HomeMy WebLinkAboutMinutes - May 31, 2016 SSLODI CITY COUNCIL
SHIRTSLEEVE SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, MAY 31, 2016
A. Roll Call by City Clerk
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held
Tuesday, May 31, 2016, commencing at 7:00 a.m.
Present: Council Member Johnson, Council Member Nakanishi, Mayor Pro Tempore Kuehne,
and Mayor Chandler
Absent: Council Member Mounce
Also Present: City Manager Schwabauer, City Attorney Magdich, and City Clerk Ferraiolo
NOTE: Council Member Nakanishi arrived at 7:01 a.m.
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 of General Fund departments,
General Fund balance, departmental funding, Police, Fire, Public Works, Administration,
Economic Development, Internal Services, non -departmental, and Capital outlay.
Council Member Johnson commented on the increased cost of Fire dispatching and questioned if
history will repeat itself, causing Fire to take the service back from Stockton and handle it in-
house. Fire Chief Larry Rooney explained that the increased cost was anticipated as part of the
Joint Powers Agreement (JPA) with a $10 per call bump for this year, but the costs will stabilize
and should decrease as more entities join. Chief Rooney reminded Council that it cost $65 per
call when Lodi handled dispatching in-house and the cost is now $50 per call, which should
remain at that level or below.
In response to Council Member Nakanishi, Chief Rooney stated that Stockton handles
dispatching and the entities in the JPA include Lathrop, Manteca Fire District, City of Manteca,
and Lodi. He further verified that American Medical Response handles dispatching services for
some of the smaller cities. Mr. Ayers confirmed that the dispatch contract for the upcoming
budget year is $285,000, and City Manager Schwabauer added that the four dispatchers who
were handling the service received roughly $90,000 in compensation.
In response to Council Member Johnson, Mr. Schwabauer stated that staff is currently evaluating
the final costs of Fire Station No. 2, which came in under budget by $500,000, to determine
whether or not the property at the former station really needs to be sold. If the savings are from
the general fund, versus the utility accounts, it may be worthwhile to maintain the property for Fire
Department training purposes.
Mr. Schwabauer explained that, as part of the negotiated agreement, Visit Lodi! increased the
Business Improvement District (BID) fee and, after this year, will no longer receive the $133,500
contribution from the City. During the 2017/18 budget discussion, Council can make the
determination to leave that funding for economic development purposes or reallocate it
completely.
In response to Council Member Nakanishi, Mr. Schwabauer explained that Lodi hotels formed a
BID that charges 4.5 percent to all hotels, which is collected as part of the room rate, that goes to
Visit Lodi! for marketing purposes.
1
In response to Council Member Johnson, Mr. Schwabauer stated that two sales tax initiatives
versus one would increase the election cost by roughly $12,000.
In response to Council Member Nakanishi, Mr. Schwabauer stated that in 2008 the concern
regarding the Fourth of July fireworks was the cost of Police and Fire overtime to staff Lodi Lake
to ensure a safe environment; however, those costs have been worked into the budget and staff
is comfortable with the set-up. Total cost is $36,000: $16,000 for fireworks and $20,000 for
overtime costs.
Mayor Pro Tempore Kuehne complimented Mr. Ayers for the service improvements at Finance,
stating he has not received further complaints about the collection area.
In response to Council Member Nakanishi, Mr. Ayers stated that the City pays itself for electricity,
water, and sewer services and also pays for refuse, phone, and gas services, which is
incorporated in the Non -Departmental account. In further response to Council Member Nakanishi,
Mr. Ayers stated he would calculate those costs to determine if it is increasing.
In response to Council Member Johnson, Mr. Ayers stated that the $79,000 set aside for
Information Technology (IT) replacement will help to keep the City afloat in that Department, but it
is not enough to fully fund an IT replacement program. If the City experienced a catastrophic
failure of its IT system, it would likely cost $4 million to repair and replace, and this set-aside is
the start of planning for that reserve. Mr. Ayers added that staff will bring forth an IT Replacement
Policy to Council in August or September, after which a decision will need to be made on how to
fund the program.
In response to Council Member Nakanishi, Mr. Ayers stated that it has been quite some time
since the Lodi Arch was refurbished and that hopefully a portion of the funding for the project can
come from donations or service club contributions.
In response to Mayor Pro Tempore Kuehne, Mr. Schwabauer stated that it will be Council's
decision whether to sell the old fire station property or to maintain it for training purposes. The
sale of the property was put into the budget as part of the resources to pay for Fire Station No. 2,
but the project came in $500,000 less, and staff will confirm whether it is from the general fund or
the utility accounts. It will ultimately be Council's decision to keep the property as a training facility
or to sell it.
In response to Council Member Nakanishi's earlier question regarding increases to City -paid
utilities, Mr. Ayers confirmed those costs increased by 2.6 percent.
Council Member Johnson suggested staff consider utilizing the property on Thurman Street as a
space to perform Fire Department training exercises, particularly if the old fire station property is
of worth on the market. Mr. Schwabauer stated the entire 9.5 -acre Thurman Street property may
be utilized by the Electric Utility Department for the 230 Kv project, and Council Member Johnson
suggested the matter be discussed further with the Electric Utility Director.
Myrna Wetzel expressed concern about utilizing the former Fire Station because the building was
uninhabitable and questioned if the City would renovate the building or tear it down and install
portables. Mr. Schwabauer stated that a strategy has not yet been fully formed; however, there is
no plan to use the old fire station structure or to house or staff individuals inside the building.
Instead, there would likely be Conex buildings in the yard area for use as a training facility.
In response to Mayor Pro Tempore Kuehne, Mr. Schwabauer stated the old fire station property
was last appraised about four years ago for $400,000; however, it is no longer a valid appraisal.
He estimated it will cost $5,000 to $7,000 to have the building appraised by a licensed appraiser.
C. Comments by Public on Non -Agenda Items
None.
2
D. Adjournment
No action was taken by the City Council. The meeting was adjourned at 7:39 a.m.
ATTEST:
Jennifer M. Ferraiolo
City Clerk
TM
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA ITEM
AGENDA TITLE: Receive Presentation Regarding Fiscal Year 2016/17 Budget
MEETING DATE: May 31, 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.
Staff released the draft Fiscal Year 2016/17 budget in mid-May. The draft document shows total revenue
for the City of $203,577,710 and total expenses/expenditures of $193,050,540. The General Fund
reflects revenues of $46,916,020 and expenditures totaling $48,480,110. Expenditures exceed current
year revenue by $1,564,090 as Council has pre -funded labor agreements with reserves over their target
policy levels as part of a planned reduction related to a partial restoration of prior employee concessions.
Staff has conducted a series of presentations that provided Council and the public with the basic
parameters that form the foundation of the budget. The Shirtsleeve Session on April 26, 2016 focused
on general economic issues the City is addressing in the budget process along with general fund revenue
projections. The Shirtsleeve Session on May 10, 2016 discussed the Electric, Water and Wastewater
Utilities. The Shirtsleeve Session on May 24, 2016 addressed the Library Fund, the Transit Fund, the
Streets Fund, the Fleet Fund, the Community Development Fund and the Parks, Recreation and Cultural
Services Fund.
Today's discussion will focus on the expenditure side of the General Fund.
FISCAL IMPACT: Staff is presenting a General Fund budget with revenues of $46,916,020 and
expenditures of $48,480,110, drawing down reserves by $1,564,090 as part of a
planned reduction related to a partial restoration of prior employee concessions.
JA/ja
Jordan Ayers
Deputy City Manager
APPROVED:
e ' y Manager
en Sc wab u.�r it
[Fiscal Year 2016/17 Budget1
Presentation
City Council Shirtsleeve Session
May 31, 2016
[Overview
General Fund Departments
o Police
o Fire
o Public Works
o Administration
(J Internal Services
o Non -Departmental
[General Fund
Statement of Estimated Changes in Fund Balance
For the Fiscal Year Ended June 30, 2017
With Audited Actuals for FY 2013-14 and FY 2014-15 and Comparative Budget FY 2015-16
General Fund
Fund Balance
Beginning Fund Balance Unreserved
Revenues
Expenditures
Audited Audited
2013-14 2014-15
Actuals Actuals
2015-16
Budget
Estimated
2015-16
Actuals
2016-17
Budget
7,559,467 8,950,876 10,692,396 11,842,218 10,359,298
43,428,188 46,181,151 46,708,260 46,307,530 46,916,020
42,036,779 43,289,809 47,790,450 47,790,450 48,480,110
Net Difference (Revenues Less Expenditures) 1,391,409 2,891,342 (1,082,190) (1,482,920) (1,564,090)
Fund Balance
Ending Fund Balance Unreserved * 8,950,876 11,842,218 9,610,206 10,359,298 8,795,208
*Composed of Catastrophic & Economic reserve ($3,753,282 each); DIVCA reserve ($345,294);
designated for settled labor agreements ($943,350)
[Departmental Funding
Department
2015/16
Allocation
2015/16
Ratio*
2016/17
Recommended
Funding
2016/17
Ratio*
Change
2015116 to
2016/17
City Clerk
$566,500
1.24%
$686,170
1.43%
$119,670
City Manager
$496,490
1.08%
$477,810
1.00%
($18,680)
City Attorney
$519,620
1.14%
$530,830
1.11%
$11,210
Internal Services
$3,728,930
8.15%
$3,826,830
7.98%
$97,900
Non -Departmental
$7,793,870
17.03%
$8,251,330
17.20%
$457,460
Economic Development
$510,330
1.11%
$589,910
1.23%
$79,580
Police
$18,791,160
41.05%
$19,872,500
41.43%
$1,081,340
Fire
$11,189,550
24.45%
$11,552,550
24.09%
$363,000
Public Works
$2,174,650
4.75%
$2,177,750
4.54%
$3,100
Capital Projects
$2,019,350
$514,430
($1,504,920)
Total
$47,790,450
100.00%
$48,480,110
100.00%
$689,660
*Excluding Capital Projects
4
[Police
$1,081,340 increase from FY 2015/16
Salary & benefit increase ($620,470)
Service & supplies increase
($396,590)
Vehicle replacement increase
($64,280)
[Police
71 sworn positions funded
Position recommended
o Add Police Records Clerk ($90,622)
Offset by reducing part time hours
[Fire
$363,000 increase over FY 2015/16
52 sworn positions
o No position changes
Salary & benefit increase ($384,690)
Service & supply increase ($32,620)
Vehicle/equipment replacement
decrease ($54,310)
[Public Works
$3,100 increase over FY 2015/16
Salary & benefits increase ($207,540)
o Position Recommended
Public Works Inspector ($88,000)
Service & supply decrease ($204,440)
[Administration
Includes City Clerk, City Attorney, City
Manager and Economic Development
$191,780 increase over FY 2015/16
o Election costs increase ($114,000)
o Debt Service increase ($83,200)
Includes support for Community
Events ($89,200) and Economic
Development agencies ($218,370)
[Economic Development
Organization/Event
Amount
Lodi Conference & Visitor's Bureau
$133,500
San Joaquin Partnership
$30,290
Lodi District Chamber of Commerce
$2,080
Fireworks
$16,000
Arts Grants
$36,500
TOTAL
$218,370
Fourth of July
$21,000
Concerts
$1,000
Grape Festival
$50,000
Celebration on Central
$1,000
Sand Hill Crane Festival
$1,200
Fireworks Task Force
$15,000
TOTAL
$89,200
[Internal Services
$97,900 increase from FY 2015/16
No position changes
Salary & benefit increase ($77,350)
Service and supply increase ($20,550)
[Non -Departmental
$1,047,360 decrease over FY 2015/16
Total appropriation $8,765,760
No permanent staff
Consists of:
o City paid utilities/postage ($1,569,650)
o Consulting/Audit/Property Tax Fees ($369,850)
o DIVCA expenses ($100,000)
o Debt Service offset ($1,000,020)
c Transfers to other funds ($7,625,630)
[Non -Departmental
To
Amount
PRCS
$3,949,800
Library
$1,373,740
Capital Outlay
$435,000
Streets
$620,810
Debt Ser',ice
$1,001,850
Community Dev
$165,000
IT Replacement
$79,430
Total
$7,625,630
[Capital Outlay
Purpose
Amount
Property purchase (307 W Elm)
$256,040
Financial system implementation
$170,000
Carnegie boiler replacement
$50,000
HSS roof rehabilitation
$65,000
Finance parking lot
$150,000
Lodi arch rehab
$50,000
Fire Station 1 kitchen
$50,000
Total
$791,040
CQuestions?