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Agenda packet

Monterey City Council
March 19, 2024

Document
Agenda packet
Meeting
March 19, 2024
Body
Monterey City Council
Pages
11
Original file
9.8 MB
Text extracted from the city's file for reading and search. Open the original on isearchmonterey.org. That file is the official record.

Council Chamber,
580 Pacific St.

Monterey, California
City Council Agenda
Council Regular Meeting

AMENDED
Tuesday, March 19, 2024
4:00 PM – 7:00 PM
Afternoon Session Only
City Council
Tyller Williamson, Mayor
Kim Barber, Councilmember,
District 1
Gino Garcia, Councilmember
Alan Haffa, Councilmember
Ed Smith, Councilmember,
District 2
City Manager
Hans Uslar
HOW TO PARTICIPATE IN THIS MEETING:
 Written comment: Members of the public may submit comment(s) to [email protected] until ½ hour before the start of the meeting. These messages are not read aloud during the meeting but are made available to the meeting body and public at https://monterey.org/submitted-comments. All comments received become part of the record.
 In-Person: Please see the meeting location listed above. Wearing a mask is recommended and encouraged.
 Remote via ZoomGov Webinar:
o Join on a computer or smartphone: https://montereyorg.zoomgov.com/j/1607729333 An up-to-date version of the Zoom software must be used.
o Or join by telephone: Dial 833-568-8864 (Toll Free), 669-254-5252 (Campbell, CA) or 646-828-7666 (NY). If one number doesn’t work, please try another.  Enter Webinar ID: 160 772 9333 #
 If prompted to enter a participant ID, press #
 To “raise your hand,” dial *9. Once called upon, dial *6 to unmute o Need help using or updating Zoom? Read our Zoom Meeting Instructions (PDF)  This meeting will also stream live for viewing only on youtube.com/cityofmonterey (10 second delay) and on Comcast Channel 25 (up to 90-second delay).

PUBLIC COMMENT PROCEDURES AND TIME LIMITS:

The total amount of time allocated for public comment on a particular issue and for each individual speaker is generally as follows:

1. Up to three minutes per speaker.

2. For regular City Council meetings, there are two 15-minute public comment periods, one in the afternoon and one in the evening. Speakers may only comment during one session.

3. The total time allocated for public comment:
a. Items pulled from the consent agenda – 15 minutes each item b. Public Appearance items – 30 minutes each item
c. Public Hearing items – 30 minutes each item
d. Closed session items – 15 minutes each item
At the time an item is considered, the Mayor will ask those attending the meeting in person to line up at the podium or raise their hands, and for remote participants to use *9 on the telephone or the “raise hand” function in Zoom, if they wish to address the City Council. The maximum amount of time for each person to speak and the total amount of time allotted for each item will be determined based on the number of people indicating an interest in speaking and the amount of business to be conducted on the agenda. In exceptional circumstances and when necessary to ensure a full opportunity for public input, the Mayor may, with the legislative body’s consent, adjust the amount of time allowed for public input and/or the time allotted for each speaker.

CAMPAIGN CONTRIBUTION DISCLOSURE: Pursuant to the Levine Act (Govt. Code section 84308), any party to a permit, license, contract, or other entitlement before the Council is 3/19/2024 4:00:00 PM
2 required to disclose on the record any contribution, including aggregated contributions, of more than $250 made by the party or the party's agents within the preceding 12 months to any City official. Participants and agents are requested to make this disclosure as well. The disclosure must include the name of the party, participant, or agent, and any other person making the contribution; the name of the recipient, the amount of the contribution, and the date the contribution was made.

TELECONFERENCE NOTICE
A “Just Cause” teleconference attendance notification was received on March 13, 2024 from Mayor Williamson, who will make a brief statement at the beginning of the meeting regarding the general description of the circumstances requiring remote participation. ***Afternoon Session Agenda ***
4:00 - 7:00 p.m.

CALL TO ORDER

PLEDGE OF ALLEGIANCE

PRESENTATIONS

1. Recognition of March 2024 as American Red Cross Month (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061)

2. Recognize the Finance Department for Receiving the Distinguished Budget Presentation Award for 2023-24 Fiscal Year. (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)

3. Recognition of the Monterey High School Basketball Team’s 2024 State Division IV Championship Award (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061)

GENERAL PUBLIC COMMENTS
The public may speak to any item that is not on the agenda and that is in the City of Monterey’s subject matter jurisdiction.

CONSENT AGENDA
All matters listed under Consent Agenda are routine and will be adopted by one motion unless a member of the City Council or the public requests discussion or a separate vote.

Approval of Minutes

4. February 20, 2024 Regular Meeting (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)

5. February 28, 2024 Special Meeting (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)

6. March 5, 2024 Regular Meeting (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)
3/19/2024 4:00:00 PM
3 Award of Construction Contracts

7. Award a Construction Contract in the Amount of $638,700.19 to Arizona Continental Flooring Company for the Replace Flooring Project at the Presidio of Monterey (Categorically Excluded from NEPA 32 CFR, Part 651, Section II(g)(1), CEQA Not a Project) ***IGSA***

8. Award a Construction Contract in the Amount of $273,368.00 to St Francis Electric, LLC for the Traffic Signal Reflective Backplates Systemic Improvements Project (Exempt from CEQA, Article 19, Section 15301, Class 1) ***CIP***
Ordinances
An ordinance is a law adopted by the City Council and codified in the City Code. Through the adoption of an ordinance, the City may make and enforce within its limits all local, police, sanitary, and other laws not in conflict with state or federal law. An ordinance generally becomes effective 30 days after approval at a second reading.

9. First Reading of an Ordinance to Repeal and Replace Monterey City Code Section 20-40 Pertaining to Decreased Speed Limits on Certain Street Segments (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)

10. Second Reading of an Ordinance to Recodify and Amend the City Code to Name the Old Monterey Business Association as the Official Advisory Board to the City for the Monterey Downtown Promotion District (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Resolutions
A resolution is an expression of opinion or evidence of a decision made by the City Council and often relates to administrative business of the City. Resolutions generally become effective immediately upon adoption.

11. Award Four Professional Services Agreements for On-Call Civil Engineering Services Each with a Not-To-Exceed Limit of $500,000.00, for Projects with the City of Monterey to: (1) Kimley-Horn and Associates, Inc.; (2) BKF Engineers; (3) Harris & Associates, Inc.; and (4) Mark Thomas & Company, Inc. ***CIP/NCIP*** (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) - - Continued from February 6 and March 5, 2024

12. Award Five Professional Services Agreements for On-Call Construction Management Services Each with a Not-To-Exceed Limit of $500,000.00, for Projects with the City of Monterey to: (1) Consor PMCM, Inc.; (2) CSG Consultants, Inc.; (3) Harris & Associates, Inc.; (4) 4LEAF, Inc.; and (5) Wallace Group, a California Corporation. ***CIP/NCIP*** (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

13. Adopt a Resolution Accepting the 2023 General Plan Annual Report (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

14. Authorize the City Manager to Sign an Exclusive Negotiating Agreement Extension with MidPen Housing for Development of Affordable Housing at 587 and 593 Van Buren Street, 424 and 450 Madison Street (Not a Project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061)
3/19/2024 4:00:00 PM
4 *** End of Consent Agenda ***
Adjourn to Ocean View Community Services District Meeting: Consent Agenda This is a separate legal body of the City that oversees the operations of the Ocean View Community Services District desalinization plant. All matters listed under Consent Agenda are routine and will be adopted by one motion unless a member of the CSD or the public requests discussion or a separate vote.

15. Receive Ocean View Community Services District Quarterly Report (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5, Section 15061) Adjourn to City Council Meeting

PUBLIC APPEARANCE
Public Appearance items are on non-routine issues that might stimulate public interest and comments.

16. Receive a Report on the Draft Sewer Utility Master Plan and Draft Wastewater Rate and Capacity Fee Study for the City Sewer Utility (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

17. Approve Monterey Rental Assistance Program Guidelines (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

COUNCIL COMMENTS
Councilmembers may ask a question for clarification, make a brief announcement, or make a brief report on their activities. In addition, Councilmember or the City Council may provide a referral to staff or other resources for factual information. (Government Code section 54954.2(a)(3).)

CITY MANAGER REPORTS
The City Manager may make a brief report on their activities or a brief announcement. They may also ask for clarification or direction regarding scheduling of Council meetings and study sessions.
*** Adjourn to Closed Session (See additional agenda) *** The City Council will take public comments on closed session items before convening to closed session.

ADJOURNMENT
Writings distributed for discussion or consideration on these matters within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, are available at: monterey.org/submitted-comments and in the City Manager’s Office at 580 Pacific St., Room 1, Monterey, CA 93940 during regular business hours.

Information distributed to the Council at the Council meeting becomes part of the public record. Members of the public who submit written public comment on an agenda item may be subject to the Levine Act which requires disclosure of campaign contributions of more than $250 to an officer of the City within the preceding 12 months.

CITY OF MONTEREY'S 24-HOUR SUGGESTION HOTLINES:

Voicemail: (831) 646-3799 Email: [email protected] Website: http://www.monterey.org 3/19/2024 4:00:00 PM
5 INTERPRETATION: The Monterey City Council invites and encourages public participation at its meetings. Requests for language interpretation may be made by contacting the City Clerk at [email protected] or 831-646-3935. The City Clerk will make every effort to accommodate requests for interpreter assistance. Requests should be made as soon as possible in advance of any meeting of the City Council. The City is committed to addressing language interpretation requests swiftly in order to maximize public participation.

ACCESSIBILITY: The City of Monterey is committed to including the disabled in all of its services, programs and activities. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk’s Office at [email protected] or (831) 646-3935. Notification 30 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting [28 CFR 35.102-

35.104 ADA Title II]. Later requests will be accommodated to the extent feasible. For communicationrelated assistance, dial 711 to use the California Relay Service (CRS) to speak to City offices. CRS offers free text-to-speech, speech-to-speech, and Spanish-language services 24 hours a day, 7 days a week. If you require a hearing amplification device to attend a meeting, dial 711 to use CRS to talk to the City Clerk's Office at (831) 646-3935 to coordinate use of a device.

Upcoming city meetings are listed at http://isearchmonterey.org More information is available by calling (831) 646-3935 Council
Agenda Report
№09/24
FROM: Nat Rojanasathira, Assistant City Manager
Prepared By: Hayley Goodwein, Administrative Assistant
SUBJECT: Recognition of March 2024 as American Red Cross Month (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council recognize March 2024 as American Red Cross Month in Monterey.

VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

POLICY IMPLICATIONS:

None.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

None.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

Date: 3/19/2024
Item No.: 1.

Council Regular Meeting, 3/19/2024, Item No. 1., Item Page 1, Packet Page 6 ALTERNATIVES CONSIDERED:

The City Council could choose not to recognize March 2024 as American Red Cross Month.

DISCUSSION:

The proclamation honors the volunteers, staff, and donors who support the American Red Cross mission. The community depends on these local heroes to deliver assistance, shelter, food, and hope during emergencies, including the coronavirus pandemic.

The American Red Cross has a long history of helping our neighbors in need in Monterey. The Central Coast Chapter assisted households affected by home and wildfires, helped collect blood donations from our generous community blood donors, provided training services, and assisted families of our armed forces, among many other vital efforts.

The Red Cross partnered with the City of Monterey on numerous Disaster Relief Operations, Blood Drives, and training for Preparedness, Health, and Safety. The contributions of local Red Cross volunteers (134 in the county) give hope to the most vulnerable in their darkest hours. In 2023 in Monterey County, volunteers helped 53 households affected by 39 home fires by addressing their urgent needs like food and lodging, as well as providing recovery support. In addition, they installed 783 smoke alarms, collected 1,560 blood donations, provided first aid and CPR training to 3,243 residents, helped the families of 1,355 students prepare for disasters through our Pillowcase Project, and assisted 272 families of our armed forces.

In 2023, the Red Cross partnered with the City of Monterey to offer 13 blood drives at the Hilltop Park Center and helped collect 365 pints of blood. The City is a Premier Blood Partner of the American Red Cross, which is designated exclusively for the organization’s highest contributing sponsors and blood drive partners.

The City of Monterey dedicates the month of March to those who support the American Red Cross’ mission to prevent and alleviate human suffering in the face of emergencies. Our community depends on the organization, which relies on volunteers and the public’s generosity to perform its essential mission.

HG/pb
Attachments: 1. Proclamation
e: American Red Cross, Central Coast Chapter, [email protected] Michele Averill, Chief Executive Officer, American Red Cross, [email protected]
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 1., Item Page 2, Packet Page 7 Proclamation declaring
March 2024

AMERICAN RED CROSS MONTH
WHEREAS, March is American Red Cross Month, a special time to celebrate the humanitarian spirit of Monterey County and reaffirm their commitment to help ensure no one faces a crisis alone in Monterey County, across the United States, and around the world. Their dedication touches millions of lives each year as they carry out the organization’s 140-year mission of preventing and alleviating suffering; and, WHEREAS, caring for one another is at the heart of our community and exemplified by the people of Monterey, whose simple acts of kindness through the Red Cross provide help and hope in people’s most difficult moments — continuing the lifesaving legacy of Clara Barton, who founded the organization more than 140 years ago to prevent and alleviate human suffering; and, WHEREAS, Central Coast Chapter volunteers (134 in the county) give hope to the most vulnerable in their darkest hours. Last year in Monterey County, volunteers helped 53 households affected by 39 home fires by addressing their urgent needs like food and lodging, as well as providing recovery support. In addition, they installed 783 smoke alarms, collected 1,560 blood donations, provided first aid and CPR training to 3,243 residents, helped the families of 1,355 students prepare for disasters through our Pillowcase Project, and assisted 272 families of our armed forces; and, WHEREAS, the Central Coast Chapter’s support, volunteerism, and generous donations are critical to our community’s resilience. We hereby recognize this month of March in honor of all those who fulfill Clara Barton’s noble words, “You must never think of anything except the need and how to meet it,” and ask everyone to join in this commitment; and,
NOW, THEREFORE, BE IT PROCLAIMED THAT I, Tyller Williamson Mayor of the City of Monterey, on behalf of the City Council and citizens, hereby proclaim the month of March 2024 as American Red Cross Month. I encourage all Americans to support this organization and its noble humanitarian mission.

Dated: March 2024 ________________________
Tyller Williamson, Mayor
Attachment 1
Council Regular Meeting, 3/19/2024, Item No. 1., Item Page 3, Packet Page 8 Council
Agenda Report
№09/24
FROM: Rafaela T. King, CPA, MBA, Finance Director
SUBJECT: Recognize the Finance Department for Receiving the Distinguished Budget Presentation Award for 2023-24 Fiscal Year. (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) RECOMMENDATION:

That the City Council receive a report recognizing the Finance Department for receiving the Distinguished Budget Presentation Award for the 2023-24 Fiscal Year.

VALUE DRIVERS:

Serve as stewards of the City’s financial resources through sound economic vitality efforts, streamlining operations, reasonable revenue enhancements, visionary long-term planning, fiscal transparency, and community partnerships.

POLICY IMPLICATIONS:

The award represents a significant achievement by the entity. It reflects the commitment of the governing body and staff to meeting the highest principles of governmental budgeting. In order to receive the budget award, the entity had to satisfy nationally recognized guidelines for effective budget presentation.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

There are no fiscal implications to receiving this award.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines”), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the Date: 3/19/2024
Item No.: 2.

Council Regular Meeting, 3/19/2024, Item No. 2., Item Page 1, Packet Page 9 matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

The council could choose not to receive this presentation.

DISCUSSION:

The City of Monterey has been awarded this distinguished award for the 2023-24 fiscal year budget.

Government Finance Officers Association (GFOA) established the Distinguished Budget Presentation Awards Program (Budget Awards Program) in1984 to encourage and assist state and local governments to prepare budget documents of the very highest quality that reflect both the guidelines established by the National Advisory Council on State and Local Budgeting and the GFOA’s best practices on budgeting and then to recognize individual governments that succeed in achieving that goal. Approximately 1,800 governments, including states, cities, counties, special districts, school districts, and more, have been recognized for transparency in budgeting. To earn recognition, budget documents must meet the program criteria and excel as a policy document, financial plan, operations guide, and communication tool.

The finance department staff worked extremely hard not only to present the budget numbers but also to revamp the 2023-24 budget document to include additional information to be more transparent and meet best practices. A few new inclusions this fiscal year were an expanded detail of the expenditures, a more comprehensive view of the transfers, a table of the debt schedule, and capital improvement projects.

Much appreciation goes out to the City’s entire Finance Team as well as the assistance of the staff in the City Manager’s Office.

RTK
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 2., Item Page 2, Packet Page 10 Council
Agenda Report
№09/24
FROM: Hans Uslar, City Manager
Prepared By: Linda Tulett, Administrative Assistant
SUBJECT: Recognition of the Monterey High School Basketball Team’s 2024 State Division IV Championship Award (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061) RECOMMENDATION:

There are no written materials for this item. The City Council will verbally recognize the Monterey High School Basketball Team’s 2024 State Division IV Championship Award.

Date: 3/19/2024
Item No.: 3.

Council Regular Meeting, 3/19/2024, Item No. 3., Item Page 1, Packet Page 11

MINUTES

CITY COUNCIL REGULAR MEETING

CITY OF MONTEREY
Tuesday, February 20, 2024
4:00 PM 7:00 PM
COUNCIL CHAMBER, 580 PACIFIC ST.

MONTEREY, CALIFORNIA
Councilmembers

Present: Barber, Garcia, Haffa, Smith, Williamson

Absent: None
City Staff

Present:

City Manager, Assistant City Manager, City Attorney, Community Development Director, Police Chief, Parks and Recreation Director, Finance Director, Human Resources Director, Library & Museums Director, Public Works Director, City Clerk, Recreation Manager, Deputy Public Works Director/City Engineer, Housing Manager, Deputy Human Resources Manager, Police Lieutenant, Senior Engineer, Management Analyst
***Afternoon Session Agenda ***

CALL TO ORDER
Mayor Williamson called the meeting to order at 4:01 p.m. City Clerk Klein called the roll with the Council present as highlighted above.

GENERAL PUBLIC COMMENTS
Public comment on non-agendized matters was received from Steve Lightfoot and Martine Watkins.

CONSENT AGENDA
Public comment on the Consent Agenda was received from Bob Faulis, who spoke in favor of approving the letter agendized as Item 8, and Mitchell Sawhney, who urged timeliness with labor contracts (Item 12).

Councilmembers made comments in favor of using stronger language in Item 8.

On a motion by Councilmember Smith, seconded by Councilmember Barber, and carried by the following vote, the City Council approved the CONSENT AGENDA, except Item 9, and directing that Mayor and City Manager use stronger language for Item 8:

AYES: 5 COUNCILMEMBERS: Barber, Garcia, Haffa, Smith, Williamson NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 0 COUNCILMEMBERS: (None)
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)
Approval of Minutes

1. February 6, 2024 Regular Meeting (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)
Action: Approved
Date: 3/19/2024
Item No.: 4.

Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 1, Packet Page 12 City Council Minutes February 20, 2024
2 Award of Construction Contracts

2. Award a Construction Contract in the Amount of $494,500 to TYMAN Construction, Inc. for the Municipal Wharf 2 Deck Repairs 2023-2024 (Initial Study Mitigated Negative Declaration) Action: Adopted Resolution No. 24-016 C.S.

Resolutions

3. Award a Contract in the Amount of $609,610 to SDI Presence, LLC for Advisory and Project Management Services for Enterprise Resource Planning System Selection and Implementation (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-017 C.S.

4. Amending and Restating Resolution 23-140, The Master Fee Schedule, to update the City Clerk’s Office, Community Development, Parks and Recreation, Library and Museums, Police Department, Public Works Department, Parking Division, and Harbor Division Fee Schedule (Not a Project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-018 C.S.

5. Authorize the Finance Director to Appropriate a Total of $76,000 from the Neighborhood and Community Improvement Program (NCIP) Contingency Account to Two Previously Approved NCIP Projects ***NCIP*** (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-019 C.S.

6. Order Engineer’s Report for Fiscal Year 2024-2025 Alvarado Street Maintenance District No. 85-1 (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-020 C.S.

7. Order Engineer’s Report for Fiscal Year 2024-2025 Calle Principal Maintenance District No. 00- 1 (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-021 C.S.

8. Approve Letter to California Coastal Commission Supporting the Re-Issuance of the Coastal Development Permit for the Cannery Row Plaza Project (Ocean View Plaza Project ) Located at 457, 465, 470, 484, 565 and 570 Cannery Row (Not A Project Under CEQA) Action: Approved letter, to be amended by the Mayor and City Manager to use stronger language in support of the re-issuance of the Coastal Development Permit

9. Authorize the City Manager to Enter Into a Partnership Intermediary Agreement with the Naval Postgraduate School Foundation and Appoint the City Manager as the City’s Representative to the Naval Postgraduate School Foundation Board of Directors (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Pulled from Consent; Adopted Resolution No. 24-022 C.S.

Public comment was received from Bob Faulis, in favor of the agreement, and Nina Beety, who shared environmental concerns relating to the Navy's presence in the Monterey area.

Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 2, Packet Page 13 City Council Minutes February 20, 2024
3 On a motion by Mayor Williamson, seconded by Councilmember Barber, and carried by the following vote, the City Council adopted Resolution No. 24-022 C.S. to Authorize the City Manager to Enter Into a Partnership Intermediary Agreement with the Naval Postgraduate School Foundation and Appoint the City Manager as the City's Representative to the Naval Postgraduate School Foundation Board of Directors:

AYES: 5 COUNCILMEMBERS: Barber, Garcia, Haffa, Smith, Williamson NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 0 COUNCILMEMBERS: (None)
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)

10. Amend the Permanent Local Housing Allocation (PLHA) Grant Activities Plan to Reallocate Fiscal Year 2019-2020 Funding to Predevelopment Costs for Affordable Rental Housing and Authorize the City Manager to Increase the Secured Loan to MidPen Housing by $53,844.05 and Sign Loan and Deed Documents (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Action: Adopted Resolution Nos. 24-023 and 24-024 C.S.

11. Adopt a Resolution to Authorize an Amendment to the Contract with Farber Specialty Vehicles, and Appropriate up to an Additional $4,400 in Bookmobile Reserve Funds towards the Purchase Price of the Library’s 2022 Mercedes Sprinter Van Bookmobile(Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Adopted Resolution No. 24-025 C.S.

12. Approve the Memorandum of Understanding (MOU) for the Monterey Fire Chief Officers’ Association (MFCOA) for the period of July 1, 2022 through June 30, 2024 (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5 Section 15061) Action: Adopted Resolution No. 24-026 C.S.

Other

13. Receive Mayor’s Recommendation and Appoint John Sovereign to the Neighborhood and Community Improvement Program Committee (Not a Project under CEQA per Article 20, Section 15378 and Under General Rule Article 19, Section 15061) Action: Appointed John Sovereign as NCIP Committee Alternate (Monterey Vista neighborhood) for a term ending June 30, 2028
*** End of Consent Agenda ***

PUBLIC APPEARANCE

14. Provide Direction on Potential Charter Amendments for November 2024 Election (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Action: Provided guidance as seen in the discussion below City Manager Uslar gave the staff presentation and answered Councilmembers' questions together with City Attorney Davi.

Public comment was received from: Jayme Fields, of Neighborhood and Community Improvement Program (NCIP) Committee, who noted that following the math before and after Measure Y's Transient Occupancy Tax (TOT) increase, reducing the NCIP allocation from 16% of the previous TOT to 13 1/3% of the current TOT would keep NCIP whole and allow the Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 3, Packet Page 14 City Council Minutes February 20, 2024
4 program to continue working as it has been working; Jean Rasch, who suggested a ballot initiative on the future of NCIP and the allocation of its 16% of TOT including to initiatives such as undergrounding and facility maintenance; Pat Venza, who echoed the need for a ballot measure to dedicate NCIP dollars to utility undergrounding and capital improvements and suggested a Charter amendment committee could be formed; Bob Faulis, who said that more controversial Charter amendment proposals should be heard at a forum; John Sovereign, who spoke against the proposed Charter amendments and said that the City Manager should have term limits; Tom Reeves, who disagreed that the NCIP had grown to be too big and said that the matter should be referred to the NCIP Committee for input; Richard Ruccello, who asked for transparency into where funds were going while infrastructure was falling apart; Esther Malkin, who spoke in favor of term limits, fixing the timing issue for term ends of Councilmembers running for Mayor, temporarily lowering NCIP's TOT percentage to catch up with deferred infrastructure maintenance, and allowing housing use in VAF zones; and Rick Heuer, who said that Measure Y had specified in the ballot language that 16% would be allocated to the NCIP and agreed that infrastructure issues should be brought to the NCIP Committee.

The Council discussed the matter. Input was provided as follows on the potential charter amendments that staff presented for discussion:
 Charter, General - Gender Neutral Language: A majority of the Council agreed terminology should be changed throughout the Charter to make it gender-neutral.  Charter Section 2.7 - Voter Approval Required for Eminent Domain Actions:

A majority of the Council did not favor a change to existing Charter language.

Comments in favor of modifying the language cited vacant lots in the North Fremont area that were not benefiting the community, and stated that the public participation process included electing capable Councilmembers to do the business of the City.  Charter Section 2.8 – Term of Office of Councilmember Filing as Candidate for Mayor: A majority of the Council agreed the timing should be changed for term expirations of Councilmembers running for Mayor. It was stated this change would avoid the quorum issues and complications experienced in November 2022 when two Councilmembers running for Mayor lost their Council seats on Election Day, leaving only three Councilmembers for nearly a month until the election results were certified.  Charter Section 2.8 - “Unsafe” or “Safe” Seat for Councilmember Filing as Candidate for Mayor: A majority of the Council did not favor a change to existing Charter language. It was stated that the existing "unsafe seat" system, whereby a midterm Councilmember who unsuccessfully runs for Mayor loses their Council seat, was better for a productive working dynamic on the Council.  Charter Section 3.1 - Start and End of the Mayoral Office Term: A majority of the Council agreed that the language should be clarified to specify that a Mayor shall be elected every two years at each general election and shall hold office until his/her successor is elected and qualified.
 Charter Section 4.1 - Term Limits for Mayor and Council: A majority of the Council agreed on proposing term limits, with the majority only reached with the inclusion of a mechanism by which an elected official reaching the end of their term limit could be appointed to fill the seat if no other candidates ran in a district. The Council requested more research from City staff on the appointment matter. In favor of term limits, it was expressed that eight years would make a good limit and that having to run against incumbents had the effect of discouraging competition. Against term limits, it Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 4, Packet Page 15 City Council Minutes February 20, 2024
5 was stated that members tended to end their service at around the 12 year mark naturally, that there was a concern about unnecessarily losing talent, and that voters had the choice whom to elect.
 Charter Section 4.1 - Start and End of the Council Office Term: Not discussed.  Charter Section 4.1 - Mayor or Councilmember Holding Compensated Appointive City Office or Employment Within One Year After Elected Term: Not discussed, except as part of the term limit discussion (see above).  Charter Section 4.2 - Council Meeting Frequency: A majority of the Council did not favor a change to existing Charter language.
 Charter Section 4.25 - Closed Session Recordings: A majority of the Council did not favor a change to existing Charter language.
 Charter Section 4.4 - Newspaper Publication of Ordinances: A majority of the Council agreed that a change to existing Charter language could be made, and asked to receive information on middle-ground options for making the public aware of Council ordinances, such as summary publication instead of full-text publication. It was stated that if the requirement were changed, it would need to be a very clear process through which transparency to the public was improved and not worsened. It was stated that some level of newspaper publication should be required. In favor of changing the language it was stated that people have changed how they receive information over time and that people who subscribed to the newspaper might not be members of unrepresented groups.
 Charter Section 4.4 - Reading of Ordinances and Resolutions: A majority of the Council agreed the language should be modified to specify that the written publication of an ordinance/resolution shall be considered a "reading" and would not need to be read aloud.
 Charter Section 5.1 - City Manager Appointments: A majority of the Council agreed the language should be revised to reflect that the Library Board appoints and removes the Library Director.
 Charter Section 6.4 - Leases of City Property to Qualified Non-Profits at less than Fair Market Rent: Consensus was not reached, and the Council requested more information from City staff on the matter before deciding. A question was posed regarding the definition of "qualified." Comments against changing the current Charter language to allow leasing to qualified non-profits at less than fair market rent included stating that the term "non-profit" was somewhat ambiguous and that the situation could create a potential for abuse. Comments in favor of changing the language included stating that such leasing would be acceptable if accepting less than fair market rent for the lease was clearly in the community's interest, and stating that the change would eliminate "red tape" and allow flexibility.
 Charter Section 6.6(b) - NCIP Capital Projects Definition Update: A majority of the Council agreed the definition should be updated.
 Charter Section 6.6(c) - NCIP Percentage of TOT: A majority of the Council did not favor a change to existing Charter language. Some requested that City staff conduct more outreach with the NCIP Committee and neighborhood associations, stating that a Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 5, Packet Page 16 City Council Minutes February 20, 2024
6 lot more conversation was needed and that there would need to be buy-in from these groups before the matter could be considered by the Council. Comment against changing the percentage of allocated TOT funds cited the language used in prior ballot measures. Comments in support of changing the percentage included favoring a percentage of TOT instead of a specific dollar amount cap, and appreciating creative solutions such Jayme Fields’ suggestion. It was stated that a clear process was needed for how Council and City staff would bring issues, projects, and suggestions to the NCIP.

It was stated that undergrounding utilities needed a final and more permanent designation of funds.
 Charter Section 6.6(c) - NCIP Allocation for Maintenance: A majority of the Council agreed that allocating NCIP funding for maintenance would make sense.

Comments included suggesting that maintenance could be added to the definition of capital projects (Charter Section 6.6(b), and that the City should ask the NCIP Committee and neighborhood associations for suggestions on how to solve the deferred maintenance problem.
 Charter Section 6.6(c) - NCIP Inclusion of Ordinary Services as Authorized Expenditure: A majority of the Council did not favor a change to existing Charter language.
 Charter Section 7.1 - Board of Library Trustees Appointments: A majority of the Council agreed the language should be revised to indicate that the Library Director, and not the Board of Library Trustees, appoints and removes library personnel.
 Charter Section 8.1 - Housing/Shelter Uses in Visitor Accommodation Facility (VAF) Zones: A majority of the Council agreed the language should be amended to authorize additional uses/development in certain portions of VAF zones, such as conversion of hotels into housing or homeless shelters. Preference was expressed for language that would specify that any VAF conversion would require Council approval. It was stated that more productive hotels would not be likely to change their use. Comments in favor of amendment stressed the need to create more housing and stated that the change would be acceptable as-is or if done in a way that specified a percentage of neighborhoods. Comment against amendment included stating that owners of failing hotels could sell to more successful operators; that VAF zoning was a safeguard for the community and removing it would be dangerous; and that individuals already had the right to place a VAF use change initiative on any City ballot. *** Adjourn to Closed Session (See additional agenda) *** Public comment on the closed session was not received.

The Council adjourned to closed session at 6:06 p.m. in memory of Parking Services Representative Cesar Lopez.

RECESS / RECONVENE
The Council recessed at 6:57 p.m. and reconvened at 7:03 p.m. *** Evening Session Agenda ***
Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 6, Packet Page 17 City Council Minutes February 20, 2024
7 PLEDGE OF ALLEGIANCE
Councilmember Haffa led the Pledge.

GENERAL PUBLIC COMMENTS CONTINUED
Continued public comment on non-agendized matters was not received.

ANNOUNCEMENTS FROM CLOSED SESSION
Mayor Williamson announced:
cs1. Public Employee Performance Evaluations pursuant to Government Code section 54957(b)(1): City Manager and City Attorney (Not a Project Under CEQA, per Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: No reportable action taken

PUBLIC APPEARANCE (EVE)

15. Provide Feedback to Staff on Areas of Focus for the 2024 City Staff Work Program (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
Action: Provided guidance including designating housing and economic development as shared top priorities of a majority of the Council
Assistant City Manager Rojanasathira gave the staff presentation and answered Councilmembers' questions.

Public comment was received from: Eric Palmer, who indicated many priorities, with a strong emphasis on increasing economic development, revitalization, and housing; and Esther Malkin, who echoed the need for housing and for revitalizing North Fremont district including with PG&E funding for undergrounding utilities. Both praised and encouraged the City's outreach efforts.

On question from Council, Community Development Director Cole spoke about the status of the Van Buren/Madison Street affordable housing project. She explained that because of the plan to receive pass-through funds from the County (housing vouchers) to assist with housing costs, historic preservation clearance was required. She said that although MidPen Housing and City submitted Native American consultation initial evaluations and found the structures not to be historic, the California Office of Historic Preservation (SHPO) had requested full archaeological testing at a level 2 analysis, which she explained was more stringent than what was usually used in Monterey. She stated that Native American tribes had requested to participate more fully in the archaelogical evaluation. She explained that if SHPO determined that the buildings could not be demolished, it would not be possible to use housing vouchers for the project and it would ruin the project financing. She estimated that it would cost $250,000 of predevelopment funds to pay for the archaelogical work. She provided an update regarding the Planning Department's work plan and heavy lifting on the Housing Element. She said that 54 new programs in the Housing Element would require new laws or efforts by the City that would impact their work plan for the next eight years.

On question from Council, Public Works Director Renny provided an update on the "Dig Once" policy regarding utility undergrounding as relates to street reconstruction and pavement work.

She stated that all streets were being reassessed including the schedule and explained that a new software solution would help with planning.

Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 7, Packet Page 18 City Council Minutes February 20, 2024
8 The Council discussed the matter. City staff were praised for efforts and accomplishments in numerous categories. The following were areas of focus identified by the Council:
 Arts: Increasing the presence of visual and performing arts in the community, and collaborating with the Arts Council for Monterey County.  Economic Development: An identified top priority of a majority of the Council.

Focus on the North Fremont area was also made by a majority of the Council, including revisiting and potentially revising the North Fremont Specific Plan (NFSP), looking at the implementing bits and pieces of the NFSP as a jump start on revitalization. Additionally, hiring a dedicated economic development coordinator to interact with all business districts, pay attention to opportunities for potential development and ways for the City to change land use to revitalize business areas, and make connections between people and resources and processes; and determining what assistance staff needs and whether models exist in other cities.
 Fire Department Facilities: An identified top priority of a minority of the Council. Focus items: Fixing damaged infrastructure and taking a longer term look at public safety facility needs.
 Fort Ord Specific Plan: Upgrading South Boundary Road eventually, and collaborating with the City of Del Rey Oaks.
 Highway 68/Tarpey Flats Potential Annexation: Not placing on a ballot prematurely but continuing to monitor the situation and the many unknowns, and receiving continued updates from staff.
 Housing: An identified top priority of a majority of the Council. Focus items:

Receiving quarterly updates on Housing issues; Staff's need for breathing room to complete Housing Element; Seeking legislative support to move forward with housing projects; and requesting a status update on Garden Road corridor projects. Regarding the Van Buren and Madison Street project in particular: Prioritizing discussion with State and Federal legislatures to find ways to remove barriers for housing projects, and being open to mixed income housing if it became the only way to allow the project to go forward. Regarding the potential for housing at the Adams Street site: Supporting revisiting the topic, but mindful of timing and staff capacity concerns.  Monterey Sports Center (MSC): Requesting a Council field trip meeting to the facility.  Rental Inventory: Receiving an update partway through year regarding the status versus expectations, and what policy changes may be desirable for year two; and spending resources to collect anecdotal experiences from stakeholders, particularly renters.
 Resident Engagement: An identified top priority of a minority of the Council. Focus items: Using grant funding (if received) for resident education such as rental rights and home budgeting workshops, and deepening and building relationships with DEI-focused organizations.
 Undergrounding Utilities: An identified top priority of a minority of the Council. Focus items: Putting forth a focused effort; Prioritizing undergrounding in critical evacuation Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 8, Packet Page 19 City Council Minutes February 20, 2024
9 routes; and receiving a breakdown of costs to customers and how customers' costs would be impacted by grants and collaborations.
 Water: An identified top priority of a minority of the Council. Focus items: Asking legislatures for additional funding for additional water projects, and receiving a status update from staff on a potential Lake El Estero water project.  Wildfires, Forest and Fuel Management: Acting on residents' serious concerns around safety and insurability.

At the request of Mayor Williamson, the Councilmembers indicated their top priorities, seen as indicated in the bulleted list above.

City Manager Uslar confirmed to the Council that staff would return to them at a future meeting with the requested updates and information on the various identified areas of focus.

COUNCIL COMMENTS
Councilmember Haffa reminded the public to vote by March 5, 2024 (Election Day).

Councilmember Smith reported that he had attended a Monterey-Salinas Transit (MST) meeting earlier in the week. He asked for a status update to the Council regarding undergrounding and the PG&E Rule 20A. He said he had been happy to attend the League of California Cities conference at the Marriott Hotel in Monterey a few weeks prior, and that City Manager Uslar and Mayor Williamson presented at one of the workshops. He reported that other elected officials had enjoyed their time in Monterey. He reminded Council that the League of California Cities has available advocacy resources to help support cities.

CITY MANAGER REPORTS
None made.

ADJOURNMENT
The Council adjourned at 8:48 p.m.

Respectfully Submitted, Approved,
Clementine Bonner Klein Tyller Williamson
City Clerk Mayor
Council Regular Meeting, 3/19/2024, Item No. 4., Item Page 9, Packet Page 20

MINUTES

CITY COUNCIL SPECIAL MEETING

CITY OF MONTEREY
Wednesday, February 28, 2024
4:00 PM
COUNCIL CHAMBER, 580 PACIFIC ST.

MONTEREY, CALIFORNIA
Councilmembers

Present: Barber, Garcia, Haffa, Smith, Williamson

Absent: None
City Staff

Present:

City Manager, Assistant City Manager, City Attorney, Community Development Director, City Clerk, Housing Manager, HCD Coordinator

CALL TO ORDER
Mayor Williamson called the meeting to order at 4:00 p.m. City Clerk Klein called the roll with the Council present as highlighted above.

PLEDGE OF ALLEGIANCE
Councilmember Smith led the Pledge.

STUDY SESSION

1. Review Monterey Rental Assistance Program Guidelines (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Action: Reviewed guidelines and provided input
Housing Manager Wyatt gave the staff presentation outlining the results of the recent rental assistance survey and the draft program guidelines prepared by City staff. She answered Councilmembers' questions with additional input from Community Development Director Cole.

Public comment was received from: Adam Pinterits, of Monterey County Association of Realtors, who spoke in favor of serving as many well-qualified people as possible with the program and asked that inspections be excluded; Kathryn Avila, who spoke in support of the program and particularly for providing legal and mediation services and housing deposit support and asked Council to consider expanding the salary range for participants; Kathy Anderson, who spoke against the program, stating that the allocated funds would be used up quickly and that other organizations help with rent; Karen O'Neal, who said that the program would need more funds and that inspections should be done by City staff; Esther Malkin, who asked for a clear definition of double-dipping and urged prioritizing families with children and seniors on a fixed income; Jean Rasch, who echoed the need to prioritize families with children and said the program could remain the most sustainable if it only covered temporary emergencies; and Lori Mazzuca, who said it might be difficult to figure out where the need was greatest. Concern was expressed by numerous commenters about the sustainability of providing ongoing assistance with rent increases. During public comment, Councilmember Smith left the Chamber from 5:10 to 5:11 p.m.

On question from Council in response to public comments, Housing Manager Wyatt said that housing vouchers covered whole rent but not other living expenses; City Manager Uslar said Date: 3/19/2024
Item No.: 5.

Council Regular Meeting, 3/19/2024, Item No. 5., Item Page 1, Packet Page 21 City Council Minutes February 28, 2024
2 that the percentage of survey responses was 1-2% which he stated was not insignificant for a survey; and Housing Manager Wyatt said that Council could determine whether the guidelines would require relocation within the City or allow relocation to housing outside the City.

The Council discussed the matter. Positive remarks were made about the proposed program presented by City staff. It was stated that moving forward with the program would be a step in the right direction.

Regarding the proposed education and training, it was agreed that it would be invaluable to recipients. One stance taken was that receiving financial counseling should be a requirement for receiving assistance; in disagreement, it was stated that the need for counseling would depend on the applicant and should not be a requirement.

Regarding prioritization of funds, it was discussed whether to create a standard or policy around how funds should be distributed. Support was expressed for prioritizing family units with children, victims of domestic violence, expecting mothers, people with disabilities or critical medical situations, and seniors on a fixed income. It was stated that having a clear policy around applicant prioritization would protect the City and assist the most needy. City Manager Uslar urged following staff's proposed first-come-first-served policy, stating that it provided a clear criteria that would serve applicants efficiently.

Regarding funding allotments and methods, it was stated that utilities and health and safety issues should come first followed by rental assistance in urgent scenarios. It was suggested that any additional assistance funds should be allowed to cover utilities. One viewpoint was expressed that payments should be required to be made directly to the source (landlord or utility). Another viewpoint was countered that there was a concern about the potential of landlords having less interest in keeping tenants if they knew the tenants were in financial distress.

Regarding covering rent increases with program funds, disapproval was expressed, citing a concern about potentially incentivizing landlords to raise rent, and the need to ensure sustainability of the program and its funds. On the other hand, it was stated that brief assistance with managing a rent increase might help an applicant if it gave them the time needed to come up with a financial plan.

Regarding funding limits per applicant, proposals included: $3,000 per applicant (in order to reach more people with the program); $5,000 per applicant plus $3,000 for additional assistance; and an assistance timeframe of 3 months which could total $7,500 per applicant.

Regarding including inspections in the program, comments were made disapproving of the concept, stating that there were other available mechanisms and resources. In disagreement with this perspective, it was stated that inspections by staff could be valuable in the instance that the inspection would resolve the circumstance causing an applicant to need assistance.

Regarding income range, it was stated that the proposed income levels did not equal real world scenarios in many cases and that there should be flexibility with eligibility. It was proposed to move forward with the program and look again at appropriate income levels for year two.

Regarding whether applicants should be required to stay within the City of Monterey, it was stated that relocation should be allowed anywhere in Monterey County, citing housing stability as the most important factor.

Council Regular Meeting, 3/19/2024, Item No. 5., Item Page 2, Packet Page 22 City Council Minutes February 28, 2024
3 Additional suggestions were made by the Council. It was proposed to include homeowners in the program, citing that the goal was to help people stay in their homes. It was posed that City staff could potentially take on the offering of legal services in-house.

Discussion arose around the idea of increasing the City's contract with the Eden Council for Hope and Opportunity (ECHO) Housing counseling agency instead of adding additional staff.

On question from Council, Housing Manager Wyatt said that ECHO Housing provided legal services and were responsive and helpful with housing challenges.

It was stated that City staff should consider and accommodate literacy and education levels from the beginning of the application process, provide in-person support if needed, and consider how to work with people who don't use banks or have required documentation. It was stressed that it would be important to have structure and a well-defined process but that flexibility and case-by-case assessments would also be needed.

City Manager Uslar summed up the Council's discussion, stating that it could be broken down into two categories: the proposed rental assistance program, which he said would be up and running shortly and would give the City experience and information that could be used and tweaked going forward; and additional social programming that he said went further than what staff had currently envisioned, which he said was valuable input and that such programming would require more research and discussion and likely more of a regional effort.

ADJOURNMENT
The Council adjourned at 5:55 p.m.

Respectfully Submitted, Approved,
Clementine Bonner Klein Tyller Williamson
City Clerk Mayor
Council Regular Meeting, 3/19/2024, Item No. 5., Item Page 3, Packet Page 23

MINUTES

CITY COUNCIL REGULAR MEETING

CITY OF MONTEREY
Tuesday, March 5, 2024
4:00 PM
COUNCIL CHAMBER, 580 PACIFIC ST.

MONTEREY, CALIFORNIA
Councilmembers

Present: Barber, Garcia, Haffa, Smith, Williamson

Absent: None
City Staff

Present:

City Manager, Assistant City Manager, City Attorney, Community Development Director, Police Chief, Parks and Recreation Director, Finance Director, Public Works Director, City Clerk, Planning Manager, Deputy Public Works Director/City Engineer, Harbormaster, Fleet Manager, Parks Operations Manager, Chief Information Officer ***Afternoon Session Agenda ***

CALL TO ORDER
Mayor Williamson called the meeting to order at 4:00 p.m. City Clerk Klein called the roll with the Council present as indicated above.

PLEDGE OF ALLEGIANCE
Councilmember Barber led the Pledge.

PRESENTATIONS

1. Recognize March 2024 as Women’s History Month (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061) Action: Recognized March 2024 as Women's History Month
Mayor Williamson read the proclamation. Public comment was not received.

2. Receive a Presentation from Monterey-Salinas Transit District (MST) on the MST TransitOriented Development Planning Study (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)
Action: Received presentation
Michelle Overmeyer, of Monterey-Salinas Transit (MST), and Mike Iswalt, of Kimley-Horn and Associates, gave the presentation and answered Councilmembers' questions.

Public comment was received from: Lorna Moffat and Jean Rasch, who suggested improving existing services and using the railway to add light rail service instead of adding the proposed SURF! Busway; and Maiaika Velazquez, of the Monterey Peninsula Unified School District Board of Directors, who spoke about the transportation needs of elders in the community.

The Council discussed the matter. It was stated that it was important for residents to advocate and organize with likeminded people in the community. It was suggested that members of the public reach out directly to MST staff with concerns about services and route needs. It was Date: 3/19/2024
Item No.: 6.

Council Regular Meeting, 3/19/2024, Item No. 6., Item Page 1, Packet Page 24 City Council Minutes March 5, 2024
2 suggested that the Council receive an update from the Light Rail Committee or Transportation Agency for Monterey County (TAMC) regarding the topic of light rail.

3. Receive a Presentation from the Monterey Bay Fisheries Trust on its Five-Year Strategic Plan (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)
Action: Received presentation
Melissa Mahoney, of Monterey Bay Fisheries Trust, gave the presentation and answered Councilmembers' questions with input from City Manager Uslar.

Public comment was received from Lorna Moffat, who urged people not to eat fish and suggested a subsidy to pay fishermen not to fish.

The Council discussed the matter. It was stated that the Monterey Bay National Marine Sanctuary Advisory Council was stacked against fishermen. It was stated that the best advocacy work would be to highlight to elected officials at the State and Federal level the relationship between fishing and the employment needs and heritage of our community. It was stated that staff had been busy with the Housing Element and other important City programs but that when the timing was appropriate, it would make sense for the Council to take up the matter and consider some of Ms. Mahoney’s suggestions such as fixing the Monterey Marina boat hoist, reviewing parking fees, and reassessing the leasing space plan.

GENERAL PUBLIC COMMENTS
Public comment on non-agendized matters was received from Steve Lightfoot and Lorna Moffat.

CONSENT AGENDA
Public comment on the Consent Items was not received.

On a motion by Councilmember Smith, seconded by Councilmember Haffa, and carried by the following vote, the City Council approved the CONSENT AGENDA, with Councilmember Smith registering a "no" vote on Item 7 due to its funding of the rental inventory:

AYES: 5 COUNCILMEMBERS: Barber, Garcia, Haffa, Smith, Williamson NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 0 COUNCILMEMBERS: (None)
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)
Ordinances

4. First Reading by Title Only of an Ordinance to Recodify and Amend the City Code to Name the Old Monterey Business Association as the Official Advisory Board to the City for the Monterey Downtown Promotion District (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
Action: Waived full reading, Passed to print
Council Regular Meeting, 3/19/2024, Item No. 6., Item Page 2, Packet Page 25 City Council Minutes March 5, 2024
3 Resolutions

5. Authorize Agreement with Monterey Bay Office Products Inc. in the Amount of $417,554 for Purchase of Multi-function Printer Copiers, Supplies, Services, and Maintenance (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Adopted Resolution No. 24-027 C.S.

6. Authorize an Appropriation from the General Fund’s Unassigned Fund Balance in the Amount of $184,407.45 to the Miscellaneous Building Repairs Project and Award a Professional Services Agreement in the Amount of $184,407.45 to Bureau Veritas Technical Assessments LLC for Facilities Condition Assessments (Exempt from CEQA, Article 19, Section 15306, Class 6) ***CIP***
Action: Adopted Resolution No. 24-028 C.S.

7. Amend Resolution 23-067 Authorizing Changes to the Fiscal Year 2023-24 Budget to Increase Revenues and Expenditures in the General Fund and Other Funds, Designate Funds into the Economic Uncertainty Reserve, and Update the Position Control List (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Adopted Resolution No. 24-029 C.S. (4-1, Councilmember Smith voting no)

8. Award Five Professional Services Agreements for On-Call Civil Engineering Services Each with a Not-To-Exceed Limit of $500,000.00, for Projects with the City of Monterey to: (1) KimleyHorn and Associates, Inc.; (2) BKF Engineers; (3) Whitson & Associates, Inc.; (4) Harris & Associates, Inc.; and (5) Mark Thomas & Company, Inc. ***CIP/NCIP*** (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) -- Continued from February 6, 2024, Recommended to be Continued to March 19, 2024 Action: Continued to March 19, 2024
*** End of Consent Agenda ***

COUNCIL COMMENTS
Councilmember Smith reported on recent activities: speaking at an Association of Harbormasters conference at Asilomar; participating as a panelist on a discussion with the Women's Council of Realtors; attending the TAMC board meeting, where a presentation was given on the agency's annual work plan, which he praised; and attending a meeting of the TAMC Rail Policy Committee, from which he announced that Santa Clara Regional Rail was actively pursuing federal funding and ultimately looking at joint efforts.

Councilmember Haffa reported that he had attended a ribbon cutting for a new business called Tipsy Putt, and said he hoped they would be successful. He recommended the Paper Wing Theatre and Supper Club as an enjoyable theater experience.

Mayor Williamson reported from Monterey One Water (M1W) that the proposal for placing service fees onto Monterey County tax rolls had been approved. He clarified that the action would not increase rates but just shift the payment mechanism to homeowners' property taxes, which he said would allow M1W to expand their customer assistance program for ratepayers with need. He reported that the expansion of Pure Water Monterey was estimated to be complete by July 2025, and that additional injection wells were estimated to be completed by August 2025. He said that the Monterey Peninsula Water Management District was planning to begin discussions on allocation of the new water that would be provided by those two efforts.

He reminded all that it was Election Day and gave his best wishes to Councilmember Haffa for his bid to be elected Monterey County Supervisor for District 5.

Council Regular Meeting, 3/19/2024, Item No. 6., Item Page 3, Packet Page 26 City Council Minutes March 5, 2024
4 CITY MANAGER REPORTS
City Manager Uslar urged all to vote, and announced the upcoming Cutting and Horticultural Day on March 16, 2024.
*** Adjourn to Closed Session (See additional agenda) *** Public comment on the Closed Session was not received.

The Council adjourned to closed session at 5:34 p.m.

ADJOURNMENT
The Council adjourned at 7:02 p.m.

ANNOUNCEMENTS FROM CLOSED SESSION
cs1. Conference with Legal Counsel, Existing Litigation Pursuant to Government Code section 54956.9(d)(1):

1. Pacific Western Bank v. City and Stronghold Engineering, Inc. (San Bernardino Superior Court Case No. CIVSB2212212; Fourth District Court of Appeal Case No. E082907)

2. Stronghold Engineering, Inc. v. City of Monterey (Santa Clara County Superior Court Case No. 18CV329015; Sixth District Court of Appeal Case No. H050157; Supreme Court of California Case No. S283051 - remittitur issued)

3. Stronghold Engineering, Inc. v. City of Monterey (Riverside County Superior Court Case No.CVR12103427; Fourth District Court of Appeal, Division 2, Case No. E080304; Fourth District Court of Appeal, Division 1, Case No. D082763) Action: No reportable action taken
cs 2. Conference with Agency Labor Negotiators Pursuant to Government Code Section 54957.6 for Labor Negotiations; Agency Negotiators: Brette Neal, Gina Russo; Employee Organizations: General Employees of Monterey (GEM), Management Employees' Association (MEA), Monterey Police Association (MPA), Police Lieutenants' Management Association (PLMA), Monterey Fire Fighters' Association (MFFA), Monterey Fire Chief Officers' Association (MFCOA), Monterey Executive Management Employees' Association (MEMEA) Action: Confidential direction given to labor negotiators on a vote of 4-0-1 with Councilmember Barber absent
cs3. Conference with Legal Counsel Pursuant to Government Code section 54956.9(d)(2),(e)(3), Anticipated Litigation, Significant Exposure to Litigation, Marcia Pompan Claim dated February 9, 2023
Action: Confidential direction given to labor negotiators on a vote of 4-0-1 with Councilmember Barber absent
Respectfully Submitted, Approved,
Clementine Bonner Klein Tyller Williamson
City Clerk Mayor
Council Regular Meeting, 3/19/2024, Item No. 6., Item Page 4, Packet Page 27 Council
Agenda Report
№09/24
FROM: Andrea Renny, Public Works Director
Prepared By: Scott Bowen, Engineering Project Manager
SUBJECT: Award a Construction Contract in the Amount of $638,700.19 to Arizona Continental Flooring Company for the Replace Flooring Project at the Presidio of Monterey (Categorically Excluded from NEPA 32 CFR, Part 651, Section II(g)(1), CEQA Not a Project) ***IGSA***
RECOMMENDATION:

That the City Council adopt the attached resolution:

1. Awarding a Construction Contract in the Amount of $638,700.19 to Arizona Continental Flooring Company for the POM B629A Replace Flooring Project (POM 22-035) (“Project”);

2. Authorizing the City Manager, or their designee, to execute the contract upon the receipt of information required by the contract; and,

3. Authorizing staff to expend up to an additional 10% for unforeseen construction contingencies for timely completion of the Project.

VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

Serve as stewards of the City’s financial resources through sound economic vitality efforts, streamlining operations, reasonable revenue enhancements, visionary long-term planning, fiscal transparency, and community partnerships.

POLICY IMPLICATIONS:

This Project is consistent with the City Council’s Value Drivers and Strategic Priorities of Quality of Life – “Respond effectively to neighborhood concerns” and Fiscal Stewardship – “Support our military installations (U.S. Army Garrison Presidio of Monterey, Naval Support Activity Monterey, and U.S. Coast Guard Station Monterey) as significant economic drivers in the region.

This action is consistent with the City’s policy to provide services to the U.S. Department of the Army through the Intergovernmental Support Agreement (IGSA) between the City of Monterey and the Federal Government.

This action is also consistent with the City’s policy to approve Public Works contracts exceeding $150,000.

Date: 3/19/2024
Item No.: 7.

Council Regular Meeting, 3/19/2024, Item No. 7., Item Page 1, Packet Page 28 CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

Monterey City Code section 28-14(a) allows for an exemption from formal bidding requirements in cases where the contract or purchase is capable of being performed through contracts negotiated by a cooperative purchasing agency that utilized acceptable bidding procedures (“piggyback” agreements). The award of this Construction Contract utilizes an accepted “piggyback” option from the Region XIV Education Service Center (#02-145) through Omnia Partners (previously US Communities & National IPA), approved by the Finance Director, or their designee, on February 5, 2024.

Estimated Construction Cost:

Total Bid $638,700
Construction Contingency (10%) $ 63,870
Total Construction Cost (This Authorization) $702,570
Construction Management (City Staff & Indirect Cost) $ 40,000 Total Estimated Cost to Complete the Project $742,570
Funding Available:

This Project has an available funding balance of $800,950 as of January 2024. Therefore, funding is available in the project account for the construction of the Total Bid. Execution of this project is fully funded by the Department of the US Army through the IGSA.

ENVIRONMENTAL DETERMINATION:

The City confirmed that Arizona Continental Flooring Company will not use Off Road Diesel Fueled Fleets or vehicles on the project and therefore did not obtain Certificates of Reported Compliance from the contractor as would otherwise be required by the California Air Resources Board.

The U.S. Army has determined that the proposed action qualifies for a Categorical Exclusion (CX) under the National Environmental Policy Act (NEPA) and the U.S. Army implementing regulations 32 CFR 651, Appendix B, II(g)(1) Routine repair and maintenance of buildings, airfields, grounds, equipment, and other facilities. Examples include, but are not limited to:

Removal and disposal of asbestos-containing material (for example, roof material and floor tile) or lead-based paint in accordance with applicable regulations; removal of dead, diseased, or damaged trees; and repair of roofs, doors, windows, or fixtures (REC required for removal and disposal of asbestos-containing material and lead-based paint or work on historic structures).

CEQA applies to discretionary projects. (Pub. Resources Code, § 21080, subd. (a).) CEQA does not apply to ministerial projects. (Pub. Resources Code, § 21080, subd. (b)(1).) There is a recognized policy consideration underlying the distinction between ministerial and discretionary projects. The purpose of CEQA is to minimize the adverse effects of new construction on the environment. To trigger CEQA compliance, the discretion must be of a certain kind; it must provide the agency with the ability and authority to mitigate environmental damage to some degree. Unless a Council Regular Meeting, 3/19/2024, Item No. 7., Item Page 2, Packet Page 29 public agency can shape the project in a way that would respond to concerns raised in an EIR, or its functional equivalent, environmental review would be a meaningless exercise.

Here, the City does not have the power to deny or condition the permit, or otherwise modify the project in ways which would mitigate environmental problems an environmental impact report might conceivably have identified. The City does not have the authority to dictate changes to the Army’s project’s design or location in response to any impacts that an environmental review might reveal, the City’s authority under CEQA is essentially ministerial and therefore no further environmental review is required by the City.

ALTERNATIVES CONSIDERED:

Council could choose to not award the piggyback contract and direct staff to advertise the project for bids. This is not recommended, as the proposed piggyback contract allows for more efficient completion of the project.

DISCUSSION:

Overview
Under an Intergovernmental Support Agreement (IGSA), the City of Monterey provides services to the Department of the U.S. Army, which are fully reimbursed by the federal government. The City coordinates a variety of projects on the Presidio of Monterey (POM), Ord Military Community (OMC), and U.S. Army Signal Activity (USASA) at Camp Roberts.

Project
Building 629A is used to house service members who live on base and attend the Defense Language Institute. The existing carpet flooring in Building 629A is beyond its lifespan, and the current condition of the flooring creates multiple maintenance issues. Several service requests have been submitted to address issues individually; however, repairs continue to be required, as indicated during monthly Environmental Health Inspections. Replacement of the flooring is necessary to maintain a safe environment for the service members, as well as reduce the amount of necessary maintenance repairs.

The scope of work includes the removal and replacement of approximately 26,000 square feet of flooring material in the building. The existing carpet floor covering, transition strips, and cove base will be removed, and Vinyl Composition Tile (VCT) flooring, along with new cove base, will be installed.

Therefore, staff recommends that the City Council adopt the attached resolution:

1. Awarding a Construction Contract in the Amount of $638,700.19 to Arizona Continental Flooring Company for the POM B629A Replace Flooring Project (POM 22-035) (“Project”);

2. Authorizing the City Manager, or their designee, to execute the contract upon the receipt of information required by the contract; and,

3. Authorizing staff to expend up to an additional 10% for unforeseen construction contingencies for timely completion of the Project.

Council Regular Meeting, 3/19/2024, Item No. 7., Item Page 3, Packet Page 30 Attachments: 1. Resolution
e: Arizona Continental Flooring Company
Christopher Coleman, President
Billy Garcia, IGSA Manager
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 7., Item Page 4, Packet Page 31 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№12/12
AWARDING A CONSTRUCTION CONTRACT IN THE AMOUNT OF $638,700 TO ARIZONA

CONTINENTAL FLOORING COMPANY FOR THE REPLACE FLOORING PROJECT AT THE PRESIDIO OF MONTEREY ***IGSA***
WHEREAS, Monterey City Code section 28-14(a) allows for an exemption from formal bidding requirements in cases where the contract or purchase is capable of being performed through contracts negotiated by a cooperative purchasing agency that utilized acceptable bidding procedures (“piggyback” agreements);
WHEREAS, the award of this Construction Contract utilizes an accepted “piggyback” option from the Region XIV Education Service Center (#02-145) through Omnia Partners (previously US Communities & National IPA), approved by the Finance Director, or their designee, on February 5, 2024, based upon a finding that the cooperative purchase is (1) in the best interests of the City; (2) it is to the City’s economic advantage; and (3) it was competitively awarded using a process that complies with the policies, rules, and regulations as approved by the Purchasing Agent or designee;
WHEREAS, sufficient funding is available to complete the Total Bid of the POM B629A Replace Flooring project in project account POM 22-035; and, WHEREAS, The U.S. Army has determined that the proposed action qualifies for a Categorical Exclusion (CX) under the National Environmental Policy Act (NEPA) and the U.S.

Army implementing regulations 32 CFR 651, Appendix B, II(g)(1) Routine repair and maintenance of buildings, airfields, grounds, equipment, and other facilities. Examples include, but are not limited to: Removal and disposal of asbestos-containing material (for example, roof material and floor tile) or lead-based paint in accordance with applicable regulations; removal of dead, diseased, or damaged trees; and repair of roofs, doors, windows, or fixtures (REC required for removal and disposal of asbestos-containing material and lead-based paint or work on historic structures).

WHEREAS, the City confirmed that Arizona Continental Flooring Company will not use Off Road Diesel Fueled Fleets or vehicles on the project and therefore did not obtain Certificates of Reported Compliance from the contractor as would otherwise be required by the California Air Resources Board; and
WHEREAS, CEQA applies to discretionary projects. (Pub. Resources Code, § 21080, subd. (a).) CEQA does not apply to ministerial projects. (Pub. Resources Code, § 21080, subd. (b)(1).) There is a recognized policy consideration underlying the distinction between ministerial and discretionary projects. The purpose of CEQA is to minimize the adverse effects of new construction on the environment. To trigger CEQA compliance, the discretion must be of a certain kind; it must provide the agency with the ability and authority to mitigate environmental damage to some degree.

Unless a public agency can shape the project in a way that would respond to concerns raised in an EIR, or its functional equivalent, environmental review would be a meaningless exercise.

Council Regular Meeting, 3/19/2024, Item No. 7., Item Page 5, Packet Page 32 2 Here, the City does not have the power to deny or condition the permit, or otherwise modify the project in ways which would mitigate environmental problems an environmental impact report might conceivably have identified. The City does not have the authority to dictate changes to the Army’s project’s design or location in response to any impacts that an environmental review might reveal, the City’s authority under CEQA is essentially ministerial and therefore no further environmental review is required by the City.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

1. Awards a Construction Contract in the Amount of $638,700.19 to Arizona Continental Flooring Company for the POM B629A Replace Flooring Project (POM 22-035);

2. Authorizes the City Manager, or their designee, to execute the contract upon the receipt of information required by the contract; and,

3. Authorizes staff to expend up to an additional 10% for unforeseen construction contingencies for timely completion of the Project.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 7., Item Page 6, Packet Page 33 Council
Agenda Report
№09/24
FROM: Andrea Renny, Public Works Director
Prepared By: Marissa Garcia, Engineering Assistant II
SUBJECT: Award a Construction Contract in the Amount of $273,368.00 to St Francis Electric, LLC for the Traffic Signal Reflective Backplates Systemic Improvements Project (Exempt from CEQA, Article 19, Section 15301, Class 1) ***CIP*** RECOMMENDATION:

That the City Council adopt the attached resolution:

1. Approving the plans and specifications for the Traffic Signal Reflective Backplates Systemic Improvements Project (CIP2101) (“Project”) which are available in the office of the City Engineer (Room 7), and granting the Public Works Director, or their designee, the authority to approve all amendments and addenda thereto as necessitated by conditions in the field;

2. Accepting all responsive, responsible bids;

3. Awarding a construction contract for the total base bid to the lowest responsive, responsible bidder, St Francis Electric, LLC, in the amount of $273,368.00;

4. Authorizing the City Manager, or their designee, to execute the contract upon the receipt of the information required by the Project plans and specifications; and,

5. Authorizing staff to expend up to an additional 10% for unforeseen construction contingencies for timely completion of the Project.

VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

Serve as stewards of the City’s financial resources through sound economic vitality efforts, streamlining operations, reasonable revenue enhancements, visionary long-term planning, fiscal transparency, and community partnerships.

POLICY IMPLICATIONS:

In addition to this action’s alignment with the City Council’s Value Drivers, this action is also in accordance with the City Council’s policy to award Public Works project contracts exceeding $150,000.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

Four (4) bids were received and opened by the Finance Director’s designee on February 13, 2024 as follows:

Date: 3/19/2024
Item No.: 8.

Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 1, Packet Page 34 Bidder Total Bid
St Francis Electric, LLC $273,368.00
Bear Electrical Solutions, Inc. $278,420.00
Tennyson Electric LLC $424,985.00
Econolite Systems, Inc. $520.152.35
Basis of award for this project is based on the Total Base Bid.

Total Project Construction Estimate:

Construction Contract (Total Base Bid) $273,368.00
Construction Contingency, 10% $27,358.80
Total Project Construction Estimate (This Authorization) $300,358.80 Construction Management (City Staff & Indirect Cost) $30,000.00 Total Estimated Cost to Complete the Project $330,358.80 Funding Sources:

Regional Surface Transportation Program (CIP2101) $569,873.25 As of February 20, 2024, sufficient funding is available to complete the project. The Project is funded by Regional Surface Transportation Program grant funds (RSTP).

ENVIRONMENTAL DETERMINATION:

The City of Monterey Planning Office determined the project is exempt from the California Environmental Quality Act (CEQA) Guidelines (Article 19, Section 15301, Class 1) because the project involves the maintenance of traffic signals; the replacement of equipment at signalized intersections. Specifical the project would replace traffic signal heads and reflective backplates.

No new poles or signals would be installed. Furthermore, the project does not qualify of any of the categorical exemptions found at CEQA Guidelines Section 15300.2 Exception a - Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located -a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply in all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies. Exception a – Location – does not apply to projects which are exempt under Class 1.

Exception b - Cumulative Impact. All exemptions for these classes are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time is significant. There would be no cumulative impact because the project does not involve the creation of additional automobile lanes.

Exception c - Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances. No unusual circumstances are anticipated due to improvements’ limited scope and distinct locations.

Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 2, Packet Page 35 Exception d - Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. This does not apply to improvements which are required as mitigation by an adopted negative declaration or certified Environmental Impact Report (EIR). The project would not be visible from a scenic highway.

Exception e - Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code. No impact to sites included on any list compiled pursuant to Section 65962.5 of the Government code would occur.

Exception f - Historical Resources. A categorical exemption shall not be used for a project which may cause a substantial adverse change in the significance of a historical resource. The project would not include soil disturbance. There would be no new poles or signals installed. Therefore, the project would not have an impact on archeological resources.

ALTERNATIVES CONSIDERED:

Council could choose not to award the construction project for this Project; however the proposed project implements maintenance activities with additional safety benefits that support the maintenance of existing infrastructure.

DISCUSSION:

This project consists of the installation of reflective backplates on traffic signal heads, including the replacement of some older traffic signal heads. Reflective backplates are added to a traffic signal head to improve visibility of the illuminated face. Signal heads with a backplate can be made more conspicuous by framing the backplate with a retroreflective border. Backplates with retroreflective borders make signals more visible in both daytime and nighttime conditions, increasing the operational safety of a signalized intersection, including a 15 to 24% reduction in total crashes after the installation of the reflective backplates. Additionally, during a loss in power, this treatment can increase the road user’s awareness of the dark signalized intersection. This project aligns well with the City’s Vision Zero efforts.

The project plans and specifications were developed by City staff and extensively advertised for construction bids and are available for public review in the Office of the City Engineer (580 Pacific St., Room 7).

On February 13, 2024, the city received four (4) bids. The lowest responsive, responsible bid was submitted by St Francis Electric, LLC in the amount of $273,368.00, which was below the Engineer’s Estimate of $435,500. Sufficient funding is available for this project, and Staff recommends award of the Total Base Bid in the amount of $273,368.00. Staff has checked the firm’s references and is confident in the ability of the contractor to perform the work successfully.

Therefore, Staff recommends that the City Council adopt the attached resolution awarding a construction contract.

Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 3, Packet Page 36 MG/ss
Attachments: 1. Resolution

2. Bid Tabulation
e: St Francis Electric, LLC
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 4, Packet Page 37 RESOLUTION NO. __- ___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№09/22
AWARD A CONSTRUCTION CONTRACT IN THE AMOUNT OF $273,368.00 TO ST

FRANCIS ELECTRIC, LLC FOR THE TRAFFIC SIGNAL REFLECTIVE BACKPLATES SYSTEMIC IMPROVEMENTS PROJECT ***CIP***
WHEREAS, on the 13th day of February 2024, at 2:00 p.m., the City of Monterey Finance Director’s designee received four (4) electronic bids through the City’s e-Procurement Portal, OpenGov Procurement, for the Traffic Signal Reflective Backplates Systemic Improvements Project (CIP2101) (“Project”);
WHEREAS, the St Francis Electric, LLC, Bear Electrical Solutions, Tennyson Electric LLC and Econolite Systems, Inc. submitted responsive, responsible bids for the Project; WHEREAS, the basis of award for the project was the total base bid; WHEREAS, St Francis Electric, LLC submitted the lowest responsive, responsible bid in the amount of $273,368;
WHEREAS, sufficient funding is available for this authorization in the Regional Surface Transportation Program Competitive Grant – Traffic System, Pedestrian and Bike upgrades Project (CIP2101); and,
WHEREAS, the City of Monterey Planning Office determined the project is exempt from the California Environmental Quality Act (CEQA) Guidelines (Article 19, Section 15301, Class 1) because the project involves the maintenance of traffic signals; the replacement of equipment at signalized intersections. Specifical the project would replace traffic signal heads and reflective backplates. No new poles or signals would be installed. Furthermore, the project does not qualify of any of the categorical exemptions found at CEQA Guidelines Section 15300.2 Exception a - Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located -a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply in all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies. Exception a – Location – does not apply to projects which are exempt under Class 1.

Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 5, Packet Page 38 2 Exception b - Cumulative Impact. All exemptions for these classes are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time is significant. There would be no cumulative impact because the project does not involve the creation of additional automobile lanes.

Exception c - Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances. No unusual circumstances are anticipated due to improvements’ limited scope and distinct locations.

Exception d - Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. This does not apply to improvements which are required as mitigation by an adopted negative declaration or certified Environmental Impact Report (EIR). The project would not be visible from a scenic highway.

Exception e - Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code. No impact to sites included on any list compiled pursuant to Section 65962.5 of the Government code would occur.

Exception f - Historical Resources. A categorical exemption shall not be used for a project which may cause a substantial adverse change in the significance of a historical resource. The project would not include soil disturbance. There would be no new poles or signals installed. Therefore, the project would not have an impact on archeological resources.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY it hereby:

1. Approves the plans and specifications for Traffic Signal Reflective Backplates Systemic Improvements Project (CIP2101) which are available in the office of the City Engineer (Room 7), and granting the Public Works Director, or their designee, the authority to approve all amendments and addenda thereto as necessitated by conditions in the field;

2. Accepts all responsive, responsible bids;
Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 6, Packet Page 39 3 3. Awards a construction contract for the total base bid to the lowest responsive, responsible bidder, to St Francis electric, LLC, in the amount of $273,368.00;

4. Authorizes the City Manager, or their designee, to execute the contract upon the receipt of the information required by the Project plans and specifications; and,

5. Authorizes staff to expend up to an additional 10% for unforeseen construction contingencies for timely completion of the Project.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 7, Packet Page 40 City of Monterey
Finance Department
Rafaela King, Finance Director
580 Pacific Street, Monterey, CA 93940

EVALUATION TABULATION
General Solicitation - TRAFFIC SIGNAL REFLECTIVE BACKPLATES SYSTEMIC IMPROVEMENTS PROJECT (CIP2101)

Page 1 ends

EVALUATION TABULATION
GEN No. TBD

TRAFFIC SIGNAL REFLECTIVE BACKPLATES SYSTEMIC IMPROVEMENTS PROJECT (CIP2101)
RESPONSE DEADLINE: February 13, 2024 at 2:00 pm
Tuesday, February 13, 2024

SELECTED VENDOR TOTALS
Vendor Total
St. Francis Electric, LLC $273,368.00
Bear Electrical Solutions,
Inc.
$278,420.00
Tennyson Electric LLC $424,985.00
Econolite Systems, Inc. $520,152.35
TABLE 1
Vendor Total
St. Francis Electric, LLC $273,368.00
Bear Electrical Solutions,
Inc.
$278,420.00
Tennyson Electric LLC $424,985.00
Econolite Systems, Inc. $520,152.35
ATTACHMENT 2
Council Regular Meeting, 3/19/2024, Item No. 8., Item Page 8, Packet Page 41 Council
Agenda Report
№09/24
FROM: Andrea Renny, Public Works Director
Prepared By: Marissa Garcia, Engineering Assistant II
SUBJECT: First Reading of an Ordinance to Repeal and Replace Monterey City Code Section 20-40 Pertaining to Decreased Speed Limits on Certain Street Segments (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council pass to print an ordinance repealing and replacing Section 20-40 to replace the introductory paragraph, change the formatting of the speed limit table, and decrease the posted speed limits on the following street segments to allow speed enforcement by radar:

1. Aguajito Road between Mark Thomas Drive and Monhollan Road from 40 to 35 mph

2. Del Monte Avenue between East City Limit and Sloat Avenue from 40 to 35 mph

3. Del Monte Avenue between Sloat Avenue and Camino El Estero from 35 to 30 mph

4. English Avenue between Del Monte Avenue and Highway 1 NB Ramps from 30 to 25 mph

5. Fairground Road between Garden Road and Airport Road from 35 to 30 mph

6. Viejo Road between Soledad Drive and City Limits from 40 to 35 mph VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

Expand opportunities for people of all ages and abilities to bike and walk safely through active transportation, accessibility, and safety initiatives.

POLICY IMPLICATIONS:

This action is consistent with the State of California Vehicle Code (CVC) sections 627, 21400, 22358, 22358.5, 22358.6, 22358.8, 40801, 40802 for declaring the prima facie speed limit of a local street and enforcing that speed limit using radar and the 2014 California Manual on Uniform Traffic Control Devices (CAMUTCD), Chapter 2B-13 “Speed Limits.” CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

The sign replacement cost of $250 per sign panel at 18 locations for an estimated total of $4,500 will be funded through the Street Maintenance budget for sign replacement.

Date: 3/19/2024
Item No.: 9.

Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 1, Packet Page 42 ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project.

ALTERNATIVES CONSIDERED:

The City Council could choose to retain the existing posted speed limits on one or more of the proposed street segments; however, the former posted limit would be higher than recommended by the engineering and traffic survey. Without an engineering and traffic survey, radar evidence would not be admissible in court and the Police Department would be prohibited from using radar measurements to enforce the existing speed limit on that segment. Officers could enforce by pacing instead of radar, which would add a substantial burden to police resources.

DISCUSSION:

Speed limits on local streets are set based on engineering and traffic surveys that are required to be conducted every five years, with the possibility of extensions not to exceed fourteen years.

Without current engineering and traffic surveys, radar evidence would not be admissible in court. The engineering and traffic surveys include speed measurements, crash rates, and roadway conditions not readily apparent to the driver as specified in the CAMUTCD.

Engineering and traffic surveys have recently been conducted for each street segment in Monterey. The results of the surveys show that the following street segments are recommended to be decreased by 5 mph pursuant to Vehicle Code section 22358.8:

1. Aguajito Road between Mark Thomas Drive and Monhollan Road from 40 to 35 mph

2. Del Monte Avenue between East City Limit and Sloat Avenue from 40 to 35 mph

3. Del Monte Avenue between Sloat Avenue and Camino El Estero from 35 to 30 mph

4. English Avenue between Del Monte Avenue and Highway 1 NB Ramps from 30 to 25 mph

5. Fairground Road between Garden Road and Airport Road from 35 to 30 mph

6. Viejo Road between Soledad Drive and City Limits from 40 to 35 mph In 2021 Assembly Bill 43 “Traffic Safety” and in 2022, Assembly Bill 1938, “Traffic Safety: Speed Limits” were adopted which substantially changed the methodology of setting speed limits. (Vehicle Code sections 22358.6, 22358.7, 22358.8 and 22358.9.) The change in laws gave cities greater authority and flexibility to establish speed limits including lowering the speed limit on roads, including state highways, in business and residential areas, and other safety corridors when certain conditions are met. The effective date and enforceability of some of these laws occurred in 2022 and 2023, while others cannot be implemented until June 30, 2024. The City Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 2, Packet Page 43 relies on the California Manual on Uniform Traffic Control Devices (CAMUTCD) and California Department of Transportation (Caltrans) California Manual for Setting Speed Limits for technical standards in establishing the speed limits. The CAMUTCD was revised in March 2023 and revised again in December 2023 with technical guidance and standards on the establishment of speed limits. The City is using these recent revisions to support the maintaining of several existing speed limits and the lowering of six identified segments. This is consistent with the City’s adopted Vision Zero plan, which is a policy of eliminating traffic deaths and serious injuries.

The introductory paragraph was revised for consistency with the California Vehicle Code and the Speed Limit table was updated by grouping speed limits instead of presenting street segments alphabetically. There are no other changes to established posted speed limits.

Each engineering and traffic survey is available at the Engineering office in Room 7 of City Hall for review.

Therefore, Staff recommends that the City Council repeal and replace City Code section 20-40 by changing the title, replacing the introductory paragraph, changing the formatting of the speed limit table, and decreasing the posted speed limits on the following street segments to allow speed enforcement by radar:

1. Aguajito Road from Mark Thomas Drive to Monhollan Road from 40 to 35 mph

2. Del Monte Avenue from Sloat Avenue to East City Limit from 40 to 35 mph

3. Del Monte Avenue from Camino El Estero to Sloat Avenue from 35 to 30 mph

4. English Avenue from Del Monte Avenue to Highway 1 NB Ramps from 30 to 25 mph

5. Fairground Road from Garden Road and Airport Road from 35 to 30 mph

6. Viejo Road from Soledad Drive southerly to City Limit from 40 to 35 mph The City is authorized to issue warning citations for violations of exceeding the speed limit by 10 miles per hour or less for the first 30 days that the lower speed limits, above, are in effect.

AR/mg
Attachments: 1. Ordinance
e: Monterey Police Department
All Neighborhood and Business Associations
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 3, Packet Page 44 ORDINANCE NO. ____ C.S.

AN ORDINANCE OF THE COUNCIL OF THE CITY OF MONTEREY
№08/22
REPEALING AND REPLACING MONTEREY CITY CODE SECTION 20-40 PERTAINING TO

DECREASED SPEED LIMITS ON CERTAIN STREET SEGMENTS
THE COUNCIL OF THE CITY OF MONTEREY DOES ORDAIN, as follows:

SECTION 1:

WHEREAS, speed limits on city streets are set based on engineering and traffic surveys that are required to be conducted every five years, with the ability to extend up to fourteen years in certain circumstances. Without a current engineering and traffic survey, radar evidence for speed enforcement would not be admissible in court;
WHEREAS, the Federal Highway Administration and the State of California established the method of calculating speed limits to clarify the process and to set speed limits that are uniform, rational and enforceable with full support of the judicial system; WHEREAS, the Public Works Engineering Division worked with the engineering consulting firm Kimley-Horn and Associates to conduct engineering and traffic surveys for various street segments in the City of Monterey, which adhere to the provisions in California Vehicle Code (CVC) Sections 627, 21400, 22352, 22357, 22358, 22358.5, 22358.6, and 22358.8;
WHEREAS, surveys show the following street segments are recommended to be decreased by 5 mph pursuant to Vehicle Code section 22358.8:

1. Aguajito Road between Mark Thomas Drive and Monhollan Road from 40 to 35 mph

2. Del Monte Avenue between East City Limit and Sloat Avenue from 40 to 35 mph

3. Del Monte Avenue between Sloat Avenue and Camino El Estero from 35 to 30 mph

4. English Avenue between Del Monte Avenue and Highway 1 NB Ramps from 30 to 25 mph

5. Fairground Road between Garden Road and Airport Road from 35 to 30 mph

6. Viejo Road between Soledad Drive and City Limits from 40 to 35 mph WHEREAS, the results of the engineering and traffic surveys, available in the City Clerk’s Office for review, recommend decreases in speed limits on various segments throughout the City of Monterey; and
WHEREAS, the City of Monterey determined that the proposed action is not a project as Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 4, Packet Page 45 2 defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project.

NOW THEREFORE, the Monterey City Council declares as follows:

SECTION 2: The above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

SECTION 3: Monterey City Code, Chapter 20. Motor Vehicles and Traffic, Article 4 Operation of Vehicles, Section 20-40, is hereby repealed and replaced as follows:
“Sec. 20-40. Designation of speed limits.

It is hereby determined upon the basis of an engineering and traffic survey that the speed limit is more than is reasonable or safe upon the following streets is greater than is reasonable or safe under the conditions found to exist upon such streets, and it is hereby declared that the prima facie speed limit shall be as set forth as follows upon those streets or parts of streets designated as follows when signs are erected giving notice thereof, in accordance with the California Vehicle Code:
(a) 15 miles per hour. A prima facie speed limit of 15 miles per hour is established for the following location(s):

Eddie Burns Lane
(b) 25 miles per hour. A prima facie speed limit of 25 miles per hour is established for the following location(s):

Airport Road from North Fremont Street to Monterey Regional Airport David Avenue from Wave Street to Hawthorne Street
English Avenue from Del Monte Avenue to Highway 1 NB Ramps Franklin Street from Van Buren Street to the Presidio of Monterey Hawthorne Street from David Avenue to Dickman Avenue
Herrmann Drive from Larkin/Madison Street to Via Del Rey Jefferson Street from Van Buren Street to High Street
Pacific Street from Lighthouse Avenue to Grove Street
Sylvan Road from Mark Thomas Drive to South City Limit
Tyler Street Del Monte Avenue and its intersection with Custom House Tunnel Veterans Drive from Jefferson Street to Skyline Drive
Via Gayuba from San Bernabe Drive/Martin Street to Mar Vista Drive (c) 30 miles per hour. A prima facie speed limit of 30 miles per hour is established for the Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 5, Packet Page 46 following location(s):

Camino Aguajito from Fremont Street to Del Monte Avenue Camino El Estero from Fremont Street to Del Monte Avenue David Avenue from Hawthorne Street to Devisadero Street Del Monte Avenue from Camino El Estero to Sloat Avenue
Del Monte Avenue from Washington Street to Camino El Estero Fairground Road from Garden Road to Airport Road
Foam Street from Lighthouse Avenue to David Avenue
Fremont Street from Camino El Estero to Munras Avenue
Glenwood Circle from Iris Canyon Road to Via Lavendera
Josselyn Canyon Road from State Highway 68 to Deer Forest Drive Lighthouse Avenue from David Avenue to Private Bolio Road Olmsted Road from State Highway 68 to Monterey Regional Airport Pacific Street Soledad Drive to Grove Street
Prescott Avenue from Hawthorne Street to Devisadero Street Sloat Avenue from Mark Thomas Drive to Del Monte Avenue Soledad Drive from Viejo Road to Pacific Street
Soledad Drive from Pacific Street to Monte Vista Drive
York Road from Monterey-Salinas Highway (State Highway 68) to South Boundary Road (d) 35 miles per hour. A prima facie speed limit of 35 miles per hour is established for the following location(s):

Abrego Street from Eldorado Street to Fremont Street
Aguajito Road from Fremont Street to Mark Thomas Drive
Aguajito Road from Mark Thomas Drive to Monhollan Road
Del Monte Avenue from Sloat Avenue to East City Limit
Garden Road from Sky Park Court to Olmsted Road
Iris Canyon Road from Barnet Segal Drive to El Dorado Street Josselyn Canyon Road from Mark Thomas Drive to City Limit Lighthouse Avenue (Curve & Tunnel) from Del Monte Avenue to Private Bolio Road Lower Ragsdale from Ragsdale Drive to Wilson Road
Mark Thomas Drive from Aguajito Road to Fairground Road Monhollan Road from City Limit west of Deer Forest Drive to City Limit east of Via Malpaso North Fremont Street from State Highway 1 to City Limit Ragsdale Drive from Monterey-Salinas Highway (State Highway 68) to Lower Ragsdale Drive Skyline Drive from Mar Vista (South Intersection) to Veterans Drive Skyline Forest Drive from Holman Highway (State Highway 68) to Skyline Drive Upper Ragsdale from Ragsdale Drive to Wilson Road
Viejo Road from Soledad Drive southerly to City Limit
Wilson Road from Lower Ragsdale Drive to York Road
(e) 40 miles per hour. A prima facie speed limit of 40 miles per hour is established for the following location(s):

Barnet Segal Drive from Soledad Drive to Iris Canyon Road Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 6, Packet Page 47 4 Fremont Street from Camino Aguajito to Camino El Estero Garden Road from Fairground Road to Sky Park Court
Munras Avenue from State Highway 1 to Eldorado Street
(f) 45 miles per hour. A prima facie speed limit of 45 miles per hour is established for the following location(s):

South Boundary Road from North City Limit to South City Limit SECTION 9: The City is authorized to issue warning citations for violations of exceeding the speed limit by 10 miles per hour or less for the first 30 days that the new lower speed limits are in effect.

SECTION 10. All ordinances and parts of ordinances in conflict herewith are hereby repealed.

SECTION 11: This ordinance shall be in full force and effect thirty (30) days from and after its final passage and adoption.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 9., Item Page 7, Packet Page 48 ORDINANCE NO. ____ C.S.

AN ORDINANCE OF THE COUNCIL OF THE CITY OF MONTEREY
№08/22

RECODIFY AND AMEND THE CITY CODE TO NAME

THE OLD MONTEREY BUSINESS ASSOCIATION AS THE OFFICIAL ADVISORY BOARD

TO THE CITY FOR THE DOWNTOWN PROMOTION DISTRICT
THE COUNCIL OF THE CITY OF MONTEREY DOES ORDAIN, as follows:

SECTION 1:

WHEREAS, In May 1974, the Monterey Downtown Promotion District (“District”) was formed under Parking and Business Improvement Area Law of 1965 (Streets & Highways Code section 36000 et seq.) when the City Council adopted Ordinance No. 1953.

WHEREAS, all business licensees in the District pay a supplemental business license tax that is collected by the City for the following purposes: (1) decoration of any public place in the area; (2) promotion of public events within the area; (3) furnishing of music in any public place in the area; and (4) the general promotion of business activities in the area; WHEREAS, the amount of the tax was reduced from 50% to 25% of the annual business license tax in July 1974 with the adoption of Ordinance No. 2223; WHEREAS, in November 1974, the City Council appointed the Downtown Monterey Council as the Advisory Committee to the City Council for the District. (Resolution 12,417.) City records demonstrate that the Downtown Monterey Council changed its name to Old Monterey Council in approximately 1975. The City has not located any legislation appointing the Old Monterey Business Association (referred to herein as “OMBA” or the “Association”) as the advisory board, although OMBA has acted as in that capacity for decades; WHEREAS, this action appoints OMBA as the Advisory Board to the City Council for the District. If so appointed, OMBA, as the official advisory board described in Streets & Highways Code section 36003, will have the authority to recommend to the City Council how to spend tax revenue, while the City Council maintains ultimate authority to approve how to spend that revenue;
WHEREAS, OMBA may advise the City on how much to request for the voluntary contribution from businesses that do not pay the tax, and the City Council may authorize OMBA to solicit those contributions;
WHEREAS, this action recodifies Ordinance 1953, as amended by Ordinance 2223, as Date: 3/19/2024
Item No.: 10.

Council Regular Meeting, 3/19/2024, Item No. 10., Item Page 1, Packet Page 49 2 Chapter 18, Article 4, of the Monterey City Code without substantive changes. This action does not modify or extend the amount of any tax that has been in effect since the adoption of Ordinance 2223 in 1974;
WHEREAS, this action repeals Resolution 12,417 in its entirety; WHEREAS, the OMBA must comply with the Ralph M. Brown Act and the California Public Records Act; and
WHEREAS, the City of Monterey determined that appointing a new advisory committee for a business improvement district is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines”), Article 20, Section 15378).

In addition, CEQA Guidelines section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. The adoption of this ordinance is an organizational and administrative activity of the City, does not have the potential to result in either a direct or reasonably foreseeably indirect physical change in the environment, and is therefore not a project of purposes of CEQA pursuant to CEQA Guidelines sections 15061(b)(3); 15378(b)(5). Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. In the event adoption of this ordinance does constitute a project, it is categorically exempt under the Class 20 (Changes in the Organization of Local Governments) categorical exemption (State CEQA Guidelines section 15320). Further, none of the exceptions to exemptions found in State CEQA Guidelines section 15300.2 apply.

NOW THEREFORE, the Monterey City Council declares as follows:

SECTION 2: The above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

SECTION 3: Ordinance 1953, as amended by Ordinance 2223, is recodified as Monterey City Code, Chapter 18, Article 4, Monterey Downtown Promotion District, Sections 18-

4.00 through 18-4-06.

SECTION 4: Monterey City Code, Chapter 18, Article 4, Section 18-4-07, Advisory Board, is added to read as follows:
“(a) The Old Monterey Business Association (the “Association”) is appointed, pursuant to Streets & Highways Code section 36003, as the Advisory Board to make recommendations to the City Council as to the use of the funds of the Monterey Downtown Promotion District, and to expend such funds in compliance with the adopted budget for such District. (b) The Advisory Board may recommend to the City Council, at the time it submits its proposed Council Regular Meeting, 3/19/2024, Item No. 10., Item Page 2, Packet Page 50 budget pursuant to Section 18-4.08, an amount of voluntary contribution that may be requested from businesses that do not pay the tax. Upon approval by the City Council, the Advisory Board is authorized to solicit those voluntary contributions. (c) When the Association takes action that requires a vote of its members, businesses that voluntarily pay the dues, as established by the Association from time to time, shall have equal voting rights with the businesses that are members of the Association by virtue of paying the business license tax levied on behalf of the District. The Association may also establish, from time to time, one or more classes of non-voting members for businesses located outside the geographic boundary of the District.”
SECTION 5: Monterey City Code, Chapter 18, Article 4, Section 18-4-08, Annual Budget and Expenditure Reports, is added to read as follows:
“(a) Annually, but not later than May 1 of each year, the Advisory Board shall submit a budget to the City Council for approval that shows the anticipated revenues and expenditures for the ensuing fiscal year beginning July 1 and ending June 30. (b) Annually, but not later than September 30 of each year, the Advisory Board shall submit a report to the Finance Director of the City of Monterey that shows how the revenues for the prior fiscal year were spent.
(c) The Finance Director is authorized and directed to establish such rules and procedures as necessary or desirable to ensure that the funds of the District are lawfully expended and to audit the expenditure of such funds whenever the Finance Director should determine that an audit is necessary or desirable.”
SECTION 6: It is the intent of the City Council that Ordinance 1953, as amended by Ordinance 2223, shall not be considered repealed and reenacted in its recodified and amended form; that the portions which are not altered are to be considered as having been the law from the time when they were enacted; that the new provisions are to be considered as having been enacted at the time of the amendment; and that the omitted portions are to be considered as having been repealed at the time of the amendment.

SECTION 7: Resolution 12,417 is hereby repealed.

SECTION 8: This ordinance shall be in full force and effect thirty (30) days from and after its final passage and adoption.

SECTION 9: It is the intent of the City Council that this ordinance does not enact a new tax or increase a tax. The tax remains unchanged from that adopted in Ordinance 2223 in 1974.

Should a court of competent jurisdiction determine that this action is subject to Proposition 13, Proposition 218, and/or Proposition 26, then this action is void.

Council Regular Meeting, 3/19/2024, Item No. 10., Item Page 3, Packet Page 51 4 PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 10., Item Page 4, Packet Page 52 Council
Agenda Report
№08/22
FROM: Andrea Renny, P.E., PTOE, Public Works Director
Prepared By: Andrew Easterling, P.E., T.E., City Engineer SUBJECT: Award Four Professional Services Agreements for On-Call Civil Engineering Services Each with a Not-To-Exceed Limit of $500,000.00, for Projects with the City of Monterey to: (1) Kimley-Horn and Associates, Inc.; (2) BKF Engineers; (3) Harris & Associates, Inc.; and (4) Mark Thomas & Company, Inc. ***CIP/NCIP*** (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) – Continued from February 6 and March 5, 2024 RECOMMENDATION:

That the City Council adopt the attached resolutions:

1. Awarding a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to Kimley-Horn and Associates, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

2. Awarding a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to BKF Engineers for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

3. Awarding a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to Harris & Associates, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

4. Awarding a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to Mark Thomas & Company, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

5. Authorizing the City Manager, or their designee, to execute the Professional Services Agreements upon receipt of information required by the Request for Proposal (RFP).

VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

Serve as stewards of the City’s financial resources through sound economic vitality efforts, streamlining operations, reasonable revenue enhancements, visionary long-term planning, fiscal transparency, and community partnerships.

Date: 3/19/2024
Item No.: 11.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 1, Packet Page 53 POLICY IMPLICATIONS:

This action is consistent with the City Council’s Value Drivers and Strategic Priorities of Quality of Life – “In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.;” and Fiscal Stewardship – “Serve as stewards of the City’s financial resources through sound economic vitality efforts, streamlining operations, reasonable revenue enhancements, visionary long-term planning, fiscal transparency, and community partnerships.”
This action is also consistent with Council policy to approve Professional Services Agreements exceeding $75,000. On-call agreements are used for other types of professional services throughout the City. These services will augment the City’s capacity for project delivery, consistent with the City Council’s vision and strategic initiative.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

Fees for On-Call Civil Engineering Services will be based on a project-by-project basis directly charged to individual project budgets. Each project is separately approved and budgeted by Council. Consultant support may cost more than having City staff deliver projects; however, consultants can provide specialized knowledge to support projects, improve the production rate, and provide additional quality assurance. The City is under no obligation to expend any funds under these Professional Services Agreements.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

Council could decide to not award these On-Call Civil Engineering Services Agreements and direct staff to issue requests for proposals for each project individually. However, having preapproved, on-call, as-needed firms readily available allows for more efficient and timely delivery of projects.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 2, Packet Page 54 DISCUSSION:

The City requires technical assistance and staff augmentation, due to engineering position vacancies, from civil engineering firms. The City has a backlog of active and pending projects that require technical support from civil engineers, structural engineers, geotechnical engineers, surveyors, and project managers. Additionally, the City reviews planning and development applications for compliance with stormwater regulations and the Subdivision Map Act, which requires civil engineering and surveying support. Having four (4) on-call civil engineering firms available allows the City to provide these services in a timely manner. Additionally, on-call civil engineering firms can provide specialized knowledge and additional quality assurance to more efficiently deliver projects.

Individual project task orders will be issued based on the firm’s expertise, workload capacity, services to be performed, and schedule requirements submitted in their proposal. All task orders will be issued based on an agreed-upon, written scope of work, proposed schedule, and maximum fee based on their fee schedule and estimated hours negotiated on a project-byproject basis.

The selection of the best-qualified firms was made in accordance with Section 28-30 of the City’s Purchasing Ordinance. On September 26, 2023, a Request for Proposal was issued and advertised through OpenGov. Eleven (11) proposals were received on October 24, 2023. A selection committee consisting of CIP and NCIP Engineering Division staff independently evaluated and ranked the proposals. After deliberations, all eleven (11) firms were ranked with the top five firms selected for award. At the time of this report, the fifth firm has requested changes to the City’s standard contract language which have not been approved. The fifth firm will be awarded in a subsequent Council Report once this issue is resolved.

Each agreement will have an initial one-year term and a $500,000 aggregate not-to-exceed fee for all tasks provided. The agreement will include an option for four additional one-year extensions also with an annual not-to-exceed funding limit of $500,000.

Therefore, Staff recommends that the City Council adopt the attached resolutions awarding the professional services agreements.

AR/ae/pl
Attachments: 1. Resolution awarding a Professional Services Agreement to Kimley-Horn and Associates, Inc.

2. Resolution awarding a Professional Services Agreement to BKF Engineers

3. Resolution awarding a Professional Services Agreement to Harris & Associates, Inc.

4. Resolution awarding a Professional Services Agreement to Mark Thomas & Company, Inc.

5. Consultant Selection Evaluation Criteria
e: Kimley-Horn and Associates, Inc.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 3, Packet Page 55 BKF Engineers
Harris & Associates, Inc.

Mark Thomas & Company, Inc.

Rafaela King, Finance Director
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 4, Packet Page 56 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CIVIL ENGINEERING AND SURVEYING PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO KIMLEY-HORN AND ASSOCIATES, INC. ***CIP/NCIP ***
WHEREAS, the need exists for the City to obtain prompt professional civil engineering services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on September 26, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, eleven (11) proposals were received on October 24, 2023. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all eleven (11) firms were ranked as follows, with the top four firms, Kimley-Horn and Associates, Inc., BKF Engineers, Harris & Associates, Inc., and Mark Thomas & Company, Inc. selected for award;
WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 5, Packet Page 57 2 NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

1. Awards a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to Kimley-Horn and Associates, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 6, Packet Page 58 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CIVIL ENGINEERING AND SURVEYING PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO BKF ENGINEERS***CIP/NCIP *** WHEREAS, the need exists for the City to obtain prompt professional civil engineering services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on September 26, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, eleven (11) proposals were received on October 24, 2023. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all eleven (11) firms were ranked as follows, with the top four firms, Kimley-Horn and Associates, Inc., BKF Engineers, Harris & Associates, Inc., and Mark Thomas & Company, Inc. selected for award;
WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 7, Packet Page 59 2 NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

1. Awards a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to BKF Engineers for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 8, Packet Page 60 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CIVIL ENGINEERING AND SURVEYING PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO HARRIS & ASSOCIATES, INC. ***CIP/NCIP ***
WHEREAS, the need exists for the City to obtain prompt professional civil engineering services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on September 26, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, eleven (11) proposals were received on October 24, 2023. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all eleven (11) firms were ranked as follows, with the top four firms, Kimley-Horn and Associates, Inc., BKF Engineers, Harris & Associates, Inc., and Mark Thomas & Company, Inc. selected for award;
WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 9, Packet Page 61 2 NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

1. Awards a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to Harris & Associates, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 10, Packet Page 62 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CIVIL ENGINEERING AND SURVEYING PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO MARK THOMAS & COMPANY, INC. ***CIP/NCIP ***
WHEREAS, the need exists for the City to obtain prompt professional civil engineering services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on September 26, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, eleven (11) proposals were received on October 24, 2023. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all eleven (11) firms were ranked as follows, with the top four firms, Kimley-Horn and Associates, Inc., BKF Engineers, Harris & Associates, Inc., and Mark Thomas & Company, Inc. selected for award;
WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 11, Packet Page 63 2 NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

1. Awards a Professional Services Agreement for On-Call Civil Engineering Services for Projects for the City of Monterey to Mark Thomas & Company, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 12, Packet Page 64 ATTACHMENT 5
Project Name: Project Code:

Service Area:

Rater’s Name:

Criteria Max Points BKF CSG Dudek Harris Ifland Kimley-Horn Mark Thomas Orion RJA Wallace Whitson Ability to Design Project 10 8 7 8 8 8 8 8 6 8 7 8
Ability to Manage Project
Requirements
10 8 7 8 8 7 8 8 6 8 7 9
Staff / Organizational Approach 10 8 6 8 8 6 8 8 6 8 7 8 Familiarity with Monterey 10 8 5 8 10 8 10 7 5 8 8 10
Responsiveness / willingness to
comply with agreement terms 10 10 1 1 10 1 10 5 1 5 1 7 Reputation, References, Stability 10 7 2 7 8 5 9 7 6 7 6 9 Total Points: 60 49 28 40 52 35 53 43 30 44 36 51
Consultant Selection Evaluation Scorecard
Include On-Call Services:

N/A
Yes
On-Call Civil Engineering Services
Staff Date: 11/7/2023
Citywide

Page 1 of 1 ends

Last Modified: 07/11/13 Council Regular Meeting, 3/19/2024, Item No. 11., Item Page 13, Packet Page 65 Council
Agenda Report
№08/22
FROM: Andrea Renny, P.E., PTOE, Public Works Director
Prepared By: Andrew Easterling, P.E., T.E., City Engineer SUBJECT: Award Five Professional Services Agreements for On-Call Construction Management Services Each with a Not-To-Exceed Limit of $500,000.00, for Projects with the City of Monterey to: (1) Consor PMCM, Inc.; (2) CSG Consultants, Inc.; (3) Harris & Associates, Inc.; (4) 4LEAF, Inc.; and (5) Wallace Group, a California Corporation ***CIP/NCIP*** (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) RECOMMENDATION:

That the City Council adopt the attached resolutions:

1. Awarding a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to Consor PMCM, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

2. Awarding a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to CSG Consultants, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

3. Awarding a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to Harris & Associates, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

4. Awarding a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to 4LEAF, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00;

5. Awarding a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to Wallace Group, a California Corporation for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

6. Authorizing the City Manager, or their designee, to execute the Professional Services Agreements upon receipt of information required by the Request for Proposal (RFP).

VALUE DRIVERS:

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

Serve as stewards of the City’s financial resources through sound economic vitality efforts, streamlining operations, reasonable revenue enhancements, visionary long-term planning, fiscal transparency, and community partnerships.

Date: 3/19/2024
Item No.: 12.

Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 1, Packet Page 66 POLICY IMPLICATIONS:

In addition to this action’s alignment with the City Council’s Value Drivers, this action is also consistent with Council policy to approve Professional Services Agreements exceeding $75,000. On-call agreements are used for other types of professional services throughout the City. These services will augment the City’s capacity for project delivery, consistent with the City Council’s vision and strategic initiative.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: Yes.

FISCAL IMPLICATIONS:

Fees for On-Call Construction Management Services will be based on a project-by-project basis directly charged to individual project budgets. Each project is separately approved and budgeted by Council. Consultant support may cost more than having City staff deliver projects; however, consultants can provide specialized knowledge to support projects, improve the production rate, and provide additional quality assurance. The City is under no obligation to expend any funds under these Professional Services Agreements.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

Council could decide to not award these On-Call Construction Management Services Agreements and direct staff to issue requests for proposals for each project individually.

However, having pre-approved, on-call, as-needed firms readily available allows for more efficient and timely delivery of projects.

DISCUSSION:

The City requires technical assistance from construction management firms. The City has a backlog of active and pending projects that require technical support from construction managers, material testers, inspectors, construction surveyors, labor compliance officers and claims specialists. Having five (5) on-call construction management firms available allows the City to provide these services in a timely manner. Additionally, on-call construction management firms can provide specialized knowledge and additional quality assurance to deliver projects more efficiently.

Individual project task orders will be issued based on the firm’s expertise, workload capacity, Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 2, Packet Page 67 services to be performed, and schedule requirements submitted in their proposal. All task orders will be issued based on an agreed-upon, written scope of work, proposed schedule, and maximum fee based on their fee schedule and estimated hours negotiated on a project-byproject basis.

Selection of the best-qualified firms was made in accordance with Section 28-10 of the City’s Purchasing Ordinance. On November 27, 2023, a Request for Proposal was issued and advertised through OpenGov. Fourteen (14) proposals were received on January 9, 2024. A selection committee consisting of CIP and NCIP Engineering Division staff independently evaluated and ranked the proposals. After deliberations, all fourteen (14) firms were ranked with the top five firms selected for award.

Each agreement will have an initial one-year term and a $500,000 aggregate not-to-exceed fee for all tasks provided. The agreement will also include an option for four additional one-year extensions with an annual not-to-exceed funding limit of $500,000.

Therefore, Staff recommends that the City Council adopt the attached resolutions awarding the professional services agreements.

AR/ae/pl
Attachments: 1. Resolution awarding a Professional Services Agreement to Consor PMCM, Inc.

2. Resolution awarding a Professional Services Agreement to CSG Consultants, Inc.

3. Resolution awarding a Professional Services Agreement to Harris & Associates, Inc.

4. Resolution awarding a Professional Services Agreement to 4LEAF, Inc.

5. Resolution awarding a Professional Services Agreement to Wallace Group, a California Corporation

6. Consultant Selection Evaluation Criteria
e: Consor PMCM, Inc.

CSG Consultants, Inc.

Harris & Associates, Inc.
4LEAF, Inc.

Wallace Group, a California Corporation
Rafaela King, Finance Director
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 3, Packet Page 68 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CONSTRUCTION MANAGEMENT PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO CONSOR PMCM, INC. ***CIP/NCIP *** WHEREAS, the need exists for the City to obtain prompt professional construction management services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on November 27, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, fourteen (14) proposals were received on January 9, 2024. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all fourteen (14) firms were ranked as follows, with the top five firms, Consor PMCM, Inc., CSG Consultants, Inc., Harris & Associates, Inc., 4LEAF, Inc., and Wallace Group, a California Corporation selected for award; WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 4, Packet Page 69 2 1. Awards a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to Consor PMCM, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 5, Packet Page 70 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CONSTRUCTION MANAGEMENT PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO CSG CONSULTANTS, INC. ***CIP/NCIP *** WHEREAS, the need exists for the City to obtain prompt professional construction management services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on November 27, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, fourteen (14) proposals were received on January 9, 2024. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all fourteen (14) firms were ranked as follows, with the top five firms, Consor PMCM, Inc., CSG Consultants, Inc., Harris & Associates, Inc., 4LEAF, Inc., and Wallace Group, a California Corporation selected for award; WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 6, Packet Page 71 2 1. Awards a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to CSG Consultants, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 7, Packet Page 72 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CONSTRUCTION MANAGEMENT PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO HARRIS & ASSOCIATES, INC. ***CIP/NCIP *** WHEREAS, the need exists for the City to obtain prompt professional construction management services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on November 27, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, fourteen (14) proposals were received on January 9, 2024. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all fourteen (14) firms were ranked as follows, with the top five firms, Consor PMCM, Inc., CSG Consultants, Inc., Harris & Associates, Inc., 4LEAF, Inc., and Wallace Group, a California Corporation selected for award; WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 8, Packet Page 73 2 1. Awards a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to Harris & Associates, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 9, Packet Page 74 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CONSTRUCTION MANAGEMENT PROFESSIONAL SERVICES FOR PROJECTS WITHIN THE CITY OF MONTEREY TO 4LEAF, INC. ***CIP/NCIP *** WHEREAS, the need exists for the City to obtain prompt professional construction management services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on November 27, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, fourteen (14) proposals were received on January 9, 2024. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all fourteen (14) firms were ranked as follows, with the top five firms, Consor PMCM, Inc., CSG Consultants, Inc., Harris & Associates, Inc., 4LEAF, Inc., and Wallace Group, a California Corporation selected for award; WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 10, Packet Page 75 2 1. Awards a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to 4LEAF, Inc. for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 11, Packet Page 76 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23
AWARDING PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $500,000 FOR

ON-CALL CONSTRUCTION MANAGEMENT PROFESSIONAL SERVICES FOR PROJECTS

WITHIN THE CITY OF MONTEREY TO WALLACE GROUP, A CALIFORNIA CORPORATION ***CIP/NCIP ***
WHEREAS, the need exists for the City to obtain prompt professional construction management services to support the Capital Improvement Program (CIP), Neighborhood and Community Improvement Program (NCIP) and other municipal programs; WHEREAS, on November 27, 2023, a Request for Proposal was issued and advertised through OpenGov;
WHEREAS, fourteen (14) proposals were received on January 9, 2024. A selection committee, consisting of CIP and NCIP Engineering Division staff, independently evaluated and ranked the proposals;
WHEREAS, after deliberations, all fourteen (14) firms were ranked as follows, with the top five firms, Consor PMCM, Inc., CSG Consultants, Inc., Harris & Associates, Inc., 4LEAF, Inc., and Wallace Group, a California Corporation selected for award; WHEREAS, the firms will provide services on an on-call, as-needed, project-specific basis as defined by the City, and all task orders will have a defined scope, schedule, and fee arrangement that will be negotiated based on the hourly rate schedule included in the agreement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 12, Packet Page 77 2 1. Awards a Professional Services Agreement for On-Call Construction Management Services for Projects for the City of Monterey to Wallace Group, a California Corporation for a term of one year, with the option to extend for four additional one-year terms, with an annual fee not to exceed $500,000.00; and,

2. Authorizes the City Manager, or their designee, to execute the Professional Services Agreement upon receipt of information required by the Request for Proposal (RFP).

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 202_, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 13, Packet Page 78 ATTACHMENT 6
Project Name: Project Code:

Service Area:

Rater’s Name:

Criteria Max Points 4 Leaf ABB Ausonio Cobalt Consor CSG Harris IPS MNS Rebuild NJ SNG Studio 151 Wallace Wilsey Ham

1. Firm Qualifications and
Experience 20 18.3 8.3 10.7 4.3 18.3 18.7 18.3 7.0 19.0 0.7 12.0 8.3 16.7 10.7

2. Project References 20 20.0 10.0 18.8 18.7 20.0 17.3 12.0 10.0 17.8 0.0 18.0 19.4 17.4 17.7

3. Project Team 20 17.3 8.7 9.3 7.0 18.0 17.7 18.7 6.7 13.3 0.3 13.7 7.3 15.7 11.3

4. Approach to the Construction
Management:
30 23.3 9.3 21.7 10.3 28.7 29.3 28.7 13.7 19.7 1.0 16.0 6.3 27.0 13.7

5. Proposed Procedure and
Schedule for Task Orders: 10 7.0 3.7 7.7 5.0 8.3 8.7 9.0 4.7 5.3 0.3 6.7 5.7 6.3 2.7 Total Points: 100 86.0 40.0 68.1 45.4 93.3 91.6 86.7 42.0 75.1 2.3 66.3 47.1 83.1 56.0 Staff Date: 2/1/2024
Consultant Selection Evaluation Scorecard
On-Call Civil Construction Management Services N/A
Citywide Include On-Call Services: Yes Page 1 of 1 Capital Projects Division Council Regular Meeting, 3/19/2024, Item No. 12., Item Page 14, Packet Page 79 Council
Agenda Report
№08/22
FROM: Kimberly Cole, AICP, Community Development Director Levi Hill, AICP, Planning Manager
Prepared By: Matthew Buggert, Associate Planner
SUBJECT: Adopt a Resolution Accepting the 2023 General Plan Annual Report (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council adopt a resolution accepting the 2023 General Plan Annual Report.

VALUE DRIVERS:

In partnership with our entire community, the Monterey City Council provides visionary leadership ensuring a safe, healthy, historic, economically vibrant, and sustainable environment.

POLICY IMPLICATIONS:

Government Code section 65400 requires the City to prepare an annual report regarding the status of the City’s General Plan and progress in its implementation (General Plan Progress Report) and provide the General Plan Progress Report to the Office of Planning and Research (OPR) and the Housing Element portion to the Department of Housing and Community Development (HCD) by April 1, 2024. The attached report fulfills this requirement.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

None.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

Date: 3/19/2024
Item No.: 13.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 1, Packet Page 80 This is a required report. There is no alternative.

DISCUSSION:

The City’s General Plan was last updated on November 5, 2019, by Resolution 19-178, which amended the land use designation for the Old Capitol Site from Planned Community to Open Space. The 2023 General Plan Annual Report (Exhibit A to Resolution) analyzes the City’s progress in meeting its General Plan goals, policies, and programs. A comprehensive list is included as Appendix A. Most General Plan policies and related action items have been implemented through the adoption of ordinances or resolutions, incorporated into the regular government activities of the applicable departments, or included in development proposals as they are reviewed for consistency with the City’s policies. In 2023, the City made significant progress in its Land Use, Circulation, Housing, Conservation, Open Space, Safety, Economic, and Historic Preservation elements, as summarized below.

Land Use Element
Policy b.2. Follow the existing policy directions in the Highway 68 Plan and Old Capitol Site Memorandum of Understanding for residential development south of Highway 1. Workforce housing on the City-owned Ryan Ranch, mixed use housing in the Ryan Ranch Business Park and multifamily housing on the south side of Garden Road may be considered in order to provide housing in proximity to a major employment center.

Response: Since 2020, the City has approved entitlements for 180 housing units on the south side of Garden Road. These housing units were either retrofits of existing buildings or new construction. Water supply continues to significantly constrain all housing development.

Circulation Element
Goal c. Provide a safe, efficient, well-maintained, and environmentally sound roadway system that supports the “complete streets” concept of equality of choice among all modes of transportation.

Response: A Complete Streets policy has been incorporated into a draft update to the City’s Circulation Element.

Policy c.3. Identify and implement street improvements to address high accident rates for motorists, pedestrians, and bicyclists, even if such improvements result in increased traffic congestion.

Program c.3.2. Place the highest priority on projects that reduce high accident rates.

Policy j.3. Monitor accident rates and trends to identify locations for possible transportation safety improvements.

Response: City staff continually monitors accident rates and trends. Staff applied for grant funding from the Safe Streets and Roads for All Federal Grant to develop a local road safety plan which will utilize a data driven approach to identify rates and trends and proven countermeasures to address the trends.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 2, Packet Page 81 Housing Element
The Housing Element annual progress report is attached to Exhibit A as Appendix B and includes reporting of all Government Code section 65400 requirements. The City is in the process of updating its Housing, Land Use, Circulation and Safety Elements and will comply with its obligations to consult with California Native American tribes, and to identify and protect, preserve, and mitigate impacts to places, features, and objects described in Sections 5097.9 and 5097.993 of the Public Resources Code, pursuant to Chapter 905 of the Statutes of 2004.

The State of California requires regions to address housing issues and needs based on future growth projections for the area. The Housing and Community Development (HCD) Department allocates regional housing needs to councils of government throughout the state. The Association of Monterey Bay Area Governments (AMBAG) then allocates to each city and unincorporated county their “fair share” of the region’s projected housing needs by household income level. This distribution is commonly referred to as the Regional Housing Needs Allocation (RHNA).

The intent of the RHNA is to ensure that local jurisdictions address not only the needs of their immediate areas but also fill the housing needs for the entire region. Additionally, a major goal of the RHNA is to ensure that every community provides an opportunity for a mix of affordable housing to all economic segments of its population.

The City’s General Plan Housing Element includes programs and actions to be taken to meet these objectives and reflects the RHNA for the City of Monterey. For the 2015-2023 RHNA Cycle, the City of Monterey requirement was 650 new housing units. HCD counts permitted units towards the City's RHNA credit. Between 2015-2022, the City permitted 139 housing units, and in 2023, 22 housing units. For the 2015-2023 period, the City permitted a total of 161 units.

Table 1 below shows housing unit data for calendar year 2023.

Table 1: Housing Units in 2023 in the City of Monterey
Building Permits Issued by Affordability Summary
Income Level as % of Area Median Income (AMI) for Monterey County* 2023 Very Low (50% AMI). Household Size: 1 ($23,900); 2 Deed Restricted 0 ($27,300); 3 ($30,700); 4 (34,100); 5 ($36,850) Non-Deed Restricted 0 Low (80% AMI). Household Size: 1 ($39,800); 2 Deed Restricted 0 (45,500); 3 ($51,200); 4 ($56,850); 5 ($61,400) Non-Deed Restricted 0 Moderate (120% AMI). Household Size: 1 ($75,650); Deed Restricted 0 2 ($86,500); 3 ($97,300); 4 (108,100); 5 ($116,750) Non-Deed Restricted 0 Above Moderate (Above 120% AMI) 22
Total Units 22
Note: Units serving extremely low-income households are included in the very low-income permitted units totals
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 3, Packet Page 82 Units by Structure Type Entitled Permitted Completed
Single-family attached 0 0 1
Single-family detached 0 0 1
Two-to-four-unit structures 7 3 7
Five or more-unit structure,
multifamily
25 0 0
Accessory dwelling unit 22 19 20
Mobile home/manufactured home 0 0 0
Total 54 22 29
* The Affordability Levels by Income and Household Size Charts are attached to Exhibit A as Appendix C.

For the 2023-2031 RHNA Cycle, the requirement is 3,654 new housing units, which must be planned to accommodate a variety of incomes (Table 2). The City is required to ensure that local zoning has sufficient capacity to meet the RHNA at all income levels throughout the period.

Table 2: 2023-2031 RHNA for the City of Monterey
Income Group Totals
Very Low Low Mod Above Mod
RHNA Total
City of Monterey 1,177 769 462 1,246 3,654
The number one constraint to housing development is water supply. Without resolving the City’s water supply issues, housing production will not meet State goals. The City has not satisfied:

Goal m. “Develop long-term water supplies and conservation methods so that there is sufficient water to implement General Plan goals.”
City staff continues to explore policy and zoning changes to create more opportunities for housing construction.

Program d.2.4. The City will continue to explore with local non-profits and other affordable housing developers strategies and financing alternatives that can be employed to produce new affordable extremely low, low and very low-income housing in the community.

Response: The City entered into an exclusive negotiating agreement with MidPen Housing to provide 100% affordable family rental housing at a City-owned property at the corner of Van Buren and Madison Streets. In 2023, the City Council provided direction regarding a preferred site plan and expressed strong support for the project. Additionally, the City received a Regional Early Action Planning (REAP) Grant from the California Housing and Community Development (HCD) for planning and pre-development costs associated with the project.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 4, Packet Page 83 Conservation Element
Goal e. Encourage the effective and efficient use of energy in all its critical forms by public and private users alike.

Policy e.1. Encourage energy sources, which provide part or all of the energy needed for buildings.

Program e.1.1. Consider aesthetically compatible independent energy sources in new public and private buildings.

Program e.1.2. Encourage energy retrofitting in existing residential and commercial structures.

Policy e.2. Educate the public about energy conservation.

Program e.2.1. Support public education activities that dramatize cost-saving benefits of energy conservation to local consumers.

Program e.2.2. Encourage the hotel, motel, and restaurant associations to maintain an energy conservation program on a continual basis.

Policy e.3. Work with other local, stateand federal agencies, public utilities and community organizations to implement energy conservation and longer-range renewable energy development programs.

Response: In 2017, the City of Monterey was one of the key founders of Monterey Bay Community Power (now Central Coast Community Energy). Central Coast Community Energy is a Community Choice Energy agency established by local communities to source carbon-free electricity for Monterey, San Benito, and Santa Cruz counties and now parts of San Luis Obispo and Santa Barbara counties while retaining PG&E’s traditional role of delivering power and maintaining electric and transmission infrastructure.

In 2023, this program continues to fulfill the City’s goal to reduce greenhouse gas emissions and increase opportunities for energy saving programs. The City has met its goals to date for the most recent AMBAG greenhouse gas audit.

Open Space Element
Goal c. Preserve greenbelts to ensure an overall visual impression of open space on the hillsides above Monterey, between neighborhoods and along major transportation corridors.

Policy c.1. Maintain greenbelts as open space.

Policy c.2. Coordinate with the County to preserve greenbelts, which form the backdrop of Monterey.

Goal d. Preserve and improve lakes and waterways as important visual, habitat, flood protection, and recreation resources.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 5, Packet Page 84 Policy d.1. Continue to preserve Lake El Estero, Del Monte Lake, Roberts Lake, Laguna Grande, Washerwoman’s Pond, and Lagunita Mirada as visual open space features.

Policy d.4. Protect native plants, animals, and native habitats in Lake El Estero, Del Monte Lake, and Laguna Grande.

Policy d.5. Continue to support and enhance the public use of the City's lakes. Manage nonnative wildlife such as Canadian Geese.

Policy d.6. Continue to allow active recreational use of the lakes.

Policy d.7. Work with the City of Seaside to preserve and enhance Roberts Lake and Laguna Grande.

Response: City staff has worked with the City of Seaside and Monterey Peninsula Regional Park District under a Joint Powers Authority for planning and maintenance coordination efforts for Laguna Grande Park. The project will implement maintenance strategies to create a more accessible, safe, and long-lasting park for the surrounding community and region.

Safety Element
Goal d. Minimize the loss of life and property from fire.

Policy d.2. Achieve effective emergency access to all developments, installations, and fire protection equipment for emergency apparatus and for evacuation.

Goal h. Ensure prompt and effective services to cope with local emergencies.

Policy h.1. Continue to provide high quality fire, police, and emergency medical services.

Policy h.2. Continue to develop emergency plans to respond to large-scale natural or manmade disasters, such as fires, earthquakes, floods, nuclear attack, terrorist attack, or releases of hazardous materials.

Policy h.3. Continue emergency planning and preparation in cooperation with Monterey County, neighboring cities, and other agencies.

Response: In 2023, with the increased severity and frequency of wildfires in California, community wildfire planning is increasingly important to help prepare for and adapt to wildfire.

Community Wildfire Protection Plans (CWPPs) are a tool to help reduce the severity and impact of wildfires and increase community resilience. A CWPP was developed in 2023 for the Cities of Monterey, Carmel-by-the-Sea, and Pacific Grove. Over 56% of land within these cities is in a high or very high fire hazard severity zone. The CWPP was developed with input and direction from stakeholders, agency representatives, and community members.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 6, Packet Page 85 Policy e.5. Develop airport compatibility policies.

Response: In 2023, the City continued work on the Safety Element to update the City’s land use documents to be consistent with the Monterey County Airport Land Use Compatibility Plan.

Economic Element
Policy a.2. Encourage visitor uses which are based on Monterey’s natural setting and history, rather than generic visitor uses without a strong tie to Monterey’s unique features.

Policy a.4. Encourage small businesses and unique locally owned businesses.

Program b.4.1. Investigate ways to support the Naval Postgraduate School and Defense Language Institute so that they remain in the City of Monterey, including provision of services to support the operation of the facilities.

Policy c.4. Support the military uses in the community with essential public services.

Response: The City of Monterey is home to multiple military facilities including the U.S. Army Garrison Presidio of Monterey and Naval Support Activity Monterey (Naval Postgraduate School, and Fleet Numerical. These facilities are predominately education and researchoriented and are a cornerstone of the City’s economy.

The City of Monterey continues to provide essential public works services to its military partners.

There is no boundary between the infrastructure systems and maintenance inside and outside the military bases.

Collaborating with the City’s military partners, the City secured a large grant from the Department of Defense’s Office of Local Defense Community Cooperation to study issues impacting the region’s military facilities and municipalities. The Monterey Regional Compatible Use Study (CUS) is a collaborative planning effort among a variety of regional stakeholders to identify and address compatible use and communication with and around military installations in Monterey and San Luis Obispo counties. In 2022, the CUS effort directly benefited both the military and surrounding region by: Protecting the health, safety, and welfare of the public and of military personnel; Preserving long-term compatibility between military installations and the surrounding communities to support existing and future military operations; Sustaining the economic vitality of local communities; Enhancing communication and coordination between military installation and community officials and staff; and, Providing tools that support informed decision-making. The project was completed in 2023.

Historic Preservation Element
Program a.1.7. Maintain and update the City’s historic incentive programs to support historic property owners, including grant programs, land use incentives, flexible zoning and parking standards, property tax relief, Historic Building Code, and expedited processing for historic resources.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 7, Packet Page 86 Response: In 2023, City staff updated the Historic Master List to reflect all historic properties and designations within the City across all historic surveys. The City continued to inspect Mills Act contract properties in the City to ensure compliance with each property’s respective maintenance schedule and investments. The City adopted a temporary moratorium for Mills Act contract and will report back to the City Council about the issue. City staff continues to monitor Mills Act contracts to encourage preservation of historic properties.

Staff recommends the City Council adopt a Resolution accepting the 2023 General Plan Annual Report.

KC/MB
Attachments: 1. Draft Resolution with Exhibit A
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 8, Packet Page 87 RESOLUTION NO. __- ___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
1 ACCEPTING THE 2023 GENERAL PLAN ANNUAL REPORT
WHEREAS, Government Code section 65400(a)(2) requires the City of Monterey to prepare a report regarding the status of the City’s General Plan and progress in its implementation (General Plan Progress Report) and provide the General Plan Progress Report to the Governor’s Office of Planning and Research (OPR) and the California Department of Housing and Community Development (HCD). The attached report (Exhibit A) fulfills this requirement; and,
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby accepts the 2023 General Plan Annual Report, attached hereto as Exhibit A.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 9, Packet Page 88 PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this 19th day of March, 2024, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 10, Packet Page 89

EXHIBIT A
1 2023
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 11, Packet Page 90

EXHIBIT A
2 1. Introduction
Purpose
Government Code section 65400(a)(2) requires the City to annually prepare a report regarding the status of the City’s General Plan and progress in its implementation (General Plan Progress Report) and provide the General Plan Progress Report to the Office of Planning and Research (OPR) and the Department of Housing and Community Development (HCD).

General Plan Background
California State law requires that each city adopt a comprehensive, long-term general plan for the physical development of the area under its jurisdiction. General plans must include seven elements that together compose an integrated set of goals, policies, and action programs.

These seven required elements are land use, circulation, housing, conservation, open space, safety, and noise. In addition, a city may adopt optional elements that relate to the physical development of the community. The City of Monterey General Plan contains the following elements:
• Urban Design (optional)
• Land Use (required)
• Circulation (required)
• Housing (required)
• Conservation (required)
• Open Space (required)
• Safety (required)
• Noise (required)
• Economic (optional)
• Social (optional)
• Historic Preservation (optional)
• Public Facilities (optional)
The General Plan is the City’s official policy that guides decisions affecting future physical development and change within the City. The General Plan was adopted in January 2005.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 12, Packet Page 91

EXHIBIT A
3 2. General Plan Amendment Status
Local governments are required to keep their General Plans current and internally consistent.

Although General Plans must be kept current, there is no specific requirement that a local government update its General Plan on a particular timeline, with the exception of the Housing Element, which is required to be updated every eight years. As of December 2022, the General Plan has been amended nine times since its adoption. The Resolution #, date and summary of amendments are detailed below:
 Resolution No. 06-79 (June 6, 2006) – Amended the Safety Element policy regarding development on slopes.
 Resolution No. 07-182 (October 2, 2007) – Amended land use map to recognize a parcel as parks, recreation and open space
 Resolution No. 09-086 (June 2, 2009) – Amended the Fire Hazard Severity Zones Map to reflect the updated fire hazard zones.
 Resolution No. 09-105 (July 7, 2009) – Adopted new Housing Element  Resolution No. 10-161 (November 2, 2010) – Resolve mapping errors  Resolution No. 13-131 (August 6, 2013) – Amended various elements to address the Downtown, Lighthouse/Foam and North Fremont Specific Plans, updated flood information and incorporated the Mutli Modal Level of Service  Resolution No. 16-042 (March 23, 2016) - Adopted a new Housing Element  Resolution No. 19-093 (June 4, 2019) – Amended General Plan to allow multifamily residential uses in the Industrial land use designation and to include Garden Road as an area appropriate for workforce housing.
 Resolution 19-178 (November 5, 2019)– Amended the land use designation for the Old Capitol Site from Planned Community to Open Space
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 13, Packet Page 92

EXHIBIT A
4 3. General Plan Implementation Progress Report
The General Plan Annual Report analyzes the City’s progress in meetings its General Plan goals, policies, and programs. A comprehensive list is included as Appendix A. Most General Plan policies and related action items have been implemented through the adoption of ordinances or resolutions, incorporated into the regular government activities of the applicable departments, or included in development proposals as they are reviewed for consistency with the City’s policies. In 2023, the City made significant progress in its Land Use, Circulation, Housing, Conservation, Open Space, Safety, Economic, and Historic Preservation elements, as summarized below.

Land Use Element
Policy b.2. Follow the existing policy directions in the Highway 68 Plan and Old Capitol Site Memorandum of Understanding for residential development south of Highway 1. Workforce housing on the City owned Ryan Ranch, mixed use housing in the Ryan Ranch Business Park and multifamily housing on the south side of Garden Road may be considered in order to provide housing in proximity to a major employment center.

Response: Since 2020, the City has approved entitlements for 180 housing units on the south side of Garden Road. These housing units were either retrofits of existing buildings or new construction. Water supply continues to significantly constrain all housing development.

Circulation Element
Goal c. Provide a safe, efficient, well-maintained, and environmentally sound roadway system that supports the “complete streets” concept of equality of choice among all modes of transportation.

Response: A Complete Streets policy has been incorporated into a draft update to the City’s Circulation Element.

Policy c.3. Identify and implement street improvements to address high accident rates for motorists, pedestrians, and bicyclists, even if such improvements result in increased traffic congestion.

Program c.3.2. Place the highest priority on projects that reduce high accident rates.

Policy j.3. Monitor accident rates and trends to identify locations for possible transportation safety improvements.

Response: City staff continually monitors accident rates and trends. Staff applied for grant funding from the Safe Streets and Roads for All Federal Grant to develop a local road safety plan which will utilize a data driven approach to identify rates and trends and proven countermeasures to address the trends.

Housing Element
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 14, Packet Page 93

EXHIBIT A
5 The State of California requires regions to address housing issues and needs based on future growth projections for the area. The Housing and Community Development (HCD) Department allocates regional housing needs to councils of government throughout the state. The Association of Monterey Bay Area Governments (AMBAG) then allocates to each city and unincorporated county their “fair share” of the region’s projected housing needs by household income level. This distribution is commonly referred to as the Regional Housing Needs Allocation (RHNA).

The intent of the RHNA is to ensure that local jurisdictions address not only the needs of their immediate areas but also fill the housing needs for the entire region. Additionally, a major goal of the RHNA is to ensure that every community provides an opportunity for a mix of affordable housing to all economic segments of its population.

The City’s General Plan Housing Element includes programs and actions to be taken to meet these objectives and reflects the RHNA for the City of Monterey. For the 2015-2023 RHNA Cycle, the City of Monterey requirement was 650 new housing units. In 2023, construction of 29 housing units was completed. Table 1 below shows housing unit data for calendar year 2023.

Table 1: Housing Units in 2023 in the City of Monterey
Building Permits Issued by Affordability Summary
Income Level 2023
Very Low Deed Restricted 0
Non-Deed Restricted 0
Low Deed Restricted 0
Non-Deed Restricted 0
Moderate Deed Restricted 0
Non-Deed Restricted 0
Above Moderate 22
Total Units 22
Note: Units serving extremely low-income households are included in the very low-income permitted units totals
Units by Structure Type Entitled Permitted Completed
SFA 0 0 1
SFD 0 0 1
2 to 4 7 3 7
5+ 25 0 0
ADU 22 19 20
MH 0 0 0
Total 54 22 29
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 15, Packet Page 94

EXHIBIT A
6 For the 2023-2031 RHNA Cycle, the requirement is 3,654 new housing units, which must be planned to accommodate a variety of incomes (Table 2). The City is required to ensure that local zoning has sufficient capacity to meet the RHNA at all income levels throughout the period.

Table 2: 2023-2031 RHNA for the City of Monterey
Income Group Totals
Very Low Low Mod Above Mod
RHNA Total
City of Monterey 1,177 769 462 1,246 3,654
The number one constraint to housing development is water supply. Without resolving the City’s water supply issues, housing production will not meet State goals. The City has not satisfied Goal m. “Develop long-term water supplies and conservation methods so that there is sufficient water to implement General Plan goals.”
City staff continues to explore policy and zoning changes to create more opportunities for housing construction.

Program d.2.4. The City will continue to explore with local non-profits and other affordable housing developers strategies and financing alternatives that can be employed to produce new affordable extremely low, low and very low-income housing in the community.

Response: The City entered into a developer agreement with MidPen Housing to provide 100% affordable family rental housing at a City-owned property at the corner of Van Buren and Madison Streets. In 2023, City Council unanimously approved moving ahead with a design which includes 42 units.

Response: In 2023, the City received a Regional Early Action Planning (REAP) Grant from the California Housing and Community Development (HCD) for the implementation of the Sixth Cycle Housing Element and to facilitate compliance with the sixth cycle Regional Housing Needs Assessment (RHNA). Staff continues to work with the developers of the 180 approved housing units on Garden Road.

Conservation Element
Goal e. Encourage the effective and efficient use of energy in all its critical forms by public and private users alike.

Policy e.1. Encourage energy sources, which provide part or all of the energy needed for buildings.

Program e.1.1. Consider aesthetically compatible independent energy sources in new public and private buildings.

Program e.1.2. Encourage energy retrofitting in existing residential and commercial structures.

Policy e.2. Educate the public about energy conservation.

Program e.2.1. Support public education activities that dramatize cost-saving benefits of energy conservation to local consumers.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 16, Packet Page 95

EXHIBIT A
7 Program e.2.2. Encourage the hotel, motel, and restaurant associations to maintain an energy conservation program on a continual basis.

Policy e.3. Work with other local, state and federal agencies, public utilities and community organizations to implement energy conservation and longer-range renewable energy development programs.

Response: In 2017, the City of Monterey was one of the key founders of Monterey Bay Community Power (now Central Coast Community Energy). Central Coast Community Energy is a Community Choice Energy agency established by local communities to source carbon-free electricity for Monterey, San Benito, and Santa Cruz counties and now parts of San Luis Obispo County while retaining PG&E’s traditional role delivering power and maintaining electric infrastructure.

In 2023, this program continues to fulfill the City’s goal to reduce greenhouse gas emissions and increase opportunities for energy saving programs. The City has met its goals to date for the most recent AMBAG greenhouse gas audit.

Open Space Element
Goal c. Preserve greenbelts to ensure an overall visual impression of open space on the hillsides above Monterey, between neighborhoods and along major transportation corridors.

Policy c.1. Maintain greenbelts as open space.

Policy c.2. Coordinate with the County to preserve greenbelts, which form the backdrop of Monterey.

Goal d. Preserve and improve lakes and waterways as important visual, habitat, flood protection, and recreation resources.

Policy d.1. Continue to preserve Lake El Estero, Del Monte Lake, Roberts Lake, Laguna Grande, Washerwoman’s Pond, and Lagunita Mirada as visual open space features.

Policy d.4. Protect native plants, animals, and native habitats in Lake El Estero, Del Monte Lake, and Laguna Grande.

Policy d.5. Continue to support and enhance the public use of the City's lakes. Manage nonnative wildlife such as Canadian Geese.

Policy d.6. Continue to allow active recreational use of the lakes.

Policy d.7. Work with the City of Seaside to preserve and enhance Roberts Lake and Laguna Grande.

Response: City staff has worked with the City of Seaside and Monterey Peninsula Regional Parks District under the Joint Powers Authority for maintenance of Laguna Grande Park. The Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 17, Packet Page 96

EXHIBIT A
8 project will implement maintenance strategies to create a more accessible, safe, and longlasting park for the surrounding community and region.

Safety Element
Goal d. Minimize the loss of life and property from fire.

Policy d.2. Achieve effective emergency access to all developments, installations, and fire protection equipment for emergency apparatus and for evacuation.

Goal h. Ensure prompt and effective services to cope with local emergencies.

Policy h.1. Continue to provide high quality fire, police, and emergency medical services.

Policy h.2. Continue to develop emergency plans to respond to large-scale natural or manmade disasters, such as fires, earthquakes, floods, nuclear attack, terrorist attack, or releases of hazardous materials.

Policy h.3. Continue emergency planning and preparation in cooperation with Monterey County, neighboring cities, and other agencies.

Response: In 2023, with the increased severity and frequency of wildfires in California, community wildfire planning is increasingly important to help prepare for and adapt to wildfire.

Community Wildfire Protection Plans (CWPPs) are a tool to help reduce the severity and impact of wildfires and increase community resilience. A CWPP was developed in 2023 for the Cities of Monterey, Carmel-by-the-Sea, and Pacific Grove. Over 56% of land within these cities is located in a high or very high fire hazard severity zone. The CWPP was developed with input and direction from stakeholders, agency representatives, and community members.

Policy e.5. Develop airport compatibility policies.

Response: In 2023, the City continued work on the Safety Element to update the City’s land use documents to be consistent with the Monterey County Airport Land Use Compatibility Plan.

Economic Element
Policy a.2. Encourage visitor uses which are based on Monterey’s natural setting and history, rather than generic visitor uses without a strong tie to Monterey’s unique features.

Policy a.4. Encourage small businesses and unique locally owned businesses.

Program b.2.1. Promote waterfront-related retail uses and recreational activities in Local Coastal Programs and Specific plans appropriate to the natural resources of each segment of the waterfront as identified in the Urban Design Element.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 18, Packet Page 97

EXHIBIT A
9 Response: In 2023, City staff continued to work with California Coastal Commission staff and local businesses to extend outdoor dining areas to help businesses recover from COVID-19 revenue shortfalls. Outdoor dining areas are also an objective in the Waterfront Master Plan.

Program b.4.1. Investigate ways to support the Naval Postgraduate School and Defense Language Institute so that they remain in the City of Monterey, including provision of services to support the operation of the facilities.

Policy c.4. Support the military uses in the community with essential public services.

Response: The City of Monterey is home to multiple military facilities including the Presidio of Monterey, Naval Post Graduate School, and Fleet Numerical. These facilities are predominately education and research oriented and are a cornerstone of the City’s economy.

The City of Monterey continues to provide essential public works services to its military partners.

There is no boundary between the infrastructure systems and maintenance inside and outside the military bases.

Collaborating with the City’s military partners, the City secured a large grant from the Department of Defense Office of Local Defense Community Cooperation to study issues impacting the region’s military facilities and municipalities. The Monterey Regional Compatible Use Study (CUS) is a collaborative planning effort among a variety of regional stakeholders to identify and address compatible use and communication with and around military installations in Monterey and San Luis Obispo counties. In 2022, the CUS effort directly benefited both the military and surrounding region by: Protecting the health, safety, and welfare of the public and of military personnel; Preserving long-term compatibility between military installations and the surrounding communities to support existing and future military operations; Sustaining the economic vitality of local communities; Enhancing communication and coordination between military installation and community officials and staff; and, Providing tools that support informed decision-making. The project was completed in 2023.

Historic Preservation Element
Program a.1.7. Maintain and update the City’s historic incentive programs to support historic property owners, including grant programs, land use incentives, flexible zoning and parking standards, property tax relief, Historic Building Code, and expedited processing for historic resources.

Response: In 2023, City staff updated the Historic Master List to reflect all historic properties and designations within the City across all historic surveys. The City continued to inspect Mills Act contract properties in the City to ensure compliance with each property’s respective maintenance schedule and investment. City staff continues to monitor Mills Act contracts to encourage preservation of historic properties.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 19, Packet Page 98

EXHIBIT A
10 Appendix A – City of Monterey General Plan Goals, Policies, and Programs Urban Design Element
Goal/Policy Progress
Goal a. Balance natural resources and public
use of the shoreline and Bay, based on
natural features, historic setting, maritime
activities, and public access (see Figure 1).

Background Information – Proposals
reviewed for consistency as proposed
Policy a.1. Conserve and enhance the
environment of the beaches and sand dunes
as natural attractions, and improve public
access consistent with dune preservation
goals. Integrate the beaches and dunes into a
continuous natural setting.

Background Information – Proposals
reviewed for consistency as proposed
Window on the Bay and Beach
Policy a.2. Develop for active park and beach
use, but minimize parking and building
intrusion into the park.

Completed.

The Window on the Bay and Beach have
active park uses (volleyball, tot lot) and
general beach use. Parking and buildings
have been minimized within the park.

Policy a.3. Retain active waterfront activities,
including commercial and sport fishing,
working wharves, boat access, and boat
repair, which show Monterey’s historic
interface with the Bay. Maintain a natural
appearance and maritime use of the water’s
edge.

Background Information – Proposals
reviewed for consistency as proposed
All active waterfront uses have been
retained.

Policy a.4. Keep random mooring concept
intact in the outer harbor because of its
special scenic value.

Background Information – Proposals
reviewed for consistency as proposed
Random mooring concept has been
retained.

Policy a.5. Do not overcrowd the harbor with
boat slips and moorings. A limited number of
boat slips and moorings are appropriate where
they help maintain the visual qualities of the
maritime setting.

Background Information – Proposals
reviewed for consistency as proposed
No boat slips or moorings have been
added in 2023.

Policy a.6. Maintain views, active park use,
and the rocky shoreline at San Carlos Beach
Park.

Background Information – Proposals
reviewed for consistency as proposed
Views, active park and rocky shoreline
have been maintained.

Policy a.7. Protect the rugged coastline and
open up the view to the water and rocky shore
as much as possible while also respecting
historic resources and building footprints over
the water, as noted in the Cannery Row Local
Coastal Program.

Background Information – Proposals
reviewed for consistency as proposed
Coastline, views and rocky shore have
been protected. There has been no
change.

Policy a.8. Preserve and maintain the natural
environment of the Ed Ricketts underwater
park and tidelands.

Background Information – Proposals
reviewed for consistency as proposed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 20, Packet Page 99

EXHIBIT A
11 Ed Ricketts underwater park and tidelands
has been preserved and maintained.

Policy a.9. Enhance the visual qualities of the
Monterey Bay Coastal Trail. Preserve and
enhance views from the Trail to natural
features as much as possible and encourage
access from the trail to the Bay.

Background Information – Proposals
reviewed for consistency as proposed
No change to views has occurred.

Goal b. Preserve the wooded skyline and
foothills, which provide the southern and
eastern framework for the City, including areas
within and beyond the City limits.

Background Information – Proposals
reviewed for consistency as proposed
The City’s Tree Ordinance requires
extensive review and replacements for all
tree removals. The City places a high
priority on preserving the wooded skyline
and foothills.

Policy b.1. The visual skyline and foothills
beyond the city limits should be under the
City’s control. One method of achieving this
would be annexation. The City should engage
in active collaboration with other governmental
agencies and advocate for preservation of the
forested areas.

Background Information – County
proposals reviewed for consistency as
proposed
The County of Monterey refers
development proposals to the City for
review if they impact the scenic hillsides
and vegetation around Monterey.

Policy b.2. New development in the ridge
areas should be sensitively located to
preserve the forested setting. Development in
the ridge areas should not silhouette against
the skyline.

Background Information – Proposals
reviewed for consistency as proposed
Policy b.3. Trees in forested areas should be
preserved, and denuded areas should be
reforested where feasible.

Background Information – Proposals
reviewed for consistency as proposed
The City’s Tree Ordinance requires
extensive review and replacements for all
tree removals.

Policy b.4. Foothill areas can be preserved by
allowing low-density development, or clustered
development with open space.

Background Information – Proposals
reviewed for consistency as proposed
No developments proposed.

Policy b.5. Development in forested areas
should not create obvious holes in the forest.

Background Information – Proposals
reviewed for consistency as proposed
The City’s Tree Ordinance requires
extensive review and replacements for all
tree removals.

Policy b.6. Trails in forested areas are
encouraged to allow for passive public
enjoyment of the natural setting.

Background Information – Proposals
reviewed for consistency as proposed
Goal c. Respect and retain the wooded
canyons as distinctive natural features, as the
natural separation of neighborhoods, as
Background Information – Proposals
reviewed for consistency as proposed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 21, Packet Page 100

EXHIBIT A
12 locations for scenic roadways, and as
recreational opportunities.

Policy c.1. Maintain the canyons and their
native vegetation throughout their lengths.

Background Information – Proposals
reviewed for consistency as proposed
Goal d. Maintain lakes and waterways, and
natural drainage.

Background Information – Proposals
reviewed for consistency as proposed
Policy d.1. Discourage proliferation of surface
parking and other hard surface, man-made
improvements at Lake El Estero.

Background Information – Proposals
reviewed for consistency as proposed
No changes proposed.

Policy d.2. Coordinate with the Naval
Postgraduate School to allow use of Del
Monte Lake as an historic public view and
recreation resource.

Several years ago, the Navy installed a
new metal open-slat fence allowing views
of the lake. Military facilities are closed for
safety and the City does not anticipate reopening of military bases to the general population.

Policy d.3. Coordinate with the City of
Seaside to assure that Roberts Lake and
Laguna Grande remain as marsh habitat and
scenic resources for both Seaside and
Monterey.

Background Information – Proposals
reviewed for consistency as proposed
City has reinvigorated the Laguna Grande
Joint Powers Authority (JPA) to discuss
Laguna Grande Lake.

In 2023, the City has continued to
coordinate with JPA member agencies to
develop a trails enhancement and
maintenance strategy to preserve and
enhance habitat and scenic resources.

The JPA is preparing to commence State
and Federal agency permitting.

Goal e. Historic buildings, gardens, districts,
and their settings should continue to be
protected and restored, keeping the flavor of
the past. (See also the Historic Preservation
Element.)
Background Information – Proposals
reviewed for consistency as proposed
City’s Historic Ordinance protects historic
sites.

Policy e.1. Protect and enhance the setting of
historic buildings.

Background Information – Proposals
reviewed for consistency as proposed
City’s Historic Ordinance protects historic
sites.

Policy e.2. Respect the scale of historic
buildings by careful design of adjacent
buildings
Background Information – Proposals
reviewed for consistency as proposed
City’s Historic Ordinance protects historic
sites.

Policy e.3. Maintain the downtown path of
history and develop additional paths of history
in areas like Cannery Row, Presidio of
Monterey and other historic areas.

A current Community Neighborhood
Improvement Project is considering
possible improvements to the Path of
History.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 22, Packet Page 101

EXHIBIT A
13 Goal f. Maintain existing vistas and seek to
improve new vista points seen from roadways,
parks, and other public spaces. Collaborate
with other agencies to protect city vistas and
scenic amenities.

Background Information – Proposals
reviewed for consistency as proposed
Policy f.1. Campuses: Maintain large
campuses as open space amenities within
Monterey (e.g., Monterey Peninsula College,
Naval Postgraduate School, Defense
Language Institute, Monterey Peninsula
Unified School District, and private school and
college sites). Fencing and walls on these
large sites should be screened by landscape
elements, rather than being placed between
landscape elements and streets or vistas.

Background Information – Proposals
reviewed for consistency as proposed
Policy f.2. Monterey Bay Park: Complete
Monterey Bay Park.

Background Information – Proposals
reviewed for consistency as proposed
No changes have been proposed.

Policy f.3. Wharf and Cannery Row: Maintain
and enhance vistas.

Background Information – Proposals
reviewed for consistency as proposed
No changes have been proposed.

Policy f.4. Del Monte Lake at Navy School:

Open up and maintain the vista of Del Monte
Lake from Del Monte Avenue.

Background Information – Proposals
reviewed for consistency as proposed
No changes have been proposed.

Policy f.5. Freeway: Preserve and enhance
the view of the bay, the dunes, Laguna
Grande, Roberts Lake, and wooded hillsides.

Background Information – Proposals
reviewed for consistency as proposed
Policy f.6. Del Monte Avenue: Screen the
commercial area along Del Monte Avenue
from Seaside to Washington Street.

Background Information – Proposals
reviewed for consistency as proposed
No changes have been proposed.

Policy f.7. Lighthouse Curve: Preserve and
enhance views of the Presidio and the Harbor.

Background Information – Proposals
reviewed for consistency as proposed
Views have been preserved.

Policy f.8. Remove overhead wires. Background Information – Proposals reviewed for consistency as proposed
New wireless proposals are being
reviewed for consistency with the City
Code. The City Code requires
undergrounding in certain circumstances.

Policy f.9. Discourage high levels of ambient
light and maintain night skies where stars can
be seen.

Background Information – Proposals
reviewed for consistency as proposed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 23, Packet Page 102

EXHIBIT A
14 Policy f.10. Encourage parking to be placed
underground or away from the street to
improve the pedestrian experience.

Background Information – Proposals
reviewed for consistency as proposed
Goal g. Landscape elements should be
consistent and compatible within each area.

Background Information – Proposals
reviewed for consistency as proposed
Policy g.1. Use landscaping for framing
vistas.

Background Information – Proposals
reviewed for consistency as proposed
Policy g.2. Favor native species. Background Information – Proposals reviewed for consistency as proposed
Policy g.3. Discourage noxious invasive
plants such as genista, pampas grass, ice
plant, and Kukui grass where appropriate by
direct action and educating the public that
these are not appropriate landscape materials.

Background Information – Proposals
reviewed for consistency as proposed
Policy g.4. Use landscaping to screen parking
lots and structures, including Del Monte
Center, from freeway.

Background Information – Proposals
reviewed for consistency as proposed
Policy g.5. Protect existing cypress, Monterey
pine, and coast live oak trees in urban and
historic contexts, replant when removal is
necessary, and retain the health of the stands.

Background Information – Proposals
reviewed for consistency as proposed
The City’s Tree Ordinance requires
extensive review and replacements for all
tree removals.

Policy g.6. Use trees to soften existing
parking structures.

Background Information – Proposals
reviewed for consistency as proposed
Policy g.7. Use landscaping to screen parking
where appropriate.

Background Information – Proposals
reviewed for consistency as proposed
Policy g.8. Encourage planting of trees on
public and private land throughout the City of
Monterey.

Background Information – Proposals
reviewed for consistency as proposed
Goal h. Protect and enhance scenic
entrances shown on Figure 2, which follow a
parkway concept.

Background Information – Proposals
reviewed for consistency as proposed
Policy h.1. Significant natural features within
scenic corridors should be preserved and
enhanced to the maximum extent possible in
the design and construction of scenic
entrances. These natural features include:
ridgelines, hilltops, rock outcroppings, stream
and creek beds, scenic vistas, wildlife habitats,
Monterey pine and oak groves, and other
significant natural vegetation.

Background Information – Proposals
reviewed for consistency as proposed
Policy h.2. Highway construction grading
should not take place outside the roadway
right-of- way.

Background Information – Proposals
reviewed for consistency as proposed
No changes proposed.

Policy h.3. Consideration should be given to
using bridges for crossing wooded canyons.

Highways should be designed to blend with
Background Information – Proposals
reviewed for consistency as proposed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 24, Packet Page 103

EXHIBIT A
15 the natural topography and prevent large cutand-fill operations.No changes proposed.

Policy h.4. Roadway lighting and signing
should be minimized, of low-profile design,
and designed to enhance the scenic character
of the corridor.

Background Information – Proposals
reviewed for consistency as proposed
City installed new community wayfinding
signs to reduce visual clutter and improve
the City’s scenic entrances.

No new roadway lighting has been
installed.

Policy h.5. Bridge abutments and drainage
structures should be blended into the natural
terrain as much as possible.

Background Information – Proposals
reviewed for consistency as proposed
Policy h.6. Where feasible, direct driveway
access to scenic entrances should not be
permitted from individual properties. Most of
the scenic corridors run through wooded
canyons and create a rural feeling. This effect
will be destroyed if residences are permitted to
line the roadway in a manner similar to
Josselyn Canyon Road.

Background Information – Proposals
reviewed for consistency as proposed
No changes proposed.

Policy h.7. Frontage roads should not parallel
scenic freeway lanes unless screened by
terrain or vegetation. Frontage roads detract
from the scenic qualities of an area and
should be located within an adjacent
development or screened by natural features
where possible.

Background Information – Proposals
reviewed for consistency as proposed
No changes proposed.

Policy h.8. Landscaped greenbelt areas
should be established along the borders of
scenic entrances.

Background Information – Proposals
reviewed for consistency as proposed
No changes proposed.

Policy h.9. Landscape buffers should be
provided at least 100 feet in width from the
ultimate planned right-of-way of Statedesignated scenic highways.

Background Information – Proposals
reviewed for consistency as proposed
Policy h.10. Developments visible from
Scenic Entrances should blend into the natural
surroundings and not detrimentally impact
significant natural features such as the
wooded ridgeline, hilltops, etc.

Background Information – Proposals
reviewed for consistency as proposed
Highway 1
Policy h.11. Maintain existing vistas of the
city, forest, bay and dunes.

Background Information – Proposals
reviewed for consistency as proposed
Vistas have been maintained.

Policy h.12. Prohibit new commercial signing
which is oriented to freeways and phase out
Background Information – Proposals
reviewed for consistency as proposed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 25, Packet Page 104

EXHIBIT A
16 existing commercial signing which is oriented
to freeways.

No changes proposed.

Policy h.13. Screen industrial elements. Background Information – Proposals reviewed for consistency as proposed
Policy h.14. Work with Caltrans to maintain or
reinforce native landscaping, with appropriate
planting.

Future project
Policy h.15. Encourage designation of all of
Highway 1 as a scenic highway.

Partially designated – need to pursue
Policy h.16. Reverse the visual degradation
of scenic forests.

Background Information – Proposals
reviewed for consistency as proposed
The City’s Tree Ordinance requires
extensive review and replacements for all
tree removals.

Policy h.17. Avoid further illumination from
Community Hospital of the Monterey
Peninsula.

Background Information – Proposals
reviewed for consistency as proposed
No changes proposed.

Policy h.18. Screen buildings close to the
Highway with native vegetation, such as
Monterey pines, oaks, and cypress.

Background Information – Proposals
reviewed for consistency as proposed
Monterey Salinas Highway
Policy h.19. Reverse the visual degradation
of scenic forests.

Background Information – Proposals
reviewed for consistency as proposed.

The City’s Tree Ordinance requires
extensive review and replacements for all
tree removals.

Policy h.20. Avoid further illumination along
Ryan Ranch and Garden Road Business Park
areas.

Background Information – Proposals
reviewed for consistency as proposed.

Policy h.21. Screen buildings close to the
Highway with native vegetation, such as Coast
Live Oak.

Background Information – Proposals
reviewed for consistency as proposed.

Policy h.22. Maintain the scenic corridor.

Munras Avenue
Background Information – Proposals
reviewed for consistency as proposed.

Policy h.23. Encourage use of native trees on
the motel side of the street to be more
compatible with Don Dahvee Park.

Background Information – Proposals
reviewed for consistency as proposed.

Del Monte Avenue
Policy h.24. Enhance the excellent scenic
value in the central portion by the Naval
Postgraduate School, and make the scenic
resources more evident to the public.

Background Information – Proposals
reviewed for consistency as proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 26, Packet Page 105

EXHIBIT A
17 Policy h.25. Enhance both ends by filling in
missing portions of landscaping and
eliminating clutter from signs, wires, poles, etc.

Background Information – Proposals
reviewed for consistency as proposed.

Park improvements continue to be made.

Aguajito, Jacks Peak, and Monhollan
Roads
Policy h.26. Maintain a low-speed scenic road
and retain the informal and natural quality.

Background Information – Proposals
reviewed for consistency as proposed.

Pacific Street
Policy h.27. Plant out the Heritage Harbor
parking structure using native trees such as
cypress.

Background Information – Proposals
reviewed for consistency as proposed.

Policy h.28. Maintain the natural setting of
upper Pacific Street and the street tree canopy
along lower Pacific Street.

Background Information – Proposals
reviewed for consistency as proposed.

Land Use Element
Goal/Policy Progress
Goal a. Maintain a Land Use Plan Map to
guide future development and land use.

Land Use Plan Map is maintained.

Policy a.1. Implement the Land Use Plan
using the Land Use Plan Map (Figure 3) and
the following land use categories:
- Residential
- Public/Semi Public
- Parks, Recreation, Open Space
- Industrial
- Commercial
Implemented
Goal b. Direct future population growth into
mixed use neighborhoods. The City's goal is
to create and nurture mixed use
neighborhoods that: 1) Reduce automobile
trips; 2) Improve the quality of the pedestrian
experience; 3) Create walkable
neighborhoods; 4) Provide more ownership
opportunities; 5) Increase the stock of
housing affordable to Monterey's work force;
6) Require high-quality design to complement
Monterey's image; and 7) Improve
neighborhood-oriented services.

In Process
City adopted three specific plans that directs
future growth into the City’s mixed use
neighborhoods.

Policy b.1. Create implementation tools,
such as specific plans, to include design
concepts, development guidelines, and
capital improvement programs for mixed use
neighborhoods. Emphasize attractive
pedestrian, bicycle and transit access, which
may require improved sidewalks, crosswalks,
and various public way improvements. The
City encourages owner occupied units,
Completed
City adopted three Specific Plans and
Multimodal Mobility Plan.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 27, Packet Page 106

EXHIBIT A
18 innovative site planning and tailoring the
design and density to fit with the
neighborhood. Mixed use developments are
encouraged to be attractive in design, hide
parking from the street, share parking, create
a pleasant pedestrian environment, and
provide a transition into the residential zones
through good site planning and design.

Policy b.2. Follow the existing policy
directions in the Highway 68 Plan and Old
Capitol Site Memorandum of Understanding
for residential development south of Highway

1. Workforce housing on the City owned
Ryan Ranch, mixed use housing in the Ryan
Ranch Business Park and multifamily
housing on the southside of Garden Road
may be considered in order to provide
housing in proximity to a major employment
center.
2019/2020: City completed Old Capitol Site
and site was acquired as a City park.
2019: The City Council amended this policy
to expand housing opportunities to Garden
Road allowing residential development in an
office park setting.

Since 2020, the City has approved
entitlements for housing units on the south
side of Garden Road. These housing units
were either retrofits of existing buildings or
new construction. Water supply continues to
significantly constrain all housing
development.

Policy b.4. Reinforce the visual, pedestrian,
and bicycle connection between City
neighborhoods and the Bay so that residents
have exceptional non-automobile access to
the Bay.

Background Information – Proposals
reviewed for consistency as proposed.

City adopted Multimodal Mobility Plan, writes
grants, and implements as funding available.

Circulation Element
Goal/Policy/Program Progress
Goal a. Improve transportation and parking
systems by managing them more effectively
before investing in costly roadway and
parking expansion projects.

Ongoing
Proposals are reviewed for compliance.

Transportation Demand Management (TDM)
strategies are implemented if feasible.

Policy a.1. Adopt a Transportation Systems
Management (TSM) program to improve the
effectiveness of the transportation system.

The TSM will include:
 a traffic-adaptive signal system that
interconnects and coordinates traffic
signals to optimize the flow of traffic
along the arterial street network;
 directional and variable message
signs (VMS) located at the main
entrances to the city directing visitor
traffic to parking supply and
uncongested routes; dynamic signs
located close to public parking that
Ongoing
The City’s TDM program/website is active,
and the City has reached out to major
employers to promote TDM. Implementation
of adaptive signal system is ongoing. VMS
are implemented during summer (high traffic)
months. Recreation Trail performance
standards have been discussed but are
difficult to implement and monitor.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 28, Packet Page 107

EXHIBIT A
19 display available parking spaces
using real-time information and
flexible parking rates developed in the
parking programs;
 advance traveler information (ATI) via
the Internet (for example, satellite
parking, preferred routes for special
events); and
 performance standards for the
Recreation Trail.

Policy a.2. Adopt and update every five
years an MMMP that defines a pedestrian
and bicycle network and supports the local
transit system. The MMMP shall:
 increase connectivity between
neighborhoods and major
destinations, such as transit, parks,
public facilities, schools, commercial
service and employment centers,
residential neighborhoods, and
parking structures,
 promote transit service for residents,
employees, and visitors;
 identify a long-term funding program for
local transit system service and
facilities with dedicated revenue
sources (e.g., citywide traffic impact
fees, dedicated sales tax); and
 identify programs that encourage
employers to use flexible work
schedules, and provide preferential
treatment to rideshare vehicles (e.g.,
reserved parking spaces and/or
reduced parking fees in city lots).

MMMP was updated and adopted in 2021.

Policy a.3. Adopt parking programs that
maximize occupancy of public parking spaces to
minimize parking impacts in adjacent residential
neighborhoods. The parking programs shall:
 establish clear guidelines for providing,
coordinating, and managing parking in
the City according to the policies and
programs identified in the Parking
section of the Circulation Element,
Area Plans, Specific Plans or Master
Plans;
 provide for long-term parking needs;
 identify satellite parking east of
Lighthouse Tunnel to serve visitors
during peak periods of demand and
ensure transit system service to those
Ongoing
The City continues to implement the
residential parking permit program. The City
is updating parking garage technology and
has installed wayfinding signage directing
people to parking.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 29, Packet Page 108

EXHIBIT A
20 locations;
 optimize parking resources, enhance
public safety, support City businesses,
and encourage increased use of
alternative transportation;
 develop on-site parking requirements
along local transit system routes that
avoid creating parking impacts on
adjacent residential neighborhoods;
and
 establish a parking fee structure for
public parking to promote (a) use of
alternative modes of transportation
while discouraging personal vehicle
trips; (b) visitor parking for long periods
of time and use of the local transit
system; and (c) employee use during
off-peak periods without significantly
reducing revenues.

Goal b. Apply land-use planning tools and
strategies that support the City's circulation
goals and direct growth to areas best served
by alternative modes of transportation.

Ongoing
Mixed-use neighborhoods and specific plans
direct growth to these areas.

Policy b.1. Use land-use policies to
concentrate development within walking
distance of the transit system to reduce the
overall demand for travel and minimize the
traffic impacts of development.

Specific plans direct growth to these areas.

Program b.1.1. Encourage master plans that
incorporate transit/pedestrian-oriented design
(TOD/POD) standards for areas planned for
development of mixed-use neighborhoods.

Specific plans encourage TOD/POD.

Policy b.2. Adopt a parking impact fee and
traffic impact fee for all new development
within the mixed-use neighborhoods defined
in the Land Use Element that will fund
alternative modes of transportation as
outlined in the MMMP.

Efforts were made to adopt a traffic impact
fee, but it did not receive support.

Policy b.3. Encourage mixed-use
development to maximize the shared use of
on-site parking spaces.

Specific Plans encourage mixed-use
development and shared parking.

Policy b.4. Incorporate retail, office, or
residential community uses into the design of
public parking structures.

Specific Plans require active ground uses.

Policy b.5. Do not support non-aviation uses
within the Monterey Peninsula Airport District
that create unnecessary traffic impacts in
adjacent residential neighborhoods.

Proposals are reviewed for compliance
and/or scheduled to Airport Land Use
Commission review.

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EXHIBIT A
21 Goal c. Provide a safe, efficient, wellmaintained, and environmentally sound roadway system that supports the “complete
streets” concept of equality of choice among
all modes of transportation.

A Complete Streets policy has been
incorporated into a draft update to the City’s
Circulation Element.

Policy c.1. Monitor the transportation system
to determine when transportation
management programs must be
implemented.

Staff encourages TDM strategies and
monitoring by major employers.

Policy c.2. Continue to work closely with
Army officials to reopen to civilian automobile
traffic at least one route across the Presidio
of Monterey.

Ongoing efforts between City staff and Army.

Policy c.3. Identify and implement street
improvements to address high accident rates
for motorists, pedestrians, and bicyclists,
even if such improvements result in
increased traffic congestion.

City staff continually monitors accident rates
and trends. Staff applied for grant funding
from the Safe Streets and Roads for All
Federal Grant to develop a local road safety
plan which will utilize a data driven approach
to identify rates and trends and proven
countermeasures to address the trends.

Program c.3.1. Reduce unsafe conflict points
on all major and minor arterial streets by
avoiding trap lanes and providing left-turn
lanes at intersections.

Staff has made ongoing efforts to plan for a
left-turn lane at the intersection of Del Monte
Ave. and Sloat Ave.

Program c.3.2. Place the highest priority on
projects that reduce high accident rates.

City staff continually monitors accident rates
and trends. Staff applied for grant funding
from the Safe Streets and Roads for All
Federal Grant to develop a local road safety
plan which will utilize a data driven approach
to identify rates and trends and proven
countermeasures to address the trends.

Program c.3.3. Develop roadway safety
improvement projects that result in selfenforcing conditions and require a minimum amount of signage in order to reduce driver
confusion.

This is a goal in the neighborhood traffic
calming plans, which will be implemented if
feasible.

Policy c.4. Create and maintain a roadway
system that is safe, unobtrusive, and easy to
use for all modes of transportation.

City adopted Multimodal Mobility Plan to
address this issue.

Program c.4.1. Consider the needs of
buses, bicyclists, and pedestrians when
planning road improvements.

City adopted Multimodal Mobility Plan to
address this issue.

Program c.4.2. Update the directional
signage program to primary destinations.

Ongoing citywide wayfinding program will
update all signage.

Policy c.5. Preserve the city’s character and
valuable resources in future roadway
improvements to the transportation system.

Proposals are screened for compliance.

Program c.5.1. Respect the character and
type of surrounding land uses through the
design and use of streets.

Proposals are screened for compliance.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 31, Packet Page 110

EXHIBIT A
22 Program c.5.2. Preserve natural and historic
resources and maintain scenic views when
siting and developing new roads.

Proposals are screened for compliance.

Program c.5.3. Incorporate appropriate
landscaped medians, parkways, signs,
utilities, street furniture, sidewalks, and
bicycle lanes into transportation projects.

City adopted Move Monterey Plan to address
this issue.

Program c.5.4. Maintain the major entrances
to the city as scenic, landscaped corridors.

Proposals are screened for compliance.

Program c.5.5. Establish landscaped
greenbelt areas along the borders of scenic
highways.

Proposals are screened for compliance.

Policy c.6. Implement a street classification
system (Figure 5 and Table 4) that identifies
the functions of streets according to the
American Association of State Highway and
Transportation Officials (AASHTO) street
classifications.

City adopted Move Monterey Plan to address
this issue.

Program c.6.1. Limit direct access from
private property to State highways.

Proposals are screened for compliance.

Program c.6.2. Through-traffic movement
along major arterial streets takes precedence
over access to adjacent land uses and traffic
access from side streets.

Proposals are screened for compliance.

Program c.6.3. Avoid mid-block median
openings and direct driveway access for
individual properties along major arterial
streets.

Proposals are screened for compliance.

Program c.6.4. Design minor arterial streets
to carry traffic along the fringe of and around
residential neighborhoods.

Proposals are screened for compliance.

Program c.6.5. Discourage and impede
through traffic on local streets through
residential neighborhoods.

This is a goal in the neighborhood traffic
calming plans, which will be implemented if
feasible.

Program c.6.6. Carry the local transit routes
on minor arterial streets.

Staff has ongoing coordination with MST.

Program c.6.7. Provide direct access to
adjacent land uses and circulation within
residential neighborhoods and commercial
districts on collector streets.

Proposals are screened for compliance.

Policy c.7. Continue to maintain streets
using the City’s Pavement Management
System (PMS).

These are ongoing maintenance efforts.

Policy c.8. Minimize traffic impacts in
residential neighborhoods by routing truck
and through traffic onto highways and arterial
streets, even where such routing is not the
shortest distance between two points.

The City has implemented truck routes that
address this issue.

Program c.8.1. Implement the truck route
system (Figure 7 and Table 5) by posting
The City has implemented truck routes that
address this issue.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 32, Packet Page 111

EXHIBIT A
23 truck route signage directing truck traffic
around residential areas.

Program c.8.2. Implement the visitor route
system (Figure 6 and Table 6).

The ongoing citywide wayfinding program
addresses this issue.

Policy c.9. Implement design and selfenforcing solutions rather than traffic control devices to slow and discourage through
traffic in residential areas.

This is a goal in the neighborhood traffic
calming plans, which get implemented if
feasible.

Program c.9.1. Encourage implementation of
the adopted City Traffic Calming Program.

Ongoing
Program c.9.2. Install traffic calming devices
(e.g., textured crosswalks and landscaped
medians) according to adopted neighborhood
traffic calming plans.

Ongoing
Program c.9.3. Limit the use of speed limit
signs and warning signs to alert motorists to
conditions or laws that are not obvious.

This is a goal in the neighborhood traffic
calming plans, which get implemented if
feasible.

Policy c.10. Complete the widening of Del
Monte Avenue.

There are no current plans to widen Del
Monte Avenue.

Policy c.11. Improve traffic flow on Del
Monte Avenue at Washington Street.

Staff is continuing to apply for grants to
reconfigure this intersection.

Program c.11.1 Install an attractive
landscape median at the intersection of
Washington Street and Del Monte Avenue to
restrict pedestrians and vehicles from
crossing Del Monte Avenue. Include
operational improvements to Figueroa Street
and converting Tyler Street to two-way
between Del Monte Avenue and Franklin
Street.

Staff is continuing to apply for grants to
reconfigure this intersection. Operational
improvements to Figueroa were made with a
bicycle push button. Tyler has not been
converted.

Program c.11.2 Improve the pedestrian
connection from Washington Street and Del
Monte Avenue to the Alvarado Mall.

Staff is continuing to pursue ideas.

Program c.11.3 To better link the Downtown
with the waterfront, construct an attractive
pedestrian bridge between Spanish Plaza
and the Wharf parking lot to provide a direct
bicycle connection from Downtown to the
Recreation Trail.

Future project.

Policy c.12. Maintain two-way traffic on
Lighthouse Avenue to enhance the
pedestrian experience and business
environment and improve traffic safety.

Two-way traffic is maintained.

Program c.12.1. Implement a capital
improvement project to design, fund and
operate a long-term traffic solution for
Lighthouse Avenue.

There has been no consensus on a solution
for Lighthouse Avenue.

Policy c.13. Support capacity improvements
on State highways because these routes are
the primary entrances into the City.

Staff continues to pursue this issue.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 33, Packet Page 112

EXHIBIT A
24 Program c.13.1. Support Holman Highway
68 widening to four lanes along the entire
length. The design of this project should
minimize impacts along the ridgeline and to
the forested environment.

Staff supported a roundabout, which
increased capacity, rather than widening.

Program c.13.2. Support Monterey-Salinas
Highway 68 widening to four lanes of
expressway or a new off-alignment bypass
facility.

Staff is supporting a TAMC project for
roundabouts instead of widening to increase
capacity.

Program c.13.3. Support Highway 1
widening to six lanes between Highway 218
and the Fremont Boulevard interchange in
Sand City.

Future program
Policy c.14. Implement operational
improvements on major arterial streets so
that traffic can safely enter the city without
backing up on Highway 1.

The adaptive signal systems are helping this
issue.

Program c.14.1. Improve the intersection
operations of Fremont Street Interchange and
Camino Aguajito to maximize flow along the
major arterial and reduce congestion.

The adaptive signal system is providing
operational improvements that alleviate
congestion on Highway 1.

Policy c.15. Continue to coordinate with
Caltrans and TAMC to identify improvements
and funding for improvements to Highway 1,
Highway 68 and other locations within the
City deemed important to the function of the
regional transportation network so that the
LOS standards for such facilities are met.

This intersection is under Caltrans control.

The City is working with Caltrans in order to
expand the traffic signal adaptive system to
Caltrans intersections.

Goal d. Promote a pedestrian/bicycle-friendly
environment where public spaces, streets,
and off-street paths offer a level of
convenience, safety, and attractiveness that
encourage and reward the use of alternative
modes of transportation.

The adopted Move Monterey Plan and
Specific Plans promote this goal.

Policy d.1. Build on the success of the
Recreation Trail to make walking and
bicycling through Monterey safe and
enjoyable.

Staff continues to support Recreation Trail
enhancements.

Program d.1.2. Install adequate lighting along
Class I bike trails.

Staff supports adequate lighting whenever
feasible.

Program d.1.3. Plan and support a
continuous east west Class I/Class II bikeway
that connects the Monterey Peninsula with
Salinas.

Staff is supporting TAMC’s efforts with this
effort.

Program d.1.4. Enhance public awareness of
bicycling laws and the proper use of bikeways
through enforcement, bicycle safety programs,
and bikeway design.

The City received an Office of Traffic Safety
grant and implemented an education
program.

Policy d.2. Provide ample space on the
Recreation Trail to reduce conflicts between
Staff applied for a grant to widen the
Recreation Trail but did not receive it.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 34, Packet Page 113

EXHIBIT A
25 different users, including bicyclists, in-line
skaters, non-motorized scooters, pedestrians,
and surreys.

Program d.2.1. Maintain a minimum width of

6.7 meters (22 feet) on high-volume
segments and a minimum width of 4.3 meters
(14 feet) on other segments.

Ongoing
Program d.2.2. Limit the number of surreys
that may be rented for use on the Recreation
Trail at any one time.

The number of surreys is limited by use
permit.

Policy d.3. Create an integrated, safe, and
convenient pedestrian system connecting city
neighborhoods, schools, recreation areas,
commercial areas, and places of interest.

Develop, implement, and maintain a
pedestrian chapter of the MMMP to include:
 sidewalks and paths to complete a
continuous pedestrian network
throughout the community,
 sidewalk design standards requiring a
minimum width of 6 feet for a pleasant
pedestrian and wheelchair
environment in commercial business
districts and a minimum usable,
unobstructed width of 4 feet clear
space for Special Needs Groups; and
 amenities for alternative
transportation methods, such as
bicycles, scooters, and mopeds in the
commercial districts and along the
Recreational Trail (e.g., special
parking places, bicycle racks, storage
lockers, etc.).

The Move Monterey Plan discusses these
issues.

Policy d.4. Establish and maintain
pedestrian-friendly environments in
commercial areas.

The City adopted specific plans that help
create pedestrian friendly environments.

Program d.4.1. Require newly proposed
developments in commercial areas to provide
sidewalks or pedestrian connections to
surrounding areas, adjacent transit facilities,
and/or other travel facilities during
development review.

The City adopted specific plans that help
create pedestrian friendly environments.

Program d.4.2. Underground utilities in
commercial business districts to maintain
adequate space for pedestrians and to
improve the shopping environment.

The City has adopted an ordinance to require
undergrounding of new wireless facilities in
certain circumstances.

Program d.4.3. Create an attractive
pedestrian environment by providing “buffers”
separating pedestrians and vehicular traffic
The Move Monterey Plan addresses this
issue.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 35, Packet Page 114

EXHIBIT A
26 (e.g., street trees, on-street parking, and
public furniture).

Program d.4.4. Improve pedestrian
circulation in the downtown area by improving
pedestrian connections between Calle
Principal and Washington Streets.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Program d.4.5. Improve pedestrian
circulation between Cannery Row and
Lighthouse Avenue.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Policy d.5. Design intersections to improve
pedestrian safety, minimize pedestrian
crossing distances, and reduce signal time
needed to serve non-vehicle movements.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Program d.5.1. Install curb extensions to
minimize the time needed for pedestrians to
cross busy streets.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Program d.5.2. Provide sidewalk curb ramps
in all major activity areas and commercial
centers in accordance with the Americans
with Disabilities Act.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Policy d.6. Develop pedestrian and bicycle
paths in hillside and other open-space areas
as part of the regional trail system and/or as
links between major greenbelt and recreation
areas.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Policy d.7. Cooperate with other Peninsula
cities to complete the Monterey Bay Coastal
Trail as planned, including connections to
parks and green belts.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Policy d.8. Maintain designated bicycle
routes as attractive and safe transportation
facilities that provide a viable alternative to
auto travel into and throughout the city.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Program d.8.1. Encourage bike lanes, bike
racks, bike lockers, employee shower and
changing facilities in new developments.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Policy d.9. Maintain the Recreation Trail as
an attractive and safe recreation facility along
the waterfront area that also provides a
critical link for non-auto travel throughout the
city.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Program d.9.1. Identify in the MMMP a Class
I or Class II bike route connecting each
neighborhood to the Recreation Trail.

The Move Monterey Plan addresses this
issue, and staff implements it if feasible.

Program d.9.2. Include a Class II bike route
connecting Fremont Street to the Recreation
Trail along the Camino Aguajito alignment in
the City’s MMMP.

Completed
Policy d.10. Support efforts by regional and
state agencies to establish bike and
Staff continually supports these efforts.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 36, Packet Page 115

EXHIBIT A
27 pedestrian paths along Monterey/Salinas
Highway (Highway 68).

Goal e. Optimize the use of Monterey’s
existing parking supply to minimize the
amount of land dedicated to parking needs,
especially in commercial business districts
and along the scenic coastline.

Staff has explored more efficient use of
existing parking facilities.

Policy e.1. Explore opportunities to provide
additional parking to serve employees in the
south Downtown.

Staff has explored more efficient use of
existing parking facilities.

Policy e.2. Study the use of assessment
districts to fund and develop new parking
solutions where shortages exist (for example,
the Cass / Eldorado Area).

Future project
Policy e.3. Establish appropriate time limits
for parking in commercial business districts to
support local businesses and encourage use
of the local shuttle.

Appropriate time limits have been
established.

Policy e.4. Survey land uses, public parking
supplies, and available alternative modes of
transportation prior to considering changes in
parking requirements.

Ongoing
Policy e.5. Design attractive pedestrian ways
through parking lots to enable pedestrians to
reach their destinations in a safe manner.

Future project
Policy e.6. Establish locations for visitor
recreational vehicle parking that are served by
the local shuttle.

RV parking is available at the Waterfront
parking lot. This area is within a short
walking distance of shuttle stops.

Policy e.7. Major special events with limited
parking should provide direct and affordable
transit service to satellite parking locations.

Staff reviews TDM measures for special
events.

Policy e.8. Identify affordable employee
parking locations in the Downtown and
Cannery Row areas to minimize the impacts
on residential neighborhoods.

Staff continually supports this effort through
TDM.

Program e.8.1. Identify and develop
peripheral and satellite parking facilities for
employees. Work with businesses to fund the
construction and maintenance of parking
facilities, and to develop shuttle service
where necessary.

Staff continually supports this effort through
TDM.

Program e.8.2. Work with employers in
business districts to offer incentives for
employees to take transit, ride bikes, or walk
to work or to park in designated areas.

Staff continually supports this effort through
TDM.

Policy e.9. Improve utilization of existing
parking and create new parking opportunities
through partnerships and cooperation in
Staff continually supports this effort through
TDM. Specific Plans and mixed-use areas
encourage shared parking.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 37, Packet Page 116

EXHIBIT A
28 order to meet parking needs with fewer total
spaces.

Program e.9.1. Rely on shared parking to
minimize the number of parking spaces left
unoccupied during peak demand.

Staff continually supports this effort through
TDM. Specific Plans and mixed-use areas
encourage shared parking.

Program e.9.2. Work with businesses and
churches to make on-site parking spaces
available for the general public during hours
those parking spaces would otherwise be
unused.

Staff continually supports this effort through
TDM. Specific Plans and mixed-use areas
encourage shared parking.

Program e.9.3. Create joint-use agreements
to share parking at existing facilities for the
use of new developments at locations with
complementary parking patterns (e.g.,
residential and office).

Staff continually supports this effort through
TDM. Specific Plans and mixed-use areas
encourage shared parking.

Program e.9.4. Dedicate van/carpool parking
spaces in public parking lots based on
demand.

Staff continually supports this effort through
TDM.

Program e.9.5. Dedicate motorcycle parking
spaces in public parking lots and on-street
where feasible.

Staff continually supports this effort.

Program e.9.6. If existing parking lots are
developed with new construction, investigate
opportunities to replace the lost parking
spaces.

Opportunities to replace lost parking are
investigated.

Program e.9.7. Investigate partnerships with
public and private entities for multi-purpose
parking facilities.

Staff continually supports this effort through
TDM.

Policy e.10. Reduce employee and student
parking spillover into neighborhoods using
residential permit parking.

The City administers a residential parking
program.

Program e.10.1. Establish or expand
residential permit parking areas where
parking occupancy levels exceed 70% of
capacity and a majority of residences have
signed a petition supporting proposed permit.

Staff continually supports this effort.

Program e.10.2. Periodically review
neighborhoods with residential permit parking
programs to maximize the effectiveness of
the program.

Staff reviews neighborhoods with these
programs if the request is made.

Goal f. Provide an attractive and convenient
transit service for Monterey citizens,
especially those in the community who can
not or choose not to own a private
automobile.

Staff continually supports this effort.

Policy f.1. Work with MST to operate transit
on the city’s major and minor arterial streets,
maintaining an average headway that does
not exceed 20 minutes during the a.m. and
p.m. peak commute hours.

Staff continually supports and coordinates
with MST.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 38, Packet Page 117

EXHIBIT A
29 Policy f.2. Work with MST to keep fares low
enough to obtain consistently high patronage
and encourage more off-peak use.

Staff continually supports and coordinates
with MST.

Policy f.3. Use MST’s demand-responsive
DART service to provide service to low-density
areas. Expand DART service within the city
where flexible routing is justified.

Staff continually supports and coordinates
with MST.

Policy f.4. Identify funding for fare subsidies
or transit pass programs (e.g., employer fee
program to fund transit in lieu of providing onsite parking spaces, transit pass program for schools and large employers, senior and
youth discount passes, youth ridership
programs to increase weekend and nighttime
ridership).

Staff continually supports this through TDM.

Policy f.5. Give transit vehicles priority over
other vehicles.

Staff continually supports this effort.

Policy f.6. Work with MST and area
jurisdictions to improve transit links between
residential areas and areas of major city
employment.

Staff continually supports and coordinates
with MST.

Policy f.7. Improve and develop safe,
convenient, and protected transit facilities
that are compatible in design with the
surrounding area.

Staff continually supports and coordinates
with MST.

Program f.7.1. Require developers to
provide transit amenities in accordance with
the MST Development Review Guidebook.

Staff continually supports and coordinates
with MST.

Program f.7.2. Work with MST to provide
and maintain attractive amenities, such as
benches, shelters, lighting, news racks,
decorative trashcans, and bicycle parking at
transit stops.

Staff continually supports and coordinates
with MST.

Program f.7.3. Work with MST to continue to
provide clear and easy-to-understand route
information, maps, and other computerized
transit information systems at transit stops
and on the City’s Web site.

Staff continually supports and coordinates
with MST.

Policy f.8. Continue to provide cost-efficient,
reliable transportation services to individuals
with disabilities for whom the use of fixedroute public transit is difficult.

Staff continually supports and coordinates
with MST.

Program f.8.1. Work with MST to maintain
the RIDES paratransit service.

Staff continually supports and coordinates
with MST.

Program f.8.2. Provide information about the
RIDES program on the City’s Web site and in
appropriate city publications.

Staff continually supports and coordinates
with MST.

Goal g. Provide a transportation system that
supports the local economy.

Staff continually supports this through TDM.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 39, Packet Page 118

EXHIBIT A
30 Policy g.1. Provide pedestrian-friendly
environments in the commercial business
districts to extend the time spent in the
commercial business districts and enhance
the overall shopping experience.

The Specific Plans incorporate strategies for
pedestrian friendly environments.

Policy g.2. Prioritize achieving a high level of
multi-modal LOS in commercial business
districts and do not allow auto-oriented LOS
standards negatively affect the shopping
experience in commercial business districts.

The City updated its regulations to reflect the
requirement for Vehicles Miles Traveled to
address this issue.

Policy g.3. Direct visitor traffic entering the
City on Fremont to routes through Downtown
during off-peak times.

The City achieves this with VMS.

Policy g.3.a Direct traffic leaving Cannery
Row to use David Avenue and Holman
Highway 68 to go to Highway 1.

The City achieves this policy with VMS.

Policy g.4. Improve pedestrian experience in
commercial areas.

The Specific Plans incorporate strategies for
pedestrian friendly environments.

Program g.4.1 Implement attractive
streetscape designs and improve pedestrian
and bicycle connections to the Recreation
Trail.

The Move Monterey Plan encourages
attractive streetscapes and pedestrian/bicycle
connections. Staff implements these
concepts if feasible.

Program g.4.2 Provide visual cues to draw
pedestrians and bicyclists toward commercial
areas along pedestrian and bicycle paths.

The Move Monterey Plan encourages this
concept, and staff implements it if feasible.

Policy g.5. Utilize the local transit system to
serve the commercial business districts,
providing visitors the best opportunity to enjoy
local businesses.

The City continually supports the MST
Trolley.

Policy g.6. Improve the pedestrian
environment along North Fremont Street.

The Specific Plan incorporates strategies for
pedestrian friendly environments.

Program g.6.1 Prepare and implement a
North Fremont Streetscape Study.

Future program
Policy g.7. Improve the connection between
Downtown and the Waterfront through the
Alvarado Mall.

The Move Monterey Plan encourages this
concept.

Program g.7.1. Work with the business
community to provide a visual extension of
Alvarado Street.

The Monterey Conference Center renovation
achieved this program directive.

Program g.7.2. Make Alvarado Mall and
Portola Plaza visually interesting places with
activities that attract tourists and local
residents.

The Monterey Conference Center renovation
achieved this program directive.

Goal h. Make public transportation in the City
of Monterey an attractive alternative for
tourists.

The City encourages this by supporting the
MST Trolley.

Policy h.1. Provide an exceptional local
shuttle, scenic bicycle routes, and attractive
pedestrian paths.

This is achieved with the MST Trolley.

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EXHIBIT A
31 Program h.1.1. Use unique “niche” vehicles
in the local transit system to differentiate this
program from typical public transit service.

This is achieved with the MST Trolley.

Program h.1.2. Create an attractive
pedestrian environment on Del Monte
Avenue near the downtown parking
structures to encourage visitors to walk to the
downtown and Fisherman’s Wharf.

Wayfinding signage program is proposed to
implement this program.

Program h.1.3. Plan interactive, “smart”
kiosks at the major parking structure exits to
provide real-time shuttle information (i.e.,
schedule, vehicle tracking information,
attractions near stops) using innovative
technology to maximize the user-friendly
benefits of the local transit system.

Wayfinding signage program is proposed to
implement this program.

Program h.1.4. Add public art along popular
tourist routes to enhance the pedestrian
experience, accentuate culture, and maintain
the historic character of Monterey.

The Museum and Cultural Arts Division works
diligently on establishing public art throughout
the community.

Program h.1.5. Provide comfortable seating
with interpretive signs at adequate spacing
along the Recreation Trail and other popular
pedestrian routes.

Completed
Program h.1.6. Expand and enhance the
“Path of History,” including new paths along
Cannery Row and Lower Presidio.

Future project
Policy h.2. Adopt a taxi operations plan to
ensure fair pricing, qualified drivers, clean
and efficient service, especially to tourist
destinations, hotels and the airport.

The Police Department implements the City’s
taxi ordinance.

Goal i. Support the movement of people,
goods, and services by other transportation
facilities, such as air, rail, and water.

The City continually supports the Monterey
Airport and TAMC’s rail transportation efforts.

Policy i.1. Work with the Airport District and
the hospitality industry to provide a direct and
affordable transit service between the
Monterey Peninsula Airport and the local
shuttle service area to reduce congestion.

Staff continually supports this policy.

Policy i.2. Protect the potential for future rail
transportation by supporting the efforts of the
Transportation Agency for Monterey County
(TAMC) to provide additional passenger rail
service to the urban centers.

Staff continually supports TAMC in these
efforts.

Program i.2.1. Plan to expand the local shuttle
service area to nearby proposed rail stations.

Staff will support this when the opportunity
comes.

Program i.2.2. Require grade separation
crossings at all locations where rail service
crosses a Class I bike route or the Recreation
Trail.

Staff will support this when the opportunity
comes.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 41, Packet Page 120

EXHIBIT A
32 Program i.2.3. Require grade separation
crossings at all locations where rail service intersects with a major or minor arterial street.

Staff will support this when the opportunity
comes.

Policy i.4. Provide safe crossings for bicycle
and pedestrian trail and vehicle crossings
along the rail line.

Staff will support this when the opportunity
comes.

Program i.4.1. Restrict at-grade railroad
crossings of proposed rail service within the
City.

Staff will support this when the opportunity
comes.

Policy i.5. Maintain the ability to restore rail
service to the Monterey Peninsula.

Staff supports this effort.

Program i.5.1. Consider the compatibility of
proposed land use developments with the
establishment of future rail service into the
City of Monterey.

The City’s land use plans consider
compatibility.

Policy i.6. Balance the community’s need for
air transportation service with community
safety and environmental needs.

Staff continually supports this effort.

Policy i.7. Direct vehicular traffic generated
by airport land uses to arterial streets and
highways and away from residential
neighborhoods.

The citywide wayfinding program supports
this policy.

Program i.7.1. Work with the Airport District
to implement alternatives to the use of Airport
Road as an access road for non-aviation
uses on the Airport grounds.

Staff continually pursues this effort.

Policy i.8. Provide affordable shuttle service
to the Monterey Peninsula Airport.

Staff encourages this effort through TDM.

Policy i.9. Prohibit land-use activities that
interfere with the safe operation of aircraft
using the airport.

Staff screens proposals to ensure they
comply with the Monterey Airport Land Use
Compatibility Plan.

Policy i.10. Support improvements and
operational changes at the airport that
promote safety and noise reduction.

Staff continually pursues discussions to
reduce airport impacts on the City.

Program i.10.1. Actively work with the Airport
District to maintain air service curfews.

Staff continually pursues discussions to
reduce airport impacts on the City.

Policy i.11. Plan for a multimodal facility in
central Monterey that supports and
encourages the use of airport shuttles,
regional transit, and local transit.

Staff continually supports this through TDM.

Goal j. Measure the effectiveness of the
transportation system and its ability to safely
and effectively move people and goods, not
simply vehicles.

Staff continually supports this through the
Move Monterey Plan .

Policy j.1. Establish multi-modal LOS
standards and automobile LOS standard for
defined neighborhoods that work together to
measure the effectiveness of the
transportation system, and establish a
mechanism for funding the implementation of
CEQA review threshold has changed to
Vehicle Miles Traveled. In 2021, the City
Council adopted vehicle miles traveled as the
metric for conducting transportation impact
analyses.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 42, Packet Page 121

EXHIBIT A
33 the transportation system that fulfills the
vision of the Circulation Element.

Program j.1.1. Adopt and update every five
years, a MMMP that will:
 define LOS standards for each
neighborhood;
 provide a muiti-modal network that
connects identified origins and
destinations, provides safe links
between transportation modes, and
locates end of use facilities at popular
destinations;
 define multi-modal corridors;
 define quantifiable objectives;
 monitor and measure policy impacts
and results, and
 develop response strategies should
the City begin moving in a direction
away from the General Plan goals.

CEQA review threshold has changed to
Vehicle Miles Traveled.

Program j.1.2. Establish LOS D as an
acceptable automobile LOS standard for
roadway segments that are not within a multimodal corridor.

CEQA review threshold has changed to
Vehicle Miles Traveled. Proposals are
screened for compliance.

Program j.1.3. Establish LOS E and LOS F
as an acceptable automobile LOS on
roadway segments within a completed multimodal corridor as defined in the MMMP.

CEQA review threshold has changed to
Vehicle Miles Traveled. Proposals are
screened for compliance.

Policy j.2. Require an analysis of the effects
on the transportation network for projects that
may cause significant traffic impacts, as
defined by the established multi-modal LOS
and automobile LOS and identify appropriate
mitigation measures.

CEQA review threshold has changed to
Vehicle Miles Traveled. Traffic impact
analyses are required if applicable.

Program j.2.1. Define the traffic impact study
area to be analyzed as all roadway segments
where project traffic is expected to increase
the existing traffic by two percent (2%) or
more.

Proposals are screened for compliance.

Program j.2.2. Define a project’s traffic
impact as significant if the project is expected
to reduce a roadway segment to an
unacceptable level or further degrade an
already unacceptable LOS under cumulative
traffic conditions during typical (i.e., nonsummer) weekday traffic conditions.

CEQA review threshold has changed to
Vehicle Miles Traveled. Proposals are
screened for compliance.

Program j.2.3. Require projects to build or
fund a pro-rata share toward improvements
necessary to mitigate significant traffic
impacts, as defined by the MMMP or the
General Plan EIR.

CEQA review threshold has changed to
Vehicle Miles Traveled. Mitigation measures
are required if traffic impacts are significant.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 43, Packet Page 122

EXHIBIT A
34 Program j.2.4. Adopt a traffic impact fee
ordinance used to define the pro-rata share
of a development’s impact on the
transportation system. The traffic impact fee
will be used towards roadway improvements
identified in the General Plan EIR, bicycle
infrastructure and pedestrian infrastructure
improvements as defined in the MMMP, and
transit improvements.

Efforts were made to adopt a traffic impact
fee, but it did not receive support.

Policy j.3. Monitor accident rates and trends
to identify locations for possible
transportation safety improvements.

City staff continually monitors accident rates
and trends. Staff applied for grant funding
from the Safe Streets and Roads for All
Federal Grant to develop a local road safety
plan which will utilize a data driven approach
to identify rates and trends and proven
countermeasures to address the trends.

Housing Element
Goal/Policy/Program Progress
Goal a. Promote construction of new
ownership housing units and conservation of
existing ownership housing units to maintain
and/or improve the existing balance between
owner and rental units in Monterey.

Background information
Policy a.1. Encourage the production of new
ownership housing units.

Background information
Program a.1.1. The City will continue to
update its list of larger developable sites and
contact property owners to determine
opportunities for housing construction. There
will be an emphasis on constructing housing
types that provide mixed-income and large
family ownership opportunities.

Completed
Program a.1.2. Maintain existing singlefamily zoning throughout the City. Rezoning of single-family land to other uses should not
occur without findings that the proposed use
is more beneficial to the City than retaining
single-family ownership opportunities.

Completed
No single-family properties have been
rezoned.

Program a.1.3. Continue to create and adopt
development standards for mixed use areas
that have development potential for new
housing units.

Completed
Program a.1.4. Continue to work with the
major employers in Monterey and the region
to provide targeted homeownership
opportunities for employees (see Programs
h.1.1 and h.1.2).

Progress continues.

Middlebury Institute constructed a new
housing project for students at 787 Munras
Avenue in 2021. The dormitory houses 85
students and 2 resident assistants.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 44, Packet Page 123

EXHIBIT A
35 Program a.1.5. Monitor and evaluate the use
permit process for new multi-family projects
in the R-3 and Commercial districts to
determine whether the process qualifies as a
constraint to residential development.

Identify strategies to be implemented by the
City to remove any constraint identified by the
evaluation. Provide a summary of the
evaluation (and strategies, if identified) to
HCD as a part of the City’s annual reporting
requirement.

Progress continues.

Lack of water supply continues to be
significant constraint to development. Staff
has contacted the Monterey Peninsula Water
District and State Water Resources Control
Board about relaxing Condition #2 of the
Cease and Desist Order. Little progress has
been made.

Policy a.2. Encourage the conservation of
existing homeownership opportunities,
including moderate-income units.

Background information
Program a.2.1. The City will continue
allowing additional floor area for single-family
homes and eliminate additional parking
requirements with building upgrades for
historic properties.

Completed. Zoning allows flexibility.

Program a.2.2. Begin process for
determining whether City can reduce the
minimum lot size for single-family
subdivisions on existing R-3 lots to increase
the stock of affordable housing, while
retaining the existing house where one is
present and retaining neighborhood
character. The program may use
condominium, townhouse, or detached form
of housing units and shall utilize design and
construction methods to maximize privacy
and minimize sound transmission.

Future program
New ADU laws became effective to allow
additional units. The Monterey City Code was
amended in 2023 to incorporate the new
State ADU laws.

Program a.2.3. Evaluate the Down Payment
Assistance Program to determine if it will be
practical to assign the City’s purchase option
to qualified buyers. Investigate opportunities
to increase Down Payment Assistance loans
for equity sharing for detached single-family
houses.

In 2023, Down Payment Assistance loans
were given to qualified buyers through the
City's Purchase and Resale Program.

Goal b. Broaden the choice of rental housing
types available to residents of Monterey in all
price ranges and for all family sizes, while
maintaining neighborhood compatibility and,
where possible, using second units to
encourage owner opportunities.

Background information
Policy b.1. Provide the opportunity to
construct new multi-family housing units in
pockets of opportunity.

Background information
Program b.1.1. Maintain multi-family
densities at 30 units per acre in the R-3 zone,
specific plan areas, and in commercial zones
Completed

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 45, Packet Page 124

EXHIBIT A
36 with the potential for density bonuses as
outlined in Program i.1.2.

Densities have been increased in some
specific plan areas to 100 du/acre or no limit
on an individual site if overall density for an
area is not achieved.

Program b.1.2. Assist the Housing Authority,
nonprofit agencies, and private developers in
providing extremely low-, low-, and very lowincome housing as opportunities become available, using the current Housing Element
as a basis for action.

The City will continue to provide assistance
by streamlining the permit process. A staff
member is assigned to coordinate City
reviews. The City will also coordinate with the
developer to help make the project financially
feasible, such as by providing low-interest
loans and other incentives when affordable
housing goals are met.

Progress continues.

In 2022, the City Council authorized the City
Manager to execute a loan with MidPen
Housing to secure a loan and guarantee a
loan obligation for an affordable housing
project at 587 and 593 Van Buren Street and
424 and 450 Madison Street. In 2023, design
alternatives were considered and one was
chosen to move forward.

Program b.1.3. Evaluate the existing
allocation of Housing Choice Vouchers and
encourage and support the Housing Authority
and private market landlords to expand
utilization of the Housing Choice Voucher
program.
 Encourage the Housing Authority
to grant 20 percent rent
exceptions for the Monterey area
to provide a greater housing
choice for very low-income
renters.
 Encourage the Housing Authority
to market the Housing Choice
Voucher programs to Monterey
landlords and post applications on
the City’s website.
 Encourage the Housing Authority
to recruit more Monterey families
assisted by Housing Choice
Voucher into the Family SelfSufficiency Program.

Future program
Program b.1.4. The City will encourage
affordable rents by providing brochures that
outline the City’s Voluntary Rental
Guidelines, but discourage citywide rent
control.

Completed
New rental guidelines approved.

Program b.1.5. Continue to require a
minimum 5,000-square-foot lot size for new
apartment developments.

Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 46, Packet Page 125

EXHIBIT A
37 Goal c. Provide family housing opportunities
on larger sites and for all income levels.

Background information
Policy c.1. Encourage units suitable for
family occupancy.

Background information
Program c.1.1. Encourage larger units with
two or more bedrooms and open spaces with
sufficient area for children’s play in R-3
developments. The City will conduct a
comprehensive review and revision of the
current parking requirement to determine the
feasibility of requiring at least one-third of any
housing development over three units to
provide two or more bedrooms. All housing
projects will continue to be required to
provide open space to give residents an
opportunity for outside activities.

Future program
Program c.1.2. Encourage the Housing
Authority and for-profit and nonprofit
developers to build affordable housing for
families with children whenever possible. The
City will discuss family housing needs with
potential developers and the financial and
processing incentives that are available.

Progress continues. In 2021, staff met with
multiple developers to discuss this
opportunity in a recently rezoned area along
Garden Road. Garden Road was previously
only available for light industrial and office
development. The City Council adopted
zoning changes to allow multi-family
residential. Many of these developers seem
interested in larger residential units due to
water limitations. Since 2020, the City has
approved entitlements for 180 housing units.

These housing units were either retrofits of
existing buildings or new construction.

Goal d. Encourage maintenance and
rehabilitation of the entire housing stock. The
City will continue to advertise rehabilitation
programs on the City’s website and provide
brochures at the City library and housing
office.

Background information
Policy d.1. Provide rehabilitation assistance
to low-income households and encourage
privately funded rehabilitation wherever
deterioration is present.

Background information
Program d.1.1 Provide emergency major
repair assistance to low and moderate
income households.

While the City assisted two households in
2022, none were conducted in 2023.

Program d.1.2. Provide rehabilitation
assistance in the form of:
 Major rehabilitation loans;
 Emergency repair loans; and
 Home safety repair grants.

The City assisted six households in 2023 with
home safety repair grants.

Program d.1.3. Continue the “Mr. Fixit”
program to provide emergency repair
The City assisted six households in 2023.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 47, Packet Page 126

EXHIBIT A
38 assistance, weatherization and energy
retrofits to an average of 10 units per year.

Policy d.2. Conserve existing low- and
moderate-cost housing units.

Background information
Program d.2.1. Investigate the option of
purchasing inclusionary housing units or
other units to replace them. Investigate
programs, nonprofit sponsors, and funding
sources to retain lower-income housing units
at risk of conversion to market-rate rents.

Ongoing
The City operates an effective Purchase and
Resale Program.

Program d.2.2. Maintain the affordability of
low- and moderate- income rental units under
the Inclusionary Housing Program through
the use of deed restrictions and continue to
implement the Purchase and Resale Program
for owner-occupied inclusionary units.

Ongoing.

The City's Ordinance requires new
inclusionary housing units to be preserved in
perpetuity with a recorded deed restriction.

While the City purchased and resold four
units in 2022 through the Purchase and
Resale Program, none were conducted in
2023.

Program d.2.3. Continue to monitor at-risk
units and gauge interest in renewal through
individual contacts and surveys. Meet with
property owners to strategize what package
of incentives would retain the affordable
units.

The City operates an effective Purchase and
Resale Program. Though in 2022, the City
purchased four units as part of the Purchase
and Resale program, none were conducted in
2023.

Program d.2.4. The City will continue to
explore with local non-profits and other
affordable housing developers strategies and
financing alternatives that can be employed
to produce new affordable extremely low, low
and very low-income housing in the
community.

City issued an RFP for 100% affordable
housing developments on City-owned sites.

In 2022, the City authorized an Exclusive
Negotiating Agreement with MidPen Housing
for development of affordable housing at 587
and 593 Van Buren Street, and 424 and 450
Madison Street. The City also received a
Permanent Local Housing Allocation grant
award in Permanent Local Housing Allocation
Funds for the affordable housing project at
Van Buren and Madison Streets. These funds
will be used for predevelopment costs related
to affordable housing (low income housing) at
this site. In 2023, City Council provided
direction on a preferred site plan and
expressed strong support for the project.

Staff continues to work with the developers of
the 180 approved housing units on Garden
Road.

Program d.2.5. Prioritize funding or acquire
funding to assist nonprofits to purchase units
that may be lost from the Inclusionary
Program or to acquire replacement units.

Ongoing. The City operates an effective
Purchase and Resale Program. While the
City purchased and resold four units in 2022
through the Purchase and Resale program,
none were conducted in 2023.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 48, Packet Page 127

EXHIBIT A
39 Program d.2.6. Analyze the feasibility of
utilizing a City-sponsored rental rehabilitation
program to encourage at-risk units to be
retained.

Future program
Program d.2.7. Implement a program to
reduce, waive, or subsidize local fees
associated with preservation or replacement
of at-risk units.

Completed
No fees
Goal e. Provide for fair and equal housing
opportunities for all persons, regardless of
age, sex, family size, race, creed, color, or
national origin.

Background information
Policy e.1. Assure that all persons in
Monterey receive equal housing
opportunities. Promote equal housing
opportunities by making this information
available at the City library, Housing
Department office, and social service
providers. Also, provide this information on
the City’s website.

Background information
Program e.1.1. Cooperate in countywide fair
housing activities and federal government
programs that emphasize educational and
counseling activities.

Completed
The City worked cooperatively with Monterey
County on an Analysis of Impediments to Fair
Housing Choice (Regional AI) study.

ECHO provides fair housing services to the
City of Monterey and other jurisdictions in
Monterey County.

Program e.1.2. Provide contract fair housing
mediation for all fair housing complaints and
questions. Advertise fair housing mediation
services. Notify social service agencies of
programs. Advertise programs consistent
with the City’s Housing Consolidated Plan.

Ongoing
City contracts with ECHO fair housing
services.

Program e.1.3. Distribute available housing
subsidies to sites throughout the City to avoid
concentrations of subsidized housing.

Inclusionary housing units should be built on
the site of market-rate housing. Inclusionary
housing should be compatible with the
surrounding neighborhood.

Ongoing
City rehabilitation funds are distributed
citywide based on applications received.

Inclusionary housing program is citywide
requirement for developments exceeding 5
units. A concentration of subsidized housing
is not being created.

Program e.1.4. Continue to provide online
applications for the City’s Purchase and
Resale program waiting list to market
affordable housing units on the City’s
website.

Completed
Program e.1.5. Continue to provide service
referrals to rental assistance, ownership
assistance, homeless assistance, and
general community services.

The City referred households to United Way
who administered the regional rental
assistance program in 2023.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 49, Packet Page 128

EXHIBIT A
40 Program e.1.6. Continue to distribute
Housing Choice Voucher applications at the
City’s Housing Division and have staff
available to help applicants with the process.

Completed
Applications available
Goal f. Remain sensitive to the needs of the
elderly, single-parent-headed households,
the disabled and large families, and develop
positive programs to assist the homeless.

Background information
Policy f.1. Encourage construction of
housing units that provide for special needs.

Background information
Program f.1.1. Provide for needs of special
housing needs groups by complying with
ADA regulations in reviewing private
development projects and in City-assisted
housing projects.

Ongoing
Program f.1.2. Market low- and moderateincome housing programs through the use of direct advertising including, but not limited to,
the City’s website, referrals, brochures,
newspapers, and other media.

Ongoing
Program f.1.3. Encourage the schools,
students, and senior citizen groups to pursue
roommate matching service to take
advantage of underutilized homes in
Monterey.

Future program
Program f.1.4. Develop a program of
emergency grants or loans to assist lowincome households that are threatened with eviction. Provide funds on a one-time basis to
assist households that could remain in their
rental housing units if back rent is paid.

The City referred households to United Way
who administered the regional rental
assistance program in 2023.

Program f.1.5. Continue to provide City
assistance to nonprofit providers of services
and temporary housing to Monterey
homeless.

Completed
Public service grants provided annually
through a competitive process.

Program f.1.6. Amend the City’s Zoning
Code to provide individuals with
developmental disabilities reasonable
accommodation in rules, policies, practices,
and procedures that may be necessary to
ensure equal access to housing. The purpose
of this is to provide a process for individuals
with disabilities to make requests for
reasonable accommodation in regard to relief
from the various land use, zoning, or building
laws of the City. As part of this program, the
City will appoint a staff person to work with
disabled persons who are proposing
improvements to accommodate their needs.

Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 50, Packet Page 129

EXHIBIT A
41 The purpose is to streamline the permit
review process if needed.

Program f.1.7: Work with the San Andreas
Regional Center in Salinas to implement an
outreach program that informs families within
the City on housing and services available for
persons with developmental disabilities. Such
collaboration should include development of
an informational brochure and information on
services on the City’s website, and providing
housing-related training for
individuals/families through workshops.

Completed
Program f.1.8: Develop a program to provide
rental assistance to fill the gap between
income levels and the cost of housing for
persons with Developmental Disabilities. The
program will include the following steps: Step
One: Work with the regional center to identify
the housing needs of the clients and assist in
identifying available housing that meets those
criteria. Step Two: Identify the gaps that limit
access to housing for persons with
developmental disabilities (i.e. financial,
accessibility). Step Three: Develop
Guidelines and market program
The City referred households to United Way
who administered the regional rental
assistance program in 2023.

Program f.1.9: Explore models to encourage
the creation of housing for persons with
developmental disabilities and implement a
program by 2017. Such models could include
assisting in housing development through the
use of set-asides, scattered site acquisition,
new construction, and pooled trusts;
providing housing services that educate,
advocate, inform, and assist people to locate
and maintain housing; and models to assist in
the maintenance and repair of housing for
persons with developmental disabilities. The
City shall also seek State and Federal
monies for direct support of housing
construction and rehabilitation specifically
targeted for housing for persons with
disabilities.

Progress continues. The City issued an RFP
for 100% affordable housing developments
on City-owned sites. Multiple proposals were
received. In 2022, the City authorized an
Exclusive Negotiating Agreement with
MidPen Housing for development of
affordable housing at 587 and 593 Van Buren
Street, and 424 and 450 Madison Street. The
City also received a Permanent Local
Housing Allocation grant award in Permanent
Local Housing Allocation Funds for the
affordable housing project at Van Buren and
Madison Streets. These funds will be used for
predevelopment costs related to affordable
housing (low income housing) at this site. In
2023, City Council unanimously approved
moving ahead with a design which includes
42 units.

Program f.1.10. Pursuant to Senate Bill 2,
the City will amend the Zoning Ordinance to
allow emergency shelters as a permitted use
in a newly created overlay zone along Del
Monte Avenue east of the Naval
Postgraduate School, which has vacant and
underutilized parcels and is close to transit
Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 51, Packet Page 130

EXHIBIT A
42 corridors and close to services. The City will
create this overlay zone with specific
development standards for emergency
shelters. In addition, the City will evaluate
adopting development and managerial
standards that will be consistent with
Government Code Section 65583(a)(4).

These standards may include such items as:
 Lighting;
 On-site management;
 Maximum number of beds or
persons to be served nightly by
the facility;
 Off-street parking based on
demonstrated need; and
 Security during hours that the
emergency shelter is in operation.

Program f.1.11. Pursuant to Senate Bill 2,
the City must explicitly allow both supportive
and transitional housing types in all zones
that allow residential uses and treated the
same as any other housing type in the same
zone. The City shall update its Zoning
Ordinance to include separate definitions of
transitional and supportive housing as
defined in Health and Safety Code Sections
50675.2 and 50675.14. Both transitional and
supportive housing types will be allowed as a
permitted use in all zones where residential
uses are allowed, subject to only the same
restrictions on residential uses contained in
the same type of structure.

Partially completed. Additional amendments
required for residential districts.

Program f.1.12. To support the development
of housing affordable to extremely lowincome households, the City shall apply for state and federal funding and grant priority to
projects that include units affordable to
extremely low- income households, such as
SROs.

Ongoing
Van Buren Senior Housing Project and
Monterey Hotel Apartments have been
completed and are occupied.

Program f.1.13. The City will support
regional efforts to ensure that the need for
farmworker housing is met at a regional level.

The City will also analyze zoning ordinance
on a regular basis for compliance with and
Safety Code Sections 17021.5 and 17021.6.

Section 17021.5. If any inconsistencies are
found, amendments to achieve compliances
shall be made within six months.

Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 52, Packet Page 131

EXHIBIT A
43 Program f.1.14. The City will support
regional efforts and pursue the following to
create adequate supportive housing for the
community:
 Collaborate with Coalition of Homeless
Service Providers and Monterey
Homeless Exchange to develop a target
for the number of Permanent Supportive
Housing Units to be developed in the
City. This will be a combination of some
percentage of the current homeless
population plus other populations in need
of supportive housing.
 Pursue Tenant Based Rental Assistance
funding from HOME Program to support
the operations of permanent supportive
housing communities.
 Work with the medical community,
including CHOMP, the County, the
Central California Alliance for Health and
other providers to support case
management and other tenancy support
funding in new supportive housing
communities. Studies have shown that
stable housing results in better health
outcomes and that less than 10% of the
population uses a disproportionate
amount of health care resources (“Super
Utilizers”). By providing those Super
Utilizers who are unstably house (or
homeless) with stable housing, hospitals
and providers can save money overall.
 Encourage and facilitate integration of
data between homeless service
providers, medical service providers and
the criminal justice system to implement
more effective discharge planning for
patients and inmates.
 Provide capacity grants and support for
fledgling organizations
Future program
Goal g. Provide adequate sites to build new
housing units for all income levels and to
meet the City’s fair share of housing needs
for 2015-2023.

Completed
Policy g.1. Meet the Association of Monterey
Bay Area Governments (AMBAG) Fair Share
of regional housing needs for 2015-2023.

Ongoing. This policy will not be fulfilled due
to lack of water supply.

Program g.1.1. Retain the zoning capacity to
meet the AMBAG fair share housing goal
between January 1, 2015, and July 30, 2023.

Completed
Zoning retained.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 53, Packet Page 132

EXHIBIT A
44 Retain the opportunity to construct the
remaining fair-share requirement of 157 very
low-, 102 low-, 119 moderate-, and 272
above moderate-income housing units with
excess zoning capacity for housing in mixeduse areas, apartments in commercial zones, and apartments in R-3 zones.

Program g.1.2. Encourage exceptional
design and innovative solutions for housing
style, through the implementation of the
Downtown and North Fremont specific plans.

The City will soon adopt a specific plan for
the Lighthouse area, another mixeduse/transit- oriented development neighborhood.

Ongoing implementation.

All specific plans have been adopted,
including Lighthouse Avenue.

Program g.1.3. The City will actively support
the redevelopment of underutilized mixed-use
sites to meet the City’s RHNA allocation and
to provide additional affordable housing
opportunities throughout the City near transit
stops, jobs, and services. The City will assist
in the development of these underutilized
sites by offering the following assistance:
 The City will post a listing of underutilized
sites on the City’s website and provide
this list of sites to developers interested in
developing mixed-use projects in the City.
 The City will, where appropriate and when
funds are available, assist with the
development of affordable housing
projects on these underutilized sites.
 The City will also provide technical
assistance with applying for additional
funding to construct an affordable mixeduse project on an underutilized site.  The City will provide flexibility in
development standards on the
construction of an affordable housing
project on an underutilized site including
but not limited to reduced setback
requirements and reduced parking
requirements on a case-by-case basis.

Ongoing.

Underutilized site list provided on City
website.

The City entered into a developer agreement
with MidPen Housing to provide 100%
affordable family rental housing at a Cityowned property at the corner of Van Buren and Madison Streets.

City consistently provides technical
assistance to developers.

Zoning flexibility provided with updated
Density Bonus Ordinance.

Goal h. Provide housing that specifically
meets the needs of the Monterey workforce.

Background information
Policy h.1. Design a program with Monterey
employers to pool resources to develop
workforce housing.

Future program
Program h.1.1. Encourage workforce
housing programs for major Monterey
employers, utilizing land and other resources
The City issued an RFP for 100% affordable
housing developments on City-owned sites.

Multiple proposals were received. The City
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 54, Packet Page 133

EXHIBIT A
45 available to those employers that could be
devoted to workforce housing. Develop a
program where land costs are removed or
reduced as a cost of housing. Provide both
owner and renter housing with a requirement
for permanent cost reductions.
authorized an Exclusive Negotiating
Agreement with MidPen Housing for
development of affordable housing at 587
and 593 Van Buren Street, and 424 and 450
Madison Street. The City also received a
Permanent Local Housing Allocation grant
award in Permanent Local Housing Allocation
Funds for the affordable housing project at
Van Buren and Madison Streets. These funds
will be used for predevelopment costs related
to affordable housing (low income housing) at
this site. In 2023, City Council unanimously
approved moving ahead with a design which
includes 42 units.

Program h.1.2. Encourage workforce
housing programs by the City of Monterey for
Monterey City employees.

Future program
Program h.1.3. Utilize zoning tools such as
Planned Unit Developments and Planned
Community Zoning to provide flexibility in
designing infill housing on larger
development sites.

Ongoing implementation. Zoning Code
allows this flexibility.

Goal i. Provide incentives for affordable
housing, workforce housing, and ownership
housing to meet the unique needs identified
in the Housing Element. Provide incentives to
complement the inclusionary housing
program, with a particular goal of maintaining
inclusionary housing in perpetuity and
increasing the percentage of affordable units.

Parking adjustment incentives should not
impact residential neighborhoods.

City amended the Density Bonus Ordinance
to provide additional incentives.

Policy i.1. Provide incentives to meet the
City’s unique housing needs in excess of the
requirements in the inclusionary housing
ordinance.

City amended the Density Bonus Ordinance
to provide additional incentives.

Program i.1.1. Continue to encourage
mixed-use/transit-oriented projects in the
specific plan areas that include affordable
units by offering height and parking
exceptions to affordable housing projects.

City amended the Density Bonus Ordinance
to provide additional incentives.

Program i.1.2. Continue to allow density
bonuses, as appropriate. Amend the zoning
ordinance to state that:
 Density bonuses of up to 35 percent may
be allowed for projects that exceed City
inclusionary housing percentages or the
state-mandated criteria for low-income,
moderate-income, and special-needs
housing; and
Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 55, Packet Page 134

EXHIBIT A
46  Projects that receive density bonuses
shall maintain affordability for the life of
the project.

Program i.1.3. If new water is available for
future allocation, the City shall give
preference to projects meeting fair-share
housing goals.

Completed
Program i.1.4. Develop alternatives for longterm water supply both within and outside the framework of the Water Management District
and the California American Water Company.

City has actively participated in a regional
water supply project. Water supply has yet to
be secured.

Program i.1.5. The City is committed to
ensuring that there is enough water to meet
the needs of all new residential units within
the 2015-2023 RHNA period. California
American Water (CalAm) is moving forward
with its Monterey Peninsula Water Supply
Project (MPWSP) consisting of slant intake
wells, a desalination plant and related
facilities.

City has actively participated in a regional
water supply project. Water supply has yet to
be secured.

Program i.1.6. The City will continue to
explore alternatives other than density bonus
allowed in state law (Section 65915) to meet
affordable housing goals.

Progress continues.

City rezoned industrial properties to allow
multi-family housing development.

Program i.1.7. The City will deliver the
adopted housing element update to water
and sewer service providers within a month
after adoption. When submitting copies of
housing elements to service providers the
City will include a summary / quantification of
the local government’s regional housing need
allocation and any other appropriate housing
information.

Completed
Policy i.2. Continue the City’s Inclusionary
Housing program to provide affordable
housing throughout Monterey.

Progress continues.

Program i.2.1. Continue to provide a
minimum of 20 percent permanently
affordable low- and moderate-income units
for any project with six or more new housing
units or for condominium conversion. The
City will also explore means and methods to
provide incentives to include inclusionary
units in new apartment construction.

Residential projects are encouraged to satisfy
the requirement by providing a minimum of
20 percent inclusionary housing units on-site.

Progress continues.

City ordinance requires inclusionary housing
and City continues to implement.

Program i.2.2. Investigate a community
housing trust to meet the need for workforce
housing and other housing needs.

Future program
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 56, Packet Page 135

EXHIBIT A
47 Goal j. The City will continue to promote
sustainability and energy efficiency in
residential development to lower energy use
through energy-efficient urban design and
through better design and construction in
individual projects.

Background information
Policy j.1. Implement state energy and green
building and conservation standards
Implemented consistently as part of building
permits.

Program j.1.1. Encourage Transit Priority
Projects, site designs, and use of building
materials that promote energy efficiency.

Progress continues.

All Specific Plans encourage transit priority
projects.

Transit oriented projects are being proposed.

Conservation Element
Goal/Policy/Program Progress
Goal b.1. Protect creeks, lakes, wetlands,
beaches, and Monterey Bay from pollutants
discharged to the storm drain system.

Background Information – Proposals
reviewed for consistency as proposed.

City ordinances contain extensive
protections to maintain water quality. All
projects are reviewed for consistency.

Policy b.1. Continue public education and
outreach programs to eliminate use of storm
drains for dumping hazardous or inappropriate
wastes, such as used motor oil.

City works collaboratively with Monterey
One Water on regional public outreach
campaigns.

Policy b.2. Minimize particulate matter
pollution with erosion and sediment control in
waterways and on construction sites and with
regular street sweeping on City streets.

Background Information – Proposals
reviewed for consistency as proposed.

City ordinances contain extensive
protections to maintain water quality. All
projects are reviewed for consistency.

Policy b.3. Minimize development or removal
of vegetation on areas particularly susceptible
to erosion, such as steep slopes, and require
programs to minimize erosion when
development occurs in these areas.

Background Information – Proposals
reviewed for consistency as proposed.

City ordinances contain extensive
protections to maintain water quality and
minimize erosion. All projects are reviewed
for consistency.

Policy b.4. Retain and restore wetlands,
riparian areas, and other habitats, which
provide remediation for degraded water
quality.

Background Information – Proposals
reviewed for consistency as proposed.

City ordinances contain extensive
protections to maintain water quality. All
projects are reviewed for consistency.

Goal c. Reduce fixed source and
transportation-based air pollution.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.1. Reduce air pollution generated by
motor vehicles by encouraging the use of
public transit, car-pooling, bicycles, and
Background Information – Proposals
reviewed for consistency as proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 57, Packet Page 136

EXHIBIT A
48 walking as alternatives. Policies to achieve
these goals are found in the Circulation
Element.

City adopted Move Monterey Plan, writes
grants, and implements as funding available.

Policy c.2. Consider air quality impacts
resulting from proximity of residential,
commercial and industrial development in the
City's development review process, primarily
the California Environmental Quality Act.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.3. Promote cooperation with local
and State agencies to develop programs to
reduce sources of air pollution.

Background Information – Proposals
reviewed for consistency as proposed.

City worked with multiple cities to create
Central Coast Community Energy that
sources the region’s energy supply from
renewable sources. This program
dramatically reduces air pollution.

Goal d. Protect the character and composition
of existing native vegetative communities.

Conserve, manage, and restore habitats for
endangered species, and protect biological
diversity represented by special-status plant
and wildlife species.

Background Information – Proposals
reviewed for consistency as proposed.

Policy d.1. Protect existing native plants and
promote the use of locally occurring, native
vegetation for public and private landscaping
and revegetation efforts.

Background Information – Proposals
reviewed for consistency as proposed.

Program d.1.1. Develop a public education
program promoting the use of native plants
and addressing major plant diseases. The
materials shall include a list of recommended
species for planting and the California Exotic
Pest Plant list, and shall address prevention
and management strategies for vegetation
pathogens such as pitch canker and sudden
oak disease.

Background Information – Proposals
reviewed for consistency as proposed.

The City maintains a list of native plants and
plant diseases.

Policy d.2. Discourage the use of plant
species on the California Exotic Pest Plant
Council lists.

Background Information – Proposals
reviewed for consistency as proposed.

The City maintains a list of native plants and
plant diseases.

Program d.2.1. Discourage the use of
invasive plant species (those listed on Exotic
Pest Plant List A and B within publicly owned
and within moderate- and high-value habitats
(see map); and those listed on List A in any
location) by public and private entities in
landscape planting plans submitted for review.

Proposals reviewed for consistency as
proposed.

Policy d.3. Protect existing sensitive habitats
by careful planning to avoid and/or mitigate
significant impacts to habitat areas identified
Background Information – Proposals
reviewed for consistency as proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 58, Packet Page 137

EXHIBIT A
49 as having high and moderate biological
values.

Policy d.4. Protect and manage habitats that
support special-status species, are of high
biological diversity, or are unusual or
regionally restricted. Prepare biotic reports or
habitat management plans as needed to
ensure protection of habitat values.

Background Information – Proposals
reviewed for consistency as proposed.

Policy d.5. Reduce biotic impacts to a lessthan-significant level on project sites by ensuring that mitigation measures identified in
biotic reports are incorporated as conditions of
approval for development projects.

Compliance with the City Tree Ordinance is
the mechanism that will be used to address
impacts of tree removals. As mitigation for
significant impacts, avoidance, replacement,
restoration of habitats on- or off-site, or other
measures may be required.

Background Information – Proposals
reviewed for consistency as proposed.

The City Tree Ordinance is utilized
frequently as a mechanism to address tree
removals.

Policy d.6. Within identified habitat areas with
high biological value, the City will provide for a
focused evaluation of areas identified as
appropriate habitat for special-status species
during the project review and approval
process.

Background Information – Proposals
reviewed for consistency as proposed.

Program d.6.1. Prepare a Monterey Pine
Management Plan for the Monterey pine forest
existing in the City. The goal of this plan is to
prevent further genetic contamination and
preserve the health and viability of the forest.

Future project
Program d.6.2. Prepare a Dune and Beach
Restoration and Management Plan. This plan
will provide a long-term strategy to retain or
improve the condition of this resource within
the dunes and beaches.

Future project
Program d.6.3. Prepare a Riparian and
Stream Corridor Restoration and Management
Plan. The plan should coordinate efforts
between the various government agencies
and property owners.

Future project
Program d.6.4. Consider developing a habitat
impact mitigation fee to restore high-value
biological areas.

The City’s Tree Ordinance includes a
mitigation fee option.

Program d.6.5. Provide information to the
public about special-status species and the
habitats that support them.

Future project
Program d.6.6. Proceed with Master Plan for
Ed Ricketts Underwater Park.

Future project
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 59, Packet Page 138

EXHIBIT A
50 Goal e. Encourage the effective and efficient
use of energy in all its critical forms by public
and private users alike.

The City of Monterey joined Central Coast
Community Energy that sources all electrical
use from sustainable sources.

In 2023, this program continues to fulfill the
City’s goal to reduce greenhouse gas
emissions and increase opportunities for
energy saving programs. The City has met
its goals to date for the most recent AMBAG
greenhouse gas audit.

Policy e.1. Encourage energy sources, which
provide part or all of the energy needed for
buildings.

The City of Monterey joined Central Coast
Community Energy that sources all electrical
use from sustainable sources.

The City installed solar on the City
Conference Center.

Program e.1.1. Consider aesthetically
compatible independent energy sources in
new public and private buildings.

The City does not review the design of solar
systems in compliance with State Law.

Program e.1.2. Encourage energy retrofitting
in existing residential and commercial
structures.

PG&E periodically offers retrofit programs.

The City supports this effort.

Policy e.2. Educate the public about energy
conservation.

The City of Monterey joined Central Coast
Community Energy that sources all electrical
use from sustainable sources.

Central Coast Community Energy has
developed extensive education programs.

Program e.2.1. Support public education
activities that dramatize cost-saving benefits of
energy conservation to local consumers.

The City of Monterey joined Central Coast
Community Energy that sources all electrical
use from sustainable sources.

Central Coast Community Energy has
developed extensive education programs.

Program e.2.2. Encourage the hotel, motel,
and restaurant associations to maintain an
energy conservation program on a continual
basis.

The City of Monterey joined Central Coast
Community Energy that sources all electrical
use from sustainable sources.

Central Coast Community Energy has
developed extensive education and
conservation programs.

Policy e.3. Work with other local, state and
federal agencies, public utilities and
community organizations to implement energy
conservation and longer-range renewable
energy development programs.

In 2017, the City of Monterey was one of the key
founders of Monterey Bay Community Power
(now Central Coast Community Energy). Central
Coast Community Energy is a Community Choice
Energy agency established by local communities
to source carbon-free electricity for Monterey,
San Benito, and Santa Cruz counties and now
parts of San Luis Obispo and Santa Barbara
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 60, Packet Page 139

EXHIBIT A
51 counties while retaining PG&E’s traditional role
of delivering power and maintaining electric and
transmission infrastructure.

Open Space Element
Goal/Policy Progress
Goal a. Preserve the Monterey Bay as the
City’s most significant natural resource.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.1. Support industries that contribute
to the appreciation of the Monterey Bay’s
resources, including, but not limited to, the
commercial fishing industry and research
activities, and tourism.

Background Information.

The City Council circulated a Request for
Proposals to lease warehouse space to
commercial fishing processing companies.

Some leases have been signed and other
leases are nearing signature.

Policy a.2. Protect the marine habitats of
Monterey Bay in cooperation with State and
Federal agencies.

Background Information – Proposals
reviewed for consistency as proposed.

Habitats have been preserved.

Policy a.3. Protect the views into Monterey
Bay.

Background Information – Proposals
reviewed for consistency as proposed.

Views have been preserved.

Goal b. Recognize the importance of the
shoreline and beaches in providing access to
the Monterey Bay as well as preserving
specific areas for habitat conservation.

Background Information – Proposals
reviewed for consistency as proposed.

Beach access has been preserved and is
extensive.

Policy b.1. Maintain the City shoreline and
beaches for recreation use and support
facilities.

Background Information – Proposals
reviewed for consistency as proposed.

Shoreline and beaches have been
maintained for recreation use and support
facilities.

Policy b.2. Preserve the City’s active use
areas adjacent to the Monterey Bay,
including, but not limited to, the wharves,
boat access facilities, and piers.

Background Information – Proposals
reviewed for consistency as proposed.

Wharves, boat access and piers have been
preserved and maintained.

Policy b.3. Support Navy and other efforts to
restore the dunes adjacent to Del Monte
Avenue for habitat conservation purposes,
including the Navy property east of Sloat
Avenue.

City has supported the Navy’s efforts as they
continue to work on dune restoration.

Policy b.4. Protect views of the Monterey
Bay from Monterey Bay and Shoreline Parks.

Background Information – Proposals
reviewed for consistency as proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 61, Packet Page 140

EXHIBIT A
52 Views have been protected.

Goal c. Preserve greenbelts to ensure an
overall visual impression of open space on
the hillsides above Monterey, between
neighborhoods and along major
transportation corridors.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.1. Maintain greenbelts as open
space.

Background Information – Proposals
reviewed for consistency as proposed.

Greenbelts have been maintained.

The City adopted a Greenbelt Fuel Reduction
Plan which would result in the managed
reduction of fire fuel hazards within eight
treatment areas within the City’s greenbelt
system.

Policy c.2. Coordinate with the County to
preserve greenbelts, which form the
backdrop of Monterey.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.3. Work with the County and others
to preserve Monterey Pines where possible.

Background Information – Proposals
reviewed for consistency as proposed.

The City’s Tree Ordinance provides extensive
tree protection for properties within the City.

Goal d. Preserve and improve lakes and
waterways as important visual, habitat, flood
protection, and recreation resources.

Background Information – Proposals
reviewed for consistency as proposed.

Lakes and waterways have been preserved.

In 2023, City staff has worked with the City of
Seaside and Monterey Peninsula Regional
Parks District under the Joint Powers
Authority to create a maintenance strategy for
Laguna Grande Park. The project will
implement maintenance strategies to create a
more accessible, safe, and long-lasting park
for the surrounding community and region.

Policy d.1. Continue to preserve Lake El
Estero, Del Monte Lake, Roberts Lake,
Laguna Grande, Washerwoman’s Pond, and
Lagunita Mirada as visual open space
features.

Background Information – Proposals
reviewed for consistency as proposed.

Waterbodies have been preserved.

Policy d.2. Recognize that Del Monte Lake is
a key entrance feature into the City of
Monterey and work with U.S. Naval
Postgraduate School to remove physical and
visual barriers to the lake.

Background Information – Proposals
reviewed for consistency as proposed.

Many years ago, the Naval Post Graduate
School upgraded the fence around the school
to improve visual access. This policy has
been achieved.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 62, Packet Page 141

EXHIBIT A
53 Policy d.3. Maintain the lakes and waterways
as flood control features for the City.

Background Information – Proposals
reviewed for consistency as proposed.

The City’s Public Works Division continues to
maintain the City’s lakes, waterways, and
flood control features.

Policy d.4. Protect native plants, animals,
and native habitats in Lake El Estero, Del
Monte Lake, and Laguna Grande.

Background Information – Proposals
reviewed for consistency as proposed.

City’s Parks Division protects the native
plants, animals, and habitats around these
waterbodies.

Policy d.5. Continue to support and enhance
the public use of the City's lakes. Manage
non-native wildlife such as Canadian Geese.

Background Information – Proposals
reviewed for consistency as proposed.

City’s Parks Division maintains public use of
the City’s lakes.

Policy d.6. Continue to allow active
recreational use of the lakes.

Background Information – Proposals
reviewed for consistency as proposed.

The City has approved a concessionaire to
offer swan rides around Lake El Estero.

City Parks contain active uses around Lake
El Estero and Laguna Grande Lake, such as
playgrounds and other amenities.

Policy d.7. Work with the City of Seaside to
preserve and enhance Roberts Lake and
Laguna Grande.
. City staff has worked with the City of Seaside
and Monterey Peninsula Regional Park District
under a Joint Powers Authority for planning and
maintenance coordination efforts for Laguna
Grande Park. The project will implement
maintenance strategies to create a more
accessible, safe, and long-lasting park for the
surrounding community and region.

Goal e. Ensure streams continue to function
as natural flood control channels and habitat
for native plants and animals.

Background Information – Proposals
reviewed for consistency as proposed.

Streams have been maintained.

Policy e.1. Maintain the City's streams by
controlling erosion.

Background Information – Proposals
reviewed for consistency as proposed.

Streams have been maintained.

Policy e.2. Restore vegetation adjacent to
streams with native plants to ensure a
balanced ecosystem (which may include
removal of non-native species).

Background Information – Proposals
reviewed for consistency as proposed.

No new projects proposed.

Policy e.3. Encourage pedestrian access
along streams where appropriate.

Background Information – Proposals
reviewed for consistency as proposed.

No new projects proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 63, Packet Page 142

EXHIBIT A
54 Goal f. Maintain and enhance the park
system for City residents and visitors.

Background Information – Proposals
reviewed for consistency as proposed.

The City’s Parks Division does an excellent
job of maintaining the City’s parks.

Policy f.1. Maintain the Parks and
Recreation Master Plan to outline the City’s
current and future priorities.

Background Information – Proposals
reviewed for consistency as proposed.

The City’s Parks Division does an excellent
job of maintaining the City’s parks.

Policy f.2. Acquire and retain land for current
and future parks and recreation open space
to serve residents’ needs.

The City acquired the Old Capitol Site in
2019.

Policy f.3. Plan, acquire, design, develop,
and maintain areas and facilities to meet the
leisure and aesthetic needs of the residents
of the City.

The City acquired the Old Capitol Site in
2019.

The City’s Parks Division does an excellent
job of maintaining the City’s parks.

Policy f.4. Provide a wide variety of quality
leisure activity opportunities for all residents
of the City.

The City’s Recreation Department offers a
wide variety of programs.

Policy f.5. Be flexible in providing for special
needs as dictated by current trends and
changing interests of the citizens of
Monterey.

The City’s Recreation Department offers a
wide variety of programs.

Policy f.6. Provide ongoing efficient and
effective design, development, renovation,
and management of visually aesthetic and
functional park areas and facilities.

The City’s Recreation Department provides
ongoing, professional management of park
areas and facilities.

Policy f.7. Coordinate public and private
agencies and community groups in the
planning and development of park and
recreation programs and facilities.

The City’s Recreation Department
coordinates public and private agencies and
community groups in the planning and
development of park and recreation programs
and facilities.

Policy f.8. Maintain our parks in excellent
condition.

The City parks are maintained in excellent
condition.

Goal g. Connect existing and future open
spaces.

Future project
Policy g.1. Create a trail plan to link existing
open spaces and pedestrian areas with trails
for public use.

Future project
Policy g.2. Link open spaces to provide
habitat protection.

Future project
Safety Element
Goal/Policy/Program Progress
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 64, Packet Page 143

EXHIBIT A
55 Goal a. Evaluate seismic safety when
reviewing development applications and land
uses.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.1. Potentially active faults should be
treated the same as active faults until
detailed geotechnical data is submitted
demonstrating to the City’s satisfaction that a
fault is not active.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.2. Engineering and geologic
investigations should be undertaken for
proposed projects within high and moderate
seismic hazard zones before approval is
given by the City. The entire City is currently
within seismic hazard zone IV and these
studies are required for almost all new
construction except very minor additions.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.3. Lands within 660’ of identified
faults should be treated as having high
seismic hazard until an acceptable
geotechnical investigation indicates they
should be treated otherwise.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.4. Structures for human occupancy
and critical facilities should be set back a safe
distance (as determined by geotechnical
analysis) from precisely located active and
potentially active faults.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.5. Consider combining hazard areas
with other areas not suitable for development
and incorporating them into an open space
system for public enjoyment.

Future project
Policy a.6. Continue seismic retrofit of
unreinforced masonry buildings.

Seismic retrofits completed with the
exception of several adobe structures.

Future project
Policy a.7. Investigate, provide, and improve
alternative routes for access to the
Community Hospital of the Monterey
Peninsula.

Access to Community Hospital of the
Monterey Peninsula was improved with the
completion of the Highway 68 and Highway 1
roundabout.

A project was approved to provide increased
parking for the employees at a site adjacent
to the hospital that should improve access.

Goal b. Minimize landslide hazards by
locating development away from steep slopes
and by requiring excellent grading practices.

Background Information – Proposals
reviewed for consistency as proposed.

Policy b.1.

A) Prohibit development on slopes over
25% on new lots that are created to
provide new building sites.

B) Prohibit new development on slopes
over 25% grade on existing lots of
Background Information – Proposals
reviewed for consistency as proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 65, Packet Page 144

EXHIBIT A
56 record and only allow minimal
encroachment into 25% or greater
slope as determined by the Planning
Commission. Discourage and only
consider such development when it is
designed and located to minimize
impacts to adjoining property and
public right-of-way that could occur
due to inadequate grading and
drainage control, visual appearance
and removal of trees and vegetation.

The Planning Commission shall
determine that the amount and
location of 25% slope area so
severely restricts the development
potential of the lot that prohibiting
development on 25% slope deprives
such property of privileges enjoyed by
other similar property that an
exception to this prohibition is
warranted.

C) Development is prohibited within
active landslide areas unless proven
safe or desirable to the City’s
satisfaction.

Policy b.2. Minimize grading in hillside areas. Background Information – Proposals reviewed for consistency as proposed.

Program b.2.1. Limit permits for major
grading operations until development plans
have been approved by the City and
improvement bonds have been posted.

Background Information – Proposals
reviewed for consistency as proposed.

Program b.2.2. Permit grading operations
only in areas scheduled for immediate
construction or paving.

Background Information – Proposals
reviewed for consistency as proposed.

Policy b.3. Minimize cutting and removal of
vegetation during grading operations.

Background Information – Proposals
reviewed for consistency as proposed.

Policy b.4. Require developers to submit
slope stabilization plans along with any
required grading plans. These slope
stabilization plans shall include a complete
description of the existing vegetation, the
vegetation to be removed and the method of
its disposal, the vegetation to be planted, and
slope stabilization measures.

Background Information – Proposals
reviewed for consistency as proposed.

Policy b.5. Plant and protect all
manufactured slopes, other than those
constructed in rock, from the effects of storm
Background Information – Proposals
reviewed for consistency as proposed.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 66, Packet Page 145

EXHIBIT A
57 runoff erosion within 30 days of the
completion of final grading.

Policy b.6. Provide drainage and soil
protection for all exposed soil and partially
completed roads between October 15 and
April 15.

Background Information – Proposals
reviewed for consistency as proposed.

Goal c. Protect against flood hazards from
the bay, lakes, and streams.

The City is continuing to study the impact
from sea level rise on our community. The
City completed a Transportation Adaptation
Study for Del Monte Avenue.

Policy c.1. Consider and mitigate the
potential hazards from storm waves, tsunami,
high tidal conditions and flooding for projects
along the bay shoreline.

Background Information – Proposals
reviewed for consistency as proposed.

Program c.1.a. Review all development
proposals planned for areas within a 100-
year flood hazard zone consistent with FEMA
National Flood Insurance Program (NFIP)
standards. Development proposed within
these areas must be mitigated as needed to
ensure conformance with NFIP standards.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.2. Design storm drainage systems
to accommodate projected uses before those
uses are developed.

Background Information – Proposals
reviewed for consistency as proposed.

The City is continuing to study the impact
from sea level rise on our community. The
City completed a Transportation Adaptation
Study for Del Monte Avenue.

Policy c.3. Protect and maintain drainage
channels to keep them clear of silt and debris
while protecting habitat as much as possible.

The City’s Public Works Department
maintains the City’s drainage channels.

Policy c.4. Design projects to: (1) maximize
the amount of natural drainage that can be
percolated into the soil, and (2) minimize
direct overland runoff onto adjoining
properties, water courses, and streets. This
approach to handling stormwater reduces the
need for costly storm drainage
improvements, which are often miles
downstream. Building coverage and paved
surfaces must be minimized and incorporated
within a system of porous pavements,
ponding areas, and siltation basins.

Background Information – Proposals
reviewed for consistency as proposed.

Goal d. Minimize the loss of life and property
from fire.

The City’s Municipal Code contains extensive
fire protection measures for new or
significantly remodeled structures.

In 2023, with the increased severity and
frequency of wildfires in California, community
wildfire planning is increasingly important to
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 67, Packet Page 146

EXHIBIT A
58 help prepare for and adapt to wildfire.

Community Wildfire Protection Plans
(CWPPs) are a tool to help reduce the severity
and impact of wildfires and increase
community resilience. In 2023, an updated
CWPP was completed for the Cities of
Monterey, Carmel-by-the-Sea, and Pacific
Grove. Over 56% of land within these cities is
located in a high or very high fire hazard
severity zone. The CWPP was developed with
input and direction from stakeholders, agency
representatives, and community members.

Policy d.1. Achieve the greatest practical
level of built-in fire protection to confine fires.

The City’s Municipal Code contains extensive
fire protection measures for new or
significantly remodeled structures.

Policy d.2. Achieve effective emergency
access to all developments, installations, and
fire protection equipment for emergency
apparatus and for evacuation.

Background Information – Proposals
reviewed for consistency as proposed.

Program d.2.1. Discourage all dead end
roads and cul-de-sacs longer than 700 feet.

Background Information – Proposals
reviewed for consistency as proposed.

Program d.2.2. Encourage alternative
second access roads as emergency access
for roads greater than 700 feet in length.

Background Information – Proposals
reviewed for consistency as proposed.

Program d.2.3. Locate all installations or
processes considered hazardous in the
safest possible areas or on individual parcels.

Background Information – Proposals
reviewed for consistency as proposed.

The Fire Department regularly inspects sites
that store hazardous materials.

Program d.2.4. In hazardous fire areas,
require fire retardant roofing and access to
steep lots, and consider brush clearance and
planting of non-flammable vegetation.

The City’s Municipal Code contains extensive
fire protection measures for new or
significantly remodeled structures.

Policy d.3. Maintain a cost-effective, high
level of fire protection service.

The City has established a regional fire
protection agency. This effort has improved
the cost-effectiveness of fire protection by
having one administrative function for all fire
services.

Policy d.4. Continue to work with fire
protection agencies that provide fire service
to unincorporated areas through mutual aid.

Encourage those areas that desire fire
protection services which are beyond
“outside legitimate mutual aid” to annex to the
City of Monterey for fire protection services
instead of using contractual or automatic aid
agreements.

The City has established a regional fire
protection agency.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 68, Packet Page 147

EXHIBIT A
59 Policy d.5. Cooperate with fire protection
agencies to obtain and maintain mutual aid
agreements that will augment the City’s fire
protection services. Continue mutual aid with
the California Department of Forestry that
obtain adequate aid for larger, open-range
type fires involving brush, trees and grass
that require specialized tactics and
equipment.

The City has established a regional fire
protection agency.

Policy d.6. Work with Cal-Am to ensure
adequate water pressure for fire fighting.

Background Information – Proposals
reviewed for consistency as proposed.

Goal e. Maximize aviation safety on and
adjacent to the Monterey Airport.

The Monterey County Airport Land Use
Commission has adopted a new
Comprehensive Land Use Plan.

Developments are being reviewed for
consistency with this plan.

Policy e.1. Support safety improvements to
the Monterey Peninsula Airport and adjacent
areas.

The City has historically supported safety
improvements such as the runway extension
program.

Program e.1.1. Review proposed buildings to
ensure compliance with Federal Aviation
Regulations, Part 77, Objects Affecting
Navigable Airspace.

Background Information – Proposals
reviewed for consistency as proposed.

Policy e.2. Continue to work with the airport
district through a fire mutual aid agreement.

The City has established a regional fire
protection agency.

The City also provides contracts fire services
for the airport.

Policy e.3. Require clean up of groundwater
contamination from Airport properties.

This project has been completed.

Policy e.4. In collaboration with the Monterey
Peninsula Airport District, review projects that
may pose risks to the safe operation of the
Monterey Peninsula Airport and mitigate such
impacts through the development review
process.

The Monterey County Airport Land Use
Commission has adopted a new
Comprehensive Land Use Plan.

Developments are being reviewed for
consistency with this plan.

Policy e.5. Develop airport compatibility
policies.

The Monterey County Airport Land Use
Commission has adopted a new
Comprehensive Land Use Plan.

Developments are being reviewed for
consistency with this plan.

In 2023, the City worked on updates to the
General Plan Safety Element to update the
City’s land use documents to be consistent
with the Monterey County Airport Land Use
Compatibility Plan.

Policy e.6. Promote compatible land uses
around the airport consistent with the airport
safety zones.

The Monterey County Airport Land Use
Commission has adopted a new
Comprehensive Land Use Plan.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 69, Packet Page 148

EXHIBIT A
60 Developments are being reviewed for
consistency with this plan.

Goal f. Maintain a high level of police
protection in keeping with the City’s needs.

Adequate police services has been an
ongoing Council discussion. The City
Council has created an incentive program to
hire police officers.

Policy f.1. Encourage project designers to
provide adequate sight lines into residential
areas often susceptible to criminal activity
while maintaining a high aesthetic quality and
neighborhood compatibility.

Background Information – Proposals
reviewed for consistency as proposed.

Policy f.2. Encourage occupants in
residential areas to organize Neighborhood
Watches to prevent crimes against
neighbors, and to institute rapid reporting
procedures.

Future program
Policy f.3. Continue to cooperate and
coordinate with county and state agencies in
providing police services within the
community.

Ongoing
Goal h. Ensure prompt and effective services
to cope with local emergencies.

Adequate fire and police services has been
an ongoing Council discussion. Substantial
progress has been made by creating a
regional fire agency and hiring adequate
police staff.

In 2023, with the increased severity and
frequency of wildfires in California, community
wildfire planning is increasingly important to
help prepare for and adapt to wildfire.

Community Wildfire Protection Plans
(CWPPs) are a tool to help reduce the severity
and impact of wildfires and increase
community resilience. In 2023, an updated
CWPP was completed for the Cities of
Monterey, Carmel-by-the-Sea, and Pacific
Grove. Over 56% of land within these cities is
located in a high or very high fire hazard
severity zone. The CWPP was developed with
input and direction from stakeholders, agency
representatives, and community members.

Policy h.1. Continue to provide high quality
fire, police, and emergency medical services.

Adequate fire and police services has been
an ongoing Council discussion. Substantial
progress has been made by creating a
regional fire agency and hiring adequate
police staff.

Policy h.2. Continue to develop emergency
plans to respond to large-scale natural or
man-made disasters, such as fires,
The City worked cooperatively with Monterey
County on the updated 2022 Hazard
Mitigation Plan.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 70, Packet Page 149

EXHIBIT A
61 earthquakes, floods, nuclear attack, terrorist
attack, or releases of hazardous materials.

Policy h.3. Continue emergency planning
and preparation in cooperation with Monterey
County, neighboring cities, and other
agencies.

The City is worked cooperatively with
Monterey County on the 2022 updated
Hazard Mitigation Plan.

In 2023, with the increased severity and
frequency of wildfires in California, community
wildfire planning is increasingly important to
help prepare for and adapt to wildfire.

Community Wildfire Protection Plans
(CWPPs) are a tool to help reduce the severity
and impact of wildfires and increase
community resilience. In 2023, an updated
CWPP was completed for the Cities of
Monterey, Carmel-by-the-Sea, and Pacific
Grove. Over 56% of land within these cities is
located in a high or very high fire hazard
severity zone. The CWPP was developed with
input and direction from stakeholders, agency
representatives, and community members.

Policy h.4. Work with the Presidio of
Monterey to allow emergency access through
the Presidio. This access should include both
emergency vehicles and resident evacuation.

The City and Presidio of Monterey hosted a
joint emergency access exercise through the
Presidio.

Policy h.5. Continue to work with Monterey
citizens in the Community Emergency
Response Team (CERT) program to maintain
citizen readiness in an emergency.

The City has an active CERT program.

Policy h.6. Maintain community evacuation
shelter and emergency plans.

The City worked cooperatively with Monterey
County on the updated 2022 Hazard
Mitigation Plan.

Noise Element
Goal/Policy/Program Progress
Goal a. Minimize traffic noise in
predominantly residential areas and ensure
noise in commercial areas is at an acceptable
level.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.1. Limit truck traffic to local delivery.

Pacific Grove truck traffic should be assigned
to Holman Highway (Highway 68).

Truck routes have been established.

Policy a.2. Route trucks and through traffic
onto truck routes, even where such routing is
not the shortest distance between points.

Truck routes have been established.

Program a.2.1 Implement traffic calming
measures in neighborhoods.

The City supports projects as submitted
through the Neighborhood Improvement
Program.

Policy a.3. Re-evaluate City traffic flow
systems periodically to determine whether
The City’s Traffic Division has synchronized
signals along several thoroughfares.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 71, Packet Page 150

EXHIBIT A
62 traffic flows can be adjusted through
synchronized signalization or other means to
minimize traffic stops.

Policy a.4. Cooperate with the California
Highway Patrol in the active enforcement of
state motor vehicle noise standards. Active
enforcement of state motor vehicle noise
standards (especially altered or illegal
mufflers) can keep these contributors to the
noise problem under control. The City
enforces state motor vehicle noise standards
on City streets and the Highway Patrol
enforces these standards on state highways.

Ongoing
Policy a.5. Protect areas adjacent to
roadways and freeways with landscaped
noise buffers or other means; sound walls
should not be allowed.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.6. Develop and encourage the use
of non-automobile travel modes such as
bicycle, pedestrian and transit alternatives.

The City has developed a Monterey on the
Move Plan. The City has prepared grants,
implements, and constructs improvements as
funding is available.

Program a.6.1. Give implementation of the
citywide bikeway system a high priority in the
City’s capital funding.

The City has developed a Move Monterey
Plan. The City has prepared grants,
implements, and constructs improvements as
funding is available.

Program a.6.2. Design separated bikeway
and pedestrian systems into all new
roadways and major improvements of
existing roadways where feasible and in
conformance with the City General Plan, area
plans, Parks Master Plan, and Bicycle Master
Plan.

The City has developed a Move Monterey
Plan. The City has prepared grants,
implements, and constructs improvements as
funding is available.

Policy b.1. Support improvements and
operational changes at the airport that
promote safety and noise reduction.

Ongoing.

The City continues to provide input on airport
planning documents.

Policy b.2. Work with the Airport District,
Airport Land Use Commission, and
surrounding cities in planning for appropriate
land uses around the airport and developing
solutions to existing noise problems.

The Monterey County Airport Land Use
Commission has adopted a new
Comprehensive Land Use Plan.

Developments are being reviewed for
consistency with this plan.

Policy b.3. Continue to encourage the airport
to limit aircraft noise between the hours of 11
p.m. and 7 a.m.

Ongoing
The City continues to provide input on airport
planning documents.

Policy b.4. Support limiting the number of
fixed-base general aviation aircraft at the
airport to the existing number.

Ongoing
The City continues to provide input on airport
planning documents.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 72, Packet Page 151

EXHIBIT A
63 Policy b.5. Implement the following land use
standards for properties that are exposed to
noise levels in excess of 60 CNEL (Table 8).

The Monterey County Airport Land Use
Commission has adopted a new
Comprehensive Land Use Plan.

Developments are being reviewed for
consistency with this plan.

Goal c. Encourage quiet neighborhoods. Background Information – Proposals reviewed for consistency as proposed.

Goal d. Allow new construction only where
existing or projected noise levels are
acceptable or can mitigated.

Background Information – Proposals
reviewed for consistency as proposed.

Policy d.1 The City can require noise
mitigations to reduce interior noise levels to
an acceptable level. Table 8 establishes the
land use compatibility standards for new
development.

Background Information – Proposals
reviewed for consistency as proposed.

Policy d.2. Limit hours of noise generating
construction activities. Include this
requirement as a condition of project
approval.

Background Information – Proposals
reviewed for consistency as proposed.

Economic Element
Goal/Policy/Program Progress
Goal a. Maintain and encourage a strong
economic base which will provide tax income
for City services, jobs for Monterey residents,
and services for residents and visitors.

Encourage civic and business decisions
which provide taxes to support City services
to residents and which provide employment
opportunities to residents.

Background information
Policy a.1. Provide a balance between the
economy, preservation of natural and historic
resources, and preservation of residential
areas and services.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.2. Encourage visitor uses which are
based on Monterey’s natural setting and
history, rather than generic visitor uses
without a strong tie to Monterey’s unique
features.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.3. Explore ways to diversify the
Monterey economy to provide higher paying
jobs and a balance to cyclical elements of the
visitor economy.

Ongoing
Policy a.4. Encourage small businesses and
unique locally owned businesses.

Ongoing
Goal b. Expand the economy of Monterey by
building on existing strengths and
emphasizing the natural and historic features
of the City.

Ongoing
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 73, Packet Page 152

EXHIBIT A
64 Policy b.1 Preserve and enhance Monterey’s
historic character and rich cultural traditions
as unique resources that cannot be
duplicated to differentiate Monterey from
other visitor destinations (see also the
Historic Preservation Element).

Ongoing
Program b.1.1. Complete the implementation
of the Historic Monterey Program between
the City of Monterey, Monterey History and
Art Association, and the State Historic Park to
improve historic promotion, education, and
preservation.

Future project
Program b.1.2. Encourage cultural tourism to
attract visitors who typically stay longer and
contribute more to the economy with each
visit.

Ongoing effort with Monterey County Visitors
and Convention Bureau
Policy b.2. Emphasize the natural setting as
the basis for an economy which serves both
residents and visitors.

Ongoing effort with Monterey County Visitors
and Convention Bureau
Program b.2.1. Promote waterfront-related
retail uses and recreational activities in Local
Coastal Programs and Specific plans
appropriate to the natural resources of each
segment of the waterfront as identified in the
Urban Design Element.

Waterfront Master Plan completed.

In 2023, City staff worked with California
Coastal Commission staff and continues to
coordinate with local businesses to extend
outdoor dining areas to help businesses
recover from COVID-19 revenue shortfalls.

Outdoor dining areas are also an objective in
the Waterfront Master Plan.

Policy b.3. Support those institutions and
events which have gained statewide,
national, and international recognition.

Ongoing
Program b.3.1. Support major institutions
located within Monterey, such as the
Monterey Bay Aquarium, the Monterey
Conference Center, the Naval Postgraduate
School, Defense Language Institute, and
Monterey Institute of International Studies.

Ongoing
Program b.3.2. Support and encourage
annual events which are located within the
City of Monterey and encourage a Monterey
component to extraordinary events which are
located in Monterey County.

The City created a special event program to
effectively manage events.

Policy b.4. Support and promote
educational and research institutions.

The City has worked extensively with
Middlebury Institute to promote the evolution
of the university. One example is the City
agreeing to close Pierce Street to create a
university center. Pierce
Street is now closed and creates additional
open space for students. Art was approved in
2023 along this closed street.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 74, Packet Page 153

EXHIBIT A
65 Program b.4.1. Investigate ways to support
the Naval Postgraduate School and Defense
Language Institute so that they remain in the
City of Monterey, including provision of
services to support the operation of the
facilities.

The City of Monterey is home to multiple
military facilities including the Presidio of
Monterey, Naval Post Graduate School, and
Fleet Numerical. These facilities are
predominately education and research
oriented and are a cornerstone of the City’s
economy.

The City of Monterey continues to provide
essential public works services to its military
partners. There is no boundary between the
infrastructure systems and maintenance
inside and outside the military bases.

Collaborating with the City’s military partners,
the City secured a large grant from the
Department of Defense Office of Local
Defense Community Cooperation to study
issues impacting the region’s military facilities
and municipalities. The Monterey Regional
Compatible Use Study (CUS) is a
collaborative planning effort among a variety
of regional stakeholders to identify and
address compatible use and communication
with and around military installations in
Monterey and San Luis Obispo counties. In
2022, the CUS effort directly benefited both
the military and surrounding region by:

Protecting the health, safety, and welfare of
the public and of military personnel;
Preserving long-term compatibility between
military installations and the surrounding
communities to support existing and future
military operations; Sustaining the economic
vitality of local communities; Enhancing
communication and coordination between
military installation and community officials
and staff; and, Providing tools that support
informed decision-making. The project was
completed in 2023.

Program b.4.2. Coordinate with educational
institutions so that City services support
those institutions and so that the institutions
are aware of potential neighborhood impacts
from their operations.

Ongoing
Program b.4.3. Encourage educational
institutions and research facilities to locate in
Monterey.

Ongoing
Program b.4.4. Encourage institutions and
facilities promoting environmental- and
language-based education.

Ongoing
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 75, Packet Page 154

EXHIBIT A
66 The City has worked extensively with
Middlebury Institute to promote the evolution
of the university. One example is the City
agreeing to close Pierce Street to create a
university center. Pierce
Street is now closed and creates additional
open space for students.

Policy b.5. Provide for orderly growth of the
visitor sector of the Monterey economy.

Ongoing
Program b.5.1. Encourage visitor uses to
include goods, services, and experiences that
are also attractive to residents, even if the
destination is primarily oriented to visitors.

Visitors enjoy destinations that are valued by
local residents.

Ongoing
Program b.5.2. Encourage added hotel
rooms within the limits of VAF zoning in order
to increase Transient Occupancy Tax
revenues.

Background Information – Proposals
reviewed for consistency as proposed.

Program b.5.3. Encourage hotel owners to
upgrade their facilities.

Background Information – Proposals
reviewed for consistency as proposed.

Program b.5.4. Modernize and expand the
Monterey Conference Center to increase
year round group business.

Conference Center upgrade completed.

Policy b.6. The public transportation system
should be an added attraction to visitors and
should provide excellent connections among
activity areas for residents and visitors (see
also Circulation Element).

Monterey Salinas Transit completed the Jazz
line.

Goal c. Continue Monterey’s role as the
business and employment center of the
Monterey Peninsula.

Ongoing
Policy c.1. Support the downtown as the
“Monterey Peninsula’s Downtown” and the
core of the City. Coordinate planning for land
use, traffic, pedestrian access, and parking
facilities for the harbor, wharf, Catellus Site,
Custom House Plaza, Conference Center,
downtown, and east downtown areas so that
they contribute to an economically sound and
livable core for the City and Monterey
Peninsula.

Waterfront Master Plan and Downtown
Specific Plan completed.

Policy c.2. Provide for the orderly growth of
the retail sector.

Specific Plans were adopted for the City’s
commercial areas.

Program c.2.1. Support and retain existing
retail businesses with Business Improvement
Districts and Main Street programs where
locally established and with design
standards, improvement programs, and
façade programs where appropriate.

Specific Plans were adopted for the City’s
commercial areas.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 76, Packet Page 155

EXHIBIT A
67 Policy c.3. Support the visitor industry as
the primary economic base of the community.

Ongoing
Policy c.4. Support the military uses in the
community with essential public services.

The City of Monterey is home to multiple military
facilities including the U.S. Army Garrison
Presidio of Monterey and Naval Support Activity
Monterey (Naval Postgraduate School, and Fleet
Numerical. These facilities are predominately
education and research-oriented and are a
cornerstone of the City’s economy.

Policy c.5. Encourage and support the
preservation of the Monterey fishing industry.

The City distributed a Request for Proposal to
lease the commercial warehouse for fish
processing uses. Some tenants have signed
long term leases and other spaces are still
being negotiated.

Policy c.6. Encourage measured and
orderly growth of Monterey
industrial/business park areas.

The City’s Zoning Ordinance contains a list of
uses to encourage orderly growth of
industrial/business park areas.

Policy c.7. Encourage small businesses and
locally owned business.

Ongoing
Policy c.8. Support existing and future
educational and research institutions.

Ongoing
Policy c.9. Encourage expansion of cultural
and performing arts, including possible use of
the State Theatre as a performing arts facility
and other venues for the arts.

The Golden State Theater was acquired by a
private party and events are hosted.

Policy c.10. Promote festivals as a support
for commercial areas.

The City regularly promotes festivals through
its website and social media.

Policy c.11. Provide support for the health
care providers, including hospitals and
private practice offices.

The City has processed several development
applications for the health care industry.

Policy c.12. Encourage activities for children
such as Dennis the Menace Park and MY
Children’s Museum.

Due to COVID, many programs were
suspended to protect health and safety;
services are being slowly reintroduced.

Typically, the City’s Recreation Department
supports multiple children activities.

Policy c.13. Support language uses and
Monterey as the Language Capitol of the
World.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.14. Support environmental and
scientific research such as marine,
meteorological and oceanographic research.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.15. Support major employers.

Encourage growth of these employers within
the City and actively work to retain them
within the City.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.16. Support the unique role of each
business area within the City.

Background Information – Proposals
reviewed for consistency as proposed.

Policy c.17. Support public schools as a
community resource and as a primary factor
which attracts employers to the community.

The City continues to support public schools.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 77, Packet Page 156

EXHIBIT A
68 Goal d. Encourage housing, including mixed
use housing to meet the needs of business
(see Housing Element).

Specific Plans were adopted for the City’s
mixed-use areas to encourage housing.

Goal e. Continue to provide exceptional
public safety to assure that visitors and
residents are not discouraged from visiting or
shopping in Monterey (see Safety Element).

The City Council has established public
safety as a high priority and has staffed
accordingly.

Social Element
Goal/Policy/Program Progress
Goal a. Provide a comprehensive network of
services to meet the needs of families.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.1. Preserve existing and encourage
development of new family housing in
Monterey as outlined in the Housing Element.

Background Information – Proposals
reviewed for consistency as proposed.

Policy a.2. Maintain affordable supportive
services such as family counseling and day
care.

Background Information – Proposals
reviewed for consistency as proposed.

Program a.2.1. Encourage development of
private day-care homes.

City zoning regulations allow private day-care
homes.

Program a.2.2. Encourage and facilitate the
creation of high-quality state-licensed daycare facilities.

City zoning regulations allow private day-care
homes.

Fire Department conducts regular inspections
of larger day care facilities.

Program a.2.3. Encourage day-care
programs that can accommodate children
with health care needs.

City zoning regulations allow private day-care
homes.

Program a.2.4. Continue to support
counseling and other youth services.

Ongoing
Policy a.3. Encourage public and private
agencies to provide community service and
recreational opportunities that enable young
people to make constructive use of their
leisure time.

The City Recreation Department provides
extensive programming and services.

Policy a.4. Identify and support efforts to
create a transportation network that can
support children.

Future program
Goal b. Continue existing programs and
encourage development of new programs
that meet the basic needs of elderly
residents, including those on fixed income
(e.g., food, transportation, recreation, and
housing).

The City of Monterey has programs provided
for seniors at Scholze Senior Center.

Policy b.1. Encourage development of
various types of housing for seniors, including
retirement housing and care facilities.

Ongoing
Policy b.2. Support the development of
medical programs and facilities to meet the
Ongoing
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EXHIBIT A
69 growing needs for medical care as the City’s
population ages.

The City has reviewed and approved several
medical facilities.

Policy b.3. Support and expand services for
seniors, including volunteer and recreational
opportunities, library, cultural, and
educational services.

The City of Monterey has an extensive
program provided for seniors at Scholze
Senior Center.

Policy b.4. Support and expand
transportation services for seniors such as
taxi vouchers and MST Rides.

City provides taxi vouchers for seniors. City
also supports MST Rides program.

Policy b.5. Encourage services to help
seniors stay in their own homes and
independent, such as adult day care, public
transportation, and Mr. Fixit home
improvement funds.

City provides a Mr. Fix It Program to help
seniors stay in their home.

Policy b.6. Encourage reduced City fees and
the development of private sector discounts
for lower income seniors.

Future Program
Goal c. Continue to provide programs for
special need households.

The City Recreation Department provides
extensive programming and services.

Policy c.1. Help meet the recreational needs
of the disabled.

The City Recreation Department provides
extensive programming and services.

Policy c.2. Support transportation services
for persons with special needs.

MST Rides program provides transportation
services for people with special needs.

Program c.2.1. Continue to support the
specialized transportation program for the
disabled such as taxi vouchers and the MST
Rides program.

City continues to support this program.

Policy c.3. Encourage the coordination of
services of all public and private
transportation providers.

Ongoing
Policy c.4. Support public and nonprofit
agencies that assist homeless persons to find
long-term shelter and employment.

City has provided substantial grants to
Community Human Services and Veterans
Transition Center to increase homeless
housing.

The City also supports financially Gathering
for Women and other groups.

Goal d. Encourage planning and coordination
of the health care system to ensure efficient
and effective delivery.

The City has reviewed several new health
care facilities.

Policy d.1. Encourage the Monterey County
Health Department to provide adequate
preventative health care and mental health
education within the City for all residents.

Future program
Policy d.2. Encourage the availability of
counseling services for all that need them,
regardless of ability to pay.

Future program
Policy d.3. Encourage the county health
department and local hospitals to provide
low-cost counseling services to all residents.

Future program
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EXHIBIT A
70 Policy d.4. Encourage coordination efforts in
the health care field to provide a continuum of
care.

Future program
Policy d.5. Encourage programs for public
agency personnel to train them to work with
people who have mental health issues.

City Human Resources Department
conducted a citywide training.

Goal e. Support programs that provide strong
educational opportunities at all levels, from
pre-school to postgraduate programs.

Ongoing
Policy e.1. Review opportunities for resource
sharing to strengthen K-12 educational
programs within the City.

Ongoing efforts between City of Monterey
Recreation Department and Monterey
Peninsula Unified School District
Policy e.2. Explore opportunities for
business/school partnerships to assist in
education programs and support for students.

Future program
Policy e.3. Continue homework assistance
programs.

The City Library provides extensive
resources for homework assistance online.

Policy e.4. Develop cooperative relationships
with colleges and postgraduate schools to
strengthen educational opportunities in the
City.

Ongoing
City has specifically worked with Middlebury
Institute on their university master plan and
implementation.

Policy e.5. Encourage sharing of facilities
between educational institutions and the City
to maximize use of limited resources.

The City and Monterey Peninsula Unified
School District have an existing shared use
agreement.

Goal f. Ensure prompt and effective services
to cope with local emergencies.

The City Council has prioritized public safety
staffing levels to cope with local
emergencies.

Policy f.1. Encourage the development of
community services, with an emphasis on
crime prevention and supportive services for
the victims of crime.

The City Council has prioritized public safety
staffing levels.

Program f.1.1. Continue and expand the
city’s crime prevention program.

The City Council has prioritized public safety
staffing levels.

Program f.1.2. Cooperate with service clubs
and other community groups in crime
prevention efforts.

The City Council has prioritized public safety
staffing levels. The City’s Police Department
coordinates closely with the Monterey
Peninsula Unified School District.

Program f.1.3. Continue in-school law
enforcement programs and lectures to
community groups on topics such as drug
abuse, crime prevention, and the rights of
minors.

The City Council has prioritized public safety
staffing levels. The City’s Police Department
coordinates closely with the Monterey
Peninsula Unified School District.

Program f.1.4. Encourage programs that
inform residents of their legal rights and
responsibilities.

Ongoing
Policy f.2. Support nonprofit agencies that
provide assistance, such as food and shelter,
during family emergencies.

The City’s Housing Program provides funding
to several nonprofits helping to foster a social
network for family emergencies.

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EXHIBIT A
71 Policy f.3. Continue to work with service
providers to promote programs, which
encourage good citizenship in children and
teenagers.

Future program
Policy f.4. Support counseling services for
youth and early intervention to lessen
alienation and potential delinquent behavior.

Ongoing
Policy f.5. Provide service to military
installations and neighboring jurisdictions
through contractual agreements without
diminishing service levels to city residents.

Ongoing
Goal g. Provide Library services, programs,
and resources to meet changing community
needs and interests.

The City’s Library provides extensive
services, programs, and resources.

Policy g.1. Acquire and maintain collections
of books and other resources to meet current
and projected community needs and interests
and provide a balanced representation of
ideas and information. Continue special
emphasis on the increasingly complex needs
of children and young people, as well as the
growing number of senior citizens in our
society.

The City’s Library provides extensive
services, programs, and resources.

Policy g.2. Provide effective, accessible,
safe and attractive Library facilities. Planning
efforts will address the need for more space
in order to continue to fulfill the Library’s
mission.

The Library Board completed a
comprehensive master planning process in
2020.

Policy g.3. Provide access to information
and resources for remote users from their
homes, workplaces, and schools.

The City maintains an extensive website.

Policy g.4. Share resources and coordinate
activities with other city departments,
libraries, agencies, and organizations in order
to maximize service to the community.

Ongoing
Goal h. Continue and expand cultural arts
programs for the enrichment of the daily life
of the City’s residents and visitors.

The City has an active museum and cultural
arts program.

Policy h.1. Develop sustained funding for a
variety of art elements in public places
through private-public collaboration.

Ongoing. The City’s Museum and Cultural
Arts Division actively pursues grants for
public art projects.

Policy h.2. Continue the program of
underwriting cultural arts agencies that offer
arts activities for the benefit of the residents
and visitors.

Ongoing. The City’s Museum and Cultural
Arts Division actively pursues grants for
public art projects.

Policy h.3. Restore Colton Hall for use as a
museum.

Colton Hall is operated as a museum.

Policy h.4. Maintain the annual plan for the
cultural arts.

The Museum and Cultural Arts Division
adopts an annual plan for its programs.

Goal i. Continue to evaluate and strategize Ongoing
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EXHIBIT A
72 on how to meet the City’s social service
needs.

Policy i.1. Coordinate with various service
providers to determine how needs can be
met. Recognize that the City may not be able
to provide all the services needed but can
serve as the catalyst to encourage additional
services and partnerships.

Ongoing
Policy i.2. Continue to provide high quality
programs that meet the changing needs of
Monterey’s population.

Ongoing
Goal j. Maintain a high level of
communication between residents and the
City.

Ongoing
The City provides extensive updates on the
City’s website, social media, and printed
information campaigns.

Policy j.1. Encourage two-way
communication between the City and
residents and businesses.

Ongoing
The City provides extensive updates on the
City’s website, social media and printed
information campaigns. Comments are
regularly received.

Program j.1.1. Continue government
outreach through programs like the City
Focus newsletter, broadcast of public
meetings, public access television, City web
sites, and meetings with neighborhood
leaders and business associations.

Ongoing
The City provides extensive updates on the
City’s website, social media and printed
information campaigns
Program j.1.2. Encourage residents to
communicate with the City through programs
like the City telephone hotline, surveys,
email, etc.

Ongoing
Program j.1.3. Continue programs that
encourage volunteer participation.

The City has a number of programs that are
volunteer based such as museum and park
services.

Program j.1.4. Encourage residents to
participate in City Boards and Commissions.

The City advertises all Board and
Commission positions.

Program j.1.5. Assure that public records are
accessible to citizens.

Many public records are available online,
such as agendas, minutes, resolutions, and
ordinances.

The City Clerk’s Office coordinates all public
record act requests.

Goal k. Provide accurate information on
available social services in a manner which is
easily accessible to all residents and service
providers.

Ongoing
Policy k.1. Develop and provide information
about social services in appropriate locations
in the City, including the Library, Police
Ongoing
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EXHIBIT A
73 Department, Housing Division, and
Neighborhood Centers. Continue to provide
referral services.

Policy k.2. Evaluate coordination efforts of
service providers who request city funds.

The City Housing Office monitors and
coordinates all the City’s social service
grants.

Policy k.3. Advocate social services
coordination efforts at the county level.

Ongoing. The City participates in multiple
regional task forces and meetings.

Policy k.4. Participate in ongoing
assessment of community social needs and
resources.

The City completed a study evaluating social
needs and resources in 2019.

Policy k.5. Continue to gather data on social
needs and target groups; update the needs
assessment on a periodic basis.

The City completed a study evaluating social
needs and resources in 2019.

Policy k.6. Provide information and
assistance to service providers and
community groups to enable them to develop
needed services.

Ongoing
Historic Preservation Element
Goal/Policy/Program Progress
Goal a. Preserve historic and cultural
resources in Monterey, including buildings,
sites, landscapes, artifacts, and memories.

The City’s Historic Preservation Ordinance
preserves historic and cultural resources.

Policy a.1. Maintain a balanced preservation
program with plans, surveys, ordinances to
preserve historic resources, and incentives,
including permit streamlining, to balance the
added costs of maintaining historic
resources.

The City has completed historic surveys of
several neighborhoods. The City received a
Certified Local Government Grant to prepare
a historic survey of the Alta Mesa
neighborhood. The City Council approved the
Alta Mesa historic survey.

Program a.1.1. Maintain the Historic Master
Plan with review and updates at five-year
intervals.

The City maintains the Historic Master Plan.

A future project should be to update the
master plan.

Program a.1.2. Encourage historic zoning
and Historic Districts in areas that are
eligible. Consider City-initiated historic
zoning and Districts for resources with state,
national, and international significance.

The City’s Historic Ordinance allows
designation of historic sites and districts.

The City designated three properties during
2023.

Program a.1.3. Complete the City-wide
historic survey program and maintain up-todate surveys of potentially historic resources.

The City has completed historic surveys of
several neighborhoods. The City received a
Certified Local Government Grant to prepare
a historic survey of the Alta Mesa
neighborhood. The City Council approved
the Alta Mesa historic survey. City staff
updated the Historic Master List to reflect all
historic properties and designations within the
City across all historic surveys.

Program a.1.4. Develop a Master Plan for
the lower Presidio of Monterey Historic Park.

Completed
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EXHIBIT A
74 Program a.1.5. Develop a Master Plan for
the Royal Presidio Site in conjunction with the
Diocese of Monterey.

Future project
Program a.1.6. Encourage the identification
and preservation of historic landscapes,
including incentives for preservation.

The City’s Historic Preservation Ordinance
preserves historic and cultural resources.

Program a.1.7. Maintain and update the
City’s historic incentive programs to support
historic property owners, including grant
programs, land use incentives, flexible zoning
and parking standards, property tax relief,
Historic Building Code, and expedited
processing for historic resources.

City staff is currently working on updating the
Historic Preservation Ordinance. This update
includes revisions to its incentives.

In 2023, City staff updated the Historic
Master List to reflect all historic properties
and designations within the City across all
historic surveys. The City continued to
inspect Mills Act contract properties in the
City to ensure compliance with each
property’s respective maintenance schedule
and associated investment. The City adopted
a temporary moratorium for Mills Act contract
and will report back to the City Council about the
issue. City staff continues to monitor Mills Act
contract applications to encourage
preservation of historic properties.

Policy a.2. Encourage the collection and
preservation of artifacts, print materials, oral
histories, and ephemera.

The City’s Museum and Cultural Resource
Division encourages the collection and
preservation of artifacts, print materials, oral
histories, and ephemera.

Program a.2.1. Maintain and expand the
historic collection at the Library California
Room.

Ongoing
Program a.2.2. Support cultural museums,
learning and interpretive centers, and
libraries that preserve, store, protect, and
make artifacts available for public display and
study.

Ongoing
Policy a.3. Maintain City-owned historic
buildings in accordance with the Secretary of
the Interior's Standards for the Treatment of
Historic Resources.

Ongoing
Policy a.4. Utilize the CEQA process for
projects located in archaeologically sensitive
areas to identify and mitigate potential
impacts on archaeological resources.

Background Information – Proposals
reviewed for consistency as proposed.

Goal b. Coordinate the preservation,
interpretation, and presentation of historic
Monterey by the various agencies that
interpret and maintain Monterey historic
resources.

Ongoing
Policy b.1. Continue to support the Historic
Monterey program, which coordinates with
Ongoing
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EXHIBIT A
75 government, nonprofit, and other historic
organizations to preserve and present
Monterey history.

Program b.1.1. Coordinate historic
programming so that residents and visitors
can experience and understand the entire
range of Monterey history in a seamless
manner.

Ongoing
Program b.1.2. Establish a single passport
or ticket mechanism that provides access to
all historic destinations.

Program has been periodically provided over
the years.

Program b.1.3. Coordinate hours of
operations and tours so that they do not
overlap. Develop sample itineraries for
residents or visitors based on length of time
they have to visit historic sites.

Future program
Program b.1.4. Coordinate historic
programming with other non-historic
destinations and activities in Monterey.

The City coordinates History Day with its
partners.

Program b.1.5. Integrate marketing efforts of
the various agencies that interpret Monterey
history.

The Monterey County Visitors and
Convention Bureau integrates marketing
efforts.

Program b.1.6. Consolidate specialized
staffing and functions among organizations
with historic resources by sharing
maintenance, training, archival, craftspeople,
and other resources necessary for the
preservation of historic buildings, sites, or
artifacts.

Ongoing as appropriate
Program b.1.7. Promote the development of
skills programs such as apprentices and
internships in preservation or archival
techniques.

Future program
Program b.1.8. Coordinate collections
management among libraries and museums.

Ongoing
Program b.1.9. Include military bases and
military history in the Historic Monterey
program by reaching out to the Defense
Language Institute and Naval Postgraduate
School for coordinated historic programming.

The City coordinates History Day with its
military partners.

Program b.1.10. Encourage publication and
interpretation of Monterey history, particularly
a comprehensive history that includes the
period from signing of the State Constitution
in 1850 to the present.

Completed
Program b.1.11. Develop an historic
entrances and vistas programs, to identify
and enhance recognition of the various
historic influences in Monterey, such as
Spanish and Mexican government, American
Future program
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EXHIBIT A
76 conquest and statehood, Gilded age, fishing
era, etc.

Program b.1.12. Work with the partners in
the Historic Monterey Program so that levels
of service are not diminished if funding is
diminished.

Program has been periodically provided over
the years.

Public Facilities Element
Goal/Policy/Program Progress
Goal a. Phase future development in
accordance with the City’s ability to service it.

Background Information – Proposals
reviewed for consistency as proposed
Policy a.1. Use the City’s capital
improvement program for determining shortrange priorities for the allocation of public facilities funds consistent with the General
Plan.

Completed annually
Policy a.2. Encourage review of proposed
public facilities of all agencies by the City
Planning Commission.

Background Information – Proposals
reviewed for consistency as proposed
Policy a.3. Encourage infill development
within the City where it can efficiently be
provided with public facilities and utilities.

Completed
Specific Plans have been adopted for infill
development to streamline development
review.

Program a.3.1. Monitor limited public
services (e.g., water, sewer, streets) and
develop a system to determine the impacts of
proposed developments on these resources.

Background information – Public Works
Department monitors.

Program a.3.2. Mitigate the impacts of
proposed developments through means such
as increased use of transit and water
conservation.

Background Information – Proposals
reviewed for consistency as proposed
Policy a.4. Major new developments, such
as annexed areas, should generate enough
revenues to pay for the public services they
demand.

Background Information – Proposals
reviewed for consistency as proposed
Policy a.5. Reserve adequate space in new
development for schools, parks, playgrounds,
bikeways, community centers, libraries, fire
stations and other public facilities.

Background Information – Proposals
reviewed for consistency as proposed
Policy a.6. Control the rate of development if
all projects being proposed cannot
adequately be served with public facilities, or
could cause a rate of growth higher than the
community feels is acceptable.

Background Information – Proposals
reviewed for consistency as proposed
Goal b. Maintain a high level of police
protection consistent with the City’s needs
and financial resources.

The City Council has prioritized public safety
staffing levels.

Policy b.1. Provide for adequate police
facilities through the Capital Improvement
Program.

Annual Capital Improvement Program
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EXHIBIT A
77 Policy b.2. Continue to cooperate and
coordinate with county and state agencies in
providing police services within the
community.

Ongoing
Policy b.3. Develop a plan to upgrade or
replace the main police station.

Future project
Goal c. Maintain facilities to provide a costeffective, high level of fire protection service.Ongoing Policy c.1. Require built-in fire protection for
new and existing structures to minimize the
need for additional fire facilities.

The City’s Municipal Code requires built-in
fire protection.

Policy c.2. Identify cost-effective fire station
locations. using contractual or automatic aid
agreements.

The City provides contract fire services for
the Monterey Peninsula Airport District. As a
result, adequate response times are available
along the Highway 68 corridor.

Policy c.3. Continue to monitor and evaluate
the need for a new fire station to serve the
Monterey-Salinas Highway (68) and Ryan
Ranch areas. Explore opportunities to colocate at the airport’s fire station to provide this additional service.

The City provides contract fire services for
the Monterey Peninsula Airport District. As a
result, adequate response times are available
along the Highway 68 corridor.

Policy c.4. Provide for adequate fire facilities
through capital funding.

Capital Improvement Program
Policy c.5. Develop a plan to upgrade or
replace the fire administration building.

Future project
Goal d. Continue to work with various
agencies to provide exemplary educational
facilities in the City of Monterey.

Ongoing
Policy d.1. Work with Monterey Peninsula
Unified School District in school site planning.

Ongoing
Policy d.2. Work with the District on the
reuse of school sites that are no longer
needed.

Ongoing
Policy d.3. Continue to encourage
coordination between the City, military,
Monterey Peninsula Unified School District,
Monterey Peninsula College, and private
schools in the planning of future school
facilities.

Ongoing
Policy d.4. Due to limited land and
resources, continue to encourage shared
facilities and resources among the City,
military, and schools.

Ongoing
The City has a shared use agreement with
the Monterey Peninsula Unified School
District.

Policy d.5. Continue to support joint use
agreements to enable investment in school
district facilities.

Ongoing
The City has a shared use agreement with
the Monterey Peninsula Unified School
District.

Policy d.6. Encourage the retention of
Monterey High School in the downtown core.

Ongoing
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EXHIBIT A
78 Goal e. Support the establishment of a
standing committee made up of
representatives of the Peninsula cities, the
county, and the three military facilities on the
Peninsula. The committee should work on
solutions to public facility issues such as
housing, infrastructure, recreation, and public
works issues.

Ongoing
Goal f. Maintain and support the present high
level of cultural facilities and activities in the
City.

A high level of cultural facilities and activities
are maintained.

Policy f.1. Provide adequate library facilities
through the Capital Improvement Program.

Ongoing
Policy f.2. Continue to support cooperation
between the City Library and other libraries in
the region.

Ongoing
Policy f.3. Seek opportunities to provide
additional offsite services and facilities for the
Monterey Conference Center.

The City Conference Center staff cooperates
with offsite venues to expand opportunities
for conferences.

Policy f.4. Continue to explore opportunities
to create a performing arts center in the City.

Future program
Policy f.5. Work cooperatively with public
and private entities to provide community
meeting space.

Conference Center completed
Policy f.6. Work with State Parks Foundation
to get the historic park facilities open to the
public and maintained operational.

Efforts have been made with moderate
success.

Policy f.7. Continue to work with various
agencies to acquire and restore the State
Theater.

The State Theater is now privately owned
and offers various cultural events.

Acquisition is no longer required.

Goal g. Continue to support the expansion of
health care facilities that provide more
efficient and cost-effective services to local
residents.

Background Information – Proposals
reviewed for consistency as proposed.

Goal h. Comprehensively plan buildings and
parking for the entire Civic Center Campus.

Continue to support improvements to the
Civic Center facilities in keeping with the
City’s needs and financial resources to
improve public access and services.

Background information
Goal i. Promote the improvement of facilities
in the harbor area that will provide services
needed by both Monterey’s fishing industry
and pleasure craft owners.

City regularly maintains its harbor facilities.

Policy i.1. Continue to provide adequate
berthing in the Monterey harbor for fishing
vessels and pleasure craft at prices
competitive with other areas.

Adequate berthing provided. Wait lists do
exist.

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EXHIBIT A
79 Policy i.2. Maintain and enhance adequate
facilities in the harbor area for unloading and
transportation of fish.

City maintains Wharf II for fishing services.

Policy i.3. Support recreational fishing on
Wharf 2.

Completed
Recreational fishing is allowed.

Goal j. Continue to provide excellent park
and recreation opportunities to the
community.

The City provides excellent park and
recreation opportunities to the community.

Policy j.1. Continue to evaluate how and
where to provide services as community
needs evolve over time.

The City created a Parks Master Plan.

Policy j.2. Consider the needs of special
populations when planning park and
recreation opportunities and facilities.

Ongoing
Policy j.3. Continue to coordinate with
outside agencies, such as school districts
and the military, to provide a comprehensive
recreation program.

Ongoing
Policy j.4. Provide adequate maintenance of
existing park and recreation facilities.

The City maintains the existing park and
recreation facilities.

Policy j.5. Provide for new park and
recreation facilities through capital funding.

Ongoing
Policy j.6. Continue to require new
developments to pay their fair share for park
and recreation facilities and maintenance.

The City Council has eliminated the parks
and recreation fees to promote housing
development.

Goal k. Continue cooperation with the
Monterey Regional Water Pollution Control
Agency to maintain an environmentally
compliant closed system (system that
complies with environmental regulations) that
ultimately allows partial reuse of the
wastewater.

Ongoing
Policy k.1. Encourage measures to promote
proper disposal of pollutants into the sanitary
sewer or hazardous waste facilities rather
than into the storm drainage system.

Ongoing
Policy k.2. Continue inspections of the City’s
sewer pipe system to prioritize maintenance
needs.

Ongoing
Policy k.3. Set sewer fees at a rate sufficient
to maintain and, when necessary, replace the
system.

Ongoing
Goal l. Continue to improve drainage and
urban runoff quality throughout the City and
maintain Monterey’s status as a regional lead
agency for storm water management
programs.

Ongoing
Policy l.1. Set storm drain fees at a rate
sufficient to maintain and, when necessary,
replace and upgrade the system.

Ongoing
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EXHIBIT A
80 Policy l.2. The City of Monterey will comply
with requirements from State regulatory
agencies related to urban runoff quality. This
includes required implementation of the
National Pollution Discharge Elimination
System (NPDES) Phase II six minimum
measures.

Ongoing
Background Information – Proposals
reviewed for consistency as proposed.

Goal m. Develop long-term water supplies
and conservation methods so that there is
sufficient water to implement General Plan
goals.

Adequate water supplies have not yet been
developed to support General Plan goals.

Policy m.1. Develop alternatives for longterm water supply both within and outside the framework of the Water Management District
and the California American Water Company.

The Water Authority was established and met
for several years. It was disbanded as the
Monterey Peninsula Water Management
District undertook a greater role.

Program m.1.1. Establish an independent
task force of Peninsula cities to develop new
and creative sources for long-term water
supplies and conservation methods for the
region.

The Water Authority was established and met
for several years. It was disbanded as the
Monterey Peninsula Water Management
District undertook a greater role.

Program m.1.2. The task force should meet
with appropriate public and private agencies
to provide water supply necessary to meet
long-term needs within the framework of their
particular rules and constraints.

The Water Authority was established and met
for several years. It was disbanded as the
Monterey Peninsula Water Management
District undertook a greater role.

Program m.1.3. The task force should
evaluate all water supply options.

The Water Authority was established and met
for several years. It was disbanded as the
Monterey Peninsula Water Management
District undertook a greater role.

Program m.1.4. The City and Task Force
should evaluate the potential for City water
utilities for each city or a combination of
cities.

The Water Authority was established and met
for several years. It was disbanded as the
Monterey Peninsula Water Management
District undertook a greater role.

Program m.1.5. Develop and continue
conservation programs to reduce water
consumption, including but not limited to
retrofit, stormwater reuse, water reclamation
programs for golf course and other uses,
greywater reclamation programs for both new
and existing developments. Encourage
conservation and reclamation of water at
military and educational institutions.

The City has implemented multiple water
saving measures at its facilities.

Additional opportunities exist.

Program m.1.6. Encourage property owners
to achieve full or partial independence from
the existing water system (e.g. wells,
cisterns). The City should work with other
government agencies to eliminate rules that
would impede these solutions.

The State of California passed legislation to
prohibit new wells. This is no longer an
option.

Program m.1.7. Encourage landscaping with
drought-resistant native plants in both
Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 90, Packet Page 169

EXHIBIT A
81 existing and proposed public and private
development projects.

The State of California adopted strict
regulations requiring drought resistant
landscaping and water regulations. The
Monterey Peninsula Water Management
District evaluates each project for compliance
prior to issuance of a building permit.

Program m.1.8. Any water saved or
reclaimed should be under City control for
City re-allocation.

Completed
The City Council allocates water for
affordable housing construction only.

Goal m.2. Encourage Cal-Am to maintain the
City’s water supply system in a good state of
repair to prevent leakage and other water
loss.

Ongoing
Policy m.2. Encourage continued
development of the City’s water supply
system to meet established fire flow
standards (including reservoirs, mains, and
hydrants).

Background Information – Proposals
reviewed for consistency as proposed.

Program m.2.1. Encourage the Water
Management District to work with the City to
provide and improve emergency measures to
insure adequate water, storage and
distribution during disaster circumstances.

Future program
Goal m.3. Establish goals, standards and
priorities for water allocation.

Completed
The City Council allocates water for
affordable housing construction only.

Policy m.3.1. Identify the current unmet
community needs that require water, and
establish priorities so that the most essential
land uses are provided for.

Completed
The City Council allocates water for
affordable housing construction only.

Goal n. Continue to provide facilities to
implement cost-effective and incentive-based
recycling programs and education for items
such as yard waste, vehicle oil, food
containers, cardboard, and mixed paper to
divert waste generated by residential and
commercial customers.

Ongoing
Policy n.1. Continue to provide specific
waste reduction and recycling programs for
users, such as manufacturing, restaurant,
business, military, and residential customers.

Ongoing
Policy n.2. Encourage the development of
commercial composting and educational
programs.

The City is implementing the State’s
increased composting regulations. Staff
contacts individual businesses regarding
compliance.

Policy n.3. Implement waste and recycling
enclosure standards for all new
developments and remodels.

Background Information – Proposals
reviewed for consistency as proposed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 91, Packet Page 170

EXHIBIT A
82 Goal o. Maintain the existing City buildings
by applying building maintenance standards
that are appropriate based on the age, type
and purpose of the structure.

The City’s Maintenance Division continues to
repair buildings subject to approval of the
annual budget.

Policy o.1. Continue to implement concepts
that promote green buildings and
construction.

The State of California incorporated green
building standards into the State Building
Code. The City’s Building Division is required
to confirm compliance with state
requirements as part of building permit
issuance.

Policy o.2. Provide ongoing and preventative
maintenance in a timely manner.

Ongoing
Adequate maintenance is currently provided.

Goal p. Ensure that adequate space
continues to be available at the City
Cemetery or new facilities.

Ongoing
Policy p.1. Review the City’s Cemetery Plan
periodically and construct facilities as
needed.

As needed
Policy p.2. Support development of a
Veterans Cemetery in the area.

Completed
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 92, Packet Page 171

EXHIBIT A
83 Appendix B – Housing Element Annual Progress Report
Attached as separate document.

Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 93, Packet Page 172

EXHIBIT A
84 Appendix C – Affordability Levels by Income and Household Size Charts Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 94, Packet Page 173

EXHIBIT A
85 Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 95, Packet Page 174 Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
Please Start Here
General Information
2023
Monterey
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Click here to add rows to a table. If you add too many rows, you may select a cell in the row you wish to remove and type ctrl + d.
580 Pacific Street
Monterey
93940
Kimberly
Cole
Community Development Director
[email protected]
8316463759
Mailing Address
Annual Progress Report January 2020
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 96, Packet Page 175 Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information. The other file will be list of the problematic  cells, along with a description of the nature of the error.

Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing. Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.

Optional: This macro identifies dates entered that occurred outside of the reporting year. RHNA credit is only given for building permits issued during the reporting year.

Link to the online system: https://apr.hcd.ca.gov/APR/login.do Submittal Instructions
Please save your file as Jurisdictionname2022 (no spaces). Example: the city of San Luis Obispo would save their file as SanLuisObispo2022 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:

1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].

2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at [email protected]. Please send the Excel workbook, not a scanned or PDF copy of the tables.

Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 97, Packet Page 176 Jurisdiction Monterey
Reporting Year 2023
Housing Element Planning Period 5th Cycle
Current Year
Deed Restricted 0
Non-Deed
Restricted 0
Deed Restricted 0
Non-Deed
Restricted 0
Deed Restricted 0
Non-Deed
Restricted 0
22 22
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 1
Single-family Detached 0 0 1
2 to 4 units per structure 7 3 7
5+ units per structure 25 0 0
Accessory Dwelling Unit 22 19 20
Mobile/Manufactured Home 0 0 0
Total 54 22 29
Infill Housing Developments and Infill Units Permitted # of Projects Units 19 22
00 11
14 14
0 0
0 Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 35 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
(Jan. 1 - Dec. 31)
12/31/2015 - 12/31/2023
Number of SB 35 Streamlining Applications Approved
Very Low
Low
Moderate
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 98, Packet Page 177 Income Rental Ownership Total
Very Low 00 0
Low 00 0
Moderate 00 0
Above Moderate 00 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 00
SB 9 (2021) - Residential Lot Split 00
AB 2011 (2022) 00
SB 6 (2022) 00
SB 35 (2017) 00
Ministerial and Discretionary Applications # of Applications Units Ministerial 99
Discretionary 25
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 60 0
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 35 Streamlining Permits
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 99, Packet Page 178 Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application Status Project Type Notes
2 34 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to 4,5+,ADU,MH)
Tenure
R=RenterO=Owner
Date
Application
Submitted
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome Total PROPOSED Units by Project
Total

APPROVED
Units by
project
Total

DISAPPROVED
Units by Project
Please select
streamlining
provision/s the
application was
submitted
pursuant to.

Did the housing
development
application seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were incentives
or concessions
reqested
pursuant to
Government
Code section
65915
approved?
Please indicate
the status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 0 14 14 14 0 1/12/2001 799 Cannery
Row Mackerel Jacks ARP-19-0401 2 to 4 R 12/4/2019 4 4 4 No No Approved 001-064-011 442 Hawthorne Hartman Residence VA-19-0042 SFD O 3/13/2019 1 1 1 No No Approved011-591-011 22 Spray 22 Spray ARP-19-0084 SFD R 8/21/2019 1 1 1 No No Approved001-844-002 1230 Sixth 1230 Sixth ARP 18-0431 SFD O 2/6/2019 1 1 1 No No Approved 013-171-014 2200 North
Fremont 2200 North Fremont ARP 19-0044 5+ R 4/3/2019 4 4 24 32 32 No No Approved 001-771-013 200 Glenwood 200 Glenwood ARP 17-0503 5+ R 4/8/2019 40 40 40 No No Approved 1/13/2010 851 Cannery
Row 851 Cannery Row HP 19-0234 2 to 4 R 7/5/2019 1 1 1 No No Approved 001-031--003 300 Cannery
Row 300 Cannery Row ARP 19-021 5+ O 12/21/2019 1 1 8 10 10 No No Approved 001-691-001 595 Munras 595 Munras ARP 18-022 5+ R 1/9/2019 8 8 8 No No Approved001-953-005 76 Custa Vista 76 Cuesta Vista MBP 18-1823 ADU R 7/24/2019 1 1 1 No No Approved001-322-011 3 El Camino Del Norte
3 El Camino Del
Norte MBP 17-0879 ADU R 6/13/2019 1 1 1 No No Approved
001-912-003 40 Cielo Vista 40 Cielo Vista MBP17-1669 ADU R 1/24/2019 1 1 1 No No Approved001-173-006 821 Filmore 821 Filmore MBP 17-2270 ADU R 4/2/2019 1 1 1 No No Approved 001-141-002 575 Oak 575 Oak MBP 18-0717 ADU R 8/8/2019 1 1 1 No No Approved 001-726-010 491 Webster 491 Webster MBP-17-1153 ADU R 6/19/2018 1 1 1 No No Approved001-483-014 923 Fountain 923 Fountain MBP-18-0570 ADU R 5/11/2018 1 1 1 No No Approved 001-346-001 1008 Jefferson 1008 Jefferson MBP-19-1443 ADU R 9/20/2019 1 1 1 No No Approved001-302-002 71 Via del Rey 71 Via del Rey MBP-19-1938 ADU R 1/23/2020 1 1 1 No No Approved014-101-007 7 Greenwood Rise 7 Greenwood Rise MBP-19-2091 ADU R 12/4/2019 1 1 1 No No Approved 001-391-013 490 Monroe 490 Monroe MBP-19-2147 ADU R 1/14/2020 1 1 1 No No Approved001-134-015 770 Cypress 770 Cypress MBP-19-2185 ADU R 1/2/2020 1 1 1 No No Approved001-956-020 244 Mar Vista 244 Mar Vista MBP-20-0387 ADU R 6/11/2020 1 1 1 No No Approved 013-104-017 425 S Palo
Verde 425 S Palo Verde MBP-19-0533 ADU R 10/15/2019 1 1 1 No No Approved 001-922-008 43 Sierra Vista 443 Sierra Vista MBP-19-0827 ADU R 9/12/2019 1 1 1 No No Approved001-512-019 499 Madison 499 Madison MBP-19-1556 ADU R 7/18/2019 1 1 1 No No Approved001-971-015 35 Wellings 35 Wellings MBP-19-2207 ADU R 2/19/2020 1 1 1 No No Approved 001-474-003 940 Alameda 940 Alameda MBP-19-2255 ADU R 11/26/2019 1 1 1 No No Approved 001-3354-004 920 Margaret 920 Margaret MBP-19-2262 ADU R 9/23/2020 1 1 1 No No Approved 001-134-007 715 Lily 715 Lily MBP-19-2465 ADU R 3/25/2020 1 1 1 No No Approved001-113-022 440 Pine 440 Pine MBP-19-2531 ADU R 1/21/2020 1 1 1 No No Approved001-062-014 541 Foam 541 Foam MBP-19-2581 ADU R 12/21/2020 1 1 1 No No Approved001-464-009 31 Via Ventura 31 Via Ventura MBP-20-0134 ADU R 2/18/2020 1 1 1 No No Approved 001-715-006 464 Cortes 464 Cortes MBP-20-0761 ADU R 10/8/2020 1 1 1 No No Approved001-453-019 98 Via Encanto 98 Via Encanto MBP-20-0822 ADU R 9/25/2020 1 1 1 No No Approved 013-312-008 2000 Garden 2000 Garden ARP-20-0088 5+ R 3/27/2020 4 30 34 34 Yes Yes Approved013-312-013 2600 Garden 2600 Garden ARP-20-0097 5+ R 3/14/2020 12 45 57 57 Yes Yes Approved 001-174-031 747 Filmore 747 Filmore ARP-21-0043 SFD O 3/18/2021 1 1 1 Yes Yes Approved001-331-012 1013 Jefferson 1013 Jefferson MBP-21-0163 ADU R 2/4/2021 1 1 1 Yes Yes Approved001-453-021 987 Colton 987 Colton MBP-21-1075 ADU R 7/27/2021 1 1 1 Yes Yes Approved 013-022-025-
000
11 Portola
Avenue 11 Portola ARP-21-0234 SFD O 3/2/2022 1 1 1 No No Approved 013-312-004-
000
2300 Garden
Road 2300 Garden ARP-20-0271 5+ R 1/3/2022 7 6 51 64 64 Yes Yes Approved 001-405-015-
000 522 Larkin St 522 Larkin ARP-21-0211 ADU R 5/25/2022 1 1 1 No No Approved 001-026-003-
000
457 Wave
Street 457 Wave PA-22-0077 2 to 4 O 5/17/2022 4 4 4 No No Approved 001-112-011-
000
810 McClellan
Avenue 810 McClellan ARP-22-0015 SFD O 5/23/2022 1 1 1 No No Approved 001-066-007-
000
601 Lighthouse
Avenue 601 Lighthouse ARP-22-0201 5+ R 10/31/2022 5 5 5 No No Approved 013-322-014-
000
2560 Garden
Road 2560 Garden ARP-20-0251 5+ R 11/18/2022 3 2 20 25 25 No No Pending 001-362-001-
000
179 Seeno
Street 179 Seeno ARP-22-0184 ADU R 12/3/2022 1 1 1 No No Approved 001-574-029-
000 476 Tyler Street 476 Tyler UP-22-0004 2 to 4 R 3/4/2022 3 3 3 No No Approved 001-333-004-
000
957 Johnson
Street 957 Johnson ARP-22-0008 ADU R 2/11/2022 1 1 1 No No Approved 101-061-010-
000 7 Abinante Way 7 Abinante ARP-22-0020 ADU R 6/7/2022 1 1 1 No No Approved 101-141-019-
000
1220 Josselyn
Canyon Rd 1220 Josselyn SP-22-0093 SFD O 6/30/2022 2 2 2 No No Approved 001-165-004-
000 671 Alice Street 671 Alice MBP-20-1128 ADU R 5/5/2022 1 1 No No Approved 001-055-014-
000 260 Laine Street 260 Laine MBP-20-1605 ADU R 6/10/2022 1 1 No No Approved 001-092-003-
000 557 Laine Street 557 Laine MBP-21-0061 ADU R 5/10/2022 1 1 No No Approved 001-371-012-
000 365 Clay Street 365 Clay MBP-21-0061 ADU R 5/10/2022 1 1 No No Approved 013-071-006-
000
422 Casanova
Ave 422 Casanova MBP-21-0660 ADU R 1/19/2022 1 1 No No Approved 001-982-006-
000 501 Toyon Drive 501 Toyon MBP-21-0727 ADU R 6/23/2022 1 1 No No Approved 013-093-026-
000
130 Encina
Avenue 130 Encina MBP-21-1235 ADU R 1/6/2022 1 1 No No Approved Table A
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications 10 Housing Development Applications Submitted
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 100, Packet Page 179 001-114-016-
000
971 McClellan
Avenue 971 McClellan MBP-21-1534 ADU R 2/10/2022 1 1 No No Approved 013-261-019-
000 37 Ralston Dr. 37 Ralson MBP-21-1830 ADU R 10/14/2022 1 1 No No Approved 013-052-019-
000
301 Virgin
Avenue 301 Virgin MBP-22-0346 ADU R 6/17/2022 1 1 No No Approved 001-622-009-
000
1 Ave Maria
Road 1 Ave Maria MBP-22-0460 ADU R 9/15/2022 1 1 No No Approved 013-174-023-
000
237 Lerwick
Drive 237 Lerwick MBP-22-0486 ADU R 9/15/2022 1 1 No No Approved 001-751-072-
000
1100 Alta Mesa
Road 1100 Alta Mesa MBP-22-0521 ADU R 10/11/2022 1 1 No No Approved 001-186-012-
000
823 Lyndon
Street 823 Lyndon MBP-22-0856 ADU R 11/4/2022 1 1 No No Approved 001-371-007-
000
354 Monroe
Street 354 Monroe MBP-22-0857 ADU R 10/4/2022 1 1 No No Approved 001-122-009-
000 844 Pine Street 844 Pine MBP-22-0939 ADU R 9/16/2022 1 1 No No Approved 001-743-009-
000 817 Via Mirada 817 Via Mirada MBP-20-0186 ADU R 3/1/2021 1 1 No No Approved 013-103-035-
000 20 Del Robles 20 Del Robles MBP-20-0569 ADU R 1/4/2021 1 1 No No Approved 001-632-015-
000 80 Via Encina 80 Via Encina MBP-20-1223 ADU R 11/24/2021 1 1 No No Approved 001-362-021-
000 610 Scott 610 Scott MBP-21-0275 ADU R 5/12/2021 1 1 No No Approved 013-055-018-
000 328 Virgin Ave 328 Virgin MBP-21-0415 ADU R 11/15/2021 1 1 No No Approved 001-574-026-
000
473 Alvarado
Street 473 Alvarado MBP-21-1242 2 to 4 R 1/24/2022 4 4 No No Approved 001-712-010-
000
537 Anthony
Street 537 Anthony MBP-21-1526 2 to 4 R 10/10/2022 1 1 No No Approved 001-714-005-
000
606 Anthony
Street 606 Anthony MBP-18-2325 SFD O 3/21/2019 1 1 No No Approved 011-463-033-
000
125 Dunecrest
Avenue 125 Dunecrest MBP-19-2570 SFD O 10/28/2020 1 1 No No Approved 001-574-026-
000 473 Alvarado St 473 Alvarado MBP-21-1242 2 to 4 R 8/25/2021 4 4 4 NONE No No Approved Ministerial 001-574-029-
000 476 Tyler St 476 Tyler MBP-22-1145 2 to 4 R 8/11/2022 3 3 3 NONE No No Approved Ministerial 001-839-009-
000 1281 Fifth St 1281 Fifth MBP-20-0863 ADU R 7/11/2020 1 1 1 NONE No No Approved Ministerial 001-055-014-
000 260 Laine St 260 Laine MBP-20-1605 ADU R 11/19/2020 1 1 1 NONE No No Approved Ministerial 001-951-026-
000
24 Cuesta Vista
Dr 24 Cuesta Vista MBP-20-1683 ADU R 12/9/2020 1 1 1 NONE No No Approved Ministerial 001-092-003-
000 557 Laine St 557 Laine MBP-21-0061 ADU R 1/13/2021 1 1 1 NONE No No Approved Ministerial 001-184-001-
000 799 Parcel St 799 Parcel MBP-21-0689 ADU R 5/18/2021 1 1 1 NONE No No Approved Ministerial 011-456-018-
000
107 Seafoam
Ave 107 Seafoam MBP-20-1520 ADU R 11/5/2020 1 1 1 NONE No No Approved Ministerial 014-062-004-
000 4 Wright Pl 4 Wright MBP-21-1059 SFA R 7/22/2021 1 1 1 NONE No No Approved Ministerial 013-093-026-
000 130 Encina Ave 130 Encina MBP-21-1235 ADU R 8/24/2021 2 2 2 NONE No No Approved Ministerial 001-622-009-
000 1 Ave Maria Rd 1 Ave Maria MBP-22-0460 ADU R 3/25/2022 1 1 1 NONE No No Approved Ministerial 001-112-011-
000
810 McClellan
Avenue 810 McClellan MBP-22-0760 SFD O 5/23/2023 1 1 1 NONE No No Approved Ministerial 001-371-007-
000 354 Monroe St 354 Monroe MBP-22-0857 ADU R 6/13/2022 1 1 1 NONE No No Approved Ministerial 001-853-021-
000 1250 Eighth St 1250 Eighth MBP-22-0991 ADU R 7/11/2022 1 1 1 NONE No No Approved Ministerial 001-121-004-
000 898 David Ave 898 David MBP-22-1188 ADU R 8/22/2022 1 1 1 NONE No No Approved Ministerial 001-184-014-
000 798 Lyndon St 798 Lyndon MBP-22-1572 ADU R 11/15/2022 1 1 1 NONE No No Approved Ministerial 001-253-010-
000
1150 Harrison
St 1150 Harrison MBP-23-0543 ADU R 5/2/2023 1 1 1 NONE No No Approved Ministerial 014-015-009-
000 711 Toyon Dr 711 Toyon MBP-23-1049 ADU R 8/1/2023 1 1 1 NONE No No Approved Ministerial 001-129-017-
000 1099 Irving Ave 1099 Irving MBP-22-1315 ADU R 9/21/2022 1 1 1 NONE No No Approved Ministerial 001-892-022-
000 11 Mar Vista Dr 11 Mar Vista MBP-21-1084 ADU R 7/28/2021 1 1 1 NONE No No Approved Ministerial 001-052-017-
000
298 Hawthorne
St 298 Hawthorne MBP-21-1032 ADU R 7/20/2021 1 1 1 NONE No No Approved Ministerial 013-058-014-
000 411 Grant Ave 411 Grant MBP-21-0219 ADU R 2/16/2021 2 2 2 NONE No No Approved Ministerial 013-105-027-
000
419 Del Rosa
Ave 419 Del Rosa MBP-22-1099 ADU R 8/3/2022 1 1 1 NONE No No Approved Ministerial 001-405-015-
000 522 Larkin St 522 Larkin MBP-22-1437 ADU R 10/18/2022 1 1 1 NONE No No Approved Ministerial 013-072-002-
000
442 Casanova
Ave 442 Casanova MBP-22-1571 ADU R 11/15/2022 1 1 1 NONE No No Approved Ministerial 001-301-011-
000 66 Via Chualar 66 Via Chualar MBP-22-1580 ADU R 11/15/2022 1 1 1 NONE No No Approved Ministerial 001-142-010-
000 581 Newton St 581 Newton MBP-22-1639 ADU R 12/5/2022 1 1 1 NONE No No Approved Ministerial 001-088-015-
000 826 Archer St 826 Archer MBP-22-1678 ADU R 12/14/2022 1 1 1 NONE No No Approved Ministerial 001-179-035-
000 830 Parcel St 830 Parcel MBP-23-0186 ADU R 2/16/2023 1 1 1 NONE No No Approved Ministerial 001-362-001-
000 179 Seeno St 179 Seeno MBP-23-0377 ADU R 3/29/2023 1 1 1 NONE No No Approved Ministerial 001-382-027-
000 283 Larkin St 283 Larkin MBP-23-0816 ADU R 6/20/2023 1 1 1 NONE No No Approved Ministerial 013-105-014-
000
415 Del Rosa
Ave 415 Del Rosa MBP-23-0878 ADU R 6/28/2023 1 1 1 NONE No No Approved Ministerial Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 101, Packet Page 180 001-834-016-
000 1221 Fourth St 1221 Fourth MBP-23-1080 ADU R 8/7/2023 1 1 1 NONE No No Approved Ministerial 001-751-014-
000
1150 Alta Mesa
Rd 1150 Alta Mesa MBP-23-1265 ADU R 9/6/2023 1 1 1 NONE No No Approved Ministerial 001-381-041-
000 351 Watson St 351 Watson ARP-21-0162 ADU R 6/23/2022 1 1 1 NONE No No Approved Discretionary 001-362-001-
000 179 Seeno St 170 Seeno ARP-22-0184 ADU R 11/18/2022 1 1 1 NONE No No Approved Discretionary 001-681-019-
000 857 Cass St 857 Cass VA-23-0073 2 to 4 R 4/12/2023 4 4 4 NONE No No Approved Discretionary 011-462-038-
000
148 Seafoam
Ave 148 Seafoam ARP-23-0185 ADU R 9/5/2023 1 1 1 NONE No No Approved Discretionary 013-322-014-
000
2560 Garden
Road 2560 Garden ARP-20-0251 5+ R 11/18/2022 25 25 25 NONE No No Approved Discretionary Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 102, Packet Page 181 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Table A2
Streamlining Infill
Housing without Financial
Assistance or Deed
Restrictions
Term of Affordability
or Deed Restriction Notes
23 56 89 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Entitlement Date Approved # of Units issued Entitlements Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Building Permits Date Issued # of Units Issued Building Permits Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Certificates of Occupancy or other forms of readiness (see instructions) Date Issued # of Units issued Certificates of Occupancy or other forms of readiness How many of the units were Extremely Low Income? Please select the streamlining provision the project was APPROVED pursuant to. (may select multiple) Infill Units? Y/N+ Assistance Programs for Each Development (may select multiple - see instructions) Deed Restriction Type (may select multiple - see instructions) For units affordable without financial assistance or deed restrictions, explain how the locality determined the units were affordable (see instructions) Term of Affordability or Deed Restriction (years) (if affordable in perpetuity enter 1000)+ Number of Demolished/Destroyed Units Demolished or Destroyed Units Demolished/De stroyed Units Owner or Renter Total Density Bonus Applied to the Project (Percentage Increase in Total Allowable Units or Total Maximum Allowable Residential Gross Floor Area) Number of Other Incentives, Concessions, Waivers, or Other Modifications Given to the Project (Excluding Parking Waivers or Parking Reductions) List the incentives, concessions, waivers, and modifications (Excluding Parking Waivers or Parking Modifications) Did the project receive a reduction or waiver of parking standards? (Y/N) Notes+ Summary Row: Start Data Entry Below 0 0 0 0 0 0 54 54 0 0 0 0 0 0 22 22 0 0000 0 29 29 0 3 001-322-011 3 El Caminito Del Norte 3 El Caminito Del Norte MBP 17-0879 ADU R 1 7/19/2017 1 1 7/19/2017 1 1 6/13/2019 1 001-912-003 40 Cielo Vista 40 Cielo Vista MBP-17-1669 ADU R 1 7/19/2017 1 1 7/19/2017 1 1 6/13/2019 1 001-173-006 821 Filmore 821 Filmore MBP-17-2270 ADU R 1 11/6/2018 1 1 11/6/2018 1 1 4/3/2019 1 001-141-002 575 Oak 575 Oak MBP-18-0717 ADU R 1 2/8/2019 1 1 2/8/2019 1 1 8/8/2019 1 001-953-005 76 Custa Vista 76 Custa Vista MBP-18-1823 ADU R 1 10/8/2018 1 1 10/8/2018 1 1 7/24/2019 1 101-091-026 103 Flaff Hill 103 Flaff Hill MBP-18-2593 SFD O 1 10/4/2018 1 1 3/21/2019 1 1 9/20/2019 1 001-482-003 441 Colton 441 Colton B07-0403 SFD O 1 6/8/2017 1 1 1/17/2019 1 1 3/8/2019 1 001-352-016 909 Wainwright 909 Wainwright MBP-17-1237 SFD O 1 6/8/2017 1 1 12/7/2017 1 1 5/15/2019 1 001-612-008 66 Punta Perdido 66 Punta Perdido MBP-17-1511 ADU R 1 6/8/2017 1 1 7/24/2018 1 1 12/30/2019 1 1/12/2001 799 Cannery Row 799 Cannery Row ARP-19-0401 2 to 4 R 4 12/12/2019 4 0 0 001-064-011 442 Hawthorne 442 Hawthorne VA-19-0042 SFD O 1 2/7/2019 1 1 8/15/2019 1 1 7/20/2020 1 011-591-011 22 Spray 22 Spray ARP-19-0084 SFD O 1 8/23/2019 1 0 0 001-844-002 1230 Sixth 1230 Sixth ARP-18-0431 SFD O 1 2/20/2019 1 1 3/1/2020 1 0 013-171-014 2200 North Fremont 2200 North Fremont ARP-19-0044 5+ R 4 4 24 4/8/2019 32 0 0 DB Deed Restriction 7.0% 2 Other Yes 001-771-013 200 Glenwood 200 Glenwood MBP-19-0584 5+ R 40 4/8/2019 40 40 3/1/2021 40 0 1/13/2010 851 Cannery Row 851 Cannery Row HP-19-0234 2 to 4 R 1 7/5/2019 1 0 0 001-031--003 300 Cannery Row 300 Cannery Row ARP-19-0201 5+ O 1 1 8 6/17/2019 10 0 0 INC 001-691-001 595 Munras 595 Munras MBP-18-2543 5+ R 1 1 8 1/31/2019 10 1 1 8 9/13/2019 10 1 1 8 6/16/2022 10 0 INC 001-953-005 76 Cuesta Vista 76 Cuesta Vista MBP 18-1823 ADU R 1 7/19/2017 1 1 7/19/2017 1 1 6/13/2019 1 001-322-011 3 El Camino Del Norte 3 El Camino Del Norte MBP-17-0879 ADU R 1 7/19/2019 1 1 7/19/2017 1 1 6/13/2019 1 001-912-003 40 Cielo Vista 40 Cielo Vista MBP-17-1669 ADU R 1 10/31/2017 1 1 10/31/2017 1 1 1/24/2019 1 001-173-006 821 Filmore 821 Filmore MBP-17-2270 ADU R 1 11/6/2018 1 1 11/6/2018 1 1 4/3/2019 1 001-141-002 575 Oak 575 Oak MBP-18-0717 ADU R 1 2/8/2019 1 1 2/8/2019 1 1 8/8/2019 1 001-726-010 491 Webster 491 Webster MBP-17-1153 ADU R 1 6/19/2018 1 1 6/19/2018 1 1 7/7/2020 1 001-483-014 923 Fountain 923 Fountain MBP-18-0570 ADU R 1 5/11/2018 1 1 5/11/2018 1 1 5/18/2020 1 001-346-001 1008 Jefferson 1008 Jefferson MBP-19-1443 ADU R 1 9/20/2019 1 1 9/20/2019 1 1 12/31/2020 1001-302-002 71 Via del Rey 71 Via del Rey MBP-19-1938 ADU R 1 1/23/2020 1 1 1/23/2020 1 1 3/12/2020 1014-101-007 7 Greenwood Rise 7 Greenwood Rise MBP-19-2091 ADU R 1 12/4/2019 1 1 12/4/2019 1 1 3/16/2020 1 001-391-013 490 Monroe 490 Monroe MBP-19-2147 ADU R 1 1/14/2020 1 1 1/14/2020 1 1 7/9/2020 1 001-134-015 770 Cypress 770 Cypress MBP-19-2185 ADU R 1 1/2/2020 1 1 1/2/2020 1 1 6/17/2020 1 001-956-020 244 Mar Vista 244 Mar Vista MBP-20-0387 ADU R 1 6/11/2020 1 1 6/11/2020 1 1 12/18/2020 1 013-104-017 425 S Palo Verde 425 S Palo Verde MBP-19-0533 ADU R 1 10/15/2019 1 1 10/15/2019 1 1 10/11/2021 1001-922-008 43 Sierra Vista 443 Sierra Vista MBP-19-0827 ADU R 1 9/12/2019 1 1 9/12/2019 1 1 7/28/2021 1001-512-019 499 Madison 499 Madison MBP-19-1556 ADU R 1 7/18/2019 1 1 7/18/2019 1 1 4/16/2021 1 001-971-015 35 Wellings 35 Wellings MBP-19-2207 ADU R 1 2/19/2020 1 1 2/19/2020 1 0001-474-003 940 Alameda 940 Alameda MBP-19-2255 ADU R 1 11/26/2019 1 1 11/26/2019 1 1 7/15/2021 1 001-3354-004 920 Margaret 920 Margaret MBP-19-2262 ADU R 1 9/23/2020 1 1 9/23/2020 1 1 5/25/2021 1 001-134-007 715 Lily 715 Lily MBP-19-2465 ADU R 1 3/25/2020 1 1 3/25/2020 1 0 001-113-022 440 Pine 440 Pine MBP-19-2531 ADU R 1 1/21/2020 1 1 1/21/2020 1 0 001-062-014 541 Foam 541 Foam MBP-19-2581 ADU R 1 12/21/2020 1 1 12/21/2020 1 1 9/8/2022 1 0 Y 001-464-009 31 Via Ventura 31 Via Ventura MBP-20-0134 ADU R 1 2/18/2020 1 1 2/18/2020 1 00 001-715-006 464 Cortes 464 Cortes MBP-20-0761 ADU R 1 10/8/2020 1 1 10/8/2020 1 00 001-453-019 98 Via Encanto 98 Via Encanto MBP-20-0822 ADU R 1 9/25/2020 1 1 9/25/2020 1 1 6/30/2022 1 0 Y 001-374-008 250 Monroe 250 Monroe MBP-20-0565 ADU R 1 12/31/2020 1 1 12/31/2020 1 1 3/15/2021 1 0 001-715-006 464 Cortes 464 Cortes MBP-20-0761 ADU R 1 10/8/2020 1 1 10/8/2020 1 1 7/6/2021 1 0 001-403-005 538 Watson 538 Watson MBP-20-0882 ADU R 1 10/21/2020 1 1 10/21/2020 1 1 7/22/2021 1 0 001-331-012 1013 Jefferson 1013 Jefferson MBP-21-0163 ADU R 1 3/29/2021 1 1 3/29/2021 1 1 9/14/2021 1 0 001-453-021 987 Colton 987 Colton MBP-21-1075 ADU R 1 8/17/2021 1 1 8/17/2021 1 1 8/23/2021 1 0 001-165-004-000 671 Alice Street 671 Alice MBP-20-1128 ADU R 1 5/5/2022 1 1 5/5/2022 1 00 Y001-055-014-000 260 Laine St 260 Laine MBP-20-1605 ADU R 1 6/10/2022 1 1 6/10/2022 1 00 001-092-003-000 557 Laine St 557 Laine MBP-21-0061 ADU R 1 5/10/2022 1 1 5/10/2022 1 00 001-371-012-000 365 Clay St 365 Clay MBP-21-0061 ADU R 1 5/19/2022 1 1 5/19/2022 1 00013-071-006-000 422 Casanova Ave 422 Casanova MBP-21-0660 ADU R 1 1/19/2022 1 1 1/19/2022 1 00 001-982-006-000 501 Toyon Dr 501 Toyon MBP-21-0727 ADU R 1 6/23/2022 1 1 6/23/2022 1 00013-093-026-000 130 Encina Ave. 130 Encina MBP-21-1235 ADU R 2 1/6/2022 2 2 1/6/2022 2 2 2/13/2023 2 0 Y 001-114-016-000 971 McClellan Ave 971 McClellan MBP-21-1534 ADU R 1 2/10/2022 1 1 2/10/2022 1 00013-261-019-000 37 Ralston Dr. 37 Ralston MBP-21-1830 ADU R 1 10/14/2022 1 1 10/14/2022 1 00101-061-010-000 7 Abinante Way 7 Abinante MBP-22-0263 ADU R 1 9/22/2022 1 1 9/22/2022 1 00013-052-019-000 301 Virgin Ave 301 Virgin MBP-22-0346 ADU R 1 6/17/2022 1 1 6/17/2022 1 1 11/4/2022 1 0 Y 001-622-009-000 1 Ave Maria Rd 1 Ave Maria MBP-22-0460 ADU R 1 9/15/2022 1 1 9/15/2022 1 1 2/2/2023 1 0 Y 013-174-023-000 237 Lerwick Dr 237 Lerwick MBP-22-0486 ADU R 1 9/15/2022 1 1 9/15/2022 1 00001-751-072-000 1100 Alta Mesa Rd 1100 Alta Mesa MBP-22-0521 ADU R 1 10/11/2022 1 1 10/11/2022 1 1 11/17/2022 1 0 Y001-134-015-000 770 Cypress St 7700 Cypress MBP-22-0604 ADU R 1 10/21/2022 1 1 10/21/2022 1 00 Y 001-186-012-000 823 Lyndon St 823 Lyndon MBP-22-0856 ADU R 1 11/4/2022 1 1 11/4/2022 1 00 001-371-007-000 354 Monroe St 354 Monroe MBP-22-0857 ADU R 1 10/4/2022 1 1 10/4/2022 1 00001-122-009-000 844 Pine St 844 Pine MBP-22-0939 ADU R 1 9/16/2022 1 1 9/16/2022 1 00001-743-009-000 817 Via Mirada 817 Via Mirada MBP-20-0186 ADU R 1 3/1/2022 1 1 3/1/2021 1 1 2/23/2022 1 0 Y 013-103-035-000 20 Del Robles 20 Del Robles MBP-20-0569 ADU R 1 1/4/2021 1 1 1/4/2021 1 1 2/9/2022 1 0 Y 001-333-004-000 957 Johnson St 957 Johnson MBP-20-0861 ADU R 1 6/7/2021 1 1 6/7/2021 1 1 2/15/2022 1 0 Y 001-632-015-000 80 Via Encina 80 Via Encina MBP-20-1223 ADU R 1 11/24/2021 1 1 11/24/2021 1 1 8/26/2022 1 0 Y 001-362-021-000 610 Scott 610 Scott MBP-21-0275 ADU R 1 5/12/2021 1 1 5/12/2021 1 1 9/14/2022 1 0 Y013-055-018-000 328 Virgin Ave 328 Virgin MBP-21-0415 ADU R 2 11/15/2021 2 1 11/15/2021 1 2 1/27/2022 2 0 Y 013-052-019-000 301 Virgin Ave 301 Virgin MBP-22-0346 ADU R 1 6/17/2022 1 1 6/17/2022 1 1 11/14/2022 1 0 Y001-751-072-000 1100 Alta Mesa Rd 1100 Alta Mesa MBP-22-0521 ADU R 1 10/11/2022 1 1 10/11/2022 1 1 11/17/2022 1 0 Y001-066-007-000 601 Lighthouse Avenue 601 Lighthouse MBP-20-1636 2 to 4 R 4 3/24/2022 4 1 3/24/2022 1 00 Y 001-574-026-00 473 Alvarado St 473 Alvarado MBP-21-1242 2 to 4 R 4 1/24/2022 4 4 1/24/2022 4 00 Y 001-712-010-000 537 Anthony St 537 Anthony MBP-21-1526 2 to 4 R 1 10/10/2022 1 1 10/10/2022 1 00 Y 013-025-025-000 11 Portola Avenue 11 Portola MBP-21-1600 SFD O 1 3/21/2022 1 1 3/21/2022 1 00 Y 1 Demolished O 001-120-011-000 810 McClellan Avenue 810 McClellan MBP-22-0760 SFD O 1 8/26/2022 1 1 8/26/2022 1 00 Y 1 Demolished O 001-714-005-000 606 Anthony St 606 Anthony MBP-18-2325 SFD O 1 3/21/2019 1 1 3/21/2019 1 1 3/21/2022 1 0 Y 011-463-033-000 125 Dunecrest Ave 125 Dunecrest MBP-19-2570 SFD O 1 10/28/2020 1 1 10/28/2020 1 1 2/10/2022 1 0 Y 1 Demolished O 001-574-026-000 473 Alvarado St 473 Alvarado MBP-21-1242 2 to 4 R 0 0 4 4/11/2023 4 0 NONE Y 001-574-029-000 476 Tyler St 476 Tyler MBP-22-1145 2 to 4 R 3 1/6/2023 3 3 1/6/2023 3 3 8/24/2023 3 0 NONE Y 001-839-009-000 1281 Fifth St 1281 Fifth MBP-20-0863 ADU R 0 0 1 8/28/2023 1 0 NONE Y 001-055-014-000 260 Laine St 260 Laine MBP-20-1605 ADU R 0 0 1 3/6/2023 1 0 NONE Y 001-951-026-000 24 Cuesta Vista Dr 24 Cuesta Vista MBP-20-1683 ADU R 0 0 1 2/17/2023 1 0 NONE Y 001-092-003-000 557 Laine St 557 Laine MBP-21-0061 ADU R 0 0 1 3/13/2023 1 0 NONE Y 001-184-001-000 799 Parcel St 799 Parcel MBP-21-0689 ADU R 0 0 1 5/8/2023 1 0 NONE Y 011-456-018-000 107 Seafoam Ave 107 Seafoam MBP-20-1520 ADU R 0 0 1 6/22/2023 1 0 NONE Y 014-062-004-000 4 Wright Pl 4 Wright MBP-21-1059 SFA R 0 0 1 1/4/2023 1 0 NONE Y 013-093-026-000 130 Encina Ave 130 Encina MBP-21-1235 ADU R 0 0 2 2/13/2023 2 0 NONE Y 001-622-009-000 1 Ave Maria Rd 1 Ave Maria MBP-22-0460 ADU R 0 0 1 2/2/2023 1 0 NONE Y 001-112-011-000 810 McClellan Avenue 810 McClellan MBP-22-0760 SFD O 0 0 1 9/26/2023 1 0 NONE Y 001-371-007-000 354 Monroe St 354 Monroe MBP-22-0857 ADU R 0 0 1 3/12/2023 1 0 NONE Y 001-853-021-000 1250 Eighth St 1250 Eighth MBP-22-0991 ADU R 1 1/20/2023 1 1 1/20/2023 1 1 4/3/2023 1 0 NONE Y 001-121-004-000 898 David Ave 898 David MBP-22-1188 ADU R 1 1/26/2023 1 1 1/26/2023 1 1 7/5/2023 1 0 NONE Y 001-184-014-000 798 Lyndon St 798 Lyndon MBP-22-1572 ADU R 1 3/27/2023 1 1 3/27/2023 1 1 4/4/2023 1 0 NONE Y 001-253-010-000 1150 Harrison St 1150 Harrison MBP-23-0543 ADU R 1 5/4/2023 1 1 5/4/2023 1 1 12/1/2023 1 0 NONE Y 014-015-009-000 711 Toyon Dr 711 Toyon MBP-23-1049 ADU R 0 0 1 8/15/2023 1 0 NONE Y 001-129-017-000 1099 Irving Ave 1099 Irving MBP-22-1315 ADU R 1 1/4/2023 1 1 1/4/2023 1 0 0 NONE Y 001-892-022-000 11 Mar Vista Dr 11 Mar Vista MBP-21-1084 ADU R 0 0 1 8/18/2023 1 0 NONE Y 001-052-017-000 298 Hawthorne St 298 Hawthorne MBP-21-1032 ADU R 0 0 1 7/10/2023 1 0 NONE Y 013-058-014-000 411 Grant Ave 411 Grant MBP-21-0219 ADU R 2 4/25/2023 2 2 4/25/2023 2 0 0 NONE Y 013-105-027-000 419 Del Rosa Ave 419 Del Rosa MBP-22-1099 ADU R 1 1/20/2023 1 1 1/20/2023 1 0 0 NONE Y001-405-015-000 522 Larkin St 522 Larkin MBP-22-1437 ADU R 1 3/31/2023 1 1 3/31/2023 1 0 0 NONE Y013-072-002-000 442 Casanova Ave 442 Casanova MBP-22-1571 ADU R 1 6/22/2023 1 1 6/22/2023 1 0 0 NONE Y001-301-011-000 66 Via Chualar 66 Via Chualar MBP-22-1580 ADU R 1 6/6/2023 1 1 6/6/2023 1 0 0 NONE Y001-142-010-000 581 Newton St 581 Newton MBP-22-1639 ADU R 1 8/9/2023 1 1 8/9/2023 1 0 0 NONE Y001-088-015-000 826 Archer St 826 Archer MBP-22-1678 ADU R 1 6/23/2023 1 1 6/23/2023 1 0 0 NONE Y001-179-035-000 830 Parcel St 830 Parcel MBP-23-0186 ADU R 1 8/23/2023 1 1 8/23/2023 1 0 0 NONE Y 001-362-001-000 179 Seeno St 179 Seeno MBP-23-0377 ADU R 1 8/1/2023 1 1 8/1/2023 1 0 0 NONE Y001-382-027-000 283 Larkin St 283 Larkin MBP-23-0816 ADU R 1 11/2/2023 1 1 11/2/2023 1 0 0 NONE Y013-105-014-000 415 Del Rosa Ave 415 Del Rosa MBP-23-0878 ADU R 1 11/7/2023 1 1 11/7/2023 1 0 0 NONE Y001-834-016-000 1221 Fourth St 1221 Fourth MBP-23-1080 ADU R 1 12/21/2023 1 1 12/21/2023 1 0 0 NONE Y001-751-014-000 1150 Alta Mesa Rd 1150 Alta Mesa MBP-23-1265 ADU R 1 9/7/2023 1 1 9/7/2023 1 0 0 NONE Y001-381-041-000 351 Watson St 351 Watson ARP-21-0162 ADU R 1 7/25/2023 1 0 0 0 NONE Y001-362-001-000 179 Seeno St 170 Seeno ARP-22-0184 ADU R 1 2/13/2023 1 0 0 0 NONE Y 001-681-019-000 857 Cass St 857 Cass VA-23-0073 2 to 4 R 4 5/25/2023 4 0 0 0 NONE Y 011-462-038-000 148 Seafoam Ave 148 Seafoam ARP-23-0185 ADU R 1 12/14/2023 1 0 0 0 NONE Y013-322-014-000 2560 Garden Road 2560 Garden ARP-20-0251 5+ R 25 1/19/2023 25 0 0 0 NONE Y 0 0 0
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 103, Packet Page 182 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 12/31/2015 - 12/31/2023 1 Projection Period 34
RHNA Allocation by
Income Level 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date (all years) Total Remaining RHNA by Income Level Deed Restricted - - - 19 - - - - - -
Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - 2 - - - - - - - - Above Moderate 272 - 55 2 10 4 3 13 2 29 22 140 132
650
- 57 2 29 4 3 13 2 29 22 161 489
5 67
Extremely low-Income
Need 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date Total Units Remaining 79 - - - - - - - - - - 79
102
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.

Total RHNA
Total Units
Income Level
Very LowLowExtremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.

Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).

Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.

Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected]. 117
19 This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. 2 Moderate
157 102 119
Please contact HCD if your data is different than the material supplied here -
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
138
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 104, Packet Page 183 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT
Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 12/31/2015 - 12/31/2023 Date of Rezone Rezone Type
2 4567 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of Rezone Very Low-Income Low-Income Moderate-Income Above Moderate- Income Rezone Type Parcel Size (Acres) General Plan Designation Zoning Minimum Density Allowed Maximum Density Allowed Realistic Capacity Vacant/Nonvacant Description of Existing Uses Note: "+" indicates an optional fieldCells in grey contain auto-calculation formulas Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 105, Packet Page 184 Jurisdiction Monterey
Reporting Year 2023 (Jan. 1 - Dec. 31)
123 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Program a.1.1. The City
will continue to update its
list of larger developable
sites and contact property
owners to determine
opportunities for housing
construction. There will be
an emphasis on
constructing housing
types that provide mixedincome and large family
ownership opportunities.
n/a 2015-2023 Completed
Program a.1.2. Maintain
existing single-family
zoning throughout the
City. Rezoning of singlefamily land to other uses
should not occur without
findings that the proposed
use is more beneficial to
the City than retaining
single-family ownership
opportunities.
n/a 2015-2023 Completed
No single-family properties have been rezoned.

Program a.1.3. Continue to
create and adopt
development standards
for mixed use areas that
have development
potential for new housing
units.
n/a Adopt Lighthouse Specific
Plan by December 2016. Completed
Program a.1.4. Continue to
work with the major
employers in Monterey
and the region to provide
targeted homeownership
opportunities for
employees (see Programs
h.1.1 and h.1.2).
n/a 2015-2023 Progress continues
Program a.1.5. Monitor
and evaluate the use
permit process for new
multi-family projects in the
R-3 and Commercial
districts to determine
whether the process
qualifies as a constraint to
residential development.

Identify strategies to be
implemented by the City to
remove any constraint
identified by the
evaluation. Provide a
summary of the evaluation
(and strategies, if
identified) to HCD as a
part of the City’s annual
reporting requirement.
n/a 2015-2023
Progress continues.

Lack of water supply continues to be significant constraint to development.

Staff has contacted the Monterey Peninsula Water District and State Water Resources Control Board about relaxing Condition #2 of Cease and Desist Order. The State Water Resources Control Board denied this request. Little progress has been made.

Program a.2.1. The City
will continue allowing
additional floor area for
single-family homes and
eliminate additional
parking requirements with
building upgrades for
historic properties.
n/a Ongoing Completed. Zoning allows flexibility.

Program a.2.2. Begin
process for determining
whether City can reduce
the minimum lot size for
single-family subdivisions
on existing R-3 lots to
increase the stock of
affordable housing, while
retaining the existing
house where one is
present and retaining
neighborhood character.

The program may use
condominium, townhouse,
or detached form of
housing units and shall
utilize design and
construction methods to
maximize privacy and
minimize sound
transmission.

Program a.2.3. Evaluate
the Down Payment
Assistance Progam to
determine if it will be
practical to assign the
City's purchase option to
qualified buyers,
investigate opportunities
to increase Down Payment
Assistance loans for
n/a Amend Zoning Code by
June 2016
Future program
New ADU laws became effective to allow additional units. The Monterey City Code was amended in 2023 to incorporate the new state ADU laws.

The City restarted the Downpayment Assistance Program in 2020. In 2022, two new Down Payment Assistance loans, one totaling $36,750 and the second totaling $35,560.09, were given to qualified buyers through the City's Purchase and Resale Program.

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583 Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 106, Packet Page 185 Program b.1.1. Maintain
multi-family densities at
30 units per acre in the R-3
zone, specific plan areas,
and in commercial zones
with the potential for
density bonuses as
outlined in Program i.1.2.
n/a 2014-2023
Completed.

Densities have been increased in some specific plan areas to 100 du/acre or no limit on an individual site if overall density for an area is not achieved.

Program b.1.2. Assist the
Housing Authority,
nonprofit agencies, and
private developers in
providing extremely low-,
low-, and very low-income
housing as opportunities
become available, using
the current Housing
Element as a basis for
action.
n/a Ongoing
Progress continues. City has issued an RFP for 100% affordable housing developments on City owned sites. Multiple proposals were received. In 2022, the City Council authorized the City Manager to execute a loan with MidPen Housing to secure a loan and guarantee a loan obligation for an affordable hosuing project at 587 and 593 Van Buren Street and 424 and 450 Madison Street. In 2023, City Council unanimously approved moving ahead with a design which includes 42 units.

Program b.1.3. Evaluate
the existing allocation of
Housing Choice Vouchers
and encourage and
support the Housing
Authority and private
market landlords to
expand utilization of the
Housing Choice Voucher
program.
n/a 2014-2023 Future program
Program b.1.4. The City
will encourage affordable
rents by providing
brochures that outline the
City’s Voluntary Rental
Guidelines, but
discourage citywide rent
control.
n/a 6/1/2016
Completed
New rental guidelines approved. A rental inventory program was initiated by the City Council in 2023 to start in 2024.

Program b.1.5. Continue to
require a minimum 5,000-
square-foot lot size for
new apartment
developments.
n/a 2014-2023 Completed
Program c.1.1. Encourage
larger units with two or
more bedrooms and open
spaces with sufficient area
for children’s play in R-3
developments. The City
will conduct a
comprehensive review and
revision of the current
parking requirement to
determine the feasibility of
requiring at least one-third
of any housing
development over three
units to provide two or
more bedrooms. All
housing projects will
continue to be required to
provide open space to
give residents an
opportunity for outside
activities.
n/a 6/1/2016 Future program
Program c.1.2. Encourage
the Housing Authority and
for-profit and nonprofit
developers to build
affordable housing for
families with children
whenever possible. The
City will discuss family
housing needs with
potential developers and
the financial and
processing incentives that
are available.
n/a 2015-2023 as projects are
approved
Progress continues. In 2021, staff met with multiple developers to discuss this opportunity in a recently rezoned area along Garden Road. Garden Road was previously only available for light industrial and office development. The City Council adopted zoning changes to allow multi-family residential. Many of these developers seem interested in larger residential units due to water limitations. Since 2020, the City has approved entitlements for 180 housing units. These housing units were either retrofits of existing buildings or new construction. Of the 180 housing units, 89 were entitled in 2022.

Program d.1.1. Provide
emergency major repair
assistance to low- and
moderate-income
households.
5 households 2015-2023 While the City assisted two households in 2022, none went through this program in 2023.

Program d.1.2. Provide
rehabilitation assistance
in the form of: major
rehabilitation loans,
emergency repair loans
and home safety repair
grants.
5 households 2015-2023 The City assisted six households through home safety repair grants in 2023.

Program d.1.3. Continue
the “Mr. Fixit” program to
provide emergency repair
assistance, weatherization
and energy retrofits to an
average of 10 units per
year.
5 households 2015-2023 In 2023, the City assisted six households.

Program d.2.1. Investigate
the option of purchasing
inclusionary housing units
or other units to replace
them. Investigate
programs, nonprofit
sponsors, and funding
sources to retain lowerincome housing units at
risk of conversion to
market-rate rents.

Not quantified Review annually Ongoing
The City operates an effective Purchase and Resale Program.

Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 107, Packet Page 186 Program d.2.2. Maintain
the affordability of lowand moderate- income
rental units under the
Inclusionary Housing
Program through the use
of deed restrictions and
continue to implement the
Purchase and Resale
Program for owneroccupied inclusionary
units.

Not quantified 2015-2023
Ongoing.

The City's Ordinance requires new inclusionary housing units to be preserved in perpetuity with a recorded deed restriction. While the City purchased and resold 4 units in 2022 through the Purchase and Resale Program, none were conducted in 2023.

Program d.2.3. Continue to
monitor at-risk units and
gauge interest in renewal
through individual
contacts and surveys.

Meet with property owners
to strategize what
package of incentives
would retain the
affordable units.

Not quantified. Annually contact property
owners.

The City operates an effective Purchase and Resale Program. While in 2022 the City purchased four units as part of the Purchase and Resale program, none were conducted in 2023.

Program d.2.4. The City
will continue to explore
with local non-profits and
other affordable housing
developers strategies and
financing alternatives that
can be employed to
produce new affordable
extremely low, low and
very low-income housing
in the community.

Not quantified Meet with local nonprofits
City issued an RFP for 100% affordable housing developments on City owned sites. In 2022, the City authorized an Exlusive Negotiating Agreement with MidPen Housing for development of affordable housing at 587 and 593 Van Buren St, 424 and 450 Madison Street. The City also received a Permanent Local Housing Allocation grant award in Permanent Local Housing Allocation Funds for the affordable hosuing project at Van Buren and Madison Streets. These funds will be used for predevelopment costs related to affordable housing (low income housing) at this site. In 2023, City Council unanimously approved moving ahead with a design which includes 42 units.

Program d.2.5. Prioritize
funding or acquire funding
to assist nonprofits to
purchase units that may
be lost from the
Inclusionary Program or to
acquire replacement units.

Not quantified Meet with local nonprofits
Ongoing. The City operates an effective Purchase and Resale Program. While the City purchased and resold four units in 2022 through the Purchase and Resale program, none were conducted in 2023.

Program d.2.6. Analyze the
feasibility of utilizing a
City-sponsored rental
rehabilitation program to
encourage at-risk units to
be retained.

Not quantified Determine feasiblity by
June 2010 Future program
Program d.2.7. Implement
a program to reduce,
waive, or subsidize local
fees associated with
preservation or
replacement of at-risk
units.
n/a 1/1/2017 Completed
No fees
Program e.1.1. Cooperate
in countywide fair housing
activities and federal
government programs that
emphasize educational
and counseling activities.
n/a 2015-2023
Completed
The City worked cooperatively with Monterey County on an Analysis of Impediments to Fair Housing Choice (Regional AI) study.

Echo provides fair housing services to the City of Monterey and other jurisdictions in Monterey County.

Program e.1.2. Provide
contract fair housing
mediation for all fair
housing complaints and
questions. Advertise fair
housing mediation
services. Notify social
service agencies of
programs. Advertise
programs consistent with
the City’s Housing
Consolidated Plan.
n/a 2015-2023 Ongoing
City contracts with ECHO fair housing services.

Program e.1.3. Distribute
available housing
subsidies to sites
throughout the City to
avoid concentrations of
subsidized housing.

Inclusionary housing units
should be built on the site
of market-rate housing.

Inclusionary housing
should be compatible with
the surrounding
neighborhood.
n/a 2015-2023
Ongoing
City rehabilitation funds are distributed citywide based on applications received.

Inclusionary housing program is citywide requirement for all developments exceeding 5 units. A concentration of subsidized housing is not being created.

Program e.1.4. Continue to
provide online
applications for the City’s
Purchase and Resale
program waiting list to
market affordable housing
units on the City’s
website.

Not quantified 2015-2023 Completed
Program e.1.5. Continue to
provide service referrals
to rental assistance,
ownership assistance,
homeless assistance, and
general community
services.

Nof quanitifed 2015-2023 The City referred households to United Way who administered the regional rental assistance program in 2023.

Program e.1.6. Continue to
distribute Housing Choice
Voucher applications at
the City’s Housing
Division and have staff
available to help
applicants with the
process.
n/a Ongoing Completed
Applications available
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 108, Packet Page 187 Program f.1.1. Provide for
needs of special housing
needs groups by
complying with ADA
regulations in reviewing
private development
projects and in Cityassisted housing projects.
n/a 2015-2023 Ongoing
Program f.1.2. Market lowand moderate-income
housing programs
through the use of direct
advertising including, but
not limited to, the City’s
website, referrals,
brochures, newspapers,
and other media.
n/a 6/1/2016 Ongoing
Program f.1.3. Encourage
the schools, students, and
senior citizen groups to
pursue roommate
matching service to take
advantage of underutilized
homes in Monterey.
n/a 2015-2023 Future program
Program f.1.4. Develop a
program of emergency
grants or loans to assist
low-income households
that are threatened with
eviction. Provide funds on
a one-time basis to assist
households that could
remain in their rental
housing units if back rent
is paid.
n/a 2015-2023 The City referred households to United Way who administered the regional rental assistance program in 2023.

Program f.1.5. Continue to
provide City assistance to
nonprofit providers of
services and temporary
housing to Monterey
homeless.
n/a Ongoing Completed
Public service grants provided annually through a competitive process.

Program f.1.6. Amend the
City’s Zoning Code to
provide individuals with
developmental disabilities
reasonable
accommodation in rules,
policies, practices, and
procedures that may be
necessary to ensure equal
access to housing. The
purpose of this is to
provide a process for
individuals with
disabilities to make
requests for reasonable
accommodation in regard
to relief from the various
land use, zoning, or
building laws of the City.

As part of this program,
the City will appoint a staff
person to work with
disabled persons who are
proposing improvements
to accommodate their
needs. The purpose is to
streamline the permit
review process if needed
n/a 6/1/2016 Completed
Program f.1.7: Work with
the San Andreas Regional
Center in Salinas to
implement an outreach
program that informs
families within the City on
housing and services
available for persons with
developmental disabilities.

Such collaboration should
include development of an
informational brochure
and information on
services on the City’s
website, and providing
housing-related training
for individuals/families
through workshops.
n/a 1/1/2017 Completed
Program f.1.8: Develop a
program to provide rental
assistance to fill the gap
between income levels
and the cost of housing
for persons with
Developmental
Disabilities. The program
will include the following
steps: Step One: Work
with the regional center to
identify the housing needs
of the clients and assist in
identifying available
housing that meets those
criteria. Step Two: Identify
the gaps that limit access
to housing for persons
with developmental
disabilities (i.e. financial,
accessibility). Step Three:

Develop Guidelines and
market program
n/a 1/1/2017 The City referred households to United Way who administered the regional rental assistance program in 2023.

Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 109, Packet Page 188 Program f.1.9: Explore
models to encourage the
creation of housing for
persons with
developmental disabilities
and implement a program
by 2017. Such models
could include assisting in
housing development
through the use of setasides, scattered site
acquisition, new
construction, and pooled
trusts; providing housing
services that educate,
advocate, inform, and
assist people to locate
and maintain housing; and
models to assist in the
maintenance and repair of
housing for persons with
developmental disabilities.

The City shall also seek
State and Federal monies
for direct support of
housing construction and
rehabilitation specifically
targeted for housing for
persons with disabilities.
10 persons 1/1/2017
Progress continues. City issued an RFP for 100% affordable housing developments on City owned sites. Multiple proposals were received. In 2022, the City authorized an Exlusive Negotiating Agreement with MidPen Housing for development of affordable housing at 587 and 593 Van Buren St, 424 and 450 Madison Street. The City also received a Permanent Local Housing Allocation grant award in Permanent Local Housing Allocation Funds for the affordable hosuing project at Van Buren and Madison Streets. These funds will be used for predevelopment costs related to affordable housing (low income housing) at this site. In 2023, City Council unanimously approved moving ahead with a design which includes 42 units.

Program f.1.10. Pursuant
to Senate Bill 2, the City
will amend the Zoning
Ordinance to allow
emergency shelters as a
permitted use in a newly
created overlay zone
along Del Monte Avenue
east of the Naval
Postgraduate School,
which has vacant and
underutilized parcels and
is close to transit
corridors and close to
services. The City will
create this overlay zone
with specific development
standards for emergency
shelters. In addition, the
City will evaluate adopting
development and
managerial standards that
will be consistent with
Government Code Section
65583(a)(4). These
standards may include
such items as:
• Lighting;
• On-site management;
• Maximum number of
beds or persons to be
n/a 6/1/2016 Completed
Program f.1.11. Pursuant
to Senate Bill 2, the City
must explicitly allow both
supportive and
transitional housing types
in all zones that allow
residential uses and
treated the same as any
other housing type in the
same zone. The City shall
update its Zoning
Ordinance to include
separate definitions of
transitional and
supportive housing as
defined in Health and
Safety Code Sections
50675.2 and 50675.14.

Both transitional and
supportive housing types
will be allowed as a
permitted use in all zones
where residential uses are
allowed, subject to only
the same restrictions on
residential uses contained
in the same type of
structure
n/a 6/1/2016 Partially completed. Additional amendments required for residential districts.

Program f.1.12. To support
the development of
housing affordable to
extremely low-income
households, the City shall
apply for state and federal
funding and grant priority
to projects that include
units affordable to
extremely low- income
households, such as
SROs.
n/a 2016-2023
Ongoing
Van Buren Senior Housing Project and Monterey Hotel Apartments have been completed and are occupied.

Program f.1.13. The City
will support regional
efforts to ensure that the
need for farmworker
housing is met at a
regional level. The City
will also analyze zoning
ordinance on a regular
basis for compliance with
and Safety Code Sections
17021.5 and 17021.6.
n/a 2016-2023 Completed
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 110, Packet Page 189 Program f.1.14. The City
will support regional
efforts and pursue the
following to create
adequate supportive
housing for the
community.
n/a 2016-2023 Future program
Program g.1.1. Retain the
zoning capacity to meet
the AMBAG fair share
housing goal between
January 1, 2015, and July
30, 2023. Retain the
opportunity to construct
the remaining fair-share
requirement of 157 very
low-, 102 low-, 119
moderate-, and 272 above
moderate-income housing
units with excess zoning
capacity for housing in
mixed-use areas,
apartments in commercial
zones, and apartments in
R-3 zones.
n/a 2015-2023 Completed
Zoning retained.

Program g.1.2. Encourage
exceptional design and
innovative solutions for
housing style, through the
implementation of the
Downtown and North
Fremont specific plans.

The City will soon adopt a
specific plan for the
Lighthouse area, another
mixed-use/transitoriented development
neighborhood.
n/a 2015-2023 Ongoing implementation.

All specific plans have been adopted, including Lighthouse Avenue.

Program g.1.3. The City
will actively support the
redevelopment of
underutilized mixed-use
sites to meet the City’s
RHNA allocation and to
provide additional
affordable housing
opportunities throughout
the City near transit stops,
jobs, and services. The
City will assist in the
development of these
underutilized sites by
offering the following
assistance:
- The City will post a
listing of underutilized
sites on the City’s website
and provide this list of
sites to developers
interested in developing
mixed-use projects in the
City.
- The City will, where
appropriate and when
funds are available, assist
with the development of
affordable housing
projects on these
underutilized sites.
n/a 2015-2023 Ongoing.

Underutilized site list provided on City website.

Program h.1.1. Encourage
workforce housing
programs for major
Monterey employers,
utilizing land and other
resources available to
those employers that
could be devoted to
workforce housing.

Develop a program where
land costs are removed or
reduced as a cost of
housing. Provide both
owner and renter housing
with a requirement for
permanent cost
reductions.
n/a 2015-2023
City issued an RFP for 100% affordable housing developments on City owned sites. In 2022, the City authorized an Exlusive Negotiating Agreement with MidPen Housing for development of affordable housing at 587 and 593 Van Buren St, 424 and 450 Madison Street. The City also received a Permanent Local Housing Allocation grant award in Permanent Local Housing Allocation Funds for the affordable hosuing project at Van Buren and Madison Streets. These funds will be used for predevelopment costs related to affordable housing (low income housing) at this site. In 2023, City Council unanimously approved moving ahead with a design which includes 42 units.

Program h.1.2. Encourage
workforce housing
programs by the City of
Monterey for Monterey
City employees.
n/a 2017 Future program
Program h.1.3. Utilize
zoning tools such as
Planned Unit
Developments and
Planned Community
Zoning to provide
flexibility in designing
infill housing on larger
development sites.
n/a 2015-2023 Ongoing implementation. Zoning Code allows this flexibility.

Program i.1.1. Continue to
encourage mixeduse/transit-oriented
projects in the specific
plan areas that include
affordable units by
offering height and
parking exceptions to
affordable housing
projects.
n/a 2015-2023 City amended the Density Bonus Ordinance to provide additional incentives.

Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 111, Packet Page 190 Program i.1.2 Continue to
allow density bonuses, as
appropriate. Amend the
zoning ordinance to state
that: - Density bonuses of
up to 35 percent may be
allowed for projects that
exceed City inclusionary
housing percentages or
the state-mandated
criteria for low-income,
moderate-income, and
special-needs housing; -
Projects that receive
density bonuses shall
maintain affordability for
the life of the project.
n/a Amend Ordinance by 2016 Completed
Program i.1.3. If new water
is available for future
allocation, the City shall
give preference to
projects meeting fairshare housing goals.
n/a 2015-2023 Completed
Program i.1.4. Develop
alternatives for long-term
water supply both within
and outside the framework
of the Water Management
District and the California
American Water Company.
n/a 2015-2023 City has actively participated in a regional water supply project. Water has yet to be secured.

Program i.1.5. The City is
committed to ensuring
that there is enough water
to meet the needs of all
new residential units
within the 2015-2023
RHNA period. California
American Water (CalAm) is
moving forward with its
Monterey Peninsula Water
Supply Project (MPWSP)
consisting of slant intake
wells, a desalination plant
and related facilities. The
project EIR has been
completed and CPUC
approval is expected in
October 2016, prior to the
December 2016 SWRCB
CDO deadline. Pipeline,
slant well, and
desalination plant
construction is expected
to be completed in 2019.

The City will continue its
participation with the
water authority and
support the MPWSP.
n/a 2015-2023 City has actively participated in a regional water supply project. Water has yet to be secured.

Program i.1.6. The City will
continue to explore
alternatives other than
density bonus allowed in
state law (Section 65915)
to meet affordable
housing goals.
n/a 2015-2023 Progress continues.

City rezoned industrial properties to allow multi-family housing development.

Program i.1.7. The City will
deliver the adopted
housing element update to
water and sewer service
providers within a month
after adoption. When
submitting copies of
housing elements to
service providers the City
will include a summary /
quantification of the local
government’s regional
housing need allocation
and any other appropriate
housing information.
n/a One month following
adoption Completed
Program i.2.1. Continue to
provide a minimum of 20
percent permanently
affordable low- and
moderate-income units for
any project with six or
more new housing units or
for condominium
conversion. The City will
also explore means and
methods to provide
incentives to include
inclusionary units in new
apartment construction.

Residential projects are
encouraged to satisfy the
requirement by providing
a minimum of 20 percent
inclusionary housing units
on-site
n/a 2015-2023 Progress continues.

City ordinance requires inclusionary housing and City continues to implement.

Program i.2.2. Investigate
a community housing trust
to meet the need for
workforce housing and
other housing needs.
n/a 6/1/2017 Future program
Program j.1.1. Encourage
Transit Priority Projects,
site designs, and use of
building materials that
promote energy efficiency.
n/a Ongoing
Progress continues.

All Specific Plans encourage transit priority projects.

Transit oriented projects are being proposed.

Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 112, Packet Page 191 General Comments
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 113, Packet Page 192 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 12/31/2015 - 12/31/2023 Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
34 APN Street Address Project Name+ Local Jurisdiction Tracking ID+ Very Low Income Low Income Moderate Income Above Moderate Income Description of Commercial Development Bonus Commercial Development Bonus Date Approved Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 114, Packet Page 193 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulasPlanning Period 5th Cycle 12/31/2015 - 12/31/2023 The description should adequately document how each
unit complies with subsection (c) of Government Code Section 65583.1+.

For detailed reporting requirements, see the chcklist here:

Extremely LowIncome+ Very Low-Income+ Low-Income+ TOTAL UNITS+ Extremely Low- Income+ Very Low- Income+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/community‐ development/docs/adequate‐sites‐checklist.pdf Rehabilitation Activity 66Preservation of Units At-RiskAcquisition of UnitsMobilehome Park PreservationTotal Units by Income 66 Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 115, Packet Page 194 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates an optional field
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulasPlanning Period 5th Cycle 12/31/2015 - 12/31/2023 Notes
23 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
ModerateIncome Non Deed
Restricted
Above
ModerateIncome
Total Moderate Income Units
Converted from Above
Moderate
Date Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 00 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 116, Packet Page 195 23 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 117, Packet Page 196 Designation Size Notes
1 23 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
Summary Row: Start Data Entry Below
Parcel Identifier
Locally Owned Surplus Sites
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 118, Packet Page 197 Jurisdiction Monterey ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 12/31/2015 - 12/31/2023 Project Type Date
Units (Beds/Student
Capacity) Granted
Density Bonus
Notes
23 5 6
APN Street Address Project Name+ Local Jurisdiction Tracking ID+ Unit Category (SH - Student Housing) Date Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Total Additional Beds Created Due to Density Bonus Notes Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This
table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to
Government Code65915(b)(1)(F)
Annual Progress Report January 2020
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 119, Packet Page 198 Planning Period 5th Cycle 12/31/2015 - 12/31/2023
No Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage on their internet website containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenent Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese).

Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.

Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 120, Packet Page 199 Jurisdiction Monterey
Reporting Year 2023 (Jan. 1 - Dec. 31)
Total Award Amount
Total award amount is auto‐populated based on amounts entered in rows 15‐26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes 6th Cylce Housing Element $150,000.00 $150,000.00 REAP 2022: $28,915.00; 2023: $121,085.00 Summary of entitlements, building permits, and certificates of occupancy (auto‐populated from Table A2 Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 5454
Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 2222
Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 2929
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or50515.03, as applicable. $ 150,000.00
Task Status
In Progress
Exhibit A - Appendix B
Council Regular Meeting, 3/19/2024, Item No. 13., Item Page 121, Packet Page 200 Council
Agenda Report
№08/22
FROM: Kimberly Cole, AICP, Community Development Director SUBJECT: Authorize the City Manager to Sign an Exclusive Negotiating Agreement Extension with MidPen Housing for Development of Affordable Housing at 587 and 593 Van Buren Street, 424 and 450 Madison Street (Not a Project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council authorize the City Manager to sign an Exclusive Negotiating Agreement extension with MidPen Housing Corporation for the properties located at 587 and 593 Van Buren Street and 424 and 450 Madison Street.

VALUE DRIVERS:

Support efforts and policies that provide equitable access to affordable housing in Monterey and the region.

POLICY IMPLICATIONS:

The Exclusive Negotiating Agreement (ENA) supports the City’s on-going housing efforts, including those intended to serve extremely low, very low and low-income residents. Moving forward with the Exclusive Negotiating Agreement is a necessary step to support the City’s efforts to meet its Regional Housing Needs Assessment allocation, should any new housing units result from the subsequent Development and Disposition Agreement and ground lease.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: Yes.

FISCAL IMPLICATIONS:

Negotiating the Exclusive Negotiating Agreement (ENA) required substantial staff time and assistance of outside counsel. Staff anticipates substantial staff time and assistance of outside legal counsel to complete the next phases of the process, including completing predevelopment studies and drafting a development agreement.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378) because the City still retains discretion to approve, modify or not proceed with any project pending the outcome of the Exclusive Negotiating Agreement and further CEQA review. In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change Date: 3/19/2024
Item No.: 14.

Council Regular Meeting, 3/19/2024, Item No. 14., Item Page 1, Packet Page 201 on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

The City Council could decide not to extend the ENA with MidPen as a potential developer for the property located at 587 and 593 Van Buren Street and 424 and 450 Madison Street.

Staff is not supporting this alternative because MidPen is an experienced affordable housing developer and substantial progress has been made.

DISCUSSION:

Background
The City issued a Request for Proposals on July 20, 2020 to solicit proposals to develop affordable housing on four City-owned properties. The properties were:
 Harbor Yard located at 417 Figueroa Street
 Parking Lot 14 located at 442 Adams Street
 Calle Principal Parking Garage – 438 Calle Principal
 A portion of the City Hall Campus on Madison Street between Dutra and Van Buren Streets consisting of four properties (587 and 593 Van Buren Street and 424 and 450 Madison Street).

Proposals were accepted on October 2, 2020. On February 16, 2021, the Council selected MidPen as the preferred developer for 417 Figueroa Street, 438 Calle Principal, 587 and 593 Van Buren Street and 424 and 450 Madison Street. The City Council approved an ENA with Mid Pen Housing on July 19, 2022 for the development of only the site located behind City Hall (587 and 593 Van Buren Street and 424 and 450 Madison Street). The City approved the 1st and 2nd ENA extensions administratively as allowed by the ENA.

During this ENA negotiation period, substantial progress has been made. Key milestones have included completion of boundary and topographic survey, preliminary site plan, biotic assessment, arborist report, historic preservation report, and hazardous materials evaluation (phase I). Public outreach has included: Mid Pen- City design concept meeting, hospitality association meeting, neighborhood association meeting, community meeting mailers, community meeting hand-delivered notices, community meeting, community meeting feedback to the City and Council review of the design concept. Preliminary drafts of the Development and Disposition agreement and ground lease have also been drafted.

Analysis
The City Council is requested to approve a third amendment to the ENA extending the negotiations to April 12, 2025. The City and developer need additional time to complete additional studies and environmental review in order to determine whether certain aspects of the proposed project are viable.

In conclusion, staff recommends the City Council direct the City Manager to sign an Exclusive Negotiating Agreement extension with MidPen Housing Corporation for the properties located at 587 and 593 Van Buren Street, 424 and 450 Madison Street.

Attachment: 1. Draft Resolution
e: Mid Pen Housing
Council Regular Meeting, 3/19/2024, Item No. 14., Item Page 2, Packet Page 202 Housing Outreach List
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link: https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 14., Item Page 3, Packet Page 203 RESOLUTION NO. __- ___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№09/22

AUTHORIZE CITY MANAGER TO SIGN AN EXCLUSIVE NEGOTIATING AGREEMENT

EXTENSION WITH MIDPEN HOUSING CORPORATION FOR DEVELOPMENT OF AFFORDABLE HOUSING AT 587 AND 593 VAN BUREN STREET, 424 AND 450 MADISON STREET
WHEREAS, the City of Monterey currently experiences both high housing costs and a low inventory of affordable housing units;
WHEREAS, in October 2019, the Governor signed several bills that acknowledge the statewide housing crisis and provide funding for affordable housing; WHEREAS, in 2019 the City Council reviewed City owned properties to determine their potential to be developed for affordable housing in support of the City’s on-going housing efforts, including those intended to serve extremely low, very low and low-income residents; WHEREAS, this review showed the potential to support the City in meeting its Regional Housing Needs Assessment allocation, should any new housing units results from this effort; WHEREAS, on August 20, 2019 and September 3, 2019, the City Council received a report on a site analysis of City owned properties for affordable housing development. The Council directed staff to focus on potential sites located on Figueroa Street, Calle Principal, Adams Street and Van Buren/Madison Streets;
WHEREAS, the City issued a Request for Proposals on July 20, 2020 to solicit proposals to develop affordable housing on four City owned sites consisting of properties located at 417 Figueroa Street, 442 Adams Street, 438 Calle Principal, 587 and 593 Van Buren Street, and 424 and 450 Madison Street;
WHEREAS, proposals were due on October 2, 2020, and the City received responsive proposals from five developers;
WHEREAS, the City of Monterey received a responsive proposal for 587 and 593 Van Buren Street, and 424 and 450 Madison Street from MidPen Housing Corporation that proposes to use 100% of the property area for the development of affordable housing, providing that 100% of the proposed units will be permanently affordable housing, with an affordability mix of units at 30% AMI, 40% AMI, 50% AMI, and 60% AMI;
WHEREAS, the Council directed staff to negotiate an Exclusive Negotiating Agreement with MidPen Housing Corporation for 587 and 593 Van Buren Street and 424 and 450 Madison Street;
WHEREAS, the Council approved an ENA with Mid Pen housing on July 19, 2022 via Resolution 22-104. This ENA was executed on August 15, 2022 and two amendments were approved on November 16, 2022 and March 22, 2023. The first amendment increased the due date for the preliminary development package from 90 days to 120 days. The second amendment extended to the agreement to April 12, 2024, and increased the due date for the Council Regular Meeting, 3/19/2024, Item No. 14., Item Page 4, Packet Page 204 2 updated preliminary development package from 210 to 365 days; WHEREAS, Mid Pen housing has requested a third amendment and the draft amendment fulfills this request;
WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378) because the City still retains discretion to approve, modify or not proceed with any project pending the outcome of the Exclusive Negotiating Agreement and further CEQA review. In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project.

Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability, and;

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY it hereby authorizes City Manager to enter into an exclusive negotiating agreement extension to April 12, 2025, in a form approved by the City Attorney, with MidPen Housing Corporation for development of affordable housing at 587 and 593 Van Buren Street and 424 and 450 Madison Street.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this 19th day of March, 2024, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 14., Item Page 5, Packet Page 205 Community Services District
Agenda Report
FROM: Christine Davi, City Attorney
SUBJECT: Receive Ocean View Community Services District Quarterly Report (Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5, Section 15061)
RECOMMENDATION:

That the Community Services District Board of Directors receive a report on the Ocean View Community Services District.

VALUE DRIVERS:

SECURE WATER SOURCES – Champion regional and local efforts to secure adequate, affordable, and sustainable water sources for the city, now and into the future.

POLICY IMPLICATIONS:

This Community Services District was formed pursuant to Community Services District Law (Government Code section 61000 et seq.,) to own and operate a desalination plant to provide residential and commercial water to the Ocean View Plaza Project (“Project”) located at 457, 465, 470, 484, 565, and 570 Cannery Row.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS: None.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

Date: 3/19/2024
Item No.: 15.

Council Regular Meeting, 3/19/2024, Item No. 15., Item Page 1, Packet Page 206 DISCUSSION:

The City of Monterey approved the Ocean View Plaza Project (“Project”) located at 457, 465, 470, 484, 565, and 570 Cannery Row in June 2004. Subsequently, the City of Monterey requested that the Local Agency Formation Commission (LAFCO) review the establishment of a Community Services District (CSD) for the project site that would own, operate, and maintain the proposed desalination plant once constructed.

LAFCO adopted Resolution No. 05-27 on December 27, 2005, approving the formation of this CSD. The Monterey City Council was subsequently appointed as the District Board and must meet quarterly according to requirements of Government Code section 61044.

In November 2019, the California Coastal Commission denied requests for coastal development permit extensions (Permit No. 3-08-013). The Coastal Commission voted that there were changed circumstances from its original coastal development permit issued in 2008 related to water supply and coastal hazards/sea level rise.

In January 2020, Ruby Falls Fund, LLC, sued the Coastal Commission over its denial of the permit extension request as described in Monterey County Superior Court Case No. 20CV000165. That action was stayed pending resolution of the appeals in related litigation regarding the ownership of the property. On May 1, 2023, in an unpublished decision in the Sixth District Court of Appeal, Case Nos. H048978, H049062, H049160, and H049368, the court ruled that the trial court erred in ruling that Canrow Owner, LLC’s foreclosure was wrongful, among other things. In other words, Ruby Falls Fund, LLC is the property owner.

On August 16, 2023, the Monterey County Superior Court lifted the stay in the action against the Coastal Commission. A hearing on the merits of the writ is scheduled for April 4, 2024 in Department 15 of the Monterey Superior Court.

The City originally approved the vesting tentative map for the project on June 1, 2004. The City recognizes an extension by operation of law to June 1, 2025, and may be further tolled. cc: Save Our Waterfront, 781 Terry Street, Monterey, CA 93940 Cannery Row Association
LAFCO of Monterey County – Local Agency Formation Committee, POB 1369, Salinas, CA 93902
New Monterey Neighborhood Association
David Balch, Esq.

Anne Mudge, Esq.

Neill Bower, Esq.

Paul James Beard, Esq.

Stephanie Lai, Esq.

Aaron Gruber, Esq.

Dylan Crosby, Esq.

Bob Faulis
William Coffee, Esq.

David Bowie, Esq.

Council Regular Meeting, 3/19/2024, Item No. 15., Item Page 2, Packet Page 207 Council
Agenda Report
№09/24
FROM: Andrea Renny, PE, Public Works Director
Prepared By: Tom Harty, PE, Senior Engineer,
Tricia Wotan, Environmental Regulations Manager
SUBJECT: Receive a Report on the Draft Sewer Utility Master Plan and Draft Wastewater Rate and Capacity Fee Study for the City Sewer Utility (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council receive a report on the Draft Sewer Utility Master Plan and Draft Wastewater Rate and Capacity Fee Study for the City sewer utility and provide feedback.

VALUE DRIVERS:

Foster a local government that is transparent and collaborative, and solicits, welcomes and appreciates input from all.

In collaboration with our community partners, work to improve the quality of life of all of our community members by fostering diversity, equity, and inclusion; championing equitable access to affordable housing; and maintaining a safe environment.

Protect and preserve our natural environment by addressing climate change through ecologically responsible and pragmatic solutions, including protecting the Monterey Bay National Marine Sanctuary and our environmental assets from pollution.

POLICY IMPLICATIONS:

This action is consistent with prior action by the City Council and is consistent with the City Council’s strategic initiatives, one of which is to “update the storm drain utility, sanitary sewer and pavement maintenance needs and financing mechanism.” It is also consistent with the strategic initiative “Ensure long term revenue / expenditure balance in the City’s operating budget and develop an infrastructure re-capitalization strategy.” When deemed necessary, the Council has the authority to authorize staff to proceed with Proposition 218 procedures that allow property owners within the City to consider updated sewer rates and fees to fund the operations, maintenance, repair, rehabilitation, and management of the City’s sanitary sewer collection system utility.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

Date: 3/19/2024
Item No.: 16.

Council Regular Meeting, 3/19/2024, Item No. 16., Item Page 1, Packet Page 208 FISCAL IMPLICATIONS:

This is an informational item only. There are no fiscal impacts with regards to receiving this report. The Sewer Utility Master Plan and Wastewater Rate and Capacity Fee Study once adopted will adjust rates to support continued sewer operations without General Fund subsidies.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

ALTERNATIVES CONSIDERED:

Council could choose to not to receive the report, but this is not recommended. Rates are not being adopted at this meeting. Rather, it is to provide information as a precursor to potentially changing rates as delaying implementation of the fee and rate adjustments will further limit the revenue available for operation of the wastewater collection system. The Sewer Utility Master Plan assesses the overall health of the wastewater collection system. It identifies projects that will need to be implemented within the next ten years to maintain that health, while the Wastewater Rate and Capacity Fee Study establishes rates and fees that support these operations.

DISCUSSION:

In Fiscal year 2021-22, the Sewer Line Maintenance Fund (279) had $2,431,727 in expenditures and $2,048,989 in revenue, which was a $382,738 shortfall. Final numbers for the fiscal year 2022-23 are not yet available, but as of February 2024, the projected shortfall is estimated to be over $400,000. In recent years, the Sewer Line Maintenance Fund has had increasing costs over time without proportional revenue increases, resulting in a structural shortfall. The shortfall is a result of multiple factors, including a 2016 lawsuit settlement that necessitated additional operations and maintenance tasks to be implemented annually and increasing equipment, materials, and labor costs that are needed to meet the operations, maintenance, repair, and regulatory demands of utility ownership in California.

In 2019, the City began developing a detailed Sewer Utility Master Plan that analyzes the City’s wastewater collection system to identify inadequacies and plan for projects to resolve them for future conditions. The Sewer Utility Master Plan assesses the impact of future scenarios and identifies projects that can be undertaken within the next ten years to address system inadequacies. Concurrently with the development of the Sewer Utility Master Plan, the City began developing the Wastewater Rate and Capacity Fee Study, which looks at the expected Council Regular Meeting, 3/19/2024, Item No. 16., Item Page 2, Packet Page 209 level of effort needed over the next ten years to meet the financial obligation expected. The Wastewater Rate and Capacity Fee Study identifies the monthly rates and fees necessary to generate the revenue needed to meet the City’s capital and operating expenses for the next five (5) years, as allowed under the California Proposition 218 process. Both the Sewer Utility Master Plan and Wastewater Rate and Capacity Fee Study are nearly complete, and staff is seeking feedback from Council before bringing them back for adoption.

In parallel, Monterey One Water (M1W) has also undertaken a process to adopt a new ordinance which includes, among other items, changes to its collection of revenue for operating its regional collection system and the Monterey Regional Wastewater Treatment Plant. M1W will begin a new tax roll billing process on July 1, 2024, to bill its ratepayers annually for their services. Invoices for 12 months of service will be included on the property tax bill for all parcels that M1W serves. M1W’s current bi-monthly billing cycle will cease on June 30, 2024.

Subsequently, as a member agency of M1W, the City of Monterey must provide any rate adjustments to M1W by mid-June 2024 to allow time for M1W and the Monterey County Treasurer-Tax Collector to process the invoices.

The City of Monterey last adjusted its sewer rates and fees in 2011, including annual stepped rate increases for five years through 2016 that generated the revenue needed to maintain and operate its sewer collection system and fund citywide utility repair and rehabilitation needs. City monthly sewer rates have remained flat at 2016 rates for eight years, even as the costs of utility ownership and operation have increased over this time. The 2011 rate adjustments were necessary to augment the cost of the anticipated citywide sewer collection system rehabilitation project, which was financed by two (2) low-interest Clean Water State Revolving Fund Program loans in coordination with the State Water Resources Control Board (SWRCB). These loans are currently in repayment.

The citywide Sanitary Sewer Rehabilitation Project was completed in 2019. Overall, the project made significant improvements to the wastewater collection system by rehabilitating those structures in greatest need of repair. The result has been a demonstrable reduction in sewage overflows from the system and better protection of the environment citywide. Even so, Monterey’s wastewater collection system requires sustained revenue to support the everincreasing maintenance and repair demands of an aging collection system to ensure its longterm operational viability and remain in compliance with State sewer system regulations. To this end, a utility must generate sufficient revenue over time to fund all necessary needs and actions to remain in good working order and remain in compliance with applicable water quality regulations.

At present, staff is proposing that Council consider funding an approach to bridge the gap between expected operating expenses and predicted revenue that begins in FY2024/25 (FY25).

In FY25, adjusted monthly rates will meet the 10-year Renewal and Replacement costs (R&R).

In FYs 26 – 29, in addition to R&R costs, rates will include the costs of implementing system modifications to address sea level rise predictions through 2030.

Staff considered several scenarios to address future system funding needs:
 One approach would be to utilize General Fund resources to bridge the funding gap.

This is not recommended by staff because a utility is legally able to recover the full cost Council Regular Meeting, 3/19/2024, Item No. 16., Item Page 3, Packet Page 210 of delivering the services it provides. Furthermore, utilizing General Fund resources to bridge the funding gap would result in reduced services to City services dependent on General Fund revenues, such as public safety, community services, and other programs.

To this end, it is recommended that General Funds are retained for City services that have no ability to recover costs or are not able to achieve 100% cost-recovery.  Another approach is to perform only imminent failure or emergency repairs and rehabilitation projects to reduce Operation and Maintenance (O&M) costs to the absolute minimum to sustain the system in good working order until a more substantial rate adjustment can be implemented. This is an incomplete approach that is not recommended. The full scope of activities required to operate the system effectively over the long-term are not considered. Some activities would be deferred to a later date, which often results in additional work and higher costs overall when the work is finally completed. Staff recommends addressing the full scope of needs at the current time, rather than “kicking the can down the road” to a future date.  A third approach for the community and Council is to defer the funding decision to a later date, which is also not recommended. In order to meet the anticipated funding gap in FY25, adjusted rates need to be established by mid-June 2024. Delaying implementation beyond mid-June 2024 will result in the loss of additional revenue when needed in FY25.

Therefore, staff recommends pursuing an adjustment to the Sewer Rates and Capacity Fee (also known as the Sewer Connection Fee) under an aggressive schedule to meet the mid-June 2024 deadline.

Several opportunities for Council and the community to provide input to staff are proposed:

1. Staff will present the Sewer Utility Master Plan and Wastewater Rate and Capacity Fee Study at the April 2, 2024 City Council meeting to solicit direction from City Council on its preferences for implementing adjusted sewer rates and fees.

2. The public hearing for adoption of an updated fee schedule will be held at the City Council meeting on June 4, 2024.

Adoption of the adjusted sewer rates and capacity fees is anticipated to provide stability for operating, maintaining, repairing, and rehabilitating the City’s wastewater collection system into the future, as the City continues to discuss and plan for future needs and development.

AR/th, tw
Attachments: 1. 2024 Sewer Rate Adjustment – Proposed Schedule for Adoption

2. Link to Sewer Rate Study 2024 web page and Draft Sewer Utility Master Plan

3. Link to Draft Wastewater Rate and Capacity Fee Study Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments
Council Regular Meeting, 3/19/2024, Item No. 16., Item Page 4, Packet Page 211 Attachment 1
2024 Sewer Rate and Capacity Fee Adjustment Consideration Schedule
Mar 14, 2024
Mar 19, 2024 City Council meeting - introduce the Sewer Utility Master Plan and the Wastewater Rate and Capacity Fee Study; outline the tentative schedule for consideration and adoption
Apr 2 City Council meeting – presentation of the Sewer Utility Master Plan and 2024 Wastewater Rate and Capacity Fee Study, Proposition 218 Process, and adoption schedule; - direct staff to send Prop 218 Notices for adjusted wastewater rates and capacity fees to property owners
Apr 19 Last day for Prop 218 Notices to be mailed to meet the 45-day minimum statutory period prior to the public hearing.

Jun 4 City Council meeting – Public Hearing and counting of protest ballots -> If greater than 50% of voters protest the rate adjustment, the item cannot proceed
Jul 1, 2024 New rates become effective, allowing Monterey One Water to include the adjusted rates with their new annual billing process that begins Jul 1, 2024 Mid-October Annual tax bill is mailed to ratepayers by Monterey County Treasurer-Tax Collector Nov 1, 2024 First installment payment due to Monterey County Treasurer-Tax Collector Feb 1, 2025 Second installment payment due to Monterey County Treasurer-Tax Collector Council Regular Meeting, 3/19/2024, Item No. 16., Item Page 5, Packet Page 212 Council
Agenda Report
№08/22
FROM: Kimberly Cole, AICP, Community Development Director Prepared By: Anastacia Wyatt, Housing Manager
SUBJECT: Approve Monterey Rental Assistance Program Guidelines (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council approve the Monterey Rental Assistance Program (MRAP) Guidelines and authorize staff to implement MRAP for the remainder of Fiscal Year 2023-2024.

VALUE DRIVERS:

Support efforts and policies that provide equitable access to affordable housing in Monterey and the region.

POLICY IMPLICATIONS:

The City Council would like to move forward with the Monterey Rental Assistance Program (MRAP). This program would provide rental assistance resources in the amount of $250,000 to members of the community in need through an application to the Housing Division. This program would be consistent with the City Council’s vision and strategic initiative of “Working to improve the quality of life of our residents.”
CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No FISCAL IMPLICATIONS:

City Council has allocated $250,000 of City General Funds in Fiscal Year 2023-24 toward rental assistance. This expenditure will further the City’s goal of increasing housing stability.

ENVIRONMENTAL DETERMINATION:

The City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA)(CCR, Title 14, Chapter 3 (“CEQA Guidelines), Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action and this matter have no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability.

Date: 3/19/2024
Item No.: 17.

Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 1, Packet Page 213 ALTERNATIVES CONSIDERED:

The City Council can make changes to the draft MRAP Guidelines.

DISCUSSION:

In response to ongoing housing challenges in the community, the City of Monterey proposes a new Monterey Rental Assistance Program in 2024 to provide rental assistance to eligible households that are faced with housing instability issues. Since the pilot program is funded by General Fund dollars, the Program would not be prescribed by federal or state pass-through regulations. This approach will allow the City Council to customize the program to best fit the needs of renters in Monterey.

City Council Feedback
The City Council held a study session on February 28, 2024 to determine parameters for the new Monterey Rental Assistance Program (MRAP). The study session discussion focused on key points pertaining to renter needs that were presented in the results of survey data and data in the Public Review Draft 2023-2031 Housing Element.

Council requested staff consider points of the program and return to City Council on March 19, 2024 with refinements in the draft guidelines. Main points of consideration were:
 Prioritize funding based on recognizing the number of families with children who experience homelessness, expecting mothers, and victims of domestic violence;  Serve clients on a first-come, first-serve basis as the main priority and then use discretion on other factors to prioritize;
 Allow for multiple months of assistance;
 Consider allowing people to relocate outside of the City to ensure housing stability;  Allow additional flexibility in the program to fund utilities and ensure funds are spent by the end of the fiscal year;
 Limit unit inspections only on an as-needed basis and conducted by housing staff, and do not require inspections as a condition of funding;
 Partner with other agencies where feasible;
 Provide program participants with funding for one-time mediation and legal services;  Assist as many residents as possible and use all the funding in the time allowed;  Be wary of paying for only rent increases to ensure participants are able to maintain housing long-term and do not incentivize rent increases;  Allow, but do not require, financial counseling;
 Focus on those most vulnerable populations, such as households with women and children; consider seniors, disabled, and people on a fixed income; and  Allow up to 120% of median income to receive rental assistance.

Prior City of Monterey Rental Assistance Programs
Previous City Rental Assistance programs have provided financial relief for members of the Monterey community. As the first program of its kind in the county, the City of Monterey launched an Emergency Rental Assistance Program (ERAP) in April 2020, spending almost $1 million (assisting 162 households) in the City’s housing program income funds in response to financial hardships resulting from the COVID-19 pandemic. In 2021, the City of Monterey Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 2, Packet Page 214 administered the ERAP funds totaling approximately $1.25 million on behalf of the United Way of Monterey County, benefiting 128 households. Combined, the two programs benefited 290 households.

The previous programs were bound to federal and state regulations, such as income requirements. MRAP would utilize City general funds and can provide more flexible assistance and program requirements.

Community Feedback
Throughout February and March 2024, the City’s Housing Office hosted a series of community outreach events, as well as conducted an online and paper survey to gather information on how the City of Monterey can help renters with housing costs and make the most positive impact in the community. At the February 28, 2024, study session, the City received over 130 survey responses. To date, the City has received 252 survey responses. The City encouraged renters and property managers to participate in both the survey and in-person drop-in sessions, promoting the events through media releases, e-mail blasts, social media, and a postcard mailer to all postal patrons.

Outreach events have included: the Old Monterey Marketplace and Farmers’ Market on February 6th and 13th and drop-in sessions at Hilltop Park Center on Wednesday, February 7th, Laguna Grande Park on Sunday February 12th, El Estero Park Center on Monday February 12th, and Montecito Park on February 18th. These sessions were posted on social media, the Monterey County Weekly, and the City’s website.

Additional outreach meetings were conducted on February 29th at the Monterey Sports Center, March 4th at San Carlos Beach, and March 6th at Monterey Peninsula College.

The survey available to the public focuses on key program requirements that were considered in the draft rental assistance guidelines. Major considerations for the program include the total amount of funding available to each participant, income levels, what type of assistance can be provided to participants, how often should the resource be provided, program prioritization, and eligibility. The draft guidelines also recommend that applicants receive funding only one time in the fiscal year. The following details information regarding the responses received to date.

Preliminary Survey Results
The following summary of key questions and responses from the public on the survey are provided below.

Question 1- Program Focus The focus for the rental assistance program was ranked in the following order by importance. The following priorities remain the same with the additional survey responses:
 Assistance to secure or maintain housing;
 Financial assistance to prevent homelessness;
 Assistance due to loss or change in employment or other catastrophic events;  Eviction prevention; and
 Housing relocation and stabilization.

Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 3, Packet Page 215 Question 2- How to Use the Funds- Respondents stated that rental assistance funds could be used for the following by importance. The following priorities remain the same with the additional survey responses:
 Deposit assistance;
 Covering rent increases;
 Financial assistance;
 Short-term rental assistance;
 Rental arrears (back rent owed); and
 Application fees.

Question 3- Program Eligibility:
 Current residents of the City of Monterey should be prioritized:
o 56.9% as of February 28th
o 53.2% as of March 5th;
 Supporting both residents and employees was supported at:
o 25% as of February 28th
o 32.7% as of March 5th
 Employees of businesses located in Monterey regardless of their city of residents was supported by:
o 9.5% as of February 28th
o 6.9% as of March 5th
 Other was supported at:
o 8.6% as of February 28th
o 7.3% as of March 5th
Question 4- Program Priority for Recipients:
 Based on urgency:
o 66.1% as of February 28th
o 65.9% as of March 5th
 First come first served:
o 21.7% as of February 28th
o 21.7% as of March 5th
 Other:
o 12.2% as of February 28th
o 12.4% as of March 5th
Question 5- Income Levels:
 Low Income and below:
o 56.5% as of February 28th
o 55.1% as of March 5th
 Median Income and below:
o 28.7% as of February 28th
Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 4, Packet Page 216 o 28.3% as of March 5th
 Moderate Income and below:
o 7.8% as of February 28th
o 10.5% as of March 5th
 Above Moderate-Income:
o 7.0% as of February 28th
o 6.1% as of March 5th
Question 6: Total Amount of Rental Assistance:
 Up to $5,000;
o 32.7% as of February 28th
o 33.7% as of March 5th
 Up to $10,000;
o 24.8% as of February 28th
o 25.1% as of March 5th
 Up to $3,000:
o 23.9% as of February 28th
o 23.9% as of March 5th
 No limit:
o 18.6% as of February 28th
o 17.3% as of March 5th
Question 7: What Should Rental Assistance Cover:
 Only a portion of the rent:
o 35.1% as of February 28th
o 36.6% as of March 5th
 Any expense necessary:
o 23.7% as of February 28th
o 25.2% as of March 5th
 The entire rent:
o 17.5% as of February 28th
o 15.4% as of March 5th
 Other:
o 15.8% as of February 28th
o 11.8% as of March 5th
 Only the amount of the rent increase:
o 7.9% as of February 28th
o 11.0% as of March 5th
Question 8-How Often Should an Applicant be Eligible to Receive Rental Assistance:
 Receiving rental assistance multiple times:
o 60.2% as of February 28th
o 66.0% as of March 5th
 Just one time:

Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 5, Packet Page 217 o 39.8% as of February 28th
o 34.0% as of March 5th
Question 9- Should Rental Assistance be Contingent Upon Requiring Recipients to Receive Information/Education from the City of Monterey Regarding Housing Resources:
 Strongly agree:
o 38.9% as of February 28th
o 38.8% as of March 5th
 Agree:
o 33.6% as of February 28th
o 30.2% as of March 5th
 Neutral:
o 23.9% as of February 28th
o 26.1% as of March 5th
 Disagree:
o 1.8% as of February 28th
o 3.7% as of March 5th
 Strongly Disagree:
o 1.8% as of February 28th
o 1.2% as of March 5th
Question 10-Should the Rental Assistance Program Offer Services Such as Financial Counseling/Problem Solving:
 Strongly Agree:
o 43.9% as of February 28th
o 45.5% as of March 5th
 Agree:
o 40.4% as of February 28th
o 35.0% as of March 5th
 Neutral:
o 11.4% as of February 28th
o 12.2% as of March 5th
 Disagree:
o 2.6% as of February 28th
o 5.3% as of March 5th
 Strongly Disagree
o 1.8% as of February 28th
o 2.0% as of March 5th
Question 11-Should Rental Assistance Funds be Utilized for One-Time Legal Services to Resolve Tenant/Landlord Issues:
 Agree:
o 31.6% as of February 28th
o 26.9% as of March 5th
Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 6, Packet Page 218  Strongly Agree:
o 25.4% as of February 28th
o 26.9% as of March 5th
 Neutral:
o 21.9% as of February 28th
o 23.3% as of March 5th
 Strongly Disagree:
o 12.3% as of February 28th
o 8.2% as of March 5th
 Disagree:
o 8.8% as of February 28th
o 14.7% as of March 5th
Best Practices with Rental Assistance Programs
The City reviewed best practices for rental assistance programs and lessons learned.

City staff learned from non-profit agencies that assist clients with housing, financial assistance, and counseling services, and property managers to determine what needs their renters are experiencing regarding rental assistance. City staff met with ECHO Fair Housing to learn about the renter assistance programs they are offering in the San Francisco Bay Area, and the programs’ successes, challenges, and recommendations.

Staff reviewed other documents, including the National Low Income Housing Coalition (NLIHC), Best Practices for State and Local Emergency Rental Assistance Programs, January 11, 2021, as well as discussions with non-profit organizations, and HUD guidance on rental assistance.

Best practices include the following:
 Pay landlords directly;
 Select eligible tenants for assistance;
 Provide counseling if requested;
 Require residents to provide demonstrated risk of housing instability;  Write program information and applications in simple language;  Provide program information in multiple languages;
 Provide multiple ways for tenants to submit applications and provide intake assistance;  Provide rental assistance to households with the lowest incomes (less than 30% of AMI) These renters typically have minimal financial support and are most at risk of eviction and homelessness;
 Target emergency rental assistance to areas with high shares of housing instability, job loss, and those in the community who have been marginalized;  Provide multiple types of assistance, including rental assistance, rental arrears; and  Reevaluate rental assistance.

Neighborhood Data
City staff reviewed the City’s Public Review Draft 2023-2031 of the Housing Element, Appendix D, Affirmatively Furthering Fair Housing (AFFH). Based on the AFFH study, the City of Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 7, Packet Page 219 Monterey 2018 ESRI Diversity Index shows that many areas of the City of Monterey are relatively racially and ethnically integrated.

The most diverse neighborhoods are on the eastern side of the City in Villa Del Monte, Del Monte Grove/Laguna Grande, and Casanova Oak Knoll neighborhoods. Areas of low diversity are concentrated in the Monterey Vista, Deer Flats, Aguajito, and Fisherman Flats neighborhoods.

The neighborhoods with lower diversity are characterized as mostly white, but these neighborhoods are a small sum of the total area of the City.

Based on the AFFH, the Downtown and Old Town neighborhoods have more than 20% of children under 18 years in female-headed households. Female-headed households may experience more discrimination in housing and have lower incomes and less choice in their housing selection. Nine percent (9%) of female single-parent family households lived below the poverty level.

The AFFH also identified three areas with concentration of low or moderate income (LMI) individuals. HUD defines an LMI area as a census tract or block group where over 51% of the households have an annual income that is less than 80% area median income (AMI), based on HUD definitions. There are four LMI areas in the City: portions of Old Town, Downtown, Oak Grove, and Del Monte neighborhoods. The downtown LMI area is also a census tract identified as having an overconcentration of Female Households with Children Under 18 Years.

Cost Burden and Financial Guidelines
The AFFH also details housing cost burden. According to the State of California Housing and Community Development (HCD) cost burden is the fraction of a household’s total gross income spent on housing costs. There are two levels of cost burden: (1) “Cost Burden” refers to the number of households for which housing cost burden is greater than 30 percent of their income; and (2) “Severe Cost Burden” refers to the number of households paying 50 percent or more of their income on housing. According to 2015-2019 Comprehensive Housing Affordability Strategy (CHAS) estimates, a total of 2,659 households in the City experience cost burden (22.7 percent) while an additional 2,480 households experience severe cost burden (21.1 percent). This means that a little less than half of all households in the city experience some level of cost burden.

This program has limited funding and limited time left in the fiscal year. In order to stretch the limited funding for rental assistance, all agree on limiting the amount of assistance to a certain dollar amount. The draft guidelines are written to assist each applicant with a maximum of $5,000. Various assistance scenarios were considered. If the City were to provide a maximum of $5,000 per applicant, the City would be able to assist approximately 50 applicants. If the City were to provide a maximum of $10,000 per applicant, the City would be able to assist 25 applicants. If the City were to provide a maximum of $3,000, the City would be able to assist approximately 83 applicants. The draft guidelines are written to allow for an additional $3,000 for additional support if needed, such as one-time legal assistance and financial counseling. If Council approves the draft guidelines, as written, theoretically fewer applicants would be served if support in addition to maximum rental assistance is provided up to $8,000 per applicant. It is unlikely that each applicant would need additional support; however, that must also be factored Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 8, Packet Page 220 into the overall calculation. The following Assistance Amount Table details the number of people who can be helped with maximum assistance provided to a certain number of people.

Assistance Amount Scenarios
Amount of Assistance Number Served Number Served if additional $3,000 housing counseling
and legal services provided
$3,000 83 41
$5,000 50 31
$10,000 25 19
A best practice to consider in this program is to allow for other assistance that may be necessary for each individual case. Staff recommends that any additional assistance, including utilities and additional rental assistance be capped at an additional $3,000 per applicant. This may include legal assistance, mediation, and housing counseling services.

Partnering with Local Organizations
Other best practices include partnering with key organizations. City Council recommended at the February 28, 2024 study session that staff partner with other organizations as needed. City staff have looked into options and spoken to United Way Monterey County. City staff have credentials to log into United Way’s Smart Referral Network and 2-1-1 to ensure coordination on calls to connect renters to emergency rental assistance. City staff also have been in contact with the Housing Resource Center of Monterey County to partner. The Housing Resource Center’s main clientele are families with children. Council felt assisting families was a priority.

Other key partner agencies include Gathering for Women, Community Human Services, and Legal Services for Seniors. All agencies assist people in the community who are experiencing homelessness. All agencies provide case management and housing navigation. With rental assistance, downpayment assistance, and other flexible funding included in this program, partnering with both agencies, this assistance could be key to moving someone or a family from shelter to housing.

The City recommends contracting with ECHO Fair Housing to provide legal and counseling services needed in addition to rental assistance. ECHO is willing and able to provide this assistance and has an attorney on hand. The City may try to contract with mediators who could also assist with tenant/landlord needs. Based on the City’s purchasing policies and amount of time left in the fiscal year, the City may only be able to contract with ECHO for minimal services until July 1, 2024.

Draft Program Guidelines
City staff will collaborate with landlords and request that landlords consider, but not be required to do any of the following: allowing housing staff to conduct a unit inspection (if necessary); consider forgiving back rent not covered by the program; consider accepting a fraction (e.g.:
80% of rent as payment-in-full; waiving late fees; and not moving forward with an eviction for a specified length of time). Staff would request and negotiate these requests of landlords with each individual situation; however, compliance by landlords would be requested and not a Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 9, Packet Page 221 requirement for payment. The Council discussed different options for unit inspections. Staff recommends that housing staff conduct a minimal inspection when needed.

The Draft Program Guidelines allow for the following to be paid:
 Deposit Assistance in the form of an interest free loan to the tenant  Short-term rental assistance (maximum of 3-months of rental assistance)  Covering rent increases
 Delinquent rent/rental arrears
 Financial Assistance (Paying another cost to assist with rent payment)  Application Fees
 Utilities
The Draft guidelines require the following of applicants:
 Live in the City of Monterey (prove Monterey residency for at least one (1) year prior to receiving assistance)
 Demonstrate a history of making rent payments
 Be able to provide a lease agreement or letter confirming tenancy from landlord  Make less than 120% of Area Median Income based on annual State of California Housing and Community Development (HCD) Income Limits (the below AMI chart will be updated annually based on State of California Housing and Community Development (HCD) Income Limits for Monterey County)
Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 10, Packet Page 222 State of California Housing and Community Development (HCD) 2023 Income Limits, Monterey County
The Draft Guidelines would assist up to ten (10) qualified applicants per month on a first-come, first serve basis.

City staff will complete this process until all program funds are expended. With one staff member assigned to this program, it is recommended that these limits are in place to ensure staff have sufficient time to review applications for eligibility and assist applicants.

In summary, the proposed guidelines allow for some flexibility while maintaining criteria to ensure the program is administered fairly and objectively. The draft guidelines adhere to best practices for rental assistance programs. The goals of the program allow for higher income levels to receive assistance and funding limits that would allow staff to provide more assistance to more people over time. City staff understands this would be a pilot program and can return to Council to modify the program if continued in future fiscal years. It is also important to note that staff expects many lessons to be learned as we expand a rental assistance program to include more households above low income. As the Council is aware, previous programs strictly complied with State and Federal guidelines. This program will address a broader constituency.

KC/AW
Attachments: 1. Draft Resolution with Exhibit A (Draft Program Guidelines)

2. Draft Guidelines with Edits Displayed (Strikeout)

3. Rental Assistance Program Survey
Writings distributed for discussion or consideration on this matter within 72 hours prior to the meeting, pursuant to Government Code § 54957.5, will be made available at the following link:
https://monterey.org/Submitted-Comments

NUMBER IN

HOUSEHOLD
1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON

ACUTELY
LOW
(0-15%)
$10,550 $12,050 $13,550 $15,050 $16,250 $17,450 $18,650 $19,850

EXTREMELY
LOW
(16-30%)
$25,300 $28,900 $32,500 $36,100 $39,00 $41,900 $45,420 $50,560

VERY LOW
(31-50%)
$42,150 $48,200 $54,200 $60,200 $65,050 $69,850 $74,650 $79,500 LOW
(51-80%)
$67,450 $77,100 $86,750 $96,350 $104,100 $111,800 $119,500 $127,200 MEDIAN
(81-100%)
$70,300 $80,300 $90,350 $100,400 $108,450 $116,450 $124,500 $132,550

MODERATE
(101-120%)
$84,350 $96,400 $108,450 $120,500 $130,150 $139,800 $149,400 $159,050 Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 11, Packet Page 223 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№010/23

APPROVING MONTEREY RENTAL ASSISTANCE PROGRAM GUIDELINES WHEREAS, the City Council set-aside $250,000 in General Fund monies toward a rental assistance program;
WHEREAS, City staff have surveyed and met with residents in February and March of 2024 to determine priorities for a rental assistance program; WHEREAS, the City launched a prior Emergency Rental Assistance Program (ERAP) in August 2020, in response to financial hardship caused by increased unemployment due to COVID-19 economic impacts. The original program was funded with Coronavirus Aid, Relief, and Economic Security (CARES) Act Community Development Block Grant (CDBG) funding, CARES ACT CDBG-CV3 funding, City of Monterey CDBG Program Income for approximately $1,000,000 for Fiscal Year 2021 and $1.25 million on behalf of the United Way of Monterey County benefiting 128 households. Combined, the two programs benefited 290 households; WHEREAS, although a City program, Monterey’s ERAP was a regional program that served both the residents of Monterey as well as employees of Monterey businesses, many of whom lived throughout Monterey County and commute to Monterey for employment.

Additionally, the city’s program was in partnership with the United Way of Monterey County, using the 2-1-1 service to receive assistance calls, making it easily available to anyone who calls 2-1-1;
WHEREAS, the prior ERAP programs followed the U.S. Department of Housing and Urban Development (HUD)-approved Emergency Rental Assistance Program and State guidelines to determine applicant eligibility. Assistance was provided directly to landlords and property management firms on behalf of the low-income applicants. No funding from the prior ERAP programs remain;
WHEREAS, on February 28, 2024, the City Council held a study session to discuss the results of survey data and the Public Review Draft 2023-2031 Housing Element to determine parameters for the new Monterey Rental Assistance Program (MRAP); WHEREAS, using General Fund monies can allow for more flexible assistance with program requirements. This will be a pilot program, and the program may be adjusted based on program results;
WHEREAS, various factors were considered regarding the MRAP program, including program priorities, such as assisting people due to a loss or change in employment or other catastrophic events; how to use the funds, such as deposit assistance or paying rental arrears; if residents outside of Monterey should be eligible or only assist Monterey residents with the funding; how to serve residents equitably and to serve those in crisis; prioritize and expand lowincome and people earning up to 120% of AMI who were not eligible for federal or state ERAP programs; the total amount of assistance to provide; how much rent should be covered; the Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 12, Packet Page 224 2 number of times assistance should be provided; if residents should receive information on additional housing resources including financial counseling and problem-solving and legal services;
WHEREAS, according to the State of California Housing and Community Development (HCD) cost burden is the fraction of a household’s total gross income spent on housing costs.

There are two levels of cost burden: (1) “Cost Burden” refers to the number of households for which the housing cost burden is greater than 30 percent of their income, and (2) “Severe Cost Burden” refers to the number of households paying 50 percent or more of their income on housing. According to 2015-2019 Comprehensive Housing Affordability Strategy (CHAS) estimates, a total of 2,659 households in the City experience a cost burden (22.7 percent), while an additional 2,480 households experience a severe cost burden (21.1 percent). This means that a little less than half of all households in the city experience some level of cost burden:

WHEREAS, renters are particularly impacted by a cost burden, as, unlike homeowners, they cannot build equity with their homes. Renters in the City of Monterey tend to have higher rates of cost burden than owners. 52.3 percent of all renters experience some level of cost burden while only 30.1 percent of owners are faced with cost burden; WHEREAS, the MRAP will allow grant funds to be distributed to an applicant (recipient head of household) multiple times in an amount not to exceed $5,000 with an additional amount of $3,000 that could fund rent, utilities, or other forms of assistance, including mediation or legal services. The program would fund amounts in arrears for rent and utilities. Program applicants shall confirm, and the City will be required to verify, that an agreement exists between the property owner/landlord and the applicant (recipient head of household) pertaining to rent for the household. The City must make payment directly to the property owner/landlord/manager. For utility payments, applicants must provide, and the City must verify, that an agreement exists between the utility company and the applicant (recipient head of household) pertaining to utilities for the household. The City must make payment directly to the utility company. For any other payments, such as one-time assistance for legal fees or mediation fees, the City will pay directly to a vendor approved by the City;
WHEREAS, City of Monterey Housing Division staff will assist up to ten (10) applicants per month. The City will accept up to 20 applications per month, review the eligibility of those applicants, and prioritize the applicants based on the following criteria: first-come, first-serve basis, risk of homelessness if assistance is not received, and other urgent requests to be determined. The City will complete this process until all program funds are expended; WHEREAS, City of Monterey Housing Division staff will work expeditiously to review applications and direct the City of Monterey Finance Department to disburse funds as quickly and prudently as possible in the hopes that applicants might be able to have rental assistance funds to make their current and past due rent payments. Because the end of the Fiscal Year is within a few months and providing rental assistance is a sensitive situation, any further delay in approving the guidelines would have tremendous adverse effects on the many local residents who will be hoping for this much-needed funding to help pay their cost of housing; WHEREAS, the City of Monterey determined that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) (CCR, Title 14, Chapter 3 (“CEQA Guidelines”) Article 20, Section 15378). In addition, CEQA Guidelines Section 15061 includes the general rule that CEQA applies only to activities which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 13, Packet Page 225 3 possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. Because the proposed action has no potential to cause any effect on the environment, or because it falls within a category of activities excluded as projects pursuant to CEQA Guidelines section 15378, this matter is not a project. Because the matter does not cause a direct or any reasonably foreseeable indirect physical change on or in the environment, this matter is not a project. Any subsequent discretionary projects resulting from this action will be assessed for CEQA applicability. and;

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that the above recitals are true and correct and are hereby incorporated and adopted as findings of the City Council as if fully set forth herein.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby:

1. Approves the program guidelines dated March 19, 2024 (Exhibit A); and

2. Authorizes staff to implement the MRAP program:

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this 19th day of March, 2024, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 14, Packet Page 226 Exhibit A

CITY OF MONTEREY
2024 Monterey Rental Assistance
Program Guidelines
February 2024
About the Program
The City is enacting the Monterey Rental Assistance Program (MRAP) to provide rental assistance to eligible applicants in the City of Monterey. The City operated the COVID-19 Emergency Rental Assistance Program (“ERAP”) in 2020 with the objective of mitigating potential homelessness and displacement of existing Monterey residents and workers who experienced a decrease in household income due to the COVID-19 pandemic, and thus, unable to pay their rent.

The 2024 MRAP aims to provide rental assistance grants to assist eligible applicants. The assistance could pay for:
 Deposit Assistance in the form of an interest free loan to the tenant  Short-term rental assistance (maximum of 3-months of rental assistance)  Covering rent increases
 Delinquent rent/rental arrears
 Financial Assistance (Paying another cost to assist with rent payment)  Application Fees
 Utility Assistance
The City is providing a much-needed resource to ensure residents of Monterey stay housed.

The program is funded through the City’s General Fund. Utilizing general funds for this program allows for the greatest flexibility for the City to assist applicants and allow the City Council to determine the parameters of the program.

Applicant Eligibility
In order to be eligible for the Monterey’s Emergency Rental Assistance Program, applicants must meet the following requirements:
 Live in the City of Monterey (prove Monterey residency for at least 1-year prior to receiving assistance)
 Demonstrate a history of making rent payments
 Be able to provide a lease agreement
 Make less than 120% of Area Median Income (the below AMI chart will be updated annually based on State of California Housing and Community Development (HCD) Income Limits for Monterey County)
Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 15, Packet Page 227 Exhibit A
State of California Housing and Community Development (HCD) 2023 Income Limits, Monterey County
Amount and Type of Assistance
The City will provide up to three months of rental assistance in an amount not to exceed $5,000. Other assistance, such as deposit assistance will also be provided to the same applicant if the client needs multiple types of assistance in an amount not to exceed $8,000.

Other assistance may include one-time legal assistance and housing counseling. It is not a requirement for a client to accept additional assistance, however, if needed and requested, City staff will work with other non-profit organizations that provide counseling and housing services to provide additional resources and support. Other one-time assistance will be capped at $3,000 per applicant. Payments for one-time assistance for housing counseling and legal assistance would be paid to the City’s contracted non-profit agency that provides these services.

Payments will be made directly to the applicant’s landlord or property management firm. No direct payments will go to Monterey Rental Assistance Program applicants. Other housing services will be paid through agreements with non-profit organizations who provide those services.

Funding Availability
The City of Monterey has dedicated $250,000 for rental assistance for Fiscal Year 2023-24.

Eligible applicants will be accepted on a first come, first serve basis. City staff will assist up to ten applicants per month.

No Duplication of Benefits
Rental Assistance best practices recommend that the City of Monterey staff check to see that the Rental Assistance will not result in a duplication of benefits to the applicant, meaning that the housing cost has not or will not be paid by another source. To ensure that there is no duplication of benefits, applicants must inform the City of Monterey about other financial assistance they are receiving so that the City may verify that no duplication of benefits will occur if the applicant receives Rental Assistance from the City. Receiving other financial aid does not disqualify someone from applying, but receiving other financial aid may limit the amount of Rental Assistance an applicant is eligible to receive.

NUMBER IN

HOUSEHOLD
1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON

ACUTELY
LOW
(0-15%)
$10,550 $12,050 $13,550 $15,050 $16,250 $17,450 $18,650 $19,850

EXTREMELY
LOW
(16-30%)
$25,300 $28,900 $32,500 $36,100 $39,00 $41,900 $45,420 $50,560

VERY LOW
(31-50%)
$42,150 $48,200 $54,200 $60,200 $65,050 $69,850 $74,650 $79,500 LOW
(51-80%)
$67,450 $77,100 $86,750 $96,350 $104,100 $111,800 $119,500 $127,200 MEDIAN (81-
100%)
$70,300 $80,300 $90,350 $100,400 $108,450 $116,450 $124,500 $132,550

MODERATE
(101-120%)
$84,350 $96,400 $108,450 $120,500 $130,150 $139,800 $149,400 $159,050 Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 16, Packet Page 228 Exhibit A
Required Documentation for Tenants and Landlords
Applicants must provide the following documentation to the City of Monterey Housing Programs Office:
 Cover Letter explaining your situation and why rental assistance is needed  Most recent Federal income tax returns
 Most recent bank statement for checking and savings accounts  Lease Agreement
 Photo ID for each member of the household
 Self-Certification of Income
 For employment:
o Most recent paystub (if still employed)
o Hour reduction notification from employer (if hours reduced) o Unemployment Award Letter from a state or federal unemployment (if unemployed) or Termination Letter
 Rent Due notices
 Landlord verification that applicant was current on rent or making payments  Landlord’s W9 and contact information for payment
 Information relating to other financial assistance you are receiving (see Duplication of Benefits)
 Landlord may allow inspection of the unit
 Landlord may consider forgiving back rent not covered by the program  Landlord may consider accepting a fraction (ex: 80%) of rent as payment-in-full  Landlord may consider waiving late fees
 Landlord may consider to not move forward with an eviction for a specified length of time
Application Process
Applicants must complete the City of Monterey’s online Rental Assistance Program application at Monterey.org/housing.

City Staff will contact applicants within one (1) week of their application submission to discuss the application.

Record Retention
The City of Monterey Housing Programs Office will keep all records for each applicant in accordance with City requirements.

Contact
The City of Monterey Housing Programs Office is available to answer questions about the Monterey Rental Assistance Program by phone at 831-646-3995 or by email at [email protected].

Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 17, Packet Page 229 Attachment 12: 2024 MRAP Guidelines with
Edits

CITY OF MONTEREY
2024 Monterey Rental Assistance
DRAFT Program Guidelines
February 2024
About the Program
The City is enacting the Monterey Rental Assistance Program (MRAP) to provide rental assistance to eligible applicants in the City of Monterey. The City operated the COVID-19 Emergency Rental Assistance Program (“ERAP”) in 2020 with the objective of mitigating potential homelessness and displacement of existing Monterey residents and workers who experienced a decrease in household income due to the COVID-19 pandemic, and thus, unable to pay their rent.

The 2024 MRAP aims to provide rental assistance grants to assist eligible applicants. The assistance could pay for:
• Deposit Assistance
• Housing relocation and stabilization to a location outside of the City if requested • Short-term rental assistance (maximum of 3-months of rental assistance) • Covering rent increases
• Delinquent rent/rental arrears
• Financial Assistance (Paying another cost to assist with rent payment) • Application Fees
• Utility Assistance
The City is providing a much-needed resource to ensure residents of Monterey stay housed.

The program is funded through the City’s General Fund. Utilizing general funds for this program allows for the greatest flexibility for the City to assist applicants and allow the City Council to determine the parameters of the program.

Applicant Eligibility
In order to be eligible for the Monterey’s Emergency Rental Assistance Program, applicants must meet the following requirements:
• Live in the City of Monterey (prove Monterey residency for at least 1-year prior to receiving assistance)
•
• Experience a loss of income due to a change of employment or experience a catastrophic event (such as divorce, loss of a spouse, medical emergency, etc.) • Be able to provide a lease agreement or letter confirming tenancy from your landlord • Demonstrate a History of making rent payments
• Be able to provide a lease agreement or letter confirming tenancy from your landlord •
• Make less than 120% of Area Median Income (the below AMI chart will be updated annually based on State of California Housing and Community Development (HCD) Income Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 18, Packet Page 230 Attachment 12: 2024 MRAP Guidelines with
Edits
Limits for Monterey County)
State of California Housing and Community Development (HCD) 2023 Income Limits, Monterey County
Amount and Type of Assistance
The City will provide one-timeup to three months of rental assistance in an amount not to exceed $5,000. Other assistance, such as deposit assistance and additional rent will also be provided to the same applicant if the client needs multiple types of assistance, but each type of assistance will be on a one-time basis in an amount not exceed $8,000. Other assistance may include legal assistance and housing counseling. It is not a requirement for a client to have accept additional assistance, however, if needed and requested, City staff will work with other non-profit organizations that provide counseling and housing services to provide additional resources and support. Other one-time assistance will be capped at $3,000 per applicant.

Payments for one-time assistance for housing counseling and legal assistance would be paid to the City’s contracted non-profit agency that provides these services.

Payments will be made directly to the applicant’s landlord or property management firm. No direct payments will go to Monterey Rental Assistance Program applicants. Other housing services will be paid through agreements with non-profit organizations who provide those services.

NUMBER IN

HOUSEHOLD
1 PERSON 2 PERSON 3 PERSON 4 PERSON 5 PERSON 6 PERSON 7 PERSON 8 PERSON

ACUTELY
LOW
(0-15%)
$10,550 $12,050 $13,550 $15,050 $16,250 $17,450 $18,650 $19,850

EXTREMELY
LOW
(16-30%)
$25,300 $28,900 $32,500 $36,100 $39,00 $41,900 $45,420 $50,560

VERY LOW
(31-50%)
$42,150 $48,200 $54,200 $60,200 $65,050 $69,850 $74,650 $79,500 LOW
(51-80%)
$67,450 $77,100 $86,750 $96,350 $104,100 $111,800 $119,500 $127,200 MEDIAN (81-
100%)
$70,300 $80,300 $90,350 $100,400 $108,450 $116,450 $124,500 $132,550

MODERATE
(101-120%)
$84,350 $96,400 $108,450 $120,500 $130,150 $139,800 $149,400 $159,050 Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 19, Packet Page 231 Attachment 12: 2024 MRAP Guidelines with
Edits
Funding Availability
The City of Monterey has dedicated $200250,000 for rental assistance for Fiscal Year 2023-24.

Eligible applicants are funded primarily accepted on a first come, first serve basis. City staff will assist up to ten applicants/month. The City will accept no more than twenty applications per month, review eligibility of those applicants, and prioritize the applicants primarily based on firstcome, first served and then assessed and prioritized based on other risk and urgency as detailed below and at the Community Development Director’s discretion the following criteria:
• First-come, first-served basis
• To be determined at Community Development Director's discretion by urgency and risk:
• Risk of homelessness if assistance is not received
• Other urgent requests to be determined
• If all applicants are eligible, the City will roll the least urgent applicants to the next month and only take in the number of applicants that are needed to meet 20 applications for review each month
• The City will complete this process until all program funds are expended No Duplication of Benefits
Rental Assistance best practices recommend that the City of Monterey staff check to see that the Rental Assistance will not result in a duplication of benefits to the applicant, meaning that the housing cost has not or will not be paid by another source. To ensure that there is no duplication of benefits, applicants must inform the City of Monterey about other financial assistance they are receiving so that the City may verify that no duplication of benefits will occur if the applicant receives Rental Assistance from the City. Receiving other financial aid does not disqualify someone from applying, but receiving other financial aid may limit the amount of Rental Assistance an applicant is eligible to receive.

Required Documentation for Tenants and Landlords
Applicants must provide the following documentation to the City of Monterey Housing Programs Office:
• Cover Letter explaining your situation and why rental assistance is needed • Most recent Federal income tax returns
• Most recent bank statement for checking and savings accounts • Lease Agreement or letter from landlord confirming tenancy • Photo ID for each member of the household
• Self-Certification of Income
• For employment:
o Most recent paystub (if still employed)
o Hour reduction notification from employer (if hours reduced) o Unemployment Award Letter from a state or federal unemployment (if unemployed) or Termination Letter
• Rent Due notices
• Landlord verification that applicant was current on rent or making payments • Landlord’s W9 and contact information for payment
• Information relating to other financial assistance you are receiving (see Duplication of Benefits)
• Landlord would allow inspection of the unit
• Landlord may consider forgiving back rent not covered by the program Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 20, Packet Page 232 Attachment 12: 2024 MRAP Guidelines with
Edits
• Landlord may consider accepting a fraction (ex: 80%) of rent as payment-in-full • Landlord may consider waiving late fees
• Landlord may consider to not move forward with an eviction for a specified length of time
Application Process
Applicants must complete the City of Monterey’s online Rental Assistance Program application at Monterey.org/housing. The online application will automatically screen your eligibility based on your income and if you live or work in Monterey.

Once you have successfully completed the online application, the system will send you an automatic email thanking you for your submission. City Staff will contact you applicants within one (1) week of your their application submission to discuss your the application.

If you do not have access to the internet to complete the online application, please contact the City of Monterey Housing Programs Office to discuss an alternative application process.

Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 21, Packet Page 233 Attachment 12: 2024 MRAP Guidelines with
Edits
Record Retention
The City of Monterey Housing Programs Office will keep all records for each applicant in accordance with City requirements.

Contact
The City of Monterey Housing Programs Office is available to answer questions about the Monterey Rental Assistance Program by phone at 831-646-3995 or by email at [email protected].

Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 22, Packet Page 234 Rental Assistance Program
Survey

SURVEY RESPONSE REPORT
07 January 2024 - 05 March 2024
PROJECT NAME:

Rental Assistance Program Input
Attachment 3
Council Regular Meeting, 3/19/2024, Item No. 17., Item Page 23, Packet Page 235

SURVEY QUESTIONS
Rental Assistance Program Survey : Survey Report for 07 January 2024 to 05 March 2024

Page 1 of 11 ends
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