AGENDA TITLE:
title
Adopt a Resolution Authorizing Procurement Cards to Specified Positions and Rescinding Resolution 2025-157 (IS - BUD)
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MEETING DATE:
July 1, 2026
PREPARED BY:
Jennelle Baker-Bechthold, Budget Manager
recommendation
RECOMMENDED ACTION:
Adopt a resolution authorizing the issuance of procurement cards to specified positions and rescinding Resolution 2025-157.
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BACKGROUND INFORMATION:
The City’s procurement card program began in 2011 through participation in the State of California’s Purchase Card Program (CAL-Card). CAL-Card is a VISA purchasing card provided through a State-leveraged procurement agreement and made available to participating government agencies. Pursuant to Lodi Municipal Code Section 3.20.135, “Procurement Cards,” the City Council must approve, by resolution, the issuance of procurement cards to specified staff positions to support efficient City operations. In September 2025, the City Council approved the issuance of CAL-Cards to 112 positions through Resolution 2025-157 (Attachment 2).
Staff recommends updating four positions and adding three positions to the approved list to ensure equipment and supplies can be purchased in an efficient and controlled manner. The proposed positions are included in Attachment 1 and represent the positions authorized to hold procurement cards. Proposed changes are shown in bold italic type. The City Manager is authorized to issue cards to incumbents and establish card limits in accordance with the parameters outlined in the Lodi Municipal Code.
The current CAL-Card policy states: “The Cal-Card is intended for the sole use of the Cardholder whose name is printed on the card. It is the responsibility of the Cardholder to ensure the Cal-Card is not used by any unauthorized individuals.” Staff is requesting authorization for additional three Cal-Card positions to align purchasing authority with operational responsibilities and ensure compliance with the City's Cal-Card Policy. The additional authorized positions will reduce reliance on a limited number of cardholders, improve operational efficiency, and ensure that purchases are made only by the employee whose name appears on the card, as required by policy.
The proposed changes are summarized below:
• Remove the Assistant City Manager position and replace it with the newly established Administrative Services Director position.
• Add the Administrative Assistant position for the Community Development and Electric Utility Departments as an authorized Cal-Card holder. This position serves as the primary administrative support for both departments and is responsible for ordering office and operational supplies, processing routine purchases, and coordinating required public hearing notices. Requiring purchases to be routed through management staff creates inefficiencies, delays procurement of needed supplies, and can impact the timely publication of legally required notices. Authorizing this position as a Cal-Card holder will improve operational efficiency while ensuring compliance with the City's Cal-Card Policy, which requires purchases to be made by the individual whose name appears on the card.
• Update the Librarian classification to Librarian I/II to accurately reflect the position title.
• Add the Animal Services Manager and update the title for the Senior Administrative Clerk positions within the Police Department. The Animal Services Manager is the on-site administrative staff member responsible for ordering departmental supplies. Currently, purchase requests must be routed through other staff, resulting in delays in ordering and receiving goods. The Senior Administrative Clerk designation updates the former Senior Police Administrative Clerk title.
• Correct an administrative oversight in the Public Works Department authorized Cal-Card holder listing. The Fleet Superintendent position was inadvertently listed twice in the approved position inventory. One of those entries should have been identified as the Fleet Supervisor position. This amendment corrects the listing and aligns the authorized position inventory with the Department's actual organizational structure.
FISCAL IMPACT:
Not applicable.
FUNDING AVAILABLE:
Not applicable.