CITYOF CARMEL-BY-THE-SEA
CITY COUNCIL AGENDA
Mayor Dave Potter, Councilmembers Jeff Baron,
Alissandra Dramov, Karen Ferlito, and Bobby
Richards
Contact: 831.620.2000 www.ci.carmel.ca.us
All meetings are held in the City Council Chambers
East Side of Monte Verde Street
Between Ocean and 7th Avenues
REGULAR MEETING
Tuesday, February 7, 2023
THIS MEETING IS VIA TELECONFERENCE AND IN-PERSON AT CITY HALL.
Governor Newsom’s Executive Order N-29-20 has allowed local legislative bodies to hold public meetings via teleconference and to make public meetings accessible telephonically or otherwise electronically to all members of the public seeking to observe and to address the local legislative body.
To that end, this meeting will be held via teleconference and in-person in the City Council Chambers at City Hall located on Monte Verde Street between Ocean and Seventh Avenue. To participate via teleconference click the following link to attend via Zoom (or copy and paste link in your browser): https://ci-carmel-caus.zoom.us/j/87887562993 Meeting ID: 878 8756 2993 Passcode: 504001 Ph: (253) 215 8782
The COVID-19 Community Level for Monterey County as of the date of this agenda posting on February 2, 2023, is LOW. Per Urgency Ordinance 2022-006, wearing a face mask to attend a meeting of a legislative body inside a City facility is optional when the community level is low. Seating will be limited and available on a first come first served basis.
The public can also email comments to [email protected]. Comments must be received 2 hours before the meeting in order to be provided to the legislative body.
Comments received after that time and up to the beginning of the meeting will be added to the agenda and made part of the record.
OPEN SESSION
4:30 PM
CALL TO ORDER AND ROLL CALL
PLEDGE OF ALLEGIANCE
EXTRAORDINARY BUSINESS
A. Receive presentation on preliminary housing feasibility report and Housing Element update status.
PUBLIC APPEARANCES
Members of the public are entitled to speak on matters of municipal concern not on the agenda during Public Appearances. Each person's comments shall be limited to 3 minutes, or as otherwise established by the Chair.
Matters not appearing on the agenda will not receive action at this meeting and may be referred to staff. Persons are not required to provide their names, and it is helpful for speakers to state their names so they may be identified in the minutes of the meeting.
ANNOUNCEMENTS
A. City Administrator Announcements
B. City Attorney Announcements
C. Council Member Announcements
CONSENT AGENDA
Items on the consent agenda are routine in nature and do not require discussion or independent action. Members of the Council, Board or Commission or the public may ask that any items be considered individually for purposes of Council, Board or Commission discussion and/ or for public comment. Unless that is done, one motion may be used to adopt all recommended actions.
1. January 3, 2023, Special Meeting Minutes, January 10, 2023, Regular Meeting Minutes, and January 17, 2023, Special Meeting Minutes
2. December 2022 Monthly Reports
3. December 2022 Check Register Summary
4. Resolution 2023-010, Proclaiming the Continuing Need to Meet by Teleconference Pursuant to Government Code Section 54953 (e)
5. Resolution 2023-011, Declaring the continued existence of a local emergency due to the 2022-23 Atmospheric River Winter Storm Event
6. Resolution 2023-012 adopting the Fiscal Year 2023-2024 budget schedule
7. Resolution 2023-013, declaring the 1994 Ford F-250, 2012 Ford Expedition, 2013 Go-4, 2014 Dodge Charger, 2017 Ford Escape, and 2010 Isuzu Street Sweeper, as surplus and authorizing their sale at auction
8. Resolution 2023-014, authorizing the City Administrator to execute Amendment No. 1 to the Professional Services Agreement with Ten Over Studio for architectural services for five facility renovation projects, for a fee not to exceed $78,900
9. Resolution 2023-015 authorizing the City Administrator to approve Purchase Orders with John Ley’s Tree Service for a fee not to exceed $50,000 and Tope’s Tree service for a fee not to exceed $40,000
10. Resolution 2023-016, granting consent to the City of Monterey to renew the Monterey County Tourism Improvement District (MCTID) and include the City of Carmel-by-theSea in the MCTID
11. Resolution 2023-017, authorizing City Co-Sponsorship of the Carmel Public Library Foundation's Annual Donor Salute Event at the Main Library on Sunday, March 5, 2023; and Authorizing City Co-Sponsorship of the Carmel Public Library Foundation's Annual Sterling Circle Event at the Main Library on Sunday, June 11, 2023.
12. Resolution 2023-018, Approving the use of the Sourcewell cooperative purchase contract with Krueger International Inc., dba KI doing business as Systems & Space Inc. (Contract no. 121919-KII) for the purchase and installation services for library shelving; and authorizing the City Administrator to enter into an agreement with Krueger International Inc./ Systems & Space Inc. for the purchase and installation services for library shelving
13. Resolution 2023-019 authorizing the City Administrator to execute Amendment No. 4 to the Agreement with Peninsula Messenger Service for mail delivery for a not-toexceed increase of One Hundred Seven Thousand Seven Hundred and Thirty Dollars ($107,730.00) for the term of January 1, 2023 to June 30, 2024
14. Resolution 2023-020 authorizing the City Administrator to execute Amendment No. 3 to a Professional Services Agreement with Municipal Resource Group, LLC (MRG) for a new not-to-exceed amount of One Hundred Nineteen Thousand Five Hundred and Fifty Dollars ($119,550.00) and modify the scope of work, therein, by requiring additional services
15. Resolution 2022-021 adopting the City of Carmel-by-the-Sea At-Will (Unrepresented) Classification Salary Plan in accordance with Municipal Code 2.52.520 as of January 1, 2023
16. Resolution 2023-022 ratifying an appointment to the Historic Resources Board
17. Adopt Resolution 2023-023 authorizing a refund of a Track 2 Design Review application fee and Use Permit application fee in the amount of $5,846.25 to CRI on Carpenter, Inc.
18. Resolution 2023-024 Authorizing the City Administrator to execute a Professional Services Agreement with EMC Planning Group Inc., for a not-to-exceed fee of $239,145.00, to update the General Plan Housing and Safety Elements
19. Report on the Ad Hoc Committee findings and recommendations regarding the Police/Public Works Building; authorize staff to move forward with Request for Proposals (RFP) for architectural firms with a strong practice in Police Department design and rehabilitation
PUBLIC HEARINGS
20. Consider Ordinance No. 2022-007 (first reading) amending Carmel Municipal Code (CMC) Sections 17.14.040, 17.28.010, and 17.70.020, to prohibit timeshare and fractional interest uses, as well as advertising and sale thereof, in a manner fully in conformity with the California Coastal Act (CA Section 30510) - Continued from December 6, 2022, and January 10, 2023
ORDERS OF BUSINESS
Orders of Business are agenda items that require City Council, Board or Commission discussion, debate, direction to staff, and/or action.
21. Receive an Update on the AB 2449 Teleconferencing Rules for Attendance at Meetings of Legislative Bodies
FUTURE AGENDA ITEMS
ADJOURNMENT
22. Correspondence Received Regarding Ordinance 2022-007 This agenda was posted at City Hall, Monte Verde Street between OceanAvenue and 7thAvenue, Harrison Memorial Library, located on the NE corner of Ocean Avenue and Lincoln Street, the Carmel-by-the-Sea Post Office, 5th Avenue between Dolores Street and San Carlos Street, and the City's webpage http://www.ci.carmel.ca.us in accordance with applicable legal requirements.
SUPPLEMENTAL MATERIAL RECEIVED AFTER THE POSTING OF THEAGENDA Any supplemental writings or documents distributed to a majority of the City Council regarding any item on this agenda, received after the posting of the agenda will be available for public review at City Hall located on Monte Verde Street between Ocean and Seventh Avenues during regular business hours.
SPECIAL NOTICES TO PUBLIC
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at 831-620-2000 at least 48 hours prior to the meeting to ensure that reasonable arrangements can be made to provide accessibility to the meeting (28CFR 35.102-35.104 ADA Title II).
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
EXTRAORDINARY BUSINESS
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Marnie R. Waffle, AICP, Principal Planner APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Receive presentation on preliminary housing feasibility report and Housing Element update status.
RECOMMENDATION:
Receive report.
BACKGROUND/SUMMARY:
Executive Summary:
The City initiated a preliminary housing feasibility report in conjunction with ECONorthwest to start the conversation around how the City will plan for an additional 349 housing units in the 6th cycle Housing Element update. The report is being released for public review in advance of a community meeting which has been scheduled for February 28th. The public is encouraged to review the report and attend the community meeting as we continue the conversation around housing. The following discussion provides a brief overview of the report. The full report can be found in Attachment 1.
Background:
The City was awarded grant funding totaling $290,000 from three grant programs, Senate Bill 2 (SB2), Local Early Action Program (LEAP), and Regional Early Action Program (REAP). The grant funding will be used to prepare the 6th cycle Housing Element update. The updated Housing Element is due to the State Department of Housing and Community Development by December 2023.
In 2022, the City Council convened a Housing Ad-Hoc Committee and appointed Vice Mayor Bobby Richards and Councilmember Karen Ferlito to work with staff throughout the Housing Element update process and bring recommendations to the full Council for action. The Housing Ad-Hoc Committee has met six times since October 2022 and hosted a community meeting on November 17, 2022. The next community meeting is scheduled for February 28th.
On May 20, 2022, the city entered into a professional services agreement with ECONorthwest to prepare a housing feasibility study. The study informs the analysis required as part of the 6th cycle Housing Element update. The feasibility study evaluated current market conditions, the City’s development standards related to housing, and potential opportunities for housing development. The study was not meant to be exhaustive.
Instead, it starts the conversation about development opportunities and constraints as staff begins the 6th cycle Housing Element update. A few highlights from the study are provided below. The full study can be found in Attachment 1.
Current Market Conditions
In the for-sale market, the study found that the price of homeownership in Carmel since 2019 has increased 84% from $1.6 million to $2.95 million. The percentage of home sales with 75% to 100% cash down also increased from 53% to 61%. Based on change-of-address data from the United States Postal Service, Carmel saw an increase in 552 households since March 2020. US Census data shows that nearly 40 percent of all housing units are used for seasonal, recreational, or occasional use. This rate is ten times the national average. In the rental market, 78 percent of rental units are provided by single-family homes. The breakdown of owner-occupied versus renter-occupied units is roughly equal at 52 percent and 48 percent, respectively.
Based on data collected from the American Community Survey (2016-2020), 47 percent of renters in Carmel spend more than 30 percent of their income on housing. Among these, 25 percent spend more than 50 percent of their income on housing. The study also found that only 2.6 percent of workers live and work in Carmel, while roughly half of all workers live within 10 miles of Carmel. Understanding local market conditions will inform strategies to create additional housing opportunities.
Development Standards
The study looked at the City’s development standards in the commercial and multi-family zoning districts to identify potential barriers limiting housing production. Small lot sizes and off-street parking requirements combined with a limit on building height have been identified as possible constraints to the construction of new multifamily projects at densities currently allowed in the zoning code. Additional restrictions on building coverage and floor area further limit the ability to achieve allowable densities. Identifying and removing constraints could help facilitate the construction of new housing units.
Potential Development Sites
The study focused primarily on the commercial core. Sites excluded from further evaluation included civic and institutional uses such as City Hall, libraries, parks, and open spaces. Businesses with high incomegenerating potential, such as hotels, were also excluded from further evaluation as full conversions to housing. The study looked at land-to-improvement ratios and total value per square foot combined with information gathered during a site visit with City Staff and conversations with local representatives to develop a preliminary list of potential development sites.
Throughout the document, the consultant provided maps to graphically depict the methodology used to develop the list of sites. A total of 17 sites were identified as encompassing the combined variables that would make a property a potential candidate for redevelopment. Sites such as Ulrika Plaza, located at the southwest corner of Dolores Street and 5th Avenue, are included to provide an example of housing production. The project assembles four parcels under a single ownership and proposes 12 apartment units over ground floor commercial uses. The project density is 32 dwelling units per acre. At this density, affordable housing is not required.
Several other sites were identified because they contain adjacent parking lots and are under single ownership. Parking lots are underdeveloped sites that could provide opportunities for new housing.
The sites identified in the study have redevelopment potential and could provide additional housing units for the village. However, the owners of these properties are not required to redevelop. Property owners can choose to redevelop with commercial uses or not redevelop at all. The city is not condemning property or building any projects. The study identifies sites with development potential and starts the conversation with property owners who may be interested in constructing new housing. One of the goals of the Housing Ad- Hoc Committee is to create incentives that would encourage private developers to turn opportunity sites into housing projects that are financially viable.
In addition to new development, the study also identifies potential housing opportunities through promoting accessory dwelling units and encouraging the conversion of 2nd-floor office uses into residential units.
Topics that will be explored further in conjunction with the 6th cycle Housing Element update include,
1. Explore changes to development standards.
2. Establish objective design standards.
3. Create an ADU program.
4. Create a preservation and monitoring program for existing deed-restricted units.
5. Evaluate the expansion of the RC and R-4 zoning districts.
6. Evaluate incentives to encourage housing development on underutilized sites.
7. Explore solutions to water credit barriers to development.
The Housing Ad-Hoc Committee and staff encourage the public to review the study and attend the next community meeting on February 28th as we continue the conversation on housing in the village.
FISCAL IMPACT:
The cost to prepare the feasibility study has been paid for by grant funding.
PRIOR CITY COUNCIL ACTION:
None.
ATTACHMENTS:
Attachment 1 - Feasibility Study prepared by ECONorthwest dated January 27, 2023 ECONorthwest | Portland | Seattle | Los Angeles | Eugene | Bend | Boise | econw.com 1 DATE: January 27, 2023
TO: Brandon Swanson, City of Carmel-by-the-Sea
FROM: Chris Blakney, ECONorthwest
SUBJECT: Housing Element Analysis for the City of Carmel-by-the-Sea Introduction
In the State of California, local jurisdictions maintain a General Plan that serves as a blueprint for its long-term vision. Among the required “elements” of a general plan is the Housing Element. The Housing Element is the only element that state law requires be updated on a periodic cycle. The California Department of Housing and Community Development (HCD) is responsible for overseeing Housing Element updates. Every eight years, HCD allocates a share of projected statewide housing need to regions across the state. This is called the Regional Housing Need Allocation (RHNA). The state is currently in the sixth of these cycles. The sixth cycle will cover the June 30, 2023 to December 15, 2031 planning period for the City of Carmelby-the-Sea [Carmel].
The City is a part of the Association of Monterey Bay Area Governments (AMBAG). AMBAG is responsible for developing a methodology for allocating its regional share of housing need to its individual jurisdictions. The Final Sixth Cycle (2023-2031) Regional Housing Needs Allocation plan, completed in October 2022, determined that Carmel’s share of regional housing need is 349 units; 187 of these units must be suitable to accommodate lower income households. It is important to note that RHNA targets reflect zoned capacity, not a construction quota.
Figure 1: Regional Housing Needs Allocation, Fifth and Sixth Cycle Source: California Department of Housing and Community Development1 Cycle Income Level Total
Very Low Low Moderate Above Mod.
RHNA5 (2015-2023) 11 5 6 13 31
RHNA6 (2023-2031) 113 74 44 118 349
Sixth Cycle Income and Rent Ranges (County of Monterey) Income Levels $0 -
$45,050
$45,050 -
$72,080
$72,080 -
$108,120 $108,120 +
Rent Level/mo $0 -
$1,126
$1,126 -
$1,802
$1,802 -
$2,703 $2,703 +
While the City satisfied its Fifth Cycle RHNA planning target and received a certification for the 2015-2023 planning period, the market did not produce all 31 planned units. This underscores a considerable hurdle for the City in the Sixth Cycle which represents a 1,000% increase in its housing target for the cycle. This capacity is particularly challenging because Carmel does not have a deep supply of vacant land and presently lacks water resources to accommodate significant growth. This is further complicated by a parcelization pattern that includes many 1 https://www.hcd.ca.gov/docs/grants-and-funding/inc2k22.pdf Attachment 1
ECONorthwest 2
small taxlots and market conditions that support high values for existing structures, making redevelopment improbable.
Executive Summary
As City officials begin to prepare for the Housing Element Update, they want to better understand some of the challenges to development and opportunities for adding housing capacity. This analysis summarizes our work exploring market conditions, observations in the City’s zoning code, and sites/locations that are most likely to have development potential.
While this report does not constitute a site alternatives analysis suitable for the City’s Housing Element Update, it may provide insights into the development challenges, opportunities, and candidate sites for meeting the City’s RHNA obligation in the Sixth Cycle.
Although renovation and replacement construction is common in Carmel, the City has had very limited net-new residential development during the Fifth Cycle (2015-2023) RHNA planning period2. This has been in part a function of barriers in the current zoning code, access to water rights, market conditions, and the existing development pattern in the City’s commercial core.
In this work, we have found that existing development standards, such as a two-story heigh limit, effectively prohibit achieving maximum allowed residential densities. Another challenge is a parcelization pattern of smaller lots with existing moderate scale commercial development with well-performing tenants. Despite these challenges, our analysis identified 17 sites in or adjacent to the commercial core that could be viable candidates for redevelopment or densification. To be sure, for development to occur on these sites—specifically development serving lower income households—the City will need to take action to remove barriers and identify resources to support financial feasibility. Actions recommended for consideration include financial subsidies, disposition of City-owned land, targeted rezoning of specific sites adjacent to the existing commercial zones, and amendments to development standards to remove development constraints.
Local Context
Carmel-by-the-Sea is a small coastal community located on the Monterey Peninsula.
Incorporated in 1916, the City is among the most affluent communities in California. The City has a strong residential character and a centralized business district. Carmel’s architecture in its business district has a distinct character, having been built out during the 1920s and 1930s. Over 45 properties in the commercial district are considered historical resources.
Carmel is also a popular coastal tourism and second home destination. There are over three dozen hotels in Carmel and roughly 40 percent of all housing units are for seasonal, recreational, or occasional use—a rate ten times the national average. 3 This dynamic has created
a housing market that severely lacks affordability. Forty-seven percent of all households that 2 According to Carmel’s most recent Annual Progress Report to HCD. 3 U.S. Census Bureau. American Community Survey 5-Year Estimates (2016-2020); Table B2004. (See https://data.census.gov/)
Attachment 1
ECONorthwest 3
rent (vs. own) their homes in Carmel are cost burdened, spending greater than 20 percent of their income on housing. Among these, a full 25 percent of renter households are severely cost burdened, spending 50 percent or more of their income on housing. 2,102 individuals work in Carmel, of whom only 2.6 percent live in Carmel.4
4 U.S. Census Bureau Longitudinal Employer-Household Dynamics Data (See https://lehd.ces.census.gov/) Attachment 1
ECONorthwest 4
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1 1
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12 2
5 8
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3 5
2 6
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5 7 4 3
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1 4
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6 7
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19 3
9 4
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4 7
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1 6
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9 2
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2 8
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1 3
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7 6
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3 8
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13 5
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4 2
4 1 9
19 2
5 6
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2 9
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6 6
18 6
8 7
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6 1
3 36
8 4
4 14
10 6
6 8
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13 20
10 28
32 8
4 15 34
4 6
1 1
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14 31
11 2
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20 7
11 22
11 14
1 1
9 8
18 24
11 15
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1 34
9 12
21 13
18 17
10 13
5 1
24 9
1 12
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10 16
13 14
11 33
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19 13
1 31
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15 1
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1 11
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6 26
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1 1
35 14
13 17
8 31
4 4
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14 1
18 18
14 5 9
30 1 1
11 37
1 7
12 1
4 7
3 10
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8 8
28 15
13 3
9 3
21 12
17 10
9 21
2 7
2 4 6
9 28
8 36
3 9 1 7
7 3
40 3
6 10
11 1
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12 19
7 8
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9 4
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3 29
14 13 10
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43 1
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22 6
3 5 7
2 5
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11 1 4
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1 3
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5 4 2
21 11
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14 20
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2 7
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11 11
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33 11
12 12
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38 12
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11 13
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17 14
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30 15
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11 14
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10 13
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2 13
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29 10
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10 23
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17 23
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11 22
11 11 11
11 11
18 11
23 17
10 10
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17 12
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11 11
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22 18
15 25
11 11
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32 10
11 13
11 14
13 31
41 19
20 24
17 35
13 11
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27 14
20 10
11 18
11 12
13 11
10 19
11 16
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36 17
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22 14
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11 32
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13 11
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10 18
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29 14
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11 23
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10 11
14 19
13 17
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15 19
11 14
10 11
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13 15
22 21
14 19
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18 11
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13 15
15 11
10 26
19 14
12 13
27 20 13
11 24
17 24
24 14
14 11
14 18
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10 28
18 13
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19 20
18 14
10 17
15 28
18 15
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23 19
22 11 20
20 13
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11 18
11 13
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14 17
18 17
26 13
13 11
19 23
19 12
13 11
20 17
17 10
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15 16 16
10 18
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19 18
16 14
18 13
37 19
11 12
17 19
16 22
11 11
20 13
14 16
10 19
14 29
18 13
25 20
14 18
19 14
11 18
13 17
16 35
19 10
19 14
15 32
20 15
19 16
18 19
23 14
10 10
14 25
10 11
7 10
13 12
12 13
13 10
20 17
13 14
29 20
20 19
18 28
13 16
17 20
10 10 12
18 10
17 10
15 21
36 12
18 19
19 23
15 24
12 10
10 21
17 21
17 13
18 18
17 17
11 28
10 19
14 10
16 12
11 14
21 28
11 20
18 12
14 24
20 14
40 17
21 13
21 26
32 22
19 13
11 33
13 14
18 20
12 14
13 10
11 28
19 14 8
20 10
23 18
18 16
11 19
10 11
25 10
23 15
14 18
14 15
15 24
27 17
16 20
19 12
16 20
10 14
18 16
15 18
11 12
13 13
13 14
13 13
12 14
17 16
13 17
36 13
15 20
14 17
11 18
13 14
13 19
14 14
25 22
11 22
20 13
20 33
14 13
13 12
15 13
14 15
33 12
19 10
27 19
25 17
14 16
25 19
14 10
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10 10
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12 10
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13 13
12 11
13 16
20 17
16 11
12 10
17 14
20 31
11 27
26 20
27 18
12 13
10 28
17 23
20 17
15 26
10 17
20 10
13 14
19 22 18
10 16
28 12 30
28 34
12 15
34 16
12 18
20 35
16 27
22 19
13 10
17 13
26 16
10 14
12 17
12 14
11 13
10 17
27 33
16 13
11 19
10 17
15 15
20 18
21 14
15 14
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13 13
20 20
15 20
17 17
13 17
15 14
14 19
16 13
25 18
25 19
22 19
23 13
10 15
18 21
18 12
13 17
10 13
13 12
17 19
14 17
19 10
10 14
14 10
11 16
14 11
12 30
15 13
14 14
18 12
13 25
18 15
14 22
13 27
19 10
12 15
13 14
35 18
24 13 11
14 13
19 11
13 17
17 17
20 16
19 13
14 14
19 20
15 12
16 15
15 28
12 28
38 20
26 14
20 37
16 20 14
18 18
28 19
13 18
12 18
14 30
25 13
13 14
15 14
24 15
21 14
10 10 12
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15 18
21 12
16 17
18 17
10 20
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20 14
20 25
10 10
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12 15
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18 11
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21 16
14 14
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16 19
14 13
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29 10
17 15
17 17
17 12
19 10
15 15
17 25
24 39
13 18
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29 19
15 15
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15 20
13 13
15 10
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18 16
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34 17
17 15
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30 15
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16 12
10 10
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26 17
18 17
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16 34
23 16
10 12
20 10
11 12
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15 12
11 15
18 19
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19 19 20 14
16 23
30 17
16 13
15 32
14 13
24 14
17 21
13 10
10 10
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14 18
20 12
15 15
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12 17
14 22
20 10
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15 16
13 18
12 12
12 22
17 14
12 10
13 14
16 15
16 18
10 24
16 18
23 23
20 16
15 23
16 17
15 14
19 16
12 23
14 33
13 16
11 12
18 12
12 14
12 14
17 18
14 16
18 18
17 16
24 14
17 19
12 14
13 17
13 12
21 30
15 13
15 10
10 10
13 12
10 12
13 29
22 18
17 17
16 19 15
16 16
15 15
10 15
24 14
13 17
12 19
18 22
14 15
15 19
17 12
16 17
18 15
14 20
15 17
17 18
15 28
17 15
17 12
16 13
14 21
13 17
32 20
13 14
18 10
16 18
14 16
12 18
22 10
25 10
31 10
16 15
15 12
12 23
30 15 18
19 10
10 18
15 20
13 31
20 12
10 12
18 24
12 10
18 17
18 16
14 18
15 18
14 18
19 26
12 13
16 18
14 18
17 15
16 14
16 12
20 14
13 23
18 15
12 19
10 12
15 12
10 18
18 18
13 15
19 17
30 14
13 16
27 25
29 12
16 13
10 17
14 24
12 19
20 15
14 25
24 23
15 15
10 12
18 15
12 16
14 18
18 20
27 19
17 16
34 17
19 14
15 32
20 23
14 16
25 14
10 18 12
19 13
14 20 12
20 12
18 16
17 14
29 15
18 14
12 20
14 18
19 26
18 23
15 12
18 15
16 15
20 25
17 16
10 10
10 12
20 12
10 19
15 16
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19 19
15 23
15 18
15 17
25 26
13 18
16 12
16 17
10 10 16
27 12
20 16
17 15
12 10
17 20
16 16
25 20
12 12
13 15
20 14
15 17
17 10
15 16
10 12
20 19
16 16
18 18
12 17
13 12
21 12
15 31
18 25
39 18
25 10
14 35
16 24
12 17
10 10
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12 19
18 17
22 18
10 16
18 17
16 12
18 19
26 16
5 17
12 24
25 32
15 23
13 26
20 18
20 12
6 20
18 20
16 17
13 19
24 20
19 15
33 14 15
26 20
14 18
14 19
16 15
29 15
38 16
17 12
17 13
10 17
16 19
30 24
15 23
20 18
10 19
12 16
13 18
31 13
14 20
20 12
16 13
16 12
17 15
16 16
15 12
10 11
12 17
10 18
12 15
12 12
32 16
16 17
14 10
12 27
15 17
26 10
17 12
20 19
13 10
16 17
16 21
15 15
18 16 16
19 26
29 17
20 15
29 12
23 12
34 14
19 11
19 12
18 14
31 19
21 13
15 2
18 12
12 16
10 18
18 17
19 33
16 19
20 18
15 15
25 30
14 20
20 12
11 16
21 22
16 16
16 18
18 22
10 26
19 11
22 18
26 20
19 19
27 12
20 12
10 20
25 20
10 10
21 32
10 16
11 16
21 20
25 18
17 12
11 17
13 18
20 10
12 10
12 19
20 13
10 12
14 12
10 10
10 19
10 2
42 10
10 10
39 10
21 10
2 15
18 14
14 13 5 7
3 5
2 2
7 1
12 5
4 1
2 7
3 1
2 7
3 3
4 8
8 6
6 4
4 5
17 3
4 8
6 2
7 8
6 9
16 7
5 5
2 2
2 8
9 5
9 5
2 4
2 20
5 6
8 2
4 4
6 3
3 3
9 4
7 5
2 5
4 5
4 3
7 4
4 8
6 3
8 7
6 2
7 7
9 9
9 8
8 8
8 5
3 3
7 5
6 3
4 9
6 6
2 7
8 3
18 12 17
8 10
26 25
6 19 26
10 15
17 11
15 14 11
3 17
11 10
21 19
26 11
18 17
26 24
25 14
15 15 13 26
19 10 18 16
12 11
24 26
22 11
24 22
11 17
21 21 11 24 25 11
26 11 22
22 10
19 19 13
21 11
21 11
23 23
23 18 22
17 21 23
22 24 13 24 25
20 16
24 23
16 22 26
22 18
13 21 16
14 11
20 23 17
12 13
22 20
25 25 15
10 24
24 16
16 23
13 13 15
21 24
22 25
21 13
26 15 26
22 10
19 11
26 12 10
25 26
17 15
10 20
22 12
24 14
24 15
21 19
18 26
10 25
14 20 24
26 17 19/21 13
22 23
21 17
12 4
11 17
19 5
16 1 inch equals 300 feet
Revised: August 21, 2008
Prepared June 25, 2008 for the City of Carmel by TriAxial Data Systems • Watsonville, CA 95076 • Phone (831) 763-3697 This is a graphic representation only of data provided by the City of Carmel and the County of Monterey. The author assumes no responsibility nor liability for errors or omissions. 0 300 600 900 1,200Feet
The City of Carmel-by-the-Sea makes no representations or warranties regarding the accuracy or completeness of this map. This map is intended to reflect the boundaries established by the Carmel Municipal Code, the California Coastal Commission, and California law. These sources take precedence over this map.
Carmel-by-the-Sea
City Zoning Map
Current Zoning Designations on Original Lots
Carmel Bay
Legend
Overlay Districts and Community Plans
Base Zoning Districts
City Limits
R-1 Single-Family Residential
R-1-C-6 Single-Family (6,000 sf min.)
R-1-C-10 Single-Family (10,000 sf min.)
R-1-C-20 Single-Family (20,000 sf min.)
R-4 Multi-Family Residential
RC Residential and Limited Commercial
CC Central Commercial
SC Service Commercial
P-1 Natural Parklands and Preserves
P-2 Improved Parklands
A-1 Theatrical
A-2 Community and Cultural
A-3 Senior Citizen Facility
AS Archaeological Significance Overlay
P Park Overlay
CP Community Plan Area
ESHA* Environmentally Sensitive Habitat Area - Overlay
*Note: The ESHA Overlay applies to all land within an identified ESHA and to all land within 30 feet of an ESHA. Please see General Plan for identified ESHA's in Mission Trail Nature Preserve, Pescadero Canyon, and at locations along Carmel Beach.
The Appeal Jurisdiction is a representation of the certified Appeal Jurisdiction layer from the coastal zone. Please see Certified Post LCP Map or Current Zoning for parcels in contact with this boundary.
Parcel Boundaries
Permanent Street Closures
AB* Appeal Juristiction / Beach Overlay
Revised: February 18, 2009
Prepared June 25, 2008 for the City of Carmel by TriAxial Data Systems • Watsonville, CA 95076 • Phone (831) 763-3697 This is a graphic representation only of data provided by the City of Carmel and the County of Monterey. The author assumes no responsibility nor liability for errors or omissions.
ECONorthwest 5
Site Visit
In June 2022, City staff hosted a walking tour of the village. The purpose of this exercise was to observe the characteristics of the built environment and evaluate the potential of City-owned sites to accommodate development of housing. Key themes from this visit include:
Height. The City’s current code has a two-story height limit. However, there are many older structures throughout the commercial core that are taller than two stories and are adjacent to single- or two-story buildings.
Interior Courtyards. One of the unique characteristics of Carmel’s built environment is the network of interior courtyards and intra-block passageways that connect businesses. Residents and visitors are encouraged to explore these interior areas behind business frontages and facades.
City-Owned Sites. The City owns several sites across the village. In addition to larger and potentially underutilized sites in the downtown core, it owns a series of sites that are unimproved street rights-of-way.
Sunset Center North and South Lots. If on-site parking could be accommodated, the north lot of the Sunset Center could be a redevelopment candidate. The South Lot may also be explored for development potential.
Topography. Some areas within and on the periphery of the commercial district have steep slopes. These areas could be opportunities for development with tuck-under parking.
Attachment 1
ECONorthwest 6
Low density retail in commercial district Example of interior courtyard Ulrika Plaza at 5th and Dolores Example of City-owned ROW site Sunset Center North Lot Example of underutilized parking Attachment 1
ECONorthwest 7
Market Overview
The ability of the market to deliver housing production in the future is largely a function of existing market conditions. An observation of socioeconomic conditions also informs housing need in the community.
For-Sale Market
Following several years of relative stability, the price of homeownership in Carmel has accelerated rapidly in recent years. Since 2019, the median home price in Carmel has jumped from $1.6 million to $2.95 million, an increase of 84 percent.5 Price increases are being driven by demand-side forces.
Figure 3: Median Home Price
Source: Property Radar6
Over this same period, there has been an acceleration of both sales volume and the share of homes that are purchased all cash or with mostly cash. For example, in 2020 and 2021 sales volumes were 50 percent higher than the previous five-year average. Moreover, the percentage of home sales with 75 percent to 100 percent cash down increased from 53 percent to 61 percent through the first half of 2022. This is indicative of a market that is attracting outside capital from other high-value markets. In the context of observed migration patterns in Northern California because of the COVID-19 pandemic, we suspect that much of the movement in the market is being driven by migration of high-net-worth households out of the Bay Area. This is observed 5 Property Radar. (See https://www.propertyradar.com/) Data reported through most recent period available 6 Property Radar. (See https://www.propertyradar.com/) Data reported through most recent period available $1,562,500
$2,950,000
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
2014 2015 2016 2017 2018 2019 2020 2021 2022
Median Home Sales Price
Attachment 1
ECONorthwest 8
in migration data from the U.S. Postal Service that shows that since March 2020 Carmel has seen a migration-driven increase of 552 households.
7 Figure 4: Sales Volume and Percent of Purchase Price in Cash Source: Property Radar8
Second-Home Market
Tourism and the impacts of second homes and long-term rentals are also having an observed impact on affordability in Carmel.9 Data from the U.S. Census Bureau shows that nearly 40 percent of all housing units are used for seasonal, recreational, or occasional use. This rate is ten times the national average.
Figure 5: Share of Housing Units that are Second Homes
Source: U.S. Census American Community Survey (2016-2020 estimates); Table B2500410 Nation Carmel
Total housing units 138,432,751 3,731
For seasonal, recreational, or occasional use 5,303,302 1,479 Share of housing units that are second homes 3.8% 39.6% 7 USPS Change-of-Address Migration Data
https://www.arcgis.com/apps/dashboards/951428e32723456c879d0966af4baa8a 8 Property Radar. (See https://www.propertyradar.com/)
9 Short-term rentals are not permissible as per CMC 17.08.060 and CMC 17.14.040. (See https://www.codepublishing.com/CA/CarmelbytheSea/html/Carmel17/Carmel1708.html) 10 U.S. Census American Community Survey (2016-2020 estimates); Table B25004. (See https://data.census.gov/) 0 20
40 60
80 100
120
140
2014 2015 2016 2017 2018 2019 2020 2021 2022
Home Sales Volume
75% to 100%
Down
50% to 74.9%
Down
25% to 49.9%
Down
< 25% Down
Attachment 1
ECONorthwest 9
Renter Market
Reliable real-time market data on the local rental market is challenging to obtain because the majority of the rental market is organized through individual transactions, small property management firms, and in some cases informal agreements. Figure 6 below demonstrates that tenure split (owner vs. renter-occupied) in Carmel is roughly equal. However, a full 78 percent of the rental market is being met by single-family housing units (rather than apartment buildings), typically rented out by individuals as opposed to large property management firms.
Figure 6: Tenure (Rent vs. Own) by Units in Structure in Structure Source: U.S. Census American Community Survey (ACS) (2016-2020 estimates)11 Note: Tenure refers to whether a unit is occupied by someone who owns the unit (owner-occupied) or rents the unit (renteroccupied).
Unit Type Owner-Occupied Renter-Occupied Total
Single-family Detached 993 694 1,687
Single-family Attached 0 19 19
Duplex 0 0 0
Triplex/Quadplex 0 22 22
Small Multifamily (5-19 units) 0 162 162
Large Multifamily (20+ units) 0 0 0
Mobile Homes12 0 19 19
Total 993 916 1,909
Tenure Split 52.0% 48.0%
In Figure 7 below, we report annual contract rent reported for the market by the U.S. Census Bureau’s American Community Survey. We consider “average” rent levels reported in the survey to be considerably lower than where rental properties transact at in the market based on observations of current rent levels. However, this data is showing the expected trend of accelerated rent growth over the last two observation years. 11 U.S. Census American Community Survey (2016-2020 estimates). (See https://data.census.gov/) 12 The U.S. Census uses survey data across a five-year period to produce estimates across a broad range of demographic and socioeconomic variables in the American Community Survey (ACS). Because the ACS uses survey data to develop estimates, results can be unintuitive and have larger margins of error in smaller geographies. See https://www.census.gov/programs-surveys/acs/methodology.html for a review of the Census Bureau’s methodology for the ACS.
Attachment 1
ECONorthwest 10
Figure 7: Annual Contract Rent
Source: U.S. Census American Community Survey (5-year estimates from 2015-2020)13 Cost Burden
State and federal standards specify that households spending more than 30% of gross annual income on housing experience a housing cost burden. Housing cost burdens occur when housing costs increase faster than household income. When a household spends more than 30% of its income on housing costs, it has less disposable income for other necessities, including health care, food, education, and clothing. In the event of unexpected circumstances such as the loss of employment or serious health problems, lower-income households with a burdensome housing cost are more likely to become homeless or be forced to double-up with other households. Homeowners with a housing cost burden have the option of selling their homes and becoming renters. Renters, on the other hand, are vulnerable and subject to constant changes in the housing market.
In Carmel, 47 percent of all households that rent their homes are cost burdened, spending greater than 30 percent of their income on housing. Among these, a full 25 percent of renter households are severely cost burdened, spending 50 percent or more of their income on housing.
Figure 8: Percent of Income Spent on Rent, City of Carmel-by-the-Sea (2020) Source: American Community Survey 2016-2020 Five-Year Estimate (Table B25070)14 Income on Rent Households Share
13 U.S. Census American Community Survey (5-year estimates from 2015-2020). (See https://data.census.gov/) 14 American Community Survey 2016-2020 Five-Year Estimate (Table B25070). (See https://data.census.gov/) 0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
$0
$500
$1,000
$1,500
$2,000
$2,500
2015 2016 2017 2018 2019 2020
Annual Rent Growth
Contract Rent
Contract Rent Annual Growth
Attachment 1
ECONorthwest 11
Less than 10.0 percent 153 16.7%
10.0 to 14.9 percent 49 5.3%
15.0 to 19.9 percent 182 19.9%
20.0 to 24.9 percent 63 6.9%
25.0 to 29.9 percent 39 4.3%
30.0 to 34.9 percent 61 6.7%
35.0 to 39.9 percent 70 7.6%
40.0 to 49.9 percent 70 7.6%
50.0 percent or more 229 25.0%
Total: 916 100.0%
Commute Patterns
It is hypothesized that Carmel’s concentration of jobs in the leisure and hospitality sector creates challenges for local workers who do not have sufficient incomes to afford housing in the community. This imbalance of jobs to housing impacts quality of life including how far workers must travel for work, increasing transportation costs, and reducing individual productivity. In general, a good balance of jobs to housing would occur where the jobs available in a community match the labor force skills, and where housing is available at prices, sizes, and locations suited to workers who wish to live in the area.
In Carmel, roughly half of all workers live within 10 miles of the city. Primary areas where workers live include Seaside, Monterey, Salinas, and Pacific Grove. A full 26 percent of workers commute from greater than 25 miles away. Only 2.6 percent of workers live and work in Carmel.15
15 U.S. Census Bureau Longitudinal Employer-Household Dynamics Data (See https://lehd.ces.census.gov/) Attachment 1
ECONorthwest 12
Figure 9: Commute Patterns, Where Employees in Carmel Live (2019) Source: U.S. Census Bureau Longitudinal Employer-Household Dynamics Data. (See https://data.census.gov/) ECONorthwest 13
Code Review
As part of our scope, we conducted a code review to identify potential issues and barriers that could limit housing production in the Multifamily Residential (R-4) district and the commercial zones; Residential and Limited Commercial (RC) Central Commercial (CC), and Service Commercial (SC).
General Notes
§ The pattern of existing development is small lot (3,800-6,000), detached single-family.
Most new development will be infill.
§ Multifamily is defined as any development with two of more units on the same lot.
Building Height in All Zones
Building height throughout the city is limited to two stories, with maximum heights established for each zone. CMC 17.14.150.B-C establishes maximum building heights for the R-416, RC, SC, and CC zones. Structures in R-4 and RC zones are limited to 26 feet and structures in the CC and SC zones are limited to 30 feet. Building sites which face, abut or adjoin any property in the R-1 district are limited to a height of 24 feet. Building height may also be determined by compatibility with nearby structures facing the same street or intersection and within the same pedestrian field of view (i.e., generally, within 100 feet to either side of, or across the street from the proposed structure).
Given the existing small lot sizes observed throughout the city and off-street parking requirements (discussed in more detail below for the R-4 zone), a two-story maximum height will likely prohibit many multifamily projects from achieving base density allowances in the R4 zone. Building height limitations, maximum building coverage, and floor area ratio (F.A.R) limitations (discussed in more detail below) will even more severely limit multifamily projects from achieving base density allowances in commercial zones, even if parking requirements are lower than in residential zones.
R-4 Development Standards
Density
CMC 17.12.020.B establishes a maximum base density of 33 du/ac, and CMC 17.12.020.C offers a density bonus of 44 du/ac in exchange for affordable units. While these density thresholds are relatively high, they are difficult to achieve given the City’s inventory of small lots between roughly 3,800-6000 square feet, with lot widths around 50-60 feet and two-story building height maximum. Off-street parking requirements will further limit the ability to achieve base density.
Given the site constraints and a need for many developments to achieve base density for financial reasons, it is unlikely developers will be able to take advantage of the density bonus 16 Underground parking does not count as a story in the R-4 zone.
Attachment 1
ECONorthwest 14
since their ability to achieve the base density is already constrained. If the density bonus was offered in another story, rather than du/ac, it could help reduce barriers and allow more housing production on smaller sites.
Parking
CMC 17.38.020 requires 1.5 parking spaces per residential dwelling unit and offers reduced parking standards for affordable units (0.5 spaces per unit) in the R-4 zone. CMC 17.12.020.F.1 prohibits parking requirements in the R-4 zone to be met on-street or through a fee-in-lieu.
Providing parking onsite while achieving the allowed density will be a challenge for many development sites given that many of the existing lots in the city are only 50-60 feet wide. While underground parking is allowed and does not count against the maximum building height, underground parking is far more expensive to construct. Reducing parking standards for certain areas (i.e. areas with access to transit or walkable to commercial districts) or for unit types (i.e. studios and one-bedrooms) may help developments achieve base densities.
Unit Distribution
CMC 17.12.020 requires that on sites larger than 4,000 sf, 50 percent of all units must be provided as rental apartments.
CMC 17.08.050.F. requires at least 25 percent of all units in a multifamily project containing more than two units be between 400-650 square feet. While this provision on its own is not necessarily a barrier to housing development, parking standards for these small units are the same as a single-family home. Reducing the parking standard for smaller multifamily units will help developments to achieve density more easily.
Commercial Zone Development Standards
Building Coverage
CMC 17.14.130.A. limits building coverage to 80 percent in the CC and SC zones. 17 The existing
pattern of development in these two zones appears to exceed 80 percent building coverage on many parcels. Additionally, the code prohibits the removal of existing courtyard or intra-block walkways, which will further limit the amount of allowable building coverage on some sites.
Since the land costs in Carmel-by-the-Sea are exceptionally high, these maximum building coverage requirements will likely act as a development barrier. This becomes even more of a challenge in the context of redevelopment where the existing structure exceeds 80 percent building coverage. New developments may be required to build a smaller building than previously existed.
17 Exceptions are granted up to 95 percent.
Attachment 1
ECONorthwest 15
Floor Area Ratio
CMC 17.14.140.A-B establish F.A.R limits for the commercial zones. One-story buildings in the CC and SC zones are allowed to achieve an F.A.R equal to 95 percent of the site area. However, this contradicts the allowed building coverage discussed above (80 percent), excluding the exceptions. Two-story buildings can obtain an F.A.R equal to 135 percent of the site area, which further limits the allowed square footage outside of the building coverage maximums, as either the first or second story would need to be smaller than the other to meet this F.A.R. For example:
§ A 5,000 square foot lot is allowed a maximum of 4,000 square feet in building coverage, which could translate to about an 8,000 square foot building if the two stories were of equal size. However, two-story buildings are limited to 135 percent of the total site area. § 135 percent of the total site area is 6,750 square feet. The F.A.R requirements reduces the potential square footage by approximately 1,250. This lost square footage could translate into roughly two additional apartment units.
§ However, if using a density bonus the limit would be 150% of the total site area, reducing the amount of lost square footage for project utilizing a density bonus.
The restriction is even more severe in the RC zone adjacent to the Single Family Residential (R1) zone, where F.A.R requirements limit two-story buildings to 80 percent of the total site area.
For example:
§ A 5,000 square foot lot could result in a maximum building coverage of 3,500 (70 percent), so two stories of the same size could render a 7,000 square foot building. § With F.A.R. limited to 80 percent of the total site area for two-story structures, this limits the building to 4,000 square feet. This represents a loss of about 3,000 square feet.
§ Like the example above, the loss of square footage is reduced if a project can capitalize on a bonus.
F.A.R. bonuses are available for projects that include affordable housing, courtyards, and/or intra-block walkways.
Review Processes and Additional Studies
The City should be mindful of how additional procedures and studies can add time and cost to projects that are facing unprecedented cost escalations in the current economic environment.
For example, CMC 17.08.050.F.1 requires all multifamily projects to prepare an acoustical analysis and the implementation of acoustical design treatments to meet noise standards contained in Title 25 of the California Government Code. While this is not a barrier to development on its own, it does require a small amount of time and cost to the development process. Cumulatively, review processes can add up to be a significant barrier to development and the City should endeavor to streamline review and approvals wherever possible.
Attachment 1
ECONorthwest 16
The City also requires conditional use permits for certain residential developments in all zones (i.e. developments over 22 du/ac). The City’s standard practice is to process approvals concurrently where possible; but removing this additional process could reduce extra steps and cost in the development process for both City staff and applicants, while eliminating the additional cost of preparing a conditional use application.
High-Level Sites Analysis
In its forthcoming update to the Housing Element of the General Plan, the City will be required to identify physical sites that have the zoned capacity to accommodate its share of regional housing need (349 units). The State agency (Housing and Community Development “HCD”) responsible for oversight and certification of the Housing Element has specific requirements for this analysis. It is beyond the scope of this project to conduct a full HCD compliant alternative sites analysis. And the sites included in this review is unlikely to be an exhaustive list of candidates. It likely also includes candidates that future study my find less viable. However, as a precursor to the Housing Element Update, we provide a high-level overview of potential candidate sites. In our methodology we combine anecdotal context through conversations with local developers and property owners alongside a range of variables that are theoretically indicative of redevelopment potential. These include:
§ Historic resources § Total value per-square-foot
§ Sites with adjacent ownerships § Sites with high value uses § Sites identified in RHNA5 § Discussions with developers § Land-to-improvement ratio § Site visit and spot checking Defining a Study Area
Housing redevelopment generally requires scale to be financially feasible because the value of the new use must be measurably higher than the existing use. Scale is a function of site size and allowed density. Under the existing zoning code, only the R-4 and commercial zones allow multifamily development. For this reason, the focus of this work is on the commercial core, defined in Figure 11.
Conservation District
The purpose of the Conservation District (codified in 2004) is to “recognize that Ocean Avenue and the commercial properties that surround this corridor contain some of the most memorable and important commercial buildings in Carmel”.
18 The district includes special procedures that
influence the development and design context for properties in the district. While we did not consider all properties in the district to be infeasible, the additional development and design standards add an additional layer of complexity to redevelopment potential. 18 Carmel Municipal Code § 17.20.260. (See
https://www.codepublishing.com/CA/CarmelbytheSea/html/Carmel17/Carmel1720.html) Attachment 1
ECONorthwest 17
Figure 10: Zoning Map; Carmel-by-the-Sea
Source: City of Carmel-by-the-Sea
Carmel_Zoning
A-1
A-2
A-3
CC
P-1
P-2
R-1
R-1-C-10
R-1-C-20
R-1-C-6
R-4
RC
SCCit
yLimits
ConservationDistrict
Legend
ECONorthwest 18
Figure 11: Commercial Core Study Area Definition
Source: ECONorthwest
Downtown Study Area
Conservation District
Legend
ECONorthwest 19
Historic Resource Properties
The project study area includes 45 properties that are identified as historic. All but seven of these are in the Conservation District (see Figure 12). While we did not omit historic resource sites from being considered redevelopment candidates outright, redevelopment or renovation of historic resource sites will have an additional layer of complexity, as projects will need to meet the Secretary of the Interior’s Standards for Rehabilitation.19 Properties Omitted Due to Existing Use
In this step we removed properties from consideration that have clear uses that would be a barrier to redevelopment, regardless of the redevelopment economics of the physical sites (see Figure 13). This included a removal of civic and institutional uses such as City Hall, libraries, parks, and open space. It also removed all attached ownership sites (such as condominiums) because assembling ownerships of these properties is nearly impossible. Lastly, we removed sites with businesses where the likely income generating potential of the use was high relative to the real estate asset (such as hotel properties). Due to Carmel’s tourism draw, even a 2-star hotel commands room rates well above average for the class. Conversations with City staff and local developers further suggested that it would be highly unlikely that any hotel property in the commercial core would fully redevelop or reposition to permanent housing. However, there is opportunity to add workforce housing capacity through programs that convert a single hotel room to an on-site managers uint.
Fifth Cycle (RHNA5) Housing Element Sites
Carmel’s Fifth Cycle Housing Element was adopted in 2015. This document includes an inventory of sites that were identified at the time as the most likely to accommodate future housing need (see Figure 14). The analytical process to identify these sites is established and findings certified by the State Department of Housing and Community Development (HCD).
Adjacent Ownerships
Sites that can obtain scale through size and density generally have a higher likelihood of redevelopment. Larger sites offer greater flexibility and fewer barriers. Often, two or more sites adjacent to each other that are both underutilized can be combined to make more feasible development site. However, assemblage of multiple ownerships can be a barrier. In this step we used ownership data in Assessor’s records to identify properties that are adjacent to each other but have the same owner (see Figure 15). If they meet other redevelopment criteria, these sites are more likely to redevelop.
19 Secretary of the Interior’s Standards for Rehabilitation. (See https://www.nps.gov/subjects/taxincentives/secretarysstandards-rehabilitation.htm) Attachment 1
ECONorthwest 20
Figure 12: Historic Resource Properties
Source: City of Carmel-by-the-Sea.
CarmelHistoricProperties
Downtown Study Area
Conservation District
Legend
ECONorthwest 21
Figure 13: Omitted Properties do to Existing Use
Source: ECONorthwest
Downtown Study Area
Conservation District
Not Viable
Legend
Hotel
Hotel
Hotel
Hotel
Condo
Condo
Condo
Condo
Condo
Condo
Hotel Hotel Hotel
Hotel
Hotel
Hotel
Hotel
Hotel
Library
Library Park
Hotel
Hotel
Condo
Condo
City Hall
CityHall
Hotel
Park
Hotel
Hotel
Hotel
Hotel
Hotel
ECONorthwest 22
Figure 14: RHNA5 Sites in the Commercial Core
Source: Carmel-by-the-Sea Fifth Cycle Housing Element, Digitized by ECONorthwest Downtown Study Area
Conservation District
Not Viable
RHNA5 Inventory
Legend
ECONorthwest 23
Figure 15: Sites with Adjacent Ownerships
Source: ECONorthwest
Downtown Study Area
Conservation District
Not Viable
Adjacent Ownerships
Legend
ECONorthwest 24
Land-to-Improvement Ratio
Land-to-Improvement ratio is a metric that compares the value of an improvement on a property to the value of the land using data from the Monterey County Assessor’s Office.
Theoretically, the more valuable land is compared to improvements on a site, the more likely the site is to redevelop (see Figure 16).
Data Limitations
The land-to-improvement metric and the value per-square-foot metric (below) use assessed value as reported by the Assessor. Assessor’s data can deviate broadly from real market value in California due to Proposition 13 which limits the annual increase in assessed value to 2 percent until a property transacts. While the ratio of improvement and land value should be more stable, properties that have not transacted for a long time could provide misleading results. For this reason, we consider these metrics alongside all other variables and in conjunction with site/spot checks.
Total Value Per-Square-Foot
In development economics the term “residual land value” is defined as the maximum value that a developer can pay for a site for a given development program. It is influenced by a range of factors including construction costs, development form, market conditions, and the developer’s threshold for rate of return, among other factors. It was beyond the scope of this work to do feasibility testing that would calculate actual residual land values. However, we know that the more expensive it is to acquire sites, the less likely development is to be feasible. Therefore, identifying sites in the study area with the lowest combined value (land plus improvements) relative to the size of the site can be an indicator of redevelopment potential (see Figure 17).
Candidate Site List
We combined the analysis above with an in-person site visit, visual assessment using aerial and streetscape photography, and conversations with local representative to develop an inventory of candidate sites that could have redevelopment potential. In addition to properties within the study area, we also evaluated sites adjacent to the commercial core that could be candidates for future rezoning to allow more housing density. Each site is briefly discussed below Figure 18.20 20 Sites are not listed in any particular order of prioritization Attachment 1
ECONorthwest 25
Figure 16: Land-to-Improvement Ratio
Source: ECONorthwest using Monterey County Assessor’s Data Downtown Study Area
Conservation District
Not Viable
Land to Improvement Ratio
< 1.0
1.0 - 1.5
1.5 - 2.0
> 2.0
No Improvement Value
No Data
Legend
ECONorthwest 26
Figure 17: Total Value Per-Square-Foot
Source: ECONorthwest using Monterey County Assessor’s Data Downtown Study Area
Conservation District
Not Viable
Value PSF
No Data
< $100
$100 - $175
$175 - $250
> $250
Legend
ECONorthwest 27
Figure 18: Candidate Site List
Source: ECONorthwest
Downtown Study Area
Conservation District
Legend
ECONorthwest 28
Figure 19: Data Table of Candidate Sites
Source: City of Carmel-by-the Sea Planning Department
Site
ID APN Zoning Lot Size Acres Max units @ 22 DUA21
Max Units @
44 DUA22
Max Units @
88 DUA23
#1 10143001000 A-2 90,084 1.02 22 45 90
#2
10138003000 SC 7,913
0.37 8 17 33
10138021000 SC 7,949
#3
10104001000 R-4 32,136
1.28 28 57 113
10104004000 R-4 21,576
#4 10145008000 RC 7,878 0.18 3 8 16
#5 10212010000 R-1 7,637 0.18 3 8 16
#6
10095013000 RC 15,313
0.53 11 24 47
10095012000 RC 8,027
#7
10098005000 SC 4,871
10098004000 SC 4,676 0.33 7 15 30
10098006000 SC 4,901
#8
10212027000 R-1 4,014
10212004000 R-1 4,004 0.28 6 13 25
10212026000 R-1 3,994
#10
10144015000 R-1 4,155
0.18 3 8 16
10144016000 R-1 3,738
#11 10133004000
(Example) CC 6,398 0.14 3 7 13
#12
10141006000 CC 12,520
0.38 8 17 34
10141011000 CC 4,377
#13
10145012000 SC 3,632
10145024000 SC 4,030 0.30 6 14 27
10145023000 SC 4,118
#14 10142001000 SC 8,009 0.18 3 8 16
#15
10149012000 A-3 7,435
0.62 13 28 55
10149010000 A-3 7,964
10149011000 A-3 7,985
10149001000 A-3 3,615
#16
10084030000 R-1 26,874
1.10 24 49 97
10084023000 R-1 5,822
10084024000 R-1 6,016
10084022000 R-1 4,496
10084003000 R-1 3,856
#17 10097007000 8,534 .020 4 9 18
TOTAL: 7.27 acres 152 units 327 units 646 units
21 Permitted by-right. No affordable requirements
22 20% of units must be for low-income households OR 10% must be for very low-income households OR 50% must be for seniors. All units must be deed restricted for a minimum of 30 years. 23 All units must be deed restricted affordable for a minimum of 30 years.
Attachment 1
ECONorthwest 29
Site 1: Sunset Center Lots Site
The north lot at Sunset Center is a large (1.02
acre) parking lot with no improvements other
than paving. It is a City-owned site. The City has
expressed interest in redeveloping the site for
housing so long as parking needs for Sunset
Center could be accommodated in the
development program. A zone change from
Theatrical District (A-2) to Multifamily
Residential (R-4) would be required to facilitate
development of the site. The south lot could also
be viable, but larger scale development may not
be as compatible with existing residential
development scale this far removed from the
commercial core.
Site 2: Ulrika Plaza Site
The 0.37-acre Ulrika Plaza site previously entitled
as a mixed-use building. The initial developer
lost the project for financial reasons, and it was
acquired by another developer. This developer
has been working to get a development program
for 12 market-rate apartment units approved on
the site for several years. The site is a case study
of a development not building to maximum
density.
Site 3: City Public Works (Vista Lobos) Site
This is a City-owned site totaling 1.28 acres at the
north end of the study area. The site is a large
parking lot with low value improvement used for
public parking. The City has expressed interest in
using the site for housing if feasible. Potential
height restrictions due to a protected viewshed to
Point Lobos (see CMC 17.12.050) could limit
achievable density and feasibility.
Attachment 1
ECONorthwest 30
Site 4: Carmel Realty Office Site
This site is a 0.18-acre corner-lot parcel that is
currently owned and used for office space by
Carmel Realty. It has low lot coverage and scores
well with a land-to-improvement ratio. It is a
single-story structure that is surrounded on all
sides by structures that are at least two stories
tall. The site was previously used in the RHNA5
inventory.
Site 5: Pine Inn Parking Lot
This 0.18-acre site is the parking lot for the Pine
Inn. The site is not attached or adjacent to the inn,
it is a separate parcel across the street. As driving
patterns and parking needs change, this site
could be a future candidate for redevelopment.
Site 6: Bruno’s Market Site
This site is two adjacent parcels totaling over 0.53
acres under the same ownership. The site
includes a parking lot that leads to low lot
coverage. It also scores in the top tier for land-toimprovement ratio. It could be a potential redevelopment candidate.
Attachment 1
ECONorthwest 31
Site 7: Three Garages Site
This site would be an assemblage of three equal
sized parcels totaling 0.33 acres. Two of the
parcels are under the same ownership, and one
was previously used in the RHNA5 inventory.
Existing uses include a site with parking and
three attached garages, and a commercial
building used for real estate sales. Combined the
site scores in the top tier for land-to-improvement
ratio and in the mid-tier for value per-squarefoot.
Site 8: First Church of Christ Parking Lot
This site is a parking lot used by the First Church
of Christ. It is three separate taxlots totaling 0.28
acres. Assessor’s records have missing values for
ownership on the two southern parcels but given
its existing use we assume that all three parcels
are owned by the Church. In 2020, the State of
California passed AB185124, commonly referred
to as the “yes in God’s backyard” bill. This bill
makes it easier for religious institutions to
convert excess parking to affordable housing by
prohibiting a local agency from requiring the
replacement of religious-use parking spaces that a developer of a religious institution affiliated housing development project proposes to eliminate as part of that housing development project.
Redevelopment of the site would require a zone change.
Site 9: Misc. City-Owned Sites (Not Mapped)
The City owns a series of miscellaneous small
vacant sites in the R-1 zone. These sites are legacy
right-of-way that were not developed for streets.
Some of these sites may have development
potential. However, our site visit identified that
barriers were common, including mature trees,
topography, and use for primary access for
existing homes.
24 California Assembly Bill. 2020. “Religious institution affiliated housing development projects: parking requirements.” 2019-2020 Regular Session. AB 1851. (See https://openstates.org/ca/bills/20192020/AB1851/) Attachment 1
ECONorthwest 32
Site 10: Red Cross Site
This site is two adjacent parcels owned and used
by the American Red Cross. Collectively the site
is 0.18 acres. Because the site is owned by a nonprofit organization it does not have Assessor’s values to calculate redevelopment metrics.
However, site inspection confirms a low intensity
use. Because the owner is a mission-driven
organization, it’s possible they may be a willing
partner if they can find an alternative for their
current operations.
Site 11: Café Carmel Site (Representing ALL
single-story downtown buildings)
All single-story downtown buildings can be
explored as opportunities for densification. Site
orientation, existing and surrounding uses, and
access are contributing factors to feasibility. The
Café Carmel site pictured is one example of a
single-story commercial property with two-story
building on either side. The Café Carmel site
specifically scores in the top tier for land-toimprovement ratio and has a land value around $100 per-square-foot. The site was previously
used in the RHNA5 inventory.
Site 12: Wells Fargo Site
This site is two adjacent parcels comprised of the
existing Wells Fargo building and associated
parking lot. Combined the site is 0.38 acres. The
site was identified as a candidate site in the
RHNA5 Housing Element inventory. It scores in
the top tier for land-to-improvement ratio. It is
owned by an institutional entity (Wells Fargo).
However, conversations with City staff indicate
that it could be a candidate for inclusion as a
historic property which would complicate
redevelopment.
Attachment 1
ECONorthwest 33
Site 13: Esperanza 7th and Dolores Site
This site is three adjacent parcels owned by
Esperanza Carmel. The site totals roughly 0.30
acres. Esperanza has a development proposal on
the site for eight market rate apartment units.
Site 14: 7th and Mission Site
This 0.18-acre site currently accommodates a
clothing boutique in a single-story commercial
building. Half of the site is comprised of a
parking lot, which leads to low lot coverage and a
land-to-improvement ratio above 1.5. However,
it’s value per-square-foot is high at nearly $500
per-square-foot, making acquisition of the
property less likely.
Site 15: Carmel Foundation Site
The Carmel Foundation is the only provider of
deed-restricted affordable housing in Carmel.
Their administrative offices include four parcels
totaling 0.62 acres. This site does not score high
on land-to-improvement ratio but scores in the
top tier of value per-square-foot. This site is being
considered as a candidate because the Carmel
Foundation is a mission-driven organization and
interviews with leadership indicated that if they
can accommodate their administrative functions
off-site, they would consider redeveloping their
property for affordable housing. Redeveloping
this site would require rezoning.
Attachment 1
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Site 16: Carmel Presbyterian Site
This site is five adjacent parcels totaling almost
1.1 acres. Over a third of the site is a parking lot.
See previous comments about AB1851. The site is
outside of the commercial core and would
require a zone change to facilitate
redevelopment.
Site 17: 5th and Junipero Site
This is a corner lot site totaling just under 0.20
acres. The existing use is a parking lot and singlestory commercial building. The site was included in the RHNA5 inventory. It scores in the mid-tier
for both redevelopment metrics.
Housing Capacity Opportunities
Based on our review of market conditions, the character of existing development, and potential needs in the community, we see opportunities to add housing capacity in the following ways:
Promote Accessory Dwelling Units
Accessory dwelling units are commonly built as
additional structures on lots with an existing home
or are created through garage conversions. Lots that
are conducive to accommodating ADUs have
common characteristics including larger lot sizes,
detached garages, and low lot coverage ratios. In
Carmel over 87 percent of parcels are zoned for
single-family residential uses (R-1), totaling nearly
2,900 lots. Carmel has also had growing interest in
ADU development, receiving 13 applications for
ADUs in 2021, up from 8 in 2020.
Attachment 1
ECONorthwest 35
Infill Capacity
There are several sites, including City-owned
properties, where infill could be possible.
Development of these sites would require careful
consideration of existing adjacent uses. Depending
on the scale of the site, this redevelopment could be
small-scale plex (duplex, triplex, quadplex) infill or
relatively large-scale development. The City should
consider amendments to development standards
and design guidelines to facilitate achieving the
maximum allowed densities. This would result in a
greater likelihood of development feasibility for
low-to-mid-rise multifamily development forms
ranging from three to four stories.
Encourage adding residential units above
commercial uses
Carmel’s business district has many properties that
are single-story low-intensity commercial uses.
Some of these properties may be candidates to add
an additional story of housing above the existing
commercial. There is existing and recent
development precedent that this densification is
feasible, even for historic properties. The best
candidates would be properties where the scale of
adjacent properties is two-stories or greater.
Full Redevelopment
There may be opportunities in the commercial
district where the value of housing may be higher
than the existing commercial use. These sites would
be candidates for razing the existing structure and
building maximum feasible density. To be feasible
the scale of development would have to maximize
the development potential of the site through larger
massing and maximum height.
Attachment 1
ECONorthwest 36
Recommended Actions and Potential Incentives
Based on the preceding analysis, we offer the following recommendations for further consideration as the City progresses to an update of its Housing Element.
Explore changes to development standards. Our review of Carmel’s zoning code found that overly restrictive development standards, such as the two-story heigh limit are not likely to facilitate maximum allowed densities. The City should explore options to remove these barriers consistent with the findings above.
Adopt objective design standards. Local developers indicate that the review and approval process in Carmel is overly restrictive. Senate Bill 35 and the Housing Accountability Act also require the use of objective standards. The City’s code currently includes subjective standards.
The City should analyze its current code language and develop recommendations for objective criteria and opportunities for a streamlined review process.
Create an accessory dwelling unit program. An accessory dwelling unit program could range broadly from creating promotional materials and informational outreach to an aggressive program that could project subsidies, development of pre-approved plans, assisting with allocating water credits (for deed-restricted units only), and technical assistance with planning and building staff navigating the planning and permitting process for property owners.
Create a preservation and monitoring program. The City should take action to understand its inventory of existing deed-restricted units and understand the risk of them converting to market rate.
Consider expanding the R-C and/or R-4 zone. Our analysis identified areas south and west of the commercial core that have opportunity sites and/or concentrations of parcels that could be candidates for redevelopment based on common metrics. The City should explore rezoning opportunities in these areas.
Inventory and incentivize properties with opportunities for densification. The City should consider at a minimum creating an inventory of single-story commercial properties with opportunities for densification and conducting property owner outreach. Other alternatives would be to establish flexible development standards like parking waivers and height limit adjustments, or to assist with water credits.
Explore solutions to water credit barriers to development. The water supply conditions on the Monterey Peninsula are a significant barrier to development. To add units to an existing structure or develop/redevelop a property, a developer must obtain water credits to accommodate the net change in fixtures. However, there are a finite number of credits available and no secondary market for transfer. To accommodate future development, the City should play an active role in regional efforts to improve access to water resources and water credits and facilitate prioritizing water credits for affordable housing.
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Nova Romero, City Clerk
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
January 3, 2023, Special Meeting Minutes, January 10, 2023, Regular Meeting Minutes, and January 17, 2023, Special Meeting Minutes
RECOMMENDATION:
Approve Draft Minutes.
BACKGROUND/SUMMARY:
The City Council routinely approves minutes of its meetings.
FISCAL IMPACT:
None.
PRIOR CITY COUNCIL ACTION:
None.
ATTACHMENTS:
Attachment 1) January 3, 2023, Special Meeting Minutes
Attachment 2) January 10, 2023, Regular Meeting Minutes Attachment 3) January 17, 2023, Special Meeting Minutes
CITY COUNCIL
SPECIAL MEETING
January 3, 2023
4:30 PM
OPEN SESSION
CALL TO ORDER AND ROLL CALL
Mayor Potter called the meeting to order at 4:30 p.m.
Roll Call: Councilmembers Baron, Dramov, Ferlito, Mayor Pro Tem Richards, and Mayor Potter were present.
PUBLIC APPEARANCES
None
CONSENT AGENDA
1. Resolution 2023-001, Proclaiming the Continuing Need to Meet by Teleconference Pursuant to Government Code Section 54953(e)
Motion to approve Resolution 2023-001 by Mayor Pro Tem Richards, seconded by Mayor Potter, and adopted 4-1-0-0 by the following roll call vote:
AYES: Councilmembers Dramov, Ferlito, Richards, and Mayor Potter NOES: Councilmember Baron
ABSENT: None
ABSTAIN: None
CLOSED SESSION
A. CONFERENCE WITH LEGAL COUNSEL– ANTICIPATED LITIGATION Significant exposure to litigation pursuant to Government Code Section 54956.9 subsection (d)(2) - One potential case
ADJOURNMENT
Council adjourned to closed session at 4:33 p.m.
APPROVED: ATTEST:
_________________________________ ___________________________________ Dave Potter, Mayor Nova Romero, MMC, City Clerk
Attachment 1
CITY COUNCIL
REGULAR MEETING
Tuesday, January 10, 2023
OPEN SESSION 4:30 PM
CALL TO ORDER AND ROLL CALL
Mayor Potter called the meeting to order at 4:30 p.m.
Roll Call: Councilmembers Baron, Dramov, Ferlito, Mayor Pro Tem Richards, and Mayor Potter were present.
PLEDGE OF ALLEGIANCE
Councilmember Dramov led the pledge of allegiance.
Mayor Potter announced that the public hearing item for the first reading of Ordinance 2022-007 has been recommended for continuation due to late changes to the Ordinance text. He asked for any public comment, and receiving none, asked for a motion to continue.
Motion by Mayor Pro Tem Richards to continue the public hearing item #12, first reading of Ordinance 2022-007 to a date certain of February 7, 2023, seconded by Councilmember Ferlito, and approved 5-0-0-0 by the following roll call vote:
AYES: Councilmembers Baron, Dramov, Ferlito, Richards, and Mayor Potter NOES: None
ABSENT: None
ABSTAIN: None
PUBLIC APPEARANCES
Sofia Cho thanked the council for their contributions to the Carmel High Mock Trial Team to compete at the Chicago championship and presented and certificate of appreciation to the City Council. Shaya Zetta thanked the Council for their support and shared that a page in the Carmel Magazine was dedicated to thanking the Council and community for their support. Nancy Twomey thanked city staff and volunteers for all of their hard work and efforts during the recent storms, and announced that the Carmel Residents Association will be hosting an event "Experience the Monterey Bay as Seen by early California Artists" at the Carmel Woman's Club.
ANNOUNCEMENTS
A. City Administrator Announcements - Thanked all the staff, Public Works, Fire department and Public Safety for all their hard work during the storm and for keeping the community safe.
Attachment 2
B. City Attorney Announcements - no reports
C. Council Member Announcements -
Councilmember Baron - no reports.
Councilmember Dramov - no reports.
Mayor Pro Tem Richards - no reports.
Councilmember Ferlito - Thanked Mike Brown for the work he does with the Carmel High Mock Trial team to help the students with fundraising. She said she was very proud of the students. She reported that the Mission Trail Nature Preserve is closed due to the storms and reminded the public mind all the barriers blocking access to areas like the beach that are not safe right now due to the current storm conditions. She thanked staff for all their work during the storms.
Mayor Potter - Thanked former Mayor Sue McCloud for her generous support of the CHS Mock Trial team and said he’s proud of the students. He echoed the thanks to City Staff as well as the CERT Team and other volunteers during the unprecedented storm conditions.
CONSENT AGENDA
Councilmember Ferlito pulled item #4, and Councilmember Baron pulled item #7 from the consent agenda for discussion.
Public comment: none
Motion by Councilmember Baron to adopt consent agenda items 1, 2, 3, 5, and 6, seconded by Councilmember Ferlito, and adopted 5-0-0-0 by the following roll call vote:
AYES: Councilmembers Baron, Dramov, Ferlito, Richards, and Mayor Potter NOES: None
ABSENT: None
ABSTAIN: None
Item 1 - December 6, 2022 Regular Meeting Minutes, and December 13, 2022 Special Meeting Minutes
Item 2 - November 2022 Check Register Summary
Item 3 - November 2022 Monthly Reports
Attachment 2
Item 5 - Resolution 2023-003 to extend purchase contract with AXON for Police Body Cameras and related equipment and services
Item 6 - Adopt Resolution 2023-006 appointing Councilmember Baron as the Policy Board Primary for the Central Coast Community Energy (CCCE)
ITEMS PULLED FROM CONSENT
Councilmember Ferlito pulled Item #4 from Consent.
Item 4 - Resolution 2023-002, authorizing the City Administrator to execute a Professional Services Agreement with Jayson Architecture, for an amount not to exceed $55,000, for the Library Master Plan Project
Community Activities and Library Director Ashlee Wright gave a brief summary of the item and answered questions from Council.
Public Comment: none
Motion by Councilmember Ferlito to adopt Resolution 2022-002, seconded by Mayor Pro Tem Richards, and adopted 5-0-0-0 by the following roll call vote:
AYES: Councilmembers Baron, Dramov, Ferlito, Richards, and Mayor Potter NOES: None
ABSENT: None
ABSTAIN: None
Councilmember Baron pulled Item #7 from Consent.
Item 7 - Resolution 2023-008, Proclaiming the Continuing Need to Meet by Teleconference Pursuant to Government Code Section 54953 (e)
Councilmember Baron said he would be voting no on this item because he would like to see all of the legislative bodies attending meetings in person.
Motion by Mayor Potter to adopt Resolution 2022-008, seconded by Ferlito, and adopted 3- 2-0-0 by the following roll call vote:
AYES: Councilmembers Ferlito, Richards, and Mayor Potter NOES: Councilmembers Baron, Dramov
ABSENT: None
ABSTAIN: None
Attachment 2
ORDERS OF BUSINESS
Item 8 - Consideration of a request from the Carmel-by-the-Sea Rotary Club to install up to two (2) Rotary International signs at the entrance(s) of the City.
Public Works Director Bob Harary gave a presentation on the item and answered questions from Council.
Public Comment:
Ken White, addressed Council on behalf of the Carmel Residents Association in support of displaying the Rotary signs.
Lucinda Lloyd and Sue McCloud voiced appreciation for the Carmel Rotary but said they do not support displaying the signs.
Council discussion continued.
Council directed staff not to approve an encroachment permit to install the Rotary Signs at the entrances to the City, based on the City’s sign Ordinance regulations, although they are supportive of the Rotary as an organization.
Item 9 - Resolution 2023-004, awarding a Professional Services Agreement to BKF Engineers for the Concrete Streets Repair Project for a not-to-exceed fee of $214,667 Public Works Director Harary gave a presentation to Council on concrete streets, and answered questions from Council. Council voiced concerns about pedestrian safety if allowing bikes on the same path as people, motorized bikes, dogs, and strollers, as well as a concern for preserving the aesthetics of Carmel’s character. Councilmember Baron said he would like Council to consider a bike path to protect the safety of cyclists as well as pedestrians and suggested an uphill lane designated for bikes.
Public Comment:
Nancy Twomey said she would like to see more visuals of the bike lane models, and right now the isn’t sure if she would support it. Sue McCloud asked what would happen to the boulders on Ocean avenue that prevent parking.
Council discussion continued.
Motion by Mayor Pro Tem Richards to adopt Resolution 2022-004 with an amendment to remove the Ocean Avenue bike lane from the scope of the project, seconded by Councilmember Dramov, and adopted 4-1-0-0 by the following roll call vote:
AYES: Councilmembers Dramov, Ferlito, Richards, and Mayor Potter Attachment 2
NOES: Councilmember Baron
ABSENT: None
ABSTAIN: None
Item 10 - Resolution 2023-005 confirming Councilmember appointments to outside agencies Mayor Potter gave a brief summary of the item and thanked Council for their willingness to volunteer on these committees. Councilmember Ferlito requested that Councilmember Dramov be appointed as the AMBAG alternate to get the experience, and said she would like to help facilitate the Coastwalk group.
Motion by Mayor Pro Tem Richards to adopt Resolution 2023-005, with the amendment to appoint Councilmember Dramov as the alternate member on AMBAG, seconded by Councilmember Baron, and adopted 5-0-0-0 by the following roll call vote:
AYES: Councilmembers Baron, Dramov, Ferlito, Richards, and Mayor Potter NOES: None
ABSENT: None
ABSTAIN: None
Item 11 - Receive an after-action on Third Thursday and an update on the Farmers' Market and consideration of a Resolution 2023-007 authorizing the consumption of alcohol at the Farmers' Market Third Thursday events in 2023
Community Activities and Library Director Wright gave a presentation on the item and answered questions from Council.
Public Comment:
None
Council discussion continued. Councilmembers Ferlito and Dramov voiced support of the Farmer’s Market and Third Thursday events, but not with alcohol consumption.
Motion by Councilmember Baron to adopt Resolution 2023-007, seconded by Mayor Potter and adopted 3-2-0-0 by the following roll call vote:
AYES: Councilmembers Baron, Richards, and Mayor Potter
NOES: Councilmembers Dramov, Ferlito
ABSENT: None
ABSTAIN: None
PUBLIC HEARINGS
Attachment 2
Item 12 - Consider Ordinance No. 2022-007 (first reading) amending Carmel Municipal Code (CMC) Sections 17.14.040, 17.28.010, and 17.70.020, to prohibit timeshare and fractional interest uses, as well as advertising and sale thereof, in a manner fully in conformity with the California Coastal Act (CA Section 30510) - Continued from December 6, 2022 Council approved a motion at the start of the meeting to continue this item to February 7, 2023.
Council recognized that this item was noticed as a public hearing and opened public comment.
Public Comment:
William Hansen, addressed the Council in favor of the Ordinance.
Nancy Twomey, said that the CRA Board supports the proposed Ordinance.
Andreas Madsen, Pacaso's Chief Revenue Officer, requested to be involved in the feedback on creating a Timeshare Ordinance via a working group or community forum and to provide clarity on what Pacaso does.
Adam Pinterits, Monterey County Association of Realtors, thanked Council for their ongoing discussion on the item and voiced concerns about ambiguity regarding private property rights in the draft Ordinance.
Mike Coughlin, addressed the Council and voiced support of a continued discussion of allowing co-ownership of homes in Carmel.
FUTURE AGENDA ITEMS
Councilmember Dramov said she would like to re-visit the Urgency Ordinance and mask requirements for attending meetings of legislative bodies.
ADJOURNMENT
Council adjourned at 6:17 p.m.
APPROVED:
____________________________ ________________________________ Dave Potter Nova Romero, MMC
Mayor City Clerk
Attachment 2
CITY COUNCIL
SPECIAL MEETING
Tuesday, January 17, 2023
OPEN SESSION 12:30 PM
CALL TO ORDER AND ROLL CALL
Mayor Potter called to order at 12:31 p.m.
Roll Call: Councilmembers Baron, Dramov, Ferlito, Mayor Pro Tem Richards, and Mayor Potter were present.
PUBLIC APPEARANCES
Michael McWalters addressed the Council regarding wireless towers.
ORDERS OF BUSINESS
Item 1 – Resolution 2023-008 Ratifying a Proclamation of Existence of a Local Emergency due to the 2022-23 Atmospheric River Winter Storm Event
City Administrator Rerig gave a brief summary of the item and answered questions from Council.
Public Comment: None
Council discussion continued.
Motion by Councilmember Ferlito to adopt Resolution 2023-008, seconded by Councilmember Baron, and approved 5-0-0-0 by the following roll call vote:
AYES: Councilmembers Baron, Dramov, Ferlito, Richards, and Mayor Potter NOES: None
ABSENT: None
ABSTAIN: None
City Attorney Pierik recommended Council renew the local emergency for another 30 days by Resolution if needed at the February 7
th Council Meeting.
ADJOURNMENT
Council adjourned at 12:45 p.m.
APPROVED: ATTEST:
___________________________ _____________________________ Dave Potter, Mayor Nova Romero, MMC, City Clerk
Attachment 3
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Nova Romero, City Clerk
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: December 2022 Monthly Reports
RECOMMENDATION:
Review and receive monthly reports.
BACKGROUND/SUMMARY:
This is a monthly series of reports:
1) City Administrator Contract Log (none for December 2022) 2) Community Planning and Building Department Reports
3) Police, Fire, and Ambulance Reports
4) Public Records Act Requests
5) Public Works Department Reports
FISCAL IMPACT:
N/A
PRIOR CITY COUNCIL ACTION:
Monthly review and approval
ATTACHMENTS:
Attachment 1) City Administrator Contracts
Attachment 2) Community Planning and Building Department Reports Attachment 3) Police, Fire, and Ambulance Reports
Attachment 4) Public Records Requests
Attachment 5) Public Works Department Reports
City Administrator Contract Log
FY 2022-23
December, 2022
No Contracts
Attachment 1
CITY OF CARMEL-BY-THE-SEA
Monthly Report
Community Planning and Building Department
DECEMBER 2022 – DEPARTMENT ACTIVITY REPORT
I. PLANNING PERMIT APPLICATIONS:
In December 2022, 23 planning permit applications were received.
II. BUILDING PERMIT APPLICATIONS:
In December 2022, 41 building permit applications were received.
III. CODE COMPLIANCE CASES:
In December 2022, 6 new code compliance cases were created.
IV. TRANSIENT RENTAL COMPLIANCE CASES:
In December 2022, 0 new transient rental compliance cases were created.
V. ENCROACHMENT PERMIT APPLICATIONS:
In December 2022, 14 encroachment permit applications were received.
VI. YEAR-TO-DATE TRENDS
Table 1 includes the following December 2022 totals: planning and building permit applications, code compliance and transient rental compliance cases, and encroachments. December 2022 totals are provided alongside December 2021 totals for comparison.
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Leah Young, Administrative Coordinator
SUBMITTED ON: February 7, 2023
APPROVED BY: Brandon Swanson, Director of Community Planning and Building Attachment 2
Compared to the same time period in the year 2021, Table 1 denotes the following percentage changes in the year 2022:
• Planning Permit Applications – increase of 5.91%
• Building Permit Applications – increase of 1.21%
• Code Compliance Cases – increase of 130.77%
• Transient Rental Compliance Cases – increase of 1400.00% • Encroachment Permit Applications – decrease of 8.78%
Table 1. Permit Application Totals PLANNING BUILDING CODE
COMPLIANCE
TRANSIENT
RENTAL
COMPLIANCE
ENCROACHMENTS
2021 YTD Totals 355 493 104 3 296
2022 YTD Totals 376 499 240 45 270
YTD % Difference +5.91% +1.21% +130.77% +1400.00% -8.78% Attachment 2
Page: 1 of 4
Planning Permit Report
12/01/2022 - 12/31/2022
Permit # Permit Type Project Description Address/Location Date Received
Date
Approved
Status
22401 Design Study Remodel interior of (E) 3464 s.f. house and 310 s.f. garage, replace all windows and exterior
doors, replace or re-finish exterior stucco on
house and garage, replace mechanical &
plumbing system, install (1) skylight. Note:
Existing ADU is not part of this application.
Scenic 6 SE of
Ocean Ave
12/30/2022 Pending Assignment
22400 VOID AND CLOSED Closed
22399 Use Permit Temporary use permit for New Years Eve party, 12/31/22. Conditions: Extended hours until
1:00am,
Restaurant is closed, empty and dark by
1:15am,
No live music past 10:00pm,
Stereo/speakers will not be audible outside of
the building past 10:00pm,
Max occupancy is 47 people.
SW Corner of San
Carlos & 6th
12/22/2022 12/22/2022 Approved
22398 Design Study Installation of new walkway and sitting area of permeable pavers, addition totals 180sf
NW Corner of Santa
Fe & 3rd
12/22/2022 Pending Assignment
22397 Design Study Proposed modifications to a 2 story, single family home currently under construction (BP 21-087 /
DS 20-323). The proposed changes to the
approved design requiring a design study are as
follows. 1. Addition of (5) downward pointing
exterior sconces, (3) below the deck on the west
facade and (2) on the east facade. 2. The
addition of a built in BBQ Grill and storage
counter on the east side next to patio. 3.
Switching the material on the underside of the
roof eves (soffits) from the originally approved
wood planks to a light, neutral colored stucco.
NEC Ocean & San
Antonio
12/22/2022 In Review
Page: 2 of 4
22396 Design Study Addition and remodel to (E) SFD, addition of (N) detached garage
NE corner of 12th
and San Antonio
12/22/2022 Pending Assignment
22395 Design Study Revision to approved building permit including increased in floor area, windows and door
changes in size and location, change to wood
siding color, change of roof material from metal
to composite slate shingles.
Casanova 9 NW of
Ocean
12/20/2022 Pending Assignment
22394 Design Study Removal of the existing wood shake roof and installation of a matte metal roof (Western
States Matte Dark Bronze) for the main
residence and garage.
Forest 2 SE of 8th 12/20/2022 12/24/2022 In Review
22393 Sign Installation of new blade sign in the front of the building
SE Corner of San
Carlos & Ocean
12/20/2022 Pending Assignment
22392 Banners Change in default banners when no other
organization is utilizing space.
Ocean from
Junipero to Monte
Verde
12/19/2022 12/19/2022 Approved
22391 Preliminary
Site
Assessment
Preliminary site assessment for 300 sf addition. Santa Fe 3 SW of 2nd
12/15/2022 In Review
22390 Design Study Replace in-kind damaged wood stairs at three locations around property. Replace damaged
wood stairs next to driveway with new concrete
stairs with stone wall finish, replace damaged
existing wood retaining wall with new CMU
retaining wall in front setback, and replace inkind damaged 4x4 wood posts for fence.
Monterey 2 NE of
1st
12/21/2022 Pending Assignment
Page: 3 of 4
22389 Authorized
Work
This approval allows for the south edge of a
shared asphalt driveway to be modified/repaired.
The limits of the repair shall be limited to the
area shown on the annotated plan, prepared by
Terry Latasa dated received by the Community
Planning & Building Department on August 14,
2015 and stamped approved by the City. The
area of work is generally from the front
property line to the east face of the first stoop
and between the south edge of the shared
driveway and an imaginary line between the NEC
corner of the garage and the front property line.
All work in the right-of-way is subject to
approval of the Public Works Dept.
Lobos 5 NW 2nd
Ave
12/12/2022 12/12/2022 Approved
22388 Design Study Planting Landscape Plan Vizcaino 12 SW of Mountain View
12/9/2022 In Review
22387 Notice of
Exempt Work
In-kind replacement of a 5-foot high solid wood
fence with 1-foot of framed lattice on top at the
front of the property. The nonconforming fence
is being reconstructed in accordance with CMC
Section 17.10.030.E.2 (Reconstruction of
Nonconforming Fences and Walls). Existing
fences and walls may be rebuilt if damaged or
deteriorated without conforming to current
height limits upon submittal of plans and
photographs documenting existing heights and
materials prior to demolition. The director may
approve the rebuilding as long as heights are not
increased. No change in the location, height, or
design of the fence is proposed.
Santa Fe 4 NE First 12/9/2022 12/9/2022 Approved
22386 Mills Act
Request
Application for a mills act contract. Home is a
1928 Spanish bungalow originally owned by the
police/fire chief - Robert Norton.
Monte Verde 5 NW
of 4th
12/8/2022 In Review
Page: 4 of 4
22385 Design Study Installation of generator enclosure, remove stone paving at driveway, install new generator
and gravel. Installation of perimeter planting and
fencing, remove and replace perimeter fences,
remove and replace existing streetscape planing
with native and climate adaptive species, replace
existing redwood trees with height-appropriate
species.
NE Corner of
Casanova & 12th
12/5/2022 In Review
22384 Preliminary
Site
Assessment
Preliminary site assessment for design/build
remodel and addition to (e) SFR
NE Corner of
Camino Real & 4th
12/2/2022 In Review
22383 Historic
Evaluation
Repair roof eave and reroofing, replace existing
siding, fencing, decking and trellis
Mission 4 SW of
10th Ave
12/2/2022 Closed
22382 Design Study Installation of a new rear garden landscape 2002 Monterey Street (2 SW of
2nd)
12/1/2022 In Review
22381 Sign Installation of new exterior hanging sign in Serena Court.
NW Corner of San
Carlos & 6th
12/1/2022 In Review
Total Records: 21 1/5/2023
Page: 1 of 6
Building Permit Report
12/01/2022 - 12/31/2022
Permit # Date
Submitted
Date
Approved
Project Description Valuation Permit Type Property Location 220499 THIS PROJECT REQUIRES FULL DEMOLITION OF
THE EXISTING HOME. A NEW SINGLE FAMILY
RESIDENCE WITH GARAGE WILL BE
CONSTRUCTED ON THE SITE. NEW DRIVEWAY,
WALKWAYS, DECK, OUTDOOR FIRE PIT, AND
OTHER SITE IMPROVEMENTS NOTED ON THE
PLANS. THE NEW STRUCTURE SHALL FULLY
COMPLY WITH THE REQUIREMENTS OF THE CA.
BUILDING STANDARDS AS ADOPTED BY THE
CITY OF CARMEL.
1,000,000 Building Carmelo 2 SW of 11th
220498 Installation if a 12'x28' storage shed 80,000 Building 5 Crespi Ave, Carmel-ByThe-Sea, CA 93923 220497 1/3/2023 2 New Tesla Powerwalls 10 kW (Add on to PV). 37,700 Electrical SW Corner of Casanova Street & 10th Avenue,
Carmel-By-The-Sea, CA
93923, USA
220496 1/3/2023 New roof mount PV 16 mods 5.76 kW, 2 New Tesla Powerwalls 10 kW, New 200A Gateway
67,245 Electrical NE Corner of 7th and
Carmelo
220495 1/3/2023 In existing bathroom, replace faulty shower valve, wall and floor tile, toilet, tub, vanity
fixtures; upgrade electrical to current code.
12,000 Building Casanova 5 NE of 13th
220494 12/22/2022 12/22/2022 Replace gutter on the south side of garage and repair approx 2 sf of asphalt shingles on garage
roof from tree damage. Contact: Joseph
Murphy (310) 508-7226
0 Exempt Work Camino Real 3 SE of Ocean
220493 12/22/2022 New Detached ADU 400,000 Building SE Corner of Dolores & 12th
Page: 2 of 6
220492 12/22/2022 Reinforce portion of sagging garage roof. 5,000 Building Perry Newberry 3 SW of 4th
220491 12/22/2022 Tenant improvement for a new Retail store in an existing leased space
772,850 Building Carmel Plaza
220490 VOID 0 Building
220489 12/21/2022 12/21/2022 Remodel of bathroom. No location changes to existing plumbing and electrical. Vanity cabinet,
counter top, sink, and faucet replacement.
Floor and showerhead to be replaced with
fixtures in existing locations. Toilet to be
replaced with 1.28 gal toilet in existing location.
Contact: Dennis Schuh (831) 595-1870
0 Exempt Work 2996 Franciscan Way
220488 12/21/2022 1/4/2023 Run a dedicated circuit from sub panel to outlet, 20 amps, installed led track fixtures.
1,000 Electrical SE Corner of Mission & 5th
220487 12/21/2022 Replace slide windows and french doors in kind.
0 Exempt Work Monte Verde 3 SE of 3rd
220486 12/21/2022 Rectifying code compliance case - installation of new hot tub on second story deck.
0 Building Carmelo 3 NE of 11th
220485 12/20/2022 Clear stop work citation - trench drain, deck repair, bathroom remodel, paint house body &
trim.
35,000 Building Guadalupe 2 NW of 6th
220484 12/20/2022 Clear stop work citation - deck rot repair, siding replacement, installation of garage slab, paint
house body & trim.
25,000 Building NW Corner of Guadalupe
& 6th
220483 12/20/2022 CREATE A NEW ADU @ AN EXISTING 1600
SQ/FT RESIDENCE WITH A 200 SQ/FT
ATTACHED GARAGE. CONVERTING 337.5 SQ/FT
AT THE LOWER LEVEL AND ADDING 231.5
SQ/FT UNDER AN EXISTING WATERPROOF
DECK (AT SAME LOWER LEVEL) TO CREATE A : 1
BR 1 ½ BATH 1262.5 SQ/FT RESIDENCE WITH A
200 SQ/FT ATTACHED GARAGE, AND A 2 BR 1
BATH 569 SQ/FT ADU.
125,000 Building Lincoln 2 SW of 8th
Page: 3 of 6
220482 12/19/2022 In-kind replacement of balcony due to rot.
Raise hand/guard rail to 42". Contact:
Cassandra August (831) 236-3182
2,000 Building Guadalupe 3 NW of 3rd
220481 12/16/2022 Replace 3 6x6 posts and 3 8x8 beams at the carport due to termite damage.
4,800 Building 2nd 2 SE of Dolores
220480 12/16/2022 Carmel stone veneered CMU block retaining Walls.
20,000 Building Forest 2 SE of 8th
220479 12/16/2022 BUILDING "A" 2ND FLOOR INTERIOR REMODEL TO EXISTING 942 s.f. ONE BEDROOM
APARTMENT AND A 479 s.f. STUDIO UNIT.
300,000 Building San Carlos 3 NE of 5th
220478 12/14/2022 Residential 1,000 Electrical SEC Mission and 5th 220477 12/16/2022 ADDITION OF NEW 323 S.F. TO AN EXISTING 2,064 S.F. SINGLE-STOREY RESIDENTIAL W/
ATTACHED GARAGE. REMODEL SHALL
COMPRISE OF ENLARGING (E) BEDROOM AND
ADDING A BATHROOM/CLOSET; SCOPE OF
WORK IS LESS THAN 50% OF (E) STRUCTURE &
ENTAILS 622 SF. NO INCREASE IN WATER
FIXTURE COUNT. NO TREE SHALL BE REMOVED
& NO CHANGES TO EXISTING LANDSCAPE.
COMPLIANT WITH 2019 CAL BLDG. CODE.
131,309 Building 3009 LASUEN DRIVE
220476 12/16/2022 12/21/2022 Drywall Removal Due to Roof Leak. Contact:
CPR (831) 208-0354
10,000 Demolition NW Corner of Mission &
7th
220475 12/16/2022 Remodel of kitchenette and bathroom in 1st floor guest room (includes installation of
fireplace insert & remodel of bathroom (and
adjacent closet) in 2nd floor guest room)
60,000 Building SE Corner of 4th Ave &
Dolores St.
220474 12/16/2022 Full remodel of an existing house. Addition of 60 sq/ft entry foyer and 175 sq/ft. bedroom.
New 160 sq/ft. deck. Includes a new kitchen 2
new baths and new HVAC, plumbing and
electrical
360,750 Building Lobos 2 NW of 2nd
220473 0
Page: 4 of 6
220472 0 Building
220471 12/8/2022 Interior remodel of (e) 1097sf first floor, 645sf second floor and 169sf basement. Re-structure
second floor bedroom floor. New sheetrock
and insulation throughout structure. New
furnace and water heater. New aluminum clad
windows to replace existing aluminum
windows throughout.
300,000 Building N Casanova 2 SW of 2nd
220470 12/7/2022 12/7/2022 Installation of 220V power for electric dryer, install power for overhead garage door outlet.
Contact: Lori Electric (831) 521-2841
800 Electrical Monte Verde 2 NW of 8th
220469 12/8/2022 EXISTING STRUCTURES INCLUDE: (1) ONESTORY 1,360 SQFT SHINGLE-STYLE HOME AND (1) 240 SQFT DETACHED GARAGE. PROPOSED
WORK INCLUDES: REMODEL OF (1) EXISTING
BATHROOM, ENTRY, & ADDITION OF NEW
BEDROOM AND ENTRYWAY AT INNER
COURTYARD (158 SQFT OF NEW CONDITIONED
SPACE TOTAL). (4) NEW WINDOWS, (1) NEW
SKYLIGHTS, (2) NEW EXTERIOR DOORS AND (4)
INTERIOR DOORS . ALL NEW EXTERIOR
BUILDING ELEMENTS AND MATERIALS TO
MATCH EXISTING. WORK TO INCLUDE
ELECTRICAL, PLUMBING, & MECHANICAL. NO
INCREASE IN OVERALL HEIGHT.
47,400 Building Santa Fe 3 NE of 2nd
220468 12/7/2022 12/21/2022 Surface remodel of kitchen counters, guest bathroom, switch location of tiolet and shower
in primary and guest bath, new tile, shower,
and sheetrock.
50,000 Building Scenic 6 SE of 8th
220467 12/6/2022 12/6/2022 Current gutters will be cleaned out and gutter screens will be installed; new gutters will be
installed where they are missing. Contact:
MELGOZA GUTTERS AND SHEET METAL INC
(831) 578-5176
1,200 Exempt Work Carpenter 2 SE 4th
Page: 5 of 6
220466 12/6/2022 12/6/2022 Residential. New 745sf accessory dwelling unit with one bedroom, one bathroom, and kitchen.
Existing house to receive minor non-structural
remodel to make two bedrooms into one for
egress requirements.
Rv01 - Submitted 8/23/22 - THE EAST/WEST
WALL ALONG THE SOUTH SIDE OF THE ADU
BEDROOM HAS BEEN SHIFTED SOUTH BY 1' -
10" TO UTILIZE SPACE CREATED BY THE
PROPOSED DEMOLITION AND NEW
CONSTRUCTION OF THE MAIN HOUSE ON SITE
PER PROPOSAL UNDER SEPARATE PERMIT.
APPROVED DESIGN STUDY DS 21-362. ONLY
BEDROOM AND BATHROOM FOOTPRINTS
HAVE BEEN IMPACTED. REVISED ADU SQUARE
FOOTAGE: 785 SF. OTHER MINOR
MODIFICATIONS HAVE BEEN MADE
INCLUDING UPDATES TO DOORS/WINDOWS,
INTERIOR LIGHTING, AND INTERIOR
APPLIANCE LAYOUTS. EXTERIOR SIDING HAS
BEEN UPDATED TO MATCH THE SIDING OF (N)
HOUSE UNDER SEPARATE PERMIT. DETAILS
HAVE BEEN UPDATED AS NEEDED.
STRUCTURAL DESIGN HAS BEEN UPDATED TO
ACCOUNT FOR THE ADU AND PROPOSED
HOUSE UNDER SEPARATE PERMIT TO SHARE
FOOTINGS. THE FINISHED FLOOR HEIGHT OF
THE ADU HAS BEEN REDUCED BY 1' TO 39' TO
COORDINATE WITH PROPOSED HOUSE UNDER
SEPARATE PERMIT. CIVIL SHEETS HAVE BEEN
UPDATED ACCORDINGLY.
Contact: Emily Yang Bauer (831)917-7353
290,000 Building San Carlos 2 SW of 1st
Page: 6 of 6
220465 12/5/2022 Replace (e) back yard fence with block fence to duplicate current height and space. Not visible
to any side streets. Contact: 6th Gen Masonry
(831) 359-3849
0 Exempt Work NE Corner of Carmelo &
13th
220464 12/6/2022 12/6/2022 Replace existing furnace. Contact: Christopher Dinner heating, Inc (831) 23-5274
9,200 Mechanical 6th 2 SW of Carpenter
220463 Residential 0 Building
220462 12/2/2022 Remodel entry, kitchen, powder room, owners suite including bathroom and closets, replace
exterior windows, doors, associated siding, trim
to match (e) material and color, replace roofing
with Certainteed Landmark TL in Country Grey.
Contact: Steven Brown (612) 554-3523
100,000 Building Scenic 3 SE of 12th
220461 12/1/2022 12/2/2022 Replace section of leaking shower drain.
Contact: A&R Plumbing (831) 394-7221
1,000 Plumbing San Carlos 4 SW of 7th
220460 12/1/2022 Remove (e) balcony deck from second story and install temporary safety rail. New railing
installation to be submitted under subsequent
permit.
CONDITIONS: REQUIREMENT FOR DESIGN
STUDY APPLICATION TO BE SUBMITTED
WITHIN 60 DAYS OF THIS PERMIT APPROVAL.
Contact: Nadir Agha (831) 594-7170
500 Demolition Mission 2 SW of Ocean
220459 12/1/2022 Interior tennant improvement. Make bathroom ada compliant, update electrical, update
plumbing install benches and cabinetrtry
40,000 Building Mission 3 NW of 6th
Total Records: 41 1/5/2023
Page: 1 of 1
Code Compliance Report
12/01/2022 - 12/31/2022
Case # Case Type: Status Location Problem Description Date Received Date Closed 22240 Building
Violation
Open NWC Forest & 7th x2 Bathroom remodels requiring permit 12/14/2022 22239 Building
Violation
Open NWC Forest & 7th x2 Bathroom remodels without permit 12/14/2022 22238 Building
Violation
Open NWC Forest & 7th x2 Bathroom Remodeling without permit 12/14/2022 22237 Right of way
Violation
Open Dolores 2 NW of Santa Lucia Fence construction in right-of-way 12/8/2022 22236 Planning
Violation
Open Monterey 2 NE Valley Way Landscaping/Retaining Wall w/o permit 12/2/2022 22235 Gas Leaf
Blower
Violation
Closed San Carlos 5 SW 2nd Gas Leaf Blower 12/6/2022
Total Records: 6 1/5/2023
Page: 1 of 2
Transient Rental Report
01/01/2022 - 12/31/2022
Case # Street Status Date Received Last Status Date Date Closed 22234 Mountain View 1st NOV sent 11/23/2022 11/23/2022
22230 Carmelo 2nd NOV sent 11/14/2022 12/20/2022
22220 Junipero 1st NOV sent 10/21/2022 11/1/2022
22219 Carpenter 1st NOV sent 10/21/2022 11/1/2022
22218 Perry Newberry 1st NOV sent 10/21/2022 12/1/2022 12/1/2022 22217 5th Ave 1st NOV sent 10/21/2022 11/1/2022
22216 Junipero 1st NOV sent 10/21/2022 10/22/2022 10/22/2022 22213 Junipero Closed 10/20/2022 11/25/2022 11/25/2022
22211 Mission 1st NOV sent 10/20/2022 12/1/2022 12/1/2022 22206 Alta STR verified 10/17/2022 11/1/2022 11/1/2022
22198 Carmelo Closed 10/14/2022 10/14/2022 12/2/2022
22195 Valley Way Closed 10/9/2022 10/11/2022 10/11/2022 22194 Casanova Closed 10/11/2022 10/11/2022 10/11/2022
22193 Santa Fe Closed 10/9/2022 10/10/2022 10/11/2022
22184 Santa Fe Closed 9/25/2022 9/25/2022 9/26/2022
22183 San Antonio Closed 9/25/2022 11/4/2022 10/28/2022 22177 Santa Fe 1st NOV sent 9/10/2022 9/11/2022
22176 Lobos Closed 9/10/2022 9/10/2022 11/22/2022
22175 Junipero Closed 9/10/2022 9/30/2022 9/30/2022
22167 Mountain View Closed 8/30/2022 8/30/2022 10/26/2022 22164 San Carlos Closed 8/25/2022 9/29/2022 10/27/2022
22163 Monte Verde Closed 8/17/2022 9/6/2022 9/6/2022
22151 Forest Closed 7/21/2022 8/30/2022 8/30/2022
Page: 2 of 2
22146 Carmelo Closed 7/20/2022 9/14/2022 9/14/2022
22138 Casanova Closed 7/5/2022 7/5/2022 9/2/2022
22134 Junipero Closed 6/28/2022 8/3/2022 8/3/2022
22133 Junipero Closed 6/27/2022 7/1/2022 8/3/2022
22132 Valley Way Closed 6/24/2022 7/5/2022 7/5/2022
22103 Dolores Closed 5/24/2022 5/26/2022 5/26/2022
22098 Santa Rita Closed 5/25/2022 7/20/2022 7/20/2022
22097 Carmelo Closed 5/22/2022 6/21/2022 6/21/2022
22096 Mission Closed 5/22/2022 7/5/2022 7/5/2022
22091 Junipero Closed 5/15/2022 6/21/2022 6/21/2022
22090 Dolores Closed 5/15/2022 7/6/2022 7/6/2022
22070 Junipero Closed 4/12/2022 6/24/2022 6/24/2022
22068 N Carmelo Closed 4/6/2022 5/3/2022 5/3/2022
22067 N San Antonio Closed 4/5/2022 5/10/2022 5/10/2022 22063 Carmelo Closed 3/22/2022 5/15/2022 5/15/2022
22062 Casanova Closed 3/17/2022 3/17/2022 4/20/2022
22042 San Carlos Closed 2/22/2022 4/5/2022 4/5/2022
22039 Ocean Closed 2/15/2022 4/4/2022 4/4/2022
22033 Dolores Closed 2/10/2022 2/10/2022 2/10/2022
22024 Dolores Closed 2/3/2022 2/10/2022 2/11/2022
22013 Junipero Closed 2/1/2022 4/11/2022 4/11/2022
22007 Lopez Closed 1/11/2022 3/15/2022 3/15/2022
Total Records: 45 1/4/2023
Page: 1 of 2
Encroachment Permit Report
12/01/2022 - 12/31/2022
Permit # Permit Type Date Submitted Project Description Property Location Date Issued Status 220272 Temp Ench 12/21/2022 Replace sewer lateral using pipe bursting. Contact:
Rooter King (831) 394-5315
Vizcaino 10 SW of
Mountain View
1/3/2023 Approved
220271 Perm Ench 12/20/2022 Extend drainage overflow to edge of pavement at Lincoln, SE corner oflot.
SE Corner of Lincoln &
3rd
In Review
220270 Temp Ench 12/20/2022 Applicant to trench, backfill, and install electric substructures. PG&E to install underground
electric services. PG&E to install padmount
transformer. PG&E to remove (e) pole and set
new joint owned pole. PG&E to install new riser
and fused cutouts.
Carmelo 2 SE of 8th In Review
220269 Temp Ench 12/19/2022 Comcast is proposing to access (1)(e) doghouse to missile (n) conduits under the (e) brick sidewak
10lf to convey FO service to NE Corner of San
Carlos & 5th.
NE Corner of San
Carlos & 5th
In Review
220268 Temp Ench 12/15/2022 Abandon (e) sewer lateral & installing 5 water services. Contact: Coastal Paving & Excavating
(831) 262-1425
NE Corner of San
Antonio & 13th
12/16/2022 Issued
220267 Temp Ench 12/15/2022 Replace sewer lateral using pipe bursting. Contact:
Rooter King (831) 394-5315
San Antonio 2 NE of
11th
12/15/2022 Issued
220266 Temp Ench 12/15/2022 Cut curb approx 4', flatten and resurface area.
CONDITION: CURB TO BE COLORED WITH
SEQUOIA SAND TO MATCH EXISTING.
Contact: Isac Vasquez (831) 869-8960
Ocean 3 NE of
Guadalupe
12/15/2022 Issued
220265 Temp Ench 12/15/2022 Replace sewer lateral using pipe bursting. Contact:
Rooter King (831) 394-5315
Mission 4 SW of 12th 12/15/2022 Issued
Page: 2 of 2
220264 Temp Ench 12/15/2022 PG&E to trench and back fill 5'x5' bellhole, abandon existing gas service. Contact: PG&E (408)
478-1894
Camino Del Monte 4
NW of San Carlos
12/15/2022 Issued
220263 Temp Ench 12/15/2022 Replace sewer lateral using pipe bursting. Contact:
Rooter King (831) 394-5315
Junipero 4 NW of 3rd 12/15/2022 In Review
220262 Temp Ench 12/15/2022 Replace sewer lateral using pipe bursting. Contact:
Rooter King (831) 394-5315
3rd 2 NW of Santa Fe 12/15/2022 In Review
220261 Temp Ench 12/6/2022 7'x7' asphalt patch for CalAm job #1120. Contact:
Coastal Paving & Excavating (831) 262-1425
Camino Real 3 SE of
11th
12/6/2022 Issued
220260 Temp Ench 12/5/2022 Temporary closure of sidewalk to install new gutters at the side of 2 story building. The
sidewalk will be reopened at the end of the
working day, approx 4:30. Contact: Scudder
Roofing (831) 901-3306
Mission between
Ocean & 7th
12/5/2022 Issued
220259 Driveway 12/2/2022 Replace concrete driveway with new pavers, leaving drain in place. Will use sand-set pavers to
existing garage threshold with functioning drain
insert with new P/L curb on northside.
NW Corner of Camino
Real & 7th
In Review
Total Records: 14 1/5/2023
CITY OF CARMEL-BY-THE-SEA
Monthly Report
December 2022
Public Safety
TO:
Honorable Mayor, Council Members, and City Administrator Chip Rerig SUBMITTED BY: Acting Chief Jeff Watkins
SUBMITTED ON:
February 1, 2023
APPROVED BY: Chip Rerig, City Administrator
AMBULANCE REPORT
Summary of Carmel Fire Ambulance May Calls for Service
AMBULANCE PERFORMANCE MEASURE
The performance goal for Code-3 (life threatening emergency-lights & siren) ambulance calls with a response time of 5 minutes or less from dispatch to arrival is 95%. For the month of December 2022 the ambulance was not able to meet the performance measure. The response time was 94% with (3) code-3 call over 5 minutes.
60 total calls for service in CBTS
50 Code 3 EMS calls for service – Average response time: 2:15 min, (3) EMS calls over 5:00 min 12/02/2022 – Code 3 response 08:03 min – Vizcaino/Mt. View – Out of the area/Distance 12/07/2022 – Code 3 response 05:20 min – Lincoln/9th - Not pushing on scene button on arrival 12/31/2022 – Code 3 response 05:33 min – Junipero/10th – Extended due to weather
MONTEREY FIRE REPORT
Summary of Monterey Fire May Calls for Service
FIRE PERFORMANCE MEASURE
The performance goal for Code-3 (life threatening emergency-lights & siren) fire calls with a response time of 5 minutes or less from dispatch to arrival is 95%. For the month of December 2022 the fire department was able to meet the performance measure. The response time was 95% with (4) code-3 calls over 5 minutes.
Attachment 3
99 total calls for service in CBTS Average response time: 3:45 min. 76 total Code-3 Fire calls for service with (4) Fire call over 5:00 min 12/02/2022 – Code 3 response 07:29 min – Vizcaino/Mt View – Delayed due to weather 12/12/2022 – Code 3 response 05:14 min – Lincoln/5th – Mechanical issue 12/28/2022 – Code 3 response 06:08 min – Junipero/7th – Responding from Highway 1 12/31/2022 – Code 3 response 06:08 min – Junipero/10th – Delayed due to weather
BEACH FIRES
(0) Illegal beach fires were recorded during the month of December Attachment 3
Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
300-321 Series (EMS)
Medical assist, assist EMS crew 12/6/2022 6:48 PM 221206-MNT08573 0:02:29 7TH AVE DOLORES ST 3 Medical assist, assist EMS crew 12/18/2022 7:41 PM 221218-MNT08969 0:04:05 26210 DOLORES ST 3 Medical assist, assist EMS crew 12/7/2022 6:18 AM 221207-MNT08583 0:04:25 9TH AVE LINCOLN ST 3 Medical assist, assist EMS crew 12/18/2022 10:37 AM 221218-MNT08953 0:04:29 CARMEL WAY 2ND AVE 3 Medical assist, assist EMS crew 12/7/2022 10:05 AM 221207-MNT08586 0:04:31 25995 RIDGEWOOD RD 3 Medical assist, assist EMS crew 12/8/2022 12:58 AM 221208-MNT08600 0:04:35 DOLORES ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 12/22/2022 11:53 AM 221222-MNT09085 0:00:00 5 CROSSROADS MALL 3 EMS call, excluding vehicle accident with injury 12/22/2022 12:25 PM 221222-MNT09089 0:00:34 7TH AVE LINCOLN ST 3 EMS call, excluding vehicle accident with injury 12/23/2022 11:07 AM 221223-MNT09121 0:01:01 SAN CARLOS ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/4/2022 1:06 PM 221204-MNT08507 0:01:29 6TH AVE DOLORES ST 3 EMS call, excluding vehicle accident with injury 12/21/2022 8:43 AM 221221-MNT09049 0:01:45 SANTA RITA ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/12/2022 1:11 PM 221212-MNT08778 0:01:56 SAN CARLOS ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 12/6/2022 1:43 PM 221206-MNT08566 0:02:01 CARMELO ST 9TH AVE 3 EMS call, excluding vehicle accident with injury 12/5/2022 1:39 PM 221205-MNT08535 0:02:17 LINCOLN ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/5/2022 6:22 PM 221205-MNT08548 0:02:20 DEL MAR AVE OCEAN AVE 3 EMS call, excluding vehicle accident with injury 12/9/2022 7:28 PM 221209-MNT08657 0:02:29 DOLORES ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/30/2022 8:05 PM 221230-MNT09327 0:02:38 MISSION ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 12/26/2022 8:57 PM 221226-MNT09218 0:02:42 SAN CARLOS ST 11TH AVE 3 EMS call, excluding vehicle accident with injury 12/14/2022 4:31 PM 221214-MNT08855 0:02:43 SAN CARLOS ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/12/2022 9:14 PM 221212-MNT08795 0:02:45 TORRES ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/2/2022 9:18 AM 221202-MNT08454 0:02:53 OCEAN AVE SANTA RITA ST 3 EMS call, excluding vehicle accident with injury 12/17/2022 6:32 PM 221217-MNT08940 0:03:19 4TH AVE GUADALUPE ST 3 EMS call, excluding vehicle accident with injury 12/29/2022 1:19 AM 221229-MNT09281 0:03:35 MISSION ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/2/2022 5:33 PM 221202-MNT08462 0:03:40 SANTA FE ST 6TH AVE 3 EMS call, excluding vehicle accident with injury 12/3/2022 9:58 PM 221203-MNT08492 0:03:56 TORRES ST 1ST AVE 3 EMS call, excluding vehicle accident with injury 12/20/2022 2:59 PM 221220-MNT09032 0:03:56 LINCOLN ST 13TH AVE 3 EMS call, excluding vehicle accident with injury 12/15/2022 4:59 AM 221215-MNT08871 0:03:59 DOLORES ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/22/2022 4:43 AM 221222-MNT09075 0:04:02 SANTA RITA ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/8/2022 11:35 AM 221208-MNT08609 0:04:07 MISSION ST OCEAN AVE 3 EMS call, excluding vehicle accident with injury 12/27/2022 12:08 PM 221227-MNT09232 0:04:09 SAN CARLOS ST 13TH AVE 3 EMS call, excluding vehicle accident with injury 12/18/2022 11:13 AM 221218-MNT08954 0:04:56 8TH AVE S MOUNTAIN VIEW AVE 3
RESPONSE SUMMARY REPORT BY INCIDENT TYPE
27060 CARMEL-BY-THE-SEA
Alarm Date From: 12/01/2022 To: 12/31/2022
22 12 Carmel Fire Activity Report.xlsx 1
Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
300-321 Series (EMS) cont.
EMS call, excluding vehicle accident with injury 12/12/2022 4:28 AM 221212-MNT08767 0:05:14 LINCOLN ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/2/2022 11:40 PM 221202-MNT08470 0:07:29 VIZCAINO S MOUNTAIN VIEW AVE 3 33 0:03:14
322-399 Series (Rescues)
Motor vehicle accident with injuries 12/23/2022 12:58 PM 221223-MNT09128 0:02:21 4TH AVE MONTE VERDE ST 3 Motor vehicle/pedestrian accident (MV Ped) 12/9/2022 6:10 PM 221209-MNT08655 0:01:39 JUNIPERO AVE 6TH AVE 3 Motor vehicle accident with no injuries. 12/31/2022 1:37 PM 221231-MNT09357 0:00:19 SCENIC RD 10TH AVE 3 Motor vehicle accident with no injuries. 12/1/2022 4:58 PM 221201-MNT08440 0:04:12 RIO RD LASUEN DR 3 4 0:02:08
400 Series (Hazardous Material)
Hazardous condition, other 12/10/2022 10:10 AM 221210-MNT08679 0:04:50 VALLEY WAY LOBOS ST 3 Gas leak (natural gas or LPG) 12/19/2022 6:06 PM 221219-MNT09002 0:04:40 SANTA FE ST 3RD AVE 3 Gas leak (natural gas or LPG) 12/17/2022 6:47 PM 221217-MNT08941 0:05:00 SCENIC RD OCEAN AVE 3 Carbon monoxide incident 12/5/2022 10:13 AM 221205-MNT08528 0:03:49 MONTE VERDE ST 3RD AVE 3 Electrical wiring/equipment problem, other 12/31/2022 2:31 PM 221231-MNT09361 0:06:08 JUNIPERO AVE 10TH AVE 3 Power line down 12/10/2022 11:52 AM 221210-MNT08687 0:00:03 TORRES ST 3RD AVE 2 Power line down 12/6/2022 10:40 AM 221206-MNT08561 0:03:51 SANTA FE ST OCEAN AVE 3 Power line down 12/13/2022 6:27 PM 221213-MNT08820 0:03:59 CAMINO REAL ST 8TH AVE 2 Power line down 12/10/2022 7:18 AM 221210-MNT08666 0:05:00 SANTA FE ST 4TH AVE 3 Power line down 12/27/2022 8:25 PM 221227-MNT09247 0:04:51 FOREST RD 7TH AVE 3 Arcing, shorted electrical equipment 12/10/2022 7:38 AM 221210-MNT08669 0:03:34 8TH AVE SANTA FE ST 3 Accident, potential accident, other 12/10/2022 6:53 PM 221210-MNT08719 0:04:35 MISSION ST 1ST AVE 3 12 0:04:12
500 & 600 Series (Service Calls)
Lock-out 12/15/2022 3:55 PM 221215-MNT08884 0:01:26 LINCOLN ST OCEAN AVE 2 Water or steam leak 12/17/2022 4:48 PM 221217-MNT08936 0:00:25 SAN CARLOS ST 6TH AVE 3 Water or steam leak 12/23/2022 8:07 AM 221223-MNT09114 0:02:37 5TH AVE TORRES ST 3 Smoke or odor removal 12/23/2022 7:02 PM 221223-MNT09137 0:05:53 26336 SCENIC RD 2 Assist police or other governmental agency 12/24/2022 4:35 PM 221224-MNT09163 0:03:00 OCEAN AVE JUNIPERO AVE 2 Police matter 12/29/2022 12:47 AM 221229-MNT09280 0:02:36 SAN CARLOS ST 6TH AVE 3 Public service 12/30/2022 3:47 PM 221230-MNT09321 0:03:18 SAN CARLOS ST 1ST AVE 3 Public service 12/11/2022 3:58 PM 221211-MNT08745 0:03:35 SAN CARLOS ST 10TH AVE 2 Public service 12/12/2022 1:47 PM 221212-MNT08780 0:03:46 SANTA FE ST S MOUNTAIN VIEW AVE 2 Public service 12/31/2022 4:55 PM 221231-MNT09377 0:04:00 VIZCAINO S MOUNTAIN VIEW AVE 3 Public service 12/31/2022 11:35 AM 221231-MNT09345 0:04:07 SAN CARLOS ST 7TH AVE 2 Public service 12/31/2022 12:37 PM 221231-MNT09349 0:04:23 JUNIPERO AVE 2ND AVE 2 Public service 12/24/2022 8:50 AM 221224-MNT09151 0:04:39 MISSION ST 10TH AVE 2 Public service 12/31/2022 12:34 AM 221231-MNT09331 0:04:46 LINCOLN ST 7TH AVE 3 Public service 12/26/2022 1:26 PM 221226-MNT09209 0:04:51 2ND AVE CARPENTER ST 3 Assist invalid 12/12/2022 5:21 PM 221212-MNT08789 0:02:06 LINCOLN ST 5TH AVE 3 Assist invalid 12/27/2022 7:43 PM 221227-MNT09244 0:02:30 GUADALUPE ST 6TH AVE 3 Assist invalid 12/12/2022 9:29 AM 221212-MNT08772 0:03:02 LINCOLN ST 5TH AVE 2 22 12 Carmel Fire Activity Report.xlsx 2
Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
500 & 600 Series (Service Calls) cont.
Assist invalid 12/14/2022 7:53 AM 221214-MNT08837 0:03:40 LINCOLN ST 5TH AVE 2 Assist invalid 12/14/2022 9:30 PM 221214-MNT08865 0:03:49 1ST AVE JUNIPERO AVE 2 Assist invalid 12/23/2022 9:26 AM 221223-MNT09116 0:04:01 LINCOLN ST 5TH AVE 2 Assist invalid 12/8/2022 11:22 PM 221208-MNT08624 0:04:12 1ST AVE JUNIPERO AVE 2 No incident found on arrival at dispatch address 12/25/2022 5:12 PM 221225-MNT09185 0:00:27 SCENIC RD 12TH AVE 2 No incident found on arrival at dispatch address 12/8/2022 12:29 PM 221208-MNT08610 0:00:43 SAN CARLOS ST 8TH AVE 3 No incident found on arrival at dispatch address 12/14/2022 5:39 PM 221214-MNT08859 0:02:16 7TH AVE DOLORES ST 3 No incident found on arrival at dispatch address 12/1/2022 7:51 PM 221201-MNT08442 0:02:44 MISSION ST 4TH AVE 3 No incident found on arrival at dispatch address 12/28/2022 5:03 PM 221228-MNT09270 0:02:53 8TH AVE DOLORES ST 3 No incident found on arrival at dispatch address 12/28/2022 7:05 PM 221228-MNT09275 0:03:08 6TH AVE GUADALUPE ST 3 No incident found on arrival at dispatch address 12/23/2022 10:52 AM 221223-MNT09119 0:03:39 LINCOLN ST SANTA LUCIA AVE 3 No incident found on arrival at dispatch address 12/2/2022 7:31 AM 221202-MNT08449 0:03:49 SANTA RITA ST 6TH AVE 3 No incident found on arrival at dispatch address 12/27/2022 2:33 PM 221227-MNT09238 0:05:24 MONTE VERDE ST 13TH AVE 2 No incident found on arrival at dispatch address 12/22/2022 12:10 PM 221222-MNT09086 0:09:18 CARMELO ST OCEAN AVE 2 EMS call, party transported by non-fire agency 12/3/2022 7:07 PM 221203-MNT08490 0:02:33 SANTA FE ST 5TH AVE 3 EMS call, party transported by non-fire agency 12/1/2022 11:49 AM 221201-MNT08426 0:02:52 CASANOVA ST 8TH AVE 3 34 0:03:26
700 Series (False Alarms)
Smoke detector activation due to malfunction 12/7/2022 2:59 AM 221207-MNT08580 0:04:29 SAN ANTONIO AVE 7TH AVE 3 Smoke detector activation due to malfunction 12/10/2022 5:08 PM 221210-MNT08712 0:04:34 8TH AVE S MOUNTAIN VIEW AVE 2 Alarm system sounded due to malfunction 12/31/2022 9:20 AM 221231-MNT09343 0:02:13 SAN CARLOS ST 8TH AVE 2 Alarm system sounded due to malfunction 12/27/2022 7:49 AM 221227-MNT09224 0:02:41 OCEAN AVE MONTE VERDE ST 2 Alarm system sounded due to malfunction 12/10/2022 4:42 PM 221210-MNT08709 0:03:04 SAN CARLOS ST 7TH AVE 3 Alarm system sounded due to malfunction 12/10/2022 9:39 AM 221210-MNT08673 0:03:16 DOLORES ST 7TH AVE 3 Alarm system sounded due to malfunction 12/31/2022 7:17 AM 221231-MNT09336 0:04:05 DOLORES ST 7TH AVE 3 Unintentional transmission of alarm, other 12/10/2022 5:19 PM 221210-MNT08713 0:02:15 SAN CARLOS ST 12TH AVE 3 Smoke detector activation, no fire - unintentional 12/11/2022 6:27 PM 221211-MNT08750 0:02:05 10TH AVE CASANOVA ST 3 Smoke detector activation, no fire - unintentional 12/10/2022 1:49 PM 221210-MNT08693 0:03:19 SCENIC RD OCEAN AVE 3 Detector activation, no fire - unintentional 12/4/2022 1:50 PM 221204-MNT08506 0:02:25 CARMELO ST OCEAN AVE 3 Detector activation, no fire - unintentional 12/28/2022 2:49 PM 221228-MNT09266 0:03:50 CRESPI AVE FLANDERS WAY 3 Alarm system activation, no fire - unintentional 12/26/2022 2:52 PM 221226-MNT09211 0:02:54 CAMINO REAL ST 11TH AVE 2 Alarm system activation, no fire - unintentional 12/28/2022 10:29 AM 221228-MNT09259 0:06:08 JUNIPERO AVE 7TH AVE 3 Carbon monoxide detector activation, no CO 12/30/2022 11:59 AM 221230-MNT09314 0:03:09 CASANOVA ST OCEAN AVE 3 15 0:03:22
800 Series (Severe Weather)
Severe weather or natural disaster standby 12/10/2022 12:33 PM 221210-MNT08691 0:06:09 CARPENTER ST 2ND AVE 2 1 0:06:09
Code 2 Calls 23
Code 3 Calls 76
221212-MNT08767 Mechanical issue 99
221202-MNT08470 Delayed due to weather 95%
221231-MNT09361 Delayed due to weather
Over 5 Minute Response Times Cause of Delay: Code 3 Responses Total # of Incidents
% Under 5 Minute Response Time
221228-MNT09259 E15 responded from Highway 1
22 12 Carmel Fire Activity Report.xlsx 3
Type of Call Number Average Response Time
Fire 0 0:00
EMS 33 3:14
Rescue 4 2:08
Hazardous Condition 12 4:12
Service Calls 34 3:26
Severe Weather 1 6:09
False Call 15 3:22
Total Responses 99 3:45
Total Code 3 Calls: 76
Response Times for Code 3
Calls ≤ 5 minutes: 95%
CARMEL-BY-THE-SEA
DECEMBER 2022
Response Summary Report by Incident Type
Fire
0%
EMS
33%
Rescue
4%
Hazardous Condition
12%
Service Calls
35%
Severe
Weather
1%
False Call
15%
Fire
EMS
Rescue
Hazardous Condition
Service Calls
Severe Weather
False Call
S:\600-Public-Safety\601-Fire-Safety-Admin\601-05-Fire-Services-OtherAgencies\Carmel\Carmel Monthly Response Report\22 12 Carmel Fire Response Summary.xlsx 1/6/2023 Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
300-321 Series (EMS)
EMS call, excluding vehicle accident with injury 12/1/2022 221201-CFA01644 00:03:20 CASANOVA ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 12/1/2022 221201-CFA01647 00:03:03 MISSION ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/2/2022 221202-CFA01649 00:04:47 SANTA FE ST 6TH AVE 3 EMS call, excluding vehicle accident with injury 12/2/2022 221202-CFA01651 0:08:03 VIZCAINO S MOUNTAIN VIEW AVE 3 EMS call, excluding vehicle accident with injury 12/3/2022 221203-CFA01654 00:02:11 SANTA FE ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/3/2022 221203-CFA01655 00:03:55 TORRES ST 1ST AVE 3 EMS call, excluding vehicle accident with injury 12/4/2022 221204-CFA01656 00:02:01 6TH AVE DOLORES ST 3 EMS call, excluding vehicle accident with injury 12/5/2022 221205-CFA01663 00:01:40 LINCOLN ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/5/2022 221205-CFA01665 00:02:39 DEL MAR AVE OCEAN AVE 3 EMS call, excluding vehicle accident with injury 12/5/2022 221205-CFA01665 00:02:14 DEL MAR AVE OCEAN AVE 3 EMS call, excluding vehicle accident with injury 12/6/2022 221206-CFA01669 00:01:57 7TH AVE DOLORES ST 3 EMS call, excluding vehicle accident with injury 12/7/2022 221207-CFA01671 00:05:20 9TH AVE LINCOLN ST 3 EMS call, excluding vehicle accident with injury 12/7/2022 221207-CFA01673 00:03:37 25995 RIDGEWOOD RD 3 EMS call, excluding vehicle accident with injury 12/8/2022 221208-CFA01677 00:04:12 DOLORES ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 12/8/2022 221208-CFA01679 00:02:51 MISSION ST OCEAN AVE 3 EMS call, excluding vehicle accident with injury 12/8/2022 221208-CFA01684 00:04:00 JUNIPERO AVE 1ST 2 EMS call, excluding vehicle accident with injury 12/10/2022 221210-CFA01694 00:02:14 OCEAN AVE TORRES ST 3 EMS call, excluding vehicle accident with injury 12/10/2022 221210-CFA01696 00:03:33 SAN CARLOS ST 12TH AVE 3 EMS call, excluding vehicle accident with injury 12/12/2022 221212-CFA01702 00:03:51 LINCOLN ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/12/2022 221212-CFA01706 00:01:44 SAN CARLOS ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 12/12/2022 221212-CFA01708 00:02:49 TORRES ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/14/2022 221214-CFA01713 00:02:16 SAN CARLOS ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/15/2022 221215-CFA01715 00:04:35 DOLORES ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 12/17/2022 221217-CFA01726 00:03:44 4TH AVE GUADALUPE ST 3 EMS call, excluding vehicle accident with injury 12/18/2022 221218-CFA01729 00:03:33 CARMEL WAY 2ND AVE 3 EMS call, excluding vehicle accident with injury 12/18/2022 221218-CFA01731 00:03:13 26210 DOLORES ST 3 EMS call, excluding vehicle accident with injury 12/19/2022 221219-CFA01735 00:02:04 610 DEL MONTE AVE 3 EMS call, excluding vehicle accident with injury 12/20/2022 221220-CFA01740 00:03:51 LINCOLN ST 13TH AVE 3 EMS call, excluding vehicle accident with injury 12/21/2022 221221-CFA01741 00:04:05 SANTA RITA ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/22/2022 221222-CFA01743 00:04:20 SANTA RITA ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 12/26/2022 221226-CFA01753 00:02:59 SAN CARLOS ST 11TH AVE 3
RESPONSE SUMMARY REPORT BY INCIDENT TYPE
CARMEL-BY-THE-SEA FIRE AMBULANCE
Alarm Date From: 12/01/2022 To: 12/31/2022
22 12 CFA Activity Report.xlsx 1
Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
300-321 Series (EMS) cont.
EMS call, excluding vehicle accident with injury 12/27/2022 221227-CFA01758 00:02:30 GUADALUPE ST 6TH AVE 3 EMS call, excluding vehicle accident with injury 12/28/2022 221228-CFA01762 00:03:32 SAN CARLOS ST 4TH AVE 2 EMS call, excluding vehicle accident with injury 12/29/2022 221229-CFA01771 00:02:36 MISSION ST 4TH AVE 3 34 0:03:20
322-399 Series (Rescues)
Motor vehicle accident with injuries 12/9/2022 221209-CFA01689 00:01:27 JUNIPERO AVE 6TH AVE 3 Motor vehicle accident with injuries 12/30/2022 221230-CFA01778 00:02:11 MISSION ST 7TH AVE 3 Motor vehicle accident with no injuries 12/1/2022 221201-CFA01646 00:03:11 RIO RD LASUEN DR 3 3 0:02:16
400 Series (Hazardous Material)
Hazardous condition, other 12/2/2022 221202-CFA01648 00:03:57 SANTA RITA ST 6TH AVE 3 Hazardous condition, other 12/6/2022 221206-CFA01666 00:03:30 SANTA FE ST OCEAN AVE 2 Hazardous condition, other 12/10/2022 221210-CFA01690 00:04:33 SANTA FE ST 4TH AVE 3 Hazardous condition, other 12/10/2022 221210-CFA01691 00:03:34 8TH AVE SANTA FE ST 3 Hazardous condition, other 12/24/2022 221224-CFA01748 00:03:30 OCEAN AVE JUNIPERO AVE 2 Hazardous condition, other 12/27/2022 221227-CFA01759 00:02:59 FOREST AVE 7TH AVE 2 Hazardous condition, other 12/28/2022 221228-CFA01765 00:03:04 8TH AVE DOLORES ST 3 Hazardous condition, other 12/30/2022 221230-CFA01776 00:03:26 CASANOVA AVE OCEAN AVE 3 Hazardous condition, other 12/31/2022 221231-CFA01783 00:03:41 JUNIPERO AVE 2ND AVE 2 Hazardous condition, other 12/31/2022 221231-CFA01784 00:05:33 JUNIPERO AVE 10TH AVE 3 Hazardous condition, other 12/31/2022 221231-CFA01785 00:04:59 VIZCAINO S MOUNTAIN VIEW AVE 3 11 0:03:53
500 & 600 Series (Service Calls)
Service Call, other 12/31/2022 221231-CFA01782 00:03:38 SAN CARLOS ST 7TH AVE 2 Water or steam leak 12/17/2022 221217-CFA01725 00:00:25 SAN CARLOS ST 6TH AVE 2 Water or steam leak 12/28/2022 221228-CFA01768 00:02:35 6TH AVE GUADALUPE ST 3 Public service assistance, other 12/30/2022 221230-CFA01777 00:02:37 OCEAN AVE FOREST RD 2 Police matter 12/29/2022 221229-CFA01770 00:02:50 SAN CARLOS ST 6TH AVE 3 Assist invalid 12/12/2022 221212-CFA01705 00:03:31 LINCOLN ST 5TH AVE 2 Assist invalid 12/12/2022 221212-CFA01707 00:01:44 LINCOLN ST 5TH AVE 3 7 0:02:29
700 Series (False Alarms)
False alarm or false call, other 12/7/2022 221207-CFA01670 00:04:49 SAN ANTONIO AVE 7TH AVE 3 False alarm or false call, other 12/28/2022 221228-CFA01764 00:03:41 CRESPI AVE FLANDERS WAY 3 Alarm system activation, no fire - unintentional 12/10/2022 221210-CFA01693 00:03:51 SCENIC RD OCEAN AVE 3 Alarm system activation, no fire - unintentional 12/11/2022 221211-CFA01700 00:03:16 10TH AVE CASANOVA ST 3 Carbon monoxide detector activation, no CO 12/5/2022 221205-CFA01660 00:03:20 MONTE VERDE ST 3RD AVE 3 5 0:03:47
22 12 CFA Activity Report.xlsx 2
Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
Code 2 Calls 10
Code 3 Calls 50
60 94%
Over 5 Minute Response Times Cause of Delay: Code 3 Responses Total # of Incidents
% Under 5 Minute Response Time
221202-CFA01651 Distance
221207-CFA01671 Not pushing the on scene button on arrival 221231-CFA01784 Weather
22 12 CFA Activity Report.xlsx 3
Type of Call Number Average Response Time
Fire 0 0:00
EMS 34 3:20
Rescue 3 2:16
Hazardous Condition 11 3:53
Service Calls 7 2:29
Severe Weather 0 0:00
False Call 5 3:47
Total Responses 60 2:15
Total Code 3 Calls: 50
Response Times for Code 3
Calls ≤ 5 minutes: 94%
CARMEL-BY-THE-SEA FIRE AMBULANCE
DECEMBER 2022
Response Summary Report by Incident Type
Fire
0%
EMS
57%
Rescue
5%
Hazardous Condition
18%
Service Calls
12%
Severe
Weather
0%
False Call
8%
Fire
EMS
Rescue
Hazardous Condition
Service Calls
Severe Weather
False Call
S:\600-Public-Safety\601-Fire-Safety-Admin\601-05-Fire-Services-OtherAgencies\Carmel\Carmel Monthly Response Report\Carmel Ambulance Reports\22 12 CFA Response Summary.xlsx 2/1/2023 PRA REQUEST LOG – DECEMBER 2022
POLICE RECORD REQUEST LOG – DECEMBER 2022
request
number
Date
Requested
10-day
response
date
records requested requestor date
completed notes
2022-077 12/2/2022 12/12/2022
All agreements between your government body or law
enforcement agency and any current or former peace officers that resolve a dispute related to potential or actual discipline.
These agreements may be titled exit agreements, separation agreements, settlements, legal settlements, settlement and release agreements, last chance agreements, or resignation agreements. (collectively, “Agreements”), from 7/17/2010 through 12/2/2022
Katey Rusch, IRP
Settlements 1/4/2023
pending legal
review,
deadline
extended to
1/3/2023.
records sent
on 1/4/2023.
2022-078 12/16/2022 1/3/2023
Employment agreements/contracts & any
updates/amendments for the: City Manager, Assistant City Manager, and all Dept. Heads.
Joseph Turner 1/6/2023
extended to
1/17/2023.
records sent
1/6/2023
2022-079 12/14/2022 1/3/2023 business license and application for Carmel Beauty Boutique, on Ocean Ave between San Carlos
Stephanie Garcia,
Law Office of
Robert Ponce
12/22/2022
business
license sent
on 12/22/2022
Request
No.
Request Date
& Received By
10-Day Due
Date
14-Day
Ext. Date
Date
Completed by
PSO
Requestor Info Requested Date & PSO Mailed
2022-0001 12/1/2022 12/11/2022 12/15/2022 12/3 DA Marie Rodriguez CG2200422 awaiting pickup 2022-0002 12/1/2022 12/11/2022 12/15/2022 12/06/22 JD Cheryl Nuss CG2200261 mailed 12/7/2022 2022-0003 12/6/2022 12/16/2022 12/06/2022 JD Kaufman Law CA2100458 mailed 12/7/2022 2022-0004 12/8/2022 12/18/2022 12/22/2022 1/14/23 DA Abigail Green 93-301 letter mailed by DA 2022-0005 12/09/22 mw 12/19/2022 1/4 DA Beckerman Anderson/Nail CG2200019/ photos/ body cam sent denial via emai
2022-0006 12/18/2022 JD 12/28/2022 12/19/2022 JD Don McNerney CG2200552 mailed 12/21/2022 2022-0007 12/2/22 DA 12/12/2022 1/4 DA Law Offices William Kahn CG2200421 mailed by DA 2022-0008 12-18--22 12/28/2022 1/5 DA Luis Anduago CG2200552 mailed by DA 2022-0009 12/8/2022 12/18/2022 1/5/23 DA David Hutchings CC1100117, CFS052320190011, emailed copies by DA
Attachment 4
CITY OF CARMEL-BY-THE-SEA
Monthly Report
Public Works Department
December 2022
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Robert M. Harary, P.E., Director of Public Works SUBMITTED ON: January 3, 2023
APPROVED BY: Chip Rerig, City Administrator
City Council Meeting of December 6, 2022
• Read a Statement of Support for the Guard and Reserve, and gave Facility Maintenance Specialist, Leo Hernandez, a standing ovation for his service in the National Guard. • Adopted Resolution 2022-101 awarding a $56,518 Professional Services Agreement to Bureau Veritas to perform facility condition assessments for City Hall, Fire Station, Vista Lobos, and the Public Works buildings.
• Adopted Resolution 2022-105 accepting donations from Carmel Cares valued at $150,316, plus over 7,800 hours of volunteer labor.
• Did not approve a Professional Services Agreement to Wald, Runke & Dost Architects to prepare a functional program report and schematic design for the Police Building Renovation Project with expanded scope. Mayor Potter and Councilmember Baron formed an Ad Hoc Committee to work with the Project Team to consider alternatives for the Project.
Forest and Beach Commission Meeting of December 8, 2022 • Approved removal of one Monterey cypress tree at Scenic Road, 8 southwest of Ocean Avenue, and required replanting of one Monterey cypress.
• Approved removal on a Monterey pine tree at Casanova Street, 2 southwest of Seventh Avenue, and required the Applicant to pay a $800 in-lieu of planting fee. • Continued Tree Permit Applications 22-122 and 22-145, both located at the Golden Bough on Monte Verde Street, 4 southwest of Eighth Avenue, to a date uncertain, at the request of the Applicant. • Presented the Forester’s reports for November 2022. Report included a Charter and application process to recruit members for a Steering Committee to supplement the Forest and Beach Commissioners, for guidance during development of the Urban Forest Master Plan. • Presented the Public Works Department report for November 2022. • Adopted the meeting dates calendar for 2023.
Administration
• Several storms dumped 4.3 inches of rain in December, resulting in power outages, removing approximately 5 down City trees and numerous limbs, coordinating with residents for removing 5 private trees, repairing fallen traffic signs, placing sand bags, clearing storm drains, and setting barricades. A sinkhole damaged a portion of split rail fencing along the Fourth Avenue Pathway toward the beach access stairs.
• Met with new Councilmember Dramov to provide an overview of Public Works and introduced her to the Division Managers.
• Public Works divisions supported the Holiday Celebration at Devendorf Park on December 2nd.
Attachment 5
Public Works Department Report – December 2022
• Prepared agenda report for the January 10th Council meeting regarding the Rotary Club’s request to install entry signs at the City limits.
• Gave a presentation regarding Public Works operations and leadership lessons learned to the Leadership Carmel class on December 16th.
• Reviewed a 5-year Capital Improvement Plan submitted by the Carmel Area Wastewater District, and committed to coordinate several of their pipe-bursting projects which will impact City streets over the next few years.
• Met with Amy Herzog, Visit Carmel’s Executive Director, to coordinate their new branding initiatives. • Conducted recruiter, departmental, and final City Administrator interviews with a Project Manager candidate. Candidate accepted tentative job offer, and a background check is in progress. • Reviewed a draft Operations and Maintenance Agreement, prepared by the City Attorney’s office, for the upcoming Request for Proposal for Scout House Renovation, Activities Programming, and Facility Maintenance.
• Public Works staff members took computer security awareness training classes.
Carmel Cares
• Continued to obtain quotes for lumber and hardware for the Scenic Pathway Guardrail Repair Project.
Plans prepared for the Project by Carmel Cares were approved by staff. • Obtained a contractor quote to install an ADA-compliant pathway from a parking space to a proposed picnic table area for Phase 2 improvements at Forest Theater. Due to the high cost, alternative locations are being considered for the ADA accessible picnic table site. • MPC Horticulture Professor Alan Wheat met with Carmel Cares and the City Forester to develop a modified design for the Ocean Avenue Median Islands. The revised design will be presented to the Forest and Beach Commission in the near future.
• Carmel Cares requested the City to provide pink, rather than dark green, Mutt Mitts so that they are more visible with the expectation that more pet owners would clean up after their pets. However, the estimated cost for the pink (or other brightly-colored) two-ply Mutt Mitts would be $62k, more than twice the current cost of $24k for the single-ply green products. • Continued to maintain the Scenic Pathway, Forest Theater grounds, and various landscaped medians, and the Downtown Detail continued to make downtown beautification improvements.
Environmental Programs
• Executed a Contract with PG&E to install a new meter and equipment, valued at $200k but at no charge to the City, for EV charging stations along the southern row of the Vista Lobos Parking Lot.
One high-capacity charger would be for the new electric street sweeper. • Executed a Contract with the Central California Energy Watch contractor to replace old, gas-fired water heaters with energy-efficient, electric heat pump water heaters, valued at $21k but at no cost to the City. Heaters to be located in the Harrison Memorial Library (HML), Fire Station, and Public Works. • Executed a Professional Services Agreement with Applied Marine Science for $24,500 to continue watershed sampling services.
• Continued to coordinate with EMC, Integral Consultants, and Haro Kashunich for preliminary tasks associated with the Coastal Engineering Study – a key Climate Adaptation Project. • Members of the Monterey Regional Stormwater Management Program, including the Environmental Compliance Manager, took a tour of the Pure Water Monterey facility at Monterey One Water.
Monterey One Water treats most regional wastewater and developed a very advanced system to turn wastewater into a resource for crop irrigation and groundwater aquifer replenishment. • Coordinated with Save the Whales organization regarding recycling outreach. • Based on the results of the annual trash and recycling container inventory, identified unused/rarely used squirrel trash cans to be phased out, and obtained quotes for new metal, ribbon style trash, and dual trash and recycling containers to replace squirrel cans that are no longer repairable.
Attachment 5
Public Works Department Report – December 2022
Facility Maintenance
• Repaired vandalism damage, notably in park restrooms, ranging from a hanging toilet replacement to smoke detector protection cages.
• Made repairs to the boardwalk landing at the Fourth Avenue beach access stairs. • Welded a beach access stairs handrail.
• Installed new, fully-stocked first aid kits at the HML, Park Branch Library, and Police station. • Relocated shelving and furniture for the local history desk at the Park Branch Library. • Installed dispensers for women’s hygiene products in library restrooms. • All fire extinguishers were inspected and re-certified. • Obtained quotes for paneling removal, drywall replacement, and painting to renovate the Public Works front office prior to delivery of refurbished furniture to match existing lobby furniture and add office space for another employee.
Project Management for Capital Improvement Program
Wallace Group Projects:
• For the Concrete Streets Repair Project, which (previously) included a bike path along Ocean, between Monte Verde and San Antonio, completed the Professional Services Agreement with BKF Engineers, for a not-to-exceed fee of $214,667, and submitted a report for award at the January 10th Council meeting.
• For the MTNP well abandonment and pump house and water tank removal project, PG&E removed the unused electric meter and aerial cabling. The power pole will also be removed with the Project.
Ausonio, Inc. Projects:
• For the City Hall Retaining Wall Repair Project, the building permit-required geotechnical evaluation was performed, but resulted in a major redesign of the structural components of the Project because it was determined that the existing, failing redwood retaining wall was likely never intended as a permanent support for the Planning Department south wing. Now, rather than constructing 3 isolated concrete piers as previously designed, a continuous concrete retaining wall structure will need to be installed below the footing. A new cost estimate is underway. • An architect, and structural, electrical, and mechanical engineers from Bureau Veritas conducted the Facility Condition Assessments for City Hall, Fire Station, Public Works, and Vista Lobos, promptly following the award of their Professional Services Agreement at the December 6th Council meeting.
Their draft report, identifying deficiencies and cost estimates, is expected in mid-January. • After lengthy negotiations and tweaks to the Professional Services Agreement, a $24,999 contract was executed with 10 Over Studios for on-call architectural services. A proposal is being prepared for 10 Over to provide design plans for the City Hall Roof Replacement, HML Exterior/Interior Painting, Carpeting, and Generator, Sunset Center Exterior Painting, and Cottage Windows Repairs Projects which have all been merged into one larger construction project for efficiency and cost-effectiveness.
4 Leaf Projects:
• For the 2020/21 Paving Project, the bid package was completed, and the project is scheduled to be advertised for bids as soon as January 9th.
• For the Police Building Renovation Project, the Project Team developed a position memorandum for the Council Ad Hoc committee, and met with the committee to discuss options moving forward. A summary of the first meeting was forwarded to the full Council. Conversations were also held with other architectural firms familiar with public safety building expertise. The next step will be to conduct a tour of the Police and Public Works buildings, to observe key safety concerns and functional limitations, on January 5th.
Attachment 5
Public Works Department Report – December 2022
Other CIP Projects:
• For the MTNP’s 3 Drainage Improvements Project, the construction plans are complete, technical specifications were checked, and bidding documents are being assembled. The Project will be advertised for bids once the regulatory permits, now all in progress, are approved. • For the ADA Upgrades Project, Year 5, obtaining vendor quotes for ADA-compliant railings in front and back of the HML and in Piccadilly Park.
• For the Library Master Plan Project, Jayson Architects was selected by a committee, and a Professional Services Agreement was prepared and submitted for Council approval at the January 10th meeting.
Street Maintenance
• Preliminary results of the City-wide Pavement Condition Index (PCI) survey performed in late 2022 by TAMC consultant NCE, resulted in an overall Carmel PCI of 75, down only slightly from 77 based on the 2018 survey. More information is pending.
• Completed traffic modifications resulting from the November 10th Traffic Safety Committee meeting.
Notably, the prior red zone on Sixth Avenue, west of San Carlos, was repainted as a yellow loading zone, with accompanying signs noting a 20-minute limit on Monday through Friday, from 6 to 10 AM. • Installed pedestrian crosswalks across Camino Real, north and south of Ocean Avenue. • Removed large and mid-sized logs from Carmel Beach.
• Excavated several new tree squares for upcoming tree plantings, and patched concrete over tree squares where trees are not viable for replanting.
• Regraded, and placed and compacted decomposed granite along the Serra Trail near the south end of MTNP. Unfortunately, the new road surfacing did not fully hold up to the strong rains we had in late December. Sand bags were placed until permanent drainage improvements are constructed in 2023. • Performed repairs to a number of traffic signs and post and rail fences. • Continued making ongoing sidewalk repairs in the downtown area. • Toured the conditions of Acacia Way drainage system, Rio Park storage area, and parking/traffic issues near Stevensen School with the City Administrator and Public Works Director. Action items underway.
Forestry Parks and Beach Report (Forester’s Report)
• Planted 11 new trees, including: dogwoods, cedar, ponderosa pine, sequoia, and redwood. • Davey Resource Group, the consultant hired to prepare the Urban Forest Master Plan, met with Public Works staff and finalized inventory data specifications. A formal kick-off meeting with the whole Project Team has been scheduled for January 11th.
• The application for the Urban Forest Master Plan Steering Committee was completed and will be advertised beginning on January 13th. Closing date for applications will be January 31st. • Landscape maintenance contractor Town & Country was issued 6 Task Orders in December. Worked with contractor to streamline the Task Order process and task completion. • Bid documents were completed for the On-Call Tree Care Services Contract and has been advertised.
The Pre-Bid Meeting is scheduled for January 10th and the Bid Opening is scheduled for January 31st. (Update – bidding process extended two weeks due to storms.) • Met with Planning Director to resolve concerns for an upcoming ordinance for landscaping in the public right-of-way and discuss qualifications for a landscape architectural consultant. • Removed rocks below the swings at Forest Hill Park.
Attachment 5
Public Works Department Report – December 2022
. Private and Development Activities
2022 Permitted Removals and Required Planting
Removals Plant
Upper
Plant
Lower
No room
for New
Tree
Meets Density
Recommendation
Total Number of
Trees Required
January 2 1 1 0 0 2
February 14 4 5 0 3 9
March 13 4 4 0 4 8
April 7 2 5 3 2 7
May 19 8 4 3 4 12
June 11 3 1 0 6 4
July 8 1 1 4 1 2
August 41 16 10 5 3 26
September 9 5 2 0 0 7
October 7 0 1 0 6 1
November 18 4 3 0 9 7
December 19 5 0 1 0 5
2022 Totals 168 53 37 16 38 90
Historic Permitted Removals and Required Planting
Removal
Permits
Removal
of Upper
Removal
of Lower
Replanting
Required
Replanting
of Upper
Replanting
of Lower
Replanting
%
2012 96 20 20.83%
2013 123 60 63 59 31 29 47.97%
2014 145 64 81 49 35 20 33.79%
2016 90 37 41.11%
2017 119 50 69 43 15 28 36.13%
2018 77 37 60 20 1 18 20.62%
2019 170 107 63 116 53 63 68.24%
2020 98 57 41 93 67 26 94.90%
Permitted
removals
Removal
of upper
Removal
of lower
Replanting
Required
Replanting
of upper
Replanting
of lower
Replanting
%
Applications
processed
2021 204 81 123 135 81 54 66.18% 213
2022 168 61 77 9 53 37 53.57% 180
Attachment 5
Public Works Department Report – December 2022
City Forestry, Parks, and Beach Activities
0 10
20 30
40 50
60 70
80 90
2013 2014 2017 2018 2019 2020 2021 2022*
Required Replanting
Re-planting of upper Re-planting of lower
71 96 67
139 165 149 176 165 132 159
88 135
207
256
556 425
163
107
187
115 101
96 675
74 75
38 40
105
113
66 72
59 62
55 45
0 100
200
300
400
500
600
700
800
900
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022* City Performed Tree Work Year by Year Comparison
Removal Prunning Planting * year to date
Attachment 5
Public Works Department Report – December 2022
2 1 1 10 4 1 1 4
36 36 43 60 47 42 40
58 35 35 30 22
8 9 5
5 2 5 17
18 8 10 5 4
12 9 15
14 17 20 17
23 16 12 14 11
5 4
0 6 3
3 3 0 3
2 1
0 0 2
3 0 0 0
0 105
164
218
185
137
125
0 50
100
150
200
250
300
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Task Count
Month
2022 Admistrative and Field Tasks
Failures Inspection Plan reviews
*Fresh Desk ticketing
began with the fiscal year
Attachment 5
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Nova Romero, City Clerk
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: December 2022 Check Register Summary
RECOMMENDATION:
Approve the check register for December 2022.
BACKGROUND/SUMMARY:
The check register is produced from the City's financial system. The report groups the checks by the respective department or function. The check register includes the check number, the name of the vendor, a description of the purchase, the check issue date and the amount of the check.
Per the California Supreme Court's decision in the case of Los Angeles County Board of Supervisors v.
Superior Court (Dec. 29, 2016) (2016 WL 7473802), the check register excludes the specific invoice payments for legal services incurred for pending and active investigations, pending and active litigation, as well as recently concluded matters. The Supreme Court has ruled that these specific invoices are protected under attorney-client privilege and need not be disclosed under the Public Records Act.
On the last page of the report, staff have included the contract balance for the respective vendors that were paid in December.
FISCAL IMPACT:
The check register summary for December 2022 totals $1,221,107.27.
PRIOR CITY COUNCIL ACTION:
Council ratified the November 2022 check register its January 10, 2023, regular meeting.
ATTACHMENTS:
Attachment 1) December 2022 - Check Register Summary
December 2022 Check Register
Check No. Vendor/Employee Transaction Description Date Amount Department: 000 ___
50421 Dept of Health Care Services-Accounting/Cashiers GEMT QAF Current fiscal year 12/22/2022 11,604.51 50434 Monterey County Convention & Visitors Bureau TID Remittance Sep-Oct 2022 12/22/2022 57,085.38 50453 Visit Carmel CHID Remittance Sep-Oct 2022 Admin fee 12/22/2022 326,797.01 Total for Department: 000 ___ 395,486.90
Department: 110 City Council
50288 Carmel Chamber of Commerce Business level membership 12/02/2022 445.00 50326 Dave Potter Reimburse for Mayors dinner 12/2/22 12/09/2022 325.29 50337 Peninsula Messenger LLC Mail service sorting and delivery 12/09/2022 4,560.00 Total for Department: 110 City Council 5,330.29
Department: 111 City Administration
50291 Comcast City Hall business cable service 12/02/2022 73.32 50292 Corbin Willits System MOM Financial system monthly fee 12/02/2022 720.79 50298 Iron Mountain Records storage service 12/02/2022 716.26 50299 J 4 Systems Billable services for Systems Engineer 12/02/2022 360.00 50300 KnowBe4 USA Admin IT Training Subscription 12/02/2022 3,090.60 50305 Municipal Resource Group, LLC Consulting services-Admin 12/02/2022 2,617.50 50306 Office Depot, Inc. Business office supplies-Admin/Finance 12/02/2022 305.84 50307 Pitney Bowes Global Fin S Postage meter lease 12/02/2022 836.55 50311 Universal Staffing Inc Temporary staffing services:Front desk, City Hall 12/02/2022 1,680.55 50313 Wageworks,Inc Healthcare monthly Admin and Compliance Fee 12/02/2022 190.00 50315 Alhambra Water service City Hall 12/09/2022 176.40 50317 Amazon Web Services Inc Data and cloud storage fees 12/09/2022 882.12 50319 AT&T Telephone service citywide 12/09/2022 2,922.63 50324 Code Publishing Company Municipal code updates, electronic, web and paper 12/09/2022 562.50 50327 Digital Deployment Website support agreement:Maint, training, security and updates 12/09/2022 700.00 50329 J 4 Systems Billable services for Systems Engineer 12/09/2022 120.00 50330 Johnson, Roberts & Assoc., Inc HR: Pre-Employment 12/09/2022 70.00 50332 Logik Systems Inc PRA software 12/09/2022 429.25
50335 Office Depot, Inc. Office supplies - Finance and Admin 12/09/2022 147.39 50339 Richard Rerig Reimburse for eye exam per contract 12/09/2022 49.00 50340 Robert Half Temporary payroll assistance services 12/09/2022 27,505.32 50341 Sprint Cell service fees, usage and purchases 12/09/2022 29.99 50344 T-Mobile Monthly cell service, usage and purchases 12/09/2022 1,463.54 50347 Universal Staffing Inc Temporary staffing services:Front desk, City Hall 12/09/2022 5,968.85 50350 Verizon Wireless Cell phone usage and sales 12/09/2022 326.99 50352 Zoom Imaging Solutions, Imc. Business office copier usage fees 12/09/2022 252.94 50353 Agnes Martelet 5 Year Service Award 12/16/2022 50.00 50357 Ashlee Wright 10 Year Service Award 12/16/2022 100.00 50363 Cleve Waters 15 Year Service Award 12/16/2022 150.00 50367 Dasher Technologies, Inc Artic Wolf Security Program-NASPO Master Agreement 12/16/2022 26,729.89 50369 David Jedinak 10 Year Service Award 12/16/2022 100.00 50374 Hinderliter, De Llamas & Associates Sales/transactions tax auditing services 12/16/2022 854.16 50375 Isaac Eckel 10 Year Service Award 12/16/2022 100.00 50376 Johnson, Roberts & Assoc., Inc HR: Pre-Employment 12/16/2022 17.50 50377 Lisa Johnson 35 Year Service Award 12/16/2022 400.00 50379 Marnie Waffle 5 Year Service Award 12/16/2022 50.00 50380 Melissa Webster 15 Year Service Award 12/16/2022 150.00 50388 Robert Half Temporary payroll assistance services 12/16/2022 4,329.60 50389 Robert Harary 5 Year Service Award 12/16/2022 50.00 50392 Traffic Patterns Recuritment services, NEOGOV implementation and on-call Human R 12/16/2022 756.25 50395 US Bank Neo Gov Job advertising 12/16/2022 255.00 50395 US Bank Nor Cal HR Conference Registration 12/16/2022 175.00 50395 US Bank Nor Cal HR Conference - Refreshments 12/16/2022 1,299.56 50395 US Bank CCMF Conference/Seminar 12/16/2022 550.00 50395 US Bank NY Times Digital Subscription 12/16/2022 17.00 50395 US Bank Refreshments 12/16/2022 84.55
50414 Carmel Pine Cone Legal noticing 12/22/2022 255.00 Attachment 1
50418 Comcast Business NonNGEN internet and recurring charges 12/22/2022 644.82 50419 Copies By-The-Sea Agenda printing services 12/22/2022 779.12 50420 Corbin Willits System MOM Financial system monthly fee 12/22/2022 720.79 50427 Image Sales Employee ID Badges 12/22/2022 35.41
50428 J 4 Systems Billable services for Systems Engineer 12/22/2022 120.00 50435 Municipal Resource Group, LLC Consulting services-Admin 12/22/2022 1,250.00 50437 Office Depot, Inc. Office supplies - Finance and Admin 12/22/2022 59.58 50440 Pitney Bowes Bank Inc Purchase Power Postage-meter refills Acct:8000-9090-0148-6161 12/22/2022 29.00 50442 Robert Half Temporary payroll assistance services 12/22/2022 8,659.20 50448 T-Mobile Monthly cell service, usage and purchases 12/22/2022 42.13 50449 Toshiba Financial Service Copier use Business office 12/22/2022 373.06 50451 US Bank Cal Cities Registration 12/22/2022 625.00 50451 US Bank Carmel Chamber Awards of Excellence event 12/22/2022 2,250.00 50451 US Bank Training refund 12/22/2022 -475.00
50451 US Bank C Theis plaque 12/22/2022 273.13
50451 US Bank HR subscription - Metrofax 12/22/2022 11.95 50451 US Bank IT telephone - Junction Networks 12/22/2022 1,203.71 50451 US Bank IT subscriptions - Zoom, Google, Microsoft, Freshworks 12/22/2022 1,664.30 50451 US Bank IT equipment - Amazon 12/22/2022 215.44
50452 Verizon Wireless Cell phone usage and sales 12/22/2022 1,236.94 Total for Department: 111 City Administration 108,390.42 Department: 112 City Attorney
50309 Sloan Sakai Yeong & Wong HR Consulting Services 12/02/2022 46.00 50320 Best Best & Krieger, Attorney At Law Legal fees:Telecommunications issue, Verizon litigation 12/09/2022 28,702.25 50321 Burke,Williams & Sorensen, LLP Legal costs-FY 22-23 Labor Negotiations 12/09/2022 18,268.50 Total for Department: 112 City Attorney 47,016.75
Department: 116 Police
50287 Caltronics/J.J.R Enterprises. Inc Police Dept copier usage fees 12/02/2022 118.46 50291 Comcast PD Cable services 12/02/2022 243.19
50293 County of Monterey, Dept of Emerg CommunicationsAlert & Warning System-Annual 12/02/2022 7,848.00 50294 Critical Reach, Inc. APBnet Annual Support fee 12/02/2022 220.00 50295 DLB Associates Inc. 3 1 Yr IBM Hardware Maintenance contract 12/02/2022 2,888.00 50302 Monterey County Animal Services Animal control services 12/02/2022 239.00 50303 Monterey County Sheriff-Coroner Criminal Justice Information System fees 12/02/2022 20,411.88 50308 Proforce Law Enforcement Replace duty firearms-Police Dept 12/02/2022 3,892.47 50310 Timothy Ament Reimburse for tuition - CJ 303 12/02/2022 960.00 50312 Verizon Wireless Air cards for MDT's 12/02/2022 635.35 50318 ArmorerLink Annual subscription:Firearm management system 12/09/2022 2,400.00 50325 Covanta Envir Solutions LLC PD-Evidence disposal services 12/09/2022 401.10 50335 Office Depot, Inc. Police Dept office supplies 12/09/2022 291.14 50343 T2 Systems Canada Inc. PD:Digital iris services 12/09/2022 75.00 50346 United Public Safety, Inc Ticketing Platform for PD:Hardware, software, tech support and d 12/09/2022 9.98 50349 Veritas CVSA Truth Verification Services PD: Professional services 12/09/2022 350.00 50356 Alhambra Water service-PD 12/16/2022 229.17
50358 AT&T/FirstNet PD Wireless services 12/16/2022 89.40 50361 Carmel Towing & Garage PD Towing expense 12/16/2022 322.50 50365 Comcast PD Cable services 12/16/2022 60.34
50370 De Lage Landen Financial Police Dept copier lease 12/16/2022 161.70 50415 Carmel Towing & Garage PD Towing expense 12/22/2022 485.95 50429 Lexipol LLC Annual Law Enforcement Training and Policy Manuals 12/22/2022 12,496.46 50446 Seaside Chrysler, Dodge, Jeep PD Vehicle repairs 12/22/2022 4,438.15 50450 Transunion Risk & Alterna PD: Monthly fee for information services 12/22/2022 75.00 50451 US Bank PD car washes 12/22/2022 62.65
50451 US Bank PD Offices expense 12/22/2022 750.11
50451 US Bank PD CERT promotion expense 12/22/2022 53.53 50455 Carmel Towing & Garage FY 22-23 Fuel charges PD 12/30/2022 4,185.14 50456 Comcast PD Cable services 12/30/2022 243.19
50457 Community Hospital of the Monterey Peninsula Testing services for Police Dept 12/30/2022 27.00 50458 County of Monterey, Dept of Emerg CommunicationsFY 2022-23 Q3 Remittance 12/30/2022 7,848.00 Total for Department: 116 Police 72,511.86
Attachment 1
Department: 117 Fire
50285 Alhambra Water service Fire Dept 12/02/2022 184.25 50290 City Of Monterey FY 2022-23 Monthly fee:Interim Fire Admin/Emerg Incident Mgmt 12/02/2022 245,061.57 50293 County of Monterey, Dept of Emerg CommunicationsDispatch service-Amb 12/02/2022 6,059.00 50301 Mission Linen Service Fire Dept laundry service 12/02/2022 135.47 50314 Alert-All Corp Fire Dept:Community promotion items 12/09/2022 499.39 50334 Mission Linen Service Fire Dept laundry service 12/09/2022 121.09 50373 First Alarm Alarm services-Fire Station 12/16/2022 289.44 50381 Mission Linen Service Fire Dept laundry service 12/16/2022 121.09 50412 Caltronics/J.J.R Enterprises. Inc Fire Dept copier usage fees 12/22/2022 16.00 50425 First Alarm Alarm services-Fire Station 12/22/2022 309.12 50432 Mission Linen Service Fire Dept laundry service 12/22/2022 270.94 50454 Caltronics/J.J.R Enterprises. Inc Fire Dept copier usage fees 12/30/2022 14.44 50455 Carmel Towing & Garage Fire Dept gas expense (E15) 12/30/2022 715.61 50458 County of Monterey, Dept of Emerg CommunicationsFY 2022-23 Q3 Remittance 12/30/2022 6,059.00 Total for Department: 117 Fire 259,856.41
Department: 118 Ambulance
50286 Bound Tree Medical LLC Medical supplies 12/02/2022 385.55 50290 City Of Monterey FY 2022-23 Ambulance Administration fee 12/02/2022 1,996.96 50312 Verizon Wireless Machine to machine activity 12/02/2022 649.39 50338 Peninsula Welding & Medical Supply, inc. Ambulance Dept-Oxygen/hazardous materials transport service 12/09/2022 145.02 50370 De Lage Landen Financial Ambulance Copier lease 12/16/2022 71.01 50397 Wittman Enterprises, LLC Ambulance billing service 12/16/2022 2,906.68 50417 City Of Monterey FY 2022-23 Ambulance-Overtime reimbursment for staffing Mty Fire 12/22/2022 5,888.13 50455 Carmel Towing & Garage Amb Dept gas expense (7166) 12/30/2022 1,496.97 50459 Verizon Wireless Machine to machine activity 12/30/2022 14.04 Total for Department: 118 Ambulance 13,553.75
Department: 119 Public Works
50323 City Of Monterey Repair charges for City vehicles 12/09/2022 1,385.56 50328 Hayward Lumber Supplies for Forestry. 11/14/22 #32165153-00 12/09/2022 137.73 50342 State Water Resources Control Board (SWRCB) Annual permit fee 12/09/2022 7,067.00 50345 Tom Lang Reimbursement for boots, per MOU 2022 12/09/2022 180.25 50348 US Bank PW Forestry Supplies - Home Depot 12/09/2022 229.16 50348 US Bank PW Forestry books 12/09/2022 401.25
50348 US Bank APWA Renewal 12/09/2022 222.00
50348 US Bank ASCE Membership dues 12/09/2022 310.00
50348 US Bank Hotel during CASQA Conference 12/09/2022 631.44 50348 US Bank PW Admin - Supplies 12/09/2022 43.28
50351 West Market Transmissions Unit 5 transmision. 11/9/22 #003396 12/09/2022 1,121.03 50354 Ailing House Pest Control City Wide Pest Control 12/16/2022 434.00 50355 Airtec Inc HVAC work for City Facilities 12/16/2022 428.00 50360 California Marine Sanctuary Foundation Dry weather sampling 12/16/2022 2,076.80 50361 Carmel Towing & Garage PW Streets - Fuel for PW vehicles 12/16/2022 2,974.31 50362 Cintas Corporation PW Uniform Service 21/22 FY 12/16/2022 901.91 50364 Coast Counties Glass, Inc. Glass repair for City Facilites 12/16/2022 160.00 50366 Conte's Generator Service PW/FM Emergency generator services 12/16/2022 1,400.00 50368 Davey Resource Group, Inc. Tree Keeper subscription 12/16/2022 10,000.00 50370 De Lage Landen Financial PW Copier monthly lease- 12/16/2022 205.40 50371 Drought Resistant Nursery Trees/plants for Forestry City projects. 12/1/22 #261602 12/16/2022 90.51 50378 M & S Building Supply FACILITY MAINT. DIVISION - Supplies 12/16/2022 10.91 50383 Napa Auto Parts PW Streets - Vehicle Supplies 12/16/2022 285.97 50384 Office Depot, Inc. PW/FM/Forestry - Office Supplies FY 2023 12/16/2022 54.09 50386 Pacific Smog Smog for Unit 20 10/31/22 #855 12/16/2022 41.75 50387 PSTS, Inc. Services:Pumping oil-water separator 12/16/2022 663.75 50390 Scarborough Lumber & Building PW Streets - Supplies 12/16/2022 251.91 50393 Uline Inc. PW Streets - Safety Supplies 12/16/2022 876.20 50409 Ailing House Pest Control City Wide Pest Control 12/22/2022 354.00 50410 Airtec Inc HVAC work for City Facilities 12/22/2022 182.00 50412 Caltronics/J.J.R Enterprises. Inc Copier Contract PUBLIC WORKS - FY22/23 12/22/2022 146.44 50413 Carmel Cares-Dale Byrne, President Landscaping work 12/22/2022 2,700.00 50415 Carmel Towing & Garage PW Streets - Fuel for PW vehicles 12/22/2022 2,586.46 50416 Cintas Corporation PW Uniform Service 21/22 FY 12/22/2022 690.64 Attachment 1
50422 Drought Resistant Nursery Flowers for City locations. 11/29/22 #261572 12/22/2022 998.78 50423 Eco Office Inc.Creative Office Solutions PW Modular Furniture 12/22/2022 9,593.52 50424 Edges Electrical Group Electrical supplies for City Facilities 12/22/2022 26.18 50426 Granite Rock Company PW Streets-Supplies 12/22/2022 713.32 50430 M3 Environmental Consulting Limited asbestsos and lead sampling 7/19/22 #2224201 12/22/2022 1,000.00 50431 Marina Backflow Company PW/FM backflow maintenance & repairs 12/22/2022 390.00 50433 MJ Murphy Lumber and Hardware PW Streets - Lumber 12/22/2022 1,564.08 50436 Mutt Mitt Mutt Mitts 80 cases 12/22/2022 5,942.33 50437 Office Depot, Inc. PW/FM/Forestry - Office Supplies FY 2023 12/22/2022 613.16 50439 Pacific Smog Smog Inspections 12/15/22 #907 12/22/2022 306.25 50441 Poe's Plumbing & Backflow Plumbing repairs City facilities 12/22/2022 655.30 50443 Salinas Valley Ford Sales Mirror for unit 6 11/21/22 36345 12/22/2022 75.76 50444 Sara Davis Supplies for City Forester 12/22/2022 131.08 50445 Scarborough Lumber & Building PW Streets - Supplies 12/22/2022 650.19 50451 US Bank Supplies for Facilities Maintenance 12/22/2022 1,181.02 50451 US Bank Supplies for Streets 12/22/2022 318.63
50451 US Bank Supplies for Forestry 12/22/2022 355.03
Total for Department: 119 Public Works 63,758.38
Department: 120 Library
50336 Pacific Grove Self Storage Storage Unit - Document storage 12/09/2022 353.00 Total for Department: 120 Library 353.00
Department: 121 Community Activities
50289 Carmel Pine Cone Holiday Celebration ad 11.25.22 12/02/2022 425.00 50296 Golden State Portables Porta potties and wash stations for Homecrafters' Marketplace 11 12/02/2022 2,300.00 50304 Monterey Lighting 500' feet of wire with sockets and bulbs for Ocean/Monte Verde m 12/02/2022 537.50 50322 Carmel Pine Cone Holiday Celebration ad 12.02.22 12/09/2022 425.00 50331 Kelly Productions Santa for Holiday Celebration event 12.2.22 12/09/2022 485.00 50382 Monterey Lighting Tax for invoice #117122 PO # 2023000518 12/16/2022 794.96 50391 Tigerlilly Florist&Gifts Veteran's Day Ceremonoy wreath and flowers 12/16/2022 447.94 50437 Office Depot, Inc. calendars - wall & desk 12/22/2022 58.91 50451 US Bank string lights, net lights, decorations, lunch for staff working 12/22/2022 1,143.92 50451 US Bank Chic Rentals - stages for holiday celebration 12/22/2022 2,811.90 Total for Department: 121 Community Activities 9,430.13 Department: 122 Economic Revitalization
50447 Sunset Cultural Center Inc. Current fiscal year Operating Grant 12/22/2022 187,500.00 Total for Department: 122 Economic Revitalization 187,500.00 Department: 130 Non-Departmental
50316 Alliant Insurance Services Current year Liability Policy premiums 12/09/2022 250.00 50385 Pacific Gas & Electric Citywide gas & electric services 12/16/2022 12,858.18 50438 Pacific Gas & Electric Citywide gas & electric services 12/22/2022 214.18 Total for Department: 130 Non-Departmental 13,322.36
Department: 311 Capital Projects
50333 M3 Environmental Consulting Asbestos & Lead Testing MTNP Water Tank removal 11/23/22 #2241 12/09/2022 1,193.56 50348 US Bank ADA Upgrades - Fountains 12/09/2022 283.71 50359 Ausonio, Inc HML Carpet replacement 12/16/2022 14,935.00 50372 Dudek MTNP Improvements 12/16/2022 4,026.25
50396 Wallace Group Project management CIP Drainage System Repairs 12/16/2022 6,559.75 50408 4Leaf, Inc Infrastructure resilience pilot project 12/14/22 #J4042-04C 12/22/2022 10,018.75 50411 Ausonio, Inc City Hall retaining wall repair 12/22/2022 5,580.00 Total for Department: 311 Capital Projects 42,597.02
Department: 411 Debt Service
50394 US Bank PIA 2020 Refunding lease rev bonds Sunset Center 12/16/2022 2,000.00 Total for Department: 411 Debt Service 2,000.00
Grand Total 1,221,107.27
Attachment 1
Schedule of Contract Payments - December
Vendor Contract Amt Paid thru Dec Contract Balance
Pen Messenger 122,000.00 $ 84,070.00 $ 37,930.00 $
City of Monterey * 2,839,443.00 $ 1,345,385.65 $ 1,494,057.35 $ Fire Admin Tope's Tree Service 65,000.00 $ 89,200.83 $ (24,200.83) $ West Coast Arborists 160,000.00 $ 121,024.08 $ 38,975.92 $ John Ley's Tree Service 70,000.00 $ 55,677.67 $ 14,322.33 $ J4 Systems 38,840.70 $ 28,699.00 $ 10,141.70 $
Pureserve * 250,000.00 $ 105,706.75 $ 144,293.25 $
Rincon 50,500.00 $ 45,167.75 $ 5,332.25 $
Dudek 75,000.00 $ 70,990.67 $ 4,009.33 $
4Leaf Inc. 179,800.00 $ 22,832.50 $ 166,986.25 $
* FY2022-2023 Budget
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Brian Pierik, City Attorney
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-010, Proclaiming the Continuing Need to Meet by Teleconference Pursuant to Government Code Section 54953 (e)
RECOMMENDATION:
Adopt Resolution 2023-010 of the City Council of the City of Carmel-by-the-Sea, proclaiming the continuing need to meet by teleconference pursuant to Government Code Section 54953 (e).
BACKGROUND/SUMMARY:
All meetings of the City of Carmel-by-the-Sea legislative bodies are open and public as required by the Ralph M.
Brown Act (Cal. Gov. Code 54950 – 54963).
Before COVID-19, Section 54953(b) of the Brown Act allowed for teleconferencing if the public agency complied with the following requirements:
1. At least a quorum of the members of the legislative body must participate from locations within the boundaries within the jurisdiction of the local agency.
2. An agenda shall be posted at all teleconference locations.
3. Each teleconference location shall be identified in the notice and agenda of the meeting.
4. Each teleconference location shall be accessible to the public.
AB 361 amended Government Code Section 54953 and authorizes a City to allow for modified teleconferencing rules, subject to the existence of certain requirements which are listed below in this Staff Report.
Government Code section 54953(e)(1) lists the circumstances under which a local agency may use such modified teleconferencing procedures, as follows:
(1) A local agency may use teleconferencing without complying with the requirements of paragraph (3) of subdivision (b) if the legislative body complies with the requirements of paragraph (2) of this subdivision in any of the following circumstances:
(A) The legislative body holds a meeting during a proclaimed state of emergency, and state or local officials have imposed or recommended measures to promote social distancing. (B) The legislative body holds a meeting during a proclaimed state of emergency for the purpose of determining, by majority vote, whether as a result of the emergency, meeting in person would present imminent risks to the health or safety of attendees.
(C) The legislative body holds a meeting during a proclaimed state of emergency and has determined, by majority vote, pursuant to subparagraph (B) that, as a result of the emergency, meeting in person would present imminent risks to the health or safety of attendees.
March 4, 2020, Governor Newsom declared a State of Emergency as a result of the COVID-19 pandemic.
The State of Emergency remains in effect and COVID-19 continues to threaten the health and lives of the public and the Delta variant is highly transmissible in indoor settings. In addition, breakthrough cases are becoming more common.
On September 22, 2021, the County of Monterey Health Department issued a Recommendation Regarding Social Distancing Including Remote Meetings of Legislative Bodies which provides:
“The Monterey County Health Department continues to recommend that physical and social distancing strategies be practiced in Monterey County, which includes remote meetings of legislative bodies of local agencies, to the extent possible.
Monterey County continues to experience transmission of COVID-19 locally. Physical and social distancing is still an effective measure to reduce the spread of COVID-19, especially when combined with use of face coverings, frequent hand washing, staying home when ill, testing, and vaccination with U.S.
Food and Drug Administration approved or authorized COVID-19 vaccines.
Remote meetings of legislative bodies allow for the virtual participation of agency staff, presenters, and community members in safer environments, with less risk of exposure to SARS-CoV-2, the virus that causes COVID-19.
The Monterey County Health Officer will continue to monitor local metrics and the necessity of this recommendation.”
Thus, meetings of the City Council and its legislative bodies may be held pursuant to the terms of Government Code Section 54953(e)(1)(A) so long as a proclaimed state of emergency continues and state or local officials continue to impose or recommend measures to promote social distancing.
If, for some reason, state or local officials discontinue imposing or recommending measures to promote social distancing, the proposed Resolution would also authorize teleconferencing under the rules of 54953(e) so long as a proclaimed state of emergency continues.
On October 4, 2021, the City Council adopted the initial Resolution No. 2021-057 authorized by AB 361 to allow for meetings of the City Council to be held telephonically.
Government Code Section 54953 (e) (3) provides that every 30 days after teleconferencing for the first time, and every 30 days thereafter, to continue teleconferencing the City Council must state that it has reconsidered the circumstances of the state of emergency and that either of the following circumstances exist: (1) The state of emergency continues to directly impact the ability of the members to meet safely in person or (2) State or local officials continue to impose or recommend measures to promote social distancing. Currently, both of these circumstances continue to exist and, for that reason, the recommended action is for the City Council to adopt the attached Resolution of the City Council of the City of Carmel-by-the-Sea Proclaiming the Continuing Need To Meet By Teleconference Pursuant To Government Code Section 54953 (e), Attachment 2 to this Staff Report.
This Resolution will authorize the City Council, and other legislative bodies of the City, to hold teleconference meetings within the requirements of AB 361, but does not prohibit the City from holding in person meetings in the future.
If the Resolution is adopted, then the City and its legislative bodies which hold teleconference meetings must follow the procedures set forth by AB 361, which include the following:
1. Notice of the meeting must still be given in compliance with the Brown Act, and the notice must include the means by which the public may access the meeting and provide public comment.
2. The public must be provided access to the meeting via a call-in option or internet-based service option and allowed to “address the legislative body directly.” The agency does not have to provide an in-person option for the public to attend the meeting.
3. The meeting must be conducted “in a manner that protects the statutory and constitutional rights of the parties and the public appearing before the legislative body.”
4. If there is a disruption to the meeting broadcast or in the ability to take call-in or internet-based public comment, no further action can be taken on agenda items until the issue is resolved.
5. The body cannot require comments to be submitted before the start of the meeting. The public must be allowed to make “real time” public comment.
6. Reasonable time for public comment must be provided. If the agency provides a timed public comment period, the public comment period must be left open until the time expires.
7. All votes must be taken by roll call.
8. The legislative body must approve a resolution making findings every 30 days to continue to conduct teleconference meetings under AB 361. The body must find it has reconsidered the circumstances of the state of emergency and either 1) the emergency continues to impact the ability to meet safely in person, or 2) State or local officials continue to impose or recommend social distancing.
If the state of emergency ends or if the City Council decides to rescind the Resolution, then meetings of the City Council and other legislative bodies of the City must comply with the pre-COVID teleconferencing rules of 54953(b) described earlier in this Staff Report.
Without this Resolution, as noted, if a Council Member or a member of a City Board or Commission does not attend a meeting in person, then the agenda would need to be posted at the location of that person and the public would have access to that location. This Resolution (so long as Government Code Section 54953 allows) would provide flexibility to the Council, Board Members and Commissioners when meetings are held in person to attend remotely if they do not attend in person without the necessity of posting an agenda at their location and there would be no limit on the number (quorum must be physically present without this Resolution) of Council Members, Board Members and Commissioners who attend remotely. There are some public agencies in California which have adopted a Resolution authorized by AB 361 and use a “hybrid” method for attendance at meetings in which some members attend in person and other members attend remotely and the staff and public also can attend in person or remotely.
FISCAL IMPACT:
No direct fiscal impact for this action.
PRIOR CITY COUNCIL ACTION:
Adoption of initial Resolution No. 2021-057 on October 4, 2021 and continuing Resolutions at subsequent meetings of the City Council.
ATTACHMENTS:
Attachment 1) Resolution 2023-010
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-010
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL- BY-THE-SEA
PROCLAIMING THE CONTINUING NEED TO MEET BY TELECONFERENCE PURSUANT TO GOVERNMENT CODE SECTION 54953 (e)
WHEREAS, all meetings of the City of Carmel-by-the-Sea legislative bodies are open and public as required by the Ralph M. Brown Act (Cal. Gov. Code 54950 – 54963); and WHEREAS, the Brown Act, Government Code section 54953(e), makes provisions for remote teleconferencing participation in meetings by members of a legislative body, without compliance with the requirements of Government Code section 54953(b)(3), subject to the existence of certain conditions; and
WHEREAS, on March 4, 2020, Governor Newsom declared a State of Emergency as a result of the COVID-19 pandemic; and
WHEREAS, such State of Emergency remains in effect; and WHEREAS, COVID-19 continues to threaten the health and lives of City of Carmel-bythe-Sea residents; and WHEREAS, the Delta variant is highly transmissible in indoor settings; and WHEREAS, breakthrough cases are becoming more common; and WHEREAS, on October 4, 2021, the City Council adopted Resolution No. 2021-57 Proclaiming The Continuing Need To Meet By Teleconference Pursuant To Government Code Section 54953 (e).
NOW, THEREFORE, BE IT HEREBY RESOLVED by the City Council of the City of Carmelby-the-Sea that:
Section 1. Imminent Risk to Health and Safety. Due to COVID-19, holding City Council and other legislative body meetings in person will present imminent risk to the health and safety to attendees.
Section 2. Findings. The City Council has reconsidered the circumstances of the state of emergency and finds that: (1) The state of emergency continues to directly impact the ability of the members to meet safely in person and (2) The County of Monterey continues to recommend measures to promote social distancing.
Section 2. Compliance with Government Code Section 54953. The City Council and other legislative bodies will continue to meet by teleconference in accordance with Government Code section 54953(e).
Attachment 1
Resolution 2023-010
Section 3. Effective Date of Resolution. This Resolution shall take effect immediately upon its adoption and shall be effective until the earlier of (i) 30 days from the date of adoption of this Resolution, or (ii) such time the City Council adopts a subsequent resolution rescinding this Resolution.
Section 4. Future Resolutions. The City Council expressly reserves the right to adopt Resolutions more than 30 days after this date of adoption of this Resolution to authorize the City Council and other legislative bodies to continue to meet by teleconference in accordance with Government Code section 54953(e) provided that a State of Emergency exists as of the date of adoption of such Resolutions.
PASSED AND ADOPTED by the City Council of the City of Carmel-by-the-Sea this 7 th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
__________________________ _________________________
Dave Potter Nova Romero, MMC
Mayor City Clerk
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Brian Pierik, City Attorney
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-011, Declaring the continued existence of a local emergency due to the 2022-23 Atmospheric River Winter Storm Event
RECOMMENDATION:
Motion to adopt Resolution 2023-011, declaring the continued existence of a local emergency due to the 2022-23 Atmospheric River Winter Storm Event.
BACKGROUND/SUMMARY:
On December 30 and 31, 2022, Monterey County (“County”) and the City of Carmel by-the-Sea (“City”), experienced a major rain event (the “2022-23 Atmospheric River Winter Storm”). As a result of the 2022-23 Atmospheric River Winter Storm, major flooding in the County and the City caused damage to public and private property. Damage to public infrastructure has included localized flooding, roadway slope erosion and embankment slip-outs, debris flows, landslides, and culvert failure affecting the safety of said roadways; obstruction of public roadways from stormwater, storm debris, fallen trees, and roadway failure; damage to storm drain infrastructure; and damage to public and private utilities and damage to public facilities and parks throughout the County and in the City.
On January 4, 2023, California Governor Gavin Newsom proclaimed a state of emergency in response to severe winter storms that relate to a series of atmospheric river systems that struck California in December 2022, and are forecasted to continue.
On January 4, 2023, Interim County Administrative Officer of the County proclaimed the existence of a local emergency on January 4, 2023, and the Board of Supervisors of the County adopted a resolution ratifying the proclamation of a local emergency.
On January 13, 2023, based on the events described above, Chip Rerig (City Administrator of the City and the Director of Emergency Services of the City) issued a Proclamation of Existence of a Local Emergency by the City Administrator (Attachment 1).
On January 17, 2023, Council adopted Resolution 2023-008 Ratifying the Proclamation of the existence of a local emergency due to the 2022- 2023 Atmospheric River Winter Storm Event (Attachment 2).
CURRENT SITUATION
On January 14, 2023, President Joe Biden declared that a major disaster exists in the State of California and ordered Federal aid to supplement State, tribal, and local recovery efforts in the areas affected by severe winter storms, flooding, landslides, and mudslides beginning on December 27, 2022, and continuing. The President’s action makes Federal funding available to affected individuals in the counties of Merced, Sacramento, and Santa Cruz. On January 17, Monterey County was added to the list of affected counties.
State and local teams have begun and continue to conduct damage assessments in areas of the county impacted by flooding, including Carmel River State Beach, where the beach access parking lot was buried in sand and a large portion of Scenic Drive was damaged. Both the parking lot and the southern end of Scenic Drive remains closed due to these damages. Officials with Monterey County are continuing to gather damage information caused by the 2023 Winter Storm countywide. The last estimate of damages caused by the storm is nearly $80 million.
The true extent of the damage caused by the 2022-23 Atmospheric River Winter Storm and cost of damages to Carmel-by-the-Sea has yet to be ascertained. Soil conditions in the City remain saturated as a result of the 2022-23 Winter Storm increase the likelihood of further damage from earth slippage events, including the potential for flooding. City Staff is currently working on storm recovery and will continue for the next several months.
Conclusion
Per Resolution 2023-008, the local emergency due to the Winter Storms shall be deemed to continue to exist and shall be reviewed at least once every 30 days until its termination is proclaimed by the City Council of the City of Carmel-by-the-Sea per California Government Code section 8630. By adopting Resolution 2023-11, (Attachment 3) the declaration of the local emergency due to the Winter Storm Event will be renewed for another 30 days.
FISCAL IMPACT:
No direct fiscal impact for this action. FISCT
PRIOR CITY COUNCIL ACTION:
On January 17, 2023, Council adopted Resolution 2023-008 Ratifying the Proclamation of the existence of a local emergency due to the 2022-2023 Atmospheric River Winter Storm Event, effective for 30 days (through February 16, 2023)
ATTACHMENTS:
Attachment 1) Proclamation of Existence of Local Emergency (Winter Storm 22-23) Attachment 2) Resolution 2023-008 (adopted 1/17/2023)
Attachment 3) Draft Resolution 2023-011
PROCLAMATION OF EXISTENCE OF A LOCAL EMERGENCY
BY THE CITY ADMINISTRATOR
WHEREAS, the California Emergency Services Act (California Government Code sections 8639, 8550, et. seq.) defines a local emergency as the existence of conditions of disaster or of extreme peril to the safety of persons and property within the territorial limits of a city, caused by conditions such as an epidemic, which are or are likely to be beyond the control of the services, personnel, equipment, and facilities of a city, and require the combined forces of other political subdivisions to combat; and WHEREAS, Chapter 2, section 2.64.020 of the City of Carmel-by-the-Sea ("City") Municipal Code defines emergency as the actual or threatened existence of conditions of disaster or of extreme peril to the safety of persons and property within this City, including conditions such as an epidemic, which are or are likely to be beyond the control of the services, personnel, equipment, and facilities of this City, requiring the combined forces of other political subdivisions to combat; and
WHEREAS, Chapter 2, section 2.64.050 of the City of Carmel-bythe-Sea ("City") Municipal Code designates the City Administrator as the Director of Emergency Services for the City; and
WHEREAS, Chapter 2, section 2.64.060 empowers the City Administrator, as the Director of Emergency Services, to proclaim the existence or threatened existence of a local emergency when the City Council is not in session so long as such proclamation is ratified by the City Council within seven (7) days; and WHEREAS, California Governor Gavin Newsom proclaimed a state of emergency on January 4, 2023, in response to sever winter storms that relate to a series of atmospheric river systems that struck California in December 2022, and are forecasted to continue, and
WHEREAS, the interim County Administrative Officer of the County of Monterey proclaimed the existence of a local emergency on January 4,2023, and WHEREAS, the Board of Supervisors of the County of Monterey adopted a resolution ratifying the County Administrative Officer's proclamation of a local emergency issued on January 4,2023: and
WHEREAS, on December 30 and 31, 2022, Monlerey County, including the City, experienced a major rain event (hhe "2022-23 Atmospheric River Winter Storm"); and WHEREAS, as a result oI lhe 2022-23 Atmospheric River Winter Storm, major flooding in the County, including the City, caused damage to public and private property, such as road closures, and loss of power; and
Attachment 1
WHEREAS, current estimates of the damage caused by the 2022-23 Atmospheric River Winter Storm exceed $1.5 million, and the true extent of the damage caused by the 2022-23 Atmospheric River Winter Storm has yet to be ascertained; and WHEREAS, soil conditions in the City and remain saturated as a result of lhe 2022- 23 Atmospheric River Winter Storm and an additional atmospheric storm event is expected on January '14, 15, and 16, increasing the likelihood of further damage from earth slippage events, including the potential for flooding; and NOW, THEREFORE, the Director of Emergency Services finds that A. Conditions caused by the 2022-23 Atmospheric River Winter Storm in the City, including without limitations the cunently undiscovered damage related to the 2022' 23 Atmospheric River Winter Storm, constitute conditions of disaster and extreme peril to the safety of persons, their property, and public services; and B. An emergency, as defined in Section 2.64.020 of the City Municipal Code, Government Code Section 8558(c), the Public Contracts Code Section 'l 102, now exists in the City; and
C. During the existence of said local emergency the powers, functions, and duties of the City Manager or designee shall be those prescribed by State law and the ordlnances, resolutions, codes, and approved plans of the City in order to mitigate the effects of local emergency; and
D. Pursuant to section 2.64.O2O of the City municipal code, all expenditures made in connection with this local emergency, including mutual aid activities, shall be deemed to be fir the first protection and benefit of the inhabitants and property of the City, and E. The City Administrator, or his designee, is hereby, designated as the authorized Agent for the City for the purposes of receipt, processing, and coordination of all inquiries and requirement necessary to obtain available County, State, and Federal assistance; and
F. Pursuant to Government Code section 8630, the local emergency shall be deemed to continue to exist for a period of up to seven (7) days, and thereafter by ratification and extension by the City Council until it is terminated by the City Council.
G. At the time of this proclamation, the City Council is not in session WHEREAS, various other roads and infrastructure in the City have been damaged as a result of the 2022-23 Atmospheric River Winter Storm; and WHEREAS, damage to infrastructure have included localized flooding, roadway slope erosion and embankment slip-outs, debris flows, landslides, and culvert failure affecting the safety of said roadways; obstruction of public roadways from stormwater, storm debris and roadway failure; damage to storm drain infrastructure; and damage to public and private utilities and damage to public facilities and parks throughout Monterey County; and,
Attachment 1
NOW, THEREFORE, BE lT RESOLVED, a local emergency is hereby declared on January 12, 2023, at 11:00 a.m. within the City of Carmel-bythe-Sea. During the local emergency, the powers and duties of the City Administrator and of the City Council shall be as defined in state and federal law, and the ordinances, resolutions, and approved plans of the City of Carmel-bythe-Sea in order to mitigate the effects of said local emergency; and
This proclamation shall be transmitted to the City Council within seven (7) days for ratification, and this local emergency shall continue until terminated by further declaration of the undersigned, or by resolution of the City Council.
SIGNED AND SUBSCRIBED on this 13th day of January 2023
Director of Emergency Services
Chip Rerig
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-008
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA
RATIFYING THE CITY ADMINISTRATOR'S PROCLAMATION OF THE EXISTENCE OF A LOCAL EMERGENCY DUE TO THE 2022-2023 ATMOSPHERIC RIVER WINTER STORM WHEREAS, the California Emergency Services Act (California Government Code sections 8639, 8550, et. seq.) defines a local emergency as the existence of conditions of disaster or of extreme peril to the safety of persons and property within the territorial limits of a city, caused by conditions such as an epidemic, which are or are likely to be beyond the control of the services, personnel, equipment, and facilities of a city, and require the combined forces of other political subdivisions to combat; and
WHEREAS, Chapter 2, section 2.64.020 of the City of Carmel-by-the-Sea ("City") Municipal Code defines emergency as the actual or threatened existence of conditions of disaster or of extreme peril to the safety of persons and property within this City, including conditions such as an epidemic, which are or are likely to be beyond the control of the services, personnel, equipment, and facilities of this City, requiring the combined forces of other political subdivisions to combat; and
WHEREAS, Chapter 2, section 2.64.050 of the City of Carmel-by-the-Sea ("City") Municipal Code designates the City Administrator as the Director of Emergency Services for the City; and
WHEREAS, Chapter 2, section 2.64.060 empowers the City Administrator, as the Director of Emergency Services, to proclaim the existence or threatened existence of a local emergency when the City Council is not in session so long as such proclamation is ratified by the City Council within seven (7) days; and
WHEREAS, California Governor Gavin Newsom proclaimed a state of emergency on January 4, 2023, in response to sever winter storms that relate to a series of atmospheric river systems that struck California in December 2022, and are forecasted to continue; and WHEREAS, the interim County Administrative Officer of the County of Monterey proclaimed the existence of a local emergency on January 4, 2023; and WHEREAS, the Board of Supervisors of the County of Monterey adopted a resolution ratifying the County Administrative Officer’s proclamation of a local emergency issued on January 4, 2023; and
WHEREAS, on December 30 and 31, 2022, Monterey County, including the City, experienced a major rain event (the “2022-23 Atmospheric River Winter Storm”); and WHEREAS, as a result of the 2022-23 Atmospheric River Winter Storm, major flooding in the County, including the City, caused damage to public and private property, such as road closures, and loss of power; and
WHEREAS, various other roads and infrastructure in the City have been damaged as a result of the 2022-23 Atmospheric River Winter Storm; and Attachment 2
WHEREAS, damage to infrastructure have included localized flooding, roadway slope erosion and embankment slip-outs, debris flows, landslides, and culvert failure affecting the safety of said roadways; obstruction of public roadways from stormwater, storm debris and roadway failure; damage to storm drain infrastructure; and damage to public and private utilities and damage to public facilities and parks throughout Monterey County; and WHEREAS, current estimates of the damage caused by the 2022-23 Atmospheric River Winter Storm exceed $1.5 million, and the true extent of the damage caused by the 2022-23 Atmospheric River Winter Storm has yet to be ascertained; and WHEREAS, soil conditions in the City and remain saturated as a result of the 2022-23 Atmospheric River Winter Storm and an additional atmospheric storm event is expected on January 14, 15, and 16, increasing the likelihood of further damage from earth slippage events, including the potential for flooding; and
WHEREAS, based on said events, the City Administrator of the City of Carmel-by-theSea declared the existence of a local emergency within the City on January 13, 2023
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA, that the Proclamation of the Existence of a Local Emergency issued by the City Administrator acting as the Director of Emergency Services is hereby confirmed and ratified by the City Council of the City of Carmel-by-the-Sea; and BE IT FURTHER RESOLVED, that said local emergency shall be deemed to continue to exist and shall be reviewed at least once every 30 days until its termination is proclaimed by the City Council of the City of Carmel-by-the-Sea per California Government Code section 8630; and BE IT FURTHER RESOLVED, that the City Administrator or his designee is authorized to take whatever other action is authorized under the Carmel-by-the-Sea Municipal Code and state and federal law, subject to any required authorization from the City Council, consistent with this Resolution and its basic purposes.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 17th day of January 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
___________________________ _____________________________ Dave Potter, Mayor Nova Romero, MMC, City Clerk
Attachment 2
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-011
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DECLARING THE CONTINUED EXISTENCE OF A LOCAL EMERGENCY DUE TO THE 2022- 2023 ATMOSPHERIC RIVER WINTER STORM
WHEREAS, the California Emergency Services Act (California Government Code sections 8639, 8550, et. seq.) defines a local emergency as the existence of conditions of disaster or of extreme peril to the safety of persons and property within the territorial limits of a city, which are or are likely to be beyond the control of the services, personnel, equipment, and facilities of a city, and require the combined forces of other political subdivisions to combat; and WHEREAS, Chapter 2, section 2.64.020 of the City of Carmel-by-the-Sea ("City") Municipal Code defines emergency as the actual or threatened existence of conditions of disaster or of extreme peril to the safety of persons and property within this City, which are or are likely to be beyond the control of the services, personnel, equipment, and facilities of this City, requiring the combined forces of other political subdivisions to combat; and WHEREAS, Chapter 2, section 2.64.050 of the City of Carmel-by-the-Sea ("City") Municipal Code designates the City Administrator as the Director of Emergency Services for the City; and
WHEREAS, Chapter 2, section 2.64.060 empowers the City Administrator, as the Director of Emergency Services, to proclaim the existence or threatened existence of a local emergency when the City Council is not in session so long as such proclamation is ratified by the City Council within seven (7) days; and
WHEREAS, California Governor Gavin Newsom proclaimed a state of emergency on January 4, 2023, in response to sever winter storms that relate to a series of atmospheric river systems that struck California in December 2022, and are forecasted to continue; and WHEREAS, the Board of Supervisors of the County of Monterey adopted a resolution ratifying the County Administrative Officer’s proclamation of a local emergency issued on January 4, 2023; and
WHEREAS, on December 30 and 31, 2022, Monterey County, including the City, experienced a major rain event (the “2022-23 Atmospheric River Winter Storm”); and WHEREAS, as a result of the 2022-23 Atmospheric River Winter Storm, major flooding in the County, including the City, caused damage to public and private property, such as road closures, and loss of power; and
WHEREAS, various other roads and infrastructure in the City have been damaged as a result of the 2022-23 Atmospheric River Winter Storm; and WHEREAS, damage to infrastructure have included localized flooding, roadway slope erosion and embankment slip-outs, debris flows, risk of falling trees, landslides, and culvert failure affecting the safety of said roadways; obstruction of public roadways from stormwater, storm debris, fallen trees and roadway failure; damage to storm drain infrastructure and other infrastructure; and Attachment 3
Resolution 2023-011
WHEREAS, Monterey County currently estimates of the damage caused by the 2022-23 Atmospheric River Winter Storm exceed $80 million, and the true extent of the damage caused by the 2022-23 Atmospheric River Winter Storm has yet to be ascertained; and WHEREAS, based on said events, the City Administrator of the City of Carmel-by-theSea declared the existence of a local emergency within the City on January 13, 2023; and WHEREAS, the Proclamation of the Existence of a Local Emergency issued by the City Administrator acting as the Director of Emergency Services was ratified by the City Council of the City of Carmel-by-the-Sea on January 17, 2023; and
WHEREAS, said local emergency shall be deemed to continue to exist and shall be reviewed at least once every 30 days until its termination is proclaimed by the City Council of the City of Carmel-by-the-Sea per California Government Code section 8630; and WHEREAS, the City Administrator or his designee is authorized to take whatever other action is authorized under the Carmel-by-the-Sea Municipal Code and state and federal law, subject to any required authorization from the City Council, consistent with this Resolution and its basic purposes.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CARMELBY-THE-SEA THAT:
Section 1. Imminent Risk to Health and Safety. Soil conditions in the City and remain saturated as a result of the 2022-23 Atmospheric River Winter Storm, increasing the likelihood of further damage from earth slippage events, including the potential for flooding, risk of falling trees, and other infrastructure damage.
Section 2. Effective Date of Resolution. This Resolution shall take effect immediately upon its adoption and shall be effective until the earlier of (i) 30 days from the date of adoption of this Resolution, or (ii) such time the City Council adopts a subsequent resolution rescinding this Resolution.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 7th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
___________________________ _____________________________ Dave Potter, Mayor Nova Romero, MMC, City Clerk
Attachment 3
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Maxine Gullo, Ass't. City Administrator
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: Resolution 2023-012 adopting the Fiscal Year 2023-2024 budget schedule RECOMMENDATION:
Adopt Resolution 2023-012 adopting the Fiscal Year 2023-2024 budget schedule.
BACKGROUND/SUMMARY:
This item is on the Council's agenda to adopt the Fiscal Year 2023-2024 budget schedule in accordance with the Carmel-by-the-Sea Municipal Code. Specifically, Municipal Code Section 3.06.020 requires the City Administrator to present a proposed budget schedule to Council on or before February 15 of each year. The budget schedule includes several meetings to encourage public participation in developing and prioritizing capital projects, programs and services given limited resources. The Fiscal Year 2023-2024 covers the period of July 1, 2023 through June 30, 2024.
FISCAL IMPACT:
There is no fiscal impact associated with adopting this budget schedule.
PRIOR CITY COUNCIL ACTION:
Not applicable.
ATTACHMENTS:
Attachment 1) Resolution 2023-012
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-012
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA APPROVING THE FISCAL YEAR 2023-2024 BUDGET SCHEDULE
WHEREAS, Carmel-by-the-Sea Municipal Code §3.06.020 requires the City Administrator to present to Council a proposed budget schedule on or before February 15 of each year; and WHEREAS, the budget schedule includes public meeting dates pertaining to the development and review of the capital improvement plan and annual operating budget to allow for public participation in the budget process; and
WHEREAS, the budget schedule is intended to allow City Council time to deliberate while also ensuring the budget is adopted before July 1 in accordance with the City’s Municipal Code.
NOW THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES HEREBY:
Approve the Fiscal Year 2023-2024 budget schedule per Exhibit A.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 7th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_____________________________ _____________________________ Dave Potter, Mayor Nova Romero, MMC, City Clerk
Attachment 1
Resolution 2023-012
EXHIBIT A
Activity Date*
Adoption of FY 23-24 Budget Schedule Council Meeting, Feb. 7 Development: FY 23-24 Operating Budget /
Five-Year Capital Improvement Plan (CIP) &
Five-Year Financial Forecast
February - March 2023
Five-Year CIP and Financial Forecast Workshop Special Council Meeting Week of March 15, 2023
Council consideration of funding projects as part of the FY 22-23 Capital Improvement Plan (CIP)
Council Meeting
April 4, 2023
Submittal of FY 22-23 Proposed Budget to Council Council Meeting May 2, 2023
FY 22-23 Proposed Budget Workshop Special Council Meeting Week of May 15, 2023
Adoption of FY 22-23 Budget and GANN Limit Council Meeting June 6, 2023
Adoption of FY 22-23 Budget and GANN Limit as Needed Special Council Meetings June 13, 2023
June 20, 2023
FY 22-23 Begins July 1, 2023
*Dates are tentative and subject to change
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Robert Harary, P.E, Director of Public Works APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-013, declaring the 1994 Ford F-250, 2012 Ford Expedition, 2013 Go-4, 2014 Dodge Charger, 2017 Ford Escape, and 2010 Isuzu Street Sweeper, as surplus and authorizing their sale at auction
RECOMMENDATION:
Adopt Resolution 2023-013, declaring the 1994 Ford F-250, 2012 Ford Expedition, 2013 Go-4, 2014 Dodge Charger, 2017 Ford Escape, and 2010 Isuzu Street Sweeper, as surplus and authorizing their sale at auction.
BACKGROUND/SUMMARY:
The City currently owns the following six vehicles which are no longer in service and should now considered surplus:
1) A 1994 Ford F-250, with 70,840 miles, was previously used by the Public Works Department.
This vehicle was replaced by a 2019 Ford F-350.
2) A 2012 Ford Expedition, with 68,280 miles, was used by the Police Department. This vehicle was replaced by a 2021 Dodge Durango.
3) A 2013 Go-4 Parking Enforcement Vehicle, with 45,000 miles, was used by the Police Department. This vehicle was replaced by a 2014 Smart Car. 4) A 2014 Dodge Charger, with 66,000 miles, was also used by the Police Department. This vehicle was replaced by a 2021 Dodge Durango.
5) A 2017 Ford Escape, with 13,111 miles, was used by the Community Planning and Building Department. This vehicle was replaced with two electric Gem cars. 6) A 2010 Isuzu Street Sweeper, with 45,900 miles, was used by the Public Works Department.
This vehicle will be replaced by a 2022 Ravo 5 electric street sweeper with expected delivery in April 2023. To City will not sell the existing sweeper until the replacement unit has arrived and is in service.
All six vehicles will be posted on “Public Surplus,“ an online government auction website.
In accordance with Carmel Municipal Code (CMC) Section 3.16.040, Council must authorize the sale of property valued over $500. Per CMC Section 3.16.050, the City may waive the bidding process and approve the sale of property to any individual, firm or corporation.
FISCAL IMPACT:
The Kelley Blue Book value for the first five vehicles listed above is approximately $27,000. These vehicles are drivable. Vehicle 6, the Isuzu Street Sweeper, should be decommissioned, but may have salvage value for parts – a value of which is unknown.
Actual funds received at auction for these vehicles will be returned to the Vehicle and Equipment Fund #503-513-00 via a budget adjustment and resolution when funds are received.
PRIOR CITY COUNCIL ACTION:
In September 2018, Council adopted Resolution 2018-104 declaring a 1998 Ford Explorer Fire inspection vehicle and a 1989 Police Harley Davidson motorcycle as surplus and authorizing their sale.
ATTACHMENTS:
Attachment 1) Resolution 2023-013
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-013
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DECLARING THE 1994 FORD F-250, 2012 FORD EXPEDITION, 2013 GO-4, 2014 DODGE CHARGER, 2017 FORD ESCAPE, AND 2010 ISUZU STREET SWEEPER AS SURPLUS AND AUTHORIZING THEIR SALE AT
AUCTION
WHEREAS, the City owns a 1994 Ford F-250 that was previously used by the Public Works Department and replaced by a 2019 Ford F-350; and
WHEREAS, the City owns a 2012 Ford Expedition that was used by the Police Department and replaced with a 2021 Dodge Durango; and
WHEREAS, the City owns a 2013 Go-4 Parking Enforcement Vehicle that was used by the Police Department and replaced with a 2014 Smart Car; and
WHEREAS, the City owns a 2014 Dodge Charger that was used by the Police Department and replaced with a 2021 Dodge Durango; and
WHEREAS, the City owns a 2017 Ford Escape that was used by the Community Planning and Building Department and replaced by two electric Gem cars; and WHEREAS, the City owns a 2010 Isuzu Street Sweeper that was used by the Public Works Department and which will be replaced by a 2022 Ravo 5 electric street sweeper; and WHEREAS, in accordance with Carmel Municipal Code Sections 3.16.040 and 3.16.050, the City Council must authorize the sale of property valued over $500.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THESEA:
Declares the 1994 Ford F-250, 2012 Ford Expedition, 2013 Go-4, 2014 Dodge Charger, 2017 Ford Escape, and 2010 Isuzu Street Sweeper as surplus and authorizes their sale at auction.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 8th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_________________________ _________________________
Dave Potter Nova Romero, MMC
Mayor City Clerk
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Robert Harary, P.E, Director of Public Works APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-014, authorizing the City Administrator to execute Amendment No. 1 to the Professional Services Agreement with Ten Over Studio for architectural services for five facility renovation projects, for a fee not to exceed $78,900 RECOMMENDATION:
Adopt Resolution 2023-014, authorizing the City Administrator to execute Amendment No. 1 to the Professional Services Agreement with Ten Over Studio for architectural services for five facility renovation projects, for a fee not to exceed $78,900.
BACKGROUND/SUMMARY:
In June 2022, Council adopted Resolution 2022-048 approving 25 Fiscal Year 2022/23 Capital Improvement Projects, including the following five facility renovations projects with a combined budget of $615,000:
· City Hall Roof Replacement
· Harrison Memorial Library (HML) Exterior and Interior Painting · HML Generator
· Sunset Center Hazardous Materials Remediation and Exterior Painting · Sunset Center Cottage Windows Repairs
In August 2022, Council adopted Resolution 2022-065, awarding a Professional Services Agreement to Ausonio, Incorporated to provide Project Management Services for delivery of nine facility renovation projects, including these Projects.
Consultant Selection Process
In April 2022, requests for Statements of Qualifications (SOQs) were advertised, from San Jose to Sacramento to San Luis Obispo, seeking qualifications from consultants covering 14 professional service areas, including Architectural Services. In May 2022, seven SOQs were received for architectural services, which identified facility renovations as proposed projects.
In September 2022, a Selection Committee consisting of two Project Managers with Ausonio and the Public Works Director independently evaluated the SOQs and tentatively identified Ten Over Studio and Wald, Ruhnke & Dost Architects as most qualified to provide these architectural services.
Informal interviews were held with both firms after which it was determined that Ten Over Studio had the fullservice team and similar on-call services contracts, and were best suited for these projects.
A Professional Services Agreement was prepared with Ten Over Studio with a base fee of $24,999 to provide on-call, as needed services for other projects. The Agreement was executed in December 2022.
Concurrently, Ten Over Studio and staff negotiated their proposals to provide the services needed for these five facility renovation projects.
Scope of Services
Ten Over Studio recognizes that all three buildings are historic structures. Their key tasks include:
· Site visit
· Preparing roofing and demolition plans and details
· Electrical engineering plans and calculations for the generator · Preparing window replacement and painting schedules
· Using field photos, rather than formal plans, where possible · Preparing technical and performance-based specifications · Providing bidding and construction support services
· Coordinating with Ausonio and City staff
Ausonio will complement this work by checking plans, preparing cost estimates, assembling construction bid documents, processing building permits, and coordinating with another City consultant regarding hazardous materials testing and remediation services for the HML and Sunset Center.
The work is scheduled to be completed within three months following issuance of a Notice to Proceed.
FISCAL IMPACT:
No. Project
Total
Budget
Ten Over
Studio Fee
Ausonio
Fee FY 23
1 City Hall Roof $100,000 $13,500 $10,000
2 HML Painting 200,000 16,000 15,000
3 HML Generator 60,000 21,000 10,000
4 Sunset Ctr Painting 150,000 11,500 20,000
5 Cottage Windows 105,000 16,900 15,000
Totals $615,000 $78,900 $70,000
The fee for Ten Over Studio to provide these architectural services through construction is $78,900, representing 12.8% of the combined project budget. The total fee for Ten Over Studio for the original Agreement authorization of $24,999 plus this Amendment No. 1 is $103,899. The estimated fee for Ausonio to provide project management services for these five projects is $70,000, leaving a balance of $466,100 for construction.
These five facility renovation projects were bundled together for efficiency for the design, bidding, and construction phases, where we will compile one set of bidding documents and award one construction contract with one general contractor, rather than five separate contracts. This bundling approach also provides a cost advantage due to economy of scale. Considering the rising costs of inflation, construction labor shortages, and supply chain challenges, it is anticipated that additional funds will be needed at the time that a construction contract is awarded.
A sixth facility renovation project, namely carpet replacement in the HML, will also be included in this combined project; however, architectural services are not required for this component. The carpet replacement will be included as a Bid Additive that could easily be awarded, or deferred, at the time of construction contract award depending on the status of the Library Master Plan project being performed by others.
All expenditures for these projects are covered in the Capital Projects Fund Account 301-311-00-43008.
PRIOR CITY COUNCIL ACTION:
At the June 7, 2022 meeting, Council adopted Resolution 2022-048 approving 25 new FY 2022/23 Capital Improvement Projects, including all five (5) facility renovation projects covered in this report, with a combined budget of $720,000.
In August, 2022, Council adopted Resolution 2022-065, awarding a Professional Services Agreement with Ausonio, Inc. for Project Management Services for delivery of nine facility renovation projects, including these projects.
ATTACHMENTS:
Attachment 1) Resolution 2023-014
Attachment 2) Amendment No. 1 and Professional Services Agreement with Ten Over Studio
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-014
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA AUTHORIZING THE CITY ADMINISTRATOR TO EXECUTE AMENDMENT NO. 1 TO THE
PROFESSIONAL SERVICES AGREEMENT WITH TEN OVER STUDIO FOR
ARCHITECTURAL SERVICES FOR FIVE FACILITY RENOVATION PROJECTS, FOR A FEE NOT TO EXCEED $78,900
WHEREAS, on June 7, 2022, Council adopted Resolution 2022-048 approving 25 Fiscal Year 2022/23 Capital Improvement Projects, including the City Hall Roof Replacement, Harrison Memorial Library (HML) Exterior and Interior Painting Project, HML Generator, Sunset Center Hazardous Materials Remediation and Exterior Painting Project, and Sunset Center Cottage Windows Repairs, with a combine budget of $615,000; and WHEREAS, in May 2022, seven Statements of Qualifications were received from consultants to provide architectural services, which identified facility renovations as proposed projects; and
WHEREAS, in September 2022, a Selection Committee identified Ten Over Studio as the best qualified firm for these facility renovation projects; and WHEREAS, a Professional Services Agreement was developed with Ten Over Studio for on-call architectural services and executed in December 2022 with a base fee of $24,999; and WHEREAS, proposals were negotiated with Ten Over Studio to provide the architectural services needed for these five facility renovation projects with a combine fee not to exceed $78,900; and
WHEREAS, sufficient funding is available in the Capital Projects Fund.
NOW THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES HEREBY:
Authorize the City Administrator to execute Amendment No. 1 to the Professional Services Agreement with Ten Over Studio, for architectural services for five facility renovation projects, for a fee not to exceed $78,900.
Attachment 1
Resolution No. 2023-014
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BYTHE-SEA this 7th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_________________________ _________________________
Dave Potter Nova Romero, MMC
Mayor City Clerk
Attachment 1
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CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Robert Harary, P.E, Director of Public Works APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-015 authorizing the City Administrator to approve Purchase Orders with John Ley’s Tree Service for a fee not to exceed $50,000 and Tope’s Tree service for a fee not to exceed $40,000
RECOMMENDATION:
Adopt Resolution 2023-015 authorizing the City Administrator to approve Purchase Orders with John Ley’s Tree Service for a fee not to exceed $50,000 and Tope’s Tree service for a fee not to exceed $40,000.
BACKGROUND/SUMMARY:
Public Works/Forestry has a long history of working with qualified, licensed tree contractors to supplement the City’s forestry crews with tree planting, watering, pruning, removals, and stump grinding. For the past four Fiscal Years, 2018/19 through 2021/22, the City had on-call, as-needed contracts with up to five tree care contractors, including John Ley’s Tree Service and Tope’s Tree Service. However, these contracts expired on June 30, 2022.
Last fall, staff updated bidding documents and technical specifications for tree care services. In addition to updating safety standards and technical requirements for pruning and removals, new requirements were added to provide qualified consultant arborist services, and to ensure mandatory response to emergency call outs. In addition, the bid cost schedules were modified to ensure that all bidders provide costs for all listed labor classifications, equipment, and waste hauling, whereas in prior bid proposals, bidders only had to list their own classifications and equipment (i.e. did not include subcontractors nor equipment rental rates). This new approach will result in more streamlined, “apples-to-apples” costs evaluations for Task Orders. Finally, these new contracts are intended to be awarded for an initial term of three years, with up to two, one-year extension periods.
This contract is currently being advertised for bids with the Bid Opening scheduled for February 14, 2023.
Contracts are anticipated to be presented to the City Council for award at the March 7 th meeting.
Between July 2002 and the start of the significant January 2023 storms, Forestry staff performed the lion’s share of the field work (pruning, planting, removals), supplemented by John Ley, Tope’s, and Iverson Tree Service. These contractors were issued Purchase Orders totalling a maximum of $24,999, the limit for the City Administrator’s authorization. Prior to the storms, $42,373 of the $74,997 maximum authorization (56%) were expended.
Storm recovery associated with tree removals and debris hauling is still in progress at the time of this report, but preliminary estimates are that the work will cost up to $50,000 for John Ley’s Tree Service plus $40,000 for Tope’s Tree Service. New Purchase Orders in these amounts will be issued upon adoption of the Resolution.
FISCAL IMPACT:
The Public Works/Forestry operating budget for Contract Services was $521,500 in Account No. 101-119- 45-42101. As of December 31, 2022, $284,038 (54%) remained available in this account, which is more than sufficient to issue these new Purchase Orders totaling $90,000. Only $15,000 was estimated for emergency tree services based on costs over the past several years of storms. This budget estimate will be increased in future year budgets.
Funding from this account will also be needed for the upcoming tree service contracts to be awarded at the March Council meeting.
PRIOR CITY COUNCIL ACTION:
In September 2018, for FY 2018/19, Council authorized the City Administrator to execute an On-Call Tree Maintenance Service Contract with John Ley’s Tree Service for $100,000 (Resolution 2018-097) and an initial one-year term ending June 30, 2019. In July 2019, for FY 2019/20, Council authorized the City Administrator to execute Change Order No.1 for $100,000 (Resolution 2019-048) and extend their term through June 30, 2020. For FY 2020/21, the City Administrator executed Change Order No. 2 for $24,999 and extended their term through June 30, 2021. For FY 2021/22, the City Administrator executed Change Order No. 3 for $24,999 and extended their term through June 30, 2022. In January 2022, Council authorized the City Administrator to execute Change Order No. 4 for an additional $70,000 (Resolution 2022-002).
In September 2018, for FY 2018/19, Council authorized the City Administrator to execute an On-Call Tree Maintenance Service Contract with Tope’s Tree Service, Inc. for $100,000 (Resolution 2018-098) and an initial one-year term ending June 30, 2019. In July 2019, for FY 2019/20, Council authorized the City Administrator to execute Change Order No.1 for $100,000 (Resolution 2019-049) and extend their term through June 30, 2020. For FY 2020/21, the City Administrator executed Change Order No. 2 for $24,999 and extending their term through June 30, 2021. In October 2021, Council authorized the City Administrator to execute Change Order No. 3 for an additional $65,000 and extending the term through June 30, 2022 (Resolution 2021-066).
ATTACHMENTS:
Attachment 1) Resolution 2023-015
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-015
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA
AUTHORIZING THE CITY ADMINISTRATOR TO APPROVE PURCHASE ORDERS WITH JOHN LEY TREE SERVICE FOR A FEE NOT TO EXCEED $50,000 AND TOPE TREE SERVICE FOR A FEE NOT TO EXCEED $40,000 FOR TREE RELATED WORK RESULTING FROM THE JANUARY 2023 STORMS
WHEREAS, the City’s Public Works/Forestry Division has a long history of working with qualified, licensed tree contractors to supplement the City’s forestry crews; and WHEREAS, prior on-call tree services contracts expired on June 30, 2022, and new, updated tree service contracts bid documents have been prepared and advertised for bids; and WHEREAS, between July 2022 and the significant January 2023 storms, forestry crews performed tree care services supplemented by three tree service contractors who were issued Purchase Orders with maximum amounts of $24,999; and
WHEREAS, the January 2023 storms resulted in an estimated cost for emergency tree services and tree debris hauling of up to $90,000; and
WHEREAS, sufficient funding is available in the Public Works/Forestry operating budget for Contract Services Account No. 101-119-45-42101.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CARMELBY-THE-SEA:
Approves Purchase Orders in the amount of $50,000 to John Ley’s Tree Service and $40,000 to Tope’s Tree Service for tree-related work resulting from the January 2023 storms.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 7th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_________________________ _________________________
Dave Potter Nova Romero, MMC
Mayor City Clerk
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Chip Rerig, City Administrator
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-016, granting consent to the City of Monterey to renew the Monterey County Tourism Improvement District (MCTID) and include the City of Carmel-bythe-Sea in the MCTID RECOMMENDATION:
Adopt Resolution 2023-016, granting consent to the City of Monterey to renew the Monterey County Tourism Improvement District (“MCTID”) and include the City of Carmel-by-the-Sea in the MCTID.
BACKGROUND/SUMMARY:
First launched in 2006 under the Property and Business Improvement Area Law of 1989 (’89 Law), the Monterey County Tourism Improvement District (MCTID) is a benefit assessment district proposed to continue as a revenue source to help fund marketing and sales promotion efforts for lodging businesses in Monterey County. In 2018, an effort to modernize the MCTID led to the disestablishment of the ’89 Law district and re-establishing the MCTID pursuant to the Property and Business Improvement District Law of 1994 (’94 Law). The five-year term of the MCTID is set to expire on December 31, 2023, and the required number of lodging business owners have submitted a written petition to renew the district. Pending successful renewal of the MCTID, the Owner’s Association will request to modify the current MCTID term to end early on June 30, 2023, with the renewed district beginning on July 1, 2023.
The 94 Law allows for the renewal of multi-jurisdictional tourism improvement districts, with consent of the included jurisdictions being granted to one “lead” jurisdiction. The City of Monterey has requested consent to continue to act as the lead jurisdiction in the renewal of the MCTID (Attachment 2), administering the MCTID countywide. Adopting this resolution will give the City of Monterey authority to include the City of Carmel-by-the-Sea in the renewed MCTID.
Management District Plan:
The Management District Plan (Attachment 3) includes the proposed boundary of the renewed MCTID, a service plan and budget, and a proposed means of governance. The MCTID shall include all lodging businesses, existing and in the future, located within the boundaries of the unincorporated areas of Monterey County and the cities of Carmel-by-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Monterey, Pacific Grove, Salinas, Sand City, Seaside, and Soledad. The MCTID is divided into two (2) benefit zones as described in the Plan.
The cities and County shall continue to be responsible for collecting the assessment on a monthly, bimonthly, or quarterly basis (including any delinquencies, penalties, and interest) from each lodging business located within the boundaries of the MCTID. The cities and County shall make all reasonable efforts to collect the assessments from each lodging business. The cities and County shall forward the assessments to Monterey County Destination Marketing Organization, Inc. d.b.a. Monterey County Convention and Visitors Bureau (MCCVB), serving as the MCTID Owner’s Association, which will have the responsibility of managing MCTID programs as provided in the Management District Plan.
Lodging business owners decided to pursue renewal of the MCTID in order to continue a revenue source devoted to marketing Monterey County as a tourist, meeting, and event destination. If renewed, the MCTID would generate an initial annual budget of approximately $8,856,266, increasing biennially as assessment rates increase, for the promotion of travel and tourism specific to Monterey County.
Result of recommended action:
The recommended action, adoption of the resolution granting consent to the City of Monterey (Attachment 1) to renew the MCTID and include the City of Carmel-by-the-Sea in the MCTID, will enable the City of Monterey and the Monterey County Convention and Visitors Bureau (MCCVB) to move forward with the MCTID renewal process. Upon successful renewal, the MCTID will continue to be governed by the TID Oversight Committee and the Management District Plan (MDP), facilitated by the Monterey City Council and the Monterey County Convention and Visitors Bureau (the Owner’s Association).
FISCAL IMPACT:
None immediately. Because the MCTID programs are intended to increase room night sales for assessed businesses within the MCTID, there may be an increase in tax collections.
The cities and the County may retain a fee equal to one percent (1%) of the amount of the assessment collected within their respective jurisdictions to cover their costs of collection and administration.
PRIOR CITY COUNCIL ACTION:
ATTACHMENTS:
Attachment 1) 2023-016
Attachment 2) City of Monterey MCTID renewal
Attachment 3) MCTID Management District Plan
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-16
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA, STATE OF
CALIFORNIA, GRANTING CONSENT TO THE CITY OF MONTEREY TO RENEW THE
MONTEREY COUNTY TOURISM IMPROVEMENT DISTRICT (MCTID)
WHEREAS, the City of Monterey initially created the MCTID in 2006 under the Parking and Business Improvement Area Law of 1989; and
WHEREAS, the MCTID was converted in 2019 under Property and Business Improvement District Law of 1994 by Resolution No. 18-147 for a five (5) year term, which ends December 31, 2023; and
WHEREAS, the City Council of the City of Monterey has requested consent to renew the MCTID in the City of Carmel-by-the-Sea with adoption of Monterey City Council Resolution No. 22-169, dated December 20, 2023.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Carmel-by-theSea, that:
Section 1: The above recitals are true and correct.
Section 2: The City of Monterey is hereby granted consent to include the City of Carmelby-the-Sea in the MCTID, for the renewal of the MCTID and future renewals.
Section 3: The City Clerk is hereby directed to transmit a certified copy of this Resolution to the Clerk of the City of Monterey City Council.
Section 4: This Resolution is effective upon its adoption.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BYTHESEA this 7th day of February, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_____________________________ ______________________________ Dave Potter, Nova Romero, MMC
Mayor City Clerk
Attachment 1
RESOLUTION NO. 22-169 C.S.
A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
REQUESTING CONSENT OF THE COUNTY OF MONTEREY AND CITIES OF CARMEL-BYTHE-SEA, DEL REY OAKS, GONZALES, GREENFIELD, KING CITY, MARINA, PACIFIC
GROVE, SALINAS, SAND CITY, SEASIDE, AND SOLEDAD TO CREATE THE MONTEREY
COUNTY TOURISM IMPROVEMENT DISTRICT
WHEREAS, the City Council of the City of Monterey desires to begin proceedings to form the Monterey County Tourism Improvement District (MCTID); WHEREAS, certain lodging business owners have requested that the City Council of the City of Monterey create the MCTID; and
WHEREAS, a portion of the territory proposed to be included in the MCTID lies within the boundaries of the unincorporated areas of the County of Monterey and the cities of Carmelby-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Monterey, Pacific Grove, Salinas, Sand City, Seaside, and Soledad (the “Granting County and Cities”), as shown on the map attached hereto as Exhibit A and incorporated herein by such attachment; and WHEREAS, the area of the unincorporated areas of the County of Monterey and the cities of Carmel-by-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Monterey, Pacific Grove, Salinas, Sand City, Seaside, and Soledad which lies within the boundaries of the proposed MCTID will, in the opinion of the City Council of the City of Monterey, be benefited by the improvements and activities, and the purpose sought to be accomplished by the work can best be accomplished by a single comprehensive scheme of work; WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.
Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that:
Section 1: The above recitals are true and correct.
Section 2: Consent of the County of Monterey and the cities of Carmel-by-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Pacific Grove, Salinas, Sand City, Seaside, and Soledad, through their Board of Supervisors and City Councils, is hereby requested to create DocuSign Envelope ID: 7C7CC4F7-A107-4C52-A72C-6C5DA3EF5E6E Attachment 2
2 the MCTID, and to grant to the City Council of the City of Monterey jurisdiction for all the purposes in connection with the creation, operation and future renewals of the proposed MCTID.
Section 3: The City Clerk is hereby directed to transmit a certified copy of this Resolution to the clerks of the Granting County and Cities.
PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this 20th day of December, 2022, by the following vote:
AYES: 5 COUNCILMEMBERS: Barber, Garcia, Haffa, Smith, Williamson NOES: 0 COUNCILMEMBERS: None
ABSENT: 0 COUNCILMEMBERS: None
ABSTAIN: 0 COUNCILMEMBERS: None
APPROVED:
ATTEST:
Mayor of said City
City Clerk thereof
DocuSign Envelope ID: 7C7CC4F7-A107-4C52-A72C-6C5DA3EF5E6E Attachment 2
EXHIBIT A
Attachment 2
2023-2033
MONTEREY COUNTY
TOURISM IMPROVEMENT DISTRICT
MANAGEMENT DISTRICT PLAN
November 2, 2022 Prepared pursuant to the Property and Business Improvement District Law of 1994, Streets and Highways Code section 36600 et seq.
Attachment 3
CONTENTS
I. OVERVIEW ........................................................................................................................................3 II. BACKGROUND ................................................................................................................................5 III. BOUNDARY.......................................................................................................................................7 IV. ASSESSMENT BUDGET AND SERVICES................................................................................9 A. Annual Service Plan ....................................................................................................9 B. Annual Assessment Budget........................................................................................11 C. California Constitutional Compliance ........................................................................12 D. Assessment................................................................................................................13 E. Penalties and Interest .................................................................................................14 F. Time and Manner for Collecting Assessments ...........................................................15 V. GOVERNANCE...............................................................................................................................16 A. Owners’ Association..................................................................................................16 B. Brown Act and California Public Records Act Compliance........................................16 C. Annual Report ...........................................................................................................16 APPENDIX 1 – LAW....................................................................................................................................17 APPENDIX 2 – ASSESSED BUSINESSES .............................................................................................28 APPENDIX 3 – BENEFITS BY HOTEL TYPE....................................................................................35 APPENDIX 4 - TOURISM ECONOMICS STUDY ..............................................................................37 Prepared by
Civitas
(800)999-7781
www.civitasadvisors.com
Attachment 3
MCTID Management District Plan 3
November 2, 2022
I. OVERVIEW
Developed by the Monterey County Destination Marketing Organization, Inc. d.b.a. Monterey County Convention and Visitors Bureau (MCCVB), the Monterey County Tourism Improvement District (MCTID) is an assessment district which provides specific benefits to payors by funding group sales and services and marketing communications activities for assessed businesses. This approach has been used successfully in other destination areas throughout the country to provide the benefit of additional room night sales directly to payors. The MCTID was initially created in 2006 pursuant to the Parking and Business Improvement Area Law of 1989 and was converted in 2019 pursuant to the Property and Business Improvement District Law of 1994 for a five (5) year term. MCCVB and Monterey County lodging businesses now wish to renew the MCTID for a ten (10) year term. Pursuant to Streets and Highways Code §36620.5, the City of Monterey shall continue to act as the lead jurisdiction for renewing the MCTID. The City of Monterey shall continue to receive MCTID annual reports. Funds raised through the MCTID are meant to supplement the Jurisdiction Partnership investments so as to have a competitive budget and business plan.
Location: The renewed MCTID includes all lodging businesses located within the boundaries of the unincorporated areas of Monterey County and the cities of Carmel-by-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Monterey, Pacific Grove, Salinas, Sand City, Seaside, and Soledad. The MCTID is divided into two (2) benefit zones, as shown on the map in Section IV.
Services: The MCTID is designed to provide specific benefits directly to payors by increasing demand for room night sales. Group business development and marketing communications activities will increase demand for overnight tourism and market Monterey County as a tourist, meeting and event destination, thereby increasing demand for room night sales for assessed businesses.
Budget: The total MCTID annual assessment budget for the initial year of its ten (10) year operation is anticipated to be approximately $8,856,266. This assessment budget is expected to increase as the assessment rate increases are adopted pursuant to this Plan, but this budget is expected to fluctuate as room sales do.
Cost: The assessment is a fixed amount per occupied room per night. The assessment is based on the business hotel type. Based on the benefit received, assessments shall not be collected on: stays of more than thirty (30) consecutive days; stays at vacation timeshare facilities; stays at vacation rentals; stays at RV parks; stays by any Federal or State of California officer or employee when on official business; and stays by any officer or employee of a foreign government who is exempt by reason of express provision of Federal law or international treaty. Initial assessment rates are:
Hotel Type Zone 1 Zone 2
Luxury $7.00 $7.50
Non-Luxury Full Service $4.50 $5.00
Limited Service $1.50 $2.00
Based on the provision of additional services and additional benefit to the lodging businesses, the assessment rate shall automatically increase biennially beginning in FY Attachment 3
MCTID Management District Plan 4
November 2, 2022
2025-26, unless the MCCVB Board’s TID Committee votes not to implement the automatic increase based upon circumstances that they deem significant. If the MCCVB Board’s TID Committee elects to cancel the automatic increase for that year, the MCCVB Board’s TID Committee may implement a cumulative increase at the next regularly scheduled rate increase.
Collection: The cities and County shall be responsible for collecting the assessment on a monthly, bi-monthly or quarterly basis (including any delinquencies, penalties and interest) from each lodging business located in the boundaries of the MCTID. The cities and County shall make all reasonable efforts to collect the assessments from each lodging business.
Duration: The renewed MCTID shall have a ten (10) year life, beginning July 1, 2023, or as soon as possible thereafter, and end ten (10) years from its start date. Once per year, beginning on the anniversary of MCTID renewal, there is a thirty (30) day period in which owners paying fifty percent (50%) or more of the assessment may protest and initiate a Monterey City Council hearing on MCTID termination.
Management: The MCCVB Monterey County Destination Marketing Organization, Inc. d.b.a.
Monterey County Convention and Visitors Bureau (MCCVB) shall continue to serve as the Owners’ Association for the MCTID. The MCCVB Board’s TID Committee shall continue to have full decision-making authority over the expenditure of MCTID funds as defined in Section V. The Owners’ Association is charged with managing funds and implementing activities in accordance with this Plan and must provide annual reports to the Monterey City Council.
Attachment 3
MCTID Management District Plan 5
November 2, 2022
II. BACKGROUND
A. Tourism Improvement District Overview
TIDs are an evolution of the traditional Business Improvement District. The first TID was formed in West Hollywood, California in 1989. Since then, over 100 California destinations have followed suit. In recent years, other states have begun adopting the California model – Massachusetts, Montana, South Dakota, Washington, Colorado, Texas and Louisiana have adopted TID laws. Several other states are in the process of adopting their own legislation. The cities of Wichita, Kansas and Newark, New Jersey used an existing business improvement district law to form a TID. And, some cities, like Portland, Oregon and Memphis, Tennessee have utilized their home rule powers to create TIDs without a state law.
California’s TIDs collectively
raise over $300 million
annually for local destination
marketing. With competitors
raising their budgets, and
increasing rivalry for visitor
dollars, it is important
that Monterey County lodging
businesses continue to invest
in stable, lodging-specific
marketing programs.
TIDs utilize the efficiencies of
private sector operation in the
market-based promotion of
tourism districts. TIDs allow lodging business owners to organize their efforts to increase demand for room night sales. Lodging business owners within the TID pay an assessment and those funds are used to provide services that increase demand for room night sales.
In California, most TIDs are formed pursuant to the Property and Business Improvement District Law of 1994. This law allows for the creation of a benefit assessment district to raise funds within a specific geographic area. The key difference between TIDs and other benefit assessment districts is that funds raised are returned to the private non-profit corporation governing the district.
B. Tourism Improvement District Benefits
There are many benefits to TIDs:
• Funds must be spent on services and improvements that provide a specific benefit only to those who pay;
• Funds cannot be diverted to general government programs; • They are customized to fit the needs of payors in each destination; • They allow for a wide range of services;
• They are designed, created and governed by those who will pay the assessment; and • They provide a stable, long-term funding source for tourism promotion.
Attachment 3
MCTID Management District Plan 6
November 2, 2022
C. MCTID History and Partnerships with Jurisdictions
The history of the Monterey County Tourism Improvement District (MCTID) is one of partnership.
The MCTID was first established in 2006 because the region’s hospitality industry recognized that TIDs create a reliable funding source for destination marketing.
Municipalities and the County of Monterey have historically demonstrated a commitment to fund tourism promotion. The renewed and expanded MCTID has been developed with this partnership in mind. The continued partnership is critical to the MCTID’s success, as the funds raised through both the TID, the municipalities and the County of Monterey will allow a competitive budget and business plan for the region’s destination marketing.
D. Looking Ahead
Market share, revenue, improved community connectivity
Focus Currently Investment in a Better Future
Sphere of Marketing
Reach
Primarily Regional paid media
advertiser
National Brand with paid media reach into
Midwest, East Coast – high value travelers
Meetings &
Conferences
Five-person sales team; primarily
focused on regional meetings;
limited booking incentive
Expand sales team; increase sales activities;
aggressive booking incentive; intensify focus
on corporate, incentive and Tour & Travel
Event Attraction &
Promotion
No proactive event attraction
effort; promotion limited to
social and PR (no paid media)
Dedicated program to attract advantageous
events; paid media support for select events
Transportation
Development
Tactical and reactive; lacking a
well-supported MCCVB/
Community strategy
Annual dedicated budget; strategically proactive
International Marketing One sales executive, limited coop (VCA, Brand USA) marketing Multi-country sales representation, significant
increase in direct sales and marketing
Luxury Initiative
Direct sales through involvement
with Virtuoso, ILTM, VCA;
limited marketing
Significant expansion (2-3X) of both sales and
marketing programs
Sustainable/Responsible
Travel
Consistent messaging through
unpaid (social & PR), limited
paid media; implementation of
See Monterey app
On-going paid media campaign; support shuttle
programs/promotion; in-market
collateral/signage;
Attachment 3
MCTID Management District Plan 7
November 2, 2022
III. BOUNDARY
The renewed MCTID shall include all lodging businesses, existing and in the future, available for public occupancy within the boundaries of the unincorporated areas of Monterey County and the cities of Carmel-by-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Monterey, Pacific Grove, Salinas, Sand City, Seaside, and Soledad.
Lodging business means: any building, portion of any building, or group of buildings in which there are guest rooms or suites, including housekeeping units for transient guests, where lodging with or without meals is provided. Notwithstanding the previous sentence, lodging business does not include:
• Vacation time-share facilities;
• Vacation rentals, defined as a single family home, townhome, or condominium that is available for rent; and
• Recreational vehicle (RV) parks.
There are three types of lodging businesses in the MCTID: luxury, non-luxury full service, and limited service.
• Luxury lodging business means: a lodging business with an average daily rate of $500 or more, based on the previous year’s performance, with premium services and the highest quality ratings. Lodging businesses whose average daily rate increases to $500 or more will be assessed upon determination of the increase; likewise, lodging businesses whose average daily rate decreases to below $500 will not be assessed as a luxury lodging business upon determination of the decrease. Average daily rate figures shall be updated annually. Luxury lodging businesses may have restaurants, meeting spaces, exercise rooms, or spas, and have characteristics of five (5) star hotels. The luxury lodging business type includes properties classified as all-inclusive, boutique, and destination resorts by Smith Travel Research. • Non-luxury full service lodging business means: a lodging business with a wide variety of onsite amenities, such as restaurants, meeting spaces, exercise rooms, or spas. non-luxury full service lodging businesses are often in the upscale or upper upscale class as defined by Smith Travel Research.
• Limited service lodging business means: a lodging business that offers limited facilities and amenities, typically without a full-service restaurant. Limited service lodging businesses are often in the economy, midscale, or upper midscale class as defined by Smith Travel Research.
A complete listing of lodging businesses within the proposed MCTID can be found in Appendix 2.
The proposed MCTID is divided into two (2) benefit zones, based on the special benefits and privileges granted to lodging businesses in each zone. The boundaries of each zone are shown in the map on the following page. A description of the boundaries of each zone is provided below:
Zone 1: Includes the unincorporated area of Monterey County and the cities of Carmel-by-the-Sea, Del Rey Oaks, Gonzales, Greenfield, King City, Marina, Monterey, Pacific Grove, Sand City, Seaside, and Soledad.
Zone 2: Includes the City of Salinas. The boundaries of Zone 2 shall be the boundaries of the City of Salinas as may be amended from time to time.
Attachment 3
MCTID Management District Plan 8
November 2, 2022
Attachment 3
MCTID Management District Plan 9
November 2, 2022
IV. ASSESSMENT BUDGET AND SERVICES
A. Annual Service Plan
Assessment funds shall be spent to provide specific benefits conferred or privileges granted directly to the payors that are not provided to those not charged, and which do not exceed the reasonable cost to the City of Monterey of conferring the benefits or granting the privileges. The privileges and services provided with the MCTID funds are group business development and marketing communications activities available only to assessed lodging businesses. The assessment rate for each hotel type will be commensurate with privileges and services provided to assessed businesses in each hotel type as detailed in Appendix 4.
A service plan assessment budget has been developed to deliver services that benefit the assessed businesses. A detailed annual assessment budget shall be developed and approved by MCCVB. The table below illustrates the initial annual assessment budget allocations. The total initial assessment budget is $8,856,266.
Although actual revenues will fluctuate due to market conditions, the proportional allocations of the assessment budget shall remain the same. However, with the exception of the Zone 2 assessment budget category of Salinas Visitor Services, the MCCVB TID Committee shall have the authority to adjust assessment budget allocations between the categories by no more than fifteen percent (15%) of the total assessment budget per year. Any changes to the assessment budget category allocations shall be included in the annual report to the City of Monterey. A description of the proposed improvements and activities for the initial year of operation is below. The same activities are proposed for subsequent years. In the event of a legal challenge against the MCTID, any and all assessment funds may be used for the costs of defending the MCTID.
Each assessment budget category includes all costs related to providing that service. For example, the marketing communications assessment budget includes the cost of MCCVB staff time dedicated to overseeing and implementing the marketing communications program. Staff time dedicated purely to administrative tasks is allocated to the administrative portion of the assessment budget. The costs of Marketing
Communications,
$3,985,320 , 45%
Group Business Development,
$3,152,831 , 35.6%
Contingency Reserve,
$885,627 , 10%
City/County
Administration Fee,
$88,563 , 1%
Administration & Operations,
$619,939 , 7%
Salinas Visitor Services,
$123,988 , 1.4%
Initial Annual Assessment Budget - $8,856,266
Attachment 3
MCTID Management District Plan 10
November 2, 2022
an individual staff member may be allocated to multiple assessment budget categories. The staffing levels necessary to provide the services below shall be determined by the MCCVB on an as-needed basis.
Marketing Communications
The marketing communications program will promote assessed businesses as tourist, meeting, and events destinations. The marketing communications program will have a central theme of promoting Monterey County as a desirable place for overnight visits. The program will have the goal of generating overnight visitation and room sales at assessed businesses, and may include the following activities:
• Programs that develop and distribute content via paid, owned and earned channels to drive overnight visitation and room sales to assessed businesses; • Partnership marketing initiatives with Monterey Regional Airport for domestic marketing, plus cooperative programs for international marketing to reach farther-out prospective visitors to drive overnight visitation and room sales to assessed businesses; • Focus on high-priority, high-impact initiatives to drive overnight visitation and room sales to assessed businesses;
• Collaborations with transportation partners to make it easier to get to and around Monterey County to drive ideal overnight visitation and room sales to assessed businesses; • Drive familiarity and engagement for group audiences through targeted direct marketing and retargeting programs to complement Group Sales’ business development focus to drive overnight visitation and room sales to assessed businesses; and • Expand international marketing to drive overnight visitation and room sales to assessed businesses.
Group Business Development
The group business development program will develop business leads for meetings and events that convert to room nights for assessed businesses. The group business development program will have a central theme of promoting Monterey County as a desirable place for overnight group visits. The program will have the goal of generating overnight visitation and room night sales at assessed businesses, and may include the following activities:
• Group marketing initiatives to ensure target customer destination familiarity to drive overnight visitation and room sales to assessed businesses;
• A business development model ensuring highly qualified leads and efficient use of Owners’ Association resources in developing new business opportunities to drive overnight visitation and room sales to assessed businesses;
• Focus on business development platform: engage, action, transaction, participation to drive overnight visitation and room sales to assessed businesses; • Familiarization trips (FAMs) and site inspections to drive overnight visitation and room sales to assessed businesses;
• Strategic client services designed to make attendee’s destination choice easier to drive overnight visitation and room sales to assessed businesses; • Visitor services programs designed to extend stays at assessed businesses and increase visitor spending;
• Strategic business development services designed to identify, qualify, and pursue new business opportunities that best fit the destination’s profile, targeting the ideal opportunities from key deployed markets to drive overnight visitation and room sales to assessed businesses; and • Tour and travel sales programs to fill shoulder seasons and need periods for the destination to drive overnight visitation and room sales to assessed businesses.
Attachment 3
MCTID Management District Plan 11
November 2, 2022
Salinas Visitor Services
The Salinas Visitor Services portion of the assessment budget shall be utilized for funding visitor services activities for the benefit of generating overnight visitation and room night stays at Zone 2 lodging businesses. The Salinas Visitor Services program will provide visitors with brochures, maps, and information regarding local events. The Salinas Visitor Services assessment budget shall be the amount collected annually from the additional $0.50 assessment in Zone 2.
MCCVB Administration and Operations
The MCCVB administration and operations portion of the assessment budget shall be utilized by the MCCVB for administrative staffing costs, office costs, and other general administrative costs such as insurance, legal, and accounting fees.
City/County Administration Fee
The cities and County may retain a fee equal to one percent (1%) of the amount of the assessment collected, within their respective jurisdictions, to cover their costs of collection and administration.
Contingency/Reserve
The assessment budget includes a contingency line item to account for lower than anticipated collections or higher than anticipated program costs, if any. Up to ten percent (10%) of the assessment budget may be allocated to the contingency/reserve in any given year. If there are contingency funds collected, they may be held in a reserve fund or utilized for other program, administration or renewal costs at the discretion of the TID Committee. Policies relating to contributions to the reserve fund, the target amount of the reserve fund, and expenditure of monies from the reserve fund shall be set by the TID Committee. Contingency/reserve funds may be spent on TID activities or administrative and renewal costs in such proportions as determined by the Committee. The reserve fund may be used for the costs of renewing the TID.
B. Annual Assessment Budget
The assessment is a fixed amount per occupied room per night. The assessment is based on the business hotel type. Based on the provision of additional services and additional benefit to the lodging businesses, the assessment rate shall automatically increase biennially beginning in FY 2025-26 for both Zone 1 and Zone 2, unless the MCCVB Board’s TID Committee votes not to implement the automatic increase based upon circumstances that they deem significant. If the MCCVB Board’s TID Committee elects to cancel the automatic increase for that year, the MCCVB Board’s TID Committee may implement a cumulative increase at the next regularly scheduled rate increase. Because services shall remain constant for the Salinas Visitor Services program (brochures, maps, and information regarding local events for visitors), the additional rate of $0.50 per annum in Zone 2 shall remain static over the life of the district. The biennial assessment increase in both Zone 1 and Zone 2 (notwithstanding the static $0.50 rate in Zone 2), shall be $0.90 per paid occupied room per night for luxury lodging businesses, $0.60 per paid occupied room per night for non-luxury full service lodging businesses, and $0.20 per paid occupied room per night for limited service lodging businesses.
The assessment budget is projected at an initial budget of $8,856,266, increasing biennially for a total of $111,645,780 through 2033. This amount is expected to fluctuate as occupancy rates increase at assessed businesses and when the assessment rate is increased. The following table demonstrates the estimated assessment budget over the life of the district, based on existing lodging businesses, following the rate increase schedule. Any new lodging businesses that commence business within the MCTID during the ten (10) year term shall be assessed using the same methodology listed in Section IV (D).
Attachment 3
MCTID Management District Plan 12
November 2, 2022
Estimated Annual Assessment Budget
Fiscal
Year
Marketing
Comm.
Group Bus.
Devel.
Salinas Visitor
Services
(Zone 2 Only)
Contingency
/ Reserve
Admin &
Operations
City/County
Admin Fee Total
2023-24 $3,985,320 $3,152,831 $123,988 $885,627 $619,939 $88,563 $8,856,266 2024-25 $3,985,320 $3,152,831 $123,988 $885,627 $619,939 $88,563 $8,856,266 2025-26 $4,504,690 $3,563,710 $140,146 $1,001,042 $700,730 $100,104 $10,010,422 2026-27 $4,504,690 $3,563,710 $140,146 $1,001,042 $700,730 $100,104 $10,010,422 2027-28 $5,024,060 $3,974,590 $156,304 $1,116,458 $781,520 $111,646 $11,164,578 2028-29 $5,024,060 $3,974,590 $156,304 $1,116,458 $781,520 $111,646 $11,164,578 2029-30 $5,543,430 $4,385,469 $172,462 $1,231,873 $862,311 $123,187 $12,318,734 2030-31 $5,543,430 $4,385,469 $172,462 $1,231,873 $862,311 $123,187 $12,318,734 2031-32 $6,062,801 $4,796,349 $188,620 $1,347,289 $943,102 $134,729 $13,472,890 2032-33 $6,062,801 $4,796,349 $188,620 $1,347,289 $943,102 $134,729 $13,472,890 Total $50,240,601 $39,745,898 $1,563,041 $11,164,578 $7,815,205 $1,116,458 $111,645,780 C. California Constitutional Compliance
The MCTID assessment is not a property-based assessment subject to the requirements of Proposition 218. Courts have found Proposition 218 limited the term ‘assessments’ to levies on real property.1 Rather, the MCTID assessment is a business-based assessment, and is subject to Proposition 26. Pursuant to Proposition 26 all levies are a tax unless they fit one of seven exceptions.
Two of these exceptions apply to the MCTID, a “specific benefit” and a “specific government service.” Both require that the costs of benefits or services do not exceed the reasonable costs to the cities and County of conferring the benefits or providing the services.
1. Specific Benefit
Proposition 26 requires that assessment funds be expended on, “a specific benefit conferred or privilege granted directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege.”2 The services in this Plan are designed to provide targeted benefits directly to assessed businesses, and are intended only to provide benefits and services directly to those businesses paying the assessment. These services are tailored not to serve the general public, businesses in general, or parcels of land, but rather to serve the specific businesses within the MCTID. The activities described in this Plan are specifically targeted to increase demand for room night sales for assessed lodging businesses within the boundaries of the MCTID, and are narrowly tailored. MCTID funds shall be used exclusively to provide the specific benefit of increased demand for room night sales directly to the assessees. Assessment funds shall not be used to feature non-assessed lodging businesses in MCTID activities, or to directly generate sales for non-assessed businesses. The activities paid for from assessment revenues are business services constituting and providing specific benefits to the assessed businesses.
The assessment imposed by this MCTID is for a specific benefit conferred directly to the payors that is not provided to those not charged. The specific benefit conferred directly to the payors is the generation of room night sales. The specific benefit of increased demand for room night sales for assessed lodging businesses shall be provided only to lodging businesses paying the district assessment, with MCTID activities promoting lodging businesses paying the MCTID assessment. The MCTID activities will be designed to generate room night sales at each assessed lodging businesses. Because they are necessary to provide the MCTID activities that specifically benefit the assessed lodging 1 Jarvis v. the City of San Diego 72 Cal App. 4th 230
2 Cal. Const. art XIII C § 1(e)(1)
Attachment 3
MCTID Management District Plan 13
November 2, 2022
businesses, the administration and contingency services also provide the specific benefit of increased demand for room night sales to the assessed lodging businesses.
Although the MCTID, in providing specific benefits to payors, may produce incidental benefits to non-paying businesses, the incidental benefit does not preclude the services from being considered a specific benefit. The legislature has found that, “A specific benefit is not excluded from classification as a ‘specific benefit’ merely because an indirect benefit to a nonpayor occurs incidentally and without cost to the payor as a consequence of providing the specific benefit to the payor.”3
2. Specific Government Service
The assessment may also be utilized to provide, “a specific government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.” 4 The legislature has
recognized that marketing and promotions services like those to be provided by the MCTID are government services within the meaning of Proposition 265. Further, the legislature has determined that “a specific government service is not excluded from classification as a ‘specific government service’ merely because an indirect benefit to a nonpayor occurs incidentally and without cost to the payor as a consequence of providing the specific government service to the payor.”6
3. Reasonable Cost
MCTID services will be implemented carefully to ensure they do not exceed the reasonable cost of such services. The full amount assessed shall be used to provide the services described herein.
Excluding Zone 2 funds managed by the City of Salinas, funds shall be managed by the MCCVB, and reports submitted on an annual basis to the City of Monterey. Only assessed lodging businesses will be featured in marketing materials, receive sales leads generated from MCTID-funded activities, be featured in advertising campaigns, and benefit from other MCTID-funded services. Non-assessed lodging businesses will not receive these, nor any other, MCTID-funded services and benefits.
The MCTID-funded activities are all targeted directly at and feature only assessed businesses. It is, however, possible that there will be a spill over benefit to non-assessed businesses. If non-assessed lodging businesses receive incremental room nights, that portion of the promotion or program generating those room nights shall be paid with non-MCTID funds. MCTID funds shall only be spent to benefit the assessed businesses, and shall not be spent on that portion of any program which directly generates incidental room nights for non-assessed businesses.
D. Assessment
The assessment is a fixed amount per occupied room per night. The assessment is based on the business hotel type. Based on the provision of additional services and additional benefit to the lodging businesses, the assessment rate shall automatically increase biennially beginning in FY 2025-26, unless the MCCVB Board’s TID Committee votes not to implement the automatic increase based upon circumstances that they deem significant. If the MCCVB Board’s TID Committee elects to cancel the automatic increase for that year, the MCCVB Board may implement a cumulative increase at the next regularly scheduled rate increase. Because services shall remain constant for the Salinas Visitor Services program (brochures, maps, and information regarding local events for visitors), the additional rate of $0.50 per annum in Zone 2 shall not be increased over the life of the district. The biennial assessment 3 Government Code § 53758(a)
4 Cal. Const. art XIII C § 1(e)(2)
5 Government Code § 53758(b)
6 Government Code § 53758(b)
Attachment 3
MCTID Management District Plan 14
November 2, 2022
increase shall be $0.90 per paid occupied room per night for luxury lodging businesses, $0.60 per paid occupied room per night for non-luxury full service lodging businesses, and $0.20 per paid occupied room per night for limited service lodging businesses. Based on the benefit received, assessments shall not be collected on: stays of more than thirty (30) consecutive days; stays at vacation time-share facilities; stays at vacation rentals; stays at RV parks; stays by any Federal or State of California officer or employee when on official business; and stays by any officer or employee of a foreign government who is exempt by reason of express provision of Federal law or international treaty. The assessment increase schedule is illustrated in the table below.
Zone 1 Zone 2
Fiscal
Year Luxury Non-Luxury Full Service
Limited
Service Luxury Non-Luxury Full Service
Limited
Service
2023-24 $ 7.00 $ 4.50 $ 1.50 $ 7.50 $ 5.00 $ 2.00
2024-25 $ 7.00 $ 4.50 $ 1.50 $ 7.50 $ 5.00 $ 2.00
2025-26 $ 7.90 $ 5.10 $ 1.70 $ 8.40 $ 5.60 $ 2.20
2026-27 $ 7.90 $ 5.10 $ 1.70 $ 8.40 $ 5.60 $ 2.20
2027-28 $ 8.80 $ 5.70 $ 1.90 $ 9.30 $ 6.20 $ 2.40
2028-29 $ 8.80 $ 5.70 $ 1.90 $ 9.30 $ 6.20 $ 2.40
2029-30 $ 9.70 $ 6.30 $ 2.10 $ 10.20 $ 6.80 $ 2.60
2030-31 $ 9.70 $ 6.30 $ 2.10 $ 10.20 $ 6.80 $ 2.60
2031-32 $ 10.60 $ 6.90 $ 2.30 $ 11.10 $ 7.40 $ 2.80
2032-33 $ 10.60 $ 6.90 $ 2.30 $ 11.10 $ 7.40 $ 2.80
The assessment is levied upon and a direct obligation of the assessed lodging business. However, the assessed lodging business may, at its discretion, pass the assessment on to transients. The amount of assessment, if passed on to each transient, shall be disclosed in advance and separately stated from the amount of rent charged and any other applicable taxes, and each transient shall receive a receipt for payment from the business. If the MCTID assessment is identified separately it shall be disclosed as the “MCTID Assessment.” As an alternative, the disclosure may include the amount of the MCTID assessment and the amount of the assessment imposed pursuant to the California Tourism Marketing Act, Government Code §13995 et seq. and shall be disclosed as the “Tourism Assessment.” The assessment is imposed solely upon, and is the sole obligation of, the assessed lodging business even if it is passed on to transients. The assessment shall not be considered revenue for any purpose, including calculation of transient occupancy taxes.
Bonds shall not be issued.
E. Penalties and Interest
The MCTID shall reimburse the cities and County for any costs associated with collecting unpaid assessments. If sums in excess of the delinquent MCTID assessment are sought to be recovered in the same collection action by the cities or County, the MCTID shall bear its pro rata share of such collection costs. Assessed businesses which are delinquent in paying the assessment shall be responsible for paying:
1. Original Delinquency: Any lodging business that fails to remit any assessment imposed within the time required shall pay a penalty of ten percent (10%) of the amount of the assessment in addition to the amount of the assessment or the estimated assessment.
2. Continued Delinquency: Any lodging business that fails to remit any delinquent assessment on or before a period of thirty (30) days following the date on which the assessment first became delinquent shall pay a second delinquency penalty of ten percent (10%) of the amount of the Attachment 3
MCTID Management District Plan 15
November 2, 2022
assessment in addition to the amount of the assessment and the ten percent (10%) penalty first imposed.
3. Fraud: If the cities or County determine that the nonpayment of any remittance due is due to fraud, a penalty of twenty-five percent (25%) of the amount of the assessment shall be added thereto, in addition to the penalties stated in paragraphs 1 and 2 of this section.
4. Interest: In addition the penalties imposed, any lodging business that fails to remit any assessment imposed shall pay interest at the rate of one percent (1%) per month or fraction thereof on the amount of the assessment, exclusive of penalties, from the date on which the remittance first became delinquent until paid.
5. Penalties Merged with Assessment: Every penalty imposed and such interest as accrues under the provisions of this section shall become a part of the assessment required to be paid.
6. Audit Deficiency: If, upon audit by the cities or County, a lodging business is found to be deficient in either its return or its remittances or both, the cities or County shall immediately invoice the lodging business for the amount of the net deficiency plus a penalty of ten percent (10%) of the net deficiency. If the lodging business fails or refuses to pay the deficient amount and applicable penalties within thirty (30) days of the date of the invoice, an additional ten percent (10%) penalty shall be added to the original deficiency. In addition to the penalties imposed, any lodging business that fails to remit payment of billed audit deficiencies within thirty (30) days of the date of the invoice shall pay interest at the rate of one percent (1%) per month or fraction thereof on the amount of the assessment, exclusive of penalties.
F. Time and Manner for Collecting Assessments
The MCTID assessment shall be implemented beginning July 1, 2023, or as soon as possible thereafter, and end ten (10) years from its start date. The cities and County shall be responsible for collecting the assessment on a monthly, bi-monthly or quarterly basis (including any delinquencies, penalties and interest) from each lodging business located in their respective jurisdictions. The cities and County shall make all reasonable efforts to collect the assessments from each lodging business. The cities and County shall forward the assessments collected to the Owners’ Association, except for the additional assessments in Zones 2.
Attachment 3
MCTID Management District Plan 16
November 2, 2022
V. GOVERNANCE
A. Owners’ Association
The Monterey City Council, through adoption of this Management District Plan, has the right, pursuant to Streets and Highways Code §36651, to identify the body that shall implement the proposed program, which shall be the Owners’ Association of the MCTID as defined in Streets and Highways Code §36612. Monterey County Destination Marketing Organization, Inc. d.b.a. Monterey County Convention and Visitors Bureau (MCCVB) shall continue to serve as the Owners’ Association for the MCTID. The MCCVB Board’s TID Committee shall continue to have full decision-making authority over the expenditure of MCTID funds. The TID Committee shall be comprised solely of assessed lodging business representatives. The number of seats on the TID Committee from each MCTID jurisdiction shall reflect the proportional assessment revenue derived from each MCTID jurisdiction. Notwithstanding the forgoing, the City of Salinas shall have full decision-making authority over the expenditure of funds raised by the additional $0.50 assessment rate on all lodging business types in Zone 2.
B. Brown Act and California Public Records Act Compliance An Owners’ Association is a private entity and may not be considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for any purpose. The Owners’ Association is, however, subject to government regulations relating to transparency, namely the Ralph M. Brown Act and the California Public Records Act. These regulations are designed to promote public accountability. The Owners’ Association acts as a legislative body under the Ralph M. Brown Act (Government Code §54950 et seq.). Thus, meetings of the MCCVB board and certain committees must be held in compliance with the public notice and other requirements of the Brown Act. The Owners’ Association is also subject to the record keeping and disclosure requirements of the California Public Records Act. Accordingly, the Owners’ Association shall publicly report any action taken and the vote or abstention on that action of each member present for the action.
C. Annual Report
The MCCVB shall present an annual report at the end of each year of operation to the Monterey City Council pursuant to Streets and Highways Code §36650 (see Appendix 1). The annual report shall include:
• Any proposed changes in the boundaries of the improvement district or in any benefit zones or classification of businesses within the district.
• The improvements and activities to be provided for that fiscal year. • An estimate of the cost of providing the improvements and the activities for that fiscal year. • The method and basis of levying the assessment in sufficient detail to allow each business owner to estimate the amount of the assessment to be levied against his or her business for that fiscal year.
• The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
• The estimated amount of any contributions to be made from sources other than assessments levied.
Attachment 3
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APPENDIX 1 – LAW
*** THIS DOCUMENT IS CURRENT THROUGH THE 2022 SUPPLEMENT *** (ALL 2021 LEGISLATION)
STREETS AND HIGHWAYS CODE
DIVISION 18. PARKING
PART 7. PROPERTY AND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994 CHAPTER 1. General Provisions
ARTICLE 1. Declarations
36600. Citation of part
This part shall be known and may be cited as the “Property and Business Improvement District Law of 1994.” 36601. Legislative findings and declarations; Legislative guidance The Legislature finds and declares all of the following:
(a) Businesses located and operating within business districts in some of this state’s communities are economically disadvantaged, are underutilized, and are unable to attract customers due to inadequate facilities, services, and activities in the business districts. (b) It is in the public interest to promote the economic revitalization and physical maintenance of business districts in order to create jobs, attract new businesses, and prevent the erosion of the business districts. (c) It is of particular local benefit to allow business districts to fund business related improvements, maintenance, and activities through the levy of assessments upon the businesses or real property that receive benefits from those improvements.
(d) Assessments levied for the purpose of conferring special benefit upon the real property or a specific benefit upon the businessesin a business district are not taxesfor the general benefit of a city, even if property, businesses, or persons not assessed receive incidental or collateral effects that benefit them. (e) Property and business improvement districts formed throughout this state have conferred special benefits upon properties and businesses within their districts and have made those properties and businesses more useful by providing the following benefits:
(1) Crime reduction. A study by the Rand Corporation has confirmed a 12-percent reduction in the incidence of robbery and an 8-percent reduction in the total incidence of violent crimes within the 30 districts studied.
(2) Job creation.
(3) Business attraction.
(4) Business retention.
(5) Economic growth.
(6) New investments.
(f) With the dissolution of redevelopment agencies throughout the state, property and business improvement districts have become even more important tools with which communities can combat blight, promote economic opportunities, and create a clean and safe environment. (g) Since the enactment of this act, the people of California have adopted Proposition 218, which added Article XIII D to the Constitution in order to place certain requirements and restrictions on the formation of, and activities, expenditures, and assessments by property-based districts. Article XIII D of the Constitution provides that property-based districts may only levy assessments for special benefits. (h) The act amending this section is intended to provide the Legislature’s guidance with regard to this act, its interaction with the provisions of Article XIII D of the Constitution, and the determination of special benefits in property-based districts.
(1) The lack of legislative guidance has resulted in uncertainty and inconsistent application of this act, which discourages the use of assessments to fund needed improvements, maintenance, and activities in property-based districts, contributing to blight and other underutilization of property. (2) Activities undertaken for the purpose of conferring special benefits upon property to be assessed inherently produce incidental or collateral effects that benefit property or persons not assessed.
Therefore, for special benefits to exist as a separate and distinct category from general benefits, the Attachment 3
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incidental or collateral effects of those special benefits are inherently part of those special benefits.
The mere fact that special benefits produce incidental or collateral effects that benefit property or persons not assessed does not convert any portion of those special benefits or their incidental or collateral effects into general benefits.
(3) It is of the utmost importance that property-based districts created under this act have clarity regarding restrictions on assessmentsthey may levy and the proper determination ofspecial benefits.
Legislative clarity with regard to this act will provide districts with clear instructions and courts with legislative intent regarding restrictions on property-based assessments, and the manner in which special benefits should be determined.
36602. Purpose of part
The purpose of this part is to supplement previously enacted provisions of law that authorize citiesto levy assessments within property and business improvement districts, to ensure that those assessments conform to all constitutional requirements and are determined and assessed in accordance with the guidance set forth in this act. This part does not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes.
36603. Preemption of authority or charter city to adopt ordinances levying assessments Nothing in this part is intended to preempt the authority of a charter city to adopt ordinances providing for a different method of levying assessments for similar or additional purposes from those set forth in this part. A property and business improvement district created pursuant to this part is expressly exempt from the provisions of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931 (Division 4 (commencing with Section 2800)). 36603.5. Part prevails over conflicting provisions
Any provision of this part that conflicts with any other provision of law shall prevail over the other provision of law, as to districts created under this part.
36604. Severability
This part is intended to be construed liberally and, if any provision is held invalid, the remaining provisions shall remain in full force and effect. Assessments levied under this part are not special taxes.
ARTICLE 2. Definitions
36606. “Activities”
“Activities” means, but is not limited to, all of the following that benefit businesses or real property in the district:
(a) Promotion of public events.
(b) Furnishing of music in any public place.
(c) Promotion of tourism within the district.
(d) Marketing and economic development, including retail retention and recruitment. (e) Providing security, sanitation, graffiti removal, street and sidewalk cleaning, and other municipal services supplemental to those normally provided by the municipality. (f) Other services provided for the purpose of conferring special benefit upon assessed real property or specific benefits upon assessed businesses located in the district. 36606.5. “Assessment”
“Assessment” means a levy for the purpose of acquiring, constructing, installing, or maintaining improvements and providing activities that will provide certain benefits to properties or businesses located within a property and business improvement district.
36607. “Business”
“Business” means all types of businesses and includes financial institutions and professions.
Attachment 3
MCTID Management District Plan 19
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36608. “City”
“City” means a city, county, city and county, or an agency or entity created pursuant to Article 1 (commencing with Section 6500) of Chapter 5 of Division 7 of Title 1 of the Government Code, the public member agencies of which includes only cities, counties, or a city and county, or the State of California. 36609. “City council”
“City council” means the city council of a city or the board of supervisors of a county, or the agency, commission, or board created pursuant to a joint powers agreement and which is a city within the meaning of this part. 36609.4. “Clerk”
“Clerk” means the clerk of the legislative body.
36609.5. “General benefit”
“General benefit” means, for purposes of a property-based district, any benefit that is not a “special benefit” as defined in Section 36615.5.
36610. “Improvement”
“Improvement” means the acquisition, construction, installation, or maintenance of any tangible property with an estimated useful life of five years or more including, but not limited to, the following:
(a) Parking facilities.
(b) Benches, booths, kiosks, display cases, pedestrian shelters and signs. (c) Trash receptacles and public restrooms.
(d) Lighting and heating facilities.
(e) Decorations.
(f) Parks.
(g) Fountains.
(h) Planting areas.
(i) Closing, opening, widening, or narrowing of existing streets. (j) Facilities or equipment, or both, to enhance security of persons and property within the district. (k) Ramps, sidewalks, plazas, and pedestrian malls.
(l) Rehabilitation or removal of existing structures.
36611. “Management district plan”; “Plan”
“Management district plan” or “plan” means a proposal as defined in Section 36622. 36612. “Owners’ association”
“Owners’ association” means a private nonprofit entity that is under contract with a city to administer or implement improvements, maintenance, and activities specified in the management district plan. An owners’ association may be an existing nonprofit entity or a newly formed nonprofit entity. An owners’ association is a private entity and may not be considered a public entity for any purpose, nor may its board members or staff be considered to be public officials for any purpose. Notwithstanding this section, an owners’ association shall comply with the Ralph M. Brown Act (Chapter 9 (commencing with Section 54950) of Part 1 of Division 2 of Title 5 of the Government Code), at all times when matters within the subject matter of the district are heard, discussed, or deliberated, and with the California Public Records Act (Division 10 (commencing with Section 7920.000) of Title 1 of the Government Code), for all records relating to activities of the district.
36614. “Property”
“Property” means real property situated within a district.
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36614.5. “Property and business improvement district”; “District” “Property and business improvement district,” or “district,” means a property and business improvement district established pursuant to this part.
36614.6. “Property-based assessment”
“Property-based assessment” means any assessment made pursuant to this part upon real property. 36614.7. “Property-based district”
“Property-based district” means any district in which a city levies a property-based assessment. 36615. “Property owner”; “Business owner”; “Owner”
“Property owner” means any person shown as the owner of land on the last equalized assessment roll or otherwise known to be the owner of land by the city council. “Business owner” means any person recognized by the city as the owner of the business. “Owner” means either a business owner or a property owner. The city council has no obligation to obtain other information as to the ownership of land or businesses, and its determination of ownership shall be final and conclusive for the purposes of this part. Wherever this part requires the signature of the property owner, the signature of the authorized agent of the property owner shall be sufficient. Wherever this part requires the signature of the business owner, the signature of the authorized agent of the business owner shall be sufficient. 36615.5. “Special benefit”
“Special benefit” means, for purposes of a property-based district, a particular and distinct benefit over and above general benefits conferred on real property located in a district or to the public at large. Special benefit includes incidental or collateral effects that arise from the improvements, maintenance, or activities of property-based districts even if those incidental or collateral effects benefit property or persons not assessed. Special benefit excludes general enhancement of property value.
36616. “Tenant”
“Tenant” means an occupant pursuant to a lease of commercial space or a dwelling unit, other than an owner.
ARTICLE 3. Prior Law
36617. Alternate method of financing certain improvements and activities; Effect on other provisions This part provides an alternative method of financing certain improvements and activities. The provisions of this part shall not affect or limit any other provisions of law authorizing or providing for the furnishing of improvements or activities or the raising of revenue for these purposes. Every improvement area established pursuant to the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500) of this division) is valid and effective and is unaffected by this part.
CHAPTER 2. Establishment
36620. Establishment of property and business improvement district A property and business improvement district may be established as provided in this chapter. 36620.5. Requirement of consent of city council
A county may not form a district within the territorial jurisdiction of a city without the consent of the city council of that city. A city may not form a district within the unincorporated territory of a county without the consent of the board of supervisors of that county. A city may not form a district within the territorial jurisdiction of another city without the consent of the city council of the other city.
Attachment 3
MCTID Management District Plan 21
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36621. Initiation of proceedings; Petition of property or business owners in proposed district (a) Upon the submission of a written petition, signed by the property or business owners in the proposed district who will pay more than 50 percent of the assessments proposed to be levied, the city council may initiate proceedings to form a district by the adoption of a resolution expressing its intention to form a district.
The amount of assessment attributable to property or a business owned by the same property or business owner that is in excess of 40 percent of the amount of all assessments proposed to be levied, shall not be included in determining whether the petition is signed by property or business owners who will pay more than 50 percent of the total amount of assessments proposed to be levied. (b) The petition of property or business owners required under subdivision (a) shall include a summary of the management district plan. That summary shall include all of the following:
(1) A map showing the boundaries of the district.
(2) Information specifying where the complete management district plan can be obtained. (3) Information specifying that the complete management district plan shall be furnished upon request.
(c) The resolution of intention described in subdivision (a) shall contain all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property or businesses within the district, a statement as to whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements do not need to be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities, and the location and extent of the proposed district. (2) A time and place for a public hearing on the establishment of the property and business improvement district and the levy of assessments, which shall be consistent with the requirements of Section 36623.
36622. Contents of management district plan
The management district plan shall include, but is not limited to, all of the following:
(a) If the assessment will be levied on property, a map of the district in sufficient detail to locate each parcel of property and, if businesses are to be assessed, each business within the district. If the assessment will be levied on businesses, a map that identifies the district boundaries in sufficient detail to allow a business owner to reasonably determine whether a business is located within the district boundaries. If the assessment will be levied on property and businesses, a map of the district in sufficient detail to locate each parcel of property and to allow a business owner to reasonably determine whether a business is located within the district boundaries.
(b) The name of the proposed district.
(c) A description of the boundaries of the district, including the boundaries of benefit zones, proposed for establishment or extension in a manner sufficient to identify the affected property and businesses included, which may be made by reference to any plan or map that is on file with the clerk. The boundaries of a proposed property assessment district shall not overlap with the boundaries of another existing property assessment district created pursuant to this part. This part does not prohibit the boundaries of a district created pursuant to this part to overlap with other assessment districts established pursuant to other provisions of law, including, but not limited to, the Parking and Business Improvement Area Law of 1989 (Part 6 (commencing with Section 36500)). This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with another business assessment district created pursuant to this part. This part does not prohibit the boundaries of a business assessment district created pursuant to this part to overlap with a property assessment district created pursuant to this part. (d) The improvements, maintenance, and activities proposed for each year of operation of the district and the maximum cost thereof. If the improvements, maintenance, and activities proposed for each year of operation are the same, a description of the first year’s proposed improvements, maintenance, and activities and a statement that the same improvements, maintenance, and activities are proposed for subsequent years shall satisfy the requirements of this subdivision.
(e) The total annual amount proposed to be expended for improvements, maintenance, or activities, and debt service in each year of operation of the district. If the assessment is levied on businesses, this amount may be estimated based upon the assessment rate. If the total annual amount proposed to be expended in each year of operation of the district is not significantly different, the amount proposed to be expended in the initial Attachment 3
MCTID Management District Plan 22
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year and a statement that a similar amount applies to subsequent years shall satisfy the requirements of this subdivision.
(f) The proposed source or sources of financing, including the proposed method and basis of levying the assessment in sufficient detail to allow each property or business owner to calculate the amount of the assessment to be levied against his or her property or business. The plan also shall state whether bonds will be issued to finance improvements.
(g) The time and manner of collecting the assessments.
(h) The specific number of years in which assessments will be levied. In a new district, the maximum number of years shall be five. Upon renewal, a district shall have a term not to exceed 10 years. Notwithstanding these limitations, a district created pursuant to this part to finance capital improvements with bonds may levy assessments until the maximum maturity of the bonds. The management district plan may set forth specific increases in assessments for each year of operation of the district. (i) The proposed time for implementation and completion of the management district plan. (j) Any proposed rules and regulations to be applicable to the district. (k)
(1) A list of the properties or businesses to be assessed, including the assessor’s parcel numbers for properties to be assessed, and a statement of the method or methods by which the expenses of a district will be imposed upon benefited real property or businesses, in proportion to the benefit received by the property or business, to defray the cost thereof. (2) In a property-based district, the proportionate special benefit derived by each identified parcel shall be determined exclusively in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the activities. An assessment shall not be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on that parcel. Only special benefits are assessable, and a property-based district shall separate the general benefits, if any, from the special benefits conferred on a parcel. Parcels within a property-based district that are owned or used by any city, public agency, the State of California, or the United States shall not be exempt from assessment unless the governmental entity can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit. The value of any incidental, secondary, or collateral effects that arise from the improvements, maintenance, or activities of a property-based district and that benefit property or persons not assessed shall not be deducted from the entirety of the cost of any special benefit or affect the proportionate special benefit derived by each identified parcel. (l) In a property-based district, the total amount of all special benefits to be conferred upon the properties located within the property-based district.
(m) In a property-based district, the total amount of general benefits, if any. (n) In a property-based district, a detailed engineer’s report prepared by a registered professional engineer certified by the State of California supporting all assessments contemplated by the management district plan. (o) Any other item or matter required to be incorporated therein by the city council. 36623. Procedure to levy assessment
(a) If a city council proposes to levy a new or increased property assessment, the notice and protest and hearing procedure shall comply with Section 53753 of the Government Code. (b) If a city council proposes to levy a new or increased business assessment, the notice and protest and hearing procedure shall comply with Section 54954.6 of the Government Code, except that notice shall be mailed to the owners of the businesses proposed to be assessed. A protest may be made orally or in writing by any interested person. Every written protest shall be filed with the clerk at or before the time fixed for the public hearing. The city council may waive any irregularity in the form or content of any written protest. A written protest may be withdrawn in writing at any time before the conclusion of the public hearing. Each written protest shall contain a description of the business in which the person subscribing the protest is interested sufficient to identify the business and, if a person subscribing is not shown on the official records of the city as the owner of the business, the protest shall contain or be accompanied by written evidence that the person subscribing is the owner of the business or the authorized representative. A written protest that does not comply with this section shall not be counted in determining a majority protest. If written protests are received from the owners or authorized representatives of businesses in the proposed district that will pay 50 percent or more of the assessments proposed to be levied and protests are not withdrawn so as to reduce the protests to less than 50 percent, no further proceedings to levy the proposed assessment against such Attachment 3
MCTID Management District Plan 23
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businesses, as contained in the resolution of intention, shall be taken for a period of one year from the date of the finding of a majority protest by the city council. (c) If a city council proposes to conduct a single proceeding to levy both a new or increased property assessment and a new or increased business assessment, the notice and protest and hearing procedure for the property assessment shall comply with subdivision (a), and the notice and protest and hearing procedure for the business assessment shall comply with subdivision (b). If a majority protest is received from either the property or business owners, that respective portion of the assessment shall not be levied. The remaining portion of the assessment may be levied unless the improvement or other special benefit was proposed to be funded by assessing both property and business owners.
36624. Changes to proposed assessments
At the conclusion of the public hearing to establish the district, the city council may adopt, revise, change, reduce, or modify the proposed assessment or the type or types of improvements, maintenance, and activities to be funded with the revenues from the assessments. Proposed assessments may only be revised by reducing any or all of them. At the public hearing, the city council may only make changes in, to, or from the boundaries of the proposed property and business improvement district that will exclude territory that will not benefit from the proposed improvements, maintenance, and activities. Any modifications, revisions, reductions, or changes to the proposed assessment district shall be reflected in the notice and map recorded pursuant to Section 36627. 36625. Resolution of formation
(a) If the city council, following the public hearing, decides to establish a proposed property and business improvement district, the city council shall adopt a resolution of formation that shall include, but is not limited to, all of the following:
(1) A brief description of the proposed improvements, maintenance, and activities, the amount of the proposed assessment, a statement as to whether the assessment will be levied on property, businesses, or both within the district, a statement on whether bonds will be issued, and a description of the exterior boundaries of the proposed district, which may be made by reference to any plan or map that is on file with the clerk. The descriptions and statements need not be detailed and shall be sufficient if they enable an owner to generally identify the nature and extent of the improvements, maintenance, and activities and the location and extent of the proposed district. (2) The number, date of adoption, and title of the resolution of intention. (3) The time and place where the public hearing was held concerning the establishment of the district.
(4) A determination regarding any protests received. The city shall not establish the district or levy assessments if a majority protest was received.
(5) A statement that the properties, businesses, or properties and businesses in the district established by the resolution shall be subject to any amendments to this part. (6) A statement that the improvements, maintenance, and activities to be conferred on businesses and properties in the district will be funded by the levy of the assessments. The revenue from the levy of assessments within a district shall not be used to provide improvements, maintenance, or activities outside the district or for any purpose other than the purposes specified in the resolution of intention, as modified by the city council at the hearing concerning establishment of the district.
Notwithstanding the foregoing, improvements and activities that must be provided outside the district boundaries to create a special or specific benefit to the assessed parcels or businesses may be provided, but shall be limited to marketing or signage pointing to the district. (7) A finding that the property or businesses within the area of the property and business improvement district will be benefited by the improvements, maintenance, and activities funded by the proposed assessments, and, for a property-based district, that property within the district will receive a special benefit.
(8) In a property-based district, the total amount of all special benefits to be conferred on the properties within the property-based district.
(b) The adoption of the resolution of formation and, if required, recordation of the notice and map pursuant to Section 36627 shall constitute the levy of an assessment in each of the fiscal years referred to in the management district plan.
36627. Notice and assessment diagram
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Following adoption of the resolution establishing district assessments on properties pursuant to Section 36625, the clerk shall record a notice and an assessment diagram pursuant to Section 3114. No other provision of Division 4.5 (commencing with Section 3100) applies to an assessment district created pursuant to this part. 36628. Establishment of separate benefit zones within district; Categories of businesses The city council may establish one or more separate benefit zones within the district based upon the degree of benefit derived from the improvements or activities to be provided within the benefit zone and may impose a different assessment within each benefit zone. If the assessment is to be levied on businesses, the city council may also define categories of businesses based upon the degree of benefit that each will derive from the improvements or activities to be provided within the district and may impose a different assessment or rate of assessment on each category of business, or on each category of business within each zone. 36628.5. Assessments on businesses or property owners
The city council may levy assessments on businesses or on property owners, or a combination of the two, pursuant to this part. The city council shall structure the assessments in whatever manner it determines corresponds with the distribution of benefits from the proposed improvements, maintenance, and activities, provided that any propertybased assessment conforms with the requirements set forth in paragraph (2) of subdivision (k) of Section 36622. 36629. Provisions and procedures applicable to benefit zones and business categories All provisions of this part applicable to the establishment, modification, or disestablishment of a property and business improvement district apply to the establishment, modification, or disestablishment of benefit zones or categories of business. The city council shall, to establish, modify, or disestablish a benefit zone or category of business, follow the procedure to establish, modify, or disestablish a property and business improvement district. 36630. Expiration of district; Creation of new district If a property and business improvement district expires due to the time limit set pursuant to subdivision (h) of Section 36622, a new management district plan may be created and the district may be renewed pursuant to this part.
CHAPTER 3. Assessments
36631. Time and manner of collection of assessments; Delinquent payments The collection of the assessments levied pursuant to this part shall be made at the time and in the manner set forth by the city council in the resolution levying the assessment. Assessments levied on real property may be collected at the same time and in the same manner as for the ad valorem property tax, and may provide for the same lien priority and penalties for delinquent payment. All delinquent payments for assessments levied pursuant to this part may be charged interest and penalties.
36632. Assessments to be based on estimated benefit; Classification of real property and businesses; Exclusion of residential and agricultural property
(a) The assessments levied on real property pursuant to this part shall be levied on the basis of the estimated benefit to the real property within the property and business improvement district. The city council may classify properties for purposes of determining the benefit to property of the improvements and activities provided pursuant to this part.
(b) Assessments levied on businesses pursuant to this part shall be levied on the basis of the estimated benefit to the businesses within the property and business improvement district. The city council may classify businesses for purposes of determining the benefit to the businesses of the improvements and activities provided pursuant to this part.
(c) Properties zoned solely for residential use, or that are zoned for agricultural use, are conclusively presumed not to benefit from the improvements and service funded through these assessments, and shall not be subject to any assessment pursuant to this part.
Attachment 3
MCTID Management District Plan 25
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36633. Time for contesting validity of assessment
The validity of an assessment levied under this part shall not be contested in an action or proceeding unless the action or proceeding is commenced within 30 days after the resolution levying the assessment is adopted pursuant to Section 36625. An appeal from a final judgment in an action or proceeding shall be perfected within 30 days after the entry of judgment.
36634. Service contracts authorized to establish levels of city services The city council may execute baseline service contracts that would establish levels of city services that would continue after a property and business improvement district has been formed. 36635. Request to modify management district plan
The owners’ association may, at any time, request that the city council modify the management district plan. Any modification of the management district plan shall be made pursuant to this chapter. 36636. Modification of plan by resolution after public hearing; Adoption of resolution of intention (a) Upon the written request of the owners’ association, the city council may modify the management district plan after conducting one public hearing on the proposed modifications. The city council may modify the improvements and activities to be funded with the revenue derived from the levy of the assessments by adopting a resolution determining to make the modifications after holding a public hearing on the proposed modifications. If the modification includes the levy of a new or increased assessment, the city council shall comply with Section 36623. Notice of all other public hearings pursuant to this section shall comply with both of the following:
(1) The resolution of intention shall be published in a newspaper of general circulation in the city once at least seven days before the public hearing.
(2) A complete copy of the resolution of intention shall be mailed by first class mail, at least 10 days before the public hearing, to each business owner or property owner affected by the proposed modification.
(b) The city council shall adopt a resolution of intention which states the proposed modification prior to the public hearing required by this section. The public hearing shall be held not more than 90 days after the adoption of the resolution of intention.
36637. Reflection of modification in notices recorded and maps Any subsequent modification of the resolution shall be reflected in subsequent notices and maps recorded pursuant to Division 4.5 (commencing with Section 3100), in a manner consistent with the provisions of Section 36627.
CHAPTER 3.5. Financing
36640. Bonds authorized; Procedure; Restriction on reduction or termination of assessments (a)The city council may, by resolution, determine and declare that bonds shall be issued to finance the estimated cost of some or all of the proposed improvements described in the resolution of formation adopted pursuant to Section 36625, if the resolution of formation adopted pursuant to that section provides for the issuance of bonds, under the Improvement Bond Act of 1915 (Division 10 (commencing with Section 8500)) or in conjunction with Marks-Roos Local Bond Pooling Act of 1985 (Article 4 (commencing with Section 6584) of Chapter 5 of Division 7 of Title 1 of the Government Code). Either act, as the case may be, shall govern the proceedings relating to the issuance of bonds, although proceedings under the Bond Act of 1915 may be modified by the city council as necessary to accommodate assessments levied upon business pursuant to this part.
(b) The resolution adopted pursuant to subdivision (a) shall generally describe the proposed improvements specified in the resolution of formation adopted pursuant to Section 36625, set forth the estimated cost of those improvements, specify the number of annual installments and the fiscal years during which they are to Attachment 3
MCTID Management District Plan 26
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be collected. The amount of debt service to retire the bonds shall not exceed the amount of revenue estimated to be raised from assessments over 30 years.
(c) Notwithstanding any other provision of this part, assessments levied to pay the principal and interest on any bond issued pursuant to this section shall not be reduced or terminated if doing so would interfere with the timely retirement of the debt.
CHAPTER 4. Governance
36650. Report by owners’ association; Approval or modification by city council (a) The owners’ association shall cause to be prepared a report for each fiscal year, except the first year, for which assessments are to be levied and collected to pay the costs of the improvements, maintenance, and activities described in the report. The owners’ association’s first report shall be due after the first year of operation of the district. The report may propose changes, including, but not limited to, the boundaries of the property and business improvement district or any benefit zones within the district, the basis and method of levying the assessments, and any changes in the classification of property, including any categories of business, if a classification is used.
(b) The report shall be filed with the clerk and shall refer to the property and business improvement district by name, specify the fiscal year to which the report applies, and, with respect to that fiscal year, shall contain all of the following information:
(1) Any proposed changes in the boundaries of the property and business improvement district or in any benefit zones or classification of property or businesses within the district. (2) The improvements, maintenance, and activities to be provided for that fiscal year. (3) An estimate of the cost of providing the improvements, maintenance, and activities for that fiscal year.
(4) The method and basis of levying the assessment in sufficient detail to allow each real property or business owner, as appropriate, to estimate the amount of the assessment to be levied against his or her property or business for that fiscal year.
(5) The estimated amount of any surplus or deficit revenues to be carried over from a previous fiscal year.
(6) The estimated amount of any contributions to be made from sources other than assessments levied pursuant to this part.
(c) The city council may approve the report as filed by the owners’ association or may modify any particular contained in the report and approve it as modified. Any modification shall be made pursuant to Sections 36635 and 36636.
The city council shall not approve a change in the basis and method of levying assessments that would impair an authorized or executed contract to be paid from the revenues derived from the levy of assessments, including any commitment to pay principal and interest on any bonds issued on behalf of the district. 36651. Designation of owners’ association to provide improvements, maintenance, and activities The management district plan may, but is not required to, state that an owners’ association will provide the improvements, maintenance, and activities described in the management district plan. If the management district plan designates an owners’ association, the city shall contract with the designated nonprofit corporation to provide services.
CHAPTER 5. Renewal
36660. Renewal of district; Transfer or refund of remaining revenues; District term limit (a) Any district previously established whose term has expired, or will expire, may be renewed by following the procedures for establishment as provided in this chapter. (b) Upon renewal, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be transferred to the renewed district. If the renewed district includes additional parcels or businesses not included in the prior district, the remaining revenues shall be spent to benefit only the parcels or businesses in the prior district. If the renewed district does not include parcels or businesses included in the prior district, the remaining revenues attributable to these parcels shall be refunded to the owners of these parcels or businesses.
Attachment 3
MCTID Management District Plan 27
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(c) Upon renewal, a district shall have a term not to exceed 10 years, or, if the district is authorized to issue bonds, until the maximum maturity of those bonds. There is no requirement that the boundaries, assessments, improvements, or activities of a renewed district be the same as the original or prior district.
CHAPTER 6. Disestablishment
36670. Circumstances permitting disestablishment of district; Procedure (a) Any district established or extended pursuant to the provisions of this part, where there is no indebtedness, outstanding and unpaid, incurred to accomplish any of the purposes of the district, may be disestablished by resolution by the city council in either of the following circumstances:
(1) If the city council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the district, it shall notice a hearing on disestablishment. (2) During the operation of the district, there shall be a 30-day period each year in which assessees may request disestablishment of the district. The first such period shall begin one year after the date of establishment of the district and shall continue for 30 days. The next such 30-day period shall begin two years after the date of the establishment of the district. Each successive year of operation of the district shall have such a 30-day period. Upon the written petition of the owners or authorized representatives of real property or the owners or authorized representatives of businesses in the district who pay 50 percent or more of the assessments levied, the city council shall pass a resolution of intention to disestablish the district. The city council shall notice a hearing on disestablishment. (b) The city council shall adopt a resolution of intention to disestablish the district prior to the public hearing required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the property and business improvement district. The notice of the hearing on disestablishment required by this section shall be given by mail to the property owner of each parcel or to the owner of each business subject to assessment in the district, as appropriate. The city shall conduct the public hearing not less than 30 days after mailing the notice to the property or business owners. The public hearing shall be held not more than 60 days after the adoption of the resolution of intention. 36671. Refund of remaining revenues upon disestablishment or expiration without renewal of district; Calculation of refund; Use of outstanding revenue collected after disestablishment of district (a) Upon the disestablishment or expiration without renewal of a district, any remaining revenues, after all outstanding debts are paid, derived from the levy of assessments, or derived from the sale of assets acquired with the revenues, or from bond reserve or construction funds, shall be refunded to the owners of the property or businesses then located and operating within the district in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished or expires. All outstanding assessment revenue collected after disestablishment shall be spent on improvements and activities specified in the management district plan. (b) If the disestablishment occurs before an assessment is levied for the fiscal year, the method and basis that was used to calculate the assessments levied in the immediate prior fiscal year shall be used to calculate the amount of any refund.
Attachment 3
MCTID Management District Plan 28
November 2, 2022
APPENDIX 2 – ASSESSED BUSINESSES
Business Name Business Address City/State/Zip Type
ABV Presidents Inn MUNRAS MTY 1150 MUNRAS AVE MONTEREY, CA 93940 Limited Adams Motel/Boronda Inn 2086 N. Main St. Salinas, CA 93906 Limited ADOBE INN 1919 GRAND CANAL BL.#B5 STOCKTON CA 95207 Full Aloha Motel 235 Kern St. Salinas, CA 93905 Limited
ANDRIL MOTEL & COTTAGES 569 ASILOMAR BLVD PACIFIC GROVE, CA 93950-3701 Limited ARAMARK Sports & Entertainment 800 ASILOMAR BLVD PACIFIC GROVE, CA 93950-3704 Limited AUBERGE CARMEL PO BOX J CARMEL CA 93921 Luxury
BAYSIDE INN 2055 NORTH FREMONT ST. MONTEREY, CA 93940 Limited BEACHCOMBER INN 1996 SUNSET DR PACIFIC GROVE, CA 93950-3787 Limited Bernardus Lodge 415 W CARMEL VALLEY RD Carmel Valley, CA 93924-9417 Luxury Best 5 Motel/Lakshmi Hotel Group 1010 Fairview Ave. Salinas, CA 93905 Limited BEST WESTERN DE ANZA INN 2141 NORTH FREMONT ST MONTEREY, CA 93940 Limited Best Western Marina State Beach 3290 DUNES DR MARINA, CA 93933 Limited BEST WESTERN MONTEREY INN 825 ABREGO MONTEREY, CA 93940 Limited Best Western Salinas
Monterey/Western Hotel Corp 175 Kern St. Salinas, CA 93905 Limited Best Western Salinas Valley Inn 187 Kern St. Salinas, CA 93905 Limited BEST WESTERN INN AND SUITES 4258 CESAR CHAVEZ ST San Francisco, CA 94131-1815 Limited BEST WESTERN-PARK CREST 1100 MUNRAS AVENUE MONTEREY, CA 93940 Limited BIDE A WEE INN AND COTTAGES 221 ASILOMAR BLVD PACIFIC GROVE, CA 93950-2093 Limited Big Sur Campground & Cabins 47000 HIGHWAY 1 BIG SUR, CA 93920-9556 Limited Big Sur Lodge 47225 HIGHWAY 1 BIG SUR, CA 93920-9542 Full Big Sur River Inn 46800 HIGHWAY 1 BIG SUR, CA 93920-9693 Full
BLU PACIFIC HOTEL (FORMERLY
COMFORT INN-MTY BAY) 2050 NO. FREMONT ST. MONTEREY, CA 93940 Limited Blue Sky Lodge 10 FLIGHT RD Carmel Valley, CA 93924-9617 Limited BORGS MOTEL 1315 SKYVIEW DR BURLINGAME, CA 94010-6236 Limited Budget Inn Motel/BMN LLC 219 John St. Salinas, CA 93901 Limited BUTTERFLY GROVE INN 1073 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2357 Limited Cabana Holiday 8710 Prunedale North Rd SALINAS, CA 93907-1371 Limited California Inn Motel 736 N. Main St. Salinas, CA 93906 Limited CANDLE BAY INN 2118 NO. FREMONT ST. MONTEREY, CA 93940 Limited CANDLELIGHT INN P.O. Box 101 CARMEL CA 93921 Limited
CANNERY ROW INN 200 FOAM ST. MONTEREY, CA 93940 Limited Capitol Motel/Jainika Corporation 2110 N. Main St. Salinas, CA 93906 Limited Captain's Inn At Moss Landing 8122 MOSS LANDING RD Moss Landing, CA 95039-9617 Limited CARMEL BAY VIEW INN 700 UNIVERSITY AV.#150 SACRAMENTO CA 95825 Limited CARMEL COTTAGE INN PO BOX 5805 CARMEL CA 93921 Limited
CARMEL COUNTRY INN PO BOX 3756 CARMEL CA 93921 Limited
CARMEL FIREPLACE INN INC. P.O. BOX 5245 CARMEL CA 93921 Limited CARMEL GARDEN INN PO BOX 5547 CARMEL CA 93921 Limited
CARMEL GREEN LANTERN INN PO BOX 1114 CARMEL CA 93921 Limited Attachment 3
MCTID Management District Plan 29
November 2, 2022
CARMEL INN & SUITES P.O. BOX 1295 CARMEL CA 93921 Limited CARMEL LODGE P.O.BOX 4235 CARMEL CA 93921 Limited
Carmel Mission Inn 3665 RIO RD CARMEL, CA 93923-8609 Full CARMEL OAKS INN P.O. BOX 3696 CARMEL CA 93921 Limited
CARMEL RESORT INN P.O. BOX 2106 MONTEREY CA 93942 Limited Carmel River Inn 26600 OLIVER RD CARMEL, CA 93923-9219 Limited CARMEL TRADEWINDS INN P. O. BOX 3403 CARMEL CA 93921 Limited Carmel Valley Lodge 8 FORD RD Carmel Valley, CA 93924-9511 Limited Carmel Valley Manor 8545 CARMEL VALLEY RD CARMEL, CA 93923-9556 Full Carmel Valley Ranch 1 OLD RANCH RD CARMEL, CA 93923-8551 Luxury CARMEL WAYFARER INN P.O. BOX 1896 CARMEL CA 93921 Limited CARMEL'S TOWN HOUSE LODGE P.O. BOX 3574 CARMEL CA 93921 Limited CARRIAGE HOUSE INN PO BOX 101 CARMEL CA 93921 Limited
Casa Linda Motel 1109 N. Main St. Salinas, CA 93906 Limited CASA MUNRAS HOTEL 700 MUNRAS AVENUE MONTEREY, CA 93940 Full Casa Palmero 1518 CYPRESS DR PEBBLE BEACH, CA 93953 Luxury CASA VERDE INN 2113 NO. FREMONT ST. MONTEREY, CA 93940 Limited CENTRELLA INN 612 CENTRAL AVE PACIFIC GROVE, CA 93950-2611 Limited Ciudad Del Rey Motel 50620 MESA VERDE RD KING CITY, CA 93930 Limited CLARION HOTEL 1046 MUNRAS AVENUE MONTEREY, CA 93940 Limited COACHMAN'S INN PO BOX 3073 MONTEREY CA 93940 Limited
COLTON INN 707 PACIFIC ST MONTEREY, CA 93940 Limited
COMFORT INN 140 RESERVATION RD MARINA, CA 93933-2522 Limited Comfort Inn & Suites/Shakti LLC 181 Kern St. Salinas, CA 93905 Limited Comfort Inn Monterey Airport 1200 OLMSTED RD MONTEREY, CA 93940 Limited COMFORT INN-CARMEL BY THE SEA P.O. BOX 3838 CARMEL CA 93921 Limited Contenta Inn 20 VIA CONTENTA Carmel Valley, CA 93924-9501 Limited Continental Motel 1165 N. Main St. Salinas, CA 93906 Limited COUNTRY INN & SUITES 3288 DUNES DR MARINA, CA 93933 Limited Country Inn/Meldi Inc 126 John St. Salinas, CA 93901 Limited Courtyard Salinas 17225 EL RANCHO WAY SALINAS, CA 93907-1732 Limited CVI INVESTORS PO BOX 3185 CARMEL CA 93921 Limited
CVI INVESTORS PO BOX 3185 CARMEL CA 93921 Limited
CYPRESS INN P.O. Box Y CARMEL CA 93921 Limited
Days Inn 1130 Broadway St KING CITY, CA 93930 Limited
DAYS INN 1288 MUNRAS AVENUE MONTEREY, CA 93940 Limited
DAYS INN - SAN CARLOS 850 ABREGO MONTEREY, CA 93940 Limited DEER HAVEN INN 750 CROCKER AVE PACIFIC GROVE, CA 93950-3727 Limited Deetjen's Big Sur Inn 48865 HIGHWAY 1 BIG SUR, CA 93920-9512 Full Discovery Inn 1106 Fremont Blvd. Seaside, CA 93955 Limited
ECONO LODGE (MONTEREY
FAIRGROUNDS INN) 2042 NO. FREMONT ST. MONTEREY, CA 93940 Limited EconoLodge Bay Breeze Inn 2049 Fremont Blvd Seaside, CA 93955 Limited Economy Inn 214 John St. Salinas, CA 93901 Limited
Economy Inn 1131 Fremont Blvd. Seaside, CA 93955 Limited Attachment 3
MCTID Management District Plan 30
November 2, 2022
EL CASTELL MOTEL 2102 NORTH FREMONT MONTEREY, CA 93940 Limited El Dorado Motel/Café Main Street 1351 N. Main Salinas, CA 93906 Limited El Rey Motel 443 W. Market St. Salinas, CA 93901 Limited El Sombrero Motel/Ramesh J. Patel 210 Abbott St. Salinas, CA 93901 Limited Embassy Suites 1441 Canyon Del Rey Blvd. Seaside, CA 93955 Full Esalen Institute 55000 HIGHWAY 1 BIG SUR, CA 93920-9546 Full Fairview Inn 1060 Fairview Ave. Salinas, CA 93905 Limited Fernwood Resort 47200 HIGHWAY 1 BIG SUR, CA 93920-9542 Limited Fireside Inn 640 Broadway St KING CITY, CA 93930 Limited FOREST LODGE PO BOX 6286 CARMEL CA 93921 Limited
Gateway Lodge 1909 Fremont Blvd. #3128 Seaside, CA 93955 Limited Glen Oaks Big Sur 47080 HIGHWAY 1 BIG SUR, CA 93920-9556 Limited Gorda Cabin Rental 7801 HIGHWAY 1 BIG SUR, CA 93920 Limited GOSBY HOUSE INN 643 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2691 Limited GREEN GABLES INN PO BOX 3073 MONTEREY, CA 93942-3080 Limited H.I. Resort Condominium Assoc, Inc 120 HIGHLAND DR CARMEL, CA 93923-9607 Full Hacienda House 505 CORRAL DE TIERRA RD SALINAS, CA 93908-8950 Limited HAMPTON INN 17777 Center Court Dr. #725 MARINA, CA 93933 Limited Hampton Inn & Suites/Salinas Hotel
Investors 523 Work St. Salinas, CA 93901 Limited
HAMPTON INN (formerly LaQuinta) 2401 DEL MONTE AVENUE MONTEREY, CA 93940 Limited HHLP SANCTUARY ASSOCIATES 3295 DUNES RD MARINA, CA 93933-2002 Full Hidden Valley Inn 102 W CARMEL VALLEY RD Carmel Valley, CA 93924-9573 Limited Highlands Inn 140 HIGHLAND DR CARMEL, CA 93923-9607 Limited HILTON GARDEN INN 1000 AGUAJITO RD MONTEREY, CA 93940 Full HOFSAS HOUSE INC. P.O. BOX 1195 CARMEL CA 93921 Limited Holiday Inn Express 1400 Del Monte Blvd. Seaside, CA 93955 Limited HOLIDAY INN EXPRESS 443 WAVE STREET MONTEREY, CA 93940 Limited Holiday Inn Express & Suites 195 Kern St. Salinas, CA 93905 Limited Holiday Inn Express & Suites
Marina 189 SEASIDE AVE MARINA, CA 93933-2505 Limited
Holman Ranch, LLC 60 HOLMAN RD Carmel Valley, CA 93924-9620 Limited HOME 2 SUITES 1534 Fremont Blvd Suite D MARINA, CA 93933 Limited HORIZON INN P. O. BOX 1693 CARMEL CA 93921 Limited
HOTEL 1110 1110 DEL MONTE AVENUE MONTEREY, CA 93940 Limited HOTEL ABREGO 755 ABREGO ST. MONTEREY, CA 93940 Full
HOTEL CARMEL 8000 S Arizona Grand Pkwy PHOENIX AZ 85044 Limited HOTEL PACIFIC 300 PACIFIC STREET MONTEREY, CA 93940 Limited HOWARD JOHNSON 416 RESERVATION RD MARINA, CA 93933-3320 Limited Howard Johnson Inn/Ambakari, Inc 131 John St. Salinas, CA 93901 Limited HYATT REGENCY MONTEREY ONE OLD GOLF COURSE RD. MONTEREY, CA 93940 Full IHG ARMY POM Presidio of Monterey MONTEREY, CA 93940 Full Inn at King City 4 Broadway Cir. KING CITY, CA 93930 Limited Inn At Moss Landing Point 8425 MOSS LANDING RD D Moss Landing, CA 95039-9679 Limited Attachment 3
MCTID Management District Plan 31
November 2, 2022
Inn At Spanish Bay, Attn: David
Hoopingarner 2700 17 MILE DR PEBBLE BEACH, CA 93953 Luxury Inn at the Pinnacles 32025 Stonewall Canyon Rd SOLEDAD, CA 93960 Limited INN BY THE BAY MONTEREY 936 MUNRAS AVENUE MONTEREY, CA 93940 Limited Inns of California 1215 De La Torre Salinas, CA 93905 Limited INTERCONTINENTAL – The Clement 750 CANNERY ROW MONTEREY, CA 93940 Full JABBERWOCK 598 LAINE ST. MONTEREY, CA 93940 Limited
Keefers Inn 615 Canal St KING CITY, CA 93930 Limited
LA PLAYA HOTEL 8000 S Arizona Grand Pkwy PHOENIX AZ 85044 Luxury LAGUNA LODGE 430 RESERVATION RD MARINA, CA 93933-3320 Limited LAMPLIGHTER INN PO BOX 6286 CARMEL CA 93921 Limited
Laurel Inn 801 W. Laurel Dr. Salinas, CA 93906 Limited
Lincoln Green Inn 26200 CARMELO ST CARMEL, CA 93923-9134 Limited LOBOS LODGE P.O. Box L-1 CARMEL CA 93921 Limited
LONE OAK MOTEL 2221 NO. FREMONT ST. MONTEREY, CA 93940 Limited Los Laureles Lodge 313 W CARMEL VALLEY RD Carmel Valley, CA 93924-9415 Full LOVERS POINT INN 9600 Blue Larkspur Ln Ste 101 MONTEREY, CA 93940-6585 Limited Lucia Lodge 62400 HIGHWAY 1 BIG SUR, CA 93920-9533 Limited MARIPOSA INN 1386 MUNRAS AVENUE MONTEREY, CA 93940 Limited MARRIOTT SPRINGHILL SUITES 215 10TH ST MARINA, CA 93933-6004 Limited MARTINE INN PO BOX 330 PACIFIC GROVE, CA 93950-0321 Limited MERRITT HOUSE 386 PACIFIC ST. MONTEREY, CA 93940 Limited Mission Ranch 26270 DOLORES ST CARMEL, CA 93923-9218 Full Monarch Inn 633 Broadway St. KING CITY, CA 93930 Limited MONARCH RESORT 1111 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2312 Limited MONTE VERDE INN PO BOX 394 CARMEL CA 93921 Limited
MONTE VERDE INN EAST P.O.BOX 394 CARMEL CA 93921 Limited MONTEREY BAY INN 242 CANNERY ROW MONTEREY, CA 93940 Limited MONTEREY BAY LODGE 55 CAMINO AGUAJITO MONTEREY, CA 93940 Limited MONTEREY FIREPLACE INN 2362 N. Fremont MONTEREY, CA 93940 Limited MONTEREY FIRESIDE MOTEL 1131 TENTH ST. MONTEREY, CA 93940 Limited MONTEREY HOSTEL 778 HAWTHORNE ST. MONTEREY, CA 93940 Limited MONTEREY HOTEL 406 ALVARADO MONTEREY, CA 93940 Limited
MONTEREY MARRIOTT 350 CALLE PRINCIPAL MONTEREY, CA 93940 Full MONTEREY OCEANSIDE INN 2030 DEL MONTE AVENUE MONTEREY, CA 93940 Limited MONTEREY PENINSULA INN 1101 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2312 Limited Monterey Pines Inn 1298 MUNRAS AVENUE MONTEREY, CA 93940 Limited MONTEREY PLAZA 400 CANNERY ROW MONTEREY, CA 93940 Full
MONTEREY SURF INN 1200 MUNRAS AVENUE MONTEREY, CA 93940 Limited MONTEREY TIDES HOTEL 2600 SAND DUNES DRIVE MONTEREY, CA 93940 Full MOTEL 6 2124 NORTH FREMONT MONTEREY, CA 93940 Limited
Motel 6 #0639/G6 Hospitality
Property LLC 1257 De La Torre Salinas, CA 93905 Limited MOTEL 6 #1026 100 RESERVATION RD MARINA, CA 93933-2517 Limited Attachment 3
MCTID Management District Plan 32
November 2, 2022
Motel 6 #1370/G6 Hospitality
Property LLC 140 Kern St. Salinas, CA 93901 Limited
MOTEL 6 MONTEREY DOWNTOWN 1240 MUNRAS AVENUE MONTEREY, CA 93940 Limited Motel 6 Soledad 152 San Felipe Rd Soledad CA 93960 Limited Mountain Paradise 17717 CACHAGUA RD Carmel Valley, CA 93924-9319 Limited MUNRAS INN 1010 MUNRAS AVE MONTEREY, CA 93940 Limited
NORMANDY INN 700 UNIVERSITY AV.#150 SACRAMENTO CA 95925 Limited OCEAN VIEW LODGE P. O. BOX 1693 CARMEL CA 93921 Limited OCM LIGHTHOUSE LODGE LLC 1150 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2360 Limited OLD MARINA INN 3110 DEL MONTE BLVD MARINA, CA 93933-3049 Limited OLD MONTEREY INN 500 MARTIN STREET MONTEREY, CA 93940 Limited OLD SAINT ANGELA INN 321 CENTRAL AVE PACIFIC GROVE, CA 93950-2934 Limited OLYMPIA MOTOR LODGE PO BOX 51907 PACIFIC GROVE, CA 93950-6907 Limited Pacific Best Inn 1141 Fremont Blvd. Seaside, CA 93955 Limited PACIFIC GARDENS INN 701 ASILOMAR BLVD PACIFIC GROVE, CA 93950-3701 Limited PACIFIC GROVE INN PO BOX 2106 MONTEREY, CA 93942-2215 Limited PACIFIC GROVE PLAZA PO BOX 476 PACIFIC GROVE, CA 93950-0476 Limited PACIFIC INN MONTEREY 2332 NORTH FREMONT ST. MONTEREY, CA 93940 Limited PADRE OAKS MOTEL 1278 MUNRAS AVE MONTEREY, CA 93940 Limited Pal Rest Easy LLC 196 Infantry RD Fort Hunter Liggett, CA 93928 Limited Parkfield Inn 70403 PARKFIELD RD SAN MIGUEL, CA 93451 Limited PELICAN INN 2058 NO. FREMONT ST. MONTEREY, CA 93940 Limited Pessagno Winery 1645 RIVER RD SALINAS, CA 93908-8751 Limited PINE ACRES LODGE 1380 LEAD HILL BLVD 201 ROSEVILLE, CA 95661-2997 Limited PINE INN P.O. Box 250 CARMEL CA 93921 Full
PORTOLA HOTEL & SPA 2 PORTOLA PLAZA MONTEREY, CA 93940 Full Post Ranch Inn 47900 HIGHWAY 1 BIG SUR, CA 93920-9576 Luxury Prunedale Motor Lodge 1017 EL CAMINO REAL N PRUNEDALE, CA 93907-3359 Limited Prunedale Motor Lodge Cabins 1017 EL CAMINO REAL N PRUNEDALE, CA 93907-3359 Limited Quail Lodge And Golf Club 8205 VALLEY GREENS DR CARMEL, CA 93923-9512 Luxury Quality Inn 1190 Broadway St. KING CITY, CA 93930 Limited QUALITY INN - FAIRGROUNDS 2075 NO. FREMONT ST. MONTEREY, CA 93940 Limited QUALITY INN - MUNRAS (Arbor Inn) 1058 MUNRAS AVENUE MONTEREY, CA 93940 Limited Quality Inn/Om Namah 144 Kern St Salinas, CA 93905 Limited RAMADA INN 323 RESERVATION RD MARINA, CA 93933-3218 Limited RAMADA LTD. CARMEL HILL 1182 CASS STREET MONTEREY, CA 93940 Limited
RED LION INN (FORMERLY BAY
PARK HOTEL) 1425 MUNRAS AVENUE MONTEREY, CA 93940 Full
RED ROOF INN 2227 N FREMONT ST MONTEREY, CA 93940 Limited Residence Inn Salinas 17215 EL RANCHO WAY SALINAS, CA 93907-1732 Limited Rex Motel/Parshottambhai M Ahir 305 Kern St. Salinas, CA 93905 Limited Ripplewood Resort 47047 HIGHWAY 1 BIG SUR, CA 93920 Full Riverside Campground 47020 HIGHWAY 1 BIG SUR, CA 93920-9556 Limited RODEWAY INN 2041 FREMONT ST MONTEREY, CA 93940 Limited
Rodeway Inn (Formerly Knights Inn) 1374 MUNRAS AVENUE MONTEREY, CA 93940 Limited Attachment 3
MCTID Management District Plan 33
November 2, 2022
ROSEDALE INN 4781 SAN LUCAS WAY SAN JOSE, CA 95135-2345 Limited Sai Enterprises DBA Motel 6 3 Broadway Cir. KING CITY, CA 93930 Limited Salinas Travel Inn/MJ Nahal Inc 425 Monterey St. Salinas, CA 93901 Limited Salinas Valley Motel/Aatray Hotels,
Inc/BAPS LLC 2100 N. Main St. Salinas, CA 93906 Limited Sand Castle Inn 1011 La Salle Ave. Seaside, CA 93955 Limited Sand Dollar Inn (formerly Magic
Carpet Inn) 1875 Fremont Blvd Seaside, CA 93955 Limited Sandpiper Inn 2408 BAY VIEW AVE CARMEL, CA 93923-9118 Limited SEA VIEW INN 35 W.POPLAR AV. SAN MATEO CA 94402 Limited SeaLamp Inn 2201 Del Monte Blvd. Seaside, CA 93955 Limited Seaside Inn 1986 Del Monte Blvd. Seaside, CA 93955 Limited SEVEN GABLES INN 301 N CANON DR STE 302 BEVERLY HILLS, CA 90210-4724 Limited Silver Saddle 705 Broadway St KING CITY, CA 93930 Limited Soledad Motel 8 1013 Front St Soledad CA 93960 Limited
SPINDRIFT INN 652 CANNERY ROW MONTEREY, CA 93940 Full
STAGE COACH LODGE 1111 10 ST MONTEREY, CA 93940 Limited Steinbeck Lodge/Travelodge/J S Inc 109 John St. Salinas, CA 93901 Limited STONEHOUSE INN 5130 COMMERCIAL CIRCLE CONCORD CA 94520 Limited Stonepine Estate Resort 150 E CARMEL VALLEY RD Carmel Valley, CA 93924-9605 Full SUNSET HOUSE PO BOX 6286 CARMEL CA 93921 Limited
SUNSET INN 133 ASILOMAR BLVD PACIFIC GROVE, CA 93950-2094 Limited SUPER 8 - FREMONT 2120 NO. FREMONT ST. MONTEREY, CA 93940 Limited SUPER 8 - MUNRAS 1300 MUNRAS AVENUE MONTEREY, CA 93940 Limited Super 8/Ram Hotels LLC 131 Kern St. Salinas, CA 93906 Limited Sure Stay Hotel 1893 Fremont Blvd. Seaside, CA 93955 Limited SVENDSGAARD'S INN PO BOX 101 CARMEL CA 93921 Limited
TALLY HO INN P.O. Box 3726 CARMEL CA 93921 Limited
Tehama Golf Club, LLC 25000 Via Malpaso Canada
Woods CARMEL, CA 93923 Limited
THE BRIARWOOD INN PO BOX 5245 CARMEL CA 93921 Limited
THE BRIARWOOD INN II PO BOX 5245 CARMEL CA 93921 Limited THE COLONIAL TERRACE P.O. BOX 1375 CARMEL CA 93921 Limited The Holly Farm 9200 CARMEL VALLEY RD CARMEL, CA 93923-9574 Limited THE HOMESTEAD 26270 DOLORES ST. CARMEL CA 93923 Limited The Inn at 1252 Monterey 1252 MUNRAS AVENUE MONTEREY, CA 93940 Limited The Inn at 1252 Monterey 1262 MUNRAS AVENUE MONTEREY, CA 93940 Limited The Lodge At Pebble Beach Attn:
David Hoopingarner 1500 CYPRESS DR PEBBLE BEACH, CA 93953 Luxury THE SEA BREEZE INN 1100 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2362 Limited THE STEVENSON MONTEREY 675 MUNRAS AVENUE MONTEREY, CA 93940 Limited THE VAGABOND'S HOUSE PO BOX 2747 CARMEL CA 93921 Limited Thunderbird Motel 1933 Fremont Blvd. #3128 Seaside, CA 93955 Limited Tickle Pink Motor Inn 155 HIGHLAND DR CARMEL, CA 93923-9601 Limited TRAVELODGE - FAIRGROUNDS 2030 N. FREMONT ST MONTEREY, CA 93940 Limited Attachment 3
MCTID Management District Plan 34
November 2, 2022
Treebones Resort 71895 HIGHWAY 1 BIG SUR, CA 93920-9573 Limited Vendange Carmel Inn & Suites 24815 CARPENTER ST CARMEL, CA 93923 Limited Ventana Big Sur 48123 HIGHWAY 1 BIG SUR, CA 93920-9538 Luxury VICTORIAN INN 487 FOAM STREET MONTEREY, CA 93940 Limited
VILLA FRANCA (FORMERLY EL
DORADO INN) 900 MUNRAS AVENUE MONTEREY, CA 93940 Limited Vision Quest Safari Bed & Breakfast 400 RIVER RD SALINAS, CA 93908-9627 Limited Wagon Wheel Motel 1217 N. Main St. Salinas, CA 93906 Limited
WAVE STREET INN (PREVIOUSLY
OTTER INN) 571 WAVE ST MONTEREY, CA 93940 Limited
WAYSIDE INN PO BOX 101 CARMEL CA 93921 Limited
Western Motel/Western Skylodge
LLC 6 S. Wood St. Salinas, CA 93906 Limited
WILKIES INN 1038 LIGHTHOUSE AVE PACIFIC GROVE, CA 93950-2424 Limited Willow Lodge 719 S. Main St. Salinas, CA 93901 Limited
Zen Mtn Center/Tassajar Springs
C/O Ccao Controlle 39171 TASSAJARA RD CARMEL VALLEY, CA 93924-9316 Limited *List as of October 2022
Attachment 3
MCTID Management District Plan 35
November 2, 2022
APPENDIX 3 – BENEFITS BY HOTEL TYPE
PROGRAMS / ACTIVITIES Luxury
NonLuxury
Full
Service
Limited
Service
General: Inclusion in Sales, Marketing, and Promotional Opportunities* X X X General: Listing on www.SeeMonterey.com with direct link to hotel page X X X General: Inclusion on SeeMonterey Online travel planning app X X X General: Inclusion on SeeMonterey Consumer Brochures X X X General: Access to SeeMonterey research reports and insights X X X General: Represented by SeeMonterey at industry conferences & events X X X Consumer: Opportunity to participate in Consumer Marketing Campaigns X X X Consumer: Public Relations participation opportunities X X X Consumer: Familiarization Tour (Press & Influencer) Opportunities X X X Consumer: Inclusion Opportunity in Social Media Efforts X X X Consumer: Inclusion Opportunity in Destination Video & Photo Shoots X X X Consumer: New project & special event opportunities X X X Travel Trade: Trade Show Opportunities X X X
Travel Trade: Sales Mission Opportunities X X X
Travel Trade: Lead Opportunities X X X
Travel Trade: Familiarization Tour Leads (Press & Travel Trade) Opportunities X X X
Meetings/Group: Brochure Inclusion (Mention) X X X
Meetings/Group: Familiarization Tours X X
Meetings/Group: Tradeshow Participation X X
Meetings/Group: Site Inspections X X
Meetings/Group: Marketing Campaigns X X
Meetings/Group: Brochure Inclusion (Full Page) X X
Inclusion in SeeMonterey destination partnership with Virtuoso Network X Attachment 3
MCTID Management District Plan 36
November 2, 2022
Representation a luxury travel conferences (e.g. ILTM) X Representation at VCA luxury travel week X
Featured in Luxury Advertising Campaign X
Featured in Luxury Public Relations Campaign X
* Each property that meets the minimum criteria of the client, journalist, or meeting planner will be promoted.
Attachment 3
MCTID Management District Plan 37
November 2, 2022
APPENDIX 4 - TOURISM ECONOMICS STUDY
Attachment 3
2 Introduction
Monterey visitor economy: overview and trends
MCCVB performance
Growing the visitor economy
Competitive funding analysis
Impact of TID funding on Monterey’s economy
Appendix 1: The impact of TIDs
Appendix 2: The ROI of destination marketing
1 2
3 4
5 6
TABLE OF
CONTENTS
1 Introduction
4 In 2019, visitors to Monterey County spent a total of $3.2 billion locally and booked 3.1 million rooms. Total visitor spending increased 43% from 2011 to 2019. The revenue generated by the Monterey County Tourism Improvement District (TID) and the work performed by the Monterey County Convention and Visitors Bureau (MCCVB) is a major factor in this accelerated growth.
This report provides a comprehensive overview of the TID and its impact on Monterey’s tourism sector and overall economy. It highlights key trends over the past decade and quantifies how TID funding benefits hotels across the county.
Right now, Monterey is experiencing a strong recovery from the pandemic. Continued support and a renewal of the TID will support these trends into the future and ensure that the county’s visitor economy reaches its full potential.
Introduction
5 In 2019, visitors spent
$3.2 billion in Monterey
County, supporting
40,480 jobs and $2.1
billion in local income
(including direct,
indirect, and induced
impacts).
Key findings
From 2011 to 2019,
spending in Monterey
increased 43%, faster
than the state and
region.
MCCVB’s group sales
team was increasing its
bookings prior to the
pandemic and provided
an ROI of 14-1.
MCCVB sales and
marketing are integral
to increasing spending
per visitor and driving
visitation in the offseason.
Monterey County’s TID
will generate $2.3 billion
in visitor spending over
the next decade.
Adopting the MCCVB’s
proposed assessment
would generate an
additional $2.2 billion,
greatly accelerating postpandemic growth.
Monterey Visitor Economy: 2 Overview and Trends
7 Importance of the visitor economy
Visitors to Monterey County spent $3.2 billion in 2019. Most of this spending accrued to the accommodations and food services sectors.
This spending directly generated (i.e., not including indirect and induced effects) 27,160 jobs, $1.4 billion of income, and $298 million in state and local taxes.
Monterey County represents approximately one-third of the Central Coast region’s tourism sector and 2% of the state’s tourism sector. *Much of this report focuses on 2019 (fiscal or calendar year) as a benchmark for a typical year.
In 2019*, visitors spent $3.2 billion in Monterey County, supporting 40,480 jobs and $2.1 billion in local income** Key tourism indictors in Monterey County, 2019
Dollar figures in millions
Sources: Dean Runyan Associates, Tourism Economics
**totals include indirect and induced impacts calculated by Tourism Economics Monterey Visitor Economy:
Overview and Trends
Total visitor spending $3,241
Accommodations $879
Food Service $967
Food Stores $78
Local Tran. & Gas $267
Arts, Ent. & Rec. $394
Retail Sales $520
Visitor Air Tran. $24
Other $112
Total Earnings** $2,161
Direct earning $1,420
Total jobs** 40,480
Direct jobs 27,160
Total S&L taxes** $398
Direct S&L taxes $298
8 Trends in the visitor economy
Meanwhile earning and jobs increased 65% and 32%, respectively.
Visitor spending increased 43% from 2011 to 2019. Growth of the visitor economy* in Monterey Dollar figures in billions
Source Dean Runyan Associates
*earnings and jobs include direct impacts only
0 5
10 15
20 25
30 $0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Thousands
Spending (left axis)
Earnings (left axis)
Jobs (right axis)
Monterey Visitor Economy:
Overview and Trends
9 Hotel sector KPIs
From FY2016-2019, ADR grew from $192 to $224, a 17% increase over three years
RevPAR grew to $164 from $137, a 20% increase.
Hotel occupancy increased to 73% from 71%.
Hotel performance metrics were all strengthening in the years prior to the pandemic.
Hotel sector KPIs in Monterey County
Dollars
Source Dean Runyan Associates
Monterey Visitor Economy:
Overview and Trends
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
$0
$50
$100
$150
$200
$250
$300
2016 2017 2018 2019 2020 2021
Occupancy (right axis)
ADR (left axis)
RePAR (left axis)
10 Visitor spending share
In 2019, Monterey County accounted for 34.7% of all spending in the Central Coast region, up from 32.5% in 2011. This increase of 2.2% may seem small; but given that visitors spent $9.4 billion dollars in the region in 2019, the 2.2% increase represents an additional $202 million in visitor spending injected into Monterey’s economy.
Monterey has been capturing an increasing share of the
region's tourism market.
Monterey share of visitor spending in the Central Coast region Share of total regional spending
Source: Dean Runyan Associates
* Includes Monterey, San Benito, San Luis Obispo, Santa Barbara, and Ventura Counties
31.0%
31.5%
32.0%
32.5%
33.0%
33.5%
34.0%
34.5%
35.0%
35.5%
2011 2012 2013 2014 2015 2016 2017 2018 2019
Monterey Visitor Economy:
Overview and Trends
11 Visitor spending comparisons
Monterey County outpaced three of four nearby leisure-oriented counties from 2011-2019, including Sonoma, San Luis Obispo, and Santa Barbara.
Monterey exhibited strong growth compared to other nearby leisure-oriented counties.
Visitor spending growth in Monterey and local competitors Index (2011=100)
Source: Dean Runyan Associates
90 100
110
120
130
140
150
160
2011 2012 2013 2014 2015 2016 2017 2018 2019
Monterey
Sonoma
Napa
San Luis Obispo
Santa Barbara
Monterey Visitor Economy:
Overview and Trends
12 Tourism employment growth comparisons
Direct employment in Monterey County reached 27,160 in 2019, up from 20,510 in 2011. This represents an increase of 32% over that time period, which is slightly faster than growth in the state and region.
Direct tourism employment in Monterey has grown at an
accelerated rate.
Direct tourism employment growth in Monterey, the region, and the state Index (2011=100)
Source: Dean Runyan Associates
90 95
100
105
110
115
120
125
130
135
2011 2012 2013 2014 2015 2016 2017 2018 2019
Monterey
Central Coast
California
Monterey Visitor Economy:
Overview and Trends
13 Hotel sector growth comparisons
Hotel room revenue in Monterey outpaced 10 competing destinations and grew almost 8% faster than the state.
Monterey led its competition in terms of room revenue
growth over the three years prior to the pandemic.
Room revenue growth in Monterey and competitors, FY2017-2019* Percent total growth
Source: STR
*We use a shorter time horizon due to data limitations
17.8%
17.6%
11.8%
10.3%
10.2%
10.0%
9.4%
8.8%
8.3%
7.1%
6.6%
4.3%
0% 10% 20%
Monterey County
South Lake Tahoe
San Francisco/San Mateo
Sonoma County,
San Jose/Santa Cruz
California
San Diego
Palm Springs
Santa Barbara/Santa Maria
Newport Beach/Dana Point
Napa County
Laguna Beach
Monterey Visitor Economy:
Overview and Trends
14 Visitor spending comparisons
While Monterey’s strong performance is notable over the entire decade, the county achieved particularly robust growth in the later half of the decade.
Between 2015 and 2019, visitor spending in Monterey increased 20%, outpacing both the region (+17%) and the state (+19%).
Visitor spending increased at a faster rate in Monterey than in the state or region.
Visitor spending growth in Monterey, the region, and the state Index (2011=100)
Source: Dean Runyan Associates
90 100
110
120
130
140
150
2011 2012 2013 2014 2015 2016 2017 2018 2019
Monterey
Central Coast
California
Monterey Visitor Economy:
Overview and Trends
3 MCCVB Performance
16 Advertising ROI
In the first half of FY2022, media campaigns run by the MCCVB generated awareness of Monterey County as a tourism destination in 4.2 million households in both drive and fly markets. These newly aware households made 115,261 trips to Monterey County and spent $136.8 million locally.
These ads produced an ROI of 75-to-1.
MCCVB advertising generates a significant ROI in drive and fly markets.
MCCVB advertising performance by market type, mid-year FY2022 Source: SMARI
MCCVB Performance
Drive Fly Total
Aware households created 2,500,000 1,700,000 4,200,000
Influenced trips to Monterey 45,857 69,404 115,261
Influenced visitor spending (millions) $44.0 $92.8 $136.8 Ad spending (millions) $0.7 $1.1 $1.8
ROI 62-to-1 84-to-1 75-to-1
17 Group sales performance
The sales teams booked 255 events in FY2019, up from 250 in FY2016.
Meanwhile, rooms booked increased to 69,000 from 61,200, a 13% increase over the same time period.
The average size of events also increased in this time period, growing to 271 rooms per event from 245.
The MCCVB’s group sales team was increasing its bookings prior to the pandemic.
MCCVB Performance
MCCVB group sales
Rooms booked
Source: MCCVB
215
220
225
230
235
240
245
250
255
260
0 10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
2016 2017 2018 2019
Rooms
Events
18 Group sales return on investment
The events booked by the MCCVB sales team resulted in 96,800 total room sales and $44 million in visitor spending. This provided an ROI of 14-to-1 when measured against their $3.1 million budget.
The MCCVB’s group sales team generated a substantial ROI in FY2019.
MCCVB Performance
MCCVB group sales performance, FY2019
Source: MCCVB; Tourism Economics
*This includes bookings in the event room block and an estimation of outside the block bookings from Tourism Economics’ and Destination International‘s Event Impact Calculator. ** Includes spending by the event organizer.
Total event rooms* 96,800
Spending per room** $455
Total Spending (millions) $44.0
Sales and group services expenses (millions) $3.1
Group sales ROI 14-to-1
19 Group sales and seasonality
While group sales* remain low in November and December, they create a substantial boost in the shoulder months of Jan.-Apr. and Sep.-Oct. when transient (i.e., not group or contract) room bookings are lower. *As reported by STR, which includes additional rooms beyond what the MCCVB books.
Group sales help fill out the off-peak “shoulder” seasons for the Monterey visitor economy.
MCCVB Performance
Seasonality of room bookings in Monterey County, 2018
Monthly share of annual rooms
0%
2%
4%
6%
8%
10%
12%
14%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Transient rooms
Group rooms
Source: STR
4 Growing the Visitor Economy
21 Overcoming supply constraints
This section reviews ways to increase the economic impact of tourism given current supply constraints
While a 73% occupancy rate may leave an impression that there are numerous available rooms, this is close to full capacity for a leisure destination. It is rare to see non-urban destinations (cities fill weekdays and ‘low’ seasons with business travelers) maintain annual occupancy rates above 75%.
Therefore, increasing the economic impact of tourism in Monterey County largely depends on some combination of increasing room inventory, increasing visitor spending per booked room, and filling out the shoulder periods (especially weekdays).
Monterey’s pre-pandemic occupancy rate was nearing full capacity.
Growing the Visitor Economy
Occupancy rate in Monterey County and competing destinations, FY2019 Source: STR
82%
78%
75%
75%
75%
73%
73%
72%
71%
70%
68%
62%
0% 20% 40% 60% 80% 100%
San Francisco/San Mateo
San Diego
California
San Jose/Santa Cruz
Sonoma County
Monterey County
Newport Beach/Dana Point
Laguna Beach,
Napa Valley
Santa Barbara/Santa Maria
South Lake Tahoe
Palm Springs
22 Importance of visitor value
To maximize the value of each visitor, the MCCVB can concentrate on the domestic-fly and overseas markets. The domestic-fly market spends 42% more than the drive market, and the overseas* market spends 192% more than the domestic drive market.
*The overseas spending estimate is a statewide average that comes from Tourism Economics’ International State Travel database and includes data inputs from a dozen sources including the NTTO, the BEA, and VisaVue Travel. This includes spending in California, but not spending on travel to the US.
Visitors from greater distances spend significantly more per trip.
Growing the Visitor Economy
Spending per trip by origin market
Sources: SMARI; Tourism Economics Dollars per trip
*California figure – calendar year 2020, other figures FY2021 $959
$1,364
$2,799
$0 $1,000 $2,000 $3,000
Domestic drive
Domestic fly
Overseas*
23 Importance of visitor value
Compared to the domestic drive market, the domestic fly market spends 31% more per night, the business conference market spends 158% more, and the overseas* market spends 190% more.
*The overseas origin market estimate uses San Jose data, the closest available data point, and comes from Tourism Economics’ Global City Travel database. This uses data inputs from a dozen sources including the NTTO, the BEA, and VisaVue Travel.
This includes spending in San Jose, but not spending on travel to the US.
Visitors from greater distances spend significantly more per night.
Growing the Visitor Economy
Spending per night by origin market
Sources: SMARI; Tourism Economics Dollars per night
*San Jose figure – calendar year 2020, other figures FY2021 ** Includes spending by the event organizer.
$153
$201
$455
$561
$0 $100 $200 $300 $400 $500 $600
Domestic drive
Domestic fly
Business conference**
Overseas*
24 Boosting the low season
While Monterey’s 73% annual occupancy rate is quite high for a non-urban leisure destination, MCCVB can realize the opportunity to increase lowseason bookings.
If the six low-season months (average occupancy 64%) matched the occupancy rate of the six high-seasons months (80%), Monterey would see an increase of 354,000 rooms booked—a 10% increase over its current total.
MCCVB is also well-positioned to increase off-season
bookings.
Growing the Visitor Economy
Seasonality and potential new booking in Monterey, 2019 Sources: STR; Tourism Economics
*Potential new room bookings if these months could match the high-season occupancy rate of 80%.
Rooms booked Occupancy rate Potential new bookings*
Jan 214,000 56% 93,000
Feb 215,000 64% 53,000
Mar 253,000 68% 44,000
Apr 277,000 75% 18,000
May 290,000 76% --
Jun 302,000 82% --
Jul 319,000 84% --
Aug 317,000 83% --
Sep 291,000 79% --
Oct 295,000 77% --
Nov 248,000 67% 49,000
Dec 210,000 55% 97,000
Total 3,231,000 354,000
5 Competitive Funding Analysis
26 TID overview
Full-service hotels are assessed $2.00 and other hotels are assessed $1.00. In FY2019, the TID (tourism improvement district) generated $4.2 million of funding dedicated for tourism promotion through the MCCVB and represented the largest source of funding for tourism promotion in the county.
The Monterey County TID assessment that funds the MCCVB ranges from $1.00 to $2.00.
Competitive Funding Analysis
Monterey hotel sector and TID details by scale, FY2019
Source: MCCVB, STR
ADR Room revenue % of Revenue
Current Avg TID per
Room Assumption
Current TID
Contribution
Contribution % of
Total TID
Luxury $455 $294,000,000 41% $2.00 $1,293,000 31%
Upper Upscale $229 $134,000,000 19% $1.50 $875,000 21%
Upscale $180 $48,000,000 7% $1.25 $333,000 8%
Upper Midscale $185 $75,000,000 10% $1.15 $468,000 11%
Midscale $179 $39,000,000 5% $1.00 $218,000 5%
Economy $132 $133,000,000 18% $1.00 $1,013,000 24%
Total $231 $724,000,000 100% $0.00 $4,201,000 100%
27 TID rate comparison
This set includes the MCCVB’s competitive set and additional DMOs that disclosed their assessment rate to Destinations International (DI).
Since the assessment is a major source of revenue for the MCCVB (and the majority of other DMOs on this list), this results in a limited tourism promotion budget for Monterey County. Increasing the TID assessment rate could generate additional funding and provide competitive funding for tourism promotion in Monterey County.
*Monterey’s per room assessment scheme results in an overall rate of 0.6% of room revenue.
Monterey’s TID assessment of 0.6%* is much lower than the competitive set average of 2.1%.
Competitive Funding Analysis
TID assessment rates in Monterey and competitors
TID assessment rate
Sources: Dean Runyan Associates; Tourism Economics
4.0%
4.0%
3.0%
3.0%
2.9%
2.3%
2.1%
2.0%
2.0%
2.0%
2.0%
2.0%
2.0%
1.5%
1.0%
1.0%
0.6%
0% 2% 4% 6%
Stockton
Huntington Beach
Newport Beach
Palm Springs
Pasadena
San Francisco
Average
Anaheim
Portland
Sonoma County
Napa Valley
San Diego
Orange County
Los Angeles
San Luis Obispo
Mendocino County
Monterey County
28 Napa County, CA
Monterey
County, CA
Santa Barbara, CA
Sonoma
County, CA
Stockton, CA
Ventura,
CA
San Luis
Obispo, CA***
Huntington
Beach, CA
Palm Springs,
CA
Lake Tahoe, CA
Newport,
CA
$0
$5
$10
$15
$20
$25
0 2 4 6 8 10 12 14 16
Thousands
Competitive funding analysis
This analysis compares destinations’ DMO budgets relative to the size of the local tourism sector (as measured by hotel room inventory). This analysis shows that Monterey County tourism promotion is underfunded compared to the line of best fit (the dotted line).
We chose to conduct a pre-pandemic analysis to provide perspective on a ‘normal’ level of DMO spending and room inventory, as the pandemic has caused severe swings.
Tourism promotion in Monterey County is underfunded
relative to local competitors.
Competitive Funding Analysis
Hotel, rooms (000’s)
Sources: Tourism Economics, DI, STR
*2018 or 2019 depending on destination’s reporting
** San Luis Obispo has greatly increased their DMO’s budget recently. The destination will likely spend close to $10m in 2022, up from $4.6m in this analysis.
Hotel rooms and DMO revenue in competing destinations, pre-pandemic* DMO budget, millions
Competitive
funding line
29 Competitive funding analysis
Examining the same data as the prior slide, we see that Monterey County provides $630 of tourism promotion spending for every hotel room, 38% below the set average.
Monterey County’s tourism promotion budget is 38% below the set average.
Competitive Funding Analysis
Funding dollars per hotel room
Sources: Tourism Economics, DI, STR
*2018 or 2019 depending on destination’s reporting
** San Luis Obispo has recently increased their DMO’s budget, and their figure may double in 2022.
Tourism promotion funding per room in select destinations, pre-pandemic $2,000
$1,536
$1,328
$1,310
$1,031
$1,012
$865
$687
$634
$630
$624
$484
$0 $1,000 $2,000 $3,000
Huntington Beach, CA
Napa County, CA
Palm Springs, CA
Sonoma County, CA
Santa Barbara, CA
Average
Newport, CA
Lake Tahoe, CA
Ventura, CA
Monterey County, CA
Stockton, CA
San Luis Obispo, CA**
Impact of TID Funding on the 6 Monterey Economy
31 Importance of visitor value
Increasing or decreasing the TID assessment rate would do little to change Monterey’s price competitiveness amongst its main competitors. Economically, elimination of the TID is unlikely to produce any positive benefit on room demand. Tourism Economics modeling on behalf of STR has consistently found hotel room demand to be highly inelastic at the market level. That is, while an individual property may gain or lose share within a market based on price, a market-wide shift in rate has no appreciable impact on room demand.
The impact of the loss of tourism promotion funding would in all likelihood far exceed any possible negative effect of higher room costs. We also note that from FY2016-2019, ADR increased 17% while the occupancy rate grew to 73% from 71%. This indicates that price sensitivity does not seem to be a major factor for visitors.
In sum, eliminating the TID would not impact hotels’ price competitiveness but would appreciably undercut Monterey’s competitive market position in the absence of concerted destination sales and marketing.
Changing the TID assessment rate would not impact local hotels’ price competitiveness.
Impact of TID Funding on the Monterey Economy
Dollars
Source: STR
* The US Open boosted room rates in Monterey County FY2019.
Average room rate in Monterey and competitors, FY2019*
$353
$333
$251
$226
$224
$200
$199
$181
$172
$171
$169
$131
$0 $100 $200 $300 $400
Laguna Beach
Napa County
San Francisco/San Mateo
Newport Beach/Dana Point
Monterey County
Santa Barbara/Santa Maria
San Jose/Santa Cruz
Sonoma County,
Palm Springs
California
San Diego
South Lake Tahoe
32 Importance of visitor value
Based on prior calculations of paid media and group sales ROIs, we estimate that the MCCVB has an organizational ROI of 47-to-1 (i.e., one dollar of MCCVB funding generates $47 of visitor spending).
The MCCVB generated an ROI of $47-to-$1.
Sources: SMARI; MCCVB; Tourism Economics
MCCVB organizational ROI calculations
Impact of TID Funding on the Monterey Economy
Value Source / calculation
Paid media ROI on visitor spending 75-to-1 See 'MCCVB Performance' section Paid Media expenses share of total DMO budget 56% MCCVB Group Sales ROI on visitor spending 14-to-1 See 'MCCVB Performance' section Group sales share of total DMO budget 33% MCCVB
Organization ROI on visitor spending 47-to-1 (75 * 61%) + (14 * 33%) 33 Scenario development
Here we evaluate the impact of changes to the TID structure via three scenarios. In the Baseline Scenario the TID structure remains the same, in the TID elimination scenario the TID is removed, and in the Alternative TID Scenario the TID structure is changed to a three-tiered flat assessment that begins at $1.50 for limited-service hotels, $4.50 for full-service hotels, and $7.00 for luxury properties with biennial escalators.
We provide additional details on the three scenarios in fiscal year 2025, as this is the first year without a “cool-down” or “ramp-up” effect (i.e. the full effect of a funding increase/decrease will not be felt in the first two years of budget changes as lags exists between assessments being collected, distributed, media spending being increased/decreased, consumers making travel plans, and visitors actually traveling).
In 2025, our Baseline Scenario forecasted MCCVB’s revenue is $9.0 million.
In the TID Elimination Scenario, the MCCVB receives $4.0 million, a decrease of $5.0 million. We estimate a 47-to-1 ROI on this lost funding spending, which results in $233 million of lost visitor spending.
Changes in the TID could create an impact of several hundred million dollars.
Impact of TID Funding on the Monterey Economy
MCCVB revenue and visitor spending in three scenarios, FY2025 Dollar figures in millions
TID Elimination
Scenario
Baseline
Scenario
Alternative
Assessment Scenario
TID revenue $0.0 $5.0 $9.8
Jurisdiction investment $4.0 $4.0 $4.0
Total MCCVB revenue $4.0 $9.0 $13.8
Revenue change relative to baseline -$5.0 -- $4.8
Anticipated ROI revenue change* 47-to-1 -- 42-to-1
Change in visitor spending -$233 -- $204
Total visitor spending $3,157 $3,391 $3,594
Sources: SMARI; MCCVB; Tourism Economics
In the Alternative Assessment Scenario, the MCCVB receives $13.8 million in revenue, an increase of $4.8 million. To be conservative and account for diminishing marginal returns on new funding, we estimate a 42-to-1 ROI on this new funding, which results in $204 million of gained visitor spending. 34 '19-'32
2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Growth Spending $3,189 $2,529 $2,197 $2,751 $3,295 $3,342 $3,391 $3,440 $3,525 $3,576 $3,627 $3,680 $3,733 $3,787 17% Earnings $1,387 $1,239 $991 $1,179 $1,405 $1,418 $1,431 $1,445 $1,473 $1,487 $1,501 $1,515 $1,529 $1,543 10% Jobs 26,895 23,765 19,342 24,226 28,431 28,265 28,100 27,936 28,053 27,890 27,727 27,565 27,404 27,244 2% Local taxes $168 $130 $114 $143 $172 $175 $178 $182 $186 $190 $193 $196 $200 $204 19% Sales tax $72 $58 $50 $63 $75 $76 $77 $78 $80 $81 $82 $83 $83 $84 15% TOT $71 $53 $47 $60 $72 $74 $76 $78 $80 $82 $84 $86 $88 $90 23% State taxes $142 $109 $96 $115 $143 $147 $153 $156 $159 $162 $164 $166 $169 $171 19% 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Spending 100 79 69 86 103 105 106 108 111 112 114 115 117 119 Earnings 100 89 71 85 101 102 103 104 106 107 108 109 110 111 Jobs 100 88 72 90 106 105 104 104 104 104 103 102 102 101 Local taxes 100 78 68 85 103 105 106 108 111 113 115 117 119 121 Sales tax 100 81 70 87 104 105 106 108 110 111 113 114 115 117 TOT 100 75 66 84 101 104 106 109 112 115 117 120 123 126 State taxes 100 77 68 81 101 104 108 110 113 114 116 118 119 121 Baseline Scenario forecast
In our Baseline Scenario, visitor spending grows to $3.8 billion in FY2032**.
Impact of TID Funding on the Monterey Economy
Monterey County’s visitor economy, Baseline Scenario*
Dollar figures in millions
Sources: SMARI; MCCVB; Tourism Economics
*Fiscal years
**Based on MCCVB projections of hotel revenue
Monterey County’s visitor economy, Baseline Scenario
Index, (FY2019=100)
35 TID Elimination scenario
The TID Elimination scenario results in $2.3 billion dollars of lost spending over the next decade.
Impact of TID Funding on the Monterey Economy
Monterey County’s visitor economy, TID Elimination Scenario Dollar figures in millions
Source: Tourism Economics
*annual average
These spending losses result in losses of $939 million in earnings, $120 million in local taxes, and an average of 1,759 jobs annually. 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Total losses Baseline Scenario visitor spending $3,189 $2,529 $2,197 $2,751 $3,295 $3,342 $3,391 $3,440 $3,525 $3,576 $3,627 $3,680 $3,733 $3,787 -- Lost TID Scenario visitor spending -- -- -- -- $3,221 $3,192 $3,157 $3,201 $3,280 $3,325 $3,370 $3,416 $3,463 $3,510 -- Lost spending -- -- -- -- $73 $150 $233 $239 $245 $251 $257 $263 $270 $277 $2,259 Lost earnings -- -- -- -- $31 $64 $98 $100 $102 $104 $106 $108 $111 $113 $939 Lost jobs* -- -- -- -- 633 1,270 1,933 1,941 1,949 1,957 1,966 1,974 1,982 1,990 1,759 Lost local taxes -- -- -- -- $3.8 $7.9 $12.3 $12.6 $12.9 $13.3 $13.7 $14.1 $14.5 $14.9 $120 Sales tax -- -- -- -- $1.7 $3.5 $5.4 $5.5 $5.6 $5.8 $5.9 $6.0 $6.2 $6.3 $52 TOT -- -- -- -- $1.6 $3.2 $5.1 $5.3 $5.4 $5.6 $5.8 $6.0 $6.2 $6.4 $51 Lost state taxes -- -- -- -- $3.2 $6.6 $10.6 $10.8 $11.1 $11.4 $11.6 $11.9 $12.2 $12.5 $102 36 TID Elimination scenario
The TID elimination scenario results in $2.3 billion dollars of lost spending over the next decade.
Impact of TID Funding on the Monterey Economy
Future visitor spending growth in Monterey, two scenarios Dollars, billions
Source: Tourism Economics
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
$4.0
$4.5
Thousands
Lost
Repeat
Baseline
TID Elimination
$2.3bn lost
over 10 years
37 Alternative Assessment Scenario
The Alternative Assessment Scenario results in $2.2 billion dollars of gained spending over the next decade.
Impact of TID Funding on the Monterey Economy
Monterey County’s visitor economy, Alternative Assessment Scenario Dollar figures in millions
These spending gains result in gains of $920 million in earnings, $118 million in local taxes, and an average of 1,716 jobs annually. 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Total gains Baseline Scenario visitor spending $3,189 $2,529 $2,197 $2,751 $3,295 $3,342 $3,391 $3,440 $3,525 $3,576 $3,627 $3,680 $3,733 $3,787 -- Alternative Assessment Scenario visitor spending -- -- -- -- $3,349 $3,448 $3,594 $3,638 $3,766 $3,812 $3,906 $3,953 $4,048 $4,096 -- Gained spending -- -- -- -- $55 $106 $204 $199 $242 $236 $279 $273 $316 $310 $2,218 Gained earnings -- -- -- -- $23 $45 $86 $83 $101 $98 $115 $112 $129 $126 $920 Gained jobs* -- -- -- -- 471 896 1,688 1,613 1,923 1,842 2,132 2,047 2,317 2,228 1,716 Gained local taxes -- -- -- -- $2.9 $5.6 $10.7 $10.5 $12.8 $12.5 $14.8 $14.6 $16.9 $16.7 $118 Sales tax -- -- -- -- $1.7 $3.5 $5.4 $5.5 $5.6 $5.8 $5.9 $6.0 $6.2 $6.3 $52 TOT -- -- -- -- $1.6 $3.2 $5.1 $5.3 $5.4 $5.6 $5.8 $6.0 $6.2 $6.4 $51 Gained state taxes -- -- -- -- $2.4 $4.7 $9.2 $9.0 $10.9 $10.7 $12.6 $12.4 $14.3 $14.0 $100 Source: Tourism Economics
*annual average
38 Alternative Assessment Scenario
The Alternative Assessment Scenario results in $2.2 billion dollars of gained spending over the next decade.
Impact of TID Funding on the Monterey Economy
Future visitor spending growth in Monterey, two scenarios Dollars, billions
Source: Tourism Economics
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
$4.0
$4.5
$5.0
Thousands
Lost
Repeat
Baseline
Alternative Assessment
$2.2bn gained
over 10 years
39 Scenario comparison
The changes in TID funding create a notable impact on the future path of the visitor economy.
Impact of TID Funding on the Monterey Economy
Future visitor spending growth in Monterey, three scenarios Dollars, billions
Source: Tourism Economics
$0.0
$0.5
$1.0
$1.5
$2.0
$2.5
$3.0
$3.5
$4.0
$4.5
Thousands
Alternative Assessment
Baseline
TID Elimination
Appendix: The National Impact of
Tourism Improvement Districts
41 National study of TID benefits
The study finds that tourism improvement districts (TIDs) provide a competitive advantage for destinations. By examining TID impacts on room demand, revenue, and visitor spending, this white paper explores that ground-breaking research and explains how TIDs enhance economic impacts in destinations.
The following pages review a collaborative research project on the impact of TIDs performed by Tourism Economics.
The Impact of Tourism Improvement Districts
42 Destination sample
The analysis covers 100 cities, including 29
TID destinations and 71 non-TID
destinations.
The Impact of TIDs
Cities included in Tourism Economics’ TID impact analysis 43 Room demand regression model
Our approach to estimate the effect of TID on room demand included:
1. 100 US destinations (counties); 29 TID destinations and 71 non-TID destinations
2. Oxford Economics databank was utilized for relevant macroeconomic indicators, namely, GDP and employment (at county level)
3. The final panel dataset consisted of 100 cross-sections and 30 time periods (1990-2019), totaling 3,000 observations
The Impact of TIDs
log 𝑅𝑜𝑜𝑚 𝑑𝑒𝑚𝑎𝑛𝑑 = 𝑏1 + 𝑏2 × log 𝐴𝑟𝑡𝑠&𝑅𝑒𝑐 𝐺𝐷𝑃
+𝑏3 × log 𝑇𝑜𝑡𝑎𝑙 𝐺𝐷𝑃 + 𝑏4 × 𝑇𝐼𝐷𝑑𝑢𝑚𝑚𝑦 + 𝑒𝑟𝑟𝑜𝑟
Where 𝑇𝐼𝐷𝑑𝑢𝑚𝑚𝑦 = 1 for a TID city, and 0 otherwise.
• The model sought to test whether a positive and significant relationship existed between the dependent variable, 𝑅𝑜𝑜𝑚 𝑑𝑒𝑚𝑎𝑛𝑑, and the independent variable 𝑇𝐼𝐷𝑑𝑢𝑚𝑚𝑦 ; a positive 𝑏4 coefficient with a small p-value. • The other two independent variables, Arts & Rec 𝐺𝐷𝑃 and 𝑇𝑜𝑡𝑎𝑙 𝐺𝐷𝑃, were employed as control variables to control for a destination’s size and its relative importance as a tourist destination.
• Below are the regression results indicating a positive and highly significant 𝑏4 coefficient.
• The results suggest that when controlled for size and importance of a destination as a tourist destination, across our sample of 100 cities, there was an average
2.12% difference in room demand between years in which a destination had an active TID and years without a TID. Results are statistically significant with a 99% confidence level.
44 High-level view
Visually, we can observe that TID destinations outperformed non-TID markets in the latest upcycle.
The Impact of TIDs
Total hotel room revenue
TID vs. non-TID cities growth
-30%
-25%
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
2002 2004 2006 2008 2010 2012 2014 2016 2018
Total hotel room revenue
TID vs. Non-TID cities growth
Source: STR, Civitas, Tourism Economics
TID cities
Non -TID cities
Total hotel room revenue
TID vs. non-TID cities (2002=100)
80%
100%
120%
140%
160%
180%
200%
220%
240%
260%
2002 2004 2006 2008 2010 2012 2014 2016 2018
Total hotel room revenue
TID vs. Non-TID cities (2002=100)
Source: STR, Civitas, Tourism Economics
TID cities
Non -TID cities
45 TID growth premium: demand
The Impact of TIDs
Room demand growth premium*
2003-2019
-0.12%
0.34%
-0.20%
-0.10%
0.00%
0.10%
0.20%
0.30%
0.40%
Before TID After TID
The demand premium is calculated as the difference between an average 3-year growth in TID cities and non-TID cities prior to the TID (“Before TID”) and post the TID (“After TID”).
• Before authorizing a TID, growth in cities that eventually had a TID was 12 basis points slower compared to growth in TID cities. • After authorizing a TID, growth in TID cities was 34 basis points faster compared to non-TID cities.
• Swing of 0.5% in room demand.
On average, a destination gains 0.5% in demand growth per year after a TID is put in place.
“Premium” is measured as the difference in growth rates between TID and non-TID destinations Source: STR, Tourism Economics
46 TID growth premium: revenue
The Impact of TIDs
Room revenue growth premium*
2003-2019
The revenue premium is calculated as the difference between an average 3-year growth in TID cities and non-TID cities prior to the TID (“Before TID”) and post the TID (“After TID”).
• Before authorizing a TID, growth in TID cities was 24 basis points faster compared to growth in non-TID cities
• After authorizing a TID, growth in TID cities was 130 basis points faster compared to non-TID cities
• Gain of 1.1% in room revenue.
On average, a destination gains 1.1% in revenue growth per year after a TID is put in place.
“Premium” is measured as the difference in growth rates between TID and non-TID destinations Source: STR, Tourism Economics
0.24%
1.30%
0.00%
0.20%
0.40%
0.60%
0.80%
1.00%
1.20%
1.40%
Before TID After TID
47 TID room demand lift
The Impact of TIDs
Average annual hotel room demand
TID cities
The 29 TID destinations in our model grew to generate 7,027,654 rooms in 2019. Without the boost generated by the TIDs, these destinations would have only generated 6,878,260 rooms.
On average, our modeling indicates that TIDs produce a 2.1% lift in hotel room demand.
Sources: STR, Civitas, Tourism Economics
6,878,260
7,027,654
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
5,500,000
6,000,000
6,500,000
7,000,000
7,500,000
Average annual hotel room demand
TID cities
Source: STR, Civitas, Tourism Economics
Actual room
demand
Estimated room
demand in
absence of TID
48 TID room demand lift
The Impact of TIDs
Average annual hotel room demand
TID cities (millions)
The 29 TID destinations in our model grew to generate $1.12 billion in room revenue in 2019. Without the boost generated by the TIDs, these destinations would have only generated $1.07 billion in room revenue.
On average, our modeling indicates that TIDs produce a 4.5% lift in hotel room revenue.
Sources: STR, Civitas, Tourism Economics
$1,067
$1,118
$300
$400
$500
$600
$700
$800
$900
$1,000
$1,100
$1,200
1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 Average annual hotel room revenue
TID cities (millions)
Actual room revenue
Estimated room
revenue in
absence of TID
49 Economic benefits of TIDs
Tourism promotion funding provided by TIDs results in more visitors and visitor spending, and this spending represents a new injection to the local economy with many downstream benefits . In total, benefits are felt on three levels.
• Direct Impacts: Visitors create direct economic value within a discreet group of sectors (e.g., recreation, transportation). This supports a relative proportion of jobs, wages, taxes, and GDP within each sector. • Indirect Impacts: Each directly affected sector also purchases goods and services as inputs (e.g., food wholesalers, utilities) into production.
These impacts are called indirect impacts.
• Induced Impacts: Lastly, the induced impact is generated when employees whose wages are generated whether directly or indirectly by visitors, spend those wages in the local economy.
The impacts of TIDs go beyond just the hotel and tourism sector.
The Impact of Tourism Improvement Districts
RETAIL
ENTERTAINMENT/REC
FOOD & BEVERAGE
LOCAL TRANSPORTATION
LODGING
AIR TRANSPORTATION
SALES
GDP
JOBS
INCOME
TAXES
Appendix 2: The ROI of Destination Marketing
51 The ROI of Destination Marketing
Many state and local CVBs and DMOs conduct periodic assessments of marketing effectiveness. There are several goals of these studies, including understanding how specific marketing campaigns are perceived by households, how effective the campaigns are in having an impact on households’ intent to travel to a given destination, and which target markets are showing differing level of responsiveness to marketing.
Frequently these studies include a specific analysis of the ROI of marketing spending in the form of a quantitative assessment of the level of incremental visitor spending and tax revenues that are attributable to destination marketing.
These studies use a variety of methods and are measuring the impact of a range of different campaigns across different situations. For example, a specific study may look at incremental visitors attracted by a state-level marketing campaign conducted by a state that attracts travelers from a range of national markets, while another study may focus on the results of a more targeted regional campaign carried out by a city-level CVB. While the results of a specific study pertain most directly to the situation that was analyzed and the corresponding assumptions, it is appropriate to consider broader inferences from the research. We analyzed recent studies that included an estimate of the incremental visitor spending attributable to advertising campaign spending.
For example, in a fairly typical approach, a study would:
• Use a survey to analyze the effect of a specific advertising campaign on households’ travel to a given destination, such as by analyzing the impact on actual travel among those that had observed the advertising or by analyzing the impact on households’ intentions to travel; • Project that effect to the broader set of households in the marketing area to estimate the number of incremental visits attributable to the campaign;
• Apply typical levels of spending per visitor to estimate incremental visitor spending; and,
• Compare incremental visitor spending to the level of advertising spending to estimate the ROI.
Tourism Economics summarized the estimates of incremental visitor spending per dollar of advertising campaign spending from these studies in the table on the following page
52 The ROI of Destination Marketing
Estimates of incremental visitor spending per dollar of advertising campaign spending from the set of studies we analyzed is summarized in the adjacent table, supporting the following observations:
Overall, we observe that recent marketing campaigns by destination marketing organizations at the metro/regional level have generated approximately $53 of incremental visitor spending per dollar of advertising spending.
These ROI estimates relate directly to advertising spending. It is also appropriate to consider a visitor spending ROI relative to total CVB operating costs, or relative to public funding. As an example of the former approach, Meet Minneapolis reports the ratio of visitor spending associated with events tracked in its group sales management system to total CVB operating costs has averaged $33 in recent years. This excludes almost all leisure visitor spending.
As an example of an ROI based on public funding, the Florida state government recently analyzed the return on investment for public funding of Visit Florida.
The analysis attributed Visit Florida’s public funding (excluding, for example, significant private funding for cooperative advertising and promotions) to generating $11.2 billion of visitor spending during the three-year-period through FY 2013, representing a visitor spending ROI of $97, and a state tax revenue ROI of $3.2 ($3.20 of state tax revenue generated by each $1 of state funding).
Marketing ROI matrix
Sources: Local studies compiled by Tourism Economics
53 For more information:
[email protected]
Tourism Economics is an Oxford Economics company with a singular objective: combine an understanding of the travel sector with proven economic tools to answer the most important questions facing our clients. More than 500 companies, associations, and destination work with Tourism Economics every year as a research partner. We bring decades of experience to every engagement to help our clients make better marketing, investment, and policy decisions. Our team of highly-specialized economists deliver:
• Global travel data-sets with the broadest set of country, city, and state coverage available • Travel forecasts that are directly linked to the economic and demographic outlook for origins and destinations • Economic impact analysis that highlights the value of visitors, events, developments, and industry segments • Policy analysis that informs critical funding, taxation, and travel facilitation decisions • Market assessments that define market allocation and investment decisions Tourism Economics operates out of regional headquarters in Philadelphia and Oxford, with offices in Belfast, Dubai, Frankfurt, and Ontario.
Oxford Economics is one of the world’s foremost independent global advisory firms, providing reports, forecasts and analytical tools on 200 countries, 100 industrial sectors and over 3,000 cities. Our best-of-class global economic and industry models and analytical tools give us an unparalleled ability to forecast external market trends and assess their economic, social and business impact. Headquartered in Oxford, England, with regional centers in London, New York, and Singapore, Oxford Economics has offices across the globe in Belfast, Chicago, Dubai, Miami, Milan, Paris, Philadelphia, San Francisco, and Washington DC, we employ over 400 full-time staff, including 300 professional economists, industry experts and business editors—one of the largest teams of macroeconomists and thought leadership specialists.
About Tourism Economics
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
February 7, 2023
CONSENT AGENDA
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Chip Rerig, City Administrator
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-017, authorizing City Co-Sponsorship of the Carmel Public Library Foundation's Annual Donor Salute Event at the Main Library on Sunday, March 5, 2023; and Authorizing City Co-Sponsorship of the Carmel Public Library Foundation's Annual Sterling Circle Event at the Main Library on Sunday, June 11, 2023.
RECOMMENDATION:
Adopt Resolution 2023-017, authorizing City co-sponsorship of the Carmel Public Library Foundation's annual Donor Salute event at the Main Library on Sunday, March 5, 2023 and authorizing City cosponsorship of the Carmel Public Library Foundation's annual Sterling Circle event at the Main Library on Sunday, June 11, 2023.
BACKGROUND/SUMMARY:
The Carmel Public Library Foundation (CPLF) is requesting the use of the Main Library to hold its annual Donor Salute event, on Sunday, March 5, 2023. Donor salute is held each to thank those who donate $100 or more in a calendar year to the CPFL.
The CPLF is also requesting the use of the Main Library to hold its annual Sterling Circle event on Sunday, June 11, 2023 from 3:00pm - 5:00pm at the Main Library. The Sterling Circle event is held annually to thank the CPLF Planned Giving Program donors.
Per City Policy C89-47 "Support Groups Policy", the use of library facilities shall be determined by the Harrison Memorial Library Board of Trustees, with the exception of events at which alcoholic beverages are offered. The Board of Trustees considered the CPLF's request at its January 24, 2023 meeting and voted to recommend that the City authorize co-sponsorship of both of the events.
Wine will be served during the event. The CPLF will secure a Daily License Permit from the Department of Alcoholic Beverage Control.
Per policy C89-47, the City will not provide insurance coverage for any City Support Groups in a City building at which alcohol is served, unless the activity is officially co-sponsored by resolution of the City Council.
Both Donor Salute and Sterling Circle are opportunities for the CPLF to extend its gratitude and appreciation to its donors for their support.
FISCAL IMPACT:
None.
PRIOR CITY COUNCIL ACTION:
The Council has adopted a resolution authorizing co-sponsorship of both events for over 10 years.
ATTACHMENTS:
Attachment 1) Resolution 2023-017
Attachment 2) Request Letter
Attachment 3) Support Groups Policy
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-017
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA
AUTHORIZING CITY CO-SPONSORSHIP OF THE CARMEL PUBLIC LIBRARY FOUNDATION’S ANNUAL DONOR SALUTE AT THE MAIN LIBRARY ON SUNDAY, MARCH 5, 2023 AT WHICH ALCOHOL WILL BE SERVED AND AUTHORIZING CITY COSPONSORSHIP OF THE CARMEL PUBLIC LIBRARY FOUNDATION’S STERLING CIRCLE EVENT AT THE MAIN LIBRARY ON SUNDAY, JUNE 11, 2023
WHEREAS, the Harrison Memorial Library Board of Trustees and the Carmel Public Library Foundation are requesting City co-sponsorship of the Annual Donor Salute on Sunday, March 5, 2023 from 3:00 p.m. to 5:00 p.m. at Harrison Memorial Library; and WHEREAS, the Harrison Memorial Library Board of Trustees and the Carmel Public Library Foundation are requesting City co-sponsorship of the Sterling Circle event on Sunday, June 11, 2023 from 3:00 p.m. to 5:00 p.m. at Harrison Memorial Library; and WHEREAS, City Policy C89-07 requires City Support Groups to obtain City Council approval to cosponsor events at which alcohol is served; and WHEREAS, it is necessary to notify the City’s insurance carrier of the co-sponsorship.
NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES:
1. Agree to co-sponsor the Carmel Public Library Foundation’s Annual Donor Salute on March 5, 2023.
2. Agree to co-sponsor the Carmel Public Library Foundation’s Sterling Circle event on June 11, 2023.
3. Authorize the City Administrator to notify the Harrison Memorial Library Board of Trustees and Carmel Public Library Foundation of the Council’s concurrence to co-sponsor the event.
4. Authorize the City Administrator to officially notify the City’s insurance carrier of the cosponsorship.
Attachment 1
Resolution 2023-017