Attachment 1
○ Adopt an Accessory Dwelling Unit (ADU) ordinance (in progress); ○ Incentivize onsite hotel employee housing;
○ Establish design and development standards for the A-2 zoning district (Sunset Center) for senior housing, which is already a permitted use; ○ Allow manufactured homes in the R-1 district (required per State law); ○ Eliminate the Use Permit requirement for multi-family development; ○ Increase the floor area bonus from 15% to 25% for projects that include affordable housing; and
○ Allow a low-barrier navigation center (required per state law). ● Establish an Affordable Housing Trust Fund (funding and use to be determined by City Council): goal to raise $1 million in 8 years
Chapter 3 - Housing Needs and Constraints (20 pages)
● Summary of Carmel-by-the-Sea demographic data (population, employment, housing, etc.); note that Pacific Grove and Del Rey Oaks were used as a comparison to Carmel. ● Overview of governmental constraints affecting housing production. For details, see Appendix B.
Chapter 4 - Sites Inventory (6 pages)
● High-level Sites Inventory summary. For details, see Appendix C.
Chapter 5 - Energy and Resource Conservation (9 pages)
● Incorporates information from the City’s Climate Action & Adaptation Plans. ● PG&E Programs and Incentives for energy efficiency.
● MPWMD rebates for water conservation.
● Federal and State financial assistance programs.
Appendix A - Housing Needs and Fair Housing Report (89 pages) ● Introduction with an explanation of “Affirmatively Furthering Fair Housing” or “AFFH” requirements per Gov. Code, § 8899.50, subd. (a)(1).
● Population, employment, and household characteristics. ● Disproportionate housing needs.
● Special needs groups.
● Access to opportunity.
● Housing stock characteristics.
● Fair housing enforcement and outreach capacity.
● Fair housing recommendations.
Appendix B - Housing Constraints (47 pages)
● Overview of Governmental and Non-Governmental constraints to housing development, including but not limited to:
○ Lengthy design review process;
○ Fees are financially prohibitive to lower-income households; ○ Two-story building height limit;
Attachment 1
○ Use Permit requirements for new residential projects; ○ Subjective design standards which create uncertainty for developers; ○ Protection of historic resources;
○ Coastal Zone regulations;
○ Outdated Accessory Dwelling Unit (ADU) ordinance;
○ Lack of development standards in the A-2 district (Sunset Center); and ○ Lack of water due to State Water Resources Control Board Order 95-10 and the 2008 Cease-and-Desist Order.
Appendix C - Vacant and Available Sites (38 pages)
● 35 identified sites that could accommodate 283 housing units. ○ Sites zoned R-1 that would require a rezone if retained in the sites inventory list:
■ Pine Inn parking lot (6 units)
■ First Church of Christ (9 units)
■ Red Cross (6 units)
■ American Legion (5 units)
■ Carmel Presbyterian (36 units)
○ Options for rezoning could include A-2 (senior housing) or R-4 (multi-family). ○ An alternative to rezoning (open for discussion): eliminate one or more of these sites and replace them with other properties that do not require rezoning. ● 46 units attributed to potential onsite hotel employee housing units ● 72 units attributed to potential accessory dwelling units ● Grand Total: 401 units (52 surplus units over our 349 RHNA goal = 15% buffer) Note: A buffer is necessary due to the likelihood HCD will reject some of our proposed sites.
Appendix D - Review of Previous Housing Element (9 pages) ● Effectiveness of 5th cycle (2015-2023) Housing Element; progress in implementation; and appropriateness of Goals, Objectives, and Polices.
Appendix E - List of Contacted Organizations (11 pages) ● Summary of outreach efforts to date.
Appendix F - ECONorthwest Feasibility Study (37 pages)
● Feasibility Study prepared by consultant ECONorthwest and received by the City Council on February 7, 2023.
Attachment 1
Attachment 2
Click on the link below to access a full PDF version of the Initial Public Review Draft Housing Element (302 pages):
https://homecarmelbythesea.com/20454/widgets/65851/documents/43518 Attachment 2
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
July 11, 2023
PUBLIC HEARINGS
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Chip Rerig, City Administrator
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-075 Declaring the Results of the Majority Protest Proceedings and Renewing the Carmel Restaurant Improvement District (CRID), and Second Reading/Adoption of Ordinance 2023-005 to Renew the CRID Recommendation: Hold a final hearing, declare results of majority protest proceeding, adopt Resolution 2023-075, conduct the second reading of Ordinance 2023-005 by title only, and adopt Ordinance 2023-005 to renew the CRID.
RECOMMENDATION:
Hold a final hearing, declare results of majority protest proceeding, adopt Resolution 2023-075, conduct the second reading of Ordinance 2023-005 by title only, and adopt Ordinance 2023-005 to renew the CRID.
BACKGROUND/SUMMARY:
BACKGROUND
The CRID is a benefit assessment district proposed to continue to help fund marketing and sales promotion efforts for certain Carmel restaurant businesses. This approach has been used successfully in other destination areas throughout the state to increase sales at assessed restaurant businesses. The renewed CRID includes all full service restaurant businesses, existing and in the future, located within the City boundaries of Carmel-by-the-Sea.
The CRID was initially formed on January 1, 2019 for a five (5) year term. Restaurant business owners decided to pursue renewal of the CRID in order to continue a revenue source devoted to providing sales and marketing services to increase restaurant food and drink sales at assessed restaurant businesses. If renewed, the CRID would generate approximately $240,000 on an annual basis for promotion of Carmel restaurant businesses. The initial “year” of operations will be a partial year consisting of six (6) months, with an anticipated assessment budget of $96,000.
RESTAURANT IMPROVEMENT DISTRICTS
Restaurant Improvement Districts (RIDs) utilize the efficiencies of private sector operation in the marketbased promotion of restaurants. These special assessment districts allow restaurant business owners to organize their efforts to increase restaurant sales. Restaurant business owners within the RID fund the RID, and those funds are used to provide services that the businesses desire and that benefit the restaurant businesses within the RID.
RID benefits:
Funds cannot be diverted for other government programs
They are customized to fit the needs of each destination They allow for a wide range of services; including: marketing of the destination and assessed businesses, promotion activities and sales lead generation They are designed, created and governed by those who will pay the assessment They provide a stable funding source for restaurant promotion In California, Restaurant Improvement Districts are renewed pursuant to the Property and Business Improvement District Law of 1994. This law allows for the creation of a special benefit assessment district to raise funds within a specific geographic area. The key difference between RIDs and other special benefit assessment districts is that funds raised are returned to the private non-profit corporation governing the RID.
MANAGEMENT DISTRICT PLAN
The Management District Plan (Attachment 1) includes the proposed boundary of the CRID, a service plan and budget and a proposed means of governance. The CRID will include all full service restaurant businesses, existing and in the future, within the City boundaries of Carmel-by-the-Sea.
The proposed CRID will have a nine (9) year and six (6) months year life, beginning January 1, 2024 or as soon as possible thereafter, and ending on June 30, 2033. The assessment will be implemented beginning January 1, 2024. Once per year beginning on the anniversary of CRID renewal, there shall be a thirty (30) day period in which business owners paying fifty percent (50%) or more of the assessment may protest and begin proceedings to terminate the CRID.
The City will be responsible for collecting the assessment on a quarterly basis from each assessed restaurant business located in the CRID boundaries. The City shall forward the assessments to Visit Carmel, which will have the responsibility of managing CRID programs as provided in this Management District Plan. The City shall retain a fee equal to two percent (2%) of the amount of assessment collected to cover its costs of collection and administration.
CRID RENEWAL PROCESS
May 2, 2023 RESOLUTION OF INTENTION MEETING
(Completed)
Upon the submission of a written petition, signed by the restaurant business owners in the renewed CRID who will pay more than fifty percent (50%) of the assessments
proposed to be levied, the City Council may initiate
proceedings to renew the CRID by the adoption of a
resolution expressing its intention to renew the CRID.
Petition Status: Petitions in favor of CRID renewal were submitted which represent over 50% of the total CRID
assessment. This majority petition allows the Council to initiate proceedings for CRID renewal at the May 2, 2023 meeting.
May 22, 2023 NOTICE (Completed)
The Property and Business Improvement District Law of
1994 requires the City mail written notice to the owners of all businesses proposed to be within the CRID. Mailing the
notice begins a mandatory forty-five (45) day period in which owners may protest CRID renewal.
June 6, 2023 INTRODUCTION/FIRST READING OF ORDINANCE
(Completed)
Allow public testimony on the renewal of the CRID and levy of assessments. No City Council action required.
At the public meeting, the City Council shall introduce and conduct the first reading of the ordinance renewing the CRID and levying the assessment.
July 11, 2023 FINAL PUBLIC HEARING AND SECOND
READING/ADOPTION OF THE ORDINANCE
If written protests are received from the owners of restaurant businesses in the proposed renewed CRID which will pay
more than fifty percent (50%) of the assessments proposed to be levied and protests are not withdrawn so as to reduce the protests to less than fifty percent (50%), no further proceedings to levy the proposed assessment against such businesses shall be taken for a period of one (1) year from the date of the finding of a majority protest by the City Council.
If the City Council, following the public hearing, decides to renew the proposed CRID, the City Council shall adopt a resolution of formation (Attachment 2).
Following a successful public hearing and first reading of the ordinance, the City Council shall convene to hold a second reading of the ordinance renewing the CRID and levying the assessment. Upon successful passage of the ordinance, the CRID shall be renewed, and the ordinance (Attachment 3) shall go into effect thirty (30) days after successful passage of the ordinance.
ALTERNATIVES
The Council could choose not to adopt the Resolution Declaring Results of Majority Protest Proceedings and Renewing the CRID and the Ordinance to Renew the CRID. Staff does not recommend this option.
FISCAL IMPACT:
None immediately. The City will retain a fee of two percent (2%) of the amount collected to cover its costs of administration. Because the district programs are intended to increase commerce in the City, there may be an increase in sales tax collections.
PRIOR CITY COUNCIL ACTION:
On May 2, 2023, Council adopted Resolution 2023-050, the Resolution of Intention to renew the CRID and initiate proceedings.
On June 6, 2023, during a public hearing, Council introduced Ordinance 2023-005.
ATTACHMENTS:
Attachment 1) CRID Management Plan
Attachment 2) Resolution 2023-075
Attachment 3) Draft Ordinance 2023-005
2024-2033
CARMEL RESTAURANT IMPROVEMENT DISTRICT
MANAGEMENT DISTRICT PLAN
Prepared pursuant to the Property and Business Improvement District Law of 1994, Streets and Highways Code section 36600 et seq.
July 11, 2023
Deleted: April 10
Attachment 1
Contents
I. OVERVIEW ........................................................................................................................................3 II. BACKGROUND ................................................................................................................................5 III. BOUNDARY.......................................................................................................................................6 IV. ASSESSMENT BUDGET AND SERVICES................................................................................7 A. Annual Service Plan ........................................................................................................7 B. Annual Budget.................................................................................................................9 C. California Constitutional Compliance ............................................................................10 D. Assessment....................................................................................................................12 E. Penalties and Interest .....................................................................................................12 F. Time and Manner for Collecting Assessments ...............................................................13 V. GOVERNANCE...............................................................................................................................14 A. Owners’ Association......................................................................................................14 B. Brown Act and California Public Records Act Compliance ...........................................14 C. Annual Report ...............................................................................................................14 APPENDIX 1 – LAW...............................................................................................................15 APPENDIX 2 – ASSESSED BUSINESSES .............................................................................26 Prepared by
Civitas
(800)999-7781
www.civitasadvisors.com
Attachment 1
CRID Management District Plan 3
July 11, 2023
Deleted: April 10
I. OVERVIEW
Developed by Visit Carmel (VC) and Carmel restaurant businesses, the Carmel Restaurant Improvement District (CRID) is an assessment district proposed to continue to provide specific benefits to payors, by funding marketing and sales promotion efforts for assessed businesses. This approach has been used successfully in other destination areas throughout the country to provide the benefit of increased restaurant food and drink sales and market assessed businesses in the CRID. The CRID was initially formed on January 1, 2019 for a five (5) year term. VC and Carmel restaurant businesses now wish to renew the CRID for a nine (9) year and six (6) months term.
Location: The CRID includes all full service restaurant businesses, existing and in the future, located within the City boundaries of the City of Carmel-by-the-Sea, as shown on the map in Section III.
Services: The CRID is designed to provide specific benefits directly to payors by increasing restaurant food and drink sales and revenue therefrom. Sales and marketing services will be provided to increase restaurant food and drink sales and market assessed businesses in the CRID.
Budget: The total CRID annual assessment budget for each full fiscal year (July 1 – June 30) of operations is anticipated to be approximately $240,000. The initial “year” of operations will be a partial year consisting of six (6) months, with an anticipated assessment budget of $96,000. A similar assessment budget is expected to apply to subsequent years, but this budget is expected to fluctuate as restaurant food and drink sales do, as businesses open and close, and if the assessment rate increases or decreases, as detailed in Section IV.
Cost: The annual assessment rate is one quarter of one percent (0.25%) of gross food and drink sales revenue. During the CRID’s term, the assessment rate may be increased by the CRID Management Committee to a maximum rate of one percent (1%) of gross food and drink sales revenue for assessed businesses. The maximum increase or decrease in any year shall be one quarter of one percent (0.25%). If the assessment rate is increased, it may subsequently be decreased but shall not be decreased below a minimum of one quarter of one percent (0.25%) of gross food and drink sales revenue.
Collection: The City will be responsible for collecting the assessment on a quarterly basis (including any delinquencies, penalties and interest) from each assessed business located in the boundaries of the CRID. The City shall take all reasonable efforts to collect the assessments from each assessed business.
Duration: The CRID will have a nine (9) year and six (6) month life, beginning January 1, 2024 or as soon as possible thereafter, and ending on June 30, 2033. After nine (9) years and six (6) months, the CRID may be renewed pursuant to the 94 Law if business owners support continuing the CRID programs. Once per year, beginning on the anniversary of CRID 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 City Council hearing on CRID termination.
Deleted: payers
Deleted: months year life
Attachment 1
CRID Management District Plan 4
July 11, 2023
Deleted: April 10
Management: Visit Carmel shall continue to serve as the CRID’s Owners’ Association. Visit Carmel Board has formed a CRID Management Committee, which is comprised of a minimum of three (3) business owners, or their representatives, paying the CRID assessment which will be responsible for implementing this Plan. The CRID Management Committee shall be responsible for managing funds and implementing programs in accordance with this Plan, and must provide annual reports to the City Council.
Attachment 1
CRID Management District Plan 5
July 11, 2023
Deleted: April 10
II. BACKGROUND
Business Improvement Districts (BIDs) utilize the efficiencies of private sector operation in the market-based promotion of business districts. BIDs allow business owners to organize their efforts to increase sales and promotional efforts. Business owners within the district fund a BID, and those funds are used to provide services that the businesses desire and benefit the businesses within the district.
Business Improvement District services may include, but are not limited to:
➢ Marketing of the District
➢ Business Promotion Activities
➢ Infrastructure Improvements
In California, BIDs are formed pursuant to the Property and Business Improvement District Law of 1994 (PBID Law). This law allows for the creation of special benefit assessment districts to raise funds within a specific geographic area. The key difference between BIDs and other special benefit assessment districts is that funds raised are managed by the private non-profit corporation governing the district.
There are many benefits to Business Improvement Districts:
➢ Funds cannot be diverted for other government programs; ➢ Services are customized to fit the needs of each district; ➢ They allow for a wide range of services, including those listed above; ➢ Business Improvement Districts are designed, created and governed by those who will pay the assessment; and
➢ They provide a stable funding source for business promotion.
The PBID Law is provided in Appendix 1 of this document.
Attachment 1
CRID Management District Plan 6
July 11, 2023
Deleted: April 10
III. BOUNDARY
The CRID will include all full service restaurant businesses, existing and in the future, within the City boundaries of the City of Carmel-by-the-Sea, as shown in the map below.
As used herein, full service restaurant business means: a restaurant business providing a full line of prepared food and drinks using non-disposable plates, glasses, and utensils for immediate consumption on the site. Full line restaurant businesses provide table service to patrons who pay after eating. Full service restaurant businesses may provide takeout service. As used herein, restaurant business does not include coffee shops, bakeries, candy shops, or any business that sells food and/or drinks incidentally to its main business purpose.
A complete listing of assessed businesses within the CRID can be found in Appendix 2.
Attachment 1
CRID Management District Plan 7
July 11, 2023
Deleted: April 10
IV. ASSESSMENT BUDGET AND SERVICES
A. Annual Service Plan
Assessment funds will 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 conferring the benefits or granting the privileges. The privileges and services provided with the CRID funds are activities and improvements designed to increase restaurant food and drink sales and revenue therefrom.
A service plan assessment budget has been developed to deliver services that benefit the assessed businesses. A detailed annual assessment budget will be developed and approved by the Owners’ Association. The table below illustrates the annual assessment budget for fiscal year January 1, 2024- June 30, 2024, which covers the initial six (6) month period of the CRID.
Although actual revenues will fluctuate due to market conditions, the proportional allocations of the budget shall remain the same. The table below illustrates the annual assessment budget for fiscal year two (July 1, 2024- June 30, 2025). However, the VC board shall have the authority to adjust budget allocations between the categories by no more than fifteen percent (15%) of the total budget per year.
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 CRID, any and all assessment funds may be used for the costs of defending the CRID.
Sales & Marketing,
$67,200 , 70%
Administration,
$16,320 , 17%
Contingency/Reserve,
$10,560 , 11%
Collections,
$1,920 , 2%
Fiscal Year 2024 (January- June)
Assessment Budget: $96,000
Attachment 1
CRID Management District Plan 8
July 11, 2023
Deleted: April 10
Each budget category includes all costs related to providing that service. For example, the sales and marketing budget includes the cost of staff time dedicated to overseeing and implementing the sales and marketing program. Staff time dedicated purely to administrative tasks is allocated to the administrative portion of the budget. The costs of an individual staff member may be allocated to multiple budget categories. The staffing levels necessary to provide the services below will be determined by the VC on an as- needed basis.
Sales and Marketing
A sales and marketing program will promote assessed restaurant businesses. The sales and marketing program will have a central theme of promoting Carmel as a desirable place for culinary experiences.
The program will have the goal of increasing customers and sales at assessed businesses and may include the following activities:
• Internet marketing efforts, including the use of digital ad programs and social media, to increase awareness and optimize internet presence to drive customers and sales to assessed businesses;
• Print and digital ads in magazines and newspapers, television/video ads, and radio/podcast ads targeted at potential visitors to drive customers and sales to assessed businesses; • Public relations campaigns to increase awareness and brand image using earned media coverage;
• Direct to consumer e-mail and mail campaigns;
• Attendance at media events and/or trade shows to promote assessed businesses; • Preparation and production of collateral promotional materials such as brochures, flyers and maps featuring assessed businesses;
• Attendance at professional industry conferences and affiliation events to promote assessed businesses;
Sales & Marketing,
$168,000 , 70%
Administration,
$40,800 , 17%
Contingency/Reserve,
$26,400 , 11%
Collections, $4,800
, 2%
Fiscal Year 2024/2025 (July- June)
Assessment Budget: $240,000
Attachment 1
CRID Management District Plan 9
July 11, 2023
Deleted: April 10
• Creation of or participation in promotional culinary or dining events; • Lead generation activities designed to attract customers to assessed businesses; • Development and maintenance of a website designed to promote assessed businesses; and • Creative asset and content creation including photo and video production.
Administration
The administration portion of the budget shall be utilized for administrative staffing costs, office costs, advocacy and other general administrative costs such as insurance, legal, and accounting fees.
Contingency/Reserve
The budget includes a contingency line item to account for uncollected assessments, if any. 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 CRID Management 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 CRID Management Committee. The reserve fund may be used for the costs of renewing the CRID.
Collections
The City shall retain a fee equal to two percent (2%) of the amount of assessment collected to cover its costs of collection and administration.
B. Annual Budget
The total CRID annual assessment budget for each full fiscal year (July 1 – June 30) of operations is anticipated to be approximately $240,000. The initial “year” of operations will be a partial year consisting of six (6) months, with an anticipated assessment budget of $96,000. A similar assessment budget is expected to apply to subsequent years, but this budget is expected to fluctuate as restaurant food and drink sales do, as businesses open and close, and if the assessment rate is increased or decreased pursuant to Section IV.
The annual assessment rate is one quarter of one percent (0.25%) of gross food and drink sales revenue. During the CRID’s term, the assessment rate may be increased by the CRID Management Committee to a maximum rate of one percent (1%) of gross food and drink sales revenue for assessed businesses. The maximum increase or decrease in any year shall be one quarter of one percent (0.25%).
The table below demonstrates the estimated maximum budget if the assessment rate is increased at the earliest opportunity each year, as it is a required disclosure, it is not the anticipated course of action.
Alternate courses of action may be taken in regard to implementing the assessment rate increase other than what is demonstrated in the chart below, within the parameters of this Management District Plan.
Estimated Annual Budget if Maximum Assessment Rates are Adopted Year Sales &
Marketing Admin Contingency/Reserve Collection Total
Jan -Jun 2024 $67,200 $16,320 $10,560 $1,920 $96,000
2024/2025 $168,000 $40,800 $26,400 $4,800 $240,000
2025/2026 $252,000 $61,200 $39,600 $7,200 $360,000
2026/2027 $336,000 $81,600 $52,800 $9,600 $480,000
2027/2028 $336,000 $81,600 $52,800 $9,600 $480,000
2028/2029 $336,000 $81,600 $52,800 $9,600 $480,000
2029/2030 $336,000 $81,600 $52,800 $9,600 $480,000
Attachment 1
CRID Management District Plan 10
July 11, 2023
Deleted: April 10
The table below demonstrates the annual improvement and service plan budget with the assumption that the rates will not be increased during the CRID’s term.
Estimated Annual Budget if Maximum Assessment Rates Are Not Adopted Year Sales &
Marketing Admin Contingency/Reserve Collection Total
Jan - Jun 2024 $72,000 $16,320 $10,560 $1,920 $96,000
2024/2025 $180,000 $40,800 $26,400 $4,800 $240,000
2025/2026 $180,000 $40,800 $26,400 $4,800 $240,000
2026/2027 $180,000 $40,800 $26,400 $4,800 $240,000
2027/2028 $180,000 $40,800 $26,400 $4,800 $240,000
2028/2029 $180,000 $40,800 $26,400 $4,800 $240,000
2029/2030 $180,000 $40,800 $26,400 $4,800 $240,000
2030/2031 $180,000 $40,800 $26,400 $4,800 $240,000
2031/2032 $180,000 $40,800 $26,400 $4,800 $240,000
2032/2033 $180,000 $40,800 $26,400 $4,800 $240,000
Total $1,692,000 $383,520 $248,160 $45,120 $2,256,000
C. California Constitutional Compliance
The CRID 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 CRID 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 CRID, 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 City 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 CRID. The activities described in this Plan are specifically targeted to increase gross food and drink sales revenue for assessed businesses within the boundaries of the CRID, and are narrowly tailored. CRID funds will be used exclusively to provide the specific benefit of increased demand for food and drink sales directly to the assessees. Assessment funds shall not be used to feature non-assessed businesses in CRID programs, or to directly generate sales for non-assessed businesses. The activities paid for from assessment 1 Jarvis v. the City of San Diego 72 Cal App. 4th 230
2 Cal. Const. art XIII C § 1(e)(1)
2030/2031 $336,000 $81,600 $52,800 $9,600 $480,000
2031/2032 $336,000 $81,600 $52,800 $9,600 $480,000
2032/2033 $336,000 $81,600 $52,800 $9,600 $480,000
Total $2,839,200 $689,520 $446,160 $81,120 $4,056,000
Attachment 1
CRID Management District Plan 11
July 11, 2023
Deleted: April 10
revenues are business services constituting and providing specific benefits to the assessed businesses. Nothing in this Plan limits the ability of the Owners’ Association to enter into private contracts with non-assessed businesses for the provision of services to those businesses.
The assessment imposed by this CRID 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 an increase in gross food and drink sales revenue. The specific benefit of an increase in gross food and drink sales revenue for assessed businesses will be provided only to businesses paying the district assessment, with marketing and sales programs promoting businesses paying the CRID assessment. The marketing and sales programs will be designed to increase gross food and drink sales revenue at each assessed business. Because they are necessary to provide the marketing and sales programs that specifically benefit the assessed businesses, the administration and contingency and collections services also provide the specific benefit of increased gross food and drink sales revenue to the assessed businesses.
Although the CRID, in providing specific benefits to payors, may produce incidental benefits to nonpaying 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 CRID 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
CRID activities and improvements will be implemented carefully to ensure they do not exceed the reasonable cost to the City of such activities and improvements. The full amount assessed will be used to provide the activities and improvements described herein. Funds will be managed by the CRID Management Committee, and reports submitted on an annual basis to the City. Only assessed restaurant businesses will directly benefit from other CRID-funded services. Non-assessed restaurant businesses will not directly receive these, nor any other, CRID-funded services and benefits.
The CRID-funded programs 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 restaurant businesses receive incremental gross food and drink revenue, that portion of the promotion or program generating that gross food and drink revenue shall be paid with non-CRID funds. CRID 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 gross food and drink sales for non-assessed businesses.
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 1
CRID Management District Plan 12
July 11, 2023
Deleted: April 10
D. Assessment
The annual assessment rate is one quarter of one percent (0.25%) of gross food and drink sales revenue. During the CRID’s term, the assessment rate may be increased by the CRID Management Committee to a maximum rate of one percent (1%) of gross food and drink sales revenue for assessed businesses. The maximum increase or decrease in any year shall be one quarter of one percent (0.25%).
If the assessment rate is increased, it may subsequently be decreased but shall not be decreased below a minimum of one quarter of one percent (0.25%) of gross food and drink sales revenue.
The assessment was calculated based on the total cost of the activities to be provided for the benefit of the businesses within the CRID with costs allocated based on the proportional benefit conferred to each business. Activities funded by the CRID are specifically targeted to increase food and drink sales revenue at assessed businesses. All food and drink sales do not represent the same benefit to the payors. For example, higher priced food and drink is of greater benefit than lower priced food and drink because the assesse derives greater revenue. To account for this benefit differential and to make sure the benefits are proportional, an assessment formula based on a percentage of revenue has been selected. The proposed formula accurately reflects greater benefit to assessed businesses with higher priced food and drink.
The term “gross food and drink sales revenue” as used herein means: the consideration charged whether or not received, for prepared food and drink items to be consumed on or off the businesses’ premises valued in money, whether to be received in money, goods, labor or otherwise, including all receipts, cash, credits, and property and services of any kind or nature, without any deduction therefrom whatsoever.
Gross food and drink sales revenue shall not include, for purposes of the assessment: facility rental fees, off-site catered or ticketed events, nor revenue generated from retail products, such as branded promotional items (coffee mugs, t-shirts, hats, etc.), and similar items.
The assessment is levied upon and is a direct obligation of the assessed business. However, the restaurant business may, at its discretion, pass the assessment on to customers. The amount of assessment, if passed on to each customer, shall be disclosed in advance and separately stated from the amount of consideration charged and any other applicable taxes, and each customer shall receive a receipt for payment from the business. The assessment is imposed solely upon and is the sole obligation of the assessed restaurant business even if it is passed on to customers. The California Department of Tax and Fee Administration (CDTFA) issued a written opinion that state sales tax applies to the revenue generated from Business Improvement District (BID) assessments on items where state sales tax is levied. In light of CDTFA’s opinion, businesses that pay both state sales tax and CRID assessments on sales are advised to collect sales tax on the assessment revenue.
Bonds shall not be issued.
E. Penalties and Interest
The City shall be responsible for collection of delinquent assessments. The City of Carmel-by-theSea shall retain any penalties or interest collected with unpaid assessments as its fee for collecting the delinquent assessments. Assessed businesses which are delinquent in paying the assessment shall be responsible for paying:
1. Original Delinquency: Any assessed business which fails to remit payment of assessments within fourteen (14) days of the due date shall pay a penalty of ten percent (10%) of the amount of the assessment in addition to the amount of the assessment.
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CRID Management District Plan 13
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2. Continued Delinquency: If an assessed business fails to remit any delinquent remittance within sixty (60) days, the City may file a complaint against the assessed business. If the City determines than an assessed business is delinquent, the assessed business can be sent directly to collections without further review and the assessed business will be responsible for all late fees, interest, and collection fees.
3. Fraud: If it is determined 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 above.
4. Interest: In addition to penalties imposed, any assessed business which fails to remit any assessment shall pay simple interest at the rate of six percent (6%) per year or fraction thereof on the amount of the assessment, exclusive of penalties, from the date on which the assessment 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.
F. Time and Manner for Collecting Assessments
Visit Carmel shall be responsible for educating new and existing businesses in the CRID of its renewal.
The City shall notify Visit Carmel when a business closes, opens or changes ownership within the CRID. The CRID assessment will be implemented beginning January 1, 2024 and will continue for nine (9) years and six (6) months through June 30, 2033. The City will be responsible for collecting the gross food and drink sales revenue assessment on a quarterly basis (including any delinquencies, penalties and interest) from each assessed business. The City shall take all reasonable efforts to collect the assessments from each assessed business. The City shall forward the assessments collected to Visit Carmel within thirty (30) days from collection.
Deleted: years
Attachment 1
CRID Management District Plan 14
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V. GOVERNANCE
A. Owners’ Association
The 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 CRID as defined in Streets and Highways Code §36612.
The City Council has determined that the Visit Carmel will continue to serve as the Owners’ Association for the CRID. The CRID Management Committee, comprised of a minimum of three (3) business owners, or their representatives, paying the CRID assessment, will continue to be responsible for implementing this Plan. Visit Carmel shall continue to be responsible for managing funds and implementing programs in accordance with this Plan and by direction of the CRID Management Committee, and must provide annual reports to the City Council.
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 Board and certain committees must be held in compliance with the public notice and other requirements of the Brown 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. The Owners’ Association is also subject to the record keeping and disclosure requirements of the California Public Records Act.
C. Annual Report
The VC shall present an annual report at the end of each year of operation to the 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 pursuant to this part.
Attachment 1
CRID Management District Plan 15
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APPENDIX 1 – LAW
*** THIS DOCUMENT IS CURRENT THROUGH THE 2023 SUPPLEMENT *** (ALL 2022 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.
Attachment 1
CRID Management District Plan 16
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Therefore, for special benefits to exist as a separate and distinct category from general benefits, the 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”
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CRID Management District Plan 17
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“Business” means all types of businesses and includes financial institutions and professions. 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.
Attachment 1
CRID Management District Plan 18
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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”
(a) “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.
(b) “Special benefit” also includes, for purposes of a property-based district, a particular and distinct benefit provided directly to each assessed parcel within the district. Merely because parcels throughout an assessment district share the same special benefits does not make the benefits general. 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
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CRID Management District Plan 19
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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.
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 estimated 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 Attachment 1
CRID Management District Plan 20
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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 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 their 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. (3) In a property-based district, properties throughout the district may share the same special benefits. In a district with boundaries that define which parcels are to receive improvements, maintenance, or activities over and above those services provided by the city, the improvements, maintenance, or activities themselves may constitute a special benefit. The city may impose assessments that are less than the proportional special benefit conferred, but shall not impose assessments that exceed the reasonable costs of the proportional special benefit conferred. Because one or more parcels pay less than the special benefit conferred does not necessarily mean that other parcels are assessed more than the reasonable cost of their special benefit. (l) 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. (m) 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 Attachment 1
CRID Management District Plan 21
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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 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.
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(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
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
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CRID Management District Plan 23
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(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.
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 Attachment 1
CRID Management District Plan 24
July 11, 2023
Deleted: April 10
(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 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
Attachment 1
CRID Management District Plan 25
July 11, 2023
Deleted: April 10
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. (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 1
CRID Management District Plan 26
July 11, 2023
Deleted: April 10
APPENDIX 2 – ASSESSED BUSINESSES
Akaoni
Alvarado Street Brewery
Anton & Michel Restaurant
Aubergine
AW Shucks
Basil Pangaea Grill
Barmel Patisserie Boissiere
Brophy's Tavern Portabella
Bud's at La Playa Promesa
Cantinetta Luca Rise + Roam
Carmel Belle Seventh and Dolores
Carmel Burger Bar Stationaery
Carmel's Hidden Gem Sushi Heaven
Café Luna Terrys Lounge
Carmel's Bistro Giovanni The Pocket
Casanova Restaurant Tommys Wok
Catch Toro Sushi
Chez Noir Tree House Cafe
Cottage Restaurant Tuck Box
Cultura Comida Y Bebida Vesuvio & Star Bar
Dametra Cafe Village Corner
Edwin's Carmel Yafa
Enzo Ristorante Italiano
Flaherty's Seafood Grill & Oyster Bar
Flying Fish Grill
Foray
Forge in the Forest
Grasings Coastal Cuisine
Grill on Ocean Ave
Hogs Breath Inn
Il Fornaio
Il Tegamino
Katy's Place
L Escargot
La Balena
La Bicyclette
Le Souffle
Little Napoli & Bar Napoli
Little Swiss Cafe
Links Club
Mission Bistro
Mulligan Public House
Nicolás Cocina de Herencia
*List as of March 2023
Deleted: Little Swiss Cafe
Deleted: Links Club
Deleted: Mission Bistro
Deleted: Mulligan Public House
Deleted: Nicolás Cocina de Herencia
Attachment 1
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-075
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA
DECLARING RESULTS OF MAJORITY PROTEST PROCEEDINGS AND RENEWING THE
CARMEL RESTAURANT DISTRICT (CRID)
WHEREAS, the City of Carmel-by-the-Sea (City) created the CRID in 2018 by Resolution No. 2018 – 107 for a five (5) year term which ends on December 31, 2023; and WHEREAS, the Property and Business Improvement District Law of 1994 (Streets and Highways Code §36600 et. seq.) authorizes the City to renew business improvement districts upon petition by a weighted majority of the business owners located within the boundaries of the district; and
WHEREAS, restaurant business owners who will pay more than fifty percent (50%) of the proposed assessment, as weighted according to the amount of the assessment to be paid by the petitioner, within the boundaries of the CRID have petitioned the City Council to renew the CRID; and
WHEREAS, included with the petitions was a Management District Plan (Plan) summary that describes the proposed assessment to be levied on certain restaurant businesses within the CRID to pay for sales and marketing programs, and other improvements and activities set forth in the Plan; and
WHEREAS, the assessed restaurant businesses within the CRID will receive a specific benefit from the activities and improvements set forth in the Plan; and WHEREAS, on May 2, 2023 at 4:30 PM at Council Chambers located at City Hall, east side of Monte Verde Street between Ocean and Seventh Avenues, Carmel-by-the-Sea. CA 93923, the City Council adopted a Resolution of Intention, Resolution No. 2023-050; and WHEREAS, the public meeting and public hearing to consider the renewal of the CRID have been properly noticed in accordance with Streets and Highways Code §36623; and WHEREAS, on June 6, 2023 at 4:30 PM at Council Chambers located at City Hall, east side of Monte Verde Street between Ocean and Seventh Avenues, Carmel-by-the-Sea. CA 93923, the City Council held a public meeting regarding the renewal of the CRID, held the first reading of the Ordinance to renew the CRID and continue the levy of assessments, and the City Council heard and received objections and protests, if any, to the renewal of the CRID and the levy of the proposed assessment; and
WHEREAS, on July 11, 2023 at 4:30 PM at Council Chambers located at City Hall, east side of Monte Verde Street between Ocean and Seventh Avenues, Carmel-by-the-Sea. CA 93923, the City Council held a public hearing regarding the renewal of the CRID, and the City Council heard and received all objections and protests, if any, to the renewal of the CRID and the levy of the proposed assessment; and
Attachment 2
WHEREAS, on July 11, 2023, following the receipt of all objections and protests and the adoption of this Resolution of Formation, a second reading of the Ordinance to renew the CRID and levy the assessments will be heard. At the conclusion of the second reading of the Ordinance, the City Council may adopt the Ordinance to renew the CRID and levy the assessments; and WHEREAS, the City Clerk has determined that there was no majority protest. A majority protest is defined as written protests received from owners of businesses in the renewed CRID which would pay fifty percent (50%) or more of the assessments proposed to be levied. Protests are weighted based on the assessment proposed to be levied on each restaurant business; and WHEREAS, adoption of this Resolution does not diminish the legal effect of the adoption of the Ordinance to be adopted at the final hearing; and WHEREAS, the City bears the burden of proving by a preponderance of the evidence that an assessment imposed for a specific benefit or specific government service is not a tax, that the amount is no more than necessary to cover the costs to the City in providing the specific benefit or specific government service, and that the manner in which those costs are allocated to a payor bear a fair or reasonable relationship to the specific benefits or specific government services received by the payor.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL THAT:
1. The recitals set forth herein are adopted by the City Council as findings and they are true and correct.
2. The CRID is hereby renewed for a nine (9) year and six (6) month life year term, beginning January 1, 2024 or as soon as possible thereafter, and ending on June 30, 2033.
3. The Plan dated July 11, 2023 is hereby adopted and approved.
4. The activities to be provided to benefit assessed restaurant businesses in the CRID will be funded by the levy of the assessment. The revenue from the assessment levy shall not be used: to provide activities that directly benefit businesses outside the CRID; to provide activities or improvements outside the CRID; or for any purpose other than the purposes specified in this Resolution, the Resolution of Intention, the Ordinance, and the Plan. Notwithstanding the foregoing, improvements and activities that must be provided outside the CRID boundaries to create a specific benefit to the assessed restaurant businesses may be provided, but shall be limited to marketing or signage pointing to the CRID.
5. The City Council finds as follows:
a) The activities funded by the assessment will provide a specific benefit to assessed restaurant businesses within the CRID that is not provided to those not paying the assessment.
b) The assessment is a charge imposed for 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.
Attachment 2
c) The assessment is a charge imposed for 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.
d) Assessments imposed pursuant to the CRID are levied solely upon the assessed restaurant business, and the assessed restaurant business owner is solely responsible for payment of the assessment when due. If the owner chooses to collect any portion of the assessment from a transient, that portion shall be specifically called out and identified for the transient in any and all communications from the restaurant business owner as specified in the Plan.
6. The assessments levied for the CRID shall be applied towards sales and marketing programs to increase restaurant food and drink sales and market assessed restaurant businesses in the CRID.
7. Assessments levied on restaurant businesses pursuant to this resolution shall be levied on the basis of benefit. Because the services provided are intended to increase gross food and drink sales revenue, an assessment based on gross food and drink sales revenue is the best measure of benefit.
8. The assessments for the entire CRID will total approximately $240,000 in the first full fiscal year. The initial “year” of operations will be a partial year consisting of six (6) months, with an anticipated assessment budget of $96,000.
9. Bonds shall not be issued to fund the CRID.
10. The CRID shall include all full service restaurant businesses, existing and in the future, located within the City boundaries of the City of Carmel-by-the-Sea. A boundary map is attached hereto and incorporated herein by reference.
11. The assessments shall be used for the purposes set forth above and any funds remaining at the end of any year may be used in subsequent years in which the CRID assessment is levied as long as they are used consistent with the requirements set forth herein.
12. The assessments to fund the activities and improvements for the CRID will be collected by the City on a quarterly basis, and in accordance with Streets and Highways Code §36631.
13. The City Council, through adoption of this Resolution and the 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 CRID as defined in Streets and Highways Code §36612. The City Council has determined that Visit Carmel shall continue to be the CRID Owners’ Association.
14. Visit Carmel, pursuant to Streets and Highways Code §36650, 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 improvement and activities described in the report. The first report shall be due after the first year of operation of the CRID.
Attachment 2
15. The CRID renewed pursuant to this resolution will be subject to any amendments to the Property and Business Improvement District Law of 1994 (California Streets and Highways Code §36600 et. seq.).
16. The City Clerk, or his or her designee, is directed to take all necessary actions to complete the renewal of the CRID and to levy the assessments.
17. This Resolution shall take effect immediately upon its adoption by the City Council.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 11th day of July 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_________________________ _________________________
Dave Potter Nova Romero, MMC
Mayor City Clerk
Attachment 2
Boundary Map
Attachment 2
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
ORDINANCE NO. 2023-005
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA RENEWING THE CARMEL RESTAURANT IMPROVEMENT DISTRICT (CRID) FOR A TERM OF NINE (9) YEARS AND SIX (6) MONTHS, BEGINNING JANUARY 1, 2024 OR AS SOON AS POSSIBLE THEREAFTER, AND ENDING ON JUNE 30, 2033
WHEREAS, the City of Carmel-by-the-Sea created the Carmel Restaurant Improvement District (CRID) for a five (5) year term by Resolution No. 2018-107; and WHEREAS, the initial five (5) year term of the CRID ends on December 31, 2023; and WHEREAS, full service restaurant businesses who will pay more than fifty percent (50%) of the proposed assessment have petitioned the Council to renew the CRID; and WHEREAS, included with the petitions was a Management District Plan (Plan) summary that describes the proposed assessment to be levied on full service restaurant businesses to pay for sales and marketing services, and other improvements and activities set forth in the Plan; and WHEREAS, the assessed full service restaurant businesses within the CRID will receive a specific benefit from the activities and improvements set forth in the Plan; and WHEREAS, on May 2, 2023, at 4:30 PM at the Council Chambers located at City Hall, east side of Monte Verde Street between Ocean and Seventh Avenues, the Council adopted a Resolution of Intention, Resolution No. 2023-050; and
WHEREAS, the public meeting and public hearing to consider the renewal of the CRID have been properly noticed in accordance with Streets and Highways Code §36623; and WHEREAS, on June 6, 2023 at 4:30 PM at the at the Council Chambers located at City Hall, east side of Monte Verde Street between Ocean and Seventh Avenues, the Council will hold a public meeting regarding the renewal of the CRID, and subsequently held the first reading of this Ordinance to renew the CRID and continue the levy of assessments, and the Council will hear and receive objections and protests, if any, to the renewal of the CRID and the levy of the proposed assessment; and
WHEREAS, it is scheduled that on July 11, 2023 at 4:30 PM at the Council Chambers located at City Hall, east side of Monte Verde Street between Ocean and Seventh Avenues, the Council will hold a public hearing to renew the CRID and continue the levy of assessments, and the Council will hear and receive all objections and protests, if any, to the renewal of the CRID and the levy of the proposed assessment; and
WHEREAS, it is scheduled that on July 11, 2023, following the receipt of all objections and protests and the adoption of the Resolution of Formation, Resolution No. 2023-050 a second reading of this Ordinance to renew the CRID and to continue the levy of assessments will be heard. At the conclusion of the second reading of the Ordinance, the Council may adopt the Ordinance, renewing the CRID and levying the assessment; and
WHEREAS, it is scheduled that the City Clerk will confirm by July 11, 2023, that there was no majority protest. A majority protest is defined as written protests received from owners of full service restaurant businesses in the renewed CRID which would pay fifty percent (50%) or more of the assessments proposed to be levied. Protests are weighted based on the assessment proposed Attachment 3
Ordinance No. 2023-005
to be levied on each assessed full service restaurant business; and WHEREAS, pursuant to the Taxpayer Protection and Government Accountability Act (TPGAA), an initiative certified eligible for qualification for the November 5, 2024, general election ballot, the proposed assessment is an exempt charge as the CRID is a restaurant improvement district formed under the provisions of the Property and Business Improvement District Law of 1994, as set forth in the Streets and Highways Code §36600, et seq.; and WHEREAS, the amount of the proposed assessment for the entire CRID in each full fiscal year (July 1 – June 30) will total approximately $240,000. The initial “year” of operations will be a partial year consisting of six (6) months, with an anticipated assessment budget of $96,000.
Pursuant to the TPGAA, the City has found the proposed assessment amount is reasonable given the scope of services to be provided and shall not exceed the actual cost of providing the CRID services to the payors; and
WHEREAS, adoption of this Ordinance does not diminish the legal effect of the adoption of the Resolution of Formation.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES HEREBY ORDAIN AS FOLLOWS:
Section 1. Findings. The City Council of the City of Carmel-by-the-Sea does hereby find that the above referenced recitals are true and correct and material to the adoption of this Ordinance; and Section 2. Codification. This Ordinance shall not be codified in the Carmel-by- the-Sea Municipal Code.
Section 3. Enacted. All provisions of the Carmel Restaurant Improvement District (“CRID”) are made effective through this Ordinance as follows:
3.1 Renewed. The City hereby renews the CRID for a nine (9) year and six (6) months life, beginning January 1, 2024 or as soon as possible thereafter, and ending on June 30, 2033, under the provisions of the Property and Business Improvement District Law of 1994, as set forth in the Streets and Highways Code of the state, Section 36600 et seq.
3.2 Management District Plan. The Management District Plan (Plan) dated July 11, 2023 is hereby adopted and approved.
3.3 Activities and Improvements. The activities to be provided to benefit full service restaurant businesses in the CRID will be funded by the levy of the assessment. The revenue from the assessment levy shall not be used: to provide activities that directly benefit businesses outside the CRID; to provide activities or improvements outside the CRID; or for any purpose other than the purposes specified in this Ordinance, the Resolution of Intention, the Resolution of Formation, and the Plan. Notwithstanding the foregoing, improvements and activities that must be provided outside the CRID boundaries to create a specific benefit to the assessed full service restaurant businesses may be provided, but shall be limited to marketing or signage pointing to the CRID.
The Council finds as follows:
A. The activities funded by the assessment will provide a specific benefit to assessed full service restaurant businesses within the CRID that is not provided to those not paying the assessment.
B. The assessment is a charge imposed for a specific benefit conferred or privilege granted directly to the payor that is not provided to those not charged, and which does not exceed Attachment 3
Ordinance No. 2023-005
the reasonable costs to the local government of conferring the benefit or granting the privilege.
C. The assessment is a charge imposed for 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.
D. Assessments imposed pursuant to the CRID are levied solely upon the assessed full service restaurant business, and the full service restaurant business owner is solely responsible for payment of the assessment when due. The amount of assessment, if passed on to each customer, shall be disclosed in advance and separately stated from the amount of consideration charged and any other applicable taxes, and each customer shall receive a receipt for payment from the business.
E. The assessments levied for the CRID shall be applied toward sales and marketing services, and other improvements and activities as set forth in the Plan.
F. Assessments levied on full service restaurant businesses pursuant to this Ordinance shall be levied on the basis of benefit. Because the services provided are intended to increase restaurant food and drink sales, an assessment based on gross food and drink sales revenue is the best measure of benefit.
3.4 Budget. The assessments for the entire CRID in each full fiscal year (July 1 – June 30) of operations will total approximately $240,000. The initial “year” of operations will be a partial year consisting of six (6) months, with an anticipated assessment budget of $96,000.
3.5 Bonds. Bonds shall not be issued to fund the CRID.
3.6 Boundaries. The renewed CRID includes all full service restaurant businesses, existing and in the future, located within the City boundaries of the City of Carmel-by-the-Sea as described in the Plan.
3.7 Assessments.
A. The annual assessment rate is one quarter of one percent (0.25%) of gross food and drink sales revenue. During the CRID’s term, the assessment rate may be increased by the CRID Management Committee to a maximum rate of one percent (1%) of gross food and drink sales revenue for assessed full service restaurant businesses. The maximum increase or decrease in any year shall be one quarter of one percent (0.25%). If the assessment rate is increased, it may subsequently be decreased but shall not be decreased below a minimum of one quarter of one percent (0.25%) of gross food and drink sales revenue.
B. The assessments shall be used for the purposes set forth herein and any funds remaining at the end of any year may be used in subsequent years in which the CRID assessment is levied as long as they are used consistent with the requirements set forth herein.
3.8 Collections. The City will be responsible for collecting the assessment on a quarterly basis (including any delinquencies, penalties and interest) from each assessed full service restaurant business located in the boundaries of the CRID. The City shall take all reasonable efforts to collect the assessments from each assessed full service restaurant business.
3.9 Owners’ Association. The Council through adoption of this Ordinance and the 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 CRID as defined in Streets and Highways Code §36612. The City Council has determined that Visit Carmel will continue to serve as the Owners’ Association for the CRID. The CRID Management Committee, comprised of a minimum of three (3) business owners, or their representatives, paying the CRID assessment, will continue to be responsible for implementing the Plan. Passage of this Ordinance authorizes the Attachment 3
Ordinance No. 2023-005
Council to contract with Visit Carmel to administer the CRID.
3.10 Annual Report. Visit Carmel, pursuant to Streets and Highways Code §36650, 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 improvement and activities described in the report. The first report shall be due after the first year of operation of the CRID.
3.11 Amendments to Enabling Legislation. The CRID renewed pursuant to this Ordinance shall be subject to any amendments to the Property and Business Improvement District Law of 1994 (California Streets and Highways Code §36600 et. seq.).
Section 4. Severability. If any section, subsection, phrase, or clause of this ordinance is for any reason held to be unconstitutional, such decision shall not affect the validity of the remaining portions of this ordinance.
The City Council hereby declares that it would have passed this Ordinance and each section, subsection, phrase or clause thereof irrespective of the fact that any one or more sections, subsections, phrases, or clauses be declared unconstitutional.
Section 5. Publication. The City Clerk shall publish or post this ordinance in the manner required by law.
Section 6. Effective Date. This Ordinance of the City of Carmel-by-the-Sea shall be effective thirty (30) days after its passage.
INTRODUCED at a Regular meeting of the City Council of the City of Carmel-by-the-Sea on the 6th day of June, 2023.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this ______ day of _____________, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVE: ATTEST:
________________________ ___________________________
Dave Potter, Mayor Nova Romero, MMC, City Clerk
Attachment 3
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
Staff Report
July 11, 2023
PUBLIC HEARINGS
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Jane Hogan, Accountant
APPROVED BY: Chip Rerig, City Administrator
SUBJECT:
Resolution 2023-076 adopting the Fiscal Year 2023- 2024 Fee Schedule for Administrative Services, Community Planning and Building, Public Safety and Public Works Services
RECOMMENDATION:
Adopt Resolution 2023-076 adopting the Fiscal Year 2023- 2024 Fee Schedule for Administrative Services, Community Planning and Building, Public Safety and Public Works Services.
BACKGROUND/SUMMARY:
In March 2023, the City hired Revenue and Cost Specialists, LLC (“RCS”) to prepare a cost of services study (“Study”). The study calculated the cost to the City associated with providing certain types of services to specific customers, or users, of the services. Examples of charges for services include design plan review and tree removal permits. These services have an identifiable user that receives a direct benefit from the service, and thus, the City may legally recover its cost of providing the service from the user through a fee or charge for service.
The study proposed a recommended fee for various services based upon full cost recovery. Staff incorporated recommendations provided by Council into the proposed fee schedule first adopted in May 2020 and have adjusted the fees annually for inflation in accordance with City policy. In March 2023, the City retained RCS to prepare an update to the original study in order to examine the relationship between the current fees being charged and the cost of providing the service, again, in accordance with City policy that stipulates fees should be reviewed at least every three years. The update occurred in April and involved the consultant revising the City’s costs of providing services based upon staff salaries and benefits and other allowable overhead expenses and interviewing City staff regarding the processes involved in completing various activities for the Community Planning and Building and Public Works Departments. Public Safety, Administration and Community Activities FY 2023-2024 fees are adjusted +4.9% in line with the City’s fiscal policy C94-01 and based upon the San Francisco-Oakland-Hayward area Consumer Price Index (CPI) for the time period from December 2021 to December 2022.
Summary
The purpose of this agenda item is to provide an update regarding fees and for Council to adopt the proposed master fee schedule for the upcoming fiscal year. Upon adoption of the resolution, the fees will become effective on September 9, 2023. Since the prior fee schedules have been adjusted annually for inflation, overall the Proposed Fiscal Year 2023-2024 (“FY 23-24”) fees are fairly consistent with the current fee schedule, with a few exceptions as summarized in more detail by the functional area, below.
Detailed information regarding the fees are available within the City of Carmel-by-the-Sea Fee Study Update Report (Attachment 3). The Study includes a description of the service, the staff position(s) involved in performing the service, the average processing time, cost of the service and the current and proposed fees. A summary matrix of the current and proposed fees is also included as reference as Attachment 2 for comparison.
The proposed fees associated with the charges for services are intended to recover 100% of the City’s cost of providing the service from the user, or beneficiary, of the service. However, Council may determine that certain services have a community-wide benefit and choose to reduce fees associated with certain services. If fees are reduced to less than 100% of cost recovery, then the difference between the cost of the service and the fee charged to the user needs to be made up, or subsidized, by other General Fund revenues. This in turn means that there would be less General Fund revenue available for other communitywide services. Staff recommends that Council strive to achieve full cost recovery for all services.
Functional Area - Community Planning and Building
The majority of the City’s charges for services pertain to services provided by the Community Planning and Building Department. These services include such activities as design review, use permits, historical evaluations, and building plan review and inspections. For FY 23-24, there is a mix of proposed increases and decreases to planning-related fees. For FY 23-24, the Department is also proposing a new fee for Reasonable Accommodation-Staff, Mills Act Maintenance Plan Review, Mills Act 5-Year Inspection, and Mills Act 10-Year Maintenance Plan Review. The Department is also proposing removal of the temporary sign permit fee (S-048).
Carmel’s costs for planning and building services are based upon the cost of City staff and other allowable expenses as well as the processes involved in completing activities, such as design review. The Neighboring Jurisdictions Comparatives Table 1: Planning Fees Comparison (Attachment 4), provides a snapshot of development fees for the City and neighboring jurisdictions pertaining to our more common permits. The comparison is based upon assumptions as to which applications would be required in other agencies as the nomenclature for planning services varies among jurisdictions and do not always match. In addition, the processes undertaken by agencies may also be quite different. With these caveats, the comparison table does provide an illustration of Carmel’s current and proposed fees in relation to the range of fees charged by other jurisdictions.
Functional Area- Public Works
The FY 23-24 proposed fees for Tree Removal, Tree Pruning and Tree Appeals are significantly greater than the current fees charged. For FY 23-24, the Department is also proposing a new fee for Tree Evaluations.
Historically, Council has subsidized tree permitting within the City and prior proposed tree permitting fees have not been approved with the adopted Fee Schedule. The Neighboring Jurisdictions Comparatives Table 2: Tree Pruning and Removal Fees Comparison (Attachment 4) details the comparison of charges for tree activities by neighboring cities. Please note the actual process undertaken for reviewing a tree permit may be substantially different in other jurisdictions, which would contribute to the amount of the fee.
FISCAL IMPACT:
Some development fees, such as land use approval and processing fees, building permit and inspections and zoning and use permits are not effective until 60 days after Council adoption. Therefore, the proposed fees become effective on September 9, 2023. The Fiscal Year 2023-2024AdoptedBudget includes $2.8 million in revenue generated from charges for services. Cost recovery for services allows for a more equitable financing of these services as the specific user pays for the service rather than other General Fund revenues such as property tax, sales and use tax and transient occupancy tax subsidizing the cost of the service for the individual user.
PRIOR CITY COUNCIL ACTION:
Council adopted the Fiscal Year 2022- 2023 Fee Schedule on May 3, 2022.
ATTACHMENTS:
Attachment 1) Resolution 2023-076 Adopting FY 23- 24 Fee Schedule Attachment 2) Current and Proposed Fees Comparison
Attachment 3) Carmel-by-the-Sea Fee Study Update Report Attachment 4) Neighboring Jurisdictions Comparatives
CITY OF CARMEL-BY-THE-SEA
CITY COUNCIL
RESOLUTION NO. 2023-076
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA ADOPTING THE FISCAL YEAR 2023-2024 FEE SCHEDULE FOR ADMINISTRATIVE
SERVICES, COMMUNITY PLANNING AND BUILDING, PUBLIC SAFETY AND PUBLIC
WORKS SERVICES
WHEREAS, in accordance with City Financial Policies, Policy 94-01, the City shall review the relationship between fees/charges and the cost of providing services at least every three years; and
WHEREAS, the City of Carmel-by-the-Sea retained Revenue and Cost Specialists, LLC, to prepare the “Fee Study Update Report” in March 2023 to identify the City’s reasonable costs borne for providing services; the beneficiaries of those services, and the revenues generated by those paying fees for receiving services; and WHEREAS, the City wishes to comply with both the letter and the spirit of Article XIIIB of the California Constitution and limit the growth of taxes; and, WHEREAS, pursuant to Government Code Section 66016, the specific fees and charges to be levied for services must be adopted by the City Council by ordinance or resolution, after holding a public hearing; and,
WHEREAS, a notice of a public hearing has been published in the Carmel Pine Cone on June 30, 2023 and a public hearing to review the existing service charges was held on July 11, 2023; and
NOW THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES HEREBY:
Section 1. Fee Schedule Adoption. The following schedule of fees and charges are hereby directed to be computed by and applied by the various City departments, and to be collected by the City Finance Department for the herein listed special services when provided by the City or its designated contractors.
Section 2. Separate Fee for Each Process. All fees set forth by this resolution are for each identified process; additional fees shall be required for each additional process or service that is requested or required. Where fees are indicated on a “per unit” of measurement basis, the fee is for each identified unit or portion thereof within the indicated ranges of such units.
Section 3. Listing of Fees. The following fees shall be charged and collected for the following enumerated services, as shown in Exhibits A and B.
Section 4. Interpretations. This Resolution may be interpreted by the City department heads in consultation with the City Administrator and, should there be a conflict between two fees, the lower in dollar amount of the two shall be applied.
Attachment 1
Resolution No. 2023-076
A. It is the intention of the City Council to review the fees and charges as determined and set out herein based on the City’s next Annual Budget and all the City’s costs reasonably borne as established at that time and, as and if warranted, to revise such fees and charges based thereon.
Section 5. Constitutionality. If any portion of this Resolution is declared invalid or unconstitutional then it is the intention of the City Council to have passed the entire Resolution and all its component parts, and all other sections of this Resolution shall remain in full force and effect.
Section 6. Repealer. All resolutions and other actions of the City Council in conflict with the contents of this Resolution are hereby repealed.
Section 7. Effective Date. This Resolution shall go into full force and effect on September 9, 2023.
PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BYTHE-SEA this 11th day of July, 2023, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ATTEST:
_________________________ _________________________
Dave Potter Nova Romero
Mayor City Clerk
Attachment 1
Current Fee Proposed Fee % Change $ Change
TRACK 1 DESIGN REVIEW/STUDY - MINOR $690 per application 690.00 448.00 54% $242 TRACK 1 DESIGN REVIEW/STUDY - MAJOR $990 per application 990.00 813.00 22% $177 TRACK 1 DESIGN REVIEW/STUDY-STREAMLINE $355 per application 355.00 203.00 75% $152 TRACK 1 DESIGN REVIEW/STUDY - REFERRAL TO PLANNING COMMISSION $1,785 per application in addition to the base Track 1 fee 1,785.00 1,120.00 59% $665
TRACK 1 DESIGN REVIEW/STUDY-REFERRAL TO HISTORIC RESOURCES BOARD $1,785 per application in addition to the base Track 1 fee 1,785.00 1,120.00 59% $665
TRACK 2 DESIGN REVIEW - MINOR $3,910 per application 3,910.00 2,360.00 66% $1,550 TRACK 2 DESIGN REVIEW - MAJOR $5,935 per application 5,935.00 5,392.00 10% $543 TRACK 2 DESIGN REVIEW - MAJOR NEW COMMERCIAL BUILDING
$2,830 per application plus a deposit determined by staff with charges at the fully allocated hourly rates for Project Planner 2,830.00 2,438.00 16% $392 PRELIMINARY SITE ASSESSMENT $1,495 per application 1,495.00 1,183.00 26% $312 REASONABLE ACCOMODATION $195 per application, plus fee for associated Design Study/Design Review as applicible NA $195 195.00VOLUMETRIC ANALYSIS $135 per application plus $1,500 deposit with charges at the fully allocated hourly rates plus any outside costs. 135.00 135.00 0% $0 USE PERMIT $3,060 per application 3,060.00 2,730.00 12% $330 USE PERMIT AMENDMENT $2,765 per application 2,765.00 1,818.00 52% $947 TEMPORARY USE PERMIT $165 per application 165.00 365.00 -55% ($200) RESTRICTED COMMERCIAL USE TRANSFER REQUEST $565 per application 565.00 521.00 8% $44 WATER CREDIT TRANSFER REQUEST $3,100 per application 3,100.00 3,663.00 -15% ($563) VARIANCE $1,790 per application 1,790.00 2,235.00 -20% ($445) PRELIMINARY APPLICATION REVIEW - STAFF $1,365 per application with 50% of this fee credited towards future planning fees for this project. 1,683.00 1,365.00 -19% ($318) PRELIMINARY APPLICATION REVIEW - PUBLIC HEARING (PLANNING COMMISSION, CITY COUNCIL, ETC.) $3,750 per application with 50% of this fee credited towards future planning fees for this project. 3,750.00 3,485.00 8% $265
COASTAL DEVELOPMENT PERMIT - DEVELOPMENT $175 per application - Added to other Planning fees 175.00 135.00 30% $40 COASTAL DEVELOPMENT PERMIT - EVENT $740 per application 740.00 1,417.00 -48% ($677) LANDSCAPE PLAN CHECK/INSPECTION $690 per plan/inspection 690.00 281.00 146% $409 PLANNING TECHNICAL ASSISTANCE Charge the fully allocated hourly rate for all personnel involved after 15 minutes. Fully Allocated Hrly Rate after 15 minTOBACCO RETAIL LICENSE Current fee as adopted by the Monterey County Board of Supervisors Fee as set by Monterey CountyEXTRAORDINARY DEVELOPMENT Deposit amount TBD based on scope of project, with charges at the fully allocated hourly rates plus any outside costsSPECIFIC PLAN/SPECIFIC PLAN AMENDMENTGENERAL PLAN AMENDMENTSPHERE OF INFLUENCE AMENDMENTZONING CODE AMENDMENTANNEXATIONDEVELOPMENT AGREEMENTENVIRONMENTAL REVIEW (IS/ND/EIR) Contract cost plus 10% Contract cost +10%FILING ENVIRONMENTAL NOTICE OF EXEMPTION $495 per application plus associated Monterey County fees 495.00 156.00 217% $339 MITIGATION MONITORING $3,000 deposit with charges at the fully allocated hourly rates plus outside costs. 3,000.00 3,126.00 -4% ($126) TENTATIVE/FINAL MAP $4,000 deposit with charges at the fully allocated hourly rates plus any outside costs. 4,000.00 4,168.00 -4% ($168) AMENDED FINAL MAP $1,000 deposit with charges at the fully allocated hourly rates plus any outside costs. 1,000.00 1,042.00 -4% ($42) CERTIFICATE OF COMPLIANCE $750 per application plus actual contract cost 750.00 610.00 23% $140 LOT LINE ADJUSTMENT/SUBDIV - PLANNING COMMISSION $1,055 per application plus actual contract cost 1,055.00 542.00 95% $513 LOT MERGER $855 per application plus actual contract cost 855.00 938.00 -9% ($83) PRELIMINARY PHASE 1 - INITIAL ASSESSMENT OF HISTORIC SIGNIFICANCE $310 per application
310.00 474.00 -35% ($164)
PHASE 1 - HISTORIC EVALUATION $405 per application plus actual cost for Historian review with $1,500 deposit 405.00 271.00 49% $134 PHASE 2 - HISTORIC EVALUATION (INCLUDES HISTORIC RESOURCES BOARD HEARING) $2,040 per application plus actual cost for Historian review with $1,500 deposit 2,040.00 1,579.00 29% $461
APPEAL TO HISTORIC RESOURCES BOARD $1,500 per application plus actual cost for Historian review with $1,500 deposit 1,500.00 2,120.00 -29% ($620) MILLS ACT CONTRACT APPLICATION $3,430 per application plus actual cost to record contract with County of Monterey 3,430.00 3,584.00 -4% ($154) MILLS ACT MAINTENANCE PLAN REVIEW $1,000 deposit with charges at the fully allocated hourly rates plus any outside costs for qualfied professional to review plan. NA 1,000.00 NA $1,000Environmental Review Maps and Lot LinesHistoric Evaluation 5,000.00 5,210.00 -4% ($210)
$10,000 deposit with charges at the fully allocated hourly rates plus outside costs 10,000.00 10,420.00 -4% ($420) PROPOSED FEE SCHEDULE EFFECTIVE SEPTEMBER 9, 2023 - JUNE 30, 2024
COMMUNITY PLANNING & BUILDING
Design Study and ReviewUse Permit and Other ServicesAmendments, Annexations and Agreements $5,000 deposit with charges at the fully allocated hourly rates plus outside costs PROPOSED FEE SCHEDULE EFFECTIVE SEPTEMBER 9, 2023 - JUNE 30, 2024 Current Fee Proposed Fee % Change $ Change MILLS ACT 5-YEAR INSPECTION $500 deposit with charges at the fully allocated hourly rates plus any outside costs for qualfied professional NA 500.00 NA $500 MILLS ACT 10-YEAR MAINTENANCE PLAN REVIEW $1,000 deposit with charges at the fully allocated hourly rates plus any outside costs for qualfied professional to review plan. NA 1,000.00 NA $1,000PLANNING COMMISSION CODE DETERMINATION $1,740 per application 1,740.00 1,214.00 43% $526 ZONING COMPLIANCE DETERMINATION Charge the fully allocated hourly rates for all personnel involved with a one hour minimum 573.00 ($573)PERMIT TIME EXTENSION - STAFF $400 per application 400.00 313.00 28% $87 PERMIT TIME EXTENSION - PLANNING COMMISSION $1,080 per application 1,080.00 907.00 19% $173 PERMIT TIME EXTENSION - CITY COUNCIL $1,045 per application 1,045.00 1,099.00 -5% ($54) PUBLIC HEARING CONTINUANCE - PLANNING COMMISSION $830 per continuance 830.00 886.00 -6% ($56) PUBLIC HEARING CONTINUANCE - COUNCIL $835 per continuance 835.00 938.00 -11% ($103) APPEAL TO PLANNING COMMISSION $1,945 per appeal - No charge for appeals of Coastal Development Permits (CDPs) within the Coastal Commission Appeal Jurisdiction (CMC 17.20.140) 1,945.00 2,084.00 -7% ($139) APPEAL TO CITY COUNCIL $2,085 per appeal - No charge for appeals of Coastal Development Permits (CDPs) within the Coastal Commission Appeal Jurisdiction (CMC 17.20.140) 2,085.00 2,084.00 0% $1SIGN APPLICATION $450 per application 450.00 281.00 60% $169 SIGN REFERRAL TO PLANNING COMMISSION $1,505 per application 1,505.00 865.00 74% $640 RELOCATE EXISTING SIGN $240 per application 240.00 182.00 32% $58 TEMPORARY SIGN PERMIT No permit fee required 0.00 -100% ($104) 104.00BANNER APPLICATION $0 per application, applicant bears the fully burdened cost of installation through City approved third-party vendorsBUILDING RELOCATION Deposit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any outside costs ($1,938) 1,938.00LARGE FAMILY DAY CARE (RESIDENTIAL) $2,320 per application 2,320.00 761.00 205% $1,559 GENERAL PLAN UPDATE 3.5% of all Building & Safety permits 3.5% of all Building & Safety permitsBUILDING PLAN CHECK Based on Building and Safety Construction Valuation Building & Safety Construction ValuesBUILDING INSPECTION Based on Building and Safety Construction Valuation Building & Safety Construction ValuesBUILDING RE-INSPECTION $145 per re-inspection 145.00 146.00 -1% ($1) BUILDING PERMIT APPLICATION EXTENSION $95 per extension (maximum of 4) 95.00 94.00 1% $1 BUILDING PERMIT EXTENSION $150 per extension (maximum of 2) 150.00 146.00 3% $4 BUILDING PERMIT PRE-APPLICATION CONFERENCE $340 per application 340.00 318.00 7% $22 BUILDING SINGLE TRADE PERMIT $165 per permit 165.00 167.00 -1% ($2) ON-SITE DRIVEWAY PERMIT $395 per permit 395.00 271.00 46% $124 Plan Check AND Inspection - $450 plus $15 per kW over 15kW (Per Assembly Bill 1414) 450.00 318.00 -1% $132 135.00
RE-ROOF PERMIT $260 per permit 260.00 255.00 2% $5
BUILDING BOARD APPEAL $1,135 per appeal 1,135.00 1,052.00 8% $83 DUPLICATE INSPECTION CARD $60 per card 60.00 63.00 -5% ($3) BUILDING TECHNICAL ASSISTANCE Charge the fully allocated hourly rate for all personnel involved after 15 minutes. Fully Allocated Hrly Rate after 15 minSTOP WORK INVESTIGATION $620 per investigation plus double all Building Permit fees 620.00 568.00 9% $52 TEMPORARY CERTIFICATE OF OCCUPANCY $225 per application 225.00 224.00 0% $1 ALTERNATE MATERIALS/METHODS REVIEW $220 per application plus actual cost of City Staff for all time over one hour. 220.00 214.00 3% $6 BUILDING PHASED WORK REQUEST $315 per application 315.00 302.00 4% $13 BUILDING TECHNOLOGY SURCHARGE $8 per permit 8.00 8.00 0% $0NEW BENCH LOCATION $960 per application plus the actual cost of the bench and plaque (plus $750 for future maintenance) plus $2,005 if a public hearing is required. 960.00 964.00 0% ($4) ADOPTION OF EXISTING BENCH $380 per application plus the actual cost of the bench and plaque (plus $750 for future maintenance) plus $530 if a public hearing is required. 380.00 313.00 21% $67 REPLACEMENT OF BENCH PLAQUE $380 per application plus the actual cost of the plaque plus $530 if a public hearing is required. 490.00 406.00 21% $84 TEMPORARY ENCROACHMENT PERMIT $345 per permit 345.00 219.00 58% $126 STREET EXCAVATION $800 per permit, plus $8.75/lineal foot of work being performed 800.00 766.00 4% $34
PERMANENT ENCROACHMENT PERMIT
$475 per permit and $8.75/lineal foot Plus cost of any damage to public right-of-way or street as determined by the Public Works DirectorPlus cost of and Design Study/Design Review as needed Plus cost of referral to City Council if needed. 475.00 432.00 10% $43 Bench ProgramEncroachment PermitsDeterminations, Extensions and AppealsSign and BannersBuilding ServicesSOLAR PLAN CHECK/INSPECTION PERMIT PROPOSED FEE SCHEDULE EFFECTIVE SEPTEMBER 9, 2023 - JUNE 30, 2024 Current Fee Proposed Fee % Change $ Change TRAFFIC CONTROL PLAN REVIEW/INSPECTION $675 per review plus $405 per each additional review 675.00 370.00 82% $305 $425 per new applications 446.00 425.00 5% $21
$210 per renewal 220.00 210.00 5% $10
USE OF ONLINE ELECTRONIC PAYMENT - CP&B DEPARTMENT 3.5% OF CHARGED AMOUNTUSE OF CREDIT CARD/ DEBIT CARD - CP&B DEPARTMENT 3.5% OF CHARGED AMOUNT 3.5% of charged amountTREE EVALUATION $390 per application NA 390.00 NA $390TREE REMOVAL PERMIT $1,330 per permit 1,330.00 255.00 422% $1,075 TREE PRUNING PERMIT $795 per permit 795.00 255.00 212% $540 PRUNING OR REMOVAL OF CITY TREE USING PRIVATE FUNDS UNDER CITY FORESTER INSTRUCTIONS No permit fee required 0.00 0.00 $0 APPEAL TO FOREST & BEACH COMMISSION $2,695 per appeal plus actual outside costs 2,695.00 1,485.00 81% $1,210 APPEAL TO CITY COUNCIL $2,415 per appeal plus actual outside costs 2,415.00 1,485.00 63% $930 REMOVAL OF PRIVATE TREE FALL IN PUBLIC RIGHT-OF-WAY Charge the fully allocated hourly rate for all personnel involved plus any outside costs Fully Allocated Hrly Rate + outside FeesDAMAGE TO CITY PROPERTY Charge the fully allocated hourly rate for all personnel involved plus any outside costs Fully Allocated Hrly Rate + outside FeesUSE OF ONLINE ELECTRONIC PAYMENT- PUBLIC WORKS DEPT 3.5% OF CHARGED AMOUNT 3.5% of charged amountUSE OF CREDIT CARD/ DEBIT CARD- PUBLIC WORKS DEPT 3.5% OF CHARGED AMOUNT 3.5% of charged amount First Response - No Charge 0.00 0.00 0% $0Second Response the same day - $218 per response 218.00 208.00 5% $10 Third Response within a calendar year - $547 per response 547.00 521.00 5% $26 First Activation - $109 109.00 104.00 5% $5
Second Activation - $131 131.00 125.00 5% $6
Each Subsequent Activation in a calendar year - $197 197.00 188.00 5% $9 New - $38 per permit 38.00 36.00 6% $2
Renewal - $27 per permit 27.00 26.00 4% $1
VEHICLE IMPOUND RELEASE $153 per vehicle 153.00 146.00 5% $7 MISDEMEANOR BOOKING Non-Carmel bookings - $164 per booking 164.00 156.00 5% $8 MISCELLANEOUS POLICE PERMIT $202 per application plus DOJ fees 202.00 193.00 5% $9 FINGERPRINTING ON REQUEST $38 plus outside agency fees 38.00 36.00 6% $2 CLEARANCE FORM TRAVEL LETTER $55 per letter 55.00 52.00 6% $3 VIN VERIFICATION $52 per vehicle 55.00 52.00 6% $3
CITATION SIGN-OFF Non-Carmel citations - $27 per citation 27.00 26.00 4% $1 SIGN ABATEMENT $27 per sign 27.00 26.00 4% $1
POLICE COURT WITNESS Fees are set by the court Fee as set by courtPOLICE REPORT COPY 1st 10 pages - No Charge, Each additional page - $0.20 0.20 0.20 0% $0POLICE PHOTOGRAPH COPY photo - $5 per photo, digital - $5 per disk 5.00 5.00 0% $0 Within a calendar year: 0.00 0.00 0% $0First impound - $109 109.00 104.00 5% $5 Second impound - $131 131.00 125.00 5% $6
Third and subsequent impounds - $153 153.00 146.00 5% $7 Local Transport - $27 per transport 27.00 26.00 4% $1
To County Animal Shelter - $99 per transport 99.00 94.00 5% $5 $33 per permit 33.00 31.00 6% $2
$121 Misuse of Residential Permit 121.00 115.00 5% $6
$17 non specific 17.00 16.00 6% $1
$27 space specific 27.00 26.00 4% $1
FIRE PLAN CHECK/ REVIEW/INSPECTIONS Current fee schedule as adopted by City of Monterey Council Fee as set by Monterey City CouncilUSE OF CREDIT CARD/ DEBIT CARD - PUBLIC SAFETY DEPTS 2.5% OF CHARGED AMOUNT 2.5% of charged amount Fixed Location - $339 per application + $4 State fee 339.00 323.00 5% $16 In & About - $22 per application 22.00 21.00 5% $1
Home License - $142 per application 142.00 135.00 5% $7 BUSINESS REGISTER RENEWAL PROCESS $17 per renewal 17.00 16.00 6% $1
NEW BUSINESS REGISTRATION PROCESS
RESIDENT/EMPLOYEE PARKING PERMITCONTRACTOR PARKING PERMITANIMAL IMPOUNDANIMAL TRANSPORTParkingFire Services
ADMINISTRATIVE SERVICES
PUBLIC SAFETY
Police ServicesLOUD PARTY PUBLIC DISTURBANCE RESPONSEPOLICE FALSE ALARM RESPONSEALARM PERMITAnimal Services
3.5% of charged amount
PUBLIC WORKS/FORESTRY
SIDEWALK VENDING PERMIT
PROPOSED FEE SCHEDULE EFFECTIVE SEPTEMBER 9, 2023 - JUNE 30, 2024 Current Fee Proposed Fee % Change $ Change DUPLICATE BUSINESS LICENSE $10 per license 10.00 10.00 0% $0 CHANGE BUSINESS NAME $22 per business 22.00 21.00 5% $1 NSF CHECK PROCESSING $44 per NSF check 44.00 42.00 5% $2 First 10 copies - No Charge 0.00 0.00 0% $0Additional copies - $0.20 per copy 0.20 0.20 0% $0FPPC copies - $0.10 per copy plus $5 for retrieval of documents if more than five years old plus postage cost if mailed 0.10 0.10 0% $0 ELECTRONIC FILE COPY $5 per device 5.00 5.00 0% $0
DOCUMENT CERTIFICATION $10 per document 10.00 10.00 0% $0 RECORD COMPILATION Record Compilation/Creation - charge the fully allocated hourly rate for all personnel involved plus any outside costs. Fully Allocated Hrly Rate + outside FeesLOCAL CANDIDATE FILING $25 per candidate- Fee is set by the State 25.00 25.00 0% $0 LOCAL INITIATIVE PROCESSING $200 per initiative- This fee is limited by the State Law - Elections Code Section 9202(b) - Fee is refundable to the filer, if within one year of filing the notice of intent, the elections official certifies the sufficiency of the petition. 200.00 200.00 0% $0 USE OF CREDIT CARD/ DEBIT CARD- ADMINISTRATION DEPT 2.5% OF CHARGED AMOUNT 2.5% of charged amountFinanceCity ClerkDOCUMENT REPRODUCTION/SCANNING Fee Study Update
for the
City of Carmel-by-the-Sea
MAY 2023
Revenue & Cost Specialists
1519 East Chapman Ave, Suite C
Fullerton, CA 92831
www.revenuecost.com
(714) 992-9020
Attachment 3
APPENDIX A
SUMMARY
OF
CURRENT FEES
AND
PROPOSED FEES
Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-001 TITLE: TRACK 1 DESIGN REVIEW/STUDY - MINOR
CURRENT FEE RECOMMENDED FEE
$448 per application $690 per application
REF #: S-002 TITLE: TRACK 1 DESIGN REVIEW/STUDY - MAJOR
CURRENT FEE RECOMMENDED FEE
$813 per application $990 per application
REF #: S-002A TITLE: TRACK 1 DESIGN REV/STUDY-STREAMLINE
CURRENT FEE RECOMMENDED FEE
$203 per application $355 per application
REF #: S-002B TITLE: TREE EVALUATION
CURRENT FEE RECOMMENDED FEE
None $390 per application
REF #: S-003 TITLE: PLANNING COMMISSION REFERRAL
CURRENT FEE RECOMMENDED FEE
$1,120 per application in addition to the base appplication fee $1,785 per application in addition to the base appplication fee REF #: S-003A TITLE: HISTORIC RESOURCES BOARD REFERRAL
CURRENT FEE RECOMMENDED FEE
$1,120 per application in addition to the base appplication fee $1,785 per application in addition to the base appplication fee May 24, 2023
1 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-004 TITLE: TRACK 2 DESIGN REVIEW - MINOR
CURRENT FEE RECOMMENDED FEE
$2,360 per application $3,910 per application
REF #: S-005 TITLE: TRACK 2 DESIGN REVIEW - MAJOR
CURRENT FEE RECOMMENDED FEE
$5,392 per application $5,935 per application
REF #: S-005A TITLE: TRACK 2 DESIGN REV - MAJOR NEW COMM
CURRENT FEE RECOMMENDED FEE
$2,830 per application plus a deposit determined by staff with charges at the fully allocated hourly rates for Project Planner. $2,438 per application plus a deposit determined by staff with charges at the fully allocated hourly rates for Project Planner.
REF #: S-006 TITLE: PRELIMINARY SITE ASSESSMENT
CURRENT FEE RECOMMENDED FEE
$1,183 per application $1,495 per application
REF #: S-007 TITLE: REASONABLE ACCOMODATION - STAFF
CURRENT FEE RECOMMENDED FEE
None $195 per application
REF #: S-008 TITLE: VOLUMETRIC ANALYSIS
CURRENT FEE RECOMMENDED FEE
$135 per application plus $1,500 deposit with charges at the fully allocated hourly rates plus any outside costs.
$135 per application plus $1,500 deposit with charges at the fully allocated hourly rates plus any outside costs.
May 24, 2023
2 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-009 TITLE: USE PERMIT
CURRENT FEE RECOMMENDED FEE
$2,730 per application $3,060 per application
REF #: S-011 TITLE: USE PERMIT AMENDMENT
CURRENT FEE RECOMMENDED FEE
$1,818 per application $2,765 per application
REF #: S-012 TITLE: TEMPORARY USE PERMIT
CURRENT FEE RECOMMENDED FEE
$165 per application
Plus Planning Commission Referral fee if a Planning Commission review is needed.
$365 per application
REF #: S-013 TITLE: RESTRICTED COMM USE TRANSFER REQ
CURRENT FEE RECOMMENDED FEE
$521 per application $565 per application
REF #: S-014 TITLE: WATER CREDIT TRANSFER REQUEST
CURRENT FEE RECOMMENDED FEE
$3,663 per application $3,100 per application
REF #: S-015 TITLE: VARIANCE
CURRENT FEE RECOMMENDED FEE
$2,235 per application $1,790 per application
May 24, 2023
3 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-017 TITLE: PRE-APPLICATION REVIEW - STAFF
CURRENT FEE RECOMMENDED FEE
$1,365 per application with 50% of this fee credited towards future planning fees for this project.
$1,683 per application with 50% of this fee credited towards future planning fees for this project.
REF #: S-018 TITLE: PRELIMINARY REVIEW - PLAN COMM
CURRENT FEE RECOMMENDED FEE
$3,750 per application with 50% of this fee credited towards future planning fees for this project.
$3,485 per application with 50% of this fee credited towards future planning fees for this project.
REF #: S-019 TITLE: COASTAL DEV. PERMIT - DEVELOPMENT
CURRENT FEE RECOMMENDED FEE
$135 per application - Added to other Planning fees $175 per application - Added to other Planning fees REF #: S-019A TITLE: COASTAL DEV. PERMIT - EVENT
CURRENT FEE RECOMMENDED FEE
$1,417 per application $740 per application
REF #: S-020 TITLE: SPECIFIC PLAN
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$5,210 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-021 TITLE: SPECIFIC PLAN AMENDMENT
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$5,210 deposit with charges at the fully allocated hourly rates plus outside costs.
May 24, 2023
4 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-022 TITLE: GENERAL PLAN AMENDMENT
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$5,210 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-023 TITLE: SPHERE OF INFLUENCE AMENDMENT
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$5,210 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-024 TITLE: ZONING CODE AMENDMENT
CURRENT FEE RECOMMENDED FEE
$5,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$5,210 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-025 TITLE: ANNEXATION
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$10,420 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-026 TITLE: DEVELOPMENT AGREEMENT
CURRENT FEE RECOMMENDED FEE
$10,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$10,420 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-027 TITLE: ENVIRONMENTAL REVIEW (IS/ND/EIR)
CURRENT FEE RECOMMENDED FEE
Contract cost plus 10% Contract cost plus 10%
May 24, 2023
5 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-028 TITLE: ENVIRONMENTAL NOTICE OF EXEMPTION
CURRENT FEE RECOMMENDED FEE
$156 per application plus County fees $495 per application plus County fees REF #: S-029 TITLE: MITIGATION MONITORING
CURRENT FEE RECOMMENDED FEE
$3,000 deposit with charges at the fully allocated hourly rates plus outside costs.
$3,126 deposit with charges at the fully allocated hourly rates plus outside costs.
REF #: S-030 TITLE: TENTATIVE/FINAL MAP
CURRENT FEE RECOMMENDED FEE
$4,000 deposit with charges at the fully allocated hourly rates plus any outside costs.
$4,168 deposit with charges at the fully allocated hourly rates plus any outside costs.
REF #: S-031 TITLE: AMENDED FINAL MAP
CURRENT FEE RECOMMENDED FEE
$1,000 deposit with charges at the fully allocated hourly rates plus any outside costs.
$1,042 deposit with charges at the fully allocated hourly rates plus any outside costs.
REF #: S-032 TITLE: CERTIFICATE OF COMPLIANCE
CURRENT FEE RECOMMENDED FEE
$610 per application plus actual contract cost $750 per application plus actual contract cost REF #: S-033 TITLE: LOT LINE ADJUSTMENT/SUBDIV - PC
CURRENT FEE RECOMMENDED FEE
$542 per application plus actual contract cost $1,055 per application plus actual contract cost May 24, 2023
6 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-034 TITLE: LOT MERGER - STAFF REVIEW
CURRENT FEE RECOMMENDED FEE
$938 per application plus actual contract cost $855 per application plus actual contract cost REF #: S-035 TITLE: PRELIM (PHASE 1) HIST EVAL - STAFF
CURRENT FEE RECOMMENDED FEE
$474 per application $310 per application
REF #: S-035A TITLE: PHASE 1 HISTORIC EVAL - QUAL PROF
CURRENT FEE RECOMMENDED FEE
$405 per application plus actual cost for Historian review with $1,500 deposit
$271 per application plus actual cost for Historian review with $1,500 deposit
REF #: S-036 TITLE: PHASE 2 HIST EVAL-HRB REV OF DESIGN
CURRENT FEE RECOMMENDED FEE
$2,040 per application plus actual cost for Historian review with $1,500 deposit
$1,579 per application plus actual cost for Historian review with $1,500 deposit
REF #: S-037 TITLE: APPEAL TO HISTORIC RESOURCES BOARD
CURRENT FEE RECOMMENDED FEE
$1,500 per application plus actual cost for Historian review with $1,500 deposit
$2,120 per application plus actual cost for Historian review with $1,500 deposit
REF #: S-038 TITLE: MILLS ACT CONTRACT PROCESSING
CURRENT FEE RECOMMENDED FEE
$3,584 per application $3,430 per application
May 24, 2023
7 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-039 TITLE: PC CODE DETERMINATION
CURRENT FEE RECOMMENDED FEE
$1,214 per application $1,740 per application
REF #: S-040 TITLE: ZONING COMPLIANCE DETERMINATION
CURRENT FEE RECOMMENDED FEE
Charge the fully allocated hourly rates for all personnel involved with a one hour minimum.
$573 per application
REF #: S-041 TITLE: TIME EXTENSION - STAFF
CURRENT FEE RECOMMENDED FEE
$313 per application $400 per application
REF #: S-042 TITLE: TIME EXTENSION - PLAN COMM
CURRENT FEE RECOMMENDED FEE
$907 per application $1,080 per application
REF #: S-042A TITLE: TIME EXTENSION - CITY COUNCIL
CURRENT FEE RECOMMENDED FEE
$1,099 per application $1,045 per application
REF #: S-043 TITLE: PUBLIC HEARING CONTINUANCE - PC
CURRENT FEE RECOMMENDED FEE
$886 per continuance $830 per continuance
May 24, 2023
8 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-043A TITLE: PUBL HEARING CONTINUANCE - COUNCIL
CURRENT FEE RECOMMENDED FEE
$938 per continuance $835 per continuance
REF #: S-044 TITLE: APPEAL TO PLANNING COMMISSION
CURRENT FEE RECOMMENDED FEE
$1,945 per appeal
Appeal in the Coastal Zone - No Charge by State law
$2,084 per appeal
Appeal in the Coastal Zone - No Charge by State law
REF #: S-044A TITLE: APPEAL TO CITY COUNCIL
CURRENT FEE RECOMMENDED FEE
$2,085 per appeal
Appeal in the Coastal Zone - No Charge by State law
$2,084 per appeal
Appeal in the Coastal Zone - No Charge by State law
REF #: S-045 TITLE: SIGN APPLICATION
CURRENT FEE RECOMMENDED FEE
$281 per application $450 per application
REF #: S-046 TITLE: SIGN REFERRAL TO PLANNING COMM
CURRENT FEE RECOMMENDED FEE
$865 per application $1,505 per application
REF #: S-047 TITLE: RELOCATE EXISTING SIGN
CURRENT FEE RECOMMENDED FEE
$182 per application $240 per application
May 24, 2023
9 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-048 TITLE: TEMPORARY SIGN PERMIT
CURRENT FEE RECOMMENDED FEE
$104 per application This fee should be removed from the fee schedule.
REF #: S-050 TITLE: BUILDING RELOCATION
CURRENT FEE RECOMMENDED FEE
Depsoit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any outside costs. $1,938 per application
REF #: S-051 TITLE: LARGE FAMILY DAY CARE (RESIDENTIAL)
CURRENT FEE RECOMMENDED FEE
$761 per application $2,320 per application
REF #: S-052 TITLE: GENERAL PLAN UPDATE
CURRENT FEE RECOMMENDED FEE
3.5% of all Building & Safety permits 3.5% of all Building & Safety permits REF #: S-053 TITLE: PLANNING TECHNICAL ASSISTANCE
CURRENT FEE RECOMMENDED FEE
Charge the fully allocated hourly rate for all personnel involved after 15 minutes.
Charge the fully allocated hourly rate for all personnel involved after 15 minutes.
REF #: S-054 TITLE: BUILDING PLAN CHECK
CURRENT FEE RECOMMENDED FEE
New Construction - No Change
Additional Plan Review - $250 base plus $150 per hour for review longer than one hour
Plan Revision after approval - $250 base plus $150 per hour for review longer than one hour
New Construction - Various fees based on construction valuation Additional Plan Review - $250 base plus $150 per hour for review longer than one hour
Plan Revision after approval - $250 base plus $150 per hour for review longer than one hour
May 24, 2023
10 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-054A TITLE: BUILDING INSPECTION
CURRENT FEE RECOMMENDED FEE
No Change, except:
Permit by Appointment - $365
New Construction - Various fees based on construction valuation Trade Permits - Various fees
Stormwater Inspection - $64.50 per inspection
Permit by Appointment - $330
REF #: S-054B TITLE: BUILDING RE-INSPECTION
CURRENT FEE RECOMMENDED FEE
$146 per re-inspection $145 per re-inspection
REF #: S-054C TITLE: PERMIT APPLICATION EXTENSION
CURRENT FEE RECOMMENDED FEE
$94 per extension (maximum of 4) $95 per extension (maximum of 4) REF #: S-054D TITLE: PERMIT EXTENSION
CURRENT FEE RECOMMENDED FEE
$146 per extension (maximum of 2) $150 per extension (maximum of 2) REF #: S-054E TITLE: BUILDING PERMIT PRE-APPLIC. CONFER.
CURRENT FEE RECOMMENDED FEE
$318 per application $340 per application
REF #: S-055 TITLE: BUILDING SINGLE TRADE PERMIT
CURRENT FEE RECOMMENDED FEE
$167 per permit $165 per permit
May 24, 2023
11 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-055A TITLE: ON-SITE DRIVEWAY PERMIT
CURRENT FEE RECOMMENDED FEE
$271 per permit $395 per permit
REF #: S-056 TITLE: SOLAR PLAN CHECK/INSPECTION PERMIT
CURRENT FEE RECOMMENDED FEE
Plan Check - $340
Inspection - $135
Plan Check - $318
Inspection - $135
REF #: S-057 TITLE: RE-ROOF PERMIT
CURRENT FEE RECOMMENDED FEE
$255 per permit $260 per permit
REF #: S-058 TITLE: BUILDING BOARD APPEAL
CURRENT FEE RECOMMENDED FEE
$1,052 per application $1,135 per appeal
REF #: S-059 TITLE: DUPLICATE INSPECTION CARD
CURRENT FEE RECOMMENDED FEE
$63 per card $60 per card
REF #: S-059A TITLE: BUILDING TECHNICAL ASSISTANCE
CURRENT FEE RECOMMENDED FEE
Charge the fully allocated hourly rate for all personnel involved after 15 minutes.
Charge the fully allocated hourly rate for all personnel involved after 15 minutes.
May 24, 2023
12 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-059B TITLE: STOP WORK INVESTIGATION
CURRENT FEE RECOMMENDED FEE
$568 per investigation plus double the permit fee $620 per investigation plus double the permit fee REF #: S-059C TITLE: TEMPORARY CERTIFICATE OF OCCUPANCY
CURRENT FEE RECOMMENDED FEE
$224 per application $225 per application
REF #: S-059D TITLE: ALTERNATE MATERIALS/METHODS REVIEW
CURRENT FEE RECOMMENDED FEE
$220 per application plus actual cost of City Staff for all time over one hour
$214 per application plus actual cost of City Staff for all time over one hour
REF #: S-059E TITLE: BUILDING PHASED WORK REQUEST
CURRENT FEE RECOMMENDED FEE
$302 per application $315 per application
REF #: S-060 TITLE: LANDSCAPE PLAN CHECK/INSPECTION
CURRENT FEE RECOMMENDED FEE
$281 per plan/inspection $690 per plan/inspection
REF #: S-060A TITLE: BUILDING TECHNOLOGY SURCHARGE
CURRENT FEE RECOMMENDED FEE
$8 per permit $8 per permit
May 24, 2023
13 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-061 TITLE: NEW BENCH LOCATION
CURRENT FEE RECOMMENDED FEE
$960 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance)
plus $2,005 if a public hearing is required.
$964 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance)
plus $1,325 if a public hearing is required.
REF #: S-062 TITLE: ADOPTION OF EXISTING BENCH
CURRENT FEE RECOMMENDED FEE
$380 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance)
plus $940 if a public hearing is required.
$313 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance)
plus $580 if a public hearing is required.
REF #: S-063 TITLE: REPLACEMENT OF BENCH PLAQUE
CURRENT FEE RECOMMENDED FEE
$490 per application plus the actual cost of the plaque plus $530 if a public hearing is required.
$406 per application plus the actual cost of the plaque plus $380 if a public hearing is required.
REF #: S-069 TITLE: TEMPORARY ENCROACHMENT PERMIT
CURRENT FEE RECOMMENDED FEE
$219 per permit $345 per permit
REF #: S-070 TITLE: PERMANENT ENCROACHMENT PERMIT
CURRENT FEE RECOMMENDED FEE
Street Excavation - $800 per permit plus $8.75 per lineal foot Other - $475 per permit plus $8.75 per lineal foot
Plus cost of damage to public right-of-way or street as determined by the Public Works Director.
Street Excavation - $766 per permit plus $4.25 per lineal foot Other - $432 per permit plus $2.13 per lineal foot
Plus cost of damage to public right-of-way or street as determined by the Public Works Director.
REF #: S-070A TITLE: TRAFFIC CONTROL PLAN REVIEW/INSPECT
CURRENT FEE RECOMMENDED FEE
$370 per review plus $210 per each additional review $675 per review plus $405 per each additional review May 24, 2023
14 Attachment 3
CITY OF CARMEL-BY-THE-SEA
FY 2023
FEE COMPARISON REPORT
REF #: S-072 TITLE: TREE REMOVAL PERMIT
CURRENT FEE RECOMMENDED FEE
$255 per permit $1,330 per permit
REF #: S-072A TITLE: TREE PRUNING REQUEST
CURRENT FEE RECOMMENDED FEE
$255 per permit $795 per permit
REF #: S-072C TITLE: TREE APPEAL TO FOREST & BEACH COMM
CURRENT FEE RECOMMENDED FEE
$1,485 per appeal plus actual outside costs $2,695 per appeal plus actual outside costs REF #: S-072D TITLE: TREE APPEAL TO CITY COUNCIL
CURRENT FEE RECOMMENDED FEE
$1,485 per appeal plus actual outside costs $2,415 per appeal plus actual outside cost REF #: S-073 TITLE: PRIVATE TREE FALL IN PUBLIC R-O-W
CURRENT FEE RECOMMENDED FEE
Charge the fully allocated hourly rate for all personnel involved plus any outside costs
Charge the fully allocated hourly rate for all personnel involved plus any outside costs
REF #: S-074 TITLE: DAMAGE TO CITY PROPERTY
CURRENT FEE RECOMMENDED FEE
Charge the fully allocated hourly rate for all personnel involved plus any outside costs.
Charge the fully allocated hourly rate for all personnel involved plus any outside costs.
May 24, 2023
15 Attachment 3
APPENDIX B
REVENUE AND COST
SUMMARY WORKSHEETS
Matched With
COST DETAIL WORKSHEETS
Attachment 3
TRACK 1 DESIGN REVIEW/STUDY - MINOR S-001
PLANNING APPLICATION Developer/Resident/Business
Review of Track 1 Design Review/Study - Minor (Resid. & Commercial) by staff for compliance with City codes and guidelines including, but not limited to, landscaping, exterior lighting, skylights, awnings, display cases, fences/walls, trellis, and arbor.
$448 per application
$690 per application
100%
$448.00
$691.33
$(243.33)
80 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 64.80%
$(19,466)
$55,306
$35,840
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRACK 1 DESIGN REVIEW/STUDY - MINOR S-001
80 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 80 $3,554
PLANNING PROJECT PLANNER 4.25 $563.59 80 $45,087
PLANNING PLAN & BLDG SVCS DIRECTOR 0.08 $19.46 80 $1,557 PW-ENVIRON. COMPLIANCE ENVIRON. COMPLIANCE MANAG 0.17 $24.95 80 $1,996 PW-FOREST & BEACH CITY FORESTER 0.17 $38.90 80 $3,112
TYPE SUBTOTAL 5.17 $691.32 $55,306
TOTALS 5.17 $691.33 $55,306
Attachment 3
TRACK 1 DESIGN REVIEW/STUDY - MAJOR S-002
PLANNING APPLICATION Developer/Resident/Business
Review of Track 1 Design Review/Study - Major (Residential & Commercial) by staff for compliance with City codes and guidelines including, but not limited to, minor commercial facade remodels, additions less than 10% of the existing floor area.
$813 per application
$990 per application
100%
$813.00
$992.38
$(179.38)
34 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 81.92%
$(6,099)
$33,741
$27,642
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRACK 1 DESIGN REVIEW/STUDY - MAJOR S-002
34 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 34 $1,510
PLANNING PROJECT PLANNER 5.75 $762.51 34 $25,925
PLANNING PLAN & BLDG SVCS DIRECTOR 0.50 $121.60 34 $4,134 PW-ENVIRON. COMPLIANCE ENVIRON. COMPLIANCE MANAG 0.17 $24.95 34 $848 PW-FOREST & BEACH CITY FORESTER 0.17 $38.90 34 $1,323
TYPE SUBTOTAL 7.09 $992.38 $33,741
TOTALS 7.09 $992.38 $33,741
Attachment 3
TRACK 1 DESIGN REV/STUDY-STREAMLINE S-002A
PLANNING APPLICATION Developer/Resident/Business
Review of Track 1 Design Review/Study - Streamlined Review by staff for compliance with City codes and guidelines including, but not limited to, one of the following: front yard fencing, fire pits/BBQ's, hot tubs, exterior lighting, in-kind window replace
$203 per application
$355 per application
100%
$203.00
$353.00
$(150.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 57.51%
$(150)
$353
$203
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRACK 1 DESIGN REV/STUDY-STREAMLINE S-002A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 1 $44
PLANNING PROJECT PLANNER 2.33 $308.98 1 $309
TYPE SUBTOTAL 2.83 $353.40 $353
TOTALS 2.83 $353.00 $353
Attachment 3
TREE EVALUATION S-002B
PLANNING APPLICATION Developer/Resident/Business
Performance of a tree evaluation by the City Forester in conjunction with a Track 1 Design Review/Study project to determine significance.
None
$390 per application
100%
$0.00
$388.00
$(388.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(388)
$388
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TREE EVALUATION S-002B
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 1 $44
PW-FOREST & BEACH CITY FORESTER 1.50 $343.28 1 $343
TYPE SUBTOTAL 2.00 $387.70 $388
TOTALS 2.00 $388.00 $388
Attachment 3
PLANNING COMMISSION REFERRAL S-003
PLANNING APPLICATION Developer/Resident/Business
Staff referral of the review of a proposed application to the Planning Commission for compliance with City codes and guidelines.
$1,120 per application in addition to the base appplication fee $1,785 per application in addition to the base appplication fee 100%
$1,120.00
$1,783.10
$(663.10)
10 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 62.81%
$(6,631)
$17,831
$11,200
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PLANNING COMMISSION REFERRAL S-003
10 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.00 $266.52 10 $2,665
PLANNING PROJECT PLANNER 8.08 $1,071.49 10 $10,715
PLANNING PLAN & BLDG SVCS DIRECTOR 1.83 $445.06 10 $4,451 TYPE SUBTOTAL 12.91 $1,783.07 $17,831
TOTALS 12.91 $1,783.10 $17,831
Attachment 3
HISTORIC RESOURCES BOARD REFERRAL S-003A
PLANNING APPLICATION Developer/Resident/Business
Staff referral of the review of minor modifications to a historic resource to the Historic Resources Board for compliance with City codes and guidelines.
$1,120 per application in addition to the base appplication fee $1,785 per application in addition to the base appplication fee 100%
$1,120.00
$1,783.00
$(663.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 62.82%
$(663)
$1,783
$1,120
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
HISTORIC RESOURCES BOARD REFERRAL S-003A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.00 $266.52 1 $267
PLANNING PROJECT PLANNER 8.08 $1,071.49 1 $1,071
PLANNING PLAN & BLDG SVCS DIRECTOR 1.83 $445.06 1 $445
TYPE SUBTOTAL 12.91 $1,783.07 $1,783
TOTALS 12.91 $1,783.00 $1,783
Attachment 3
TRACK 2 DESIGN REVIEW - MINOR S-004
PLANNING APPLICATION Developer/Business
Review by the Planning Commission including substantial residential remodel, full comm facade remodel, substantial change to site layout, installation of telecomm equipment, alteration of less than 10% of an existing courtyard/intra-block walkway.
$2,360 per application
$3,910 per application
100%
$2,360.00
$3,911.24
$(1,551.24)
38 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 60.34%
$(58,947)
$148,627
$89,680
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRACK 2 DESIGN REVIEW - MINOR S-004
38 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.33 $295.84 38 $11,242
PLANNING PROJECT PLANNER 16.17 $2,144.30 38 $81,483
PLANNING PLAN & BLDG SVCS DIRECTOR 2.33 $566.66 38 $21,533 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 2.50 $685.70 38 $26,057 PW-STREETS PW SUPERINTENDENT 1.00 $218.73 38 $8,312
TYPE SUBTOTAL 25.33 $3,911.23 $148,627
TOTALS 25.33 $3,911.24 $148,627
Attachment 3
TRACK 2 DESIGN REVIEW - MAJOR S-005
PLANNING APPLICATION Developer/Resident/Business
Review by the Planning Commission for compliance with City codes and guidelines including, but not limited to, new residential dwelling and additions to residential or commercial buildings greater than 10% of the existing floor area.
$5,392 per application
$5,935 per application
100%
$5,392.00
$5,936.92
$(544.92)
26 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 90.82%
$(14,168)
$154,360
$140,192
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRACK 2 DESIGN REVIEW - MAJOR S-005
26 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 4.58 $406.89 26 $10,579
PLANNING PROJECT PLANNER 26.17 $3,470.40 26 $90,230
PLANNING PLAN & BLDG SVCS DIRECTOR 4.75 $1,155.20 26 $30,035 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 2.50 $685.70 26 $17,828 PW-STREETS PW SUPERINTENDENT 1.00 $218.73 26 $5,687
TYPE SUBTOTAL 39.00 $5,936.92 $154,360
TOTALS 39.00 $5,936.92 $154,360
Attachment 3
TRACK 2 DESIGN REV - MAJOR NEW COMM S-005A
PLANNING APPLICATION Developer/Business
Review of Track 2 Design Review - Major by the Planning Commission for compliance with City codes and guidelines for new commercial buildings.
$2,438 per application plus a deposit determined by staff with charges at the fully allocated hourly rates for Project Planner.
$2,830 per application plus a deposit determined by staff with charges at the fully allocated hourly rates for Project Planner.
100%
$2,438.00
$2,831.00
$(393.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 86.12%
$(393)
$2,831
$2,438
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRACK 2 DESIGN REV - MAJOR NEW COMM S-005A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 4.58 $406.89 1 $407
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 6.25 $1,520.00 1 $1,520 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 2.50 $685.70 1 $686 PW-STREETS PW SUPERINTENDENT 1.00 $218.73 1 $219
TYPE SUBTOTAL 14.33 $2,831.32 $2,831
TOTALS 14.33 $2,831.00 $2,831
Attachment 3
PRELIMINARY SITE ASSESSMENT S-006
PLANNING APPLICATION Developer/Resident/Business
Prior to a Track 2 application, a site and tree review to determine the feasibility of the project within City planning standards.
$1,183 per application
$1,495 per application
100%
$1,183.00
$1,493.30
$(310.30)
64 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 79.22%
$(19,859)
$95,571
$75,712
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PRELIMINARY SITE ASSESSMENT S-006
64 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 64 $2,843
PLANNING PROJECT PLANNER 4.08 $541.05 64 $34,627
PLANNING PLAN & BLDG SVCS DIRECTOR 0.08 $19.46 64 $1,245 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 0.50 $137.14 64 $8,777 PW-ENVIRON. COMPLIANCE ENVIRON. COMPLIANCE MANAG 2.00 $293.52 64 $18,785 PW-FOREST & BEACH CITY FORESTER 2.00 $457.70 64 $29,293 TYPE SUBTOTAL 9.16 $1,493.29 $95,571
TOTALS 9.16 $1,493.30 $95,571
Attachment 3
REASONABLE ACCOMODATION - STAFF S-007
PLANNING APPLICATION Developer/Resident/Business
Review of a request for reasonable accommodations (residential) in land use, zoning and building regulations, policies, practices and procedures to provide individuals with disabilities equal access to housing.
None
$195 per application
100%
$0.00
$196.50
$(196.50)
4 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(786)
$786
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
REASONABLE ACCOMODATION - STAFF S-007
4 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 4 $178
PLANNING PROJECT PLANNER 1.00 $132.61 4 $530
PLANNING PLAN & BLDG SVCS DIRECTOR 0.08 $19.46 4 $78
TYPE SUBTOTAL 1.58 $196.49 $786
TOTALS 1.58 $196.50 $786
Attachment 3
VOLUMETRIC ANALYSIS S-008
PLANNING PROJECT Developer/Resident/Business
Review of a residential projects total proposed volume for compliance with City codes and guidelines. $135 per application plus $1,500 deposit with charges at the fully allocated hourly rates plus any outside costs. $135 per application plus $1,500 deposit with charges at the fully allocated hourly rates plus any outside costs. 100%
$135.00
$132.29
$2.71
45 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 102.05%
$122
$5,953
$6,075
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
VOLUMETRIC ANALYSIS S-008
45 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.25 $22.21 45 $999
PLANNING PROJECT PLANNER Plus Actual Costs 0.83 $110.07 45 $4,953 TYPE SUBTOTAL 1.08 $132.28 $5,953
TOTALS 1.08 $132.29 $5,953
Attachment 3
USE PERMIT S-009
PLANNING APPLICATION Developer/Resident/Business
Review of a Use Permit (Residential & Commercial) by the Planning Commission for compliance with City codes and guidelines.
$2,730 per application
$3,060 per application
100%
$2,730.00
$3,061.42
$(331.42)
19 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 89.17%
$(6,297)
$58,167
$51,870
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
USE PERMIT S-009
19 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.33 $295.84 19 $5,621
PLANNING PROJECT PLANNER 15.50 $2,055.46 19 $39,054
PLANNING PLAN & BLDG SVCS DIRECTOR 2.92 $710.14 19 $13,493 TYPE SUBTOTAL 21.75 $3,061.44 $58,167
TOTALS 21.75 $3,061.42 $58,167
Attachment 3
USE PERMIT AMENDMENT S-011
PLANNING APPLICATION Developer/Resident/Business
Review of an amendment to an approved Use Permit by the Planning Commission for compliance with City codes and guidelines.
$1,818 per application
$2,765 per application
100%
$1,818.00
$2,763.00
$(945.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 65.80%
$(945)
$2,763
$1,818
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
USE PERMIT AMENDMENT S-011
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.33 $295.84 1 $296
PLANNING PROJECT PLANNER 13.25 $1,757.08 1 $1,757
PLANNING PLAN & BLDG SVCS DIRECTOR 2.92 $710.14 1 $710
TYPE SUBTOTAL 19.50 $2,763.06 $2,763
TOTALS 19.50 $2,763.00 $2,763
Attachment 3
TEMPORARY USE PERMIT S-012
PLANNING APPLICATION Business
Review of a Temporary Use Permit for temporary events to ensure compliance with City codes and guidelines. $365 per application
$165 per application
Plus Planning Commission Referral fee if a Planning Commission review is needed. 100%
$365.00
$165.00
$200.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 221.21%
$200
$165
$365
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TEMPORARY USE PERMIT S-012
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.25 $22.21 1 $22
PLANNING PLAN & BLDG SVCS DIRECTOR 0.42 $102.14 1 $102
CODE ENFORCEMENT CODE COMPLIANCE COORD. 0.33 $40.57 1 $41 TYPE SUBTOTAL 1.00 $164.92 $165
TOTALS 1.00 $165.00 $165
Attachment 3
RESTRICTED COMM USE TRANSFER REQ S-013
PLANNING APPLICATION Business
Review of a request to relocate an established restricted commercial use by staff for compliance with City codes and guidelines.
$521 per application
$565 per application
100%
$521.00
$565.00
$(44.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 92.21%
$(44)
$565
$521
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
RESTRICTED COMM USE TRANSFER REQ S-013
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.42 $37.31 1 $37
PLANNING PROJECT PLANNER 3.83 $507.90 1 $508
PLANNING PLAN & BLDG SVCS DIRECTOR 0.08 $19.46 1 $19
TYPE SUBTOTAL 4.33 $564.67 $565
TOTALS 4.33 $565.00 $565
Attachment 3
WATER CREDIT TRANSFER REQUEST S-014
PLANNING APPLICATION Developer/Resident
Review of a request to transfer water credits by the City Council for compliance with City codes and guidelines. $3,663 per application
$3,100 per application
100%
$3,663.00
$3,102.00
$561.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 118.09%
$561
$3,102
$3,663
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
WATER CREDIT TRANSFER REQUEST S-014
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 2.92 $259.41 1 $259
PLANNING PROJECT PLANNER 16.08 $2,132.37 1 $2,132
PLANNING PLAN & BLDG SVCS DIRECTOR 2.92 $710.14 1 $710
TYPE SUBTOTAL 21.92 $3,101.92 $3,102
TOTALS 21.92 $3,102.00 $3,102
Attachment 3
VARIANCE S-015
PLANNING APPLICATION Developer/Resident/Business
Review of a request for a Variance by the Planning Commission for compliance with City codes and guidelines. $2,235 per application
$1,790 per application
100%
$2,235.00
$1,791.00
$444.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 124.79%
$444
$1,791
$2,235
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
VARIANCE S-015
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.17 $15.10 1 $15
PLANNING PROJECT PLANNER 7.58 $1,005.18 1 $1,005
PLANNING PLAN & BLDG SVCS DIRECTOR 3.17 $770.94 1 $771
TYPE SUBTOTAL 10.92 $1,791.22 $1,791
TOTALS 10.92 $1,791.00 $1,791
Attachment 3
PRE-APPLICATION REVIEW - STAFF S-017
PLANNING REQUEST Developer/Resident/Business
Review of a request for a preliminary review of a proposed project by staff. $1,683 per application with 50% of this fee credited towards future planning fees for this project. $1,365 per application with 50% of this fee credited towards future planning fees for this project. 100%
$1,683.00
$1,364.00
$319.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 123.39%
$319
$1,364
$1,683
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PRE-APPLICATION REVIEW - STAFF S-017
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.25 $22.21 1 $22
PLANNING PROJECT PLANNER 4.17 $552.98 1 $553
PLANNING PLAN & BLDG SVCS DIRECTOR 0.75 $182.40 1 $182
PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 0.50 $137.14 1 $137 PW-ENVIRON. COMPLIANCE ENVIRON. COMPLIANCE MANAG 1.25 $183.45 1 $183 PW-FOREST & BEACH CITY FORESTER 1.25 $286.06 1 $286
TYPE SUBTOTAL 8.17 $1,364.24 $1,364
TOTALS 8.17 $1,364.00 $1,364
Attachment 3
PRELIMINARY REVIEW - PLAN COMM S-018
PLANNING APPLICATION Developer/Resident/Business
Review of a request for a preliminary review of a proposed project by the Planning Commission. $3,485 per application with 50% of this fee credited towards future planning fees for this project. $3,750 per application with 50% of this fee credited towards future planning fees for this project. 100%
$3,485.00
$3,752.00
$(267.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 92.88%
$(267)
$3,752
$3,485
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PRELIMINARY REVIEW - PLAN COMM S-018
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.33 $295.84 1 $296
PLANNING PROJECT PLANNER 10.67 $1,414.95 1 $1,415
PLANNING PLAN & BLDG SVCS DIRECTOR 2.33 $566.66 1 $567
PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 0.50 $137.14 1 $137 PW-STREETS PW SUPERINTENDENT 2.25 $492.14 1 $492
PW-ENVIRON. COMPLIANCE ENVIRON. COMPLIANCE MANAG 2.25 $330.21 1 $330 PW-FOREST & BEACH CITY FORESTER 2.25 $514.91 1 $515
TYPE SUBTOTAL 23.58 $3,751.85 $3,752
TOTALS 23.58 $3,752.00 $3,752
Attachment 3
COASTAL DEV. PERMIT - DEVELOPMENT S-019
PLANNING APPLICATION Developer/Resident/Business
Review of a Coastal Development Permit for any development in the coastal zone. No fee to be charged when processed concurrently with another discretionary permit application. $135 per application - Added to other Planning fees
$175 per application - Added to other Planning fees
100%
$135.00
$177.03
$(42.03)
64 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 76.26%
$(2,690)
$11,330
$8,640
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
COASTAL DEV. PERMIT - DEVELOPMENT S-019
64 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 64 $2,843
PLANNING PROJECT PLANNER 1.00 $132.61 64 $8,487
TYPE SUBTOTAL 1.50 $177.03 $11,330
TOTALS 1.50 $177.03 $11,330
Attachment 3
COASTAL DEV. PERMIT - EVENT S-019A
PLANNING APPLICATION Business/Comm. Group
Review of a Coastal Development Permit for any event in the coastal zone. No fee to be charged when processed concurrently with another discretionary permit application. $1,417 per application
$740 per application
100%
$1,417.00
$740.60
$676.40
5 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 191.33%
$3,382
$3,703
$7,085
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
COASTAL DEV. PERMIT - EVENT S-019A
5 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 5 $222
PLANNING PROJECT PLANNER 5.25 $696.20 5 $3,481
TYPE SUBTOTAL 5.75 $740.62 $3,703
TOTALS 5.75 $740.60 $3,703
Attachment 3
SPECIFIC PLAN S-020
PLANNING APPLICATION Developer
Review of a developer-initiated specific plan for compliance with City codes and standards. $5,210 deposit with charges at the fully allocated hourly rates plus outside costs. $5,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
SPECIFIC PLAN S-020
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
SPECIFIC PLAN AMENDMENT S-021
PLANNING APPLICATION Developer
Review of a developer-initiated specific plan amendment for compliance with City codes and standards. $5,210 deposit with charges at the fully allocated hourly rates plus outside costs. $5,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
SPECIFIC PLAN AMENDMENT S-021
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
GENERAL PLAN AMENDMENT S-022
PLANNING APPLICATION Developer
Review of a developer-initiated general plan amendment for compliance with City codes and standards. $5,210 deposit with charges at the fully allocated hourly rates plus outside costs. $5,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
GENERAL PLAN AMENDMENT S-022
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
SPHERE OF INFLUENCE AMENDMENT S-023
PLANNING APPLICATION Developer
Review of a developer-initiated spehere of influence amendment for compliance with City codes and standards. $5,210 deposit with charges at the fully allocated hourly rates plus outside costs. $5,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
SPHERE OF INFLUENCE AMENDMENT S-023
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
ZONING CODE AMENDMENT S-024
PLANNING APPLICATION Developer
Review of a developer-initiated zoning code amendment for compliance with City codes and standards. $5,210 deposit with charges at the fully allocated hourly rates plus outside costs. $5,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ZONING CODE AMENDMENT S-024
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
ANNEXATION S-025
PLANNING APPLICATION Non-Resident
Review of a proposed annexation into the City.
$10,420 deposit with charges at the fully allocated hourly rates plus outside costs. $10,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ANNEXATION S-025
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
DEVELOPMENT AGREEMENT S-026
PLANNING AGREEMENT Developer
Review of a proposed development agreement.
$10,420 deposit with charges at the fully allocated hourly rates plus outside costs. $10,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$588.00
$(588.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(588)
$588
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
DEVELOPMENT AGREEMENT S-026
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.92 $81.73 1 $82
PLANNING PROJECT PLANNER Acual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.08 $505.86 1 $506
TYPE SUBTOTAL 3.00 $587.59 $588
TOTALS 3.00 $588.00 $588
Attachment 3
ENVIRONMENTAL REVIEW (IS/ND/EIR) S-027
PLANNING APPLICATION Developer/Resident/Business
Review of environmental documents prepared by a qualified consultant including initial studies, negative declarations, mitigated negative decs, and environmental impact reports for compliance with City codes and the California Environmental Quality Act.
Contract cost plus 10%
Contract cost plus 10%
100%
$0.00
$154.00
$(154.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(154)
$154
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ENVIRONMENTAL REVIEW (IS/ND/EIR) S-027
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.58 $51.53 1 $52
PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 0.42 $102.14 1 $102
TYPE SUBTOTAL 1.00 $153.67 $154
TOTALS 1.00 $154.00 $154
Attachment 3
ENVIRONMENTAL NOTICE OF EXEMPTION S-028
PLANNING APPLICATION Developer/Resident/Business
Preparation and filing of a Notice of Exemption for projects deemed categorically exempt from the California Environmental Quality Act.
$156 per application plus County fees
$495 per application plus County fees
100%
$156.00
$496.00
$(340.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 31.45%
$(340)
$496
$156
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ENVIRONMENTAL NOTICE OF EXEMPTION S-028
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.42 $37.31 1 $37
PLANNING PROJECT PLANNER Plus County Fee 3.00 $397.83 1 $398 PLANNING PLAN & BLDG SVCS DIRECTOR 0.25 $60.80 1 $61
TYPE SUBTOTAL 3.67 $495.94 $496
TOTALS 3.67 $496.00 $496
Attachment 3
MITIGATION MONITORING S-029
PLANNING PROJECT Developer/Resident/Business
Implementation and monitoring of environmental impact mitigation in accordance with the California Environmental Quality Act.
$3,126 deposit with charges at the fully allocated hourly rates plus outside costs. $3,000 deposit with charges at the fully allocated hourly rates plus outside costs. 100%
$0.00
$688.00
$(688.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(688)
$688
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
MITIGATION MONITORING S-029
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
PLANNING PLAN & BLDG SVCS DIRECTOR 2.83 $688.26 1 $688
TYPE SUBTOTAL 2.83 $688.26 $688
TOTALS 2.83 $688.00 $688
Attachment 3
TENTATIVE/FINAL MAP S-030
PLANNING MAP Developer
Review of a tentative and/or final map creating more than two lots by staff for compliance with City codes, guidelines and the Subdivision Map Act.
$4,168 deposit with charges at the fully allocated hourly rates plus any outside costs. $4,000 deposit with charges at the fully allocated hourly rates plus any outside costs. 100%
$1,200.00
$1,212.00
$(12.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 99.01%
$(12)
$1,212
$1,200
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TENTATIVE/FINAL MAP S-030
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.58 $51.53 1 $52
PLANNING PROJECT PLANNER 5.08 $673.66 1 $674
PLANNING PLAN & BLDG SVCS DIRECTOR 2.00 $486.40 1 $486
TYPE SUBTOTAL 7.66 $1,211.59 $1,212
TOTALS 7.66 $1,212.00 $1,212
Attachment 3
AMENDED FINAL MAP S-031
PLANNING MAP Developer
Review of an amendment to an approved final map for compliance with City codes, guidelines and the Subdivision Map Act.
$1,042 deposit with charges at the fully allocated hourly rates plus any outside costs. $1,000 deposit with charges at the fully allocated hourly rates plus any outside costs. 100%
$900.00
$905.00
$(5.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 99.45%
$(5)
$905
$900
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
AMENDED FINAL MAP S-031
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.42 $37.31 1 $37
PLANNING PROJECT PLANNER 4.25 $563.59 1 $564
PLANNING PLAN & BLDG SVCS DIRECTOR 1.25 $304.00 1 $304
TYPE SUBTOTAL 5.92 $904.90 $905
TOTALS 5.92 $905.00 $905
Attachment 3
CERTIFICATE OF COMPLIANCE S-032
PLANNING APPLICATION Developer
Request for a Certificate of Compliance prepared by staff in accordance with City codes, guidelines and the Subdivision Map Act.
$610 per application plus actual contract cost
$750 per application plus actual contract cost
100%
$610.00
$752.00
$(142.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 81.12%
$(142)
$752
$610
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
CERTIFICATE OF COMPLIANCE S-032
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 1 $44
PLANNING PROJECT PLANNER 4.42 $586.14 1 $586
PLANNING PLAN & BLDG SVCS DIRECTOR 0.50 $121.60 1 $122
TYPE SUBTOTAL 5.42 $752.16 $752
TOTALS 5.42 $752.00 $752
Attachment 3
LOT LINE ADJUSTMENT/SUBDIV - PC S-033
PLANNING APPLICATION Developer/Resident/Business
Review of a lot line adjustment or subdivision creating two lots from one lot by the Planning Commission for compliance with City codes, guidelines and the Subdivision Map Act. $542 per application plus actual contract cost
$1,055 per application plus actual contract cost
100%
$542.00
$1,056.00
$(514.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 51.33%
$(514)
$1,056
$542
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
LOT LINE ADJUSTMENT/SUBDIV - PC S-033
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 1 $44
PLANNING PROJECT PLANNER 6.25 $828.81 1 $829
PLANNING PLAN & BLDG SVCS DIRECTOR 0.75 $182.40 1 $182
TYPE SUBTOTAL 7.50 $1,055.63 $1,056
TOTALS 7.50 $1,056.00 $1,056
Attachment 3
LOT MERGER - STAFF REVIEW S-034
PLANNING APPLICATION Developer/Resident/Business
Review of a property owner request to consolidate lots and/or lot fragments or merge small lots into larger lots by staff for compliance with City codes, guidelines and the Subdivision Map Act. $938 per application plus actual contract cost
$855 per application plus actual contract cost
100%
$938.00
$854.00
$84.00
4 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 109.84%
$336
$3,416
$3,752
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
LOT MERGER - STAFF REVIEW S-034
4 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 4 $178
PLANNING PROJECT PLANNER 3.50 $464.14 4 $1,857
PLANNING PLAN & BLDG SVCS DIRECTOR 1.42 $345.34 4 $1,381 TYPE SUBTOTAL 5.42 $853.90 $3,416
TOTALS 5.42 $854.00 $3,416
Attachment 3
PRELIM (PHASE 1) HIST EVAL - STAFF S-035
PLANNING APPLICATION Developer/Resident/Business
Review of a property for potential historical significance by staff for compliance with City codes and regulations. $474 per application
$310 per application
100%
$474.00
$308.00
$166.00
9 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 153.90%
$1,494
$2,772
$4,266
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PRELIM (PHASE 1) HIST EVAL - STAFF S-035
9 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.17 $15.10 9 $136
PLANNING PROJECT PLANNER 1.75 $232.07 9 $2,089
PLANNING PLAN & BLDG SVCS DIRECTOR 0.25 $60.80 9 $547
TYPE SUBTOTAL 2.17 $307.97 $2,772
TOTALS 2.17 $308.00 $2,772
Attachment 3
PHASE 1 HISTORIC EVAL - QUAL PROF S-035A
PLANNING APPLICATION Developer/Resident/Business
Review of a property for potential historical significance by a qualified professional for compliance with City codes and regulations.
$271 per application plus actual cost for Historian review with $1,500 deposit $405 per application plus actual cost for Historian review with $1,500 deposit 100%
$271.00
$407.00
$(136.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 66.58%
$(136)
$407
$271
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PHASE 1 HISTORIC EVAL - QUAL PROF S-035A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.17 $15.10 1 $15
PLANNING PROJECT PLANNER Plus Actual Costs 2.50 $331.53 1 $332 PLANNING PLAN & BLDG SVCS DIRECTOR 0.25 $60.80 1 $61
TYPE SUBTOTAL 2.92 $407.43 $407
TOTALS 2.92 $407.00 $407
Attachment 3
PHASE 2 HIST EVAL-HRB REV OF DESIGN S-036
PLANNING APPLICATION Developer/Resident/Business
Review of modifications to a historic property for consistency with the State standards for historic properties by a qualified professional followed by review of modifications to a historic property for consistency with the State standards by the HRB.
$1,579 per application plus actual cost for Historian review with $1,500 deposit $2,040 per application plus actual cost for Historian review with $1,500 deposit 100%
$1,579.00
$2,038.00
$(459.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 77.48%
$(459)
$2,038
$1,579
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PHASE 2 HIST EVAL-HRB REV OF DESIGN S-036
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 2.75 $244.31 1 $244
PLANNING PROJECT PLANNER Plus Actual Costs 9.25 $1,226.64 1 $1,227 PLANNING PLAN & BLDG SVCS DIRECTOR 2.33 $566.66 1 $567
TYPE SUBTOTAL 14.33 $2,037.61 $2,038
TOTALS 14.33 $2,038.00 $2,038
Attachment 3
APPEAL TO HISTORIC RESOURCES BOARD S-037
PLANNING APPLICATION Developer/Resident/Business
Review of an appeal of a historic determination made by staff or a determination of consistency with the secretary of the interior's standards made by staff to the Historic Resources Board. $2,120 per application plus actual cost for Historian review with $1,500 deposit $1,500 per application plus actual cost for Historian review with $1,500 deposit 100%
$2,120.00
$1,500.00
$620.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 141.33%
$620
$1,500
$2,120
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
APPEAL TO HISTORIC RESOURCES BOARD S-037
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.33 $295.84 1 $296
PLANNING PROJECT PLANNER 9.08 $1,204.10 1 $1,204
TYPE SUBTOTAL 12.41 $1,499.94 $1,500
TOTALS 12.41 $1,500.00 $1,500
Attachment 3
MILLS ACT CONTRACT PROCESSING S-038
PLANNING APPLICATION Resident/Business
Review of a request for a Mills Act Contract for a historic property in accordance with City codes and State law. $3,584 per application
$3,430 per application
100%
$3,584.00
$3,429.00
$155.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 104.52%
$155
$3,429
$3,584
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
MILLS ACT CONTRACT PROCESSING S-038
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.08 $273.63 1 $274
PLANNING PROJECT PLANNER Plus Attorney 16.00 $2,121.76 1 $2,122 PLANNING PLAN & BLDG SVCS DIRECTOR 4.25 $1,033.60 1 $1,034 TYPE SUBTOTAL 23.33 $3,428.99 $3,429
TOTALS 23.33 $3,429.00 $3,429
Attachment 3
PC CODE DETERMINATION S-039
PLANNING APPLICATION Developer/Resident/Business
Review of a request for a code determination referred by the Director to the Planning Commission. $1,214 per application
$1,740 per application
100%
$1,214.00
$1,739.00
$(525.00)
4 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 69.81%
$(2,100)
$6,956
$4,856
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PC CODE DETERMINATION S-039
4 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.25 $288.73 4 $1,155
PLANNING PROJECT PLANNER 7.58 $1,005.18 4 $4,021
PLANNING PLAN & BLDG SVCS DIRECTOR 1.83 $445.06 4 $1,780 TYPE SUBTOTAL 12.66 $1,738.97 $6,956
TOTALS 12.66 $1,739.00 $6,956
Attachment 3
ZONING COMPLIANCE DETERMINATION S-040
PLANNING APPLICATION Developer/Resident/Business
Review of a request for zoning compliance status of a property by staff. $573 per application
Charge the fully allocated hourly rates for all personnel involved with a one hour minimum. 100%
$573.00
$133.00
$440.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 430.83%
$440
$133
$573
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ZONING COMPLIANCE DETERMINATION S-040
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 1 Hour Minimum 1.00 $132.61 1 $133 TYPE SUBTOTAL 1.00 $132.61 $133
TOTALS 1.00 $133.00 $133
Attachment 3
TIME EXTENSION - STAFF S-041
PLANNING APPLICATION Developer/Resident/Business
Review of a request for a time extension for a planning project approved by staff. $313 per application
$400 per application
100%
$313.00
$401.00
$(88.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 78.05%
$(88)
$401
$313
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TIME EXTENSION - STAFF S-041
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 1 $44
PLANNING PROJECT PLANNER 1.92 $254.61 1 $255
PLANNING PLAN & BLDG SVCS DIRECTOR 0.42 $102.14 1 $102
TYPE SUBTOTAL 2.84 $401.17 $401
TOTALS 2.84 $401.00 $401
Attachment 3
TIME EXTENSION - PLAN COMM S-042
PLANNING APPLICATION Developer/Resident/Business
Review of a request for a time extension for a planning project approved by the Planning Commission. $907 per application
$1,080 per application
100%
$907.00
$1,082.00
$(175.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 83.83%
$(175)
$1,082
$907
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TIME EXTENSION - PLAN COMM S-042
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 2.33 $207.00 1 $207
PLANNING PROJECT PLANNER 3.08 $408.44 1 $408
PLANNING PLAN & BLDG SVCS DIRECTOR 1.92 $466.94 1 $467
TYPE SUBTOTAL 7.33 $1,082.38 $1,082
TOTALS 7.33 $1,082.00 $1,082
Attachment 3
TIME EXTENSION - CITY COUNCIL S-042A
PLANNING APPLICATION Developer/Resident/Business
Review of a request for a time extension for a planning project approved by the City Council. $1,099 per application
$1,045 per application
100%
$1,099.00
$1,046.00
$53.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 105.07%
$53
$1,046
$1,099
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TIME EXTENSION - CITY COUNCIL S-042A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 1.92 $170.57 1 $171
PLANNING PROJECT PLANNER 3.08 $408.44 1 $408
PLANNING PLAN & BLDG SVCS DIRECTOR 1.92 $466.94 1 $467
TYPE SUBTOTAL 6.92 $1,045.95 $1,046
TOTALS 6.92 $1,046.00 $1,046
Attachment 3
PUBLIC HEARING CONTINUANCE - PC S-043
PLANNING CONTINUANCE Developer/Resident/Business
Request by an applicant to continue a public hearing scheduled before the Planning Commission. $886 per continuance
$830 per continuance
100%
$886.00
$829.00
$57.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 106.88%
$57
$829
$886
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PUBLIC HEARING CONTINUANCE - PC S-043
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 1.58 $140.37 1 $140
PLANNING PROJECT PLANNER 2.75 $364.68 1 $365
PLANNING PLAN & BLDG SVCS DIRECTOR 1.33 $323.46 1 $323
TYPE SUBTOTAL 5.66 $828.51 $829
TOTALS 5.66 $829.00 $829
Attachment 3
PUBL HEARING CONTINUANCE - COUNCIL S-043A
PLANNING CONTINUANCE Developer/Resident/Business
Request by an applicant to continue a public hearing scheduled before the City Council. $938 per continuance
$835 per continuance
100%
$938.00
$837.00
$101.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 112.07%
$101
$837
$938
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PUBL HEARING CONTINUANCE - COUNCIL S-043A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 1.67 $148.36 1 $148
PLANNING PROJECT PLANNER 2.75 $364.68 1 $365
PLANNING PLAN & BLDG SVCS DIRECTOR 1.33 $323.46 1 $323
TYPE SUBTOTAL 5.75 $836.50 $837
TOTALS 5.75 $837.00 $837
Attachment 3
APPEAL TO PLANNING COMMISSION S-044
PLANNING APPLICATION Developer/Resident/Business
Review of an appeal of a staff decision to the Planning Commission. $2,084 per appeal
Appeal in the Coastal Zone - No Charge by State law
$1,945 per appeal
Appeal in the Coastal Zone - No Charge by State law
100%
$2,084.00
$1,945.00
$139.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 107.15%
$139
$1,945
$2,084
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
APPEAL TO PLANNING COMMISSION S-044
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.33 $295.84 1 $296
PLANNING PROJECT PLANNER 9.08 $1,204.10 1 $1,204
PLANNING PLAN & BLDG SVCS DIRECTOR 1.83 $445.06 1 $445
TYPE SUBTOTAL 14.24 $1,945.00 $1,945
TOTALS 14.24 $1,945.00 $1,945
Attachment 3
APPEAL TO CITY COUNCIL S-044A
PLANNING APPLICATION Developer/Resident/Business
Review of an appeal of a Historic Resources Board decision or a Planning Commission decision to the City Council.
$2,084 per appeal
Appeal in the Coastal Zone - No Charge by State law
$2,085 per appeal
Appeal in the Coastal Zone - No Charge by State law
100%
$2,084.00
$2,085.00
$(1.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 99.95%
$(1)
$2,085
$2,084
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
APPEAL TO CITY COUNCIL S-044A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 1.92 $170.57 1 $171
PLANNING PROJECT PLANNER 11.08 $1,469.32 1 $1,469
PLANNING PLAN & BLDG SVCS DIRECTOR 1.83 $445.06 1 $445
TYPE SUBTOTAL 14.83 $2,084.95 $2,085
TOTALS 14.83 $2,085.00 $2,085
Attachment 3
SIGN APPLICATION S-045
PLANNING APPLICATION Developer/Business
Review of a request for a new sign by staff for compliance with City codes and guidelines. $281 per application
$450 per application
100%
$281.00
$450.44
$(169.44)
43 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 62.38%
$(7,286)
$19,369
$12,083
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
SIGN APPLICATION S-045
43 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 43 $1,910
PLANNING PROJECT PLANNER 2.75 $364.68 43 $15,681
PLANNING PLAN & BLDG SVCS DIRECTOR 0.17 $41.34 43 $1,778 TYPE SUBTOTAL 3.42 $450.44 $19,369
TOTALS 3.42 $450.44 $19,369
Attachment 3
SIGN REFERRAL TO PLANNING COMM S-046
PLANNING APPLICATION Developer/Business
Referral of a request for a new sign to the Planning Commission for compliance with City codes and guidelines. $865 per application
$1,505 per application
100%
$865.00
$1,504.00
$(639.00)
4 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 57.51%
$(2,556)
$6,016
$3,460
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
SIGN REFERRAL TO PLANNING COMM S-046
4 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.00 $266.52 4 $1,066
PLANNING PROJECT PLANNER 6.58 $872.57 4 $3,490
PLANNING PLAN & BLDG SVCS DIRECTOR 1.50 $364.80 4 $1,459 TYPE SUBTOTAL 11.08 $1,503.89 $6,016
TOTALS 11.08 $1,504.00 $6,016
Attachment 3
RELOCATE EXISTING SIGN S-047
PLANNING SIGN Business
Review of a request to relocate an existing sign by staff for compliance with City codes and guidelines. $182 per application
$240 per application
100%
$182.00
$240.67
$(58.67)
6 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 75.62%
$(352)
$1,444
$1,092
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
RELOCATE EXISTING SIGN S-047
6 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.25 $22.21 6 $133
PLANNING PROJECT PLANNER 1.50 $198.92 6 $1,194
PLANNING PLAN & BLDG SVCS DIRECTOR 0.08 $19.46 6 $117
TYPE SUBTOTAL 1.83 $240.59 $1,444
TOTALS 1.83 $240.67 $1,444
Attachment 3
TEMPORARY SIGN PERMIT S-048
PLANNING APPLICATION Business
Review of a request for a temporary sign or banner by staff for compliance with City codes and guidelines. $104 per application
This fee should be removed from the fee schedule.
100%
$0.00
$0.00
$0.00
0 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TEMPORARY SIGN PERMIT S-048
0 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
TYPE SUBTOTAL 0.00 $0.00 $0
TOTALS 0.00 $0.00 $0
Attachment 3
BUILDING RELOCATION S-050
PLANNING APPLICATION Developer/Resident/Business
Review of a request to relocate a building from one parcel to another parcel within the City limits. $1,938 per application
Depsoit determined by staff with charges at the fully allocated hourly rates for all personnel involved plus any outside costs.
100%
$0.00
$0.00
$0.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING RELOCATION S-050
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER Actual Costs 0.00 $0.00 1 $0
TYPE SUBTOTAL 0.00 $0.00 $0
TOTALS 0.00 $0.00 $0
Attachment 3
LARGE FAMILY DAY CARE (RESIDENTIAL) S-051
PLANNING APPLICATION Business
Review of a request to establish a large family day care (7-12 persons) in a residential zone by staff for compliance with City codes and guidelines.
$761 per application
$2,320 per application
100%
$761.00
$2,322.00
$(1,561.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 32.77%
$(1,561)
$2,322
$761
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
LARGE FAMILY DAY CARE (RESIDENTIAL) S-051
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 3.00 $266.52 1 $267
PLANNING PROJECT PLANNER 15.50 $2,055.46 1 $2,055
TYPE SUBTOTAL 18.50 $2,321.98 $2,322
TOTALS 18.50 $2,322.00 $2,322
Attachment 3
GENERAL PLAN UPDATE S-052
PLANNING PERMIT Developer/Resident/Business
Update of the City General Plan.
3.5% of all Building & Safety permits
3.5% of all Building & Safety permits
50%
$20,960.00
$35,000.00
$(14,040.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 59.89%
$(14,040)
$35,000
$20,960
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
GENERAL PLAN UPDATE S-052
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING $350k Over 10 Years 0.00 $35,000.00 1 $35,000
TYPE SUBTOTAL 0.00 $35,000.00 $35,000
TOTALS 0.00 $35,000.00 $35,000
Attachment 3
PLANNING TECHNICAL ASSISTANCE S-053
PLANNING HOUR Developer/Resident/Business
Providing technical assistance at the Planning counter at the request of the customer. This service does not include Public Records Act copy and research requests.
Charge the fully allocated hourly rate for all personnel involved after 15 minutes.
Charge the fully allocated hourly rate for all personnel involved after 15 minutes. 100%
$0.00
$0.00
$0.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PLANNING TECHNICAL ASSISTANCE S-053
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
TYPE SUBTOTAL 0.00 $0.00 $0
TOTALS 0.00 $0.00 $0
Attachment 3
BUILDING PLAN CHECK S-054
BUILDING PERMIT Developer/Resident/Business
Review of building construction plans for compliance with City codes and standards.
New Construction - Various fees based on construction valuation Additional Plan Review - $250 base plus $150 per hour for review longer than one hour Plan Revision after approval - $250 base plus $150 per hour for review longer than one hour New Construction - No Change
Additional Plan Review - $250 base plus $150 per hour for review longer than one hour Plan Revision after approval - $250 base plus $150 per hour for review longer than one hour 100%
$442.70
$767.53
$(324.83)
735
CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 57.68%
$(238,750)
$564,135
$325,385
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING PLAN CHECK S-054
735
REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 1.50 $198.92 735 $146,206
BUILDING BUILDING OFFICIAL Remainder Of Time 1.34 $230.71 735 $169,572 BUILDING PERMIT TECH Remainder Of Time 1.12 $112.31 735 $82,548 BUILDING Contract Services 0.00 $139.86 735 $102,797
PW-STREETS PW SUPERINTENDENT 1 Hr/Week 0.07 $14.89 735 $10,944 PW-ENVIRON. COMPLIANCE ENVIRON. COMPLIANCE MANAG 5% 0.11 $16.43 735 $12,076 PW-FOREST & BEACH CITY FORESTER 10% 0.22 $51.25 735 $37,669 TYPE SUBTOTAL 4.37 $764.37 $561,812
BUILDING BUILDING INSPECTOR 4.00 $580.72 4 $2,323
TYPE SUBTOTAL 4.00 $580.72 $2,323
TOTALS 8.37 $767.53 $564,135
Attachment 3
BUILDING INSPECTION S-054A
BUILDING PERMIT Developer/Resident/Business
Inspection of construction for compliance with City codes and standards.
New Construction - Various fees based on construction valuation Trade Permits - Various fees
Stormwater Inspection - $64.50 per inspection
Permit by Appointment - $330
No Change, except:
Permit by Appointment - $365
100%
$246.14
$128.35
$117.79
1,800
CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 191.77%
$212,010
$231,034
$443,044
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING INSPECTION S-054A
1,800
REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING INSPECTOR Remainder Of Time 0.66 $95.92 1,800 $172,656 BUILDING PERMIT TECH 0.25 $24.96 1,800 $44,928
TYPE SUBTOTAL 0.91 $120.88 $217,584
PLANNING PROJECT PLANNER 1.50 $198.92 31 $6,167
BUILDING BUILDING OFFICIAL 1.00 $172.38 2 $345
TYPE SUBTOTAL 2.50 $371.30 $6,511
PLANNING PROJECT PLANNER Permit By Appt. 0.50 $66.31 15 $995 BUILDING BUILDING OFFICIAL Permit By Appt. 1.00 $172.38 20 $3,448 BUILDING PERMIT TECH Permit By Appt. 1.25 $124.81 20 $2,496 TYPE SUBTOTAL 2.75 $363.50 $6,938
TOTALS 6.16 $128.35 $231,034
Attachment 3
BUILDING RE-INSPECTION S-054B
BUILDING RE-INSPECTION Developer/Resident/Business
Re-inspection of construction that is needed due to the actions of the applicant. $146 per re-inspection
$145 per re-inspection
100%
$146.00
$145.18
$0.82
50 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 100.56%
$41
$7,259
$7,300
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING RE-INSPECTION S-054B
50 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING INSPECTOR 1.00 $145.18 50 $7,259
TYPE SUBTOTAL 1.00 $145.18 $7,259
TOTALS 1.00 $145.18 $7,259
Attachment 3
PERMIT APPLICATION EXTENSION S-054C
BUILDING EXTENSION Developer/Resident/Business
Extension of an expiring Building Permit Application at the reqeust of the applicant. $94 per extension (maximum of 4)
$95 per extension (maximum of 4)
100%
$94.00
$93.00
$1.00
5 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 101.08%
$5
$465
$470
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PERMIT APPLICATION EXTENSION S-054C
5 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING OFFICIAL 0.25 $43.10 5 $216
BUILDING PERMIT TECH 0.50 $49.93 5 $250
TYPE SUBTOTAL 0.75 $93.03 $465
TOTALS 0.75 $93.00 $465
Attachment 3
PERMIT EXTENSION S-054D
BUILDING EXTENSION Developer/Resident/Business
Extension of an expiring or expired Building Permit at the reqeust of the applicant. $146 per extension (maximum of 2)
$150 per extension (maximum of 2)
100%
$146.00
$151.20
$(5.20)
5 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 96.56%
$(26)
$756
$730
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PERMIT EXTENSION S-054D
5 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.25 $33.15 5 $166
BUILDING BUILDING OFFICIAL 0.25 $43.10 5 $216
BUILDING PERMIT TECH 0.75 $74.89 5 $374
TYPE SUBTOTAL 1.25 $151.14 $756
TOTALS 1.25 $151.20 $756
Attachment 3
BUILDING PERMIT PRE-APPLIC. CONFER. S-054E
BUILDING APPLICATION Developer/Resident/Business
Review of a request for a pre-application review of a proposed construction project by staff. $318 per application
$340 per application
100%
$318.00
$339.00
$(21.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 93.81%
$(21)
$339
$318
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING PERMIT PRE-APPLIC. CONFER. S-054E
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.50 $66.31 1 $66
BUILDING BUILDING OFFICIAL 1.00 $172.38 1 $172
BUILDING PERMIT TECH 1.00 $99.85 1 $100
TYPE SUBTOTAL 2.50 $338.54 $339
TOTALS 2.50 $339.00 $339
Attachment 3
BUILDING SINGLE TRADE PERMIT S-055
BUILDING PERMIT Developer/Resident/Business
Review of over the counter single plumbing, mechanical, or electrical permits for compliance with City codes and standards, and inspection of the resulting construction. $167 per permit
$165 per permit
100%
$167.00
$162.44
$4.56
140
CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 102.81%
$639
$22,741
$23,380
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING SINGLE TRADE PERMIT S-055
140
REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING INSPECTOR 0.75 $108.89 140 $15,245
BUILDING PERMIT TECH 0.50 $49.93 140 $6,990
TYPE SUBTOTAL 1.25 $158.82 $22,235
BUILDING BUILDING INSPECTOR 0.50 $72.59 4 $290
BUILDING BUILDING OFFICIAL 0.25 $43.10 5 $216
TYPE SUBTOTAL 0.75 $115.69 $506
TOTALS 2.00 $162.44 $22,741
Attachment 3
ON-SITE DRIVEWAY PERMIT S-055A
BUILDING PERMIT Developer/Resident/Business
Review of a new or replaced driveway for compliance with City codes and standards. $271 per permit
$395 per permit
100%
$271.00
$393.00
$(122.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 68.96%
$(122)
$393
$271
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ON-SITE DRIVEWAY PERMIT S-055A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.75 $99.46 1 $99
BUILDING PERMIT TECH 0.75 $74.89 1 $75
PW-STREETS PW SUPERINTENDENT 1.00 $218.73 1 $219
TYPE SUBTOTAL 2.50 $393.08 $393
TOTALS 2.50 $393.00 $393
Attachment 3
SOLAR PLAN CHECK/INSPECTION PERMIT S-056
BUILDING PERMIT Developer/Resident/Business
Review of solar system construction plans for compliance with City codes and standards, and inspection of the resulting construction.
Plan Check - $318
Inspection - $135
Plan Check - $340
Inspection - $135
100%
$453.00
$475.51
$(22.51)
35 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 95.27%
$(788)
$16,643
$15,855
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
SOLAR PLAN CHECK/INSPECTION PERMIT S-056
35 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.25 $33.15 35 $1,160
BUILDING BUILDING INSPECTOR Inspection 0.75 $108.89 35 $3,811 BUILDING BUILDING OFFICIAL Plan Check 1.50 $258.57 35 $9,050 BUILDING PERMIT TECH Inspection 0.25 $24.96 35 $874
BUILDING PERMIT TECH Plan Check 0.50 $49.93 35 $1,748
TYPE SUBTOTAL 3.25 $475.50 $16,643
TOTALS 3.25 $475.51 $16,643
Attachment 3
RE-ROOF PERMIT S-057
BUILDING PERMIT Resident/Business
Review of re-roof construction plans for compliance with City codes and standards, and inspection of the resulting construction.
$255 per permit
$260 per permit
100%
$255.00
$258.12
$(3.12)
123
CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 98.79%
$(384)
$31,749
$31,365
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
RE-ROOF PERMIT S-057
123
REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.25 $33.15 123 $4,077
BUILDING BUILDING INSPECTOR 1.00 $145.18 123 $17,857
BUILDING PERMIT TECH 0.75 $74.89 123 $9,211
TYPE SUBTOTAL 2.00 $253.22 $31,146
BUILDING BUILDING OFFICIAL 0.50 $86.19 7 $603
TYPE SUBTOTAL 0.50 $86.19 $603
TOTALS 2.50 $258.12 $31,749
Attachment 3
BUILDING BOARD APPEAL S-058
BUILDING APPLICATION Developer/Resident/Business
Appeal of a decision of the Building Official to the Building Board. $1,052 per application
$1,135 per appeal
100%
$1,052.00
$1,134.00
$(82.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 92.77%
$(82)
$1,134
$1,052
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING BOARD APPEAL S-058
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING OFFICIAL 6.00 $1,034.28 1 $1,034
BUILDING PERMIT TECH 1.00 $99.85 1 $100
TYPE SUBTOTAL 7.00 $1,134.13 $1,134
TOTALS 7.00 $1,134.00 $1,134
Attachment 3
DUPLICATE INSPECTION CARD S-059
BUILDING CARD Developer/Resident/Business
Creation of a duplicate inspection card because the applicant lost the card. $63 per card
$60 per card
100%
$63.00
$61.30
$1.70
10 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 102.77%
$17
$613
$630
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
DUPLICATE INSPECTION CARD S-059
10 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING INSPECTOR 0.25 $36.30 10 $363
BUILDING PERMIT TECH 0.25 $24.96 10 $250
TYPE SUBTOTAL 0.50 $61.26 $613
TOTALS 0.50 $61.30 $613
Attachment 3
BUILDING TECHNICAL ASSISTANCE S-059A
BUILDING REVIEW Developer/Resident/Business
Providing technical assistance at the Building counter at the request of the customer. This service does not include Public Records Act copy and research requests.
Charge the fully allocated hourly rate for all personnel involved after 15 minutes.
Charge the fully allocated hourly rate for all personnel involved after 15 minutes. 100%
$0.00
$0.00
$0.00
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$0
$0
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING TECHNICAL ASSISTANCE S-059A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST
0.00 $0.00 0 $0
TYPE SUBTOTAL 0.00 $0.00 $0
TOTALS 0.00 $0.00 $0
Attachment 3
STOP WORK INVESTIGATION S-059B
BUILDING INVESTIGATION Developer/Resident/Business
Inspection of work performed without the proper permits. $568 per investigation plus double the permit fee
$620 per investigation plus double the permit fee
100%
$568.00
$619.84
$(51.84)
43 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 91.64%
$(2,229)
$26,653
$24,424
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
STOP WORK INVESTIGATION S-059B
43 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.50 $66.31 43 $2,851
BUILDING BUILDING INSPECTOR 3.00 $435.54 43 $18,728
BUILDING BUILDING OFFICIAL 0.25 $43.10 43 $1,853
BUILDING PERMIT TECH 0.75 $74.89 43 $3,220
TYPE SUBTOTAL 4.50 $619.84 $26,653
TOTALS 4.50 $619.84 $26,653
Attachment 3
TEMPORARY CERTIFICATE OF OCCUPANCY S-059C
BUILDING APPLICATION Developer/Resident/Business
Review and inspection of a request to occupy a building before all permits are final. $224 per application
$225 per application
100%
$224.00
$223.67
$0.33
6 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 100.15%
$2
$1,342
$1,344
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TEMPORARY CERTIFICATE OF OCCUPANCY S-059C
6 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING PROJECT PLANNER 0.25 $33.15 6 $199
BUILDING BUILDING INSPECTOR 0.50 $72.59 6 $436
BUILDING BUILDING OFFICIAL 0.25 $43.10 6 $259
BUILDING PERMIT TECH 0.75 $74.89 6 $449
TYPE SUBTOTAL 1.75 $223.73 $1,342
TOTALS 1.75 $223.67 $1,342
Attachment 3
ALTERNATE MATERIALS/METHODS REVIEW S-059D
BUILDING APPLICATION Developer/Resident/Business
Review of a request to use alternate materials or methods for construction. $214 per application plus actual cost of City Staff for all time over one hour $220 per application plus actual cost of City Staff for all time over one hour 100%
$214.00
$222.40
$(8.40)
5 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 96.22%
$(42)
$1,112
$1,070
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ALTERNATE MATERIALS/METHODS REVIEW S-059D
5 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING OFFICIAL 1.00 $172.38 5 $862
BUILDING PERMIT TECH 0.50 $49.93 5 $250
TYPE SUBTOTAL 1.50 $222.31 $1,112
TOTALS 1.50 $222.40 $1,112
Attachment 3
BUILDING PHASED WORK REQUEST S-059E
BUILDING APPLICATION Developer/Resident/Business
Review of a request to break a proposed project into various phases. $302 per application
$315 per application
100%
$302.00
$315.34
$(13.34)
50 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 95.77%
$(667)
$15,767
$15,100
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING PHASED WORK REQUEST S-059E
50 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING BUILDING OFFICIAL 1.25 $215.48 50 $10,774
BUILDING PERMIT TECH 1.00 $99.85 50 $4,993
TYPE SUBTOTAL 2.25 $315.33 $15,767
TOTALS 2.25 $315.34 $15,767
Attachment 3
LANDSCAPE PLAN CHECK/INSPECTION S-060
PLANNING PLAN/PERMIT Developer/Resident/Business
Review of a stand-alone landscape plan for compliance with City codes and standards, and inspection of the construction.
$281 per plan/inspection
$690 per plan/inspection
100%
$281.00
$691.00
$(410.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 40.67%
$(410)
$691
$281
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
LANDSCAPE PLAN CHECK/INSPECTION S-060
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PLANNING ADMIN COORDINATOR 0.50 $44.42 1 $44
PLANNING PROJECT PLANNER 2.58 $342.13 1 $342
PLANNING PLAN & BLDG SVCS DIRECTOR 0.08 $19.46 1 $19
PW-FOREST & BEACH CITY FORESTER 1.00 $228.85 1 $229
PW-FOREST & BEACH MAINT WORKER 0.50 $56.14 1 $56
TYPE SUBTOTAL 4.66 $691.00 $691
TOTALS 4.66 $691.00 $691
Attachment 3
BUILDING TECHNOLOGY SURCHARGE S-060A
BUILDING PERMIT Developer/Resident/Business
Replacement of technology needed for Building & Safety. $8 per permit
$8 per permit
100%
$8.00
$7.89
$0.11
1,800
CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 101.39%
$198
$14,202
$14,400
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
BUILDING TECHNOLOGY SURCHARGE S-060A
1,800
REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING IWORQ 0.00 $5.56 1,800 $10,008
BUILDING Hardware Replacement 0.00 $0.89 1,800 $1,602
BUILDING Bluebeam 0.00 $1.44 1,800 $2,592
TYPE SUBTOTAL 0.00 $7.89 $14,202
TOTALS 0.00 $7.89 $14,202
Attachment 3
NEW BENCH LOCATION S-061
PUBLIC WORKS APPLICATION Resident/Non-Resident
Processing a request for a new memorial bench at a new location and construction and installation of the bench and plaque.
$964 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance) plus $1,325 if a public hearing is required.
$960 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance) plus $2,005 if a public hearing is required.
100%
$2,289.00
$2,966.60
$(677.60)
5 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 77.16%
$(3,388)
$14,833
$11,445
SUGGESTED FEE FOR COST RECOVERY OF:
June 29, 2023
Attachment 3
June 29, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
NEW BENCH LOCATION S-061
5 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PW-STREETS PW SUPERINTENDENT 2.50 $547.70 5 $2,739
PW-FACILITIES MAINT. BLDG MAINTENANCE SUPV. + Bench/Plaque Cost 0.50 $70.20 5 $351 PW-FOREST & BEACH CITY FORESTER 1.50 $343.82 5 $1,719
TYPE SUBTOTAL 4.50 $961.72 $4,809
PLANNING ADMIN COORDINATOR Public Hearing 2.67 $237.23 5 $1,186 PLANNING PROJECT PLANNER Public Hearing 5.67 $751.96 5 $3,760 PLANNING PLAN & BLDG SVCS DIRECTOR Public Hearing 1.92 $466.98 5 $2,335 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS Public Hearing 2.00 $548.78 5 $2,744 TYPE SUBTOTAL 12.26 $2,004.95 $10,025
TOTALS 16.76 $2,966.60 $14,833
Attachment 3
ADOPTION OF EXISTING BENCH S-062
PUBLIC WORKS APPLICATION Resident/Non-Resident
Processing a request for the adoption of an existing memorial bench, installation of the plaque, and construction of the bench if applicable.
$313 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance) plus $580 if a public hearing is required.
$380 per application plus the actual cost of the bench and plaque (plus 20% for future maintenance) plus $940 if a public hearing is required.
100%
$409.67
$536.17
$(126.50)
6 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 76.41%
$(759)
$3,217
$2,458
SUGGESTED FEE FOR COST RECOVERY OF:
June 29, 2023
Attachment 3
June 29, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
ADOPTION OF EXISTING BENCH S-062
6 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PW-STREETS PW SUPERINTENDENT 1.25 $273.85 6 $1,643
PW-FACILITIES MAINT. BLDG MAINTENANCE SUPV. + Bench/Plaque Cost 0.75 $105.29 6 $632 TYPE SUBTOTAL 2.00 $379.14 $2,275
PLANNING ADMIN COORDINATOR Public Hearing 0.50 $44.43 1 $44 PLANNING PROJECT PLANNER Public Hearing 2.17 $287.79 1 $288 PLANNING PLAN & BLDG SVCS DIRECTOR Public Hearing 0.25 $60.81 1 $61 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS Public Hearing 2.00 $548.78 1 $549 TYPE SUBTOTAL 4.92 $941.81 $942
TOTALS 6.92 $536.17 $3,217
Attachment 3
REPLACEMENT OF BENCH PLAQUE S-063
PUBLIC WORKS APPLICATION Resident/Non-Resident
Processing a request for the replacement of an existing memorial bench plaque plus installation of new plaque. $406 per application plus the actual cost of the plaque plus $380 if a public hearing is required. $490 per application plus the actual cost of the plaque plus $530 if a public hearing is required. 100%
$786.00
$1,019.00
$(233.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 77.13%
$(233)
$1,019
$786
SUGGESTED FEE FOR COST RECOVERY OF:
June 29, 2023
Attachment 3
June 29, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
REPLACEMENT OF BENCH PLAQUE S-063
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PW-STREETS PW SUPERINTENDENT 0.50 $109.54 1 $110
PW-FACILITIES MAINT. BLDG MAINTENANCE SUPV. + Plaque Cost 1.50 $210.59 1 $211 PW-FOREST & BEACH MAINT WORKER 1.50 $168.69 1 $169
TYPE SUBTOTAL 3.50 $488.82 $489
PLANNING ADMIN COORDINATOR Public Hearing 0.50 $44.43 1 $44 PLANNING PROJECT PLANNER Public Hearing 2.17 $287.79 1 $288 PLANNING PLAN & BLDG SVCS DIRECTOR Public Hearing 0.25 $60.81 1 $61 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS Public Hearing 0.50 $137.20 1 $137 TYPE SUBTOTAL 3.42 $530.23 $530
TOTALS 6.92 $1,019.00 $1,019
Attachment 3
TEMPORARY ENCROACHMENT PERMIT S-069
PUBLIC WORKS PERMIT Developer/Resident/Business
Review of a temporary encroachment in the public right-of-way, such as cranes, dumpsters, pods, or lane closures.
$219 per permit
$345 per permit
100%
$219.00
$343.44
$(124.44)
62 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 63.77%
$(7,715)
$21,293
$13,578
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TEMPORARY ENCROACHMENT PERMIT S-069
62 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING PERMIT TECH 0.50 $49.93 62 $3,096
PUBLIC WORKS ADMIN ADMIN COORDINATOR 0.75 $74.78 62 $4,636 PW-STREETS PW SUPERINTENDENT 1.00 $218.73 62 $13,561
TYPE SUBTOTAL 2.25 $343.44 $21,293
TOTALS 2.25 $343.44 $21,293
Attachment 3
PERMANENT ENCROACHMENT PERMIT S-070
PUBLIC WORKS PERMIT Resident/Business
Review of a permanent encroachment in the public right-of-way, such as Utility street cuts, sidewalk, curb, gutter, driveway, R-O-W landscpaing, retaining walls, drainage, boring, and aerial powerpoles.
Street Excavation - $766 per permit plus $4.25 per lineal foot Other - $432 per permit plus $2.13 per lineal foot
Plus cost of damage to public right-of-way or street as determined by the Public Works Director.
Street Excavation - $800 per permit plus $8.75 per lineal foot Other - $475 per permit plus $8.75 per lineal foot
Plus cost of damage to public right-of-way or street as determined by the Public Works Director. 100%
$614.25
$801.17
$(186.92)
12 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 76.67%
$(2,243)
$9,614
$7,371
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PERMANENT ENCROACHMENT PERMIT S-070
12 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST BUILDING PERMIT TECH Street Excavation 2.00 $199.70 4 $799 PW-STREETS PW SUPERINTENDENT Add'l 25 Feet 1.00 $218.73 4 $875 PW-STREETS PW SUPERINTENDENT Street Excavation 2.75 $601.51 4 $2,406 TYPE SUBTOTAL 5.75 $1,019.94 $4,080
BUILDING PERMIT TECH Other 2.00 $199.70 8 $1,598
PW-STREETS PW SUPERINTENDENT Add'l 25 Feet 1.00 $218.73 8 $1,750 PW-STREETS PW SUPERINTENDENT Other 1.25 $273.41 8 $2,187 TYPE SUBTOTAL 4.25 $691.84 $5,535
TOTALS 10.00 $801.17 $9,614
Attachment 3
TRAFFIC CONTROL PLAN REVIEW/INSPECT S-070A
PUBLIC WORKS PLAN/PERMIT Developer/Utility
Review of traffic control plans for right-of-way construction and inspection of traffic control devices. $370 per review plus $210 per each additional review
$675 per review plus $405 per each additional review
100%
$580.00
$1,078.00
$(498.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 53.80%
$(498)
$1,078
$580
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TRAFFIC CONTROL PLAN REVIEW/INSPECT S-070A
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 0.50 $137.14 1 $137 PW-STREETS PROJECT MANAGER 1.50 $317.28 1 $317
PW-STREETS PW SUPERINTENDENT 1.00 $218.73 1 $219
TYPE SUBTOTAL 3.00 $673.15 $673
PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS Add'l Review 0.50 $137.14 1 $137 PW-STREETS PROJECT MANAGER Add'l Review 0.75 $158.64 1 $159 PW-STREETS PW SUPERINTENDENT Add'l Review 0.50 $109.37 1 $109 TYPE SUBTOTAL 1.75 $405.15 $405
TOTALS 4.75 $1,078.00 $1,078
Attachment 3
TREE REMOVAL PERMIT S-072
PUBLIC WORKS PERMIT Developer/Resident/Business
Review of a request for the removal of a tree larger than 4 inches in diameter. $255 per permit
$1,330 per permit
100%
$238.33
$1,331.40
$(1,093.07)
108
CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 17.90%
$(118,051)
$143,791
$25,740
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TREE REMOVAL PERMIT S-072
108
REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 0.50 $137.14 108 $14,811 PW-STREETS PW SUPERINTENDENT 0.50 $109.37 108 $11,812
PW-FOREST & BEACH CITY FORESTER 4.25 $972.61 108 $105,042 PW-FOREST & BEACH MAINT WORKER 1.00 $112.28 108 $12,126 TYPE SUBTOTAL 6.25 $1,331.40 $143,791
TOTALS 6.25 $1,331.40 $143,791
Attachment 3
TREE PRUNING REQUEST S-072A
PUBLIC WORKS APPLICATION Developer/Resident/Business
Review of a request for the pruning of a tree larger than 4 inches in diameter. $255 per permit
$795 per permit
100%
$255.00
$793.78
$(538.78)
36 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 32.12%
$(19,396)
$28,576
$9,180
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TREE PRUNING REQUEST S-072A
36 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PW-STREETS PW SUPERINTENDENT 0.50 $109.37 36 $3,937
PW-FOREST & BEACH CITY FORESTER 2.50 $572.13 36 $20,597 PW-FOREST & BEACH MAINT WORKER 1.00 $112.28 36 $4,042
TYPE SUBTOTAL 4.00 $793.78 $28,576
TOTALS 4.00 $793.78 $28,576
Attachment 3
TREE APPEAL TO FOREST & BEACH COMM S-072C
PUBLIC WORKS APPEAL Developer/Resident/Business
Appeal of tree-related decision to the Forest & Beach Committee. $1,485 per appeal plus actual outside costs
$2,695 per appeal plus actual outside costs
100%
$1,485.00
$2,696.75
$(1,211.75)
12 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 55.07%
$(14,541)
$32,361
$17,820
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TREE APPEAL TO FOREST & BEACH COMM S-072C
12 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PUBLIC WORKS ADMIN ADMIN COORDINATOR 2.50 $249.25 12 $2,991 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 3.50 $959.98 12 $11,520 PW-FOREST & BEACH CITY FORESTER 6.50 $1,487.53 12 $17,850 TYPE SUBTOTAL 12.50 $2,696.76 $32,361
TOTALS 12.50 $2,696.75 $32,361
Attachment 3
TREE APPEAL TO CITY COUNCIL S-072D
PUBLIC WORKS APPEAL Developer/Resident/Business
Appeal of a tree-related decision to the City Council.
$1,485 per appeal plus actual outside costs
$2,415 per appeal plus actual outside cost
100%
$1,485.00
$2,414.00
$(929.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 61.52%
$(929)
$2,414
$1,485
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
TREE APPEAL TO CITY COUNCIL S-072D
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PUBLIC WORKS ADMIN ADMIN COORDINATOR 1.50 $149.55 1 $150 PUBLIC WORKS ADMIN DIRECTOR OF PUBLIC WORKS 4.50 $1,234.26 1 $1,234 PW-FOREST & BEACH CITY FORESTER 4.50 $1,029.83 1 $1,030 TYPE SUBTOTAL 10.50 $2,413.64 $2,414
TOTALS 10.50 $2,414.00 $2,414
Attachment 3
PRIVATE TREE FALL IN PUBLIC R-O-W S-073
PUBLIC WORKS TREE Resdient/Business
Removal of a fallen private tree in the public right-of-way.
Charge the fully allocated hourly rate for all personnel involved plus any outside costs Charge the fully allocated hourly rate for all personnel involved plus any outside costs 100%
$0.00
$281.00
$(281.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(281)
$281
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
PRIVATE TREE FALL IN PUBLIC R-O-W S-073
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PW-FOREST & BEACH MAINT WORKER 2.50 $280.70 1 $281
TYPE SUBTOTAL 2.50 $280.70 $281
TOTALS 2.50 $281.00 $281
Attachment 3
DAMAGE TO CITY PROPERTY S-074
PUBLIC WORKS OCCURRENCE Resident/Non-Resident
Repair of damage to City property.
Charge the fully allocated hourly rate for all personnel involved plus any outside costs.
Charge the fully allocated hourly rate for all personnel involved plus any outside costs. 100%
$0.00
$110.00
$(110.00)
1 CITY OF CARMEL-BY-THE-SEA
FY 2023
REVENUE AND COST SUMMARY WORKSHEET
SERVICE REFERENCE NO.
PRIMARY DEPARTMENT UNIT OF SERVICE SERVICE RECIPIENT
DESCRIPTION OF SERVICE
CURRENT FEE STRUCTURE
REVENUE AND COST COMPARISON
UNIT REVENUE:
UNIT COST:
UNIT PROFIT (SUBSIDY):
TOTAL UNITS:
TOTAL REVENUE:
TOTAL COST:
TOTAL PROFIT (SUBSIDY):
PCT. COST RECOVERY: 0.00%
$(110)
$110
$0
SUGGESTED FEE FOR COST RECOVERY OF:
May 24, 2023
Attachment 3
May 24, 2023
CITY OF CARMEL-BY-THE-SEA
FY 2023
COST DETAIL WORKSHEET
SERVICE
DAMAGE TO CITY PROPERTY S-074
1 REFERENCE NO.
NOTE TOTAL UNITS
Unit Costs are an Average of Total Units
DEPARTMENT POSITION TYPE UNIT TIME UNIT COST ANN. UNITS TOTAL COST PW-STREETS MAINTENANCE WORKER Actual Costs 1.00 $109.78 1 $110 TYPE SUBTOTAL 1.00 $109.78 $110
TOTALS 1.00 $110.00 $110
Attachment 3
Table 1: Planning Fees Comparison
Carmel
Current
Carmel
Proposed Marina
Pacific
Grove
Track 1 Design
‐ Minor 448 690 340 345 932 500
Track 1 Design
‐ Major 813 990 1,010 1,237 1,597 500
Track 2 Design
‐ Minor 2,360 3,910 7,775 2,003 3,318 1,200
Track 2 Design
‐ Major 5,392 5,935 7,775 4,400 3,318 1,200
Use Permit 2,730 3,060 5,350 3,248
Prelim (Phase
1) Hist Eval ‐
Staff
474 310 NA 491
Phase 1
Historical Eval ‐
Qual Prof
271 405 NA 1,887
Phase 2 Hist
Eval ‐ HRB Rev
of Design
1,579 2,040 NA 1,531
+ 1,000 Preapplication
5,218
Seaside
+ 706 Preapplication
+ 800 Use Permit
1,000
1,963
1,963
1,963
Monterey
+ 1,000 Preapplication
4,000
0 0
Attachment 4
Table 2: Tree Pruning and Removal Fees Comparison
Carmel Current
PRIOR
Proposed
Carmel
Proposed Marina Monterey Pacific Grove Seaside
68 ‐ single tree
31 ‐ each additional100 ‐ application296 ‐ with development 505 ‐ administrative 146.50 ‐ permit no development 68 ‐ single tree 1,335 ‐ application 706 ‐ permit with development 31 ‐ each additional 100 ‐ application296 ‐ with development
122 ‐ 1‐5 trees
Tree Pruning
Trimming 255 795 600 NA 117.50
Tree Removal 255 1,170 1,330 122 ‐ 1‐5 trees 298.50 ‐ administrative with development
110 ‐ each additional
10 trees