Agenda — Lodi City Council, March 18, 2026 (part 2 of 3)

184

WHAT IS NOT COVERED
 DAMAGE DUE TO ACCIDENT, MISUSE, or ALTERATION — Defects and damage caused as the result of any of the following are not covered:
— Flood, collision, fire, theft, freezing, vandalism, riot, explosion, or objects striking the vehicle; — Misuse of the vehicle;
— Installation into unapproved a pplications and installations; — Alterations or modification of th e transmission or the vehicle, and — Damage resulting from improper storage (refer to long-term st orage procedure outlined in the applicable Allison Service Manual) — Anything other than defects in Allison Transmission material or workmanship NOTE: This warranty is void on transmissions used in vehicles currently or previously titled as salvaged, scrapped, junked, or totale d.  CHASSIS, BODY, and COMPONENTS — The chassis and body company (assemblers) and other component and equipment manufacturers are solely responsible for warranties on the chassis, body, component(s), and equipment they provide. Any transmission repair caused by an alteration(s) made to the Allison transmission or the vehicle which allows the transmission to be installed or operated outside of the limits defined in the appropriate Allison Installation Guideline is solely the responsibility of the entity making the alteration(s).  DAMAGE CAUSED by LACK of MAINTENANCE or by th e USE of TRANSMISSION FLUIDS NOT RECOMMENDED in the OPERATOR’S MANUAL — Defects and damage caused by any of the following are not covered:
— Failure to follow the recommendations of the maintena nce schedule intervals applicable to the transmission; — Failure to use transmission fluids or maintain transm ission fluid levels recommended in the Operator’s Manual.  MAINTENANCE — Normal maintenance (such as replacement of filters, screens, and transmission fluid) is not covered and is the owner’s responsibility.
 REPAIRS by UNAUTHORIZED DEALERS — Defects and damage caused by a service outlet that is not an authorized Allison Transmission Distributor or Dealer are not covered.
 USE of OTHER THAN GENUINE ALLISON TRANSMISSION PARTS — Defects and damage caused by the use of parts that are not genuine Allison Transmission parts are not covered.  EXTRA EXPENSES — Economic loss and extra expenses are not covered. Examples include but are not limited to: loss of vehicle use; inconvenience; storage; payment for loss of time or pay; vehicle rental expense; lodging; meals; or other travel costs.  “DENIED PARTY” OWNERSHIP — Warranty repair parts and labor costs are not reimbursed to any participating or non-participating OEMs, dealers or distributors who perform warranty work for, or on behalf of, end users identified by the United States as being a “denied party” or who are citizens of sanctioned or embargoed countries as defined by the U.S. Department of Treasury Office of Foreign Assets Control. Furthermore, warranty reimbursements are not guaranteed if the reimbursement would be contrary to any United States export control laws or regulations as defined by the U.S. Department of Commerce, the U.S. Department of State, or the U.S. Department of Treasury.

OTHER TERMS APPLICABLE TO CONSUMERS AS DEFINED by the MAGNUSON-MOSS WARRANTY ACT This warranty gives you specific legal rights and you may also have other rights which vary from state to state.

Allison Transmission does not authorize any person to create for it any other obligation or liability in connection with these transmissions.

ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE APPLICABLE TO THESE TRANSMISSIONS IS LIMITED IN DURATION TO THE DURATION OF THIS WRITTEN WARRANTY.

PERFORMANCE OF REPAIRS AND NEEDED ADJUSTMENTS IS THE EXCLUSIVE REMEDY UNDER THIS WRITTEN WARRANTY OR ANY IMPLIED WARRANTY. ALLISON TRANSMISSION SHALL NOT BE LIABLE FOR INCIDENTAL OR

CONSEQUENTIAL DAMAGES (SUCH AS, BUT NOT LIMITED TO, LOST WAGES OR VEHICLE RENTAL EXPENSES) RESULTING FROM BREACH OF THIS WRITTEN WARRANTY OR ANY IMPLIED WARRANTY.** ** Some states do not allow limitations on how long an implied warranty will last or the exclusion or limitation of incidental or consequential damages, so the above limitations or exclusions may not apply to you.

OTHER TERMS APPLICABLE TO OTHER END-USERS

THIS WARRANTY IS THE ONLY WARRANTY APPLICABLE TO THE ALLISON TRANSMISSION MODELS LISTED

ABOVE AND IS EXPRESSLY IN LIEU OF ANY OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. ALLISON

TRANSMISSION DOES NOT AUTHORIZE ANY PERSON TO CREATE FOR IT ANY OTHER OBLIGATION OR LIABILITY IN CONNECTION WITH SUCH TRANSMISSIONS. ALLISON TRANSMISSION SHALL NOT BE LIABLE FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM BREACH OF THIS WARRANTY OR ANY IMPLIED WARRANTY.

QUESTIONS
If you have any questions regarding this warranty or the performance of warranty obligations, you may contact any Allison Transmission Distributor or Dealer or write to:

Allison Transmission, Inc.

P.O. Box 894
Indianapolis, IN 46206-0894
Attention: Warranty Administration PF-9

Form SE0616EN (201009)

Page 2 of 2 ends

185
Warranty Begins:

The transmission cooler shall be free from component or structural failures caused by defects in material and/or workmanship. Collateral damage up to $10,000 per
occurrence is available for the first three (3) years.
(b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot; (d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce.

Five (5) Years on Oil Cooler and three (3) years on collateral damage coverage
Warranty Period
Ends After:

Fire and Rescue Apparatus
Coverage:

Five (5) Year Material and Workmanship - Transmission Oil Cooler Three (3) Year Collateral Damage Coverage

1. LIMITED WARRANTY
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

The date of delivery to the first retail purchaser.

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This warranty does not cover repair due to accidents,
misuse, and excessive vibration, flying debris, storage damage (freezing), negligence or modification. This warranty is void if any modification or repairs are performed without authorization. This also voids any future warranty.

This warranty does not cover cost of maintenance or repairs due to lack of required maintenance services as
recommended. Performance of the required maintenance
and use of proper fluids are the responsibility of the owner.

Towing is covered to the nearest distributor or authorized dealer only when necessary to prevent further damage to your transmission.

Labor costs for the removal and reinstallation of goods may be covered when necessary to make repairs. Please contact your OEM for authorization.

Replacement of cooler during the warranty period is limited to 100% of reasonable labor costs up to a maximum of $700 to remove, replace, or repair the oil cooler.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

3. BUYER'S EXCLUSIVE REMEDY.
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce.

One (1) Year & Five (5) YearWarranty Period
Ends After:

Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle.
1/30/2013 WA0231
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES

ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

Fire and Rescue Apparatus
Coverage:

One (1) Year Material and Workmanship Foam System & Five (5) Year Material and Workmanship Control Head
Limited Warranty
Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Limited warranty 1 year parts and labor for for the foam system and 5 years parts and labor for the control head.

1. LIMITED WARRANTY
(b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot; Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; The date of the original purchase invoice (issued when the product ships from the factory).Warranty Begins:
201
Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 2/8/2010 WA0057

1. LIMITED WARRANTY
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES ALL

OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This limited warranty is applicable to the vehicle in the following percentage costs of warranty repair, if any:

Topcoat Durability & Appearance: Gloss, Color Retention & Cracking
0-72 months 100%
73-96 months 50%
97-120 months 25%
Integrity of Coating System: Adhesion, Blistering/Bubbling 0-36 months 100%
37-84 months 50%
85-120 months 25%
Corrosion: Dissimilar Metal and Crevice
0-36 months 100%
37-48 months 50%
49-72 months 25%
73-120 months 10%
Corrosion Perforation
0-120 months 100%
This limited warranty applies only to exterior paint. Paint on the vehicle's interior is warranted only under the Pierce Basic One Year Limited Warranty.

Items not covered by this warranty include:
(a) Damage from lack of maintenance and cleaning (proper cleaning and maintenance procedures are detailed in the Pierce operation and maintenance manual).
(b) UV paint fade.
(c) Any cab not manufactured by Pierce.

Conditions and
Exclusions:

Fire and Rescue Apparatus
Coverage:

Ten (10) Year Pro-Rated Paint and Corrosion
Custom Body
Ten (10) YearsWarranty Period
Ends After:

The date of the original purchase invoice (issued when the product ships from the factory).Warranty Begins:

Exterior surfaces of the body shall be free from blistering, peeling, corrosion or any other adhesion defect caused by defective manufacturing methods or paint material selection. (d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

3. BUYER'S EXCLUSIVE REMEDY.
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Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 2/22/2010 WA0168

1. LIMITED WARRANTY
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES ALL

OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This warranty does not cover damage from lack of
maintenance and cleaning (proper cleaning and maintenance procedures are detailed in the Pierce operation and
maintenance manual).

Conditions and
Exclusions:

Fire and Rescue Apparatus
Coverage:

One (1) Year Material and Workmanship
Graphics Fading and Deterioration
One (1) YearWarranty Period
Ends After:

The date the apparatus is placed in service, or 60 days from the original buyer invoice date, whichever comes first.Warranty Begins:

Each graphic lamination shall be free from defects in material, workmanship, fading, and deterioration.
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

3. BUYER'S EXCLUSIVE REMEDY.
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5 DEALER SUPPLIED

PRODUCT /

SERVICES LIST

EXHIBIT D
GOLDENSTATEFIRE.COM
204
1 PROPOSAL INTRDUCTION
With over three decades of industry expertise, Golden State Fire Apparatus, Inc. (GSFA) proudly stands as the premier authorized dealership for top-tier fire apparatus in Central and Northern California. Our steadfast commitment to detail and customer satisfaction has earned us a trusted reputation among first responders.

We sincerely appreciate the opportunity to present this comprehensive proposal for a PIERCE MANUFACTURING, INC. ENFORCER TYPE 1 FIRE ENGINE. Your consideration of this proposal is greatly valued, and we are eager for the opportunity to support your department with the highest level of excellence and professionalism.

DEALER-SUPPLIED PRODUCTS AND SERVICES
Golden State Fire Apparatus Inc. (GSFA) will furnish the following items and/or services before final delivery so that all necessary components and support are in place, contributing to an efficient final delivery process. Please refer to the detailed list below for a comprehensive overview of the products and/or services included:

AUTHORIZED MANUFACTURER
In accordance with the State of California Vehicle Code, specifically Section 11701, it is mandated that "every manufacturer of a vehicle subject to registration shall make application to the Department of Motor Vehicles (DMV) for a license containing a general distinguishing number." The manufacturer, as of the proposal submission, holds a valid license in compliance with this requirement and is prepared to furnish a copy upon request. This adherence to regulatory standards ensures that the manufacturer maintains a current and official status, promoting transparency and compliance with legal requirements throughout the duration of the proposal and subsequent processes.

AUTHORIZED DEALERSHIP
In compliance with the State of California Vehicle Code, specifically Section 11701, it is mandated that "a dealer in vehicles of a type subject to registration shall make application to the Department of Motor Vehicles (DMV) for a license containing a general distinguishing number." Golden State Fire Apparatus, Inc. possesses a valid license at the time of the bid, as detailed above, and can promptly provide a copy upon request. This adherence to regulatory standards ensures that the dealership maintains a current and official status, promoting transparency and compliance with legal requirements throughout the duration of the proposal and subsequent processes.

AUTHORIZED SALES REPRESENTATIVE
In accordance with the State of California Vehicle Code, specifically Section 11800, it is expressly prohibited for any individual to function as a vehicle salesperson without obtaining a license issued by the Department of Motor Vehicles (DMV). The representative, at the time of 205
2 proposal, holds a valid vehicle salesperson's license and is ready to furnish a copy upon request.

This adherence to regulatory standards ensures that the sales representative maintains a current and official status, promoting transparency and compliance with legal requirements throughout the bidding process and subsequent phases.

VEHICLE REGISTRATION
In adherence to the State of California Vehicle Code Section 11739, it is mandated that the "dealer of a new motor vehicle sale is responsible for applying for the title, securing vehicle registration, and obtaining license plates for the Customer" through the Department of Motor Vehicles (DMV). Being a factory-authorized dealer of the vehicle being sold, Golden State Fire Apparatus, Inc. is duly authorized to register the vehicle with the State of California as a new vehicle manufacturer.

GSFA is committed to facilitating an excellent vehicle ownership experience for the customer.

As such, we will manage all necessary applications and complete all transfer papers, including the application for California Exempt "E" license plates. This approach ensures compliance with regulatory requirements and a hassle-free registration process for our valued customers.

WEEKLY PROGRESS PHOTOGRAPHS
GSFA is committed to ensuring transparency and comprehensive reporting throughout the construction process of the apparatus. To achieve this, GSFA will provide weekly photographs capturing various stages of the apparatus or major components under construction.

Commencing from the initiation of the manufacturing process, the photographic documentation will extend throughout the entire production phase by the manufacturer. These weekly reports will offer a visual representation of the ongoing progress of the appar atus, highlighting key milestones and showcasing unique features and aspects as construction unfolds.

Our focus is to provide customers with a clear and detailed insight into the evolution of the apparatus, fostering a deeper understanding of the craftsmanship and distinct elements incorporated during the construction process. This commitment to regular, visual updates aims to enhance communication and transparency regarding the progress of the apparatus.

PRE-CONSTRUCTION, FACTORY VISIT
A pre-construction trip to the manufacturing facility is included for three (3) Customer representatives. The primary objective of review and finalize, in detail, the specifications prior to the start of production. The pre-construction trip is anticipated to span three (3) days and two (2) nights, with scheduling details collaboratively determined between GSFA and the Customer.

206
3 GSFA will cover the costs associated with airfare, lodging, meals, and ground transportation during the stay at the manufacturer's location. Air travel will be arranged from one of the following airports: Sacramento, San Francisco, or San Jose.

It is important to note that certain costs, including Customer ground transportation within California, airport parking, luggage fees, and incidental expenses during travel to the factory, fall within the responsibility of the Customer. Furthermore, flight reservations are non- refundable, and in the event of a cancellation post-booking, the Customer will bear all associated costs, encompassing not only the original ticket cost but also any change or cancellation fees levied by the airline and/or travel agency. Additionally, flight reservations are non-transferable. This delineation aims to establish clarity and transparency regarding the allocation of responsibilities and potential costs associated with the pre-construction trip.

FINAL INSPECTION, FACTORY VISIT
A final inspection trip to the manufacturing facility is included for three (3) Customer representatives. The primary objective of this visit is to ensure the adherence of the apparatus to specifications and promptly identify any potential deficiencies. The final inspection trip is anticipated to span three (3) days and two (2) nights, with scheduling details collaboratively determined between GSFA and the Customer.

GSFA will cover the costs associated with airfare, lodging, meals, and ground transportation during the stay at the manufacturer's location. Air travel will be arranged from one of the following airports: Sacramento, San Francisco, or San Jose.

DELIVERY TO AUTHORIZED SERVICE FACILITY
GSFA will deliver the apparatus to our Northern California facility located in Sacramento for a comprehensive dealer preparation inspection. This service, conducted at the expense of GSFA, aims to have the apparatus in optimal condition at the time of final delivery.

To ensure the proper break-in of all components while still under warranty, the apparatus will be delivered under its own power. The use of rail or truck freight for transportation is deemed unacceptable in order to uphold the highest standards of quality assurance during the delivery 207
4 process. This approach not only aligns with warranty considerations but also emphasizes the commitment to delivering a fully operational apparatus to our valued customers.

PRE-DELIVERY SERVICE
Before reaching its final destination, the apparatus undergoes a pre-delivery service conducted by Golden State Emergency Vehicle Service, Inc. This service is designed to tap into the expertise of an external source, providing an experienced perspective that enhances the thoroughness of your final inspection. Our pre-delivery service covers the following areas:

1. Engine Compartment and Undercarriage:
• Inspect for broken mounting brackets.
• Inspect and identify locations of any fluid leaks.
• General inspection of hoses, wiring, and linkage, focusing on potential wear points. • Verify correct fluid capacities for engine oil, coolant, power steering fluid, washer reservoir fluid, transmission fluid, rear-end fluid, pump transmission oil, and primer oil if applicable.
• Re-torque U-bolts to OEM specifications if equipped with leaf spring suspension (Pierce Custom chassis only).

2. Interior:
• Confirm proper operation of doors, windows, and locks, ensuring accurate adjustment.
• Confirm proper operation of seatbelt alarms.
• Confirm proper operation of all compartment door alarms, as well as hose bed cover, ladder rack, light tower, and deck gun alarms.
• Ensure functionality of auxiliary power points, interior lighting, mirror, and seat controls, and if applicable - headsets and radios.
• Inspect upholstery for quality and condition.

3. Exterior:
• Address reasonable paint scratches or chips.
• Tighten any loose hardware.
• Inspect tires and wheels, ensure proper pressure.
• Check compartment doors for proper operation and latch fit. • Lubricate compartment door locks if applicable.

4. Road Test:
• Conduct a road test with a full water tank (if applicable), covering approximately twenty miles on both city and highway roads.
• Perform a DOT compliant brake test to verify the system is holding air. 208
5 • Inspect brake condition, wheel seals, and ensure drive train components reach optimal operating temperatures.
• Conduct an Allison Transmission self-diagnostic to verify fluid level, fluid and filter life, and check for fault codes.

5. Electrical:
• Verify the operation of all lights, sirens, and other electrical accessories.

6. Pump:
• Operate the Pressure Governor or Relief Valve, transfer valve, and check pump shift. • Inspect water tank, pump and plumbing for leaks and calibrate the water level gauge.
• Ensure smooth operation of all discharge, suction, and drain valves.

7. Pierce Husky™ Foam System:
• If applicable, draft and inject clean water to ensure proper operation of the foam pump.

8. Fuel and DEF Tanks:
• Fill the fuel tank and DEF tank prior to final delivery.

9. Wash:
• Thoroughly wash the apparatus prior to final delivery.

This pre-delivery service assists the apparatus to meet our high standards of quality and operational efficiency before reaching its final destination.

FINAL DELIVERY (CUSTOMER LOCATION)
GSFA will deliver the completed Product, inclusive of any relevant equipment, spare parts, and supplies, to the Customer's specified address at GSFA's expense.

In preparation for the Product's delivery, the Customer is required to furnish GSFA with proof of liability and physical damage insurance. GSFA will withhold the release of the Product until such proof of insurance is provided.

To ensure a timely delivery process, it is incumbent upon the Customer to settle any outstanding balance owed to GSFA before or at the time the Product is completed and ready for delivery. In the event of delayed payment or delivery, GSFA reserves the right to impose a late fee and daily storage charge as outlined in the Standard Terms and Conditions until payment is received.
209
6 For compliance with insurance liability considerations, the Product will only be delivered upon full acceptance and full payment, or through a prior written agreement mutually reached between the Customer and GSFA. This ensures a secure and efficient finalization of the delivery process, aligning with both parties' obligations and safeguarding against potential liabilities.

COMPREHENSIVE SALES AND SERVICE SUPPORT
At GSFA, we understand that immediate response is essential - and the service and support of your apparatus should be no different. Since our founding in 1989, our mission has been to provide first responders with the highest quality, most reliable fire and emergency apparatus from top-tier manufacturers. We specialize in guiding our customers through the entire process - from apparatus evaluation and customization to final inspection - and ensuring years of reliable service through our Golden State Emergency Vehicle Service (GSEVS) division.

Golden State Emergency Vehicle Service (GSEVS)
Established in 2014, GSEVS is committed to building long-term, collaborative relationships by providing exceptional warranty and technical support. Our services cover a wide range of needs, including chassis, electrical systems, pump, aerial, routine maintenance, equipment mounting, and pump testing - with priority given to new units sold by GSFA. Our goal is to deliver prompt, professional service and unwavering support for your apparatus.

Sacramento Facility
Our Sacramento location features a 33,814-square-foot facility with 14 working bays and a 4,500- square-foot, two-story parts distribution department. Conveniently located near Highway 99 with easy access to Interstates 80 and 50, we are positioned to serve you efficiently.

Tracy Facility (Opening Spring 2026)
Our second location in Tracy will expand our service capacity with a 49,634-square-foot facility featuring 21 working bays and a parts department equal in size to our Sacramento facility. Strategically located within the "Tracy Triangle" - bordered by I-580, I-205, and I-5 - this facility will enhance our ability to serve customers in the Bay Area and beyond.

Certified and Experienced Technicians
Our service team includes factory-trained professionals certified by Pierce, ASE, and EVT. They undergo regular training to stay current on chassis, electrical systems, and aerial devices, ensuring expert handling of any challenge. Whether it's routine maintenance or complex diagnostics, you can count on expert care and precision with every visit.

Parts
At Golden State, we’re dedicated to keeping your apparatus fully operational and mission-ready. That’s why we maintain a robust inventory of both Pierce and non-Pierce parts—ready for immediate deployment when you need them most. If a part isn’t in stock, we expedite orders directly from the manufacturer to minimize downtime and get your unit back in service without delay.

210
7 To make the process even more efficient, our digital Parts Request Portal offers a streamlined, user- friendly experience. It provides 24/7 access to submit requests, monitor order status, and communicate directly with our team—ensuring transparent updates and quicker turnaround times every step of the way.

Mobile Service
To minimize emergency apparatus downtime, we offer a robust mobile service program for on-site repairs and maintenance.

Pre-Delivery Inspection (PDI) Process
We employ a dedicated team of Pre-Delivery Inspection (PDI) technicians solely focused on ensuring your apparatus arrives in peak condition. Before your new custom unit is delivered, it undergoes a thorough, multi-point inspection to verify quality, performance, and compliance with all specifications.

Our team handles every detail of the acceptance and delivery process—so you can take ownership with complete confidence and peace of mind.

Your Single Source for Sales and Service
With Golden State Fire, you have a single point of contact for sales, service, and support - all under one roof, with two strategically located facilities to serve you better. We are confident that our combination of expertise, customer service, and product support is unmatched by any other fire and emergency apparatus dealership in California.

END OF EXHIBIT “D”

211
RESOLUTION NO. 2026-____

A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING CITY MANAGER

TO WAIVE THE BID PROCESS, UTILIZE THE HOUSTON -GALVESTON AREA COUNCIL CONTRACT NO. HGAC FS 12 -23, AND AWARD A PURCHASE

ORDER TO GOLDEN STATE FIRE APPARATUS INC, OF SACRAMENTO FOR

THE PURCAHSE OF A PIERCE ENFORCER ENGINE AND APPROPRI ATE $35,000
========================================================================

WHEREAS, the Fire Department currently has seven fire engines and two aerial fire trucks utilized at four fire stations. Four engines are used as front -line vehicles and two engines are used in reserve; and

WHEREAS, one of the reserve engines, a 2004 Pierce Quantum, is at the end of its useful life and in need of continual repair, leaving it unavailable for daily emergency response; and

WHEREAS, as part of the Fiscal Year 2026 Budget, Council appropriated funds in the amount of $1 million and approved the purchase of a new engine that will be placed into front-line service at Station 3; and

WHEREAS, the existing Engine 2033 (2016 Hi -Tech Spartan) will rotate into reserve service and be renamed Engine 2036 (replacing the 2004 Pierce Quantum) to designate its reserve status and be housed at Station 1 or Station 3; and

WHEREAS, staff has spent considerable time comparing different purchasing options and pricing. HGAC is a public agency available nationwide that establishes competitively priced contracts for goods and services. All contracts available have been awarded by a public competitive bid process compliant with state statutes. Utilizing the HGAC contract provi des the best pricing and is the contract that was utilized for our last apparatus purchase in 2022; and

WHEREAS, authorization will provide all stations with reliable front -line apparatus and upgrade one reserve engine to support the fleet and the 2004 Pi erce Quantum engine will be disposed of in accordance with City policy; and

WHEREAS, consistent with Lodi Municipal Code 3.20.070, staff recommends authorizing the City Manager to waive the bidding requirements and to use the Houston -Galveston Area Council Contract No. HGAC FS 12-23 to issue a purchase order for a Pierce Enforcer Engine in the amount of $1,034,894.17 from Golden State Fire Apparatus Inc., of Sacramento and appropriate $35,000 to 64499100.77040.

NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby authorize the City Manager to waive the bidding requirements and to use the Houston -Galveston Area Council Contract No. HGAC FS 12-23 to issue a purchase order for a Pierce Enforcer Engine in the amount of $1,034,894.17 from Golden State Fire Apparatus Inc., of Sac ramento and appropriate $35,000 to 64499100.77040.

Dated: March 18, 2026
======================================================================== 212

I hereby certi fy that Resolution No. 2026-____ was passed and adopted by the City Council of the City of Lodi in a regular meeting held March 18, 2026, by the following votes:

AYES: COUNCIL MEMBERS –

NOES: COUNCIL MEMBERS –

ABSENT: COUNCIL MEMBERS –

ABSTAIN: COUNCIL MEMBERS –

OLIVIA NASHED
City Clerk

2026-_____
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AGENDA ITEM C.3

COUNCIL COMMUNICATION
AGENDA TITLE:

Adopt a Resolution Authorizing Interim City Manager to Execute Amendment No. 1 with Waterproofing Associates, Inc., for Citywide Roof Repairs ($40,000) (PW) MEETING DATE:

March 18, 2026
PREPARED BY:

Interim Public Works Director
RECOMMENDED ACTION:

Adopt a resolution authorizing the Interim City Manager to execute Amendment No. 1 to Professional Services Agreement with Waterproofing Associates, Inc., of Lodi, for on-call citywide roof repair services in the amount of $40,000.

BACKGROUND INFORMATION:

The Public Works Facilities Division has a contract for on-call roof repair with Waterproofing Associates, Inc. of Lodi. The contract was originally executed by the City Manager on June 13, 2024, in an amount not to exceed $60,000 and expires on June 30, 2027. This contract is utilized for roof repairs at all city-owned facilities. The amount spent each year varies depending on the number of water leaks in a given year. The past two winters have caused numerous leaks, and the majority of the contract amount has now been spent. There are immediate needs for roof repairs at multiple buildings, and this amendment will allow these roof repairs to be completed, ensuring that those facilities do not see additional impacts from the leaks. Amendment No. 1, if approved, will add $40,000 to the contract for a total not to exceed amount of $100,000.

FISCAL IMPACT:

The repair of leaking roofs is necessary to ensure the safety of City staff and the public, and to ensure protection from additional rain-related damage to city facilities.

FUNDING AVAILABLE:

This contract, including this additional amount, is funded through various operating accounts that were previously approved in the adopted Fiscal Year 2025/26 Budget and accounts that will be approved with future budget adoptions.

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RESOLUTION NO. 2026-____

A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING INTERIM CITY MANAGER TO EXECUTE AMENDMENT NO. 1 WITH WATERPROOFING
ASSOCIATES, INC., FOR CITYWIDE ROOF REPAIRS
========================================================================

WHEREAS, The Public Works Facilities Division has a contract for on-call roof repair with Waterproofing Associates, Inc. of Lodi , which was originally executed by the City Ma nager on June 13, 2024 in an amount not-to-exceed $60,000 and expires on June 30, 2027; and

WHEREAS, this contract is utilized for roof repairs at all city -owned facilities and t he amount spent each year varies depending on the number of water leaks in a given year; and

WHEREAS, there are immediate needs for roof repairs at multiple buildings, and Amendment No. 1, if approved will add $40,000 to the contract for a total not -to-exceed amount of $100,000, which will allow these roof repairs to be completed ensuring that those facilities do not see additional impacts from the leaks; and

WHEREAS, Staff recommends that the City Council authorize the Interim City Manager to execute Amendment No. 1 to Professional Services Agreement with Waterproofing Associates, Inc., of Lodi, for on-call citywide roof repair services in the amount of $40,000.

NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby authorize the Interim City Manager to execute Amendment No. 1 to Professional Services Agreement with Waterproofing Associates, Inc., of Lodi, for on-call citywide roof repair services in the amount of $40,000; and

BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol Manual (adopted 11/6/19, Resolution No. 2019 -223), the City Attorney is hereby authorized to make minor revisions to the above-referenced document(s) that do not alter the compensation or term, and to make clerical corrections as necessary.

Dated: March 18, 2026
========================================================================

I hereby certi fy that Resolution No. 2026-____ was passed and adopted by the City Council of the City of Lodi in a regular meeting held March 18, 2026, by the following votes:

AYES: COUNCIL MEMBERS –

NOES: COUNCIL MEMBERS –

ABSENT: COUNCIL MEMBERS –

ABSTAIN: COUNCIL MEMBERS –

OLIVIA NASHED
City Clerk

2026-_____
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AGENDA ITEM C.4

COUNCIL COMMUNICATION
AGENDA TITLE:

Accept Improvements Under Contract for Salas Park Sports Lighting Improvements (Phase 2) (PW) MEETING DATE:

March 18, 2026
PREPARED BY:

Interim Public Works Director
RECOMMENDED ACTION:

Accept Improvements Under Contract for Salas Park Sports Lighting Improvements (Phase 2).

BACKGROUND INFORMATION:

Salas Park is Lodi’sprimary sports facility for youth baseball, softball, soccer and football. The initial phase of work (Phase 1) was accepted by City Council on March 16, 2016 and included the replacement of 8 wood light poles with 8 steel poles along with MUSCO lighting fixtures and components. Phase 2 improvements included relocation of two of the eight steel poles set in 2016 for better illumination, installation of thirteen (13) new 70' high galvanized steel poles with LED light fixtures, all wiring and integration with the existing Musco Control- Link® Control & Monitoring System and existing switchboard panel, and other incidental and related work.

On January 15, 2025, Council approved plans and specifications and authorized the City Manager to award the contract to the lowest responsive bidder (NTE $290,000); pre-purchase the sports lighting components from Musco Corporation (NTE $960,000); execute change orders (NTE $107,000); and appropriate funds ($257,628).

On April 2, 2025, bids were opened with the lowest bid submitted by SCC Electric, Inc. The lowest bid exceeded the pre-authorized award amount by $7,500, so staff needed to take it back to council for the award.

On May 7, 2025 Council awarded the contract to SCC Electric, Inc. of Novato, California in the amount of $297,500, authorized the City Manager to execute change orders (NTE $132,500) and appropriated additional funds ($32,420).

SCC Electric, Inc. started construction early September of 2025 with locating existing utilities, demolition of existing wood light poles, and installation of new electrical infrastructure. On October 13, 2025, the City- furnished Musco sports lighting package was delivered to the jobs site. Following delivery, the contractor began installing the new light pole bases and LED light heads. Unfortunately, due to Musco’s later than anticipated delivery date and working within a storm drain basin, multiple rain events caused the landscaping and subgrade to become too saturated to support construction equipment. During these periods of unfavorable weather conditions, work was temporarily paused. Once site conditions allowed work to resume, substantial project completion was achieved early February 2026.

All work was completed in conformance with the specifications approved by City Council. The original contract was $297,500, with the final contract amount being $334,789, including four change orders that totaled City of Lodi Printed on 3/12/2026Page 1 of 2
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$37,289, as detailed below. Project photos are attached as Exhibit A.

Change Order No. 1 ($12,720) included additional work and material required to account for design plan revisions by the lighting manufacture, which included an increase in rebar sizing and cage fabrication.

Change Order No. 2 ($15,956) included additional work to locate existing electrical boxes that were buried beneath grade. This change order also included trenching for electrical conduits that went beyond the 800 linear foot identified in the project specifications.

Change Order No. 3 ($3,831) included a credit to the City for mounting the new Musco Control Lighting Panel to the existing switchgear panel. This change order also included equipment and labor to replace existing electrical switchgear components that were damaged by vandalism.

Change Order No. 4 ($4,782) included miscellaneous additional work due to unforeseen conditions, installation of (5) additional new LED heads to existing steel poles, and adjustments to bid item quantities utilized during the project at the city’s request.

Following acceptance by the City Council, as required by law, the City Engineer will file a Notice of Completion with the County Recorder’soffice. The notice serves to notify vendors and subcontractors that the project is complete and begins their 30-day period to file a stop notice requiring the City to withhold payments from the prime contractor in the event of a payment dispute.

FISCAL IMPACT:

The newly installed sports lighting system will decrease maintenance and operations costs in the park’ssports lighting system.

FUNDING AVAILABLE:

This project was funded through Parks Capital - PKCP-24003.

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EXHIBIT A

SALAS PARK SPORTS LIGHTING

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AGENDA ITEM C.5

COUNCIL COMMUNICATION
AGENDA TITLE:

Appoint Hector Soto to the Lodi Improvement Committee (CLK) MEETING DATE:

March 18, 2026
PREPARED BY:

Olivia Nashed, City Clerk
RECOMMENDED ACTION:

Appoint Hector Soto to the Lodi Improvement Committee.

BACKGROUND INFORMATION:

The City Council directed the City Clerk to post for Lodi Improvement Committee vacancies and one (1) expiring term on February 4, 2026.

The Mayor reviewed the applications, conducted interviews, and recommends the City Council concur with the appointments as detailed below.

APPOINTMENTS:

Lodi Improvement Committee
Hector Soto Term to expire March 2, 2028
FISCAL IMPACT:

Not applicable.

FUNDING AVAILABLE:

Not applicable.

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AGENDA ITEM F.1

COUNCIL COMMUNICATION
AGENDA TITLE:

Public Hearing to Consider a Motion to Approve the 2025 Housing Element Annual Progress Report and Direct Staff to Transmit the Report to the California Department of Housing and Community Development and the Governor’s Office of Planning and Research (CD)
MEETING DATE:

March 18, 2026
PREPARED BY:

Cynthia Marsh, City Planner
RECOMMENDED ACTION:

Public hearing to consider a motion to approve the 2025 Housing Element Annual Progress Report and direct staff to transmit the report to the California Department of Housing and Community Development and the Governor’s Office of Planning and Research.

BACKGROUND INFORMATION:

The California Department of Housing and Community Development requires all jurisdictions in the state to prepare annual progress reports on implementation of its Housing Element. California Government Code Section 65400 states that the report shall be considered at an annual public meeting before the legislative body, where members of the public shall be allowed to provide oral testimony and written comments.

The purpose of the 2025 Housing Element Annual Progress Report (2025 APR) is to track and monitor progress in addressing the City’sassigned Regional Housing Needs Allocation (RHNA) goals and policies on an annual basis. The 2025 APR summarizes the City’s activities in the 2025 calendar year related to implementation of the 2023-2031 Housing Element, which was adopted by the City Council in March 2024, and Certified by the State in April 2024. This 2025 report will be the second APR for the 6th Cycle Housing Element.

The report must be submitted to the California Department of Housing and Community Development (HCD) and the Governor’sOffice of Planning and Research (OPR) prior to April 1, 2026. HCD provides the APR form to be filled out by each jurisdiction, consisting of a series of tables. The tables summarize the City’sprogress during the given year in producing various types of housing units and implementing programs contained in the Housing Element. For each year during the 8-year Housing Element cycle, the table builds upon prior years.

HCD requires reporting on the number of entitlement applications for housing units submitted and approved, and the number of building permits issued, during the year (Tables A, A2, and B), including the type of units (single-family, multifamily, etc.) and the level of affordability (very low, low, moderate, and above moderate income). Table D of the annual report tracks the City’simplementation of policies and programs in the Housing Element, which include goals for timelines to accomplish each program. The City’sHousing Element Annual Progress Report for the 2025 calendar year is attached to this report.

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Summary of New Housing Units Permitted
The Annual Progress Report indicates a decrease in residential development activity during the reporting year, reflecting broader housing market conditions affecting development statewide.

In 2025, the City processed planning entitlements for two SB 9 lot splits for a single family home and a duplex, a significant decrease from 371 planning entitlements for new housing units processed in 2024. In addition, the City issued 66 building permits for new residential units, compared to 180 units permitted in 2024.

Staff attributes the reduction in permit activity primarily to current market conditions, including higher interest rates, increased construction costs, and reduced availability of development financing, which have slowed residential development across many jurisdictions in California.

Consistent with the California Department of Housing and Community Development (HCD) reporting requirements, the City must categorize the affordability levels of all newly permitted units using HCD’sincome- based reporting methodology. Based on this methodology, 12 permitted ADU units are considered affordable to moderate-income households, and 54 units are categorized as affordable to above moderate-income households.

As stated in the City’sHousing Element for the 2023-2031 planning cycle, Lodi’sassigned RHNA for the eight- year planning period is 3,909 new residential units.

These numbers illustrate the need for the City of Lodi to encourage and facilitate the development of below market rate housing units that would be affordable to households in the very low, low, and moderate-income brackets.

It is noted by HCD that State Housing Element Law requires that jurisdictions plan for all types of housing based on the allocations they receive from the RHNA process. The state requires this planning, in the form of having a compliant housing element, and submitting housing element annual progress reports, as a threshold.

HCD may refer jurisdictions to the Attorney General if they do not have a compliant housing element, fail to comply with their HCD-approved housing element, or violate housing element law, the housing accountability act, density bonus law, no net loss law, or land use discrimination law. The consequences of those cases brought by the Attorney General are up to the courts, but can include financial penalties. Additionally, the State has the ability to withhold funding in certain circumstances from non-compliant jurisdictions which can increase the impact of penalties to the jurisdiction.

To date, the City’s newly approved Housing Element is compliant and has met all annual reporting requirements as prescribed by HCD.

Housing Element Program Implementation
The following highlights summarize the City’s progress in 2025 implementing programs identified in the adopted 6th Cycle Housing Element. The City continues to implement a range of regulatory, planning, funding, and partnership initiatives intended to facilitate housing development, preserve existing housing, and address housing affordability and equity throughout the community.

Land Inventory and Zoning Implementation
Program 1.4 - Land Inventory
· The City incorporated the Housing Element Land Inventory into the City’s Geographic Information System (GIS), making the information publicly accessible through the City’s website. · To support Housing Element implementation and address RHNA capacity needs, the City completed a comprehensive rezoning effort that included approximately 590 parcels, including 12 City of Lodi Printed on 3/12/2026Page 2 of 6
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Housing Element inventory sites. The rezoning added:
· Approximately 57 acres of High Density Residential zoning · Approximately 30 acres of Downtown Mixed Use zoning
· Approximately 70 acres of mixed-use zoning allowing high-density residential development
· These zoning changes created potential development capacity for approximately 3,140 housing units based on an assumed density of 20 units per acre. · In addition, the City has retained RRM Design Group to prepare the Downtown Specific Plan, which focuses on facilitating infill housing opportunities and mixed-use development within the Downtown area.

Development Code and Regulatory Updates
Programs 1.1, 1.2, 1.11, and 1.18 - Development Code Amendments and Regulatory Consistency · The City continues working with Housing Element consultant Mintier Harnish to prepare phased Development Code amendments intended to reduce regulatory barriers to housing production and ensure consistency between the Housing Element, General Plan, and Development Code. · These efforts include:
· Updating housing-related zoning regulations
· Developing objective design standards for multifamily housing · Revising development standards to increase housing feasibility · Implementing housing-related State law changes
· As part of these efforts, the City amended the Residential Medium Density (RMD) zoning district to allow three-story residential development, reducing regulatory barriers to achieving allowable residential densities.

Accessory Dwelling Units (ADUs)
Program 1.13 - ADU Strategy
· The City’s ADU program continues to support incremental housing production. In 2025, 12 ADUs were permitted, compared to 14 units permitted in 2024. · To support ADU development, the City:
· Partnered with consultants through the San Joaquin Valley REAP grant program to prepare free pre-approved ADU plans and a guidebook
· Published these plans and materials online in July 2024 · Conducted outreach presentations to the Lodi Association of Realtors, including a presentation in February 2025
· Additional ADU ordinance updates are being prepared as part of the City’s Phased Incremental City of Lodi Printed on 3/12/2026Page 3 of 6
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Development Code Amendments.

Affordable Housing Partnerships and Funding
Programs 1.5, 4.5, and 4.6 - Affordable Housing Development Support · The City continues to coordinate with affordable housing developers and pursue funding opportunities to support affordable housing development. · Key activities include:
· Partnering with the Housing Authority of the County of San Joaquin (HACSJ) on a proposed 108-unit affordable senior housing development with veteran preference near Salas Park · Contributing City land as an equity investment in the project · Providing planning support and assistance with funding applications · The City also continues to administer the Community Development Block Grant (CDBG) program and coordinate with nonprofit organizations and housing providers regarding housing development and supportive housing opportunities.
· In addition, the City has secured State funding including LEAP, REAP, and HHIP grants to support housing planning initiatives and the development of homelessness response facilities.

Homelessness Response and Supportive Housing
Programs 1.14 and 4.3 - Transitional and Supportive Housing · The City continues working with regional partners to address homelessness through shelter expansion and supportive housing development.
· Key projects include:
· Development of the Lodi Access Center Emergency Shelter · Operation of a temporary emergency shelter with capacity for 49 individuals · Acquisition and rehabilitation of a historic three-story hotel on Main Street to create approximately 40 units of transitional and supportive housing, anticipated for completion in 2026
· The City also participates in the Lodi Committee on Homelessness and collaborates with the regional Continuum of Care to coordinate homelessness response efforts.

Neighborhood Revitalization and Code Enforcement
Programs 2.1, 2.2, and 2.5 - Neighborhood Improvement Initiatives · The City continues implementing proactive code enforcement and neighborhood improvement programs, particularly in the Eastside area.
· In 2024, Community Improvement staff implemented a proactive inspection approach. The program achieved a 98 percent voluntary compliance rate prior to citation issuance. · Additional neighborhood improvement efforts include:

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· Ongoing graffiti abatement services, typically responding within 24-48 hours · Public improvements funded through CDBG, including park improvements and community facilities
· Continued work of the Lodi Improvement Committee, which conducts neighborhood workshops and community improvement initiatives.

Transit-Oriented Development and Regional Connectivity
Program 3.4 - Transit-Oriented Development
· The Downtown Specific Plan currently in preparation includes strategies to support higher- density residential and mixed-use development near the Downtown Transit Station. · The City also partnered with the San Joaquin Council of Governments (SJCOG), the San Joaquin Joint Powers Authority (SJJPA), and the San Joaquin Regional Rail Commission (SJRRC) to secure $450,000 in planning funds to evaluate connectivity between the existing downtown Lodi train station and a future Valley Rail station.
· This effort supports long-term transit-oriented development and improved regional transit access.

Fair Housing and Equity Initiatives
Programs 4.1, 4.7, and 4.8 - Fair Housing and Environmental Justice · The City continues to implement fair housing initiatives and partnerships to promote equitable access to housing.
· In 2024, the City completed its Analysis of Impediments to Fair Housing Choice, which was accepted by the U.S. Department of Housing and Urban Development (HUD). · The City also:
· Funds San Joaquin Fair Housing to provide education, mediation, and complaint investigation services
· Supports community-based organizations serving vulnerable populations · Adopted a new Environmental Justice Element as part of the Housing Element update to address disparities in historically underserved neighborhoods, including East Lodi.

Energy Efficiency and Sustainability
Programs 5.1 and 5.2 - Energy Conservation
· The City continues promoting energy conservation programs for both existing and new housing. · For existing homes, the City provides information about energy efficiency programs offered by Lodi Electric Utility, including rebates for energy-efficient appliances, insulation, and HVAC systems.
· For new development, the City continues enforcing Title 24 energy conservation standards City of Lodi Printed on 3/12/2026Page 5 of 6
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through the building permit review and inspection process.

Staff recommends that the City Council approve the 2025 Housing Element Annual Progress Report and direct staff to transmit the report to the California Department of Housing and Community Development and the Governor’s Office of Planning and Research before the deadline of April 1, 2026.

FISCAL IMPACT:

Not applicable.

FUNDING AVAILABLE:

Not applicable.

Attachments:

A. 2025 Housing Element Annual Progress Report
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Jurisdiction Lodi
Reporting Year 2025
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 12
54 66
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 0 54 83
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 0 12 4
Mobile/Manufactured Hom
e 00 0
Total 0 66 87
Infill Housing Developments and Infill Units Permitted # of Projects Units 00 66 66
2 2
2 0
0 0
Income Rental Ownership Total
Acutely Low 00 0
Extremely Low 00 0
Very Low 00 0
Low 00 0
Moderate 00 0
Above Moderate 00 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 00
SB 9 (2021) - Residential Lot Split 00
AB 2011 (2022) 00
SB 6 (2022) 00
SB 423 (2023) 00
Ministerial and Discretionary Applications # of Units
Ministerial 22
Discretionary 00
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 41 0
Total Housing Applications Submitted
Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
Programs Implemented
Sites Rezoned to Accommodate the RHNA
(Jan. 1 - Dec. 31)
12/31/2023 - 12/31/2031
Units Constructed - SB 423 Streamlining Permits
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
Acutely Low
Extremely Low
238
Jurisdiction Lodi ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 12/31/2023 - 12/31/2031
1 Projection
Period 34
RHNA Allocation
by Income Level
Projection
Period -
06/30/2023-
12/30/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031
Total Units
to Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted 24 - 14 12 - - - - - - Above Moderate 1,671 48 - 166 54 - - - - - - 268 1,403 3,909
72 - 180 66 - - - - - - 3 18 3,591 Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Acutely Low - - *For years prior to 2025, data on deed-restricted vs. non-deed restricted Extremely Low-Income units is approximated from whether the projects reported any deed-restricted Very Low-Income Units. If you wish to edit this historical data for accuracy or have any questions about the data, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Total Units
*For jurisdictions that received RHNA determinations for the current cycle prior to the passage of AB 3093 (September 19, 2024):
- You were not allocated Acutely Low-Income and Extremely Low-Income RHNA targets, therefore the allocations in Field 1 are listed as "0" - If you wish to set your own targets in these income categories for informational purposes, contact HCD staff at [email protected]. - All Acutely Low-Income and Extremely Low-Income units reported during the cycle are counted towards Very-Low Income RHNA progress 656
Total RHNA
-
591 Low
*For years prior to 2025, Acutely Low-Income units are reported within the Extremely Low-Income category Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.

Extremely Low -
50 Moderate
941
591
706
-
-
Income Level
Very Low
- -
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.

Please contact HCD if your data is different than the material supplied here 2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
941
239
Jurisdiction Lodi ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Historic Sites
2 34 67 8 9 1 0
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Acutely Low-
Income Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely Low-
Income Deed
Restricted
Extremely Low-
Income Non
Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total

DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.

Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Summary Row: Start Data Entry Below 0000 0 0 0 0 0 0 2 2 2 0 3934022 514 Forrest Ave
SB-9 Lot Split
PL2025-017 SFD O 9/11/2025 2 2 2 0 SB 9 (2021) -
Residential Lot
S
plit
No No
6235035 1502 Seiko & 390 Elgin
SB-9 Lot Split of
Existing Duplex
PL2025-018 2 to 4 R 9/23/2025 0 0 0 0 SB 9 (2021) -
Residential Lot
Split
No No
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Table A
Cells in grey contain auto-calculation formulas
51 Project Identifier Unit Types Density Bo
Applica
11 Housing Development Applications Submitted
Proposed Units - Affordability by Household Incomes
240
Jurisdiction Lodi ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 12/31/2023 - 12/31/2031
Table A2
Streamlining Historic Sites Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
23 56 89 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(SFA,SFD,2
to
4,5+,ADU,MH
)
Tenure
R=Renter
O=Owner
Acutely Low-
Income Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely
Low- Income
Non Deed
Restricted
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Entitlement
Date Approved
# of Units
issued
Entitlements
Acutely
Low-
Income
Deed
Restricted
Acutely
Low-
Income Non
Deed
Restricted
Extremely
Low-
Income
Deed
Restricted
Extremely
Low-
Income Non
Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Building
Permits Date
Issued
# of Units Issued
Building Permits
Acutely Low-
Income
Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low-
Income
Deed
Restricted
Extremely
Low-
Income Non
Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
Please select
the state
streamlining
provision the
project was

APPROVED
pursuant to.
(may select
multiple)
Is this project
located on a site
with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select
multiple - see
instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined
the units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)
+
Number of
Demolished/Destro
yed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum Allowable
Residential Gross Floor
Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications
Given to the
Project (Excluding
Parking Waivers or
Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking Waivers
or Parking
Modifications)
Did the project
receive a reduction
or waiver of parking
standards? (Y/N)
Notes
+
Summary Row: Start Data Entry Below 000000 00 000 000000 000 01 25 4 6 600000 0000 4 8 3 8 7 0 04313023 431.5 E LODI AV B2023-2883 ADU R 0 1 12/23/2025 1 0 NONE No N rents 03519021 702 N LOMA DR B2024-2106 ADU R 0 1 1/8/2025 1 0 NONE No N rents 03726038 307 W LOCKEFORD ST B2025-0750 ADU R 0 1 7/31/2025 1 0 NONE No N rents 04706011 236 CHARLES ST B2025-1417 ADU R 0 1 10/30/2025 1 0 NONE No N rents 04119024 627.5/629.5 N SACRAMENTO ST B2025-1502 ADU R 0 1 12/11/2025 1 0 NONE No N rents 04308303 125 E LOCUST ST B2024-2532 ADU R 0 1 6/6/2025 1 0 NONE No N rents 03519021 700 N LOMA DR B2024-2105 SFD O 0 1 1/3/2025 1 0N O N E N o N 02748015 2374 INTERL AKEN CT B2024-1800 SFD O 0 1 5/14/2025 1 0N O N E N o N 05887050 2739 HICKORY LN B2022-3006 SFD O 0 0 1 3/25/2025 1 NONE No N 05892002 2175 CALLA DR B2025-0551 SFD O 0 0 1 4/11/2025 1 NONE No N 05890004 2238 Coral St B2025-0821 SFD O 0 1 5/14/2025 1 0N O N E N o N 05890005 2244 Coral St B2025-0824 SFD O 0 0 1 5/14/2025 1 NONE No N 05890006 2250 Coral Ct B2025-0828 SFD O 0 0 1 5/14/2025 1 NONE No N 05891015 2605 BARRIQUE DR B2025-0351 SFD O 0 0 1 3/12/2025 1 NONE No N 05889027 2657 HAMILTON DR B2025-0007 SFD O 0 0 1 1/30/2025 1 NONE No N 03108027 1221 GLE NHURST DR B 2025-1442 ADU R 0 0 0 NONE No N rents 05892064 2187 CALLA DR B2025-2534 SFD O 0 1 12/23/2025 1 0N O N E N o N 05885019 2655 OLEANDER DR B2025-2543 SFD O 0 0 0N O N E N o N 05885020 2661 OLEANDER DR B2025-2544 SFD O 0 0 0N O N E N o N 03711008 831 HOLLY DR B2024-2716 ADU R 0 0 1 5/28/2025 1 NONE No N rents 02955055 68 SECRET CT B2025-0307 SFD O 0 1 11/6/2025 1 0N O N E N o N 05892059 3096 HAMILTON DR B2025-1986 SFD O 0 1 10/14/2025 1 0N O N E N o N 05885046 2503 PERSIMMON ST B2025-1521 SFD O 0 0 1 8/14/2025 1 NONE No N 05891004 2724 BARRIQUE DR B2025-1872 SFD O 0 1 11/18/2025 1 0N O N E N o N 04311324 407/409 E ELM ST B2025-1570 ADU R 0 0 0 NONE No N rents 04104045 316 LOUIE AV B2025-2029 SFD O 0 0 0N O N E N o N 04511024 410 PARK ST B2025-0247 ADU R 0 0 1 3/28/2025 1 NONE No N rents 05891011 2618 BARRIQUE DR B2025-0403 SFD O 0 0 1 4/7/2025 1 NONE No N 05890002 2226 CORAL ST B2025-0428 SFD O 0 0 1 3/20/2025 1 NONE No N 05891012 2612 BARRIQUE DR B2025-0407 SFD O 0 0 1 4/7/2025 1 NONE No N 05892031 3086 WISTERIA DR B2025-1985 SFD O 0 1 10/14/2025 1 0N O N E N o N 05885056 2656 OLEANDER DR B2025-0004 SFD O 0 0 1 1/21/2025 1 NONE No N 05885059 2774 OLEANDER DR B2025-0005 SFD O 0 0 1 1/21/2025 1 NONE No N 05885058 2768 OLEANDER DR B2025-0006 SFD O 0 0 1 1/21/2025 1 NONE No N 04524036 726 S SCHOOL ST B2025-0075 ADU R 0 0 1 3/4/2025 1 NONE No N rents 04731210 442 CHERRY ST B2025-1209 ADU R 0 0 0 NONE No N rents 05885057 2662 OLEANDER DR B2025-0003 SFD O 0 0 1 1/21/2025 1 NONE No N 05887043 2881 HICKORY LN B2025-0067 SFD O 0 1 8/29/2025 1 0N O N E N o N 05892051 2942 HAMILTON DR B2025-0309 SFD O 0 1 3/5/2025 1 0N O N E N o N 04311424 409 E PINE ST B2025-1597 ADU R 0 0 0 NONE No N rents 03519023 706 N LOMA DR B2025-0080 ADU R 0 1 5/15/2025 1 0 NONE No N rents 05885030 2430 SATIN LEAF ST B2025-1783 SFD O 0 0 1 9/15/2025 1 NONE No N 05886001 2442 SATIN LEAF ST B2025-1781 SFD O 0 0 1 9/15/2025 1 NONE No N 05891065 71 SOLERA DR B2025-1879 SFD O 0 1 10/16/2025 1 0N O N E N o N 04512204 1209 S C HURCH ST B 2025-2343 ADU R 0 0 0 NONE No N rents 04317013 513 E PINE ST B2025-1489 ADU R 0 0 0 NONE No N rents 05886054 2522 PERSIMMON ST B2025-0941 SFD O 0 0 1 6/10/2025 1 NONE No N 05886057 2640 PERSIMMON ST B2025-0868 SFD O 0 0 1 5/23/2025 1 NONE No N 04520323 545 S SCHOOL ST B2025-0709 ADU R 0 0 0 NONE No N rents 04725019 323 CONCORD ST B2025-0466 ADU R 0 1 6/23/2025 1 0 NONE No N rents 05891016 2611 BARRIQUE DR B2025-0352 SFD O 0 0 1 3/12/2025 1 NONE No N 05886051 2504 PERSIMMON ST B2025-1517 SFD O 0 0 1 8/14/2025 1 NONE No N 05890003 2232 CORAL ST B2025-0429 SFD O 0 1 3/20/2025 1 0N O N E N o N 05890024 2659 HICKORY LN B2025-0430 SFD O 0 0 1 3/20/2025 1 NONE No N 05890025 2653 HICKORY LN B2025-0431 SFD O 0 0 1 3/20/2025 1 NONE No N 05890026 2647 HICKORY LN B2025-0432 SFD O 0 0 1 3/20/2025 1 NONE No N 05890027 2641 HICKORY LN B2025-0433 SFD O 0 0 1 3/20/2025 1 NONE No N 05890028 2635 HICKORY LN B2025-0434 SFD O 0 0 1 3/20/2025 1 NONE No N 05890029 2529 HICKORY LN B2025-0435 SFD O 0 0 1 3/20/2025 1 NONE No N 05890030 2523 HICKORY LN B2025-0436 SFD O 0 0 1 3/20/2025 1 NONE No N 05890031 2517 HICKORY LN B2025-0437 SFD O 0 0 1 3/20/2025 1 NONE No N 04123047 309 N STOCKTON ST B2025-0835 ADU R 0 1 11/17/2025 1 0 NONE No N rents 05856046 2144 WYNDHAM WY B2025-1093 ADU R 0 1 10/14/2025 1 0 NONE No N rents 04715010 245 MAPLE ST B2025-1088 ADU R 0 1 8/28/2025 1 0 NONE No N rents 05889025 2669 HAMILTON DR B2025-0008 SFD O 0 0 1 1/30/2025 1 NONE No N 05889024 2675 HAMILTON DR B2025-0009 SFD O 0 0 1 1/30/2025 1 NONE No N 05889023 2681 HAMILTON DR B2025-0010 SFD O 0 0 1 1/30/2025 1 NONE No N 05890057 2682 HAMILTON DR B2025-0011 SFD O 0 0 1 1/30/2025 1 NONE No N 05890055 2676 HAMILTON DR B2025-0012 SFD O 0 0 1 1/30/2025 1 NONE No N 05890023 2665 HICKORY LN B2025-0013 SFD O 0 0 1 1/30/2025 1 NONE No N 05890022 2671 HICKORY LN B2025-0014 SFD O 0 0 1 1/30/2025 1 NONE No N 05890021 2677 HICKORY LN B2025-0015 SFD O 0 0 1 1/30/2025 1 NONE No N 05890020 2683 HICKORY LN B2025-0016 SFD O 0 0 1 5/12/2025 1 NONE No N 05886052 2510 PERSIMMON ST B2025-1269 SFD O 0 0 1 7/3/2025 1 NONE No N 03519023 704 N LOMA DR B2025-0079 SFD O 0 1 5/15/2025 1 0N O N E N o N 05887042 2887 HICKORY LN B2025-0068 SFD O 0 0 1 8/29/2025 1 NONE No N 04711008 238 WATSON ST B2025-1279 ADU R 0 0 1 8/11/2025 1 NONE No N rents 02748010 2344 INTERL AKEN CT B2025-1664 SFD O 0 0 0N O N E N o N 05891014 2600 BARRIQUE DR B2025-0158 SFD O 0 0 1 2/14/2025 1 NONE No N 04123046 115 E LOCKEFORD ST B2025-1658 SFD O 0 0 0N O N E N o N 05892049 2930 HAMILTON DR B2025-0310 SFD O 0 1 3/5/2025 1 0N O N E N o N 05892050 2936 HAMILTON DR B2025-0311 SFD O 0 1 3/5/2025 1 0N O N E N o N 04308810 318 / 318.5 E LOCUST ST B2025-1844 SFD O 0 0 0N O N E N o N 05891010 2624 BARRIQUE DR B2025-0544 SFD O 0 0 1 5/14/2025 1 NONE No N 05891017 2617 BARRIQUE DR B2025-0546 SFD O 0 0 1 5/14/2025 1 NONE No N 05892004 3081 WISTERIA DR B2025-0552 SFD O 0 0 1 4/11/2025 1 NONE No N 05892001 2169 CALLA DR B2025-0553 SFD O 0 0 1 4/11/2025 1 NONE No N 05892003 3087 WISTERIA DR B2025-0554 SFD O 0 0 1 4/11/2025 1 NONE No N 05892005 3075 WISTERIA DR B2025-0555 SFD O 0 0 1 4/11/2025 1 NONE No N 05892006 3069 WISTERIA DR B2025-0556 SFD O 0 0 1 4/11/2025 1 NONE No N 02751046 2921 CORONADO DR B2025-0557 SFD O 0 0 1 4/11/2025 1 NONE No N 02751047 2927 CORONADO DR B2025-0558 SFD O 0 0 1 4/11/2025 1 NONE No N 02751048 2933 CORONADO DR B2025-0559 SFD O 0 1 4/11/2025 1 0N O N E N o N 02751049 2939 CORONADO DR B2025-0560 SFD O 0 0 1 4/11/2025 1 NONE No N 02751050 2945 CORONADO DR B2025-0561 SFD O 0 0 1 4/11/2025 1 NONE No N 05885039 2645 PERSIMMON ST B2025-0591 SFD O 0 0 1 4/25/2025 1 NONE No N 05885038 2651 PERSIMMON ST B2025-0592 SFD O 0 0 1 4/25/2025 1 NONE No N 05886059 2652 PERSIMMON ST B2025-0593 SFD O 0 0 1 4/25/2025 1 NONE No N 05886058 2646 PERSIMMON ST B2025-0594 SFD O 0 0 1 4/25/2025 1 NONE No N 03925003 710 W T URNER RD B 2025-0596 ADU R 0 0 0 NONE No N rents 04105003 713 N PLEASANT AV Unit C B2025-0588 ADU R 0 0 0 NONE No N rents 02748021 2430 INTERL AKEN CT B2025-0476 SFD O 0 1 7/28/2025 1 0N O N E N o N 05886053 2516 PERSIMMON ST B2025-1274 SFD O 0 0 1 7/3/2025 1 NONE No N 04523013 619 S SACRAMENTO ST B2025-0568 SFD O 0 1 6/6/2025 1 0N O N E N o N 05891013 2606 BARRIQUE DR B2025-0159 SFD O 0 0 1 2/14/2025 1 NONE No N 05891025 2609 CALYPTRA DR B2025-0160 SFD O 0 0 1 2/14/2025 1 NONE No N 05891024 2604 CALYPTRA DR B2025-0161 SFD O 0 0 1 2/14/2025 1 NONE No N 04312403 402 E OAK ST B2025-0175 ADU R 0 1 2/13/2025 1 0 NONE No N rents 02751042 2926 LA JOLLA WY B2025-0678 SFD O 0 0 1 5/1/2025 1 NONE No N 02751041 2932 LA JOLLA WY B2025-0679 SFD O 0 0 1 5/1/2025 1N O N E N o N 02751043 2920 LA JOLLA WY B2025-0680 SFD O 0 0 1 5/1/2025 1 NONE No N 05891019 2629 BARRIQUE DR B2025-0718 SFD O 0 0 1 5/14/2025 1 NONE No N 05891018 2623 BARRIQUE DR B2025-0708 SFD O 0 0 1 5/14/2025 1 NONE No N 02751040 2938 LA JOLLA WY B2025-0681 SFD O 0 0 1 5/1/2025 1 NONE No N 02751039 2944 LA JOLLA WY B2025-0682 SFD O 0 0 1 5/1/2025 1 NONE No N 05890019 2254 BLOSSOM DR B2025-0683 SFD O 0 0 1 5/5/2025 1 NONE No N 05885001 2264 LYNDON ST B2025-0684 SFD O 0 0 1 5/5/2025 1 NONE No N 05890012 2252 Lyndon st B2025-0685 SFD O 0 0 1 5/5/2025 1 NONE No N 05890013 2258 LYNDON ST B2025-0686 SFD O 0 0 1 5/5/2025 1 NONE No N 04126017 706 GOLDEN AV B2025-1623 ADU R 0 0 0 NONE No N rents 04123046 115 E LOCKEFORD ST B2025-1660 SFD O 0 0 0N O N E N o N 04123046 115 E LOCKEFORD ST B2025-1661 SFD O 0 0 0N O N E N o N 04123046 115 E LOCKEFORD ST B2025-1662 SFD O 0 0 0N O N E N o N 02741003 1224 S LOWER SACRAMENTO RD B2025-1857 ADU R 0 0 0 NONE No N rents 05890007 2256 Coral Ct B2025-0830 SFD O 0 1 5/14/2025 1 0N O N E N o N 04113001 728 N C HURCH ST B 2025-0934 SFD O 0 0 0N O N E N o N 05886056 2634 PERSIMMON ST B2025-0869 SFD O 0 0 1 5/23/2025 1N O N E N o N 05890008 2262 Coral Ct B2025-0831 SFD O 0 1 5/14/2025 1 0N O N E N o N 05890011 2251 Coral Ct B2025-0837 SFD O 0 1 5/14/2025 1 0N O N E N o N 05890032 2511 Hickory Ln B2025-0839 SFD O 0 0 1 5/14/2025 1 NONE No N 05886055 2628 PERSIMMON ST B2025-0874 SFD O 0 0 1 5/23/2025 1 NONE No N 05885041 2633 PERSIMMON ST B2025-0871 SFD O 0 0 1 5/23/2025 1 NONE No N 05885040 2639 PERSIMMON ST B2025-0873 SFD O 0 0 1 5/23/2025 1 NONE No N 05885042 2627 PERSIMMON ST B2025-0955 SFD O 0 0 1 6/10/2025 1 NONE No N 05891007 2706 BARRIQUE DR B2025-0965 SFD O 0 1 8/25/2025 1 0N O N E N o N 05885043 2521 PERSIMMON ST B2025-0954 SFD O 0 0 1 6/10/2025 1 NONE No N 05891008 2636 BARRIQUE DR B2025-0969 SFD O 0 0 1 7/30/2025 1 NONE No N 05891009 2630 BARRIQUE DR B2025-0970 SFD O 0 0 1 6/18/2025 1 NONE No N 05885049 2514 OLEANDER DR B2025-2372 SFD O 0 1 12/11/2025 1 0N O N E N o N 05891061 95 SOLERA DR B2025-2641 SFD O 0 1 1 0N O N E N o N 05885018 2649 OLEANDER DR B2025-2542 SFD O 0 0 0N O N E N o N 05892027 3062 WISTERIA DR B2025-2015 SFD O 0 1 10/14/2025 1 0N O N E N o N 05892028 3068 WISTERIA DR B2025-2009 SFD O 0 1 10/14/2025 1 0N O N E N o N 04321063 20 N CHER OKEE LN B2025-2571 SFD O 0 0 0N O N E N o N 05891066 65 SOLERA DR B2025-1881 SFD O 0 1 10/16/2025 1 0N O N E N o N 04706011 236 CHARLES ST B2025-1345 ADU R 0 0 0 NONE No N rents 05885044 2515 PERSIMMON ST B2025-1276 SFD O 0 0 1 7/3/2025 1 NONE No N 05885045 2509 PERSIMMON ST B2025-1278 SFD O 0 0 1 7/3/2025 1 NONE No N 04705007 1125 S STOCKTON ST B2025-1338 ADU R 0 0 0 NONE No N rents 02751044 2914 LA JOLLA WY B2025-1426 SFD O 0 1 9/24/2025 1 0N O N E N o N 02751045 2915 CORONADO DR B2025-1427 SFD O 0 1 9/24/2025 1 0N O N E N o N 06221008 116 SWAIN DR B2025-1428 SFD O 0 0 0N O N E N o N 04737015 715 S CHEROKEE LN B2025-1732 SFD O 0 0 0N O N E N o N 03111025 810 CARDINAL ST B2025-2089 ADU R 0 0 0 NONE No N rents 02741003 1224 S LOWER SACRAMENTO RD B2025-1856 ADU R 0 0 0 NONE No N rents 05885027 2412 SATIN LEAF ST B2025-1910 SFD O 0 1 10/9/2025 1 0N O N E N o N 05892029 3074 WISTERIA DR B2025-2019 SFD O 0 1 10/14/2025 1 0N O N E N o N 04524007 713 S SACRAMENTO ST B2025-1966 SFD O 0 0 0N O N E N o N 05892030 3080 WISTERIA DR B2025-2017 SFD O 0 1 10/14/2025 1 0N O N E N o N B2025-1728 SFD O 0 0 0N O N E N o N
05891005 2718 BARRIQUE DR B2025-1750 SFD O 0 1 10/28/2025 1 0N O N E N o N 05891006 2712 BARRIQUE DR B2025-1753 SFD O 0 1 10/28/2025 1 0N O N E N o N 05885047 2502 OLEANDER DR B2025-1894 SFD O 0 1 10/9/2025 1 0N O N E N o N 02751038 2950 LA JOLLA WY B2025-1424 SFD O 0 0 0N O N E N o N 04312303 412 E PINE ST B2025-2104 ADU R 0 0 0 NONE No N rents 05885023 2387 SATIN LEAF CT B2025-2137 SFD O 0 1 11/17/2025 1 0N O N E N o N 05885025 2380 SATIN LEAF CT B2025-2145 SFD O 0 1 11/17/2025 1 0N O N E N o N 05885026 2386 SATIN LEAF CT B2025-2146 SFD O 0 1 11/17/2025 1 0N O N E N o N 05885024 2381 SATIN LEAF CT B2025-2147 SFD O 0 1 11/17/2025 1 0N O N E N o N 05885048 2508 OLEANDER DR B2025-2370 SFD O 0 1 12/11/2025 1 0N O N E N o N 05891069 76 SOLERA DR B2025-2191 SFD O 0 1 12/11/2025 1 0N O N E N o N 03513211 205 S LOMA DR B2025-2196 ADU R 0 0 0 NONE No N rents 05891067 64 SOLERA DR B2025-2190 SFD O 0 1 12/11/2025 1 0N O N E N o N 05891068 70 SOLERA DR B2025-2192 SFD O 0 1 12/11/2025 1 0N O N E N o N 05885054 2644 OLEANDER DR B2025-2663 SFD O 0 0 0N O N E N o N 05885053 2638 OLEANDER DR B2025-2664 SFD O 0 0 0N O N E N o N 05885016 2637 OLEANDER DR B2025-2665 SFD O 0 0 0N O N E N o N 05885055 2650 OLEANDER DR B2025-2666 SFD O 0 0 0N O N E N o N 05891063 83 SOLERA DR B2025-2644 SFD O 0 0 0N O N E N o N 05891070 82 SOLERA DR B2025-2645 SFD O 0 0 0N O N E N o N 05891071 88 SOLERA DR B2025-2646 SFD O 0 0 0N O N E N o N 05885017 2643 OLEANDER DR B2025-2662 SFD O 0 0 0N O N E N o N 02750037 733 CHELSEA ST B2026-0003 SFD O 0 0 0N O N E N o N 05885050 2520 OLEANDER DR B2025-2373 SFD O 0 1 12/11/2025 1 0N O N E N o N 05885051 2626 OLEANDER DR B2025-2374 SFD O 0 1 12/11/2025 1 0N O N E N o N 04127522 419 M URRAY ST B2025-2397 ADU R 0 0 0 NONE No N rents 05891064 77 SOLERA DR B2025-2424 SFD O 0 0 0N O N E N o N 05885029 2424 SATIN LEAF ST B2025-1897 SFD O 0 1 10/9/2025 1 0N O N E N o N 05885028 2418 SATIN LEAF ST B2025-1909 SFD O 0 1 10/9/2025 1 0N O N E N o N 05885031 2436 SATIN LEAF ST B2025-1773 SFD O 0 1 9/15/2025 1 0N O N E N o N 02750029 716 CHELSEA ST B2022-3245 SFD O 0 1 11/10/2025 1 0N O N E N o N 05887044 2875 HICKORY LN B2025-2529 SFD O 0 1 8/29/2025 1 0N O N E N o N 02749040 2908 CARROUSEL ST B2022-3088 SFD O 0 0 1 3/26/2025 1 NONE No N 02749041 2909 ELEGANCE ST B2022-3089 SFD O 0 0 1 3/26/2025 1 NONE No N 02749052 633 ELINA ST B2022-3098 SFD O 0 0 0N O N E N o N 02750003 3048 CHARLOTTE ST B2022-3100 SFD O 0 1 11/20/2025 1 0N O N E N o N 02750049 2942 ALEXANDRA ST B2022-3130 SFD O 0 1 3/26/2025 1 0N O N E N o N 02750030 710 CHELSEA ST B2022-3115 SFD O 0 1 3/26/2025 1 0N O N E N o N 02750048 2948 ALEXANDRA ST B2022-3129 SFD O 0 1 3/26/2025 1 0N O N E N o N 02750050 2936 ALEXANDRA ST B2022-3131 SFD O 0 1 3/26/2025 1 0N O N E N o N 02750002 711 ELINA ST B2022-3231 SFD O 0 0 0N O N E N o N 02750036 727 CHELSEA ST B2026-0002 SFD O 0 0 0N O N E N o N 02750031 704 CHELSEA ST B2025-2487 SFD O 0 0 0N O N E N o N 02750032 703 CHELSEA ST B2025-2533 SFD O 0 0 0N O N E N o N 04721016 617 S CENTRAL AV B2025-2627 ADU R 0 0 0 NONE No N rents 06252019 2112 STARLING WY B2025-1033 ADU R 0 0 0 NONE No N rents 03934022 514 FORREST AV B2025-2425
SFD O
0 0 0 SB 9 (2021) -
Residential Lot Split No N
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Demolished/Destroyed UnitsProject Identifier Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
241
Jurisdiction Lodi
Reporting Year 2025 (Jan. 1 - Dec. 31)
123 4 5 6 7 8 9
Name of Program Objective
Projected Completion
Date in Housing
Element
Applicab
le Cycle
Status of
Program
Implementa
Program Implementation Details
Quantified
Outcomes:

Category
Quantif
ied
Outco
Supporting Documents
Program 1.1: Revise
Development Code
Objective: Reduce regulatory barriers to the provision of housing.

Source: Existing Program 1.1, revised
The City will amend Title 17 of the Lodi Municipal Code (Development Code) to reduce constraints and provide incentives for constructing and conserving a variety of housing types. Actions include:

Allow mobile home parks in all residential zones, per Gov. Code §65852.7.

Permit residential care facilities (7+ residents) in all residential zones, with standards equivalent to similar residential uses.

Comply with Gov. Code §65660 et seq. for low barrier navigation centers.

Allow supportive housing by right in all multifamily and mixed-use zones per Gov.

Code §65651; ensure timely processing and no minimum parking requirements.

Update Chapter 17.36.050 (Density Bonus) to align with current Gov. Code §§65915–65918.

Allow agricultural employee housing (up to 36 beds or 12 units) in zones permitting agricultural uses, per Health & Safety Code §17021.6.

Provide streamlined ministerial review for eligible ag employee housing under Health & Safety Code §17021.8.

Revise SPARC findings in §17.40.020(E)(1)(b–d) to remove subjective criteria and enhance approval certainty.

Remove subjective findings for reasonable accommodation requests in §17.67.050(A)(5–6).

Complete Development
Code amendments within
one year of adoption of this
Element.
6th Cycle In Progress The City's Housing Element Consultant Mintier Harnish, along with City Staff, are continuing work on drafting phased Development Code Amendments throughout the year. Other 1 https://www.planlodi.com/c ode-amendments Program 1.2: Revise
Growth Management
Allocation Ordinance
Objective: Remove constraints to housing production
Source: Existing Program 1.2, revised
While jurisdictions in San Joaquin County are exempt from certain growth management restrictions due to the county’s agricultural designation, the City will amend the Growth Management Allocation Ordinance (GMAO) to remove local constraints to housing development. The City will:

Exempt units affordable to extremely low-, very low-, and low-income households with long-term affordability restrictions.

Exempt moderate-income affordable units with long-term restrictions located in Residential Community Allocation Areas (RCAAs) and High Resource Areas.

Establish a ministerial, staff-level process for approving extensions to existing allocations.

Count Single Room Occupancy (SRO) and studio units as one-half unit for allocation purposes.

Adopt amendments to the
Growth Management
Allocation Ordinance within
a year of adoption of this
Housing Element and
evaluate implementation by
the end of the planning
period.
6th Cycle Not Yet Started The City's Housing Element Consultant Mintier Harnish, along with City Staff, are continuing work on drafting phased Development Code Amendments throughout the year. Other 1 https://www.planlodi.com/c ode-amendments

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, a nd development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583 242
Program 1.3: Personal
Security Standards
Objective: Reduce the susceptibility of residential properties and neighborhoods to criminal activity and increase residents’ perception of personal safety.

Source: Existing Program 1.3
The City will continue applying design standards to all new residential projects to enhance personal security and deter criminal activity. These standards will address:

Placement of landscaping, accessory buildings, and structures to ensure visibility and maintain access for police patrols.

Lighting and other safety features to improve security for residents.

Use of materials that resist vandalism and allow for easy graffiti removal.

As projects are submitted to
the Planning Division. 6th Cycle In Progress All new residential developments approved in 2025 incorporated security lighting, visibility requirements, and vandal-resistant materials consistent with the City’s design standards. Other 1 https://library.municode.com/ca/lodi/codes/co
de_of_ordinances?nodeId=TIT17DECO_AR
T3SIPLGEDEST
Program 1.4: Land
Inventory
Objective: Increase the potential for infill development, thereby reducing the need to prematurely annex land and convert agricultural land to urban use.

Source: Existing Program 1.4, revised
The City will maintain and annually update an inventory of vacant, residentially zoned parcels and approved residential projects, including underutilized sites downtown with residential or mixed-use potential. This information will be made publicly available.

To address the RHNA shortfall, the City will rezone sites identified in Chapter 5:

Sites Inventory and Analysis, including 14.35 acres to MCO (8–35 du/ac) and

16.04 acres to RHD (15–35 du/ac), per Table 72.

The City will maintain a public inventory of sites subject to Gov. Code §65583.2(c), including vacant sites listed in two or more consecutive housing elements and nonvacant sites identified in a prior element.

Sites with proposed rezoning, and those previously identified in past housing elements, will be rezoned per Gov. Code §65583.2(h)–(i) to:

Permit by-right multifamily development (20%+ affordable to lower-income households);
Provide a minimum of 16 units per site;
Require minimum density of 20 du/ac;
Allow 100% residential floor area and require at least 50% residential in mixed-use projects.

To ensure compliance with “no net loss” per Gov. Code §65863, the City will Maintain a current list of
vacant residentially zoned
parcels, as projects are
approved. Rezone parcels
to meet the RHNA shortfall
by December 15, 2026.
6th Cycle Continuous
The Housing Element Land Inventory has been added as a layer to the City's GIS System, available on the City's website.

The City rezoned approximately 590 parcels, including 12 Housing Element sites, to streamline housing development and increase infill capacity. The rezoning added approximately 57 acres of High Density Residential zoning, 30 acres to the Downtown Mixed Use zone, and 70 acres to mixed-use zones that allow high-density residential development, creating potential capacity for approximately 3,140 housing units assuming 20 units per acre.

Additionally, the City has contracted with consultant RRM Design Group to prepare a Downtown Specific Plan, which includes a focus on infill housing in the Downtown.

Units 3140
https://www.planlodi.com/general-plan-1 and
https://www.planlodi.com/downtown-specific-
plan and
https://gis.lodi.gov/portal/apps/experiencebuil
der/experience/?id=f229d41d76b54234858f6
8c096f6814a
243
Program 1.5: Pursue State
and Federal Funds in
Support of Housing
Construction
Objective: Facilitate development of 40 extremely low-, 100 very low-, and 100 low- income units, with a target of 50% in RCAAs and high-resource areas.

Source: Existing Program 1.5, revised
The City will continue pursuing State and Federal funding to support affordable housing development, rent assistance, supportive services, and infrastructure for extremely low-, very low-, and low-income households, including farmworker and special needs populations. Actions include:
a. Annual Coordination:

Host annual meetings with nonprofit and for-profit affordable housing providers and public agencies to identify priorities for City support of funding applications over the next 12–24 months. The City will notify past participants and interested entities directly and maintain contact year-round.
b. Support for Partners:

Support applications submitted by other entities through:

Expedited planning permit processing to meet funding deadlines.

Provision of demographic or housing data to support applications.

Letters of support for City-approved (including conceptually approved) projects.

This includes potential support for groups such as Central Valley Low Income Housing Corp. and the LOEL Foundation.
c. Direct Applications:

Apply directly for eligible State and Federal funding programs, targeting $1 million by 2028 and $2 million by 2031.

In coordinating these efforts, the City aims to expand housing and services for For Action a., annual
meetings, 2023-2031; for
Action b., quarterly each
year, depending on
funding deadlines for
specific state and federal
programs, 2023-2031; for
Action c. semi-annual
review and assessment of
funding opportunities based
on (1) funding cycles and
eligible
activities for various state
and federal programs, (2)
projects and programs
proposed to the City
for state or federal funding,
and (3) City staff capacity to
prepare funding requests.
6th Cycle Continuous
The City receives CDBG funding which can be used to assist with housing construction. As part of the annual funding cycle, the City reaches out to various organizations and agencies to solicit applications for affordable housing development projects or related housing support services. The City also conducts consultations with these groups as part of its annual community needs assessment and Annual Action Plan.

City staff attends monthly Lodi Committee on Homelessness (LCOH) meetings to stay engaged and supportive of local and regional efforts to house and serve homeless and low-income households. Members of the committee include homeless service/housing providers. This committee continually looks for funding and opportunities to partner with agencies.

The City continues to meet with the San Joaquin County Housing Authority and other affordable housing developers to discuss potential affordable housing projects, opportunities to partner on those projects, and invites it to apply for CDBG grant funds and to participate in the process of applying for CDBG funds in connection with the City. In 2023-24 the City partnered with HACSJ and provided land as an equity stake in 110 units of affordable senior housing with veteran preference. HACSJ will be working to finance and develop this project over the next several years with the support of the City.

The City has applied for and received LEAP and REAP funding to updated its ADU ordinance, study feasibility of an affordable housing initiative, and partially fund the City's new Access Center - a homeless resource center, which provides information and basic needs such as food, shelter, clothing, hygiene, mobile showers, restrooms, laundry services, phone charging station and storage.

The City applied and received State HHIP funding to aquire and rehabilitate a hotel to develop 40+ units of transitional housing, which is anticipated to be rented up in 2026.

City staff utilizes consultant staff and collaboration with LCOH members to grow its capacity, as needed, to apply for funding.

During the reporting year, the City continued coordinating with nonprofit affordable housing providers and public agencies regarding State and Federal funding opportunities. The City provided technical assistance and letters of support for affordable housing funding applications and monitored available funding programs; Other 1 https://www.lodi.gov/1232/Homelessness-
Initiatives
Program 1.6: Encourage
Efficient Use of Land for
Residential Development
Objective: Promote efficient land use for residential development while reducing premature conversion of agricultural land to urban use.

The City encourages infill and contiguous development and uses the following strategies:

Phased Growth: The General Plan Growth Management and Infrastructure Element establishes three growth phases. Phase 3 includes Urban Reserve areas for long- term growth if prior phases are built out.

Agricultural Conservation: To preserve farmland and support the agriculture industry, the City will continue implementing its agricultural conservation program.

A mitigation fee is assessed for land converted from agriculture to urban use.

Funds support conservation easements, land acquisition, research, education, and capital improvements. Conservation areas are outside the City’s SOI and designated growth areas, ensuring no impact on Housing Element sites. (See Conservation Element, Policy C-P7.)
Infill Site Inventory: The City will maintain a public inventory of vacant and underutilized infill sites allowing residential or mixed-use development. The inventory will also highlight nonresidential zones that permit multifamily housing and will be available online and at the Community Development counter.

Infill Incentives: The City will offer one or more incentives for high-density (20+ du/ac) infill projects. Incentives may include parking reductions, fee waivers/deferrals, priority or streamlined processing, and other local benefits in addition to State density bonus law. The City will annually engage with regional developers and affordable housing providers to promote these tools.

Habitat Conservation: The City participates in the San Joaquin County Multi- Species Conservation and Open-Space Plan (SJMSCP), allowing developers to Require fee payment as
mitigation, ongoing
(2023–2031); enforce Urban
Reserve designation
and contiguity requirements
when this Housing Element
is adopted; citywide
inventory of potential
residential infill sites: posted
in 2024 and updated as
applications are processed;
establish incentives to
encourage residential infill
development by 2025;
engage developers and non-
profits homebuilders
annually.
6th Cycle Continuous
Lodi General Plan Policy C-P7 requires mitigation fees to protect and conserve agricultural lands. Lodi General Plan Policy C-P4 encourages San Joaquin County to conserve agricultural soils, preserve agricultural land surrounding the City and promote the continuation of existing agricultural operations, by supporting the county’s economic programs.

The impacts resulting from conversion of agricultural land conversion to urban uses are mitigated through the City’s participation in the San Joaquin County Multi Species Conservation Plan.

During the reporting year, the City did not receive any new applications for multifamily or infill residential development. This reflects broader market conditions affecting housing development. Several residential projects remain in the development pipeline and may proceed with entitlement processing in future years as market conditions improve.

Other 1 https://www.planlodi.com/
244
Program 1.7: Provide Rental
Assistance
Objective: Increase rental property owner awareness of, and participation in, rental assistance programs. Expand Housing Choice Vouchers by 10%, targeting 50% in moderate and high resource areas.

Source: Existing Program 1.7, revised
The City will continue supporting the San Joaquin County Housing Authority in administering the Housing Choice Voucher Program (formerly Section 8). City support will include:

Distributing program information at the Community Development public counter and on the City’s website.

Sharing program materials with rental property owners during code enforcement outreach.

Holding annual meetings with the Housing Authority to identify City actions that encourage greater rental property owner participation, with a focus on properties in moderate and high resource areas.

Collaborating with the Housing Authority to pursue additional funding, with a goal of increasing available vouchers by 10%.

These efforts aim to expand access to affordable housing options and promote equitable distribution of rental assistance across resource areas Distribution of Housing
Choice Voucher Program
information, current and
ongoing, 2023-2031;
maintain information on the
City website, continuously
2023-2031; engage local
property owners
annually, 2023-2031; meet
with the Housing Authority
to explore available funding
opportunities
twice annually.
6th Cycle Continuous
The City continues to work with the HACSJ to secure Housing Choice Vouchers. The new Salas Park Senior Affordable Housing Project will be supported with a mix of housing choice vouchers and tax credits to subsidize rental prices
Meetings 1
https://www.lodi.gov/180/Neighborhood-
Services-Division
Program 1.8: Focus on
Neighborhood Improvement
Initiatives
Objective: Improve the City’s ability to focus on the implementation of housing and neighborhood improvement programs.

Source: Existing Program 1.8, revised
The City will continue to designate a Neighborhood Services Manager (NSM) within the Community Development Department to lead housing and neighborhood improvement initiatives.

Key responsibilities of the NSM include:

Developing programs and incentives to support affordable housing through new construction, rehabilitation, and acquisition.

Implementing neighborhood improvement efforts citywide and creating targeted strategies for the Eastside area.

Ensuring compliance with federal and State housing regulations and alignment with local goals.

Preparing reports on housing preservation, development, neighborhood conditions, and code enforcement activities.

Managing housing rehabilitation, first-time homebuyer, and code enforcement programs.

The NSM will coordinate closely with the Community Improvement Division (formerly Code Enforcement) and the Planning Division to align housing and neighborhood priorities and improve service delivery.

Maintain NSM position
continuously throughout the
planning period, 2023-2031;
develop geographically
targeted neighborhood
improvement strategies for
the Eastside area by 2025;
coordinate with Community
Improvement staff regularly.
6th Cycle Continuous
The implementation of housing and neighborhood improvement programs is completed through the combined efforts of the Community Development Director, Neighborhood Services Manager, Program Specialist, City Manager’s Office, consultants, Lodi Committee on Homelessness, Lodi Improvement Committee, City staff, and other volunteers.

The City allocated CDBG and City dollars to fund the Asset-Based Community Development (ABCD): Love Your Block program which supports capacity building and resident leadership in low-income neighborhoods, as well, a mini-grant program for resident driven community improvement projects.

The City's Lodi Improvement Committee is commissioned with the purpose of maintaining and improving the quality of life and appearance of Lodi for all residents. The Committee forms annual goals and works towards those ends including: community safety programs, property improvement program, and more.

The LCOH continues to advocate for a low-bar, housing first, emergency shelter in Lodi. In collaboration with the City, City Council approved the Lodi Access Center Emergency Shelter which will be a low-barrier shelter that will have the capacity to house our 2022 point in time count numbers. As of July 2022, a temporary emergency shelter was opened that has the capacity to house up to 49 individuals overnight and often sees approximately 80-100 individuals for day services. This temporary emergency shelter will remain open until the permanent center can be constructed. Please see LCOH agenda minutes for discussions:
http://www.lodi.gov/940/Homelessness
Consultant and Neighborhood Services Manager is ensuring federal laws and all applicable laws are being complied with.

In 2024, the City completed its Housing Element and Consolidated Plan updates.

The City continues to support graffiti abatement through CDBG funds.

The Lodi Improvement Committee has worked on several projects in neighborhoods to enhance neighborhood aesthetics and community engagement with art installations with the hope to complete more in 2025.

Other 1 https://www.lodi.gov/180/Neighborhood-
Services-Division
245
Program 1.9: Annex Land to
Accommodate Future
Housing Needs as
Necessary
Objective: Increase the City’s residential development capacity to accommodate its share of the region’s housing needs. Encourage development of 320 lower-, 372 moderate-, and 1,383 above moderate-income units on annexation sites during the planning period.

Source: Existing Program 1.9, revised
In 2022, the City expanded its Sphere of Influence (SOI) through an updated Municipal Services Review (MSR), including Phase I and II areas in the southeast quadrant. The City is pursuing annexation of Phase I areas to help meet 6th Cycle RHNA obligations.

Annexation milestones to be completed within the planning period include:

San Joaquin County Board of Supervisors and City Council approval of Annexation and Tax Sharing Agreements (est. 2024).

LAFCO annexation approval (est. by 2026). If denied, the City will continue efforts through additional hearings.

A mid-cycle review in 2027 to assess annexation progress and RHNA capacity. If annexation sites are infeasible, the City will identify and rezone alternative sites by 2028.

The City will zone appropriate acreage within annexation sites in compliance with Gov. Code §65583.2(h)–(i), including at least 16 acres across Sites 109–112, to:

Allow multifamily rental and ownership housing by-right for developments with ≥20% lower-income units.

Require minimum densities of 20 du/ac and at least 16 units per site.

Pursue discussions with
property owners about
annexation, as appropriate
according to housing
needs, but, at minimum, by
2025 and again by 2036;
engage at least 10 potential
developers by 2026; identify
infrastructure needs in the
SOI by January 2025;
engage local developers to
discuss infrastructure
funding opportunities
annually; apply for funding
to expand infrastructure
as opportunities are
identified; complete
annexations by 2028.
6th Cycle In Progress
The City of Lodi has limited vacant land available for residential development within the City limits. As a result of the 2022 update to the City's Sphere of Influence (SOI) and Municipal Services Review (MSR), the City has been in discussions with multiple property owners and developers of these expanded SOI/MSR areas concerning potential annexation for housing purposes. However, several million dollars in funding is needed for expansion of electric and water/sewer services, specifically in the South Study Area. PG&E is proposing a series of electrical upgrades in Northern San Joaquin County, known as the Northern San Joaquin 230 kV Transmission Project.

This project will provide a new 230 kV transmission system in northern San Joaquin County. The project will loop the PG&E existing overhead Brighton-Bellota 230 kV transmission lines through PG&E Lockeford Substation and install a new overhead double-circuit 230 kV transmission line between PG&E Lockeford Substation and a new PG&E switching station at the City of Lodi’s existing Industrial Substation. Lodi will construct a new 230/60kV substation between the existing Industrial Substation and the new PG&E switching station. This project will address voltage and thermal overloads on PG&E’s system, improve system reliability for PG&E’s customers, and increase capacity to accommodate projected growth in northeastern San Joaquin County, including Lodi. The estimated cost for the City of Lodi’s portion of the project is approximately $30 million dollars. Lodi plans to finance its share of the project with savings from the elimination of low voltage transmission access (or wheeling) charges more than covering the annual cost of debt service. However, development will be required to share in the cost of expansion.

During the reporting year, the City continued pursuing annexation efforts to expand residential development capacity identified in the Housing Element. The City is preparing an annexation application for the Westside area and is working through threshold issues to support a LAFCO application anticipated in 2026. For the Southside study area, the City continued evaluating infrastructure needs and other feasibility considerations necessary to support future annexation and housing development.

Other 2 https://www.planlodi.com/city-ex pansion
Program 1.10: Provide
Homebuyer Assistance
Objective: Assist 48 first-time homebuyers: 8 very low-, 20 low-, and 20 moderate- income households.

Source: Existing Program 1.10, revised
The City will pursue funding to relaunch its first-time homebuyer down payment assistance program. It will also continue partnering with the Housing Authority through a countywide consortium for issuing mortgage revenue bonds or mortgage credit certificates to support homeownership.

The City will work with the Housing Authority to ensure these programs prioritize neighborhoods in need of reinvestment, such as East Lodi. Program promotion will include public counter materials, website links, and annual outreach by the Neighborhood Services Manager to local real estate agents and mortgage lenders to explore participation opportunities.

The City will also collaborate with local organizations to distribute fair housing and homebuyer education information. Outreach methods will include flyers, community events, social media, and workshops. In partnership with San Joaquin Fair Housing, the City will host annual engagement events or advertising campaigns focused on the Eastside
Current and ongoing, 2023-
2031; continue to provide
information on the City
website and at the public
counter; Neighborhood
Services Manager to meet
with local realtors and
mortgage lenders
annually; hold engagement
events/advertising
campaigns targeting lower
resourced areas annually.
6th Cycle Not Yet Started
During the reporting year, no funding was available to relaunch the City’s first-time homebuyer down payment assistance program, as many State and Federal funding sources for these programs have been significantly reduced. The City continued coordinating with the San Joaquin County Housing Authority and regional partners regarding programs that support first-time homebuyers and monitored potential funding opportunities to support future program implementation.

HACSJ in collaboration with the City is working on the financing and development of the Salas Park project which included 110 units of senior with veteran preference affordable housing. The City works to actively recruit housing developers and match them with opportunities, such as creative partnerships and site assembly.

Persons https://www.lodi.gov/180/Neighborhood-
Services-Division
246
Program 1.11: Multifamily
Housing Development
Standards and Design
Requirements
Objective: Increase awareness of the City’s multifamily development standards and design guidelines; adopt objective design standards for affordable multifamily developments to provide approval certainty.

Source: Existing Program 1.11, revised
The City will promote its multifamily development standards and design guidelines by:

Posting materials on the Community Development Department webpage; Providing brochures at the public counter;
Discussing standards during pre-application meetings; and Notifying local homebuilder, realtor, and contractor associations.

To further support affordable housing production, the City will adopt objective design standards specifically for affordable multifamily developments to ensure clarity and approval certainty.

Additionally, the City will amend the RMD (Residential Medium Density) zone to increase the height limit to three stories, removing regulatory barriers to achieving maximum allowable density.

Current and ongoing (2023-
2031); information is
currently available on the
City’s website and at the
public permit counter. The
City also encourages pre-
application meetings. These
practices will continue
indefinitely. A notice of the
City’s multifamily
development standards will
be
distributed to industry
organizations within six
months of the adoption of
this Housing Element and
every year thereafter; adopt
objective design standards
for affordable multifamily
developments by January
2025; amend the
Development Code to allow
three story residential
development in the RMD
zone by January 2025.
6th Cycle Continuous
The City has been taking advantage of free technical assistance opportunites through the San Joaquin Valley REAP program, HCD, and even joining in adjacent jurisdictions, such as ABAG, in an attempt to establish applicable resources for implemtation of residential Objective Design Standards. Through the continuation of the City's professional services contract with Minitier Harnish, incremental code amendments are being drafted to address housing typologies that fit within the City's remaining Housing Element contract budget.

The City will continue to provide information regarding existing multifamily development standards, both on the City’s website and at the public permit counter. The City actively meets with multifamily housing developers concerning proactive planning, including location of suitable sites, predevelopment activities, and flexibiltiy in multifamilyh housing design through amendments to the "Planned Development" section of the zoning code until Objective Design Standards can be formerly adopted.

The Development Code Amendment to allow three story residential in the RMD zone is delayed, yet in process, as part of the "Phase 3 Incremental Code Amendments," anticipated to become effective by summer 2025.

The City had hired RRM Design Group, and is in the process of preparing a Downtown Specific Plan that will include updated design standards, and targeted infill sites to attract multifamily and mixed use housing development.

During the reporting year, the City continued promoting multifamily development standards and design guidelines through development review and pre-application discussions with prospective developers.

Information regarding multifamily standards remains available on the Community Development Department website and at the public counter. The City also amended the Residential Medium Density (RMD) zoning district to increase the maximum building height to three stories, reducing regulatory barriers to achieving allowable residential densities.

Meetings 5 https://www.planlodi.com/c ode-amendments
Program 1.12: Diversify and
Expand the Housing Stock
Objective: Diversify and expand the City’s housing stock in higher resource areas with a goal of encouraging 150 “missing middle”/multifamily units in such areas; secure $2 million in grant funding to support affordable housing for special needs households; and support development of 40 special needs units during the planning period (or at least five units annually).

Source: New Program
The City will promote diverse housing types in high opportunity areas—particularly West Lodi and western North and South Lodi—through the following actions:
a. Review the General Plan, Zoning Code, Zoning Map, and Specific Plans to identify barriers to housing production and opportunities to increase capacity and variety. Recommend amendments, as needed, to facilitate a broader range of housing types in higher resource areas.
b. Identify and pursue zoning amendments to allow “missing middle” housing types (e.g., duplexes, triplexes, townhomes, courtyard apartments) in low-density, high- resource neighborhoods. Update zoning standards to enable 10–20 du/ac and adopt development standards that support buildout at maximum density. c. Monitor funding sources and pursue grants that align with the City’s housing goals. Prioritize funding opportunities that are feasible and best suited to support affordable housing for special needs populations, with a goal of securing $2 million during the planning period.
d. Support the development of at least 40 housing units for special needs households—including s eniors, people with disabilities (including developmental), low-income large families, single-parent households, and persons experiencing homelessness—by offering incentives such as reduced development standards or fee waivers. The City will also support non-profit housing developers through ongoing collaboration and technical assistance.

For action a: review by
2025, adopt amendments by
2026; for action b: identify
by 2026, adopt amendments
in 2026; for action c.:
annually; for action d: adopt
incentives by 2026.
6th Cycle Not Yet Started
The City amended the zoning code to allow greater utilization of infill sites for housing with the flexibility of "Planned Developments," in addition to expanding code definitions for housing typologies, which will be expanded on in upcoming code amendments.

During the reporting year, the City continued evaluating regulatory barriers and opportunities to support a broader range of housing types in higher resource areas, including “missing middle” housing such as duplexes, triplexes, and townhomes. Staff also monitored State and Federal funding opportunities to support affordable housing for special needs populations and continued coordinating with nonprofit housing developers regarding potential housing projects serving vulnerable populations.

Other 1 https://www.planlodi.com/c ode-amendments
247
Program 1.13: Accessory
Dwelling Unit (ADU)
Strategy
Objective: Promote development of ADUs, particularly in higher resource areas, and encourage ADU production for moderate- and lower-income households.

Target: 30 ADUs by 2027 and 70 by 2032.

Source: New Program
The City will implement a strategy to promote and incentivize ADU development, especially in low-density, higher resource areas. The strategy will include:
a. Host four educational workshops, campaigns, or outreach events by December 2030 to promote ADUs, with at least three focused on residents and developers in higher resource areas.
b. Engage at least four community or neighborhood organizations to help disseminate ADU materials, and hold at least two workshops with housing developers and/or real estate professionals by December 2024. c. Prepare a report evaluating strategies to support ADU affordability for moderate- and lower-income households. This may include promoting Housing Choice Voucher use, creating cost incentive programs, or developing a no-interest loan program in exchange for income restrictions.
d. Develop pre-approved ADU building plans and a user-friendly ADU guidebook to educate residents and streamline the permitting process. e. Submit the City's ADU ordinance to HCD for review in 2024. If found non- compliant, amend the Development Code within six months to meet State requirements.

These efforts aim to expand housing options citywide and increase access to affordable ADUs in high-opportunity neighborhoods.

For action a: every two
years (4 total); for action b:
every four years (2 total); for
action c: Prepare report by
January 2026 and present
to City Council for adoption
of a pilot program by August
2026; if adopted, implement
pilot program by January
2027; for action d: by 2026;
for action e: submit
ordinance with Adopted
Housing Element.
6th Cycle In Progress
The City's ADU program to date has been a success. In 2024, 14 ADUs were permitted for construction. While 14 was half of what was permitted in 2023 at 28 units, lack of funding for construction due to high interest rates and lack of new allocations from the State's CalHFA $40,000 ADU Grant, likely caused a reduction in permit applications.

In June 2023, the Community Development Department began making semi-regular presentations to the Lodi Board of Realtors concerning topics of interest, including ADUs. The most recent presentation to the Board of Realtors took place in February 2025.

Also in 2023, the City began working with consultants via the San Joaquin Valley REAP grant program to develop free pre-approved ADU plans and a guidebook to help educate residents and streamline the ADU process. The free ADU plans, guidebook, and handouts were published on the City's website and the City's social media channels in July 2024. The consultant also prepared updates to the City's ADU ordinance in 2024, however, some of those provisions are already outdated due to new 2025 ADU laws, and are being revised to bring forward for adoption with the City's Phase 3 Incremental Code Amendments, anticipated to be adopted by City Council early summer 2025.

Units 12 https://www.lodi.gov/1390/Accessory-
Dwelling-Units
Program 1.14: Single Room
Occupancy Housing Types
Objective: Remove constraints to SRO housing with a goal of developing 40 extremely low- and very low-income SRO units during the planning period.

The City will allow and encourage the development of single-room occupancy (SRO) housing in compliance with State law. To support this objective, the City will:
a. Engage with local developers to identify appropriate zones for SRO development.
b. Evaluate the Development Code to identify barriers and opportunities to incentivize SROs.
c. Adopt Development Code amendments to allow SROs by-right (without a conditional or discretionary permit) in identified zones. d. Establish objective development standards tailored to SRO housing that promote feasibility while maintaining neighborhood compatibility.

These actions are intended to support the creation of deeply affordable housing options for individuals with extremely low and very low incomes.

For actions a and b: 2024,
for actions c and d: 2025. 6th Cycle In Progress
In 2023, the City of Lodi applied for and was awarded grant funds from Health Plan of San Joaquin (HPSJ) for acquisition and renovation of a historic 3-story hotel at 22 South Main Street for Transitional and Supportive Housing. The 40-unit SRO project with manager's space, common areas, and commercial space, is anticipated to be completed in 2026. The City is in discussions concerning operation of the facility. No special entilements were required to develop the project.

Separately, the City's Housing Element Consultant Mintier Harnish, along with City Staff, are continuing work on drafting phased Development Code Amendments throughout the year.

Units 44
https://www.lodi.gov/1232/Homelessness-
Initiatives and
https://www.planlodi.com/code-amendments
248
Program 1.15: Zoning for
Emergency Shelters
Objective: Remove constraints to the development of emergency shelters, with a goal of encouraging capacity to meet the need identified in the annual Point-in-Time (PIT) Count.

Source: New Program
To comply with Government Code §65583(a)(4), as amended by AB 2339, the City will take the following actions:
a. In 2024, amend the Development Code to expand the definition of "emergency shelter" to include interim housing types such as navigation centers, bridge housing, and respite or recuperative care.
b. In 2024, adopt objective parking standards for emergency shelters that do not exceed what is required to accommodate on-site staff, and ensure consistency with parking requirements for comparable residential or commercial uses in the same zone.
c. In 2024, identify and evaluate candidate zones for by-right emergency shelter development in compliance with State law. Conduct a capacity analysis to confirm that selected zones can accommodate the number of beds needed to meet demand identified in the most recent PIT Count.
d. By 2026, adopt Development Code amendments to allow emergency shelters by right in at least one zone that allows residential uses, has proximity to transit and services, and offers sufficient land capacity to meet the identified need. The City will also adopt objective development standards to ensure feasibility and compliance.

These actions aim to expand emergency shelter options, remove regulatory barriers, and ensure the Cit
y can meet the housing needs of individuals
For actions a, b, and c:
2024, for actions d: by 2026. 6th Cycle In Progress https://www.lodi.gov/ 1232/Homelessness-Initiatives and https://www.planlodi.com/code-amendments Other 1 https://www.lodi.gov/1232/Homelessness-
Initiatives and
https://www.planlodi.com/code-amendments
Program 1.16: City-owned
Sites/Surplus Land Act
Objective: Facilitate development of 101 lower-income units on City-owned sites during the planning period.

Source: New Program
The City will comply with the Surplus Land Act (Gov. Code §54220 et seq.), including holding public hearings to designate City-owned properties as “surplus.” Sites identified in the Housing Element (Table 68) will be made available through the Surplus Land Act process over the next two years to support RHNA goals.

The City will assess each site to determine its suitability for affordable housing and will engage affordable housing developers to identify site constraints and recommend policy incentives. Findings will inform development strategies by 2026.

Planned timeline:
2026: Execute Exclusive Negotiating Agreements (ENAs)
2027–2028: Secure land use entitlements and development agreements 2029: Target building permit issuance
To implement this program, the City will:

Immediately engage affordable housing developers to explore opportunities and needed incentives
Evaluate City-owned sites within one year of Housing Element adoption to determine feasibility
By 2026, issue an RFP or initiate land sale for affordable housing development Various, see program
details. 6th Cycle In Progress
The City completed the Surplus Land Act process for one of the City-owned sites identified in the Housing Element, and was offered for affordable housing development consistent with Government Code §54220 et seq. However, the City did not receive any viable development proposals through the solicitation process. As a result, the property remains in the City’s inventory at this time.

The City will continue to explore opportunities to facilitate affordable housing development on City-owned sites and will re-engage affordable housing developers to better understand potential constraints and incentives needed to make the sites feasible.

The City remains committed to facilitating development of lower-income units on City-owned sites during the planning period and will adjust implementation strategies as needed to meet RHNA obligations.

Units None
249
Program 1.17: Large Sites
Objective: Facilitate the development of 460 lower-income units on RHNA-listed large sites.

Source: New Program
To support affordable housing on large sites (10+ acres) identified in the Housing Element sites inventory—including Sites 107 to 112—the City will implement the following actions:

By 2025, adopt incentives to encourage development on appropriately sized parcels (1–10 acres) within large RHNA sites. Incentives may include expedited approval of lot splits or parcel creation, as well as fee waivers, reductions, or deferrals.

Continue requiring land dedications for affordable housing as a condition of approval for residential subdivisions.

Immediately engage affordable housing developers upon receiving land dedications, with the goal of completing land transfers to developers within six months.

In 2027, conduct a mid-cycle review of development activity on large RHNA sites. If sites are found infeasible for development within the planning period, the City will identify and rezone alternative sites by 2029 to ensure RHNA compliance.

These actions aim to overcome the common challenges associated with large-site development by encouraging appropriate parcel sizes, streamlining approvals, and ensuring sites are actively pursued for lower-income housing production.

Adopt incentives by 2025;
complete mid-cycle
evaluation in 2027.
6th Cycle Continuous
The City has engaged with multiple residential developers regarding potential development of large RHNA sites, including annexation areas within the South Study Area. However, development has not advanced due to significant infrastructure requirements, including water, sewer, roadway, and utility extensions that will take several years to complete. Developers have indicated they are unwilling to front the cost of these improvements under current market conditions. Additional constraints include Woodbridge Fire Protection District buyout costs and Williamson Act withdrawal requirements associated with annexation. The City will continue working with developers to explore opportunities and will evaluate site feasibility during the required mid-cycle review in 2027.

Units None
Program 1.18: Ensure
Consistency with General
Plan
Objective: Maintain consistency throughout the planning period.

The City will conduct an annual review of the Housing Element, General Plan, and Development Code to identify and correct any inconsistencies among the documents. This ongoing evaluation will ensure alignment with State law, RHNA obli
gations, and local policy goals throughout the planning period.

Annually by April 1, adopt
changes: within 6 months of
identification of
inconsistencies.
6th Cycle Continuous The City's Housing Element Consultant Mintier Harnish, along with City Staff, are continuing work on drafting phased Development Code Amendments throughout the year. Other None Program 1.19: Non-Vacant
Sites
Objective: Facilitate development of 213 units (161 lower-, 47 moderate-, and 5 above moderate-income) on nonvacant sites during the planning period, including 75 units by 2028.

Source: New Program
The City will monitor development activity on nonvacant sites identified in the Housing Element as part of the RHNA sites inventory. A mid-term evaluation will be completed by 2027 to assess progress toward meeting housing targets on these sites.

If development trends fall short of expectations, the City will take corrective action, which may include:

Adopting additional incentives (e.g., fee reductions, expedited review, density bonuses) to facilitate development on nonvacant sites; or Revising RHNA strategies by identifying and rezoning alternative sites to ensure continued compliance.

This program ensures that identified nonvacant sites yield housing during the planning period and that the City remains on track to meet its RHNA obligations.

Complete mid-cycle
evaluation in 2027; adopt
incentives or revise RHNA
calculations in 2028.
6th Cycle In Progress The City will continue to evaluate progress towards RHNA, and will continue coordination with both developers and the Economic Development Department in attraction of developers to encourage housing development. Units None 250
Program 2.1: Assist the
Eastside Area with Housing
Rehabilitation and Code
Enforcement
Objective: Rehabilitate or improve 150 housing units during the planning period, including 50 extremely low/very low-, 50 low-, and 50 moderate-income units.

Source: Existing Program 2.2, revised
The City will continue to integrate community improvement (formerly code enforcement) with housing rehabilitation assistance, with a focus on the Eastside area. These efforts will be coordinated by the Neighborhood Services Manager (NSM) under the Community Development Department.

The NSM will:

Coordinate rehabilitation activities and work with code enforcement to identify eligible properties;
Promote the program through the Lodi Improvement Committee, Fairy Yard Mothers of Lodi, and other local partners;
Provide program information at the Community Development public counter and on the City’s website; and
Collaborate with community organizations to increase outreach and participation among residents and property owners in target neighborhoods.

This program aims to leverage both public and private investment to address code violations, preserve housing, and improve neighborhood conditions.

Current and ongoing, 2023-
2031; Promote/market
program annually, at
minimum.
6th Cycle Not Yet Started
The City continues to coordinate Community Improvement (formerly Code Enforcement) activities with housing rehabilitation outreach, focusing on the CDBG target area, including eastside neighborhoods. While the City currently does not have dedicated housing rehabilitation funding and federal and state grant opportunities have declined in recent years, staff continue to monitor funding opportunities and provide information to residents when programs become available. Community Improvement staff proactively address substandard housing conditions and coordinate with property owners to correct violations. Based on 2022–2023 case data, approximately 0.74 percent of housing units citywide and 1.5 percent of units in the eastern half of the city have been identified as substandard and in need of major repair or replacement. The City also maintains a full-time graffiti abatement position as part of its neighborhood improvement efforts.

Units None
Program 2.2: Implement
Property Maintenance and
Management Standards
Objective: Eliminate substandard building and property conditions.

Source: Existing Program 2.3
The City will continue enforcing private property maintenance standards outlined in Chapter 15.30 of the Lodi Municipal Code. These standards aim to:

Eliminate conditions that pose a threat to public health, safety, and welfare; Preserve neighborhood quality of life and address socioeconomic issues related to property deterioration; and
Protect property values and enhance the City’s overall appearance for the benefit of all residents.

Through proactive code enforcement and community outreach, the City will work to maintain safe clean and livable neighborhoods
Objective: Eliminate
substandard building and
property conditions.
[Source: Existing Program

2.3]
6th Cycle In Progress
The City continues to enforce private property maintenance standards in Chapter 15.30 of the Lodi Municipal Code through both complaint-driven and proactive code enforcement. In 2024, Community Improvement implemented a proactive inspection approach in addition to responding to complaints. Three Community Improvement Officers cover nine geographic areas of the city and rotate assignments periodically to strengthen neighborhood relationships and ensure consistent enforcement. The program has achieved a voluntary compliance rate of approximately 98 percent prior to citations being issued.

The City’s year-round Graffiti Abatement Program also helps reduce neighborhood blight, with tagged properties typically cleaned within 24–48 hours, particularly in higher-need areas. These efforts support neighborhood stabilization and help eliminate substandard property conditions throughout the community.

Other https://www.lodi.gov/1349/Enforcement-
Process
Program 2.3: Conduct a
Housing Condition Survey
Objective: Document housing conditions and establish priorities for future code enforcement, housing rehabilitation, and neighborhood improvement efforts.

Source: Existing Program 2.4
The City will conduct a housing conditions survey to evaluate progress in improving housing quality and to identify areas and housing types in need of targeted intervention. Findings will guide the prioritization of code enforcement, rehabilitation assistance, and neighborhood improvement programs.

This effort will be coordinated with the City’s updated Analysis of Impediments to Fair Housing Choice and 5-Year Consolidated Plan to ensure alignment with broader fair housing and community development goals.

Complete survey and report
to City Council by January
2025.
6th Cycle Continuous
The City continues to monitor housing conditions through Community Improvement (Code Enforcement) case data and neighborhood inspections. Recent data from 2022–2023 substandard housing cases indicates that approximately 0.74 percent of housing units citywide and 1.5 percent of units in the eastern half of the city are substandard and in need of major repair or replacement. This information helps staff prioritize proactive code enforcement, neighborhood improvement efforts, and outreach in higher-need areas. Housing condition information will also continue to inform updates to the City’s Consolidated Plan and fair housing planning efforts.

Other https://www.lodi.gov/1349/Enforcement-
Process
251
Program 2.4: Preserve
Affordable Rental Housing
Objective: Preserve affordable rental housing units.

Source: Existing Program 2.5
While no affordable units in Lodi are currently at risk of converting to market rate, the City will proactively plan for future preservation needs. If units become at risk, the City will coordinate with the Housing Authority, local nonprofits, and property owners to:

Discuss the owner’s intentions regarding continued participation in the Housing Choice Voucher (Section 8) Program;
Explore opportunities to preserve affordability, including nonprofit acquisition of the property if the owner intends to opt out or sell;
Facilitate access to State or Federal funding on behalf of interested nonprofits, if needed, to support preservation efforts; and
Ensure compliance with State and Federal tenant notification and procedural requirements by requesting documentation from the owner and confirming compliance with HUD, as applicable.

The City will not directly participate in property negotiations but will serve as a coordinator and funding partner to support the long-term affordability of rental housing
Implement this program as
necessary. 6th Cycle Not Yet Started
The City currently has no affordable housing developments at risk of converting to market-rate units. The City continues to monitor the status of regulated affordable housing and will coordinate with property owners, the Housing Authority of San Joaquin County, and nonprofit partners if any developments become at risk in the future. Through Community Development Block Grant (CDBG) funding, the City has supported rehabilitation improvements at Creekside Apartments, a senior affordable housing development owned by the Housing Authority of San Joaquin County, helping ensure the property remains well maintained and continues to serve lower-income residents.

Units None
Program 2.5: Target the
Eastside Area for Use of
Funds for Public
Improvements
Objective: Preserve and improve the Eastside area by rehabilitating five extremely low- and five very low-income units, completing one improvement project annually, and supporting public and private reinvestment.

Source: Existing Program 2.6, revised
The City will continue to target a portion of its annual CDBG funds for public improvements in the Eastside area to support housing rehabilitation and neighborhood revitalization. The General Plan designates this area for medium and high-density residential uses, creating opportunities for reinvestment and increased housing options.

Public improvements aim to stimulate private investment, preserve neighborhood character, and improve connections to downtown. The City will also continue including conditions in major development agreements to fund rehabilitation of units for extremely low- and very low-income households and supportive housing providers.

Under this program, the City will:
a. Allocate $55,000 in 2024 to support the Boys and Girls Club’s Sunshade Project, benefiting an estimated 414 youth annually.
b. Provide $32,773 by 2025 to implement graffiti abatement programs impacting up to 20,000 residents by improving safety and community pride. c. Invest $225,000 in 2023 to improve Hale Park access by replacing deteriorated fencing and resurfacing sport courts, benefiting 19,000 residents annually. d. Prioritize capital improvements in the Eastside, including parks and infrastructure to support mixed-income housing. Host at least three community workshops by January 2031 to guide investment and planning in neighborhoods identified in the Housing Element sites inventory.

These coordinated actions aim to preserve affordability, improve livability, and Apply for funding bi-
annually, at minimum;
annual CDBG allocation,
maintain zoning, 2023-2031;
action a.: 2024; action b.
2025; action c.: throughout
the planning period; action
d: three
workshops during the
planning period and
complete strategy by 2031.
6th Cycle In Progress
The City continues to direct Community Development Block Grant (CDBG) funds toward neighborhood improvements and services benefiting low- and moderate-income residents, including the Eastside area.

Recent investments include improvements at Hale Park to enhance recreational facilities and access, funding for graffiti abatement programs that improve neighborhood conditions citywide, and support for community facilities such as the Boys and Girls Club sunshade project serving local youth. Through the CDBG program, the City continues to prioritize public improvements, neighborhood stabilization, and community services that support reinvestment and improved living conditions in lower-income neighborhoods.

Other https://www.lodi.gov/183/Community-
Development-Block-Grant-Progra
252
Program 2.6: Replacement
Unit Program
Objective: Mitigate the loss of affordable housing units by requiring new developments to replace all affordable units lost due to redevelopment.

Source: New Program
The City will adopt and implement a replacement housing policy consistent with Government Code §65915(c)(3). This policy will apply to sites identified in the Housing Element sites inventory when new residential, mixed-use, or nonresidential development occurs and the site:

Currently contains residential uses or had residential uses within the past five years that have been vacated or demolished; and
Was subject to a recorded covenant, ordinance, or law that restricted rents to levels affordable to low- or very low-income households; or Was subject to rent or price control through lawful exercise of a public entity’s police powers; or
Was occupied by low- or very low-income households.

Replacement housing units will be required on a one-for-one basis to ensure no net loss of affordability. This policy is intended to preserve housing opportunities for lower-income residents and ensure that redevelopment does not displace vulnerable populations
Adopt policy in 2024. 6th Cycle Continuous
The City continues to implement State housing law requirements related to replacement housing. No development proposals during the reporting period involved the demolition or conversion of deed-restricted affordable units or units occupied by lower-income households that would trigger replacement housing requirements under Government Code §65915(c)(3). The City will continue to apply replacement housing requirements to applicable projects to ensure no net loss of affordability if redevelopment occurs on sites containing or previously containing lower-income housing units.

Units None
Program 3.1: Collect
Development Impact Fees
and Enforce Improvement
Requirements
Objective: Reduce impact fees for multifamily projects based on actual project densities and complete four off-site public facility or service improvements in the Eastside area.

Source: Existing Program 3.1
The City will continue collecting a unified development impact fee to fund off-site public facilities and services needed to support residential growth, while requiring developers to provide on-site infrastructure for their projects.

To support housing affordability and feasibility, the City will:

Ensure impact fees for multifamily projects are calculated based on actual project densities and the level of service needed;
Require payment of all applicable school impact fees prior to building permit issuance;
Annually review impact fee structures to confirm they reflect actual service costs and do not create undue constraints to housing development; and Complete at least four off-site public facility or service improvement projects in the Eastside area during the planning period to support neighborhood revitalization and housing goals
Annually review fees 6th Cycle Continuous
The City continues to administer its unified development impact fee program to fund off-site public facilities and services needed to support residential growth, while requiring developers to construct on-site infrastructure for their projects. Impact fees for multifamily developments are calculated based on actual project densities, and all applicable school impact fees are required prior to building permit issuance. The City periodically reviews its fee structures to ensure they reflect current service costs and do not create undue constraints to housing development. In addition, the City continues to prioritize public facility and infrastructure improvements in the Eastside area through capital improvement projects and CDBG-funded neighborhood investments that support revitalization and housing opportunities.

Other None
Program 3.2: Ensure
Adequate Public Services
for Residential Development
Objective: Provide public facilities and services that meet minimum City standards.

Source: Existing Program 3.2
The City will continue implementing its Growth Management Allocation Ordinance to ensure that the rate of residential development aligns with the City’s and other service providers’ capacity to maintain adequate public facilities and services communitywide.

Each year, during the housing unit allocation process, the City will coordinate with relevant public facility and service providers to confirm their ability to accommodate the projected increase in housing units.

In accordance with State law, the City will also establish clear procedures to prioritize water and sewer service access for developments that include units affordable to lower-income households.

Annually during housing
allocation process, 2023-
2031; priority access to
water and sewer:
implement immediately;
establish procedure in 2024.
6th Cycle Continuous
The City continues to implement its Growth Management Allocation Ordinance to ensure residential development occurs at a pace consistent with the capacity of public facilities and service providers. Through the annual housing unit allocation process, the City coordinates with utilities and service providers to confirm adequate capacity for water, sewer, transportation, and other public services needed to support projected housing growth. In 2025, no housing allocation applications were submitted due to broader market conditions that slowed residential development activity. The City will continue to administer the allocation process and comply with State law by prioritizing water and sewer service availability for developments that include units affordable to lower-income households.

Other None
Program 3.3: Use of CDBG
Funds
Objective: Upgrade public facilities and services in older neighborhoods.

Source: Existing Program 3.3
The City will continue to use Community Development Block Grant (CDBG) funds to improve public facilities and services in older neighborhoods, with a focus on supporting housing rehabilitation and neighborhood revitalization efforts.

Implementation of this program is coordinated with Program 2.6, which prioritizes investment in the Eastside area.

See Program 2.6 6th Cycle Continuous
The City continues to use Community Development Block Grant (CDBG) funds to upgrade public facilities and services in older neighborhoods, consistent with the objectives of this program and the Eastside investment priorities described in Program 2.6. In the upcoming 2025–2026 program year, the City anticipates funding one public facility improvement project and several community-based organization facility projects that serve low- and moderate-income residents. These investments support neighborhood revitalization and improved community services in older areas of the city.

Other https://www.lodi.gov/183/Community-
Development-Block-Grant-Progra
253
Program 3.4: Support
Transit Facilities and Transit-
Oriented Development
Objective: Increase housing opportunities near transit and encourage alternatives to private vehicle use. All income groups will be targeted for transit-oriented development (TOD), with priority given to extremely low- and very low-income households that depend on transit.

Source: Existing Program 3.5, revised
To support TOD and coordinate public transit availability as the city grows, the City will:
a. Ensure continued construction of transit facilities and support adequate transit service to reduce living costs, using funding from traffic impact fees, state/federal sources, and Measure K sales tax revenues.
b. Promote mixed-use development opportunities by maintaining a dedicated webpage, distributing an information bulletin to property owners in mixed-use zones, and engaging developers and local business organizations. At least one outreach meeting will be held to explain the benefits of mixed-use zoning. c. Adopt a Downtown Specific Plan that encourages high-density residential and mixed-use development near transit, supporting a walkable, vibrant downtown. d. As part of the Downtown Specific Plan, update and modernize the City’s 12-year- old Transit-Oriented Development (TOD) Design Guidelines. This update will analyze the highest and best use of sites through a balanced approach to commercial and residential infill, advancing TOD objectives.

Through the Specific Plan and updated TOD Guidelines, the City will create a framework for infill housing and public improvements—such as streetscape upgrades and open space—that foster transit accessibility and compact urban development.

For Action a., annually, prior
to the adoption of a City
budget, 2023-2031; for
Action b., within one
year of adoption of this
Housing Element; for
Actions c. and d., within two
years of adoption of
this Housing Element.
6th Cycle In Progress
The City is nearing completion of the Downtown Specific Plan, which promotes higher-density residential and mixed-use development in proximity to transit and supports a walkable downtown environment. As part of broader regional transit planning efforts, the City of Lodi and the San Joaquin Council of Governments (SJCOG), in partnership with the San Joaquin Joint Powers Authority (SJJPA) and the San Joaquin Regional Rail Commission (SJRRC), secured $450,000 in planning funds to evaluate options for effectively connecting a future Valley Rail station located outside the city in San Joaquin County with the existing downtown Lodi train station. These efforts support long-term transit-oriented development and improved regional transit connectivity.

Other https://www.planlodi.com/downtown-specific-
plan
Program 4.1: Promote Fair
Housing Services
Objective: Promote fair housing, support landlord-tenant mediation, increase participation of historically underrepresented residents in housing programs, and strengthen collaboration with diverse community stakeholders.

Source: Existing Program 4.1, revised
The City will continue implementing its Affirmatively Furthering Fair Housing Program to ensure compliance with state and federal fair housing laws. Key activities include:

Providing information on fair housing rights at the Community Development counter, public facilities (e.g., Library, LOEL Senior Center), and through the City’s website;
Offering referrals to appropriate County, State, and Federal agencies for investigation of complaints;
Supporting San Joaquin Fair Housing (SJFH), which provides landlord-tenant mediation and education services;
Partnering with SJFH to host at least one annual fair housing outreach event.

To expand outreach and participation, the City will also:
a. Update its website biannually with fair housing rights, responsibilities for landlords/lenders, and upcoming workshops/events.
b. Distribute fair housing materials via social media, public outreach campaigns, and through local partners like the Access Center and LOEL Senior Center. c. Host annual seminars for at least 20 real estate agents/lenders and 20 property owners to educate them on fair housing laws.
d. Review and improve outreach methods annually using feedback from resident surveys and community organizations. Conduct at least one citywide resident Current and ongoing,
2023–2031; annual
community events for
display of fair housing
information targeting the
Eastside area; publish fair
housing links on the City’s
website; for action
a.: every two years
beginning in 2025; for action
b: annually; for action c:
annually; for action d: in
2024, 2027, and 2030.
6th Cycle In Progress
The City continues to implement its Affirmatively Furthering Fair Housing program and provide fair housing information and referral services to residents. In 2024, the City completed its Analysis of Impediments to Fair Housing Choice, which was accepted by the U.S. Department of Housing and Urban Development’s Office of Fair Housing and Equal Opportunity.

The City also continues to support San Joaquin Fair Housing (SJFH), which provides education, counseling, and landlord-tenant mediation services to residents throughout San Joaquin County, including Lodi. These services help resolve tenant-landlord disputes, educate both tenants and property owners about their rights and responsibilities, and promote compliance with fair housing laws. Through these efforts, the City works with regional partners to prevent housing discrimination and promote fair housing opportunities regardless of protected characteristics such as disability, race, ethnicity, religion, national origin, sex, familial status, source of income, sexual orientation, gender identity, and other protected classes.

Other
https://www.lodi.gov/180/Neighborhood-
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254
Program 4.2: Regulate
Condominium Conversion
Objective: Minimize displacement of very low-, low-, and moderate-income households and ensure the safety and habitability of converted units.

Source: Existing Program 4.2, revised to include “first right of refusal” The City will continue regulating the conversion of rental housing to condominiums or stock cooperative ownership in accordance with Title 15 of the Lodi Municipal Code, with the goal of minimizing displacement and protecting tenants. These regulations ensure:

Conversion projects are consistent with the Housing Element and State law; Converted units meet applicable safety, quality, and appearance standards; Prospective buyers are fully informed of the building’s physical condition; Tenants receive proper notice, relocation benefits, and the first right of refusal to purchase their units; and
The City preserves its supply of affordable housing.

These protections aim to balance homeownership opportunities with housing stability for lower-income renters
Ongoing, 2023-2031 and as
conversions come forward. 6th Cycle Continuous
The City continues to regulate the conversion of rental housing to condominiums or stock cooperative ownership in accordance with Title 15 of the Lodi Municipal Code to protect tenants and preserve the City’s supply of affordable housing. These regulations require tenant notification, relocation assistance, and a first right of refusal for tenants to purchase their units, while ensuring converted units meet applicable safety and quality standards. No rental housing conversion applications were submitted or approved during the reporting period.

Other
https://library.municode.com/ca/lodi/codes/co
de_of_ordinances?nodeId=TIT15BUCO_CH

15.32COHOPRCO
Program 4.3: Pursue
Regional Solutions to
Homeless Needs
Objective: Provide regional solutions to homelessness by supporting nonprofits and County partners, expanding Access Center capacity by 200 beds, and creating transitional/supportive housing.

Source: Existing Program 4.3, revised
The City will continue supporting regional efforts to end homelessness through partnerships, funding, and active participation in planning initiatives. Key actions include:

Collaborating with the Salvation Army to fund and expand the Access Center, which offers shelter, meals, hygiene services, and wraparound support. The City will work to expand its shelter capacity by 200 beds during the planning period.

Continuing to fund a dedicated homeless liaison staff position to coordinate local responses and connect individuals to services.

Participating in the San Joaquin County Committee on Homelessness and supporting implementation of the San Joaquin County Homelessness Strategic Plan.

Maintaining representation on the San Joaquin Continuum of Care (SJCoC), including its Shelter Committee and Strategic Planning Committee.

Acquiring and rehabilitating a former SRO on Main Street to create 40 transitional and supportive housing units, with case management services to help residents transition to permanent housing and self-sufficiency.

These coordinated actions aim to provide a comprehensive, regional approach to homelessness, expanding housing options and services for those most in need.

Current and ongoing, 2023-
2031; review applications by
nonprofit organizations for
use of City’s
share of CDBG funds
annually, participate in
Committee on
Homelessness meetings
monthly;
secure funding to support
expansion of the Access
Center in 2023 with a goal
of completing
expansion in 2024.
6th Cycle Continuous
The City continues to support regional efforts to address homelessness through partnerships, planning coordination, and facility development. The City participates in the Lodi Committee on Homelessness, a citywide and regional group established in 2015 that meets monthly to coordinate local and regional responses.

The City also adopted the San Joaquin County Homelessness Strategic Plan in November 2020, which continues to guide efforts to address homelessness and expand housing and services for unsheltered individuals.

In October 2021, the City Council approved acquisition of a site for development of the Access Center and Emergency Shelter. In July 2022, the City opened a temporary emergency shelter with capacity for up to 49 individuals experiencing homelessness and providing services such as housing navigation, income advocacy, behavioral health services, and job readiness assistance. Construction of the permanent Access Center is currently underway.

In addition, the City acquired a former SRO hotel and is nearing completion of rehabilitation to convert the building into 40 units of transitional housing with supportive services to assist residents in transitioning to permanent housing and self-sufficiency. These efforts are coordinated with nonprofit partners, the County, and the regional Continuum of Care to expand shelter capacity and supportive housing opportunities.

Other https://www.lodi.gov/180/Neighborhood-
Services-Division
255
Program 4.4: Educate the
Public About Affordable
Housing
Objective: Provide information to the community about the benefits of affordable housing.

Source: Existing Program 4.4, revised
Public perception often associates affordable housing with negative impacts, such as reduced property values or increased crime. In reality, affordable housing supports essential workers—such as teachers, police officers, firefighters, and service employees—by allowing them to live in the communities they serve.

To address misconceptions and promote understanding, the City will:

Maintain information on the City’s website highlighting local workforce wages and the housing costs those earners can afford, illustrating the community’s need for affordable housing; and
Conduct an annual public workshop in coordination with the rollout of the Annual Action Plan, addressing common myths and the community benefits of affordable housing. The event will be publicized to neighborhood groups, homeowners’ associations, community organizations, religious institutions, and other local stakeholders.

This program aims to build community support for affordable housing through education and outreach.

Continue to provide a
newsletter and conduct at
least eight workshops
during the Housing
Element planning period.
6th Cycle In Progress
The City continues to provide information to the community regarding the need for and benefits of affordable housing through its housing and community development planning efforts. The City’s Housing Element, Annual Action Plan, and 5-Year Consolidated Plan include information on local housing needs, workforce housing affordability, and strategies to expand affordable housing opportunities. These documents are available to the public on the City’s website.

The Lodi Improvement Committee also conducts annual workshops with residents as part of the Annual Action Plan development process, providing an opportunity for community members to learn about housing programs and provide input on funding priorities. As the City works to facilitate additional affordable housing opportunities, staff will continue engaging with residents and stakeholders to provide information and promote understanding of the benefits of affordable housing.

Meetings 1
https://www.lodi.gov/183/Community-
Development-Block-Grant-Progra
https://www.planlodi.com/housing-element
Program 4.5: Incentivize
Affordable Housing
Development
Objective: Facilitate the development of affordable housing and incentivize the production of 200 very low- and 200 low-income units during the planning period.

Source: Existing Program 4.5, revised
The City will implement an Affordable Housing Incentives Program to support private and nonprofit developers in producing affordable housing. The program will offer streamlined review, regulatory and financial incentives, and proactive outreach, including:

Streamlined Permitting: Apply expedited review processes in accordance with State laws such as SB 35 and SB 330 for eligible affordable housing projects.

Regulatory Incentives: Provide enhanced density and floor area ratio (FAR) allowances, and where feasible, offer fee waivers, reductions, deferrals, or additional development standard concessions beyond those granted under State density bonus law.

Priority Processing: Expedite permit processing for projects with at least 20% affordable units.

Public Information: Provide clear, accessible information on incentives and funding opportunities at the Community Development public counter and on the City’s website. Share updates with developers annually.

In addition, Program 1.2 exempts affordable units from the Growth Management Allocation process, reducing permitting time and cost.

As described in Program 1.5, the City will hold annual meetings with nonprofit and for-profit affordable housing developers and agencies to coordinate funding strategies, supportive services, and priorities for the next 12–24 months.

Within one year of adoption
of the Housing Element 6th Cycle In Progress
The City continues to implement its Affordable Housing Incentives Program to support the development of housing affordable to very low- and low-income households. The City applies streamlined permitting processes consistent with State law, including SB 35 and SB 330 where applicable, and provides priority processing for projects that include affordable units. Affordable units are also exempt from the City’s Growth Management Allocation process, reducing permitting time and cost.

The City provides information on available incentives, funding opportunities, and development requirements at the Community Development public counter and on the City’s website, and continues to coordinate with nonprofit and for-profit affordable housing developers regarding potential projects and funding strategies.

Through these efforts, the City seeks to remove regulatory barriers and encourage the production of affordable housing units during the planning period.

Other 1 https://www.lodi.gov/169/Community-
Development
256
Program 4.6: Facilitate the
Development of Project-
Based Housing Choice
Voucher (formerly
Section 8) Units
Objective: Increase affordable and senior housing through new funding sources and coordination with local property owners, with a goal of creating 20 senior units, 20 units for residents with disabilities, and 40 lower-income units.

Source: Existing Program 4.6, revised
The City will work with nonprofit housing developers to secure project-based Housing Choice Vouchers and other funding to expand affordable housing opportunities for lower-income households, seniors, and residents with disabilities.

To preserve and expand the existing affordable housing stock, the City will:

Collaborate with nonprofit organizations and affordable housing providers to create an inventory of small, older multifamily rental properties that may be suitable for acquisition, rehabilitation, and long-term affordability through deed restrictions.

Pursue State, Federal, and local funding to support the acquisition and/or rehabilitation of at least two small rental properties during the planning period.

These efforts aim to increase the supply of affordable housing for vulnerable populations and preserve naturally occurring affordable housing in Lodi’s existing neighborhoods.

Hold a meeting and work
with local nonprofits to
secure project-based
Housing Choice Voucher
funding within a year and a
half of adoption of this
Housing Element and again
by 2028; create
inventory of small older
multifamily rental properties
by 2026; obtain funding to
assist in the
acquisition of two properties
by the end of the planning
period.
6th Cycle In Progress
The City continues to collaborate with nonprofit housing providers to expand affordable housing opportunities and secure project-based or tenant-based Housing Choice Vouchers. The City is currently working with the Housing Authority of the County of San Joaquin (HACSJ) on a proposed 108-unit affordable housing development adjacent to Salas Park, which is anticipated to primarily serve seniors and veterans. The City has contributed the land for the project as an equity investment and is supporting the project through the entitlement process and efforts to secure State and Federal funding.

The City will continue pursuing opportunities to partner with nonprofit developers and housing agencies, including coordination on grant applications and funding opportunities to support affordable housing development and preservation efforts.

Units 108 https://hacsj.org/development/salas-park/
Program 4.7: Affirmatively
Furthering Fair Housing
Objective: Promote equity and address disparities in housing and access to opportunity in compliance with State and Federal fair housing laws.

Source: New Program
The City will advance fair housing in accordance with the California Fair Employment and Housing Act, Gov. Code §§65008, 65583, 8899.50, and other laws. It will fund fair housing services and partner with San Joaquin Fair Housing (SJFH) and community organizations to prevent discrimination and increase access.

Key actions include:

Provide $100,000 to SJFH (incl. $18,000 in 2023–24) for testing, complaint investigations, mediation, and outreach, reaching 1,000 households annually.

Coordinate with SJFH to track and report annual complaint data.

Contract with SJFH to assist 50 tenants/year in addressing fair housing violations.

Annually review fair housing efforts through CDBG planning and funding analysis.

Provide $25,000 in 2023–24 to Community Partnership for Families for gang prevention and wraparound services, aiding 600 individuals and 30 at-risk youth.

Allocate $125,000 in 2024 for Creekside South Apartments rehab, benefiting 40 senior households.

Provide $50,000 during the planning period (incl. $10,000 in 2024) to Second Harvest Food Bank, serving 3,500 low-income residents.

Provide $50,000 (incl. $20,000 in 2024) to Hope Harbor Shelter, serving 465 See individual actions. 6th Cycle Continuous
The City continues to advance fair housing and equity through partnerships, funding, and program implementation consistent with State and Federal fair housing laws. The City provides funding support to San Joaquin Fair Housing (SJFH) to conduct fair housing testing, complaint investigation, mediation, and outreach services. SJFH assists tenants and landlords in resolving disputes, provides education on fair housing rights and responsibilities, and helps address potential housing discrimination.

Through its Community Development Block Grant (CDBG) program, the City also funds community-based organizations that provide services supporting housing stability and access to opportunity for low-income and vulnerable populations. Recent funding allocations have supported rehabilitation improvements at Creekside South Apartments for senior households and services provided by organizations such as Second Harvest Food Bank, Hope Harbor Shelter, LOEL Senior Center, Community Partnership for Families, and PREVAIL.

These coordinated efforts help reduce disparities in housing access and support vulnerable residents while promoting fair housing throughout the community.

Other 1 https://www.lodi.gov/183/Community-
Development-Block-Grant-Progra
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Program 4.8: Place-based
Strategies
Objectives:
(a) Develop a long-term community development or program priority strategy for the Eastside by 2031
(b) Prioritize services in neighborhoods with higher concentrations of low-income and minority residents
(c) Prepare a transit needs study to improve access to regional job centers (d) Implement four projects and eight events in East Lodi and eastern parts of North and South Lodi during the planning period
Source: New Program
The City will enhance place-based strategies to support community revitalization, particularly in the Eastside area, through the following actions:
a. Coordinate with public health agencies (e.g., Adventist Health Lodi Memorial), Lodi GrapeLine, Lodi Unified School District, workforce agencies, and the Lodi Police Department to develop a comprehensive community development or program priority strategy for the Eastside by January 2031. This strategy will focus on public health, education, safety, and economic development. b. By 2027, identify and compile contact information (mailing/email addresses) for residents in neighborhoods with high concentrations of low-income and minority households to prioritize outreach and service delivery in these areas. c. Prepare a Transit Needs Study focusing on the commuting needs of low-income residents. Identify and pursue improvements to connect Lodi with major job centers in Stockton, Sacramento, and the Bay Area, in partnership with Lodi GrapeLine and other regional transit providers.

For action a: by 2031; for
action b: by 2027; for action
c: prepare transit needs
study in 2024 and
identify potential actions by
2025; for action d: complete
projects every two years
and hold
events annually.
6th Cycle In Progress
In 2024, the City adopted an Environmental Justice Element as part of the 6th Cycle Housing Element update.

The Environmental Justice Element establishes policies and programs aimed at addressing disparities in environmental conditions and access to opportunity in disadvantaged communities. The element recognizes that historically underserved neighborhoods—often with higher concentrations of low-income and minority residents—have disproportionately experienced environmental burdens and limited access to services and resources.

Through the Environmental Justice Element and related planning efforts, the City is working to improve community health, expand economic opportunities, and increase meaningful community participation in planning decisions. These policies support targeted investment, improved outreach, and coordination with public agencies and community partners to address environmental justice concerns and enhance quality of life in historically underserved areas, including East Lodi.

Other 1 https://www.planlodi.com/general-plan-1
Program 4.9: Encourage
Development of Farmworker
Housing
Objective: Encourage the development of 50 affordable housing units for farmworkers.

Source: New Program
In coordination with Program 1.5, the City will take proactive steps to encourage and facilitate the development of housing for both permanent and migrant farmworkers. These efforts will focus on funding support, site identification, and ensuring zoning and development standards accommodate a range of farmworker housing types.

To achieve this, the City will:

Contact nonprofit developers at least every other year to explore opportunities for farmworker housing development or rehabilitation.

Coordinate annually with organizations that represent or serve farmworkers, and participate in regional partnerships—including nonprofits, academic institutions, and agricultural employers—to raise awareness, share best practices, and identify new resources.

Maintain an inventory of suitable sites and ensure zoning and development standards support diverse farmworker housing options.

Provide incentives beyond State density bonus law, such as set-asides for farmworker units within larger developments, expedited entitlements, tailored zoning provisions, and letters of support for funding applications.

Target code enforcement and rehabilitation resources to existing housing likely occupied by farmworkers, focusing on health and safety improvements in coordination with regional partners.

Annually; adopt incentives
by 2026. 6th Cycle Continuous
The City continues to pursue funding opportunities and partnerships that support the development and preservation of affordable housing, including housing that may serve farmworker households. Through its Community Development Block Grant (CDBG) program, the City conducts an annual community needs assessment and solicits applications from nonprofit organizations and housing providers for affordable housing development and housing-related support services.

City staff maintains regular coordination with regional partners, including the Housing Authority of the County of San Joaquin and other affordable housing developers, to discuss potential projects and funding opportunities.

In 2023–2024, the City partnered with the Housing Authority of the County of San Joaquin by contributing land as an equity investment for a proposed affordable senior housing development with veteran preference. Staff also participates in the Lodi Committee on Homelessness, which includes housing and service providers that collaborate on funding opportunities and housing initiatives for low-income households.

The City has also secured State funding, including LEAP, REAP, and HHIP grants, to support housing-related planning activities, development of the Access Center homeless resource facility, and acquisition and rehabilitation of a hotel to create more than 40 units of transitional housing anticipated to be occupied in 2025.

Through these efforts and ongoing coordination with nonprofit partners, the City continues working to expand housing opportunities for lower-income residents, including those employed in the agricultural sector.

Other 1 https://www.lodi.gov/183/Community-
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Program 4.10: Anti-
Displacement Strategy
Objective: Complete targeted engagement in 2024–2025; adopt an Anti- Displacement Strategy in 2026; encourage development of 100 lower-income units beyond RHNA, with 75% targeted for seniors, residents with disabilities, and farmworkers.

Source: New Program
To address displacement pressures from rising housing costs and income inequality—particularly in the Eastside area—the City will adopt a comprehensive Anti-Displacement Strategy by 2026. The strategy will focus on housing production, preservation, and tenant protections to prevent displacement of lower-income households.

Key actions include:

Production:

Increase multifamily and mixed-use opportunities beyond RHNA needs.

Permit duplexes, triplexes, and multiple JADUs in lower-density, high-resource areas.

Consider adoption of an inclusionary housing ordinance.

Preservation:

Partner with the Housing Authority to preserve at-risk affordable units.

Designate a code enforcement specialist to assist owners of lower-income properties.

Seek funding to rehabilitate substandard multifamily housing.

Annually; adopt incentives
by 2026. 6th Cycle Continuous
The City has taken several steps to better understand and address displacement pressures in Lodi. The City participated in the San Joaquin Council of Governments (SJCOG) Community, Diversity, and Displacement Study, which identified areas of increasing gentrification risk, particularly in East Lodi near the downtown core.

The resulting Housing Policy Toolkit provides strategies for increasing housing production and preserving existing affordable housing.

Consistent with these findings, the City is incorporating strategies to support housing production and neighborhood stability through ongoing planning efforts. The Downtown Specific Plan, currently in progress, and the General Plan EIR update include expansion of the Downtown Mixed Use (DMU) zoning designation and rezoning of vacant infill sites—particularly east of downtown—to encourage higher-density residential and mixed-use development. In addition, the City has made pre-approved ADU plans available to residents, helping homeowners—particularly in Eastside neighborhoods—construct ADUs that support multigenerational living or provide rental income. These efforts will inform development of a broader Anti-Displacement Strategy anticipated for adoption by 2026.

Other 1 https://www.sjcog.org/580/Community-
Diversity-and-Displacement-Stu
Program 5.1: Promote
Energy Efficiency and
Weatherization
Improvements for Older
Homes
Objective: Increase energy efficiency in older homes, with a goal of providing rebates to qualified households for energy conservation and weatherization improvements.

Source: Existing Program 5.1, revised
The City will continue to promote energy conservation and weatherization upgrades through the Lodi Housing Rehabilitation Program, launched in 2020. Energy efficiency improvements will remain eligible for funding under the program to help reduce utility costs and improve housing conditions, particularly for lower-income households.

The City will distribute information on available local, nonprofit, and utility- sponsored energy conservation and weatherization programs through:

The City’s website and social media channels
The Community Development Department public counter
The Lodi Public Library, LOEL Senior Center, and other public facilities Additionally, the City’s Conservation Element supports expanded energy conservation efforts for existing private homes and public buildings. These efforts will increase access to efficiency improvements, reduce greenhouse gas emissions and support long term housing sustainability
Current and ongoing, 2023-
2031; advertising
campaigns twice annually.
6th Cycle Continuous
The City continues to promote energy conservation and weatherization improvements for residents, including those living in older homes. Lodi Electric Utility offers a range of residential energy conservation rebate programs, including incentives for energy-efficient appliances, HVAC systems, insulation, and other efficiency upgrades. Information about these programs is available through the City’s website, which provides a direct link to the Lodi Electric Utility residential rebates webpage.

The City also distributes information about available energy conservation and weatherization programs through the Community Development public counter and other public facilities. These efforts help residents reduce utility costs, improve housing conditions, and support broader energy conservation and sustainability goals.

Other 1 https://www.lodi.gov/909/Residential-
Rebates
259
Program 5.2: Energy
Conservation for New
Homes
Objective: Increase energy efficiency in the design and construction of new homes.

Source: Existing Program 5.2
The City will continue to enforce State energy conservation standards, including Title 24 of the California Code of Regulations, for all new residential construction.

In addition to meeting these requirements, the City will encourage developers to incorporate additional energy-efficient design features and green building practices that exceed minimum standards. These may include advanced insulation, solar readiness, passive design strategies, and high-efficiency appliances.

The Community Design and Livability Element further supports sustainable design and construction through policies promoting green building techniques that improve long-term energy performance and environmental quality in new residential developments.

Current and ongoing, 2023-
2031, as part of review of
planning and building permit
applications.
6th Cycle Continuous
The City continues to enforce State energy conservation requirements, including Title 24 of the California Code of Regulations, for all new residential construction through the building permit review and inspection process.

Compliance with these standards ensures that new homes incorporate energy-efficient design and construction practices intended to reduce energy consumption and improve long-term building performance.

The City also encourages developers to incorporate additional energy-efficient and sustainable design features where feasible.

Other 1 https://library.municode.com/ca/lodi/codes/co
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AGENDA ITEM F.2

COUNCIL COMMUNICATION
AGENDA TITLE:

Public Hearing to Consider Resolution Adopting Pre-Approved, Proposition 218 Consumer Price Index-Based Annual Adjustment to Rates for Solid Waste Collection (PW) MEETING DATE:

March 18, 2026
PREPARED BY:

Interim Public Works Director
RECOMMENDED ACTION:

Public Hearing to Consider Resolution Adopting Pre-Approved, Proposition 218 Consumer Price Index-Based Annual Adjustment to Rates for Solid Waste Collection.

BACKGROUND INFORMATION:

The franchise agreement with Central Valley Waste Services (doing business as WM) allows rates for solid waste collection to be adjusted annually, on April 1st. Sections 10b and 10d of the franchise agreement allows Central Valley Waste Services the option to adjust rates equal to 80 percent of the annual change in the Consumer Price Index (CPI) for all Urban Consumers for San Francisco-Oakland-Hayward, California Area, plus an additional adjustment for unexpected increases impacting the cost of services, such as increases government taxes or fees, landfill fees, fuel and energy costs, or changes in applicable laws.

Central Valley Waste Services is requesting to increase rates by 1.742 percent. This proposed increase is based on 80 percent of the CPI change, which was 2.178 percent.

For most residential customers, the rate increase will be $0.08 to $0.12 per month. The effective date of the proposed rates is April 1, 2026. The complete schedule of proposed rate changes is shown in Exhibit A.

FISCAL IMPACT:

Franchise and billing fees paid to the City will increase by approximately $7,200 annually.

FUNDING AVAILABLE:

Not Applicable.

City of Lodi Printed on 3/12/2026Page 1 of 1
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EXHIBIT "A"

CITY OF LODI

MULTI-CART CURBSIDE REFUSE RATES
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
Services Offered
Current
Monthly
Rate
New
Monthly
Rate

1. 35 GALLON REFUSE CART 1X PER WEEK**
1 Refuse Cart $39.36 $39.44
2 Refuse Carts $95.73 $95.91
3 Refuse Carts $152.11 $152.39
4 Refuse Carts $208.54 $208.92

2. 64 GALLON REFUSE CART 1X PER WEEK**
1 Refuse Cart $56.57 $56.68
2 Refuse Carts $138.64 $138.90
3 Refuse Carts $220.70 $221.10

3. 96 GALLON WASTE CART 1X PER WEEK**
1 Refuse Cart $62.93 $63.05
2 Refuse Carts $125.86 $126.09
3 Refuse Carts $188.80 $189.15

4. DUPLEX AND MULTI-FAMILY, AND MOBILE HOMES
Monthly rate is reduced one (1) dollar from above base rate -$1.00 -$1.00

7. ADDITIONAL 64 GALLON RECYCLING CARTS
Second and Third Recycling Cart $0.00 $0.00
Fourth and Each Additional Cart $18.42 $18.45

8. ADDITIONAL 96 GALLON YARD AND GARDEN CARTS
Second and Third Yard and Garden Cart $0.00 $0.00
Fourth and Each Additional Yard and Garden Cart $18.42 $18.45

9. BACK YARD SERVICE****
Monthly service charge $18.87 $18.91
Qualified Disabled $0.00 $0.00
Notes:
**Eligible for 10% City Utility Discount Program
****Applies to Single Family Dwellings Only
262
EXHIBIT "A"

CITY OF LODI

COMMERCIAL
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
WEEKLY SERVICE - ONE (1) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1 $178.39 $331.86 $760.38 $1,372.31 $2,167.61 $3,146.22 2 $283.43 $517.08 $1,080.75 $1,864.52 $2,868.31 $4,092.13 3 $388.40 $702.22 $1,401.06 $2,356.67 $3,568.98 $5,037.98 4 $493.42 $887.38 $1,721.44 $2,848.85 $4,269.68 $5,983.93 5 $598.46 $1,072.56 $2,041.77 $3,341.07 $4,970.44 $6,929.73 6 $703.49 $1,257.74 $2,362.09 $3,833.28 $5,671.04 $7,875.63 7 $808.52 $1,442.97 $2,682.43 $4,325.43 $6,371.73 $8,821.50 8 $913.53 $1,628.07 $3,002.83 $4,817.55 $7,072.43 $9,767.42 9 $1,018.51 $1,813.35 $3,323.16 $5,309.78 $7,773.16 $10,713.28 10 $1,123.61 $1,998.50 $3,643.46 $5,801.96 $8,473.80 $11,659.09 WEEKLY SERVICE - TWO (2) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1 $259.95 $489.88 $1,013.73 $1,733.46 $2,649.11 $3,760.62 2 $441.37 $823.11 $1,557.30 $2,526.66 $3,731.06 $5,170.60 3 $622.90 $1,156.27 $2,100.99 $3,319.91 $4,813.05 $6,580.53 4 $804.41 $1,489.53 $2,644.59 $4,113.13 $5,895.17 $7,990.51 5 $985.92 $1,822.56 $3,188.18 $4,906.34 $6,977.11 $9,400.47 6 $1,167.45 $2,155.78 $3,731.71 $5,699.61 $8,059.13 $10,810.48 7 $1,348.99 $2,488.99 $4,275.41 $6,492.79 $9,141.10 $12,220.36 8 $1,530.44 $2,822.17 $4,819.01 $7,286.01 $10,223.12 $13,630.42 9 $1,712.00 $3,155.36 $5,362.61 $8,079.24 $11,303.90 $15,040.34 10 $1,893.49 $3,488.48 $5,906.25 $8,872.44 $12,389.00 $16,450.31 WEEKLY SERVICE - THREE (3) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1 $330.87 $627.00 $1,216.85 $2,002.54 $2,984.21 $4,161.80 2 $583.38 $1,097.15 $1,963.48 $3,064.87 $4,401.37 $5,972.96 3 $835.93 $1,567.40 $2,710.21 $4,127.24 $5,818.52 $7,784.08 4 $1,088.41 $2,037.61 $3,456.89 $5,189.55 $7,235.69 $9,595.24 5 $1,340.93 $2,507.85 $4,203.55 $6,251.98 $8,652.93 $11,406.44 6 $1,593.47 $2,978.00 $4,950.24 $7,314.28 $10,070.02 $13,217.58 7 $1,845.95 $3,447.66 $5,696.92 $8,376.57 $11,487.17 $15,028.76 8 $2,098.49 $3,918.42 $6,443.64 $9,438.90 $12,904.36 $16,839.90 9 $2,350.99 $4,388.69 $7,190.36 $10,501.28 $14,321.51 $18,651.08 10 $2,603.50 $4,858.88 $7,937.00 $11,563.60 $15,738.63 $20,462.17 263
EXHIBIT "A"

CITY OF LODI

COMMERCIAL
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
WEEKLY SERVICE - FOUR (4) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1 $401.95 $763.98 $1,419.94 $2,271.73 $3,319.42 $4,562.99 2 $725.42 $1,371.25 $2,369.67 $3,603.15 $5,071.73 $6,775.41 3 $1,048.94 $1,978.55 $3,319.46 $4,934.67 $6,824.05 $8,987.74 4 $1,372.49 $2,585.84 $4,269.27 $6,266.15 $8,576.44 $11,200.07 5 $1,695.99 $3,193.08 $5,218.98 $7,597.59 $10,328.78 $13,412.49 6 $2,019.53 $3,800.37 $6,168.83 $8,929.03 $12,081.02 $15,624.84 7 $2,343.09 $4,407.66 $7,118.64 $10,260.54 $13,833.32 $17,837.20 8 $2,666.69 $5,014.95 $8,068.39 $11,591.96 $15,585.67 $20,049.59 9 $2,990.17 $5,622.21 $9,018.16 $12,923.44 $17,338.06 $22,261.94 10 $3,313.77 $6,229.48 $9,967.92 $14,254.88 $19,090.36 $24,474.28 WEEKLY SERVICE - FIVE (5) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1 $472.91 $901.04 $1,623.00 $2,540.79 $3,654.62 $4,964.19 2 $867.46 $1,645.33 $2,775.94 $4,141.48 $5,742.07 $7,577.74 3 $1,261.98 $2,389.69 $3,928.75 $5,742.05 $7,829.61 $10,191.39 4 $1,656.54 $3,134.03 $5,081.67 $7,342.66 $9,917.05 $12,804.97 5 $2,051.17 $3,878.40 $6,234.45 $8,943.26 $12,004.56 $15,418.52 6 $2,445.64 $4,622.69 $7,387.42 $10,543.86 $14,092.10 $18,032.09 7 $2,840.28 $5,367.01 $8,540.27 $12,144.50 $16,179.57 $20,645.63 8 $3,234.80 $6,111.34 $9,693.14 $13,745.05 $18,267.04 $23,259.24 9 $3,629.41 $6,855.72 $10,846.00 $15,345.68 $20,354.59 $25,872.81 10 $4,023.93 $7,600.07 $11,998.90 $16,946.23 $22,442.04 $28,486.37 WEEKLY SERVICE - SIX (6) CUBIC YARD CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK 3 X WK 4 X WK 5 X WK 6 X WK
1 $543.89 $1,038.10 $1,826.12 $2,809.96 $3,989.74 $5,365.47 2 $1,009.46 $1,919.46 $3,182.03 $4,679.65 $6,412.43 $8,380.20 3 $1,475.03 $2,800.82 $4,538.01 $6,549.42 $8,835.02 $11,394.95 4 $1,940.57 $3,682.19 $5,893.94 $8,419.10 $11,257.73 $14,409.72 5 $2,406.13 $4,563.52 $7,249.88 $10,288.81 $13,680.32 $17,424.49 6 $2,871.68 $5,445.00 $8,605.86 $12,158.55 $16,103.00 $20,439.22 7 $3,337.24 $6,326.33 $9,961.79 $14,028.25 $18,525.67 $23,454.00 8 $3,802.75 $7,207.72 $11,317.74 $15,897.97 $20,948.27 $26,468.76 9 $4,268.35 $8,089.03 $12,673.76 $17,767.70 $23,370.95 $29,483.55 10 $4,733.95 $8,970.41 $14,029.68 $19,637.38 $25,793.56 $32,498.34 264
EXHIBIT "A"

CITY OF LODI

COMMERCIAL
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
WEEKLY SERVICE - 35 GALLON ORGANICS CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK*
1 $53.74 $107.48
2 $107.49 $214.92
3 $161.22 $322.41
4 $214.94 $429.87
5 $268.69 $537.33
WEEKLY SERVICE - 64 GALLON ORGANICS CONTAINER
# OF
CONTAINERS 1 X WK 2 X WK*
1 $80.85 $161.71
2 $161.71 $323.39
3 $242.56 $485.12
4 $323.39 $646.82
5 $404.26 $808.52

ANCILLARY SERVICES
Contamination $114.70
* Available for customers with 4+ carts
265
EXHIBIT "A"

CITY OF LODI

COMMERCIAL COMPACTOR RATES
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
Services Offered
Current
Monthly
Rate
New
Monthly
Rate

1. 2 CUBI

C YARD COMPACTOR
1X Week $399.83 $400.57
2X Week $799.69 $801.16
3X Week $1,199.51 $1,201.72
4X Week $1,599.39 $1,602.33
5X Week $1,999.20 $2,002.88

2. 3 CUBI

C YARD COMPACTOR
1X Week $494.06 $494.97
2X Week $988.10 $989.92
3X Week $1,482.15 $1,484.88
4X Week $1,976.24 $1,979.88
5X Week $2,470.29 $2,474.83

3. 4 CUBI

C YARD COMPACTOR
1X Week $589.01 $590.09
2X Week $1,178.03 $1,180.20
3X Week $1,767.07 $1,770.32
4X Week $2,356.10 $2,360.43
5X Week $2,945.13 $2,950.54
266
EXHIBIT "A"

CITY OF LODI
10 TO 50 CUBIC YARD CONTAINERS

RATE STRUCTURE
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
Current
Rates
New
Monthly
Rate

PERMANENT HIGH FREQUENCY ROLL-OFF RATES

1. Dr
op-off and Pick-up Charge Per Box $236.91 $237.35

2. T
ons Disposed/Box X Processing Charge $53.35 $53.45

ONE-TIME TEMPORARY USER ROLL-OFF RATES

1. Dr
op/off/Pick-up Charge Per Box $300.84 $301.39

2. T
ons Disposed/Box X Processing Charge $53.35 $53.45
267
EXHIBIT "A"

CITY OF LODI
10 TO 50 CUBIC YARD ROLL OFF* CONTAINERS

COMPACTOR RATE STRUCTURE
EFFECTIVE APRIL 1, 2026 THROUGH MARCH 31, 2027
Current
Rates
New
Rates

TEMPORARY OR PERMANENT COMMERCIAL COMPACTOR RATES

1. Drop/off/Pick-up Charge Per Box $411.24 $411.99

2. Tons Disposed/Box X Processing Charge $53.16 $53.26 * This charge will be applied to loads that are serviced by "Roll Off" vehicles. * This charge will be applied per load to self contained compaction containers o purpose of compaction in sizes on or about 10 to 50 cubic yards. 268
RESOLUTION NO. 2026-____

A RESOLUTION OF THE LODI CITY COUNCIL ADOPTING PRE-APPROVED PROPOSITION 218 CONSUMER -PRICE-INDEX-BASED ANNUAL

ADJUSTMENT TO RATES FOR SOLID WASTE COLLECTION
========================================================================

WHEREAS, pursuant to Lodi Municipal Code Chapter 13.16.110 (Ordinance No. 2002), the schedule of rates for solid waste collection shall be established and adopted by the City Council from time to time by Resolution; and

WHEREAS, pursuant to Lodi Municipal Code Chapter 13.16 – Solid Waste – as it relates to solid waste collection, new monthly rates are hereby established, as more fully shown on Exhibit A attached hereto, which is incorporated by reference as if fully set forth herein.

NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby adopt the rate schedules attached, marked Exhibit A, and shall be effective on all bills which are prepared on or after April 1, 2025; and

BE IT FURTHER RESOLVED that, following adoption, this Resolution shall be published one time in the “Lodi News Sentinel,” a daily newspaper of general circulation printed and published in the City of Lodi.

Dated: March 18, 2026
========================================================================

I hereby certi fy that Resolution No. 2026-____ was passed and adopted by the City Council of the City of Lodi in a regular meeting held March 18, 2026, by the following votes:

AYES: COUNCIL MEMBERS –

NOES: COUNCIL MEMBERS –

ABSENT: COUNCIL MEMBERS –

ABSTAIN: COUNCIL MEMBERS –

OLIVIA NASHED
City Clerk

2026-_____
269
AGENDA ITEM G.1

COUNCIL COMMUNICATION
AGENDA TITLE:

Adopt a Resolution Approving the Memorandum of Understanding Between the City of Lodi and the Lodi Professional Firefighters for the Period January 1, 2026 through December 31, 2028 (IS - HR) MEETING DATE:

March 18, 2026
PREPARED BY:

Cristina Gonzales, Interim Human Resources Manager
RECOMMENDED ACTION:

Adopt a Resolution Approving the Memorandum of Understanding Between the City of Lodi and the Lodi Professional Firefighters for the Period January 1, 2026 through December 31, 2028.

BACKGROUND INFORMATION:

Representatives from the City of Lodi and the Lodi Professional Firefighters (LPF) have been bargaining over a successor Memorandum of Understanding (MOU) for the past three months and have reached a tentative agreement, subject to Council approval.

The proposed version of the MOU is included as Attachment 1 for Council review and approval, with the changes shown in redlines. A summary of the key changes that will be incorporated into the MOU are as follows:
• The term of the MOU shall be from January 1, 2026 through December 31, 2028. • All employees to receive a 3% one-time off-salary-schedule payment (OSSP). OSSP will be calculated based upon 1-year of employee’s base rate.
• Three percent (3%) cost-of-living increase effective January 4, 2027. • Three percent (3%) cost-of-living increase effective January 3, 2028. • City shall pay up to 90% of the medical premium, by enrollment category, for the lowest cost HMO plan available in zip code 95240, effective December 22, 2025. • Increase Longevity pay - the percentage-based longevity pay incentive would take effect December 22, 2025, and would be paid on a per pay period basis starting the December 22, 2025, at the following rates:
o 10 years - 2.5%
o 20 years - 5%
• Bilingual Pay to increase to $200 per month
· Professional Development courses - increase from $300 up to $1000 per fiscal year per employee. • Reduce CalPERS employee cost-sharing contribution by three percent (3%) effective July 6, 2026 o Classic employee contribution - 12% total (9% employee share + 3% cost sharing of employer’s share)
o PEPRA employee contribution - 12% or 50% of normal cost • MOU Clean Up:
o Tuition Reimbursement - Amend eligibility period for tuition reimbursement to allow employees City of Lodi Printed on 3/12/2026Page 1 of 2
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270

COUNCIL COMMUNICATION
o Tuition Reimbursement - Amend eligibility period for tuition reimbursement to allow employees to be eligible for tuition reimbursement after six months of employment. o Miscellaneous clean up items (PERS language, cafeteria plan, etc.) · Incorporate the following Side Letter agreements into MOU:
o Paramedic Incentive,
o Holiday Leave
o Department Sanctioned Teams
LPF continues to partner with the City to maintain a high level of service at a reasonable cost to the community. Both the City and LPF recognize the need to offer competitive salary and benefit packages to attract and retain talented employees into the fire service. Both also recognize the need for the City to maintain its financial health. The increases offered in this agreement place the LPF salaries slightly above median of our competitive agencies and it is anticipated will keep them near the midpoint throughout the term of the contract. The agreement strikes a balance by providing enhanced salary to LPF members at a reasonable cost to the City.

Staff recommends that the Council approve the MOU between the City and LPF as shown in Attachment 1, with the redlines accepted in the final clean version.

FISCAL IMPACT:

The total cost of the term of the agreement is approximately $1,367,000 as shown below.

Fiscal Year 2025-2026 230,000
Fiscal Year 2026-2027 378,000
Fiscal Year 2027-2028 759,000
Total Cost (3 years) 1,367,000
FUNDING AVAILABLE:

Budget adjustments for these and other compensation increases for City employees in Fiscal Year 2025/26 were included in the mid-year budget proposal.

City of Lodi Printed on 3/12/2026Page 2 of 2
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271

MEMORANDUMOF UNDERSTANDING

CITY OF LODI
AND

LODI PROFESSIONAL FIREFIGHTERS
Januarv 1.2026 - December 31.2028
272
MOU - CITY OF LODI AND LPF 2026 -2028

TABLE OF CONTENTS
CH,{PTFJ,R I _ SAI,ARIES OTHER COMPENSATION
PAGE #
Article I
Article II
Article III
Article IV
Article V
Article VI
Article VII
Article VIII
Article IX
Article X
Article XI
Article XII
Article XIII
Article XIV
Article XV
CHAPTER 2 _ LEAVES
Article XVI
Article XVII
Article XVIII
Article XIX
Article XX
Article XXI
Article XXII
r73
Article XXIII
Article XXIV
Article XXV
2t6
Temporary Upgrcelq Pay
Minimum Staffins
Education Incentive
Flexible Spending Account
Jury Duty
Merit Increases
Overtime
Salary
Tuition Reimbursement
Deferred Compensation
Uniform Allowance
Workers' Compensation
Bilingual Pay
Longevity Pay
Paramedic Incentive
Catastrophic Leave
Holidays
Leaves of Absence
Sick Leave
Vacation
Cafeteria Plan
Dental. Vision. Chiro Insurance
Retirement Plan
Sick Leave Conversion
Visien-eare S urvivor B enefi ts
4 4
5 6
67 78
+8
89 810
810
811
e11
e1l
eQ
912
110
130
ttl-
r4+
r4+
CHAPTER 3 _ INSURANCE AND RETIREMENT
163
r23
+520
CHAPTER 4 _ SAFETY
Article XXVII _Safety Committee
CHAPTER 5 - Work Hours. Schedules. Meals
56-Hour Work Week
2 +822
Article XXVII +923
273
MOU - CITY OF LODI AND LPF 2026 -2028
Article XXYUIX
+eu
Shift Trades
CHAPTER 6 _ ASSOCIATION / CITY ISSUES
Article
Article
Article
Article
Article
Article
Article
Article
Article
Article
XXX
XXXI
XXXI+
XXXIU
XXXUIV
XXruV
284
XXXVI
XXXVII
28 XXXVIII

XXXVIIIX
34s
Alcohol, Smoking, and Drugs
City Rights
_Complete Agreement
Concerted Activities
Employee Representation
Grievance Procedure
25+
2y+
26)
262
273
x2
310
LayoffProcedure
Physical Fitness and Wellness Program
Probation
Severability Mi sc el laneous
Article XXXXTI
349
Employee Personnel Files
Exhibit A - Salary Schedule€ffeetiveJan*arv-
3 274
MOU - CITY OF LODI AND LPF 2026 -2028
This Memorandum of Understanding (MOU) is entered into on February _,2026, by and between the City of Lodi, a municipal corporation ("City"), and Lodi Professional Firefighters (LPF).

Chanter 1. Salaries and Other Comnensation
Anrrcrn I - Y UPGRADE PAY
l+ All employees in this bargaining unit who are required to work in a higher classlfuAlpit shall be paid an additional 5% of the employee's bass_rats*afJaLsalaryfor all hours once 6 consecutive hours have been worked. Such temporary assignments to a higher- level position require the employee be relieved of the duties of their regular position.

Temporary Upgrade Pay shall be reported as special compensation for classic member employees only. (2CCR Section 571)
l2-Employee's assigned to the Training Division shall receive special assignment training premium pay equal to 8%o of the employee's normal base pay. The special assignment pay is intended to compensate employees who are routinely and consistently assigned to train employees.,
It is mutually agreed that special assignments to the Training Division _arc at the sole discretion of the Fire Chief and may be filled by personnel from the rank of Fire Engineer or Fire Captain. The Fire Chief may assign a Fire Captain to the Training Division_if there are no interested or qualified employees. Special assignments may be for a three year term and will be reviewed annually. Extensions beyond the initial three year term may be made by mutual agreement between the Fire Chief and the LPF member assigned to the Training Division on a year by year basis.

The work schedule of employees assigned to the Training Division will be determined by the Fire Chief based on the operational needs of the Fire Department.

Engineers on special assignment in the Training Division may participate in the promotional examination for Fire Captain, if they are eligible. The special assignment to the Training Division will not preclude the Engineer from participating in the promotional examination or from being promoted to Fire Captain.

The Training Division position shall remain budgeted for at the rank of Captain.

Employees on special assignment in the Training Division will report directly to the Fire Chief, are eligible to work overtime outside of their normal work schedule, and are_eligible for above class pay of 5Yo if assigned to work in a higher classification, pursuant to Article$ee+ion 1-L-the LPF MOU.
has develope#speeirlized teams that address a variety ef eemmuni
4 275
MOU - CITY OF LODIAND LPF 2026 -2028
nffeetive retrenetive
*ssignment to a spe€i
p€r€€n+{3%)b
Beth parties agree that the retrsrctive inerease te the salnry ranges will not @
Eaeh LPF member shall be assigne*to-ene speeialized tearn at the diseretion ef the ordesign€er
Minimum Staffing shall be maintained at l6 per dav:

Truck: Maintain 4 personnel
Ensines: Maintain 3 personnel
a seeendary speeiali-ed team based en
eperatienal neeessity or exigenee e:reurnstanees,
the develepment ef the team- The Fire ehief shall have the sele diseretion as tothe ef speeiatizee te
eFitsmembers,
Anrrcr,n III - EnucATroN lNcnNrrvn
}.-l-An incentive program shall be established with the major purpose being to encourage and reward members of the LPF to broaden their on-the-job experience with academic training in the fields of science, management and administration.

I S2-Employees who meet the following criteria are eligible for education incentive pay.- A, Effrptoyees hetd
the:-
university with an Associates of Arts degree or its equivalent in Fire Science or related field or;
+.---AAis in a-non-related field with aFire Science ee*ifieate-*em-an aeeredite*institutio*.eriCertification shall receive education incentive pay of $25.00 per month if the:

A.
g.----+heAg employee an
,Saccredited colleg degree and=+s
5 276
MOU - CITY OF LODI AND LPF 2026 -2028
B. or its equivalent shall
receive @anadditional $100.00 per monthjf-an
.

C. €-For the purpose of this section. an accredited college or universitlz' is accredited bv one of the accreditation asencies recosnized bv the Secretary of the U.S. Department of Education.

D. Educational incentive oav is earnable special comoensation within the meanins of Section 20636 of the Califomia Govemment Code and Section 571and 571.1 CCR.

E. The following increments shall be added to the Education Incentive Program.

It is agreed that the following amounts shall be paid upon verification that the individual has completed the necessary course work and has submitted a completed application to the certifying agency. -Verification of course work and submittal of a completed application must be provided to Human Resources along with the request for the incentive. -Incentive pay is effective the first day of the full pay period following receipt and verification of required documentation.-
+o :QCompleted course work -Fire or LFD
Company Officer Task Book $50.00 per month
0s rqCompleted course work-Chief Officer- or LFD
Battalion Chief Task Book $50.00 per month
+s rqCompleted course work Fire Investigator or Level 2 Investigator- $12.s0
per month
0o OCompleted course work Fire Instructor Level3 and Mgmt 2.E$25.00 per month

0.c r0-Completed course work Fire Prevention Officer Level 3 and Mgmt

2.E or Fire Inspector 00
per month
O-Completed course work Public Education Officer Level2 or Community Risk
perfionth

12.s0
per month
+o :QCertified Fire Chief,..
per month
$2s.00
The maximum amount to be paid under this program is $175.00 per month. 33-In addition to the amounts specified in Section 3.2, an additional $25.00 per month shall be paid if the employee possesses a Hazardous Materials Specialist/ Technician certificate.
6 277
MOU - CITY OF LODIAND LPF 2026 -2028
34--Effective October 8, 2018, LPF members who possess a Lodi Fire Department Driver/Operator certification, as outlined in the Lodi Fire Department Policy Manual Article IV Division 4.15: Section 4.15.-1, shall receive a three percent (3%o) education incentive.

The Driver/Operator certification is recognizedby the City as an educational credential that enhances an employee's ability to perform the duties of their position but is not a minimum qualification or job requirement.

This incentive is paid for possession of the certification, not for performance of any specific assignment or duty, and is reportable to CaIPERS as Educational Incentive Pay pursuant to 2 CCR $571(a)(2) and 9571.1.
35Persons possessing the aforementioned requirements shall not receive the incentive pay until such time as evidence of course completion is produced. Incentive pay shall be retroactive back to the date of course completion or certificate earned, up to a maximum of six (6) months from the date Human Resources received and verified the required documentation. (2 CCR Sections 571 and 571.1.)
Anrrcr,n IV - Fr,rxrnr,n SpnNnrxc Accouxr (sncuoN tzs pl^AN) Participation
Employees shall have the option of participating in the City's Flexible Spending Account (FSA) Plan established under Section 125 of the Internal Revenue Code. Employees may elect to participate in one or more of the following plan options:
o Premium Only Plan (POP)
o Medical Flexible Spending Account (FSA)
o Dependent Care Flexible Spending Account (DCFSA)
Enrollment and Election Periods
Elections for the upcoming calendar year shall be made during the annual open-enrollment period held each November or in the event of a qualifying change in family status as defined by the Internal Revenue Code and applicable IRS regulations.

Funds elected but not used by the end of the plan year shall be forfeited by the employee in accordance with federal "use-it-or-lose-it" rules, except as otherwise provided by the caryover or grace-period provisions described below.

Carryover or Grace Period Provision
The City's FSA may include one of the following IRS-approved options, as specified in the City's offrcial Section 125 Plar. Document:
o A carryover provision that allows an active participant to automatically carry over up to six hundred eighty dollars ($680) into the subsequent plan year (the allowable amount may be adjusted annually by the IRS);
or
A grace period of up to two and one-half (2%) months following the close 7 a
278
MOU - CITY OF LODI AND LPF 2026 -2028
of the plan year, during which eligible expenses incurred may be applied against the prior year's unused balance.

Any unclaimed funds exceeding the allowable carryover limit or not used within the grace- period timeframe shall be forfeited after the final filing date established by the plan administrator.

Anrrcr,nV-JunyDury
+All fuIl-time regular employees are granted jury duty leave with pay. Any employee who is summoned to attend any court during the time regularly required for his employment for the purpose of jury service shall be entitled, while so engaged and actually serving, to his regular compensation in addition to any jury duty compensation. 52-No employee shall be granted jury duty leave with pay in which such employee will be testifying in behalf of oneself or as a witness in a court of law.

5.3-An employee serving on jury duty, who is not required to be in attendance at such jury duty for more than one half of the employee's normal working day is expected to return to his regular work assignment for the balance of the day. An employee seated on ajury shall not be scheduled for regular work during the twelve hours preceding the scheduled time for jury duty.
54--If an employee covered by this Agreement is required by subpoena to appear in court or to give a deposition as a result of an action taken within the scope of employment with the City, that employee shall receive his full pay while so doing, with no loss of time if he/she is on regular duty. If the employee is not on duty, the City agrees to compensate that employee at one and one-half times hislher regular rate of pay, for the time spent in any appearance as required by this Article. The employee shall demand a witness fee and shall reimburse same to the City. As a prerequisite for payment to off-duty employees, the Fire Chief or his designee must be notified in writing of the off-duty appearance within seventy- two hours after the employee is subpoenaed or otherwise notified of the required court appearance. The employee shall demand a witness fee and shall reimburse the same to the City.

S.S-Voluntary Grand Jury service such as that service in San Joaquin County, is not covered by Jury Duty leave.

ARrrcrn VI - Ixcnnlsns
Merit increases shall not exceed the next step of the salary range for the position's classification.

ARTICLE VII - OVERTIME
W
ien
1 ' Fr SA evertime. 'iFtSA Overtime" means enly t+rese heurs that gualify as everti-ne under the Fair Laber Standards Aet (FISA); ineluding het#s lverked in exeess ef the 8 279
MOU - CITY OF LODIAND LPF 2026 -2028
@@
re$*i+effi€n+s
evertime fer federal reporting purpeses, Nething in this l rtiele shalt be interpreted is
€vc*ise;
4ff-Overtime Etigibility and Approval
All hours worked in addition to the regularly scheduled shifts shall be paid at the rate of one and one-half (,1 %)""!imes the then regular rate of the employee. Overtime work may be required of any employee to meet special or unusual needs of service beneficial to the City and community. All overtime work requires the prior approval of a supervisor. No employee on disciplinary or medical leave shall be eligible to work overtime. l3-ZOvertime Calculation and Rounding
Employees working overtime shall be paid in increments of 15 minutes. Time within any 15 minute increment shall be rounded off, with 0-7 minutes adjusting back to the preceding increment and 8-15 minutes adjusting forward to the next increment. Thereafter, overtime shall be compensated in increments of 15 minutes at arate of time and one-half!:e*.

Time in Lieu of Overtime
Employees may accrue compensatory time in lieu of overtime pay. The accrual rate for compensatory time shall be one and one-half ("1 Ahours for each hour worked. iffim
7/-No more than two hundred forty (240) hours of compensatory time shall be carried on the books at any time.

7.6 Annual Cempersatery Tirne Off Cash-Ouf Eleetien
9 280
MOU - CITY OF LODI AND LPF 2026 -2028
Fteetiens aFety enl
ehange+
p€rteds, F{R witt re
7,7

7.5_Emnl shall be allowed to cash uo to a maximum of 240 of eamed comnensatorv off twice ner vear- 1n A and Octoher-
l-6-Compensatory Time Payout Upon Separation
Upon separation, the employee shall be paid at the employee's current hourly rate or the average of the last three years whichever is higher, for the remaining compensatory balance.

TruShift Holdovers and Early Call-Ins
-Shift
holdovers and early call-ins shall be compensated at the time and one-half ( I filrate. These premiums constitute Contractual Overtime unless the hours independently meet FLSA Overtime thresholds.
7$---L Call-Back Pay
-Employees
called to work outside their regular hours shall be paid at the rate of time and one-half ("1 %) the hourly rate for hours actually worked with a minimum guarantee of three (3) hours for each call. The three-hour minimum is Contractual Overtime. +10--:Employee-Requested Time Off Resulting in Overtime -If
an employee requests time off that would result in the need for overtime, the employee must take a minimum of three (3) hours off unless the time off is for emergency reasons or has prior approval of the Fire Chief or designee. Except for the first or last two or less hours of the shift, shift holdover or early relief would apply in these situations. Any resulting overtime is Contractual Overtime unless the hours independently qualify as FLSA Overtime.
++eTemporary Assignment to FLSA-Exempt Duties
-If
au reprcs€+ltcd employee is called upon to perform the duties of a position exempt from the Fair Labor Standards Act, all provisions of this Article shall prevail. 10 281
MOU - CITY OF LODI AND LPF 2026 -2028
7*l--Effective as soon as administratively possible, the Department will implement. Such overtime shall be treated as Contractual Overtime unless the hours independently qualifu as FLSA Overtime.
?.42-Overtime Hiring Procedures
l. First right to vacancy shall be rank for rank. If there are no members currently signed up for the overtime for the rank the vacancy has occurred, the process for filling the vacancy shall revert to the overtime method currently in place. (Cunent practice is that first choice for overtime goes to the member who has the longest period of time since working overtime. The employee who worked overtime last would have the last opportunity to sign up.)

2. If the vacancy is in a higher rank position, members will not be o'bumped up" to create a vacancy in a lower rank.

3. If the Department over staffs and a vacancy is created; the over hire firefighter shall be scheduled to fill firefighter vacancies first. ?-I3-Overtime Eligibility for 56-Hour and 40-Hour Employees

1. 56-Hour Employees (Fire Suppression).

Employees assigned to a 56-hour work schedule shall qualify for FLSA Overtime only for hours worked in excess of the FLSA threshold applicable to the employee's designated work period under 29 U.S.C. Section 207(k). All other overtime paid under this Article, including daily overtime, shift holdovers, early call-ins, and call-back minimums, shall be treated as Contractual Overtime.

2. 4O-Hour Employees (Administrative/Prevention/Support).

Employees assigned to a 40-hour work schedule shall qualiS' for FLSA Overtime for hours worked in excess of forty (40) hours in a seven-day workweek. All other overtime paid under this Article, including daily overtime, shift holdovers, early call-ins, and call-back minimums, shall be treated as Contractual Overtime. i€ns,
inetisn
Anrrcr,n VIII - Sar,,tny
terms and conditions ofthis Mou shall continue in effect during the term of this MoU. The City of Lodi and LPF agree that the term is January l, 2026 through December 31, 2028.
&.2--The parties agree if a salary survey is performed, the fifteen cities to be surveyed are as follows:

Chico
Fairfield
Modesto
Stockton
Vacaville
_Clovis
--Merced--Redding_South County Fire
Visalia
Davis
-----Manteca_Roseville
Turlock
Woodland
11 282
MOU - CITY OF LODI AND LPF 2026 -2028
83-January 2026 - All LPF members to receive a three percent (3%) one-time off-salary- schedule payment (OSSP). OSSP will be calculated based on one year of employee's base rate, no overtime included.

SJ-The City shall provide wage adjustments as follows
Three percent (3%), effective January 4,2027,
Three percent (3%), effective January 3,2028
Anrrcr,n IX - TuruoN RETMBTJRSEMENT
-Tuition
reimbursement will be provided as stated in the City's current Tuition Reimbursement Policy. The City will not eliminate this policy during the term of this MOU.

The parties agreed that employees are eligible to utilize the Tuition Reimbursement Policy after six (6) months of full-time employment with the City.

I q+-Professional Development Courses
Fire Department employees in the classifications of Firehghterl-Engineer and Fire Captain shall be eligible for reimbursement of costs associated with approved professional development courses that support operational proficiency, supervisory development, or career advancement within the Lodi Fire Department. Eligible employees may receive up to $1,000 per fiscal year, subject to a department-wide annual cap of $25,000, with all course participation and reimbursement contingent upon Fire Chief approval. Reimbursement shall be provided upon satisfactory completion of the approved coursework.

Additional reimbursement of up to $1,000.00 per fiscal year may occur subject to availability of funds, and upon approval of the Fire Chief. However, the course reimbursement shall not exceed a total of $2,000.00 per employee per hscal year.

Anrrcr,n X - DnTTRRED CoprpnnsATroN
Participation
Employees may participate in the City's Deferred Compensation Plan in accordance with the provisions of Section 457 of the Internal Revenue Code. Participation shall be entirely voluntary and subject to the rules and regulations established by the plan administrator and applicable federal law.

City Contribution
The City shall match employee contributions to the Deferred Compensation Plan in an amount up to a maximum of three percent (3.0%) of the employee's base salary. 12 283
MOU - CITY OF LODI AND LPF 2026 -2028
City contributions shall be deposited into the employee's designated defened compensation account in accordance with applicable Internal Revenue Service (IRS) regulations and the provisions of their selected plan.
gmp+evees
Anrrcr,n XI - UxmoRM Ar,r,owaxcn
ll-l-TheCityshall,onaone-timebasis,provideeach
hire with three department approved uniform shirts and three pair of department approved uniform pants of a flame retardant fabric. After this initial issue the maintenance and replacement of the uniform is the employee's responsibility. ll'2 The uniforrn allervanee shall be $950 per year; Effeetive Maf 3t 2021t the uniform Q2A </ -^-i^,{\vJ v.J yvL tvv,l
elimina+ed-
Anrrcr,r XII - Wonxnns' Conpnxs,rrrox
+zJ-In the event that a member of the LPF is disabled, whether temporarily or permanently, by injury or illness arising out of and in the course of his duties, he shall become entitled, regardless of his period of service with the City, to leave of absence while so disabled without loss of salary, in lieu of temporary disability payments, if any, which would be payable under this chapter, for the period of such disability but not exceeding one year, or until such earlier date as he is retired on permanent disability pension. (State of California Labor Code, Article 7, Section 48s0.)
422-The City shall implement Article 4850.3 of the Labor Code which provides for advance disability payments prior to receipt of industrial disability retirement allowance to the member.

Anrrcr,n XIII- Brr,rivculr, PAY
Bilingual Premium Pay
Employees designated by the Fire Chief as routinely and consistently being required to speak a language other than English in the course and scope of their employment, and who have successfully passed a bilingual proficiency examination administered by the City, shall receive a bilingual premium of two hundred dollars ($200.00) per month. The bilingual premium shall be paid in twenty-six (26) equal bi-weekly installments of ninety-two dollars and thirty-one cents ($92.31). For California Public Employees' Retirement System ("CaIPERS") Classic members, the bilingual premium is considered special assignment compensation and shall be reported as pensionable compensation.

For Public Employees'Pension Reform Act (PEPRA) members, the bilingual premium is considered special assignment compensation and shall also be reported as pensionable compensation, consistent with California Code of Regulations (CCR) Section 571.1(b) and the CaIPERS Special Compensation Reportability Table.
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Anrrcr,n XIV- LoNcnvrry P.Ly
Effective December 22,2025, after completing ten (10)-eenseer*tive years of service with the City of Lodi, employees shall receive a longevity incentive equal to two and one-half percent (2.5%) of their base pay.

After completing twenty (20)-eensee*ive years of service with the City of Lodi, employees shall receive a longevity incentive equal to five percent (5.0%) of their base pay.

The applicable longevity incentive shall become effective on, and coincide with, the employee's anniversary date marking completion of the qualifying service period. For purposes of determining eligibility, employees must meet the required service threshold of ten (10) ortwenty (20) full years of eonseeu+ive*service withthe City of Lodi, calculated based on the first day of the month in which employment commenced.

This payment is PERS-reportable, consistent with California Code of Regulations, Title 2, Section 571(a)(1), as it represents ongoing, percentage-based compensation tied to base salary. The applicable longevity percentage shall be incorporated into each eligible employee's base pay beginning effective December 22,2025.

CLE XV - Paramedic Incentive P
Paramedic Pay is compensation to employees who obtain and maintain certification in auxiliary medical techniques.

Effective Januarv 9-2023- S50 ner stipend for emplovees who are certified bv $JCEMSA as Paramedic Accreditation Officer (up to a maximum of six (6) accreditation officers
-Effective
January 9,2023, $250 per month stipend for Fire Department personnel who
-are
licensed Paramedics while they are seeking accreditation by SJCEMSA; -Eleven
percent (ll%) incentive shall be paid to Fire Department personnel who are accredited by SJCEMSA as Paramedics. The incentives are not stackable. -The
City will pay for or provide all licensing, accreditation, and continuing education fees and costs associated with paramedic licensure and accreditation for all employees in the ALS program. The City will pay for or provide required continuing education for licensed Paramedics accredited by SJCEMSA at no cost to employees. 14 285
MOU - CITY OF LODIAND LPF 2026 -2028
-Employees
who are licensed and accredited Paramedics will receive overtime compensation for completing approved continuing education classes outside their normal working hours.
-Paramedic
Incentive Pay is earnable special compensation within the meaning of Section 20636 of the California Government Code and Section 571 and571.1 CCR.

Chaoter 2. Leaves
Anrrcr,n XVI- C,rTASTROPHIC LEAVE
-16-I-LPF members shall be covered by and subject to the Citywide Catastrophic Leave Policy set forth in the city's current Administrative policy Manual.

Anrrcr,n XVII- Hor.mnys
lA-t-Effective January 1,2023, the holiday leave shall be increasedby 12 hours for shift employees in recognition of the Juneteenth holiday and 8 hours for non-shift employees.

Thereafter, January I of each calendar year LPF shift employees shall earn 168 hours of holiday leave, and non-shift employees shall earn 84 hours of holiday leave, in addition to 32 hours of floating holiday leave. In January of each year, every employee's holiday account shall be credited with the appropriate hours based on the employee's current shift. Employees hired mid-year or terminating mid-year shall have holiday hours credited or deducted at the rate of 6.46 hours per pay period for shift employees and 4.46 hours per pay period for non- shift employees.

W-A shift employee may opt to schedule holidays or to be compensated at the straight time rate for all hours of holiday leave. During the course of the calendar year, anemployee who opted to use scheduled holidays may at their request, schedule a day off in lieu of cash payment.Eachcalendaryear,sha1lbea1lowedtocash
out holiday time in June, or the pay period in which December I falls. Any remaining unused holiday leave as of December 31 of the same calendar year shall be paid out at the straight time rate. Holiday cash out compensation is reportable as earned in compliant with the public Employee's Retirement Law (PERL) and Government Code Section 20630for all bergaifting as a CaIPERS Classic Member. Holiday cash out
for CaIPERS PEPRA members are not pensionable compensation. Floating holiday hours are considered not pensionable compensation for both Classic and PEPRA members. l7-3-The Fire Department will make every effort to avoid scheduling any non-emergency training or meetings on the following City observed holidays:

New Year's Day
Martin Luther King Day
President's Day
Memorial Day
Juneteenth
January I
3rd Monday in January
3rd Monday in February
4th Monday in May
June 19
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MOU - CITY OF LODI AND LPF 2026 -2028
Independence Day July 4
Labor Day l't Monday in September
Thanksgiving Day 4th Thursday in November
Day After Thanksgiving Day Friday following Thanksgiving Day Christmas Eve (four hours) December 24
Christmas Day December 25
l7'4 Nothing in this MOU is construed to change the manner in which holidays or vacations are scheduled.
1+5-It is mutually agreed that two represented employees per shift shall be allowed to schedule vacations or holiday time. Leave for sickness, injury, or leave for school shall not effect this time off. Additional leave for school will-mav be on a case- by-case basis b)' the LPF Executive Board.
{4$-Holiday Pay is for Additional compensation for employees who are required to work on city observed holidays because they work in positions that require scheduled staffing without regard to holidays.
#'FeeS
AnrrCr,n XVIII - OF ABSENCE
Leaves of Absence are available to employees in accordance with the City's current Leave of Absence policy.

Anrrcr,n XIX - Srcr Lnlvr
1g.t-Shift employees shall accumulate sick leave with pay at the rate of 5.54 hours per pay period. Employees working a 4O-hour week shall earn 3.70 hours per pay period.

I +g+-Sick leave accumulation shall be unlimited.
t93-For shift employees one working day is defined as 24 work hours. For employees working a 40 hour week one working day is defined as 8 work hours. l9:L-Use of Sick Leave for Family-Member Care
-Employees
may use accrued sick leave to care for a member of their immediate family in accordance with California's paid sick leave laws. Each employee shall be permitted to use not less than seventy-two (72) hours of accrued sick leave per calendar year for this purpose, regardless of work schedule.

For shift employees assigned to a 56-hour schedule, the existing seventy-seven (77) hour annual allowance satisfies this requirement and shall remain in effect.

The City may approve additional family sick leave beyond the statutory minimum.

As a general guideline, no more than one hundred twenty (120) hours of family sick leave shall be approved in a calendar year, unless otherwise required by law. 16 287
MOU - CITY OF LODIAND LPF 2026 -2028
Non-Shift (40 hour work week) Employees hired after February 28,2020 shall accrue vacation as follows:

Anrrcr,n XX - V.LclrroN
Non-Shift (40 hour workweek) Employees:

Beeinning with:

Date of Hire:
6th year
T2thyear
1 5th year
21st year
22ndyear
23rdyear
24thyear
25thyear

3.08 hours per pay period

4.62 hours per pay period

5.23 hours per pay period

6.16 hours psr pay period

6.47 hours per pay period

6.78 hours per pay period

7.09 hours per pay period

7.40 hours per pay period

7.71 hours per pay period

3.08 hours per pay period

4.62 hours per pay period

5.23 hours per pay period

6.16 hours per pay period

5.54 hours per pay period

8.31 hours per pay period

11.08 hours per pay period
1 1.65 hours per pay period

12.20 hours per pay period

12.76 hours per pay period

13.32 hours per pay period

13.88 hours per pay period

5.54 hours per pay period

8.31 hours per pay period
1 1.08 hours per pay period
Shift (56 hour work week) Employees:

Besinning with:

Date of Hire:
6th year
1 5th year
21st year
22ndyear
23rdyear
24thyear
25thyearlabove
Beginning with:

Date of Hire:
6th year
l2thyear
I 5th year
Beginning with:

Date of Hire:
6th year
1 5th year
Shift (56 hour work week) Employees hired after February 28,2020 shall accrue vacation as follows:
ien
To provide flexibility i+managing tirne and ineeme; employees rnay arurually pre-sehedule @of
17 288
MOU - CITY OF LODIAND LPF 2026 -2028
any vacation time
in excess of two tours (96 hours) of duty. _Members must utilize at least two tours of their vacation time each year.

Members may request
a cash out of vacation time at
ingany
Fts+
time. The Human Resourees Department will retain all eleetien fennsfer a minimumoavout of releetien
time shall be
followins the reo . All requests shall be made in writins to the Finance Division. i€+
eleede*rules,
The maximum amount of unused vacation hours an employee may accrue, at any given time is twice the employee's annual vacation rate. Whenever an employee's unused, accrued vacation time has reached this maximum accrual amount, the employee shall stop accruing any additional vacation time. Accrual will automatically resume once the employee uses some vacation time and the accrual balance falls below the maximum accrual amount. 18 289
MOU - CITY OF LODIAND LPF 2026 -2028
Chanter 3. Insurance and Retirement
Anrrcr,n XXI - Cafeteria Plan
City Medical Contribution
The City shall contribute an amount equal to ninety percent (90%) of the premium cost of the lowest-cost CaIPERS HMO plan available within ZIP Code95240 toward each eligible employee's health insurance coverage by enrollment category.

This contribution shall be adjusted annually, effective the hrst pay period in January, based on CaIPERS premium rates.

Employees who select plans costing more than the City's contribution shall pay the premium cost difference through payroll deductions.

Eligibility
Regular fulI-time employees are eligible to participate in the Cafeteria Plan beginning the first day of the month following hire.

Employee's eligible dependents may be enrolled in accordance with CaIPERS and the employee's selected plan rules.

Changes in health insurance coverage may occur only during the City's open enrollment period or following a qualifying event as defined under Internal Revenue Code Sectionl25.

Health Insurance coverage ends the last day of the following month in which employment terminates, unless continued under Consolidated Omnibus Budget Reconciliation Act (coBRA).

Eligible Benefits
Below are City contributions to the ffiing
@:
- Medical Insurance
- Vision Insurance
- Chiropractic Services
Administration and Opt-Out
The Cafeteria Plan shall be administered in accordance with Internal Revenue Code Section 125 and applicable CaIPERS regulations.

Employees providing proof of altemate qualifying medical coverage may opt out of City- provided medical insurance and will receive the applicable opt-out or cash-in-lieu benefit as described in Article XXIV - Health Insurance.
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MOU - CITY OF LODI AND LPF 2026 -2028
All employees are offered medical insurance for themselves and their eligible dependents through CaIPERS medical plans.

Health Insurance:

Effective January 1,2026,the City shall contribute an amount equal to ninety percent (90%) of the premium, by enrollment category, for the lowest-cost HMO plan available in ZIP code 95240. Employees shall be responsible for the difference between the City's contribution and the premium of the plan the employee selects. Employee contributions shall be collected through payroll deductions. Employees may elect to have premium deductions withheld from pre-tax wages through the City's Flexible Spending Account benefits Premium Only Plan (POP) as described in Article XX below.

The City's ninety percent (90%) contribution and corresponding ten percent (10%) employee contribution shall be reviewed annually and any necessary adjustments would be implemented at the first pay period in January to reflect any changes in premium rates for the lowest-cost HMO plan availableinZlP code95240. The City's contribution percentage shall not be reduced below ninety percent (90%) without mutual agreement between the City and the LMPOLPE bargaining unit.

Employees who elect to waive medical insurance coverage through the City shall receive an additional "cash in lieu" of medical benefits amount as follows:
$692.81 per month for family coverage
$532.92 per month for employee * one dependent coverage $305.22 per month for single coverage
-The
monthly cash-in-lieu amounts shall be divided equally between the two pay periods each month and paid, at the employee's option, either as a flat taxable cash amount or as a contribution to the employee's deferred compensation account. To be eligible for cash-in- lieu, an employee must provide the City with proof of other qualifying group medical insurance coverage.

Etigibility
Employees shall become eligible for medical insurance on the first day of the month following the date on which they become full-time regular employees of the City.

Anrrcr,n XXII - DnNrar, , VIstoN Ai\D CHrRopRACTrc lNsunLxcn Dental Coverage
Employees shall be provided fully paid family dental insurance. The City shall pay the full cost of the dental insurance premium for the employee and all eligible dependents.

The City reserves the right to select or change the dental insurance administrator or plan provider, provided that the level of benefits remains substantially equivalent to those provided under the existing plan.
20 a
a
a
291
MOU - CITY OF LODI AND LPF 2026 -2028
Benefits
Maximum dental benefits shall be one thousand two hundred hfty dollars ($1,250) per calendar year for each family member enrolled in the dental plan. A twenty-five dollar ($25) deductible and applicable co-insurance provisions shall apply.

The City shall provide orthodontia benef,rts with a lifetime maximum benefit of one thousand two hundred fifty dollars ($1,250) for each eligible family member covered under the dental plan.

VISION CARE INSURANCE
The City shall contribute to the Cafeteria Plan a dollar amount equal to the premium necessary to provide employees with vision care insurance through the Vision Service Plan (VSP) by enrollment category (Employee, Employee *l or Family). The services covered and the amount of coverage shall be as outlined in the VSP Summary of Benefits.

The City reserves the right to select or change the vision insurance carrier, provided that the level of benefits remains substantially equivalent to those provided under the existing plan.

Employees may opt out of City provided Vision Care and apply the City contribution towards medical premiums.

CHIROPRACTIC SERVICES
The City shall contribute to the Cafeteria Plan a dollar amount equal to the premium, by enrollment category (Employee, Employee *l or Family), necessary to provide employees and their eligible dependents chiropractic services under the City's Chiropractic benefit progftlm. This benefit allows for up to a maximum of forty (40) visits per calendar year.

A co-payment of ten dollars ($10.00) per visit shall apply for each covered chiropractic service.

Employees may opt out of City provided Chiropractic Care and apply the City contribution towards medical premiums.

Continuation of Coverage
The City's contribution toward group dental, orthodontia, chiropractic, and vision insurance shall continue only while the employee remains in paid status or during periods of legally protected leave, including the Family and Medical Leave Act (FMLA), the California Family Rights Act (CFRA), and Pregnancy Disability Leave (PDL). 21 292
MOU - CITY OF LODI AND LPF 2026 -2028
ARTICLE XXIIV - RnrrnnMnNr Pr,,ln
}4J-The City provides retirement benefits through the California Public Employees Retirement System (CaIPERS). Employees shall receive the following retirement benefits.

The following plan is available to employees hired prior to December 22,2012 and deemed to be "classic" employees by CaIPERS:
o Public Safety 3% @ 50 plan
o 1959 Survivor benefits - 3'd Level
o Single Highest Year
o Credit for Unused Sick Leave
. Military Service Credit
o 2Yo Annual Cost of Living (COLA) Increase
. Employee shall pay the full employee member contributionof 9Yo of salary plus a three percent (3 %) cost share of the employer's normal cost, for a total contribution of twelve percent (12%).
242-For employees hired after December 22,2012 and deemed to be'oclassic" employees by CaIPERS, the following retirement plan will apply:
o Public Safety 3% @ 55 plan
o 1959 Survivors Benefit - Third Level
o Average of three highest consecutive years
o Credit for Unused Sick Leave
o Military Service Credit
o 2o/o Annual Cost of Living (COLA) Increase
o Employee shall pay the full employee member contributionof 9%o of salary plus a three percent (3 %) cost share of the employer's normal cost, for a total contribution of twelve percent (12%).
z+For employees hired after December 31, 2012 and deemed "PEPRA" employees, the following retirement plan will apply:
e Public Safety 2.7% @ 57 plan
o 1959 Survivors Benefit - Third Level
. Average of three highest consecutive years
o Credit for Unused Sick Leave
. Military Service Credit
o 2Yo Annual Cost of Living (COLA) Increase
o Employee shall pay the full employee share of retirement costs as calculated by PERS in its annual actuarial valuation
I Z4s-Classic Member Cost Sharing
Effective July 6, 2026, in accordance with California Government Code Section 20516(a), each Classic employee (Tiers One and Two for Public Safety) shall contribute on a pre-tax 22 293
MOU _ CITY OF LODIAND LPF 2026 -2028
basis a three percent (3 %) cost share of the employer's normal pension cost, in addition to the CaIPERS statutory member contribution.

Total pension contribution: twelve percent (I2%) for Public Safety/Sworn. The City and LPF agree that these cost-sharing provisions satisfy Government Code Sections 205 I 6 and 205 | 6.5 requirements.
_PEPRA Member Cost Sharing
Effective July 6, 2026, in accordance with California Government Code Section 20516(a), all employees deemed "New Members" under PEPRA) shall contribute, on a pre-tax basis:

The greater of twelve percent (12%) or the retirement cost as calculated by CaIPERS in its annual actuarial valuation (one-half of the normal cost of pension).

The parties mutually recognize and acknowledge that these provisions satisfy Government Code $205 1 6.5.
}1.f-{ll members in LPF agree to pay an additional one percent (l%) towards the employer's share of CaIPERS normal pension cost (cost-sharing) effective in each of the first full pay periods in July 2020, January 2021 andJanuary 2022. PEPRA employees will pay a maximum of fifteen percent (15%) combined between the employee's share of PEPRA and any cost-sharing of the employer's normal pension cost, unless and until the employee's normal PEPRA costs exceed fifteen percent (15%). This provision expires July 5r2026. ?43-Medical Expense Reimbursement Plan
City will
support the implementation of a mutually agreed upon Medical Expense Reimbursement Plan ("MERP"). The purpose of the MERP shall be to provide for retiree health expense reimbursement benefits. Upon implementation, the City and LPF agree that contributions to the plan will be confined to areas of compensation already outlined within this Memorandum of Understanding that are otherwise available to the employee.

The LPF shall reserve the right to select the program and administrator for their post- employment health care needs. The LPF will indemnify and release the City from any and all liabilities associated with MERP participation.

The City's administrative responsibility to the MERP shall be limited to the coordination of payroll deductions and the remittance and reporting of contributions to the MERP administrator. The City shall not incur any direct administrative fees and will only consider a qualifying plan recognized under the Intemal Revenue Code.

Anrrcr,n XXIV - Srcx Ln.r,vn CorwnnsroN
A retiring employee will be able to convert unused sick leave to service credit for CaIPERS retirement pu{poses, per Government Code Section 20965. a
23 294
MOU - CITY OF LODIAND LPF 2026 -2028
AR.II€IE XXVI- Vtslo
Anrrcr,n XXVII - Sunvrvon BnNnrrrs
Zl?L-The City shall continue providing health benefits for the surviving spouse and minor dependent children, under the same terms and conditions provided prior to the death, of any member of the LPF who is killed or dies during the performance of their duties. Minor dependents shall continue to receive benefits under the coverage provided the surviving spouse or, if there is no surviving spouse, until the age of 2l years. Premiums will be paid at the current rate in effect at the time of the member's death. Premiums will continue to be paid by the City until such time as the surviving spouse is covered by other insurance or remarries, and for dependent children of the member killed in the line of duty until such time as either:
l. The dependent children are over the eligible age limit, or

2. The dependent children are covered under other alternative medical coverage provided by and through the surviving spouse or person who he/she marries. 24 295
MOU - CITY OF LODI AND LPF 2026 -2028
Chapter 4. Safetv
Anrrcr,r XXVEI - S,trnry Connnnrrrnn
2&.*-A six-member Joint Safety Committee shall be formed to include three members of the LPF. This committee shall be charged with reviewing and making proposed solutions to items relating to safety standards, equipment, procedures, clothing and other safety related matters.
25 296
MOU - CITY OF LODIAND LPF 2026 -2028
Chanter 5. Work Hours. Schedules. Meals
Anrrcr,n XXVIX- 56-Houn Wonx Wnnr
29-[-Work Schedule and FLSA Work Period
Employees assigned to a 56-hour work week shall work a schedule consisting of two on-duty 24-hour shifts in each six-day cycle.

For purposes of the Fair Labor Standards Act (FLSA), the City hereby affirms and continues its designation of a 24-dry work period, consistent with 29 U.S.C. $207(k). T+e€ied" Thisdesignationshallremainineffectunlessmodified
in writing.

Under the FLSA, the maximum number of non-overtime hours in each 24-day work period is one hundred eighty-two (182) hours. Hours worked in excess of 182 hours in a designated work period shall be treated as FLSA Overtime. A11 other overtime paid under this MOU shall be treated as Contractual Overtime.

For purposes of overtime calculations under the FLSA, sick leave, vacation leave, compensatory time, and holiday leave shall be counted as hours worked e*yfof_qygti!CI9 comnensation nurnoses- It shall be ted as contractual overtime andet to the extent required by law
D2-P ay Calculation Upon Separation
If an employee assigned to a 56-hour work week schedule separates from employment during a two-week payroll cycle, the employee's pay for that cycle shall be computed by multiplying the number of days between the first day of the payroll cycle and the last shift worked by eight (8) hours, or the number of hours actually worked in that payroll cycle, whichever is greater.

Z+3-fulffiin ist{ati,ve @ Schedule
The shall be assigned to a 4O-hour work week. All
holiday, vacation, and sick leave benefits for this position shall be based on a 40-hour schedule rather than a 56-hour schedule.
}94-Conversion of Leave Balances Between 4O-Hour and 56-Hour Schedules Effective May 25,2015, the following formulas shall be used to convert accrued leave balances when an employee moves between a 4O-hour work week and a 56-hour work week:
. Conversion from 40 to 56 hours: multiply by 1.4
. Conversion from 56 to 40 hours: multiply by 0.7143
Thereafter, leave accruals shall be earned based on the employee's assigned work schedule.

Anrrcr,r XXVIIX - Snrrr Tnmns
3e.4-It is mutually agreed that each employee may trade shifts. 26 297
MOU - CITY OF LODIAND LPF 2026 -2028
-A
firefighter while on initial probation may initiate shift trades for a hardship, in writing, with approval from their Captain and Battalion Chief. Shift trades for probationary firefighters are acceptable for attendance at approved training classes or seminars only.

S€"3_lt is expressly understood that shift trades are requested by employees on a voluntary basis and are granted exclusively for employee convenience. 3FA shift trade commitment shall be considered the equivalent of the employee's regularly assigned work day. Any member of the bargaining unit who agrees to a shift trade, but fails to report to work the agreed shift without a valid excuse may be subject to disciplinary action. An employee who agrees to exchange time with another employee and who then fails to report to work the agreed time because of illness, or who reports, but leaves early due to illness, may be required to provide a doctor's note to verify the illness. 3S.4--In the event that the person who had agreed to work is unable to do so, he/she shall make the necessary arrangements to fulfill the obligation. This can be accomplished by:
trading with another employee meeting the shift trade requirements; forfeiting sick, holiday, compensatory time, or vacation time, whichever is appropriate based on department policy; or injury leave if appropriate.
27 298
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Chanter 6. Association/Citv Issues
Anrrcr,n XXIXI - Svrorruc lxn Dnucs
}lJ-Employees of the LPF are strictly prohibited from using tobacco of any kind while on duty or representing the City of Lodi in any capacity. Employees are also prohibited from regular or excessive use of tobacco on their personal time. Occasional personal use of tobacco is permitted.
312--The LPF shall be covered under the Drug-Free WorlElace policy and procedure. In addition, the LPF shall be covered under the Drug and Alcohol Testing policy and procedure with the exception of random testing. (Section 34520(e) of the California Vehicle Code exempts fire employees from the provisions of the Omnibus Transportation Employee Testing Act of 1991.)
31-.3-In the event an employee is involved in an accident while operating a City vehicle the employee shall not leave the scene of the accident until a determination for drug and/or alcohol testing has been made by the appropriate supervisor. 31-4-In the event an employee is being referred to drug and/or alcohol testing, the employee shall have the right to representation or a witness. The witness may include an on-duty employee, as long as there is no interference with business necessity. 3l-.5-Supervisors directing an employee to drug and/or alcohol testing shall document at the time of direction the reason(s) for such determination of the Reasonable Suspicion Test form, and present that form to the employee.
3l=6-The reporting of prescription medication being taken by an employee to his/her supervisor shall be kept in confidence.
3+3-In the event an employee's locker or storage area is to be searched, the employee shall have the right to representation or a witness. The witness may include an on-duty employee, as long as there is no interference with business necessity. 3l-8-If a member of the Fire Department has a drug, tobacco or alcohol problem or dependence, the City shall pay the difference between the employee's insurance and the cost of an appropriate rehabilitation program.

31.9 All supervisory employees, including those in the rank of Fire Captain, shall attend training on making a reasonable suspicion determination of being under the influence of drugs and/or alcohol, and the appropriate referral process. Such training shall be provided by the City of Lodi. Non-supervisory employees may attend the training provided that there is adequate attendance capacity, and that the cost of the training shall be borne by the employee.

Anrrcr,n XXX$ - Crry Rrcnrs
+-h is further understood and agreed between the parties that nothing contained in this MOU shall be construed to waive or reduce any rights of the City, which include, but are not limited to, the exclusive rights:
28 299
MOU - CITY OF LODIAND LPF 2026 -2028
0 to determine the mission of its constituent departments, commissions and boards; 0 to set standards ofservice;
0 to determine the procedures and standards of selection for employment; 0 to direct its employees; to maintain the efficiency of governmental operations; 0 to determine the methods, means and personnel by which government operations are to be conducted;
0 to take all necessary actions to carry out its mission in emergencies; and 0 to exercise complete control and discretion and the technology of performing its work.
322-City rights also include the right to determine the procedures and standards of selection for promotion, to relieve employees from duty because of lack of work or other legitimate reasons, to take disciplinary action, and to determine the content of job classifications; provided, however, that the exercise by the City of the rights in this paragraph does not preclude employees or their recognized employee organizations from filing grievances regarding the practical consequences that decisions on such matters may have on wages, hours or other terms and conditions of employment. 32'3-Per Side Letter dated September 14,2011: The Lodi Professional Firef,rghters (LPF) recognizes and accepts the City's right to determine the procedures and standards of selection for promotion. This recognition does not preclude the LPF from discussing with the City the LPF's point of view as it relates to the timeliness and necessity of promotions.

The merits of each promotion should be discussed by both parties with the intent of reaching an understanding. It is the LPF's contention that economics is one component and should not be the sole deciding factor when determining whether to promote or not. It is through joint discussions that the City and the LPF believe resolution can be found.

Anrrcr-n XXXIU - COMPLETE ACNNNVTNNT
3}J-The parties acknowledge that during the negotiations which resulted in this MOU, each had the unlimited right and opportunity to make demands and proposals with respect to any subject or matter not removed by law from the scope of negotiations, and that the understandings and agreements arrived at by the parties after the exercise of that right and opportunity are set forth in the MOU. Any other prior existing understanding or agreements by the parties, whether formal or informal, regarding any such matters are hereby superseded or terminated in their entirety.
332-Per the Side Letter signed on May 20,2004: Except as required by operationallor business necessity impacting City employees as a whole, there shall be no changes to the Rules for Personnel Administration during the term of this MOU. This does not prevent the parties from mutually agreeing to meet and confer over proposed changes to the Rules during the term of this MOU.

Anrrcr,n XXXIIV - CONCERTED ACTIVITIES

34.J-Represented employees agree that they shall not strike, withhold services, engage in "slowdowns" or oosick ins" or participate in any other form of concerted activity which is intended to or which does adversely affect job performance or rendering of City services. 29 300
MOU _ CITY OF LODIAND LPF 2026 -2028
An XXXIIIV - Euploynn RnpnnsnNTATroN
3+This Memorandum of Understanding (hereinafter referred to as "MOU") is entered into between representatives of the City of Lodi (hereinafter referred to as "City") and representatives of the Lodi Professional Firefighters (hereinafter referred to as "LPF").

The parties to this MOU acknowledge and agree that this MOU constitutes the result of meeting and conferring in good faith as contemplated by Section 3500 et seq. of the Government Code of the State of California, and further acknowledge and ugr". that all matters upon which the parties reached agreement are set forth in this MOU.

The terms and conditions of this MOU are applicable to those employees in those positions represented by the LPF of the City of Lodi, i.e., Firefighter I, Firefighter II, Fire Engineer, and Fire Captain. It is mutually agreed that wages, hours, and other terms and conditions of employment of such employees shall be as hereinafter set forth. Except as specifically stated in this Memorandum, all existing benefits currently being fumished to employees and all existing terms and conditions of employment are to continue in effect unless and until the parties meet and confer regarding a change in such existing benefits, terms or conditions of employment.

The terms and conditions of this MOU shall continue in effect during the term of this MOU.
35=2--The City and the LPF mutually agree that the City shall grant dues deduction to City employees who are members of the LPF in accordance with the terms and conditions set forth in Section 4, Rule 2 of City of Lodi Resolution No. 3344 entitled "Adopting Rules and Regulations to Implement Provisions of the Employee-Employer Relations Resolution." The LPF shall indemnifr, defend and hold the City of Lodi harmless against any claims made and against arry suit instituted against the City of Lodi on account of check-off of said employee organization's dues. In addition, the LPF shall refund to the City of Lodi any amounts paid to it in error upon presentation of supporting evidence.

Changes in the LPF membership dues rate shall be certified to the City, in writing, over the signature of the LPF President. The change shall be implemented as soon as practicable, but in no event later than thirty (30) days after the notification.

I}#LPF shall maintain exclusive representation rights during the term of this MOU.

Every employee covered by this MOU who is a member of LPF twenty (20) days after the signing of this MOU shall maintain his or her membership in good standing in accordance with the constitution and Bylaws of the LPF during the term of this Mou. 31-4-No employee covered by this Memorandum of Understanding shall be discriminated against by the City or by the Union with respect to any job benefrts or other conditions of employment accruing from this agreement because of union membership, non-membership in the union, race, color, sex, creed, national origin, marital status, disability or political affiliation. It is understood that violations of this section are not subject to arbitration. 35'5-The City shall make available a period of thi++y{30gi6Ly-.!59) minutes during each -_new
employee orientation session for the LPF to meet with newly hired employees in represented classifications. The purpose of this time shall be to 30 301
MOU _ CITY OF LODIAND LPF 2026 -2028
educate new employees regarding their rights, benefits, and responsibilities under this MOU and the benefits of LPF membership.

The specific date, time, and location of the LPF orientation session shall be coordinated between the Fire Chief and the LPF President.

The City shall provide the LPIPE with at leastten (10) calendar days' advance notice of the start date of any new hire into a represented classification. An exception to the ten (10)-day advance notice requirement may be made when an urgent operational need exists that is critical to City operations and not reasonably foreseeable.

The City and the LPMOLE acknowledge that this section fully satisfies the parties' obligations to meet and confer under Government Code Section 3557 conceming new employee orientation.
31'6-The City and LPF agree and understand that if any section of this MOU in any way conflicts with the terms and conditions of employment stated in other authorities, such as personnel rules, administrative policy and procedure manual, city resolutions, or city ordinances, any ambiguity shall be resolved in favor of the MOU language. If the MOU is silent on an issue, the current applicable document (i.e. policy manual) is controlling. 3L?-Beginning January I, 2014, and each January 1 thereafter, the Lodi Professional Firefighters Association will notiff the City of the hours to be deducted from each member's last pay check in February (not to exceed 10 hours annually) for the Union Leave Bank. The hours will be deducted from the employee's holiday leave bank. Requests to use another leave bank must be submitted to payroll two (2) weeks prior to the deduction date. If at any other point in the year a member chooses to donate additional hours to the Union Leave Bank, beyond the 10 hours, they will be allowed to do so on written notice to LPF and the Finance Division. Union Leave Bank hours may not exceed more than 600 hours on a yearly basis. The President of the Lodi Professional Firefighters shall designate members that can use the hours. Hours may be donated from member's vacation leave, holiday leave or compensatory time off. The Union Leave Bank shall be charged an equivalent amount of time required to cover the absence of the member utilizing the LPF bank, including any overtime required to cover the shift.

Anrrcr.n XXXIVI - Gnrnv.lNcE PRocEDURE
3#This grievance procedure shall be used to process and resolve disputes regarding the interpretation or application of any of the terms and conditions of this MOU, letters of understanding, and formal interpretations and clarifications executed by the LPF and the City.

The intent of this procedure is to resolve grievances informally at the lowest possible level and to provide an orderly procedure for reviewing and resolving grievances promptly.

The term "day" means a working day i.e. Monday through Friday excluding hxed City Hall closures.
31 302
MOU _ CITY OF LODI AND LPF 2026 -2028
A grievance is a good faith complaint of one or a group of employees or a dispute between the City and the LPF involving the interpretation, application, or enforcement of the express terms of this MOU and other express written terms and conditions of employment or clear past practices.

As used in this procedure, the term "party" means an employee, the LPF, the City or the authorized representatives of any party. The employee is entitled to representation through all the steps in this procedure.

Matters of discipline are to be handled exclusively in accordance with the provisions of section 36.4.
3#INFORMAL PROCEDURE
The informal procedure must be used as an initial step in all grievances. An employee or their representative having a grievance arising from employment in the municipal service shall seek adjustment of the grievance initially through verbal contact with their immediate supervisor within twenty (20) working days of the date of the action being grieved, or the date the grieving party became aware of the incident which is the basis of the grievance. The employee or hislher representative shall state the nature of the grievance and any pertinent information required for the supervisor to suffrciently investigate the incident and resolve the grievance. Should the immediate supervisor be unable to make a satisfactory adjustment, the employee or their representative may seek adjustment through verbal contact to the next higher level of supervision up to and including the Fire Chief. The time allowed between steps in this process is ten (10) working days. All verbal contacts shall be documented as to the date, time and place of the contact.

In matters involving disputes between two employees (including personality conflicts between and employee and hisftrer supervisor), the two employees should meet in an attempt to resolve their differences. If they cannot resolve the issues between themselves, the complaint procedure outlined in the Lodi Fire Department Policy Manual shall be used as the Informal Grievance Procedure.

Should the employee progress through the above steps and find that the Fire Chief is unable to make a satisfactory adjustment within the time frame given, or is a party to the grievance, the employee or his representative may seek adjustment through the Formal Grievance Procedure.
3#FORMAL PROCEDURE
An employee who has not received satisfactory adjustment through the use of the Informal Grievance Procedure may, within ten (10) working days of the last time deadline of the Informal Procedure, file a Formal Grievance. Initiation of the formal grievance procedure requires that the grievance be submitted in writing. The steps of the Formal Grievance Procedure are as follows:

Step A' Class Action Grievances or a Lodi Fire Department Grievance Form is filed with the Fire Chief. If satisfactory adjustment is not attained the employee 32 303
MOU - CITY OF LODI AND LPF 2026 -2028
or his/her representative may proceed to Step B within ten (10) working days.

Step B. Class Action Grievances or A Lodi Fire Department Grievance Form is filed with the City Manager. The City Manager or designee shall investigate the grievance and shall respond in writing within ten (10) working days. If satisfactory adjustment is not attained the employee or his representative may proceed to Step C within ten (10) working days.

Step C If the grievance is not resolved by the City Manager or designee, arbitration shall be the final level of appeal for grievances and discipline. It is agreed by both parties that the decision of the arbitrator is binding and final on both parties and that if this procedure is utilized all other avenues of appeal are waived. If arbitration is chosen the City must be notified by the grievant or hislher representative within fifteen (15) working days following the City Manager's decision.
within ten (10) working days after the request for arbitration is received by the City or atadate mutually agreed to by the parties, the parties shall meet to select an impartial arbitrator. If no agreement is reached at this meeting, the parties shall immediately and jointly request the State Conciliation and Mediation Service to submit to them a panel of five (5) arbitrators from which the City and the LPF shall alternately strike names until one (1) name remains; this person shall be the arbitrator. If the State Conciliation and Mediation Service cannot provide a list of five (5) arbitrators, the same request shall be made of the American Arbitration Association.

To iensure that the arbitration process is as brief and economical as possible, the following guidelines shall be adhered to:

An arbitrator may, upon mutual consent of the parties, issue a decision, opinion or award orally upon submission of the arbitration.

Both parties and the arbitrator may tape record the hearing There shall be no official transcript required; however, either party may utilize a court reporter at its own sole expense. The cost of a court reporter required by an arbitrator shall be shared equally by the parties.

4. The parties may agree to prepare a joint letter submitting the issue(s) in dispute. The letter shall present the matter on which arbitration is sought and shall outline the MOU provisions governing the arbitration. It may contain mutually agreed on stipulations of fact and it may be accompanied by any documents that the parties mutually agree shall be submitted to the arbitrator in advance of the hearing which may not necessarily be stipulations of fact. Further, if the parties mutually agree, the entire matter may be submitted to 1 2
J
33 304
MOU - CITY OF LODIAND LPF 2026 -2028
5 6.
7 arbitration for review without a hearing. Absent agreement to prepare a joint letter, the parties may submit separate letters.

The strict rules of evidence are not applicable but shall be of a type or kind relied upon by prudent people in the conduct of serious business and the hearing shall be informal.

The parties have the right to present and cross examine witnesses issue opening and closing statements, and file written closing briefs.

Testimony shall be under oath or affirmation.

The arbitrator may exclude testimony or evidence which he/she determines irrelevant or unduly repetitious.

The arbitrator may exclude witnesses and observers from the hearing at his or her discretion.

9. The arbitration hearing shall be held on the employer's premises.

10. The cost of arbitration shall be borne equally by the parties. However, the cost, if any, of cancellation or postponement shall be the financial responsibility of the party requesting such delay unless mutually agreed by the parties.

The decision, opinion, or award shall be based on the record developed by the parties before and during the hearing, unless otherwise agreed to by the parties. The decision shall be in writing and shall contain the crucial reasons supporting the decision and award.

The arbitrator has no power to add to, subtract from, or modifr the terms of the MOU or the written ordinances, resolutions, rules, regulations and procedures of the City, nor shall he/she impose any limitations or obligations not specifically provided for under the terms of the MOU. The arbitrator shall be without power or authority to make any decision that requires the City or management to do an act prohibited by law.

The arbitrator has no power to add to a disciplinary action.

The arbitrator's decision shall be final, binding, and precedential and the arbitrator's decision shall possess the authority to make an employee whole to the extent such remedy is not limited by law, including the authority to award back pay, reinstatement, and to issue an order to expunge the record ofall references to a disciplinary action if appropriate.

If the City believes that the matter is not arbitrable and/or not grievable, the matter shall be bifurcated. The parties shall select an arbitrator to hear the issue of arbitrability only. In the event that the 34 8
305
MOU - CITY OF LODIAND LPF 2026 -2028
arbitrator determines the matter to be arbitrable, the parties shall select a second arbitrator to hear the merits of the case.

By filing a grievance and processing it beyond the City Manager the grievant expressly waives any right to statutory remedies for the same contract remedies that were available through arbitration or to the exercise of any legal process other than is provided by the grievance/arbitration procedure for those contractual remedies under this contract. The process in a grievance beyond the City Manager shall constitute an express election on the part of the grievant that the arbitration procedure is the chosen forum for resolving the issues contained in the grievance, and that the grievant shall not resort to any other forum or procedure for resolution or review of the issues. The parties do not intend by the provisions of these paragraphs to preclude the enforcement of any arbitration award in any court of competent jurisdiction.

Allegedly discriminatory acts by the city may be addressed through the judicial system, DFEH, EEOC, and/or the City's internal complaint procedure system as provided by law. Allegedly discriminatory acts are not subject to this procedure.
3#GRIEVANCE INVOLVING A DISCIPLINARY ACTION
This section sets forth the exclusive means for grieving disciplinary actions in the form of a written reprimand, demotion, suspension or dismissal. In the event the employee wishes to challenge the City Manager's final decision on such discipline, the employee shall appeal the decision to binding arbitration, commencing with Step C of Article 34.3 of this MOU. All other, lesser forms of discipline shall be reviewable by the Fire Chief without a further right of appeal.

ARrrcr,n XXXV$ - YOFF PnOCnOUnn
3l-+-lt is mutually agreed by both parties that the layoff procedure, incorporated in the Policy and Procedure manual, dated May l, 1995 is included in this MOU by reference and it is further agreed that both parties interpret it to mean that time served in a higher level shall be counted at a lower level for pu{poses of determining order of layoff.

ARrrcr,n XXXVII - Pnysrclr, FrrNESs AND Wnr,r,Nnss PRocRAM Iucnxrrvr
3#--It is agreed that the physical fitness program shall be continued and shall meet the following goals:
fh€€i{y-
e4et+ne$as:-
35 306
MOU * CITY OF LODI AND LPF 2026 -2028
ltr*Wreen#Ee +$se{+ -e*-fitnex;--e#tl+ffi+i$/ts pe'r/b*ne44y*l+e-lAtk* ttnd--*tv e*tego t-i*e d* eeet- t lt*g+t* ag e *g'ou p,etwt-*ex- u - -'T&e
{l+ness**sses$*e*Ls*€hell -be perfomed Sy-jre.fbssis+lal .css€ssers @it'y,

3. - ffi-oS-exe+eis€ $ased,-er+-agpr--sex *+ld prcs€-n+ pb.s-iea{-€or}dkion-
4- --"* +*sviele -et+at$&bl€*ggek'M wou,t$-be--measwable dil.o$gh+heS+ness-assessrnent-pr€vid€d.
5,- *-P+evide-fsl*in-heuse-exereise-a€ti"vities-
6- Provide @e*-€affli$vasetilareo i+iel6"flex+bi+ity,-€rlp*s+rcngt$ebd.o.11Li.n&l strcnglh-1€+\-baeks+efigth"-€hcst leeps
@-
- -++-is-fu rther*g,reed+ha+-
l- +heg*ogt*n+*ha+l$e*+*ndatety-tbr-a$employees-i+++he'barg&$$i{+g"+}fttt- 2-The program shall be scheduled as a high priority item and work out times shall normally be available between 0800 and 1700 hours excluding lunch period and breaks. The City shall provide adequate equipment to carry out the intent of the program.
&-The equipment used for this program is not to be used by anyone other than City of Lodi Fire personnel.
4--Confidentiality of records shall be maintained for the protection of the employees.
38J-Employees in the bargeir+il+g,unit will be eligible for a Physical Fitness and Wellness Program Incentive of $50.00 per month, paid in the employee's regular payroll check on a bi-weekly basis, upon successfully passing an annual physical ability examination. The examination will be proctored by Human Resources. The LPF and City will collaborate on the components of the physical ability exam in order to be equivalent to the entry-level Candidate Physical Ability Test (CPAT) examination.

Employees must successfully pass each ability component within the prescribed time period to be eligible for the incentive. Employees who fail the initial examination will be allowed to re-test one time within 30 days of failing the examination. If the employee fails the re-test, the employee will not be eligible to re-test until the next scheduled annual examination.
36 307
MOU - CITY OF LODI AND LPF 2026 -2028
The City will initiatejhe fi*s+ examination aud it will be conducted in fa-ll of each year, the parties agree that is will be conducted
annuallythereafter,exceptforre-testingasstatedabove.M
eondt*etcd annually tlerea{ter; eNeept-fsr re"tcstingas-stateel absve, Employees who successfully pass the physical ability examination will receive the Wellness Program Incentive, effective the first of the pay period following successful completion of the examination.

Employees who fail the annual testing will lose the incentive until they successfully pass the physical ability examination.

An employee's participation in the Wellness Program Incentive is completely voluntary/ optional and shall not be punitive.

This incentive qualifies as reportable compensation under "Physical Fitness Program Incentive Pay." (See 2 CCR sections 571 and 571.1.) Anrrcr,n XXXVIX - Pnon^lTION
2C) 1 D-^L^+:^-^-., D^-:^lr rvvqLrvlrqrJ r vrrvu
be ectto a 12- probationary period f€r-ne\idy+ire+
ofthe academ
probationar)' period. new hire employees shall 080I
be he
inugr*s_
entitled to sick leave benefits@
Employees are
eligible for merit
hire.
of -SIX
2O .) T T-^ ^S T ^^-,^ I-\,,;-^ D-^L^+.:^*vov vr lvsvv uvLrLrb r rvvgM Employees on initial probation may not utilize vacation accruals.

Wion

2.O /l A ^^^^l D:^L+^/ rl/l/vsr r\r6rrcu
-Probationary
releases are appealable only to the extent required by law 37 308
MOU - CITY OF LODI AND LPF 2026 -2028
Emnlovees who are will be subiect to a l2-month nro Deriod effective date of
shall be entitled to sick leave benefits.

ARTICLE XXXVIIIIJ - Mrscnr,r,ANEous
4l=l-LPF and the City of Lodi will meet and confer on entry level minimum qualifications ARTICLE XXXIXLT- PnnsoNNEL FILES
42J-Employees shall be provided a copy of all performance related memoranda (including performance evaluations) placed in their official personnel file which is retained in the Human Resources Department. Personnel files shall be kept in a secured location.

Items that are to be removed shall be returned to the employee for disposition.

Affected employees shall be provided a copy of adverse comments placed in their personnel and/or administrative file. No employee shall have any adverse comments placed in hisiher file without f,rrst reading and signing indicating awareness of such adverse comments and placement in their personnel andlor administrative file. Should an employee refuse to sign, the adverse comments will nevertheless be placed in his/her file. An employee shall have thirty (30) days within which to file a written response to any adverse comments entered into hisftrer official personnel file. Such written response shall be attached to and shall accompany the adverse comments. Upon written request of the employee, adverse comments in the personnel file shall be removed in accordance with the timelines prescribed below.

An employee shall be permitted at any time during regular office hours of the Human Resources Department to inspect his/her personnel file, provided notice is given to the Department which is sufficient to allow it up to three (3) of its working days to make the files available. He/she may also authorize, in writing, the Union representative to also inspect his/her personnel file provided the same advance notice is given. Such reviews shall be made in the Human Resources Department subject to the presence of a member of the Human Resources Department.

Any matters not in the official personnel file or referred to in the ofhcial personnel file shall not be used as the basis of discipline. Material in personnel files shall be regarded as confidential and disclosed only in accordance with provisions of this MOU and applicable law. Material contained in the employee's administrative file and personnel file shall be removed and destroyed at the employee's request no earlier than five (5) years after the date of discipline, unless litigation relating to such materials is pending. In the case of pending litigation, the potentially relevant material shall be retained in the files until the matter has been fully and finally adjudicated or until at least five (5) years have passed since the materials was placed in the file, whichever occurs later.

All documented disciplinary actions shall be removed from the employee's official personnel file and the Fire Department's administrative file at the employees request in accordance with the table below.
38 309
MOU - CITY OF LODIAND LPF 2026 -2028
This Article shall always be in compliance with the Firefighters Procedural Bill of Rights Act (FBOR), as set forth in Govemment Code Sections 3255-3256, inclusive, and all other applicable provisions of California law. Any conflict between this Article and FBOR, will be resolved in favor of the provisions of FBOR, as it may from time to time be amended.

Civilian employees shall not be granted any additional rights under the Firefighters Procedural Bill of Right Act beyond those stated in this Article.

Qz_Document Retention
The following table reflects the time period each documented level of discipline shall be retained in the employee's personnel file:

The City shall not maintain any file that the employee does not have access to, nor shall any file be kept beyond the above timeframes except in instances where the material is subject to pending litigation as set forth in Section 42.1. 4?.3-Should the City request to meet and confer over changes to this section, the LPF agrees to engage in discussions.

Letter of Discussion 2 Years from Date of Discipline
Oral Counseling 2 Years from Date of Discipline
Written Reprimand 2 Years from Date of Discipline
Pay Step Reduction 3 Years from Date of Discipline
Suspension Without Pay 3 Years from Date of Discipline
Demotion 5 Years from Date of Discipline
39 310
MOU - CITY OF LODI AND LPF 2026 -2028
TO EFFECTUATE THIS MOU, the parties have caused their duly authorized representatives to execute this MOU as of the date first written above.

LODI PROFES SIONAL FIREFIGHTERS
Trevor Lambert
_________James Lindsay
Fire Captain
Ryan Wentz
Fire Captain
Kristina Wicker-Estes
Patrick Clark
Labor Relations Consultant
Mastagni Holstedt, APC

CITY OF LODI

A MUNICIPAL CORPORATION
Interim City Manager
Cristina Gonzales
Interim Human Resources Manager
Chief Negotiator
APPROVED AS TO FORM:

Katie O. Lucchesi, City
ATTEST:

Olivia Nashed, City Clerk
40 311
MOU _ CITY OF LODI AND LPF 2026 -2028
Exhibit A - Salary Schedule
Lodi Professional Firefishters
S Schedule Effective J 6,2025
Schectrle Effective J 4 2027 - 37o Cost of
S Sclredule Effective J 3 2W8 - 3%o Cost of A tmerrt
Job Class Position Step 0 Step I Step 2 Step 3 Step 4
?;ooo Firefrghter l - ll2 79A41.89
6001 Firefiglrter I - 80 79,44L.99
60a2 Filefiglrter II - lLz 87,5M.11 9t,963.25 9656t.23 101,389.43 106,458.71 6003 Filefiehter II - 80 87,584. I I 9r,963.25 96,561.23 101,389.43 106y'58.71 6020 Fit'e Engineer - 80 101,390.38 106,459.83 rn,782.87 117,372.01 r23240.s0 602r Fire Engineer - lt? 101,390.38 106,459.83 111,782.87 117,372.0t t23240.s0 6040 Fire Captain - 112 1I7,372.01 123240.s0 r29,402.48 135,872.36 t42,666.28 6041 File Captaiu - 80 117,372.01 123,240.50 129AA2.48 135,872.36 t42,666.28 Job Class Position Step 0 Step I Step 2 Step 3 Step 4
6000 Firefiglrter I - ll2 81,825.15
6001 Firefighter I - 80 81,825.15
6002 FilefiglrterII-l12 90,211.36 94,72r.93 99Asg.02 104,430.93 r09,652.47 6003 Firefreher II - 80 90,211.36 94,72r.93 99A58.02 104,430.93 109,652.47 6020 Fire Engineer - 80 104,431.97 109,653.57 115,136.25 120,893.06 t26,937.72 6021 Fire Eneineer - 112 104,43t.97 109,653.57 I15,136.25 120,893.06 t26,937.72 6040 Fire Captain - 112 120,893.06 126,937.71 133,284.60 139,948.83 146,946.27 6041 Fire Captain - 80 120,893.06 126,937.71 133,284.60 139,948.83 146,946.27 Job Class Position Step 0 Step I Step 2 Step 3 Step 4
6ooo Firefrglrter | - ll2 84,279.90
'ooot Firefighter I - 80 84,279.90
'aooz Firefighter II - 112 92,917.70 97,563.59 1U,441.76 107,563.85 lr?,942.05 6oo: Filefrglrter II - 80 92,917.70 97,563.59 r02A41.76 107,563.85 112,942.05 'aozo Fire Engineer - 80 107,564.93 112,943.I8 I18,590.34 124,519.85 130,745.85 602r File Engineer - 112 t07.564.93 I 12,943.18 118,590.34 124,519.85 130,745.85 6040 File Captain - 112 124,519.95 130,745.84 137283.t4 144,t47.29 151,354.66 604r Fire Captain - 80 t24,519.85 130,745.84 137,283.14 r44,147.29 151,354.66 41 312
RESOLUTION NO. 2026-__

A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE LODI

PROFESSIONAL FIREFIGHTERS MEMORANDUM OF UNDERSTANDING
EFFECTIVE JANUARY 1, 2026 THROUGH DECEMBER 31, 2028
========================================================================

WHEREAS, representatives from the City and the Lodi Professional Firefighters (LPF) have bargained in good faith and reached a tentative agreement on a successor Memorandum of Understanding (MOU); and

WHEREAS, it is recommended that Council approve the MOU with LPF which provides for the following:

 The term of the MOU shall be from January 1, 2026, through December 31, 2028  A one-time Three percent (3%) Off Salary Schedule Payment (OSSP) of base salary, for all LPF classifications, paid as soon as administratively possible;  Three percent (3%) cost-of living increase effective January 4, 2027;  Three percent (3%) cost-of-living increase effective January 3, 2028;  Effective December 22, 2025, City shall contribute an amount equal to 90% of the premium cost of the lowest-cost CalPERS HMO plan available in the zip code 95240 toward each eligible employee’s health insurance coverage by enrollment category, employees who select plans that cost more than the City’s contribution shall pay the difference through payroll deduction;
 Increase bilingual stipend from $150 per month to $200 per month; effective the first pay period following council approval of the MOU;
 Increase Longevity pay – the percentage-based longevity pay incentive would take effect Decembe r 22, 2025, and would be paid on a per pay period basis, at the following rates:
o 10 years - 2.5%
o 20 years - 5%
 Reduce CalPERS employee cost-sharing contribution by three percent (3%), effective July 6, 2026:
o Classic employee contribution – 12% total (9% employee share + 3% cost- sharing of employer’s share)
o PEPRA Contribution – 12% or 50% of normal cost
 MOU Clean Up:
o Tuition Reimbursement – Amend eligibility period for tuition reimbursement to allow employees to be eligible for tuition reimbursement after s ix months of full-time employment.
o Miscellaneous clean up items (PERS language, cafeteria plan, etc.)  Incorporate Side Letter agreements into MOU:
o Paramedic Incentive
o Holiday Leave
o Department Sanctioned Teams

NOW, THEREFORE, BE IT RESOLVED, that the Lodi City Council does hereby approve the Memorandum of Understanding ( included herein as Attachment 1 ) between the City of Lodi and Lodi Professional Firefighters, effective January 1, 2026 through December 31, 2028, a clean version (redlines accepted) of which shall be executed by the parties. 313
Date: March 18, 2026
========================================================================

I hereby certi fy that Resolution No. 2026-__ was passed and adopted by the Lodi City Council in a regular meeting held on March 18, 2026, by the following vote:

AYES: COUNCIL MEMBERS –

NOES: COUNCIL MEMBERS –

ABSENT: COUNCIL MEMBERS –

ABSTAIN: COUNCIL MEMBERS –

OLIVIA NASHED
City Clerk

2026-___
314
AGENDA ITEM G.2

COUNCIL COMMUNICATION
AGENDA TITLE:

Adopt a Resolution Approving the Memorandum of Understanding Between the City of Lodi and the AFSCME - General Services for the Period January 1, 2026 through December 31, 2028 (IS - HR) MEETING DATE:

March 18, 2026
PREPARED BY:

Human Resources
RECOMMENDED ACTION:

Adopt a Resolution Approving the Memorandum of Understanding Between the City of Lodi and the AFSCME - General Services for the Period January 1, 2026 through December 31, 2028.

BACKGROUND INFORMATION:

Representatives from the City of Lodi and the AFSCME - General Services (AFSCME-GS) have been bargaining over a successor Memorandum of Understanding (MOU) for the past five months and have reached a tentative agreement, subject to Council approval.

The proposed version of the MOU is attached as Attachment 1 for Council review and approval. A summary of the key changes to the MOU are as follows:
• The term of the MOU shall be from January 1, 2026 through December 31, 2028. • All employees to receive a 3% one-time off-salary-schedule payment (OSSP). OSSP will be calculated based upon 1-year of employee’s base rate as soon as administratively possible. • Effective January 5, 2026 the City shall implement the January 1, 2026 compensation study by providing for equity increases for classifications deemed below market over two years as follows:
o Year 1: Comp Study Equity increase: Up to 5% or ½ equity increase, whichever is greater, pursuant to January 1, 2026 comp study, total compensation. o Year 2: Comp Study Equity increase: Employee shall receive remainder of equity increase, the portion not implemented in year 1.
• Classifications determined to be “over market” pursuant to the January 1, 2026 comp study, total compensation, shall be Y-rated.
• Three percent (3%) cost-of-living increase effective January 4, 2027 or Y-rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%). • Three percent (3%) cost-of-living increase effective January 3, 2028 or Y-rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%). • City shall pay up to 90% of the medical premium, by enrollment category, for the lowest cost HMO plan available in the zip code 95240, effective December 22, 2025. • Bilingual Pay to increase to $200 per month, effective the first pay period following City Council approval.
• Employees is the classifications of Permit Technician, Sr. Permit Technician, Community Improvement City of Lodi Printed on 3/12/2026Page 1 of 3
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Officer I/II, Senior Community Improvement Officer are eligible for the following incentives:
• Residential Building Inspector Certificate (B1) $40 per month • Commercial Building Inspector Certificate (B2) $60 per month • Commercial Plans Examiner (B3) $60 per month
• Residential Plans Examiner (R3) $40 per month
• Employees in the classification of Building Inspector I/II are eligible for the following incentives:
• Commercial Building Inspector Certificate $60 per month • Residential Plans Examiner Certificate (R3) $40 per month • Commercial Plans Examiner Certificate (B3) $60 per month • Employees in the classifications of Senior Building Inspector are eligible for the following incentives:
• Commercial Plans Examiner Certificate (B3) $60 per month • Notary Public Incentive to increase to $80 per month, effective the first pay period following Council approval.
• Dental and Orthodontia Insurance: Increase the annual maximum benefit from $1250 to $1500 for each family member enrolled in the dental plan per calendar year. Orthodontia benefits increase up to a lifetime cap of $1500 for each person covered under the plan. • Add Longevity pay - the percentage-based longevity pay incentive would take effect December 22, 2025, and would be paid on a per pay period basis starting the December 22, 2025, at the following rates:
• 10 years - 2.5%
• 20 years - 5%
• Eliminate CalPERS employee cost-sharing contribution, effective July 6, 2026. • MOU Clean Up:
• Tuition Reimbursement - Amend eligibility period for tuition reimbursement to allow employees to be eligible for tuition reimbursement after six months of full-time employment.
• Miscellaneous clean up items (PERS language, cafeteria plan, etc.) Both the City and the General Services recognize the importance of offering competitive salary and benefit packages to recruit and retain qualified employees for these important positions.

Staff recommends that the Council approve the MOU between the City and AFSCME - General Services.

FISCAL IMPACT:

The total cost of the term of the agreement is $2,785,000 as shown below.

Calendar Year 2026 $519,
000
Calendar Year 2027 $1,05
3,000
Calendar Year 2028 $1,21
3,000
Total Cost (3 years) $2,78
5,000
FUNDING AVAILABLE:

Budget adjustments for these and other compensation increases for City employees needed in Fiscal Year City of Lodi Printed on 3/12/2026Page 2 of 3
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COUNCIL COMMUNICATION
2026/27 were included in the mid-year budget adjustment approved by Council in February.

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RESOLUTION NO. 2026-__

A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE AFSCME –

GENERAL SERVICES MEMORANDUM OF UNDERSTANDING EFFECTIVE JANUARY 1, 2026 THROUGH DECEMBER 31, 2028
========================================================================

WHEREAS, representatives from the City and the AFSCME – General Services (AFSCME-GS) have bargained in good faith and reached a tentative agreement on a successor Memorandum of Understanding (MOU); and

WHEREAS, it is recommended that Council approve the MOU with AFSCME-GS which provides for the following:
 The term of the MOU shall be from January 1, 2026 through December 31, 2028;  A one-time Three percent (3%) Off Salary Schedule Payment (OSSP) of base salary, for all AFSCME-GS classifications, paid as soon as administratively possible;  Effective January 5, 2026 the City shall implement the January 1, 2026 compensation study by providing equity increases for classifications deemed below market over two years as follows:
o Year 1 : Comp Study Equity increa se: Up to 5% or ½ of equity increase, whichever is greater, pursuant to January 1, 2026 comp study, total compensation;
o Year 2 : Comp Study Equity Increase: Employee shall receive remainder of equity increase, the portion not implemented in year 1;  Classifications determined to be “over market” pursuant to the January 1, 2026 comp study, total compensation, shall be Y -rated and will not receive an equity increase;
 Three percent (3%) cost -of living increase effective January 4, 2027 or Y -rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%);
 Three percent (3%) cost -of-living increase effective January 3, 2028 or Y -rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%);
 Effective December 22 , 2025, City shall contribute an amount equal to 90% of the premium cost of the lowest-cost CalPERS HMO plan available in the zip code 95240 toward each eligible employee’s health insurance coverage by enrollment category, employees who select plans that c ost more than the City’s contribution shall pay the difference through payroll deduction;
 Increase bilingual stipend from $150 per month to $200 per month effective the first pay period following council approval of the MOU;
 Increase Notary Public incentiv e to $80 per month effective the first pay period following council approval of the MOU;
 Employees in the classifications of Permit Technician, Sr. Permit Technician, Community Improvement Officer I/II, Senior Community Improvement Officer are eligible for the following incentives:
o Residential Building Inspector Certificate (B1) $40 per month o Commercial Building Inspector Certificate (B2) $60 per month o Commercial Plans Examiner (B3) $60 per month
o Residential Plans Examiner (R3) $40 per month
 Employees in the classification of Building Inspector I/II are eligible for the following incentives:
o Commercial Building Inspector Certificate $60 per month o Residential Plans Examiner Certificate (R3) $40 per month 401
o Commercial Plans Examiner Certificate (B3) $60 per month  Employees in the classifications of Senior Building Inspector are eligible for the following incentives:
o Commercial Plans Examiner Certificate (B3) $60 per month  Add Longevity pay – the percentage-based longevity pay incentive would take effect December 21, 2026, and would be paid on a per pay period basis, at the following rates:
o 10 years - 2.5%
o 20 years - 5%
 Dental and Orthodontia Insurance: Increase the annual maximum benefit from $1250 to $1500 for each family member enrolled in th e de ntal plan per calendar year. Orthodontia benefits increase up to a lifetime cap of $1500 for each person covered under the plan, as soon as administratively possible;  Eliminate CalPERS employee cost-sharing contribution, effective July 6, 2026;  MOU Clean Up:
o Tuition Reimbursement – Amend eligibility period for tuition reimbursement to allow employees to be eligible for tuition reimbursement after six months of employment.
o Miscellaneous clean up items (PERS language, cafeteria plan, etc.)

NOW, THEREFORE, BE IT RESOLVED, by the City Council does hereby approve the attached Memorandum of Understanding ( Attachment 1 ) between the City of Lodi and AFSCME-GS, effective January 1, 2026 through December 31, 2028.

Date: March 18, 2026
========================================================================

I hereby certi fy that Resolution No. 2026-__ was passed and adopted by the Lodi City Council in a regular meeting held on March 18, 2026, by the following vote:

AYES: COUNCIL MEMBERS –

NOES: COUNCIL MEMBERS –

ABSENT: COUNCIL MEMBERS –

ABSTAIN: COUNCIL MEMBERS –

OLIVIA NASHED
City Clerk

2026-___
402
AGENDA ITEM G.3

COUNCIL COMMUNICATION
AGENDA TITLE:

Adopt a Resolution Approving the Memorandum of Understanding Between the City of Lodi and the AFSCME - Maintenance and Operators for the Period January 1, 2026 through December 31, 2028 (IS - HR) MEETING DATE:

March 18, 2026
PREPARED BY:

Human Resources
RECOMMENDED ACTION:

Adopt a Resolution Approving the Memorandum of Understanding Between the City of Lodi and the AFSCME - Maintenance & Operators for the Period January 1, 2026 through December 31, 2028.

BACKGROUND INFORMATION:

Representatives from the City of Lodi and the AFSCME Maintenance and Operators (AFSCME-M&O) have been bargaining over a successor Memorandum of Understanding (MOU) for the past five months and have reached a tentative agreement, subject to Council approval.

The proposed version of the MOU is attached as Attachment 1 for Council review and approval. A summary of the key changes to the MOU are as follows:
• The term of the MOU shall be from January 1, 2026 through December 31, 2028.
• All employees to receive a 3% one-time off-salary-schedule payment (OSSP). OSSP will be calculated based upon 1-year of employee’s base rate as soon as administratively possible. • Effective January 5, 2026 the City shall implement the January 1, 2026 compensation study by providing for equity increases for classifications deemed below market over two years as follows:
o Year 1: Comp Study Equity increase: Up to 5% or ½ equity increase, whichever is greater, pursuant to January 1, 2026 comp study, total compensation. o Year 2: Comp Study Equity increase: Employee shall receive remainder of equity increase, the portion not implemented in year 1.
• Classifications determined to be “over market” pursuant to the January 1, 2026 comp study, total compensation, shall be Y-rated.
• Three percent (3%) cost-of-living increase effective January 4, 2027 or Y-rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%). • Three percent (3%) cost-of-living increase effective January 3, 2028 or Y-rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%). • City shall pay up to 90% of the medical premium, by enrollment category, for the lowest cost HMO plan available in the zip code 95240, effective December 22, 2025. • Bilingual Pay to increase to $200 per month, effective the first pay period following City Council approval.
• Education Incentive pay to increase to $50 per month per. An employee can earn education incentive City of Lodi Printed on 3/12/2026Page 1 of 2
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• Education Incentive pay to increase to $50 per month per. An employee can earn education incentive pay up to a combined maximum of $250 per month.
• Dental and Orthodontia Insurance: Increase the annual maximum benefit from $1250 to $1500 for each family member enrolled in the dental plan per calendar year. Orthodontia benefits increase up to a lifetime cap of $1500 for each person covered under the plan. • Eliminate CalPERS employee cost-sharing contribution, effective July 6, 2026. • MOU Clean Up:
o Tuition Reimbursement - Amend eligibility period for tuition reimbursement to allow employees to be eligible for tuition reimbursement after six months of full-time employment. o Miscellaneous clean up items (PERS language, cafeteria plan, etc.) Both the City and AFSCME - Maintenance and Operators recognize the importance of offering competitive salary and benefit packages to recruit and retain qualified employees for these important positions.

Staff recommends that the Council approve the MOU between the City and AFSCME - Maintenance and Operators.

FISCAL IMPACT:

The total cost of the term of the agreement is $3,692,000 as show below.

Calendar Year 2026 $706,000
Calendar Year 2027 $1,390,000
Calendar Year 2028 $1,596,000
Total Cost (3 years) $3,692,000
FUNDING AVAILABLE:

Budget adjustments for these and other compensation increases for City employees needed in Fiscal Year 2026/27 were included in the mid-year budget.

City of Lodi Printed on 3/12/2026Page 2 of 2
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RESOLUTION NO. 2026-__

A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE AFSCME –

MAINTENANCE AND OPERTAORS MEMORANDUM OF UNDERSTANDING
EFFECTIVE JANUARY 1, 2026 THROUGH DECEMBER 31, 2028
========================================================================

WHEREAS, representatives from the City and the AFSCME – Maintenance and Operators (AFSCME-M&O) have bargained in good faith and reached a tentative agreement on a successor Memorandum of Understanding (MOU); and

WHEREAS, it is recommended that Council approve the MOU with AFSCME - M&O which provides for the following:
 The term of the MOU shall be from January 1, 2026 through December 31, 2028;  A one-time Three percent (3%) Off Salary Schedule Payment (OSSP) of base salary, for all AFSCME - M&O classifications, paid as soon as administratively possible;
 Effective January 5, 2026 the City shall implement the January 1, 2026 compensation study by providing equity increases for classifications deemed below market over two years as follows:
o Year 1 : Comp Study Equity increase: Up to 5% or ½ of equity increase, whichever is greater, pursuant to January 1, 2026 comp study, total compensation;
o Year 2 : Comp Study Equity Increase: Employee shall receive remainder of equity increase, the portion not implemented in Year 1;  Classifications determined to be “over market” pursuant to the January 1, 2026 comp study, total compensation, shall be Y -rated and will not receive an equity increase;
 Three percent (3%) cost -of living increase effective January 4, 2027 or Y -rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%);
 Three percent (3%) cost -of-living increase effective January 3, 2028 or Y -rated employees will receive a combination of COLA/OSSP not to exceed three percent (3%);
 Effective December 22, 2025, City shall contribute an amount equal to 90% of the premium cost of the lowest-cost CalPERS HMO plan available in the zip code 95240 toward each eligible employee’s health insurance coverage by enrollment category, employees who select plans that cost more than the City’s contribution shall pay the difference through payroll deduction;
 Increase bilingual stipend from $150 per month to $200 per month effective the first pay period following council approval of the MOU;
 Education Incentive pay to increase to $50 per month up to a combined maximum of $250 month;
 Dental and Orthodontia Insurance: Increase the annual maximum benefit from $1250 to $1500 for each family member enrolled in the dental plan per calendar year. Orthodon tia benefits increase up to a lifetime cap of $1500 for each person covered under the plan, as soon as administratively possible;  Eliminate CalPERS employee cost-sharing contribution, effective July 6, 2026;  General MOU Clean Up:
o Tuition Reimbursement – Amend eligibility period for tuition reimbursement to allow employees to be eligible for tuition reimbursement after six months of employment.
o Miscellaneous clean up items (PERS language, cafeteria plan, etc.) 487

NOW, THEREFORE, BE IT RESOLVED, by the City C ouncil does hereby approve the attached Memorandum of Understanding ( Attachment 1 ) between the City of Lodi and AFSCME-GS, effective January 1, 2026 through December 31, 2028.

Date: March 18, 2026
========================================================= ===============

I hereby certi fy that Resolution No. 2026-__ was passed and adopted by the Lodi City Council in a regular meeting held on March 18, 2026, by the following vote:

AYES: COUNCIL MEMBERS –

NOES: COUNCIL MEMBERS –

ABSENT: COUNCIL MEMBERS –

ABSTAIN: COUNCIL MEMBERS –

OLIVIA NASHED
City Clerk

2026-___
488
AGENDA ITEM G.4

COUNCIL COMMUNICATION
AGENDA TITLE:

Fiscal Year 2025/26 Electric Utility Quarterly Financial Update Report (EU) MEETING DATE:

March 18, 2026
PREPARED BY:

Melissa Price, Assistant Electric Utility Director
RECOMMENDED ACTION:

Receive Electric Utility Financial Update Report for the first and second quarters of Fiscal Year 2025/26.

BACKGROUND INFORMATION:

The Fiscal Year 2025/26 Financial Update Report, through December 31, 2025, is included as an attachment and a highlight of activities and progress is outlined below. Overall, LEU maintains a strong financial position, operates within budget constraints and remains well positioned to continue maintenance and operations efforts.

Electric Utility Financial Highlights
· REVENUE is stable tracking at 55 percent of budget.
ü Energy sales are tracking at 56 percent of budget. Typically, energy sales tend to track higher during the early, warmer months of the fiscal year (i.e., July-September). · EXPENSES are tracking at 56 percent of budget halfway through the year. ü It is important to note that two transfers to the General Fund, namely Cost of Service and the PILOT, are transferred in full at 100 percent of budget once at the beginning of each Fiscal Year.
ü Non-power operating expenses are tracking at 45 percent of budget. ü Power supply costs are tracking at 54 percent of budget and were revised upward as part of the midyear budget review process with cost increases primarily attributed to higher power generation costs associated with lower market prices leading to less plant revenue to cover fixed costs.
ü Capital outlay expenses are tracking at 27 percent of budget. Primary efforts have been focused on inspection efforts and underground/overhead maintenance activities as well as substation upgrade/maintenance work associated with the electric distribution system. · RESERVES, as of December 31, 2025, totaled approximately $43.7 million. These reserves are used to fund pay-as-you-go capital improvement and system maintenance projects as well as provide funding, when needed, for business related areas of risk such as market power volatility and the cost of replacement power during dry year conditions for which costs cannot reasonably be forecasted and budgeted.
· CAPITAL IMPROVEMENT PROJECTS includes nearly $20 million over 5 years for capital improvement efforts. The projects listed are included in the City’s current Capital Improvement City of Lodi Printed on 3/11/2026Page 1 of 2
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COUNCIL COMMUNICATION
improvement efforts. The projects listed are included in the City’s current Capital Improvement Program included in the adopted budget.
5-YEAR FINANCIAL FORECAST indicates sufficient reserves through Fiscal Year 2029, based on current forecasted assumptions. LEU anticipates a needed inflationary level adjustment in Fiscal Year 2030 with the last base rate adjustment implemented July 1, 2024.

FISCAL IMPACT:

There is no fiscal impact from the preparation of this report.

FUNDING AVAILABLE:

Adequate funding is available in the Fiscal Year 2025/26 budget, as amended by Council action from time to time, for the items in this report. All data is presented as current as of the date(s) obtained from the City’s financial reporting system.

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Electric Utility Department
FY 26 Q1/Q2 Financial Update
(Ending December 31, 2025)
March 18, 2026
491

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Lodi City CouncilMarch 18, 2026

Lodi City Council
March 18, 2026