Agenda packet — Berkeley City Council, May 24, 2024

Friday, May 24, 2024 AGENDA Page 1

P R O C L AM AT I O N

C AL L I N G A S P E C I AL M E E T I N G O F T H E

B E R K E L E Y C I T Y C O U N C I L
In accordance with the authority in me vested, I do hereby call the Berkeley City Council in special session as follows:

Friday, May 24, 2024
10:30 AM
SCHOOL DISTRICT BOARD ROOM - 1231 ADDISON STREET, BERKELEY, CA 94702 TELECONFERENCE LOCATION - DIMAN HOUSE, 41 CHARLESFIELD STREET, PROVIDENCE, RI 02912
TELECONFERENCE LOCATION - 740 S. BROADWAY, 5TH FLOOR, LOS ANGELES CA 90014
TELECONFERENCE LOCATION - 1404 LE ROY AVE, BERKELEY 94708

JESSE ARREGUIN, MAYOR
Councilmembers:

DISTRICT 1 – RASHI KESARWANI DISTRICT 5 – SOPHIE HAHN
DISTRICT 2 – TERRY TAPLIN DISTRICT 6 – SUSAN WENGRAF
DISTRICT 3 – BEN BARTLETT DISTRICT 7 – CECILIA LUNAPARRA DISTRICT 4 – VACANT DISTRICT 8 – MARK HUMBERT
This meeting will be conducted in a hybrid model with both in -person attendance and virtual participation . If you are feeling sick, please do not attend the meeting in person.

Live captioned broadcasts of Council Meetings are available on Cable B -TV (Channel 33) and via internet accessible video stream at http://berkeley.granicus.com/MediaPlayer.php?publish_id=1244.

Remote participation by the public is available through Zoom. To access the meeting remotely: Join from a PC, Mac, iPad, iPhone, or Android device: Please use this UR L https://cityofberkeley- info.zoomgov.com/j/1601164409. To request to speak, use the “raise hand” icon by rolling over the bottom of the screen. To join by phone: Dial 1-669-254-5252 or 1 -833-568-8864 (Toll Free) and enter Meeting ID: 160 116 4409. If you wish to comment during the public comment portion of the agenda, Press *9 and wait to be recognized by the Chair. Please be mindful that the meeting will be recorded.

To submit a written communication for the City Council’s consideration and inclusion in the public record , email [email protected].

This meeting will be conducted in accordance with the Brown Act, Government Code Section 54953 and applicable Executive Orders as issued by the Governor that are currently in effect . Any member of the public may attend this meeting. Questions regarding public participation may be addressed to the City Clerk Department (510) 981-6900. The City Council may take action related to any subject listed on the Agenda.

Pursuant to the City Council Rules of Procedure and State Law, the presiding officer may remove, or cause the removal of, an individual for disrupting the meeting. Prior to removing an individual, the presiding officer shall warn the individual that their behavior is disrupting the meeting and that their failure to cease their behavior may result in their removal. The presiding officer may then remove the individual if they do not promptly cease their disruptive behavior. “Disrupting” means engaging in behavior during a meeting of a legislative body that actually disrupts, disturbs, impedes, or renders infeasible the orderly conduct of the meeting and includes, but is not limited to, a failure to comply with reasonable and lawful regulations adopted by a legislative body, or engaging in behavior that constitutes use of force or a true threat of force.

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Friday, May 24, 2024 AGENDA Page 2
Preliminary Matters
Roll Call:

Action Calendar
The public may comment on each item listed on the agenda for action. For items moved to the Action Calendar from the Consent Calendar or Information Calendar, persons who spoke on the item during the Consent Calendar public comment period may speak again during one of the Action Calendar public comment periods on the item. Public comment will occur for each Action item (excluding public hearings, appeals, and/or quasi-judicial matters) in one of two comment periods, either 1) before the Action Calendar is discussed; or 2) when the item is taken up by the Council.

A member of the public may only speak at one of the two public comment periods for any single Action item.

The Presiding Officer will request that persons wishing to speak line up at the podium, or use the "raise hand" function in Zoom, to determine the number of persons interested in speaking at that time. Up to ten (10) speakers may speak for two minutes. If there are more than ten persons interested in speaking, the Presiding Officer may limit the public comment for all speakers to one minute per speaker. Speakers are permitted to yield their time to one other speaker, however no one speaker shall have more than four minutes. The Presiding Officer may, with the consent of persons representing both sides of an iss ue, allocate a block of time to each side to present their issue.

Action items may be reordered at the discretion of the Chair with the consent of Council.

Action Calendar – Scheduled Public Comment Period
During this public comment period, the Presiding Officer will open and close a comment period for each Action item on this agenda (excluding any public hearings, appeals, and/or quasi -judicial matters). The public may speak on each item. Those who speak on an item during this comment period may not speak a second time when the item is taken up by Council.

Action Calendar

1. Community Survey for Potential November 2024 Ballot Measures From: City Manager
Recommendation: Receive the report, which provides information on a potential Parks Tax increase and a Measure P extension and increase, and provide direction on the upcoming community survey, as well as any other proposed measures.

Financial Implications: None
Contact: Scott Ferris, Parks, Recreation and Waterfront, (510) 981-6700, Peter Radu, City Manager's Office, (510) 981-7000, Anne Cardwell, City Manager's Office, (510) 981-7000

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Action Calendar
Friday, May 24, 2024 AGENDA Page 3

2. Council Referral – Request for City Council to place a limited Library tax on the November 2024 ballot
From: Board of Library Trustees
Recommendation: Adopt a resolution to include on the November 2024 ballot a measure levying a new, limited tax in order to maintain current levels of Library services, building maintenance, collections and staffing. The proposed rate is 6¢ per square foot of residential building space and 9¢ of commercial building space, with annual adjustments, and exempting low-income homeowners. The recommendation is to place this measure on the ballot, using language that aligns as closely as possible with the language employed by Godbe Research in the March 2024 community survey: “To maintain Berkeley Public Library services/ facilities such as: - summer reading programs for children; - keeping qualified librarians; - quality places for children; - homework help/ tutoring; - book, material/ digital collections; - maintain library facilities; - senior/ accessible programs; and - maintain weekday and weekend hours; shall the Berkeley Public Library measure be adopted, levying 6¢ per square foot of residential building space (other rates detailed in the voter handbook), providing $5,600,000 annually, until ended by voters, with annual adjustments, and exempting very low-income homeowners?”
Financial Implications: See report
Contact: Tess Mayer, Commission Secretary, (510) 981-6100 Adjournment
I hereby request that the City Clerk of the City of Berkeley cause personal notice to be given to each member of the Berkeley City Council on the time and place of said meeting, forthwith.

IN WITNESS WHEREOF, I have hereunto set my hand and caused the official seal of the City of Berkeley to be affixed on May 21, 2024.

Jesse Arreguin, Mayor
Public Notice – this Proclamation serves as the official agenda for this meeting.

ATTEST:

Date: May 21, 2024
Mark Numainville, City Clerk
NOTICE CONCERNING YOUR LEGAL RIGHTS : If you object to a decision by the City Council to approve or deny a use permit or variance for a project the following requirements and restrictions apply:
1) No lawsuit challenging a City decision to deny (Code Civ. Proc. §1094.6(b)) or approve (Gov. Code 65009(c)(5)) a use permit or variance may be filed more than 90 days after the date the Notice of Decision of the action of the City Council is mailed. Any lawsuit not filed within that 90-day period will be barred. 2) In any lawsuit that may be filed against a City Council decision to approve or deny a use permit or variance, the issues and evidence will be limited to those raised by you or someone else, orally or in writing, at a public hearing or prior to the close of the last public hearing on the project.

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Friday, May 24, 2024 AGENDA Page 4
Archived indexed video streams are available at:
https://berkeleyca.gov/your-government/city-council/city-council-agendas.

Channel 33 rebroadcasts the following Wednesday at 9:00 a.m. and Sunday at 9:00 a.m.

Communications to the City Council are public record and will become part of the City’s electronic records, which are accessible through the City’s website. Please note: e-mail addresses, names, addresses, and other contact information are not required, but if included in any communication to the City Council, will become part of the public record. If you do not want your e-mail address or any other contact information to be made public, you may deliver communications via U.S. Postal Service to the City Clerk Department at 2180 Milvia Street. If you do not want your contact information included in the public record, please do not include that information in your communication. Please contact the City Clerk Department for further information.

Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection at the public counter at the City Clerk Department located on the first floor of City Hall located at 2180 Milvia Street as well as posted on the City's website at https://berkeleyca.gov/.

Agendas and agenda reports may be accessed via the Internet at:
https://berkeleyca.gov/your-government/city-council/city-council-agendas and may be read at reference desks at the following locations:

City Clerk Department - 2180 Milvia Street, First Floor Tel: 510-981-6900, TDD: 510-981-6903, Fax: 510-981-6901 Email: [email protected]

Libraries: Main – 2090 Kittredge Street,
Claremont Branch – 2940 Benvenue, West Branch – 1125 University, North Branch – 1170 The Alameda, Tarea Hall Pittman South Branch – 1901 Russell

COMMUNICATION ACCESS INFORMATION:

This meeting is being held in a wheelchair accessible location.

To request a disability-related accommodation(s) to participate in the meeting, including auxiliary aids or services, please contact the Disability Services specialist at (510) 981-6418 (V) or (510) 981-6347 (TDD) at least three business days before the meeting date.

Please refrain from wearing scented products to this meeting.

Captioning services are provided at the meeting, on B -TV, and on the Internet. In addition, assisted listening devices for the hearing impaired are available from the City Clerk prior to the meeting, and are to be returned before the end of the meeting.

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Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/

ACTION CALENDAR
May 24, 2024
To: Honorable Mayor and Members of the City Council
From: Dee Williams-Ridley, City Manager
Submitted by: Scott Ferris, Parks, Recreation & Waterfront Director Peter Radu, Assistant to the City Manager/Interim Deputy Director – Health, Housing, and Community
Anne Cardwell, Deputy City Manager
Subject: Community Survey for Potential November 2024 Ballot Measures

RECOMMENDATION
Receive the report, which provides information on a potential Parks Tax increase and a Measure P extension and increase, and provide direction on the upcoming community survey, as well as any other proposed measures.

FISCAL IMPACTS OF RECOMMENDATION:

None at this time.

CURRENT SITUATION AND ITS EFFECTS
The attached current draft community survey contains questions that will provide the City with baseline information on how City residents view their City government and the below two changes to the Parks Tax and three changes to the real property transfer tax, which is the source of Measure P funding:

1. A 15% increase in the Parks Tax
a. This results in a Parks Tax increase of $2.7M in yearly funds on top of the estimated $18.3M in FY25.

2. A 20% increase in the Parks Tax
a. This results in a Parks Tax increase of $3.6M in yearly funds on top of the estimated $18.3Min FY25.

3. (Measure P) A 0.5% increase in real property transfer tax from 2.5% to 3% for property sales transfers over $1.5M with a 10-year extension. a. This results in a 50% increase in the annual Measure P revenues, which have been between $6.5M and $20.6M over the last 5 years

4. (Measure P) A 1.0% increase in real property transfer tax from 2.5% to 3.5% for property sales transfers over $1.5M with a 10-year extension. a. This results in a 100% increase in annual Measure P revenues, which have been $6.5M and $20.6M over the last 5 years.

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ACTION CALENDAR
Community Survey for Potential November 2024 Ballot Measures May 24, 2024

5. (Measure P) A 10-year extension, with no increase, of the real property transfer tax from 1.5% to 2.5% for property sales transfers over $1.5M. a. This results in no increase in revenues, but extends the tax by 10 years.

Additionally, for further context, the November 2024 ballot is expected to have quite a few initiatives. Please see below for a list of active/pending initiatives:

Active/Pending Initiatives
CAFO Prohibition
QUALIFIED for NOV 2024
Council Action on 11/7/23
SAFE STREETS Initiative Tax
(Mirvish/Gould/Yung)
Filed; Signature check pending
Fix Streets & Sidewalks Initiative Tax
(McGrath)
Filed; Signature check pending
Infectious Aerosols Ord.
(Lippman/Law/Soper)
Filed; Signature check pending
Tenants Ordinance
(Alpert/Simon-Weisberg)
In circulation
Nuclear Free Amendments
(Pittman)
In circulation
Fossil Fuels Tax
(Lippman/Tahara/Lieblich)
Filed; Signature check pending
Rent Relief & Homeowners
(Clement/Lieberman)
Filed; Signature check pending

BACKGROUND
Authorization of Funding for Community Survey: City Council allocated $100,000 in the FY2024 Budget for the “Vision 2050 Complete Streets Parcel Tax Community Engagement and Program Plan” to do a community survey for a potential related ballot measure.

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ACTION CALENDAR
Community Survey for Potential November 2024 Ballot Measures May 24, 2024 City Council Action on March 12, 2024: In an item sponsored by Council member Taplin the City Council authorized the City Manager to expand the scope of the Vision 2050 Complete Streets Parcel Tax Community Engagement and Program Plan in the FY 2024 Budget to consider additional revenue sources: (1) potential ballot referenda for an increase to Berkeley’s Parks Tax and/or (2) renewing the Measure P Real Property Transfer Tax beyond 2028; and refer to the City Attorney for analysis of using the Community Engagement and Program Plan funds for community survey purposes.

Parks Tax
Parks, Recreation & Waterfront Commission Action on November 8, 2023: On November 8, 2023 the Parks, Recreation and Waterfront Commission approved a motion to recommend to Council to include an increase in the Parks Tax by 4cts/SF or ~20% in a community survey for possible November 2024 ballot measures. City Council took-action to approve this on 12/12/2023.

Parks Tax History Establishment: The Parks Tax was established in 1997, replacing the Landscape Maintenance Tax. This Parcel Tax was amended in 2014 with 75% voter approval that increased the per square foot tax rate from $0.1256 to $0.1466 (approximately a 17% increase) and added an inflation escalator, such that the yearly increase can be tied to either the CPI or the PIG, whichever is greatest.

Allowable expenditures include expenses related to the acquisition and maintenance of improvements to City parks, trees and landscaping. The current FY24 revenues are expected to be approximately $17.6M.

The Parks Tax is generally healthy, but increased operational costs (some at the Waterfront to offset the Marina Fund in FY23 and FY24), and Capital Improvement costs will lead to operating losses between $1.2- 3.1M in FY24, FY25 and FY26. The fund balance will be approximately 8.4%, less than $1.6M, by the end of FY26 (see attached Parks Tax 5 Year Plan).

Purpose of Possible Increases to Parks Tax: The November 8, 2023 Commission report references 3 potential areas in which additional Parks Tax funding should be used. These include the following:

-Parks and Landscape Areas in the Waterfront
The Marina Fund has always paid for all operational costs associated with the Waterfront, including parks and landscaping costs, despite these costs being eligible for the Parks Tax. Staff estimate that approximately $1.55M/year (see Parks Tax Potential Increase excel file for details) of Waterfront costs are associated with parks, park buildings and landscaping and therefore Parks Tax eligible.

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ACTION CALENDAR
Community Survey for Potential November 2024 Ballot Measures May 24, 2024 The Marina Fund has been challenging to keep in the positive and by the late 1990s has showed signs of distress. An operational deficit has existed since 2008, and because of the failure of much of its original infrastructure, safety concerns that developed in the Waterfront, and COVID-19, the Marina Fund deficit has increased.

Since 2008, the City has kept the fund in the positive by reducing full-time positions, reducing Marina Fund spending on CIP and major maintenance, and most recently buttressing the fund with COVID relief (American Rescue Plan Act) funds and General Fund. General Fund support has been needed since 2021 to maintain Waterfront operations. In 2023, the fund is being buoyed by improved revenue forecasts. Marina slip occupancy rose this year to 86% (from 78% in 2020), and is expected to continue to increase with multiple capital improvements underway. Additional revenue is projected from the eventual lease of 199 Seawall (former Hs Lordships), and higher rent from existing tenants as well as special event revenue as we emerge from the COVID-19 pandemic. These policy actions and improved revenue are projected to reduce but not eliminate the Marina Fund operating deficit from $1.4M to an estimated $650k by 2027.

The fund balance will be exhausted in FY25, with $704k needed to maintain operations.

The additional $1.55M to cover Waterfront parks and landscaping will ensure the Marina Fund’s solvency for many years to come.
-Tree Planting
Since the establishment of the Parks Tax, the Urban Forestry unit has primarily used State grant funds to purchase trees and tree planting supplies, while using Parks Tax funded positions to plant trees citywide. Urban Forestry staff typically dedicated time during the late Winter and early Spring to tree planting, while breaking from working on pruning and removals to plant about 200 new trees in parks, medians and sidewalk planting strips each year.

Because of the recent drought conditions resulting in the death of many City trees, the aging of the City’s urban forest and the need for fire fuel reduction in the certain areas of the City, City staff have had to remove significant numbers of trees. These removals, which have resulted in increased work, combined with the threat of negative effects related to climate change, have made it important for the City to plant more trees.

Additionally, in the last eight years many State and Federal grants have focused on providing tree planting funds to only plant areas with total low tree canopy. The City has received four of these grants since 2016. In 2018, Council began allocating $75,000 of Parks Tax CIP funds to plant trees in areas of the City not covered by State and Federal grants.

The need to plant more trees, the increased work due to climate change (more tree removals and increase in the amount of required young tree care) and the limitation of funds for tree planting has resulted in the need to establish a Tree Planting Unit that is in addition to the Urban Forestry staff who prune and remove trees. In FY24, Council authorized a new position to supervise tree planting activities funded by the Parks Tax.

The department has been able to hire 2 project-based positions with grant funds and

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ACTION CALENDAR
Community Survey for Potential November 2024 Ballot Measures May 24, 2024 expects to plant over 700 trees in 2024. Unfortunately, these project-based positions have been difficult to keep filled because they are temporary positions and the grants contain limited funding for staff. The goal is to establish career positions and budget that are dedicated to planting trees throughout the City to replace our aging urban forest, ensure a high number of tree plantings each year, and have funding for match requirements for more potential grants. Staff estimates these ongoing costs to be approximately $660,000.
-Annual CIP
The Parks, Recreation & Waterfront (PRW) annual/baseline Capital Improvement Project (Baseline CIP) and major maintenance funding has historically come from the CIP Fund, Parks Tax, Marina Fund and the Camps Fund. Other funding sources such as grants, bonds (T1 most recently), insurance claims, General Fund, Bayer Fund and developer agreements have also contributed to CIP project funding. From 2000 to 2003 the annual General Fund (CIP) contribution was $750,000. By 2007 the allocation was reduced to $400,000: $200,000/each for ADA and playground safety improvements.

This changed in the FY23 and FY24 budget cycle when PRW Baseline CIP funding was increased to $2,000,000 in FY23 and $2,400,000 in FY24. In FY25 and FY26, this allocation is proposed to be reduced to $400,000 again.

Since the early 2000s, the Parks Tax contributed $250,000 per year to PRW Baseline CIP. When Measure F passed in 2014 this allocation rose to $1,000,000. Since then, the allocation has risen slightly to $1,065,000 and will be $1,090,000 in FY26. With the Marina and Camps operational funds struggling to stay in the positive and unable to contribute to annual CIP, the Parks Fund will need to play an increasing role in the annual allocated funding for Capital Improvement Projects. A 15% and 20% increase in the Parks Tax will produce approximately $530,000 and $1.45M respectively in additional Annual CIP which will help to offset the $225M of PRW Unfunded projects (see attached PRW Unfunded list).

Measure P
Measure P provides annual funding from real property transfer taxes to pay for homeless services. Revenues, which have ranged from ~$6M to ~$20M, fluctuate greatly with market conditions.

Berkeley voters passed Measure P in November 2018 with 72.4% approval. The original ballot question read:

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ACTION CALENDAR
Community Survey for Potential November 2024 Ballot Measures May 24, 2024 an estimated $6,000,000 - $8,000,000 annually; and establishing Homeless Services Panel of Experts to recommend homeless services, be adopted? Measure P went into effect on January 1, 2019 and, absent an extension, will sunset on January 1, 2029.

Purpose of Possible Increases and Extension of Measure P: The City is currently using funding from Measure P to establish new permanent housing, address immediate street conditions and hygiene, prevent households from becoming homeless and provide emergency shelter and temporary accommodation. The funds have had a significant impact on homeless services in the City of Berkeley through supporting permanent housing, immediate street conditions and hygiene, homelessness prevention, and emergency shelter.

Importantly, Measure P is not the City’s only funding for homeless services; while a significant source, it leverages millions of dollars in other State and Federal resources:
for example, $10M in State Encampment Resolution Funding and over $30M in Homekey funding, which together have helped Berkeley create 177 new units of noncongregate interim and permanent housing units for persons experiencing homelessness. However, Measure P made up by far the largest part (66%) of the more than $35 million the City allocated to affordable housing, homelessness services, and tenant supports in the 2023–24 fiscal year.

It has dramatically increased the City’s ability to open new homelessness resources. As such, the latest Point in Time Count data from January 2024 indicates that Berkeley’s homeless system is performing the way a system that has received a sustained influx in recent spending, both directly from Measure P and in Measure P’s direct leverage of State resources, would expect it to: fewer people are on our streets (45% reduction in street homelessness), more are in shelter (54% increase in sheltered homelessness), and more of them are being connected to solutions that permanently resolve their homelessness (21% reduction overall).

By extending and/or increasing Measure P, the City can continue these efforts around providing affordable housing, homelessness service and tenant supports.

ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There are no identifiable environmental effects associated with the subject of this report.

POSSIBLE FUTURE ACTION
Typically, when the City is reviewing potential revenue measures or increases and/or extensions to existing taxes, staff and City Council will start 6 to 9 months in advance and include two community surveys prior to City Council taking an action to put a revenue measure, or an increase to an existing measure, on the ballot. This year, with the initial, related City Council action occurring in March, coupled with the statutory

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ACTION CALENDAR
Community Survey for Potential November 2024 Ballot Measures May 24, 2024 deadline to file appropriate language with the County by August 9 at 5:00pm, and the need for the City Attorney to review and produce the needed language, the timeline for completing the community survey is dramatically reduced.

Staff has completed the RFP process and awarded a contract to Lake Research Partners to complete an 18-minute survey in late May or early June, so that City Council can consider possibilities from mid-June till mid-July, allowing sufficient time to submit final language to the Alameda County Registrar of Voters Office by the August 9 deadline.

RATIONALE FOR RECOMMENDATION
An increase in the Parks Tax and an increase and/or extension of Measure P could result in additional revenues as described in the Current Situation and Its Effects section of this report. A community survey will be a key step in determining voter interest.

ALTERNATIVE ACTIONS CONSIDERED
No alternative actions have been considered.

CONTACT PERSON
Anne Cardwell, Deputy City Manager, City Manager’s Office, (510) 981-7014 Attachments:

1. Draft Community Survey

2. Parks Tax – Summary of Potential Increase

3. Unfunded Parks, Recreation & Waterfront Capital Projects

4. Marina Fund – Five Year Financial Plan

5. Parks Tax Fund – Five Year Financial Plan

6. Measure P Fund Forecast

7. Measure P and Impact on Homeless Services in Berkeley – April 2023 Off Agenda Memo

8. As shelter and permanent housing investments have increased, Berkeley’s homelessness has declined – May 2024 Off Agenda Memo

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City of Berkeley Voter Survey
Draft Questionnaire
Live Phone and Text to Online
April 2024
N=500 Likely November 2024 General Election Voters
Splits: A/B, C/D
Target Length: 18 minutes
Current length: xx minutes
Hello. My name is ______. I'm calling from McGuire Research. We are conducting a public opinion survey and would like to ask you some questions. We are not selling anything, and won't ask you for a contribution or donation.

May I please speak with (VOTER NAME FROM FILE)? ACCEPT NO SUBSTITUTES Q1. Before we begin, I need to know if I have reached you on a cell phone, and if so, are you in a place where you can talk safely?
Yes, cell and can talk safely .........................................1 Yes, cell and cannot talk safely [CALL BACK] ............2 No, not on cell, but own one .........................................3 No, not on cell, and do not own one .............................4 (Don’t know/refused) [TERMINATE] ............................5 Q2. Although it is some time from now, what are the chances of you voting in the November 2024 general election for President, Congress, and other offices? Are you almost certain to vote, will you probably vote, are the chances about 50-50, are you probably not going to vote, or are you definitely not going to vote? Almost certain to vote ...................................................1 Probably will vote..........................................................2 50-50 [TERMINATE].....................................................3 Probably not [TERMINATE]..........................................4 Definitely not [TERMINATE] .........................................5 Don't know [TERMINATE] ............................................6 Q3. [T] Do you feel that things in the City of Berkeley are generally headed in the right direction or do you feel things are headed in the wrong direction?
Right Direction ..............................................................1 Wrong Direction ............................................................2 (Don’t know)..................................................................3

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Q4. [T] How would you rate the job the city of Berkeley is doing in providing services to its residents — excellent, good, fair, or poor?
Excellent .......................................................................1 Good .............................................................................2 Fair................................................................................3 Poor ..............................................................................4 (Don't know)..................................................................5 Q5. [T*] Now I’m going to read some different issues that have been identified as important needs in the city of Berkeley. If you had to choose, which one or two of the following would be the highest priority for you personally in the city of Berkeley? [RANDOMIZE]
[ACCEPT UP TO TWO RESPONSES]
Increasing affordable housing for low-income and
homeless residents.......................................................1 Protecting critical facilities from the threats of climate change ..........................................................................2 Repairing deteriorating streets and sidewalks ..............3 Improving the Berkeley waterfront ................................4 Upgrading storm drains and green infrastructure to
reduce pollution and flood risk ......................................5 Improving pedestrian, bike, and traffic safety ...............6 Planting and maintaining trees and improving park
maintenance and infrastructure ....................................7 (None)...........................................................................8 (Don't know)..................................................................9 (Refused) ....................................................................10

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Next you will [hear/see] a few different versions of ballot measures that may appear on the ballot in Berkeley this November. This will include different ways and levels of funding for the measures. Here is the first measure.

SPLIT C HEARS Q6/7 THEN Q8/Q9; SPLIT D HEARS Q8/Q9 THEN Q6/7 Q6. SSA: [PARKS TAX – 15%] This is a ballot measure that would provide funding through an increase in Berkeley’s existing parks tax in order to:
 Establish a city-wide tree planting unit to plant trees throughout the city;  Provide increased annual funding for physical improvements in city parks; and  Apply the city’s parks budget to all parks, including the Berkeley waterfront which currently doesn’t receive parks tax funding.

Shall the parks special tax be amended to increase tree planting services, incorporate parks and landscaping at the Waterfront, and increase funding for improving community parks like the Rose Garden, San Pablo, Cesar Chavez, Codornices, Aquatic Park, and children’s playgrounds, sports courts, ballfields, and nature and open space areas citywide by increasing the per square foot tax rate from $0.2130 to $0._____?
If the election were held today, would you vote yes or no on this measure, or are you undecided? [IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 Q7. SSB: [PARKS TAX – 20%] This is a ballot measure that would provide funding through an increase in Berkeley’s existing parks tax in order to:
 Establish a city-wide tree planting unit to plant trees throughout the city;  Provide increased annual funding for physical improvements in city parks; and  Apply the city’s parks budget to all parks, including the Berkeley waterfront which currently doesn’t receive parks tax funding.

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[IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 [KEEP IN BETWEEN Q6/7 AND Q8/9] Now here is a different measure that could be on the ballot this year.

Q8. SSA: [HOMELESS INCREASE – 2.5%-3%] This is a ballot measure that would extend and increase the time-limited real-estate transfer tax voters approved in 2018 to fund homeless services.

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[IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 [KEEP BEFORE Q10] Now here is a different version of one of the measures that could be on the ballot this year.

Q10. [HOMELESS EXTENSION – NO INCREASE] This is a ballot measure that would extend, but not increase, the time-limited real estate transfer tax voters approved in 2018 to fund homeless services.

Shall ordinance raising funds for general municipal purposes such as navigation centers, mental health support, rehousing and other services for the homeless, including homeless seniors and youth; be extended for 10 years, maintaining the real property transfer tax at 2.5% for property sales and transfers over $1,500,000, adjusted annually to capture the top approximately xx% of transfers; generating an estimated $xxxx annually, be adopted?
If the election were held today, would you vote yes or no on this measure, or are you undecided? [IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes – strongly ...............................................................1 Yes – not so strongly ....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No – not so strongly......................................................6 No – strongly.................................................................7 (Refused) ......................................................................8 SPLIT C HEARS Q12/13 THEN Q14/Q15; SPLIT D HEARS Q14/Q15 THEN Q12/13 Q11. SSA: [PARKS TAX – 15%] Next you will [hear/see] two statements made by people who support or oppose the parks tax measure described earlier: [ROTATE STATEMENTS] Supporters say that Berkeley’s parks and trees are vital for our communities, families, seniors, mental health, clean environment, and climate resilience. Current funding is not keeping up with the increasing costs of maintaining our parks and recreational facilities, and the need to plant and maintain trees and improve green spaces in every neighborhood with the growing threat of climate change. This modest

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funding increase will address these needs in all areas of the city, including parks and landscaped areas at the waterfront that are not currently funded by the parks budget, and improve facilities for everyone in Berkeley.

Opponents say that Berkeley taxpayers keep getting soaked for more and more increases with little to show for it. We funded streets, and the streets are still a mess. We funded housing, and housing costs and homelessness are worse than ever. This measure will funnel our tax money to benefit wealthy boat owners who use the waterfront, not the rest of us in Berkeley. We need to look more closely at this high-tax, high-cost city government, cut wasteful and unnecessary spending, and clean up our parks with existing funds.

Sometimes in a survey like this, people change their minds.

Shall the parks special tax be amended to increase tree planting services, incorporate parks and landscaping at the Waterfront, and increase funding for improving community parks like the Rose Garden, San Pablo, Cesar Chavez, Codornices, Aquatic Park, and children’s playgrounds, sports courts, ballfields, and nature and open space areas citywide by increasing the per square foot tax rate from $0.2130 to $0._____?
If the election were held today, would you vote yes or no on this measure, or are you undecided? [IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 Q12. SSB: [PARKS TAX – 20%] Next you will [hear/see] two statements made by people who support or oppose the parks tax measure described earlier: [ROTATE STATEMENTS] Supporters say that Berkeley’s parks and trees are vital for our communities, families, seniors, mental health, clean environment, and climate resilience. Current funding is not keeping up with the increasing costs of maintaining our parks and recreational facilities, and the need to plant and maintain trees and improve green spaces in every neighborhood with the growing threat of climate change. This modest funding increase will address these needs in all areas of the city, including parks and landscaped areas at the waterfront that are not currently funded by the parks budget, and improve facilities for everyone in Berkeley.

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owners who use the waterfront, not the rest of us in Berkeley. We need to look more closely at this high-tax, high-cost city government, cut wasteful and unnecessary spending, and clean up our parks with existing funds.

Sometimes in a survey like this, people change their minds.

Shall the parks special tax be amended to increase tree planting services, incorporate parks and landscaping at the Waterfront, and increase funding for improving community parks like the Rose Garden, San Pablo, Cesar Chavez, Codornices, Aquatic Park, and children’s playgrounds, sports courts, ballfields, and nature and open space areas citywide by increasing the per square foot tax rate from $0.2130 to $0._____?
If the election were held today, would you vote yes or no on this measure, or are you undecided? [IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 Q13. SSA: [HOMELESS INCREASE – 2.5%-3 %] Next you will [hear/see] two statements made by people who support or oppose the homeless services tax measure described earlier: [ROTATE STATEMENTS]
Supporters say that Berkeley has made real progress on homelessness, especially encampments, with the funding approved in 2018. The funding approved in 2018 has leveraged over $10 million in state and other outside funding, enabling the City to triple the number of beds dedicated to people living in encampments and permanently house over 1,500 people. The current funding is providing measurable results, and extending and increasing this funding now will continue to build upon this success by helping address rising program costs. This modest funding will address these needs in all areas of the city and improve Berkeley’s quality of life for all.

Opponents say that Berkeley taxpayers keep getting soaked for more and more increases with little to show for it. We funded streets, and the streets are still a mess. We funded housing, and housing costs and homelessness are worse than ever. We need to look more closely at this high-tax, high-cost city government, cut wasteful and unnecessary spending, and fund homeless services and housing with existing funds.

Sometimes in a survey like this, people change their minds.

This is a ballot measure that would extend and increase the time-limited real estate transfer tax voters

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approved in 2018 to fund homeless services.

Shall ordinance raising funds for general municipal purposes such as navigation centers, mental health support, rehousing and other services for the homeless, including homeless seniors and youth; be extended for 10 years, increasing the real property transfer tax from 2.5% to 3% for property sales and transfers over $1,500,000, adjusted annually to capture the top approximately xx% of transfers; generating an estimated $xxxx annually, be adopted?
If the election were held today, would you vote yes or no on this measure, or are you undecided? [IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 Q14. SSB: [HOMELESS INCREASE – 2.5%-3.5 %] Next you will [hear/see] two statements made by people who support or oppose the homeless services tax measure described earlier: [ROTATE STATEMENTS]
Supporters say that Berkeley has made real progress on homelessness, especially encampments, with the funding approved in 2018. The funding approved in 2018 has leveraged over $10 million in state and other outside funding, enabling the City to triple the number of beds dedicated to people living in encampments and permanently house over 1,500 people. The current funding is providing measurable results, and extending and increasing this funding now will continue to build upon this success by helping address rising program costs. This modest funding will address these needs in all areas of the city and improve Berkeley’s quality of life for all.

Opponents say that Berkeley taxpayers keep getting soaked for more and more increases with little to show for it. We funded streets, and the streets are still a mess. We funded housing, and housing costs and homelessness are worse than ever. We need to look more closely at this high-tax, high-cost city government, cut wasteful and unnecessary spending, and fund homeless services and housing with existing funds.

Sometimes in a survey like this, people change their minds.

This is a ballot measure that would extend and increase the time-limited real estate transfer tax voters approved in 2018 to fund homeless services.

Shall ordinance raising funds for general municipal purposes such as navigation centers, mental health support, rehousing and other services for the homeless, including homeless seniors and youth;

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be extended for 10 years, increasing the real property transfer tax from 2.5% to 3.5% for property sales and transfers over $1,500,000, adjusted annually to capture the top approximately xx% of transfers; generating an estimated $xxxx annually, be adopted? If the election were held today, would you vote yes or no on this measure, or are you undecided? [IF YES/NO]: And is that Yes/No strongly or not so strongly? [IF UNDECIDED]: Well, to which side do you lean?
Yes - strongly................................................................1 Yes - not so strongly .....................................................2 Lean yes .......................................................................3 Undecided/DK...............................................................4 Lean no.........................................................................5 No - not so strongly.......................................................6 No - strongly .................................................................7 (Refused) ......................................................................8 [KEEP BEFORE Q16] Now I am going to read you again another version of one of the measures that could be on the ballot.

Q15. [HOMELESS EXTENSION – NO INCREASE] This is a ballot measure that would extend, but not increase, the time-limited real estate transfer tax voters approved in 2018 to fund homeless services.

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Q16. [T] How long have you lived in Berkeley? [DO NOT READ, RECORD WITHIN RANGE] Less than two years......................................................1 Two to less than five years ...........................................2 Five to less than ten years............................................3 Ten to less than twenty years .......................................4 Twenty years or more ...................................................5 All your life ....................................................................6 (Don't know/refused).....................................................7 Q17. What best describes your gender? [SELECT ALL THAT APPLY] Man...............................................................................1 Woman .........................................................................2 Nonbinary .....................................................................3 Prefer to self-describe/other .........................................4 (Prefer not to answer) ...................................................5 Q18. Just to make sure we have a representative sample, could you please tell me whether or not you are from a Latino, Hispanic, or Spanish-speaking background? Yes, Latino/Latina/Hispanic ..........................................1 No, not Latino/Latina/Hispanic......................................2 (Don’t know/Refused) ...................................................3 Q19. [ASK ALL] And please tell me which one, or more than one, of these racial or ethnic groups you identify with?
[RANDOMIZE/READ CHOICES/ACCEPT MULTIPLE RESPONSES]
[IF “OTHER” OR “BIRACIAL” OR “MULTI-RACIAL” PROMPT:] Which two or three of these do you identify with the most?
White or Caucasian ......................................................1 Black or African American ............................................2 Latino/Latina or Hispanic ..............................................3 Asian American or Pacific Islander ...............................4 Native or Indigenous American.....................................5 Middle Eastern..............................................................6 (Other) ..........................................................................7 (Don’t know/Refused) ...................................................8 Q20. [T] In terms of local politics, do you consider yourself progressive, liberal, moderate, or conservative?
Progressive...................................................................1 Liberal ...........................................................................2 Moderate.......................................................................3 Conservative.................................................................4 (Don't know)..................................................................5

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(Refused) ......................................................................6 Q21. What is the last year of schooling that you have completed? 1 - 11th Grade...............................................................1 High School Graduate ..................................................2 Vocational or technical school ......................................3 Some college but no degree.........................................4 Associate degree ..........................................................5 4-year college graduate or bachelor's degree ..............6 Graduate School or advanced degree..........................7 (Refused) ......................................................................8 Q22. Do you own your own home or do you rent?
Own ..............................................................................1 Rent ..............................................................................2 (Other) ..........................................................................3 (Don't know/refused).....................................................4 [RECORD AGE AND PARTY REGISTRATION FROM FILE]
This completes our survey. Thank you very much for your time, and have a pleasant day/evening!

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Restricted
Potential Parks Tax Increase in Nov 2024 (FY25)
FY25 Revenue 18,297,945
FY25 Needs 15% Increase 18% Increase 20% increase
Est. Waterfront parks & landscaping* 1,550,000 1,550,000 1,550,000 Tree planting unit** 660,000 660,000 660,000 Additional capital for Parks projects*** 530,000 1,080,000 1,450,000 2,740,000 3,290,000 3,660,000
**Detail - Tree Planting Unit
2 Landscape Gardeners 280,502
Part-time Staff 100,000
Non-Personnel 275,000
655,502
***These amounts are in addition to the FY25 baseline Parks Tax capital of $1.09M. *Est. Parks Tax-eligible costs currently paid from Marina Fund. This solves ongoing Marina Fund operational deficit and allocates an est. additional $650k (for a total of $1M) in capital to the MF yearly.

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Internal
PRW Unfunded Capital & Major Maintenance Needs (as of May 2024) Project 2024 Cost
Est
imate District
Resident Camps
Cazadero ADA Upgrades $1,060,000 All
Cazadero - Dining Hall Reconstruction $2,530,000 All
Cazadero- Pool Tile and Plaster $430,000 All
Cazadero Riverbed Erosion (City share) $300,000 All
Echo Lake ADA Project Phase 2 $2,220,000 All
Echo Lake Camp Fire Safety / Water Tank $530,000 All
Echo Lake Fireplace Renovation $40,000 All
Echo Lake Tree Removal $200,000 All
Berkeley Tuolumne Camp Generator $150,000 All
Berkeley Tuolumne Camp Vegetation Installation $160,000 All Berkeley Tuolumne Camp Trails $270,000 All
Resident Camps Projects Total $7,890,000
Pools
King Pool
Locker Room/office Area Renovation $3,160,000 5
Decking/Piping $480,000 5
Roof $320,000 5
King Pool/Locker Room Replacement with 25M Pool/new facilities $16M 5 West Campus
Locker Room/ Office Area Renovation $3,160,000 2
Decking/Piping $480,000 2
Pool at San Pablo Park (see FA Center Replacement) $16.5M Pools Projects Total $7,600,000
Parks Buildings/Facilities*
Frances Albrier Community Center (replacement) and Pool $40M Seismic/ Deferred maintenance (K) $2,900,000 2
MLK YAP Renovation and Seismic Upgrade ($7M in T1; $1.2M in grant funding) $3,675,000 3 Harrison Park Building
Exterior Improvements -Roof and Painting $220,000 1
John Hinkel Park Hut Reconstruction $3,000,000 5
Virginia McGee Clubhouse (K) $170,000 1
Park Buildings/Facilities Projects Total $9,965,000
Parks (General)
Median Hardscape/Drought Tolerant Conversion- citywide arterials $5,800,000 all Irrigation Lines & Heads Replacement $2,220,000 all
Adeline/Alcatraz Right of Way Landscaping $400,000 3
ADA Pathways, buildings, parking areas, etc. $10,770,426 all Parks (General) Projects Total $19,190,426
Parks (Specific)
Aquatic Park

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Internal
Project 2024 Cost
Estimate District
Repair failing tide tubes throughout park $4,000,000 2
East side storm water infrastructure / drainage $5,270,000 Pathways/lighting $3,160,000 2
Irrigation lines & heads replacement $1,270,000 2
Dreamland Renovation $2,500,000 2
Charlie Dorr Mini Park
Renovation of play equipment 2-5 $530,000 2
Codornices Park
Renovation of lighting, pathways $950,000 6
Renovation of play equipment (2-5) $530,000 6
Renovation of play equipment (5-12) $530,000 6
Contra Costa Rock Park
Pathways $110,000 5
Cragmont Rock Park
Lighting, pathways and stone work $320,000 6
Renovation of basketball court $220,000 6
Dorothy Bolte Park
Pathways, picnic, retaining walls, sidewalks $430,000 5 Frederick Mini Park
Pathways $60,000 5
Retaining walls $220,000 5
Glendale LaLoma Park
Replace pathways, parking lot, ADA and lighting $1,580,000 6 Renovate play equipment (2-5) $530,000 6
Renovate play equipment (5-12) $530,000 6
Great Stoneface Park
ADA pathways $30,000 5
Greg Brown Park
Renovation of basketball court $270,000 3
Renovate play equipment (2-12) $690,000
Grizzly Peak
Renovation of basketball court $200,000 6
Pathways $60,000 6
Grotto Rock Park
ADA and pathways $60,000 5
Grove Park
Field lights and standards $400,000 3
Harrison Park
Reconfigure skate element $80,000 1
Skate Park large bowl improvements $110,000 1
Haskell-Mabel Mini Park
Lighting/ Drainage $70,000 2
Indian Rock Park
Pathways east side $60,000 5
James Kenney Park

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Internal
Project 2024 Cost
Estimate District
Renovation of Virginia Entrance $530,000 1
Renovation of ballfield, lighting, irrigation and ADA dugouts $1,270,000 1 Skate spot Construction $860k 1
ADA Access to Courtyard Restroom $160,000 1
Tennis Court Lights and Fixtures $25,000 1
John Hinkel
Park pathways $850,000 5
Live Oak Park
Lighting improvements on pathways $200,000 5
Establish irrigation/new artificial turf in South field $530,000 5 Renovation of basketball courts and drainage $950,000 5 Mortar Rock
Pathways and stone work $30,000 5
Ohlone Park
Pathways and lighting $740,000 1/4
Par Course $130,000 1/4
Renovate play equipment (near BB Courts) 2-5 Play Equipment $530,000 1 Renovate play equipment (near Grant) 5-12 Play Equipment $120,000 1 Prince St Totlot
Renovate play equipment (2-5) $370,000 3
Remillard Park
Renovate play equipment (5-12) $370,000 6
San Pablo Park
Regrading, drainage and irrigation of Fields 1, 2 and 3 $1,480,000 2 Santa Fe Right of Way
Trackbed to Park Project - 4 blocks ($5M in grant funding) $3,150,000 2 Shorebird Park
2-12 Play Structure Replacement $790,000 2
Sixty-Third Street Mini-Park
Renovate play equipment (2-5) $270,000 3
Strawberry Creek Park
Pathways and lighting $220,000 2
Terrace View Park
Phase 2- Middle: ADA, pathways and play equipment $1,370,000 6 Tom Bates Regional Sports Complex
Fieldhouse, Restroom, Pickleball Courts & 10U Soccer ($3.4M T1, $457k PT funding) $3,900,000 1
North Youth Soccer Field / Pickleball Courts $410,000 1 South Restroom (Does Not Exist) $330k 1
South Parking Lot paving $1,270,000 1
North Parking Lot pavement and drainage $1,580,000 1
Willard Park
Tennis Court Lights and Fixtures $25,000 8
Practice Wall Area/ Pathways $160,000 8
Parks (Specific) Projects Total $46,200,000

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Internal
Project 2024 Cost
Estimate District
Park Restrooms
Parks Box Restrooms (3 parks: Cedar Rose, Live Oak, Codornices, $400K/each) $1,270,000 1/2/6/8 Renovation of restroom/building (2 parks: Cragmont Rock, Glendale LaLoma $500K/each) $1,060,000 6
New restrooms (5 parks > 1 acre: James Kenney, Aquatic Park South, Civic Center Park, King School Park, John Hinkel) $2.63M 1/2/4/5
Restrooms Total $2,330,000
PRW-Grand Total $224,611,785
Parks $77,685,426
Waterfront (see next page) $131,436,359
Pools $7,600,000
Camps $7,890,000

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Waterfront - Unfunded Capital & Major Maintenance Needs (as of May 2024)
Amenities/Projects 2024 Cost
Estimate
Inner Harbor (Revenue Generating Assets)
Finger Dock Replacements $1,600,000
Timber Pile Replacement (on L, M, N, O&K) $4,400,000
F&G Dock Redecking $500,000
Inner Harbor Basin Dredging $3,000,000
J-Dock Replacement $11,500,000
L-Dock Major Maintenance (Floats, Decking, Waler) $1,682,000 M-Dock Major Maintenance (Floats, Decking, Waler) $1,622,000 N-Dock Major Maintenance (Floats, Decking, Waler) $500,000 O-Dock Major Maintenance (Floats, Decking, Waler) $3,140,000 K-Dock Major Maintenance (Floats, Decking, Waler) $1,120,000 Inner Harbor Subtotal: $29,064,000
Cesar Chavez Park
Interior Pathways Improvements and Amenities - Phase 2 $2,900,000 Master Plan $1,000,000
Cesar Chavez Park Pathways Subtotal: $3,900,000
Parking Lots
F & G Lot Reconstruction $950,000
O Lot Reconstruction $1,010,000
J & K Lot Reconstruction $1,060,000
Launch Ramp Lots Reconstruction $2,030,000
L & M Lot Reconstruction $1,320,000
Marina Blvd On-Street Parking (South of Virginia Street Extension) $2,100,000 199 Seawall Parking Lot $4,000,000
South Cove West Parking Lot ($1.5M funded by SCC grant) $210,000 Parking Lots Subtotal: $12,680,000
Streets
Seawall Drive Reconstruction - North of University Avenue Segment $790,000 Waterfront Entrance Kiosk Building on University Avenue $527,000 Seawall Drive Improvements (South of University Ave Segment) $3,400,000 Streets Subtotal: $4,717,000
Shorelines/Pathways/Pier
Marina Blvd Resilient Shoreline & Public Access Improvements (Trail from CCP to Roundabout) $4,000,000
University Ave Shoreline and Habitat Resiliency Project $4,040,000 Inner Harbor Basin Northeast Sea Level Rise Improvement $3,220,000 199 Seawall Lot Eastern Shoreline Failure Repair $1,000,000 Existing Infrastructure in Need of Replacement/Major Maintenance

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Amenities/Projects 2024 Cost
Estimate
Bay Trail Improvements (Adventure Playground to Pier Plaza) $1,800,000 Berkeley Pier Renovation (including restroom) $37,381,500 Shorelines Subtotal: $51,441,500
South Cove Area
South Cove Sailing Basin Boating Access Dredging (ROM) $14,500,000 South Cove Seawall Replacement $5,500,000
South Cove Area Subtotal: $20,000,000
Buildings (Not in Lease Agreements)
Shorebird Nature Center-classroom (K) $105,000
125-127 University Improvements $1,300,000
O, LM, FGHI, DE Restrooms Structural Improvements $2,100,000 199 Seawall Building Priority Structural Repair $1,750,000 K Dock restroom renovation (Measure T1 funding: $510k) $110,000 Buildings Subtotal: $5,365,000
Emergency Response Supporting Infrastructure
Secondary Fire Water Loop $1,953,000
Emergency Response Subtotal: $1,953,000
ADA Needs (Waterfront facilities)
Waterfront facilities ADA needs $2,315,859
ADA Needs Subtotal: $2,315,859
Total Unfunded Projects Needs: $131,436,359
New Capital Projects in Planning/Design (not all existing infrastructure) Preferred Plan - Berkeley Pier with Ferry Access Project Non-Motorized Watercraft Access Point $1.5M
Restroom Plaza & Pier Entrance Facility $1.2M
Bay Trail Improvements (Adventure Playground to Pier Plaza)* $1.8M Seawall Drive Improvements (South of University Ave Segment)* $3.4M Public Transit and Active Transportation Improvements on University Ave (Roundabout to Pier) $1.1M
199 Seawall Parking Lot - Amphitheater/Event Stage $1M
199 Seawall Parking Lot* $4M
Dual-Purpose Pier with Ferry Access** $5M to $69.5M
Recently Funded by State Coastal Conservancy and ACTC grants, and WETA Contribution ($11.1M)
Berkeley Pier with Ferry Access Project Subtotal*: $19M to $72.4M

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Amenities/Projects 2024 Cost
Estimate
Bike Park at University Ave. $2M
*Existing infrastructure, also included in list above.
**Actual City cost to be determined by future grants and WETA contribution

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Internal
Department of Parks, Recreation & Waterfront
5-Year Financial Plan - Marina Fund (825/608)
May 2024
Description / Account 2020 2021 FY 2022 FY 2023 FY 2024 Projected
FY 2025
Proposed
FY 2026
Proposed
FY 2027
Projected
FY 2028
Projected
FY 2029
Projected
Beginning Fund Balance (825-9701-399.99-01) 3,503,847 3,151,380 5,461,419 4,520,155 3,627,565 723,607 (703,810) (1,671,630) (2,322,241) (3,110,735) Revenues
Interest Invest Pool (825-3302-361.30-01) 42,706 802 9,266 97,532 48,221 2,000 2,000 25,000 25,000 25,000 Marina Benches / Trees (825-5902-368.20-01) 3,400 0 27,200 20,400 10,200 6,800 6,800 6,800 6,800 6,800 Sewer Service/Marina (825-5903-344.20-41) 3,750 3,850 3,974 3,876 3,973 4,072 4,174 Live Aboard Fees (825-5903-347.41-38) 259,664 256,143 266,631 252,017 261,468 268,004 274,704 274,704 274,704 274,704 Launch Ramp (825-5903-347.60-02) 129,657 121,220 95,360 98,150 80,996 83,021 85,097 87,224 89,405 91,640 Dry Storage (825-5903-347.60-07) 105,928 105,671 109,737 114,704 170,460 170,460 174,722 174,722 174,722 174,722 Charter Boat Fees (825-5903-347.60-11) 113,012 66,935 98,469 98,179 105,549 108,187 110,892 113,664 116,506 119,419 Locker Rentals (825-5903-347.60-03) 9,523 20,773 24,609 24,567 20,000 20,500 21,013 21,538 22,076 22,628 EV Charging Stations (825-5903-347.60-05) 2,380 1,946 3,686 6,388 6,547 6,711 7,047 7,399 7,769 8,157 Miscellaneous (825-5903-347.60-99) 37,304 105,389 29,320 43,809 53,394 54,462 54,462 57,185 60,044 63,047 Fines & Penalties (825-5903-353.47-01) 76,835 64,319 66,758 61,298 86,150 86,150 86,150 86,150 86,150 86,150 Marina Leases 1,806,344 1,186,077 1,583,795 1,922,308 2,415,443 2,168,149 2,559,875 2,855,473 2,884,028 2,912,868 Berth Rentals (825-5903-347.60-01) 3,420,177 3,443,688 3,493,497 3,615,881 3,802,032 4,059,020 4,369,929 4,587,136 4,701,814 4,819,359 Special Event / Filming Fees (825-5901-347.60-99) 5,665 5,665 75,000 75,000 75,000 25,000 25,000 Playground Svc Fees (825-5904-347.30-04) 8,848 (605) (105) 28,411 35,000 35,000 35,000 40,000 40,000 40,000 Nature Center Fees (825-5904-347.39-12) 9,240 14,071 15,000 15,000 15,000 20,000 20,000 20,000 Insurance Claims (825-5903-360.99-25) 15,977
Transfer from ARPA Fund 1,400,000 1,150,000
Subtotal, Revenues 6,131,825 8,376,115 7,212,176 7,573,232 7,120,098 7,162,537 7,881,864 8,431,995 8,534,018 8,689,494 Expenditures
Personnel 3,142,775 3,220,688 3,352,407 3,803,365 3,738,231 4,402,086 4,491,401 4,626,143 4,764,927 4,860,226 Non-Personnel (excludes debt svc & capital) 1,930,250 1,841,572 2,120,261 2,540,398 2,692,718 3,102,149 3,272,564 3,370,744 3,471,866 3,576,022 Capital Projects 782,038 345,016 2,038,295 1,437,600 2,733,078 350,000 350,000 350,000 350,000 350,000 Minor Maintenance 143,510 173,082 156,760 198,741 374,310 250,000 250,000 250,000 250,000 250,000 Principal Payment (825-5903-450.82-10) 180,579 188,059 197,546 206,639 216,150 225,371 236,472 247,357 258,742 270,049 Interest Payment (825-5903-450.82-25) 305,140 297,660 288,173 279,080 269,569 260,348 249,247 238,362 226,977 215,670 Subtotal, Expenditures 6,484,292 6,066,076 8,153,441 8,465,822 10,024,056 8,589,954 8,849,684 9,082,606 9,322,512 9,521,967 Operating Income / (Loss) (352,467) 2,310,039 (941,264) (892,589) (2,903,958) (1,427,417) (967,820) (650,610) (788,494) (832,473) Ending Fund Balance 3,151,381 5,461,419 4,520,155 3,627,565 723,607 (703,810) (1,671,630) (2,322,241) (3,110,735) (3,943,207) Reserve Rate 51% 65% 63% 48% 10% -10% -21% -28% -36% -45%

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Internal

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Internal
Notes:
5) Non-Personnel escalates by 3% starting in FY27.
4) FY24 Personnel projected to be lower than revised budget due to temp cost shifts of capital and landscape staff to CIP Fund and Parks Tax. Costs restored in FY25. 3) Marina lease revenue est. began recovery in FY22, but not expected to return to baseline levels until FY26. Temporary bump in FY24 projected due to payment timing issues. 4% growth in leases is projected in FY25 and FY26 (reflecting Doubletree/Skates recovery and potential 199 Seawall lease by FY26), falling to 1% growth after that. 2) Berth rental revenue projected to grow at 2.5%/year in FY25 and FY26 with approved fee increases, plus an additional 2.5% in FY26 for new D&E docks coming online. Occupancy is projected to grow at 2%/year. 1) Berth rental revenue is projected to increase in FY24 to $3.8M based on higher occupancy rates. 8) Capital in FY27-9 estimated at $350k/year; and $250k/year for minor mtc. 7) Capital includes in FY25 includes $210k to complete South Cove West Parking Lot and $140k for piling replacements on J Dock; FY26 includes $110k to complete K Dock restroom renovation and $240k for 199 Seawall beam/structural design.
6) No new debt service charges, since City funded D&E dock replacement with internal loan.

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Internal
Department of Parks, Recreation & Waterfront
5-Year Financial Plan - Parks Tax Fund (138)
05/21/24
Description / Account 2020
Actual
2021
Actual
FY 2022
Actuals
FY 2023
Actuals
FY 2024
Projected
FY 2025
Proposed
FY 2026
Proposed
FY 2027
Projected
FY 2028
Projected
FY 2029
Projected
Beginning Fund Balance (450-9701-399.99-01) 7,080,688 6,295,912 4,394,403 4,865,533 7,544,474 4,471,517 3,195,739 1,590,149 2,206,548 2,822,076 Revenues
Interest Investment Pool 72,290 1,254 9,743 123,673 69,430 2,000 2,000 25,000 25,000 25,000 Sidewalks (450-3502-341.62-02)
Tax Revenue (450-5801-312.02-00)(1)
13,890,512 14,507,783 15,787,443 16,951,654 17,633,684 18,297,945 18,663,904 19,037,182 19,417,925 19,806,284 Lease Rents (various, misc.) 23,006 14,562 29,432 24,749 20,000 20,000 20,000 20,000 20,000 20,000 Other City Expense (450-5801-368.99-99) 0
Misc. (Rental Insurance, Tree Donation, etc.) 13,123 6,498 4,616 9,974 Park & Rec Fees (450-5803-347.40-01) (pk reserv) 19,136 55,376 191,092 197,322 183,750 187,425 191,174 194,997 198,897 202,875 Park & Rec Fees (450-5803-347.40-02) (spec event) 0 0
Bid Package (450-5803-347.42-02) 0 0
Park Bench Donation (450-5808-368.20-01; 20-02) 7,500 0 71,042 14,405 CIP Bid Package (450-5849-361.30-01) 0 0
Insurance Payments (450-5850-360.99-25)(2)
148,707 138,116
Subtotal, Revenues 14,025,567 14,734,180 16,093,369 17,459,892 17,906,864 18,507,370 18,877,077 19,277,179 19,661,822 20,054,159 Expenditures
Personnel 9,353,448 9,304,595 9,407,857 9,586,570 10,988,313 11,359,943 11,642,546 12,151,102 12,394,124 12,642,007 Non-Personnel(3)
3,291,556 3,328,630 3,346,524 3,546,259 4,259,290 4,383,205 4,750,121 4,874,677 4,972,171 5,071,614 Minor Maintenance 969,195 410,646 318,951 577,436 691,842 475,000 500,000 525,000 550,000 575,000 Capital Projects (Dept/Div 5849-5850)(4)
1,196,145 3,591,818 2,548,907 1,070,686 5,040,375 3,565,000 3,590,000 1,110,000 1,130,000 1,150,000 Subtotal, Expenditures 14,810,344 16,635,688 15,622,239 14,780,951 20,979,821 19,783,148 20,482,667 18,660,780 19,046,295 19,438,621 Operating Income / (Loss) (784,777) (1,901,509) 471,130 2,678,941 (3,072,957) (1,275,779) (1,605,589) 616,399 615,527 615,538 Ending Fund Balance 6,295,912 4,394,403 4,865,533 7,544,474 4,471,517 3,195,739 1,590,149 2,206,548 2,822,076 3,437,613 Reserve Rate 44.89% 29.82% 30.23% 43.21% 24.97% 17.27% 8.42% 11.45% 14.35% 17.14% Revenues
1) Tax revenue increases by CPI/PIG of 2% starting in FY26. 2) Park reservations increase 2% starting in FY25.

Expenditures
1) FY24 Personnel includes revised + 2 LGs cost-shifted from Marina Fund + capital staff defaults. 2) FY24 Non-Personnel includes $110k in increased cost for utilities; FY25 Non-Personnel reduced by $219k from one-time FY24 costs (vehicles/equipment). 3) FY25 and beyond personnel assumes Marina cost shifts are removed (WF LGs charged to MF). 4) FY25 includes $475k in minor mtc, escalating by $25k/year. 5) FY25 capital includes $3.565M in FY25 for MLK YAP and $3.59M in FY26 for Tom Bates Fieldhouse/Restroom/Pickleball/Soccer.

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Category of Spending FY 2024 Preliminary Estimate FY 2025 Estimate FY 2026 Estimate
FY 2027
Estimate
FY 2028
Estimate
FY 2029 Estimate
Revenues
Beginning Fund Balance 19,887,422$ 5,583,073$ 2,355,308$ (4,238,005)$ (13,388,947)$ (18,001,799)$ Measure P Revenues* 6,500,000$
6,199,580$ 6,509,559$ 6,835,037$ 7,176,789$ 3,588,395$ Total Revenues and Balance of Funds 26,387,422$
11,782,653$ 8,864,867$ 2,597,032$ (6,212,158)$ (14,413,405)$ LESS: Total Expenses 20,804,349$
9,427,345$ 13,102,872$ 15,985,979$ 11,789,641$ 12,293,188$ Personnel Costs (1) 530,359$ 780,206$ 842,623$ 910,032$ 982,835$ 1,061,462$ CMO: Homeless Services Coordinator Staffing/Infrastructure 202,899$ 219,131$
236,661$ 255,594$ 276,042$ 298,125$ HHCS: Community Services Specialist II Staffing/Infrastructure -$ -$
-$
-$
-$
-$

HHCS: 50% Senior Management Analyst Staffing/Infrastructure 116,560$ 125,885$
135,956$ 146,832$ 158,579$ 171,265$ HHCS: 2 Year Limited Term Community Services Specialist II Staffing/Infrastructure 17,459$ 226,274$
244,376$ 263,926$ 285,040$ 307,843$ Non-Personnel Costs/ Program Expenses 20,273,990$ 8,647,139$ 12,260,250$ 15,075,947$ 10,806,806$ 11,231,727$ Fire: 5150 Response & Transport - Measure P portion of contract Immediate Street Conditions and Hygiene 1,321,605$ 814,302$
814,302$ 814,302$ 814,302$ 1,321,605$ Dorothy Day House Shelter Emergency Shelter
566,000$
580,150$
594,654$ 609,520$ 624,758$ 640,377$ Dorothy Day House Drop In Immediate Street Conditions and Hygiene 182,000$
205,916$
BACS Pathways STAIR Center Emergency Shelter
2,499,525$
2,002,768$ 2,002,768$ 2,002,768$ 2,002,768$ 2,499,530$ BACS Coordinated Entry System (BACS HRC & Shallow Subsidies) Immediate Street Conditions and Hygiene 829,498$ 1,235,411$ 1,235,411$ 1,235,411$ 1,235,411$ 1,235,411$ BACS Permanent Housing Subsidies / Shallow Subsidies Permanent Housing 1,600,000$ No Place Like Home - Scattered Unit Supportive Services Permanent Housing 105,000$ 105,000$ No Place Like Home - Scattered Unit Supportive Services 138,800$ 138,800$ 43,800$

LifeLong Medical - Maudelle Shirek Affordable Housing (NPLH) 15,300$ 61,200$
61,200$ 61,200$ 61,200$ 61,200$

Insight Housing Hope Center (NPLH) Permanent Housing 95,000$ 95,000$

Insight Housing - Men's Housing Program Emergency Shelter 170,502$ 170,502$
Anti-Displacement Programs (Legal Assistance, Housing Retention Program, Flexible Housing Funds) (100k to BACS HRC; 275K to EDC and remaining to EBCLC
) - to be funded by U1 in FY 24
Homelessness Prevention -$
-$
-$
-$
-$
-$

BDIC Locker Program Immediate Street Conditions and Hygiene 50,000$ -$
-$
-$
-$

LifeLong Medical - Street Medicine Immediate Street Conditions and Hygiene 525,001$ 525,000$
525,000$ 525,000$ 525,000$ 525,000$ YSA Tiny Home Emergency Shelter 78,000$
-$

DBA- Homeless Outreach Worker Immediate Street Conditions and Hygiene 40,000$ 40,000$
40,000$ 40,000$ 40,000$ 40,000$

Downtown Streets Team Immediate Street Conditions and Hygiene 225,000$ 225,000$
225,000$ 225,000$ 225,000$ 225,000$ Shelter at 1720 San Pablo Ave Lease Emergency Shelter 908,796$ 935,160$
962,315$ 990,284$ -$
-$

Dorothy Day House Berkeley Emergency Storm Shelter (Winter Shelter) Emergency Shelter 350,000$ 358,750$
367,719$ 376,912$ 386,335$ 395,993$ Dorothy Day House - Inclement Weather Shelter Emergency Shelter 412,185$ -$
-$
-$

Dorothy Day House Beyond Horizon - 1720 San Pablo Avenue - Supportive Serv Emergency Shelter 950,000$ 950,000$ 950,000$ 950,000$ -$ -$ 1367 University Avenue Step Up Housing Project* Permanent Housing 1,066,027 1,092,678 1,119,995 1,147,995 Russell Street Residence Acquisition Permanent Housing 4,500,000$ -$
-$
-$
-$
-$

Training and Evaluation Staffing/Infrastructure 133,334$ 133,334$
133,334$ 133,334$ 133,334$ 133,334$ Homeless Response Team Immediate Street Conditions and Hygiene 920,085$ 690,064$
690,064$ 690,064$ 690,064$ 690,064$ Berkeley Relief Fund Homelessness Prevention -$
-$
-$
-$
-$
-$

Portable Toilets Immediate Street Conditions and Hygiene 96,000$ 96,000$
96,000$ 96,000$ 96,000$ 96,000$

Old City Hall Sprinkler system Emergency Shelter 400,000$

One-Time Use of Measure P for Nexus Community Programs Permanent Housing 578,164$ -$
-$
-$
-$
-$

One-Time Use of Measure P for Nexus Community Programs Immediate Street Conditions and Hygiene 976,207$ -$
-$
-$
-$
-$

One-Time Use of Measure P for Nexus Community Programs Emergency Shelter 882,480$ -$
-$
-$
-$
-$

One-Time Use of Measure P for Nexus Community Programs Staffing/Infrastructure 23,837$ -$
-$
-$
-$
-$

One-Time Use of Measure P for Nexus Community Programs Homelessness Prevention 262,215$ -$
-$
-$
-$
-$

Expand the scope of services for the Downtown Streets Team to address the need for enhanced services around commercial and industrial areas in the Gilman District twice weekly
Immediate Street Conditions and Hygiene 50,000
$
-$
-$
-$
-$
-$

Reimagining Public Safety: Funding to organizations for Respite from Gender/Domestic Violence
Emergency Shelter 220,000
$
-$
-$
-$
-$
-$

1654 5th Street Operations Emergency Shelter -$
-$
-$
-$
-$
-$

701 Harrison Transition - Site Security Emergency Shelter 88,000$ -$
-$
-$
-$
-$

Public facilities improvement Staffing/Infrastructure -$ -$
-$
-$
-$

Encampment Resolution Fund 2 Awarded Grant Match- Super 8 Emergency Shelter -$ -$
2,496,456$ 2,527,538$ -$
-$

HCEB Contract- Interim Housing at Rodeway Inn 1,925,256$

Encampment Resolution Fund 3 Tentative Grant Match 2,567,136$ 2,608,840$ Fiscal Year Surplus (Shortfall) (14,304,349)$ (3,227,765)$ (6,593,313)$ (9,150,942)$ (4,612,852)$ (8,704,794)$ Ending Fund Balance 5,583,073$
2,355,308$ (4,238,005)$ (13,388,947)$ (18,001,799)$ (26,706,593)$ Notes:
(1) Personnel Costs from FY 2025 to FY 2029 assumes an 8 percent increase for increased pension costs

TRANSFER TAX -- MEASURE P PROGRAM LONG-TERM FORECAST-----DRAFT

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Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: http://www.CityofBerkeley.info/Manager April 25, 2023
To: Honorable Mayor and Members of the City Council
From: Dee Williams-Ridley, City Manager
Submitted by: Peter Radu, Assistant to the City Manager, Neighborhood Services Lisa Warhuus, Director, Health, Housing and Community Services Josh Jacobs, Homeless Services Coordinator, Neighborhood Services Subject: Measure P and Impact on Homeless Services in Berkeley This memo gives an overview of the City’s implementation thus far of Measure P, a 2018 ballot measure dedicated toward homeless services in Berkeley. Staff are planning to provide FY24 mid-cycle Measure P budget recommendations to the Budget and Finance Policy Committee on April 27, 2023; in advance of that Committee meeting, this memo provides the Council with a broader overview of the history, expenditures, and accomplishments of the Measure to date.

Measure P, a real property transfer tax that has provided approximately $15 million in funding annually (revenues, which have ranged from ~$9M to ~$20M, fluctuate greatly with market conditions) for general municipal purposes such as navigation centers, physical and mental health supports, rehousing and other services for unhoused people living in Berkeley. Measure P w ent into effect on January 1, 2019 and will sunset on January 1, 2029. As this report demonstrates, the funds have had a significant impact on homeless services in the City of Berkeley through supporting permanent housing, immediate street conditions and hygiene, homelessness prevention, and emergency shelter.

The City is using funding from Measure P to establish new permanent housing, address immediate street conditions and hygiene, prevent households from becoming homeless and provide emergency shelter and temporary accommodation. Importantly, Measure P is not the City’s only funding for homeless services; while a significant source, it leverages millions of dollars in other State and Federal resources . In FY2022, the latest year for which actuals are available, t he City spent $30.7M on homelessness, with Measure P accounting for $15.7M (51%) of that total . Staff are working on options for creating a comprehensive homeless system dashboard that will provide greater insight into the City’s broader portfolio of services, but broader homeless system performance is beyond the scope of the current report. With this in mind, t he following chart shows the amount of Measure P allocated to each category of homeless service in FY23:

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April 25, 2023

BALLOT MEASURE
Measure P provides around $10 million of funding annually from real property transfer taxes to pay for homeless services. Berkeley voters passed Measure P in November 2018 with 72.4% approval. The original ballot question read:

PROGRESS ON HOMELESS SERVICES PROJECTS
Permanent Housing
Measure P funds eight permanent housing projects including 95 new units for individuals/families. These projects provide immediate housing and supportive services for single adults and families that were formerly homeless . Services provided include housing retention services and mental health treatment. The City anticipates spending $9.15 million in Measure P funding on permanent housing in the current fiscal year. $7.38
$2.46
$4.91
$9.15
$0.00 $2.00 $4.00 $6.00 $8.00 $10.00
Emergency Shelter
Homelessness Prevention
Immediate street conditions and hygiene
Permanent Housing
Millions
$0.02
$0.05
$0.06
$0.07
$0.09
$0.10
$0.10
$0.16
$8.50
$- $2.00 $4.00 $6.00 $8.00
Bonita House Case Management Tied to Permanent Housing
Toolworks Supportive Housing
LLMC Supportive Housing Program UA Homes
Hope Center
BOSS Case Management Tied to Permanent Housing
BFHP Case Management Tied to Permanent Housing
WDDIC Case Management Tied to Permanent Housing
LLMC Case Management Tied to Permanent Housing
Project Homekey Reservation (Round 3)
Millions

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April 25, 2023
The HomeKey Reservation leverages State HomeKey funding which, if awarded this summer, will bring 42 new units of permanent supportive housing targeted towards serving the most vulnerable in our community by converting an existing motel into new units. The Rodeway Motel on University Avenue is the designated site for the application to the State and is currently being used as a non -congregate shelter. Per Stat e requirements, all referrals for the new units will go through the Coordinated Entry System.

The Hope Center, run by Berkeley Food and Housing Project, includes 53 new units of permanent supportive housing , 32 shelter beds (COVID census is 16 beds) , and 12 transitional housing beds to Berkeley. The funding from Measure P will provide support services to permanent residents in the building. Because of leveraged funding sources, all referrals for the new units go through the Coordinated Entry System.

Measure P funds will also support tenants living in No Place Like Home (NPLH) units.

The NPLH program provides a housing subsidy for people with a mental illness experiencing homelessness. The NPLH program requires the City to commit to providing mental health services for residents for at least 20 years. The Measure P funding provides supportive services at the Hope Center and will support eligible households at two additional housing projects, once completed.

Measure P will also support community agencies providing homeless services with $2.7 million in surplus funds for Fiscal Year 2023-24. The remaining seven permanent housing projects are part of th is one-time nexus funding for community homeless programs.

Programs previously funded with general fund dollars that were providing homeless services before Measure P was enacted are now being funded for one year by Measure P revenue to balance the Fiscal Year 2023 -24 budget. These projects account for $578,164 of the $9.15 million permanent housing portfolio.

Please note that the Step-Up Housing Project, operated by Building Opportunities for Self Sufficiency, will come online in FY24. The anticipated Measure P expenditure is $539,330 for the first year of opera tions and $ 1,040,027 for the second year . The project will increase in cost by approximately 2.5% each year thereafter. The program will bring an additional 39 new units of permanent supportive housing targeted towards serving the most vulnerable in our community. All referrals for the new units will go through the Coordinated Entry System.

Immediate street conditions and hygiene
Measure P funds will support seventeen projects aimed at addressing immediate street conditions and hygiene. These projects address the immediate needs of persons currently living on the streets or in vehicles. The projects provide a range of services, including mental health crisis response, lockers, outreach workers, and portable toilets, as well as drop-in services such as showers and laundry, food, case management, and

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April 25, 2023
help obtaining documents for social services and to people moving into housing. The City anticipates spending $4.91 million in Measure P funding on these services through June 2023.

Funding for t he City of Berkeley’s Homeless Response Team, Downtown Business Association’s Homeless Outreach Worker, Downtown Streets Team ’s Street Outreach and Outreach expansion provide street outreach workers and supportive staff to address the immediate street conditions and needs of residents currently living outside. The teams assist participants in being assessed for shelter and housing ultimately allowing households to move indoors. The teams make referrals to housing opportunities, provide immediate necessities, and provide supportive services to participants where they are.

Participants are among the over 800 identified unsheltered ho useholds living on the streets of Berkeley on any given night. As of this writing, the Homeless Response Team has made over 500 offers of shelter with 43% of those offers accepted.

The Berkeley Trust Clinic, to be operated by LifeLong Medical Care, will be located at the Ann Chandler Clinic at 830 University. Clinic staff will work closely with LLMC street health teams and Berkeley homeless service providers to link unhoused individuals with primary care and psychosocial services. The Trust Clinic will of fer drop in and scheduled appointments, access to behavioral health services, support for social services needs and access to on-site showers, clothing, food and other resources. In addition to individual medical and mental health appointments, the clinic will offer a variety of group services. $0.04
$0.05
$0.05
$0.05
$0.10
$0.18
$0.23
$0.53
$0.92
$0.15
$1.32
$0.33
$0.01
$0.04
$0.05
$- $0.50 $1.00 $1.50
Homeless Outreach Worker
Locker Program
Downtown Streets Team
Expansion of the Downtown Streets Team
Portable toilets
Drop-in Services
Street Outreach
Street Medicine - Berkeley Trust Clinic
Homeless Response Team
North County Housing Resource Center - Coordinated…
5150 Response and Transport
Equitable Clean Streets
The Suitcase Clinic
Daytime Drop-In
Daytime Drop-In Services
Millions

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April 25, 2023
5150 Response and Transport provides emergency medical services to individuals that are experiencing a mental health crisis. They serve on average 88 participants a month or around 1,000 clients per year. Drop-in Services offered by Dorothy Day House provide food and supportive services during the day. Participants include both sheltered and unsheltered homeless households. The Berkeley Drop -in Center’s locker program provides low-barrier, secure storage for the possessions of homeless persons residing in Berkeley 5 days a week . The program serves around 78 clients annually. The City of Berkeley also provides portable toilets throughout the city to ensure our residents have an appropriate place to relieve th emselves and promotes equitable street cleaning practices through biweekly (once every two weeks) cleanings of populated encampment sites in Berkeley and adjacent residential neighborhoods.

North County Housing Resource Center - Coordinated Entry is the systematic approach designed by our community to ensure the highest needs unsheltered individuals in Berkeley receive necessary services and interventions to promptly end their homelessness. Coordinated Entry resources include problem solving with participants to utilize all resources available to them, assessing participants for vulnerabilities to make appropriate referrals to programs that match individual needs, and housing navigation to assist clients matched to housing resources with leasing up in their unit.

The remaining five immediate street conditions and hygiene projects are part of the one- time nexus funding for community homeless programs. These projects account for $976,207 of the $4.91 million immediate street conditions and hygiene portfolio.

Emergency Shelter
Measure P also funds eleven projects that provide 168 new immediate shelter beds and supportive services for a range of adults, including transitional-age youth, those seeking to move out of encampments, and others. Support services include shelter, transitional housing, and housing navigation. The City anticipates spending $7.38 million in Measure P funding on these services through June 2023.

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All of the city’s emergency shelters serve clients that had formerly been living outdoors.

The Berkeley Emergency Storm Shelter provides 19 beds from October through April to provide relief from inclement weather or other natural events , and an inclement weather shelter at the North Berkeley Senior Center (which opens when the overnight lows dip to 45 degrees or below and/or there is a 50% or greater chance of rain) also provide d additional emergency, overnight capacity for as many as 80 unsheltered individuals through April 15. Beyond the Horizon is a non-congregate shelter that provides 27 motel rooms to encampment residents through a master lease with the Berkeley Inn. This non- congregate shelter has been integral in addressing homeless encampments by providing low-barrier shelter access to individuals referred by the Homeless Response Team . All three of these shelters are operated by Dorothy Day House. The Tiny Home Village, run by Youth Spirit Artworks, serves approximately ten transition age youth at a site in Oakland. The Pathways STAIR Center, run by Bay Area Community Services, has 45 beds, though they are currently only able to serve 32 clients at a time due to COVID -19 restrictions. The Pathway STAIR Center budget includes housing navigation services and rapid rehousing funds to help people move into permanent housing.

The remaining seven emergency shelter projects are part of the one-time nexus funding for community homeless programs. These projects account for $ 882,480 of the $ 7.38 million emergency shelter portfolio. Please note that the Berkeley Emergency Storm Shelter receives $30,101 from nexus funding and $ 216,201 in new Measure P funding.

This additional funding allowed BESS to expand its operations from an inclement weather shelter to a nightly shelter that operates 24/7.

Homelessness Prevention
Measure P funds will also target nine programs to prevent homelessness through legal assistance, housing retention services, and flexible housing funds. These direct $0.08
$0.41
$0.22
$0.22
$0.57
$1.50
$1.01
$2.50
$0.03
$0.05
$0.05
$- $0.50 $1.00 $1.50 $2.00 $2.50 $3.00
Tiny Home Village
Inclement Weather Shelter
Berkeley Emergency Storm Shelter
Gender based violence
Emergency Shelter
Beyond Horizon Shelter
Horizon Shelter
Pathways STAIR Center
Berkeley Emergency Storm Shelter
Transitional Housing and Case Management
Ursula Sherman Village Families Program
Millions

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April 25, 2023
interventions help individuals or families who can immediately avoid homelessness. The City anticipates spending $2.46 million on these services through June 2023.

The BACS, EDC, and EBCLC prevention programs target households that need legal assistance, flexible housing funds, or other interventions in order to remain housed. Due to the COVID pandemic, the Housing Retention Pr ogram was expanded to support households impacted by COVID-19 as well as households needing one-time support.

The remaining four homelessness prevention projects are part of the one -time nexus funding for community homeless programs and support payee services, mainstream benefit enrollment, and SSI advocacy. These projects account for $262,215 of the $2.46 million homelessness prevention portfolio.

Other Measure P Expenditures
Measure P funds also support key infrastructure necess ary to maintain and support homeless services. This category includes city staff working directly on homelessness programming, training and evaluation, and program assessment s. The City anticipates spending $715,847 of Measure P funding on these services through June 2023. $0.10
$0.28
$0.28
$0.25
$1.30
$0.03
$0.05
$0.07
$0.11
$- $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40
BACS Anti-Displacement Programs
EDC Anti-Displacement Programs
EBCLC Anti-Displacement Programs
EDC Anti-Displacement Programs (U1 replacement)
EDC housing rentention program - COVID-19
County Representative Payee Services
BOSS Representative Payee Services
Mainstream Benefit Enrollment
SSI Advocacy
Millions
$24
$100
$113
$179
$196
$104
$0 $40 $80 $120 $160 $200
EveryOne Home
911 service calls
HHCS: 50% Senior Management Analyst
Finance: Accountant II
CMO: Homeless Services Coordinator
HHCS: 2 Year Limited Term Community Services…
Thousands

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April 25, 2023
The four staffing costs include the Health, Housing and Community Services Community Services’ Specialist and Senior Management Analyst, Finance’s Accountant, and the City Manager’s Office ’s Homeless Service Coordinator . The public safety assessment will evaluate the service needs required based on 911 and non-911 calls for service, dispatch, and crisis response.

The remaining EveryOne Home consulting costs are part of the one-time nexus funding for community homeless programs. Th is project account s for $ 23,837 of the total $715,847 in other homelessness costs tied to Measure P.

Reduction in Sheltered and Unsheltered Homelessness
Berkeley conducts a Point-in-Time Count every two years which provides a snapshot of who is experiencing homelessness on any given night in our community. The most recent count was conducted in February 2022 and showed a reduction in both our sheltered and unsheltered homeless population from the previous count. Because of concerns about COVID-19, the 2021 count was postponed by a year . The previous count had been conducted in 2019.

The City of Berkeley saw a reduction of 41 sheltered and 10 unsheltered individuals from the previous count. This was the first ti me a reduction in either area was recorded since we began regularly collecting data at the city level in 2015.

As shown in the graph above, Berkeley saw a decrease in both unsheltered/sheltered homelessness while the county continued to trend upwards; growing from 5,629 in 2017 to 8,022 in 2019 and to 9,747 in the most recent count in 2022. Our investment of Measure P funding to permanent housing, immediate street conditions, prevention, and emergency shelter, all contributed to ensuring that the number of people experiencing homelessness in our community decreases over time.

FUNDS EXPENDED TO DATE

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April 25, 2023
The following chart shows the amount of funding a dopted in FY23 and FY24 in each spending category as well as projected costs for FY23 and suggested spending for FY24:

Since FY 2020, $21 .17 million has been spent in Measure P funding in the above categories listed. The FY23 -24 biennial budget allocated an additional $ 33.46 million in Measure P funding for a total of $54.63 million.

If all of staff recommendations are adopted, Measure P is currently projected to have $1.46 million in reserves by the end of FY 202 5, but then dip to a nearly $6M deficit by the time the Measure sunsets in FY2029. If interest rates, which greatly affect real estate market activity, decline in the coming years, these projections may change as revenues may come in stronger than forecasted. Alternatively, if the economy enters a recess ion, real estate activity may slow and deficit projections may worsen.

MANAGEMENT OVERSIGHT
The measure also established the Homeless Services Panel of Experts. The Panel was developed to make recommendations on how and to what extent the City should establish and/or fund programs to end or prevent homelessness in Berkeley and provide huma ne services and support. The panel is composed of members that have expertise in at least one of the following areas:

1. Development, administration, provision and/or evaluation of homeless programs in a government or non-profit capacity

2. Current or past lived experience with homelessness

3. Researching the causes, impacts and solutions to homelessness

4. State and/or local homeless policy, funding or programs $5.44
$2.16
$5.43
$2.38
$0.95
$7.38
$2.46
$4.91
$9.15
$0.72
$6.45
$1.16
$5.67
$2.92
$0.88
$7.53
$3.16
$5.50
$7.42
$1.68
$- $4.00 $8.00
Emergency Shelter
Homelessness Prevention
Immediate Street Conditions and
Hygiene
Permanent Housing
Staffing/Infrastructure
Millions
Sum of FY 2024 Staff Recs
Sum of FY 2024 Adopted
Sum of FY 2023 Projected
Sum of FY 2023 Adopted

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April 25, 2023

5. Federal homeless policy and funding administration such as the Continuum of Care Program

6. Development and financing of affordable housing for formerly homeless persons

7. Provision of mental health and/or substance use programs for homeless persons The Homeless Services Panel of Experts meets the first Wednesday of each month except for August and December. Members of the public who are interested in learning more about Measure P funds as they are allocated and expended can consult the Homeless Services Panel of Experts’ meeting agendas and materials online, and/or attend the Commission meetings.

Council will review and take action on additional funding required to reduce and address the impacts of homelessness and may continue to rely on Measure P as a source for such efforts until the measure sunsets in 2029. Additionally, it is anticipated that the State will continue to fund HomeKey projects to convert hotels/motels to permanent housing which will require match funds from the community in order to be considered as a viable application. In preparation of a new HomeKey Project, City Council authorized a funding request of up to $8.5 million likely to come from Measure P.

Information about Measure P can be found in the Bond and Revenue Measures1 section of berkeleyca.gov. Members of the public interested in learning more about the allocation and expenditure of Measure P funds can also consult the Homeless Services Panel of Experts2, refer to their meeting agendas and documents, and/or attend their meetings.

Attachments:
• Spreadsheet of Measure P projects
cc:

LaTanya Bellow, Deputy City Manager
Lisa Warhuus, Director, Health, Housing, and Community Services Matthai Chakko, Assistant to the City Manager
Mark Numainville, City Clerk
Jenny Wong, City Auditor
1 https://berkeleyca.gov/your-government/our-work/bond-revenue-measures 2 https://berkeleyca.gov/your-government/boards-commissions/homeless-services-panel-experts

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Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/ May 16, 2024
To: Honorable Mayor and Members of the City Council
From: Dee Williams-Ridley, City Manager
Subject: As shelter and permanent housing investments have incr eased,
Berkeley’s homelessness has declined
Summary
The bi-annual count of Alameda County’s homeless population sho wed that overall
homelessness – which includes those in shelters – dropped by three percent countywide since 2022, with the number of unsheltered residents decreasing by 11 percent. The City of Berkeley saw even larger decreases, with unsheltered homelessness down 45% and overall homelessness down 21%.

City staff, with the support and leadership of the City Council, have facilitated the
permanent housing of nearly 1,200 people since 2021. Among the many programs that the City administers to provide housing, support and shelter, some highlights include:
• Bringing in at least $40 million from the state to create new, non-cong regate
shelter and permanent supportive housing that has nearly doubled the shelter acceptance rate in encampments
• Launching an inter-departmental Homeless Response Team • Investing over $8M in efforts to stop homelessness before it starts through efforts that include eviction defense
This Point in Time (PIT) Count is a federal requirement for all communities receiving HUD homelessness funding, and it takes place every two years on a cold night in January. The methodology was updated slightly for this year’s PIT count. A record number of volunteers, nearly 1,300, were sent to known locations where people were experiencing homelessness throughout the County. Volunteers completed survey

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As shelter and permanent housing investments have increased, Berkeley’s homelessness has declined Ma
y 16, 2024

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questionnaires with hundreds of unhoused persons, which will provide deeper insight to community and individual needs compared to previous counts. Additionally, each city or jurisdiction set up its own PIT Count deployment, coordinating much of the preparation and volunteer recruitment.

Y
ou can
see all the data, trends and local jurisdiction data online.1 B
ackground
I
n 2021, the Berkeley City Council endorsed the All Home Regional Action Plan2, a Bay Area-wide strategic homelessness plan that called for a 75% reduction in street homelessness by focusing on investments to bring people inside and off the streets, and then find permanent solutions for them. Since then, the City has focused its efforts on implementing that plan, and we have used local funding to do exactly what that plan called for by:
• Bringing in roughly $10M in State Encampment Resolution Funds alongside an additional $5M in Measure P to open 92 motel-based, non-congregate shelter beds, the addition of which has nearly doubled our shelter acceptance rate (from 43% to 79%) among unsheltered people living in encampments; • Launching an inter-departmental Homeless Response Team that coordinates all wings of the City and our nonprofit partners to respond to our most dangerous encampments and ensure people living in them are connected to interim housing and other resources (67% of the people we encounter move into permanent housing or shelter);
• Bringing in over $30M in State Homekey funding to open 85 units of new permanent supportive housing at two former motels; and
• Investing over $8M in homelessness prevention and eviction defense resources, particularly in the wake of the pandemic, to stop homelessness before it starts.

T
hese are only a handful of many programs we fund, support, and administer.

Altogether, since 2021 (the year that plan was passed), we have permanently housed nearly 1200 people (1183) experiencing homelessness.

G
iven these responses, we are pleased but not surprised to see the PIT Count numbers; they show exactly what we would expect them to: fewer people are on our streets (45% reduction in street homelessness), more are in shelter (54% increase in sheltered homelessness), and more of them are being connected to solutions that permanently resolve their homelessness (21% reduction overall). 1 https://public.tableau.com/app/profile/simtech.solutions/viz/AlamedaCountyPoint-in- TimeCountResultsSummary/PITTrends?publish=yes
2 https://berkeleyca.gov/sites/default/files/documents/2021-07- 13%20Item%2012%20Endorse%20All%20Home%20CA%20Regional%20Action.pdf

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As shelter and permanent housing investments have increased, Berkeley’s homelessness has declined May 16, 2024

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We know we have much more work to do, but we are excited to see these efforts beginning to pay off.

If
you have any questions, please contact Peter Radu, Assistant to the City Manager and Interim Deputy Director of Health, Housing and Community Services, at [email protected].

cc: LaTanya Bellow, Deputy City Manager
Anne Cardwell, Deputy City Manager
Peter Radu, Assistant to the City Manager and Interim Deputy Director of Health, Housing and Community Services
Scott Gilman, Interim Director, Health, Housing, and Community Services Matthai Chakko, Communications Director/Assistant to the City Manager Mark Numainville, City Clerk
Jenny Wong, City Auditor
Farimah Brown, City Attorney

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Board of Library Trustees
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-[XXXX] ● TDD: (510) 981-6903 ● Fax: (510) 981-[XXXX] E-Mail: [[email protected]]

ACTION CALENDAR
May 24, 2024
To: Honorable Mayor and Members of the City Council
From: Board of Library Trustees
Submitted by: Amy Roth, President of the Board of Library Trustees Subject: Council Referral – Request for City Council to place a limited Library tax on the November 2024 ballot

RECOMMENDATION
Adopt a Resolution to include on the November 2024 ballot a measure levying a new, limited tax in order to maintain current levels of Library services, building maintenance, collections and staffing.

The proposed rate is 6¢ per square foot of residential building space and 9¢ of commercial building space, with annual adjustments, and exempting low-income homeowners.

The recommendation is to place this measure on the ballot, using language that aligns as closely as possible with the language employed by Godbe Research in the March 2024 community survey, per attachment 2:

To maintain Berkeley Public Library services/ facilities such as:
• summer reading programs for children;
• keeping qualified librarians;
• quality places for children;
• homework help/ tutoring;
• book, material/ digital collections;
• maintain library facilities;
• senior/ accessible programs; and
• maintain weekday and weekend hours;
shall the Berkeley Public Library measure be adopted, levying 6¢ per square foot of residential building space (other rates detailed in the voter handbook), providing $5,600,000 annually, until ended by voters, with annual adjustments, and exempting very low-income homeowners?

FINANCIAL IMPLICATIONS
The Library has not adjusted its annual tax rate since 1988, beyond annual adjustments based on the Consumer Price Index (CPI) or Personal Income Growth (PIG) factor in California, which are the adjustments the City Council is currently authorized to approve under Chapter 7.56, Section 7.56.040 of the Berkeley Municipal Code, “LIBRARY RELIEF ACT OF 1980.”

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Library Tax Ballot Measure ACTION CALENDAR
May 24, 2024

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The Berkeley Public Library is anticipating a structural deficit in the very near future, when expenses will outpace revenue. In order to sustain current hours and staffing levels, including the staffing required for the reintroduction of Sunday hours for which the Library is mandated by the City Charter to offer, the Library must be proactive and fiscally responsible by identifying a new revenue source.

If revenue does not increase, the Library will need to impose cost saving measures that will impact open hours as well as staffing levels, as the Library’s personnel budget represents over 70% of the Library’s total expenditures. In Fiscal Year 2025, personnel represents 75.8% of expenses.

One such example includes a full-scale replacement of the Central Library’s HVAC system, which will cost over $1.5M. Another example comes out of the recent strategic planning process in which the community identified the need for a new website.

Addressing technological needs will require additional funding, which could be provided by the proposed limited tax increase.

The estimated $5.6M in annual revenue generated by this proposed tax would maintain the Library’s hours, address the immediate infrastructure and technological needs, and allow for the current level of Library services and staffing.

CURRENT SITUATION AND ITS EFFECTS
At a regular meeting on April 3, 2024, the Board of Library Trustees approved a motion to communicate a recommendation to Council to include a Library tax measure on the November 2024 ballot, proposing a rate of 6¢ per square foot of residential building space and 9¢ of commercial building space, with annual adjustments, and exempting low-income homeowners.

Action: M/S/C Trustee Selawsky / Trustee Greene to adopt resolution #R24-073 to refer to Council a request for inclusion on the November 2024 ballot a measure levying a new, limited tax in order to maintain current levels of Library services, building maintenance, collections and staffing.

Vote: Ayes: Trustees Ami, Greene, Hahn, Roth and Selawsky. Noes: None. Absent:

None. Abstentions: None.

The Library contracted Godbe Research to conduct a community survey of Berkeley residents in March 2024. As illustrated in attachment 2, a high level of satisfaction (87.2%) with Library services as well as a strong level of support (78.3%) in the Berkeley community for a limited additional tax that would sustain library services.

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Library Tax Ballot Measure ACTION CALENDAR
May 24, 2024

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BACKGROUND
The City of Berkeley applies a citywide special tax (referred to as the Library Relief Act of 1980) on all residential and commercial property in Berkeley based on square footage. The tax became permanent in 1988 through an amendment.

As established in 1988, the tax is adjusted annually by either the Consumer Price Index in the immediate San Francisco Bay Area or the per capita Personal Income Growth factor in California. City Council adjust the tax rates (residential and commercial) based on the recommendation of the Director of Library Services to the Board of Library Trustees.

In recent years, the revenue increase afforded by the annual tax rate adjustment has not kept pace with rising costs associated with increased personnel and collection material expenses and the costs of operating five locations, including a historic, large Central Library and two historic branch buildings.

Although the Berkeley Public Library has had previous bond measures intended to fund the retrofit and expansion of the Central Library in 1996 and Branch renovations in 2000 and 2008, it has never had a change to this base tax rate, apart from the annual adjustments as described above. The annual adjustment to the tax rate of Fiscal Year 2023 was 4.44% and based on the PIG, raising an additional revenue of $1,064,969, over Fiscal Year 2023. At the same time, expenditures in Fiscal Year 2023 were $19,782,045, whereas in 2024 they are projected to be $22,865,496, a difference of $3,083,451.

Additionally, given the increasing impact of climate change, City of Berkeley Emergency Operations personnel as well as Library staff and City residents have observed that the libraries should have some additional features that would allow them to serve as actual cooling centers and/or locations where people could access clean, temperate air in the event of extended wildfire seasons and extreme heat.

CONTACT PERSON
Tess Mayer, Secretary of the Board of Library Trustees, 510-981-6195

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Library Tax Ballot Measure ACTION CALENDAR
May 24, 2024

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Amy Roth, President of the Board of Library Trustees
Attachments:

1. 2024 04 03 Survey Report and Recommendation for Council Referral

2. 2024 Berkeley Public Library Revenue Measure Survey Presentation 04-03-24

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RESOLUTION NO. ##,###-N.S.

Adopt a resolution to include on the November 2024 ballot a measure levying a new, limited tax in order to maintain current levels of Library services, building maintenance, collections and staffing.

WHEREAS, the Berkeley Public Library is anticipating a structural deficit in the near future; and
WHEREAS, the Library will need to employ cost-saving measures in order to remain financially solvent if additional revenue is not identified; and WHEREAS, these cost-saving measures could impact current hours, staffing levels, and the ability to complete identified deferred maintenance and capital improvement projects; and
WHEREAS, the Library has developed a robust new 2024-2028 strategic plan in partnership with community stakeholders that identifies relevant and significant service directions in support of community that also require investment of resources; and WHEREAS, the Library contracted Godbe Research to conduct a community survey in Berkeley; and
WHEREAS, the survey result reflected a favorable assessment of Library services as well as a strong level of support in the Berkeley community for a limited additional tax that would support the sustainability of library services; and WHEREAS, the Board of Library Trustees is responsible for developing budgetary priorities and recommends an annual budget for the operation and maintenance of the library; and
WHEREAS, the Board of Library Trustees has recommended to refer to Council a request for inclusion of a ballot measure calling for limited increase in Library tax on the November 2024 ballot; and
NOW THEREFORE, BE IT RESOLVED that the Council adopt a resolution to include a ballot measure calling for limited increase in Library Tax on the November 2024 ballot.

BE IT FURTHER RESOLVED that the language used in the text of the ballot measure align as closely as possible with the language employed by Godbe Research in the March 2024 community survey, per attachment 2:

To maintain Berkeley Public Library services/ facilities such as:
• summer reading programs for children;

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Library Tax Ballot Measure ACTION CALENDAR
May 24, 2024

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• keeping qualified librarians;
• quality places for children;
• homework help/ tutoring;
• book, material/ digital collections;
• maintain library facilities;
• senior/ accessible programs; and
• maintain weekday and weekend hours;
shall the Berkeley Public Library measure be adopted, levying 6¢ per square foot of residential building space (other rates detailed in the voter handbook), providing $5,600,000 annually, until ended by voters, with annual adjustments, and exempting very low-income homeowners? ADOPTED by the Berkeley City Council on May 21, 2024 by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

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III Action Calendar
Item B

ACTION CALENDAR
April
3, 2024
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-[XXXX] ● TDD: (510) 981-6903 ● Fax: (510) 981-[XXXX] E-Mail: [[email protected]]
To: Board of Library Trustees
From: Tess Mayer, Director of Library Services
Subject: Report on Community Survey and Recommended Action

RECOMMENDATION
The Board of Library Trustees adopt a resolution to refer to Council a request for inclusion on the November 2024 ballot a measure levying a new, limited tax in order to maintain current levels of Library services, building maintenance, collections and staffing.

The proposed rate is 6¢ per square foot of residential building space and 9¢ of commercial building space, until ended by voters or after 12 years, with annual adjustments, and exempting very low-income homeowners.

FINANCIAL IMPLICATIONS
The Berkeley Public Library is anticipating a structural deficit in the very near future, when expenses will outpace revenue. In order to sustain current hours and staffing levels, including the staffing required for the reintroduction of Sunday hours, the Library must be proactive and fiscally responsible by identifying a new revenue source.

If revenue does not increase, the Library will need to impose cost saving measures that will impact the open hours and staffing levels, as the Library’s personnel budget represents over 70% of the Library’s total expenditures.

Also, the Library would have to prioritize only select deferred maintenance facilities and technology projects for implementation that most impact health and safety. Since the onset of the pandemic, a number of significant deferred maintenance projects have been identified for the Library’s physical plant as well as technological infrastructure needs. One such example includes a full-scale replacement of the Central Library’s HVAC system, which will cost over $1.5M. Another example comes out of the recent strategic planning process in which the staff and community identified the need for a new website. Addressing technological needs will require additional funding, which could be provided by the proposed limited tax increase.

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Report on Community Survey and Recommended Action]

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CURRENT SITUATION AND ITS EFFECTS
The Library contracted Godbe Research to conduct a community survey of Berkeley residents in March 2024. The findings illustrate a high level of satisfaction with Library services as well as a strong level of support in the Berkeley community for a limited additional tax that would sustain library services.

This Library Tax Fund is the primary funding source supporting the full range of Berkeley Public Library public services. The Fund generates 99% of total revenues and bears 98% of total expenses. This voter-approved tax is intended to provide a stable revenue source to ensure the provision of library services and may be adjusted annually based on the recommendation of the Director of Library Services to the Board of Library Trustees that the City Council adjust the tax rates (residential and commercial) by either the consumer price index in the immediate San Francisco Bay Area or the per capita personal income growth factor in California. The Library employs the proceeds of the library tax to maintain and enhance the Library’s physical plant and infrastructure, purchase library materials, and provide public services.

In recent years, the revenue increase afforded by the annual tax rate adjustment has not kept place with rising costs associated with increased personnel and collection material expenses and the costs of operating five locations, including a historic, large Central Library and two historic branch buildings.

ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
Some of the deferred maintenance projects include ensuring that the systems and equipment used in each of the Library’s five locations optimize environmental sustainability and reduce climate impacts. For example, Library staff is currently undertaking a project to replace all lighting fixtures in the libraries with LED and/or more sustainable kinds of bulbs and fixtures. Additionally, given the increasing impact of climate change, many have observed that the libraries should have some additional features that would allow them to serve as actual cooling centers and/or locations where people could access clean air in the event of extended wildfire seasons.

CONTACT PERSON
Tess Mayer, Director of Library Services, Library, 510-981-6195

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Report on Community Survey and Recommended Action]

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Attachments:
1: Report to Board of Library Trustees on Community Survey and Recommended Action 2: Berkeley Public Library Revenue Measure Survey Presentation to Board of Library Trustees

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2090 Kittredge Street, Berkeley, CA 94704 ● Tel: (510) 981-6195 ● Website: www.berkeleypubliclibrary.org

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April 3, 2024
Berkeley Public Library:
2024 Revenue Measure Feasibility Survey
April 3, 2024

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April 3, 2024
Overview and Research Objectives
The Berkeley Public Library commissioned Godbe Research to conduct a survey of local voters with the following research objectives:
 Gauge satisfaction with the Library’s provision of services and management of taxpayer funds, as well as gauge opinion on whether the Library needs additional funding;
 Assess potential voter support for a revenue measure to maintain Library services and facilities with funding that cannot be taken by Sacramento;  Prioritize projects and programs to be funded with the proceeds;  Test the influence of informational and critical statements on potential voter support;
 Identify any rate sensitivity; and
 Assess opinion on the future direction of the economy;  Identify any differences in voter support due to demographic and/or voter behavioral characteristics.

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April 3, 2024
Methodology Overview
 Data Collection Landline (20), cell (145), text to online (696), and email to online (11) interviewing
 Universe 64,798 likely November 2024 voters
 Fielding Dates March 11 through 18, 2024
 Interview Length 25 minutes
 Sample Size n=872
 Margin of Error ± 3.30%
The data have been weighted to reflect the actual population characteristics of likely voters in the City of Berkeley in terms of their gender, age, and political party type.

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April 3, 2024
Key Findings

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April 3, 2024
Satisfaction With Library’s Provision of Services
Very satisfied

64.8%
Somewhat
satisfied

22.4%
Somewhat
dissatisfied

2.9%
Very
dissatisfied

1.3%
DK/NA

8.6%
03/24 Survey
11/24 Voters
Total Satisfied 87.2%
Total Dissatisfied 4.2%
Ratio Sat to Dissat 20.78

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April 3, 2024
Satisfaction With the Library’s Management of
Taxpayer Funds
Very satisfied

59.3%
Somewhat
satisfied

18.3%
Somewhat
dissatisfied

3.1%
Very
dissatisfied

1.1%
DK/NA

18.2%
03/24 Survey
11/24 Voters
Total Satisfied 77.5%
Total Dissatisfied 4.2%
Ratio Sat to Dissat 18.42

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April 3, 2024
Agreement With Statement That Library Needs
Additional Funding
Strongly agree

45.1%
Somewhat agree

24.0%
Somewhat
disagree

3.8%
Strongly
disagree

3.5%
DK/NA

23.6%
03/24 Survey
11/24 Voters
Total Agree 69.1%
Total Disagree 7.3%
Ratio Agree to Disagree 9.53

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April 3, 2024
Uninformed Support for Per Square
Foot of Building Space Tax Measure
To maintain Berkeley Public
Library services/ facilities such as:
• summer reading programs for
children;
• keeping qualified librarians;
• quality places for children;
• homework help/ tutoring;
• book, material/ digital
collections;
• maintain library facilities;
• senior/ accessible programs;
and
• maintain weekday and weekend
hours;
shall the Berkeley Public Library
measure be adopted, levying 6¢
per square foot of residential
building space (other rates detailed
in the voter handbook), providing
$5,600,000 annually, until ended by
voters, with annual adjustments,
and exempting very low-income
homeowners?
Probably
No

7.8%
DK/NA

8.4%
Definitely
No

5.1%
Definitely Yes

48.7%
Probably Yes

30.0%
Total Support

78.7%

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April 3, 2024
Features of the Measure I
Note: The above rating questions have been abbreviated for charting purposes, and responses were recoded to calculate mean scores:
“Much More Likely” = +2, “Somewhat More Likely” = +1, “No Effect” = 0, “Somewhat Less Likely” = -1, and “Much Less Likely” = -2.

Somewhat
More Likely
Somewhat
Less Likely
Much Less
Likely
-2 -1 0 1 2
C. Maintain library facilities
S. Provide more copies of up-to-date books, e-books and other materials
T. Expand weekend and evening hours
A. Provide supportive places, resources and activities for children and teens
N. Provide literacy services for all ages
F. Maintain high-quality children's story times and
programming at all five libraries
K. Increase afterschool reading programs, homework help and tutoring for children and teenagers
X. Maintain weekend and evening hours
D. Keep neighborhood libraries well-staffed and in good repair

1.09 1.14

1.15 1.16

1.16 1.17

1.26 1.34

1.35 Much More
Likely
Tier 1

85.0%

74.7%

76.2%

75.8%
Tier 2
Sample A
Sample B

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April 3, 2024
Features of the Measure II
Note: The above rating questions have been abbreviated for charting purposes, and responses were recoded to calculate mean scores:
“Much More Likely” = +2, “Somewhat More Likely” = +1, “No Effect” = 0, “Somewhat Less Likely” = -1, and “Much Less Likely” = -2.

Somewhat
More Likely
Somewhat
Less Likely
Much Less
Likely
-2 -1 0 1 2
Q. Expand programs for job seekers
I. Upgrade all libraries for fast wifi service
Z. Expand multilingual collections and bilingual
programming for all ages
J. Improve the usability of the library's website and
optimize it for cell phone use and those with disabilities E. Install or upgrade air conditioning and install solar panels at the Central Library and neighborhood libraries… B. Improve library programs for seniors
L. Improve accessibility for wheelchair and low mobility users in all library branches
G. Maintain the tool library for home repair, bike and
culinary tools
P. Expand summer learning programs

0.92 0.93

0.93 0.93

0.96 0.96

1.06 1.06

1.07 Much More
Likely
Tier 2 continued73.2%

67.1%

69.0%

71.1%
Tier 3
Sample A
Sample B

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April 3, 2024
Informational Statements
Note: The above rating questions have been abbreviated for charting purposes, and responses were recoded to calculate mean scores:
“Much More Likely” = +2, “Somewhat More Likely” = +1, and “No Effect” = 0. 012
E. The measure will help maintain library access and
services for thousands of children, families and seniors every year
J. This measure ensures that businesses and owners of
large commercial properties pay their fair share toward an improved Berkeley Public Library
N. Public libraries are one of the few important community gathering spaces left that benefit children, teens, families, seniors, the disabled, and low-income residents. This… M. The current library facilities are over 75 years old, and their computer networks and technologies are seriously in need of updates. This measure will allow us to provide… Q. Thousands of children participate in the Berkeley
Public Library's reading and educational programs each
year. This measure will prevent cuts to these programs… A. The measure will prevent cuts in library services or staffing
C. The measure will prevent weekend and evening hours
from being cut

1.30 1.34

1.35 1.38

1.40 1.42

1.43 No Effect Somewhat
More Likely
Much More
Likely

83.5%

77.5%
Tier 1

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April 3, 2024
Interim Support for Parcel Tax Measure
0% 20% 40% 60% 80% 100%
Initial Test
Interim
Test

48.7%

56.6%

30.0%

25.7%

7.8%

7.3%

5.1%

4.9%

8.4%

5.4%
Definitely Yes Probably Yes Probably No Definitely No DK/NA

82.3%
To maintain Berkeley Public
Library services/ facilities such as:
• summer reading programs for
children;
• keeping qualified librarians;
• quality places for children;
• homework help/ tutoring;
• book, material/ digital
collections;
• maintain library facilities;
• senior/ accessible programs;
and
• maintain weekday and weekend
hours;
shall the Berkeley Public Library
measure be adopted, levying 6¢
per square foot of residential
building space (other rates
detailed in the voter handbook),
providing $5,600,000 annually,
until ended by voters, with annual
adjustments, and exempting very
low-income homeowners?

78.7%

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April 3, 2024
Informed Support for Per Square Foot of
Building Space Tax Measure
0% 20% 40% 60% 80% 100%
Initial
Test
Final Test

48.7%

46.3%

30.0%

28.0%

7.8%

10.2%

5.1%

6.6%

8.4%

8.9%
Definitely Yes Probably Yes Probably No Definitely No DK/NA

74.3%
To maintain Berkeley Public
Library services/ facilities such as:
• summer reading programs for
children;
• keeping qualified librarians;
• quality places for children;
• homework help/ tutoring;
• book, material/ digital
collections;
• maintain library facilities;
• senior/ accessible programs;
and
• maintain weekday and weekend
hours;
shall the Berkeley Public Library
measure be adopted, levying 6¢
per square foot of residential
building space (other rates
detailed in the voter handbook),
providing $5,600,000 annually,
until ended by voters, with annual
adjustments, and exempting very
low-income homeowners?

78.7%
Average 2nd + 3rd Tests = 78.3% Yes

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April 3, 2024
www.godberesearch.com
California and Corporate Offices
1220 Howard Avenue, Suite 250
Burlingame, CA 94010
Nevada Office
59 Damonte Ranch Parkway, Suite B309
Reno, NV 89521

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Berkeley City CouncilMay 24, 2024

Berkeley City Council
May 24, 2024