Agenda packet — Carmel-by-the-Sea City Council, October 6, 2025 (part 1 of 2)

CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL AGENDA
Contact: 831.620.2000 www.ci.carmel.ca.us
Mayor Dale Byrne
Councilmembers Jeff Baron, Hans Buder, Bob
Delves, and Alissandra Dramov
All meetings are held in the City Council Chambers
East Side of Monte Verde Street
Between Ocean and 7th Avenues
Special Meeting
Monday, October 6, 2025
3:00 PM

HYBRID MEETING ATTENDANCE OPTIONS
This meeting will be held in person and via teleconference ("hybrid"). The public is welcome to attend the meeting in person or remotely via Zoom, however, the meeting will proceed as normal even if there are technical difficulties accessing Zoom. The City will do its best to resolve any technical issues as quickly as possible. To view or listen to the meeting from home, you may also watch the live stream on the City's YouTube page at: https://www.youtube.com/@CityofCarmelbytheSea/streams. To participate in the meeting via Zoom, copy and paste the link below into your browser. https://ci-carmel-ca-us.zoom.us/j/81991221369
Webinar ID: 819 9122 1369
Passcode: 055985
Dial in: (253) 215-8782

HOW TO OFFER PUBLIC COMMENT
The public may give public comment at this meeting in person, or use the Zoom teleconference module, provided that there is access to Zoom during the meeting. Zoom comments will be taken after the in-person comments. The public can also email comments to [email protected]. Comments must be received at least 2 hours before the meeting in order to be provided to the legislative body. Comments received after that time and up to the beginning of the meeting will be made part of the record.

PUBLIC COMMENT GUIDELINES FOR SPECIAL MEETINGS
During Special City Council Meetings, public comments are permitted on items listed on the agenda. After each item on the agenda is introduced, the Mayor will invite public comment on that item. Each speaker has 3 minutes to speak unless otherwise adjusted by the Mayor.

While stating your name is optional, it helps to identify speakers in the meeting minutes.

Remote or in-person participants who do not comply with the requirements of the Brown Act will be muted.

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CALL TO ORDER AND ROLL CALL - CHAMBERS
CONSENT AGENDA (Estimated time - 5 min)
Items on the consent agenda are routine in nature and do not require discussion or independent action. Members of the Council or the public may ask that any items be considered individually for Council discussion and/or for public comment. Unless that is done, one motion may be used to adopt all recommended actions.
1) September 3 & 8, 2025, Special Meeting Minutes, and September 9, 2025, Regular Meeting Minutes
2) August 2025 Monthly Reports
3) August 2025 Check Register Summary
4) Resolution 2025-082 establishing the meeting dates of the City Council for calendar year 2026
5) Resolution 2025-083 authorizing the purchase of a 2025 Ford F-550 LT40 Utility Bucket Truck from Terex Utilities under Sourcewell Contract Number 110421-TER in the amount of $196,173
6) Resolution 2025-084 authorizing a refund of a Design Review application fee in the amount of $3,611.25 to Esperanza Carmel Commercial LLC

ORDERS OF BUSINESS
Orders of Business are agenda items that require City Council discussion, debate, direction to staff, and/or action.
7) Resolution 2025-085 Authorizing the City Administrator to Execute a Professional Services Agreement with Opticos for a not-to-exceed fee of $212,290 to prepare objective design and development standards (ODDS) for accessory dwelling units, multifamily residential, and mixeduse residential (Estimated time - 20 min) 8) Receive a presentation on the Mills Act, discuss potential policy amendment options and provide direction to staff regarding the preparation of proposed policy modifications for future Council consideration (Estimated time - 45 min)
9) Resolution 2025-086 Approving a Memorandum of Understanding with Monterey Regional Waste Management District, dBA ReGen Monterey,

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in support of Franchise Agreement Planning (Estimated time - 20 min)

CLOSED SESSION
A. CONFERENCE WITH LEGAL COUNSEL--EXISTING LITIGATION
Pursuant to Government Code Section 54956.9
Name of case: Ellen Barrett v. City of Carmel-by-the-Sea, Case No. 5:25- cv-05846-SVK
B. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
PURSUANT TO GOVERNMENT CODE SECTION 54956.8;
Property: Carmel Middle School, 4380 Carmel Valley Road, Carmel, CA 93923;
Agency negotiators: Dale Byrne, Mayor, Chip Rerig, City Administrator, Brandon Swanson, Assistant City Administrator;
Negotiating parties: Carmel Unified School District;
Under negotiation: Price and terms of payment for lease C. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54957.6;
Agency Designated Representatives: Assistant City Administrator Brandon Swanson, HR Manager, Marisa Bermudez, and Zachery Lopes, Burke Williams & Sorensen;
Employee Organization: Police Officers Association (POA)

ADJOURNMENT

CORRESPONDENCE
Correspondence received after the agenda was posted will be uploaded to this link:
https://carmelbytheseaca.portal.civicclerk.com/event/683/files/agenda/801 This agenda was posted at City Hall, Monte Verde Street between Ocean Avenue and 7th Avenue, Harrison Memorial Library, located on the NE corner of Ocean Avenue and Lincoln Street, the Carmel-by-the-Sea Post Office, 5th Avenue between Dolores Street and San Carlos Street, and the City's webpage (http://www.ci.carmel.ca.us) in accordance with applicable legal requirements.

CORRESPONDENCE AND SUPPLEMENTAL MATERIAL RECEIVED AFTER THE

POSTING OF THE AGENDA

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Supplemental materials or correspondence distributed to a majority of the City Council after this agenda was posted are available for public review at City Hall (Monte Verde Street between Ocean and Seventh Avenues) during regular business hours. To submit written comments: email the City Clerk at [email protected] and include the meeting date and agenda item number in the subject line. Correspondence received at least two hours before the meeting starts (earlier is encouraged) will not be read aloud but will be posted with the agenda at https://carmelbytheseaca.portal.civicclerk.com/ as soon as possible.

SPECIAL NOTICES TO PUBLIC
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at 831-620-2000 at least 48 hours prior to the meeting to ensure that reasonable arrangements can be made to provide accessibility to the meeting (28CFR 35.102-35.104 ADA Title II).

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CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
October 6, 2025
CONSENT AGENDA (Estimated time - 5 min)
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Nova Romero, City Clerk
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: September 3 & 8, 2025, Special Meeting Minutes, and September 9, 2025, Regular Meeting Minutes
RECOMMENDATION:

Approve Draft Minutes.

BACKGROUND / SUMMARY:

The City Council routinely approves minutes of its meetings.

FISCAL IMPACT:

None for this action.

PRIOR CITY COUNCIL ACTION:

None for this action.

ATTACHMENTS:

1. 9-3-2025 Special Meeting Minutes

2. 9-8-2025 Special Meeting Minutes

3. 9-9-2025 Regular Meeting Minutes

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL

SPECIAL MEETING MINUTES
Wednesday, September 3, 2025
TOUR OF INSPECTION - 9:30 AM
The City Council conducted an on-site tour of inspection of the property listed below:

Pickleball Courts - Lorca Lane, between Junipero Street and Camino Del Monte, Carmelby-the-Sea

CALL TO ORDER AND ROLL CALL
Mayor Byrne called the meeting to order in the Council Chambers at 10:00 a.m.

Roll call: Councilmembers Jeff Baron, Hans Buder, Alissandra Dramov, Mayor Pro Tem Delves, and Mayor Dale Byrne were present.

ORDERS OF BUSINESS
Item 1 - Review and discuss the Pickleball Policy adopted by the Forest and Beach Commission, and provide direction to Staff regarding steps moving forward, including the development of possible related amendments to the Carmel-by-the-Sea Municipal Code for consideration at a future City Council meeting.

Administrative Analyst Tom Ford presented a proposed pickleball policy and summarized the extensive outreach conducted by city staff and the Forest and Beach Commission (FBC), which included consulting residents, players, and other jurisdictions, reviewing police reports and public correspondence, and evaluating technical solutions like quieter balls and sound-dampening fencing. He added that the FBC unanimously adopted this policy for specific pickleball and tennis days/hours at Forest Hill Park, and after a trial period, concluded the policy needs codification for enforceability. Council questioned the effectiveness of acoustic fencing, the necessity and height of a fence for sound mitigation. Mr. Ford reported that low-noise equipment wasn't recommended due to player disinterest. Acting Police Chief Trayer reported 14 complaint calls since April 1 regarding neighborhood pickleball issues.

Public Comment:

Suzie Crary
John Jaramillo
Loren Hughes
Didier Diaz
Barbara Lang
Kimberly Edwards
ATTACHMENT 1 Page 1 of 3

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Martin Edwards
Jane Venaman
No name
Tamara Bennett
Sanjit
Nicole Jacoby
Michael Kennedy
Nancy Hubbe
Peter Cole
Amina Sanu
Jean Rasch
Anthony Carnazzo
John Kratchmer
Owen Baylis
Jeanne
RECESS
Council took a recess at 11:44 p.m. and resumed the meeting at 12:06 p.m.

City Administrator Rerig reported that Carmel Middle School may open tennis courts for community use, with some potentially designated for pickleball hours after school, weekends, and school breaks.

Council deliberated on options to address pickleball noise and court use at Forest Hill Park.

Councilmember Baron supported testing quiet paddles and balls, acknowledging enforcement would require an ordinance. Councilmember Buder agreed about intrusive noise, backed quiet paddles, suggested volunteer "ambassadors" for compliance, and was interested in electronic locks and a central fence. Mayor Pro Tem Delves favored the FBC's recommended policy, adding limited hours (e.g., 10 a.m.–4 p.m.), possible player restrictions, and timed electronic locks or a reservation system, while expressing optimism about Carmel Middle School courts despite enforcement difficulties for quiet equipment. Councilmember Dramov sided with neighbors, suggesting banning pickleball at Forest Hill Park and relocating it, deeming quiet equipment and sound barriers ineffective. Mayor Byrne acknowledged the sport's benefits but leaned towards banning pickleball at Forest Hill Park due to enforcement issues and proximity to homes, supporting investment in Middle School courts.

Council also heard from FBC Chair Michie and Commissioner Brezockzy, who explained that players rejected quiet equipment, the Commission found reduced hours more workable, and other cities, such as Yountville, have used acoustic fencing and ambassador programs successfully.

Staff advised that an ordinance is required for enforceability and can return with options for controlled play and cost estimates for fencing. Councilmembers were split regarding concern about investing in fencing without proof of effectiveness, though players offered to help fundraise for costs.

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Council gave consensus direction to Staff to return at the October Council meeting with the following for Council consideration:
1) Draft Urgency Ordinance - temporarily banning pickleball. 2) Draft Regular Ordinance - strictly limiting play to designated days and hours under the FBC’s policy.
3) Cost options for fencing and sound mitigation, and information on whether to split the court 50/50 for tennis and pickleball.

Council will schedule a field trip to the Pacific Grove pickleball courts to look at their acoustic fences.

ADJOURNMENT
Council adjourned at 1:17 pm.

APPROVED: ATTEST:
_____________________________ ________________________________ Dale Byrne, Mayor Nova Romero, MMC, City Clerk
ATTACHMENT 1 Page 3 of 3

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL

SPECIAL MEETING MINUTES
Monday, September 8, 2025

CALL TO ORDER AND ROLL CALL
Mayor Byrne called the meeting to order in the Council Chambers at 3:00 p.m.

Roll call: Councilmembers Jeff Baron, Hans Buder, Alissandra Dramov, Mayor Pro Tem Delves, and Mayor Dale Byrne were present.

CONSENT AGENDA
Mayor Pro Tem Delves requested that item #6 be pulled from consent and continued to the regular meeting on September 9th for discussion.

Motion by Councilmember Baron to approve consent agenda items #1-5, seconded by Councilmember Buder, and approved 5-0-0-0 by the following roll call vote:

AYES: Councilmembers Baron, Buder, Delves, Dramov, and Mayor Byrne NOES: None
ABSENT: None
ABSTAIN: None
Item 1 - August 4, 2025, Special Meeting Minutes, and August 5, 2025, Regular Meeting Minutes - Approved 5-0-0-0
Item 2 - July 2025 Monthly Reports - Approved 5-0-0-0
Item 3 - July 2025 Check Register Summary - Approved 5-0-0-0 Item 4 - Resolution 2025-073 authorizing the purchase of two (2) electric 2025 Ford F-150 Lightnings from Watsonville Ford under Sourcewell Contract #091521-NAF in the amount of $121,857.56 - Approved 5-0-0-0
Item 5 - Resolution 2025-074 Approving Revisions to City Policy C89-02: City Council Meetings, Orders of Council, Agenda Packets, Minutes of Meeting and Agenda Distribution - Approved 5- 0-0-0

ITEMS PULLED FROM CONSENT
Item 6 - Resolution 2025-075 designating the 2025 Holiday Closure from December 24, 2025, through January 2, 2026 - Continued to September 9, 2025 ATTACHMENT 2 Page 1 of 6

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Item #6 was pulled from consent and continued to the September 9, 2025, City Council meeting.

PUBLIC HEARINGS
Item 7 - APPEAL 25115 (Esperanza Carmel Commercial - JB Pastor Building): Continued from the August 4, 2025 City Council hearing, consideration of an Appeal (APPEAL 25115, Esperanza Carmel Commercial - JB Pastor Building) filed by Krista Ostoich on behalf of Mike Brown, Mike Cate, Don Goodhue, Steve Hillyard, Vinz Koller, Courtney Kramer, Cindy Lloyd, Ian Martin, Rich Pepe, Kristi Reimer, and Julie Wendt of the Planning Commission's approval (Resolution No. 2025-020-PC) of Design Review, DR 23-140 (Esperanza Carmel Commercial - JB Pastor Building), Use Permit, UP 21-113 (Esperanza Carmel Commercial - JB Pastor Building), Lot Merger, LM 20-394 (Esperanza Carmel Commercial - JB Pastor Building), and associated environmental determination for the JB Pastor Building located at Dolores Street 2 southeast of 7th Avenue in the Service Commercial (SC) District at Lots 6, 8, and 10 of Block 91. APNs: 010- 145-023-000
Mayor Byrne and Mayor Pro Tem Delves both recused themselves from the Esperanza Carmel appeal at 3:09 p.m. Mayor Byrne cited a perceived conflict due to his volunteer role with Carmel Cares and a past donation from Esperanza Carmel, while Mayor Pro Tem Delves cited a campaign donation from an appellant.

Councilmember Baron chaired the remainder of the meeting. Senior Planner Evan Kort summarized the appeal of the Esperanza Carmel JB Pastor building project. He noted that although the Planning Commission determined the project met floor area, historic, and CEQA standards, the Council partially disagreed with these findings at the August 4th hearing, and as a result, the hearing was continued to September 8, 2025. He said that at the August 4th hearing, Council instructed staff to draft a new resolution for formal adoption, reflecting the Council's conclusions on parking and landscaping, and to prepare separate motions addressing Maximum Floor Area, consistency with the Secretary of the Interior’s Standards, and CEQA.

Public Comment:

Julie Wendt, representative for the appellants
Jeremiah Reynolds, attorney for the applicant (property owner) Fred Kern
Joe DiNucci
Ms. Thomas
Andi Carr
Greg Hole
John Goode
Stacey Steele
ATTACHMENT 2

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Julie Christopher
Gerry Perratore
Edward Ruhnke
Kati Enea
Mike Brown
Cindy Lloyd
Courtney Primer
Kristi Reimers
Karyl Hall
Neal Kruse
Allison Shaman
Leonard Lazarus
Adam Jesselnick
Parker Logan
Daniel Alvarez
Vinz Koller
Victoria Beach
Ian Martin, spoke on behalf of the appellants
Ryan Aeschilman, representing the applicant (property owner) RECESS
Council took a recess at 4:36 pm and resumed the meeting at 4:46 pm.

Councilmembers Baron, Dramov, and Buder stressed that the appeal hearing for the JB Pastor project is a quasi-judicial review, focused on applying existing codes and policies, not a platform for general frustrations or unrelated development concerns. Councilmember Dramov also responded to public comment, stating that the City Attorney confirmed her right to participate in the hearing. Council announced their decision to structure their deliberation by reviewing and considering the three (3) staff-recommended motions and Resolution 2025-076 one at a time.

Council discussed staff’s recommendation #3, regarding consistency with the Secretary of Interior’s Standards. Councilmember Dramov reiterated her concerns that the 2023 historic consultant report and prior Council resolution were flawed and did not provide a full professional analysis of the entire project. Councilmembers Baron and Buder acknowledged imperfections in the process but emphasized the need for predictability, noting that the applicant had relied on the prior Council’s determination made in Resolution 2023-099.

Motion by Councilmember Baron, Motion finding for purposes of consideration by the Planning Commission upon remand, that the Esperanza Carmel Commercial - JB Pastor Building Project, as considered by the City Council on August 4, 2025 and September 8, 2025, is consistent with the Secretary of the Interior’s Standards based on City Council Resolution 2023-099 and further directing City Staff to present to the Planning Commission on remand additional analysis addressing the Project’s consistency with the Secretary of ATTACHMENT 2 Page 3 of 6

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the Interior’s Standards. Motion seconded by Councilmember Buder, and passed 2-1 by the following roll call vote:

AYES: Councilmembers Baron and Buder
NOES: Councilmember Dramov
ABSENT: None
ABSTAIN: Mayor Pro Tem Delves (recused), Mayor Byrne (recused) Council discussed staff recommendation #4, regarding the project’s exemption from CEQA based on CEQA Guidelines Section 15331 (Class 31). Councilmember Dramov disagreed with the recommendation, asserting a full historic analysis including project impact and all 10 Secretary of Interior Standards is required before determining CEQA exemption.

Motion by Councilmember Buder finding for purposes of consideration by the Planning Commission upon remand, that the Esperanza Carmel Commercial - JB Pastor Building Project, as considered by the City Council on August 4, 2025 and September 8, 2025, Categorically Exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15331 (Class 31) - Historical Resource Restoration/Rehabilitation and that no Exceptions to this Categorical Exemption contained in CEQA Guidelines Section 15300.2 apply to negate this Exemption and further directing the Planning Commission to consider the Project’s eligibility under that Class 31 exemption based on the additional analysis of the Project’s consistency with the Secretary of Interior Standard. Motion was seconded by Councilmember Baron, and approved 2-1 by the following roll call vote:

AYES: Councilmembers Baron and Buder
NOES: Councilmember Dramov
ABSENT: None
ABSTAIN: Mayor Pro Tem Delves (recused), Mayor Byrne (recused) Council discussed staff recommendation #2, regarding compliance with the maximum floor area requirements (Carmel Municipal Code Section 17.14.140.C). Councilmember Baron said that he is satisfied with the Planning Commission’s determination that the project complies with the code after the applicant made revisions. Councilmember Buder agreed, noting that although the code is ambiguous, he supports the Planning Commission’s interpretation. Councilmember Dramov maintained her position, siding with the appellants, that the project exceeds the maximum floor area.

Motion by Councilmember Baron finding for purposes finding for the purposes of consideration by the Planning Commission upon remand that the Esperanza Carmel Commercial - JB Pastor Building Project, as considered by the City Council on August 4, 2025, complies with the Maximum Floor Area Requirements of City of Carmel-by-the-Sea Municipal Code Section 17.14.140.C. Motion was seconded by Councilmember Buder, and approved 2-1 by the following roll call vote:

AYES: Councilmembers Baron and Buder
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NOES: Councilmember Dramov
ABSENT: None
ABSTAIN: Mayor Pro Tem Delves (recused), Mayor Byrne (recused) Council recommendation #1, Resolution 2025-076, reaffirming the Council’s direction on parking and landscaping. Councilmember Buder presented that an underground garage could accommodate required parking without lifts and noted the 3 reasons that the project does not qualify for in-lieu parking. Councilmember Baron raised concerns with the resolution language, stating the issue with lift systems is not only safety but also practicality, as tenants would be unlikely to use them. Councilmember Dramov agreed that a lift garage is not only a safety concern, it is unrealistic for public use.

Councilmember Buder suggested the Planning Commission consider developing a policy on parking lifts. Councilmember Baron recommended that any direction on this matter come from the full Council.

RECESS
Council took a recess at 5:56 p.m. and resumed the meeting at 6:06 p.m.

Council returned and resumed the meeting. Council requested staff add the history of in-lieu parking fees collected to the meeting record and provide copies to the public. City Clerk Romero confirmed the applicant had already received this document in response to a June 13, 2025, PRA request.

Public comment (on in-lieu parking history document):

Jeremiah Reynolds, on behalf of the applicant (property owner) Ian Martin, on behalf of the appellants
Council discussed the project’s proposed landscaping. Senior Planner Kort also presented the Carmel Commercial Design Guidelines document adopted in 2000, referencing examples of landscaping on pages 18–19, and noted the document would be added to the meeting record.

Councilmembers agreed that rooftop landscaping, per existing guidelines and Municipal Code Section 17.34.080, should not be counted toward the 50% open space requirement, as open space refers to ground-level areas.

Motion by Baron to Adopt Resolution 2025-076, with the following modifications (underlined):

Section 1. Parking, A, iii and subsection B.iii, should read “The project applicant has not sufficiently demonstrated that the parking lifts can be operated safely in the context of where it is installed and will be readily available and used by the tenants of the building”; and
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Section 2. Landscaping should read: “City Municipal Code Section 17.34.080.A.1 requires a minimum of 50 percent of the required open space on each site shall be landscaped. The City Council finds that the Project does not comply with the City landscaping requirements in City Municipal Code Section 17.34.080.A.1, or the intent of those landscaping requirements, because the Project’s landscaping on the roof should not be included in the calculation of the 50% landscaping requirement because this landscaping is not in the required open space and would not be visually accessible and, without the inclusion of the landscaping proposed for the roof, the Project will have less than 50% of required open space landscaped.

Motion seconded by Councilmember Buder, and approved 3-0-0-2 by the following roll call vote:

AYES: Councilmembers Baron, Buder, and Dramov
NOES: None
ABSENT: None
ABSTAIN: None

ADJOURNMENT
Council adjourned at 6:39 p.m.

ATTEST:
_____________________________
Nova Romero, MMC, City Clerk
APPROVED:
_____________________________
Jeff Baron, Councilmember presiding over the
Appeal Hearing
ATTACHMENT 2 Page 6 of 6

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL

REGULAR MEETING MINUTES
Tuesday, September 9, 2025

CALL TO ORDER AND ROLL CALL
Mayor Byrne called the meeting to order in the Council Chambers at 4:30 p.m.

Roll call: Councilmembers Jeff Baron, Hans Buder, Alissandra Dramov, Mayor Pro Tem Delves, and Mayor Dale Byrne were present.

PLEDGE OF ALLEGIANCE
Assistant City Administrator Brandon Swanson led the pledge of allegiance.

EXTRAORDINARY BUSINESS
A. Carmel High School Report Out - None
B. Childhood Cancer Awareness Month Proclamation - Councilmember Dramov read the proclamation and presented it to Kathryn Vakili, Jacob’s Heart representative.

C. Carmel Woman's Club Proclamation - Mayor Byrne read the proclamation and presented it to Tina DeMaria, President of the Woman’s Club, as well as other members and past presidents of the club.

D. Volunteer Spotlight - Carmel Woman's Club - Tina Demaria recognized the Carmel Woman's Club (CWC) as the City's oldest non-profit organization, established in 1925. She announced that the CWC is commemorating 100 years of philanthropy and fellowship, dedicated to charitable giving, mutual support, intellectual growth, social enjoyment, and community welfare.

PUBLIC APPEARANCES
Karen Ferlito
Maria Ruess
Ross Pounds

ANNOUNCEMENTS
City Administrator Announcements - Assistant City Administrator Swanson reported that the City will be announcing a new interim Library and Community
City Attorney Announcements - none
ATTACHMENT 3

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Councilmember Announcements -
Councilmember Buder reported that the Affordable Housing Alternatives (AHA) Group plans to present a Housing Element Amendment to the Planning Commission in October, aiming for Council approval and state submission by year-end. He is collaborating with the Fire Preparedness Ad Hoc, Monterey Fire Department, and Public Works to develop fire mitigation and prevention strategies for the city and its residents and prioritizing those strategies. He said significant progress is being made on planning and cost estimates for these measures.

Mayor Pro Tem Delves commended the Forestry Department for their prompt response in clearing a hazardous tree limb on Ocean Avenue, while also resolving another nearby tree issue in the process. He also said that the Mayor and he met today and discussed a goal of completing or nearly completing several Council priority items before the end of the year, such as the Housing Element Amendment, Design Traditions 1.5 Update, ADU Ordinance, Street Addresses direction, Pickleball policy, and the Ambulance contract.

Councilmember Dramov thanked Ashlee Wright, former Library and Community Activities Commission Director, for her service and commitment, wishing her luck in her new role. She also thanked City Staff, especially Police, Public Works, and Community Activities, for their excellent work during a busy car week.

Mayor Byrne announced Carmel-by-the-Sea received the Governor's "Clean California Community" designation for its commitment to reducing litter, improving public spaces, and fostering community pride. He thanked residents and local organizations for their dedication. He also announced that the Harrison Memorial Library Renovation Project is off to a great start.

ITEMS CONTINUED FROM THE SEPTEMBER 8, 2025 MEETING
Item 6 - Resolution 2025-075 designating the 2025 Holiday Closure from December 24, 2025, through January 2, 2026
Mayor Pro Tem Delves pulled this item from consent to ask for clarification if it’s mandatory for staff has to use their vacation time during the closure period or if it is optional. Mr. Swanson confirmed it is optional, and staff can request to work on projects during the closure with department head approval instead of using vacation time.

Motion by Mayor Pro Tem to adopt Resolution 2025-075, designating the 2025 Holiday seconded by Councilmember Dramov, and approved 5-0-0-0 by the following roll call vote:

AYES: Councilmembers Baron, Buder, Delves, Dramov, and Mayor Byrne NOES: None
ABSENT: None
ABSTAIN: None
ATTACHMENT 3

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ORDERS OF BUSINESS
Item 1 - Resolution 2025-079 authorizing the City Administrator to enter into a contract with the City of Monterey for the Monterey Fire Department to provide fire and ambulance services to the City of Carmel-by-the-Sea
Assistant City Administrator Swanson highlighted challenges with Carmel's ambulance service, including rising costs, staffing shortages, and increased demand. He said that the Fire Ambulance ad hoc committee recommends entering into a 5-year contract with the City of Monterey for integrated ambulance and fire services, citing improved response times, enhanced training, and potential cost savings. Fire Chief Miller noted that county ambulance rates will increase by 40% on January 1, which Carmel Ambulance will adopt. Discussions with American Medical Response aim to secure compensation for Carmel's ambulance services outside city limits, generating revenue to offset operational costs. Council expressed their support for Fire Chief Miller’s work on this and looks forward to the continued partnership for Fire and Ambulance Services.

Public Comment:

Ken White
Nancy Twomey
Motion by Mayor Pro Tem Delves to adopt Resolution 2025-079 to enter into a contract with the City of Monterey for Fire Department to provide fire and ambulance services to Carmelby-the-Sea, seconded by Councilmember Dramov, and approved 5-0-0-0 by the following roll call vote:

AYES: Councilmembers Baron, Buder, Delves, Dramov, and Mayor Byrne NOES: None
ABSENT: None
ABSTAIN: None
Item 2 - Resolution 2025-077 authorizing the City Administrator to execute a Construction Contract with Coastal Paving & Excavating Inc. for the Base Bid plus Bid Additives 1 and 2, and a 20% contingency, in the total amount of $2,778,378, for the Conglomerate Paving Project FY 24- 25
Project Manager Javier Hernandez detailed the Conglomerate Paving Project and competitive bidding results. He explained repaving is for deep asphalt repair, while microresurfacing is for minor repairs to extend lifespan. Mayor Pro Tem Delves asked about funds for paving near the Sunset Center on San Carlos, which Hernandez said would be added to the paving project if feasible. Council supported using all funding, including contingency, to pave as many streets as possible.

ATTACHMENT 3

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Public comment:

Karen Ferlito
Kevin Ruess
Motion by Councilmember Dramov to adopt Resolution 2025-077 to execute a contract with Coastal Paving and Excavating Inc. for the Base Bid plus Bid Additives 1 & 2, with a 20% contingency, for a total amount of $2,778,378 for the Conglomerate Paving Project FY 24- 25, seconded by Mayor Pro Tem Delves and approved 5-0-0-0 by the following roll call vote:

AYES: Councilmembers Baron, Buder, Delves, Dramov, and Mayor Byrne NOES: None
ABSENT: None
ABSTAIN: None
Item 3 - Resolution 2025-078 Approving the Ad Hoc Committee's Recommended Reduced Square Footage for Police and Public Works Facilities and Approving Issuance of the Request for Proposals (RFP) for Architectural Services for the Police and Public Works Facilities Project and Authorizing Staff to Release the RFP to Qualified Architectural Firms Public Works Director Ken Wysocki gave a presentation on the Police and Public Works Building recommendations for an RFP. He requested Council approval to issue an RFP for an architectural and engineering firm to qualified firms. Mr. Wysocki answered Council questions on scope, timeline, and budget.

Public Comment:

Maria Ruess
Donna Jett
Council expressed support for the proposed RFP, and appreciated the inclusion of public engagement and the architect’s understanding of Carmel’s design standards and scale.

Motion by Councilmember Baron to adopt Resolution 2025-078 approving the reduced square footage for the Police and Public Works Facilities and approve the issuance of an RFP for Architectural services for the Police and Public Public Works Facilities to qualified architectural firms, seconded by Mayor Pro Tem Delves, and approved 5-0-0-0 by the following roll call vote:

AYES: Councilmembers Baron, Buder, Delves, Dramov, and Mayor Byrne NOES: None
ABSENT: None
ABSTAIN: None
RECESS
Council took a recess at 6:25 pm and returned at 6:55 pm.

ATTACHMENT 3

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Item 4 - Resolution 2025-080 authorizing the City Administrator to enter into a Professional Services Agreement (PSA) with Opticos Design, Inc., for a not-to-exceed fee of $180,000 to prepare objective design and development standards (ODDS) for accessory dwelling units, multifamily residential, and mixed-use residential - Not adopted, directed staff to revisit in October with amended contract
Principal Planner Marnie Waffle presented the Professional Services Agreement for an Objective Design and Development Standards consultant, highlighting the selection of Opticos Design Inc. as the vendor. She outlined the benefits of having clear and objective design guidelines, and summarized the project scope and outreach. Tony Perez from Opticos Design answered questions from Council.

Councilmember Buder voiced concerns that strong resident opinions could potentially impact the project's progress, and questioned whether $180K would be enough to cover the costs associated with early public engagement to bring the community on board.

Public comment:

Nancy Twomey
Kevin Ruess
Maria Ruess
Donna Jett
Councilmember Dramov expressed concern that past projects relying heavily on consultants led to community backlash and contentious processes. Councilmember Buder recommended forming a community committee with checkpoints during the process. Councilmember Baron and Mayor Pro Tem Delves expressed reservations about a community committee, citing concerns with prior committee processes, and preferred Council and staff oversight with later community input.

Mayor Pro Tem Delves supported moving forward, noting the project focuses on ADU, multifamily, and mixed-use design standards (not R-1 zones), which should reduce public concern. He favored offering 3–5 design style options to simplify the process. Councilmember Baron emphasized the need for the agreement to streamline ADU design and preferred making amendments now rather than adopting and revising later.

Assistant City Administrator Swanson noted the agreement could be amended and returned at the next meeting if Council desired. Mayor Byrne supported moving forward but after consulting with staff, agreed it would be better to return with an amended proposal.

Council directed staff to work with Opticos and return next month with a revised proposal including greater community engagement.

ATTACHMENT 3

Page 5 of 7 ends

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Item 5 - Resolution 2025-081 approving a revised Reasonable Accommodation policy and procedure (C11-01) to ensure individuals with disabilities have equal access to housing Principal Planner Waffle introduced the item, beginning with an overview of Senate Bill 520. She explained that the bill mandates a reasonable accommodation policy to help individuals with disabilities obtain and keep housing. She noted that the city's existing policy, last updated in 2011, needed revision. Ms. Waffle then summarized the proposed changes, which included addressing the subjectivity of a specific finding, redefining an aggrieved party, and other modifications designed to incorporate best practices, correct grammar, standardize formatting, and improve overall clarity.

Public comment:
none
Motion by Mayor Pro Tem Delves to adopt Resolution 2025-081 approving a revised Reasonable Accommodation Policy (C11-01), seconded by Councilmember Baron, and approved 5-0-0-0 by the following roll call vote:

AYES: Councilmembers Baron, Buder, Delves, Dramov, and Mayor Byrne NOES: None
ABSENT: None
ABSTAIN: None

FUTURE AGENDA ITEMS
None

CLOSED SESSION
Item 6 - CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT TO GOVERNMENT CODE SECTION 54956.8:

Property: Rio Park, East of Dolores Street and Lasuen Drive, Carmel-by-the-Sea (APN: 009-521- 002-000)
Agency negotiators: City Administrator, City Attorney
Negotiating parties: Carmel Area Wastewater District (CAWD) Under negotiation: Price and terms of lease
Mayor Byrne read the closed session title.

Public Comment: None

ADJOURNMENT
Council adjourned to closed session at 8:26 p.m.

ATTACHMENT 3

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Page 20 of 228 ends

APPROVED: ATTEST:
__________________________ _______________________________ Dale Byrne, Mayor Nova Romero, MMC, City Clerk
ATTACHMENT 3

Page 7 of 7 ends

Page 21 of 228 ends

Review and receive monthly reports.

BACKGROUND / SUMMARY:

This is a monthly series of reports:
• City Administrator Contract Log (None under $60K in August) • Community Planning and Building Department Reports
• Police, Fire, and Ambulance Reports
• Public Records Act Requests
• Public Works Department Reports
FISCAL IMPACT:

None for this action.

PRIOR CITY COUNCIL ACTION:

None for this action.

ATTACHMENTS:

1. Community Planning & Building Department Monthly Report - August 2025

2. Police, Fire, and Ambulance Reports - August 2025

Page 22 of 228 ends

3. Public Records Act Requests - August 2025

4. Public Works Director's Report - August 2025

Page 23 of 228 ends

CITY OF CARMEL-BY-THE-SEA
Monthly Report
Community Planning and Building Department
AUGUST 2025 – DEPARTMENT ACTIVITY REPORT
I. PLANNING PERMIT APPLICATIONS:

In August 2025, 26 planning permit applications were received.

II. BUSINESS LICENSE APPLICATIONS:

In August 2025, 4 business license applications were received.

III. BUILDING PERMIT APPLICATIONS:

In August 2025, 52 building permit applications were received.

IV. CODE COMPLIANCE CASES:

In August 2025, 35 new code compliance cases were created.

V. TRANSIENT RENTAL COMPLIANCE CASES:

In August 2025, 4 new transient rental compliance cases were created.

VI. ENCROACHMENT PERMIT APPLICATIONS:

In August 2025, 29 encroachment permit applications were received.

VII. TREE PERMIT APPLICATIONS:

In August 2025, 32 tree permit applications were received.

TO: Honorable Mayor and City Council Members
SUBMITTED BY: Shelby Gorman, Administrative Coordinator SUBMITTED ON: September 2, 2025
APPROVED BY: Anna Ginette, Director of Community Planning and Building ATTACHMENT 1

Page 24 of 228 ends

VIII. YEAR-TO-DATE TRENDS
Table 1 includes the following August 2025 totals:
• Planning Permit Applications
• Business License Applications
• Building Permit Applications
• Code Compliance Cases
• Transient Rental Cases
• Encroachment Permit Applications
• Tree Permit Applications
August 2025 totals are provided alongside August 2024 totalsfor comparison. Compared to the same time period in the year 2024, Table 1 denotes percentage changes in the year 2025.

Table 1
Permit Application Totals and YTD Percentage Changes

PLANNING BUSINESS

LICENSES BUILDING CODE COMPLIANCE

TRANSIENT
RENTAL

COMPLIANCE
ENCROACHMENTS
TREE

REMOVAL &

PRUNING
2024 YTD
Totals 270 42 394 117 12 172 252
2025 YTD
Totals 260 31 396 151 14 162 240
YTD %
Difference -3.70% - 26.19% +0.51% +29.06% +16.66% -5.81% -4.76% ATTACHMENT 1

Page 25 of 228 ends

Permit # Permit Type Permit Identifier Track Project Description Address/Location Date Received Date Approved Status 25260 Sign SI 25260 (Ashley Yeates
Collection)
New business sign San Carlos btw Ocean
& 7th
8/28/2025 Pending Assignment
25259 Preliminary
Site
Assessment
PSA 25259 (Fanger) Home Addition & Remodel 3069 Rio Rd Pending Assignment 25258 Sign SI 25258 (Malbon) Signage on front door of the store San Carlos Street 3 NE of 6th
Pending Assignment
25257 Variance VA 25257 (Munoz) Residential Remodel 4th Ave 3NE Monte Verde
Incomplete
Submission
25256 Historic
Evaluation
HE 25256 (Roy) Tear off the existing tar & gravel and
install 2 layers of underlayment. Install
14 squares of new tar & gravel roof in
the color "Natural Grey".

Torres 8 SW of 10th 8/25/2025 In Review
25255 Historic
Evaluation
HE 25255 (All Saints
Parish)
Replace wood shake shingles with
synthetic composition shingles that
emulate the current wood shakes. They
will be uniform width, the same as the
current shingles, and will be Class A fire
resistant, Class 4 impact resistant, and
high wind resistant
SW Corner Dolores &
9th
8/21/2025 In Review
25254 Design Study DS 25254 (Sosna) One The project consists of the repair of the existing approximately 175 sq ft west
facing deck at the upper floor level. The
project requires removal of the tile
surface, plywood underlayment & the
stucco under the deck. New spaced deck
boards will replace the existing surface.

Deck joist hangers will be replaced as
needed. A 2x4 redwood board will be
attached to the existing 2x6 top rail to
make the deck surface to top rail rail
height the required 42". The existing
dining room French doors will be
replaced with a 5'-10"x4'-10" picture
window to match the existing. A deck
flashing will be added where the deck
meets the walls and will require stucco
patching to match the existing.

Santa /fe St. 3 NE of
6th Ave
8/26/2025 In Review
Planning Permit Report
08/01/2025 - 08/31/2025
Page: 1 of 5
ATTACHMENT 1

Page 26 of 228 ends

25253 Historic
Evaluation
HE 25253 (Levett
Properties)
One Applying for a Phase 1 Intensive review
per plan check comments received on
BP 250286. The project is Replacing
Railings in kind on all balconies for CA
SB721 compliance and replacing a rotted
header at car pass through
SW Corner of Lincoln &
7th
8/20/2025 In Review
25252 Design Study DS 25252 (Fanger) Two 300 sqf addition to fully detached sfd and kitchen remodel and stair case
3069 Rio Rd Incomplete
Submission
25251 Design Study DS 25251 (Gallacher) 100 ft Fence rebuid, 15 ft is at the front of the property
Monte Verde 5 SW of
5th Carmel
Incomplete
Submission
25250 Sign SI 25250 (VIN by the Sea) Business Sign Dolores 2 NW of 6th 8/27/2025 Approved 25249 Preliminary
Site
Assessment
PSA 25249 (Dale) Demolition of existing 1,168 SF house.

New house and detached carport.

San Carlos Street 2 NW
11th Street
8/22/2025 In Review
25248 Design Study DS 25248 (Ward) One to repaint house. Painted a lighter blue color with white trim. Doors painted a
light navy blue.
to repair rotten deck boards and misc PT
blocking. Install new trex deck boards
and change guard rail to trex
composition white posts, rails, and
balusters
Lincoln St 4 SE of 12th 8/21/2025 In Review
25247 Design Study DS 25247 (Goodhue) Streamlined Tear of existing wood shake roof & install new underlayment on entire roof
deck. Install 20 squares of Sheffield 16"
wide standing seam metal roof in the
color "Vintage". If "Vintage" is not
approved, we would like to propose a
"Medium Bronze" or "Dark Bronze" color.

Lincoln 3 SE of 13th 8/21/2025 In Review
25246 Historic
Evaluation
HE 25246 (Zucchino) Determination of historic status SW Corner Camino Real & 4th
8/19/2025 In Review
Page: 2 of 5
ATTACHMENT 1

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25245 Temporary
Use Permit
TUP 25245 (Alex
Shchebet)
1) This temporary event approval of the
Mother Clay Art Show is for Saturday,
August 16, 2025, from 5:00 p.m. to 9:00
p.m.
2) Attendance is by invitation only and
limited to a maximum of 75 people.
3) This temporary event approval
includes serving light beverages (juice,
soft drinks and wine) to attendees with
live music by a cellist, guitarist or
soundtracks from a speaker.
4) Music shall not be audible outside of
the courtyard to the extent that it
disturbs occupants of adjacent
properties.
5) At no time shall the courtyard space
exceed its posted occupancy.
a Rambla, Lincoln 2
SW of Ocean
8/13/2025 8/14/2025 Approved
25244 Design Study DS 25244 (Del Santo) One REMODEL OF AN (E) TWO STORY

SINGLE FAMILY HOUSE WITH
ATTACHED GARAGE. REPLACE (E)
ASPHALT SHINGLE ROOF WITH NEW.

REPLACE (E) ALUM. WINDOWS &
DOORS WITH NEW ALUM. CLAD
WINDOWS & DOORS. REPAINT (E)
STUCCO SIDING. ADD NEW STONE
VENEER. INSTALL (3) NEW SKYLIGHTS.

REMODEL (E) DECK - REPLACE GLASS

RAILING WITH NEW, INSTALL NEW
TILE FLOORING.

NWC Casanova and 8th Incomplete
Submission
25243 Preliminary
Site
Assessment
PSA 25243 (Carmel Seas
the Day LLC)
PSA for ADU Lobos Street 4 NE 3rd
Avenue
Incomplete
Submission
25242 Historic
Evaluation
HE 25242 (French) Request removal from Historic List Torres 4 NW of 8th 8/11/2025 In Review 25241 Design Study DS 25241 (Palco Land &
Re Group LLC)
Design Study application for SFD
remodel and garage pivot
San Antonio 5 NE of
4th
Incomplete
Submission
25240 Design Study DS 25240 (Ramos) One Original synthetic shake roof replaced with new synthetic shake roof. Fireplace
structure rebuilt to existing code.

Interior and exterior veneer stone
reused as possible. Partial replacement
of existing windows/doors with like to
like.

NE Corner of 12th and
San Antonio
8/11/2025 In Review
Page: 3 of 5
ATTACHMENT 1

Page 28 of 228 ends

25239 Design Study DS 25239 (Moore) One SCOPE OF WORK: · UNDERGROUND

ELECTRICAL LATERAL, UPGRADE

ELECTRICAL PANEL & ELECTRICAL
THROUGHOUT · UPGRADE PLUMBING
THROUGHOUT, (N) WASTE LINE @
HOUSE · KITCHEN & BATHROOM
REMODEL · CEILING VAULTING · DOOR
& WINDOW REPLACEMENTS W/
ALTERATIONS · (N) FURNACE · RE
ROOF, DEMO CHIMNEY · FIRE

SUPPRESSION SYSTEM SPRINKLER

DEFERRED SUBMITTAL ADD ANCHOR

BOLTS WHERE REQ'D BY STRUCTURAL

ENGINEER
4TH ST., 2NE OF
TORRES
Incomplete
Submission
25238 Sign SI 25238 (Jeremy Carter
Agency)
Business sign Mission 2 NE of 5th Incomplete
Submission
25237 Temporary
Use Permit
TUP 25237 (Barmel) 1) This temporary event approval is for Friday, August 15, 2025 and Saturday,
August 16, 2025, and allows the
restaurant to remain open until 1:00
a.m. with the last guest seated at 12:00
a.m.
2) This approval does not include any
live music.
3) Private on-site security shall remain
on-site until all guests have left the
property.
4) This approval does not include
service, dining or consuming alcoholic
drinks within the courtyard area.
5) At no time shall Barmel Supper Club
exceed its posted building occupancy.
6) If at any time there is a security
issue, Barmel Supper Club will close
immediately.

San Carlos & 7th 8/5/2025 8/14/2025 Approved
25236 Design Review New exterior paint 24735 Dolores Street 8/2/2025 Closed Page: 4 of 5
ATTACHMENT 1

Page 29 of 228 ends

25235 Design Study DS 25235 (P&T 2024 LLC) One Revision to DS 25807 and building permit 250172: Change Hip and Gable
garage roof previously approved with a
Spanish tile roof to a flat roof with gable
front parapet and TPO membrane roof
with ballast.

Lincoln 5 NE of 13th 8/27/2025 In Review
Total Records: 26 9/2/2025
Page: 5 of 5
ATTACHMENT 1

Page 30 of 228 ends

Entity # Application
Type
Business Name Business Description Location Date
Received
Date
Approved
Status
25037 New Business Coastal Carmel Transportation Services 7th Ave 2 NW of Lincoln 8/29/2025 In Review 25036 New Business Domaine Messier Wine shop/retail sales of wine E/S Dolores between Ocean & 7th
8/29/2025 In Review
25035 Business Name
Change
Live off the Bench Personal Training, Foundation
Training, and SPRT Therapy
Lincoln 3 SE of Ocean 8/27/2025 In Review
25034 Location Change Brad's Barkery, LLC Dog & pet supplies; Retail NAICS 453910; Dog grooming
(no boarding) NAICS 812910
Mission & 7th 8/6/2025 8/13/2025 Approved
9/2/2025
Business License Report
Total Records: 4
08/01/2025 - 08/31/2025
Page: 1 of 1
ATTACHMENT 1

Page 31 of 228 ends

Permit # Date
Submitted
Date
Approved
Project Description Valuation Permit Type Property Location 250396 Section 6409(a) modification to an existing cell site. 15,000 Building Southwest Corner of Torres St & 5th Avenue
250395 8/29/2025 8/29/2025 Repaint front of building existing color 0 Exempt Work Dolores 3 SE 7th 250394 8/27/2025 Remove existing wall furnace and install forced air heater in the attic. Replace existing convention water
heater with on-demand heater. Replace shower with
shower over tub. Replace existing wood burning
fireplace with gas log unit. Minor roof repairs per
home inspection report.
15,000 Building Mission 2 SE of 9th
250393 8/27/2025 Interior remodel of existing house. Demolish closets and build new master bathroom with closets. Modify
existing powder roof and laundry - electrical and
plumbing. No changes to existing site improvements.
90,000 Building Sterling Way 2 SE of Perry
Newberry
250392 8/27/2025 Re-Roof 11,000 Roofing Carpenter 2 NW of 1st 250391 8/25/2025 Replace existing full-height kitchen window with french doors, addition of three new skylights, and
addition of a glass panel wind break to the lower level patio wall.
30,000 Building Scenic 4 SE of 8th
250390 8/22/2025 Conversion of (e) guest house into an ADU. Replace water fixtures to improve water usage and allow for a
full kitchen.
2,500 Building SW Corner of San Carlos &
Vista
250389 8/22/2025 8/22/2025 Tear off (e) tar & gravel roof and install new underlayment. Install 16 squares of new tar & gravel
roof in the color "Natural Gray" to match existing.
37,022 Roofing Lobos 5 NE of 2nd
250388 8/22/2025 8/22/2025 Install landmark TL shingles color is "Shenandoah". 26,500 Roofing Mission 2 NW of 11th 250387 8/21/2025 8/21/2025 Replace main trunk of gas line-see drawing attached 10,557 Plumbing Scenic 8 SE of 8th 250386 8/21/2025 8/21/2025 Sand & refinish floors, install carpet in a bedroom and paint interior.
0 Exempt Work 8th 2 SE of Forest
250385 8/21/2025 Tear off (e) tar and gravel roof and install new underlayment. Install 14 squares of new Malarkey
Legacy comp shingle in the color "Weathered Wood".
31,544 Roofing Torres 8 SW of 10th
250384 8/20/2025 8/26/2025 Tear off (e) flat section over roof over front door and replace in-kind with new cap sheet in color "White".
9,380 Roofing SE Corner of Ocean & San
Carlos
250383 8/20/2025 8/22/2025 Install two Enphase batteries and one Enphase IQ combiner / 14.16 kW / 20.0 kWh
36,000 Electrical Guadalupe 2 NE of 1st
Building Permit Report
08/01/2025 - 08/31/2025
Page: 1 of 4
ATTACHMENT 1

Page 32 of 228 ends

250382 8/20/2025 Installation of exterior fire sprinkler system 0 Exempt Work Ocean Ave 2 SW of Camino Real
250381 8/20/2025 Interior remodel of two bathrooms and replacement of associated plumbing piping and fixtures. No increase
in water credits authorized.
7,000 Building Lincoln 3 NW of 11th
250380 8/19/2025 8/19/2025 Remove tile floors and replace with new engineered wood flooring. Remove stone countertops and replace
with new stone countertops. Remove and replace
carpeting. Remove and replace cabinet doors and
drawers in kitchen. Interior paint throughout.
0 Exempt Work Dolores 4 NE of 8th
250379 8/19/2025 Remove and replace termite damaged post. Install new deck beam and blocking between joists.
12,000 Building NW Corner of Junipero & 4th
250378 8/18/2025 8/21/2025 Replace 55' of 3/4" copper water line from meter to bathroom.
5,600 Plumbing SE Corner of Dolores & 5th
250377 8/18/2025 to repaint house. Painted a lighter blue color with white trim. Doors painted a light navy blue.

To repair rotten deck boards and misc PT blocking.

Install new trex deck boards and change guard rail to
trex composition white posts, rails, and balusters
0 Exempt Work Lincoln 4 SE of 12th
250376 8/18/2025 8/22/2025 New exterior paint including trim in approved colors "Vanillin" and "Rain Cloud"
0 Exempt Work SW Corner of Mountainview
& Crespi
250375 8/18/2025 Installation of new gas fire pit in courtyard. 5,000 Building SE Corner of Torres & 5th 250374 8/15/2025 8/15/2025 Tear off comp shingle roof & cap sheet roof on flat roof. Install 20 squares of new CertainTeed Landmark
TL roof in color "Shehandoah" and 10 squares of cap
sheet to match the composition shingles color.
37,930 Roofing Camino Real 3 SE of 7th
250373 8/15/2025 Replace (e) attached aluminum greenhouse with new wood solarium. Remodel of two bathrooms.
90,000 Building Junipero 5 SE of 8th
250372 8/15/2025 MODIFY PARKING SPACE TO MATCH ADJACENT PAVER STONE DRIVEWAY. INSTALL CURB ON TWO

SIDES TO MATCH REAL CARMEL STONE LANDSCAPE
WALL. INSTALL NEW HOT ASPHALT TO TIE INTO
STREET CURB AND DIRECT STORM WATER RUN-OFF.

INSTALL DECORATIVE STONE COVERING AT
EXISTING DRAIN OUTLET. DO NOT OBSTRUCT
DRAIN.
12,000 Building 10th 2 NW of DOLORES
STREET
250371 8/14/2025 8/18/2025 Tear off existing roof and install CertainTeed Presidential TL roof in color Aged Bark.
26,700 Roofing 8th 2 NE of Forest
250370 8/14/2025 8/28/2025 Installation of stone chimney veneer. 1,500 Building NE Corner of Dolores & 2nd Page: 2 of 4
ATTACHMENT 1

Page 33 of 228 ends

250369 8/14/2025 8/18/2025 Remodel of guest and main bathroom in residence. 80,000 Building Dolores 4 SW of 12th 250368 8/13/2025 8/20/2025 Replace existing south fence, 50 LF, like for like of nonconforming fence. Fence ranges between 6' and 7' and shall be replaced in like kind and style.
5,000 Exempt Work SE Corner of Torres & 5th
250367 8/13/2025 Interior renovation of existing kitchen and bathrooms.

Remove existing roof and install new composition GAF
Timberline HDZ roof in color "Sagewood". Repair
existing wood shingle siding and paint. Repair existing entry wood deck and stairs, replace railings. Replace
existing black aluminum frame windows with new
windows to match. Replace damaged skylight at
bathroom two. Install new skylight at primary
bathroom. Install new flooring throughout.
100,000 Building Santa Fe 2 NE of 5th
250366 8/13/2025 Remodel existing house and convert garage to JADU. 175,000 Building San Carlos 3 SW of Vista 250365 8/13/2025 8/22/2025 Remodel of (e) 55sf half bathroom to become full bathroom in the same footprint.
25,000 Building Lobos 3 SW of Third
250364 Addition of new outdoor spa, new fire suppression equipment room, revised driveway material, revised
site coverage calculations.
8,000 BP Revision Dolores Street, 3 SE of 3rd
Avenue, Carmel CA
250363 8/13/2025 Kitchen renovation of existing one-story SFR.

Renovation includes opening one wall from kitchen
into living room / dining room and installing a
breakfast bar countertop.
5,000 Building Lobos 4 NE of 3rd
250362 8/12/2025 8/12/2025 Repair/replace electrical service riser damaged by vehicle.
1,000 Electrical Mission 3 SW of Alta
250361 8/11/2025 8/21/2025 Tear off existing wood shake roof and install new underlayment. Install 26 squares of new DaVinci Cool
Roof Multi Width synthetic slate in the color "Castle
Gray".
158,837 Roofing Monte Verde 4 SE of 10th
250360 8/11/2025 Replacement of an existing retaining wall located on slope north side of property.
135,000 Building Mission 2 NW of 2nd
250359 8/11/2025 8/11/2025 Replace main service panel, upgrade from 100amp to 200amp.
2,400 Electrical 2nd 3 SE of Carpenter
250358 8/11/2025 8/11/2025 Remove 19 gallon electric water heater and replace with Bradford White BRE120U61NCW - exact
specifications as existing heater.
2,000 Plumbing Ocean 2 NE of Lincoln
250357 8/8/2025 8/11/2025 Re-roof: Remove existing wood shake and replace with "Class A" CertainTeed Landmark TL. Color:

Shenandoah - Brown
28,670 Roofing Monte Verde 4 SW of 4th
250356 8/8/2025 DEMOLISH SHOWER IN SECOND BATHROOM AND

REPLACE WITH LARGER SHOWER
30,000 Building 10th 2 NW OF DOLORES
STREET
Page: 3 of 4
ATTACHMENT 1

Page 34 of 228 ends

250355 8/7/2025 Prep work for residential elevator install. Framing and Electrical.
44,265 Building Guadalupe 3 SW of 2nd
250354 8/7/2025 Prior side private property fence was replaced due to failure and collapse of old fence. Replaced wood
fence. Fence height in total is 4 feet 5 inches
0 Exempt Work
250353 8/6/2025 8/6/2025 Replacement of wood fence with new wood fence in the side yard not in the front setback
0 Exempt Work Santa Fe 6 SW Ocean
250352 8/4/2025 Stucco repair, waterproofing, window replacement 4,500 Building Guadalupe St 4 SE 5th Ave 250351 0
250350 8/4/2025 Stucco repair, waterproofing, window replacement 4,500 Building Guadalupe St 4 SE 5th Ave 250349 8/4/2025 8/4/2025 REPLACE OLD BOILER WITH A NEW ONE 11,486 Plumbing MONTE VERDE 5 NE OF 4TH 250348 8/4/2025 8/6/2025 R&R FAU with Bryant 926TC48080 FAU like for like 8,605 Mechanical 8th 2 NE of Casanova 250347 8/4/2025 8/4/2025 Meter panel exchange with newer grade meter box. 3,500 Electrical Lincoln St 2 NE of 8th 250346 8/1/2025 8/15/2025 Painting the property in approved colors "Vanillin" and "Rain Cloud"
0 Exempt Work SE corner of Dolores and 8th
250345 8/1/2025 8/1/2025 Tear off existing tar & gravel roof and install new underlayment. Install 17 squares of new Class A
Sheffield Metal 16" standing seam roof in the color
"Sierra Tan".
48,980 Roofing Santa Rita 2 NE of 3rd
Total Records: 52
9/2/2025
Page: 4 of 4
ATTACHMENT 1

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Case # Case Date Status Location Problem Description Date Received
Date Closed
25215 8/29/2025 Open NW Corner San Carlos & Ocean A-Frame sign in public right-of-way 8/28/2025 25214 8/29/2025 Open Mission 2 NW of 6th TV with rotating photos located in display window.
8/28/2025
25213 8/28/2025 Closed 8th 2 SW of Mountain View Signs in the public right-of-way 8/28/2025 8/29/2025 25212 8/27/2025 1st NOV sent SW corner of San Carlos and 8th Transient rental 8/27/2025 25211 8/26/2025 Potential STR
identified
Mission 3 SE of 9th Transient rental 8/26/2025
25210 8/26/2025 Open Mission 3 NE of 10th Cones in public right-of-way 8/26/2025 25209 8/25/2025 Open Mission 4 NE of 10th Sign and cones controlling the public right-ofway8/25/2025 25208 8/25/2025 Closed SW corner of Lincoln and 10th Portable toilet in public view 8/25/2025 8/27/2025 25207 8/20/2025 Closed Overflowing trash receptacles in walkway 8/19/2025 25206 8/27/2025 Closed SW Corner of Mountain View &
Crespi
Working outside of approved construction
hours.
8/27/2025 8/27/2025
25205 8/26/2025 Open San Antonio 2 NW of 7th Possible transient rental 8/21/2025 25204 8/28/2025 Open San Carlos 2 NE of 7th Unpermitted, plastic ice cream cone mounted to the building
8/28/2025
25203 8/21/2025 Closed NE corner of Monte Verde and 7th Sewage overflow onto public sidewalk 8/20/2025 8/22/2025 25202 8/20/2025 Closed Ocean SE of Monte Verde Aggressive soliciting 8/19/2025 8/21/2025 25201 8/19/2025 Open Dolores 4 NE of 8th Exterior alterations without a permit 8/19/2025 25200 8/19/2025 Closed San Carlos 2 NW of 8th Illegal discharge of water into storm drains. 8/19/2025 25199 8/19/2025 Closed Casanova 2 NW of 13th 8/19/2025
25198 8/18/2025 Open Dolores 3 SW of 2nd Large planter pots in the public right-of-way 8/18/2025 25197 8/18/2025 Closed SW Corner of Dolores and 2nd "Resident Parking Only" sign adjacent to public right-of-way
8/15/2025 8/28/2025
25196 8/18/2025 Closed Mission 2 SW of Ocean Unpermitted exterior banner sign 8/15/2025 8/18/2025 25195 8/18/2025 Open Monte Verde 5 SW of 5th Fence construction without permit 8/18/2025 25194 8/15/2025 Open SW Corner of Ocean & Mission Overflowing trash bins 8/15/2025 Code Compliance Report
08/01/2025 - 08/31/2025
Page: 1 of 2
ATTACHMENT 1

Page 36 of 228 ends

25193 8/14/2025 Open SW Corner of Ocean & Mission Operating without a business license; failure to provide a bathroom to customers.
8/14/2025
25192 8/12/2025 Open SW corner of Junipero and 9th Trash enclosure without a permit 8/12/2025 25191 8/14/2025 Open Dolores NE of 6th Operating business without a license and Use Permit
8/14/2025
25190 8/14/2025 Closed NE Corner of Monte Verde & 10th Cone in public right-of-way 8/14/2025 8/18/2025 25189 8/14/2025 Closed Mission NW of 8th Cones in public right-of-way 8/14/2025 8/14/2025 25188 8/4/2025 Closed 7th NE of Dolores Water discharge into sidewalk and street 8/4/2025 8/4/2025 25187 8/14/2025 Closed Dolores NE of 6th Overflowing trash cans in walkway 8/13/2025 8/15/2025 25186 8/12/2025 Closed NW Corner of San Carlos & 6th Merchandise table in the public right-of-way 8/12/2025 8/13/2025 25185 8/12/2025 Open NEC Santa Fe & 5th Overgrown vegetation; unsightly waste and debris visible from public right-of-way
8/11/2025
25184 8/12/2025 1st NOV sent NWC of Santa Rita and 4th Short-term rental 8/12/2025 25183 8/8/2025 Open SW Corner of Mountain View &
Crespi
Painting exterior of house without planning
approval; possible short term rental.
8/8/2025
25182 8/7/2025 Closed San Carlos 2 SW of 4th Loud noises; constant use of power tools 8/5/2025 8/8/2025 25181 8/1/2025 Open Guadalupe 4 SE of 5th Construction without a permit 8/1/2025 Total Records: 35 9/2/2025
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Case # Street Status Date
Received
Last Status
Date
Date Closed
25212 San Carlos 1st NOV sent 8/27/2025 8/27/2025
25211 Mission Potential STR identified 8/26/2025 8/26/2025 25205 San Antonio Potential STR identified 8/21/2025 9/9/2025 25184 Santa Rita 1st NOV sent 8/12/2025 8/12/2025
25176 13th Potential STR identified 7/14/2025 8/14/2025 25175 Torres Fines administered 7/10/2025 8/14/2025
25163 2nd Closed 6/13/2025 8/15/2025 8/15/2025
25094 Forest Closed 4/9/2025 4/15/2025 4/15/2025
25067 Junipero Closed 3/28/2025 4/9/2025 4/9/2025
25065 Torres Closed 3/26/2025 5/26/2025 5/26/2025
25063 Torres Closed 3/24/2025 4/7/2025 4/7/2025
25016 Casanova Closed 1/21/2025 3/3/2025 3/3/2025
25014 Lobos Closed 1/16/2025 2/17/2025 2/17/2025
25006 San Antonio Closed 1/6/2025 4/11/2025 4/11/2025
Transient Rental Report
01/01/2025 - 08/31/2025
Total Records: 14 9/11/2025
Page: 1 of 1
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Permit # Permit Type Date
Submitted
Project Description Property Location Date Issued Status 250200 Temp Ench 8/29/2025 Replace sewer lateral using pipe bursting. Santa Rita 4 SW of Ocean In Review 250199 Temp Ench 8/29/2025 Trim one tree making contact with power facilities. PM# 8210320.
8th Ave In Review
250198 Temp Ench 8/29/2025 Trim one tree making contact with power facilities. PM# 8210320.
2922 Santa Lucia 9/2/2025 Issued
250197 Temp Ench 8/29/2025 Trim four trees that are making contact with power facilities. PM# 8210320.

Four locations throughout
City
In Review
250196 Temp Ench 8/28/2025 Excavate a 4'x3' & a 3'x3' pit to repair water leak damages.

Santa Rita 144' N of 6th In Review
250195 Temp Ench 8/28/2025 Excavate a 4'x3' pit to repair water leak damages.

Lincoln 207' N of 10th In Review
250194 Temp Ench 8/28/2025 Excavate a 15'x3' pit to repair water leak damages.

Camino Real 116' N of 11th In Review
250193 Temp Ench 8/28/2025 Excavate a 5'x5' pit to repair water leak damages.
6th 102' E of San Carlos In Review
250192 Temp Ench 8/28/2025 Excavate a 21'x4' pit to repair water leak damages.

Dolores 260' S of 2nd In Review
250191 Temp Ench 8/28/2025 Excavate a 28'x2' pit to repair water leak damages.

Ocean 144' W of Scenic In Review
250190 Temp Ench 8/28/2025 Excavate a 21'x4' pit to repair water leak damages.

San Antonio 236' S of 9th In Review
250189 Temp Ench 8/28/2025 Excavate a 3'x3' and 5'x10' put to repair water leak.

Carmelo 86's N of 12th Ave In Review
250188 Temp Ench 8/28/2025 Construction of new SFR and ADU. Posting of No Parking signs in the two parking
stalls in front of the vacant lot being built
on. Encroachment is for access only, no
storage of materials in the ROW.

Mission 3 NE of 10th In Review
Encroachment Permit Report
08/01/2025 - 08/31/2025
Page: 1 of 3
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250187 Temp Ench 8/26/2025 Remove waste trap and install new lateral installation for ADU.

SW Corner of Torres & 8th 8/27/2025 Issued
250186 Temp Ench 8/21/2025 PG&E to replace pole, overhead transformer, and secondary box. Install
underground service. PM# 35545444.

Carmelo 2 NW of 12th 8/21/2025 Issued
250185 Temp Ench 8/19/2025 Trench 2' from water meter to building, drill through exterior wall and install new 3/4
copper line inside suite.

SE Corner of Dolores & 5th 8/20/2025 Issued
250184 Temp Ench 8/18/2025 Closure of shoulder to access SB #341 & SB #343. AT&T job #A05AL16.

SE Corner of Ocean & San
Carlos
8/18/2025 Issued
250183 Temp Ench 8/13/2025 Applicant to trench, backfill, & install electric substructures. PG&E to install
underground service. PM# 35634358.

Santa Fe 3 NW of 6th 8/14/2025 Issued
250182 Temp Ench 8/13/2025 Replace 50' of sewer lateral from house to wye at the City main. Dig bell hole and
expose pipe, backfill.

Santa Rita 6 SE of Ocean 8/13/2025 Issued
250181 Temp Ench 8/12/2025 Trenching in the street for a new gas line from the house to the main in the street.

Santa Fe 4 NW of 6th 8/13/2025 Issued
250180 Temp Ench 8/12/2025 Replacement of sewer lateral using pipe bursting.

Lincoln 3 NE of 12th 8/13/2025 Issued
250179 Temp Ench 8/12/2025 Replace sewer lateral using pipe bursting. SE Corner of Guadalupe & 1st
8/13/2025 Issued
250178 Temp Ench 8/11/2025 PG&E to replace crossarm, insulator, and visibility strip. PM# 31744925 & 31727127.

NE Corner of Casanova &
8th
8/12/2025 Issued
250177 Temp Ench 8/11/2025 PG&E to replace conductor. PM# 31744327. San Carlos 3 SE of 10th 8/12/2025 Issued 250176 Temp Ench 8/8/2025 Sewer lateral spot repair. Placement of excavation equipment in right of way.

Carpenter 2 NW of 5th 8/13/2025 Closed
250175 Temp Ench 8/12/2025 Replace sewer lateral using pipe bursting 24736 San Carlos St 8/13/2025 Issued 250174 Temp Ench 8/7/2025 Remove red bricks; dig down 8-10 inches; install 4 inch pipe from building to
curb/sidewalk; backfill relay bricks
San Carlos 3 NW 7th In Review
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250173 Temp Ench 8/5/2025 Public Works power washing various - see attached 8/7/2025 250172 Temp Ench 8/1/2025 Replace full sewer lateral from driveway to city main
Lincoln 3 NE of 13th Ave 8/12/2025 Issued
Total Records: 29 9/2/2025
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Permit # Permit Date Permit Type Location of Property Description Status Approved Date
25209 8/1/2025 1. Tree Evaluation Torres 2 NE of 4th 2- 20" DBH Coastal Live Oaks, 2- 30" DBH Monterey
pine
Approved 8/14/2025
25210 8/1/2025 2. Tree Removal/Pruning San Carlos 4 SE of Alta 1- 80 ft Monterey pine Approved 8/5/2025 25211 8/4/2025 2. Tree Removal/Pruning Lincoln 5 SE of 10th Removal: 1- 24" pine tree, 1- 6" Oak tree, 1- 8" oak tree
& 1- 12" oak tree
In Review
25212 8/5/2025 2. Tree Removal/Pruning SE Corner 7th and Camino Real, Carmel Ca 93923
Removal 1 Dead Oak Tree Approved 8/27/2025
25213 8/5/2025 2. Tree Removal/Pruning Ocean and Del Mar SE corner
Remove large ,dangerous
Eucalyptus trees
In Review
25214 8/5/2025 1. Tree Evaluation Santa Fe - 4 sw of 4th tree evaluation In Review 25215 8/6/2025 2. Tree Removal/Pruning Ocean 4 NE of Carpenter EVALUATION FOR REMOVAL: 1 Monterey pine
43" diameter 85' tall. 2 ea.

Acacia 1,6 diam. 8' tall,
multi trunk. only 1/3rd living
PRUNING: trim horizontal
limb (over 6") of oak @
Southeast corner
Approved 8/6/2025
25216 8/6/2025 2. Tree Removal/Pruning Santa Rita 3 NE of 3 2 60' redwood trees for removal
Approved 8/11/2025
25217 8/7/2025 1. Tree Evaluation Mission 3 SE of 10th One approximately fourstory pine tree Approved 8/22/2025
25218 8/8/2025 2. Tree Removal/Pruning SE Corner of Dolores and 8th
2 Pine trees In Review
Tree Permit Report
08/01/2025 - 08/31/2025
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25219 8/11/2025 2. Tree Removal/Pruning Carmelo 2 SE of Ocean 2 oaks 28" and 16" In Review 25220 8/13/2025 2. Tree Removal/Pruning 7th Ave. 2 SW of Casanova
100' Oak Approved 8/22/2025
25221 8/14/2025 2. Tree Removal/Pruning Camino Real 4 NE of Ocean
1- 21" Monterey pine; 1-
10" Oak
Approved 8/14/2025
25222 8/15/2025 2. Tree Removal/Pruning San Carlos 2 NE of 13th trim three oak trees away from home/structure. the
tree oaks belong to the
neighbor on 3rd NE
In Review
25223 8/16/2025 1. Tree Evaluation 9th Av 2SE Camino Real on 9th between Casanova
and Camino Real
Tree removal Approved 8/29/2025
25224 8/18/2025 2. Tree Removal/Pruning NE Corner of Torres and 5th
One Monterey pine Approved 8/28/2025
25225 8/19/2025 2. Tree Removal/Pruning San Carlos 7 NE of Santa Lucia
PRUNING: 2 branches
(dead)/ back of yard
REMOVAL: 1 Tree
Approved 8/20/2025
25226 8/19/2025 2. Tree Removal/Pruning Monte Verde Street 4SW of 3rd Avenue, Carmel-bythe-Sea, CA 93923
Construction of a new single
family residence and ADU,
which requires the removal
and pruning of trees on the
property and in the city
ROW.

In Review
25227 8/19/2025 2. Tree Removal/Pruning Camino Real 2nd SE of 4th, Carmel, CA 93921
Remove 2 oaks, prune 9
oaks
Approved 8/26/2025
25228 8/20/2025 1. Tree Evaluation Lincoln 4 NW Santa Lucia Evaluation for removal of two trees creating hazard
Approved 8/29/2025
25229 8/22/2025 2. Tree Removal/Pruning 1 Monte Verde SE 2nd Ave.

Pruning Approved 8/25/2025
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25230 8/22/2025 2. Tree Removal/Pruning Camino Real 3 NW of 10th PRUNING: Oak, remove 1 oak limb REMOVAL: 7"
Magnolia 10" Medrosidrus,
30" Incense Cedar
Approved 8/25/2025
25231 8/22/2025 1. Tree Evaluation Lincoln St. 3NE of 13th 1 sick pine tree, 20' Diameter
In Review
25232 8/26/2025 1. Tree Evaluation SE Corner of Perry
Newberry Way and
Escolle Way
1- 40" circumference live oak Approved 8/29/2025
25233 8/26/2025 2. Tree Removal/Pruning NW Corner of Guadalupe and 5th
EVALUATION: Emailed
Forester regarding 1 Med
Oak leaning on historic
fence and 2 dead city
parkway Pine trees
PRUNING: Qty 5 med-lrg
Oak trees, most limbs 4-6"
diameter to provide fire
safety zone over house. See
pics & site plan for details
REMOVAL: Qty 5 med-lrg
Oak trees. See provided pics
and site plan for details.

In Review
25234 8/26/2025 2. Tree Removal/Pruning Camino Real 3 SE of 4th 1 dying CA oak tree in the backyard
In Review
25235 8/27/2025 2. Tree Removal/Pruning NE Corner of 4th & Carmelo St
Tree Removal In Review
25236 8/27/2025 1. Tree Evaluation 3 Dolores NE of 3rd Tree Evaluation In Review 25237 8/28/2025 2. Tree Removal/Pruning NE Corner of Camino Real and 11th
1 Quercus In Review
25238 8/29/2025 2. Tree Removal/Pruning Lincoln 4 NW Santa Lucia Evaluation for removal of two trees creating hazard
In Review
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25239 8/29/2025 1. Tree Evaluation East side of lobos 3rd N of 4th
Tree evaluation for tree
removal
In Review
25240 8/29/2025 2. Tree Removal/Pruning 9th Av 2SE Camino Real on 9th between Casanova
and Camino Real
Tree removal In Review
Total Records: 32 9/2/2025
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*The performance goal for Code-3 (life threatening emergency-lights & siren) ambulance calls with a response time of 5 minutes or less from dispatch to arrival is 95%.

CITY OF CARMEL-BY-THE-SEA
Monthly Report
Public Safety
August 2025

AMBULANCE REPORT
Summary of Carmel Fire Ambulance’s August Calls for Service

AMBULANCE PERFORMANCE MEASURE
The performance goal for Code-3 (life threatening emergency-lights & siren) ambulance calls with a response time of 5 minutes or less from dispatch to arrival is 95%. For the month of August 2025, the ambulance was unable to meet the performance measure. The response time was 88% with (5) code-3 call over 5 minutes.
43 Calls for service in CBTS Average response time: 3:56 min. 40 Code 3 medical calls for service –Five calls over 5:00 min.

CFA responded to an additional 46 incidents outside of CBTS totaling 89 total calls for service.

Events:
08/09/25 8:41 p.m.; 26000 Block of Ladera Dr. (5:17 min response) Delayed due to distance. 08/15/25 1:30 a.m.; Casanova St./12th Ave. (8:15 min response) Delayed due to distance. 08/16/25 2:25 p.m.; Dolores St./7th Ave. (5:58 min response) Delayed due to distance. 08/16/25 10:56 p.m.; 4th Ave./Monte Verde St. (5:37 min response) Delayed due to incorrect dispatch address. 08/29/25 1:54 a.m.; Torres St./2nd Ave. (6:49 min response) Delayed due to time of day.

TO: Honorable Mayor and City Council Members
SUBMITTED BY: Todd Trayer, Acting Director of Public Safety APPROVED BY: Chip Rerig, City Administrator
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*The performance goal for Code-3 (life threatening emergency-lights & siren) ambulance calls with a response time of 5 minutes or less from dispatch to arrival is 95%.

MONTEREY FIRE REPORT
Summary of Monterey Fire August Calls for Service

FIRE PERFORMANCE MEASURE
The performance goal for Code-3 (life threatening emergency-lights & siren) fire calls with a response time of 5 minutes or less from dispatch to arrival is 95%. For the month of August 2025, the fire department was unable to meet the performance measure. The response time was 91% with (5) code-3 calls over 5 minutes.
64 total calls for service in CBTS- Average response time: 3:13 min.

56 total Code-3 calls – Five with a response of over 5:00 min.

Events:
08/06/25 11:23 a.m.; 4th Ave./Monte Verde St. (5:06 min response) E15 responded from St 15, delay due to distance.
08/14/25 11:16 a.m.; 8th Ave./S. Mountain View Ave (8:27 min response) Delay due to traffic. 08/18/25 2:49 p.m.; Carmelo St./4th (7:15 min response) Delay due to distance, E15 responded from out of zone.
08/23/25 1:52 a.m.; Monte Verde St./Santa Lucia Ave. (6:32 min response) E15 responded from St 15, delay due to distance.
08/30/25 1:22 p.m.; Ocean Ave./Scenic Rd. (8:24 min response) Delay due to multiple calls in Carmel.

Responded from St 11's area.

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Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
Natural vegetation fire, other 8/8/2025 3:17 PM 250808-MNT06056 0:03:02 OCEAN AVE CARPENTER ST 3 1 0:03:02
Medical assist, assist EMS crew 8/3/2025 7:53 AM 250803-MNT05897 0:02:26 OCEAN AVE JUNIPERO AVE 3 Medical assist, assist EMS crew 8/4/2025 2:33 PM 250804-MNT05931 0:02:51 SAN CARLOS ST 4TH AVE 3 Medical assist, assist EMS crew 8/17/2025 6:46 AM 250817-MNT06309 0:00:10 6TH AVE MISSION ST 3 Medical assist, assist EMS crew 8/17/2025 7:48 PM 250817-MNT06329 0:02:19 MISSION ST 7TH AVE 3 Medical assist, assist EMS crew 8/23/2025 1:52 AM 250823-MNT06474 0:06:32 MONTE VERDE ST SANTA LUCIA AVE 3 EMS call, excluding vehicle accident with injury 8/1/2025 7:56 AM 250801-MNT05842 0:02:31 JUNIPERO AVE 8TH AVE 3 EMS call, excluding vehicle accident with injury 8/2/2025 1:26 AM 250802-0133-MNT05861 0:03:44 JUNIPERO AVE 5TH AVE 3 EMS call, excluding vehicle accident with injury 8/2/2025 8:45 PM 250802-MNT05890 0:03:30 LINCOLN ST 3RD AVE 3 EMS call, excluding vehicle accident with injury 8/2/2025 9:59 PM 250802-MNT05893 0:03:59 OCEAN AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 8/6/2025 11:23 AM 250806-MNT05995 0:05:06 4TH AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 8/7/2025 7:22 AM 250807-MNT06009 0:04:55 LINCOLN ST 13TH AVE 3 EMS call, excluding vehicle accident with injury 8/7/2025 11:48 AM 250807-MNT06015 0:03:08 7TH AVE SAN CARLOS ST 3 EMS call, excluding vehicle accident with injury 8/8/2025 3:31 PM 250808-MNT06058 0:00:15 6TH AVE MISSION ST 3 EMS call, excluding vehicle accident with injury 8/8/2025 8:40 PM 250808-MNT06073 0:04:52 26125 LADERA DR 3 EMS call, excluding vehicle accident with injury 8/9/2025 6:12 PM 250809-MNT06097 0:02:57 CARMELO ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 8/9/2025 7:31 PM 250809-MNT06098 0:03:42 MISSION ST SANTA LUCIA AVE 3 EMS call, excluding vehicle accident with injury 8/10/2025 8:51 PM 250810-MNT06114 0:03:46 CAMINO REAL ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 8/12/2025 10:11 AM 250812-MNT06152 0:03:32 5TH AVE TORRES ST 3 EMS call, excluding vehicle accident with injury 8/12/2025 1:31 PM 250812-MNT06160 0:02:22 SAN CARLOS ST OCEAN AVE 3 EMS call, excluding vehicle accident with injury 8/13/2025 2:22 PM 250813-MNT06186 0:03:08 MISSION ST 10TH AVE 3 EMS call, excluding vehicle accident with injury 8/13/2025 6:38 PM 250813-MNT06196 0:04:02 SCENIC RD 8TH AVE 3 EMS call, excluding vehicle accident with injury 8/15/2025 1:30 AM 250815-MNT06238 0:07:28 CASANOVA ST 12TH AVE 2 EMS call, excluding vehicle accident with injury 8/15/2025 9:27 AM 250815-MNT06245 0:02:17 MISSION ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 8/15/2025 7:53 PM 250815-MNT06264 0:03:12 8TH AVE DOLORES ST 3 EMS call, excluding vehicle accident with injury 8/16/2025 1:36 AM 250816-MNT06268 0:02:35 6TH AVE JUNIPERO AVE 3 EMS call, excluding vehicle accident with injury 8/16/2025 3:56 PM 250816-MNT06290 0:04:42 4TH AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 8/17/2025 3:04 PM 250817-MNT06319 0:02:16 JUNIPERO AVE OCEAN AVE 3 EMS call, excluding vehicle accident with injury 8/17/2025 4:09 PM 250817-MNT06323 0:02:07 OCEAN AVE MISSION ST 3

RESPONSE SUMMARY REPORT BY INCIDENT TYPE
27060 CARMEL-BY-THE-SEA
Alarm Date From: 08/01/2025 To: 08/31/2025
100 Series (Fires)
300-321 Series (EMS)
25 08 Carmel Fire Activity Report.xlsx 1
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Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
100 Series (Fires)
EMS call, excluding vehicle accident with injury 8/18/2025 11:45 AM 250818-MNT06342 0:02:23 OCEAN AVE LINCOLN ST 3 EMS call, excluding vehicle accident with injury 8/21/2025 11:31 AM 250821-MNT06435 0:02:24 LINCOLN ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 8/25/2025 11:39 AM 250825-MNT06531 0:02:18 DOLORES ST 5TH AVE 3 EMS call, excluding vehicle accident with injury 8/26/2025 10:31 AM 250826-MNT06561 0:03:17 SAN CARLOS ST 12TH AVE 3 EMS call, excluding vehicle accident with injury 8/27/2025 1:53 AM 250827-MNT06595 0:03:44 OCEAN AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 8/29/2025 5:35 PM 250829-MNT06679 0:01:38 CAMINO REAL ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 8/30/2025 1:04 PM 250830-MNT06691 0:04:20 SCENIC RD SANTA LUCIA AVE 3 EMS call, excluding vehicle accident with injury 8/30/2025 1:22 PM 250830-MNT06692 0:08:24 OCEAN AVE SCENIC RD 3 EMS call, excluding vehicle accident with injury 8/31/2025 7:09 PM 250831-MNT06736 0:02:00 DOLORES ST OCEAN AVE 3 37 0:03:22
Motor vehicle accident with injuries 8/18/2025 2:49 PM 250818-MNT06353 0:07:15 CARMELO ST 4TH AVE 3 Rescue or EMS standby 8/10/2025 6:19 PM 250810-MNT06112 0:03:17 SAN CARLOS ST 12TH AVE 3 2 0:05:16
Gas leak (natural gas or LPG) 8/26/2025 10:40 AM 250826-MNT06563 0:03:01 GUADALUPE ST 5TH AVE 3 Toxic condition, other 8/19/2025 10:54 AM 250819-MNT06379 0:00:00 8TH AVE SAN CARLOS ST 2 2 0:01:30
Person in distress, other 8/29/2025 4:31 PM 250829-MNT06676 0:04:23 9TH AVE CAMINO REAL ST 3 Water problem, other 8/17/2025 3:15 PM 250817-MNT06320 0:11:54 SCENIC RD 8TH AVE 2 Water or steam leak 8/7/2025 10:27 AM 250807-MNT06012 0:05:45 LINCOLN ST 13TH AVE 2 Water or steam leak 8/27/2025 8:40 AM 250827-MNT06599 0:00:08 SAN CARLOS ST 5TH AVE 2 Smoke or odor removal 8/16/2025 10:56 PM 250816-MNT06300 0:04:04 5TH AVE LINCOLN ST 3 Smoke or odor removal 8/29/2025 10:38 AM 250829-MNT06660 0:00:00 DOLORES ST 5TH AVE 3 Public service 8/21/2025 2:06 PM 250821-MNT06436 0:02:41 DOLORES ST 4TH AVE 3 Assist invalid 8/26/2025 2:55 PM 250826-MNT06576 0:03:12 SANTA RITA 2SE AVE 2ND 3 No incident found on arrival at dispatch address 8/5/2025 3:58 PM 250805-MNT05977 0:06:02 CARMELO ST 9TH AVE 2 No incident found on arrival at dispatch address 8/13/2025 5:50 PM 250813-MNT06194 0:02:29 OCEAN AVE JUNIPERO AVE 3 No incident found on arrival at dispatch address 8/19/2025 9:59 AM 250819-MNT06374 0:04:19 SAN CARLOS ST 10TH AVE 2 Smoke scare, odor of smoke 8/6/2025 3:57 PM 250806-MNT06002 0:03:04 LINCOLN ST OCEAN AVE 3 12 0:04:00
System malfunction, other 8/5/2025 2:00 AM 250805-MNT05952 0:03:49 4TH AVE JUNIPERO AVE 3 System malfunction, other 8/16/2025 8:10 AM 250816-MNT06272 0:03:24 DOLORES ST 7TH AVE 3 Smoke detector activation due to malfunction 8/9/2025 4:26 AM 250809-MNT06079 0:04:19 MONTE VERDE ST 6TH AVE 3 700 Series (False Alarms)
300-321 Series (EMS) cont.
322-399 Series (Rescues)
400 Series (Hazardous Material)
500 & 600 Series (Service Calls)
25 08 Carmel Fire Activity Report.xlsx 2
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Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
100 Series (Fires)
Smoke detector activation due to malfunction 8/14/2025 11:16 AM 250814-MNT06219 0:08:27 8TH AVE S MOUNTAIN VIEW AVE 3 Smoke detector activation due to malfunction 8/16/2025 2:24 PM 250816-MNT06284 0:03:04 DOLORES ST 7TH AVE 3 Alarm system sounded due to malfunction 8/4/2025 4:31 PM 250804-MNT05939 0:02:58 8TH AVE DOLORES ST 3 CO detector activation due to malfunction 8/26/2025 11:02 PM 250826-MNT06592 0:03:46 SANTA RITA ST OCEAN AVE 3 Smoke detector activation, no fire - unintentional 8/8/2025 7:28 PM 250808-MNT06070 0:04:01 4TH AVE GUADALUPE ST 3 Detector activation, no fire - unintentional 8/15/2025 10:28 AM 250815-MNT06247 0:03:09 DOLORES ST 8TH AVE 3 Alarm system activation, no fire - unintentional 8/6/2025 1:23 PM 250806-MNT05998 0:03:17 MISSION ST 3RD AVE 2 10 0:04:01
Code 2 Calls 8
Code 3 Calls 56
64 91%
250818-MNT06353 Delay due to distance, E15 responded from out of zone 250814-MNT06219 Delay due to traffic
700 Series (False Alarms) cont.

Over 5 Minute Response Times Cause of Delay: Code 3 Responses Total # of Incidents
% Under 5 Minute Response Time
250823-MNT06474 E15 responded from St 15, delay due to distance 250806-MNT05995 E15 responded from St 15, delay due to distance 250830-MNT06692 Delay due to multiple calls in Carmel. Responded from St 11's area 25 08 Carmel Fire Activity Report.xlsx 3
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Type of Call Number Average Response Time
Fire 1 3:02
EMS 37 3:22
Rescue 2 5:16
Hazardous Condition 2 1:30
Service Calls 12 4:00
Severe Weather 0 0:00
False Call 10 4:01
Total Responses 64 3:13
Total Code 3 Calls: 56
Response Times for Code 3
Calls ≤ 5 minutes: 91%

CARMEL-BY-THE-SEA
AUGUST 2025
Response Summary Report by Incident Type
Fire
1%
EMS
58%
Rescue
3%
Hazardous Condition
3%
Service Calls
19%
Severe
Weather
0%
False Call
16%
Fire
EMS
Rescue
Hazardous Condition
Service Calls
Severe Weather
False Call
S:\600-Public-Safety\601-Fire-Safety-Admin\601-05-Fire-Services-OtherAgencies\Carmel\Carmel Monthly Response Report\25 08 Carmel Fire Response Summary.xlsx 9/8/2025 ATTACHMENT 2

Page 51 of 228 ends

Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
300-321 Series (EMS)
EMS call, excluding vehicle accident with injury 08/02/2025 01:27 AM 250802-CFA00871 00:03:11 JUNIPERO AVE 5TH AVE 3 EMS call, excluding vehicle accident with injury 08/02/2025 10:02 PM 250802-CFA00877 00:04:07 MONTE VERDE ST OCEAN AVE 3 EMS call, excluding vehicle accident with injury 08/03/2025 08:46 PM 250802-CFA00876 00:03:32 LINCOLN ST 3RD AVE 3 EMS call, excluding vehicle accident with injury 08/03/2025 07:55 AM 250803-CFA00879 00:02:32 JUNIPERO ST OCEAN AVE 3 EMS call, excluding vehicle accident with injury 08/04/2025 02:34 PM 250804-CFA00881 00:02:36 SAN CARLOS ST 4TH AVE 3 EMS call, excluding vehicle accident with injury 08/06/2025 11:25 AM 250806-CFA00889 00:05:00 4TH AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 08/07/2025 07:23 AM 250807-CFA00893 00:04:10 LINCOLN ST 13TH AVE 3 EMS call, excluding vehicle accident with injury 08/09/2025 08:41 PM 250808-CFA00904 00:05:17 26125 LADERA DR 3 EMS call, excluding vehicle accident with injury 08/09/2025 06:14 PM 250809-CFA00906 00:02:57 CARMELO ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 08/10/2025 07:32 PM 250809-CFA00907 00:04:00 MISSION ST 7 NW SANTA LUCIA 3 EMS call, excluding vehicle accident with injury 08/10/2025 06:20 PM 250810-CFA00909 00:02:57 SAN CARLOS ST 12TH AVE 3 EMS call, excluding vehicle accident with injury 08/11/2025 08:51 PM 250810-CFA00910 00:03:21 CAMINO REAL ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 08/12/2025 10:17 AM 250812-CFA00916 00:02:23 5TH AVE TORRES ST 3 EMS call, excluding vehicle accident with injury 08/12/2025 01:32 PM 250812-CFA00917 00:04:24 SAN CARLOS ST OCEAN AVE 3 EMS call, excluding vehicle accident with injury 08/13/2025 06:39 PM 250813-CFA00920 00:02:46 SCENIC RD 8TH AVE 3 EMS call, excluding vehicle accident with injury 08/13/2025 02:23 PM 250813-CFA00918 00:02:30 MISSION ST 10TH AVE 3 EMS call, excluding vehicle accident with injury 08/15/2025 01:30 AM 250815-CFA00925 00:08:15 CASANOVA ST 12TH AVE 3 EMS call, excluding vehicle accident with injury 08/15/2025 09:27 AM 250815-CFA00927 00:01:52 MISSION ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 08/15/2025 07:54 PM 250815-CFA00931 00:03:22 8TH AVE DOLORES ST 3 EMS call, excluding vehicle accident with injury 08/16/2025 08:37 AM 250816-CFA00932 00:02:27 6TH AVE JUNIPERO AVE 3 EMS call, excluding vehicle accident with injury 08/16/2025 02:25 PM 250816-CFA00935 00:05:58 DOLORES ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 08/16/2025 10:56 PM 250816-CFA00936 00:05:37 4TH AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 08/17/2025 04:10 PM 250817-CFA00945 00:01:42 OCEAN AVE MISSION ST 3 EMS call, excluding vehicle accident with injury 08/17/2025 07:49 PM 250817-CFA00946 00:02:21 MISSION ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 08/21/2025 11:32 AM 250821-CFA00958 00:02:52 LINCOLN ST 7TH AVE 3 EMS call, excluding vehicle accident with injury 08/24/2025 02:01 PM 250824-CFA00968 00:03:18 CARMELO ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 08/26/2025 11:05 AM 250826-CFA00972 00:03:06 MISSION ST 12TH AVE 3 EMS call, excluding vehicle accident with injury 08/27/2025 08:54 AM 250827-CFA00974 00:03:39 OCEAN AVE MONTE VERDE ST 3 EMS call, excluding vehicle accident with injury 08/29/2025 01:54 AM 250829-CFA00980 00:06:49 TORRES ST 2ND AVE 3 EMS call, excluding vehicle accident with injury 08/29/2025 05:36 PM 250829-CFA00986 00:02:07 CAMINO REAL ST 8TH AVE 3 EMS call, excluding vehicle accident with injury 08/31/2025 10:29 PM 250831-CFA00992 00:01:34 JUNIPERO AVE 6TH AVE 3 31 0:03:34

RESPONSE SUMMARY REPORT BY INCIDENT TYPE
27015 CARMEL-BY-THE-SEA FIRE AMBULANCE
Alarm Date From: 08/01/2025 To: 08/31/2025
25 08 CFA Activity Report.xlsx 1
ATTACHMENT 2

Page 52 of 228 ends

Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
322-399 Series (Rescues)
Motor vehicle accident with injuries 08/26/2025 10:32 AM 250826-CFA00971 00:03:02 SAN CARLOS ST 12TH AVE 3 Motor vehicle/pedestrian accident (MV Ped) 08/25/2025 11:40 AM 250825-CFA00969 00:02:00 DOLORES ST 5TH AVE 3 2 0:02:31
400 Series (Hazardous Material)
Hazardous condition, other 08/07/2025 10:27 AM 250807-CFA00894 00:05:47 LINCOLN ST 13TH AVE 2 1 0:05:47
500 & 600 Series (Service Calls)
Public service assistance, other 08/17/2025 07:39 AM 250817-CFA00942 00:04:01 GUADALUPE ST 5TH AVE 2 Public service assistance, other 08/29/2025 04:33 PM 250829-CFA00984 00:03:20 9TH AVE CAMINO REAL ST 3 Service Call, other 08/05/2025 03:59 PM 250805-CFA00887 00:05:52 CARMELO ST 9TH AVE 2 Vicinity alarm (incident in other location) 08/09/2025 04:27 AM 250809-CFA00905 00:04:26 MONTE VERDE ST 6TH AVE 3 Smoke scare, odor of smoke2 08/06/2025 04:01 PM 250806-CFA00890 00:03:23 LINCOLN ST OCEAN AVE 3 HazMat release investigation w/no HazMat 08/16/2025 10:57 PM 250816-CFA00939 00:04:14 5TH AVE LINCOLN ST 3 6 0:04:13
700 Series (False Alarms)
False alarm or false call, other 08/29/2025 10:39 AM 250829-CFA00981 00:02:49 DOLORES ST 5TH AVE 3 Smoke detector activation, no fire - unintentional 08/26/2025 11:03 PM 250826-CFA00973 00:03:59 SANTA RITA ST OCEAN AVE 3 Alarm system activation, no fire - unintentional 08/08/2025 07:29 PM 250808-CFA00903 00:03:59 4TH AVE GUADALUPE ST 3 3 0:03:36
Code 2 Calls 3
Code 3 Calls 40
43 88%
0:03:56
250829-CFA00980 Delayed due to time of day
Total Average Response Time
Over 5 Minute Response Times Cause of Delay: Code 3 Responses Total # of Incidents
% Under 5 Minute Response Time
250808-CFA00904 Delayed due to distance
250815-CFA00925 Delayed due to distance
250816-CFA00935 Delayed due to distance
250816-CFA00936 Delayed due to incorrect dispatch address 25 08 CFA Activity Report.xlsx 2
ATTACHMENT 2

Page 53 of 228 ends

District Response Number Average Response Time
Carmel-By-The-Sea 43 3:56
Carmel Highlands 2 10:37
Carmel Valley 0 0:00
Cypress 21 7:14
Mid Coast 0 0:00
Monterey 11 10:03
Pacific Grove 1 14:40
Pebble Beach 8 10:02
Seaside 3 11:22
Total Responses 89 9:42
Total Code 3 Calls: 40
CFA Response Times for Code 3
Calls ≤ 5 minutes: 88%

CITY OF CARMEL - FIRE AMBULANCE DEPARTMENT
AUGUST 2025
Response Summary Report by District Type
Carmel-By-The-Sea
48%
Carmel Highlands
Carmel Valley 2%
0%
Cypress
24%
Mid Coast
0%
Monterey
12%
Pacific Grove
1%
Pebble Beach
9%
Seaside
4% Carmel-By-The-Sea
Carmel Highlands
Carmel Valley
Cypress
Mid Coast
Monterey
Pacific Grove
Pebble Beach
Seaside
S:\600-Public-Safety\601-Fire-Safety-Admin\601-05-Fire-Services-OtherAgencies\Carmel\CFA Reports\25 08 CFA Response Summary.xlsx 9/3/2025 ATTACHMENT 2

Page 54 of 228 ends

Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority

CARMEL HIGHLANDS
EMS call, excluding vehicle accident with injury 8/2/2025 250802-CFA00872 00:10:20 120 HIGHLAND DR 3 EMS call, excluding vehicle accident with injury 8/30/2025 250830-CFA00989 00:10:54 155 HIGHLAND DR 3 2 0:10:37

CYPRESS
EMS call, excluding vehicle accident with injury 8/2/2025 250802-CFA00870 00:11:06 25160 PINE HILLS DR 3 EMS call, excluding vehicle accident with injury 8/4/2025 250803-CFA00880 00:05:12 101 CROSSROADS BLVD 3 EMS call, excluding vehicle accident with injury 8/4/2025 250804-CFA00882 00:08:11 26245 CARMEL RANCHO BLVD 3 EMS call, excluding vehicle accident with injury 8/7/2025 250807-CFA00892 00:06:25 3770 WHITMAN CIR 3 EMS call, excluding vehicle accident with injury 8/8/2025 250808-CFA00900 00:04:57 26135 CARMEL RANCHO BLVD 3 EMS call, excluding vehicle accident with injury 8/8/2025 250808-CFA00897 00:06:08 24700 SUMMIT FIELD RD 3 EMS call, excluding vehicle accident with injury 8/11/2025 250811-CFA00912 00:07:29 26351 SCENIC RD 3 EMS call, excluding vehicle accident with injury 8/12/2025 250812-CFA00913 00:12:08 25160 PINE HILLS DR 3 EMS call, excluding vehicle accident with injury 8/12/2025 250812-CFA00914 00:11:19 183 DEL MESA CARMEL 3 EMS call, excluding vehicle accident with injury 8/12/2025 250812-CFA00915 00:07:30 26344 OCEAN VIEW AVE 3 EMS call, excluding vehicle accident with injury 8/14/2025 250814-CFA00922 00:04:50 25224 FLANDERS DR 3 EMS call, excluding vehicle accident with injury 8/15/2025 250815-CFA00926 00:10:19 1425 MANOR RD 3 EMS call, excluding vehicle accident with injury 8/19/2025 250819-CFA00953 00:05:46 26197 VALLEY VIEW AVE 3 EMS call, excluding vehicle accident with injury 8/21/2025 250821-CFA00957 00:05:46 26558 MISSION FIELDS RD 3 EMS call, excluding vehicle accident with injury 8/24/2025 250824-CFA00967 00:06:33 544 CARMEL RANCHO BLVD 3 EMS call, excluding vehicle accident with injury 8/23/2025 250823-CFA00964 00:06:12 26245 CARMEL RANCHO BLVD 3 EMS call, excluding vehicle accident with injury 8/29/2025 250829-CFA00983 00:06:14 26245 CARMEL RANCHO BLVD 3 EMS call, excluding vehicle accident with injury 8/29/2025 250829-CFA00987 00:06:28 3020 RIBERA RD 3 EMS call, excluding vehicle accident with injury 8/28/2025 250828-CFA00978 00:07:03 26245 CARMEL RANCHO BLVD 3 Motor vehicle accident with injuries 8/22/2025 250822-CFA00961 00:05:44 CARMEL KNOLLS DR CARMEL VALLEY RD 3 Motor vehicle accident with no injuries. 8/25/2025 250825-CFA00970 00:06:24 CARMEL VALLEY RD RIO VISTA DR 3 21 0:07:14

MONTEREY
EMS call, excluding vehicle accident with injury 8/1/2025 250801-CFA00868 00:10:18 FISHERMANS WHARF NO 2 FISHERMANS WHARF 2 3 EMS call, excluding vehicle accident with injury 8/2/2025 250801-CFA00869 00:13:58 1110 CASS ST 2 EMS call, excluding vehicle accident with injury 8/3/2025 250803-CFA00878 00:10:04 351 MADISON ST 3 EMS call, excluding vehicle accident with injury 8/8/2025 250808-CFA00902 00:10:50 833 TAYLOR ST 3 EMS call, excluding vehicle accident with injury 8/11/2025 250811-CFA00911 00:13:21 337 EL DORADO ST 3

RESPONSE SUMMARY REPORT BY DISTRICT
27015 CARMEL-BY-THE-SEA FIRE AMBULANCE
Alarm Date From: 08/01/2025 To: 08/31/2025
25 08 CFA Activity Report.xlsx 1
ATTACHMENT 2

Page 55 of 228 ends

Incident Alarm Date Incident Number Response
Time Combined Address Cross Street Priority
MONTEREY cont.

EMS call, excluding vehicle accident with injury 8/16/2025 250816-CFA00934 00:07:33 421 MARTIN ST 3 EMS call, excluding vehicle accident with injury 8/17/2025 250817-CFA00941 00:13:27 653 CANNERY ROW 3 EMS call, excluding vehicle accident with injury 8/23/2025 250823-CFA00963 00:09:23 777 PEARL ST 3 EMS call, excluding vehicle accident with injury 8/29/2025 250829-CFA00982 00:08:00 966 CASS ST 3 Motor vehicle accident with injuries 8/16/2025 250816-CFA00937 00:07:15 HWY 1 MUNRAS AVE NB OFF RAMP 3 Motor vehicle accident with no injuries. 8/27/2025 250827-CFA00976 00:06:22 HWY 1 HOLMAN WHY SB OFF RAMP 3 11 0:10:03

PACIFIC GROVE
EMS call, excluding vehicle accident with injury 8/15/2025 250815-CFA00930 00:14:40 651 SINEX AVE 3 1 0:14:40

PEBBLE BEACH
EMS call, excluding vehicle accident with injury 8/4/2025 250804-CFA00883 00:09:18 1209 FOUNDERS LN 3 EMS call, excluding vehicle accident with injury 8/5/2025 250805-CFA00885 00:14:42 1113 WILDCAT CANYON RD 2 EMS call, excluding vehicle accident with injury 8/6/2025 250806-CFA00891 00:06:37 1500 CYPRESS DR 3 EMS call, excluding vehicle accident with injury 8/10/2025 250810-CFA00908 00:09:06 1576 CYPRESS DR 3 EMS call, excluding vehicle accident with injury 8/16/2025 250816-CFA00938 00:08:15 3260 STEVENSON DR 3 EMS call, excluding vehicle accident with injury 8/17/2025 250817-CFA00944 00:12:26 BRISTOL CURVE / BRISTOL LN 3 EMS call, excluding vehicle accident with injury 8/31/2025 250831-CFA00990 00:09:17 1401 LISBON LN 3 Motor vehicle accident with injuries 8/14/2025 250814-CFA00924 00:10:35 LOPEZ RD / POPPY LANE POPPY LANE 3 8 0:10:02

SEASIDE
EMS call, excluding vehicle accident with injury 8/20/2025 250819-CFA00955 00:11:07 1180 FREMONT BLVD 3 EMS call, excluding vehicle accident with injury 8/19/2025 250819-CFA00955 00:11:07 1180 FREMONT BLVD 3 EMS call, excluding vehicle accident with injury 8/21/2025 250820-CFA00956 00:11:52 1242 FREMONT BLVD 3 3 0:11:22
Code 2 Calls 2
Code 3 Calls 44
46 Total Average Response Time 0:10:40
Total # of Incidents
25 08 CFA Activity Report.xlsx 2
ATTACHMENT 2

Page 56 of 228 ends

CITY CLERK PRA LOG – AUGUST 2025
Request
#
Date
Requested
10-day
response
date
14-day
extension
due date
Records Requested Requester Name Date
Completed Notes
25-75 8/1/2025 8/11/2025 architectural plans for APN 010-213-002-000 Matt Porges, Architect 8/18/2025
large plans
(physical files) were
gathered from
storage. Sent msg
to requester to
make an appt. to
view the files
25-76 8/4/2025 8/14/2025 9/30/2025
RE: Prime Contractor: Sharp Engineering
Project: San Antonio Pathway Reconstruction
DIR Number: 20240554441
Request for certified payroll records from the abovenoted prime contractor.

Project start date through 08/04/2025. Please send
the following information:
• List of Subcontractors/Subconsultants
• Firms Performing the Onsite Field Surveying and
Testing/Inspection Services
• Initial Bid Advertisement Date/Initial Contract
RFP/RFQ Date, Award Date, Start Date, Estimated
Completion Date
• Copies of DAS 140 and 142 related documentation
for all applicable crafts, Funding Source(s)
• Copy of Proof of Publication, Dollar Amount of
Contract, Project Location(s), Copy of Payment and
Performance Bond, Copies of Errors and Omissions
Policy
• Copy of Signed Contract or equivalent
• Inspector’s Daily Logs
• Copy of Notice of Completion (if applicable) or date
in which work was completed
• Project Plans and Specifications (Drawings/Blue
Prints)
Eduardo Estrada,
Foundation for Fair
Contracting
8/18/2025
and ongoing
8-18-2025 - Sent
records except for
fringe benefits
statement, firms
performing onsite
field texting, DAS
140 and 142, and
project plans. Will
send the remaining
documents when
the City receives
them from the
contractor (Sharp
Engineering)
ATTACHMENT 3

Page 57 of 228 ends

CITY CLERK PRA LOG – AUGUST 2025
Request
#
Date
Requested
10-day
response
date
14-day
extension
due date
Records Requested Requester Name Date
Completed Notes
25-77 8/4/2025 8/14/2025 8/28/2025
RE: Prime Contractor: Coastal Paving & Excavating,
Inc.

Project: Storm Drain Improvement Projects
DIR Number: 20250561128
Copies of certified payroll records from the prime
contractor, as well as the fringe benefit statement
and statement of compliance.

We are also requesting the following records between
the project start date through 8/4/2025:
• List of Subcontractors/Subconsultants
• Firms Performing the Onsite Field Surveying and
Testing/Inspection Services
• Initial Bid Advertisement Date/Initial Contract
RFP/RFQ Date, Award Date, Start Date, Estimated
Completion Date
• Copies of DAS 140 and 142 related documentation
for all applicable crafts, Funding Source(s)
• Copy of Proof of Publication, Dollar Amount of
Contract, Project Location(s)
• Copy of Payment and Performance Bond
• Copies of Errors and Omissions Policy
• Copy of Signed Contract or equivalent
• Inspector’s Daily Logs, Copy of Notice of
Completion (if applicable) or date in which work was
completed, Project Plans and Specifications
(Drawings/Blue Prints)
Eduardo Estrada,
Foundation for Fair
Contracting
8/18/2025
and ongoing
8-18-2025 - Sent
records except for
firms performing
onsite field
surveying. Will send
the remaining
records when they
are received from
the contractor
(Coastal Paving)
25-78 8/8/2025 8/18/2025
the Certificate of Insurance for subcontractor
Monterey Peninsula Engineering who was doing work
for The City of Carmel By The Sea near 26236
Dolores, between 5/9/2024 and 8/31/2024.

Rebecca N., PRG
Consulting 8/18/2025 no records exist.

Notified requester
25-79 8/12/2025 8/22/2025 Request a copy of PD Report #CC2400164. Charles Burns 8/18/2025 notified requester
they must make the
request through the
Police Dept.
directly.

ATTACHMENT 3

Page 58 of 228 ends

CITY CLERK PRA LOG – AUGUST 2025
Request
#
Date
Requested
10-day
response
date
14-day
extension
due date
Records Requested Requester Name Date
Completed Notes
25-80 8/13/2025 8/25/2025
All records of communications between the City
Attorney and the City Council relating to Esperanza
Carmel's JB Pastor development application
including the appeal, APP 25115.

Steve Hillyard 8/27/2025
8-27-2025 - notified
requester that these
records are exempt
from production
based on the
attorney-client
privilege per
Government Code
Section 7927.705
and Evidence Code
Section 952.
25-81 8/13/2025 8/25/2025
all public records relating to the property APN: 010-
321-039, this includes building permit applications
dating back to 2000.

Jennifer Rosenthal,
Law Offices of
Jennifer Rosenthal
APC
8/21/2025 sent link to property
file in GIS
25-82 8/18/2025 8/28/2025 9/2/2025 All files for the APN 010-251-036 Zach Brooksher, Carmel Realty 9/15/2025
9-15-2025 - 100+
documents were
released to
requester after
review/redaction.
25-83 8/20/2025 9/2/2025
The Data Branch is hereby submitting a commercial
records request. We seek a spreadsheet containing
all purchase orders from January 1, 2021, to present
day.

Requested Information:

Spreadsheet containing all purchase orders from
January 1, 2021, to present day. If easily accessible,
please provide the following details for each
purchase order:
-Purchase order number or equivalent
-Purchase date
-Vendor ID or equivalent
-Vendor name
-Line item details
-Line item quantity
-Line item unit price
-Line item total price
Woo Park 8/22/2025
8-22-2025 -
Uploaded a report
of all purchase
orders made from
7/1/2022 through
6/30/2024. Asked
requester to
respond if this
fufills the request.

Received no
response. Closed
request 8/22/2025.

ATTACHMENT 3

Page 59 of 228 ends

CITY CLERK PRA LOG – AUGUST 2025
Request
#
Date
Requested
10-day
response
date
14-day
extension
due date
Records Requested Requester Name Date
Completed Notes
25-84 8/21/2025 9/2/2025 Duplicate of PRA 25-83 Woo Park 8/22/2025 same as above 25-85 8/20/2025 9/2/2025 9/30/2025

1. All permits, approvals, inspection reports,
correspondence, and final occupancy
documentation for the business located at [mad dogs
& englishmen coffee bar located at : the corner of
ocean ave and mission st ], from January 1, 2020 to
present, specifically related to:

Change of Use approvals; Building permit reviews;
Fire Department inspections and determinations; Any
requirements (or waivers) for fire sprinkler
installation.

2. Any records indicating why fire sprinklers were not
required for the above business despite a change of
use.

3. Any internal communications, staff reports, or
emails referencing both my project (Carmel Creperie,
UP 24307) and the above business in the context of
sprinkler requirements or change of use.

Loie Alnimri 9/15/2025
9/30/2025
extended deadline
to 9-30-2025 due to
the need to search
for, collect, and
examine a
voluminous amount
of records. Sent
responsive
documents on 9-
15-2025, 9-17-
2025, and 9-30-
2025
25-86 8/20/2025 9/2/2025
I am requesting confirmation regarding the business
license status for Mad Dogs & Englishmen at the
southwest corner of Ocean Avenue and Mission
Street in Carmel-by-the-Sea.

I understand that Use Permit UP 24292 was filed on
October 1, 2024, to change the primary use from
Sporting Goods to Specialty Restaurant/Coffee Bar.

Could you please confirm:

1. Whether this Use Permit has been approved.

2. If an active business license has been issued for
the coffee bar operation.

3. If there are any outstanding requirements or
conditions attached to their operation.

Loie Alnimri 9/9/2025 9-9-2025 all
records were sent.

ATTACHMENT 3

Page 60 of 228 ends

CITY CLERK PRA LOG – AUGUST 2025
Request
#
Date
Requested
10-day
response
date
14-day
extension
due date
Records Requested Requester Name Date
Completed Notes
25-87 8/21/2025 9/3/2025 9/30/2025

1. All permits, approvals, inspection reports,
correspondence, and final occupancy
documentation for these businesses:
1) Jerusalem Cafe & Patisserie (between 5 & 6th on
Dolores St)
2) Toro Sushi (between 5th & 6th on Dolores St, they
added an extra space to the restaurant used to be a
gallery)
3) Brad’s Barkery (Currently on San Carlos St Moving
to the Court of the Fountains on mission between
ocean & 7th ave.)
Records from January 1, 2020 to present, specifically
related to:
- Change of Use approvals;
- Building permit reviews;
- Fire Department inspections and determinations;
- Any requirements (or waivers) for fire sprinkler
installation.

2. Any records indicating why fire sprinklers were not
required for the above business despite a change of
use.

3. Any internal communications, staff reports, or
emails referencing both my project (Carmel Creperie,
UP 24307) and the above business in the context of
sprinkler requirements or change of use.

Loie Alnimri 9-30-2025
extended deadline
to 9-30-2025 due to
the need to search
for, collect, and
examine a
voluminous amount
of records. Records
sent 9-30-2025
25-88 8/29/2025 9/8/2025
Please report the monthly or quarterly transient
occupancy tax (TOT) revenue accrued during the
2024-2025 fiscal year, as well as the TOT rate
imposed during that time. Include all TOT revenue
accrued during this period, even if the payments are
not yet collected. If possible and applicable, provide
a breakdown of the TOT revenue accrued by shortterm vacation rentals (Airbnb, Vrbo, etc.) and/or campgrounds.

Ginger Jensen 9/19/2025
9-19-2025 sent
records to
requester, and
updated City's
website with TOT
reports.
25-89 8/29/2025 9/8/2025 I am emailing to request a permit list of active short term vacation rental properties in Carmel.

Avery Feucht,
Vintory 9/15/2025
9-15-2025 sent msg
that no records
exist.

ATTACHMENT 3

Page 61 of 228 ends

POLICE RECORDS REQUEST LOG – AUGUST 2025
Request No. Request Date &
Received By 10-Day Due Date Info Requested Requestor
Date
Completed by
PSO
Status
2025-001 8/1/2025 SS 8/11/2025 SS CA2500519 Lydia Green 8/1/2025 SS Mailed 2025-002 8/04/2025 ALI 08/14/2025 ALI CA2500514 Debra Heisel 08/04/2025 ALI Picked Up 2025-003 8/04/2025 ALI 08/14/2025 ALI CG2500529 Devon Kahle 08/13/25 ALI Mailed 2025-004 8/04/2025 ALI 08/14/2025 ALI CA2500494 LexisNexis - Carfax 8/7/2025 carfax uploaded to carfax 2025-005 8/04/2025 ALI 08/14/2025 ALI CA2500482 LexisNexis - Carfax 08/07/25 carfax uploaded to carfax 2025-006 8/05/2025 mw 8/15/2025 UCR stats for 2024 Mary Schley Carmel Pinecone 08/13/2025 mw Emailed
2025-007 8/6/2025 SS 8/16/2025 SS CG2500522 Jessica Castaneda 8/6/2025 SS Mailed 2025-008 8/7/2025 SS 8/17/2025 SS CG2500485 Mayra Calderon - APS 8/7/2025 SS Emailed 2025-009 8/11/2025 ALI 08/21/2025 ALI CG2500448 Sidney Reade 08/11/2025 ALI Picked Up 2025-010 8/13/2025 SS 8/23/2025 SS CA2500528 Filogonio Mendez 8/13/2025 SS Mailed ATTACHMENT 3

Page 62 of 228 ends

POLICE RECORDS REQUEST LOG – AUGUST 2025
Request No. Request Date &
Received By 10-Day Due Date Info Requested Requestor
Date
Completed by
PSO
Status
2025-011 8/13/2025 SS 8/23/2025 SS CA2500528 LexisNexis 8/15/2025 Car Fax 2025-012 8/15/2025 SS 8/25/2025 SS CA2500528 ME Lawyers 8/15/2025 SS Mailed 2025-013 08/16/2025 ALI 08/26/2025 ALI CG2500564 Carlos Fernandez 08/18/2025 ALI Mailed 2025-014 08/19/2025 ALI 08/29/2025 ALI CA2500528 Jose Escobedo 08/20/25 mw Picked up 2025-015 08/19/2025 ALI 08/29/2025 ALI CG2500559 Anne Kopacz 8/20/2025 SS Picked Up 2025-016 08/13/25 mw 8/23/2025 CQ2500325
MVARS/Bodcam
Duces Tecum DMV
Atty Cognilio 08/19/2025 mw DMV link
2025-017 08/19/2025 mw 8/29/2025 CC2400164 Medicaid fraud charles burns 09/02/25 mw emailed
2025-018 8/20/2025 SS 8/30/2025 SS CA2500542 LexisNexis 8/27/2025 SS Mailed 2025-019 8/21/2025 SS 8/31/2025 SS CG2500028 Shawn Gorgon Gomez 8/21/2025 SS Picked up
2025-020 8/21/2025 SS 8/31/2025 SS C17270 - Body cam
discovery
Chris Cain Law -
Bryan James Baker 09/02/25 mw Emailed
ATTACHMENT 3

Page 63 of 228 ends

POLICE RECORDS REQUEST LOG – AUGUST 2025
Request No. Request Date &
Received By 10-Day Due Date Info Requested Requestor
Date
Completed by
PSO
Status
2025-021 08/21/25 mw 8/31/2025 C01754 Body cam
discovery
Chris Cain Law -
Elovitez 09/02/25 mw
2025-022 8/22/2025 SS 9/1/2025 SS CA2500563 Donald Hutchings 08/31/2025 ALI Picked up 2025-023 08/25/2025 ALI 09/04/2025 ALI CG2500552 Courtney Kramer 08/25/2025 ALI Picked Up 2025-024 08/25/25 mw 9/4/2025 CG2500513 Maria Teresa wife 08/25/25 mw Mailed 2025-025 08/26/25 mw 9/5/2025 CG2500602 US Immigration & Customs Enforce 08/27/25 mw Emailed
ATTACHMENT 3

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CITY OF CARMEL-BY-THE-SEA
Public Works Department
August 2025 Report
Public Works Director
• Selected a candidate for the Project Manager position, pending background. Tentative start date: Oct 1st
• Rene Aldama selected for Acting Assistant Forester. Working with HR on advertising the permanent position.
• Note: A few projects below were on hold due to the August Car Week event.

Environmental Programs
• North Dunes Project:
o Ice Plant Removal Ongoing
o Drafting North Dunes Annual Report: Presenting at Forest & Beach Commission in October 2025
o Renewing 5-year Coastal Development Permit (CDP 16-315) – Forest & Beach Commission Reviewed in June 2026; Planning Commission approval expected September 2026
• Carmel Beach Sea Level Rise/Adaptation Project:
o Preparing to present a Socio-Economic Report to Forest & Beach Commission and Planning Commission (joint meeting) this fall.
o Will present the Adaptation Pathway Report to Planning Commission and Forest & Beach Commission in January 2026
o Received positive response from the Coastal Commission regarding: Community Engagement Plan, Outreach Strategy Table, Draft Adaptation Feasibility Table, Community Workshop Summary.
• Stormwater:
o Sent Notice to Proceed to Applied Marine Science for ASBS sampling/report. o Conducted Public Works O&M Quarterly Inspection.
o RWQCB Annual Report due October 15, 2025
• Waste Management
o Franchise Agreement MOU (ReGen +Member Agencies) to City Council in September.

Facility Maintenance
• First Murphy House – Termite Inspection completed. Working on rot repairs. • Public Works administrative office security counter: Front Desk (Walk-in) will be closed September 4th & 5th due to construction. We will be available to answer questions by phone. • PD/PW Emergency Repairs: Work continues on gate/evidence room/EOC, and door security upgrades.

TO: Honorable Mayor and City Council Members
SUBMITTED BY: Ken Wysocki, Public Works Director
SUBMITTED ON: August 2025
ATTACHMENT 4

Page 65 of 228 ends

• Working on Fire Station Repair to accommodate new Fire Truck; design work completed, received and are reviewing quotes for construction.
• Sunset Center Yoga Roof – Getting quotes for reroofing per CIP. • Forest Theater – Working on replacement for the Lutron system emergency back up batteries.

Street Maintenance
• Moved sand along the beach, stairs, and Del Mar dunes (with new Skid-Steer) • Worked on Car Week preparation and clean up.
• Finished sidewalk repair on 4th and Mission
• Installed No U-turn at the Fire Station
• Working on sidewalk repairs on Junipero, plaza staircase. • Disposed of several seals and dolphin carcasses along the beach.

Project Management for the Capital Improvement Program
Ausonio, Inc. Projects:
• Sunset Center Retaining Walls Repair Project: Consultant completed the design of retaining walls. Requests were made to reduce the scope. Project is on FY25-26 CIP.

Moffit & Nichols:
• M&N is preparing a like-for-like design documents for the 10th Ave & 12th Ave Stairs. Expecting design by mid-September, with anticipation of going out to bid shortly after.

Wallace Group Projects:
• Shoreline Infrastructure Repair Project: PW team working with contractor on the scope. • City-Wide Paving Project: Successfully received a grant from TAMC for $243k. Presentation and recommendation for the City Council in September 9th to adopt resolution authorizing staff to execute a contract with Coastal Paving & Excavating, Inc. for this project.

Additional Capital Improvement Projects:
• City-wide Drainage Improvement Projects: Work has begun on parking stalls along Ocean Ave. 8
th Ave/Santa Fe completed.
• Vista Lobos Panel Upgrade & EV: Will prepare bid-specification as soon as paving project gets awarded by council.
• Dolores Street Main Replacement (8th to Ocean): CalAM to install water main. Permit in final process, work to begin in October.
• CAWD (Santa Rita Guadalupe): will be installing new infrastructure in the Santa Rita region. • CAWD (Scenic): will be installing new infrastructure. Work to begin after Labor Day. Preconstruction meeting scheduled for September 4th .

Forestry, Parks, and Beach
• Working closely with Monterey Fire on the CBTS Forest Defense Plan and implementation strategy.
• Forest Master Plan: current draft will be submitted to the subcommittee in mid-September. Will schedule a subcommittee meeting in October.
• Refer to City Forester’s Report.

ATTACHMENT 4

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CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
October 6, 2025
CONSENT AGENDA (Estimated time - 5 min)
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Jane Hogan, Accountant
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: August 2025 Check Register Summary
RECOMMENDATION:

Approve the check register for August 2025
BACKGROUND / SUMMARY:

The check register is a financial report generated from the City's financial system (Attachment 1). It categorizes checks by the responsible department or function, providing essential information such as the check number, vendor name, purchase description, check issue date, and the check amount.

Per the California Supreme Court's decision in the case of Los Angeles County Board of Supervisors v. Superior Court (Dec. 29, 2016) (2016 WL 7473802), the check register excludes the specific invoice payments for legal services incurred for pending and active investigations, pending and active litigation, as well as recently concluded matters. The Supreme Court has ruled that these specific invoices are protected under attorney-client privilege and therefore are not subject to disclosure under the Public Records Act.

The check register provides valuable insights into the City's financial transactions, ensuring transparency and accountability in our financial operations. The exclusion of certain legal services payments adheres to the California Supreme Court's guidelines, safeguarding attorney-client privilege. The contract balance information further enhances our financial transparency.

Page 67 of 228 ends

FISCAL IMPACT:

The check register summary for August 2025 totals $1,294,176.46.

PRIOR CITY COUNCIL ACTION:

Council ratified the July 2025 check register at the September 8, 2025 special council meeting.

ATTACHMENTS:

1. August 2025 Check Register

Page 68 of 228 ends

August 2025 Check Register
Check No. Vendor/Employee Transaction Description Date Amount Department: 110 City Council
56138 League of California Cities-Monterey Bay D Membership Dues 08/11/2025 300.00 56165 Carmel Mission Basilica Car Week Larson Field Rental 08/14/2025 3,300.00 56177 Monterey County Film Commission Monterey Film 08/14/2025 4,000.00 56209 Community Human Services Community Human Services FY24-25 08/25/2025 19,700.00 Total for Department: 110 City Council 27,300.00
Department: 111 City Administration
56125 Amazon Capitol Services IT Supplies and Equipment 08/11/2025 447.73 56126 AT&T Telephone service citywide 08/11/2025 1,614.19 56127 AT&T Telephone service Citywide 08/11/2025 1,025.70 56130 Carmel Pine Cone Legal noticing 08/11/2025 136.50 56131 Chavan and Associates, LLC Financial auditing services 08/11/2025 17,500.00 56133 Cogix Corporation Online payment portal 08/11/2025 2,266.50 56134 Comcast Cable service PD 08/11/2025 41.43
56135 Comcast Business NonNGEN internet and recurring charges 08/11/2025 1,288.80 56139 Minuteman Press Adopted Budget FY 25-26 Booklets 08/11/2025 1,283.83 56140 MISAC ITMLP - Joel Staker 08/11/2025 1,200.00
56148 Primo Brands Water service 08/11/2025 472.42
56151 Springbrook Software Subscription:Accounting Software package 08/11/2025 20,515.77 56153 T-Mobile Monthly cell service, usage, and purchases 08/11/2025 340.11 56154 Universal Staffing Inc Temporary staffing services-City Hall 08/11/2025 1,721.60 56155 US Bank MICROSOFT-G096047336 cloud services 08/11/2025 596.31 56155 US Bank JUNCTION NETWORKS, INC phone 08/11/2025 858.68 56155 US Bank FS COM INC Core network CIP 08/11/2025 174.80 56155 US Bank BITWARDEN password manager subscription 08/11/2025 35.00 56155 US Bank JUNCTION NETWORKS, INC phone 08/11/2025 389.73 56155 US Bank FRESHWORKS INC subscription 08/11/2025 750.00 56155 US Bank CDW GOVT #AE6H74V pw printer 08/11/2025 590.23 56155 US Bank BEETRONICS INC. council a/v 08/11/2025 128.92 56155 US Bank ZOOM.COM 888-799-9666 zoom subscription 08/11/2025 667.84 56155 US Bank CCSI METROFAX HR e-fax 08/11/2025 11.95
56155 US Bank ADOBE INC adobe products 08/11/2025 899.67 56155 US Bank BACKBLAZE INC cloud services 08/11/2025 89.96 56155 US Bank SUPERLOGICS council a/v system 08/11/2025 3,268.55 56155 US Bank GOOGLE*CLOUD 9KL35M cloud services 08/11/2025 2.49 56155 US Bank JUNCTION NETWORKS, INC phone 08/11/2025 394.13 56155 US Bank 5TH AVENUE DELI Staff meeting - Ashlee and CR. 08/11/2025 33.60 56155 US Bank NYTIMES* subscription 08/11/2025 23.00
56155 US Bank APA Professional membership as permitted by my contract with the City. 08/11/2025 748.00 56155 US Bank BROPHYS Employee appreciation with Brandon, Shelby, and Daniel. 08/11/2025 144.80 56155 US Bank CALPERS CVENT Conference Registration 08/11/2025 549.00 56155 US Bank TARGET.COM Office supplies 08/11/2025 19.27 56155 US Bank SQ *CARMEL VALLEY COFFEE Employee Appreciation 08/11/2025 26.09 56155 US Bank EIG*CONSTANTCONTACT.COM IT subscription 08/11/2025 99.00 56170 Hacienda Employee Appreciation Lunch 08/14/2025 6,345.00 56171 IAMP Pro Audio/Anthony J. Nocita Set-up, live production, associated support of city meetings and 08/14/2025 2,160.00 56172 Image Sales Employee ID Badges 08/14/2025 71.27
56173 Iron Mountain Iron Mountain Storage 08/14/2025 306.06 56179 Netkiller, Inc. GWS Enterprise Plus Annual Subscription 08/14/2025 22,464.00 56183 Pitney Bowes Bank Inc Purchase Power Postage meter refills 08/14/2025 3,407.32 56190 Universal Staffing Inc Temporary staffing services - City Hall 08/14/2025 2,152.00 56193 Xerox Financial Services Printer usage fees-All departments 08/14/2025 1,920.78 56197 AT&T Telephone service citywide 08/25/2025 1,030.14 56203 Carmel Pine Cone Legal noticing 08/25/2025 720.25 56206 CivicPlus LLC NextRequest (Archive Social) PRA Software 08/25/2025 10,128.51 56207 Comcast Cable service PD 08/25/2025 46.18
56208 Comcast Business NonNGEN internet and recurring charges 08/25/2025 644.40 56213 Digital Deployment Website Support Agreement 08/25/2025 700.00 56218 Image Sales Employee ID Badges 08/25/2025 67.35
56224 Office Depot, Inc. Administration Office supplies 08/25/2025 161.85 56229 Primo Brands Water service acct #8720006404 08/25/2025 609.74 56231 Quality Water Enterprises Inc-Culligan Invoice #1258796 Water services 08/25/2025 71.05 56238 Universal Staffing Inc Temporary staffing services - City Hall 08/25/2025 9,217.00 56239 US Bank JUNCTION NETWORKS, INC phone system charges 08/25/2025 858.74 56239 US Bank FRESHWORKS INC it software 08/25/2025 626.00 56239 US Bank MICROSOFT-G101331713 it software 08/25/2025 563.76 56239 US Bank JUNCTION NETWORKS, INC usage minutes 08/25/2025 394.38 56239 US Bank BITWARDEN it software 08/25/2025 35.00
56239 US Bank ZOOM.COM 888-799-9666 meeting software 08/25/2025 645.85 56239 US Bank ADOBE INC pdf software 08/25/2025 899.67
56239 US Bank BACKBLAZE INC it software 08/25/2025 88.25 56239 US Bank VILLAGE CORNER CARMEL intern welcome lunch 08/25/2025 123.66

Page 69 of 228 ends

56239 US Bank FRESHWORKS INC it software 08/25/2025 626.00 56239 US Bank JUNCTION NETWORKS, INC usage minutes 08/25/2025 396.08 56239 US Bank TST*BREADSONG intern welcome lunch 08/25/2025 111.48 56239 US Bank GOOGLE*CLOUD DVWQDM cloud software 08/25/2025 2.56 56239 US Bank OPENAI *CHATGPT SUBSCR AI POC work program 08/25/2025 900.00 56241 Verizon Wireless Cell phone sales and usage 08/25/2025 4,031.53 Total for Department: 111 City Administration 132,881.46 Department: 112 City Attorney
56128 Best Best & Krieger, Attorney At Law Legal fees: Telecommunications issue, Verizon litigation 08/11/2025 2,093.50 56162 Best Best & Krieger, Attorney At Law Legal fees: Telecommunications issue, Verizon litigation 08/14/2025 2,577.00 56163 Burke,Williams & Sorensen, LLP City Attorney services- 08/14/2025 31,200.81 Total for Department: 112 City Attorney 35,871.31
Department: 115 Community Planning & Building
56160 Avenu Insights & Analytics, LLC POP: 7/12/24-7/11/25 08/14/2025 14,000.00 56180 Office Depot, Inc. Code Enforcement Supplies 08/14/2025 83.63 56242 Veronica Tam and Associates Sites Inventory and Programs 08/25/2025 4,217.50 Total for Department: 115 Community Planning & Bu 18,301.13 Department: 116 Police
56145 Office Depot, Inc. PD Office supplies 08/11/2025 182.81 56149 Same Day Shred PD-Document shredding services 08/11/2025 60.00 56152 T2 Systems, Inc Ticketing Platform for PD:Hardware, software, tech support and d 08/11/2025 13,385.10 56155 US Bank PD Credit Card 08/11/2025 582.95
56158 AT&T PD Phone Tracking 08/14/2025 145.00
56178 Monterey Peninsula Regional SRU SRU Yearly Contribution FY 2025-2026 08/14/2025 5,000.00 56184 Rydin Decal Parking permit stickers 08/14/2025 1,001.54 56186 T2 Systems Canada Inc. T2 Parking Management System (yr3 of contract) 050823 updated fr 08/14/2025 158.33 56187 T2 Systems, Inc Automated Owner Lookups July 2025 08/14/2025 125.78 56188 Tracnet Corporation Trak net Maint 08/14/2025 23,569.65 56189 Transunion Risk & Alterna PD: Monthly fee for information services 08/14/2025 75.00 56211 De Lage Landen Financial Equipment Sale - Police Dept 08/25/2025 800.00 56212 Department of Justice/Accounting Office Police Dept Fingerprinting services 08/25/2025 352.00 56224 Office Depot, Inc. PD Office supplies 08/25/2025 72.05 56235 T2 Systems, Inc Citation collection services 08/25/2025 260.89 56239 US Bank WALMART.COM 8009256278 Office Supplies 08/25/2025 25.25 56239 US Bank GLF*BAYONETGOLF 08/25/2025 113.51
56239 US Bank VALLEY TROPHIES INC. 08/25/2025 543.52
56265 T2 Systems Canada Inc. Digital Iris Scanner Services 08/29/2025 75.00 56266 T2 Systems, Inc Citation collection services 08/29/2025 456.29 Total for Department: 116 Police 46,984.67
Department: 117 Fire
56132 City Of Monterey FY 24-25 Monthly fee Interim Fire Admin/Emerg Incident Mgmt 08/11/2025 271,133.00 56137 First Alarm Alarm services-Fire station 08/11/2025 190.00 56141 Mission Linen Service Fire Dept laundry service 08/11/2025 276.28 56167 City Of Monterey FY 25-26 Fire Services Fee per AG-1790 08/14/2025 283,803.00 56174 JD Repairs, Inc Fire Dept vehicle repairs 08/14/2025 2,998.39 56176 Mission Linen Service Fire Dept laundry service 08/14/2025 138.14 56219 JD Repairs, Inc Fire Dept vehicle repairs - previously underpaid 08/25/2025 617.94 56222 Mission Linen Service Fire Dept laundry service 08/25/2025 128.14 56255 City Of Monterey June 2025 Monterey Fire Dept Overtime Reimbursement 08/29/2025 18,314.84 Total for Department: 117 Fire 577,599.73
Department: 118 Ambulance
56129 Bound Tree Medical LLC Medical supplies AMB 08/11/2025 386.71 56132 City Of Monterey Ambulance Administration fee 08/11/2025 2,231.46 56146 Peninsula Welding & Medical Supply Amb Dept:Oxygen/hazardous materials transport service 08/11/2025 90.30 56169 Dr. James Stubblefield, MD, Inc Medical Director for Controlled Substance Oversight Annual Contr 08/14/2025 8,000.00 56182 Peninsula Welding & Medical Supply Peninsula Welding (O2 tanks) 08/14/2025 74.63 56211 De Lage Landen Financial Equipment Sale - Fire & Ambulance 08/25/2025 425.00 Total for Department: 118 Ambulance 11,208.10
Department: 119 Public Works
56136 Denise Duffy & Associates Planning and Environmental contract 9/3/24 #9387 08/11/2025 40,046.19 56142 Monterey One Water Current year membership and projects 08/11/2025 4,809.77 56194 Ailing House Pest Control Ailing House - City wide pest control 08/25/2025 304.00 56196 Always Under Pressure adjust float valve 08/25/2025 355.00 56199 Beau King Boot reimbursement per MOU FY25/26 08/25/2025 350.00 56200 Brian Steckler Council Chambers A/V Project 08/25/2025 5,952.50 56202 California Fire Protection, Inc. California Fire Protection, Inc. -Fire extinguisher service chec 08/25/2025 450.00 56204 Cintas Corp 2 (First Aid) Restock of 1st aide cabinet 08/25/2025 16.45 56205 Cintas Corporation Cintas- Uniforms for PW 08/25/2025 1,187.88 56211 De Lage Landen Financial Equipment Sale - Public Works 08/25/2025 925.00 56214 Dominic Marquez work boots FY25/26 08/25/2025 208.00 56215 Golden State Portables Golden State Portables - Portable potty service 08/25/2025 2,641.65 56216 Granite Construction Company Granite Construction- Asphalt 08/25/2025 1,128.82 56217 Granite Rock Company Granite Rock Company- Supplies 08/25/2025 298.97

Page 70 of 228 ends

56220 Justin Ono Reimbursement for boots fper MOU FY25/26 08/25/2025 300.00 56221 Layer 1 Networks Inc PD Security Project 08/25/2025 4,480.00 56223 Monterey County Health Department FA0813557 CERS ID:10431298 7/11/25 08/25/2025 26.00 56225 Overhead Door Co of Salinas Overhead Door Co - City Garage door service 08/25/2025 162.65 56228 Poe's Plumbing & Backflow Poes Plumbing & Backflow - City faciity plumbing service 08/25/2025 220.00 56232 Ross Roofing Inc Recoat deckand install top coast 08/25/2025 2,380.00 56233 Scarborough Lumber & Building Scarborough Ace Hardware - FACILITIES 08/25/2025 363.12 56234 Sherwin-Williams Co. Sherwin Williams 08/25/2025 155.97 56236 Terex Utilities Hi-Ranger Service 08/25/2025 1,872.84 56237 Tree Stuff Lockbox No 639707 Treestuff - Supplies for Forestry Division 08/25/2025 2,066.76 56240 Val Gaino Mileage for CCEC Conference 08/25/2025 148.90 56243 Zero Waste USA Zero Waste- Mutt Mitts 08/25/2025 6,642.40 56244 Zumar Industries, Inc. 8/5/25 53411 08/25/2025 750.33 56253 Carmel Towing & Garage Carmel Towing- Fuel for PW Vehicles 08/29/2025 2,104.20 56254 Cintas Corporation Cintas- Uniforms for PW 08/29/2025 490.89 56256 Edges Electrical Group Edges Electrical Supply - 08/29/2025 47.36 56257 Javier Hernandez Travel reinbursement for APWA conference 08/29/2025 357.48 56258 Martins Irrigation Supply, INC. Martins Irrigation 08/29/2025 125.86 56259 MJ Murphy Lumber and Hardware MJ Murphy Lumber and Hardware- Lumber 08/29/2025 1,358.58 56260 Municipal Maintenance Equipment MME- Sweeper gutter brooms 08/29/2025 1,913.05 56261 Napa Auto Parts Monterey Auto Supply, Napa- Vehicle Supplies 08/29/2025 62.02 56262 Robert Half Temporary staff for Forestry permit tech 08/29/2025 5,571.00 56263 Scarborough Lumber & Building Scarborough Ace Hardware - STREETS 08/29/2025 76.09 56264 Sentry Alarm Systems Sentry Alarm Systems - City facility alarm service 08/29/2025 467.05 56267 Tom Ford Reimbursement for getting city vehicle cleaned 08/29/2025 41.45 56268 US Bank THE BAGEL BAKERY-CARM Materials for the Storm Water Training class for all Public Works 08/29/2025 73.70 56268 US Bank CASQA 2025 CONF For Valerie Gaino to attend the California Stormwater Quality Association C 08/29/2025 885.00 56268 US Bank SOUTHWEST training travel 08/29/2025 123.96 56268 US Bank GRAINGER Pole pruner and pole saw kit 08/29/2025 495.00 56268 US Bank SHERRILLTREE Pole Pruner Poles 08/29/2025 137.82 56268 US Bank KEITH DAY COMPANY, INC Forestry supplies 08/29/2025 540.49 56268 US Bank 76 - LEMOS 76 Propane for Shop 08/29/2025 51.49 56268 US Bank WINNERS AWARDS & ENGRAVI Bench plaque paid for with donation. 08/29/2025 360.53 56268 US Bank LUCKY #703 Propane for shop 08/29/2025 81.53 56268 US Bank PANERA BREAD #601799 O food for public works staff meeting 08/29/2025 41.78 56269 Valley Saw & Garden Equipment Valley Saw tree supplies 08/29/2025 3,165.63 Total for Department: 119 Public Works 96,815.16
Department: 120 Library
56181 Pacific Grove Self Storage Storage Unit - Document storage 08/14/2025 407.00 Total for Department: 120 Library 407.00
Department: 121 Community Activities
56239 US Bank FY 2025-2026 Farmers' Market health dept. permit 08/25/2025 1,475.99 56239 US Bank Name plates for CA Commission members 08/25/2025 92.81 Total for Department: 121 Community Activities 1,568.80 Department: 122 Economic Revitalization
56164 Carmel Chamber of Commerce Visitor Center support Jul-Dec FY 25-26 08/14/2025 30,000.00 56185 See Monterey TOT Destination Marketing Jurisdiction Investment Q1, 07/01-9/30 08/14/2025 59,495.25 56191 Visit Carmel Marketing and Economic Development Funding FY 25-26 08/14/2025 30,000.00 Total for Department: 122 Economic Revitalization 119,495.25 Department: 130 Non-Departmental
56147 PG&E Citywide gas and electric services 08/11/2025 20,674.16 56156 Alliant Insurance Services AST Pollution Premium 08/14/2025 903.86 56195 Alliant Insurance Services AST Pollution Premium 08/25/2025 1,513.00 56201 Cal-Am Water Company Water service citywide 08/25/2025 21,980.20 56226 PG&E Citywide gas and electric services 08/25/2025 426.97 56230 Prism Public Risk Innovation April-June 2025 General Liability, Program 1 08/25/2025 23,010.72 Total for Department: 130 Non-Departmental 68,508.91
Department: 311 Capital Projects
56143 Mystaire 48" Latitude Fentanyl Series C Ductless hood-Includes all filter 08/11/2025 12,867.62 56150 SHI International Corp EOC laptop purchase: 1 HP Probbok 460 G11 Notebook 08/11/2025 13,150.00 56175 Margaret Clovis HE 25-216 (Library Annex) - Library CIP 08/14/2025 1,440.00 56210 Cypress Painting & Decorating, Inc. Fire Department painting and patch repairs 08/25/2025 4,860.00 Total for Department: 311 Capital Projects 32,317.62
Department: 513 Veh & Equip Replacement
56159 Attention to Decal PD Vehicle Details 08/14/2025 1,957.00 56192 Watsonville Ford 2025 Ford Explorer Purchase 1FM5K8AC2SGB34974 08/14/2025 122,960.32 Total for Department: 513 Veh & Equip Replacement 124,917.32 Grand Total 1,294,176.46

Page 71 of 228 ends

CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
October 6, 2025
CONSENT AGENDA (Estimated time - 5 min)
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Nova Romero, City Clerk
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: Resolution 2025-082 establishing the meeting dates of the City Council for calendar year 2026
RECOMMENDATION:

Adopt Resolution 2025-082 establishing the meeting dates of the City Council for calendar year 2026.

BACKGROUND / SUMMARY:

The Municipal Code requires the City Council to adopt an annual meeting calendar by December for the following year. To prepare this calendar, the Mayor and Mayor Pro Tem meet in advance to review the proposed 2026 meeting schedule. The attached Resolution (Attachment 1) lists the proposed Regular and Special City Council meeting dates for 2026.

Under the Municipal Code, Regular Meetings are generally held on the first Tuesday of each month at 4:30 p.m. A Special Meeting is typically scheduled for the Monday prior to the Regular Meeting, unless otherwise established from time to time. When a Tour of Inspection is scheduled on the same day as a Regular or Special Meeting, the time and location of the tour will be included in that meeting’s agenda.

The proposed 2026 calendar also adjusts for holidays that fall in the first week of the month to avoid conflicts. Adoption of this Resolution will set a consistent meeting schedule for the 2026 calendar year, while allowing enough time for staff to prepare and for the Council to review upcoming agendas.

Page 72 of 228 ends

FISCAL IMPACT:

None for this action.

PRIOR CITY COUNCIL ACTION:

Council routinely adopts the annual meeting schedule by Resolution for the following year at the end of the previous year.

ATTACHMENTS:

1. Resolution 2025-082

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL
RESOLUTION NO. 2025-082

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA

ESTABLISHING THE MEETING DATES OF THE CITY COUNCIL FOR CALENDAR YEAR 2026
WHEREAS, Section 2.04.010 of the City’s Municipal Code stipulates that the Council regular meetings are held on the first Tuesday of the month beginning at 4:30 p.m. and the Tour of Inspection (Special Meeting) are held on the Monday prior to the regular meeting of the month, unless otherwise established from time to time by Resolution; and WHEREAS, the Mayor and Mayor Pro Tem have proposed the 2026 Council Meeting Calendar to establish a balanced calendar, taking into consideration City Holidays, to allow sufficient time for agenda packet preparation and review; and WHEREAS, the proposed 2026 City Council Meeting dates are attached as Exhibit A.

NOW THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMELBY-THE-SEA DOES HEREBY:

Approve the calendar of the City Council Meetings for calendar year 2026 as attached hereto as Exhibit A.

PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 6th day of October, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED: ATTEST:

_________________________ _________________________
Dale Byrne Nova Romero, MMC
Mayor City Clerk
ATTACHMENT 1

Page 74 of 228 ends

Resolution No. 2025-082

Page 2 of 2 ends

EXHIBIT A
2026 City Council Meeting Dates
Special Council Meeting
(Monday preceding the Regular meeting)
3:00 p.m.

City Council Regular Meeting
(Tuesday)
4:30 p.m.

January 12* January 13*
February 2 February 3
March 2 March 3
April 6 April 7
May 4 May 5
June 1 June 2
July 6 July 7
August 3 August 4
August 31* September 1*
October 5 October 6
November 2 November 3
December 7 December 8
*Due to holiday at the beginning of the month
ATTACHMENT 1

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CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
October 6, 2025
CONSENT AGENDA (Estimated time - 5 min)
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Rob Culver, Public Works Superintendent
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: Resolution 2025-083 authorizing the purchase of a 2025 Ford F-550 LT40 Utility Bucket Truck from Terex Utilities under Sourcewell Contract Number 110421-TER in the amount of $196,173
RECOMMENDATION:

Adopt Resolution 2025-083 authorizing the purchase of a 2025 Ford F-550 LT40 Utility Bucket Truck from Terex Utilities under Sourcewell Contract Number 110421-TER in the amount of $196,173.

BACKGROUND / SUMMARY:

The Public Works Department has obtained a quote to replace a 1995 Ford F-800 HiRanger bucket truck with a new 2025 Ford F-550 LT40 utility bucket truck. The existing bucket truck is 31 years old, and its large size presents significant challenges for maneuvering on our city's small, narrow streets. A new, smaller bucket truck would be easier to operate, more agile in tight spaces, and more efficient for our operational and maintenance needs.

This truck would be used on a daily basis by the Public Works Forestry Division for inspecting tree canopies, tree trimming, removals, and hanging banners when needed.

Staff recommends that City Council adopt Resolution 2025-000 (Attachment 1) authorizing the purchase of a 2025 Ford F-550 LT40 utility bucket truck.

Quotes were obtained by Terex Utilities from Sourcewell, a local government procurement agency under contract number 110121-TER (Attachment 2).

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FISCAL IMPACT:

Funding for this bucket truck was included in the Council-approved Capital Improvement Plan budget for Fiscal Year 2025/2026 with funding of $180,000. The price quote for the new truck is $196,174. We have identified discretionary funds totaling $28,142, which are available after the recent purchase of two Ford electric Lightnings (Resolution 2025-073). These funds can be utilized to cover the difference between the approved budget and the cost of the new bucket truck.

PRIOR CITY COUNCIL ACTION:

At the June 3rd 2025 Council meeting, Council approved the FY 2025/26 Capital Improvement Plan which included an appropriation of $180,000 from the Vehicle and Equipment Fund for a Utility Bucket Truck.

At the September 8th 2025 Council meeting, Council approved Resolution 2025-073 for the purchase of (2) electic 2025 Ford F-150 Lightnings from Watsonville Ford under Sourcewell contract #091521-NEF in the amount of $121,857.56.

ATTACHMENTS:

1. Resolution 2025-083

2. Terex Quote

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL
RESOLUTION NO. 2025-083

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA APPROVING THE PURCHASE OF A 2025 FORD F-550 LT40 UTILITY BUCKET TRUCK FROM TEREX UTILITIES IN THE AMOUNT OF $196,173
WHEREAS, The existing Public Works Forestry Divisions bucket truck, a 1995 Ford F-800 Hi-Ranger, is thirty years old, its large size presents significant challenges for maneuvering on our city's small, narrow streets; and
WHEREAS, A new, smaller bucket truck would be easier to operate, more agile in tight spaces, and more efficient for our operational and maintenance needs; and WHEREAS, This truck would be used on a daily basis by the Public Works Forestry Division for inspecting tree canopies, tree trimming, removals, and hanging banners when needed; and WHEREAS, Quotes were obtained by Terex Utilities from Sourcewell, a local government procurement agency under contract number 110121-TER; and WHEREAS, At the June 3rd, 2025, Council meeting, Council approved the FY 25/26 Capital Improvement Plan which included an appropriation of $180,000 from the Vehicle and Equipment Fund for a Utility Bucket Truck; and
WHEREAS, Discretionary funds totaling $28,142, which are available after the recent purchase of two Ford electric Lightnings (Resolution 2025-073). These funds will be utilized to cover the difference between the approved budget and the cost of the new bucket truck ($196,174); and NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CARMELBYTHE-SEA:

Authorize the purchase of a 2025 Ford F-550 LT40 utility bucket truck in the amount of $196,174.

PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA this 6th day of October 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED: ATTEST:
_________________________ ______________________________ Dale Byrne, Mayor Nova Romero, MMC, City Clerk
ATTACHMENT 1

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Customer Order Acknowledgement
Terex USA, LLC dba Terex Utilities - 3140 15th Avenue SE - Watertown, SD 57201 - Phone: 605-882-4000 Date: 08/21/2025
Company: City of Carmel
Address: Junipero Street
City, state: Carmel-By-The-Sea, CA
Contact: Rob Culver
TEREX Quote #:

Stock Truck or Slot #:

Unit Model:

Baseline Price:

FET Tax Estimate: If Applicable
Service Center Upfit:

Grand Total:

QU34884
LT40
$ 196,173.00
$196,173.00
All Stock Trucks Are Subject To Prior Sale
Phone: 831-901-4888
Email: [email protected]
Sourcewell Contract Number: 110421-TER
This written description and attached specifications have been producted by Terex USA, LLC dba Terex Utilities and shall not be released, disclosed, nor duplicated without the written permission of Terex USA, LLC dba Terex Utilities.

Prices are subject to change until shipment. Applicable taxes and any applicable surcharges to be added. Taxes, shipping, handling and lead times are estimates and subject to change. Quoted prices are based on total package and subject to change if all items not purchased. All prices quoted are in U.S. dollars unless otherwise specified. Payment by cash or certified check only. Chassis price based off current pricing available at time of quote. Pricing is subject to change based on vehicle sourcing; final price to be confirmed prior to time of Invoice. Chassis payment is due within 30 days of chassis receipt at our facility. Quote withdrawn after 60 days.

Please ensure the accuracy of the specifications and drawings you provide. Changes made after receipt of order may incur additional charges. If you are trading equipment in, you warrant that: You have good title to the trade-in: it is free of all liens and encumbrances; all information you have provided related to the trade-in is true and correct.

Terex purchased chassis through Terex preferred International Dealer will include at no additional cost a special tow package for 12 months/unlimited mileage to nearest International Dealership for a warrantable failure. Coverage limited to $550 per incident. For roadside assistance call 1-800-448-7825.

Terex-purchased chassis through Terex preferred Freightliner Dealer will include at no additional cost a special tow package for 12 months/unlimited mileage/KM extended towing coverage $550 cap FEX applies. For roadside assistance call 1-800-FTL-HELP.

Notes: 1) Delivery Terms are CPT - 2020 .
- Delivery to customer included.
2) Payment Terms are INV 30 .
3) Delivery days from receipt of order shall be 23
0-260 Days .

Buyer hereby agrees to purchase the products In this quotation, subject to acceptance by Seller. Buyer has read and agrees to Seller's Terms and Conditions of Sale.

Buyer agrees that it shall not export or re-export Terex equipment or parts, technology, information or warranty related services directly or with its knowledge indirectty into: (a) Russia, Belarus or the following regions of Ukraine: Crimea, Sevastopol, Donetsk People's Republic (DNR), Luhansk People's Republic (LNR), Kherson and Zaporizhzhia; or (b) Iran, Cuba, Syria or North Korea without first obtaining written approval from Seller.

Terex USA, LLC dba Terex Utilities
Terex Utilities Inc. Accepted By: ----------------- 't<olo C.ul� r PO Number: _..;;;_ ?-0 _ __;; 2..bODO ___ ;::;,_ '3 I 2 ________ _ Account Manager: Grand Total: t1{ l'tb, ( 7 3
Matt Mayer Date: q�,i -z�
ATTACHMENT 2

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CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
October 6, 2025
CONSENT AGENDA (Estimated time - 5 min)
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Katherine Wallace, Associate Planner
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: Resolution 2025-084 authorizing a refund of a Design Review application fee in the amount of $3,611.25 to Esperanza Carmel Commercial LLC
RECOMMENDATION:

Adopt Resolution 2025-084 authorizing a refund of a Design Review application fee in the amount of $3,611.25 to Esperanza Carmel Commercial LLC.

BACKGROUND / SUMMARY:

On July 2, 2024, Ryan Aeschliman, Development Director, submitted a Design Review application for the property located on Lincoln Street 3 southwest of Ocean Avenue in the Central Commercial (CC) District. The proposed project was a roof deck located above a commercial building on APN 010-191-001-000, to be accessed via the La Rambla building on APN 010-201-002-000. The application fee was $4,815 ($990 for the Track 1 Major Design Review; $1,785 for a Design Review Referral to the Planning Commission; and $2,040 for a Phase 2 Historic Evaluation). On September 24, 2025, Ryan Aeschliman submitted a request to withdraw the application.

Adoption of the attached Resolution (Attachment 1) will authorize a refund of 75% of the permit fee cost in accordance with CMC Section 17.02.120 (Fees), which allows a partial refund of fees in the amount of 75% for applications that are withdrawn before a determination has been made as to whether the application is complete.

CMC Section 3.06.060 (Return of Funds) requires refunds of $1,000 or more to be approved by Council. Specifically, Section 3.06.060 states that “from time to time it

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becomes necessary to refund certain permit fees, taxes, licenses, etc., in the normal course of City business. Upon recommendation from the Assistant City Administrator, the City Administrator or his/her duly authorized representative is authorized to approve such refunds in an amount not to exceed $1,000. All refunds over $1,000 shall require approval by the City Council.”
FISCAL IMPACT:

Other than the cost of processing the refund, there is no fiscal impact to the City for issuing the permit fee refund.

PRIOR CITY COUNCIL ACTION:

N/A
ATTACHMENTS:

1. Resolution 2025-084

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL
RESOLUTION NO. 2025-084

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA AUTHORIZING A REFUND OF A DESIGN REVIEW APPLICATION FEE IN THE AMOUNT OF $3,611.25 TO ESPERANZA

CARMEL COMMERCIAL LLC
WHEREAS, the applicant, Ryan Aeschliman, Development Director, submitted Design Review application DR 24201 (Esperanza Carmel Commercial LLC) on behalf of Esperanza Carmel Commercial LLC on July 2, 2024; and
WHEREAS, the application fees collected totaled $4,815 ($990 for the Track 1 Major Design Review; $1,785 for a Design Review Referral to the Planning Commission; and $2,040 for a Phase 2 Historic Evaluation) for the review of the application; and
WHEREAS, the permit fee was paid by Carmel Realty Company Property Management Esperanza Carmel Commercial, LLC, on July 22, 2024; and
WHEREAS, on September 24, 2025 the applicant submitted a request to withdraw the application; and WHEREAS, CMC Section 17.02.120 (Fees) allows a partial refund of permit fees in the amount of 75% for applications that are withdrawn before a determination that the application is complete is made; and WHEREAS, the applicant withdrew the application on September 24, 2025 prior to staff deeming the application complete; and
WHEREAS, the applicant is entitled to a 75% refund of the permit fee which amounts to $3,611.25; and WHEREAS, CMC Section 3.06.060 (Return of Funds) requires refunds of $1,000 or more to be approved by the City Council.

NOW THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES HEREBY:

Authorize a refund of $3,611.25 to Esperanza Carmel Commercial LLC, which is 75% of the total collected permit fees for a Design Review application (DR 24201) submitted on July 2, 2024.

PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA, this 6th day of October, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED: ATTEST:
______________________________
Dale Byrne, Mayor
_______________________________
Nova Romero, MMC, City Clerk
ATTACHMENT 1

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CITY OF CARMEL-BY-THE-SEA
City Council
Staff Report
October 6, 2025

ORDERS OF BUSINESS
TO: Honorable Mayor and City Council Members
SUBMITTED BY: Marnie Waffle, Principal Planner, AICP
APPROVED BY: Chip Rerig, City Administrator
SUBJECT: Resolution 2025-085 Authorizing the City Administrator to Execute a Professional Services Agreement with Opticos for a not-to-exceed fee of $212,290 to prepare objective design and development standards (ODDS) for accessory dwelling units, multifamily residential, and mixed-use residential (Estimated time - 20 min)
RECOMMENDATION:

Adopt Resolution 2025-085 Authorizing the City Administrator to enter into a Professional Services Agreement (PSA) with Opticos Design, Inc., for a not-to-exceed fee of $212,290 to prepare objective design and development standards (ODDS) for accessory dwelling units, multifamily residential, and mixed-use residential.

BACKGROUND / SUMMARY:

Executive Summary
The City Council adopted the 6th cycle Housing Element on April 8, 2024. One of the implementation programs is the creation of objective design and development standards (ODDS) for multifamily housing. In December 2024, the city released a Request for Proposals (RFP) to solicit a consultant to prepare the ODDS. The City Council considered entering into a Professional Services Agreement with Opticos Design, Inc., for the preparation of ODDS for Carmel-by-the-Sea at the September 9, 2025, meeting and continued the discussion with direction to include more community engagement. The proposal now includes seven community meetings, the addition of a Principal team member, a 16-month project timeline, and a total contract cost of $212,290. Adoption of the attached Resolution (Attachment 1) will approve the revised

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agreement and proposal from Opticos (Attachments 2 & 3).

Background
Objective design and development standards, also known as ODDS, are a different way of writing design guidelines that eliminate subjectivity and provide developers with more certainty in the design review process, and reduce the time required to review and process multifamily housing applications, all while allowing cities and counties to maintain control over community character.

The ODDS approach to design guidelines transforms subjective design standards, such as "human-scaled entries are encouraged," to objective ones - "a front entry shall consist of a single door that is no taller than 7 feet, 6 inches." Just as standards related to building height, floor area, and setbacks do not create identical building forms on every lot, ODDS do not result in identical architectural design. Also, ODDS should not be confused with pre-approved plans, which are a fixed number of building designs intended to be reproduced in the same form and appearance. 6th Cycle Housing Element
The City Council adopted the 6th cycle Housing Element on April 8, 2024. Chapter 2 of the adopted Housing Element contains the Goals, Policies, and Programs. Goal HE-1 is to facilitate housing construction. Policy 4 is to improve development review and approval processes. Program 1.4.B is to create objective design and development standards to provide clarity and more objectivity in the review of multifamily housing projects.

One of the benefits of adopting objective design and development standards (ODDS) is to incentivize and accelerate the construction of affordable housing. Program 1.4.B states the City will create ODDS for multifamily housing projects that include at least one deed-restricted affordable housing unit. Additionally, housing projects located on sites listed in the Sites Inventory (Appendix C, Table C-3) that incorporate at least 20 percent of the units as affordable could also utilize ODDS.

Purchasing System (CMC Chapter 3.12)
Carmel Municipal Code Section 3.12.120 (Professional Services) allows the city to utilize requests for proposals (RFP) when considering the retention of professional services. “Professional Services” is defined as services provided to the city by independent consultants that are predominantly intellectual and varied in character – as opposed to manual or routine in nature – which require specialized knowledge of an advanced type generally acquired from study at an institution of higher learning, and entail the exercise of a wide degree of discretion and judgment when performing the services (e.g., lawyers, engineers, architects, certified public accountants and land use planners).

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Request for Proposals (RFP)
The city released a Request for Proposals (RFP) on December 18, 2024 (linked HERE). The deadline to submit proposals was February 3, 2025. Firms had 6 weeks to submit proposals; however, only one proposal, from William Fisher Architecture, was received. The overlap between the release of the proposal in midDecember and the holiday season may have affected the response rate. As a result, the city extended the RFP deadline twice: first to March 3rd and then to March 24th. As a result of the two extensions, the city received two additional proposals, one from MGroup and the other from Opticos.

City staff reviewed all three proposals and found two to be responsive to the RFP: MGroup and Opticos. Both firms are well-qualified to prepare ODDS and have demonstrated experience and proficiency in producing ODDS for various municipalities throughout California. The Community Planning and Building Department staff reviewed both proposals and interviewed the firms on their approach to the project before selecting the best candidate. Opticos Design was chosen due to their depth of experience, detailed proposal, and approach to developing ODDS for Carmel (the original proposal submitted by Opticos Design is linked HERE).

Opticos Design, Inc.

Opticos is a nationally recognized urban design, planning, and architecture firm passionate about creating vibrant, healthy, and sustainable places. For over 25 years, they have prepared downtown plans, revitalization strategies, and form-based codes (FBCs), including ODDS, for 23 California communities seeking to comply with new pro-housing State Laws, and provided strategic advice for communities nationwide.

They have maintained a consistent and highly respected track record with private and public clients who seek quality design responsive to the local context and public processes that are inclusive and effective in navigating complex local issues. They collaborate with the public, the development community, and planning staff to develop solutions and standards that deliver high-quality design and more housing choices.

Opticos Design is well known for its work on missing middle housing and authored the Association of Bay Area Governments (ABAG) Handbook on Objective Design Standards.

Project Scope
The approach to developing ODDS will be based on a field visit and microscale documentation of properties in Carmel, as well as their design elements by the Opticos Design team. A range of styles will be identified along with their character-defining details. This information will be used to engage the community in conversations about preferred architectural styles. Up to three architectural styles will be selected as prevalent styles and will form the basis for the ODDS. Within each style, a menu of design standards will be available, presented in an easy-to-use, graphically rich design format. The ODDS will meet applicable State law for projects that qualify for a

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streamlined application review.

Below is a summary of outreach efforts included in the revised proposal. • Virtual Local Industry Roundtable (1)
• In-Person Community Meetings (7)
• Virtual Planning Commission Study Sessions (2)
• In-Person Adoption Hearings (2)
The preparation of ODDS is divided into two phases: Phase One is for ADUs, and Phase Two is for Multi-Family/Mixed-Use buildings. ODDS for ADUs have been prioritized in Phase One and will be prepared in the first 8 months of the project. The following 8 months will focus on developing ODDS for multifamily and mixed-use projects. Including adoption hearings, the project is estimated to take 16 months to complete.

ODDS for Accessory Dwelling Units (ADUs)
Due to the increasing number of accessory dwelling units receiving building permits over the past few years, ODDS for ADUs has been prioritized in the first 8 months of this project. Four community meetings and a Planning Commission study session will provide opportunities for the community to actively participate and provide feedback during the development of ODDS.

The revised work plan currently budgets for two public hearings at the end of the project. If the City Council prefers to have the ADU ODDS fully adopted upon completion at the 8-month mark, an additional two public hearings would need to be added to the proposed budget, detailed work plan, and project schedule. The City Council can direct staff to include the additional public hearings in a motion to approve the contract. Or, the ODDS for ADUs can be adopted concurrently with the ODDS for multifamily and mixed-use projects.

ODDS for Multifamily & Mixed Use Projects
Objective design standards for multifamily and mixed-use projects will commence in earnest following the completion of the ODDS for ADUs. They are estimated to take 8 months to complete. Three additional community meetings and a Planning Commission study session devoted to the multifamily and mixed-use ODDS would be scheduled at key points during the development of the design standards, ensuring opportunities for the community to actively participate and provide feedback during the development of ODDS.

Environmental Review
CEQA Guidelines Section 15378.b.5 states that a project does not include governmental fiscal activities that do not involve any commitment to any specific project that may result in a potentially significant physical impact on the environment. The action by the City Council would authorize the City Administrator to enter into a PSA with a consultant to prepare ODDS that may be utilized for future unknown

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developments. It is not an activity that would result in either a direct or indirect physical change to the environment. Therefore, it is not a project subject to CEQA, as defined in Public Resources Code Section 21065 and CEQA Guidelines Section 15378.

FISCAL IMPACT:

The contract cost is a not-to-exceed amount of $212,290. Additionally, the city secured grant funding in the amount of $79,985 as part of the Regional Early Action Planning (REAP) 2.0 program.

PRIOR CITY COUNCIL ACTION:

The preparation of objective design and development standards is an implementation measure of the 6th cycle Housing Element adopted by the City Council on April 8, 2024.

ATTACHMENTS:

1. Resolution 2025-085

2. Revised PSA - Opticos Design Inc

3. Revised Opticos Proposal (Exhibit A)

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CITY OF CARMEL-BY-THE-SEA

CITY COUNCIL
RESOLUTION NO. 2025-085

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA

AUTHORIZING THE CITY ADMINISTRATOR TO ENTER INTO AND EXECUTE A PROFESSIONAL SERVICE AGREEMENT WITH OPTICOS DESIGN INC., FOR A NOTTO-EXCEED FEE OF $212,290, TO PREPARE OBJECTIVE DESIGN AND

DEVELOPMENT STANDARDS FOR MIXED-USE RESIDENTIAL, MULTI-FAMILY

RESIDENTIAL, AND ACCESSORY DWELLING UNITS
WHEREAS, on April 8, 2024, the City Council adopted the 6th cycle Housing Element, and on April 24, 2025, it was certified by the State of California Housing and Community Development (HCD) Department as being in substantial compliance with State law; and
WHEREAS, Program 1.4.B, Objective Design and Development Standards, has been included in the 6th cycle Housing Element to reduce subjectivity and uncertainty in the design review process and accelerate the review and approval process; and WHEREAS, the City issued a Request for Proposals (RFP) on December 18, 2024, with a deadline of February 3, 2025; and
WHEREAS, due to a low response rate, the city extended the deadline twice, first to March 3rd and again to March 24th; and
WHEREAS, the city received a total of three proposals, two of which met the minimum qualifications outlined in the request for proposals; and WHEREAS, staff reviewed the two proposals, one from M-Group and the other from Opticos Design, Inc., and found both to have the qualifications and experience to prepare objective design and development standards for Carmel-by-the-Sea; and WHEREAS, staff selected Opticos Design, Inc. as the most qualified consultant based on their form-based approach to objective design and development standards and extensive use of graphics to depict design elements; and WHEREAS, Opticos Design, Inc.’s experience includes authoring the Objective Design Standards Handbook for residential and mixed-use projects for the Association of Bay Area Governments (ABAG), for the cities of Santa Barbara and San Anselmo, and many other communities; and
ATTACHMENT 1

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Resolution 2025-085

Page 2 of 2 ends

WHEREAS, the project will be funded in part by a REAP 2.0 grant in the amount of $79,985; and
WHEREAS, CEQA Guidelines Section 15378.b.5 states that a “project” does not include governmental fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment.

As demonstrated above, preparation of the ODDS is intended to reduce subjectivity and uncertainty in the design review process. It is not an activity that would result in either a direct or indirect physical change to the environment and is not a project under CEQA as defined in Public Resources Code Section 21065 and CEQA Guidelines Section 15378; and
WHEREAS, on September 9, 2025, Council directed staff to work with Opticos to develop a revised proposal that increases the number of community engagement meetings to seven, adds a Principal team member, provides a 16-month project timeline, and sets a total not-to-exceed cost of $212,290 for these services.

NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL OF THE CITY OF CARMEL-BY-THE-SEA DOES HEREBY:

Authorize the City Administrator to execute a Professional Services Agreement with Opticos Design, Inc., for a not-to-exceed fee of $212,290 to create objective design and development standards for mixed-use residential, multi-family residential, and accessory dwelling units, and conduct seven (7) community engagement sessions.

PASSED AND ADOPTED BY THE CITY COUNCIL OF THE CITY OF CARMELBY-THE-SEA on this 6th day of October 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED: ATTEST:

Dale Byrne, Mayor Nova Romero, MMC, City Clerk
ATTACHMENT 1

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1 ATTACHMENT 2
1 of 19

PROFESSIONAL SERVICES AGREEMENT

OPTICOS
for the creation of
Objective Design and Development Standards (ODDS)
Agreement #

THIS AGREEMENT is executed this 9th day of September, 2025, by and between the City of CarmelBy-The-Sea, a municipal corporation (hereinafter "City"), and Opticos Design, Inc. (hereinafter "Consultant"), collectively referred to herein as the “parties”.

WHEREAS, the City wishes to engage Consultant to perform the services required by this Agreement; and WHEREAS, Consultant is willing to render such professional services, as hereinafter defined, on the following terms and conditions; and
WHEREAS, Consultant represents that it is trained, experienced, and competent and holds all necessary licenses and certifications to perform the services required by this Agreement.

NOW, THEREFORE, in consideration of the terms and conditions herein contained, the parties hereby covenant and agree as follows:

1. SERVICES
A. Scope of Services. Consultant agrees to provide to the City, as the scope of services (“Scope of Services”) under this Agreement, the following: develop objective design and development standards (ODDS) for qualifying accessory dwelling units, multi-family residential, and mixed-use projects. The Scope of Services is attached hereto as Exhibit A. The Scope of Services under this Agreement should include, but is not limited to, a project description, project phases, task descriptions, identification of key personnel, identification of subconsultants, their key personnel, and general description of services that will be performed, as further set forth in this Agreement and attachments hereto. Consultant agrees to all of the following:
i. Consultant will furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculations, and all other means whatsoever, except as otherwise expressly specified in this Agreement, necessary to perform the services required of Consultant under this Agreement. ii. Consultant’s designated representative(s) who are authorized to act on its behalf and to make all decisions in connection with the performance of services under this Agreement are listed in Exhibit A, Key Personnel, Compensation, and Fee Schedule, which is made a part of this Agreement.
iii. Consultant must make every reasonable effort to maintain the stability and continuity of Consultant’s key personnel and subcontractors, if any, listed in Exhibit A to perform the

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2 ATTACHMENT 2
2 of 19
services required under this Agreement. Consultant must notify City and obtain City’s written approval with respect to any changes in key personnel prior to the performance of any services by replacement personnel.
iv. Consultant must obtain City’s prior written approval before utilizing any subcontractors to perform any services under this Agreement. This written approval must include the identity of the subcontractor and the terms of compensation.
v. Consultant represents that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner. Consultant will at all times faithfully, competently, and to the best of its ability, experience, and talent, perform all services described in this Agreement.

In meeting its obligations under this Agreement, Consultant must employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Consultant under this Agreement. vi. City may inspect and accept or reject any of Consultant’s work under this Agreement, either during performance or when completed. Acceptance of any of Consultant’s work by City will not constitute a waiver of any of the provisions of this Agreement. vii. The Consultant must maintain any work site in the City in a safe condition, free of hazards to persons and property resulting from its operations.

B. Change Orders.
i. Agreements and Change Orders require City Council approval to be valid. ii. The City may order changes to the Scope of Services, consisting of additions, deletions, or other revisions, and the compensation to be paid Consultant will be adjusted accordingly.

All such changes must be authorized in writing, and executed by Consultant and City. The cost or credit to City resulting from changes in the services will be determined by the written agreement between the parties. However, any increase in compensation beyond the compensation limit amount approved by the City Council must be authorized in advance by the City Council and any service provided by Consultant in the absence of such approval are at Consultant’s sole risk.
iii. Consultant will not be compensated for any services rendered in connection with its performance of this Agreement that are in addition to or outside of those set forth in the Scope of Services or otherwise required by this Agreement, unless such additional services are authorized in advance and in writing by City.
iv. If Consultant believes that additional services are needed to complete the Scope of Services, Consultant will provide the City Administrator with written notification describing the proposed additional services, the reasons for such services, and a detailed proposal regarding cost.

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3 ATTACHMENT 2
3 of 19
C. Familiarity with Services and Site.
i. By executing this Agreement, Consultant represents that Consultant:
a. has thoroughly investigated and considered the Scope of Services to be performed; b. has carefully considered how the services should be performed; c. understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement; and
d. possesses all licenses required under local, state, or federal law to perform the services contemplated by this Agreement, and will maintain all required licenses during the performance of this Agreement.
ii. If services involve work upon any site, Consultant has or will investigate the site and is or will be fully acquainted with the conditions existing there, before commencing its services.

Should Consultant discover any latent or unknown conditions that may materially affect the performance of services, Consultant will immediately inform City of such fact and will not proceed except at Consultant’s own risk until written instructions are received from City.

2. COMPENSATION
A. Total Fee. Subject to any limitations set forth in this Agreement, the City agrees to pay and Consultant agrees to accept as full and fair consideration for the performance of this Agreement, hourly fees as set forth in Consultant’s Key Personnel, Compensation, and Fee Schedule (Exhibit A), for a base scope of work (not including optional tasks) in an amount not-to-exceed $212,290.00. Should City elect to engage Consultant in optional tasks, the procedures set forth in subsection 1.B Change Orders shall be followed. The Fee Schedule includes, but is not limited to, fees for each phase and task, not-to-exceed total fee, hourly rates, reimbursable rates, and subconsultant mark-up rates. The use of subconsultants will not be considered a reimbursable expense, and such costs must be applied towards the approved budgeted amount. Payment of any compensation to Consultant is contingent upon performance of the terms and conditions of this Agreement to the satisfaction of the City. If the City determines that the Services set forth in the written invoice have not been performed in accordance with the terms of this Agreement, the City is not responsible for payment until the Services have been satisfactorily performed.

B. Invoicing. Consultant must submit to the City monthly written invoices to the City’s Project Representative, identified in Section 5 below. Invoices must be prepared in a form satisfactory to the City, describing the services rendered and associated costs for the period covered by the invoice. The City will provide the invoicing format upon request. Consultant may not bill the City for duplicate services performed by more than one person. Consultant’s invoices must include, but are not limited to, the following information:
i. Project Title, the City’s Purchase Order number, and the City’s Project Code(s) for each project;
ii. Invoice number and date;

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iii. A brief description of services performed for each project phase and/or task; iv. The budgeted amount for each phase, task, and item, including the total amount, with the same for approved Change Orders, if any;
v. Amount invoiced to date divided by the agreed total compensation, expressed as a percentage, with the same for approved Change Orders, if any; vi. The amount earned and invoiced to date for each phase, task, and/or item, including the total amount, with the same for approved Change Orders, if any; vii. The amount previously invoiced for each phase, task, and/or item, including the total amount, with the same for approved Change Orders, if any; viii. The amount due for the period covered by this invoice for each phase, task, and/or item, including the total amount, with the same for approved Change Orders, if any; ix. For time and materials authorizations, the number of hours spent, by whom, and their hourly rate for each phase, task, and/or item, including the total amount; x. The costs incurred, including reimbursables, for each phase, task, and/or item for the agreed total compensation and approved Change Orders, if any, along with a brief description of those costs;
xi. The total amount due for the period covered by this invoice, including subconsultants and vendors of services or goods;
xii. Copies of subconsultant, vendor, and reimbursable invoices, including hourly breakdowns when requested by City; and
xiii. Copies of subconsultant and vendor lien releases.

Any such invoices must be in full accord with any and all applicable provisions of this Agreement.

Consultant must submit invoices to the City on or before the sixteenth (16th) day of each month for services performed in the preceding month.

The City will review each invoice submitted by Consultant to determine whether the work performed and expenses incurred are in compliance with this Agreement. In the event that no charges or expenses are disputed, the invoice will be approved and paid.

Except as to any charges for work performed or expenses incurred by Consultant that are disputed by City, the City will pay on each such invoice within thirty (30) days of receipt; provided, however, that Consultant submits an invoice which is not incorrect, incomplete, or not in accord with the provisions of this Agreement. If any charges or expenses are disputed by City, the invoice will be returned by City to Consultant for correction and resubmission, and the City will not be obligated

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to process any payment to Consultant until thirty (30) days after a correct and complying invoice has been submitted by Consultant. Payment to Consultant for services performed under this Agreement may not be deemed to waive any defects in the services performed by Consultant, even if such defects were known to City at the time of payment. City reserves the right to withhold future payment to Consultant if any aspect of the Consultant’s work is found to be non-conforming to the terms of this Agreement.

The City is not obligated to pay Consultant a greater percentage of the Maximum Authorized Expenditure than the actual percentage of services completed as of the invoice date.

Consultant agrees to remit and is responsible for all withholding taxes, income taxes, unemployment insurance deductions, and any other deductions required by applicable federal, state, or local laws and regulations for Consultant, its employees, subconsultants, and vendors of services or goods.

C. Adjustment of Maximum Authorized Expenditure. The City may increase or decrease the Maximum Authorized Expenditure by issuing a Change Order to the Agreement in accordance with Section 1.B “Change Orders” above. Should Consultant consider that any request or instruction from the City’s Project Representative constitutes a change in the scope of services, Consultant will advise the City’s Project Representative, in writing, within fourteen (14) calendar days of such request or instruction. Without said written advice within the time period specified, the City is not obligated to make any payment of additional compensation to Consultant.

D. Hourly Rates. Payment for all authorized services will be made by the City to Consultant in accordance with the hourly rates as set forth in the Consultant’s Key Personnel, Compensation & Fee Schedule (Exhibit A).

E. Subconsultants and Vendors. Invoices for subconsultants and vendors of services or goods will be paid by the City to Consultant in accordance with the rates as set forth in the Consultant’s Compensation & Fee Schedule (Exhibit A). All reimbursable expenses will be considered as included within the Maximum Authorized Expenditure. Consultant is solely responsible for payment to subconsultants and vendors of services or goods, and the City is not responsible or liable for any payments to subconsultants and vendors, either directly or indirectly.

F. Audit and Examination of Accounts:
i. Consultant must keep and will cause any assignee or subconsultant under this Agreement to keep accurate books of records and accounts, in accordance with sound accounting principles, which pertain to services to be performed under this Agreement. ii. Any audit conducted of books of records and accounts must be kept in accordance with generally accepted professional standards and guidelines for auditing. iii. Consultant must disclose and make available any and all information, reports, books of records, or accounts pertaining to this Agreement to the City and any city of the County of

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Monterey, or other federal, state, regional, or governmental agency which provides funding for these Services.
iv. Consultant must include the requirements of Section 2F, “Audit and Examination of Accounts,” in all contracts with assignees or subconsultants under this Agreement. v. All records provided for in this Section are to be maintained and made available throughout the performance of this Agreement and for a period of not less than four (4) years after full completion of the Services. All records which pertain to actual disputes, litigation, appeals, or claims must be maintained and made available for a period of not less than four (4) years after final resolution of such disputes, litigation, appeals, or claims.

3. AGREEMENT TERM
A. Term. The work under this Agreement will commence upon execution of this contract and must be completed by March 31, 2026, unless sooner terminated or the City grants an extension of time in writing pursuant to the terms of this Agreement, except for provisions in this Agreement that will survive the termination or completion of this Agreement. Consultant will perform Change Order services as set out in Section 1.B, “Amendment of Services (Change Orders),” in a timely manner or in accordance with the agreed upon Change Order Project Schedule.

B. Timely Work. Consultant will perform all Services in a timely fashion, as set forth more specifically in Section 3.A, “Term,” and Section 3.C, “Project Schedule,” of this Agreement. Failure to perform is deemed a material breach of this Agreement, and the City may terminate this Agreement with no further liability hereunder, or may authorize, in writing, an extension of time to the Agreement.

C. Project Schedule. Services must be completed by Consultant in accordance with the Project Schedule set forth in Exhibit A. The parties may, from time to time, by Change Order, alter the Project Schedule. Consultant will provide the Services pursuant to the Project Schedule or any applicable Project Schedule Change Order. If at any time Consultant discovers that the Project Schedule cannot be met, Consultant must promptly notify the City in writing and provide a revised Project Schedule for review and consideration by City.

D. Notice to Proceed. Upon execution of this Agreement by both parties and the receipt of all documentation required by this Agreement to be provided by Consultant to the City, including proof of insurance and tax identification numbers, the City will issue a written Notice to Proceed to the Consultant. The City may, in its sole discretion, issue subsequent notices from time to time regarding further portions or phases of the work. Upon receipt of such notices, Consultant will diligently proceed with the Services authorized and complete those Services within the agreed time specified in said notice. Consultant will not proceed with any of the Services unless they have received a Notice to Proceed from the City.

4. CONSULTANT’S EMPLOYEES AND SUBCONSULTANTS

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A. Listed Employees and Subconsultants. Consultant will perform the Services using the individuals listed in the Key Employees and Subconsultants List attached hereto in Exhibit A.

B. Substitution of Employees or Subconsultants:
i. Consultant may not substitute any key employee or subconsultant listed in Exhibit A without the prior written approval of the City, and such approval will not be unreasonably withheld.

The City will not approve removal or substitution of employees or subconsultants for the reason that Consultant or its affiliates has called on such individuals to perform services for another client of the Consultant.
ii. If, at any time, the City reasonably objects to the performance, experience, qualifications or suitability of any of Consultant’s employees or subconsultants, then Consultant may, upon written request from the City, replace such employee or subconsultant. Consultant must, subject to scheduling and staffing considerations, make reasonable efforts to replace the individual with an individual of similar competency and experience. iii. Whether or not the City consents to or requests a substitution of any employee or subconsultant of Consultant, the City will not be liable to pay additional compensation to Consultant for any replacement or substitution.

C. Sub-agreements with Subconsultants. Consultant will incorporate the terms and conditions of this Agreement into all sub-agreements with subconsultants in respect of the Services necessary to preserve all rights of the City under this Agreement. Consultant is fully responsible to the City of all acts and omissions of subconsultants and of persons employed by any subconsultant.

D. Not an Agent of the City. Nothing in this Agreement will be interpreted to render the City the agent, employer, or partner of Consultant, or the employer of anyone working for or subcontracted by Consultant, and Consultant must not do anything that would result in anyone working for or subcontracted by Consultant being considered an employee of the City.

Consultant is not, and must not claim to be, an agent of the City.

E. Independent Contractor:
i. Consultant is an independent contractor. This Agreement does not create the relationship of employer and employee, a partnership, or a joint venture. The City may not control or direct the details, means, methods, or processes by which Consultant performs the Services.

Consultant is responsible for the performance of the Services and may not delegate or assign any Services to any other person except as provided for in this Agreement. Consultant is solely liable for the work quality and conditions of any partners, employees, and subconsultants.
ii. No offer or obligation of permanent employment with the City or particular City department or agency is intended in any manner, and Consultant may not become entitled by virtue of this Agreement to receive from the City any form of employee benefits, including but not limited to sick leave, vacation, retirement benefits, workers’ compensation coverage,

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insurance, or disability benefits. Consultant will be solely liable for and obligated to pay directly all applicable taxes, including federal and state income taxes and social security, arising out of Consultant’s performance of Services under this Agreement. Consultant will defend, indemnify, and hold the City harmless from any and all liability, which the City may incur because of Consultant’s failure to pay such taxes.

5. REPRESENTATIVES AND COMMUNICATIONS
A. City’s Project Representative. The City appoints the individual named below as the City’s Project Representative for the purposes of this Agreement (“City’s Project Representative”). The City may unilaterally change its project representative upon notice to Consultant.

Name: Marnie R. Waffle, AICP
Title: Principal Planner
Company: City of Carmel-by-the-Sea
Address: PO Box CC, Carmel-by-the-Sea, CA 93921
Telephone: (831) 620-2057
Email: [email protected]
B. Consultant’s Project Manager. Consultant appoints the person named below as its Project Manager for the purposes of this Agreement (“Consultant’s Project Manager”).

Name: Drew Finke
Title: Senior Associate
Address: 2100 Milvia Street, Suite 125, Berkeley, CA 94704 Telephone: (510) 809-9518
Email: [email protected]
C. Meet and Confer. Consultant agrees to meet and confer with the City’s Project Representative, its agents, or employees with regard to Services as may be required by the City to ensure timely and adequate performance of this Agreement.

D. Communications and Notices. All communications between the City and Consultant regarding this Agreement, including performance of Services, will be between the City’s Project Representative and Consultant’s Project Manager. Any notice, report, or other document that either party may be required or may wish to give to the other must be in writing and will be validly given to and received by the addressee, if delivered personally, on the date of such personal delivery, if delivered by email, on the date of transmission, or if by mail, seven (7) calendar days after posting.

6. INDEMNIFICATION
Consultant hereby agrees to the following indemnification clause:

To the fullest extent permitted by law (including, without limitation, California Civil Code Sections 2782 and 2782.6), Consultant will defend (with legal counsel reasonably acceptable to the City),

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indemnify and hold harmless the City and its officers, designated agents, departments, officials, representatives and employees (collectively "Indemnitees") from and against claims, loss, cost, damage, injury expense and liability (including incidental and consequential damages, Court costs, reasonable attorneys' fees as may be determined by the Court, litigation expenses and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation) to the extent they arise out of, pertain to, or relate to, the negligence, recklessness, or willful misconduct of Consultant, any subconsultant or subcontractor, anyone directly or indirectly employed by them, or anyone that they control (collectively "Liabilities"). Such obligations to defend, hold harmless, and indemnify any Indemnitee will not apply to the extent that such Liabilities are caused in part by the active negligence or willful misconduct of such Indemnitee.

Notwithstanding the provisions of the above paragraph, Consultant agrees to indemnify and hold harmless the City from and against all claims, demands, defense costs, liability, expense, or damages arising out of or in connection with damage to or loss of any property belonging to Consultant or Consultant's employees, subconsultants, representatives, patrons, guests or invitees.

In no event will the obligation of the Consultant exceed the limitations on the duty to defend and indemnify as set forth in Civil Code Sections 2782, 2782.6, and 2782.8.

7. INSURANCE
Consultant must submit and maintain in full force all insurance as described herein. Without altering or limiting Consultant's duty to indemnify, Consultant must maintain in effect throughout the term of this Agreement a policy or policies of insurance with the following minimum limits of liability:

A. Commercial General Liability Insurance, including but not limited to premises, personal injuries, bodily injuries, property damage, products, and completed operations, with a combined single limit of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate.

B. Professional Liability Insurance with limits of not less than $1,000,000 per occurrence or claim and $2,000,000 in the aggregate. Consultant will have a policy for professional liability coverage that provides coverage on an occurrence basis or obtain extended reporting (tail) coverage (with the same liability limits) for at least three years following the City's acceptance of the work.

C. Automobile Liability Insurance covering all automobiles, including owned, leased, non-owned, and hired automobiles, used in providing Services under this Agreement, with a combined single limit of not less than $1,000,000 per occurrence.

D. Workers' Compensation Insurance. If Consultant employs others in the performance of this Agreement, Consultant must maintain Workers' Compensation insurance in accordance with California Labor Code section 3700 and with a minimum of $1,000,000 per occurrence.

E. Other Insurance Requirements:
i. All insurance required under this Agreement must be written by an insurance company either:

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a. Admitted to do business in California with a current A.M. Best rating of no less than A:VI; or
b. An insurance company with a current A.M. Best rating of no less than A:VII.

Exception may be made for the State Compensation Insurance Fund when not specifically rated.
ii. Each insurance policy required by this Agreement may not be canceled, except with prior written notice to the City.
iii. All liability and auto policies must:
a. Provide an endorsement naming the City of Carmel-by-the-Sea, its officers, officials, employees, and volunteers as additional insureds. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 23 37 forms if later revisions used).
b. Provide that such Consultant’s insurance is primary as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City is excess to the Consultant’s insurance and will not contribute with it. c. Contain a “Separation of Insureds” provision substantially equivalent to that used in the ISO form CG 00 01 10 01 or their equivalent.
d. Provide for a waiver of any subrogation rights against the City via an ISO CG 24 01 10 93 or its equivalent.
iv. Prior to the start of work under this Agreement, Consultant will file certificates of insurance and endorsements evidencing the coverage required by this Agreement with the City.

Consultant will file a new or amended certificate of insurance promptly after any change is made in any insurance policy which would alter the information on the certificate then on file.
v. Neither the insurance requirements hereunder, nor acceptance or approval of Consultant’s insurance, nor whether any claims are covered under any insurance, may in any way modify or change Consultant’s obligations under the indemnification clause in this Agreement, which will continue in full force and effect. All coverage available to the Consultant as named insured will also be available and applicable to the additional insured.

Notwithstanding these insurance requirements, Consultant is financially liable for its indemnity obligations under this Agreement.
vi. All policies must be written on a first dollar coverage basis or contain a deductible provision. Any deductibles or self-insured retentions (“SIR”) must be declared to and approved by the City. At the option of the City, either: the insured will reduce or eliminate such deductibles or SIR as respects the City, its officers, officials, employees and

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volunteers; or Consultant will provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses. In no event will any SIR or insurance policy contain language, whether added by endorsement or contained in the policy conditions, that prohibits satisfaction of any self-insured provision or requirement by anyone other than the named insured, or by any means, including other insurance, or which is intended to defeat the intent or protection of an additional insured.
vii. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. viii. Consultant must require and verify that all subconsultants and subcontractors maintain insurance meeting all the requirements in this Agreement. ix. If Consultant, for any reason, fails to have in place at all times during the term of this Agreement all of the required insurance coverage, the City may, but is not obligated to, obtain such coverage at Consultant’s expense and deduct the cost from the sums due Consultant. Alternatively, City may terminate the Agreement. x. The existence of the required insurance coverage under this Agreement will not be deemed to satisfy or limit Consultant’s indemnity obligations under this Agreement.

Consultant acknowledges that the insurance coverage and policy limits set forth in this Agreement constitute the minimum coverage and policy limits required. Should any coverage carried by the Consultant or any subcontractor of any tier have limits of liability that exceed the limits or have broader coverage than required in this Agreement, those higher limits and that broader coverage are deemed to apply for the benefit of any person or organization included as an additional insured and those limits and broader coverage will become the required minimum limits and insurance coverage in all sections of this Agreement. Any insurance proceeds available to City in excess of the limits and coverages required by this Agreement, and which is applicable to a given loss, must be made available to City to compensate it for such losses.
xi. Consultant must give City prompt notice of claims made of lawsuits initiated that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability insurance policies. xii. The Consultant hereby waives any right of subrogation that any of its insurers may have or that they may accrue out of the payment of any claim related to the Consultant’s performance of this Agreement, regardless of whether any endorsements required by this section are obtained.

8. PERFORMANCE STANDARDS
A. Consultant warrants that Consultant and Consultant’s agents, employees, and subconsultants performing Services under this Agreement are specially trained, experienced, and competent and have the degree of specialized expertise contemplated within California Government Code

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Section 37103, and further, are appropriately licensed to perform the work and deliver the Services required under this Agreement.

B. Consultant, its agents, employees, and subconsultants must perform all Services in a safe and skillful manner consistent with the usual and customary standards of care, diligence, and skill ordinarily exercised by professional consultants in similar fields in accordance with sound professional practices. All work product of Consultant must comply with all applicable laws, rules, regulations, ordinances, and codes. Consultant also warrants that it is familiar with all laws that may affect its performance of this Agreement and will advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. All Services performed under this Agreement that are required by law to be performed or supervised by licensed personnel must be performed in accordance with such licensing requirements.

C. Consultant must furnish, at its own expense, all materials, equipment, and personnel necessary to carry out the terms of this Agreement. Consultant may not use the City premises, property (including equipment, instruments, or supplies), or personnel for any purpose other than in the performance of its obligations under this Agreement.

D. Consultant agrees to perform all work under this Agreement to the satisfaction of City and as specified herein. The City’s Project Representative or his or her designee will evaluate the work.

If the quality of work is not satisfactory, City, in its discretion, may meet with Consultant to review the quality of work and resolve the matters of concern, and may require Consultant to repeat the work at no additional fee until it is satisfactory.

9. CITY INFORMATION AND RESOURCES
A. Available Information. The City will make available to Consultant all relevant information, plans, maps, reports, specifications, standards, and pertinent data that are in the hands of the City and are required by Consultant to perform the Services. Consultant may rely upon the accuracy and completeness of such information and data furnished by the City, except where it is stated otherwise or is unreasonable.

B. City Resources. The City acknowledges that Consultant’s ability to provide the Services in accordance with this Agreement may be dependent on the City providing available information and resources in a prompt and timely manner as reasonably required by Consultant. To the extent that the City fails to provide City resources, Consultant will not be liable for any resulting delay in the Services or failure to meet the Project Schedule, but in no event will such delay or failure to provide City resources constitute a breach of this Agreement by the City, nor will Consultant be entitled to extra compensation for same. Consultant’s sole remedy shall be an extension of time to complete the Scope of Services.

C. Obligations of Consultant. No reviews, approvals, or inspections carried out or supplied by the City will derogate from the duties and obligations of Consultant, and all responsibility related to performance of the Services will be and remain with Consultant.

10. OWNERSHIP AND USE OF MATERIALS

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A. Ownership of the Materials. All data, studies, reports, calculations, field notes, sketches, designs, drawings, plans, specifications, cost estimates, manuals, correspondence, agendas, minutes, notes, audio-visual materials, photographs, models, software data, computer software (if purchased on the City’s behalf) and other documents or products produced by Consultant under this Agreement (collectively, “the Materials”) are and will remain the property of the City even though Consultant or another party may have physical possession of them or a portion thereof.

Consultant hereby waives, in favor of the City, any moral rights Consultant, its employees, subconsultants, vendors, successors, or assignees may have in the Materials.

B. No Patent or Copyright Infringement. Consultant guarantees that in its creation of the Materials produced under this Agreement, no federal or state patent or copyright laws were violated.

Consultant agrees that all copyrights, which arise from creation of the work or Services pursuant to this Agreement, will be vested in the City and waives and relinquishes all claims to copyright or intellectual property rights in favor of the City. Consultant covenants that it will defend, indemnify, and hold City harmless from any claim or legal action brought against the City for alleged infringement of any patent or copyright related to City’s use of Materials produced by Consultant and its employees, agents, and subconsultants under this Agreement.

C. Delivery and Use of the Materials. All Materials will be transferred and delivered by Consultant to the City without further compensation following the expiration or sooner termination of this Agreement, provided that the City may, at any time prior to the expiration or earlier termination of this Agreement, give written notice to Consultant requesting delivery by Consultant to the City of all or any part of the Materials in which event Consultant must forthwith comply with such request. The Materials created electronically must be submitted in a format and medium acceptable to the City. The Materials may be used by the City in any manner for the intended purpose or as part of its operations associated with the Materials.

D. Survival of Ownership and Use Provisions. The provisions contained in Section 10, Ownership and Use of Materials survives the expiration or earlier termination of this Agreement, and that this Section is severable for such purpose.

E. Additional Copies. If the City requires additional copies of reports or any other material that Consultant is required to furnish as part of the Services under this Agreement, Consultant must provide such additional copies, and the City will compensate Consultant for the actual costs related to the production of such copies by Consultant.

11. CONFIDENTIALITY
A. No Disclosure. Consultant must keep confidential and may not disclose, publish, or release any information, data, or confidential information of the City to any person other than representatives of the City duly designated for that purpose in writing by the City. Consultant may not use for Consultant’s own purposes, or for any purpose other than those of the City, any information, data, or confidential information Consultant may acquire as a result of the performance of the Services under this Agreement. Consultant must promptly transmit to the

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City any and all requests for disclosure of any such confidential information or records. The obligations under this Section will survive the expiration or earlier termination of this Agreement.

B. California Public Records Act. Consultant acknowledges that the City is subject to the California Public Records Act (Government Code Section 6250 et seq.), known as the “PRA,” and agrees to any disclosure of information by the City as required by law. Consultant further acknowledges that it may have access to personal information as defined under the PRA, and Consultant will not use any such personal information for any purposes other than for the performance of Services under this Agreement without the advance written approval of the City.

All Scopes of Services and related documents received will be public records, with the exception of those elements identified by the Consultant as business trade secrets and are plainly marked “Trade Secret,” “Confidential,” or “Proprietary.” If disclosure is required under the PRA or otherwise by law, the City will not be liable or responsible for the disclosure of any such records, and the Consultant will indemnify, defend, and hold the City harmless for any such disclosure.

12. CONFLICT OF INTEREST
Consultant covenants that neither Consultant nor any officer, principal, or employee of its firm has or will acquire any interest, directly or indirectly, that would conflict in any manner with the interests of City relating to this Agreement or that would in any way hinder Consultant’s performance of services under this Agreement. Consultant’s attention is directed to the conflict of interest rules applicable to governmental decision-making contained in the Political Reform Act (California Government Code Section 87100 and following) and its implementing regulations (California Code of Regulations, Title 2, Section 18700 et seq.), and California Government Code section 1090.

Consultant is required to file a Form 700 in compliance with the City’s Conflict of Interest Code unless a written determination by the City Administrator is made modifying or eliminating said requirement, or unless otherwise exempted by law.

In addition, Consultant, Consultant’s employees, and subconsultants agree as follows:

A. That they will conduct their duties related to this Agreement with impartiality, and must, if they exercise discretionary authority over others in the course of those duties, disqualify themselves from dealing with anyone with whom a relationship between them could bring the impartiality of Consultant or its employees into question;
B. May not influence, seek to influence, or otherwise take part in a decision of the City knowing that the decision may further their private interests;
C. May not accept any commission, discount, allowance, payment, gift, or other benefit connected, directly or indirectly, with the performance of Services related to this Agreement, that causes, or would appear to cause, a conflict of interest;
D. May have no financial interest in the business of a third party that causes, or would appear to cause, a conflict of interest in connection with the performance of the Services related to this

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Agreement, and if such financial interest is acquired during the term of this Agreement, Consultant must promptly declare it to the City, and;
E. May not, during the term of this Agreement, perform a service for, or provide advice to, any person, firm, or corporation, which gives rise to a conflict of interest between the obligations of Consultant under this Agreement and the obligations of Consultant to such other person, firm, or corporation.

13. DISPUTE RESOLUTION
A. Dispute Resolution Procedures. The parties will make reasonable efforts to promptly resolve any dispute, claim, or controversy arising out of or related to this Agreement (“Dispute”) using the Dispute Resolution Procedures set forth in this Section.

B. Negotiations. First, the City’s Project Representative and Consultant’s Project Manager will make reasonable efforts to resolve any Dispute by amicable negotiations and will provide frank, candid, and timely disclosure of all relevant facts, information, and documents to facilitate negotiations.

Should these negotiations be unsuccessful in resolving the Dispute, the matter will be promptly referred to the City Administrator or designee, and the Consultant’s Principal, who will meet and confer, in good faith, to resolve the Dispute to the mutual satisfaction of the parties.

C. Mediation. If all or any portion of a Dispute cannot be resolved by good faith negotiations as set forth above within thirty (30) days of the date that the matter was referred to the City Administrator pursuant to subsection B above, either party may, by notice to the other party, submit the Dispute for formal mediation to a mediator selected mutually by the parties from the Monterey Superior Court’s Court-Directed Mediator Panel list. The duration of any such mediation may not exceed 2 hours unless otherwise agreed to by the parties. The cost of the mediation (including fees of mediators) will be borne equally by the parties, and each party will bear its own costs of participating in mediation. The mediation will take place within or in close proximity to the City of Carmel-by-the-Sea.

In any mediation conducted pursuant to this section, the provisions of California Evidence Code section 1152 will be applicable to limit the admissibility of evidence disclosed by the parties in the course of the mediation. In the event the parties are unsuccessful in resolving the dispute through the mediation process, then the parties agree that the dispute will be submitted to Binding Arbitration to a single Arbitrator in accordance with the existing Rules of Practice and Procedure of the Judicial Arbitration and Mediation Services, Inc. (JAMS) within thirty (30) days of the close of mediation as declared by the mediator.

D. Arbitration. The submission to Mediation and Arbitration in accordance with the requirements of this section of any and all agreements, differences, or controversies that may arise hereunder is made a condition precedent to the institution of any action or appeal at law or in equity with respect to the controversy involved. The award by the arbitrator will have the same force and effect and may be filed and entered, as a judgment of the Superior Court of the State of California and is subject to appellate review upon the same terms and conditions as the law permits for judgments of Superior Courts. A “Prevailing Party” will be determined in the Arbitration, and the

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prevailing party will be entitled to reasonable attorney’s fees and costs incurred, and accrued interest on any unpaid balance that may be due. Costs will include the cost of any expert employed in the preparation or presentation of any evidence. All costs incurred and reasonable attorney fees will be considered costs recoverable in that proceeding and will be included in any award.

14. TERMINATION OF AGREEMENT
A. Termination for Cause or Default. The City reserves the right to immediately terminate this Agreement, in whole or in part, if Consultant or any subconsultant defaults or fails to deliver the Services in accordance with the terms and conditions of this Agreement. Such termination must be in writing, setting forth the effective date of termination, and will not result in any penalty or other charges to the City, and may be issued without any prior notice. Without limitation, Consultant is in default of its obligations contained in this Agreement if Consultant, or any subconsultant:
i. Fails to perform the required Services within the term and/or in the manner provided under this Agreement;
ii. Fails to supply sufficient, properly skilled workers or proper workmanship, products, material, tools, and equipment to perform the Services; iii. Fails to observe or comply with all laws, ordinances, including all requirements of governmental or quasi-governmental authorities, including federal, state, and local government enactments, bylaws, and other regulations now or, following the date of this Agreement, in force that pertain to;
iv. Fails to observe or comply with the City’s reasonable instructions; v. Breaches the Conflict of Interest provisions of this Agreement; or vi. Otherwise violates any provision of this Agreement.

B. Termination for Convenience. The City may, at its option and sole discretion, terminate this Agreement, in whole or in part, with or without cause, at any time during the Agreement Term for the convenience of the City, upon ten (10) days written notice to the Consultant.

C. Steps after Termination:
i. Upon termination of this Agreement by the City for any reason, the City will pay Consultant for satisfactorily performed Services and disbursements incurred by Consultant to the date of termination pursuant to this Agreement, less any amounts necessary to compensate the City for damages or costs incurred by the City arising from Consultant’s default.

Termination will be without prejudice to any other rights or remedies the City may have.

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17 ATTACHMENT 2
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ii. Upon receipt of written notice of termination of this Agreement by the City for any reason, Consultant must:
a. Promptly cease all Services, including Services provided by any subconsultant, unless otherwise directed by the City; and
b. Deliver to the City all the Materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. Such Materials are to be delivered to the City in completed form; however, notwithstanding the provisions of Section 10, Ownership and Use of Materials, herein, the City may condition payment for services rendered to the date of termination upon Consultant’s delivery to the City of such Materials.
iii. If this Agreement is terminated by the City for any reason, the City is hereby expressly permitted to assume the projects and Services, and to complete them by any means, including, but not limited to, an agreement with another party.

15. LEGAL ACTION / VENUE
A. Should either party to this Agreement bring legal action against the other, the validity, interpretation, and performance of this Agreement will be controlled by and construed under the laws of the State of California, excluding California’s choice of law rules.

B. Venue for any such action relating to this Agreement will be in Monterey County.

C. If any legal action or proceeding, including action for declaratory relief, is brought for the enforcement of this Agreement or because of an alleged dispute, breach, default or misrepresentation in connection with this Agreement, the prevailing party may recover reasonable attorneys’ fees as may be determined by the Arbitrator, experts’ fees, and other costs, in addition to any other relief to which the party may be entitled.

16. MISCELLANEOUS PROVISIONS
A. Non-discrimination. During the performance of this Agreement, Consultant, and its subconsultants, may not unlawfully discriminate against any person because of race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, marital status, age, or sexual orientation, either in Consultant’s employment practices or in the furnishing of services to recipients. Consultant further acknowledges that harassment in the workplace is not permitted in any form, and will take all necessary actions to prevent such conduct.

B. Acceptance of Services Not a Release. Acceptance by the City of the Services to be performed under this Agreement does not operate as a release of Consultant from professional responsibility for the Services performed.

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18 ATTACHMENT 2
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C. Force Majeure. Either party is absolved from its obligation under this Agreement when and to the extent that performance is delayed or prevented, and in the City’s case, when and to the extent that its need for vehicles, materials, or Services to be supplied hereunder is reduced or eliminated by any course, except financial, for reasons beyond its control. Such reasons include, but are not limited to: earthquake, flood, epidemic, fire, explosion, war, civil disorder, act of God or of the public enemy, act of federal, state or local government, or delay in transportation to the extent that they are not caused by the party’s willful or negligent acts or omissions, and to the extent that they are beyond the party’s reasonable control.

D. Headings. The headings do not govern, limit, modify, or in any manner affect the scope, meaning, or intent of the provisions of this Agreement. The headings are for convenience only.

E. Entire Agreement. This Agreement, including the Exhibits attached hereto, constitutes the entire agreement between the parties hereto with respect to the terms, conditions, and Services and supersedes any and all prior proposals, understandings, communications, representations, and agreements, whether oral or written, relating to the subject matter thereof pursuant to Section 1B, “Change Order of Services.” Any Change Order to this Agreement will be effective only if it is in writing, signed by both parties hereto, and will prevail over any other provision of this Agreement in the event of inconsistency between them.

F. Conflict between Agreement and Exhibits. In the event of a conflict between a provision in this Agreement and a provision in an Exhibit attached to this Agreement, the provisions in this Agreement will take precedence.

G. Counterparts. This Agreement may be executed in one or more counterparts, each of which will be deemed an original, and may be signed in counterparts, but all of which together will constitute one and the same Agreement.

H. Multiple Copies of Agreement. Multiple copies of this Agreement may be executed, but the parties agree that the Agreement on file in the office of the City’s City Clerk is the version of the Agreement that governs, should any difference exist among counterparts of this Agreement.

I. Authority. Any individual executing this Agreement on behalf of the City or Consultant represents and warrants hereby that he or she has the requisite authority to enter into this Agreement on behalf of such party and bind the party to the terms and conditions of this Agreement.

J. Severability. If any of the provisions contained in this Agreement are held illegal, invalid, or unenforceable, the enforceability of the remaining provisions will not be impaired thereby.

Limitations of liability and indemnities will survive termination of the Agreement for any cause.

If a part of the Agreement is valid, all valid parts that are severable from the invalid part remain in effect. If a part of this Agreement is invalid in one or more of its applications, the part remains in effect in all valid applications that are severable from the invalid applications.

K. Non-Exclusive Agreement. This Agreement is non-exclusive, and both the City and Consultant expressly reserve the right to enter into agreements with other Consultants for the same or similar services, or may have its own employees perform the same or similar services.

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L. Assignment of Interest. The duties under this Agreement are not assignable, delegable, or transferable without the prior written consent of the City. Any such purported assignment, delegation, or transfer constitutes a material breach of this Agreement upon which the City may terminate this Agreement and be entitled to damages.

M. City Business License. Prior to receiving a Notice to Proceed from the City, Consultant will obtain and maintain a valid City of Carmel-by-the-Sea Business License for the duration of the Agreement. Costs associated with the license are the responsibility of Consultant.

N. Laws. Consultant agrees that in the performance of this Agreement it will comply with all applicable federal, state, and local laws and regulations. This Agreement will be governed by and construed in accordance with the laws of the State of California and the City of Carmel-by-theSea.

IN WITNESS WHEREOF, the parties enter into this Agreement hereto on the day and year first above written in Carmel-by-the-Sea, California.

CITY OF CARMEL-BY-THE-SEA CONSULTANT

Chip Rerig, City Administrator Consultant Signature

Date Printed Name Date

Title

Consultant Legal Company Name

APPROVED AS TO FORM:

By: _______________________________ Date: ______________________ Brian Pierik, Esq., City Attorney

ATTEST:

By: _________________________________ Date: ______________________ Nova Romero, MMC, City Clerk
Exhibit A: Revised Scope of Services, Key Personnel, Compensation, Fee Schedule, Project Schedule

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Objective Design and
Development
Standards Proposal

CITY OF CARMEL-BY-THE-SEA
Prepared for
City of Carmel-by-the-Sea
Proposal submitted
March 24, 2025
Document revised
September 24, 2025
Prepared by
Opticos Design, Inc.

EXHIBIT A ATTACHMENT 3

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We are urban
designers and
architects who
believe in the
transformative
power of
beautiful,
sustainable,
walkable
communities
for all.

In 2007, Opticos became a founding
B Corporation, establishing triple
bottom line of social, economic, and
environmental responsibility.

Prepared By:

Opticos Design, Inc.
2100 Milvia Street, Suite 125
Berkeley, California 94704
510.558.6957
Prepared For:

City of Carmel-by-the-Sea
Community Planning & Development
Department
Monte Verde 4 SE Ocean Avenue
PO Box CC
Carmel-by-the-Sea, CA 93921
www.ci.carmel.ca.us
ATTN: Marnie Waffle, AICP, Principal Planner
831.620.2057
[email protected]
ii City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal EXHIBIT A ATTACHMENT 3

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Contents
Cover Letter 4
Certification Forms 6
Review of Scope 10
Experience + Expertise 14
Qualifications 24
Timeline 31
Samples 34
Disclosure of Litigation 43
References 44
Insurance Coverage 47
Fee Schedule 59
Appendix 63
City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal iii EXHIBIT A ATTACHMENT 3

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March 24, 2025
City of Carmel-by-the-Sea
Marnie Waffle, AICP, Principal Planner
Community Planning and Building Department
[email protected]
Re: RFP for Objective Design and Development Standards for Qualifying Accessory Dwelling Units, Multi-Family Residential, and Mixed-Use Residential Projects Dear Marnie and Selection Committee,
We are excited to submit our proposal for professional services to prepare objective design and development standards (ODDS) for Carmel-by-the-Sea! We understand that Carmel wants ODDS that honor the architectural history and diversity of the village and generate buildings that respect the scale and character of the village through high-quality building design, architectural style, context-sensitive massing, and sensitive height transitions. We have extensive experience with these topics in preparing ODDS for over two dozen communities. The breadth of our experience provides a wide variety of approaches and solutions from which to start working with you on your ODDS to make each new building complement Carmel’s unique physical character and appeal.

Opticos is a nationally recognized urban design, planning, and architecture firm passionate about creating vibrant, healthy, and sustainable places. For over 25 years, we have prepared downtown plans, revitalization strategies, form-based codes (FBC), including ODDS for 23 California communities seeking compliance with new pro-housing State Laws, and provided strategic advice for communities nationwide. We maintain a consistent and highly respected track record with private and public clients who come to us for quality design responsive to local context and public processes that is inclusive and effective in navigating complex local issues. We work together with the public, the development community, and planning staff to arrive at solutions and standards to deliver high-quality design and more housing choices.

As leaders in advocating for and creating walkable places, we specialize in implementing walkable development through form-based standards and, more recently, ODDS. We are also national leaders in advocating, writing design standards, and designing for Missing Middle Housing, which can help Carmel address small multi-family housing that is in scale with existing houses.

As a California-certified Small Business, we bring a high level of principal involvement and care to every project. As a B Corporation, our work reflects our commitment to a triple bottom line of social, economic, and environmental sustainability.

Our proposal articulates our approach to working closely with you and the community to deliver your ODDS. Key highlights of our experience and methodology include:

Opticos was hired
specifically because
of their expertise
in community
engagement and
form-based code to
draft a Specific Plan
for the Vallco area.

Their comprehensive
and thoughtful
engagement
strategy and ability
to communicate
alternatives
through design and
visualization, were
invaluable to winning
support. It was an
unprecedented
process, and it was a
real pleasure to work
with the Opticos
team."
Aarti Shrivastava
Assistant City Manager/
Director of Community
Development,
City of Cupertino, CA
Cover Letter
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■ Experience with ODDS
Our ODDS work leverages our FBC experience in creating clear and effective codes that enable streamlined permitting and review. Our ODDS work includes extensive documentation and standardization of multiple local architectural styles as well as other style-neutral best-practice strategies for design standards developed for individual communities as well as regionally applicable toolkits for Marin County and its towns; all this work readies our team for your ODDS.
■ Experience with Missing Middle Housing Implementation We understand this scale of housing extremely well, especially through Daniel Parolek’s research and book “Missing Middle Housing." We have helped communities implement Missing Middle Housing, the one- to two-story spectrum of housing choices between single-family housing and three to four-story multi-family or mixed-use development. We have done this in a wide range of ways:
• ABAG Handbook of Objective Design Standards
• ODDS for California jurisdictions, including Santa Barbara, Corte Madera, San Anselmo, Belvedere, Marin County, and Santa Rosa
• ODDS for the 82 towns and cities in the Puget Sound region of Washington state. ■ Team of Experts in Coding and Architecture
We are experts at writing design and development standards because we understand sites, buildings, and their individual design elements in detail. A key feature of our approach is our Microscale Documentation, which documents Carmel’s “DNA” for desired outcomes and turns that information into ODDS that generate new buildings to complement Carmel’s unique physical character and appeal.

Every project we take on is a priority for us, so staff can feel comfortable knowing we are committed to delivering the best process and products possible. Our team includes the key members with the technical expertise and experience essential to the success of this project: several who have experience working as public-sector planners or private-sector architects, giving them perspective on how these regulations are used and applied daily.

Per the requirements of the RFP, we state that we have reviewed and accept the City’s contract template, with the qualification that we reserve the right to negotiate the terms of that agreement depending on the final scope of services. We. We are excited and ready to work with you.

Best regards,
Tony Perez
Senior Associate, Code Reform Team Leader
805.377.1209 | [email protected]
Drew Finke
Senior Associate, Urban Design Team Leader
510.809.9518 | [email protected]
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Certification Forms
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ATTACHMENT 1 - CONFLICT OF INTEREST STATEMENT

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL* The undersigned declares:

I/We (Insert Name) have the following financial, business, or other relationship with the City of Carmel-by-the-Sea that may have an impact upon the outcome of the contract. If none, please specify that no other relationships may have an impact on this contract or Project.

I/We (Insert Name) have the following current clients who may have a financial interest in the outcome of this contract. If none, please specify that no other clients may have a financial interest with an impact on this contract or Project.

Pursuant to Government Code section 1090 and any other laws, rules and regulations that may apply, the Consultant covenants that neither it, its subcontractors nor employees presently have an interest, and shall not acquire any interest, direct or indirect, financial or otherwise that would conflict in any manner or degree with contract awarded from this RFP. Consultant certifies that to the best of its knowledge, no one who has or will have any financial interest in the contract awarded from this RFP is an officer or employee of the City. Through its submittal of a proposal, Consultant acknowledges that it is familiar with Section 87100 et seq. and Section 1090 et seq. of the Government Code of the State of California and will immediately notify the City if it becomes aware of any facts concerning the contract to be awarded that constitute a violation of said provisions.

Furthermore, if there is reason to believe that collusion exists among the Consultants, the City may refuse to consider proposals from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one proposal for the same work unless alternate proposals are called for. A person, firm, or corporation who hassubmitted a subproposal to a Consultant, or who has quoted prices on materials to a Consultant, is not thereby Opticos Design, Inc.

Opticos Design, Inc.

No relationships may have an impact on this contract or Project.

No other clients may have a financial interest with an impact on this contract or Project.

Certification Forms City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 7 EXHIBIT A ATTACHMENT 3

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disqualified from submitting a sub-proposal or quoting pricesto other Consultants. Reasonable ground for believing that any Consultant is interested in more than one proposal for the same work will cause the rejection of all proposalsforthework inwhich a Consultant isinterested. If there isreason to believe that collusion exists among the Consultants, the City may refuse to consider proposalsfrom participants in such collusion. Consultants shall submit as part of their proposals documents the completed NonCollusion Declaration provided herein.

I, on behalf of the Consultant, declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on [date], at [city], [state].

Consultant Name (Person, Firm, Corp.) Title of Authorized Representative Address Name of Authorized Representative
City, State, Zip
(Date) (Signed)

Berkeley CA
Opticos Design, Inc.
2100 Milvia St., Suite 125 Karen Parolek
Berkeley, CA 94704
3/21/25
President
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ATTACHMENT 3 - STATEMENT REGARDING INSURANCE COVERAGE AND WORKER’S

COMPENSATION INSURANCE ACKNOWLEDGMENT CERTIFICATE

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL*

CONSULTANT HEREBY CERTIFIES that the Consultant has reviewed and understands the insurance coverage requirements specified in the RFP. Should the Consultant be awarded a contract for Services, Consultant further certifies that the Consultant can meet the specified requirements for insurance, including insurance coverage of any subcontractors, and agrees to name the City of Carmel-by-the-Sea as additional insured for the Services specified.

By certifying this form, the Consultant also understands the Worker’s Compensation insurance requirement per the California Labor Code, Sections 1860 and 1861:

I am aware of the provisions of Section 3700 of the Labor Code, which require every employer to be insured against liability for worker's compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

Printed Name of Consultant (Person, Firm, or Corporation) Signature of Consultant's Authorized Representative
Name & Title of Authorized Representative
Date Signed
Opticos Design, Inc.
3/21/25
Karen Parolek, Its President
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Review of Scope
EXHIBIT A ATTACHMENT 3

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Review of Scope City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 11 Project Approach
The Opticos team understands the City's commitment to facilitating new housing and achieving high-quality design in new ADUs, multi-family and mixed-use buildings. We propose the following approach to meet the community’s objective of high-quality design that reinforces the identity and unique physical character of Carmel-by-the-Sea:

1. Draw on our deep experience preparing objective
design and development standards (ODDS).

We have been preparing zoning standards through
form-based codes for over 20 years across the US. We
have used our national experience to prepare ODDS in
23 California jurisdictions in the past six years for a range of buildings similar to those envisioned in Carmel-bythe-Sea: from lower-intensity house-scale buildings to moderate and higher-intensity block-scale buildings. We recently completed the ABAG Handbook of Objective
Design and Development Standards reflecting our
experience in designing buildings and regulating building and site design through form-based codes.

We have a deep understanding of the large and small
patterns in communities that contribute to their physical character and appeal. We find the following characteristics vitally important to visual appeal of buildings and their neighborhoods: the width of buildings as perceived from the street as well as their length as seen by neighbors across the property line; the scale of entries to a building, the way the building entry relates to the sidewalk (e.g., large front yard, porch, dooryard, terrace, shop front), where the parking is located, the height, massing
and organization of each façade, the size and vertical
orientation of openings, the eave type and its details. We will gather this important information, Carmel's "DNA," through microscale documentation of your desired
outcomes. Through this experience and documentation,
we will prepare ODDS that reflect Carmel-by-the-Sea's
unique physical character and appeal.

EXHIBIT A ATTACHMENT 3

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12 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Review of Scope

2. Identify standards for different scales of buildings and their contexts.

A common practice in the writing of design standards is to treat building design as simply bulk that improves as it’s “chipped away.” This approach often leads to compliant
but unsatisfying design outcomes and frustrated
applicants, as these practices don’t work well with floor plans to produce much-needed housing. Instead of a
general approach, we’ll review what design approaches
are valued by the community. We’ll then identify the
building massing and façade articulation standards
effective on house-scale buildings distinct from those
effective on larger block-scale buildings.

3.Provide predictable and realistic height transition
standards.

We’ll review the existing standards to see what’s needed to improve compatibility between new and existing
buildings on abutting parcels. For instance, house-scale massing techniques better achieve an effective transition in building size than simply requiring upper-story
setbacks. Based on the allowed building envelope
in each neighborhood, we’ll coordinate the relevant
building design, massing, and adjacency standards for
effective and realistic transitions for infill development. We recommend the optional Task C. Site Tests & Visualizations to show what new standards would produce on a specific
parcel.

4.Make the new standards user-friendly, objective,
and easy to implement to streamline the process.

Several of our team members previously worked as City
planning staff, giving them a solid understanding of how standards need to be communicated to the designer,
developer, administrator, and community member. We’ll
use that experience to review representative project plans and review processes to understand what’s working and
what could be refined or improved. With that background and over two decades of writing form-based zoning and
design standards in compliance with State Law, we’ll
prepare clear standards, graphics, and diagrams to convey the community’s requirements.

5.Work closely with you and the community.

Our work is much more effective when it’s not seen as
“the consultant’s project” and instead is an engaged
community and City staff investing in the project from
start to adoption and implementation.

We will prepare for and facilitate the following outreach opportunities, which are further detailed in our proposed Work Plan Task 2. Targeted Community Engagement:
• Local Design & Development Industry Roundtable
Meetings (total one; virtual)
• Community Meeting (total one; in-person)
• Planning Commission Study Sessions (total two; virtual) EXHIBIT A ATTACHMENT 3

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Review of Scope City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 13 We also facilitate a highly collaborative process with City staff through numerous Working Sessions throughout
the project process to gain insight on outcomes seen as effective and if there is room for improvement.

We maintain clear, open, and intentional communication
between City staff and the consultant team through the
following coordination methods, further detailed in Task 1.

Project Startup & Management:
• Regularly scheduled team check-in calls using screen
share and video conference.
• Project status updates that highlight task progress,
identify key milestones and deliverable dates, and
articulate action items, upcoming task responsibilities, and next steps.
• Shared cloud storage for team collaboration, including file sharing, project contacts, and real-time document
collaboration.

We know things change and that any project management
approach is only as good as its capacity to accommodate changing realities. By facilitating a collaborative approach founded on open communication and accessible project
information, it is our intent to create a team structure that makes it possible to identify changes early-on, and to
efficiently pivot as needed to accommodate that change.

6.Tailor a work plan that builds on the Proposed Scope
of Services outlined in the RFP.

We propose a work plan that focuses on the City’s
objective for ODDS to address high quality building
design, architectural style, and height transitions. To accomplish this, we propose the following key questions to guide our work throughout the project process:
• What specifically needs to be regulated and to what
degree?
• Are the standards responsive to the community’s
expectations and the needs of the local development
industry?
Our work plan is aimed at ultimately producing a standalone document of design standards to be adopted by resolution. We provide a detailed work plan as an
Appendix that incorporates the Proposed Scope of
Services outlined in the RFP and refined with City staff, and includes additions tailored to successfully complete this project.

EXHIBIT A ATTACHMENT 3

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Experience + Expertise
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1 2
3 4
5 6
7 8
9 Marin County and 11 cities (5 customized by
Opticos
City of Campbell (Downtown and Citywide)
City of San Rafael (Downtown)
City of Davis (Downtown)
City of Folsom
City of Orinda (Downtown and Citywide)
City of Sebastopol (Downtown and
Citywide)
City of Santa Barbara (Downtown and
CItywide)
ABAG (Handbook on ODDS)
City of Richmond
City of Citrus Heights
City of Los Altos
City of Mountain View
City of Santa Rosa
City of Lafayette
1 4
7 2
5 8
3 6
9 Carmel-by-the-Sea
Our California Objective Design +
Development Standards Experience
10 11
12 13
14 15
10 11
12 13
14 15
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Why Opticos for
Carmel-by-the-Sea?
ODDS + 20 Years of Form-Based Coding
Implementation Expertise
High-Touch + High-Tech Outreach
The Opticos team's unique skills, approach and experience align well with the City's desire to create ODDS that promote high-quality design and architectural standards to the existing ODDS. The following pages elaborate on the key areas of expertise that make our team a good fit for Carmel-by-the-Sea and present recent examples of relevant projects:

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We'll customize your standards.

Menu of design and development standards for you
to choose from depending on your housing goals and
community expectations.

Working with you upfront to understand what your
community wants the standards to make.

Testing the standards throughout the process to make
sure and make what’s expected and prevent what’s not
wanted.

Easy to use, graphically-rich design and development
standards.

FINAL
APRIL 2024
Objective Design
Standards Handbook

FOR RESIDENTIAL AND MIXED-USE PROJECTS
Association of Bay
Area Governments
(ABAG) ODDS
Handbook
1 2
3 4
Opticos Design brings its 20+ years of zoning
and form-based code experience across
the U.S. to prepare objective design and
development standards for over a dozen
California cities. We’ve been preparing zoning
and standards for a long time so when cities
asked us to prepare ODDS, it was a natural
for us. We prepare ODDS to implement the
community’s RHNA goals while delivering
buildings and designs that fit their context and
location, for a streamlined review process.

Our ODDS strategy is to refine or replace
existing zoning to improve housing yield,
built form, and increase usability rather
than simply adding another layer of
regulations.

Objective Design and Development
Standards (ODDS) + Coding
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Producing more housing through contextsensitive, objective standards

25.02.080 Downtown Edge (DE)
General note: the illustrations above are intended to provide a brief overview of the zone and are descriptive in nature.

A. Intent
A walkable district of medium-to-large footprint, high intensity mixed-use buildings and housing choices, supporting retail, food, and services.

The following are allowed form elements in the zone.

House-Scale Buildings: Side Court,
Medium Courtyard
Block-Scale Buildings: Large Multiplex,
and Large Courtyard
Up to 4 Stories without Community
Benefit Project; Up to 6 stories with
Community Benefit Project
Primarily Attached Buildings Frontage Types: Forecourt and Gateway; Dooryard and Stoop on
Secondary Front; Maker Shopfront,
Shopfront, Terrace, Gallery, and
Arcade on Ground Floor Commercial
Frontages
Medium-to-Large Main Building
Footprint
None-to-Small Front Setbacks
None-to-Small Interior Setbacks
Public Review Draft – June 23, 2023 Santa Barbara Objective Design and Development Standards 35 Objective Design and
Development Standards
Santa Barbara, CA
June 2023
Zone Map

MONTECITO

DE LA VINA

CABRILLO

FIGUEROA
COTA

SANTA BARBARA
STATE

CASTILLO

LAS POSITAS
HWY 101

GUTIERREZ

DE LA GUERRA
HALEY

VICTORIA
SOLA

ANAPAMU

CANON PERDIDO
ORTEGA

CARRILLO

ANACAPA
MILPAS
CLIFF

YANONALI

CHAPALA

MISSION

FOOTHILL

COAST VILLAGE
Esri, DeLorme, NaturalVue
Legend
City Boundary
ODDS Zones
Downtown Core (DC)
Downtown Edge (DE)
Mixed-Use Corridor (MUC)
Neighborhood Large (N.L)
Neighborhood Medium (N.M)
Note:

Development projects located in Historic
Districts, Landmarks Districts, or
Potential Historic Districts are limited to
the architectural styles required for that
district, as described in either Chapter

30.57 (Landmark District and Historic
District Overlay Zone), or the City’s
Historic Resource Guidelines, as
applicable. If an architectural style is
required in a Historic District, Landmarks
District, or Potential Historic District, but
is not available in Chapter 6
(Architectural Design) of the ODDS, it is
not allowed to be approved under this
Title.

Title 25: Objective Design and
Development Standards
Public Review Draft
Prepared for:

Santa Barbara, California
June 23, 2023
Review Note:

References to certain
Chapters and Sections of the
Title 30 Zoning Ordinance
are pending adoption of
amendments to Title 30. All
applicable Municipal Code
references will be updated
prior to adoption of Title 25.

Downtown and Citywide ODDS for the City of Santa Barbara Experience + Expertise City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 21 EXHIBIT A ATTACHMENT 3

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Our Community Engagement Toolbox: Developed and Refined Through 20 Years of Working with Neighborhoods Nationwide
Opticos integrates a robust, hands-on public engagement strategy into all of our planning and coding processes in order to ensure community ownership and effective implementation. Our first multi-day charrette was 20 years ago, when we participated in an extremely contentious charrette led by Bill Lennertz, former Executive Director of the National Charrette Institute, which went on to be the case study for The Charrette Handbook. To put it simply, we learned from the best on one of the most complicated but highly successful charrette processes in the country. Since then, we have refined and adapted our charrette process for a variety
of challenging situations to gain consensus and
effectively engage underserved communities.

We've worked all over the country, including over
30 communities in California. Over the years, we
have expanded beyond the charrette to develop our
Community Engagement Toolbox that includes a
variety of techniques for effective communication,
both verbal and graphic. We adapt our approach
for each project to meet its and the community's
individual needs.

We utilize
collaborative
design, a curated
engagement
toolbox and local
knowledge to
effectively guide
engagement in
your community
High-Touch + High-Tech Outreach for
Effective, Equitable Engagement
22 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Experience + Expertise EXHIBIT A ATTACHMENT 3

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Physical Models
Involving Underrepresented Communities in
the Planning Process
We actively include local community outreach specialists with "boots on the ground" experience to ensure that
our community engagement process identifies those
historically left out of the planning process, and embeds them in decision-making. Key strategies include:
• Go to them. Often within these populations there
exists apathy or mistrust rooted in history. The first step is showing respect by extending and showing up on
their turf at community meetings, markets or festivals.

Connect with those who have trusting relationships with the community such as religious leaders, social support organizations and sports leaders. Let these people take the lead on how to connect with their community.
• Communicate. Don’t discount the use of social media
and online engagement. Covid-19 has increased the
percentage of people who can participate online.
• Build trust. Make the process worth their participation.

Underserved communities may not see it worth
the effort to get involved. Often there is a history of disappointments related to unfulfilled promises. The
most important first step is to just listen, allowing people to express the important issues. The project team must
then propose design solutions that respond to peoples
values and issues. People must believe that their input can have an impact on their community.

Tactical Urbanism
Open Houses
Small Group Design Exercises
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Qualifications
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CITY OF CARMEL-BY-THE-SEA
OPTICOS DESIGN, INC.

Meet the Team
Opticos has assembled a team of highly skilled professionals who combine extensive technical qualifications and numerous years of experience working in the region. Below is our team's organization chart of key staff followed by their resumes. We will maintain the same personnel throughout the project; however, if any change is required due to unforeseeable circumstances, we will seek the City's approval in advance through personnel qualifications review and oral interviews with City staff.

Qualifications City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 25 Drew Finke
Senior Associate,
Urban Design
Tony Perez
Senior Associate,
Zoning Reform & Planning
Joseph Abbamonte
Senior Designer
Stefan Pallegrini
Founding Principal
Cecilia Kim
Associate II,
Planning Manager
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Education
Master of Urban Design
University of California, Berkeley
Bachelor of Architecture
Magna Cum Laude
University of Notre Dame
Licenses
California Licensed Architect
#C32904
Memberships
American Institute of Certified
Planners
Certificate #020186
American Planning Association (APA)
Small Town and Rural (STAR) Division
Relevant Project
Experience
Objective Design Standards
Handbook for Residential and MixedUse Projects, Association of Bay Area Governments
Marin Objective Design +
Development Standards Toolkit
Marin County, CA
Puget Sound Regional Missing
Middle Zoning Toolkit & Resources,
Puget Sound Region, WA
Livable Corridors Form-Based
Code + Architectural Standards
Richmond, CA
Downtown Specific Plan and FBC
Hayward, CA
Principal
Stefan Pellegrini’s educational degrees and professional experience in both architecture and urban design make him an expert project leader at all building scales, from single-family homes to regional plans. He has extensive experience traveling and teaching workshops abroad, a roster of groundbreaking and award-winning projects to his credit, and he is uniquely skilled at bringing diverse people and opinions together at the table to resolve conflicts and turn disagreements into productive projects. Adept at analyzing a place and drawing his ideas on paper, with a passion for traditional architecture, Stefan meticulously considers every aspect and angle of a project to create beautiful places and spaces that thrive.

His strong interest in revitalizing places, especially rural small towns and inner-city areas, comes from a childhood spent in the rust belt town of Muncie, Indiana, seeing first-hand the impact of declining industry. Before joining Opticos in 2002, Stefan brought this understanding to his work at the nationally renowned firm Urban Design Associates in Pittsburgh, Pennsylvania, where he was a senior designer and project manager for over 50 urban design and architecture projects, including groundbreaking plans that redesigned public housing into mixed-income communities through the HOPE VI program in five states (one of which won an AIA Honor Award for Urban Design), and new housing developments in North Carolina and Alabama. He also played an instrumental role in UDA’s resurrection of Architectural Pattern Books.

Stefan brings an international perspective to the firm. The recipient of a number of fellowships, including the prestigious Skidmore, Owings, and Merrill Foundation Urban Design Traveling Fellowship, he has spent months studying architecture and planning all over the world, including Scandinavia, North Africa, and Southern Europe. In addition, Stefan is fluent in Italian.

Stefan Pellegrini, RA, AICP,

LEED AP
EXHIBIT A ATTACHMENT 3

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Education
B.S. Urban and Regional Planning,
Cal Poly Pomona
Teaching
Instructor: PLAN 590 “Place-based
Planning, Design, and Zoning”, Spring
2025
Instructor: UP 252 “Form-Based
Planning + Coding” UCLA, Winter
2015 and 2016
Instructor: URP 498 “Form-Based
Planning + Zoning” Cal Poly Pomona,
Spring 2013, 2017, 2018
Instructor: FBC 101 + 201, FormBased Codes Institute
Relevant Projects
Multi-Family Development and
Design Standards, Campbell, CA
Objective Design and Development
Standards, San Anselmo, CA
Objective Design and Development
Standards, Santa Barbara, CA
Objective Design Standards
Handbook for Residential and MixedUse Projects, Association of Bay Area Governments
Folsom Corridor Objective Design
and Development Standards,
Folsom, CA
Marin Objective Design +
Development Standards Toolkit,
Marin County, CA
Senior Associate, Team Leader
Tony leads Opticos’ Zoning Reform and Planning Team to focus on a variety of zoning work: Zoning audits, Missing Middle Housing Scans, Form-Based Code and Objective Design and Development Standards preparation, and citywide Zoning Ordinance Updates. With 36 years of experience, including 12 as a public sector planner, Tony Perez has spent the last 24 years helping communities improve their zoning codes with a focus on writing Form-Based Codes. An expert in translating policy direction into clear and implementable development standards, Tony works to enable the community’s vision by identifying and addressing barriers and writing responsive standards.

A leader in advancing the implementation of Missing Middle Housing as well as the practice of Form-Based Codes, Tony is an energetic educator and enjoys working with public sector planners across the United States.

Tony is from the California Delta town of Isleton and lives with his family in Southern California.

Tony Perez
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Education
Master of Urban + Regional Planning
UCLA
Bachelor of Architecture
University of Texas at Austin
Bachelor of Arts in Urban Studies
University of Texas at Austin
Relevant Project Experience
Livable Corridors Form-Based
Code + Architectural Standards
Richmond, CA
Downtown Specific Plan and FBC
Hayward, CA
Urban Design Guidelines
Memphis, TN
Bitterroot Ranch Design Guidelines
Hamilyton, MT
CodeNEXT Citywide Code Update
Austin, TX
South County Community Plan
and FBC
Kauai County, HI
West County Community Plan
and FBC
Kauai County, HI
Senior Associate
Drawing on his training in architecture and planning, Drew’s work sustains and strength-ens local culture and traditions through thoughtful, community-driven designs and policies that reinforce a community’s unique sense of place. Drew’s work is animated by an interest in how walkable, equitable, sustainable and beautiful neighborhoods, main streets and downtowns can thrive in a wide range of contexts, be they big cities or small towns.

Since joining Opticos in 2013, Drew has applied this sensibility to impactful projects in a variety of places, from an award-winning place-based comprehensive plan and follow-up implementation charrettes in Memphis, Tennessee, to contextually-sensitive form-based codes for rural Kauaʻi County in Hawaiʻi, and neighborhood plans for an affordable Missing Middle Housing neighborhood in Mammoth Lakes, California. Uniting these projects is an emphasis on authentic community engagement and feasible implementation strategies that empower communities and provide confidence in the face of change.

Drew enjoys getting to know a place through its food, and can be found at farmers markets and local dives whenever visiting a new place.

Drew Finke
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Education
PhD in Planning, Policy and Design,
University of California, Irvine
MPL in Planning, University of
Southern California, Los Angeles
ME in City Planning, Hongik
University, Seoul
BE in Civil and Urban Engineering,
Hongik University, Seoul
Memberships
American Planning Association
Urban Land Institute
Congress of the New Urbanism
Relevant Project Experience
Objective Design Standards
Handbook for Residential and MixedUse Projects
Association of Bay Area
Governments
Multi-Family Development and
Design Standards
Campbell, CA
Folsom Corridor Objective Design
and Development Standards,
Folsom, CA
Citywide Zoning Code
Columbus, OH
Planning Manager (Associate II)
With a unique educational and professional background that blends the disciplines of design, planning, and engineering, Cecilia brings a distinctive perspective and solution-oriented approach to leadership and project management. She excels at translating visions into visual graphics that help engage the community and spark the creative design process of projects. Her personal mission is to have a positive impact on the communities she works with to create long lasting places of value and strong community connections.

Throughout her two decades of experience, Cecilia has adeptly handled multiple roles as project manager, urban designer, and policy planner. She is skilled at coordinating projects across diverse professional disciplines, mediums, and departments. From land use and community engagement to development regulations and sustainability policies, Cecilia’s wide range of knowledge and experience has helped clients find creative solutions through collaborative and innovative efforts. She has a particular passion for development codes and specializes in form-based codes and objective design and development standards.

Cecilia’s passion for urban design and planning began as a child fascinated with building a Lego city in her closet. She continues to cultivate this passion in young planners through mentorship and teaching, having taught at the University of California, Irvine and California State University, Northridge. Outside of the studio, she enjoys playing tennis and is a national champion as part of the winning team in the 2016 Mylan WTT Rec League.

Publications
Garde, A. & Kim, C. (2017). Form-Based Codes for Zoning Reform: Insights from Cities in Southern California. Journal of the American Planning Association, 83 (4), 346-364
Garde, A., Kim, C. & Tsai, O. (2015). Form-Based or Euclidean Zoning Codes? Learning from Miami 21. Journal of the American Planning Association, 81 (1), 46-66 John Randolph Haynes and Dora Haynes Foundation. (2014). Evaluation of the effectiveness of form-based codes in promoting sustainability: Insights from Southern California. Los Angeles, CA: Garde, A. (Grant Report).

Cecilia J. Kim, PhD
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Education
Bachelor of Architecture, University
of Notre Dame
Relevant Project Experience
Pre-Approved ADU Plans + Toolkit
Richmond, CA
Pre-Approved ADU Plan
Pittsburg, CA
Pre-Approved Backyard Casita Plans
Tucson, AZ
Healdsburg Downtown Housing
Capacity Study
Healdsburg, CA
Culdesac Tempe Car-Free
Neighborhood
Tempe, AZ
Vallco Town Center Specific Plan
Cupertino CA
Hayward Form-Based Code (FBC)
Hayward, CA
Workforce Courtyard Housing
Santa Maria, CA
Senior Designer
Born in the suburbs of the Metro-Atlanta area, Joseph is passionate about exploring, studying, and promoting lively, walkable cities and neighborhoods. His travel experiences in Europe, Cuba, and throughout the United States have given Joseph an exposure to and appreciation of context sensitive architecture and urban design. His work demonstrates an attention to detail and time tested design principles. Joseph’s training in classical and traditional architecture in addition to his experience at Opticos has formed the backbone of his design philosophy.

Namely that architecture and urban design should serve people through functional, sustainable, and beautiful design.

Since joining Opticos in 2016, Joseph has been a primary designer in multiple marquee architecture and urban design projects. Through his work at Opticos, Joseph has experience designing every building type in the Missing Middle Housing palette. In addition to contributing to the design of the masterplan of a new Missing Middle neighborhood in Papillion Nebraska, Joseph helped develop the architecture of all 18 building types designed for the site. Joseph was also a designer in the development of the architecture and site plan for a new neighborhood in Tempe, Arizona, the country’s first car-free neighborhood designed from scratch. Joseph also worked on architecture and master planning for projects in Baton Rouge, Washington D.C., and San Miguel de Allende, Mexico.

In addition to architecture and master planning projects, Joseph has experience working on a variety of FBC’s, Specific Plans, and Urban Analysis projects, including work ranging from focused zoning analysis in San Carlos, California to a large, complex project in Cupertino, California involving a FBC and Specific Plan.

In his spare time, Joseph enjoys sketching beautiful buildings (especially Catholic churches), playing pickup soccer around the Bay Area, and exploring new places.

Joseph Abbamonte
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Timeline
Timeline City of Carmel-by-the-Sea | Objective Design Standards 31 EXHIBIT A ATTACHMENT 3

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The Opticos team proposes to complete the project within 16 months, as shown below. This schedule assumes staff review period of two weeks per deliverable and may change due to the scheduling and holding of public hearings.

Opticos will work with City staff to refine the schedule at project startup and provide updates throughout the duration of the project.

Project Schedule
Month 1-2 Month 3-4 Month 5-6

1.1 Project Startup & Kickoff Meeting

1.2 Coordination calls with City (16)

1.3 Administration & Quality Control
Task 1 Project Startup & Management

2.1 Working Session #1: Key Projects/Outcomes

2.2 Local Industry Roundtable Meeting (1 virtual)

2.3 Planning Commission Study Sessions (2 virtual)

2.4 Community Meetings (7 in person)

3.1 Field Visit and Microscale Documentation

3.2 Review of Background Documents and Key Projects

3.3 Working Session #2: Findings and Recommendations

6.1 Meeting Attendance & Support (2 in person)

4.1 Outline + Style Sheet for ODDS for ADUs

4.2 Administrative Draft ODDS for ADUs

4.3 Public Draft ODDS for ADUs

4.4 Working Session #3: Public Draft ODDS for ADUs

4.5 Final ODDS for ADUs, as adopted

5.1 Outline + Style Sheet for ODDS for MU+MF

5.2 Administrative Draft ODDS for MU+MF

5.3 Public Draft ODDS for MU+MF

5.4 Working Session #4: Public Draft ODDS for MU+MF

5.5 Final ODDS for MU+MF, as adopted
Task 2 Targeted Community Engagement
Task 3 Research
Task 6 Public Meetings
Task 4 Objective Standards for ADUs
Task 5 Objective Standards for Mixed-Use +
Multi-family
K
W
W
PC
C1 C2 C3 C4
R

M M M M M M
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K
W
PC
H
R
C1
C2
C3
C4
C5
C6
C7
Kickoff Meeting
City Staff Working Session
Roundtable Meeting
Key Meetings
Planning Commission
Study Session
Public Hearings
Introductory

ADU ODDS

MF/MU ODDS

MF/MU ODDS
Month 7-8 Month 9-10 Month 11-12 Month 13-14 Month 15-16 • Summary of Task 3 Memo
• Outline+ Style Sheet for ODDS
• Administrative Draft ODDS
• Public Draft ODDS
• Final ODDS
• ODDS Checklist
Community Meetings
Key
Deliverables
W
C5 C6 C7
PC
H H
W

M M M M M M M M M M
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Samples
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Project Samples
This section provides project samples for the Opticos team. The list below provides links to the project for your review.

Opticos Design, Inc.
• Objective Design Standards Handbook, Association of Bay Area Governments • Objective Design and Development Standards, Santa Barbara, CA (Adopted) • Objective Design and Development Standards, San Anselmo, CA (Adopted) Samples City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 35 EXHIBIT A ATTACHMENT 3

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Objective Design Standards
Handbook
San Francisco Bay Region, California | 2024
Expert Advice and Best Practices in Preparing Objective Design Standards
In 2023, the 9-County Association of Bay Area Governments hired Opticos to prepare a resource for its 101 jurisdictions to streamline housing production. The California legislature has passed several laws to increase and streamline housing production. A key need from those laws is to approve certain projects administratively, without discretionary review, using only objective standards.

Working with a 17-member steering committee, Opticos prepared a Handbook of Objective Design Standards (ODS) that addresses four key design topics: Pedestrian Experience, Building Design, Site Design, and Open Space. The Handbook advises why and when to include certain standards along with economic implications provided by Cascadia Partners. The standards are coordinated to six sizes/intensities of neighborhoods, corridors, and centers (i.e., placetypes), enabling readers to easily find the type of area they want, the advice, and example standards to inform or use directly.

Highlights

1. Placetypes analysis established foundation for the key design topics and objective standards included in the Handbook.

2. The Handbook includes objective standards for essential and supplemental topics.

3. The Handbook is intended to be used as a reference by jurisdictions to customize and refine their local ODS.

Project Area + Context
San Francisco Bay Region
Degree of Change
Evolution with Targeted
Transformation
Products
Placetypes Atlas; ODS
Handbook; Catalogue of readyto-use standards
Status
Completed and being used by
local jurisdictions
Team
Opticos Lead; Cascadia
Partners (Economic)
Reference
Ada Chan, Regional Planner
Association of Bay Area
Governments Metropolitan
Transportation Commission
375 Beale Street, Ste 800
San Francisco, CA 94105
415.820.7958
[email protected]
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The Handbook provides ways to craft standards so that individual buildings are designed in response to their intended physical scale and context.

The Handbook coordinates standards with the applicable Placetypes found throughout San Francisco Bay Region Economic analysis conducted by Cascadia Partners
provides insight on considerations to balance project
costs with long-term placemaking benefits.

The Handbook is absolutely
responsive to our region's
needs. Opticos produced a
truly innovative resource
that we knew we needed but
didn't know what it would be."
Ada Chan
Bay Area Metro
COST

CONSIDERATIONS
• Unit Yield
• Housing Cost
• Project Feasibility

PLACEMAKING

BENEFITS
• Urban Design
• Visual Interest
• Context
Sensitivity
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Objective Design Standards
Santa Barbara, California | 2024
Elements of Spanish Revival Style
Note: The image above is intended to provide a reference for architectural elements and is illustrative, not regulatory. It is not an exhaustive list of applicable standards.

Example Building Elevation: Spanish Revival
Storefront(See Subsection 15
for standards)
Window (See Subsection 9 for
standards)
Entry Door (See Subsection 12
for standards)
Roof (See Subsection 5 for
standards)
Rake (See Subsection 6 for
standards)
Wall (See Subsection 3 for
standards)
Eave (See Subsection 7 for
standards)
C.1. Wall: Spanish Revival
Base
No base is required for this style.

Where no base is provided, stucco wall finish shall extend below the weep screed, flush with the wall surface above, and continue for a minimum of 2" below finish grade.

Expansion Joints
Structural expansion joints shall be concealed by placement, color selection, or use of facade plane change.

C.1. Wall: Spanish Revival (Continued)
Wall Projections
Depth 1'0" min.;
Lintel Type Wood lintel with brackets or
corbels, Cast-stone lintel
Provide lintel for full width of projection.
186
Specific to Architectural Design
Santa Barbara Objective Design and Development Standards August 2022

25.08.060: Mediterranean Style Group
New zoning and architectural standards intended to
streamline housing production
Opticos was hired to prepare Citywide Objective Design Standards (ODS), which included both the creation of zoning districts and the replacement of the comprehensive but sometimes subjective existing architectural guidelines. To ensure the new standards were place-based, the first step was to analysis the different neighborhoods and their characteristics and categorize them in a Neighborhood Atlas. The city's goals for this project were:
• Facilitate and streamline production of multi-unit housing • Provide clear guidance and design expectations to applicants, staff, and decision makers.
• Ensure all new multi-unit housing development is designed to be sensitive and compatible with existing architecture, historic resources, and neighborhoods. • Use an open and inclusive public process to draft design standards for the City’s diverse multi-unit neighborhoods.

Project Area + Context
Citywide
Downtown, Neighborhood
Main Streets, low to moderate
intensity Neighborhoods and
Corridors
Degree of Change
Envisioned Transformative
Change
Budget
$304,745
Status
Pending Adoption in Summer
2024
Team
Opticos
Reference
Rosie Dyste, Project Planner
805.564.5470 x4599
[email protected]
Highlights

1. ODS being prepared for a community with a strong design review culture.

2. Preparing ODS that help rather than limit the very creative architectural community.

3. Creating context-sensitive ODS founded on detailed place analysis

4. Preparing Objective Architectural Style Standards that leave room for creativity.

The ODS completely replaces existing zoning districts and replaces existing architectural guidelines Title 25: Objective Design and Development Standards
Draft
Prepared for:

Santa Barbara, California
August 2022
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State St
State St

E CARRILLO ST

E MISSION ST

DE LA VINA ST
N HOPE

S SALINAS ST

N MILPAS ST

LAS POSITAS RD

S MILPAS ST

W CARRILLO ST

E HALEY ST

GARDEN ST

CACIQUE ST
E C

GARDEN ST

NSALINAS ST

CACIQUE ST

SAN ANDRES ST

W CABRILLO BL

CLIFF DR

E ALAMAR AV

W ALAMARAV

W MISSION ST

S HOPE AV

FOOTHILLL N
Waterfront
West Beach
Lower
State
Westside
West Mesa
West
Downtown
San Roque
Upper
State
Milpas
Lower West
Lower
Riviera
Lower East
Laguna
Hitchcock
Eastside
East Mesa
Downtown
Bel Air
Alta Mesa
Upper
East
Samarkand
Riviera
Oak Park
East
San
Roque
East Beach
Cielito
Campanil
Hidden
Valley
Path: H:\Group Folders\GIS\Housing\ODS\Project Area Map 1 - Basemap 11x17 Dec 2021.mxd 0 0.125 0.25 0.5
Mile
1:28,000
NAD 1983 State Plane
California V FIPS 0405 (Feet)
Final Draft — January 19, 2022
State St
State St

E CARRILLO ST

E MISSION ST

DE LA VINA ST

N HOPE AV

S SALINAS ST

N MILPAS ST

LAS POSITAS RD

E ALAMAR AV

S MILPAS ST

W CARRILLO ST

E HALEY ST

GARDEN ST

CACIQUE ST

E CABRILLO BL

GARDEN ST

NSALINAS ST

CACIQUE ST

SAN ANDRES ST

W CABRILLO BL
HWY 101

CLIFF DR

E ALAMAR AV

W ALAMARAV

FOOTHILL RD

W MISSION ST

S HOPE AV

FOOTHILLL N
Waterfront
West Beach
Lower
State
Westside
West Mesa
West
Downtown
San Roque
Upper
State
Milpas
Lower West
Lower
Riviera
Lower East
Laguna
Hitchcock
Eastside
East Mesa
Downtown
Bel Air
Alta Mesa
Upper
East
Samarkand
Riviera
Oak Park
Hope
Foothill
Eucalyptus
Hill
East
San
Roque
East Beach
Coast
Village
Cielito
Campanil
Hidden
Valley
Boundary
City Limits
Neighborhood
Project Area
Main Street
Path: H:\Group Folders\GIS\Housing\ODS\Project Area Map 1 - Basemap 11x17 Dec 2021.mxd City of Santa Barbara, Planning Division, AJN, TRB, December, 2021 0 0.125 0.25 0.5
Mile
1:28,000
NAD 1983 State Plane
California V FIPS 0405 (Feet)
Large
Medium
Small
Corridor
Large
Medium
Small
Neighborhood
Large
Medium
Small
Coastal Zone
Final Draft — January 19, 2022 Objective Design Standards Existing Conditions 43 Chapter 3 — Existing Physical Character
Neighborhood Atlas
Careful analysis of the characteristics of different neighborhoods was compiled into a Neighborhood Atlas that informed which new zoning and architectural standards would apply to each neighborhood.

Test Fits
After the initial draft of the zoning were completed, the team tested potential build out on several typical lot sizes within each zoning district.

The ODDS provide building footprint and massing composition standards that are coordinated with the allowed architectural styles.

Neighborhood Atlas: Overview
Santa Barbara ODS — Work Group Meeting Two 28
Coast Village
Downtown
East Beach
East Mesa
Eastside
Hitchcock
Laguna
Lower East
Lower Riviera
Lower State
Lower West
Milpas
Oak Park
Upper East
Upper State
West Beach
West Downtown
West Mesa
Westside
Zoning Envelope Testing: 2121 Oak Park Lane
209'-10" x 155' (R-M)
Topic
• Text
• Text
• Text
Santa Barbara ODS — Work Group Meeting Two 19
* *
*solar access does not apply to this site
without open yard* with open yard*
Wow, Opticos tackled this
challenging problem very
thoroughly and effectively, and
created a document that achieved
something I was not sure was
possible."
City of Santa Barbara
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Objective Design and
Development Standards
San Anselmo, California | 2024
New Zoning and Architectural Standards Provide
Alternative Ministerial Path to Planning Approvals
The Town of San Anselmo hired Opticos Design Inc., to customize the Marin County ODDS Toolkit, a form-based code that Opticos developed for Marin County cities and towns. The intent of the ODS is to provide applicants and developers with a clear understanding of the Town's expectations for multi-family and commercial mixed-use developments. The ODS provide clear and effective standards to streamline review processes and enable more housing production.

Highlights

1. ODS standards address proposed Housing Element densities.

2. Opticos prepared visual simulations for five housing sites to demonstrate standards.

3. ODS standards for public frontage allow transition to existing frontage conditions.

4. Engagement with Planning Commission Subcommittee composed of two local architects.

Project Area + Context
Citywide - Properties zoned for
multi-family and commercial
mixed-use development
Degree of Change
Envisioned Transformative
Change
Products
Objective Design Standards
including site visualizations,
new zoning and architectural
standards
Status
Adopted
Reference
Heidi Scoble, Planning Director
Town of San Anselmo
415-258-4636
hscoble@townofsananselmo.
org
40 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

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Above: Town staff directed Opticos to test specific site development scenarios. The test results were used to refine the ODS standards.

Left: Existing buildings informed the Architectural standards.

Above and Right:

ODS standards focused on regulating
architecture and site design.

6. Encroachments
Encroachments into Minimum Setbacks
Encroachment Type Front Side St. Side10 Rear10
Architectural Features 2' max. 2' max. 1' max. 5' max.

Private Frontages P11 P11 X X
Patio Covers
X X
1' max. 5' max.

Stairs/Ramps P11 P11 1' max. 5' max.

Decks (Max. 3' Above
Grade)
X X
5' max. 2' max.

Ramps providing ADA or FHA visitability are allowed within setbacks but shall not encroach within public ROWs.

Fences, hedges, and other screen devices are allowed within setbacks as identified in Section 10-20.05.020 (Screening). 10 No encroachment allowed for Accessory Structures
11 See Subsection 2 of the selected private frontage type Encroachments into Public Right of Ways (ROW)
Upper story encroachments on front and side street require 8' min. of vertical clearance.

5. Building Placement
Setback (Distance from ROW/ Development Site Line)9
Front (Facade Zone)
Interior Development Site 10' min.; 15' max.

Corner Development Site 10' min.; 15' max.

Side Street (Facade Zone)
Primary Building 10' min.; 15' max.

Accessory Structure(s)
15' min.

Side
Primary Building
5' min.

Accessory Structure(s)
5' min.

Rear
Primary Building
15' min.

Accessory Structure(s)
5' min.

Building Facade
Facade Zone
Front St. Side St.

Façade Zone Defined by Primary
Building/Frontage (See Subsection
10-20.12.030.2)
70% min. 60% min.

Facade Design
All building facades shall be designed in compliance with Article 8 (Specific to Architectural Design).
9 Development sites with slopes ≥ 6% shall comply with
Section 10-20.05.050 (Slope Standards).

Key P = Allowed X = Not Allowed N/A = Not Applicable
Side Street
Front Street (Narrowest Side)
Front Street (Narrowest Side)
Side Street
max. min.
min.
max.
min. min.

ROW/ Dev't Site Line
Building Setback Line
Buildable Area
Acc. Structures Only
Facade Zone
Key
ROW/ Dev't Site Line
Setback Line
Encroachment Area
Key
21 Zones
Adoption Hearing Draft – June 09, 2023
Town of San Anselmo Objective Design and Development Standards 10-20.03.050: Neighborhood.Medium (N.M)

4. Building Form
Height
Primary Building5
Stories 3 max.

To Highest Eave/Parapet 26' max.

Overall 35' max.

Ground Floor Finish Level
Residential 6" min.6
Non-Residential 6" max.

Ground Floor Ceiling
Residential 9' min.

Non-Residential 12' min.

Accessory Structure(s)7 1 max.

Footprint
Max. Development Site
Coverage
See standards in Article 6
(Specific to Building Types)
Depth, Ground-Floor Space 20' min.8
5 See Article 6 (Specific to Building Types) for refinements to massing and height standards.
6 Common entries may be set at grade in compliance with local and federal accessibility standards.
7 Each accessory structure 120 sf max. and 8' max. height if located in required setback areas.
8 For habitable/occupiable space only

3. Building Types and Development Site Size
Allowed Building
Types
Development Site1 Standards
Width Depth
House-Scale
Ancillary Building2 N/A N/A 10-20.06.040
Duplex Side-by-Side 55' min. 110' min. 10-20.06.060
Neighborhood
Townhouse
18' min.3 100' min. 10-20.06.100
Neighborhood
Courtyard
70' min.4 150' min. 10-20.06.110
Multiplex 75' min. 110' min. 10-20.06.130
Block-Scale
Main Street Building 25' min. 100' min. 10-20.06.140
Each development site shall have only one primary building type. 1 Development sites of at least 3 acres or over 700' long or deep are required to include civic space and new street(s) per Article 10 (Specific to Large Sites).
2 The Ancillary Building is not a primary building type. 3 Represents one townhouse
4 For an L-shaped building; 100' min. for a U-shaped building ROW Line
Side Street
Front Street (Narrowest Side)
Interior
Development Site
Corner
Development Site Interior Development
Site
ROW Line
Key
ROW/ Dev't Site Line
Key
20 Zones
Adoption Hearing Draft – June 09, 2023
Town of San Anselmo Objective Design and Development Standards 10-20.03.050: Neighborhood.Medium (N.M)
10-20.03.050 Neighborhood.Medium (N.M)
General note: the illustrations above are intended to provide a brief overview of the zone and are descriptive in nature.

2. Sub-Zone(s)
None

1. Intent
A walkable neighborhood environment with medium-to-large footprint, moderateintensity housing choices, including mixed-use buildings with neighborhoodserving retail and services.

The following are generally appropriate form elements in the zone.

Mix of House-Scale and Block-Scale
Buildings
Duplex Side-by-Side, Neighborhood
Townhouse, Neighborhood Courtyard,
Multiplex, and Main Street Building Primarily Detached Buildings Medium-to-Large Building Footprint
Small Front Setbacks
Porch Projecting, Porch Engaged,
Dooryard, Shopfront and Terrace
Frontage Types
Small Side Setbacks
Up to 3 Stories
19 Adoption Hearing Draft – June 09, 2023
Town of San Anselmo Objective Design and Development Standards 100 Center/613 Sir Francis Drake Blvd | Site Test
NN
Sir Francis Drake Blvd.

Center Blvd.

Front Setbacks Proposed Required
Sir Francis Drake 5' 10' min., 15' max.

Center Blvd 10'-15' 10' min., 15' max.

Bridge Ave 10' 10' min., 15' max.

Bridge Ave.

A)
View 2
View 1
View 1
View 2
San Anselmo Final Site Visualizations — June 09, 2023 Opticos Design, Inc. © 2023 6 Testing Scenario: N.S Objective Design and
Development Standards Zone
Building Type Fourplex
Massing Type Sloped Roof Box (Hipped Option)
Occurrences
Height 2 stories (30')
Building, W x D 25' x 48' Main Body (2 Stories)
12' x 16' Wing (1 Story)
Building, Gross Area 2,600 sf
Building, Com'l Area 0 sf
Building, Coverage 22%
Front Building Setback 15'
Units, Total 4 du
Units, Average Size1 679 sf
Parking
Parking, Total Count 4 sp
Parking, Type Surface
Resultant Yields
Parking Ratio 1 sp per unit
Density 26.9 du/acre
FAR 0.42
W= Width; D= Depth
1Assumes circulation of 0% for Fourplex (no hallways).

N
58 Magnolia Ave | Site Test
Site Plan Key
Parking
Existing Grade
D)
View
Site Plan
Magnolia Avenue
San Anselmo Final Site Visualizations — June 09, 2023 Opticos Design, Inc. © 2023 13 Samples City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 41 EXHIBIT A ATTACHMENT 3

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42 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal Samples EXHIBIT A ATTACHMENT 3

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Disclosure of Litigation
Opticos has neither been disciplined or censured by any regulatory body, nor, within the last five years, been involved in litigation or other legal proceedings relating to the provision of services.

Disclosure of Litigation City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 43 EXHIBIT A ATTACHMENT 3

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References
44 City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal References EXHIBIT A ATTACHMENT 3

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ATTACHMENT 2 - REFERENCES

OBJECTIVE DESIGN AND DEVELOPMENT STANDARDS CONSULTANT SERVICES *THIS FORM MUST BE PRINTED OUT, COMPLETED AND SUBMITTED WITH THE PROPOSAL* List three (3) references for work of a similar nature to the Services performed within the last five (5) years. Use additional sheets as necessary.

Reference No. 1.

Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Amount
Reference No. 2.

Name of Agency Agency Address
Contact Name Contact Title
Contact Telephone Contact Email Address
Contract Period Contract Amount
(next page)
County of Marin, CA 3501 Civic Center Dr Ste 329, San Rafael, CA 94903 Jillian Nameth Zeiger Principal Manager
415-473-7549 [email protected]
6/22/21 - extended to 12/31/25 $442,462.49
Town of San Anselmo
Heidi Scoble
415-258-4636 [email protected]
Planning and Building Director
525 San Anselmo Avenue,
Second Floor
San Anselmo, CA 94960
2019-2023, adopted $153,000
Contract Period
Description of services performed including costs.

Prepared Objective Design and Development Standards Toolkit for 11 jurisdictions in Marin County. Also provided supporting services, ranging from architectural style documentation, site testing, and meeting facilitation.

References City of Carmel-by-the-Sea | Objective Design and Development Standards Proposal 45 EXHIBIT A ATTACHMENT 3

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Carmel-by-the-Sea City CouncilOctober 6, 2025

Carmel-by-the-Sea City Council
October 6, 2025