CITY OF BUELLTON
CITY COUNCIL AGENDA
Regular Meeting of March 27, 2025 – 6:00 p.m.
City Council Chambers, 140 West Highway 246
Buellton, California
Council meetings will be conducted in person and the public is welcome to attend.
Written comments will not be read aloud but can be sent to the City Council via email at [email protected] (please reference agenda item number/subject matter, and include your name and address). The public can observe Council meetings via City TV Live Stream at:
http://www.cityofbuellton.com/government/cityTV.php
CALL TO ORDER
Mayor David Silva
PLEDGE OF ALLEGIANCE
ROLL CALL
Council Members Hudson Hornick and John Sanchez, Vice Mayor Elysia Lewis and Mayor David Silva
REORDERING OF AGENDA
PUBLIC COMMENTS Speaker Slip to be completed and turned in to the City Clerk prior to commencement of meeting. Any person may address the Council on any subject pertaining to City business, including all items on the agenda not listed as a Public Hearing, including the Consent Agenda and Closed Session. Limited to three (3) minutes per speaker. By law, no action may be taken at this meeting on matters raised during Public Comments not included on this agenda. Public Speakers using a translator are allotted a total of six (6) minutes to speak, unless simultaneous translation equipment is used.
CONSENT CALENDAR (ACTION)
The following items are considered routine and non-controversial and are scheduled for consideration as a group. Any Council Member, the City Attorney, or the City Manager may request that an item be withdrawn from the Consent Agenda to allow for full discussion. Members of the Public may speak on Consent Agenda items during the Public Comment period.
1. Minutes of March 13, 2025 Regular City Council Meeting
2. List of Claims to be Approved and Ratified for Payment to Date for Fiscal Year 2024/2025
3. Receive and File the 2024 Annual Report on the Status of the General Plan (Staff Contact: Associate Planner Cara Miralles)
City Council Meeting Agenda Page 2 March 27, 2025
4. Monthly Treasurer’s Report – February 28, 2025
(Staff Contact: Finance Director Shannel Zamora)
5. Resolution No. 25-10 – “A Resolution of the City Council of the City of Buellton, California, Authorizing the Filing of a Claim with the Santa Barbara County Association of Governments for Allocation of Transportation Development Act Funds for Fiscal Year 2025-26”
(Staff Contact: Finance Director Shannel Zamora)
6. Approval of CAPSLO Home Rehabilitation Program – CDBG Fund Allocation (Staff Contact: Planning Director Andrea Keefer)
PRESENTATIONS
PUBLIC HEARINGS
COUNCIL MEMBER COMMENTS/ITEMS
This Agenda listing allows Council Members to provide comments regarding recent events, contributions made or received, and future requests from City Council Members to staff.
WRITTEN COMMUNICATIONS
Written communications are included in the agenda packets. Any Council Member, the City Manager, or City Attorney may request that a written communication be read into the record.
COMMITTEE REPORTS This Agenda listing is the opportunity for Council Members to give verbal Committee Reports on any meetings recently held for which the Council Members are the City representatives thereto.
BUSINESS ITEMS (POSSIBLE ACTION)
7. Deep Dive: Discussion Regarding Policy on Speed Humps and Other Traffic Calming Measures on Public Roads
(Staff Contact: City Manager Scott Wolfe)
8. Determination of Employee Cost of Living Adjustment (COLA) for Fiscal Year 2025-26
(Staff Contact: Finance Director Shannel Zamora)
9. Resolution No. 25-09 - “A Resolution of the City Council of the City of Buellton, California, Regarding Mid-Year Budget Amendments for FY 2024-25” (Staff Contact: Finance Director Shannel Zamora)
CITY MANAGER’S REPORT
City Council Meeting Agenda Page 3 March 27, 2025
CLOSED SESSION (POSSIBLE ACTION)
10. Closed Session Pursuant to Government Code Section 54956.8 Conference with Real Property Negotiator
Property: 202 Dairyland Road, Buellton, CA (APN: 099-66-032, -033, -034) Agency Negotiator: Scott Wolfe, City Manager
Negotiating Party: Horatio Partners, LLC
Under Negotiation: Price and Terms of Payment
11. Closed Session Pursuant to Government Code Section 54956.8 Conference with Real Property Negotiator
Property: 140 West Highway 246, Buellton, CA (APN: 099-261-027) Agency Negotiator: Scott Wolfe, City Manager
Negotiating Party: Katie Burns, Jones Lang LaSalle Americas, Inc.
Under Negotiation: Price and Terms of Payment
ADJOURNMENT
The next regular meeting of the City Council will be held on Thursday, April 10, 2025 at 6:00 p.m.
City Manager Review: SW
Council Agenda Item No.: 1
CITY OF BUELLTON
CITY COUNCIL MEETING MINUTES
Regular Meeting of March 13, 2025
City Council Chambers, 140 West Highway 246
Buellton, California
CALL TO ORDER
Mayor Silva called the meeting to order at 6:00 p.m.
PLEDGE OF ALLEGIANCE
ROLL CALL
Present: Council Member Hudson Hornick, Council Member John Sanchez, Vice Mayor Elysia Lewis, and Mayor David Silva
Staff: City Manager Scott Wolfe, Assistant City Attorney Stephanie Gutierrez (Zoom), Public Works Director Rose Hess, Finance Director Shannel Zamora (Zoom), Planning Director Andrea Keefer, and City Clerk Linda Reid
REORDERING OF AGENDA
None
PUBLIC COMMENTS
None
CONSENT CALENDAR
1. Minutes of February 27, 2025 Regular City Council Meeting
2. List of Claims to be Approved and Ratified for Payment to Date for Fiscal Year 2024/2025
3. Resolution No. 25-07 - “A Resolution of the City Council of the City of Buellton, California, Regarding Parking Restrictions for Transit Stop at New Library”
4. Monthly Treasurer’s Report - January 31, 2025
5. Financial Report for the Second Quarter Ending December 31, 2024
City Council Meeting Minutes Page 2 March 13, 2025
6. Approve Extension of Wine Country Express Memorandum of Understanding
7. Resolution No. 25-08 – “A Resolution of the City Council of the City of Buellton, California, Requesting the Board of Supervisors of the County of Santa Barbara Approve an All Mail-In Ballot Special Election to be Held on Tuesday, August 26, 2025 and Conducted by the Santa Barbara County Elections Office” Council Member Sanchez requested that Item 3 be pulled for discussion.
MOTION:
Motion by Vice Mayor Lewis, seconded by Council Member Hornick, approving Consent Calendar Items 1, 2, 4, 5, 6 and 7 as listed.
VOTE:
Motion passed by a roll call vote of 4-0.
Council Member Hornick – Yes
Council Member Sanchez – Yes
Vice Mayor Lewis – Yes
Mayor Silva – Yes
The Council discussed Item 3 regarding the addition of a red curb near the Library for transit bus parking and how it could interfere with patron parking. The Council agreed by consensus to have staff look into bus scheduling, time restricted parking, and alternate locations for the transit bus parking/red curb and bring the item back for Council discussion and approval.
PRESENTATIONS
8. Presentation to Lt. Mark Valencia for his Service to the City of Buellton The City Council and City Manager Wolfe congratulated Lt. Valencia on his retirement from the Santa Barbara County Sherriff’s Department and thanked him for his 30 years of service. Lt. Valencia was presented with a City of Buellton plaque and he thanked the City Council for their support and stated he enjoyed his time working in Buellton and working with Council and staff.
PUBLIC HEARINGS
None
COUNCIL MEMBER COMMENTS/ITEMS
Council Member Sanchez announced that he met with Sable Oil staff in Buellton and he discussed the safety testing process of the oil pipeline that runs through Buellton.
Council Member Hornick requested and the Council agreed by consensus to hold a special meeting on a Saturday to discuss the City’s budgetary obligations.
City Council Meeting Minutes Page 3 March 13, 2025
Mayor Silva thanked all who attended the District 4 Town Hall meeting.
WRITTEN COMMUNICATIONS
None
COMMITTEE REPORTS
Council Member Sanchez announced that he attended the Sustainable Groundwater Management meetings and provided an oral report for the record.
Vice Mayor Lewis stated that she and Mayor Silva met with the Executive Director of Santa Barbara County Air Pollution Control District (APCD) to gain a better understanding of how APCD operates.
Mayor Silva announced that he attended the Santa Barbara County Association of Governments (SBCAG) North County Sub-Regional Committee meeting and provided an oral report for the record.
BUSINESS ITEMS
9. Review of Annual Comprehensive Financial Report (ACFR) for Fiscal Year Ended June 30, 2024
RECOMMENDATION:
That the City Council review and file the ACFR for Fiscal Year ended June 30, 2024.
STAFF REPORT:
Finance Director Zamora presented the staff report.
DOCUMENTS:
Staff report with attachments as listed in the staff report.
SPEAKERS/DISCUSSION:
The City Council discussed a few items in the ACFR and thanked Finance Director Zamora and Mr. Guise for their hard work in completing the ACFR.
DIRECTION:
The City Council agreed by consensus to receive and file the Annual Comprehensive Financial Report for Fiscal Year ended June 30, 2024.
City Council Meeting Minutes Page 4 March 13, 2025
10. Consider Appointment of an Ad Hoc Committee and Investigating Possible Avenues of Partnership with the Santa Ynez Valley Children’s Museum (SYVCM) RECOMMENDATION:
That the City Council consider the request of SYVCM for an investigative process to discuss a partnership with the City, and if appropriate, direct staff to take desired action.
The City Council may also wish to appoint an ad hoc committee of the City Council to engage with SYVCM and staff on this matter.
STAFF REPORT:
City Manager Wolfe presented the staff report.
SPEAKERS/DISCUSSION:
Ashley Jenkins, representing the SYVCM discussed the Museum’s status and how they would like to partner with the City to move the program forward. Ms. Jenkins provided a handout for the record.
Amy Yeung, Buellton, discussed the value of the SYVCM, which allows children to be creative while discovering the outdoors.
The City Council discussed membership costs to access the SYVCM and that the Children’s Museum might be ready to open by October, 2025 if funding is secured.
DIRECTION:
The City Council agreed by consensus to appoint Mayor Silva and Vice Mayor Lewis to the Ad Hoc Committee to investigate a partnership between the City of Buellton and the SYVCM.
11. Authorization of Contract Amendment with KOA for the Caltrans Traffic Study RECOMMENDATION:
That the City Council authorize the City Manager to execute a contract amendment with KOA for the additional scope of work in the amount of $81,500 and authorize the budget amendment increasing CIP 092-309-70000 from $39,752 to $121,072.
STAFF REPORT:
Public Works Director Hess presented the staff report.
DOCUMENTS:
Staff report with attachments as listed in the staff report.
SPEAKERS/DISCUSSION:
The City Council discussed various aspects of the KOA contract amendment.
City Council Meeting Minutes Page 5 March 13, 2025
MOTION:
Motion by Vice Mayor Lewis, seconded by Council Member Hornick authorizing the City Manager to execute a contract amendment with KOA for the additional scope of work in the amount of $81,500 and authorize the budget amendment increasing CIP 092-309- 70000 from $39,752 to $121,072.
VOTE:
Motion passed by a roll call vote of 4-0.
Council Member Hornick – Yes
Council Member Sanchez – Yes
Vice Mayor Lewis – Yes
Mayor Silva – Yes
CITY MANAGER’S REPORT
City Manager Wolfe provided an informational report for the record.
ADJOURNMENT
Mayor Silva adjourned the regular meeting at 7:52 p.m. The next regular meeting of the City Council will be held on Thursday, March 27, 2025 at 6:00 p.m. ____________________________
David Silva
Mayor
ATTEST:
_____________________________
Linda Reid
City Clerk
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 2
To: The Honorable Mayor and City Council
From: Shannel Zamora, Finance Director
Meeting Date: March 27, 2025
Subject: List of Claims to be Approved and Ratified for Payment to Date for Fiscal Year 2024/2025
______________________________________________________________________________
BACKGROUND
Staff is required to submit a check register to the City Council for approval every Council meeting for the most recently completed check register (Attachment 1).
The check register for the period 03/01/2025 through 03/14/2025 has been prepared in accordance to Government Code section 37202 and Buellton Municipal Code section
3.08.070. The check register lists all vendor payments for the specified period above, along with claimant’s name, a brief description of the goods or service purchased, amount of demand, check number, check date and the account number(s) associated with each payment.
The total amount of checks and electronic fund transfers issued for the period of 03/01/2025 through 03/14/2025 was $1,067,659.21.
FISCAL IMPACT
Payments made to the various vendors were consistent with the approved City’s Budget for 03/01/2025 through 03/14/2025. Cash is available for the payment disbursements of the above liabilities.
RECOMMENDATION
That the City Council review and accept the check register for the period 03/01/2025 through 03/14/2025.
ATTACHMENTS
Attachment 1 – Claims
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 3
To: The Honorable Mayor and Council Members
From: Cara Miralles, Associate Planner
Meeting Date: March 27, 2025
Subject: Receive and File the 2024 Annual Report on the Status of the General Plan
______________________________________________________________________________
BACKGROUND
Section 65400(a) of the California Government Code requires that an annual report be furnished to the City Council regarding the status of General Plan implementation. Annual reports are due on April 1st of each year and must be submitted to the State Office of Planning and Research (“OPR”) and Department of Housing and Community Development (“HCD”). The 2024 Annual Report on the Status of the Buellton General Plan is provided in Attachment 1. The Planning Commission has received the Annual Report at its March 20, 2025 meeting.
The Annual Report heavily focuses on progress made towards meeting the Regional Housing Needs Allocation (“RHNA”) in the Housing Element, which is the number of residential units and the percentage of affordable housing required to be accommodated every eight year cycle. This is done through State mandate that the City’s General Plan Housing Element must identify enough sites adequate for future development to meet this allocation. The number assigned to Buellton for 2023-2031 is 165 units, of which 74% are to be affordable. The City focuses on four primary means to accommodate RHNA goals:
Accessory Dwelling Units (ADUs), Multifamily Infill, Mixed Use Development, and the Affordable Housing Overlay Zone (“AHOZ”).
In this reporting year, from January 1, 2024 – December 31, 2024, four applications for residential development submitted a complete application, five received entitlements (all required approvals prior to building permit issuance have been received, including land use permits and grading permits), three developments were issued building permits, and two were completed and received final occupancy clearance. To date, the City has made significant progress in meeting its RHNA, and it is anticipated that residential units built in Buellton by the end of the 2023-2031 cycle will meet or exceed the City’s allocation of units needed for all income levels.
General Plan Report Page 2 March 27, 2025
RECOMMENDATION
That the City Council receive and file the 2024 General Plan Annual Report and direct staff to file the report with the State Housing and Community Development Department (HCD) and Office of Planning and Research (OPR) on such forms as dictated by the State of California.
ATTACHMENTS
Attachment 1 - City of Buellton 2024 General Plan Annual Report
CITY OF BUELLTON
Annual Report on Status of the General Plan and Programs in Support of Affordable Housing
Reporting Period 1/1/2024 through 12/31/2024
______________________________________________________________________________
BACKGROUND
By law, every community in California is required to adopt a General Plan as the policy framework by which to guide future growth and development. At a minimum, each such Plan must contain seven mandatory elements (Land Use, Circulation, Housing, Conservation, Open-Space, Noise and Safety). Once adopted, zoning and development regulations that follow must be consistent with the policies of the General Plan.
Section 65400(a) of the California Government Code requires that an annual report be furnished to the City Council regarding the status of General Plan implementation.
Annual reports are due on April 1st of each year and must be submitted to the State Office of Planning and Research (“OPR”), the Department of Housing and Community Development (“HCD”), and the Buellton City Council.
For Buellton, the annual report is also used as barometer in evaluating progress in meeting the City’s fair share of regional housing needs.
ANALYSIS
General Plan Overview: The Land Use Element was last revised in 2008. The Circulation, Conservation and Open Space, Economic Development, Noise, Parks and Recreation, Public Facilities and Services elements were revised in 2007. The Safety Element was last revised in 2017. A focused update of the Land Use and Circulation Elements was started in 2021 and will lend to the comprehensive General Plan update which is underway and anticipated to be complete by 2026. The City updated its Housing Element in 2023, which was certified by the State Housing and Community Development Department (HCD) on August 1st of that year. This report is based on the 2023-2031 Housing Element Update. The complete Buellton 2025 General Plan is available for review on the City’s website, https://cityofbuellton.com/departments/planning.php.
Copies are also available by contacting the Planning Department at 805-688-7474.
Housing Element Overview: The Regional Housing Needs Allocation (“RHNA”) process is part of a statewide mandate to address housing needs related to future growth in the State. The needs assessment process sets numeric targets every eight years for each jurisdiction with the overriding goal of assuring an equitable geographic distribution of affordable housing needs and responsibilities. The number assigned to the City of Buellton for 2023-2031 is 165 units, of which 74% are allocated to be affordable units (55 units for very-low income households, 37 low income, and 30 moderate income) and 43 above-moderate income units.
2024 General Plan Annual Progress Report Page 2 March 27, 2025 The 2023 Housing Element relies upon four basic means by which to address the City’s RHNA goals: the Affordable Housing Overlay Zone (“AHOZ”), Accessory Dwelling Units (“ADUs”), Multi-Family Infill, and Mixed Use Development. Of these, the AHOZ is viewed as the principal means for accommodating the City’s RHNA goals.
Ordinance No. 05-05 was adopted by the City Council in 2005, and established the AHOZ sites and development standards in Buellton Municipal Code Section 19.16.013.
The 2023-2031 Housing Element has kept the AHOZ program in place and is the basis for the “Adequate Sites” requirement, which are properties identified in a jurisdiction’s housing element that accommodate the number of units and affordability levels prescribed by the RHNA. In summary, the AHOZ allows “stand alone” residential projects irrespective of the underlying zone designation with a minimum base density of 25 units/acre, and imposes an inclusionary requirement, mandating that at least 20% of the base density be affordable to very low, low and/or moderate income households, based on RHNA needs. The AHOZ ordinance also institutes a bifurcated land use entitlement process that allows for streamlined processing for projects that meet specified criteria.
To date, of the nine AHOZ sites, two have been fully developed as residential and two sites are under construction with residential projects (Buellton Garden Apartments and Polo Village on Site IV). Juliette Walk on Site V was completed in 2009, with 44 to-own condominium units, of which four are affordable to very-low income households and three affordable to low income. Avenue Heights Apartments on Site X, was completed in 2017 with 62 rental apartment units, of which five are affordable to very-low income households, four to low income, and three to moderate income. A Preliminary Review of the “Highway 246 Commercial Center” project on Site VII was held in 2024 and the application is pending. Two AHOZ sites have been entitled or developed with commercial uses, which include a portion of Site IX, entitled with the Waypoint project, and Site XI, developed with the Hampton Inn. In 2023 and 2024, respectively, Polo Village on Site IV and Buellton Garden Apartments on the rest of the portion of Site IX received building permits. The remaining four sites, Sites I, II, III are undeveloped or underdeveloped and are available for development. Based on the historical performance of the AHOZ, the location of each site, and developer interest to date, Site II is expected to be developed with either mixed-use or 100% residential and could accommodate around 375 units. The potential for residential development on AHOZ Sites I and III is a bit more speculative and thus no residential development has been assumed for those sites within the 2023-2031 planning period.
Housing Performance Assessment: In compliance with State reporting requirements, a general accounting of applications submitted, project entitlements, building permits issued, and construction completed during the current Housing Element cycle is set forth in Tables A and A2. During this second year of reporting under the 2023 Housing Element, 2 applications for mixed-use residential development (Creekside Village and The 518) submitted complete applications for revised projects, 2 ADU applications were submitted and entitled (with approved land use permit), 2 ADUs were entitled (received land use and grading permits), 4 projects received entitlements (Village Senior Apartments, 430 & 440 Central Ave, and two ADUs), 3 projects received building
2024 General Plan Annual Progress Report Page 3 March 27, 2025 permits (Buellton Garden Apartments, Village Senior Apartments, and one ADU), and 2 ADUs received final inspection for occupancy clearance.
Table B shows progress made towards meeting the City’s RHNA, which includes all units that have been issued building permits in the 2023-2031 cycle. To date, the City has exceeded the allocation of units for very-low and low income households. 55 units are allocated to be affordable to very-low income households and 140 very-low income units to date have received building permits; 37 units are allocated to be affordable to low income households and to date, 45 low income units have received building permits. For the 2024 reporting period, the Buellton Garden Apartments will provide 58 very-low and 30 low income units, and the Village Senior Apartments will provide 49 very-low income units. In regards to the 30 units allocated to be affordable to moderate income households, 5 moderate units have received building permits or have been constructed, and 25 moderate units remain. The City’s Housing Element has determined ADUs to be affordable to moderate income households, and ADUs are therefore counted as moderate income units for RHNA purposes. ADUs have seen a large increase in interest and development since 2020, and are expected to help meet a significant portion of the moderate income allocation. The City’s inclusionary housing requirement is also adjusted annually to reflect the RHNA needs, so that because very-low and low income allocations have been met, future residential development projects would be required to provide moderate income units. In terms of meeting the need for above-moderate income households, 43 above-moderate units were allocated for this cycle. 3 above-moderate units have been issued building permits to date, and pipeline projects, including Creekside Village and The 518, are anticipated to exceed the above-moderate income allocation.
Table C is not applicable this reporting year, and regards Senate Bill 166, the “No Net Loss Law” which became effective January 1, 2019. The bill requires that any action resulting in a parcel being developed with fewer residential units than identified in the current Housing Element would not result in a shortage of adequate sites to accommodate RHNA, or if it would, that additional adequate sites must be identified to make up for that shortfall. This is not expected to occur however, as the City has identified enough adequate sites to accommodate a surplus of 596 units over and above the 2023-2031 RHNA.
The City is in the process of implementing the programs in the adopted 2023 Housing Element, shown in Table D.
Tables E through J were not applicable during the 2024 reporting year. Table K reports on local Tenant Preference Policy, which Buellton currently does not have.
LEAP Reporting: The Annual Progress Report is also required to report on the Local Early Action Planning (LEAP) Grant (see the last table, titled “LEAP Reporting”). The City was awarded $65,000 in funding through this grant on December 17, 2020, and a Standard Agreement between the City and the Department of Housing and Community Development (HCD) was executed on March 11, 2021. Funding has been fully expended and all tasks completed as of the end of 2024 for three tasks: 1) the implementation of a
2024 General Plan Annual Progress Report Page 4 March 27, 2025 Pre-Designed ADU Plans Program; 2) increasing the City’s capacity to store and share electronic development plan files, and; 3) completion and adoption of the 2023 Housing Element. The Pre-Designed ADU Plans were made publically available in July 2024 and are up on the City’s Engage webpage at https://buellton.civilspace.io/en/projects/buelltonpre-designed-adu-plans. The Planning Department has been utilizing Microsoft OneDrive for storage and sharing capacity of electronic plans and documents, and will continue to do so under General Funds as LEAP funds allocated to this line item were spent. Lastly, the 2023 Housing Element Update was adopted and certified in 2023, with the Element’s Housing Plan currently being implemented.
Jurisdiction Buellton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 02/15/2023 - 02/15/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type Notes
2 3 4 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total
PROPOSED
Units by
Project
Total
APPROVED
Units by
project
Total
DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application
was submitted
pursuant to.
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 6 0 4 0 0 2 95 107 107 0 137-211-002 243 Glennora
Way, Unit C JADU 24-ZC-13 ADU R5/16/2024
1 1 1 NONE No N/A Approved Ministerial
137-402-002 415 Glennora
Way, Unit 2 Attached ADU 24-ZC-23 ADU R7/9/2024
1 1 1 NONE No N/A Approved Ministerial
137-170-042 &
137-170-043 480 Avenue of
Flags Creekside Village 24-DPM-02
5+ R
9/26/2024
6 4 51 61 61 NONE No No Approved Discretionary
Original project (19-FDP01) has been modified,
originally included in the
2020 Report
137-170-006
518 Avenue of
Flags The 518 24-DPM-01
5+ R
9/26/2024
44 44 44 NONE No No Approved Discretionary
Original project (21-FDP05) has been modified,
originally included in the
2022 Report
0 Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted
Jurisdiction Buellton ANNUAL ELEMENT PROGRESS REPORT
Reporting
Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 02/15/2023 - 02/15/2031
Table A2
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street
Address Project Name +
Local
Jurisdiction
Tracking ID
Unit
Category
(SFA,SFD,2
to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units
Issued Building
Permits
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
How many
of the units
were
Extremely
Low
Income?
Please select
the state
streamlining
provision the
project was
APPROVED
pursuant to.
(may select
multiple)
Infill Units?
Y/N+
Assistance
Programs for
Each
Development
(may select
multiple - see
instructions)
Deed
Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined
the units were affordable
(see instructions)
Term of
Affordability or
Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destr
oyed Units
Demolished
or
Destroyed
Units
Demolished
/Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase
in Total Allowable Units
or Total Maximum
Allowable Residential
Gross Floor Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications
Given to the
Project (Excluding
Parking Waivers
or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking
Waivers or
Parking
Modifications)
Did the project
receive a reduction
or waiver of
parking standards?
(Y/N)
Notes+
Summary Row: Start Data Entry Below 49 0 0 0 1 3 5 58 107 0 30 0 0 1 2 140 0 0 0 0 0 2 0 2 41 0 137-200-087 10 & 12 McMurray
Road
Buellton Garden
Apartments
21-FDP-01, 23-ZC18, 23BDP-00194
and 195
5+ R
0 58 30 1 6/25/2024 89 0 16 NONE Y HOME, LHTF, LIHTC,
MHP, SERNA INC, DB 55 15.6% 6
Development
Standards
Modification, OnSite Improvements
Yes
24 units reserved for
Farmworkers
137-090-045 332 & 334 Valley
Vineyard Circle
Village Senior
Apartments
22-FDP-02, 24-ZC01, 23BDP-00005 5+ R 49 1 5/10/2024
50 49 1 7/12/2024 50 0 25 NONE Y
HOME, LHTF, LIHTC,
AHP, NHTF, PBS8,
VHHP, Other
INC, DB 55 0.0% 2
Development
Standards
Modification
No
Other Funding
Source: Central
Coast Community
Energy Grant
137-213-001 492 Freear Drive,
Unit B Detached ADU 23-ZC-20, 23BDP01216 ADU R
0 1 8/13/2024 1 0 NONE Y
The 2023 Housing Element
has determined all ADUs to be
affordable to moderate income
levels, verified by surveys done
of comparable units in the area
137-402-002 415 Glennora
Way, Unit 2 Attached ADU 24-ZC-23 ADU R 1 7/9/2024
1 0 0 NONE Y
The 2023 Housing Element
has determined all ADUs to be
affordable to moderate income
levels, verified by surveys done
of comparable units in the area
137-211-002 243 Glennora
Way, Unit C JADU 24-ZC-13 ADU R 1 5/16/2024
1 0 0 NONE Y
The 2023 Housing Element
has determined all ADUs to be
affordable to moderate income
levels, verified by surveys done
of comparable units in the area
099-283-005 &
099-283-006
430 A & B and
440 A & B Central
Avenue
Central Ave
Duplexes 22-ZC-17 2 to 4 R 4 12/9/2024
4 0 0 NONE Y
The 2022 APR
identified entitlement
date as 8/29/22,
however, this was
erroneous as that
was the date the
land use permit was
approved. Grading
permits were issued
on 12/09/24,
marking the true
date of entitlement.
099-283-005 &
099-283-006
430-C & 440-C
Central Avenue Central Ave ADUs 22-ZC-17 ADU R 1 1 12/9/2024 2 0 0 NONE Y Other INC
The 2023 Housing Element
has determined all ADUs to be
affordable to moderate income
levels, verified by surveys done
of comparable units in the area
55 The 2022 APR
identified entitlement
date as 8/29/22,
however, this was
erroneous as that
was the date the
land use permit was
approved. Grading
permits were issued
on 12/09/24,
marking the true
date of entitlement.
137-223-002 376 Gay Drive,
Unit B Detached ADU 22-ZC-26 ADU R
0 0 1
11/20/2024
1 NONE Y
The 2023 Housing Element
has determined all ADUs to be
affordable to moderate income
levels, verified by surveys done
of comparable units in the area
137-211-002 243 Glennora
Way, Unit B Detached ADU 22-ZC-12 ADU R
0 0 1 7/11/2024 1 NONE Y
The 2023 Housing Element
has determined all ADUs to be
affordable to moderate income
levels, verified by surveys done
of comparable units in the area
0 0 0
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
1 Projection
Period 3 4
RHNA Allocation
by Income Level
Projection
Period -
06/30/2022-
02/14/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031
Total Units
to Date (all
years)
Total
Remaining
RHNA by
Income Level
Deed Restricted - 33 107 - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - 15 30 - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 1 3 1 - - - - - - -
Above Moderate 43 - 1 2 - - - - - - - 3 40
165
1 52 140 - - - - - - - 193 65
5 6 7
Extremely lowIncome Need 2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date
Total Units
Remaining
28 15 41 - - - - - - - 56 -
-
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.
Total RHNA
total RHNA
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income housing need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected]. 25 140
5 Moderate
55 37
30 45
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
-
Jurisdiction Buellton ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 02/15/2023 - 02/15/2031
Date of
Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very LowIncome Low-Income ModerateIncome
Above
ModerateIncome
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning
Minimum
Density
Allowed
Maximum
Density
Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
Jurisdiction Buellton
Reporting Year 2024 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation
1.a Update the Affordable Housing Ordinance
(AHO) to reflect the 2023-2031 RHNA allocation. By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
1.b
Keep the existing Affordable Housing Overlay
Zone (AHOZ) sites in the AHOZ inventory. Sites
shall continue to have a minimum density of 25
units per acre to ensure affordability. If approval
of a project will result in a shortfall in the City’s
RHNA capacity, the City shall make a finding
that either replacement sites have been
identified or other acreage will be rezoned to
make up the shortfall within 6 months of
approving the project.
Rezone within 6 months if warranted by
approval of a project
Program continues to be implemented and monitored. No shortfall in RHNA capacity has resulted thus far.
To ensure that the City maintains compliance
with SB 166 (No Net Loss), the City will
continue to track:
Ongoing findings as a part of the
develop-ment review process. Compliance with SB 166 continues to be met. · Unit count and income/affordability
assumed for Pipeline Projects, ADUs and
other sites included in the sites inventory.
Annual compilation of results, as a part
of Housing Element Annual Progress
Reports.
Unit count and affordability for Pipeline Projects is on track.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583
1.c
· Actual units constructed and
income/ affordability when parcels are
developed.
If the City falls short of adequate
capacity to accommodate the RHNA as
a result of either one or a combination of
the following, (1) net loss in site
capacity, (2) pipeline projects are not
anticipated to be complete in the
planning period or (3) ADUs are not
permitted as anticipated, within 6
months additional sites will be identified
and, if needed, rezoned.
Actual units constructed and affordability for 2024 are identified in this Annual Progress Report.
· Net change in capacity and summary
of remaining capacity in meeting remaining
Regional Housing Needs Allocation (RHNA).
No net change in RHNA capacity.
· In addition, the City will make no net
loss findings at the time of project approval
and require replacement units when required
by state law.
No net loss findings have not been required thus far.
Continue to implement and update, as needed,
affordable housing development incentives,
including:
· ADU pre-approved plans and
expedited review time of 2 weeks
ADU pre-approved plans and expedited
review by the end of 2023.
ADU Pre-Approved Plans were made available to the public in July 2024.
Plans have been sent to several interested residents, but no formal applications yet received. All ADU applications continue to have an expedited review time of 2 weeks.
· Proactive outreach to developers
about available incentives.
Proactive outreach to developers
annually beginning in 2024.
Per Programs 1.d, 4.a, 4.d, and 7.b, an annual "Housing Development Newsletter" was provided to three affordable housing developers, the County Housing and Community Development Department, and SBCAG in November 2024. This newsletter contained updates on affordable housing projects underway and potential development opportunities for affordable housing. · Traffic impact fee reduction for
affordable units
Remainder by the end of 2026,
consistent with Zoning Code Update Traffic impact fee reduction for affordable units continues to be given. · Streamlined environmental
review for AHOZ projects
Streamlined environmental review for AHOZ projects continues to be provided for applicable projects.
· Expanded capacity for complete
electronic submittal and review using
LEAP grant funds
Capacity for complete electronic submittals has been implemented and will continue indefinitetly under City General Funds.
1.c
1.d
· Density bonuses in the City’s
inclusionary zoning ordinance for
affordable projects
Density bonuses continue to be granted for applicable projects. An update to the City's Density Bonus ordinance for consistency with State law is scheduled for City Council in April 2025.
1.e
Review and revise RM (Multifamily Residential)
development standards including but not limited
to site coverage, open space, and landscaping
to address constraints to multi-family residential
development
As part of the comprehensive zoning
code update scheduled for 2026, the
City will revise the RM development
standards to ensure maximum allowable
densities are achievable.
Updates to RM development standards being considered as part of the comprehensive zoning code update underway.
2.a Update the City’s ADU ordinance in accordance
with state law. By the end of 2023 ADU ordinance update is anticipated to go before the City Council in May 2025.
2.b
Monitor state ADU law to ensure the City’s
ordinance is compliant. Amend the City’s
ordinance within 12 months of new laws
becoming effective.
Annually Continues to be monitored with annual legislative updates, ADU ordinance update will be compliant with legislation effective January 2025.
Promote ADUs with the goal of developing at
least four affordable units each year:
In 2024, 2 ADUs were submitted and entitled, 1 ADU was entitled, 1 received building permit, and 2 received final inspection
· Provide ADU pre-approved plans. ADU Pre-Approved Plans were made available to the public in July 2024. · Implement expedited reviews of
ADUs. Expedited 2 week review for ADUs continues to be implemented. · Provide information on state
ADU law and ADU resources on the
City’s web page.
ADU Brochure is on the City's webpage, and the Pre-Approved ADU Plans are on the City's Engage webpage.
2.d
Provide technical assistance to homeowners at
the City’s Zoning Counter and expedite the
review of ADU applications.
Ongoing Technical assistance and expedited review continue to be provided.
2.c By the end of 2023.
2.e
The City will periodically (at least quarterly)
examine available data sources to obtain
current market rents for rental properties within
the region that are reasonably comparable to
typical ADUs within the City. Based upon this
and other available data, an “average rental
price” per square foot in the community would
be determined. This price would be applied to
anticipated average sizes of ADUs and JADUs
built within the community in order to estimate
the anticipated affordability of these units. The
City has a monitoring program to annually track
ADU and JADU creation, which provides source
data to determine average unit sizes.
Quarterly
Quarterly tracking reports were done on current market rates with comparable sqaure footage to ADU/JADUs in April, August, and December, 2024.
Tracking showed most comparable units were Moderate Income (80-100% AMI), 22% were Low Income (50-80% AMI), and one unit was Middle-Median (120-150% AMI).
3.a
Amend the Zoning Ordinance to address
changes to state law including AB 101 (Low
Barrier Navigation Center), AB 2162
(Supportive Housing), AB 139 (Emergency and
Transitional Housing), and SB 745 (Transitional
and Supportive Housing) to permit such uses in
all zones allowing residential uses and only
subject to the requirements of other residential
uses of the same form in the same zone and to
amend the Emergency Shelter spacing
standards in Section 19.06.260 (Emergency
Shelters) from 500 feet to 300 feet and the
parking standards to require sufficient parking
to accommodate all staff working in the
emergency shelter, provided that the standards
do not require more parking for emergency
shelters than other residential or commercial
uses within the same zone .
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.b
Amend the Zoning Ordinance to include
Employee Housing up to six persons as a byright residential use type in single family residential zones and Farmworker Housing as a
by-right residential use type in zones that allow
agricultural activities.
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.c
Amend the Zoning Ordinance to defer to current
state law, so it retains consistency with
California Density Bonus Law requirements
over time.
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.d
Amend Section 19.16.013 (Affordable Housing
Overlay Zone) to remove any conflicts with the
provisions of SB 35 (Streamlined Affordable
Housing).
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.e
Adopt a Reasonable Accommodation ordinance
to facilitate the development of housing for
people with disabilities by making
accommodations in land use and zoning
procedures regulating the siting, funding, and
development of housing (see also Section D.1).
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.f
Establish objective design standards for multifamily projects that are 20% affordable, as required by Government Code §65589.5, to
minimize the time and cost associated with the
permit review process.
By the end of 2024
Objective met and ongoing. The City's zoning ordinance contains exising objective development and design standards which are applied to multi-family housing overall, regarding density, setbacks, lot area, open space, parking, and landscaping. Additional objective design standards specific to multi-family projects with at least 20% affordability are planned to be considered in 2026/27 as part of the General Plan Update.
3.g
Amend Chapter 19.06 to add Residential Care
Homes, Seven or More Clients as a use
allowed in all residential zones and apply the
standards and procedures similar to other
residential uses of the same form in the same
zone, inclusive of the objective MUP findings of
Section 19.08.110 (Minor and conditional use
permits)
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.h
Amend Chapter 19.06 (Specific Use
Requirements) to remove Section 19.06.110
(Mobilehomes on foundations) to ensure
mobilehomes on foundations are subject to the
same development standards as single family
homes.
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025
3.i
Establish “Manufactured Housing” as a defined
residential use type that is treated in the same
manner as single-family residential
developments.
By the end of 2023 Included in Zoning Code Amendments scheduled to go before the Planning Commission on March 20, 2025 and City Council on April 24, 2025 Coordinate with regional partners and agencies
to conduct outreach to nonprofit developers,
employers, and other related organizations to
explore funding and incentives and to identify
specific development opportunities for
extremely low income housing, including but not
limited to:
Facilitate the development of 20
affordable units over the 8-year planning
cycle, including 5 units for extremely lowincome households.
Objective was met and exceeded in 2023. In 2024, building permits were issued for 107 very-low income units (including 41 extremely low), 30 low income, and 1 moderate income units, exceeding this objective. · Provide information and letters of
support for non-profit funding
applications for affordable housing,
especially projects that include housing
for extremely low income households.
Provide annual updates to regional
partners and agencies who work with
affordable/special needs housing
developers regarding development
opportunities. Identify housing
opportunities at least every two years
Information and letters of support have been provided for all affordable housing developments in the City, including Polo Village which included 15 extremely-low income units. Per Programs 1.d, 4.a, 4.d, and 7.b, an annual "Housing Development Newsletter" was provided to three affordable housing developers, the County Housing and Community Development Department, and SBCAG in November 2024. This newsletter contained updates on affordable housing projects underway and potential development opportunities for affordable housing.
· Assist in applying for funding to
expand affordable housing
opportunities, such as through the
Home Key program. Assistance may
include technical assistance, letters of
support, and financial support as
funding permits through in lieu funds.
City in-lieu funds were granted to the Polo Village Project and Village Senior Apartments. Letters of support have been provided to funding sources for these projects and Buellton Garden Apartments.
4.a
· Provide links to Fair Housing
Fact Sheets and resources to promote
the use of Housing Choice vouchers in
Buellton, especially for ADUs, and to
provide information on Eviction
Defense Funds from the State which
provide Free legal services to lowincome individuals facing eviction.
In coordination with the Housing Authority of the County of Santa Barbara, a Housing Choice Voucher Factsheet was published in December 2024. In addition to being posted on the City's website, this factsheet is provided as part of all housing development applications, including ADUs, upon land use permit or building permit approval. A Housing Resources Guide was also published in August 2024, which includes information on affordable housing availability, fair housing, down payment and mortgage assistance, housing rehabilitation programs, and tenant rights. The Housing Resources Guide is available at City counters, posted on the City website, inserted into the "Buellton Buzz" newsletter in October and December 2024, included with all water bill mailers, and continues to be posted quarterly on the City's social media pages.
· Support the Housing Authority’s
petition for higher payment standards
for Buellton.
Will continue to monitor opportunities to assist the Housing Authority in petitioning for higher payment standards in Buellton.
4.b
Continue to participate in the County CDBG
Urban County partner cities and HOME
Consortium, and similar collaborative efforts to
affirmatively further emergency shelter,
transitional housing, single room occupancy
units, shared living arrangements, and
congregate housing needs.
Meet quarterly with partner agencies and
contribute to and support the
Consortium. Collaborate with regional
partners and agencies to promote the
prioritization of projects which maximize
special needs housing and meet the
County’s goals in the Consolidated Plan.
Quarterly Countywide meetings on Affordable Housing and Homelessess continue to be attended by City Council members and City Staff.
4.c
Establish specific procedures to grant priority
water and sewer service to developments with
units affordable to lower-income households in
compliance with Government Code Section
65589.7.
Develop procedures by December 31,
2025. In progress
Explore policies that facilitate the provision of
affordable housing for farmworkers and
hospitality workers. Potential considerations
include:
· Setting aside a specific
percentage of affordable housing units
for farmworkers within larger affordable
housing developments.
By December 2025, develop strategies
for addressing farmworker and
hospitality worker housing, with the goal
of increasing housing for these
employees by 20 percent.
Buellton Garden Apartments, which received building permits in 2024 will provide 24 units reserved for farmworkers, which will meet this objective.
4.a
4.d
Partnering with other jurisdictions, farm
operators, hotels, and other hospitality
employers in the region to contribute to an
affordable housing fund or a community land
trust. Funding collected can be used to acquire,
develop, and/or rehabilitate housing for
farmworkers.
Annually convene with interested
employers and affordable housing
developers to pursue implementation of
strategies for affordable housing and
pursue funding at state and federal
levels.
There has been interest received in developing workforce housing, and the City will continue to pursue opportunities for implementation. Per Programs
1.d, 4.a, 4.d, and 7.b, an annual "Housing Development Newsletter" was provided to three affordable housing developers, the County Housing and Community Development Department, and SBCAG in November 2024. This newsletter included potential development opportunities for affordable housing.
Facilitate the improvement of 20
mobilehome units over the 8-year
planning cycle.
One mobilehome repair project was completed in 2024. Funds for the Emergency Mobile Home Repair Program will continue to be appropriated.
In 2024, explore funding available at the
state level for the rehabilitation of other
types of special needs housing; after 6
months establish a program to
rehabilitate special needs housing with
state funding or identify alternative
rehabilitation strategies.
FY 25/26 CDBG funds have been set aside for a potential city-wide Home Repair Program, with discussions and coordination with potential implementing agencies currently underway.
By the end of 2024, work with
developers to provide a plan to: .
· Reserve 41 units for very-lowincome tenants displaced by the loss of SRO units due to construction or
conversion.
The Polo Village project includes 48 units for lower income households. including 15 units reserved for extremely low income households who are veterans or homeless/at-risk of homelessness. The City, in coordination with the Polo Village project developer and the Housing Authority of the County of Santa Barbara, have been working with households in the Single-Room Occupancy (SRO) motel units along Avenue of Flags to lease units in Polo Village.
· Offer displaced SRO tenants
housing units at rents comparable to
existing rents.
The affordability mix in the Polo Village project was informed by a survey done by Santa Ynez Valley People Helping People on the income levels of the SRO tenants, and first right of refusal in Polo Village will be offered to SRO tenants.
Identify and secure interim housing for
displaced SRO tenants if there is a gap
between when SRO units are lost and
new very-low-income units are available.
The Polo Village project is anticipated to complete construction mid-2025, prior to any SRO units being lost, so that interim housing would not be necessary. Further, relocation assistance is required for SRO tenants displaced by loss of SRO units.
4.d
5.a
Continue to appropriate funds for the
continuation of the Emergency Mobile Home
Repair Program in the annual budget and
explore funding resources for the rehabilitation
of other special needs unit types.
5.b
Work with developers to provide relocation
assistance for displaced Single-Room
Occupancy unit tenants using the In-Lieu Fee
Program or other funding resources. This
program addresses housing needs of extremely
low income households who are at risk of
becoming homeless.
6.a
In coordination with the Housing Authority and
other non-profit housing sponsors, update and
publish a list of all subsidized dwellings or lowincome housing developed through local regulations or incentives. The list shall include,
at a minimum, the number of units, the type of
government program, and the date at which the
units may convert to market-rate dwellings.
Update and publish twice per year,
minimum
See Program 4.a - A Housing Resources Guide was published in August 2024. This guide contains a list of all subsidized dwellings and low-income housing, including contacts to inquire about affordable unit availability. A list of these developments with the type of government programs used and expiration dates of the affordable deed-restrictions is kept in the General Plan Housing Element.
6.b
Continue to document the status of all
affordable units as part of the City’s year-end
report required pursuant to Government Code
§65400.
Annually Documented in this Annual Progress Report for 2024.
6.c
Continue to collect, maintain, and disseminate
information from the County, the Housing
Authority, and California Department of Equal
Housing and Employment regarding housing
and tenant rights. This information will be
maintained at City Hall and periodically featured
in the City’s bi-monthly newsletter that is
distributed to all residents and posted on the
City’s Facebook page.
Review information on a quarterly basis.
Feature information in City newsletter,
on City website and Facebook page a
minimum of four times per year.
See Program 4.a - Information on housing and tenant rights will be continued to be published in the Housing Resources Guide, reviewed and posted to the City's social media pages quarterly, maintained on the City's website, and featured in an issue of the bi-monthly newsletter (Buellton Buzz) at least once a year.
Quarterly update of website information. .
Feature information in City newsletter,
on City website and Facebook page a
minimum of four times per year.
See Programs 4.a, 6.a, 6.c, 7.a, and 7.c
6.d
Continue to post information on housing
resources available to residents on the City’s
website and Facebook page, conduct focused
electronic mailings of relevant materials to
landlords and tenants, and refer complaints
directly to the California Department of Fair
Employment and Housing.
6.e
In partnership with Santa Barbara County and
other public and non-profit agencies, coordinate
a Fair Housing educational workshop either in
the City or in conjunction with other neighboring
jurisdictions. The event will address tenant and
property owner rights and responsibilities under
state and federal fair housing laws, including
rights of the disabled for equal access to
housing.
Annually
In coordination with Santa Barbara County's Analysis of Impendiments update, a public workshop was held on October 23, 2024 at the Buellton Rec Center.
Information on Fair Housing was provided, with two residents from the Santa Ynez Valley in attendence. A survey for the Analysis of Impediments was also distributed on the City's social media pages, and emailed to Mobile Home Park Managers (senior restricted parks), Buellton Union School District, and other local community groups, and received responses from 20 Buellton residents and 12 who work/spend most of their day in Buellton.
7.a
1. Create an informational document for renters
and owners to publish on the City website,
Facebook page, and publish in the Buellton
Buzz (see Program 6). 2. Promote resident
participation of survey for the Analysis of
Impediments 3. In partnership with Santa
Barbara County and other public and non-profit
agencies, coordinate a Fair Housing
educational workshop either in the City or in
conjunction with other neighboring jurisdictions.
The event will address tenant and property
owner rights and responsibilities under state
and federal fair housing laws, including rights of
the disabled for equal access to housing. See
also Program 6.e.
1. Conduct educational outreach
annually beginning in FY 24/25. Track
participants and engagement of events,
workshops, City internet/ social media
posts. 2. Complete housing resource
document for posting on the City’s
website by FY 23/24. 3. Advertise
resident participation of survey of
Analysis of Impediments in 5 years.
Encourage and target to have at least 50
residents participate in the survey.
Receive count of number Buellton
residents who participated from
Consortium. 4. Assess number of
participants at each workshop, how they
learned. Target at least 25 residents to
participate on a yearly basis.
See Programs 4.a, 6.a, 6.c, 6.d, and 6.e. regarding the Housing Choice Voucher Factsheet, Housing Resources Guide, and Analysis of Impediments Workshop and Survey.
7.b.1
1. Encourage the development of Accessory
Dwelling Units (ADUs) in appropriate locations
to expand housing opportunities for all income
levels. See also Program 2.c. 2. Encourage
development of a range of affordable housing
types, including senior housing and housing that
accommodates persons with disabilities, on
AHOZ sites 3. Provide incentives (e.g., fee
waivers, flexible develop¬ment standards) to
encourage development of creative and
affordable housing types for homeless, lower
income, senior and disabled populations (e.g.,
SROs, tiny houses, senior town homes, JADUs
in large homes for aging place, small lot single
family development, nursing care assisted living
and co-housing) 4. See also Program 4.
1. Develop ADU informational materials
and ‘as built’ sample plans to promote the
development of ADUs in the City by FY
23/24. Also include information on fair
housing laws for potential landlords renting
out their ADUs. Monitor the production
and affordability of ADUs annually. Target
for 2 ADUs per year. 2. Update
AHOZ information and materials to
promote development of diverse types of
affordable housing on AHOZ sites to
accommodate all types of households.
Promote the development of special
needs housing on a regular basis when
meeting with developers. Monitor the
number of affordable units to be created
the production and affordability of new
housing units on AHOZ sites annually
3. Prepare appropriate code amendments
by FY 24/25. Monitor the production and
affordability of new housing units based on
these incentives annually. 4. Program 4
has an ongoing timeframe. Monitor the
use of funding sources for the
development of new affordable housing
annually. 5. 35 Housing Units Affordable
to Lower-income and Special Housing
Needs.
See 1.d, 1.e, Programs 2 and 3, and 4.a regarding Pre-Approved ADU Plans, zoning code amendments, Housing Choice Voucher Factsheet, Housing Resources Guide, and Housing Development Newsletter. 185 lower-income units have been issued building permits as of this second year of the 6th RHNA cycle.
7.b.2
1. Continual upkeep of the Median 2 Makeover
(completed in 2021), which was funded by the
City’s Capital Improvement Program (CIP) and
includes Art Deco, off-street parking, bicycle
racks, accent lighting, ample landscaping, and
related amenities. 2. Development of the
Median 3 Civic-theme downtown park to
provide the community with a town plaza,
amphitheater, park and community amenities
3. Development of Community Garden
to grow produce to benefit the Buellton
Community Garden group and community with
open space and community engagement
opportunities
1. Continue to prioritize funding and
projects as part of its CIP and seek
additional funding and other resources
towards community revitalization, such
as neighborhood and infrastructure
improvements, in these targeted areas.
Annually monitor funds received and
utilized and seek opportunities for
additional funding. 2. Outreach and
engage with stakeholders and partners
during Planning Stage by FY 24/25.
Utilize a variety of methods to ensure
transparency, access, and meaningful
input from all segments of the
communities. Monitor progress of
development annually. 3. Engage with
stakeholders, community, and
organization in the planning and
development and provide support for
successful implementation by FY 24/25.
City will diligently implement these
activities, including budgeting, commit to
pursue funding and other resources that
align with these goals. Monitor progress
of development and activities annually
and make adjustments as appropriate.
Upkeep of Median 2 ongoing. Designs for the Median 3 downtown park and plaza are in the works, revised conceptual plans presented at the February 27, 2025 City Council meeting. Improvements are included in the City's CIP, with design and construction budgeted for in FY 2024/2025. The Buellton Community Garden was completed in September 2024 and is open to the community.
7.b.3
1. Implement the Pre-Approved ADU Program,
which is targeted to the low density single-family
areas located in the northeast, northwest, and
southwest areas of the City. The sizes of ADUs were
chosen specifically to fit best on the most parcels
possible in those areas, with characteristics
consistent with previously constructed ADUs within
those areas. 2. Continue to coordinate with the
Santa Barbara County Housing Authority and ADU
landlords to provide information on Housing
Vouchers for future ADU renters, and about their
residential options in areas throughout the City. 3.
Accessibility Improvements: Continue to provide
funding for mobile homes repairs and improvements
through the Mobile Home Repair Program and
explore expanding this to the rest of the community
through CDBG funding. 4. Implement a variety of
strategies, including Programs 1 through 4, and if
necessary to meet RHNA allocation, implement
other programs which may include SB 9, marketing,
JADUs, homesharing (in conjunction with efforts of
HASBARCO or other housing agency), religious,
institutional and publicly owned sites, targeted
funding, rezoning for a variety of housing types (e.g., duplexes to four-plexes) and other strategies.
Conduct an evaluation of the effectiveness of
program by 2027 and make adjustment as
appropriate within 1 year.
1. Two ADUs a year (16 total)
constructed over the planning period in
the targeted areas. 2. Integrate at least
2 units annually for the planning period.
3. Facilitate improvements to 2 homes
per year for the planning period. 4. 35
homes affordable to lower and special
needs households in areas of emphasis.
In 2024, 2 ADUs were submitted and entitled, 2 ADUs were entitled, 1 received building permit, and 2 had final inspections for occupancy approved.
See Programs 1 through 4 on strategies to meet the City's RHNA allocation.
See Program 2 on the Pre-Approved ADU Plans Program. See Program 3 on zoning code amendments for accommodating a variety of housing types. See Program 4.a on the Housing Choice Voucher Factsheet to be included with ADU applications. See Program 5.a on the Mobile Home Repair Program.
7.c Displacement risk for
low-income residents
1. Promote Housing Choice Vouchers (Section
8) offered by the County of Santa Barbara
Housing Authority (HASBARCO) 2. Within
development applications for ADUs and urban
dwellings (SB9), include fair housing
information, especially source of income
protection, (i.e. a landlord cannot reject a
prospective tenant because of the use of public
subsidies for housing payments).
1. Target education and marketing
efforts on Housing Choice Voucher
Assistance program throughout the
community on a yearly basis and place
info on the City’s website by FY 23/24.
Assess with HASBARCO on Buellton
participants of voucher program and
their needs. 2. Update application
materials to include fair housing
information by the end of FY 24/25. 3.
15 households assisted.
See Program 4.a on the Housing Choice Voucher Factsheet, included with all housing development applications, including ADU and SB 9 applications. See Programs 4.a, 6.a, 6.c, and 6.d on the Housing Resources Guide. Polo Village has project-based housing choice vouchers available, and Village Senior Apartments has VASH veterans' vouchers available.
7.c Substandard housing
conditions
1. Add information about City’s Code
Enforcement Service program and the
Emergency Mobile Home Repair Program on
the City’s website for renters and owners. 2.
Work with the Buellton Senior Center and
managers of the two mobile parks in the City to
on an annual basis to inform residents about
the Emergency Mobilehome Repair program.
1. Include information for residents
about the Code Enforcement Service
and Emergency Mobile Home Repair
Program in the Fair Housing Rights
educational campaign, by FY 23/24.
Track participants and engagement of
events, workshops, City internet/ social
media posts. 2. Meet with mobilehome
parks annually.
3. Facilitate the improvement of 2 units
annually. 4. See Programs 5.a and 5.b.
Information for residents on Code Enforcement Services is available on the City's website and featured in the bi-monthly newsletter, the Buellton Buzz, which is sent out with all water bills. The Senior Center, who administers the Mobile Home Repair Program in coordination with the City, conducts targeted outreach once a year for the program, and mentions it every month at their senior dinners. See Program 5.a.
Jurisdiction Buellton ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 02/15/2023 - 02/15/2031
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
Jurisdiction Buellton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 02/15/2023 - 02/15/2031
The description should adequately document
how each unit complies with subsection (c)
of Government Code Section 65583.1+.
For detailed reporting requirements, see the
chcklist here:
Extremely LowIncome+Very LowIncome+
Low-Income+TOTAL UNITS+
Extremely LowIncome+Very LowIncome+
Low-Income+
TOTAL
UNITS+
https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at
[email protected] and we will unlock the form which enable you to populate these fields.
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
Jurisdiction Buellton
Reporting
Period 2024
(Jan. 1 - Dec.
Planning 31)
Period 6th Cycle 02/15/2023 - 02/15/2031 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in
the Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting
Jurisdiction Buellton ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 02/15/2023 - 02/15/2031
Project Type Date
Units
(Beds/Student
Capacity)
Notes
2 3 5 6
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student
Housing)
Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Additional
Beds Created Due
to Density Bonus
Notes
Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report January 2020
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 4
To: The Honorable Mayor and City Council
From: Shannel Zamora, Finance Director
Meeting Date: March 27, 2025
Subject: Monthly Treasurer’s Report – February 28, 2025 ______________________________________________________________________________
BACKGROUND
California Government Code Section 53646(b)(3) provides mandatory investment reporting requirements for California public agencies. The attached Treasurer’s Report complies with the State’s reporting requirement.
On June 13, 2024, Council adopted the current Investment Policy per Resolution 24-18 which states the City Finance Director, as the investment officer, must submit monthly reports to City Council to demonstrate that sufficient cash flow liquidity is available to meet the succeeding month’s estimated expenditures.
This Treasurer’s Report is for February 28, 2025. Treasurer’s Reports are presented on a monthly basis.
FISCAL IMPACT
There is no fiscal impact; this report is intended to show the City Council the financial performance of the City’s investment portfolio of idle funds.
RECOMMENDATION
That the City Council receives and files the Treasurer’s Report for the month ending February 28, 2025.
ATTACHMENTS
Attachment 1 – Monthly Treasurer’s Report – February 28, 2025
[Type text]
A
City of Buellton
Monthly Treasurer’s Report
For the month ending in February 28, 2025
March 27, 2025
This report presents the City’s cash activity and investment portfolio as of February 28, 2025. The report includes:
1) Cash and investments at February 28, 2025 compared to the prior month;
2) A reconciliation of cash and investments to City ledger balances; 3) All investments managed by the City on its own behalf; 4) Beginning of year fund balance, revenues, expenditures and ending fund balance for each fund at February 28, 2025
The following schedule is a summary of the City’s cash and investments based on recorded value as of February 28, 2025 compared with the prior month.
January 31, 2025 February 28, 2025 $ Change
Cash - Pooled $ 7,065,331.30 $ 6,072,203.30 $ (993,128.00) Investments held by the City 18,188,035.62 18,215,225.27 $ 27,189.65 TOTAL CASH AND INVESTMENTS $ 25,253,366.92 $ 24,287,428.57 $ (965,938.35) Summary of activity for the Month and Future Liquidity: The majority of the difference in the recorded value for cash and investments held by the City from last month is mainly due to revenue received from December 2025 sales tax and January 2025 transient occupancy tax offset with payments to the Santa Barbara Sheriff’s Department for November 2024 services through January 2024 police services and construction costs associated with 202 Dairyland Road. The value of investments also changed due to interest earnings on money market fund, Local Agency Investment Fund (LAIF) and Certificate of Deposits (CDs). The portfolio is sufficiently liquid to meet expected expenditures for the coming six months.
City of Buellton
M o n t h l y T r e a s u r e r ’ s R e p o r t
A s o f F e b r u a r y 2 8 , 2025
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The following schedule is a reconciliation of Cash and Investments to City ledger:
14,435,150.85
3,045,407.46
(1,805,615.84)
8,275,628.72
(2,612,995.10)
10,663.95
46,652.17
828,895.53
435,449.59
29,879.39
1,000,933.00
(22,008.96)
615,959.62
-
-
3,428.19
-
24,287,428.57
6,058,950.26
5,694,207.26
13,253.04
3,046,808.08
9,474,209.93
24,287,428.57
999-21000 Wages Payable - -
24,287,428.57
24,287,428.57
24,287,428.57
Per Statements: 2/28/2025
Mechanics General Checking 6,686,779.85
Mechanics Money Market 5,694,207.26
Mechanics FSA 13,253.04
Local Agengcy Investment Fund (LAIF) 9,474,209.93
Multi-Bank Securities Bank 3,046,808.08
Total Cash Per Statement: 24,915,258.16
Claim on Cash vs Total (627,829.59)
Outstanding Items: (627,829.59)
Difference:
Bank Reconciliation - February 2025
City of Buellton, CA
For the Period Ending 2/28/2025
2/1/2025
BALANCE
CURRENT
ACTIVITY
2/28/2025
BALANCE ACCOUNT # ACCOUNT NAME
006-10000 Claim on Pooled Cash (1,805,615.84) -
020-10000 Claim On Pooled Cash 8,165,792.46 109,836.26
CLAIM ON CASH
001-10000 Claim On Pooled Cash 14,922,937.94 (487,787.09) 005-10000 Claim On Pooled Cash 3,051,292.59 (5,885.13)
024-10000 Claim On Pooled Cash 46,614.72 37.45
025-10000 Claim On Pooled Cash 812,965.52 15,930.01
021-10000 Claim on Pooled Cash (2,612,995.10) -
023-10000 Claim On Pooled Cash 10,491.39 172.56
031-10000 Claim On Pooled Cash 920,499.98 80,433.02
032-10001 Claim On Pooled Cash (22,008.96) -
027-10000 Claim On Pooled Cash 436,766.69 (1,317.10)
029-10000 Claim On Pooled Cash 31,378.73 (1,499.34)
091-10000 Claim On Pooled Cash - -
092-10000 Claim On Pooled Cash 669,781.64 (666,353.45)
075-10000 Claim On Pooled Cash 625,465.16 (9,505.54)
090-10000 Claim On Pooled Cash - -
TOTAL CLAIM ON CASH 25,253,366.92 (965,938.35)
CASH IN BANK
Cash in Bank
999-10001 Pooled Cash - General Checking 7,052,749.86 (993,799.60) 999-10004 Pooled Cash - Brokerage 3,039,164.14 7,643.94 999-10005 Pooled Cash - LAIF 9,474,209.93 -
999-10002 Pooled Cash - Money Market 5,674,661.55 19,545.71 999-10003 Pooled Cash - FSA 12,581.44 671.60
DUE TO OTHER FUNDS
999-27000 Due To Other Funds 25,253,366.92 (965,938.35) TOTAL DUE TO OTHER FUNDS 25,253,366.92 (965,938.35)
TOTAL: Cash in Bank 25,253,366.92 (965,938.35)
-
TOTAL: Cash in Bank 25,253,366.92 (965,938.35)
M o n t h l y T r e a s u r e r ’ s R e p o r t
A s o f F e b r u a r y 2 8 , 2025
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City of Buellton
Investment Summary
February 28, 2025
Currently, short-term excess cash is primarily invested in the Local Agency Investment Fund (LAIF) administered by the State Treasurer. This is a high quality investment available in terms of safety, liquidity, and yield. Due to fluctuations in the marketplace, the City may have some investments with a current market value that is greater or less than the recorded value. This difference has no effect on investment yield as the City intends to hold the securities to maturity. However, generally accepted accounting principles require that market gains and losses be reported as interest earnings or losses at year-end.
Percent of
Portfolio Yield
Maturity
Term
(months) Maturity Date Par Value Market Value
Local Agency Investment Fund - LAIF 53.60% 4.62% n/a n/a $ 9,474,209.93 $ 9,474,209.93 State Bk India 1.13% 1.60% 60 4/29/2025 200,000.00 199,074.00 Security Identifier: 856285TF8
Sallie Mae Bank 0.68% 0.80% 60 7/1/2025 120,000.00 118,567.20 Security Identifier: 7954506Q3
Spokane Teachers Credit Union 1.02% 0.80% 60 4/15/2027 180,000.00 181,859.40 Security Identifier: 849061AG1
Third Fed Savings 1.39% 3.50% 60 6/28/2027 245,000.00 240,849.70 Security Identifier: 88413QDL9
Morgan Stanley Bank 0.59% 3.75% 60 6/28/2027 104,000.00 102,805.04 Security Identifier: 61773TFC2
Capital One Bank 1.38% 3.75% 60 9/30/2027 244,000.00 244,153.72 Security Identifier: 14042RURO
Hickam Federal Credit Union 0.57% 3.75% 48 1/31/2028 100,000.00 99,821.00 Security Identifier: 42869GAB2
Global Federal Credit Union 1.41% 4.60% 60 4/17/2028 249,000.00 251,432.73 Security Identifier: 37892MAC8
Optum Bk Draper Utah CTF Dep 0.91% 4.45% 60 12/22/2028 160,000.00 160,945.60 Security Identifier: 68405VBV0
First Foundation Bank 0.57% 4.60% 60 5/10/2029 100,000.00 101,237.00 Security Identifier: 68405VBV0
Leaders Credit Union 0.57% 4.00% 60 8/30/2029 100,000.00 98,906.00 Security Identifier: 52171MAN5
United States Treasury Bill 6.22% 4.18% 6 5/24/2025 1,100,000.00 1,088,824.00 Security Identifier: 912797NN3
United States Treasury Bill 0.57% 4.38% 60 12/31/2029 100,000.00 101,477.00 Security Identifier: 91282CMD0
Multi-Securities Bank - Cash in Holding 56,855.69
Money Market (Held with Mechanics Bank) 29.42% 4.58% n/a 5,200,000.00 5,694,207.26 Total City Investments 100.00% $ 17,676,209.93 $ 18,215,225.27 Average Yield:3.56% Average Maturity (months): 54.92
Certificates of Deposits (Held with Multi-Securities Bank) U.S. Treasury Securities (Held with Multi-Securities Bank)
M o n t h l y T r e a s u r e r ’ s R e p o r t
A s o f F e b r u a r y 2 8 , 2025
P a g e | 4
The following is a fund balance schedule showing beginning fund balance at July 1, 2024 plus revenues minus expenditures for the period, resulting in ending fund balance at February 28, 2025. Fund balance includes total assets and liabilities of the City.
As required by Government Code Section 53646 (b) (3), the chief financial officer for the City declares that there is sufficient funds to meet all obligations for the next six months.
Shannel Zamora
Shannel Zamora
Finance Director
Total Expenses February 28, 2025
Balance
6,608,144.39 8,368,566.18 13,643,717.47
860,552.35 1,156,271.93 2,354,109.85
006 - Wastewater Capital 268,300.40 14,405.06 658,021.72 020 - Water Fund 1,965,191.26 1,870,996.90 9,862,027.37 021 - Water Capital 223,293.00 126,862.96 324,725.50
430.45 1,300.00 10,647.92
8,615.13 - 46,599.30
187,283.09 113,319.80 812,823.21
027 - Local Transportation Fund 10,351.63 13,333.28 434,939.34 029 - Transportation Planning 487.91 24,868.31 (126,777.15) 031 - Measure A 242,127.99 46,475.28 1,002,011.09
032 - American Relief Act Fund 268,035.48 324,115.11 (22,624.20) 075 - Trust & Agency Fund 9,335.47 - 34,332.53
090 - Long-Term Debt - - (3,479,492.98)
091 - General Fixed Assets - - 27,711,206.52
2,483,685.83
14,694,462.60 53,116,005.53
27,711,206.52
092 - Capital Improvement Proj Fund - 2,633,947.79 (150,261.96) 54,674,633.75 13,135,834.38
437,920.99
(102,396.75)
806,358.38
33,455.43
24,997.06
(3,479,492.98)
228,295.46
023 - Housing Fees 11,517.47
024 - Traffic Mitigation Fund 37,984.17
025 - Gas Tax Fund 738,859.92
001 - General Fund 15,404,139.26
005 - Sewer Fund 2,649,829.43
404,126.38
9,767,833.01
Fund Balance Report
City of Buellton, CA 2/28/2025
Fund July 1, 2024
Balance
Total Revenues
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 5
To: The Honorable Mayor and City Council
From: Shannel Zamora, Finance Director
Meeting Date: March 27, 2025
Subject: Resolution No. 25-10– “A Resolution of the City Council of the City of Buellton, California, Authorizing the Filing of a Claim with the Santa Barbara County Association of Governments for Allocation of Transportation Development Act Funds for Fiscal Year 2025-26” ______________________________________________________________________________
BACKGROUND
Resolution No. 25-10 authorizes the filing of a claim with the Santa Barbara County Association of Governments (SBCAG) for the City’s allocation of Transportation Development Act (TDA) funds for Fiscal Year 2025-26. Two funds have been created by the TDA, the Local Transportation Fund (LTF) and the State Transit Assistance Fund (STA). LTF money received by each local government must first be used to fund public transit needs that can be reasonably met. These needs are determined through a public hearing. Buellton’s public hearing was held earlier this year as part of a single meeting of the combined North County Agencies (Attachment 2). At that hearing, it was determined that Buellton’s need for public transit was being met by the Santa Ynez Valley Transit system, which is administered by the City of Solvang. In accordance with the Act, we must continue to fund our share of its operation and must also provide funding for regional planning and pedestrian bikeway facilities.
STA funds are generated from the statewide sales tax on motor vehicle fuel. Funding can only be used for mass transportation and transportation planning purposes. SBCAG advises claimants of FY 2025-26 STA apportionment in the fall and request that claimants file a revised TDA claim.
Buellton’s maximum LTF apportionment for Fiscal Year 2025-26 is $277,574. Amounts for Regional Transportation Planning of $8,161 and for Pedestrian and Bikeway Facilities of $5,551 have been determined by the Santa Barbara County Association of Governments.
Therefore, Buellton’s share of TDA funds available for transit for the Fiscal Year is $263,862.
Resolution No. 25-10 Page 2 March 27, 2025
The projected budget for the Santa Ynez Valley Transit system is prepared by the City of Solvang, the administrator of transit operations, and includes the City’s portion of transit service cost based on Buellton’s 33.00 percent share of the ridership (Attachment 3). The amount budgeted as Buellton’s portion for fiscal year 2025-26 is $263,862 which will be released to the City of Solvang.
The TDA claim is as follows:
Regional Transportation Planning: $8,161
Pedestrian and Bikeway Facilities: 5,551
TOTAL TDA CLAIM $13,712
The Local Transportation Fund apportionment will be distributed as follows:
Maximum Apportionment for 2025-26 $277,574
Less Total TDA Claim 13,712
Amount to be released to City of Solvang $263,862
FISCAL IMPACT
The City will receive $277,574 as its maximum apportionment for Fiscal Year 2025-26, $263,862 of which will be paid directly to the City of Solvang for operation of the transit system.
RECOMMENDATION
That the City Council consider adoption of Resolution No. 25-10 - “A Resolution of the City Council of the City of Buellton, California, Authorizing the Filing of a Claim with the Santa Barbara County Association of Governments for Allocation of Transportation Development Act Funds for Fiscal Year 2025-26”
ATTACHMENTS
Resolution No. 25-10
Attachment 1 - TDA Claim for FY 2025-26
Attachment 2 - Transportation Development Act Local Transportation Fund (LTF) Apportionments for FY 2025-26
Attachment 3 – Santa Ynez Valley Transit Ridership Statistics (March 2024 February 2025)
RESOLUTION NO. 25-10
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF BUELLTON, CALIFORNIA, AUTHORIZING THE
FILING OF A CLAIM WITH THE SANTA BARBARA
COUNTY ASSOCIATION OF GOVERNMENTS FOR
ALLOCATION OF TRANSPORTATION DEVELOPMENT
ACT FUNDS FOR FISCAL YEAR 2025-26
I. RECITALS:
A. The Transportation Development Act, as amended, Public Utilities Code Section 99200, et seq. (hereafter, the “TDA”), provides for the allocation of funds from the Local Transportation Fund and the State Transit Assistance Fund, for use by eligible claimants for various transportation purposes; and
B. Pursuant to the provisions of the TDA, as amended, and pursuant to the applicable rules and regulations thereunder set forth in Title 21 California Code of Regulations Section 6600, et seq., (the “Regulations”), a prospective claimant wishing to receive an allocation from the Local Transportation Fund or the State Transit Assistance Fund (hereinafter “STA”) shall file its claim with the Santa Barbara County Association of Governments.
II. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF BUELLTON DOES HEREBY RESOLVE AS FOLLOWS:
A. The City Manager, or designated representative, is hereby authorized and shall execute and file an appropriate claim pursuant to the terms of the TDA and the Regulations, together with all necessary supporting documents, with the Santa Barbara County Association of Governments for an allocation of TDA funds for the Fiscal Year 2025-
26. B. That the authorized claim includes $8,161 for regional transportation planning, $5,551 for pedestrian and bicycle facilities, $263,862 for transit or paratransit purposes, plus STA funds to be allocated for mass transportation or local transportation planning.
C. A certified copy of this Resolution shall be transmitted to the Santa Barbara County Association of Governments in conjunction with the filing of the claim authorized hereby.
Resolution No. 25-10 Page 2 March 27, 2025
D. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED and ADOPTED this 27th day of March, 2025. _________________________________
David Silva
Mayor
ATTEST:
__________________________________
Linda Reid
City Clerk
Transportation Development Act
CLAIM FORMS
Fiscal Year 2025-26
\\fileserver\Users\Finance Director\Accounting\TDA\SBCAG-TDA-Claim-Forms-25-26
Line
1 Project Year (FY)
2 Claimant
3 Address
4 Contact Person Title
5 Telephone Number
6 The above named claimant hereby applies for allocations of Transportation Development Act funds for FY 2025-26 for the purposes and in the amount(s) specified below:
Apportionment Claimed
7 $ 8,161.00 $ 8,161.00
less amount released to SBCAG minus $ 8,161.00
8 Pedestrian & Bikeway Facilities (PUC 99234) $ 5,551.00 $ 5,551.00 9 Articles 4 & 8: $ 263,862.00
less amounts released to:
10 minus $ 263,862.00
11 minus
minus
minus
minus
minus
plus amounts released from:
13 plus
14 plus
15 plus
16 Article 4 Transit (PUC 99260) $ -
17 Article 4.5 Community Transit (PUC 99275) $ -
18 Article 8a Streets & Roads (PUC 99400a)
19 Article 8c Transit Contracts (PUC 99400c)
20 TOTAL LTF $ 277,574.00 $ 5,551.00
21 Amount to be held in reserve (CCR 6648)
By Claimant By SBCAG
DOCUMENT A (Instructions on pages 4-3 and 4-4)
TRANSPORTATION DEVELOPMENT ACT CLAIM FORM
(All claimants must complete this document)
Purpose
Local Transportation Fund
City of Solvang
2025-26
City of Buellton
Scott Wolfe City Manager
805-686-0137
107 West Highway 246, PO BOX 1819, Buellton, CA 93427
Regional Transportation Planning
(PUC 99262 & 99402)
DOCUMENT A (Continued)
22 Transportation Planning
23 Mass Transportation
24 TOTAL STA $ -
25 TOTAL TRANSPORTATION DEVELOPMENT ACT CLAIM $ 5,551.00 (add lines 20 and 24)
26 By:
27 Title:
28 Date:
29 Signed:
30 Name:
31 Title:
Reference: CCR Section 6630
State Transit Assistance
3/27/2025
Shannel Zamora
Finance Director
I hereby attest to the reasonableness and accuracy of the financial statements included in Documents C, D, F, and G. (Sec. 6632)
City Manager
Claimant acknowledges that payment by the County Auditor of an allocation made by the Association of Governments is subject to such monies being on hand and available for distribution and to the provision that such moneys be used only in accordance with the terms of the allocation instruction issued by the Association of Governments
ARTICLE 3 BIKE/PED CLAIMS [Cities and County]
List the corresponding RTP project and/or page numbers.
List the corresponding local bicycle plan project and/or page numbers.
ARTICLE 4 TRANSIT CLAIMS [COLT, Guadalupe, SBMTD, SMAT, and SYVT] List the corresponding RTP project and/or page numbers.
Complete sections for every article under which you are claiming TDA funds.
Describe how you plan to use LTF Article 4 Transit funds. Include, as applicable, type of project, construction start date, expected date of opening.
These funds will be utilized towards design and construction of Bike and Pedestrian facilities as identified and prioritized in the City's Adopted Bicycle Master Plan (2012). Monies will be accrued until the totals are sufficient to suport projects.
The City of Buellton's Bike and Pedestrian Master Plan adopted January 2012. Pages 28-38 lists the proposed bike and pedestrian paths.
DOCUMENT E (Instructions on page 4-9)
PROJECT DESCRIPTION & REGIONAL TRANSPORTATION PLAN CONFORMITY (All claimants must complete this document)
Describe how you plan to use LTF Article 3 Bike/Ped funds. Include, as applicable, location, type of bike facility, length of project (if bike lane), construction start date, and expected date of opening.
ARTICLE 4.5 COMMUNITY TRANSIT SERVICES CLAIMS [Easy Lift and SMOOTH] List the corresponding RTP project and/or page numbers.
ARTICLE 8(c) TRANSIT CLAIMS [County only]
List the corresponding RTP project and/or page numbers.
ARTICLE 8(a) STREETS AND ROADS CLAIMS [Cities and County, if applicable] Describe how you plan to use LTF Article 4.5 CTSA funds. Include, as applicable, type of project, construction start date, expected date of opening.
Describe how you plan to use LTF Article 8 Transit funds. Include, as applicable, type of project, construction start date, expected date of opening.
Describe how you plan to use LTF Article 8 Streets/Roads funds. Include, as applicable, type of project, construction start date, expected date of opening.
Reference: CCR Section 6651
Funds will be transferred to City of Solvang
DOCUMENT H (Continued)
(Instructions on page 4-15)
N/A 1)
N/A 2)
N/A 3)
N/A 4)
N/A 5)
N/A 6)
SZ 7)
8) Claimant certifies that (initial one):
Claimant certifies it has submitted a satisfactory, independent fiscal audit, with required certification statement, to SBCAG and to the State Controller, pursuant to PUC 99245 and 21 CCR 6664, for the prior fiscal year (project year minus two). Claimant also assures this audit requirement will be completed for the current fiscal year (project year minus one).
DOCUMENT H (Instructions on page 4-14)
STANDARD ASSURANCES FOR APPLICANTS – LTF
(All claimants must complete this document)
CLAIMANT ASSURANCES: Initial Each Section or Indicate N/A.
Claimant certifies that it maintain for the project year the ratio of fare revenues and local funds to operating cost at least equal to the ratios adopted by SBCAG (SBCAG Resolution 10-35, SBCAG Resolution 14-34 for City of Lompoc).
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Claimant that received an allocation of LTF funds for an extension of service pursuant to PUC 99268.8/CCR 6619.1 certifies that it will file a report of these services pursuant to CCR 6633.8b within 90 days after the close of the fiscal year in which that allocation was granted.
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Claimant filing a claim for TDA funds for capital intensive projects certifies that it has made every effort to obtain federal funding pursuant to PUC 99268.7 and/or CCR 6754(a)(3).
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Date of submittal to State Controller:
Date of submittal to SBCAG:
Applies to SBMTD, Easy Lift, and SMOOTH. SBCAG contracts for and submits fiscal audits for all other TDA claimants.
Claimant certifies that, per SBCAG Resolution 90-1, no more than 50% of the CTSA’s operating budget for the year came from LTF. Claimant also certifies that its fiscal audit contains verification of this limitation (e.g., “[Easy Lift/SMOOTH] is [not] in compliance with requirement, per SBCAG Resolution 90-1, that no more than 50% of [Easy Lift’s/SMOOTH’s] operating budget for the year came from Local Transportation Funds.”).
Applies to Article 4.5 (CTSAs)
Claimant certifies it has submitted an annual report, documenting agency operations, in conformance with the uniform system of accounts and records, to SBCAG and to the State Controller, pursuant to PUC 99243, for the prior year (project year minus two). Claimant assures this report will be audited by an independent CPA. Claimant also assures this report will be completed for the current fiscal year (project year minus one).
Date of submittal to State Controller:
Date of submittal to SBCAG:
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Claimant certifies it has submitted an annual report, regarding expenditure of funds received, to the State Controller, pursuant to 21 CCR 6665, for the prior year (project year minus two).
Claimant assures this report will be audited by an independent CPA. Claimant also assures this report will be completed for the current fiscal year (project year minus one).
Date of submittal to State Controller: 1-Dec-24
Applies to Articles 3 (bike/ped) and 8 (streets/roads)
DOCUMENT H (Continued)
(Instructions on page 4-15)
N/A a)
N/A b)
N/A c)
N/A 9)
N/A 10)
ATTACHMENTS MAY BE REQUIRED
Statement:
N/A 11)
N/A 12)
N/A 13)
N/A 14)
ATTACHMENTS REQUIRED
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Applies to Articles 4 (transit) and 8 (transit)
Claimant certifies that attached is certification from the Department of California Highway Patrol (CHP), completed within the last 13 months, that indicates the operator is in compliance with Section 1808.1 of the Vehicle Code. Section 1808.1 of the Vehicle Code requires, among other things, that operators participate in a pull notice system for obtaining current driver records from the Department of Motor Vehicles.
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit)
ATTACHMENTS REQUIRED
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Claimant certifies it is in compliance with PUC 99155: if it offers reduced fares to seniors, it offers the same reduced rate to disabled persons, handicapped persons, and disabled veterans, and it honors the federal Medicare card for identification to receive reduced fares. the current cost of its retirement system is fully funded with respect to the officers and employees of its public transportation system (PUC 99271(a)); or
Claimant certifies it is in compliance with PUC 99155.5: dial-a-ride and paratransit services are accessible to handicapped persons and the service is provided to persons without regard to vehicle ownership and place of residence.
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Claimants that contract with another entity or entities for transit service certify that a copy of the contract negotiated with that entity is attached , pursuant to CCR 6630. the operator is implementing a plan approved by SBCAG which will fully fund the retirement system for such officers and employees within 40 years (PUC 99271(a)); or the operator has a private pension plan which sets aside and invests, on a current basis, funds sufficient to provide for the payment of future pension benefits and which is fully compliant with the requirements stated in PUC 99272 and 99273.
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit) Claimant certifies that, pursuant to PUC 99264, it does not routinely staff, with two or more persons, a vehicle for public transportation purposes designed to be operated by one person.
Claimant certifies that the transit operator’s operating budget has not increased more than 15% over the preceding year, and does not include a substantial increase or decrease in scope of operations or capital budget provisions for major new fixed facilities. If the budget does include such changes, documentation is attached that identifies and substantiates the reason and need for the changes, pursuant to PUC 99266, CCR 6632(b). E.g., if there is a substantial change between the capital expenditures proposed in this claim and those described in the claimant’s Short Range Transit Plan (SRTP) or Transit Development Program (TDP), the claimant must provide a statement that substantiates the need for this change. If the claimant has neither a SRTP nor a TDP, the claimant must provide a statement that describes the need for the proposed capital expenditure.
Applies to Articles 4 (transit), 4.5 (CTSAs), and 8 (transit)
DOCUMENT H (Continued)
(Instructions on page 4-15)
N/A 15) Claimant certifies that, per SBCAG Resolution 90-1, attached to this claim is an operations plan and budget that describes existing and proposed service, and report on progress of coordination and consolidation objectives.
ATTACHMENTS REQUIRED
Applies to Article 4.5 (CTSAs)
DOCUMENT H (Continued)
(Instructions on page 4-15)
N/A 16)
N/A 17)
N/A 18)
ATTACHMENTS MAY BE REQUIRED
N/A 19)
Signature:
Name:
Title:
Date:
City Manager
Scott Wolfe
3/27/2025
The undersigned (must be the individual named in the authorizing resolution) hereby certifies that the above statements are true and correct.
Claimant certifies that pusuant to CCR § 6633 and PUC § 99268(c) it shall maintain farebox ratios in providing transit services as follows: Urbanized 20%, Non-Urbanized and ADA 10% Applies to Article 8 (streets/roads)
Claimant certifies that, per SBCAG Resolution 90-1, it has attached an agreement to indemnify and hold harmless SBCAG from any claims, judgments or liabilities against the claimant.
Claimant certifies it has also attached proof of insurance coverage , with limits of general liability to be specified.
ATTACHMENTS REQUIRED
Applies to Article 4.5 (CTSAs)
Claimant certifies that in its TDA claim, not less than 5% of the amount claimed under Article 4 will be expended for demand-response service for the elderly and individuals with disabilities, per SBCAG Resolution 90-1.
Applies to Articles 4 (transit) in service areas without a designated CTSA [COLT, SYVT] If SBCAG has found that there are unmet transit needs that are reasonable to meet within its jurisdiction, the claimant certifies it has attached a summary of the actions it plans to take to meet the needs.
Article 3 Article 4 Article 4.5 Article 8(a) Article 8(c) Bike/ Ped Transit Community
Transit
Streets &
Roads
Transit Claimant:
Cities
and
County
COLT, Guad.,
SBMTD,
SMAT, SYVT
CTSAs: Easy Lift
and SMOOTH
Cities and
County County
X X X X X
X X X X X
X X X
X X X Part A Proposed Operating Budget
X X X Part B Proposed Capital Budget
X X X X X
X X X
X X G.1 Fixed Route
X (not SBMTD) X G.2 Demand Response
X (not SBMTD) G.3 Systemwide (combined)
SBMTD Only X H.1 Fiscal Audit
X H.2 LTF ≤ 50% of CTSA's operating budget
X X X H.3 State Controller Annual Report **
X X H.4 State Controller Annual Report **
X X X H.5 Retirement System Funding
X X X H.6 Staffing of Vehicles
X X X H.7 Budget Increase *
X X X H.8 CHP Certification **
X X X H.9 Fares for Senior and Disabled
X X X H.10 Accessibility to Disabled
X X H.11 Contract for Transit Services **
X H.12 Operations Plan and Budget **
X H.13 Indemnify, Hold Harmless; Insurance **
COLT & SYVT
Only H.14 5% Demand Response
X H.15 Unmet Needs *
*attachments may be required
**attachments required
Name: Shannel Zamora
Title: Finance Director
E-mail [email protected]
Phone: 805-686-0137
I hereby certify that I have completed all forms necessary to comply with the requirements of the Transportation
Development Act.
Submitted by:
Document A: Claim Form
Document B: Resolution
Date:
Signature:
3/27/2025
Document H: Standard Assurances
REQUIRED FORMS CHECKLIST
Document Name
Document C: Productivity Improvement
Document D: Fiscal Reporting
Document E: Project Description & RTP Conformity
Document F: Maximum Transit Allocation
Document G: Fare and Local Support Ratios
STAFF REPORT
Technical Transportation Advisory Committee (TTAC)
MEETING DATE: March 6, 2025
STAFF CONTACT: Maya Kulkarni, SBCAG
SUBJECT: TRANSPORTATION DEVELOPMENT ACT - LOCAL TRANSPORTATION FUND
ATTACHMENTS: Attachment A - FY 25-26 LTF Initial Apportionment Attachment B - Important Dates
RECOMMENDATION:
Recommend that the SBCAG Board approve the Local Transportation Fund apportionments and prepare the required forms to claim the apportionments for fiscal year 2025-26.
DISCUSSION:
Attachment A includes the proposed Transportation Development Act Local Transportation Fund (LTF) apportionments for the upcoming fiscal year (FY 2025/26). LTF revenues are generated from ¼ cent of the state sales tax generated in our region and are apportioned among the local agencies based on population. The recommended apportionments for individual claimants are distributed using the Department of Finance population estimates as of January 2024.
Under California Code of Regulation, Title 21, Section 6620, the County Auditor-Controller is tasked with providing us with an estimate of the ¼ cent sales tax to be generated in a given fiscal year.
SBCAG uses the estimate provided by the County Auditor-Controller to apportion these funds each year. For FY 2025/26, the County Auditor has estimated that $24,975,418 in LTF funds will be available for allocation.
LTF revenues can be used for public transit, paratransit, pedestrian and bikeway projects, transportation planning, and, under certain circumstances, for street and road purposes. The estimated apportionments to each jurisdiction and their uses are detailed in Attachment A. Local agencies must submit claims for these funds using the attached apportionments. A summary of important dates for LTF claimants is also included in Attachment B.
The TDA manual and associated forms, which you can reference when completing your LTF claim, are on the SBCAG website at Policies & Budget - SBCAG.
Claims must be submitted to Maya Kulkarni at SBCAG no later than April 4, 2025.
% Bike & Ped. Planning
of Total Maximum Funds Funds Article 4.5
CLAIMANTS Population 1 Population Apportionment 2 (2%) (3%) (5%) Buellton 4,970 1.1203206% $277,574 $5,551 $8,161 $263,862 Guadalupe 8,676 1.9557146% 484,554 9,691 14,246 437,586 4 Lompoc 43,610 9.8304191% 2,435,616 48,712 71,607 2,315,297 Santa Maria 110,608 24.9328822% 6,177,450 123,549 181,617 5,578,670 4 Solvang 5,663 1.2765344% 316,278 6,326 9,299 300,653
SB County (Unincorp. 65,330 14.7263605% 3,648,650 72,973 107,270 3,375,279 4 North County)
SMOOTH (S. M. Valley CTSA) $409,773
So. Co. Claimants 204,766 46.1577685% 11,436,196 228,724 336,224 543,562 10,327,686 (See Below)
Total: 443,623 100.0000000% $24,776,318 3 $495,526 $728,424 $953,335 $22,599,033
SOUTH COUNTY
CLAIMANTS
SBMTD 204,766 $10,663,910 $336,224 $10,327,686
Easy Lift 543,562 $543,562
Carpinteria 12,744 2.8727095% 14,235 $14,235
Goleta 32,515 7.3294216% 36,319 36,319
Santa Barbara City 85,679 19.3134711% 95,703 95,703
SB County (Unincorp. 73,828 16.6421663% 82,466 82,466
South County)
Total: 204,766 46.1577685% $11,436,196 $228,724 $336,224 $543,562 $10,327,686 1 January 2024 Department of Finance figures.
2 TDA revenue estimates from County Auditor-Controller, February 2025 3 (a,b,c) Per PUC section 99233.1 allocation has been reduced by (a) $193,700 for administration, (b) $5,400 for SBCTAC stipends (Estimate $24,975,418-193,700-5,400=$24,776,318) 4 Adjusted to provide funding for SMOOTH (Santa Maria Valley CTSA).
Transportation Development Act
Local Transportation Fund (LTF)
Initial Apportionments Fiscal Year 2025-26
4 & 8
for Articles
Available
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Santa Ynez Valley Transit Ridership Statistics, March 2024 through February 2025 Route Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 TOTAL % Total Fixed-route 4,432 4,188 4,330 4,215 4,135 4,588 3,967 4,349 3,443 3,672 3,499 3,128 47,946 95% Dial-A-Ride 219 245 212 204 247 190 188 175 143 156 157 214 2,350 5% Total 4,651 4,433 4,542 4,419 4,382 4,778 4,155 4,524 3,586 3,828 3,656 3,342 50,296 100% Buellton 1,451.00 1,430.00 1,529.00 1,525.00 1,507.00 1,693.00 1,384.00 1,397.00 1,160.00 1,277.00 1,162.00 1,179.00 16,694 33% Solvang 2,385.00 2,155.00 2,143.00 2,183.00 2,133.00 2,294.00 2,034.00 2,268.00 1,813.00 1,883.00 1,817.00 1,508.00 24,616 49% County 600 694 760 655 595 808 746 780 658 685 704 604 8,289 16% Breakdown by Community
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 6
To: The Honorable Mayor and City Council
From: Andrea Keefer, Planning Director
Meeting Date: March 27, 2025
Subject: Approval of CAPSLO Home Rehabilitation Program – CDBG Fund Allocation
______________________________________________________________________________
BACKGROUND
The City has an existing Mobile Home Repair Program that has been included in the General Fund budget for many years. The City currently allocates $3,000 per year to fund needed repairs to mobile homes in the two mobile home parks within the City. Program
5.a. of the City’s 6th Cycle Housing Element aims to expand this type of service in Buellton by making home repair resources available to the broader community, beyond mobile homes. Program 5.a. indicates that the City will explore funding resources for the rehabilitation of special needs housing; including accessibility improvements and general home repairs to homes of very-low and low-income qualified households. Further, the program calls for Staff and City Council to establish a program for the rehabilitation of such housing units; either through state funding resources or alternative rehabilitation strategies.
The City participates in the County’s Community Development Block Grant (CDBG) funding program; through which Buellton receives an annual sub-allocation of the larger county-wide pool, in order to provide funding resources to the community for housing and community development-related projects. This funding source typically averages around $30,000 per year in Buellton, with the option to “bank” funds for up to two years.
Historically, Buellton has utilized CDBG funds on a few occasions to fund improvements to public buildings and facilities throughout the City. However, these funds can be utilized for a variety of projects, including both public and private improvements. If the City does not utilize these funds, they are put back into the funding pool for other county-wide projects and programs.
A potential opportunity to utilize the City’s sub-allocation is available through a partnership with Community Action Partnership of San Luis Obispo County (CAPSLO), which would create a home rehabilitation program that would serve income-qualified households in Buellton (Attachment 1 – CAPSLO Proposal). Buellton’s program would be under the umbrella of the CAPSLO County-wide home repair program. The City’s average
CAPSLO Program Page 2 March 27, 2025
annual sub-allocation of CDBG funds of around $30,000 would be set aside for Fiscal Year 2025/2026 to use for this program in Buellton. The program, which would be administered and managed through Santa Barbara County, would fund home rehabilitation and accessibility improvements to very-low and low-income qualified households in Buellton.
The County would directly enter into a contract with CAPSLO and the project funding, tracking, maintenance of client database, reporting and NEPA compliance would be fully administered by the County. The contract would be for Fiscal Year 2025/2026, with allocation of future funds to be considered on an annual basis. Should City Council choose to move forward for Fiscal Year 2025/2026, staff would bring this matter back before the City Council next year for consideration for future years.
Additionally, the goal would be to fold the existing Mobile Home Repair Program into the CAPSLO program, thereby expanding the program to the larger community, resulting in a cost savings to the City, and eliminating the administrative burden on City Staff and Santa Ynez Valley Community Outreach to administer the program.
Further, by participating in the CAPSLO Home Rehabilitation Program, the City would be implementing the intent of Housing Element Program 5.a., with the goal of improving existing local housing stock, allowing existing homeowners who may qualify to remain in their existing homes.
FISCAL IMPACT
The fiscal impact to the City associated with this program would be a net savings of $3,000 per fiscal year due to the elimination of the City’s current Mobile Home Repair Program.
The County of Santa Barbara would contract directly with CAPSLO for the administration of the program with project funding paid for through the City’s CDBG allocation, and therefore would not require any additional City budgetary considerations.
RECOMMENDATION
That the City Council authorize Buellton’s CDBG funds to be allocated by the County of Santa Barbara for Fiscal Year 2025/2026 for purposes of implementing the CAPSLO Home Rehabilitation Program.
ATTACHMENTS
Attachment 1 – CAPSLO Proposal
Proposal
City of Buellton
Community Development Block Grant Funds - 2025
Project Name: Home Rehabilitation Program
Total CDBG Funds Requested: $75,000
Implementer: CAPSLO Home & Energy Services Division
Agency Information:
Community Action Partnership of San Luis Obispo County, Inc. www.capslo.org 1030 Southwood Drive 805 544-4355
San Luis Obispo, CA 93401
Project Management Team:
Primary Contact: Jim McNamara, Director of Home & Energy Services, RME on CSLB license #623259 Elizabeth “Biz” Steinberg, Chief Executive Officer
Lawren Ramos, Community Services Program Director
CAPSLO Mission Statement:
The Community Action Partnership of San Luis Obispo County addresses the causes of poverty by empowering low- income individuals and families to achieve self-sufficiency through a wide array of community-based collaborations and programs.
CAPSLO Description and Background:
Established in 1965 as a public benefit, nonprofit Community Action Agency, Community Action Partnership of San Luis Obispo County, Inc., (CAPSLO) is comprised of six divisions and 28 programs.
These divisions and programs are supported by internal administrative services with eight departments and three employee engagement committees that provide a strong infrastructure. CAPSLO serves over 30,400 economically disadvantaged individuals and close to 10,000 families throughout 11 California counties annually. Community needs are determined by a comprehensive needs assessment conducted
biennially, and a Community Action Plan and Strategic Plan are formed to respond to the population’s needs. CAPSLO’s clients cross the age spectrum from 0-65+, with 74% identifying as Hispanic ethnicity.
Programs include: homeless services, including a day/night shelter; Veteran housing services; adult day services for adults with dementia -related conditions; family advocacy services, including parenting education and case management for pregnant and parenting teens; utility assistance, home weatherization, and minor home repair services; early education and child care (i.e., Head Start); child care referrals, subsidized payments, and provider trainings; and health services, including reproductive health clinics, teen wellness and prevention programs, and tattoo removal services.
CAPSLO's Home & Energy Services Division, has provided weatherization, and energy conservation programs for the county since 1978, with the Minor Home Repair program added in 1995. CAPSLO is a licensed general contractor (#623259). Work provided under this program would be performed by staff that have experience in various phases of construction using existing vehicles, tools, equipment, and storage space for materials.
Project Description:
The Home Rehabilitation Program would be modeled after our existing Minor Home Repair and Home Modification Programs that the agency has operated under contracts with the Area Agency on Aging, the City of Santa Maria, City of Pismo Beach, County of San Luis Obispo and various other local governments over the past 30 years.
The goal is to provide home rehabilitation and accessibility improvements to up to 20 low-income households in the City of Buellton in a 12-month period. The primary objective of the Home Repair Program is to help lower income and vulnerable individuals remain in their own homes. As people age and, in some cases, become disabled or are faced with mobility challenges, access to their home or the ability to access and use a bathroom become critical problems. By providing essential accessibility improvements and/or home repairs and rehabilitation, the program allows people to remain in the homes. Other individuals face lack of heating, hot water or lack of resources to make carpentry, drywall and plumbing repairs. By providing those essential repairs, program beneficiaries are able to remain in homes in living situations that are safe and healthy.
Each participating household must complete an intake application and provide documentation of income and home ownership. CAPSLO will then send a technician to the home to perform and assessment and develop a cost estimate. At this point the project would be submitted to Buellton staff for review and approval, after which the agency would seek building permits if needed and then proceed with construction work. Completed projects would be reported and invoiced on a quarterly basis.
CAPSLO’s Home & Energy Division operates out of its San Luis Obispo office and warehouse with a team of 28 staff members, including outreach, administrative and technical personnel, working with a fleet of 10 work vehicles. The division currently provides services throughout Northern Santa Barbara County and San Luis Obispo County and reaches Monterey and Santa Cruz Counties from its Salinas location.
Project Timeline
Outreach and Intake: 1 to 3 months. This includes reaching out to low-income community members, promoting the services to local non-profits, social service agencies, senior cente3rs and mobile home parks.
Individual Project Development: Ongoing during the first 6 months. Completion of intake applications, verification of eligibility, assessment and estimates and project approvals.
Construction Work: 2-12 months. Schedule and complete home rehabilitation projects.
Reporting and Invoicing: Quarterly within 30 days of end of each quarter
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 7
To: The Honorable Mayor and City Council
From: Scott Wolfe, City Manager
Meeting Date: March 27, 2025
Subject: Deep Dive: Discussion Regarding Policy on Speed Humps and Other Traffic Calming Measures on Public Roads
______________________________________________________________________________
BACKGROUND
City Council members have recently received requests from residents for the installation of speed humps in various neighborhoods across the City. In response to these requests the City Council directed staff to return with a “Deep Dive” discussion of speed humps and other traffic calming measures so that the Council might decide whether to consider adopting a policy for the installation of speed humps. This agenda item is not intended to enable the City Council to make a decision on such a policy, but to discuss whether such a policy is desired. If such a policy is desired, then staff will return with a staff report outlining a draft policy for the City Council to consider.
To avoid confusion, terminology should be clarified. Many people use the terms “speed hump” and “speed bump” interchangeably. There is a distinction between the two, which is shown in Attachment 1. This distinction is important in that speed BUMPS are not appropriately used on public roadways, while speed HUMPS do have acceptable use on public roadways that meet certain conditions. However, it should be stated up front that staff generally does not favor the use of speed humps, except in very specific situations, and that this feeling has, in the past, been shared by emergency services providers (Sheriff, Fire, and EMS) as well as the California Joint Powers Insurance Authority.
On February 27, 2014, September 25, 2014, and January 24, 2019, the City Council reviewed and discussed the potential for a speed hump policy on public roads. During each of these meetings, the City Council decided to table the matter, effectively declining to take any action on the issue given a general feeling that the installation of speed humps was likely to cause more problems that it would solve in most instances.
The City of Buellton currently has no formal written policy for consideration of speed humps. This is the case with most cities within Santa Barbara County. Within Santa Barbara County, only 2 agencies have written formal policies as of 2019: the County of Santa Barbara and the City of Solvang. This appears to still be the case, but not all agencies
Deep Dive: Speed Humps Page 2 March 27, 2025
have responded to a recent inquiry. As of 2019, the City of Lompoc did not have a formal policy or standards and had previously installed speed humps in one residential neighborhood. However, at that time Lompoc city staff indicated that they would not recommend installation again.
The Caltrans Traffic Calming Guide (TCG) identifies a number of traffic calming devices and measures, and though it is primarily concerned with traffic calming on the State Highway System, it also identifies devices and measures which are suitable for use within a residential district based on specific criteria. These criteria can vary greatly by engineering factors such as road type, road width, street gradient, roadway curvature, traffic volumes, and traffic speeds; by environmental factors such as surrounding roadways that may be impacted by the installation of devices in the vicinity, and the impacts to area drainage facilities, and impacts to neighboring properties’ access driveways. The TCG section addressing speed humps is included as Attachment 2.
In addition to these criteria, the TCG identifies considerations for installation, including maintenance considerations such as the maintaining of the visibility of signs, impacts to street sweeping operations, and maintaining street marking visibility; and other considerations such as impacts to emergency vehicle access, noise impacts to nearby properties, the need for street lighting near improvements, the need for (and locations of) signs and markings for the improvements, and potential impacts to bicycles and motorcycles. Beyond these considerations, further evaluation may be required in light of additional design guidelines or infrastructure requirements depending on the specifics of the project.
The City of Buellton has existing speed humps in the Rancho de Maria neighborhood, which were installed in 2002. The City Council reviewed and approved these speed humps after review, design and coordination by the City’s Traffic Consultant, Mr. Richard Pool from Associated Transportation Engineers. A Safety Committee was formed by the Rancho de Maria HOA, which coordinated with Mr. Pool during the study.
However, it is important to note that the addition of speed humps has not eliminated speeding issues in this neighborhood. The City still receives complaints regarding speeding issues in Rancho de Maria, including a recent communication requesting consideration of speed humps on Bear Creek Drive due to a concern that drivers are avoiding Shadow Mountain Drive in favor of Bear Creek Drive’s lack of speed humps.
Speed humps are often requested as the “obvious” solution for speeding issues within residential areas. The public’s familiarity with them (and likely the term “speed” within their name) fuels the belief that they will solve the problems that neighborhoods face with regard to speeding vehicles. Unfortunately, the reality is that the use of speed humps does not always result in a reduction in overall speeds, and can actually result in unintended consequences and even unsafe conditions if used in improper locations. For this reason, speed humps are only one – and not necessarily the preferred one – of many available tools to be used to reduce roadway speeds.
Deep Dive: Speed Humps Page 3 March 27, 2025
The best tool for ensuring that safe speeds are maintained is a thoughtful design and layout of a neighborhood circulation system. This includes not only layout of the streets, but also the proper sizing of the street sections, and the design or sidewalks, crosswalks, driveway access points, signage, street lighting, allowance of on-street parking and other factors. A well-designed circulation system encourages safe speeds not with physical barriers, but with design elements which protect pedestrians by providing a safe area within which to walk, while also utilizing features which place an increased demand on a driver’s attention such that a high rate of speed becomes uncomfortable and a slower speed is encouraged.
Existing neighborhoods were often developed to maximize unit count rather than with a focus on their circulation systems. Therefore, the achievement of vehicle speed reduction is often gained through the use of the various tools available. While there are physical tools that may be able to help in given situations (possibly including speed humps), effective use of portable speed detecting signage and vigorous traffic enforcement can also be effective if targeted and sustained.
Policy Considerations
A. Emergency vehicle access is a main consideration for these traffic calming measures.
Any type of impediment could reduce response time, which is a concern for all emergency service providers.
B. Additional City risk and liability should also be a consideration. The City’s CJPIA has previously stated their preference for no speed humps/bumps because they consider those features as a liability risk. With any obstruction in the road, there is potential for injury or claims because of errant vehicles. This potential is increased in installations on streets with a high degree of gradient. It is important to note, however, that the City is not aware of any injury or claims from the speed humps in the Rancho de Maria neighborhood.
C. Consensus of neighborhood opinion should also be a consideration for a measure like speed humps. The humps themselves are fairly innocuous, although some residents object to the appearance of them in front of their homes due to the required signage and painting on the roadway to mark them. Further, and more significantly, many homeowners object to the humps after they are placed, not realizing the notable increase in noise that result from speed humps when they are requested. Vehicles intent on moving quickly up the street will speed up to the humps, quickly slow down before hitting them, then quickly accelerate after reaching the top of the humps. This results in greater noise levels between the humps and often a more dangerous environment than existed prior to their installation.
D. There are other considerations which should be considered. Many of these are location or condition specific.
Deep Dive: Speed Humps Page 4 March 27, 2025
If the Council desires to adopt a Speed Hump Policy, staff would develop design guidelines that follow traffic standards from Caltrans and Institute of Transportation Engineers Handbook. Any policy developed for Speed Humps would include a 2 part process: 1.
Request Procedure and 2. Evaluation Process. These processes would ensure that the above mentioned considerations (and others) are adequately reviewed to ensure a fully informed neighborhood and City Council should speed humps be approved.
The Request Procedure should outline the expectations. Some considerations for this initial screening process might include:
• Application;
• Petition form to collect signatures to submit (should be property owners); • Eligibility requirements:
o 100% of affected property owners
o 85% speed if applicable
o posted speed limit
o average daily traffic counts
• Emergency (Fire and Sheriff Departments) approval
The Evaluation Process will further evaluate the merit and appropriateness of the speed hump installation. This would be the technical review that includes evaluation of traffic volumes, site analysis, speed, collisions, proximity to schools or parks, bicycle routes, drainage, road grade and width, transit routes, etc. This differs from the processes used to evaluate requests for traffic safety measures in general because this policy would be applicable to specific structural improvements that would create obstructions directly within the public roadway.
Staff desires direction from the City Council on this matter. While this report has stated the general avoidance of speed hump use except in certain specific conditions, staff acknowledges that they can be effective tools when properly used in appropriate circumstances. If the City Council feels that some circumstances do warrant consideration of speed hump use, staff would highly recommend the adoption of a policy to clearly state under what circumstances speed humps will, or will not, be considered. This will allow the City’s position to be clearly stated, and will limit consideration of requests only to those that meet the policy. Should the Council ask for an agenda item to discuss such a policy, staff will include a discussion on possible policy components for other traffic calming measures as well.
FISCAL IMPACT
Consideration of development of a policy in itself would not create a significant fiscal impact.
Deep Dive: Speed Humps Page 5 March 27, 2025
RECOMMENDATION
That the City Council discuss the merits of formalizing a policy for speed humps and other traffic calming measures, and provide direction to staff.
ATTACHMENTS
Attachment 1 – Speed Bump vs Speed Hump Illustration
Attachment 2 – TCG section on Speed Humps
ATTACHMENT 1
SPEED BUMP vs SPEED HUMP ILLUSTRATION
Note: Speed Bumps are not appropriate on public roadways.
Category D. Vertical Roadway Elements
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Category D. Vertical Roadway Elements
Description
Speed Hump
A speed hump is an elongated mound in the roadway pavement surface extending across the traveled way at a right angle to the traffic flow. A speed hump is typically 12 feet in length (in the direction of travel) and 3 to 4 inches in height. The purpose of a speed hump is to discourage speeding by producing sufficient discomfort to a motorist while driving through it. A speed hump is also referred to as a road hump or undulation.
Placement
Speed Hump Schematic (DelDOT)
Mid-block, not near an intersection. Should not be placed on a sharp curve.
Functional Classification: Local Roads
Appropriate Daily Volume Range: 3,500 ADT (PennDOT). Consider only if no more than 5% of the overall traffic flow consists of long-wheelbase vehicles (ITE) Maximum Posted Speed Limit: 30 MPH (ITE)
Performance
Speed Reduction: A single speed hump reduces vehicle speeds to a range of 15 to 20 MPH when crossing the hump. To keep 85th percentile operating speed between 25 MPH to 30 MPH, a series of speed humps at spacing between 260’ to 500’ is recommended (ITE)
Category D. Vertical Roadway Elements
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Volume Reduction: 20% (DelDOT) - The reduction will depend on the impact to travel time and the availability of an alternative route.
Impact to Emergency Route Access: Typically, delay for a fire truck is in the 3 to 5 seconds range. Delay can be as much as 10 seconds for an ambulance with a patient. Consider using a speed cushion or an offset speed table to help mitigate delay. See DIB 93 for further guidance.
Mobility Impact: Moderate
Maintenance Considerations
SNOW
• Signing to alert snowplows to avoid damage to approach ramps • Consider snowplow design when choosing approach ramp shape (straight, sinusoidal, or parabolic)
OTHER
• Visibility of warning sign
• May impact street sweeping operations
• Pavement marking upkeep due to constant traffic wear
Other Considerations
• The SPEED HUMP (W17-1) sign should be used to give warning of a vertical deflection in the roadway that is designed to limit the speed of traffic. The SPEED HUMP sign should be supplemented by an Advisory Speed plaque. See CA MUTCD Section 2C.29 for additional information on Speed Hump Sign
• If speed hump markings are used, they shall be a series of white markings placed on a speed hump to identify its location. See CA MUTCD Section 3B.25 for additional information on Speed Hump Markings
• Speed humps may present a potential obstacle to all vehicles including bicyclists, motorcyclists, and emergency vehicles
• Speed humps implementation will result in an increase in vehicle noise • Traffic may diverge from roads to adjoining parallel roads where speed humps are installed. Drivers may swerve to avoid speed humps
• Consult with regional transit, emergency services, and fire departments prior to the installation of speed humps
• May impact drainage on roadways where drainage gutter or flow of water is in the center of roadway
• Consider street lighting near speed humps
• Speed humps should not be installed in front of driveways or other significant access areas
Category D. Vertical Roadway Elements
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References
1. California MUTCD - Caltrans
2. Design Information Bulletin (DIB) 93 - Caltrans
3. Traffic Calming ePrimer - FHWA
4. Updated Guidelines for the Design and Application of Speed Humps - ITE Sample Project
Speed Hump in Stockton, CA
Project Description:
The City of Stockton implemented speed humps within residential area to discourage speeding.
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 8
To: The Honorable Mayor and City Council
From: Shannel Zamora, Finance Director
Meeting Date: March 27, 2025
Subject: Determination of Employee Cost of Living Adjustment (COLA) for Fiscal Year 2025-26
BACKGROUND
Every year as part of the budget process, staff presents to City Council a proposed cost of living adjustment (COLA) for regular full-time staff members to ensure salaries remain competitive and aligned with inflation. The requested COLA is typically based on factors such as the Consumer Price Index (CPI), historic internal data, and external market survey data. While the CPI is usually the primary factor for determining the proposed COLA, this year staff recommends that the City Council consider the average COLA used by neighboring cities, as identified through the external market survey. The proposed COLA, however, is higher than the average for those neighboring cities. This higher adjustment is intended to bring employee salaries closer to market rates, improving their competitiveness and alignment with external benchmarks.
CPI is published by the Bureau of Labor Statistics of the U.S. Department of Labor (BLS).
The City of Buellton uses the “annual” average to formulate the cost of living adjustment.
CPI is a measure that examines the weighted average of prices of a basket of consumer goods and services such as housing, transportation, food and medical care. The BLS reported that the 12-month percent change in the CPI from January 2024 through December 2024 was an annual rate of 3.1 percent for the Los Angeles-Long Beach-Anaheim, CA area (Attachment 1). Santa Barbara County is included within this area for CPI.
The 30 year historic average annual CPI is 2.59 percent while the average COLA increase for City of Buellton employees is 2.40 percent (Attachment 2). A survey was taken of fourteen local cities within Santa Barbara and San Luis Obispo counties. Cities were asked to provide the percentage increase in salaries for their most current COLA (Attachment 3).
The overall average COLA increase across these cities was 3.84 percent, which exceeds the CPI by 0.74 percent. When broken down by county, cities in Santa Barbara County reported an average COLA increase of 4.64 percent, while cities in San Luis Obispo County reported an average of 3.18 percent.
COLA 2025/26 Page 2 March 27, 2025
The City Manager is a full time employee of the City, and is eligible for this COLA as well. On July 27, 2023, City Council approved an amendment to the City Manager’s contract to reflect that the COLA granted to the rest of the City staff will also be granted to the City Manager without separate action of the City Council.
In addition, table 1 summarizes the number of full-time employees at each salary step level.
Each salary step level is a 5% increase in pay. Of the current 19 full-time employees (excluding the City Manager), thirteen (or 68%) are at their max step level. Without a COLA, more than half of full-time city employees will not experience a salary level increase this upcoming fiscal year.
Table 1: FTE Step Levels
FISCAL IMPACT
The fiscal impact to the City will be dependent upon the action taken by Council. If a 5.0 percent increase is granted, the overall increase to salary and benefits is approximately $178,301. The increase to the General Fund is $125,306, Water Fund is $26,962 and Wastewater Fund portion is $26,033.
If a 3.84 percent increase is granted, the overall increase to salary and benefits is approximately $102,671. The increase to the General Fund is $102,671, Water Fund is $21,465 and Wastewater Fund portion is $21,447.
Staff estimates that available General Fund and Water Fund revenue exists to fund the either proposed COLA in the next fiscal year. The Wastewater Fund will require use of reserves to fund the COLA, although the City is currently conducting a Water and Sewer Rate Study that is anticipated to propose rate increases to support the rise in operating expenses.
RECOMMENDATION
That the City Council approves of a cost of living as deemed appropriate for all full-time City employees, including the City Manager, for Fiscal Year 2025-26. If approved by City Council, staff will bring back a resolution authorizing the COLA.
Step Salary Level Number of Employees
Step 1 0
Step 2 1
Step 3 2
Step 4 3
Step 5 13
COLA 2025/26 Page 3 March 27, 2025
ATTACHMENTS
Attachment 1 –Consumer Price Index (CPI) - Urban Wage Earners and Clerical Workers; 12-Month Percent Change (Annual)
Attachment 2 - History of Cost of Living Adjustments
Attachment 3 – Cost of Living (COLA) Survey
Databases, Tables & Calculators by Subject
Special Notices 4/25/2024
Change Output Options:
From: 2015 To: 2025
include graphs include annual averages
Data extracted on: February 18, 2025 (1:41:57 PM)
Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) 12-Month Percent Change
Series Id: CWURS49ASA0
Not Seasonally Adjusted
Series Title: All items in Los Angeles-Long Beach-Anaheim, CA, urban wage earners and clerical workers, not seasonally adjusted Area: Los Angeles-Long Beach-Anaheim, CA
Item: All items
Base Period: 1982-84=100
Download:
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual HALF1 HALF2 2015 -0.7 -0.4 0.2 0.0 0.9 0.4 1.2 1.0 0.4 0.7 1.4 1.9 0.6 0.1 1.1 2016 3.3 2.3 1.3 1.6 0.6 1.1 0.3 0.6 1.5 1.9 1.5 1.7 1.5 1.7 1.3 2017 1.7 2.5 2.4 2.5 2.4 2.2 2.5 2.9 3.2 3.0 3.7 3.7 2.7 2.3 3.2 2018 3.7 3.7 3.9 4.1 4.3 4.2 4.0 4.1 3.9 4.3 3.8 3.3 3.9 4.0 3.9 2019 2.9 2.6 2.7 3.6 3.4 3.3 3.3 2.9 3.2 3.6 3.5 3.2 3.2 3.1 3.3 2020 3.5 3.5 2.2 0.6 0.6 1.3 1.9 2.2 1.4 0.6 1.0 1.5 1.7 1.9 1.4 2021 1.1 1.4 2.7 4.2 4.5 4.7 4.5 4.5 4.8 5.6 6.4 6.9 4.3 3.1 5.4 2022 7.6 7.3 8.7 8.1 8.2 8.9 7.9 7.6 7.8 7.6 5.9 4.6 7.5 8.1 6.9 2023 5.4 4.7 2.8 3.0 2.4 1.6 2.0 2.7 2.6 1.8 2.2 3.0 2.8 3.3 2.4 2024 2.0 3.0 3.9 3.9 3.7 2.9 3.1 2.6 2.6 2.7 3.1 3.4 3.1 3.2 2.9 2025 3.5
U.S. BUREAU OF LABOR STATISTICS
U.S. BUREAU OF LABOR STATISTICS Postal Square Building 2 Massachusetts Avenue NE Washington, DC 20212-0001 Telephone:1-202-691-5200 Telecommunications Relay Service:7-1-1 www.bls.gov Contact Us
12 month
CPI Change COLA Effective
"Annual" Year Granted Date
3.10% 1992 - 7/1/1992
3.40% 1993 - 7/1/1993
2.00% 1994 2.00% 7/1/1994
1.40% 1995 - 7/1/1995
0.90% 1996 3.00% 7/1/1996
2.20% 1997 2.50% 7/1/1997
1.20% 1998 1.50% 7/1/1998
2.00% 1999 1.50% 7/1/1999
2.30% 2000 2.50% 7/1/2000
3.80% 2001 2.50% 7/1/2001
2.70% 2002 1.24% 7/1/2002
3.50% 2003 3.50% 7/1/2003
1.80% 2004 1.80% 7/1/2004
3.70% 2005 3.70% 7/1/2005
5.40% 2006 5.40% 7/1/2006
3.20% 2007 3.00% 7/1/2007
3.90% 2008 3.50% 7/1/2008
-0.01% 2009 - 7/1/2009
1.80% 2010 - 7/1/2010
1.80% 2011 2.00% 7/1/2011
2.10% 2012 2.10% 7/1/2012
2.00% 2013 2.00% 7/1/2013
1.1% 2014 2.00% 7/1/2014
1.3% 2015 2.00% 7/1/2015
0.6% 2016 2.00% 7/1/2016
1.5% 2017 1.50% 7/1/2017
2.70% 2018 2.70% 7/1/2018
3.90% 2019 3.50% 7/1/2019
3.20% 2020 3.20% 7/1/2020
1.70% 2021 2.00% 7/1/2021
4.30% 2022 4.30% 7/1/2022
7.50% 2022 5.60% 7/1/2023
2.80% 2023 3.94% 7/1/2024
3.10% 2024 5.00% 7/1/2025
2.59% Average 2.40% Average
Assuming 5.0% in 2025
City of Buellton
History of
Cost of Living Adjustments Granted
\\fileserver\Users\Finance Director\Accounting\Payroll\Salary Ranges\2025-26 COLA\CPI History 2025 3/18/2025
City of Buellton
COLA survey
March 2025
CITY COLA
Atascadero 2.75% SEIU: FY 2022/3- 4%, FY 2023/24 -3.5% - 2.75% effective 7/1/24 Carpinteria 5.00% FY 23 through 26 based on CPI with min increase of 2.5%, max increase of 5% Goleta 3.00% FY 23/24: 3% effective 7/1/23, plus 1% increase effective 4/1/23, for a total of 3.7% - 3% effective January 2025 Grover Beach 3.00% FY 23/24: 3% - 3% effective 7/1/25, additional 3% effective 7/1/2026 Guadalupe 5.00% SEIU: FY 23-24 - 5%, FY 24-25 - 5% (no update, last COLA 5%) Morro Bay 3.00% SEUI: FY 22-23 6%, FY 23-24 4% -3% effective 7/1/25, in addition to COLA, equity adjustment base salay increase of 3% effective 7/1/25 Pismo Beach
San Luis Obispo Unrepresented Confidential Employees: FY 23-24 3%, FY 24-25 3% (no update, COLA 3%)
3.00% Management: FY 23-24 3%, FY 24-25 3%
SLOCEA: FY 23-24 2%, FY 24-25 2% + market equity adjustments . Ranges from 2.6%-16.9% Santa Barbara 5.50% FY 23-24: 5%, FY 24-25: 5% - 5.5% effective 4/1/2025, 4.0% effective 4/1/26 Non-represented Management and Confidential Employees: 2022 3.0%, eff 12/31/22 2.5% SEIU: Effective 1/1/24 - 5%, Effective 1/1/25 - 5%
Solvang 5.00% FY 23/24 - 6%, FY 24/25 - 4%, FY 25/26 - 5% Source: Various Cities in Santa Barbara and San Luis Obispo Counties # of Cities Surveyed: 14
# of Responses: 14
Survey Question: What is the percentage increase in salaries for the most recent COLA ? Santa Barbara Co. Average: 4.64%
San Luis Obispo Co. Average: 3.18%
Total Average for 14 Cities: 3.84%
COLA Agreement
Arroyo Grande 3.50%
3.00% Unrepresented Management - Effective 1/8/2023- 8%, effective 1/7/2024 - 3%, effective 1/5/2025 - 2% IBEW FY 24/25 - 5%, FY 25/26 - 4%
SEIU: FY 2024/25 - 3.5%, 3.5% effective 7/4/25, 3.5% effective 7/3/26 Management: Effective 9/15/2023 - Equity Adjustments, FY 2024/25 - 3.5% SEIU: Effective 1/7/2024 - 2%, effective 1/5/2025- 2% - Safety group (police/fire) 4%, Staff increase 3% Paso Robles Lompoc 4.00%
Santa Maria 5.00%
SEIU: FY 2023/24 - 4%, FY 2024/25 - 3% (Actively in negotiations)
3.00% Management: FY 2023/24 - 4%, FY 2024/25 - 3%
CITY OF BUELLTON
City Council Agenda Staff Report
City Manager Review: SW
Council Agenda Item No.: 9
To: The Honorable Mayor and City Council
From: Shannel Zamora, Finance Director
Meeting Date: March 27, 2025
Subject: Resolution No. 25-09– “A Resolution of the City Council of the City of Buellton, California, Regarding Mid-Year Budget Amendments for FY 2024-25”
______________________________________________________________________________
BACKGROUND
The City’s Budget and Fiscal Policies call for a formal financial status report to the Council for every six-month period. The Mid-Year Review meets this requirement and allows the Council to develop an understanding of the City’s financial status at the middle of the fiscal year. Attachment 1 is a Budget Report for all funds through December 31, 2024. Staff reviews all budget line items and compares actual results against budgeted expectations on a monthly basis. At Mid-Year, staff conducts an analysis to determine if the original budget is still viable, or if adjustments will be necessary.
This report identifies budget adjustments that have been previously authorized by City Council, or require Council action, and recommendation for supplemental budget adjustments.
General Fund Overview:
The current FY 2024/25 General Fund Budget estimates operating revenue of $11,681,497 and operating expenditures of $10,205,854, resulting in a $1,475,643 surplus. This surplus will be allocated to capital improvement projects (CIPs) before utilizing reserves. Thus, the General Fund allocation of $6,753,331 for CIPs will require a $5,277,679 withdrawal from General Fund reserves.
At the end of the second quarter, actual expenditures exceed revenue by $1,062,961. The City has received 50.46% of its projected operating revenue, while General Fund expenditures, including capital improvement projects, account for 41.02% of the budgeted amount. The tables on the following pages provide a summary of actual revenues and expenditures compared to budgeted amounts. These figures are preliminary and may be adjusted following the year-end audit.
Resolution No. 25-09 Page 2 March 27, 2025
001- General Fund Sources of Funding Original Budget Current Budget YTD % Received Proposed
Adjustment Amended Budget
Property Tax $ 1,978,500 $ 1,977,017 $ 1,138,789 57.60% $ - $ 1,977,017 Sales Tax $ 3,540,543 $ 3,610,776 $ 1,806,774 50.04% $ - $ 3,610,776 Franchise Fees $ 434,500 $ 415,038 $ 146,271 35.24% $ - $ 415,038 Transient Occupany Tax $ 3,800,000 $ 3,800,000 $ 2,175,265 57.24% 250,000 $ $ 4,050,000 Fees and Permits $ 10,125 $ 10,125 $ 10,850 107.16% $ - $ 10,125 Fines and Penalties $ 5,300 $ 5,300 $ 9,438 178.07% $ - $ 5,300 Use of Money and Property $ 83,000 $ 475,000 $ 387,890 81.66% $ - $ 475,000 Revenue from Other Agencies $ 809,684 $ 1,070,570 $ 163,718 15.29% $ - $ 1,070,570 Charges for Current Services $ 311,705 $ 300,171 $ 41,610 13.86% $ - $ 300,171 Miscellaenous $ 8,950 $ 17,500 $ 13,897 79.41% $ - $ 17,500 Total Operating Revenue $ 10,982,307 $ 11,681,497 $ 5,894,501 50.46% 250,000 $ $ 11,931,497 Use of Reserves for CIPS $ 1,005,000 $ 5,277,689 $ - 0.00% 56,855 $ $ 5,334,544 Total Source of Funding $ 11,987,307 $ 16,959,186 $ 5,894,501 34.76% $ 306,855 $ 17,266,041 Table 1
Table 1 shows almost all operating revenue meets or exceeds 50% of projected revenue at Mid-Year. Revenue from sales tax was budgeted conservatively and expected to meet or exceed budget projections. Revenue from transient occupancy tax (TOT) is slightly exceeds budget estimates, and actual TOT will be much greater due to the increase in the TOT rate from 12% to 14% effective February 1, 2025. The TOT budget estimates will be amended to reflect the additional TOT received.
Franchise Fees are expected to meet budget projections by the end of the year. The City receives annual Franchise Fees from SoCal Gas and PG&E annually during the month of April rather than monthly or quarterly such as Marborg Industries and Comcast.
Charges for Current Services is currently below budget projections. A majority of the revenue in this category is generated through the Buellton Recreation Center. Recreation program revenue tends to pick up after the spring when spring and summer camp begins registration. Revenue is this category is expected to meet budget projections by the end of the fiscal year.
The Revenue from Other Agencies category is expected to meet budget projections by the end of the fiscal year. There is an outstanding receivable of $638,733 for property tax in lieu of motor vehicle license fee (MVLF). In addition, the Santa Ynez Valley Community Outreach (SYVCO) has received a Community Development Block Grant (CDBG) in the amount of $184,885 for the improvements at 140 W. Highway 246. The City approved a Memorandum of Understanding (MOU) for the City to handle the construction and administration of the expansion project. All expenditures related to project will be reimbursed through CDBG and currently pending receipt. Additionally, the City was awarded an Office of Traffic Safety (OTS) Grant from the State of California for the implementation of the Santa Ynez Bicycle and Pedestrian Outreach Program. The amount of the grant is $66,661 and will be disbursed to the City once the City completes the project and submits program expenditures.
Resolution No. 25-09 Page 3 March 27, 2025
Table 2 below illustrates most expenditures are within 50% of projected expenditures at Mid-Year with the exception of City Council, Non-Departmental, Library, Landscape Maintenance, and Public Works- General.
Department
FY 2024/25
Original Budget
FY 2024/25
Current Budget
FY 2024/25
YTD
%
Expended
Proposed
Adjustments
FY 2024/25
Amended
Budget
401 - City Council $ 179,421 $ 196,176 $ 118,645 60.48% 42,650 $ $ 238,826 402 - City Manager $ 350,556 $ 376,653 $ 179,759 47.73% $ - $ 376,653 403 - City Clerk/Human Resources $ 211,478 $ 243,283 $ 108,918 44.77% $ - $ 243,283 404 - City Attorney $ 206,000 $ 206,000 $ 81,550 39.59% $ - $ 206,000 410 - Non-Departmental $ 1,354,269 $ 1,501,199 $ 980,743 65.33% $ - $ 1,501,199 420 - Finance $ 249,645 $ 298,033 $ 140,725 47.22% $ - $ 298,033 501 - Public Safety $ 2,860,557 $ 3,199,100 $ 1,605,053 50.17% 60,830 $ $ 3,259,930 510 - Library $ 207,266 $ 205,064 $ 202,059 98.53% 24,550 $ $ 229,614 511 - Recreation $ 762,225 $ 800,111 $ 366,162 45.76% $ - $ 800,111 550 - Public Works Street Lights $ 50,000 $ 73,500 $ 27,027 36.77% $ - $ 73,500 551 - Storm Water (Water Shed) $ 240,700 $ 385,700 $ 93,565 24.26% $ - $ 385,700 552 - Public Works - Parks $ 580,700 $ 584,000 $ 269,623 46.17% $ - $ 584,000 556 - Landscape Maintenance $ 187,300 $ 187,950 $ 143,686 76.45% 60,000 $ $ 247,950 558 - Public Works - General $ 895,996 $ 972,670 $ 585,028 60.15% 118,825 $ $ 1,091,495 565 - Planning $ 776,599 $ 976,415 $ 322,066 32.98% $ - $ 976,415 Total Operating Expenditures $ 9,112,712 $ 10,205,854 $ 5,224,609 51.19% 306,855 $ $ 10,512,709 Transfers to CIP Fund 092 $ 1,005,000 $ 6,753,331 $ 1,732,853 25.66% $ - $ 6,753,331 General Fund Total Expenditures: $ 10,117,712 $ 16,959,185 $ 6,957,463 41.02% 306,855 $ $ 17,266,040 Table 2
The City Council Department experienced a budget overage due to expenditures related to the November Election. This overage was primarily driven by the costs associated with two measures that were on the ballot in November 2024, as well as the election of two city council members and the Mayor at-large. Additionally, new television and video equipment was acquired to enhance the broadcast of meetings. The acquisition of the equipment was not budgeted and would require a budget amendment. An additional budget amendment will be required for costs associated with a Special Election being held in August 2025 to fill the vacant District 4 seat.
The Non-Departmental budgetary unit includes one-time annual payments during the first two quarters. Those annual payments include: Property and liability insurance, Worker’s Compensation Insurance, CalPERS Accrued Unfunded Liability (UAL), support for community organizations and support for the Buellton Senior Center. These annual payments amount to approximately 60 percent of the total year-to-date expenditures. Other significant expenditures in Non-Departmental include monthly payment for contract services with the Buellton Visitors Bureau. The Non-Departmental budgetary unit is expected to be within budget at year-end.
The City of Buellton contracts with the City of Goleta for library services, with the annual cost paid in a lump sum each July. As a result, the Library Department's budget is largely expended by the end of the second quarter. Additionally, the library's relocation from the Council Chamber building to the Willemsen House incurred significant IT costs, along
Resolution No. 25-09 Page 4 March 27, 2025
with expenses for new furniture and equipment. These expenditures were not reflected in the current budget thus will require a budget amendment.
The overage in the Public Works – Landscape budget is primarily attributed to increased irrigation maintenance costs at 202 Dairyland Road (Willemsen House), which exceeded initial estimates. Meanwhile, the overage in the Public Works – General budget is due to unanticipated expenses for roof replacements at both the Willemsen House and 140 Highway 246 (the former library location). These maintenance projects were necessary to preserve the structural integrity of the buildings and ensure their continued use.
Other budget amendments not related to budget overages will be required to reflect expenditures previously authorized by City Council, emergency repairs, or to meet operational changes.
General Government – Changes to appropriations (+$306,855) The following adjustments to appropriations reflect necessary updates to align the budget with operational needs and expenditures. These adjustments will be funded through additional transient occupancy tax (TOT) revenue and reserves. • 001-401 City Council – Change in appropriation (+$42,650) o 001-401-60013 Election Expense (+$38,000) - The increase in appropriations is due to the costs associated with conducting a special election to fill the vacant seat in District 4.
o 001-401-72300 Computer Equipment (+$4,650) - The increase in appropriations is due to the acquisition of new television and video equipment at the City Council Chamber to enhance the broadcast of meetings.
• 001-501 Public Safety – Change in appropriation (+$60,830) o 001-501-60270 Maintenance – Vehicles (+$10,300) - The increase in appropriations is due to the addition of maintenance into the budget for the motor deputy motorcycle. This is a new budget line item. o 001-501-60800 Contract Services (+$46,000) – The increase in appropriation is due to the inclusion of the motor deputy. The amount is based on estimated overtime charges from the invoice received from the Santa Barbara County Sheriff’s Department for the period 4/23/2024 through June 15, 2024 which was about $11,500.
o 001-501-61280 Fuel-Vehicles (+$780) - The increase in appropriations is due to the addition of fuel for the motor deputy motorcycle. This is a new budget line item.
o 001-501-73500 Equipment (+$3,750) – The increase in appropriation is due to the acquisition of a motor cabin storage unit.
• 001-510 Library Services – Change in appropriation (+$24,550) o 001-510-60900 Miscellaneous (+$16,500) – The increase in appropriation is due to the acquisition of a plaque and the cost of IT installation at 202 Dairyland Road (new library location).
Resolution No. 25-09 Page 5 March 27, 2025
o 001-510-72220 Office Furniture (+$8,050) – The increase in appropriation is due the acquisition of a new mobile book return and book return cart. • 001-556 Landscape Maintenance – Change in appropriation (+$60,000) o 001-556-60800 Contract Services (+$30,000) – The increase is due to irrigation at 202 Dairyland Road and landscaping at City Hall. o 001-556-74101 1000 Trees (+$30,000) – The increase in appropriation is due to the creation of the 1,000 Trees Planting Program. On September 12, 2024, City Council approved initial funding of $30,000 for the City’s Tree Planting Program.
• 001-558 Public Works – General – Change in appropriation (+$118,825) o 001-558-60210 Computer Maintenance & Software (+$3,025) – The increase in appropriation is due to IT installation at the Santa Ynez Valley Community Outreach building (former library location).
o 001-558-60250 Maintenance/Repair (+$84,000) - The increase in appropriation is due to the roof replacement at 202 Dairyland Road. o 001-558-73500 Equipment (+$31,800) – The increase in appropriation is due to the acquisition of a message trailer and traffic analyst equipment. • 001-565 Planning – Change in appropriation (+$0)
o 001-565-50000 Salaries (-$68,926) – The decrease in appropriation is due to the transfer of savings from the vacancy of the full-time Assistant Planner position to the contracted Assistant Planner.
o 001-565-50030 Hourly Employee (+$68,926) – The increase in appropriation is due to the transfer from the vacancy of the full-time Assistant Planner position to the contracted Assistant Planner. The Assistant Planner contract covers up to 40 hours per week.
Changes to Funding Sources – (+$306,855)
Budget Line Item Change in
Appropriation
Reason for Amendment
001-41035 Transient Occupancy
Tax
+ $250,000 TOT increase effective February 1, 2025.
001-44040 Transfer from Reserves + $56,855 Use of reserve for expenditures exceeding revenue Wastewater Fund Overview
The Wastewater current budget reflects revenues over expenditures of $0 for FY 2024/25.
The actual revenue over expenditures at the end of the second quarter is - $281,831. The City has received 53.04% of projected operating revenue. The actual Wastewater Fund operating expenditures are 48.69% of the budgeted amount. The actual expenditures exclude depreciation expense as depreciation is calculated at the end of the fiscal year.
Table 3 summarizes the Wastewater Fund actual revenues over expenditures versus budgeted amounts. The actual amounts presented in these table are preliminary and are subject to change after the end-of-year audit adjustments.
Resolution No. 25-09 Page 6 March 27, 2025
005- Wastewater Fund
Original
Budget
Current
Budget YTD % Received
Proposed
Adjustments
Amended
Budget
Revenues $ -
Charges for Services $ 1,212,650 1,212,650$ $ 636,133 52.46% $ 1,212,650 Interest Income $ 25,000 $ 30,000 $ 19,426 64.75% $ 30,000 Other Revenue $ - $ - $ 3,492 $ -
Total Operating Revenues $ 1,237,650 1,242,650$ $ 659,051 53.04% $ 1,242,650 Other Funding Sources
Transfer from Reserves $ 1,147,667 1,241,230$ $ - 0.00% $ - $ 1,241,230 Total Source of Funding $ 2,385,317 2,483,880$ $ 659,051 0.00% $ - $ 2,483,880 Original
Budget
Current
Budget YTD % Used
Proposed
Adjustments
Amended
Budget
Expenses
Employee Services $ 561,193 $ 574,772 $ 279,389 48.61% $ - $ 574,772 Operating $ 895,024 $ 923,008 $ 607,730 65.84% $ - $ 923,008 Depreciation $ 286,100 $ 286,100 $ - 0.00% $ - $ 286,100 Minor Capital $ 78,000 $ 135,000 $ 47,163 34.94% $ - $ 135,000 Total Operating Expenditures $ 1,820,317 1,918,880$ $ 934,282 48.69% $ - $ 1,918,880 Transfers out for CIPs $ 565,000 $ 565,000 $ 6,600 1.17% $ - $ 565,000 Total Expenses $ 2,385,317 2,483,880$ $ 940,882 37.88% $ - $ 2,483,880 Net Profit (Loss) $ - $ - $ (281,831)
Table 3
The Wastewater Capital Fund records capital improvement projects and is funded through transfers from the Wastewater Fund. Through the end of December 31, 2024, the City has expended $14,405 of $300,000 budgeted for Wastewater Capital projects. In accordance with Generally Accepted Accounting Principles (GAAP), capital expenditures are not recorded as expenditures; rather, depreciation expense is recorded over each asset’s useful life. At year-end, the Wastewater Fund will transfer funds to the Capital Fund to cover capital expenditures.
Water Fund Overview
The Water Budget reflects revenues over expenditures of $0 for FY 2024/25. The actual revenue over expenditures at the end of the second quarter is $25,250. The City has received 60.21% of projected operating revenue. The actual Water Fund operating expenditures are 55.31% of the budgeted amount. The actual expenditures exclude depreciation expense as depreciation is calculated at the end of the fiscal year. Table 4 summarizes the Water Fund actual revenues over expenditures versus budgeted amounts.
The actual amounts presented in these table are preliminary and are subject to change after the end-of-year audit adjustments.
Resolution No. 25-09 Page 7 March 27, 2025
020- Water Fund
Original
Budget
Current
Budget YTD % Received
Proposed
Adjustments
Amended
Budget
Revenues $ -
Charges for Services $ 2,446,670 2,446,670$ 1,466,089$ 59.92% $ 2,446,670 Interest Income $ 51,000 $ 125,000 $ 78,879 63.10% $ 125,000 Other Revenue $ - $ - $ 3,532 0.00% $ -
Total Operating Revenues $ 2,497,670 2,571,670$ 1,548,500$ 60.21% $ 2,571,670 Other Funding Sources
Transfer from Reserves $ 207,813 $ 686,420 $ - 0.00% 160,000 $ 846,420 Total Source of Funding $ 2,705,483 3,258,090$ 1,548,500$ 0.00% 160,000 $ 3,418,090 Original
Budget
Current
Budget YTD % Used
Proposed
Adjustments
Amended
Budget
Expenses
Employee Services $ 381,012 $ 480,473 $ 189,571 39.46% $ 480,473 Operating $ 1,771,471 1,830,494$ 1,192,350$ 65.14% 160,000 $ 1,990,494 Depreciation $ 200,000 $ 200,000 $ - 0.00% $ 200,000
Minor Capital $ 18,000 $ 73,000 $ 47,163 64.61% $ 73,000 Total Operating Expenditures $ 2,370,483 2,583,967$ 1,429,084$ 55.31% $ 2,583,967 Transfers out for CIPs $ 335,000 $ 674,123 $ 94,166 13.97% $ 674,123 Total Expenses $ 2,705,483 3,258,090$ 1,523,250$ 46.75% 160,000 $ 3,418,090 Net Surplus (Deficit) $ 25,250
Table 4
The following are proposed budget amendments to the Water Fund.
Water Fund – Changes to appropriations (+$160,000)
• 020-601-60250 Maintenance/Repair (+$120,000) – The increase in appropriation is due to major repairs at Water Treatment plant.
• 020-601-61241 Utilities-Electric (+$40,000) – The increase in appropriation id due to higher electricity usage from July 2024 and September 2024, and due to increased PG&E rates.
Changes to Funding sources (+$160,000)
Budget Line Item Change in
Appropriation
Reason for Amendment
020-49661 Transfer from
Reserves
+ $160,000 Use of reserve for expenditures exceeding revenue The Water Capital Fund records capital improvement projects and is funded through transfers from the Wastewater Fund. Through the end of December 31, 2024, the City has expended $126,863 of $350,000 budgeted for Waster Capital projects. In accordance with Generally Accepted Accounting Principles (GAAP), capital expenditures are not recorded as expenditures; rather, depreciation expense is recorded over each asset’s useful life. At year-end, the Waster Fund will transfer funds to the Capital Fund to cover capital expenditures.
Resolution No. 25-09 Page 8 March 27, 2025
Special Revenue Funds
Special Revenue Funds have restrictions associated to their usage. Special Revenue is received by the State of California and County of Santa Barbara. Capital Improvement Projects are the major category for expenditures. Special Funds include Housing, Traffic Mitigation, Gas Tax, Local Transportation (Transportation Development Act), Transportation Planning, Measure A and American Relief Plan Act (ARPA) Fund. All revenue and expenditures in the Special Revenue Funds are expected to be within budget by the end of the fiscal year and no budget amendments are required at this time. Table 5 and 6 below illustrates the current budget to actuals of each Special Revenue Fund.
Special Revenue Funds Original Budget Current Budget YTD % Received Revenue
023- Housing $ 5,800 $ 1,300 $ 249 19.15%
024- Traffic Mitigation $ 400 $ 875 $ 8,538 975.77%
025- Gas Tax $ 358,240 $ 357,223 $ 151,869 42.51%
027- Local Transportation $ 137,000 $ 72,000 $ 8,766 12.17% 029- Transportation Planning $ 45,306 $ 45,300 $ 437 0.97% 031- Measure A $ 462,937 $ 455,450 $ 238,409 52.35%
032- ARPA Funds $ - $ 675,743 $ 268,035 39.67%
Total Special Revenue: $ 1,009,683 $ 1,607,891 $ 676,303 42.06% Use of Reserves
025- Gas Tax $ - $ 515,193 $ - 0.00%
031- Measure A $ 551,607 $ 769,470 $ - 0.00%
Total Use of Reserves: $ 551,607 $ 1,284,663 $ - 0.00%
Total Revenue and Use of
Reserves $ 1,561,290 $ 2,892,554 $ 676,303 23.38%
Table 5- Special Revenue Funding Soruces
Special Revenue Funds Original Budget Current Budget YTD % Used Expenditures
023- Housing $ 3,000 $ 3,000 $ 1,300 43.33%
025- Gas Tax $ 122,000 $ 122,000 $ 61,925 50.76%
027- Local Transportation $ 137,000 $ 72,000 $ 10,000 13.89% 029- Transportation Planning $ 45,000 $ 45,000 $ 14,520 32.27% 031- Measure A $ 97,000 $ 30,000 $ - 0.00%
Total Special Revenue Expenditures: $ 404,000 $ 272,000 $ 87,745 32.26% Transfers to CIPs
025- Gas Tax $ 100,000 $ 750,416 $ 38,134 5.08%
031- Measure A $ 360,000 $ 983,852 $ 46,475 4.72%
032- ARPA $ - $ 675,743 $ 324,115 47.96%
Total Use of Reserves: $ 460,000 $ 2,410,011 $ 408,724 16.96% Total Expenditures and transfers $ 864,000 $ 2,682,011 $ 496,469 18.51% Table 6 - Special Revenue Expenditures
Capital Improvement Budget
The Capital Improvement Plan (CIP) includes completion of current projects, new investments and important reinvestments in critical infrastructure projects. Funds allocated for capital projects will be spent or will be rolled forward for specific projects in the future
Resolution No. 25-09 Page 9 March 27, 2025
years. The total CIP budget for FY 2024/25 is $10,312,456. The following table shows CIPs by funding sources.
Funding Source FY 2024-25
Original
Budget
FY 2024-25
Current
Budget
FY 2024-25
YTD
% Used
001-General Fund 1,005,000 6,753,331 1,732,853 25.66%
005-Sewer Fund 550,000 550,000 21,005 3.82%
020-Water Fund 300,000 599,123 321,103 53.60%
025-Gas Tax Fund 100,000 750,416 38,134 5.08%
031-Measure A 360,000 983,852 46,475 4.72%
032-American Relief Plan Act - 675,743 324,115 47.96%
Total Funding Sources: 2,315,000 10,312,465 2,483,685 24.08% Table 7 - CIP Funding Sources
5-Year General Fund Forecast
Attachment 2 is a Five Year Forecast that serves as a planning tool. The five-year forecast incorporates several key revenue and expenditure assumptions. Property tax revenue is expected to grow at an annual rate of 2%, while sales tax is projected to increase steadily by 1% each year. The Transient Occupancy Tax (TOT) rate has increased from 12% to 14%, effective February 1, 2025, contributing to increased revenue. Employee services for FY 2025-26 are assumed to increase by 5%, followed by a 3% annual increase in subsequent years. The forecast includes a $300,000 allocation for a motor deputy and assumes a 3% annual increase in all other operating and maintenance expenditures. Minor capital expenditures are projected to grow by 2% annually. CalPERS Unfunded Actuarial Liability (UAL) payments are based on the minimum required contribution and additional discretionary payment (ADP) outlined in the most current CalPERS Valuation Report dated July 2024. Scheduled lease payments for the ENGIE energy project are incorporated based on a 20-year amortization schedule. Additionally, the use of reserves for CIPs aligns with the projections in the 5-Year CIP Budget Forecast.
FISCAL IMPACT
The proposed General Fund budget amendments increases appropriations by $306,855.
A portion of this increase will be covered by additional transient occupancy tax revenue, while $56,855will be drawn from reserves.
The proposed Water Fund Budget includes a $160,000 increase in appropriations, fully offset by a $160,000 draw from reserves.
RECOMMENDATION
That the City Council consider approval of Resolution No. 25-09 - “A Resolution of the City Council of the City of Buellton, California, Regarding Mid-Year Budget Amendments for FY 2024-25”
Resolution No. 25-09 Page 10 March 27, 2025
ATTACHMENTS
Resolution No. 25-09 (Exhibit A)
Attachment 1 – Budget Report as of December 31, 2024
Attachment 2 – 5-Year General Fund Forecast
RESOLUTION NO. 25-09
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF BUELLTON, CALIFORNIA, REGARDING MIDYEAR BUDGET AMENDMENTS FOR FY 2024-25 WHEREAS, the City Council adopted the Biennial Fiscal Year 2023-24 and 2024-25 Budget on June 8,2023; and
WHEREAS, it was necessary to make amendments to the Biennial Fiscal Year 2024-25 Budget as part of the Mid-Cycle Review on June 13, 2024; and WHEREAS, it was necessary to make further amendments to Biennial Fiscal Year 2024- 25 as part of the First Quarter Budget Review on October 24, 2024; and WHEREAS, it is necessary to make further amendments to Biennial Fiscal Year 2024-25 as part of the Mid-Year Budget Review.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Buellton as follows:
That proposed budget amendments on the attached Exhibit A for the Fiscal Year 2024-25 are approved.
The proposed operational changes aim to improve efficiency and enhance service delivery.
The amendments to the General Fund include a $306,855 increase in appropriations. A portion of this increase will be covered by additional transient occupancy tax revenue, while $56,855 will be drawn from reserves.
The proposed Water Fund Budget includes a $160,000 increase in appropriations, fully offset by a $160,000 draw from reserves.
PASSED, APPROVED and ADOPTED this 27th day of March, 2025 ____________________________
David Silva
Mayor
ATTEST:
___________________________
Linda Reid
City Clerk
Exhibit A
City of Buellton
Fiscal Year 2024-25 Budget Amendments - Second Quarter
Fund Revenue Expenditures
Surplus
(Deficit)
001- General $ 17,266,041 $ 17,266,041 $ -
005- Wastewater $ 2,483,880 $ 2,483,880 $ -
006- Wastewater Capital $ 315,000 $ 315,000 $ -
020- Water $ 3,418,090 $ 3,418,090 $ -
021- Water Capital $ 425,000 $ 425,000 $ -
023- Housing $ 1,300 $ 3,000 $ (1,700)
024 - Traffic Mitigation $ 875 $ - $ 875
025- Gas Tax $ 872,416 $ 872,416 $ -
027- Local
Transportation $ 72,000 $ 72,000 $ -
029- Transportation
Planning $ 45,300 $ 45,000 $ 300
031- Measure A $ 1,013,852 $ 1,013,852 $ -
032 - ARPA Funding $ 675,743 $ 675,743 $ -
092 - Capital Project $ 10,312,465 $ 10,312,465 $ -
Total $ 36,901,962 $ 36,902,487 $ (525)
Fund
Beginning Fund
Balance
Operating
Revenue Operating Expenditures Transfers In Transfers Out Use of Reserve Ending Balance 001- General $ 15,404,139 $ 11,931,497 $ 10,512,709 $ - $ 6,753,331 $ 5,334,544 $ 10,069,596 005- Wastewater $ 264,929 $ 1,242,650 $ 1,918,880 $ 1,241,230 $ 565,000 $ - $ 264,929 006- Wastewater Capital $ 404,126 $ - $ 15,000 $ - $ 300,000 $ 315,000 $ 89,126 020- Water $ 9,767,833 $ 2,571,670 $ 2,743,968 $ - $ 674,123 $ 846,420 $ 8,921,412 021- Water Capital $ 228,295 $ - $ 75,000 $ 425,000 $ 350,000 $ - $ 228,295 023- Housing $ 503,008 $ 1,300 $ 3,000 $ - $ - $ - $ 501,308 024 - Traffic Mitigation $ 37,984 $ 875 $ - $ - $ - $ 38,859 025- Gas Tax $ 738,860 $ 357,223 $ 122,000 $ - $ 750,416 $ 515,193 $ 223,667 027- Local Transportation $ 437,921 $ 13,534 $ 22,000 $ 58,466 $ 50,000 $ - $ 437,921 029- Transportation
Planning $ (102,397) $ 45,300 $ 45,000 $ - $ - $ - $ (102,097) 031- Measure A $ 806,358 $ 455,450 $ 30,000 $ - $ 983,852 $ 558,402 $ 247,956 032 - ARPA Funding $ 33,455 $ - $ - $ - $ 675,743 $ 675,743 $ 33,455 Total $ 28,524,514 $ 16,619,499 $ 15,487,557 $ 1,724,696 $ 11,102,465 $ 8,245,302 $ 20,278,687
BUDGET AT A GLANCE
(WITH PROPOSED BUDGET AMENDMENTS)
Budget Overview
FUND BALANCE ANALYSIS
Previous Related Resolutions:
Resolution No. 23- 14
"A Resolution of the City Council of the City of Buellton, California, Adopting the Biennial Fiscal Year 2023-24 and 2024-25 Budget"
Resolution No. 24-19
"A Resolution of the City Council of the City of Buellton, California, For the Purpose of Mid-Cycle Amendments
Related to Fiscal Year 2024-25"
Resolution No. 24-26
"A Resolution of the City Council of the City of Buellton, California, for the Purpose of Budget Amendments from
Operational Changes Related to Fiscal Year 2024-25
Budget through the First Quarter Ending September 30,
2024"
Resolution No. 25-09
"A Resolution of the City Council of the City of Buellton, California, Regarding Mid -Year Budget Amendments for FY 2024-25" Budget Amendment Summary:
The proposed operational changes aim to improve efficiency and enhance service delivery. The amendments to the General Fund include a $306,855 increase in appropriations. A portion of this increase will be covered by additional transient occupancy tax revenue, while $56,855 will be drawn from reserves.
The proposed Water Fund Budget includes a $160,000 increase in appropriations, fully offset by a $160,000 draw from reserves.
March 27, 2025
Exhibit A FY 2024-25 Second
Quarter
Budget Amendments
City of Buellton Fiscal Year 2024-25 Revenue Budget Amendments Schedule of Revenues
Fund
Original
Budget Current Budget
Proposed
Amendments
Amended
Budget % Change % of Budget
001- General 11,987,307 16,959,186 306,855 17,266,041 1.81% 64.94% Operating 10,982,307 11,681,497 250,000 11,931,497 2.14% Use of Reserves 1,005,000 5,277,689 56,855 5,334,544 1.08% 005- Wastewater 2,385,317 2,483,880 2,483,880 0.00% 9.34% Operating 1,237,650 1,242,650 1,242,650 0.00%
Use of Reserves - - - #DIV/0!
Transfers In 1,147,667 1,241,230 1,241,230 0.00% -
006- Wastewater Capital 315,000 315,000 315,000 0.00% 1.18% Operating - - - #DIV/0!
Use of Reserves 315,000 315,000 315,000 0.00%
020- Water 2,705,483 3,258,090 160,000 3,418,090 4.91% 12.86% Operating 2,497,670 2,571,670 2,571,670 0.00%
Use of Reserves 207,813 686,420 160,000 846,420 23.31%
-
021- Water Capital 285,000 425,000 425,000 0.00% 1.60%
Operating - - - #DIV/0!
Use of Reserves -
Transfers In 285,000 425,000 425,000 0.00% -
023- Housing 5,800 1,300 1,300 0.00% 0.00%
Operating 5,800 1,300 1,300 0.00% -
024 - Traffic Mitigation 400 875 875 0.00% 0.00%
Operating 400 875 875 0.00% -
025- Gas Tax 358,239 872,416 872,416 0.00% 3.28%
Operating 358,239 357,223 357,223 0.00%
Use of Reserves - 515,193 515,193 0.00% -
027- Local Transportation 137,000 72,000 72,000 0.00% 0.27% Operating 9,465 13,534 13,534 0.00%
Transfers In 127,535 58,466 58,466 0.00%
029- Transportation Planning 45,306 45,300 45,300 0.00% 0.17% Operating 45,306 45,300 45,300
-
031- Measure A 462,937 1,013,852 1,013,852 0.00% 3.81%
Operating 462,937 455,450 455,450
Use of Reserves - 558,402 558,402
-
032 - ARPA Funding - 675,743 675,743 0.00% 2.54%
Operating - - -
Use of Reserves - 675,743 675,743
Total 18,687,789 26,122,642 466,855 26,589,497 1.79% 100.00% By Fund Type
General Fund 11,987,307 16,959,186 306,855 17,266,041 1.81% 64.94% Enterprise Fund 5,690,800 6,481,970 160,000 6,641,970 2.47% 24.98% Special Revenue Funds 1,009,682 2,681,486 - 2,681,486 0.00% 10.08% Total: 18,687,789 26,122,642 466,855 26,589,497 1.79% 100.00% GL Account Account Name Before
Adjustment Adjustment After Adjustment
001-41035 Transient Occupancy
Tax
$ (3,800,000.00) $ (250,000.00) $ (4,050,000.00)
001-44040 Transfer from Reserves $ (5,277,689.00) $ (56,855.00) $ (4,050,000.00) 020-49661 Transfer from Reserves $ (686,420.00) $ (160,000.00) $ (846,420.00) $ (466,855.00)
Type
TOT increase effective 2/1/2025 Operating
Use of reserve for expenditures exceeding
revenue
Use of reserve for expenditures exceeding
revenue
Use of Reserves
Use of Reserves
Description
March 27, 2025
Exhibit A FY 2024-25 Second Quarter
Budget Amendments
City of Buellton Fiscal Year 2024-25 Expenditure Budget Amendments Schedule of Expenditure
Fund Original Budget Current Budget
Proposed
Amendments
Amended
Budget % Change % of Budget
001- General $ 10,117,712 $ 16,959,185 $ 306,855 $ 17,266,040 1.81% 64.93% Employee Services 2,713,197 2,839,294 - 2,839,294 0.00% Operating & Maintenance 6,341,219 7,289,864 228,605 7,518,469 3.14% Minor Capital 58,296 76,696 78,250 154,946 102.03%
Transfer to CIP 1,005,000 6,753,331 - 6,753,331 0.00%
-
005- Wastewater 2,385,317 2,483,880 - 2,483,880 0.00% 9.34% Employee Services 561,193 574,772 - 574,772 0.00%
Operating & Maintenance 1,181,124 1,209,108 - 1,209,108 0.00% Minor Capital 78,000 135,000 - 135,000 0.00%
Transfer to CIP 565,000 565,000 - 565,000 0.00% -
006- Wastewater Capital 315,000 315,000 315,000 0.00% 1.18% Operating 15,000 15,000 15,000 0.00%
Transfer to CIP 300,000 300,000 300,000 0.00%
020- Water 2,705,483 3,258,091 160,000 3,418,091 4.91% 12.85% Employee Services 381,012 480,473 480,473 0.00%
Operating & Maintenance 1,971,471 2,030,495 160,000 2,190,495 7.88% Minor Capital 18,000 73,000 73,000 0.00%
Transfer to CIP 335,000 674,123 674,123 0.00%
021- Water Capital 285,000 425,000 425,000 0.00% 1.60%
Operating 35,000 75,000 75,000 0.00%
Transfer to CIP 250,000 350,000 350,000 0.00% -
023- Housing 3,000 3,000 3,000 0.00% 0.01%
Operating 3,000 3,000 3,000 0.00% -
025- Gas Tax 222,000 872,416 872,416 0.00% 3.28%
Operating 122,000 122,000 122,000 0.00%
Transfer to CIP 100,000 750,416 750,416 0.00% -
027- Local Transportation 137,000 72,000 72,000 0.00% 0.27% Operating 87,000 22,000 22,000 0.00%
Transfer to CIP - - - #DIV/0!
Transfer to Reserves 50,000 50,000 50,000 0.00%
-
029- Transportation Planning 45,000 45,000 45,000 0.00% 0.17% Operating 45,000 45,000 45,000
-
031- Measure A 457,000 1,013,852 1,013,852 0.00% 3.81%
Operating 97,000 30,000 30,000
Transfer to CIP 360,000 983,852 983,852
-
032 - ARPA Funding - 675,743 675,743 0.00% 2.54%
Transfer to CIP - 675,743 675,743
Total $ 16,672,512 $ 26,123,167 $ 466,855 $ 26,590,022 1.79% 100.00% By Fund Type
General Fund $ 10,117,712 $ 16,959,185 $ 306,855 $ 17,266,040 1.81% 64.93% Enterprise Fund 5,690,800 6,481,971 160,000 6,641,971 2.47% 24.98% Special Revenue Funds 864,000 2,682,011 - 2,682,011 0.00% 10.09% Total: $ 16,672,512 $ 26,123,167 $ 466,855 $ 26,590,022 1.79% 100.00% GL Account Account Name Before Adjustment Adjustment After Adjustment 001-401-60013 Election Expense $ 15,000 $ 38,000 $ 53,000 001-401-72300 Computer Equipment $ 3,000 $ 4,650 $ 7,650 001-501-60270 Maintenance-Vehicles $ - $ 10,300 $ 10,300 001-501-60800 Contract Services $ 2,925,921 $ 46,000 $ 2,971,921 001-501-61280 Fuel - Vehicles $ - $ 780 $ 780
001-501-73500 Equipment $ - $ 3,750 $ 3,750
001-510-60900 Miscellaneous $ 2,500 $ 11,500 $ 14,000
001-510-60900 Miscellaneous $ 2,500 $ 5,000 $ 7,500
001-510-72200 Office Furniture $ - $ 8,050 $ 8,050
001-556-60800 Contract Services $ 120,000 $ 30,000 $ 150,000 001-556-74101 1000 Trees Program $ - $ 30,000 $ 30,000
001-558-60210 Computer Maintenance
&Software
$ 7,000 $ 3,025 $ 10,025
001-558-60250 Maintenance / Repair $ 130,000 $ 84,000 $ 214,000 001-558-73500 Equipment $ 22,000 $ 31,800 $ 53,800
001-565-50000 Salaries $ 376,199 $ (68,926) $ 307,273
001-565-50030 Hourly Employee $ 46,074 $ 68,926 $ 115,000 020-601-60250 Maintenance / Repair $ 80,000 $ 120,000 $ 200,000 020-601-61241 Utilities - Electric $ 87,700 $ 40,000 $ 127,700 $ 466,855
Description Type
Operating
Operating
Operating
Increase for District 4 special election.
TVs & broadcasting equipment at CCC Minor Capital
Operating
New: budget line item for motorcycle
maintenance. Cost of Motor Deputy-OT
Motor Deputy Bike Fuel
Motor cabin storage for Sheriff Department.
New: library IT installation
Minor Capital
Operating
Operating
Minor Capital
Operating
Purchase of plaque for lib. and storage boxes
New: library mobile book return, return cart, etc.
Irrigation at 202 Dairyland Rd. & CH
landscaping
Acquisition of message trailer & traffic analyst
equipment.
Minor Capital
Transfer of savings from vacation position for
Hourly
Employee Services
Contract Planner increased salary & hours Employee Services Water treatment plant major repairs. Operating
PG&E rate increase & higher electricity usage
July-Sept 2024
Operating
New: 1000 Trees Planting Program Minor Capital
IT installation at New: SYVCO location. Operating
Roof repair at 202 Dairyland Road Operating
March 27, 2025
Exhibit A FY 2024-25 Second Quarter
Budget Amendments
City of Buellton Fiscal Year 2024-25 Capital Improvement Budget Amendments Project Number PROJECT DESCRIPTION
FY 2024-25 Original
Budget
FY 2024-25 Current
Budget
FY 2024-25
Additions/
(Deletions)
FY 2024-25
Proposed
Amended Total % Change
092-102
102- Storm Drain Outfall Repairs & Re-Establishment
40,000 40,000 - 40,000
0.00%
092-207 207- Santa Ynez River Trail 75,000 425,000 - 425,000 0.00% 092-212 212- The Avenue Improvements - Median 3 850,000 850,000 - 850,000 0.00% 092-214 214- City Hall Emergency Generator - 40,000 - 40,000 0.00% 092-217 217- River View Park Basketball Court Resurfacing - 80,000 - 80,000 0.00% 092-220 220- Willemsen Parking Lot - 1,375,000 - 1,375,000 0.00% 092-221 221- Willemsen House Renovation - 2,099,668 - 2,099,668 0.00% 092-223 223- SYV Community Outreach CBDG Grant - 184,885 - 184,885 0.00% 092-307 307- McMurray Road Widening/TS - 1,578,294 - 1,578,294 0.00% 092-308 308- North Avenue of Flags Park and Ride - 50,000 - 50,000 0.00% 092-309 309- West Highway 246 Safety Improvements - 414,752 - 414,752 0.00% 092-322 322- Road Maintenance Project (2023-24) - 800,000 - 800,000 0.00% 092-323 323- Road Maintenance Project (2024-2025) 500,000 500,000 - 500,000 0.00% 092-401 401- River View Park Miscellaneous Improvement - 50,000 - 50,000 0.00% 092-603 603- Water Treatment Plant Facilities Improvement 150,000 150,000 - 150,000 0.00% 092-605 605- Water Treatment Plant Backwash Reclamation - 100,000 - 100,000 0.00% 092-609
609- Supplemental Well/Storage/Water Treatment Plant Feasibility 50,000 50,000 - 50,000
0.00%
092-610 610- Water Distribution System Improvement 100,000 100,000 - 100,000 0.00% 092-613 613- Reservoir No. 2 Roof Replacement - 874,866 - 874,866 0.00% 092-704 704- Sewer Line Replacement 250,000 250,000 - 250,000 0.00% 092-706 706- Wastewater Treatment Plant Facilities Improvement 300,000 300,000 - 300,000 0.00% 2,315,000 10,312,465 - 10,312,465 #NAME?
Fund Account Description FY 2024-25
Original Budget
FY 2024-25
Current Budget
FY 2024-25
Additions/
(Deletions)
FY 2024-25
Proposed
Amended Total
% Change
001 092-49727 Transfer from General Fund 1,005,000 6,753,331 - 6,753,331 0.00% 005 092-49729 Transfer from Sewer Fund 550,000 550,000 - 550,000 0.00% 020 092-49732 Transfer from Water Fund 300,000 599,123 - 599,123 0.00% 025 092-49726 Transfer from Gas Tax Fund 100,000 750,416 - 750,416 0.00% 031 092-49728 Transfer from Measure A 360,000 983,852 - 983,852 0.00% 032 092-49734 Transfer from American Relief Plan Act - 675,743 - 675,743 0.00% Total Funding Sources: 2,315,000 10,312,465 - 10,312,465 0.00% GL Account Account Name Before
Adjustment Adjustment After Adjustment
NO BUDGET AMENDMENTS
$ -
Funding Sources
Description Project #
3/4/2025 3:43:14 PM Page 1 of 16
Budget Report
City of Buellton, CA General Fund
For Fiscal: 2024-2025 Period Ending: 12/31/2024
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Fund: 001 - General Fund
Revenue
Category: 410 - Taxes
001-41005 Property Taxes - Secured 1,859,335.00 1,871,163.00 743,924.59 1,052,024.94 -819,138.06 56.22 % 001-41010 Property Taxes - Unsecured 69,112.00 74,264.00 0.00 69,695.25 -4,568.75 93.85 % 001-41015 Homeowners Exemptions 6,590.00 6,590.00 942.78 942.78 -5,647.22 14.31 % 001-41020 Franchise Fees 434,500.00 415,038.00 39,480.76 146,271.25 -268,766.75 35.24 % 001-41025 Sales Tax 3,540,543.00 3,610,776.00 471,500.72 1,806,773.55 -1,804,002.45 50.04 % 001-41035 Transient Occupancy Tax 3,800,000.00 3,800,000.00 343,914.83 2,175,265.09 -1,624,734.91 57.24 % 001-41040 Property Transfer Tax 43,463.00 25,000.00 2,669.70 16,126.27 -8,873.73 64.51 % Category: 410 - Taxes Total: 9,753,543.00 9,802,831.00 1,602,433.38 5,267,099.13 -4,535,731.87 53.73% Category: 420 - Fees & Permits
001-42010 Zoning Clearance 1,125.00 1,125.00 90.00 675.00 -450.00 60.00 % 001-42015 Small Permits 9,000.00 9,000.00 2,000.00 9,740.00 740.00 108.22 % 001-49585 Miscellaneous Permits 0.00 0.00 0.00 45.00 45.00 0.00 % 001-49632 Time Extension Fees 0.00 0.00 390.00 390.00 390.00 0.00 % Category: 420 - Fees & Permits Total: 10,125.00 10,125.00 2,480.00 10,850.00 725.00 107.16% Category: 430 - Revenues From Other Agencies
001-43005 Motor Vehicle in Lieu Tax 4,500.00 5,980.00 0.00 0.00 -5,980.00 0.00 % 001-43010 MV License Fee Compensation 630,873.00 638,733.00 0.00 0.00 -638,733.00 0.00 % 001-43015 COPS grant 169,311.00 169,311.00 16,686.16 163,717.60 -5,593.40 96.70 % 001-43040 Beverage Container Grant 5,000.00 5,000.00 0.00 0.00 -5,000.00 0.00 % Category: 430 - Revenues From Other Agencies Total: 809,684.00 819,024.00 16,686.16 163,717.60 -655,306.40 19.99% Category: 440 - Charges for Current Services
001-44005 Buellton Recreation Program 150,000.00 160,000.00 4,280.00 31,487.50 -128,512.50 19.68 % 001-44010 Recreation Program 50/50 3,500.00 3,500.00 0.00 1,697.50 -1,802.50 48.50 % 001-44015 Buellton Rec Program Trips 3,500.00 2,650.00 0.00 955.00 -1,695.00 36.04 % 001-44020 Park Reservation Fees 4,800.00 12,210.00 430.00 6,460.00 -5,750.00 52.91 % 001-44025 Event Application Fee/Temp Use 1,585.00 1,585.00 0.00 1,010.00 -575.00 63.72 % 001-44045 Lease Revenue - Principal 148,320.00 120,226.00 0.00 0.00 -120,226.00 0.00 % Category: 440 - Charges for Current Services Total: 311,705.00 300,171.00 4,710.00 41,610.00 -258,561.00 13.86% Category: 442 - Misc
001-44250 Miscellaneous 8,950.00 17,500.00 1,320.69 13,896.58 -3,603.42 79.41 % Category: 442 - Misc Total: 8,950.00 17,500.00 1,320.69 13,896.58 -3,603.42 79.41% Category: 450 - Fines & Penalties
001-45005 Criminal Fines & Penalties 300.00 300.00 12.00 114.31 -185.69 38.10 % 001-45010 Fines & Fees 5,000.00 5,000.00 1,522.51 9,323.57 4,323.57 186.47 % Category: 450 - Fines & Penalties Total: 5,300.00 5,300.00 1,534.51 9,437.88 4,137.88 178.07% Category: 490 - Use of Monies & Properties
001-44105 Interest 78,000.00 470,000.00 96,942.57 316,571.88 -153,428.12 67.36 % 001-49010 Rent 5,000.00 5,000.00 11,662.00 71,318.00 66,318.00 1,426.36 % Category: 490 - Use of Monies & Properties Total: 83,000.00 475,000.00 108,604.57 387,889.88 -87,110.12 81.66% Category: 495 - Client Review
001-44035 Cost Reimbursement 0.00 251,546.00 0.00 0.00 -251,546.00 0.00 % 001-44040 Transfer from Reserves 1,005,000.00 5,277,689.00 0.00 0.00 -5,277,689.00 0.00 % Category: 495 - Client Review Total: 1,005,000.00 5,529,235.00 0.00 0.00 -5,529,235.00 0.00% Revenue Total: 11,987,307.00 16,959,186.00 1,737,769.31 5,894,501.07 -11,064,684.93 34.76%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 2 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Expense
Department: 401 - CITY COUNCIL
Category: 500 - Employee Services
001-401-50000 Salaries 63,176.00 70,062.00 5,210.32 33,787.08 36,274.92 48.22 % 001-401-50020 Council Salaries 34,200.00 34,200.00 2,950.00 17,200.00 17,000.00 50.29 % 001-401-50025 Council Car Allowance 4,500.00 4,500.00 375.00 2,250.00 2,250.00 50.00 % 001-401-50120 Employer SS/MC 1,478.00 1,578.00 135.24 859.75 718.25 54.48 % 001-401-50130 UI & Employee Training Tax 794.00 794.00 0.00 0.00 794.00 0.00 % 001-401-50200 PERS Retirement 19,291.00 14,235.00 1,111.39 7,131.72 7,103.28 50.10 % 001-401-50300 Workers Compensation 2,289.00 12,512.00 0.00 11,270.30 1,241.70 90.08 % 001-401-50400 Medical Benefit 15,105.00 6,430.00 2,119.16 7,797.48 -1,367.48 121.27 % 001-401-50410 Employer Paid DCP 3,661.00 4,059.00 312.62 2,024.69 2,034.31 49.88 % 001-401-50500 Group Life Ins Benefit 41.00 44.00 3.32 19.90 24.10 45.23 % Category: 500 - Employee Services Total: 144,535.00 148,414.00 12,217.05 82,340.92 66,073.08 55.48% Category: 600 - Operating & Maintenance
001-401-60013 Election Expense 7,210.00 15,000.00 0.00 17,984.01 -2,984.01 119.89 % 001-401-60210 Computer Maintenance &Software 3,152.00 3,152.00 4,642.64 4,892.57 -1,740.57 155.22 % 001-401-60710 Travel & Training 18,025.00 20,000.00 0.00 10,842.51 9,157.49 54.21 % 001-401-60900 Miscellaneous 3,914.00 4,000.00 42.96 420.14 3,579.86 10.50 % 001-401-61130 Office Supplies 525.00 550.00 128.24 183.56 366.44 33.37 % 001-401-67705 Telephone 2,060.00 2,060.00 145.10 870.54 1,189.46 42.26 % Category: 600 - Operating & Maintenance Total: 34,886.00 44,762.00 4,958.94 35,193.33 9,568.67 78.62% Category: 700 - Capital
001-401-72300 Computer Equipment 0.00 3,000.00 0.00 1,110.63 1,889.37 37.02 % Category: 700 - Capital Total: 0.00 3,000.00 0.00 1,110.63 1,889.37 37.02% Department: 401 - CITY COUNCIL Total: 179,421.00 196,176.00 17,175.99 118,644.88 77,531.12 60.48% Department: 402 - CITY MANAGER
Category: 500 - Employee Services
001-402-50000 Salaries 230,927.00 255,300.00 19,142.62 119,735.01 135,564.99 46.90 % 001-402-50015 Assistant City Manager Pay 4,099.00 4,512.00 391.00 2,346.00 2,166.00 51.99 % 001-402-50025 Car Allowance 4,800.00 4,800.00 400.00 2,400.00 2,400.00 50.00 % 001-402-50120 Employer SS/MC 2,960.00 3,059.00 305.44 1,971.40 1,087.60 64.45 % 001-402-50130 UI & Employee Training Tax 234.00 256.00 0.00 0.00 256.00 0.00 % 001-402-50200 PERS Retirement 47,747.00 50,340.00 3,829.22 24,799.71 25,540.29 49.26 % 001-402-50300 Workers Compensation 11,444.00 2,549.00 0.00 2,296.03 252.97 90.08 % 001-402-50400 Medical Benefit 26,307.00 27,977.00 2,407.46 13,399.80 14,577.20 47.90 % 001-402-50410 Employer Paid DCP 14,141.00 15,104.00 1,131.40 7,328.48 7,775.52 48.52 % 001-402-50500 Group Life Ins Benefit 101.00 110.00 9.42 56.60 53.40 51.45 % Category: 500 - Employee Services Total: 342,760.00 364,007.00 27,616.56 174,333.03 189,673.97 47.89% Category: 600 - Operating & Maintenance
001-402-60210 Computer Maintenance &Software 100.00 100.00 0.00 125.00 -25.00 125.00 % 001-402-60650 Membership & Publications 2,150.00 2,250.00 0.00 628.99 1,621.01 27.96 % 001-402-60710 Travel & Training 4,250.00 7,500.00 307.51 4,516.67 2,983.33 60.22 % 001-402-60900 Miscellaneous 500.00 500.00 0.00 113.03 386.97 22.61 % 001-402-61130 Office Supplies 0.00 0.00 0.00 42.40 -42.40 0.00 % Category: 600 - Operating & Maintenance Total: 7,000.00 10,350.00 307.51 5,426.09 4,923.91 52.43% Category: 700 - Capital
001-402-72200 Office Furniture 796.00 796.00 0.00 0.00 796.00 0.00 % 001-402-72300 Computer Equipment 0.00 1,500.00 0.00 0.00 1,500.00 0.00 % Category: 700 - Capital Total: 796.00 2,296.00 0.00 0.00 2,296.00 0.00% Department: 402 - CITY MANAGER Total: 350,556.00 376,653.00 27,924.07 179,759.12 196,893.88 47.73% Department: 403 - CITY CLERK
Category: 500 - Employee Services
001-403-50000 Salaries 94,763.00 114,806.00 8,780.18 56,677.16 58,128.84 49.37 % 001-403-50030 Hourly Employee 1,801.00 0.00 0.00 0.00 0.00 0.00 % 001-403-50120 Employer SS/MC 1,512.00 1,665.00 144.56 956.39 708.61 57.44 %
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 3 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
001-403-50130 UI & Employee Training Tax 104.00 110.00 0.00 0.00 110.00 0.00 % 001-403-50200 PERS Retirement 18,543.00 21,338.00 1,651.50 10,707.59 10,630.41 50.18 % 001-403-50300 Workers Compensation 3,434.00 1,738.00 0.00 1,565.52 172.48 90.08 % 001-403-50400 Medical Benefit 9,520.00 12,025.00 913.76 4,901.28 7,123.72 40.76 % 001-403-50410 Employer Paid DCP 5,492.00 6,672.00 468.94 3,042.61 3,629.39 45.60 % 001-403-50500 Group Life Ins Benefit 61.00 75.00 6.28 37.66 37.34 50.21 % Category: 500 - Employee Services Total: 135,230.00 158,429.00 11,965.22 77,888.21 80,540.79 49.16% Category: 600 - Operating & Maintenance
001-403-60012 Code Updates 3,296.00 4,000.00 0.00 0.00 4,000.00 0.00 % 001-403-60022 Recruitment Expense 3,090.00 4,000.00 0.00 149.26 3,850.74 3.73 % 001-403-60210 Computer Maintenance &Software 525.00 550.00 0.00 0.00 550.00 0.00 % 001-403-60520 Advertising - Legal 3,605.00 3,800.00 348.79 2,012.74 1,787.26 52.97 % 001-403-60650 Membership & Publications 618.00 1,000.00 0.00 185.00 815.00 18.50 % 001-403-60710 Travel & Training 3,090.00 6,955.00 0.00 5,270.30 1,684.70 75.78 % 001-403-60900 Miscellaneous 263.00 263.00 0.00 0.00 263.00 0.00 % 001-403-61130 Office Supplies 525.00 550.00 0.00 165.97 384.03 30.18 % 001-403-67370 H/R Expense 61,236.00 61,236.00 0.00 23,247.00 37,989.00 37.96 % Category: 600 - Operating & Maintenance Total: 76,248.00 82,354.00 348.79 31,030.27 51,323.73 37.68% Category: 700 - Capital
001-403-72300 Computer Equipment 0.00 2,500.00 0.00 0.00 2,500.00 0.00 % Category: 700 - Capital Total: 0.00 2,500.00 0.00 0.00 2,500.00 0.00% Department: 403 - CITY CLERK Total: 211,478.00 243,283.00 12,314.01 108,918.48 134,364.52 44.77% Department: 404 - CITY ATTORNEY
Category: 500 - Employee Services
001-404-50000 Salaries 206,000.00 206,000.00 0.00 0.00 206,000.00 0.00 % Category: 500 - Employee Services Total: 206,000.00 206,000.00 0.00 0.00 206,000.00 0.00% Category: 600 - Operating & Maintenance
001-404-60840 Contract Services-Legal Fees 0.00 0.00 20,384.60 81,549.80 -81,549.80 0.00 % Category: 600 - Operating & Maintenance Total: 0.00 0.00 20,384.60 81,549.80 -81,549.80 0.00% Department: 404 - CITY ATTORNEY Total: 206,000.00 206,000.00 20,384.60 81,549.80 124,450.20 39.59% Department: 410 - NON-DEPARTMENTAL
Category: 500 - Employee Services
001-410-50400 Medical Benefit 135,265.00 168,145.00 12,606.07 62,821.90 105,323.10 37.36 % Category: 500 - Employee Services Total: 135,265.00 168,145.00 12,606.07 62,821.90 105,323.10 37.36% Category: 600 - Operating & Maintenance
001-410-50600 Insurance - Liability 86,480.00 76,800.00 0.00 76,824.60 -24.60 100.03 % 001-410-50610 Insurance - Property 27,300.00 23,300.00 0.00 20,752.00 2,548.00 89.06 % 001-410-60014 Emergency Operations 10,000.00 10,000.00 85.90 569.45 9,430.55 5.69 % 001-410-60015 Animal Control 48,988.00 48,988.00 0.00 12,247.00 36,741.00 25.00 % 001-410-60210 Computer Maintenance &Software 46,350.00 57,227.00 1,145.00 48,622.48 8,604.52 84.96 % 001-410-60211 Data Processing Contract Maint 1,655.00 1,655.00 47.05 406.55 1,248.45 24.56 % 001-410-60310 Equipment Rental 9,785.00 9,785.00 411.61 4,319.76 5,465.24 44.15 % 001-410-60650 Membership & Publications 19,985.00 19,985.00 0.00 100.00 19,885.00 0.50 % 001-410-60800 Contract Services 67,638.00 67,638.00 4,991.98 30,926.94 36,711.06 45.72 % 001-410-60900 Miscellaneous 8,776.00 8,776.00 1,649.80 7,447.08 1,328.92 84.86 % 001-410-60905 CalPERS Unfunded Accrued Liability 125,000.00 125,000.00 0.00 140,000.00 -15,000.00 112.00 % 001-410-60910 Misc Recognition Items 1,000.00 1,000.00 0.00 54.38 945.62 5.44 % 001-410-61130 Office Supplies 10,815.00 10,815.00 772.20 6,876.57 3,938.43 63.58 % 001-410-61131 Postage 1,648.00 1,825.00 66.67 969.34 855.66 53.11 % 001-410-61210 Utilities - Sewer 3,090.00 3,090.00 242.88 1,457.28 1,632.72 47.16 % 001-410-61211 Utilities - Water 4,017.00 4,017.00 304.94 1,758.12 2,258.88 43.77 % 001-410-61230 Utilities - Gas 3,090.00 2,000.00 412.87 719.49 1,280.51 35.97 % 001-410-61241 Utilities - Electric 8,240.00 8,240.00 807.14 5,024.10 3,215.90 60.97 % 001-410-61292 Internet Access/ Website Maint 7,210.00 7,210.00 481.55 2,795.80 4,414.20 38.78 % 001-410-61410 Newsletter 0.00 250.00 0.00 0.00 250.00 0.00 % 001-410-67200 Community Organization Support 42,642.00 42,642.00 0.00 18,746.00 23,896.00 43.96 %
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 4 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
001-410-67205 Senior Center Support 140,406.00 250,000.00 0.00 250,000.00 0.00 100.00 % 001-410-67370 H/R Expense 0.00 0.00 0.00 199.81 -199.81 0.00 % 001-410-67430 LAFCO Contribution 3,183.00 3,183.00 0.00 2,870.00 313.00 90.17 % 001-410-67545 Principal and Interest 39,741.00 39,741.00 39,740.60 39,740.60 0.40 100.00 % 001-410-67620 SB Co Mntl Hlth Mbl Crisis Svc 3,371.00 3,371.00 0.00 3,355.00 16.00 99.53 % 001-410-67705 Telephone 8,559.00 8,550.00 890.88 5,138.86 3,411.14 60.10 % 001-410-67790 Visitors Bureau 450,000.00 450,000.00 37,500.00 225,000.00 225,000.00 50.00 % 001-410-69100 Transfer to Other Funds 30,535.00 28,466.00 0.00 0.00 28,466.00 0.00 % 001-410-69600 Undesignated Misc Support 4,000.00 14,000.00 0.00 11,000.00 3,000.00 78.57 % Category: 600 - Operating & Maintenance Total: 1,213,504.00 1,327,554.00 89,551.07 917,921.21 409,632.79 69.14% Category: 700 - Capital
001-410-72300 Computer Equipment 5,500.00 5,500.00 0.00 0.00 5,500.00 0.00 % 001-410-77000 Transfer Out for Capital Outlay 965,000.00 6,713,331.00 679,454.74 1,732,852.91 4,980,478.09 25.81 % Category: 700 - Capital Total: 970,500.00 6,718,831.00 679,454.74 1,732,852.91 4,985,978.09 25.79% Department: 410 - NON-DEPARTMENTAL Total: 2,319,269.00 8,214,530.00 781,611.88 2,713,596.02 5,500,933.98 33.03% Department: 420 - FINANCE
Category: 500 - Employee Services
001-420-50000 Salaries 159,594.00 199,103.00 15,810.16 98,400.48 100,702.52 49.42 % 001-420-50030 Hourly Employee 7,200.00 0.00 0.00 0.00 0.00 0.00 % 001-420-50120 Employer SS/MC 2,761.00 2,887.00 253.16 1,587.02 1,299.98 54.97 % 001-420-50130 UI & Employee Training Tax 268.00 279.00 0.00 0.00 279.00 0.00 % 001-420-50200 PERS Retirement 12,084.00 15,808.00 1,245.62 8,049.50 7,758.50 50.92 % 001-420-50300 Workers Compensation 4,006.00 4,402.00 0.00 3,965.14 436.86 90.08 % 001-420-50400 Medical Benefit 22,627.00 30,980.00 2,266.62 11,752.44 19,227.56 37.94 % 001-420-50410 Employer Paid DCP 9,063.00 11,856.00 756.72 4,905.15 6,950.85 41.37 % 001-420-50500 Group Life Ins Benefit 141.00 190.00 14.30 85.80 104.20 45.16 % Category: 500 - Employee Services Total: 217,744.00 265,505.00 20,346.58 128,745.53 136,759.47 48.49% Category: 600 - Operating & Maintenance
001-420-60021 Audit 10,300.00 10,300.00 333.34 5,333.34 4,966.66 51.78 % 001-420-60210 Computer Maintenance &Software 515.00 515.00 0.00 199.00 316.00 38.64 % 001-420-60650 Membership & Publications 1,170.00 1,170.00 0.00 160.00 1,010.00 13.68 % 001-420-60710 Travel & Training 4,120.00 4,120.00 424.84 1,284.84 2,835.16 31.19 % 001-420-60800 Contract Services 14,420.00 14,420.00 1,351.80 4,551.79 9,868.21 31.57 % 001-420-60900 Miscellaneous 103.00 103.00 0.00 0.00 103.00 0.00 % 001-420-61130 Office Supplies 773.00 1,000.00 67.46 450.88 549.12 45.09 % Category: 600 - Operating & Maintenance Total: 31,401.00 31,628.00 2,177.44 11,979.85 19,648.15 37.88% Category: 700 - Capital
001-420-72100 Office Equipment 500.00 500.00 0.00 0.00 500.00 0.00 % 001-420-72200 Office Furniture 0.00 400.00 0.00 0.00 400.00 0.00 % Category: 700 - Capital Total: 500.00 900.00 0.00 0.00 900.00 0.00% Department: 420 - FINANCE Total: 249,645.00 298,033.00 22,524.02 140,725.38 157,307.62 47.22% Department: 501 - PUBLIC SAFETY - POLICE/FIRE
Category: 600 - Operating & Maintenance
001-501-60800 Contract Services 2,587,378.00 2,925,921.00 243,827.00 1,465,745.43 1,460,175.57 50.10 % 001-501-60810 Contract Services - Fire Dept 268,476.00 268,476.00 0.00 136,618.00 131,858.00 50.89 % 001-501-61241 Utilities - Electric 4,703.00 4,703.00 484.72 2,689.36 2,013.64 57.18 % Category: 600 - Operating & Maintenance Total: 2,860,557.00 3,199,100.00 244,311.72 1,605,052.79 1,594,047.21 50.17% Department: 501 - PUBLIC SAFETY - POLICE/FIRE Total: 2,860,557.00 3,199,100.00 244,311.72 1,605,052.79 1,594,047.21 50.17% Department: 510 - LEISURE SERVICES - LIBRARY
Category: 600 - Operating & Maintenance
001-510-60800 Contract Services 199,541.00 193,729.00 0.00 193,729.00 0.00 100.00 % 001-510-60900 Miscellaneous 0.00 2,500.00 467.30 4,632.21 -2,132.21 185.29 % 001-510-61211 Utilities - Water 3,399.00 3,399.00 269.43 1,530.16 1,868.84 45.02 % 001-510-61230 Utilities - Gas 1,236.00 1,236.00 0.00 59.30 1,176.70 4.80 %
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 5 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
001-510-61241 Utilities - Electric 3,090.00 4,200.00 201.57 2,108.46 2,091.54 50.20 % Category: 600 - Operating & Maintenance Total: 207,266.00 205,064.00 938.30 202,059.13 3,004.87 98.53% Department: 510 - LEISURE SERVICES - LIBRARY Total: 207,266.00 205,064.00 938.30 202,059.13 3,004.87 98.53% Department: 511 - RECREATION
Category: 500 - Employee Services
001-511-50000 Salaries 234,776.00 251,277.00 19,574.92 126,122.33 125,154.67 50.19 % 001-511-50030 Hourly Employees 85,640.00 69,447.00 2,411.50 18,114.00 51,333.00 26.08 % 001-511-50120 Employer SS/MC 9,956.00 8,956.00 452.49 3,200.19 5,755.81 35.73 % 001-511-50130 UI & Employee Training Tax 1,693.00 1,509.00 25.57 287.78 1,221.22 19.07 % 001-511-50200 PERS Retirement 38,196.00 31,732.00 2,575.29 16,491.37 15,240.63 51.97 % 001-511-50300 Workers Compensation 28,610.00 34,988.00 0.00 31,515.75 3,472.25 90.08 % 001-511-50400 Medical Benefit 51,413.00 50,781.00 4,608.18 24,653.33 26,127.67 48.55 % 001-511-50410 Employer Paid DCP 13,948.00 14,789.00 1,135.92 5,615.54 9,173.46 37.97 % 001-511-50500 Group Life Ins Benefit 321.00 310.00 25.86 155.15 154.85 50.05 % Category: 500 - Employee Services Total: 464,553.00 463,789.00 30,809.73 226,155.44 237,633.56 48.76% Category: 600 - Operating & Maintenance
001-511-60210 Computer Maintenance & Software 3,111.00 6,857.00 1,313.82 3,824.82 3,032.18 55.78 % 001-511-60211 Data Processing Contract Maint 10,300.00 10,300.00 472.31 3,594.32 6,705.68 34.90 % 001-511-60250 Maintenance/Repair 5,150.00 5,150.00 159.53 1,689.95 3,460.05 32.81 % 001-511-60252 Maintenance/Repair-Joint Use 10,300.00 10,300.00 0.00 0.00 10,300.00 0.00 % 001-511-60270 Maintenance-Vehicles 6,180.00 6,180.00 0.00 3,265.72 2,914.28 52.84 % 001-511-60310 Equipment Rental 1,770.00 1,770.00 128.22 769.32 1,000.68 43.46 % 001-511-60510 Advertising 16,043.00 4,500.00 139.38 442.31 4,057.69 9.83 % 001-511-60710 Travel & Training 2,060.00 2,060.00 0.00 0.00 2,060.00 0.00 % 001-511-60800 Contract Services 36,771.00 31,000.00 0.00 23,411.60 7,588.40 75.52 % 001-511-60900 Miscellaneous 515.00 515.00 0.00 21.76 493.24 4.23 % 001-511-61130 Office Supplies 2,060.00 2,060.00 127.39 1,159.46 900.54 56.28 % 001-511-61280 Fuel-Vehicles 9,476.00 9,476.00 0.00 2,042.62 7,433.38 21.56 % 001-511-61290 Telephone/Internet 4,326.00 4,326.00 430.57 2,471.72 1,854.28 57.14 % 001-511-67135 Buellton Rec Program Trips 2,575.00 1,900.00 120.00 520.00 1,380.00 27.37 % 001-511-67140 Buellton Recreation Program 84,460.00 84,460.00 4,293.13 32,384.66 52,075.34 38.34 % 001-511-67141 Arts and Culture 100,000.00 145,468.00 0.00 63,335.00 82,133.00 43.54 % 001-511-67142 Arts and Culture Outreach 0.00 3,000.00 0.00 416.99 2,583.01 13.90 % 001-511-67570 Recreation Program 50/50 2,575.00 2,000.00 0.00 16.15 1,983.85 0.81 % Category: 600 - Operating & Maintenance Total: 297,672.00 331,322.00 7,184.35 139,366.40 191,955.60 42.06% Category: 700 - Capital
001-511-72100 Office Equipment 0.00 500.00 0.00 440.00 60.00 88.00 % 001-511-72300 Computer Equipment 0.00 1,000.00 0.00 0.00 1,000.00 0.00 % 001-511-73500 Equipment 0.00 3,500.00 200.00 200.00 3,300.00 5.71 % Category: 700 - Capital Total: 0.00 5,000.00 200.00 640.00 4,360.00 12.80% Department: 511 - RECREATION Total: 762,225.00 800,111.00 38,194.08 366,161.84 433,949.16 45.76% Department: 550 - PUBLIC WORKS - STREET LIGHTS
Category: 600 - Operating & Maintenance
001-550-61241 Utilities - Electric 50,000.00 73,500.00 3,422.67 27,026.88 46,473.12 36.77 % Category: 600 - Operating & Maintenance Total: 50,000.00 73,500.00 3,422.67 27,026.88 46,473.12 36.77% Department: 550 - PUBLIC WORKS - STREET LIGHTS Total: 50,000.00 73,500.00 3,422.67 27,026.88 46,473.12 36.77% Department: 551 - STORM WATER
Category: 600 - Operating & Maintenance
001-551-60250 Maintenance / Repair 30,000.00 30,000.00 2,197.93 16,522.93 13,477.07 55.08 % 001-551-60650 Membership & Publications 700.00 700.00 0.00 0.00 700.00 0.00 % 001-551-60800 Contract Services 160,000.00 180,000.00 8,848.75 65,817.96 114,182.04 36.57 % 001-551-67575 Regulatory Compliance 50,000.00 175,000.00 0.00 11,224.00 163,776.00 6.41 % Category: 600 - Operating & Maintenance Total: 240,700.00 385,700.00 11,046.68 93,564.89 292,135.11 24.26%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 6 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Category: 700 - Capital
001-551-77000 Transfer out for Capital Outlay 40,000.00 40,000.00 0.00 0.00 40,000.00 0.00 % Category: 700 - Capital Total: 40,000.00 40,000.00 0.00 0.00 40,000.00 0.00% Department: 551 - STORM WATER Total: 280,700.00 425,700.00 11,046.68 93,564.89 332,135.11 21.98% Department: 552 - PUBLIC WORKS - PARKS
Category: 600 - Operating & Maintenance
001-552-60059 Maintenance-Repair Village Park 5,000.00 3,000.00 0.00 120.05 2,879.95 4.00 % 001-552-60254 Maintenance/Repair-A&F Medians 10,000.00 6,000.00 0.00 0.00 6,000.00 0.00 % 001-552-60255 Maintenance/Repair-Golf Course 50,000.00 50,000.00 1,910.19 7,633.73 42,366.27 15.27 % 001-552-60256 Maintenance/Repair-Oak Park 10,000.00 15,000.00 0.00 0.00 15,000.00 0.00 % 001-552-60257 Maintenance/Repair-Paws Park 35,000.00 35,000.00 0.00 19,000.00 16,000.00 54.29 % 001-552-60258 Maintenance/Repair-River View 50,000.00 50,000.00 688.30 33,275.72 16,724.28 66.55 % 001-552-60259 Maintenance and Repair - Botanic … 30,000.00 30,000.00 0.00 0.00 30,000.00 0.00 % 001-552-60800 Contract Services 300,000.00 300,000.00 23,320.00 149,525.10 150,474.90 49.84 % 001-552-61125 Small Equipment 500.00 500.00 0.00 0.00 500.00 0.00 % 001-552-61140 Operational Supplies 4,700.00 7,000.00 1,401.76 5,540.85 1,459.15 79.16 % 001-552-61211 Utilities - Water 76,500.00 76,500.00 3,593.23 52,172.92 24,327.08 68.20 % 001-552-61241 Utilities - Electric 4,000.00 6,000.00 455.35 2,354.85 3,645.15 39.25 % Category: 600 - Operating & Maintenance Total: 575,700.00 579,000.00 31,368.83 269,623.22 309,376.78 46.57% Category: 700 - Capital
001-552-73500 Equipment 5,000.00 5,000.00 0.00 0.00 5,000.00 0.00 % Category: 700 - Capital Total: 5,000.00 5,000.00 0.00 0.00 5,000.00 0.00% Department: 552 - PUBLIC WORKS - PARKS Total: 580,700.00 584,000.00 31,368.83 269,623.22 314,376.78 46.17% Department: 556 - PUBLIC WORKS - LANDSCAPE MAINTENANCE
Category: 600 - Operating & Maintenance
001-556-60250 Maintenance/Repair 25,000.00 25,000.00 0.00 3,833.67 21,166.33 15.33 % 001-556-60800 Contract Services 120,000.00 120,000.00 5,621.24 113,541.69 6,458.31 94.62 % 001-556-61211 Utilities - Water 38,000.00 38,000.00 3,139.88 20,528.94 17,471.06 54.02 % 001-556-61241 Utilities - Electric 4,300.00 4,950.00 580.47 2,242.26 2,707.74 45.30 % Category: 600 - Operating & Maintenance Total: 187,300.00 187,950.00 9,341.59 140,146.56 47,803.44 74.57% Category: 700 - Capital
001-556-74101 1000 Trees Program 0.00 0.00 0.00 3,539.25 -3,539.25 0.00 % Category: 700 - Capital Total: 0.00 0.00 0.00 3,539.25 -3,539.25 0.00% Department: 556 - PUBLIC WORKS - LANDSCAPE MAINTENANCE To… 187,300.00 187,950.00 9,341.59 143,685.81 44,264.19 76.45% Department: 558 - PUBLIC WORKS - GENERAL
Category: 500 - Employee Services
001-558-50000 Salaries 391,709.00 365,554.00 31,195.23 201,138.77 164,415.23 55.02 % 001-558-50030 Hourly Employees 5,040.00 0.00 0.00 0.00 0.00 0.00 % 001-558-50120 Employer SS/MC 6,066.00 5,301.00 545.33 3,450.90 1,850.10 65.10 % 001-558-50130 UI & Employee Training Tax 639.00 492.00 0.00 0.00 492.00 0.00 % 001-558-50200 PERS Retirement 40,745.00 38,974.00 3,367.92 21,669.89 17,304.11 55.60 % 001-558-50300 Workers Compensation 19,455.00 8,689.00 0.00 7,826.69 862.31 90.08 % 001-558-50400 Medical Benefit 65,999.00 54,401.00 6,244.63 33,164.00 21,237.00 60.96 % 001-558-50410 Employer Paid DCP 22,062.00 19,894.00 1,613.88 10,360.69 9,533.31 52.08 % 001-558-50500 Group Life Ins Benefit 406.00 335.00 32.40 194.30 140.70 58.00 % Category: 500 - Employee Services Total: 552,121.00 493,640.00 42,999.39 277,805.24 215,834.76 56.28% Category: 600 - Operating & Maintenance
001-558-60131 Laundry / Uniforms 1,500.00 2,500.00 0.00 0.00 2,500.00 0.00 % 001-558-60210 Computer Maintenance &Software 7,000.00 7,000.00 258.59 3,658.74 3,341.26 52.27 % 001-558-60250 Maintenance / Repair 70,000.00 130,000.00 4,182.01 131,654.21 -1,654.21 101.27 % 001-558-60270 Maintenance - Vehicles 10,000.00 10,000.00 54.88 8,653.94 1,346.06 86.54 % 001-558-60560 Signs 8,000.00 8,000.00 0.00 601.33 7,398.67 7.52 % 001-558-60650 Membership & Publications 850.00 850.00 0.00 180.00 670.00 21.18 % 001-558-60710 Travel & Training 3,000.00 3,000.00 0.00 2,109.65 890.35 70.32 % 001-558-60800 Contract Services 126,280.00 192,941.00 24,857.66 83,475.88 109,465.12 43.26 %
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 7 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
001-558-60900 Miscellaneous 1,000.00 1,000.00 12.27 260.27 739.73 26.03 % 001-558-61127 Tools 2,500.00 2,500.00 420.20 1,310.03 1,189.97 52.40 % 001-558-61130 Office Supplies 600.00 600.00 0.00 43.49 556.51 7.25 % 001-558-61140 Operational Supplies 5,100.00 5,100.00 1,135.02 3,274.09 1,825.91 64.20 % 001-558-61210 Utilities - Sewer 729.00 729.00 60.72 364.32 364.68 49.98 % 001-558-61211 Utilities - Water 39,780.00 39,780.00 3,301.54 22,556.80 17,223.20 56.70 % 001-558-61230 Utilities - Gas 950.00 950.00 30.62 110.51 839.49 11.63 % 001-558-61241 Utilities - Electric 2,326.00 3,820.00 1,030.15 2,079.24 1,740.76 54.43 % 001-558-61280 Fuel - Vehicles 11,000.00 11,000.00 752.25 5,463.02 5,536.98 49.66 % 001-558-67575 Regulatory Compliance 3,500.00 3,500.00 0.00 86.00 3,414.00 2.46 % 001-558-67600 Safety Equipment 2,000.00 2,000.00 0.00 655.51 1,344.49 32.78 % 001-558-67705 Telephone 2,760.00 2,760.00 234.32 1,415.96 1,344.04 51.30 % Category: 600 - Operating & Maintenance Total: 298,875.00 428,030.00 36,330.23 267,952.99 160,077.01 62.60% Category: 700 - Capital
001-558-72300 Computer Equipment 2,000.00 4,000.00 0.00 0.00 4,000.00 0.00 % 001-558-73500 Equipment 18,000.00 22,000.00 23,918.31 38,269.91 -16,269.91 173.95 % 001-558-74100 Improvements 25,000.00 25,000.00 1,000.00 1,000.00 24,000.00 4.00 % Category: 700 - Capital Total: 45,000.00 51,000.00 24,918.31 39,269.91 11,730.09 77.00% Department: 558 - PUBLIC WORKS - GENERAL Total: 895,996.00 972,670.00 104,247.93 585,028.14 387,641.86 60.15% Department: 565 - PLANNING
Category: 500 - Employee Services
001-565-50000 Salaries 334,472.00 376,199.00 19,657.51 122,338.29 253,860.71 32.52 % 001-565-50010 Planning Commission Salaries 5,000.00 5,000.00 0.00 800.00 4,200.00 16.00 % 001-565-50030 Hourly Employee 41,099.00 46,074.00 10,800.00 40,586.04 5,487.96 88.09 % 001-565-50120 Employer SS/MC 7,987.00 8,215.00 472.37 2,642.42 5,572.58 32.17 % 001-565-50130 UI & Employee Training Tax 596.00 625.00 0.00 81.14 543.86 12.98 % 001-565-50200 PERS Retirement 37,196.00 42,389.00 2,491.43 13,824.21 28,564.79 32.61 % 001-565-50300 Workers Compensation 11,444.00 9,848.00 0.00 8,870.68 977.32 90.08 % 001-565-50400 Medical Benefit 47,886.00 51,028.00 3,197.07 22,181.12 28,846.88 43.47 % 001-565-50410 Employer Paid DCP 20,003.00 22,392.00 856.26 5,556.03 16,835.97 24.81 % 001-565-50500 Group LIfe Ins Benefit 306.00 325.00 18.78 121.02 203.98 37.24 % 001-565-60715 Travel & Training - Planning Comissi… 9,000.00 9,270.00 1,350.00 1,350.00 7,920.00 14.56 % Category: 500 - Employee Services Total: 514,989.00 571,365.00 38,843.42 218,350.95 353,014.05 38.22% Category: 600 - Operating & Maintenance
001-565-60210 Computer Maintenance &Software 4,040.00 14,040.00 0.00 60.00 13,980.00 0.43 % 001-565-60250 Maintenance / Repair 200.00 200.00 0.00 0.00 200.00 0.00 % 001-565-60310 Equipment Rental 7,250.00 7,250.00 1,136.83 3,725.69 3,524.31 51.39 % 001-565-60520 Advertising - Legal 3,000.00 3,000.00 0.00 975.76 2,024.24 32.53 % 001-565-60650 Membership & Publications 1,850.00 1,850.00 100.00 100.00 1,750.00 5.41 % 001-565-60710 Travel & Training 8,000.00 8,240.00 675.00 4,713.60 3,526.40 57.20 % 001-565-60800 Contract Services 20,000.00 51,200.00 1,900.00 13,115.00 38,085.00 25.62 % 001-565-60830 Contract Services-Engineering 54,400.00 54,400.00 4,993.33 26,607.48 27,792.52 48.91 % 001-565-60850 Comprehensive Zoning Code Update 75,000.00 75,000.00 0.00 0.00 75,000.00 0.00 % 001-565-60855 Comprehensive General Plan Update 75,000.00 175,000.00 15,310.74 46,397.41 128,602.59 26.51 % 001-565-60900 Miscellaneous 1,100.00 3,100.00 0.00 2,139.94 960.06 69.03 % 001-565-61130 Office Supplies 2,000.00 2,000.00 0.00 87.85 1,912.15 4.39 % 001-565-61131 Postage 25.00 25.00 0.00 0.00 25.00 0.00 % 001-565-61241 Utilities - Electric 5,430.00 5,430.00 822.54 4,423.77 1,006.23 81.47 % 001-565-67705 Telephone 2,815.00 2,815.00 224.83 1,368.73 1,446.27 48.62 % Category: 600 - Operating & Maintenance Total: 260,110.00 403,550.00 25,163.27 103,715.23 299,834.77 25.70% Category: 700 - Capital
001-565-72100 Office Equipment 500.00 500.00 0.00 0.00 500.00 0.00 % 001-565-72200 Office Furniture 500.00 500.00 0.00 0.00 500.00 0.00 %
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/4/2025 3:43:14 PM Page 8 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
001-565-72300 Computer Equipment 500.00 500.00 0.00 0.00 500.00 0.00 % Category: 700 - Capital Total: 1,500.00 1,500.00 0.00 0.00 1,500.00 0.00% Department: 565 - PLANNING Total: 776,599.00 976,415.00 64,006.69 322,066.18 654,348.82 32.98% Expense Total: 10,117,712.00 16,959,185.00 1,388,813.06 6,957,462.56 10,001,722.44 41.02% Fund: 001 - General Fund Surplus (Deficit): 1,869,595.00 1.00 348,956.25 -1,062,961.49 -1,062,962.49 -106,296,149.00% Report Surplus (Deficit): 1,869,595.00 1.00 348,956.25 -1,062,961.49 -1,062,962.49 -106,296,149.00%
3/5/2025 10:23:23 AM Page 9 of 16
Budget Report
City of Buellton, CA Water/ Sewer Funds
For Fiscal: 2024-2025 Period Ending: 12/31/2024
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Fund: 005 - Sewer Fund
Revenue
Category: 440 - Charges for Current Services
005-44110 Sales 1,207,000.00 1,207,000.00 94,095.88 630,583.69 -576,416.31 52.24 % 005-44120 Set-Up Fees 650.00 650.00 50.00 355.00 -295.00 54.62 % 005-44125 Late Charges 5,000.00 5,000.00 514.73 5,193.94 193.94 103.88 % Category: 440 - Charges for Current Services Total: 1,212,650.00 1,212,650.00 94,660.61 636,132.63 -576,517.37 52.46% Category: 442 - Misc
005-44250 Miscellaneous 0.00 0.00 0.00 3,491.66 3,491.66 0.00 % Category: 442 - Misc Total: 0.00 0.00 0.00 3,491.66 3,491.66 0.00% Category: 490 - Use of Monies & Properties
005-44105 Interest 25,000.00 30,000.00 6,769.53 19,425.66 -10,574.34 64.75 % Category: 490 - Use of Monies & Properties Total: 25,000.00 30,000.00 6,769.53 19,425.66 -10,574.34 64.75% Category: 495 - Client Review
005-49652 Transfer from Reserves 1,147,667.00 1,241,230.00 0.00 0.00 -1,241,230.00 0.00 % Category: 495 - Client Review Total: 1,147,667.00 1,241,230.00 0.00 0.00 -1,241,230.00 0.00% Revenue Total: 2,385,317.00 2,483,880.00 101,430.14 659,049.95 -1,824,830.05 26.53% Expense
Category: 500 - Employee Services
005-701-50000 Salaries 403,480.00 417,384.00 30,737.19 197,696.63 219,687.37 47.37 % 005-701-50120 Employer SS/MC 5,851.00 6,052.00 549.56 3,476.97 2,575.03 57.45 % 005-701-50130 UI & Employee Training Tax 537.00 537.00 0.00 0.00 537.00 0.00 % 005-701-50200 PERS Retirement 52,176.00 55,621.00 4,298.44 27,671.10 27,949.90 49.75 % 005-701-50300 Workers Compensation 16,880.00 11,470.00 0.00 10,331.71 1,138.29 90.08 % 005-701-50400 Medical Benefit 59,489.00 59,497.00 5,226.61 28,849.93 30,647.07 48.49 % 005-701-50410 Employer Paid DCP 22,414.00 23,846.00 1,738.47 11,185.01 12,660.99 46.91 % 005-701-50500 Group Life Ins Benefit 366.00 365.00 29.58 177.61 187.39 48.66 % Category: 500 - Employee Services Total: 561,193.00 574,772.00 42,579.85 279,388.96 295,383.04 48.61% Category: 600 - Operating & Maintenance
005-701-50600 Insurance - Liability 10,810.00 9,600.00 0.00 9,882.20 -282.20 102.94 % 005-701-50610 Insurance - Property 27,300.00 21,000.00 0.00 19,455.00 1,545.00 92.64 % 005-701-60021 Audit 10,300.00 10,300.00 333.33 5,333.33 4,966.67 51.78 % 005-701-60131 Laundry / Uniforms 1,500.00 2,500.00 0.00 293.55 2,206.45 11.74 % 005-701-60210 Computer Maintenance &Software 19,000.00 20,000.00 546.10 21,960.60 -1,960.60 109.80 % 005-701-60211 Data Processing Contract Maint 10,506.00 14,000.00 1,180.67 7,155.25 6,844.75 51.11 % 005-701-60250 Maintenance / Repair 150,000.00 150,000.00 1,059.61 140,396.92 9,603.08 93.60 % 005-701-60270 Maintenance - Vehicles 8,000.00 8,000.00 103.41 3,333.73 4,666.27 41.67 % 005-701-60650 Membership & Publications 1,800.00 1,800.00 0.00 0.00 1,800.00 0.00 % 005-701-60710 Travel & Training 4,000.00 4,000.00 0.00 1,325.80 2,674.20 33.15 % 005-701-60800 Contract Services 305,460.00 335,460.00 28,315.05 182,536.06 152,923.94 54.41 % 005-701-60830 Contract Services-Engineering 56,000.00 56,000.00 1,248.33 24,409.98 31,590.02 43.59 % 005-701-60900 Miscellaneous 250.00 250.00 0.00 0.00 250.00 0.00 % 005-701-60905 CalPERS Unfunded Accrued Liability 25,000.00 25,000.00 0.00 17,500.00 7,500.00 70.00 % 005-701-61111 Chemicals / Analysis 35,700.00 35,700.00 70.14 11,537.18 24,162.82 32.32 % 005-701-61127 Tools 2,000.00 2,000.00 1,282.23 1,830.11 169.89 91.51 % 005-701-61130 Office Supplies 2,000.00 2,000.00 1,119.02 1,610.31 389.69 80.52 % 005-701-61131 Postage 5,000.00 5,000.00 366.67 2,333.34 2,666.66 46.67 % 005-701-61140 Operational Supplies 4,500.00 4,500.00 262.23 940.92 3,559.08 20.91 % 005-701-61211 Utilities - Water 31,800.00 31,800.00 3,283.13 19,803.08 11,996.92 62.27 % 005-701-61241 Utilities - Electric 64,000.00 64,000.00 5,982.71 39,182.95 24,817.05 61.22 %
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/5/2025 10:23:23 AM Page 10 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
005-701-61280 Fuel - Vehicles 11,000.00 11,000.00 752.24 5,463.02 5,536.98 49.66 % 005-701-67545 Principal and Interest 61,598.00 61,598.00 61,597.93 61,597.93 0.07 100.00 % 005-701-67575 Regulatory Compliance 40,000.00 40,000.00 0.00 28,205.00 11,795.00 70.51 % 005-701-67600 Safety Equipment 3,500.00 3,500.00 0.00 598.16 2,901.84 17.09 % 005-701-67705 Telephone 4,000.00 4,000.00 174.27 1,045.57 2,954.43 26.14 % 005-701-68110 Depreciation 286,100.00 286,100.00 0.00 0.00 286,100.00 0.00 % 005-701-69100 Transfer to Other Funds 565,000.00 565,000.00 0.00 6,600.00 558,400.00 1.17 % Category: 600 - Operating & Maintenance Total: 1,746,124.00 1,774,108.00 107,677.07 614,329.99 1,159,778.01 34.63% Category: 700 - Capital
005-701-72300 Computer Equipment 0.00 3,000.00 0.00 0.00 3,000.00 0.00 % 005-701-73100 Vehicles 60,000.00 110,000.00 40,497.84 40,497.84 69,502.16 36.82 % 005-701-73500 Equipment 18,000.00 22,000.00 1,110.86 6,665.16 15,334.84 30.30 % Category: 700 - Capital Total: 78,000.00 135,000.00 41,608.70 47,163.00 87,837.00 34.94% Expense Total: 2,385,317.00 2,483,880.00 191,865.62 940,881.95 1,542,998.05 37.88% Fund: 005 - Sewer Fund Surplus (Deficit): 0.00 0.00 -90,435.48 -281,832.00 -281,832.00 0.00% Fund: 006 - Wastewater Capital
Revenue
Category: 441 - Wastewater Enterprise
006-44115 Connection Fees 0.00 0.00 0.00 268,300.40 268,300.40 0.00 % Category: 441 - Wastewater Enterprise Total: 0.00 0.00 0.00 268,300.40 268,300.40 0.00% Category: 495 - Client Review
006-49729 Transfer from Sewer Fund 315,000.00 315,000.00 0.00 0.00 -315,000.00 0.00 % Category: 495 - Client Review Total: 315,000.00 315,000.00 0.00 0.00 -315,000.00 0.00% Revenue Total: 315,000.00 315,000.00 0.00 268,300.40 -46,699.60 85.17% Expense
Category: 600 - Operating & Maintenance
006-700-69100 Wastewater Capital Transfer to Oth… 300,000.00 300,000.00 0.00 0.00 300,000.00 0.00 % 006-701-68110 Depreciation 15,000.00 15,000.00 0.00 0.00 15,000.00 0.00 % 006-702-69100 Transfer to Other Funds 0.00 0.00 3,445.62 14,405.06 -14,405.06 0.00 % Category: 600 - Operating & Maintenance Total: 315,000.00 315,000.00 3,445.62 14,405.06 300,594.94 4.57% Expense Total: 315,000.00 315,000.00 3,445.62 14,405.06 300,594.94 4.57% Fund: 006 - Wastewater Capital Surplus (Deficit): 0.00 0.00 -3,445.62 253,895.34 253,895.34 0.00% Fund: 020 - Water Fund
Revenue
Category: 440 - Charges for Current Services
020-44120 Set-Up Fees 650.00 650.00 50.00 355.00 -295.00 54.62 % 020-44125 Late Charges 5,000.00 5,000.00 1,116.74 8,116.86 3,116.86 162.34 % 020-44210 Bulk Water 8,500.00 8,500.00 1,941.57 21,027.33 12,527.33 247.38 % 020-44215 Sales 2,430,900.00 2,430,900.00 194,846.85 1,421,786.59 -1,009,113.41 58.49 % 020-44220 Meter Service Installation 0.00 0.00 3,856.00 12,510.00 12,510.00 0.00 % 020-44240 Service Reinstatement Fee 20.00 20.00 20.00 93.00 73.00 465.00 % 020-49656 Hydrant Permits 1,600.00 1,600.00 400.00 2,200.00 600.00 137.50 % Category: 440 - Charges for Current Services Total: 2,446,670.00 2,446,670.00 202,231.16 1,466,088.78 -980,581.22 59.92% Category: 442 - Misc
020-44250 Miscellaneous 0.00 0.00 0.00 3,531.67 3,531.67 0.00 % Category: 442 - Misc Total: 0.00 0.00 0.00 3,531.67 3,531.67 0.00% Category: 490 - Use of Monies & Properties
020-44105 Interest 51,000.00 125,000.00 29,356.62 78,879.17 -46,120.83 63.10 % Category: 490 - Use of Monies & Properties Total: 51,000.00 125,000.00 29,356.62 78,879.17 -46,120.83 63.10% Category: 495 - Client Review
020-49661 Transfer from Reserves 207,813.00 686,420.00 0.00 0.00 -686,420.00 0.00 % Category: 495 - Client Review Total: 207,813.00 686,420.00 0.00 0.00 -686,420.00 0.00% Revenue Total: 2,705,483.00 3,258,090.00 231,587.78 1,548,499.62 -1,709,590.38 47.53%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/5/2025 10:23:23 AM Page 11 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Expense
Category: 500 - Employee Services
020-601-50000 Salaries 277,266.00 352,764.00 20,582.08 134,079.16 218,684.84 38.01 % 020-601-50120 Employer SS/MC 4,021.00 5,115.00 376.58 2,368.38 2,746.62 46.30 % 020-601-50130 UI & Employee Training Tax 390.00 515.00 0.00 0.00 515.00 0.00 % 020-601-50200 PERS Retirement 29,381.00 36,364.00 2,448.92 15,791.27 20,572.73 43.43 % 020-601-50300 Workers Compensation 11,158.00 8,805.00 0.00 7,931.18 873.82 90.08 % 020-601-50400 Medical Benefit 42,867.00 56,289.00 4,026.43 21,648.11 34,640.89 38.46 % 020-601-50410 Employer Paid DCP 15,663.00 20,271.00 1,184.53 7,627.00 12,644.00 37.63 % 020-601-50500 Group Life Ins Benefit 266.00 350.00 21.04 126.18 223.82 36.05 % Category: 500 - Employee Services Total: 381,012.00 480,473.00 28,639.58 189,571.28 290,901.72 39.46% Category: 600 - Operating & Maintenance
020-601-50600 Insurance - Liability 10,810.00 9,600.00 0.00 9,882.20 -282.20 102.94 % 020-601-50610 Insurance - Property 27,300.00 21,000.00 0.00 19,455.00 1,545.00 92.64 % 020-601-60021 Audit 10,300.00 10,300.00 333.33 5,333.33 4,966.67 51.78 % 020-601-60131 Laundry / Uniforms 1,500.00 2,500.00 0.00 161.58 2,338.42 6.46 % 020-601-60210 Computer Maintenance &Software 21,500.00 21,500.00 674.71 22,974.24 -1,474.24 106.86 % 020-601-60211 Data Processing Contract Maint 10,506.00 14,000.00 1,180.67 7,155.27 6,844.73 51.11 % 020-601-60250 Maintenance / Repair 80,000.00 80,000.00 48,847.99 146,897.19 -66,897.19 183.62 % 020-601-60270 Maintenance - Vehicles 7,000.00 7,000.00 2,577.09 6,678.52 321.48 95.41 % 020-601-60650 Membership & Publications 3,000.00 3,000.00 0.00 1,446.00 1,554.00 48.20 % 020-601-60710 Travel & Training 6,120.00 6,120.00 0.00 619.06 5,500.94 10.12 % 020-601-60800 Contract Services 137,160.00 190,000.00 10,611.00 83,349.97 106,650.03 43.87 % 020-601-60830 Contract Services-Engineering 81,500.00 81,500.00 643.33 45,532.48 35,967.52 55.87 % 020-601-60900 Miscellaneous 250.00 250.00 0.00 11.96 238.04 4.78 % 020-601-60905 CalPERS Unfunded Accrued Liability 25,000.00 25,000.00 0.00 17,500.00 7,500.00 70.00 % 020-601-61111 Chemicals / Analysis 40,800.00 50,000.00 2,095.62 30,330.88 19,669.12 60.66 % 020-601-61127 Tools 3,060.00 3,060.00 0.00 1,088.67 1,971.33 35.58 % 020-601-61130 Office Supplies 2,000.00 2,000.00 1,119.02 1,998.64 1.36 99.93 % 020-601-61131 Postage 5,000.00 5,000.00 366.66 2,416.17 2,583.83 48.32 % 020-601-61140 Operational Supplies 1,500.00 1,500.00 57.95 354.41 1,145.59 23.63 % 020-601-61240 Meter Expense 15,000.00 15,000.00 0.00 9,919.61 5,080.39 66.13 % 020-601-61241 Utilities - Electric 87,700.00 87,700.00 5,273.68 96,401.92 -8,701.92 109.92 % 020-601-61280 Fuel - Vehicles 11,000.00 11,000.00 752.24 5,463.02 5,536.98 49.66 % 020-601-67545 Principal & Interest 97,365.00 97,365.00 97,364.47 97,364.47 0.53 100.00 % 020-601-67575 Regulatory Compliance 25,000.00 25,000.00 0.00 4,395.00 20,605.00 17.58 % 020-601-67600 Safety Equipment 3,500.00 3,500.00 0.00 552.51 2,947.49 15.79 % 020-601-67610 Santa Ynez River Appropriation 35,700.00 35,700.00 9,265.26 9,265.26 26,434.74 25.95 % 020-601-67635 State Water Project 1,018,000.00 1,018,000.00 0.00 464,496.79 553,503.21 45.63 % 020-601-67705 Telephone 3,900.00 3,900.00 178.14 1,068.56 2,831.44 27.40 % 020-601-67820 Write-Off Utility Accounts 0.00 0.00 0.00 163.29 -163.29 0.00 % 020-601-68110 Depreciation 200,000.00 200,000.00 0.00 0.00 200,000.00 0.00 % 020-601-69100 Transfer to Other Funds 335,000.00 674,123.00 2,017.50 194,240.52 479,882.48 28.81 % Category: 600 - Operating & Maintenance Total: 2,306,471.00 2,704,618.00 183,358.66 1,286,516.52 1,418,101.48 47.57% Category: 700 - Capital
020-601-72300 Computer Equipment 0.00 1,000.00 0.00 0.00 1,000.00 0.00 % 020-601-73100 Vehicles 0.00 50,000.00 0.00 40,497.84 9,502.16 81.00 % 020-601-73500 Equipment 18,000.00 22,000.00 1,110.86 6,665.16 15,334.84 30.30 % Category: 700 - Capital Total: 18,000.00 73,000.00 1,110.86 47,163.00 25,837.00 64.61% Expense Total: 2,705,483.00 3,258,091.00 213,109.10 1,523,250.80 1,734,840.20 46.75% Fund: 020 - Water Fund Surplus (Deficit): 0.00 -1.00 18,478.68 25,248.82 25,249.82 -2,524,882.00% Fund: 021 - Water Capital
Revenue
Category: 442 - Misc
021-44115 Connection Fees 0.00 0.00 94,178.00 223,293.00 223,293.00 0.00 % Category: 442 - Misc Total: 0.00 0.00 94,178.00 223,293.00 223,293.00 0.00%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/5/2025 10:23:23 AM Page 12 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Category: 495 - Client Review
021-49732 Transfer from Water Fund 285,000.00 425,000.00 0.00 0.00 -425,000.00 0.00 % Category: 495 - Client Review Total: 285,000.00 425,000.00 0.00 0.00 -425,000.00 0.00% Revenue Total: 285,000.00 425,000.00 94,178.00 223,293.00 -201,707.00 52.54% Expense
Category: 600 - Operating & Maintenance
021-601-68110 Depreciation 35,000.00 75,000.00 0.00 0.00 75,000.00 0.00 % 021-602-69100 Transfer to Other Funds 250,000.00 350,000.00 0.00 126,862.96 223,137.04 36.25 % Category: 600 - Operating & Maintenance Total: 285,000.00 425,000.00 0.00 126,862.96 298,137.04 29.85% Expense Total: 285,000.00 425,000.00 0.00 126,862.96 298,137.04 29.85% Fund: 021 - Water Capital Surplus (Deficit): 0.00 0.00 94,178.00 96,430.04 96,430.04 0.00% Report Surplus (Deficit): 0.00 -1.00 18,775.58 93,742.20 93,743.20 -9,374,220.00%
3/5/2025 3:36:03 PM Page 13 of 16
Budget Report
City of Buellton, CA Special Revenue Funds
For Fiscal: 2024-2025 Period Ending: 12/31/2024
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Fund: 023 - Housing Fees
Revenue
Category: 443 - Housing
023-44310 Housing Fees 0.00 0.00 0.00 82.00 82.00 0.00 % Category: 443 - Housing Total: 0.00 0.00 0.00 82.00 82.00 0.00% Category: 490 - Use of Monies & Properties
023-44105 Interest 5,800.00 1,300.00 56.27 166.96 -1,133.04 12.84 % Category: 490 - Use of Monies & Properties Total: 5,800.00 1,300.00 56.27 166.96 -1,133.04 12.84% Revenue Total: 5,800.00 1,300.00 56.27 248.96 -1,051.04 19.15% Expense
Department: 580 - HOUSING
Category: 600 - Operating & Maintenance
023-580-67470 Mobile Home Repair 3,000.00 3,000.00 0.00 1,300.00 1,700.00 43.33 % Category: 600 - Operating & Maintenance Total: 3,000.00 3,000.00 0.00 1,300.00 1,700.00 43.33% Department: 580 - HOUSING Total: 3,000.00 3,000.00 0.00 1,300.00 1,700.00 43.33% Expense Total: 3,000.00 3,000.00 0.00 1,300.00 1,700.00 43.33% Fund: 023 - Housing Fees Surplus (Deficit): 2,800.00 -1,700.00 56.27 -1,051.04 648.96 61.83% Fund: 024 - Traffic Mitigation Fund
Revenue
Category: 470 - Traffic Mitigation
024-47010 Traffic Mitigation Fees 0.00 0.00 0.00 7,866.00 7,866.00 0.00 % Category: 470 - Traffic Mitigation Total: 0.00 0.00 0.00 7,866.00 7,866.00 0.00% Category: 490 - Use of Monies & Properties
024-44105 Interest 400.00 875.00 250.00 672.02 -202.98 76.80 % Category: 490 - Use of Monies & Properties Total: 400.00 875.00 250.00 672.02 -202.98 76.80% Revenue Total: 400.00 875.00 250.00 8,538.02 7,663.02 975.77% Fund: 024 - Traffic Mitigation Fund Total: 400.00 875.00 250.00 8,538.02 7,663.02 975.77% Fund: 025 - Gas Tax Fund
Revenue
Category: 440 - Charges for Current Services
025-44040 Transfer from Reserves 0.00 515,193.00 0.00 0.00 -515,193.00 0.00 % Category: 440 - Charges for Current Services Total: 0.00 515,193.00 0.00 0.00 -515,193.00 0.00% Category: 471 - Gas Tax
025-47110 Surface Transportation Program 70,000.00 70,000.00 0.00 0.00 -70,000.00 0.00 % 025-47116 SB1 - Local Streets & Roads 129,855.00 131,801.00 12,167.34 59,059.05 -72,741.95 44.81 % 025-47120 Gas Tax 2105 34,470.00 31,972.00 2,927.14 16,869.73 -15,102.27 52.76 % 025-47125 Gas Tax 2106 22,418.00 21,023.00 1,830.22 11,129.93 -9,893.07 52.94 % 025-47130 Gas Tax 2107 41,403.00 43,695.00 4,069.96 22,639.55 -21,055.45 51.81 % 025-47135 Gas Tax 2107.5 2,040.00 2,000.00 0.00 2,000.00 0.00 100.00 % 025-47140 Gas Tax 2103/R & T 7360 52,054.00 45,732.00 4,548.67 28,548.66 -17,183.34 62.43 % Category: 471 - Gas Tax Total: 352,240.00 346,223.00 25,543.33 140,246.92 -205,976.08 40.51% Category: 490 - Use of Monies & Properties
025-44105 Interest 6,000.00 11,000.00 4,246.03 11,621.61 621.61 105.65 % Category: 490 - Use of Monies & Properties Total: 6,000.00 11,000.00 4,246.03 11,621.61 621.61 105.65% Revenue Total: 358,240.00 872,416.00 29,789.36 151,868.53 -720,547.47 17.41%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/5/2025 3:36:03 PM Page 14 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Expense
Department: 554 - TRAFFIC SAFETY
Category: 600 - Operating & Maintenance
025-554-60800 Contract Services 85,000.00 85,000.00 9,043.33 38,984.98 46,015.02 45.86 % 025-554-60830 Contract Services - Engineering 15,000.00 15,000.00 1,980.00 9,055.00 5,945.00 60.37 % 025-554-67265 Encroachment Permit Processing 20,000.00 20,000.00 0.00 0.00 20,000.00 0.00 % 025-554-67695 Annual Street Report 2,000.00 2,000.00 2,000.00 2,000.00 0.00 100.00 % Category: 600 - Operating & Maintenance Total: 122,000.00 122,000.00 13,023.33 50,039.98 71,960.02 41.02% Category: 700 - Capital
025-554-77000 Capital Outlay 100,000.00 750,416.00 2,281.25 38,133.99 712,282.01 5.08 % Category: 700 - Capital Total: 100,000.00 750,416.00 2,281.25 38,133.99 712,282.01 5.08% Department: 554 - TRAFFIC SAFETY Total: 222,000.00 872,416.00 15,304.58 88,173.97 784,242.03 10.11% Department: 557 - PUBLIC WORKS - ENGINEERING
Category: 600 - Operating & Maintenance
025-557-60800 Contract Services 0.00 0.00 895.00 11,885.00 -11,885.00 0.00 % Category: 600 - Operating & Maintenance Total: 0.00 0.00 895.00 11,885.00 -11,885.00 0.00% Department: 557 - PUBLIC WORKS - ENGINEERING Total: 0.00 0.00 895.00 11,885.00 -11,885.00 0.00% Expense Total: 222,000.00 872,416.00 16,199.58 100,058.97 772,357.03 11.47% Fund: 025 - Gas Tax Fund Surplus (Deficit): 136,240.00 0.00 13,589.78 51,809.56 51,809.56 0.00% Fund: 027 - Local Transportation Fund
Revenue
Category: 473 - Local Transportation
027-47310 LTF - Bikeways 5,665.00 5,534.00 514.58 2,306.02 -3,227.98 41.67 % Category: 473 - Local Transportation Total: 5,665.00 5,534.00 514.58 2,306.02 -3,227.98 41.67% Category: 474 - Transportation Planning
027-47415 Transfer from General Fund 30,535.00 28,466.00 0.00 0.00 -28,466.00 0.00 % Category: 474 - Transportation Planning Total: 30,535.00 28,466.00 0.00 0.00 -28,466.00 0.00% Category: 490 - Use of Monies & Properties
027-44105 Interest 3,800.00 8,000.00 2,346.82 6,459.90 -1,540.10 80.75 % Category: 490 - Use of Monies & Properties Total: 3,800.00 8,000.00 2,346.82 6,459.90 -1,540.10 80.75% Category: 495 - Client Review
027-49690 Transfer from Other Funds 97,000.00 30,000.00 0.00 0.00 -30,000.00 0.00 % Category: 495 - Client Review Total: 97,000.00 30,000.00 0.00 0.00 -30,000.00 0.00% Revenue Total: 137,000.00 72,000.00 2,861.40 8,765.92 -63,234.08 12.17% Expense
Department: 559 - TDA GRANT
Category: 600 - Operating & Maintenance
027-559-67115 Breeze Extension Pilot 65,000.00 0.00 0.00 0.00 0.00 0.00 % 027-559-67445 Lompoc- Wine Country Express 20,000.00 20,000.00 1,666.66 9,999.96 10,000.04 50.00 % 027-559-67685 SYVT Dial-A-Ride Subsidy 2,000.00 2,000.00 0.00 0.00 2,000.00 0.00 % 027-559-69400 Transfer to Reserves 50,000.00 50,000.00 0.00 0.00 50,000.00 0.00 % Category: 600 - Operating & Maintenance Total: 137,000.00 72,000.00 1,666.66 9,999.96 62,000.04 13.89% Department: 559 - TDA GRANT Total: 137,000.00 72,000.00 1,666.66 9,999.96 62,000.04 13.89% Expense Total: 137,000.00 72,000.00 1,666.66 9,999.96 62,000.04 13.89% Fund: 027 - Local Transportation Fund Surplus (Deficit): 0.00 0.00 1,194.74 -1,234.04 -1,234.04 0.00% Fund: 029 - Transportation Planning
Revenue
Category: 474 - Transportation Planning
029-47410 STA Funding 45,000.00 45,000.00 0.00 0.00 -45,000.00 0.00 % Category: 474 - Transportation Planning Total: 45,000.00 45,000.00 0.00 0.00 -45,000.00 0.00%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/5/2025 3:36:03 PM Page 15 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Category: 490 - Use of Monies & Properties
029-44105 Interest 306.00 300.00 168.29 437.22 137.22 145.74 % Category: 490 - Use of Monies & Properties Total: 306.00 300.00 168.29 437.22 137.22 145.74% Revenue Total: 45,306.00 45,300.00 168.29 437.22 -44,862.78 0.97% Expense
Department: 557 - PUBLIC WORKS - ENGINEERING
Category: 600 - Operating & Maintenance
029-557-60800 Contract Services 45,000.00 45,000.00 10,488.33 14,519.98 30,480.02 32.27 % Category: 600 - Operating & Maintenance Total: 45,000.00 45,000.00 10,488.33 14,519.98 30,480.02 32.27% Department: 557 - PUBLIC WORKS - ENGINEERING Total: 45,000.00 45,000.00 10,488.33 14,519.98 30,480.02 32.27% Expense Total: 45,000.00 45,000.00 10,488.33 14,519.98 30,480.02 32.27% Fund: 029 - Transportation Planning Surplus (Deficit): 306.00 300.00 -10,320.04 -14,082.76 -14,382.76 -4,694.25% Fund: 031 - Measure A
Revenue
Category: 475 - Measure A
031-47510 Measure A 455,937.00 440,450.00 47,383.00 223,962.30 -216,487.70 50.85 % Category: 475 - Measure A Total: 455,937.00 440,450.00 47,383.00 223,962.30 -216,487.70 50.85% Category: 490 - Use of Monies & Properties
031-44105 Interest 7,000.00 15,000.00 4,750.81 14,446.61 -553.39 96.31 % Category: 490 - Use of Monies & Properties Total: 7,000.00 15,000.00 4,750.81 14,446.61 -553.39 96.31% Category: 495 - Client Review
031-49736 Transfer from Reserves 0.00 558,402.00 0.00 0.00 -558,402.00 0.00 % Category: 495 - Client Review Total: 0.00 558,402.00 0.00 0.00 -558,402.00 0.00% Revenue Total: 462,937.00 1,013,852.00 52,133.81 238,408.91 -775,443.09 23.52% Expense
Department: 560 - MEASURE A
Category: 600 - Operating & Maintenance
031-560-69100 Transfer to Other Funds 97,000.00 30,000.00 0.00 0.00 30,000.00 0.00 % Category: 600 - Operating & Maintenance Total: 97,000.00 30,000.00 0.00 0.00 30,000.00 0.00% Category: 700 - Capital
031-560-77000 Capital Outlay 360,000.00 983,852.00 1,159.76 46,475.28 937,376.72 4.72 % Category: 700 - Capital Total: 360,000.00 983,852.00 1,159.76 46,475.28 937,376.72 4.72% Department: 560 - MEASURE A Total: 457,000.00 1,013,852.00 1,159.76 46,475.28 967,376.72 4.58% Expense Total: 457,000.00 1,013,852.00 1,159.76 46,475.28 967,376.72 4.58% Fund: 031 - Measure A Surplus (Deficit): 5,937.00 0.00 50,974.05 191,933.63 191,933.63 0.00% Fund: 032 - American Rescue Plan Act Fund
Revenue
Category: 430 - Revenues From Other Agencies
032-43060 ARPA Funding 0.00 675,743.00 0.00 267,172.45 -408,570.55 39.54 % Category: 430 - Revenues From Other Agencies Total: 0.00 675,743.00 0.00 267,172.45 -408,570.55 39.54% Category: 490 - Use of Monies & Properties
032-44105 Interest 0.00 0.00 0.00 863.03 863.03 0.00 %
Category: 490 - Use of Monies & Properties Total: 0.00 0.00 0.00 863.03 863.03 0.00% Revenue Total: 0.00 675,743.00 0.00 268,035.48 -407,707.52 39.67%
Budget Report For Fiscal: 2024-2025 Period Ending: 12/31/2024 3/5/2025 3:36:03 PM Page 16 of 16
Fiscal
Activity
Variance
Favorable
(Unfavorable)
Percent
Used
Current
Total Budget
Period
Activity
Original
Total Budget
Expense
Department: 567 - ARPA
Category: 700 - Capital
032-567-77000 Transfers out to CIP 0.00 675,743.00 0.00 324,115.11 351,627.89 47.96 % Category: 700 - Capital Total: 0.00 675,743.00 0.00 324,115.11 351,627.89 47.96% Department: 567 - ARPA Total: 0.00 675,743.00 0.00 324,115.11 351,627.89 47.96% Expense Total: 0.00 675,743.00 0.00 324,115.11 351,627.89 47.96% Fund: 032 - American Rescue Plan Act Fund Surplus (Deficit): 0.00 0.00 0.00 -56,079.63 -56,079.63 0.00% Report Surplus (Deficit): 145,683.00 -525.00 55,744.80 179,833.74 180,358.74-34,254.05%
2024-25 Proposed
Amendment 2025-26 Forecast 2026-27 Forecast 2027-28 Forecast 2028-29 Forecast %
C
Operating Revenue Summary
Taxes 10,052,831 10,451,852 10,761,195 10,914,921 11,072,834 Fees and Permits 10,125 10,080 10,080 10,080 10,080
Revenue from Other Agencies 1,070,570 761,673 773,605 785,775 798,189 Charges for Current Services 300,171 196,550 198,000 198,000 198,000 Fines and Penalties 5,300 7,800 7,800 7,800 7,800
Miscellaneous 17,500 8,950 8,950 8,950 89,510
Use of Money and Property 475,000 176,000 177,000 178,020 179,060 General Fund Revenue Total 11,931,497 11,612,905 11,936,630 12,103,546 12,355,474 Operating Expenditure Summary
Employee Services 2,633,294 2,850,858 2,942,474 3,033,210 3,115,922 Operating and Maintenance 7,559,728 7,348,016 7,597,377 7,852,233 8,118,783 CalPERS Unfunded Accrued Liability 125,000 122,500 122,500 122,500 122,500 Capital Lease Payment 39,741 41,701 43,740 39,061 48,069 Minor Capital 154,946 98,886 99,003 99,123 99,247
General Fund Expenditure Total 10,512,709 10,461,961 10,805,094 11,146,127 11,504,520 Net Operating Revenue over Expenditures $ 1,418,788 $ 1,150,944 $ 1,131,536 $ 957,419 $ 850,954 Other Financing Sources (Uses)
Use of Reserves (5,334,544) (565,000) (815,400) (440,804) (41,212) Transfers for Capital Projects 6,753,331 565,000 815,400 440,804 41,212 Other Financing Sources Total -
Net change in Fund Balance (5,334,543) 585,944 316,136 516,615 809,742 Fund Balance, July 1 $ 15,404,139 $ 10,069,596 $ 10,655,540 $ 10,971,676 $ 11,488,291 Ending Fund Balance, June 30 $ 10,069,596 $ 10,655,540 $ 10,971,676 $ 11,488,291 $ 12,298,033 Target Reserve level $ 3,679,448 $ 3,661,686 $ 3,781,783 $ 3,901,145 $ 4,026,582 (35% of Operating Expenditures)
Above (Below Reserves) $ 6,390,148 $ 6,993,854 $ 7,189,893 $ 7,587,147 $ 8,271,451 Percentage over (under) 173.7% 191.0% 190.1% 194.5% 205.4% Five Year Forecast
General Fund Balance
Mid-Year Budget Update FY 2024-25
Reserves Above Targeted Level may be used in accordance to the City's General Fund Reserve Policy.
Revenue Assumptions:
-Property tax revenue assumes a 2% annual increase.
-Sales tax assumes steady growth at 1% annually.
-An increase in the Transient Occupancy Tax (TOT) rate from 12% to 14%, effective February 1, 2025 Expenditure Assumptions:
-Employee services for FY 2025-26 assumes a 5% increase, followed by an 3% increase annually thereafter. - A $300,000 allocation for a motor deputy.
-All other operating and maintenance assumes a 3% annual increase. -Minor Capital expenditures assume 2% annual increase.
-CalPERS Unfunded Liability (UAL) projected amount is based on the minimum required contribution and additional discretionary payment (ADP) based on the most current CalPERS Valuation Report dated July 2024. The amount reprsents a 70% allocation to the General Fund from the total $175,000 contribution.
- Scheduled lease payments associated with the ENGIE energy project is based on the 20 year amortization schedule.