HomeMy WebLinkAboutMinutes - February 4, 2014 SSLODI CITY COUNCIL
SHIRTSLEEVE SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, FEBRUARY 4, 2014
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held
Tuesday, February 4, 2014, commencing at 7:00 a.m.
Present: Council Member Johnson, Council Member Nakanishi, Mayor Pro Tempore Hansen,
and Mayor Katzakian
Absent: Council Member Mounce
Also Present: City Manager Bartlam, City Attorney Schwabauer, and City Clerk Johl-Olson
Deputy City Manager Jordan Ayers provided a PowerPoint presentation regarding the 2013/14
mid-year budget review. Specific topics of discussion included the General Fund overview, key
revenue variances, General Fund departmental variances, overview and variances for water,
wastewater, and electric utilities, and variances in community development, streets, parks and
recreation, and library funds.
In response to Mayor Pro Tempore Hansen, Mr. Ayers stated the assessor has not yet provided
the final property tax numbers and the $98,000 is a true-up from previous years.
In response to Council Members Nakanishi and Johnson, Mr. Ayers stated the City receives
approximately $100,000 for Digital Infrastructure and Video Competition Act of 2006 (DIVCA)
money and there is no use it or lose it provision.
In response to Mayor Pro Tempore Hansen, Lt. Todd Patterson confirmed that there are currently
67 sworn police officers, with four in background, and there are 71 authorized. Mr. Bartlam
confirmed that federal grant funding has expired and all police officer hiring now comes from
the General Fund. A brief discussion ensued regarding the ability to recruit, retain, and process
police officers in an effective and efficient manner to ensure there is not a lapse in filling positions.
In response to Council Member Nakanishi, City Attorney Schwabauer provided an overview of the
dibromochloropropane (DBCP) settlement, including what the settlement encompasses and the
timeframe of the same.
In response to Council Member Johnson, Mr. Bartlam confirmed that the City Council could either
keep enough reserves in the utility fund to address any future DBCP liability or take the wells
offline.
In response to Council Member Nakanishi, Public Works Director Wally Sandelin stated over the
last few years more wells are being impacted by DBCP although staff is operating the wells in a
manner to ensure the impact is minimized to the extent possible.
In response to Mayor Pro Tempore Hansen, Mr. Sandelin stated the biosolids project was
completed approximately a year ago and is working as anticipated.
In response to Council Member Johnson, Electric Utility Director Elizabeth Kirkley stated staff
A. Roll Call by City Clerk
B. Topic(s)
B-1 Receive Fiscal Year 2013/14 Mid-Year Budget Report (CM)
recently went to the Risk Oversight Committee to make additional energy purchases in response
to the drought conditions based on the reduction of hydro in the City's portfolio.
In response to Council Member Nakanishi, Ms. Kirkley stated it appears that Californians are
using less energy and a large factor is the weather itself versus actual conservation.
In response to Council Member Johnson, Mr. Ayers confirmed that there is a part-time position in
Parks and Recreation at the lake that will need to change to a full-time position based on the
current need.
In response to Mayor Pro Tempore Hansen, Mr. Ayers stated the budget takes into account the
library remodel project both on the revenue and expenditure side.
In response to Council Member Nakanishi, Mr. Bartlam confirmed that Lodi is the only city in the
County that operates its own library. Mr. Schwabauer indicated other cities contract with the
County for library services.
None.
No action was taken by the City Council. The meeting was adjourned at 7:45 a.m.
C. Comments by Public on Non-Agenda Items
D.Adjournment
ATTEST:
Randi Johl-Olson
City Clerk
2013/14 MidYear Budget2013/14 Mid-Year BudgetReviewCity Council ShirtsleeveCity Council ShirtsleeveFebruary 5, 2014
GOGeneral Fund Overview2
Key Revenue VariancesSales Tax +$235,000Late Utility Payments+$200 000Late Utility Payments+$200,000Property Tax +$ 98,0003
Departmental VariancesDepartment 2013/14Budget2013/14EstimateOver/(Under)BudgetCityAttorney 476,578532,65656,078CityClerk 517,067525,8008,733CityManager 407,853349,039(58,814)Economic Development481 880490 3148 434EconomicDevelopment481,880490,3148,434Fire 9,637,0309,619,603(17,427)InternalServices 3,237,4803,230,027(7,453)NonDepartmental9,055,2228,973,165(82,057)Police 16,789,83016,552,245(237,585)PublicWorks 1,894,2901,899,6975,407Total 42,497,23042,172,546(324,684)4
GGeneral Fund DepartmentsCity Attorney ($56,078 over budget){Professional servicesCity Clerk ($8,733 over budget){Medical plan changesCity Manager ($58,814 under budget){Personnel savingsEconomic Development ($8,434 over budget)FthfJl/Fi kTkF{Fourth ofJuly/FireworksTaskForce5
GGeneral Fund DepartmentsFi$Fire($17,427 under budget){Personnel savingsInternal Services($7 453 d b d t)Internal Services($7,453 underbudget){Personnel savingsNonDepartmental($82 057 d b d t)Non-Departmental($82,057 underbudget){Deferring DIVCA projectsPolice($237 585 under budget)Police($237,585 under budget){Personnel savingsPublic Works($5 407 over budget)Public Works($5,407 over budget){Nominal increase in supplies/materials6
Water UtilityAudited Estimated Budget to 2012-132013-142013-14Est Actuals201213201314201314Est ActualsActuals Budget Actuals Variance Water Utility Enterprise FundCash BalanceBeginning Cash Balance 12,465,350 10,376,435 9,044,659 (1,331,776)gg()Revenues 14,894,809 14,484,970 15,040,230 555,260 Expenditures 18,315,500 17,296,14016,620,042(676,098)Net Difference (Revenues Less Expenditures) (3,420,691) (2,811,170) (1,579,812) 1,231,358 Cash BalanceEnding Cash Balance 9,044,659 7,565,2657,464,847(100,418)7
Water Utility VariancesRevenue increase due to DBCP settlement exceeding budgetedggamountExpense savings primarily in WaterExpense savings primarily in WaterMeter Phase 3 project8
Wastewater UtilityAudited Estimated Budget to 2012-13 2013-14 2013-14 Est Actuals Actuals Budget Actuals Variance Wastewater Utility Enterprise FundCash BalanceBeginning Cash Balance 12,513,936 12,078,736 13,695,513 1,616,777 Revenues 14,346,216 15,035,170 14,634,840 (400,330)Expenditures 13,164,639 16,267,91816,103,773(164,145)N t Diff (R L E dit )1 181 577(1 232 748)(1 468 933)(236 185)NetDifference (Revenues LessExpenditures)1,181,577(1,232,748)(1,468,933)(236,185)Cash BalanceEnding Cash Balance 13,695,513 10,845,98812,226,5801,380,5929
Wastewater Utility VariancesRevenue decrease due to receipt of bondproceeds in prioryearppyExpense savings primarily in reduction of capital projectsof capital projects10
Electric UtilityAudited Estimated Budget to 2012-132013-142013-14Est Actuals201213201314201314Est ActualsActuals Budget Actuals Variance Electric Utility Enterprise FundCash BalanceBeginning Cash Balance * 2,143,190 7,166,405 6,636,200 (530,205)gg()Revenues 71,679,622 71,127,990 69,345,510 (1,782,480)Expenditures 67,186,612 71,238,82169,630,519(1,608,302)Net Difference (Revenues Less Expenditures) 4,493,010 (110,831) (285,009) (174,178)Cash BalanceEnding Cash Balance * 6,636,200 7,055,5746,351,191(704,383)11* Local cash, excluding NCPA General Operating Reserve (GOR)
Electric Utility VariancesRevenue reductions in expected work for others and greenhousegas salesggExpense reductions come from lower purchased power and capital projectspurchased power and capital projects12
CCommunity DevelopmentAudited Estimated Budget to 2012-132013-142013-14Est Actuals201213201314201314Est ActualsActuals Budget Actuals Variance Community Development FundFund BalanceBeginning Fund Balance Unreserved 293,173 664,338 875,801 211,463 ggRevenues 1,674,188 1,184,850 1,142,130 (42,720)Expenditures 1,091,560 1,201,9101,225,81423,904Net Difference (Revenues Less Expenditures) 582,628 (17,060) (83,684) (66,624)Fund BalanceEnding Fund Balance Unreserved 875,801 647,278792,117144,83913
Community Development VariancesRevenue reduction in plan check fees for the Wal-Mart projectpjExpenses include partial year contract for a City Plannerfor a City Planner14
SStreetsAudited Estimated Budget to 2012-132013-142013-14Est Actuals201213201314201314Est ActualsActuals Budget Actuals Variance Street FundFund BalanceBeginning Fund Balance6,513,011 6,525,206 4,964,236 (1,560,970)gg()Revenues3,707,564 5,207,750 5,324,450 116,700 Expenditures5,256,3398,197,4098,283,55586,146Net Difference (Revenues Less Expenditures)(1,548,775) (2,989,659) (2,959,105) 30,554 Fund BalanceEnding Fund Balance 4,964,236 3,535,5472,005,131(1,530,416)15
SStreets VariancesRevenue increase in Gas Tax and FederalgrantsgExpenditure increase in capital projectsprojects16
Parks, Recreation & Cultural SServicesAudited Estimated Budget to 2012-13 2013-14 2013-14 Est Actuals Actuals Budget Actuals Variance Parks, Recreation & Cultural Svcs FundFund BalanceBeginning Fund Balance Unreserved (861,843) (746,353) (508,866) 237,487 Revenues 5,579,622 5,728,320 5,694,290 (34,030)Expenditures 5,226,645 5,734,3625,667,282(67,080)Net Difference (Revenues Less Expenditures) 352,977 (6,042) 27,008 33,050 Fund BalanceEnding Fund Balance Unreserved (508,866)(752,395)(481,858)270,53717
Parks, Recreation & Cultural SServices VariancesRevenue reduction in rentals and aquatic activitiesqExpenditure reductions{Staff reductions{Staff reductionsIncludes addition of full-time program coordinator offset by parttime hourscoordinator,offset by part-time hours18
LibraryAudited Estimated Budget to 2012-132013-142013-14Est Actuals201213201314201314Est ActualsActuals Budget Actuals Variance Library FundFund BalanceBeginning Fund Balance Unreserved67,774 103,994 54,577 (49,417)gg()Revenues1,428,796 1,447,800 1,795,770 347,970 Expenditures1,441,9931,427,3461,729,099301,753Net Difference (Revenues Less Expenditures)(13,197) 20,454 66,671 46,217 Fund BalanceEnding Fund Balance Unreserved 54,577 124,448121,248(3,200)19
Library VariancesRevenue increase for capital refurbishmentprojectpjExpenditure increase for capital refurbishment projectrefurbishment projectExpenditure reductions in salaries and benefitsbenefits20
Questions?