Fiscal Year
CITY OF LODI
CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS
LAST TEN FISCAL YEARS
(Dollar amounts in thousands)
144
2016 2015 2014 2013 2012
Revenues:
Taxes 25,327 $ 24,631 $ 23,719 $ 23,022 $ 22,928 $ Sales and use tax ‐ ‐ ‐ ‐ ‐ Licenses and permits 1,646 967 852 921 686
Intergovernmental revenues 21,083 17,557 17,392 14,625 15,289 Charges for services 5,830 3,827 3,558 3,880 3,427 Fines, forfeits, and penalties 1,495 1,573 1,557 1,632 1,357 Investment and rental income 2,155 2,029 2,025 1,389 1,264 Contributions and donations ‐ 282 1,003 ‐ ‐ Miscellaneous revenue 1,116 538 ‐ 1,078 813 Total revenues 58,652 51,404 50,106 46,547 45,764 Expenditures:
Current:
General government 9,360 9,151 9,019 8,522 8,820 Public protection 28,821 26,646 27,093 26,282 25,249 Public works 4,070 4,508 4,393 4,532 4,174 Community development 1,601 1,226 1,192 1,111 1,037 Library 1,153 1,311 1,268 1,411 1,381 Parks and recreation 2,369 2,145 2,299 2,370 2,254 Capital outlay 13,117 9,842 7,652 6,271 2,961 Debt service:
Interest 847 845 851 483 1,039
Principal payments 260 ‐ ‐ 245 630
Advance refunding escrow ‐ ‐ ‐ 1,689 ‐
Total expenditures 61,598 55,674 53,767 52,916 47,545 Excess (deficiency) of revenues
over (under) expenditures (2,946) (4,270) (3,661) (6,369) (1,781) Other financing sources (uses):
Transfers in 13,310 15,599 11,596 12,546 14,486 Transfers out (8,716) (8,036) (6,804) (6,864) (11,348) Proceeds from sale ‐
‐ ‐ ‐ ‐
Refunding bonds issued ‐ ‐ ‐ 20,103 ‐
Payment to refunded bond escrow agent ‐ ‐ ‐ (19,848) ‐ Capital lease proceeds 563 ‐ ‐ ‐ ‐
Loan proceeds 468 ‐ ‐ ‐ ‐
Total other financing sources (uses) 5,625 7,563 4,792 5,937 3,138 Net change in fund balances 2,679 3,293 1,131 (432) 1,357 Fund balances, beginning of year (1) 284 (3,009) (4,140) (3,708) (5,065) Fund balances, end of year 2,963 $ 284 $ (3,009) $ (4,140) $ (3,708) $ Debt service as a percentage of noncapital expenditures 2.3% 1.8% 1.8% 5.2% 3.7% Fiscal Year
(1) The beginning of year fund balance change was due to a reclassification of the Vehicle and Equipment Fund to an Internal Service Fund. (2) The beginning of year fund balance change was due to a reclassification of the Special Assessments Fund to a Special Revenue Fund.
CITY OF LODI
CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS
LAST TEN FISCAL YEARS (CONTINUED)
(Dollar amounts in thousands)
145
2021 2020 2019 2018 2017
Property 13,050 $ 11,980 $ 11,050 $ 10,043 $ 9,744 $ Sales and Use 24,302 20,084 14,286 11,333 11,750 Transient Occupancy 899 987 735 867 849 Franchise 2,207 2,338 2,128 2,059 1,915 Documentary Transfer 86 (25) 230 281 240 Motor Vehicle in Lieu 6,073 5,760 5,399 5,176 4,904 Public Protection 527 462 441 401 378 Business License 2,092 1,884 1,887 1,822 1,736 In
Lieu Franchise 7,375 7,274 7,197 7,159 7,131 Totals 56,611 $ 50,744 $ 43,353 $ 39,141 $ 38,647 $ CITY OF LODI
TAX REVENUES BY SOURCE, GOVERNMENTAL FUNDS
LAST TEN FISCAL YEARS
Note: General governmental tax revenues are included in taxes, licenses and permits, intergovernmental revenues and miscellaneous revenues.
(Dollar amounts in thousands)
Fiscal Year
146
2016 2015 2014 2013 2012 % Change 2012
to 2021
Property 9,151 $ 8,810 $ 8,314 $ 7,955 $ 7,861 $ 19.98% Sales and Use 11,809 10,625 10,111 9,350 9,246 53.68% Transient Occupancy 783 666 594 545 486 85.61% Franchise 1,990 1,942 1,862 1,758 1,734 118.03% Documentary Transfer 223 159 155 120 91 84.00% Motor Vehicle in Lieu 4,572 4,533 4,289 4,143 4,151 12.55% Public Protection 365 362 341 325 295 30.47% Business License 1,552 1,133 1,220 1,187 1,182 65.53% In Lieu Franchise 7,082 7,033 6,977 6,977 6,977 ‐13.93% Totals 37,527 $ 35,263 $ 33,863 $ 32,360 $ 32,023 $ 25% CITY OF LODI
TAX REVENUES BY SOURCE, GOVERNMENTAL FUNDS
LAST TEN FISCAL YEARS (CONTINUED)
Note: General governmental tax revenues are included in taxes, licenses and permits, intergovernmental revenues and miscellaneous revenues.
Fiscal Year
(Dollar amounts in thousands)
147
2021 2020 2019 (2) 2018 (2) 2017
Secured roll 6,962,679$ 6,566,183$ 6,174,155$ 5,903,144$ 5,603,023$ Utility roll 2,047 1,901 2,299 2,299 2,299 Unsecured roll 231,423 247,608 258,682 266,956 254,946 Gross assessed value 7,196,149 6,815,692 6,435,136 6,172,399 5,860,268 Less exemptions (1) 353,561 338,170 345,178 339,542 334,485 Net assessed value 6,842,588$ 6,477,522$ 6,089,958$ 5,832,857$ 5,525,783$ Land 2,077,223$ 1,971,712$ 1,873,216$ 1,812,408$ 1,711,208$ Improvements 4,894,256 4,614,260 4,286,480 4,042,264 3,854,604 Personal property 224,670 229,720 275,440 317,727 294,457 Gross assessed value 7,196,149 6,815,692 6,435,136 6,172,399 5,860,269 Less exemptions (1) 353,561 338,170 345,178 339,542 334,485 Net assessed value 6,842,588$ 6,477,522$ 6,089,958$ 5,832,857$ 5,525,784$ Total Direct Tax Rate 1.00% 1.00% 1.00% 1.00% 1.00%
(2) 2019 & 2018 figures updated per San Joaquin County amounts Source: San Joaquin County Auditor‐Controller's Office Each year, the assessed value of property may be increased by an "inflation factor" (limited to a maximum increase of 2%). With few exceptions, property is only assessed at the time that it is sold to a new owner. At that point, the property being sold is reassessed at the purchase price. The assessed valuation data shown above represents the only data currently available with respect to the actual market value of taxable property and is subject to the limitations described above.
Fiscal Year
(1) All exemptions (secured, utility, and unsecured rolls) are homeowners exemption $58,335 and other exemption of $295,226 =$353,561
Note: In 1978, the voters of the State of California passed Proposition 13 which limited property taxes to a total maximum rate of 1% based upon the assessed value of the property being taxed.
CITY OF LODI
ASSESSED VALUE AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS
(Dollar amounts in thousands)
148
2016 2015 2014 2013 2012
Secured roll 5,394,659$ 5,156,704$ 4,895,091$ 4,737,807$ 4,738,823$ Utility roll 3,490 3,490 3,490 2,382 2,382 Unsecured roll 250,160 257,856 230,827 233,398 226,651 Gross assessed value 5,648,309 5,418,050 5,129,408 4,973,587 4,967,856 Less exemptions (1) 331,562 326,833 324,439 327,783 314,448 Net assessed value 5,316,747$ 5,091,217$ 4,804,969$ 4,645,804$ 4,653,408$ Land 1,601,581 $ 1,469,347$ 1,364,401$ 1,227,969$ 1,264,884$ Improvements 3,736,867 3,610,391 3,443,266 3,445,328 3,401,792 Personal property 309,861 338,312 321,741 300,290 301,180 Gross assessed value 5,648,309 5,418,050 5,129,408 4,973,587 4,967,856 Less exemptions (1) 331,562 326,833 324,439 327,783 314,448 Net assessed value 5,316,747$ 5,091,217$ 4,804,969$ 4,645,804$ 4,653,408$ Total Direct Tax Rate 1.00% 1.00% 1.00% 1.00% 1.00%
(2) 2019 & 2018 figures updated per San Joaquin County amounts Source: San Joaquin County Auditor‐Controller's Office Fiscal Year
(1) All exemptions (secured, utility, and unsecured rolls) are homeowners exemption $58,335 and other exemption of $295,226 =$353,561
Note: In 1978, the voters of the State of California passed Proposition 13 which limited property taxes to a total maximum rate of 1% based upon the assessed value of the property being taxed.
Each year, the assessed value of property may be increased by an "inflation factor" (limited to a maximum increase of 2%).
With few exceptions, property is only assessed at the time that it is sold to a new owner. At that point, the property being sold is reassessed at the purchase price. The assessed valuation data shown above represents the only data currently available with respect to the actual market value of taxable property and is subject to the limitations described above.
CITY OF LODI
ASSESSED VALUE AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY LAST TEN FISCAL YEARS (CONTINUED)
(Dollar amounts in thousands)
149
Fiscal Year
Basic
Countywide Levy School All Other Total
2021 1.0000 0.0829 0.0183 1.1012 2020 1.0000 0.0806 0.0199 1.1005 2019 1.0000 0.0843 0.0225 1.1068 2018 1.0000 0.0857 0.0180 1.1037 2017 1.0000 0.0371 0.0180 1.0551 2016 1.0000 0.0401 0.0198 1.0599 2015 1.0000 0.0425 0.0233 1.0658 2014 (1) 1.0000 0.0574 0.0000 1.0574 2013 1.0000 0.0646 0.0000 1.0646 2012 1.0000 0.0658 0.0000 1.0658 Table has been reformatted to comply with GASB No. 44.
TRA represented: 1‐001.
CITY OF LODI
DIRECT AND OVERLAPPING PROPERTY TAX RATES
LAST TEN FISCAL YEARS
(Rate per $100 of assessed value)
Source: San Joaquin County Auditor data, MuniServices, LLC / Avenu Insights & Analytics
(1) Am ounts restated based on new assessed value information provided. 150
2021
2012
Taxpayer
Taxable Assessed
Value Rank
Percent of Total
City Taxable
Assessed Value
Taxable Assessed
Value Rank
Percent of Total
City Taxable
Assessed Value
Pacific Coast Producers 112,642 1
1.650 % 67,027$ 1
1.480 %
Calif Physicians Service Corp 54,565 2 0.800 55,304 2 1.220 Reynolds Ranch Sr Development Company LP 41,631 3 0.610 Big Box Property Owner E LLC 39,130 4 0.570
CaLPurnia Associates LP 34,545 5 0.510
Wal Mart Real Est Business Tru st 32,665 6 0.480
Cepheid 32,217 7 0.470
Cottage Bakery Inc Et al 30,274 8 0.440 21,944 3 0
.480
Winterfell Vintage CA Owner LP 30,134 9 0.410
Sandpiper Pennebaker Group LLC 28,272 10 0.300
Dart Container Corporation 18,093 4 0
.400
Wine & Roses LLC 15,984 5 0
.350
Lowes HIW Inc 13,718 6 0.300
First Lodi Plaza Associates 12,642 7 0.280
Lakeview Mills Assoc LP Et al 12,612 8 0
.280
Target Corp 12,334 9 0 .270
Fountains At Lodi LLC 8,606 10 0.190
Prin
cipal Secured Property Valuation 436,075 6.240 238,
265 5.355
Ot
her Secured Taxpayers 6,526,604 95.382 4,
525,684 101.712
E
xemptions relative to secured tax roll 120,091 1.620 314, 448 7.067
To
tal Secured Property Valuation 6,842,588$ 100.000
% 4,449,501$ 100.000
%
*Includes Secured and Unsecured Property.
Source: San Joaquin County Assessor data, MuniServices, LLC / Avenue Insights & Analytics Fiscal Year
CITY OF LODI
PRINCIPAL PROPERTY TAXPAYERS
CURRENT YEAR AND NINE YEARS AGO
(Dollar amounts in thousands)
151
Amount
Percent of
Levy (1) Amount
Percent of
Levy
2021 12,526$ 12,526$ 100.0% 12,526$ 100.0% 2020 11,642 11642 100.0% 11,642 100.0%
2019 10,883 10,883 100.0% 10,883 100.0% 2018 10,222 10,222 100.0% 10,222 100.0% 2017 9,821 9,821 100.0% 9,821 100.0% 2016 9,117 9,117 100.0% 9,117 100.0% 2015 8,742 8,742 100.0% 8,742 100.0% 2014 8,353 8,353 100.0% 8,353 100.0% 2013 7,865 7,865 100.0% 7,865 100.0% 2012 7,754 7,754 100.0% 7,754 100.0% (1) Per agreement with San Joaquin County, the County provides the City of Lodi with 100% of the amount owed to the City for secured properties, regardless of collection status. In exchange, the County is entitled to 100% of revenues collected for interest and penalties. This agreement is commonly referred to as the Teeter Plan.
S
ource: San Joaquin County Auditor/Controller's Office
CITY OF LODI
PROPERTY TAX LEVIES AND COLLECTIONS
LAST TEN FISCAL YEARS
(Dollar amounts in thousands)
Fiscal Year
Taxes
Levied for
the Fiscal
Year
Collected Within the
Fiscal Year of the Levy
Total Collections
to Date
152
Type of Customer 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 City Accounts 325 231 248 223 217 213 212 207 204 195 Contract Large Industrial ‐ ‐ ‐ ‐ ‐‐‐‐ ‐‐
Contract Medium Industrial ‐ ‐ ‐ ‐ ‐‐‐‐ ‐‐
Contract Small Industrial ‐ ‐ ‐ ‐ ‐‐‐‐ ‐‐
Domestic Residential 24,675 23,234 22,228 22,041 21,917 22,497 22,393 22,623 22,541 22,361 Domestic Mobile Home Park 13 13 13 13 13 13 13 13 13 13 Dusk to Dawn 90 89 91 92 85 85 88 89 88 92 Industrial ‐‐‐ 43 ‐‐‐‐ ‐‐
Large Commercial 402 394 383 96 355 348 337 339 344 336 Large Industrial (1) 16 38 69 55 35 44 41 39 40 38 Medium Commercial ‐
‐ ‐ 375 ‐‐‐‐ ‐‐
Medium Industrial 11 23 14 10 10 11 12 11 11 9 Residential Low Income 2,725 2,248 2,796 2,539 2,669 2,688 2,798 2,788 2,582 2,531 Small Commercial 3,619 3,254 2,795 3,148 3,434 3,416 3,332 3,367 3,358 3,340 Small Industrial (2) 6 7 11 11 10 11 7 8 9 11 Total 31,882 29,531 28,648 28,646 28,745 29,326 29,233 29,484 29,190 28,926 Notes:
Small, Medium, Large Industrial now combined into one “Industrial”.
Source: City of Lodi Financial Services Division
Intranet Dashboard Stats Util by Month and Sch
(1) Larg e Industrial for 2018 reported as N/A in 2018 ‐ correct number is 55. (2) Small I ndustrial for 2018 reported as N/A in 2018 ‐ correct number is 11.
CITY OF LODI
“Large commercial” previously had medium commercial combined now “Medium Commercial” stated separately.
Billed Accounts
LAST TEN FISCAL YEARS
ELECTRICITY SOLD BY TYPE OF CUSTOMER
153
Fiscal
Year
Lease
Revenue
Bonds
Loan
Payable
Notes
Payable
Capital
Lease
Total
Governmental
Activities
Certificates of
Participation and
Revenue Bonds
Notes/
Loan
Payable
Total
Business‐type
Activities
Total
Primary
Government
Per
Capita (1)
2021 14,882$ ‐ $ ‐ $ 169$ 15,051 108,741$ $454 109,195 124,246 4.54 % 1,807$ 2020 15,901 97 ‐ 251 16,249 114,866 673 115,539 131,788 4.81 1,940 2019 16,885 193 ‐ 331 17,409 121,566 887 122,453 139,862 5.03 2,049 2018 17,839 286 ‐ 410 18,535 125,062 1,096 126,158 144,693 5.56 2,156 2017 18,753 378 ‐ 487 19,618 138,193 1,300 139,493 159,111 6.41 2,484 2016 19,637 468 245 562 20,912 143,417 1,500 144,917 165,829 7. 49 2,603
2015 19,950 ‐ 245 ‐ 20,195 149,767 ‐ 149,767 169,962 7.67 2,667 2014 20,004 ‐ 245 ‐ 20,249 157,297 ‐ 157,297 177,546 8.45 2,789 2013 20,058 ‐ 245 ‐ 20,303 167,743 ‐ 167,743 188,046 9.63 2,988 2012 21,025 ‐ 245 ‐ 21,270 173,241 ‐ 173,241 194,511 10.07 3,096 Details regarding the City's outstanding debt can be found in Note 7 of these financial statements. (1) See Demo graphic and Economic Statistics table for personal income and population.
LAST TEN FISCAL YEARS
RATIOS OF OUTSTANDING DEBT BY TYPE
CITY OF LODI
Source: City of Lodi Financial Services Division
Percent of
Personal
Income (1)
Business‐type Activities
(Dollar amounts in thousands, except per capita)
Governmental Activities
154
Less Amounts Percent of
Fiscal Lease Revenue Available for Assessed Value Per
Year Bonds Debt Service Net (1) of Property Capita
2021
14,882$ ‐$ 14,882 $ 6.4$ 216.46 $ 2020 15,901 ‐ 15,901 0.2 234.08 2019 16,885 ‐ 16,885 4.8 247.32 2018 17,839 ‐ 17,839 0.3 265.77 2017 18,753 ‐ 18,753 0.4 292.75 2016 19,637 ‐ 19,637 0.4 310.62 2015 19,950 ‐ 19,950 0.4 313.09 2014 20,004 ‐ 20,004 0.4 314.28 2013 20,058 10 20,048 0.4 318.58 2012 21,025 1,692 19,333 0.4 307.73 General bonded debt is debt payable with governmental fund resources and general obligation bonds recorded in enterprise funds (of which, the City has none). (1) Assessed value has been used because the actual value of taxable property is not readily available in the State of California.
Source: City of Lodi Financial Services Division
CITY OF LODI
RATIOS OF GENERAL BONDED DEBT OUTSTANDING
LAST TEN FISCAL YEARS
(Dollar amounts in thousands, except per capita)
155
2021 2020 2019 2018 2017
Assessed valuation (1) 6,900,923$ 6,149,015$ 5,891,912$ 5,584,600$ 5,585,242$ Conversion percentage 25% 25% 25% 25% 25%
Adjusted assessed valuation 1,725,231 1,537,254 1,472,978 1,396,150 1,396,311 Debt limit percentage 15% 15% 15% 15% 15%
Debt Limit 258,785 230,588 220,947 209,423 209,447 Total net debt applicable to limit 14,882 15,901 16,885 17,839 18,753 Legal debt margin 243,903$ 214,687 $ 204,062$ 191,584 $ 190,694 $ Total net debt applicable to the limit as
a percent of debt limit 5.8% 6.9%
7.6% 8.5% 9.0%
(1) All exemptions (secured, utility, and unsecured rolls) are homeowners which is added to Net Assessed Value * ‐ 2019 & 2018 figures updated per San Joaquin County amounts Source: California Municipal Statistics Inc.
FISCAL YEAR
The Government Code of the State of California provides for a legal debt limit of 15% of gross assessed valuation. However, this provision was enacted when assessed valuation was based upon 25% of market value. Effective with the 1982 fiscal year, each parcel is now assessed at 100% of market value (as of the most recent change in ownership for that parcel). The computation shown above reflect a conversion of assessed valuation data for each fiscal year from the current full valuation perspective to the 25% level that was in effect at the time the legal debt margin was enacted by the State of California for local governments located within the state.
CITY OF LODI
LEGAL DEBT MARGIN INFORMATION
LAST TEN FISCAL YEARS
(Dollar amounts in thousands)
156
2016 2015 2014 2013 2012
Assessed valuation (1) 5,377,266$ 5,152,666$ 4,867,731$ 4,709,916$ 4,718,766$ Conversion percentage 25% 25% 25% 25% 25%
Adjusted assessed valuation 1,344,317 1,288,167 1,216,933 1,177,479 1,179,692 Debt limit percentage 15% 15% 15% 15% 15%
Debt Limit 201,647 193,225 182,540 176,622 176,954 Total net debt applicable to limit 19,637 19,950 20,004 20,048 19,333 Legal debt margin 182,010 $ 173,275 $ 162,536$ 156,574 $ 157,621 $ Total net debt applicable to the limit as
a percent of debt limit 9.7% 10.3%
11.0% 11.4% 10.9%
(1) All exemptions (secured, utility, and unsecured rolls) are homeowners which is added to Net Assessed Value * ‐ 2019 & 2018 figures updated per San Joaquin County amounts Source: California Municipal Statistics Inc.
FISCAL YEAR
The Government Code of the State of California provides for a legal debt limit of 15% of gross assessed valuation. However, this provision was enacted when assessed valuation was based upon 25% of market value. Effective with the 1982 fiscal year, each parcel is now assessed at 100% of market value (as of the most recent change in ownership for that parcel). The computation shown above reflect a conversion of assessed valuation data for each fiscal year from the current full valuation perspective to the 25% level that was in effect at the time the legal debt margin was enacted by the State of California for local governments located within the state.
CITY OF LODI
LEGAL DEBT MARGIN INFORMATION
LAST TEN FISCAL YEARS (CONTINUED)
(Dollar amounts in thousands)
157
Percentage City's Share
Total Debt Applicable (1) of Debt
OVERLAPPING DEBT:
San Joaquin Community College District 200,205,000 $ 7.459 % 14,933,291$ Lodi Unified School District 227,060,000 36.547 82,983,618 San Joaquin County Certificates of Participation 65,595,000 8.105 5,316,475 Lodi Unified School District Certificates of Participation 11,480,000 36.547 4,195,596 SUBTOTAL OVERLAPPING DEBT 107,428,980
DIRECT DEBT:
City of Lodi Lease Revenue Bonds 14,335,000 100.00 14,335,000 City of Lodi ‐Capital lease 169,099 100.00 169,099 SUBTOTAL DIRECT DEBT 14,504,099
TOTAL DIRECT AND OVERL APPING DEBT(2)
121,933,079$
2020‐21 Gross Assessed Valuation 6,900,922,739$
2020‐21 Population 68,751
Per Ca
pita Value
DEBT RATIOS Total Gross Debt 121,933,079 1,774 1.77%
(1) Percent of overlapping agency's assessed valuation located within the boundaries of the City. (2) Excludes tax an d revenue anticipation notes, enterprise revenue, mortgage revenue and tax allocation bonds and non‐bonded capital lease obligations.
SOURCE: California Municipal Statistics, San Francisco, CA San Joaquin County Auditors‐Controller Office
State of California, Department of Finance, Demographic Research Unit CITY OF LODI
DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT
June 30, 2021
158
Adjusted Adjusted Net
Fiscal Annual Operating Available Debt Service
Year Revenues (1) Expenses (2) Revenue Principal Interest (3) Total Coverage Electric Revenue Certificates of Participation
2021 77,896$ 58,841$ 19,055$ 2,250$ 1,938$ 4,188$ 4.55 2020 76,445 64,558 11,887 1,710 3,747 5,457 2.18 2019 69,846 58,916 10,930 ‐ 1,497 1,497 7.30 2018 73,505 50,317 23,188 2,510 2,788 5,298 4.38 2017 67,815 52,259 15,556 2,390 2,898 5,288 2.94 2016 70,440 51,205 19,235 5,195 3,094 8,289 2.32 2015 67,132 52,116 15,016 4,960 3,358 8,318 1.81 2014 67,144 50,349 16,795 4,750 3,606 8,356 2.01 2013 63,974 51,209 12,765 4,575 3,839 8,414 1.52 2012
65,220 50,164 15,056 3,270 4,021 7,291 2.07 Wastewater Certificates of Participation and Revenue Bonds 2021 17,949$ 6,001$ 11,948 1,899$ 1,434 3,333 3.58 2020 19,441 10,119 9,322 1,819 1,506 3,325 2.80 2019 17,864 8,301 9,563 1,753 1,573 3,326 2.88 2018 19,317 7,302 12,015 1,650 954 2,604 4.61 2017 16,707 10,128 6,579 1,575 1,492 3,067 2.15 2016
16,941 7,237 9,704 1,535 2,131 3,666 2.65 2015 15,845 6,335 9,510 1,500 2,172 3,672 2.59 2014 15,186 6,003 9,183 4,610 2,294 6,904 1.33 2013 14,305 5,674 8,631 1,500 2,560 4,060 2.13 2012 13,787 6,659 7,128 1,430 2,688 4,118 1.73 Water Revenue Bonds
2021
16,095$ 4,932$ 11,163$ 1,040$ 1,033$ 2,073$ 5.38 2020 17,061 11,316 5,745 1,010 1,422 2,432 2.36 2019 15,509 7,173 8,336 980 1,368 2,348 3.55 2018 17,187 10,895 6,292 950 1,356 2,306 2.73 2017 13,844 7,733 6,111 915 1,393 2,308 2.65 2016 13,025 6,801 6,224 870 1,482 2,352 2.65 2015 13,370 5,815 7,555 850 1,506 2,356 3.21 2014 14,166 6,835 7,331 825 1,530 2,355 3.11 2013
13,367 6,899 6,468 800 1,535 2,335 2.77 2012 13,275 5,392 7,883 775 1,530 2,305 3.42 Includes all nongeneral obligation long‐term debt backed by pledged revenues.
Details regarding the City's outstanding debt can be found in Note 8 to the basic financial statements. (1) Total operating revenues including investment earnings, operating grants, capital contributions (including developer impact fees) and other revenue.
(2) Total operating expenses including cost of services paid to the General Fund and excluding in‐lieu fees, depreciation and amortization.
(3) Net of Build America Bonds interest subsidy ‐ Water Revenue Bonds.
CITY OF LODI
PLEDGED‐REVENUE COVERAGE
LAST TEN FISCAL YEARS
(Dollars amounts in thousands)
159
Personal Per
Population San Joaquin Population Rank in Size Income Capita Fiscal Square City Percent County Percent of California (millions of Personal Unemployment Year Miles Population Change Population of County Cities dollars) Income Rate 2021 13.98 68,751 ‐1.2% 783,534 8.8% 131 2,739 $ 43,523$ 10.0% 2020 13.98 67,930 0.5% 773,632 8.8% 133 2,739 40,322 14.4% 2019 13.98 68,272 0.8% 770,385 8.9% 134 2,779 40,707 6.1% 2018 13.98 67,121 0.7% 758,744 8.8% 136 2,602 38,769 6.9% 2017 13.98 64,058 0.7% 746,868 8.6% 139 2,483 38,769 6.9% 2016 13.98 63,219 0.7% 733,383 8.6% 139 2,284 36,136 7.8% 2015 13.98 63,719 0.4% 719,511 8.9% 138 2,215 34,755 7.8% 2014 13.98 63,651 0.2% 710,731 9.0% 135 2,102 33,024 8.8% 2013 13.98 62,930 0.2% 698,414 9.0% 137 1,952 31,013 9.0% 2012 13.98 62,825 0.8% 695,750 9.0% 136 1,931 30,732 11.3% CITY OF LODI
DEMOGRAPHIC AND ECONOMIC STATISTICS
LAST TEN FISCAL YEARS
160
Percent Percent
of Total City of Total City
Employer Employees Rank Employment Empl oyees Rank Employment Lodi Unified School District 1,389 1 4.63 % 3,687 1 12.85 % 28,700 Pacific Coast Producers 1,298 2 4.33 1,000 3 3.48 28,700 Adventist Health Lodi Memorial * 1,204 3 4.01 1,340 2 4.67 28,700 Blue Shield of CA 1,042 4 3.47 915 4 3.19 28,700 Walmart Supercenter 439 5 1.46 240 9 0.84 28,700 City of Lodi 415 6 1.38 383 7 1.33 28,700
Rich Products formerly known as Cottage Bakery 276 7 0.92 28,700 Costco Wholesale 265 8 0.88 28,700
Frank C Alegre Trucking Inc 210 9 0.70 28,700 Farmers & Merchant Bank 191 10 0. 64 283 8 0.99 28,700 Cottage Bakery ‐ 527 5 1.84 28,700
General Mills (1) ‐ 478 6 1.67 28,700
Target 205 10 0.71 28,700
Total 6,729 22.42 9,058 31.56
Note: Principal employers are based on the best available information. * Count includes FTE, PTE, Temporary & Seasonal Employees. (1) General Mills permanently closed.
Source: MuniServices, LLC / an Avenu Insights & Analytics Company Results based on direct correspondence with city's local businesses.
Labor Force
CITY OF LODI
PRINCIPAL EMPLOYERS
CURRENT YEAR AND NINE YEARS AGO
Current Nine Years Ago
161
2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Department:
Administration 12 9 9 9 10 10 10 10 10 12 Community Development 13 11 11 11 11 11 11 9 9 9 Electric 52 52 52 52 51 49 44 43 40 40 Fire 57 57 53 53 54 54 57 53 53 54 Internal Services 35 34 31 31 32 31 31 31 31 29 Lib
rary 8 8 7 7 7 10 11 10 11 12 Parks, Recreation and Cultural Services 24 24 24 24 24 26 28 27 27 29 Police 111 109 103 103 103 102 107 104 104 103 Public Works 109 103 101 101 101 100 97 95 92 93 Total 421 407 391 391 393 393 396 382 377 381 Internal Services consists of Budget, Financial Services, Human Resources, and Information Services Source: City of Lodi Budget Document
Fiscal Year
CITY OF LODI
FULL‐TIME EQUIVALENT CITY GOVERNMENT EMPLOYEES
BY DEPARTMENT ‐ LAST TEN FISCAL YEARS
162
2021 2020 2019 2018 2017
General government:
Building permits issued 3,017 2,500 2,502 2,699 2,447 Business tax certificates:
Retail sales and service 3,008 2,755 3,014 2,137 2,443 Manufacturers and processors 167 81 87 75 76
Professions 328 315 330 294 308
Miscellaneous contractors, peddlers,
delivery vehicles, etc. 1,464 1,518 1,986 1,232 949 Utility billing/customer service:
Number of customers 25,166 24,764 24,576 24,259 26,018 Energy sales (KWH) 439,083,721 417,003,511 410,566,814 425,157,874 425,410,574 Peak demand (MW) 132.50 125.90 118 130.9 129 Public safety:
Police:
Major reported crimes 1,643 1,938 1,943 2,062 2,025 Total arrests 3,432 3,792 3,611 3,460 4,226 Dispatched calls for service 34,046 36,053 37,806 37,301 37,866 Fire:
Interior structure fire calls 130 133 70 56 51
Non‐structural fire calls 192 188 255 235 177
Hazardous materials calls 78 64 87 55 90
Emergency medical calls 3,866 3,557 3,915 5,364 3,572 Total emergency calls 7,206 7,211 7,600 6,996 5,869 Total number of units dispatched 7,629 8,317 7,701 8,230 7,225 Public works:
Miles of streets resurfaced 6.5 6.6 3 0 6
Fleet job orders completed 2147 2106 1,866 1,744 2,129 Trees planted 245 657 500 372 135
Water utility:
New connections 227 189 290 180 205
Water main breaks 6 5 1 2
2 Wastewater utility:
Average daily treatment (million gal/day) 4.50MG 4.55MG 4.6MG 4.5MG 4.65MG Library:
Registered borrowers 54,263 64,864 67,334 63,631 64,742 Circulation of library materials 35,528 134,950 168,793 162,796 187,853 Reference, research and informational
questions answered 2495 8024 11,296 9,852 9,695 Annual attendance at libraries 67,892 172,631 231,391 225,558 231,602 Number of programs offered 265 653 715 789 764
Annual attendance at programs 4168 14863 18,825 24,682 23,960 Public access computer usage 12,376 24,033 27,603 25,825 31,205 Community center:
Community center bookings 307 501 809 595 597
Instructional classes 59 481 616 438 554
Registered students 157 1,172 2,546 2,695 3,010 Yearly attendance 2,663 9,521 14,220 11,011 13,925 Parks and recreation:
CITY after school program 230/5 2,474/4 2,950/4 2,705/4 1,964/4 LUSD After School Program 3993/12 9,944/12 9,867/10 12,985/13 13,016/3 Camps 284/3 225/3 63 1/3 70 2/3 103
Adult sports
Program/Participation 240 1,176 2,045 1,990 1,895 Programs offered 6 6 14 14 14
Partnerships 0 0 2 2 2
Tournaments 0 0 7 4 6
Youth/Teen sports
Program attendance 128 1,165 3,517 3,480 3,496 Programs offered 2 11 18 11 18
Aquatics
Program attendance 4,937 18,336 18,202 26,571 28,974 Number of programs 8 13 12 8 14
Source: City of Lodi
Fiscal Year
CITY OF LODI
OPERATING INDICATORS BY FUNCTION/PROGRAM/DEPARTMENT
LAST TEN FISCAL YEARS
163
2016 2015 2014 2013 2012
General government:
Building permits issued 2,482 2,404 2,404 1,578 1,461 Business tax certificates:
Retail sales and service 2,288 2,281 2,281 2,526 2,485 Manufacturers and processors 78 23 23 78 77
Professions 316 323 323 362 364
Miscellaneous contractors, peddlers,
delivery vehicles, etc. 1,268 1,256 1,256 1,456 1,362 Utility billing/customer service:
Number of customers 26,034 25,912 25,912 23,927 23,761 Energy sales (KWH) 437,246,335 438,780,911 438,780,911 435,822,465 435,655,731 Peak demand (MW) 124 134 134 122 116
Public safety:
Police:
Major reported crimes 3,068 2,268 2,268 2,643 3,573 Total arrests 4,083 3,690 3,690 3,825 4,350 Dispatched calls for service 40,390 35,992 35,992 50,124 46,756 Fire:
Interior structure fire calls 33 32 32 67 57
Non‐structural fire calls 154 143 143 209 163
Hazardous materials calls 73 65 65 58 41
Emergency medical calls 3,123 3,418 3,418 3,882 3,820 Total emergency calls 5,238 3,666 3,666 5,823 5,620 Total number of units dispatched 7,430 5,727 5,727 7,954 7,855 Public works:
Miles of streets resurfaced 6 6 6 6 6
Fleet job orders completed 2,162 2,500 2,500 1,803 1,953 Trees planted 135 135 135 131 131
Water utility:
New
connections 69 8 8 8 7
Water main breaks 3 16 16 14 10
Wastewater utility:
Average daily treatment (million gal/day) 4.6MG 4.6MG 4.6MG 5.10MG 5.5MG Library:
Registered borrowers 60,362 58,824 58,824 51,594 47,147 Circulation of library materials 199,096 197,673 197,673 215,293 217,742 Reference, research and informational
questions answered 11,109 13,189 13,189 16,270 14,463 Annual attendance at libraries 245,936 224,762 222,148 Number of programs offered 456 432 432 407 432
Annual attendance at programs 15,452 12,888 12,888 14,443 12,993 Public access computer usage 34,071 34,071 41,180 45,871 47,428 Community center:
Community center bookings 758 794 769 718 698
Instructional classes 518 500 553 580 307
Registered students 2,744 2,586 3,269 2,819 3,713 Yearly attendance 13,925 13,925 13,925 13,925 13,925 Parks and recreation:
CITY after school program 1,898/4 1,679/4 1,630/4 1,811/4 1,783/4 LUSD After School Program 12,318/13 12,001/13 12,878/13 11,800/13 8,285/9 Camps 67 74 89 45 71
Adult sports
Program/Participation 1,976 2,106 2,082 2,246 2,420 Programs offered 15 18 17 16 15
Partnerships 2 2 2 2 3
Tournaments 8 10 5 6 12
Youth/Teen sports
Program attendance 3,652 3,621 3,672 3,643 3,889 Programs offered 18 18 18 19 24
Aquatics
Program attendance 28,195 28,009 27,731 23,414 34,366 Number of programs 14 15 13 13 25
Source: City of Lodi
LAST TEN FISCAL YEARS (CONTINUED)
Fiscal Year
CITY OF LODI
OPERATING INDICATORS BY FUNCTION/PROGRAM/DEPARTMENT
164
2021 2020 2019 2018 2017
General government:
Total square miles 13.98 13.98 13.98 13.98 13.98
Public safety:
Police:
Facilities:
Stations 1111 1
Animal control facility 1111 1
Police training facility (pistol range) 1111 1
Vehicles:
Marked patrol cars 29 27 21 23 23
Motorcycles and scooters 5556 7
Animal control vehicles 2222 2
Other automobiles 37 35 36 37 37
Fire:
Facilities:
Fire stations 4444 4
Vehicles:
Fire engines 8766 7
Trucks/Trailers 5555 8
Other automobiles 8658 5
Boat 1
Public works:
Miles of streets 198 194 190 190 202
Miles of alley ways 12 12 12 12 16
Traffic signals 70 70 69 69 68
Street lights 7,910 7,776 7,739 7,697 7,270
Parks and recreation:
Parks and squares 29 29 28 28 26
Park acreage 371 371 367 366 361
Boating facilities ‐ launch lanes 1111 1
Senior center 1111 1
Community Centers 1111 1
Swimming pools 4444 4
Baseball/softball diamonds 18 18 20 20 20
Tennis courts 9 9 11 11 11
Pickleball courts 6 6 ‐‐ ‐
Skateboard park 1111 1
Playgrounds 22 22 20 17 20
Ballpark 24 24 24 24 24
Soccer Field 22 22 22 22 22
Football Field 1111 1
Handball/Basketball/Volleyball Courts
/
Bocce Courts 15 15 15 12 12
Horseshoe Pits 9998 8
Library:
Central library 1111 1
Total items in collection 106,975 108,750 110,000 111,544 125,730 Integrated library system 1111 1
Microfilm readers 0000 0
Microfilm readers/printers 0000 1
Self check out machines 3333 3
Electric utility:
Overhead lines 12kv (miles) 116.98 117 117 117.19 117
Overhead lines 60kv (miles) 14 14 14 13.56 14
Underground lines (miles) 138.69 133 129 128.36 123
Water utility:
Water main lines 248 245 245 245 243
Water storage capacity (gallons) 5,100,000 4,100,000 4,100,000 4,100,000 4,100,000 Water wells 28 28 28 28 28
Water reservoirs 4333 3
Water Treatment Plant 1111 1
Wastewater utility:
Wastewater main lines (miles) 205 203 203 203 196
Treatment capacity 8.5MG 8.5MG 8.5MG 8.5MG 8.5MG
Wastewater treatment plant 1111 1
Wastewater Pump Stations 13 13 13 13 9
Stormwater utility:
Stormwater main drain lines (miles) 132 130 130 130 128 Stormwater pump stations 17 17 17 17 16
Central parking district:
Parking structure 1111 1
Parking spaces 2450 2450 2,450 2,450 2,450 Parking lots 25 25 25 25 25
Source: City of Lodi Departments
CITY OF LODI
CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM/DEPARTMENT LAST TEN FISCAL YEARS
Fiscal Year
165
2016 2015 2014 2013 2012
General government:
Total square miles 13.98 13.98 13.98 13.98 13.98
Public safety:
Police:
Facilities:
Stations 111 1 1
Animal control facility 1 1 1 1 1
Police training facility (pistol range) 1 1 1 1 1
Vehicles:
Marked patrol cars 23 23 23 23 23
Motorcycles and scooters 7 7 5 5 5
Animal control vehicles 2 2 2 2 2
Other automobiles 37 37 37 37 37
Fire:
Facilities:
Fire stations 4 4 4 4 4
Vehicles:
Fire engines 6 6 6 6 6
Trucks/Trailers 6 6 6 6 5
Other automobiles 11 11 11 11 9
Boat
Public works:
Miles of streets 202 202 202 202 202
Miles of alley ways 16 16 16 16 16
Traffic signals 67 67 67 67 67
Street lights 7,270 7,270 7,270 7,270 7,270
Parks and recreation:
Parks and squares 26 26 26 26 26
Park acreage 361 361 361 361 373
Boating facilities ‐ launch lanes 1 1 1 1 1
Senior center 111 1 1
Community Centers 1 1 1 1 1
Swimming pools 4 4 4 4 4
Baseball/softball diamonds 20 20 20 20 24
Tennis courts 11 11 11 11 11
Pickleball courts ‐‐‐ ‐ ‐
Skateboard park 111 1 1
Playgrounds 20 20 20 20 22
Ballpark 24 24 24 24 24
Soccer Field 22 22 22 22 22
Football Field 1 1 1 1 1
Handball/Basketball/Volleyball Courts
/
Bocce Courts 12 12 12 12 10
Horseshoe Pits 8 8 8 8 8
Library:
Central library 111 1 1
Total items in collection 130,657 119,554 148,287 149,243 135,113 Integrated library system 1 1 1 1 1
Microfilm readers 0 1 1 1 1
Microfilm readers/printers 1 1 1 1 1
Self check out machines 322 2 2
Electric utility:
Overhead lines 12kv (miles) 117 117 117 133 133
Overhead lines 60kv (miles) 14 14 14 14 14
Underground lines (miles) 121 118 115 159 159
Water utility:
Water main lines 240 236 236 236 236
Water storage capacity (gallons) 4,100,000 4,100,000 4,100,000 4,100,000 1,100,000 Water wells 28 28 28 28 27
Water reservoirs 3 3 3 3 2
Water Treatment Plant 100 0 0
Wastewater utility:
Wastewater main lines (miles) 196 196 196 196 196
Treatment capacity 8.5 MG 8.5 MG 8.5 MG 8.5 MG 8.5 MG
Wastewater treatment plant 111 1 1
Wastewater Pump Stations 900 0 0
Stormwater utility:
Stormwater main drain lines (miles) 126 124 124 124 124 Stormwater pump stations 16 14 14 14 14
Central parking district:
Parking structure 1 1 1 1 1
Parking spaces 2,450 2,450 2,450 2,453 2,453 Parking lots 25 25 25 25 25
Source: City of Lodi Departments
Fiscal Year
CITY OF LODI
CAPITAL ASSET STATISTICS BY FUNCTION/PROGRAM/DEPARTMENT LAST TEN FISCAL YEARS (CONTINUED)
166
AGENDA ITEM H-03
APPR
OVED: ________________________________
Stephen Schwabauer, City Manager
CITY OF LODI
COUNCIL COMMUNICATION
TM
AG
ENDA TITLE: Provide Direction to Staff Regarding Council Request to Have Staff Run Town Hall Meetings on a Monthly Basis for Individual Districts
M
EETING DATE: January 19, 2022
P
REPARED BY: City Manager
RE
COMMENDED ACTION: Provide direction to staff regarding Council request to have staff run town hall meetings on a monthly basis for individual districts.
B
ACKGROUND INFORMATION: Council Member Khan requested that staff host monthly town hall meetings for District 4 at Carnegie Forum. Council Member Khan would like staff to prepare staff reports and options for agenda items specific to his district.
T
he Lodi Municipal Code and past practice require Council approval prior to dedication of significant staff resources to any single Council Member’s request. As such, staff is seeking direction on whether to accommodate the request. Staff does express concern about accommodating the request, as it could result in five additional meetings each month, along with staff reports, if Councilmembers in the future made requests for town hall meetings specific to all five districts separately.
T
he amount of staff time necessary to accommodate even one district specific meeting, let alone an additional five meetings per month would necessitate additional staff in the Clerk’s office and in the involved departments or a modification of the City wide Council meeting/shirtsleeve frequency to lessen the workload. Staff can of course accommodate the request, but would request Council authorize additional staff to accomplish the increased work load.
S
taff therefore requests direction on whether the additional district specific town hall meetings are a Council priority necessitating further analysis on additional and ongoing resources that may be required out of Mid-Year FY 2021-22 adjustments or the FY 2022-23 budget.
F
ISCAL IMPACT: None
F
UNDING AVAILABLE: Not Applicable
_______________________________________
Stephen Schwabauer
City Manager
AGENDA ITEM I-01
APPROVED: _______________________________________
Stephen Schwabauer, City Manager
\\cvcfilv01\administration$\Shared\cityclerk\Agenda\2022\011922\CLK - Ord1990\Ordinance1.doc
CITY OF LODI
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Adopt Ordinance No. 1990 Entitled, “An Ordinance of the Lodi City Council Amending Lodi Municipal Code Title 17 – Development Code – Article 3, ‘Site Planning and General Development Standards,’ Chapter 17.34, ‘Signs,’ by Adding Section 17.34.070.G, ‘Freeway Oriented Electronic Billboard,’ and by Amending Article 7, ‘Definitions,’ Chapter 17.78, ‘Definitions,’ Section 17.78.020, ‘Definitions of Specialized Terms and Phrases,’ by Adding ‘Freeway Oriented Electronic Billboard’”
MEETING DATE: January 19, 2022
PREPARED BY: City Clerk
RECOMMENDED ACTION: Motion waiving reading in full and (following reading by title) adopting the attached Ordinance No. 1990.
BACKGROUND INFORMATION: Ordinance No. 1990 entitled, “An Ordinance of the Lodi City Council Amending Lodi Municipal Code Title 17 – Development Code – Article 3, ‘Site Planning and General Development Standards,’ Chapter 17.34, ‘Signs,’ by Adding Section 17.34.070.G, ‘Freeway Oriented Electronic Billboard,’ and by Amending Article 7, ‘Definitions,’ Chapter 17.78, ‘Definitions,’ Section 17.78.020, ‘Definitions of Specialized Terms and Phrases,’ by Adding ‘Freeway Oriented Electronic Billboard,’” was introduced at the regular City Council meeting of January 5, 2022.
ADOPTION: With the exception of urgency ordinances, no ordinance may be passed within five days of its introduction. Two readings are therefore required – one to introduce and a second to adopt the ordinance. Ordinances may only be passed at a regular meeting or at an adjourned regular meeting; except for urgency ordinances, ordinances may not be passed at a special meeting. Id. All ordinances must be read in full either at the time of introduction or at the time of passage, unless a regular motion waiving further reading is adopted by a majority of all council persons present. Cal. Gov’t Code § 36934.
Ordinances take effect 30 days after their final passage. Cal. Gov’t Code § 36937.
This ordinance has been approved as to form by the City Attorney.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Not applicable.
_________________________
Pamela M. Farris
Assistant City Clerk
PMF
Attachment
ORDINANCE NO. 1990
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF LODI AMENDING LODI MUNICIPAL CODE TITLE 17 – DEVELOPMENT CODE – ARTICLE 3, “SITE PLANNING AND GENERAL DEVELOPMENT STANDARDS,” CHAPTER 17.34, “SIGNS,” BY ADDING SECTION 17.34.070.G, “FREEWAY ORIENTED ELECTRONIC BILLBOARD,” AND BY AMENDING ARTICLE 7, “DEFINITIONS,” CHAPTER 17.78, “DEFINITIONS,” SECTION
17.78.020, “DEFINITIONS OF SPECIALIZED TERMS AND PHRASES,” BY ADDING “FREEWAY ORIENTED ELECTRONIC BILLBOARD”
========================================================================
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LODI AS FOLLOWS:
SECTION 1. Lodi Municipal Code Title 17 – Development Code – Article 3, “Site Planning and General Development Standards ,” Chapter 17.34 , “Signs,” is hereby amended by adding Section 17.34.070.G, “Freeway Oriented Electronic Billboard,” to read as follows:
17.34.070 – Standards for Specific Sign Types
G. Freeway Oriented Electronic Billboard. The following apply to Freeway Oriented Electronic Billboards:
1. No more than two (2) Freeway Oriented Electronic Billboards shall be allowed within the City.
2. Freeway Oriented Electronic Billboards shall be located on private property.
3. Freeway Oriented Electronic Billboards are exempt from the prohibition of permanent off-site signs, and may display advertising or messages for businesses, events, etc., which are not on the same parcel as the sign.
4. All design standards and specifications shall be identified in a development agreement with the City, which shall be approved by the City Council.
5. The design standards and specifications shall include a specific design for the sign, including dimensions, materials, colors, and architecture. The specific design shall be subject to review by the Site Plan and Architectural Review Committee.
SECTION 2. Lodi Municipal Code Title 17 – Development Code – Article 7 , “Definitions,” Chapter 17.78, “Definitions,” Section 17.78.020, “Definitions of specialized terms and phrases ,” shall read:
17.78.020 – Definitions of specialized terms and phrases “Freeway Oriented Electronic Billboard” is a sign which is predominantly comprised of an electronic sign board and which is designed, located, and operated primarily to be visibl e from motorists on the freeway.
2 SECTION 3. No Co nflict. All ordinances and parts of ordinances in conflict herewith are repealed insofar as such conflict may exist.
SECTION 4. No Mandatory Duty of Care. This ordinance is not intended to and shall not be construed or given effect in a manner which imposes upon the City, or any officer or employee thereof, a mandatory duty of care toward persons or property within the City or outside of the City so as to provide a basis of civil liability for damages, except as otherwise imposed by law.
SECTION 5. Severability. If any provision of this ordinance or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of the ordinance which can be given effect without the invalid provi sion or application. To this end, the provisions of this ordinance are severable. The City Council hereby declares that it would have adopted this ordinance irrespective of the invalidity of any particular portion thereof.
SECTION 6. Effective Date and Publication. This Ordinance shall take effect thirty (30) days after its adoption. In lieu of publication of the full text of the Ordinance within fifteen (15) days after its passage, a summary of the Ordinance may be published at least five (5) days pri or to and fifteen (15) days after adoption by the City Council, and a certified copy shall be posted in the office of the City Clerk pursuant to Government Code section 36933(c)(1).
Approved this 19th day of January, 2022
___________________________________
MARK CHANDLER
Attest: Mayor
PAMELA M. FARRIS
Assistant City Clerk
========================================================================
3 State of California
County of San Joaquin, ss.
I, Jennifer Cusmir , City Clerk of the City of Lodi, do hereby certify that Ordinance No. 1990 was introduced at a regular meeting of the City Council of t he City of Lodi held January 5, 2022, and was thereafter passed, adopted, and ordered to print at a regular meeting of said Council held January 19, 2022, by the following vote:
AYES: COUNCIL MEMBERS –
NOES: COUNCIL MEMBERS –
ABSENT: COUNCIL MEMBERS –
ABSTAIN: COUNCIL MEMBERS –
I further certify that Ordinance No. 1990 was approved and signed by the Mayor on the date of its passage and the same has been published pursuant to law.
PAMELA M. FARRIS
Assistant City Clerk
Approved as to Form:
JANICE D. MAGDICH
City Attorney
AGENDA ITEM I-02
APPROVED: _______________________________________
Stephen Schwabauer, City Manager
\\cvcfilv01\administration$\Shared\cityclerk\Agenda\2022\011922\CLK - Ord1991\Ordinance2.doc
CITY OF LODI
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Adopt Ordinance No. 1991 Entitled, “An Ordinance of the Lodi City Council Amending Lodi Municipal Code Title 13 – Public Services – by Repealing and Reenacting Section 13.12.150, ‘Connections Outside City,’ in Its Entirety”
MEETING DATE: January 19, 2022
PREPARED BY: City Clerk
RECOMMENDED ACTION: Motion waiving reading in full and (following reading by title) adopting the attached Ordinance No. 1991.
BACKGROUND INFORMATION: Ordinance No. 1991 entitled, “An Ordinance of the Lodi City Council Amending Lodi Municipal Code Title 13 – Public Services – by Repealing and Reenacting Section 13.12.150, ‘Connections Outside City,’ in Its Entirety,” was introduced at the regular City Council meeting of January 5, 2022.
ADOPTION: With the exception of urgency ordinances, no ordinance may be passed within five days of its introduction. Two readings are therefore required – one to introduce and a second to adopt the ordinance. Ordinances may only be passed at a regular meeting or at an adjourned regular meeting; except for urgency ordinances, ordinances may not be passed at a special meeting. Id. All ordinances must be read in full either at the time of introduction or at the time of passage, unless a regular motion waiving further reading is adopted by a majority of all council persons present. Cal. Gov’t Code § 36934.
Ordinances take effect 30 days after their final passage. Cal. Gov’t Code § 36937.
This ordinance has been approved as to form by the City Attorney.
FISCAL IMPACT: Not applicable.
FUNDING AVAILABLE: Not applicable.
_________________________
Pamela M. Farris
Assistant City Clerk
PMF
Attachment
ORDINANCE NO. 1991
AN ORDINANCE OF THE LODI CITY COUNCIL AMENDING LODI MUNICIPAL CODE TITLE 13 – PUBLIC SERVICES – CHAPTER 13.12, “SEWER SERVICE” BY REPEALING AND REENACTING SECTION 13.12.150, “CONNECTIONS OUTSIDE CITY,” IN ITS ENTIRETY
==============================================================================
BE IT ORDAINED BY THE LODI CITY COUNCIL AS FOLLOWS:
SECTION 1. Lodi Municipal Code Title 13 – Public Services – Chapter 13.12, “Sewer Service,” is hereby amended by repealing and reenacting Sect ion 13. 12.150, “Connections Outside City ,” in its entirety. Section 13.12.150 shall read as follows:
SECTION 13.12.150 - CONNECTIONS OUTSIDE CITY
A. Whereas:
1. San Joaquin County will retain its authority over land use approval for wineries located wi thin county jurisdiction.
2. The city of Lodi's general plan contains the following land use element goals:
a. Policy LU-A.1— The city shall seek to preserve Lodi's small -town and rural qualities. b. Policy LU -A.4—The city shall promote reinvestment in downtown Lodi and in the Eastside area that upgrades the general quality of development in these areas. c. Goal LU -B—To preserve agricultural land surrounding Lodi and to discourage premature development of agricultural land with nonagricultural uses, whi le providing for urban needs. d. Policy LU -B.1—The city shall encourage the preservation of agricultural land surrounding the city.
e. Policy LU -B.2—The city should designate a continuous open space greenbelt around the urbanized area of Lodi to maintain and enhance the agricultural economy. f. Policy LU -B.6—The city shall encourage San Joaquin County to retain agricultural uses on lands adjacent to the city.
g. Goal LU-D—To promote and retain development in downtown Lodi. h. Policy LU -D.1—The city shall preserve and promote downtown Lodi and the city's social and cultural center and an economically viable retail and professional office district. i. Policy LU- D.3—The city shall enhance pedestrian activity and pedestrian amenities in downtown Lodi.
3. The city encourages compact development and discourages leapfrog development and urban sprawl within the Highway 12/Interstate 5 corridor, all of which would be inconsistent with the above general plan goals. The city's general plan is committed to the above goals within its own boundaries as well, stating the following:
a. A-5 The city shall require specific development plans in areas of major new development. b. E-2 The city shall promote downtown Lodi as the primary pedestrian- oriented, commercial area of Lodi.
2 c. E -4 The city shall ensure the new commercial development be designed to avoid the appearance of strip development.
d. E-7 In approving new commercial projects, the city shall seek to ensure that such projects reflect the city's concern for achieving and maintaining high quality development.
4. Providing wastewater treatment service to Flag City on the condition that service not be afforded to developments that conflict with the goals set forth herein furthers those goals by concentrating development in an existing county service area with set boundaries.
5. County acknowledges the goals set forth in the Lodi general plan as set forth above and has similar provisions in its general plan which encourage agricultural uses, compact land use and development, and discourage "leap frog development" and "urban sprawl." Toward these ends, the county general plan provides:
a. To make efficient use of land and promote a functional development pattern with varied and compatible land uses.
b. To minimiz e the effect on agricultural lands and other environmental resources while providing for orderly growth.
c. To create a visually attractive county.
d. To avoid the problems and costs imposed on local government by development that does not have adequate services.
e. Rural communities shall:
i. Be planned to have minimal growth, mainly infill development, with expansion discouraged;
ii. Be planned to serve the immediate needs of the community's residents or the surrounding agricultural community;
iii. Have a minimum land area of fifty acres or have been identified on the general plan 1995 map as a residential area.
f. Development shall be orderly and compact.
g. Development should occur on vacant lots within existing communities as "infill" before extending beyond the current developed areas of a community. h. Freeway Service.
i. Function. Provide for commercial uses oriented almost exclusively to serving the needs of the freeway traveler.
ii. Typical Uses. Travel -related businesses including gasoli ne service stations, food and beverage sales, eating and drinking establishments, and hotels and motels. iii. Development and Locational Criteria. Freeway service areas shall be:
(A) Designated only adjacent to full freeway interchanges where development will be easily accessible and visible to the freeway traveler; (B) Limited in number to encourage clustering of uses at selected interchanges;
(C) Limited in area in order to reduce impacts on surrounding land uses and control the physical and visual ex tent of these areas; 3 (D) Developed so that buildings occupy no more than sixty percent of the lot and are no more than three stories in height; and
(E) Designed in an attractive manner that creates a favorable impression of the county by considering the overall site design, landscaping, scale of development, signage, relationship to adjacent uses, circulation and parking, and architecture.
6. There is a need for upgraded sewer treatment facilities to service Flag City and the parties wish to cooperativel y ensure that any development that occurs in Flag City is orderly, compact and in compliance with the goals of the city and county general plans.
B. Now therefore be it further ordained as follows:
1. Service Outside Lodi. Except as set forth below, no discharge from private facilities or properties outside the city of Lodi shall be allowed into the domestic sewerage or storm drainage systems. The city council may by contract allow connection from: (1) winery facilities outside Lodi to the industrial sewerage system on the terms set forth in this section so long as the system has adequate existing capacity to service the waste or (2) publicly -owned wastewater systems or existing publicly -licensed sanitary service providers to City residents ("public district" ) to the domestic wastewater treatment system on terms set forth in this section so long as the system has adequate existing capacity to service the waste.
2. Terms of Private Industrial Connection. Any winery wastewater connection permitted pursuant to the contract called for in this section shall contain the following minimum terms:
a. Permit. Applicant shall comply with the terms of the industrial system discharge permit to be issued by the city, which will include but not be limited to limitations on flow, BOD, p H, TDS, and suspended solid concentrations and prohibitions on discharge of hazardous waste in conformance with the city's discharge permit.
b. Rate/Surcharge. Winery's rate for discharge shall be set at one hundred fifty percent of the city's standard published rate for industrial waste. c. Capacity Charge. Winery shall pay a one- time capacity charge based on annual flow and BOD loading prior to connection per this chapter.
d. Non- Assignment. Applicant may not sell capacity or accept wastewater from other locations.
e. Downtown Retail Presence. Applicant shall open and operate a wine tasting room to market its products in downtown Lodi during the entire term of its connection to the city's sewer system. The establishment shall be operated wi thin the following minimum requirements:
i. It shall be at least five hundred square feet, have its products available for sampling and sale, and be open a minimum of forty hours per week, including Saturday and Sunday and shall be located in downtown Lodi as defined by the area bordered by Church Street, Lodi Avenue, Lockeford Street, and the Union Pacific Railroad tracks. ii. If this condition cannot be met within twelve months of connection, applicant shall pay an annual downtown development and promot ional in- lieu fee in the amount established by the city council. The fee shall be retroactive for one year and shall be assessed annually (until such time as the requirements of subsection i of this paragraph have been satisfied) as annually adjusted accor ding to the Bay Area- All Items Consumer Price Index. If condition i. above cannot be met within six years of connection, this agreement will terminate and applicant will be required to make alternate arrangements for its wastewater. 4 f. Annexation. Applicant, in consideration for receiving city sewer service, will consent to the annexation to the city of Lodi of its property served by the city industrial sewerage system, waives any right to protest the annexation, and assigns to the city any right to vote on the annexation.
Annexation shall occur when and if the city deems the annexation of the subject property feasible and advisable. In the event the annexation is sought by applicant, applicant agrees to pay city an amount to cover the subject property's pr oportionate share of the costs to conduct the annexation. In the event that the applicant does ultimately connect to city service, applicant agrees to enter into a short-form memorandum of agreement expressing the obligations of this paragraph in recordabl e form.
3. Terms of Public District Connection. Any delivery of wastewater permitted pursuant to this section shall be subject to the following minimum terms:
a. Permit. Public district shall comply with the terms of a discharge permit to be issued by the city, which will include but not be limited to limi tations on maximum flow, BOD, pH , TDS and suspended solid concentrations and prohibitions on discharge of hazardous waste in conformance with the city's NPDES permit. The terms of this discharge permit wi ll be no more stringent than those required under the city's NPDES permit. However, city may change the terms of the discharge permit without notice if necessary to comply with state or federal requirements.
b. Volume. Limits will be set by contract that cannot exceed the White Slough Wastewater Treatment Plant's capacity.
c. Rate/Surcharge. Public district's charges will be as established by the city for its high strength customer users plus a surcharge in an amount to be set by contract. d. Capacity Charge. Public district shall pay a one- time capacity charge based on the then- current rates for new city development at the time of connection. (These charges are adjusted annually). Additional capacity charges at the current city rates will apply for each increment of effluent over the amount initially paid. Capacity charge reductions or credits may be granted for steps taken by public district to minimize impacts to city's overall treatment plant capacity through pre- treatment, off -peak delivery, or other mutually agreed strategies. e. Administrative Charge. Public district shall pay city a fee to be set by contract as a one- time administrative charge upon the execution of such contract. f. Public district will be solely responsible for all costs associat ed with installing a pipeline ("collection facilities") to connect to Lodi's system.
g. City will bill for its services directly to public district and not to individual customers.
Annual billing will begin with commencement of flow to the city's facility and will be billed in advance for a twelve- month period, based on estimated flow and strength. Subsequent annual billings will be based on actuals for the prior twelve months. Public district will pay all invoices within thirty days of the date of the inv oice. h. Neither public district will knowingly allow any person or entity to discharge to its collection facilities whose property is outside the public district service area, without prior city approval, which city may withhold in its absolute discretion.
i. Reimbursement. Public district shall reimburse the city for all costs incurred by the city in connection with the project.
SECTION 2 No Mandatory Duty of Care. This ordinance is not intended to and shall not be construed or given effect in a manner which imposes upon the City, or any officer or employee thereof, a mandatory duty of care towards persons or property within the City or outside of the City so as to provide a basis of civil liability for damages, except as otherwise imposed by law.
5 SECTION 3. Severability. If any provision of this ordinance or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of the ordinance which can be given effect without the invalid provision or application. To this end, the provisions of this ordinance are severable. The City Council hereby declares that it would have adopted this ordinance irrespective of the invalidity of any particular portion thereof.
SECTION 4 All ordinance and parts of ordinances in conflict herewith are repealed insofar as such conflict may exist.
SECTION 5. Effective Date and Publication. This ordinance shall take effect 30- days after its adoption. In lieu of publication of the full text of the or dinance within fifteen (15) days after its passage, a summary of the ordinance may be published at least five (5) days prior to and fifteen (15) days after adoption by the City Council, and a certified copy shall be posted in the office of the City Clerk pursuant to Government Code section 36933(c) (1).
Approved this 19
th day of January, 2022.
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ATTEST: MARK CHANDLER
Mayor
______________________________
PAMELA M. FARRIS
Assistant City Clerk
State of California
County of San Joaquin
I, Jennifer Cusmir, City Clerk of the City of Lodi, do hereby certify that Ordinance No. 1991 was introduced at a regular meeting of the City Council of the City of Lodi held January 5, 2022, and was thereafter passed, adopted, and ordered to print at a regular meeting of said Council held January 19, 2022, by the following vote:
AYES: COUNCIL MEMBERS –
NOES: COUNCIL MEMBERS –
ABSENT: COUNCIL MEMBERS –
ABSTAIN: COUNCIL MEMBERS –
I further certify that Ordinance No. 1991 was approved and signed by the Mayor on the date of its passage and the same has been published pursuant to law.
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PAMELA M. FARRIS
Assistant City Clerk
Approved as to Form:
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JANICE D. MAGDICH
City Attorney