Action Calendar – Public Hearings
Tuesday, May 19, 2026 MINUTES Page 13
26. Changes to Selected Recreation Facilities and Program Fees From: City Manager
Recommendation: Conduct a public hearing and upon conclusion, adopt a Resolution approving new fees and increasing current fees for select recreation programs and facility rentals; and rescinding Resolution No. 72,094-N.S. and all amendatory resolutions.
Financial Implications: See report
Contact: Scott Ferris, Parks, Recreation and Waterfront, (510) 981-6700 Public Testimony: The Mayor opened the public hearing. 0 speakers.
M/S/C (Lunaparra/Humbert) to close the public hearing.
Vote: All Ayes.
Action: M/S/C (Taplin/Humbert) to adopt Resolution No. 72,290–N.S.
Vote: All Ayes.
27. Changes to the Planning and Development Fee Schedule From: City Manager
Recommendation: Conduct a public hearing and upon conclusion, adopt a Resolution effective July 1, 2026: 1. Approving revisions to the fee schedule for the Planning and Development Department, to increase fees on certain building and zoning permits to cover technology for permitting and other processes, and for zoning policy development, for new address assignment applications, for landmark initiation applications, for required training for building code administration, and for other revisions and clarifications as specified; and 2. Rescinding previous fee schedule Resolution Nos. 71,834-N.S. and 71,973-N.S.; and 3. Rescinding building valuation Resolution No. 67,047-N.S.
Financial Implications: See report
Contact: Jordan Klein, Planning and Development, (510) 981-7400 Public Testimony: The Mayor opened the public hearing. 0 speakers.
M/S/C (Humbert/Tregub) to close the public hearing.
Vote: All Ayes.
Action: M/S/C (Lunaparra/Tregub) to adopt Resolution No. 72,291–N.S.
Vote: All Ayes.
Action Calendar – Public Hearings
Tuesday, May 19, 2026 MINUTES Page 14
28. Repeal and Reenact Berkeley Municipal Code (BMC) Chapter 14.52 to Adjust the goBerkeley Parking Management Program; Change Parking Permit Fees; Establish a New Schedule for Parking Violations, Fines, and Late Payment Penalties; and Rescind Resolution No. 71,627-N.S.
From: City Manager
Recommendation: Conduct a public hearing and upon conclusion:
1. Adopt first reading of an Ordinance repealing and reenacting Berkeley Municipal Code chapter 14.52, “Parking Meters,” to enable the following changes: a. Extend parking meter operating hours to 8 p.m. citywide; b. Operate parking meters, pay stations, and parking enforcement on Sundays. c. Expand meter zones to new high- demand areas; d. Authorize a transition to cashless parking meters and/or pay stations in the future; and
2. Adopt a Resolution to pass through parking meter costs currently paid by the City to a transparent transaction charge paid by the customer; and
3. Adopt a Resolution implementing a new FY 2028 fee schedule for Residential Parking Permit fees; and
4. Adopt a Resolution updating the Schedule of Parking Violations and Fines; and rescinding Resolution No. 71,627-N.S. (Parking Violations and Fines).
Financial Implications: See report
Contact: Wahid Amiri, Public Works, (510) 981-6300
Action: Item 28 public hearing continued to June 9, 2026.
29. Zero Waste Plan Checks and Compliance Inspections Fees From: City Manager
Recommendation: Conduct a public hearing and upon conclusion, adopt a Resolution establishing new cost recovery fees in the Public Works Department’s Zero Waste Plan Check and Compliance Inspections; authorizing the City Manager, or designee, to collect such fees to recover staffing costs.
Financial Implications: See report
Contact: Wahid Amiri, Public Works, (510) 981-6300
Action: Item 29 public hearing continued to June 9, 2026. (Item includes revised materials)
Action: M/S/C (Taplin/Humbert) to continue the public hearings for Item 24, Item 28, and Item 29 to the June 9, 2026 meeting.
Vote: All Ayes.
Information Reports
30. FY 2026 Second Quarter Investment Report: Ended December 31, 2025 From: City Manager
Contact: Henry Oyekanmi, Finance, (510) 981-7300
Action: Received and filed.
Information Reports
Tuesday, May 19, 2026 MINUTES Page 15
31. Section 115 Trust Investment Report for FY 2025 Ended June 30, 2025 From: City Manager
Contact: Henry Oyekanmi, Finance, (510) 981-7300
Action: Received and filed.
32. ***Removed from Agenda by the City Manager*** 2026 Health Plan Changes From: City Manager
Contact: Janelle Rodrigues, Human Resources, (510) 981-6800 Public Comment – Items Not Listed on the Agenda - 4 speakers.
Adjournment
Action: M/S/C (Blackaby/Tregub) to adjourn the meeting.
Vote: All Ayes.
Adjourned at 11:36 p.m.
I hereby certify that the foregoing is a true and correct record of the regular meeting held on May 19, 2026.
________________________
Mark Numainville, City Clerk
Communications
Item 21: Proposed FY 2027 and FY 2028 Biennial Budget and Proposed Biennial Budget Public Hearing #1
1. Samantha Johnston
Throne Restrooms
2. Nicole Stone
3. Gregory Turner
4. Deirdre Murphy
5. James Rowe
6. Elliot Davis
7. Steven Jordan
8. Stefan Kaiter-Snyder
9. Andrea Limbrick (2)
10.Fernanda Rossi
11.Norman Gusner
12.Sana Keshtkaran
13.Daniel McChesney-Young
14.Anna Huff
15.Amy Berry Brockbank
Tuesday, May 19, 2026 MINUTES Page 16
16.Richard
17.Taylor Conditi
18.Eve Siegel & William Strawn
19.Charlie King
20.Mick Lim
21.Gail Whang
22.Gloria Lawson
23.Frances Holt
24.Jonathan Holt
25.Emme Clark (2)
26.Debbie Cooper
27.Caitlin Cotter
28.Ann Korchin
Up-Zoning and Zoning
29.Katie Mckee
30.Bruce H. Feingold
31.Emily Phillips
32.Summer Brenner
33.Elizabeth Rico
34.Harrison
35.Julia Bourland
36.Sarah Finnegan
37.Mary Mathaisell
38.Sasha Futran
San Francisco Mime Troupe
39.Kathleen Antonia
40.Matt Cantor
41.Lily Kelly
42.Deborah C. Segal
43.Julia Luckenbill
44.David Seabury
45.Gail Chiarello
46.Samuella Smith Fredman
47.Jessica Fong
48.Gail Levin
49.Sue VanHattum
50.Tavis Kammet
51.Adam
52.Leslie Firestone
53.Lee Trampleasure
54.Kristine Anstine
55.Beck Cowles
56.Terri Wilde
57.Vivian Taube
58.Margot Smith
59.Linda Franklin
Tuesday, May 19, 2026 MINUTES Page 17
60.Cory Kahane
61.Marge Sussman
62.Nick & Sue Jones
63.Julia Cato
64.Ruth Rogow
65.Deborah Brooks
66.Mahalia Ryba
67.Joan Finton Baumrind
68.Ramona Rubin
69.Sarah Holmes
70.Jay Manley
71.Erich Lindemann
Ferry Project
72.Casilda Rubio
73.Paul Kamen (2)
EMBER/Zone Zero
74.Cindy Larson
75.Vanessa Cordova
Repaving Request
76.Terrence Salonga (5)
Marina Trail
77.Dave Mandel (2)
UC Berkeley Student Partnership
78.Parth and Team Claro
2026 Solano Stroll
79.Alene Pearson
BMR Rent Calculation
80.Alex Merenkov
Rent Board Registration Fees
81.Deirdre Duhan
Parking on 4th Street
82.Cecelia Mautner
Information Request Concerns
83.Stacy Smith
Posters Near Solano Avenue
84.Stephen Alpert
Notice of Case Closure
85.Jessica Cardenas
Mediation Request – 2626 Ashby Ave
86.Caryn Millar for Bruce Millar
Tuesday, May 19, 2026 MINUTES Page 18
Request for ADA Parking
87.Sabrina Sierra & the Alchemy team
Housing Affordability
88.Stephen Alpert (2)
Pedestrian Safety Concerns
89.Shirley Kirsten
Local Events and Invitations
90.Not Loud Concerts
91.Amy Miller, on behalf of Scientific Adventures for Girls
92.Julie Nachtwey
E-Scotters
93.Carson Lepre
94.Robert Borghese
Societal Concerns
95.Jodi Schiller (3)
Links and Forwards
96.russbumper (9)
97.crustyrusty
Supplemental Communications and Reports 1
Item #6: Joint Homekey+ Application for Supportive Housing in People’s Park at 2556 Haste St.
98.Revised agenda material submitted by the Health, Housing, and Community Services Department
Item #29: Zero Waste Plan Checks and Compliance Inspections Fees
99.Supplemental agenda material submitted by the Public Works Department Supplemental Communications and Reports 2
Item 3: 2026 Records Retention Schedule
100. Joel Myerson
Item 7: Joint Homekey+ Application for Insight Housing’s North Berkeley BART Permanent Supportive Housing Project
101. David Lerman
Item 20: Re-Establishment of the Downtown Berkeley Property Based Business Improvement District
102. Steven Schuyler
Item 21: Proposed FY 2027 and FY 2028 Biennial Budget and Proposed Biennial Budget Public Hearing #1
103. Supplemental material submitted by Maricar Dupaya, Budget Manager 104. Community Health Commission
105. Homeless Services Panel of Experts
106. Parks, Recreation, and Waterfront Commission
Tuesday, May 19, 2026 MINUTES Page 19
107. Henry DeNero, on behalf of the Berkeley FireSafe Council 108. Tres Lundquist
109. Luz Buitrago
110. Steven Fruhwirth
111. Rob and Alex Katzenstein
112. Hannah Shafsky
113. Brian Shillinglaw
114. Karen Harber
115. Kiley Libuit
116. Joan Lester
117. Stephanie Henkle
118. Jane Hausauer
119. Carol Curtis
120. Kamala Visweswaran
121. Carol Reitan
122. Jane Terjung
123. Firouzeh Nourzad
124. 6 similarly worded letters
Item 28: Repeal and Reenact Berkeley Municipal Code (BMC) Chapter 14.52 to Adjust the goBerkeley Parking Management Program; Change Parking Permit Fees; Establish a New Schedule for Parking Violations, Fines, and Late Payment Penalties; and Rescind Resolution No. 71,627-N.S.
125. Rachel Bradley
126. Margot Smith (3)
127. Michael Katz (2)
128. Joel Myerson
Supplemental Communications and Reports 3
Item #6: Joint Homekey+ Application for Supportive Housing in People’s Park at 2556 Haste St.
129. Stephanie Thomas
Action Calendar
Item #21: Proposed FY 2027 and FY 2028 Biennial Budget and Proposed Biennial Budget Public Hearing #1
130. Virginia Browning (2)
131. Alex Knox
132. Geoff
133. Gregory Kalkanis
134. Jane Fulton Suri
135. Karen Lou
136. Gisela Insuaste
137. Joe Zitomer
138. Alan Schoefeld (2)
139. Joan Wilson
Tuesday, May 19, 2026 MINUTES Page 20
140. Robin Hollenberg
141. Carolyn West
142. Sue Von Baeyer
143. Susan McKay
144. Mike and Patricia Henry
145. Lota Rygiel
146. Da Aut
147. Yen Trac
148. Sabeeha Merchant
149. Margot Murtaugh
150. Leslie Winokur
151. Charlotte and Gil Ferrey
152. Sarah Siefke
153. Corey Busay
154. Miriam Nathanson
155. Richard A. Laden and Marie-Paule Laden
156. Leah Rosenthal
157. Melissa diSessa (2)
158. Karen Holtermann
159. Jeff Bloomfield
160. Les Guliasi
161. Geoffrey B Saxe
162. Joan Schoenfeld
163. Dorit S. Hochbaum
Item #24: Changes to the Environmental Health Fee Schedule 164. Beth Roessner on behalf of the Berkeley Chamber of Commerce Item #28: Repeal and Reenact Berkeley Municipal Code (BMC) Chapter 14.52 to Adjust the goBerkeley Parking Management Program; Change Parking Permit Fees; Establish a New Schedule for Parking Violations, Fines, and Late Payment Penalties; and Rescind Resolution No. 71,627-N.S.
165. Presentation submitted by the Public Works Department 166. Casey Passmore
Item #29: Zero Waste Plan Checks and Compliance Inspections Fees 167. Presentation submitted by the Public Works Department Miscellaneous
168. Unknown
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/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Henry Oyekanmi, Director, Finance
Subject: Formal Bid Solicitations and Request for Proposals Scheduled for Possible Issuance After Council Approval on June 30, 2026
RECOMMENDATION
Approve the request for proposals or invitation for bids (attached to staff report) that will be, or are planned to be, issued upon final approval by the requesting department or division. All contracts over the City Manager’s threshold will be returned to Council for final approval.
FISCAL IMPACTS OF RECOMMENDATION
Total estimated cost of items included in this report is $2,408,500.00 PROJECT Fund Source Amount
Public Safety Technology Tools: DFR,
UAS, ALPR, PTZ, Private Camera
Feeds Integration, Investigative
Software (Up to 4-Year, Divisible
Awards)
011 General Fund $2,408,500.00
Total: $2,408,500.00
CURRENT SITUATION AND ITS EFFECTS
On May, 6, 2008, Council adopted Ordinance No. 7,035-N.S. effective June 6, 2008, which increased the City Manager’s purchasing authority for services to $50,000. As a result, this required report submitted by the City Manager to Council is now for those purchases in excess of $100,000 for goods; and $200,000 for playgrounds and construction; and $50,000 for services. If Council does not object to these items being sent out for bid or proposal within one week of them appearing on the agenda, and upon final notice to proceed from the requesting department, the IFB (Invitation for Bid) or RFP (Request for Proposal) may be released to the public and notices sent to the potential bidder/respondent list.
Formal Bid Solicitations and Request for Proposals CONSENT CALENDAR Scheduled for Possible Issuance After Council June 30, 2026 Approval on June 30, 2026
BACKGROUND
On May 6, 2008, Council adopted Ordinance No. 7,035-N.S., amending the City Manager’s purchasing authority for services
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
The Finance Department reviews all formal bid and proposal solicitations to ensure that they include provisions for compliance with the City’s environmental policies. For each contract that is subject to City Council authorization, staff will address environmental sustainability considerations in the associated staff report to City Council.
RATIONALE FOR RECOMMENDATION
Need for the goods and/or services.
ALTERNATIVE ACTIONS CONSIDERED
None.
CONTACT PERSON
Henry Oyekanmi, Director, Finance, 510-981-7311
Attachments:
1: Formal Bid Solicitations and Request for Proposals Scheduled for Possible Issuance After Council Approval on June 30, 2026
a. Public Safety Technology Tools: DFR, UAS, ALPR, PTZ, Private Camera Feeds Integration, Investigative Software (Up to 4-Year, Divisible Awards) Note: Original of this attachment with live signature of authorizing personnel is on file in General Services.
NEXT 30 DAYS
DATE SUBMITTED: June 9, 2026
Attachment 1
SPECIFICATION
NO.
DESCRIPTION OF
GOODS /
SERVICES BEING
PURCHASED
APPROX.
RELEASE
DATE
APPROX.
BID
OPENING
DATE
INTENDED USE ESTIMATED COST BUDGET CODE TO BE CHARGED DEPT. / DIVISION CONTACT NAME & PHONE
26-11794-C Public Safety
Technology Tools:
DFR, UAS, ALPR,
PTZ, Private Camera
Feeds Integration,
Investigative
Software (Up to 4-
Year, Divisible
Awards)
7/8/26 8/7/2026 Public Safety Technology Tools:
Up to 4-year procurement issued
as SINGLE RFP with DIVISIBLE
AWARDS. Each of the six
components below may bid and
awareded separately or in
combination: 1. Drone as First
Responder drones & docking
stations. 2. Unmanned Aircraft
Systems (UAS/field deployed). 3.
Automated License Plate Readers
(ALPRs) 4. Pan-Tilt-Zoom (PTZ)
fixed-site cameras. 5. Investigate
software/platform 6. Privately
owned camera intergration
system. (5 & 6 pending Council
approval or surveillance
technology ordinance required
reports) Scope includes
hardware, installation, cloud
hosting, training, maintenance,
CJIS compliant data retention,
and policy/audit support
$ 2,408,500.00 011-71-702-805-0000-000-421-612990
011-71-701-801-0000-000-421-612990
(fixed cameras)
011-71-703-811-0000-000-421-651110
Police Department Jen Tate 510-981-
5760 Arlo
Malmberg 510-
981-5747
Dept Total $2,408,500
TOTAL $2,408,500
1 of 2
Office of the City Manager
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Henry Oyekanmi, Director, Finance Department Subject: 2027 Tax Rate: Transportation Network Company User Tax
RECOMMENDATION
Adopt first reading of an Ordinance setting the 2027 tax rate (effective January 1, 2027) for the transportation network company at the following rates: 65.1005 cents on the user for each prearranged trip that originates in the City that is not part of a pooled prearranged trip and 31.7889 for each pooled prearranged trip on each user who arranges each prearranged trip that originates in the City and which comprises part of the pooled prearranged trip.
FISCAL IMPACTS OF RECOMMENDATION
The tax levy of the recommended 65.1005 cents for each
non-pooled prearranged trip
and 31.7889 cents on each user for each pooled prearranged trip will result in estimated collections of $1,184,855.
CURRENT SITUATION AND ITS EFFECTS
The 2026 tax of 62.030 cents tax per each non-pooled prearranged trip and the 30.2896 cents tax per each
pooled prearranged trip is being adjusted by the per capita Personal Income Growth factor in California of 4.95%, as the voters approved the greater of the Personal Income Growth in the state of California of 4.95% or Consumer Price Index in the immediate San Francisco Bay Area of 3.7975%.
BACKGROUND
On
November 3, 2020, over 66% of Berkeley voters approved Measure GG which authorized a transportation network company user tax for prearranged trips for private and pooled trips for general municipal services in the City until January 1, 2041.
The tax may be increased or decreased annually in May, according to the greater of the increase or decrease in the cost of living in the immediate San Francisco Bay Area or personal income growth in the state of California, as verified by official United States economic report.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
2180 Milvia Street, Berkeley, CA 94704 ●
Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: www.berkeleyca.gov/manager
Transportation Network Company User Tax CONSENT CALENDAR June 30, 2026
There are no identifiable environmental effects or opportunities associated with the subject of this report.
ALTERNATIVE ACTIONS CONSIDERED
The fiscal impact on general municipal services of forgoing an adjustment to the fiscal year’s transportation network company user tax would be a reduction of $55,884 in estimated collections.
CONTACT PERSON
Henry Oyekanmi, Director, Finance Department, 981-7301
Attachments:
1: Ordinance
ORDINANCE NO. ##,###-N.S.
IMPOSING A GENERAL TAX ON USERS OF TRANSPORTATION NETWORK COMPANIES AT A RATE OF 65.1005 CENTS FOR PRIVATE TRIPS AND 31.7889
CENTS FOR POOLED TRIPS
BE IT ORDAINED by the Council of the City of Berkeley as follows:
Section 1. The 2027 Tax Rate, effective January 1, 2027, to fund general municipal services is set at 65.1005 cents for private trips and 31.7889 for pooled trips.
Section 2. This tax rate will result in estimated total collections of $1,184,855.
Section 3. Copies of this Ordinance shall be posted for two days prior to adoption in the display case located near the walkway in front of the Maudelle Shirek Building, 2134 Martin Luther King Jr. Way. Within 15 days of adoption, copies of this Ordinance shall be filed at each branch of the Berkeley Public Library and the title shall be published in a newspaper of general circulation.
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
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Henry Oyekanmi, Director, Finance Department Subject: Appropriations Limit for FY 2027
RECOMMENDATION
Adopt a Resolution establishing the appropriations limit at $420,156,522 for FY 2027 pursuant to Article XIIIB of the Constitution of the State of California based on the calculations for the appropriations limit.
FISCAL IMPACTS OF RECOMMENDATION
The amount of appropriations subject to the limit are budgeted proceeds of taxes (e.g., all taxes levied; transfers from an enterprise fund to the extent those transfers exceed the cost of providing the services; discretionary state subventions; interest earned from the investment of proceeds of taxes, etc.), and the total of these budgeted revenues cannot exceed the total appropriations limit. The City’s actual appropriations in each fiscal year have been significantly below the limit, as they will be for FY 2027. Thus, there are no present financial implications for establishing the limit.
CURRENT SITUATION AND ITS EFFECTS
Each year in June, concurrent with the adoption of the budget, Council must approve an appropriations limit for the following fiscal year pursuant to the State constitution. This resolution adopts the appropriations limit for FY 2027 at $420,156,522. The excess of the appropriations limit over appropriations is $64,042,244 for FY 2027 based on the proposed budget appropriations for FY 2027.
The Finance Department has compiled the data and made calculations to determine the FY 2027 appropriations limit. The documentation of determination, upon adoption and promulgation of the attached draft resolution, has been available for review by the public in the Office of the City Clerk. Exhibits A and B attached hereto provide the required documentation. Exhibit A is a summary of the appropriations limit determination, the amount of appropriations subject to the limit, and the excess of the appropriations limit over appropriations. Exhibit B provides details of the appropriations limit calculations.
The Council action will set the FY 2027 appropriations subject to the limitations of Article XIIIB of the Constitution of the State of California, which may not exceed the
Appropriations Limit for FY 2027 CONSENT CALENDAR
June 30, 2026
amounts calculated by the City’s Finance Department. These calculations were filed with the City Clerk at least 15 days prior to June 30, 2026.
BACKGROUND
In November 1989, the voters of the State of California approved Proposition 4, commonly known as the (Paul) Gann Initiative, and added Article XIIIB of the State’s Constitution. In June 1990, this Article was modified by the passing of Proposition 111.
These propositions placed various limitations on the fiscal powers of state and local government.
Senate Bill 1352 requires that: 1) the governing body of each local jurisdiction shall establish by legislative action its appropriations limit at a regularly scheduled meeting or noticed special meeting; and 2) 15 days prior to such meeting, give notice that documentation used to determine the appropriations limit shall be made available to the public.
The Council action will set the FY 2027 appropriations subject to the limitations of Article XIIIB of the Constitution of the State of California, which may not exceed the amounts calculated by the City’s Finance Department. These calculations were filed with the City Clerk 15 days prior to June 30, 2026.
RATIONALE FOR RECOMMENDATION
This is a state law.
ALTERNATIVE ACTIONS CONSIDERED
None
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There are no identifiable environmental effects or opportunities associated with the subject of this report.
CONTACT PERSON
Henry Oyekanmi, Director, Finance Department, 981-7301
Attachments:
1: Resolution
Exhibit A: GANN Appropriation Limit FY 2027
Exhibit B: Schedule to Calculate Appropriation Limitation FY 2027
RESOLUTION NO. ##,###-N.S.
ESTABLISHING AN APPROPRIATIONS LIMIT FOR FY 2027
WHEREAS, on November 6, 1979, the citizens of the State of California approved Proposition 4, which added Article XIII B to the Constitution of the State of California to place various limitations on the fiscal powers of State and local government; and WHEREAS, on June 5, 1990, the citizens of the State of California approved Proposition 111 which provided new Proposition 111 adjustment formulas; and WHEREAS, Senate Bill 1352, enacted by the Legislature of the State of California, provides for the implementation of Article XIII by defining various terms in this article; and WHEREAS, pursuant to the requirements of Senate Bill 1352, the City Council, on June 9, 2026 adopted a Resolution which gave notice, as required by law, that the City Council would establish the City of Berkeley appropriations limit for FY 2027 by a Resolution of the City Council on June 30, 2026.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley, that the Council, pursuant to the requirements and criteria set forth in Senate Bill 1352, does hereby establish the appropriations limit at $420,156,522 for FY 2027 for the City of Berkeley as documented in Exhibits A and B attached hereto and incorporated herein by reference as though fully set forth.
Exhibits:
A: GANN Appropriation Limit FY 2027
B: Schedule to Calculate Appropriation Limitation FY 2027
FY 2026 Gann Appropriation Limit of $305,645,198 (before Special Taxes Added), Adjusted for Growth Factor of 1.0484 (See Exhibit B) 320,438,426$ ADD BACK:
Library Tax 29,463,772
Emergency Medical Services Special Tax 4,149,151 Park Maintenance, City Trees and Landscaping Special Tax 23,463,242 Emergency Services for Severely Disabled Tax 1,972,678
Fire Protection and Emergency Response and Preparedness 6,621,319 Firefighting, Emergency Medical Response and Wildfire 11,483,638 Library Relief 5,912,645
Measure FF Streets 16,651,651
TOTAL Gann Appropriation Limitation 420,156,522$ (1) Appropriations Subject to Gann Limitation 356,114,278$ (2) EXCESS of Limitation Over Appropriation 64,042,244$
The GANN Limit override to raise the spending limit for the special taxes are required to be renewed by voters every four years. The date the next GANN Limit override is to be submitted to voters is November, 2028
EXHIBIT A
CITY OF BERKELEY
GANN APPROPRIATION LIMITATION FOR FY 2027
(Based on the FY 2027 Proposed Budget)
Notes:
(1) The appropriation limit is the calculated dollar amount, which restricts the ability to receive and appropriate proceeds of taxes.
(2) The amounts of appropriations subject to the limitation are budgeted proceeds of taxes (e.g., all taxes levied; transfers from an enterprise fund to the extent those funds exceed the cost of providing the services; discretionary state subventions; interest earned from the investment of proceeds of taxes, etc.) and the total of these budgeted revenue cannot exceed the total appropriation limitations.
72,457,778$
457,186$
1,436,890
554,883
414,609
1,623,144
1,260,012
3,635,197
33,147,004
42,528,925
29,928,853$
Growth Factor
Appropriation Limit Before
Transferred Cost and Add Back of
Special Taxes Landscaping Street Lighting Library Relief Tax E mergency Medical
Services Special Tax
Park Maintenance
City Trees and
Landscaping Special
Tax
E mergency
Paratransit Tax
Disaster Fire
Protection Tax
Fire Protection &
E mergency
Response &
Preparedness
Firefighting,
E mergency
Medical Response
and Wildfire Library Relief
Measure FF
Streets
Base Year 29,928,853$ - 29,928,853$ 1980 1.097700 32,852,902 - 32,852,902
1981 1.121400 36,841,244 - 36,841,244
1982 1.083100 39,902,752 $ (949,298) $ (522,600) (1,471,898)$ 38,430,854 1983 1.070200 41,128,700 - 41,128,700
1984 1.029600 42,346,109 - 42,346,109
1985 1.047000 44,336,377 - 44,336,377
1986 1.045400 46,349,249 - 46,349,249
1987 1.025800 47,545,060 - 47,545,060
1988 1.047500 49,803,451 - 49,803,451
1989 1.054700 52,527,700 - 52,527,700
1990 1.050200 55,164,591 6,010,000$ 6,010,000 61,174,591 1991 1.056300 58,270,356 6,600,000 6,600,000 64,870,356 1992 1.056800 61,580,113 6,752,000 6,752,000 68,332,113 1993 1.057900 65,145,601 6,850,000 6,850,000 71,995,601 1994 1.043100 67,953,377 7,202,000 7,202,000 75,155,377 1995 1.016900 69,101,789 7,202,000 7,202,000 76,303,789 1996 1.030200 71,188,663 7,570,000 7,570,000 78,758,663 1997 1.063200 75,687,786 7,570,000 7,570,000 83,257,786 1998 1.060800 80,289,604 7,570,000 1,639,599$ 5,500,000$ 14,709,599 94,999,203 1999 1.060400 85,139,096 7,927,500 1,651,547 5,790,163 15,369,210 100,508,306 2000 1.059900 90,238,928 8,373,875 1,701,093 5,850,400 15,925,368 106,164,296 2001 1.057500 95,427,666 8,936,938 1,812,014 6,025,912 16,774,864 112,202,530 2002 1.097300 104,712,778 9,478,469 1,927,257 7,211,984 661,000$ 19,278,710 123,991,488 2003 0.999740 104,685,553 9,997,653 1,974,876 7,435,281 689,369 1,000,000 $ 21,097,179 125,782,732 2004 1.031489 107,981,996 11,654,000 2,034,352 7,609,028 690,475 970,000 22,957,855 130,939,851 2005 1.040236 112,326,760 11,603,755 2,000,000 7,594,920 702,727 950,639 22,852,041 135,178,801 2006 1.060000 119,066,366 12,214,113 2,040,000 7,755,780 754,105 969,652 23,733,650 142,800,016 2007 1.052907 125,365,810 12,580,535 2,120,827 7,975,189 771,244 969,652 24,417,447 149,783,257 2008 1.055370 132,307,315 13,209,469 2,184,452 8,214,445 805,333 998,742 25,412,441 157,719,756 2009 1.056666 139,804,642 13,520,414 2,274,380 8,502,545 839,882 969,652 26,106,873 165,911,515 2010 1.018780 142,430,173 13,655,619 2,297,124 8,587,570 889,152 969,652 5,400,000 31,799,117 174,229,290 2011 1.072060 152,693,690 13,904,789 2,332,903 8,754,869 894,401 969,652 3,600,000 30,456,614 183,150,304 2012 1.0381 158,511,319 14,425,555 2,461,803 9,237,474 944,155 969,652 3,788,761 31,827,400 190,338,719 2013 1.04787 166,099,254 15,028,438 2,484,633 9,309,080 967,511 985,734 3,879,323 32,654,719 198,753,973 2014 1.063912 176,714,993 15,870,770 2,561,235 9,586,190 1,022,302 985,734 4,095,987 34,122,218 210,837,211 2015 1.011200 178,694,201 16,345,912 2,640,032 9,865,971 1,052,122 985,734 4,186,198 35,075,969 213,770,170 2016 1.051700 187,932,691 16,617,288 2,687,121 10,043,981 1,070,929 985,734 4,256,304 35,661,357 223,594,048 2017 1.064900 200,129,523 17,893,335 2,778,750 12,150,387 1,152,175 985,734 4,583,053 39,543,434 239,672,957 2018 1.047200 209,575,636 18,786,687 2,916,558 12,763,390 1,209,625 985,734 4,812,892 41,474,886 251,050,522 2019 1.045400 219,090,370 19,746,463 3,047,265 13,411,968 1,270,257 985,734 5,058,273 43,519,960 262,610,330 2020 1.046200 229,212,345 20,806,525 3,215,011 14,143,821 1,339,668 985,734 5,328,686 45,819,445 275,031,790 2021 1.041100 238,632,972 20,342,539 3,183,676 14,369,024 1,361,402 985,734 5,405,100 45,647,475 284,280,447 2022 1.053400 251,375,973 21,704,603 3,330,634 15,320,468 1,451,853 0 5,559,637 12,750,000 60,117,195 311,493,168 2023 1.068800 268,670,640 23,837,768 3,562,620 16,791,663 1,590,735 5,777,036 8,604,000 60,163,822 328,834,462 2024 1.039400 279,256,263 25,050,748 3,742,618 17,664,146 1,673,845 0 5,645,200 9,770,233 63,546,790 342,803,053 2025 1.030600 287,801,505 25,905,893 3,874,480 18,297,945 1,733,706 0 5,821,950 10,102,578 65,736,552 353,538,057 2026 1.062000 305,645,198 28,150,805 4,004,684 22,467,856 1,882,839 0 6,326,071 10,969,060 5,600,000 22,500,000 101,901,315 407,546,513 2027 1.048400 320,438,426 29,463,772 4,149,151 23,463,242 1,972,678 0 6,621,319 11,483,638 5,912,645 16,651,651 99,718,096 420,156,522
CITY OF BERKELEY
EXHIBIT B
SCHEDULE TO CALCULATE APPROPRIATION LIMITATION FOR FY 2027 (Based on the FY 2027 Proposed Budget)
4. Non-Proceeds of Taxes
Base Year 1978/79
Subtotal Transferred Cost and
Special Taxes
Total City Appropriations (Per Final Amended Budget for FY 1978/79) Beginning Balances Less: Transferred Cost
Fiscal
Year
Warehouse
Add Back: Special Taxes
Appropriation Limit
After Transferred
Cost and Add Back
of Special Taxes
Less: 1. Debt Service Appropriation
2. Inter-service Funds:
Marina Operations & Maintenance
Off-Street Parking
Sanitary Sewer Maintenance &
Construction
Refuse Collection
Appropriation Subject to Limitation
Equipment Maintenance
3. Enterprise Funds:
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
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Henry Oyekanmi, Director, Finance Department Subject: FY 2027 State Code Revision, Reaffirming the Investment Policy and Designation of Investment Authority
RECOMMENDATION
Adopt a Resolution accepting the changes to the Investment Policy to comply with updated state codes, reaffirm the Investment Policy, and confirm the delegation of investment authority to the Director of Finance to make investments for FY 2027.
FISCAL IMPACTS OF RECOMMENDATION
There are no fiscal impacts from accepting the current Investment Policy and renewing the delegation of authority to the Director of Finance to make investments.
CURRENT SITUATION AND ITS EFFECTS
A. Accept Changes to Comply with State Code
B. FY 2027 Reaffirming the City’s Investment Policy
The City’s Statement of Investment Policies requires the City Council to annually reaffirm the Statement of Investment Policy.
C. Delegating Authority to Make Investments
The Investment Policy requires the City Council to annually confirm the delegation of investment authority to the Director of Finance.
BACKGROUND
The State statutes that govern investment activity requires the City Council to annually affirm the Investment Policy and to annually confirm the delegation of investment authority.
FY 2027 Reaffirming the Investment Policy and CONSENT CALENDAR Designation of Investment Authority June 30, 2026
INVESTMENT OVERSIGHT
All investments included in the portfolio comply with the City’s adopted investment policies and State law.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
The Investment Policy provides opportunities to make environmentally responsible investments that support the City’s environmental sustainability goals.
RATIONALE FOR ECOMMENDATION
The State requires City Council to annually affirm the Investment Policy, and to annually confirm the delegation of investment authority to the Director of Finance.
ALTERNATIVE ACTIONS CONSIDERED
None.
CONTACT PERSON
Henry Oyekanmi, Director of Finance, Finance Department, 981-7301 Attachments:
1. Resolution
2. Investment Policies for Idle Pooled Cash (Effective July 1, 2026)
3. Investment Policies for Retiree Medical Plan Trust Funds (Effective July 1, 2026)
RESOLUTION NO. ##,###-N.S.
AFFIRMING THE INVESTMENT POLICY AND RENEWING THE DELEGATION OF
AUTHORITY TO MAKE INVESTMENTS TO THE DIRECTOR OF FINANCE WHEREAS, by Resolution No. 71,843–N.S. dated June 24, 2025, the City Council adopted the Investment Policy for the City of Berkeley; and WHEREAS, the Statement of Investment Policies requires the Director of Finance to submit and make recommendations for amendments to the investment policy; and WHEREAS, the Director of Finance has recommended several updates in order to comply with state codes.
NOW THEREFORE, BE IT RESOLVED that the Council of the City of Berkeley accepts the changes, affirms the Statement of Investment Policies, and confirms the delegation of investment authority to make investments to the Director of Finance for FY 2027.
City of Berkeley
Investment Policy
Effective July 1, 20265
1 City of Berkeley
Investment Policy
July 1, 20265
Table of Contents
I. INTRODUCTION ........................................................................................................2 A. Scope of Policies.....................................................................................................2 B. Investment Objectives .............................................................................................2 C. Use of State Investment Guidelines ........................................................................6 II. INVESTMENT AUTHORITY AND RESPONSIBILITIES.............................................6 A. Authorized Investment Officers ...............................................................................6 B. Internal Controls ......................................................................................................7 C. Evaluation of Investment Officer Actions.................................................................9 III. CAPITAL PRESERVATION AND RISK......................................................................9 A. Overview .................................................................................................................9 B. Portfolio Diversification Practices ............................................................................9 IV. ELIGIBLE FINANCIAL INSTITUTIONS ....................................................................10 A. Authorized Dealers................................................................................................10 B. Individual Placement of Deposits ..........................................................................10 V. INVESTMENT VEHICLES........................................................................................11 A. State of California Limitations................................................................................11 B. City Policies...........................................................................................................14 VI. INVESTMENT MATURITY .......................................................................................16 VII. CASH MANAGEMENT .............................................................................................16 VIII. EVALUATION OF INVESTMENT PERFORMANCE ................................................16 IX. INVESTMENT REPORTING ....................................................................................17 X. APPENDICES...........................................................................................................19 A. Investment Portfolio – Diversification Requirements .............................................19 B. Berkeley’s ESG Investing Initiative........................................................................20
2 I. Introduction
Pursuant to Sections 2.44.040 and 2.44.060 of the Berkeley Municipal Code, Resolution No. 45,087-N.S., and Sections 53601, 53607, 53636 and 53648 of the State Government Code, the Director of Finance, the Treasurer of the City, is authorized to make investments of the City’s idle funds. The Code also directs the City to present an annual investment policy to the City Council for approval. This Investment Policy, after approval of the amendments by the City Council, will serve as the Investment Policy for the City of Berkeley for fiscal year 2026.
A. Scope of Policies
These investment policies apply to the investments of the City of Berkeley and the Rent Stabilization Board. All financial assets of any non-trust funds, including the general fund and other funds that may be created from time to time, shall be administered in accordance with the provisions of these policies.
B. Investment Objectives
The City's primary investment objective is to achieve a reasonable rate of return on public funds while minimizing the potential for capital losses arising from market changes or issuer default.
Although the generation of revenues through interest earnings on investments is an appropriate City goal, the primary consideration in the investment of City funds is capital preservation in the overall portfolio. As such, the City's yield objective is to achieve a reasonable rate of return on City investments rather than the maximum generation of income, which could expose the City to unacceptable levels of risk.
The following investment objectives, in order of priority, shall be applied in the management of City funds: safety, liquidity and yield.
1. Safety of principal is the foremost objective of the investment program Investments shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective is to mitigate credit risk and interest rate risk, summarized as follows:
a. Credit risk. This is the risk of loss due to the failure of the security issuer or backer. Credit risk may be mitigated by:
Limiting investments to the safest types of securities. Determining the credit worthiness of the financial institutions, broker/dealers, and intermediaries with which the City does business. Diversifying the investment portfolio so that potential losses on individual securities will be minimized.
b. Interest rate risk. This is the risk that the market value of securities in the portfolio will fall due to changes in general interest rates. Interest rate risk may be mitigated by:
3 Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities prior to maturity; and
Investing operating funds primarily in shorter-term securities.
2. Liquidity
No investment shall be made that could not appropriately be held to maturity without compromising liquidity requirements. The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated. This is accomplished by structuring the portfolio so that securities mature concurrent with cash needs to meet anticipated demands (static liquidity). Furthermore, since all possible cash demands cannot be anticipated, the portfolio should consist largely of securities with active secondary markets (dynamic liquidity).
3. Yield
The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the City’s investment risk constraints and liquidity needs. Return on investment is of least importance compared to the safety and liquidity objectives described above. The core of investments are limited to relatively low risk securities in anticipation of earning a reasonable return relative to the risk being assumed. Securities shall not be sold prior to maturity with the following exceptions:
i. Liquidity needs of the portfolio require that the security be sold. ii. A security swap would improve the quality, yield, or target duration in the portfolio.
4. Responsible Investing
Investment policies of the City of Berkeley shall comply with the letter of the following ordinances, resolutions and directives:
Nuclear-Free Berkeley Act
Resolution No. 59,853-N.S.-Oppressive States Contract prohibition Divestment from Gun Manufacturers and Tobacco Companies Divestment from Publicly Traded Fossil Fuel Companies and Banks that Finance Pipelines and Fossil Fuel Infrastructure
Divestment from Prisons Resolution No. 67,640-N.S. and Immigration Detention Companies
Divest from Any Companies Designing, Building or Financing the U.S. – Mexico Border Wall Resolution No. 67,865-N.S.
No Investment in Any Entity Involve in the Production and Manufacturing of Weapons-Resolution No. 68,766-N.S.
Integrate Environmental, Social, and Governance Principles (ESG) for All Investment Decision Making Process (See Appendix B for details.)
a. Nuclear-Free Berkeley Act
To the extent possible, without compromising the City’s safety, liquidity and yield objectives, it is the City’s policy to prefer investments in U.S. Agency securities.
They are preferred because of their generally higher yields and generally socially preferable uses, such as housing loans or student loans, versus investments in Treasury securities with their association with nuclear weapons.
All financial institutions, which hold deposits or investments of the City, shall file a statement with the Director of Finance indicating the percentage of the bank’s assets which are loaned to or invested in nuclear weapons agents as defined in Section 12.90 of the Nuclear-Free Berkeley Act. The Director of Finance shall use this information as a factor in selecting banks which have minimum involvement in the nuclear weapons industry. A summary of these reports shall be attached to the annual Statement of Investment Policies. Investments in United States Treasury securities may be made by the City of Berkeley.
The City of Berkeley shall ensure that any City funds, or any funds controlled by the City, invested or other third parties, are invested according to the provisions of this section and, to this end, shall obtain written assurances to this effect from any such trustees or third parties. b. Divestment From Publicly-Traded Fossil Fuel Companies and Companies that Provide Direct Financing or On-going Lines of Credit for the Funding of Fossil Fuel Infrastructure
The City of Berkeley has a responsibility to protect the lives and livelihoods of its inhabitants from the threat of climate change. While fossil fuel companies provide an attractive return on investment, the City of Berkeley will suffer greater economic and financial losses from the impact of unchecked climate change. The City’s infrastructure, businesses and communities would face greater risk of damages and losses due to that climate change. The City believes that its investments should support a future where all citizens can live healthy lives without the negative impacts of a warming environment. For the purposes of the Investment Policy, a “fossil fuel company “shall be defined as any of the two hundred publicly-traded companies with the largest coal, oil and gas reserves as measured by the gigatons of carbon dioxide that would be emitted if those reserves were extracted and burned, as listed in the Carbon Tracker Initiative’s “Unburnable Carbon” report.
Staff responsible for managing the City’s investment portfolio are directed to divest all City funds held in fossil fuel companies or companies that provide direct financing or on-going lines of credit for the funding of fossil fuel infrastructure such as the Dakota Access Pipeline and are prohibited from making any new investments in such companies.
c. Divestment from Gun Manufacturers and Tobacco Companies The City of Berkeley has a responsibility to protect the lives and livelihoods of its
inhabitants from the threat of dangerous weapons and products. There is no better role for city government than to protect people. If the City invests in companies that are putting dangerous weapons and dangerous products on our streets, then the City is part of the problem.
Staff responsible for managing the City’s investment portfolio are directed to divest all City funds held in gun manufacturers and tobacco companies and are prohibited from making any new investments in such companies. d. Divestment from Prisons and Immigration Detention Companies The prison and immigration detention industry reaps large monetary benefits from the imprisonment of these communities. Prison companies admit that their companies benefit from high incarceration rates. With the increasing economic benefits that come with commodifying human lives, the City of Berkeley should divest from prison and immigration detention companies to make a statement that the industry harms human lives and degrades them as monetary investment.
Staff responsible for managing the City’s investment portfolio are directed to divest all City funds held in Prisons and Immigration Detention Companies and are prohibited from making any new investments in such companies. e. Divestment from any Companies Designing, Building or Financing the U.S.- Mexico Border Wall - Resolution No. 67,865-N.S.
The City of Berkeley is strongly opposed to the construction of a border wall between the United States and Mexico as called for in Presidential Executive Order 13767. Immigration has been part of this country's history since its inception. Construction of a border wall with tightened security will harm refugees who are feeling violence and conflict in Central American countries including Honduras and El Salvador. A border wall would increase international tensions and cause environmental damage by increasing emissions, cutting off natural water flows, and disturbing wildlife migration routes. The wall would cut through ancestral native lands and would significantly disrupt tribal communities. In addition, construction of a wall would be huge financial burden to taxpayers.
Therefore, to ensure that local tax dollars in no way support the construction of the proposed border wall, the City of Berkeley will divest from all companies involved with designing, building, and financing the border wall.
Staff responsible for managing the City's investment portfolio are directed to divest all city funds from companies that design, build or finance the U.S.-Mexico border wall as called for in Presidential Executive Order 13767, and are prohibited from making any new investments in such companies. f. No Investment in Any Entity Involve in the Production and Manufacturing of Weapons-Resolution No. 68,766-N.S.
The City of Berkeley joins the cities nationwide that oppose militarism and violence, and encourages other cities to follow Berkeley’s lead. U.S. weapons manufacturers continue to supply repressive regimes around the world and U.S.
produced weapons are being used in attacks that the international community deems unlawful for their disproportionate and excessive harm to civilians.
Staff responsible for managing the City's investment portfolio are directed to divest all City funds from companies that are involved in the production or manufacturing of weapons and weapons system, whether conventional or nuclear and including the manufacture of civilian arms.
These guidelines apply to all cash-equivalent assets included within the scope of the City's audited financial statements and held either directly by the City or held and invested by fiscal agents.
g. Integrate Environmental, Social, and Governance Principles (ESG) for All Investment Decision Making Process (See Appendix B for details.) This combines environmental, social, and governance issues with traditional financial factors in the investment decision-making process. ESG investing helps cities like Berkeley to benefit from both impact driven and financially prudent investments. ESG principles would put Berkeley’s values into our investment dollars.
C. Use of State Investment Guidelines
Government Code Sections 16481.2, 53601, 53607, 53635, and 53646 of the State of California regulate the investment practices. It is the policy of the City of Berkeley to use the State's provisions for local government investments as the base for developing and implementing the City's investment policies and practices.
As required under Government Code Sections 16481.2 and 53646, the Statement of Investment Policies will be reviewed by the Council annually.
II. Investment Authority and Responsibilities
A. Authorized Investment Officers
1. Idle Funds
Pursuant to Sections 2.44.040, 2.44.060 of the Berkeley Municipal Code, Resolution No. 45,087-N.S., and Sections 53601, 53636 and 53648 of the State Government Code, the Director of Finance, the Treasurer of the City, is authorized to make investments of the City’s idle funds. Responsibility for the operation of the investment program is hereby delegated to the Director of Finance, who shall carry out established written procedures and internal controls for the operation of the investment program consistent with this plan. Procedures should include
references to: safekeeping, delivery versus payment basis of settling transactions, investment accounting, repurchase agreements, wire transfer agreements, collateral/depository agreements and banking services contracts. In the exercise of this responsibility, the authority to perform specific investment tasks and duties is delegated as follows:
• Treasury Manager/Revenue Collection Manager. In the absence, and under the direction, of the Finance Director, to invest idle funds on a daily basis as required for cash flow purposes pursuant to the requirements of the Statement of Investment Policies.
• Senior Accountant or Accounting Manager. To execute necessary investment documents, and obtain the approval of the Director of Finance to authorize wire transfers and execute bank authorizations.
• Deputy City Manager. To execute necessary investment documents, authorize wire transfers; execute bank authorization in absence of the Director of Finance, Treasury Manager/ Revenue Collection Manager, Senior Accountant, and the Accounting Manager.
B. Internal Controls
The Director of Finance shall establish a system of internal controls designed to prevent losses of public funds arising from fraud, employee error, misrepresentation of third parties, unanticipated changes in financial markets, or imprudent actions by employees and officers of the City of Berkeley. The concept of reasonable assurance recognizes that (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. These controls shall include:
• Separation of transaction authority from accounting and physical custody. • By separating the person who authorizes or performs the transaction from the people who record or otherwise account for the transaction, a separation of duties is achieved.
• Also, securities purchased from any bank or dealer including appropriate collateral (as defined by State Law), shall be placed with an independent third party for custodial safekeeping.
• Avoidance of physical delivery of securities by using a delivery versus payment “Basis of Settlement Only.”
• All trades will be executed on a delivery versus payment (DVP) basis. This ensures that securities are delivered to the City’s safekeeping bank at the same time the funds are released by the City’s safekeeping bank.
• Third-Party custodial safekeeping of securities held in the name of the City. Delivered securities must be properly safeguarded against loss or destruction. Book entry securities are recorded in electronic records and the potential for fraud and loss increases with physically delivered securities. All investment securities, except collateralized certificates of deposit and money market funds, purchased by the City will be delivered by either book entry or physical delivery and will be held in third-
party safekeeping by a City-approved custodian bank, its correspondent New York Bank or the Depository Trust Corporation (DTC). Whenever possible, securities purchased are to be recorded in “book entry” form.
• All securities and applicable collateral will be held by the City’s third party custodian and evidenced by safekeeping receipts. All book entry securities owned by the City shall be evidenced by a safekeeping receipt issued to the City by the custodian bank to acknowledge that the securities are held in the Federal Reserve system in a “customer account” for the custodian bank which names the City as “customer”; The Director of Finance will require each approved safekeeping financial institution to submit a copy of its Consolidated Report of Condition and Income (Call Report) to the City within 60 days after the end of each calendar quarter.
• Competitive bidding on investment transactions. Before the City invests in any secondary market funds, competitive bids shall be requested. If a specific maturity date is required, either for cash flow purposes or for conformance to maturity guidelines, bids will be requested from at least three financial institutions for instruments which meet the maturity requirement. If no specific maturity is required, a yield curve analysis will be conducted to determine which maturities would be most advantageous.
• Written confirmation and documentation of all financial transactions. • Due to the potential for error and improprieties arising from telephone transactions, all telephone transactions should be supported by written communications and approved by the appropriate person. Written communications may be via fax if on letterhead and the safekeeping institution has a list of authorized signatures. • Rapid deposit of funds received by the City (i.e., large checks.) • Bonding of all investment officials.
C. Evaluation of Investment Officer Actions
Section 53600.3 of the Government Code identifies trustees as those persons authorized to make investment decisions on behalf of a local agency. As a trustee, the standard of prudence to be used by investment officials shall be the "prudent investor" standard and shall be applied in the context of managing an overall portfolio. Investment officers acting in accordance with written procedures, and exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and the liquidity and the sale of securities are carried out in accordance with the terms of this plan.
Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived.
Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with the proper execution and management of the investment program, or that could impair their ability to make impartial decisions. Employees and investment officials shall disclose any material interests in financial institutions with which they conduct business. They shall further disclose any personal financial/investment positions that could be related to the performance of the investment portfolio. Employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of their entity.
III. Capital Preservation and Risk
A. Overview
Some level of risk is inherent in any investment transaction. Losses may be incurred due to issuer default, market price changes, or technical cash flow complications such as investments in non-marketable certificates of deposit. Diversification of the City's portfolio by institution, investment vehicle, and maturity term is the primary tool available to the City in minimizing investment risk and capital losses by safeguarding the overall portfolio from any individual loss.
B. Portfolio Diversification Practices
The following sections summarize the City's major portfolio diversification practices and guidelines in determining:
• Authorized Dealers
• Investment Vehicles
• Investment Maturity
Portfolio limitations included in these guidelines are to be based on the portfolio composition and investment management plan policies in effect at the time of placement; the actual composition of the City's investments may vary over time from plan limitations due to overall portfolio changes from when the individual placement was made as well as changes in the City's investment management plan
IV. Eligible Financial Institutions
A. Authorized Dealers
• Investments shall be purchased only through well-established, financially sound institutions. The Finance Director shall maintain a list of financial institutions and broker/dealers approved for investment. All financial institutions and broker/dealers who desire to become qualified bidders for investment transactions will be given a copy of the City’s Statement of Investment Policies, and a return cover letter which must be signed indicating that the Statement of Investment Policies has been read and understood.
Qualified financial institutions and broker/dealers must supply the Director of Finance with the following:
o Financial Institutions
Current audited financial statements Depository contracts, as appropriate A copy of the latest FDIC call report or the latest FHLBB report, as appropriate.
o Broker/Dealers
Current audited financial statements
Proof that brokerage firm is a member in good standing with a national securities exchange.
• Except for repurchase agreements, investments shall be awarded based on competitive bids. Documentation relating to investment quotes shall be maintained by the Finance Department for a period of one year.
B. Individual Placement of Deposits
Individual placement of negotiable, collateralized, and other time certificates of deposit with eligible financial institutions shall be based on the following practices and procedures:
• Deposits shall only be placed with financial institutions maintaining offices within the City of Berkeley.
• Unless collateralized by eligible securities as provided in Sections 53651 and 53652 of the Government Code, the maximum amount of Certificates of Deposit to be placed with any single institution is $250,000.
V. Investment Vehicles
A. State of California Limitations
As provided in Sections 53601, 53635, and 16429.1 of the Government Code, the State of California limits the investment vehicles available to local agencies to the following:
1. U.S. Treasury Instruments
As authorized in Government Code Section 53601(b), this category includes bills, notes, bonds or certificates of indebtedness, or those for which the faith and credit of the United States are pledged for the payment of principal and interest. There are no portfolio limitations on the amount.
2. U.S. Government Sponsored Enterprises
As authorized in Government Code Section 53601(f), this category includes a wide variety of government securities. These securities include U. S. government- sponsored enterprise obligations, such as issues by the Federal National Mortgage Association
(FNMA's), Federal Home Loan Bank (FHLB), Federal Farm Credit (FFCB), Student Loan Marketing Association (SLMA), etc. There are no portfolio limitations on the amount.
3. Local Municipal Securities
As authorized in Government Code Section 53601(a)(c)(d)(e), this category includes obligations of the City, the State of California, any of the other 49 states, and any local agency within the State of California, provided that:
• The securities are rated “A” or higher by at least one nationally recognized statistical rating organization (Moody’s, S&P Global or Fitch). • No more than 5% of the portfolio may be invested in any issuer. • The maximum maturity does not exceed five years.
4. Banker's Acceptances
As provided in Government Code Section 53601(f)g, 40% of the City's portfolio may be invested in Banker's Acceptances, otherwise known as bills of exchange or time drafts that are drawn on and accepted by a commercial bank, although no more than 30% of the portfolio may be invested in Bankers' Acceptances with any one commercial bank.
Additionally, the maturity period cannot exceed 180 days.
Issuing banks must have a short-term rating of “P-1, A-1 or F-1” or better by two of the three nationally recognized statistical rating organizations (Moody’s, S&P Global or Fitch).
5. Commercial Paper
Local agencies with total investment assets under investment management in excess of $100 million may invest in Commercial Paper. Commercial paper is a short-term, unsecured promissory note issued by financial and non- financial companies to raise short-term cash. As provided in Government Code Section 53601(h) up to 4025%* of the City's portfolio may be invested in "prime" commercial paper of the highest ranking or of the highest letter and number rating as provided by a nationally recognized statistical-rating organization (i.e., Moody's or S& P Global, Standard and Poor's or Fitch), with maturities not to exceed 397 days *. The issuer must have Commercial Paper that is rated “P-1, A-1, or F-1” by two of the three nationally recognized statistical rating organization: Moodys, S&P Global or Fitch, respectively.270 days. The issuer must have total assets in excess of $500 million, and have debt other than Commercial Paper rated “A” or higher by a nationally recognized statistical-rating organization.
The issuer must have total assets in excess of $500 million, and have debt other than Commercial Paper rated “A” or higher by one of the three nationally recognized statistical- rating organizations above.
*Until January 1, 2031
6. Negotiable Certificates of Deposit
Negotiable certificates of deposit are a fixed deposit certificate that may be negotiated (traded) to a third party. The institution issuing the certificate promises to pay the holder the initial investment plus the interest rate stated on the certificate at maturity.
Depositories are limited to banks, and savings and loan with an issuer short-term rating of “P-1, A-1, or F-1” by two of the three nationally recognized statistical rating organization:
Moodys, S&P Global or Fitch, respectively. As authorized in Government Code Section 53601(i), the City may invest 30% of its portfolio in negotiable certificates of deposit issued by commercial banks, thrifts and foreign banks.
7. Repurchase Agreements
Repurchase agreements are agreements between the local agency and seller for the local agency to purchase government securities to be resold back to the seller at a specific date and for a specific amount and are authorized by Government Code Section 53601(j). Although the legal maximum maturity on these investments is 360 days, repurchase agreements are generally short-term investments varying from one day to two weeks. Investments in repurchase agreements must be collateralized, and collateral required for repurchase agreements is limited to Treasury and Agency securities. In order to anticipate market changes and provide a level of security for all funds, the required collateralization level is 102% of market value of principal and accrued interest.
8. Reverse Repurchase Agreements
Reverse repurchase agreements are a sale of securities by the local agency with a simultaneous agreement for the local agency to repurchase the securities on or before a specified date. As provided in Government Code section 53635(j), reverse repurchase agreements require the prior approval of the City Council. Reverse repurchase agreements can only be made with primary dealers of the Federal Reserve Bank of New York or with a nationally or state-chartered bank that has or has had a significant banking relationship with the local agency. Reverse Repos cannot constitute more than 20% of the “market value” of the City’s portfolio. Reverse Repos are limited to 92 days unless the minimum spread between the rate on investment and cost of funds is guaranteed in writing, and securities used to make Reverse Repos must be held for a minimum of 30 days prior to the transaction.
Reverse repurchase agreements can only be made with primary dealers of the Federal
Reserve Bank of New York or with a nationally or state-chartered bank that has or has had a significant banking relationship with the local agency. There are no portfolio limitations on the amount for these investments.
9. Medium-Term Corporate Notes
As authorized in Government Code Section 53601(k), local agencies may invest in corporate bonds and notes of domestic corporations organized and operating in the United States, or foreign institutions licensed by the US federal or state governments operating within the United States, of industrial companies, banks, bank holding companies, insurance companies, thrifts and finance companies that are rated “A” or better by a nationally recognized rating service (Moodys, S&P Global or Fitch); and issued by corporations organized and operating in the United States. The maximum remaining maturity is limited to five years, and the amount invested must not exceed 30% of the agency's portfolio.
No more than 10% of the total investment assets may be invested in the commercial paper and the medium term notes of any single issuer.
10. Shares of Beneficial Interest Issued By Diversified Management Companies As authorized in Government Code Section 53601(l), local agencies are also authorized to invest in shares of beneficial interest issued by diversified management companies (i.e., mutual funds) as defined in Section 23701(m) of the Revenue and Taxation Code in an amount not to exceed 20% of the agency's portfolio.
The issuer must have attained the highest ranking or of the highest letter and number rating as provided by a nationally recognized statistical-rating organization (i.e., Moody's or Standard and Poor's or Fitch) or retain an investment advisor registered with the SEC or exempt from registration and who has not less than five years' experience investing in money market instruments with assets under management in excess of $500 million.
11. Financial Futures and Financial Option Contracts
As authorized in Government Code Section 53601.1, local agencies may invest in financial futures or option contracts in any of the above investment categories subject to the same overall portfolio limitations.
12. Time Certificates of Deposit
As authorized in Government Code Section 53635, time certificates of deposit are fixed term, non-negotiable investments which are required to be collateralized 110% by eligible pooled securities. The pool is administered by the State, and is composed of a wide variety of government securities, secured by first mortgages on improved residential property located in the State. There are no portfolio limits on the amount; however the maturity period for this investment vehicle may not exceed five years unless approved by
the Council.
13. Local Agency Investment Fund
As authorized in Government Code Section 16429.1, local agencies may invest in the Local Agency Investment Fund (LAIF), a pooled investment fund managed by the State Treasurer’s Office. It operates like a money market fund, but is for the exclusive benefit of governmental entities within the State. The current maximum amount of money that may be invested is $40 million.
14. Moneys Held By A Trustee Or Fiscal Agent
As authorized in Government Code Section 53601(m), debt proceeds held by a trustee or fiscal agent, which are pledged to the payment or security of bonds or other indebtedness may be invested in accordance with the statutory provisions governing the issuance of those bonds or other agreement; or to the extent not
inconsistent with statutory provisions, or if there are no specific statutory provisions, investments may be made in accordance with the ordinance, resolution, indenture, or agreement of the local agency for the issuance.
This category includes investment agreements approved in writing by insurance companies, supported by appropriate opinions of counsel with notice to Standard and Poor’s.
15. Other Secured Notes, Bonds Or Other Obligations
As authorized in Government Code Section 53601(n), notes, bonds, or other obligations that are at all times secured by a valid first priority security interest in securities of the types listed by Section 53651 as eligible securities.
16. Mortgage Pass Through, Collateralized Mortgage Obligation, Mortgage-backed Bond, Equipment Lease-backed Certificate, Consumer Receivable Pass through Certificate, and Consumer Receivable-backed Bond As authorized in Government Code Section 53601(o), securities in this category must be rated “AA” or its equivalent or better by a nationally recognized rating service.
Purchases may not exceed 20% of the agency’s portfolio.
17. Money Market Mutual Fund (MMF)
A money market mutual fund must receive the highest ranking by not less than two nationally recognized statistical rating organizations (Moodys, S&P Global or Fitch) or retain an investment advisor registered with the SEC or exempt from registration and who has not less than five years' experience investing in money market instruments with assets under management in excess of $500 million.
The MMF must be registered with the Securities and Exchange Commission and comply with the most recent guidelines of Rule 2a-7 and other rules under the Investment Act of 1940 governing the operation of money market funds.
17.18. Public Bank Obligations
As authorized in Government Code Section 53601(r),53635(c), and 57603 local agencies may invest on commercial paper, debt securities or other obligations of a public bank. The maximum remaining maturity is limited to five years.
Local agencies may invest only in those instruments specified in State law. Investments commonly held in personal investment portfolios like shares of exchange traded funds (ETFs), equities, and real estate investment trusts (REITs), and insurance products like annuities are not statutorily permitted investments and are effectively prohibited in a local agency surplus funds portfolio.
B. City Policies
1. Allowable Investment Vehicles and Restrictions
The Director of Finance/City Treasurer is authorized to invest in any of the investment vehicles allowed by Sections 53601, 53635 and 16429.1 of the Government Code above, with the following limitations:
Financial futures; option contracts, floaters, inverse floaters, range notes, interest-only strips that are derived from a pool of mortgages, or any security that could result in zero interest income if held to maturity may not be purchased. Exclusion of these vehicles is consistent with the City's overall objective of achieving reasonable yields on public funds while minimizing risk and capital losses. Although the potential exists for greater interest yields with these vehicles, it is believed that the potential level of risk exceeds their benefits except in very limited circumstances.
Reverse repurchase agreements shall be entered into only to effect a “matched” transaction whereby the proceeds of the reverse are reinvested for the same period as the term of the reverse repurchase agreement.
• Funds will only be invested in negotiable Certificates of Deposit that are fully insured by the Federal Deposit Insurance Corporation (FDIC) or the Federal Savings and Loan Insurance Corporation (FSLIC) in amounts up to $250,000 (including interest).
• The authority to invest in certain securities is restricted by the provisions of the section entitled “Responsible Investing”.
• No more than 45% of the portfolio may be invested in callable agency or government- sponsored enterprise securities.
• Commercial paper is limited to a maturity of 180 days, and the issuer must have the highest rating from two nationally recognized rating agencies, not one (as required by the State).
• The greater of $5 million or 2% of the short-term portfolio can be in the commercial paper of any single corporation or group under essentially common ownership or control.
• Purchases of such corporate notes as mortgage pass through, collateralized mortgage obligation, mortgage-backed bond, equipment lease-backed certificate, consumer receivable pass through certificate and consumer receivable-backed bond must be rated “Aa” or AA or its equivalent or better by a nationally recognized rating service. As authorized in Government Code Section 53601(j), staff may invest in corporate bonds and notes of industrial companies, banks, bank holding companies, insurance companies, thrifts and finance companies that are rated “A” or better by a nationally recognized rating service; and issued by corporations organized and operating in the United States. The amount invested must not exceed 30% of the agency's portfolio.
• No investment shall be made which involve a “hidden” reduction in the investment rate or yield in order to subsidize other investment programs. For example, the City invests $10,000,000 for a year at a rate of 1% less than “market” rates.
• Up to 100% of the portfolio may be placed in money market accounts.
See Appendix A for the Investment Portfolio/Diversification Requirements, which lists the maximum amounts that may be invested in the various investment types and the maximum authorized maturities.
2. Term
Reserve funds from the proceeds of debt issues may be invested by the Director of Finance/City Treasurer in government agency securities with terms exceeding five (5) years, if the maturity of such investments are made to coincide as nearly as practicable with the life of the debt issue. A maximum of 30 percent of the par value of the portfolio may be invested in a stated maturity of up to 10 years.
3. New Investments
No new types of investments will be purchased for the first time without at least two weeks notification to the City Council. For example, although Mortgage Pass through securities are authorized investments, none will be purchased for the first time without such prior City Council notification.
VI. Investment Maturity
In addition to the risks associated with the credit-worthiness of the financial institution and the security of the investment vehicle, the maturity period of investments is also a significant consideration in the management of the City's portfolio. In order to minimize the impact of market risk, it is intended that all investments will be held until maturity. Investments may be sold prior to maturity for cash flow or appreciation purposes; however, no investment shall be made based solely on yields resulting from anticipated capital gains.
Also, except for debt proceeds, a maximum of 30 percent of the par value of the portfolio may exceed five years.
VII. Cash Management
To achieve a reasonable return on public funds, the following cash management practices will be followed:
• Maintain maximum investment of all City funds not required to meet immediate cash flow needs while maintaining adequate compensating balances as required under the City's banking services agreement.
• Pool resources available for investment from all City-administered funds, with interest earnings allocated to each of the funds in accordance with generally accepted accounting principles.
Maximize the City's cash flow through the immediate deposit of all cash receipts, use of direct deposits and wire transfers when available, and appropriate timing of payments to vendors. • Maximize the cash flow information available through the use of only one operating bank account.
VIII. Evaluation of Investment Performance
As indicated in the Introduction section of this document, it is the City's primary investment objective to achieve a reasonable rate of return on public funds while minimizing risks and preserving capital. In evaluating the performance of the City's portfolio in achieving this objective, it is expected that yields on City investments will regularly meet or exceed the average return on the State Local Agency Investment Fund (LAIF).
IX. Investment Reporting
Consistent with Sections 16481.2 and 53646 of the Government Code, the Department of Finance shall submit an annual Statement of Investment Policies to the Council for consideration at a public meeting.
In addition to the submittal of an annual Statement of Investment Policies, the Department of Finance shall provide the Council with a quarterly and annual investment report providing the following information for each investment or security:
• Issuer or broker/dealer (financial institution)
• Type of investment
• Certificate or other reference number if applicable
• Percentage yield on an annualized basis
• Purchase date
• Maturity date for each investment and the weighted average maturity of all the investments within the portfolio
• Current book value
• Current market value
• Total cost and market value, including source of this valuation, of the City's portfolio
• A description of the compliance with the Statement of Investment Policies • An evaluation of investment operations for the preceding year. This shall include an evaluation of how well the objectives have been achieved: the accuracy of forecasting expenditures and revenues, as well as a comparison of the average returns on the investment portfolio with that of the Local Agency Investment Fund (LAIF).
Report of investments. The Director of Finance shall prepare a report that provides a clear status of the current investment portfolio and transactions. The report will be prepared in a manner which allows the City Manager and Council to ascertain whether investment activities during the reporting period have conformed to the investment policies.
• Summary of key or unusual events, including but not limited to:
•
Any exceptions to policies;
Adherence to or deviations from social investment goals; Purchases of Treasury securities, other than in repurchase agreements with maturities of seven days or less;
Purchases of securities that exceed maturity limits;
Sales of securities more than three months before maturity; Changes in investment procedures, dealers, staff, etc. • Investment performance:
A glossary, defining all funds or accounts referred to elsewhere in the report; and a listing of banks, securities dealers and custodians that the City has had investment transactions during the period. A summary of the certifications for deposits of City funds. Other information regarding the City's portfolio as appropriate The Quarterly Investment Report shall include all investments as of the end of the quarter from all funds held in the City's portfolio, and shall be issued within 60 days after the end of the quarterly reporting period to the City Manager, and the City Council; the annual report shall be issued within 90 days after the end of the fiscal year to the City Manager, and the City Council.
22 X. Appendices
A. Investment Portfolio – Diversification Requirements
Investment Portfolio
Diversification Requirements
Investment Instrument
Maximum Amount of
Portfolio
Maximum Length to
Maturity
Bank / Time Deposit Accounts 100% 5 Years
Money Market Deposit AccountsFunds 100% N/A
Repurchase Agreements 10% 1 Year
Reverse Repurchase Agreements 10% 7 Days
Bankers Acceptances 40% 7 Days
U.S. Government Securities (Treasury Bills,
Notes, and Bonds)
100% 10 Years
U.S. Government Agency Securities by
Agency
100% 10 Years
Certificates of Deposit (Negotiable) 30% 10 Years
Local (Municipal) Agency Bonds 100% 5 Years
Commercial Paper 4025% 397180 Days
Medium Term Notes 30% 10 Years
Public Bank Obligations 10% of Unrestricted
Investments
5 Years
23 B. Berkeley’s ESG Investing Initiative
CITY OF BERKELEY
INVESTMENT POLICY
FOR RETIREE MEDICAL PLAN TRUST FUNDS
Effective July 1, 20265
1 City of Berkeley
INVESTMENT POLICIES FOR RETIREE MEDICAL PLAN
TRUST FUNDS
July 1, 20265
Table of Contents
I. Introduction
A. Scope of Policies ...........................................................................................................................1 B. Investment Objectives....................................................................................................................1 C. Use of State Investment Guidelines................................................................................................2 II. Investment Authority and Responsibilities
A. Authorized Investment Officers .....................................................................................................2 B. Internal Controls............................................................................................................................2 C. Evaluation of Investment Officer Actions.......................................................................................3 III. Capital Preservation and Risk
A. Overview.......................................................................................................................................4 B. Portfolio Diversification Practices ..................................................................................................4 IV. Eligible Financial Institutions
A. Authorized Dealers........................................................................................................................5 B. Individual Placement of Deposits ...................................................................................................5 V. Investment Vehicles
A. State of California Limitations .......................................................................................................6 VI. Investment Maturity ...........................................................................................................................10 VII. Cash Management...............................................................................................................................10 VIII. Evaluation of Investment Performance.............................................................................................10 IX. Investment Reporting .........................................................................................................................10 Appendix
A. Investment Portfolio—Diversification Requirements ...................................................................12
I. INTRODUCTION
Pursuant to Sections 2.44.040 and 2.44.060 of the Berkeley Municipal Code, Resolution No. 45,087-N.S., and Sections 53601, 53607, 53636 and 53648 of the State Government Code, the Director of Finance, the Treasurer of the City, is authorized to make investments of the City’s idle funds. The Code also directs the City to present an annual investment policy to the City Council for approval. This Investment Policy, after approval of the amendments by the City Council, will serve as the Investment Policy for the City of Berkeley for the subsequent fiscal year.
Notwithstanding Section 53601 or 53635, the governing body of a local agency may invest funds designated for the payment of employee retiree health benefits in any form or type of investment deemed prudent by the governing pursuant to Section 53622. The authority of the governing body to invest or to reinvest funds intended for the payment of employee retiree health benefits, or to sell or exchange securities purchased for that purpose, may be delegated by the governing body to designated officers. The City Council has designated the Director of Finance, the Treasurer of the City, or his/her designee, the authority to make investments of the City’s retiree medical plan trust funds.
Funds intended for the payment of employee retirement health benefits shall only be held for the purpose of providing benefits to participants in the retiree health benefit plan and defraying reasonable expenses of administering that plan.
The governing board or designated officer, when making investments of the funds, shall discharge its duties with respect to the investment of the funds. (1) Solely in the interest of, and for the exclusive purposes of providing benefits to, participants in the retiree health benefit plan, minimizing employer contributions thereto, and defraying reasonable expenses of administering the plan.
(2) With care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with these matters would use in the conduct of an enterprise of a like character and with like aims. (3) Shall diversify the investments of the funds so as to minimize the risk of loss and to maximize the rate of return, unless under the circumstances it is clearly prudent not to do so.
A. SCOPE OF POLICIES
These investment policies apply to the investments of the Retiree Medical Plan Trust Funds.
B. INVESTMENT OBJECTIVES
The Treasurer adheres to the principle which maintains that over the long-term, prudent investment risk-taking may be rewarded with higher incremental returns. Consequently, while capital preservation (i.e., Safety) is regarded to be of paramount importance, the Treasurer regards prudent risk-taking as justifiable.
C. USE OF STATE INVESTMENT GUIDELINES
3 As required under Government Code Sections 16481.2 and 53646, the Statement of Investment Policies will be reviewed by the Council annually.
II. INVESTMENT AUTHORITY AND RESPONSIBILITIES
A. AUTHORIZED INVESTMENT OFFICERS
1. Retiree Medical Trust Funds:
A Trust is to be established by the City for the purpose of holding and investing assets separate and apart from the other funds of the City to fund the benefits of the Program. The specific terms governing the Trust are to be set forth in a separate trust instrument. The trustee of the Trust (the “Trustee”) may be the City Treasurer (i.e., Director of Finance) or an independent third party qualified to act as a trustee under California law and designated by the City.
The Trustee shall be a fiduciary of the Program and shall act solely in the interest of the Participants, minimizing employer contributions to the Trust, and defraying reasonable expenses of administering the Program.
The City Manager may, with the written concurrence of the City Council, appoint an “investment manager” (as that term is defined in section 3(38) of the Employee Retirement Income Security Act) to have responsibility for investment of the Trust assets. In this case, the Trustee shall act as directed by the investment manager. The investment manager shall act as a fiduciary of the Program and shall act with the same duties and responsibilities set out in “Investment Objectives” section above.
B. INTERNAL CONTROLS
The Director of Finance shall establish a system of internal controls designed to prevent losses of trust funds arising from fraud, employee error, misrepresentation of third parties, unanticipated changes in financial markets, or imprudent actions by employees and officers of the City of Berkeley. The concept of reasonable assurance recognizes that (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. These controls shall include:
Separation of transaction authority from accounting and physical custody. By separating the person who authorizes or performs the transaction from the people who record or otherwise account for the transaction, a separation of duties is achieved. Also, securities purchased from any bank or dealer including appropriate collateral (as defined by State Law), shall be placed with an independent third party for custodial safekeeping.
Avoidance of physical delivery of securities by using a delivery versus payment “Basis of Settlement Only”.
All trades will be executed on a delivery versus payment (DVP) basis. This ensures that securities are delivered to the City’s safekeeping bank at the same time the funds are released by the City’s safekeeping bank.
4 Third-Party custodial safekeeping of securities held in the name of the City.
Delivered securities must be properly safeguarded against loss or destruction. Book entry securities are recorded in electronic records and the potential for fraud and loss increases with physically delivered securities. All investment securities, except collateralized certificates of deposit and money market funds, purchased by the City will be delivered by either book entry or physical delivery and will be held in third- party safekeeping by a City-approved custodian bank, its correspondent New York
Bank or the Depository Trust Corporation (DTC). Whenever possible, securities purchased are to be recorded in “book entry” form.
All securities and applicable collateral will be held by the City’s third-party custodian and evidenced by safekeeping receipts. All book entry securities owned by the City shall be evidenced by a safekeeping receipt issued to the City by the custodian bank to acknowledge that the securities are held in the Federal Reserve system in a “customer account” for the custodian bank which names the City as “customer”; The Director of Finance will require each approved safekeeping financial institution to submit a copy of its Consolidated Report of Condition and Income (Call Report) to the City within 60 days after the end of each calendar quarter.
Competitive bidding on investment transactions. Before the City invests in any secondary market funds, competitive bids shall be requested. If a specific maturity date is required, either for cash flow purposes or for conformance to maturity guidelines, bids will be requested from at least three financial institutions for instruments which meet the maturity requirement. If no specific maturity is required, a yield curve analysis will be conducted to determine which maturities would be most advantageous. Written confirmation and documentation of all financial transactions. Due to the potential for error and improprieties arising from telephone transactions, all telephone transactions should be supported by written communications and approved by the appropriate person. Written communications may be via fax if on letterhead and the safekeeping institution has a list of authorized signatures. Rapid deposit of funds received by the City (i.e., large checks.) Bonding of all investments officials.
C. EVALUATION OF INVESTMENT OFFICER ACTIONS
Section 53600.3 of the Government Code identifies trustees as those persons authorized to make investment decisions on behalf of a local agency. As a trustee, the standard of prudence to be used by investment officials shall be the "prudent investor" standard and shall be applied in the context of managing an overall portfolio. Investment officers acting in accordance with written procedures, and exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and the liquidity and the sale of securities are carried out in accordance with the terms of this plan.
Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived.
Officers and employees involved in the investment process shall refrain from personal business
5 activity that could conflict with the proper execution and management of the investment program, or that could impair their ability to make impartial decisions. Employees and investment officials shall disclose any material interests in financial institutions with which they conduct business. They shall further disclose any personal financial/investment positions that could be related to the performance of the investment portfolio. Employees and officers shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of their entity.
III. CAPITAL PRESERVATION AND RISK
A. OVERVIEW
The Treasurer adheres to the principle which maintains that over the long-term, prudent investment risk-taking may be rewarded with higher incremental returns. Consequently, while capital preservation (i.e., Safety) is regarded to be of paramount importance, the Treasurer regards prudent risk-taking as justifiable.
Some level of risk is inherent in any investment transaction. Losses may be incurred due to issuer default, market price changes, or technical cash flow complications such as investments in non-marketable certificates of deposit. Diversification of the City's portfolio by institution, investment vehicle, and maturity term is the primary tool available to the City in minimizing investment risk and capital losses by safeguarding the overall portfolio from any individual loss.
B. PORTFOLIO DIVERSIFICATION PRACTICES
The following sections summarize the City's major portfolio diversification practices and guidelines in determining:
Authorized Dealers
Investment Vehicles
Investment Maturity
Portfolio limitations included in these guidelines are to be based on the portfolio composition and investment management plan policies in effect at the time of placement; the actual composition of the City's investments may vary over time from plan limitations due to overall portfolio changes from when the individual placement was made as well as changes in the City's investment management plan.
IV. ELIGIBLE FINANCIAL INSTITUTIONS
A. AUTHORIZED DEALERS
Investments shall be purchased only through well-established, financially sound institutions. The Finance Director shall maintain a list of financial institutions and broker/dealers approved for investment. All financial institutions and broker/dealers who desire to become qualified bidders for investment transactions will be given a copy of the City’s Statement of Investment Policies, and a return cover letter which must be signed indicating that the Statement of Investment Policies has been read and understood.
Qualified financial institutions and broker/dealers must supply the Director of Finance with the following:
6 Financial Institutions
Current audited financial statements
Depository contracts, as appropriate
A copy of the latest FDIC call report or the latest FHLBB report, as appropriate.
Broker/Dealers
Current audited financial statements
Proof that brokerage firm is a member in good standing with a national securities exchange.
Except for repurchase agreements, investments shall be awarded based on competitive bids. Documentation relating to investment quotes shall be maintained by the Finance Department for a period of one year.
B. INDIVIDUAL PLACEMENT OF DEPOSITS
Individual placement of negotiable, collateralized, and other time certificates of deposit with eligible financial institutions shall be based on the following practices and procedures:
Deposits shall only be placed with financial institutions maintaining offices within the City of Berkeley.
Unless collateralized by eligible securities as provided in Sections 53651 and 53652 of the Government Code, the maximum amount of Certificates of Deposit to be placed with any single institution is $250,000.
V. INVESTMENT VEHICLES
The governing body of a local agency may invest funds designated for the payment of employee retiree health benefits in any form or type of investment deemed prudent by the governing pursuant to Section 53622. Some of the investment vehicles the City Council has authorized are the following:
1. U.S. Treasury Instruments
As authorized in Government Code Section 53601(b), this category includes bills, notes, bonds or certificates of indebtedness, or those for which the faith and credit of the United States are pledged for the payment of principal and interest. There are no portfolio limitations on the amount.
2. Government Sponsored Enterprises
As authorized in Government Code Section 53601(f), this category includes a wide variety of government securities. These securities include U. S. government-sponsored enterprise obligations, such as issues by the Federal National Mortgage Association (FNMA's), Federal Home Loan Bank (FHLB), Federal Farm Credit (FFCB), Student Loan Marketing Association
7 (SLMA), etc. There are no portfolio limitations on the amount.
3. Municipal Securities
As authorized in Government Code Section 53601(a)(c)(d)(e), this category includes obligations of the City, the State of California, any of the other 49 states, and any local agency within the State of California, provided that:
• The securities are rated “A” or higher by at least one nationally recognized statistical rating organization.
•
•
There are no limitations on the amount or period.
4. Banker's Acceptances
As provided in Government Code Section 53601(f)g, 40% of the City's portfolio may be invested in Banker's Acceptances, otherwise known as bills of exchange or time drafts that are drawn on and accepted by a commercial bank, although no more than 30% of the portfolio may be invested in Bankers' Acceptances with any one commercial bank. Additionally, the maturity period cannot exceed 180 days.
5. Commercial Paper
Commercial paper is a short-term, unsecured promissory note issued by financial and non- financial companies to raise short-term cash. As provided in Government Code Section 53601(h) up to 25% of the City's portfolio may be invested in "prime" commercial paper of the highest ranking or of the highest letter and number rating as provided by a nationally recognized statistical-rating organization (i.e., Moody's or Standard and Poor's or Fitch), with maturities not to exceed 270 days.
The issuer must have total assets in excess of $500 million, and have debt other than Commercial Paper rated “A” or higher by a nationally recognized statistical-rating organization.
6. Negotiable Certificates of Deposit
Negotiable certificates of deposit are a fixed deposit certificate that may be negotiated (traded) to a third party. The institution issuing the certificate promises to pay the holder the initial investment plus the interest rate stated on the certificate at maturity. As authorized in Government Code Section 53601(i), the City may invest 30% of its portfolio in negotiable certificates of deposit issued by commercial banks, thrifts and foreign banks.
7. Repurchase Agreements
Repurchase agreements are agreements between the local agency and seller for the local agency to purchase government securities to be resold back to the seller at a specific date and for a specific amount and are authorized by Government Code Section 53601(j). Although the legal maximum maturity on these investments is 360 days, repurchase agreements are generally short-term investments varying from one day to two weeks. Investments in repurchase agreements must be collateralized, and collateral required for repurchase agreements is limited to Treasury and Agency securities. In order to anticipate market changes and provide a level of security for all funds, the required collateralization level is 102% of market value of principal and accrued interest.
8. Reverse Repurchase Agreements
Reverse repurchase agreements are a sale of securities by the local agency with a simultaneous agreement for the local agency to repurchase the securities on or before a specified date. As
8 provided in Government Code section 53635(j), reverse repurchase agreements require the prior approval of the City Council. Reverse repurchase agreements can only be made with primary dealers of the Federal Reserve Bank of New York or with a nationally or state-chartered bank that has or has had a significant banking relationship with the local agency. There are no portfolio limitations on the amount for these investments.
9. Medium-Term Corporate Notes
As authorized in Government Code Section 53601(k), local agencies may invest in corporate bonds and notes of industrial companies, banks, bank holding companies, insurance companies, thrifts and finance companies that are rated “A” or better by a nationally recognized rating service; and issued by corporations organized and operating in the United States. There are no portfolio limitations for these investments.
10. Shares of Beneficial Interest Issued By Diversified Management Companies As authorized in Government Code Section 53601(l), local agencies are also authorized to invest in shares of beneficial interest issued by diversified management companies (i.e., mutual funds) as defined in Section 23701(m) of the Revenue and Taxation Code in an amount not to exceed 20% of the agency's portfolio.
11. Financial Futures and Financial Option Contracts
As authorized in Government Code Section 53601.1, local agencies may invest in financial futures or option contracts in any of the above investment categories subject to the same overall portfolio limitations.
12. Time Certificates of Deposit
As authorized in Government Code Section 53635, time certificates of deposit are fixed term, non-negotiable investments which are required to be collateralized 110% by eligible pooled securities. The pool is administered by the State, and is composed of a wide variety of government securities, secured by first mortgages on improved residential property located in the State. There are no portfolio limits on the amount; however, the maturity period for this investment vehicle may not exceed five years unless approved by the Council.
13. Local Agency Investment Fund
As authorized in Government Code Section 16429.1, local agencies may invest in the Local Agency Investment Fund (LAIF), a pooled investment fund managed by the State Treasurer’s Office. It operates like a money market fund, but is for the exclusive benefit of governmental entities within the State. The current maximum amount of money that may be invested is $40 million.
14. Moneys Held By A Trustee Or Fiscal Agent
As authorized in Government Code Section 53601(m), debt proceeds held by a trustee or fiscal agent, which are pledged to the payment or security of bonds or other indebtedness may be invested in accordance with the statutory provisions governing the issuance of those bonds or other agreement; or to the extent not inconsistent with statutory provisions, or if there are no specific statutory provisions, investments may be made in accordance with the ordinance, resolution, indenture, or agreement of the local agency for the issuance.
This category includes investment agreements approved in writing by insurance companies, supported by appropriate opinions of counsel with notice to Standard and Poor’s.
9 15. Other Secured Notes, Bonds Or Other Obligations
As authorized in Government Code Section 53601(n), notes, bonds, or other obligations that are at all times secured by a valid first priority security interest in securities of the types listed by Section 53651 as eligible securities.
16. Mortgage Pass Through, Collateralized Mortgage Obligation, Mortgage-backed Bond, Equipment Lease-backed Certificate, Consumer Receivable Pass through Certificate, and Consumer Receivable-backed Bond
As authorized in Government Code Section 53601(o), securities in this category must be rated “AA” or its equivalent or better by a nationally recognized rating service. Purchases may not exceed 20% of the agency’s portfolio.
In addition to the authorized investments above, the following investments may be made by Retiree Medical plan funds:
Up to 100% of the retiree medical plans funds may be invested in equity mutual funds1 or equity index funds2, preferred stock3 and bond funds 4. 1Equity Mutual Fund – A financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities. When you invest in a mutual fund, you are buying shares of the mutual fund and become a shareholder of the fund. They are very cost effective, as the fund can purchase securities with much lower trading costs then an individual investor. But the biggest advantage to mutual funds is diversification.
2Equity Index Fund – A mutual fund that attempts to copy the performance of a stock market index. The most common index fund tries to track the S&P 500 by purchasing all 500 stocks using the same percentages as the index. Index funds have lower fees because computers do most of the work. There is no need to hire an expensive fund manager or research analysts.
Index funds can have an expensive ratio as low as .18%, while actively managed funds can have an expense ratio over 3%. Over the long-term, the S&P 500 beats the returns of 80% of actively managed funds.
3Preferred Stock – A hybrid between common stock and a bond. Each share of preferred stock is normally paid a guaranteed dividend that receives first priority (i.e., the common stockholders cannot receive a dividend until the preferred dividend has been paid in full) and has priority over the common stockholders relative to the company’s assets in the event of bankruptcy.
4Bond Fund- A bond fund is a more efficient way of investing in bonds than buying individual securities. Bond mutual funds are just like stock mutual funds in that you put your money into a pool with other investors, and a professional invests that pool of money according to what he or she thinks the best opportunities are. They are very cost effective, as the fund can purchase securities with much lower trading costs then an individual investor. But the biggest advantage to mutual funds is diversification.
Some of the investment vehicles that are Unallowable Investment Vehicles and Restrictions:
10 The Director of Finance/City Treasurer is not authorized to invest in any of the following investment vehicles:
Financial futures; option contracts, floaters, inverse floaters, range notes, interest-only strips that are derived from a pool of mortgages, or any security that could result in zero interest income if held to maturity may not be purchased. Exclusion of these vehicles is consistent with the City's overall objective of achieving reasonable yields on public funds while minimizing risk and capital losses. Although the potential exists for greater interest yields with these vehicles, it is believed that the potential level of risk exceeds their benefits except in very limited circumstances.
See Appendix A for the Investment Portfolio/Diversification Requirements, which lists the maximum amounts that may be invested in the various investment types and the maximum authorized maturities.
In accordance with Government Code Sections 53620-53622, the assets of the City of Berkeley Retiree Medical Plan Trust may be invested in any form or type of investment deemed prudent by the City Council. The maximum maturity for Retiree Medical Plan Trust funds is 30 years.
VI. CASH MANAGEMENT
To achieve a reasonable return on public funds, the following cash management practices will be followed:
Maintain maximum investment of all City funds not required to meet immediate cash flow needs
Maximize the City's cash flow through the immediate deposit of all cash receipts, use of direct deposits and wire transfers when available, and appropriate timing of payments to vendors. Maximize the cash flow information available through the use of only one operating bank account.
VII. EVALUATION OF INVESTMENT PERFORMANCE
An actuarial study commissioned by the City many years ago determined that, in addition to City Contributions, an average rate of return of 7% on miscellaneous employees’ retiree medical trust fund assets invested must be achieved to fund the retiree health benefit at the desired 70% level.
Primarily as a result of the Federal Reserve Board’s decision to keep short-term rates near zero for the last 10 years, the average rate currently earned is significantly below that 7% level.
VIII. INVESTMENT REPORTING
Consistent with Sections 16481.2 and 53646 of the Government Code, the Department of Finance shall submit an annual Statement of Investment Policies to the Council for consideration at a public meeting.
In addition to the submittal of an annual Statement of Investment Policies, the Department of Finance shall provide the Council with a quarterly and annual investment report providing the following information for each investment or security:
11 Issuer or broker/dealer (financial institution)
Type of investment
Certificate or other reference number if applicable
Percentage yield on an annualized basis
Purchase date
Maturity date for each investment and the weighted average maturity of all the investments within the portfolio
Current book value
Current market value
Total cost and market value, including source of this valuation, of the City's portfolio A description of the compliance with the Statement of Investment Policies An evaluation of investment operations for the preceding year. This shall include an evaluation of how well the objectives have been achieved: the accuracy of forecasting expenditures and revenues, as well as a comparison of the average returns on the investment portfolio with that of the Local Agency Investment Fund (LAIF). Report of investments. The Director of Finance shall prepare a report that provides a clear status of the current investment portfolio and transactions. The report will be prepared in a manner which allows the City Manager and Council to ascertain whether investment activities during the reporting period have conformed to the investment policies.
Summary of key or unusual events, including but not limited to:
o Any exceptions to policies;
o Adherence to or deviations from social investment goals; o Purchases of Treasury securities, other than in repurchase agreements with maturities of seven days or less;
o Purchases of securities that exceed maturity limits;
o Sales of securities more than three months before maturity; o Changes in investment procedures, dealers, staff, etc; o Investment performance;
o A glossary, defining all funds or accounts referred to elsewhere in the report; o A listing of banks, securities dealers and custodians that the City has had investment transactions during the period;
o A summary of the certifications for deposits of City funds; and o Other information regarding the City's portfolio as appropriate.
The Quarterly Investment Report shall include all investments as of the end of the quarter from all funds held in the City's portfolio, including funds held and invested by trustees; and shall be issued within 30 days after the end of the quarterly reporting period to the City Manager, and the City Council; the annual report shall be issued within 90 days after the end of the fiscal year to the City Manager, and the City Council.
12 APPENDIX A
INVESTMENT PORTFOLIO
Diversification Requirements
Maximum Maximum
Amount Length
Investment Instrument Of Portfolio To Maturity
Bank / Time Deposit
Accounts 100% 5 Years
Money Market Deposit
Accounts 100% N/A
Repurchase Agreements 10% 1 Year
Reverse Repurchase
Agreements 10% 7 Days
Bankers Acceptances 40% 7 Days
U.S. Government Securities
(Treasury Bills,
Notes, and Bonds)
100% 30 Years
U.S. Government Agency
Securities by Agency 100% 30 Years
Certificates of Deposit
(Negotiable) 30% 30 Years
Municipal Bonds 100% 30 Years
Commercial Paper 4025% 397180 Days
Medium Term Notes 30% 30 years
In addition to the investments above, the following investments may be made by Retiree Medical plan funds:
Up to 25% of the retiree medical plans funds may be invested in equity mutual funds1 or equity index funds2, and preferred stock3.
13 1Equity Mutual Fund – A financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund will have a fund manager who is responsible for investing the pooled money into specific securities. When you invest in a mutual fund, you are buying shares of the mutual fund and become a shareholder of the fund. They are very cost effective, as the fund can purchase securities with much lower trading costs then an individual investor. But the biggest advantage to mutual funds is diversification. 2Equity Index Fund – A mutual fund that attempts to copy the performance of a stock market index.
The most common index fund tries to track the S&P 500 by purchasing all 500 stocks using the same percentages as the index. Index funds have lower fees because computers do most of the work. There is no need to hire an expensive fund manager or research analysts. Index funds can have an expensive ratio as low as .18%, while actively managed funds can have an expense ratio over 3%. Over the long-term, the S&P 500 beats the returns of 80% of actively managed funds. 3Preferred Stock – A hybrid between common stock and a bond. Each share of preferred stock is normally paid a guaranteed dividend that receives first priority (i.e., the common stockholders cannot receive a dividend until the preferred dividend has been paid in full) and has priority over the common stockholders relative to the company’s assets in the event of bankruptcy.
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
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Henry Oyekanmi, Director, Finance Department Subject: Contract No. 105921-1 Amendment: TruePoint Solutions, LLC dba GovPath for Professional Services
RECOMMENDATION
Adopt a Resolution authorizing the City Manager or his designee to amend Contract No. 105921-1 with GovPath (TruePoint Solutions, LLC) for professional services, increasing the amount by $180,000, for a total not-to-exceed amount of $1,657,200.
FISCAL IMPACTS OF RECOMMENDATION
Funding for the additional professional services are available in the Fiscal Year (FY) 2026 U1 Housing Fund, and any future expenditures are subject to Council approval of the proposed citywide budget and Annual Appropriations Ordinances.
CURRENT SITUATION AND ITS EFFECTS
The Finance Department currently uses Accela Civic Platform as its Business License processing system. It is used for processing new and renewing business license applications and payments. The departments of Planning & Development and Public Works also use the Accela Civic Platform as their permitting system to process permit applications, schedule inspections, receive permit application payments online, and maintain permits.
GovPath (TruePoint Solutions) provides the professional services necessary to effectively implement and maintain these critical features and functionalities, as well as to provide consultation and technical support. The contract amendment is essential to continue the successful operation of this enterprise licensing software that is used on a daily basis by the Finance department, and the members of the public.
This contract extension aligns with the City’s strategic goal to be a customer-focused organization that provides excellent, timely and easily accessible service to the community.
Contract No. 105921-1 Amendment: TruePoint Solutions, LLC CONSENT CALENDAR dba GovPath for Professional Services June 30, 2026
During the transition to Accella, each department engaged a different consultant to assist with setting up the software and provide specialized user support for staff: Gray Quarter and TruePoint Solutions. Due to a series of acquisitions and mergers, both consultants are now working under the name GovPath (recently TruePoint Solutions). To simplify the City’s interactions with this vendor, we are consolidating all scopes of work in one contract and increasing the NTE of the contract to accommodate Finance’s scope of work.
Effective January 1, 2026, local agencies are required to satisfy noticing requirements for certain contracts for services that meet the criteria outlined in Government Code Section 3504.1 as amended by AB 339. This project does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
Established in 2004, TruePoint Solutions, LLC provides design, implementation, and support services to public sector technology solutions. In 2005, TruePoint Solutions became an Accela-Certified implementation partner.
In 2015, the City contracted with TruePoint Solutions for report writing and additional scripting and configuration of Accela’s Building Permit system. In 2016, the City Council approved an amendment with TruePoint Solutions for the management of the Private Sewer Laterals module for the Department of Public Works. In 2018, the City Council approved an amendment with TruePoint Solutions to provide professional assistance for the work on system issues as requested and prioritized by the City and suggest additional enhancements/improvements.
The City has enhanced Accela with the help of TruePoint Solutions to streamline internal processes, enhance online functionality, and make services more accessible to the community. Recent examples of enhancements that have been implemented include:
Payment of Business License Applications Online;
Tracking of delinquencies;
Application for oversized load permit;
Application for private sewer lateral (PSL) certification; PSL enforcement documentation; and
The ability to look up and save PSL certificates.
In 2026, TruePoint merged with Gray Quarter under the name GovPath.
RATIONALE FOR RECOMMENDATION
GovPath (TruePoint Solutions) is an Accela-Certified implementation partner. The vendor performs specialized process analysis, configuration, and scripting to support the City's permitting system and has in-depth knowledge of City business processes and data architecture that would take another vendor years to acquire.
ENVIRONMENTAL SUSTAINABILITY
The City will help reduce carbon emissions by allowing most, if not all, permitting and business licensing processes to be performed online thereby reducing traffic into the City.
Contract No. 105921-1 Amendment: TruePoint Solutions, LLC CONSENT CALENDAR dba GovPath for Professional Services June 30, 2026
Further, the online application capability of the system eliminates the use of paper thus working towards the City’s goal of achieving zero waste to landfills.
ALTERNATIVE ACTIONS CONSIDERED
None. Without this support, software configuration errors that are encountered would remain and would inhibit City staff’s ability to effectively collect business license revenues in a timely manner, and prevent public users from being able to apply for business licenses and file annual returns online.
CONTACT PERSON
Henry Oyekanmi, Director of Finance, Finance Department, 981-7301 Attachments:
1. Resolution
RESOLUTION NO. ##,###-N.S.
CONTRACT NO. 105921-1 AMENDMENT: TRUEPOINT SOLUTIONS, LLC DBA
GOVPATH FOR ACCELA PROFESSIONAL SERVICES
WHEREAS, The City currently has a contract with TruePoint Solutions, LLC who recently merged with Gray Quarter to become GovPath; and WHEREAS, TruePoint Solutions provides design, implementation, and support services to public sector technology solutions, and is an Accela-Certified implementation partner; and
WHEREAS, TruePoint Solutions is essential to continue the successful operation of the Finance department’s business licensing software and meet ongoing technical support requirements; and
WHEREAS, TruePoint Solutions has previously provided excellent report writing, scripting, and consulting services and therefore has an in-depth knowledge of City business processes and data architecture that would take another vendor years to acquire; and
WHEREAS, funding for the additional professional services are available in the Fiscal Year (FY) 2026 U1 Housing Fund, and any future expenditures are subject to Council approval of the proposed citywide budget and Annual Appropriations Ordinances.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager is authorized to amend contract No. 105921-1 with TruePoint Solutions, LLC dba GovPath, increasing the amount by $180,000, for a total not-to-exceed amount of $1,657,200 for the term beginning June 1, 2015 to June 30, 2027.
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
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: David Sprague, Fire Chief
Subject: Donation from Mary Parker, MD
RECOMMENDATION
Adopt a Resolution accepting a cash donation of $2,000.00 from Mary Parker, MD in appreciation of the Berkeley Fire Department.
FISCAL IMPACTS OF RECOMMENDATION
This cash donation in the amount of $2,000.00 from Mary Parker, MD will be deposited into the General Fund budget code 011-72-742-835-0000-000-000-481110.
CURRENT SITUATION AND ITS EFFECTS
Dr. Mary Parker wants to provide a cash donation of $2,000.00 to the Berkeley Fire Department. Dr. Parker stated that the Berkeley Fire Department responders from Fire Station #2 and #4 have responded multiple times in the past three years to assist her late husband and transport him to the hospital when needed. Following his passing, firefighters and paramedics shared their memories of him, expressing a deep concern for their family with kind supportive spirit.
BACKGROUND
Dr. Mary Parker expressed that the Fire personnel are not good at accepting gifts and wanted to offer a donation to the Fire Department as a way of saying thank you.
The City’s Open Governance Ordinance (OGO) requires City Council approval of any gift to the City in excess of $1,000 (BMC Section 2.06.150, Ord. 7,166-N.S.).
ENVIRONMENTAL SUSTAINABILITY
There are no identifiable environmental effects, climate impacts, or sustainability opportunities associated with the subject of this report.
RATIONALE FOR RECOMMENDATION
This donation will honor the wishes of Dr. Mary Parker to the entire Fire Department.
ALTERNATIVE ACTIONS CONSIDERED
None
[Title of Report] CONSENT CALENDAR
June 30, 2026
CONTACT PERSON
David Sprague, Fire Chief, Berkeley Fire Department, 510-981-3473 Attachments:
1: Resolution
RESOLUTION NO. ##,###-N.S.
ACCEPTING A CASH DONATION OF $2,000.00 FROM MARY PARKER, MD IN
APPRECIATION OF FIRE DEPARTMENT PERSONNEL
WHEREAS, in 2026, Dr. Mary Parker informed the City of her wish to give a cash donation of $2,000.00 in appreciation of the Berkeley Fire Department; and WHEREAS, in December 2024, the City received a check in the amount of $2,000.00 from Mary Parker, MD; and
WHEREAS, the cash donation in the amount of $2,000.00 from Mary Parker, MD will be deposited into the General Fund budget code 011-72-742-835-0000-000-000-481110; and
WHEREAS, the City’s Open Governance Ordinance (OGO) requires City Council approval of any gift to the City in excess of $1,000 (BMC Section 2.06.150, Ord. 7,166- N.S.).
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that a cash donation of $2,000.00 from Mary Parker, MD, to the entire Berkeley Fire Department is hereby accepted.
Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: David Sprague, Fire Chief
Subject: Contract: Extension of Emergency Medical Services Agreements with the County of Alameda
RECOMMENDATION
Adopt a Resolution authorizing the City Manager to execute up to three one-year extensions of the following contracts, exercisable by mutual agreement of the City and Alameda County:
1. Emergency Medical Services First Responder Advanced Life Support (FRALS) Services Agreement between the City of Berkeley and the County of Alameda; and
2. Emergency Medical Services Ambulance Transport Services Agreement between the City of Berkeley and the County of Alameda.
FISCAL IMPACTS OF RECOMMENDATION
Approval of the proposed agreement extensions will not require any additional appropriation of funds and may result in a reduction in the City’s cost of delivering psychiatric transport services.
CURRENT SITUATION AND ITS EFFECTS
This item advances the Strategic Plan goal to create a resilient, safe, connected, and prepared city.
Extension of Agreements:
The agreements establish service expectations, performance standards, quality improvement processes, reporting requirements, and operational coordination for the City’s FRALS and ambulance transport programs.
The City of Berkeley and the County of Alameda entered into these agreements effective July 1, 2019. The agreements were extended to June 30, 2026, by both parties on June 17, 2024.
Contract: Extension of Emergency Medical Services Agreements with the County of Alameda CONSENT CALENDAR
June 30, 2026
The 2024 extensions were signed while the County evaluated future EMS system arrangements and completed a procurement process for countywide emergency medical services delivery. This process is now expected to take up to an additional three years, and the County has proposed extensions to both agreements while that process unfolds. This will ensure continuity of service and administrative stability while longer-term planning efforts continue. Staff propose authorizing up to three additional one-year extension options, to maintain continuity and stability within the EMS system while long-term system planning and contracting activities continue.
Psychiatric Ambulance Transport:
The City and County are currently engaged in discussions regarding responsibility for the transportation of people experiencing psychiatric emergencies who are placed on a hold pursuant to California Welfare & Institutions Code section 5150 (hereinafter, “5150 transportation services”).
The first one-year extension will allow the City and County to continue discussions that may result in County reimbursement for 5150 transportation services performed by the City or alternative service delivery models under which the County may directly provide or arrange for these transports. Approval of the proposed agreement extensions would preserve the existing contractual framework while those discussions continue, with the aim of incorporating changes to the reimbursement structure for 5150 transportation services in the next contract extension.
Effective January 1, 2026, local agencies are required to satisfy notice requirements for certain contracts for services that meet the criteria outlined in Government Code Section 3504.1 as amended by AB 339. This project does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
The City of Berkeley has provided emergency medical first response and ambulance transport services within the community for many years.
Ambulance Transport:
Alameda County EMS is responsible for the procurement of emergency ambulance services for the local EMS system as a whole. The Berkeley Fire Department has been the emergency transport provider for Berkeley since 1977. Since 1986, the Berkeley Fire Department (Department) has provided ambulance transport services at the Advanced Life Support (ALS) or paramedic level. Albany, Piedmont, Alameda City, and Falck serve as the ambulance transport providers for other parts of Alameda County.
Under the current agreement, all transport providers, including Berkeley, participate in the Alameda County Emergency Medical Services District.
Contract: Extension of Emergency Medical Services Agreements with the County of Alameda CONSENT CALENDAR
June 30, 2026
As background, in 1980, the California Legislature enacted the EMS Act “to achieve coordination and integration” for the prehospital emergency medical services system.1 The EMS Act establishes a two-tiered system of regulation, with the California Emergency Medical Services Authority at the state level and local EMS agencies, such as the Alameda County local EMS agency (“Alameda LEMSA”), at the local level.2 The EMS Act provides that the local EMS agency is responsible for: (1) planning, implementing, and evaluating an emergency medical services system “consisting of an organized pattern of readiness and response services based on public and private agreements and operational procedures” (§ 1797.204); (2) developing a formal plan for the system in accordance with the state’s guidelines and submitting the plan on an annual basis (§§ 1797.250, 1797.254); and (3) coordinating and otherwise facilitating arrangements necessary to develop the emergency medical services system” (§ 1797.252). Once a local EMS agency implements its system, all providers of prehospital emergency medical services within its jurisdiction must operate within that system. (See § 1797.178 [“No person or organization shall provide advanced life support or limited advanced life support unless that person or organization is an authorized part of the emergency medical services system of the local EMS agency....”].) Despite the Act’s focus on consolidating and coordinating services through local EMS agencies, it also carved out a continued role for cities and fire districts that historically operated EMS services, such as the City of Berkeley. It did so through the adoption of section 1797.201 of the Act, which permits cities like Berkeley to continue operating EMS services within their boundaries. It states, in relevant part:
[Unless a city or fire district consents through agreement or waiver3], prehospital emergency medical services shall be continued at not less than the existing level, and the
administration of prehospital EMS by cities and fire districts presently providing such services shall be retained by those cities and fire districts.
This provision provided for “a grandfathering of existing emergency medical service operations [by cities or fire districts] until such time as these services are integrated into the larger EMS system. The purpose of this grandfathering provision was to ‘allow such entities to protect the investments they had already made in various assets— emergency medical equipment, infrastructure, personnel, etc.’, as well as to ensure against the disruption of adequate emergency medical services.”4 Under Section 201, the Department has consistently operated EMS services within the City of Berkeley as a grandfathered entity within the local EMS system. Cities like Berkeley are often referred 1 County of San Bernardino v. City of San Bernardino (1997) 15 Cal. 4th 909, 915. 2 Ibid.
3 Id. at 924; Health & Saf. Code § 1797.201.
4 Valley Med. Transp., Inc. v. Apple Valley Fire Prot. Dist. (1998) 17 Cal. 4th 747, 758.
Contract: Extension of Emergency Medical Services Agreements with the County of Alameda CONSENT CALENDAR
June 30, 2026
to as “201 cities,” after the section of the EMS Act that authorized their continued operation as EMS service providers.
Within the City of Berkeley, the Department is the sole entity authorized under state law to provide EMS transports. Within its boundaries, any other ambulance that arrives and discovers that a patient appears to have a medical emergency is required to call 9-1-1, so that the Department or a subcontractor to the Department, can transport the patient.5 With the exception of the Department or a provider subcontracted to the Department, no private ambulance company or other entity is an authorized provider of EMS within the City of Berkeley.6
The EMS Act defines “emergency medical services,” as “services utilized in responding” to “a condition or situation in which an individual has a need for immediate medical attention, or where the potential for such need is perceived by emergency medical personnel or a public safety agency.” (Health and Safety Code §§ 1797.72, 1797.90.) This is reinforced by ordinance adopted by Alameda County that defines a 9-1-1 level of service, which includes “a 9-1-1 request for an ambulance to transport or assist persons in apparent sudden need of medical attention; or an ambulance transport that is initially classified as a non-emergency call that becomes a 9-1-1 emergency call due to a change in the patient's medical condition.”7
Psychiatric Transport:
Beginning in 2002, the private ambulance provider for the Alameda County exclusive operating area (EOA) provided transport for non-emergency mental and behavioral health patients in Berkeley and the other three local “201 cities.” In 2017, the Alameda LEMSA conducted a Request for Proposal (No. EMS-901017 Emergency Ambulance Service, 911 Response, ALS Transport) to select a private ambulance transport provider that would provide emergency medical transport services to Alameda County except in the 201 cities of Berkeley, Alameda City, Albany and Piedmont. When the new contract for Alameda County went into effect on July 1st, 2019, the City was forced to assume responsibility for the transport and cost of transport for mental and behavioral health patients in Berkeley, as these services were removed from the RFP’s scope by the LEMSA.
Berkeley Mental Health Transport Contract History:
On March 21, 2019, a Request for Proposal (RFP) for Mental Health Patient Transport, Specification No. 19-11305-C, was issued by the City of Berkeley. The RFP closed on 5 Alameda County Ordinance §§ 6.114.060(A), 6.114.270(B). 6 Health & Saf. Code § 1797.178.
7 Alameda County Code of Ordinances § 6.114.050
Contract: Extension of Emergency Medical Services Agreements with the County of Alameda CONSENT CALENDAR
June 30, 2026
April 23, 2019. One (1) bid was received and reviewed by staff and was found to meet the requirements of the RFP and the contract was awarded to Falck Northern California.
This contract expired on December 31, 2024.
On April 15th, 2024, a Request for Proposal (RFP) for Mental Health Patient Transport, Specification No. 24-11662-C, was issued. The RFP closed on May 7th, 2024, with three (3) bids that were received and reviewed by staff. Royal Ambulance was found to be the most responsive bidder and became the City’s new 5150 transport provider.
Royal has been providing psychiatric transport services for the City since January 1, 2025.
Although, since 2019, the Department has pursued reimbursement from patients for providing 5150 transportation services, where possible, the City is generally unable to recover the full cost of providing these transports.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
The proposed action is administrative in nature and consists solely of extending existing agreements governing emergency medical services.
Accordingly, there are no direct environmental sustainability or climate impacts associated with approval of the proposed extensions.
RATIONALE FOR RECOMMENDATION
The proposed extensions provide continuity and predictability for the delivery of emergency medical services within the City while maintaining the existing operational, quality assurance, and reimbursement framework established under the current agreements.
The extensions avoid unnecessary disruption to established EMS system relationships, preserve existing ambulance transport revenue mechanisms, maintain consistency with County EMS policies and procedures, and allow the County additional time to evaluate long-term EMS system arrangements, including for 5150 transportation services.
ALTERNATIVE ACTIONS CONSIDERED
Alternative 1: Decline to extend the agreements.
This alternative was not recommended because it would eliminate the existing contractual framework governing coordination between the City and Alameda County and could create uncertainty regarding future EMS system operations, performance standards, reporting requirements, and ambulance transport reimbursement.
Alternative 2: Negotiate substantive revisions to the agreements at this time.
Contract: Extension of Emergency Medical Services Agreements with the County of Alameda CONSENT CALENDAR
June 30, 2026
This alternative was not recommended because the County’s objective is to maintain continuity during the extension period while broader EMS system planning and procurement activities continue.
CONTACT PERSON
David Sprague, Fire Chief, (510) 981-3473
Attachments:
1: Resolution
RESOLUTION NO. ##,###-N.S.
CONTRACT: EXTENSION OF EMERGENCY MEDICAL SERVICES AGREEMENTS
WITH THE COUNTY OF ALAMEDA
WHEREAS, the City of Berkeley has provided emergency medical first response and ambulance transport services within the community for many years; and WHEREAS, the City of Berkeley and the County of Alameda entered into an Emergency Medical Services First Responder Advanced Life Support Services Agreement and an Emergency Medical Services Ambulance Transport Services Agreement effective July 1, 2019; and
WHEREAS, the agreements establish service expectations, performance standards, quality improvement processes, reporting requirements, and operational coordination for the City's emergency medical response and ambulance transport programs; and WHEREAS, the County of Alameda and participating emergency medical service providers extended both agreements through June 30, 2026, to provide continuity while the County evaluated future emergency medical services system arrangements and completed a countywide emergency medical services procurement process; and WHEREAS, the County has advised participating agencies that additional time is needed to complete long-term emergency medical services system planning and implementation activities and has requested an additional extension of the agreements; and
WHEREAS, the City and County are currently engaged in discussions regarding responsibility for and funding of transportation services for individuals detained pursuant to California Welfare and Institutions Code section 5150, including potential reimbursement mechanisms and alternative service delivery models that may reduce the City’s unreimbursed costs associated with those transports; and WHEREAS, extending the agreements will maintain continuity of emergency medical services operations, preserve existing operational and reimbursement frameworks, and allow the City and County to continue discussions regarding psychiatric transportation services while broader emergency medical services system planning continues; and WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager is authorized to execute up to three one-year extensions of the Emergency Medical Services First Responder Advanced Life Support Services
Agreement with the County of Alameda and the Emergency Medical Services Ambulance Transport Services Agreement with the County of Alameda.
Office of the City Manager
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Scott Gilman, Director, Health, Housing, and Community Services Subject: Revenue Contracts: Senior Center Activities & Supportive Services - Case Management, Aging Services Programs, Fiscal Years 2027 - 2030
RECOMMENDATION
Adopt two resolutions authorizing the City Manager or designee to accept grant funding and execute any resultant revenue agreements and amendments with Alameda County.
This funding will support senior center activities and supportive case management services for Berkeley seniors from Fiscal Year 2027 through Fiscal Year 2030 (FY 2027 - FY 2030) in the following projected annual amounts:
a. Senior Center Activities in an annual projected amount of $79,046; and b. Supportive Services – Case Management in an annual projected amount of $149,994.
FISCAL IMPACTS OF RECOMMENDATION
The City of Berkeley anticipates receiving two grants totaling approximately $229,040 annually from the Alameda County Area Agency on Aging (AAA) from FY 2027 through FY 2030. To secure these grants, the City must provide a 10% local match totaling $22,904. The Aging Services Division of the Department of Health, Housing, and Community Services (HHCS) will use existing General Funds from its approved FY 2027 budget to meet this match. Future funding is subject to budget appropriations for FY 2028 through FY 2030.
1. Senior Center Activities: The FY 2027-2030 contract is projected for $79,046 and supports staff coordination and delivery of senior center outreach, activities, classes, and special events. The contract requires a match of $7,905.
2. Supportive Services – Case Management: The FY 2027-2030 contract is projected for $149,994 and supports staff management and delivery of the senior case management program. The contract requires a match of $14,999.
CURRENT SITUATION AND ITS EFFECTS
The City has applied for multiple county grants to fund senior nutrition, caregiver support, senior center activities, and case management. The Alameda County Area
Revenue Contracts: Senior Center Activities & Supportive Services - CONSENT CALENDAR Case Management, Aging Services Programs, Fiscal Years 2027 – 2030 June 30, 2026 Agency on Aging will issue its official notices of award for the Senior Center Activities and Case Management programs in June 2026, with agreements set to begin on July 1, 2026. Notices for nutrition and caregiver programs are expected later, with an anticipated start date of January 2027. Once secured, this funding is locked in for FY 2027, with anticipated annual renewals extending through FY 2030.
Effective January 1, 2026, local agencies are required to satisfy noticing requirements for certain contracts for services that meet the criteria outlined in Government Code Section 3504.1 as amended by AB 339. This is a revenue contract, and it does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
The Aging Services Division combines funding from city, county, and state sources, alongside private donations, to serve Berkeley’s senior residents. The department is dedicated to maintaining a vibrant network of community care, providing nutritious meals, recreational activities, social events, educational classes, and direct resource referrals for older adults and their families.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There are no environmental impacts identified.
RATIONALE FOR RECOMMENDATION
These county funds provide critical financial support to ensure the City can continue operating its robust programming at both the North and South Berkeley Senior Centers, as well as maintaining dedicated case management services for vulnerable older adults.
ALTERNATIVE ACTIONS CONSIDERED
The City reviews all outside funding to ensure it aligns with our community goals. If the City chooses not to accept these grants, it would result in an immediate and significant reduction in vital services available to Berkeley seniors.
CONTACT PERSON
Rhianna Babka, Manager of Aging Services, HHCS, (510) 981-5410 Attachments:
1. Resolution: Senior Center Activities
2. Resolution: Supportive Services – Case Management
RESOLUTION NO. ##,###-N.S.
REVENUE CONTRACT: ALAMEDA COUNTY FISCAL YEARS 2027-2030 SENIOR
CENTER ACTIVITIES
WHEREAS, the City of Berkeley Department of Health, Housing & Community Services (HHCS) provides a broad range of community services to the community; and WHEREAS, HHCS’ Aging Services Division provides a broad range of services to Berkeley seniors; and
WHEREAS, the City of Berkeley should seek outside funding wherever possible to fund vital senior services; and
WHEREAS, Alameda County provides funding to support Senior Center Activities for Fiscal Years 2027-2030 in the approximate amount of $79,046 (Revenue Budget Code 328-51-505-544-2069-000-000-433110-); and
WHEREAS, the City of Berkeley provides a minimum match of $7,905 in General Funds (Expense Code 011-51-505-544-2069-000-444-various); and WHEREAS, the funds will support the coordination and delivery of senior center outreach, activities, classes, and special events (budget code 328-51-505-544-2069-000-444- various); and
WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager or designee is hereby authorized to submit a contract agreement to Alameda County for funding for fiscal years 2027-2030 for Senior Center Activities, and to accept the grants and to execute any resultant revenue agreements and amendments in line with the grant awards, including any annual increases and term extensions, and which may be larger or smaller than the projected annual award of $79,046. A record signature copy of said agreements and any amendments shall be on file in the office of the City Clerk.
RESOLUTION NO. ##,###-N.S.
REVENUE CONTRACT: ALAMEDA COUNTY FISCAL YEARS 2027-2030 SUPPORTIVE SERVICES – CASE MANAGEMENT
WHEREAS, the City of Berkeley Department of Health, Housing & Community Services (HHCS) provides a broad range of community services to the community; and WHEREAS, Health Housing and Community Services (HHCS) Aging Services Division provides a broad range of services to Berkeley seniors; and WHEREAS, the City of Berkeley should seek outside funding wherever possible to fund vital senior services; and
WHEREAS, Alameda County provides funding to provide Supportive Services Case Management for Fiscal Years 2027-2030 in the approximate amount of $149,994 (Revenue Budget Code 327-51-505-544-2069-000-000-433110-); and WHEREAS, the City of Berkeley provides a minimum match of $14,999 in General Funds (Expense Code 011-51-505-544-2069-000-444-various); and WHEREAS, the funds will support the management and delivery of the Social Services Unit (budget code 327-51-505-544-2069-000-444-various); and WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager or designee is hereby authorized to submit a contract agreement to Alameda County for funding for fiscal years 2027-2030 for Supportive Services – Case Management, and to accept the grants and to execute any resultant revenue agreements and amendments in line with the grant awards, including any term extensions, and which may be larger or smaller than the projected annual award of $149,994. A record signature copy of said agreements and any amendments shall be on file in the office of the City Clerk.
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/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Scott Gilman, Director, Health, Housing, and Community Services Subject: Revenue Contract Amendments: Nutrition and Family Caregiver Support Programs, Aging Services Programs, Fiscal Year 2027
RECOMMENDATION
Adopt three resolutions authorizing the City Manager or designee to execute contract amendments with Alameda County to accept funding and provide congregate and home-delivered meals, and family caregiver support to seniors for the first half of Fiscal Year 2027 (FY 2027) in the following projected amounts:
a. Congregate Meals in a projected amount of $70,500;
b. Home Delivered Meals in a projected amount of $88,096; and c. Family Caregiver Support Program in a projected amount of $49,764.
FISCAL IMPACTS OF RECOMMENDATION
The City anticipates receiving three contract amendments totaling approximately $208,360 from the Alameda County Area Agency on Aging (AAA) to cover a six-month extension for the programs listed above. The contracts require matching funds totaling approximately $20,836 as detailed below, and the Department of Health, Housing, and Community Services’ Aging Services Division (HHCS/AS) will utilize General Fund in its approved FY 2027 budget to provide the match. Funding is subject to appropriation in the FY 2027 budgets in the General Fund.
1. Congregate Meals: The FY 2027 contract amendment is projected for $70,500 and supports staff coordination and management of meals that are both served at senior centers, as well as available for pickup. The contract requires a match of $7,050.
2. Home Delivered Meals: The FY 2027 contract amendment is projected for $88,096 and supports staff coordination, management of home delivered meals, and the catering company to provide the prepared meals. The contract requires a match of $8,810.
Revenue Contract Amendments: Nutrition and Family Caregiver CONSENT CALENDAR Support Programs, Aging Services Programs, Fiscal Year 2027 June 30, 2026
3. Family Caregiver Support Program: The FY 2027 contract amendment is projected for $49,764 and supports caregiver outreach, training and respite services for care receivers. The contract requires a match of $4,976.
CURRENT SITUATION AND ITS EFFECTS
The City’s existing grant-funded nutrition and caregiver contracts are set to expire on June 30, 2026. While the City applied for new multi-year grants this past spring, Alameda County notified staff that they require additional time to complete a thorough review of all countywide applications.
To ensure that vital senior services are not interrupted, the County is issuing six-month extensions on existing agreements, funded at roughly half of the previous annual allocation. Notices of intent to award the full, long-term FY 2027 grants are expected to be issued later this year for a January 1, 2027, start date.
Effective January 1, 2026, local agencies are required to satisfy noticing requirements for certain contracts for services that meet the criteria outlined in Government Code Section 3504.1 as amended by AB 339. This is a revenue contract, and it does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
The Aging Services Division combines funding from city, county, and state sources, alongside private donations, to serve Berkeley’s older adults. The department provides reliable access to nutritious food, recreational activities, educational classes, and direct resource referrals to help independent seniors thrive and support their extended families.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
Both the home-delivered and senior center group meal programs actively compost all organic food waste, keeping it out of local landfills.
RATIONALE FOR RECOMMENDATION
These funds support the City’s senior centers programming and meals programs and provide critical support to ensure HHCS/AS can continue to provide services at the North and South Berkeley Senior Centers, and Senior Nutrition Programs.
ALTERNATIVE ACTIONS CONSIDERED
If the City declines to accept these six-month extension amendments, senior nutrition and caregiver relief programs would face an immediate, severe reduction in capacity, leaving vulnerable residents without services.
CONTACT PERSON
Rhianna Babka, Manager of Aging Services, HHCS, (510) 981-5410
Revenue Contract Amendments: Nutrition and Family Caregiver CONSENT CALENDAR Support Programs, Aging Services Programs, Fiscal Year 2027 June 30, 2026
Attachments:
1. Resolution: Congregate Meals
2. Resolution: Home-Delivered Meals
3. Resolution: Family Caregiver Support Program
RESOLUTION NO. ##,###-N.S.
REVENUE CONTRACT AMENDMENT: ALAMEDA COUNTY FISCAL YEAR 2027
CONGREGATE MEAL PROGRAM
WHEREAS, the City of Berkeley Department of Health, Housing & Community Services (HHCS) provides a broad range of community services to the community; and WHEREAS, HHCS’ Aging Services Division provides a broad range of services to Berkeley seniors, and coordinates the delivery of meals to three cities – Berkeley, Albany and Emeryville – as the lead partner in the Tri-City Nutrition Program; and WHEREAS, the City of Berkeley should seek outside funding wherever possible to fund vital senior services; and
WHEREAS, Alameda County provides funding to support the Congregate Meal programs and will be issuing an extension of the existing FY 2026 contract into the first half of FY 2027 (July 1 – December 31, 2026) in the approximate amount of $70,500 (Revenue Budget Code 320-51-505-549-2041-000-000-433110-); and
WHEREAS, the City of Berkeley provides a minimum match of $7,050 in General Funds (Expense Code 011-51-505-549-2041-000-444-various; and
WHEREAS, the funds will support the coordination and management of congregate meals at four sites (North Berkeley Senior Center, South Berkeley Senior Center, Emeryville Senior Center and Albany Senior Center) (budget code 320-51-505-549-2041- 000-444-various); and
WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager or designee is hereby authorized to submit a contract amendment agreement to Alameda County for funding for the first half of fiscal year 2027 (July 1 – December 31, 2026) for the Congregate Meal Program, and to accept the grant and to execute any resultant revenue agreements and amendments in line with the grant awards, including any annual increases and term extensions, and may be larger or smaller than the projected award of $70,500. A record signature copy of said agreements and any amendments shall be on file in the office of the City Clerk.
RESOLUTION NO. ##,###-N.S.
REVENUE CONTRACT AMENDMENT: ALAMEDA COUNTY FISCAL YEAR 2027
HOME DELIVERED MEAL PROGRAM
WHEREAS, the City of Berkeley Department of Health, Housing & Community Services (HHCS) provides a broad range of community services to the community; and WHEREAS, HHCS’ Aging Services Division provides a broad range of services to Berkeley seniors, and coordinates the delivery of meals to three cities – Berkeley, Albany and Emeryville – as the lead partner in the Tri-City Nutrition Program; and WHEREAS, the City of Berkeley should seek outside funding wherever possible to fund vital senior services; and
WHEREAS, Alameda County provides funding to support the Home Delivered Meal program and will be issuing an extension of the existing FY 2026 contract into the first half of FY 2027 (July 1 – December 31, 2026) in the approximate amount of $88,096 (Revenue Budget Code 320-51-505-549-2044-000-000-433110-); and WHEREAS, the City of Berkeley provides a minimum match of $8,810 in General Funds (Expense Code 011-51-505-549-2044-000-444-various); and WHEREAS, the funds will support the coordination and management of home delivered meals to the partner cities in the Tri-City Nutrition Program (Berkeley, Albany and Emeryville) (budget code 320-51-505-549-2044-000-444-various); and WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager or designee is hereby authorized to submit a contract amendment agreement to Alameda County for funding for the first half of fiscal year 2027 (July 1 – December 31, 2026) for the Congregate Meal Program, and to accept the grant and to execute any resultant revenue agreements and amendments in line with the grant awards, including any annual increases and term extensions, and may be larger or smaller than the projected award of $88,096. A record signature copy of said agreements and any amendments shall be on file in the office of the City Clerk.
RESOLUTION NO. ##,###-N.S.
REVENUE CONTRACT AMENDMENT: ALAMEDA FISCAL YEAR 2027 FAMILY
CAREGIVER SUPPORT PROGRAM
WHEREAS, the City of Berkeley Department of Health, Housing & Community Services (HHCS) provides a broad range of community services to the community; and WHEREAS, HHCS’ Aging Services Division provides a broad range of services to Berkeley seniors; and
WHEREAS, the City of Berkeley should seek outside funding wherever possible to fund vital senior services; and
WHEREAS, Alameda County provides funding to support the Family Caregiver Support services and will be issuing an extension of the existing FY 2026 contract into the first half of FY 2027 (July 1 – December 31, 2026) in the approximate amount of $49,764 (Revenue Budget Code 328-51-505-540-2036-000-000-433110); and WHEREAS, the City of Berkeley provides a minimum match of $4,976 in General Funds (Expense Code 011-51-505-541-2036-000-444-various); and WHEREAS, the funds will support the provision of caregiver outreach, training and respite services for care receivers (budget code 328-51-505-540-2036-000-444-various); and WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager or designee is hereby authorized to submit a contract amendment agreement to Alameda County for funding for the first half of fiscal year 2027 (July 1 – December 31, 2026) for the Family Caregiver Support Program, and to accept the grant and to execute any resultant revenue agreements and amendments in line with the grant awards, including any annual increases and term extensions, and may be larger or smaller than the projected annual award of $49,764. A record signature copy of said agreements and any amendments shall be on file in the office of the City Clerk.
Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Scott Gilman, Director, Health, Housing and Community Services Department
Subject: Contract No. 32500126 Amendment: City Data Services, LLC for an upgraded Community Agency Contract Administration and Monitoring System
RECOMMENDATION
Adopt a Resolution authorizing the City Manager or designee to amend Contract No. 32500126 with City Data Services, LLC for an upgraded community agency contract administration and monitoring system used by the Health, Housing and Community Services Department (HHCS) for an increase of $22,460 and a new contract not to exceed amount of $188,540.
FISCAL IMPACTS OF RECOMMENDATION
The current NTE is $166,080, divided across four years for an annual service fee of $41,520.00. The amendment would revise the annual service fee to $52,750 for FY 2027 and FY 2028 for an increase of $22,460 and a new NTE of $188,540.
The breakdown of costs for the last two years of the contract will be paid for from the following budget codes. The full amounts listed below are currently included in the FY 2027 and FY 2028 final budget.
GL Code FY 2027 FY 2028
128-51-504-530-0000-000-444-613130- $ 9,988.00 $ 9,988.00 011-51-504-530-0000-000-444-613130- $ 7,908.00 $ 7,908.00 315-51-503-526-2017-000-451-636110- $ 5,740.00 $ 5,740.00 011-51-506-559-2051-000-451-613130- $ 6,314.00 $ 6,314.00 122-51-504-533-2028-000-444-613130- $ 5,560.00 $ 5,560.00 128-51-504-533-2028-000-444-613130- $ 8,340.00 $ 8,340.00 128-51-504-533-2031-000-444-613130- $ 8,900.00 $ 8,900.00 Total $ 52,750.00 $ 52,750.00
CURRENT SITUATION AND ITS EFFECTS
On June 11, 2010, Council authorized the City to enter into a sole-source contract (No. 9111) with City Data Services (CDS) to use its online application and reporting system
Contract No. 32500126 Amendment: CITY DATA Services, LLC CONSENT CALENDAR June 30, 2026
for administering community agency contracts. The contract with CDS was amended several times and then renewed in FY 2020 (No. 32100038) and FY 2025 (No. 32500126). Since the original contract, HHCS expanded the scope of services to include contracts for Mental Health Division, Public Health Division, Housing Trust Fund (HTF) and Below Market Rate (BMR) Monitoring and Inspection modules.
CDS is rolling out an update to their system from version CDS 1.0 to version CDS 2.0.
The new version offers promising upgrades to their base technology, and introduces features that would highly benefit the City of Berkeley, such as custom templates and a new loan module. This update will allow City staff and community agencies to advance the Strategic Plan goal to provide an efficient and financially healthy City government.
Effective January 1, 2026, local agencies are required to satisfy noticing requirements for certain contracts for services that meet the criteria outlined in Government Code Section 3504.1 as amended by AB 339. This project does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
In 2008, City staff began researching various data systems to find an online application and reporting system for community agency contracts. The main goal was to develop an online system that would comply with City, state and federal reporting requirements, simplify the reporting process for non-profit contractors, and simplify the application review process for Commissions. In 2010, City staff identified CDS as the most flexible and cost-efficient system that also complies with and understands federal reporting requirements with subcontractors.
The CDS system enables applicants for City funds to submit applications online. It also allows reviewers of these applications to view and evaluate applications through a web- based portal. Currently, more than 50 community agencies with over 80 programs have contracts administered by HHCS. Agencies have successfully applied for funding using the CDS system for several rounds of funding. They also regularly submit financial and program reports via CDS. CDS also contains a monitoring and inspection component where staff can track contract performance and inspection communications and results.
Additionally, CDS can upload information into the federal Department of Housing and Urban Development reporting database, which the City is required to use to report on Community Development Block Grant funding. This functionality makes work more efficient and reduces costs.
HHCS also uses CDS to track and monitor HTF and BMR properties. The City’s HTF/BMR affordable housing portfolio includes 122 rental properties (consisting of over 2500 units) and 10 below market rate ownership properties (consisting of 71 resale- restricted units) that are subject to income restrictions set forth in a regulatory agreement with the City of Berkeley. City staff, together with the CDS team, have developed and continue to make improvements to an online platform in CDS that allows staff to perform annual reviews of each property’s operational activity and financial
Contract No. 32500126 Amendment: CITY DATA Services, LLC CONSENT CALENDAR June 30, 2026
status, and evaluate compliance with the City’s regulatory agreements. HHCS also uses CDS to track and monitor the City’s Housing Retention program. With CDS, staff is able to analyze household data and streamline quarterly program reporting requirements by populating key data into program reports.
The term of HHCS’s current contract with CDS (No. 32500126) is from July 1, 2024, to June 30, 2028. Since the contract’s execution, CDS has upgraded its system from version CDS 1.0 to version CDS 2.0. Upgrading to CDS 2.0 will enable the City to monitor the more than 50 community agencies’ contracts for over 80 programs more efficiently. Additionally, CDS is offering HHCS a discounted preferred-client rate in recognition of the City's long-term partnership.
The amendment would not extend the contract term. It would change the scope of work and increase the NTE to transition to CDS 2.0.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
The CDS system supports the City’s efforts to reduce the use of paper.
RATIONALE FOR RECOMMENDATION
CDS meets the City’s needs for monitoring contracts. It saves community agencies money by reducing the cost of reproducing multiple applications for funding and has also created efficiencies for both community agencies and City staff by streamlining the reporting, application and monitoring processes.
ALTERNATIVE ACTIONS CONSIDERED
HHCS considered staying under the current system without the upgrade and also considered alternate platforms. However, if HHCS were to contract with another vendor for this service, there would likely be undue hardship to community partners during a system transition and would likely increase the annual cost substantially for the same or equivalent service. Because CDS offered HHCS a discounted rate for the upgrade, staff determined that the benefits would be worth the additional annual fee.
CONTACT PERSON
Alexis Lozano, Senior Management Analyst, Health, HHCS, (510) 981-5433.
Attachments:
1: Resolution
RESOLUTION NO. ##,###-N.S.
CONTRACT NO. 32500126 AMENDMENT: CITY DATA SERVICES, LLC FOR AN
UPGRADED COMMUNITY AGENCY CONTRACT ADMINISTRATION AND
MONITORING SYSTEM
WHEREAS, City Data Services (CDS) is an online contract administration and monitoring system; and
WHEREAS, on June 11, 2010, Council approved that the City enter into a sole-source contract with CDS (No. 9111) to provide maintenance on an online application and reporting system for administering community agency contracts; and WHEREAS, on May 7, 2024, Council adopted Resolution 71,304-N.S authorizing the City to enter into a new contract with City Data Services through June 30, 2028, with a not-to- exceed amount of $166,080; and
WHEREAS, three Divisions in HHCS use CDS for contract reporting and monitoring of more than 50 different agencies with over 80 discrete programs as well as the Housing Retention Program the Housing, Trust Fund, and Below Market Rate Monitoring; and WHEREAS, CDS has been modified to an upgraded version of the current system to adequately meet the needs of the HHCS Department, monitoring and reporting requirements for community agency contracts and monitoring efforts; and WHEREAS, The annual service fee will increase from $41,520.00 to $52,750.00; and WHEREAS, amending this contract now will allow HHCS to benefit from two years of the upgraded database; and
WHEREAS, the cost for two years of the upgraded database will be an additional $22,460; and
WHEREAS, the amended contract not-to-exceed amount will be $188,540; and WHEREAS, contracting with CDS for this service is cost effective because it builds on the current system already in use; and
WHEREAS, funding for these additional costs is available from General Fund, Community Development Block Grant, Below Market Rate Monitoring Fee, and Mental Health Services Act and
WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1; and
WHEREAS, this amendment does not change the contract expiration only the scope of services and the contract amount.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager or their designee is authorized to amend Contract No. 32500126 with City Data Services, LLC for an upgraded community agency contract administration and monitoring system used by the Health, Housing and Community Services Department in an amount not to exceed $188,540.
Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Scott Gilman, Director, Health, Housing & Community Services Department Subject: North Berkeley BART Affordable Housing Projects – Additional Predevelopment Funding and Ownership Change
RECOMMENDATION
Adopt a Resolution:
1. Approving the change of the owner and controlling agency for North Berkeley BART projects from BRIDGE Housing Corporation (BRIDGE) to East Bay Asian Local Development Corporation (EBALDC) or their affiliate and Insight Housing (Insight) or their affiliate;
2. Reapproving the funding reservations for the North Berkeley BART (NBB) affordable housing projects as follows;
a. $9,010,000 for the NBB Lot A Permanent Supportive Housing (PSH) project;
b. $11,563,636 for the NBB Lot B EBALDC project; and
c. $5,926,364 for the NBB Lot D EBALDC project;
3. Approving an increase of $3,358,072 in predevelopment advances, for a total of $8,358,072 from the previously authorized NBB funding reservation, to support predevelopment activities for the affordable housing projects as follows:
a. $2,464,233 for the NBB Lot A PSH project; and
b. $4,132,816 for the NBB Lot B EBALDC project;
c. $1,761,023 for the NBB Lot D EBALDC project; and
4. Authorizing the City Manager or designee to execute all original or amended documents to effectuate this action.
SUMMARY
The City allocated funding for the NBB projects to BRIDGE to build affordable housing at the site. BRIDGE is exiting the projects and one of the other developers on the NBB team is replacing BRIDGE as lead developer. The recommendation seeks Council approval to replace BRIDGE. The recommended action would also approve an additional advance of predevelopment funding and reapprove the total development funding for the NBB projects.
North Berkeley BART Affordable Housing Projects – CONSENT CALENDAR Additional Predevelopment Funding and Ownership Change June 30, 2026
FISCAL IMPACTS OF RECOMMENDATION
There are no expected fiscal impacts of the ownership change and there are no new funds recommended. Council approved a total funding reservation of $26.5 million for the NBB affordable housing projects, which includes $6.5 million in Affordable Housing Mitigation Fees (AHMF, Fund #120) and $20 million in Measure O funds (Fund #512).
Council previously approved advancing $5 million from the funding reservation to support predevelopment activities. The request for an additional $3,358,072 in predevelopment funding would also be an advance from the existing $26.5 million reservation and does not represent new funds. The additional predevelopment funds would be a combination of AHMF and Measure O funds.
CURRENT SITUATION AND ITS EFFECTS
In 2022 and in partnership with the City, the BART Board of Directors selected a team of developers to build market rate and affordable housing at the North Berkeley BART site. The development team included one market rate developer – AvalonBay Communities – and three affordable housing developers: BRIDGE, EBALDC, and Insight. BRIDGE recently decided to exit the deal, as BRIDGE and BART were at an impasse regarding key business terms, and multiphase development no longer aligns with BRIDGE’s business plan and organizational priorities. BRIDGE was the developer or co-developer of three out of the four NBB affordable projects. EBALDC is stepping in as the lead developer and is taking over the NBB projects previously under BRIDGE’s purview. BART and EBALDC executed an option for the land which includes BART’s approval of the transfer from BRIDGE to EBALDC.
The City entered into a $5 million predevelopment loan with North Berkeley Housing Partners L.P., an affiliate of BRIDGE, to support predevelopment activities for the three affordable housing projects advancing in NBB Phase I. EBALDC will assume the role of managing general partner of that entity. The predevelopment loan will be split into three individual loans, one for each phase I project.
EBALDC and Insight requested an additional $3,358,072 to be advanced as predevelopment funds. The funds will be used for architectural, engineering, and other predevelopment costs for both the residential projects and the site infrastructure. The funds will allow EBALDC and Insight to pursue additional financing, including highly competitive state funding and low-income housing tax credits for the projects. City staff will work with EBALDC and Insight to set disbursement milestones, including capping disbursements for each project until tax credit financing is secured. If the additional funding is approved for a total predevelopment advance of $8,358,072, the funds will be allocated as follows:
$2,464,233 for the NBB Lot A PSH project (to be co-developed by Insight and EBALDC (or alternative City-approved developer);
$4,132,816 for the NBB Lot B EBALDC project (to be developed by EBALDC);
North Berkeley BART Affordable Housing Projects – CONSENT CALENDAR Additional Predevelopment Funding and Ownership Change June 30, 2026
$1,761,023 for the NBB Lot D EBALDC project (to be developed by EBALDC) The predevelopment schedule for the site mitigates the City’s risk by tying disbursement of City funding to key project financing milestones. Predevelopment risk reduces as each project advances into construction. The City’s predevelopment funding is matched through other sources, including Bay Area Housing Finance Agency predevelopment funding, Regional Early Action Planning (REAP) funding through BART, Affordable Housing and Sustainable Communities reimbursements, and developer contributions.
The total City subsidy per project has not changed since Council allocated development funding in June 2024. The recommended Council action includes restating the funding reservations for each project for clarity as the project names and developers have changed. Effective January 1, 2026, local agencies are required to satisfy noticing requirements for certain contracts for services that meet the criteria outlined in Government Code Section 3504.1 as amended by AB 339. This project does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
The City originally made $2 million of the total funding reservation for North Berkeley BART available for predevelopment (through Resolutions No. 70,643-N.S. and 70,991- N.S.). Due to the complexity of the site and the need for the affordable housing developers to cover their share of master planning costs, the development team requested an additional advance of $3 million, which was approved by Council in June 2024 with Resolution 71,428-N.S. The total estimated predevelopment cost for phase I is approximately $16 million. There are limited sources of funding for predevelopment, and the nonprofit developers were able to secure non-City sources for nearly half of the total predevelopment need.
EBALDC is qualified to step into the lead developer role and has both affordable housing and transit-oriented development experience. EBALDC owns and operates over 35 buildings serving more than 2,300 households, and manages a pipeline of 20 affordable housing, commercial, mixed-use, and mixed-income projects in Alameda and Contra Costa counties. BART is currently working closely with EBALDC on the redevelopment of the Lake Merritt BART site, including developing two new multifamily affordable housing projects.
NBB Phase I Projects Overview
Project Name NBB Lot A PSH NBB Lot B EBALDC NBB Lot D EBALDC Former Name NBB BRIDGE Insight
PSH Project
NBB BRIDGE Phase I
Project NBB EBALDC Project
Developer
Insight + EBALDC (or
alternative City-approved
developer)
EBALDC EBALDC
North Berkeley BART Affordable Housing Projects – CONSENT CALENDAR Additional Predevelopment Funding and Ownership Change June 30, 2026
Project Name NBB Lot A PSH NBB Lot B EBALDC NBB Lot D EBALDC Total Units 85 124 60
Housing Type
Permanent supportive
housing for formerly
homeless individuals
Family housing Family housing
Affordability
(% of Area Median
Income)
30-50% AMI 30-70% AMI 20-60% AMI
Predevelopment Funding Summary
Predevelopment Loan
($5M) $2,058,157 $2,538,892 $402,951
Proposed Additional
Advance ($3.4M) $406,076 $1,593,924 $1,358,072
Total Predevelopment $2,464,233 $4,132,816 $1,761,023
Total City Subsidy (Including Predevelopment)
Total City Subsidy $9,010,000 $11,563,636 $5,926,364
Total City Subsidy/Unit $106,000 $93,255 $98,773
EBALDC and Insight are actively pursuing state funding to round out their phase I projects’ capital stacks, with applications pending for the Affordable Housing and Sustainable Communities program, Homekey+, and tax credits. If successful, the first project could start construction in late 2026 or early 2027. The fourth affordable project (to be developed by EBALDC) is planned for Phase II, as the subsidy would come from Avalon Bay’s market rate developer contribution.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There will be no environmental impacts related to the partnership change, and the project will remain affordable rental housing for individuals and families.
RATIONALE FOR RECOMMENDATION
After BART selected the NBB development team in 2022, there were dramatic shifts in the real estate market that caused AvalonBay Communities to step back meaningfully from the project. With the recent exit of the lead affordable housing developer, the project has a considerable gap in predevelopment sources, which put secured state funding at risk. Entering into new predevelopment loan agreements with EBALDC and Insight will protect the City’s investment in the affordable housing development at the NBB site. Advancing the additional $3.4 million for predevelopment will also enable the
North Berkeley BART Affordable Housing Projects – CONSENT CALENDAR Additional Predevelopment Funding and Ownership Change June 30, 2026
projects to move forward toward construction start, providing additional affordable housing stock in Berkeley.
ALTERNATIVE ACTIONS CONSIDERED
None considered.
CONTACT PERSON
Jenny Wyant, Program Manager, HHCS, (510) 981-5228
Asavari Devadiga, Community Development Project Coordinator, HHCS, (510) 981- 5426
Attachment:
1: Resolution
RESOLUTION NO. ##,###-N.S.
AUTHORIZING THE PREDEVELOPMENT LOAN AGREEMENTS WITH EAST BAY
ASIAN LOCAL DEVELOPMENT CORPORATION AND INSIGHT HOUSING OR
AFFILIATES AND ADVANCING ADDITIONAL PREDEVELOPMENT FUNDING FOR
THE NORTH BERKELEY BART AFFORDABLE HOUSING PROJECTS
WHEREAS, on April 27, 2021, with Resolution 69,833-N.S., City Council approved the funding reservation of $53 million, to be divided equally between the Ashby BART and North Berkeley BART sites to support the development of affordable housing, and allowed a portion of that funding to be considered for predevelopment costs; and WHEREAS, the $26.5 million for the North Berkeley BART (NBB) site includes $20 million in Measure O funds and $6.5 million in Affordable Housing Mitigation Fees; and WHEREAS, on December 1, 2022, the BART Board of Directors selected a development team made up of BRIDGE Housing Corporation (BRIDGE), East Bay Asian Local Development Corporation (EBALDC), Insight Housing (Insight) and AvalonBay Communities (collectively, the North Berkeley Housing Partners); and WHEREAS, City Council reserved $2 million in predevelopment funding to BRIDGE or its affiliate for the NBB affordable housing projects with Resolutions No. 70,643-N.S. on December 13, 2022, and 70,991-N.S. on July 25, 2023; and WHEREAS, the City entered into a predevelopment loan agreement with North Berkeley Housing Partners L.P., an affiliate of BRIDGE; and
WHEREAS, on June 25, 2024, with Resolution 71,428-N.S., City Council allocated the remaining $24.5 million to the NBB affordable projects, and approved an additional advance of $3 million for predevelopment; and
WHEREAS, BRIDGE is exiting the North Berkeley BART (projects and EBALDC is replacing BRIDGE as the developer or co-developer on projects formerly under BRIDGE’s purview; and
WHEREAS, EBALDC and Insight submitted a request for an additional advance of $3,358,072 million for predevelopment; and
WHEREAS, this contract is exempt from the noticing requirements set forth in Government Code Section 3504.1.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City approves entering into predevelopment loan agreements with:
1) EBALDC or an EBALDC-controlled affiliate for the NBB Lot B project and the NBB Lot D EBALDC project; and
2) Insight or an Insight-controlled affiliate and/or EBALDC or an EBALDC-controlled affiliate for the NBB Lot A Permanent Supportive Housing (PSH) project; and
BE IT FURTHER RESOLVED that the Council re-approves the following funding reservations for a total of $26,500,000 for the North Berkeley affordable housing projects:
1) $9,010,000 for the NBB Lot A PSH project
2) $11,563,636 for the NBB Lot B EBALDC project
3) $5,926,364 for the NBB Lot D EBALDC project; and
BE IT FURTHER RESOLVED that the Council approves an increase of $3,358,072 in predevelopment advances, for a total of $8,358,072 from the previously authorized NBB funding reservation, to support predevelopment activities for the affordable housing projects as follows:
a. $2,464,233 for the NBB Lot A PSH project; and
b. $4,132,816 for the NBB Lot B EBALDC project;
c. $1,761,023 for the NBB Lot D EBALDC project; and
BE IT FURTHER RESOLVED that the City Manager or designee be authorized to refinance existing Housing Trust Fund loans (including any accrued interest) into new loans with terms consistent with the HTF Guidelines; and BE IT FURTHER RESOLVED that the City Manager, or designee, is hereby authorized to execute all original or amended documents or agreements to effectuate this action; a signed copy of said documents, agreements, and any amendments will be kept on file in the Office of City Clerk.
Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Scott Gillman, Director, Health, Housing, and Community Services Subject: Extend Term of 2011-2026 Community Workforce Agreement with the Building and Construction Trades Council for City Construction Projects
RECOMMENDATION
Adopt a Resolution authorizing the City Manager to execute a six-month extension to the current Community Workforce Agreement (CWA) with the Building and Construction Trades Council of Alameda County (BTCA) through December 31, 2026.
FISCAL IMPACTS OF RECOMMENDATION
The extension of the term of the CWA will not require additional spending by the City or have an impact on the General Fund.
CURRENT SITUATION AND ITS EFFECTS
On January 18, 2011, with Resolution No. 65,157–N.S, City Council authorized the City Manager to execute a Community Workforce Agreement (CWA) with the Building and Construction Trades Council of Alameda County (BTCA), applying to any City construction project whose value exceeds $1,000,000. Since that time, the City of Berkeley and BTCA have maintained the agreement, which has been continually renewed with few modifications. In 2015, the City and BTCA agreed to reduce the threshold for covered projects from $1,000,000 to $500,000 and narrowed the definition of local hires to include only Berkeley residents.
The current CWA expires on June 30, 2026. In February and March of 2026, staff from the Public Works (PW), Parks, Recreation and Waterfront (PRW), and Health Housing, and Community Services (HHCS) Departments met to discuss the effectiveness of the CWA and determine whether any of its terms merited updates.
City staff representatives from PW, PRW, City Manager’s Office, and HHCS met with the leadership of BTCA to discuss the renewal of the CWA on April 13, 2026, and April 27, 2026, and via email in May 2026. The parties have exchanged proposals and engaged in productive discussions but require more time to come to a mutual agreement before presenting the next CWA to City Council.
Extend Term of 2011-2026 Community Workforce Agreement with the CONSENT CALENDAR Building and Construction Trades Council for City Construction Projects June 30, 2026
The Community Workforce Agreement is a Strategic Plan Priority Project, advancing our goal to:
Provide state-of-the-art, well-maintained infrastructure, amenities, and facilities. Foster a dynamic, sustainable, and locally-based economy.
BACKGROUND
The CWA was originally approved on January 18, 2011, with Resolution No. 65,157– N.S authorizing the City Manager to execute a Community Workforce Agreement (CWA) with the Alameda County Building and Construction Trades Council, AFL-CIO and twenty-two labor organizations regarding the provision of union labor to City construction projects in excess of $1 million dollars for a term of three years. On May 15, 2012, City Council, upon reviewing an analysis of the first year of the CWA, approved the City Manager’s recommendation to maintain the CWA’s $1 million dollar threshold for publicly funded construction projects for an additional 12 months to allow time to improve the effectiveness of the CWA and evaluate outcomes. Staff completed reports on the effectiveness of the CWA and on June 23, 2015, City Council approved Resolution No. 67,111-N.S. reducing the threshold from $1 million to $500,000. Since 2015, City Council has approved three consecutive renewals of the CWA on January 23, 2018, December 15, 2020, and June 27, 2023.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
Extending the term of the current CWA would not have any environmental impacts.
RATIONALE FOR RECOMMENDATION
City staff and the leadership of BTCA have engaged in productive discussions about the next CWA but have not been able to come to a mutual agreement to present to City Council before the June 30, 2026, expiration date of the current CWA.
ALTERNATIVE ACTIONS CONSIDERED
The only alternative is to allow the CWA to expire while staff and BTCA continue to work on a new CWA. This would potentially result in construction contracts moving forward ungoverned by the provisions of the CWA.
CONTACT PERSON
Emily Rose, Community Development Project Coordinator, HHCS, 510-981-7551 Attachments:
1: Resolution
Exhibit A: Side Letter of Agreement
RESOLUTION NO. ##,###-N.S.
EXTENSION OF COMMUNITY WORKFORCE AGREEMENT WITH BUILDING AND CONSTRUCTION TRADES COUNCIL THROUGH DECEMBER 31, 2026
WHEREAS, since its January 18, 2011, adoption, the Community Workforce Agreement (hereafter CWA) has incorporated community interests by providing Berkeley residents access to quality union jobs with better standards for pay and benefits; and WHEREAS, the CWA will support the efforts of the City to increase employment opportunities for Berkeley residents, including youth, through apprenticeship and pre- apprenticeship programs; and
WHEREAS, the CWA helps to provide for the peaceful settlement of labor disputes and grievances without strikes or lockouts, thus promoting the public interest in assuring the timely and economical completion of the projects.
WHEREAS, by Resolution No. 65,157-N.S. on January 18, 2011, Council approved the CWA for a term of three years and authorized the City Manager to execute the Agreement with the Alameda County Building and Construction Trades Council (BTCA), AFL-CIO and twenty-two labor organizations regarding the provision of union labor to City construction projects in excess of $1 million dollars; and
WHEREAS, on June 23, 2015, Council approved Resolution No. 67,111-N.S.,reducing the threshold from $1 million to $500,000 and authorizing the City Manager to extend the then-current CWA for three years; and
WHEREAS, on January 23, 2018, December 15, 2020, and June 27, 2023, City Council again authorized the City Manager to extend the CWA; and WHEREAS, on April 13, 2026, and April 27, 2026, City staff and the Alameda County Building and Construction Trades Council met to discuss the terms of the next CWA but have not yet reached an agreement; and
WHEREAS, the current CWA will expire on June 30, 2026.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager is authorized to execute a six-month extension to the current CWA for six months, until December 31, 2026.
Exhibit A: Side Letter of Agreement
EXHIBIT A
SIDE LETTER FOR THE EXTENSION OF THE
COMMUNITY WORKFORCE AGREEMENT (CWA)
FOR THE CITY OF BERKELEY
Through this side letter, the parties agree to extend the Community Workforce Agreement, as authorized by the Council of the City of Berkeley on June 30, 2026. This extension remains in effect through December 31, 2026.
Dated: ____________________
CITY OF BERKELEY
By: _________________________
Paul Buddenhagen
City Manager
Dated: ____________________
ALAMEDA COUNTY BUILDING & CONSTRUCTION TRADES COUNCIL
By: _________________________
Andreas Cluver
Secretary-Treasurer
Office of the City Manager
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Janelle Rodrigues, Director of Human Resources Subject: Establish the Job Classification and Pay Scale for Firefighter EMT, Add Firefighter Paramedic and Firefighter EMT to Personnel Rules and Regulations Section 9.03 Promotion Through a Non-Competitive Personnel Action, and Revise Section 33, Probationary Period of the Memorandum of Understanding between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227
RECOMMENDATION
1. Adopt a resolution to establish job classification and pay scale for Firefighter EMT.
2. Adopt a resolution to add Firefighter Paramedic and Firefighter EMT to Personnel Rules and Regulations Section 9.03 Promotion Through a Non-Competitive Personnel Action.
3. Adopt a resolution to revise Section 33, Probationary Period of the Memorandum of Understanding between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227.
FISCAL IMPACTS OF RECOMMENDATION
There is no fiscal impact resulting from separating the classifications, as the existing pay scales will be maintained.
CURRENT SITUATION AND ITS EFFECTS
During a recent revision to the Firefighter classification, the minimum qualification was changed from requiring a paramedic license to allowing an Emergency Medical Technician (EMT) certificate. As a result, the Department now employs both Firefighter Paramedics and Firefighter EMTs.
The City recommends dividing the current Firefighter classification into two closely related classifications. The existing Firefighter classification will be renamed Firefighter Paramedic, with updated duties that clearly reflect the responsibilities of employees licensed to provide both Basic Life Support (BLS) and Advanced Life Support (ALS).
Establish the Job Classification and Pay Scale for Firefighter EMT, Add Firefighter Paramedic and Firefighter EMT to Personnel Rules and Regulations Section 9.03: Promotion Through a Non-Competitive Personnel Action, and Revise Section 33: Probationary Period of the Memorandum of Understanding between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227
CONSENT CALENDAR
June 30, 2026
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/ These preliminary changes were approved at the Personnel Board meeting on May 4, 2026, but do not take effect until the remaining proposed changes are approved by the City Council.
The City further recommends adding Firefighter EMT as an eligible entry-level classification to Firefighter Paramedic within Personnel Rules and Regulations Section
9.03, Promotion Through a Non
‑Competitive Personnel Action. Under this provision, an employee may be promoted to a higher classification if an employee meets the established criteria and have demonstrated satisfactory performance in the lower classification.
In addition, the City recommends amending Section 33: Probation, of the Memorandum of Agreement between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227, to revise the length of probationary period and the date of performance appraisal report for employees granted a promotion through a non- competitive personnel action from Fire Fighter EMT to Fire Fighter Paramedic.
CURRENT SITUATION AND ITS EFFECTS
During a recent update to the Firefighter classification, the minimum qualification was changed from requiring a Paramedic license to allowing an Emergency Medical Technician (EMT) certificate. As a result, the Fire Department now employs both Firefighter Paramedics and Firefighter EMTs under a single classification structure, which no longer aligns with operational needs.
This misalignment creates inconsistencies in job duties, training requirements, and progression pathways for employees performing Basic Life Support (BLS) versus Advanced Life Support (ALS) functions.
In addition, having a distinct entry-level Firefighter EMT classification allows the City to clearly define job expectations and establish a non‑competitive promotion process for employees who later obtain a Paramedic license.
Collectively, addressing these issues will improve recruitment, operational needs, training, and employee advancement within the Firefighter classification and Fire Department.
BACKGROUND
On May 4, 2026, the Personnel Board approved preliminary revisions to the Firefighter classification, including renaming the classification to Firefighter Paramedic, reinstating the requirement for a Paramedic license, and updating duties to accurately reflect the classification’s ALS responsibilities. At the same meeting, the Board also approved adding Firefighter EMT as an eligible entry-level classification for non‑competitive
Establish the Job Classification and Pay Scale for Firefighter EMT, Add Firefighter Paramedic and Firefighter EMT to Personnel Rules and Regulations Section 9.03: Promotion Through a Non-Competitive Personnel Action, and Revise Section 33: Probationary Period of the Memorandum of Understanding between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227
CONSENT CALENDAR
June 30, 2026
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/ advancement to Firefighter Paramedic under Personnel Rules and Regulations Section
9.03: Promotion Through a Non‑Competitive Personnel Action.
To support this structure, the City proposes establishing a separate Firefighter Emergency Medical Technician (EMT) classification. This classification is derived from the historical Firefighter role but requires a valid California EMT certification and is intended for employees performing Basic Life Support (BLS) duties.
The City also proposes that Firefighter EMTs who obtain a Paramedic license may, with approval of the Fire Chief, advance to the Firefighter Paramedic classification through the established non‑competitive personnel action process. All requirements of Section 9.03, including verification of credentials and minimum qualifications, would continue to apply.
As part of these changes, the City and the Berkeley Fire Fighters Association, I.A.F.F.
Local 1227, have met and conferred and reached preliminary agreement to amend Section 33: Probation of the Memorandum of Agreement to shorten the probationary period and update the timing of performance evaluations for employees promoted from Firefighter EMT to Firefighter Paramedic through the non-competitive promotion process.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There are no identifiable environmental effects or opportunities associated with the subject of this report.
RECOGNIZED EMPLOYEE ORGANIZATION
The classification is represented by the Berkeley Fire Fighters Association (BFFA). The City notified the union of the proposed changes, and the union confirmed its agreement.
RATIONALE FOR RECOMMENDATION
Adopting the proposed changes will ensure that the Firefighter classifications accurately reflect credential requirements and scopes of practice, promote internal consistency, and support operational efficiency.
ALTERNATIVE ACTIONS CONSIDERED
No alternative actions were identified that would meet the operational needs or ensure appropriate differentiation between Firefighter Paramedic and Firefighter EMT classifications.
CONTACT PERSON
Janelle Rodrigues, Director of Human Resources, (510) 981-6807.
Attachments
1: Resolution
Establish the Job Classification and Pay Scale for Firefighter EMT, Add Firefighter Paramedic and Firefighter EMT to Personnel Rules and Regulations Section 9.03: Promotion Through a Non-Competitive Personnel Action, and Revise Section 33: Probationary Period of the Memorandum of Understanding between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227
CONSENT CALENDAR
June 30, 2026
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/ Exhibit A: Proposed Job Class Specification and Pay Scale – Firefighter EMT 2: Resolution
Exhibit A: Proposed Revisions to Personnel Rules and Regulations Section 9.03:
Promotion Through a Non‑Competitive Personnel Action
3: Resolution
Exhibit A: Side Letter to the Memorandum of Agreement Between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227, Section 33:
Probation
RESOLUTION NO. ##,###-N.S.
APPROVING ESTABLISHMENT OF JOB CLASSIFICATION AND PAY SCALE OF
FIREFIGHTER EMT
WHEREAS, the Human Resources Department maintains the Classification and Compensation Plan for the City of Berkeley; and
WHEREAS, job specifications are foundational components of the City’s Classification and Compensation Plan; and
WHEREAS, the Human Resources Department recommends the establishment of the represented job classification of Firefighter EMT with an hourly pay range of $36.3959 - $45.8468; and
WHEREAS, the Personnel Board recommended adoption of the job classification and pay range for Firefighter EMT at its May 4, 2026, meeting; and WHEREAS, employees who work in the classification of Firefighter EMT will be considered non-exempt under the Fair Labor Standards Act (FLSA); and WHEREAS, the job classification of Firefighter EMT is represented by Berkeley Fire Fighters Association, I.A.F.F. Local 1227; and
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the classification for Firefighter EMT is established with a job specification and pay range as shown in Exhibit A, effective the pay period beginning June 21, 2026.
BE IT FURTHER RESOLVED that the Firefighter EMT classification has an hourly pay scale of $36.3959 - $45.8468 distributed across three steps:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9
36.3959 37.2299 38.0843 38.9664 40.2416 41.5716 42.9433 44.3626 45.8468 Exhibits
A: Firefighter EMT – Job Class Specification and Pay Scale
CITY OF BERKELEY
FIREFIGHTER EMT
CLASS CODE XXXX
ESTABLISHED DATE
June 21, 2026
DEFINITION
Under general supervision, responds to fires, medical emergencies, and other emergency and non-emergency situations, and takes appropriate action to provide aid, save lives, protect property and the environment; perform fire prevention activities; maintains station quarters; performs various staff support assignments in addition to normal emergency response activities; performs related work as assigned.
CLASS CHARACTERISTICS
This is the entry- and full working-level class in fire suppression, learning and performing all duties required to effectively respond to emergency fire suppression and basic life support medical situations. Incumbents may be assigned to a truck or engine, typically in three- or four-person crews. This class is distinguished from Fire Apparatus Operator in that the latter class is assigned to operate any vehicles and apparatus in addition to performing all normal emergency response duties. This class provides basic life support emergency medical response.
EXAMPLES OF ESSENTIAL FUNCTIONS
The following list of duties is intended only to describe the various types of work that may be performed and the level of technical complexity of the assignment(s), and is not intended to be an all-inclusive list of duties. The omission of a specific duty statement does not exclude it from the position if the work is consistent with the concept of the classification or is similar or closely related to another duty statement.
1. In a fire emergency, connects, develops, charges, and bleeds hose for handlines, booster lines, connecting water appliances, and supply lines connecting to hydrants and between engines.
2. Controls and extinguishes fires, and places water curtains using various size handlines, cellar distributors, and deck, ladder, and portable water monitors.
3. Connects foam inductors and applies foam and chemicals for fire suppression and control.
4. Places and secures various adapters, nozzles, and in-line controls, connections, and fittings;
5. Searches buildings and rescues victims.
6. Provides emergency medical response at the basic life support level, including initial patient assessment and treatment.
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/
7. Documents patient care and uses various medical software and equipment provided by the department.
8. Uses various hand and power tools to obtain entry to buildings, free trapped accident victims, and provide ventilation.
9. Participates in specialized rescue operations, including aerial and underground situations, including the use of rigging and shoring.
10.Participates in various clean up, salvage, and overhaul operations.
11.Cleans, services, and ensures operational readiness of vehicles, apparatus, hoses, and equipment.
12.Participates in training and maintains/improves skills.
13.Participates in various staff support assignments including but not limited to: fire prevention, inspection, and hazardous hill and weed abatement programs, maintenance of inventory records, scheduled inspection of departmental equipment, and hydrant and fire flow testing.
14.Contains, removes, and decontaminates hazardous material spills.
15.Employs appropriate fire fighting and chemical safety apparel and equipment, including turnout gear, helmets, hoods, axe belt, and self-contained breathing apparatus.
16.Participates in maintenance of station and facilities.
17.Works with the community in a variety of educational, public relations, and service programs.
18.Work and live harmoniously with co-workers as an effective team member to facilitate the delivery of services to residents and visitors.
19.Promote a positive image of the department to the public.
20.May serve in higher level classifications on a relief basis.
21.May direct other personnel in greater alarm fires.
22.Performs related duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
Note: The level and scope of the knowledge and abilities listed below are related to job duties as defined under Class Characteristics.
Knowledge of:
1. Basic principles and practices of fire suppression and prevention.
2. Basic principles and practices of emergency medical care at the basic life support level.
3. Safety practices and precautions pertaining to the work.
Ability to:
1. Follow oral and written directions.
2. Establish and maintain effective working relationships with those encountered in the course of the work.
3. Maintain accurate records and prepare clear and concise reports, and other written materials.
4. Remain calm, make sound decisions, and respond appropriately in emergency and non-emergency situations.
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/
MINIMUM QUALIFICATIONS
FIREFIGHTER EMT - AT TIME OF APPLICATION:
1. Graduation from high school or GED equivalent.
2. Valid California Emergency Medical Technician (EMT) Certification or National Registry of Emergency Medical Technicians (NREMT) EMT Certification.
3. Candidate Physical Ability Test (CPAT) Card of Completion issued no earlier than one (1) year from the recruitment filing deadline.
4. Successful Completion of the Firefighter Candidate Testing Center (FCTC) written exam completed no earlier than one (1) year from the recruitment filing deadline.
5. Valid Driver’s License with a satisfactory driving record.
6. Proof of vaccination to include: TDaP, TB, MMR, Hepatitis B, Varicella (Chicken Pox), and Influenza. Titers demonstrating immunity may be substituted for the proof of vaccination.
FIREFIGHTER EMT - BY TIME OF APPOINTMENT:
1. Valid California EMT Certification.
2. Valid California Driver’s License with a satisfactory driving record.
FIREFIGHTER EMT - BY COMPLETION OF FIREFIGHTER 1 ACADEMY:
1. Successful completion of all required City of Berkeley and California Office of the State Fire Marshal (OSFM) academic training and certification examinations, including successful completion of the Academy with the incumbent’s assigned cohort, is a condition of continued employment. Failure to meet these requirements shall result in separation from employment.
2. Achieve certificates of completion issued by FEMA, the OSFM or the National Wildfire Coordinating Group (NWCG) for the following courses or equivalents/replacements as determined by FEMA, OSFM, or NWCG:
a. FSTEP Rope Rescue Awareness/Operations (RRA/O)
b. FSTEP Fire Fighter Survival
c. FSTEP Fire Control 3B
d. FSTEP Fire Control 4 (if applicable to that academy) e. FSTEP Driver Operator 1A
f. FSTEP or NWCG S130
g. FSTEP or NWCG S131
h. FSTEP or NWCG S190
i. FSTEP or CSTI HazMat FRO
j. FSTEP Vehicle Extrication
k. CFSTES Firefighter I
l. FEMA Introduction to the Incident Command System (ICS-100) m. FEMA National Incident Management Systems, An Introduction (IS-700.A) FIREFIGHTER EMT - BY COMPLETION OF PROBATION:
1. Successful completion of the City of Berkeley Firefighter Taskbooks.
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/
2. Successful completion of City of Berkeley Firefighter written and psychomotor examinations.
3. Certificates of completion issued by the California Office of the State Fire Marshal (OSFM) for the following courses or equivalents/replacements as determined by OSFM:
a. CFSTES Firefighter II
FIREFIGHTER EMT LATERAL - AT TIME OF APPLICATION:
1. Graduation from high school or GED equivalent.
2. Valid California EMT Certification or National Registry of Emergency Medical Technicians (NREMT) EMT Certification.
3. Currently employed as a full-time paid Firefighter with at least two years of continuous employment.
4. CFSTES or IFSAC/ProBoard Firefighter I Certification.
5. Valid Driver’s License with a satisfactory driving record.
6. Proof of vaccination to include: TDaP, TB, MMR, Hepatitis B, Varicella (Chicken Pox), and Influenza. Titers demonstrating immunity may be substituted for the proof of vaccination.
FIREFIGHTER EMT LATERAL – BY TIME OF APPOINTMENT
1. Valid California EMT Certification.
2. Valid California Driver’s License with a satisfactory driving record.
FIREFIGHTER EMT LATERAL - BY COMPLETION OF FIREFIGHTER 1 ACADEMY:
1. Successful completion of all required City of Berkeley and California Office of the State Fire Marshal (OSFM) academic training and certification examinations, including successful completion of the Academy, is a condition of continued employment. Failure to meet these requirements shall result in separation from employment.
2. Achieve certificates of completion issued by FEMA, the OSFM or the National Wildfire Coordinating Group (NWCG) for the following courses or equivalents/replacements as determined by FEMA, OSFM, or NWCG:
a. FSTEP Rope Rescue Awareness/Operations (RRA/O)
b. FSTEP Fire Fighter Survival
c. FSTEP Fire Control 3B
d. FSTEP Fire Control 4 (if applicable to that academy) e. FSTEP Driver Operator 1A
f. FSTEP or NWCG S130
g. FSTEP or NWCG S131
h. FSTEP or NWCG S190
i. FSTEP or CSTI HazMat FRO
j. FSTEP Vehicle Extrication
k. CFSTES Firefighter I
l. FEMA Introduction to the Incident Command System (ICS-100)
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/ m. FEMA National Incident Management Systems, An Introduction (IS-700.A) FIREFIGHTER EMT LATERAL - BY COMPLETION OF PROBATION:
1. Successful completion of the City of Berkeley Firefighter Taskbooks.
2. Successful completion of City of Berkeley Firefighter written and psychomotor examinations.
3. Certificates of completion issued by the California Office of the State Fire Marshal (OSFM) for the following courses or equivalents/replacements as determined by OSFM:
a. CFSTES Firefighter II
OTHER REQUIREMENTS
Must be able to travel to various locations within and outside the City of Berkeley to meet the program needs and to fulfill job responsibilities. The incumbent is required to maintain a valid California Class C or higher driver's license as well as a satisfactory driving record, and must obtain CDL Firefighter Endorsement prior to the completion of the Berkeley Fire Academy.
Must be willing to maintain facial hair in such a way as to ensure proper fitting and operation of self-contained breathing apparatus. Must be willing to work shifts as structured in the Fire Department. Must possess strength and stamina sufficient to lift and carry equipment and patients weighing up to 150 pounds.
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/ RESOLUTION NO. ##,###-N.S.
APPROVING REVISION OF PERSONNEL RULES AND REGULATIONS TO ADD SECTION 9.03 – PROMOTION THROUGH A NON-COMPETITIVE PERSONNEL ACTION
WHEREAS, in order to establish an equitable and uniform system for dealing with personnel practices embracing the merit system, the City of Berkeley adopted a personnel system to be administered in accordance with the provisions of the City Charter and pursuant to personnel rules adopted by resolution of the City Council; and WHEREAS, the Human Resources Department maintains the Personnel Rules and Regulations for the City of Berkeley; and
WHEREAS, the City’s Personnel Rules and Regulations Section 9.03 Promotion Through a Non-Competitive Personnel Action allows the City Manager to consider employees for promotion to a higher classification without the requirement that an eligible list be established or certified for the higher-level classification, if employees meet the established criteria and have demonstrated satisfactory performance in the lower classification; and
WHEREAS, the City recommends adding Firefighter EMT to Firefighter Paramedic to Personnel Rules and Regulations Section 9.03, Promotion Through a Non ‑Competitive
Personnel Action; and,
WHEREAS, the City recommends that employees in the Firefighter EMT classification who obtain paramedic certification, with approval of the Fire Chief, be eligible for advancement to the Firefighter Paramedic classification through the non‑competitive personnel action process, and all applicable provisions of Section 9.03, including verification of certification and confirmation of minimum qualifications, shall apply; and NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that Personnel Rules and Regulations, Section 9.03, Promotion Through a Non‑Competitive Personnel Action, as shown in Exhibit A, be added to the Personnel Rules and Regulations, with authority for staff to make non-substantive changes throughout the Personnel Rules and Regulations as necessary to ensure consistency with the newly adopted rule.
BE IT FURTHER RESOLVED that the addition of Firefighter EMT to Firefighter Paramedic to Personnel Rules and Regulations, Section 9.03, Promotion Through a Non
‑Competitive Personnel Action, as shown in Exhibit A, shall be effective on or after the pay period beginning June 21, 2026.
Exhibits
A: Personnel Rules and Regulations, Section 9.03, Promotion Through a Non‑Competitive Personnel Action
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/
CITY OF BERKELEY PERSONNEL RULES AND REGULATIONS
9.03 PROMOTION THROUGH A NON-COMPETITIVE PERSONNEL ACTION Classifications that require professional licensure, certification or registration; or specific professional experience as a prerequisite at the journey level may be underfilled at the unlicensed or entry level, pending qualification for the required license or experience based on the needs of the City. The City Manager or their designated representative – or for positions in the City Attorney’s Office, the City Attorney - may consider an employee for promotion to a higher class through a non-competitive personnel action if the employee meets all of the following criteria and has documented satisfactory performance in the lower-level classification:
The higher classification licensed or journey level position has been authorized for filling and the department has elected to fill it at the unlicensed or entry-level classification; and
The employee has obtained the essential qualifications of the journey level classification, as outlined in the classification specification (i.e., experience and education qualifications, the demonstrated knowledge, skills and abilities, etc.); and
The employee has obtained the required California State license, professional registration or certification; or has obtained the required professional experience as identified in the job specification.
Certification or Licensed Classifications
Unlicensed Classification
Behavioral Health Clinician I
Assistant Environmental Health Specialist
Assistant Public Works Engineer
Psychiatrist I
Psychiatrist II
Public Health Physician
Traffic Engineering Assistant
Licensed Classification
Behavioral Health Clinician II
Registered Environmental Health Specialist
Assistant Civil Engineer
Psychiatrist II
Psychiatrist III
Public Health Physician (Certified)
Assistant Traffic Engineer
Experienced and Certified Classifications
Entry-Level and/or Uncertified Classification
Building Inspector I (Certified)
Hazardous Materials Specialist I
Housing Inspector I (Certified)
Firefighter EMT
Journey-Level and/or Certified Classification
Building Inspector II (Certified)
Hazardous Materials Specialist II
Housing Inspector II (Certified)
Firefighter Paramedic
Entry to Journey Level Classifications
Trainee or Entry-Level Classification
Librarian I
Public Safety Dispatcher I
Police Officer Recruit
Journey-Level or Experienced Classification
Librarian II
Public Safety Dispatcher II
Police Officer
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/ Deputy City Attorney I
Deputy City Attorney II
Deputy City Attorney III
Deputy City Attorney II
Deputy City Attorney III
Deputy City Attorney IV
If the department head determines that the employee meets the criteria outlined above, the department head submits a written request to the Department of Human Resources recommending promotion of the employee to the licensed or experienced journey-level classification, without requirement that an eligible list for the journey-level classification be established or certified for this appointment, with a copy of the required license.
Upon determination that the criteria have been met, the employee will be advanced to the journey-level classification subject to the requirement to serve the appropriate probationary period, as outlined in the applicable collective bargaining agreement or employee manual.
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/ RESOLUTION NO. ##,###-N.S.
APPROVING REVISION OF THE MEMORANDUM OF AGREEMENT BETWEEN THE CITY OF BERKELEY AND BERKELEY FIRE FIGHTERS ASSOCIATION, I.A.F.F.
LOCAL 1227, SECTION 33, PROBATIONARY PERIOD
WHEREAS, the City of Berkeley is obligated under the provisions of California Government Code Sections 3500-3511, commonly referred to as the Meyers-Milias- Brown Act, to meet and confer in good faith and attempt to reach agreement with representatives of recognized bargaining units on matters within the scope of representation including, but not limited to, wages, hours, and other terms and conditions of employment; and
WHEREAS, representatives of the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227 have met and conferred in good faith and have reached agreement on the revision to Section 33: Probation, of the Memorandum of Agreement that incorporates all changes and modifications agreed to by the parties; and WHEREAS, the side letter agreement as shown in Exhibit A outlines all the changes to Section 33: Probation, as it revises the length of probationary period and the date of performance appraisal report for employees granted a promotion through a non- competitive personnel action from Fire Fighter EMT to Fire Fighter Paramedic; and NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the revisions to Section 33: Probation, of the Memorandum of Agreement, as shown in Exhibit A, be added to the Memorandum of Understanding, with authority for staff to make non-substantive changes throughout the Memorandum of Agreement as necessary to ensure consistency with the agreed upon side letter.
BE IT FURTHER RESOLVED that the revisions to Section 33: Probation, of the Memorandum of Agreement, as shown in Exhibit A, shall be effective on or after the pay period beginning June 21, 2026.
Exhibits
A: Side Letter to the Memorandum of Agreement Between the City of Berkeley and Berkeley Fire Fighters Association, I.A.F.F. Local 1227, Section 33: Probation
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/
SIDE LETTER AGREEMENT
BETWEEN THE CITY OF BERKELEY AND
BERKELEY FIRE FIGHTERS ASSOCIATION I.A.F.F. LOCAL 1227
This side letter agreement is entered into by and between the City of Berkeley (“City”) and the Berkeley Fire Fighters Association I.A.F.F. Local 1227 (“Union”). The City and Union have met and conferred and reached agreement on this Side Letter Agreement, which pertains to job class specification of Firefighter.
The City and Union have met and conferred in good faith regarding modifying the classification structure applicable to employees currently assigned to the Firefighter classification to better reflect differences in certification, scope of duties, and operational needs.
The City and Union agree to the following:
CLASSIFICATION SPLIT
Following Personnel Board approval and effective the first full pay period following City Council approval of the Side Letter and revisions to the Personnel Rules and Regulations Section 9.03, Promotion Through a Non-Competitive Personnel Action, the existing Firefighter job classification (Class Numbers 8113/8013) shall be divided into two separate classifications:
Revised: Firefighter (Class Numbers 8113/8013) becomes Firefighter Paramedic
New: Firefighter EMT (New Class Numbers to be determined) The City shall establish and maintain separate job class specifications for each classification, including minimum qualifications, duties, and compensations as set forth in the applicable salary schedule and classification documents.
PLACEMENT OF INCUMBENT EMPLOYEES
All employees in the Firefighter classification as of the first full pay period following City Council approval of the Side Letter and revisions to the Personnel Rules and Regulations Section 9.03: Promotion Through a Non-Competitive Personnel Action, shall be placed into one of the newly established classifications based on their level of certification and verification status as of that date, as follows:
Firefighter Paramedic: Employees who possess a valid and verified paramedic license/certification as of the first full pay period following City Council approval of the Side Letter and revisions to the Personnel Rules and Regulations Section
9.03, shall be placed in the Firefighter Paramedic Classification. Firefighter EMT: Employees who do not possess a valid and verified paramedic license/certification as of the first full pay period following City Council approval of the Side Letter and revisions to the Personnel Rules and Regulations Section
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/
9.03, but who meet the requirements for Emergency Medical Technician certification, shall be placed in the Firefighter EMT classification.
For purposes of this Section, “verified” means that the required certification of licensure is current, valid, and document in the City’s official records as of the pay period beginning the first full pay period following City Council approval of the Side Letter and revisions to the Personnel Rules and Regulations Section 9.03.
The parties agree that compensation for Firefighter Paramedic and Firefighter EMT classification shall be as set forth in the City’s adopted pay schedule. Nothing in this side letter establishes or modifies specific pay amounts, which shall be addressed through the normal meet-and-confer process. No incumbent employee’s salary shall be reduced, increased, or otherwise changed as a result of placement into their new classification.
NO RETROACTIVE CHANGES
Placement determinations shall be based solely on certification status as of the first full pay period following City Council approval of Personnel Rules and Regulations Section
9.03. Changes in certification status after that date shall not result in retroactive reclassification but may be considered for non-competitive promotion.
NON-COMPETITIVE PROMOTION
Per Personnel Rules and Regulations Section 9.03: Promotion Through a Non- Competitive Personnel Action, an employee may be considered for promotion to a higher class through a non-competitive personnel action if the employee meets outlined criteria and has documented satisfactory performance in the lower-level classification.
The City proposes that employees in the Firefighter EMT classification who subsequently obtain paramedic certification, contingent upon approval of the Fire Chief, shall be eligible for advancement to the Firefighter Paramedic classification through the non-competitive personnel action process as outlined in Personnel Rules and Regulations Section 9.03. Such advancement shall be administered in accordance with the applicable provisions governing non-competitive promotions, including verification of certification and satisfaction of any other minimum qualifications established for the classification. The City proposes the addition of the following MOU section, contingent upon City Council approval and effective the first full pay period following City Council approval of the Side Letter and revisions to the Personnel Rules and Regulations Section 9.03.
PROBATIONARY PERIOD FOR EXISTING FIREFIGHTER EMT PROMOTING TO
FIREFIGHTER PARAMEDIC
The City proposes that existing City employees in the revised classification of Firefighter EMT who are promoted to Firefighter Paramedic will not serve the full 18-month probation period, and propose the following revisions to BFFA MOU Section 33, Probationary Period:
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/
33.1 Original appointments from employment lists for the classification of Fire Fighter/Fire Fighter Paramedic EMT and Fire Fighter Paramedic shall be tentative and subject to a probationary period within a period of eighteen (18) months two (2) years of actual service. In accordance with City of Berkeley Personnel Rules and Regulations, Section 9.03 a promotion through a non-competitive personnel action from Fire Fighter EMT to Fire Fighter Paramedic shall be tentative and subject to a probationary period within a period of twelve (12) months of actual service. Probationary employees who are granted parental leave or military leaves of absence shall complete the balance of their probationary period within a period of six (6) months following their return to City service. Probationary employees who are granted military leaves of absence shall complete the balance upon their return to City service. No provision of this Section 31 (Probationary Period) shall be interpreted to preclude the City from establishing new classifications that may require probationary periods of varying lengths.
33.2 For probationary employees originally appointed to the class of Fire Fighter EMT or /Fire Fighter Paramedic, a City of Berkeley Performance Appraisal Report shall be made at the completion of the Fire Academy, six (6) months after the Fire Academy,at twelve (12) months of actual service, after the Fire Academy, and prior to ten (10) days before the end of the probationary period. For a Fire Fighter EMT appointed as a Fire Fighter Paramedic through the non-competitive process, a City of Berkeley Performance Appraisal Report shall be made at the completion at six (6) months of actual service, and prior to ten (10) days before the end of the probationary period.
GENERAL PROVISIONS
The parties agree that they have met and conferred over the impacts of this classification change. To the extent that additional impacts are identified, the parties agree to meet and confer upon request. This side letter shall become effective upon execution by all parties and shall remain in effect through the term of the MOA, unless modified by mutual written agreement. This Side Letter Agreement shall be incorporated into the MOA by reference. This Side Letter Agreement is intended to address the specific circumstances described herein and shall not establish a binding past practice or precedent for any other classification or bargaining unit, nor does it interpret any employee rights under the language of the Labor Agreements, the Personnel Rules and Regulations, or any applicable policies and procedures of the Fire Department or the City of Berkeley, except as expressly stated herein. This Side Letter Agreement memorializes and constitutes the entire understanding between the parties as to all matters referred to or included herein and supersedes and replaces all prior negotiations, proposed discussion, whether written or oral.
WHEREFORE, the parties by and through their authorized agents and representatives agree to the terms of this Side Letter Agreement subject to adoption or ratification of this Agreement by the City Council of the City of Berkeley.
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/
AGREED TO FOR THE CITY
_________________________
Paul Buddenhagen
City Manager
City of Berkeley
AGREED TO FOR THE UNION
__________________________
Amory Langmo
President
Berkeley Fire Fighters Association I.A.F.F.
Local 1227
APPROVED AS TO FORM
________________________
Farimah Faiz Brown
City Attorney
City of Berkeley
Office of the City Manager
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● Fax: (510) 981-7099 E-Mail: [email protected] Website: https://berkeleyca.gov/
CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Janelle Rodrigues, Director, Human Resources Subject: Contract: Downtown Berkeley YMCA for Fitness Center Memberships for City Employees
RECOMMENDATION
Adopt a Resolution authorizing the City Manager to execute a contract and any amendments with the Downtown Berkeley YMCA in the amount of $174,528 for fitness center memberships for City employees for the period of July 1, 2026, through June 30, 2027.
FISCAL IMPACTS OF RECOMMENDATION
Fiscal Year Members Monthly Rate Annual Rate
FY 2027 303 $ 48 $ 174,528
FY 2026 311 $ 48 $ 179,136
The cost of the FY2027 contract is budgeted at $174,528, which represents the City’s monthly cost of membership ($48) for 303 members for 12 months. The FY 2027 contract represents a decrease of $4,608 from the FY 2026 contract. The decrease is due to the number of memberships decreasing from 311 to 303 members. Although the contract cost of $174,528 for FY 2027 is based on 303 memberships, this amount is a flat fee for the duration of the fiscal year regardless of whether memberships increase or decrease during the fiscal year. The FY 2027 Budget includes funding for this contract in fringe benefit accounts in department budgets that is collected and paid out from the Payroll Deduction Trust Fund (Fund 013). The General Fund will cover approximately $72,146.52 of the contract cost and the remaining $102,381.48 will be covered by other funds.
CURRENT SITUATION AND ITS EFFECTS
The current contract agreement began on July 1, 2025 and ends on June 30, 2026. A new contract is needed for FY 2027, which will continue the memberships for City employees at a low cost.
Effective January 1, 2026, local agencies are required to satisfy noticing requirements for certain contracts for services that meet the criteria outlined in Government Code
CONTRACT: DOWNTOWN BERKELEY YMCA FOR FITNESS CENTER CONSENT CALENDAR June 30, 2026
Section 3204.1 as amended by AB 339. This project does not meet the criteria in Government Code Section 3504.1 and is exempt from the noticing requirement.
BACKGROUND
Since 1989, the City has had an agreement with the YMCA to provide low-cost fitness memberships for City employees and officials.
The City’s labor contracts require the City to pay 75% of the total membership cost and employees pay the remaining 25%. The full membership cost is $64 per month, which means the City’s share is $48 per month and the employee’s share is $16 per month.
This benefit is included in all of the collective bargaining agreements and would terminate at the same time as the longest union contract containing the benefit.
The City would need to hold meet and confer sessions with the unions if it wishes to eliminate this benefit.
The Downtown Berkeley YMCA contract is a Strategic Plan Priority, advancing our goal to attract and retain a talented and diverse City government workforce.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There are no identifiable environmental impacts or opportunities associated with the subject of this report.
RATIONALE FOR RECOMMENDATION
City contracts for personal services over $50,000 require authorization from the City Council before the City Manager can execute the contract.
ALTERNATIVE ACTIONS CONSIDERED
None
CONTACT PERSON
Janelle Rodrigues, Director, Human Resources 510-981-6807 Attachments:
1: Resolution
RESOLUTION NO. ##,###-N.S.
CONTRACT: DOWNTOWN BERKELEY YMCA FOR LOW COST FITNESS CENTER
MEMBERSHIPS FOR CITY EMPLOYEES
WHEREAS, the City has had an agreement with the Downtown Berkeley YMCA to provide low-cost fitness memberships for City employees and legislative assistants; and
WHEREAS, the City’s labor contracts require the City to pay 75 percent of the total membership cost; and
WHEREAS, the current agreement began on July 1, 2025 and ends on June 30, 2026 and a new contract is proposed for FY 2027; and
WHEREAS, the FY 2027 Budget includes funding for this contract in fringe benefit accounts in department budgets that is collected and paid out from the Payroll Deduction Trust Fund (Fund 013).
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the City Manager is authorized to execute a contract and any amendments with the Downtown Berkeley YMCA for low cost fitness center memberships for City of Berkeley employees for the period July 1, 2026 to June 30, 2027 in the amount not to exceed $174,528. A record signature copy of said contract and any amendments to be on file in the Office of the City Clerk.
Office of the City Manager
1 CONSENT CALENDAR
June 30, 2026
To: Honorable Mayor and Members of the City Council
From: Paul Buddenhagen, City Manager
Submitted by: Janelle Rodrigues, Director of Human Resources Subject: Adopt Resolution Approving Historical Publicly Available Pay Schedules
RECOMMENDATION
Adopt a Resolution approving historical publicly available pay schedules, pursuant to the Public Employees’ Retirement Law (PERL), the Public Employees’ Pension Reform Act of 2013 (PEPRA), and Title 2 of the California Code of Regulations (CCR).
FISCAL IMPACTS OF RECOMMENDATION
There are no direct fiscal impacts associated with the adoption of the historical publicly available pay schedules. The action does not modify employee compensation, create new positions, or require additional appropriations. All salary ranges included in the historical schedules were previously approved by the City Council as part of prior labor agreements or classification and compensation actions.
This item is administrative in nature and supports compliance with CalPERS reporting requirements resulting from the recent CalPERS audit.
CURRENT SITUATION AND ITS EFFECTS
Historically, the City of Berkeley has consistently met requirements for publicly available pay schedules. A compliant salary schedule is retained for at least five years, posted on the City’s website, and available for public inspection in the Human Resources Department. The City amends the publicly available pay schedule when the City Council approves the changes to any salary range or classification. The City’s governing body (City Council) has approved every tentative agreement or side letter containing salary increases that arise from negotiations with the City’s various bargaining units.
As an action item from a recent audit by the California Public Employees’ Retirement System (CalPERS), the City was asked to bring historical publicly available pay schedules ranging from January 2019 through May 2024 to the governing body for retroactive approval.
BACKGROUND
CalPERS Circular Letter 200-003-20 issued January 8, 2020 (Exhibit B), the Public Employees’ Retirement Law (PERL), Public Employees’ Pension Reform Act of 2013
Adopt Resolution Approving Historical Publicly Available Pay Schedules CONSENT CALENDAR June 30, 2026
2 (PEPRA), and Title 2 of the California Code of Regulations (CCR) require employees to be paid pursuant to a publicly available pay schedule that meets the requirements of CCR Section 570.5(a) to qualify as both compensation earnable and pensionable compensation that is reportable to the California Public Employees’ Retirement System (CalPERS). Action to adopt a single, unified, pay schedule is required by the CalPERS Circular Letter. Adoption of the unified pay schedule does not affect the salary or compensation paid to any City employee but merely restates pay rates that have already been approved by the City Council at public meetings.
There are eight (8) requirements that must be met by a publicly available pay schedule per the CalPERS Circular Letter:
1) Be duly approved and adopted by the employer's governing body in accordance with requirements of applicable public meetings laws.
2) Identify the position title for every employee position. 3) Show the pay rate as a single amount or as multiple amounts within a range for each identified position.
4) Indicate the time base, including, but not limited to, whether the time base is hourly, daily, biweekly, monthly, bi-monthly, or annually.
5) Be posted at the office of the employer or immediately accessible and available for public review from the employer during normal business hours or posted on the employer's website.
6) Indicate an effective date and date of any revisions. 7) Be retained by the employer and available for public inspection for not less than five years.
8) Not reference another document in lieu of disclosing the pay rate.
As an action item from a recent audit by the California Public Employees’ Retirement System (CalPERS), the City was asked to bring historical publicly available pay schedules to the governing body for retroactive approval. The publicly available pay schedules span the dates from January 2019 through May 2024.
ENVIRONMENTAL SUSTAINABILITY AND CLIMATE IMPACTS
There are no identifiable environmental effects or opportunities associated with the subject of this report.
Adopt Resolution Approving Historical Publicly Available Pay Schedules CONSENT CALENDAR June 30, 2026
3 RATIONALE FOR RECOMMENDATION
CalPERS Circular Letter 200-003-20 issued January 8, 2020 (Exhibit B), the Public Employees’ Retirement Law (PERL), Public Employees’ Pension Reform Act of 2013 (PEPRA), and Title 2 of the California Code of Regulations (CCR) require a single unified pay schedule to be duly approved and adopted by the employer's governing body in accordance with applicable public meetings laws.
ALTERNATIVE ACTIONS CONSIDERED
None. The City risks penalties by not adopting a publicly available pay schedule pursuant to the Public Employees’ Retirement Law.
CONTACT PERSON
Janelle Rodrigues, Director of Human Resources, 510-981-6807 Attachments:
1: Resolution
Exhibit A to Resolution: Historical Publicly Available Pay Schedules January 2019 through May 2024
Exhibit B to Resolution: CalPERS Circular Letter 200-003-20
1 RESOLUTION NO. ##,###-N.S.
APPROVING HISTORICAL PUBLICLY AVAILABLE PAY SCHEDULES FROM JANUARY 2019 THROUGH MAY 2024, PURSUANT TO THE PUBLIC EMPLOYEES’ RETIREMENT LAW (PERL), PUBLIC EMPLOYEES’ PENSION REFORM ACT OF 2013 (PEPRA), AND TITLE 2 OF THE CALIFORNIA CODE OF REGULATIONS (CCR) WHEREAS, the Public Employees’ Retirement Law (PERL), the Public Employees’ Pension Reform Act of 2013 (PEPRA), and Title 2 of the California Code of Regulations (CCR) require employee pay rates to be paid pursuant to a publicly available pay schedule that meets the requirements of CCR Section 570.5(a) to qualify as both compensation earnable and pensionable compensation that is reportable to CalPERS; and
WHEREAS, publicly available pay schedules must identify the position title for every employee position; and
WHEREAS, publicly available pay schedules must show the pay rate as a single amount or multiple amounts within a range for each identified position; and WHEREAS, publicly available pay schedules must indicate the time base, including, but not limited to, whether the time base is hourly, daily, bi-weekly, monthly, bi-monthly, or annually; and
WHEREAS, publicly available pay schedules must be posted at the office of the employer or immediately accessible and available for public review from the employer during normal business hours or posted on the employer's website; and WHEREAS, publicly available pay schedules must indicate an effective date and date of any revisions; and
WHEREAS, publicly available pay schedules must be retained by the employer and available for public inspection for not less than five years; and WHEREAS, publicly available pay schedules must not reference another document in lieu of disclosing the pay rate; and
WHEREAS, the adoption of a unified pay schedule, per CalPERS Circular Letter 200- 003-20 will not change the salary or compensation of any City employee; and WHEREAS, this item is administrative in nature and supports compliance with CalPERS reporting requirements resulting from the recent CalPERS audit; and
2 WHEREAS the historically publicly available pay schedules effective January 2019 through May 2024 have been compiled into one document which will be made publicly available.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the pay schedules effective January 2019 through May 2024, are hereby approved and established for release in unified form.
Publicly Available Pay Schedule - 01.22.2019.xlsx
Job Code Classification Title Rep Unit FLSA Pay Method Grade 2 3 4 5 6 7 8 9 Effective
Date
Resolution
#
21070 ACCOUNTANT I L N H 116 35. 8881 35.8881 37.4269 38.9417 40.5676 42.3598 10/21/2018 68,626-N.S. 21170 ACCOUNTANT II L N H 118 41.9649 41.9649 43.7594 45.7007 47.6161 49.7215 10/21/2018 68,626-N.S. 13500 ACCT MANAGER M E H 059 57.8978 57.8978 60.7848 63.8284 67.0195 70.3673 12/16/2018 68,710-N.S. 42390 ACCT OFF SPEC II MC K1 N H 802 0.0000 0.0000 0.0000 30.0180 31.3307 32.6954 7/29/2018 68,533-N.S. 42391 ACCT OFF SPEC II UNREP Z3 N H 803 0.0000 0.0000 0.0000 30.0730 31.5673 33.0187 7/29/2018 68,534-N.S. 42400 ACCT OFF SPEC III MC K1 N H 672 0.0000 0.0000 0.0000 34.7685 36.3059 37.9039 7/29/2018 68,533-N.S. 42401 ACCT OFF SPEC III UNREP Z3 N H 302 0.0000 0.0000 0.0000 34.3583 36.0075 37.6907 7/29/2018 68,534-N.S. 42430 ACCT OFF SPEC SUP MC K2 N H 673 35.0880 35.0880 36.8243 38.6294 40.5384 42.2488 7/29/2018 68,533-N.S. 42431 ACCT OFF SPEC SUP UNREP Z3 N H 531 34.7534 34.7534 36.6340 38.5837 40.5851 42.5086 7/29/2018 68,534-N.S. 31060 ACCT TECHNICIAN K1 N H 584 34.2156 34.2156 35.8915 37.6620 39.5191 41.1864 7/29/2018 68,533-N.S. 14630 ADM FIS SVS MGR LCL1 M E H 794 51.3399 51.3399 53.9111 56.6067 59.4405 62.4125 65.4742 12/16/2018 68,710-N.S. 14631 ADM FIS SVS MGR UNRP Z2 E H 795 50.9736 50.9736 53.5263 56.2026 59.0162 61.9671 65.0070 7/29/2018 68,534-N.S. 41070 ADMIN ASSISTANT MC K1 N H 674 34.4557 34.4557 36.1919 37.9971 39.9060 41.6166 7/29/2018 68,533-N.S. 41071 ADMIN ASSISTANT UNREP Z3 N H 732 34.1211 34.1211 36.0018 37.9515 39.9529 41.8764 7/29/2018 68,534-N.S. 23180 ADMIN HEARING EXAMINER Z2 E H 148 47.6737 47.6737 49.9408 52.4315 54.9995 57.6274 7/29/2018 68,534-N.S. 46130 ADMIN SECRETARY Z3 N H 327 34.8339 34.8339 36.4057 38.1234 39.9184 41.7390 7/29/2018 68,534-N.S. 28130 ADMIN STAFF ASSISTANT Z2 N H 704 35.8214 35.8214 37.7976 39.8497 41.8945 43.9740 7/29/2018 68,534-N.S. 60050 ANIMAL CONTROL OFFICER D N H 521 0.0000 0.0000 0.0000 32.5209 33.4970 34.4729 7/29/2018 68,533-N.S. 66170 ANIMAL SVCS ASSISTANT D N H 437 0.0000 0.0000 0.0000 28.6857 29.4458 30.3010 7/29/2018 68,533-N.S. 13170 ANIMAL SVCS MANAGER M E H 195 57.5277 57.5277 60.2906 63.2164 66.3215 69.5123 12/16/2018 68,710-N.S. 28230 APP PROG ANALYST I L N H 238 43.5093 43.5093 45.3641 47.4004 49.4882 51.6279 10/21/2018 68,626-N.S. 28220 APP PROG ANALYST II L N H 237 47.4781 47.4781 49.5744 51.8091 54.1471 56.5977 10/21/2018 68,626-N.S. 14490 AQUATICS COORDINATOR K1 N H 092 34.5162 34.5162 35.8551 37.1939 38.6796 40.0703 7/29/2018 68,533-N.S. 64250 AQUATICS FACILITIES SUP K1 N H 743 27.4414 27.4414 28.8201 30.2569 31.7767 33.3631 7/29/2018 68,533-N.S. 65190 AQUATICS SPEC I X1 N H 848 15.1305 15.1305 15.8989 16.7641 17.6541 18.5807 7/29/2018 68,534-N.S. 65540 AQUATICS SPEC II Z2 N H 787 0.0000 0.0000 0.0000 0.0000 24.4421 26.5119 7/29/2018 68,534-N.S. 22280 ARCHITECT L E H 133 53.9747 53.9747 56.5545 59.2894 62.1363 65.0783 10/21/2018 68,626-N.S. 22050 ASSOC CIVIL ENGINEER P1 E H 127 55.8425 55.8425 58.5884 61.3767 64.2854 67.4763 12/16/2018 68,710-N.S. 27030 ASSOC HR ANALYST Z2 E H 216 46.1533 46.1533 48.2489 50.7138 53.0582 55.5746 7/29/2018 68,534-N.S. 28100 ASSOC MGMT ANALYST CSU L N H 227 44.7426 44.7426 46.6958 48.8069 50.9018 53.1290 10/21/2018 68,626-N.S. 28101 ASSOC MGMT ANALYST UNRP Z2 N H 229 44.6160 44.6160 46.5398 48.6435 50.7654 52.9637 7/29/2018 68,534-N.S. 29030 ASSOC PLANNER L N H 255 43.5785 43.5785 45.5023 47.3485 49.4622 51.7314 10/21/2018 68,626-N.S. 22030 ASSOC TRAFFIC ENGR P1 E H 598 55.8425 55.8425 58.5884 61.3767 64.2854 67.4763 12/16/2018 68,710-N.S. 22020 ASSOC UTILITY ENGR P1 E H 644 55.8425 55.8425 58.5884 61.3767 64.2854 67.4763 12/16/2018 68,710-N.S. 25860 ASST AQUATICS COORD K1 N H 200 29.1260 29.1260 30.3528 31.5102 32.6158 33.8684 7/29/2018 68,533-N.S. 22270 ASST ARCHITECT L E H 132 46.2615 46.2615 48.3753 50.6874 53.1553 55.7691 10/21/2018 68,626-N.S. 14590 ASST BLDG & SAFETY MGR P1 E H 807 65.8505 65.8505 69.1389 72.6000 76.2279 80.0405 12/16/2018 68,710-N.S. 12130 ASST CITY ATTORNEY Z1 E H 027 69.9673 93.6112 7/29/2018 68,534-N.S. 14610 ASST CITY CLERK Z2 E H 099 49.3311 49.3311 51.6841 54.2521 56.9144 59.6283 7/29/2018 68,534-N.S. 11180 ASST CITY MANAGER Z1 E H 015 78.7838 108.3153 7/29/2018 68,534-N.S. 22060 ASST CIVIL ENG (REG) P1 E H 128 50.7011 50.7011 53.0710 55.7140 58.4260 61.3171 12/16/2018 68,710-N.S. 24060 ASST ENVIRON HLTH SPEC G1 N H 154 0.0000 0.0000 0.0000 38.0222 40.0582 41.6540 10/21/2018 68,626-N.S. 81740 ASST FIRE CHIEF A E H 502 83.5249 91.8997 10/21/2018 68,628-N.S. 27040 ASST HR ANALYST Z2 N H 217 37.2360 37.2360 39.1010 41.0660 43.1310 45.2961 7/29/2018 68,534-N.S. 54040 ASST MENTAL HLTH CLI G1 N H 534 30.1796 30.1796 31.2493 32.2504 33.3804 35.0632 10/21/2018 68,626-N.S. 28090 ASST MGMT ANALYST CSU L N H 225 35.8652 35.8652 37.4183 38.9364 40.5412 42.3360 10/21/2018 68,626-N.S. 28091 ASST MGMT ANALYST UNREP Z2 N H 226 35.9763 35.9763 37.5222 39.0507 40.6741 42.4261 7/29/2018 68,534-N.S. 14720 ASST MNGR OF MH SVCS M E H 376 55.4254 55.4254 58.2015 61.1145 64.1706 67.3815 12/16/2018 68,710-N.S. 29200 ASST PLANNER L N H 256 36.0892 36.0892 37.6769 39.1955 40.8521 42.6207 10/21/2018 68,626-N.S. 22070 ASST PUBLIC WORKS ENG P1 E H 129 48.5027 48.5027 50.7011 53.0710 55.7140 58.4260 12/16/2018 68,710-N.S. 25850 ASST REC COORDINATOR K1 N H 199 29.1273 29.1273 30.3564 31.5110 32.6157 33.8697 7/29/2018 68,533-N.S. 18010 ASST TO THE CITY MGR Z1 E H 112 60.7025 79.7706 7/29/2018 68,534-N.S. 28880 ASST TO THE MAYOR Z2 E H 249 39.5801 74.4516 7/29/2018 68,534-N.S. 20010 ASST TRAFFIC ENGR P1 E H 113 49.0681 49.0681 51.2915 53.7311 56.4019 59.1398 12/16/2018 68,710-N.S. 13010 AUDIT MANAGER Z1 E H 583 54.9773 71.9736 7/29/2018 68,534-N.S. 21340 AUDITOR I L N H 124 35.8881 35.8881 37.4269 38.9417 40.5676 42.3598 10/21/2018 68,626-N.S. 21160 AUDITOR II L N H 117 44.7426 44.7426 46.8537 48.8568 50.9597 53.1290 10/21/2018 68,626-N.S. 26070 AUTOMATION LIBRARIAN IA N H 211 43.3713 43.3713 45.3900 47.5297 49.8074 52.2492 10/21/2018 68,626-N.S. 81750 BATTALION CHIEF A E H 777 0.0000 0.0000 51.4031 53.9720 56.6708 59.5046 10/21/2018 68,628-N.S. 24780 BEHAVIORAL HLTH CLIN I G1 E H 810 38.3946 38.3946 40.0046 41.6463 43.3197 45.0328 10/21/2018 68,626-N.S. 24790 BEHAVIORAL HLTH CLIN II G1 E H 811 42.2888 42.2888 43.9702 45.7069 47.5311 49.3950 10/21/2018 68,626-N.S. 27070 BENEFITS SPECIALIST Z2 N H 596 41.9280 41.9280 44.0150 46.2305 48.5239 50.5418 7/29/2018 68,534-N.S. 13230 BUDGET MANAGER Z1 E H 597 64.0206 85.6427 7/29/2018 68,534-N.S. 13060 BUILDING & SAFETY MGR M E H 043 70.8366 70.8366 74.9173 79.4328 83.8470 88.7022 12/16/2018 68,710-N.S. 37060 BUILDING INSP I (CERT) L N H 279 42.5945 42.5945 44.4410 46.4599 48.4182 50.5322 10/21/2018 68,626-N.S. 37050 BUILDING INSP II L N H 615 43.8887 43.8887 45.7872 47.8663 49.8851 52.0679 10/21/2018 68,626-N.S. 37070 BUILDING INSP II (CERT) L N H 714 45.6576 45.6576 47.6161 49.7819 51.8870 54.1559 10/21/2018 68,626-N.S. 51060 BUILDING MAINT MECH D N H 343 0.0000 0.0000 0.0000 38.9180 40.1894 41.5162 7/29/2018 68,533-N.S. 61060 BUILDING MAINT MECH TRN D N H 374 0.0000 0.0000 0.0000 31.1602 32.1371 33.2239 7/29/2018 68,533-N.S. 1 01-22-19 Benefited Rates
Publicly Available Pay Schedule - 01.22.2019.xlsx
51170 BUILDING MAINT SUPV D E H 354 0.0000 0.0000 0.0000 43.2297 44.5934 46.1138 7/29/2018 68,533-N.S. 22300 BUILDING PLANS ENGINEER P1 E H 808 51. 6649 51.6649 54.3821 57.2452 60.2612 63.4301 12/16/2018 68,710-N.S. 35160 BUILDING PLANS EXAMINER L N H 270 45.6576 45.6576 47.6161 49.7819 51.8870 54.1559 10/21/2018 68,626-N.S. 28020 BUYER L N H 224 38.3672 38.3672 40.0757 41.6630 43.4058 45.2779 10/21/2018 68,626-N.S. 51050 CAMP MAINTENANCE MECH X1 N H 585 34.0621 40.5958 7/29/2018 68,534-N.S. 14200 CAMP MANAGER M E H 083 34.2878 34.2878 36.0034 37.7971 39.6928 41.6747 12/16/2018 68,710-N.S. 13200 CAPITAL IMPRV PROG MGR Z1 E H 606 69.9673 93.6105 7/29/2018 68,534-N.S. 96080 CENTRAL LIB CIRCUL SUP IA N H 543 33.9671 33.9671 35.4076 36.9351 38.5312 40.5327 10/21/2018 68,626-N.S. 81680 CERT INSTRUCTOR X1 N H 624 31.6771 31.6771 7/29/2018 68,534-N.S. 37040 CHIEF OF PARTY P1 N H 278 44.5399 44.5399 46.6539 48.8911 51.2928 53.6781 12/16/2018 68,710-N.S. 14690 CIRCULATION SRVCS MGR M E H 103 48.4453 48.4453 50.6960 53.1049 55.6504 58.3614 12/16/2018 68,710-N.S. 11070 CITY ATTORNEY Z1 E H 010 83.1248 112.0944 7/29/2018 68,534-N.S. 11020 CITY AUDITOR Z1 E H 006 82.7047 82.7047 7/29/2018 68,534-N.S. 11200 CITY CLERK Z1 E H 016 76.4770 105.1333 7/29/2018 68,534-N.S. 11010 CITY MANAGER Z1 E H 005 142.0783 142.0783 7/29/2018 68,534-N.S. 28370 CIVIC ARTS COORDINATOR P1 E H 070 44.1326 44.1326 46.2334 48.5104 50.8864 53.3349 12/16/2018 68,710-N.S. 24110 CLINICAL PSYCHOLOGIST G1 E H 155 46.7793 46.7793 48.5995 50.5234 52.4994 54.6131 10/21/2018 68,626-N.S. 33100 CODE ENFORCEMENT OFFIC II L N H 725 40.9556 40.9556 42.7242 44.6652 46.5462 48.5908 10/21/2018 68,626-N.S. 33090 CODE ENFORCEMENT OFFICE I L N H 724 33.7341 33.7341 35.3045 36.9434 38.6694 40.4808 10/21/2018 68,626-N.S. 14270 CODE ENFORCEMENT SUPERVIS P1 E H 723 46.8775 46.8775 49.1702 51.5737 54.0632 56.6124 12/16/2018 68,710-N.S. 28330 COM DEVELOPMENT PROJ COOR L E H 244 46.5892 46.5892 48.8238 51.2312 53.7417 56.3300 10/21/2018 68,626-N.S. 55070 COM HEALTH WORKER G1 N H 668 0.0000 0.0000 27.7986 28.4280 29.1357 30.5766 10/21/2018 68,626-N.S. 55370 COM HEALTH WORKER SPEC G1 N H 540 30.1796 30.1796 31.2493 32.2504 33.3804 35.0632 10/21/2018 68,626-N.S. 72320 COM SERVICE OFFC SUP J N H 733 36.8431 36.8431 38.3133 39.8496 41.6271 43.4957 7/29/2018 68,533-N.S. 72330 COM SERVICE OFFICER J N H 554 32.8764 32.8764 34.1853 35.5563 36.8928 38.2965 7/29/2018 68,533-N.S. 28080 COM SERVICE SPEC I L N H 563 35.8881 35.8881 37.4269 38.9417 40.5676 42.3598 10/21/2018 68,626-N.S. 28120 COM SERVICE SPEC II L N H 564 44.7426 44.7426 46.6958 48.8069 50.9018 53.1290 10/21/2018 68,626-N.S. 28140 COM SERVICE SPEC III P1 E H 565 49.2214 49.2214 51.5737 54.1144 56.7662 59.5122 12/16/2018 68,710-N.S. 14160 COMMUNICATIONS MANAGER M E H 793 50.4773 50.4773 53.1281 55.9269 58.8739 61.9688 12/16/2018 68,710-N.S. 32020 COMMUNICATIONS TECHNICIAN C N H 261 0.0000 0.0000 0.0000 44.2005 46.3264 48.4402 12/2/2018 68,671-N.S. 53020 CONCRETE FINISHER D N H 370 0.0000 0.0000 0.0000 38.4727 39.5953 40.7175 7/29/2018 68,533-N.S. 53030 CONSTRUCTION EQUIP OPERAT D N H 371 0.0000 0.0000 0.0000 36.0306 37.1427 38.3480 7/29/2018 68,533-N.S. 63260 CONTAINER MAINTENA WELDER D N H 389 0.0000 0.0000 0.0000 32.0704 33.0605 34.0146 7/29/2018 68,533-N.S. 28050 CONTRACT ADMINISTRATOR P1 E H 739 43.4049 43.4049 45.9629 48.6774 51.5477 54.5088 12/16/2018 68,710-N.S. 10020 COUNCILMEMBER E1 H 002 132.1207 144.4920 12/1/2018 28530 CRIME ANALYST P1 N H 740 44.2768 44.2768 45.4199 47.6881 50.0754 52.5760 12/16/2018 68,710-N.S. 14550 CRIME SCENE SUP P1 E H 720 44.1572 44.1572 46.1164 48.4259 50.8379 53.3875 12/16/2018 68,710-N.S. 13150 CUSTOMER SVC MANAGER M E H 587 54.0119 54.0119 56.6549 59.3240 62.1983 65.1834 12/16/2018 68,710-N.S. 47150 CUSTOMER SVC SPEC II K1 N H 818 0.0000 0.0000 0.0000 30.7345 32.3531 34.0585 7/29/2018 68,533-N.S. 47060 CUSTOMER SVC SPEC III K1 N H 683 0.0000 0.0000 0.0000 34.7685 36.3059 37.9039 7/29/2018 68,533-N.S. 47070 CUSTOMER SVC SPVSR K2 N H 675 35.0880 35.0880 36.8243 38.6294 40.5384 42.2488 7/29/2018 68,533-N.S. 26160 DATABASE ADMINISTRATOR P1 E H 798 49.7192 49.7192 52.3361 55.0910 57.9898 61.0447 12/16/2018 68,710-N.S. 23020 DEP CITY ATTORNEY I Z2 E H 136 48.2405 48.2405 50.7481 53.4275 56.2617 59.2502 7/29/2018 68,534-N.S. 23030 DEP CITY ATTORNEY II Z2 E H 138 57.2323 57.2323 60.9854 64.1973 67.6070 71.1881 7/29/2018 68,534-N.S. 23110 DEP CITY ATTORNEY III Z2 E H 141 72.6994 72.6994 76.5128 78.6685 82.8081 87.1965 7/29/2018 68,534-N.S. 13660 DEP CITY AUD PAY MGMT Z1 E H 067 60.7025 79.7706 7/29/2018 68,534-N.S. 12190 DEP CITY CLERK Z1 E H 028 60.7025 79.7706 7/29/2018 68,534-N.S. 11030 DEP CITY MANAGER Z1 E H 007 83.1248 122.2537 7/29/2018 68,534-N.S. 12110 DEP DIR OF LIB SVCS Z1 E H 026 60.7025 79.7706 7/29/2018 68,534-N.S. 12300 DEP DIR OF PLANNING Z1 E H 038 65.9534 88.2338 7/29/2018 68,534-N.S. 12310 DEP DIR OF RNT STB PRG Z9 E H 783 60.6967 79.7676 7/29/2018 68,534-N.S. 12280 DEP DIR PRKS/REC/WTRFR Z1 E H 688 65.9549 88.2360 7/29/2018 68,534-N.S. 12270 DEP DIRECTOR OF FINANCE Z1 E H 035 60.7025 79.7706 7/29/2018 68,534-N.S. 12320 DEP DIRECTOR OF HHCS Z1 E H 801 65.9549 88.2360 7/29/2018 68,534-N.S. 12260 DEP DIRECTOR OF HR Z1 E H 033 60.7025 79.7706 7/29/2018 68,534-N.S. 12090 DEP DIRECTOR PUB WRK REG Z1 E H 025 65.9549 88.2360 7/29/2018 68,534-N.S. 12050 DEP DIRECTOR PUBLIC WORKS Z1 E H 023 65.9549 88.2360 7/29/2018 68,534-N.S. 12040 DEPUTY FIRE CHIEF Z1 E H 022 88.0078 106.7822 7/29/2018 68,534-N.S. 81820 DEPUTY FIRE MARSHAL B E H 507 0.0000 0.0000 62.9932 65.0700 67.2218 69.4363 8/12/2018 68,581-N.S. 28970 DIGITAL COMNCATNS COORD Z2 E H 773 47.5053 47.5053 50.0055 52.6374 55.4066 58.3240 7/29/2018 68,534-N.S. 11130 DIR OF HLTH/HSG/COM SVC Z1 E H 800 79.7011 109.5963 7/29/2018 68,534-N.S. 11080 DIR OF HUMAN RESOURCES Z1 E H 011 76.4770 105.1333 7/29/2018 68,534-N.S. 11150 DIR OF LIBRARY SVCS Z1 E H 014 76.4770 105.1333 7/29/2018 68,534-N.S. 11120 DIR OF PRKS/REC/WTRFR Z1 E H 586 79.7011 109.5963 7/29/2018 68,534-N.S. 11040 DIRECTOR OF FINANCE Z1 E H 008 76.4770 105.1333 7/29/2018 68,534-N.S. 11270 DIRECTOR OF INFO TECH Z1 E H 648 76.4770 105.1333 7/29/2018 68,534-N.S. 11240 DIRECTOR OF PLANNING Z1 E H 019 76.4770 105.1333 7/29/2018 68,534-N.S. 11110 DIRECTOR OF PUBLIC WRKS Z1 E H 013 79.7011 109.5963 7/29/2018 68,534-N.S. 28320 DISABILITY SVCS SPEC L N H 243 44.7426 44.7426 46.6958 48.8069 50.9018 53.1290 10/21/2018 68,626-N.S. 42920 DRAFTING AIDE Z2 N H 311 0.0000 0.0000 0.0000 24.0129 25.4643 27.4998 7/29/2018 68,534-N.S. 37020 DRAFTING TECHNICIAN P2 N H 275 34.6021 34.6021 36.2274 37.8614 39.6407 41.5824 12/16/2018 68,710-N.S. 01-22-19 Benefited Rates
Publicly Available Pay Schedule - 01.22.2019.xlsx
13740 ECONOMIC DEV MGR Z1 E H 629 67.9241 90.8652 7/29/2018 68,534-N.S. 29230 ECONOMIC DEV PROJ COORD M E H 258 54. 0119 54.0119 56.6549 59.3240 62.2069 65.1834 12/16/2018 68,710-N.S. 27180 EEO & DIVERSITY OFFCR Z2 E H 222 49.0560 49.0560 51.4094 53.9259 56.5709 59.2935 7/29/2018 68,534-N.S. 52180 ELECTRICAL PARTS TECHNICI C N H 368 0.0000 0.0000 32.3190 34.4065 36.2108 37.1260 12/2/2018 68,671-N.S. 51030 ELECTRICIAN C N H 342 0.0000 0.0000 0.0000 44.2005 46.3264 48.4402 12/2/2018 68,671-N.S. 24160 EMERG MED SRVCS ADVISOR P1 E H 741 47.9783 47.9783 49.7382 52.2223 54.8379 57.5771 12/16/2018 68,710-N.S. 28840 EMERG SRVCS COORD L N H 779 44.7441 44.7441 46.7045 48.8020 50.8993 53.1334 10/21/2018 68,626-N.S. 14020 EMPLOYEE RELATIONS MGR Z1 E H 221 59.2672 77.0139 7/29/2018 68,534-N.S. 28280 EMPLOYMENT PROGMS ADMIN P1 E H 640 48.6444 48.6444 50.9557 53.4726 56.0964 58.7945 12/16/2018 68,710-N.S. 14260 ENERGY PROGRAM MANAGER M E H 086 53.8579 53.8579 56.5512 59.3789 62.3480 65.4665 12/16/2018 68,710-N.S. 37030 ENGINEERING INSPECTOR P2 N H 276 41.6529 41.6529 43.5694 45.7489 47.8710 50.1331 12/16/2018 68,710-N.S. 28830 ENVIRON COMPLIANCE SPEC L E H 744 48.4591 48.4591 50.1724 52.0600 54.1378 56.1521 10/21/2018 68,626-N.S. 24570 ENVIRON HEALTH SUP P1 E H 179 48.8416 48.8416 50.7082 52.6481 54.6610 56.7536 12/16/2018 68,710-N.S. 24220 EPIDEMIOLOGIST G1 E H 114 38.5376 38.5376 40.4630 42.4846 44.6087 46.8410 10/21/2018 68,626-N.S. 52020 EQUIPMENT PARTS TECH D N H 358 0.0000 0.0000 30.8366 32.6073 34.1620 34.9481 7/29/2018 68,533-N.S. 13480 EQUIPMENT SUPRINTENDNT M E H 058 55.7482 55.7482 58.4514 61.2572 64.2854 67.3564 1/22/2019 68,731-N.S. 11210 EXEC DIRECTOR RENT BOARD Z5 E H 017 105.1332 105.1332 7/29/2018 68,534-N.S. 13440 FACILITS MAINT SUPRTDNT M E H 057 55.7482 55.7482 58.4514 61.2572 64.2854 67.3564 12/16/2018 68,710-N.S. 41050 FIELD REPRESENTATIVE L N H 533 0.0000 0.0000 0.0000 33.4666 34.8212 36.3913 10/21/2018 68,626-N.S. 81550 FIRE APPARATUS OPERATOR B N H 490 0.0000 0.0000 36.8891 38.1119 39.3688 40.6655 8/12/2018 68,581-N.S. 81670 FIRE CAPTAIN I B N H 499 0.0000 0.0000 44.2148 45.6763 47.1834 48.7421 8/12/2018 68,581-N.S. 81710 FIRE CAPTAIN II B N H 809 0.0000 0.0000 40.9040 42.2528 43.6509 45.0894 8/12/2018 68,581-N.S. 11050 FIRE CHIEF Z1 E H 009 80.8867 111.1630 7/29/2018 68,534-N.S. 35090 FIRE LIF SFTY PLNS EXMR L N H 628 50.3165 50.3165 52.4907 54.8717 57.1927 59.7292 10/21/2018 68,626-N.S. 81760 FIRE MARSHAL A E H 815 83.5249 91.9063 10/21/2018 68,628-N.S. 75070 FIRE PREV INSP NONSWN L N H 267 40.9556 40.9556 42.7242 44.6652 46.5462 48.5908 10/21/2018 68,626-N.S. 81610 FIRE PREV INSP SWN B N H 693 0.0000 0.0000 54.2405 56.0399 57.8873 59.7982 8/12/2018 68,581-N.S. 81510 FIREFIGHTER B N H 486 30.0357 30.0357 30.7239 31.4290 32.1570 33.2093 34.3069 35.4389 36.6102 37.8350 8/12/2018 68,581-N.S. 51130 FORESTRY CLIMBER D N H 351 0.0000 0.0000 0.0000 37.0280 38.1828 39.3885 7/29/2018 68,533-N.S. 51120 FORESTRY CLIMBER SUP D N H 350 0.0000 0.0000 0.0000 43.0762 44.3461 45.6302 7/29/2018 68,533-N.S. 67020 FORESTRY CLIMBER TRNEE D N H 440 0.0000 0.0000 0.0000 28.5732 29.7739 30.9833 7/29/2018 68,533-N.S. 51160 FORESTRY TECHNICIAN D N H 607 0.0000 0.0000 0.0000 43.0762 44.3461 45.6302 7/29/2018 68,533-N.S. 13210 GENERAL SRVCS MANAGER M E H 716 55.1750 55.1750 57.9297 60.8722 63.9433 67.2025 12/16/2018 68,710-N.S. 67050 GROUNDSKEEPER D N H 444 0.0000 0.0000 0.0000 28.6856 29.4408 30.3008 7/29/2018 68,533-N.S. 65210 HARBORMASTER P1 E H 078 0.0000 0.0000 0.0000 43.7328 45.4067 47.2804 12/16/2018 68,710-N.S. 13770 HAZARDOUS MAT MGR M E H 689 58.8930 58.8930 61.7800 64.6918 67.8422 71.0663 12/16/2018 68,710-N.S. 24590 HAZARDOUS MAT SPEC I G1 N H 181 42.6722 42.6722 44.1649 45.8304 47.6507 49.4536 10/21/2018 68,626-N.S. 24560 HAZARDOUS MAT SPEC II G1 N H 178 48.4616 48.4616 50.1697 52.0591 54.1384 56.1574 10/21/2018 68,626-N.S. 24190 HEALTH EDUCATOR G1 E H 159 42.2135 42.2135 43.8483 45.5510 47.3294 49.2064 10/21/2018 68,626-N.S. 16090 HEALTH NUTR PROG COORD P1 N H 110 43.6695 43.6695 45.3890 47.1599 48.9733 50.9406 12/16/2018 68,710-N.S. 12230 HEALTH OFFICER Z1 E H 031 91.9469 104.4494 7/29/2018 68,534-N.S. 12240 HEALTH OFFICER (CERT) Z1 E H 552 96.7912 109.9546 7/29/2018 68,534-N.S. 24470 HEALTH PLNG ED PROM SUP P1 E H 167 45.1439 45.1439 46.8972 48.8739 50.8885 52.9998 12/16/2018 68,710-N.S. 24730 HEALTH SRVCS PROG SPEC P1 E H 185 41.6081 41.6081 43.2250 44.9014 46.6551 48.5027 12/16/2018 68,710-N.S. 16100 HEALTH SRVCS SUPV P1 E H 111 54.3455 54.3455 56.4499 58.7852 61.2657 63.7551 12/16/2018 68,710-N.S. 23120 HEARING EXAMINER P1 E H 142 52.6602 52.6602 56.0731 59.0331 61.6594 65.4316 12/16/2018 68,710-N.S. 14110 HOME ENERGY ADMIN M E H 079 45.7541 45.7541 47.7633 49.9063 52.0495 54.3336 12/16/2018 68,710-N.S. 28980 HOMELESS SERVICES COORD P1 E H 756 48.8488 48.8488 51.1899 53.7038 56.3429 59.0652 12/16/2018 68,710-N.S. 33080 HOUSING INSPCTOR L N H 264 40.9556 40.9556 42.7242 44.6652 46.5462 48.5908 10/21/2018 68,626-N.S. 33060 HOUSING INSPCTOR (CERT) L N H 618 42.5945 42.5945 44.4410 46.4599 48.4182 50.5322 10/21/2018 68,626-N.S. 14580 HOUSING INSPCTOR SUP P1 E H 097 46.8775 46.8775 49.1702 51.5737 54.0632 56.6124 12/16/2018 68,710-N.S. 13800 HUMAN RESOURCES MANAGER Z1 E H 735 59.2262 76.9651 7/29/2018 68,534-N.S. 47010 HUMAN RESOURCES TECH Z3 N H 549 34.7966 34.7966 36.7195 38.7140 40.7516 42.7176 7/29/2018 68,534-N.S. 12330 INFO SECURITY MANAGER Z1 E H 764 67.8488 67.8488 71.4196 75.1790 79.1326 83.3000 7/29/2018 68,534-N.S. 12210 INFO SYS MANAGER Z1 E H 029 63.4902 63.4902 66.6059 69.7901 73.2281 76.7347 7/29/2018 68,534-N.S. 28300 INFO SYS SPECIALIST L N H 241 40.7026 40.7026 42.4631 44.3586 46.2860 48.3083 10/21/2018 68,626-N.S. 36050 INFO SYS SUP TECH CSU L N H 553 33.7859 33.7859 35.0543 36.3568 37.7201 39.1265 10/21/2018 68,626-N.S. 36051 INFO SYS SUP TECH UNREP Z3 N H 671 33.6834 33.6834 34.9200 36.2250 37.5737 38.9821 7/29/2018 68,534-N.S. 66020 JANITOR D N H 434 0.0000 0.0000 0.0000 26.5782 27.2432 28.0121 7/29/2018 68,533-N.S. 66010 JANITOR SUPERVISOR D N H 433 0.0000 0.0000 0.0000 30.9833 32.0716 33.0131 7/29/2018 68,533-N.S. 22080 JR PUBLIC WORK ENGINEER P1 E H 130 40.8466 40.8466 42.7286 44.7732 46.9204 49.2043 12/16/2018 68,710-N.S. 63110 LABORER D N H 380 0.0000 0.0000 0.0000 30.0257 30.8795 31.8694 7/29/2018 68,533-N.S. 13540 LAND USE PLANNING MNGR M E H 715 69.3924 69.3924 72.8483 76.5010 80.3161 82.8825 12/16/2018 68,710-N.S. 22290 LANDSCAPE ARCHITECT L E H 134 52.0569 52.0569 54.4340 57.0356 59.8286 62.7707 10/21/2018 68,626-N.S. 54010 LANDSCAPE EQUIP OPER D N H 372 0.0000 0.0000 0.0000 36.3249 37.4300 38.5277 7/29/2018 68,533-N.S. 67030 LANDSCAPE GARDENER D N H 441 0.0000 0.0000 0.0000 33.2291 34.1536 35.2850 7/29/2018 68,533-N.S. 67080 LANDSCAPE GARDENER SUP D N H 448 0.0000 0.0000 0.0000 42.2035 43.4562 44.6912 7/29/2018 68,533-N.S. 67040 LANDSCAPE GARDENER TRAIN D N H 443 0.0000 0.0000 0.0000 28.0121 28.7979 29.6014 7/29/2018 68,533-N.S. 23100 LAW CLERK X1 N H 139 0.0000 0.0000 0.0000 28.6411 31.0654 33.4334 7/29/2018 68,534-N.S. 51100 LEAD COMMUNICATION TECH C N H 348 0.0000 0.0000 0.0000 47.2545 49.3934 51.7651 12/2/2018 68,671-N.S. 51080 LEAD ELECTRICIAN C N H 346 0.0000 0.0000 0.0000 47.2545 49.3934 51.7651 12/2/2018 68,671-N.S. 01-22-19 Benefited Rates
Publicly Available Pay Schedule - 01.22.2019.xlsx
43010 LEGAL OFFICE SUPERVISOR Z3 N H 643 39.2141 39.2141 41.0174 43.0614 44.9424 47.0293 7/29/2018 68,534-N.S. 46330 LEGAL SECRETARY Z3 N H 334 0. 0000 0.0000 0.0000 34.1725 35.9763 36.8951 7/29/2018 68,534-N.S. 28920 LEGISLATIVE ASSISTANT Z6 N H 684 16.2505 38.9679 7/29/2018 68,534-N.S. 26100 LIB SPECIAL SVCS COOR IA E H 213 41.5509 41.5509 43.5351 45.6404 47.7714 50.0577 10/21/2018 68,626-N.S. 26050 LIBRARIAN I IB N H 651 35.0715 35.0715 36.7366 38.5913 40.3084 42.0512 10/21/2018 68,626-N.S. 26040 LIBRARIAN II IB N H 205 38.5913 38.5913 40.3084 42.0512 44.0096 45.8991 10/21/2018 68,626-N.S. 42450 LIBRARY AIDE IB N H 307 21.0687 21.0687 22.0696 23.0185 24.0023 24.6580 10/21/2018 68,626-N.S. 42130 LIBRARY ASSISTANT IB N H 296 25.5812 25.5812 26.6940 27.8587 29.0405 30.4040 10/21/2018 68,626-N.S. 14640 LIBRARY INFO SYS ADMIN M E H 767 50.7021 50.7021 55.7985 58.6103 61.5646 64.7279 12/16/2018 68,710-N.S. 26150 LIBRARY LIT PRG COORD IA N H 214 36.9607 36.9607 38.6088 40.2911 42.1289 43.9665 10/21/2018 68,626-N.S. 26330 LIBRARY LITERACY INSTRUCT X1 N H 712 32.8516 32.8516 34.4915 36.2188 38.0227 39.9248 7/29/2018 68,534-N.S. 42500 LIBRARY SPECIALIST I IB N H 309 28.8769 28.8769 30.1104 31.4132 32.7422 34.4592 10/21/2018 68,626-N.S. 46100 LIBRARY SPECIALIST II IB N H 546 30.4040 30.4040 32.0345 33.3979 34.7781 36.5212 10/21/2018 68,626-N.S. 14680 LIBRARY SVCS MANAGER M E H 102 51.0692 51.0692 53.5070 56.1160 58.6653 61.5398 12/16/2018 68,710-N.S. 44010 MAIL SERVICES AIDE K1 N H 316 0.0000 0.0000 0.0000 27.1571 28.1156 29.1695 7/29/2018 68,533-N.S. 13640 MANAGER FAM HLTH&NRS SV M E H 790 61.9970 61.9970 65.0990 68.3488 71.7680 75.3566 12/16/2018 68,710-N.S. 71310 MARINA ASSISTANT MC D N H 476 0.0000 0.0000 0.0000 31.0674 31.9412 32.9356 7/29/2018 68,533-N.S. 10010 MAYOR E1 H 001 228.9189 228.9189 12/1/2017
64200 MEALSITE COORDINATOR G1 N H 396 0.0000 0.0000 0.0000 26.7973 27.4274 28.0827 10/21/2018 68,626-N.S. 52070 MECHANIC D N H 362 0.0000 0.0000 0.0000 40.8161 42.0503 43.2698 7/29/2018 68,533-N.S. 52090 MECHANIC LEAD D N H 619 0.0000 0.0000 0.0000 43.6644 44.9846 46.3119 7/29/2018 68,533-N.S. 52080 MECHANIC SUPERVISOR D N H 363 0.0000 0.0000 0.0000 46.7139 48.0909 49.5618 7/29/2018 68,533-N.S. 63090 MECHANICAL SWEEPR OPER D N H 379 0.0000 0.0000 0.0000 35.6291 36.6980 37.7023 7/29/2018 68,533-N.S. 14220 MENTAL HEALTH CLNIC SUP P1 E H 797 46.7229 46.7229 49.1836 51.7755 54.4985 57.3670 12/16/2018 68,710-N.S. 14210 MENTAL HEALTH PRGM SUP P1 E H 084 51.1942 51.1942 53.5385 56.0717 58.5968 61.2538 12/16/2018 68,710-N.S. 13670 MGR OF PUBLIC HLTH SVCS M E H 753 60.8167 60.8167 64.0216 67.3934 70.9439 74.6790 12/16/2018 68,710-N.S. 24700 MID-LEVEL PRACTITIONER G3 E H 184 0.0000 0.0000 53.6382 55.4155 57.4342 59.4707 10/21/2018 68,626-N.S. 63200 MINI BUS DRIVER G1 N H 387 0.0000 0.0000 0.0000 27.0910 28.1432 29.2995 10/21/2018 68,626-N.S. 13680 MNGR ENVIRON HEALTH M E H 068 57.8012 57.8012 60.6070 63.4815 66.5694 69.7433 12/16/2018 68,710-N.S. 13520 MNGR HOUSING & COMM SVC M E H 647 60.3942 60.3942 63.4301 66.5988 69.8873 73.4481 12/16/2018 68,710-N.S. 13390 MNGR MENTAL HEALTH SVC M E H 055 65.0468 65.0468 68.1436 71.4539 74.9611 78.6052 12/16/2018 68,710-N.S. 13290 MNGR OF AGING SERVICES M E H 745 57.7964 57.7964 60.2442 63.2582 66.4215 69.7414 12/16/2018 68,710-N.S. 13730 MNGR OF ECONOMIC DEVEL M E H 071 62.2668 62.2668 65.3976 68.6651 72.0527 75.7225 12/16/2018 68,710-N.S. 13100 MNGR OF ENGINEERING M E H 045 70.8296 70.8296 74.9184 79.2470 83.8404 88.6996 12/16/2018 68,710-N.S. 24040 NUTRITIONIST G1 E H 152 37.5564 37.5564 39.0402 40.5154 42.0512 43.7768 10/21/2018 68,626-N.S. 24140 OCC HEALTH&SAFETY OFF Z2 E H 157 47.6479 47.6479 49.8978 52.3797 54.9393 57.5757 7/29/2018 68,534-N.S. 24150 OCC HEALTH&SAFETY SPEC Z2 N H 247 41.9290 41.9290 44.0151 46.2317 48.5305 50.5481 7/29/2018 68,534-N.S. 47040 OFFICE SPEC I M&C K1 N H 339 0.0000 0.0000 0.0000 25.5332 26.6732 27.8478 7/29/2018 68,533-N.S. 47041 OFFICE SPEC I UNREP Z3 N H 341 0.0000 0.0000 0.0000 25.1119 26.4262 27.6629 7/29/2018 68,534-N.S. 47030 OFFICE SPEC II M&C K1 N H 303 0.0000 0.0000 0.0000 29.3855 30.6984 32.0632 7/29/2018 68,533-N.S. 47031 OFFICE SPEC II UNREP Z3 N H 680 0.0000 0.0000 0.0000 29.4407 30.9351 32.3865 7/29/2018 68,534-N.S. 47050 OFFICE SPEC III M&C K1 N H 291 0.0000 0.0000 0.0000 34.1362 35.6735 37.2716 7/29/2018 68,533-N.S. 47051 OFFICE SPEC III UNREP Z3 N H 292 0.0000 0.0000 0.0000 33.7261 35.3752 37.0583 7/29/2018 68,534-N.S. 47080 OFFICE SPEC SUP M&C K2 N H 676 34.4557 34.4557 36.1919 37.9971 39.9060 41.6166 7/29/2018 68,533-N.S. 47081 OFFICE SPEC SUP UNREP Z3 N H 682 34.1211 34.1211 36.0018 37.9515 39.9529 41.8764 7/29/2018 68,534-N.S. 49030 PARALEGAL Z2 N H 792 35.5744 35.5744 37.2282 39.0673 40.8106 42.6290 7/29/2018 68,534-N.S. 81110 PARAMEDIC SUPERVISOR I B E H 462 0.0000 0.0000 43.8390 45.2838 46.7854 48.3211 8/12/2018 68,581-N.S. 14280 PARKING ENFORCEMENT MGR M E H 799 44.3970 44.3970 46.4166 48.8612 51.4321 54.1427 12/16/2018 68,710-N.S. 71240 PARKING ENFORCEMENT OFF D N H 471 0.0000 0.0000 0.0000 31.6624 32.5664 33.5008 7/29/2018 68,533-N.S. 71030 PARKING ENFORCEMENT SUP D N H 457 0.0000 0.0000 34.5704 36.2953 38.1183 40.0170 7/29/2018 68,533-N.S. 65020 PARKING METER M&C SUP D N H 734 36.6411 36.6411 38.4723 40.3985 41.6509 42.9810 7/29/2018 68,533-N.S. 52050 PARKING METER MECH TRNE D N H 360 0.0000 0.0000 0.0000 28.9969 29.8001 30.7588 7/29/2018 68,533-N.S. 52110 PARKING METER MECHANIC D N H 365 0.0000 0.0000 0.0000 32.6762 33.7041 34.7928 7/29/2018 68,533-N.S. 65050 PARKING METER MNT WORK D N H 402 0.0000 0.0000 0.0000 28.9969 29.8001 30.7588 7/29/2018 68,533-N.S. 13270 PARKING SRVCS MANAGER M E H 040 50.9836 50.9836 53.4815 56.0477 58.6994 61.5398 12/16/2018 68,710-N.S. 13320 PARKS SUPERINTENDENT M E H 053 55.7482 55.7482 58.4514 61.2572 64.2854 67.3564 12/16/2018 68,710-N.S. 13710 PERMIT CNTR COORDINATOR P1 E H 590 55.3784 55.3784 58.1088 60.8922 63.8486 66.8711 12/16/2018 68,710-N.S. 35150 PERMIT SPECIALIST L N H 269 32.0085 32.0085 33.5359 35.0369 36.6763 38.3930 10/21/2018 68,626-N.S. 13590 PH PRGM PHY DEP HLTH OF P1 E H 556 83.2314 83.2314 87.4184 91.7365 96.3099 101.1052 12/16/2018 68,710-N.S. 35200 PLANNING TECHNICIAN L N H 822 32.2094 32.2094 33.9058 35.6883 37.5635 39.5381 10/21/2018 68,626-N.S. 81480 POLICE CAPTAIN E E H 483 82.0228 82.0228 84.7618 87.5630 90.5054 93.5178 8/12/2018 68,583-N.S. 11100 POLICE CHIEF Z1 E H 012 84.2314 115.7544 7/29/2018 68,534-N.S. 81470 POLICE LIEUTENANT F N H 482 71.5918 71.5918 73.9553 76.4123 78.9317 81.5769 8/12/2018 68,583-N.S. 81400 POLICE OFFICER F N H 479 47.3498 47.3498 49.5484 51.8570 53.5395 55.2689 57.0844 58.9310 8/12/2018 68,583-N.S. 71140 POLICE OFFICER RECRUIT Z2 N H 465 39.5208 39.5208 7/29/2018 68,534-N.S. 28780 POLICE RVW COMM INVEST Z2 N H 246 45.8873 45.8873 48.0342 50.4046 52.7488 55.2999 7/29/2018 68,534-N.S. 14730 POLICE RVW COMM OFFICER Z1 E H 106 59.2672 77.0139 7/29/2018 68,534-N.S. 81420 POLICE SERGEANT F N H 480 59.6977 59.6977 61.6541 63.6810 65.7858 67.9612 8/12/2018 68,583-N.S. 14560 PRINCIPAL PLANNER P1 E H 638 0.0000 0.0000 59.1232 61.8295 64.5355 67.4391 12/16/2018 68,710-N.S. 24760 PSYCHIATRIST G1 E H 189 83.6500 83.6500 87.8305 92.2199 96.8303 101.6737 106.7559 112.0948 117.7025 123.5850 10/21/2018 68,626-N.S. 24020 PUBLIC HEALTH NURSE G3 E H 150 49.3076 49.3076 51.0742 53.1306 55.3491 57.5183 10/21/2018 68,626-N.S. 01-22-19 Benefited Rates
Publicly Available Pay Schedule - 01.22.2019.xlsx
13550 PUBLIC HEALTH PROG PHYSI X1 H 774 65.2769 65.2769 68.5457 71.9894 75.5532 79.3249 7/29/2018 68,534-N.S. 13220 PUBLIC SFTY BUS MANAGER M E H 722 56. 4069 56.4069 59.1016 62.0272 65.0812 68.1948 12/16/2018 68,710-N.S. 72240 PUBLIC SFTY DISPATCH I J N H 611 0.0000 0.0000 0.0000 30.3356 31.8213 33.1517 7/29/2018 68,533-N.S. 72230 PUBLIC SFTY DISPATCH II J N H 527 0.0000 0.0000 0.0000 42.0837 43.8364 45.6717 7/29/2018 68,533-N.S. 13120 PUBLIC WORK MNT SUPRDNT M E H 046 55.7482 55.7482 58.4514 61.2572 64.2854 67.3564 1/22/2019 68,731-N.S. 13650 PUBLIC WORKS OPS MANAGER M E H 041 59.5863 59.5863 62.7252 66.0263 69.5014 73.1565 12/16/2018 68,710-N.S. 51280 PUBLIC WORKS SUPERVISOR D N H 356 0.0000 0.0000 0.0000 42.5598 43.9801 45.5154 7/29/2018 68,533-N.S. 14750 REAL PROPERTY ADMIN M E H 706 55.7482 55.7482 58.4514 61.2572 64.2854 67.3564 12/16/2018 68,710-N.S. 44020 RECORDS ASSISTANT K1 N H 707 0.0000 0.0000 30.8366 32.6073 34.1620 34.9481 7/29/2018 68,533-N.S. 13510 RECORDS MANAGER M E H 710 47.5788 47.5788 49.8373 52.3180 54.8928 57.5104 12/16/2018 68,710-N.S. 65740 RECREATION ACTIV LDR R1 R1 N H 427 19.3339 19.3339 21.4202 23.8500 26.2788 29.2682 10/21/2018 68,626-N.S. 14480 RECREATION COORDINATOR K1 N H 091 34.5162 34.5162 35.8551 37.1939 38.6796 40.0703 7/29/2018 68,533-N.S. 13340 RECREATION PRGM SUPV P1 E H 759 39.9514 39.9514 41.9507 44.0472 46.2554 48.5682 12/16/2018 68,710-N.S. 13330 RECREATION YTH SVCS MGR M E H 737 57.5277 57.5277 60.0427 63.0451 66.1931 69.5123 12/16/2018 68,710-N.S. 28900 RECYCLING PROGRAM MGR M E H 250 50.7182 50.7182 53.1907 55.6885 58.4260 61.2315 12/16/2018 68,710-N.S. 24050 REG EVIRON HEALTH SPEC G1 N H 153 43.4705 43.4705 44.9854 46.7062 48.5464 50.3786 10/21/2018 68,626-N.S. 24030 REG NURSE G3 E H 151 0.0000 0.0000 47.7609 49.4104 51.0983 52.9372 10/21/2018 68,626-N.S. 65780 REG VETERINARY TECH D N H 821 0.0000 0.0000 0.0000 29.0095 30.5409 32.1495 7/29/2018 68,533-N.S. 10040 RENT BOARD COMMISSIONER E2 H 004 50.0000 50.0000 9/25/1985 14740 RESILIENT BLDGS PROGRAM MGR M E H 107 58.5278 58.5278 61.5904 64.8508 68.2640 71.8567 68,710-N.S. 13530 REVENUE COLLECTION MGR M E H 709 54.0119 54.0119 56.6549 59.3240 62.1983 65.1834 12/16/2018 68,710-N.S. 21360 REVENUE DEVELOP SPEC I L N H 814 35.8868 35.8868 37.4309 38.9417 40.5784 42.3609 10/21/2018 68,626-N.S. 21150 REVENUE DEVELOP SPEC II L N H 780 44.7441 44.7441 46.7045 48.8020 50.8993 53.1334 10/21/2018 68,626-N.S. 21350 REVENUE DEVELOP SUP M E H 806 47.7122 47.7122 49.9774 52.4422 54.9998 57.6704 12/16/2018 68,710-N.S. 51140 ROSARIAN D N H 352 0.0000 0.0000 0.0000 34.6197 35.6996 36.7966 7/29/2018 68,533-N.S. 10030 SCHOOL BOARD DIRECTOR E3 H 003 69.2308 69.2308 12/11/2002 71210 SCHOOL CROSSING GUARD X1 N H 468 24.1730 24.1730 7/29/2018 68,534-N.S. 46010 SECRETARY TO CITY MGR Z3 N H 323 39.0336 39.0336 40.8716 42.9156 44.8910 46.9863 7/29/2018 68,534-N.S. 21190 SENIOR ACCOUNTANT LCL1 P1 E H 120 47.7756 47.7756 50.0767 52.5320 55.1152 57.7501 12/16/2018 68,710-N.S. 90110 SENIOR ANIMAL CONT OFCR D N H 686 0.0000 0.0000 0.0000 35.7773 36.8485 37.9108 7/29/2018 68,533-N.S. 65590 SENIOR AQUATICS SPEC Z2 N H 789 0.0000 0.0000 0.0000 0.0000 28.3500 30.2152 7/29/2018 68,534-N.S. 21200 SENIOR AUDITOR P1 E H 687 47.7072 47.7072 49.9742 52.4378 55.0040 57.6644 12/16/2018 68,710-N.S. 24800 SENIOR BEHVRL HLTH CLIN G1 E H 812 46.1591 46.1591 48.0232 49.8074 51.7822 53.8840 10/21/2018 68,626-N.S. 32030 SENIOR BLDG INSPECTOR L N H 626 50.3165 50.3165 52.4907 54.8717 57.1927 59.7292 10/21/2018 68,626-N.S. 13350 SENIOR BLDG MAINT SUP P1 E H 054 43.5071 43.5071 45.5684 47.8099 50.0340 52.3951 12/16/2018 68,710-N.S. 22010 SENIOR BLDG PLNS ENGNR P1 E H 125 63.1136 63.1136 66.2869 69.5891 73.0706 76.2274 12/16/2018 68,710-N.S. 35170 SENIOR BLDG PLNS EXMINR L N H 625 50.3165 50.3165 52.4907 54.8717 57.1927 59.7292 10/21/2018 68,626-N.S. 28010 SENIOR BUYER P1 N H 223 40.0600 40.0600 41.9590 43.8921 46.0225 48.1348 12/16/2018 68,710-N.S. 14150 SENIOR CITZEN CNTR DIR M E H 082 39.9007 39.9007 41.6691 43.3881 45.1240 47.4353 12/16/2018 68,710-N.S. 28340 SENIOR COM DEV PRJ CORD P1 E H 630 54.0119 54.0119 56.6549 59.3240 62.2069 65.1834 12/16/2018 68,710-N.S. 55390 SENIOR COM HEALTH SPEC G1 N H 670 31.6983 31.6983 32.8111 33.8636 35.0109 36.7971 10/21/2018 68,626-N.S. 72020 SENIOR CRIME SCENE TECH J N H 713 0.0000 0.0000 0.0000 41.1414 42.7394 44.3978 7/29/2018 68,533-N.S. 37130 SENIOR DRAFTING TECH P2 N H 282 37.9598 37.9598 39.7117 41.5542 43.4704 45.5926 12/16/2018 68,710-N.S. 14050 SENIOR ELECTRICAL SUP P1 E H 074 0.0000 0.0000 0.0000 55.5947 58.1116 60.9742 12/16/2018 68,710-N.S. 24690 SENIOR ENVIRN HLTH SPEC G1 N H 183 45.6517 45.6517 47.2535 49.0222 50.9814 52.9006 10/21/2018 68,626-N.S. 14530 SENIOR EQUIPMENT SUP P1 E H 094 45.4319 45.4319 47.5960 49.9572 52.3863 54.9272 12/16/2018 68,710-N.S. 41030 SENIOR FIELD REPRSENTIV L N H 532 0.0000 0.0000 0.0000 36.2104 37.8065 39.3507 10/21/2018 68,626-N.S. 51150 SENIOR FORESTRY CLIMBER D N H 353 0.0000 0.0000 0.0000 38.8792 40.0987 41.3541 7/29/2018 68,533-N.S. 14070 SENIOR FORESTRY SUP P1 E H 076 48.3894 48.3894 50.6758 53.1763 55.6439 58.2680 12/16/2018 68,710-N.S. 67100 SENIOR GROUNDSKEEPER D N H 450 0.0000 0.0000 0.0000 31.3289 32.2273 33.2984 7/29/2018 68,533-N.S. 23130 SENIOR HEARING EXAMINER P1 E H 609 59.9841 59.9841 63.9116 67.2406 70.2527 74.5661 12/16/2018 68,710-N.S. 28260 SENIOR HLTH MGMT ANLYST L N H 240 46.1495 46.1495 48.3665 50.7306 53.2411 55.7949 10/21/2018 68,626-N.S. 24680 SENIOR HLTH SERV PRG SP P1 E H 557 47.4592 47.4592 49.2557 51.1717 53.3190 55.3633 12/16/2018 68,710-N.S. 27160 SENIOR HR ANALYST Z2 E H 220 51.2201 51.2201 53.6422 56.3046 59.0620 61.8956 7/29/2018 68,534-N.S. 28960 SENIOR INFO SYS SPEC L N H 253 44.8744 44.8744 46.8727 48.9828 51.1953 53.4796 10/21/2018 68,626-N.S. 46050 SENIOR LEGAL SECRETARY Z3 N H 324 35.5812 35.5812 37.2304 39.0598 40.8030 42.6323 7/29/2018 68,534-N.S. 26060 SENIOR LIBRARIAN IB N H 209 40.3516 40.3516 42.0943 43.9495 45.9684 47.9612 10/21/2018 68,626-N.S. 67010 SENIOR LNDSCP GRDNR D N H 439 0.0000 0.0000 0.0000 35.4424 36.5002 37.6690 7/29/2018 68,533-N.S. 14080 SENIOR LNDSCP GRDNR SUP P1 E H 077 48.3894 48.3894 50.6758 53.1763 55.6439 58.2680 12/16/2018 68,710-N.S. 71320 SENIOR MARINA ASSIST D N H 477 0.0000 0.0000 0.0000 31.6310 32.5209 33.5833 7/29/2018 68,533-N.S. 28110 SENIOR MGMT ANLST LCL1 P1 E H 230 49.2214 49.2214 51.5737 54.1144 56.7662 59.5122 12/16/2018 68,710-N.S. 28111 SENIOR MGMT ANLST UNREP Z2 E H 233 49.3312 49.3312 51.6842 54.2521 56.9144 59.6283 7/29/2018 68,534-N.S. 35140 SENIOR PERMIT SPEC L N H 778 34.6176 34.6176 36.3618 38.1710 40.0882 42.6476 10/21/2018 68,626-N.S. 29020 SENIOR PLANNER L E H 254 50.1095 50.1095 52.3524 54.7424 57.1496 59.7035 10/21/2018 68,626-N.S. 24010 SENIOR PUBLIC HLTH NURS G3 E H 149 53.9996 53.9996 56.0699 58.2041 60.6772 63.0089 10/21/2018 68,626-N.S. 14060 SENIOR PUBLIC WORKS SUP P1 E H 075 43.5071 43.5071 45.5684 47.8099 50.0340 52.3951 12/16/2018 68,710-N.S. 65560 SENIOR SERVICE AIDE G1 N H 663 0.0000 0.0000 0.0000 24.2957 25.1839 26.1850 10/21/2018 68,626-N.S. 65570 SENIOR SERVICE ASSIST G1 N H 425 0.0000 0.0000 0.0000 31.0255 31.8363 32.6041 10/21/2018 68,626-N.S. 14540 SENIOR SOLID WASTE SUP P1 E H 095 43.9178 43.9178 45.9965 48.2631 50.5047 52.8823 12/16/2018 68,710-N.S. 14600 SENIOR SYSTEMS ANALYST P1 E H 098 53.5756 53.5756 56.2445 59.0930 62.0784 65.2608 12/16/2018 68,710-N.S. 01-22-19 Benefited Rates