Belmont City Council
February 8, 2022

CITY OF BELMONT

CITY COUNCIL AND BELMONT FIRE

PROTECTION DISTRICT BOARD OF

DIRECTORS
www.belmont.gov

1. ROLL CALL

2. PLEDGE OF ALLEGIANCE

3. REPORT FROM CLOSED SESSION

4. SPECIAL PRESENTATIONS

CITY COUNCIL REGULAR MEETING AGENDA
Tuesday, February 8, 2022
7:00 PM
City Council Chambers
City Hall, One Twin Pines Lane, Belmont, California

TELECONFERENCE PARTICIPANTS
Councilmembers will participate by teleconference under Government Code Section 54953(e), and City Council Resolution 2022-001. All votes shall be by roll call.

The meeting will be broadcast live to Belmont residents on Comcast Cable Channel 27, streamed live via the City’s website at www.Belmont.gov. The public may also attend the meeting in the City Council Chambers and address the council from the chambers. Social distancing must be practiced, and seating will be limited.

PUBLIC COMMENT:

To maximize time for live public comment, we encourage members of the public to provide comments by joining the City Council meeting via Zoom: For web, visit https://belmontgov.zoom.us/ select “Join” and enter Meeting ID: 95745673035. Use the Raise Hand feature to request to speak. You may rename your profile if you wish to remain anonymous.

For dial-in comments, call *67 1-(669) 900-6833 (your phone number will appear on the live broadcast if *67 is not dialed prior to the phone number), enter Meeting ID: 95745673035, and press *9 to request to speak. All public comments are subject to a 3-minute time limit unless otherwise determined by the Mayor.

If you wish to submit written public comment, you may send an email to [email protected] before the council considers the item. Please indicate the agenda item topic or agenda item number you wish to comment on in your email’s subject line. Any public comment regarding agenda items that are received from the publication of the agenda through the meeting date will be made part of the meeting record, but will not be read during the Council meeting.
1 5. PUBLIC COMMENTS ON ITEMS NOT ON THE AGENDA
This portion of the meeting is reserved for persons wishing to address the Body on any City matter not on the agenda. The period for public comment at this point in the agenda is limited to 15 minutes, with a maximum of 3 minutes per speaker. Speakers who requested but did not receive an opportunity to speak during this comment period will be given an opportunity to address the Body later in the meeting. State law prohibits the Body from acting on non-agenda items.

6. COUNCILMEMBER ANNOUNCEMENTS

7. CONSENT BUSINESS
Consent business items are considered to be routine in nature and will be enacted by one motion. There will be no separate discussion on these items unless a member or staf request specific items to be removed for separate action. The City Attorney will read the title of ordinances to be adopted.

A. Continuation of Fully Virtual Meetings – February 2022 Recommendation: Adopt a resolution (1) finding that as a result of the COVID-19 statewide emergency, meeting in person would present imminent risks to the health or safety of attendees of council and citizen advisory body meetings, and that state and local officials continue to recommend measures to promote social distancing, and (2) directing the Council’s Citizen Advisory Bodies to make consistent findings.

Attachment(s):

Continuation of Fully Virtual Meetings - February 2022 - Staff Report Continuation of Fully Virtual Meetings - February 2022 - Resolution B. Revenue, Audit and Recovery Services
Recommendation: Adopt a resolution authorizing the City Manager to negotiate and execute 3-year term agreements with HdL Companies for revenue, audit and recovery services for sales, use and transaction tax for an amount not to exceed $70,000, and business license tax for an amount not to exceed $300,000, subject to annual Council budget appropriation.

Attachment(s):

HdL Revenue Audit and Recovery Services - Staff Report
HdL Revenue Audit and Recovery Services - Reso
C. Burke, Williams & Sorensen LLP Agreement Amendment
Recommendation: Adopt a resolution authoring an amendment the City’s agreement for legal services with Burke, Williams & Sorensen LLP and the procurement of legal services at the rates set forth in the attachment to the resolution.

Attachment(s):

Amendment to Agreement with Burke Williams for Legal Service - Staff Report Amendment to Agreement with Burke Williams for Legal Service - Resolution D. Resolution Approving a Memorandum of Understanding between the City of Belmont and the American Federation of State, County and Municipal Employees (AFSCME) Recommendation: Adopt a resolution approving the Memorandum of Understanding between the City of Belmont and AFSCME. The Memorandum of Understanding is a three and onehalf year agreement for the term of January 1, 2022, through June 30, 2025.

Attachment(s):

MOU between AFSCME and City 2022 - Staff Report
MOU between AFSCME and City 2022 - Reso
MOU between AFSCME and City 2022 - 2025
2 8. PUBLIC HEARINGS
A. Third Public Hearing for Transition from At-Large Elections to By District Elections for Council Seats and At Large Mayor – Draft Map Presentation (Presentation and Public Hearing will begin at 7:30 PM) Recommendation: Receive presentation from City's Consultant Partners on draft district maps.

Attachment(s):
3rd PH- Transition to District Elections - Draft Map Presentation - Staff Report Districting Partners Presentation
Belmont Draft Plan A with NH
Belmont Draft Plan A
Belmont Draft Plan B with NH
Belmont Draft Plan B
Belmont Draft Plan C with NH
Belmont Draft Plan C

9. GENERAL BUSINESS
General Business items are considered separately, typically in the order listed. The chair will call for public comment on each item when the body considers the item.

A. Report on Mid-Year Financial Results as of December 31, 2021 Recommendation: Adopt resolutions amending the City of Belmont and Belmont Fire Protection District (BFPD) Fiscal Year (FY) 2022 Budgets.

Attachment(s):

FY22 Midyear Budget Review - Staff Report
FY22 Midyear Budget Review - Resolutions Attachment A
FY22 Midyear Budget Review - MYR Budget Financial Reports FY22 Midyear Budget Review - Presentation Attachment B.pdf B. Energy Reach/EV Infrastructure Code Update
Recommendation: 1. Receive update regarding Energy Reach & EV Infrastructure Codes and provide feedback.

2. Consider options and provide direction for development of a Reach Code Ordinance.

Attachment(s):

Reach Energy Code Update - Staff Report
Reach Code - Biotech-Life Sciences Memos

10. BRIEF VERBAL REPORTS FROM MEMBERS AND STAFF
Verbal report from Councilmembers on Intergovernmental (IGR) and Subcommittee Assignments Verbal report from City Manager

11. MATTERS OF INTEREST/CLARIFICATION
Items in this category are for discussion and direction to staf only. However, Council/Board may take final action on an item if there is no need for additional staf analysis.

A. Resolution Proclaiming January 6 “Eugene Goodman Day” in Belmont (Councilmembers Davina Hurt and Charles Stone)
Recommendation: It is our belief that Officer Goodman is a true American hero and that Eugene Goodman Day should be federally recognized.
3 Attachment(s):
"Eugene Goodman Day"- Council Memo
B. Creation of an Honorary City Historian Position (Mayor Julia Mates) Recommendation: Determine the Council's level of interest in including on an upcoming Council agenda a discussion to create a position of City Historian Attachment(s):

City Historian - Council Memo.pdf

12. ADJOURNMENT
If you need assistance to participate in this meeting, please contact the City Clerk at (650) 595-7413. The speech and hearing-impaired may call (650) 637-2999 for TDD services. Notification in advance of the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.

Meeting information can also be accessed via the internet at:www.belmont.gov. All staff reports will be posted to the web in advance of the meeting, and any writings or documents provided to a majority of the City Council/District Board or Commission regarding any item on this agenda will be made available for public inspection in the City Clerk's Office, One Twin Pines Lane, during normal business hours and at the Council Chambers at City Hall, Second Floor, during the meeting. 4

Continuation of Fully Virtual Meetings - February 2022 - Staff Report

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Scott Rennie, City Attorney
Agenda Title: Continuation of Fully Virtual Meetings – February 2022 Agenda Action: Resolution
Recommendation
Adopt a resolution (1) finding that as a result of the COVID-19 statewide emergency, meeting in person would present imminent risks to the health or safety of attendees of council and citizen advisory body meetings, and that state and local officials continue to recommend measures to promote social distancing, and (2) directing the Council’s Citizen Advisory Bodies to make consistent findings.

Strategic Focus Area
Fiscal and Organizational Sustainability
Background
Governor Newsom proclaimed a state of emergency on March 4, 2020, in response to the COVID-19 pandemic and subsequently issued a series of Executive Orders (N-25-20, N-29-20, and N-08-21) that effectively suspended certain provisions of the Brown Act governing the use of teleconferencing by local legislative bodies and allowed them to hold fully virtual meetings. The Brown Act was subsequently amendment by enactment of AB 361 in 2021 to include new requirements for holding fully virtual meetings during a state of emergency proclaimed by the Governor.

Under Government Code Section 54953(e) as amended by AB 361, fully virtual meetings are allowed during a proclaimed state of emergency if either:

1. State or local officials have imposed or recommended measures to promote social distancing; or,

2. The legislative body determines by majority vote that as a result of the emergency meeting in person would present imminent risks to the health or safety of attendees. This finding must be renewed after 30 days.

In order to continue to use teleconference to hold fully virtual meetings, the legislative body must reconsider at least every 30 days the circumstances of the emergency and whether the above findings can continue to be made.

The City Council initially made the findings necessary to hold fully virtual public meetings on September 28, 2021 and has reconsidered the circumstances of the emergency and made updated findings at least every 30 days since.

On November 15, 2021, the San Mateo County Health Officer issued a statement, as part of an order 5

Continuation of Fully Virtual Meetings - February 2022 - Staff Report rescinding previous home quarantine and home isolation orders, that individuals continue to follow guidance released by the United States Department of Health & Human Services (“HHS”) including their sub-agency United States Centers for Disease Control and Prevention (“CDC”), the United States Environmental Protection Agency (“EPA”), California Department of Public Health (“CDPH”), and California Department of Social Services (“CDSS”). The CDC recommends individuals who are not up to date on COVID-19 vaccinations stay six feet apart from other people in indoor public places. https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/prevention.html. The current emergency COVID-19 regulations of the California Department of Industrial Relations Division Occupational Safety and Health (CalOSHA) require employers to inform employees that strategies to decease the spread of COVID-19 are most effective when used in combination including physical distancing. (California Code of Regulations Title 8, Section 3205).

On January 19, 2022, the San Mateo County Health Chief noted that the 7-day lagged case rate average jumped to 217 from 116 with an average of 1,692 new COVID-19 cases per day compared to 905 new cases per day in the previous week’s data, and that the level of community transmission was high under CDC standards. She also noted that the hospitalization rate has increased. The Chief summarized the current conditions by stating: “[t]his remains a very challenging period as you all are experiencing in which many lives are being disrupted by high transmission of the virus, imposing greater strains on hospitals and the 911 system, schools, child-care providers, law enforcement and almost every sector of the economy.”
As of January 23, 2022, both the community transmission rate and the severity of disease as measured by hospitalization did not meet criteria for relaxing the County Health Officer’s indoor mask mandate.

Analysis
While vaccination rates in San Mateo County are high, the Omicron variant surge continues to drive up cases and hospitalizations in the county. Despite sustained efforts to impede its transmission, COVID-19 remains a significant public health hazard among both vaccinated and unvaccinated individuals and continues to spread and impact nearly all parts of city operations.

Reducing the circumstances under which people come into close contact remains an important component of Belmont’s COVID-19 response strategy. However, the open nature of public meetings makes it is difficult to enforce compliance with vaccination, physical distancing, masking, cough and sneeze etiquette, or other safety measures. Meetings of the city’s legislative bodies incur indoors for sustained periods of time which increases the risk to members of the legislative bodies and attending members of the public to Delta variant transmission and infection. In addition, the non-emergency teleconferencing requirements of the Brown Act do not provide a safe alternative for legislative body members who may be at high risk of infection or are susceptible to more severe illness as a result of infection because those rules require that the public be allowed to attend at the teleconference location.

Staff concludes that the council may continue to reasonably find, based on the available public health information pertaining to COVID-19, that meeting in person by the city’s legislative bodies at this time would present imminent risks to the health or safety of attendees. Staff also concludes that the Council may also reasonably find that the County Health Officer recommends individuals follow CDC guidance 6

Continuation of Fully Virtual Meetings - February 2022 - Staff Report which continues to encourage six feet of separation in indoor public places between individuals who are not up to date on vaccination as a COVID-19 prevention strategy. Additional, Council may also reasonably find that CalOSHA regulations continue to promote physical distancing, in combination with other actions, as a COVID-19 prevention strategy. Council may therefore find that state and local officials continue to recommend measures to promote social distancing in settings such as legislative body meetings.

Alternatives

1. Take no action (in which case in-person meetings will resume)

2. Consider other findings
Attachments
A. Draft resolution
Fiscal Impact
☒ No Fiscal Impact
☐ Funding Source Confirmed:

Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
7

RESOLUTION NO. 2022 –

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BELMONT MAKING

FINDINGS FOR CONTINUED USE OF FULLY VIRTUAL MEETINGS AND

DIRECTING CITIZEN ADVISORY BODIES TO MAKE CONSISTENT FINDINGS WHEREAS, in response to the COVID-19 pandemic, Governor Newsom proclaimed a state of emergency on March 4, 2020, and the state of emergency remains in effect; and, WHEREAS, the Governor issued a series of Executive Orders (N-25-20, N-29-20, and N-08-21) that effectively suspended certain provisions of the Brown Act governing the use of teleconferencing by local legislative bodies and allowed them to hold fully virtual meetings;; and,
WHEREAS, on September 28, 2021, the City Council found that the Governor had declared a state of emergency that remains in effect due to the COVID-19 pandemic and that meeting in person at that time without the benefits of the teleconferencing means authorized by Government Code Section 54953, subdivision (e) as amended by AB 361, would present imminent risks to the health or safety of meeting attendees, including meetings attendees of the full council and its permanent subcommittees; and,
WHEREAS, on November 15, 2021, the San Mateo County Health Officer issued a statement, as part of an order rescinding previous home quarantine and home isolation orders, that advised that individuals continue to follow guidance released by the United States Department of Health & Human Services (“HHS”) including their sub-agency United States Centers for Disease Control and Prevention (“CDC”), the United States Environmental Protection Agency (“EPA”), California Department of Public Health (“CDPH”), and California Department of Social Services (“CDSS”); and,
WHEREAS, to date San Mateo County has not achieved the criteria established for lifting County Health Officer’s Order C19-12 requiring individuals to wear face coverings in indoor public settings; and,
WHEREAS, San Mateo County is currently experiencing a surge of COVID-19 cases and hospitalizations; and,
WHEREAS, the CDC recommends individuals who are not up to date on COVID-19 vaccinations stay six feet apart from other people in indoor public places; and, WHEREAS, the current emergency COVID-19 regulations of the California Department of Industrial Relations Division Occupational Safety and Health (CalOSHA) require employers to inform employees that strategies to decease the spread of COVID-19 are most effective when used in combination including physical distancing.

NOW, THEREFORE, the City Council of the City of Belmont resolves as follows:

SECTION 1. The Council has reconsidered the circumstances of the state of emergency and finds that:
8

(a) The state of emergency continues to directly impact the ability of the Council, its permanent subcommittees, and the citizen advisor bodies and other subordinate legislative bodies of the city to meet safely in person.
(b) State and local officials currently recommend measures to promote social distancing.

SECTION 2. The subordinately legislative bodies of the city, including the commissions and other citizen advisory bodies, are directed to make findings consistent with the findings herein unless the body finds by clear and convincing evidence that circumstances considered by the Council at its February 8, 2022 regular meeting have since changed and neither of the findings in Section 1(a) or (b) can be made, or the Council directs otherwise. Any finding inconsistent with the findings in Section 1 is subject to review and vacation by the Council.

SECTION 3. This Resolution is effective immediately.
* * *
ADOPTED February 8, 2022 by the City of Belmont City Council by the following vote:

Ayes:

Noes:

Absent:

Abstain:

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
9

Revenue, Audit and Recovery Services

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Grace Castaneda, Finance Director, [email protected] Nawel Voelker, Management Analyst, [email protected] Agenda Title: Revenue, Audit and Recovery Services
Agenda Action: Resolution
Recommendation
Adopt a resolution authorizing the City Manager to negotiate and execute 3-year term agreements with HdL Companies for revenue, audit and recovery services for sales, use and transaction tax for an amount not to exceed $70,000, and business license tax for an amount not to exceed $300,000, subject to annual Council budget appropriation.

Strategic Focus Area
Fiscal and Organizational Sustainability
Background
Revenue, audit and recovery services are specialized in nature and require an in-depth knowledge of local and state government operations and legislation. The City periodically conducts audits of businesses to ensure compliance with the City Code and collection and remittance of the appropriate amount of taxes.

The City has contracted with HdL Companies to provide a broad array of audit and revenue enhancement services that promote increased revenues via complex audit procedures. These services include, but are not limited to, Sales/Use and Transactions Tax, Business License Taxes, Transient Occupancy Taxes (TOT), and Property Tax.

Analysis
Based on the satisfactory service that HdL has provided, and because the City’s current contract with HdL Companies is expiring, staff recommends renewing a contract with HdL Companies as the City’s revenue consultant and that the City Manager be authorized to negotiate task order agreement(s) with HdL Companies for the required services within the approved budget.

Revenue, audit and recovery services ensure that the City is applying local law equitably and accurately for all individuals and entities subject to local taxation in the City of Belmont. Through the City’s revenue consultant, audits of the various tax revenue streams are performed regularly. The information below provides a brief description of the components that would be subject to audits and revenue enhancement under this Master Service Agreement.

Sales, Use and Transactions Tax –
Regular audits of the City’s Sales and Use Tax finds and corrects errors that result in underpayments of 10

Revenue, Audit and Recovery Services
tax or lost revenue to the City. The consulting services provided by HdL Companies include regular meetings with staff on revenue projections, filing of claims with the California Department of Tax and Fee Administration (CDTFA) for the correction of errors, and working with the CDTFA to ensure prompt recovery of all escaped revenue.

Business License Tax and Administration –
The City issues over 2,000 business licenses annually. HdL Companies currently administers the City’s Business License Tax program, including renewal processing, new account processing, delinquent account processing and online filing and payment posting, in addition to regular audits monitoring for tax compliance.

Transient Occupancy Tax (TOT) –
The audit services provided by HdL for TOT include conducting audits of businesses and lodging properties to ensure compliance with local taxation regulations. HdL Companies’ services also include administering the City’s TOT activities, as well as compliance monitoring and audits.

Property Tax –
HdL Companies’ services for property tax include identification and correction of errors by auditing the secured and unsecured property tax rolls. HdL Companies also provides a web-based software application to access the City’s property tax data.

If approved by Council, the contract with HdL Companies to perform revenue, audit, and recovery services would commence effective immediately and would last for a 3-year term, expiring December 31, 2024.

Alternatives

1. With direction, seek an alternative firm.

2. Take no action.

Attachments
A. Resolution
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed: Compensation under HdL’s Master Service Agreement includes a combination of contingency based and fixed fee arrangements.

Based on historical data, the estimated annual fees for Sales and Use Tax and Business License Tax services are reflected in the table below:

Estimated Annual Fees
Sales/Use Tax $23,000
Business License Tax 100,000
Total $123,000
11

Revenue, Audit and Recovery Services
The FY 2022 Budget has included expenditures for these
services, and no supplemental appropriation is required. Future funding for these 3-year Task Orders is contingent on annual Council budget appropriation.

Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
12

RESOLUTION NO. 2022 –

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BELMONT

AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE TASK

ORDERS WITH HDL COMPANIES FOR REVENUE, AUDIT AND RECOVERY

SERVICES FOR SALES, USE AND TRANSACTION TAX AND BUSINESS LICENSE TAX
WHEREAS, the City of Belmont (“City”) targets to collect all revenues to which it is entitled; and,
WHEREAS, HdL Companies possess specialized and technical expertise in the area of auditing compliance with municipal tax revenue sources, business license tax administration, documentary transfer tax, and property tax services and have been providing such services for the City since 2016; and,
WHEREAS, HdL Companies has agreed to provide revenue, audit and recovery services under the terms and conditions of the City’s Master Service Agreement; and, WHEREAS, staff recommends authorization of two Task Orders with HdL Companies to provide revenue, audit and recovery services for Sales, Use and Transaction Tax and Business License Tax at the fees set forth in Exhibit A.

NOW, THEREFORE, the City Council of the City of Belmont resolves as follows:

SECTION 1. The City Manager is authorized to negotiate and execute a Task Order for Sales, Use and Transaction Tax revenue, audit and recovery services from HdL Companies for an amount not to exceed $70,000 for a 3-year term.

SECTION 2. The City Manager is authorized to negotiate and execute a Task Order purchasing Business License Tax revenue, audit and recovery services from HdL Companies for an amount not to exceed $300,000 for a 3-year term.

SECTION 3. The procurement of services in subsequent fiscal years is contingent on the appropriation of funds in each of those fiscal years. * * *
13

ADOPTED February 8, 2022 by the City of Belmont City Council by the following vote:

Ayes:

Noes:

Absent:

Abstain:

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
14 EXHIBIT A

REVENUE, AUDIT AND RECOVERY SERVICES

BUSINESS LICENSES ADMINISTRATION SERVICES

SCOPE OF SERVICES
Consultant will provide the following Services relative to Client’s business license tax administration.

These services are for a three year period agreement ending on December 31st, 2024.

1. Operations Management Services

1.1. Establish and maintain database of Client businesses.

1.2. Receive and process applications, renewals and payments in a timely fashion.

1.3. Send renewal notices to active businesses within 30 days of the renewal period end date or at another interval specified by Client.

1.4. Provide businesses multiple options for submitting applications, renewals, payments, or support requests (including via website, email, mail, phone, and fax. Consultant license specialists will be available for live interactions Monday through Friday, 8:00am to 5:00pm Pacific).

1.5. Remit revenue to Client no less than monthly.

1.6. Provide Client staff access to website portal offering business registry inquiry, reporting, and electronic department approval capabilities.

2. Compliance Services: 1) Identify and register businesses which are subject to licensure or taxation, 2) collect known debt as pertains to business license or tax, and 3) identify under-reported tax liability.

2.1. Discovery Services

2.1.1.Develop a list of businesses subject to Client licensure or taxation.

2.1.2.Notify non-compliant businesses of their options to comply or dispute their non-compliant status. Notification and support to businesses will be facilitated through the website, mail, email, phone and fax.

2.1.3.Review information and forms submitted by the business for completion and accuracy, inclusive of any additional required documentation (i.e., home occupation permit). All submissions are filed and stored electronically and made available to Client upon request.

2.1.4.Provide businesses with detailed invoicing and options to pay via website, mail, and phone.

2.1.5.Remit revenue to Client no less than monthly, along with all business applications and any additional documentation.

2.2. Collection Services

2.2.1.Identify businesses subject to Client licensure or taxation which have known debt to Client and have failed to pay within an appropriate time frame.

2.2.2.Notify businesses of their options to comply or dispute their non-compliant status.

2.2.3.Provide businesses with detailed invoicing and options to pay via website, mail and phone.

2.2.4.Remit revenue to Client no less than monthly.

2.3. Audit Services

2.3.1. Identify potential under-reporting and/or misclassified businesses.

2.3.2.Audit businesses mutually agreed to by Client and Consultant that are identified as potential under-reporting businesses.

2.3.3.Submit audit summaries to Client and discuss further actions. 15 2.3.4.Educate businesses on proper reporting practices.

2.3.5.Invoice and collect identified delinquencies.

FEES

3. Operations Management Services

3.1. Fees for performing operations management Services shall be $14.42 for each processed account, which is any account for which an application or renewal/return was processed, or active account which was sent a renewal notice.

3.2. Fees will be increased as of January 1st of each calendar year with reference to the 12-month percent change in the most recently published annual Consumer Price Index for All Urban Consumers (CPI-U), West Region, as reported by the U.S. Bureau of Labor Statistics (the “CPI Change”). Each annual increase in the Fees will be equal to the greater of two percent (2%) or the actual CPI Change and the lesser of ten percent (10%) or the actual CPI Change. For example, if the actual CPI Change is 1.5%, then the annual increase will be 2%, if the actual CPI Change is

3.5%, then the annual increase will be 3.5%, and if the actual CPI Change is 12%, then the annual increase will be 10%.

3.3. Fees related to travel and lodging expenses are billed at cost and apply to all meetings (including implementation, training, operations and support). Travel expenses only apply to out-of-scope travel and must therefore be pre-approved by Client.

3.4. Fees will be invoiced monthly to Client for Services performed during the prior month. Fees will be netted out of Client’s monthly revenue disbursement. Client will submit payment for any balance due to Consultant within 30 days of receiving the invoice.

4. Compliance Services

4.1. Fees for performing compliance Services apply to all monies received for the current tax/license period and any other prior period collected (including monies received for taxes, penalties, interest, and fees).

4.1.1.Fees for performing discovery Services shall be a contingency Fee of 35% of the revenues received as a result of the Services.

4.1.2.In the event that Client discovers a non-compliant business and reports the business to Consultant (including a calculation of all taxes/fees due), Consultant will categorize the business as a collection service effort and thus apply the lower collection Services contingency Fee rate.

4.1.3.Fees for performing collection Services shall be a contingency Fee of 25% of the revenues received as a result of the Services.

4.1.4.Fees for performing audit Services shall be a contingency Fee of 40% of the revenues received as a result of the Services.

4.2. Consultant recognizes Client’s authority to waive or reduce the tax/fee debt of a business. Should Client decide to do so for a business whose deficiency was identified by Consultant, Consultant shall be entitled to compensation in the amount of one half (1/2) of the Fees Consultant would have otherwise earned. Deficiencies which are uncollectable due to insolvency or dissolution of the business, or for deficiencies which are otherwise incapable of collection (i.e., statute of limitation or other legal defense) shall not be considered a Client voluntary election to waive, and thus, Consultant would not be entitled to compensation related thereto under this provision. 16 4.3. Fees related to travel and lodging expenses are billed at cost and applied to all meetings (including implementation, training, operations, and support). Travel expenses only apply to out-of-scope travel and must therefore be pre-approved by Client.

4.4. Fees will be invoiced monthly to Client for Services performed during the prior month. Fees will be netted out of Client’s monthly revenue disbursement. Client will submit payment for any balance due to Consultant within 30 days of receiving the invoice. 17 SALES, USE AND TRANSACTION TAX SERVICES
These services are for a three-year period agreement ending on December 31st, 2024.

1. Sales, Use and Transactions Tax and Economic Analysis/Forecasting Services/Reports

1.1. Establish a special database identifying the name, address, and allocations of Client’s sales tax producers.

This database will be utilized to generate special reports to Client on major sales tax producers by rank and category, sales tax activity by categories, identification of reporting aberrations, and per capita and outlet comparisons with regional and statewide sales.

1.2. Provide periodic updated reports to Client identifying changes in sales by individual businesses, business groups and categories, and by geographic area. These reports may include, without limitation, aberrations due to State audits, fund transfers, and receivables, along with late or double payments, and reconciliation worksheets to assist with budget forecasting.

1.3. Provide periodic summaries for Client to share with others if it so desires (including the general public) that analyze Client’s sales tax trends by major groups and geographic areas without disclosing confidential individual tax records.

1.4. Establish a special database with California Department of Tax and Fee Administration (“CDTFA”) registration data for businesses within applicable measure/district boundaries holding seller’s permit accounts. Endeavor to identify transactions and use tax measure/district allocations under such accounts for the most current quarter and immediately prior quarter where available.

1.5. Pursuant to MSA Section 6.3, periodically license for the limited, non-exclusive, non-transferable use by Client’s staff certain of Consultant’s web-based sales, use and/or transactions tax program(s) containing sellers permit, registration, allocation and related information for business outlets within Client’s jurisdiction registered with the CDTFA.

1.6. Provide periodic updated reports endeavoring to identify and assist with budget forecasting (i) changes in allocation totals by individual businesses, business groups and categories, and (ii) aberrations due to State audits, fund transfers, and receivables, along with late or double payments.

2. Allocation and Audit Recovery Services

2.1. Conduct (as and when mutually agreed with Client) initial and on-going sales, use and transactions tax audits of businesses to help identify and correct distribution and allocation errors, and to help effect favorable registration, reporting or formula changes thereby generating previously unrealized sales, use or transactions tax income for Client and/or recover misallocated tax from registered taxpayers. Common errors to be monitored and corrected include transposition errors resulting in misallocations; erroneous consolidation of multiple outlets; formula errors; misreporting of “point of sale” to the wrong location; delays in reporting new outlets; misallocating use tax payments to the allocation pools or wrong jurisdiction; and erroneous fund transfers and adjustments.

2.2. Initiate contacts with the CDTFA and sales management and accounting officials in companies that have businesses where a probability of error exists to endeavor to help verify whether current tax receipts accurately reflect the local sales activity.

2.3. Prepare and submit to the CDTFA information for the purpose of correcting any identified allocation errors, and follow-up with individual businesses and the CDTFA to advocate for Client recovery of back or prospective payments that may be owing.

2.4. If, during the course of its audit, Consultant finds businesses located in Client’s jurisdiction that are properly reporting sales, use or transactions taxes but have the potential for modifying their operation to provide an even greater share to Client, Consultant may so advise Client and collaborate with those businesses and Client to encourage such changes.

3. Consulting and Other Optional Services
18 From time to time in its sole discretion, consult with Client’s staff, including without limitation, regarding (i) technical questions and other issues related to sales, use and transactions tax, (ii) utilization of reports to enhance collection efforts, (iii) sales tax projections for proposed annexations, economic development projects and budget planning, (iv) negotiating/review of tax sharing agreements, (v) establishing purchasing corporations, (vi) meeting with taxpayers to encourage self-assessment of tax obligations, and (vii) other sales, use or transactions tax revenue-related matters.

FEES

4. Sales, Use and Transactions Tax and Economic Analysis/Forecasting Services/Reports

4.1. Fees for performing the sales tax and economic analysis/forecasting Services as described above shall initially be $450 per month. Fees for performing the transactions/use tax reports Services related to a meaure/district as described above shall initially be $100 per month.

4.2. Consultant may change the non-hourly Fees established above upon at least 30 days’ prior written notice to Client (but not more than once a year). Any such change must be with reference to the 12-month percent change in the most recently published annual Consumer Price Index for All Urban Consumers (CPI-U), West Region, as reported by the U.S. Bureau of Labor Statistics (the “CPI Change”), and be equal to the greater of two percent (2%) or the actual CPI Change and the lesser of ten percent (10%) or the actual CPI Change. For example, if the actual CPI Change is 1.5%, then the annual increase will be 2%, if the actual CPI Change is 3.5%, then the annual increase will be 3.5%, and if the actual CPI Change is 12%, then the annual increase will be 10%.

5. Allocation and Audit Recovery Services

5.1. Fees for performing the allocation and audit recovery Services described above shall be (a) 15% of all new, increased and recovered sales and use tax revenue and (b) 25% of all new, increased and recovered transactions and use tax measure/district revenue received by Client as a result, in whole or in part, of such Services, including without limitation, any reimbursement or other payment from any State fund and any point of sale misallocations. These Fees shall be paid notwithstanding any related Client assistance, work in parallel, and/or incurrence of attorneys’ fees or other costs or expenses in connection, with the relevant Services.

5.2. The Fees described in Section 5.1(a) include, without limitation, State fund transfers received for back quarter reallocations and monies received in the first eight (8) consecutive reporting quarters following completion of Consultant’s allocation audit and confirmation by the CDTFA of the relevant corrections.

5.3. These Fees shall be paid by Client upon Consultant’s submittal of evidence of Consultant’s relevant Services in support thereof, including, without limitation, copies of relevant communications between Consultant and the CDTFA and/or taxpayers.

5.4. Consultant recognizes Client’s authority to waive or reduce the tax/fee-related debt of a business. Should Client decide to do so for a business whose deficiency was identified by Consultant, Consultant shall be entitled to compensation in the amount of one half (1/2) of the Fees Consultant would have otherwise earned.

Deficiencies which are uncollectable due to insolvency or dissolution of the business, or for deficiencies which are otherwise incapable of collection (i.e. statute of limitation or other legal defense) shall not be considered a Client voluntary election to waive, and thus, Consultant would not be entitled to compensation related thereto under this provision.

6. Consulting and Other Optional Services

6.1. Fees for performing the consulting and other optional Services described above shall be based on the following initial hourly rates: (i) Principal - $325; (ii) Programmer - $295; (iii) Senior Analyst - $245; and (iv) Analyst - $195.

6.2. Consultant may change the rates for its hourly Fees from time to time in its sole discretion upon at least 30 days’ prior written notice to Client.

7. General Provisions Relating to Fees
19 7.1. Fees for travel and lodging expenses will be invoiced at cost and applied to all meetings (including implementation, training, operations and support). Travel expenses only apply to out of scope travel and must therefore be pre-approved by Client.

7.2. Fees will be invoiced monthly to Client for Services performed during the prior month. To the extent that Consultant has commercially reasonable means to do so, Fees will be netted out of Client’s monthly revenue disbursement.

8. Confidentiality Information
Section 7056 of the State of California Revenue and Taxation Code (“R&T Code”) specifically limits the disclosure of confidential taxpayer information contained in the records of the CDTFA. Section 7056 specifies the conditions under which a California city, county or district may authorize persons other than such city, county or district’s officers and employees to examine state sales and use tax records.

Notwithstanding anything to the contrary set forth in this Schedule A to the MSA, the MSA itself, or otherwise, the following conditions specified in Section 7056-(b)(1) of the R&T Code are hereby incorporated into and made part of this Schedule A to the MSA:

8.1.Consultant is hereby authorized by Client under this Schedule A to the MSA to examine sales or transactions and use tax records of the CDTFA provided to Client pursuant to the Bradley-Burns Uniform Local Sales and Use Tax Law (commencing with R&T Code Section 7200) and the Transactions and Use Tax Law (commencing with R&T Code 7251).

8.2.Consultant is required to disclose information contained in, or derived from, those sales or transactions and use tax records only to an officer or employee of Client who is authorized by Client resolution provided to the CDTFA to examine the information.

8.3.During the term of this Schedule A to the MSA, Consultant is prohibited from performing consulting services for a retailer (as defined in R&T Code Section 6015).

8.4. After the term of this Schedule A to the MSA has expired, Consultant is prohibited from retaining the information contained in or derived from those sales or transactions and use tax records.

Information obtained by examination of CDTFA records shall be used only for purposes related to the collection of local sales or transactions and use taxes by the CDTFA pursuant to this Schedule A to the MSA, or for purposes related to other governmental functions of Client as set forth by resolution of the Client adopted pursuant to R&T Code Section 7056(b). Such resolution shall designate Consultant and its personnel as authorized to (i) examine such sales or transactions and use tax records and (ii) certify that this Section 8 to Schedule A to the MSA meets the requirements set forth in R&T Code Section 7056(b)(1). 20

Amendment to Agreement with Burke Williams for Legal Service - Staff Report

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Scott Rennie, City Attorney
Agenda Title: Burke, Williams & Sorensen LLP Agreement Amendment Agenda Action: Resolution
Recommendation
Adopt a resolution authoring an amendment the City’s agreement for legal services with Burke, Williams & Sorensen LLP and the procurement of legal services at the rates set forth in the attachment to the resolution.

Strategic Focus Area
Not Applicable
Background
From time to time the City has need of legal services related to municipal law issues and civil litigation that are highly technical and require the services of legal practitioners with particular expertise. In 2014, the City Council authorized the procurement of such legal services on an as needed basis from the law firm of Burke, Williams & Sorensen LLP (BWS) at the following rates: senior partners $295; partners $275, associates $250, law clerks $135 and paralegals $125. BWS has requested to amend the rates as set forth in Attachment 1 to the proposed resolution accompanying this report.

Analysis
The sources of funds that may be used for payment of legal services will vary dependent on the matter at issue. This request for authorization to procure legal services is limited to the amount of available funds appropriated within the budget for the particular matter.

Alternatives

1. Deny the requested authority

2. Continue the item for further discussion
Attachments
A. Resolution
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed:

The budget for outside legal services is included in the City Attorney’s operating budget (101-1-121-8322). Request and appropriation of funds will be incorporated as part of the annual budget development process.
21

Amendment to Agreement with Burke Williams for Legal Service - Staff Report Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
22

RESOLUTION NO. 2022 –

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BELMONT AUTHORIZING AN AMENDMENT TO THE RATES IN THE CITY’S AGREEMENT

WITH BURKE, WILLIAMS & SORENSEN LLP TO PROCURE LEGAL SERVICES WHEREAS, the City has need from time to time of legal services related to municipal aw issues and in particular to civil litigation and other municipal law matters; and, WHEREAS, the law firm of Burke, Williams & Sorensen LLP has demonstrated expertise in these fields;
WHEREAS, the City entered into an agreement with Burke, Williams & Sorensen LLP (BWS) for legal services at specified rates in 2014 (“2014 Agreement”) and the parties now desire to amend the rates; and,
WHEREAS, the authorization granted herein for procurement of legal services is limited to the amount of available funds appropriated within a fiscal year budget for that purpose;
NOW, THEREFORE, the City Council of the City of Belmont resolves as follows:

SECTION 1. The City Manager is authorized to negotiate and execute an amendment to 2014 Agreement with BWS to provide legal services at the rates set forth in Attachment 1 and the City Attorney is authorized to retain BWS to provide legal services at the rates set forth in Attachment 1. This authorization is limited to the amount of available funds appropriated within a fiscal year budget for that purpose.
* * *
ADOPTED February 8, 2022 by the City of Belmont City Council by the following vote:

Ayes:

Noes:

Absent:

Abstain:
23

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
24

Attachment 1
Resolution No. __
Burke, Williams & Sorensen Billing Rates
Attorneys and staff who have been approved in writing by the City’s Authorized Representative to perform services under a specific Task Order are authorized to perform legal services under this Agreement at the following billing rates:

Partners $375
Associates $305
Law Clerks $135
Paralegals $125
The Consultant may revise the billing rates set forth above not earlier than July 1, 2022 and not more than once per fiscal year (July 1 to June 30) thereafter, by providing at least 30 days prior written notice to the City. The amount of any such increase shall not exceed the annual percentage increase in the Consumer Price Index for all urban consumers (CPI-U) for San Francisco-Oakland-Hayward.

Billing shall be provided in increments not greater than 1/10th of an hour.

In addition to billing for services based on the hourly rates set forth above, the Consultant is authorized to bill the City for reimbursement of its actual costs directly related to the services; provided that the total billing (for hourly services and reimbursable costs) shall not exceed the amount identified in each Task Order, and provided that the Consultant either: (a) obtains the approval of the City’s Authorized Representative prior to incurring the costs, or (b) the costs fall into one of the following categories:
(1) Travel expenses within the Bay Area.
(2) Court costs, such as filing fees.
(3) Service of process.
(4) Court reporter fees.
(5) Expert witnesses, consultants, or investigators.
(6) Copying costs, at $0.10 per page.
(7) Actual costs of mailing.
25

MOU Between AFSCME and City 2022 - Staff Report

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Cora Dino, Human Resources Director, (650) 637-2988, [email protected] Agenda Title: Resolution Approving a Memorandum of Understanding between the City of Belmont and the American Federation of State, County and Municipal Employees (AFSCME)
Agenda Action: Resolution
Recommendation
Adopt a resolution approving the Memorandum of Understanding between the City of Belmont and AFSCME. The Memorandum of Understanding is a three and one-half year agreement for the term of January 1, 2022, through June 30, 2025.

Strategic Focus Area
Fiscal and Organizational Sustainability
Background
The term of the existing Memorandum of Understanding (MOU) between the City and the AFSCME expired on December 31, 2021. The City and AFSCME negotiation teams have met and conferred in good faith since November 2021. The parties reached a tentative agreement on January 10, 2022, and the AFSCME membership ratified the tentative agreement on January 26, 2022.

Analysis
There are several changes to the proposed MOU (Exhibit A), the most notable are highlighted below:
 Wage Increases
 2% effective January 9, 2022, contingent upon ratification of the successor agreement by the Council and the Union by February 8, 2022
 0.5% effective the beginning of the first pay period including July 1, 2022  2.5% effective the beginning of the first full pay period including July 1, 2023  3% effective the beginning of the first full pay period including July 1, 2024  $1500 Lump Sum
On July 15, 2022, each employee in the group will receive a one-time, non-pensionable payment.  Certification Pay – Adjustments and Additions
 $50 per month: Addition of Permit Tech certificate to list of building inspection certifications  $200 per year: Qualified Applicator Certificate (QAC), Class B tanker endorsement, Backflow, Playground & Safety, Pest Control, National Association of Sewer Services Companies (NASSCO) Certificate
26

MOU Between AFSCME and City 2022 - Staff Report
 $350 per month: (New) International Society of Arboriculture (ISA) Certified Arborist  California Water Environment Association (CWEA) Certificate – Waste Water: Grade 1 $125/month; Grade 2 $175/month; Grade 3 $225/month; Grade 4 $275/month  California Water Environment Association (CWEA) – Mechanical Tech. Cert to Repair Pumps: Grade 1 $125/month; Grade 2 $175/month; Grade 3 $225/month; Grade 4 $275/month
 Reduction of Employee Cash/Difference of City Health Contribution Applicable only to Tier 1 employees who were hired prior to August 1, 2012. For details, please refer to the draft successor Memorandum of Understanding, exhibit to the resolution Alternatives

1. Take No Action

2. Provide Staff with Alternative Direction
Attachments
A. Resolution
B. Memorandum of Understanding between the City of Belmont and the American Federation of State, County, and Municipal Employees
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed:

The budget for the current fiscal year had included an overall wage increase in the AFSCME that will be able to account for the specific changes to the proposed MOU, so no supplemental appropriation is required. If approved, the fiscal impact of the proposed changes will be incorporated into the FY 2023 budget and long-term financial plan.

Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
27

RESOLUTION NO. 2022 –

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BELMONT

APPROVING A MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF

BELMONT AND THE AMERICAN FEDERATION OF STATE, COUNTY, AND MUNICIPAL EMPLOYEES (AFSCME) FOR THE TERM OF JANUARY 1, 2022 THROUGH JUNE 30, 2025
WHEREAS, the representatives of the City of Belmont and the American Federation of State, County, and Municipal Employees (AFSCME) have met and negotiated in good faith in accordance with Government Code 3500, et seq.; and,
WHEREAS, the representatives of the City and AFSCME have reached a tentative agreement on the terms of a collective bargaining agreement; and, WHEREAS, the representatives of the parties jointly prepared a written memorandum of understanding entitled, “Memorandum of Understanding between the City of Belmont and the American Federation of State, County, and Municipal Employees” (“Memorandum of Understanding”) attached hereto as Exhibit “A”, and presented the document to the City Council for determination.

NOW, THEREFORE, the City Council of the City of Belmont resolves as follows:

SECTION 1. The terms of the Memorandum of Understanding presented to the City of Belmont and attached hereto as Exhibit “A” are approved.

SECTION 2. The City Manager is authorized to execute and implement the Memorandum of Understanding on behalf of the City.

SECTION 3. The City Manager is authorized in consultation with AFSCME to make minor amendments to the Memorandum of Understanding that are consistent with the intent of this resolution and that do not materially affect the terms of the Memorandum of Understanding. * * *
ADOPTED February 8, 2022 by the City of Belmont City Council by the following vote:

Ayes:

Noes:

Absent:

Abstain:
28

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
29 Exhibit A

MEMORANDUM OF UNDERSTANDING
Between

CITY OF BELMONT
And
AFSCME
January 1, 2022 – June 30, 2025
30 i
Table of Contents

MEMORANDUM OF UNDERSTANDING

BETWEEN
LOCAL 829/CITY OF BELMONT
January 1, 2022 – June 30, 2025
Section 1. Recognition ........................................................3 Section 2. Union Membership ...................................................3 Section 3. No Discrimination ....................................................4 Section 4. Representation Rights ................................................4 Section 5. Salary Plan .........................................................5 Section 6. Probationary Period ..................................................9 Section 7. Transfer, Promotion, Employment Lists, Reclassification ......................9 Section 8. Layoff and Reemployment .............................................10 Section 9. Resignation and Reinstatement .........................................13 Section 10. Reallocation of Position ..............................................13 Section 11. Performance Evaluation Procedure ......................................13 Section 12. Hours of Work, Overtime, Premium Pay ..................................14 Section 13. Holidays ..........................................................16 Section 14. Vacation Leave .....................................................17 Section 15. Sick Leave .........................................................18 31 ii
Section 16. Other Leaves .......................................................19 Section 17. Health and Welfare Plans .............................................21 D. Retirees after July 1, 2001 ...........................................25 F. Retiree Dental ....................................................26 Section 18. Safety ............................................................27 Section 19. Disciplinary Actions .................................................27 Section 20. Grievance Procedures ................................................27 Section 21. Special Provisions ..................................................29 Section 22. Economic Hardship ..................................................31 Section 23. Past Practices ......................................................31 Section 24. Separability of Provisions .............................................31 Section 25. Duration ..........................................................32 MONTHLY SALARY SCHEDULE ...........................................33 Effective January 9, 2022, the salary ranges are as follows: ...............................33 MONTHLY SALARY SCHEDULE ...........................................34 Effective June 26, 2022, the salary ranges are as follows: ................................34 MONTHLY SALARY SCHEDULE ...........................................35 Effective the first full pay period which includes July 1, 2023, the salary ranges are as follows: .......35 MONTHLY SALARY SCHEDULE ...........................................36 Effective the first full pay period which includes July 1, 2024, the salary ranges are as follows: .......36 SIDE LETTER OF AGREEMENT ..................................................37 32 City of Belmont/AFSCME MOU 2022-2025
3 MEMORANDUM OF UNDERSTANDING

BETWEEN
LOCAL 829, COUNCIL 57

AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES,

AFL-CIO

AND THE

CITY OF BELMONT
Local 829, Council 57, American Federation of State, County and Municipal Employees, AFL-CIO, and representatives of the City of Belmont have met and conferred in good faith regarding wages, hours and other terms and conditions of employment of employees in the representation unit listed in Appendix "A", have exchanged freely information, opinions and proposals and have endeavored to reach agreement on all matters relating to the employment conditions and employer-employee relations of such employees.

This Memorandum of Understanding is entered into pursuant to the Meyers-Milias-Brown Act (Government Code Sections 3500-3510) and has been jointly prepared by the parties.

This Memorandum of Understanding shall be presented to the Belmont City Council as the joint recommendation of the undersigned parties for salary and employee benefit adjustments for the period commencing January 1, 2022 and ending June 30, 2025.

Section 1. Recognition

1.1 City
The City Manager, or any person or organization duly authorized by the City Manager, is the representative of the City of Belmont, hereinafter referred to as the "City", in employer-employee relations.

1.2 Union
Local 829, Council 57, American Federation of State, County and Municipal Employees, AFL-CIO, hereinafter referred to as the "Union" or "AFSCME 829" is recognized as the majority representative, as provided in the City's Employer-Employee Relations Ordinance, for all employees assigned to the classifications set forth in Appendix "A", which is attached hereto and made a part hereof.

Section 2. Union Membership

2.1 Dues Deduction
The Union may request in writing that the City implement a payroll deduction from a member.

If the Union provides written certification that it has and will maintain an authorization for payroll deduction signed by the member from whose salary or wages the deduction or reduction is to be made, the City will:

A. Rely on the certification and make the requested payroll deductions unless a dispute arises about the existence or terms of the authorization, in which case the Union will provide the City a copy of the member’s authorization. The City will apply the deduction in the next full pay period following receipt of written notice from the Union. The City will remit the deduction within seven (7) business days of the payday for that pay period and provide the Union a list of employees who have dues deducted. The Union will 33 City of Belmont/AFSCME MOU 2022-2025
4 indemnify, defend, and hold harmless the City for all claims of any kind (including attorney’s fees) made by the member for deductions made in reliance on the certification by the Union.

B. Direct a member request to cancel or change payroll deductions for the Union to the Union. The City will rely on information provided by the Union regarding whether deductions for the Union were properly canceled or changed, and the Union will indemnify, defend and hold harmless the City for all claims of any kind (including attorney’s fees) made by the member for deductions made in reliance on that information. Deductions may be revoked only in accordance with the terms of the employee’s written authorization.

2.2 Dues Deduction for PEOPLE
Employees may voluntarily elect to have contributions, at a minimum of two dollars ($2.00) per month, deducted from their paychecks under procedures prescribed by the City for the Public Employees Organized to Promote Legislative Equality Fund (PEOPLE of AFSCME).

Such deductions shall be made only upon signed authorization from the employee and shall continue until such authorization is revoked in writing.

2.3 Communications with Employees
The Union shall be allowed by a City department, in which it represents employees, use of available bulletin board space for communications having to do with official Union business provided such use does not interfere with the needs of the department.

2.4 Advance Notice
Except in cases of emergency, reasonable advance written notice, not less than 15 calendar days, shall be given to the Union if it is affected by any ordinance, rule, resolution or regulation directly relating to matters within the scope of representation proposed to be adopted by the City Council, by any board or commission of the City, or by any department, as the Union shall be given the opportunity to meet with such body prior to adoption. In cases of emergency when the City management determines that an ordinance, rule, resolution or regulation must be adopted immediately without prior notice or meeting with the Union, City management shall provide such notice and opportunity to meet at the earliest practicable time following the adoption of such ordinance, rule, resolution or regulation.

2.5 List of Unit Employees
The City shall furnish the Union with the names, classifications and date of hire of employees newly assigned to the unit and employees leaving the unit.

Section 3. No Discrimination
The Union and City agree not to engage in discrimination and unlawful employment practices under the California Fair Employment and Housing Act (FEHA) and City of Belmont Personnel Rules and Regulations.

Section 4. Representation Rights

4.1 Employee Representatives for Grievances
The Union may designate a reasonable number of City employees as official employee representatives to assist in the handling of grievances. The Union shall notify the City Manager in writing of the individuals so designated. Alternates may be designated to perform this function during the absence or unavailability of the official employee representative.

The official employee representative may be relieved from the employee's assigned work duties by the employee's supervisor to investigate and process grievances initiated by other employees within the same work area. The use of time for this purpose shall be reasonable and shall not interfere with the performance of services as determined by the City. 34 City of Belmont/AFSCME MOU 2022-2025
5 4.2 Access to Work Locations
Reasonable access to employee work locations shall be granted officers of the Union and business agents for the purpose of processing grievances or contacting members of the Union concerning business within the scope of representation. Such officers or representatives shall not enter any work location without the consent of the City Manager or the City Manager's designated representative. Access shall be restricted so as not to interfere with the normal operations of the department or with established safety or security requirements.

Solicitation of membership and activities concerned with the internal management of the Union, such as collecting dues, holding membership meetings, campaigning for office, conducting elections and distributing literature shall not be conducted during working hours unless approved in advance by the City Manager or the City Manager's designated representative.

Whenever an employee is required to meet with a supervisor or other management official and the employee reasonably anticipates that such meeting will involve questioning leading to disciplinary action, the employee shall be entitled to have an official employee representative present upon request. It is not the intention of this provision to allow the presence of an official employee representative during the discussion of an employee's performance evaluation.

4.3 Access to Personnel Files
An employee or, an employee's representative, on presentation of written authorization from the employee, shall have access to the employee's personnel file upon request during the City's normal working hours. At or before time of placement employees shall be given a copy of all letters or memoranda concerning the employee's job performance which are to be placed in the employee's permanent personnel record.

The employee shall be entitled to respond in writing to any such letters or memoranda with which the employee disagrees and to have the response attached to such letters or memoranda in the employee's personnel file.

Upon the employee’s written request, a written counseling or written warning, along with any response thereto, will be removed from the employee’s personnel file after three (3) years from the date of issuance, provided that no related conduct has occurred in the intervening period.

Section 5. Salary Plan

5.1 Salaries
Salary ranges for represented classifications shall be as set forth in Appendix “A,” which is attached hereto and made a part hereof.

Effective January 9, 2022, the rate of pay for all job classes shall be increased by two percent (2.0%).

Effective June 26, 2022, the rate of pay for all job classes shall be increased by one half percent (0.5%).

Each employee in a represented classification shall be given a one-time, non-pensionable bonus of one thousand and five hundred dollars ($1,500) on July 15, 2022.

Effective the beginning of the first full pay period which includes July 1, 2023, the rate of pay for all job classes shall be increased by two- and one-half percent (2.5%). 35 City of Belmont/AFSCME MOU 2022-2025
6 Effective the beginning of the first full pay period which includes July 1, 2024, the rate of pay for all job classes shall be increased by three percent (3.0%).

5.2 Application of Wage Rates
Employees shall be assigned a salary or wage by the City Manager within the range established for the appropriate position under the salary schedule. The minimum rate generally shall be assigned to employees upon original appointment; however, the City Manager may, when circumstances warrant it, appoint, reinstate or promote at other than the minimum rate, but at not more than the maximum rate.

5.3 Advancement Within Salary Range
No salary advancement shall be made so as to exceed any maximum rate established in the salary schedule for the employee's position. No increase in salary shall be automatic merely upon completion of a specified period of service. All increases shall be based on merit as established by a record of the employee's performance and shall require a recommendation of the department head and approval by the City Manager. In case of an unsatisfactory employee performance evaluation, an increase in salary may be withheld.

An employee who is denied an increase in salary may discuss such denial with the employee's department head and the City Manager. The decision of the City Manager shall be final.

An employee shall be eligible for advancement by the City Manager to the next higher step in the employee's salary range following the satisfactory completion of the first year of service, and after additional one-year periods thereafter. If the City Manager deems a special salary step adjustment is justified, an employee may receive such salary advancement earlier.

The employee's salary anniversary date will change when:

A. The employee receives a step increase less than one (1) year after the employee's date of hire or less than one (1) year after the employee's prior step increase;

B. The employee is promoted to a class with a higher maximum salary;

C. The employee is demoted to a class with a lower maximum salary; or

D. The employee takes a leave of absence for any reason in excess of two (2) weeks.

Whenever the salary schedule for a classification is revised, each incumbent in a position to which the revised schedule applies shall be paid at the same step in the revised range as the step at which the employee was paid in the previous range.

5.4 Salary after Promotion or Demotion
When an employee is moved from one class to a class with a higher maximum salary (promotion), the employee shall be appointed at the minimum step of the salary range in the new class, provided, however, that the employee receives a minimum five percent (5%) increase in salary upon such promotion.

When an employee is moved from one class to a class with a lower maximum salary (demotion), that employee's compensation shall be adjusted to the salary prescribed for the class to which the employee is demoted, and the specific rate of pay within the range shall be determined by the City Manager, whose decision shall be final.

When an employee is demoted in accordance with Section 8.1 (Layoff Procedure), the employee shall be placed at the step of the salary range prescribed for such lower class that 36 City of Belmont/AFSCME MOU 2022-2025
7 most nearly approximates the salary the employee was receiving, provided, however, that such salary does not exceed the maximum rate for such lower class.

5.5 Acting Assignment Pay
When an employee has been assigned in writing by the department head or designated representative to perform the work of a permanent position having a different classification and being paid at a higher rate, and if the employee has worked in such classification for more than five (5) consecutive workdays after each such written assignment by the department head, the employee shall be entitled to payment for the higher classification.

Such payment shall be at the rate for the first step of the higher classification or at the step which is not less than five percent (5%) more than his/her current pay. Such payment shall be retroactive to the first day of the assignment and continue during the period of temporary assignment. The rate paid shall not exceed the top step of the assigned classification.

Assignment of individuals to such upgraded position cannot be changed in successive five (5) workday periods to preclude payment of the higher rate as set forth herein.

5.6 Pay Period
Employees shall be paid biweekly. All paychecks will be delivered through either direct deposit or a City pay card system.

5.7 Certification Pay
A. Employees in the maintenance or lead maintenance classifications with department head approval, who earn and maintain a Qualified Applicator (QAC) certification, are eligible to receive a two hundred dollar ($200) annual lump sum payment upon certification and maintenance of the certificate.

B. Employees in the building inspection classifications with department head approval, who earn and maintain approved certifications provided below are eligible to receive a monthly payment of fifty dollars ($50) per certification. The City’s maximum payment shall not exceed one hundred and fifty dollars ($150) per month.

1. Building, Plumbing, Electrical and Mechanical Inspector

2. Building Plans Examiner

3. Certified Access Specialist

4. Electrical Plans Examiner

5. Plumbing Plans Examiner

6. Mechanical Plans Examiner

7. Certified Building Official

8. Permit Technician
C. Employees in the maintenance or lead maintenance classifications who are required to have and maintain a California Class B driver’s license with tanker endorsement are eligible to receive a $200 annual lump sum payment upon certification and maintenance of their California Class B driver’s license.

D. Employees in the maintenance or lead maintenance classifications, with department head approval, who earn and maintain a Playground Safety Inspection certificate, are eligible to receive a two hundred dollar ($200) annual lump sum payment.

E. Employees in the maintenance or lead maintenance classifications, with department head approval, who earn and maintain a Backflow Prevention certificate, are eligible to receive a two hundred dollar ($200) annual lump sum payment.

F. Employees in the maintenance or lead maintenance classifications, with department head approval, who earn and maintain a Pesticide Control Advisor certificate, are eligible to receive a two hundred dollar ($200) annual lump sum payment. 37 City of Belmont/AFSCME MOU 2022-2025
8 G. Employees in the Electrician, Lead Maintenance, Senior Maintenance or Maintenance classifications who earn the following California Water Environment Association (CWEA) certificate(s) are eligible to receive the following: (Employees are eligible to receive one certificate pay at a time regardless of how many certificates an employee possess. CWEA certificate pay is capped at $275 per month):
 Collections System Maintenance Grade 1 - $125 per month  Collections System Maintenance Grade 2 - $175 per month  Collections System Maintenance Grade 3 - $225 per month  Collections System Maintenance Grade 4 - $275 per month Employees in the Classification of Electrician are the only classification eligible for certification pay for both CWEA and PM Electrical/Technologist.  Plant Maintenance (PM) Electrical/Instrumental Technologist Grade 1 - $125 per month
 Plant Maintenance (PM) Electrical/Instrumental Technologist Grade 2 - $175 per month
 Plant Maintenance (PM) Electrical/Instrumental Technologist Grade 3 - $225 per month
 Plant Maintenance (PM) Electrical/Instrumental Technologist Grade 4 - $275 per month
Certificate pay shall be paid monthly providing there is no lapse in certification.

Employees are responsible for providing their supervisor updated certifications.

Certification pay will be provided upon submission of the documentation and approval by the department head.

H. Employees in the Code Enforcement Officer classification with department head approval, who earn and maintain a California Association of Code Enforcement Officers (CACEO) certification, are eligible to receive a monthly payment of one hundred dollar ($100) upon certification and maintenance of the certificate.

I. Employees, with department head approval, who earn and maintain a NASSCO certificate are eligible to receive a two hundred dollars ($200) annual lump sum payment.

J. Employees who earn and maintain an ISA Certified Arborist certification are eligible to receive a monthly payment of three hundred and fifty dollars ($350) upon certification and maintenance of the certificate.

5.8 Bilingual Pay
When a department head, with the approval of the Human Resources Director, designates an assignment as requiring substantial bilingual skills, an employee in the designated assignment, who has first demonstrated proficiency in the required language that is acceptable to the department head and Human Resources Director, shall be eligible to receive a pay premium of $100 a month. The department head and Human Resources Director retain full discretion to designate or conclude bilingual assignments. The City retains its management right to assign designees to perform bilingual services for other City departments.
38 City of Belmont/AFSCME MOU 2022-2025
9 Section 6. Probationary Period

6.1 Duration
All original and promotional appointments shall be tentative and subject to a probationary period of not less than twelve (12) months from the date of probationary appointment or promotion. Such probationary period may be extended if the employee has been on leave of absence for any reason in excess of a total of thirty (30) calendar days during such probationary period. The probationary period may also be extended for up to three (3) months in the event of performance shortcomings documented in a performance evaluation.

Employees who transfer to another position in the same classification shall not be required to undergo a new probationary period in the same position into which transferred provided the employee has completed the employee's probationary period in the classification at the time of transfer.

6.2 Promotional Probation
An employee who has previously completed the requisite probationary period and who is rejected during a subsequent probationary period for a promotional appointment shall be reinstated to the former position from which the employee was appointed. If the employee is discharged during the promotional probationary period, the employee shall not be entitled to such reinstatement rights.

Section 7. Transfer, Promotion, Employment Lists, Reclassification

7.1 Transfer
No employee shall be transferred to a position for which the employee does not possess the minimum qualifications. Upon approval by the City Manager, an employee may be transferred by the department head at any time from one position to another position in a comparable class. For transfer purposes, a comparable class is one with the same maximum salary, involves the performance of similar duties and requires substantially the same basic qualifications. If the transfer involves a change from one department to another, both department heads must consent thereto, unless the City Manager orders the transfer for purposes of economy or efficiency. Transfer shall not be used to effectuate a promotion, demotion, advancement or reduction, each of which may be accomplished only as provided in the City's rules and regulations. Such transfer shall not result in the loss to the employee of any accumulated leave, such as vacation and sick leave, nor shall it affect the employee's length of service with the City of Belmont.

7.2 Promotion
Insofar as is consistent with the best interest of the City, all vacancies in the competitive service shall be filled by promotion from within the competitive service, after a promotional examination has been given and a promotional list established.

7.3 Time Off for Interview or Examination
Interviews for the City of Belmont jobs and promotional examinations scheduled by the City during an employee’s regular working hours may be taken without loss in compensation.

7.4 Reclassification
Reasonable, advance written notice shall be given to the Union of any proposed reclassification or elimination of a position or classification covered by this Memorandum of Understanding. In the event such reclassification results in the position or classification being moved into a different bargaining unit, the City will offer AFSCME the opportunity to meet about such change.

7.5 Employee-Initiated Reclassification Requests
An employee may request in writing a reclassification of his/her position during the month of January of each year. Requests shall be processed through the employee’s Department Head and submitted to Human Resources.
39 City of Belmont/AFSCME MOU 2022-2025
10 Requests must include:
 Detailed justification for the request
 Supervisor’s and/or Department Head’s review and comment.

Human Resources will respond to this request within ninety (90) calendar days of the request by notice to the employee; however, there can be a thirty (30) day extension by mutual agreement. If meetings with the employee are required, the employee may request representation.

If the City determines a reclassification of the position is warranted the reclassification shall be handled through the regular budgetary process and shall be effective the beginning of the following fiscal year.

If the City denies the reclassification request, the City will provide the employee the reasons for the denial in writing.

This provision is not subject to the grievance procedure.

All other procedures pertaining to employee requests for reclassification shall be in accordance with the procedures outlined in Section 10.6 of the Personnel Rules and Regulations.

Section 8. Layoff and Reemployment

8.1 Layoff
Whenever in the judgment of the City Council it becomes necessary in the interest of the economy or because the necessity for a position no longer exists, the City Council may abolish any position of employment in the city service or reduce the number of hours for any position in the city service, and the employee holding such position of employment may be laid off, either partially or completely, without taking disciplinary action.

8.2 Notice of Layoff
Except in cases of emergency, the City Manager shall notify, in writing, the employee and the union of the proposed action and reasons therefore at least twenty-eight (28) calendar days in advance of such action. A copy of this Section 8, Layoff and Reemployment, shall be attached to the written notice. The City will offer to meet and confer with the union regarding the impacts of specific layoffs.

8.3 Grievance of Layoff
An employee who receives notice of a specific action under the layoff procedure and believes that the layoff procedure has not been correctly applied in the employee's case, may appeal as provided in the grievance procedure. The decision itself to lay off shall be specifically excluded from the grievance or any other appeal procedure.

8.4 Order of Layoff
Employees shall be laid off in inverse order of their length of service in a classification.

Length of service is the amount of combined regular or probationary service in the classification affected and any former classification that the employee may have held with the City. If two or more employees have the same length of service, the order of layoff will be determined by the City Manager.

8.5 Displacement Rights
A. An employee who has received a notice of layoff may elect, in lieu of layoff, to be reassigned to a position in a lateral or lower related classification within his/her department, provided that in order to displace the employee with less service the laid off employee must, in the opinion of the Human Resources Director, meet the minimum qualifications of the classification into which he/she is displacing. The laid 40 City of Belmont/AFSCME MOU 2022-2025
11 off employee may also displace a less senior employee in another department, provided that the laid off employee has held regular status in that classification and performed in a satisfactory manner.

B. If the employee is unable to displace an employee with less seniority as described in (A) he/she may accept a voluntary transfer or demotion to a vacant position in a lateral or lower related classification in which no previous service has been rendered provided that, in the opinion of the Human Resources Director, the employee meets the minimum qualifications of the classification. If two (2) or more employees request to transfer or demote into the same vacant position as described herein, the employee with the highest seniority, as defined in this Section 8, will have his/her request granted.

C. Employees requesting to exercise their right to displace into a classification as provided in (A) or (B) above must make such request to the Human Resources Director in writing within five (5) calendar days of their receipt of written notice of layoff. Failure to comply with the deadline provided herein shall be deemed a waiver of the displacement rights provided in this Section 8. Should the Human Resources Director determine that the laid off employee does not meet the minimum qualifications for the classification into which the employee requests to be reassigned, such decision may be appealed to the City Manager. The decision of the City Manager may be appealed to an Adjustment Board comprised of one person designated by the union/association, one person designated by management, and a third person who shall be selected by the first two Adjustment Board members. The decision of the Adjustment Board shall be final and not subject to further appeal through the grievance process.

D. Employees laid off as a result of another employee’s exercise of displacement rights shall be entitled to a minimum notice period of fourteen (14) calendar days.

E. When an employee chooses to displace into a position in a lateral or lower related classification, said employee must accept the salary, hours and working conditions of the position. If the employee’s salary prior to displacement is within the salary range of the lateral or lower related classification into which the employee is displacing, the employee will retain the salary held prior to displacing, even if that places the employee’s salary between steps in the new salary range. If the employee’s salary prior to displacing is above the top of the range of the lateral or lower related classification, the employee’s salary will be placed at the top of the salary range of the lateral or lower related classification. Employees who accept a voluntary transfer or demotion as described in (B) shall serve a probationary period of twelve (12) months.

F. If an employee chooses to displace into a position in a lateral or lower classification within the same department, he/she shall have the right to displace first into the highest lateral or lower classification. If an employee chooses to displace into a position in another department, if such employee held regular status in more than one classification, he/she shall have the right to displace first into the highest classification in which regular status was previously held. Highest classification shall be defined as the classification with the highest top step in the salary plan in effect at the time of layoff.

G. Seniority for the purpose of exercising the displacement rights provided in this Section is defined as the total cumulative number of years of probationary and regular service with the City of Belmont beginning with the worker's first date of employment with the City.
41 City of Belmont/AFSCME MOU 2022-2025
12 H. Employees may elect to be laid off in lieu of displacement. Accepting such a layoff does not affect the employee's reemployment rights under this Agreement.

I. At the time of a layoff, employees who were previously members of the Bargaining Unit (e.g., who subsequently promoted out of the unit) shall have all the rights described in Section 8.

J. A part-time regular employee may only displace into a part-time position in a lateral or lower related classification in accordance with the provisions of this Section.

K. A full-time regular employee may displace into a full-time or part-time position in a lateral or lower related classification in accordance with the provisions of this Article.

8.6 Reemployment
A. The names of employees laid off shall be placed on a reemployment list from most senior to least senior. The employee with the greatest seniority on the reemployment list, including those who exercised their displacement rights or who took a voluntary demotion, shall be offered reinstatement in a vacant classification for which said employee meets the minimum qualifications. In the event the employee refuses two (2) offers of reemployment, said employee's name shall be removed from the reemployment list. The employee’s name shall not be removed from the reemployment list if said employee refuses reemployment into a classification that is lower than the highest classification held by the employee. In hiring for a vacant position in a classification, such reemployment list shall take precedence over all other employment lists.

B. Any employee who accepts an offer of reemployment to the highest classification he/she would have been entitled to at the time of layoff shall have his/her name removed from the reemployment list.

C. Any employee who is laid off and is subsequently eligible for reemployment shall be notified by the City in writing, sent by certified mail to the last address given the City by the employee, of any vacancies for which he/she is eligible. Employees so notified shall respond within seven (7) working days of the date notice was sent.

Copies of all such reemployment notices together with a listing of employees to whom they were sent shall be sent to the Union.

D. The names of employees who exercise their right to displace into a classification as provided in Section 8.5(A) or (B), and the names of employees whose layoff results in unemployment from the City shall remain on a reemployment list for a period of one (1) year. This one (1) year period shall commence upon the date the employee begins his/her service in the lower/lateral classification into which he/she displaced as defined in Section 8.5(A) or (B), or upon the date unemployment from the City begins.

E. Any employee rehired as defined in Section 8.6 shall serve a probationary period of no more than twelve (12) months, unless the reemployed employee has prior service in the classification into which he/she is being rehired.

8.7 Abolition of Position
The provisions of this Section 8 shall apply when an occupied position is abolished.

8.8 Contracting of Services
The City will give the Union no less than sixty (60) days notice of its intention to contract for services which are being performed by employees covered by this Memorandum of 42 City of Belmont/AFSCME MOU 2022-2025
13 Understanding. The parties will meet and confer in an expedited manner over the impact such contracting of services may have on said employees, and the Union may propose and the City will consider reasonable alternatives to contracting of City services.

Section 9. Resignation and Reinstatement

9.1 Resignation
Any employee wishing to resign from employment in good standing shall file with the department head at least two (2) weeks’ notice of an intention to leave City service unless a shorter period of time is agreed upon between the employee and the department head.

The written resignation shall state the effective date and reasons for leaving.

9.2 Reinstatement
A regular or probationary employee who has resigned in good standing may be reinstated by the City Manager, upon recommendation of the department head, to a vacant position of the same class as the previous position held within a period of one (1) year from the effective date of such resignation. A new probationary period may be required.

Section 10. Reallocation of Position
An employee in a position reallocated to a lower classification shall have the right of: (1) transferring to a vacant position in the employee's present classification in the same or another department, provided the head of the department into which the transfer is proposed agrees, or (2) continuing in the same position in the lower classification at a Y rate of pay when the incumbent's pay is higher than the maximum step of the schedule for the lower classification. Such Y rate of pay shall be discontinued when the incumbent ceases to occupy the position or whenever the maximum pay of the salary assigned to the lower classification equals or exceeds such Y rate. The Y rate provisions of this Section shall not apply to layoffs, demotions, or other personnel actions resulting in an incumbent moving from one position to another.

Section 11. Performance Evaluation Procedure

11.1 Process
Performance reports on each employee shall be filed by the department head at regular intervals with the City Manager in such form as the City Manager shall prescribe. Reports of performance shall be governed by the following:

A. The originating department shall send a form for each employee to the appropriate department head on the anniversary date each year and the department head shall complete and return the form within thirty (30) days. Any step increase for which the employee qualifies as a result of the performance appraisal shall occur or be retroactive to the employee’s anniversary date.

B. At least two (2) performance reports shall be conducted for employees; one in each 6 month period of probation.

C. When the department head or supervisor observes a change in an employee's work performance sufficient to cause a change in the department head's overall rating, a report shall be filed.

D. All performance reports must be reviewed by the affected employee who shall sign the report acknowledging that the employee's performance evaluation has been reviewed with the department head or supervisor.

E. All performance reports shall be signed by the City Manager before being placed in an employee’s personnel file.
43 City of Belmont/AFSCME MOU 2022-2025
14 11.2 Performance Report Meeting With Employee
Before submitting the report to the City Manager, each department head or supervisor who has prepared a performance report must meet and discuss the report with the employee.

The employee and the department head or supervisor both must sign the evaluation prior to submitting to the City Manager. The employee’s signature acknowledges receipt of the report. Each employee shall receive a copy of the report. If an employee is dissatisfied with the evaluation, following the meeting with the department head or supervisor, the employee can file an appeal with the City Manager for review of the report.

11.3 Appeals of Performance Report
Within five (5) days after the performance report meeting between the employee and supervisor or department head, an employee may request, in writing, a review of the report by a reviewer. The City and the Union will mutually agree on a reviewer. Within five (5) days after said review, the reviewer shall either accept the original report, a modified report, or cause a new report to be prepared which shall be entered into the personnel file as the official report. The official report shall bear the reviewer’s signature.

11.4 Use of Performance Reports
Performance reports shall be considered by the City Manager in determining salary increases and decreases, the advisability of transfers, demotions and dismissals, and in promotional examination. Performance reports are highly confidential and are available only to the Council and appropriate department heads and affected employees.

11.5 Non-Grievability
This Section 11 shall not be subject to the grievance procedure in Section 20 of the Memorandum of Understanding.

Section 12. Hours of Work, Overtime, Premium Pay

12.1 Hours of Work
The standard workweek for employees occupying full-time positions consists of forty (40) hours per week unless otherwise specified by the City. Should the City elect to change the regular work schedule, the affected employee(s) will be provided thirty (30) days notice of such change, unless an alternate timeframe is mutually agreed upon. An alternate work schedule (9/80 or 4/10) may be approved by the City Manager. An employee requesting such an alternate schedule must submit a plan to the department head describing in detail the specific schedule and the anticipated impact on the City’s operations. The employee’s request will be responded to in writing within thirty (30) days of the date of submittal. The City will remain open for business Monday through Friday from 8:00 AM until 5:00 PM and will continue to provide a high level of service to the citizens of Belmont. The decision of the City Manager will be final and not subject to the Grievance Procedure.

12.2 Overtime
Authorized work performed in excess of forty (40) hours in one (1) week shall constitute overtime. All compensable overtime must be authorized by the department head or the department head's designated representative in advance of being worked. If prior authorization is not feasible because of emergency conditions, a confirming authorization must be made on the next regular working day following the date on which the overtime was worked. An employee required to work in excess of the regularly scheduled hours of work (normally 8 hours, or 10 hours for employees working a 4/10 work schedule) shall be compensated for each overtime hour so worked at the rate of one and one-half (1-1/2) times the employee's base rate of pay. An employee required to work any overtime between the hours of 12:00 Midnight and their regularly scheduled start time shall be compensated for each such overtime hour at the rate of two (2) times the employee's base rate of pay. If FLSA overtime amount is higher, the employee shall receive FLSA overtime. An employee required to work in excess of four (4) continuous hours of overtime on an emergency basis will receive a ten-dollar ($10.00) meal reimbursement allowance. Payment for overtime worked will be either cash or compensatory time off upon mutual agreement of the 44 City of Belmont/AFSCME MOU 2022-2025
15 department head and the employee subject to the availability of funds and with consideration of the employee's current accumulation of compensatory time off.

Employees may accumulate up to a maximum cap of one hundred sixty (160) hours of compensatory time off; overtime earned after the compensatory time off cap of one hundred sixty (160) hours has been reached will be paid as overtime pay at the rate of one and onehalf (1 ½) times the employee’s base rate of pay.

The above provision for overtime shall be granted in accordance with state and federal law.

12.3 Scheduled Workday
Employees covered by this Memorandum of Understanding will not have a scheduled workday reduced in whole or in part to compensate for time which they are ordered to work in excess of another regularly scheduled workday. An employee and his/her supervisor may agree to adjust the employee’s regularly scheduled workday in lieu of overtime compensation so long as such regularly scheduled workday adjustment occurs within the employees designated work week. The City may require a temporary shift change that is scheduled in advance within the normal hours of work.

The City's policy is that employees are to receive one (1) fifteen (15) minute rest period for each four (4) hours worked. The Union recognizes that under extenuating circumstances which are considered the exception to practice, an employee may not be able to take said rest period.

12.4 Call Back
An employee recalled to work outside of and not continuous with regularly scheduled hours shall be paid a minimum of two (2) hours at the rate of one and one-half (1-1/2) times the employee's base rate of pay. Employees in the Street Sweeper classification are eligible for call back pay.

12.5 Stand-By Duty
An employee assigned to be on stand-by to answer calls outside of regularly scheduled hours shall receive two (2) hours pay at the employee's base rate of pay, or two (2) hours of compensatory time off, for each week night of stand-by time.

An employee assigned to be on stand-by on Saturday or Sunday shall receive three (3) hours' pay at the employee's base rate of pay, or three (3) hours of compensatory time off, for each day assigned.

An employee assigned to be on stand-by on any holiday shall receive six (6) hours' pay at the employee's base rate of pay, or six (6) hours of compensatory time off.

There shall be two (2) employees designated to be on stand-by, one (1) of whom shall be designated as "primary" and the other shall be designated as "secondary". The primary stand-by employee shall be called first, and the secondary stand-by employee shall be called when, in the opinion of the primary stand-by employee, the secondary stand-by employee is needed.

12.6 Back-Up Duty
Back-up assistance needed for call-outs will be drawn from other employees on the sewer stand-by list. For each response to a call-out, the back-up employee shall receive one-seventh (1/7) credit toward eight (8) hours of compensatory time off. The minimum period for which an employee shall be called out shall be one (1) hour. These credits shall accumulate until any individual maintenance employee who responds in a back-up capacity has assisted the primary maintenance employee assigned to on-call status for seven (7) call hours, at which time the back-up employee will be credited with eight (8) hours of compensatory time off.
45 City of Belmont/AFSCME MOU 2022-2025
16 12.7 Utilization of Compensatory Time Off
Compensatory time off will be taken at a time agreeable to the employee and the department head.

Section 13. Holidays

13.1 Authorized Holidays
The holidays to be observed in this City are as follows and employees shall not be required to be on duty unless the department head has so indicated:

New Year’s Day January 1
Martin Luther King Jr.’s Birthday Third Monday in January President’s Day Third Monday in February
Memorial Day Last Monday in May
Independence Day July 4
Labor Day First Monday in September
Columbus Day Second Monday in October
Veteran's Day November 11
Thanksgiving Day Fourth Thursday in November
Friday after Thanksgiving
Christmas Day December 25

In addition to the above-listed holidays, employees shall receive two (2) Floating Holidays, to be taken, after one (1) year of service, at any time mutually convenient to the department head and the employee and every day proclaimed by the President of the United States, Governor of California, or Mayor of this City as a public holiday. Floating Holidays will only be usable as time off and may not be paid out upon separation from City service. Floating Holidays must be used in the calendar year in which they are accrued and may not be carried over into a subsequent calendar year.

When a holiday falls on Sunday, the following Monday shall be observed. When a holiday falls on Saturday, the previous Friday shall be observed. If the holiday falls on an employee's regularly scheduled day off, compensatory time shall be granted.

Either the day before Christmas or the day before New Year's Day shall be a holiday, the specific day to be determined by mutual agreement between the employee and the department head, and the employee shall not be required to be on duty unless the department head has so indicated.

In the event the City awards Juneteenth or any other state or federal holiday for any group of City employees, it shall also provide the holiday to all employees in classifications represented by the Union.

13.2 Work Performed on a Holiday
Any regular full-time employee who is required to work on any of the holidays specified in Section 13.1 shall be paid as follows:

If an employee works on a holiday that falls on a regularly scheduled work day, such employee shall receive eight (8) hours of holiday pay, plus one and one-half (1.5) times the employee’s base rate of pay for all hours actually worked on the holiday, and one (1.0) times compensatory time off for all hours actually worked on the holiday, for a total of two and onehalf (2.5) times all hours actually worked on the holiday. For example, if an employee works three (3) hours on a holiday that falls on a regularly scheduled work day, the employee will receive eight (8) hours of holiday pay, plus three (3) hours of time and one-half pay, plus three (3) hours of straight time compensatory time.

If an employee works on a holiday that falls on a regular day off, such employee shall receive eight (8) hours of holiday credit, plus one and one-half (1.5) times the employee’s base rate 46 City of Belmont/AFSCME MOU 2022-2025
17 of pay for all hours actually worked on the holiday, and one (1.0) times compensatory time off for all hours actually worked on the holiday, for a total of two and one-half (2.5) times all hours actually worked on the holiday. For example, if an employee works three (3) hours on a holiday that falls on a regular day off, the employee will receive eight (8) hours of holiday credit, plus three (3) hours of time and one-half pay, plus three (3) hours of straight time compensatory time.

13.3 Holiday During Vacation
In the event any of the holidays specified in Section 13.1 above occurs while an employee is on vacation, the holiday shall not be charged to vacation.

Section 14. Vacation Leave

14.1 Vacation Allowance
A. Regular full-time employees shall be entitled to vacation leave as follows:

Length of Service Days of
Vacation
Hours Accrued Per Month of Service
From hire up to 4
years
10 days 6-2/3 hours
4 or more years 15 days 10 hours
5 or more years 16 days 10-2/3 hours
6 or more years 17 days 11-1/3 hours
7 or more years 18 days 12 hours
8 or more years 19 days 12-2/3 hours
9 or more years 20 days 13-1/3 hours
14 or more years 22 days 14-2/3 hours
B. New Lateral Appointments
With City Manager approval, the City can offer new lateral hires vacation allowance and /or accrual at a rate higher than that specified above. The vacation allowance/accrual cannot be higher than that provided for 15 years of service in the current MOU.

14.2 Vacation Accumulation
In the event an employee is unable to take all of the vacation leave to which the employee is entitled in a calendar year, the employee shall be permitted to accumulate the unused portion to the employee's credit, provided that the accumulated time does not exceed two times the employee’s annual allowance, unless an extension is granted by the City Manager due to exceptional circumstances. Employees who have reached their accrual limit will not accrue any additional vacation unless and until their accrued vacation is below their accrual limit.

14.3 Pay Upon Termination
Employees who leave City service, shall be paid straight-time salary for all accrued vacation leave earned on or before the effective date of termination.

14.4 Vacation Scheduling
The time during a calendar year at which an employee may take the employee's vacation shall be determined by the department head with due regard for the wishes of the employee and the needs of the City.
47 City of Belmont/AFSCME MOU 2022-2025
18 Section 15. Sick Leave

15.1 Accrual and Usage
Sick leave, with pay, shall be granted to all full-time regular and probationary employees.

Sick leave shall not be considered as a right which an employee may use at the employee's discretion, but shall be allowed only in case of necessity and actual personal or family sickness or disability. In order to receive compensation while absent on sick leave, the employee shall notify the employee's immediate supervisor prior to the time set for beginning the employee's daily duties. An employee taking sick leave may be required to file a physician's certificate or personal affidavit with the supervisor or department head stating the cause of the absence.

For purposes of computing sick leave, one (1) day shall be considered as eight (8) working hours. In the event that one or more City holidays fall within a period of an employee's illness on sick leave, such holiday shall not be charged against the employee's sick leave balance. Sick leave shall be earned at the rate of one (1) day for each calendar month of service.

A maximum of eighty (80) hours of accumulated sick leave may be taken each calendar year in case an employee's presence is required elsewhere because of sickness or disability affecting the employee's immediate family. The immediate family shall consist of the spouse, children, parents, brothers, sisters, domestic partner or dependents of the employee.

15.2 Accumulation
Unused sick leave shall be accumulated to a total of not more than two hundred (200) days.

An employee who is off on sick leave shall be entitled to accumulate earned sick leave while using the employee's previously earned sick leave. An employee who is on leave without pay shall not accumulate sick leave credits.

15.3 Workers' Compensation - Integration with Sick Leave In the event that the employee chooses to integrate the employee's accumulated unused sick leave with Workers' Compensation and Workers' Compensation payments cover all or part of the period during which sick leave is paid, the sum of the two shall not exceed the sick leave benefit payable for said period, and the unused portion of accumulated sick leave will continue to be credited to the employee.

15.4 Pay for Unused Sick Leave Upon Separation from City Service Retirement
Upon retirement from the City of Belmont, employees with an unused sick leave balance may exercise one or both of the following options. Hours applied to one option may not be applied to the other.
 Convert all or a portion of their unused accrued sick leave days at the time of retirement to additional PERS service credit at the rate of 0.004 year(s) of service for each day of unused sick leave.
 Receive compensation for unused accrued sick leave days, up to a maximum of one hundred eighty (180) days, based on years of service as follows:

Years of Service Percentage of Sick Leave Days
5 to 9 years 25%
10 or more years 50%
For the purposes of this section, retirement will be defined as receiving a PERS retirement benefit.
48 City of Belmont/AFSCME MOU 2022-2025
19 Death
Upon the death of an employee actively employed by the City, the City shall compensate the employee’s PERS designated beneficiary(ies) with a percentage of the deceased employee’s accrued unused sick leave based on years of service as follows:

Years of Service Percentage of Sick Leave Days
5 to 9 years 25%
10 or more years 50%

15.5 Temporary Employees
Temporary full-time employees who are appointed to a regular position in the same classification, without a break in service with the City in excess of two (2) weeks, shall have credited to their sick leave balance eight (8) hours of sick leave for each full month of temporary service with the City up to a maximum of forty-eight (48) hours.

Section 16. Other Leaves

16.1 Bereavement Leave
The City will provide up to three (3) days paid bereavement leave for immediate family (including City’s expanded immediate family) per calendar year. Employees can take additional bereavement leave by using other accrued paid time including sick leave, vacation and compensatory time.

16.2 Industrial Disability Leave of Absence
Any regular full-time employee of the City who has suffered a disability caused by illness or injury arising out of and in the course of the employee's employment, as defined by the Workers' Compensation laws of the State of California, shall be entitled to disability leave while so disabled without loss of compensation for the period of such disability to a maximum of eighty (80) hours.

During the period the employee is paid by the City, the employee shall endorse to the City any benefit payments received as a result of Workers' Compensation insurance coverage.

The City reserves the right to withhold payment of any disability benefits until such time as it is determined whether or not the illness or injury is covered by Workers' Compensation.

The benefits of sick leave and disability leave shall be mutually exclusive and no sick leave benefits may be used for the purposes specified under this Section 16.2.

If the employee's disability caused by illness or injury arising out of and in the course of the employee's employment extends beyond the eighty (80) hours described above, the employee may integrate the employee's unused sick leave, vacation leave, and compensatory time-off accruals with the Workers' Compensation payments provided that the sum of the Workers' Compensation payments and paid leave does not exceed the employee's regular rate of pay for said period.

Industrial disability leave may not exceed twelve (12) months and ten (10) days unless extended by the City Manager whose decision shall be final.

The City shall continue to pay the insurance premiums for the employee when an employee is on a leave of absence without pay as a result of an industrial disability in accordance with this Section.

16.3 Non-Industrial Disability Leave Without Pay
An employee who is disabled by reason of illness or injury which is not job-incurred may be granted a leave of absence without pay so long as such disability continues and is substantiated by a physician's statement. Such leave shall not exceed twelve (12) months.

Unpaid leave may be granted only after the employee has used the entire employee's accrued sick leave. At the employee's option, accrued vacation and compensatory time off 49 City of Belmont/AFSCME MOU 2022-2025
20 may be used during the period of such leave, but in no case shall the combination of paid and unpaid leave exceed twelve (12) consecutive months.

Family and Medical Disability leave shall be granted in accordance with applicable state and federal law.

The City shall, for a maximum of 6 months, continue to pay the insurance premiums for the employee when an employee is on a leave of absence without pay as a result of a nonindustrial disability in accordance with this Section.

16.4 Personal Leave of Absence
The City Manager may grant a permanent employee a leave of absence without pay or benefits for a period not to exceed ninety (90) days. Request for such leave shall be in writing and shall be approved in advance by the City Manager in writing.

16.5 Limited Duty
Upon the advice of the employee's physician, an employee may request transfer to less strenuous or hazardous duties within the employees' classification which the employee is qualified to perform. Such duty shall not result in the transfer, layoff or other displacement of any other employee covered by this Agreement.

16.6 Jury Duty
An employee summoned to jury duty shall inform the employee's supervisor and, if required to serve, may be absent from duty with full pay; provided, however, the employee must remit to the City all fees received except those specifically allowed for mileage and expenses.

16.7 Military Leave
Military leave shall be granted in accordance with the provisions of State and Federal law.

All employees entitled to military leave shall give the appointing authority an opportunity within the limits of military regulations to determine when such leave shall be taken.

16.8 Seniority Rights and Salary Adjustments While On Leave of Absence Seniority begins on date of hire. After successful completion of probation, seniority continues to accrue until termination. If termination is voluntary or if the employee is on an approved leave of absence, seniority will not accrue during the period of the leave or the voluntary termination. If the employee returns to employment within 12 months of taking leave or voluntary termination, seniority will resume accrual upon date of return.

Authorized leave of absence without pay which exceeds two (2) weeks for: (1) leave of absence for personal reasons, or (2) leave of absence for non-industrial illness or injury, or (3) leave of absence for industrial illness or injury shall not be included in determining salary adjustments. Authorized leave of absence without pay which exceeds thirty (30) calendar days for: (1) leave of absence for personal reasons, or (2) leave of absence for non-industrial illness or injury, or (3) leave of absence for industrial illness or injury shall not be included in determining seniority rights.

16.9 Catastrophic Leave Program
A permanent employee may be eligible to receive donations of paid leave other than sick leave, to be included in the recipient employee's sick leave balance if she/he has suffered a catastrophic illness or injury which prevents the employee from being able to work for an extended period of time. Catastrophic illness or injury is defined as a critical medical condition considered terminal or an illness or injury causing long-term major physical impairment or disability.

A. The recipient employee, recipient employee's family, or other person designated in writing by the recipient employee must submit a request to the City Manager. 50 City of Belmont/AFSCME MOU 2022-2025
21 B. The recipient employee is not eligible so long as she/he has paid leaves available, however, the request may be initiated prior to the anticipated date leave balances will be exhausted.

C. A medical verification of eligibility for FMLA (Section 16.10) must be provided by the recipient employee.

D. A recipient employee is eligible to receive ninety (90) working days of donated time per employment. Requests for exceptions to this limit may be submitted to the City Manager whose decision shall be final.

E. Donations shall be made in full-day increments of eight (8) hours, and are irrevocable. The donor employee may donate vacation up to any amount so long as the donor employee retains at least eighty (80) hours of vacation. Compensatory time may also be donated without limit on the amount. Sick leave may not be donated.

F. Time donated will be converted from the type of time donated to sick leave and credited to the recipient employee's sick leave balance on an hour-for-hour basis and shall be paid at the rate of pay of the recipient employee. All sick leave provisions will apply.

G. Time donated in any pay period may be used in the following pay periods. No retroactive donations will be permitted.

H. The determination of the employee's eligibility for Catastrophic Sick Leave donation shall be at the City Manager's sole discretion and shall be final and non-grievable.

16.10 Family Care Leave and Paid Family Leave
The City will provide Family Care Leave in accordance with the Family Medical Leave Act (FMLA), California Family Rights Act (CFRA), and the Personnel Rules and Regulations.

The City will provide Paid Family Leave, a component of State Disability Insurance (SDI), in accordance with state legislation.

Section 17. Health and Welfare Plans

17.1 Hospital/Medical Plans
The City will participate in the Public Employees’ Medical and Hospital Care Act (PEMHCA) medical plans, as administered by PERS.

The City will provide each eligible employee who participates in a City sponsored medical insurance plan with the minimum employer contribution towards the purchase of medical insurance benefits required under the Public Employees’ Hospital and Medical Care Act (PEMHCA).

17.2 Flexible Benefits Plan

17.2.1 Plan Design
The City will offer an Internal Revenue Code Section 125 Plan which contains the components of premium conversion, health care reimbursement account, dependent care reimbursement account, and cash option.

An employee may use Flexile Benefit Plan funds toward the cost of employerprovided health insurance for the employee and eligible dependents.

An employee may use Flexible Benefit Plan funds that may be taken as cash in lieu of medical plan premiums contributions for health care reimbursement 51 City of Belmont/AFSCME MOU 2022-2025
22 account, dependent care reimbursement account, or cash option in accordance with Plan procedures.

An employee eligible for alternative group medical insurance may waive the City’s medical insurance coverage and select such alternate plan upon proof of such alternate coverage.

17.2.2 City Contributions
City will contribute an amount up to the current CalPERS Region 1 Health Premium (covering San Mateo County) for Kaiser Permanente Subscriber & 2+ Dependents (“City Contribution”) which may be used as provided in Section

17.2.1. 17.2.3 Cash Option
Employees may elect to receive cash as an option as follows. (A) Employees hired before August 1, 2012 (“Tier 1 Employee”) (1) Upon ratification of this MOU, employees hired before August 1, 2012 (“Tier 1 Employee”) may elect to receive in cash the difference of the City Contribution minus the premium amount of any health insurance plan elected, if the difference is greater than zero up to a maximum monthly amount in the table below based on the employee’s selected plan or waiver of health coverage:

Employee selected
plan
Maximum monthly
cash option
Blue Shield Access+ $720.30
Kaiser Permanente $826.70
All other plans $826.70
Waiver of coverage $1,287.07
(2) For any Tier 1 Employee who has waived the City’s medical insurance as of the effective date of this MOU for plan year 2022, the employee will receive $150.07 per month in deferred compensation (“Additional Deferred Compensation Contribution”). Such compensation shall not be a vested benefit. In the event such an employee later elects to be covered by the City’s medical insurance, the employee will no longer receive the Additional Deferred Compensation Contribution. (3) Effective the first payroll of January 2023, Tier 1 Employees may elect to receive in cash the difference of the City Contribution minus the premium amount of any health insurance plan elected, if the difference is greater than zero up to a maximum monthly amount in the table below based on the employee’s selected plan or waiver of health coverage:

Employee selected
plan
Maximum monthly
cash option
Blue Shield Access+ $720.30
Kaiser Permanente $826.70
All other plans $826.70
Waiver of coverage $1,137.00
52 City of Belmont/AFSCME MOU 2022-2025
23 (4) For any Tier 1 Employee who continues to waive coverage as of January 1, 2023 for plan year 2023, the employee will receive an additional $150.07 per month in deferred compensation (for a total of $300.14). Such compensation shall not be a vested benefit. In the event such an employee later elects to be covered by the City’s medical insurance, the employee will no longer receive Additional Deferred Compensation Contributions.
(5) After the effective date of this MOU, any Tier 1 Employee who changes coverage status (i.e. from waiver to coverage, coverage to waiver, or increase/decrease in level of coverage) shall be treated as an employee hired on or after August 1, 2012 (“Tier 2 Employee”) for the purpose of any future in-lieu payments and subject to paragraph (B).

Example Calculations
Assumptions:

Region 1 health premiums effective January 1, 2023
Kaiser Permanente Subscriber & 2+ Dependents = $2,228.36 PERS Platinum Subscriber & 1 Dependent = $2,114.02
PERS Gold Subscriber = $701.23
Blue Shield Access + Subscriber & 2+ Dependents =
$2,901.63
Example #1 - Cash option amount for employee selecting
PERS Platinum Subscriber & 1 Dependent in 2023.

Cash option = $114.34 ($2,228.36 – $2,114.02 = $114.34
which is less than $826.70 max for “other plans”)
Example #2 - Cash option amount for employee selecting
PERS Gold Subscriber only
Cash option = $826.70 ($2,228.36 – $701.23 = $1,527.13
which is greater than $826.70 max for “other plans”)
Example #3 - Cash option amount for employee selecting Blue Shield Access + Subscriber & 2+ Dependents
Cash option = $0 ($2,228.36 – $2,901.63 = (-)$673.27, which is less than zero)
(B) Employees hired on or after August 1, 2012 (“Tier 2 Employee”) who waive medical insurance coverage as provided in Section 17.2.1 may elect to receive in cash $389.94 per month.

17.4 Changes in State or Federal Law
If, pursuant to any federal or state law which may become effective subsequent to the effective date of this Memorandum of Understanding, the City is required to pay contributions or taxes for hospital-surgical, dental care, prescription drug or other health benefits to be provided its employees under such federal or state act, the parties agree to meet and confer regarding the impact of such a plan on existing benefits. In no event will the cost obligation specified in this agreement for providing benefits be automatically increased as a result of such federal or state plan.
53 City of Belmont/AFSCME MOU 2022-2025
24 It is understood that during the term of this contract, the City may seek expert opinion as to the parameters of this program and all contributions to Flexible Benefits Plan outlined below are contingent upon compliance with state and federal rules and regulations. The Parties agree to meet and confer regarding a replacement provision if any part of this structure is found to be noncompliant.

17.5 Vision Care
The City will provide vision care benefits during the duration of this Agreement, up to a maximum composite monthly rate of $30.00 per employee. If the monthly premium exceeds $30.00 per employee, the City and the Union agree to meet and confer over a resolution.

During the term of the MOU, the Union or the City may provide written notice to the other party requesting to meet regarding the modification/enhancement of the vision care benefits.

It is the intent of the parties to conclude any discussions prior to October open enrollment period. Both parties must mutually agree to any changes in benefit levels.

17.6 Dental Plan
Effective no later than July 2019, the City will increase the annual dental coverage amount to two thousand dollars ($2,000) for each participant, and will increase the lifetime orthodontia coverage amount to two thousand dollars ($2,000) for each participant.

The City will provide Delta Dental PPO plan insurance coverage for employees and their eligible dependents. The City will pay for the majority of the premium cost of the dental plan in accordance with the following schedule of employee monthly contribution:

Benefit Level Employee Cost
Employee only $0.00
Employee +1 $5.00
Employee +2 $10.00
During the term of the MOU, the Union or the City may provide written notice to the other party requesting to meet regarding the modification of dental benefits. It is the intent of the parties to look at the enhancement of dental benefits and to conclude any discussions prior to the October open enrollment. Both parties must mutually agree to any changes in benefit levels.

17.7 Life and Accidental Death and Dismemberment Insurance The City shall pay on behalf of each regular full-time employee a monthly premium contribution sufficient to provide a flat $75,000 life and accidental death and dismemberment insurance amount for each employee.

17.8 Long Term Disability
Long-term disability insurance will continue to be provided. The amount of long-term disability insurance shall be based upon the employee's basic monthly earnings, reduced by any deductible benefits. The employee shall pay the actual monthly cost of the premium on an after-tax basis.

17.9 State Disability Insurance
A. The City will continue to participate in the California State Disability Insurance Program (SDI). Any benefits received under this program will be automatically integrated with any available sick leave and/or Workers' Compensation benefits.

Once sick leave is exhausted, employees may integrate SDI benefits with unused vacation leave or compensatory time. Integrated payments shall at no time exceed the employee’s regular rate of pay.
54 City of Belmont/AFSCME MOU 2022-2025
25 B. Paid Family Leave
Employees receiving Paid Family Leave benefits shall be required to take up to two (2) weeks of earned but unused vacation leave or compensatory time as permitted by state law.

17.10 Retirement
Classic/Legacy employees, hired before December 28, 2012, shall receive the 2% at 55 formula for miscellaneous employees from the Public Employees’ Retirement System, hereinafter referred to as PERS, with the following optional benefits:
 Credit for Unused Sick Leave;
 Industrial Disability Retirement for Local Miscellaneous Members; and  Fourth Level of 1959 Survivor Benefits.

Classic/Legacy employees hired on or after December 28, 2012 shall be covered with a PERS retirement plan with 2% at 55 with the following benefit:

Three (3) years average salary for determination of benefits.

Employees who qualify as “New members” as that term is defined by the California Public Employees’ Pension Reform Act of 2013 (PEPRA) shall have the benefits that are required by PEPRA, which include, but are not limited to:
 2.0% @ 62 formula
 Three Year Average Final Compensation,
Employee contribution to be determined by Government Code Section 7522.30

17.11 Retiree Health Benefits
A. Retirees with five (5) years of service.

An employee who retires in accordance with PERS regulations after five (5) years of continuous employment with the City of Belmont shall be eligible to participate in the PERS health care program. The City will contribute to PERS the required employer contribution for such health plan participation.

B. Retirees with ten (10) years of service.

An employee hired before July 1, 1985 who retires in accordance with PERS regulations after ten (10) years of continuous employment with the City of Belmont shall be entitled to monthly reimbursement of the expenses he or she incurs for hospital and medical care premiums for his or her individual coverage only.

C. Retirees with twelve (12) years of service.

An employee hired after July 1, 1985 who retires in accordance with PERS regulations after twelve (12) years of continuous employment with the City of Belmont shall be entitled to monthly reimbursement of expenses he or she incurs for hospital and medical care premiums for his or her individual coverage only.

D. Retirees after July 1, 2001
An employee who retires after July 1, 2001 and who retires in accordance with (B) or (C) above shall be entitled to monthly reimbursement of hospital and medical care premiums up to a maximum of the amount paid by the City of Belmont for EE employee coverage under the Kaiser health plan.

E. Employees Hired after August 1, 2012
Notwithstanding (C) and (D) above, employees hired after August 1, 2012 shall be entitled to the following retiree health benefits:
55 City of Belmont/AFSCME MOU 2022-2025
26 1. The City shall participate in the CalPERS Health Plan as governed by the Public Employees' Medical and Hospital Care Act (PEMHCA), and provide the minimum PEMHCA contribution for retirees as required by law.

2. Additionally, the City shall contribute the following to a Retirement Health Savings account based on the years of service with the City.

Years of Service Monthly Contribution
Years 0-5 $150.00
Years 6-10 $200.00
Years 11-15 $250.00
Years 16 and thereafter $300.00

3. Employees shall be vested in the Retiree Health Savings Plan after ten (10) years of continuous service with the City.

F. Retiree Dental
A retiree shall be entitled to participate in the City's dental plan at his or her own cost.

17.12 Deferred Compensation
Effective July 1, 2012, the City will contribute 1.3% of base salary to the Deferred Compensation Plan on behalf of employees in the bargaining unit.

Effective the first full pay period in July 2019, the City will contribute 1.3% of base salary plus Fifty Dollars ($50.00) a month to the Deferred Compensation Plan on behalf of the employees in the bargaining unit.

Effective the first full pay period in January 2020, the City will contribute 1.3% of base salary plus One Hundred Dollars ($100.00) a month to the Deferred Compensation Plan on behalf of the employees in the bargaining unit.

Effective the first full pay period in January 2021, the City will contribute 1.3% of base salary plus One Hundred and Fifty Dollars ($150.00) a month to the Deferred Compensation Plan on behalf of the employees in the bargaining unit.

17.13 Domestic Partner Coverage
The City will provide medical coverage for Domestic Partners in accordance with PERS definitions and regulations. The City will provide domestic partner dental, and vision care coverage to the extent and in the manner in which the health plan carriers allow for the domestic partner’s enrollment. For the purposes of providing dental and vision coverage, the domestic partner of the employee shall be defined as an unmarried person, regardless of gender, who resides with the employee and shares the common necessities of life. In a domestic partnership neither partner is married to another; both are at least 18 years of age; are not related by blood so close as to bar marriage; are mentally competent; and are each other’s sole domestic partner, intend to remain so indefinitely, and are responsible for their common welfare. Domestic partners will be required to complete, sign, and file with the City an “Affidavit of Domestic Partnership.” No person who has filed an Affidavit of Domestic Partnership may file another such affidavit until six months after a statement of termination of the previous partnership has been filed with the City. 56 City of Belmont/AFSCME MOU 2022-2025
27 Section 18. Safety

18.1 Observance of Safety Rules and Regulations
Both the City and the Union shall expend every effort to ensure that work is performed with a maximum degree of safety, consistent with the requirement to conduct efficient operations.

Each employee covered by this Memorandum agrees to comply with all safety rules and regulations in effect and any subsequent rules and regulations that may be adopted.

Employees further agree that they will report all accidents and safety hazards to the appropriate management official immediately. Any employee having knowledge of or who is a witness to an accident shall, if requested, give full and truthful testimony as to same.

18.2 Safety Equipment
The City shall continue to supply employees with safety equipment required by the City and/or Cal/OSHA. All employees shall use City supplied safety equipment only for the purposes and uses specified under applicable safety rules and regulations.

Section 19. Disciplinary Actions
Employees may be suspended, discharged, or demoted for cause and a copy of the correspondence to the affected employee regarding any such disciplinary action shall be forwarded to the Union. The action imposed upon an employee may be processed as a grievance through the grievance procedure as outlined in Section 20 of this Memorandum of Understanding.

The City may issue an employee a written reprimand to an employee as disciplinary action.

Such written reprimand is not subject to the grievance procedure. The employee may, within five (5) days of receipt of a written reprimand, appeal the written reprimand in writing to the City Manager or designee. The City Manager’s determination shall be final and binding.

Section 20. Grievance Procedures

20.1 Definition
A grievance is any dispute which involves the interpretation or application of any provision of this Memorandum of Understanding excluding, however, those provisions of this Memorandum of Understanding which specifically provide that the decision of any City official shall be final, the interpretation or application of those provisions not being subject to the grievance procedure.

20.2 Procedure
A grievance shall be filed according to the following procedure:

A. Step 1. Immediate Supervisor. A grievance may be filed by an employee on behalf of the employee, or jointly by a group of employees or by the Union.

Within ten (10) calendar days of the event giving rise to a grievance, the grievant shall present the grievance in writing to the immediate supervisor. Grievances not presented within the time period shall be considered resolved.

The supervisor shall meet with the grievant to settle the grievance and give a written answer to the grievant within ten (10) calendar days from the receipt of the grievance by the supervisor. When the immediate supervisor is also the department head, the grievance shall be presented directly in Step 2.

B. Step 2. Department Head. If the grievance is not resolved in Step 1, the grievant may, within fourteen (14) calendar days from the grievant's receipt of the supervisor's answer, forward the grievance to the grievant's department head for consideration. Answer to the grievance shall be made in writing by the department 57 City of Belmont/AFSCME MOU 2022-2025
28 head, after conferring with the grievant, within ten (10) calendar days from receipt of the grievance.

C. Step 3. City Manager. Any grievance which has not been resolved by the procedure set forth above may be referred to the City Manager by the grievant in writing within ten (10) calendar days from the grievant's receipt of the department head's answer and the specific issues involved shall be detailed in such referral together with a statement of the resolution which is desired. The City Manager shall designate a personal representative who, when designated, shall investigate the merits of the complaint, meet with the grievant and, if the grievant is not the Union itself, to meet also with the officials of the Union which has jurisdiction over the position or positions which will be directly affected by the resolution of the grievance, and to settle such grievance or to make recommendations thereon to the City Manager in the City Manager's capacity as Employee Relations Officer within fifteen (15) calendar days following the meeting(s).

D. Step 4. Adjustment Board. In the event the parties hereto are unable to reach a mutually satisfactory accord on any grievance (as the term "grievance" is hereinabove defined) which arises and is presented during the term of this Memorandum, such grievance shall be submitted to an Adjustment Board composed of two (2) representatives designated by the Union and two (2) representatives designated by the City.

The Adjustment Board shall entertain, hear, decide, or make recommendations on any dispute involving a position over which the Union has jurisdiction when such dispute falls within the definition of a grievance as set forth above in Section 18.1. A majority decision of the Adjustment Board shall be final and binding upon the parties.

E. Step 5. Arbitration. If an Adjustment Board is unable to arrive at a majority decision, either the Association or the City may require that the grievance be referred to an impartial arbitrator who shall be designated by mutual agreement between the Association and the City Manager. If the Union and the City are unable to agree on the selection of an arbitrator, they shall jointly request the State Mediation and Conciliation Service to submit a list of seven (7) qualified labor arbitrators. The representative for the Union and the representative for the City shall then alternately strike names until only one name remains, and that person shall serve as arbitrator.

Selection of an arbitrator shall be within thirty (30) calendar days of appeal to arbitration. The fees and expenses of the arbitrator and or a Court Reporter shall be shared equally by the Union and the City. Each party, however, shall bear the cost of its own presentation, including preparation and post-hearing briefs, if any.

Decisions of Adjustment Boards and arbitrators on matters properly before them shall be final and binding on the parties hereto, to the extent permitted by the laws governing General Law Cities in the State of California.

20.3 Extension of Time Limits
The above specified time limits may be extended by mutual agreement between the parties.

Failure of the employee or the Union to act within the specified time limits, unless extended, shall dismiss and nullify the grievance. Failure by the City to observe such time limits, unless extended, shall cause the grievance to be moved to the next level of the grievance procedure.

20.4 Compensation Complaints
All complaints involving or concerning the payment of compensation shall be initially filed in writing with the department head. In such cases no adjustment shall be retroactive for more than sixty (60) days from the date upon which the complaint was filed. Only complaints which allege that employees are not being compensated in accordance with the provisions of this Memorandum of Understanding shall be considered as grievances. 58 City of Belmont/AFSCME MOU 2022-2025
29 If an employee is overpaid, the employee will be provided the options for repayment in writing, and the AFSCME Business Agent will receive a copy of that document.

Any other matters of compensation are to be resolved in the meet and confer process and if not detailed in the Memorandum of Understanding which results from such meet and confer process shall be deemed withdrawn until the meet and confer process is next opened for discussions.

20.5 Suspension and Discharge Grievances
If the City Manager in pursuance of the procedures outlined in Subsection 20.2 (C) above or the Adjustment Board in pursuance of the provisions of Subsection 20.2 (D) above, resolves a grievance which involves suspension or discharge, they may agree to payment for lost time or to reinstatement with or without payment for lost time, but in the event the dispute is referred to arbitration and the arbitrator finds that the City had the right to take the action complained of, the arbitrator may not substitute the arbitrator's judgment for the judgment of management and if the arbitrator finds that the City had such right, the arbitrator may not order reinstatement and may not assess any penalty upon the City.

20.6 No Changes in Memorandum
Proposals to add to or change this Memorandum of Understanding or written agreements or addenda supplementary hereto shall not be arbitrable and no proposal to modify, amend, or terminate this Memorandum of Understanding, nor any matter or subject arising out of or in connection with such proposal, may be referred to arbitration under this Section. Neither any Adjustment Board nor any arbitrator shall have the power to modify or amend this Memorandum of Understanding or written agreements or addenda supplementary hereto or to establish any new terms or conditions of employment.

20.7 No Strike
The Union, its members and representatives, agree that it and they will not engage in, authorize, sanction, or support any strike, slowdown, stoppage of work, curtailment of production, concerted refusal of overtime work, refusal to operate designated equipment (provided such equipment is safe and sound) or to perform customary duties; and neither the Union nor any representatives thereof shall engage in job action for the purpose of effecting changes in the directives or decisions of management of the City, nor to effect a change of personnel or operations of management or of employees not covered by the Memorandum.

Section 21. Special Provisions

21.1 Safety Committee
The Safety Committee shall consist of a minimum of two (2) employees represented by the Union and selected by the Safety Committee Chair. The purpose of such Committee is to discuss various work safety issues and pr4ovide ideas for resolution. This Committee shall meet not less than once every four (4) months and not more than once a month.

21.2 Competency Check-Off Rosters
The Public Works Department has developed a list of operational factors for the safe and effective operation of each piece of equipment used by employees in the Public Works Department. Employees will be instructed on each piece of equipment in accordance with the above described list of operational factors and upon completion of the instruction, the employee's name shall be placed on a roster verifying such instruction for each piece of equipment. Copies of these rosters shall be maintained in the office of the Public Works Superintendent, the vehicle maintenance shop and the employee's personnel file.

The Public Works Department will review the lists of operational factors and the method of instructing employees on the equipment with the Union prior to implementation. 59 City of Belmont/AFSCME MOU 2022-2025
30 21.3 Training
Upon receipt from the Union of the list of Public Works' employees who desire training on specified pieces of equipment, the Public Works Department will develop a schedule to accomplish the desired training per employee and advise the Union of such schedule.

Training will continue to be provided office employees on equipment they utilize. Specific requests for such training will be discussed between the City and the Union.

21.4 Shower Room
The City will provide soap in the employee's shower room at the Public Works Corporation Yard.

21.5 Educational Reimbursement
The City's educational reimbursement policy applies to employees covered by this Memorandum of Understanding who have completed the initial probationary period. The policy provides for reimbursement for the cost of tuition and textbooks for educational courses which are approved in advance by the employee's department head and the City Manager. The educational course must be related to the present or known future needs of the City, as well as the employee's employment with the City, and the employee must receive a passing grade of "C" or better if the course is graded, "pass" if the course is offered on a pass/fail basis, or other successful completion of the course in the City's judgment.

The specifics of the City's educational reimbursement policy are outlined in the Personnel Rules and Regulations.

Upon the request of the Union, the City will meet with representatives of AFSCME to discuss revisions to the reimbursement policy.

21.6 Safety Shoes
Employees required to wear safety shoes will be reimbursed for the cost of such safety shoes. The City will pay up to two hundred fifty dollars ($250.00) annually for such safety shoes for each such employee; employees will be responsible for any cost in excess of two hundred fifty dollars ($250.00) for the safety shoes chosen.

21.7 Uniform Allowance
The uniform allowance for the Code Enforcement Officer classification shall be Eight Hundred dollars and no cents ($800.00). The uniform allowance will be paid on July 30 of each year. The uniform allowance is non-PERSable.

Both the Parks and Public Works Departments will provide to all new hires in the Mechanic, Sr. Mechanic, Electrician, Equipment Operator, Street Sweeper Operator, Parks Maintenance Worker (I,II and Lead) Maintenance Worker (I, II and Lead) classifications a complete uniform set which shall include 1 baseball hat, 8 short sleeve tee shirts, 2 sweatshirts and 1 winter coat. The City will replace the winter coat every two years.

21.8 Class B License
Employees required by the City to possess and maintain a Class “B” license will be reimbursed by the City the cost difference between a Class C and a Class B.

21.9 Medical Exam
Employees who are required to have a medical exam in order to receive their drivers license required for their job, will have the exam done by their own physician on City time and the City will reimburse the employee for the office visit co-pay. If the exam is not covered by the employee’s medical plan, the City will make arrangements for an exam on City time.

21.10 Surveys
The parties agree to use the City’s survey cities (Burlingame, Foster City, Los Altos, Los Gatos, Menlo Park, Millbrae and San Carlos) for the purpose of negotiating the successor MOU.
60 City of Belmont/AFSCME MOU 2022-2025
31 Effective no less than one hundred and twenty (120) days prior to the expiration of this MOU, the City will provide the union with survey data using the City’s survey cities.

21.11 Maintaining Required Licenses and Certifications
Employees who are required to hold and/or obtain a required certification and/or license to perform in a job classification must maintain their license and/or certification at all times during employment in that job classification. Employees are required to notify their supervisor immediately when any required license or certification has lapsed.

Section 22. Economic Hardship
In the event that the City suffers substantial economic hardship during the term of this Agreement, the parties agree to engage in a cooperative dialogue about ways to assist the City in addressing such hardship. “Substantial economic hardship,” as used herein, shall include, but not be limited to, a decline in overall General Fund revenues, or an increase in General Fund expenses, of five percent (5%) or more. Nothing in this paragraph shall preclude or impede the City Council from exercising such additional authority as may be conferred by other provisions of this agreement or by State or Federal law.

This provision is not subject to the grievance procedure.

Section 23. Past Practices
Continuance of working conditions and practices not specifically authorized by ordinance or by resolution of the City Council is not guaranteed by this Memorandum.

This Memorandum of Understanding shall supersede all existing Memoranda of Understanding between the City and the Union.

Section 24. Separability of Provisions
In the event that any provision of this Memorandum of Understanding is declared by a court of competent jurisdiction to be illegal or unenforceable, that provision of the Memorandum of Understanding shall be null and void but such nullification shall not affect any other provisions of this Memorandum of Understanding, all of which other provisions shall remain in full force and effect.
61 City of Belmont/AFSCME MOU 2022-2025
32 Section 25. Duration
This Memorandum of Understanding (“MOU”) shall be effective upon Council approval except for those provisions of the Memorandum of Understanding which have been assigned other effective dates as hereinabove set forth and shall remain in full force and effect through June 30, 2025. If this MOU expires before a successor agreement is reached, the parties agree that this MOU’s provisions will continue in effect until impasse or a successor agreement is reached.

IN WITNESS WHEREOF, the parties hereto have executed this Memorandum of Understanding this day of 2022.

LOCAL 829, COUNCIL 57, AMERICAN CITY OF BELMONT

FEDERATION OF STATE, COUNTY

AND MUNICIPAL EMPLOYEES, AFL-CIO
__________________________________ _____________________________________ By Tina Acree, AFSCME Business Agent By Afshin Oskoui,
City Manager
__________________________________
By Kieran Cronin _____________________________________
By Cora Dino,
Human Resources Director

__________________________________ ______________________________________ By Matt Ward By Jonathan V. Holtzman,
Chief Negotiator

62 City of Belmont/AFSCME MOU 2022-2025
33 APPENDIX A

MONTHLY SALARY SCHEDULE
Effective January 9, 2022, the salary ranges are as follows:

AFSCME Salary Increase – 2.0% Increase
CLASS TITLE Step 1 Step2 Step3 Step4 Step 5
Accounting Technician I 5353.27 5620.93 5901.98 6197.07 6506.93 Accounting Technician II 5888.75 6183.18 6492.34 6816.96 7157.81 Accounting Technician Ill 6613.44 6944.11 7291.31 7655.88 8038.67 Building Inspector I 7601.14 7981.20 8380.26 8799.27 9239.24 Building Inspector II 8062.71 8465.85 8889.14 9333.60 9800.28 Code Enforcement Officer 7142.37 7499.48 7874.46 8268.18 8681.59 Construction Inspector 8443.38 8865.55 9308.82 9774.26 10262.98 Electrician 6888.57 7233.00 7594.65 7974.38 8373.10
Engineering Technician 6835.61 7177.39 7536.26 7913.07 8308.73 Equipment Operator 6056.13 6358.93 6676.88 7010.72 7361.26 Head Teacher 4469.23 4692.69 4927.33 5173.69 5432.38
Maintenance Worker I 5007.47 5257.84 5520.73 5796.77 6086.61 Maintenance Worker II 5542.95 5820.09 6111.10 6416.65 6737.48 Mechanic 6141.13 6448.19 6770.60 7109.13 7464.59
Office Assistant I 4752.28 4989.90 5239.39 5501.36 5776.43 Office Assistant II 5279.42 5543.39 5820.56 6111.59 6417.17 Parks Maintenance Worker I 5007.47 5257.84 5520.73 5796.77 6086.61 Parks Maintenance Worker II 5542.95 5820.09 6111.10 6416.65 6737.48 Planning Technician 6477.22 6801.09 7141.14 7498.20 7873.11 Permit Technician 6477.22 6801.09 7141.14 7498.20 7873.11 Senior Mechanic 6523.23 6849.39 7191.86 7551.45 7929.02 PW Lead Maintenance 6358.70 6676.64 7010.47 7360.99 7729.04 Sr Parks Maintenance 6358.70 6676.64 7010.47 7360.99 7729.04 Street Sweeper Operator 5792.52 6082.14 6386.25 6705.56 7040.84 Teacher 3886.34 4080.66 4284.69 4498.93 4723.87
Teacher's Aide (Hourly) 19.62 20.61 21.64 22.72 23.85
Recreation Specialist II (Hourly) 16.86 17.70 18.59 19.52 20.49 63 City of Belmont/AFSCME MOU 2022-2025
34 APPENDIX A

MONTHLY SALARY SCHEDULE
Effective June 26, 2022, the salary ranges are as follows:

AFSCME Salary Increase – 0.5% Increase

CLASS TITLE Step 1 Step2 Step3 Step4 Step 5
Accounting Technician I 5380.03 5649.03 5931.49 6228.06 6539.46 Accounting Technician II 5918.19 6214.10 6524.80 6851.04 7193.60 Accounting Technician Ill 6646.50 6978.83 7327.77 7694.16 8078.87 Building Inspector I 7639.15 8021.11 8422.16 8843.27 9285.43 Building Inspector II 8103.03 8508.18 8933.59 9380.27 9849.28 Code Enforcement Officer 7178.08 7536.98 7913.83 8309.52 8725.00 Construction Inspector 8485.59 8909.87 9355.37 9823.14 10314.29 Electrician 6923.01 7269.16 7632.62 8014.25 8414.97
Engineering Technician 6869.79 7213.28 7573.94 7952.64 8350.27 Equipment Operator 6086.41 6390.73 6710.27 7045.78 7398.07 Head Teacher 4491.58 4716.16 4951.96 5199.56 5459.54
Maintenance Worker I 5032.50 5284.13 5548.33 5825.75 6117.04 Maintenance Worker II 5570.66 5849.19 6141.65 6448.74 6771.17 Mechanic 6171.84 6480.43 6804.45 7144.68 7501.91
Office Assistant I 4776.04 5014.85 5265.59 5528.87 5805.31 Office Assistant II 5305.82 5571.11 5849.66 6142.14 6449.25 Parks Maintenance Worker I 5032.50 5284.13 5548.33 5825.75 6117.04 Parks Maintenance Worker II 5570.66 5849.19 6141.65 6448.74 6771.17 Planning Technician 6509.61 6835.09 7176.85 7535.69 7912.47 Permit Technician 6509.61 6835.09 7176.85 7535.69 7912.47 Senior Mechanic 6555.84 6883.63 7227.82 7589.21 7968.67 PW Lead Maintenance 6390.49 6710.02 7045.52 7397.80 7767.69 Sr Parks Maintenance 6390.49 6710.02 7045.52 7397.80 7767.69 Street Sweeper Operator 5821.48 6112.56 6418.18 6739.09 7076.05 Teacher 3905.77 4101.06 4306.12 4521.42 4747.49
Teacher's Aide (Hourly) 19.72 20.71 21.74 22.83 23.97
Recreation Specialist II (Hourly) 16.94 17.79 18.68 19.62 20.60 64 City of Belmont/AFSCME MOU 2022-2025
35 APPENDIX A

MONTHLY SALARY SCHEDULE
Effective the first full pay period which includes July 1, 2023, the salary ranges are as follows:

AFSCME Salary Increase – 2.5% Increase
CLASS TITLE Step 1 Step2 Step3 Step4 Step 5
Accounting Technician I 5514.53 5790.26 6079.77 6383.76 6702.95 Accounting Technician II 6066.14 6369.45 6687.92 7022.32 7373.44 Accounting Technician Ill 6812.66 7153.30 7510.96 7886.51 8280.84 Building Inspector I 7830.13 8221.63 8632.71 9064.35 9517.57 Building Inspector II 8305.60 8720.88 9156.93 9614.77 10095.51 Code Enforcement Officer 7357.53 7725.41 8111.68 8517.26 8943.12 Construction Inspector 8697.73 9132.62 9589.25 10068.71 10572.15 Electrician 7096.09 7450.89 7823.44 8214.61 8625.34
Engineering Technician 7041.53 7393.61 7763.29 8151.46 8559.03 Equipment Operator 6238.57 6550.50 6878.02 7221.92 7583.02 Head Teacher 4603.87 4834.06 5075.76 5329.55 5596.03
Maintenance Worker I 5158.32 5416.23 5687.04 5971.40 6269.96 Maintenance Worker II 5709.93 5995.42 6295.19 6609.95 6940.45 Mechanic 6326.14 6642.44 6974.57 7323.29 7689.46
Office Assistant I 4895.44 5140.22 5397.23 5667.09 5950.44 Office Assistant II 5438.46 5710.38 5995.90 6295.70 6610.48 Parks Maintenance Worker I 5158.32 5416.23 5687.04 5971.40 6269.96 Parks Maintenance Worker II 5709.93 5995.42 6295.19 6609.95 6940.45 Planning Technician 6672.35 7005.97 7356.27 7724.08 8110.28 Permit Technician 6672.35 7005.97 7356.27 7724.08 8110.28 Senior Mechanic 6719.74 7055.73 7408.51 7778.94 8167.88 PW Lead Maintenance 6550.26 6877.77 7221.66 7582.74 7961.88 Sr Parks Maintenance 6550.26 6877.77 7221.66 7582.74 7961.88 Street Sweeper Operator 5967.02 6265.37 6578.64 6907.57 7252.95 Teacher 4003.42 4203.59 4413.77 4634.46 4866.18
Teacher's Aide (Hourly) 20.22 21.23 22.29 23.40 24.57
Recreation Specialist II (Hourly) 17.37 18.24 19.15 20.11 21.11 65 City of Belmont/AFSCME MOU 2022-2025
36 APPENDIX A

MONTHLY SALARY SCHEDULE
Effective the first full pay period which includes July 1, 2024, the salary ranges are as follows:

AFSCME Salary Increase – 3% Increase

CLASS TITLE Step 1 Step2 Step3 Step4 Step 5
Accounting Technician I 5679.97 5963.97 6262.17 6575.27 6904.04 Accounting Technician II 6248.13 6560.53 6888.56 7232.99 7594.64 Accounting Technician Ill 7017.04 7367.90 7736.29 8123.11 8529.26 Building Inspector I 8065.03 8468.28 8891.70 9336.28 9803.09 Building Inspector II 8554.77 8982.51 9431.63 9903.22 10398.38 Code Enforcement Officer 7578.26 7957.17 8355.03 8772.78 9211.42 Construction Inspector 8958.67 9406.60 9876.93 10370.77 10889.31 Electrician 7308.97 7674.42 8058.14 8461.05 8884.10
Engineering Technician 7252.78 7615.42 7996.19 8396.00 8815.80 Equipment Operator 6425.73 6747.01 7084.36 7438.58 7810.51 Head Teacher 4741.98 4979.08 5228.04 5489.44 5763.91
Maintenance Worker I 5313.06 5578.72 5857.65 6150.54 6458.06 Maintenance Worker II 5881.22 6175.29 6484.05 6808.25 7148.66 Mechanic 6515.92 6841.72 7183.80 7542.99 7920.14
Office Assistant I 5042.31 5294.42 5559.14 5837.10 6128.96 Office Assistant II 5601.61 5881.70 6175.78 6484.57 6808.80 Parks Maintenance Worker I 5313.06 5578.72 5857.65 6150.54 6458.06 Parks Maintenance Worker II 5881.22 6175.29 6484.05 6808.25 7148.66 Planning Technician 6872.52 7216.15 7576.95 7955.80 8353.59 Permit Technician 6872.52 7216.15 7576.95 7955.80 8353.59 Senior Mechanic 6921.33 7267.40 7630.77 8012.31 8412.92 PW Lead Maintenance 6746.76 7084.10 7438.31 7810.22 8200.73 Sr Parks Maintenance 6746.76 7084.10 7438.31 7810.22 8200.73 Street Sweeper Operator 6146.03 6453.33 6776.00 7114.80 7470.54 Teacher 4123.52 4329.70 4546.18 4773.49 5012.17
Teacher's Aide (Hourly) 20.82 21.86 22.96 24.10 25.31
Recreation Specialist II (Hourly) 17.89 18.78 19.72 20.71 21.74 66 City of Belmont/AFSCME MOU 2022-2025
37 SIDE LETTER OF AGREEMENT
Between the City of Belmont and AFSCME Local 829
February 2022
Side Letter Regarding Miscellaneous Issues Not Addressed in the MOU In addition to the agreement set forth in the AFSCME MOU, dated January 1, 2022 through June 30, 2025, the City of Belmont (“City”) and AFSCME Local 829 (“Union”) agree as follows. 1) Catastrophic Leave Policy
Within 90 days of Council approval of the MOU, the City will create a Catastrophic Leave policy consistent with prior practice under the City’s predecessor MOU with the Union.

The policy shall to the maximum extent possible comply with IRS regulations permitting the taxation of recipients of Catastrophic Leave rather than the donors of such leave.

However, the City makes no representations regarding ultimate tax dispositions reached by the IRS or Franchise Tax Board with respect to the treatment of individual Catastrophic Leave transfers.
2) Air Quality Policy
Within 90 days of Council approval of the MOU, the City will adopt a citywide policy compliant with OSHA rules regarding the effects of air quality levels on work requirements.
3) “Me Too” with MMCEA
If MMCEA receives in this round of MOU negotiations greater total percentage wage increases, lump sums and/or additional holidays, the City and Union will meet and confer on an equivalent economic benefit.

The parties further agree that this Side Letter of Agreement shall expire on June 30, 2025.

On behalf of the CITY OF BELMONT On behalf of AFSCME LOCAL 829 _________________________ _________________________
Afshin Oskoui, City Manager Tina Acree, Business Agent

_________________________ _________________________
Date Date
67

Third Public Hearing- Transition to District Elections - Draft Map Presentation - Staff Report

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Jozi Plut, City Clerk/Communications Coordinator, [email protected], 650-595- 7414
Agenda Title: Third Public Hearing for Transition from At-Large Elections to By District Elections for Council Seats and At Large Mayor – Draft Map Presentation Agenda Action: Discussion & Direction
Recommendation
Receive presentation from City’s Consultant Districting Partners on draft district maps.

Strategic Focus Area
Fiscal and Organizational Sustainability
Background
On July 30, 2021, the City received a letter from Kevin Shenkman, of the law firm Shenkman & Hughes, alleging that the City's at-large election system violated the California Voting Rights Act of 2001 (CVRA) on behalf of Southwest Voter Registration Education Project alleging violation of California Voting Rights Act demanding the city change to its at-large method of electing councilmembers.

An “at-large” system of elections is subject to legal challenge under the CVRA if that method of election impairs the ability of a protected class to elect candidates of its choice or its ability to influence the outcome of the election, as a result of the dilution or the abridgment of the rights of the voters who are members of the protected class. The threshold of proof to establish a violation is low and does not require discriminatory intent.

Many dozens of cities and other public agencies in California have been sued under the CVRA. Prevailing CVRA plaintiffs are guaranteed to recover their attorneys’ fees and costs. With the exception of one case still in litigation, all public entities that have tried to contest the conversion to elections by district have either lost or have agreed to make the transition. In either instance, these jurisdictions have paid at least a portion of the plaintiff’s attorney’s fees and costs. Further, those cities that have litigated CVRA cases have paid millions of dollars in fees and were still forced to transition to by-district elections.

The Council met in closed session on October 26, 2021, to consider the litigation threat and held a public study session on November 2, 2021, to consider transitioning to district-based elections and whether to directly elect the mayor at-large. The Council concurred to transition to district elections with four districts and an at-large Mayor. At a regular Council meeting on November 9, 2021, the Council adopted Resolution 2021-096 outlining the city’s intent to change the City's system of election for the City Council from an at-large system to a district-based system by adoption of an ordinance. The district-based elections 68

Third Public Hearing- Transition to District Elections - Draft Map Presentation - Staff Report system will be in use in the City's General Municipal Election for City Councilmembers beginning in November 2022.

The City Council authorized the City Manager to retain legal, demographic, and communication services to assist the City in its transition to a district-based elections system for the election of City Council members. The City Manager retained the services of Hanson Bridgett LLP, who retained Redistricting Partners to assist the City in its transition to district-based elections by providing a detailed analysis of the City’s current demographics and other information or data necessary to prepare a draft map or maps that divide(s) the City into voting districts in a manner consistent with the intent and purpose of the CVRA, the Federal Voting Rights Act, and all other federal and state laws Analysis
The Council received a Pre-Map Presentation made by City Consultant Districting Partners on January 11, 2021 and January 25, 2022. The public hearing presentations and videos are available on the District Elections | City of Belmont Website.

A district mapping tool was launched on January 28, 2022 and can be accessed on the City’s website. The Belmont Community is encouraged to participate by using the online tool or printing a map to draw lines and submit to the City Clerk for inclusion with other submissions. Both processes can be accessed on the Process/Mapping Tools | City of Belmont webpage.

Map Drawing Criteria
In creating the district boundaries, the City must ensure compliance with the following state and federally mandated criteria:

1. Each council district shall contain a nearly equal population; and

2. Each council district shall be drawn in a manner that complies with the Federal Voting Rights Act, and the Constitutions of the United States and California (e.g., race cannot be the predominant factor).

In addition to the above, under Elections Code Section 21621(c), certain criteria must be used to establish the boundaries of the council districts including the following, in order of priority:

3. Geographic contiguity

4. To the extent practical, maintain neighborhoods and local communities of interest (such as cultural or historical bonds, common issues, neighborhood activities, or legislative/election concerns. Communities of interest do not include relationships with political parties, incumbents or political candidates.)

5. Boundaries that are easily identifiable and understandable to residents (e.g., geographical and topographical features such as rivers and creeks, or other physical barriers such as railroads or major streets.)

6. Geographic compactness is encouraged.

Considerations on Drawing the Draft Maps
The demographer has drawn and evaluated these draft maps to ensure compliance with the above criteria.

The City is using the latest 2020 Census data provided by the Statewide Database with the state prison population reallocated, as required under the Fair Maps Act. These maps use the underlying Census tract geography to establish the boundaries of individual City Council districts. In drawing these maps, every 69

Third Public Hearing- Transition to District Elections - Draft Map Presentation - Staff Report care was taken to honor neighborhoods and communities of interest. However, please note that sometimes Census blocks do not perfectly align with known neighborhood boundaries or streets. Some census blocks follow natural geographic boundaries, such as a turn in a creek, which may be why some notches or boundary lines do not precisely follow neighborhood borders or roads.

Furthermore, each City Council map plan must be below 10% total deviations between the largest to smallest district by population. Deviation is calculated by first determining the ideal population for each district.

In Belmont’s case, the ideal population is 7000 residents per district. The total deviation is determined by adding together the deviations of the largest and smallest districts from that ideal population size. For example, if your largest district is 5% larger than the ideal population and the smallest district is 3% smaller than the ideal population, then the total deviation is 8%. As achieving near population equality between districts is the first criteria that must be met, some known neighborhoods will be split between districts.

Part of this process is to encourage public input and Council discussion by providing several different distinct maps to consider. After taking public testimony, Council is asked to provide feedback on the preferred draft map(s) and any changes to be made. The demographer will take that direction and refine the proposed map(s), which will be considered during public hearing #4 on February 22.

Continued Outreach Efforts
Staff will continue outreach efforts with including conducting “pop-up” opportunities at local public venues for the community to view proposed maps and provide input. On Saturday, February 19, 2022 at 10 am the community is encouraged to participate in a mapping tool workshop at Twin Pines Community Center at The schedule and locations is posted on the District Elections | City of Belmont website.

To receive additional information about by-district elections, or to ask questions, interested persons may contact City Clerk Jozi Plut at [email protected].

Alternatives

1. Defer to staff for more information.

2. Take no action
Attachments
A. Draft Map PDF or online at Process/Mapping Tools | City of Belmont B. Districting Partners PPT Presentation
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed:

City Council approved appropriation of $180,000 at its October 26, 2021 meeting that is to be incorporated as part of the midyear review for costs associated with this process. 70

Third Public Hearing- Transition to District Elections - Draft Map Presentation - Staff Report Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
Public Outreach also conducted on City’s social media platform’s, raising of a banner across Ralston Avenue, information included in the Weekly Update newsletter and item specific news blasts. 71 City of Belmont Districting
2021- 2022
72 Agenda
Things we will cover:
• Redistricting Principles
• COI to Maps
• Community Submissions
• Draft Maps A, B and C
• Public Hearing Schedule
73 Traditional Redistricting Principles
There are a number of criteria that have been used nationally and upheld by courts.
• Relatively equal size - people, not citizens
• Contiguous – districts should not hop/jump
• Maintain “communities of interest”
• Follow city/county/local government lines
• Keep districts compact – appearance/function
Drawing New City Council Lines for Fair Representation
74 From COI to Maps
With the Citizens’ Districting
Commission, the City of Modesto is
using a community-based redistricting
process, moving redistricting out into
the public, with maps driven by
Community of Interest testimony.
• Input from community drives process
with multiple ways for the public to
engage.
• Rules for process emphasize the
importance of traditional criteria and
minimizing divisions of neighborhoods.
• Releasing maps for feedback – today
we will see plans to spark more public
engagement.
75 Community Submissions
17 Public Submissions
• DistrictR
76 MAP OF DISTRICT
77 MAP OF DISTRICT
78 MAP OF DISTRICT
79 MAP OF DISTRICT
80 MAP OF DISTRICT
81 MAP OF DISTRICT
82 MAP OF DISTRICT
83 MAP OF DISTRICT
84 MAP OF DISTRICT
85 MAP OF DISTRICT
86 MAP OF DISTRICT
87 MAP OF DISTRICT
88 MAP OF DISTRICT
89 MAP OF DISTRICT
90 MAP OF DISTRICT
91 MAP OF DISTRICT
92 MAP OF DISTRICT
93 Draft Map Plans
Each draft plan is provided with
both a PDF and Online Web-
based format • Draft Map A: Minimal
neighborhood splits
• Draft Map B: Minimal
neighborhood splits
• Draft Map C: Inspired by
DistrictR submissions and
reduce neighborhood splits
94 MAP OF DISTRICT
95 MAP OF DISTRICT
96 MAP OF DISTRICT
97 MAP OF DISTRICT
The total deviation of the plan is the sum of
the absolute values of the highest and lowest
districts. Here the total plan deviation is 9.3%.
98 MAP OF DISTRICT
99 MAP OF DISTRICT
100

MAP OF DISTRICT
101

MAP OF DISTRICT
Total Plan Deviation: 3.4%
102

MAP OF DISTRICT
103

MAP OF DISTRICT
104

MAP OF DISTRICT
105

MAP OF DISTRICT
Total Plan Deviation: 3.0%
106
Next Steps
Upcoming Hearings
January 11, 2022 Public Hearing on Districting
January 25, 2022 Public Hearing on Process
February 8, 2022 Draft Map Presentation
February 19, 2022 Outreach Presentation
February 22, 2022 Second Draft Map Presentation
March 8, 2022 Final Vote & Reading of Ordinance
107
108

MAP OF DISTRICT
109

MAP OF DISTRICT
110

MAP OF DISTRICT
111

MAP OF DISTRICT
112

MAP OF DISTRICT
113

MAP OF DISTRICT
114

MAP OF DISTRICT
115

MAP OF DISTRICT
116

MAP OF DISTRICT
117

MAP OF DISTRICT
118

MAP OF DISTRICT
119

MAP OF DISTRICT
120

MAP OF DISTRICT
121

MAP OF DISTRICT
122

MAP OF DISTRICT
123
City of Belmont
Draft Plan A with Neighborhoods
124
City of Belmont
Draft Plan A with Neighborhoods

A B C D
Population 6,958 7,314 7,375 6,713
Deviation -132 224 285 -377
Deviation % -1.9% 3.2% 4.0% -5.3%
Other 3,846 4,626 4,099 3,572
Other % 55.3% 63.2% 55.6% 53.2%
Latino 931 602 976 1,024
Latino % 13.4% 8.2% 13.2% 15.3%
Asian 2,089 2,040 2,182 2,019
Asian % 30.0% 27.9% 29.6% 30.1%
Black 92 46 118 98
Black % 1.3% 0.6% 1.6% 1.5%
2020 Census

A B C D
Total CVAP 4,364 5,068 4,457 3,861
Other CVAP 2,598 3,508 2,915 2,438
Other CVAP % 59.5% 69.2% 65.4% 63.1%
Latino CVAP 549 418 555 509
Latino CVAP % 12.6% 8.2% 12.5% 13.2%
Asian CVAP 1,193 1,123 910 756
Asian CVAP % 27.3% 22.2% 20.4% 19.6%
Black CVAP 24 19 77 158
Black CVAP % 0.5% 0.4% 1.7% 4.1%
Citizen Voting Age Population (CVAP)
125
City of Belmont
Draft Plan A with Neighborhoods
District A
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,958 -132 -1.9% 3,846 55.3% 931 13.4% 2,089 30.0% 92 1.3% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,364 2,598 59.5% 549 12.6% 1,193 27.3% 24 0.5% 126
City of Belmont
Draft Plan A with Neighborhoods
District B
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,314 224 3.2% 4,626 63.2% 602 8.2% 2,040 27.9% 46 0.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 5,068 3,508 69.2% 418 8.2% 1,123 22.2% 19 0.4% 127
City of Belmont
Draft Plan A with Neighborhoods
District C
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,375 285 4.0% 4,099 55.6% 976 13.2% 2,182 29.6% 118 1.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,457 2,915 65.4% 555 12.5% 910 20.4% 77 1.7% 128
City of Belmont
Draft Plan A with Neighborhoods
District D
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,713 -377 -5.3% 3,572 53.2% 1,024 15.3% 2,019 30.1% 98 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 3,861 2,438 63.1% 509 13.2% 756 19.6% 158 4.1% 129
City of Belmont
Draft Plan A
130
City of Belmont
Draft Plan A

A B C D
Population 6,958 7,314 7,375 6,713
Deviation -132 224 285 -377
Deviation % -1.9% 3.2% 4.0% -5.3%
Other 3,846 4,626 4,099 3,572
Other % 55.3% 63.2% 55.6% 53.2%
Latino 931 602 976 1,024
Latino % 13.4% 8.2% 13.2% 15.3%
Asian 2,089 2,040 2,182 2,019
Asian % 30.0% 27.9% 29.6% 30.1%
Black 92 46 118 98
Black % 1.3% 0.6% 1.6% 1.5%
2020 Census

A B C D
Total CVAP 4,364 5,068 4,457 3,861
Other CVAP 2,598 3,508 2,915 2,438
Other CVAP % 59.5% 69.2% 65.4% 63.1%
Latino CVAP 549 418 555 509
Latino CVAP % 12.6% 8.2% 12.5% 13.2%
Asian CVAP 1,193 1,123 910 756
Asian CVAP % 27.3% 22.2% 20.4% 19.6%
Black CVAP 24 19 77 158
Black CVAP % 0.5% 0.4% 1.7% 4.1%
Citizen Voting Age Population (CVAP)
131
City of Belmont
Draft Plan A
District A
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,958 -132 -1.9% 3,846 55.3% 931 13.4% 2,089 30.0% 92 1.3% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,364 2,598 59.5% 549 12.6% 1,193 27.3% 24 0.5% 132
City of Belmont
Draft Plan A
District B
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,314 224 3.2% 4,626 63.2% 602 8.2% 2,040 27.9% 46 0.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 5,068 3,508 69.2% 418 8.2% 1,123 22.2% 19 0.4% 133
City of Belmont
Draft Plan A
District C
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,375 285 4.0% 4,099 55.6% 976 13.2% 2,182 29.6% 118 1.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,457 2,915 65.4% 555 12.5% 910 20.4% 77 1.7% 134
City of Belmont
Draft Plan A
District D
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,713 -377 -5.3% 3,572 53.2% 1,024 15.3% 2,019 30.1% 98 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 3,861 2,438 63.1% 509 13.2% 756 19.6% 158 4.1% 135
City of Belmont
Draft Plan B with Neighborhoods
136
City of Belmont
Draft Plan B with Neighborhoods

A B C D
Population 6,958 7,010 7,197 7,195
Deviation -132 -80 107 105
Deviation % -1.9% -1.1% 1.5% 1.5%
Other 3,846 4,396 4,412 3,489
Other % 55.3% 62.7% 61.3% 48.5%
Latino 931 591 960 1,051
Latino % 13.4% 8.4% 13.3% 14.6%
Asian 2,089 1,978 1,718 2,545
Asian % 30.0% 28.2% 23.9% 35.4%
Black 92 45 107 110
Black % 1.3% 0.6% 1.5% 1.5%
2020 Census

A B C D
Total CVAP 4,364 4,871 4,448 4,067
Other CVAP 2,598 3,386 3,174 2,301
Other CVAP % 59.5% 69.5% 71.4% 56.6%
Latino CVAP 549 451 483 548
Latino CVAP % 12.6% 9.3% 10.9% 13.5%
Asian CVAP 1,193 1,012 684 1,093
Asian CVAP % 27.3% 20.8% 15.4% 26.9%
Black CVAP 24 22 107 125
Black CVAP % 0.5% 0.5% 2.4% 3.1%
Citizen Voting Age Population (CVAP)
137
City of Belmont
Draft Plan B with Neighborhoods
District A
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,958 -132 -1.9% 3,846 55.3% 931 13.4% 2,089 30.0% 92 1.3% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,364 2,598 59.5% 549 12.6% 1,193 27.3% 24 0.5% 138
City of Belmont
Draft Plan B with Neighborhoods
District B
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,010 -80 -1.1% 4,396 62.7% 591 8.4% 1,978 28.2% 45 0.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,871 3,386 69.5% 451 9.3% 1,012 20.8% 22 0.5% 139
City of Belmont
Draft Plan B with Neighborhoods
District C
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,197 107 1.5% 4,412 61.3% 960 13.3% 1,718 23.9% 107 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,448 3,174 71.4% 483 10.9% 684 15.4% 107 2.4% 140
City of Belmont
Draft Plan B with Neighborhoods
District D
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,195 105 1.5% 3,489 48.5% 1,051 14.6% 2,545 35.4% 110 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,067 2,301 56.6% 548 13.5% 1,093 26.9% 125 3.1% 141
City of Belmont
Draft Plan B
142
City of Belmont
Draft Plan B

A B C D
Population 6,958 7,010 7,197 7,195
Deviation -132 -80 107 105
Deviation % -1.9% -1.1% 1.5% 1.5%
Other 3,846 4,396 4,412 3,489
Other % 55.3% 62.7% 61.3% 48.5%
Latino 931 591 960 1,051
Latino % 13.4% 8.4% 13.3% 14.6%
Asian 2,089 1,978 1,718 2,545
Asian % 30.0% 28.2% 23.9% 35.4%
Black 92 45 107 110
Black % 1.3% 0.6% 1.5% 1.5%
2020 Census

A B C D
Total CVAP 4,364 4,871 4,448 4,067
Other CVAP 2,598 3,386 3,174 2,301
Other CVAP % 59.5% 69.5% 71.4% 56.6%
Latino CVAP 549 451 483 548
Latino CVAP % 12.6% 9.3% 10.9% 13.5%
Asian CVAP 1,193 1,012 684 1,093
Asian CVAP % 27.3% 20.8% 15.4% 26.9%
Black CVAP 24 22 107 125
Black CVAP % 0.5% 0.5% 2.4% 3.1%
Citizen Voting Age Population (CVAP)
143
City of Belmont
Draft Plan B
District A
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,958 -132 -1.9% 3,846 55.3% 931 13.4% 2,089 30.0% 92 1.3% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,364 2,598 59.5% 549 12.6% 1,193 27.3% 24 0.5% 144
City of Belmont
Draft Plan B
District B
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,010 -80 -1.1% 4,396 62.7% 591 8.4% 1,978 28.2% 45 0.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,871 3,386 69.5% 451 9.3% 1,012 20.8% 22 0.5% 145
City of Belmont
Draft Plan B
District C
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,197 107 1.5% 4,412 61.3% 960 13.3% 1,718 23.9% 107 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,448 3,174 71.4% 483 10.9% 684 15.4% 107 2.4% 146
City of Belmont
Draft Plan B
District D
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,195 105 1.5% 3,489 48.5% 1,051 14.6% 2,545 35.4% 110 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,067 2,301 56.6% 548 13.5% 1,093 26.9% 125 3.1% 147
City of Belmont
Draft Plan C with neighborhoods
148
City of Belmont
Draft Plan C with neighborhoods

A B C D
Population 6,958 7,128 7,165 7,109
Deviation -132 38 75 19
Deviation % -1.9% 0.5% 1.1% 0.3%
Other 3,846 4,489 4,426 3,382
Other % 55.3% 63.0% 61.8% 47.6%
Latino 931 586 918 1,098
Latino % 13.4% 8.2% 12.8% 15.4%
Asian 2,089 2,012 1,715 2,514
Asian % 30.0% 28.2% 23.9% 35.4%
Black 92 41 106 115
Black % 1.3% 0.6% 1.5% 1.6%
2020 Census

A B C D
Total CVAP 4,364 4,957 4,492 3,937
Other CVAP 2,598 3,422 3,237 2,202
Other CVAP % 59.5% 69.0% 72.1% 55.9%
Latino CVAP 549 412 510 560
Latino CVAP % 12.6% 8.3% 11.4% 14.2%
Asian CVAP 1,193 1,104 658 1,027
Asian CVAP % 27.3% 22.3% 14.6% 26.1%
Black CVAP 24 19 87 148
Black CVAP % 0.5% 0.4% 1.9% 3.8%
Citizen Voting Age Population (CVAP)
149
City of Belmont
Draft Plan C with neighborhoods
District A
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,958 -132 -1.9% 3,846 55.3% 931 13.4% 2,089 30.0% 92 1.3% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,364 2,598 59.5% 549 12.6% 1,193 27.3% 24 0.5% 150
City of Belmont
Draft Plan C with neighborhoods
District B
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,128 38 0.5% 4,489 63.0% 586 8.2% 2,012 28.2% 41 0.6%
Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,957 3,422 69.0% 412 8.3% 1,104 22.3% 19 0.4% 151
City of Belmont
Draft Plan C with neighborhoods
District C
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,165 75 1.1% 4,426 61.8% 918 12.8% 1,715 23.9% 106 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,492 3,237 72.1% 510 11.4% 658 14.6% 87 1.9% 152
City of Belmont
Draft Plan C with neighborhoods
District D
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,109 19 0.3% 3,382 47.6% 1,098 15.4% 2,514 35.4% 115 1.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 3,937 2,202 55.9% 560 14.2% 1,027 26.1% 148 3.8% 153
City of Belmont
Draft Plan C
154
City of Belmont
Draft Plan C

A B C D
Population 6,958 7,128 7,165 7,109
Deviation -132 38 75 19
Deviation % -1.9% 0.5% 1.1% 0.3%
Other 3,846 4,489 4,426 3,382
Other % 55.3% 63.0% 61.8% 47.6%
Latino 931 586 918 1,098
Latino % 13.4% 8.2% 12.8% 15.4%
Asian 2,089 2,012 1,715 2,514
Asian % 30.0% 28.2% 23.9% 35.4%
Black 92 41 106 115
Black % 1.3% 0.6% 1.5% 1.6%
2020 Census

A B C D
Total CVAP 4,364 4,957 4,492 3,937
Other CVAP 2,598 3,422 3,237 2,202
Other CVAP % 59.5% 69.0% 72.1% 55.9%
Latino CVAP 549 412 510 560
Latino CVAP % 12.6% 8.3% 11.4% 14.2%
Asian CVAP 1,193 1,104 658 1,027
Asian CVAP % 27.3% 22.3% 14.6% 26.1%
Black CVAP 24 19 87 148
Black CVAP % 0.5% 0.4% 1.9% 3.8%
Citizen Voting Age Population (CVAP)
155
City of Belmont
Draft Plan C
District A
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 6,958 -132 -1.9% 3,846 55.3% 931 13.4% 2,089 30.0% 92 1.3% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,364 2,598 59.5% 549 12.6% 1,193 27.3% 24 0.5% 156
City of Belmont
Draft Plan C
District B
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,128 38 0.5% 4,489 63.0% 586 8.2% 2,012 28.2% 41 0.6%
Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,957 3,422 69.0% 412 8.3% 1,104 22.3% 19 0.4% 157
City of Belmont
Draft Plan C
District C
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,165 75 1.1% 4,426 61.8% 918 12.8% 1,715 23.9% 106 1.5% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 4,492 3,237 72.1% 510 11.4% 658 14.6% 87 1.9% 158
City of Belmont
Draft Plan C
District D
Other % Latino % Asian % Black %
2020 Census
Other % Latino % Asian % Black %
Citizen Voting Age Population
Population Deviation Deviation % Other Other % Latino Latino % Asian Asian % Black Black % 7,109 19 0.3% 3,382 47.6% 1,098 15.4% 2,514 35.4% 115 1.6% Total CVAP Other CVAP Other CVAP % Latino CVAP Latino CVAP % Asian CVAP Asian CVAP % Black CVAP Black CVAP % 3,937 2,202 55.9% 560 14.2% 1,027 26.1% 148 3.8% 159

Mid-Year Budget Review

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Grace Castaneda, Finance Director, [email protected] Jennifer Rose, Housing & Economic Development Manager, [email protected] Agenda Title: Report on Mid-Year Financial Results as of December 31, 2021 Agenda Action: Resolution
Recommendation
Adopt resolutions amending the City of Belmont and Belmont Fire Protection District (BFPD) Fiscal Year (FY) 2022 Budgets.

Strategic Focus Area
Fiscal and Organizational Sustainability
Background
• The City continues to address the fiscal and operational impacts of the COVID-19 pandemic and the ongoing takeaway of key revenue sources as a result of actions taken by the State of California. • Final dissolution of the Belmont Successor Agency is anticipated to occur in June 2022, resulting in a shift of certain property tax revenues. Due to the timing of the final dissolution and distribution of property taxes from the County, secured property taxes will be lower than FY 2022 budget estimates for both the City and BFPD, while residual property tax payments are expected to increase slightly. Overall property tax revenues are down. • Property tax in-lieu of vehicle license fee (VLF) continues to be underfunded by the State for a third straight year. Due to the shift of a local school district to non-basic aid, the current County estimates of VLF payments are higher than budget. This one-time increase does not make the City whole on VLF funding for FY’s 2020 through 2022. There is still a substantial shortfall in FY 2022, currently estimated county-wide at $57 million.
• Staffing vacancies and hiring freezes implemented to address State revenue actions and local pandemic impacts continue to provide cost savings City-wide. • Sales tax revenues, including Measure I, are exceeding FY2022 budget estimates. • Local development generated revenues such as impact fees and in-lieu fees provide critical funding for infrastructure, but other locally controlled funding is needed to support City services. • General Fund balance is trending higher than the FY 2022 Budget target, mainly attributable to staff vacancy savings in the current fiscal year. Staff vacancies are not sustainable long-term. 160

Mid-Year Budget Review
• The City must take action to ensure long-term financial sustainability and local control over revenue sources to prevent further cuts to City Services including cuts to public safety, parks and public works services.

Analysis
The City prepares a Mid-Year Review annually, analyzing the current budget at the six-month midpoint.

The Mid-Year Review serves to discuss the financial results of the organization from July through December, and suggests corrective actions in the event expectations differ from results This year’s Mid-Year Review provides important details on the City’s financial status and includes the following components.

Mid-Year Budget Presentation
The attached presentation summarizes year-to-date financial results, trends on major revenue sources, fund balance forecasts, and an overview of financial challenges facing the City.

Results Summary Overview
• Like many California cities, revenues are slowly recovering. General Fund revenues were $14.3 million, representing 108% of the year-to-date budget, mainly due to a smaller than anticipated VLF shortfall. All Fund revenues (including General Fund) were $44.1 million, representing 82% of the year-to-date budgets.
• General Fund balance is up. The City ended December 31, 2021 with a fund balance of $16.4 million, not including budgeted fund transfers which will be booked at the end of the fiscal year.

With 50% of the budgeted fund transfers at mid-year at $1.5 million, the General Fund balance is $14.9 million at December 31, 2021. In comparison, General Fund balance was $12.1 million at December 31, 2020, which included 50% of fund transfers. The fund balance increase is largely due to the City receiving the first half of the American Rescue Plan Act (ARPA) one-time funding of $3.2M in FY 2022. Without this one-time funding, General Fund balance would be down from prior year.

Major Revenue Source Trends
• Sales Tax revenue is holding steady. Sales Tax Revenues, including Measures I/A/W and Public Safety, are trending $635,000 higher than Fiscal Year FY 2022 budget. • Hotel Room Tax revenue is slowly rebounding. A nominal increase of Hotel Tax Revenues (i.e., Transient Occupancy Tax or TOT) is projected for FY 2022, but this remains a highly volatile source of revenue and overall revenues for FY 2022 are still projected to be down $2 million compared to pre-pandemic years.
• Property Tax revenue is down. The Belmont Successor Agency is expected to be fully dissolved by June 2022. In FY 2023, both the City and BFPD are expected to see an increase in general property tax revenues as a result of Successor Agency dissolution. Overall general property tax revenues are down, with a key exception described below:
161

Mid-Year Budget Review
o Property Tax In-lieu of Vehicle License Fee (VLF) is higher than budget estimates.

VLF continues to be underfunded by the State for the third straight year; however, when a school shifts to non-basic aid, additional funding is made available for VLF. For FY 2022, the County currently estimates a $57 million shortfall of VLF due to one school district shifting to non-basic aid. Because the FY 2022 adopted budget anticipated a larger shortfall, this results in a $1 million increase in VLF funding to the City for FY 2022. This one-time increase does not make the City whole on VLF funding for FY’s 2020 through 2022, and the long-term trend continues to assume all school districts will convert to basic aid, which results in increasing VLF shortfall year-over-year.

Mid-Year Financial Reports & Budget Adjustments
The Mid-Year Review provides an analysis of actual results compared to Fiscal Year 2021 while addressing any significant variances that have occurred or will likely occur prior to the end of this Fiscal Year. To assist in this analysis, staff generates the Mid-Year Financial Reports (Attachment C) which includes the December 2021 Monthly Financial Reports and a detailed Statement of Revenues and Expenditures. These reports compare budget amounts vs. actual results by major revenue source and expenditure division.
• Routine adjustments to budget revenues include variances associated with the timing of the receipt of certain General Fund revenues and variances associated with the timing of the receipt for fees related to large development projects expected to be completed by the end of the Fiscal Year. • Routine adjustments to budget expenditures reflect operational and staffing needs for departments and timing of capital improvement project expenditures.

Other notable FY 2022 budget adjustments include:
• A request to transfer $580,000 from Measure I Fund 102 to Street Improvement Fund 234 to fund completion of the Ralston Avenue Corridor Improvement Project Segment 3 (CIP Project #3223) pavement restoration as well as additional work associated with sidewalk conforms/restorations.

The project has experienced delays related to the contractor scheduling and the need for sidewalk modifications. The updated total project cost is projected to exceed the original estimate by approximately $580,000. The City will continue to use all grant funds for the project prior to using Measure I funds.
• An appropriation request in the Development Services Fund 210 for $60,000 to 1) eliminate one temporary part time position and add one permanent Office Assistant FTE position, and 2) provide funding for temporary part-time building inspector services, both in the Community Development Department (Permit Center) to help respond to the steady increase in City-wide development activity. A targeted scope Community Development fee study is slated for later this Fiscal Year which may help generate additional revenues to offset cost of providing services and offset the proposed staffing augmentations.
162

Mid-Year Budget Review
Successor Agency Final Dissolution Timeline
Actions taken by the State of California to dissolve redevelopment agencies and a recent court case have resulted in reductions to key revenue sources for both the City and Belmont Fire Protection District (BFPD). One of the most significant takeaways was a change in the methodology for distribution of Residual Redevelopment Property Tax Trust Funds (RPTTF). To address this impact, the City has taken steps over the past year to accelerate the timeline for final dissolution of the Belmont Successor Agency, which is anticipated to occur by June 2022. Fiscal impacts of the Successor Agency dissolution are as follows:
• Because the dissolution will not be finalized until June 2022 after a majority of property taxes have been distributed, both the City and BFPD will continue to see a reduction in general property tax for FY 2022, which is reflected in the midyear adjustments. • The City (in its capacity as Successor Agency) requests an appropriation to fund a one-time Successor Agency reconciliation payment to the County Auditor that will facilitate final dissolution. The City is working with the County Auditor to complete a comprehensive reconciliation to determine the total amount of unspent RPTTF available; once the County Auditor received these funds, they will be distributed out to the taxing entities (including both the City and BFPD).
• All remaining residual RPTTF funds will be distributed to the local taxing entities. The City anticipates a one-time increase in residual RPTTF property tax revenue. • In FY 2023 and beyond, both the City and BFPD will see an increase in general property tax revenues.

As part of the City’s efforts to ensure long-term fiscal and organizational sustainability, the City continues to engage the community on identifying targeted locally controlled sources of revenue that fund community priority services such as public safety and public works services.

Proposed Resolutions
Staff recommends that Council adopt resolutions amending the City of Belmont and Belmont Fire Protection District (BFPD) Fiscal Year 2022 Budgets as proposed. These mid-year resolutions are considered annually as part of the budget management process.

Next Steps
Once the Mid-Year Budget Review is complete, the City will continue to provide monthly financial reports to City Council. Feedback from Council on the results of the Mid-Year Financial Reports and Presentation will help guide the budget development process for FY 2023. Furthermore, the City will also continue to engage residents on their City service needs and priorities and reporting on these when the FY 2023 Budget is introduced to the Council in May 2022.

Alternatives

1. Take No Action
163

Mid-Year Budget Review
Attachments
A. Resolutions with Exhibit A summarizing proposed budget amendments by Fund B. Mid-Year Budget Presentation
C. Mid-Year Financial Reports
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed: The resolutions attached to this report itemize the fiscal impacts by fund.

Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda

164

RESOLUTION NO. 2022 –

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BELMONT AMENDING THE FISCAL YEAR 2022 BUDGET BY APPROVING REVISIONS TO

REVENUE AND AUTHORIZING SUPPLEMENTAL APPROPRIATIONS
WHEREAS, the City of Belmont Fiscal Year 2022 Budget includes adopted Revenue, Appropriations, and Capital Improvement Program Budgets; and, WHEREAS, the City continues to address the fiscal and operational impacts of the COVID-19 pandemic and the ongoing takeaway of key revenue sources by the State of California; and,
WHEREAS, several key General Fund revenues are trending below year-to-date budget estimates, including property tax revenues taken by Sacramento, while other revenues are trending above conservative year-to-date estimates; and, WHEREAS, final dissolution of the Belmont Successor Agency is anticipated to occur by June 2021, resulting in a reduction of certain property tax revenues, and a one-time increase in residual redevelopment property tax trust fund revenues, which are reflected Exhibit A; and, WHEREAS, the City Council finds that it is necessary to amend the Fiscal Year 2022 Revenue Budget, as identified in Exhibit A, and reduce the estimated Fund balance; and, WHEREAS, the City has determined that additional funding is required for certain operational expenditures identified in Exhibit A; and,
WHEREAS, the City Council finds that it is necessary to augment the Fiscal Year 2022 budget for those expenditures; and,
WHEREAS, the City Council wishes to add one permanent Office Assistant full time employee (1.0 FTE) position to the Community Development Department staffing plan to ensure ongoing service delivery in the Permit Center as development activity continues to increase Citywide; $30,000 has been appropriated for this staffing increase to fund the rest of FY 2022, and the City is directed to conduct a fee study to ensure fee revenues are meeting service needs.

NOW, THEREFORE, the City Council of the City of Belmont resolves as follows:

SECTION 1. The Fiscal Year 2022 Budget is hereby amended as reflected in Exhibit A.

SECTION 2. The summary effect on funds is shown in the table below:
165

Summary Combined Effect on Funds
Fund Description
Revenues
Increase
(Decrease)
Expenditures
Increase
(Decrease)
Net Change on
Fund Balance
Increase
(Decrease)
101 General Fund 1,218,000 378,000 840,000
102 Measure I 200,000 580,000 (380,000)
205 Co-Sponsored Recreation 88,078 140,000 (51,922)
207 Athletic Field Maintenance 5,000 5,000 -
210 Development Services 275,000 90,000 185,000
212 General Plan Maintenance 300,000 (55,000) 355,000
227 Supplemental Law Enforcement 63,000 - 63,000
231 Street Maintenance (100,000) - (100,000)
233 Measure W 100,000 - 100,000
234 Street Improvement 1,686,000 255,000 1,431,000
237 Traffic Impact Fees (680,000) - (680,000)
308 General Facilities - (35,000) 35,000
310 Infrastructure (985,000) 300,000 (1,285,000)
341 Park Improvement - 45,000 (45,000)
342 Park Impact Fees (1,200,000) 56,900 (1,256,900)
501 Sewer Collections 6,275 - 6,275
503 Sewer Operations-Capital (750,000) 5,000 (755,000)
505 Sewer Collections (175,000) - (175,000)
507 Sewer Treatment - 10,000 (10,000)
525 Storm Drainage (200,000) - (200,000)
530 Solid Waste 13,690 - 13,690
573 Fleet & Equipment Management 17,400 (90,000) 107,400 575 Benefit Prefunding - 150,000 (150,000)
775 Successor Agency 235,000 - 235,000
SECTION 3. The City’s Permanent Staffing Plan is increased by 1.0 full time employee (FTE), for a total of 137.30 full time equivalent positions for FY 2022, intended to add one permanent full time Office Assistant to the Community Development Department to ensure ongoing service delivery in the Permit Center amid increased development activity. The City Manager, subject to compliance with all applicable City Code and Personnel Rules and Regulations, may revise the Permanent Staffing Plan provided that the total number of full-time, regular personnel citywide does not exceed the total number of authorized positions approved by the City Council.
166

* * *
ADOPTED February 8, 2022 by the City of Belmont City Council by the following vote:

Ayes:

Noes:

Absent:

Abstain:

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
167
City of Belmont
FY 2022
Mid-Year Budget Augmentations
Ref # Fund Account # Description
Amount Increase
(Decrease)
210 5-905-6523 Projected increase in complex project revenues to fund third party consultants $95,000 210 5-905-6524 Projected increase in Environmental Consulting Service revenues reflecting an increase in development activity $180,000
212 5-906-6530 Projected increase in General Plan Maintenance Fee revenues from development activity
$300,000
101 0-000-6101 Forecasted decrease in property tax to reflect timing of Belmont Successor Agency dissolution ($865,000)
101 0-000-6103 Reduced supplemental property tax based on County estimates. ($60,000) 101 0-000-6108 Forecasted increased in RDA residual distrubutions to reflect Successor Agency dissolution $330,000
101 0-000-6110 Increased Excess ERAF based on actual revenues and County estimate. $265,000 101 0-000-6111 Adjusted VLF in-lieu revenues based on County estimates $1,000,000 101 0-000-6121 Forecasted increase in Sales and Use Tax based on current trends $180,000 101 0-000-6125 Forecasted increase in Transient Occupancy Tax based on current trends $65,000 101 0-000-6129 Increased property transfer tax to reflect one time sale of high value properties $125,000 101 0-000-6133 Projected increase in cable franchise fees $56,000 101 0-000-7124 Reduced office lease revenues due to one office vacancy ($22,000) 101 0-000-7252 Reflects several one time reimburment payments $40,000 775 1-504-7601 Transfer from General Fund for final dissolution of Belmont Successor Agency $235,000 101 2-601-6123 Forecasted increase in Public Safety Sales Tax Revenue $15,000 101 2-601-6621 Relfects one time increase in police contract fee revenues $12,000 101 2-601-6690 Forecasted increase in police services revenue related to the County Narcotics Task Force $77,000
227 1-504-7601 Increased transfer from General Fund to fund Supplmental Law Enforcement (SLESF) personnal costs $63,000
102 3-730-6122 Forecasted increase in Measure I Sales Tax based on current trends $200,000 231 1-504-7601 Reduced transfer from General Fund to reflect reduced fund expenditures ($100,000) 233 3-730-6126 Forecasted increase in Measure W Sales Tax $100,000 234 3-730-6122 Forecasted increase in Measure A Sales Tax $140,000 234 3-730-7270 Reflects one time developer contribution fee payment $966,000 234 3-730-9030 Transfer of Measure I Funds for completion ot Ralston Avenue Corridor Improvement Project Segment 3
$580,000
237 0-000-6998 Forecasted reduction of traffic impact fees to reflecting development activity timing
($680,000)
310 3-760-6359 Reduction to reflect timing of CRNA funding received ($985,000) 501 3-710-6705 Correct Public Works Service Charge Revenue Estimate $6,275 503 3-730-6820 Deferred development project sewer connection fees ($750,000) Revenues
Community Development
Public Works
Police
Finance
1 168
City of Belmont
FY 2022
Mid-Year Budget Augmentations
Ref # Fund Account # Description
Amount Increase
(Decrease)
Revenues
505 3-730-6820 Deferred development project sewer connection fees ($175,000) 525 1-504-7601 Reduced transfer from General Fund reflecting reduced fund expenses and a one time Measure M reimbursement ($200,000)
530 3-770-6359 Reflects one-time Recology curbside supplemental payment $13,690 573 0-000-7501 Reflects one-time sale of capital asset equipment $17,400 205 1-504-7601 Increased transfer from General Fund to cover co-sponsored recreation activities $85,000 205 4-823-6302 CARES Act senior services funding $3,078 207 4-812-7270 Reflects fund donations received for McDougal Field Improvements CIP Project #8059
$5,000
342 4-810-6997 Deferred Park Impact Fees to reflect timing of development activity ($1,200,000) TOTAL REVENUE ADJUSTMENT $117,443
Revenues
Parks and Recreation
2 169
City of Belmont
FY 2021
Mid-Year Budget Augmentations
Ref # Fund Account # Description
Amount Increase
(Decrease)
101 1-501-8619 Funding for office renovations in Human Resources and City Clerk suites to accomodate operational changes $40,000
101 1-504-9675 Transfer to Successor Agency to facilitate final dissolution $235,000 575 1-503-8119 Increased funding for retiree payouts $150,000 101 1-504-9603
Increased transfer to provide funding for supplemental law enforcement (SLESF) personnel costs. $63,000
101 1-504-9606 Reduced transfer to Street Maintenance reflecting reduced fund expenditures ($100,000) 101 1-504-9673 Reduced transfer to Storm Drain Fund reflecting reduced fund expenditures ($200,000) 102 3-730-9030
Transfer of Measure I Funds for completion ot Ralston Avenue Corridor Improvement Project Segment 3
$580,000
234 3-730-3230
Expenditure of Street Improvement Funds previously authorized by City Council 11/09/21 for the Ralston Adaptive Signal Timing Project $255,000 503 3-730-9030 Funding for Hiller Pump Station Rehabilitation CIP Project #7037 $5,000 507 3-730-8351 Funding for sewer treatment bond administration and reporting fees $10,000 101 1-504-9602 Increase Expense to fund co-sponsored recreation activities $85,000 205 4-820-8101
Funding for Recreation Manager position for five months that had been previously frozen for FY2022 $60,000
205 4-822-8103 Increased funding for temporary part time and seasonal staff $65,000 205 4-823-8103 Increased funding for temporary part time staff $15,000 207 4-812-9030
Increased expense for McDougal Field Project 8059 Improvements to include fund donations $5,000
308 4-802-9030
Fire Station 15 facility maintenance expenditures moved to the Belmont Fire Protection District FY2022 budget ($35,000)
310 3-760-9040
Expenditure of CalOES grand funds approved by City Council 9/14/21 for emergency generators
$300,000
341 4-810-9030 Funding for Sports Complex security camera installation $45,000 342 3-810-9030
Increased funding to reflect bid costs for Hallmark Park Tennis Court Resurfacing Project Project 8101
$15,800
342 3-810-9030 Increased funding to reflect bid costs for Alexander Park Improvement Project 8102 $41,100 Public Works
Expenditures
Finance
Police
Information Technology
Parks and Recreation
1 170
City of Belmont
FY 2021
Mid-Year Budget Augmentations
Ref # Fund Account # Description
Amount Increase
(Decrease)
Expenditures
573 1-302-9040
Projected reduction in CIP project expenditures (Project #2145 Access Control System and Project #2153 Sewer Software) ($90,000)
101 1-121-8101 Increased personnel expense to reflect one-time benefit payouts $40,000 101 1-121-8322 Projected increased in funding for contract legal services $40,000 101 1-114-8101 Adjusted personnel expenses for full time City Clerk position $5,000 101 1-202-8351
Supplemental appropropriation for redistricting services approved by City Council 10/26/21 ($180,000) plus a reduction of $50,000 election related expenses $130,000 210 5-904-8101 Funding to convert temporary part time staff position to permanent office assistant FTE
$30,000
210 5-904-8351
Funding for temporary building inspector services to accomodate increased construction activity
$30,000
210 5-904-8535 Projected increase in fire prevention consulting services provided by SMCFD $30,000 212 5-906-8351 Projected reduction in advanced planning contract expenditures in FY2022 ($55,000) 101 1-401-8103 Increased funding for temporary part time personnel expenses $40,000 TOTAL EXPENDITURE ADJUSTMENT $1,834,900
Expenditures
ComDev
Human Resources
City Manager
City Attorney
2 171

RESOLUTION NO. 2022 –

A RESOLUTION OF THE BOARD OF DIRECTORS OF THE BELMONT FIRE PROTECTION DISTRICT AMENDING THE FISCAL YEAR 2022 BUDGET BY

APPROVING REVISIONS TO REVENUE AND AUTHORIZING SUPPLEMENTAL

APPROPRIATIONS
WHEREAS, the Belmont Fire Protection District (BFPD) Fiscal Year 2022 Budget includes adopted Revenue and Appropriations Budgets; and, WHEREAS, several key District revenues are trending below year-to-date estimates, including property tax revenues taken by Sacramento; and, WHEREAS, the Board of Directors finds that it is necessary to amend the Fiscal Year 2022 Revenue Budget, as identified in Exhibit A, and reduce the estimated Fund balance; and, WHEREAS, the City has determined that additional funding is required for certain operational expenditures identified in Exhibit A; and,
WHEREAS, the City Council finds that it is necessary to augment the Fiscal Year 2022 budget for those expenditures.

NOW, THEREFORE, the Board of Directors of the Belmont Fire Protection District resolves as follows:

SECTION 1. The Fiscal Year 2022 Budget is hereby amended as reflected in Exhibit A.

SECTION 2. The summary effect on funds is shown in the table below.

Summary Combined Effect on Funds
Fund Description
Revenues
Increase
(Decrease)
Expenditures
Increase
(Decrease)
Net Change on Fund
Balance
Increase (Decrease)
223
Belmont Fire
Protection
District
(1,983,500) 133,500 (1,850,500)
172

* * *
ADOPTED February 8, 2022 by the Board of Directors of the Belmont Fire Protection District by the following vote:

Ayes:

Noes:

Absent:

Abstain:

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
173
Revenues
Ref # Fund Account # Description
Amount Increase
(Decrease)
Fire
223 0-000-6101 Adjustment to reflect timing timing of Successor Agency dissolution ($1,050,000) 223 0-000-6103 Adjustment to reflect timing timing of Successor Agency dissolution ($150,000) 223 2-115-8430 Adjustment to reflect timing timing of Successor Agency dissolution ($135,000) 223 0-000-6108 Adjustment to reflect timing timing of Successor Agency dissolution ($650,000) 223 0-000-6328 Adjustment to reflect timing timing of Successor Agency dissolution ($5,500) 223 0-000-7252 On-time reimbursement for fire station sewer charges. $7,000 TOTAL REVENUE ADJUSTMENT ($1,983,500)
Belmont Fire Protection District
FY 2022
Mid-Year Budget Augmentations
1 174
Ref # Fund Account # Description
Amount Increase
(Decrease)
223 1-115-8303
Increase to reflect actual personnel costs for Police Department support of Fire District related activities $10,000
223 1-115-8417 Funding for fire station sewer charges that will be reimbursed to the district $7,000 223 2-115-8430 Funding for Fire station 15 facility improvements $42,500 223 2-119-8351 Increased funding for actuarial studies $4,000 223 2-119-8519 Increased funding for OPEB retiree benefit payments $70,000 TOTAL EXPENDITURE ADJUSTMENT $133,500
Belmont Fire Protection District
FY 2022
Mid-Year Budget Augmentations
Expenditures
Fire
1 175
FISCAL YEAR 2022 MONTHLY FINANCIAL REPORT - DECEMBER 31, 2021 HIGHLIGHTS

PERFORMANCE AT

A GLANCE REPORT
• General Fund balance increased
compared to prior YTD
• COVID-19 has negatively impacted
revenue stream related to taxes
(Budget Variance on pg. 4).

FUND RECAP AT A

GLANCE REPORT
Increasing Fund Balance to PY:
•General Fund
•Measure I
•Sewer Collection System
• Sewer Treatment
•Fleet & Equipment Management
Decreasing Fund Balance to PY:
• Planned Park
• Storm Drainage
• Infrastructure

CASH DISBURSEMENTS &

PURCHASE ORDER ACTIVITY
REPORT
•Amounts equal to and above $5,000

BUDGET VARIANCE
REPORT
• Management Discussion & Analysis
• Tax Trends
This report contains financial information which has not been reviewed or audited by an independent auditor, does not reflect the application of generally accepted accounting principles in all instances and is subject to future revision. This report has not been prepared with a view to informing an investment decision in any of the City’s bonds, notes or other obligations. Any projections, plans or other forward-looking statements included in this report are subject to a variety of uncertainties that could cause any actual plans or results to differ materially from any such statement. The information herein is not intended to be used by investors or potential investors in considering the purchase or sale of the City’s bonds, notes or other obligations and investors and potential investors should rely only on information filed by the City on the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access System for municipal securities disclosures and website, maintained on the World Wide Web at https://emma.msrb.org/ These financial reports are designed to provide a general overview of the City of Belmont’s interim finances. Questions concerning any information provided in these reports should be addressed to [email protected] or for additional information regarding the City’s financial activities, including past award winning audited financial statements, transparency efforts and best practices please visit the City at www.belmont.gov. 176
City of Belmont
Performance at a Glance
Results for the Period Ended December 31, 2021
(000's)
6/30/2012 $5,085 Audited
6/30/2013 $6,200 Audited
6/30/2014 $8,204 Audited
6/30/2015 $9,049 Audited
6/30/2016 $9,177 Audited
6/30/2017 $11,128 Audited
6/30/2018 $11,325 Audited
6/30/2019 $14,846 Audited
6/30/2020 $13,637 Audited
6/30/2021 $13,398 Audited
12/31/2021 $16,441 Unaudited
* excludes Measure I
\ 0
General Fund
Fund Balance - YTD Fund Deficits
As shown on the Fund Recap at a Glance (page 3), the Recreation Fund, Supplemental Law Enforcement, RMRA Street Project, Planned Park, Library Bond Debt Service, and Facilities Management Fund have deficits that are expected to be eliminated in a future period.

The Successor Agency Trust Fund reflects a deficit of $0.3 million due to the nature of the fund type, in which the entire outstanding debt balance is recorded. There are insufficient assets currently available to offset the liability; however, future receipts, both near and long-term, from the County Redevelopment Property Tax Trust Fund are expected to repay the bonds.

General Fund Balance Trends*
The General Fund balance is $16.4 million, a $3.0 million increase compared to amount at the prior fiscal year end. The increase compared to the 6/30/21 balance was primarily due to the receipt of $3.2 million in ARPA Federal Coronavirus State and Local Fiscal Recovery Funds.
$0
$2
$4
$6
$8
$10
$12
$14
$16
$18
General Fund Balance Trend
(in millions)
June December
$0 $20 $40 $60
Budget
Expenditures
Actual
Expenditures
Budget
Revenues
Actual
Revenues
All Funds Revenues & Expenditures
YTD Comparison (in millions)
50%
44%
3%2%1%
Capital Improvement Plan
Streets Sewer
Technology Recreational Facilities
Parks & Open Space
2 177
Audited Unaudited PY YTD
Fund Fund Bal. YTD YTD PY YTD YTD YTD PY YTD Fund Bal. Fund Bal.

Fund Name 06/30/21 Budget Actual (Under) % Actual Budget Actual Under % Actual 12/31/21 12/31/20 (1) (2) Over (3) (Over) (1)+(2)-(3)

GENERAL FUND
101 General $13,398 $13,177 $14,292 $1,115 108% $11,802 $12,920 $11,249 $1,671 87% $13,599 $ 16,441 12,056 102 Measure I 3,751 1,011 785 (226) 78% 826 2,055 736 1,319 36% 244 3,800 2,478

SPECIAL REVENUE FUNDS
205 Recreation 21 1,394 640 (754) 46% 861 1,337 1,448 (111) 108% 1,275 (787) (414) 206 Library Maintenance & Operation 962 154 152 (2) 99% 154 224 184 40 82% 171 930 1,017 207 Athletic Field Maintenance 377 38 58 20 153% 55 50 35 15 71% 17 400 362 208 City Tree 326 3 5 2 155% 8 37 22 14 61% 30 309 340
209 Senior Services Donation 86 3 0 (3) 1% 0 0 0 0 N/A 0 86 86 210 Development Services 417 2,597 2,080 (517) 80% 2,591 2,665 2,497 168 94% 1,971 0 620 212 General Plan Maintenance 738 101 75 (25) 75% 157 185 0 185 0% 53 814 512 223 Belmont Fire Protection District 15,403 7,346 6,229 (1,117) 85% 6,671 5,780 8,813 (3,033) 152% 8,106 12,819 11,957 225 Police Grants and Donations 35 0 0 (0) 11% (0) 3 1 1 49% 0 34 35 227 Supplemental Law Enforcement 0 106 107 1 101% 105 105 144 (38) 136% 109 (37) (1) 231 Street Maintenance 711 1,221 563 (658) 46% 591 1,179 1,046 133 89% 1,137 228 401 232 RMRA Street Project 323 267 223 (44) 84% 206 888 618 270 70% 14 (71) 780 233 Measure W 250 133 90 (43) 68% 401 300 0 300 0% 0 340 0 234 Street Improvements 2,161 1,801 2,135 334 119% 662 2,309 1,521 788 66% 518 2,775 1,308 237 Traffic Impact - 844 0 (844) 0% 0 0 0 0 N/A 0 0 0
239 Public Art - 278 0 (278) 0% 0 0 0 0 N/A 0 0 0
275 Affordable Housing Successor 3,688 2,070 40 (2,030) 2% 237 278 241 38 86% 82 3,487 3,774 277 Inclusionary Housing 2,385 141 0 (141) 0% 2 0 0 0 N/A 1,000 2,385 2,268 Total Special Revenue 27,885 18,496 12,397 (6,099) 67% 12,702 15,338 16,570 (1,232) 108% 14,484 23,712 23,046

CAPITAL PROJECT FUNDS
308 General Facilities 827 2 0 (2) 9% 8 224 85 139 38% 104 743 925 310 Infrastructure 2,302 612 1 (611) 0% 7 1,008 180 827 18% 1 2,122 2,824 312 Comcast PEG Program 363 1 0 (1) 11% 1 60 0 60 0% 11 363 363 341 Planned Park 357 1,505 0 (1,505) 0% 9 479 424 55 88% 3,553 (67) 1,118 342 Park Impact 1,397 1,590 0 (1,590) 0% 18 1,625 0 1,625 0% 0 1,397 381 343 Open Space 206 0 0 (0) 10% 1 35 7 28 21% 16 199 219 704 Special Assessment Districts 308 1 0 (1) 11% 1 0 0 0 N/A 0 308 308 Total Capital Projects 5,760 3,711 1 (3,710) 0% 43 3,431 696 2,735 20% 3,685 5,065 6,137

DEBT SERVICE & OTHER FUNDS
406 Library Bond Debt Service 267 338 337 (1) 100% 338 342 517 (174) 151% 507 87 93 501-505 Sewer Collection System 20,034 8,754 7,054 (1,700) 81% 7,235 8,946 4,587 4,359 51% 7,981 22,501 14,012 507 Sewer Treatment 24,301 1,616 1,573 (44) 97% 1,602 2,707 2,535 171 94% 3,069 23,338 20,708 525 Storm Drainage Enterprise 3,585 1,122 495 (626) 44% 980 1,368 1,007 361 74% 1,062 3,073 4,417 530 Solid Waste Management 1,582 250 223 (27) 89% 206 247 223 24 90% 209 1,582 1,537 570 Worker's Compensation 1,337 388 375 (13) 97% 373 329 551 (223) 168% 521 1,160 654 571 Liability Insurance 3,375 242 (1,418) (1,660) -585% (1,144) 797 495 302 62% 450 1,462 1,149 572 Self Funded Vision - 6 5 (1) 90% 8 7 (4) 11 -61% (3) 9 11 573 Fleet & Equipment Management 5,831 2,544 2,558 14 101% 2,635 2,622 1,905 716 73% 2,026 6,483 4,753 574 Facilities Management 41 1,342 822 (520) 61% 909 1,047 1,077 (30) 103% 930 (214) 185 575 Benefit Prefunding 1,396 729 688 (41) 94% 774 746 970 (225) 130% 1,186 1,114 1,149 775 Successor Agency Trust Fund1
(3,430) 1 3,923 3,923 620753% 89 0 833 (833) N/A 767 (339) (4,883) Total Debt & Other 58,319 17,331 16,634 (696) 96% 14,003 19,157 14,697 4,460 77% 18,704 60,257 43,785 Total All Funds $109,114 $53,726 $44,110 ($9,616) 82% $39,377 $52,901 $43,948 $8,952 83% $50,715 $109,276 $87,501 Fund Types:
1 The Successor Agency Trust Fund is a Fiduciary Fund and is only displayed here for informational and reporting purposes.

Variance
City of Belmont
Fund Recap at a Glance
Results for the Period Ended December 31, 2021
(000's)
General Fund - Used to account for and report all financial resources not accounted for and reported in another fund.

Special Revenue Funds - Used to account for and report the proceeds of specific revenue sources that are restricted or committed to expenditure for specific purposes other than debt service or capital projects.

Capital Projects Funds - Used to account for and report financial resources that are restricted, committed, or assigned to expenditure for capital outlays, including the acquisition or construction of capital facilities and other capital assets.

Debt Service & Other Funds - Includes funds used to account for and report financial resources that are restricted, committed, or assigned to expenditure for principal and interest; funds used to finance and account for special activities and services performed by a designated department for other departments in the City on a cost reimbursement basis; and funds to account for operations financed and operated in a manner similar to a private business enterprise with the intent that the cost of providing goods and services is primarily financed through user charges; and funds used to account for assets held by the City as an agent.

Variance
Revenues Expenditures
3 178
City of Belmont
Budget Variance Report
General Fund / All Other Funds
Results for the Period Ended December 31, 2021
(000's)
General Fund All Other Funds
Year to Date (YTD) Annual PY YTD Year to Date (YTD) Annual PY YTD Budget Actual Variance % Budget Actual Budget Actual Variance % Budget Actual

REVENUES
Taxes $8,194 $7,973 ($222) 97% a $16,388 $7,574 $9,262 $11,842 $2,581 128% a $18,523 $8,442 Property Taxes 3,189 2,965 (223) 93% * 6,378 3,120 7,269 10,116 2,847 91% 14,537 6,766 Sales Taxes 1,917 1,476 (441) 77% 3,833 1,818 1,503 1,238 (265) 71% 3,006 1,186 Other Taxes 3,089 3,531 443 114% * 6,177 2,635 490 488 (1) 99% 980 490 Licenses and permits 536 414 (123) 77% b 1,073 483 922 887 (35) 96% 1,844 903 Intergovernmental 1,728 3,336 1,608 193% 3,456 467 3,333 1,415 (1,919) 42% d 6,667 709 Charge for services 2,045 2,125 80 104% 4,090 3,096 20,792 16,049 (4,743) 77% e 41,584 16,117 Fines and forfeits 82 54 (28) 66% 164 74 - - - N/A - -
451 374 (77) 83% 902 61 336 146 (190) 43% f 672 328
Miscellaneous 141 17 (124) 12% c 282 48 70 (537) (608) -766% g 140 (1,449) Other financing sources - - - N/A - - 1,875 17 (1,858) 1% h 3,750 4 Operating transfers in - - - N/A - - 3,959 - (3,959) i 7,918 2,521 Total Revenues 13,177 14,292 1,115 108% 26,354 11,802 40,549 29,818 (10,731) 74% 81,098 27,575

EXPENDITURES
General government 3,183 2,756 (428) 87% 6,367 3,469 4,086 3,931 (155) 96% 8,173 4,206 Public safety 7,215 7,403 188 103% j 14,431 7,030 5,888 8,958 3,071 152% k 11,776 8,215 Streets and utilities - - - N/A - - 19,274 11,472 (7,802) 60% 38,547 12,566 Culture and recreation 1,014 1,090 77 108% 2,027 1,163 3,325 3,027 (297) 91% 6,650 5,818 Urban redevelopment - - - N/A - 2,117 2,015 (102) 95% 4,234 2,619 Debt service - - - N/A - - 2,839 3,296 456 116% l 5,679 3,108 Operating transfer out 1,508 - (1,508) 3,015 1,937 2,452 - (2,452) 4,903 584 Total Expenditures 12,920 11,249 (1,671) 87% 25,840 13,599 39,981 32,699 (7,282) 82% 79,962 37,116 $257 $3,043 $514 ($1,797) $568 ($2,881) ($18,012) $1,137 ($9,541) Management Discussion and Analysis
(Items with unfavorable budget variance more than $0.1 million) General Fund:

Revenues
Other Funds
Revenues
General Fund:

Expenditures
Other Funds
Expenditures
e) Charges for Services – The Sewer Use Fee (Collection & Treatment), budgeted for $17M, is included as part of the City’s Property Tax bill to be received semi-annually, typically in April and December. d) Intergovernmental - The revenue will be received in a future reporting period and includes activities related to the prior fiscal year, which are subject to accounting adjustment. h) Other Financing Sources – The budget assumes a sale of $3.8M in housing capital assets which is anticipated to occur in a subsequent period. k) Public safety - First quarter payments of $1.6M to BSCFD and $2.1M to San Mateo Consolidated Fire Department. f) Use of Money and Property–the LAIF interest rate continues to decline resulting in lower investment returns. l) Debt Service -the semi-annual interest and annual principal payments were remitted in July. b) Licenses and Permits – Business License revenue will be received in a future reporting period and includes activities related to the prior fiscal year, which are subject to accounting adjustment. c) Miscellaneous – The budget variance is primarily due to the timing of the annual CSUS Public Service Fee, which will be received in a future reporting period. j) Public safety - The annual contribution to the SPCA construction costs was paid in December. ** July TOT revenues received were for June activities and accrued to the previous FY. July revenues will be received in August.

EXCESS OF REVENUES OVER
(UNDER) EXPENDITURES
Trends
Use of money and property
a) Taxes – The budget variance is primarily due to the timing of semi-annual property tax receipts received in December and April. In addition, the majority of Sales Tax and Transient Occupancy Taxes received in July are related to June activities, which are subject to an accounting adjustment. COVID-19 impacts are occurring. *) Beginning with the December 2020 monthly financial report, Property Tax in lieu of VLF and excess ERAF are reported under Property Taxes, not Other Taxes. g) Miscellaneous– This revenue is subject to an accounting adjustment during the fiscal year closing process related to claims liability. i) Operating Transfers In – The budget assumes operating transfers, which will be recorded at the end of the fiscal year based on actual results. -$650
-$450
-$250
-$50
$150
$350
$550
$750
$950
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Thousands Sales Taxes & TOT - Monthly Comparison
Sales Taxes FY 21 Sales Taxes FY 22 TOT FY 21 TOT FY 22 $0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
FY 12 FY 13 FY 14 FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 Thousands Major General Fund Taxes - 10-year Trends
Prop Tax Sales Taxes TOT
4 179
City of Belmont
Disbursements & Purchase Order Activity Report
Results for the Period Ended December 31, 2021
Vendor Description Date No. Amount
ADP 12/21 ADP FEES 12/24/21 DAJ000007073 5,562.25
BAMACOR, INC. SUPPLIES 12/9/21 EFT00027175 16,775.80
BELMONT SAN CARLOS FIRE DEPT Q3 MEMBER CONTRIBUTION 12/17/21 EFT00027314 42,895.15 BENEFIT COORDINATORS CORP Nov 2021 Life and LTD Billing 12/9/21 EFT00027161 12,598.19 BKF ENGINEERS Alameda proj Aug-Sept 12/17/21 EFT00027296 5,348.06 BROADCAST MICROWAVE SERVICES LLC TAHOE M8 SYSTEM CORE I7 12/3/21 EFT00027133 8,978.60 CAIRO BUILDER INC BSCC ROOF REPLACEMENT RETAINER 12/17/21 EFT00027286 79,500.00 CALPERS COB CONTRIBUTIONS PPE 11/19/21 12/24/21 DAJ000007107 104,617.94 CALPERS COB CONTRIBUTION PPE 12/3/21 12/24/21 DAJ000007108 102,540.12 CALPERS COB CONTRIBUTION PPE 12/17/21 12/24/21 DAJ000007114 102,782.37 CALPERS COB CONTRIBUTION PPE 11/5/21 12/6/21 DAJ000007097 105,433.40 CALPERS HEALTH PREMIUM-DECEMBER 12/13/21 DAJ000007099 153,462.64 CARDKNOX CARDKNOX FEES NOV 2021 12/2/21 DAJ000007053 5,653.65 CASEY CONSTRUCTION INC SD improvements for Nov 12/17/21 1202292 61,900.00 CITY OF BELMONT EMPLOYEES PAYROLL 12/3/2021 12/2/21 DAJ000007059 403,289.32 CITY OF BELMONT EMPLOYEES PAYROLL 12/3/2021 12/3/21 DAJ000007061 95,963.14 CITY OF BELMONT EMPLOYEES PAYROLL 12/17/2021 12/16/21 DAJ000007062 386,773.69 CITY OF BELMONT EMPLOYEES PAYROLL 12/17/2021 12/17/21 DAJ000007064 89,282.43 CITY OF BELMONT EMPLOYEES PAYROLL 12/17/2021 12/17/21 DAJ000007065 10,053.18 CITY OF BELMONT EMPLOYEES PAYROLL 12/30/2021 12/29/21 DAJ000007069 406,292.55 CITY OF BELMONT EMPLOYEES PAYROLL 12/30/2021 12/29/21 DAJ000007070 97,425.49 COLANTUONO, HIGHSMITH & WHATLEY, PC LEGAL FEES 12/9/21 EFT00027189 5,748.80 COUNTY OF SAN MATEO-COUNTY MANAGERS OFFICE SPCA CONSTRUCTION COST-FY21/22 12/17/21 1202296 25,821.00 CREEKSIDE GRILL OCTOBER SENIOR LUNCHES 12/9/21 EFT00027150 5,835.62 CSG CONSULTANTS, INC. Task Order #3 Holly, Marburger 12/9/21 EFT00027180 5,005.00 CSG CONSULTANTS, INC. OCT BLDG PLAN REVIEW 12/17/21 EFT00027300 24,252.50 EDD PPE 12/17/21 PAYROLL TAXES 12/21/21 DAJ000007104 32,322.19 EDD PAYROLL TAXES PPE 12/03/21 12/6/21 DAJ000007105 35,399.41 EDD PAYROLL TAXES PPE 11/3/21 12/6/21 DAJ000007098 35,399.41 EYEP SOLUTIONS NETWORK UPGRADE PROJECT 12/3/21 1202238 120,000.00 GRANICUS, INC. COMMS CLOUD GOV DELIVERY 12/17/21 EFT00027261 8,900.00 HOM, DANIEL OCTOBER 2021 12/3/21 EFT00027136 6,262.50
ICMA ACCT# 302442 DEF COMP 12/28/21 DAJ000007109 33,784.69 ICMA ACCT# 803366 DEF COMP 12/28/21 DAJ000007111 5,075.00 ICMA ACCT#106201 DEF COMP 12/28/21 DAJ000007110 30,561.08 ICMA ACCT#302442 DEF COMP 12/15/21 DAJ000007100 33,818.37 ICMA ACCT#803366 DEF COMP 12/15/21 DAJ000007101 5,200.00 INFRASTRUCTURE ENGINEERING CORP SSMP Aug-Sept 2021 12/17/21 EFT00027263 25,063.75 INTERSTATE GRADING AND progress pay-CCN2020-589 12/17/21 EFT00027369 294,627.65 JPW COMMUNICATIONS LLC NOV 2021 DISTRICTING 12/17/21 EFT00027279 6,550.00 MANAGEMENT PARTNERS Belmont payroll function 12/17/21 EFT00027307 6,400.00 MAZE & ASSOCIATES AUDIT SERVICES-NOVEMBER 12/9/21 EFT00027188 10,738.00 METROPOLITAN PLANNING GROUP Prof serve 4-30-21 12/9/21 EFT00027155 6,712.50 Disbursements Amounts Equal to $5,000 and Above
5 180
City of Belmont
Disbursements & Purchase Order Activity Report
Results for the Period Ended December 31, 2021
Vendor Description Date No. Amount
Disbursements Amounts Equal to $5,000 and Above
MID-PENINSULA WATER DISTRICT ARTHUR & COVINGTON 12/9/21 EFT00027178 9,943.49 MNS ENGINEERS INC Prof serv Sept. 2021 12/17/21 EFT00027269 79,057.05 NBS/GOV'T FINANCE GROUP FISCAL IMPACT ANLYS/CFD FORM 12/3/21 EFT00027142 7,500.00 O.K. LUMBER CO. BSC CONCRETE DRAINS 12/9/21 1202270 9,178.89 PACIFIC NURSERIES 2021 TREE GIVEAWAY 12/9/21 1202272 5,158.23 PAVEMENT ENGINEERING INC Dev plans specs/est. 200133-01 12/17/21 1202312 6,880.00 PG&E GAS & ELECRICITY-VARIOUS SITES 12/9/21 EFT00027190 5,468.22 PG&E GAS & ELECRICITY-VARIOUS SITES 12/9/21 EFT00027226 5,825.34 PG&E GAS & ELECRICITY-VARIOUS SITES 12/9/21 EFT00027209 9,174.97 PG&E GAS & ELECRICITY-VARIOUS SITES 12/9/21 EFT00027237 14,792.73 RINCON CONSULTANTS HOUSING ELEMENT EIR 12/9/21 EFT00027172 33,518.61 SAN MATEO CONSOLIDATED FIRE DEPARTMENT NOVEMBER CONTRACTED SERVICES 12/9/21 EFT00027165 2,107,958.25 SAN MATEO COUNTY - HEALTH FY2021-22 ANIMAL CONTROL COSTS 12/9/21 1202276 145,591.00 SAN MATEO COUNTY - INFORMATION MESSAGE SWITCH(2NDQTR OCT-DEC) 12/9/21 1202277 5,300.75 SAN MATEO COUNTY PUBLIC PGR PASS-THRU (2NDQTR OCT-DEC) 12/9/21 1202278 5,309.75 SAVANT SOLUTIONS, INC. FOREVER CLOUD/ANNUAL SUB 1 YR 12/3/21 EFT00027125 39,250.00 SCHAAF & WHEELER CONSULTING Storm Drain Proj. thru Sept. 12/17/21 EFT00027312 11,903.00 SILICON VALLEY CLEAN WATER JANUARY CONTRIBUTION 12/9/21 EFT00027153 282,253.00 SOUTH BAY REGIONAL PUBLIC DRV/FORCE OPTIONS-8 OFFICERS 12/9/21 1202280 5,647.00 SQUARE SQUARE BANK DEC 21, GP JAN 22 12/31/21 IAJ000007079 16,758.80 THE LEW EDWARDS GROUP Lew Edwards - CCN2019-46 12/17/21 1202318 5,175.00 TOWNE FORD SALES 309 SPARE KEY 12/9/21 EFT00027242 46,058.04 U.S. BANK CORP PAYMENT SYSTEM DEC CAL CARD STMT-VARIOUS DEPARTMENTS 12/17/21 1202319 13,140.18 VALLEY OIL COMPANY DIESEL FUEL-VARIOUS DEPARTMENTS 12/17/21 EFT00027315 17,613.84 Total Disbursements in Excess of $5,000 5,949,061.58 $
Total Count 67
Vendor Description Date No. Amount
EDGEWORTH INTEGRATION LLC 550 ISLAND PKWY - PHASE 2 12/7/21 22 00031 39,752.57 MNS ENGINEERS INC TO#9 HILLER ST PUMP STATIO 12/7/21 22 00032 419,200.00 DELL 17 - WORKSTATION 5090S 12/7/21 22 00033 18,594.99
PANORAMA ENVIRONMENTAL INC AMMENDMENT #1 - CEQA REVIE 12/9/21 22 00034 37,371.00 SOUTHWEST CONSTRUCTION & PROPE COVID-19 OFFICE MODIFICATI 12/17/21 22 00035 33,859.40 SEQUOIA ECOLOGICAL CONSULTING TP TREE REMOVALS ENVIRON 12/17/21 22 00036 5,000.00 Total Purchase Orders Issued in Excess of $5,000 553,777.96 $ Total Count 6
Purchase Order Amounts Equal to $5,000 and Above
6 181
12/31/2020 Adjusted YTD
Fund Account Description Budget Actual Variance % Actual Budget % 101 6100 PROPERTY TAXES $ 4,860,307 4,536,051 $ (324,256) $ 107% 4,685,088 $ 9,072,102 $ 54% 101 6200 SALES TAXES 1,411,554 1,849,844 438,290 76% 1,761,097 3,699,688 38% 101 6300 OTHER TAXES 1,700,768 1,808,346 107,577 94% 1,127,325 3,616,691 47% 101 6200 LICENSES AND PERMITS 413,536 536,256 122,720 77% 482,746 1,072,512 39% 101 6300 INTERGOVERNMENTAL 3,336,211 1,727,768 (1,608,443) 193% 467,491 3,455,536 97% 101 6400-6999 SERVICE CHARGES 2,124,970 2,044,850 (80,121) 104% 3,095,755 4,089,699 52% 101 7100 FINES AND FORFEITURES 54,200 82,000 27,800 66% 73,631 164,000 33% 101 7100 USE OF MONEY AND PROPERTY 373,949 450,786 76,837 83% 60,956 901,571 41% 101 7200 MISCELLANEOUS 16,549 141,047 124,498 12% 47,615 282,094 6% GENERAL FUND 14,292,043 13,176,947 (1,115,097) 108% 11,801,703 26,353,893 54% 102 6200 SALES TAXES 784,777 1,006,688 221,911 78% 821,204 2,013,376 39% 102 7100 USE OF MONEY AND PROPERTY 714 4,535 3,821 16% 5,150 9,069 8% MEASURE I 785,491 1,011,223 225,731 78% 826,354 2,022,445 39% 205 6300 INTERGOVERNMENTAL 41,139 26,500 (14,639) 155% 18,868 53,000 78% 205 6400-6999 SERVICE CHARGES 595,557 855,868 260,311 70% 251,213 1,711,736 35% 205 7100 USE OF MONEY AND PROPERTY (72) - 72 N/A (550) - N/A 205 7200 MISCELLANEOUS 3,353 12,063 8,710 28% 5,394 24,125 14% 205 7600 OPERATING TRANSFERS IN - 500,000 500,000 0% 586,349 1,000,000 0% RECREATION 639,977 1,394,431 754,453 46% 861,273 2,788,861 23% 206 6100 TAXES 151,419 151,853 434 100% 151,853 303,706 50% 206 7100 USE OF MONEY AND PROPERTY 193 1,855 1,662 10% 2,337 3,709 5% LIBRARY MAINTENANCE/OPERATION 151,611 153,707 2,096 99% 154,190 307,415 49% 207 6400-6999 SERVICE CHARGES 58,144 37,500 (20,644) 155% 4,074 75,000 78% 207 7100 USE OF MONEY AND PROPERTY 81 639 557 13% 773 1,277 6% 207 7200 MISCELLANEOUS - - - N/A 50,282 - N/A
ATHLETIC FIELD MAINTENANCE 58,225 38,139 (20,087) 153% 55,129 76,277 76% 208 6400-6999 SERVICE CHARGES 4,815 2,500 (2,315) 193% 7,178 5,000 96% 208 7100 USE OF MONEY AND PROPERTY 67 653 586 10% 834 1,306 5% CITY TREES 4,882 3,153 (1,729) 155% 8,012 6,306 77%
209 7100 USE OF MONEY AND PROPERTY 18 161 143 11% 202 322 6% 209 7200 MISCELLANEOUS (2) 2,500 2,502 0% 50 5,000 0%
SENIOR SERVICES DONATION 16 2,661 2,645 1% 252 5,322 0% 210 6200 LICENSES AND PERMITS 886,539 922,000 35,461 96% 902,909 1,844,000 48% 210 6400-6999 SERVICE CHARGES 1,189,255 1,070,593 (118,662) 111% 894,138 2,141,186 56% 210 7100 USE OF MONEY AND PROPERTY 67 1,006 939 7% 1,113 2,011 3% 210 7200 MISCELLANEOUS 4,274 3,500 (774) 122% 6,258 7,000 61% 210 7600 OPERATING TRANSFERS IN - 600,000 600,000 0% 786,406 1,200,000 0% DEVELOPMENT SERVICES 2,080,134 2,597,099 516,964 80% 2,590,824 5,194,197 40% 212 6300 INTERGOVERNMENTAL - - - N/A 10,000 - N/A
212 6400-6999 SERVICE CHARGES 75,272 100,000 24,728 75% 146,260 200,000 38% 212 7100 USE OF MONEY AND PROPERTY 162 906 744 18% 1,093 1,811 9% GENERAL PLAN MAINTENANCE 75,434 100,906 25,471 75% 157,354 201,811 37% 223 6100 TAXES 6,192,808 7,268,734 1,075,926 85% 6,678,485 14,537,468 43% 223 6300 INTERGOVERNMENTAL 27,652 57,398 29,746 48% 28,095 114,796 24% 223 7100 USE OF MONEY AND PROPERTY 1,090 19,437 18,347 6% (35,449) 38,873 3% 223 7200 MISCELLANEOUS 7,201 - (7,201) N/A 24 - N/A
BELMONT FIRE PROTECTION DISTRICT 6,228,751 7,345,569 1,116,817 85% 6,671,155 14,691,137 42% 225 7100 USE OF MONEY AND PROPERTY 7 66 59 11% 83 132 6% 225 7200 MISCELLANEOUS - - - N/A (350) - N/A
PUBLIC SAFETY GRANTS 7 66 59 11% (267) 132 6%
Year to Date Comparison Annual
12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Revenues
182
12/31/2020 Adjusted YTD
Fund Account Description Budget Actual Variance % Actual Budget % Year to Date Comparison Annual
12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Revenues
227 6300 INTERGOVERNMENTAL 106,997 98,441 (8,556) 109% 103,732 196,882 54% 227 7100 USE OF MONEY AND PROPERTY (0) - 0 N/A (52) - N/A 227 7600 OPERATING TRANSFERS IN - 7,500 7,500 0% 1,553 15,000 0% SUPPLEMENTAL LAW ENFORCEMENT 106,997 105,941 (1,056) 101% 105,232 211,882 50% 231 6300 INTERGOVERNMENTAL 266,354 633,051 366,696 42% 274,809 1,266,101 21% 231 6400-6999 SERVICE CHARGES 296,067 336,516 40,448 88% 314,865 673,031 44% 231 7100 USE OF MONEY AND PROPERTY 97 948 850 10% 1,480 1,895 5% 231 7200 MISCELLANEOUS 200 - (200) N/A 345 - N/A
231 7600 OPERATING TRANSFERS IN - 250,000 250,000 0% - 500,000 0% STREET MAINTENANCE 562,719 1,220,514 657,795 46% 591,499 2,441,027 23% 232 6300 INTERGOVERNMENTAL 222,975 265,554 42,579 84% 204,215 531,107 42% 232 7100 USE OF MONEY AND PROPERTY 14 1,335 1,321 1% 1,536 2,669 1% RMRA STREET PROJECTS 222,989 266,888 43,899 84% 205,752 533,776 42% 233 6100 TAXES 90,218 130,801 40,582 69% 71,646 261,601 34% 233 6300 INTERGOVERNMENTAL - - - N/A - - N/A
233 7100 USE OF MONEY AND PROPERTY 57 2,000 1,943 3% - 4,000 1% 233 7600 OPERATING TRANSFERS IN - - - N/A 329,043 - N/A MEASURE W 90,275 132,801 42,526 68% 400,689 265,601 34% 234 6100 TAXES 363,225 365,445 2,220 99% 293,140 730,890 50% 234 6300 INTERGOVERNMENTAL 735,768 1,393,500 657,732 53% 69,638 2,787,000 26% 234 7100 USE OF MONEY AND PROPERTY 427 2,161 1,734 20% 2,444 4,321 10% 234 7200 MISCELLANEOUS 1,035,364 40,000 (995,364) 2588% 93,065 80,000 1294% 234 7600 OPERATING TRANSFERS IN - - - N/A 204,104 - N/A STREET IMPROVEMENT 2,134,785 1,801,106 (333,679) 119% 662,391 3,602,211 59% 237 6400-6999 SERVICE CHARGES - 842,048 842,048 0% - 1,684,095 0% 237 7100 USE OF MONEY AND PROPERTY - 2,000 2,000 0% - 4,000 0% TRAFFIC IMPACT - 844,048 844,048 0% - 1,688,095 0%
239 6400-6999 SERVICE CHARGES - 276,671 276,671 0% - 553,342 0% 239 7100 USE OF MONEY AND PROPERTY - 1,000 1,000 0% - 2,000 0% PUBLIC ART - 277,671 277,671 0% - 555,342 0%
275 6300 INTERGOVERNMENTAL - 155,000 155,000 0% - 310,000 0% 275 7100 USE OF MONEY AND PROPERTY 40,311 40,363 52 100% 236,371 80,726 50% 275 7200 MISCELLANEOUS - - - N/A 510 - N/A
275 7500 OTHER FINANCING SOURCES - 1,875,000 1,875,000 0% - 3,750,000 0% HOUSING SUCCESSOR 40,311 2,070,363 2,030,052 2% 236,881 4,140,726 1% 277 6400-6999 SERVICE CHARGES - 140,018 140,018 0% - 280,035 0% 277 7100 USE OF MONEY AND PROPERTY 34 953 919 4% 1,819 1,906 2% INCLUSIONARY HOUSING FUND 34 140,971 140,936 0% 1,819 281,941 0% 308 7100 USE OF MONEY AND PROPERTY 170 1,824 1,654 9% 2,387 3,647 5% 308 7200 MISCELLANEOUS - - - N/A 5,561 - N/A
GENERAL FACILITIES 170 1,824 1,654 9% 7,948 3,647 5%
310 6300 INTERGOVERNMENTAL - 606,667 606,667 0% - 1,213,334 0% 310 7100 USE OF MONEY AND PROPERTY 503 5,273 4,769 10% 6,613 10,545 5% INFRASTRUCTURE 503 611,940 611,436 0% 6,613 1,223,879 0% 312 7100 USE OF MONEY AND PROPERTY 76 689 612 11% 870 1,377 6% COMCAST 76 689 612 11% 870 1,377 6%
341 7100 USE OF MONEY AND PROPERTY 52 5,217 5,165 1% 8,809 10,433 0% 341 7200 MISCELLANEOUS - - - N/A 100 - N/A
341 7600 OPERATING TRANSFERS IN - 1,500,000 1,500,000 0% - 3,000,000 0% PLANNED PARK 52 1,505,217 1,505,165 0% 8,909 3,010,433 0% 342 6300 INTERGOVERNMENTAL - 97,285 97,285 0% - 194,570 0% 342 6400-6999 SERVICE CHARGES - 1,487,348 1,487,348 0% 16,937 2,974,696 0% 183
12/31/2020 Adjusted YTD
Fund Account Description Budget Actual Variance % Actual Budget % Year to Date Comparison Annual
12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Revenues
342 7100 USE OF MONEY AND PROPERTY 294 702 408 42% 873 1,403 21% 342 7200 MISCELLANEOUS - 5,000 5,000 0% - 10,000 0%
PARK IMPACT FEES 294 1,590,335 1,590,041 0% 17,810 3,180,669 0% 343 7100 USE OF MONEY AND PROPERTY 43 424 381 10% 541 847 5% OPEN SPACE 43 424 381 10% 541 847 5%
406 6100 TAXES 337,029 337,995 966 100% 337,995 675,991 50% 406 7100 USE OF MONEY AND PROPERTY (6) 375 381 -2% (68) 750 -1% LIBRARY BOND DEBT SERVICE 337,023 338,370 1,347 100% 337,927 676,741 50% 501 6400-6999 SERVICE CHARGES 7,035,619 7,145,541 109,921 98% 6,367,448 14,291,081 49% 501 7100 USE OF MONEY AND PROPERTY 7,823 60,572 52,748 13% 73,384 121,143 6% SEWER ENTERPRISE-OPERATIONS 7,043,443 7,206,112 162,670 98% 6,440,832 14,412,224 49% 503 6400-6999 SERVICE CHARGES - 1,250,000 1,250,000 0% 698,645 2,500,000 0% 503 7100 USE OF MONEY AND PROPERTY 10,974 22,513 11,539 49% (38,581) 45,025 24% SEWER ENTERPRISE-CAPITAL 10,974 1,272,513 1,261,539 1% 660,063 2,545,025 0% 184
12/31/2020 Adjusted YTD
Fund Account Description Budget Actual Variance % Actual Budget % Year to Date Comparison Annual
12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Revenues
505 6800 SERVICE CHARGES-SEWER - 275,000 275,000 0% 143,092 550,000 0% 505 7100 USE OF MONEY AND PROPERTY (676) - 676 N/A (8,869) - N/A SEWER ENTERPRISE-TREATMENT PLANT (676) 275,000 275,676 0% 134,222 550,000 0% 507 6400-6999 SERVICE CHARGES 1,571,339 1,592,895 21,555 99% 1,590,981 3,185,789 49% 507 7100 USE OF MONEY AND PROPERTY 1,519 23,533 22,014 6% 11,328 47,065 3% SEWER TREATMENT FACILITY 1,572,858 1,616,427 43,569 97% 1,602,309 3,232,854 49% 525 6400-6999 SERVICE CHARGES 440,987 502,700 61,713 88% 428,212 1,005,400 44% 525 7100 USE OF MONEY AND PROPERTY 272 17,390 17,118 2% 5,631 34,780 1% 525 7200 MISCELLANEOUS 54,094 - (54,094) N/A 78,894 - N/A 525 7600 OPERATING TRANSFERS IN - 601,500 601,500 0% 466,837 1,203,000 0% STORM DRAINAGE 495,353 1,121,590 626,237 44% 979,575 2,243,180 22% 530 6300 INTERGOVERNMENTAL 13,691 - (13,691) N/A - - N/A 530 6400-6999 SERVICE CHARGES 208,837 246,678 37,841 85% 201,536 493,356 42% 530 7100 USE OF MONEY AND PROPERTY 398 3,421 3,022 12% 4,271 6,841 6% SOLID WASTE 222,927 250,099 27,172 89% 205,807 500,197 45% 570 6400-6999 SERVICE CHARGES 360,410 378,407 17,997 95% 369,895 756,813 48% 570 7100 USE OF MONEY AND PROPERTY 273 2,214 1,940 12% 2,710 4,427 6% 570 7200 MISCELLANEOUS 14,125 7,063 (7,063) 200% - 14,125 100% WORKERS' COMPENSATION 374,808 387,683 12,874 97% 372,605 775,365 48% 571 6400-6999 SERVICE CHARGES 239,480 239,480 (0) 100% 542,700 478,959 50% 571 7100 USE OF MONEY AND PROPERTY 380 2,754 2,373 14% 3,263 5,507 7% 571 7200 MISCELLANEOUS (1,657,658) - 1,657,658 N/A (1,690,000) - N/A LIABILITY INSURANCE (1,417,798) 242,233 1,660,031 -585% (1,144,038) 484,466 -293% 572 6400-6999 SERVICE CHARGES 5,358 5,928 570 90% 5,140 11,856 45% 572 7100 USE OF MONEY AND PROPERTY 2 22 19 11% 26 43 6% 572 7600 OPERATING TRANSFERS IN - - - N/A 2,578 - N/A
SELF-FUNDED VISION 5,360 5,950 589 90% 7,744 11,899 45% 573 6400-6999 SERVICE CHARGES 2,537,387 2,537,388 0 100% 2,621,867 5,074,775 50% 573 7100 USE OF MONEY AND PROPERTY 1,064 6,410 5,346 17% 7,493 12,820 8% 573 7200 MISCELLANEOUS 1,652 - (1,652) N/A 1,161 - N/A
573 7500 OTHER FINANCING SOURCES 17,408 - (17,408) N/A 4,063 - N/A FLEET & EQUIPMENT MANAGEMENT 2,557,512 2,543,798 (13,714) 101% 2,634,584 5,087,595 50% 574 6400-6999 SERVICE CHARGES 742,705 742,706 0 100% 742,704 1,485,411 50% 574 7100 USE OF MONEY AND PROPERTY 78,921 98,808 19,886 80% 22,507 197,615 40% 574 7600 OPERATING TRANSFERS IN - 500,000 500,000 0% 143,770 1,000,000 0% FACILITIES MANAGEMENT 821,627 1,341,513 519,886 61% 908,982 2,683,026 31% 575 6400-6999 SERVICE CHARGES 687,538 726,215 38,677 95% 770,401 1,452,429 47% 575 7100 USE OF MONEY AND PROPERTY 278 2,692 2,413 10% 3,628 5,383 5% BENEFIT PREFUNDING 687,816 728,906 41,090 94% 774,029 1,457,812 47% 704 7100 USE OF MONEY AND PROPERTY 65 574 509 11% 720 1,148 6% SPECIAL ASSESSMENT DISTRICT 65 574 509 11% 720 1,148 6% TOTAL REVENUES $ 53,725,390 $ 40,187,110 $ 13,538,280 75% $ 39,288,292 $ 107,450,781 37% 185
12/31/2020 Adjusted YTD
Fund Division Description Budget Actual Variance % Actual Budget % 101 101 CITY COUNCIL 111,763 $ 124,893 $ (13,129) $ 112% 341,667 $ 223,527 $ 56% 101 102 CONTINGENCY 125,000 5,000 120,000 4% 250,000 2% 101 111 EXECUTIVE MANAGEMENT 691,203 461,241 229,961 67% 528,118 1,382,405 33% 101 114 CITY CLERK 124,714 129,892 (5,178) 104% 206,910 249,427 52% 101 121 CITY ATTORNEY 291,533 360,846 (69,314) 124% 417,860 583,065 62% 101 202 CITY CLERK-ELECTIONS 27,000 371 26,629 1% 1,374 54,000 1% 101 401 HUMAN RESOURCES 540,626 618,843 (78,218) 114% 551,093 1,081,251 57% 101 501 FINANCIAL OPERATIONS 749,509 633,742 115,767 85% 900,928 1,499,018 42% 101 502 FINANCIAL PLANNING & REPORTING 439,175 343,605 95,571 78% 406,000 878,351 39% 101 503 RISK MANAGEMENT 82,828 77,400 5,428 93% 114,599 165,656 47% 101 504 OPERATING TRANSFERS 1,507,500 1,507,500 0% 1,936,596 3,015,000 0% 101 600 LAW ENFORCEMENT ADMINISTRATION 1,274,957 1,074,563 200,393 84% 1,052,931 2,549,913 42% 101 601 CRIME CONTROL 4,439,954 4,857,357 (417,403) 109% 4,476,262 8,879,908 55% 101 602 TRAFFIC & COMMUNITY SAFETY 664,599 593,969 70,630 89% 686,510 1,329,198 45% 101 604 SUPPORT SERVICES 835,772 877,043 (41,272) 105% 814,719 1,671,543 52% 101 811 PARKS AND OPEN SPACES 1,013,690 1,090,233 (76,543) 108% 1,163,195 2,027,379 54% GENERAL FUND 12,919,821 11,248,998 1,670,823 87% 13,598,762 25,839,642 44% 102 730 IMPROVEMENT PROJECTS 2,055,000 736,429 1,318,571 36% 243,540 4,110,000 18% MEASURE I 2,055,000 736,429 1,318,571 36% 243,540 4,110,000 18% 205 820 RECREATION PROGRAMS 534,698 570,572 (35,875) 107% 534,044 1,069,395 53% 205 822 COMMUNITY LEARNING CENTER 513,693 600,118 (86,425) 117% 484,723 1,027,387 58% 205 823 SENIOR SERVICES 288,154 277,273 10,882 96% 255,947 576,309 48% RECREATION 1,336,545 1,447,963 (111,418) 108% 1,274,713 2,673,091 54% 206 801 FACILITIES MANAGEMENT 223,715 183,633 40,082 82% 171,412 447,430 41% LIBRARY MAINTENANCE/OPERATION 223,715 183,633 40,082 82% 171,412 447,430 41% 207 812 ATHLETIC FIELD MAINTENANCE 50,000 35,272 14,728 71% 17,310 100,000 35% ATHLETIC FIELD MAINTENANCE 50,000 35,272 14,728 71% 17,310 100,000 35% 208 811 PARKS AND OPEN SPACES 36,995 22,498 14,497 61% 30,385 73,990 30% CITY TREES 36,995 22,498 14,497 61% 30,385 73,990 30%
210 780 PUBLIC WORKS DEVELOPMENT 911,253 765,875 145,378 84% 497,103 1,822,506 42% 210 904 PERMIT CENTER 809,501 821,680 (12,179) 102% 714,520 1,619,002 51% 210 905 DEVELOPMENT REVIEW 944,089 909,114 34,975 96% 759,337 1,888,178 48% DEVELOPMENT SERVICES 2,664,843 2,496,669 168,174 94% 1,970,960 5,329,685 47% 212 906 GENERAL PLAN MAINTENANCE 85,000 85,000 0% 53,233 170,000 0% 212 504 OPERATING TRANSFERS 100,000 100,000 0% 200,000 0% GENERAL PLAN MAINTENANCE 185,000 - 185,000 0% 53,233 370,000 0% 223 115 FIRE SERVICES 4,877,119 7,009,276 (2,132,158) 144% 6,315,487 9,754,237 72% 223 118 BSCFD LEGACY COSTS 847,129 1,673,184 (826,056) 198% 1,654,708 1,694,257 99% 223 119 BFD LEGACY COSTS 55,620 130,888 (75,268) 235% 135,857 111,239 118% BELMONT FIRE PROTECTION DISTRICT 5,779,867 8,813,348 (3,033,482) 152% 8,106,052 11,559,733 76% 225 601 CRIME CONTROL 2,500 1,223 1,277 49% 5,000 24%
PUBLIC SAFETY GRANTS 2,500 1,223 1,277 49% - 5,000 24%
12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Expenditures
Year to Date Comparison Annual
186
12/31/2020 Adjusted YTD
Fund Division Description Budget Actual Variance % Actual Budget % 12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Expenditures
Year to Date Comparison Annual
227 601 CRIME CONTROL 105,495 143,918 (38,423) 136% 109,362 210,989 68% SUPPLEMENTAL LAW ENFORCEMENT 105,495 143,918 (38,423) 136% 109,362 210,989 68% 231 701 PLANNING & PROJECT MANAGEMENT 310,628 283,027 27,601 91% 315,522 621,257 46% 231 750 STREET MAINTENANCE 532,779 507,982 24,798 95% 489,685 1,065,559 48% 231 751 TRAFFIC/ELECTRICAL OPERATIONS 335,257 254,946 80,311 76% 331,669 670,514 38% STREET MAINTENANCE 1,178,665 1,045,954 132,710 89% 1,136,876 2,357,329 44% 232 730 IMPROVEMENT PROJECTS 887,500 617,861 269,639 70% 13,958 1,775,000 35% RMRA STREET PROJECTS 887,500 617,861 269,639 70% 13,958 1,775,000 35% 233 730 IMPROVEMENT PROJECTS 300,000 300,000 0% 600,000 0% MEASURE W 300,000 - 300,000 0% - 600,000 0%
234 730 IMPROVEMENT PROJECTS 2,308,589 1,520,811 787,778 66% 188,658 4,617,177 33% 234 504 OPERATING TRANSFERS - - N/A 329,043 N/A
STREET IMPROVEMENT 2,308,589 1,520,811 787,778 66% 517,701 4,617,177 33% 275 902 HOUSING 278,421 240,806 37,616 86% 81,711 556,843 43% HOUSING SUCCESSOR 278,421 240,806 37,616 86% 81,711 556,843 43% 277 902 HOUSING - - N/A 1,000,000 N/A
INCLUSIONARY HOUSING FUND - - - N/A 1,000,000 - N/A
308 802 GENERAL FACILITIES IMPROVEMENT 224,038 84,552 139,486 38% 104,007 448,076 19% GENERAL FACILITIES 224,038 84,552 139,486 38% 104,007 448,076 19% 310 760 EMERGENCY REPAIR 1,007,500 180,025 827,475 18% 738 2,015,000 9% 310 504 OPERATING TRANSFERS - - N/A N/A
INFRASTRUCTURE 1,007,500 180,025 827,475 18% 738 2,015,000 9% 312 303 COMCAST PEG PROGRAM 60,000 60,000 0% 11,041 120,000 0% COMCAST 60,000 - 60,000 0% 11,041 120,000 0%
341 810 PARK IMPROVEMENT PROJECTS 479,377 424,131 55,246 88% 3,553,082 958,754 44% PLANNED PARK 479,377 424,131 55,246 88% 3,553,082 958,754 44% 342 810 PARK IMPROVEMENT PROJECTS 125,000 125,000 0% 250,000 0% 342 504 OPERATING TRANSFERS 1,500,000 1,500,000 0% 3,000,000 0% PARK IMPACT 1,625,000 - 1,625,000 0% - 3,250,000 0%
343 810 PARK IMPROVEMENT PROJECTS 35,233 7,227 28,005 21% 15,867 70,465 10% OPEN SPACE 35,233 7,227 28,005 21% 15,867 70,465 10%
406 502 FINANCIAL PLANNING & REPORTING 342,221 516,666 (174,445) 151% 507,376 684,441 75% LIBRARY BOND DEBT SERVICE 342,221 516,666 (174,445) 151% 507,376 684,441 75% 501 701 PLANNING & PROJECT MANAGEMENT 459,133 461,387 (2,255) 100% 530,137 918,266 50% 501 710 SEWER UTILITY 2,966,173 2,868,735 97,438 97% 2,945,934 5,932,346 48% SEWER ENTERPRISE - OPERATIONS 3,425,306 3,330,122 95,184 97% 3,476,071 6,850,611 49% 503 730 IMPROVEMENT PROJECTS 5,169,365 1,257,149 3,912,217 24% 4,249,784 10,338,730 12% 503 504 OPERATING TRANSFERS 351,500 351,500 0% 255,000 703,000 0% SEWER ENTERPRISE - CAPITAL 5,520,865 1,257,149 4,263,717 23% 4,504,784 11,041,730 11% 507 730 IMPROVEMENT PROJECTS 2,706,789 2,535,478 171,311 94% 3,069,039 5,413,577 47% SEWER TREATMENT FACILITY 2,706,789 2,535,478 171,311 94% 3,069,039 5,413,577 47% 187
12/31/2020 Adjusted YTD
Fund Division Description Budget Actual Variance % Actual Budget % 12/31/2021

CITY OF BELMONT
Statement of Revenues and Expenditures
Budget Variance Report
December 31, 2021
Expenditures
Year to Date Comparison Annual
525 701 PLANNING & PROJECT MANAGEMENT 165,987 102,098 63,889 62% 117,781 331,974 31% 525 720 DRAINAGE/WATER POLLUTION CNTRL 845,952 830,920 15,031 98% 820,933 1,691,903 49% 525 730 IMPROVEMENT PROJECTS 356,094 74,166 281,928 21% 123,216 712,187 10% STORM DRAINAGE 1,368,032 1,007,184 360,848 74% 1,061,930 2,736,065 37% 530 770 SOLID WASTE MANAGEMENT 146,192 143,955 2,237 98% 152,762 292,385 49% 530 813 LITTER CONTROL 100,785 79,124 21,661 79% 55,992 201,570 39% SOLID WASTE 246,977 223,079 23,898 90% 208,754 493,954 45% 570 503 RISK MANAGEMENT 328,738 551,418 (222,681) 168% 520,721 657,475 84% WORKERS' COMPENSATION 328,738 551,418 (222,681) 168% 520,721 657,475 84% 571 503 RISK MANAGEMENT 796,564 494,659 301,905 62% 449,792 1,593,128 31% LIABILITY INSURANCE 796,564 494,659 301,905 62% 449,792 1,593,128 31% 572 503 RISK MANAGEMENT 6,595 (4,006) 10,600 -61% (2,808) 13,189 -30% SELF-FUNDED VISION 6,595 (4,006) 10,600 -61% (2,808) 13,189 -30% 573 301 INFORMATION TECHNOLOGY 1,143,857 1,180,207 (36,350) 103% 1,100,977 2,287,714 52% 573 302 IT CAPITAL 287,086 216,356 70,729 75% 287,374 574,171 38% 573 740 FLEET MANAGEMENT 690,587 508,505 182,081 74% 637,707 1,381,174 37% 573 504 OPERATING TRANSFERS 500,000 500,000 0% 1,000,000 0% FLEET & EQUIPMENT MANAGEMENT 2,621,530 1,905,069 716,461 73% 2,026,058 5,243,059 36% 574 801 FACILITIES MANAGEMENT 721,096 776,739 (55,643) 108% 685,839 1,442,192 54% 574 803 RECREATIONAL FACILITIES 326,067 300,221 25,846 92% 243,722 652,134 46% FACILITIES MANAGEMENT 1,047,163 1,076,960 (29,797) 103% 929,561 2,094,326 51% 575 503 RISK MANAGEMENT 745,730 970,292 (224,562) 130% 1,186,237 1,491,459 65% BENEFIT PREFUNDING 745,730 970,292 (224,562) 130% 1,186,237 1,491,459 65% TOTAL EXPENDITURES $ 50,975,610 $ 43,115,387 $ 9,785,223 85% $ 49,948,226 $ 105,801,219 41% 188
Fiscal Year 2022 Budget
Mid-Year Review
February 8, 2022
189
2 EXECUTIVE SUMMARY

FINANCIAL RESULTS

FISCAL SUSTAINABILITY

FINANCIAL OUTLOOK

RECOMMENDATION
190

EXECUTIVE SUMMARY
2/8/2022 FY 2022 Mid-Year Budget Review 3
One-time ARPA funding received
Impacts to key revenues continue
Property tax mitigation strategies in place & on target Take action to maintain City service levels
Resolutions requested from Council
191

FINANCIAL RESULTS
192 4

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 5

GENERAL FUND
12/31 Fund Balance
• Up $2.6M over
last year
• Includes $3.2M ARPA
Revenues
• 8% over YTD budget
including ARPA
Local Economy
• Leading indicators
mixed
Expenditures
• 99% YTD budget
193

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 6

YEAR-TO-DATE RESULTS AS OF
DECEMBER 31, 2021 (IN MILLIONS)
Revenues Expenditures Fund Balance
Rev. ARPA 2021 2020
General Fund (Excluding Measure I) $11.1 $3.2 $12.7* $14.9 $12.1 Belmont Fire Protection District 6.2 8.8 12.8 12.0
Development Services 2.1 2.5 - 0.6
Recreation 0.6 1.4 (0.8) (0.4)
Storm Drain 0.5 1.0 3.1 4.4
*Includes 50% of budgeted operating transfers anticipated at year-end 194

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 7

PROPERTY TAX (IN MILLIONS)
$-
$2
$4
$6
$8
$10
$12
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Actuals
Estimate
Budgeted
Revenues Down
195

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 8
SALES TAX (1% BRADLEY BURNS)

IN MILLIONS
$-
$1
$2
$3
$4
$5
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Actuals
Budgeted
Trend
Estimate
*Excludes Measure I ½-Cent Tax
196

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 9

SALES TAX (MEASURE I) IN MILLIONS
$-
$1
$2
$3
2017 2018 2019 2020 2021 2022
Actuals
Estimate
Budgeted
Measure I
Started April
2017
197

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 10

HOTEL ROOM TAX (IN MILLIONS)
$0
$1
$2
$3
$4
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Actuals
Budgeted
Estimate
Revenues Down
198

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 11

GENERAL FUND EXPENDITURE
(IN MILLIONS)
Category FY 2022
Budget 12/31/21 % of Total
Personnel $16.0 $6.4* 40%
Services &
Supplies $3.1 1.3 41%
Admin &
Other $3.7 1.8 50%
General FundSupported Transfers
• Recreation Fund
$1M
• Development Services Fund
$1M
• Street Maintenance Fund
$0.5M
• Storm Drainage Fund
$0.5M *Reflects benefit correction made in subsequent period. 199

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 12

CURRENT OPERATIONS
Permanent Staffing Plan
Adopted FTE 136.30
Funded FTE 133.30
Vacancies 18.00
% Reduction from
Funded Baseline 14%
200

FINANCIAL RESULTS
2/8/2022 FY 2022 Mid-Year Budget Review 13

CAPITAL IMPROVEMENT PLAN
50%
44%
3% 2% 1%
Streets Sewer
Technology Recreational Facilities
Parks & Open Space
Streets Projects Completed FY 2022
• 2021 Slurry Seal Pavement
• 2020 Street Reconstruction
Sewer Treatment
• Significant ongoing
contributions to SVCW for
RESCU program
201

FISCAL SUSTAINABILITY
14202

FISCAL SUSTAINABILITY
2/8/2022 FY 2022 Mid-Year Budget Review 15
COVID-19 UPDATE
FEMA Reimbursement
$160K submitted; $60K
ineligible
Lengthy approval process
Ongoing PPE/sanitation costs
may not be reimbursed
ARPA Funding
Based on population
One-time, $6.4M allocation
First half received in FY 2022
203

FISCAL SUSTAINABILITY
2/8/2022 FY 2022 Mid-Year Budget Review 16

MONEY TAKEN BY SACRAMENTO
Residual
RDA
• $700K/yr General Fund
• $900K/yr Fire District
• Retroactive Application
VLF
Shortfall
• $1.5M General Fund FY 2021
• Grows to >$4M 6-7 years out
$2.2M
General
Fund/Year
$0.9M
BFPD/
Year
204

FISCAL SUSTAINABILITY
2/8/2022 FY 2022 Mid-Year Budget Review 17

SUCCESSOR AGENCY

BOND DEFEASANCE
Bond Defeasance Action Completed January 2022
Cash Reconciliation (Mid-Year Budget Request)
Oversight Board Approves Dissolution Request
State Dept. of Finance Approves Dissolution
Final Dissolution by June 2022
205

FISCAL SUSTAINABILITY
2/8/2022 FY 2022 Mid-Year Budget Review 18

PROPERY TAX IN-LIEU OF VLF
City Manager’s
group working in
conjunction with
the County
Backfill of FY
2021 shortfall
in Governor’s
proposed FY
2023 Budget
Trailer bill
language to
institute
permanent fix
206

FINANCIAL OUTLOOK
19207
$0
$2
$4
$6
$8
$10
$12
$14
$16
$18
FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031

FINANCIAL OUTLOOK

FUND BALANCE IMPACT
(IN MILLIONS)
2/8/2022 FY 2022 Mid-Year Budget Review 20
One-Time ARPA Funding
Minimum
33% Target
208

FINANCIAL OUTLOOK

FUND BALANCE PROJECTIONS
(IN MILLIONS)
2/8/2022 FY 2022 Mid-Year Budget Review 21
$22
$24
$26
$28
$30
$32
$34
$36
FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 FY 2030 FY 2031

REVENUES EXPENDITURES
209

RECOMMENDATION
22210

RECOMMENDATION
FY 2022 MID-YEAR

BUDGET RESOLUTIONS
2/8/2022 FY 2022 Mid-Year Budget Review 23
• Community Development staffing (+1 FTE)
• Increasing development activity
• Targeted scope fee study
• Successor Agency dissolution reconciliation
• Address actions previously approved by Council, variances based on YTD estimates
211

RECOMMENDATION

NEXT STEPS
2/8/2022 FY 2022 Mid-Year Budget Review 24
Continue community
engagement to identify
community service priorities
& explore targeted, locallycontrolled revenue sources
FY 2023 Budget directive will
reflect ongoing efforts to
address financial sustainability
efforts & City Council’s
Strategic Focus Areas
212
2/8/2022 FY 2022 Mid-Year Budget Review 25213

Reach Energy Code Update

STAFF REPORT
Meeting Date: February 8, 2022
Agency: City of Belmont
Staff Contact: Carlos de Melo, Community Development Director, (650) 595-7440, [email protected]
Agenda Title: Energy Reach/EV Infrastructure Code Update Agenda Action: Discussion & Direction
Recommendation

1. Receive update regarding Energy Reach & EV Infrastructure Codes and provide feedback.

2. Consider options and provide direction for development of a Reach Code Ordinance.

Strategic Focus Area
Quality of Life
Background
Every three years, the State of California adopts new building standards that are organized in Title 24 of the California Code of Regulations, referred to as the California Building Standards Code (CBSC). This regular update is referred to as a “code cycle.” The current code cycle was adopted in 2019 and became effective on January 1, 2020. Cities and counties can adopt reach codes that require items that are above the minimum state code requirements. However, these reach codes must be filed with the State.

Belmont briefly reviewed the Energy Reach Code concept in conjunction with the CBSC Adoption process in December 2019, in conjunction with a Climate Action Plan (CAP) update in March 2021, and via an update in October 2021. During these reviews, questions centered on cost-comparisons for AllElectric vs Natural Gas construction, exceptions based on construction type, and reliability of the PG&E power grid.

Cost-effectiveness metrics have become more favorable towards all-electric construction (when compared to natural gas). Council is requested to review aspects of Model Energy Reach & EV Infrastructure codes and facilitate discussion/direction on the path to future adoption.

Analysis
Building Electrification
In August 2021, the California Energy Commission (CEC) adopted the 2022 Building Energy Efficiency Standards (”2022 Energy Code”). The 2022 Energy Code was also considered by the California Building Standards Commission (CBSC) in December 2021. The proposed 2022 Energy Code, which is slated to go into effect on January 1, 2023, includes a few key changes from the 2019 Energy Code. This includes promoting usage of electric heat pump technology, establishing electric-ready requirements for buildings when natural gas is installed, updating requirements for solar photovoltaic (PV) system and battery storage standards, and bolstering ventilation standards. Provisions for multifamily buildings include a compliance 214

Reach Energy Code Update
pathway for central heat pump water heating and prescriptive heat pump requirements for multifamily HVAC systems in dwelling units. Single-family dwelling requirements include a new prescriptive baseline based on either a space heating heat pump or heat pump water heater. Nonresidential buildings will be required to add efficiency measures if not meeting prescriptive requirements such as heat pump space heating.

Funded by the California investor-owned utilities (IOUs), the California Statewide Codes and Standards Program (Statewide Program) led the development of a cost-effectiveness studies for Energy Code reach codes that examined different performance-based approaches for new construction of specific building types. The Statewide Program’s analysis estimated cost-effectiveness of several building prototypes including one-story and two-story single-family homes, a two-story and five-story multifamily building, a three-story office building, a one-story retail building, and a four-story hotel. The single-family homes, multifamily homes, and office building prototypes are directly applicable to current Belmont development. Similar studies examining the cost effectiveness of electrification have been performed by multiple consultants as well as California Energy Commission staff, as referenced later in this report.

The City has seen a dramatic increase in multi-family residential activity within the last two years (over 490 units currently under construction), In addition, over 435 multi-family units (spread over 6 different projects) are currently in the review pipeline. The City also anticipates enhanced commercial development activity in the form of proposed Biotech/Life Sciences office uses in key redevelopment areas of the community - Island Parkway, Shoreway Road, and the Unincorporated Harbor Industrial Area (HIA) - over the next several years.

Building appliance electrification options in California can generally be broken into three categories:
• All-Electric Municipal Code: No gas hookup allowed (via municipal ordinance). This code is the most effective, avoids the triennial building code cycle, and is flexible in that a City may choose to include time-certain or existing building policies.
• All-Electric Building Code Amendment: Appliances must be electric has many of the same benefits as the Municipal Code option, except that it must be re-adopted with every triennial building code cycle.
• All-Electric-Preferred Building Code Amendment: Allows mixed-fuel buildings with high energy performance, requiring additional energy efficiency measures, battery storage, and/or pre-wiring for buildings to be electric-ready. In many ways, the 2022 California Energy Code is already electric-preferred.

Electric Vehicle Charging Infrastructure
Electric Vehicle (EV) charging requirements in California can generally be broken into three categories:
• EV Charging Installed: All supply equipment is installed at a parking space, such that an EV can charge without additional equipment.
• EV Ready: Parking space is provided with all power supply and associated outlet, such that a charging station can be plugged in and a vehicle can charge. • EV Capable: Conduit is installed to parking space, and building electrical system has ample capacity to serve future load. An electrician would be required to complete the circuit before charging is possible.
215

Reach Energy Code Update
EV charging capacity and speed can be summarized as three categories:
• Level 1: Capable of charging at 120V, 20A. This is an equivalent to a standard home outlet. • Level 2: Capable of charging at 240V, 30-40A. This is the service capacity typically used for larger appliance loads in homes.
• Level 3 (DC Fast Charging): Capable of charging at 20-400kW. This is the type of charger used for Tesla Superchargers and DC Fast Chargers at some supermarkets.

The 2022 California Green Building Code Update (Title 24, Part 11) increases requirements for electric vehicle charging infrastructure in new construction; including:
• New one- and two-family dwellings and townhouses with attached private garages: must be Level 2 EV-capable.
• Multi-family dwellings: 10% of parking spaces must be Level 2 EV Capable, 25% of parking spaces must be low-power Level 2 EV Ready, and 5% must be Level 2 EV Charging Installed. • Non-residential: 15% of parking spaces must be Level 2 EV-capable, and 5% must be Level 2 EV Charging Installed.

Discussion
Building Appliance Electrification
Several cities, including the cities of Berkeley, Morgan Hill, and San Jose, have adopted (and are continuing to adopt) ordinances known as all-electric municipal code or natural gas prohibitions, that are more aggressive than the all-electric and electric-preferred building reach codes. These natural gas bans eliminate the use of natural gas infrastructure and result in significant decreases in greenhouse gas emissions.

The all-electric required model requires specific end-uses to install electric appliances, with exceptions.

For multiple reasons including health, safety, economics, and environmental benefits, there is considerable interest in mandating all-electric new construction, or “building electrification,” which means that the buildings would not have any fossil fuel services. All-electric buildings have electric appliances for space heating, water heating, clothes-drying, and cooking. The interest in building electrification stems from the fact that Peninsula Clean Energy is providing 100% carbon-free electricity and eliminating the use of natural gas can greatly reduce greenhouse gas emissions from the building sector.

The all-electric preferred approach encourages electrification by giving builders the choice of two options:
- achieving a higher energy efficiency level than the Energy Code using mixed fuels (natural gas and electricity); or
- building an all-electric building at the minimum efficiency as required in the Energy Code. The Statewide Program’s study analyzed this approach.

The all-electric preferred model requires buildings to perform at a higher level when natural gas is installed to any end-use. Out of the three models, this model allows building designers and developers the greatest flexibility in building design. However, the allowance of gas infrastructure limits cost savings and greenhouse gas emissions savings that can be gained from this option. 216

Reach Energy Code Update
Electric Vehicle Charging Infrastructure
Interest has increased dramatically in electric vehicles. The number of registered plug-in vehicles in San Mateo County increased by 36% in 2018. By comparison, registrations for vehicles powered by fossil fuels grew by only 2% that year. It is widely known that availability of EV charging infrastructure is a critical component to EV adoption. Meanwhile, it is significantly more expensive to install charging infrastructure as a retrofit than it is during new construction. As such, ensuring that newly constructed residential and non-residential parking has ample EV charging capability will reduce long-term costs of EV infrastructure installation, while helping to increase EV adoption and decrease transportation-related greenhouse gas emissions. While California’s new minimum requirements are a step forward, it is unlikely that the requirements for multi-family dwellings and non-residential buildings are enough to keep pace with expected EV growth looking towards 2030. The Peninsula Clean Energy team reviewed approaches to increase the amount of EV infrastructure in new construction buildings, while keeping construction costs as low as possible.

Community Engagement
As part of the Council’s 10/12/21 update, staff shared the results of a community-wide survey (August through September 2021) regarding perspectives on Reach Code impacts to residents, businesses, and developers. Via Council concurrence at that meeting (and since that time), staff also reached out to Biotech/Life Sciences stakeholders/pending developers – two of which responded with position memos regarding Energy Reach Codes – See Attachment A.

Common Concerns (Community and Council)
A number of concerns (and requests for additional information) have typically arisen from communities, city councils, and other stakeholders when considering a reach code. Responses to common reach code concerns are listed below:
• Electricity grid costs and reliability: It is true that distribution grid upgrades can sometimes be expensive, but these costs are offset by savings gained through all-electric construction. Public Safety Power Shut-offs are a concern; however, gas appliances and infrastructure do not promote resilience, as most gas appliances also require electricity to ignite. Furthermore, the gas grid takes longer to reactive than the electric grid when natural disasters such as wildfires or earthquakes do occur.
• Technical challenges with installing central heat pump water heaters: This will be alleviated with more contractor trainings and the CPUC funded BUILD and TECH programs. Belmont can consider exemptions for entitled projects to help address this issue. • Effectiveness of heat pumps: Heat pumps are over 300% efficient in Belmont’s climate, compared to 90% for gas or electric resistance alternatives, and are used effectively even in much colder climates as the Pacific Northwest and New England regions. The majority of homes built in the U.S. are already all-electric, with heat pumps representing a significant portion of new installations.
• Whether electricity is clean: PCE base service is 100% carbon neutral today and targets 100% renewable “round the clock” by 2025.
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Reach Energy Code Update
3/23/21 Council Questions/Requests for Additional Information/Exceptions for Consideration • Outline the availability of electric equipment: Most technologies for all-electric retrofits are currently available. For example, heat pump water heaters are commonly available at Home Depot, and induction appliances are among the highest rated by Consumer Reports. • Hire credible consultant to analyze a typical 2,000 sf home and run it through several simulation programs under five different scenarios – outlined below: With some exceptions (noted below), this action has been completed twice as part of the Statewide Utility Codes and Standards program adoptions. The size of home used in these studies is 2,400 ft2 :
o See link to the first study by Frontier (https://peninsulareachcodes.org/wpcontent/uploads/2019/09/2019-Res-NC-Reach-Codes.pdf) using federal minimum efficiency equipment, and
o Link to the second study by E3 (https://www.ethree.com/wpcontent/uploads/2019/04/E3_Residential_Building_Electrification_in_California_April_2 019.pdf), the results of which were used in this Cost Infographic (https://peninsulareachcodes.org/wp-content/uploads/2019/10/Electrification-Cost-StoryInfographic_v8.1.pdf). o

1. All gas - Using real world examples with Belmont temperatures and actual utility prices.

Included in both studies noted above.

2. All electric - Except for gas for space or water heating. No gas cooking; no gas clothes dryer. Appliance results are disaggregated in the E3 study noted above.

3. All electric - But, using electric resistance for space heating. Excluded. This analysis may not be necessary as you typically cannot install resistance for space heating in CA unless you are building an extremely efficient envelope.

4. All electric-using heat pumps. Included in both studies.

5. All electric-using solar. Included in the Frontier study.

Provide analysis of all above scenarios in current day-Belmont terms: Analysis performed in Climate Zone 3 using PG&E utility rates. All-electric is cost effective due to the upfront cost savings, and can provide on-bill cost savings if you use these cost savings to install extra solar. • Ordinance should also include exceptions. (i.e. pharmaceuticals/medical labs that must use flame; restaurant and hotel banquet kitchens that use certain type of cooking; Commercial building where it is infeasible or economically unjustifiable.) The model Reach Code ordinance allows for these types of exceptions.
10/12/21 Council Questions/Requests for Additional Information/Exceptions for Consideration • Council requested feedback regarding including single family homes (new or substantial remodel) as being subject to Reach Codes. The City’s Technical Advisory Team offers a definition for a substantial remodel - in short it is when you are replacing more the 50% of the foundation or the above-sill framing. Several cities have adopted this language; a specific definition can be crafted if a clear new construction definition can be a supplement to one Belmont already uses. 218

Reach Energy Code Update
• In 2022, multifamily and nonresidential buildings will be required to have solar PV and battery via the state code adoption (and implementation on 1/1/23). As such, there is less impetus to have this as a reach code measure at this time. There may be an opportunity to go beyond these requirements, though cost effectiveness is pending.
• For the 2022 EV reach codes which will also be included as part of the state code adoption (and implementation on 1/1/23), technical advisory staff is fine tuning the code language and percentages, but they will remain at a 100% access requirement for Multi-Family Residential buildings.
• The Council indicated a desire to potentially establish Level 3 charging in Retail buildings. The City’s technical advisory staff can provide further information on the tradeoffs on this approach. • The Council also inquired about the need to potentially exempt Biotech/Life Sciences and Restaurant uses. Also refer to the initial outreach received from Biotech/Life Sciences user group – Attachment A.
o Regarding Biosciences
 Electrification is technically feasible, as indicated in a recent journal article and cost-effectiveness study for the University of California system.  Major bioscience developers, including Merck and Genentech, have committed to electrification goals.
 Operational costs favoring today’s use of fossil gas will change over time. A November 2021 CPUC Staff Proposal recommends the elimination of gas line extension allowances, refunds, and discounts for new customers, which will impact gas utility rates.
o For commercial kitchens, the big impediment is that there is not heat pump ovens, which hurts cost effectiveness.
• The Council also indicated seeking some nuanced Reach Code exceptions and used central water heating as an example of a technical challenge. Below are a few design resources indicating why central water heating is a surmountable challenge:
o Building Decarbonization Practice Guide – for practitioners and includes central water heating discussion in section 2.6.2
o Ecosizer – a design resource for engineers and energy consultants o Building Electrification Technology Roadmap – covers the technical capabilities of a variety of end-uses
• The Council also indicated they would like to see a ‘neutral’ report on electrification. There are several studies developed for the California Energy Commission staff and their consultants on this topic:
o Deep Decarbonization in a High Renewables Future – Identifies electrification as o The Challenge of Retail Gas in California’s Low Carbon Future o Building Decarbonization Assessment (AB3232)
Building Appliance Electrification Reach Codes
Staff have worked with PCE/SVCE’s consultants to interpret the previous study results and infer what options may or may not be cost-effective for the building types that are prevalent in Belmont but were not analyzed by the team. Peninsula Clean Energy and Silicon Valley Clean Energy have also provided consultant support to assist cities in understanding the cost-effectiveness study results and adopting reach 219

Reach Energy Code Update
codes. Current reach codes (under consideration) meet the requirements of the CEC for cost-effectiveness and are also a cost-effective approach for constituents, contractors, and developers pursuing new construction within city limits. In addition, the results of the analysis show that all-electric buildings are typically less expensive to construct.

Recommended reach code requirements for newly constructed buildings are:
• Require new multifamily and commercial buildings to be all-electric with limited exceptions. This could be considered via the municipal code (as an amendment to the building code). • Require all exempted appliances have electrical pre-wiring to accommodate a future electric appliance.
• Consider extending the Reach Code requirement to all new Single Family Dwellings (SFD).

Provide policy direction on applicability to substantial SFD remodels (i.e. when replacement of more than 50% of the foundation or the above-sill framing occurs).

Electric Vehicle Charging Infrastructure Reach Codes
Unlike amendments to the Energy Code, a cost-effectiveness study is not required for amendments to Title 24, Part 11, or the Green Building Code “CALGreen” which covers items such as electric vehicle (EV) charging infrastructure. However, to evaluate the financial impact on first costs, PCE/SVCE commissioned an analysis of the total cost of implementing various EV infrastructure measures. Staff has consulted with Peninsula Clean Energy, Silicon Valley Clean Energy, and the Statewide Program’s team to understand and potentially establish new construction EV requirements which are more in-line with local EV adoption trends, while providing flexibility for the builder and keeping construction costs as low as possible. Recommended requirements for EV infrastructure are:

Residential
• Single Family:
o 1 Level 2 EV Ready
o 1 Level 1 EV Ready
• Multi-Unit Dwelling:
o 40% of the units, a single Level 2 EV Charging Installed o 60% of the units, a single Level 1 EV Ready;
Exceptions could include:
• buildings without parking,
• buildings with entitlement permits,
• documented high costs for providing utility service, and lower levels of charging infrastructure for 100% affordable housing projects.

Non-Residential Office
• 20% of the parking spaces, Level 2 EV Charging Installed • 30% of the parking spaces Level 2 EV Capable
Non-Residential, Non-Office
• 10% of the parking spaces, Level 2 EV Charging Installed 220

Reach Energy Code Update
• 10% of the parking spaces, Level 2 EV Capable
• For parking lots with over 100 spaces, first hundred spaces must adhere to Level 1 & Level 2 requirements, with option to substitute 80kW DC fast charger for subsequent sets of 100 spaces.

The use of Automated Load Management Systems (ALMS) is encouraged. ALMS curtail charging speeds during rare instances of building-wide simultaneous EV charging demand, mitigating electrical infrastructure costs such as utility service connections and transformer sizing.

Ordinance Language
Ordinances can be drafted in accordance with City Council’s recommendations.

Environmental Assessment
In accordance with CEQA Guidelines section 15378(b)(5), action on this item is not a project subject to CEQA because policy direction is an administrative action that will not result in a physical change to the environment.

Alternatives

1. Direct staff to revise or remove specific local amendments germane to a Reach Code Ordinance.

2. Request staff to bring back additional information for further consideration.

3. Provide feedback for consideration of Model Energy Reach Codes consistent with review/adoption of the 2022 California Building Standards Code (CSBC) – and effectiveness on 1/1/23.

4. Take no action.

Attachments
A. Biotech/Life Sciences Stakeholder Position Memos
Fiscal Impact
☒ No Fiscal Impact
☐ Funding Source Confirmed:

Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
*1) Community survey conducted in August & September 2021 to solicit public feedback regarding Energy Reach Code topics; 2) Receipt of Biotech/Life Sciences stakeholder position memos. 221
January 20, 2022

ATTACHMENT A
City of Belmont
Community Development Department
Attn: Carlos de Melo, Community Development Director
1 Twin Pines Lane
Belmont, CA 94002
Re: Feasibility of an All-Electric Life Science Laboratory Building
Dear Mr. Carlos de Melo,
Thank you for the opportunity to provide input regarding the feasibility of an all-electric life science laboratory building development in the City of Belmont. The project team is familiar with California’s electrification goals (California Senate 2018-SB-100) which requires the use alternate fuel sources for all new construction. As you may know, many Bay Area jurisdictions, including San Mateo County, have amended the California Energy Code to provide an exception for Laboratory Areas (section 9200) to allow the use of Non-Electric Space Conditioning System. These exceptions accommodate the higher operational cost reality under which life science laboratory buildings operate due to the significantly higher exhaust air exchanges necessary to operate safely for the health and wellbeing of the occupants.

Since our December 8th call, we’ve worked with our team to evaluate the first cost, operating costs, and sustainability of an all-electric and hybrid electric/gas approach. Our initial findings are as follows:
• Typical hybrid electric/gas laboratory building will beat the Title 24 minimum code requirements by an average of 4.5%.
• There is not currently available Title 24 compliant software to evaluate the all-electric option.

Without compliant software the all-electric building will fail the T24 evaluation. While this constraint will need to be worked out to roll-out the 2023 Title 24 update, we’ve been told that the compliance evaluation software is not available for projects today. • Hybrid electric/gas laboratory buildings better the national energy performance standard, ASHRAE 90.1, by an average of 8%
• A hybrid life science laboratory building better aligns with the energy performance goals of the United States Green Building Council (USGBC) LEED Gold standard already required by the City of Belmont
• The hybrid electric/gas laboratory building will have a significant energy cost savings due to the lower kBTU/SF energy cost of gas over electricity. By some estimates, this energy cost savings can approach 65%. We believe that the higher energy cost of the all-electric lab building strategy will make it much more difficult to attract tenants to the Belmont life science market. • There is a roughly 30% initial construction cost premium for the mechanical and electrical systems for a 100% electric laboratory building. The utility design requirements for research facilities are inherently more demanding than traditional commercial office and retail spaces in comparison. The result of increased utility requirements drives base building support systems to be significantly larger in comparison and thus much more expensive. The increased size and 222
operational requirements when deviating from industry standard can have a significant capital investment impact, making the project infeasible.
• As we will be providing a café / restaurant as part of the project and it will be public facing, we have to be mindful on how to attract a quality retail tenant. To many kitchen café / restaurants, an all-electric kitchen would not be considered, and would require gas appliances.

To minimize the environmental impact, our project is fundamentally guided by the sustainability goals of Title 24, the USGBC (LEED) and the environmental sustainability goals (ESG) and expectations of the market. To accommodate the strict environmental health and safety criteria of our laboratory building we’ll include premium efficiency equipment to minimize overall energy consumption. We will also right size and modularize the ventilation and heating/cooling systems to allow for future system growth.

This project is expecting to make provisions to be able to conform with California’s electrification goals (California Senate 2018-SB-100) in the future. The program will hold space in the building footprint and accommodate electrical service size for the use of a future alternate fuel source if required. Currently the future base conforming approach would utilize heat recovery chillers and backup electric heating hot water boilers for future conversion. Detailed analysis and sizing will of these systems will need to be implemented in the next phase of detailed planning.

Again, we want to thank you for including the information we’ve provided in the development of your recommendations to help guide the final decisions to be made later this month regarding implementation of Reach Codes in the City of Belmont. For the sustainability, operational, and financial feasibility reasons that we’ve outlined above, we propose that the City of Belmont offer a similar exception pathway to new and existing life science occupancy buildings that allows a hybrid electric/natural gas building.

Best Regards,
KM-MG Belmont, LLC
601 Harbor Life Science Building Project
Mark Roberts
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MEMORANDUM
To: Carlos de Melo, Community Development Director, City of Belmont From: 1 Shoreway Owner, LLC / Four Corners Properties
Date: January 27, 2022
Re: Review of City of Belmont Reach Code Proposal
As part of ongoing engagement with City of Belmont staff related to the development of a proposed 540,000 square foot project within City limits, Four Corners Properties has been asked to comment on the City of Belmont’s exploration of Reach Codes, including a potential “all-electric” ordinance that would apply to new buildings1 . As our proposed project would be
one of the largest projects in Belmont by square footage, Four Corners appreciates the opportunity to provide feedback on how this proposed ordinance would affect our project, as well as the opportunity to provide a framework for considering potential mitigations to identified negative impacts.

Summary of Proposed Development
Four Corners Properties is proposing a more than 540,000 square foot project with associated parking that will service office or life science tenants.

Financial Implications
While we haven’t completed a comprehensive study of the impacts of an all-electric ordinance due to the evolving nature of the proposed legislation, our initial analysis of an all-electric requirement is that there would be significant increase to both construction and operating costs primarily driven by the following factors: increased structural requirements, increased HVAC equipment requirements and additional electrical utility infrastructure. In addition to these costs related to increased equipment burdens, we anticipate there will be costs related to mitigating increased noise conditions created by the adoption of electric heat pumps. While in some cases, these increased initial investments could result in reduced operating costs, most of these additional costs will not be recoverable.

After seeking feedback from numerous general contractors and mechanical, electrical, and plumbing (“MEP”) consultants to fully understand the implication of an all-electric requirement, we estimate the that upfront costs will increase by 15%, while operating costs to MEP will increase by 30%. This magnitude of cost increase is deeply concerning and would imperil development projects in the immediate area, potentially creating a competitive disadvantage as 1 City of Belmont. Reach Codes | City of Belmont. (n.d.). Retrieved from https://www.belmont.gov/departments/community-development/climate-action-plan/reach-codes 224
neighboring projects experience lower operating costs due to more cost-effective MEP operations.

In contrast to the potentially adverse impacts of a 100% electric requirement for buildings, we believe that a “hybrid” approach, which maintains gas usage limited to hot water boilers used for space heating, while converting all other operations to electric, presents a more viable option.

Building operations such as active cooling, ventilation, lighting, and equipment would be electrical. We believe that this hybrid scenario represents meaningful emissions reductions over pre-Reach standards, but allows for these improvements to occur within an economically feasible context.

We encourage the City of Belmont to consider the experiences of neighboring municipalities that have recognized and created a limited set of exceptions, by building type, to balance our environmental imperatives with the financial realities that frame development decisions.

Utility-Scale Infrastructure Requirements
For projects at the scale of Four Corners’ proposed project, changing to a single-fuel source would entail significant changes to the physical infrastructure serving the project. Due to the size of proposed electric services needed to serve high demand uses such as life sciences, utility scale infrastructure demands would increase significantly, both in cost and in scale. Rather than connecting into existing utility infrastructure, all-electric projects are significantly more likely to require upgrades to substations, distribution, and transmission lines, all of which could require regulatory approval. This regulatory risk exists in addition to extended design and construction timelines, as development timelines may conflict with utility providers’ ability or desire to complete necessary backbone upgrades.

Qualitative Concerns
In addition to the physical and financial impacts related to the implementation of a proposed allelectric ordinance, there are also process risks that we believe must be addressed by the City to ensure that the process for implementing an all-electric code does not disadvantage developers currently in the planning process.

Clear application of the rules
• Projects having submitted completed applications or approved before approval of the ordinance should be grandfathered into existing requirements. • Addenda or incidental supplementary project-related information submitted after approval of a potential ordinance should not trigger retroactive applicability. • Approved phased development should be grandfathered, so long as phases remain consistent with plans approved by City.
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We believe that the City of Belmont should exempt projects from any proposed “all-electric” ordinance requirements when projects are demonstrated to be technically, physically, or financially infeasible, consistent with California Energy Commission guidance to municipalities implementing Reach Codes. 2
Applicants requesting a waiver of all-electric project requirements should be required to submit a third-party review of the request which confirms, with supplementary information as needed, that there is no viable path to provide service under an all-electric design and must describe what building elements will be served by natural gas.

We are committed to minimizing our environmental footprint through high-performance building design and operations such as solar and renewable energy programs that mitigate climaterelated risk. In considering the impact of proposed ordinances that would require new buildings to be all-electric, there are several practical considerations that must be weighed in addition to the laudable policy goal of reducing greenhouse gas emissions. As we undertake the multijurisdictional process to make our proposed project a reality, Four Corners remains grateful for the cooperation of our partners at the City of Belmont. 2 California Energy Commission. (n.d.). Local ordinance exceeding the 2019 energy code. California Energy Commission. Retrieved from https://www.energy.ca.gov/programs-andtopics/programs/building-energy-efficiency-standards/2019-building-energy-efficiency226 Meeting Date: February 8, 2022
Council Agenda Item 11- Matter of Council Interest
From Councilmember(s): Charles Stone and Davina Hurt
RE: Resolution Proclaiming January 6 “Eugene Goodman Day” in Belmont.

Description of Issue/Request:

February is Black History Month in the United States and in Belmont. In this month, we celebrate the rich cultural heritage, triumphs and adversities that are an indelible part of our country's history.

It is our duty to recognize and honor individuals, who have made the "tapestry of this nation" stronger, more beautiful, more just and more free.

On January 6, 2021, over 2,000 people attacked the Capitol Building in Washington, D.C. to prevent the peaceful passage of power established by John Adams in 1801. Despite heroic efforts to maintain peace and allow freedom of speech, police and security personnel were overwhelmed and the building was breached. In some cases, these individuals came armed with an assortment of weapons, while others brought a barrage of anger and hate. The rioters broke windows, trespassed into legislators’ offices, took equipment, and threatened anyone who was not of their cause. Five lives were lost that day and the very fabric of our democracy was nearly torn apart.

However, even in one of our most troubling times as a nation, there was heroism and there were heroes. United States Capitol Police Officer Eugene Goodman was one of those heroes.

Officer Goodman displayed acts of unique and laudable heroism at least twice on January 6, 2021.

First, Officer Goodman guided United States Senator Mitt Romney to safety away from rioters who had stormed the Capitol. Later, Officer Goodman observed rioters reaching a landing from which there was a clear path to the Senate chamber. Officer Goodman, by himself, thought quickly – literally and figuratively on his feet – and engaged with that portion of the mob. Displaying exceptional situational awareness, he pushed the lead person thereby drawing his, and the crowd’s, attention toward him. His gambit worked and he was able to lead the crowd away from the chambers -- where Senators were still in session – and toward a part of the building away from the chamber floor. Had the mob reached the chambers at that time, conflict with armed officers would have almost assuredly occurred. The consequences of inaction were dire. Officer Goodman willingly put himself at risk to ensure those consequences did not arise.

Officer Goodman served in the United States Army for four years and was deployed as part of the 101st Airborne Division. In 2005, he was deployed to Iraq where he led a 10-soldier squad in the Sunni Triangle area of Iraq. Notably, Belmont and other San Mateo County cities have proudly adopted units of the 101st Airborne Division following in the footsteps of San Mateo, which adopted Alpha Company in 1968.
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It is our belief that Officer Goodman is a true American hero and that Eugene Goodman Day should be federally recognized. While we are not in a position to control that outcome, we, as a council, are in the position to honor him here in Belmont.

If the council agrees to move forward with this resolution, Councilmembers Hurt and Stone will work with staff to draft a resolution for adoption at the next regularly scheduled council meeting.

Approximately how much staff involvement will this item take? Almost none.

Financial Implications?
None.

How time sensitive is this issue?
Not necessarily time sensitive but not time intensive either.

General Plan/Vision Statement.

The resolution is in line with Belmont’s values as represented in many documents including, but not limited to our Civil Rights Resolution.

Attachments
None.
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Meeting Date: February 8, 2022
Council Agenda Item 11- Matter of Council Interest
From Councilmember(s): Julia Mates, Mayor
RE: Creation of an Honorary City Historian Position
Description of Issue/Request:

Determine the council’s level of interest in including on an upcoming Council agenda a discussion to create a position of City Historian.

Our City Council Vision Statement includes creating “a thriving culture in which our history makes Belmont what it is, and we preserve that heritage for our children." Additionally, we are fortunate to have a Historical Society, which has information on our city’s long and diverse history and knowledgeable, interested residents and individuals who collect and preserve Belmont’s past.

It would be beneficial to highlight our history (Native American and European American) in a formalized manner, with an individual who can convey through events, presentations, and creative mechanisms, the history of our city and our community.

We are in the process of developing updated wayfinding and placemaking standards, and our placemaking subcommittee has indicated that Belmont’s prehistoric and historic past should be included through signage and placemaking. In addition, our emphasis on diversity, equity, and inclusion provides us meaningful ways to enrich our community’s collective identity by learning and understanding our heritage.

In 2026, Belmont will proudly observe its 100th anniversary of its incorporation. With that in mind, and as part of the City’s Quality of Life strategic focus area creating a City Historian position, similar to the Belmont’s Poet Laureate, would provide similar community engagement and benefit.

The City Historian role can do the following:
o Expand thinking about the City’s history to a broader meaning of stewardship and conservation that is inclusive, sustainable and relevant to 21st century; o Promote and coordinate opportunities for lifelong learning; o Develop culturally relevant curriculum and inter-cultural community engagement strategies; and
o Expand access to meaningful and relevant cultural experiences.

The City Historian will be an honorary position that is both ceremonial and educational and is given to an individual who has a demonstrated knowledge of Belmont’s cultural history from within local, and regional perspectives. In this way, the City Historian could play an active role in 229
moving forward some of the objectives of cultural and historic outreach through their scope of services and provide an opportunity to educate the community about the City’s history, arts and culture.

Approximately how much staff involvement will this item take? This process could be managed within existing staffing/workflow.

Financial Implications?
Minimal, to be further evaluated if Council concurs to proceed.

How time sensitive is this issue?
Given that the City Council’s strategic planning session will occur this month, it would be a convenient time to dovetail the details of our City Historian role into our current strategies related to quality-of-life programs, arts, and community character.

General Plan/Vision Statement.

We value and celebrate a strong commitment to diversity, inclusion, safety, equality, and dignity for all individuals in Belmont.

Our history makes Belmont what it is, and we preserve that heritage for our children.

Education, the arts, and the economy flourish in concert Attachments/Links
A. Example Volunteer City Historian programs in other jurisdictions Dublin City Historian | Dublin, CA - Official Website
A. City Historian | Gilroy, CA - Official Website (cityofgilroypolice.org) 230