Agenda packet — Carpinteria City Council, June 27, 2022 (part 2 of 3)

Budget Comparison Report
Account Number
Fund: 103 - MAJOR ASSET REPIACEMENT AND REPAIR RESERVE
Expense
Program: 330 - Code Compliance
lj3-33t-5762 Vehicle Purchase
Total Program:330 - Code Compliance:

Program: 500 - Park & Facilities lmprovement and Maintenance I03-50L-5762 Vehicle Purchase
Total Program:500 - Park & Facilities lmprovement and Mai Total Expense:

Total Fund: 103 - MAJOR ASSET REPTACEMENTAND REPAIR
Fund: 104 - MEASURE X FUND
Expense
Program: 120 - City Attorney
1O4-L2I-527O Legal Services
Total Program: 120 - City Attorney:

Program: 130 - City Clerk
IO4-t3L-5207 Professional Services
Total Program: 130 - City Clerk:

Program: 160 - Economic Vitality
104-161-5201 Professional Services104-163-520I Professional Services L04-L63-5279 SB County Branch Library
104-163-5601 Community Services Grants
104-163-5602 Community Services Agreemer
Total Program: 160 - Economic Vitality:

Program: 170 - taw Enforcement
IO4-I7L-5254 SB County Sheriff
Total Program: 170 - Law Enforcement:

Program: 180 - Racial Equity
104-181-5100 RegularWages
104-181-5106 Other Pay104-181-5120 Health lnsurance
LO4-L8L-572I Dental lnsuranceIO4-18L-5!22 Life lnsuranceIO4-18L-5L23 Disability lnsurance 104-181-5130 PERS CLASSIC Contribution
704-t8L-5I32 PERS Prepay UAAL
Parent Budget
FY 202t122F\ 2O22AB
60,000.00
10,400.00
2s0,000.00
75,000.00

0.00 34,[email protected]
2,100.00
5,000.00
150.00

50.oo
100.00
3,600.00
5,000.00
Comparison I
Budget
FY 202tl22
FY 2O22EFB
60,d)0.00
10,t00O.00
2s0,000.00
75,000.00
22_OSO,OO34,m0.00
2,100.005,000.00
150.00

50.@
100.00
3,600.00s,000.00
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
%
o-oo0.000.00

0.000.000.000.00

0.00o.oo0.000.00

0.00 0.000.000.000.000.000.000.00

0.000.000.000.000.000.000.00

0.000.00

0.000.00
o.oo0.000.000.000.000.000.000.000.000.00o.oo0.000.000.000.000.000.000.000.00

0.000.000.00

0.000.000.000.000.000.00

0.000.00

0.000.000.000.000.000.00

0.000.00
o.oo%o.oo%o.oo%o.o0%o.oo%o.o0%o.o0%o.oo%0.oo%
o.o0%
o.o0%
o.oo%o.oo%

0.00 44,000.00 45,650.00 1,6s0.00 3.7s%0.00 44,000.00 45,650.00 1,650.00 3.75%0.00 76,m0.00 36,000.00 -40,000.00 -s2.63%

0.00 76,000.00 36,fl10.00 -40,000.00 -52.63%

0.00 120,000.00 81,650.00 -38,350.00 -3t.96%0.00 120,000.00 81,650.00 -3&3s0.00 -31.96%0.oo 67,5(x).OO 5,000.@ -62,s00.00 -92.59%o.oo 62500.('(, 5,000.00 -62,500.00 -92.s9%o.oo 18.fi)O.00 0.00 -18.000.00 -roo.oo%o.oo 18,000.00 0.00 -1&000.00 -too.oo%0.000.000.000.000.00

0.000.000.000.00

22.O50.OO

0.00 395,400.00 417450.00 22,050.00 s.sa%o.oo 6@,000.00 [email protected] 0.00 0.oo%o.oo 600,[email protected] 600,000.00 0.00 0.oo% 6/t6/2022 7i27i44 PM Page 15 of 35
I
Budget Comparison Report
Account Number
104-181-5140
104-181-5150104-181-51511 04-181-5152104-181-5201
104-181-52140104-181-5512
Medicare TaxFlexible Benefits ProgramFitness Benefit
Cell Phone Allowance
Professional Services
Utility - Communications/TelegMeetings & Travel
Total Program: 180 - Racial Equity:

Program: 220 - Management lnformation Services
L04-22I-536O Software Subscription/Mainter
Total Program: 220 - Management lnformation Services:

Program: 300 - CDD Administration & Planning
104-302-5100 Regularwages
104-302-51"06 Other pay104-302-5120 Health tnsuranceI0/.-3O2-5L2L Dental lnsurance f04-3O2-5I22 Life lnsurance
t04-3O2-5I23 Disability tnsurance
104-302-5131 PERS PEPM Contribution
104-302-5132 PERS Prepay UAAL104-302-5140 Medicare Tax104-302-5150 Flexible Benefits Program104-302-5151 Fitness Benefit 104-302-5152 Cell PhoneAllowance104-302-5201 Professional Services Total Program: 300 -.CDD Administration & Planning:

Program: 310 - Housing
104-311-5201 Professional Services
Total Program: 310 - Housing:

Program: 430 - Street Maintenance
1O4-43L-5302 Street Maintenance
Total Program:430 - Street Maintenance:

Program: 500 - Parks & Facilities lmprovement and Maintenance 104-502-5100 Regularwages
104-502-5104 Overtime Pay104-502-5106 Other Pay104-502-5120 Health lnsurance LO4-502-5t2t Dental lnsurance
Parent BudPet
F( 2o2tl22
FY 2022 AB
Comparison 1
Budget
FY 2O2u22
FY 2O22EFB
Comparison 1
to Parent
Rrr.{oal
%

0.000.000.000.000.00

0.000.00

0.00 0.00

0.000.000.00

0.000.00

0.00 0.000.000.000.000.00

0.00 0.000.00

0.000.000.000.00

0.000.000.00

0.00 o.oo%o.oo%
o.oo%o.oo%
o.oo%o.oo%o.00%
o.oo%

0.oo%o.oo%o.oo%
o.oo%o.00%o.00%
o.oo%o.oo%o.o0%o.oo%
o.oo%
-70.37%
lncrease /
(Decrease)

0.00 0.000.000.00

0.000.000.00

0.00 116,800.00 116,800.dt 0.00 0.oo%0.00 6,000.00 4000.00 -2,000.00 -33.33%

0.00 6,000.00 4000.00 -2,000.00 -333?%
5(x).003m.00
100.00
150.00
63,600.00
150.00
2,W.@
20,000.00
6m.00
6,000.oo
600.(x)[email protected])
2,@0.00
100.00
[email protected]
300.00

0.00 200.o0
13t(no.00
5(X).q)
300.00
1(X).(X)1so.00
63,600.00
150.00
2,m0.q)
20,000.00
6Cn.00
6,000.00
6d).OO
100.oo
100.00
2,[email protected]
100.00
300.00300.00
s0.00
200.00
40,000.@

0.00 0.000.oo0.00

0.000.00

0.000.000.000.00

50.00 0.00
-95,000.00

0.000.00

0.000.000.00

0.000.00

0.000.000.00

0.000.00

0.000.000.000.00

0.000.00

0.000.000.oo

0.000.000.000.000.000.00

0.00 0.00

0.000.000.00

0.000.000.000.00

0.00o.o0

0.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.000.00

0.00 165,300.00 70,350.00 -94,9s0.00 -s7.44%0.00 0.0o 10,(x)0.00 10,000.00 0.oo%

0.00 0.0{t 10,000.00 10,000.00 0.oo%0.00 150,0cp.00 0.00 -150,000.00 -100.00%

0.00 150,flr0.0o 0.00 -150,000.00 -100.00%
135,000.00
500.00
3,800.00
64,000.00
4000.00
13s,000.00
500.00
3,800.00
64,000.00
4000.00
o.oo%o.oo%o.oo%
o.oo%O.OOo/o
6/16/2022 7:27:44 PM Page 16 of 35
Budget Comparison Report
Account Number
704-502-5122 Life lnsurance
!O+5O2-5t23 Disability lnsurance104-502-5130 PERS CLASSIC Contribution104-502-5131 PERS PEPRA ContributionIO4-5O2-5I32 PERS Prepay UAAL 104-502-5140 MedicareTax104-502-5150 Flexible Benefits Program 104-502-5151 Fitness Benefit

1.0+502-5752 Cell Phone Allowance
IO4-5O2-5L7L Uniform Allowance104-502-5180 lndividual Equipment/Safety7O4-5O2-520I Professional Services 104-502-5345 Equipment Repairs/Replaceme
7O+5O2-544O Utility - Communications/Tele1
104-502-5500 Printing & Advertising104-502-5536 Equipment/Office Rent & Leas,104-502-5560 Supplies & MaterialsLO4-5O2-5763 Furniture & Fixtures 104-502-5764 lmprovements
Total Program: 500 - Park & Facilities lmprovement and Mai Total Expense:

Total Fund: 104 - MEASURE X FUND:

Fund: 201 - TRAFFIC SAFETY FUND
Expense
Program: 330 - Code Compliance
2OL-33L-57O2 Part-time Wages2O!-33L-5L3L PERS PEPRA Contribution2Ot-33L-5t32 PERS Prepay UAAL 20t-3iL-5t40 Medicare Tax
Total Program:330 - Code Compliance:

Total Expense:

Total Fund:201 - TRAFFIC SAFETY FUND:

Fund:202 - IIBRARY FUND
Expense
Program: 220 - Management lnformation Services
202-22L-52OI Professional Services
2O2-22L-536O Software Subscription/Mainter
Comparison 1
Budget
Parent Budget
nt2021122 pt2g2tl22
FY2O22AB FYaO22EFB
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
%

72.sO%
o.oo%o.oo%o.oo%

53.8s%
o.oo%

0.00 0.000.000.00

0.000.000.000.000.00

0.000.000.000.00

0.000.000.000.000.000.000.00

0.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.000.00

0.000.00

0.000.000.00
o.000.000.000.000.00

0.000.00
-s0.00

0.000.000.00

0.000.000.00
600.005(n.00
1,500,00
6,7CD.003,s00.00
1,500.00
2,[email protected]
800.00
soo.00,+00.00
700.00
24000.00

50.00 800.00

50.00 s,400.00
[email protected]
10mo.q)

1.000.00
600.00500.00
1,500.fi)
6,700.00
3,500.00
1,500.00
2,700.@
800.00500.00
itoo.00
700.@
24,(x)0.00
o.00
800.00

50.00 5,400.00
100.oo
10,000.00
1,(X)0.00

0.00%0.o0%0.oo%
o.oo%o.oo%
o.oo%o.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%
-LO9.OO%
o.oo%o.oo%o.oo%

0.oo%o.oo%o.oo%

0.00 0.00

0.000.000.000.00

0.000.000.000.000.000.00

0.000.00

0.000.00
o.00

0.000.000.00

0.oo 268,100.00 258,050.00 -50.00 -o.o2%0.00 1,787,100.00 1,491,650.00 -295,450.00 -t6.53%0.00 1,782100.00 1,491,650.00 -295,450.00 -t6.53%

0.000.000.000.00

0.00 0.000.00
o.00
16,000.00
s00.00

50.00 2S0.OO
13,000.00

0.00 18,m0.00
500.00

50.00 250.00
20,000.00
3,000.00
2,000.00

0.000.000.oo
7,000.003,000.00

0.00 16,8m.00 18,800.(E 2,000.00 l'-.9o%o.o0 r5r00.00 18ro0.(xl 2,000.00 1t.90%0.00 15,800.00 18,800.00 2,000.00 11.90% 6/L612O22 7:27:44 PM

0.00o.oo
Paqe 17 of 35
_t
Budget Comparison Report
Account Number
202-22t-5565 Computer Hardware/ Replacer
Total Program:220 - Management lnformation Services:

Program: 500 - Parks & Facilities lmprovement and Maintenance 202-501-5100 RegularWages202-501-5106 Other pay
202-501-5120 Health lnsurance202-501-5121 Dental Insurance202-50L-5t22 Life tnsurance2O2-S0I-5123 Disability lnsurance202-501-5130 PERS CLASSIC Contribution2O2-5OL-5L32 PERS Prepay UML 202-501-5140 Medicare Tax202-501-5150 Flexible Benefits Program202-501-5151 Fitness Benefit2O2-5O7-5L52 Cell PhoneAllowance 2O2-5O1-544O Utility - Communications/Tele1202-501-5512 Meetings & Travel Total Program: 500 - Park & Facilities lmprovement and Mai Program:550 - City tibrary
202-s5G5100202-550-5r02202-550-5106
202-550-5120
202-550-5rzt202-550-5t22
202-550-5123
202-550-5130202-s5(F5131202-550-5132
202-550-5140202-550-5150202-550-5151202-550-5152202-55G.5201202-550-5203202-550-534s202-55G5440202-ssG.ss00202-55S5510 Comparison 1
Budget
Parent Budget
P{ 2O2u22 FY 2O2u22
FY2022AB W2022EFB
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
%

0.00 0.00

0.00 0.000.000.00

0.000.000.000.000.00

0.00 0.000.000.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.00 0.00

0.000.000.000.000.000.00

0.000.000.00

0.000.000.000.00

0.00 0.000.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.000.000.000.000.00

0.000.00

0.000.000.000.000.00

0.000.000.00

0.000.000.000.00
o.oo%o.oo%o.oo%o.oo%
o.oo%o.00%o.oo%0.oo%

0.oo%o.oo%o.oo%o.oo%
o.oo%o.oo%
-12.50%
-37.50%
o.oo%o.oo%
o.oo%o.oo%o.oo%
-77.1t%
o.oo%

0.oo%o.oo%o.oo%o.oo%o.00%

32.rO%
o.oo%o.oo%o.oo%

0.oo%
-8s.oo%

0.00 3,000.00 3,@o.@ 0.00 0.oo%0.00 16,000.00 26,000.00 10,000.00 62.so%

0.00 33,850.00 33,850.00
20,cD0.00
L000.0o
3,000.00
100.00100.00
1&).ff)
3,[email protected],500.00
4o0.00
2so.o0

50.00 2(X).00
150.00
2,m0.00
80,000.00
16,000.00
3,m0.m9,000.m
600.00
/[email protected]
3{n.oo
9,@0.@

0.00 10,000.00
2,000.(D
[email protected]
750.00
300.00
tto,[email protected]
10,000.00

0.000.000.00
5,(nO.00
20,mo,0o
1,000.00
3,[email protected]
100.00
100.00100.00
3,000.003,s00.00
400.00
2so.00

50.00 2m.00150.00
2,00o.00
70,000.00
10,000.00
3,000.009,000.00
[email protected]
'f00,00300.00
8,0m.00
1,off).00
10,000.00
2,000.00
Lo(X).00
750.00
300.00
s3,500.00
1qm0.00
500.0o500.00
10m.00
750.00

0.00 0.oo%
Regular Wages
Part-time Wages
Other Pay
Health lnsuranceDental lnsurance
Life lnsuranceDisability lnsurancePERS CLASSIC ContributionPERS PEPRA Contribution PERS Prepay UAALMedicare TaxFlexible Benefits ProgramFitness Benefit Cell Phone Allowance
Professional ServicesLibrary Operating Services
Equipment Repairs/Replaceme
Utility - Comm unications/Tele1
Printing & AdvertisingDues & Subscriptions

0.000.000.000.00

0.000.000.00

0.000.000.000.000.000.oo0.000.000.000.000.000.00

0.00 0.000.00

0.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.000.000.000.000.00
-10,000.00
-6,000.00

0.000.00o.oo0.00

0.00 -1,000.00
1,000.00

0.000.000.000.000.00
13,000.00

0.00 500.00s00.00
s,000.00
-4,250.OO
6116120227i27:44 PM Page 18 of 35
Budget Comparison Report
Account Number
202-550-5512202-550-5560202-550-5567
202-550-576L202-550-5763
Meeting & Travel
Supplies & Materials
Landscaping Supply Repairs &Major Equipment
Furniture & Fixtures
Total Program: 550 - City tibrary:

Parent Budget
w202!22
FY 2022 AB

0.00 5,0cr0.00

0.00 42,550.00
1s,000.00
4L000.0o
2,200.00
400.00
1,500.00
6 900.00
600.00
100.00100.00
4400.00
6,m0.00
600.00s50.00
100.00
300.00
6,500.00
9,800.00
1,600.00
250.00
2,3(X).00
2s0.00

50.00 50.00
750.00
1,200.0t)
2so.006s0.00

50.o0
Comparison 1
Budget
Ft 2g2tl22
FY 2O22EFB
Comparison 1
to Parent
Budeet
lncrease /
(Decrease)
%
Total Expense:

TotaI Fund:202 - IIBRARY FUND:

Fund: 204 - PARK MAINTENANCE FUND

0.00 0.000.000.000.00

0.00 0.000.000.000.000.000.000.00

0.000.000.000.00

0.00 0.000.000.000.000.000.000.000.000.000.000.000.00

0.000.000.000.000.00

0.000.000.00

0.000.00

0.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.00o.o0

0.00 0.000.000.00

0.00 0.00 250,400.00 267,65l,'00 t7,25o.oo 6.89%0.00 300,250.00 327"[email protected] 27,25O.OO g.Oa%0.00 300 250.00 322500.00 27,2so.oo g.oa% 500.00
5,@0.002,000.00
58,550.00
15,0m.00
500.00

0.00 2,000.00
16,000.o0

0.00 0.00
1,800.00
-400.00

0.000.00

50.00 0.00

0.00 0.000.000.000.000.00
2,200.oo
-600.00

0.000.000.000.000.000.000.00

0.000.000.00
o.oo%o.oo%o.oo%

37.60%
o.00%
o.oo%
8L.82%
-100.00%
o.00%O.O0/oo.oo%o.oo%

50.oo%
o.00%o.oo%o.oo%o.oo%o.oo%
o.oo%o.oo%

22.45%
-37.sO%
o.oo%
o.oo%0.oo%
o.oo%o.oo%
o.00%o.oo%o.oo%o.oo%o.oo%
Expense
Program: 500 - Park & Facilities lmprovement and Maintenance 204-501-5100 RegularWages204-501-5702 Part-time Wages204-501-5104 Overtime Pay 204-501-5106 Other Pay
204-501-5720 Health lnsurance204-5OL-5t21 Dental lnsurance204-501-5122 Life lnsurance204-5Ot-5I23 Disability lnsurance 204-501-5130 PERS CLASSIC Contribution2O4-5Ot-5732 PERS Prepay UAAL 20/,-5OL-514O Medicare Tax
204-501-5150 Flexible Benefits Program
204-501-5151 Fitness Benefit2O4-5OL-5152 Cell PhoneAllowance2O+5O2-51OO Regular Wages2O4-5OZ-51O2 Part-time Wages2O4-5O2-5!O4 Overtime Pay2O4-5O2-51OG OtherPay 2O4-5O2-5L20 Health lnsurance204-502-5121 Dental lnsurance204-502-5122 Life lnsurance204-502-5t23 Disability lnsurance 204-502-5130 PERS CLASSIC Contribution
20d-5O2-5132 PERS Prepay UAAL2O4-5O2-574O MedicareTax
ZO4-5O2-5L5O Flexible Benefits Program2O4-5O2-5tsL Fitness Benefit

0.000.000.000.00

0.00 0.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.00 0.000.00

0.000.000.000.00
4L000.00
4000.00

0.00 r"500.00
6,900.(D
6(x).00
100.001SO.OO
44O0.00
6,000.o0
600.00
s50.00
100.00
300.00
6,500.00
14m0.00
1,c[n.00
2s0.00
2,[email protected]
250.00

50.00s0.00
750.00
1,200.00
250.00
650.00
s0.oo
6l 16/2022 7 :27:44 PM Page 19 of 35
L,L
Budget Comparison Report
Account Number
204-502-5770 Uniform Cleaning
2O4-502-5I7L Uniform Allowance
204-502-5180 tndividual Equipment/Safety204-502-5301 Contract Services204-502-5345 Equipment Repairs/Replacem€204-502-5350 Landscape Maintenance204-502-5356 Tree Maintenance 204-502-5357 Tree Replacement204-502-5362 Janitorial Services 204-502-5400 Utility- Electric
204-502-5420 Utility - Sewer204-542-5430 Utility - Water 204-502-5536 Equipment/Office Rent & Leas,204-502-5560 Supplies & Materials 204-502-5561 Janitorial Supplies204-502-5567 Landscapingsupply Repairs &
204-502-5581 Vehicle Operations & Mainten;204-502-5582 Fuel Expense Total Program: 500 - Parks & Facilities lmprovement and Mai Program:530 - Ocean Beach Services
204-531-5301 Contract Services
Total Program:530 - Ocean Beach Services:

Total Expense:

Total Fund:204 - PARK MAINTENANCE FUND:

Fund: 205 - GAS TAX FUND
Expense
Program:430 - Street Maintenance
205-431-5100 RegularWages205-431-5104 Overtime Pay
205-431-5106 Other Pay
205-431-5108 lnterpreter Pay
205-431-5120 Health lnsurance205-431-5121 Dental lnsurance2O5-43I-SL?2 Life lnsurance 205-431-5123 Disability lnsurance205-431-5130 PERS CLASSIC Contribution205-431-5131 PERS PEPRA Contribution205-431-5132 PERS Prepay UAAL Comparison 1
Budget
Parent Budget
FY 2021,122 FY 2O2u22
FY2O22AB FYzOzzEFB
Comparison 1
to Parent
Blrdpct
lncrease /
(Decrease)
%

0.000.000.000.00

0.000.000.00

0.000.00

0.000.000.000.000.00

0.000.00

0.000.000.000.000.00

0.000.00

0.000.000.00

0.000.000.000.00

0.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.000.00

0.00 0.000.00

0.000.000.000.00

0.000.00
1,200.00
3,500.00

0.00 5,000.00

0.00 200.00
o.oo%

0.oo%o.oo%O.0O/oo.oo%
o.oo%o.oo%o.00%o.oo%o.oo%
o.oo%o.oo%
t20.oo%
2333%
o.00%

33.33%
o.oo%

20.oo%
o.00%
-20.oo%
o.oo%o.oo%o.oo%o.oo%o.oo%o.oo%

0.oo%
o.00%
o.oo%
o.o00.00

0.00 0.00o.oo

0.000.000.00

0.000.000.000.000.000.000.00

0.00 0.00

0.00 0.000.000.00

0.000.00

0.000.000.000.000.00

0.000.000.000.00

0.000.000.000.000.00

0.000.000.000.00

0.00 0.00

0.00 413,550.00 426,500.00 12,950.00 3.13%
o.00 22,000.00 24000.00 0.00 0.oo%0.00 22,000.00 2&000.00 0.00 0.oo% o.00 435,550.00 rf4&500.00 12,950.00 2.97%0.00 435,550.00 448,500.00 x2,950.00 2.97% 1,m0.00
200.00
350.00
5,000.(n
10,500.00
1$,5m.00
u,cxn.00
1,(x)0.(x)
29,400.@
4,350.003,000.00
103,800.(p
1,c[D.00

1.s,000.oo
6,000.00
15000.00
1,[email protected],000.00
69,800.fi)
2s00.00
4,7W.@
1m.(D
14,200.00
1,700.00
250.00250.00
6,300.001,200.00
8,000.00
1,0m.00
200.00350.00
5,000.00
lqsoo.00
115,500.00
12,@0.00
1,000.00
29,i800.C[)
4,350,003,000.q)
103,800.(x)
2,200.00
18,500.00
6,000.cx)
2qm0.00
1,dto.fi)1,200.00
69,800.00
2,000.(n
+7(n.N
100.00
142Cp.00
1,700.00
250.00
250.00
6,300.00
1,2Cp.00
8,000.00

0.00 -s00.00

0.000.000.000.000.000.000.00

0.00o.00
6/16/2022 7227i44 PM Page 20 of 35
Budget Comparison Report
Medicare TaxFlexible Benefits ProgramFitness Benefit
Cell Phone Allowance
Uniform CleaningUniform Allowancelndividual Equipment/SafetyEquipment Repairs/ReplacemeUtility - CommunicationsfelelPrinting & Advertising Dues & SubscriptionsMeetings & TravelEquipment/Office Rent & Leas, Supplies & MaterialsVehicle Operations & Mainten;
Fuel ExpenseMajor Equipment
Total Program:430 - Street Maintenance:

Program: 500 - Parks & Facilities lmprovement and Maintenance 205-502-5100 Regularwages2OS-5O2-SLO4 Overtime Pay205-502-5106 Other Pay 2O5-5O2-5L2O Health lnsurance205-5O2-5t2I Dental lnsurance205-502-5122 Life lnsurance2A5-502-5723 Disability lnsurance205-502-5130 PERS CLASSIC Contribution 205-502-5732 PERS Prepay UAAL205-502-5140 Medicare Tax
205-502-5150 Flexible Benefits Program
205-502-5151 Fitness Benefit
Total Program:500 - Parks & Facilities lmprovement and Mai Total Expense:

Total Fund: 205 - GAS TAX FUND:

Fund: 206 - LOCAI- TRANSPORTATION FUND
Expense
Program:430 - Street Maintenance
206-431-5100 Regularwages
Comparison 1
Budget
Parent Budset
FY2O2L|22 FY2O2tl22 FY2022AB W2022EFA
Comparison 1
to Parent
Rrrdoet
lncrease /
(Decrease)
%
Account Number
205-43r-5L40
205-431-5150205-431-5151205-43L-5r52205-43t-5t70205-43L-5771 205-431-5180205-431-5345205-43r-5440
20s-431-ss0020s-431-5510205-431-5512205-43L-5536205-431-556020s-431-5581205-43r-5582205-43L-576t 1,100.001,250.00
[email protected]
300.00
1,6m.00
2,500.00
900.00
47,630.00
750.00
o.00
1,000.001m0.00
4300.00
29,600.001t000.ff)
23,000.0026-s20.OO
1,100.001,250.00
'o0.00300.00
1,000.00
900.00
350.00
17,m0.00
750.00
1,000.00
500.00750.00
4300.0o
25,000.00
s,000.00
23,00o.00

0.00 0.000.000.00
o.o0
-600.00
-1,600.00
-ss0.00
-30,630.00
o.oo
1,000.00
-500.00-250.00

0.00 -4,600.00
-10,000.00

0.00 -26.s20.OO
o.o0%
o.o0%0.oo%o.o0%
-3750%
-64.00%
-61.rr%
-64.3t%
o.oo%o.oo%
-50.4o%
-25.OO%
o.oo%
-L5.54%
-66.67%
o-oo%
-700.oo%

0.000.000.00

0.000.000.000.000.000.00

0.000.000.000.000.000.000.000.00

0.00 0.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.00

0.00 0.000.000.000.00

0.000.000.000.000.000.000.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.00

0.00o.oo

0.00 0.000.000.000.000.000.00

0.00 0.000.000.000.000.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.000.000.00
3,300.00
'0O0.00
150.00
1,1(p.00
100.00

50.o050.00
[email protected]
1,500.00

50.o0
100.00
s0.oo
3,[email protected]
s00.00
150.00
1,100.00
100.(x)

50.0050.00
s00.00
1,500.00
s0.00
100.00

50.00 0.00
100.00

0.000.00

0.00 0.000.000.00

0.000.000.00o.oo
o.oo%

25.OO%
o.oo%
o.oo%
o.oo%
o.oo%o.oo%
o.oo%o.o0%o.oo%o.00%o.oo%

0.00 265,850.00 191,100.00 -74,75O.OO -28.12%

0.000.000.00

0.00 7,350.00 1450.00 100.00 t.36%0.00 273"200.00 19&550.00 -74,6s0.00 -27.32% o.0o 273,200.00 198"551r.q, -74650.00 -27.32%
611612022 7 i27 i44 PM

0.00 0.00 0.00 37,600.00 37,600.00 0.00 0.oo%

Page 21 of 35 ends

Budget Comparison Report
Account Number
20G431-5104206-431-5105
20G431-5108206-431-5120206-431-5121206-43r-5r22
206-43r-5123206-431-5130206-431-5131206-431-5t32
206-431-5140206-431-5150
206-431-5151
206-43r-5152
206-431-5302
206-431-5560
Overtime PayOther Pay
lnterpreter PayHealth lnsurance
Dental lnsuranceLife lnsurance
Disability lnsurancePERS CLASSIC ContributionPERS PEPRA ContributionPERS Prepay UAALMedicare Tax Flexible Benefits ProgramFitness Benefit
Cell Phone Allowance
Street MaintenanceSupplies & Materials
Total Program:430 - Street Maintenance:

Total Expense:

Parent Budtet
Ft 202tl22
w 2022A'J
Comparison 1
Budget
FY 202!22
FY 2O22EFB
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
%

0.000.000.00

0.000.000.000.00

0.000.000.00

0.000.00

0.000.000.000.000.00

0.000.000.00

0.000.00

0.00 0.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.000.000.00
o.oo0.00

0.00 0.00 65,100.00 60,100.00 -s,000.00 -7.68%

0.00 65,100.00 60,100.00 -5,000.00 -7.68%0.00 65,100.00 60,100.00 -5,000.00 -7.68% 1,000.00
2,8m.00
1m.00
6,800.001,000.00
100.00
100.@
3,s00.00
400.00
5,[email protected]
600.007oo.oo200.00
200.00
4,000.00
1,000.00
46,@0.00
2,[email protected]
500.00
1,500.00
10,m0.00
800.(D2s0.00250.(n
4,200.00
1,000.00
s,m0.00
L(x)o.0o1,(x)0.q)
.tOO.00
200.00
3,300.00
1,[email protected]
2,800.00
1(x).00
6,8m.00
1,m0.00
100.@iln.(p
3,5(D.0o
400.(n
5,mo.m
600.00
700.00
2(x).00
2n.00
o.000.@
46,000.00
4,CXX).00
5m.00
1sm.00
10,m0.00
&D.002s0.00250.00
4,200.00
1,0m.00
tom.00
Lo0o,o0
L(nO.00
400.00
200.00

0.00 0.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.00
-4,000.00-1,000.00

0.00 1,800.00

0.000.000.00

0.00 0.00

0.000.000.000.00

0.00 -3,300.00
o.oo%
o.oo%o.oo%o.oo%o.oo%0.oo%
o.oo%o.oo%
o.@%o.oo%o.oo%o.o0%
o.oo%o.oo%
-rco.oo%
-too.oo%
o.00%
8r.82%

0.oo%o.oo%o.oo%
o.o0%o.oo%o.oo%o.oo%
o.oo%
o.oo%
o.oo%o.oo%o.o0%o.oo%
-700.oo%
Total Fund: 206 - LOCAT TRANSPORTATION FUND:

Fund: 207 - TIDELANDS TRUST FUND
Expense
Program: 500 - Parks & Facilities lmprovement and Maintenance 207-501-5100 Regularwages207-50t-SlO2 Part-time Wages
2O7-5OL-5LO4 Overtime Pay207-501-5106 Other Pay207-501-5120 Health tnsurance 207-501-5121 Dental lnsurance
207-507-5122 Life tnsurance
207-501-5123 Disability lnsurance
207-501-5130 PERS CLASSIC Contribution
207-501-5131 PERS PEPRA Contribution207-501-5132 PERS Prepay UAAL207-501-5140 Medicare Tax207-501-5150 Flexible Benefits Program 207-501-5151 Fitness Benefit207-501-5L52 Cell Phone Allowance207:502-5100 RegularWages

0.000.000.000.00

0.000.00

0.00o.000.000.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.000.00

0.000.000.000.000.00
o.000.000.000.000.00

0.000.000.00

0.000.000.000.000.000.00

0.000.00
6/t6/2O22 7i27i44 PM Page 22 of 35
Budget Comparison Report
Account Number
207-502-5102 part-time Wages 207-502-5L04 Overtime Pay207-502-5106 Other Pay 247-5O2-5t2O Health lnsurance 2O7-5O2-5L27 Dental lnsurance207-502-5!22 Life lnsurance 207-5O2-5t23 Disability tnsurance2O7-5O2-573O PERS CLASSIC Contribution2O7-5O2-5t3t PERS PEPRA Contribution 2O7-5O2-5t32 PERS Prepay UAAL 2O7-5O2-5I4O Medicare Tax2O7-5O2-SI5O Flexible Benefits Program2O7-502-53Ot Contractservices 207-502-5345 Equipment Repairs/Replaceme207-502-5350 Landscape Maintenance207-502-5362 Janitorial Services207-502-5560 Supplies & Materials207-502-5561 Janitorial Supplies207-502-5567 Landscaping Supply Repairs &
Total Program: 500 - Park & Facilities lmprovement and Mai Program:530 - Ocean Beach Services
2O7-53L-5LO2 Part-time Wages207-53L-5L04 Overtime Pay
207-531-5t4O MedicareTax
207-53L-5L47 Unemployment lnsurance2O7-53L-5L71 Uniform Allowance207-53L-53OI Contract Services207-531-5345 Equipment Repairs/Replaceme207-53L-5420 Utility - Sewer2O7-53L-544O Utility - Communications/Telel207-531-5510 Dues & Subscriptions207-531-5560 Supplies & Materials Total Program3 530 - Ocean Beach Services:

Total Expense:

Total Fund: 207 - TIDELANDS TRUST FUND:

Comparison 1
Budget
Comparison I
to Parent
Parent
FYFY 2022 AB
F( 202!22
FY 2O22EFB
lncrease /
(Decrease)
%

0.000.000.00

0.00 0.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00
o.oo

0.000.00

0.000.000.00

0.o00.00

0.000.000.000.00

0.000.000.000.000.00

0.oo0.000.000.000.000.000.00

0.000.000.000.000.000.00

0.00o.o00.00

0.000.00

0.000.000.00

0.000.00

0.000.000.00

0.000.000.000.000.00

0.000.000.00o.oo

0.000.000.000.000.000.00

0.000.000.000.000.00
3333%
-LO0.OO%
20D.OO%
too.oo%
o.oo%
o.oo%o.oo%o.oo%

0.o0%o.oo%
LOO.OO%

0.oo%o.oo%
-2a.s7%

29.49%
-7.4r%
-66.67%
-3333%
o.oo%

0.000.000.000.000.00

0.000.000.000.000.000.000.00

0.000.000.00

0.00 14a55o.00 142,350.00 -200.00 -o.t4%
4s00.00
s00.00

50.00s0.0050.00
s0.00s0.00
s0.0050.0050.(x)

50.0050.00
2,000.@z(X)0.00
24,750.n16,200.00
3,000.006,000.00
500.00
6,000.00

0.00 150.00100.00

50.0050.o0
s0.0050.0050.00

50.00 100.00

50.00 em0.0o5,000.00
32,050.00
15,000.00
1,000.00
40m.00
500.00
70,000.00
1,m0.q)1,000.00
5,200.(x)
1,000.00
4000.00g000.oo
750.00
3,600.00
25,3s0.00

3.5(X).00
1,500.00
-s00.00
100.00
s0.00

0.000.00

0.000.000.00

0.00 s0.00

0.000.00
-2,000.00
7,300.00
-t,200.oo
-2,000.00-2,000.o0
o.oo
70,000.00
1,000.001,000.00
s,200.00
1,000.00
8,000.008,000.00
750.00
3,600.00
2s,[email protected]

3.s00.00

0.00 0.000.000.000.00
-4,000.00

0.000.000.00
350.00

0.00 o.oo%o.oo%o.oo%o.oo%
o.oo%
-50.00%
o.00%

0.00%o.oo%
t.40%
o.oo%

0.00 127,050.00 123,499.69 -3,6s0.00 -2.a7%
o.oo 259,600.00 265,750.00 -3,8s0.00 -1.43%0.00 269,600.00 265,7s0.00 -3,8s0.00 -t.43% 6/t612O22 7:27i44 PM Page 23 of 35
Budget Comparison Report
Account Number
Fund: 208 - STREET IIGHTING FUND
Expense
Program: 410 - Transportation, Parking and Lighting
208-411-5100 Regularwages208-411-5104 Overtime Pay208-411-5106 Other Pay208-411-5120 Health lnsurance208-411-5121 Dental lnsurance2O8-41I-5t22 Life lnsurance2O8-4tt-5L23 Disability lnsurance 208-411-5130 PERS CLASSIC Contribution208-4IL-5I32 PERS Prepay UAAL208-411-5140 Medicare Tax208-411-5150 Flexible Benefits Program 208-411-5151 Fitness Benefit
208-4II-5152 Cell PhoneAllowance
208-411-5400 Utility- Electric208-411-5560 Supplies & Materials Total Program: 410 - Transportation, Parking and Lighting:

Program: 500 - Parks & Facilities lmprovement and Maintenance 208-502-5100 RegularWages 2O8-5O2-5I04 Overtime Pay
208-502-5106 Other Pay208-502-5120 Health lnsurance2O8-5O2-SL2L Dental lnsurance208-502-5122 Life lnsurance208-5O2-5L23 Disability lnsurance 208-502-5130 PERS CLASSIC Contribution208-502-5132 PERS Prepay UAAL208-502-5140 MedicareTax208-502-5150 Flexible Benefits Program208-502-5151 Fitness Benefit208-502-5345 Equipment Repairs/Replacemt Total Program: 500 - Parks & Facilities lmprovement and Mai Total Expense:

Tota| Fund:208 - STREET TIGHTING FUND:

Comparison I
Budget
Parent Budget
FY 2O2u22 F\t 202tl22
FY2O22AB FYzOzzEFB
Comparison 1
to Parent
Budpet
lncrease /
(Decrease)
%

0.000.000.000.000.000.00

0.000.000.000.00

0.000.000.000.000.00

0.000.000.000.000.oo0.00

0.000.000.000.00

0.000.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.000.000.000.00

0.00 -s0.00

0.000.000.000.00

0.000.000.000.00
3,000.00

0.00%
-16.67%
o.oo%o.oo%o.oo%o.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%
o.oo%o.00%o.oo%

60.oo%
o.oo%
200.oo%
o.oo%o.oo%o.oo%o.oo%
o.oo%o.oo%o.oa%O.OOo/o
o-ooo/"
o.o0%o.oo%
o.oo

0.00 0.000.000.000.000.00

0.000.000.000.000.000.000.00

0.000.00
o.oo0.000.000.000.000.000.00

0.000.000.000.000.000.000.00

0.000.00
o.oo 116,250.00 119,200.00 2,9s0.00 2.54%
480O.0o
3q).00
/t00.00l()0.(x)
1(E.00

50.(x)

50.@
s50.00500.q)
100.00

50.0050.00
100.00
103,800.00
5,000.00
13,lm.(p
[email protected]
4400.(x)
450.00

50.@

50.(x)
l,/mo.m1,@0.00
2(x).00150.00100.00
8m.00
4800.00
250.00
400.00400.(x)
100.00

50.005().(x)
550.(x)s00.m
100.00

50.00 50.(n
$0.m
1O3,8(p.00
8,000.m
13,100.m
1,5{D.@
500.00
4,4(D.00
450.00
s0.00s0.00
1,/O0.001,0d).00
200.001s0.001(x).00
&D.00

0.00 1,000.00

0.000.00

0.00 0.00

0.000.000.000.000.000.000.00

0.00 22,[email protected] 8,nxr.00 l,ooo.oo 4.41%0.00 il18,950.00 142,9{10.00 3,950.00 2.u% 6/ 1612022 7 :27 i44 PM

0.00 0.00 0.00 13&950.00 142,900.00 3,950.00 2.84%

Page 24 of 35 ends

Budget Comparison Report
Comparison 1
Budget
Parent Budpet
F,Y2O2Ll22 FY202tl22
FY2O22AS FY2O22EFB
Comparison 1
to Parent
Rrrrloar
lncrease /
(Decrease)
%
Account Number
Fund:209 - RIGHT-OF-WAY MAINTENANCE DISTRICT FUND
Expense
Program: 440 - Right of Way Maintenance
209-44L-5100 Regular Wages2O9-44t-51O2 Part-time Wages2O9-44L-5LO4 Overtime Pay209-44I-5tO6 Other PayZO9-MI-5LOB lnterpreter Pay 2A9-44L-5L2O Health lnsurance2O9-44L-572L Dental lnsurance 209441-5122 Life lnsurance
209-MI-5123 Disability lnsurance
209-44t-5t30 PERS CLASSIC Contribution
2O9-ML-573L PERS PEPM Contribution
209-44L-5132 PERS Prepay UAAL209-44L-5L4O MedicareTax2O9-44L-SL5O Flexible Benefits Program209-44L-5LSL Fitness Benefit 2O9-44t-5152 Cell PhoneAllowance
2O9-44L-517O Uniform Cleaning
209-MI-5I7I Uniform Allowance
2O9-44L-5I8O lndividual Equipment/Safety
2O9-44L-53O1 Contractservices
2O9-44t-5345 Equipment Repairs/Replacem€2O9-ML-535O Landscape Maintenance209-ML-5356 Tree Maintenance 2O9-44L-5362 Janitorial Services
2O9-44L-54OO Utility- Electric2O9-44t-542O Utility - Sewer 209-44I-5430 Utility - water
2O9-44L-544O Utility - Communications/Telel
209-4/L-556O Supplies & Materials
2O9-44L-556L Janitorial Supplies
2O9-ML-5567 Landscaping Supply Repairs &
Total Program: 440 - Right of Way Maintenance:

0.000.000.000.000.000.000.000.000.000.00

0.00 0.000.000.000.000.000.000.000.000.000.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.000.000.000.000.000.000.000.00

0.000.000.000.000.00

0.000.000.000.00
o.000.000.000.00

0.00 0.000.000.00

0.000.000.00
o.00

0.000.000.000.000.000.000.000.000.00

0.000.000.000.00

0.000.00
57,4oO.W19,700.00
3,@0.00
40m.0o
100.00
11,300.00
1,500.00
2m.00
200.00
tioo.00
600.00
7,000.00
1,100.001,000.00
3(n.00
200.00
2,400.m3,750.00
900.o0
300.00
2,500.@
s&000.00
3,000.00
21000.0o
10,000.(x)
3,[email protected]
34m0.0o
1,000.00
1tm0.00
5,000.@
57,40/O.ffi19,700.(A
2,000.00
4,000.00
100.00
11,300.00
1,500.00
200.00200.00
5,'100.00
600.00
7,m0.00
1,100.001,000.00
300.00
200.00
1,s50.001,2(x).00
700.@
6,000.00
1,500.00
53,250.(X)

0.00 21,000.00
10,m0.fl)
3,300.00
32,000.00
1,000.00
15,000.00
5,000.00

0.000.00
-1,000.00

0.000.000.000.000.00

0.000.000.00

0.00 0.00

0.00 0.00o.00
-850.00
-2,550.00
-200.00
5,700.00
-1,000.00-4,750.OO-3,000.00-4000.00

0.00 0.00
-2,000.00

0.000.000.00
o.oo%o.oo%
-33.33%
o.oo%0.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%
o.oo%o.oo%
o.oo%o.oo%o.oo%
o.oo%
-35.42%-68.OO%
-22.22%
r,900.oo%
-40.oo%
-8.79%
-too.oo%
-t6.oo%
o.oo%
o.00%
-s.88%
o.o0%o.oo%o.oo%

50.00%
o.oo

0.000.000.00

0.00 o.oo

0.000.00

0.oo0.000.00
3,200.00
300.00
L100.00
3,200.o0
500.00
1,100.00

0.00 200.00

0.00 o.oo%

66.67%
o.oo%
o.o0 287,150.q' -8,6s0.00 -3.o1%
Program: 5OO - Parks & Facilities lmprovement and Maintenance 209-502-5100 Regular Wages
209-502-5104 Overtime PaY
209-502-5L20 Health lnsurance
6/L612O227i27i44 PM Page 25 of 35
Budget Comparison Report
Account Number
209-502-5121 Dental lnsurance
2O9-5O2-5L22 Life lnsurance209-502-5123 Disability tnsurance 209-502-5130 pERS CLASSTC Contribution209-502-5132 PERS Prepay UAAL209-502-5140 MedicareTax209-502-5150 Flexible Benefits program 209-502-5151 Fitness Benefit
Total Program: 500 - Parks & Facilities lmprovement and Mai Parent Budeet
FY 2O2u22 FY 202!22
P(2O22AB FYaO2ZEFB
Comparison 1
Budget
Comparison 1
to Parent
Rrreloai
lncrease /
(Decrease)

0.00 0.00

0.000.000.000.000.00

0.00 0.00

0.000.00

0.000.000.000.00

0.00 0.00

0.000.00

0.000.000.000.00

0.00 o.oo
100.00

50.0050.00
350.00
s00.00

50.00 1(x).00

50.00 5,850.00
1(p.00

[email protected]
350.00500.00

50.00 100.00

50.00 0.000.00

0.000.000.00

0.000.00o.oo
o.oo%

0.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%o.oo%
o.oo%
o.o0%o.oo%
o.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%
o.oo%o.oo%
o.oo%o.oo%o.oo%
-s6.67%
o.00%

0.00 0.000.oo

0.000.00
o.oo

0.000.000.00

0.00 6,05{t.00 200.00 3.42%
Total Expense: O.O0
TotalFund:209-RtGHT-oF.WAYMAlNTENANcEDlsTRlcTFU
Fund: 210 - PARKING AND BUSINESS IMPROVEMENT DISTRICT FUND Expense
Program: 160 - Economic Vitality
210-161-5100 Regular Wages210-161-5106 Other pay
210-161-5120 Health lnsurance
27O-t6!-5f2I Dental lnsurance
2IO-I6L-5I22 Life lnsurance
21G.161-5123 Disability tnsurance210-161-5131 PERS pEpRA Contribution210-161-5132 PERS prepay UAAL 210-161-5140 Medicare Tax210-161-5150 Flexible Benefits program 210-161-5151 Fitness Benefit
2LO-LOI-5I52 Cell Phone Allowance
210-161-5301 Contract Services
210-161-5500 Printing & Advertising210-161-5510 Dues & Subscriptions 210-161-5560 Supplies & Materials
Total Program: 160 - Economic Vitality:

Program:430 - Street Maintenance
21"0-431-5302 Street Maintenance
Total Program:430 - Street Maintenance:

Total Expense:

Tota| Fund:210 - PARKING AND BUSINESS IMPROVEMENT DI

0.00 13,:t00.00 12,450.00
5,700.00 1700.00

0.00 19,000.00 18,150.00

0.000.00

0.000.000.00

0.000.00

0.000.000.000.00

0.000.000.00
o.o00.00

0.000.000.00

0.00 0.000.000.000.00

0.00 0.000.00

0.000.00

0.000.000.000.00

0.000.00

0.000.000.00
[email protected]
600.00
450.00

50.0050.0050.00
300.00

50.0050.00

[email protected]
100.00
4100.00
1,000.001,5{D.00
700.oo
42m.@
600.00
4s0.00

50.c[)50.00

50.00 3{n.00

50.(ps0.(D50.00

50.00 100.00
4100.00
1,[email protected]
650.00700.00

0.00 0.000.000.00

0.000.o00.00

0.000.00

0.000.000.00

0.000.00
-8s0.00
o.oo

0.00 5,700.00 s,700.00

0.00 -8s0.00 -6.39%

0.00 0.oo%

0.00 0.oo%
-850.00 4.47yo
qr6/2022 7:27:44 PM

0.00 0.00 0.00 19,0oo.00 18,$0.00 -850.00 -4.47%

Page 26 of 35 ends

Budget Comparison Report
Comparison I
Budget
Parent Budget
FY2O2tl22 FY2O2!22FY2O22AB FY2OZ2EFB
Comparison 1
to Parent
Budeet
lncrease /
(Decrease)
%
Account Number
Fund: 211 - AB 939 SOI-ID WASTE FUND
Expense
Program:420 - Solid Waste
27L-42I-5I0O Regular Wages2ll-42L-SlO4 Overtime Pay
2lI-42I-5!06 Other Pay2Lf-42L-5tOB lnterpreter Pay271-42L-5t2O Health lnsurance2LL-42L-5L27 Dental lnsurance 2IL-42L-5!22 Life lnsurance2LI-42I-5L23 Disability lnsurance2lt-421-5731 PERS CLASSIC Contribution2Il-421-5t3t PERS PEPRA Contribution2Ll-427-5I32 PERS Prepay UML21L-42L-5!4O MedicareTax 271-421-5L5O Flexible Benefits Program
2ll-42t-5t5L Fitness Benefit2Ll-421-5t52 Cell Phone Allowance21L-42I-52OI Professional Services2tt-42L-530L Contract Services 2L1-42L-5362 Janitorial Services271-42L-550O Printing & Advertising27t-42L-553L Employee/Public Relations 2LI-42L-556O Supplies & Materials
Total Program:420 - Solid Waste:

0.000.000.00

0.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.o00.00

0.000.000.000.000.00

0.000.000.000.o00.000.000.000.000.000.000.000.000.000.00

0.000.00

0.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.00
o.00o.00

0.00 o.00%
2s.oo%
L50.00%
o.oo%

13.87%
o.oo%o.oo%

0.o0%o.oo%o.oo%

70.7t%
o.oo%o.oo%o.oo%
o.oo%
-s9.06%
o.oo%
-7333%
-35.77%
o.oo%o.00%
110,[email protected]
a(n0.00
6,600.00
200.00
24150.00
2,75A.00
350.00350.00
&300.002,6m.00
14,000.00
1,700.00
2,(x)0.00
600.00
6CX).00
85,500.m

0.00 2s00.006,150.00
s00.00
12s00.00
110,100.00
2,500.00
16 500.00
200.00
22s00.00
2,7SO.OO
3so.00350.00
8,300.004600.00
15,500.00
1,[email protected]
2,000.00
600.00600.00
3s,000.0026,100.00
2,fiD.00
3,9s0.00
s00.00
17,50O.00

0.00 s00.00
9,900.00

0.00 3,350.00

0.000.000.00

0.000.00
1,s00.00

0.000.000.000.00
-50,500.00
26,100.00
-s,s00.00-2,200.00

0.000.00

0.000.000.000.000.000.000.000.00

0.000.000.000.000.00
o.o0

0.000.00

0.00 0.000.00
6,600.00

0.000.000.o00.000.000.000.000.00

0.00 LL.LT%

0.oo%

0.00 293/|50.00 276,600.00 -16,8s0.00 -s.74%
Program:430 - Street Maintenance
2tI-43L-5259 Streetsweeping2lI-43L-5430 Utility - Water Total Program:430 - Street Maintenance:

Program: 500 - Parks & Facilities lmprovement and Maintenance 211-502-5100 Regular Wages211-502-5106 Other Pay
2LI-5O2-5L2O Health lnsurance
2II-502-SL2L Dental lnsurance2ll-5O2-5L22 Life lnsurance 2ll-502-5723 Disability lnsurance2tL-502-St3O PERS CLASSIC Contribution 2LL-5O2-5L32 PERS Prepay UAAL
27L-5O2-5t40 Medicare Tax
59,400.00
5,(x)0.00
56,000.00
s,000.00 0.00

0.00 64/000.00 71,000.00 5,600.00 to.25%

0.000.000.000.000.000.00

0.000.000.00

0.000.000.000.o00.o00.000.00

0.000.00
3,300.00
150.00
2,000.00
1(x).00

[email protected]
350.00500.00

50.00 3,300.00
1s0.00
aoo0.00
100.00

50.0050.00
350.00500.00

50.00 o.oo%o.oo%0.oo%o.oo%
o.oo%0.o0%o.oo%o.00%o.oo%
6/16/2022 7t27i44 Pl'4 Page 27 of 35
Budget Comparison Report
Account Number
211-502-5150 Flexible Benefits program
211-502-5151 Fitness Benefit
Total Program: 500 - Park & Facilities lmprovement and Mai Total Expense:

Total Fund: 211 - AB 939 SOLID WASTE FUND:

Fund:213 - RECREATTON SERVICES FUND
Expense
Program: 220 - Management lnformation Services
213-221-520I Professional Services213-227-5360 Software Subscription/Mainter Total Program:220 - Management lnformation Services:

Program: 500 - Parks & Facilities lmprovement and Maintenance

0.000.000.000.00

0.000.000.00

0.00 0.00

0.000.000.00
o.oo0.00

0.000.00

0.00 6,700.00 6,m0.00 o.00 0.00%0.00 364"550.00 [email protected] -10,250.00 -2.a1%0.00 364,550.00 354,300.q, -10,250.00 -z.At% Parent Budget
F( 2O2u22
FY 2022 AB
Comparison 1
Budget
F,Y 2O2u22
FY 2O22EFB
Comparison 1
to Parent
Rrrdpct
lncrease /
(Decrease)
lo
o.oo%o.oo%
o.oo%
-40.oo%
100.oo

50.oo

0.o0
20,000.00
[email protected]

50.oo
2,(x)O.(x)
12,000.(n

0.00 o.oo
2,000.00
-8,000.00

0.000.000.00 20,ffxr.00 14000.00 -6,000.00 -30.00%
213-503-5100 RegularWages213-503-5102 part-time Wages 213-503-5104 Overtime Pay 213-503-5106 Other Pay213-5O3-5t2O Health lnsurance213-5O3-5t2I Dental tnsurance2L3-503-5t22 Life lnsurance 213-503-5123 Disability lnsurance 213-503-5130 PERS CLASSIC Contribution213-503-5132 PERS Prepay UAAL 213-503-5140 MedicareTax213-503-5150 Flexible Benefits Program21.3-503-51"51 Fitness Benefit213-503-5301 Contract Services 213-503-5345 Equipment RepairslReplaceme213-503-5350 Landscape Maintenance213-503-5362 Janitorial Services 213-503-5400 Utility- Electric
213-503-5410 Utility- Natural Gas213-503-5420 Utility - Sewer213-503-5430 Utility - Water213-503-5440 Utility - Communications/Tele1213-503-5560 Supplies & Materials 213-503-5561 Janitorial Supplies213-503-5567 Landscaping Supply Repairs &
Total Program:500 - Parks & Facilities lmprovement and Mai

0.000.00

0.000.000.00

0.000.000.000.000.000.00

0.000.000.00

0.000.000.000.000.000.000.000.000.000.00

0.00 0.00

0.000.000.00

0.000.000.000.000.00

0.000.000.000.000.000.000.00

0.000.000.000.00

0.000.000.00

0.00 0.00

0.000.000.000.00

0.000.000.000.000.000.00

0.00 800.00
-600.00

0.00 0.000.000.000.000.000.00

0.000.000.000.00
3,000.00
1s0.00
1,000.00

0.000.000.000.000.00
3,500.00
500.00

0.00 o.oo%
tt.tl%
-too.oo%
o.oo%o.oo%0.oo%
o.oo%o.oo%o.oo%o.oo%o.oo%0.oo%
o.oo%o.oo%
150.00%
L.90%
t0.oo%

0.00%o.oo%o.oo%o.oo%o.o0%
LL6.67%
4r.67%
o.oo%
6,300.00
2200.00
600.00250.(n
950.00

50.00 50.0050.(X)
[email protected]
2,000.d)
200.00250.00

50.00 3,0(x).o02,000.00
2900.@
10,000.00
4450.00
2,000.003,5{x).003,@0.002,000.00
3,000.00
1,200.@

2.(Xn-oo
6,300.@
8,[email protected]

0.00 250.00
950.00
s0.0050.0050.00
7fi).@
2,0m.00
[email protected]

50.00 3,000.(X)
5,000.m)8,050.00
11,000.00
4,450.00
2,m0.00
3,500.(X)3,(x)0.00
2,(X)0.006,500.00
1,700.00

2.dn00
6/76/2022 7:27:44 PM

0.00 0.00 0.00 62,700.00 71,050.00 8,350.00 13.32%

Page 28 of 35 ends

Budget Comparison Report
Parent Budget
FY 202!22
FY 2022 AB
Comparison 1
Budget
FY 2O2u22
FY 2O22EFS
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
%
Account Number
Program: 520 - Community Pool Services
213-52L-5IO0 Regular Wages 2L3-52L-5102 Part-time Wages 273-52L-5t04 Overtime Pay 213-52I-5LO6 OtherPay
2I3-52I-5L2O Health lnsurance273-52L-5f2L Dental lnsurance2L3-521-5t22 Life lnsurance 2L3-521-5t23 Disability lnsurance213-521-5130 PERS CLASSIC Contribution213-52L-513L PERS PEPRA Contribution273-521-St3Z PERS Prepay UAAL213-521-SI4O MedicareTax213-52I-5L4L Unemployment lnsurance 213-521-5150 Flexible Benefits Program2L3-52L-5757 Fitness Benefit273-52I-5152 Cell Phone Allowance213-52I-5L7L Uniform Allowance273-52I-5221 Employee Training2L3-52L-5236 Banking & Credit Card Fees213-52L-53Ot Contractservices 213-52I-5345 Equipment Repairs/Replaceme
2!3-52I-5350 Landscape Maintenance
2I3-52L-5352 Janitorial Services
213-52L-54OO Utility- Electric213-52L-547O Utility - Natural Gas 2t3-52L-542O Utility - Sewer273-52L-543O Utility - Water2!3-52L-5MO Utility - Communications/Telet 2L3-52L-55O0 Printing & Advertising
213-527-55LO Dues & Subscriptions213-52L-5512 Meetings & Travel 2t3-52L-555O Suppliesfor Resale2t3-52L-556O Supplies & Materials2L3-52L-5561 Janitorial Supplies213-521-5562 Chemicals213-52L-5567 Landscaping Supply Repairs &
213-52L-576L Major Equipment2L3-522-510O Regular Wages

0.00 0.000.000.o00.00
o.000.000.000.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.00 0.000.00

0.000.00

0.00 0.000.000.000.00

0.000.000.00

0.00 0.000.00

0.000.000.000.000.000.000.000.000.000.000.000.00

0.00 0.000.00

0.000.00

0.000.000.000.000.000.000.000.000.000.00

0.00 0.000.000.000.00

0.000.000.000.000.000.00

0.000.o00.000.000.000.000.000.000.000.000.000.00

0.00 0.000.000.000.000.000.000.000.000.000.000.000.00

0.000.00
120,500.00
200,5(x).00
e000.00
2,300.00
29,200.00
1,'()0.00
450.00500.(X)
3,200.00a300.00
5,000.004,i+00.(D
6,m0.002,200..@
6s0.00
100.00
1,100.00
2,500.(x)
5,s00.00
10,000.(D23,@0.00
7,700.@5,0(x).00
22,200..6
35,0m.00
1&0m.0o22,000.00
3,500.0o
250.002s0.006s0.00
4500.00
1aqn.00
2,m0.00
40,000.00
1,000.00
1a0o0.0o28,700.00
120,500.00
210,m0.00
2000.002,300.00
29,[email protected]
1,400.00
450.00
500.m
3,200.00
2,300.00
5,mo.004'000.006,000.m2,200.00
650.00
100.00
1,100.00
2,500.00
5,[email protected]
10,0m.00
9,m0.007,700.005,000.00
22,200.0035,000.00
1&000.0o
22,mO.00
3,500.00
250.OO250.00
[email protected]
4 500.00
12,000.00
2,000.00
55,@0.00
1,@0.00
27,W.OO28 700.00

0.00 9,500.00s,000.00

0.00 o.000.000.000.00
o.000.000.000.000.000.000.000.000.000.00
o.00o.00
-14,000.00

0.000.000.000.000.000.000.000.000.00
2s0.00

0.00o.00

0.00 15,000.00

0.00 o.oo%4.74%
250.OO%
o.oo%0.oo%o.oo%
o.00%o.oo%o.00%o.oo%o.o0%o.o0%
o.00%
o.oo%o.oo%
o.oo%o.oo%o.oo%o.oo%o.oo%
-60.87%
o.00%o.oo%o.oo%o.oo%o.oo%o.oo%o.oo%o.oo%0.00%

38.46/o

0.oo%o.oo%o.oo%
3750%
o.oo%
t25.OO%
o.o0%
6/76/2022 7:27:44 PM Page 29 of 35
Budget Comparison Report
Part-time Wages
Overtime PayOther Pay
Health lnsurance
Dental lnsuranceLife lnsuranceDisability lnsurancePERS CLASSIC Contribution PERS PEPRA ContributionPERS Prepay UAALMedicare TaxFlexible Benefits Program Fitness BenefitUniform AllowanceEquipment Repairs/Replaceme Utility - Communications/TelegMeetings & TravelField Trips Supplies & Materials
Regular WagesPart-time Wages
Overtime PayOther Pay
Health lnsuranceDental lnsuranceLife lnsurance
Disability lnsurancePERS CLASSIC ContributionPERS Prepay UAAL Medicare TaxFlexible Benefits ProgramFitness BenefitDues & SubscriptionsMeetings & Travel Supplies & Materials
Total Program:520 - Community Pool Services:

Account Number
2I3-522-5LO2
213-522-5tOA2L3-522-5tO6
273-522-5L20213-522-5r2t273-522-5t22213-s22-5t232r3-522-5t30 213-522-5t3L213-522-5r322t3-522-51402L3-522-5L50
213-522-5r5r213-522-51712L3-522-5345
273-522-54402t3-522-5512213-522-55482L3-522-5560
213-s23-51002t3-523-5rO2
213-523-5104213-523-51062I3-523-5120
2!3-523-5r2r
273-523-5I22
2r3-523-3!23
213-523-51302t3-523-5132213-523-5140213-s23-51s0213-523-5151213-523-s5102r3-523-55t2 213-s23-5560
40,(po.00
1,000.00
850.00
5,'100.00
3(n.00
100.00mo.m
350.(X)
1,850.00
5(n.00650.006v).(X)
200.00
8[x).00
3,0m.00
250.00
4000.m

0.00 12,mO.OO
3,150.@
20,0(X).00
3s0.00
150.OO
450.(X)

50.00 50.0050.@
[email protected]
3q).00

50.00so.@
[email protected]

5.mo.00
/rc,c[D.(x)
3,s00.00
850.00
6,400.m
300.m
100.(D100.00
700.@
1,850.@
500.(x)6s0.00650.00200.(x)
800.@
3,000.00
250.00
2,000.00
3,000.00
12,000.q)
3,150.00
30,m0.00
500.o0
150.00
450.q)
s0.00so.@

50.@
350.0Os(X).00
3m.oo

50.0050.00
700.00
100.00

5.mo.(x)

0.00 2,500.00

0.000.00

0.000.000.00
3s0.00

0.000.00

0.000.000.000.00

0.000.000.00
3,000.00

0.000.00
10,000.00
1s0.00

0.000.000.00

0.000.000.000.00

0.000.000.000.00
-150.00

0.00 0.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.000.00

0.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.000.00

0.000.00

0.000.000.00o.oo

0.000.000.00

0.000.000.000.000.00

0.000.00

0.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.000.00

0.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.000.000.00
o.oo%
zso.oo%
o.oo%
o.oo/"o.oo%o.ooo/"
o.oo%
700.oo%
o.oo%o.oo%

0.oo%o.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%o.oo%
o.oo%o.00%

50.oo%

42.86%
o.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%
o.oo%o.00%o.00%o.00%

0.oo%
-60.oo%

0.oo%
Parent Budget
Fv 2021/22
F.Y 2022 AB
Comparison 1
Budget
FY 202!22
FY 2022 EFB
Comparison 1
to Parent
Bil.lrFt
lncrease /
(Decrease)
%
o.oo%
aLa2%

0.00 0.000.00

0.oo0.000.00

0.00 0.00
3,150.00
[email protected]
3,150.002,000.00

0.00 900.00

0.00 7ttodl0.00 786,600.00 46,600.00 6.30%
Program: 530 - Ocean Beach Services
213-531-5100 Regular Wages213-531-5102 Part-time Wages
6/L6/2O22 7:27i44 PM Page 30 of 35
Budget Comparison Report
Parent Budset
pt2o2LI22Ft 2022A.5
Comparison 1
Budget
pt 2021/22
FY 2O22EFB
Comparison 1
to Parent
Rrrdoci
lncrease /
(Decrease)
%
Account Number
213-531-5104213-531-5106213-537-5t20213-53L-5L2!
2L3-53L-5t22213-53L-5123213-531-5130213-53t-5132
213-531-5140213-531-5150213-531-5151
2t3-53r-5MO
2r3-532-5700213-532-5102213-532-57042L3-532-51062L3-532-51202L3-532-5tZL2r3-532-5L22 2L3-532-5723
273-532-573021.3-532-5t32
2L3-532-5L40
213-532-5L502t3-532-515L2t3-532-sMO
213-532-5550
zr3-532-5560
Overtime Pay
Other Pay
Health lnsuranceDental lnsurance
Life lnsuranceDisability lnsurancePERS CLASSIC ContributionPERS Prepay UAALMedicare Tax Flexible Benefits ProgramFitness BenefitUtility - Communications/TeletRegular WagesPart-time Wages Overtime PayOther Pay
Health lnsuranceDental lnsuranceLife lnsuranceDisability lnsurancePERS CLASSIC Contribution PERS Prepay UAALMedicare TaxFlexible Benefits ProgramFitness BenefitUtility - Communications/Telel Supplies for ResaleSupplies & Materials
Total Program: 530 - Ocean Beach Services:

0.000.000.000.00

0.000.00

0.000.000.000.000.000.o00.o00.000.00

0.00 0.000.00

0.000.000.000.00

0.00 0.00

0.000.000.000.000.000.00

0.00 0.00

0.000.00
o.oo0.000.000.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.00

0.oo

0.00 0.000.000.000.000.000.00

0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

0.00 0.00

0.000.000.000.000.000.00

0.000.000.00
300.00
150.00
450.00

50.00s0.0050.oo
3s0.oo500.00

50.o050.00s0.00
250.00
3,150.00
1,150.00
100.00
150.00
450.00

50.00s0.0050.00
[email protected]

50.0050.00

50.00 't00.00
6m0.00
500.00

0.00 150.00
450.00

50.o0

50.0050.00
350.00s00.00

50.00 50.00s0.00
250.00
3,150.00
1,150.00
o.00
150.00
450.@

50.0050.00
so.00
3so.00
500.00

50.@

50.m50.00
't(X).00
6,000.00
500.00
1,500.00
100.00
24m0.00

0.00 350.00
3,m0.00
1,500.o0
750.00
1,200.o0
-300.00

0.000.000.00

0.000.000.000.000.00

0.000.000.000.000.00
-100.00

0.000.000.000.000.000.000.000.000.000.000.000.00

0.00 1,500.00

0.000.00
-400.00

0.000.00
-200.00

0.000.00
-too.o0%
o.oo%o.oo%0.oo%0.oo%
o.oo%0.00%O.O0/o0.oo%
o.oo%
o.oo%
o.oo%0.oo%o.o0%
-too.oo%
o.oo%o.oo%o.oo%o.o0%o.00%o.00%0.oo%o.oo%0.oo%o.oo%o.o0%o.oo% o.oo%O.OOo/'o.oo%o.oo%
-100.00%

0.oo%o.oo%
-17.76%
o.00%o.oo%
o.oo 19,600.00 20,100.00 500.00 2.55%
Program: 540 - Special Events
213-54L-5542 Softball League Expe
213-S4L-5560 Supplies & Materials
2t3-542-5L02 Part-time Wages2L3-542-5t04 Overtime Pay2!3-542-St4O Medicare Tax 273-542-53OL Contractservices2t3-542-5362 Janitorial Services 2!3-542-5420 Utility - Sewer
ZL3-542-54/;O Utility - Communications/Telel

0.@
rco.m
24000.0o
/too.00
350.00
3,[email protected]
1,70O.00
750.00
1,200.00
6/16120227:.27:44 PM Page 31 of 35
.ll
Budget Comparison Report
Account Number
213-542-5500213-s42-5560
Printing & Advertising
Supplies & Materials
Total Program: 540 - Special Events:

0.00 0.000.00

0.000.00

0.00 0.00

0.000.00

0.00 0.000.00

0.00 0.00

0.00 o.oo%o.oo%
Parent Budset
FY 2O2u22
FY 2022 AB

50.00 Comparison 1
Budget
w 2o2u22
FY 2O22EFB
v).00
1,500.(x)
Comparison 1
to Parent
Rrrdqet
lncrease /
(Decrease)
Total Expense:

Total Fund: 213 - RECREATTON SERVICES FUND:

Fund:214 - HOUSING FUND
Expense
Program:310 - Housing
2I4-3LL-52OL Professional Services
Total Program: 310 - Housing:

0.00 33,050.q, 33,950.00 900.00 2.72/o

0.00 875,350.00 921700.00 50,350.00 5.7s%0.00 875,350.00 921700.00 s0,3s0.00 5.75%

0.00 36,800.m 36,8fi).00 0.00 0.oo% 0.00 35,800.00 35,m0.00 0.00 0.oo% Total Expense: O.O0
rotal Fund:214 - HOUSING rUruO,
Fund: 215 - MEASURE A FUND
Expense
Program: 160 - Economic Vitality
215-163-5601 community Services Grants o.oo 0.00 o.o0 5,51p.1p s,sm.@ o.0o o.oo% Total Protram: 160 - Economic Vit"lityt
Program: 220 - Management lnformation Services
215-221-5360 Software Subscription/Mainter
Total Program: 220 - Manatement lnformation Services:

Program:410 - Transportation, Parking and lighting
215-411-5100 Regular Wages
2I5-4LL-51O4 Overtime Pay215-411-5106 Other Pay
215-411-5108 tnterpreter Pay
2L5-4LL-512O Health lnsurance
2!5-4LL-5I2L Dental lnsurance2I5-4L!-5t22 Life lnsurance215-4Il-5L23 Disability tnsurance 2L5-411-5130 PERS CLASSTC Contribution215-411-5131 PERS pEpRA Contribution 215-411-5132 PERS Prepay UAAL215-411-51.40 Medicare Tax215-411-5150 Flexible Benefits Program215-411-5151 Fitness Benefit215-411-5152 Cell Phone Allowance2t5-4tl-5204 Transit- Senior/ADA Transport

0.00 40,500.m 30,qn.00 -10,s00.00 -2s.93% 0.00 40,500.00 30,000.00 -10,500.00 -25.93%

0.00 o.o00.000.00

0.000.000.00

0.000.000.00
o.00

0.00 0.000.000.00

0.00 0.00

0.000.00

0.000.000.000.000.00

0.000.000.00

0.000.00

0.000.oo

0.000.000.00

0.00 0.00

0.000.000.00
o.oo%
-26.83%
o.oo%
o.oo%o.oo%o.oo%
o.oo%o.oo%o.oo%
o.oo%o.00%o.00%
o.oo%o.oo%o.oo%o.oo%
106,500.00
410O.(n6,950.q)
20o.00
26,(x)0.00
2,8oO.(x)
3s0.003s0.00
9,150.002,100.@
14000.00
1,7(D.00
2,[email protected]
[email protected]
300.tr
12,000.00
106,5m.00
3,([x).(x)6,9s0.00
200.@
25,0(x).(X)
2,8q).00
3v).00
350.q)
9,150.002,100.00
1d000.00
1,700.00
2,@0.00
6m.00
3&.00
12,(x)O.00

0.00 -1,100.00

0.00 0.000.000.00

0.000.000.00

0.000.000.000.000.00

0.000.00
6/16/2022 7i27i44 PM Page 32 of 35
Budget Comparison Report
Account Number
2L5-4LI-5228 Engineering Services
275-4II-53O7 Contract Services215-4L1-5510 Dues & Subscriptions Total Program: 410 - Transportation, Parking and Lighting:

Program:430 - Street Maintenance
2L5-43I-53O2 Street Maintenance2t5-431-5345 Equipment Repairs/Replaceme 2L5-431-54OO Utility- Electric275-431-5536 Equipment/Office Rent & Leas, 215-431-5566 Sign Replacement215-43I-5762 Vehicle Purchase2L5-43L-5764 lmprovements Total Program:430 - Street Maintenance:

Program: 440 - Right of Way Maintenance
215-44I-5356 Tree Maintenance
215-ML-5357 Tree Replacement
Total Program: zl40 - Right of Way Maintenance:

Program:450 - Waterched Management
2tS-45L-5353 Storm Drain Maintenance
Total Program:450 - Watershed Management:

Total Expense:

Total Fund: 215 - MEASURE A FUND:

Fund: 216 - REVOIVING FUND
Expense
Program: 150 - Emergency Preparedness
216-t5L-530]- Contractservices
Total Program: 150 - Emergency Preparedness:

Program:420 - Solid Waste
216-421-530I Contract Services
276-421-5500 Printing & Advertising
2L6-42L-556O Supplies & Materials
Total Program:420 - Solid Waste:

Program: 520 - Community Pool Services
216-52L-53O7 Contract Services
216-52L-5764 lmprovements
Total Program:520 - Community Pool Services:

Comparison 1
Budget
Parent Budget
tY 202!22 FY 202!122
FY2O22AB FY2O22EFB
Comparison I
to Parent
Budpet
lncrease /
(Decrease)
%

0.000.000.00
o.oo

0.00 0.000.00

0.000.00

0.000.000.000.00

0.000.00

0.00 o.o00.000.00

0.000.000.000.000.00

0.00 0.000.00

0.000.000.000.000.000.000.000.000.00

0.00 0.000.000.00

0.000.00

0.00 0.000.00

0.00 452,1dr.0o 335,000.00 -tt7,too.oo -25.90%
227,@O.00
33,000.00
3,000.00
231,000.00
32,400.00
10 000.0014400.00
'10,000.00
275,000.00
12,300.00
149,100.00

30.(xn.oo
2,000.00

0.00 8.000.00
131,000.00
13,000.00
3,000.oo
117,000.00

0.00 7,500.00
26,000.00
40,m0.00
124500.00

12.300.00
149,100.00
v).fi)o.00
2,000.001,3m.006,700.@
-96,000.00-20,000.00

0.00 -114000.00
-32,400.OO
-2,500.00
11,600.00

0.00 -1s0,s00.00

0.00 -42.29%
-60.6t%
o.oo%
-4935%
-roo.o0%
-25.OO%

80.56%
o.oo%
-54.73%
o.oo%o.oo%o.oo%

0.000.000.000.000.000.000.00

0.00 515,100.00 327,300.00 -287,8oo.oo -46.79%

0.000.00

0.000.000.000.000.000.00o.oo

0.000.000.000.000.00

0.00 o.oo 179,100.00 171r,100.00 0.00 0.oo%0.00 20,000.00 20Im.00 0.00 0.oo%0.00 20,000.00 20,000.00 0.00 0.oo%0.00 1,312,300.00 896,900.00 -415,400.00 -3t.65%0.00 1,312,300.00 896,900.00 -415,400.00 -3t.65%0.00 6n ofi) oo 40.ooo-oo -20.oo0.oo -33.33%0.00 60,000.00 40,000.00 -20,000.00 -?3.?3%o.oo 10,000.00 10,000.00 30,000.00

0.00 1,300.00
-1,300.00
-10,000.00
10,000.00

0.oo%o.o0%
-16.2s%

0.00 0.o0%
-33.33%

0.00 o.oo%
20,000.00
10,@0.00
6/16/2022 7 227:44 PM

0.00 0.00 o.oo 30,000.00 30,000.00 0.00 0.oo%
Paqe 33 of 35
Budget Comparison Report
Account Number
Program:550 - City Library
216-550-5520216-s50-5761216-55Gs763216-550-5764
BooksMajor EquipmentFurniture & Fixtures

0.000.00

0.000.00
Parent Budget
FY 2O2u22
FY 2022 AB
3,000.006,m0.00
120,000.00
46,000.@
ll(),@o.00
1,500.ff)1,000.00
1,0m.00
Comparison 1
Budget
FY 2O2u22
FY 2O22EFB
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
%
o.oo%
-76.67%-95.83%

67.39%

75.OO%
s66.67%
o.oo%
o.oo%
lmprovements
Total Program: 550 - City library:

Total Exp€nse:

Total Fund:216 - REVOLVING FUND:

Fundz2lT - PEG FEES
Expense
Program: 160 - Economic Vitality
277-L67-52Ot Professional Services217-16l.-5345 Equipment Repairs/Replaceme 217-161-5510 Dues & Subscriptions217-161-5560 Supplies & Materials Total Program: 160 - Economic Vitality:

Program: 220 - Management lnformation Services
217-221,-5360 Software Subscription/Mainter
Total Program: 220 - Management lnformation Services:

Total Expense:

Total Fund: 217 - PEG FEES:

Fund:301 - CAPITAL IMPROVEMENT PROJECTS FUND
Expense
Program:400 - Public Works Administration
301-403-5780 Major Capital Projects
Total Program:400 - Public Works Administration:

Total Expense:

Tota| Fund:301. CAPITAT IMPROVEMENT PROJECTS FUND:

Report Total:

0.000.00

0.00 0.000.000.000.00

0.00 0.000.00

0.000.00

0.oo

0.00 0.000.00

0.000.oo

0.00 0.000.000.00

0.000.000.00

0.00 0.000.00

0.00 0.00

0.000.000.00

0.000.00

0.00 0.000.00

0.00 0.00 175,000.00 90,000.tx) -8s,000.00 -48.57%0.00 275,000.00 170,000.00 -105,000.00 -38.t8%

0.00 275,000.00 170,000.00 -105,000.00 aa.ta%
3,000.@
5,000.005,000.00
72000.00
70,000.0010,000.(x)
1,000.001,[email protected]

0.00 -1,000.00
-115,000.00
31,000.00
30,000.00
8,500.00

0.00 0.00

0.00 43,500.00 82,tx10.00 38,500.00 8851%

0.00 10,0@,00 11,700.@ 1,700.00 17.oo% 0.00 10,000.00 11,7qt.00 1,700.00 t7.oo%

0.00 53,500.00 93,700.00 40,200.00 75.14%0.00 53,500.00 93,700.00 40,200.00 75.L4%

0.oo to,297,4so.@ 4o8o,[email protected] -6,217,450.00 -60.38% 0.00 1o,297,4so.00 4,080,000.00 -6,2t7,45o.oo -60.38%

0.00 10,297450.00 4080,000.00 -6,217,450.00 -603A%0.00 to,297,4so.M 4,080,000.00 -6,2t7,4so.oo -60.38%0.00 28,192,850.00 20,574,900.00 -7,517,95O.OO -27.02% 6/ 16/2022 7 i27 i44 PM Page 34 of 35
Budget Comparison Report
Fund101 - GENERAL FUND102 - GENEML RESERVE - SPECIAL PROJE103 - MAJOR ASSET REPLACEMENT AND R104-MEASUREXFUND 201 - TRAFFIC SAFETY FUND202 - LIBRARY FUND204 - PARK MAINTENANCE FUND 205. GAS TAX FUND206 - LOCAL TRANSPORTATION FUND207 - TIDELANDS TRUST FUND208 - STREET LIGHTING FUND209 - RIGHT-OF-WAY MAINTENANCE DIST210 - PARKING AND BUSINESS IMPROVE211 - AB 939 SOLID WASTE FUND213 - RECREATION SERVICES FUND214- HOUSING FUND215-MEASUREAFUND216 - REVOLVING FUND217. PEG FEES301 - CAPITAL IMPROVEMENT PROJECTS F Report Total
Parent Budget
FY 202t/22
FY 2O22AB
Comparison 1
Budget
FY 202tl22
FY 2O22EFB
Comparison 1
to Parent
Rrtr{rat
lncrease /
(Decrease)
11,181,500.00
77,850.OO
120,(X)0.00
L,787,IOO.Oo
16,800.O0
300,2s0.00435,550.00273,20o.OO
65,100.00
269,600.00138,950.00
293,O00.00
19,000.00
364,550.O087s,350.00
36,800.00
1,312,300.00
275,mO.00
53,500.00
10^297.450.00
10,675,500.00
3,900.00
81,650.00
1,491,650.00
18,800.00
327,500.00
448,s00.00
198,550.00
60,100.00
265,750.00
[email protected],550.00
18,150.00
354,300.00
925,700.@
36,80O.00
896,900.00
170,000.00
93,700.00

4.080.000.00
-506,000.00
-73,9s0.00-38,350.00
-295,450.OO
2,000.00
27,250.OO
12,950.00
-74,650.O0
-5,000.00-3,8s0.00
3,9s0.00
-&4s0.00
-850.00
-10,250.00
50,350.00

0.00 -415,400.00-10s,000.00
40,200.00
-6.2L7.450.OO
Fund Summary
%

0.000.000.00

0.000.000.000.000.00

0.00 0.000.000.00

0.000.00

0.000.000.000.000.000.00

0.00 0.000.00

0.000.000.000.000.000.000.000.000.000.000.00

0.000.000.000.000.00

0.000.000.00

0.00 0.00

0.000.000.000.000.000.000.000.00

0.000.000.000.000.000.00

0.000.000.000.00
-4.53%
-94.99%
-3L.96%-L653%
LL.90%

9.O8%2.97%
-27.32%
-7.68%
-1.43%

2.84%
-2.88%
-4.47%-2.81%

5.75%o.oo%
-3L.6s%-38.18%

75.r4%
-60.38%

0.00 28,192,850.00 20,574900.00 -7,617,950.00 -27.02%
6/16/20227i27:44 PM Page 35 of 35
Budget Comparison Report
Carpinteria, CA Account Summary
Account Number
Fund: 101 - GENERAT FUND
Revenue
Program: 990 - Transfers
10L-999-4920 From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Expense
Program: 990 - Transfers
101-999-5905 To Park Maintenance214101-999-5907 To ROW 209101-999-5909 To Recreation Services 213101-999-59L2 To General Reserve 102 Total Program: 990 - Transfers:

Total Expense:

Total Fund: 101 - GENERAL FUND:

Fund: 102 - GENERAT RESERVE - SPECIAL PROJECTS
Revenue
Program: 990 - Transfers
IO2-999-49LG From General 101
Total Program: 990 - Transfers:

Total Revenue:

Expense
Program: 990 - Transfers
102-999-5911 To Capital lmprovement 301
Total Program: 990 - Transfers:

Total Expense:

Total Fund;102 - GENERAL RESERVE - SPECIAI PROJECTS:

Parent Budget
Fv 2g2tl22
FY 2022 AB
11s,391.00
29,222.OO
233,731.00
sq459.00
Comparison 1
Budget
FY 2u2tl22
FY 2O22EFB
1&,741.@
45,522.00
361,431.00

0.00 Comparison 1
to Parent
Budpet
lncrease /
(Decrease)
25,3s0.00
16,300.00
127,700.00
-50,459.00

21.97%

55.78%

54.640/.
-100.oo%
%
o.oo

0.000.000.000.000.000.00

0.000.000.000.000.000.000.000.00

0.00 0.00

0.000.00

0.000.000.000.000.00
o.oo0.00

0.00 0.000.000.00

0.00 2,535,950.00 1,269,000.00 -7,266,950.00 -49.96%0.00 2,535,950.00 1,269,000.00 -1,265,950.00 -49.96%

0.00 a535,950.00 &259,000.00 -7,266,950.00 -49.96%

0.000.000.000.00

0.00 0.00

0.000.00

0.00 428103.00 y7,694.oo x18,891.00 27.73%

0.00 428F03.00 542694.00 118,891.00 27.73%0.00 2,to7,t47.oo 721,306.00 -1,385,841.00 -65.77%0.00 50 45g.OO 0.00 -50,459.00 -100.00%

0.00 50459.00 0.00 -s0,4s9.00 -too.oo%0.00 504s9.00 0.00 -s0,459.00 -100.00%

0.00 1,170,000.00 1so otx).oo -980.000.00 -83.76%

0.00 1,170,000.00 190,000.00 -980,000.00 -a3.76%0.00 1,170,000.00 190,000.00 -980,000.00 -a3.76%0.00 -1,119,541.00 -190,000.00 929,541.00 -83.03% 6/t612O22 7:31:00 PM Page 1 of 8
t:

Budget Comparison Report
Actount Number
Fund: 104 - MEASURE X FUND
Revenue
Program: 990 - Transfers
104-999-4920
Comparison I
Budget
Parent Budget
FY 2O2u22 FY 2O2u22
FY2O22AB TY2O2?EFB
Comparison 1
to Parent
Budeet
lncrease /
(Decrease)
From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Expense
Program: 990 - Transfers
104-999-5905104-999-5907
104-999-5909104-999-5911104-999-5917
To Park Maintenance 204To ROW 209To Recreation Services 213To Capital lmprovement 301To Library Fund 202 Total Program:990 - Transfers:

Total Expense:

Tota| Fund: 104 - MEASURE X FUND:

Fund: 105 -AMERICAN RESCUE PIAN ACT (ARPA) FUNDS
Expense
Program: 990 - Transfers
105-999-5900 To General 101105-999-5902 To Traffic Safety 201105-999-5903 To Tidelands 207 105-999-5904 To PBIA 210105-999-5905 To Park Maintenance 204 105-999-5906 To Street Lighting 208105-999-5907 To ROW 209105-999-5909 To Recreation Services 213105-999-5910 To Gas Fund 205105-999-5913 To AB 939 211105-999-5915 To Measure A 215 105-999-5916 roPeg2LT105-999-5918 To Measure X 104105-999-5919 To Local Transportation 205 Total Program: 990 - Transfers:

Total Expense:

Total Fund: 105 - AMERICAN RESCUE PLAN ACT (ARPA) FUND

0.000.000.000.00

0.000.00

0.00 0.000.00

0.00 0.00 750.00 750.00 -49.92%

0.00 151,750.00 76,000.00 -7s,7s0.00 -49.92%0.00 151,750.00 76,000.00 -75,750.00 49.92%

0.000.000.000.00

0.00 0.000.00

0.000.000.00

0.00 0.000.000.000.00

0.000.000.000.000.00

0.000.000.000.00
80,000.0030,000.0050,000.00
2,205,305.00
300,250.00
80,0(x).0030,000.0050,000.00
1,652,550.00
327,500.m

0.000.000.00
-552,755.OO
27,250.OO
o.oo%o.oo%o.00%
-25-06%

9.O8%
o.oo0.00

0.00 0.00 2,661555.00 2,140,050.00 -525,505.00 -19.7t%0.00 2,665,555.00 2,14O,050.d) -525,505.00 -t9.7!%0.00 -2,513,805.00 -2,064,050.00 449,755.00 -t7.a9%

0.000.00

0.000.000.00
o.000.000.000.000.00

0.000.000.000.00

0.000.00

0.000.000.000.00

0.000.000.000.00
-49.96%
-48.78%
-49.22%
-48.84%
-49.88%
-so.48%
-49.O2%-49.82%
-49.73%-48.88%
-48.92%-4!.75%
-49.92%
-48.63%
2,535,950.00
4,100.00
48,250.00
4,3(x).00
42,100.00
5,250.00
51,000.00
16s,4@.@
55,700.00
46,950.0076,350.0O
10 300.c0
151,75O.00

14.600.00
1,269,000.@
[email protected]
24,500.00
2,200..@
21,100.00
2,6(x).00
26,000.00
83,000.00
28,000.(X)
24,000.00
39,000.00
6,000.00
76,0(x).00

7.sfi).O0
-t,266,950.OO
-2,000.00
-23,750.OO
-2,roo.oo
-21,000.00
-2,6s0.00
-25,000.00
-82,400.00-27,700.OO-22,950.OO-37,350.00
-4300.00
-75,750.OO
-7,100.00

0.00 0.00

0.00 o.00

0.00 3,212,000.00 1,611,(xlo.0o -1,601,000.00 -49.84%0.00 3,212,0qr.00 1,611,000.00 -1,601,000.00 -49.a4% 6/16/2022 7:31:00 PM

0.00 0.00 0.00 3,212,000.00 1,611,000.00 -1,601,000.00 -49.84%

Page 2 of 8 ends

Budget Comparison Report
Account Number
Fund: 201 - TRAFFIC SAFEW FUND
Revenue
Program: 990 - Transfers
201-999-4920 From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Tota| Fund: 201 - TRAFFIC SAFETY FUND:

Fund:202 - LIBRARY FUND
Revenue
Program: 990 - Transfers
2O2-999-49L9 From Measure X 104
Total Program: 990 - Transfers:

Total Revenue:

Total Fund:202 - IIBRARY FUND:

Fund:203 - ROAD MAINTENANCE REHABILITATION FUND
Expense
Program: 990 - Transfers
203-999-59tI To Capital lmprovement 301
Total Protram:990 - Transfers:

Total Expense:

Tota| Fund:203. ROAD MAINTENANCE REHABITITATION FUN
Fund: 204 - PARK MAINTENANCE FUND
Revenue
Program: 990 - Transfers
204-999-49t6 From General 101204-999-4918 From Measure X 104204-999-4920 From ARPA 105 Total Program: 990 - Transfers:

Total Revenue:

Total Fund:204. PARK MAINTENANCE FUND:
o.oo

0.00o.oo0.oo

0.000.00

0.000.000.000.000.000.000.000.000.000.000.000.00

0.000.00

0.000.000.000.000.00

0.000.000.00

0.00 4,100.00 2.100.00 -2,000.00 -48.78%0.00 4,100.00 2,100.00 -2,000.00 -4a.78%

0.00 4,1O0.(X' 2,100.00 -2,000.00 44.78%0.00 4,100.00 2,[email protected]{t -2,ooo.o0 -4a.7ayo0.00 300,250.00 327,500.00 27,2so.oo 9.o8%

0.00 300,250.00 327,5o0.oo 27,250.00 9.04%0.00 300"250.00 322500.00 27,25o.o0 9.08%0.00 300,250.00 322500.00 27,2s0.00 9.08%0.00 267,[email protected] 428,050.00 160,650.00 60.08% 0.00 267A00.00 428,050.00 160,5s0.00 60.08%

0.00 267,4qJ.OO 428,0yr.00 160,650.00 60.08%0.00 267A0A.00 428,050.00 160,6s0.00 60.08% Parent Budget
FY 202tl22
FY2022AB
115,391.00
80,000.0042,100.00
Comparison 1
Budget
FY 202!22
FY 2O22EFB
14n,74r.@
80,000.00
21,100.ff)
Comparison 1
to Parent
Budpet
lncrease /
(Decrease)
25,3s0.00

0.00 -21,000.o0
2r.97%
o.oo%
-49.88%

0.00 0.000.00

0.000.000.00

0.00 237,491.00 2,.t,''/.t.OO 4,350.00 1.83%0.00 2i17,491.00 241841.00 4,3s0.00 La3%

0.00 237,491.00 z4t,8,t.oo 4,350.00 t.83%
6/7612022 7:31:00 PM Page 3 of 8
L
Budget Comparison Report
Comparison 1, Comparison 1
Budget to Parent
Parent
FYFY 2022 AB
pt 2o2tl22
t't 2022 EFB
lncrease /
(Decrease)
%
Account Number
Fund: 205 - GAS TAX FUND
Revenue
Program: 990 - Transfers
205-999-4920 From ARPA 105
Total Program:990 - Transfers:

Total Revenue:

Total Fund:205 - GAS TAX FUND:

Fund: 206 - LOCAL TRANSPORTATION FUND
Revenue
Program: 990 - Transfers
246-999-4920 From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Total Fund: 206 - LOCAT TRANSPORTATION FUND:

Fund: 207 - TIDELANDS TRUST FUND
Revenue
Program: 990 - Transfers
207-999-4920 From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Expense
Program: 990 - Transfers
207-999-5971 To Capital Improvement 301
Total Program: 990 - Transfers:

Total Expense:

Total Fund: 207 - TIDEIANDS TRUST FUND:

Fund: 208 - STREET IIGHTING FUND
Revenue
Program: 990 - Transfers
208-999-4920 From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Total Fund:208 - STREET IIGHTING FUND:

0.000.000.000.00

0.00 0.000.00
o.oo0.00

0.000.00
o.000-oo

0.000.000.00

0.000.00

0.00 0.000.000.000.00

0.000.00

0.000.oo

0.00 o.oo0.000.00

0.000.000.00

0.000.00

0.00 700.00 -27,700.OO -49.73%

0.00 55,700.q, 28,000.00 -27,7o0.0o -49.73%0.00 55,700.00 28,000.00 -27,7OO.OO -49.73%0.00 55,700.00 28,000.00 -27,700.oo -49.73%0.00 14,600.00 7,500.00 -7,100.00 -48.63%

0.00 14,600.00 7,5{t0.q, -7,x00.00 -48.63%0.00 14,600.00 7,500.00 -7,100.00 -48.63/o

0.00 14600.00 7,500.00 -7,100.00 -4a.63%0.00 4&250.00 24,500.00 -23,75O.OO -49.22%

0.00 48,250.00 24500.00 -23,750.00 -49.22%

0.00 t18,250.00 24500.00 -23,750.oo -49.22%0.00 31,100.00 16,500.00 -14,600.00 -46.95%0.00 31,100.00 16,500.00 -14600.00 -46.95%

0.00 31,100.00 16,500.00 -14600.00 -46.95%0.00 17,150.00 8,000.00 -9,150.00 -s3.35%0.00 5.250.(n [email protected] -2,650.00 -50.48%

0.00 5,250.00 2,600.00 -2,650.00 -so.4a%0.00 5,250.00 2,600.00 -2,650.00 -so. a% 6/t6/2O22 7:31:00 PM

0.00 0.00 0.00 1250.00 2,600.00 -2,6so.oo -so.48%

Page 4 ends

Budget Comparison Report
Account Number
Fund:209 - RIGHT-OF-WAY MAINTENANCE DISTRICT FUND
Revenue
Program: 990 - Transfers
209-999-4916 From General 101
209-999-4918 From Measure X 104209-999-4920 From ARPA 105 Total Program: 990 - Transfers;
Total Revenue:

Tota| Fund:209 - RIGHT-OF-WAY MAINTENANCE DISTRICT FU
Fund:210 - PARKING AND SUSINESS IMPROVEMENT DISTRICT FUND Revenue
Program: 990 - Transfers
2LO-999-492O From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Total Fund:210 - PARKING AND BUSINESS IMPROVEMENT Dl
Fund: 211 - AB 939 SOLID WASTE FUND
Revenue
Program: 990 - Transfers
2ll-999-492o From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Total Fund: 211 - AB 939 SOLID WASTE FUND:

Fund:213 - RECREATION SERVICES FUND
Revenue
Program: 990 - Transfers
2r3-999-490t2L3-999-49t42r3-999-49L6
2r3-999-49L82r3-999-4920
Total Program: 990 - Transfers:

Total Revenue:

Tota| Fund:213 - RECREATION SERVICES FUND:

Comparison 1
Budget
Parent Budeet
Ft 2O2u22 F( 2g2tl22
FY2O22AB FY?O2?EFB
Comparison 1
to Parent
Blrdset
lncrease /
(Decrease)
%

0.000.00o.o0

0.000.00

0.000.000.000.000.00o.o0

0.00 0.000.00

0.000.00

0.00 0.000.000.00
29,222.OO
30,000.0051,000.00
25,300.00
15,000.00
233,73t.@
50,oo0.00
16s.400.00
45,522.00
30,000.0026,000.00
25,300.00

0.00 361,431.0O
50,o00.0083,000.00
16,300.00

0.00 -25,000.00

0.00 -15,000.00
727,700.OO

0.00 -82,400.00

55.78%
o.00%
-49.O2%
o.oo%
-too.oo%

54.64%
o.oo%
-49.82%

0.00 0.000.oo0.00
o.o00.000.00

0.00 0.oo0.000.00

0.00 t1o,222.o0 toL,522.oo -8,700.00 -7.89%0.00 tto,222.oo 101,522.00 -8,700.00 -7.89%

0.00 110,222.@ tot,szz.oo -8,700.00 -7.89%0.00 4.300.00 2.200.00 -2,100.00 -48.84%0.00 4"300.00 2,m0.00 -2,100.00 -48,84%

0.00 4300.fit 220o.oo -2,100.00 -48.84%

0.00 4300.00 2,200.00 -2,1oo.oo -4a.a4%0.00 46.9sO.OO 24.fl}o.O0 -22.950.OO -48.88%

0.00 46,950.00 24,000.00 -22,95O.OO -48.aA%0.00 46850.00 24,000.00 -22,9s0.00 48.88%

0.00 46,950.00 24000.00 -22,950.00 -48.88%
From Revolving 216From Capital lmprovements 3(From General 101From Measure X 104From ARPA 105

0.000.000.000.00o.oo

0.00 0.000.00

0.000.00

0.000.000.000.000.00

0.000.00

0.00o.o0

0.00 489,431.00 519,731.00 30,300.00 6.19%0.oo /t89,431.00 519,731.00 30,300.00 6.19% 6/ 1612022 7:31:00 PM

0.00 0.00 o.o0 489,431.00 519,731.00 30,300.00 6.t9%

Page 5 of 8 ends

Budget Comparison Report
Account Number
Fund: 215 - MEASURE A FUND
Revenue
Program: 990 - Transfers
215-999-4920 From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Expense
Program: 990 - Transfers
215-999-59L1 To Capital tmprovement 301
Total Program:990 - Transfers:

Total Expense:

Total Fund: 215 - MEASURE A FUND:

Fund:216 - REVOLVING FUND
Expense
Program: 990 - Transfers
216-999-5909 To Recreation Services 213
Total Program:990 - Transfers:

Total Expense:

Tota| Fund:216 - REVOTVING FUND:

Fundz2lT - PEG FEES
Revenue
Program: 990 - Transfers
2L7-999-492O From ARPA 105
Total Program: 990 - Transfers:

Total Revenue:

Total Fund:217 - PEG FEES:

Fund:301 - CAPITAT IMPROVEMENT PROJECTS FUND
Revenue
Program: 990 - Transfers
301-999-4906 From Measure A Fund 215301-999-4907 From Tidelands Trust Fund 20;301-999-4917 From General Reserves 102301-999-4918 From Measure X 104

0.00 0.000.00
o.00

0.000.000.00

0.00 0.000.000.00

0.00 0.000.00

0.000.00

0.000.oo

0.00 o.ooo.oo

0.00 76,350.00 39,000.00 -37,3s0.00 -48.92%0.00 76,350.00 39,000.00 -37,350.00 -48.92yo0.00 76,350.qt 39,000.00 -37,350.00 -48.92%

0.00 854,[email protected] 319,[email protected] -53s,200.00 -62.63% 0.00 854,500.qt 3$,300.00 -s35,200.00 -62.63%

0.00 854,500.00 319,:m0.00 -s3s,200.00 -62.63%0.00 -778,150.00 -280,3{10.00 492850.00 -63.9a%

0.00 25,300.00 25,300.00 0.00 0.oo%

0.00 25,300.00 25,300.00 o.oo o.oo%0.00 25,3(xt.00 213qr.00 O.OO O.OOYIo.oo 25,300.(D 25300.00 0.00 0.oo% o.00 10,300.00 6,@0.00 -4,300.00 -4L.75%

0.00 10,300.00 6,000.00 -4300.00 -4L.75%0.00 10,300.00 6,000.00 -4,300.00 -4t.75%0.00 10,300.00 6,000.00 -4,300.00 -41.75% Parent Budget
F( 202!22FY 2022 AB
854,s00.00
31,100.00
1,170,000.00
2,20s,305.00
Comparison 1
Budget
FY 2g2tl22
FY 2O22EFB
319,300.00
16,500.00
190,000.00
1,652,550.00
Comparison 1
to Parent
Budset
lncrease /
(Decrease)
-535,200.00
-14,600.00
-980,000.00-552,7ss.OO
%
-62.63%-46.95%
-83.76%
-25.06%

0.00 0.000.00

0.00 0.000.000.000.00

0.000.000.000.00
61t612022 7:31:00 PM Page 6 of 8
Budget Comparison Report
Account Number
301-999-4919
Expense
Program: 99O - Transfers
301-999-s909
Comparison 1
Budget
Parent Budset
F\2O2t122 FY202tl22
FY2O22AB W2O22EFB
Comparison 1
to Parent
BIdqet
lncrease /
(Decrease)
%
From RMRA 203
Total Program: 990 - Transfers:

Total Revenue:

0.00 o.oo0.00

0.000.00

0.000.000.00

0.00o.oo

0.000.00

0.000.000.000.00

0.00 267,M.N 428,050.00 160,650.00 60.08%0.00 4"528,305.00 2,806100.00 -1,921,905.00 -42.44%

0.o0 4528"305.@ 2,606,46p.96 -t,92'.,905.OO -42.44%0.00 15,000.00 0.00 -15,000.00 -too.oo%o.oo 15dt0.00 o.00 -15,000.00 -100.00%

0.00 15,000.00 o.00 -xs,000.00 -too.oo%0.00 4.513,305.00 2,5061100.00 -1,906,905.00 42.25%0.00 0.00 0.00 0.00 0.oo% To Recreation Services 213
Total Program: 990 - Transfers:

Total Expense:

Total Fund:301 - CAPITAL IMPROVEMENT PROJECTS FUND:

Report Total:
6/L612O22 7:31:00 PM Page 7 of 8
Budget Comparison Report
Fund
101. GENERAL FUND102 - GENERAL RESERVE - SPECIAL PROJE
104. MEASURE X FUND105. AMERICAN RESCUE PLAN ACT (ARPA
201 - TRAFFIC SAFETY FUND202 - LIBRARY FUND
203 - ROAD MAINTENANCE REHABILITATI204 - PARK MAINTENANCE FUND205 - GAs TAX FUND206 - LOCAL TRANSPORTATION FUND207 - TIDELANDS TRUST FUND 208 - STREET LIGHTING FUND209 - RIGHT-OF.WAY MAINTENANCE DIST210 - PARKING AND BUSINESS IMPROVE 211. AB 939 SOLID WASTE FUND213 - RECREATION SERVICES FUND215. MEASURE A FUND 216 _ REVOLVING FUND217 - PEG FEES
301 - CAPITAL IMPROVEMENT PROJECTS F
Report Total:

Parent Budget
FY 2O2u22
F'( 2022 AB
Comparison 1
Budget
N2O2u22
Ff 2O22EFB
Comparison I
to Parent
Rrrdoot
lncrease /
(Decrease)
Fund Summary
%

0.00 0.000.000.000.000.00

0.000.000.000.00

0.000.000.00

0.000.000.000.00

0.000.000.00
o.oo

0.000.000.000.000.000.00

0.00o.oo0.00

0.000.000.000.00

0.000.00
o.oo

0.000.00

0.000.000.000.00

0.000.000.000.000.000.00

0.000.000.00

0.000.00
-65.77%-83.03%
-t7.89%-49.84%
-48.78%

9.O8%

50.o8%
r.83%
-49.73%
-48.63%-53.3s%-50.48/"
-7.89%
-48.84%
-48.88%

6.L9%
-63.98%
o.00%
-4!.75%-42.2s%
2,to7,147.@
-1,119,541.00-2,513,805.00
3,212,@O.00
4,100.d)
300,250.00267,400.N237,49L.@
55,700.00
14,600.0017,1.50.00
5,2s0.00
Llo,222.OO
4,300.00
46 950.00
489,431.00
-778,150.OO
25,300.0010 300.00
4s13,3Os.00
72t,306.OO
-190,000.00
-2,064,050.00
1,611,000.00
2,100.00
327,500.00428,050.00
241,84t.OO
28,0&.00
7,5m.00
8,0(X).00
2,600.00
101,522.0O
2,200.00
24000.00
519,731.00
-280,300.00
25,300.00
6,000.00
2,6Oqago.0o
-1,385,841.00
929,54r.OO
449,755.OO
-1,601,000.00
-2,000.00
27,250.OO
160,6s0.00
4,3s0.00
-27,700.OO
-7,100.00
-9,150.00-2,650.00
-8,700.00-2,100.00
-22,950.OO
30,300.00
497,850.00

0.00 -4300.00
-1,906,90s.00

0.00 0.00 0.00 0.00 0.00 0.oo%
6/16/2022 7:31:00 PM Page 8 of 8

ATTACHMENT C
Resolutions Nos. 6139, 6140, and 6141
RESOLUTION NO.6139

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARPINTERIA

APPROVING THE MUNICIPAL BUDGET FOR
FISCAL YEAR 2022123
WHEREAS, on June 23,2022, pursuant the powers and duties established at Chapter 2,08.11O(GXH), the City Manager presented the proposed Budget for Fiscal Year (FY) 2022123 including estimated revenues and recommended appropriations for operations, special programs, capital outlay and reserves; and
WHEREAS, the City Council held duly advertised public hearings on June 13 and 23, 2022, and received public comments on the proposed Budget; and WHEREAS, adoption of the Budget prior to the beginning of the new fiscal year is necessary to ensure the uninterrupted operation of necessary City services.

NOW, THEREFORE, BE lT RESOLVED as follows:

SECTION 1. The above recitals are true and correct.

SECTION 2. The Proposed Budget for Fiscal Year 2022123, including estimated revenues and appropriations for operations, special programs, capital outlay expenses and reserves is hereby approved and adopted, effective July 1 ,2022.

SECTION 3. The final estimates of revenues and appropriations for operations, special programs, capital outlay expenses and reserves for FY 2021122 are also hereby approved forthe 2021122 fiscal year.

SECTION 4. The City Manager is authorized to make expenditures and enter into agreements conforming to this Budget and to make adjustments between the various accounts within each fund limited to the total amount budgeted for said fund.

SEGTION 5. The City Council approves the salary and compensation plan inherent in the budget PASSED, APPROVED AND ADOPTED on June 27 ,2022 by the following vote AYES: COUNCILMEMBER(S):

NOES: COUNCILMEMBER(S):

ABSENT: COUNCILMEMBER(S):

ABSTAIN: COUNCILMEMBER(S):
i
Resolution No.6139

Page 2 ends

Mayor, City of Carpinteria
ATTEST
Brian C. Barrett, CMC, City Clerk
City of Carpinteria
I hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Carpinteria held on June 27,2022.

Brian C. Barrett, CMC, City Clerk
City of Carpinteria

APPROVED AS TO FORM
Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP acting as
City Attorney of the City of Carpinteria
RESOLUTION NO. 6140

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARPINTERIA

ESTABLISHING THE APPROPRIATION LIMIT

FOR THE CITY OF CARPINTERIA
FOR FISCAL YEAR 2022123
WHEREAS, Article XlllB of the California Constitution (Proposition 4) requires local agencies to annually establish appropriation limits on appropriation items subject to limitation; and WHEREAS, Section 7900 et. seq. of the California Government Code provides implementing instructions to Article XlllB; and
WHEREAS, the California Department of Finance has provided Uniform Guidelines to further clarify the intent of Article XlllB; and
WHEREAS, as a part of the powers and duties established at Chapter 2.08.110(GXH), the City Manager has arranged for the calculation of the Fiscal Year 2022123 Appropriation Limit to be made consistent with state law and guidelines and included in the annual Budget.

NOW, THEREFORE, BE lT RESOLVED as follows:

SECTION 1. The above recitals are true and correct.

SECTION 2. That the final appropriation limit for the City of Carpinteria for FY 2022123 is hereby set at $21,155,763, in accordance with the calculations set forth and attached hereto as Exhibit "At'.

SECTION 3. That the annual adjustment factors used in the calculation were the percentage change in the California per capita income and the larger of the City's population groMh or the population growth of Santa Barbara County.

SECTION 4. That upon the adoption of this resolution, any interested person may challenge said appropriation limit for a period of 45 days from this date in accordance with State law.

PASSED, APPROVED AND ADOPTED on June 27 ,2022 by the following vote AYES: COUNCILMEMBER(S):

NOES: COUNCILMEMBER(S):

ABSENT: COUNCILMEMBER(S):

ABSTAIN: COUNCILMEMBER(S):

Resolution No.6140

Page 2 ends

Brian C. Barrett, CMC, City Clerk
City of Carpinteria

APPROVED AS TO FORM
Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP acting as
City Attorney of the City of Carpinteria
Resolution No.6140

Page 3 ends

ExhibitA
Appropriation Limit
Calculation of Li mitation
Appropriation limitfor fiscal year ended June 30, 2022
Adjustment Factors: % Ratio
$ 19,643,130
Population Factor (Coun$
Economic Factor (Per Capita)

1.0014

1.0755
Population Factor x Economic Ratio (per capita personal income) 1.0770 Appropriation limit for fiscal year ended June 30, 2023: $ 21,155,763 The appropriation limitations imposed by Proposition 4 and 111 created restrictions on the amount of revenue that can be budgeted for ependitures in any fiscal year. Not all revenues are restricted by the limit, only those which are referred to as "proceeds of taxes." The purpose of the law is to limit government spendng by pufting a cap on the total proceeds of taxes that may be appropriated each year. This limit is increased annuallythrough a formula that takes into consideration changes in population each year. This limit is increased annuallythrough a formula that takes into consideration changes in population (City or County, whichever is higher) and an economic factor (California per capita income). The City of Carpinteria is not constrained in the current budget bythese limits.

FiscalYear Aoprooriations Limit Subiect to Limit Difference 2005-2006
2006-2007
2007-2008
2008-2009
2009-201 0
2010-2011
2011-2012
2012-2013
2013-2014
2014-2015
2015-2016
2016-2017
2017-2018
2018-2019
2019-2020
2020-2021
2021-2022
2022-2023
11,723,977
12,315,004
12,985,349
13,714,409
13,967,791
13,764,114
14,218,237
14,820,659
15,690,091
16,046,919
16,844,836
17 ,921,573
18,759,416
19,615,138
20,457,913
21,276,168
19,643,130
21,155,763
5,607,458 $
5,925,586 $
6,348,345 $
6,348,345 $
6,487,550 $
6,668,805 $
6,668,805 $
6,971,760 $
7,539,980 $
7,347,919 $
8,618,964 $
9,030,925 $
8,488,814 $
8,863,000 $
10,622,400 $
11,206,800 $
12,094,600 $
14,177,600 $
6,1 16,519
6,389,418
6,637,004
7,366,064
7,480,241
7,095,309
7,549,432
7,848,899
8,150,1 1 1
8,699,000
8,225,872
8,890,648
10,270,602
10,752,138
9,835,513
10,069,368
7,548,530
6,978,163
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
RESOLUTION NO.6141

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARPINTERIA

ESTABLISHING THE APPROPRIATION LIMIT

FOR THE CITY OF CARPINTERIA
STREET LIGHTING DISTRICT NO. 1
FOR FISCAL YEAR 2022123
WHEREAS, Article XlllB of the California Constitution (Proposition 4) requires local agencies to annually establish appropriation limits on appropriation items subject to limitation; and
WHEREAS, Section 7900 et. seq. of the California Government Code provides implementing instructions to Article XlllB; and
WHEREAS, the California Department of Finance has provided Uniform Guidelines to further clarify the intent of Article XlllB; and WHEREAS, as a part of the powers and duties established at Chapter

2.08.110(GXH), the City Manager has arranged for the calculation of the Fiscal Year 2022123 Appropriation Limit for the City of Carpinteria Street Lighting District No.1 to be made consistent with state law and guidelines and included in the annual Budget.

NOW, THEREFORE, BE lT RESOLVED as follows
SECTION 1. The above recitals are true and correct.

SECTION 2. That the final appropriation limit for appropriations subject to limitation for the City of Carpinteria Street Lighting District No.1 for FY 2022123 is hereby set at $747,534 in accordance with the calculations set forth and attached hereto as Exhibit "A".

SECTION 3. That the annual adjustment factors used in the calculation were the percentage change in the California per capita income and the larger of the City's population growth or the population growth of Santa Barbara County.

SECTION 4. That upon the adoption of this resolution, any interested person may challenge said appropriation limit for a period of 45 days from this date in accordance with State law.

Resolution No. 6141

Page 2 ends

PASSED, APPROVED AND ADOPTED on June 27,2022 by the following vote AYES: COUNCILMEMBER(S):

NOES: COUNCILMEMBER(S):

ABSENT: COUNCTLMEMBER(S):

ABSTAIN: COUNCTLMEMBER(S):

ATTEST:

Mayor, City of Carpinteria
Brian C. Barrett, CMC, City Clerk
City of Carpinteria
I hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Carpinteria held on June 21,2022.

Brian C. Barrett, CMC, City Clerk
City of Carpinteria

APPROVED AS TO FORM
Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP acting as
City Attorney of the City of Carpinteria
Resolution No. 614L

Page 3 ends

Exhibit A
Appropriation Limit
Calculation of Limitation
Appropriation limit for fiscal year ended June 30,2022 $ 694,085 Adjustment Factors: % Ratio
Population Factor (County) 1.0014
Economic Factor (Per Capita) 1.0755
Population Factor x Economic Ratio (per capita personal income) 1.0770 Appropriation limit for fiscal year ended June 30,2023: $ 747,534 The appropriation limitations imposed by Proposition 4 and 111 created restrictions on the amount of revenue that can be budgeted for ependitures in any fiscal year. Not all revenues are restricted by the limit, only those which are referred to as "proceeds of taxes." The purpose of the law is to limit government spending by putting a cap on the total proceeds of taxes that may be appropriated each year. This limit is increased annually through a formula that takes into consideration changes in population each year. This limit is increased annually through a formula that takes into consideration changes in population (City or County, whichever is higher) and an economic factor (California per capita income). The Carpinteria Street Lighting District is not constrained in the current budget by these limits.

FiscalYear Appropriations Limit Subiectto Limit Difference 2005-2006
2006-2007
2007-2008
2008-2009
2009-201 0
2010-2011
2011-2012
2012-2013
2013-2014
2014-2015
2015-2016
2016-2017
2017-2018
2018-2019
2019-2020
2020-2021
2021-2022
2021-2023
457,905
467,654
491,229
517,968
527,538
519,846
510,599
532,232
563,455
576,269
596,907
635,062
664,751
695,074
722,875
751,788
694,085
747,534
171,906 $
171 ,906 $
186,406 $
203,300 $
268,000 $
266,124 $
266,124 $
268,785 $
263,802 $
277,334 $
288,267 $
288,267 $
296,443 $
187,600 $
190,500 $
192,000 $
201,000 $
225,500 $
285,999
295,748
304,823
314,668
259,538
253,722
244,475
263,447
299,653
298,935
308,640
346,795
368,308
507,474
532,375
559,788
493,085
522,034
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

ATTACHMENT D
Community Service Grant Program Funding Chart
Community Services Support Program FY 2O2Ll22 Funding Chart Service Provider Grants General Fund Measure X Measure A Total Funding Bovs & Girls Club 18,459 4.O4L 22,500
Girls lnc L8,459 4,04L 22,500
HELP of Capinteria 5,82L 5,429 rL,250
STESA 4.343 543 4.886
HopeNet of Carpinteria 1,500 L,500
Carpinteria Childrens Proiect 22,250 22,250
Comoassionate Care of Carointeria T 1.250 1r..250
Total 4L,26L 49.446 5,429 96 136
Service Agreements, MOU's,
Contracts General Fund Measure X Measure A Total Funding SB County Branch Library 30,000 250,000 280,000
CAC/Task Force on Youth 10 10,063
211 Hel Line 547 2,0L8 3 s65
CAC/ Senior Lunch Program 10,000 10,000
CCP/Fa mily Resou rce Center 20,000 20,000
,Total 51,610 272,0L8 323,628
TotalAll Funds 92,87L 32I,464 5,429 4L9,764
Available Balance 9,629 3,536 7L L3,236
City of Carpinteria
Gourucu Aceruon Srerr Reponr
June 27,2022

ITEM FOR COUNCIL CONSIDERATION
Long-Term Financial Plan 2022-27.

STAFF RECOMMENDATION
Receive and file the report and direct staff as determined appropriate

BACKG ROUND
The City's 2021 Work Plan includes the update of the City's Long-Term Financial Plan.

The Plan identifies critical areas which have, or are expected to have, an impact on the financial condition of the City over the next five years, and provides the City options for addressing the financial needs of critical projects, programs and services.

Specifically, the objective of this Work Plan item is to have a plan that provides an effective framework for actions that improve the City's financial condition and help it better meet service needs and expectations over time. Additionally, a Long-Term Financial Plan can be the context for local economic forecasting and supports the City's strategic planning work, City budget revenue, and expenditure projections. Finally, the Government Finance Officers Association (GFOA), which evaluates the City budget document, has recommended this as an addendum to the budget document.

The City budget included an appropriation for consultant services agreement with William C. Statler, to prepare a Long-Term Financial Plan. ln January the Council received a General Fiscal Outlook report from Mr. Statler as a precursor to the LongTerm Financial Plan being presented.

DISCUSSION
As expected, the Long-Term Financial Plan identifies a gap between revenues and costs associated with meeting longterm capital maintenance, capital project and other critical service needs of the community. The Long-Term Financial Plan provides an analysis of this gap and options for addressing it.

Due to the 2018 passage by Carpinteria voters of Measure X, a 1.25o/o local sales tax, and one-time allocations to the City from the American Rescue Plan Act (ARPA), the Long-Term Financial Plan 2022-27.

June 27,2022

Page 2 ends

City is currently in a strong financial position with an operating budget that addresses deferred maintenance and additional capital improvement projectslCle;. However, the City's capital improvement and deferred maintenance needs are significant and the forecast shows an annual shortfallwhen projected CIP costs are induded. When annual discretionary General and Measure X Fund balances are applied to CIP costs, the forecasted ending fund balance would be $7.2 million below policy minimums at the end of the five-year forecast period.

There are basically three options available in funding the CIP that could allow for a balanced budget and reserves at minimum policy levels:

1. Only draw down reserves to minimum policy levels

2. Debt finance clP projects within available annual revenues

3. Develop new revenue (may require voter approval).

During the 2017-22 planning period, the City Council pursued two significant initiatives (a local sales tax and a pension stabilization trust) to improve the City's ability to address evolving service needs, deferred maintenance and the ClP. While these initiatives have allowed for new services and projects such as the community library, greater annual pavement maintenance, and building of the skatepark,lhe 2022-27 Long-Term Financial Plan continues to identify a gap in funding, largely due to the size and aggressive schedule of the City's ClP. Without the ClP, the fund balance is projected to grow by $14.5 million.

The Plan recommendations include two revenue options.

1. Higher cost recovery. This is one of the few remaining areas where the Council has discretion in balancing funding for the cost of services between general purpose and revenue and fees. The City plans to prepare a cost of services study in FY 2022-23 in evaluating current costs and user charges in alignment with adopted cost recovery policies.

2. Business license tax. Anyone doing business in the City is required to pay a business license tax, which is levied solely for general revenue purposes. White there are over 40 different categories, the maximum that most businesses pay is they have 21 or more employees is $100.

The City is currently debt free. Taking on some debt could support certain CIP funding needs; however, this would have to considered in the context of available annual revenues. Developing a new or growing an existing revenue source would provide an ongoing income stream that could be used to help finance the shortfall.

POLICY CONSISTENCY
This item is consistent with the City's Mission Statement for making judicious use of limited resources and supports the ability of the City to effectively implement policies included in the General Plan/Local Coastal plan.
\COC5H\GDrive\Admin Services\Long Term P[an\Long Term Financial Plan 2O22.docx Long-Term Financial Plan 2022-27
June 27,2022
Page2

FINANCIAL AND RISK MANAGEMENT CONSIDERATIONS
The Long-Term Financial Plan provides a tool for the City Council to use in setting priorities and developing responses to meeting community project, program and service needs in the context of revenue and expenditure trends.

LEGAL
N/A

OPTIONS
The City Council is being asked to receive and file the subject report; however, it may direct revisions to the report.

PRINCIPAL PARTIES EXPECTED AT MEETING
William Statler, Consultant (Fiscal Policy, Financial Planning, Analysis, Training, Organizational Review).

ATTACHMENTS
Long Term Financial Plan, 2022-27
Staff contact: Licette Maldonado,
Administrative Services Director
(805) 7 55-4448, I icettem@ci. carpi nteria. ca. us
ture
Reviewed by: Dave Durflinger, City Manager
(805) 7 55-4400, daved@d. carpinteria.ca. us
\COC5H\GDrive\Admin Services\Long Term Plan\Long Term Financial Plan 2022.docx Attachment A
Long-Term Financial Plan 2022-27
City of
Carpinteria
General Fund
Five-Year Financial Plan : 2022-27
June 2022
t24c.fio FoG.uSo A,Enrle S- LUB Otri+o, cA !l{!105
865{4,S38 I Cdt f,}5/.S.€t46 bd{hiEn*H.rFl w-blElhr.on
General Fund Five Year Financial Plan: 2022-27

TABLE OF CONTENTS

INTRODUCTION
Overview
Forecast Findings
Forecast Framework
The Path Forward
Conclusion

KEY ASSUMPTIONS
Demographic Trends
Expenditures
Interfund Transfers
State Budget Actions
Revenues

FORECAST DETAIL
General Fund/Measure X Fiscal Forecast
Forecast Assumptions

HISTORICAL TRENDS
Demographic and Economic Trends
General Economic Outlook
Population: Last Ten Years
Cost of Living: Last Ten Years
2021-22 Revenue and Expenditure Summa ry
Total Funding Sources
General Fund Operating Costs by Service
General Fund Expenditures by Type
General Fund Revenues and Sources
General Fund Revenue Trends
1 2
12 t4
15 Top Three General Fund Revenues
Sales Tax: Last Ten Years
Assessed Valuation: Last Ten Years
Transient Occupancy Tax: Last Ten Years
General Fund Expenditure Trends
26 26
27 t7
t7
18 18
18 Overview
Sheriff Contract Costs: Last Ten Years
Insurance Costs: Last Ten Years
Operating Subsidies: Last Ten Years
CaIPERS Pension Costs
27 27
28 28
28 20
2l
22 24
25 24
24 25
25 INTRODUCTION

OVERVIEW
Background
This report is in response to the City's interest in preparing an update to the 2017 long-term fiscal forecast and financial plan that assesses the General Fund's ability over the next five years - on an'oorder of magnitude" basis - to:
o Continue current services in the
aftermath of global pandemic (as
well as other recently surfaced
economic challenges).
o Address long-term liabilities.
. Achieve capital improvement plan
(CIP) goals.
o And if the forecast projects a
negative gap between revenues and
expend itures, identify realistic
options for the City's consideration
in closing the gap.

Making good resource decisions in the
short term as part ofthe budget process
requires considering their impact on the
City's fiscal condition down the road.

Developing good solutions requires
knowing the size of the problem the
City is trying to solve: in short, the City
cannot fix a problem it hasn't defined.

And in this economic and fiscal
environment, looking only one year
ahead has the strong potential to
misstate the size and nature of the fiscal
challenges - and opportunities - ahead
of the City.

Updating the Five-Year Financial Plan
The City last prepared a five-year long-term
financial plan in May 2017 for the period 2017-

22. Since then, the City has implemented two key
Plan recommendations: establishment of a
Pension Stabilization Fund in mitigating pension
costs; and voterapproval ofa newgeneral
purpose revenue source: 1.25o/o local option
sales tax (Measure X).

Accordingly, given the five years since the last
Plan was prepared, it is timely to update the Plan
as well as address new and continuing
challenges, including:
. Continued increases in CaIPERS pension
costs, including impacts from reducing the
discount (investment yield) assumption from

7.0% to 6.8%, which was "triggered" in
accordance with its rate stabilization plan
resulting from a significant investment yield of

21.3Yo in 2020-21 compared with actuarial
assumptions.
. New allocation model for Sheriff contract
costs and its potential for significant cost
increases.
. Library services operating and capitalcosts.
. CIP projects.
. Other initiatives in the Annual Work Program
and Budget.

For those local agencies that have prepared long-term forecasts and financial plans, this did not magically make their fiscal problems disappear: they still had tough decisions to make.

However, it allowed them to better assess their longer-term outlook, more closely define the size and duration of the fiscal challenges facing them, and then make better decisions accordingly for both the short and long run. This will be true for the City as well.

Forecast Purpose and Approach
The purpose of the forecast is to identify the General Fund's ability over the next five years - on an "order of magnitude" basis - to continue current services in the aftermath of the global -l-

INTRODUCTION
pandemic (as well as other recently surfaced economic challenges), address long-term liabilities and achieve CIP goals.

The forecast does this by projecting ongoing revenues and subtracting from them likely operating and CIP costs in continuing current service levels. If positive, the balance remaining is available to fund "new initiatives" such as implementing CIP goals, addressing unfunded liabilities or improving service levels. On the other hand, if negative, it shows the likely "forecast gap" ifthe City continues current service levels or funds CIP projects without corrective action.

The forecast builds on the General Fiscal Outlookpresented to the Council in January 2022, which prefaced this report by discussing the key economico demographic and fiscal factors key factors that are likely to affect the City's fiscal future. These ultimately translate into key assumptions that drive forecast results.

It is important to stress that this forecast is not the budget.

Budgets are based on program review. priorities and affordability. The forecast on the other hand is based on assumptions. It doesn't make expenditure decisions; it doesn't make revenue decisions. As noted above, its sole purpose is to provide an "order of magnitude" feel for the General Fund's ability to continue current service levels and achieve CIP goals.

Ultimately, this forecast cannot answer the
question: "Can the City afford new
initiatives?" This is a basic question of
priorities, not of financial capacity per se.

However, making trade-offs is what the
budget process is all about: determining the
highest priority uses of the City's limited
resources. And by identifuing and analyzing key factors affecting the City's long-term fiscal heath, the forecast can help assess how difficult making these priority decisions *itt U".

Stated simply, the forecast is not the budget. Rather, it sets forth the challenges - and opportunities - ahead of the City in adopting a balanced budget, next year and beyond.

FORECAST FINDINGS
The Short Story
The General Fund is in good shape in funding operating costs.

However, there are significant challenges ahead in funding CIP projects (let alone improving service levels or addressing long-term liabilities). a
a
2 Can the City Afford New Initiatives?
This is a basic question of priorities, not
of financial capacity. But the forecast
assesses how difficult answering this
question will be.

INTRODUCTION
2O22-27 General Fund Resource Availability
Opentl ng (Wfthout CIP ProJects)
$1,200,000
$1,000,000
$800,000
$600,0m
$.1o0,000
$200,000
$0
-$200,000
2022-23 202}24 202+25 202F26 202o27
Fiscal Year Ending
Table 1. General Fund Resource Availability: Operating Costs Table 2. General Fund Resource Availability: Operating and CIP Funding Operating Costs. As shown in
Table, forecast revenues exceed
operating costs in every year. The large
favorable variance in 2022-23 is due to
one-time "American Rescue Plan Act"
(ARPA) revenues of $1.3 million.

Excluding ARPA, the average "resource
availability" is about $375,000 annually.

The projected ending fund balance by
the end of the forecast period (2026-27)
would be about $6.8 million above
policy minimum targets.

Put in perspective, with fund balance
above policy targets, resources are
available to fund CIP projects of about
$1.4 million per year. This compares
with the five-year average CIP in the
forecast of $2.9 million.

Funding With CIP Projects. Table2
compares the forecast results for
operating costs with what happens if
CIP projects (based on the five-year
CIP) are included in the forecast.

Instead of projecting a
ooresource
availability" of about $375,000
annually, the forecast shows an annual
average "gap" of about $2.5 million
when CIP projects are included. The
resulting ending fund balance at the
endof 2026-27 would be $1.6 million,
which would be $7.6 million below
minimum policy targets.

The Path X'onvard. As discussed
below, there are several options
available in closing the forecast gap
and funding CIP projects (in full or
part) that would result in a balanced budget and reserves at minimum policy levels, including:
r Scale back CIP projects.
e Identify alternative funding sources for General Fund subsidies. r Reduce CaIPERS unfunded actuarial liabilities (UAL).
e Consider focused revenue options.
. Combination of options.
-J2O22-27 Genetal Fund Resource Availability (Gap)
Operating With CIP Projects
$1,000,000
$500,000
$0
-$500,0@
-$1,000,000
-$1,500,000
-$2,000.000
-$2,500,000
-$3.000,000
-$3,500,000
-$4,@0,000
-$4,500,000
-$5,000,000
2022-23 202}24 202+25
Fiscal Year
2025.26 202&27
r Without Funding for CIP Projects r With Funding for CIP Projects

INTRODUCTION
Key Forecast Drivers
Assumptions drive the forecast results, which are detailed on pages 17 to 19. Stated simply, if the assumptions change, the results will change. As prefaced in the General Fiscal Outlook presented to the Council in January 2022, there are eight key drivers underlying the forecast results:
r General economic trends and outlook
o State budget situation
o Current financial condition
. Key revenues
o Operating cost drivers, including Sheriff contract renewal and unfunded liabilities for pensions and retiree health care
r General Fund subsidies
o Population growth and development
. Capital improvement plan
The Short Story. As discussed below, forecast results are driven by four key actors:
r Sheriffcontractincreases.
o Ambitious CIP compared with past levels.
o Increased subsidies to other funds.
o CaIPERS cost increases in funding the UAL
O General Economic Trends and Outlook
Last year, the public health crisis presented by Covid-19, and its adverse impact on the economy, was the major fiscal threat facing the cities throughout the nation. At this point, the public health crisis appears to be waning and revenue trends reflect continued recovery.

Table 3 shows trends in average
daily Covid-19 cases since March
2020 through mid-June 2022. With
the wide availability of vaccines, it
appears that the public health crisis
in California and Santa Barbara
County is abating. (The trends for
the County and the State track
closely together.)
While cases have fluctuated
significantly over the past two-plus
years, as of mid-June 2022, cases
are far below their peak in the
Winters of 2020 and202l.

Table 3
Average Daily Cases: Santa Barbara County and State
March 2020 to Mid.June 2022
G!rG. F.r10O{
['erdrg
150)
3(X)
2il} 1,0w
100 5&
0p
3/1
tt 1?/l l, I
lt qrt l?/t I
{d1
0 -
Ccdll'J
-
5B1e Etrsode dai€
-4-

INTRODUCTION
Moreover, as reflected Table 4, the
severity of Covid-19 public health
impacts has dropped significantly,
where deaths per 100,000
population are effectively zero as
of mid-June 2022.

In short, with these improving
trends, public health restrictions
have been curtailed, and economic
activity is beginning to return to
pre-crisis levels.

But New Economic Challenges
Surface
While Covid-l9 impacts may be
behind us, new economic
challenges have surfaced in its
wake, with mixed economic signals.

Table 4
Deaths Per 100,000: Santa Barbara County and State
March 2020 to June 2022
O.dht pr'100K
Pendrrg
611 W1 12r'1 3t1
rtl
911 12/1 gl1
-
Courtty
-
State Desthdate
Source: State of California
https://covidl 9.ca.oov/state-dashboard
9nfrp

1.5 1.0

0.5 0.0
1t
10 5
o
Rising inflation. Current trends are at the highest levels in forty years. As Covid-19 economic impacts lessen, there is now high demand for limited supplies: supply chain shortages persist; and gasoline prices have surged with limited supplies due to the war in Ukraine. This has resulted in increasing interest rates in responding to this. Initially believed to be short-term by many leading economists, it now appears to have longer-term impacts.

But there are notable strengths. While interest rates are rising, they are still low by historic standards. And the housing market remains strong.

Moreover, employment trends are also favorable. Nationally, the unemployment rate continues at3.6Yo for the third straight month, with 500,000 jobs created in April 2022 and 390,000 in May 2022. This is the 17th straight monthly gain. The unemployment rate was3.6%o for the third straight month, a touch away from a half-century low.

Table 5. M lncrease in Last 13 Months
Source: U.S. Bureau of Labor Statistics
Graphic by the New York Times
Monthly change in jobs
+600,mO jobs
+2@,000
May'21 Feb-'22
+40O,00O
Aug. llov Mav
+390,000
in May
-5-

INTRODUCTION
2019 202t
+250,(
10 5
2020
Education and health
20 15
Overall
Construction
Manufacturing
Leiilre and
hospitality
Retail
Busines services
Average hourly earnings are also on the rise, increasing by 5.2o/o ftom ayear ago, with gains in virtually all industries from 2019.

Table 6. Percent Change in Average Hourly Earni ngs for Non-m Since 20,19
Source: U.S. Bureau of Labor Statistics
Graphic by the New York Times
ll'hat the experts sal. In its recent California economic outlook (June l, 2022),the highly regarded ucLA Anderson school of Management forecast concluded:
"We expect the depth of this economic slowdown and the highest risk of recession to occur in the middle of 2023, although we still think a recession is unlikely at this time." They also noted that supply chain disruptions are affecting consumers, business and agriculture; and that higher energy prices because of the Russian invasion of Ukaine add "additional headwinds to the state's economic growth.,, Regarding future inflation and unemployment trends, the following summarizes the Federal Reserve's "consensus" outlook as ofJune 15,2022:

Table 7 Outlook
General Fund revenue projections reflect this outlook of "cautious optimism." What this means for the City. Property tax, sales tax and transient occupancy tax (TOT) revenues account for over 90% ofGeneral Fund revenues (excluding transfers). These are driven by performance of the local economy, which in turn is driven by the interrelated performance of the regional, state and national economies. While no significant economic downturns that will impact key General Fund revenues are projected in the forecast, this is not a sure thing.

Key Indicators 2022 2023 2024 Lonser Run
Unemployment Rate
Inflation
J
5 7Yo
2%

3.9%

2.60/o

4.1%

2.2%

4.0%

2.0%
-6-

INTRODUCTION
@ Current Strong Financial Condition
As noted inthe General Fiscal Outlook, while the City has not been immune from adverse economic forces resulting from the global pandemic, it has been more successful than many other communities in California in weathering these fiscal storms. The City has adopted balanced budgets and maintained strong General Fund reserves at policy levels. It cumently has no General Fund debt; and compared with many California cities, modest pension and retiree health obligations.

The City has also adopted - and followed - prudent fiscal policies addressing issues such as reserves, user fee cost recovery, investments, use ofgenerally accepted accounting principles (GAAP) in preparing financial statements and budgets, inventories and fixed assets. The City routinely receives "clean" audit opinions; and has received the prestigious Award for Excellence in Financial Reporting from the Government Finance Officers Association of the United States and Canada (GFOA) as well as the Award for Operating Budget Excellence from the California Society of Municipal Finance Officers (csMFo).

The following chart shows the City's unrestricted General Fund balance for the past ten years. In each year, the City exceeds its minimum policy. It also shows that reserves have remained relatively constant, which means that the City has been able to respond to tough fiscal times without relying on significant drawdowns on its reserves.

June 30,2021 Ending General Fund Balance. As shown below, the City ended 2020-21 with General Fund balances that are $2.3 million higher than the policy minimum. This will serve the General Fund well in meeting the challenges ahead. 7 Unrestrlcted General Fund Balance: Last Ten Years
2012 2013 2014 2015 2016 2017 2018 2019 2020 2t21
Fiscal Year Ending
$10,000,000
$8,000,000
$6,000,@0
$4,000,000
$2,000,m0
$o
i

INTRODUCTION
Financial and economic tlrcertainty
Capital asset replacement
Specialprojects
Unassigned
4,052,200
51 1,600
1,193,600
2"351.200
Total Unrestricted Fund Balance: Jure 30,2021 $8, l 08.600 Unrestricted General Fund Balance June 30,2021 Amount
Table 9. Unrestricted General Fund Balance
2020-21 Fund Balance
@ State Budget Outlook
Over the past thirty years, the greatest fiscal threat to cities in California has not been economic downturnso dotcom meltdowns or corporate scandals, but rather, State takeaways.

These included 20Yo reductions in property tax revenues in transferring revenues to schools via the Education Revenue Augmentation Fund (which in turn allowed the State to reduce its funding to schools by a commensurate amount), property tax administration fees, unfunded State mandates and most recently, dissolution of redevelopment agencies. These takeaways were on top ofthe fiscal challenges facing cities in light oftheir own revenue declines and cost pressures.

Fortunately, due to an improving economy combined with tax increases, constrained spending and more prudent fiscal policies (including required contributions to reserves), the State is in its best financial condition in many years. Accordingly, there are no further takeaways on the horizon - but neither are there any suggested restorations of past takeaways.

That said, while there are added constitutional protections in place since the last State raids on local finances, five years is a long time for the State to leave cities alone. @ Key Revenues
Based on trends for the past ten years (detailed on pages 26 and 27), the city was experiencing a strong recovery from the Great Recession - and then Covid-l9 hit with its adverse economic and fiscal impacts. The forecast assumes strong growth in202l-22 inthe City's top three revenues - property tax, sales tax and transient occupancy tax (TOT) - as economic activity returns to pre-pandemic levels, with modest growth thereafter Together, these three sources account for almost 90% of General Fund revenues. 9 Operating Costs Expenditures
There are three key operating cost assumptions reflected in the forecast, which are described in greater detail on pages 17 and 18.

Operating cost "baseline." The 2022-23 Preliminary Budget is the "baseline" for the forecast. From this, operating costs are projected to increase by inflation (projected at 4o/o to 2o/o annually), excluding retirement costs and sheriff contract costs. a

INTRODUCTION
a CaIPERS retirement costs. Significant increases in funding the City's "unfunded actuarial liability (UAL) are assumed based on projections provided by the California Public Employees Retirement System (CaIPERS).
a Sheriff contract costs. These costs accountfor 40o/o of General Fund operating costs. As shown on page 27, increases in Sheriff contract costs have been modest over the past ten years through2020-21. Howevero significant increases were experienced in202l-22 and are expecte d in 2022-23.
@ General Fund Subsidies
As summarized below, General Fund and Measure X are proposed to provide significant operating subsidies to four funds in 2022-23:

Table 10. General Fund Subsidies
These subsidies are largely due to structural imbalances between revenues - which in the case of assessments are fixed - and increased costs due to aging infrastructure and deferred maintenance. In the case of the Library Fund, significant General Fund/Measure X support was envisioned for this new service.

As reflected below, subsidies remained relatively constant until202l-22, when they increased significantly. While the new Library service is certainly a factor, there were increases in the other three funds as well.

Furd General Fund Measure X Total
120,000
50,000
80,000
630.700
338,100
67,700
554,400
660,700
Park Maintenance
ROW Assessment
Recreation Services
Library
218,100
17,700
474,400
30,000
Total s740,200 $880,700 $1,620,900
2022-23 Proposed General Fund/Measure X Subsidies
-9-

INTRODUCTION
Table 11. General Fund Subsidies: Last Ten Years
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
$0
General Fund/Measure X Subsadies: Last Ten years
2014 2015 2016 2017 2018 2019 2t?f 2A21 202. 2023
I Library I Other Funds
Fiscal Year Ending
Continued subsidies to these four funds atthe 2022-23 level (adjusted for inflation) are projected through 2026-27.
@ Population Growth and Development
The City's population of about 13,000 has remained virtually unchanged over the past ten years. While there are some new residential developments in the pipeline, they are not likely to cause either significant operating revenue or cost increases over the next five years.

On the other hand, there are two hotel projects (one on City property) that may come on-line in the next five years that could favorably affect General Fund revenues.

However, there are regulatory hurdles ahead for these projects. Moreover, even if these projects receive discretionary approvals, it is uncertain what the market for these projects will look like three to five years from now. Accordingly, no new revenues from new development are projected in the forecast.

However, the following summarizes the estimated fiscal impact if these two hotel projects become operational at some time in the next five years:

Table 12. Revenues from Hotel
Revenue Estimate
Project Rooms TOT Other Total
Via Real
Surfliner
72 40
442,000
385,000 236,000
442,000
621,000
Total l12 $827,000 $236,000 $ 1,063,000
- l0-

INTRODUCTION
@ Capital Improvement Projects
The following summarizes the five-year General Fund/Measure X CIP prepared by staff based on current goals and objectives. The first year is based on the proposed 2022-23 Budget.

Table 13. Forecast GIP
Forecast Gap vs Budget Deficit
In those years where expenditures are greaterthan revenues due to CIP projects, this forecast does not project a "budget deficit." Stated simply, a projected "forecast gap" is not the same as a "budget deficit." The City will have a budget deficit only if it does nothing to take corrective action. However, by looking ahead and making the tough choices necessary "today" to close any potentialfuture gaps, the City will avoid incurring real deficits.

Proiect 2022-23 2023-24 2024-25 2025-26 2026-27
980,000
570,000
149,800
250,000
36,900
494,000
I16,000
I10,000
800,000

1.500,000
82400
I,125,000
896,500
888,500
3 r,200
700,000
2 I 3,300
375,000
19,400
61,400
7,800
104,200
124,900
864,400
16,600
8,200
8t0,000
121,500
768,600
810,000
675,000
108,000
659,400
Carpinteria Skate Park
La Concha Park
Bluffs II Trail
Playground Replacement
City Hall Solar
City Hall Storage
Carpinteria Skate Park
2022 P av ement Rehab ilitation
City Hall Campus Expansion
Community Farm Project
Carpinteria Library Improvements
Ninth Street Improvements
Linden Avenue Beach-End Beautif,rcation
City Hall Campus Site Improvements
Corporation Yald Maintenance Building
City Hall Storage
City Hall Solar Enerry Generation and Storage
Carpinteria Creekside Parcel Acquisition
Transit F acility Improvements
Pedestrian Bridge Rehabilitation
Memorial Park Improvements
Carpinteria Commurity Pool Improvements
P layground Equipment Replacement
Parking l,ot #4
2022 P av eme nt Re habilitation
2023 P avement Rehabilitation
2024 P av e ment Rehabilitation
2025 P avement Rehabilitation
2026 P av e ment Re habilita tion
Total $3.506.700 s4.492.400 $2.501,600 $r.724.900 s2,252,400 CIP Projects: General Fund/Measure X
- ll -

INTRODUCTION

FORECAST FRAMEWORK
Background
There are two basic approaches that can be used in preparing and presenting forecasts:
developing one forecast based on one set of assumptions about what is believed to be the most likely outcome; or preparing various "scenarios" based on a combination of possible assumptions for revenues and expenditures. This forecast uses the "one set of assumptions" approach as being the most useful for policy-making purposes. However, the financial model used in preparing this forecast can easily accommodate a broad range of other "what if'scenarios.

Demographic and Financial Trends
The past doesn't determine the future. However, ifthe future won't look like the past, we need to ask ourselves: why not? How will the future be different than the past, and how will that affect the City's fiscal outlook? Accordingly, one of the first steps in preparing the forecast is to take a detailed look at key demographic, economic and fiscal trends wer the past ten years.

A summary of key indicators is provided inthe Trends section of this report beginning on page23. Areas ofparticular focus included:

Demographic and Economic Trends. Population and inflation as measured by changes in the consumer price index (CPf.
a
a
Expenditure Trends. Overall trends in key expenditure areas, including sheriff contract, insurance, General Fund subsides and pensiorrcosts.

Forecast Assumptions
As noted above, assumptions drive the forecast results. Sources used in developing forecast projections include:
. Long and short-term trends in key city revenues and expenditures. o Economic trends as reported in the national media.

Statewide and regional economic forecasts prepared by the University of California, Los Angeles, University of California, Santa Barbara, California Economic Forecast and Beacon Economics.

Revenues Trends. Focused on the City's top three General Fund revenues - property taxeso TOT and sales - which together account for almost 90Yo of total General Fund revenues.
o
- t2-

INTRODUCTION
a Economic and fiscal information developed by the State Legislative Analyst (LAO), State Department of Finance and State Controller.

Fiscal and legislative analysis by the League of California Cities.

Analysis by the City's sales tax advisor (HdL Companies) Five-year employer contribution rate projections prepared by CaIPERS.

Ultimately, working closely with City staff, the forecast projections reflect our best judgment about performance of the local economy during the next five years, and how these will affect General Fund revenues and expenditures. A detailed description of the assumptions used in the forecast and the resulting projections are provided on pages 17 to 19.

What's Not in the Forecast
Grant Revenues. For operations, the forecast does not reflect the receipt of any "competitive" grant revenues over the next five years. However, based on past experience, it is likely that the City will be successful in obtaining grants for operating purposes. However, these are typically for restricted purposes that meet the priorities of the granting agency, which are not necessarily the same as the City's. Moreover, experience shows given federal and state budget challenges, the amount of available grant funding is more likely to decline over the next five years than increase.

Operating Needs Not Funded in the Proposed 2022-23 Budget.lt is likely that there are City needs that are not reflected in the proposed 2022-23 Budget.

What's Most Likely to Change?
By necessity, the forecast is based on a number of assumptions. The following summarizes key areas where changes from forecast assumptions are most likely over the next five years Top Revenue Projections. These are directly tied to the performance of the local economy, which in turn is driven by the interrelated performance of the regional, state and national economies. As noted above, no significant economic downturns that will impact key General Fund revenues are projected in the forecast. However, it bears repeating that this is not a sure thing.

Revenue Projectionsfrom New Developmenl. While none are reflected in the forecast, it is possible that some of the hotel and other projects on the radar could move faster. If that's the case, then revenues - at least in the forecast out-years - may be better than the forecast.

Insurance Costs. The forecast assumes that general liability and workers' compensation and property insurance costs will grow by inflation. However, in the past this has been a volatile cost for many cities in California (and the City's experience has shown the potential for wide swings as well).
o
o
a
-13-

INTRODUCTION
While loss experience plays a role, higher costs can also be incurred resulting from volatility in the financial markets. This can often have a far greater impact on insurance costs than actuarial loss experience.

Retiremeryt Costs, The forecast uses CaIPERS' rate projections for the next five years.

While this is a reasonable assumption, experience has shown the potential for even steeper increases in employer contribution costs.

THE PATH F'ORWARI)
As discussed above, the City is in good fiscal shape in funding operating costs - which has been the focus of past City budgets - with projected revenues exceeding operating costs by about $375,000 annually.

Howevero the forecast also shows an annual average *gap" of about $2.5 million when CIP projects are included ($2.9 million average per year).

As discussed below, there are several options available in closing the forecast gap and funding CIP projects (in full or part) that would result in a balanced budget and resirves at minimum policy levels, including:

Scale Back CIP Projects. The forecast includes an average annual coat for CIP projects of $2.9 million. Scaling this back to $1.4 million would result in a fund balance that meets minimum fund balance targets at the end of 2026-27, while supporting CIP improvements at a higher level than in the past.

Identify Alternative Funding Sources for General Fund Subsidies. tJntil202l-22, General Fund subsidies were relatively stable from year-to-year. However, as summarized by the following, General Fund subsidies increased significantly in202l-22. While the contributions for the Library were expected, there were increases in the other three funds as well.

Reduce CaIPERS Unfunded Actuarial Liabilities (UAL). The City's pension situation is described on pages 28 to 32. The short story: the City has seen significant increases in annual contributions in amortizing its unfunded actuarial liabilities. About 22years remains on this amortization schedule. The City has wisely set aside $1.4 million in a "Section 115" trust fund to assist in addressing its UAL An option that CaIPERS offers is a shortened amortization period of l0 or 15 years. While this requires higher annual payments, the long-term cost savings are significant. A high level analysis indicates that the City could select a shorter amortization period and draw down its Section I l5 funds in Fund 2020-21 2021-22 2022-23
Park Maintenance
ROW Assessment
Recreation Services
Library
173,900
29,700
351,700
220,700
75,500
411,400
327,500
338, I 00
67,700
554,400
660,700
Total $555,200 $ I ,035,100 $1,620,900
General Fund/Measure X Subsidies
-14-

INTRODUCTION
offsetting the higher annual payments. This requires further analysis in consultation with the City's actuary to further asses the costs and benefits of this approach.

Consider Focused Revenue Options. There are two focused options the City could consider:

Higher cost recovery. This is one of the few remaining areas where the Council has discretion in balancing funding for the cost of services between general purpose revenues and fees. The City plans to prepare a cost of services study in 2022-23 in evaluating current costs and user charges in alignment with adopted cost recovery policies. If fees are set lower than appropriate, this means fewer general purpose revenues are available for services that do not have user fee options, like police protection, street maintenance, parks and libraries. This study may present an opportunity for improved cost recovery that in turn can assist in meeting the City's CIP goals.
a
a Business license tax. Anyone doing business in the City is required to pay a business license tax, which is levied solely for general revenue purposes. While there are over 40 different categories, the maximum that most businesses pay if they have 21 or more employees is $100, based on the following schedule for retailers, professionals and manufacturers:

No. of Employees Annual Tax
Ito5
6to 10
10 to 20
21 or More
$2s
$s0
$7s
s100
Combined with application fees for new businesses, this results in very modest revenues of about $62,000 annually. Given this relatively low amount of revenue, it is likely that the cost of administering this program is higher that the revenue generated.

Most modern business tax ordinances use gross receipts as the tax base to better reflect ability to pay. There are many ways of structuring the business taxes; and as such, more detailed analysis is required in estimating revenues from an updated business tax ordinance. However, based on a review of ratios between business tax and sales tax revenues in other California cities, a conservative estimate of l5%o of sales tax revenues (excluding Measure X) generates about $325,000 in revenues, for an increase of $263,000. Under Proposition 218, this would require voter approval.

Combination of Options. Rather than relying on only one option, the City could use a combination of them.

CONCLUSION
tr'avorable Outlook in Funding Operating Costs. The City is in good fiscal shape in funding operating costs - which has been the focus of past City budgets - with projected revenues exceeding operating costs by about $375,000 annually. Including available fund balance above policy targets, resources are available to fund CIP projects of about $1.4 -15-

INTRODUCTION
million per year. While less than the five-year CIP average in the forecast of $2.9 million, it is more than the $500,000 it has allocated on average in the past.

Challenges Ahead in Funding CIP Projects. The forecast shows an annual average "gap" of about $2.5 million when CIP projects are included.

The Path Ahead. This report identifies four basic options for funding an expanded CIp.

All with the exception of business license tax (which would require voter ipproval) can be approved by the Council.
- 16-

KEY ASSUMPTIONS

DEMOGRAPHIC
TRENDS

ECONOMIC

OUTLOOK

EXPENDITURES
Population. Based on recent trends, no change in population (either up or down) is projected to materially affect revenues or expenditures over the next five years.

Inflation. Based on long-term trends and projections in recent statewide and regional forecasts, inflation - as measured by the consumer price index (CPD - the following summarized infl ation assumptions:

Estimate
2021-22 4.UYo
Forecast
2022-23
2023-24
2024-2s
2025-26
2026-27

4.0%

3.0%

2.0%

2.IYo

2.0,;1"
The public health crisis and adverse economic impacts from Covid-l9 appear to be waning and revenue trends reflect continued recovery. However, in its wake, new concerns have surfaced with inflation and possible recession. On the other hand, the housing market, employment and wages continue to be strong. The forecast assumes "cautious optimism" and modest growth. Accordingly, it does not project any significant economic downturns that would impact key General Fund revenues.

However, this is far from a sure thing.

Operating Costs. The proposed 2022-23 Budget is the "baseline" for the forecast operating expenditures. From this, operating costs are projected to increase by inflation, with the notable exception ofpension and Sheriffcontract costs.

CaIPERS. These are based on projections provided by the California Public Employees Retirement System (CaIPERS). The underlying factors driving the increases are described inlhe Trends section of this report beginning on page28. Based on these factors, the detail calculations for projecting retirement costs are provided on page 21.

Sheriff Contract Costs As discussed inthe Trends section of this report beginning on page27, increases in Sheriffcontract costs have been modest over the past years until 2021-22, when costs increased by about 15%. The proposed costs for 2022-23 are also expected to increase by l5%. After that, annual costs are projected to rise by 3.5o/o annually, based on the prior five-year average increase.

Other Operating Costs. As noted by above, the forecast assumes increases based on inflation ranging from 4YoIo2Vo, aside from pension and Sheriffcontract costs. This is lower than past trends based on the following factors:
-17-

KEY ASSUMPTIONS
a
In preparing and reviewing expenditure trends, special attention was focused separately on key "external" drivers like insurance, calpERS pension and sheriff contract costs.

In the case ofretirement costs, as noted abovq these were prepared separately based on rate and cost information provided by CalpERS.

And separate assumptions have been made for Sheriff contract costs.

After accounting for these three external drivers, the remaining costs are largely within the control of the city. Staffing costs account for about one-third of operating expenditures. setting aside the two costs that are accounted for separately, staffing costs rise (or fall) based on two factors: authorized staffing levels and compensation. Both are within the control of the city. Since this report is a forecast and not the Budget, CPI is a reasonable basis for projecting these-other costs.
capital Improvement Plan (cIP) Projects. Expenditures are based on funding and phasing assessments prepared by city staff. These arepresented on page 11. a
a

INTERFUND

TRANSFERS

STATE BUDGET

ACTIONS

REVENUES
Transfers in and out, including fund subsidies, are based on the proposed 2022-23 Budget and increase annually based on changes in the Cpl.

The forecast assumes no added cuts nor restoration ofpast cuts to cities.

Sources used in developing revenue projections for the forecast include:
. Long and short-term trends in key City revenues and expenditures. . Economic trends as reported in the national media.
' State and regional economic forecasts prepared by the University of California, Los Angeles; University of California, Santa Barbara; California Economic Forecast; and Beacon Economics.
' Economic and fiscal information developed by the State Legislative Analyst (LAO), State Department of Finance and State Controller.
. Fiscal and legislative analysis by the League of California Cities. . Analysis by the City's sales tax advisor (HdL Companies).

Ultimately, however, in close consultation with City staff, the forecast projections reflect our bestjudgment about the State budget process and the performance ofthe local economy during the next five years and how these will affect General Fund revenues.

Top Three Revenues
The following describes the assumptions for the "Top Tlree" revenues in the forecast, which account for almost 90% of total projected General Fund revenues. - l8 -

KEY ASSUMPTIONS
Property Tax. This revenue source is driven by changes in assessed value. The forecast assumes modest "baseline" growth throughout the forecast period as follows:

Transient Occupancy Tax. Transient occupancy taxes (TOT), which are based on hotels and short-term vacation rentals, are estimated to increase significantly in202l22, reflectingrecovery from Covid-l9 impacted revenues. Due to this, revenues are projected to remain flatin2022-23, and then grow by CPI thereafter. No new hotels are assumed in the forecast.

Estimate
2021-22 38.601
Estimate
2021-22
Forecast
2022-23
2023-24
2024-25
202s-26
2026-27
Forecast
2022-23
2023-24
2024-25
202s-26
2026-27

4.6%
43%

5.0%
s.0%
s.0%
s.0%
Flal

3.jo/c

2.0%

5.001
Sales Tax. The forecast assumptions were prepared by the City's sales tax advisor (HdL).

With strong growth in202l-22, revenues are essentially flat in 2022-23 and then grow modestly thereafter.

General Meas X
Estimate
2021-22 20.2% 15.5Yo
Forecast
2022-23
2023-24
2024-2s
2025-26
2026-27
-.04%

3.6%

2.9%

2.9Yo

3.4%
-.08%

3.8%

2.9%

2.gVo
3A%
Other Revenues
These are projected to remain flat or grow modestly by inflation during the forecast period,
-19-

FORECAST
2022-23 2023-24 2024-2s 2025-26 2026-27
$4,769,600
6, I 35,8003,062,200
68s, l 00
62,000
552,000502,500
$5,008, I 00
6,364,6003,154,100
7l I,100
63,900
337,300
629,100
$5,258,500
6,s49,200
3,217,200
72s,300
65,200
337,300641,700
$s,52 1,400
6,739,100
3,28 1,500
739,800
66,500
337,300654,500
$5,797,500
6,968,200
3,347,100
754,600
67,800
337,300667,600
3l 00 31 300
14s,600
3l
145,600
3l
27,800 145,600 145,600
l0l
15,898,600 16,730,100 17,256,300 17,902,000 18.402.000
14,855,600 15,266,000 15,668,500
I I I
16,078,700
800
14,3s6,300
178
l 5,428,800
2,s01,600
l s,83 r,300
1,724,900
16,241,500
2,252.400
15,01 8,400
J ,506,700 4,492,400
14,535,200
1E,041,900
1,342,000
(1,620,e00)
19,510,E00 17,930,400 17,556,200 1E,4g3,g00
(r,669,500) (t,702,900) (1,737,000) (1,77r,700)
(278,900) (1,669,500) (1,702,900) (r,737,000) 1,771,7001 14,261,600 1t,839,400 7,389,200 s,012,200 3.521.000
Unspendable
Restricted: Pension Stabiliz ationCommitted
Fiscal Stability, Cash Flow and Contingencies
40% ofAnnual General Fund
General Reserve Fund: $1,000,000 Minimum
Major Asset Replacement and Repair
$1,000,000 Minimum
400
1,438,500
4,489,300
1,005,700
432,900
400
1,438,600
5,s44,300
r,000,000
1,000,000
400
1,438,600
5,688,900
1,000,000
1,000,000
I
,
I 13,400
4,344,900
1,1 89,200
540,s00
400
1,438,600
5,223,200
1,000,000
r,000,000
400
1,438,600
s,396,800
1,000,0001,000,000
400
1,43 8,600
s,836,300
1,000,0001,000,000
1t 7 I
3 400
7E7 I
J
FUl.'lD S{D OFYEAR IGff.{mALFUllD It'{D OFYEAR
A Measure X and 100
400
1,438,600
4,052,300
1, I 93,600
5 1 1,600
590,000 (1,446,600) (3,971,100) (s,606,900) (7,617.900') 11,839,400 7,389,200 5,012,200 3,521.000 1.657.400
2021-22
Esti mated
s4,572,400
6,174,700
3,062,200
685,1 00
62,000
304,000703,000
54,200
I 54.600
15,772,20012,165,100
87,700
12,252,800

1.842.500
14,095,300
1,345,000
(1,035,200)
309,800
1,986,700 (2r!8)2,200) (4,450,200) (2,377,000) (1,491,200) (f,E63.600) 12,274,900
2,801,400
14,261.600

1.487.700
2020-21
Actu al
2079-20
Actu al
$4, l l 9,400
4,714,200
2,023,100
757,300
48,900
452,200594,300
$4,372,200
5,271,600
2,209,200
689, l 00
41, I 00
399,300s66,300
68,200
352,200
377,200727,400
13,814,000 13,969,200
I 0, I 65,200
1 68.1 00
I 0,844,300
273.400
I 0,333,300
I,593. I 00
11,117,700
571,200
I 1,6E8,900
241,800
(673,300)
(29.000)
(5ss,100)
11,926,400
(460.500) (555.100)
r.664.600

9.122.600 10.787.200
544.200 1.433.300
10,787,200 t2,274.900
t1
REVN.{I,IESTaxes and Franchise Fees
Property TaxSales Tax
Transient Occupancy Tar
Franchise FeesBusiness License Taxes
From Other GovernmentsPermits and Service Charges
Other Revenues
Investment EarningsOther Revenues
Total Revenues
D(PEh{DITIJ'RESOperating Programs
ital Outlay
Total Op erating Exp enditures
CIP Prolects
Total Expenditures
oTHERSOURCES (USES)Transfers In
Transfers Out
Fund Subsidies
CIP ProjectsOther Funds
Total Other Sources (flses)
Sourtes Orrcr (Under) UsesFT]ND BAI-ANCE BEGINNING OF }'EAR UnassigredTotal
GENERAL FU EASURE X FIVE YEAR FISCAL FORECAST:2022-27
-20 -
2026-27
810,100

9.374,800
16,078,700
162.800
16,241,500
8 10,000
t.M2.400
2,252,400
2,469,1004.499.t00

5.0%

2.0yo

0.0o/o

2.0o/"

3.4%3.4V"
6,968,200

2.0%3.5%
6,056,600
459,200
4,100
346.800

2.0%
Flat

2.0%
FlatFlat
2025-26
788,500

9.191,000
I 5,668,500
162.800
15,83 1,300
834,800890,100
1,724,900
2,387,9004.351.200

2.9%2.9o/o

0.DYo

2.$Yo5.0%2.|yo
6,739,100

2.0o/o

3.5%
5,85 1,800

2.0%
Flat

2.IYo
FlatFlat
440,800
3,800
343.900
2024-25
2,320,6004.228.600

0.0%

2.0%5.0o/o

2.0%2.9%2.g%o
6,549,200

2.0%33%
5,653,900

2.0o/o
Flat

2.0o/o
FlatFlat
421,600
3,400
339,100764,100

9.0 I 0.800
ls,266,000
162,800
15,428,800
1,400,3001.101.300
2,501,600
2023-24
2,255,2004.109.400

0.0"/o3.0o/o5.0%

3.0%3.60/o3.80/o
6,364,600

3.DYo3.5"/o
5,462,700

3.0o/o
Flat

3.00/!
Flat
Flat
391,200
2,900
327.500721,600
8,834,100
14,855,600
162.800
15,01 8,400
1,582,400
2,910,0004,492,400
14,535,200
980,000

2.526,700
3,506,700
2022-23
2,176,800

3.9s9.000
Flat

4.3Y"

0.0%4.0Y"
-0.4%-0.8"/"
6,135,800
EstimatedEstimatedEstimatedEstimatedEstimatedEstimated

14.7o/o
5,278,000
362,700
2,300
3 15.400680,400

8.576,800
14,356,300
178.900
2021-22
603,500

7.049.300
12,165,100
87,700
12,252,800
2,185,7003,989,000

0.0%4.0o/"

4.6%

38.6%20.2yo

15.5yo
6,174,700
EstimatedEstimated
Estimated
EstimatedEstimated
Estimated
4,600,000
312,600
2,000
288,900
Total
CIP Projects
General Fund
Measure XTotal
Business License Tax
Average of Prior 5 Years: 2023-24 to 2026-27
Franchise FeesFrom Other Govemments
Permits & Service ChargesInvestment EamingsOther Revenues D(PN'{DIT{-iRES
Operating Elpenditures
SheriffContract
Prop osed contract for 2022-23
Average increase, last 5 years eraluding2020-21 and202l-22) Untunded Actuarial Liability (UAL)
Classic (80% Allocated to General Fund)
PEPRA (80% Allocated to General Fund)
Safety (Reflects 3.3%o p rep ay ment discount
5,271,600
Base
690,400337,300610,800
145,600
3 I 6,300
1,817,'700
3,453,900
PopulationInflation
REVM{UES & OTHER S OIIRCES
Property Tax
Transient Occupancy Tax
Sales Tax (Basis: HdL Projection)
Percent Increase
General Fund
Measure X
Revenue
General FundMeasure X
Total
Other Op erating Ep enditures
Total Op erating E4 enditures
Capital Outlay
Averas ofPrior 5 Years: 2023-24to2026-27
Base
162,800

ASSUMPTIONS SUMMARY
2l
2025-27
(1 ,771,7OO)

2.0o/o
2025-26(1,737,000)

2.0o/"
2024-25(1,702,900)

2.Iyo
2023-24(1,669,500)

3.0o/"
2022-23
1,267,000

75.000
1,342,000
(710,200)
(250.000)(960,200)
(30,000)
(630.700)(660,700)
(1,620,900)
2021-22
1,269,000

76.000
1,345,000
(547,700)
(487.500)
( 1,03 5,200)
(1,035,200)
oTHm.souRcEs (usEs)
Transfers In
ARPA
General Fund
Measure
X
Total
Transfers Out
Historic Fund Subsidies
General Fund
Measure
X
Total
Library Fund
General Fund
Measure
X
Total Transfers OutGrows by Inflation

ASSUMPTIONS SUMMARY

HISTORICAL TRENDS

DEMOGRAPHIC AND ECONOMIC TRENDS
Population. The City's population has
remained virtually unchanged for the
past ten years.

Source: State ofCalifornia, Demographic Research Unit
Consumer Price Index. Changes in the
Consumer Price Index for All Urban
Consumers (CPI-U for the Southem
California area increased by less than
l.IYoin2021;and an average of 2.lo/o
over the past 10 years. However, we are
now experiencing the steepest rise in
costs in over 40 years.

Source: U,S. Bureau of Labor Statistics
7o Change in Southern Califurnia CPI-U
Last Ten Fiscal Years
5o/o
4o/o
3o/o
2o/o
1o/o
Oo/o
-1o/o
2012 2013 ?o14 201s ?016 2017 2018 2019 2020 2021
Population: Last Ten Years
16,000
14,000
12,000
10,000
8,000
6,000
4,000
2,000
0 c\l
o(\t
(t
o(\
$
oGI
u)
ot\I
(o
o(\t
Fo(!@
ct (\t
o)
or1
o(\t
o(\l
NoN
-23-

HISTORICAL TRENDS
202I.22 EXPENDITURE AND REVENUE SUMMARIES
The General Fund - which is the
focus ofthis forecast - accounts for
about 60Yo of total City
expenditures.

At 40Yo, law enforcement costs are
the largest use of General Fund
resources.
2021-22 Funding Sources: $20.6 Miilion
o Other Funds
14o/o
tr CIP Fund
20o/o
tr Recreation
Serv and Park
Maint
7o/o
r General Fund
59o/o
2021-22 General Fund Operating Gosts
$12.2 Mitlion
tr General
Government
27o/o
Administrative
Services
8o/o
I Law
Enforcement
40o/o
tr Parks,
Recreation,
Pub Facilities
4o/o tr Community
Development
15o/o
tr Public Works
60/o
24 HISTORICAL TRENDS
Contracts for Sheriff (38%) and
other services (17%) account for
55% ofGeneral Fund operating
costs. Staffing costs are the next
highest cost, accounting for almost
40% of General Fund operating
costs.

Three revenue sources account for
abott90%o oftotal General Fund
sources. Sales tax (including
Measure X) is the top revenue
(39%) followed by property tax
(29%) and transient occupancy tax
(25%) and sales taxl9o/o).
2921-22 General Fund Operating Costs
$12.2 Million
tr Other
Contracts
2o/o
Other Costs
8o/o
tr Professional
Services
'150/o
r Staffing
37o/o
n Sheriff
Contract
38o/o
2A21-22 General Fund Revenues
$15.7 Million
tr Permit and
Service
Charges
5%
tr Other
Revenues
4o/o
tr Franchise
Fees
4%
I PropertyTax
29%
tr Transient
Occupancy
Tax
19o/o
cl Sales Tax
39o/o
-25-

HISTORICAL TRENDS
.,]
l
r
l
l

GENERAL FUND REVENUE TRENDS
The following tables and charts show long and short term trends in General Fund for the ,,Top Three" revenue sources, which account for about 90%o oftotal General Fund revenues.

Sales Tax. These revenues
(including Measure X) are the
City's top revenue source,
accounting for almost 40%o of total
revenues. Because they only
began to be received in 2018-19,
the chart only covers General
Fund sales tax revenues.

The last ten years show mixed
results in this revenue source, with
growth from 2012-13 through
2015-76, but modest declines of
the next four years thereafter.

However, sales tax revenues have
strongly recovered in 2021 -22.
$2,200,000
$2,000,000
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
Sales Tax Revenues: Last Ten Years
2012 2013 2014 20't5 2Q16 2017 2018 2019 20?f 2021
Fiscal Year Ending
o
Ec
o
tt:'
o
-cF
c
$2,750,m0
$2,500,000
$2,250,000
$2,000,m0
$1,7s0,000
$1,500,m0
$1,2s0,000
$1,000,000
Assessed Valuatlon: Last Ten Years
2012 2013 2014 20't5 2016 2017 2018 2019 2020 2021
Fiscal Year Ending
Property Tax. The second most
important revenue (accounting for
about 30% oftotal General Fund
revenues,), these are driven by
changes in assessed value as
determined by the Santa Barbma
County Assessor's office. (The
apportionment of property taxes is
determined by the State and subject
to change; as such, assessed value is
the underlying economic driver for
property taxes.)
-26-

HISTORICAL TRENDS

GENERAL FUND EXPENDITURE TRENDS
The following tables and charts show long term trends in four key General Fund expenditures/fund subsidies . Sheriffcontractcosts.
. Insurance: general liability and workers' compensation. . General Fund subsidies.

Employer retirement contribution rates to the Califomia Public Employees Retirement System (CaIPERS) as well as projected rates for the next five years.

TOT Revenues. These revenues
include hotels and short-term
vacation rentals. (Note: The tax
rate increased from l}Yoto l2Yo
in2012-13, and thus room sales
are the best economic measure).

Room sales were relatively stable
from 2014-15 to 2017-18, with an
increase of 7o/o in 2018-19.

However, this is followed by a
sharp decline in2019-20 from
Covid-l9 impacts, with recovery
beginning in 2020-21.

Sheriff Contract Costs. The City
contracts with the County of Santa
Barbara for police services. This is
the City largest operating cost,
accounting for almost 40Yo of total
operating costs.

The sidebar chart shows Sheriff
contract costs for the last ten years,
which have been funded by a
combination of General Fund and
Measure X sources beginning in
2019-20. Cost increases through
2018-19 have been relatively
modest. However, while mitigated
with Measure X funds, there have
been significant increases since
then, with l5o/oincreases in 2021-
22 and another increase of 15Yo
proposed for 2022-23.
o
!
G
o
o
F
tr
$24,000
$22,000
$20,000
$18,000
$10,000
$14,000
$12,000
$10,000
$8,000
Transient Occupancy Room Sales: Last Ten Years
2012 2013 2014 2015 2016 2017 2018 2019 2U20 2021
Fiscal Year Ending
$4,500,000
$4,000,000
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$o
Sheriff Contract Costs: Last Ten Years
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
I Measure X rGeneral Fund
Fiscal Year Ending
27 l

HISTORICAL TRENDS
Insurance Costs. Insurance costs
have been a major concern for many
agencies throughout the State. As
reflected in the sidebar chart for
workers' compensation and general
liability costs, the City has been on
a roller coaster ride over the last ten
years. However, insurance costs
appear to have stabilized and are not
projected to be a significant factor
in the forecast. (lnsurance costs are
city-wide for all funds).
$1,800,000
$1,600,000
$1,400,000
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
$o
General Fund/Measure X Subsidies: Last Ten years
2014 2015 2016 2017 2018 2019 2920 2021 20?2. 2923
I Library I Other Funds
Fiscal Year Ending
CaIPERS Pension Costs
The City currently provides defined pension benefits to its regular employees through its contract with the California Public Employees Retirement System (CaIPERS). Because the City has under 100 non-safety employees covered by its contract with CaIPERS, it is pooled with other local agencies wittt under 100 non-safety emptoyees that offer similar benefits.

The City has a two-tier retirement plan resulting from the Public Employees' pension Reform Act of 2013 (PEPRA).
o *New" (PEPRA) Employees: 2Vo at 62. Under PEPRA, o'new" system employees hired on January 1,2013 or after are provided with the "2%o at 62" plan. This means that retirees will receive 2o/o of their eligibl! compensation for each year worked if they retire at age 62. For example, an employee working ior 30 years and General Fund Subsidies. These
subsidies are largely due to structural
imbalances between revenues -
which in the case of assessments are
fixed - and increased costs due to
aging infrastructure and defened
maintenance. In the case of the
Library Fund, significant General
Fund support was envisioned for this
new service.

Subsidies remained relatively
constant until202l-22, when they
increased significantly. While the
new Library service is certainly a
factor, there were increases in the
other three funds as well.

S4oqmo
S3so,mo
s300,mo
s2s0,mo
S2oo,mo
S$o,mo
Sloo,mo
$so,om
$o
lnsurunce Costs: Last Ten Fiscal Years
rll
2012 2073 2074 2015 2076 2077 2018 2019 2C/20 202I
FiscalYear Ending
I General Uability I Workers Compensation
28 HISTORICAL TRENDS
a
retiring at 62 would receive 60% of their eligible compensation (in this case, the average eamings or their three highest years, excluding any overtime pay)
"Classic" Employees: 2o/o at 55. Employees in the system before January 1,2013 (which CaIPERS calls "classic" employees) are provided with the *2oh at 55" plan: they receive 2Yo of their eligible compensation for each year worked if they retire at age 55. Classic employees include those who worked for the City before January 1,2013.It also includes new employees with the City who established CaIPERS membership with another agency before January 1,2013, with a break in service of six months or less.

About CnIPERS. While cities, counties, and special districts are free to create their own retirement systems, 460 of California's 482 cities are members of CaIPERS. Dating back eighty-five years, CaIPERS is now the largest pension fund in the United States, providing services to about 2,900 state, city, county and special districts, with over 1.8 million members and managing $500 billion in assets.

Funding Pension BeneJits. There are many actuarial factors that determine contribution rates, including inflation and life expectancy assumptions
However, the assumption for the
"discount rate" - the projected longterm yield on investments - is one of the most important. For example, only
about one-third of CaIPERS retirement
benefits are funded by employee and
employer contributions: the other twothirds are funded from investment yields.

As of January 1,2022, CaIPERS
current discount rate is 6.8%. Even
small changes in this rate - up or down
- can significantly affect funding.
preliminarv-fiscal-year-investment-return-triqoer-discount-rate-reduction https://www.caloers.ca.gov/docs/forms-oublications/facts-investment-pension-fundino. odf By comparison, CaIPERS net yield on retums has averaged 10.3% for the last five years; 8.5% for the last 10 years;

6.9oh for the last 20 years; and 8.4Vo over the past 30 years. As reflected in the chart above, these highly variable results are due to significant swings in investment eamings from year-to-year. (source:
httos://www.calpers.ca.gov/page/newsroom/caloers-news/202'l /calpers-strong-preliminary-fiscal-vear-investment-return-trioger-d iscount-ratereduction) Member and City Contributions. Along with investment earnings, CaIPERS pension benefits are funded by contributions from both employees and employers.

The employer share has two components:

CaIPERS lnvestmentYields: Last 15 Fiscal Years
lllll.tr, II

75.U4
zo.v/,
t5.va
IO.U/a

5.0%
o.o%
-5.U6
-to.o%
-75.O%

20.o%
-25.O%
-30.O%
NN19NNNNNNlvNlgNNN o66OOoooooooooo OC)OHFtsPtstsPHFHNN
-29-

HISTORICAL TRENDS
o Normal cost: The rate needed to meet current actuarial obligations. o Unfunded actuarial liability (UAL): Funding needed to amortize any outstanding unfunded liabilities (typically over 30 years). Ifthere are adverse actuarial results, such as lower investment yields or changes in actuaiial assumptions, this will be reflected in the UAL payment.

Recent Change in Investment Assumptions. CaIPERS recently reduced its yield assumption fromT.1Yoto 6.BVo, effective January 1,2022. This was triggered by the risk mitigation policy adopted Uy CafenS in 2015 and revised in2017), which called for reductions in the yield assumptions as follows:

Excess lnvestment
Return
Reduction in
Discount Rate
Reduction in
Expected lnvestment
Return
lf lhe actual rn ueslrrenf
returns exrced the
discounl rate bv:

Then the dismunt rate
wtll be reduced by:

And the expec(ed
rnye,sfrrpnf return wil! be
reduced bv:

2.00% 0.05% 0.05%

7.00% 0.10% 0.10%

10.00% 0.15% 0.15%

13.00% 0.20% 0.20%

17.00% 0.25% 0.25%
source: calPERS statement of Policy for Funding Risk Mitigation, Version 2, February 14,2017 Compared with the prior assumption of 7.\Yo, the retum in2020-21 of 2l.3Yo exceeded the yield assumption by l4'3% (between l3%io and 17Yo), and accordingly, was reduced by 0.20%under this policy.

On one hand, it seems counter-intuitive that the yield assumption should drop when returns are strong. However, the long-term "strategic objective of the Policy is to reduce the volatility of inveitment retums, thereby iicreasing the fong-lerm sustainability of CaIPERS pension benefits for members" and contributions by employers. This pol-icy is intended to do so by reducing the yield assumptions when retums are strong and the impact ii leisened.

Based on initial models provided by CaIPERS, this reduction in yield assumption appears to have a moderate (and perhaps beneficial) impact on employer contributions rates: while future yield assumptions are reduced, this appears to be offset by more fully funded liabilities due to the strong yield in 2020-21(in short, the liability amortization base is smaller).

CaIPERS Employer Contribution Rates. Over the past five years, CaIPERS has phased-in increases in both the normal and UAL employer contribution rates due to actual assumption changes. As reflected in Tables 15 and 16, normal cost rates have stabilized but UAL payments continue to rise. - 30-

HISTORICAL TRENDS
CaIPERS "Glassic" Normal Rates
llhilllllll

16.0f/o

14.0V/o

12.OV/o

10.00/0

8.00%

6.00%

4.OOo/o

2.QOo/o

0.00o/o
h) N N N N N N N N N N I\J I\' I\) IV 6oooooooooeooc)9 *f-Jilt-NNNNNNN N (, 5 (n Ol \l CO (g O r N gt 5 qr o) 5, 5 -:., r 5 5 .!, S ir *r $ i, i, ili., (, 5 ('r or { o (0 0 j N (r, 5 (,l d) { The sidebar table shows actual
contribution rates for the past ten
years (in blue) for the City's "classic"
employees along with projected rates
for next five years (in red). As
discussed above, it shows how normal
rates have stabilized.
(Note: Trends are provided for
"classic" versus "new" (PEPRA)
employees for "normal and UAL
costs, since they are a much larger
group and better reflect cost trends.

However, over time, PEPRA
employees will be a larger share of
the City's employees, and
accordingly, overall costs will come
down.)
On the other hand, the following table
shows how UAL costs for "classic"
employees have risen signifi cantly,
with continued cost increases though
2024-25, where they begin to stabilize
(last ten years in blue and projected
costs for the next five years in red).

July 2Q21, PERS Miscellaneous Plan of the City of Carpinteria Annual Valuation Report as of June 30,2020; City of Carpinteria Source: July 202 of the City of Carpinteria,
Annual Valuation Report as of June 30, 2020; City of Carpinteria No
$
NNNNNNNNNT\'NNl\l oooc'ooooooooo iIAAJIIANNNNN N(r5(rol{@(oOjN(r} rilirrrarlrtl SJIJjJJNNNNN'\) (r5(Jrgr{o(oorNqtS(, r'rrilllill
700,000
600,000
500,000
400,000
300,000
200,000
{00,000
CaIPERS "Classic" UAL Costs
No
N
drI
N
- 31-

HISTORICAL TRENDS
CaIPERS Legacy Safety UAL Costs
,,iltillllll
400,000
350,000
300,000
250,000
200,000
{50,000
100,000
50,000
I.JNNNNNNNT\)Nr\'NNNN e9oooooo66a-i5i55o ArrrrJN111N-1a;-N N 9, S crt (D \l s (o 6 5 in ii 5 i5 it -5, (, i 5 .:. 5 .:. .:' .:' i.r,l., i., s $ 15 5 [ (r o) { o (o i5 5 i\5 in 5 at it -r Law Enforcement Side-Pool. The City
disbanded its own Police Department
and began contracting for law
enforcement services from the County
in 1992.

At that time, CaIPERS established a
separate pool to account for the
unfunded liabilities remaining for the
previous safety employees. As in the
sidebar chart, costs for this pool have
increased significantly over the past
ten years (in blue); and are projected to
continue rising until 2024-25, when
they stabilize.

Source: July 202
Annual Valuation
Safety Plan of the City
Report as ofJune 30, 2020; City of
-32-

CITY OF CARPINTERIA, CALIFORNIA

CITY OF CARPINTERIA
5775 CARPINTERIA AVENUE CARPINTERIA, CA 93013-2603 • (805) 684-5405 • FAX (805) 684-5304 • www.carpinteria.ca.us

MEMORANDUM
Date: 6/27/22
To: Honorable Mayor and City Councilmembers
From: Dave Durflinger, City Manager
Subject: Ordinance No. 755, an urgency ordinance establishing a temporary moratorium on the establishment of formula businesses in the City of Carpinteria.

City Council Meeting: 06/27/22
Agenda Section: Other Business
Agenda Item No.: 10
The staff report for the above agenda item has been amended to add links to the previous staff report regarding a temporary moratorium on formula businesses in the City and a sentence stating that the previous staff reports are incorporated into the record has also been added to the staff report.

City of Carpinteria
Cour,rcr- Aceruon Srnrr Reponr
June 27,2022

ITEM FOR COUNCIL CONSIDERATION
Ordinance No. 755, an urgency ordinance establishing a temporary moratorium on the establishment of formula businesses in the City of Carpinteria.

STAFF RECOMMENDATION
Approve and adopt Ordinance No. 755, as modified by the City Council and as read by title only, an urgency ordinance establishing a temporary moratorium on the establishment of formula businesses in the City of Carpinteria.

Sample Motion: I move to approve and adopt Ordinance No. 755, as modified by the City Council and as read by title only.

This motion requires a 4/5th vote of the legislative body,

BACKGROUND
At its meeting of February 14,2022, the Carpinteria City Council ("City Council") requested that staff prepare a report on how cities regulate chain stores and restaurants, also known as "formula businesses," that have standardized services, d6cor, methods of operation, and other features that make them virtually identical to businesses elsewhere.

During its meeting on May 9,2022, the City received information that a proliferation of formula businesses can have deleterious impacts on a community's health, safety, and welfare.l For example:

Cities have found it common for formula businesses to arrive in an area en rnasse, squeezing out independent businesses and causing a speculative run-up in rents that results in the wholesale transformation of a business district almost 1 See https://carpinteria.qranicus.com/MetaViewer.php?view id=2&clip id=1028&meta id=69910. See a/so Alexander, Christopher, A Pattern Language, page 432,lndividually Owned Shops, Oxford University press, 1 977.

Tempggry Moratorium on the establishment of formula businesses in the City of Carpinteria June 27,2022
Page2'
overnight.2 The loss of independently owned/operated stores can also have long-term economic consequences for communities. One study of independent business in San Francisco found that an increase of 1Oo/o in ind-ependent businesses' market share would yield an increase of nearly $200 million in economic activity and nearly 1 ,300 new jobs, while a 1Oo/o decrease in market share would cause declines in economic activity and jobs by the same amount.3 ln addition to causing downtown or neighborhood business districts to lose their distinctive appeal, formula businesses often drive up rents where they locate.

Higher rents can have the effect of pushing out independent entrepreneurs and low-margin/service businesses that meet the basic needs of surrounding neighborhoods (such as grocers and beauty/barber shops).a Local economies dominated by formula businesses also tend to be solely profit based and uninterested in meeting communig needs over time, as opposed to a business model that fills a local niche and/or is complementary to exisiing businesses in similar categories.5 Perhaps of greatest concern, formula businesses often invest locally generated profits outside of the community, and disappear quickly when the economy contracts or their corporate strategy shifts, leaving behind building vacancies with higher rent expectaiions.6 After receiving the staff report, the City Council heard from staff and a member of the public regarding the impacts that the proliferation of formula businesses could have on the City of Carpinteria's ('City') commercial areas and directed staff to return with an urgency ordinance to establish a temporary moratorium on the establishment of formuta businesses throughout the City while City staff and the City Council study and consider permanent regulations on formula businesses. The staff report for this meeting can be accessed on the City's website.T
As directed by the City Council, staff returned to the next meeting on May 23rd with options for a temporary moratorium on the establishment of any new formula businesses. The staff report and draft moratorium were crafted in a manner to offer the City Council a menu of options to choose from related to the geographic scope of the moratorium, the types of formula businesses to be regulated, how to define formula businesses, and considerations for whether to allow for any exceptions for the replacement and/or relocation of existing formula businesses. The staff report for this 2 S. Mitchell, Formula Business Restrictions, lnstitute for Local Self-Reliance ("lLSR") https://ilsr.org/rule/formula-business-restrictions/ (as of May 17 ,2022). 3 Civic Economics, The San Francisco Retail Diversity Stuiy https://community-wealth.org/contenUsan- !r? lgisco-retai l-d iversity-studv-report-prepared-san-fra ncisco2022). a S. Mitchell , supra fn. 3.
5 ld.
6 ld.
7 See https://carpinteria.qranicus.com/MetaViewer.php?view id=2&clip id=1028&meta id=69910 N:\Project Files\2022 (2139- )\Formula Business Ordinance\Moratorium\2nd Hearing, 06-27-2022\Contd Staff Report re Formula Businesses Moratorium, 20220627 .docx femporary Moratorium on the establishment of formula businesses in the City of Carpinteria June 27,2022

Page 3 ends

meeting is available on the City's website.s Both the May 9, 2022 and May 23,2022 staff reports are incorporated by reference herein.

Public comment received by the City Council included several commenters who questioned the need to expand the restrictions outside of the "Downtown T", noting the number of formula businesses currently located in the Shepard Place Center and Casitas Plaza. Others cautioned of unintended consequences such as freezing the City's economic vitality efforts or preventing small independent businesses from expanding due to the way the City will ultimately define a formula business. Still others expressed concern that an influx of formula businesses would change the character of the City, and were glad that the City is considering how to regulate such businesses.

The recording of the presentation and public comments is available on the City's website.e
City staff also contacted the owner representatives of various pending/approved development projects and several of the larger multi-tenant commercial developments in town to inform them of the possible moratorium and initiation of draft regulations on new formula businesses, and to invite them to participate in the meetings in order to provide input on the City Council's decision. Staff received responses from three developers. Among the responses staff has received were: 1) expressing concern that a moratorium could discourage financial institutions from approving construction loans for at least one approved development project in the City; 2) a concern that such regulations could have a negative impact on commercial property values; and 3) a concern that such regulations could unfairly stallor affect the operating ability of currently pending development projects.

Because only three Councilmembers were present during this item (which requires a four-fifth (4/5) vote for approval), the City Council could not take action on the item. lnstead, the Council received the staff report and continued the item to a future meeting date when four of the Councilmembers could be present. The City Council also directed staff to include examples of language from other municipalities' formula business regulations, which the City Council could look to as examples when making the decisions described above (e.9., geographic scope, types of businesses to be regulated, definition of formula business, and exceptions), when the proposed moratorium returned to the City Council. Staff has provided this information below in the following sections: lnput Needed from City Council re (1) geographic scope of moratorium, (2) types of businesses to be regulated, (3) definition of formula business, and (4) exception for relocation/replacement of existing formula businesses.

The purpose of this agenda matter is to allow the City Council an opportunity to consider and adopt a temporary moratorium on formula businesses. lf approved, the I See https://carpinteria.qranicus.com/MetaViewer.php?view id=2&clip id=1036&meta id=70334 s See https://carpinteria.qranicus.com/MediaPlaver.php?view id=2&clip id=1036 N:\Project Files\2022 (2139- )\Formula Business Ordinance\Moratorium\2nd Hearing, 06-27-2O22\Contd Staff Report re Formula Businesses Moratorium, 2022O627 .docx
Temp91ary Moratorium on the establishment of formula businesses in the City of Carpinteria June 27,2022

Page 4 ends

moratorium would be valid for an initial 45 day period and subject to extensions up to a total of two years.

DISCUSSION
Carpinteria, like most communities, has many existing formula businesses in a variety of business categories. These include, but are not limited to, food/beverage, grocery/pharmacy, general retail, gas stations, motels/hotels, and other professional services (banks/ATMs, insurance, tax preparation, and real estate, etc.)- Formula businesses in Carpinteria are found throughout the City's commercially designated areas, and represent a broad spectrum of business or ownership entities ranging from:
large national or multi-national corporate chains; to smaller regional or local chalns; to small independently-owned businesses with two or more locations; to locally owned and operated franchises of larger formula business chains.
ln light of the broad spectrum of formula businesses that could be affected by contemplated formula business regulations, the number and scope of potentially affected properties is equally broad and could include, but not be limited to: curienfly pending commercial projects; developments with current commercial vacancies; commercially-designated properties that are currently listed for sale; and commerciallydesignated properties that may be listed for sale in the future or have available leasable space in the future.

As discussed in more detail during the City Council meetings on May g and May 23, 2022, cities that elect to establish restrictions on formula businesses have a number of options available for how to approach the regulations, including the following:
. Geographic Scope of Moratorium. A key consideration is to decide where the moratorium should apply (i.e., only to certain zones or citywide). This decision should tie in with the City's stated goals and policies. . Types of Businesses Regulated. One of the key considerations is to determine what types of formula businesses should be regulated. Some cities prohibit only certain types of formula businesses (such as restaurants, or just "fast food" restaurants), while other cities have placed restrictions on all types of formula businesses (restaurants, retail stores, etc.).
o Defining Formula Businesses. ln addition to determining what types of business should be regulated, formula businesses are often further defined in reference to the number of locations the business operates, as well as in terms of particular features that are common to all of the business's locations, such as a standardized menu or merchandise, corporate branding, uniforms, etc. o Exc€Ption for Relocation/Replacement of Existing Formula Businesses.

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conditions, an existing formula business to relocate elsewhere within the City, or to have a new formula business replace an existing business that closes during the term of the moratorium. Such an exception could protect the City from unintentionally losing key benefits and services currently provided to the community through existing formula businesses.

ORDINANCE INITIATION FOR FORMULA BUSINESS REGULATIONS
Based on the City Council's direction at the May 9th meeting, staff intends to return to the next City Council meeting on July 11th with a separate agenda item seeking Council authorization to formally initiate development of formula business regulations and amendment of the City's Local Coastal Plan to include said regulations. While the drafting of the moratorium should be thought of as an instrument to address an imminent threat to the public's health, safety or welfare, the crafting of (permanent) formula business regulations will afford the City Council broader latitude to consider how to regulate formula businesses within the City. The City Council may, for example, choose to regulate formula businesses in a different or more nuanced manner than they do for the purposes of a (temporary) moratorium. ln that sense, the City Council's decisions on how to draft an ordinance regulating formula businesses would not be constrained or otherwise limited by any decisions made concerning a temporary moratorium on formula businesses.

INTERIM MORATORIUM
Adoption of an urgency ordinance would immediately impose a temporary moratorium on the establishment of formula businesses, subject to any exceptions the City Council may adopt. Existing formula businesses and new formula businesses that have received a certificate of occupancy prior to the adoption of the Ordinance would be exempt from the moratorium.lo A draft interim moratorium is attached to this staff report as Attachment A for the City Council's consideration ("Ordinance No. 755').

Adoption of Ordinance No. 755 could be found by the City Council to protect the public safety, health, and welfare in severalways. First, it could be found to be necessary to preserve the City's character as a classic California small beach town, which is the reason many people choose to live in or visit the City. Second, the moratorium could be found to be necessary to further the City's desire to foster businesses that serve the needs of City residents and visitors and thereby ensure the community's quality of life.

Third, the moratorium could be found to be necessary to ensure the resiliency of the City's vibrant, small-scale, diversified commercial character, and its ongoing overall economic vitality. Finally, Ordinance No. 755 could also allow City staff time to study possible revisions to the City's zoning ordinance and other regulations to address the 10 lt is the City's practice to link the Certificate of Occupancy clearance process with the Business Licensing program. ln the case of formula businesses, the City would not issue a Business License to a prohibited formula business that cannot first obtain Certificate of Occupancy clearance.

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matters set forth in the Ordinance. Staff estimates that the process to establish permanent formula store regulations could take as long as 18 months. Allowing further development of new formula businesses while that rulemaking effort is ongoinj may moot or othenrise frustrate the purpose of these forthcoming regulations.

The City Council may also find that establishment of additional formula businesses in the City constitutes a current and immediate threat to the public health, safety, and welfare, within the meaning of Government Code section 65858, subdivisionlc) because the City's Municipal Code provides that a Certificate of Occupancy and business license, both of which are necessary to operate a business within the City, are ministerial entitlements and not subject to discretionary review by the City (and which can be obtained in less than a week's time after submitting the initial appiication). There are currently at least 15 vacant commercial real estate spaces, in addition to an estimated 17 to 20 anticipated new commercial spaces that are associated with pending development projects, within the City. A formula business, therefore, could occupy any of these vacant commercial spaces without any further discretionary review ny tn6 City and/or before the City Council could draft, consider and adopt an emergency brdinanie regulating the establishment of such a business.

As drafted, Ordinance No. 755 would prohibit the City from taking any action, e.g., issuance of an occupancy clearance or any other authorization oi eniiflement, fliat would authorize a formula business to establish and/or operate (either within a certain qlea of the City or throughout the entire City limits, depending on the City Council's direction) for an initial period of 45 days. This moratorium peiioO could be further extended by a 415 vote of.the City Council for an additional 1O months and 15 days, and again for up to one year.11 Ordinance No. 755 would also carve out an exception for cases where applying the moratorium would constitute a violation of state or federal law, such as where the right to proceed with an activity has vested by law. nt
of Existing Formula Businesses
The following sections of draft Ordinance No. 755 call for special attention and input from the City Council:
(1) First, the City Council should decide whether the moratorium should apply City-wide, or whether it should instead only apply to certain areas within the City. 11 Assuming the City Council adopts a Moratorium at their June 27th meeting, staff tentatively would return to the City Council at the July 25th meeting to seek the Council's authorization to extend the Moratorium for an additional 10 months and 15 days, and again in Spring 2023to extend the Moratorium for up to one additional year, as needed, to allow time for staff and the Ci[ Council to complete the drafting and' adoption of permanent formula business regulations.

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(2) Second, the City Council should determine whether any particular types of businesses should be categorically excluded from the moratorium, based on the City Council's judgment as to what types of businesses may have a negative impact on the City versus what types of businesses the City Council deems advantageous to the community.
(3) Third, the Council will need to decide how to define "formula business" based on criteria the City Council deems appropriate to accomplish its goals. (4) Fourth, the Council should decide whether to make additional exceptions to Ordinance No. 755's prohibition on formula businesses based on circumstances in which, during the term on the moratorium, an existing formula business either seeks to relocate elsewhere within the City, or closes altogether.

The following discussion provides options-and proposed language-for the Council to consider for all of the above highlighted issues.
(1) Geographic Scope of Moratorium (Section 3)
Section 3 of Ordinance No. 755 references the geographic scope of the proposed moratorium. At the meeting of May 9, Councilmember comments suggested that there may be an interest in having the moratorium apply throughout the entire City; however, public comment has focused on the need for a moratorium only in the City's downtown area.

TABLE (1): OPTIONS FOR GEOGRAPHIG SCOPE

CONSIDERATION OPTIONAL

LANGUAGE COMMENTS
Whether the
moratorium should
cover all of the City or
only certain areas
\Mthin the City limits
\Mthin the downtown "T"
business district
Within the Casitas Pass
business district
Wthin the district north of
Highway 101 and westof
Linden Avenue
tOtherl
Depending on the City's goals,
the City Council may decide to
exclude certain areas of the City
from the prohibition in
Ordinance No. 755.

Several examples of how other jurisdictions have elected to regulate formula businesses by geographic scope are provided in the table below.

JURISDICTION GEOGRAPHIC SCOPE OF FORMULA BUSINESS

REGULATIONS
Citv of Carmel-bv{he-Sea Citvwide
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(2) Categorical Exclusions for Particular Types of Businesses (Section 6) The definition of "formula business" will ultimately have the greatest impact on whether a particular business is subject to the moratorium or not. Businesses that are not captured by the definition may apply for and receive occupancy clearances, and other entitlements from the City during the term of the moratorium (so long as they meet other City requirements), while those that meet the definition will be categorically barred from opening new storefronts (subject to the exceptions in Sections 5 and 7 of draft Ordinance No. 755).

Crafting a definition of "formula business" also requires decisions about what types of businesses to capture in the definition (i.e., restaurants, retail, grocery stores, gas stations, banks, etc.). ln selecting a definition, the City Councilshould considel what kinds of businesses potentially harm the City's interests discussed above.

The following tables were drafted to help guide the City Councilthrough the various considerations in crafting a definition for "formula business" that is specifically tailored to the City's goals and concerns.

City of Coronado Citywide, but a different permit ts required to operate a non -fast-food formu la business in the Hotel-Motel Zone
City of Ojai (original, temporary
moratorium) Citywide
City of Ojai (final resulation)
City of San Francisco Banned in ce
ConditionalU
rtain districts, but allowed elsewhere in the city with a se Authorization
City of Solvang Banned in the city's Tourist Commercial District on lv TABLE (2): TYPES oF BUSINESSES |NGLUDED oR EXGLUDED FROM DEFINITION OF "FORMULA BUSINESS"

CONSIDERATION OPTIONAL LANGUAGE COMMENTS
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Several examples of how other jurisdictions have defined the types of formula businesses that are regulated are provided in the table below.
(3) Griteria for Definition of "Formula Business" (Section 6) N:\Project Files\2022 (2139- )\Formula Business Ordinance\Moratorium\2nd Hearing, O6-27-2O22\Contd Staff Report re Formula Businesses Moratorium, 20220627 .docx
Types of businesses
to be included in
definition of "formula
business"
Formula businesses shall
include:

Retail
Restau ranVfood service
IOther]
One option is for the City
Council to identiff specific
types of businesses that should
be subject to the "formula
business" definition.

The definition of "formula
business" could also be
subdivided by type of business.

For example, many
municipalities confine their
formula business restrictions to
fast food restaurants, or have
separate provisions governing
fast food.

Exclusion of certain
types of businesses
from the moratorium
The following types ot
businesses are not defined as
formula businesses:

Office space
Professional services
Banks or credit unions
Theaters or performing arts
spaces
Gas stations
Pharmacies
Grocery stores
Businesses run by non-profit
entities
lOtherl
Depending on the City's needs,
the City Council may also
decide to exclude some or all
of the types of businesses
listed here from the prohibition
in Ordinance No. 755.

JURISDICTION TYPES OF BUSINESSES REGULATED
Citv of Carmel-bv-the-Sea Formula restaurants and food stores only Ci$ of Coronado All businesses, but "formula fast food restaurants" are subject to separate requlations than other commercial establishments City of Ojai (original, temporary
moratorium) Retail sales activity of any kind, including restaurants City of Ojai (final regulation) Any commercial business establishment, retail sales or rental activity/establishment, including restaurants, hotels, and motels Citv of San Francisco Retail sales onlv
Citv of Solvano Formula restaurants only
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The City Council will also need to decide what criteria to use in defining a formula business, including whether to base that definition (at least parfly) on the number of other locations the business operates (i.e., 5,7, 10, 15, etc. othei locations throughout the United States), and whether each location is required to have particular featuies in common (i.e., signage, uniforms, menu items, services provided, etc.) to be considered a formula business.
ln making this determination, the City Council should consider whether a particular definition might inadvertently capture businesses of a type that the City deems beneficial. The tables below have been prepared to prwide the City iouncilwith various options for how to craft that definition.

TABLE (3): DEFINING cHARAcrERtsTtcs oF ,,FORMULA BUS|NEss"

CONSIDERATION OPTIONAL LANGUAGE COMMENTS
Number of locations
the business has
throughout the
United States
A business with more than
o 5 locations
o T locations
. 10 locations
r 15 locations
o [Other]
locations anywhere in the world
Many municipalities find it
advantageous to define
"formula business" in partial
reference to the total number of
locations the business operates
throughout the United States.

This avoids excluding smaller
business "chains" with only a
few locations that meet the
other definitional requirements,
but that are unlikely to present
the same negative impacts as
the prototypical formula
business. For example, note
that the Natural Caf6 has 7
restaurant locations and one
office.

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all of the business's
locations (also need
to determine number
of common features
for a business to
qualify as a formula
business)
A business which has at least [one
or twol of the following features
common to all or substantially all of
its locations:
o Products and/or services
. Fagade
o Architecture
r D6cor or color scheme
r Uniform or other employee
apparel
. Signage
. Trademark or servicemark
Defining (at least partially)
formula businesses in relation
to the number of common
features across all of a
business's locations is also
very common.

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Examples of how other jurisdictions have defined the characteristics of formula businesses that are regulated are provided in the table below.

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JURISDICTION DEFINING CHARACTERISTICS OF FORMULA BUSINESSES City of Carmel-bythe-Sea
A business that (1) is required by contractual or other arrangements to offer standardized menus, ingredients, food preparation, employee uniforms, interior decor, signage or exterior design; or (2) adopts a name, appearance or food presentation format that causes it to be substantially identical to another restaurant reqardless of ownership or location.

City of Coronado
"Formula business" means any type of commercial business establishment that uses a trademark, logo, service mark or other mutually identiffing name or symbol that is shared by 15 or more commercial businesses (other than a "formula fast food restaurant") and which maintains any standardized ("formula") array of service and/or merchandise, decor, business method, architecture, layout, uniform, or similar, standard ized feature.
"Formula fast food restaurant" means any "fast food restaurant" having both of the following characteristics: (A) Uses a trademark, logo, service mark or other mutually identifying name or symbol that is shared by 15 or more restaurants; and (B) Serves a prescribed ("formula") menu that is substantially the same as 15 or more restaurants that shares its trademark, logo, service mark or other mutually identifying name or svmbol.

City of Ojai (original,
temporary moratorium)
A type of retail sales activi$ or retail sales establishment, including a restaurant, which, along with ten or more other retail establishments, maintains two or more of the following features: standardized array of merchandise, standardized fagade, standardized d6cor and color scheme, uniform apparel, standardized signage, trademark or service mark.

City of Ojai (final regulation)
A type of commercial business establishment, retail sales or rental activity and retail sales or rental establishment, including restaurants, hotels and motels, which, along with ten or more other establishments, maintains two or more of the following features: standardized array of merchandise or standardized menu, standardized fagade, standardized d6cor or color scheme, uniform apparel, standardized signage, Temporary Moratorium on the establishment of formula businesses in the City of Carpinteria June 27,2022

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(4) Exception for Relocation/Replacement of Existing Formula Businesses (Section 7)
Staff also drafted Ordinance No. 755 to include an exception for the relocation or replacement of existing formula businesses to provide the City Council with the ability to ensure that the moratorium would not inadvertently cause the city to lose existing services on which the community depends. For example, this provision would ailow the existing Starbucks to relocate elsewhere in the City (optionally, within a certain area), or for a Coffee Bean & Tea Leaf to replace the Starbucks at its Current location, if the Starbucks were to close permanently. Depending on the definition of formula business that the City Council decides on, a narrow exception for relocation or replacement could also be drafted that would only apply to specific types of formula businesses (i.e., grocery stores, etc.).

The following table was drafted to help guide the City Councilthrough deciding whether or not it wants to include such a provision in Ordinance No. 755 and, if so, whit criteria and restrictions to place on relocations and replacements of formula businesses. The City Council could also decide that it does not want to provide an exception in the moratorium for either of these situations.
12 The Ci$ of ojai has enacted a new, current moratorium on new formula businesses while amendments to their formula businesses regulations are being considered. The moratorium increased the list of qualifying common features to 8 potential features (up from 6 in the current regulations). Ojai is considering reducing the qualifiTing number of established locations to qualiff is a formula business from 10 such locations down to 5 other locations.
trademark or servtce mark, but exclud in g automated stand-a Iong vend machines. 12
Ci$ of San Francisco
A type of retail sales
establishment that has
or service activity or retail sales or service
eleven or more other retail sales establishments
in operation, or with local land use or permit entiflements already approved, located anywhere in the world; and that maintains two or more of the following features: a standardized array of standardized facade, a standardized decor and color
merchandise, a
scheme, uniform
standardized s a trademark or a servicemark
City of Solvang
A restaurant that is required by contractual or other arrangements to offer any of the following. standardized menus, i ng red ients, food preparation, decor, uniforms or similar standardized features, and where there are five (5) or more similar locations nationwide. A full service restaurant with less than 25 locations nationwide is exempt, and ,,uniforms,,do not include Northern European ethnic garb.

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TABLE (a): OPTIONS FOR RELOCATION/REPLACEMENT EXCEPTION

CONSIDERATION OPTIONAL LANGUAGE COMMENTS
Does the City want
to allow a new
formula business
to replace an
existing formula
business if the
existing formula
business closes
down during the
term of Ordinance
No. 755?
Yes or no?
lf yes, what criteria should be applied?
lf a formula business subject to this
Section ceases operation at a location
within the City, this Ordinance shall not
apply to bar the establishment of a
replacement formula business at that
same location, provided that the:
. Replacement formula business must
provide substantially the same type of
products and/or services as the
predecessor business at that location
. Replacement formula business must
make substantially the same use of the
location as did the predecessor
business at the location in terms of
aesthetics of the fagade, exterior, and
interior signage or displays visible from
the outside
. [Other]
. No criteria
\A/ithout an exception
addressing this situation, the
City may lack the
products/services the old
formula business provided
untilthe expiration of
Ordinance No. 755.

Does the City want
to allow an
existing formula
business to
relocate to a new
location within the
Gity during the
term of Ordinance
No. 755?
Yes or No?
lf yes, what criteria should be applied?
lf a formula business subject to this
Section seeks to relocate to a different
location within the City, this Ordinance
shall not apply to bar such relocation,
provided that the:
a Relocated formula business cannot be
more than a certain distance (i.e.,
1,000 feet, 0.5 miles, one or two City
blocks, within the same general area
as determined at the sole discretion of
the Commun ity Development Director,
etc.) from the formula business's
previous location.

These options
provide a variety of
possible
restrictions on the
location and nature
of the new location
for an existing
formula business, in
the event that it
seeks to relocate
elsewhere within
the City. Any or all
of these restrictions
may be adopted, as
the City Gouncil
deems appropriate.

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o Relocated formula business must
make substantially the same use of the
new location as at the formula
business's previous location in terms
of (a) products and/or services
provided; (b) number of employees; (c)
parking for employees and customers;
(d) fagade, exterior, and interior
signage or displays visible from the
outside; and (e) comply with all other
Ci$ rules and regulations.
o Relocated formula business's prior
location shall not be eligible for a
replacement formula business.
r [Other]
. No criteria
Most other municipalities have not addressed exceptions for the relocation or replacement of established formula businesses. The City of Coronado's exceptions are described in the table below.

POLICY CONSIDERATIONS
Numerous policies speak to providing for a range of business activities that are compatible with the City of Carpinteria's small beach town character. The following General Plan policies may be found consistent with an interest in limiting formula businesses in Carpinteria:

JURISDICTION REPLACEMENT I RELOCATION EXCEPTIO NS
City of Coronado
Change of ownership, by itself, does not require a new permit. Fast food formula businesses can only be expanded or relocated if not on a street corner (unless site's immediate prior use was as a formula fast food restaurant), where it would not result in two or more formula fast food restaurants on the same site, where itwould not result in more than 10 formula fast food restaurants in the City, and where planning commission makes findings of no adverse impact to land uses in the area, pedestrian or vehicle traffic, or the public welfare.

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Objective LU-3: Preserve the small beach town character of the built environment of Carpinteria, encouraging compatible revitalization and avoiding sprawl development at the City's edge.

Policy LU-3d: Establish a commercial sector that balances the retail and service needs of citizens and tourists.

Policy LU-39.' Provide for a range of business activities that bring vitality, revenue, and employment to Carpinteria and are compatible with its small town character.

Restrictions on formula businesses may also be found consistent with the goals and directives of the City's Sustainable Community Policy (Resolution No. 5500), including but not limited to the following excerpts:
o Promote a diversified and resilient local economy that reflects the unique attributes of the region and provides necessary and desirable products and services for both residents and visitors;
o Attract and retain downtown retailers, hotels, corporate headquarters and Research and Development uses that can be successful in and complimentary to the community;
o Establish support for small business development;
o Maintain and enhance the unique identity of the community and built environment to sustain a strong sense of place and community.

FI NANCIAL CONSI DERATIONS
The proliferation of formula businesses can have long-term economic consequences for a community. Low-margin businesses that meet the basic needs of surrounding neighborhoods, such as grocers and pharmacies, may be pushed out as rents rise and the area attracts more formula restaurants and stores. Perhaps of greatest concern, formula businesses tend to be fair-weather friends and can disappear quickly when the economy contracts or their corporate strategy shifts. The risk of formula businesses resulting in a downtown or neighborhood business district losing its distinctive appeal and no longer offering opportunities for independent entrepreneurs could result in loss of customers, fewer business opportunities, and a decline in locally generated tax revenue.

A moratorium on new formula businesses could temporarily impact potential City revenues generated from sources, including but not limited to: sales taxes, property taxes (related to new developmenUtenant improvements), transient occupancy taxes (for hotel/motel uses), business license taxes, and permit fees. The extent to which such revenues would be impacted is dependent upon the scope and breadth of any moratorium on formula businesses, and the degree to which such moratorium limits or reduces the establishment of new businesses in the City. lt would be assumed that a N:\Project Files\2022 (2139- )\Formula Business Ordinance\Moratorium\2nd Hearing, 06-27-2O22\Contd Staff Report re Formula Businesses Moratorium, 20220627 .docx
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broader, more comprehensive moratorium would have a greater potentialfor impact on city revenues as compared to a more narrowry defined m-oratorium.

Costs associated with staff time for the preparation and implementation of a moratorium and any follow-on permanent regulations limiting formula businesses would be paid for from General Fund sources.

LEGAL AND RISK MANAGEMENT CONSIDERATIONS
California has a well-established history with formula business restrictions at a city and county level. ln addition to prominent "big box" store regulations, many cities of v-arying size across the state have enacted prohibitions against formula businesses. CalifoiniJ courts largely have upheld these restrictions against legal challenges under the dormant commerce and equal protection clauses of the u.s. constitution.

It is also a well-established legal principle that a public agency's police power has broad application to protect the public health, safety, and welfare of lts residents which has been interpreted to include regulating formula businesses. Additionally, Section 65858 of the Government Code authorizes cities to adopt an urgency ordinance without following the typical procedures that it would use to amend its municipal code. As a result, an urgency ordinance can be passed without advance notice to the public and can be immediately effective. An ordinance barring issuance of additional entiflements may be adopted under Government Code section 65858 where issuance of such entitlements would result in a current and immediate threat to public health, safety, or welfare.

California law requires that an urgency ordinance be approved by a four-fifths vote of the local legislative body An urgency ordinance may remain in effect for only 45 days, unless it is extended (after notice and a hearing) by another four-fifths vote for ten months and 15 days, with the option of an additional one-year extension. Any extension requires a four-fifths vote of the local legislative body.

OPTIONS

1. Approve and adopt Ordinance No. 755 (staff recommendation). By adopting Ordinance No. 755, the Council is recognizing the need for immediate establishment of local regulations to address the public health, safety, and welfare concerns documented in this staff report and in the recitals set forth in Ordinance No. 755.

2. Direct that staff make revisions to Ordinance No. 755, and bring the matter back at a later date for further consideration.

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3. Elect to not proceed with consideration of a temporary moratorium. Should the Council choose this option, based on Council direction, staff would continue the process of initiation and preparation of drafi permanent regulations on formula businesses for Council consideration; however, no restrictions would apply to formula stores seeking to establish themselves in the City during the interim.

4. Table all work on the drafting of formula store regulations

PRINCIPAL PARTIES EXPECTED AT MEETINGS
Carpinteria business owners
Commercial property owners/managers
Commercial property developers

ATTACHMENT
Ordinance No. 755
Staff Contact: Steve Goggia, Community Developm
(805) 7 55-441 4 / steves @ci. carp i nteria. ca. us
Reviewed by: Dave Durflinger, City Manager
(805) 7 55-4400, [email protected]. us
Reviewed by: Jena Shoaf Acos,
on behalf of Brownstein Hyatt Farber Schreck, LLP
acting as City Attorney for the City of Carpinteria
ent Director
3,A
Signature
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ATTACHMENT A
ORDINAIYCE NO. 755

AN URGENCY ORDINANCE OF THE CITY COUNCIL OF THE CITY OF'

CARPINTERIA, CALIFORNIA ESTABLTSHING A MORATORIUM ON THE

ISSUANCE OT'CERTIF'ICATES OX'OCCUPANCY OR ANY OTHER
ENTITLEMENTS FOR THE OPERATION OF F'ORMULA BUSINESSES WITI{IN [inscrf]
WHEREAS, pursuant to the City of Carpinteria's ("City") police power, as granted broadly under Article XI, Section 7 of the Califomia Constitution, ttte City Council of the City ("City Council") has the authority to enact and enforce ordinances and regulations for public health, safety, and welfare;
WHEREAS, Section 65850 of the Government Code also provides the City Council with the authority to, among other things, adopt ordinances regulating the use of buildings within its jurisdiction;
WHEREAS, the City's Zoning Ordinance currently allows operation of formula businesses within the City, provided that such businesses meet all applicabte legal requirements and have obtained an occupancy clearance and other necessary entitlaments frornthe City; and WHEREAS, the City adopted its General Plan/Local Coastal Plan as a comprehensive, long-term plan for the City's development and many ofthe City's General Plan/Local Coastal plan policies and zoning regulations were enacted to limit commercial development that would impair the City's distinctive small beach town charm and character. Among others, those land use objectives and policies include the following:
o Land Use Element Objective LU-3: Preserve the small beach town character of the built environment of Carpinteria, encouraging compatible revitalization and avoiding spawl development at the City's edge
. Policy LU-3d: Establish a commercial sector that balances the retail and service needs of citizens and tourists
r Policy LU-3g: Provide for a range of business activities that bring vitality, revenue, and employment to Carpinteria and are compatible with its small town character; WHEREAS' the City has adopted Resolution No. 5500, a Sustainable Community Policy, in part, as a basis for creating strategies that allow it to adapt to ever-changing environmental, economic, social and physical stressors. Among the directives of the Ciiy's Sustainable Community Policy are the following:

Promote a diversified and resilient local economy that reflects the unique attributes of the region and provides necessary and desirable products and services for both residents and visitors;
Attract and retain downtown retailers, hotels, corporate headquarters and Research and Development uses that can be successful in and complimentary to the community; Establish support for small business development;
a
a
Ordinance No. 755
Page2
o Maintain and enhance the unique identity of the community and built environment to sustain a strong sense of place and community;
WIIEREAS, the City's character as a classic California beach town; the City's desire to foster businesses that serve both the needs of City residents and visitors and thereby ensure the community's quality of life; the resiliency of the City's vibrant, small-scale, diversified commercial character; and the City's ongoing economic vitality all require that the City maintain and encourage establishment of diverse business types and sizes, including smaller and mid-sized businesses;
WHEREAS, formula businesses are, by their very nature, standardized (including their architecture, ddcor, color schemes, and signage) and not unique, and therefore do not enhance the unique small town character that the City Council finds necessary to maintain a viable visitor industry in the City;
WHEREAS, as City staff noted in a May 9,2022 Staff Report, ffiffiy formula businesses are increasingly locating in downtowns and neighborhood business districts en masse, squeezing out independent businesses and causing a speculative run-up in rents that results in the wholesale transformation of a business district. In addition to causing such downtowns and business districts to lose their distinctive appeal, the rent increases caused by an influx of formula businesses can force independent entrepreneurs and low margirlservice businesses that serve the surrounding neighborhood's basic needs to close or move out of the area; WHEREAS, as further noted by City staff in the May 9,2022 Staff Report, local economies dominated by formula businesses tend to be solely profit-based and therefore disinterested in meeting the community's needs, rather than filling a local niche or complementing existing businesses in similar categories. Formula businesses also often invest locally generated profits outside of the community, disappearing quickly when economic conditions shift or corporate strategy changes, and leaving behind vacancies with higher rent expectations; WHEREAS, this ordinance is not premised on maintaining local ownership ofbusinesses, or protecting existing businesses, or preventing formula businesses from doing business in the City. The purpose of this ordinance is to maintain the City's unique, special character, the diversity and vitality olthe City's commercial districts, and the quality of life of City residents; WHEREAS, the impacts described above may result in existing small businesses losing customers and having fewer business opportunities, and may further lead to long-term urban decay and increased vacancies in commercial real estate, both of which could lead to a decline in tax revenue for the City;
WHEREAS, further, the COVID-19 pandemic and govemment regulations pertaining to social distancing had devastating impacts on businesses-with acute impacts on small businesses-including those doing business within the City; WHEREAS, the City Council finds that the unregulated proliferation of formula businesses could lead to a lack of diversity in City businesses, which would substantially harm the Ordinance No. 755

Page 3 ends

important City interests listed above and create substantial public health, safety and welfare problems for the City, its residents, and its businesses; WHEREAS, on May 9,2022, the City Council directed City staff to prepare aproposal to adopt regulations goveming the establishment of formula businesses within tt. -City; WHEREAS, City staff is in the process of initiating an amendment to its Local Coastal Plan for the City Council's consideration at a future meeting in order to study and draft comprehensive.regulations governing formula businesses pursuant to the City Councii's direction; WHEREAS, in the meantime, a temporary moratorium is necessary to allow City staff time to study possible revisions to the City's zoning ordinance and other regulations to address the matters set forth above, which regulations when completed will be brought back for City Council consideration within a reasonable time;
WHEREAS, on May 23,2022, the City Council heard City staff s report and received public comment on the proposed moratorium but could not take action on the moratorium because only three Councilmembers were present, which would not have met the four-fifths (4/5) vote requirement in Government Code section 65858;
WHEREAS, Califomia Govemment Code section 65858 provides that for the purpose of protecting the public safety, health, and welfare and without following the procedureJotfierwise required prior to adoption of a zoning ordinance, the City Council may adopt, as an urgency measure, an urgency ordinance prohibiting any uses which may be in conflict with "a contemplated general plan, specific plan, or zoning proposal that the [City Council], planning commission or the planning department is considering studying or intends to study within a reasonable time;" WHEREAS, the City currently has approximately 15 vacant commercial spaces, in addition to an anticipated 17 to 20 new commercial spaces that are associated with pending development projects, which could be occupied by a formula business without any- furthei discretionary review or approval by the City;
WHEREAS, the City's Municipal Code provides that a Certificate of Occupancy and business license, both of which are necossary to operate a business in the City, are ministerial entitlements not subject to discretionary review by the City; WHEREAS, if and when a new formula business applies for such entitlements, any such application could be granted before the City could consider and enact an urgency ordinanceunder Government Code section 65858 regulating establishment of such a new formula business, thereby frustrating the City's ability to enact lawful regulations on the establishment of new formula businesses;
WHEREAS, the City finds that, as a result of these conditions, the City cannot wait until a new application for establishment of a formula business is submitted in order to enact restrictions on formula businesses;
Ordinance No. 755

Page 4 ends

WHEREAS, if additional formula businesses were allowed to be instituted in the City, prior to the City's consideration and adoption of final regulations governing formula businesses, such uses could (1) conflict with and/or defeat the purpose of the proposal to adopt regulations regulating formula businesses, (2) conflict with the requirements of the General Plan/Local Coastal Plan, (3) be inconsistent with sunounding uses, and/or (4) be immediately detrimental to the public health, safety, and welfare;
WHER-EAS, in the absence of an urgency moratorium, the City's ability to effectively address in a timely manner the negative impacts caused by the proliferation of formula businesses on the public health, safety, and welfare will be seriously compromised; and WHEREAS, the City Council finds that the above conditions create a cunent and immediate threat to the public health, safety, and welfare of the City, its residents, and its businesses, within the meaning of Government Code section 65858, as the public health, safety, and welfare depend on the continued economic and cultural vitality of a connected, engaged, and diverse business communityo and excessive formula businesses degrade the community's smalltown feel and eliminate opportunities for smaller and independently-owned businesses to thrive, especially those business providing vital services to local residents that do not normally pay high rents;
WHEREAS, the City Council has determined, by at least a four-fifths (4/5) vote, that Ordinance No. 755 ("Ordinance") satisfies the requirements of Government Code section 65858, is a matter of City-wide importance, is a reasonable and necessary measure designed for immediate preservation and protection of the public health, safety, and welfare of the community, and is in accord with the public pulposes and provisions of applicable State and local laws and regulations.

NOW THEREFORE, THE CITY COUNCIL HEREBY ORDAINS AS FOLLOWS:

SECTION 1. Recitals Incorporated.

The above recitals are incorporated herein and are each relied upon independently by the City Council in its adoption of this Ordinance.

SECTION 2. Declaration of Urgency.

The City Council hereby finds and declares that, for the reasons set forth in the above recitals, there is a need to enact an urgency ordinance establishing a moratorium on the issuance any and all Certificates of Occupancy and/or any other entitlements for the operation of formula businesses (as defined in Section 6 of this Ordinance) within [insert], subject to the findings and conditions contained in this Ordinance. Prior to the issuance of further entitlements for formula businesses within the City, City staff needs time to study the Carpinteria Municipal Code (.'CMC"), including the City's zoning regulations, and other regulations to ensure that the provisions of the City's zoning regulations and other regulations applicable to formula businesses are compatible with and support the City's General Plan/Local Coastal Plan; ensure consistency with surrounding land uses; ensure compliance with evolving state and federal law; and ensure that the effects of such land use on the public health, saFety, and welfare of the residents and businesses of the City are adequately addressed.

Ordinance No. 755

Page 5 ends

SECTION 3. Moratorium.

Notwithstanding any other provisions of the CMC or any other ordinances or regulations of the City to the contrary, no Certificate of Occupancy or any other entitlement which has as its result the approval or allowance of the operation of a formula business within [insort] shall be issued, granted or approved by any employee, department, or commission of the City for a period of forty-five (45) days immediately succeeding the effective date ofthis Ordinance (and as it shall be extended pursuant to the requirements on Govemment Code section 65858). During the term of this Ordinance, only those entitlernents for which the right to proceed with the associated development, facility, or activity has vested pursuant to the provisions of State law prior to the effective date of this Ordinance, shall proceed in violation of the provisions of this Ordinance.

SECTION 4. Immediate Threat.

Based on the findings herein, this Ordinance is adopted pursuant to California Government Code section 65858. Adoption of this Ordinance is required in order to address the current and irnmediate threat identified by the City Council to the public health, safety, and welfare ofresidents and businesses that would result from the grant of new Certificates of Occupancy and/or other entitlements for the operation of formula businesses within [insert].

SECTION 5. Hardship ExceptionMaiver.

The City, on a case-by-case basis, shall have the authority, upon a showing of good cause by an applicant or other individual with standing, to waive the interim prohibition/moratorium imposed by this Ordinance and allow for the granting of a Certificate of Occupancy and./or other City-issued entitlement to said applicant or other individual with standing. "Good cause" shall mean a factual and evidentiary showing by the applicant that the interim prohibition/moratorium, if not waived, will (l) deprive the applicant of substantially all reasonable economic use of its property or (2) result in a violation of an applicable Calitbmia or federal law. All such applications for waiver shall be filed with the city community Development Department.

SECTION 6. Definition of Formula Business.

For the pu{poses of this Ordinance, "formula business" is defined as [insert] SECTION 7. Exception for Relocation/Replacement of Existing Formula Businesses.

In the event that a fbrmula business, in operation at a location within the City on the Effective Date of this Ordinance, permanently ceases operations at that location or seeks to relocate to another location within the City, the following shall apply: finsert] SECTION 8. Effective Date.

This Ordinance shall be in effect for a period of forty-five (45) days immediately following the date of adoption; provided, however, that after notice pursuant to Califomia Government Code section 65090 and a public hearing, by the affirmative vote of at least four-fifths (4/5) the City Council may extend this Ordinance for an initial period of time up to l0 months and 15 days Ordinance No. 755

Page 6 ends

pursuant to California Government Code section 65858. Thereafter, upon a four-fifth (4/5) vote, a further extension of one (l) year is also permitted.

SECTION 9. Amendment of Ordinance.

Pursuant to the process set forth in Government Code section 65858, the City Council, by the affirmative vote of at least four-fifths (415), may modiff, amend, delete, or add to this Ordinance upon a finding that such action will implement and enforce the goals, policies, and purposes of this Ordinance.

SECTION 10. Severability.

If any section, subsection, sentence, clause, phrase, or word of this Ordinance is for any reason held to be invalid by a court of competent jurisdiction, such decisions shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed and adopted this Ordinance, and each and all provisions hereof, irrespective of the fact that one or more provisions may be declared invalid.

SECTION 11. CEQA Exemption.

The City Council finds that this Ordinance is not subject to the Califomia Environmental Quality Act ("CEQA") pursuant to Title 14 of the California Code of Regulations, CEQA Guidelines sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a "ptoject" as defined in section 15378). The Ordinance prevents changes in the environment pending completion of the contemplated CMC review and thus has no potential for resulting in physioal change to the environment, either directly or indirectly.

PASSED, APPROVED, AND ADOPTED this 27th day of Jvne,2022, by the following called vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

Mayor of the City of Carpinteria
ATTEST:

City Clerk, City of Carpinteria
Ordinance No. 755
PageT
I hereby certfy that theforegoing Ordinonce was duly and rcgularly introduced and adopted at a regular meeting of the City Council of the City of Carpintefia held this 27th day of June, 2022.

City Clerk, City of Carpinteria
APPROVED AS TO F'ORM:

Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP, acting as
City Attorney of the City of Carpinteria

CITY OF CARPINTERIA, CALIFORNIA

MEMORANDUM
Date: 6t23t2022
Honorable Mayor and City Councilmembers
Laura Hernandez, Human Resources and Risk Manager
lo:

From:

Subject: Correction to Salary Range lnformation for Finance Manager City Gouncil Meeting : 06127 12022
Agenda Section: Other Business
Agenda ltem No.: 12
The title of Resolution No. 6145 was updated to the following A Resolution of the City Council of the City Of Garpinteria Approving and Adopting Reclassifications of Gertain Positions in the Administrative Selices, Public Works, and Parks, Recreation, and Public Facilities Departments. ln the Staff Report, the reclassification of the Senior Financial Analyst to Finance Manager the new proposed salary range is incorrect.

I ncorrect information:

The Senior Financial Analyst is currently the M14 salary range, $73,721.30 - $101 ,366.17. The reclassification will be a Management salary range, M16 ($81,367.00 - $1 1 1,992.30).

Correct information:

The Senior Financial Analyst is currently in the M14 salary range, $73,721.30 - $101,366.17. The reclassification will be a Management salary range, M18 ($95,586.00 - $131 ,564.00).

Attachments: Amended Resolution No. 6145

CITY OF CARPINTERIA
5775 CARPINTERIA AVENUE CARPINTERIA, CA 93013-2601 o (805) 684-5405 o FAX (805) 684-5304 o www.carpinteria.ca.us RESOLUTION NO. 6145

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CARPINTERIA APPROVING AND ADOPTING RECLASSIFICATIONS

OF CERTAIN POSITIONS IN THE ADMINISTRATIVE SERVICES,

PUBLIC WORKS, AND PARKS, RECREATION, AND PUBLIC
FACILITIES DEPARTMENTS.

WHEREAS, after review of the job duties and description, the City Manager is recommending that the positions of Accounting Clerk, Senior Financial Analyst, Assistant to the Public Works Director, Library Page, and Management Assistant, be reclassified; and
WHEREAS, updating job classifications supports recruitment and retention of employees that are capable of carrying out the goals and objectives of the City organization and delivering high quality, professional local government services to the Carpinteria community; and
WHEREAS, the City Council has received the recommendations of the City Manager and wishes to revise certain job classifications.

NOW, THEREFORE, BE lT RESOLVED as follows
SECTION 1. The above recitals are true and correct.

SECTION 2. The following position classifications, as described in the respective applicable conditions of employment, are approved:

Accounting Specialist Grade 5
Finance Manager Grade M18
Management Analyst l/ll (for Public Works) Grade 9
Library Technician Grade 631
Management Analyst l/ll ltor Parks, Recreation & Public Facilities) Grade I PASSED, APPROVED AND ADOPTED on 27th day of June, 2022, by the following vote:

Resolution No. 6144
Page2
AYES
NOES
ABSENT:

ABSTAIN
coUNctLMEMBER(S):
coUNctLMEMBER(S):
coUNctLMEMBER(S):
coUNctLMEMBER(S):

ATTEST:

Brian C. Barrett, CMC, City Clerk
City of Carpinteria
I hereby certify that the foregoing resolution
City Council of the City of Carpinteria held o
Mayor, City of Carpinteria
was adopted at a regular meeting of the
n
Brian C. Barrett, CMC, City Clerk
City of Carpinteria

APPROVED AS TO FORM
Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP acting as
City Attorney of the City of Carpinteria
G :\Lau ra\Staff Report\6.27.2022\Reso 6 1 45.doc
City of Carpinteria
Courrrcrr- Acenoe Srerr Reponr
June 27,2022

ITEM FOR COUNCIL CONSIDERATION
Resolution No. 6145, approving and adopting the reclassifications of certain positions in Administrative Services, Public Works, and Parks and Recreation Departments.

STAFF REGOMMENDATION
Adopt Resolution No. 6145, approving the reclassification of certain positions in Administrative Services, Public Works, and Parks and Recreation Departments Sample Motion: I move to adopt Resolution Nos. 6145, as read by title only

BACKGROUND
Pursuant to Carpinteria Municipal Code section 2.08.110, Powers and duties designated, the City Manager, in part, makes recommendations to the City Council concerning any reorganization of offices, positions, departments or units as necessary to further the interest of efficient, effective, and economical conduct of City business.

The City Manager has worked with Department Heads and the Human Resources Manager to develop several reorganization recommendations affecting the Administrative Services, Public Works, Parks, Recreation, and Public Facilities Departments. City Manager is recommending the following positions be reclassified . Accounting Clerk (part-time)
o Assistant to the Public Works Director
. Library Page (parttime)
. Management Assistant
o Senior Financial Analyst.

Reclassification of Certain Positions
June 27 ,2022
Page2

DISCUSSION
The City Manager, in consultation with the Directors of Administrative Services Public Works and Parks, Recreation and Public Facilities, and the Human Resources Administrator, has determined that the reclassifications of five existing positions, as discussed below, is necessary and appropriate to support the work of the Departments and City organization.

All five (5) proposed reclassifications are being recommended to better reflect the job responsibilities and alignment in the City organization. The reclassifications are also expected to support successful recruitment and retention for the organization in the future.

Admin istrative Services Department
Accounting Clerk to Accounting Specialist. The Administrative Services Department has a need for an additional full-time Accounting Specialist position to assist with Accounts Payable, Receivable, and Purchasing process. Currently, certain duties of the Accounting Specialist role are being filled by a temporary employee and the Accounting Technician. The department would greatly benefit from a full-time Accounting Specialist to take over these and other duties.

The Accounting Clerk is currently in the 625 hourly salary range, $19.14 - $23.27. The reclassification will be a Miscellaneous Unrepresented salary range, M5 ($+t ,547.19 - $57,127.38).

Senior Financial Analyst to Finance Manager. The Finance Manager is a management class position that would perform a variety of complex financial duties, including assisting with the preparation of the City's annual budget and Annual Consolidated Financial Report, maintaining the City's general ledger, and overseeing staff involved in payroll, utility billing, accounts payable and receivable, and customer service. The Department would greatly benefit from a Finance Manager to take over these and other duties.

The Senior Financial Analyst is currently the M14 salary range, $73,721.30 - $101,366.17. The reclassification will be a Management salary range, M16 ($81,367.00 - $111,992.30).

Publ ic Works Department:

Assistant to the Public Works Director to Management Analyst l/ll. The position has been vacant since February 2022. Currently, some of the duties have been effectively carried out by several staff within the Department. After careful review, it has been determined the position is expected to perform a wide range of work; however, G:\Laura\Staff Report\6.27.2022\Staff Report Reclassification of Positions 6.27.2022 FlNAL.docx Reclassification of Certain Positions
June 27 ,2022

Page 3 ends

with greater oversight and less responsibility than the existing position. The types of duties and/or responsibilities proposed for the reclassified position are also are not currently commensurate to the current salary range based on salary surveys. The purpose of this reclassification is to make changes to the job duties and to adjust the salary range commensurate to the position.

The Assistant to the Public Works Director is currently in the M11 salary range, $59, 904.80 - $82,368.54. The reclassification will be a Miscellaneous Unrepresented salary range, M9 ($+9,918.88 - $68,639.40).

Parks, Recreation, and Public Facilities Department
Library Page to Library Technician. The City Librarian has been building the new Library team and has determined that the new Library will be best served by an additional Library Technician with bilingual (Spanish/English) speaking skills instead of a Library Page.

The Library Page is currently in the 621 hourly salary range, $15.75 - $19.14. The reclassification will be a Part-time Hourly Salary Grade 631 $25.6551 - $31 .1839.

Management Assistant to Management Analyst. The Management Assistant position has been vacant since November 2021. Some of the duties have been carried out by a part-time staff person as the Department reevaluated its needs and the position. After careful review, it has been determined that while this position is expected to perform a wide range of complex work, the types of duties and/or responsibilities are not commensurate to the current salary range based on salary surveys. The purpose of this reclassification is to both modify the job description and adjust the salary range commensurate to the position based on such salary surveys.

The Management Assistant is currently in the M7 salary range, $45,890.46 - $63,099.10. The reclassification will be in a Miscellaneous Unrepresented salary range, M9 ($+9,918.88 - $68,639.40).

POLICY CONSISTENCY
Reclassifying and maintaining up-to-date job descriptions is consistent with the City's interest in successfully recruiting and improving the City's efficiency within each department and meeting the service needs of the community.

G:\Laura\Staff Report\6.27.2022\Staff Report Reclassification of Positions 6.27.2022 FlNAL.docx Reclassification of Certain Positions
June 27,2022

Page 4 ends

FINANCIAL CONSIDERATIONS
All proposed position expenses have been included in the proposed fiscal year 2022-23 budget.

LEGAL AND RISK MANAG EMENT CONSIDERATIONS
There are no legal considerations presented with this report. The reclassifications proposed are expected, in part, to support the City's Risk Management program by improving level of service to residents.

OPTIONS
1) Adopt and approve all of the reclassified positions (staff recommendation). 2) Direct staff to modify one or more job descriptions in which case the matter may need to be continued to a future Council meeting.

PRINCIPAL PARTIES EXPECTED AT MEETING
There are no principal parties expected at the meeting

ATTACHMENTS
A. Resolution No. 6145
Staff contact: Laura Hernandez, Human Resources and k Man r (805) 7 55-4404, Lau ra H@ci. carpi nteria. ca. us
Reviewed by: Licette Maldonado, Administrative Services Director (805) 7 55-4448, LicetteM@ci. carpinteria. ca. us
Reviewed by: Dave Durflinger, City Manager
(805) 7 55-4400, daved@d. carpinteria.ca. us
G:\Laura\Staff Report\6.27.2022\Staff Report Reclassification of Positions 6.27 .2022 FlNAL.docx

ATTACHMENT A
RESOLUTION NO. 6145

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CARPINTERIA APPROVING AND ADOPTING RECLASSIFICATIONS

OF CERTAIN POSITIONS IN THE ADMINISTRATIVE SERVICES,

PUBLIC WORKS, AND PARKS, RECREATION, AND PUBLIC
FACI LITI ES DEPARTMENTS.

NOW, THEREFORE, BE lT RESOLVED as follows
SECTION 1. The above recitals are true and correct
SECTION 2. The following position classifications, as described in the respective applicable conditions of employment, are approved:

Accounting Specialist Grade 5
Finance Manager Grade M16
Management Analyst l/ll (for Public Works) Grade 9
Library Technician Grade 631
Management Analyst l/ll ltor Parks, Recreation & Public Facilities) Grade g PASSED, APPROVED AND ADOPTED on 27th day of June, 2022, by the following vote:

Resolution No. 6144
Page2
AYES:

NOES:

ABSENT
coUNcTLMEMBER(S)
couNcTLMEMBER(S)
couNcTLMEMBER(S)
ABSTAIN couNcTLMEMBER(S)
Mayor, City of Carpinteria
ATTEST
Brian C. Barrett, CMC, City Clerk
City of Carpinteria
I hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Carpinteria held on
Brian C. Barrett, CMC, City Clerk
City of Carpinteria

APPROVED AS TO FORM
Jena Shoaf Acos, on behalf of Brownstein
Hyatt Farber Schreck, LLP acting as
City Attorney of the City of Carpinteria
G :\Laura\Staff Report\6.27.2022\Reso 6 1 45.doc

POSITION DESCRIPTION
Position Title: ACCOUNTING SPECIALIST Department: Administrative Services
Classification: Non-Exempt
Position Reports to: Finance Manager
PositionSupervised: N/A
Position Purpose:

Approved by: City Manager
Under direction, assists Finance staff with various accounting duties in the preparation and maintenance of financial records and reports, including accounts payable, accounts receivable, purchasing business licenses, and petty cash; performs a variety of technical tasks relative to assigned areas of responsibilities; and performs related duties as assigned.

Essential Functions and Basic Duties: (include but are not limited to the following) Responds to inquiries in person or by phone providing explanation of established procedures and work unit policies; issues routine correspondence to vendors, businesses or the public according to established procedures.

As required, contacts financial institutions, vendors, businesses, the public, or other agencies to verify or obtain information regarding City financial activity.

Performs other duties such as copying, sorting, stamping, opening and distributing incoming mail, maintaining files of all forms and essential material as necessary.

Maintains and makes necessary adjustments to various records and/or Iogs such as journals, payroll/time reports, or property records; monitors assigned budgets; reviews, verifies and makes necessary adjustments to data, amounts, and codes on various records and forms for accuracy; sorts documents and posts debits/credits to proper accounts; balances entries and makes necessary corrections.

Verifies statement items and totals with department records; reconciles bank statements or department records; and makes and checks necessary calculations.

Prepares a variety of correspondence, memos, reports and other related material to the assigned area; provides overall clerical office support to the Finance Manager and Administrative Serviced Director; maintains files for assigned areas; answers phones and takes messages or responds to questions as needed; prepares price quotes, as applicable, and all orders for office supplies and equipment, forms, cleaning supplies, and other related supplies as assigned; assists the general public, customers, contractors, and employees in person, by o
a
o
a
a
a
June 2022
a
a
telephone and/or e-mail answering inquiries related to department and assigned areas services, policies, regulations and records.

Collects and accounts for money; issues vouchers and receipts; maintains petty cash, operates a cash register, balances cash receipts, and prepares deposits.

Prepares, audits, verifies, and otherwise processes various bills and invoices covered by purchase orders; verifies charges such as tax, shipping, handling, and discounts; completes data input forms for payment of invoices, maintains vendor files current; maintains balance on open purchase orders.

May perform Accounts Payable duties such as: receives and processes invoices for payment and maintains accounts payable system; audits invoices, balances, resolves vendor disputes, or reconciles discrepancies between payments, accounts andf or source documents, reviews and verifies the accuracy ofaccount coding; posts accounts payable transactions to accounts, journals, and ledgers; maintains vendor information in the accounts payable system including Form W'9's; prepares year end Form 1099's for all eligible vendors; assists in general accounting and finance work including budget checks for disbursements and liability account reconciliations; prepares year end audit schedules related to accounts payable and other liabilities and prepares journal entries when necessary.

May perform Accounts Receivable duties such as: collects and accounts for money; acts as a cashier as needed but not as a primary part ofthe job; receives and processes cash receipts; prepares bank deposits as needed and resolves discrepancies; posts treasury/accounts receivable transactions to accounts, journals and ledgers; provides coverage at the public counter as needed; works with other agencies/departments to collect information for the preparation of false alarm, jail booking, property damage, and other miscellaneous invoices; addresses invoice related inquiries; prepares the month end collection file for the City's collection agency; inputs animal license data into software systems; addresses business/animal license inquiries by phone and in person; assists in general accounting and finance work including receivable and invoice reconciliations.

Perform related duties and responsibilities as required. a
a
o
Qualifications:

Education/Certifi cation :
r Education and/or experience equivalent to graduation from high school and completion of college level coursework in basic accounting, bookkeeping, or finance; and three years of experience in accounting or related field, which involved maintaining financial records.

License/Certificate:
o Possession ol or the ability to obtain, a valid Class C California driver's license prior to appointment. .

Required Knowledge:
r Modern principles, practices, and techniques of finance and information system administration, organization, and operation.
o Knowledge of accounting principles and maintaining financial record keeping system, as well as general office procedures; related laws and ordinances; o General fiscal and financial record keeping practices; procedures, methods, and office equipment used in statistical record keeping.

June 2022
. The operation of a variety of office equipment.
. Knowledge of the operation of a variety of office equipment, including a 10-key adding machine by touch.
o Knowledge of Microsoft Office Suite.

Experience Required:
e Minimum of two years of progressively responsible professional accounting experience, preferable in a governmental agency.
r Two years of general administrative experience in municipal government with particular emphasis in financial and budgetary analysis.

Skills/Abilities:
o Ability to understand, interpret, and apply the fundamental principles of accounting, related City policies and procedures;
r Ability to reconcile differences within the financial record keeping systems requiring an understanding of the relationship among accounting records and documents and automated financial systems;
. Ability to operqte a computer terminal and create/maintain Excel worksheets, manual and computerized financial reports, and maintain ledgers and journals; . Ability to analyze fiscal data and draw logical conclusions; . Ability to work independently; communicate effectively both orally and in writing; o Ability to establish and maintain cooperative working relationships.

PHYSTCAL ACTTVTTIES AND REQUTREMENTS OF THIS POSTTION
FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information
AVERAGE VISUAL ABILITIES:

PHYSICAL STRENGTH:

WORKING CONDITIONS:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.

Work is performed in a standard office setting.

MENTAT ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABITITY: Ability to apply logical or scientific thinking to define problems, collect data establish facts, and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

MATHEMATICS ABILITY: Able to perform mathematical and statistical calculations.

June 2022
LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.

Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.

Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation for sign equivalent), and variation in word order using present, perfect, and future tenses.

TNTENT AND FUNCTTON OF IOB DESCRTPTTONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfen layolf, and termination decisions. Well-constructed job descriptions are an integral part of any efective compensation system.

AII descriptions have been reviewed to ensure that only essential fanctions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities AcE it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the CiA.

Job descriptions are not intended as and do not create employment contracts. This is an at-will position. Employees can be terminated for any reason not prohibited by law.

June 2022

POSITION DESCRIPTION
Position Title: FINANCE MANAGER Department: Administrative Services
Classification: Exempt Approved by: City Manager
Position Reports to: Administrative Services Director
Position Supervised: Accounting Technician, Accounting Specialis! Extra Help Staff Position Purpose:

Under general direction, assists in planning, managing, and directing assigned operations and services of the Administrative Services Department; reconciles numerous accounts; assists with preparing the City's annual budget; prepares required reports; prepares journal entries and maintains the City's general ledger; manages the work of assigned staff; coordinates activities with other City officials, departments, outside agencies, organizations, and the public; provides assistance to the Administrative Services Director; may act as Adminisffative Services Director in his or her absence; performs other related duties as required.

The Finance Manager is the management class position which performs a variety of complex financial duties, including assisting with the preparation of the City's annual budget and ACFR report, maintaining the City's general ledger, and overseeing staff involved in payroll, utility billing accounts payable and receivable, and customer service. This class also assists with the network information services operation.

This class is distinguished from the next higher class of Administrative Services Director in that the latter directs the overall functions of the Administrative Services Department Essential Functions and Basic Duties: (include but are not limited to the following) o Directs the preparation, maintenance, verification and reconciliation of a wide variety of accounting and financial reports.
r Participates in the preparation of the City's Annual Comprehensive Financial Reports (ACFR). r Participates in the preparation of the City's budge! coordinate, budget preparation with the Director of Administrative Services.
e Ensures that the City's financial records are complete, accurate, and in compliance with laws, ordinances, and regulations that affect municipal finance operations (i.e. Governmental Accounting Standards Boards "GASB" and Generally Accepted Accounting Principles "GAAP"). o Participates in the maintenance and analysis of general ledger accounts, and other account subsystems such as accounts payable, accounts receivable, inventory, fixed assets, revenues and utility billing systems.
o Participates in the preparation of financial statements, schedules and other statistical and financial reports; prepares financial statements and various reports for federal and state agencies as well as June 2022
for internal accounting purposes; assists management staff in preparing and reviewing fund balance projections.
r Responsible for the compilation of budget requests, preparation of preliminary and final budget documents, and various transactions required for budget control and administration. r Supervises utility billing, payroll, accounts payable and receivable, business license and all other customer service activities.
r Examines, reconciles, balances and adjusts accounting records; reconciles and prepares bank reconciliation for multiple accounts.
o Prepares a variety of state, federal, and local claims, statements and reports from a variety of sources including computerized data, accounting records and other source documents. o Interprets data and generates related statistical and fiscal reports; prepares and submits accounting information for data processing and inputs data. o Assists in the development, maintenance and enhancement of computerized information systems for accounting and financial functions.
. May prepare public and staff presentations on a wide variety of issues having fiscal implications to the City Council and Financial Budget Committee.
o Participates in the management of the CiQy's investment portfolio. r Establishes positive working relationships with representatives of community organizations, federal/state/local agencies and associations, City management and staff, and the public. r Perform related duties and responsibilities as required.

Qualifications:

Education/Certifi cation :

BS/BA Degree in Finance, Business, Accounting or Public Administration or related field, including coursework in accounting. MBA/MPA preferred; and Four years of professional accounting experience, preferably in a governmental or public agency setting.

License/Certificate:
r Possession of, or the ability to obtain, a valid Class C California driver's license prior to appointment.

Required Knowledge:
o Modern principles, practices, and techniques of finance and information system administratio n, o rgani zation, and op eration.
r Generally Accepted Auditing Standards (GAAS) and Generally Accepted Accounting Principles (GAAP).
r Principles and practices of general, fund, cost, and governmental accounting; principles and practices of auditing and financial control.
o Network based computer applications and design; methods and techniques of supervision, training, and motivation
. Applicable federal, state, and local laws, codes, and regulations, including those related to investments, purchasing, and utility billing.
e Principles and practices of budget development; methods and techniques of scheduling work assignments; standard office procedures, practices, and equipment. o Solid knowledge base in working with financial systems, governmental finance and budgets. o Principles and practices ofresearch and statistical procedures and techniques. a
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June 2022
. Principles and practices of financial computer programming and automated financial systems. o Municipal and cost accounting, finance administration, financial management and budget development.
o Organizational skills as applied to analysis and evaluation of programs, policies and operational needs, programs and/or project alternatives.

Experience Required:
r Minimum of two years of progressively responsible professional accounting experience, preferable in a governmental agency.
o Two years of general administrative experience in municipal government with particular emphasis in financial and budgetary analysis.

Skills/Abilities:
. Supervise, organize, and review the work of staff.
e Independently perform the most difficult professional accounting functions. . Interpret explain and enforce department policies and procedures. o Understand, interpret, explain and apply applicable federal, state, and local policies, laws, and regulations.
o Analyze and make sound recommendations on complex financial data and operations. o Plan and evaluate financial systems and practices and make sound recommendations for improvement.
r Develop and implement financial procedures and controls. r Perform complicated mathematical calculations and analyses. r Work on multiple concurrent projects with strict deadlines and with frequent interruptions r Prepare clear, concise and comprehensive financial statements, reports and written materials o Exercise sound independent judgment within general policy guidelines. e Work independently in the absence of supervision.
. Understand and follow oral and written instructions.
o Communicate clearly and concisely, both orally and in writing. o Establish and maintain effective working relationship with those contacted in the course of work.

PHYSICAT ACTIVITIES AND REQUIREMENTS OF THIS POSITION
FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES:

TALKING:

PHYSICAL STRENGTH:

WORKING CONDITIONS:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentarywork; sitting most of the time. Exerts up to 1-0lbs. of force occasionally.

Work is performed in a standard office setting.

June 2022

MENTAT ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY:

MATHEMATICSABILITY:

LANGUAGE ABILITY:

Ability to apply logical or scientific thinking to define problems, collect data establish facts, and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Able to perform mathematical and statistical calculations.

Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.

Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.

Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation for sign equivalent), and variation in word order using present, perfect, and future tenses.

INTENT AND FUNCTTON OF IOB DESCRTPTTONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, IayoJf, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act it is possible that requiremen* may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the City.

Job descriptions are not intended as and do not create employment contracts. This is an at-will position. Employees can be terminated for any reason not prohibited by law.

June 2022

POSITION DESCRIPTION
Position Title: MANAGEMENT ANALYST I/II
Department PublicWorks
Parks, Recreation and Public Facilities
Classification: Non-Exempt
Position Reports to: Department Director
PositionSupervised: None
Position Purpose:

Approved by: City Manager
Under general supervision of the Department Director, performs a variety of tasks and duties pertaining to the programs and projects in the Department including finance/accounting, human resources, risk management, and information systems; and coordinates assigned activities with other departments and outside agencies.

The Management Analyst I is the professional entry-level class in the Management Analyst series.

Incumbents assigned to this class perform routine organization, policies and procedures analysis, related budget functions, and program direction as assigned. Management Analyst I assignments are generally more routine in nature and work closely within a framework of established procedures.

The Management Analyst II is the journey class in the Management Analyst series. Positions assigned to this class are flexibly staffed and are normally filled by advancement from the lower class of Management Analyst I, or if filled from the outside requires prior professional administrative analysis experience. This classification is distinguished from the I level by the performance of budget management, independent work and decision-making and direct and indirect supervision over lower-level subordinates.

Essential Functions and Basic Duties: (include but are not limited to the following) Assumes management responsibility for assigned services and activities within the department including finance/accounting, human resources, risk management, and information systems.

Oversees and participates in the department's finance and business operations including the development and administration of the annual budget and the forecasting of funds needed for staffing, equipment materials, and supplies; and monitors expenditures.

Manages and participates in the development and implementation of goals, objectives, policies, and priorities for the department; conducts a variety of organizational studies, investigations, and operational studies; and recommends modifications to existing departmental programs, policies, and procedures as appropriate.
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June 2022
r Evaluates and monitors the efficiency and effectiveness of service delivery methods and procedures, permit fees, and service charges; recommends, within departmental policy, appropriate service and staffing levels; and sets priorities and policies. r Plans, coordinates, and reviews the work plan for assigned staff; assigns work activities, projects, and programs; reviews and evaluates work products, methods, and procedures; and meets with staff to identiff and resolve problems.
o Assists in the selection, training, and evaluation of assigned personnel; provides or coordinates staff training; and works to correct deficiencies,
r Performs contract administration and negotiation functions; and coordinates work with vendors, consultants, and outside interest groups.
o Maintains assigned websites. Administers and maintains assigned systems and standards, which may include master file, user profile, and password creation and maintenance. r Assists in preparing and negotiating contracts; Coordinates contract administration. r Serves as a liaison with other departments and outside agencies; negotiates and resolves sensitive and controversial issues; and responds to media inquiries. o Serves as staff on a variety of boards, commissions, and committees; and prepares and presents staff reports and other complex studies.
r Attends and participates in related professional group meetings and stays abreast of new trends and innovations.
o Establishes and maintains effective communication, coordination, and working relationships with City staff and the general public.
o Responsible for related duties as required or assigned.

Minimum Qualifi cations:

Education and/or Experience:

A combination of experience and education equivalent to a Bachelor's degree in business or public administration, or a related field, AND experience as follows:

Management Analyst L Possess the equivalent of a Bachelor's degree from an accredited college or university with major coursework in public administration, accounting, economics or a closely related field. A Master's degree would be desirable.

Management Analyst II. Possess one (1) year in an administrative capacity involving analytical report writing, research, program evaluation of in municipal government comparable to a Management Analyst I and a Bachelor's degree from an accredited college or university with major course work in public administration, accounting, economics or a related field to the area of assignment. A Master's degree is desirable
License/Certificate:
r Possession of or the ability to obtain, a valid Class C California driver's license prior to appointment.

Required Knowledge:

KNOWLEDGE &ABILITIES
Thefollowing are a representative sample of the Knowledge. Skills, and Abilities necessaryl to perform essential duties of the position:

Knowledge oft
Principles of organization and management; principles and practices of public administration; June 2022
principles of statistical and financial analysis; all Federal, State and city laws, codes, ordinances related to area of assignment; related specialized computer systems; principles of data collection, research techniques and methods; basic accounting principles, budget monitoring and expenditure; basic principles and practices of supervision and training; methods and techniques for basic report preparation and writing; basic principles and practices of grant writing and administration; modern office equipment including a computer and applicable software; sources and availability of information; principles, methods and practices of municipal finance, budgeting, accounting and personnel management.

Skills/Abilities:
. Analytical and problem-solving skills.
r Exercise independent judgment.
. Well organized.
. Customerservice-oriented.
. Good communications skills.
. Written and verbal communications skills.

Ability to:

Analyze statistical and financial data and trends forecasting; prepare and interpret tables, charts, graphs, and flow charts; prepare clear and concise administrative and financial reports; analyze and evaluate new and existing service delivery methods and standard operating procedures; apply applicable laws, codes and regulations; communicate effectively, both orally and in writing; understand and follow verbal and written instructions; analyze data, situations and research materials formulate options and make recommendations; properly interpret and make decisions in accordance with laws, regulations and policies; review organizational and administrative problems and recommend and implement an effective course of action; prepare complete and accurate reports; establish and maintain effective working relationships with others.

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary work sitting most of the time. Exerts up to 10 lbs. of force occasionally.

Work is performed in a standard office setting.

PHYSICAL STRENGTH:

TALKING:

WORKING CONDITIONS:

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
June 2022
REASONINGABILITY:

MATHEMATICS ABILITY:

LANGUAGE ABILITY:

Ability to apply logical or scientific thinking to define problems, collect data establish facts, and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Able to perform mathematical and statistical calculations.

Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.

Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.

Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation [or sign equivalent), and variation in word order using present, perfect, and future tenses.

INTENTAND FUNCTTON OF IOB DESCRTPTTONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, Iayoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requiremenB may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the City.

Job descriptions are not intended as and do not create employment contracts. This is an at-will position. Employees can be terminated for any reason not prohibited by law
June 2022

POSITION DESCRIPTION
Position Title: LIBRARY TECHNICIAN (Part Time Extra Help 999 Hour per Fiscal Year) Department: Parks, Recreation and Public Facilities
Classification: Part Time 999 Hrs per Fiscal Year -Non-Exempt Approved by: City Manager
Reporting Relationships: N/A
Position Reports to: City Librarian
Position Supervised: N/A
Position Purpose:

To perform a wide variety of journey level technical library work including acquiring, cataloging and circulating materials for a specific function of the library; to perform technical and clerical work in support of various sections of the library; Iead programs; and to provide general information and assistance to library patrons. Employees within this class are distinguished from the Library Page by the performance of the full range of duties assigned including assisting in the acquisition and cataloging of library materials. Employees at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies of the work unit.

Essential Functions and Basic Duties:

Typically, the depth and breadth of duties/assignments increase at each level and may include, but are not limited to, the following:

Provide exemplary customer service to all individuals by demonstrating a willingness to be attentive, understanding, responsive, fair, courteous and respectful, and to actively participate in maintaining a positive customer service environment, Perform both general and specialized tasks related to the circulation, acquisition, or cataloging of library materials; assist in the processing and maintenance of library materials; provide assistance at public desks within the library.

Prepare print and non-print materials for introduction into the library collection; catalog and classify books; and perform copycat cataloging.

Check out library materials to patrons; check in and prepare materials for return to the circulating collection; register new patrons, collect lost materials fees. a
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. Participate in the preparation and maintenance of displays; assist with seasonal and on-going programs and activities.
o Input data into library computer systems; make corrections; add or delete entries onbibliographic records; correct author and subject entries. . Respond to patron in-person and telephone requests for Iibrary materials, services and basic reference information; assist patrons in completing requests for material not available in the local collection.
r Participate in the promotion of library services and resources; assist in giving library tours to groups; assist in the preparation of informational handouts for public distribution including calendars and flyers.
. Coordinate the scheduling of library facilities; ensure that events are publicized. . Perform general clerical work; type a variety of documents; answer phones; enter information into a computer; maintain files and records; process and distribute the mail.
. Operate a variety of office equipment including a computer, typewriter, telephone system, cash register, copy machine, and other relatedequipment. r Monitor, and organize supplies; maintain files of equipment and supplies, . Perform related duties and responsibilities as required.

Minimum Qualifications
The following are minimum qualifications necessary for entry into the classification:

Any combination of education and experience that has provided the knowledge, skills and abilities necessary for a Library Technician. A typical way of obtaining the required qualifications is:

Education and/or Experience:
o Equivalent to an Associate's degree from an accredited college or university with major course work in library science or a related field.
o Two years of technical and clerical library experience including the acquisition, cataloging, and circulation of a variety of library materials, preferred.

License, Certification and Other Requirements:
. May require a possession of a valid California Class C driver's license. . Bilingual Spanish/English speaking skills are required.

Knowledge, Skills & Abilities (KSA's)
The following are a representative sample of the Knowledge,.Skills, and Abilities necessary to perform essential duties of the position:

Knowledge oft
o Perform a variety of journey level technical and clerical library work. o Operate computerized cataloging, bibliographical and circulation system databases. o Keyboarding speed necessary for successful job performance. r Understand and follow oral and written insffuctions.
r Work independently in the absence of supervision.
r Communicate clearly and concisely, both orally and in writing. o Establish and maintain effective working relationships with those contacted in the course of work.
o Perform routine reference searches.

Ability to:
o This can be taught. I am looking for attitude over aptitude. r Establish and maintain an positive and effective working relationship with the patrons, stafl and volunteers.
o Assist the public tactfully and courteously; learn, understand, and communicate library rules to patrons of all ages; work with minimal supervision. o Walk and stand for long period of time in areas of library property. o Understand and carry out oral and written instructions. o Principles and practice of storytelling
o Principles and provision ofoutreach services.
r Communicate clearly and concisely, both orally and in writing; provide good customer service; perform routine clerical work; Iearn office methods, rules, and policies. o Perform a variety oflibrary support services related to patron assistance. o Operate and/or instruct on the use of library equipment [e.g., computer terminals, laptops,, and film projectors)
o Interpret and execute written and verbal instructions; and solve problems and develop methods for implementing solutions.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
FINGER DEXTERITY:

TALKING:

AVERAGE HEARING:

AVERAGE VISUAT ABILITIES:

PHYSICAL STRENGTH:

WORKING CONDITIONS:

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Especiallywhere one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Able to hear average or normal conversations and receive ordinary information.

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Must be able to lift up to 30 lbs.

Work is performed in a standard office setting. Position requires standing and walking for prolonged periods of time; talking or listening, walking to observe Library patron activities; performs simple grasping and fine manipulation; uses telephone and writes or uses a keyboard to communicate through written means.

Position may work both indoors and outdoors. The work
environment indoors is usually in a temperature-controlled environment.

MENTAT ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to apply logical or scientific thinking to define problems, collect data establish facts, and draw conclusions.

Able to interpret a variety oftechnical instructions and can deal with multiple variables.

MATHEMATICS ABILITY: Able to perform mathematical and statistical calculations.

LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.

Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.

Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation [or sign equivalent), and variation in word order using present, perfect, and future tenses.

Abilityto spea( read, andwrite in English an d Spanish, preferred.

AII descriptions have been reviewed to ensure that only essential lunctions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. ln no instance, however, should the duties, responsibilities, and requiremen* delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Job descriptions are not intended as and do not create employment contracts. This is an at-will position, subject to termination at any time, without notice or right of appeal. This position is a Part-Time Extra Help position not to exceed 999 hours in a fiscal year. This position has is a non-benefit position. Employees can be terminated for any reason not prohibited by law.

POSITION DESCRIPTION
Position Title: MANAGEMENT ANALYST I/II
Department: Public Works
Parks, Recreation and Public Facilities
Classification: Non-Exempt
Position Reports to: Department Director
PositionSupervised: None
Position Purpose:

The Management Analyst I is the professional entry-level class in the Management Analyst series.

Incumbents assigned to this class perform routine organization, policies and procedures analysis, related budget fr.rnctions, and program direction as assigned. Management Analyst I assignments are generally more routine in nature and work closely within a framework of established procedures.

The Management Analyst II is the journey class in the Management Analyst series. Positions assigned to this class are flexibly staffed and are normally filled by advancement from the lower class of Management Analyst I, or if filled from the outside requires prior professional administrative analysis experience. This classification is distinguished from the I level by the performance of budget management independent work and decision-making, and direct and indirect supervision over lower-level subordinates.

Oversees and participates in the department's finance and business operations including the development and administration of the annual budget and the forecasting of funds needed for staffing equipment materials, and supplies; and monitors expenditures.

Manages and participates in the development and implementation of goals, objectives, policies, and priorities for the departmen! conducts a variety of organizational studies, investigations, and operational studies; and recommends modifications to existing departmental programs, policies, and procedures as appropriate,
a
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June 2022
r Evaluates and monitors the efficiency and effectiveness of service delivery methods and procedures, permit fees, and service charges; recommends, within departmental policy, appropriate service and staffing levels; and sets priorities and policies. r Plans, coordinates, and reviews the work plan for assigned staff; assigns work activities, projects, and programs; reviews and evaluates work products, methods, and procedures; and meets with staff to identiff and resolve problems.
o Assists in the selection, training, and evaluation of assigned personnel; provides or coordinates staff training; and works to correct deficiencies.
r Performs contract administration and negotiation functions; and coordinates work with vendors, consultants, and outside interest groups.
r Maintains assigned websites. Administers and maintains assigned systems and standards, which may include master file, user profile, and password creation and maintenance. o Assists in preparing and negotiating contracts; Coordinates contract administration. r Serves as a liaison with other departments and outside agencies; negotiates and resolves sensitive and controversial issues; and responds to media inquiries. o Serves as staff on a variety of boards, commissions, and committees; and prepares and presents staff reports and other complex studies.
o Attends and participates in related professional group meetings and stays abreast of new trends and innovations.
o Establishes and maintains effective communication, coordination, and working relationships with City staff and the general public.
r Responsible for related duties as required or assigned.

Minimum Qualifi cations:

Education and / or Experience:

A combination of experience and education equivalent to a Bachelor's degree in business or public administration, or a related field, AND experience as follows:

Management Analyst I. Possess the equivalent of a Bachelor's degree from an accredited college or university with major coursework in public administration, accounting, economics or a closely related field. A Master's degree would be desirable.

Management Analyst II. Possess one [1) year in an administrative capacity involving analytical report writing, research, program evaluation of in municipal government comparable to a Management Analyst I and a Bachelor's degree from an accredited college or university with major course work in public administration, accounting, economics or a related field to the area of assignment. A Master's degree is desirable
License/Certificate:

Possession of, or the ability to obtain, a valid Class C California driver's license prior to appointment.

Required Knowledge:

KNOWLEDGE &ABILITIES
The following are a reoresentative sample of the Knowledge. Skills. and Abilities necessaryt to perform essential duties of the position:

Knowledge oft
Principles of organization and management; principles and practices of public administration; a
June 2O22
principles of statistical and financial analysis; all Federal, State and city laws, codes, ordinances related to area of assignmen! related specialized computer systems; principles of data collection, research techniques and methods; basic accounting principles, budget monitoring and expenditure; basic principles and practices of supervision and training; methods and techniques for basic report preparation and writing; basic principles and practices of grant writing and administration; modern office equipment including a computer and applicable software; sources and availability of information; principles, methods and practices of municipal finance, budgeting, accounting and personnel management.

Skills/Abilities:
. Analytical and problem-solving skills.
o Exercise independent judgment.
. Well organized.
o Customerservice-oriented.
. Good communications skills.
r Written and verbal communications skills.

Ability to:

Especiallywhere one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

TALKING:

AVERAGE VISUAT ABILITIES:

PHYSICAL STRENGTH:

WORKING CONDITIONS:

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary work sitting most of the time. Exerts up to 10 lbs. of force occasionally.

Work is performed in a standard office setting.

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
June 2022
REASONING ABILITY:

MATHEMATICSABILITY:

LANGUAGE ABILITY:

Ability to apply logical or scientific thinking to define problems, collect data establish facts, and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Able to perform mathematical and statistical calculations.

Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.

Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar.

Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation [or sign equivalent), and variation in word order using present, perfect and future tenses.

TNTENT AND FUNCTTON OF IOB DESCRTPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, Iayolf, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

AII descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasl<s, only incidentally related to each positiory have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successlully perform the positions. In no instance, however, should the duties, responsibilities, and requiremenB delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. ln accordance with the Americans with Disabilities Acl it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safely risl$ to the employee or otherc or which impose undue hardships on the CiDt.

Job descriptions are not intended as and do not create employment contracE. This is an at-will position. Employees can be terminated for any reason not prohibited by law.

June 2022
Juxe22,2022
Leetstanvt Uponre
Norr: "NEW" BEFoRE THE MEASURE rNDrcATEs THrs Brtt wAs ADDED srNcE THE MAy DtvtstoN TEGISTATIVE UPDATE. Att MEASURES HAVE BEEN UPDATED TO INDICATE MOST RECENT CAL CIIIES POSIIION AND BIL[ STATUS.

Environmentol Quolily
SB 1393 (Archuleto) Energy. Applionces. locol Requiremenls.

This meosure would require o city. including o chorter city, or county to opply to, ond receive opprovol from, the Colifornio Energy Commission before the city or county could require thot o fossilfuel-fired opplionce be reploced with on electric opplionce upon the olierotion or retrofit of o residentiol or nonresidentiol building, except when the requirement includes specified exemptions.

Col Citr'es Posifion: Removol of opposilion with 619/22 omendmenls removol of opposilion ln Assembly-ossigned lo policy commiffee
AB 1985 (R. Rivos) Orgonic Woste. List. Avoiloble Products.

This meosure would seek to help cities with their SB l3B3 (Loro, 2016) procurement requirements.

Specificolly, the meosure would require ColRecycle to compile ond mointoin o lisi on its website, orgonized by ZIP code, of informotion regording persons or entities thot produce ond hove orgonic woste products ovoiloble ond updote the list every 6 months.

Col Cifies Posifion: Co -Sponsor/Supporf
ln Senofe - ossigned policy commiffee
Budsel Ask SB 1383 Locol Assislonce Gronl Proqrom - Sl80 million . $lB0 million to help cities ond counties implement SB l3B3 (Loro, 2O16). . Supplements the $60 million ollocoted for this purpose in lost yeor's budget . Locol government coolition led by Col Cities.

Col Cifies Posifion: Co- Author lSupport
$180m included in budget b,rrs AB 154 o,nd SB t54
NEW SB 833 (Dodd) Communily Energy Resilience AcI ot 2022.

This meosure would require the Stote Energy Resources Conservotion ond Development Commission to develop ond implement o gront progrom for locol governments to develop community energy resilience plons thot help ochieve energy resilience objectives, stote cleon energy ond oir quolity gools.

Col Cifies Posifion: Supporf
ln Assembly - ossi,gned Io policy commiffee
NEW SB 867 (loird) Seo level Rise Adoptolion
This meosure would require o locol government lying in whole or in port within the coostolzone or within the jurisdiciion of the Son Froncisco Boy Conservotion ond Development Commission, to implement seo level rise plonning ond odoptotion through either submitting o locol coostol progrom to the Colifornio Coostol Commission or submitting o subregionol Son Froncisco Boy shoreline resiliency plon to the Son Froncisco Boy Conservotion ond bevelopmenl Commission, by Jonuory 1,2026. The billwould require those locol governments to provide o comprehensive updole to thot plonning ond odoptotion every lO yeors, ond technicol odjustments every 5 yeors.

Col Cifies Posifion: lefler of Concerns
ln Assembly - referred lo Appropriolions
Tronsoorlolion Communicolions ond public Works
AB 2120 (Word) Federql Funding in locol Bridges.

This meosure would ensure o foir ond needs-bosed ollocotion of bridge formulo funding from the federol lnfrostructure lnvestment ond Jobs Act (llJA).

Col Cilies Posifion: Supporf A SAMPLE leffers
Meosure sfolled rn Assembly - DEAD
SB 932 (Portonfino) Circulotion Element.

The meosure would require cities to odopt significont bicycle, pedestrion, ond troffic colming elements when they develop ond revise their generol plons.

Col Cifies Posifion: Oppose Unless Amended & S.AMpLE leflers ln Assembly - osslgned lo policy commiflee
AB 2953 (Solos) Recycled Moteriol.

This bill would require o locol ogency to use, to the extent feosible ond cost effective, recycled moteriols in sireets ond highwoys.

Col Cifies Posifion.'
ln Senofe - refened to Approprialions
NEW AB 2237 (Friedmon) Tronsportotion plonning: regionollronsporlolion improvement plon:
susloinoble communilies strotegies: olternolive plonning strotegy: stote troniportqlion funding.

This meosure would require thot those projects ond progroms included in eoch regionol tronsportotion improvement progrom olso be consistenl with the most recenly prepored sustoinoble communiiies strotegy of the regionol tronsportotion plonning ogency or county tronsportotion commission or the olternotive plonning strotegy, ond stote ond federol oir quolity stondords. The billwould prohibit funds collected from ony locol tronsportotion tox meosure possed on or ofter Jonuory 1,2023, from being spent until the tronsportotion projects or progroms to be funded by the iox meosure ore included in the most recently odopted sustoinoble communities strotegy of the opplicoble regionol tronsportotion plonning ogency or county tronsportotion commission or the olternotive plonning strotegy.

Col Cifies Posifion: Oppose
ln Senole - refered lo Rules
NEW AB 2438 (Friedmonl Tronsporlolion funding: olignment wiih slole plons ond greenhouse gos This meosure would require the ogencies thot odminister progroms, including the stote tronsport, Progrom, the Trode Corridor Enhoncement Progrom. ond the progrom within the Rood Mointen< to those progroms to ensure thot projects included olign with Colifornio Tronsportotion plon, the emissions reduction stondords.

Col Cilies Posifion: Oppose
ln Senole - ossigned lo policy commiffee
Communilv Services
AB 1789 (Bennett) Troils ond Greenwoys Progrom.

This meosure would include o one-time $75 million oppropriotion (Generol Fund) ond on onnuol $15 million oppropriotion for investments ihot would creote, expond, ond improve the noturol surfoce troils networks throughout the stote.

Col Cifies Posifion: Supporf & SAMPLE leffers
ln Senofe - ossigned to policy commiflee
AB 2346 (Gqbriel) Ouldoor Recreotion. Equitoble Access Gronl Progrom.

This meosure would estoblish the Equitoble Access Gronts Progrom to implement community occess projects.

Col Cifies Posifion: Supporf
Meosure sfolled in Assembly - DEAD
AB 2547 (Nozorion) - complete gul ond omend - now Public Sofety focused meqsure - onolysis pending
Disebilities Aet,
This meesure weuld require the Celifernie Deperiment ef Aging te effer eempetitivegrents te ieneing
hemelessness er et risk ef hemelessness,
@
SB 513 (Hertzberq) Homeless Shelters Gronts: Pets ond Veterinory Services.

This meosure would require the Deportment of Housing ond Communily Development to creote ond odminister o progrom to oword gronts to homeless shelters thot ollow pets. These gronls would enoble shelters to provide food, housing, ond veterinory services for pets thot ore owned by homeless individuols.

Col Cifies Posifion: Supporf
ln Assembly -referred to Appropriolions
NEW Behoviorol Heollh Legislolive Pockoge (Eggmon)
This pockoge includes B bills SB 929, 965,97O,1035, 1154,1227,1238, ond l4l6 to modernize Colifornio's behoviorol heolth continuum.

Col Cifies Posifion: Supporf - Sen Eoomon behoviorol heolfh pockooe ln Assembly-ossi,gned to policy commiffee
NEW AB 2281 (Lockev) Eorly Childhood Mentol Heolih Services Act This meosure contingent upon on oppropriotion in the Budget Act, would estoblish the Eorly Childhood Mentol Heolth Services Act, odministered in o similor monner by the commission. to oword gronts to eligible entities or portnerships to improve occess to, ond quolity of core, services, ond supports for, children from birth to 5 yeors of oge, inclusive, ond their porents, fomilies, ond coregivers, with emphosis on prevention ond eorly intervention ond d'isporities.

Col Cifies Posifion; Supporf
ln Senofe -refened lo Approprialions
Governonce Tronsporencv ond lobor Relotions
AB 1944 (Lee) Locol Governmenl. Open ond public Meetings.

This meosure would ollow members of o locol legislotive body, upon mojority vote, to ollow members to woive Brown Act requiremenis to publish their privote oddress ond moke their privote oddress open to members of the public. lf the city does this, they would be required to live streom the meeting ond ollow for video/oudio or oudio remote public porticipotion for members of the public to oddress the body.

Col Cifies Posifion: Supporl
ln Senofe - oulhor nof supoorlive of proposed Senofe omendmenfs. will nof odvonce bi,r, lhis veor- DEAD
AB 2647 (Levinel locol Governmenl. Open Meetings.

This meosure would clorify thot moterioldistributed io o mojority of o locol legislotive body less than72 hours before o meeting con be posted online to sotisfyihe requirements of the Brown Act.

Col Cifies Posifion:
ln Senofe - ossi,gned to policy commiflee
NEW AB 2449 (B Rubio) open meetings: locologencies: teleconferences.

This meosure would ollow members of o Brown Act body to teleconference without posting their locotion but would require there to be o quorum of in person members of the legisloiive body ot the singulor locotion cleorly identified on the ogendo. The meosure wos recenfly omended io require odditionol longuoge tronslotion requirements.

Col Cifies Posifion: reconsidenng posifion wilh new omendmenfs - likely oppose unless omended
ln Senofe - ossigned Io policy commiffee
Housinq Communilv ond Economic Devetopmenl
SB 897 (Wieckowskil Accessory Dwelling Units.

This meosure would moke numerous chonges to existing ADU low. Most notobly, SB BgZ would require locol governments lo ollow ADUs to be constructed with o height of up to 25 feet.

Col Cifies Posrlion.' Oppose
ln Assembly - ossigned to policy commdfee
AB 2097 (Friedmonl ond sB 1062 (portqntino) porking Requirements.

These lwo meosures would significontly restrict porking requirements within one holf-mile of public tronsit. Public tronsit is defined os 1 ) o high-quolity tronsit corridor with lS-minute heodwoys;2) mojor tronsit stop
-
ferry terminol, ropid tronsit stops, or the intersection of multiple mojor bus routes with lS-minute heodwoys. AB 2097 hos been omended to opply to 40 or fewer unit projects.

Col Cifies Posifion: Oppose, omendmenfs fo AB 2097 not likely to chonge Col Cilies posifion AB 2097 in Senofe - ossi,gned policy commiflee
SB 1067 in Assembly - ossrgned Io policy commiffee
AB 1945 (Aquior-Currv) Aflordoble Disoster Housing Revolving Development ond Acquisition Progrom.

This meosure would, upon oppropriotion by the Legisloture, estoblish the Affordoble Disoster Housing Revolving Development ond Acquisition Progrom. This progrom would expedite relief funding for the development or preservotion of offordoble housing in the stote's declored disoster oreos.

Community Development Finonciol lnstitutions (CDFls) would provide short-term loons-including loons io locol ogencies-with fovoroble terms ond conditions untilfederol ossistonce orrives.

Federol funds would then be used to repoy the short-term ossistonce.

Col Cifies Posifion: Supporf
Meosure sfolled in Assemblv - DEAD
AB 2234 (R. Rivos) Plonning. Housing. Post-enlillement Phose Permit.

This meosure would, no loter thon Jonuory \,2024, require o public ogency to ollow postentitlement phose permits to be opplied for, completed, ond stored through o publicly ovoiloble process on its website. Until the public ogency hos estoblished this process on its website, it sholl occept opplicotions for permits ond ony reloied documentotion by electronic moil.

Col Cifies Posifion: AB 2234 (Rivos'l oppose unless omended ln Senofe - ossigned lo policy cornmiftee
Budsel Ask: Creolion of lhe Housins ond Economic Developmenl Proqrom:
5500m
The eliminotion of redevelopment ogencies in 201 I stripped locol governments of the most powerful ond successful tool to revitolize urbon cores, help jumpstort the construciion of offordoble housing. ond support economic development octivities. The loss of this toololso hinders locol officiols' obility to help odvonce the sfote's bold climote policy objectives, including minimizing vehicle miles troveled ond reducing greenhouse gos emissions. This is why estoblishing the Housing ond Economic Development Progrom is cruciol to ochieving our housing supply ond climote oction gools.

Col Cifies Posifion: Supporl
Ihis requesf wos nof rncluded in eifher |he Governor's or Legislofive Budgef. Col Cifies conlinues efforfs Io odd lhisfunding in budgef troiler bills.

NEW AB 2011 (Wicksl Affordable Housing and High Road Jobs Actot 2O22 This meosure creotes the Affordoble Housing ond High Rood Jobs Act of 2022, which would moke certoin housing developments thot meet specified offordobility ond site criterio ond objective development siondords o use by righi within o zone where office, retoil, or porking ore o principolly permitied use, ond would subject these development projects to one of 2 streomlined, ministeriolreview processes. The billwould require o development proponent for o housing development project opproved pursuont to the streomlined, ministeriol review process to require, in controcts with construction controctors, thol certoin woge ond lobor stondords will be met, including thot oll construction workers sholl be poid of leost the generol prevoiling rote of woges, os specified. The billwould require o development proponentlo certify to the l6col government thot those stondords will be met in project construction.

Col Cifies Posifion: Oppose
ln Senofe - ossi,gned lo policy commiffee
NEW AB 2053 (Lee) The Sociot Housing Act
This meosure would enoct the Sociol Housing Act ond would creote the Colifornio Housing Authority, os on independent slote body, the mission of which would be to produce ond ocquire sociol housing developments for the purpose of eliminoting the gop between housing production ond regionol housing needs ossessment torgets.

Col Cifies Posifion: Oppose unless omended - leffer pendlng ln Senofe - ossi,gned lo policy commiffee
NEW AB 2295 (Blooml Locql Educotion Agencies: Housing Development projecls This meosure would declore thot notwithstonding ony low, o houiing development project sholl be deemed ollowoble use on ony reol property owned by o locoleducotion ogency ii ihe housing development sotisfies specific locol requirements.

Col Cilies Posifion: pending
ln Senofe - ossigned to policy commiffee
NEW SB 1336 (Wiener) Housing: higher educotion inslitulions ond religious instilutions - complele gul ond omend in Assembly This meosure would require thot o housing development project be o use by right upon the request of o quolified developer, who submits on opplicotion for streomlined opprovol, on ony lond owned in fee simple by on independent institution of higher educotion or religious institution on or before Jonuory 1,2023, if ihe development sotisfies specified criterio, including thot the development is not odjoined to ony site where more thon one-third of the squore footoge on ihe site is dedicoted to industriol use.

Col Cilies Posifion: pending
ln Assembly - ossigned to policy commdfee
NEW AB 2357 fiino) Surplus lond Act
This meosure would require the deportment to mointoin on its internet website o listing of oll entities, including housing sponsors. thot hove notified the deportment of their interest in surplus lond for the purpose of developing low- ond moderote-income housing.

Col Cifies Posifion: Oppose Unless Amended
ln Senofe - ossrgned lo policy commiffee
Public Sofelv
AB 2062 (Solos) locol Low Enforcemenl Hiring Gronis.

This meosure would, upon oppropriotion of funds for this purpose in the onnuol Budget Act ond until Jonuo ry I , 2029 , require the Boord of Stote ond Community Corrections to estoblish o gront progrom to provide $50 million in gronts to locol low enforcement ogencies to incentivize peoce officers to work in locol low enforcement ogencies thol ore in underserved communiiies ond to live in the communities thot they ore serving.

Col Cifies Posifion: Supporf
Meosure sfolled in Assembly - DEAD
AB 1740 (Murotsuchi) Cotolytic Converlers.

This meosure would odditionolly require o core recycler to mointoin o written record of the yeor, moke, ond model of the vehicle from which the cotolytic converter wos removed.

Col Cifies Posifion: Supporf
ln Senofe - referred lo Appropriotions
NEW SB 1087 (Gonzolez) Vehicles: Cotolytic Converlers.

This meosure would prohibit ony person from purchosing o used cotolytic converter from onybody other thon certoin specified sellers, including on outomobile dismontler, on outomotive repoir deoler, or on individuol possessing documentotion, os specified, thot they ore the lowful owner of the cotolytic converter. A violotion of this provision would be on infroction, punishoble by o fine. os specified.

Col Cifies Posifion: Supporf
ln Assembly - ossigned lo policy cornrnilfee
NEW AB 2407 (O'Donnell) Vehicle lompering: theft of Cotolytic Converter.

This meosure would require o core recycler io report the informotion collected to the chief of police or the sheriff ond to request to receive iheft olert notificotions regording the theft of cotolytic converters from o specified theft olert system. The billwould olso require o core recycler to obtoin the thumbprint of o seller of o cotolytic converter ond to preserve the thumbprint for o period of 2 yeors, except os specified.

Col Cifies Posifion: Supporf ond Somple
ln Senofe - ossigned Io policy commiffee
SB I186 (Wiener) Medicinol Connobis Potienls' Right of Access Act.

This meosure would prohibil regulotions thoi unreosonobly restrict, omong other things, the operoting hours or the number or frequency of soles of medicinol connobis businesses.

Col Cifies Posifion: Oppose
ln Assembly - ossigned to policy commiltee
NEW AB 1014 (McCortv) Connobis: retoil: delivery vehicles The Medicinol ond Adult-Use Connobis Regulotion ond Sofely Act (MAUCRSA)consolidotes the licensure ond regulotion of commerciol medicinolond odult-use connobis octivities. MAUCRSA estoblishes the Deportmenf of Connobis Controlfor the odministrotion ond enforcement of its provisions. MAUCRSA requires the trock ond iroce progrom to include on electronic seed to sole softwore trocking system with doto points for the different stoges of commerciol octivity, including cultivotion, horvest, processing, monufocturing, distribution. inveniory, ond sole. This bill would olso require the electronic seed to sole soflwore trocking system to include delivery. This meosure would ollow for on increose of up to $10,000 of product to be corried in delivery vehicle.

Col Cifies Posifion: Oppose
ln Senofe - ossigned io policy cornmiftee
NEW SB 1326 (Cobollero) Connobis Interslote Agreemenls
This meosure would moke on exception to lhe prohibition ond would outhorize the Governor to enier into on ogreement with onother stote or stotes outhorizing medicinol or odult-use commerciolconnobis octivity, or both, between entities licensed under the lows of the other stote or stotes ond entities operoting with o stote license pursuont to MAUCRSA, provided thot the commerciolconnobis octivities ore lowful ond subject to licensure under the lows of the other stote or sioies. The bill would prohibit on entily with o commerciol connobis license issued under the lows of onother stote from engoging in commerciol connobis octiviiy within the boundories of this stote without o stote license, or within o locoljurisdiction without o license, permit, or other outhorizotion issued by the locoljurisdiction.

Col Cilies Posifion: Supoort
ln Assembly - referred lo Appropriolions
NEW AB 662 (Rodriouez) Menlol Heollh: Stote Fire Morsholl: peer to peer suicide prevention troining
This meosure would require the Stote Fire Morshol to esioblish odditionol troining stondords thot include the criterio for curriculum development recommended by the StotewiJe Troining ond Educotion Advisory Committee involving peer-to-peer suicide prevention progromming.-fne Oitt would require lhe Stote Fire Morshol to controct with the Colifornio FirefighterJoint Apprenticeship Progrom to develop the curriculum content criterio. ffre Oittwould outhorize every poid firefighter ossigned to field duties in o stote or locol fire deportment or fire proteclion or firefighting ogency, os wellos every poid emergency medicolservices responder, to receive the peer-to-peer suicide prevention troining. os provided.

Col Cifies Posifion; Sponsor/Supoorf
ln Senofe - ossrgned lo policy commiflee
NEW sB 1000 (Becker) low Enforcement Agencies: Rodio communicotions This meosure would require o low enforcement ogency, including the Colifornio Highwoy potrol. municipol police deportments, county sheriff 's deportments, spe-ified locol low enforcement ogencies, ond specified university ond college police deportments, to, by no loter thon Jonuory 1 ,2024, ensure public occess to the rodio communicotions of thot ogency, os specified Col Cifies Posiffon: Oppose
ln Assembly - ossigned lo policy cornrniffee
Revenue ond Toxolion
SB 1449 (Cobollero) Annexolion lncentive Gront progrom.

This meosure would creote on Unincorporoted Areo Annexotion lncentive Gront progrom within the Stote Office of Plonning ond Reseorch. The motching gront progrom (l :l ) oims t6 support cities with the infrostructure needs within new or future onn-exeo oreos.

Col Cifies Posifion.' Supporf
ln Assembly-ossigned |o policy commiflee
Budqet Ask Repoyment of Unfunded Slote Mondoled Prosroms lo Cities ond Counlies: 5933.5
According to doto obtoined from the Stote Controller's Office, os of October 2021, the stote owes cities, counties, ond specioldistricts $933.5 million, including estimoted occrued interest, in mondoied costs incurred since 2004lhrough fiscol yeor 201?-20.

Col Cifies Posifion: Supporl
Ihis reguesf wos nof included in eifher lhe Governort or Legislolive Budgef. Col Cities confinues efrorfs ]o odd |his funding in budgel troiler bills.

NEW SB 843 (Glozer) Toxolion: renter's credil
This meosure for toxoble yeors beginning on or ofter Jonuory 1,2022, ond before Jonuory l, 2027, ond only when specified in o bill reloting to the Budget Act. would increose the credit omount for otquolified renter to $l.OO0 for spouses filing joint returns, heods of households, ond surviving spouses ond $500 for other individuols. os provided. ln the event the increosed credit omount is not specified in o bill reloting to the Budget Act, the existing credit omounts of $120 ond $60. os described obove, respectively, would be the credit omounts for thot toxoble yeor Col Cifies Posifion: Supporf
ln Assembly - ossigned |o policy commiffee
NEW AB l95l (Grovson) Monufocturing Exemplions
This bill would, on ond ofter Jonuory 1 , 2023, ond before Jonuory 1 ,2028, moke this o full exemption for purchoses not exceeding $200,000,000. The billwould repeolthese provisions on Jonuory 1,2028 ond would revert to portiol exemption on thot dote.

Col Cilies Posifion: Oppose
ln Senofe - ossigned to policy commiffee
NEW AB 2622 (Mullin) Soles ond use loxes: exemplions: Colifornio Hybrid ond ZeroEmission lruck ond Bus Voucher Incentive Projecl: tronsit buses.

The Soles ond Use Tox Low provides vorious exemptions from those toxes, including, until Jonuory 1,2024, on exemption from those toxes with respect to the sole in this stote of, ond the storoge, use. or other consumption in this stote of, specified zero-emission technology tronsit buses sold to specified public ogencies thot ore eligible for specified incentives from the Stote Air Resources Boord. This bill would extend the exemption for specified zero-emission technology tronsit buses until JonuorV 1,2026.

Col Cifi,es Posifion: Supporf
ln Senofe - ossi,gned to policy commiffee

CARPINTERIA LIBRARY BOARD OF TRUSTEES
5775 Carpinteria Avenue
Carpinteria, CA 93013

SPECIAL MEETING AGENDA
MONDAY, JUNE 27, 2022
5:30 P.M.

1. Call to order and roll call.

2. Confirmation of legal noticing and procedural requirements of meeting.

3. Public Comment – This is the time for public comments on matters not otherwise on the agenda but within the subject matter of the Carpinteria Library Board of Trustees.

4. Adoption, by minute order, of existing core policies for use by the Carpinteria Community Library, until which time the Library Advisory Commission (LAC) can review and recommend new policies for adoption.

Recommendation: Adoption, by minute order, existing core policies for use by the Carpinteria Community Library until which time the Library Advisory Commission can review and recommend new policies for adoption.

5. Adjournment.

The Carpinteria Library Board of Trustees agenda and any associated staff reports will be available on Thursday, June 23, 2022 on the City’s Website:
https://carpinteria.ca.us/city-hall/agendas-meetings/. The Carpinteria Library Board of Trustees agenda and staff reports are part of the City Council agenda for its regular meeting of June 27, 2022. Please see “TEMPORARY ADJOURNMENT FOR THE

PURPOSE OF HOLDING THE MONTHLY MEETING OF THE CARPINTERIA LIBRARY BOARD OF TRUSTEES.” Details and procedures on how to provide public comment and participate in the meeting through telephonic means are available on the posted City Council agenda at https://carpinteria.ca.us/city-hall/agendas-meetings/.

In compliance with the Americans with Disabilities Act, if you need assistance to participate in this meeting, please contact Brian Barrett, City Clerk at [email protected] or (805) 755-4446. Notification two business days prior to the meeting will enable the City to make reasonable arrangements for accessibility to this meeting.

City of Carpinteria
Cour.rcn- Aceruoe Srerr Reponr
June 27,2022

ITEM FOR COUNCIL CONSIDERATION
Adoption, by minute order, of existing core policies for use by the Carpinteria Community Library, untilwhich time the Library Advisory Commission (LAC) can review and recommend new policies for adoption.

STAFF RECOMMENDATION
Adoption, by minute order, of existing core policies for use by the Carpinteria Community Library untilwhich time the Library Advisory Commission can review and recommend new policies for adoption.

Sample Motion
I move to adopt, by minute order, existing core policies for use by the Carpinteria Community Library until which time the Library Advisory Commission can review and recommend new policies for adoption.

BACKGROUND
Public libraries have policies in place to guide actions, behaviors, and functionality of the public space, as well as protect patrons, staff, and the City. Policies typically cover expectations of patron conduct, collection development, what the library will do with donated materials, rules governing the use of the lnternet, and other matters.

Carpinteria Library has been operating under these attached policies (Attachment A) Some minor edits were made to remove particular statements and language that no longer apply. These policies have been in use for several years at the Carpinteria Library, through management by Santa Barbara Public Library. Once the Carpinteria Community Library Advisory Commission can review the various policies and make recommendations specific to the Carpinteria Community Library, as is part of their Carpinteria Community Library policies
June 27,2022
duties and responsibilities (Attachment B), it is likely new policies will be put fonruard for consideration by the Library Board of Trustees.

DtscusstoN
As stated in the Ordinance 756 (attachment B) establishing a Library Advisory Commission, part of the responsibilities of that body will be to advise on library policies.

Waiting until this body of advisors has formed and had a chance to review other libraries' policies and be able to use their own experience of libraries and/or Carpinteria to inform their decisions seems prudent.

However, it is of value to have policies in place. Library policies protect the patrons, staff, and facility. The proposed adoption of existing policies will serve as placeholders until new policies are established.

POLICY CONSISTENCY
Creating and using Library policies can be found consistent with City policies including the City's Sustainable Community policy, adopted via Resolution No. 5500, which states, in part, the City, Council, Boards, Commissions, and staff are dedicated to a culture and actions committed to a high standard of community, environment, and economy through its applicable policy and regulations, as well as the General Plan policy PF-Sa, which states the City will strive to maintain adequate library service for the comm un ity of Carpinteria.

FI NANCIAL CONSI DERATIONS
No financial considerations at this time, due to implementing existing policies.

LEGAL AND RISK MANAGEMENT CONSIDERATIONS
Having clear policies in place is a risk management tool.

OPTIONS
A. Adopt the current Library policies until such time as new policies are put forward for review.

B. Adopt one or more of the Library policies, and direct staff to put forward alternative policies in future.

C. Do not adopt the current Library policies and direct staff to bring new policies for review and adoption in future.

L:\Staff Reports\Current Librarv Policies June 2022.docx Carpinteria Community Library policies
June 27,2022

PRINCIPAL PARTIES EXPECTED AT MEETING
No principal parties are expected at the meeting

ATTACHMENTS
A. Library policies
B. Ordinance 756
Staff contact: Jody Thomas, City Librarian
(805) 7 55-4441, iodyt@carpi nteria
Reviewed by: Michael Ramirez, Assistant City Manager
(80 5) 7 55 -4450, M ich ae I R@ ci. ca rp_i nteri a. ca. u s Reviewed by: Dave Durflinger, City Manager
(805) 7 55-4400, [email protected]. us
G:\
hrF;r*
Signature
L:\Staff Reports\Current Librarv Policies June 2022.docx

ATTACHMENT A

Lib rary Policies
. Author Donation Policy
o Collection Development Policy
o Donation of Money and Materials Policy
. Homebound Services Policy
. Submitting Your Book to the CCL Local Authors' Collection r lnternet Use & Safety Policy
. Laptop Lending Policy
o Meeting Room Policy
. Patron Privacy Policy
. Public WiFi Terms of Use
. Request for Reconsideration of Library Material
. Rules of Conduct

AUTHOR DONATION POLICY
The Carpinteria Community Library appreciates the willingness of authors to contribute their items to our collection. All donations are irrevocable and are accepted with the understanding that the items become the property of the Library.

No conditions may be imposed on the Library in its acceptance of any gift or donation. ltems will not be held or returned to individuals.

The Carpinteria Community Library generally does not add books to the collection that have been self-published. Donations must be professionally printed and bound (no spiral or comb bindings). The Library does not accept electronic titles. Books with pages designed to be filled in by the reader or torn out are not appropriate for the library collection. The Library makes the final decision on the use or other disposition of the gift material.

Examples of materials that may not be added to the collection include those that are:
. Outdated
. ln poor physical condition
. Lack any reviews or are poorly reviewed
in professional reviewing sources
. Duplicates of items which the Library
already owns in sufficient quantity
. Subject matter which the Library already
owns in sufficient quantity
Gift materials will be added only if they fallwithin the guidelines of the Library's Collection Development Policy. The Library applies the same standards to gift materials as it does when selecting materials for purchase. The Library shall determine how to best utilize any item in accordance with the Library's standards and practices.

Gift materials may be utilized for a library location otherthan the location where the donation was received Materials that are accepted and added to the collection will be subject to the same standards as any other library material and may be reconsidered, weeded, and withdrawn in the course of time. Titles that are discarded, lost, or withdrawn are not automatically replaced or reordered.

The Library is under no obligation to promote individual books, authors, nor provide authors with a programming platform.

Due to the large volume of book donations received, the Library cannot acknowledge, track, or return unsolicited items received from publishers or individuals.

COLLECTION DEVELOPM ENT POLICY
Contents
l. Purpose of the Collection Development Policy
ll. Selection Philosophy
lll. Selection Responsibility
lV. Donations
V. Scope of the Library
Vl. General Criteria
a. Content Criteria
b. New Format Criteria
Vll. Specific Selection Criteria
a. Adult Collection
. Fiction
. Nonfiction
b. Book Club in a Bag Kits
c. Children's Collection
d. DVDs and Blu-Rays
e. Electronic Databases
f. eLibrary Collection
g. Government Documents
h. Graphic Novels and Manga
i. Large Type
j. Library of Things
k. Local Author
L Local History
m. Periodical Collection
n. Reference Collection
o. Spanish Language Materials
p. World Language Materials
q. Young Adult Collection
Vll L Collection Maintenance
a. Discarding Library Materials
b. Replacements
lX. Reconsideration of Materials
X. Policy Review and Revision Statement
The Carpinteria Community Library is dedicated to supporting education for all ages through classes and events, building a community of readers, empowering individuals with free access to information, and connecting people to community resources. The Library's collection is a critical component in serving this mission. The Library provides access to information and collections in order to support the free expression of ideas, an informed public, and participation in government and civilsociety in support of the public good. l. Purpose of the Collection Development Policy
The collection development policy is intended to provide guidance, within budgetary and space limitations, for the selection and evaluation of materials which anticipate and meet the needs of the community the Carpinteria Community Library serves. lt directly relates the collection to the Library's mission statement, and defines the scope and standards of the various collections.

As the community changes, the Library will need to reassess and adapt its collections to reflect new and differing areas of interest and concern. The collection development policy will be periodically evaluated and revised as necessary to provide guidance for implementing changes in the collection. ll. Selection Philosophy
The Library upholds the right of the individual to secure information, even though the content maybe controversial, unorthodox, or unacceptable to others. Materials available in the Library present a diversity of viewpoints, enabling citizens to make informed choices. Full and confidential access to information is essential in order for patrons to exercise their constitutional rights.

The Library does not stand in loco parentis. Parents and legal guardians, not the Library, have the responsibility to guide and direct the reading, listening, viewing, and lnternet browsing choices of their minor children.

The Library collection will be organized, marked and maintained in an effort to make it easy for patrons to find the materials they are looking for. Materials will not be restricted, sequestered, altered or labeled by the Library because of controversy about the author or the subject matter. ll l. Selection Responsibility
Though the overall responsibility for the collection rests with the Library's management staff, the responsibility for selecting and retaining materials is delegated to qualified and knowledgeable staff who employ the criteria outlined in this policy. The final responsibility for materials selection and retention resides with the Library Director.
lV. Donations
The Carpinteria Community Library accepts donations for the Library's collection that fall within needed subject categories, as determined by the Library Director and the staff. Donated additions must meet the same selection criteria as purchased materials and are subject to the Carpinteria Community Library Donation of Money and Materials Policy.

V. Scope of the Library
The Carpinteria Community Library serves the community as a whole. As a Community Library, the Library places major emphasis on access to information. A broad choice of circulating print and non-print materials is selected to accommodate the diversity of tastes, reading levels, languages, and interests of users of all ages.

The Carpinteria Community Library provides a strong collection of materials relating to the City of Carpinteria and County ofSanta Barbara.

Vl. General Criteria
o Suitability of format or physical form for Library use and as user demand dictates, based on universal criteria established in this policy
o Cost relative to the value the item contributes to the collection o Space required relative to the value the item contributes to the collection o The extent to which the item supplements, expands on, or supports the existing collection, rather than duplicates it
o Relevance to observed and anticipated community needs and desires o Reputation and qualifications of the author, creator, or publisher of the work as established through evaluation in professionaljournals, orthrough expert or local sources o Local significance of the subject, author, or creator of the work o Exceptions to the above criteria may be made if an item is of significant community interest, demonstrated by being a bestselling item for a sustained period of time and being requested by multiple members of the local community, as long as the content does not incite hatred or violence against a group of people, at the discretion of the Library Director. a. Content Criteria
o Comprehensiveness of treatment, including breadth and depth r Skill and purpose of author or creator
r Consideration of the work as a whole, rather than a specific passage or passages r Evaluation of the currency and accuracy of the information contained, to the extent that is possible
o Representation of diverse points of view
r Representation of important movements, subjects, genres, or trends of local, regional, national, or global significance
. Long-term or historical significance or interest
o Relevance of the information to immediate local requirements b. New Format Criteria
The Library must continually assess new formats and evaluate the capabilities and enhancements that they offer over existing formats. When deciding whether to replace or augment existing formats, the following factors are considered:
r Ease of use ofthe product
o User demand
o Equipment requirements
o Enhancement over the current format equivalent (if any) in terms of speed, flexibility, utility, accessibility or availability
r Anticipated improvements in information storage and retrieval o Continued access to retrospective information when necessary or desirable o Staff and space requirements
Vll. Specific Selection Criteria
a. Adult Collection
. Fiction
The Library's collection includes a wide variety of contemporary works of fiction representing all genres, international works of fiction, classics, and important novels of the past. The Library makes every effort to acquire fiction which is representative of the cultural and ethnic community that it serves and to satisfy the diversity of interests and recreational needs of its users. . Nonfiction
The Library's nonfiction collection includes a variety of materials which provide a core of basic knowledge. The collection seeks to find a balance between the educational needs and recreational interests of the community, and the Library makes an effort to maintain a diverse collection of books that represents the variety of cultural backgrounds, identities, and interests of the community it serves.
b. Book Club in a Bag Kits
Book Club in a Bag kits are created to offer easy access to popular titles for local book clubs.

Titles are selected primarily by popularity, prioritizing fiction and paperback titles. Additional titles may be added as part of collaborations with partner organizations. c. Children'sCollection
The primary goal of the children's collection is to meet children's learning and literacy needs by providing materials that support recreational, informational, and educational reading. The Library provides materials in a variety of formats and genres to engage children from infancy through the preteen years. Offering a broad, representative, and diverse collection is crucial to meeting the needs of young readers and their families. Materials are selected based on several criteria, including quality of literature, award winning titles, appeal for young readers and their families, representation of diverse cultures, and relevance to specific community interests. o Early Literacy Kits serve this goal by combining children's literature with an interactive activity to enrich learning for young children.
o Leveled Reader Kits serve this goal by grouping children's books at the same reading level with an interactive activity to provide targeted reading practice to emerging readers and are designed to be used in conjunction with local schools'curriculum. d. DVDs and Blu-Rays
The Library collects DVDs and Blu-Rays to meet the educational and recreational needs of adults and children Titles are collected under the same general guidelines as other collection materials. e. Electronic Databases
Online computerized databases extend the collection by providing timely and versatile access to information in electronic formats. Many of the databases contain specialized information beyond the scope of the Library's print collections; others have information that does not exist in print format. Databases are selected on the basis of cost relative to value, and to provide information not available through free sources on the internet. f. eLibrary Collection
The Children's Collection Library provides access to downloadable print and audio materials that include fiction and nonfiction titles for all ages that follow the general guidelines and content criteria for print materials.
g. Government Documents
The Library is a selective depository for the State of California and collects federal, state, and local government publications related to the communities served in order to make information published by the government accessible to citizens. These materials are provided to the Library and are not actively selected by Library staff.
h. Graphic Novels and Manga
The Library develops a graphic novel collection of core and popular titles that serve the informational and recreational interests of children, teens, and adults. The Library strives to choose graphic novels that serve a wide age range of audiences and that cover a wide range of interests and ideas. Children's graphic novels are shelved in the Children's section, while graphic novels for adults and teens are interfiled in the general Graphic Novels section. lt is the responsibility of parents or legal guardians to determine which materials are appropriate for their children. i. Large Type
The large type book collection meets the needs of visually impaired patrons. The focus of the collection is popular fiction, along with high interest nonfiction such as biographies and health-related materials.
j. Library of Things
The Library of Things consists of durable, reusable goods for completing tasks, learning skills, or creative making. ltems are selected for the collection based on community interest, cost relative to value, and the Library's ability to maintain, store, and lend them. ltems may fall in these broad categories: home improvement and assistive devices, audiovisual equipment, technology devices, educational manipulatives, and toys that support developmental growth in young children, musical instruments, scientific instruments, or crafting tools. Use of individual items may require a liability waiver or be restricted to adult use. k. Local Author
The Library offers writers local to, or writing about, Carpinteria an opportunity to share their work with the community by donating it to the Library under the following conditions:
r Authors must be Carpinteria residents, or the book must take place in Carpinteria, or otherwise demonstrate a strong local interest, and be appropriate for a popular collection o Books for the Local Authors collection will be accepted as donations from the author or publisher; however, at the discretion of the collection development librarian, a book may be considered for purchase if published reviews in standard sources are available or there is strong evidence of appropriateness
o Donated materials may be removed from the collection if they do not circulate regularly in accordance with the Collection Maintenance Plan
r Materials that are donated become the property of the Carpinteria Community Library and as such cannot be returned to the donor. Some Locals Author titles are interfiled with their respective collections, but most are shelved in the LocalAuthor Collection.
l. Local History
The Library actively collects works relating to the local history of Carpinteria. Effort is made to preserve access to these titles over time by collecting non-circulating copies in addition to any copies added to the circulating collection.
m. Periodical Collection
The Library's newspaper and magazine collection consists of a diversity of publications in fields which are of interest to patrons, providing current and retrospective information aimed at meeting the research and recreational reading needs of the community. Journals which are highly technical or scholarly are generally not included in the collection.
n. Reference Collection
The Library maintains a small reference collection which is used to serve the informational needs of Library users. These items do not circulate and are interfiled in the nonfiction section. This collection compliments the Library's robust database collection.
o. Spanish Language Materials
The Library curates and maintains a growing collection of Spanish language materials for all ages to serve the large population of native Spanish speakers in Carpinteria. The collection strives to include a wide variety of fiction and nonfiction which follow the guidelines for the English language collection. This collection includes works in translation, but prioritizes works originating in Spanish. p. World Language Materials
The Library maintains a collection of world language materials aimed at meetingthe recreationaland informational needs of patrons who read in languages other than English or Spanish.

Resources include a variety of formats, in languages used by individuals in the community as reported through Census tracking and by patron requests. Selection of materials is limited by availability from the Library's contracted vendors.
q. Young Adult Collection
The young adult collection serves the needs of Library patrons in junior high and high school (approximately ages 12 - 18). Materials are selected based on several criteria, including quality of literature, award winning titles, appeal for teen readers, representation of diverse cultures, and relevance to specific community interests. Fiction is emphasized with a selection of topical nonfiction.

The type of materials selected differs significantly from the children's collection because of the social, emotional, and intellectual maturity required to read them. lt is the responsibility of parents or legal guardians to determine which materials are appropriate for their children.

Vll l. Collection Maintenance
Library staff maintain a working procedural manualthat serves as a guide to how much space and budget should be devoted to a particular collection in relation to its overall use, the breadth and depth of collection focus, local interests, and general guidelines to follow when deaccessioning Library materials of different formats and collections.

Maintenance of the Library's collection through constant reevaluation by the Library staff ensures its usefulness and relevance to the community. This evaluation depends on the staff's professional expertise in assessing the needs of the community and the content of the collection. Those materials determined to no longer be of value are withdrawn from the collection.
a. Discarding Library Materials
:l
I
Library materials are discarded for one or more of the following reasons:
o Obsolescence: subject matter is no longer timely, accurate, or relevant o Damage or poor condition
r Space limitations
o lnsufficient use
b. Replacements
Replacement of materials withdrawn is not automatic. The decision to replace is influenced by:
o Availability of copies in the system
e Popular interest
r Adequacy of coverage in the subject area
o Significance in subject area
o Cost and availability
lX. Reconsideration of Materials
Persons from the Carpinteria Community Library wishing to recommend the removal of a particular item in the Library collection may submit a Request for Reconsideration of Library Materials form, which will be reviewed by the Library Director and the staff in relation to the Library's mission statement and the selection criteria of this collection development policy. After evaluating journal reviews and other materials submitted bythe patron and the staff, a response will be made bythe City Librarian within 30 days of receiving the formal request.

X. Policy Review and Revision Statement
This collection development policy will periodically be evaluated and revised as times and ci rcu msta nces require.

DONATION OF MONEY AND MATERIALS
A gift to the Carpinteria Community Library is a unique way and enduring way to pay tribute to friends and family, while giving a resource to the community. Gifts help to enhance materials and services the Library can offer.
l. CASH GIFTS: Cash gifts generally fall into three (3) categories. o For Materials for the Collection: A gift of cash made specifically for the purpose of buying books and other library materials (e.g., CDs, DVDs, periodicals, etc.) for the collection. Donors may designate the gift for a specific library, or they may designate the gift for general use. Donors may also specify whether they would like adult, teen, or children's materials purchased.
o Specific Program Support: This is a gift of cash for specific program support. Donors may designate the gift for a specific library, or they may designate the gift for a specific program purpose (e.g., Summer Reading Program). Donors must specify how they want the funds used. o General Support: This is a gift of cash for general operational support. Donors may designate the gift for a specific library, or system-wide support. The Library Director or designee will determine the best uses of these funds. Donors do not specify how funds will be used.

Recognition and restriction of funds
r Donors of 55000 or more may request that bookplates acknowledging their gifts be affixed to books whose purchase was made possible by their gifts.
o Gifts of over 51,000 that restrict the Library's use of funds are to be accompanied by a letter to the City Librarian requesting the acceptance of funds for restricted use and must be authorized by the City Librarian prior to deposit or expenditure. o While the Library welcomes gifts designating funds for one or more areas in the collection, designating funds for specific titles may not be accommodated. o All gifts of money over 5100 will be acknowledged.
ll. NON-CASH GIFTS: All donations are accepted with the understanding that the items become the sole property of the Library, and the Library has the right to determine the disposition of gift items. o All donations are irrevocable. The Library shall determine how to best utilize any item in accordance with the Library's standards and practices. No conditions may be imposed on the Library in its acceptance of any gift or donation.
o Due to the large volume of book donations received, the Library cannot acknowledge, track or return unsolicited items received from publishers or individuals. o Gift materials will be added only if they fall within the guidelines of the Library's Collection Development Policy. The Library applies the same standards of selecting gift materials to be added to its collections as it does when selecting materials for purchase.

The Carpinteria Community Library System welcomes the following materials donations:
o Popular demand including Best Seller hardcover & paperback books in "like new" condition
o DVDs & Blu-ray Discs
o Books on CD released in the last 5 years
o Music CDs released in the last 5 years
o The following materials are not accepted:
o Encyclopedias
o Magazines
o LPs, VHS, or audio cassette tapes
o Textbooks
o Software
o ltems that are damaged, outdated, lack professional review, are incomplete or in poor condition. e Donations may be accepted at all locations. For larger donations of 2 bags or more please contact your local branch in advance as they may not be able to accept them at the time.

All donations are reviewed by Library staff and volunteers. ltems not added to the Library's collection may be sold. Proceeds from the sale of donations benefit the Library. o The Library cannot accept magazine subscriptions purchased by the donor. r Prior to accepting a large collection of materials, the donor shall provide the Library with sufficient information about the collection so that the Library may identify resources required for cataloging, processing, preservation and archiving of the materials. The Library shall consider these details for the existing collection as well as the details for its continuation, such as selection and addition of materials and continued funding. ln many cases a Deed of Gift and/or a formal written donation agreement may be signed before the library accepts a large collection.

The Library is not legally permitted to appraise the value of a non-cash gift. Donors who wish to have an evaluation of their gifts for tax purposes are referred to the IRS Publication 561, Determining the Value of Donated Property, and Publication 526, Charitable Contributions.

Please think of the Carpinteria Community Library the next time you need make a special gift or remembrance. Your generosity will be a lasting source of enrichment for all library patrons.

Donations of money may be sent to
Carpinteria Community Library
Attention : Library Director
5141 Carpinteria Avenue
Carpinteria, CA 9301-3

HOM EBOU N D SERVICE POLICY
Patron Eligibility
Homebound service will be provided to residents of Carpinteria Community Library service area who are not able to visit the library. "Homebound" is defined as being generally confined to the residence either temporarily, due to illness or accident, or permanently, due to age, disability or other mobility problems.

Library card registration/use
ln order to convert an existing patron account to Homebound status or to apply for a new account with Homebound status, a patron must complete a Homebound application.

Account must remain in good standing in order to continue to check out materials.

Materials checked out with a library card with a Homebound status will have a checkout period of six weeks. Standard renewal periods will apply.

Homebound patrons may also designate a person who is able to pick up, check out, or obtain information on their library card account by completing a designated user form.

Homebound Services
Homebound patrons may place requests for materials using the Library's online catalog or by calling the Library. Materials will be delivered to patrons' address of record via USPS media mail.

Homebound patrons are limited to two deliveries per month and no more than ten items total per month.

Homebound patrons are responsible for return of materials.

Fines/Fees
Homebound delivery service is free to patrons. Patrons are responsible for damaged or lost items. The library's standard fee schedule will apply for damaged or lost items.

Materials Available for Homebound Delivery
Books, audiobooks, music CDs, and DVDs are available for Homebound Delivery J
I
Submitting Your Book to Carpinteria Community Library's Loca I Authors' Col lection
The Carpinteria Community Library offers a small display area for local authors who want their work available to library patrons. This collection is designed to give new and emerging writers, especially those whose books are not yet widely reviewed or stocked by libraries and bookstores, an opportunity to be read by other members of their community.

Please note the following guidelines for the Local Authors Collection:

Due to the volume of self-published and print-on-demand titles available, the library does not purchase these books. However, copies donated by the author or publisher are considered for the Local Authors collection at the Library's discretion.

Authors must be current Carpinteria residents, or the book must take place in Carpinteria, or otherwise demonstrate a strong local interest.

Books chosen will be cataloged and shelved for one year. At the end of this time, they may be rotated out of the collection to make room for newer selections.

All books submitted for this collection become the property of Carpinteria Community Library, and as such cannot be returned to the donor.

I acknowledge that I've read and understood the above guidelines OYes ONo
Thank you for your interest in making your book available through the Library Sign Here
First Name Last Name
Email
O Draw O rype
Clear Signature
I agree to electronically sign and to create a legally binding contract between the other party and myself, or the entity I am authorized to represent.
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INTERNET USE & SAFEW POLICY
Disclaimer
lnternet access provided by Carpinteria Community Library is a free service to an open network provided for your convenience and its use is at your own risk. lt is available to the general public, and is NOT INHERENTLY SECURE. CCL cannot and does not guarantee the privacy of your data and communication while using the service. (see Public Wi-FiTerms of Use Policy, paragraph 1) This Service provides access to the lnternet on an "as is" basis with all risks inherent in such access. The providers of the Service make no warranty that the Service or that any information, software, or other material accessible on the Service is free of viruses, worms, trojan horses or other harmful components. By connecting, the user acknowledges and accepts the risks associated with public access to the lnternet and public use of an unsecured wireless network. (see Public Wi-FiTerms of Use Policy, paragraph 4)
Patron Internet Use Agreement
Carpinteria Community Library is committed to user privacy, and will keep all such information that it purposefully or inadvertently collects or maintains confidential to the fullest extent permitted by the law.

Protecting library user privacy and keeping confidential information that identifies individuals or associates individuals with their use of library books, materials, equipment, programs, facilities and/or staff assistance is an integral principle of public libraries. (see Patron Privacy Policy, top section) Unacceptable use of a CCl-provided computer workstation by any patron may result in the suspension or revocation of using CCL's internet services. CCL reserves the right to regulate both the use of the lnternet workstations and the material accessed by users. All users must agree to comply with CCL's Rules of Conduct Policy. This also includes refraining from viewing any illegal, offensive, or harmful content, including but not limited to websites that contain pornography, within any area designated for children or teens. Unacceptable use also includes hacking and other unlawful activities.

Filtered Access
ln compliance with the Children's lnternet Protection Act (CIPA), all library computers accessible to the public in both children's and adult areas, including devices connecting to the internet via Wi-Fi, are filtered for websites containing pictures that are (a) obscene; (b) child pornography; or (c) harmfulto minors (for computers that are accessed by minors). Please note no filtering product is 100% effective. lf unable to access a site, an adult patron may request staffto unblock access to that site if it is for bona fide research or other lawful purpose. They may do so anonymously via a web form or email message, or in-person. CCL reserves the right to grant or deny such requests.
lnternet Access by Minors
The lnternet offers nearly unlimited resources for education and personal interests but it also contains material that some parents may feel is unsuitable for minors. While CCL's computers are filtered, it is CCL's policy that parents or legal guardians for minors must assume sole responsibility for restricting or monitoring use of CCL's provided computer workstations for their own children. CCL encourages parents, legal guardians, and children to discuss appropriate use of the internet including evaluating online content.

LAPTOP LENDING POLICY
The Carpinteria Community Library has laptops available for use inside the Library and for external checkout outside the Library for users of all ages. lt is not required, but recommended that laptop borrowers under the age of 18 be supervised by a parent or guardian. Laptops for external checkout must be placed on hold and can then be checked out for use outside the library for a Tday loan period.

Availability of both are on a first come, first service basis. Use of the laptops indicates agreement to the terms of the Laptop Lending Policy.

Eligibility
The borrower must have a valid full membership Library card in good standing. To check out a laptop, the borrower must present their Library card or a valid photo lD to library staff.

Guidelines

1. Borrowers may check out only one laptop at a time.

2. Laptops can be checked out for 7 days for external checkout or a maximum of 2 hours for inside the Library use. Those times may be extended if no other patrons are waiting to use a laptop.

3. Laptop lending for use inside the Library will end t hour before the Library closes. All laptops must be returned no later than 30 minutes before closing.

4. Laptops must be returned to a library staff member in person. Do not return the laptop to a book drop, self-return machine, or leave them on tables or counter tops or on tables outside the library for return. Borrowers should be prepared for a brief wait while staffverifies that all items have been returned in working condition.

5. A patron's privilege to check out a laptop may be suspended if the patron fails to return loaned equipment on time. Laptops not returned by the Library's closing time (for use inside the Library) or to the Library within two days of their due date if checked out externally will be considered lost. Under no circumstances should a borrower leave a laptop unattended when checked out. The Library is not responsible for a lost or stolen laptop once in the borrower's possession.

Equipment
Each laptop is equipped with built-in WiFi. Some may be checked out with Hotspots depending on availability Use of laptops does not require an access code. No additional software may be installed or downloaded to a laptop.

Usage
The borrower is responsible for verifying the current physical condition of the laptop and that it is in working order when it is checked out. Please report damage, non-working laptops, and laptops with any objectionable material downloaded on them immediately.

The borrower must never leave a laptop unattended when using inside the Library. lf an unattended laptop is retrieved by a staff member, the patron's laptop-borrowing privileges will be suspended.

The laptops may not be used to engage in illegal activities or to disturb other patrons. Failure to comply may result in loss of library privileges.

Do not duplicate, remove, or install any software from/on a laptop. Using a laptop to tamper with Library equipment or attempting to access or modify the operating system or any other software or programming, including bypassing security functions, is prohibited.

Lost and/or Damaged Fees
Should the laptop be damaged, lost, or stolen during the period it is checked out, the borrower assumes full responsibility for all costs associated with the laptop or its associated equipment.

Current replacement/damage charges include:

Laptop Sooo
The lost and/or damaged fees noted are only an estimate. The Library reserves the right to adjust charges according to the damaged equipment make and model.

Disclaimer
The Library is not responsible for damage to any removable drive (e.g. USB drive or CD) or loss of data that may occur due to malfunctioning hardware or software. Users wishing to save files they have created must save them externally. All created files will be wiped clean after a session ends.

The Library is not responsible for any computer viruses that may be transferred to or from user storage devices. Laptops use anti-virus software and/or mobile device management, but that cannot guarantee protection against all viruses. The Library does not assume responsibility for lost or corrupted files for any reason, such as hardware failure or network interruptions. The Library assumes no responsibility for any damage to Library users' personal devices, software, files, personal cloud-based accounts, and/or equipment

RULES FOR USE OF THE MEETING ROOMS
Meeting rooms are available to local non-commercial organizations and individuals located within the service area of the Carpinteria Community Library. The Carpinteria Community Library and the City of Carpinteria have no affiliation with any organization paying for use of the meeting rooms or gallery spaces at any library facility.

Purpose:

The purpose of the library meeting rooms is to support the services, activities, and function of the Carpinteria Community Library. The Carpinteria Community Library provides public access to meeting rooms to encourage library use and to facilitate the library's role as a center of community activity.

General Rules for Use of Meeting Rooms:

Publicitv & flvers:

L. Publicity notices promoting a meeting or event being sponsored by an outside group or organization must include the following disclaimer: "The Carpinteria Community Library does not advocate or endorse the viewpoints of the meetings or meeting room users".

2. Publicity notices/public fliers promoting a meeting must be shown to the library director or his or her designee for approval prior to distribution to ensure disclaimer is present.

3. Applicant wishing to put up displays or decorations must first obtain permission to do so. ltems shall not be taped or tacked to painted walls.

4. Only library programs and library co-sponsored programs will be advertised on Library calendar.

5. Flyers or notices relating to the meeting may only be posted on the Library community board. Posting of flyers or literature of any kind - on library doors, walls, posts, windows or grounds is not allowed at any time.

Access to space:

1. Applicant must be in attendanceforthe entiretimethe reservation is in effect.

2. For groups composed primarily of minors, applicant agrees to have one adult in attendance in a supervisory capacity for every five (5) minors.

3. The use of chairs, tables and/or lectern may be reserved, subjectto availability, on the Application for Use of Meeting Room. No equipment or furnishings (tables, chairs, etc.) shall be removed from the premises of the meeting room. The sponsoring organization will be responsible for setting up chairs and other equipment, for restacking chairs at the close of the meeting, and for leaving the room a s they found it.

4. Library open hours are accessible online at CarpinteriaLibrary.org. With prior arrangement, meeting rooms may be used during non-open hours. Meeting rooms are available seven days a week, between the hours of 8 a.m. and 10 p.m.

Activities during an event:

1. The meeting room is to be used for stated purpose only.

2. The sponsoring organization will be solely responsible for providing and operating its own equipment, displays and other materials used at the meeting, including audio-visual equipment.

3. Authorized individuals and groups shall report to Library staff any irregularities, serious problems or emergencies related to the use of the meeting room as soon as possible. lf no staff is present during an emergency, individuals or groups should immediately call 911.

4. Library staff is not available to supervise, nor help with any non-library activities or meetings.

5. The set-up and break-down of the event is considered as part of the rental time. Tables, chairs, etc. will be in the meeting room prior to the "start time." Set up may not occur prior to this time. The room must be cleared by the end of the rental period.

6. Refreshments may be served. Alcohol may be served, providing a one-day alcohol license is presented with application. Contact the Department of Alcoholic Beverage Control for details. Proof of said license will be required at all times during the event.

7. The meeting rooms may not be used for the sale or exchange of goods and services other than library sponsored.

8. Groups may show films when they present written proof that the group has public performance rights to show the film in the Library.

Public Access:

1. Meetings and events must be open to the public with the exception of certain City, County, State or Federal Government meetings. Doors to the meeting rooms must remain open at all times unless Library Administration agrees or requests to close the doors to reduce excess sound into the Library. lf prior arrangements have been made to hold a private meeting, or meeting requiring a charge or suggested donation, and you have paid in accordance with any Carpinteria City Council Resolution on fees charged for use of City facilities, then this rule does not apply.

2. Meeting rooms are available only for non-commercial purposes. Meetings must be open to the general public, and be free of any charge and/or solicitations for commercial transactions or membership other than library sponsored.

Obeving the rules:

L. Authorized individuals and groups shall agree to comply and accept all policies, rules and regulations pertaining to the use of Library property. The Carpinteria Community Library System's Rules of Conduct is accessible online at CarpinteriaLibrary.org and incorporated herein by reference.

Any violation of said policies, rules and regulations shall be cause for event cancellation and immediate departure from the Library. Authorized individuals or groups shall be solely responsible forthe conduct of members or participants in any activity authorized to be held and for the use of all properties, equipment or other resources therein; and shall agree to be responsible for any damages, mistreatment or theft of Library property or exhibited materials, and to pay the cost of any repairs or replacement therefore

2. Smoking is not allowed on Library property.

3. To ensure fire safety, at no time shall any exits be covered or obstructed during the event.

4. Permission may be withheld from person(s) or groups that have caused damage to the meeting room, caused a disturbance, or failed to comply with the Library's rules and regulations.

Applving for Use of Meeting Rooms:
1-. The Library Director or designee will approve or disapprove the application. lf received by mail, a confirmation and appropriate forms are emailed to you.

2. Authorized individual reserving the room must be 18 years of age and show valid government issued identification.

3. No person(s) or group may assign its reservation to another group.

4. The meeting rooms are available on a first-come, first-served basis. Library meetings take precedence over all other use. The Library reserves the right to change meeting rooms or cancel use of meeting rooms by an outside organization if the Library Director determines the space is needed for Library purposes. As much notice as possible beforehand will be provided to the group(s) affected by a change.

5. Approval for use of meeting room or exhibit space only until the Library Director or designee has signed the application form and full payment has been received. Full payment must be made at the time of application.

Event dates will not be held or confirmed before an application is approved.

6. The Library must be informed of any cancellations. Refunds will be given with written notice of cancellation at least (7) days prior to the event.

7. Permission to use the meeting rooms or galleries is not transferable.

8. Reservations may be made no more than three (3) months in advance. No group may considerthe Library its permanent meeting place or use the Library as its mailing address.

9. Reservationsfallingwithin normal library business hours are limited to a maximum of three (3)separate dates within a six (6) month period for a program/workshop series.

Additional Rules:

1. Parking must be in the garage or a designated parking space on the street. Any vehicle in the fire lane will be ticketed or towed immediately.

2. Reservations may be made no more than three (03) months in advance.

3. lf use of room includes non-open hours, the Library requests that the application and payment be made at least two (2) weeks in advance.

PATRON PRIVACY POLICY
The Carpinteria Community Library (CCL) is committed to user privacy, and will keep all such information that it purposefully or inadvertently collects or maintains confidential to the fullest extent permitted by the law.

California has some of the nation's strongest protections for library patron records and privacy. Known as the California Public Records Act, and found under the California Government Code, Title 1, Division 7, Sections 6254 (j) and 6267 (a), (b), and (c) refer specifically to registration and circulation records.

General Policv:

L. The Library will keep all such information that it purposefully or inadvertently collects or maintains confidential to the fullest extent permitted by federal, state and local law, including the California Public Records Act and the USA PATRIOT Act.

2. Protection of confidentiality extends to information sought or received, and materials consulted, borrowed and received.

3. Protection of confidentiality includes database search records, circulation records, interlibrary loan records and other personally identifiable uses of library materials, facilities or services.

4. The Library does not collect personal information about a library user when a user visits the Library's website, registers for a program, or registers for a library card unless the user authorizes the Library to have that information. The user has the option to participate or not participate.

5. Any information the library user chooses to provide will be used only to provide or improve library services, such as information gathered through voluntary library user surveys.

6. The Library protects library user account information by placing it on a secure server.

7. To receive a library card, library users are required to provide identifying information such as name, birth date and mailing address. This identifying information is retained as long as the library user has a library card.

8. A library user's library record includes current information, items currently checked out, items on hold or requested, as well as overdue materials and any fees.

9. The Library does not maintain a history of items that a library user has previously checked out when books and materials have been returned on-time.

10. When fees accrue on a user's account, the Library does maintain records of items that have been borrowed but returned afterthe due date, and a historyof fees paid by a user.

11. Notes may be added to a library user's account as a means of identifying and documenting discussions staff have had with a user.

12. Radio Frequency ldentification (RFID) information: an RFID chip/tag is limited to the item/patron barcode or an encrypted number, as well as a security bit that indicates if the item is in or out of the library. There is no other identifying information inherent to the RFID chip/tag.

13. Searching by the barcode of library books and other materials is not available to the public.

14. The Library's online system offers library user activated features, such as saved searches and reading history. lnformation gathered and stored using this feature is only accessible to the library user.

Carpinteria Community Library staff are unable to access individual patron's reading history. The user has the option to delete their search history at any time.

15. Any future enhancements developed by the software vendors for the Library's online system will be evaluated by the Library for impact on patron confidentiality.

16. The privacy practices of online database services and eBook/eMedia services to which the Library subscribes may be different from the privacy policies herein. Please refer to the individual vendor's website for their privacy policies.

17. The Library treats reference questions, regardless of format of transmission (in person, via telephone, fax, email or online) confidentially. Personal identifying information related to these questions is purged on an ongoing basis.

18. Email is not necessarily secure against interception and may be subject to disclosure requirements of the Public Records Act or other legal disclosure requirements.

19. Privacy policies at other member libraries in the Black Gold Cooperative Library System may vary.

Patron Access to Circulation lnformation
ln accordance with California State Law (Government Code Section 6267) the Library does not disclose circulation or registration records to anyone other than the individual to whom the records pertain, except under the code's stated conditions. lt is the responsibility of all library employees to keep your library record confidential and to protect your record from unauthorized access. To accomplish this we must verify your identity with your library card or a valid picture lD before any information {verbal or paper) can be given out.

Access to Circulation lnformation for a Child orTeen
CCL treats all patron registration records and all library circulation records as confidential in accordance with California State Law (Government Code Section 6267).

1. Children Age 12 and Under:

The Library requires a parent or legal guardian to authorize a child 12 and under to obtain a library card by signing the child's library card application. b. The Library will disclose a child's current circulation records to:
i. a parent or legal guardian, who presents valid identification, and is identified on the child's account, or ii. someone who presents the child's card at the time of the request

2. Patrons over age L2 are able to apply for and receive library cards without a parent's signature if they meet the library's identification requirements. lf your child is age 13 or over, then the Library cannot disclose your child's circulation records without your child being present and giving permission to library staff.

Law Enforcement Access
Library records will not be made available to any agency of the state, federal or local government except pursuant to such process, order or subpoena as may be authorized under the authority of, and pursuant to, federal, state, or local law relating to civil, criminal, or administrative discovery procedures or legislative investigatory power.

The Uniting and Strengthening America by Providing Appropriate Tools Required to lntercept and Obstruct Terrorism Act (USA PATRIOT ACT): Sections 2L4-2I6 of this Act gives law enforcement agencies expanded authority to obtain library records, secretly monitor electronic communications and prohibits libraries and librarians from informing library users of monitoring or information requests.

Additional Resources
o American Librarv Association (Privacy)
o California Public Records Act (from the California Government Code sections 6250 through 62701 Public Wi-Fi Terms of Use
This free service is an open network provided foryour convenience and its use is at your own risk. lt is available to the general public, and is NOT INHERENTLY SECURE. The Carpinteria Community Library (hereafter "Provider") cannot and does not guarantee the privacy of your data and communication while using the service.

There are potentially serious security issues with any computer connected to the lnternet without the appropriate protection, ranging from viruses, worms and other programs that can damage the user's computer, to attacks on the computer by unauthorized or unwanted third parties. By using this service, you acknowledge and knowingly accept the potentially serious risks of accessing the lnternet over an unsecured network. lt is recommended that users take steps to protect their own computer system, such as installing current anti-virus software and maintaining appropriate firewall protection. For further information on how to protect yourself on this open network, consult a computer security professional.

You acknowledge and agree that YOUR USE OF THIS SERVICE lS SOLELY AT YOUR OWN RISK. By using the Service, you also agree to all terms set forth in the following Disclaimer.

Disclaimer
This free lnternet access service (hereafter "Service") is provided "AS lS". This Service provides access to the lnternet on an "as is" basis with all risks inherent in such access. The providers of the Service make no warranty that the Service or that any information, software, or other material accessible on the Service is free of viruses, worms, trojan horses or other harmful components. By connecting, the user acknowledges and accepts the risks associated with public access to the lnternet and public use of an unsecured wireless network.

Service provided "AS AVAILABLE"
The Service is provided on an "as available" basis without warranties of any kind, either express or implied, that the Service will be uninterrupted or error-free, including but not limited to vagaries of weather, disruption of service, acts of God, warranties of title, noninfringement, NOR IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. No advice or information given by the providers, affiliates, or contractors of the Service or their respective employees shall create such a warranty. lndemnity
Under no circumstances shallthe providers of the Service, or affiliates, agents, or contractors thereof, be liable for any direct, indirect, incidental, special, punitive or consequential damages that result in any way from user's use of or inability to use the Service or to access the lnternet or any part thereof, or user's reliance on or use of information, services or merchandise provided on or through the Service, or that result from mistakes, omissions, interruptions, deletion of files, errors, defects, delays in operation, or transmission, or any failure of performance. You agree to indemnify and hold harmless the providers of the Service, including affiliates, agents, and contractors thereof, from any claim, liability, loss, damage, cost, or expense (including without limitation reasonable attorney's fees) arising out of or related to your use of the Service, any materials downloaded or uploaded through the Service, any actions taken by you in connection with your use of the Service, any violation of any third party's rights
or an violation of law or regulation, or any breach of this agreement. The Online Copyright lnfringement Liability Limitation Act (OCILLA) is United States federal law (S 512(a)-(d))that creates a conditional safe harbor for online service providers (OSP) (a group which includes this Provider) and other lnternet intermediaries by shielding them potential liability for the infringing acts of others. As an OCILLA provider, we have adopted a policy of addressing and terminating access of users who are found to infringe any law or regulation, whether detected by this Provider or reported by an infringed party. To that end we accommodate "standard technical measures" employed to identify infringing users and will report all available identifying information upon receipt of a valid infringement notification (5 512(h)). To report infringement, please email your OCILLA-compliant notification to [email protected].

Notwithstanding the above, this Provider avails itself of I 512(m), which extends the protections of 55L2(a)-(d) even though this Provider does not monitor this Service for infringing activity.

REQUEST FOR RECONSIDERATION

OF LIBRARY MATERIAL
Name
E-Mail: Telephone Number:

Address: City: Zip Code:

Library Material to be Reconsidered
trBook trPeriodical trAudio nVideo trOther
Author(s): Publisher:

Title: Copyright Date:

All materials in the collection of the Carpinteria Community Library System are carefully evaluated by the Materials Selection Committee, which is composed of experienced staff members. Books and other library materials are added to the collection in accordance with the Library's Collection Development Policy, which is available online. By completing this form, you will assist the library in maintaining a diversified, well-rounded, quality collection, designed to appeal to all ages and interests of the members of our community. Your comments are sincerely appreciated.

1. What did you find objectionable? Please cite specific passages or ideas

2. Did you read, view, or listen to the entire work or a portion of the work? lf not, what parts did you review?

3. What do you believe are the main ideas found in this work?

4. What are the good points about this work?

5. Are you aware of the reviews of this work made by critics? Thank you. Your comments will be given careful consideration by the Materials Selection Committee and you will be contacted by the City Librarian.

Signature Date
I
,l
l

RULES OF CONDUCT
Welcome to the Carpinteria Community Library. These rules of conduct are for the comfort, safety and protection of all Library patrons and Library staff. Library staff will firmly and courteously enforce these rules. . We ask for your cooperation in maintaining an environment conducive to enjoyable use of the Library for all I. DANGEROUS, DESTRUCTIVE, OR ILLEGAL CONDUCT:
r Physical abuse or assault;
o Fighting or challenging to fight;
o Making violent and threatening statements;
. Engaging in or soliciting any sexual acU and
. Damaging or destroying Library property.

NO ACTIVITIES THAT UNREASONABLY INTERFERE WITH OTHER PATRONS' USE OF THE LIBRARY ARE ALLOWED These examples are provided as an illustration. This is not an exhaustive list. Any patron displaying any dangerous, destructive, or illegal behaviors will be instructed to leave the Library immediately. Police will be called and appropriate legal action will follow. tn addition to immediate removal from the Librarv and oossible criminal orosecution. a patron exhibiting such behaviors will have their Librarv privileees suspended for up to one vear, depending upon the severitv of the situation. Furthermore, anv patron threatening or harassing librarV slaff WlllCAUSe to have a Restrainine Order filed aeainst them bv the Citv Attornev's Office.

II. OTHER PROHIBITED CONDUCT:

These examples are provided as an illustration. This is not an exhaustive list.

General

1. Refusalto follow direction from Library staff.
lllegal Activities

2. Engaging in any activity prohibited by law.

3. Threatening or harassing behavior (including, but not limited to, battery, verbal threats, stalking, offensive staring, gestures, or touching).

4. The following are prohibited: Weapons, Alcoholic Beverages, lllegal substances, exhibiting signs Of being under the influence of alcohol or drugs.

5. Leaving the Library with materials that have not been checked out.

6. Smoking (including the use of e-cigarettes or vape pens) anywhere on Library property.

7. Fraudulent use of another's Library card and/or number for any purpose.

8. Leaving animals unattended anywhere on Library property.

Use of Library Space and Equipment

9. Entering Library with animals other than service animals authorized by the Americans with Disabilities Act.9.

10. Bringing bedding, including but not limited to sleeping bags, bed-rolls, mats or blankets (blankets for small children are acceptable) into the Library or onto Library grounds. 1L. People, animals or property must not block aisles, doorways, or ramps. ln order to facilitate this, objects larger than 27" x2L" x 14" such as carts and luggage, or a combination of personal items that make up a similar volume, may not be brought onto Library grounds or into Library facilities, with the exception of wheelchairs and strollers used for the actual transport of a person or child.
l-2. Personal belongings may not be left unattended in library facilities or on grounds. Unattended items will be removed and are subject to the Lost and Unclaimed Personal Property and Abandoned Property Found on City-Owned Property.

13. Using Library facilities or grounds for other than their intended purpose, including: remaining on Library exterior premises more than 60 minutes, using library restrooms or water fountains for bathing, shaving, or washing clothing or dishes. Loitering in the restrooms.

14. Misusing Library spaces that are designated for particular Library users. Such spaces vary and include, but are not limited to:
a Children's Rooms: reserved for children under L8 and their caregivers, or patrons using the children's collections at the discretion of Library staff.

15. Altering Library computer software or hardware.

16. Eating anywhere other than a designated eating area inside the Library.

17. Drinking nonalcoholic beverages without a secure top.

Use of Public Space
1-8. Using more than one seat or table space per person.

L9. Disturbing or annoying anyone with loud and/or unreasonable noise including but not limited to talking loudly in a manner that disturbs other; Talking loudly on cell phones (ringers must be set to the "vibrate" setting): The use of electronic devices such as radios, music players, video games and computers without headphones. The volume must be inaudible to others.

20. Emitting strong, pervasive odors, including odors caused by perfume or poor personal hygiene, so as to interfere with other patrons' ability to use the Library.
2L. Failing to Wear shirt/top, pants/skirt, and shoes. Patrons may not remove shoes or garments covering their upper and lower torsos while in the library.

22. Recording, photographing, or filming persons in the library without prior consent from the City Librarian or designee and from the person(s) being recorded, photographed or filmed..

23. Leaving children under the age of eight (8) unattended by a parent or authorized person age 14 or older.

24. Entering Library with bicycles, riding skates, roller shoes, scooters, skateboards, or using other similar devices anywhere on Library Property, or locking bicycles or other similar devices to anything other than an official bike rack.

Use of Grounds

25. No oversized belongings such as carts may be brought on Library property or left on Library grounds

26. Placing furniture on Library grounds.

27. Disregarding posted parking and vehicle laws.

28. Selling merchandise or services without written permission from the City Librarian or designee.

29. Refusing to leave library premises at closing time or trespassing at any time.

ANY VIOLATION OF THESE LIBRARY RULES OR THE COMMISSION OF OTHER ILLEGAL CONDUCT IN THE LIBRARY MAY BE ADDRESSED IN THE FOLLOWING MANNER:

1. INITIALVIOLATION(e.g.notificationofviolationandreferencetoRulesofConduct);

2. lF ASKED TO LEAVE the Library due to refusal to Correct the issue(s), patron suspended at minimum for one full week;

3. SUSPENSION OF LIBRARY PRIVILEGES including removal from, and denial of access to the entire Veterans Memorial Hall facility for a period to be determined by the City Librarian or his/her designee. Suspension periods may be seven days, 30 days, six months, or one year. Guardians of minors may be notified. lF POLICE ARE CALLED due to refusalto leave the Library, there will be an automatic suspension of at least six months.

4. CRIMINAL SANCTIONS. (Per City of Carpinteria Municipal Code Chapter 1.08.10) The above remedies may be cumulatively applied.

APPEAL OF SUSPENSION:

Anyone who has been suspended from Library for more than one full week may challenge the suspension. To request a review ofthe suspension..

SUBMIT A STATEMENT including the reasons for requesting an appeal. Sign, date, provide contact information, and deliver it to the City Librarian within three days of the start of the suspension. The written appeal will be reviewed by the City Librarian or their designee within L0 business days of the receipt of the request. The suspension will remain in effect during the appeal process. The City Librarian's decision is final.

ATTACHMENT B

ORDINANCE NO. 756

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
CARPINTERIA, CALIFORNIA, ADDING CHAPTER 237 TA

THE CARPINTERIA MUNICIPAL CODE ESTABLISHING

THE CARPINTERIA COMMUNITY LIBRARY ADVISORY

COMMISSION
WHEREAS, on June 14, 2A21the City Council adopted Ordinance No 747, establishing a Municipal Library, Library Board of Trustees, and the Library Division of the Parks, Recreation and Public Facilities Department.;and, WHEREAS, on October 11,2021the City Council adopted Resolution No 6074, establishing a Library Advisory Commission, this Ordinance No. 756 will serve to supersede Resolution No 6074,: and,
WHEREAS, the purpose of the Library Advisory Commission is to be the voice of the community to provide advice and feedback to the Library Board of Trustees and the City Librarian.

NOW THEREFORE, The City Council of the City of Carpinteria does ordain as follows:

SECTION 1. INCORPORATION OF RECITALS
The above recitals are true and correct and are incorporated herein, and are each relied upon independently by the City Council for its adoption of this Ordinance.

SECTION 2. ADDITION OF CHAPTER 2,37 TO THE CMC
Chapter 2.37, entitled "Library Advisory Commission," is hereby added to Title 2, "Administration and Personnel," of the CMC to read as follows:

Chapter 2.37 - LIBRARY ADVISORY GOMMISSION

2.37 .UA - Established --Membership.

The Carpinteria Community Library Advisory Commission ("Commission") shall be composed of five Members representative of the Library service area with an option to expand as needed. Members will be appointed to two-year terms. All Members of the Commission shall be appointed through nomination by the President of the Library Board of Trustees ("Board") and consent of the Board, and shall serve at the pleasure of the Board. The Commission shall invite liaison representatives from the Friends of the Montecito Library, Friends of the Carpinteria Library, and a representative from the office of the County Board of Supervisors First District to attend regular meetings.

Ordinance No. 756

Page 2 ends

Carpinteria City CouncilJune 27, 2022

Carpinteria City Council
June 27, 2022