meetings of the City Council are planned, Mr. Ramirez would also attend and any other special meeting that may be scheduled prior to Mr. Durflinger's retirement. Mr. Ramirez, pending contract approval, is scheduled to assume the City Manager role at 5:01 p.m. on December8,2023.
POLICY CONSISTENCY
This agenda matter is consistent with the City's interest in ensuring continuity of government.
FINANCIAL CONSIDERATIONS
There are no financial considerations presented with this report.
LEGAL AND RISK MANAGEMENT CONSIDERATIONS
This agenda matter is consistent with Chapter 2.08, City Manager, of the Carpinteria Municipal code, in particular, section 2.0a.110, powers and Duties.
OPTIONS
1. Excuse City Manager Dave Durflinger from attending City Council meetings after November 27, 2023 (Staff recommendation).
2. Decline to excuse City Manager Dave Durflinger from attending City Council meetings after November 27,2023.
PRINCIPAL PARTIES ATMEETING
None
ATTAC MENTS
None
Statf contact;
Brian C. Barrett, City Clerk
(805) 7 55-4403; [email protected]
Reviewed by: Dave Durflinger, City Manager
(805) 755-4400, daved@carointe .qov
G:\CC Staff Reports\2O23 1127\Final\Excuse CM from Council Meeting\Staff Report.docx City of Carpinteria
COUNCIL AGENDA STAFF REPORT
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
Appointments of public members to Ad Hoc Harbor Seal Advisory Committee.
STAFF RECOMMENDATION
Make appointments to the Ad Hoc Harbor Seal Advisory Committee.
Sample Motion: I move to appoint the following public members to the Ad Hoc Harbor Seal Advisory Committee.
BACKGROUND/DISCUSSION
The City Council originally formed the Ad Hoc Harbor Seal Advisory Committee on August 9, 2021 for the purpose of developing an understanding of the local harbor seal population, including causes of recent trends in births and haul-out numbers, and recommending to the City Council specific actions that it finds should be taken to mitigate habitat degradation and seal disturbances in the City.
The original Committee included Councilmembers Al Clark and Roy Lee as well as five additional members of the public who were appointed by the Council on January 24, 2022 and June 13, 2022.
On July 10, 2023, the Council received and filed the Carpinteria Harbor Seal Rookery Report and directed staff to return at a future Council meeting with the possibility of re-establishing the Harbor Seal Advisory Committee. On September 25, 2023, the Council initiated the process to re-establish the Committee consisting of two Councilmembers and five members of the public. On October 23, 2023, the City Council adopted Resolution No. 6271 (Attachment A), re-establishing the Committee and appointing Councilmembers Monica Solorzano and Natalia Alarcon to serve as Council representatives.
The City has received nine applications (Attachment B) from the following interested individuals to serve as the public members of the Committee:
• Andrew Brooks
• David Allen
• David Springer
• Mike Wondolowski
• Susan Mailheau
• Randall Moon
Harbor Seal Advisory Committee Appointment
November 27, 2023
• C. Kathleen Lord
• Cynthia Steen
• Danel Trevor
The purpose of this agenda matter is for the Council to consider making appointments to fill the five public member positions on the Harbor Seal Advisory Committee. The term of the five public members on the Harbor Seal Advisory Committee will be until the Committee has completed its work, but no later than December 30, 2024, unless extended by the City Council.
POLICY CONSISTENCY
This agenda matter is consistent with the City Council's authority and interest in efficient, transparent, and accountable local government decision-making.
FINANCIAL CON SI DE RATIONS
There will be no effect on any City fund with appointments to the Harbor Seai Advisory Committee.
LEGAL AND RISK MANAGEMENT CONSIDERATIONS
There are no legal nor risk management considerations presented with this report.
OPTIONS
1. Make appointments to the Harbor Seal Advisory Committee. (Staff recommendation)
2. Not make appointments to the Harbor Seal Advisory Committee and provide further direction to staff as determined appropriate.
PRINCIPAL PARTIES EXPECTED AT MEETING
Applicants have been advised of the meeting date and invited to attend.
ATTACHMENTS
A: Resolution No. 6271
B: Applications
Staff contact: Brian C. Barrett, City Clerk
(805) 755-4446; [email protected]
Reviewed by: Dave Durflinger, City Manager
(805) 755-4400, [email protected]
G:\CC Staff Reports\2023 1127\Draft\Harbor Seal Ad Hoc Committee Appointment\Staff Report.docx Harbor Seal Advisory Committee Appointment
November 27, 2023
ATTACHMENT A:
Resolution No. 6271
G:\CC Staff Reports\2023 1127\Draft\Harbor Seal Ad Hoc Committee Appointment\Staff Report.docx Harbor Seal Advisory Committee Appointment
November 27, 2023
Page4
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G:\CC Staff Reports\2023 1127\Draft\Harbor Seal Ad Hoc Committee Appointment\Staff Report.docx RESOLUTION NO. 6271
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARPINTERIA, RE-FORMING AN AD HOC HARBOR SEAL ADVISORY
COMMITTEE
WHEREAS, the City of Carpinteria continually works to develop programs that are consistent with the ideals of environmental consciousness, habitat conservation, and maintaining the ecological balance of coastal areas; and WHEREAS, the City Council of the City of Carpinteria formed the Ad hoc Harbor Seal Advisory Committee on August 9, 2021 comprised of two Councilmembers and five members of the public; and
WHEREAS, that Committee's basic duty was to develop an understanding of the local harbor seal population, including causes of trends in births and haul-out number, and recommending to the City Council specific actions to mitigate habitat degradation and harassment of the harbor seal population in the City; and WHEREAS, the City Council accepted and filed the 2023 Harbor Seal Rookery Report, including its recommendations, at its regular meeting of June 30, 2023, and, as such, the Ad hoc Harbor Seal Committee's work was concluded; and WHEREAS, the City Council from time to time finds it beneficial to re-form a committee of its members in order to further address the Harbor Seal matters that were the subject of the prior Committee and to make recommendations concerning the implementation of the Report's recommendations. particular subject or work matter, and to make related recommendations to the City Council; and WHEREAS, the City Council has determined desirable to establish an Ad hoc advisory committee consisting of seven members, two of which will be Councilmembers and five members of the public; continuing to study the decline in numbers of harbor seals, issues and opportunities for protecting harbor seal habitat in the City of Carpinteria, and recommendations for City actions; and
NOW, THEREFORE, BE IT RESOLVED as follows:
SECTION 1. The above recitals are true and correct, and incorporated herein by reference.
Resolution No. 6271
SECTION 2. The Carpinteria City Council herby creates the Ad hoc Harbor Seal Advisory Committee consisting of two Councilmembers and five members of the public.
Councilmember Solorzano and Vice Mayor Alarcon
SECTION 3. The Harbor Seal Advisory Committee shall be responsible for making recommendations to the City Council concerning developing an understanding of the local harbor seal population, including causes of recent trends in births and haulout numbers, and advancing the recommendations from the 2023 Harbor Seal Rookery report to mitigate habitat degradation and incidents of harassment in the City.
SECTION 4. The Harbor Seal Advisory Committee shall be dissolved upon completion of its work, but no later than December 30, 2024, unless extended by the City Council.
PASSED, APPROVED AND ADOPTED on this 23rd day of October, 2023, by the following vote:
AYES: COUNCILMEMBER(S): Lee, Nomura, Solorzano, Alarcon, Clark NOES: COUNCILMEMBER(S): None
ABSENT: COUNCILMEMBER(S): None
ABSTAIN: COUNCILMEMBER(S): None
Mayor, City of Carpinteria
ATTEST:
-
~
~ 011ar1 v. oarre
~
tt , 'v"
~
l1\.v111\., " "-· ."'
1 \.,t"'IVI~
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 October 23, 2023.
Resolution No. 6271
~
Brian C. Barr
c:X
et(
~
CMC, C
~
PMC
City Clerk, City of Carpinteria
APPROVED AS TO FORM:
Harbor Seal Advisory Committee Appointment
November 27, 2023
ATTACHMENT B:
Applications
G:\CC Staff Reports\2023 1127\Draft\Harbor Seal Ad Hoc Committee Appointment\Staff Report.docx Harbor Seal Advisory Committee Appointment
November 27, 2023
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G:\CC Staff Reports\2023 1127\Draft\Harbor Seal Ad Hoc Committee Appointment\Staff Report.docx
City of Carpinteria
Cour,rcrr- Aceruoa Srnrr Reponr
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
Authorize the City Manager to sign the Landscape Equipment Electrification Fund Program Application.
STAFF RECOMMENDATION
1. Authorize the City Manager to sign the Landscape Equipment Electrification Fund Program Application.
2. Approve a budget appropriation in the amount of $1 1,250 to the Right-of-Way Maintenance District Fund and $1,000 to the General Fund for Fiscal Year 2023- 24 Budget.
Sample Motion: I move to
1. Authorize the City Manager to sign the Landscape Equipment Electrification Fund Program Application; and
2. Approve a budget appropriation in the amount of $1 1,250 to the Right-of-Way Maintenance District Fund and $1,000 to the General Fund for Fiscal Year 2023- 24 Budget. (The motion requires a roll callvote.)
BACKGROUND
The Landscape Equipment Electrification Fund (LEEF) Program is administered by the Santa Barbara County Air Pollution Control District (SBAPCD), and the LEEF Program offers an incentive to local agencies for replacing their gas-powered landscape equipment with electric landscape equipment. Under the LEEF Program, a voucher is issued to the participating local agency for the purchase of electric landscape equipment. The voucher covers the base cost of the electric landscape equipment, but it does not cover the sales tax, any fees, and shipping from the vendor.
The purpose of this agenda matter is for the City Council to authorize the City Manager to sign the LEEF Program Application and approve a budget appropriation in the amount of $11,250 to the Right-of-Way Maintenance District Fund and $1,000 to the General Fund for Fiscal Year 2023-24 Budget for the purchase of electric landscape equipment in order to replace gas-powered landscape equipment.
Landscape Equipment Electrification Fund program Application November 27,2023
Page2
DI toN
A copy of the LEEF Program Application is shown as Attachment A, and the proposed list of electric landscape equipment is shown therein. The proposed list of electric landscape equipment yas preapproved by SBAPCD. The'proposed list of gas-powered landscape equipment for replacement is listed in Resolutioh No. 6281 as shown as Attachment B. On November 13,2023, the City Council adopted Resolution No. 62g1, declaring said list of gas-powered landscape equipment as surplus assets and authorizing the disposal thereof.
Should the City Council authorize the City Manager to sign the LEEF program Application, the LEEF Program does require for [he City to dispose of the gas-powered la-ndscape equipment at a SBAPCD-designated dismantler location and srJbmii copies of both the purchase receipt of the electril landscape equipment and a Certificate of Destruction from the designated dismanfler.
The total estimated c9?1.of the proposed electric landscape equipment is approximately $10,260. The Right-of-Way Maintenance District Fund in the Fisialyear 2023-24 Fylq"l it proposed to fund the cost, but a budget appropriation in the amount of $11,250 would be needed in order to cover tne Oas6'cost of the electric landscape equipment, sales tax, any fees, and shipping from the vendor. of the $11,250, the $10,260 would be offset by the LEEF Progrim and the balance will be paid from the General Fund.
PO CONSI CY
The recommendation is consistent with Section 3.32.050 of the Carpinteria Municipal Code, which authorizes the City Manager, as purchasing officer, in part, to supervise the exchange or trade-in of all supplies and equipment that have become unsuitable for City use.
The recommendation is also consistent with the Sustainable Community policy (Resolution No. 5500):
Enerqy Conservation
Reduce greenhouse gas emissions through various activities which may inctude improved t??ass transit sysfemg reduced vehicle trips, improved atternitive transpoftation systems for biking, walking and low emission vehicles, etc.
The recommendation is also consistent with the Environmentally Preferable Purchasing Policy (Resolution No. 5686):
4.3 En v Efficient a Water Savino Products
Landscape Equipment Electrification Fund Program Application November 27,2023
4.3.1 Purchase energy-efficient equipment with the most up-to-date, economically feasible, and proven energy efficiency functions. This includes, but is not limited to, high efficiency space heating sysferns and high efficiency space cooling equipment.
Finally, the recommendation may be found consistent with the NPDES Phase ll Small MS4 Permitl and the City's interest in maintaining streets and other public property in a manner that is safe, minimizes negative impacts on the environment, including, in particular, creeks, the salt marsh, and ocean waters, and aesthetically pleasing.
FINANCIAL CONSI DERATIONS
$1 1 ,250 lncrease to FY 2023-24 Budget (Right-of-Way Maintenance District Fund) and $1 ,000 lncrease to FY 2023-24 Budget (General Fund). $1 1 ,250 increase to 209-441- 5568 - Minor Equipment. Purchase is offset by the $10,250 LEEF Program 209-441- 4380 - County Grant and $1 ,000 transfer from General Fund (Expenditure 101-999- 5907) to Right-of-Way Maintenance District Fund (Revenue 209-999-5900).
LEGAL AND RISK MANAGEM ENT CONSIDERATIONS
The recommendation is in accordance with Section 3.32.050 of the Carpinteria Municipal Code (Surplus supplies-Trade-ins authorized). Taking out of service and disposing of equipment that is no longer needed or in disrepair is consistent with the City's risk management interests.
OPTIONS
1. Authorize the City Manager to sign the LEEF Program Application and approve a budget appropriation in the amount of $'1 1,250 to the Right-of-Way Maintenance District Fund and $1,000 to the General Fund for Fiscal Year 2023-24 Budget. (Staff recommendation)
2. Do not approve the resolution and direct staff as determined appropriate.
PRINCIPAL PARTIES EXPECTED AT MEETING
None.
ATTACHMENTS
Attachment A
Attachment B
LEEF Program Application
Resolution No. 6281
1 Nationat Potlutant Discharge Etimination Sysfem (NPDES) General Permit for Waste Discharge Requirements for Storm Water Discharges from Small Municipal Separate Sform Sewer Sysfems Landscape Equipment Electrification Fund program Application November 27,2023
Staff contact:
Stephon Downes, Management Analyst
(805) 7 55-4446; [email protected]
Reviewed by:
John L. llasin, Public Works Director
(805) 880-3402; [email protected]
Reviewed by:
Licette Maldonado, Administrative Services Director
(805) 7 55-4448; I icettem@carpi nteriaca. qov
Reviewed by:
Dave Durflinger, City Manager
(805) 7 55-4400 [email protected]
Signa
ATTACHMENT A
LEEF Program Application
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r! oir pollution control district
opcd SANTA BARBARA COUNTY
LANDSCAPE EQUTPMENT ELECTRTFTCATTON FUND (LEEF) PROGRAM 3
VOUCHER
Contact lnformation: [email protected]; (805) 979-8253 Voucher #: 34 Organization: City of Carpinteria
Date lssued: I0/30/23 Voucher Expiration Date: LL/29/23 Close out documentation must be submitted before this date Maxim u m Vouche r Amount for Approved Trade-ins* : 5I0,259.7 4 xMust be for approved trade-ins as specified in the Approved Purchase List and Approved Disposal List (see below). Actual reimbursement amounts may be reduced based on the final cost of eligible equipment identified in the purchase receipt upon documentation submittal for payment.
APPROVED PURCHASE LIST
EquipmentTvpe Manufacturer Model Retailer Frice (each piecel fipieces fotal Price tramriler stihl FSA 135R A-Ok Power Equipment $ 409.99 3 $ t,229.97 chainsaw stihl MsA 2ZO C.B A-Ok Power Equiprnent $ fi)!'.99 3 $ 1.229.97 leaf blower stihl BGA 2OO A-Ok Power Equipment 5 479.99 3 I r,+rg.gr leaf blower stihl BGA 3OO A-Ok Pswen Equipment $ 699.99 1 S 6e9.99 trimmer stihl HTA 50 A-Ok Power Equipment $ 519.99 I $ srg.ss batterv stihl AF 3M A-Ok Power Equiprnent $ 239.99 6 $ 1,439.94 battery stahl AP 5{n 5 A-Ok Power Equipment I 379.99 6 $ 2,279.94 battery stihl AR 10{n A-Ok Pswer Equiprnent $ 699.99 1 $ 6ee.se charger stihl AL 301-4 A-0k Power Equiprnent $ 359.99 z $ 719.e8 Total Price Equipment $ ro,zsg.z+
fotal MexVoucher
APPROVED DISPOSAL LIST
EquipmentType # Pieces
tri!'nrner 4
chainsaw 3
leaf blower 4
tI oir pollution controldistrict
Opcd sANrA BARBARA couNrY
INSTRUCTIONS
You have 30 days from the time of voucher issuance to complete equipment purchase, equipment disposal, and submission of close out paperwork to the District for payout. lf you experience delays in receiving the new equipment after purchase, please contact the District for a potential extension. However, this extension does not waive the requirement that you must scrap your old gas/diesel equipment and submit payout documentation to the District within 30 days of receiving the new equipment. 1'. Purchase equipment from Approved Purchase List. The District must be contacted to change any equipment details other than what is approved in the provided list. 2' Dispose of equipment from Approved Disposal List with a participating dismantler (dismantler list provided).
Please ensure that the equipment is drained of all fuels before bringing them into the dismantler. Have the dismantler sign the certificate of Destruction (provided) and obtain a receipt. 3. To receive reimbursement, submit this signed voucher along with the following before the Voucher Expiration Date:
a. Receipts of all purchased equipment;
b. Substitute W-9 Form, exact form provided with this voucher (including voided check); c. Receipt from dismantler
4. Submittal packets may be emailed to the District at [email protected] or mailed or dropped off in person to:
a. Santa Barbara County APCD, ATTN: LEEF Program, 250 N. San Antonio Rd., Santa Barbara, CA 93 j-10 OR b. Santa Barbara County APCD, ATTN: LEEF Program, 301 E Cook St., Suite L, Santa Maria, CA 93454 5' The District will reimburse your organization via direct deposit within 45 days.
VOUCHER DISCTAIMER
t' This voucher is valid for the purchase of electric landscaping equipment as specified in the Approved Purchase List.
2' Equipment to be disposed must be in operable condition. Equipment in the Approved Disposal List must be scrapped in order to receive reimbursement for the corresponding purchased equipment. 3. The applicant may not purchase the new electric equipment until they have received the voucher.
Equipment that has been purchased prior to voucher issuance is not eligible for reimbursement. 4. The new equipment must be used a majority of the time (greater than 50%) within Santa Barbara County for at least the next 36 months. The participant will not remove the equipment from service or permanently relocate the equipment out of the County without prior approval by the District. 5' This Voucher will be forfeited if false information is provided to the District.
URE
Orga n ization:
Representative Name: Representative Title:
Representative Signature : Date
;7I oir pollution controldistrict
Opcd sANrA BARBARA couNrY
A. icant lnformation
1. Company/Organization Name:
City of Carpinteria
mercial landscaping business
mercial business (non-landscaping) with in-house landscape maintenance ool/School District/University with in-house landscape maintenance nprofit organization. Please provide Employment ldentification Number (ElN):
-
J
rganization Type:
blic agency with in-house landscape maintenance
3. Contact Name and Title:
Stephon Downes, Management Analyst
4, Street Address:
5775 Carpinteria Avenue
5. City:
Carpinteria
6. State:
California
7. Zip Code:
9301 3
9. Email:
stephond@carpinteriaca. gov
8. Primary Contact Number:
805-755-4446
1-0. (Non-landscaping businesses only) Please describe the landscaping operations that the equipment w Citywide maintenance of public assets and space
ill
support at your business's grounds:
11. Will the equipment be co-funded by CARB's CORE program (for small landscaping businesses only)? lf yes, please mark asterisks * next to the equipment that will be co-funded on Section B Electric Equipment ase List and Section C Batteries and Chargers Purchase List below Yes, equipment will be co-funded with the CORE Program
No, equipment is not co-funded with the CORE Program
note, equipment that has been already purchased through the CORE Program is not eligible for funding through this program
1-2. Will the equipment be funded with any other grant programs or receive any other discounts? lf yes, please specify other funding sources and include documentation showing funding or discount amounts, No
"/
Why are you applying? (Please
Environmental concerns M
Customer preference Y Other:
check allthat apply)
Long-term cost savings
Regulations of gas equipment
J
o try out electric equipment
h & safety concerns
(Businesses Only) How many employees does
Less than 100 employees
business have?
More than 100 employees
(Businesses Only) What is your businesses ave
Less than Sto million
annual gross receipts?
More than $to million 'n
c
tFI oir pollution control districr
OpCd sANrA EARBARA couNrY
B. Electric Equipment Purchase List
Please fill out the table below with the electric equipment you request to purchase. Please use a new row for each model of equipment. For Equipment Type please specify chainsaw, trimmer, edger, brushcutter, leaf blower, leaf vacuum, walk-behind lawn mower, or ride-on mower. Please see Section C for batteries and rs. Do not include costs such as taxes, fees, accesso and de cha in the nce Trade
-in #
Equipment Type Manufacturer Model Retailer
Purchasing
From
Price
(each
piecel
# Pieces of
Equipment
A
Trimmer STIHL FSA135R A-OK $409.99 3
B
Chainsaw STIHL MSA 220
c-B
A-OK $419.99 3
c
Blower STIHL BGA2OO A-OK $479.99 3
D
Backpack Plower STIHL BGA 3OO A-OK $699.99 1
E
Pole Pruner STIHL HTA5O A-OK $519.99 1
F
G
H
J
K
I'+T
opcd
oir pollution control district
SANTA BARBARA COUNTY
C. Batteries and Chargers Purchase List
Please add information on batteries and chargers you request to purchase. Please use a new row for each model of equipment.
Equipment
Type
(battery or
charger)
Manufacturer Model Retailer
Purchasing
From
Price
(each
piece)
# Pieces
of Equipment
Specify the
trade-in #s from
Section B for all
equipment the
batteries or
chargers will be
used with
Battery STIHL AP 3OO A-OK $239.ee 6 A-B
Battery STIHL AP 5OO S A-OK
$379.99 b
c
Battery STIHL AR1000 A-OK $699.99 1 D
Charger STIHL AL 301-4 A-OK $35e.99 2 A-C
'Topcd
oir pollution control district
SANTA EARBARA COUNTY
D. Disposal List
Please enter all gasoline/diesel equipment that will be traded in. The disposal of an existing like-for-like piece of gasoline/diesel equipment is required for each piece of electric equipment purchased. For example, 3 gasoline blowers must be destroyed for the purchase of 3 electric blowers, The Trade-in #, Equipment Type, and # of pieces must correspond with the equipment in Section B.
Trade-in #
(must
correspond
with Section
BI
Equipment Type
(must correspond
with Section B)
Manufacturers (if
known)
# of pieces
(must
correspond
with Section B!
Model
Years (if
knownI
Engine Family
#s (if known)
A
Trimmer STIHL 3 FS130R
(2), HS87R
(1)
4 Stroke,2
Stroke
B
Chainsaw Husqvarna,
Prorun, STIHL
3 338XP,
PPS21O,
MS193T
2 cycle
c
Blowers STIHL 3 BG86 G2 stroke
D
Backpack Blower STIHL 1 RB35O GAS
E
Pole Pruner ECHO 1 HC1500 GAS
F
G
H
J
K
;,tI oirpollufion control district
OpCd sANrA BARBARA couNrY
E. Applicant Certifications
Please initial each line and at the bottom to the foll ns:
Certifications lnitial:
1. I agree to comolv with the Proeram Terms. SD
SD 2. I certify that I own and operate the existing gasoline/diesel landscaping equipment at least 50% of the time within Santa Barbara County. The existing gasoline/diesel equipment is in operable condition and owned bv mv organization.
SD 3. I will own and operate the new electric landscaping equipment within Santa Barbara County a majority of the time (greater than 5O%ltor a minimum of 36 months from the purchase date. My organization resides in California.
SD 4. Within 30 days of receiving my voucher I will dispose of my existing gasoline/diesel equipment with a participating dismantler and obtain a receipt and signed Certificate of Destruction.
SD 5. I have disclosed all additional co-funding sources and discounts that will be applied to my purchase.
SD 6. I have not purchased replacement landscaping equipment that I am seeking funding for prior to applying to this program.
SD 7. The information provided in the application is true and correct and meets the minimum requirements of the LEEF Program.
SD 8. I understand that an incomplete or illegible application may be immediately rejected, and lwill be notified.
SD 9. I understand as an applicant that incentive programs have limited funds and shall terminate upon depletion of program funding.
Stephon Downes
Name of Organization Representative:
1012512023
Signature: Date:
PageT of7
t! oir pollution confrol district
opcd SANTA BARBARA COUNTY
TANDSCAPE EqUIPMENT ELECTRIFICATION FUND (LEEF) PROGRAM 3
CERTI FICATE OF DESTRUCTION
TO BE CO MPLETED BY LEEF PARTICIPANT
Please initial each line and sign agreein to the follow certifications:
TO BE PLETED BY D NTLER
Please fill out the last column "# of Pieces Actual" with the amount of each type of landscaping equipment being destroyed and sign the certification below.
Landsca Iist
Participant Certifications lnitial:
1. I cert that the landsca n ut ment is rable.
2. I cert that the landsca u ment has been drained of all fuel and oil. o not dispose of all the equipment approved on this list I will not 3. I understand that if I d recerve full voucher amount.
Name of Organization Representative:
Signature: Date:
Equipment Type # of Pieces Approved # of Pieces Actual
Trimmer 4
Chainsaw 3
Leaf Blower 4
I certify that I have received th is equipment and that it will be destroyed, rendered usable only as scra and r
Name of Dismantler:
Name of Dismantler Representative:
Signature Date:
tI oir pollution controldistrict
OpCd sANrA BARBARA couNrY
TANDSCAPE EqUIPMENT ELECTRIFICATION FUND (LEEF) PROGRAM 3
PARTCI PATI NG DISMANTLE RS
contact: [email protected]; (805) 979-8263
The following participating dismantlers will accept your old gasoline and diesel-fueled landscape equipment. Please bring your Certificate of Destruction with you to the dismantler to have them fill out the bottom and also obtain a receipt. Please ensure that the landscape equipment has been drained of all fuel and oil prior to bringing it in. Refer below to the dismantler's webpage for hours and pricing.
Please note you will be required to pay out-of-pocket for any dismantling fees.
Dismantler Location
Bedlo 3052 Harris Grade Road, Lompoc, CA 93436
Central Vallev Auto
Dismantlers
613 Avalon Street, Lompoc, CA 93436
Santa Maria Recvcling Center 1544 Black Road, Santa Maria, CA 93458 Santa Ynez Vallev Recvcline &
Transfer Station
4004 Foxen Canyon Road, Los Olivos, CA 93441-
South Coast Recvcling and
Transfer Station
4430 Calle Real, Santa Barbara, CA 93110
Steelhead Recvclers 891 South Kellogg Ave, Goleta , CA93LI7 FUEL: Gasoline and diesel are considered hazardous wastes and must be taken to a hazardous waste collection center for disposal. Please see the following webpages for more information, hours, and req uirements.
o Community Hazardous Waste Collection Center at UCSB: www.marborg.com/ucsb-recvclingfaci litv-sa nta-ba rba ra . City of Santa Maria Household Hazardous Waste Facility (see requirements for businesses):
http://lessismore.orsllocations/68-citv-of-santa-ma ria-household-haza rdous-waste-facilitv/
ATTACHMENT B
Resolution No. 6281
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RESOLUTION NO. 6281
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARPINTERIA DECLARING CERTAIN CITY.OWNED
PROPERTY'EQUIPII'IENT AS SURPLUS ASSETS AND
AUTHORIZING DISPOSAL
ITUHEREAS, Each piece of City-owned property/equipment listed in Exhibit 1 to this Resolution has been determined to be inoperative, obsolete or othenarise no longer suitable for service; and
WHEREAS, Carpinteria Municipal Code Section 3.32.050 (Surplus supplies-Trade-ins authorized) authorizes the City Manager, as purchasing officer, in part, to supervise the exchange or trade-in of all supplies and equipment that have become unsuitable for City use.
NOW, THEREFORE, BE lT RESOLVED as follows:
The City Council declares said City-owned property/equipment listed in Exhibit 1 as surplus assets and authorizes the City Manager to dispose of such surplus assets.
PASSED, APPROVED AND ADOPTED on November 13, 2023, by the following vote:
AYES: COUNCILMEMBER(S): Lee, Nomura, Solorzano, Alarcon' Clark NOES: COUNCILMEMBER(S): None
ABSENT: COUNCILMEMBER(S): None
ABSTAIN: cOUNCILMEMBER(S): None
ATTEST
Brian C. Barrett, CPMC
Mayor, City Carpinteria
City Clerk, Gity of Carpinteria
l,helebycertifrT that thejgreg_ollrg resolution was adopted at a regular meeting of the city council of the city of cJrpinteria hetd on lrJi"ru", 1g, zozg.
Resolution No.6281
Page2
APPROVED AS TO FORM
Shoaf on beh of Brownstein
Atto
acting as
City of Carpinteria
n C. Barrett, CPMC
city Clerk, City of Carpinteria
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Exhibit I to Resolution No. 6281
INVENTORY
Quantitv Item Descrintion Manufacturer Model No.
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1 Chainsaw. 2 Cvcle stihr MS193T
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1 Pole Pruner. 2 Stroke Echo PPF2lO
1 Pole Pruner, 2 Stroke Husovarna 327PT505
2 Trimmer,4 Stroke stihr FS130R
1 Trimmer. 2 Stroke stihl HS87R
City of Carpinteria
COUNCIL AGENDA STAFF REPORT
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
A Maintenance Agreement with the California Department of Transportation concerning the Carpinteria High School Area Crosswalk Safety Improvement Project.
STAFF RECOMMENDATION
Authorize the City Manager to execute a Maintenance Agreement with the California Department of Transportation for the Carpinteria High School Area Crosswalk Safety Improvement Project.
Sample Motion: I move to authorize the City Manager on behalf of the City to execute a Maintenance Agreement with the California Department of Transportation for the Carpinteria High School Area Crosswalk Safety Improvement Project. (This motion requires a roll call vote.)
BACKGROUND
The Carpinteria High School Area Crosswalk Safety Improvement Project includes removing the existing flashing beacon crosswalk system and replacing with a highintensity activated crosswalk system. The project was determined to be necessary and approved by the City Council for inclusion in the Capital Improvement Plan after engineering and traffic study of pedestrian, bicycle, and vehicle volume and movements in the Carpinteria High School area. The project location is situated on both a Santa Barbara County Flood Control and Water Conservation District (County) parcel and the State of California (State) right-of-way of State Route 192/Foothill Road at the frontage of Carpinteria High School, 4810 Foothill Road. The project is also a part of Franklin Creek Trail.
The project is currently under design in the preliminary engineering plan phase. As part of this phase, the City needs to acquire rights to construct and maintain the proposed project improvements. The right-of-way acquisitions involve individual agreements with the County and State, respectively. On August 28, 2023, the City Council authorized the City Manager to execute a Real Property License Agreement with the County for the Project. A Maintenance Agreement from the California Department of Transportation (Caltrans) is needed in order for the project to use said State right-of-way.
Maintenance Agreement for the Carpinteria High School Area Crosswalk Safety Improvement Project November 27, 2023
The purpose of this agenda item is for the City Council to authorize the City Manager to execute a Maintenance Agreement with Caltrans for the Carpinteria High School Area Crosswalk Safety Improvement Project.
DISCUSSION
Caltrans requires a Maintenance Agreement to be executed prior to issuance of a Caltrans Encroachment Permit for the project. A copy of the draft Maintenance Agreement is shown as Attachment A. The draft Maintenance Agreement proposes to establish the City's obligations concerning operation and maintenance of the project improvements. In brief, the City's obligations include operation and maintenance of signage, sidewalk, fencing, pavement markings, lighting, electrical supply, graffiti and debris removal, and sweeping. A detailed description of the State right-of-way involved is shown as Exhibit A of the draft Maintenance Agreement.
A budget of the ongoing maintenance for all traffic control devices within the City's purview is programmed in every fiscal year, and the proposed high-intensity activated crosswalk system from the project thereafter completion will be a part of the annual budget. Maintenance cost of the existing flashing beacon crosswalk system is a part of current fiscal year budget, and no additional funding is being requested for in staff's recommendation.
POLICY CONSISTENCY
The project is a part of the adopted Capital Improvement Plan 1 . Approval of the
Agreement will allow work on the Project to proceed. The project, which will enhance the Highway 192/Foothill Road pedestrian and bicycle crossing has previously been found by the Council to be consistent with various policies of the General Plan and Local Coastal Plan including, but not limited to, the following:
Circulation Element
Objective C-7: Build demand for alternative transportation use by increasing ease, effectiveness, and social acceptability, and through foresighted planning.
Policies:
C-7b. Develop safe and direct pedestrian accessibility between residential areas, schools, parks, and shopping areas in both new and existing urban areas.
Objective C-8: Support and develop safe, direct and well-maintained bicycle and pedestrian systems and recreational boating facilities that serve all segments of the public.
Policies:
1 City Council Resolution No. 6153
Maintenance Agreement for the Carpinteria High School Area Crosswalk Safety Improvement Project November 27, 2023
C-Ba. Integrate the development of bicycle routes and pedestrian pathways in additional areas of the city, and encourage the utilization of such routes for commuting as well as recreational purposes.
C-Bf Encourage pedestrian movement by providing pedestrian facilities that are direct and convenient, particularly in the beach and downtown areas.
Open Space, Recreation & Conservation Element
Objective OSC-14: Provide for adequate park and recreation facilities to meet the needs of the community and visitors.
Policies:
OSC-14a. Increase coastal and recreational access for all segments of the population, including the disabled and elderly, while protecting natural resources, particularly environmentally sensitive habitat areas.
Objective OSC-15: Maintain the existing trail system and provide additional recreation and access opportunities by expanding the trail system.
Policies:
OSC-15a. The City's trail system shall be maintained and expanded upon based upon Figure C-3, the Trails Map, and, if approved by the Coastal Commission in an amendment to its Local Coastal Plan, the Trails Master Plan or similar implementing document.
OSC-15b. Support enhancement of access trails along creekways designated as open space up to the foothills of the Santa Ynez mountain range. This should include exploring trail development for public use along the Edison easement behind Carpinteria High School, ending on the first ridge above the city. This should be linked to the old Franklin trail, leading to the ridge up to East Camino Cielo. Trail restoration and enhancement of easement areas should be pursued to restore the natural beauty along these trails by negotiating with property owners, the school district, and the National Forest, to redesign trails and adopt protective fencing methods.
FINANCIAL CONSIDERATIONS
No Additional Funding Requested. The project is programmed in the City's Fiscal Year 2023/24 Budget. The programmed funding sources includes the annual formula funding allocation of Measure A and Measure X. Further, the project is programmed in the Revised Measure A Five-Year Local Program of Projects, as approved by the City Council on May 22, 2023 (Resolution No. 6243).
Maintenance Agreement for the Carpinteria High School Area Crosswalk Safety Improvement Project November 27, 2023
LEGAL AND RISK MANAGEMENT CONSIDERATIONS
The City Attorney's Office reviewed the proposed Maintenance Agreement and finds no exceptions as to form.
OPTIONS
1. Authorize the City Manager to execute a Maintenance Agreement with the California Department of Transportation for the Carpinteria High School Area Crosswalk Safety Improvement Project. (Staff recommendation)
2. Provide staff with direction concerning changes to the Maintenance Agreement.
The Maintenance Agreement is Caltrans' standard form and is required for the project. While it may be proposed by the City, requesting for changes to the Maintenance Agreement at this juncture would likely delay the delivery of the project.
3. The City Council could choose to not enter into the Maintenance Agreement; however, this would not allow the project to move forward.
PRINCIPAL PARTIES EXPECTED AT MEETING
There are no parties expected at this meeting.
ATTACHMENTS
Attachment A: Maintenance Agreement
Staff contact:
John L. Ilasin, Public Works Director
(8050 880-3402; [email protected]
Reviewed by:
Dave Durflinger, City Manager
(805) 755-4400: [email protected]
ATTACHMENT A
Maintenance Agreement
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City of Carpinteria PSMA - Carpinteria HS HA WK
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PROJECT SPECIFIC MAINTENANCE AGREEMENT
WITH CITY OF CARPINTERIA
THIS AGREEMENT is made effective this __ day of , 20_, by and between the State of California, acting by and through the Department of Transportation, hereinafter referred to as "STATE" and the CITY of CARPINTERIA; hereinafter referred to as "CITY"; and collectively referred to as "PARTIES."
SECTION I
RECITALS
1. Encroachment Permit Number 1010 0522 NSN was executed between CITY and ST A TE on to construct a Pedestrian Hybrid Beacon Signal System on State Route (SR) 192 at PM 17.206, hereinafter referred to as "PROJECT";
2. In accordance with the Encroachment Permit provisions, the PARTIES agree prior to or upon PROJECT completion, CITY and STATE will enter into a Maintenance Agreement; and
3. The PARTIES hereto mutually desire to identify the maintenance responsibilities of CITY for the PROJECT constructed within the STATE right of way under the Encroachment Permit Number 1010 0522 NSN.
NOW THEREFORE, IT IS AGREED AS FOLLOWS:
SECTION II
AGREEMENT
1. Exhibit A consists of plan drawings that delineate and describe the areas within ST A TE right of way which are the responsibility of the CITY to maintain in accordance with this Agreement.
2. If there is mutual agreement on a change in the maintenance responsibilities between PARTIES, the PARTIES can revise the Exhibit A, B, C, or D by a mutual written execution of the exhibit.
3. CITY must obtain the necessary Encroachment Permits from STATE's District 5 Encroachment Permit Office prior to entering STATE right of way to perform CITY maintenance responsibilities. This permit will be issued at no cost to CITY.
4. PEDESTRIAN/BICYCLE CROSSING AND PEDESTRIAN HYBRID BEACON SIGNAL. The PROJECT will be constructed as a permitted encroachment within STATE's right of Tracking No.# 05-23-MB06
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way. CITY is solely responsible for, and will maintain at CITY expense, a safe facility for pedestrian use along the entire length of the crossing by providing maintenance for the hybrid beacon system as determined by the State, that includes but is not limited to, structural adequacy, signage, sidewalk, fencing, pavement markings, lighting, electrical supply and wiring, graffiti removal, sweeping and debris removal, and all other work necessary to comply with State Standards.
4.1. Graffiti Removal. LOCAL AGENCY, at LOCAL AGENCY's sole cost and expense, shall remove all graffiti from the PROJECT. LOCAL AGENCY is solely responsible for ensuring that any graffiti that in any way resembles a mural, artwork, paintings, or other similar elements shall not be removed without the written authorization of ST A TE. Graffiti removal must protect air and water quality as required by law.
LOCAL AGENCY shall conform to the terms stated in STATE's Maintenance Manual, Volume 1, Chapter D, Dl .06.
5. LEGAL RELATIONS AND RESPONSIBILITIES
5.1. Nothing within the provisions of this Agreement is intended to create duties or obligations to or rights in third parties not parties to this Agreement or to affect the legal liability of a PARTY to the Agreement by imposing any standard of care with respect to the operation and maintenance of STA TE highways and local facilities different from the standard of care imposed by law.
5.2. Neither CITY nor any officer or employee thereof is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by, under or in connection with any work, authority or jurisdiction conferred upon ST A TE under this Agreement. It is understood and agreed that ST A TE shall fully defend, indemnify and save harmless CITY and all of its officers and employees from all claims, suits or actions of every name, kind and description brought forth under, including, but not limited to, tortious, contractual, inverse condemnation or other theories or assertions of liability occurring by reason of anything done or omitted to be done by ST ATE under this Agreement.
5.3. Neither ST A TE nor any officer or employee thereof is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by CITY under or in connection with any work, authority or jurisdiction conferred upon CITY under this Agreement. It is understood and agreed that CITY shall fully defend, indemnify and save harmless ST A TE and all of its officers and employees from all claims, suits or actions of every name, kind and description brought forth under, including but not limited to, tortious, contractual, inverse condemnation or other theories or assertions of liability occurring by reason of anything done or omitted to be done by CITY under this Agreement.
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6. PREVAILING WAGES:
6.1. Labor Code Compliance- If the work performed under this Agreement is done under contract and falls within the Labor Code section 1720(0) ( 1) definition of a "public works" in that it is construction, alteration, demolition, installation, or repair; or maintenance work under Labor Code section 1771. CITY must conform to the provisions of Labor Code sections 1720 through 1815, and all applicable provisions of California Code of Regulations found in Title 8, Chapter 8, Subchapter 3, Articles 1-7. CITY agrees to include prevailing wage requirements in its contracts for public works. Work performed by CITY'S own forces is exempt from the Labor Code's Prevailing Wage requirements.
6.2. Requirements in Subcontracts - CITY shall require its contractors to include prevailing wage requirements in all subcontracts when the work to be performed by the subcontractor under this Agreement is a "public works" as defined in Labor Code Section 1720(0) ( 1) and Labor Code Section 1771. Subcontracts shall include all prevailing wage requirements set forth in CITY's contracts.
7. INSURANCE
7.1. SELF-INSURED - CITY is self-insured. CITY agrees to deliver evidence of self-insured coverage providing general liability insurance, coverage of bodily injury liability and property damage liability, naming STATE, its officers, agents and employees as the additional insured in an amount of $1 million per occurrence and $2 million in aggregate and $5 million in excess. Coverage shall be evidenced by a certification of self-insurance letter ("Letter of Self-Insurance"), satisfactory to STATE, certifying that CITY meets the coverage requirements of this section. This Letter of Self-Insurance shall also identify the PROJECT location as depicted in EXHIBIT A. CITY shall deliver to STATE the Letter of Self-Insurance with a signed copy of this AGREEMENT. A copy of the executed Letter of Self-Insurance is attached hereto and incorporated as Exhibit B.
7.2. SELF-INSURED using Contractor - If the work performed under this AGREEMENT is done by CITY's contractor(s), CITY shall require its contractor(s) to maintain in force, during the term of this AGREEMENT, a policy of general liability insurance, including coverage of bodily injury liability and property damage liability, naming ST A TE, its officers, agents and employees as the additional insured in an amount of $1 million per occurrence and $2 million in aggregate and $5 million in excess.
Coverage shall be evidenced by a certificate of insurance in a form satisfactory to the STA TE that shall be delivered to the ST A TE with a signed copy of this Agreement.
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8. TERMINATION - This Agreement may be terminated by mutual written consent by PARTIES or by STATE for cause. CITY's failure to comply with the provisions of this Agreement may be grounds for a Notice of Termination by STATE.
9. TERM OF AGREEMENT - This Agreement shall become effective on the date first shown on its face sheet and shall remain in full force and effect until amended or terminated as set forth in Article 8 above.
PARTIES are empowered by Streets and Highways Code Section 114 and 130 to enter into this Agreement and have delegated to the undersigned the authority to execute this Agreement on behalf of the respective agencies and covenants to have followed all the necessary legal requirements to validly execute this Agreement. 4 Tracking No.# 05-23-MB06
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IN WITNESS WHEREOF, the PARTIES hereto have set their hands and seals the day and year first above written.
THE CITY OF CARPINTERIA STATE OF CALIFORNIA
DEPARTMENT OF TRANSPORTATION
By: _
Al Clark, Mayor
Initiated and Approved
By:----------
Dave Durflinger, City Manager
By:----------
Deputy District Director
Maintenance - District 5
ATTEST:
By: _
Brian C. Barrett, CMC, CPMC,
City Clerk
APPROVED AS TO FORM
By: _
Jena S. Acos, on behalf of
Brownstein Hyatt Farber Schreck
acting as City Attorney
5 Draft date
EXHIBIT A
(Plan map identifying the applicable STATE Route and CITY road(s) and facilities)
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EXHIBIT A
January 4, 2023
EXHIBIT B - LETTER OF CERTIFICATE OF CITY CARPINTERIA ST A TEMENT OF
SELF INSURANCE
Caltrans - District 5
ATTN: Berkeley Lindt-Senior Maintenance Engineer
City of Carpinteria
Finance Department
__ 20_
RE: Statement of Self Insurance for City of Carpinteria Related to Project Specific Maintenance Agreement with State of California Department of Transportation ("STATE") for the Pedestrian Hybrid Beacon Signal System along Highway 192 at Postmile 17.206
Dear Berkeley,
The purpose of this letter is to certify that the CITY is self-insured and self-funded covering third-party claims arising out of its general operations (for example, commercial general liability and automobile liability insurance). Further the CITY is self-insured covering workers' compensation claims and has received the consent of the State Department of Industrial Relations to do so.
Each fiscal year, as a part of its budgetary process, the CITY appropriates funds specifically to satisfy valid third-party claims and workers' compensation claims, which may be brought against the CITY.
The CITY certifies its self-insured, general liability coverage for bodily injury liability and property damage liability, meets the required coverage amounts in section 7 (INSURANCE) of the Maintenance Agreement, specifically general liability insurance, coverage of bodily injury liability and property damage liability in an amount of$ l million per occurrence and $2 million in aggregate and $5 million in excess. The CITY further represents that regarding any claims made in connection with the Maintenance Agreement by the STATE, the STATE will be first-in-line regarding the reserved, self-insured amounts.
If you need any additional information regarding this letter, please direct those inquires through my office.
Sincerely,
FINANCE MANAGER
City of Carpinteria
COUNCIL AGENDA STAFF REPORT
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
Ordinance No. 774, an Ordinance of the City Council of the City of Carpinteria, California, Amending Chapter 2.06 of Title 2 (City Council District Elections) and Chapter 3.34 of Title 3 (Revenue and Finance) of the Carpinteria Municipal Code Regarding Fee and Service Charge Revenue/Cost Comparison System, and Resolution No. 6282, Approving and Adopting the City's Master Fee Schedule.
STAFF RECOMMENDATION
1. Introduce and approve Ordinance No. 774, as read by title only, and continue the second reading of the ordinance for adoption to December 11, 2023; and
2. Approve and adopt Resolution No. 6282, updating the City's Master Fee Schedule.
Sample Motion: I move to
1. Approve and waive first reading of Ordinance No. 774, as read by title only, and continue the second reading for adoption to December 11, 2023, and;
2. Adopt Resolution No. 6282, approving the City's Master Fee Schedule. (Requires reading of ordinance title and a roll call vote.)
BACKGROUND
The City has completed a Cost of Service Study (Study) designed to determine the level of fees necessary to ensure the City recovers the full cost of providing the various services it makes available to the public. The Study is a step toward updating the City's Master Fee Schedule (Fee Schedule), which is adopted by resolution of the City Council.
At a Special City Council meeting of October 30, 2023, the City Council reviewed and filed the Study. The City Council provided direction to staff and continued the meeting to Amending CMC and Master Fee Schedule
November 27, 2023
November 13, 2023. City staff, requiring additional time, requested the City Council continue the matter to the meeting of November 27, 2023.
The purpose of this agenda item is for the City Council to consider and approve various municipal code amendments related to fees and charges, and to consider and approve the Master Fee Schedule (see Exhibit 1 ). Included in this staff report are Attachment A, the Ordinance, and Attachment B, the Resolution being recommended for approval.
DISCUSSION
Amendment to CMC Chapter 2.06, City Council District Elections.
The Study proposes a new fee entitled "Elections Candidate Processing," which is a filing fee for each City Council candidate's nomination papers. California Elections Code Section 10228 authorizes the City Council to set the candidate filing fee by ordinance in a not-to-exceed amount of $25. Ordinance No. 774, includes, in part, a proposed amendment to CMC Chapter 2.06 (CITY COUNCIL DISTRICT ELECTIONS) to include establishing the $25 candidate filing fee.
The proposed amendment would add the following sections to Chapter 2.06 and read as follows:
2.06.060 - Candidate Filing Fee.
A In accordance with Section 10228 of the California Elections Code, as such section may be amended from time to time, it is hereby determined that a filing fee for each City Council candidate's nomination papers for elective office shall be established by resolution of the City Council.
B. The filing fee established in subsection (A) of this section shall be payable at the time of submission of nomination papers to the City Clerk.
C. Filing fees collected pursuant to this article shall be paid into the General Fund of the City.
2.06.070 - Petition in Lieu of Fees.
A Notwithstanding any other provision of this chapter, a candidate for City Council may submit, in lieu of all or part of the required filing fee, a petition containing four qualified signatures for each dollar of the filing fee not paid.
B. Within the meaning of this section, a qualified signature is the signature of a person who, at the time of providing such signature, is a registered voter of the City and a resident of the geographical area making up the district from which the Councilmember candidate is to be elected.
G:\CC Staff Reports\2023 1127\Draft\Amending CMC and Master Fee Schedule\Amending CMC and Master Fee Schedule.docx
Amending CMC and Master Fee Schedule
November 27, 2023
C. Any petition submitted pursuant to this section in lieu of all or part of the required filing fee shall be submitted to the City Clerk with nomination papers related thereto, together with the amount of the filing fee, if any, remaining to be paid.
2.06.080 - Extension of Filing Date.
A. Nothing contained in this chapter shall be construed to extend or otherwise modify the period of time for filing nomination papers for candidates of City Council office.
Amendment to CMC Chapter 3.34, Revenue and Finance.
City staff is recommending changes to certain provisions of Chapter 3.34 (REVENUE AND FINANCE) of Title 3 of the CMC in order to support the effective and efficient process of annually updating the City's Master Fee Schedule. The proposed change removes the percentage recovery of the costs reasonably borne table that will be included in the annual fee resolution during the mid-year process. This change provides efficiency as well as transparency during the annual review. Attachment C provides the current CMC provision and Attachment D is the red line version of the proposed amendments to the CMC provision.
The proposed amendment to CMC Chapter 3.34 would modify Section 3.34.040 to read as follows:
3.34.040 - Schedule of Fees and Service Charges.
A. Fees and service charges for regulations, products, and services shall be established in a master fee schedule adopted by resolution of the city council so as to recover costs reasonably borne and necessary to provide the regulation, product, or service. The master fee schedule shall be adopted annually by resolution of the city council but may be modified more frequently at the discretion of the city council.
B. The regulations, products, and services shall be as defined in the most recent cost of service study received by the city council, and may be amended/updated from time to time, a copy of which shall be on file in the office of the city clerk.
C. For the purpose of this chapter, "fee and/or charge" includes any required deposit relating to a regulation, product, or service enumerated in this section, which deposit is to be applied against such fee and/or charge.
Adoption of Master Fee Schedule.
As the City's costs to provide these types of services change over time, the City's fees and service charges should also change accordingly. Based on the Study prepared by RCS, an update of the City's Master Fee Schedule is warranted at this time in order to ensure adequate cost recovery (Exhibit 1 ).
G:\CC Staff Reports\2023 1127\Draft\Amending CMC and Master Fee Schedule\Amending CMC and Master Fee Schedule.docx
Amending CMC and Master Fee Schedule
November 27, 2023
Page4
Ensuring City costs are fully recovered for the provision of consumer or fee-based services is a critical element in fiscal stabilization for the City. While having an understanding of the minimum fee/charge necessary for cost recovery is essential in both local government and private business, unlike private business, which may set fees/charges in order to make a profit, California cities are limited by state law to recovering only up to actual costs and not more. Conversely, fees/charges that do not recoup the entire actual costs result in a subsidy.
In the future, City staff will annually bring back to the City Council an updated Master Fee Schedule that reflects the Consumer Price Index (CPI) adjustment based on Los Angeles-Long Beach-Anaheim for the month of December (rounded to the nearest dollar) and included during the Mid-Year Budget process. The effective date of the City's Master Fee Schedule, if approved by the City Council is January 29, 2024.
Government Code Section 66017 requires the adoption of certain fees or charges shall be effective no sooner than 60 days following the final adoption of the fee or charge or increase in the fee or charge.
POLICY CONSISTENCY
While most of the cost recovery targets are 100%, some are less. Electing to collect fees that recover less than 100% of the City's costs for providing a service is a policy choice. Ensuring City costs are fully recovered for the provision of consumer or feebased services is a critical element in fiscal stabilization for the City. While having an understanding of the minimum fee/charge necessary for cost recovery is essential in both local government and private business, unlike private business, which may set fees/charges in order to make a profit, California cities are limited by state law to recovering only up to actual costs and not more.
FINANCIAL CONSIDERATIONS
City Council approval of this action would establish a revised Master Fee Schedule, that is anticipated to increase General Fund revenues by approximately $156,150 in Fiscal Year 2023-24 based on estimated levels of activity. The additional revenue would offset the corresponding increase in costs necessary to provide the services.
LEGAL AND RISK MANAGEMENT CONSIDERATIONS
The City Attorney has reviewed this Agenda item and will be available to answer questions at the meeting.
PRINCIPAL PARTIES EXPECTED AT MEETING
None.
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Amending CMC and Master Fee Schedule
November 27, 2023
ATTACHMENTS
Attachment A: Ordinance No. 774
Attachment B: Resolution No. 6282
Attachment C: CMC Section 3.34.040 - Schedule of fees and service charges
CURRENT VERSION
Attachment D: CMC Section 3.34.040 - Schedule of fees and service charges
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Reviewed by: Dave Durflinger, City Manager
[email protected]; (805) 755-4400
G:\CC Staff Reports\2023 1127\Draft\Amending CMC and Master Fee Schedule\Amending CMC and Master Fee Schedule.docx
ATTACHMENT A
Ordinance No. 774
ORDINANCE NO. 774
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
CARPINTERIA AMENDING CHAPTER 2.06 (CITY COUNCIL DISTRICT ELECTIONS) OF TITLE 2 TO ADD SECTIONS 2.06.060, 2.06.070, AND
2.06.080; AND CHAPTER 3.34 (REVENUE AND FINANCE) OF TITLE 3 TO MODIFY SECTION 3.34.040 RELATING TO SCHEDULE OF FEES
AND SERVICE CHARGES
WHEREAS, pursuant to Article XIIIB of the California Constitution and Carpinteria Municipal Code (CMC) Chapter 3.34, it is the intent of the City Council to require the ascertainment and recovery of costs reasonably borne from fees, charges, and regulatory license fees in; and
WHEREAS, CMC Chapter 3.34 provides a mechanism for ensuring that fees adopted annually by the City Council by resolution do not exceed the reasonable estimated cost for providing the regulation, products or services for which the fees are charged; and
WHEREAS, "costs reasonably borne" shall include all direct and indirect costs, fixed asset recovery expenses, general and departmental overhead, and debt services costs as further defined in CMC Section 3.34.030; and
WHEREAS, pursuant to CMC Section 3.34.020 the City Manager has been delegated the authority to implement said City Council policy to establish or adjust the amount of fees and charges to recover the percentage of costs reasonably borne in providing the regulation, product, or service; and
WHEREAS, the City of Carpinteria has prepared a Cost of Services Study, dated September 2023 which was presented to the City Council at a public hearing on October 9, 2023, and October 30, 2023; and
WHEREAS, the City Council directed staff to initiate the update of the City's Master Fee Schedule and CMC Chapter 3.34; and
WHEREAS, pursuant to California Elections Code Section 10228, the Master Fee Schedule includes a new fee entitled "Elections Candidate Processing" which is a filing fee for each City Council candidate's nomination papers; and WHEREAS, the City Manager is recommending amending Chapter 2.06 (CITY COUNCIL DISTRICT ELECTIONS) of Title 2 of the CMC to incorporate said Candidate Filing Fee; and
WHEREAS, the City Manager is recommending changes to certain provisions of Chapter 3.34 (REVENUE AND FINANCE) of Title 3 of the CMC in order to support the effective and efficient process of annually updating the City's Master Fee Schedule.
Ordinance No. 77 4
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. AMENDING CHAPTER 2.06 (CITY COUNCIL DISTRICT ELECTIONS) OF TITLE 2 OF THE CARPINTERIA MUNICIPAL CODE New Sections 2.06.060 titled "Candidate Filing Fee", 2.06.070 titled "Petition in Lieu of Fees" and 2.06.080 titled "Extension of Filing Date" are hereby added to the City's municipal code as follows:
"2.06.060 - Candidate Filing Fee.
(A) In accordance with Section 10228 of the California Elections Code, as such section may be amended from time to time, it is hereby determined that a filing fee for each City Council candidate's nomination papers for elective office shall be established by resolution of the City Council.
(B) The filing fee established in subsection (A) of this section shall be payable at the time of submission of nomination papers to the City Clerk. (C) Filing fees collected pursuant to this article shall be paid into the General Fund of the city.
2.06.070 - Petition in Lieu of Fees.
(A) Notwithstanding any other provision of this chapter, a candidate for City Council may submit, in lieu of all or part of the required filing fee, a petition containing four qualified signatures for each dollar of the filing fee not paid. (B) Within the meaning of this section, a qualified signature is the signature of a person who, at the time of providing such signature, is a registered voter of the City and a resident of the geographical area making up the district from which the Councilmember candidate is to be elected.
(C) Any petition submitted pursuant to this section in lieu of all or part of the required filing fee shall be submitted to the City Clerk with nomination papers related thereto, together with the amount of the filing fee, if any, remaining to be paid.
Ordinance No. 77 4
2.06.080 - Extension of Filing Date.
(A) Nothing contained in this chapter shall be construed to extend or otherwise modify the period of time for filing nomination papers for candidates of City Council office."
SECTION 3. AMENDING SECTION 3.34.040 IN CARPINTERIA MUNICIPAL CODE CHAPTER 3.34 (SCHEDULE OF FEES AND SERVICE CHARGES) OF TITLE 3 (REVENUE AND FINANCE)
Section 3.34.040 in CMC Chapter 3.34 (Schedule of Fees and Service Charges) of Title 3 (Revenue and Finance) is hereby amended to read as follows:
"3.34.040 - Schedule of Fees and Service Charges.
(A) Fees and service charges for regulation, product, and service shall be established in a master fee schedule adopted by resolution of the city council so as to recover costs reasonably borne and necessary to provide the regulation, product, or service. The master fee schedule shall be adopted annually by resolution of the city council but may be modified more frequently at the discretion of the city council.
(B) The regulation, product, and service shall be as defined in the most recent cost of service study received by the City Council, and may be amended/updated from time to time, a copy of which shall be on file in the office of the city clerk. (C) For the purpose of this chapter, "fee and/or charge" includes any required deposit relating to a regulation, product, or service enumerated in this section, which deposit is to be applied against such fee and/or charge." SECTION 4. EFFECTIVE DATE
This Ordinance shall be in full force and effect on January 29, 2024, sixty (60) days following adoption ..
SECTION 5. 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 decision shall not affect the validity of the remaining portions of this Ordinance, and each and all provisions hereof, irrespective of the fact that one or more provisions may be declared invalid.
SECTION 6. CEQA EXEMPTION
The City Council finds that this Ordinance is not subject to the California Environmental Quality Act ("CEQA") pursuant to State CEQA Guidelines Sections Ordinance No. 774
Page4
15060(c)(3) (this activity is not a "project" as defined in § 15378) and 15060(c)(2) (this activity will not result in a direct or reasonably foreseeable change in the environment).
SECTION 7. LIMITED EFFECT
Except as explicitly provided herein, all other provisions of CMG Chapters 2.06 and
3.34 shall remain unchanged and in full force and effect.
PASSED, APPROVED AND ADOPTED on November 27, 2023, by the following vote:
AYES: COUNCILMEMBER(S):
NOES: COUNCILMEMBER(S):
ABSENT: COUNCILMEMBER(S):
ABSTAIN: COUNCILMEMBER(S):
Mayor, City of Carpinteria
ATTEST:
Brian C. Barrett, CMG, CPMC
City Clerk, City of Carpinteria
I hereby certify that the foregoing Ordinance was duly and regularly introduced and adopted at a regular meeting of the City Council of the City of Carpinteria held on November 13, 2023.
Brian C. Barrett, CMG, CPMC
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
ATTACHMENT B
Resolution No. 6282
RESOLUTION NO. 6282
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARPINTERIA UPDATING THE MASTER FEE SCHEDULE
PURSUANT TO CHAPTER 3.34 OF THE CARPINTERIA MUNICIPAL CODE WHEREAS, pursuant to Article XIIIB of the California Constitution and Carpinteria Municipal Code (CMC) Chapter 3.34, it is the intent of the City Council to require the ascertainment and recovery of costs reasonably borne from fees, charges, and regulatory license fees; and
WHEREAS, CMC Chapter 3.34 provides a mechanism for ensuring that fees adopted by the City do not exceed the reasonable estimated cost for providing the regulation, products or services for which the fees are charged; and WHEREAS, "costs reasonably borne" shall include all direct and indirect costs, fixed asset recovery expenses, general and departmental overhead, and debt service costs as further defined in CMC Section 3.34.030; and
WHEREAS, pursuant to CMC Section 3.34.020, the City Manager has been delegated the authority to implement said City Council policy to establish or adjust the amount of fees and charges to recover the percentage of costs reasonably borne in providing the regulation, product, or service; and
WHEREAS, the City entered into an agreement with Revenue & Cost Specialists, LLC (RCS) to conduct a study to ascertain such costs reasonably borne and the attendant fees and charges necessary to recover the specified percentage of such costs; and WHEREAS, said study has been completed and is available in the City Clerk's office.
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
SECTION 1. The above recitals are true and correct, and incorporated herein by reference.
SECTION 2. The Master Fee Schedule, attached herein as Exhibit 1 and incorporated by reference, shall be modified as shown to reflect the recommended fees as per the RCS Study.
SECTION 3. The City Manager or his/her designees may exercise discretion to require a deposit amount less than that stipulated in the Master Fee Schedule, if necessary.
Resolution No. 6282
PASSED, APPROVED AND ADOPTED on the November 27, 2023, by the following vote:
AYES: COUNCILMEMBER(S):
NOES: COUNCILMEMBER(S):
ABSENT: COUNCILMEMBER(S):
ABSTAIN: COUNCILMEMBER(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 November 27, 2023.
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
EXHIBIT 1: Master Fee Schedule
EXHIBIT 1 TO RESOLUTION NO. 6282
CITY OF CARPINTERIA
Master Fee Schedule (Proposed)
Effective January 29, 2024
Per Resolution 6282, Adopted November 27, 2023
No REF No SERVICE PROVIDER DEPOSIT FEE RECOVERY%
$35 plus a Fee based on the most current Building
Valuation Table published by the International Code Council; or the RCS "Fully Burdened" hourly rate for all personnel involved (See Appendix A), plus any out-of-pocket expenses Initial deposit determined by for contract personnel, special equipment or supplies, or Community Development state or county fees applicable charged against a deposit; 1 S-00100 BUILDING PLAN CHECK & INSPECTION CD-DEV.REV+BLDG Director whichever captures the full cost of the Citv. 100% 2 S-00120 DEMOLITION PERMIT CD-DEV.REV+BLDG $1,280 Actual Costs 100% Initial Application - $390
3 S-00190 SHORT-TERM RENTAL LICENSE CD-DEV.REV+BLDG Renewal - $20 auarterlv olus $15 business license annuaUv 100% 4 S-00210 TEMPORARY USE PERMIT· ADMIN CD-DEV.REV+BLDG $735 100% 5 S-00220 TEMPORARY USE PERMIT· COMMISSION CD-DEV.REV+BLDG $2 500 Actual Costs 100% 6 S-00310 FENCE/SIGN PERMIT • ADMIN CD-DEV.REV+BLDG $620 100% 7 S-00315 FENCE/SIGN PERMIT • ARB CD-DEV.REV+BLDG $2,500 Actual Costs 100% 8 S-03030 PLAN DUPLIC. WRITTEN AUTHORIZATION CD-DEV.REV+BLDG 91 per plan plus mailing costs 100% 9 S-00340 SIGN PROGRAM REVIEW CD-DEV.REV+BLDG $2 500 Actual Costs 100% 10 S-00350 HOME OCCUPATION PERMIT CD-DEV.REV+BLDG $75 100% 11 S-00420 GENERAL PLAN AMENDMENT CD-DEV.REV+BLDG $15 000 Actual Costs 100% 5% surcharge on all building permits excluding the
remodeling of owner-occupied single family dwellings and 12 S-00425 GENERAL PLAN MAINTENANCE SURCHARGE CD-PLANNING business tenant imorovements. 50% 13 S-00520 LOCAL COASTAL PROGRAM AMENDMENT CD-DEV.REV+BLDG $15 000 Actual Costs 100% 14 S-00800 VARIANCE CD-DEV.REV+BLDG $5 000 Actual Costs 100% 15 S-00910 CONDITIONAL USE PERMIT CD-DEV.REV+BLDG $7,500 Actual Costs 100% 16 S-01000 ARCHITECTURAL REVIEW CD-DEV.REV+BLDG $2,500 Actual Costs 100% 17 S-01100 TENTATIVE TRACT MAP CD-DEV.REV+BLDG $11,000 Actual Costs 100% 18 S-01200 TENTATIVE PARCEL MAP CD-DEV.REV+BLDG $11 000 Actual Costs 100% 19 S-01310 APPEAL TO PLANNING COMMISSION CD-OEV.REV+BLDG $1 260 oer aooeal /66% Subsidvl 34% 20 S-01320 APPEAL TO THE CITY COUNCIL CD-DEV.REV+BLDG $1 330 /68% Subsidv) 34% 21 S-01400 CONCEPT PLAN REVIEW CD-DEV.REV+BLDG $7,000 Actual Costs 100% 22 S-01410 PRE-APPLICATION REVIEW CD-DEV.REV+BLDG $1,500 Actual Costs 100% 23 S-01510 DEVELOPMENT PLAN REVIEW CD-DEV.REV+BLDG $7,500 Actual Costs 100% 24 S-02200 LOT LINE ADJUSTMENT CD-DEV.REV+BLDG $5,500 Actual Costs 100% 25 S-02210 SB9 LOT SPLIT CD-DEV.REV+BLDG $5 500 Actual Costs 100% 26 S-02220 LOT MERGER CD-DEV.REV+BLDG $2 500 Actual Costs 100% 27 S-02310 COASTAL DEVELOPMENT PERMIT· ADMIN CD-DEV.REV+BLDG $2,500 Actual Costs 100% 28 S-02315 COASTAL DEVELOPMENT PERMIT· DISCR. CD-OEV.REV+BLDG $5,000 Actual Costs 100% 29 S-02400 NEW/AMENDED SPECIFIC PLAN CD-DEV.REV+BLDG $15 000 Actual Costs 100% 30 S-03000 CERTIFICATE OF COMPLIANCE REVIEW CD-OEV.REV+BLDG $7 500 Actual Costs 100% 31 S-03025 ZONING LETTER CD-DEV.REV+BLDG $530 100%
PUBLIC WORKS
32 S-03400 R.O.W. VACATION PROCESSING PW-ADMINISTRATION $5 ODO Actual Costs 100% 33 S-03420 FINAL TRACT MAP/REVERS. TO ACREAGE PW-ADMINISTRATION $10 000 Actual Costs 100% 34 S-03425 FINAL PARCEL MAP PW-ADMINISTRATION $10 000 Actual Costs 100% 35 S-03430 FINAL LOT LINE ADJUST/LOT MERGER PW-ADMINISTRATION $3 000 Actual Costs 100% Initial deposit determined by
36 S-03444 ENGINEERING PLAN CHECK/INSPECTION PW-ADMINISTRATION Public Works Director Actual Costs 100% 37 S-03916 SPECIAL ANNUAL UTILITY PERMIT ISSUE PW-ADMINISTRATION $575 100% 38 S-04005 R-0-W ENCROACHMENT-ARCHITECTURAL PW-ADMINISTRATION $325 100% 39 S-04010 R-0-W ENCROACHMENT-DUMPSTER PW-ADMINISTRATION $110 100% $110- New
40 S-04030 R-0-W ENCROACHMENT-TABLES/CHAIRS PW-ADMINISTRATION $110 - Renewal 100% $435- New
41 S-04035 R-0-W ENCROACHMENT-PARKLET PW-ADMINISTRATION $215 - Five Year Renewal 100% Initial deposit determined by
42 S-04042 R-0-W ENCROACHMENT-OTHER PW-ADMINISTRATION Public Works Director $110 or Actual Costs 100% State-Mandated Fee:
$16 - single trip permit
43 S-04050 WIDE/OVERSIZE LOAD REVIEW PW-ADMINISTRATION $90 - annual oermit 15% Non-Profit Orgs. - $230 (76% Subsidy)
44 S-04070 SPECIAL EVENT-APPLICATION REVIEW PW-ADMINISTRATION Other - $950 24% Initial deposit determined by
45 S-04075 SPECIAL EVENT-SET-UP/CLEAN-UP SVC PW-ADMINISTRATION Public Works Director Actual Costs 100% Initial deposit determined by
46 S-04090 MISCELLANEOUS ENGINEERING SERVICES PW-ADMINISTRATION Public Works Director Actual Costs 100% Charging:
Peak Hours (4pm-9pm) - $0.40 per KwH
Off-Peak Hours - $0.25 per KwH
Idle Fee (7:30am-9pm) - $5 per hour after a 10 minute grace 47 S-04095 ELECTRIC VEHICLE CHARGING PW-ADMINISTRATION period after fully charged ($30 maximum\ 100%
PUBLIC SAFETY
$510 - New
48 S-00360 ANIMAL KEEPING PERMIT CD-DEV.REV+BLDG $360 - Renewal 100% $510- New
49 S-00361 BREEDER/KENNEL PERMIT CD-DEV.REV+BLDG $360 • Renewal 100% 50 S-03050 LETTER OF CONVENIENCE/ABC CD-CODE COMPLIANCE $2,040 100% Actual Costs - New
51 S-04110 BUS. REGULATION -ADULT ORIENTED CD-CODE COMPLIANCE $2 500 • New $475 • Renewal 100% 52 S-04140 BUS. REGULATION - FILMING· TIER I CO-CODE COMPLIANCE $480 100% 53 S-04142 BUS. REGULATION· FILMING· TIER 11 CD-CODE COMPLIANCE $1,500 Actual Costs 100% $570 + Actual Costs - New
54 S-04160 BUS. REGULATION • SOLICITOR/PEDDLER CD-CODE COMPLIANCE $210 - Renewal 100% $620 + Actual Costs - New
55 S-04170 BUS. REGULATION· LIVE ENTERTAINMENT CD-CODE COMPLIANCE $225 - Renewal 100% Actual Costs - New
56 S-04182 BUS. REGULATION - MASSAGE ESTABLISH CD-CODE COMPLIANCE $1 500 • New $445 - Renewal 100% INITIAL PERMIT: S390
57 S-04184 BUS. REGULATION • MASSAGE THERAPIST CD-CODE COMPLIANCE RENEWAL: $390 100% Actual Costs - New
58 S-04185 MISC. BUSINESS BACKGROUND PERMIT CD-CODE COMPLIANCE $1,500 • New $475 - Renewal 100% 59 S-04400 SHOPPING CART IMPOUND RELEASE CO-CODE COMPLIANCE Actual Costs 100% 60 S-04410 CODE ENFORCEMENT INSPECTION CD-CODE COMPLIANCE Actual Costs 100% 61 S-04420 INSPECTION/ABATEMENT WARRANT CD-CODE COMPLIANCE Actual Costs 100% 62 S-04430 NUISANCE ABATEMENT CD-CODE COMPLIANCE Actual Costs 100% 1st & 2nd R esponses - $0
3rd R esponse - $150
63 S-04500 FALSE BURGLARY ALARM RESPONSE POLICE SERVICES 4th and subseouent response in twelve month period - $300 100% 64 S-04600 VEHICLE INSPECTION POLICE SERVICES $45 100%
65 S-04700 REQUESTED ACCIDENT INVESTIGATION POLICE SERVICES $170 100%
ANNUAL DOG LICENSES
$25 - Neutered or Spayed
$100 - Unaltered
$15 - Altered and owned by Senior
66 S-05300 ANIMAL CONTROL SERVICES CD-ANIMAL REGULATION $25 - Late Fee 50% $85 - 1st Release
$130 - 2nd Release
67 S-05301 STRAY ANIMAL IMPOUND CD-ANIMAL REGULATION $220 - 3rd Release 50% Large Animals (75 pounds or more) - $75 per animal
68 S-05302 DEAD ANIMAL PICK-UP CD-ANIMAL REGULATION Other Animals - $50 per animal 50% 69 S-05304 IN-HOME ANIMAL QUARANTINE CD-ANIMAL REGULATION $300 100% 70 S-05310 ABANDONED VEHICLE REMOVAL CD-CODE COMPLIANCE $355 100%
COMMUNITY SERVICES
Adult Softball - $350 per team plus $14 umpire fee per
game
Tennis Courts:
Day Pass: Adult - $7 Senior- $5
71 S-05700 ADULT SPORTS PARKS & RECREATION 10-Visit Pass: Adult - $40 Senior- $30 100% El Carro/Viola Field Rental - $27.50 per hour, per field Field Preparation - $60 per day
BBQ/Picnic Reservation - $35 per site
Large Group Camping - $600 per day
Salt Marsh Amphitheater - $50 per hour, 2 hour minimum
72 S-06610 PARK/FIELD RENTAL PARKS & RECREATION Misc. Park Facilities - $50 100% 73 S-06700 COMMUNITY GARDEN PARKS & RECREATION $60 oer clot for six months 100% 74 S-07000 LIBRARY CARD REPLACEMENT PARKS & RECREATION - Librarv $1 oer card 100% 75 S-07100 LOST/DAMAGED LIBRARY MATERIAL REPL PARKS & RECREATION - Librarv Actual Reolacement Costs olus $5 orocessina fee 100% 76 S-07200 TEST PROCTORING PARKS & RECREATION - Librarv $45 cer test 100% Black & White - $0.15 per copy
77 S-07300 LIBRARY SELF-SERVE PRINTING PARKS & RECREATION - Librarv Color - $0.25 per copy 100% 78 S-07400 LIBRARY COLLECTION RECOVERY PARKS & RECREATION - Librarv Charae the current Black Gold costs. 100%
ADMINISTRATION
79 S-08025 MOBILE HOME-RENT ADJUSTMENT REVIEW CITY ADMINISTRATION $6 000 Actual Costs 100% 80 S-08200 RESEARCH SERVICE VARIOUS Ar.ti 1~1 r.ost5 100% 81 S-08320 DOCUMENT COPY SERVICE VARIOUS $0.25 per CODY 20% 82 S-08410 ELECTRONIC FILE COPY VARIOUS $8 per device 100% 83 S-08425 DOCUMENT CERTIFICATION CM-CITY CLERK $10 100% 84 S-08426 LIFE CERTIFICATION CM-CITY CLERK $10 100%
NEW BUSINESS:
$20 - New Out-of-City Business and Existing Changed
Owner Business
$155 - New In-City Business and Moved Business, plus
$192 for Building Inspection, if required
85 S-08530 BUSINESS LICENSE REVIEW ADM.SVCS-FINANCE RENEWAL - $20 100% $500 per permit: includes $375 County pass-through and $4 86 S-08593 TOBACCO RETAILER PERMIT ADM.SVCS-FINANCE State Pass thrcuqh 100% 87 S-08595 NSF CHECK PROCESSING ADM.SVCS-FINANCE $50 100% 88 S-08596 CREDIT CARD PROCESSING ADM.SVCS-FINANCE 4.00% 100% 89 S-08600 CABLE TV STUDIO RENTAL CITY ADMINISTRATION Actual Costs 100% 90 S-08722 AGENDA MAILING SERVICE - ANNUAL CM-CITY CLERK $290 olus 26 S.A.S.E 100% 91 S-08724 MINUTES MAILING SERVICE - ANNUAL CM-CITY CLERK $290 100% 92 S-08734 FULL AGENDA PACKET MAILING - SINGLE CM-CITY CLERK $35 100% 93 S-08740 ELECTION CANDIDATE PROCESSING CM-CITY CLERK $25 10% 94 S-08741 LOCAL INITIATIVE PROCESSING CM-CITY CLERK . $200 15% Refer to Cost of Service Study for the City of Carpinteria September 2023 filed with City Clerk and available on City's Website under Adminis trative Services Department. 'Per elections code CPI index is not applicable to theses fees.
ATTACHMENT C
Carpinteria Municipal Code Section 3.34.040 -
Schedule of Fees and Service Charges
3.34.040 - Schedule of fees and service charges.
A
The fees and service charges for the regulation, products and services listed below in this section shall be established in a master fee schedule adopted by resolution of the city council so as to recover the listed percentage of costs reasonably borne necessary to provide the listed regulation, product or service. The master fee schedule shall be adopted annually by resolution of the city council, but may be modified more frequently at the discretion of the city council.
B.
Each year, prior to the adoption of the master fee schedule resolution, the city manager and each city department head, under the direction of the city manager, shall review the fees and service charges contained in the master fee schedule and recommend to the city council appropriate adjustments to such fees and service charges so as to recover the percentage of costs reasonably borne to be recovered as set forth in this chapter for each regulation, product or service listed in this section.
v" .
The regulation, products and services as listed below in this section shall be as defined in that certain document entitled "Service Cost Update for the City of Carpinteria, California" as produced by Revenue and Cost Specialists, L.L.C. of Fullerton, California, and as may be amended I updated from time to time, a copy of which shall be on file in the office of the city clerk.
D.
Except as otherwise limited by the laws of the state of California, the percentage of costs reasonably borne to be recovered for each specified regulation, product or service, listed by the reference number utilized in the document identified in subsection C herein, is as follows:
Reference
Number
S-00100
S-00120
S-00150
S-00180
S-00210
S-00220
S-00310
S-00315
S-00340
S-00350
S-00360
S-00800
Regulation, Product or Service
Building plan check and inspection
Demolition permit
Inspection-on-sale report
Rental housing inspection
Temporary use permit-annual
Temporary use permit-Commission
Fence/sign permit-Admin.
Fence/sign permit-ARB
Sign program review
Home occupation permit (S-031)
Animal keeping permit
Variance
Percentage of Costs Reasonably
Borne to be Recovered
100.0
100.0
100.0
42.0 100.0
100.0
100.0
100.0
100.0
100.0
40.0 100.0
S
-00910
S-01000
S-01100
S-01200
S-01310
S-01320
S-01400
S-01510
S-02000
S-02200
S-02310
S-02400
S-03000
S-03025
S-03050
S-03400
S-03420
S-03425
S-03430
S-03444
S-03446
S-03448
S-03450
S-03452
S-03454
S-03456
S-03802
S-03804
S-03806
S-03808
S-03810
S-03812
S-03814
S-03916
S-04005
S-04010
S-04030
S-04040
S-04042
S-04050
S-04070
S-04075
S-04110
S-04140
S-04142
S-04160
S-04170
S-04184
S-04185
S-04186
Conditional use permit
Architectural review
Tentative tract map
Tentative parcel map
Appeal to planning commission
Appeal to the city council
Concept plan review
Development plan
Time extension
Lot line adjustment
Coastal devel. permit-Admin.
Specific plan
Certificate of compliance review
Zoning letter
Letter of convenience/ABC
R.O.W. vacation processing
Final tract map
Final parcel map
Final lot line adjustment
Engineering plan check to $2,000.00
Engineering plan check to $5,000.00
Engineering plan check to $7,500.00
Engineering plan check to $15,000.00
Engineering plan check to $25,000.00
Engineering plan check to $50,000.00
Engineering plan check over $50,000.00
Eng. inspection to $2,000.00
Eng. inspection to $5,000.00
Eng. inspection to $7,500.00
Eng. inspection to $15,000.00
Eng. inspection to $25,000.00
Eng. inspection to $50,000.00
Eng. inspection over $50,000.00
Street cut inspection-Utilities
R-O-W encroachment-Minor
R-O-W encroachment-Dumpster
R-O-W encroachment-Tables/chairs
R-O-W encroachment-News rack
R-O-W encroachment-Other
Wide/oversize load review
Special event-Application review
Special event-clean up service
Bus. Regulation-Adult oriented
Bus. Regulation-Filming-Tier I Bus. Regulation-Filming-Tier II Bus. Regulation-Solicitor/peddler Bus. Regulation-Live entertainme nt
Bus. Regulation-Massage tech/therapist
Bus. Regulation-Escort business
Bus. Regulation-Escort
100.0
100.0
100.0
100.0
50.0 50.0
50.0 100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
52.0 35.0
42.0 100.0
100.0
100.0
25.0 100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
S-04187
S-04189
S-04400
S-04600
S-04700
S-05300
S-05310
S-08025
S-08200
S-08320
S-08410
S-08420
S-08530
S-08590
S-08595
S-08722
S-08724
S-08734
E.
Bus. Regulation-Taxicab driver
Bus. Regulation-Taxicab company
Shopping cart impound release
Vehicle inspection
Requested accident investigation
Animal control services
Abandoned vehicle removal
Mobile home-rent adjustment review
Research service
Document copy service
DVD/audio tape copying
Video tape copying
Business license review
Business license listing
NSF check processing
Agenda mailing service-Annual
Minutes mailing service-Annual
Full agenda packet mailing-Single
100.0
100.0
100.0
100.0
100.0
25.0 100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
A minimum fee of ten dollars shall be charged in all instances except in the cases of the regulation, products or services listed in this section as reference numbers S-045, S046, S-050, S-051, S-053, S-057, S-058, S-062, S-063, S-064, S-067, S-068, S-071, S074, S-082, S-083 and S-086.
F.
The schedule of frequency of rate adjustments may be varied by the city manager to adjust revenues sufficient to meet debt service coverage requirement of any bond, certificate, or ordinance, resolution, indenture, contract, or action under which securities have been issued by the city which contain any coverage factor requirement.
G.
For the purpose of this chapter, "fee and/or charge" includes any required deposit reiating to a reguiation, product or service enumerated in this section, which deposit is to be applied against such fee and/or charge.
H.
When deemed necessary by the city manager, the general fund of the city may be used to pay for part or all of the costs reasonably borne to be recovered for a regulation, product or service enumerated herein, provided that the general fund shall be fully reimbursed for such payment when the fee or charge for such regulation, product or service is received by the city or by transfer from the appropriate fund.
ATTACHMENT D
Carpinteria Municipal Code Section 3.34.040 -
Schedule of Fees and Service Charges REDLINE
3.34.040 - Schedule of fees and service charges.
A.
E+Ae-fees and service charges for regulations, products, and servicec for the regulation, products and services listed below in this section shall be established in a master fee schedule adopted by resolution of the city council so as to recover the listed 100% percentage of costs costs reasonably borne and necessary to provide the listed regulation, product or service. The master fee schedule shall be adopted annually by resolution of the city council, but may be modified more frequently at the discretion of the city council.
Each year, prior to the adoption of the master f.ee schedule resolution, the city manager and each city department head, under the direction of the city manager, shall review the f.ees and service charges contained in the master f.ee schedule and recommend to the city council appropriate adjustments to such f.ees and service charges so as to recoi.•er the percentage of costs reasonably borne to be recovered as set forth in this chapter for each regulation, product or service listed in this section.
GB.
The requlations, products, and services as listed below in this section shall be as defined in the most recent cost of service study received by the city council, that certain document entitled "Service Cost of Service Update Study for the City of Carpinteria, California" as produced by Revenue and Cost Specialists, L.L.C. of Fullerton, California, and as-may be amended/ updatedamended/updated from time to time, a copy of which shall be on file in the office of the city clerk.
Except as otherwise limited by the lmvs of the state of California, the percentage of costs reasonably borne to be recovered for each specified regulation, product or service, listed by the ref.erence number utilized in the document identified in subsection C herein, is as follows:
Ref.erence
Number Regulation, Product or Service
S 00100
S 00120
S 00150
S 00180
S 00210
S 00220
S 00310
S 00315
S 00340
S 00350
S 00360
S 00800
Building plan check and inspection
Demolition permit
Inspection on sale report
Rental housing inspection
Temporary use permit annual
Temporary use permit Commission
Fence/sign permit Admin.
Fence/sign permit ARB
Sign program review
Home occupation permit (S 031)
Animal keeping permit
Variance
Percentage of Costs Reasonably
Borne to be Recovered
100.0
100.0
100.0
42.0 100.0
100.0
100.0
100.0
100.0
100.0
40.0 100.0
S
00910
S 01000
S 01100
S 01200
S 01310
S 01320
S 01400
S 01510
S 02000
S 02200
S 02310
S 02400
S 03000
S 03025
S 03050
S 03400
S 03420
S 03425
S 03430
S 03444
S 03446
S 03448
S 03450
S 03452
S 03454
S 03456
S 03802
S 03804
S 03806
S 03808
S 03810
S 03812
S 03814
S 03916
S 04005
S 04010
S 04030
Conditional use permit
ArcRitectural revie
1N
Tentative tract map
Tentative parcel map
Appeal to planning commission
Appeal to tRe city council
Concept plan review
Development plan
Time extension
Lot line adjustment
Coastal devel. permit Admin.
Specific plan
Certificate of compliance review
Zoning letter
Letter of convenience/ABC
D Q \f\l t· . F"\:. • n. vaca 10n processing Final tract map Final parcel map Final lot line adjustment r e. . I h k t $2 goo 00
ngineering p.an CHec~ .o, ~~-~~
Engineering plan check to $5,000.00
Engineering plan check to $7,500.00
Engineering plan check to $15,000.00
Engineering plan cReck to $25,000.00
Engineering plan cReck to $50,000.00
Engineering plan check over $50,000.00
Eng. inspection to $2,000.00
Eng. inspection to $5,000.00
Eng. inspection to $7,500.00
Eng. inspection to $15,000.00
Eng. inspection to $25,000.00
Eng. inspection to $50,000.00
Eng. inspection over $50,000.00
Street cut inspection Utilities
R Q 'N encroachment Minor
R Q VV encroacRment Dumpster
R Q VV encroacRment Tables/chairs
R O VV encrnach111ent News rack
R Q VV encroacRment Gther
'Nido/oversize load review
Special event Application reviei.v
Special event clean up service
Bus. Regulation Adult oriented
Bus. Regulation Filming Tier I Bus. Regulation Filming Tier II Bus. Regulation Solicitor/peddler Bus. Regulation Live entertainme nt
Bus. Regulation Massage tecR/tRerapist
Bus. Regulation Escort business
Bus. Regulation Escort
100.0
100.0
100.0
100.0
50.0 50.0
50.0 100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100 0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
52.0 35.0
42.0 u o 1u•1u
S 04042
S 04050
S 04070
S 04075
S 04110
S 04140
S 04142
S 04160
S 04170
S 04184
S 04185
S 04186
A r'\r'\ rt. IUU.U 100.0 100.0 25.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 100.0 S 04187
S 04189
S 04400
S 04600
S 04700
S 05300
S 05310
S 08025
S 08200
S 08320
S 08410
S 08420
S 08530
S 08590
S 08595
S 08722
S 08724
S 08734
Bus. Regulation Taxieab driver
Bus. Regulation Taxieab eompany
Shopping eart impound release
Vehiele inspeetion
Requested aeeident investigation
Animal eontrol serviees
Abandoned vehiele removal
Mobile home rent adjustment review
Researeh serviee
Doeument eopy serviee
DVD/audio tape eopying
Video tape eopying
Business lieense reviei.v
Business lieense listing
NSF eheek proeessing
Agenda mailing serviee Annual
Minutes mailing serviee Annual
Full agenda paeket mailing Single
100.0
100.0
100.0
100.0
100.0
25.0 100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
100.0
A minimum fee of ten dollars shall be eharged in all instanees exeept in the eases of the regulation, produets or serviees listed in this seetion as referenee numbers S 045, S 046, S 050, S 051, S 053, S 057, S 058, S 062, S 063, S 064, S 067, S 068, S 071, S 074, S 082, S 083 and S 086.
The sehedule of frequenoy of rate adjustments may be varied by the oity manager to adjust revenues suffioient to meet debt servioe ooverage requirement of any bond, oertifioate, or ordinanee, resolution, indenture, eontraet, or aetion under whieh seourities have been issued by the oity whieh oontain any ooverage faetor requirement.
GC.
For the purpose of this chapter, "fee and/or charge" includes any required deposit relating to a regulation, product ... or service enumerated in this section, which deposit is to be applied against such fee and/or charge.
'Nhen deemed neeessary by the eity manager, the general fund of the eity may be used to pay for part or all of the easts reasonably borne to be reoovered for a regulation, produet or serviee enumerated herein, provided that the general fund shall be fully reimbursed for sueh payment when the fee or eharge for sueh regulation, produet or serviee is reeeived by the eity or by transfer from the appropriate fund.
City of Carpinteria
COUNCIL AGENDA STAFF REPORT
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
Annual Report of the Development Impact Fee Program and Updating the Capital Improvement Plan.
STAFF RECOMMENDATION
Adopt Resolution No. 6276, approving and accepting the Annual Report of the Development Impact Fee Program and updating the Capital Improvement Plan.
Sample Motion: I move to adopt Resolution No. 6276, as read by title only.
BACKGROUND
In order to mitigate the impacts on public improvements and facilities due to new development or redevelopment, the City established a Development Impact Fee (DIF) Program. The City's DIF Program was initially established in 1994 through adoption of City Council Ordinance No. 500, and its regulations reside in Chapter 15.80 of the Carpinteria Municipal Code. The City's DIF Program was established pursuant to the authority granted to cities through the Mitigation Fee Act (Government Code Section 66000 et seq.), also known as Assembly Bill 1600.
Public improvement projects, also known as capital projects, are described in the City's Capital Improvement Plan (CIP) and include projects that are entirely or partially necessary due to impacts on public improvements and facilities created by new development. The amount of each DIF is determined based on a nexus study, which the City regularly updates". The nexus study determines the "fair share" of each improvement and facilities project's cost that is attributable to new development projects.
The Mitigation Fee Act requires local agencies to comply with specific annual reporting and accounting procedures. The City prepares the DIF Program annual report along with any CIP updates, which are presented at a public hearing. As a part of the annual report, the City Council considers and acts on findings necessary to determine compliance with the Mitigation Fee Act.
1 2017 Development Impact Fee Report. City of Carpinteria. 24 August 2017 Annual Report of the Development Impact Fee Program and Updating the Capital Improvement Plan November 27, 2023
Page2
The purpose of this agenda matter is for the City Council to consider and adopt Resolution No. 6276, approving and accepting the annual report of the DIF Program and updating the CIP.
DISCUSSION
Annual Reporting of Development Impact Fees
Collection of development impact fees contribute revenue to fund public improvements and facilities of the GIP. The following categories of development impact fees (listed in alphabetical order) are collected through the City's DIF Program:
• Aquatics Facilities
• General Government Facilities
• Highways and Bridges
• Open Space
• Park and Recreation Facilities
• Park Land Acquisition
• Parking Facilities
• Quimby
• Storm Drain Facilities
• Streets and Thoroughfares
• Traffic Control Facilities
Proposed Resolution No. 6276, (Attachment A), if adopted by the Council, is the City's Annual Report on the DIF program. Exhibits to Resolution No. 6276 include the following requisite information:
(A) A brief description of the type of fee in the account or fund. See Exhibit 1 of Resolution No. 6276.
(B) The amount of the fees. See Exhibits 2 and 3 of Resolution No. 6276. rr., Th,:, h,:,ninninn !:Inn ,:,nrlinn h!:lbnr-,:, nf th,:, !:lf'f'l"II ,nt nr f, ,nrl ~00 J::vhihit i:; nf Roc,nl, ,tinn \-/ 111- --::,11111111::, """' ''"" -■11ro.AIII::, ""''"""1""411V'-' ""' LIi"" 1.AVV'-'UIIL V'I IUIIU. '--'VV L..AIIIUIL V VI '''-'"'-'VIULIVII No. 6276.
(D) The amount of the fees collected and the interest earned. See Exhibit 5 of Resolution No. 6276.
(E) An identification of each public improvement by which fees were expended and the amount of the expenditures on each improvement funded with fees including the percentage of the total cost of the public improvement that has been expended to date with the fees. Table 1 below identifies capital projects for which development impact fees were spent during Fiscal Year 2022-23 and in previous fiscal years.
Annual Report of the Development Impact Fee Program and Updating the Capital Improvement Plan November 27, 2023
DIF Funds DIF Funds Total Amount
% Total
Project Number Project Name DIF Category Estimated Cost Expended In Expended In Expended To Cost
Expended
Previous FYs FY2022-23 Date
To Date
Carpinteria Avenue
Highways &
Hl-07 Bridge over
Bridges
$12,661,390 $409,759.83 $1,538.53 $411,298.36 3.25%
Carpinteria Creek
SD-02
East Via Real Storm Storm Drain $1,093,063 $99,029.35 $32,483.33 $131,512.68 12.03% Drain Facilities
Acquire Easements
Park Land
PR-35 and Construct Trails at
Acquisition
$1,035,434 $27,396.14 $67,698.60 $95,094.74 9.18%
Bluff I and II
Park &
PR-42 La Concha Park Recreation $647,800 $3,862.50 $1,845.00 $5,707.50 0.88% Facilities
TC-01
Carpinteria Avenue & Traffic Control $251,301 $58,298.83 $22,250.00 $80,548.83 32.05% Palm Avenue Facilities
PR-34
Carpinteria Creekside
Open Space $352,388 $85,637.58 $3,097.00 $88,734.58 25.18% Parcel Acquisition
Monte Vista Park
PR-05
Playground
Quimby $250,000 $111,001.00 $100,000.00 $211,001.00 84.40% Equipment
Replacement Project
Total: $228,912.46
(F) An identification of an approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement and the public improvement remains incomplete, per Government Code Section 66001 (a)(2).
See Exhibit 4 of Resolution No. 6276.
(G) A description of each inter-fund transfer or loan made from the account or fund including the public improvement on which the transferred or loaned fees will be expended, and, in the case of an inter-fund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan. (No inter-fund transfers have been made.)
(H) The amounts of refunds made pursuant to subdivision (e) of Section 66001 and any allocations pursuant to subdivision (f) of Section 66001. (No refunds or allocations have been made.)
[Government Code Section 66066(b)]
The Mitigation Fee Act also requires that for the fifth year following the first deposit into a DIF account or fund, and every five years thereafter, the local agency shall make all of the following findings with respect to that portion of the account or fund remaining unexpended, whether committed or uncommitted:
(A) Identify the purpose for which the fee is to be put; (B) Demonstrate a reasonable relationship between the fee and the purpose for which it is charged;
Annual Report of the Development Impact Fee Program and Updating the Capital Improvement Plan November 27, 2023
Page4
(C) Identify all sources and amounts of funding anticipated to complete financing for incomplete improvements; and
(D) Designate the approximate dates on which the funding referred to in item 3 above is expected to be deposited into the appropriate account or fund. [Government Code Section 66001 (d)]
Since many of the DIF categories start at different years, the five-year findings for all DIF categories are presented every year with the annual reporting. The five-year findings are included in the proposed Resolution No. 6276.
Quimby Fees
Quimby fees are collected for the acquisition of parklands through non-commercial residential projects that include subdivisions. Continued increases in the development of dwelling units and mobile home spaces, combined with the resulting increase in population, created a need for expansion of public parks, playgrounds, and recreation facilities in order to serve the population.
Quimby fees are accounted and reported as required by the Quimby Act (Government Code Section 66477 et seq.) and Carpinteria Municipal Code Chapter 16.24 (Park and Recreation Facilities Dedication and Fees). The local agency, to which the land or fees are conveyed or paid, must:
1. Develop a schedule specifying how, when, and where it will use the land or fees or both to develop park and recreational facilities to serve residents of the subdivision; and
2. Commit any fees to approved projects within five years of the date they were collected. [Government Code Section 66477(a)(6)(A)]
Exhibit 4 of the proposed Resolution No. 6276 shows the property acquisition projects to which Quimby fees would be allocated. All future Quimby fees are committed to the property acquisition projects.
Development impact fees including Quimby fees are adjusted automatically on July 1 of each year in accordance with the procedures established in Carpinteria Municipal Code Sections
15.80.050 and 16.24.080, respectively. Exhibit 2 of the proposed Resolution No. 6276 shows the adjusted development impact fees. Exhibit 3 thereof shows the adjusted Parks and Recreational Facilities development impact fees, which is based on the sales report data provided by the Santa Barbara County Assessor's Office [Carpinteria Municipal Code Sections
15.80.050(A) and 16.24.080(C)].
Capital Improvement Plan
The Annual Report also includes adjustments to the cost estimates in the CIP. The adjustments are made using the price index established in Carpinteria Municipal Code Section 15.80.160, in order to ensure the estimated construction costs reflect actual costs including inflation. The cost estimates are also shown in Exhibit 4 of the proposed Resolution No. 6276. Each cost estimate is based on a project-specific analysis.
Annual Report of the Development Impact Fee Program and Updating the Capital Improvement Plan November 27, 2023
POLICY CONSISTENCY
The City's annual reporting is consistent with the Mitigation Fee Act, as codified by Government Code Sections 66000 et seq. and 66477 et seq. and Carpinteria Municipal Code Chapters 15.80 and 16.24.
FINANCIAL CONSIDERATIONS
As of June 30, 2023, the audited Fiscal Year 2022-23 end balances are shown as follows:
GENERAL GOVERNMENT FACILITIES DIF $31,774.31
HIGHWAY & BRIDGES DIF $880,465.41
STORM DRAIN FACILITIES DIF $266,823.92
TRAFFIC CONTROL FACILITIES DIF $280,790.06
STREETS & THOROUGHFARES DIF $108,681.49
PARKING FACILITIES DIF $133,979.42
PARK LAND ACQUISITION DIF1 $43,031.35
PARK & RECREATION FACILITIES DIF $114,992.30
AQUATIC FACILITIES DIF $57,108.13
OPEN SPACE DIF $43,655.15
QUIMBY FEES $261,866.61
TOTAL $2,223,168.17
1. Park Land Acquisition DIF is a carry-over from the previous DIF Program and is no longer collected.
LEGAL AND RISK MANAGEMENT CONSIDERATIONS
Notice of the public hearing appeared in the Coastal View Newspaper on November 16 and 23, 2023, and is consistent with Government Code Sections 65090, 65094, and 66002.
OPTIONS
1. Adopt Resolution No. 6276, approving and accepting the Annual Report of the Development Impact Fee Program and updating the Capital Improvement Plan. (Staff recommendation).
2. Direct staff to amend Resolution No. 6276, as determined appropriate, and adopt Resolution No. 6276 as amended.
PRINCIPAL PARTIES EXPECTED AT MEETING
There are no principal parties expected at the meeting.
ATTACHMENTS
Attachment A: Resolution No. 6276
Annual Report of the Development Impact Fee Program and Updating the Capital Improvement Plan November 27, 2023
Page6
Staff contact:
Stephan Downes, Management Analyst
(805) 755-4446; [email protected]
Reviewed by:
John L. Ilasin, Public Works Director
(805) 880-3402; [email protected]
~ 1gna ure
Reviewed by:
Licette Maldonado, Administrative Services Director
(805) 755-4448; [email protected]
Reviewed by:
Dave Durflinger, City Manager
(805) 755-4400; [email protected]
~,gna-\_, ture ~
~
Signature
l:r·4 ~J fufe~
ATTACHMENT A
Resolution No. 6276
THIS PAGE INTENTIONALLY LEFT BLANK
RESOLUTION NO. 6276
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARPINTERIA
UPDATING THE CITY'S CAPITAL IMPROVEMENT PLAN
AND APPROVING AND ACCEPTING THE ANNUAL REPORT ON THE CITY'S
DEVELOPMENT IMPACT FEE PROGRAM
WHEREAS, on January 24, 1994, the City Council adopted Ordinance No. 500, which established the City's Development Impact Fee program; and WHEREAS, by Resolution Nos. 5749 and 5750, adopted September 25, 2017, the City Council adopted the City's 2017 Development Impact Fee Report and established a Development Impact Mitigation Fee Schedule for Development within the City of Carpinteria, respectively; and
WHEREAS, on November 28, 2022, via adoption of Resolution No. 6177, the City Council last approved the updated Capital Improvement Plan and the City's Annual Report on the City's Development Impact Fee Program; and WHEREAS, Carpinteria Municipal Code Chapter 15.80 provides for an annual review of the Capital Improvement Plan, and Section 15.80.160 provides for an annual review of both the City's Development Impact Fee Program and the balance of funds currently maintained in the City's various Development Impact Fee accounts; and WHEREAS, Carpinteria Municipal Code Chapter 16.24 provides for the City's collection of Quimby Act fees collected pursuant to Government Code Sections 66477 et seq.; and
WHEREAS, the documents that collectively reflect the balance in each Development Impact Fee and Quimby fee account, the fee balance, interest, credits, income, and the amount of expenditure by public facility and the amount of refunds made for the fiscal year ("the Document"), have been available for public review as required by law.
NOW, THEREFORE BE IT RESOLVED as follows:
SECTION 1.
The foregoing recitals are true and correct and incorporated in this Resolution by this reference.
SECTION 2.
The City Council finds that new development in the City will generate additional demands on public facilities throughout the City, and will contribute to the impact upon public facilities.
Resolution No. 6276
Page2
SECTION 3.
The City Council finds that the use to which the fees will be put is construction of public improvements at estimated costs described in the Capital Improvement Plan, and determines that there is a continued need for these improvements and that there is a reasonable relationship between such need and the type of development projects on which the fee is imposed, as such reasonable relationship is described in more detail in the City's Development Impact Fee Program and the Capital Improvement Plan.
SECTION 4.
The City Council finds that the fees expected to be generated by new development will not exceed the costs for construction of public facilities set forth in the Capital Improvement Plan.
SECTION 5.
The City Council finds that there is a reasonable relationship between the fees' use and the type of development for which the fees are charged, as these reasonable relationships are described in more detail in the City's Development Impact Fees Program and Capital Improvement Plan.
SECTION 6.
The City Council finds the cost estimates set forth in the Capital Improvement Plan (as amended) are reasonable cost estimates for the public facilities contained in the Capital Improvement Plan, and that the fees expected to be generated by new development will not exceed the costs for construction of the public facilities set forth in the Capital Improvements Plan.
SECTION 7.
The City Council approves the amendment to the City's Capital Improvement Plan as shown in Exhibit 4.
SECTION 8.
The City Council approves the annual financial report for Development Impact Fees and Quimby Fee for Fiscal Year 2022-2023.
SECTION 9.
The City Council approves and adopts Exhibits 1-5, inclusive, attached hereto, which include the FY 2023-2024 Development Impact Fees and Quimby fees set forth in Exhibits 2 and 3, and commits the Development Impact Fees and Quimby fees reflected in Exhibit 5 dedicated to the public improvement projects contained in Exhibit
4. Resolution No. 6276
SECTION 10.
As to funds on deposit in the General Government Facilities Fund, the City Council finds as follows:
a) The purpose of the General Government Facilities Fund is to Finance the Construction of General Government Facilities as detailed further in Exhibit 4. b) A reasonable relationship between the General Government Facilities Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the General Government Facilities □IF is assessed to new development in proportion to such development's impacts on necessary General Government Facilities.
c) The sources and amounts of funding for General Government Facilities, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4.
d) The approximate dates on which the funding to construct the General Government Facilities, identified in the City's Capital Improvement Plan, are expected to be deposited into the General Government Facilities Fund are shown in Exhibit 4.
SECTION 11.
As to funds on deposit in the Highways and Bridges Fund, the City Council finds as follows:
a) The purpose of the Highways and Bridges Fund is to finance the construction of highway interchanges and bridges as detailed further in Exhibit 4. b) A reasonable relationship between the Highways and Bridges Development Fee and its purpose exists, in that the City's □IF Report, as updated, demonstrates that the Highways and Bridges □IF is assessed to new development in proportion to such development's impacts on necessary highways interchanges and bridges.
c) The sources and amounts of funding for Highway and Bridges Facilities, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4.
d) The approximate dates on which the funding to construct the Highway and Bridges Facilities, identified in the City's Capital Improvement Plan, are expected to be deposited into the Highway and Bridges Fund are shown in Exhibit 4.
Resolution No. 6276
Page4
SECTION 12.
As to funds on deposit in the Storm Drain Facilities Fund, the City Council finds as follows:
a) The purpose of the Storm Drain Facilities Fund is to finance the construction of storm drains as detailed further in Exhibit 4.
b) A reasonable relationship between the Storm Drain Facilities Fund Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Storm Drain Facilities DIF is assessed to new development in proportion to such development's impacts on essential storm drains.
c) The sources and amounts of funding for Storm Drain facilities, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate date on which the funding to construct the Storm Drain facilities, identified in the City's Capital Improvement Plan, is expected to be deposited into the Storm Drain Facilities Fund is shown in Exhibit 4.
SECTION 13.
As to funds on deposit in the Streets & Thoroughfares Fund, the City Council finds as follows:
a) The purpose of the Streets & Thoroughfares Fund is to finance the construction of Streets & Thoroughfares as detailed further in Exhibit 4. b) A reasonable relationship between the Streets & Thoroughfares Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Streets & Thoroughfares DIF is assessed to new development in proportion to such development's impacts on necessary Streets & Thoroughfares.
c) The sources and amounts of funding for Streets & Thoroughfares, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate dates on which the funding to construct the Streets & Thoroughfares, identified in the City's Capital Improvement Plan, are expected to be deposited into the Streets & Thoroughfares Fund as shown in Exhibit 4.
SECTION 14.
As to funds on deposit in the Open Space Fund, the City Council finds as follows:
Resolution No. 6276
a) The purpose of the Open Space Fund is to finance the acquisition of Park Open Space acreage as detailed further in Exhibit 4.
b) A reasonable relationship between the Open Space Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Open Space DIF is assessed to new development in proportion to such development's impacts on necessary Park Open Spaces.
c) The sources and amounts of funding for Open Space, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate dates on which the funding to acquire Open Space, identified in the City's Capital Improvement Plan, are expected to be deposited into the Open Space Fund are as shown in Exhibit 4.
SECTION 15.
As to funds on deposit in the Parking Facilities Fund, the City Council finds as follows:
a) The purpose of the Parking Facilities Fund is to finance the construction of Parking facilities as detailed further in Exhibit 4.
b) A reasonable relationship between the Parking Facilities Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Parking Facilities DIF is assessed to new development in proportion to such development's impacts on necessary Parking facilities. c) The sources and amounts of funding for Parking facilities, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate dates on which the funding to construct the Parking facilities, identified in the City's Capital Improvement Plan, are expected to be deposited into the Parking Facilities Fund are as shown in Exhibit 4.
SECTION 16.
As to funds on deposit in the Traffic Control Facilities Fund, the City Council finds as follows:
a) The purpose of the Traffic Control Facilities Fund is to finance the construction of Traffic Control equipment as detailed further in Exhibit 4. b) A reasonable relationship between the Traffic Control Facilities Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Traffic Control Facilities Fund DIF is assessed to new development in proportion to such development's impacts on necessary Traffic Resolution No. 6276
Page6
Control equipment.
c) The sources and amounts of funding for Traffic Control equipment, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate dates on which the funding to construct the Traffic Control equipment, identified in the City's Capital Improvement Plan, are expected to be deposited into the Traffic Control Facilities Fund are as shown in Exhibit 4.
SECTION 17.
As to funds on deposit in the Park Land Acquisition Fund, the City Council finds as follows:
a) The purpose of the Park Land Acquisition Fund is to finance the acquisition of land for parks as detailed further in Exhibit 4.
b) A reasonable relationship between the Park Land Acquisition Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Park Land Acquisition Fund DIF is assessed to new development in proportion to such development's impacts on necessary Park facilities. c) The sources and amounts of funding for Parks, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate dates on which the funding to construct the acquisition of Parks, identified in the City's Capital Improvement Plan, are expected to be deposited into the Park Land Acquisition Fund as shown in Exhibit 4.
SECTION 18.
As to funds on deposit in the Aquatic Facilities Fund, the City Council finds as follows:
a) The purpose of the Aquatic Facilities Fund is to finance the construction of Park Aquatics facilities as detailed further in Exhibit 4.
b) A reasonable relationship between the Aquatic Facilities Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Aquatic Facilities Fund DIF is assessed to new development in proportion to such development's impacts on necessary Park Aquatics facilities.
c) The sources and amounts of funding for Aquatic facilities, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4.
Resolution No. 6276
d) The approximate dates on which the funding to construct the Aquatic facilities, identified in the City's Capital Improvement Plan, are expected to be deposited into the Aquatic Facilities Fund as shown in Exhibit 4.
SECTION 19.
As to funds on deposit in the Park and Recreation Facilities Fund, the City Council finds as follows:
a) The purpose of the Park and Recreation Facilities Fund is to finance the design and construction for parks as detailed further in Exhibit 4. b) A reasonable relationship between the Park and Recreation Facilities Development Impact Fee and its purpose exists, in that the City's DIF Report, as updated, demonstrates that the Park and Recreation Facilities Fund DIF is assessed to new development in proportion to such development's impacts on necessary Park and Recreation Facilities.
c) The sources and amounts of funding for Park and Recreation Facilities, identified in the City's Capital Improvement Plan, are identified as shown in Exhibit 4. d) The approximate dates on which the funding to construct the Park and Recreation Facilities, identified in the City's Capital Improvement Plan, are expected to be deposited into the Park and Recreation Facilities Fund as shown in Exhibit 4.
SECTION 20.
As to funds on deposit in the Quimby Fund, the City Council finds as follows:
a) All the requirements of Government Code section 66477 continue to be satisfied for the City's Park and Recreation Facilities Dedication and Fees Program, codified in Carpinteria Municipal Code Chapter 16.24.
b) The Quimby fees set forth in Exhibit 3 attached hereto are approved, and all fees reflected in Exhibit 5 are committed to the parks and recreation acquisition projects contained on Exhibit 4.
SECTION 21.
The adoption of this Resolution is not a project under the California Environmental Quality Act because it is the creation of a government funding mechanism that does not involve any commitment to any specific project. (CEQA Guidelines Section 15378(b)(4).)
PASSED, APPROVED AND ADOPTED on November 27, 2023, by the following vote:
Resolution No. 6276
AYES: COUNCILMEMBER(S):
NOES: COUNCILMEMBER(S):
ABSENT: COUNCILMEMBER(S):
ABSTAIN: COUNCILMEMBER(S):
Mayor, City of Carpinteria
ATTEST:
Brian C. Barrett, CMC, CPMC
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 November 27, 2023.
Brian C. Barrett, CMC, CPMC
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
ATTACHMENTS:
Exhibit 1 - Development Impact Fee Fund Descriptions
Exhibit 2 - Development Impact Mitigation Fee Schedule (Exclusive of Parks & Rec Fees)
Exhibit 3 - Development Impact Mitigation Fee Schedule (Parks & Rec Fees) Exhibit 4 - CIP Summary
Exhibit 5 - Development Impact Fees Accounting (Audited) EXHIBIT 1 TO RESOLUTION NO. 6276
City of Carpinteria
Development Impact Fee Fund Descriptions
2023-2024
Streets & Thoroughfares Fund: Fees collected for the actual and estimated costs to acquire additional right of ways for new public street improvements and to improve the existing street network to accommodate the increase traffic demands associated with future development.
Highways and Bridges Fund: Fees collected for the actual and estimated costs to acquire additional right of ways and construct new and/or improved Highway interchanges and bridges to accommodate the increase traffic demands associated with future development.
Traffic Control Facilities Fund: Fees collected for the actual and estimated costs for acquiring and installing new traffic control systems and to improve the existing traffic control systems to accommodate the increase traffic demands associated with future development.
General Government Facilities Fund: Fees collected for payment of the costs of acquiring and constructing additional public facilities and equipment, and improving existing public facilities to meet demand of future development.
Storm Drain Facilities Fund: Fees collected for the actual and estimated costs of constructing new drainage facilities and to improve the existing drainage facilities to mitigate the drainage impacts associated with future development.
Park Land Acquisition Fund: Fees collected for the payment of the actual or estimated costs of acquiring land for park and recreational purposes. This fee is collected from residential projects that are not associated with a subdivision.
Park and Recreation Facilities Fund: Fees collected for the payment of the actual or estimated costs of designing and constructing parks and recreational facilities on land acquired for park and recreational purposes. This fee is charged to residential projects that are not associated with a subdivision.
Open Space Fund: Fees collected for the payment of the actual or estimated costs of acquiring additional acreage to be reserved as open space or with minimal park improvements designed to protect the greater number of acres. This fee is collected from commercial or industrial projects.
Aquatic Facilities Fund: Fees collected for the payment of the actual or estimated costs of designing and constructing aquatics facilities. This fee is not collected from commercial or industrial projects.
Parking Facilities Fund: Fees collected to finance parking improvements within the Downtown area that will accommodate new development within the Downtown 'T'.
Quimby Fund: Fees collected pursuant to Government Code 66477 (Quimby Act) for the acquisition of parklands. These fees are collected on non-commercial residential projects that are associated with subdivisions.
Exhibit 2 to Resolution No. 62 76
CITY OF CARPINTERIA
DEVELOPMENT IMPACT MITIGATION FEE SCHEDULE O>
2023-2024
(Exclusive of Parks and Recreation Fees)
I I
Streets and Highway and Traffic Control General
Land Use Government Storm Drain Facilities* Thoroughfares * Bridges* Facilities* Facilities* Residential $ I dwellinz unit
Single Family 1,553.42 7,931.42 638.73 1,428.36 4,698.49 Multiple Familv 957.06 4,886.60 392.75 1,068.68 1,174.11 Congregate Care 263.55 1,345.67 108.52 793.76 1,174.11
Accessory Dwelling Unit" 429.95 2,196.28 176.74 529.17 2,114.63 CommercialLindustrial $ I zross sa. ft.
Commercial 2.12 10.84 0.87 0.39 0.99
Industrial 1.72 8.78 0.71 0.19 0.70
ResortLHotelj $ I room
887.81 4,533.13 364.84 32.04 -
Land Use Parkins Facilities * Residential
fee by category x # of new units = total fee
Downtown "T" $ I narkinz snace
Residential 25,768.33 CommercialLindustrial
Commercial 25,768.33 fee bv catezorv x gross sq. ft. = total fee (1) Resolution No. 5750, establishing a Development Impact Mitigation Fee schedule for development within the City of Carpinteria, adopted and approved by the City Council on September 25, 2017. (2) Accessory dwelling units should be charged storm drain fee when construction of unit increases impervious surface.
No storm drain fee charged if unit created within existing building footprint. (3) All fees except for the storm drain fee are charged per room. Storm drain fee charged at the commercial rate per 1,000 square feet. *Annually adjusted persuant to Municpal Code s 15.80.050(8) Last U_p_dated 07 /21/23
Exhibit 3 to Resolution No. 62 76
CITY OF CARPINTERIA
DEVELOPMENT IMPACT MITIGATION FEE SCHEDULE 0>
2023-2024
(Parks and Recreation Fees)
Last Up_dated 07 /21/23
Land Use Quimby Fee** Park and Recreation Aquatic Facilities Open Space Fee** Facilities Fee* Fee* Residential $ I dwelling unit
Single Family 22,010.58 5,692.76 356.57 -
Multiple Family 16,467.57 4,259.24 266.65 -
Congregate Care - - - -
Accessory Dwelling Unit 8,152.14 2,108.43 132.29 -
ComrnercialLindustrial $ I sq. ft.
Commercial - - - 6.04
Industrial - - - 2.93
ResortLHotel $ I room
- - - 480.72
(1) Resolution No. 5750, establishing a Development Impact Mitigation Fee schedule for development within the City of Carpinteria, adopted and approved by the City Council on September 25, 2017. * Annually adjusted persuant to Municipal Code §15.80.050(B) ** Annually adjusted persuant to Municipal Code§ 15.80.050(A) Exhibit 4 to Resolution No. 6276
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Cateqo
Commencement
Date
ALTERNATIVE TRANSPORTATION -AT
AT-02 UPRR Pedestrian Undercrossing at Calle Ocha. 2,714,000 2,564,021 Construct new Railroad undercrossing to accommodate bicyclists Medium DIF Streets & 2030
and pedestrians Thoroughfares
AT-03 UPRR Multi-Use Trail Undercrossing at the 7,999,000 7,556,966 Construction of a new railroad undercrossing at the southwest comer Low DIF Streets & 2030 Carpinteria Bluffs. of the Carpinteria Bluffs to accommodate bicyclists and pedestrians. Thoroughfares AT-05 Franklin Channel Multiuse Path. 898,000 848,375 Construction of a Class 1 Bike Path along the east side of Franklin Medium DIF Streets & 2022 Channel from Carpinteria Avenue to 7th Street. Thoroughfares AT-08 Santa Monica Channel Multi use Path Extension. 1,649,000 1,557,874 Extension of the existing Multiuse Path located on the east side of Low DIF Streets & 2030
the Santa Monica Channel from El Carro Lane north to Hwy 192. Thoroughfares AT-10 Carpinteria-Rincon Trail. 7,779,000 7,349,123 Construct Class I Bike Path between Carpinteria Avenue and Rincon High MA,DIF, Streets & 2022 County Park. B&P Thoroughfares AT-11 Third Street Pedestrian Improvements. 366,000 345,774 Construct new trail along the west side of Third Street from Linden Low DIF,MA Streets & 2030 Avenue to Holly Avenue. Thoroughfares Holly Avenue Multi-Use Trail Undercrossing of Construction of a new railroad undercrossing at Holly Avenue to DIF,MA, Streets & AT-14 1,245,000 1,176,200 accommodate bicyclists and pedestrians. This is a high priority High 2030 UPRR.
project.
RMRA,GT Thoroughfares
AT-15 Pedestrian Path from Salt Marsh Park to Linden 978,000 923,955 Construct a pedestrian path from Salt Marsh Park, along Ash Avenue Low DIF,MA Streets & 2030 Avenue. and then along the south side of UPRR tracks to Linden Avenue. Thoroughfares AT-16 Franklin Creek Bridge by Aliso School. 616,000 581,959 Construct a multiuse bridge over Franklin Creek Channel by Aliso Medium DIF,MA Streets & 2030 School. Thoroughfares
Construct a Multi use Path between the Santa Claus Lane southern Streets &
AT-18 Santa Claus Lane Trail. 8,255,000 7,798,819 terminus with the U.S. 101 Southbound Onramp and the northern Medium DIF,MA Thoroughfares Completed
terminus of Carpinteria Avenue.
AT-19 Lighting Project at Franklin Creek Pedestrian 58,000 54,795 Install three LED pedestrian lights and LED bollards at the existing Medium DIF, SLF Streets & Completed Overcrossing near Ninth Street. pedestrian overcrossing of Franklin Creek near Ninth Street. Thoroughfares AT-20 Via Real Bike Lanes. 185,000 174,777
Widen the south side of Via Real and restripe for Class II Bike Lanes Medium DIF,MA Streets & 2030 from Bailard Avenue to Via Real's terminus near Carpinteria Creek. Thoroughfares Install lighting on existing bike paths throughout City at Santa Streets & AT-21 Bike Path Lighting Project. 738,000 697,217 Monica Creek, Carpinteria Creek, El Carro, and along Franklin Medium DIF, SLF Thoroughfares
On-going
Creek from Sterling Road to Foothill High School.
Subtotal Alternative Transportation $33,480,000 $31,629,856 2/2023 Page 1 of 7
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Cateqo
Commencement
Date
GENERAL FACILITIES - GF
Reconfiguration and/or Remodeling of the City Hall to improve General GF-02 Remodeling and/or Reconfiguration of City Hall. 2,242,000 2,118,104 energy and work space efficiency including a vehicle wash rack, High DfF, GF Government On-going recycling facility and ADA access. Facilities
General
GF-03 Construction of EOC/Sheriff Sub-Station. 10,790,000 10,193,732 Construction of I 0,000 square foot EOC/Sheriff Sub-Station. Medium DIF,GF Government 2030 Facilities
Construction of a carport style cover structure with solar panels in General
GF-07 Public Works Yard Cover Structure. 785,000 741,620 Medium DIF,GF Government 2025 the Public Works Yard for equipment and materials storage. Facilities General
GF-10 Transit Stop Improvements. $462,000 436,469 Improvements to existing transit stops throughout City. Medium DIF Government On-going Facilities
Install Fire Sprinkler System at the Public Works Install upgraded fire sprinkler system at the Public Works General
GF-11 $138,000 130,374 Medium DIF, GF Government 2025
Maintenance Facility. Maintenance Facility. Facilities
Construct new Public Works Building to free up use of existing General
GF-12 New Public Works Building at City Hall. $292,000 275,864 Medium DlF, GF Government 2025 garage for intended use. Facilities
General
GF-13 HY AC at City Hall. $238,000 224,848 Replace existing HY AC system at City Hall. High DlF, GF Government Completed Facilities
General
GF-14 City Hall Painting. $157,000 148,324 Re-paint City Hall. Low DIF, GF Government Completed Facilities
Relocate the existing Shuttle Electric Port from behind City Hall to General
GF-15 Relocate Shuttle Electric Port. $530,000 500,712 Medium DIF,GF Government Completed the west side of the City Hall campus. Facilities
Subtotal - General Facilities $15,634,000 $14,770,047
212023 Page 2 of7
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Catego
Commencement
Date
HIGHWAY INTERCHANGES AND BRIDGES - HI
Reconstruction of the IOI/Bailard Avenue Interchange to accommodate increasing traffic volumes. The project may include Hl-01 Highway 101 Bailard Avenue Interchange. 30,948,000 29,237,778 roundabouts at Carpinteria Avenue and Via Real and assumes the Medium DIF,ST!P Highways& 2030 replacement of the IO I overcrossing structure. Bridges HI-06 Santa Ynez Avenue Overcrossing. 18,980,000 17,931,143 Replace existing Santa Ynez Avenue Bridge over Hwy IOI. Medium DIF Highways& 2030 Bridges Hl-07 Carpinteria Ave Bridge over Carpinteria Creek - 13,402,000 12,661,390 Replace the existing Carpinteria Avenue Bridge over Carpinteria High DlF Highways& 2023 Bridge Work. Creek (Bridge work). Bridges
Widen Hwy 101 through the City of Carpinteria to accommodate Highways& HJ-08 South Coast IO I HOY Project. I 07,000,000 101,087,056 HOY lanes. Estimate is based on percentage of IO I HOY project that High DIF, STIP Bridges
Completed
is within the City of Carpinteria which is approx. 25% of 428M.
Caltrans SHOPP project to replace existing AC pavement on Hwy Highways& Hl-09 Hwy IO I Rehabilitation Project. 37,500,000 35,427,706 IO I. Estimate is based on percentage of IO I Rehabilitation project High DIF,MA Bridges
On-going
that is within the City of Carpinteria which is approx. 25% of 150M.
Subtotal - Highway Interchanges and Bridges $207,830,000 $196,345,073
PARKING FACILITIES- P
P-04 Parking Lot #4. 1,298,000 1,226,271 Construct Parking Lot #4 between Linden Avenue and Elm Avenue Medium DIF Parking 2025 adjacent to UP Railroad Right of Way. Facilities
Reconfigure Parking Lot# I by expanding parking area into 9th street Parking
P-05 Parking Lot# I Reconfiguration. 413,000 390,177 and create a pedestrian area on 9th Street between Yucca Lane and Medium DIF Facilities 2025
Lindon Avenue.
DIF, GF,
P-07 Parking Lot #2 and Cactus Lane Improvements. 1,344,000 1,269,729 Reconstruction of Parking Lot #2 paved surface and asphalt concrete High RMRA, Parking Completed
curbing and install new lighting. MA, SLF, Facilities
PBIA
Subtotal - Parking Facilities $3,055,000 $2,886,177
2/2023 Page 3 of 7
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Catego
Commencement
Date
PARKS AND RECREATION FACILITIES - PR
Park &
PR-02 Memorial Park Trails and Access Improvements. 268,000 253,190 Construction of public restrooms and trail at Memorial Park. Medium D1F Recreation 2025 Facilities
Replacement of playground structures at various
Replacement of playground structures at Heath Ranch, Monte Vista, Park & PR-05
City Parks.
2,302,000 2,174,789 El Carro, Franklin Creek, Memorial, and Torno] Interpretative Play Medium D1F,GF Recreation On-going Area parks. Facilities
Park &
PR-06 Replacement of Lifeguard Tower. 208,000 196,506 Replacement of existing Lifeguard Tower at Linden Avenue. High DrF, TTF Recreation 2025 Facilities
Improvements to the Carpinteria Beach end of Linden Avenue in D1F,MA, Park& PR-09 Linden Avenue Beach End Beautification. 472,000 445,917 order to provide a more aesthetically pleasing urban park Low TTF, GT, Recreation 2025 environment and transition to the beach park. GF Facilities Coastal Access Improvements, Trail Repair and Implement coastal habitat restoration and construct coastal access Park&
PR-14 401,000 378,840 Medium DrF, TTF Recreation On-going Wetlands Restoration At Tar Pits. improvements and trail repair at Ta: Pits Park. Facilities Park &
Recreation
PR-23 Multiuse Small Pool 262,000 247,522 Construction of a Multi-Purpose Pool at the Community Pool. Medium DIF Facilities; 2030 Aquatic
Facilities
Construction of a community garden along the south side of Fifth DrF, PMF, Park&
PR-29 Fifth Street Community Garden. 556,000 525,275 Medium Recreation Completed Street between Linden Avenue and Holly Avenue. CT
Facilities
Construction of Casitas Pass Community Construction of a community garden on a portion of the Whitney DIF, PMF, Park&
PR-31 1,195,000 1,128,963 High Recreation 2025
Garden/Orchard. Property east of Casitas Pass Road. CT Facilities Park&
PR-32 Skate Park. 828,000 782,244 Construction of a new Skate Park at City Ha.IL Medium DIF Recreation Completed Facilities
Park Land
PR-34 Trail Parcels Acquisition. 373,000 352,388 Acquire parcels along Carpinteria Creek for habitat restoration and High DIF Acquisition; Completed
trail extension. Open Space;
Quimby
rark Lana
PR-35 Acquire Easements and Construct Trails at Bluff I 1,096,000 1,035,434 Acquire trail easements at Bluff I and Bluff II and construct trails. High DIF Acquisition; On-going
and II Open Space;
n·
Park&
Recreation
PR-37 Replaster Community Pool. 64,000 60,463 Replaster Community Pool. Medium DIF, RSF Facilities; 2025 Aquatic
Facilities
Park &
PR-39 Coastal Access Ramp. 4 I 8,000 394,901 Construct new coastal access ramp to beach at Higgins Bluff Medium DrF, TTF Recreation 2025 Facilities
Park &
PR-40 Rebuild El Carro Park Parking Lot. 8 I 7,000 771,852 Rebuild the southern parking lot of El Carro Park. Medium DIF Recreation 2025 Facilities
Park&
PR-41 Replace El Carro Park Restroom/Utility Building. 379,000 358,056 Replace the existing restroom and utility building in El Carro Park. Medium DIF Recreation 2025 Facilities
Subtotal - Parks and Recreation Facilities $9,639,000 $9,106,338 2/2023 Page 4 of 7
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Catego
Commencement
Date
STORM DRAIN FACILITIES - SD
SD-01 Casitas Pass Storm Drain. 1,170,000 1,105,344 Construction of a storm drain line on Casitas Pass from El Carro Low DIF Storm Drain
2025 Lane to Highway IO 1 then east to Carpinteria Creek. Facilities SD-02 East Via Real Storm Drain. I, 157,000 1,093,063 Construction of a storm drain line along Poplar Street and along the Medium DIF Storm Drain
2025
north side of Via Real. Facilities
SD-03 Calle Arena Culvert. 334,000 315,543 Construction of a storm drain from Calle Arena to Carpinteria Creek. Low DIF Storm Drain 2030 Facilities SD-04 Upper Palm Avenue Storm Drain. 79,000 74,634 Construction of a storm drain line along Carpinteria and Palm Low DIF Storm Drain 2030 Avenue from Vallecito to 8th St. Facilities SD-05 Walnut Avenue Storm Drain. 1,377,000 1,300,905 Construction of a storm drain line along the north side of the UPRR Low DIF Storm Drain 2030 from the terminus of Walnut Avenue to Carpinteria Creek. Facilities Construction of street improvements in the beach area neighborhood SD-06 Beach Area Drainage Improvements. 4,826,000 4,559,310 north of 3rd St. and between Linden Avenue and Ash Avenue, to Medium DIF,MA Storm Drain
On-going improve drainage. Project will include full or partial street Facilities reconstruction, concrete swales and roll curbs.
SD-07 Star Pine Road Storm Drain. 816,000 770,907 Installation ofa 24" stonn drain along Vallecito Road and Ogan Medium DLF Storm Drain 2025 Road north of Via Real and east of Linden overcrossing. Facilities SD-12 Storm Drain System Retrofit Program. 801,000 756,736 Retrofit of existing drainage inlets in the City to reduce Storm Drain Medium DIF, GT Storm Drain On-going Pollution. Facilities Construction of an underground storm water lift station near the Storm Drain SD-13 Ash Avenue Storm Water Lift Station. 3,507,000 3,313,199 intersection of Ash Avenue and 3rd street to drain the area during Low DIF, GT Facilities 2030
high tide flooding events.
SD-20 Via Real at Santa Ynez Avenue Storm Drain 399,000 376,951 Construction storm drain improvements from west Cramer Circle to Medium DIF Storm Drain 2025 Improvements. Santa Ynez Avenue to replace the existing open trench. Facilities SD-21 Repairs to Malibu Channel. 203,000 191,782
Perform the necessary repairs to Malibu Channel from Linden Low DIF,GF Storm Drain 2025
Avenue to Franklin Creek. Facilities
Installation of recycled water transmission conduit for future Storm Drain
SD-22 Conduit Installation for Recycled Water Project. 5,652,000 5,339,664 connection to recycled water sources from the Carpinteria Sanitary Medium DIF, GF Facilities
2030
District.
Subtotal - Storm Drain Facilities $20,32 I ,000 $ I 9,198,038 212023 Page 5 of 7
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Cateqo
Commencement
Date
STREETS AND THOROUGHFARES - ST
ST-05 Downtown Sidewalk Infill Project. 1,109,000 1,047,715 Installation of infill sidewalk in the downtown district. Medium MA, SR2S, Streets & On-going DlF Thoroughfares
ST-13 Via Real Widening at Reef Motel. 263,000 248,466 Widening of Via Real at the Reef Motel to provide for continuous Medium DlF, RSTP, Streets &
2030 Class II Bike Lanes. DlF Thoroughfares
Installation of landscaped medians along Casitas Pass Road and bulb DIF,MA, Streets & ST-18 Casitas Pass Road Traffic Calming. 363,000 342,940 Medium RSTP, GT, 2030 outs at the Cameo Road intersection with Casitas Pass Road. SR2S Thoroughfares Linden Ave/Foothill Road Intersection
Construction of intersection improvements for ADA compliance and DlF,MA, Streets & ST-19 710,000 670,765 to accommodate pedestrians, bicyclists and truck turning Medium 2030 Improvements. movements.
GT, SR2S Thoroughfares
ST-27 Intersection improvements at Cramer Road and
20,000 18,895 Install new crosswalk east of Cramer Road across Carpinteria Medium MA,DIF Streets & Completed Carpinteria Avenue. Avenue. Thoroughfares ST-32 Bailard Avenue Street Improvements. 208,000 196,506 Construct sidewalk infill and ADA facilities and curb and gutter Medium
MA,B&P, Streets & Completed
along Bailard Avenue between Carpinteria Avenue and Via Real. DIF Thoroughfares Install new driveways and ADA access at City Hall, new sidewalk ST-37 Parking, Driveway and Sidewalk improvements at
173,000 163,440 immediately east of City Hall, and sidewalk in-fill and restripe for High MA,B&P, Streets &
Completed
and near City Hall. parallel parking along Carpinteria Avenue between City Hall and DIF Thoroughfares Dump Road.
ST-43 Sixth Street Parking Reconfiguration. 24,000 22,674 New striping plan for the south side of 6th Street between Linden Medium DIF,MA Streets &
2025 Avenue and Mable Avenue in order to reconfigure parking. Thoroughfares Crosswalk Relocation at Carpinteria and Elm
Replace the two existing crosswalk; at the intersection of Carpinteria MA,B&P, Streets & ST-48
Avenue.
82,000 77,469 Avenue Elm Avenue and add bulb-outs at the intersection of High DIF Thoroughfares
Completed
Carpinteria Avenue and Holly Avenue.
Install new curb, gutter and sidewalk on the south side of 9th Street Streets & ST-55 Ninth Street Parking and Sidewalk Improvements. 1,047,000 989,142 and reconfigure the on-street parking and add cul-de-sac from Holly High MA,DlF Thoroughfares
2025
Avenue to Franklin Creek. This is a high priority project.
ST-56 Santa Monica/Via Real Intersection Modification. 5,472,000 5,169,611 Address operation deficiencies at the intersection of Santa Monica High MA,DIF Streets & Completed Avenue and Via Real through the installation ofa roundabout. Thoroughfares ST-57
Carpinteria Ave Bridge over Carpinteria Creek -
3,015,000 2,848,388 Replace the existing Carpinteria Avenue Bridge over Carpinteria High GT,MA, Streets & 2023 Roadway. Creek (Roadway work). RMRA,DlF Thoroughfares Subtotal - Streets and Thoroughfares $12,486,000 $11,796,009 2/2023 Page 6 of7
CAPITAL IMPROVEMENT PLAN
Project
Code
Project Names Original Cost Total Cost Description Priority Funding
Sources
DIF Funding
Catego
Commencement
Date
TRAFFIC CONTROL FACILITIES- TC
Install a new traffic signal at the intersection of Carpinteria Avenue TC-01 Carpinteria Avenue/Palm Avenue Intersection 266,000 251,301 and Palm Avenue along with an interconnect system to the existing Medium DIF Traffic Control
Completed Improvements. traffic signal at the intersection of Casitas Pass Road and Carpinteria Facilities Avenue in order to coordinate traffic signal operations.
Install a new traffic signal at the intersection of Santa Ynez Avenue TC-02 Santa Ynez Avenue/Via Real Intersection 259,000 244,687 and Via Real along with an interconnect system to the existing traffic Medium DIF Traffic Control 2025 Improvements. signal at the intersection of 7th Street and Carpinteria Avenue in Facilities order to coordinate traffic signal operations.
Subtotal - Traffic Control Facilities 525,000 495,988
Total $302,970,000 $286,227,526
Funding Sources Key
DIF Development Impact Fee
MA
B&P
RMRA
GT
SLF
GF
STIP
PBIA
TTF
PMF
CT
RSF
SR2S
RSTP
Measure A Fund
Bike & Pedestrian Program through Measure A
Road Maintenance & Repair Account Fund
Gas Tax
Street Lighting Fund
General Fund
State Transportation Improvement Program
Parking Business Improvement Area Fund
Tidelands Trust Fund
Park Maintenance Fund
Caltrans
Recreation Services Fund
Safe Routes to School Program through Measure A
Regional Surface Transportation Program
Note: Estimates are general in nature and in some instances concept level. 2/2023 Page 7 of?
EXHIBIT 5 TO RESOLUTION NO. 6276
CITY OF CARPINTERIA
DEVELOPMENT IMPACT FEES ACCOUNTING (AUDITED)
CITY OF CARPINTERIA
DEVELOPMENT IMPACT FEES LEDGER ADJUSTMENTS CREDITS INTEREST DEBITS LEDGER At July 1, 2022 At June 30, 2023
ACCOUNT PURPOSE
301-000-3016 GENERAL GOVERNMENT FACILITIES DIF $29,147.23 $0.00 $2,271.24 $355.84 $0.00 $31,774.31 301-000-3001 HIGHWAYS & BRIDGES DIF $854,432.15 $0.00 $17,674.08 $9,897.71 $1,538.53 $880,465.41 301-000-3002 STORM DRAIN FACILITIES DIF $293,311.40 $0.00 $2,940.24 $3,055.62 $32,483.33 $266,823.93 301-000-3003 TRAFFIC CONTROL FACILITIES DIF $298,605.04 $0.00 $1,423.60 $3,011.42 $22,250.00 $280,790.06 301-000-3004 STREETS & THOROUGHFARES DIF $103,999.94 $0.00 $3,460.74 $1,220.81 $0.00 $108,681.49 301-000-3005 PARKING FACILITIES DIF $132,473.53 $0.00 $1,505.90 $0.00 $133,979.43 301-000-3006 PARK LAND ACQUISITION DIF
1 $34,764.32 $0.00 $7,786.54 $480.49 $0.00 $43,031.35
301-000-3007 PARK & RECREATION FACILITIES DIF $182,479.92 $0.00 $0.00 $2,055.98 $69,543.60 $114,992.30 301-000-3008 AQUATIC FACILITIES DIF $55,980.35 $0.00 $487.48 $640.30 $0.00 $57,108.13 301-000-3009 OPEN SPACE DIF $38,076.97 $0.00 $5,089.14 $489.04 $0.00 $43,655.15 301-000-3017 QUIMBY FEES $360,896.69 $0.00 $4,066.92 $103,097.00 $261,866.61 TOTAL $2,384,167.54 $41,133.06 $26,780.03 $228,912.46 $2,223,168.17
1. Park Land Acquisition DIF is a carry-over from the previous DIF Program.
City of Carpinteria
COUNCIL AGENDA STAFF REPORT
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
2023 Economic Vitality Program report
STAFF RECOMMENDATION
Receive and file the 2023 Economic Vitality Program report Sample Motion: I move to receive and file the 2023 Economic Vitality Program report.
BACKGROUND
The annual report on the Economic Vitality Program ("Program") was last provided in 2019. Reports were not provided for years 2020, 2021, and 2022 due to COVID-19 and staffing transition.
The Program consists of activities related to all City Departments, including General Government; Administrative Services; Community Development; Public Works; and Parks, Recreation and Community Services. The Program is overseen by the City Manager's office with primary responsibility assigned to the Assistant City Manager. The integrated nature of the Program in the City organization is fundamental to its approach in promoting a vital and sustainable economy in Carpinteria.
Outlined in this report are the various Program activities, projects, and services that contribute to economic vitality in Carpinteria.
DISCUSSION
A. General Government
Program items managed annually by General Government staff may include business attraction and retention activities, legislative action and/or advocacy, visitor services (e.g., HOST Program), and communication and coordination with the Chamber of Commerce.
Economic Vitality Program Report
November 27, 2023
Legislative Advocacy and Development
The City has taken positions on legislation or developed legislation that supports local businesses in several ways, including, but not limited to:
• A moratorium on formula businesses
• Protection of the City's affordable housing stock, including letters of opposition to various proposed bills affecting housing and threatening local control, changes to Zoning regulations and Zoning Map regarding Accessory Dwelling Unit (ADU) and Junior Accessory Dwelling Unit (JADU) regulations, and anti-displacement measures, to name a few.
• Anti-Displacement program regulations were initiated by the City Council in May of this year. Related work to date includes adoption of a just-cause eviction ordinance to protect tenants that was adopted as an urgency matter in September. The anti-displacement program, in part, serves to protect housing for workers in key local industries such as hospitality.
• COViD-19 Outdoor Business Permit Program and Downtown" "Parklet Permit Program: Allows use of private property outdoor spaces and City right-of-way for limited business operations, initially to comply with County health orders and to support businesses during the pandemic, and later in acknowledgment of ongoing risks and to support economic recovery efforts.
HOST Program
The City's HOST Program exists primarily to support and promote visitor services in the Downtown. Every weekend from Memorial Day through Labor Day in September, City HOSTs volunteer their time at the downtown Visitor Center greeting visitors, answering questions about the Carpinteria Valley and providing information on activities that appeal to a variety of interests. During the 2023 Season, HOST greeted 3,282 visitors representing 28 states and 13 countries, including many Californians.
General Business Assistance
• In the past, City staff maintained an Available Commercial Properties inventory on the City's web page; however, this was discontinued due to the current real estate climate post-pandemic and diminished utility.
• To develop and maintain relationships and support local business, City staff and elected officials attend various business-related events such as the annual State of the City and County events, Chamber mixers, and the annual UCSB South County Economic Summit.
Economic Vitality Program Report
November 27, 2023
Chamber of Commerce
In the past, the City Manager served as an ex-officio member of the Carpinteria Valley Chamber Board of Directors. In addition, members of City Council and the Chamber Board of Directors met as the City/Chamber Committee to work on cooperative projects and programs aimed at improving the business climate in Carpinteria. Since the last Program report in 2019, the Carpinteria Valley Chamber of Commerce merged with chambers from Santa Barbara, Goleta, and surrounding areas, to form the Santa Barbara South Coast Chamber of Commerce ("Chamber".) After the merger, the Chamber initiated the Carpinteria Business Committee. The committee last met on October 17, 2022, and has since dissolved; however, according to the Chamber, several members sit on other Chamber committees where similar discussions occur.
In partnership with the Chamber, the City sponsors and participates in the Chamber's annual State of the City event and the Carpinteria Community Awards Gala. In addition, to maintain communication with the Chamber on Carpinteria-specific issues, the City Manager, Assistant City Manager, and Chamber Executive Director endeavor to meet at least quarterly to discuss overlapping matters of interest with the goal of assisting Chamber efforts that are in alignment with City policy, as well as improving mutual understanding for individual policies not in exact alignment. The Chamber's current programs and priorities include, but are not limited to:
• Housing, including State and local legislation pertaining to Average Unit Density, City Housing Elements, and Regional Housing Needs Allocation 1 . To promote
workforce housing as a critical piece of the region's economic development. • Pandemic Response & Recovery2. To address long-term recovery strategies, emerging issues, and additional challenges businesses faced during reopening. • Techtopia
3 . A moniker for what the Chamber calls the "bustling hub of tech companies ranging from startups to industry leaders." Techtopia aims to promote and expand the "thriving technology and manufacturing industry on the Santa Barbara South Coast."
• Childcare
4 . To ensure a stable and equitable workforce.
• County's Climate Action Plan
5 . To ensure economically feasible and impactful
climate policies.
• Homelessness
6 . To address the well-being of individuals and the community atlarge. Additionally, it recognizes the impact homelessness has on businesses, tourism, and the local economy and encourages business participation in regional homelessness discussions and solutions.
1 https://sbsccham ber. com/wp-content/u ploads/2 023/03/Roadmap-to-Recovery-The-Road-Home. pdf 2 5e553e0f-aae8-4 f4a-95a0-6c4b166c2b20. pdf ( constantcontact.com) 3 https://sbscchamber.com/advocate/special-projects/
4 https://sbscchamber.com/advocate/special-projects/
5 https://sbscchamber.com/advocate/special-projects/
6 https://sbscchamber.com/advocate/special-projects/
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Page4
The City and Chamber work individually and cooperatively in many of these areas.
Some examples include:
• Carpinteria Business Recovery Survey Walk: Assistant City Manager, Michael Ramirez, and Chamber Staff spoke to business operators about their recovery challenges and needs, and encouraged business owners to complete a recovery needs survey developed by the Chamber (May 2022).
• Promotional Ribbon Cutting events such as BEGA's Flip the Switch event to celebrate the company's large solar project (September 2022), and more recently the grand opening of Lokomania (August 2023.)
• Workshop Participation: Regional Economic Action Coalition (REACH) Economic Development Roundtable (May 2022.) Santa Barbara County Workforce Housing and Economic Development Workshop (May 2023).
• Safe Parking Program Pilot: Provides a safe place to sleep at night for individuals experiencing homelessness and living out of their vehicle, and connects individuals to resources.
Measure X
A portion of revenues from Measure X have funded Economic Vitality-related programs and services, including $200,000 allocated in the 2023-2024 adopted City budget for addressing mid and long-term impacts of the pandemic on small businesses. One example of how these funds will be spent in the current fiscal year is the purchase of prefabricated modular parklets in order to assist with upfront costs related to the City Council-approved permanent parklet program. Measure X also helps to support the City's Community Resource Officer position that provides expanded public safety, including business outreach.
B. Community Development
The Community Development Department (COD) has a direct impact on the economic vitality of Carpinteria by providing the overall framework for the physical development of the City, encouraging new private investment and promoting the City as an attractive and safe place to live, work, and visit. Additionally, the Department oversees enforcement of local laws through its Code Compliance division to ensure the City's business districts are accessible, safe, and attractive. The Code Compliance team is instrumental in support of the City's economic vitality efforts by helping to ensure that properties are properly constructed and maintained, parking laws are adhered to, illegal and misplaced signs are corrected, and no smoking in public space rules are enforced, to name a few. Also, City Code Compliance Officers are working proactively with homeless outreach service organizations and the Sheriff's Department in their involvement with the City's homeless population
Economic Vitality Program Report
November 27, 2023
Notable projects since last annual report include:
• 700 Linden Avenue
• Via Real Hotel
• Surfliner Inn
• The Carpinteria Farm, Hospitality and Residential Project Details on the status of these projects, and others, can be found in the recently published 2023 Carpinteria Valley Economic Profile (Attachment A.) Housing
COD provides a variety of activities that support the maintenance and development of workforce housing. In addition to efforts stated in the Legislative Advocacy and Development section, COD is shepherding several mixed-use projects at various stages of development, including 68 residential and apartments units. Additional detail on the status of these projects is included in the 2023 Carpinteria Valley Economic Profile (Attachment A.).
The Department also oversees programs and implements regulations aimed at preserving the City's housing stock and affordability, including, but not limited to, city regulations that serve to limit short-term vacation rental, condominium and cooperative ownership conversions, and mobile home park conversions.
General Business Assistance
COD staff provide a variety of assistance to new and existing businesses, including but not limited to, zoning, development, business expansion, and certificates of occupancy.
C. Public Works
The Public Works Department is responsible for the administrative, engineering, operations, and maintenance of the City infrastructure. The Department provides staff support to the Downtown "T" Business Advisory Board, the Traffic Safety Committee, and the Tree Advisory Board, and represents the City on regional transportation matters. The Public Works Department directly and indirectly impacts the local economy by making needed infrastructure improvements and maintaining City infrastructure. This work supports and encourages private investment and quality of life for both residents and visitors. The Department has on-going programs to maintain and improve the City's public realm such as administering environmental programs (e.g., stormwater quality, solid waste, resource conservation, etc.); upkeep of parks, open space, and public facilities; cleaning and painting street furnishings; repairing asphalt and concrete pavement; curbs, gutters and sidewalks; and trimming and replacing street trees. The improvement and maintenance of City infrastructure is critical to attracting and Economic Vitality Program Report
November 27, 2023
maintaining business, supporting private property values, and promoting the community as a safe and attractive place to live and visit.
A list of the Public Works Department's completed and scheduled economic vitality related activities since the last report include, but are not limited to:
• Public Parking Lot No. 1 improvements, i.e., Electric Vehicle Charging Stations, regulatory changes concerning overnight parking, etc.
• 2022 Pavement Rehab Project
• 2023 Pavement Maintenance and Rehabilitation Project
• Linden Avenue Improvements Project
• Franklin Creek Trail Improvement Project
• Carpinteria Skate Park Project
• Linden Avenue Beach-End Beautification Project
• Parklet Permit Program
Additional detail on these projects, and others, is included in the Capital Improvements section (p. 112) of the 2023-24 Adopted Budget7.
Downtown "T" Business Advisory Board
• As it relates to on-going general promotion of Downtown business activities, economic growth, and infrastructure maintenance of the Downtown "T" (sidewalks, street furniture, parking lots, street lighting, landscaping), the Downtown "T" Business Advisory Board (DTBAB) makes recommendations to the City Council concerning use of assessment district revenues for these purposes.
Special Events
• Community activities, especially special events, also stimulate participation and invite tourism which in turn provides vitality to the Carpinteria community's local economy. The Public Works Department administers the permitting of various special events, including but not limited to:
o California Avocado Festival
o Holiday Spirit Parade
o Independence Day Parade
o Surf 'n' Suds Beer Festival
o Carpinteria Farmers Market
7 https://carpinteriaca. gov /wp-contenUu ploads/202 3/06/FY -202 3-24-Adopted-Budget-06. 26. 2023-Fina I. pdf Economic Vitality Program Report
November 27, 2023
o Rods and Roses Classic Car Show
o Amgen Tour of California
D. Parks, Recreation, and Community Services (PRCS)
Open space conservation and the creation of City parks are investments that produce significant local economic benefits. Parks provide intrinsic environmental, aesthetic, and recreation benefits to our community. Parks enhance property values, increase municipal revenue, bring in homebuyers, tourists and businesses, and attract retirees. A well-developed park and trail system benefits public health, community identity, and improves property values and local economic metrics. PRCS provides, is currently working on, and/or has completed several significant projects, programs, and services that will serve to improve the economy in the Carpinteria community, key items include, but are not limited to:
• Carpinteria Bluff II Trail
• Carpinteria Skate Park
• Carpinteria Rincon Trail Project
• Monte Vista Park Play Structure Replacement
• Senior Services
• Ocean Lifeguard Service
• Library Services
POLICY CONSISTENCY
The Economic Vitality Program is consistent with the City's Mission to enhance the City's economic base in a manner that is consistent with the needs and preferences of the community.
FINANCIAL CONSIDERATIONS
There are no financial considerations at this time.
LEGAL AND RISK MANAGEMENT CONSIDERATIONS
There are no legal considerations associated with receipt and file of this report.
OPTIONS
1. Receive and file.
2. Direct staff as appropriate.
Economic Vitality Program Report
November 27, 2023
PRINCIPAL PARTIES EXPECTED AT MEETING
No principal parties expected to attend.
ATTACHMENTS
Attachment A: 2023 Carpinteria Valley Economic Profile
Staff contact: Michael Ramirez
(805) 755-4450, [email protected]
Reviewed by: Dave Durflinger, City Manager
(805) 755-4400, [email protected]
ATTACHMENT A
2023 Carpinteria Valley
Economic Profile
The 2023 Carpinteria Valley
Economic Profile
Volume 6 September 2023
Prepared for:
City of Carpinteria
5775 Carpinteria Avenue
Carpinteria, CA 93013
(805) 684-5405
Prepared by:
The California Economic Forecast
Mark Schniepp, Director
5385 Hollister Avenue, Box 207
Santa Barbara, California 93111
(805) 692-2498
[email protected]
Table of Contents
Executive Summary 1
Demographics 8
Employment and Income 14
Residential Real Estate 19
Commercial Real Estate 22
Retail Trade and Tourism 25
New Development 29
Quality of Life 38
Data Sources 43
Acknowledgements 44
EXECUTIVE SUMMARY
1 Overview
The Carpinteria Valley is a community of just
over 16,000 residents. The community has
always been a diverse economy consisting
of emerging tech companies, advanced
manufacturers, and healthcare products and
services firms. The agriculture sector employs
more people than any other industry, followed
by manufacturing. Software and IT development
have historically been a principal labor market
sector in Carpinteria along with the hospitality
sector supporting tourism.
The labor market is fully utilized today. In April
2023, 3.6% of Carpinterians actively seeking
employment were unemployed. Since 2020,
construction has been the fastest growing
employment sector, followed by entertainment
& recreation services, and private education.
All of the jobs lost in the pandemic recession
of 2020 were fully restored in 2021, led by
accommodation and food services. Between
2021 and 2022, an estimated 517 total new jobs
were created.
The largest employer in the Valley is software
developer, Procore, followed by Agilent
Technologies, providers of diagnostic
instruments and software, and the Carpinteria
Unified School District which serves all public
school students in grades K-12. LinkedIn and
Nusil Technologies round out the top 5 largest
employers in the region.
7,500
7,800
8,100
8,400
8,700
9,000
9,300
9,600
9,900
10,200
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Total Employment / Carpinteria Valley
2012 - 2022 jobs
The city attracts a large volume of visitors to its
beaches including the State and City beach,
the Carpinteria Bluffs for hiking, the Salt Marsh
Preserve for bird watching, and the annual
Avocado Festival.
EXECUTIVE SUMMARY
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 2
LinkedIn. The campus on Via Real includes 87,000 square feet on 15 acres.
The company is now a subsidiary of Microsoft and the principal focus of the Carpinteria operation is the production of tutorial videos for online learning.
Largest Employers in the Carpinteria Valley.
EXECUTIVE SUMMARY
3 CALIFORNIA EC0NOMIC FORECAST
Tourism
The presence of visitors and their spending
represents a significant contribution to the
Carpinteria Valley economy. Tourism generates
substantial revenues for the city’s general fund,
supports a significant number of jobs, and
accounts for more than half of all retail sales
transactions in the city of Carpinteria, including
at local shops, restaurants, recreational sites,
and gasoline stations.
The State Beach attracted an estimated 895,000
visitors in the latest reporting year, and these
visitors spent approximately $50 million in
Carpinteria.
The 230 acre park is dominated by an estuary set aside as a sanctuary for shorebirds. The preserve includes a 1.2 mile hiking trail with several observation areas for bird watching.
There are seven formal transient lodging
facilities with 594 rooms in the region, and more
than 200 short term vacation rental properties.
Hotel/motel occupancy is high to full during the
summer months. In fact, peak level occupancy
has precipitated the need for additional transient
properties, which are now in development.
Annual room sales will record new highs in the
city during fiscal year 2022-2023.
EXECUTIVE SUMMARY
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 4
The short term visitor rental industry has grown
in popularity over the years and contributed
a record $844,000 in transient occupancy
tax revenues to the City of Carpinteria during
calendar 2022.
The annual California Avocado festival was
first held in 1987 and has been an ongoing
annual celebration of the avocado ever since.
It is the largest community gathering in the city
estimated to attract 100,000 visitors over the 3
day event.
Commercial Real Estate
Despite rising employment in the office sector,
remote work-from-home and hybrid work
schedules have reduced the need for office
space. There are fewer workers utilizing the
office on a daily basis. Consequently, employers
need less office space and have downsized as
they renew leases, or have vacated some space
and are marketing it for sublease.
Source: Edhat Santa Barbara
Linden Avenue, downtown Carpinteria
EXECUTIVE SUMMARY
5 CALIFORNIA EC0NOMIC FORECAST
A large amount of space---approximately 27
percent of the total office market---is currently
available for lease. Much of this space has been
vacated by ProCore the largest employer in
Carpinteria.
Manufacturing and technology are the most
important sectors of the Carpinteria Valley
economy. Historically, the high rates of both
office and industrial market utilization are a
testament to the strength of the Carpinteria
Valley as a desirable business location along the
Central Coast. While all office utilization is now
in flux, the industrial sector remains a strong
competitor to neighboring cities Santa Barbara,
Goleta, and Ventura. Currently, industrial
vacancy is negligible.
Residential Real Estate
The existing housing market is characterized
by extraordinarily low inventory, high mortgage
rates, and record high selling values, all of
which conspire to limit home sales in the current
environment.
The median selling value of a single family home
in Carpinteria during 2023 was $2.3 million, an
increase of 19 percent over the median selling
value of all homes sold during the 2022 calendar
year. There has been no correction observed in
home prices despite high mortgage rates and
the attendant slowdown in housing demand.
0 4
8 12
16 20
24 28
2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
percent Office Vacancy Rate / Carpinteria Valley
vacant 2018 Q1 - 2023 Q1
0.4 0.6
0.8 1.0
1.2 1.4
1.6 1.8
2.0 2.2
2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023* Median Selling Price / Single-Family Homes
Carpinteria Valley millions
of dollars 2003 - 2023
* through May. Source: Santa Barbara Association of Realtors
EXECUTIVE SUMMARY
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 6
New Housing Development
Fourteen homes are currently under
construction along with 9 approved homes
waiting to start construction this year. Just over
80,000 square feet of commercial space is under
construction, including the 700 Linden project
that will substantially upgrade a full city block of
commercial space in the center of town.
Currently, the new residential pipeline is the
largest since 2013 with 151 housing units in
some stage of the planning process; 100 of
these units have been approved.
With the formal application of the Carpinteria
Farm project in February 2023, there is a
record 417,000 square feet of commercial
and industrial space in the total non-residential
pipeline, with 226,000 square feet of space now
approved or underway.
The Farm project features 99 transient rooms,
an organic farm, restaurant, spa and commercial
space, all totaling 122,200 square feet of
development.
0 50
100
150
200
250
Sep-11 Oct-12 Apr-13 Apr-15 Apr-17 Apr-19 Sep-21 Jun-23 Residential Project Pipeline / Carpinteria units
2011 -- 2023
Total pipelilne
Approved or
under construction
Artist rendering of 700 Linden at 8th Street.
EXECUTIVE SUMMARY
7 CALIFORNIA EC0NOMIC FORECAST
Quality of Life
Regional economic conditions are both
supported and sustained by quality of life
factors present in the community. These include
educational attainment of the population, their
relative income, public safety and general
mobility of the population to access their
workplace, and acquire goods and services
efficiently.
Residents of the Carpinteria Valley enjoy a
relatively high standard of living, and 39 percent
of the population has a 4 year college degree
or higher. For the greater Santa Barbara County
area, 35 percent of the population has earned a
bachelor’s degree or higher.
Crime rates in Carpinteria remain extraordinarily
low despite the uptick observed in many
cities and towns during 2020 and 2021. The
incidence of both property and violent crimes
in Carpinteria is still among the lowest levels
observed in Central Coast communities, and is
significantly lower than those prevailing across
California.
Commute times for Carpinteria residents
averaged 26 minutes in 2022. This average was
higher than commuting residents in neighboring
Santa Barbara but lower then commuting
residents of Ventura and Oxnard. Highway 101
construction largely played an influencing factor
in the commuting time averages.
Though the lengthy Highway 101 widening
project continues between Santa Barbara and
Summerland, the phase of construction through
Carpinteria is now complete. Consequently,
peak hour congestion is expected to markedly
improve in Carpinteria this year and especially
by mid 2024 when the Rincon to Ventura phase
is scheduled for completion.
100
150
200
250
300
350
400
2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
Total Crime Index
2002 - 2022
reports per
10,000
residents
City of Carpinteria
California
Santa Barbara
County
18 20
22 24
26 28
30 Goleta City of
Santa
Barbara
Santa Maria Carpinteria Camarillo Oxnard City of
Ventura
Lompoc
Average Commute Times for
Selected Cities in
Santa Barbara and Ventura Counties
2023
minutes
each way
DEMOGRAPHICS
8 Demographic trends can be highly influential for
regional economies.
Population growth is an important driver of
economic activity, as it typically results in a
larger income pool and greater consumer
spending, which brings new customers to local
businesses. It also creates demand for housing,
which can spur the construction industry and
lead to gains in property tax revenue.
Income is strongly related to educational
attainment, and regions with a highly trained
workforce often have a larger share of
individuals in the upper income categories.
Population Growth
The Carpinteria population is now declining, with
the City of Carpinteria losing approximately 150
residents in 2023.
According to the Department of Finance, the city
of Carpinteria has 12,711 residents as of 2023.
This sends it back to population levels that were
last observed in 1987.
The population has been shrinking since 2016.
Between 2016 and 2023, the overall population
fell by approximately 830 residents as high home
prices resulted in a meaningful wave of outmigration.
Housing prices have become a serious issue that
have limited population growth and have made
it difficult for low-income households to live in
Carpinteria.
The population of the Carpinteria Valley, which
includes the City of Carpinteria and the entirety
of zip code 93013, is 16,069 residents in 2023.
The Valley-wide population has been remarkably
constant over the last 13 years.
15,921
16,202
16,069
15,750
15,800
15,850
15,900
15,950
16,000
16,050
16,100
16,150
16,200
16,250
2010 Census 2020 Census 2023 Estimate
Population / 93013 number of
residents
12,600
12,800
13,000
13,200
13,400
13,600
13,800
14,000
2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023
number of Population / City of Carpinteria
residents 2003 - 2023
DEMOGRAPHICS
9 Ethnicity and Age
White alone constitutes the largest ethnicity of
Carpinteria Valley residents, followed by a mix of
2 or more races. Asian, Black/African American,
and Native American round out the balance of
the population’s ethnicity. The composition of
ethnicity in the Valley has been relatively constant
since the 2010 census.
Just over 20 percent of the resident population is
under 18 years old, largely constituting the preschool and K-12 school age population. In 2023, The 5 to 17 year old population population was
estimated at 2,470 children.
College age population constitutes 9.2 percent of
the total. Entry and mid-level managerial worker
age populations (25 to 44 years old) account for
the largest population share at 27 percent. The
population that would overlap with the senior level
workforce comprises 24 percent of Carpinteria
Valley residents. The retirement age population
(65 years and over) accounts for nearly 19 percent
of the local population.
Household Income
• The Carpinteria Valley has evolved as a
relatively affluent area where residents report
higher incomes than the average California or
average Santa Barbara County resident.
• As of 2023, the median household income
in the city of Carpinteria is $83,882, which is
lower than Santa Barbara County ($84,816) and
California ($89,113).
White 74%
Black 1%
Native American
1%
Asian 2%
Other 22%
Ethnicity of Population / Carpinteria Valley • 2023
5.2 20.6
8.9 25.7 24.3
11.9 8.6
0 5
10 15
20 25
30 0 to 4 5 to 17 18 to 24 25 to 44 45 to 64 65 to 74 75 & over percent of Population by Age Category / Carpinteria Valley population 2023 Principal Fall 2022
School Enrollment
Canalino Elementary 506
Aliso Elementary 347
Carpinteria Family 70
Summerland Elementary 49
Carpinteria Middle 438
Howard School 78
Carpinteria High 678
Cate High School 279
Source: California Economic Forecast
DEMOGRAPHICS
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 10
Demographic Snapshot Carpinteria 2023
• More than 40 percent of households earned
$100,000 or more. An unusually high share
(almost 19 percent) earned more than
$200,000.
• Carpinteria also has a flatter distribution of
income than California or Santa Barbara
County. Carpinteria has a larger share of
households with incomes between $50,000
and $199,999 and a lower share of households
with incomes below $50,000.
• Housing costs in Southern Santa Barbara
County, including Carpinteria, have come
to influence the distribution of income in
the resident population. Because housing
affordability remains a growing issue,
higher income households are better able
to obtain housing in the region. Over time,
higher income households have moved into
Carpinteria and some low income households
have migrated elsewhere.
Education
• According to Claritas, a demographic data
company, 23 percent of residents aged 25 and
older have a bachelor’s degree in the City of
Carpinteria, and 14 percent have an advanced
degree.
• Across Santa Barbara County, 21 percent of
residents have a bachelor’s degree and 14
percent have an advanced degree.
Population Population with
Change Population in Population Median 4-Year Degree
Since Labor in Household or
Population 2010 (%) Force (%) Poverty (%) Income ($) Higher (%) City of Carpinteria 12,711 -2.3 65.3 3.0 83,882 36.7
Santa Barbara County 448,731 5.9 63.2 6.6 84,816 34.8
California 39,455,491 5.9 63.5 8.6 89,113 34.7
Population Population Population
Age 5-17 (%) Age 25-64 (%) Age 65+ (%)
City of Carpinteria 2,108 15.9 6,637 51.1 2,588 19.5
Santa Barbara County 72,939 16.3 209,385 46.7 74,753 16.7 California 6,382,689 16.2 20,793,813 52.7 6,368,969 16.1 Source: California Department of Finance, Claritas, California Economic Forecast 14 16
18 20
22 24
26 28
30 32
Less Than $50,000 $50,000 - $99,999 $100,000 - 199,999 $200,000 and Above percent of Household Income
households 2023
City of Carpinteria Santa Barbara County California
DEMOGRAPHICS
11 CALIFORNIA ECONOMIC FORECAST
• Statewide, 22 percent of the population has
a bachelor’s degree and 13 percent has an
advanced degree.
• Approximately 31 percent of Carpinteria
residents have earned an associate’s degree,
or have attended some college classes
without graduating, while 23 percent have a
high school diploma or less.
California schools now administer the CAASPP
exam – a replacement system for the old
California Standard Test (CST).
The State of California has established
benchmarks for student scores, and schools can
be evaluated by the rate at which their students
pass these benchmarks.
Because information for the 2022-2023 school
year is currently still unavailable, the most
recently available data is for the 2021-2022
school year.
• On the English Language Arts portion of
the CAASSP, approximately 43 percent of
students met testing benchmarks in the
Carpinteria USD, according to the California
Department of Education.
• Across California, 47 percent of students met
benchmarks on the English Language Arts
test.
5 10
15 20
25 30
35 40
High School or Less Some College Bachelor's Degree Advanced Degree Educational Attainment Among
percent of Population Age 25 and Older
population 2023
Santa Barbara County
City of Carpinteria
California
DEMOGRAPHICS
12 CALIFORNIA ECONOMIC FORECAST
• Approximately 44 percent of students met
Math benchmarks in the Carpinteria USD,
while 54 percent met benchmarks statewide.
• Testing results varied by race and ethnicity. In
the Carpinteria USD, 65 percent of Asian and
70 percent of White students met benchmarks
in English Language Arts, while 35 percent
of Hispanic or Latino students met the
benchmarks.1
• In Math, approximately 70 percent of Asian
and 62 percent of White students met
benchmarks at Carpinteria USD, compared to
29 percent of Hispanic or Latino students.
• Statewide, Asian students met benchmarks
at higher rates than White or Hispanic/Latino
students on both tests.
The California Department of Education records
the four-year adjusted cohort graduation rate
each year. This includes the number of students
in each cohort, the number of students who
received a regular high school diploma, and the
number of students who graduated meeting UC/
CSU requirements.
During the 2021-2022 school year, the
Carpinteria Unified School district had a
graduation rate of approximately 97%, which is
the highest rate on record.
___________________________________________
1 The California Department of Education only provides data for the White, Asian, and Hispanic/Latino groups for the Carpinteria Unified School District for the CAASPP.
DEMOGRAPHICS
13 CALIFORNIA ECONOMIC FORECAST
24%
28%
32%
36%
40%
44%
48%
2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 School Year
Percent of Students Meeting UC/CSU
Requirements By School Year
percent of
students Carpinteria FY 2017 -- FY 2022
SB County
California
Santa Barbara County and the entire state of
California also had their highest graduation rates
in the 2021-2022 school year, both being above
90%.
These all-time high rates are most likely due to
the California Legislature enacting Assembly
Bill 104, which altered specific policies to help
students earn their diplomas following the
COVID-19 pandemic.
The pandemic took a toll on many students
education during the 2020-2021 school year,
and grades took a significant dip. AB 104 was
signed off on by California Governor Gavin
Newsom in July of 2021, and provides students
with three options towards learning recovery:
pass/no pass grading, student retention, and
altered graduation requirements.
84%
88%
92%
96%
100%
2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 School Year
Percent of Students Graduating By School Year percent of students
FY 2017 -- FY 2022
Carpinteria
SB County
California
Evidently, the bill was successful at increasing
graduation rates, even if it came at the cost of
lowered academic standards.
As for the percentage of graduating students
meeting UC/CSU requirements, the bill didn’t
seem to have much of an impact. In the 2021-
2022 school year, 46% of California students
met the requirements, 40% of Santa Barbara
county students met the requirements, and 43%
of Carpinteria students met the requirements.
EMPLOYMENT AND INCOME
14 Employment and Unemployment
The labor market is currently the strongest pillar of
the Carpinteria economy, indicative of California
labor markets in general which are showing few
signs of weakening through the first half of 2023.
Total overall jobs have been restored from the
pandemic recession, and total employment is
now at record levels in both the County of Santa
Barbara and the Carpinteria Valley.
Carpinteria is a jobs center, with more jobs
available than a resident labor force to fill
it. Because the population of Carpinteria is
shrinking, this has limited the growth of the
resident labor force amid the growing demand
by local employers for workers. The region
draws from the Santa Barbara and Ventura
labor markets to accommodate the demand for
workers, especially by the largest employers.
The unemployment rate fell to as low as 2 percent
in the spring of 2022, and remained very low
reflecting a very tight labor market until early
2023. It has since increased, averaging 4.0
7,000
7,500
8,000
8,500
9,000
9,500
10,000
10,500
Jun-10 Jul-12 Aug-14 Sep-16 Oct-18 Nov-20 Dec-22
Total Employment / Carpinteria Valley
June 2010 -- December 2022 jobs
1.0 1.5
2.0 2.5
3.0 3.5
4.0 4.5
5.0 5.5
Apr-21 Jul-21 Oct-21 Jan-22 Apr-22 Jul-22 Oct-22 Jan-23 Apr-23 Unemployment Rate percent
unemployed
April 2021 -- April 2023
Santa Barbara
Carpinteria
Goleta
percent for the year. Unemployment rates in
neighboring Santa Barbara and Goleta are also
rising as the general economy slows down in
2023.
Labor markets are still fully utilized, however,
and job openings are still at above average
levels. Heath care and education are the
principal sectors with job openings, followed by
manufacturing.
750
825
900
975
1,050
1,125
1,200
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Employment in Hotels, Restaurants, Bars, Catering
Carpinteria Valley
2012 - 2022 jobs
EMPLOYMENT AND INCOME
15 CALIFORNIA ECONOMIC FORECAST
Total ads
August 2023 246
September 2021 195
February 2020 140
Job Postings Carpinteria Valley
Since 2020, construction has been the fastest
growing employment sector, followed by
entertainment & recreation services, and private
education. All of the pandemic-related job
loss in 2020 was restored in 2021, including
accommodation and food services. Between
2021 and 2022, an estimated 517 total new jobs
were created.
Construction employment has increased
because of new development projects in
the Valley, including the freeway widening
and overpass project, 700 Linden, and other
rehabilitation projects around the City. In view
of the number of future projects in the planning
process, construction employment is likely to
remain at current levels for the next two years.
700
750
800
850
900
950
1,000
1,050
1,100
1,150
1,200
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Employment in Professional & Business Services
Carpinteria Valley
2012 - 2022
jobs
Cannabis production was surging in Carpinteria
Valley in 2019 and 2020, along with agricultural
employment. The industry is only producing
indoor, occupying the greenhouses that used
to grow orchids and other flowers before 2018.
Employment remains at its highest levels
although cannabis production has softened due
to both steep price declines in the cultivation
and retail markets, as well as an overabundance of supply statewide. 325
350
375
400
425
450
475
500
525
550
575
600
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Employment in Construction / Carpinteria Valley
2012 - 2022 jobs
1,225
1,250
1,275
1,300
1,325
1,350
1,375
1,400
1,425
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Employment in Manufaturing
Carpinteria Valley
2012 - 20221 jobs
EMPLOYMENT AND INCOME
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 16
The rebound in hotel and food services
employment has been evidence of a
strengthening visitor industry, and employment
in retail stores has surged since the economy
fully reopened in the spring of 2021. Many retail
jobs in the Carpinteria Valley support residentserving grocery stores like Albertsons and Smart & Final, but visitor-serving restaurants and bars
account for 21 percent of all retail outlets and 29
percent of total retail sales.
450
475
500
525
550
575
600
625
650
675
700
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Employment in Retail Trade / Carpinteria Valley
2012 - 2022 jobs
425
450
475
500
525
550
575
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Public Sector Employment / Carpinteria Valley
2012 - 2022 jobs
Average Salaries
Average salaries rose 7.4 percent in 2022 and
are now at just under $70,000 per worker.
With an average salary of $166,000, the
management sector paid the highest wages in
2022.
2020 to 2022
Sector 2018 2020 2022 pecent change
--------------------------– total jobs –-------------------------- Agriculture 1,295 1,575 1,845 17.1
Construction 457 464 585 26.2
Manufacturing 1,285 1,298 1,361 4.9
Wholesale Trade 710 508 521 2.6
Retail Trade 561 572 681 19.1
Information 1,211 1,041 1,071 2.9
Finance & Insurance 190 173 183 5.8
Real Estate & Rental & Leasing 140 123 126 2.7
Professional, Scientific, & Technical 323 404 415 2.6
Management Of Companies & Enterprises 98 77 54 -29.7
Admin Suppor, Waste Mgmt & Remediation 474 599 712 18.9 Educational Services (NGOs) 215 216 267 23.3
Health Care & Social Assistance 292 308 368 19.6
Arts, Entertainment, & Recreation 139 119 149 24.6
Accommodation & Food Services 1,197 819 991 21.0
Other Services 137 133 162 22.1
Utilities, Mining, Transporation, Warehousing 81 74 76 2.1 Public Sector (City, State, Schools) 481 464 512 10.3
Total, all Industries 9,285 8,967 10,078 12.4
Employment by Sector Carpinteria Valley
EMPLOYMENT AND INCOME
17 CALIFORNIA ECONOMIC FORECAST
The manufacturing, finance, information, utilities,
and professional services sectors generate
relatively high salaries, and dominate the largest
employers in Carpinteria. Because of the
large hospitality and visitor services sector, the
average per worker salary is lower overall for the
entire workforce in the Valley labor market.
The lowest paying sectors are hotels,
restaurants, bars, and caterers. These
businesses have large numbers of young
workers, part time workers, and workers without
college degrees, and compensation tends to be
lower.
Largest Employers in the
Carpinteria Valley
In the Carpinteria Valley, the California Economic
Forecast identified 12 organizations that have
sizeable employee headcounts. This information
was obtained through phone surveys that were
conducted in May of 2023.
Sector 2022 Average Salary*
Management Of Companies 165,898
Information 135,445
Finance & Insurance 92,985
Professional, Scientific, & Technical 92,359
Manufacturing 91,206
Wholesale Trade 81,574
Construction 67,743
Local Public Sector 67,118
Educational Services 62,848
Real Estate & Rental & Leasing 55,217
Other Services 53,897
Administration and Support Services 52,572
Agriculture 48,798
Transportation & Warehousing 47,020
Health Care & Social Assistance 40,802
Retail Trade 40,196
Arts, Entertainment, & Recreation 38,751
Hotel & Food Services 32,194
Total, All Industries 69,165
*dollars per worker
Source: California Economic Development Department
and the California Economic Forecast
Average Annual Salary Carpinteria Valley
46,000
49,000
52,000
55,000
58,000
61,000
64,000
67,000
70,000
2014 2015 2016 2017 2018 2019 2020 2021 2022
Average Salary / Carpinteria Valley
2014 - 2022
dollars
per worker
EMPLOYMENT AND INCOME
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 18
Many of these organizations have locations
in other counties, states, and nations, but the
information presented in this section is limited to
jobs located in the Carpinteria Valley.
For the 12 organizations surveyed, employment
totaled 2,894 workers in May 2023.
Employment overall is not lower in 2023 than
in 2021 when the last survey was conducted.
But the largest employers now employ fewer
workers than 2 years ago, due in large part
to remote work and/or transfers to alternative
operations or other areas.
In the Carpinteria Valley, the largest employer
is still Procore, a firm that designs software
programs for the construction industry. Procore
expanded rapidly through 2019, growing to
over 700 employees over five years. Procore’s
headcount in Carpinteria has declined as many
workers have transferred to Procore operations
in other states, notably Texas.
Agilent and Gigavac added the largest numbers
of jobs over the last two years. Agilent,
a medical diagnostics firm, increased its
headcount by 25 while Gigavac, which makes
parts for electronic vehicles, added 68 new
workers.
In the public sector, the largest employer is the
Carpinteria Unified School District. With 310
employees, it is also larger than any private
organization except for Procore and Agilent.
2021 Employee 2023 Employee Change from
Rank Organization Industry Headcount Headcount 2021 to 2023 1 Procore Software Services 611 480 -131
2 Agilent Medical Diagnositcs 425 425 0
3 LinkedIn Private Education Services 336 274 -62
4 Carpinteria USD Public School District 310 336 26
5 Gigavac Industrial Manufacturing 300 300 0
6 Nusil Technology Silicone Manufacturing 275 275 0
7 Plan Member Services Financial Services 180 183 3
8 Bega US Industrial Manufacturing 160 174 14
9 Continental Auto systems Automotive Lidar Design 125 70 -55 10 Albertsons Grocerey Store 122 124 2
11 AGIA, Inc. Insurance Services 119 119 0
12 Freudenberg Medical Medical Product Design 90 134 44 Total 3,053 2,894 -159
Source: California Economic Forecast
Largest Employers Carpinteria Valley September 2023
RESIDENTIAL REAL ESTATE
19 The 2023 housing market is haunted by the
highest mortgage rates in 15 years, record high
home prices, and a slowing economy. These
factors have sharply reduced the number of
housing transactions throughout the nation, the
state and in Santa Barbara County.
Existing home sales in the Carpinteria Valley
declined 25 percent in 2022 and have dropped
another 28 percent in 2023.
In 2021, homebuying was prolific to the point of
buyer panic. Half of all properties were selling
above the asking price and bidding wars were
common.
Conditions in 2023 have changed, and are largely
impacted by the lack of inventory. As selling
prices have leveled off and financing rates remain
high, sellers are not anxious to sell their homes
into a market where prices are no longer rising
and in some instances are correcting.
10 20
30 40
50 60
70 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Home Sales / Carpinteria
2012 -- 2023
Condominiums
Single family
detached
number
of sales
0 10
20 30
40 50
60 Apr-13 Apr-15 Apr-17 Apr-19 Apr-21 Apr-23
number of Home for-sale Inventory / Carpinteria Valley
homes April 2013 -- April 2023
500
750
1,000
1,250
1,500
1,750
Apr-13 Apr-15 Apr-17 Apr-19 Apr-21 Apr-23
Median Home Selling Price / Carpinteria Valley thousands of dollars April 2013 -- April 2023
Consequently, the lack of inventory is limiting the
supply of available homes which is preventing
market values for homes from moderating further.
In fact, selling values do not appear to have
declined much due to the scarcity of available
homes for sale.
RESIDENTIAL REAL ESTATE
20 CALIFORNIA ECONOMIC FORECAST
0 75
150
225
300
375
450
2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023
Mobile Home Median Selling Price
Carpinteria Valley thousands
of dollars 2003 - 2023
Source: Santa Barbara Association of Realtors
And while the available inventory of condos and
mobile homes is also scarce in the Carpinteria
Valley, these housing types have much lower
selling prices, providing affordable options
for households that are unable to enter the
traditional single-family home ownership market.
During the first half of 2023, the median price of
the single family detached homes that sold was
$1.8 million, as reported by Redfin. If financed
at 80 percent of value, the monthly payment
is $10,734. For the median-priced condo of
$822,500, the monthly payment was $4,940.
These payments include property tax and
insurance.
Mobile homes are particularly prominent in
Carpinteria and represent a more affordable
housing option. The total stock of occupied
mobile homes in the Carpinteria Valley is
estimated at 861. Aside from rural regions, no
other jurisdiction in California has a higher share
of mobile homes than the city of Carpinteria.
The median selling price for mobile homes
peaked in 2022 at $461,000, but the median
value declined for subsequent sales occurring in
2023.
0 10
20 30
40 50
60 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 Mobile Home Sales / Carpinteria Valley homes
sold 2002 - 2022
Source: Santa Barbara Association of Realtors
275
350
425
500
575
650
725
800
875
2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023
Condominium Median Selling Price
thousands Carpinteria Valley of dollars 2003 - 2023
Source: Santa Barbara Association of Realtors
RESIDENTIAL REAL ESTATE
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 21
In general, single family detached and
condominium home prices in Carpinteria are
similar to those of the broader South Santa
Barbara County market. However, in the city
of Carpinteria, apartments and mobile homes
account for 53 percent of the housing stock,
representing a larger proportion of affordable
housing for resident households, compared
to any other city in Santa Barbara or Ventura
Counties.
Apartment rents in Carpinteria are approximately
9 percent lower than the average monthly rent
for all apartments in adjacent Santa Barbara.
Nevertheless, average monthly rental rates for
apartment units have soared since April of 2020,
rising 30 percent.
Carpinteria Valley Residential Real Estate 2017-2023*
2017 2018 2019 2020 2021 2022 2023*
Single-Family Homes
Listings (units) 129 145 111 127 106 106 35
Sales (units) 91 78 89 95 94 76 26
Median Selling Price ($) 1,040,000 1,161,900 1,150,000 1,245,000 1,751,902 1,865,000 2,262,500 percent change 14.3 11.7 -1.0 8.3 40.7 6.5 21.3
Condos
Listings (units) 91 121 91 87 118 68 20
Sales (units) 74 76 72 72 108 59 16
Median Selling Price ($) 566,000 585,000 577,500 631,000 692,500 820,000 780,000 percent change 1.3 3.4 -1.3 9.3 9.7 18.4 -4.9
Mobile Homes
Listings (units) 36 48 43 36 28 32 12
Sales (units) 38 24 34 36 27 20 11
Median Selling Price ($) 280,750 298,250 292,000 311,000 395,000 460,750 369,000 percent change 22.1 6.2 -2.1 6.5 27.0 16.6 -19.9
* Estimated with data for January 1 - April 2023
Source: Santa Barbara Association of Realtors and California Economic Forecast 2,500
2,700
2,900
3,100
3,300
3,500
3,700
3,900
4,100
Apr-17 Apr-18 Apr-19 Apr-20 Apr-21 Apr-22 Apr-23
Average Apartment Rent / Carpinteria dollars
per month April 2017 -- April 2023
COMMERCIAL REAL ESTATE
22 Office Market
The Carpinteria office market has been impacted
by downsizing of the region’s largest employer,
ProCore. As of April 1, 2023, the vacancy rate
had soared to 27.1 percent for the entire office
market, largely due to the vacancy of nearly
80,000 square feet of space in two buildings on
Carpinteria Avenue---both Procore subleases.
The next largest vacancy is just under 9,000
square feet on Cindy Lane. After that, there are
few other vacancies. The current environment
demonstrates how every vacancy can make a
large splash in a limited inventory market.
Rising vacancy in the general office market
today is the result of the workforce shifting to
remote work locations, typically their homes.
The ProCore subleases are due to shifts by
many of ProCore’s employees to alternative
company locations in the U.S, particularly Austin
Texas.
0 4
8 12
16 20
24 28
2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
percent Office Vacancy Rate / Carpinteria Valley
vacant 2018 Q1 - 2023 Q1
1.40 1.60
1.80 2.00
2.20 2.40
2.60 2.80
2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
Office Lease Rate / Carpinteria Valley dollars per
square foot 2018 Q1 - 2023 Q1
Most Carpinteria area employees are now
working in the office but an estimated 25 to 35
percent are on a hybrid schedule, and most
local companies have maintained their office
leases. Consequently, with very few actual
vacancies, average lease rates have held firm or
have continued to marginally rise.
Very few office-using firms have had major
layoffs over the last year, and some have
expanded despite the slowing business cycle in
2022 which has continued into 2023.
LinkedIn now operates with a policy that
enables all permanent employees to work-fromanywhere, opening the door to downsizing its physical footprint. However, because LinkedIn’s
Carpinteria campus is unique in that it produces
educational videos that frequently require
sophisticated equipment, many workers need
to be on site. Furthermore, Linkedin owns the
space, so it’s likely to retain the entire campus
intact to accommodate future growth.
COMMERCIAL REAL ESTATE
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 23
0 1
2 3
4 5
6 7
8 2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
percent Industrial Vacancy Rate / Carpinteria Valley
vacant 2018 Q1 - 2023 Q1
Industrial Market
Over the last 6 months, industrial leasing has
been active throughout the South Coast, and
lease rates for space have been flat in Santa
Barbara, and generally rising in Goleta and
Carpinteria.
The industrial sector continues to be a mix of
technology companies and various service
industries. With no significant industrial projects
in the pipeline, vacancy rates will continue
to remain tight along the South Coast for the
indefinite future.
0.75 1.05
1.35 1.65
1.95 2.25
2.55 2.85
2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
Industrial Lease Rate / Carpinteria Valley dollars per
square foot 2018 Q1 - 2023 Q1
In Carpinteria, there is just one industrial
vacancy of 15,600 SF at 6384 Via Real. The
vacancy rate has dropped to just 1.2 percent at
the end of 2022 and remains at that level today.
The Carpinteria market is limited of inventory,
having had three notable leases in late 2022
involving expanding companies and one new
entrant into the market. Rincon Power leased
8,600 SF at 6381 Rose Lane; Soil Organics
leased a healthy 34,400 SF of former ProCore
space at 6395 Cindy Lane; and an undisclosed
tech company leased 20,000 SF at 5251 6th
St. While office space is plentiful in Carpinteria,
industrial product is and will remain scarce for
the foreseeable future.
Lease rates for industrial facilities have declined
consistently over the last two years, falling to
just $1.15 per square foot, making Carpinteria
a much more affordable option than Santa
Barbara ($2.78 per square foot) or Goleta ($1.61
per square foot).
Retail Market
The Carpinteria Valley retail market is comprised
of a relatively small number of retail storefronts,
which are largely locally owned shops.
50 60
70 80
90 100
110
120
130
140
150
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 millions Retail Sales / City of Carpinteria of dollars 1998 -- 2022
COMMERCIAL REAL ESTATE
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 24
Commercial Real Estate Carpinteria Valley 2021 Q3 - 2023 Q1 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 Office
Lease Rate ($ per SF) 2.19 2.32 2.19 2.2 2.51 2.44 2.69 Vacancy Rate (%) 1.7 3.7 2.8 2.4 3.5 1.2 1.2
Industrial
Lease Rate ($ per SF) 1.35 1.78 2.06 1.87 1.93 2.45 2.45 Vacancy Rate (%) 1.7 3.7 2.8 2.4 3.5 1.2 1.2
Retail
Lease Rate ($ per SF) 2.14 2.18 2.09 2.21 2.28 2.26 2.23 Vacancy Rate (%) 6.7 5.4 4.3 4.0 4.2 4.2 4.0
Source: Radius Commercial Real Estate, and the California Economic Forecast 2 3
4 5
6 7
8 9
10 2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
percent Retail Vacancy Rate / Carpinteria Valley
vacant The local retail market has not followed the 2018 Q1 - 2023 Q1 same trends as the markets in Santa Barbara
and Goleta where big-box stores have
populated the retail landscape, including Target,
Ross, Costco, and large department stores
like Sears, Macy’s or Nordstrom. Therefore,
Carpinteria is not prone to the empty store
syndromes that have plagued larger retail cities
in recent years. Santa Barbara is currently faced
with an empty Nordstrom, Macy’s, and Sears,
along with the stretch of vacant storefronts
on State Street that have led to a downtown
vacancy rate of 14 percent. Aside from its
grocery stores, Carpinteria has very few big
facilities that would need to be repurposed in
the event of a store closure.
The Carpinteria retail market is showing few
signs of weakness, during a year in which
general economic growth is softening. The
restaurant and bar sector has rebounded
sharply from the pandemic recession, as have
gasoline sales due to higher prices for fuel
during the current inflationary environment.
2.00 2.20
2.40 2.60
2.80 3.00
3.20 3.40
2018 Q1 2019 Q1 2020 Q1 2021 Q1 2022 Q1 2023 Q1
Retail Lease Rate / Carpinteria Valley dollars per
square foot 2018 Q1 - 2023 Q1
RETAIL TRADE AND TOURISM
25 The Retail Industry
Taxable Retail Sales
Spending at retail stores and shops in the city
of Carpinteria has surged since the pandemic
restrictions were lifted entirely in the spring of
2021.
A material transition to online spending and
warehouse centers by consumers has generally
occurred over the last several years and particularly since the pandemic. Retail sales rose sharply in 2022, by 12 percent over 2021. The
principal category of spending is food and beverage sales, by both residents and visitors.
At restaurants, taxable sales jumped 17 percent in 2022. And due to rising gasoline prices throughout 2022, fuel sales soared 33 percent.
Both of these categories of retail expenditure are
supported in large part by visitors to or through
the area. The two categories of expenditure account for 57 percent of all taxable retail sales in the City of Carpinteria.
With traffic now flowing freer on Highway 101,
more vehicles can traverse the freeway every
day, generating more fuel stops at Casitas Pass
and Santa Monica Roads. Because fuel sales
are heavily dependent on visitor stops, sales at
gas stations rise faster during periods of peak
travel, or from April to September.
105
110
115
120
125
130
135
140
145
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 millions Taxable Retail Sales / City of Carpinteria of dollars 2011 - 2022 4 5
6 7
8 9
10 11
12 13
2015 Q3 2016 Q4 2018 Q1 2019 Q2 2020 Q3 2021 Q4 2023 Q1 Restaurant & Bar Retail Sales / Carpinteria millions of dollars 2015 Q3 -- 2023 Q1
Share of Retail Sales by Category / Carpinteria
2022
Gas Stations
28%
Restaurants
& Bars
29%
Food & Grocery
Stores
16%
Other
16%
Hardware & Nurseries
10%
RETAIL TRADE AND TOURISM
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 26
Tourism and Retail Spending
The Carpinteria retail environment is heavily
dependent on tourism activity. Visitors to
Carpinteria account for an estimated 75
percent of all retail sales. Since 2019, the City
of Carpinteria has collected a sales tax of 1.25
percent to 1.5 percent, with visitors contributing
more than $1.5 million to the City budget
through sales taxes.
The annual Avocado Festival is the most prominent single contributor to tourist retail spending, attracting an estimated 100,000 visitors to the
Carpinteria Valley over a 3 day weekend in early
October. These visitors typically spend an average of $41 per day in the Carpinteria economy, totaling $3.1 million for the 3-day festival.
The Avocado festival was cancelled in 2020
and 2021, which impacted taxable retail sales
in the city during those years, but the event was
restored in 2022, which contributed to the surge
in local spending.
0.8 1.0
1.2 1.4
1.6 1.8
2.0 2.2
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Distribution of Sales Taxes to Carpinteria
fiscal year 2013 -- 2022
millions
of dollars
Local Tourism
The Carpinteria State Beach and City Beach are
the principal visitor attractions to the community.
State Beach annual attendance is estimated by
the Park Service at 895,853 visitors.
The entry fee for the State Beach is $10 per day.
There are 208 sites in the overnight campground
with fees ranging from $45 to $80 per night for
hook-ups. Direct fees for day use and overnight
camping generated $4.6 million in 2019, the latest year for which the statistical data are available.
Lifeguards are on duty at both beaches during
the summer months. Kayak rentals are a popular
activity. There is also volleyball, picnic tables,
and showers.
Carpinteria State Beach Map
RETAIL TRADE AND TOURISM
27 CALIFORNIA ECONOMIC FORECAST
Formal Overnight Visitor
Accommodations
There are seven transient lodging facilities within
the city of Carpinteria, totaling 594 rooms.
Monthly average occupancy rates range from 50
percent in the winter to over 80 percent during
the summer months. During 2022, the annual
occupancy rate was 70.2 percent, an increase of
2 ½ percentage points over the average annual
occupancy during 2021.
During peak periods of the year, such as during
the Avocado Festival and in the months of July
and August, transient facilities fill up. This has
prompted the need to add additional transient
establishments in the City. Currently there are
proposals to build three new transient facilities: the Via Real Hotel, The Surfliner Inn, and a 99 room lodge as part of the Carpinteria Farm.
These are discussed in more detail in the New
Development Chapter.
The daily room rate in Carpinteria averaged
$155 in 2022. The average through May of 2023
is slightly lower.
The hotel occupancy rate is expected to average 65 percent in 2023, less than the 2022 average. Lower utilization forecast for 2023 is due to higher travel costs, higher inflation in general,
and a slowdown in the statewide economy.
8 10
12 14
16 18
20 22
24 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023* Hotel Room Sales / Carpinteria Valley
2011 - 2023
millions
of dollars
* estimated for the year based on actual room sales through May 2023 Number
Hotel / Motel of Rooms
Best Western 145
Casa Del Sol 21
Hotel Inn Express 108
Motel 6 Carp 139
Motel 6 Via 125
Sandyland Reef 52
Watermark 4
Total 594
Source: California Economic Forecast
70 80
90 100
110
120
130
140
150
160
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Average Daily Room Rate / Carpinteria Valley
2013 - 2023*
* through March 2023
dollars
per night
RETAIL TRADE AND TOURISM
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 28
Room revenues from the seven hotels generated
$2.6 million in tax receipts to the City of
Carpinteria in fiscal year 2022. The transient
occupancy tax (TOT) rate is 12 percent. For
fiscal year (FY) 2023, TOT receipts are estimated
to be slightly higher, adding a similar amount of
tax revenue to FY2023 City finances.
Vacation Rentals
Vacation rentals (VRs) are private homes that are
rented to tourists or other visitors for 30 days or
less. They are frequently advertised on websites
including Airbnb and VRBO.
20 30
40 50
60 70
80 90
Jun-19 Nov-19 Apr-20 Sep-20 Feb-21 Jul-21 Dec-21 May-22 Oct-22 Mar-23 Hotel-Motel Occupancy Rate / City of Carpinteria percent June 2019 -- March 2023 The City of Carpinteria primarily allows homes in
residential neighborhoods to be used as vacation rentals in the downtown district, near the beach. In this region of the city, a maximum
of 236 VRs can be permitted. 218 of these are
restricted to the area between Ash Ave. and
Linden Ave., and in between the train tracks and
the beach.
The VR program began in mid-2017. Over
time, it has become increasingly popular with
visitors generating $7 million in sales in calendar
2022. In 2023, vacation rentals are on pace to
record another $6.2 million in total revenues,
contributing $746,000 to the City budget in the
form of lodging taxes.
200
300
400
500
600
700
800
900
2018 2019 2020 2021 2022 2023*
VR Transient Occupancy Taxes / Carpinteria thousands
of dollars 2018 - 2023
• estimated for calendar 2023 based on actual tax receipts received through May 2023
NEW DEVELOPMENT
29 Residential and Non-Residential
Permit Activity
Over the last two calendar years of 2021 and
2022, a total of 15 residential units have been
permitted in the city of Carpinteria, representing
a slight increase from the number of units
permitted from 2016 to 2020.
At the end of 2021, permits were issued for
the 700 Linden project which is underway
now. Nearly $10 million in renovations of
existing non-residential structures, along with
projects associated with the 101 widening
have contributed to recent new development
momentum in Carpinteria.
In 2021 and 2022, total investment in both
residential and commercial or industrial
structures was recorded at $62 million, the
largest 2 year total on record.
0 10
20 30
40 50
2006 2008 2010 2012 2014 2016 2018 2020 2022
Total Investment in Residential and Non-Residential
Structures / City of Carpinteria millions
of dollars 2006 - 2022
0 10
20 30
40 50
60 70
80 90
2006 2008 2010 2012 2014 2016 2018 2020 2022
New Residential Units / City of Carpinteria
2006 - 2022
units
The development of new commercial and
industrial structures accounts for about half of
total investment in the 2021-2022 period. New
single family home development represents
25 percent of all building activity. The balance
of total development went to alternations and
remodel work, mostly to commercial buildings.
The project pipeline has been expanding rapidly
since 2020, and includes 101 residential units, a
50-unit assisted living facility, 3 hotels, a skate
park, and a 60,000 square foot warehouse
conversion project by Procore. Currently, 14
residential units are under construction and 9
more are approved waiting to start construction.
The GranVida Senior facility is also approved.
Just over 80,000 square feet of commercial
space is under construction, including 700
Linden and the skate park. The Surfliner Inn
along with the Carpinteria Farm, Hospitality and
Residential project are anticipated to start the
development review process this year.
NEW DEVELOPMENT
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 30
Status of Particular Projects
Granvida Phase II Expansion
The Granvida Phase II Expansion project is a
50-unit assisted living facility originally proposed
in 2018. The site is situated at 5464 Carpinteria
Avenue.
The project features a 2-story building
containing 11 studio units (averaging 370 square
feet), 33 one-bedroom units (580 square feet)
and 6 two-bedroom units (800 square feet).
As of March 2023, the entitlement process and
the design development phase were completed,
however the project has been delayed due to
change of ownership and is currently inactive.
Bailard Avenue Housing Project
An apartment complex with 173 units has been
proposed for Bailard Avenue. The project site is
outside of the Carpinteria city limits but would
have a meaningful impact on the housing supply
for the Carpinteria Valley.
Of the 173 units in the project, a total of 41
would be reserved for low-income residents
and the remaining 132 units would be rented at
market rates.
The project is receiving backlash from residents
of Carpinteria who are concerned about the
surrounding neighborhoods being impacted.
A community group, Save Bailard Farm, has
collected more than 2,500 signatures opposing
the project, with many advocates alleging that
the state’s housing needs allocation has forced
the county to push the urban-rural boundary into
areas that were traditionally used for agricultural
purposes.
The City of Carpinteria City Council
also opposes the Bailard project due to
inconsistencies with local and state Coastal Act
provisions.
The project is still in the conceptual phase, with
changes likely to evolve.
Granvida Phase II Expansion | source: Noozhawk
NEW DEVELOPMENT
31 CALIFORNIA ECONOMIC FORECAST
Vernon Residences
The Vernon Residences project could produce
5 new residential units at 502 Maple Avenue,
adjacent to Island Brewing Company.
The area has a mix of commercial, industrial,
and residential facilities, and is within walking
distance to the Carpinteria Amtrak station. The
project is currently awaiting approval. There is
no estimated timeline for this project yet.
Zins Condominiums
The Zins Condominium project is located
at 4905 Eighth Street, on the corner of Elm
Avenue. The project would demolish an existing
single-family residence and construct three new
condominium units. The project was approved
by the Planning Commission on February 6,
2023.
5775 Carpinteria Avenue
A new 1,500-square-foot storage building
is proposed for the City Hall campus,. This
building is located at 5775 Carpinteria Avenue,
which comprises the City Hall campus. The
storage building has been approved by planning
but no building permits have been submitted
yet.
Via Real Hotel
The project site for this proposed 72-room hotel
is located on Via Real between Santa Monica
Road and Cravens Lane. The 44,000 square foot
hotel would be two stories in height.
The proposal was recently approved by the
Carpinteria Planning Commission.
Mixed Use Project
The project at 4745 Carpinteria Avenue
is comprised of 24 apartment units and
4,300-square-feet of commercial space. The
complex will be two-stories on top of a groundlevel, 22,500 square-foot concrete parking structure. There would be a courtyard in the
center of the project and the building is planned
to be 36 feet tall.
Businesses on the street-facing side of the
property must be open to and in service of the
public, such as a restaurant, retail store or art
gallery.
Via Real Hotel | source: CoastalView.com
NEW DEVELOPMENT
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 32
The residential part of the project would consist
of 2 one-bedroom units and 22 two-bedroom
units, ranging from about 1100 square feet to
1,400 square feet.
The project is utilizing state Density Bonus
Law to receive approval of additional units in
exchange for setting aside a specified number
of units for low income households. As part of
the Density Bonus program, the project can also
utilize reduced parking requirements and seek
additional exceptions from city development
standards, including maximum building height.
The project submitted an approval request in
April 2023 and is currently under review.
700 Linden Avenue
This 30,000 square-foot project will produce
a full city block of adaptive reuse retail and
commercial space that will contain food and
coffee shops, markets, office space, and a
rooftop bar. This project has been designed
by Santa Barbara-based DMHA Architects,
and is an extensive remodel of the five existing
buildings that comprise the property.
New second floor construction is proposed for
the “Butterfly” building to create a series of 10
small office suites, along with a rooftop bar and
common and private deck/patio areas. This
second floor addition would add 3,200 square
feet of building and 2,900 square feet of deck
space.
Total cumulative building square footage would
be modestly increased from the existing 19,952
square feet to approximately 20,961 square feet.
A surface parking lot, for 20 spaces would be
provided onsite, accessed from Cactus Lane.
The existing surface parking lot in the middle of
the block would be repurposed into an outdoor
central plaza that would provide seating,
gathering areas and related amenities (such as
outdoor fireplaces or a water fountain) open
to the public during business hours. The plaza
may also be made available for community uses
such as markets, festivals, outdoor concerts or
movies.
The project is currently under construction and
completion is estimated for summer of 2024.
700 Linden Avenue | source: sitelinesb.com
NEW DEVELOPMENT
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 33
Surfliner Inn
The Surfliner Inn was initially proposed in 2016
and the project has undergone several redesigns
and adjustments since then. This new hotel
project adjacent to the Amtrak Station calls for
a 2 story building of 40 rooms, including a café.
It would be accompanied by a new parking lot
that could be used by hotel guests as well as
Amtrak passengers and the public.
The project was initiated by the City of
Carpinteria in 2018, which has entered into a
Lease Disposition and Development Agreement
with 499 Linden Managers, LLC. 499 Linden
Managers, LLC has been formed to pursue the
project with the City by Whitt Hollis, Jack and
Jeff Theimer, Jim and Matthew Taylor, and Andy
Norris.
Measure T, which would have changed the
property’s zoning to block hotel development
at the site, was rejected by voters in November
2022. The project has not yet been formally
submitted for planning permits.
Carpinteria Rincon Trail
The proposed Carpinteria Rincon Trail would
extend from the eastern end of Carpinteria
Avenue, in the city of Carpinteria, to Rincon
Beach County Park, in unincorporated Santa
Barbara County. The new, shared-use trail
would span a distance of 2,800 feet. The project
was approved by the planning commission in
January of 2022, but three appeals were filed
with concerns over pedestrian and bicycle
safety. The appeals were conditionally granted,
forcing the Project to study other alternatives.
In May of 2023, after considering a number of
project alternatives, the City Council reaffirmed
their support for the alternative previously
approved by the Planning Commission. The
project will next return to the City Council to
finalize permits for the trail design.
Conceptual Rendering of the Surfliner Inn Project on Linden Avenue and Fifth Street in Carpinteria | source: City of Carpinteria
NEW DEVELOPMENT
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 34
Highway 101 HOV Lanes
This project is currently under construction and
actually completed within the City of Carpinteria.
The project is adding one high-occupancy
vehicle lane in each direction on US 101 from
0.2-mile south of Bailard Avenue in the City of
Carpinteria to Sycamore Creek in the City of
Santa Barbara. The project is 10.9 miles long.
The added lanes are currently proposed as parttime high-occupancy vehicle lanes, meaning that they will operate as general-purpose lanes
during off-peak periods on weekdays and
weekends. Currently, HOV lanes are in force on
weekdays from 6 to 9 AM and 3 to 6 PM.
Project improvements are confined primarily to
the existing State Highway right-of-way.
Santa Claus Lane Bike Path
The Santa Claus Lane Bikeway construction
began in September of 2022 and will continue
through the Summer of 2023. The project will
create a new Class I bikeway and multipurpose
path to connect Santa Claus Lane to Carpinteria
Avenue. This will close a gap in the California
Coastal Trail between Sand Point Road and
Carpinteria Avenue. The new bikeway is being
constructed in-between Highway 101 and the
railroad tracks.
The trail is currently open for use by the public
through the end of summer at which time the
trail will be temporarily closed to complete
installation of the permanent stafety railings
along the edges of the trail.
Santa Claus Lane Bike Path Rendering | source: noozhawk
NEW DEVELOPMENT
35 CALIFORNIA ECONOMIC FORECAST
The Carpinteria Farm, Hospitality and Residential
Project
The Farm project filed a formal application with
the City in early February 2023.
The project proposes to replace the Tee Time
Golf Range located at the bluffs on Carpinteria
Avenue with a hospitality experience on a 27.5-
acre site.
The project will formally construct a 99-room
lodge, bungalow and hotel building, a
multi-use trail, and developed open space.
During conceptual review of the project, the
developers found themselves under fire by
Carpinterians who then called the project an
“unforgivable betrayal” of the area’s natural
space in a joint City meeting in April 2022.
However, the project countered this opposition
by allotting 20 acres for open space, specifically
native habitat restoration, public trails, and
an organic farm. The organic farm will also
be utilized to supply the on-site Restaurant,
Farmstand, and Hotel and Spa as a selfsustaining system. Approximately 122,211 square feet of structural development is
planned on the northern portion of the site,
and no development is planned on the 4.1 acre
southern parcel.
Additionally, 40 affordable housing units are
proposed as part of the project to provide
housing for on-site team members and the
general Carpinteria workforce who qualify.
Project Size (square feet) by use
Hotel 68,860
Residential 37,948
Event Barn 5,850
Farm Stand 450
Farm Building 1,800
Restaurant 7,303
Total 122,211
Parking: 273 spaces
Source: California Economic Forecast
The Farm Project
NEW DEVELOPMENT
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 36
Commercial Projects Carpinteria May 2023
Project Name/Developer Square Feet Description Status
Via Real Hotel 44,191 72-Room Hotel Approved
Procore Business Training Center 60,522 Convert 2 Warehouses into Training Center Proposed Surfliner Inn 36,118 40-Room Inn and Café Proposed
McCann Mini Storage 12,192 113 New Mini-Storage Units Approved Carpinteria Avenue Skate Facility 38,160 Skate Park, Parking Lot, Plaza Area Under Construction 700 Linden Adaptive Reuse Project 30,000 Retail, Restaurant, and Office Space Under Construction Rincon Multi-Use Trail 2,800 Foot / Bike Trail between Carp & SB Proposed Total 223,983
Source: City of Carpinteria and California Economic Forecast Mixed-Use Projects Carpinteria May 2023
Project Name/Developer Res Units Commercial Square Feet Description Status Cruz Mixed Use 2 500 Residential / Commercial Approved
M3 Mixed Use 2 6,668 Apartments / Office / Retail BP Issued The Farm 40 122,211 Apartments / Commercial Proposed
4745 Carp Ave. Mixed Use 24 4,300 Apartments / Commercial Proposed Total 68 133,679
Source: City of Carpinteria and California Economic Forecast
NEW DEVELOPMENT
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 37
0 50
100
150
200
250
300
350
400
450
Sep-11 Oct-12 Apr-13 Apr-15 Apr-17 Apr-19 Sep-21 Jun-23 thousands of Non-Residential Project Pipeline / Carpinteria square feet 2011 -- 2023
Total pipelilne
Approved or
under construction
0 50
100
150
200
250
Mar-11 Sep-11 Oct-12 Apr-13 Apr-15 Apr-17 Apr-19 Sep-21 Jun-23 Residential Project Pipeline / Carpinteria units
2011 -- 2023
Total pipelilne
Approved or
under construction
Project Name/Developer Units Description Status
GranVida Phase II Expansion 50 Assisted Living Facility Approved Vernon Residences 5 Residential Units Proposed
Pfaff SFD 1 New 2-Story SFD Proposed
Scerni SFD 1 New 2-Story SFD Proposed
Saticoy Condominiums 3 Residential Units Proposed
Finnigan SFD 1 New SFD with 4-Car Garage Proposed
Zins Condominiums 3 Demolish SFD and Build 3 Condos Approved Haber Condominiums 2 Subdivide Existing SFD Lot and Construct 2 Condos Approved Able Second Unit 1 Second Unit on Existing Lot Under Construction Gobbell Second Unit 1 Second Unit on Existing Lot Approved Hawkins SFD 1 New Single-Family Unit on Vacant Lot Under Construction Stein Second Unit 1 Second Unit on Existing Lot Under Construction Strickland SFD 1 Convert 2 Apts into a Single-Family Unit Under Construction Wood SFD 1 New Single-Family Unit on Vacant Lot Approved Total 71
Source: City of Carpinteria and California Economic Forecast Residential Projects Carpinteria May 2023
QUALITY OF LIFE INDICATORS
38 The social environment of the Carpinteria
Valley directly affects local business progress
and performance, and quality of life indicators
impact the desirability of real estate assets in
the region. Public safety, traffic, and commute
times are important features of this environment,
and are examined by referencing published
information on local crime rates, traffic volumes,
and commute patterns.
Crime
Carpinteria has some of the lowest crime rates
in Santa Barbara County, placing it among the
safest cities in California. Moreover, crime rates
have been very low in Carpinteria over the last
20 years.
The broadest measure of crime, the Total
Crime Index, is the sum of the following crime
categories: homicide, rape, robbery, aggravated
assault, burglary, motor vehicle theft, larceny,
and arson.
As of 2022, a total crime index of 196 was
reported for the City of Carpinteria, which is
significantly lower compared to the last 2 years,
when the index was consistently above 240.
For small cities including Carpinteria, because
crime rates can fluctuate from year-to-year, the
longer term evaluation of crime in Carpinteria
indicates consistently lower levels of both
violent and property crime compared to adjacent
cities and counties of California.
Carpinteria also has lower crime rates than
most cities in Santa Barbara County. In 2022,
total crimes per 10,000 people was 152 for
Carpinteria, 177 for Goleta, and 194 for Buellton.
In 2022, there were only 128 property crimes
per 10,000 residents. Property crimes include
burglary, larceny, arson, and motor vehicle theft.
50 100
150
200
250
300
350
400
Buellton Carpinteria Solvang City of
Goleta
City of
Santa Barbara
Lompoc Santa Maria
Crime Rates / Cities in Santa Barbra County
2022
reports per
10,000
residents
100
150
200
250
300
350
400
2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
Total Crime Index
2002 - 2022
reports per
10,000
residents
City of Carpinteria
California
Santa Barbara
County
QUALITY OF LIFE INDICATORS
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 39
Additionally, there were only 31 violent crimes
per 10,000 residents in Carpinteria in 2022.
Violent crimes include homicide, forcible rape,
robbery, and aggravated assault.
During 2022, the city with the largest total
crime per 10,000 residents was Santa Maria
with 331, while the lowest was Solvang with
144. Carpinteria falls on the lower end of this
boundary.
Total Crimes* / Carpinteria
2017 2018 2019 2020 2021 2022
Violent Crime
Homicide 0 0 1 0 0 0
Rape 5 0 0 1 1 0
Robbery 10 2 3 4 2 6
Aggravated Assault 19 20 7 16 19 25
Property Crime
Burglary 58 36 19 25 27 9
Theft 195 148 116 183 172 140
Motor Vehicle Theft 29 28 20 26 23 16
Arson 1 0 0 2 0 0
Total Violent 34 22 11 21 22 31
Total Property 282 212 155 234 222 165
Grand Total Part 1 Crimes 316 234 166 255 244 196
* Part 1 crimes, which include Violent and Property Crime felonies 0 10
20 30
40 50
60 70
2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
Violent Crime Rates
2002 -- 2022
reports per
10,000
residents
City of Carpinteria
California
Santa Barbara
County
100
150
200
250
300
350
2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022
Property Crime Rates
2002 -- 2022
reports per
10,000
residents
City of Carpinteria
California
Santa Barbara
County
QUALITY OF LIFE INDICATORS
40 CALIFORNIA ECONOMIC FORECAST
Traffic and Commuting
Traffic Counts
Traffic counts reveal information about road
usage and can provide insight into economic,
demographic, and lifestyle trends.
In general, traffic counts decline during periods
of economic weakness and grow during periods
of strength. This occurs for several reasons,
including the increased shipment of goods, a
larger number of individuals driving to work, and
higher disposable incomes that can be spent on
transportation.
Traffic levels can affect the living standards of
a community. High levels of traffic can cause
congestion, leading to longer commute times
and lower resident satisfaction. By contrast,
low traffic volumes can lead to improved living
standards.
As a general rule, Carpinteria tends to
have much lower levels of road usage than
surrounding regions, and during most times of
the day, driving around the city is relatively easy.
But peak hour traffic can be heavy, and people
who commute from Carpinteria to Santa
Barbara or Goleta can encounter high levels of
congestion. This issue has been exacerbated by
construction projects on Highway 101.
In order to get around construction points,
drivers have been exiting Highway 101 and
using the city streets in Carpinteria, leading
to traffic problems that are often severe. Now
that the highway construction projects are
nearly completed, it is expected that this peak
hour congestion will improve significantly in
Carpinteria.
56,000
58,000
60,000
62,000
64,000
66,000
68,000
70,000
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Average Daily Traffic Count
Route 101 at Casitas Pass Rd. / Carpinteria
2012 - 2022
cars
per day
60,000
62,000
64,000
66,000
68,000
70,000
72,000
74,000
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Average Daily Traffic Count
Route 101 at Linden Ave. / Carpinteria
2012 - 2022
cars
per day
18 20
22 24
26 28
30 Goleta City of
Santa
Barbara
Santa Maria Carpinteria Camarillo Oxnard City of
Ventura
Lompoc
Average Commute Times for
Selected Cities in
Santa Barbara and Ventura Counties
2023
minutes
each way
QUALITY OF LIFE INDICATORS
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 41
Caltrans estimates traffic counts for state
highways, including interstates and routes.
Annual average daily traffic is the total traffic
volume for the year divided by 365.
Traffic volumes were heavily impacted by the
Coronavirus Pandemic. Due to layoffs and
work-from-home arrangements, there have been
far fewer daily commuters since March 2020,
leading to reductions in weekday road usage.
The additional lane on the 101 through
Carpinteria will result in higher traffic counts per
day. Consequently, traffic volumes are expected
to increase in 2023 and 2024, but congestion
should decrease.
Average Commute Time
In 2022, workers who lived in Carpinteria had
an average commute time of 26 minutes. By
comparison, residents of other parts of the
South Coast spent less time commuting, while
residents in nearby Ventura County had longer
commutes.
For residents of Ventura, Camarillo, and Oxnard,
commute times averaged 28 minutes each way.
Lompoc residents spent the most time
commuting in 2023. Many people from Lompoc
commute all the way to Santa Barbara, and the
average Lompoc commuter spent 30 minutes in
the car each way.
Commute times vary for Carpinteria residents,
most spending fewer than 30 minutes traveling
to work (37%). As of 2023, approximately 24
percent spend 30-44 minutes on their trip to
work, and only 6 percent commute for longer
than 45 minutes.
Highway 101 Widening Project
To improve local circulation and freeway
access in Carpinteria, construction has been
underway on Highway 101 between Mussel
Shoals and Carpinteria and between Carpinteria
and Summerland and into Santa Barbara. The
highway interchanges at these junctions have
been updated with new bridges and freeway
ramps, and a third lane is being added to
Highway 101 in each direction.
This project is a partnership between Caltrans,
the Santa Barbara County Association of
Governments, and the City of Carpinteria.
Most of the project directly affecting the City
of Carpinteria is now complete: Phase 2
covered the 101 freeway from Mussel Shoals to
Carpinteria, and Phase 3 covered Casitas Pass
to Linden Avenue. Phase 4, the final phase, is
underway at this time. 0
5 10
15 20
25 30
35 40
Less than
15 Minutes
15 - 29
Minutes
30 - 44
Minutes
45 - 59
Minutes
60+
Minutes
Commute Times for
Residents of Carpinteria
2023
percent
of all
commuters
QUALITY OF LIFE INDICATORS
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 42
The Padaro segment of Phase 4 is widening
the highway to 3 lanes in each direction to
Summerland. The project includes bridges over
Toro Creek and Arroyo Parida Creek. The bridge
and freeway ramps at the South Padaro Lane
undercrossing are being replaced. New on and
off ramps are being built at the North Padaro
Lane Interchange. Sound walls are also being
added.
Via Real will be connected across Carpinteria
Creek through a new roundabout up to Linden
Ave. New bridges will be built over Carpinteria
Creek on Highway 101 and Via Real, and four
new sound walls will be built to reduce freeway
noise in nearby neighborhoods.
This phase of the project continues with freeway
widening through Montecito and into Santa
Barbara. The Cabrillo Boulevard Interchange will
be reconstructed with new bridges and freeway
ramps, including a new northbound off-ramp
and new southbound on-ramp.
Construction started in the fall of 2016 and
will continue into 2024 as the project finishes
the widening, the under crossings, and the
landscaping through Summerland. Between
Summerland and Santa Barbara, the project is
still being permitted and funded, and the current
timeline has completion estimated to be by
2027.
Highway 101 construction | source: GraniteConstruction.com The Padaro segment of the Highway 101: Carpinteria to Santa Barbara project adding a third lane in each direction
DATA SOURCES
43 CALIFORNIA ECONOMIC FORECAST
Data Sources
Chapter Principal Data Source
Demographics California Department of Finance,
Demographic Research Unit
Claritas Spotlight
California Department of Education
Employment Labor Market Information Division, State of California Residential Real Estate Santa Barbara Multiple Listing Service Commercial Real Estate Radius Group
Retail Trade & Tourism California Department of Tax and Fee Administration STR North America
City of Carpinteria
New Development City of Carpinteria
Construction Industry Research Board
Quality of Life Santa Barbara County Sherriff’s Office
Claritas Spotlight
CalTrans Traffic Division
ACKNOWLEDGEMENTS
2023 CARPINTERIA VALLEY ECONOMIC PROFILE 44
Acknowledgements
This publication was prepared for the City of Carpinteria in September 2023. The Profile is intended to provide annually updated economic, demographic, and quality of life information about the Carpinteria Valley.
California Economic Forecast
Julia Schniepp, B.A. candidate
New Development
Largest Employers
Publication Layout & Design
Mark Schniepp, Ph.D.
Principal Author & Editor
Databank Contributers
California Department of Tax and Fee Administration
California Department of Education
California Department of Finance
California Department of Transportation
California Employment Development Department
CIRB
City of Carpinteria
Nick Bobroff
Licette Maldonado
Claritas Spotlight
Santa Barbara County Sherrif’s Office
Google
Indeed
Radius Group
Redfin
Santa Barbara Multiple Listing Service
STR North America
This publication benefitted from the review and comments by Dave Durflinger, Michael Ramirez, and Nick Bobroff.
City of Carpinteria
COUNCIL AGENDA STAFF REPORT
November 27, 2023
ITEM FOR COUNCIL CONSIDERATION
Approval and adoption of the City Manager Employment Agreement with a Base Salary of $225,000.
STAFF RECOMMENDATION
Approve, adopt, and authorize for the Mayor's signature the City Manager Employment Agreement Between the City of Carpinteria and Michael Ramirez.
Sample Motion: I move to approve and adopt the City Manager Employment Agreement Between the City of Carpinteria and Michael Ramirez, and to authorize the Mayor to sign it on behalf of the City of Carpinteria. (This motion requires a roll call vote.)
BACKGROUND
In January 2023, after 24 years of distinguished service to the City of Carpinteria ("City"), City Manager Dave Durflinger ("Durflinger") announced to the City Council his intent to retire. Mr. Durflinger graciously agreed to continue serving the City in his City Manager role through December 8, 2023, to allow time for the Council to conduct a recruitment for his replacement and for a period of transition thereafter.
Following a nationwide recruitment and selection process, which featured community feedback, input from City staff, candidate interviews and careful consideration, on November 1, 2023 the Council selected Michael Ramirez ("Ramirez") as the new City Manager. Mr. Ramirez currently serves as the Assistant City Manager for the City and has also served as interim Risk Management and Human Resources manager and interim Parks, Recreation & Community Services Director.
Following Council's selection of Michael Ramirez as the City's next City Manager, the Council and Mr. Ramirez have negotiated the City Manager Employment Agreement (Agreement), which sets forth the terms and conditions of Ramirez's employment as City Manager.
DISCUSSION
With the adoption of the Agreement (Attachment A), the City Council will officially appoint Michael Ramirez as City Manager and approve the terms and conditions of his employment in his role as City Manager.
26409753.1
Approval of City Manager Employment Agreement
November 27, 2023
The terms of the Agreement have been negotiated with and approved by Mr. Ramirez.
Pursuant to the Agreement, Mr. Ramirez's first day as City Manager will be December 8, 2023. The compensation provided to Mr. Ramirez is typical for similar positions in the State, competitive in the context of his current total compensation, and reflects the fact that this position entails organization-wide management responsibility and accountability as well as service as the City's Director of Emergency Services.
The Agreement includes the following highlighted compensation terms:
Compensation Amount
Base Salary $225, 000/year ($8,653. 85/bi-weekly)
Assistance with Moving Costs and Rental Up to $24,000/year + $10,000 one-time or Lease Payments lump sum payment
Vehicle Allowance $450/month
The Agreement also includes the provision of benefits-health and dental benefits, retirement benefits, annual leave, etc.-similar to what is provided to other City management personnel. The Agreement additionally provides a life insurance benefit in the standard amount provided to management personnel plus Mr. Ramirez's Base Salary. It further provides deferred compensation contributions by the City in the amount of seven percent (7%) of the Base Salary. The Agreement also provides for reimbursement of work-related expenses and support for professional memberships and professional development.
The initial term of the Agreement will be four (4) years, subject to early termination with six months' severance, except if such termination is for cause, as defined in the Agreement. Such severance provision is typical of City Manager contracts.
FINANCIAL CONSIDERATIONS
The compensation package cost is not expected to have an impact on current year budget projections (approximately seven months remain in the fiscal year) due to offsets from current position vacancies. Further analysis will be provided in the context of all compensation costs as a part of the mid-year budget review.
OPTIONS
The Council may choose not to approve the Agreement, and to provide alternative direction to staff. It is not appropriate to deliberate on the selection of the candidate in open session nor to negotiate different employment terms with the candidate in open session. If Council wishes to give alternative selection or negotiation parameters to staff, Council should give direction to staff to schedule a closed session for this purpose.
Should Council not proceed with the action today, it may be necessary to enter negotiations with Mr. Durflinger to extend his contract. 26409753.1
Approval of City Manager Employment Agreement
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ATTACHMENTS
Attachment A - City Manager Employment Agreement Between the City of Carpinteria and Michael Ramirez
Staff contact:
Brian C. Barrett, City Clerk
(805) 755-4403; [email protected]
Reviewed by:
Dave Durflinger, City Manager
(805) 755-4400, [email protected]
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26409753.1
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Page4
Attachment A
CITY MANAGER EMPLOYMENT AGREEMENT
Between the City of Carpinteria
and
Michael Ramirez
26409753.1
Approval of City Manager Employment Agreement
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CITY MANAGER EMPLOYMENT AGREEMENT
Between the City of Carpinteria
and
Michael Ramirez
This Employment Agreement ("Agreement") is entered into as of November 27, 2023 by and between the City of Carpinteria, California, a municipal corporation ("City"), and Michael Ramirez, an individual ("Employee"), (collectively referred to as the "Parties"), with respect to the employment of Employee as City Manager of the City.
RECITALS
WHEREAS, the City requires the services of a City Manager; and WHEREAS, an individual appointed as City Manager must have the necessary education, experience, skills, and expertise to serve as the City's City Manager; and WHEREAS, Employee was selected to be City Manager following a national recruitment led by an independent recruitment firm; and
WHEREAS, Employee has been serving as the City's Assistant City Manager since December 2021, during which time he has demonstrated that he possesses the administrative and executive abilities and qualifications to serve as City Manager; and WHEREAS, the general powers and duties of the City Manager are established in Title 2, Chapter 2.08 of the Carpinteria Municipal Code ("CMC") and by other provisions of the CMC, other ordinances, resolutions, policies of the City Council, and state statute; and WHEREAS, the City Manager must establish and maintain strong partnerships with the City Council and the community that are cultivated by the City Manager's local ties and having a personal stake and interest in the community's quality of life; and WHEREAS, because the City Manager also serves as the City's Director of Emergency Services and must be available during the critical hours immediately following catastrophic events and other emergencies, the City believes it is in the best interest of the community for the City Manager to reside within or near the municipal boundaries of the City and, recognizing the high cost of housing within the community, determines to provide assistance with such housing; and
WHEREAS, the City Council finds that the above stated reasons for providing housing assistance constitute a legitimate "public purpose" for offering such housing assistance; and WHEREAS, in consideration of these Recitals and the performance of the Parties of the promises, covenants, and conditions herein, the Parties desire to determine the terms and conditions of employment for the City Manager.
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NOW THEREFORE, in consideration of the mutual covenants contained herein, the Parties agree as follows:
1. TERM OF EMPLOYMENT.
a. Effective Date and Term. Employee's appointment as City Manager commences on December 8, 2023 at 5:01 PM PST ("Effective Date"). The term of this Agreement shall be for four (4) years commencing on the Effective Date and ending at midnight PST on December 7, 2027, unless terminated earlier as provided herein ("Term"). The Parties may mutually agree to extend the Term for successive one (1)-year terms. Where City elects not to extend the Term, City must give Employee written notice of non-extension at least ninety (90) days prior to December 7, 2027 if for the first extension, or at least ninety (90) days prior to December 7 of any successive year. If City elects not to extend the Term and it expires without being terminated earlier as provided in Section 7, Employee shall not be entitled to Severance pursuant to this Agreement. Nothing herein shall prevent, limit, or otherwise interfere with the right of the City Council to terminate the services of Employee at any time, as set forth in Section 7.
b. Application of Government Code Section 3511.2. Notwithstanding any other provision in this Agreement, nothing in this Agreement provides for an automatic renewal of the Term resulting in an automatic compensation increase and/or cash settlement in excess of legal limitations.
c. No Property Interest. Employee is employed in an "at-will" position and serves at the pleasure of the City Council. Nothing in this Agreement confers upon Employee any right to any property interest in continued employment as the City Manager, or any due process right to a hearing before or after a decision by the City Council to terminate his employment as City Manager.
2. DUTIES AND OBLIGATIONS OF EMPLOYEE.
a. City Manager Duties. Employee agrees to and shall faithfully discharge the duties of City Manager and devote his full-time attention and energies to the performance of these duties to the satisfaction of the City Council. Employee's duties as City Manager include, but are not limited to, those identified in the CMC, California Government Code, City policies, and other duties as determined by the City Council.
b. Work Hours. It is recognized that the City Manager is considered to be a management personnel position which often requires more than a conventional forty-hour week to provide the desired level of professional service. It is further recognized that to properly fulfill his duties and responsibilities, Employee shall devote a considerable amount of time outside normal office hours to the business of the City. Therefore, while Employee shall spend sufficient hours onsite to perform the City Manager's duties, Employee has discretion over his work schedule and work location and will not be required to maintain a strict forty (40) hour-per-week onsite presence at City Hall, and may be occasionally absent from City Hall during normal business hours as is reasonable and appropriate. The position of City Manager shall be deemed an exempt position under state and federal wage and hour laws. Employee's 26409753.1
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compensation (whether salary or benefits or other allowances) is not based on hours worked and Employee shall not be entitled to any compensation at an overtime rate. c. Conflicting Activities. In accordance with Government Code section 1126 and CMC section 2.08.050, the employment provided for by this Agreement shall be Employee's sole employment. Without the express prior written consent of the City Council, Employee shall not engage in any other business duties or pursuits whatsoever or, directly or indirectly, render any services of a business, commercial, or professional nature to any other person or organization whether for compensation or otherwise, that is or may be competitive with the City, that might cause a conflict-of-interest with the City, or that otherwise might interfere with the business or operation of the City or the satisfactory performance of City Manager's duties.
3. EMPLOYEE COMPENSATION.
a. Annual Compensation. City agrees to pay Employee for his services rendered at the rate of eight thousand six hundred fifty-three dollars and eighty-five cents ($8,653.85) biweekly, which equals an annual base salary of two hundred twenty-five thousand dollars and zero cents ($225,000.00) ("Base Salary"). Employee shall receive this salary according to the payroll schedule in place for City Management Personnel, as set forth in the City's Conditions of Employment for Management Personnel ("Management Conditions of Employment"), as it may be amended from time to time. Employee shall not be entitled to receive payment or credit for, and the City shall not pay or credit Employee for, overtime, compensated time off in lieu of overtime, or other compensation except as expressly provided in this Agreement. Employee acknowledges that the position of City Manager is exempt from the provisions of the Fair Labor Standards Act.
b. Housing Assistance. To incentivize Employee to reside within the City, City shall provide Employee with assistance for the rental, lease, or purchase of a residence, provided that (i) such housing is located within five (5) miles of the City's municipal boundaries during the 1-year period immediately following the Effective Date of this Agreement; (ii) such housing is located within the City's municipal boundaries after the expiration of the 1-year period immediately following the Effective Date of this Agreement; (iii) Employee resides in and designates this housing as his primary residence; and (iv) Employee is qualified to receive such assistance, pursuant to the terms and conditions set forth in this Section 3.b and its subparts.
For the purposes of this Agreement, primary residence shall mean the residence that Employee occupies for a majority of the year, including weekends, and designates as his permanent address on documents such as his driver's license and tax returns. i. Assistance with Moving Costs and Rental or Lease Payments. Pursuant to the above conditions, the City shall provide Employee with housing assistance not to exceed a total annual amount of twenty-four thousand dollars ($24,000), which shall be paid in equal monthly or bi-weekly installments, until such time as Employee purchases a primary residence or until the Agreement is terminated, whichever occurs first. City shall also provide Employee with a one-time lump sum payment of $10,000 as a contribution toward Employee's relocation costs. This housing assistance shall not be considered pensionable compensation pursuant to Government Code section 7522.34(c)(7). Employee shall maintain accurate records related to such lease or rental payments for a minimum of two (2) years. 26409753.1
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ii. Housing Ownership Assistance. City maintains a Housing Ownership Loan Assistance program ("Housing Ownership Assistance"), whereby the City offers financial assistance toward the purchase of the City Manager's primary residence within the City's municipal boundaries once the City Manager has served in his position for a period of five (5) continuous years immediately prior. Employee shall be entitled to participate in this or any other Housing Ownership Assistance program that may be established by the City for the benefit of the City Manager for which he qualifies, however the City shall not provide Employee with monetary assistance under both the Temporary Housing Assistance and the Housing Ownership Assistance program at the same time.
c. Annual Performance Evaluation and Salary Review. The City Council shall endeavor to review and evaluate on an annual or other basis the performance of Employee. i. Performance Evaluation. The City and Employee shall discuss the process for Employee's performance review. As part of that process, the City and Employee may develop annual goals, objectives, and performance standards for Employee for the benefit of the City and in attainment of the City's policy objectives, and may further establish a priority among those goals, objectives, and performance standards which may be reduced to writing. ii. Salary Review. Employee's Base Salary may be adjusted, either by raise or reduction, at the sole discretion of the City Council concurrent with Employee's performance evaluation. Any changes to the Employee's Base Salary, either by raise or reduction, shall require an amendment to this Agreement. In the event an amendment to this Agreement reflecting a change in Employee's Base Salary is not agreed to by Employee, Employee's refusal to enter into such amendment shall constitute a termination without cause as described in Section 7.b, unless the reduction is a result of documented performance by Employee in which case said failure to enter into an amendment shall constitute termination for cause as described in Section 7.c.
4. EMPLOYEE BENEFITS. Subject to the terms and conditions of this Section 4 and its subparts, the City agrees to provide Employee with those benefits provided to management personnel pursuant to the Management Conditions of Employment, as it may be amended from time to time:
a. Health Benefits. The City shall contribute to the premiums for health and dental benefits for Employee and his dependents as set forth in the Management Conditions of Employment, as it may be amended from time to time. Employee is also entitled to participate in the Flexible Benefit Program (e.g., Cafeteria Plan) pursuant to the Management Conditions of Employment, as it may be amended from time to time.
b. Electronic Devices. The City shall provide Employee use of a laptop computer, tablet, and/or other electronic device or technology for business use on the same terms and conditions as other City management personnel. The City shall provide Employee with a cellular phone stipend pursuant to the terms of the City's Cell Phone and Personal Digital Assistant (PDA) Policy, as it may be amended from time to time.
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c. Retirement Benefits. The City is a member of the California Public Employees' Retirement System ("PERS"). The City shall follow all retirement requirements as mandated by the contract between City and PERS, and applicable law shall govern the eligibility for and level of benefits to which Employee is entitled. If Employee maintains PERS reciprocity, Employee shall receive the retirement benefits as set forth in the Management Conditions of Employment, as it may be amended from time to time.
d. SDI/FICA Medicare Reimbursement. City shall reimburse Employee for payroll deductions made on Employee's Base Salary for State Disability Insurance ("SDI") and FICA Medicare Tax as set forth in the Management Conditions of Employment, as it may be amended from time to time. For example, if the Management Conditions of Employment are amended so that management personnel receive additional salary, deferred compensation, or other benefits in place of receiving reimbursement for SDI and FICA Medicare Tax deductions, Employee shall receive the same amended benefits.
e. Life Insurance. The City shall pay premiums for a single life insurance policy for Employee in the amount of Employee's Base Salary amount, as of the Effective Date of this Agreement, plus the amount provided to other City management personnel as set forth in the Management Conditions of Employment, as it may be amended from time to time. For example, as of the Effective Date ofthis Agreement, the City shall pay premiums for a life insurance policy for Employee in the amount of three hundred twenty-five thousand dollars ($325,000).
f. Deferred Compensation. The City shall contribute a total of seven percent (7%) of Employee's Base Salary, not to exceed the maximum annual contribution as permitted under the Internal Revenue Code, into Employee's deferred compensation account. Payment shall be made in equal bi-weekly installments according to the City's payroll schedule. This City contribution shall not be pensionable compensation nor shall it be included in the calculation of retirement benefits. To receive this benefit, Employee must be enrolled in the City's Deferred Compensation Plan and shall comply with all requirements ofthe IRS rules and regulations. g. Leave Bank. Employee shall accrue annual leave in accordance with the Management Conditions of Employment, as it may be amended from time to time. In recognition of Employee's prior employment with the City as Assistant City Manager, as of the Effective Date of this Agreement, Employee's accrual of leave bank benefits shall begin at the level of "Management Employee Serving as Department Head with nine (9) years of service" as defined in the Management Conditions of Employment, as it may be amended from time to time. Employee is entitled to roll over and retain any and all existing leave bank hours accrued from Employee's prior employment as Assistant City Manager. Employee shall have no maximum limitation on leave bank cash out options, provided that Employee retains an accrued leave balance of at least eighty (80) hours in his leave bank. All other regulations regarding Employee's leave bank shall be governed by the Management Conditions of Employment, as it may be amended from time to time.
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h. Vehicle Allowance. The City shall provide Employee with a vehicle allowance of $450.00 per month. All costs of operation of the vehicle for Employee, including but not limited to, fuel, maintenance, and insurance, shall be borne by Employee. Employee is required to provide proof of a valid driver's license and vehicle insurance prior to receiving any vehicle allowance, and employee is required to maintain a valid driver's license and appropriate vehicle insurance consistent with applicable City coverage requirements during the term of the Agreement.
i. No COLA Adjustments. Employee shall not be entitled to any cost of living ("COLA") adjustments to compensation, if any, as are afforded other City employees. j. Right to Modify. Employee understands and agrees the City reserves the right to modify, suspend, or discontinue any and all of the benefits granted to management personnel via amendment to the Management Conditions of Employment, which may affect Employee.
Nothing in this Agreement shall be construed as requiring the City to establish or continue any particular plans, policies, or benefits in the discharge of its obligations under this Agreement.
5. REIMBURSABLE EXPENSES.
a. General. Pursuant to the terms of this Agreement, City shall reimburse Employee for expenses incurred in the performance of his duties. Reimbursable expenses shall be limited to those reasonable and necessary for the performance of Employee's duties under this Agreement. Employee shall submit such expenses to the City Council for approval and reimbursement upon such forms and with receipts and other expense records as required by the City Council.
b. Memberships. City shall pay the membership costs and fees for Employee to join and maintain membership in such associations as the Employee and/or the City Council deem appropriate and useful to Employee's professional participation, growth, and advancement for the good of the City. Memberships may include, but not be limited to, the League of California Cities ("Cal Cities"), the International City/County Management Association ("ICMA"), the California City Manager's Foundation ("CCMF"), and such other memberships as included in the City's approved budget and/or as approved by the City Council. c. Conferences. City shall reimburse Employee for reasonable travel and meeting expenses incurred by Employee to attend conferences and other events as Employee and/or the City Council deem appropriate and useful to Employee's professional participation, growth, and advancement for the good of the City. Conferences and events may include, but not be limited to, the annual Cal Cities Conference, annual Cal Cities City Managers' meeting, annual ICMA conference, the California Joint Powers Insurance Authority ("CJPIA") annual Risk Management Educational Forum and such other travel and/or meetings as included in the City's approved budget and/or as approved by the City Council. Employee shall provide receipts and other expense records as may reasonably be requested by the City Council as a condition for expenses to be reimbursed under this subsection.
d. Professional Development. The City shall pay for all direct costs incurred from training and/or educational courses required by or directly related to Employee's duties as City 26409753.1
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Manager that are deemed to be appropriate or necessary for Employee's continued professional participation, growth, and advancement for the good of the City. Direct costs shall include costs for tuition, books, and supplies related to the training or education course.
Employee shall work with City Council to ensure that costs for such training and/or educational courses are included in and approved as part of the City's annual budget. For the cost of training and/or educational courses not included in the City's approved budget, Employee shall obtain approval of the City Council for the City's payment of such costs or for reimbursement of such costs to Employee. Upon presentation of satisfactory evidence of completion of training and/or educational courses, Employee shall provide receipts and other expense records as may reasonably be requested by the City Council as a condition for expenses to be reimbursed under this subsection.
6. TAXES. Employee shall be responsible for all federal, state, local, or other taxes resulting from any compensation or benefits provided to him by the City. The City shall withhold from any compensation or benefits provided under this Agreement all federal, state, local, or other taxes as may be required pursuant to law or governmental regulation or ruling.
7. TERMINATION OF AGREEMENT. The Parties understand and agree that Employee, in performing his duties as City Manager, is an "at-will" employee who serves at the pleasure of the City Council and his employment may be terminated at any time with or without cause, and without any right of notice or hearing whatsoever including any so-called "Skelly" meeting, provided that the notice provisions in this Section and Sections 1.a and 10 of this Agreement are complied with as applicable.
a. Voluntary Termination. Nothing in this Agreement shall prevent, limit, or otherwise interfere with the right of the Employee to resign at any time from his position with the City. In the event that Employee voluntarily terminates this Agreement, he shall not be eligible to receive any Severance pay pursuant to Section 7.d of this Agreement. Further, all of Employee's health and other benefits set forth in this Agreement shall cease on the day of voluntary termination of this Agreement, or as soon thereafter as feasible based on the City's and/or provider's policy for termination of benefits. Employee and the City recognize that the City prefers Employee provide at least a ninety {90) days' advance written notice to the City Council before Employee voluntarily resigns from the City Manager position. While such courtesy is desired, it is not required as the employment relationship created in this Agreement is "at-will."
b. Termination Without Cause. In the event City Council terminates Employee for its convenience and without cause before the expiration of Term, City shall provide Employee with Severance in accordance with Section 7.d of this Agreement, which shall be conditioned upon his execution of a Separation and Release Agreement. c. Termination For Cause. In the event the City terminates Employee for cause, Employee shall be entitled to only the compensation accrued up to the date of termination and such other termination benefits and payments as required by law. Notice of termination for cause shall be provided to Employee in writing in accordance with Section 10 and may take effect immediately upon delivery. Said notice shall describe the cause for termination. In the event the City terminates Employee for cause, Employee shall not be entitled to any Severance 26409753.1
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benefits described in Section 7.d of this Agreement. For purposes of this Agreement, "cause" for termination is any of the following and shall be determined at the sole discretion of the City Council:
i. Violation of this Agreement, City's rules and regulations, and/or any other applicable City-adopted policy and procedure;
ii. Theft of City property;
111. Employee's willful or intentional failure or refusal to perform his duties and responsibilities consistent with his obligations under this Agreement, or to comply with lawful written directives issued by the City Council pertaining to performance of Employee's job duties and responsibilities;
iv. Conviction of a felony, or plea of guilty or nolo contendere, to any crime or offense involving moral turpitude, provided that Employee may be placed on administrative leave without pay should he be charged with a felony or crime involving moral turpitude unless or until such charges are resolved;
v. Conviction of any crime involving an "abuse of office or position," as that term is defined in Government Code section 53243.4, provided that Employee may be placed on administrative leave without pay should he be charged with "abuse of office or position" unless or until such charges are resolved;
vi. Conviction of a felony, or conviction of a misdemeanor, or plea of guilty or nolo contendere, to any crime or offense relating to Employee's fitness to perform assigned duties, provided that Employee may be placed on administrative leave without pay unless or until such charges are resolved;
vii. Employee fails to report to work without notice to City and/or without authorization from the City Council for three (3) consecutive days, except if Employee's failure to comply with this subsection is due to emergency circumstances beyond Employee's control; viii. Intoxication while on duty whether by drugs, alcohol, prescription or nonprescription drugs, and in the case of prescrtptlon drugs where they are being used in a manner not authorized by Employee's treating physician;
ix. Unauthorized use of City property;
x. Improper use of City funds;
xi. Willful violation of Federal, State, or City discrimination and harassment laws concerning either members of the general public or City's employee(s) while acting in the course and scope of his employment on City premises or time and/or while acting without the prior approval or direction of the City Council;
xii. Willful and unlawful retaliation against any City officer or employee or member of the general public who in good faith reports, discloses, divulges, or otherwise brings 26409753.1
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to the attention of any appropriate authority any facts or information relative to actual or suspected violations of any law occurring on the job or related directly thereto; xiii. Willful violation of any conflict of interest or incompatibility of office laws;
xiv. Performance of material outside business interests that conflict directly with the activities and duties as City Manager; and/or
xv. A medical determination that Employee is unable to perform the essential functions of the position with or without a reasonable accommodation, due to a mental, physical, or other illness or disability for a period of six (6) months or longer. d. Severance. Any severance payment provided for herein ("Severance") shall be conditioned upon Employee's execution of a Separation and Release Agreement within thirty (30) days of termination. In the event Employee declines to execute or revokes the Separation and Release Agreement, no Severance payment shall be made. Severance pay shall not be utilized for purposes of retirement credit and no additional benefits (e.g., annual leave) will accrue or be owed during the Severance period, unless provided for elsewhere within this Agreement. If Employee is entitled to receive Severance as provided in Section 7.b and this Section 7.d, City shall (i) pay Employee a lump sum amount in compliance with Government Code sections 53260 and 53261 equal to six (6) months of Employee's Base Salary; and (ii) continue to contribute to the premiums for health and dental benefits for Employee and dependents, as set forth in Section 4.a, for six (6) months from termination or until Employee finds other employment, whichever occurs first. City's continued contributions to premiums for health and dental benefits may be provided to Employee either through direct payment(s) to the provider(s) and/or a lump sum payment to Employee. Severance shall not be paid to Employee in the event of death of the Employee, Employee's resignation or retirement, or termination of Employee for cause.
e. Application of CJPIA Chief Executive Separation Payment. Notwithstanding Section 7.d of this Agreement, in the event this Agreement is terminated by the City for any reason other than for cause, the City shall not contest Employee's eligibility to receive payments in accordance with the Chief Executive Separation Payment provision in the CJPIA's Memorandum of Coverage - Primary Liability.
f. Application of Government Code Section 53243.3. In the event Employee is provided any cash settlement related to Employee's termination, such sums shall be fully reimbursed by Employee to City if the Employee is convicted of a crime involving abuse of his office or position. All provisions of Government Code section 53243.3 shall take precedence over the terms of this Agreement.
g. Return of Property. Employee shall be responsible for all City property (including but not limited to any computer, phone, and/or other electronic devices), materials, written information, and computer data issued to Employee or in his possession or control. All City property must be returned by Employee on or before his last day of work or at such earlier time as the City may request. Where permitted by applicable laws, the City may withhold from the 26409753.1
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Employee's final pay (or other monies due to the departing Employee) the cost of any items that are not returned when required. The City may also take all action deemed appropriate to recover or protect its property.
8. INDEMNIFICATION. For the purpose of indemnification and defense of legal actions, Employee shall be considered an employee of the City and entitled to the same rights and subject to the same obligations as are provided for all other employees of the City as set forth in Sections 825 through 825.6 and Sections 995 through 996.6 of the California Government Code.
9. CONFIDENTIAL INFORMATION. Employee acknowledges and stipulates that in the performance of his duties, the City discloses and entrusts him with certain private, confidential and proprietary information. Employee agrees not to directly or indirectly disclose or use at any time any such information, whether it be in the form of records, lists, data, personnel information, drawings, reports, or otherwise, of a business or technical nature, which was acquired or viewed by Employee during Employee's relationship with the City unless such disclosure is authorized by the City in writing, required by law, or required in the performance of the duties of the City Manager. In the event Employee becomes legally compelled (e.g., by deposition, interrogatory, public records request, order, subpoena, civil investigative demand, or similar process issued by a court of competent jurisdiction) to disclose confidential information, prompt written notice of any such requirement shall be provided to the City Attorney. This provision shall survive the termination or expiration of this Agreement.
10. NOTICE. Any notices required hereunder shall be in writing and shall be given by personal delivery, overnight courier service, or United States Mail to the Party to whom it is to be given. All notices shall be deemed effective upon personal delivery or upon three (3) business days following deposit with any overnight courier service or the United States Postal Office. Any notice required to be given to the Employee under this Agreement shall be addressed to him at his last known address as reflected in the City's personnel records. Any notice required to be given to City under this Agreement shall be addressed to the City Clerk, at City Hall. Any Party may change its address for the purpose of this Section by giving written notice of such change to the other Party in the manner herein provided.
11. GENERAL PROVISIONS.
a. Governing Law & Severability. This Agreement shall be governed by the laws of the State of California. If any clause, sentence, section, or other provision of this Agreement is deemed void, unlawful, or otherwise unenforceable, then such shall be severed and the balance of this Agreement construed as if the severed language was not a part hereof. b. Modification, Amendment, Waiver. No modification or amendment of any provision of this Agreement shall be effective unless approved upon majority vote of the City Council, put in writing, and signed by both Parties. Pursuant to state law requirements, amendments to Employee's Base Salary and/or benefits may only be considered by the City Council at a regular meeting. The failure of a Party to enforce any of the provisions of this Agreement shall in no way be construed as a waiver of such provisions and shall not affect the 26409753.1
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right of either Party thereafter to enforce each and every provision hereof in accordance with its terms.
c. Assignment. Neither this Agreement nor any of the rights or obligations created herein shall be assignable by Employee without the prior written approval of the City. d. Counterparts. This Agreement may be executed in any one or more counterparts, each of which shall be deemed to be an original but all of which together shall constitute one and the same instrument. The transmission of an executed signature page by any Party may also be accomplished via facsimile or via electronic transmission, and such copies may be treated as if they were originals.
e. Section Headings. The section headings used herein are not a substantive part of this Agreement and are included solely for convenience and have no bearing upon and do not in any way limit the application of the terms and conditions of this Agreement. f. Incorporation. The Recitals are true and correct and are incorporated herein by this reference as if fully set forth herein.
g. Jurisdiction and Venue. Personal and subject matter jurisdiction and venue for any controversy or claim arising out of or relating to this Agreement shall be in the California Superior Court in and for the County of Santa Barbara, or in the discretion of the City, the United States District Court for the Central District of California. h. Conflict Between CMC and Agreement. In the event the terms of this Agreement conflict with provisions of Title 2, Chapter 2.08 ofthe City's Municipal Code, as it may be amended from time to time, the terms of this Agreement shall prevail. i. Policy and Rule Modification. Employee agrees and understands that the City reserves the right to unilaterally revise, modify, delete, or add to any and all policies, procedures, work rules, benefits, the Management Conditions of Employment, or any other document that is referred to herein or may affect the conditions of Employee's employment, except for the policy of at-will employment. However, any such changes shall be in writing and approved by the City. In the event the terms of this Agreement conflict with the Management Conditions of Employment, as they may be amended from time to time, the terms of this Agreement shall prevail.
j. Voluntary Agreement. Employee agrees and represents that prior to entering into this Agreement, Employee has had reasonable time and opportunity to consult with an attorney or representative of Employee's choice concerning all terms and conditions of this Agreement. Employee also represents he has carefully read and fully understands the meaning, intent, and consequences ofthis Agreement, that he is competent to execute this Agreement, and freely and voluntarily enters into this Agreement without duress. k. Independent Advice. Employee further acknowledges that provisions of this Agreement may result in certain tax consequences. Employee represents and warrants that Employee has had the opportunity to independently seek any needed expert advice in this 26409753.1
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regard, and that Employee shall bear full and complete responsibility for any and all tax consequences hereunder.
I. Entire Agreement. This Agreement represents the entire and integrated agreement between the City and Employee and supersedes all prior understandings, negotiations, representations, or agreements.
IN WITNESS WHEREOF, the Parties have entered into this Employment Agreement for the City Manager as of the date first written above.
[Signature page follows]
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CITY OF CARPINTERIA
By: _
Al Clark, Mayor
EMPLOYEE
By: ------------
Michael Ramirez
ATT EST:
By:-------------
Brian C. Barrett, CMC, CPMC
City Clerk, City of Carpinteria
APPROVED AS TO FORM
By: _
Jena S. Aco s, on behalf of
Brownstein Hyatt Farber Schreck, LLP
Acting as City Attorney
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