HomeMy WebLinkAboutAgenda Report - December 20, 2017 C-14TM
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA ITEM C'1 4
AGENDA TITLE: Adopt Resolution Transferring $308,225 from Parks, Recreation and Cultural
Services Fund Balance to PRCS Operating Funds and Parks Capital and
Appropriating Funds for Repairs, Maintenance, Contract Services and Marketing
MEETING DATE: December 20, 2017
PREPARED BY: Parks, Recreation and Cultural Services Director
RECOMMENDED ACTION
Adopt resolution transferring $308,225 from Parks, Recreation and
Cultural Services Fund Balance to PRCS Operating Funds and
Parks Capital and appropriating funds for repairs, maintenance,
contract services and marketing.
BACKGROUND INFORMATION: In the aftermath of Measure R's defeat last year, reducing positions
and frugal management of resources are the only ways for PRCS to
obtain meaningful funds that can be reinvested in park facilities,
whether for minor repairs and replacements or capital projects. The retirements of two superintendents,
following by the consolidation of those into a new Deputy Director, resulted in approximately $200,000 in
savings for Parks, Recreation and Cultural Services in Fiscal Year 2016/17. Net revenue, unaudited, was
$309,897, for a PRCS fund balance of $697,288 as of June 30, 2017.
In addition to personnel savings from retirements in FY 2016/17, PRCS staff took a conservative
approach to spending on supplies and materials, as well as a resourceful approach to problem -solving,
For instance, the Parks Division saved approximately $15,000 on contract service expenses by felling
storm -damaged trees with in-house labor. At the time the current FY 2017/18 budget was adopted, the
expectation was for a net difference (revenues less expenditures) of a loss of $162,948 for the PRCS
fund in FY 2016/17, compared to the unaudited net revenue shown above.
This result included transfers out to capital projects. Table 1 shows that the PRCS fund balance is
currently projected to be $472,846 higher than presented to Council with the FY 2017/18 budget.
Table 1. PRCS FY 2016/17 Year End Results
The FY 2017/18 budget allocated $485,000 in capital reserves to new projects. PRCS also received an
$883,000 State grant for the Blakely Park sports fields overhaul and $150,000 in CDBG funds for the
Enze Pool renovations. The Parks Division Tacks the fiscal resources to take on new projects within the
current budget.
APPROVED:
104Wiret
Ste• -n Schw: •auer, City Manager
FY 2016/17 Year
End Estimate
FY 2016/17
Unaudited Actuals
Revenue
$6,256,350
$6,293,022
Expenditures
$6,419,298
$5,983,125
Revenue Less Expenditures
($162,948)
$309,897
PRCS Fund Balance
$224,442
$697,288
The FY 2017/18 budget allocated $485,000 in capital reserves to new projects. PRCS also received an
$883,000 State grant for the Blakely Park sports fields overhaul and $150,000 in CDBG funds for the
Enze Pool renovations. The Parks Division Tacks the fiscal resources to take on new projects within the
current budget.
APPROVED:
104Wiret
Ste• -n Schw: •auer, City Manager
Given the financial reality PRCS faces in the current and coming years, PRCS requests the Council
approve the use of unanticipated fund balance for one-time expenses. Expenses include supply
replacement and contract services for various maintenance and repairs to extend the life of PRCS
facilities, with approximately 22 percent going toward capital projects, as shown in Table 2. Additionally,
PRCS is requesting Council consider authorizing strategic ongoing costs including a part-time graphics
design/marketing position as shown in Table 3.
The part time graphic design position is budgeted at $22,000 in FY 2017/18, representing equipment
expenses and six months' wages. It is anticipated there will be ongoing costs for these services, in the
amount of $36,000 annually beginning in FY 2018/19. The position is needed so that PRCS materials
such as fliers, signs, the web page and activity guide, have easily understood messages, are visually
appealing and consistent for ease of customer use as well as increased participation and registration.
The City Council was asked to approve a higher spending amount on November 1, which included
appropriating $27,500 for activity guide production and a one-time transfer of $46,775 in uncollected
administrative costs from the Art in Public Places program, in accordance with the Public Art Policy. The
Council delayed action on all but the activity guide expenditure. That public art fund transfer has been
removed from this proposed action and focuses exclusively on the unspent PRCS fund balance. More
details are shown below. With the exception of a proposed transfer to Parks Capital, any unspent funds
will roll toward the fund balance at the end of FY 2017/18.
Table 2. Recommended One -Time Expenses
Account
Amount
Description
20072202.72499
Parks/Gen. Maintenance/ Misc. Contract Services
$100,000
Tree trimming, vandalism repairs, Lodi Lake
maintenance, fencing, carpentry, Emerson
Park paver repair, etc.
20072202.72534
Parks/Gen. Maintenance/Repairs to Buildings
$15,000
Repairs to Lodi Lake entry booth, park
restroom fixtures
20072202.72355
Parks/Gen. Maintenance/General Supplies $16,500
Parks facility furniture
20072202.72352
Parks/Gen. Maintenance/Special Dept. Materials $32,000
Playground Fibar, skate park ramp material,
park signs
20072204.72531
Parks/Gen. Maintenance/
Repairs to Machines/Equip.
$13,000
Repairs, renovations for pontoon tour boat
and utility boat at Lodi Lake Park
20073402.72355
Recreation/Aquatics/General Supplies
$5,000
Hutchins Street Square pool supplies
20071300.72355
Hutchins Street Square/Theater/General Supplies
$25,000
Theater equipment replacement
20071402.72499
Hutchins Street Square/Maintenance/Misc.
Contract Services
$10,000
Various safety inspections
43299000.77020
Parks Capital
$66,725
New finish for Armory gym floor, repairs to
park facilities and Hutchins Street Square
20070001.72359
PRCS Administration/Small Tools and Equipment
$4,000
Computer equipment/materials to support
part-time marketing/graphic designer
20071200.72355
Hutchins Street Square/Rentals/General Supplies
$3,000
Collateral materials for HSS rental marketing
Total appropriation for one-time costs
$290,225
Table 3. Recommended Ongoing Expenses
Account _
20070001.71003
PRCS Administration/Part-time wages
Total Ongoing Expenses
FISCAL IMPACT:
Amount
Description
$18,000
Part-time marketing/graphic designer, half of
FY 2017/18; $36,000 in future years.
$18,000
The expenditure plan as proposed will improve public and employee safety
and comfort, and reduce City liability due to aging and potentially
hazardous infrastructure. There is also a potential for increased revenue
due to enhanced marketing. The source of the $308,225 in FY 2017/18 is
one-time FY 2016/17 savings.
Financial best practice recommends spending one-time resources on one-
time expenditures. The recommended actions include $290,225 in one-time
expenditures and $18,000 in ongoing operational expenses in FY 2017/18.
Ongoing expenses are expected to increase to $36,000 in FY 2018/19.
Approving the expenditure of fund balance resources recommended in this
report would still leave a higher than originally anticipated projected fund
balance in the PRCS fund at FY 2017/18 as shown in Table 4.
Table 4. FY 2017/18 PRCS Fund Balance Estimates
Adopted
Budget
Before
Proposed
Expenditure
Plan
Net New
Expenditures
After Approval
of Expenditure
Plan
Increase
From
Adopted
Budget
$212,722
$633,788
($308,225)
$325,563
$112,841
FUNDING AVAILABLE: Funding is available as follows:
PRCS (Fund 200) fund balance
$308,225
Transfers are detailed on the attached resolution. Staff recommends
Council appropriate the funds (after the transfer is complete) as shown in
Table 2 and Table 3.
C
Andrew Keys
Deputy City Manager/Internal Services Manager
JH:tI
cc: City Attorney
Recre.tian and Cultural Services Director
RESOLUTION NO. 2017-229
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING THE TRANSFER OF $308,225 FROM PARKS,
RECREATION AND CULTURAL SERVICES FUND BALANCE TO
PRCS OPERATING FUNDS AND PARKS CAPITAL; AND FURTHER
APPROPRIATING FUNDS FOR REPAIRS, MAINTENANCE,
CONTRACT SERVICES, AND MARKETING
WHEREAS, the retirements of two superintendents, followed by the consolidation of
those positions into a new Deputy Director position, resulted in approximately $200,000 in
savings for Parks, Recreation and Cultural Services in Fiscal Year 2016/17. Net revenue,
unaudited was $335,725 for a PRCS fund balance of $697,288 as of June 30, 2017; and
WHEREAS, PRCS asks the City Council to support the following use of $308,225, as
follows:
Account
Amount
Description
20072202.72499
Parks/Gen. Maintenance/ Misc. Contract Services
20072202.72534
Parks/Gen. Maintenance/Repairs to Buildings
$100,000
Tree trimming, vandalism repairs, Lodi Lake
maintenance, fencing, carpentry, Emerson Park
paver repair, etc.
$15,000
Repairs to Lodi Lake entry booth, park
restroom fixtures
20072202.72355
Parks/Gen. Maintenance/General Supplies
20072202.72352
Parks/Gen. Maintenance/Special Dept. Materials
$16,500
Parks facility furniture
$32,000
Playground Fibar, skate park ramp material,
park signs
20072204.72531
Parks/Gen. Maintenance/
Repairs to Machines/Equip.
$13,000
Repairs, renovations for two PRCS boats at Lodi
Lake Park
20073402.72355
Recreation/Aquatics/General Supplies
$5,000
Hutchins Street Square pool supplies
20071300.72355
Hutchins Street Square/Theater/General Supplies
$25,000
Theater equipment replacement
20071402.72499
Hutchins Street Square/Maintenance/Misc.
Contract Services
43299000.77020
Parks Capital
Various safety inspections
$10,000
$66,725
New finish for Armory gym floor, repairs to
park facilities and Hutchins Street Square
20070001.72359
PRCS Administration/Small Tools and Equipment
$4,000
20071200.72355
Hutchins Street Square/Rentals/General Supplies
$3,000
Computer equipment/materials to support
part-time marketing/graphic designer
Collateral materials for HSS rental marketing
20070001.71003
PRCS Administration/Part-time wages
$18,000
Part-time marketing/graphic designer, half of
FY 2017/18; $36,000 in future years.
Total Expenses
$308,225
NOW THEREFORE BE IT RESOLVED that the Lodi City Council does hereby:
1.) Approve the transfer of $308,225 from Parks, Recreation and Cultural Services
fund balance (Fund 200) to PRCS Operating Funds and Parks Capital; and
2.) Appropriates funds for repairs, maintenance, contract services and marketing, as
outlined in the table above.
Dated: December 20, 2017 •
hereby certify that Resolution No. 2017-229 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held December 20, 2017, by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Johnson, Kuehne, and Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mayor Nakanishi
ABSTAIN: COUNCIL MEMBERS — None
2017-229
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NIFEM. FERRAIOLO
ity Clerk