Agenda packet — Monterey City Council, September 17, 2024

Council Chamber,
580 Pacific St.

Monterey, California
City Council Agenda
Council Regular Meeting
Tuesday, September 17, 2024
4:00 PM – 5:30 PM
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.gov/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.
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 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 required to disclose on the record any contribution, including aggregated contributions, of more 9/17/2024 4:00:00 PM
2 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 from Councilmember Barber, 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 - 5:30 p.m.

CALL TO ORDER

PLEDGE OF ALLEGIANCE

PRESENTATIONS

1. Recognize City Employees for Milestone Anniversaries for the Third Quarter of 2024 (Not a project under CEQA 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

2. September 3, 2024 Regular Meeting (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)
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.

3. 1st Reading of Ordinance Amending Section 1-9.3 of the Monterey City Code to exempt City Administrative Citations from the $1,000 Maximum Penalty set forth in California Government Code Section 36901 (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)

4. 1st Reading by Title Only of an Ordinance to Add Monterey City Code sec. 2-1.07, "Conflict of Interest Code" (FPPC Form 700) to Incorporate by Reference Regulations Adopted by the Fair Political Practices Commission and Adopt a Resolution Approving Exhibit A to the Ordinance to Update the City’s Conflict of Interest Code (Not a project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061)
9/17/2024 4:00:00 PM
3 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.

5. Authorize Flock Group, Inc. Automated License Plate Recognition (ALPR) Equipment Purchase and Three-Year Service Agreement with the Option to Renew for an Additional Two Years for a Total of $651,900, and Authorize the Appropriation of Neighborhood and Community Improvement Program ***(NCIP)*** Funds to Fund the Project (Exempt from CEQA, Article 19, Section 15301, Class 1 and Article 19, Section 15303, Class 3)

6. Approve the Purchase of One (1) Backhoe in the Amount of $172,343.41 from Sonsray Machinery, LLC (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

7. Adopt the FY 24/25 Salary Schedule for Regular Full-Time, Regular Part-Time, and PartTime/Seasonal Employees (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061)

8. Amending Resolution 24-099, the Five Year Capital Improvement Program, to include the 30 Fisherman's Wharf Deck Repairs Project and Authorize an Appropriation of Unassigned fund balance in the Amount of $300,000 ***CIP*** (Exempt from CEQA per Article 19, Section 15301 Class 1)

9. Award a Contract in the Amount of $89,116.20 to Duke's Root Control, Inc. for Annual Sewer Root Foaming 2024 (Exempt from CEQA Article 19, Section 15301, Class 1) *** 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.

10. 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 HEARING
Public Hearings are held to receive a staff presentation and public comment on certain items prior to City Council action. NOTICE CONCERNING YOUR LEGAL RIGHTS: If you challenge the City Council’s zoning, planning, or land use decision in court, you may be limited to raising only those issues you or someone else raised at the public hearing on the matter, or in written correspondence delivered to the City at the time of or prior to the public hearing. (Government Code section 65009.)

11. Adopt the Fiscal Year (FY) 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) for the Community Development Block Grant (CDBG) Program and Authorize Submission to the U.S. Department of Housing and Urban Development (HUD) (Categorically Excluded from NEPA per 24 CFR Part 58 and Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5 Section 15061)
9/17/2024 4:00:00 PM
4 12. Approve Planning Commission Recommendation to Amend the Downtown Specific Plan to Eliminate Minimum Parking Requirements for Residential Land Uses (Exempt from CEQA Article 19, Section 15305, Class 5)

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

13. Receive a Presentation on the Downtown Specific Plan Implementation: Intersection of Calle Principal/Polk Street/Hartnell Street/Madison Street - Americans with Disabilities Act Upgrades and Pedestrian Safety Improvements ***CIP*** (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.

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.gov/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.gov 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 https://www.monterey.gov/agendas More information is available by calling (831) 646-3935 Council
Agenda Report
FROM: Hans Uslar, City Manager
SUBJECT: Recognize City Employees for Milestone Anniversaries for the Third Quarter of 2024 (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council recognize City employees for their milestone anniversaries for the third quarter of 2024.

VALUE DRIVERS:

Provide sufficient resources and support to develop, retain, and recruit a high-quality city workforce.

POLICY IMPLICATIONS:

Recognizing employees of the City at City Council meetings is consistent with City policy.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

No fiscal implications.

ENVIRONMENTAL DETERMINATION:

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:

The City Council could decide not to recognize City employees; however, this is not recommended.

Date: 9/17/2024
Item No.: 1.

Council Regular Meeting, 9/17/2024, Item No. 1., Item Page 1, Packet Page 5 №10/24
DISCUSSION:

The City of Monterey is fortunate to have many retirees and staff who are career employees and have served the community for decades. The Mayor and City Council will recognize City employees who have reached their work anniversary with 20, 25, 30, or more years of service.

Milestone Anniversaries in 2024 Third Quarter
 David Kuhn, Technology Services Specialist, Monterey Public Library, Library and Museums Department – 40 years of service
 Ethan Callihan, Streets and Utilities Supervisor, Streets Division, Public Works Department – 25 years of service
 Brent Hall, Police Officer, Police Department – 25 years of service  Daniel Bonanfant, Harbor Maintenance Craftsworker, Harbor Division, Public Works Department – 20 years of service
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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 1., Item Page 2, Packet Page 6

MINUTES

CITY COUNCIL REGULAR MEETING

CITY OF MONTEREY
Tuesday, September 3, 2024
4:00 PM
COUNCIL CHAMBER, 580 PACIFIC ST.

MONTEREY, CALIFORNIA
Councilmembers

Present: Garcia, Haffa, Smith

Absent: Barber, Williamson
City Staff

Present:

City Manager, Assistant City Manager, City Attorney, Finance Director, Community Development Director, Police Chief, Parks and Recreation Director, Library & Museums Director, Public Works Director, City Clerk, Housing Manager, Sustainability Coordinator, Engineering Assistant, Management Analyst (Recreation), Deputy Public Works Director/City Engineer, Recreation Manager, Associate Planner
***Afternoon Session Agenda ***

CALL TO ORDER
Councilmember Garcia called the meeting to order at 4:02 p.m. City Clerk Klein called the roll with the Council present as indicated above.

PLEDGE OF ALLEGIANCE
Councilmember Smith led the Pledge.

PRESENTATIONS

1. Recognize September 2024 as Hispanic Heritage Month (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061) Action: Recognized September 2024 as Hispanic Heritage Month Councilmember Garcia read the presentation and made remarks about the importance of recognizing Hispanic heritage.

Public comment was received from Nina Beety, who expressed that the proclamation focused too much on the City's Spanish colonial history, and Esther Malkin, who thanked the Council for the proclamation and stated how fitting it was that Councilmember Garcia had presented it.

2. Receive Presentation from Central Coast Community Energy (3CE) (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) Action: Received presentation
Sophia Schwirkze, of Central Coast Community Energy (3CE), gave the presentation and answered Councilmembers' questions.

Public comment was received from: Steve Lightfoot, who recommended solar energy to residents; James Burns, who said that decentralization of energy production will be good for the Date: 9/17/2024
Item No.: 2.

Council Regular Meeting, 9/17/2024, Item No. 2., Item Page 1, Packet Page 7 City Council Minutes September 3, 2024
2 nation and community; and Nina Beety, who expressed concern about renewable energy and its impact on wildlife and fire risk.

GENERAL PUBLIC COMMENTS
Public comment on non-agendized matters was received from: Steve Lightfoot, James Burns, Uwe Grobecker, Duane Peterson, India Weeks, Chelsea Lenowska, Barak Laub, and Esther Malkin.

CONSENT AGENDA
On a motion by Councilmember Haffa, seconded by Councilmember Smith, and carried by the following vote, the City Council approved the CONSENT AGENDA, except Item 5:

At the request of the Council, Item 5 was pulled from the Consent Agenda. Public comment on the Consent Agenda was not received.

AYES: 3 COUNCILMEMBERS: Garcia, Haffa, Smith
NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 2 COUNCILMEMBERS: Barber, Williamson
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)
Approval of Minutes

3. August 20, 2024 Regular Meeting (Not a project under CEQA per Article 20 Section 15378 and under General Rule Article 5 Section 15061)
Action: Approved (3-0-2, Councilmember Barber and Mayor Williamson absent) Award of Construction Contracts

4. Award Municipal Improvements Job Order Contract 2024 for City Projects in the Amount of $1,000,000 to The Don Chapin Co., Inc. and A. Teichert & Son, Inc. (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) ***CIP/NIP*** Action: Adopted Resolution Nos. 24-142 and 24-143 C.S. (3-0-2, Councilmember Barber and Mayor Williamson absent)
Resolutions

5. Award a Professional Services Agreement for Construction Management Services for the Del Monte and Casa Verde Recreational Trail Intersection Improvement Project in an Amount Not to Exceed $367,998.74 to SJ Construction Management (Exempt from CEQA, Article 19, Section 15301, Class 1) ***CIP/NCIP***
Action: Pulled from Consent, Adopted Resolution No. 24-144 C.S. (3-0-2, Councilmember Barber and Mayor Williamson absent)
Engineering Assistant II Garcia gave the staff presentation and answered Councilmembers' questions.

Public comment was received from Chelsea Lenowska, who spoke in support of the improvements and asked for improved signage, and Monique Kaldy, who thanked the City for the work to protect pedestrians and improve traffic conditions.

Council Regular Meeting, 9/17/2024, Item No. 2., Item Page 2, Packet Page 8 City Council Minutes September 3, 2024
3 The Council discussed the matter and praised City staff for continuing to pursue the safety improvements.

On a motion by Councilmember Smith, seconded by Councilmember Haffa, and carried by the following vote, the City Council adopted Resolution No. 24-143 C.S.:

AYES: 3 COUNCILMEMBERS: Garcia, Haffa, Smith
NOES: 0 COUNCILMEMBERS: (None)
ABSENT: 2 COUNCILMEMBERS: Barber, Williamson
ABSTAIN: 0 COUNCILMEMBERS: (None)
RECUSED: 0 COUNCILMEMBERS: (None)

6. Accept and Appropriate $50,000 in Grant Funds from the Thomas Doud, Sr. and Anita M. Doud Fund of the Community Foundation for Monterey County to the 2024-2025 Museum Trust Fund Budget for the Colton Hall and Old Jail Historic Interpretation (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Action: Adopted Resolution No. 24-145 C.S. (3-0-2, Councilmember Barber and Mayor Williamson absent)

7. Authorize On-Call Professional Services Agreement with Veronica Tam and Associates, Inc., for a Not to Exceed Amount of $200,000 Annually to Provide Housing Professional Services from FY 2024-2025 through FY 2029-2030 through the next Consolidated Five-Year Planning Period (Not a Project Under CEQA per Article 20, Section 15378, and Under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-146 C.S. (3-0-2, Councilmember Barber and Mayor Williamson absent)

8. Authorize the Mayor to Sign a Letter on Behalf of the City Opposing AB 1082, Proposed Legislation Which Would Eliminate the Ability of Municipalities to Impound or Immobilize Vehicles for Any Number of Past Due Parking Citations (Not a Project Under CEQA Article 20, Section 15378 and Under General Rule Article 5, Section 15061) Action: Authorized letter (3-0-2, Councilmember Barber and Mayor Williamson absent)

9. Amend Resolution 19-023 to Update the Special Event Support Program Guidelines (Not a project under CEQA, per Article 20, Section 15378 and under General Rule Article 5, Section 15061)
Action: Adopted Resolution No. 24-147 C.S. (3-0-2, Councilmember Barber and Mayor Williamson absent)
*** End of Consent Agenda ***

COUNCIL COMMENTS
Councilmember Haffa said that a craft fair model for the street vendors was an interesting idea and asked staff to reach out to the vendors to be sure they are included with other stakeholders in discussions moving forward.

Councilmember Smith said that the MST SURF! busway would come to the Coastal Commission for consideration on September 12, 2024. He said that the Coastal Commission staff had conferred with many stakeholders and changed their staff recommendation to recommend approval of the project.

Council Regular Meeting, 9/17/2024, Item No. 2., Item Page 3, Packet Page 9 City Council Minutes September 3, 2024
4 Councilmember Garcia reported that he had enjoyed Monterey High School's homecoming events and encouraged its sports teams to have a successful season. In recognition of Labor Day he thanked local workers for making the economy thrive.

CITY MANAGER REPORTS
City Manager Uslar announced an upcoming Fun in the Park event at Montecito Park on September 14. He said that the Monterey Bay Aquarium would be offering free entry to Monterey County residents in October.

ADJOURNMENT
The Council adjourned at 5:26 p.m.

Respectfully Submitted, Approved,
Clementine Bonner Klein Tyller Williamson
City Clerk Mayor
Council Regular Meeting, 9/17/2024, Item No. 2., Item Page 4, Packet Page 10 Council
Agenda Report
№08/22
FROM: Christine Davi, City Attorney
By: Lane Hayes, Extra Help Retired Annuitant
SUBJECT: 1
st Reading of Ordinance Amending Section 1-9.3 of the Monterey City Code to exempt City Administrative Citations from the $1,000 Maximum Penalty set forth in California Government Code Section 36901 (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061) RECOMMENDATION:

That the City Council introduce by title only, waive full reading, and pass a first reading of an ordinance amending Section 1-9.3 of the Monterey City Code to exempt City administrative citations from the $1,000 maximum penalty amount set forth in California Government Code Section 36901.

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:

Adoption is consistent with City policy to maintain an up-to-date, legally compliant, and accurate City Code.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

The City could receive slightly more revenue from higher fine amounts established for a few City Code violations or from repeat offenders, however, any such increase would be minimal. The ability for the City to increase certain fine amounts, particularly for persons repeatedly violating the same code section, is intended as a deterrent to both persistent offenders and those who derive significant income from ventures operated in violation of the code, and not as a means of generating additional revenue.

ENVIRONMENTAL DETERMINATION:

Council Regular Meeting, 9/17/2024, Item No. 3., Item Page 1, Packet Page 11 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 could choose to maintain the current practice of capping the maximum administrative fine, even for repeat offenses, at $1,000.

DISCUSSION:

The beauty, peacefulness and safety of our neighborhoods make Monterey one of the most desirable places in the country to live. Enforcement of the City Code is an important tool in maintaining the quality of City neighborhoods and can address a variety of issues, such as abandoned vehicles parked in yards or driveways, unsanitary buildup of trash and debris on private property, and illegal short-term rentals operating in residential areas.

While the first step in obtaining compliance with City codes in Monterey is typically public education and a warning to cease the illegal activity, when voluntary cooperation does not occur it sometimes becomes necessary to issue an administrative citation. The administrative citation process is designed to discourage violations of the law through the imposition of penalties.

The current administrative citation structure calls for progressively increasing fines for repeat violations and is intended to discourage both persistent offenders and those who profit from noncompliance. The escalating fines are structured as follows: a second violation of the same code section by the same person within 36 months will result in a fine 50% higher than the original fine amount, while the third and subsequent violations will result in a 100% increase (double) in original fine.

California Government Code section 36901 imposes a $1,000 cap on fines levied by a city legislative body, which limit has been observed by the City since the establishment of the first Administrative Fine Schedule adopted in 1999 by Resolution 99-115 and its subsequent amendments. This limit, however, has the negative effect of rendering the City unable to follow the established scheme for increasing fines for multiple violations of the law for any fines that exceed $500 (a third violation of a $600 fine, for example, would be limited to $1,000 rather than the double fine amount of $1,200). In addition, this limit has also caused the City to be unable to impose a penalty of more than $1,000 for certain more egregious code violations.

One of the fine amounts that staff may seek to increase is the penalty for operating a short-term rental, which can be extremely profitable during popular events on the Monterey Peninsula such as the AT&T Pebble Beach Pro-Am and Car Week. For example, some short-term rental violations pursued by the City’s Code Compliance Officer have included units offered at: (1) $5,925 for a 10-night rental; (2) $2,897 for a three-night rental; (3) $2,332 for a three-night rental; (4) $3,000 for a five-night rental; and (5) $4,400 for a four-night rental. Because operating an illegal short-term rental can be quite lucrative, the current fine of $1,000 for the first and limited to $1,000 for all subsequent violations may not be a sufficient disincentive for some Council Regular Meeting, 9/17/2024, Item No. 3., Item Page 2, Packet Page 12 owners to stop the practice. However, increasing the current fine of $1,000 to $1,500 for the first citation, $2,250 for the second citation, and $3,000 for the third and all subsequent citations, would serve to decrease the profitability of operating a short-term rental in a residential neighborhood where such rentals are not allowed and act as a greater deterrent to those considering operating a short-term rental despite its illegal nature.

Notwithstanding the $1,000 cap on administrative penalties under Govt. Code §36901, case law has established a charter city’s right to enact an ordinance that provides for different penalties as long they don’t exceed any maximum limits set forth by its charter and are not constitutionally excessive. “A city has the right to prescribe any penalty for the violation of its ordinances within the limits designated by its charter…” In re Cheney (1891) 90 Cal. 617, 27 P. 436. See also County of Los Angeles v. City of Los Angeles (1963) 219 CA2d 838, 844.

The Monterey City Charter does not establish or limit any maximum penalty amounts and specifically states in section 1.4 that the City “shall have all powers to make and enforce all laws and regulations with respect to its municipal affairs, subject only to such limitations and restrictions as may be provided in this Charter and in the Constitution of the State of California.” The limitation on “constitutionally excessive” fines imposed by case law (see In re Cheney, supra) addresses fines in violation of the Eighth Amendment which are “grossly disproportional to the gravity of the defendant’s offense.” U.S. v. Bajakajian (1998) 524 US 521, 336; Pimentel v. City of Los Angeles (9th Cir. 2020) 974 F3d917, 921. To determine whether a fine is grossly disproportional to the underlying offense, the following four factors are considered: 1) the nature and extent of the offense; 2) whether the offense related to other illegal activities; 3) whether other penalties may be imposed for the offense; and 4) the extent of harm caused by the offense (Pimentel, supra, at 921). Staff will carefully consider these factors before recommending that Council establish any fine in excess of $1,000.

Article 2, Division 1, of Chapter 1 of the Monterey City Code provides for administrative citations (which are in addition to criminal or civil penalties) to address violations of the code. Section 1-

9.3 Amount of Fines, requires that: A) the fine amounts be established by resolution of the City Council; B) the schedule of fines specify any increased fines for repeat code violations; and C) the schedule of fines specify the amount of any late payment charges imposed for the payment of a fine after its due date. Staff recommends the addition of a new subsection D to read as follows:

D. In accordance with Section 1.4 of the City Charter, the provisions of California Government Code section 36901 which limit the maximum fine allowed for violation of local regulations to one thousand dollars ($1,000.00), shall not apply to administrative fines imposed for violations of the City Code.

Staff recommends that the attached ordinance be passed to print.

Attachments: 1. Draft Ordinance
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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 3., Item Page 3, Packet Page 13 ORDINANCE NO. ____ C.S.

AN ORDINANCE OF THE COUNCIL OF THE CITY OF MONTEREY
№09/24
AMENDING SECTION 1-9.3 OF THE MONTEREY CITY CODE TO EXEMPT CITY ADMINISTRATIVE CITATIONS FROM THE $1,000 MAXIMUM FINE AMOUNT SET FORTH IN CALIFORNIA GOVERNMENT CODE SECTION 36901
THE COUNCIL OF THE CITY OF MONTEREY DOES ORDAIN, as follows:

SECTION 1:

WHEREAS, Article 2, Division 1 of Chapter 1 of the Monterey City Code provides for the issuance of administrative citations for violations of the City Code, which are in addition to civil and criminal remedies; and
WHEREAS, California Government Code section 36901 states that a city legislative body may impose fines, penalties and forfeitures for violations of ordinances, and may fix the penalty by fine not exceeding one thousand dollars ($1,000.00); and WHEREAS, case law has established that a charter city may enact an ordinance that provides for different penalties than those established by state law, as long as such penalties do not exceed any maximum limits set forth by its charter and are not excessive; WHEREAS, the Monterey City Charter does not establish or limit any maximum penalty amounts and specifically states in Section 1.4 that the City “shall have all powers to make and enforce all laws and regulations with respect to its municipal affairs, subject only to such limitations and restrictions as may be provided in this Charter and in the Constitution of the State of California”;
WHEREAS, the City’s administrative fine schedule established by Council resolution currently sets a limit of one-thousand dollars ($1,000.00) for any single administrative citation; and
WHEREAS, the City would like the ability to charge certain violations of the Monterey City Code, particularly repeat violations by the same offender, with administrative fine amounts exceeding $1,000.00, as long as those amounts are deemed reasonable under the law.

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: A new subsection D is hereby added to Section 1-9.3 of Chapter 1 of the Monterey City Code, which section shall read in its entirety as follows:
“Sec. 1-9.3. Amount of fines.

A. The amounts of the fines for code violations imposed pursuant to this Article shall be Council Regular Meeting, 9/17/2024, Item No. 3., Item Page 4, Packet Page 14 set forth in the schedule of fines established by resolution of the City Council.

B. The schedule of fines shall specify any increased fines for repeat violations of the same code provision within thirty-six months from the date of an administrative citation.

C. The schedule of fines shall specify the amount of any late payment charges imposed for the payment of a fine after its due date.

SECTION 5: 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, 9/17/2024, Item No. 3., Item Page 5, Packet Page 15 Council
Agenda Report
FROM: Clementine Bonner Klein, City Clerk
SUBJECT: 1st Reading by Title Only of an Ordinance to Add Monterey City Code sec. 2-

1.07, "Conflict of Interest Code" (FPPC Form 700) to Incorporate by Reference Regulations Adopted by the Fair Political Practices Commission and Adopt a Resolution Approving Exhibit A to the Ordinance to Update the City’s Conflict of Interest Code (Not a project under CEQA per Article 20, Section 15378 and under General Rule Article 5, Section 15061)
RECOMMENDATION:

Staff recommends that the City Council conduct the required biennial review of the City of Monterey’s Conflict of Interest Code, determine that the recommended amendments are appropriate, and pass to print the attached ordinance and Exhibit A to the ordinance set forth in the accompanying resolution.

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.

Foster a local government that is transparent and collaborative; and solicits, welcomes, and appreciates input from all.

POLICY IMPLICATIONS:

Review and passage to print of the attached ordinance will comply with the California Political Reform Act and Fair Political Practices Commission (FPPC) regulations requiring the City’s Conflict of Interest Code to be updated every two years.

As required by the FPPC, the current code incorporates, by reference, Title 2 California Code of Regulations, §18730, which contains the terms of a standard conflict of interest code. The Political Reform Act of 1974 directed that a Conflict of Interest Code also identify all positions that take or authorize any official action on behalf of their agencies. This includes an official's participation by way of advising or making recommendations to a decision-maker, whether or not the decisionmaker follows the official's advice. City of Monterey Charter sec. 4.10 provides that codes may be adopted by reference by ordinance.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

The only fiscal implication as a result of this action is that the ordinance (but not the code) must be published in the newspaper pursuant to the requirements of Charter sec. 4.10.

Date: 9/17/2024
Item No.: 4.

Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 1, Packet Page 16 №10/24
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:

City Council could determine that no amendments, or different amendments, are required at this time. This is not recommended as the recommended changes will align the list of positions required to file the Statement of Economic Interest (Form 700) with the titles in the City’s Position Control List.

DISCUSSION:

A conflict of interest code is the legal instrument requiring those individuals holding designated positions in the City to disclose their financial interests to help avoid conflicts of interest. Public officials and City employees who make or participate in governmental decisions must disclose their financial interests on a Statement of Economic Interests Form (Form 700). The extent of required public disclosures depends on the level of decision-making involved in the position. A disclosure category is a description of the types of financial interests officials/employees in one or more job classifications must disclose on their Form 700s. The categories must be tailored to the financial interests affected and must not require public officials/employees to disclose private financial information that does not relate to their public employment.

The California Political Reform Act requires that every local government agency review its conflict of interest code biennially to determine its accuracy. The Act designates the City Council as the reviewing body, and the Council routinely reviews the conflict of interest code every two years.

The City’s Conflict of Interest Code was last amended by adopting Resolution No. 22-127 C.S. on September 20, 2022. The FPPC has set a deadline of October 1, 2024 for local agencies to review their Conflict of Interest Codes and determine whether amendments are necessary.

Upon review, the City Clerk has determined amendments are necessary to align the list of positions required to file the FPPC Statement of Economic Interest (“SEI/Form 700”) with the titles reflected in the current Council-approved Position Control List. The FPPC’s 2024 Local Agency Biennial Notice reflects the need for these changes and documents that the agency has reviewed the Conflict of Interest Code and determined that an amendment is required. (Attachment 2.)
The Conflict of Interest Code defines the disclosure categories and requirements and designates the positions required to file the SEI/Form 700. Department heads have reviewed Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 2, Packet Page 17 №10/24
and approved the changes to the list of designated positions. In addition, this update to the Conflict of Interest Code includes:
 a purpose statement,
 additional clarification about disclosure requirements and why disclosure serves City officials and the public,
 notation of positions required by State law and City Code to complete local ethics education,
 a brief outline of disclosure requirements for parties to City proceedings pursuant to the Levine Act (Govt. Code section 84308), and
 information on various actions that would lead to personal financial gain from public service and are therefore prohibited.

These additions are added to provide transparently to the public and all City officials the context and crucial information on conflict-of-interest provisions.

FPPC fact sheets on provisions of the Levine Act are attached to this agenda report for reference: a fact sheet for officers (Attachment 3) and a fact sheet for parties, participants, and agents (Attachment 4).

Staff recommends that the Council conduct the routine biennial review of the conflict of interest code, and pass the ordinance to print for a second reading.

CBK
Attachments: 1. 1st Reading Ordinance with Exhibit A (Conflict of Interest Code)

2. FPPC Local Agency Biennial Notice

3. FPPC Fact Sheet: Officers and Section 84308

4. FPPC Fact Sheet: Parties, Participants, Agents, and Section 84308 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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 3, Packet Page 18 ORDINANCE NO. __-___ C.S.

AN ORDINANCE OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24

ADOPTING THE MONTEREY CONFLICT OF INTEREST CODE
THE COUNCIL OF THE CITY OF MONTEREY DOES ORDAIN, as follows:

SECTION 1:

WHEREAS, the Political Reform Act, Government Code sections 81000, et. seq., requires local government agencies to adopt and promulgate conflict of interest codes; WHEREAS, the Fair Political Practices Commission (FPPC) has adopted a regulation, 2 California Code of Regulations section 18730, that contains the terms of a standard Conflict of Interest Code, which can be incorporated by reference in an agency’s code. After public notice and hearings, the standard code may be amended by the Fair Political Practices Commission to conform to amendments in the Political Reform Act;
WHEREAS, incorporation by reference of the terms of the aforementioned regulation and amendments to it, saves the City time and money by minimizing the actions required to keep the Conflict of Interest Code in conformity with the Political Reform Act; WHEREAS, Monterey City Charter section 4.10 authorizes codes to be incorporated by reference by ordinance; 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, 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 Section 2-1.07 is hereby adopted to read as follows:
2-1.07. Conflict of Interest Code.
a. The Political Reform Act, Government Code Sections 81000, et. seq. requires state and local government agencies to adopt and promulgate Conflict of Interest Codes.

Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 4, Packet Page 19 The Fair Political Practices Commission (FPPC) has adopted a regulation, 2 Cal Code of Regs. Section 18730, which contains the terms of a standard Conflict of Interest Code which can be incorporated by reference, and which may be amended by the FPPC to conform to amendments in the Political Reform Act after public notice and hearings. The terms of such standard Conflict of Interest Code set forth in 2 Cal. Code of Regs. Section 18730 and any amendments to it adopted by the FPPC are hereby incorporated by reference, and together with Exhibit A, which shall be that current Council resolution designating positions and disclosure categories of reportable financial interests, shall constitute the Conflict of Interest Code for all departments and agencies of the City of Monterey.
b. Pursuant to Section 4 of said standard Conflict of Interest Code, the City Council is the code reviewing body for the City of Monterey, and individuals holding positions designated in Exhibit A shall file Statements of Economic Interest according to the Code.

SECTION 4: All previously adopted resolutions and ordinances and parts of resolutions and ordinances in conflict herewith and/or approving various separate Conflict of Interest Codes are hereby rescinded and superseded.

SECTION 5: 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, 9/17/2024, Item No. 4., Item Page 5, Packet Page 20 1 RESOLUTION NO. ___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
ADOPTING EXHIBIT A TO CITY CODE SECTION 2-1.07, THE CITY OF MONTEREY CONFLICT

OF INTEREST CODE
WHEREAS, the City Council adopted Ordinance No. ___ on October 1, 2024, adding Monterey City Code Section 2-1.07 to the City Code, adopting the Conflict of Interest Code and incorporating by reference the standard Conflict of Interest Code set forth in 2 Cal. Code of Regs.

Section 18730; 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 Exhibit A to City Code Section 2-1.07, the City of Monterey Conflict of Interest Code, is as follows:

CITY OF MONTEREY

CONFLICT OF INTEREST CODE

INTRODUCTION
The terms of 2 California Code of Regulations § 18730 and any amendments to it duly adopted by the Fair Political Practices Commission (FPPC) are hereby incorporated by reference. This regulation along with the following pages constitute the Conflict of Interest Code for all departments and agencies of the City.

PURPOSE
The purpose of the City of Monterey Conflict of Interest Code is to ensure that its officials and employees act in the public's best interest and avoid any actions that could compromise their objectivity or integrity. This code helps to identify, disclose, and manage potential conflicts between personal interests and official duties, thereby promoting transparency, accountability, and trust in the City's decision-making processes.

Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 6, Packet Page 21 2 DISCLOSURE REQUIREMENTS AND CATEGORIES
All elected and appointed officials and public employees in the State of California who are involved in making or influencing governmental decisions are required to file an FPPC Statement of Economic Interest, also known as the Form 700, which provides transparency and accountability by:

1. Offering the public information about the officials’ personal financial interests, ensuring that decisions are made for the public good rather than for personal financial gain, and

2. Reminding public officials when personal interests might conflict with their public responsibilities and encouraging them to refrain from making or participating in decisions where such conflicts exist.

A designated filer is any officer, employee, committee member or consultant of the City of Monterey whose position is designated in the Code because their work on behalf of the City entails the making or participation in the making of decisions which may foreseeably have a material effect on any financial interest (California Gov. Code § 82019). The term “designated filer” does not include public officials specified in Gov. Code § 87200, e.g. the City Councilmembers, Planning Commissioners, City Manager, City Attorney, Finance Director, and candidates for elective office, nor does it include any position which is solely clerical, ministerial or manual.

Designated filers shall disclose their financial interests pursuant to the appropriate disclosure category as indicated. Disclosure categories pertain to investments, real property, business positions and sources of income, including loans, gifts and travel payments from sources located in or doing business within the jurisdiction of the City of Monterey. Real property located within two miles of the boundaries of the jurisdiction or any real property that the agency has an interest in is deemed to be “within the jurisdiction.” (Gov. Code § 82035) Category 87200: An official designated in Gov. Code § 87200 is required to file full disclosure of all categories pursuant to the Political Reform Act. Refer to Gov. Code §§ 87200-87210.

Category 1: Makes or participates in decisions including those involving real property. An appointed board, committee, or commission member, or a designated City employee or consultant in this category must report all investments, business positions, interests in real property, and sources of income, including gifts, loans, and travel payments from third parties (not the City) within the City of Monterey's jurisdiction.

Category 2: Makes or participates in decisions that do not involve real property. An appointed board, committee, or commission member, or a designated City employee in this category must report investments, business positions in business entities, and sources of income, including receipt of gifts, loans, and travel payments from third parties (not the City) within the City of Monterey's jurisdiction.

Category 3: Makes or participates in decisions involving information technology and telecommunications. A designated City employee in this category must report investments, business positions in business entities, and income, including receipt of gifts, loans, and travel payments, from sources that provide information technology and telecommunications goods, products or services, including but not limited to, computer hardware or software companies, computer consultant services, training, data processing firms, and media services.

Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 7, Packet Page 22 3 DESIGNATED POSITIONS

POSITION DISCLOSURE CATEGORY
Mayor and Councilmembers ............................................................87200 Planning Commissioners..................................................................87200 City Manager ....................................................................................87200 City Attorney ....................................................................................87200 Finance Director ...............................................................................87200 Candidates for Mayor and Council ...................................................87200 City Attorney's Department
Assistant City Attorney......................................................................1 Deputy City Attorney.........................................................................1 City Manager's Department
Assistant City Manager ....................................................................1 City Clerk..........................................................................................2 Conference Center General Manager ..............................................2 Management Analyst........................................................................2 Chief Information Officer...................................................................3 Systems & Network Administrator....................................................3 Community Development Department
Associate Planner.............................................................................1 Chief of Inspection Services I Building Official .................................1 Code Compliance Coordinator .........................................................1 Community Development Director ...................................................1 HCD Coordinator – Projects / Programs ..........................................1 Housing Manager .............................................................................1 Inspector...........................................................................................2 Planning Manager ............................................................................1 Plans Examiner ................................................................................1 Principal Planner ..............................................................................1 Property Manager.............................................................................1 Senior Associate Planner .................................................................1 Senior Building Inspector..................................................................2 Sustainability Manager .....................................................................1 Finance Department
Assistant Finance Director ...............................................................1 Business License Inspector..............................................................2 Finance Analyst................................................................................2 Finance Manager..............................................................................2 Purchasing Analyst...........................................................................2 Risk Manager ...................................................................................2 Fire Department
Assistant Fire Chief ..........................................................................1 Deputy Fire Marshal ........................................................................1 Division Chief....................................................................................1 Fire Chief..........................................................................................1 Fire Inspector II.................................................................................1 Senior Administrative Analyst...........................................................2 Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 8, Packet Page 23 4 POSITION DISCLOSURE CATEGORY
Human Resources
Assistant Human Resources Director...............................................2 Human Resources Director 2
Library And Museums Department
Library Director.................................................................................1 Library Manager ...............................................................................2 Parks and Recreation Department
Fitness Supervisor............................................................................2 Management Analyst I......................................................................2 Park Operations Manager ................................................................1 Parks and Recreation Director .........................................................1 Recreation Manager.........................................................................1 Recreation Supervisor......................................................................2 Sports Center Manager ....................................................................2 Assistant Urban Forester..................................................................1 Urban Forester .................................................................................1 Police Department
Assistant Police Chief ......................................................................2 Police Chief ......................................................................................2 Police Lieutenant .............................................................................2 Senior Administrative Analyst...........................................................2 Public Works Department
Administrative Analyst ......................................................................2 Administrative Services Manager.....................................................2 Assistant Parking Superintendent ....................................................2 Associate Civil Engineer...................................................................1 City Traffic Engineer.........................................................................1 Deputy Public Works Director/Administration...................................2 Deputy Public Works Director/City Engineer....................................1 Engineering Programs Analyst.........................................................2 Engineering Project Manager...........................................................1 Environmental Regulations Analyst..................................................2 Environmental Regulations Manager ...............................................2 Fleet Manager ..................................................................................2 General Services Field Operations Manager ...................................1 General Services Superintendent ....................................................1 Harbor Coordinator...........................................................................2 Harbormaster....................................................................................1 Parking Superintendent....................................................................1 Public Works Administrative Services Manager...............................2 Public Works Director.......................................................................1 Public Works Inspector.....................................................................1 Senior Administrative Analyst...........................................................2 Senior Engineer................................................................................1 Senior Project Manager....................................................................1 Senior Public Works Inspector .........................................................1 Streets & Utilities Operations Manager ............................................1 Streets & Utilities Supervisor ...........................................................2 Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 9, Packet Page 24 5 POSITION DISCLOSURE CATEGORY
Appointed Members of City Boards, Commissions, & Committees Appeals Hearing Board Members ....................................................1 Architectural Review Committee Members ......................................1 Ballot Measure Advisory Committee Members (when applicable) ...2 Building and Housing Appeals Board Members...............................1 Disabled Access Appeals Board Members ......................................1 Historic Preservation Commissioners...............................................1 Library Board Members....................................................................1 Measure P and S Oversight Committee Members...........................2 Museums and Cultural Arts Commissioners ....................................2 Neighborhood and Community Improvement Program
Committee Members......................................................................1 Parks and Recreation Commissioners .............................................1 Interim and Out-Of-Class Personnel
Interim personnel in positions listed above ......................................position’s disclosure category Personnel working out-of-class in positions listed above for sixty (60) or more days............................................................position’s disclosure category Consultants
Consultants.......................................................................................1 Consultants are defined for reporting purposes as persons who prepare a product or perform services of a general nature and/or on an on-going basis and participate in the making of decisions that may foreseeably have a material effect on any financial interest. Generally, consultants who prepare a product or perform services for a single specific matter are not the type of consultants required to be covered by a code, whereas consultants who provide more general assistance and advice to a government agency on an on-going basis should be covered.

Consultants shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in the code subject to the following limitation:

The City Manager may determine in writing that a particular consultant, although filling a designated position, is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in this section. Such written determination shall include a description of the consultant's duties, and, based upon that description, a statement of the extent of disclosure requirements. The City Manager's determination is a public record and shall be retained for public inspection in the same manner and location as this conflict of interest code.

LEVINE ACT DISCLOSURE REQUIREMENT FOR PARTIES TO A CITY PROCEEDING Pursuant to the Levine Act, a party to a City of Monterey proceeding must report a campaign contribution to the City when the party:

1. Submits a response to a request for proposals or other competitive solicitation, enters into contract negotiations with the City, or executes a contract with the City, whichever comes first, and they or their agent have contributed $250 or more to any member of the City Council, or to any appointed official that may participate in the proceeding, within the 12 months prior to the proceeding, or

2. Submits a license, permit, or use entitlement application to the City, and they or their agent have contributed $250 or more to any member of the City Council, or to any appointed Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 10, Packet Page 25 6 official that may participate in the proceeding, within the 12 months prior to the proceeding.

A supplemental report must be submitted if the party makes any new reportable contributions while the contract, license, permit, or other use entitlement is being considered.

LOCAL ETHICS TRAINING
Pursuant to the requirements of California State law and Monterey City Code sections 2-1.03 and 2-3.10, the Mayor and City Councilmembers and appointed members of City boards, commissions, and committees are required to receive education on the ethical standards required of any individual who works in local government. This education must be completed within one year of assuming office and every two years thereafter.

PERSONAL FINANCIAL GAIN
The City expects its employees and officials to act ethically and legally, maintaining the trust of the public at all times. Following are specific admonishments that are crucial for all City officials to know and follow, but do not represent an exhaustive list of all related legal provisions.

Bribery. No employee, elected official, or appointee is allowed to accept a bribe. Engaging in such conduct may result in felony charges, which carry penalties of imprisonment and fines. (Penal Code § 68)
Conflicts of Interest Under the Political Reform Act. Government employees, officials, and appointees shall not:

1. Use or attempt to use their official position to influence a governmental decision if they know, or have reason to believe, that they have any financial interest in the outcome, or

2. Make a decision involving a financial interest if it is reasonably foreseeable that the decision will have a significant financial impact on themselves or a member of their immediate family. (Gov. Code §§ 87100, 87103)
Contractual Conflicts of Interest. No government employee, official, or appointee may have a financial interest in any contract they create in their official capacity. Additionally, they shall not act as a buyer or seller in any transaction conducted in their official capacity. (Gov. Code § 1090)
Campaign Contributions. No person or committee shall make a contribution to any candidate, including that candidate’s controlled committee, and no candidate or their controlled committee shall solicit or accept any contribution that would cause the contributor’s total donations to exceed $570.00 for a single election cycle. This amount will be increased in July 2025 based on the Consumer Price Index. (Monterey City Code § 2-1.05) Gifts. No City official shall accept gifts from a single source in one calendar year totaling more than the state limit as established by the Fair Political Practices Commission ($590 for 2024). (Gov. Code §89503)
No City official may accept any gift, money, or anything of value, directly or indirectly, from any person or entity if it is given as a reward or incentive for doing business, placing orders, or using the official’s position to benefit the giver. Promotional items of small value are not considered gifts if they are nonpersonal and are routinely distributed to customers by the giver. (City Code Sec. 28-21)
Honoraria. No City official shall accept any honorarium. (Gov. Code § 89502) Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 11, Packet Page 26 7 Leaving Office. City of Monterey Mayors, Councilmembers, and City Managers are prohibited for one year after leaving office from being compensated to make any formal or informal appearances before, or written or spoken communications to, the City and its various bodies and officers in order to influence any administrative or legislative actions, or to affect decisions related to permits, licenses, grants, contracts, or the sale or purchase of goods or property. (Gov. Code § 87406.3)

FILING OFFICER
For all filers designated to file the FPPC Form 700 under disclosure category 87200, any original filings received by the City must be conveyed promptly to the FPPC, which is the Filing Officer.

For designated filers in all other disclosure categories, the City Clerk is the Filing Officer. The City Clerk shall retain statements according to the requirements of the City’s Records Retention/ Disposition Schedule and make them available for public inspection and reproduction pursuant to Gov. Code § 81008.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this ___ day of ____, 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, 9/17/2024, Item No. 4., Item Page 12, Packet Page 27 www.fppc.ca.gov
FPPC Advice: [email protected] (866.275.3772)

Page 1 of 1 ends

2024 Local Agency Biennial Notice
Name of Agency:

Mailing Address:

Contact Person: Phone No.

Email: Alternate Email:

Accurate disclosure is essential to monitor whether officials have conflicts of interest and to help ensure public trust in government. The biennial review examines current programs to ensure that the agency’s code includes disclosure by those agency officials who make or participate in making governmental decisions.

This agency has reviewed its conflict of interest code and has determined that (check one BOX):
 An amendment is required. The following amendments are necessary:
(Check all that apply.)
 Include new positions
 Revise disclosure categories
 Revise the titles of existing positions
 Delete titles of positions that have been abolished and/or positions that no longer make or participate in making governmental decisions
 Other (describe)
 The code is currently under review by the code reviewing body.  No amendment is required. (If your code is over five years old, amendments may be necessary.)
Verification (to be completed if no amendment is required) This agency’s code accurately designates all positions that make or participate in the making of governmental decisions. The disclosure assigned to those positions accurately requires that all investments, business positions, interests in real property, and sources of income that may foreseeably be affected materially by the decisions made by those holding designated positions are reported. The code includes all other provisions required by Government Code Section 87302.
__________________________________________ _________________________ Signature of Chief Executive Officer Date
All agencies must complete and return this notice regardless of how recently your code was approved or amended. Please return this notice no later than October 1, 2024, or by the date specified by your agency, if earlier, to:
(PLACE RETURN ADDRESS OF CODE REVIEWING BODY HERE)
PLEASE DO NOT RETURN THIS FORM TO THE FPPC.

ATTACHMENT 2
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 13, Packet Page 28 Fair Political Practices Commission 1 Officers and Section 84308 October 2023

CONTENTS
Introduction ................................................................................................................... 3 A. Am I an “Officer”? .................................................................................................. 4

1. Qualifications ....................................................................................................................................................4

2. Exceptions ........................................................................................................................................................4 B. What Are My Responsibilities and Limitations? .................................................. 5

1. Prohibition: Accepting, Soliciting, or Directing Contributions Exceeding $250 During 12-Month Period While the Proceeding is Pending and 12 Months After........................................................................................................5

2. Prohibition: Taking Part in Entitlement for Use Proceeding...............................................................................6

3. Disclosure Requirements: Contributions Received in Prior 12 months .............................................................6 C. Am I Taking Part in a “Pending License, Permit, or Other Entitlement for Use” Proceeding? .................................................................................................................. 7

1. License, Permit, or Other Entitlements for Use Proceedings ............................................................................7

2. When is the Proceeding “Pending”? .................................................................................................................8 D. For the Proceeding, Who Are the “Parties, Participants, or Their Agents”?..... 9

1. Parties...............................................................................................................................................................9

2. Participants .......................................................................................................................................................9

3. Agents.............................................................................................................................................................10 E. Do I “Know or Have Reason to Know” a Participant Has a “Financial Interest in the Proceeding”? .................................................................................................... 12

1. What is a Financial Interest in a Proceeding?.................................................................................................12

2. When Do I Know About it?..............................................................................................................................12

3. Standards and Facts Relevant to Particular Types of Participant’s Financial Interests...................................13 a. Explicitly Involved Interest in the Proceeding ..................................................................................................13 b. Business Entity Interest in the Proceeding. .....................................................................................................14 c. Real Property Interests in the Proceeding. .....................................................................................................15 d. Source of Income Interests.............................................................................................................................16 e. Source of Gift Interests...................................................................................................................................17 f. Personal Finances...........................................................................................................................................17 F. Have I “Willfully or Knowingly” Received a $250 or Greater Contribution From a Party, Participant, or Agent Within the Past 12 Months? ..................................... 18

1. Knowledge of a Contribution...........................................................................................................................18 Officers and Section 84308
October 2023
ATTACHMENT 3
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 14, Packet Page 29 Fair Political Practices Commission 2 Officers and Section 84308 October 2023

2. How is the $250 Calculated? ..........................................................................................................................19 G. Can I Return a Contribution?............................................................................... 22 H. Frequently Asked Questions ............................................................................... 23 ATTACHMENT 3
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 15, Packet Page 30 Fair Political Practices Commission 3 Officers and Section 84308 October 2023

INTRODUCTION
Section 84308 is a California law aimed at preventing “pay-to-play” practices, in part, by prohibiting parties, participants, and their respective agents in a proceeding involving a license, permit, or other entitlement for use (collectively referenced as an “entitlement for use proceeding” or “proceeding”) from contributing more than $250 to an officer of the agency the proceeding is before during a 12-month period. An officer is similarly prohibited from accepting, soliciting or directing such a contribution. The prohibition on contributions applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

Under Section 84308, the officer of an agency is required to disclose any contribution exceeding an aggregate $250 that a party or any participant has made to them within the 12 months preceding the proceeding. Further, the officer of an agency may not make, participate in making, or in any way attempt to use their official position to influence the decision in the proceeding pending before the agency if the officer has received a contribution of more than $250 within the preceding 12 months from a party, or a party’s agent. An officer of an agency is similarly prohibited from taking part in a proceeding if the officer received a contribution of more than $250 within the preceding 12 months from a participant, or participant’s agency, if the officer knows or has reason to know that the participant has a financial interest in the decision.

When it was first enacted in 1982, Section 84308 applied to appointed members of boards and commissions who were running for elective office. (Stats. 1982, ch. 1049 § 1 (“Levine Act”).) However, effective January 1, 2023, the Legislature expanded the scope of its prohibitions to apply to agencies whose members are directly elected by voters and extend the prohibitions from 3 months to 12 months after the final decision in a proceeding. (Stats. 2022, ch. 848 § 1 (“SB 1439”) .)
The following is a step-by-step guide to help you determine:
· Whether you are an “officer” subject to Section 84308’s prohibitions; · What your responsibilities are;
· What type of proceedings are covered;
· Who meets the definition of a party, participant or their agent; · When there is a financial interest involved; and
· What to do in the event you have accepted a contribution subject to the prohibitions in Section 84308.

Frequently Asked Questions are also addressed.

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A. AM I AN “OFFICER”?

1. Qualifications
Section 84308 defines “officer” as “any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elected office in an agency.”
To determine whether you qualify as an “officer” for purposes of Section 84308, and an “officer of the agency” subject to the restrictions of Section 84308, ask yourself:
(1) Do I have the ability to:
a. “Make, participate in making, or in any way attempt to use my official position to influence” a decision (defined further below) in the relevant entitlement for use proceeding; or
b. Exercise authority or budgetary control over the agency of officers who may do so?
(2) Do I serve in any of the following capacities:
a. In an elected position;
b. As a member of a board or commission;
c. As the chief executive of a state agency or county, city or district of any kind; or
d. In a position with decision-making authority with respect to the proceeding and I am also a candidate for elected office or I was a candidate for elected office in the 12 months prior to the proceeding? If your answer to both of the above questions is “yes,” then you qualify as an “officer” for purposes of Section 84308 and you are an “officer of the agency” subject to the applicable restrictions.

Note: A candidate for elective office who does not meet any of the above criteria is not an “officer of the agency” and the Section 84308 restrictions applicable to an “officer of the agency” will not apply until such time as the candidate serves in one of the positions noted above. (See, e.g., Butler Advice Letter, No. A-23-103.)

2. Exceptions
The term “officer” does not apply to any person acting in any of the following positions:
· Member of the courts or any agency in the judicial branch; · Member of the Legislature;
· Member of the Board of Equalization; or
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· A Constitutional officer (i.e., the Governor, Lieutenant Governor, Attorney General, Controller, Insurance Commissioner, Secretary of State, State Treasurer, and Superintendent of Public Instruction).

B. WHAT ARE MY RESPONSIBILITIES AND
LIMITATIONS?
If you meet the definition of an “officer” under Section 84308 and are an “officer of the agency,” or become an “officer of the agency” following your candidacy, you are subject to the following prohibitions related to entitlement for use proceedings:

1. Prohibition: Accepting, Soliciting, or Directing Contributions Exceeding $250 During 12-Month Period While the Proceeding is Pending and 12 Months After
For any entitlement for use proceeding, you are prohibited from accepting, soliciting, or directing a contribution of more than two hundred fifty dollars ($250) from any party or a party’s agent, or from any participant or a participant’s agent if you know or have reason to know that the participant has a financial interest in the proceeding.

This applies during any 12-month period while the proceeding is pending and for 12 months following the date of the final decision.
12-Month Period Example 1
A party files an application with your office on January 1, 2023. The same day, the party contributes $250 to your campaign committee. Your agency’s consideration of the application extends beyond one year and, on January 1, 2024, the party contributes another $250 to your campaign committee. The party does not violate Section 84308 by making the second contribution while the proceeding is pending and you do not violate Section 84308 by accepting the second contribution because you have not received more than $250 during any 12-month period.

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2. Prohibition: Taking Part in Entitlement for Use Proceeding You are prohibited from making, participating in making, or in any way attempting to use your official position to influence the decision in an entitlement for use proceeding pending before the agency if you have willfully or knowingly received a contribution in an amount of more than two hundred fifty dollars ($250) within the preceding 12 months from a party or a party’s agent, or from any participant or a participant’s agent if you know or have reason to know that the participant has a financial interest in the decision. · Making a Governmental Decision: You “make” a governmental decision if you authorize or direct any action, vote, appoint a person, obligate or commit your agency to any course of action, or enter into any contractual agreement on behalf of your agency.
· Participating in a Governmental Decision: You “participate in making a governmental decision” if you provide information, an opinion, or a recommendation for the purpose of affecting the decision without significant intervening substantive review.
· Attempting to Use Official Position to Influence a Governmental Decision:

You “attempt to use your official position to influence a governmental decision” if you: (1) contact or appear before any official in your agency or in an agency subject to the authority or budgetary control of your agency for the purpose of affecting a decision; or (2) contact or appear before any official in any other government agency for the purpose of affecting a decision, and you act or purport to act within your authority or on behalf of your agency in making the contact.

3. Disclosure Requirements: Contributions Received in Prior 12 months If you have received a contribution exceeding $250 from a party, participant, or agent thereof within the preceding 12 months, you are required to disclose (or have another agency officer or employee disclose on your behalf) the contribution as follows:
12-Month Period Example 2
A party files an application with your office on January 1, 2023. The same day, the party contributes $150 to your campaign committee. On July 1, 2023, the party contributes another $100. The matter is pending before you the proceeding extends beyond one year. On January 1, 2024, the party contributes another $250.

The party violates Section 84308 and you will violate Section 84308 by accepting the $250 contribution because you received more than $250 during a 12-month period.

You received $100 from the party on July 1, 2023, and $250 on January 1, 2024, for a total of $350 during a 12-month period.

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· Form: Disclosure may be made orally or in writing when made in a meeting.

Disclosure must be made in writing if no meeting is held. · Timing: If a public meeting is held, disclosure must be made at the beginning of the meeting. If you learn of the party’s contribution or the participant’s contribution and financial interest during the meeting, disclosure must be made before you continue to take part in the proceeding. If no public meeting is held, written disclosure must be entered into the agency’s public record. · Contents: The disclosure must include:
o The fact that you have received contributions from a party, participant, or agent thereof, greater than $250 within the preceding 12 months; and o The name(s) of the contributor(s).
· Legally Required Participation: If you are taking part in a governmental decision on the basis that your participation is legally required, the disclosure must also include:
o A summary description of the circumstances under which you believe the conflict may arise; and
o The legal basis for concluding there is no alternative source of decision.

C. AM I TAKING PART IN A “PENDING LICENSE,
PERMIT, OR OTHER ENTITLEMENT FOR USE”
PROCEEDING?

1. License, Permit, or Other Entitlements for Use Proceedings Section 84308 defines the term “license, permit, or other entitlement for use” to mean “all business, professional, trade, and land use licenses and permits and all other entitlements for use, including all entitlements for land use, all contracts (other than competitively bid, labor, or personal employment contracts), and all franchises.” The term “entitlement for use” is not defined by Section 84308. The overall scheme and purpose of Section 84308 suggests that the types of proceedings which should be covered by Section 84308 are those in which specific, identifiable persons are directly affected or in which there is a direct substantial financial impact upon the participants. The California courts have examined the term “entitlement for use” in other contexts. These decisions provide useful guidance; however, interpretation of the Act is not necessarily limited by interpretation of other laws. Below is a list of proceedings the FPPC has previously advised on as entitlement for use proceedings. (See, e.g., Velasquez Advice Letter, No. I-23-065; Quadri Advice Letter, No. A-02-096; Washington Advice Letter, No. I-91-521.)
Note: Section 84308 does not cover proceedings in which general policy decisions or rules are made or where the interests affected are many and diverse.

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2. When is the Proceeding “Pending”?
For an officer, an entitlement for use proceeding has commenced and is considered “pending” only when:
· The decision is before you for your consideration. If you are a member of a governing body, this includes any item placed on the agenda for discussion or decision at a public meeting of the body; or
· You know or have reason to know the proceeding is before the jurisdiction of your agency for its decision or other action, and it is reasonably foreseeable the decision will come before you in your decision-making capacity. · Note: A different definition of “pending” applies to parties, participants, and their agents. For these persons, it is “pending” when it is before the agency’s jurisdiction for action.

Examples of Entitlement for Use Proceedings
· Building and development permits
· Charter school petitions
· Conditional use permits
· Contracts generally, including
small purchase order agreements,
unless an exception applies
· Public street abandonments
· Private development plans
· Professional license revocations
· Rezoning of specific real estate
parcels
· Event permits
· Rulemaking procedures affecting a
particular industry where only a
small number of businesses are
affected
· Special district formation
proceedings involving the creation
of a special use or benefit to the
persons in the district
· Tentative subdivision and parcel
maps
· Zoning variances
Pending Proceeding Example 1
A non-profit organization submits a permit application to the City Parks Department to host a large event at a City park. You are a member of the City Council. Absent any outside knowledge, at this point, you do not “know or have reason to know” about the proceeding and, therefore, it is not “pending” for you. Therefore, you would not violate Section 84308 by accepting, soliciting, or directing a contribution of more than $250 from the non-profit at this point in the process.

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D. FOR THE PROCEEDING, WHO ARE THE “PARTIES,
PARTICIPANTS, OR THEIR AGENTS”?

1. Parties
Section 84308 defines “party” as “any person who files an application for, or is the subject of, a proceeding involving a license, permit, or other entitlement for use.”

2. Participants
Section 84308 defines “participant” as any person who is not a party but who actively supports or opposes a particular decision in an entitlement for use proceeding and who has a financial interest in the decision.

In general, a person will qualify as a participant if the person has a financial interest in the proceeding and communicates with you or agency staff for the purpose of influencing a decision in the proceeding. This includes when the person:
· Lobbies in person;
· Testifies in person; or
· Otherwise acts to influence a proceeding by communicating with an officer or employee of the agency for the purpose of influencing a decision in the proceeding.

Note: This does not include communications made to the public outside of the proceeding.

Pending Proceeding Example 2
Continuing the above example, the event permit application is rejected by the Parks Department and the non-profit appeals the decision to the City Council. The nonprofit’s permit item appears on the agenda for an upcoming City Council meeting. At this point, the proceeding is “pending” for you and you are now prohibited from accepting, soliciting, or directing a contribution of more than $250 from the non-profit.

Pending Proceeding Example 3
Alternatively, suppose that prior to the permit decision appearing on a City Council meeting agenda, a City staff member told you that the project was pending before the Parks Department and would likely come before the City Council at some point if the Parks Department rejects the application. Because you have this information, the proceeding would be “pending” for you, even though the item had not yet been included on a City Council meeting agenda.

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Financial Interests
In general, a person is considered to have a “financial interest” for purposes of Section 84308 if it is reasonably foreseeable the proceeding, or a governmental decision within the proceeding, would have a material financial effect on one or more of the person’s economic interests. Relevant economic interests include the person’s interests in business entities, real property, sources of income, sources of gifts, and personal finances.

Determining whether a person has a financial interest in a proceeding or particular governmental decision can be a complex matter. For this reason, if you have knowledge or reason to know that a person who may qualify as a participant in a proceeding has a potential financial interest, you should contact the FPPC for assistance to understand whether the duties and prohibitions of Section 84308 will apply. More information on financial interests, when a financial interest is “material” and when you would have “reason to know” is detailed further below.

3. Agents
A person is the “agent” of a party or participant in a pending entitlement for use proceeding if the person:
· Represents that party or participant for compensation; and · Appears before or otherwise communicates with the governmental agency for the purpose of influencing the pending proceeding.

Participant Example 1
One person sends a letter to the City Council regarding an entitlement for use proceeding. Another person makes a public comment regarding the entitlement for use proceeding during a public meeting. If either person has a financial interest in the proceeding, that person qualifies as a participant.

Participant Example 3
One person writes an op-ed article, published in the local paper, in support of the City Council approving an application in an entitlement for use proceeding. Another person protests outside of City Hall before the entitlement for use proceeding is held, yelling and chanting that the City Council should vote no on the underlying project. Even if one of these persons has a financial interest in the proceeding, as long as the person does not communicate directly with the officer or agency regarding the proceeding, the person is not a participant.

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Note: An individual will qualify as an agent only if the individual’s communication with an agency is for the purpose of influencing the pending proceeding. An individual whose communications with an agency are not made for the purpose of influencing the proceeding is not considered an agent for purposes of Section 84308, even if the individual receives compensation from a party or participant.

Agent Example 1
Ainsley Atkinson, an attorney, is paid to represent a client real estate developer, Rio Estates, in obtaining a real estate development agreement and drafts a letter in support of the project on behalf of Rio Estates. Atkinson sends the letter to the County Planning Commission ahead of the Commission’s consideration on whether to approve a building permit. Because Atkinson is paid to represent Rio Estates and has communicated with the agency for the purpose of influencing the proceeding, Atkinson is an agent for Rio Estates.

Agent Example 2
Suppose Atkinson’s letter in support of the project is sent to the County Planning Commission by Atkinson’s assistant, rather than Atkinson herself. Although the letter is intended to influence the proceeding, the assistant’s purpose in sending the letter is not; rather, the assistant’s purpose in sending the letter is administrative/secretarial.

Likewise, the assistant is not paid to represent Rio Estates; the assistant is paid to assist Atkinson. For these reasons, the assistant is not an agent Rio Estates.

Agent Example 3
Continuing the above examples, the Planning Commission considers the project application. The project architect, Priyanka Archer, hired by the client, attends the meeting and provides purely technical data and analysis in response to Planning Commission questions. As long as Archer does not otherwise engage in direct communications for the purpose of influencing the proceeding, Archer is not an agent for Rio Estates.

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E. DO I “KNOW OR HAVE REASON TO KNOW” A
PARTICIPANT HAS A “FINANCIAL INTEREST IN THE
PROCEEDING”?

1. What is a Financial Interest in a Proceeding?
Under the Political Reform Act, a person has a “financial interest” in a governmental decision when it is reasonably foreseeable that the governmental decision at issue would have a material financial effect (of a positive or negative nature) on a person’s interest in:
· A business entity as an employee, director, officer partner, trustee, manager or an investment interest of $2,000 or more.
· Real property with a value of $2,000 or more including a leasehold interest but not a month-to month tenancy.
· Source of income totaling $500 or more in the 12 months prior to the proceeding.
· Source of gift totaling $590 or more in the 12 months prior to the proceeding. · The participant’s personal finances or the participant’s immediate family member.

Note: For a party in an entitlement for use proceeding, Section 84308’s requirements and prohibitions automatically apply. The relevance of a “financial interest” in an entitlement for use proceeding is only relevant to determining whether an individual qualifies as a participant for purposes of Section 84308.

2. When Do I Know About it?
As an officer, you are considered to “know or have reason to know” that a participant has a financial interest in a decision only if you have actual knowledge of the financial interest, or the participant reveals facts in written or oral statements during the proceeding before you that make the participant’s financial interest apparent.

Under Section 84308, you are required to consider all relevant facts known to you in determining whether a participant has made a financial interest apparent. This includes:
· The specificity with which the participant has described their economic interests; · The potential for a material financial effect on those interests as a result of the decision; and
· The realistic possibility of the financial effect.

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Note: If a participant describes or mentions the financial impact a proceeding, or a governmental decision within the proceeding, would or could have on the participant’s financial interest you must consider the information provided and the impact the decision may have on the interest.

In addition to the general rule stated above, you will by default be deemed to have “reason to know” that a participant has a financial interest in the proceeding if you have facts indicating the participant has any of the following:
· A business entity interest that may see a significant increase or decrease in customers as a result of the proceeding;
· A real property interest located within 500 feet of the real property at issue in the proceeding. (Note: An officer does not have “reason to know” if the facts are solely that the participant has an economic interest located in the general vicinity of a business entity or real property at issue in the proceeding.)
· A business relationship with the applicant and the decision may result in additional services provided to the applicant.

Note: if the officer knows there is clear and convincing evidence establishing it is not reasonably foreseeable the decision will have material financial effect on the participant’s interests, the participant does not have a financial interest in the proceeding.

3. Standards and Facts Relevant to Particular Types of Participant’s Financial Interests
To determine whether you “know or have reason to know” that the participant has a financial interest in the decision for purposes of Section 84308, ask yourself if you have any of the information discussed below:
a. Explicitly Involved Interest in the Proceeding
If an individual has an economic interest such as a business entity, real property, or source of income explicitly involved in the proceeding, the individual will have a financial interest in the proceeding and therefore qualify as a participant. For example, if the individual’s employer is the applicant in the proceeding and the individual provides public comment—even in their capacity as a private citizen rather than as an agent advocating in their paid capacity as an employee—the individual will qualify as a participant.

However, in circumstances where it is not apparent that the individual’s economic interest is explicitly involved in the proceeding, consider the following:

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b. Business Entity Interest in the Proceeding.

Generally, a participant’s financial interest in a business entity not explicitly involved in a governmental decision will only become apparent if they reveal facts indicating any of the following:
· Change in Revenue: The decision may result in an increase or decrease of the entity's annual gross revenues, or the value of the entity's assets or liabilities, in an amount equal to or more than: (A) $1,000,000; or (B) five percent of the entity's annual gross revenues and the increase or decrease is at least $10,000. · Change in Expenses: The decision may cause the entity to incur or avoid additional expenses or to reduce or eliminate expenses in an amount equal to or more than:
(A) $250,000; or (B) one percent of the entity's annual gross revenues and the change in expenses is at least $2,500.
· Impact on Real Property: The entity has an interest in real property and: (A) the property is a named party in, or the subject of, the decision; or (B) there is clear and convincing evidence the decision would have a substantial effect on the property.

Business Entity Example 1
A person provides public comment at a City Council meeting, speaking in support of a developer’s permit application. The person specifies, “I work for the developer, but I’m not being paid to be here. I’m just here in my personal capacity because I think the project would benefit the community.” Here, the participant has a business entity interest in the applicant as their employer, and you know the proceeding would have a reasonably foreseeable, material financial effect on that business entity interest given the fact that the employer is the applicant in the proceeding.

Business Entity Example 2
Continuing the above example, another person stands up at the City Council meeting and provides public comment, stating, “I’m a licensed electrician and I think a development project of this size would bring a lot of valuable jobs to local tradespeople like me.” The person has indicated they have a business entity interest in their business as an electrician and has also indicated the project would potentially benefit their business, but has not provided any facts indicating their business could benefit, for example, by $1,000,000 or result in an increase of five percent of annual gross revenue and at least $10,000. Because of the general facts provided, you would not have reason to know that the individual has a financial interest in the proceeding.

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c. Real Property Interests in the Proceeding.

When considering the materiality of a financial effect on real property not explicitly involved in a governmental decision, the proximity of the participant’s real property to the real property at issue in the decision is of particular importance. Are you aware of any of the following concerning the participant’s real property - is it:
· Within 500 Feet: from the subject property of a governmental decision and there is no “clear and convincing evidence” the decision will have no measurable impact on the participant’s property.
· Between 500 and 1,000 Feet: from the subject property of a governmental decision and the decision would change the parcel’s:
o Development potential;
o Income producing potential;
o Highest and best use;
o Character by substantially altering traffic levels, intensity of use, parking, view, privacy, noise levels, or air quality; or
o Market value.

However, if you are aware that the participant’s real property is:
· Over 1,000 Feet: from the subject property of a governmental decision the decision is presumed to not have a reasonably foreseeable, material financial effect on the individual’s real property absent “clear and convincing evidence” of a substantial effect on the participant’s property.

Note: You are not considered to “know” or “have reason to know” of a participant’s financial interest in a decision solely as a result of the participant identifying an economic interest located in the general vicinity of a business entity or real property at issue in the proceeding.

Real Property Example 1
An individual provides public comment at a City Council meeting opposing a development project because of the effect they believe the project will have on nearby residences and notes, “I live near this project.” Based solely on these comments, you would not know or have reason to know whether the individual has a real property interest within 500 or 1,000 feet or further away from the project.

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If you are aware or the individual mentions they have a leasehold interest in real property, they will have a financial interest if the decision would: (1) Change the termination date of the lease; (2) Increase or decrease the potential rental value of the property; (3) Change the person’s use of the property; or (4) Impact the use and enjoyment of the property. A month-to-month tenancy is not a “real property interest” under the Act.

Note: There are certain exceptions applicable to determining a material interest in real property, such as when the proceeding includes a decision that solely concerns repairs/maintenance or replacement of existing streets, water, sewer, storm drainage or similar facilities. (For decisions relating the adoption or amendment of a General Plan, please consult Regulation 18702.2(d)(2) or seek further advice.) d. Source of Income Interests
Generally, a participant’s financial interest in a source of income not explicitly involved in the decision, will only become apparent if they reveal facts indicating any of the following and the source is a:
· Business Entity: Apply the standards discussed above for determining a material financial effect on business entity interests. · Nonprofit Organization: Apply the same standards discussed above use for determining a material financial effect on a business entity. · Individual:
o Personal Finances: The decision may affect the individual’s income, investments, assets, or liabilities by $1,000 or more;
o Impact on Business: The participant knows or has reason to know the individual has an interest in a business entity that will be materially financially affected under the standards pertaining to business entity interests, described above;
o Impact on Real Property: The participant knows or has reason to know the individual has an interest in real property and the property is a named party in, or the subject of the decision, or there is clear and convincing evidence the decision would have a substantial effect on the property.

Real Property Example 2
If, however, the individual said, “I live within 100 yards,” or “I live directly across the street” from the project, you would be aware that the individual lives within 500 feet of subject property and unless there are clear facts that the decision would have no measurable impact on her property, the Section 84308 requirements and prohibitions will apply to this person as a participant.

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“Nexus” Test: The governmental decision is also considered to have a reasonably foreseeable, material financial effect if it would achieve, defeat, aid, or hinder a purpose or goal of the source of income and the participant or their spouse receives or is promised the income for achieving the purpose or goal. e. Source of Gift Interests
Generally, a participant’s financial interest in an individual as a source of gift not explicitly involved in a governmental decision will only become apparent if they reveal facts indicating any of the following:
· Business Entity: Apply the standards discussed above for determining a material financial effect on business entity interests. · Nonprofit Organization: Apply the same standards discussed above for determining a material financial effect on a business entity. · Individuals:
o The individual’s personal finances will be materially impacted, as described in the “Personal Finances” section below;
o The participant knows or has reason to know the individual has an interest in a business entity or real property that will be materially financially affected under the standards pertaining to business entity or real property interests, described above;
o The participant knows or has reason to know the individual has an interest in real property and the property is a named party in, or the subject of the decision, or there is clear and convincing evidence the decision would have a substantial effect on the property.
f. Personal Finances
In general, a governmental decision’s reasonably foreseeable financial effect on a participant’s personal finances or the finances of the participant’s immediate family is material if the decision may result in the participant or participant’s immediate family member receiving a financial benefit or loss—other than a financial impact on a Source of Income Example
At a City Council meeting, a member of the public provides comment and states, “I work for the Downtown Business Chamber of Commerce and my job is to bring business to Downtown and help revitalize the Downtown area economy. Approval of this project would do just that.” Based on the person’s comments, you know it is reasonably foreseeable the proceeding would have material financial effect on the person’s source of income—the Downtown Business Chamber of Commerce—based on the nexus between the governmental decisions at issue and the Chamber of Commerce’s goals that the speaker is paid to achieve. The Section 84308 requirements and prohibitions would apply to this participant.

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business entity or real property interest—of $500 or more in any 12-month period due to the decision. This does not apply if the decision’s financial impact would affect the participant’s economic interest in a business entity or real property, as such financial effects are considered separately under the standards discussed above.

F. HAVE I “WILLFULLY OR KNOWINGLY” RECEIVED A
$250 OR GREATER CONTRIBUTION FROM A PARTY,
PARTICIPANT, OR AGENT WITHIN THE PAST 12
MONTHS?

1. Knowledge of a Contribution
As an officer, you are considered to have “willfully or knowingly” received a contribution under any of the following circumstances:
· Actual knowledge: You have actual knowledge of the contribution; · Disclosure by the Party: The contribution has been disclosed by the party pursuant to Section 84308(e) and Regulation 18438.8; or · Other Reasons to Know: You are aware of facts including, but not limited to:
o The party, participant, or another person has otherwise informed you that a contribution or contributions have been made to you;
o The party or participant has previously made two or more contributions of more than $250 to you;
o You personally solicited the party or participant for a contribution; or o You personally accepted a contribution from the party or participant. · Relevance of Prior Campaign Reporting: Note that the fact that a contribution was previously included in a campaign report filed by your campaign committee does not constitute “reason to know” of a party’s or participant’s contribution except in the following circumstances:
o The party’s proceeding has also been noticed on an agenda for a public meeting before the body or board of which you are a member or, o For officers not on a body or board, the proceeding is before you in your decision-making capacity.

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2. How is the $250 Calculated?
In determining whether you have received a contribution of more than $250 from a party, participant, or agent, consider the following:
· Aggregation: To determine whether you have received a contribution of more than $250 from a party or participant or their respective agent during a 12-month period, you must aggregate all of the following:
o All contributions made by the party or by the participant; with o All contributions made by the party’s agent or the participant’s agent during the shorter of: (A) The previous 12-month period; or (B) The period beginning on the date the party or participant first hired the agent as either a paid employee, contractor, or consultant; and
o All contributions made by an individual, other than an uncompensated officer of a nonprofit organization, or entity required to be aggregated with the party or participant and any agent of the party or participant under Section 82015.5 (see discussion below) of the Political Reform Act.

Exception: Although the above contributions generally must be aggregated for purposes of determining whether you have received a contribution exceeding $250, you do not have reason to know about a contribution from an individual or entity required to be aggregated with contributions by a party, participant, or agent—and you do not violate Section 84308 as a result of the contribution—if, at the time of the potential violation, both the following criteria are met:
(1) The party, participant, or agent has not disclosed the contribution on the record of the proceeding; and
(2) You do not otherwise know facts establishing that the contribution must be aggregated pursuant to Section 82015.5 and Regulation 18438.5.

Campaign Reporting Example
You are a City Councilmember. A development project application is included on the agenda for the next City Council meeting. The applicant has failed to disclose the $300 contribution he made to your campaign committee eight months ago, in violation of Section 84308. (Where the contribution is made prior to the proceeding, the party must disclose the contribution at the time of filing the application.) The project application was included on the City Council meeting agenda. The $300 contribution was included in a campaign report filed by your campaign committee. Accordingly, at the point the project application appears on the City Council meeting agenda, you have reason to know about the developer’s $300 contribution—even though the applicant did not disclose it in their initial application—and you must either recuse yourself from the proceeding or return the amount exceeding the $250 contribution limit.

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Section 82015.5
Section 82015.5 provides:
· If an individual directs or controls an entity’s contributions, the entity’s contributions shall be aggregated with contributions made by both of the following:
o That individual.
o Any other entity whose contributions that individual directs or controls.
· If two or more entities make contributions that are directed or controlled by a majority of the same persons, the contributions of those entities shall be aggregated.
· Contributions made by entities that are majority owned by a person shall be aggregated with the contributions of the majority owner and all other entities majority owned by that person, unless those entities act independently in their contribution-making decisions.

In practice, Section 82015.5’s aggregation rules will most frequently come into play when you have received a contribution from a party or participant, as well as a contribution from a business owned by the party or participant or from a parent/subsidiary/sister corporation of the party or participant.

Note: In general, a spouse of a party or participant is not also considered a party or participant and, therefore, contributions by a spouse are not aggregated with contributions by the party or participant. The two scenarios in which contributions by a spouse are aggregated with contributions by the party or participant are where:
(1) The proceeding involves real property or a business interest that is owned jointly by the spouses; or
(2) The spouse is acting as the agent of their party or participant spouse.

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Aggregation Example 1
A proceeding is on the agenda for the next public meeting of the governmental board you are a member of. You check whether the party involved has contributed to any of your controlled committees within the past 12 months and see that the party contributed $200 six months ago. No other contributions have been disclosed by the party or the party’s agent. Accordingly, you take part in the proceeding at the public meeting.

After the meeting, you learn that the party owns a company that also contributed $200 to your committee six months ago, for an aggregate total contribution of $400 within the past six months. Because the party and the party’s agent did not disclose the contribution by the party’s company and you did not know facts establishing that the contribution by the party’s company needed to be aggregated with the party’s contribution—i.e., you did not know of the connection between the party and the company—your participation in the proceeding was not a violation of Section 84308.

Aggregation Example 2
Using the above example, suppose that during the course of the meeting—after you have already begun participating—the party discloses that their company contributed $200 to your committee six months ago. At that point, you would know facts establishing that the contributions need to be aggregated and would amount to more than $250 within the past 12 months. Your continued participation in the proceeding would be a violation of Section 84308, unless you disclosed on the record of the proceeding the fact that the contributions were disqualifying and confirmed you would return the disqualifying portion of the contribution within 30 days and subsequently did, in fact, return the disqualifying portion of the contribution.

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G. CAN I RETURN A CONTRIBUTION?
Under Section 84308, you are permitted to return a contribution that would otherwise disqualify you from an entitlement for use proceeding if you return the contribution within 30 days from the time you know, or should have known, about the contribution and the proceeding. You are permitted to make such a return if:
(1) The contribution was received from a party prior to you knowing or having reason to know that a proceeding involving the party had commenced. For purposes of this provision, if you serve on a governing body or board, you are considered to know or have reason to know a proceeding involving the party has commenced if the proceeding has been noticed on the agenda for a public meeting of the board; or
(2) The contribution was received from a participant prior to you knowing or having reason to know that the participant had a financial interest in the proceeding.

If you are serving on a governing body or board and would otherwise be disqualified under Section 84308 from taking part in a proceeding, you may take part in the proceeding prior to returning the contribution if all the following criteria are met:
(1) The decision is made at a public meeting of the governing body or board; (2) You have known or should have known about the contribution and proceeding for fewer than 30 days;
(3) After learning of the contribution or proceeding and prior to taking part in any further discussion or decision, you disclose the fact of the disqualifying contribution on the record of the proceeding, as required by Section 84308(c), and confirm that the return will occur within 30 days from the time you knew, or should have known, about the contribution and proceeding; and
(4) The contribution is returned within that timeframe.

Return of Contribution Example
You are a member of the City Council. At a public meeting held on March 11, the City Council will consider a proposed development agreement. The developer donated $300 to your campaign committee six months ago. You learned about the proceeding when the meeting agenda was published 10 days ago, on March 1. At the beginning of the meeting, you disclose the contribution over $250 from the developer within the preceding 12 months, but state that you will return the disqualifying portion by March 31—30 days after you first knew, or should have known, about the contribution and proceeding. You may then take part in the proceeding without violating Section 84308 as long as the disqualifying portion is, in fact, returned by March 31.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 35, Packet Page 50 Fair Political Practices Commission 23 Officers and Section 84308 October 2023
H. FREQUENTLY ASKED QUESTIONS

1. Is my local government position covered under Section 84308? Under Section 84308, “officer” means “any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency.” This includes local government positions.

The only officials Section 84308’s requirements do not apply to are officials in the judicial branch, the Legislature, Board of Equalization, and constitutional officers.

2. What if I am an officer in the midst of a proceeding and the individual testifying in support of a project discloses they made a $300 contribution to my campaign and states they live “in the neighborhood near the project site.” Do I have “reason to know” that the individual has a financial interest in a proceeding so that they qualify as a “participant” for disclosure and recusal purposes? You must consider your knowledge and the specific facts provided. An officer does not know of a participant’s financial interest in a decision solely as a result of the participant identifying an economic interest located in the general vicinity of a business entity or real property at issue in the proceeding.

If, after considering the specificity of the facts provided, you are not certain, you should either:
(A) In an abundance of caution, recuse yourself from the proceeding until you can determine with certainty that the individual does not constitute a participant in the proceeding; or
(B) Not recuse, but follow the steps in the meeting for returning the disqualifying portion of the contribution received from the individual, including disclosing the contribution, pledging to return the disqualifying amount within the relevant timeframe, and then doing so. If the appropriate steps for the return of a contribution are completed, your continued participation in the proceeding does not constitute a violation of Section 84308.

As an officer, you are required to consider all relevant facts known by you at the time of the decision in determining whether the facts revealed by a person have made a financial interest apparent. You should familiarize yourself with the relevant “reasonable foreseeability” and “material financial effect” standards discussed in this document, as well as available on the FPPC website at https://fppc.ca.gov/learn/conflicts-of-interestrules.html and https://fppc.ca.gov/the-law/fppc-regulations/regulations-index.html (Regulations 18701 and 18702.1-18702.5). If you are uncertain whether the facts known by you make a person’s financial interest apparent, you may wish to seek advice from agency counsel or the FPPC.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 36, Packet Page 51 Fair Political Practices Commission 24 Officers and Section 84308 October 2023

3. Other than being made “orally,” “in writing,” or “on the record,” what form must disclosure take?
Neither Section 84308 nor its related regulations specify the exact form disclosure must take beyond the requirements discussed in the “Disclosure” section above. Given the wide variety of agencies and jurisdictions Section 84308 applies to, disclosure may take different forms. For example, one agency may decide to include all relevant disclosures in writing as part of the meeting agenda, while another agency may choose to have agency counsel make a disclosure on an officer’s behalf and have the disclosure included in the meeting minutes. As long as a record of the disclosure is maintained by the agency and may be accessed by the public, the agency may decide on its preferred process for disclosure.

4. I am a candidate for office but I am not currently an officer of an agency.

Am I prohibited from accepting, soliciting, or directing a contribution from a party or participant involved in a proceeding before the agency the candidate is campaigning for office in?
No. A candidate for office who does not hold any other governmental position does not meet the definition of “officer of an agency” and therefore is not prohibited from accepting, soliciting, or directing such contributions from a party, participant, or agent, but may be prohibited from taking part in a proceeding involving the party, participant, or agent once elected if they have received a contribution of more than $250 within the preceding 12 months.

5. I am a candidate for a school board position and I am an employee of the County Planning permit department. Am I subject to Section 84308 due to my employment given that a building application does not in any way relate to a school board position?
Yes. You are subject to Section 84308. The office a candidate is running for does not need to relate to the entitlement for use proceeding in order for Section 84308 to apply.

6. Is a “strong mayor” with veto power over city council decisions permitted to exercise that veto power—even when the mayor has received ordinarily disqualifying contributions of more than $250 from a party, participant, or agent thereof—on the basis of “legally required participation”? Yes. Because a “strong mayor” is legally required to exercise the powers and fulfill the duties authorized by a city charter and, to the extent the city charter authorizes a mayor to take part in an entitlement for use proceeding, conduct that would ordinarily disqualify a mayor under Section 84308 does not prohibit the mayor from participating. (Granda Advice Letter, No. I-23-102.)
However, the legally required participation exception does not excuse other violations of Section 84308 and a strong mayor taking part in an entitlement ATTACHMENT 3
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proceeding pursuant to the exception is still required to refrain from soliciting, directing, or receiving contributions from parties/participants while the proceeding is pending and for 12 months thereafter, and must also make all necessary disclosures.

7. Are personal contributions from members of a governmental board in their individual capacity considered contributions “from the governmental board”? Do the contributions need to be aggregated?
No. Contributions made in the member’s personal capacity, are not considered contributions from the governmental board and are not aggregated with contributions made by other members of the body or board made in their personal capacities.

8. May I accept, solicit, or direct contributions exceeding $250 from an unpaid, volunteer officer of a non-profit organization, if the organization is a party, participant, or agent in the proceeding?
Yes. Contributions from an uncompensated officer of a non-profit organization are not aggregated with contributions by the non-profit organization, given that the uncompensated officer does not have a financial interest in the proceeding. The nonprofit organization is not a “business entity” and it is not a “source of income “ to the volunteer officer.

9. I am an elected local officer. Can I be disqualified from taking part in an entitlement for use proceeding based on contributions the officer received in 2022, within 12 months of the proceeding?
No. Under Regulation 18438, Section 84308’s provisions, as amended by SB 1439 and effective as of January 1, 2023, do not apply to contributions received prior to that date. If Section 84308 did not apply to you before January 1, 2023, contributions you received and proceedings you participated in prior to that date do not implicate Section 84308.

10. Does the $250 limit apply to each candidate or each committee? For example, can a party donate $250 to two committees controlled by the same officer?
The $250 limit applies to each candidate, not each committee, such that a party, participant, or agent may not donate more than $250 across all of an officer’s controlled committees.

11. A business contributed more than $250 to my campaign a few months ago.

Now an employee of the business is coming before my agency in their personal capacity, applying for a building permit to remodel their home. Am I disqualified from the proceeding based on the business’s $250+ contribution? Generally, no. In the described circumstances, the employee would be the party in the proceeding, while the business would not be a party or agent of the employeeparty. Assuming the business is not structured in such a way that the “employee” is, in ATTACHMENT 3
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fact, the majority owner of the company or directs or controls the company’s contributions, the contributions made by the company would not be aggregated with contributions made by the employee. Therefore, the officer who received a $250+ contribution from the company would not be disqualified from the proceeding.

12. Are project labor agreements establishing the terms and conditions of employment for workers on certain projects considered exempt “labor contracts” under Section 84308?
Yes. A “labor contract” is defined as “a contract or agreement reached through collective bargaining or with a representative group regarding the salary, benefits, or terms and conditions under an employment or retirement policy for employees or retirees, including a project labor agreement entered into under Public Contract Code Section 2500.”

13. If a union representative provides public comment in support or in opposition of a governmental decision and indicates the decision will have a financial impact on its members, is the union considered a “participant”? Only if the union organization itself has a financial interest under the standards applicable to a nonprofit organization. To be a “participant,” a person (including a nonprofit organization) must have a financial interest in the proceeding. A nonprofit organization such as a union does not necessarily have a financial interest in a proceeding solely because it would be beneficial to the organization’s members.

The relevant standards for determining a reasonably foreseeable, material financial effect on a nonprofit organization, such as a union, are:
· Change in Receipts: The decision may result in an increase or decrease of the organization's annual gross receipts, or the value of the organization's assets or liabilities, in an amount equal to or more than: $1,000,000; or five percent of the organization's annual gross receipts and the increase or decrease is equal to or greater than $10,000.
· Change in Expenses: The decision may cause the organization to incur or avoid additional expenses or to reduce or eliminate expenses in an amount equal to or more than: $250,000; or one percent of the organization's annual gross receipts and the change in expenses is equal to or greater than $2,500. · Impact on Real Property: The official knows or has reason to know that the organization has an interest in real property and: the property is a named party in, or the subject of, the decision; or there is clear and convincing evidence the decision would have a substantial effect on the property.

Accordingly, unless it is reasonably foreseeable that a nonprofit organization would experience any of the above financial effects (e.g., the union’s receipt of union dues increases by $1,000,000 as a result of the increased union wages caused by a government contract), the nonprofit organization will not qualify as a “participant” and an ATTACHMENT 3
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officer is not prohibited from receiving more than $250 from the organization advocating for or against a particular decision in an entitlement proceeding.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 40, Packet Page 55 Fair Political Practices Commission 1 Parties, Participants, Agents, and Section 84308 October 2023

CONTENTS
Introduction.............................................................................................................................. 2 A. What is a “Proceeding Involving a License, Permit, or Other Entitlement for Use”? .. 3 B. Am I a “Party,” “Participant,” or “Agent”?...................................................................... 4

1. Parties...............................................................................................................................................................4

2. Participants .......................................................................................................................................................4

3. Agents...............................................................................................................................................................5 C. Who Qualifies as an “Officer of an Agency”?................................................................. 7 D. When is an Entitlement Proceeding “Pending”?............................................................ 8 E. How is the $250 Limit Calculated?................................................................................... 9 F. What Are My Responsibilities If I Have Made Greater Than $250 in Contributions Within the Past 12 Months? ...................................................................................................10

1. Prohibition on Further Contributions During a 12-Month Period......................................................................10

2. Disclosure .......................................................................................................................................................11 G. Frequently Asked Questions...........................................................................................12 Parties, Participants, Agents,
and Section 84308
October 2023
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INTRODUCTION
Section 84308 is a California law aimed at preventing “pay-to-play practices,” in part, by prohibiting parties, participants, and their respective agents in a proceeding involving a license, permit, or other entitlement for use (collectively referenced as a “entitlement for use proceeding” or “proceeding”) from contributing more than $250 to an officer of the agency the proceeding is before during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

Additionally, in an entitlement for use proceeding, a party—but not a participant— is required to disclose any contributions exceeding an aggregate $250 that the party and their agents have made to an officer of the agency within the preceding 12 months.

When it was first enacted in 1982, Section 84308 applied to appointed members of boards and commissions who were running for elective office. (Stats. 1982, ch. 1049 § 1 (“Levine Act”).) However, effective January 1, 2023, the Legislature expanded the scope of its prohibitions to apply to agencies whose members are directly elected by voters and extend the prohibitions from 3 months to 12 months after the final decision in a proceeding. (Stats. 2022, ch. 848 § 1 (“SB 1439”).)
The following is a step-by-step guide to help you determine:
· What is a “proceeding involving a license, permit, or other entitlement for use”?
· Am I a “party,” “participant,” or “agent”?
· Who qualifies as an “officer of an agency”?
· When is the proceeding “pending”?
· How is the $250 limit calculated?
Frequently Asked Questions are also addressed.

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A. WHAT IS A “PROCEEDING INVOLVING A LICENSE,
PERMIT, OR OTHER ENTITLEMENT FOR USE”?
Section 84308 defines the term “license, permit, or other entitlement for use” to mean “all business, professional, trade, and land use licenses and permits and all other entitlements for use, including all entitlements for land use, all contracts (other than competitively bid, labor, or personal employment contracts), and all franchises.” The term “entitlement for use” is not defined by Section 84308.The overall scheme and purpose of Section 84308 suggests that the types of proceedings which should be covered by Section 84308 are those in which specific, identifiable persons are directly affected or in which there is a direct substantial financial impact upon the participants. The California courts have examined the term “entitlement for use” in other contexts. These decisions provide useful guidance; however, interpretation of the Act is not necessarily limited by interpretation of other laws. Below is a list of proceedings FPPC staff have previously advised are entitlement for use proceedings. (See, e.g., Velasquez Advice Letter, No. I-23-065; Quadri Advice Letter, No. A-02-096; Washington Advice Letter, No. I-91-521.)
Note: Section 84308 does not cover proceedings in which general policy decisions or rules are made or where the interests affected are many and diverse.

Examples of Entitlement for Use Proceedings
· Building and development permits
· Charter school petitions
· Conditional use permits
· Contracts generally, including
small purchase order agreements,
unless an exception applies
· Public street abandonments
· Private development plans
· Professional license revocations
· Rezoning of specific real estate
parcels
· Event Permits
· Rulemaking procedures affecting a
particular industry where only a
small number of businesses are
affected
· Special district formation
proceedings involving the creation
of a special use or benefit to the
persons in the district
· Tentative subdivision and parcel
maps
· Zoning variances
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B. AM I A “PARTY,” “PARTICIPANT,” OR “AGENT”?

1. Parties
Section 84308 defines “party” as “any person who files an application for, or is the subject of, a proceeding involving a license, permit, or other entitlement for use.” In general, if you applied for a permit, license or for a right to use property in a particular way (for example, a short-term vacation rental application) that requires the agency’s discretionary approval, you will qualify as a party in an entitlement for use proceeding.

In general, you will qualify as a participant if you have a financial interest in the proceeding and you communicate with an officer or employee of the agency for the purpose of influencing a decision in the proceeding.

Note: You would not qualify as a “participant” based on communications made to the public outside of the proceeding, such as publishing an op-ed in a local newspaper or protesting outside of a government building.

Participant Example 1
You send a letter to the City Council regarding an entitlement for use proceeding. If you have a financial interest in the proceeding, you qualify as a participant.

Participant Example 2
You make a public comment regarding an entitlement for use proceeding during a public meeting. If you have a financial interest in the proceeding, you qualify as a participant.

Participant Example 3
You write an op-ed article, published in the local paper, in support or opposition of a particular outcome in an entitlement for use proceeding. Even if you have a financial interest in the proceeding, as long as you do not communicate directly with the officer or agency regarding the proceeding, you do not qualify as a participant.

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Financial Interests
Central to many of the above examples is the question of whether you have a “financial interest” in the proceeding such that you may qualify as a “participant.” In general, you are considered to have a “financial interest” for purposes of Section 84308 if it is reasonably foreseeable the proceeding, or a governmental decision within the proceeding, would have a material financial effect on one or more of your economic interests. Relevant economic interests include your interests in business entities, real property, sources of income, sources of gifts, and personal finances.

Determining whether you have a financial interest in a proceeding or particular governmental decision can be a complex matter. For this reason, if you have participated or are continuing to take part in an entitlement for use proceeding and you are not sure whether you have a financial interest in the decision, you should contact the FPPC for assistance. If you have a financial interest in the proceeding, such that you qualify as a “participant” for purposes of Section 84308, you are prohibited from contributing more than $250 to an officer of the agency while the proceeding is pending and for 12 months thereafter. More information on financial interests and when a financial interest is “material” can be found in our “Officers and Section 84308” Guide.

3. Agents
A person is your “agent” (as a party or participant) in an entitlement for use proceeding if the person:
· Represents you for compensation; and
· Appears before or otherwise communicates with the governmental agency for the purpose of influencing the pending proceeding.

Note: An individual will qualify as an agent only if the individual’s communication with an agency is for the purpose of influencing the pending proceeding. An individual whose communications with an agency are not made for the purpose of influencing the proceeding is not considered an agent, even if the individual receives compensation from a party or participant.

Participant Example 4
You protest outside of City Hall before an entitlement for use proceeding is held, yelling and chanting that the City Council should vote “no” on the underlying project.

Because the communication is made in a public setting outside of the proceeding itself, you do not qualify as a participant based on your protesting.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 45, Packet Page 60 Fair Political Practices Commission 6 Parties, Participants, Agents, and Section 84308 October 2023
Agent Example 1
Ainsley Atkinson, an attorney, is paid to represent you in obtaining a real estate development agreement and drafts a letter in support of the project on your behalf.

Atkinson sends the letter to the County Planning Commission ahead of the Commission’s consideration on whether to approve a building permit. Because Atkinson is paid to represent you and has communicated with the agency for the purpose of influencing the proceeding, Atkinson is your agent.

Agent Example 2
Continuing the above example, suppose Atkinson’s letter in support of the project is sent to the County Planning Commission by the attorney’s assistant, rather than Atkinson herself. Although the letter is intended to influence the proceeding, the assistant’s purpose in sending the letter is not; rather, the assistant’s purpose in sending the letter is administrative/secretarial. Likewise, the assistant is not paid to represent you; the assistant is paid to assist Atkinson. For these reasons, the assistant is not your agent.

Agent Example 3
Continuing the above examples, suppose a public meeting is held where the Planning Commission considers the project application. At the meeting, the project architect you hired, Priyanka Archer, attends in order to provide purely technical data or analysis in response to any questions the Planning Commission has. As long as the information is not provided for the purpose of influencing the proceeding, Archer is not your agent.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 46, Packet Page 61 Fair Political Practices Commission 7 Parties, Participants, Agents, and Section 84308 October 2023
C. WHO QUALIFIES AS AN “OFFICER OF AN AGENCY”?
Section 84308 defines “officer” as “any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elected office in an agency.” In general, the term “officer of an agency” encompasses any individual who:
(1) Is appointed, elected, or is an employee of the agency who is also running for office; and
(2) May make, participate in making, or attempt to use their official position to influence a decision in the entitlement for use proceeding, or exercises authority or budgetary control over the agency of officers who may do so.

As a party, participant, or agent thereof, you are prohibited from contributing more than $250 in the aggregate to an officer of an agency during a 12 month period while the proceeding is pending and for 12 months after the final decision in the proceeding.

Officer Example 1
You have submitted a building permit application to the City Planning Commission.

Because the City Council exercises authority or budgetary control over the Planning Commission, you are not only prohibited from contributing more than $250 to a member of the Planning Commission who is running for elective office while the proceeding is pending and for 12 months thereafter, but that prohibition also applies to contributions made to members of the City Council as “officers of the agency,” as well as certain City officials who are also running for elective office and have decisionmaking authority with respect to the proceeding.

Officer Example 2
You are negotiating with City representatives regarding the City’s potential purchase of a parcel of land you own. While the proceeding is pending, you contribute $500 to a candidate for City Council. Although the candidate meets the definition of “officer,” they do not meet the more specific definition of “officer of an agency,” to whom you are prohibited to contribute more than $250 to while an entitlement for use proceeding is pending. Accordingly, your contribution of $500 does not violate Section 84308.

However, if the candidate won their election and your $500 contribution occurred within the preceding 12 months, the new City Councilmember would be prohibited from taking part in the proceeding if it was still pending before the City Council.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 47, Packet Page 62 Fair Political Practices Commission 8 Parties, Participants, Agents, and Section 84308 October 2023
D. WHEN IS AN ENTITLEMENT PROCEEDING
“PENDING”?
For a party or party’s agent, or a participant or participant’s agent, an entitlement for use proceeding is “pending” when it is before the jurisdiction of the agency for its decision or other action.

In other words, for a party and party’s agent, an entitlement for use proceeding is considered pending the moment the proceeding is initiated, most often triggered by the party’s filing of an application with the agency.

Note: As described above, in order to be considered a “participant,” an individual has to have a financial interest in the entitlement for use proceeding and have communicated with an officer or employee of the agency for the purpose of influencing the proceeding. Accordingly, although an entitlement for use proceeding may have already been initiated by, say, a party’s filing of an application, an individual other than a party or the party’s agent is not prohibited from contributing more than $250 in the aggregate until after they qualify as a participant or participant’s agent.

Pending Proceeding Example 1
You file an application with the City Parks Department to host a large, ticketed event at a City park. The application will initially be considered and decided by the Parks Department, but a denial by the Parks Department may be appealed to the City Council. For you, the project is pending with respect to the City Parks Department, and with respect to the City Council.

Pending Proceeding Example 2
Continuing the above example, suppose the Parks Department denies your application, but you decide not to appeal the decision to the City Council. Although you have privately decided not to appeal the decision, no “final decision” has been reached during the period in which the Parks Department’s decision may still be appealed. Accordingly, the proceeding is still considered pending with respect to the City Council for purposes of Section 84308.

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Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 48, Packet Page 63 Fair Political Practices Commission 9 Parties, Participants, Agents, and Section 84308 October 2023
E. HOW IS THE $250 LIMIT CALCULATED?
Section 84308’s prohibition on contributions exceeding $250 over a 12 month period refers to the aggregate value of contributions made over that time period. For example, you are not permitted to contribute a total of $1,000 to an officer in a 12 month period simply by making four $250 contributions.

Knowing the aggregate value of contributions you have made to an officer of an agency over a 12-month period is important for purposes of: (1) avoiding a violation of Section 84308 by contributing more than $250 during a 12-month period; and (2) if you are a party, ensuring contributions over $250 made in the preceding 12 months are properly disclosed.

To determine whether you have contributed more than $250 as a party or participant during a 12-month period, you must aggregate the following:
(1) All contributions you have made;
(2) All contributions made by your agent during the shorter of: (A) the previous 12- month period; or (B) the period beginning on the date you first hired the agent as either a paid employee, contractor, or consultant.
(3) All contributions made by an individual, other than an uncompensated officer of a non-profit organization, required to be aggregated with contributions made by you and your agent under Section 82015.5 of the Political Reform Act.

Section 82015.5
Section 82015.5 provides:
· If you direct or control an entity’s contributions, the entity’s contributions shall be aggregated with contributions made by you; and any other entity whose contributions that individual directs or controls.
· If two or more entities make contributions that are directed or controlled by a majority of the same persons, the contributions of those entities shall be aggregated.
· Contributions made by entities that are majority owned by you shall be aggregated with your contributions, as well as the contributions of all other entities majority owned by you, unless those entities act independently in their contribution-making decisions.

In practice, Section 82015.5’s aggregation rules will most frequently come into play when you make a contribution in your personal capacity, and make another contribution through a business that you direct or control.

ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 49, Packet Page 64 Fair Political Practices Commission 10 Parties, Participants, Agents, and Section 84308 October 2023
F. WHAT ARE MY RESPONSIBILITIES IF I HAVE MADE
GREATER THAN $250 IN CONTRIBUTIONS WITHIN THE
PAST 12 MONTHS?

1. Prohibition on Further Contributions During a 12-Month Period Section 84308 prohibits parties, participants, and their agents from “mak[ing] a contribution of more than two hundred fifty dollars ($250) to any officer of [the agency the entitlement for use proceeding is before] during the proceeding and for 12 months following the date a final decision is rendered by the agency in the proceeding.” Each contribution beyond the $250 limit may constitute a separate violation of this provision. Accordingly, if you have already violated Section 84308 by contributing more than $250 to an officer during a 12-month period while a proceeding is pending and for 12 months thereafter, you should be aware that additional contributions in violation of Section 84308 may carry additional penalties.

Aggregation Example
You contributed $100 to a Planning Commissioner’s campaign committee on January 1, the day before you submitted a building permit application to the planning commission. On February 1, you contributed another $50 to the campaign committee, but did so through your business. On March 1, you hired an attorney to represent you and, that same day, your attorney submitted a letter in support of your application to the Planning Commission. Your attorney had previously contributed $100 to the Planning Commissioner’s campaign committee on February 1, before she became your agent. On April 1, your attorney contributes another $50 to the Planning Commissioner’s campaign committee. For purposes of aggregation, the relevant contributions are:
· January 1: Your personal $100 contribution
· February 1: Your business’s $50 contribution
· April 1: Your agent’s $50 contribution
In total, your aggregate contribution to the Planning Commissioner is $200 and does not need to be disclosed. Although your agent also donated another $100 to the Commissioner’s campaign committee on February 1, that contribution was made before she became your agent and, consequently, is not aggregated with your contributions. Accordingly, you (and those whose contributions are aggregated with yours, including your agent) may contribute an additional $50 within a 12-month period, but any more than that during the 12-month period would violate Section 84308 and must be disclosed.

ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 50, Packet Page 65 Fair Political Practices Commission 11 Parties, Participants, Agents, and Section 84308 October 2023

2. Disclosure
If you are a party to an entitlement for use proceeding and your aggregate contribution to an officer of the agency over the past 12 months is greater than $250, you are required to disclose the contribution as follows:
· Timing:
o Contributions Made Before Pending Proceeding: If you made the contribution before the proceeding is pending, you must make the disclosure on the date you file your application or otherwise initiate the proceeding (Note: you do not violate Section 84308 by making a contribution greater than $250 during the 12 months preceding an entitlement for use proceeding, but such contributions must still be disclosed);
o Contributions Made During Pending Proceeding: If you made a contribution exceeding $250 while the proceeding is pending (in violation of Section 84308), you are required to disclose that contribution within 30 days of making the contribution, or the date on which you make your first appearance before or communication with the agency regarding the proceeding following the contribution, whichever is earliest. o Agents: If an agent of yours makes an appearance before or communicates with the agency subsequent to your previous disclosure, you or the agent must disclose the agent’s identity on the date of the agent’s first appearance or communication with the agency following your disclosure. · Contents: The disclosure must include:
o The amount contributed by you, your agent, and those required to be aggregated with your contributions under Section 82015.5 within the preceding 12 months; and
o The name(s) of the contributor(s).
· Form: Neither Section 84308 nor its related regulations specify the exact form disclosure must take beyond the requirements discussed in the “Disclosure” section above. Given the wide variety of agencies and jurisdictions Section 84308 applies to, disclosure may take different forms. Your disclosure must be made “on the record of the proceeding,” and, if applicable, conform to the format specified by the agency. This may include, for example, noting the contribution on your application or submitting a separate form to accompany your application.

Note: While a party to a proceeding is required to follow the disclosure procedure described above, a participant in a proceeding does not have any disclosure requirements. However, a participant is still prohibited from contributing more than $250 while the proceeding is pending and for 12 months thereafter.

ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 51, Packet Page 66 Fair Political Practices Commission 12 Parties, Participants, Agents, and Section 84308 October 2023
G. FREQUENTLY ASKED QUESTIONS

1. What are the potential consequences for violating Section 84308? As with most provisions of the Political Reform Act, a violation of Section 84308 may result in a civil action brought by the FPPC for an amount up to five thousand dollars ($5,000) per violation.

The Political Reform Act also provides that, as a criminal matter, any person who knowingly or willingly violates any provision of the Act is guilty of a misdemeanor and subject to a fine of up to the greater of ten thousand dollars ($10,000) or three times the amount the person unlawfully contributed upon conviction for each violation.

2. What is the best way to know if I have a financial interest in an entitlement for use proceeding?
If you are a party in an entitlement for use proceeding, Section 84308’s requirements and prohibitions automatically apply to you. The relevance of a “financial interest” in an entitlement for use proceeding is only relevant to determining whether an individual qualifies as a “participant” for purposes of Section 84308.

If you have participated, or would like to participate in an entitlement for use proceeding but are unsure of whether you may qualify as a “participant,” under Section 84308, you should contact the FPPC with any questions. As a general rule, however, you have a financial interest in an entitlement for use proceeding if it is reasonably foreseeable the proceeding, or a governmental decision that is a part of the proceeding, would have a material financial effect on an economic interest of yours, such as a business interest, a real property interest, or a source of income. You may also find it helpful to review our guide on Officers and Section 84308, available on our website (https://www.fppc.ca.gov/learn/pay-to-play-limits-and-prohibitions.html), as it contains a more detailed discussion regarding the determination of financial interests for Section 84308 purposes. Additional information on conflicts of interest may be found at https://www.fppc.ca.gov/learn/conflicts-of-interest-rules.html.

3. If I am a party or qualify as a participant in an entitlement for use proceeding, does the $250 limit include contributions made by my spouse? In general, spouses’ contributions are not aggregated for purposes of disqualification under Section 84308, except in the following two scenarios:
(1) Where the proceeding involves property or a business that is owned jointly by the spouses; or
(2) Where the spouse is acting as the agent of the party or participant spouse.

ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 52, Packet Page 67 Fair Political Practices Commission 13 Parties, Participants, Agents, and Section 84308 October 2023

4. If my employer is a party in an entitlement for use proceeding, am I prohibited from contributing more than $250 to an officer of the agency? Are my contributions aggregated with my employer’s contributions? In most cases, the fact that your employer is a party in a proceeding will not impact your ability to contribute more than $250 to an officer of the agency the proceeding is pending before. The mere fact that you are an employee of a company does not mean you also qualify as a party, participant, or agent; rather, additional circumstances would have to apply.
· Parties: In order to be treated as a party based on the fact that your employer is a party—and therefore have your contributions aggregated with your employer’s—you would have to be more than merely a “rank-and-file” employee.

Rather, you would have to be an individual who directs or controls your employer’s campaign contributions or be the majority owner of the company. · Agents: To be considered an agent based on your employer’s status as a party, as discussed above, you would have to: (1) represent your employer for compensation; and (2) appear before or otherwise communicate with the governmental agency for the purpose of influencing the pending proceeding.

Example: if you felt strongly about the proceeding and decided to submit a public comment in support of your employer’s application in a proceeding—but did so in your personal capacity rather than as an employee as a part of your job—you would not qualify as an “agent” on the basis of your employment and communication with the agency, but you may still qualify as a participant. · Participants: If you communicate with an officer or agency for the purpose of influencing a proceeding, but do not do so as an agent, you may qualify as a participant. As discussed above, you will generally qualify as a participant in situations where: (1) you communicate with the agency or an officer of the agency for purposes of influencing the proceeding; and (2) you have a financial interest in the proceeding—that is, where the proceeding would have a reasonably foreseeable, material financial effect on your source of income.

In the ordinary context where your employer is a business entity or non-profit organization, a proceeding will be considered to have a reasonably foreseeable, material financial effect on the entity or organization if the entity/organization is a party in the proceeding.

5. Does Section 84308 apply the same way to non-profit organizations as it does to businesses?
In general, Section 84308 applies the same to non-profit organizations as it does to businesses and any other entity or individual. A non-profit organization may be subject to the $250 limit if the organization qualifies as a party, participant, or agent of a ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 53, Packet Page 68 Fair Political Practices Commission 14 Parties, Participants, Agents, and Section 84308 October 2023
party or participant. Similarly, as discussed in Question 4 above, officers and employees of a non-profit organization are not subject to Section 84308 unless the officers or employees themselves qualify as parties, participants, or agents.

The one distinction between Section 84308’s treatment of non-profit organizations compared to other entities is that the contributions of a non-profit officer whose contributions would ordinarily be aggregated with contributions by the non-profit pursuant to Section 82015.5 (see discussion above) are not aggregated if the non-profit officer is uncompensated.

6. What if the entitlement for use proceeding lasts longer than one year? Am I prohibited from contributing more than $250 even if the proceeding extends to, say, two or three years?
Section 84308’s $250 contribution limit applies to any 12-month period before, during, and immediately after an entitlement for use proceeding. In the event that a proceeding extends longer than 12 months, a party, participant, or agent would not violate Section 84308 by making an additional contribution, as long as the total contribution within the preceding 12 months was $250 or less.

For example, if on January 1, 2023, a party filed an application for an entitlement that would eventually be considered by the city council and, that same day, the party contributed $250 to each city councilmember, then on January 1, 2024, the party would be permitted to contribute an additional $250 to each city councilmember and would not be required to disclose those contributions.

Re-framing the above example, suppose the party contributed only $150 to each councilmember on January 1, 2023, then contributed an additional $100 to each councilmember on July 1, 2023. On January 1, 2024, the party would be permitted to contribute an additional $150, not $250 as in the above example. This is because the $100 contribution from July 1, 2023 occurred within the preceding 12 months. If the party contributed $150 on January 1, 2023, and $100 on July 1, 2023, the party would be permitted to contribute another $250 on July 1, 2024, because at that point the party would not have made any contribution within the preceding 12 months.

7. What if it has been less than 12 months since I made a contribution in 2022? Do contributions made in 2022 count toward the $250 limit? Under Regulation 18438, Section 84308’s provisions, as amended by SB 1439 and effective as of January 1, 2023, do not apply to contributions received prior to that date. Accordingly, if you made a contribution to an elected official in 2022, that contribution does not implicate Section 84308’s prohibitions and requirements (e.g., a party is not required to disclose a $250+ contribution that occurred in 2022).

ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 54, Packet Page 69 Fair Political Practices Commission 15 Parties, Participants, Agents, and Section 84308 October 2023

8. May I contribute $250 to one committee controlled by a candidate and also contribute $250 to another committee controlled by the same candidate? The $250 limit applies to each candidate, not each committee, such that a party, participant, or agent may not donate more than $250 across all of an officer’s controlled committees.

9. Are project labor agreements establishing the terms and conditions of employment for workers on certain projects considered exempt “labor contracts” under Section 84308?
Yes. A “labor contract” is defined as “a contract or agreement reached through collective bargaining or with a representative group regarding the salary, benefits, or terms and conditions under an employment or retirement policy for employees or retirees, including a project labor agreement entered into under Public Contract Code Section 2500.”

10. If a union representative provides public comment in support or in opposition of a governmental decision and indicates the decision will have a financial impact on its members, is the union considered a “participant”? To be a “participant,” a person or entity (including a non-profit organization) must have a financial interest in the proceeding. A non-profit organization such as a union does not necessarily have a financial interest in a proceeding solely because it would be beneficial to the organization’s members. Rather, the proceeding would need to have a reasonably foreseeable, material financial effect on the organization itself. The relevant standards for determining a reasonably foreseeable, material financial effect on a nonprofit organization are:
· Change in Receipts: The decision may result in an increase or decrease of the organization's annual gross receipts, or the value of the organization's assets or liabilities, in an amount equal to or more than: $1,000,000; or five percent of the organization's annual gross receipts and the increase or decrease is equal to or greater than $10,000.
· Change in Expenses: The decision may cause the organization to incur or avoid additional expenses or to reduce or eliminate expenses in an amount equal to or more than: $250,000; or one percent of the organization's annual gross receipts and the change in expenses is equal to or greater than $2,500. · Impact on Real Property: The official knows or has reason to know that the organization has an interest in real property and: the property is a named party in, or the subject of, the decision; or there is clear and convincing evidence the decision would have a substantial effect on the property.

Accordingly, unless it is reasonably foreseeable that a non-profit organization would experience any of the above financial effects (e.g., the union’s receipt of union dues increases by $1,000,000 as a result of the increased union wages caused by a ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 55, Packet Page 70 Fair Political Practices Commission 16 Parties, Participants, Agents, and Section 84308 October 2023
government contract), the non-profit organization will not qualify as a “participant” and an officer is not prohibited from receiving more than $250 from the organization advocating for or against a particular decision in an entitlement proceeding.

ATTACHMENT 4
Council Regular Meeting, 9/17/2024, Item No. 4., Item Page 56, Packet Page 71 Council
Agenda Report
FROM: David J. Hober, Chief of Police
Prepared By: Gabriel Kaster, Lieutenant
SUBJECT: Authorize Flock Group, Inc. Automated License Plate Recognition (ALPR) Equipment Purchase and Three-Year Service Agreement with the Option to Renew for an Additional Two Years for a Total of $651,900, and Authorize the Appropriation of Neighborhood and Community Improvement Program ***(NCIP)*** Funds to Fund the Project (Exempt from CEQA, Article 19, Section 15301, Class 1 and Article 19, Section 15303, Class 3)
RECOMMENDATION:

That the City Council adopt a resolution authorizing the City Manager, or his designee, to enter into a contract to purchase an Automated License Plate Reader (ALPR) system from the Flock Group, Inc. (Flock) and three-year service agreement with the option to renew for an additional two years for a total cost of $651,900, and authorize the appropriation of Neighborhood and Community Improvement Program (NCIP) funds to partially fund the project.

VALUE DRIVERS:

POLICY IMPLICATIONS:

This purchase is consistent with the City’s past practice of implementing mature, efficient, and effective technical capabilities to assist staff in their support of our community and the City Council’s mission to provide a safe, healthy and economically vibrant community.

The recommended action is consistent with Council policy to approve all budget recommendations and with established policy and procedures for adopting the annual NCIP project list and budget (NCIP Policies and Procedures Manual, September 7, 2021).

On June 6, 2024, the NCIP Committee voted on recommended NCIP projects for Fiscal Year (FY) 2024/25. The NCIP Committee ranked the ALPR project number 16 out of 80 with 123 out of a possible 150 points.

Pursuant to City Code Section 2-4.01(c), on August 13, 2024, the Planning Commission determined this project to be consistent with the General Plan.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No Date: 9/17/2024
Item No.: 5.

Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 1, Packet Page 72 №10/24
FISCAL IMPLICATIONS:

Monterey City Code section 28-15(c)(3) allows for an exemption from formal bidding requirements in cases where the contract or purchase is capable of being performed through purchasing contracts negotiated by another governmental agency that utilized acceptable bidding procedures (“piggyback” agreements). The ALPR system will be purchased from Flock Group, Inc. by utilizing Flock’s contract with the City of Redwood City. The Finance Director’s designee approved the piggyback request on September 4, 2024. The pending purchase will total $651,900 including equipment, installation and a total of five years of service.

The cost breakdown is as follows:

Year 1 (FY 2024-25) $145,900 (NCIP Funding)
Year 2 (FY 2025-26) $126,500 (General Fund and NCIP)
Year 3 (FY 2026-27) $126,500 (General Fund and Potential NCIP) Year 4 (FY 2027-28) $126,500 (General Fund and Potential NCIP) Year 5 (FY 2028-29) $126,500 (General Fund and Potential NCIP) Total Contract: $651,900
Two NCIP projects are providing funding to the purchase and operation of the MPD ALPR system. NCIP project nip2313 was approved and funded at $40,000 by City Council on September 20, 2022, Resolution No. 22-131, to provide for security cameras in the Del Monte Beach Neighborhood. The NCIP Committee has also recommended that City Council approve and fund the purchase and installation of ALPR cameras and associated equipment in neighborhoods across the City during the FY 2024/25 NCIP cycle.

The recommended level of funding for the FY 2024/25 NCIP ALPR project is $130,000. These two NCIP projects would provide funding in the amount of $170,000, which will provide $145,900 for Year 1 (FY 2024-25) and $24,100 for Year 2 (FY 2025-26).

The NCIP ALPR project has been identified for early adoption and funding this year to meet the existing need and timing of the contract award identified by the Monterey Police Department (MPD).

Funding for Years 2, 3, 4, and 5 would be included in future budgets and would be coming from the General Fund with potential contributions from the NCIP.

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 and Article 19, Section 15303, Class 3) because the project consists of the installation of a citywide ALPR camera system either on existing poles or new poles. Furthermore, the project does not qualify for any of the exceptions to 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 Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 2, Packet Page 73 №10/24
may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply in all instances, except where the project may have an 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 involves both the installation of ALPR cameras on existing poles and a limited number of new poles.

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 impact historic resources as the cameras will be installed on buildings. The majority of the ALPR cameras will be installed on existing poles. Of the ALPR cameras that will be installed on new poles, only a limited number of poles are located in an area of high archeological sensitivity as shown in the General Plan EIR. A footing will be required for the new poles. These installations will require that in the event of unanticipated remains are discovered that the appropriate procedures set forth in California Public Resources Code Section 5097.98 and State Health and Safety Code Section 7050.5 are followed. Therefore, the project would not have an impact on historical or archeological resources.

ALTERNATIVES CONSIDERED:

The Council could choose not to purchase the Flock ALPR equipment and system package.

This action is not recommended, as MPD Police Officers would not have access to a fully functional fixed and mobile ALPR program that can identify vehicles associated with criminal activity, and both deter and solve serial criminal activities. Additionally, on April 2, 2024, Council approved the MPD ALPR system.

Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 3, Packet Page 74 №10/24
DISCUSSION:

The Monterey Police Department’s roadmap to a fully functional ALPR system (fixed and mobile) included public engagement and outreach efforts on November 21, 2023 (Council presentation), January 22, 2024 and February 8, 2024 (Town Hall meetings) and a final presentation to City Council on April 2, 2024, where council directed that the Monterey Police Department proceed with the implementation of an Automated License Plate Recognition (ALPR) program; that the ALPR audit report be shared with the City Attorney by the Police Chief after a year into the program; that any changes to the policy be brought to the City Council for approval; and that the Police Chief bring an ALPR report to Council a year into the program.

California Civil Code – Title 1.81.23 – Collection of License Plate Information [1798.90.5 – 1798.90.55] provides legislative mandates related to public agencies that operate or intend to operate ALPR systems. Specifically, §1798.90.55(a) relates, A public agency that operates or intends to operate an ALPR system shall provide an opportunity for public comment at a regularly scheduled public meeting of the governing body of the public agency before implementing the program. The City has complied with the legislative requirements.

The proposed vendor, Flock, provides a cloud-based solar and battery-powered camera system that utilizes a cellular network. Staff is requesting City Council authorize a three-year agreement with the option to extend the agreement for an additional two years. If the City chooses to renew services at the end of the three-year term, the vendor will update all hardware and software to the latest and greatest technology.

The contract includes hardware procurement, installation, training, maintenance, and quality control of the ALPR camera system which simplifies operations and reduces ongoing costs.

The Flock ALPR is the only ALPR system that has partnered with MPD’s existing Axon Fleet 3 in-car camera system. This partnership makes it easier and more cost-effective for MPD to deploy a smart, ethically-designed network of both fixed and mobile ALPR capabilities. The Flock ALPR camera solution has addressed privacy concerns by creating systems that are intended to identify vehicles, license plates, and/or makes and models of vehicles, but not vehicle occupants. The Flock camera captures multiple lanes and can identify vehicles up to 250 feet in the distance to expand evidence capture.

Implementing technology of this type will provide the Monterey Police Department the most contemporary technology to assist in identifying those involved in crime, including violent crime, retail theft, vehicle theft, and other criminal activity. Many communities in Monterey County, including police departments from the cities of Carmel-by-the-Sea, Pacific Grove, Seaside, Sand City, Marina, and Salinas, as well as the Monterey County Sheriff’s Office, are utilizing Flock ALPR technology and finding success in apprehending suspects and deterring crime.

Investing in a fully functional Flock ALPR solution will ensure the City is equipped with technology that will solve, deter, and proactively suppress crime and reduce the fear of crime in Monterey and on the Monterey Peninsula through vehicle data and information sharing.

Staff requests City Council’s authorization to use NCIP monies to fund Year 1 of this program, to continue requesting funding from the NCIP in future years, and to contract with Flock Group, Inc. to purchase the Flock ALPR system that includes cameras, solar panels, installation, Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 4, Packet Page 75 №10/24
maintenance, and quality control of the ALPR camera system; a cloud-based solution that ensures transparency and provides critical evidence and investigative capabilities.

DH/gk
Attachments: 1. Resolution
e: Angie Blake, Chief Information Officer
Rafaela King, Finance Director
Chinyere Ogbonna, NCIP Committee Chair
Dennis Duke, NCIP Committee Vice Chair
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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 5, Packet Page 76 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24
AUTHORIZING FLOCK GROUP, INC. AUTOMATED LICENSE PLATE RECOGNITION (ALPR) EQUIPMENT PURCHASE AND THREE-YEAR SERVICE AGREEMENT WITH THE OPTION TO RENEW FOR AN ADDITIONAL TWO YEARS FOR $651,900 AND AUTHORIZE

THE APPROPRIATION OF NEIGHBORHOOD AND COMMUNITY IMPROVEMENT PROGRAM ***(NCIP)*** FUNDS TO FUND THE PROJECT
WHEREAS, the City of Monterey Police Department would like to enter into a contract with Flock Group, Inc. to purchase Automated License Plate Recognition (ALPR) technology and a three-year service agreement with the option to renew for an additional two years; WHEREAS, the Monterey Police Department adopted an ALPR policy that was approved by the Monterey City Council after a public hearing as required by law; WHEREAS, the Monterey Police Department does not currently have an ALPR system.

Flock Group, Inc. provides a cloud-based solar and battery-powered camera system that utilizes a cellular network. Flock Group, Inc. provides the installation, maintenance, and quality control of the ALPR camera system, which is included in the initial and annual cost. Implementing technology of this type will allow the Monterey Police Department to utilize the most contemporary technologies to assist in identifying those involved in crime, including violent crime, retail theft, and other criminal activity;
WHEREAS, Monterey City Code section 28-15(c)(3) allows for an exemption from formal bidding requirements in cases where the contract or purchase is capable of being performed through purchasing contracts negotiated by another governmental agency that utilized acceptable bidding procedures (“piggyback” agreements). This acquisition will be purchased from Flock Group, Inc. by “piggybacking” the Flock Group’s contract with the City of Redwood City. The Finance Director, or her designee, approved the piggyback request on September 4, 2024. The pending purchase will total $651,900, including sales tax and delivery; WHEREAS, NCIP project nip2313 was approved and funded at $40,000 by the City Council on September 20, 2022, with Resolution No. 22-131, and the NCIP Committee has also recommended that City Council approve and fund the purchase and installation of ALPR cameras and associated equipment in neighborhoods across the City during the FY 2024/2025 NCIP cycle. The recommended level of funding for the FY 2024/25 NCIP ALPR project is $130,000. These two projects will provide NCIP funding for FY 2024/25 in the amount of $170,000. Funding for future years will be included in future budgets and will be coming from the General Fund with potential contributions from the NCIP; WHEREAS, the NCIP ALPR project has been identified for early adoption and funding this year to meet the existing need and timing of the contract award identified by the Monterey Police Department; 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 and Article 19, Section 15303, Class 3) because the project consists of the installation of a citywide ALPR camera system either on existing poles or new poles. Furthermore, the project Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 6, Packet Page 77 does not qualify for any of the exceptions to 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 have an 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.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby authorizes the City Manager, or his designee, to appropriate Council Regular Meeting, 9/17/2024, Item No. 5., Item Page 7, Packet Page 78 $170,000 in NCIP funds in FY 2024/25 and FY 2025/26 for the ALPR program and contract with Flock Group, Inc. to purchase the Flock ALPR system and the three-year service agreement with options to renew for two additional years.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 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, 9/17/2024, Item No. 5., Item Page 8, Packet Page 79 Council
Agenda Report
FROM: Andrea Renny, Public Works Director
Prepared By: Rex Van Slyke, Fleet Manager
SUBJECT: Approve the Purchase of One (1) Backhoe in the Amount of $172,343.41 from Sonsray Machinery, LLC (Not a project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council adopt a resolution approving the purchase of a CASE 590SN backhoe from Sonsray Machinery, LLC in the amount of $172,343.41.

VALUE DRIVERS:

POLICY IMPLICATIONS:

This action is consistent with Council’s strategic priority to carefully manage City revenues and expenditures which support the delivery of City services. This action is also consistent with policy requiring Council approval of agreements exceeding $75,000.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No FISCAL IMPLICATIONS:

The purchase of one (1) Parks Division backhoe was included in the list of vehicles to be replaced this fiscal year as part of the FY 25 budget process. Funding will come from the FY25 Vehicle Replacement Fund 705-110-1130-5210/807-4503. The current balance of the account is $220,000. The CASE 590SN backhoe will be purchased from Sonsray Machinery, LLC “piggybacking” under the CASE Construction Sourcewell Contract 011723-CNH (Monterey City Code section 28-14 for $172,343.41 including tax, delivery and a 48 month/4,000 hour extended warranty. The Finance Department approved this piggyback purchase on August 12, 2024.

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 Date: 9/17/2024
Item No.: 6.

Council Regular Meeting, 9/17/2024, Item No. 6., Item Page 1, Packet Page 80 №10/24
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 not to replace the requested vehicle at this time. This action is not recommended as the current Parks Division backhoe #9004 is 20 years old. Typically, these vehicles have a 20-year lifecycle. Electric Vehicle (EV) options were considered, but there are currently no EV alternatives available in the heavy equipment market, and it will likely not be a viable option for at least three to five years. Staff needs to maintain safe, reliable equipment to perform City services and, in this case, remain in compliance with the California Air Resources Board, as the old #9004 backhoe has no emissions controls.

DISCUSSION:

The Parks Division backhoe has reached the point where it is no longer a reliable front-line piece of equipment. This backhoe is needed at the marina and beach for daily routine duties as well as emergency duties that arise within the scope of the Parks Division’s operations. A replacement backhoe would allow Parks Division staff to efficiently address the many tasks currently performed without the fear of an equipment breakdown mid-project. Replacement of this vehicle will also assist the City with meeting its California In-Use Off-Road Diesel Powered Equipment compliance goals.

Fleet
ID
Model
Year
Type Engine
Hours /
Equivalent
Miles
3 Yr.

Total
Fuel
3 Yr.

Maintenance
Costs
Total
Maintenance
Cost
9004 2004 John Deere 310
SG backhoe
5,066 /
303,9601
2,086 15,028 182,381
The 2004 John Deere 310 backhoe would be replaced with a CASE 590SN backhoe.

By utilizing the CASE Construction Sourcewell Contract 011723-CNH (Monterey City Code section 28-14), the City will receive a 28% discount off of the MSRP, which results in a savings of approximately $57,688 for the purchase of this backhoe. The Finance Department approved this piggyback purchase on August 12, 2024.

AR/rvs
Attachments: 1. Resolution
e: Sonsray Machinery of Salinas, CA
Louie Marcuzzo, Park Operations 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.gov/Submitted-Comments
1 The "60x formula" is an estimation method used in the fleet management industry to convert engine hours into an equivalent number of miles, particularly for equipment like backhoes or other machinery. The formula is based on the idea that one hour of engine operation is roughly equivalent to driving 60 miles in a vehicle. Hence, the equivalent mileage for this vehicle with 5,066 engine hours is 303,960 equivalent miles.

Council Regular Meeting, 9/17/2024, Item No. 6., Item Page 2, Packet Page 81 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24
APPROVING THE PURCHASE OF ONE (1) PARKS DIVISION BACKHOE FROM SONSRAY MACHINERY, LLC IN THE AMOUNT OF $172,343.41
WHEREAS, the City of Monterey wishes to purchase one (1) Parks Division backhoe.

This backhoe will replace the current John Deere Backhoe #9004; WHEREAS, the City wishes to enter into a contract with Sonsray Machinery under the Case Construction Sourcewell Contract 011723-CNH, utilizing the accepted “piggyback” purchasing process (Monterey City Code 28-14) for the purchase of one (1) new Case Backhoe; WHEREAS, the City evaluated the procurement process utilized by Sourcewell and determined it to be an acceptable “piggyback” purchasing option allowing the City to utilize multi-agency contract pricing. The Finance Department approved the “piggyback” request on August 12, 2024;
WHEREAS, the City of Monterey has funds appropriated in the FY25 Vehicle Replacement Fund, Account No. 705-110-1130-5210/807-4503 to purchase the replacement for the Parks Division backhoe; 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 FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby approves the purchase of one (1) Parks Division backhoe from Sonsray Machinery, LLC in the amount of $172,343.41.

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:

Council Regular Meeting, 9/17/2024, Item No. 6., Item Page 3, Packet Page 82 ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 9/17/2024, Item No. 6., Item Page 4, Packet Page 83 Council
Agenda Report
FROM: Rafaela T. King, CPA, MBA, Finance Director
SUBJECT: Adopt a Resolution for the FY 2024/25 Salary Schedules for Regular Full-Time, Regular Part-Time and Part-Time/Seasonal Employees Effective July 1, 2024 (Not a Project under CEQA Article 20, Section 15378 and under General Rule Article 5, Section 15061)
RECOMMENDATION:

That the City Council adopt a resolution to approve the FY 2024/25 Salary Schedule for Regular Full-time, Regular Part-time, and Part-Time/Seasonal employees effective July 1, 2024.

VALUE DRIVERS:

Serve as stewards of the City’s financial resources and provide sufficient resources and support to develop, retain, and recruit a high-quality city workforce POLICY IMPLICATIONS:

This action meets the requirements of California Code of Regulations, Title 2, Section 570.5, and Government Code section 20636(b)(1), which require governing bodies of local agencies contracting with CalPERS to adopt a publicly available pay schedule.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

There are no fiscal implications to adopting the salary schedules, as current salaries are included in the adopted budget.

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: 9/17/2024
Item No.: 7.

Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 1, Packet Page 84 №10/24
ALTERNATIVES CONSIDERED:

No alternatives are recommended. The salaries included in the attached resolution have previously been authorized by the Council’s adoption of resolutions.

DISCUSSION:

Local agencies contracting with CalPERS, the agency that manages pension and health benefits for most public employees in California, must make available a pay schedule that identifies each position by title, the pay rate amount or ranges for each identified position, and the time base upon which the amounts are established. Regular employees who work in a fulltime (FT) or regular part-time (RPT) classification participate in the City’s retirement system contracted through CalPERS.

The Full-Time Salary Schedule reflects the salaries for the majority of City employees working in a full-time classification. The Regular Part-Time Salary Schedule reflects regular part-time employees as defined by Section 25-2.34 of the City Code, in classifications approved to work between 1,000 and 1,560 hours per fiscal year. Part-Time Salary Schedule reflects the hourly rate for part-time employees.

RTK
Attachments: 1. Resolution

2. Exhibit A: FY2024/25 Salary Schedules
e: Brette Neal, Human Resources 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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 2, Packet Page 85 RESOLUTION NO. __- ___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№07/19
ADOPTING THE FY 2024/25 SALARY SCHEDULES FOR REGULAR FULL-TIME, REGULAR PART-TIME AND PART-TIME EMPLOYEES EFFECTIVE JULY 1, 2024 WHEREAS, the Council has previously authorized the establishment of all employee classifications and salaries for regular full-time and regular part-time employees and hourly rates for part-time seasonal employees;
WHEREAS, California Code of Regulations, Title 2, Section 570.5, and Government Code section 20636(b)(1), require governing bodies of local agencies contracting with CalPERS to adopt a publicly available pay schedule; 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 adopts the FY 2024/25 salary schedule as reflected in Exhibit A effective July 1, 2024.

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, 9/17/2024, Item No. 7., Item Page 3, Packet Page 86 City of Monterey
Full-Time Salary Schedule and Regular
Part-Time Hourly Schedule
FY 24/25
Effective: 07-01-24 to 06-30-25

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 4, Packet Page 87 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 3310 ACCOUNTANT/AUDITOR ft gem Step: 1076 3,887.00 93,288.00 076 3310 ft gem Step: 2076 4,082.00 97,968.00
3310 ft gem Step: 3076 4,288.00 102,912.00
3310 ft gem Step: 4076 4,500.00 108,000.00
3310 ft gem Step: 5076 4,724.00 113,376.00
3313 ACCOUNTING ASSISTANT ft gem Step: 1268 2,523.00 60,552.00 268 3313 ft gem Step: 2268 2,649.00 63,576.00
3313 ft gem Step: 3268 2,782.00 66,768.00
3313 ft gem Step: 4268 2,921.00 70,104.00
3313 ft gem Step: 5268 3,069.00 73,656.00
3320 ACCOUNTING SPECIALIST ft gem Step: 1285 3,018.00 72,432.00 285 3320 ft gem Step: 2285 3,167.00 76,008.00
3320 ft gem Step: 3285 3,323.00 79,752.00
3320 ft gem Step: 4285 3,491.00 83,784.00
3320 ft gem Step: 5285 3,666.00 87,984.00
1203 ADMINISTRATIVE ANALYST ft mea Step: 1015 3,931.00 94,344.00 015 1203 ft mea Step: 2015 4,130.00 99,120.00
1203 ft mea Step: 3015 4,335.00 104,040.00
1203 ft mea Step: 4015 4,552.00 109,248.00
1203 ft mea Step: 5015 4,780.00 114,720.00
3307 ADMINISTRATIVE ASSISTANT ft gem Step: 1373 2,288.00 54,912.00 373 3307 ft gem Step: 2373 2,403.00 57,672.00
3307 ft gem Step: 3373 2,523.00 60,552.00
3307 ft gem Step: 4373 2,649.00 63,576.00
3307 ft gem Step: 5373 2,782.00 66,768.00
3307 ft gem Step: 6373 2,921.00 70,104.00
3307 ft gem Step: 7373 3,069.00 73,656.00
6112 ADMINISTRATIVE SERVICES TECH ft gem Step: 1731 3,009.00 72,216.00 731 6112 ft gem Step: 2731 3,161.00 75,864.00
6112 ft gem Step: 3731 3,316.00 79,584.00
6112 ft gem Step: 4731 3,483.00 83,592.00
6112 ft gem Step: 5731 3,659.00 87,816.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 1 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 5, Packet Page 88 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 5303 AQUATICS COORDINATOR pt gem Step: 1114 3,348.00 80,352.00 114 5303 pt gem Step: 2114 3,515.00 84,360.00
5303 pt gem Step: 3114 3,692.00 88,608.00
5303 pt gem Step: 4114 3,876.00 93,024.00
5303 pt gem Step: 5114 4,070.00 97,680.00
5301 AQUATICS SPECIALIST II pt gem Step: 1302 2,184.00 52,416.00 302 5301 pt gem Step: 2302 2,292.00 55,008.00
5301 pt gem Step: 3302 2,407.00 57,768.00
5301 pt gem Step: 4302 2,526.00 60,624.00
5301 pt gem Step: 5302 2,652.00 63,648.00
1207 ASSISTANT CITY ATTORNEY pt mea Step: 1200 7,745.00 185,880.00 200 1207 pt mea Step: 2200 8,154.00 195,696.00
1207 pt mea Step: 3200 8,583.00 205,992.00
1207 pt mea Step: 4200 9,035.00 216,840.00
1207 pt mea Step: 5200 9,510.00 228,240.00
1122 ASSISTANT CITY MANAGER ft exec Step: 5010 10,405.00 249,720.00 010 1264 ASSISTANT FINANCE DIRECTOR ft mea Step: 1263 6,589.00 158,136.00 263 1264 ft mea Step: 2263 6,919.00 166,056.00
1264 ft mea Step: 3263 7,265.00 174,360.00
1264 ft mea Step: 4263 7,628.00 183,072.00
1264 ft mea Step: 5263 8,011.00 192,264.00
2205 ASSISTANT FIRE CHIEF ft fma Step: 1325 8,259.00 198,216.00 325 2205 ft fma Step: 2325 8,667.00 208,008.00
2205 ft fma Step: 3325 9,104.00 218,496.00
2205 ft fma Step: 4325 9,560.00 229,440.00
2205 ft fma Step: 5325 10,036.00 240,864.00
1298 ASSISTANT HR DIRECTOR ft mea Step: 1370 6,501.00 156,024.00 370 1298 ft mea Step: 2370 6,827.00 163,848.00
1298 ft mea Step: 3370 7,169.00 172,056.00
1298 ft mea Step: 4370 7,527.00 180,648.00
1298 ft mea Step: 5370 7,904.00 189,696.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 2 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 6, Packet Page 89 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1205 ASSISTANT LIBRARY DIRECTOR pt mea Step: 1016 6,008.00 144,192.00 016 1205 pt mea Step: 2016 6,309.00 151,416.00
1205 pt mea Step: 3016 6,625.00 159,000.00
1205 pt mea Step: 4016 6,956.00 166,944.00
1205 pt mea Step: 5016 7,304.00 175,296.00
3309 ASSISTANT PLANNER ft gem Step: 1180 3,110.00 74,640.00 180 3309 ft gem Step: 2180 3,265.00 78,360.00
3309 ft gem Step: 3180 3,428.00 82,272.00
3309 ft gem Step: 4180 3,599.00 86,376.00
3309 ft gem Step: 5180 3,779.00 90,696.00
6724 ASSISTANT POLICE CHIEF ft plma Step: 1340 8,208.00 196,992.00 340 6724 ft plma Step: 2340 8,616.00 206,784.00
6724 ft plma Step: 3340 9,049.00 217,176.00
6724 ft plma Step: 4340 9,501.00 228,024.00
6724 ft plma Step: 5340 9,977.00 239,448.00
6722 ASSISTANT URBAN FORESTER pt gem Step: 1320 3,519.00 84,456.00 320 6722 pt gem Step: 2320 3,695.00 88,680.00
6722 pt gem Step: 3320 3,881.00 93,144.00
6722 pt gem Step: 4320 4,074.00 97,776.00
6722 pt gem Step: 5320 4,280.00 102,720.00
1208 ASSOCIATE CIVIL ENGINEER ft mea Step: 1018 4,852.00 116,448.00 018 1208 ft mea Step: 2018 5,093.00 122,232.00
1208 ft mea Step: 3018 5,349.00 128,376.00
1208 ft mea Step: 4018 5,614.00 134,736.00
1208 ft mea Step: 5018 6,236.00 149,664.00
4202 ASSOCIATE PLANNER ft gem Step: 1097 3,973.00 95,352.00 097 4202 ft gem Step: 2097 4,173.00 100,152.00
4202 ft gem Step: 3097 4,382.00 105,168.00
4202 ft gem Step: 4097 4,601.00 110,424.00
4202 ft gem Step: 5097 4,833.00 115,992.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 3 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 7, Packet Page 90 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1290 ASST DIR OF INFO RESOURCES ft mea Step: 1357 6,168.00 148,032.00 357 1290 ft mea Step: 2357 6,477.00 155,448.00
1290 ft mea Step: 3357 6,802.00 163,248.00
1290 ft mea Step: 4357 7,142.00 171,408.00
1290 ft mea Step: 5357 7,499.00 179,976.00
1226 ASST PARKING SUPERINTENDENT ft mea Step: 1237 4,467.00 107,208.00 237 1226 ft mea Step: 2237 4,689.00 112,536.00
1226 ft mea Step: 3237 4,924.00 118,176.00
1226 ft mea Step: 4237 5,170.00 124,080.00
1226 ft mea Step: 5237 5,429.00 130,296.00
6301 AUTOMOTIVE MECHANIC rpt gem Step: 1132 3,116.00 74,784.00 132 6301 rpt gem Step: 2132 3,270.00 78,480.00
6301 rpt gem Step: 3132 3,439.00 82,536.00
6301 rpt gem Step: 4132 3,607.00 86,568.00
6301 rpt gem Step: 5132 3,789.00 90,936.00
6501 BUILDING MAINT. CRAFTSWORKER ft gem Step: 1135 2,913.00 69,912.00 135 6501 ft gem Step: 2135 3,058.00 73,392.00
6501 ft gem Step: 3135 3,215.00 77,160.00
6501 ft gem Step: 4135 3,369.00 80,856.00
6501 ft gem Step: 5135 3,538.00 84,912.00
6502 BUILDING MAINT. SUPERVISOR ft gem Step: 1136 3,708.00 88,992.00 136 6502 ft gem Step: 2136 3,895.00 93,480.00
6502 ft gem Step: 3136 4,090.00 98,160.00
6502 ft gem Step: 4136 4,293.00 103,032.00
6502 ft gem Step: 5136 4,508.00 108,192.00
6503 BUILDING MAINTENANCE WORKER ft gem Step: 1137 2,229.00 53,496.00 137 6503 ft gem Step: 2137 2,340.00 56,160.00
6503 ft gem Step: 3137 2,457.00 58,968.00
6503 ft gem Step: 4137 2,580.00 61,920.00
6503 ft gem Step: 5137 2,709.00 65,016.00
6503 ft gem Step: 6137 2,843.00 68,232.00
6503 ft gem Step: 7137 2,986.00 71,664.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 4 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 8, Packet Page 91 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 4306 BUILDING TECHNICIAN ft gem Step: 1196 3,526.00 84,624.00 196 4306 ft gem Step: 2196 3,702.00 88,848.00
4306 ft gem Step: 3196 3,890.00 93,360.00
4306 ft gem Step: 4196 4,083.00 97,992.00
4306 ft gem Step: 5196 4,290.00 102,960.00
3334 BUSINESS LICENSE INSPECTOR ft gem Step: 1247 3,270.00 78,480.00 247 3334 ft gem Step: 2247 3,439.00 82,536.00
3334 ft gem Step: 3247 3,607.00 86,568.00
3334 ft gem Step: 4247 3,789.00 90,936.00
3334 ft gem Step: 5247 3,975.00 95,400.00
6702 CEMETERY COORDINATOR ft gem Step: 1157 3,348.00 80,352.00 157 6702 ft gem Step: 2157 3,515.00 84,360.00
6702 ft gem Step: 3157 3,692.00 88,608.00
6702 ft gem Step: 4157 3,876.00 93,024.00
6702 ft gem Step: 5157 4,070.00 97,680.00
6710 CEMETERY MAINTENANCE WORKER ft gem Step: 1165 2,584.00 62,016.00 165 6710 ft gem Step: 2165 2,715.00 65,160.00
6710 ft gem Step: 3165 2,852.00 68,448.00
6710 ft gem Step: 4165 2,993.00 71,832.00
6710 ft gem Step: 5165 3,142.00 75,408.00
1300 CHIEF INFORMATION OFFICER ft mea Step: 1011 7,038.00 168,912.00 011 1300 ft mea Step: 2011 7,390.00 177,360.00
1300 ft mea Step: 3011 7,759.00 186,216.00
1300 ft mea Step: 4011 8,147.00 195,528.00
1300 ft mea Step: 5011 8,554.00 205,296.00
1270 CHIEF OF INSPCT SRVC/BLDG OFF. ft mea Step: 1311 6,579.00 157,896.00 311 1270 ft mea Step: 2311 6,905.00 165,720.00
1270 ft mea Step: 3311 7,255.00 174,120.00
1270 ft mea Step: 4311 7,616.00 182,784.00
1270 ft mea Step: 5311 7,996.00 191,904.00
1104 CITY ATTORNEY pt exec Step: 5002 11,287.00 270,888.00 002 General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 5 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 9, Packet Page 92 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1221 CITY CLERK ft mea Step: 1031 5,087.00 122,088.00 031 1221 ft mea Step: 2031 5,404.00 129,696.00
1221 ft mea Step: 3031 5,723.00 137,352.00
1221 ft mea Step: 4031 6,039.00 144,936.00
1221 ft mea Step: 5031 6,358.00 152,592.00
1101 CITY MANAGER ft exec Step: 5001 12,197.00 292,728.00 001 1254 CITY TRAFFIC ENGINEER pt mea Step: 1050 6,168.00 148,032.00 050 1254 pt mea Step: 2050 6,477.00 155,448.00
1254 pt mea Step: 3050 6,802.00 163,248.00
1254 pt mea Step: 4050 7,142.00 171,408.00
1254 pt mea Step: 5050 7,499.00 179,976.00
4308 CODE COMPLIANCE COORDINATOR ft gem Step: 1326 3,878.00 93,072.00 326 4308 ft gem Step: 2326 4,073.00 97,752.00
4308 ft gem Step: 3326 4,277.00 102,648.00
4308 ft gem Step: 4326 4,490.00 107,760.00
4308 ft gem Step: 5326 4,716.00 113,184.00
1299 COMMUNICATIONS MANAGER ft mea Step: 1048 4,480.00 107,520.00 048 1299 ft mea Step: 2048 4,704.00 112,896.00
1299 ft mea Step: 3048 4,939.00 118,536.00
1299 ft mea Step: 4048 5,187.00 124,488.00
1299 ft mea Step: 5048 5,447.00 130,728.00
1110 COMMUNITY DEVELOPMENT DIRECTOR ft exec Step: 5006 9,084.00 218,016.00 006 6805 COMMUNITY SERVICE OFFICER ft gem Step: 1353 2,747.00 65,928.00 353 6805 ft gem Step: 2353 2,887.00 69,288.00
6805 ft gem Step: 3353 3,031.00 72,744.00
6805 ft gem Step: 4353 3,181.00 76,344.00
6805 ft gem Step: 5353 3,344.00 80,256.00
1266 CONFERENCE CENTER GENERAL MGR ft mea Step: 1303 5,827.00 139,848.00 303 1266 ft mea Step: 2303 6,119.00 146,856.00
1266 ft mea Step: 3303 6,424.00 154,176.00
1266 ft mea Step: 4303 6,748.00 161,952.00
1266 ft mea Step: 5303 7,081.00 169,944.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 6 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 10, Packet Page 93 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1287 CONSTRUCTION PROJECT MANAGER ft mea Step: 1345 4,775.00 114,600.00 345 1287 ft mea Step: 2345 5,018.00 120,432.00
1287 ft mea Step: 3345 5,266.00 126,384.00
1287 ft mea Step: 4345 5,523.00 132,552.00
1287 ft mea Step: 5345 5,800.00 139,200.00
8101 COUNCIL MEMBER ft counc Step: 1301 482.63 11,583.12 301 6510 CUSTODIAN pt gem Step: 1143 1,977.00 47,448.00 143 6510 pt gem Step: 2143 2,078.00 49,872.00
6510 pt gem Step: 3143 2,181.00 52,344.00
6510 pt gem Step: 4143 2,288.00 54,912.00
6510 pt gem Step: 5143 2,407.00 57,768.00
1121 DEPUTY CITY ATTORNEY II pt mea Step: 1037 4,940.00 118,560.00 037 1121 pt mea Step: 2037 5,187.00 124,488.00
1121 pt mea Step: 3037 5,447.00 130,728.00
1121 pt mea Step: 4037 5,717.00 137,208.00
1121 pt mea Step: 5037 6,001.00 144,024.00
2204 DEPUTY FIRE MARSHALL pt mffa Step: 1209 5,333.00 127,992.00 209 2204 pt mffa Step: 2209 5,599.00 134,376.00
2204 pt mffa Step: 3209 5,881.00 141,144.00
2204 pt mffa Step: 4209 6,169.00 148,056.00
2204 pt mffa Step: 5209 6,479.00 155,496.00
1294 DEPUTY PW DIRECTOR/ADMIN ft mea Step: 1017 6,168.00 148,032.00 017 1294 ft mea Step: 2017 6,477.00 155,448.00
1294 ft mea Step: 3017 6,802.00 163,248.00
1294 ft mea Step: 4017 7,142.00 171,408.00
1294 ft mea Step: 5017 7,499.00 179,976.00
1247 DEPUTY PW DIRECTOR/CITY ENGNR ft mea Step: 1046 6,542.00 157,008.00 046 1247 ft mea Step: 2046 6,869.00 164,856.00
1247 ft mea Step: 3046 7,212.00 173,088.00
1247 ft mea Step: 4046 7,570.00 181,680.00
1247 ft mea Step: 5046 7,951.00 190,824.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 7 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 11, Packet Page 94 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1209 DIVISION CHIEF pt fma Step: 1019 7,044.00 169,056.00 019 1209 pt fma Step: 2019 7,397.00 177,528.00
1209 pt fma Step: 3019 7,768.00 186,432.00
1209 pt fma Step: 4019 8,155.00 195,720.00
1209 pt fma Step: 5019 8,563.00 205,512.00
6203 ELECTRICIAN ft gem Step: 1124 3,510.00 84,240.00 124 6203 ft gem Step: 2124 3,685.00 88,440.00
6203 ft gem Step: 3124 3,871.00 92,904.00
6203 ft gem Step: 4124 4,063.00 97,512.00
6203 ft gem Step: 5124 4,266.00 102,384.00
6727 ENGINEERING ASSISTANT I ft gem Step: 1343 3,432.00 82,368.00 343 6727 ft gem Step: 2343 3,605.00 86,520.00
6727 ft gem Step: 3343 3,787.00 90,888.00
6727 ft gem Step: 4343 3,974.00 95,376.00
6727 ft gem Step: 5343 4,171.00 100,104.00
6728 ENGINEERING ASSISTANT II ft gem Step: 1364 3,880.00 93,120.00 364 6728 ft gem Step: 2364 4,071.00 97,704.00
6728 ft gem Step: 3364 4,282.00 102,768.00
6728 ft gem Step: 4364 4,490.00 107,760.00
6728 ft gem Step: 5364 4,716.00 113,184.00
1297 ENGINEERING PROGRAMS ANALYST ft gem Step: 1040 3,973.00 95,352.00 040 1297 ft gem Step: 2040 4,173.00 100,152.00
1297 ft gem Step: 3040 4,382.00 105,168.00
1297 ft gem Step: 4040 4,601.00 110,424.00
1297 ft gem Step: 5040 4,833.00 115,992.00
1286 ENGINEERING PROJECTS MANAGER ft mea Step: 1344 4,774.00 114,576.00 344 1286 ft mea Step: 2344 5,011.00 120,264.00
1286 ft mea Step: 3344 5,262.00 126,288.00
1286 ft mea Step: 4344 5,523.00 132,552.00
1286 ft mea Step: 5344 5,800.00 139,200.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 8 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 12, Packet Page 95 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 4103 ENGINEERING TECHNICIAN ft gem Step: 1090 3,117.00 74,808.00 090 4103 ft gem Step: 2090 3,271.00 78,504.00
4103 ft gem Step: 3090 3,436.00 82,464.00
4103 ft gem Step: 4090 3,607.00 86,568.00
4103 ft gem Step: 5090 3,789.00 90,936.00
1276 ENVIRONMENTAL REG ANALYST ft gem Step: 1329 3,973.00 95,352.00 329 1276 ft gem Step: 2329 4,173.00 100,152.00
1276 ft gem Step: 3329 4,382.00 105,168.00
1276 ft gem Step: 4329 4,601.00 110,424.00
1276 ft gem Step: 5329 4,833.00 115,992.00
4108 ENVIRONMENTAL REGULATIONS MGR. ft mea Step: 1334 4,655.00 111,720.00 334 4108 ft mea Step: 2334 4,890.00 117,360.00
4108 ft mea Step: 3334 5,128.00 123,072.00
4108 ft mea Step: 4334 5,389.00 129,336.00
4108 ft mea Step: 5334 5,661.00 135,864.00
6517 EVENT & SALES ASSISTANT ft gem Step: 1086 2,457.00 58,968.00 086 6517 ft gem Step: 2086 2,579.00 61,896.00
6517 ft gem Step: 3086 2,708.00 64,992.00
6517 ft gem Step: 4086 2,844.00 68,256.00
6517 ft gem Step: 5086 2,988.00 71,712.00
6507 EVENT COORDINATOR pt gem Step: 1140 3,348.00 80,352.00 140 6507 pt gem Step: 2140 3,515.00 84,360.00
6507 pt gem Step: 3140 3,692.00 88,608.00
6507 pt gem Step: 4140 3,876.00 93,024.00
6507 pt gem Step: 5140 4,070.00 97,680.00
6513 EVENT SUPERVISOR pt gem Step: 1144 3,687.00 88,488.00 144 6513 pt gem Step: 2144 3,872.00 92,928.00
6513 pt gem Step: 3144 4,065.00 97,560.00
6513 pt gem Step: 4144 4,267.00 102,408.00
6513 pt gem Step: 5144 4,481.00 107,544.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 9 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 13, Packet Page 96 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 3318 EXECUTIVE ASSISTANT I ft gem Step: 1288 2,778.00 66,672.00 288 3318 ft gem Step: 2288 2,918.00 70,032.00
3318 ft gem Step: 3288 3,065.00 73,560.00
3318 ft gem Step: 4288 3,218.00 77,232.00
3318 ft gem Step: 5288 3,381.00 81,144.00
3324 EXECUTIVE ASSISTANT II ft gem Step: 1289 3,113.00 74,712.00 289 3324 ft gem Step: 2289 3,267.00 78,408.00
3324 ft gem Step: 3289 3,433.00 82,392.00
3324 ft gem Step: 4289 3,604.00 86,496.00
3324 ft gem Step: 5289 3,786.00 90,864.00
5209 FACILITIES MAINT. COORDINATOR ft gem Step: 1305 3,997.00 95,928.00 305 5209 ft gem Step: 2305 4,197.00 100,728.00
5209 ft gem Step: 3305 4,407.00 105,768.00
5209 ft gem Step: 4305 4,629.00 111,096.00
5209 ft gem Step: 5305 4,862.00 116,688.00
6504 FACILITY ATTENDANT pt gem Step: 1138 2,536.00 60,864.00 138 6504 pt gem Step: 2138 2,663.00 63,912.00
6504 pt gem Step: 3138 2,798.00 67,152.00
6504 pt gem Step: 4138 2,938.00 70,512.00
6504 pt gem Step: 5138 3,084.00 74,016.00
5205 FACILITY COORDINATOR pt gem Step: 1111 3,348.00 80,352.00 111 5205 pt gem Step: 2111 3,515.00 84,360.00
5205 pt gem Step: 3111 3,692.00 88,608.00
5205 pt gem Step: 4111 3,876.00 93,024.00
5205 pt gem Step: 5111 4,070.00 97,680.00
3109 FIELD ASSISTANT pt gem Step: 1172 2,457.00 58,968.00 172 3109 pt gem Step: 2172 2,579.00 61,896.00
3109 pt gem Step: 3172 2,708.00 64,992.00
3109 pt gem Step: 4172 2,844.00 68,256.00
3109 pt gem Step: 5172 2,988.00 71,712.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 10 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 14, Packet Page 97 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1252 FINANCE ANALYST ft mea Step: 1294 3,931.00 94,344.00 294 1252 ft mea Step: 2294 4,130.00 99,120.00
1252 ft mea Step: 3294 4,334.00 104,016.00
1252 ft mea Step: 4294 4,552.00 109,248.00
1252 ft mea Step: 5294 4,780.00 114,720.00
1106 FINANCE DIRECTOR ft exec Step: 5004 9,362.00 224,688.00 004 1277 FINANCE MANAGER ft mea Step: 1051 5,605.00 134,520.00 051 1277 ft mea Step: 2051 5,886.00 141,264.00
1277 ft mea Step: 3051 6,181.00 148,344.00
1277 ft mea Step: 4051 6,491.00 155,784.00
1277 ft mea Step: 5051 6,808.00 163,392.00
2201 FIRE CAPTAIN ft mffa Step: 1059 5,078.00 121,872.00 059 2201 ft mffa Step: 2059 5,331.00 127,944.00
2201 ft mffa Step: 3059 5,597.00 134,328.00
2201 ft mffa Step: 4059 5,874.00 140,976.00
2201 ft mffa Step: 5059 6,168.00 148,032.00
1107 FIRE CHIEF ft exec Step: 5005 10,540.00 252,960.00 005 2203 FIRE ENGINEER ft mffa Step: 1060 4,385.00 105,240.00 060 2203 ft mffa Step: 2060 4,603.00 110,472.00
2203 ft mffa Step: 3060 4,835.00 116,040.00
2203 ft mffa Step: 4060 5,078.00 121,872.00
2203 ft mffa Step: 5060 5,331.00 127,944.00
2207 FIRE INSPECTOR I ft gem Step: 1178 3,230.00 77,520.00 178 2207 ft gem Step: 2178 3,393.00 81,432.00
2207 ft gem Step: 3178 3,562.00 85,488.00
2207 ft gem Step: 4178 3,740.00 89,760.00
2207 ft gem Step: 5178 3,927.00 94,248.00
2208 FIRE INSPECTOR II ft gem Step: 1182 3,554.00 85,296.00 182 2208 ft gem Step: 2182 3,732.00 89,568.00
2208 ft gem Step: 3182 3,918.00 94,032.00
2208 ft gem Step: 4182 4,114.00 98,736.00
2208 ft gem Step: 5182 4,319.00 103,656.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 11 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 15, Packet Page 98 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 4309 FIRE PREV PLANS EXAM/INSPECTOR ft gem Step: 1369 4,073.00 97,752.00 369 4309 ft gem Step: 2369 4,277.00 102,648.00
4309 ft gem Step: 3369 4,490.00 107,760.00
4309 ft gem Step: 4369 4,715.00 113,160.00
4309 ft gem Step: 5369 4,948.00 118,752.00
3329 FIRE PREVENTION TECHNICIAN ft gem Step: 1324 2,969.00 71,256.00 324 3329 ft gem Step: 2324 3,117.00 74,808.00
3329 ft gem Step: 3324 3,271.00 78,504.00
3329 ft gem Step: 4324 3,436.00 82,464.00
3329 ft gem Step: 5324 3,607.00 86,568.00
2206 FIREFIGHTER ft mffa Step: 1062 3,976.00 95,424.00 062 2206 ft mffa Step: 2062 4,175.00 100,200.00
2206 ft mffa Step: 3062 4,385.00 105,240.00
2206 ft mffa Step: 4062 4,603.00 110,472.00
2206 ft mffa Step: 5062 4,835.00 116,040.00
5212 FITNESS SUPERVISOR pt gem Step: 1375 3,917.00 94,008.00 375 5212 pt gem Step: 2375 4,110.00 98,640.00
5212 pt gem Step: 3375 4,315.00 103,560.00
5212 pt gem Step: 4375 4,530.00 108,720.00
5212 pt gem Step: 5375 4,756.00 114,144.00
6307 FLEET MANAGER rpt mea Step: 1360 4,464.00 107,136.00 360 6307 rpt mea Step: 2360 4,687.00 112,488.00
6307 rpt mea Step: 3360 4,921.00 118,104.00
6307 rpt mea Step: 4360 5,170.00 124,080.00
6307 rpt mea Step: 5360 5,429.00 130,296.00
6810 FUND DEVELOPMENT COORDINATOR pt gem Step: 1356 3,399.00 81,576.00 356 6810 pt gem Step: 2356 3,569.00 85,656.00
6810 pt gem Step: 3356 3,746.00 89,904.00
6810 pt gem Step: 4356 3,932.00 94,368.00
6810 pt gem Step: 5356 4,130.00 99,120.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 12 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 16, Packet Page 99 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1285 GEN SERV FIELD OPERATION MGR ft mea Step: 1339 5,300.00 127,200.00 339 1285 ft mea Step: 2339 5,565.00 133,560.00
1285 ft mea Step: 3339 5,843.00 140,232.00
1285 ft mea Step: 4339 6,135.00 147,240.00
1285 ft mea Step: 5339 6,442.00 154,608.00
1272 GENERAL SRVC SUPERINTENDENT ft mea Step: 1313 5,981.00 143,544.00 313 1272 ft mea Step: 2313 6,275.00 150,600.00
1272 ft mea Step: 3313 6,594.00 158,256.00
1272 ft mea Step: 4313 6,922.00 166,128.00
1272 ft mea Step: 5313 7,268.00 174,432.00
3602 GEO INFO SYS (GIS) COORDINATOR ft mea Step: 1248 4,307.00 103,368.00 248 3602 ft mea Step: 2248 4,522.00 108,528.00
3602 ft mea Step: 3248 4,749.00 113,976.00
3602 ft mea Step: 4248 4,985.00 119,640.00
3602 ft mea Step: 5248 5,235.00 125,640.00
6720 GREENBELT COORDINATOR pt gem Step: 1115 2,906.00 69,744.00 115 6720 pt gem Step: 2115 3,051.00 73,224.00
6720 pt gem Step: 3115 3,201.00 76,824.00
6720 pt gem Step: 4115 3,369.00 80,856.00
6720 pt gem Step: 5115 3,535.00 84,840.00
5307 GUEST SERVICE SPECIALIST pt gem Step: 1372 2,278.00 54,672.00 372 5307 pt gem Step: 2372 2,394.00 57,456.00
5307 pt gem Step: 3372 2,514.00 60,336.00
5307 pt gem Step: 4372 2,640.00 63,360.00
5307 pt gem Step: 5372 2,770.00 66,480.00
6111 HARBOR COORDINATOR ft gem Step: 1359 3,348.00 80,352.00 359 6111 ft gem Step: 2359 3,515.00 84,360.00
6111 ft gem Step: 3359 3,692.00 88,608.00
6111 ft gem Step: 4359 3,876.00 93,024.00
6111 ft gem Step: 5359 4,070.00 97,680.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 13 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 17, Packet Page 100 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 6110 HARBOR MAINT. CRAFTSWORKER ft gem Step: 1269 2,913.00 69,912.00 269 6110 ft gem Step: 2269 3,058.00 73,392.00
6110 ft gem Step: 3269 3,215.00 77,160.00
6110 ft gem Step: 4269 3,369.00 80,856.00
6110 ft gem Step: 5269 3,538.00 84,912.00
6102 HARBOR MAINTENANCE LEADWORKER ft gem Step: 1186 3,135.00 75,240.00 186 6102 ft gem Step: 2186 3,290.00 78,960.00
6102 ft gem Step: 3186 3,460.00 83,040.00
6102 ft gem Step: 4186 3,629.00 87,096.00
6102 ft gem Step: 5186 3,812.00 91,488.00
6105 HARBOR SECURITY WORKER pt gem Step: 1120 2,627.00 63,048.00 120 6105 pt gem Step: 2120 2,759.00 66,216.00
6105 pt gem Step: 3120 2,900.00 69,600.00
6105 pt gem Step: 4120 3,043.00 73,032.00
6105 pt gem Step: 5120 3,197.00 76,728.00
1210 HARBORMASTER ft mea Step: 1020 5,605.00 134,520.00 020 1210 ft mea Step: 2020 5,886.00 141,264.00
1210 ft mea Step: 3020 6,181.00 148,344.00
1210 ft mea Step: 4020 6,491.00 155,784.00
1210 ft mea Step: 5020 6,808.00 163,392.00
4208 HCD COORDINATOR-PROJ &PROGRAMS ft gem Step: 1230 3,535.00 84,840.00 230 4208 ft gem Step: 2230 3,710.00 89,040.00
4208 ft gem Step: 3230 3,896.00 93,504.00
4208 ft gem Step: 4230 4,091.00 98,184.00
4208 ft gem Step: 5230 4,296.00 103,104.00
6512 HISTORIC FAC. SR. CRAFTSWORKER ft gem Step: 1203 3,283.00 78,792.00 203 6512 ft gem Step: 2203 3,450.00 82,800.00
6512 ft gem Step: 3203 3,624.00 86,976.00
6512 ft gem Step: 4203 3,807.00 91,368.00
6512 ft gem Step: 5203 3,995.00 95,880.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 14 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 18, Packet Page 101 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 2106 HOMELESS NAVIGATOR ft gem Step: 1198 3,432.00 82,368.00 198 2106 ft gem Step: 2198 3,604.00 86,496.00
2106 ft gem Step: 3198 3,784.00 90,816.00
2106 ft gem Step: 4198 3,973.00 95,352.00
2106 ft gem Step: 5198 4,171.00 100,104.00
1289 HOUSING MANAGER ft mea Step: 1368 4,842.00 116,208.00 368 1289 ft mea Step: 2368 5,085.00 122,040.00
1289 ft mea Step: 3368 5,338.00 128,112.00
1289 ft mea Step: 4368 5,609.00 134,616.00
1289 ft mea Step: 5368 5,890.00 141,360.00
1250 HUMAN RESOURCES ANALYST ft mea Step: 1267 3,931.00 94,344.00 267 1250 ft mea Step: 2267 4,130.00 99,120.00
1250 ft mea Step: 3267 4,335.00 104,040.00
1250 ft mea Step: 4267 4,552.00 109,248.00
1250 ft mea Step: 5267 4,780.00 114,720.00
3331 HUMAN RESOURCES ASSISTANT ft gem Step: 1335 2,523.00 60,552.00 335 3331 ft gem Step: 2335 2,649.00 63,576.00
3331 ft gem Step: 3335 2,782.00 66,768.00
3331 ft gem Step: 4335 2,921.00 70,104.00
3331 ft gem Step: 5335 3,069.00 73,656.00
3332 HUMAN RESOURCES COORDINATOR ft gem Step: 1361 3,348.00 80,352.00 361 3332 ft gem Step: 2361 3,515.00 84,360.00
3332 ft gem Step: 3361 3,692.00 88,608.00
3332 ft gem Step: 4361 3,876.00 93,024.00
3332 ft gem Step: 5361 4,070.00 97,680.00
1112 HUMAN RESOURCES DIRECTOR ft exec Step: 5277 9,236.00 221,664.00 277 3322 HUMAN RESOURCES SPECIALIST ft gem Step: 1280 3,018.00 72,432.00 280 3322 ft gem Step: 2280 3,167.00 76,008.00
3322 ft gem Step: 3280 3,323.00 79,752.00
3322 ft gem Step: 4280 3,491.00 83,784.00
3322 ft gem Step: 5280 3,666.00 87,984.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 15 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 19, Packet Page 102 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 4307 HVAC SENIOR TECHNICIAN ft gem Step: 1306 3,386.00 81,264.00 306 4307 ft gem Step: 2306 3,557.00 85,368.00
4307 ft gem Step: 3306 3,732.00 89,568.00
4307 ft gem Step: 4306 3,921.00 94,104.00
4307 ft gem Step: 5306 4,116.00 98,784.00
3107 INFORMATION TECH SPECIALIST ft gem Step: 1378 3,350.00 80,400.00 378 3107 ft gem Step: 2378 3,517.00 84,408.00
3107 ft gem Step: 3378 3,696.00 88,704.00
3107 ft gem Step: 4378 3,879.00 93,096.00
3107 ft gem Step: 5378 4,073.00 97,752.00
3108 INFORMATION TECHNOLOGY ANALYST ft gem Step: 1377 3,973.00 95,352.00 377 3108 ft gem Step: 2377 4,173.00 100,152.00
3108 ft gem Step: 3377 4,382.00 105,168.00
3108 ft gem Step: 4377 4,601.00 110,424.00
3108 ft gem Step: 5377 4,833.00 115,992.00
4301 INSPECTOR ft gem Step: 1100 3,880.00 93,120.00 100 4301 ft gem Step: 2100 4,071.00 97,704.00
4301 ft gem Step: 3100 4,282.00 102,768.00
4301 ft gem Step: 4100 4,490.00 107,760.00
4301 ft gem Step: 5100 4,716.00 113,184.00
3610 IT APPLICATION ENGINEER I ft gem Step: 1069 3,820.00 91,680.00 069 3610 ft gem Step: 2069 4,012.00 96,288.00
3610 ft gem Step: 3069 4,213.00 101,112.00
3610 ft gem Step: 4069 4,424.00 106,176.00
3610 ft gem Step: 5069 4,647.00 111,528.00
1236 IT APPLICATION ENGINEER II ft gem Step: 1038 4,590.00 110,160.00 038 1236 ft gem Step: 2038 4,818.00 115,632.00
1236 ft gem Step: 3038 5,060.00 121,440.00
1236 ft gem Step: 4038 5,311.00 127,464.00
1236 ft gem Step: 5038 5,577.00 133,848.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 16 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 20, Packet Page 103 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 3611 IT APPLICATION ENGINEER III ft gem Step: 1080 4,965.00 119,160.00 080 3611 ft gem Step: 2080 5,213.00 125,112.00
3611 ft gem Step: 3080 5,473.00 131,352.00
3611 ft gem Step: 4080 5,747.00 137,928.00
3611 ft gem Step: 5080 6,031.00 144,744.00
3604 IT NETWORK ENGINEER I ft mea Step: 1380 4,966.00 119,184.00 380 3604 ft mea Step: 2380 5,213.00 125,112.00
3604 ft mea Step: 3380 5,469.00 131,256.00
3604 ft mea Step: 4380 5,747.00 137,928.00
3604 ft mea Step: 5380 6,028.00 144,672.00
6508 LAUNDRY ATTENDANT pt gem Step: 1250 1,311.00 31,464.00 250 6508 pt gem Step: 2250 1,379.00 33,096.00
6508 pt gem Step: 3250 1,444.00 34,656.00
6508 pt gem Step: 4250 1,519.00 36,456.00
6508 pt gem Step: 5250 1,591.00 38,184.00
6518 LEAD CUSTODIAN pt gem Step: 1142 2,441.00 58,584.00 142 6518 pt gem Step: 2142 2,564.00 61,536.00
6518 pt gem Step: 3142 2,693.00 64,632.00
6518 pt gem Step: 4142 2,828.00 67,872.00
6518 pt gem Step: 5142 2,968.00 71,232.00
6304 LEAD MECHANIC rpt gem Step: 1254 3,270.00 78,480.00 254 6304 rpt gem Step: 2254 3,439.00 82,536.00
6304 rpt gem Step: 3254 3,607.00 86,568.00
6304 rpt gem Step: 4254 3,789.00 90,936.00
6304 rpt gem Step: 5254 3,975.00 95,400.00
3316 LEGAL SECRETARY pt gem Step: 1078 2,778.00 66,672.00 078 3316 pt gem Step: 2078 2,918.00 70,032.00
3316 pt gem Step: 3078 3,065.00 73,560.00
3316 pt gem Step: 4078 3,218.00 77,232.00
3316 pt gem Step: 5078 3,381.00 81,144.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 17 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 21, Packet Page 104 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 5101 LIBRARIAN pt gem Step: 1104 3,204.00 76,896.00 104 5101 pt gem Step: 2104 3,361.00 80,664.00
5101 pt gem Step: 3104 3,532.00 84,768.00
5101 pt gem Step: 4104 3,706.00 88,944.00
5101 pt gem Step: 5104 3,891.00 93,384.00
3101 LIBRARY ASSISTANT I pt gem Step: 1063 2,342.00 56,208.00 063 3101 pt gem Step: 2063 2,458.00 58,992.00
3101 pt gem Step: 3063 2,580.00 61,920.00
3101 pt gem Step: 4063 2,710.00 65,040.00
3101 pt gem Step: 5063 2,845.00 68,280.00
3102 LIBRARY ASSISTANT II ft gem Step: 1064 2,457.00 58,968.00 064 3102 ft gem Step: 2064 2,579.00 61,896.00
3102 ft gem Step: 3064 2,708.00 64,992.00
3102 ft gem Step: 4064 2,844.00 68,256.00
3102 ft gem Step: 5064 2,988.00 71,712.00
3104 LIBRARY ASSISTANT III ft gem Step: 1066 2,704.00 64,896.00 066 3104 ft gem Step: 2066 2,841.00 68,184.00
3104 ft gem Step: 3066 2,984.00 71,616.00
3104 ft gem Step: 4066 3,133.00 75,192.00
3104 ft gem Step: 5066 3,292.00 79,008.00
1105 LIBRARY DIRECTOR pt exec Step: 5003 8,845.00 212,280.00 003 1255 LIBRARY MANAGER pt mea Step: 1028 4,739.00 113,736.00 028 1255 pt mea Step: 2028 4,975.00 119,400.00
1255 pt mea Step: 3028 5,221.00 125,304.00
1255 pt mea Step: 4028 5,486.00 131,664.00
1255 pt mea Step: 5028 5,756.00 138,144.00
6718 MAINTENANCE SPECIALIST pt gem Step: 1299 2,441.00 58,584.00 299 6718 pt gem Step: 2299 2,564.00 61,536.00
6718 pt gem Step: 3299 2,693.00 64,632.00
6718 pt gem Step: 4299 2,823.00 67,752.00
6718 pt gem Step: 5299 2,967.00 71,208.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 18 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 22, Packet Page 105 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 6109 MAINTENANCE TECHNICIAN ft gem Step: 1216 2,930.00 70,320.00 216 6109 ft gem Step: 2216 3,077.00 73,848.00
6109 ft gem Step: 3216 3,228.00 77,472.00
6109 ft gem Step: 4216 3,391.00 81,384.00
6109 ft gem Step: 5216 3,562.00 85,488.00
1249 MANAGEMENT ANALYST I ft mea Step: 1187 3,931.00 94,344.00 187 1249 ft mea Step: 2187 4,130.00 99,120.00
1249 ft mea Step: 3187 4,335.00 104,040.00
1249 ft mea Step: 4187 4,552.00 109,248.00
1249 ft mea Step: 5187 4,780.00 114,720.00
1301 MANAGEMENT ANALYST II ft mea Step: 1047 4,771.00 114,504.00 047 1301 ft mea Step: 2047 5,010.00 120,240.00
1301 ft mea Step: 3047 5,260.00 126,240.00
1301 ft mea Step: 4047 5,523.00 132,552.00
1301 ft mea Step: 5047 5,800.00 139,200.00
3328 MARINA HARBOR ASSISTANT ft gem Step: 1298 3,113.00 74,712.00 298 3328 ft gem Step: 2298 3,267.00 78,408.00
3328 ft gem Step: 3298 3,433.00 82,392.00
3328 ft gem Step: 4298 3,604.00 86,496.00
3328 ft gem Step: 5298 3,786.00 90,864.00
8101 MAYOR ft counc Step: 1300 708.75 17,010.00 300
6813 MEDIA SPECIALIST pt gem Step: 1094 2,457.00 58,968.00 094 6813 pt gem Step: 2094 2,579.00 61,896.00
6813 pt gem Step: 3094 2,708.00 64,992.00
6813 pt gem Step: 4094 2,844.00 68,256.00
6813 pt gem Step: 5094 2,988.00 71,712.00
5306 MEDICAL RECORDS ASSISTANT pt gem Step: 1711 2,457.00 58,968.00 711 5306 pt gem Step: 2711 2,579.00 61,896.00
5306 pt gem Step: 3711 2,708.00 64,992.00
5306 pt gem Step: 4711 2,844.00 68,256.00
5306 pt gem Step: 5711 2,988.00 71,712.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 19 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 23, Packet Page 106 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1282 MUSEUM CULTURAL ARTS /ARCH MGR pt mea Step: 1336 3,931.00 94,344.00 336 1282 pt mea Step: 2336 4,130.00 99,120.00
1282 pt mea Step: 3336 4,335.00 104,040.00
1282 pt mea Step: 4336 4,552.00 109,248.00
1282 pt mea Step: 5336 4,780.00 114,720.00
1284 NETWORK ENGINEER ft mea Step: 1338 4,774.00 114,576.00 338 1284 ft mea Step: 2338 5,011.00 120,264.00
1284 ft mea Step: 3338 5,262.00 126,288.00
1284 ft mea Step: 4338 5,523.00 132,552.00
1284 ft mea Step: 5338 5,800.00 139,200.00
6515 OPERATIONS COORDINATOR pt gem Step: 1322 3,348.00 80,352.00 322 6515 pt gem Step: 2322 3,515.00 84,360.00
6515 pt gem Step: 3322 3,692.00 88,608.00
6515 pt gem Step: 4322 3,876.00 93,024.00
6515 pt gem Step: 5322 4,070.00 97,680.00
6506 OPERATIONS SUPERVISOR pt gem Step: 1139 3,687.00 88,488.00 139 6506 pt gem Step: 2139 3,872.00 92,928.00
6506 pt gem Step: 3139 4,065.00 97,560.00
6506 pt gem Step: 4139 4,267.00 102,408.00
6506 pt gem Step: 5139 4,481.00 107,544.00
6703 PARK ATTENDANT ft gem Step: 1158 2,649.00 63,576.00 158 6703 ft gem Step: 2158 2,784.00 66,816.00
6703 ft gem Step: 3158 2,922.00 70,128.00
6703 ft gem Step: 4158 3,067.00 73,608.00
6703 ft gem Step: 5158 3,224.00 77,376.00
6704 PARK MAINTENANCE CRAFTSWORKER ft gem Step: 1194 2,715.00 65,160.00 194 6704 ft gem Step: 2194 2,852.00 68,448.00
6704 ft gem Step: 3194 2,993.00 71,832.00
6704 ft gem Step: 4194 3,142.00 75,408.00
6704 ft gem Step: 5194 3,297.00 79,128.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 20 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 24, Packet Page 107 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 6705 PARK MAINTENANCE LEADWORKER ft gem Step: 1160 2,992.00 71,808.00 160 6705 ft gem Step: 2160 3,141.00 75,384.00
6705 ft gem Step: 3160 3,294.00 79,056.00
6705 ft gem Step: 4160 3,458.00 82,992.00
6705 ft gem Step: 5160 3,635.00 87,240.00
6701 PARK MAINTENANCE SUPERVISOR ft gem Step: 1156 3,460.00 83,040.00 156 6701 ft gem Step: 2156 3,635.00 87,240.00
6701 ft gem Step: 3156 3,818.00 91,632.00
6701 ft gem Step: 4156 4,007.00 96,168.00
6701 ft gem Step: 5156 4,206.00 100,944.00
6706 PARK MAINTENANCE WORKER ft gem Step: 1161 2,234.00 53,616.00 161 6706 ft gem Step: 2161 2,346.00 56,304.00
6706 ft gem Step: 3161 2,463.00 59,112.00
6706 ft gem Step: 4161 2,587.00 62,088.00
6706 ft gem Step: 5161 2,715.00 65,160.00
6706 ft gem Step: 6161 2,851.00 68,424.00
6706 ft gem Step: 7161 2,993.00 71,832.00
1283 PARK OPERATIONS MANAGER ft mea Step: 1337 4,464.00 107,136.00 337 1283 ft mea Step: 2337 4,687.00 112,488.00
1283 ft mea Step: 3337 4,921.00 118,104.00
1283 ft mea Step: 4337 5,170.00 124,080.00
1283 ft mea Step: 5337 5,429.00 130,296.00
6606 PARKING CONTROLS TECHNICIAN ft gem Step: 1274 3,057.00 73,368.00 274 6606 ft gem Step: 2274 3,208.00 76,992.00
6606 ft gem Step: 3274 3,368.00 80,832.00
6606 ft gem Step: 4274 3,540.00 84,960.00
6606 ft gem Step: 5274 3,714.00 89,136.00
6601 PARKING ENFORCEMENT OFFICER ft gem Step: 1145 2,627.00 63,048.00 145 6601 ft gem Step: 2145 2,761.00 66,264.00
6601 ft gem Step: 3145 2,899.00 69,576.00
6601 ft gem Step: 4145 3,042.00 73,008.00
6601 ft gem Step: 5145 3,197.00 76,728.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 21 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 25, Packet Page 108 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 6605 PARKING ENFORCEMENT SUPERVISOR ft gem Step: 1149 3,686.00 88,464.00 149 6605 ft gem Step: 2149 3,872.00 92,928.00
6605 ft gem Step: 3149 4,065.00 97,560.00
6605 ft gem Step: 4149 4,267.00 102,408.00
6605 ft gem Step: 5149 4,481.00 107,544.00
6615 PARKING MAINTENANCE LEADWORKER ft gem Step: 1159 3,135.00 75,240.00 159 6615 ft gem Step: 2159 3,290.00 78,960.00
6615 ft gem Step: 3159 3,460.00 83,040.00
6615 ft gem Step: 4159 3,629.00 87,096.00
6615 ft gem Step: 5159 3,812.00 91,488.00
6604 PARKING MAINTENANCE SUPERVISOR ft gem Step: 1148 3,708.00 88,992.00 148 6604 ft gem Step: 2148 3,895.00 93,480.00
6604 ft gem Step: 3148 4,090.00 98,160.00
6604 ft gem Step: 4148 4,293.00 103,032.00
6604 ft gem Step: 5148 4,508.00 108,192.00
6608 PARKING MAINTENANCE WORKER ft gem Step: 1151 2,229.00 53,496.00 151 6608 ft gem Step: 2151 2,340.00 56,160.00
6608 ft gem Step: 3151 2,457.00 58,968.00
6608 ft gem Step: 4151 2,580.00 61,920.00
6608 ft gem Step: 5151 2,709.00 65,016.00
6608 ft gem Step: 6151 2,843.00 68,232.00
6608 ft gem Step: 7151 2,986.00 71,664.00
6616 PARKING SERVICES COORDINATOR pt gem Step: 1116 4,000.00 96,000.00 116 6616 pt gem Step: 2116 4,197.00 100,728.00
6616 pt gem Step: 3116 4,407.00 105,768.00
6616 pt gem Step: 4116 4,629.00 111,096.00
6616 pt gem Step: 5116 4,862.00 116,688.00
6617 PARKING SERVICES REPRESENTATIV pt gem Step: 1117 2,457.00 58,968.00 117 6617 pt gem Step: 2117 2,580.00 61,920.00
6617 pt gem Step: 3117 2,709.00 65,016.00
6617 pt gem Step: 4117 2,843.00 68,232.00
6617 pt gem Step: 5117 2,986.00 71,664.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 22 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 26, Packet Page 109 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 6618 PARKING SERVICES SPECIALIST pt gem Step: 1118 3,036.00 72,864.00 118 6618 pt gem Step: 2118 3,186.00 76,464.00
6618 pt gem Step: 3118 3,343.00 80,232.00
6618 pt gem Step: 4118 3,512.00 84,288.00
6618 pt gem Step: 5118 3,688.00 88,512.00
1212 PARKING SUPERINTENDENT ft mea Step: 1022 5,605.00 134,520.00 022 1212 ft mea Step: 2022 5,886.00 141,264.00
1212 ft mea Step: 3022 6,181.00 148,344.00
1212 ft mea Step: 4022 6,491.00 155,784.00
1212 ft mea Step: 5022 6,808.00 163,392.00
1292 PARKS AND RECREATION DIRECTOR ft exec Step: 5014 9,084.00 218,016.00 014 6711 PARKS CRAFTS LEADWORKER ft gem Step: 1264 2,967.00 71,208.00 264 6711 ft gem Step: 2264 3,115.00 74,760.00
6711 ft gem Step: 3264 3,267.00 78,408.00
6711 ft gem Step: 4264 3,430.00 82,320.00
6711 ft gem Step: 5264 3,605.00 86,520.00
6305 PARTS CLERK ft gem Step: 1253 2,457.00 58,968.00 253 6305 ft gem Step: 2253 2,580.00 61,920.00
6305 ft gem Step: 3253 2,709.00 65,016.00
6305 ft gem Step: 4253 2,843.00 68,232.00
6305 ft gem Step: 5253 2,986.00 71,664.00
1215 PLANNING MANAGER ft mea Step: 1025 6,394.00 153,456.00 025 1215 ft mea Step: 2025 6,713.00 161,112.00
1215 ft mea Step: 3025 7,050.00 169,200.00
1215 ft mea Step: 4025 7,403.00 177,672.00
1215 ft mea Step: 5025 7,773.00 186,552.00
4305 PLANS EXAMINER ft gem Step: 1258 4,073.00 97,752.00 258 4305 ft gem Step: 2258 4,277.00 102,648.00
4305 ft gem Step: 3258 4,490.00 107,760.00
4305 ft gem Step: 4258 4,715.00 113,160.00
4305 ft gem Step: 5258 4,948.00 118,752.00
1111 POLICE CHIEF ft exec Step: 5007 11,380.00 273,120.00 007 General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 23 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 27, Packet Page 110 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1214 POLICE LIEUTENANT ft plma Step: 1024 7,122.00 170,928.00 024 1214 ft plma Step: 2024 7,479.00 179,496.00
1214 ft plma Step: 3024 7,857.00 188,568.00
1214 ft plma Step: 4024 8,249.00 197,976.00
1214 ft plma Step: 5024 8,660.00 207,840.00
2103 POLICE OFFICER ft mpa Step: 1057 4,547.00 109,128.00 057 2103 ft mpa Step: 2057 4,775.00 114,600.00
2103 ft mpa Step: 3057 5,017.00 120,408.00
2103 ft mpa Step: 4057 5,262.00 126,288.00
2103 ft mpa Step: 5057 5,522.00 132,528.00
3201 POLICE RECORDS/DETENTION SUP. ft gem Step: 1191 4,155.00 99,720.00 191 3201 ft gem Step: 2191 4,363.00 104,712.00
3201 ft gem Step: 3191 4,582.00 109,968.00
3201 ft gem Step: 4191 4,811.00 115,464.00
3201 ft gem Step: 5191 5,053.00 121,272.00
2105 POLICE SERGEANT ft mpa Step: 1058 5,551.00 133,224.00 058 2105 ft mpa Step: 2058 5,825.00 139,800.00
2105 ft mpa Step: 3058 6,118.00 146,832.00
2105 ft mpa Step: 4058 6,423.00 154,152.00
2105 ft mpa Step: 5058 6,750.00 162,000.00
3209 POLICE SERVICES ASSISTANT ft gem Step: 1346 2,523.00 60,552.00 346 3209 ft gem Step: 2346 2,649.00 63,576.00
3209 ft gem Step: 3346 2,782.00 66,768.00
3209 ft gem Step: 4346 2,921.00 70,104.00
3209 ft gem Step: 5346 3,069.00 73,656.00
3205 POLICE SERVICES TECHNICIAN ft gem Step: 1068 3,105.00 74,520.00 068 3205 ft gem Step: 2068 3,259.00 78,216.00
3205 ft gem Step: 3068 3,421.00 82,104.00
3205 ft gem Step: 4068 3,593.00 86,232.00
3205 ft gem Step: 5068 3,772.00 90,528.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 24 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 28, Packet Page 111 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1267 PRINCIPAL PLANNER ft mea Step: 1307 5,190.00 124,560.00 307 1267 ft mea Step: 2307 5,452.00 130,848.00
1267 ft mea Step: 3307 5,721.00 137,304.00
1267 ft mea Step: 4307 6,009.00 144,216.00
1267 ft mea Step: 5307 6,309.00 151,416.00
1259 PROPERTY MANAGER ft mea Step: 1030 5,087.00 122,088.00 030 1259 ft mea Step: 2030 5,404.00 129,696.00
1259 ft mea Step: 3030 5,723.00 137,352.00
1259 ft mea Step: 4030 6,039.00 144,936.00
1259 ft mea Step: 5030 6,358.00 152,592.00
3306 PROPERTY TECHNICIAN ft gem Step: 1219 2,967.00 71,208.00 219 3306 ft gem Step: 2219 3,116.00 74,784.00
3306 ft gem Step: 3219 3,272.00 78,528.00
3306 ft gem Step: 4219 3,435.00 82,440.00
3306 ft gem Step: 5219 3,607.00 86,568.00
1116 PUBLIC WORKS DIRECTOR ft exec Step: 5009 9,929.00 238,296.00 009 4105 PUBLIC WORKS INSPECTOR ft gem Step: 1092 3,534.00 84,816.00 092 4105 ft gem Step: 2092 3,709.00 89,016.00
4105 ft gem Step: 3092 3,897.00 93,528.00
4105 ft gem Step: 4092 4,093.00 98,232.00
4105 ft gem Step: 5092 4,297.00 103,128.00
1275 PURCHASING ANALYST ft mea Step: 1327 3,932.00 94,368.00 327 1275 ft mea Step: 2327 4,129.00 99,096.00
1275 ft mea Step: 3327 4,336.00 104,064.00
1275 ft mea Step: 4327 4,552.00 109,248.00
1275 ft mea Step: 5327 4,780.00 114,720.00
1234 PW ADMINISTRATIVE SERVICES MGR ft mea Step: 1036 5,605.00 134,520.00 036 1234 ft mea Step: 2036 5,886.00 141,264.00
1234 ft mea Step: 3036 6,181.00 148,344.00
1234 ft mea Step: 4036 6,491.00 155,784.00
1234 ft mea Step: 5036 6,808.00 163,392.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 25 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 29, Packet Page 112 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 4102 QUALITY CONTROL INSPECTOR ft gem Step: 1234 3,880.00 93,120.00 234 4102 ft gem Step: 2234 4,071.00 97,704.00
4102 ft gem Step: 3234 4,282.00 102,768.00
4102 ft gem Step: 4234 4,490.00 107,760.00
4102 ft gem Step: 5234 4,716.00 113,184.00
5208 RECREATION COORDINATOR pt gem Step: 1292 3,348.00 80,352.00 292 5208 pt gem Step: 2292 3,515.00 84,360.00
5208 pt gem Step: 3292 3,692.00 88,608.00
5208 pt gem Step: 4292 3,876.00 93,024.00
5208 pt gem Step: 5292 4,070.00 97,680.00
1230 RECREATION MANAGER ft mea Step: 1291 5,605.00 134,520.00 291 1230 ft mea Step: 2291 5,886.00 141,264.00
1230 ft mea Step: 3291 6,181.00 148,344.00
1230 ft mea Step: 4291 6,491.00 155,784.00
1230 ft mea Step: 5291 6,808.00 163,392.00
9581 RECREATION SPECIALIST pt gem Step: 1323 2,278.00 54,672.00 323 9581 pt gem Step: 2323 2,394.00 57,456.00
9581 pt gem Step: 3323 2,514.00 60,336.00
9581 pt gem Step: 4323 2,640.00 63,360.00
9581 pt gem Step: 5323 2,770.00 66,480.00
5201 RECREATION SUPERVISOR ft gem Step: 1259 3,917.00 94,008.00 259 5201 ft gem Step: 2259 4,110.00 98,640.00
5201 ft gem Step: 3259 4,315.00 103,560.00
5201 ft gem Step: 4259 4,530.00 108,720.00
5201 ft gem Step: 5259 4,756.00 114,144.00
1256 RISK MANAGER ft mea Step: 1052 4,672.00 112,128.00 052 1256 ft mea Step: 2052 4,903.00 117,672.00
1256 ft mea Step: 3052 5,145.00 123,480.00
1256 ft mea Step: 4052 5,402.00 129,648.00
1256 ft mea Step: 5052 5,672.00 136,128.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 26 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 30, Packet Page 113 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 3333 RISK SPECIALIST ft gem Step: 1371 3,018.00 72,432.00 371 3333 ft gem Step: 2371 3,167.00 76,008.00
3333 ft gem Step: 3371 3,323.00 79,752.00
3333 ft gem Step: 4371 3,491.00 83,784.00
3333 ft gem Step: 5371 3,666.00 87,984.00
6516 SALES COORDINATOR ft gem Step: 1081 3,348.00 80,352.00 081 6516 ft gem Step: 2081 3,515.00 84,360.00
6516 ft gem Step: 3081 3,692.00 88,608.00
6516 ft gem Step: 4081 3,876.00 93,024.00
6516 ft gem Step: 5081 4,070.00 97,680.00
1263 SENIOR ACCOUNTANT ft mea Step: 1262 4,493.00 107,832.00 262 1263 ft mea Step: 2262 4,715.00 113,160.00
1263 ft mea Step: 3262 4,948.00 118,752.00
1263 ft mea Step: 4262 5,196.00 124,704.00
1263 ft mea Step: 5262 5,456.00 130,944.00
1265 SENIOR ADMINISTRATIVE ANALYST ft mea Step: 1284 4,493.00 107,832.00 284 1265 ft mea Step: 2284 4,715.00 113,160.00
1265 ft mea Step: 3284 4,948.00 118,752.00
1265 ft mea Step: 4284 5,196.00 124,704.00
1265 ft mea Step: 5284 5,456.00 130,944.00
4201 SENIOR ASSOCIATE PLANNER ft gem Step: 1251 4,352.00 104,448.00 251 4201 ft gem Step: 2251 4,571.00 109,704.00
4201 ft gem Step: 3251 4,800.00 115,200.00
4201 ft gem Step: 4251 5,036.00 120,864.00
4201 ft gem Step: 5251 5,289.00 126,936.00
4302 SENIOR BUILDING INSPECTOR ft gem Step: 1101 4,073.00 97,752.00 101 4302 ft gem Step: 2101 4,277.00 102,648.00
4302 ft gem Step: 3101 4,490.00 107,760.00
4302 ft gem Step: 4101 4,715.00 113,160.00
4302 ft gem Step: 5101 4,948.00 118,752.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 27 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 31, Packet Page 114 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 6511 SENIOR CRAFTSWORKER ft gem Step: 1205 3,283.00 78,792.00 205 6511 ft gem Step: 2205 3,450.00 82,800.00
6511 ft gem Step: 3205 3,624.00 86,976.00
6511 ft gem Step: 4205 3,807.00 91,368.00
6511 ft gem Step: 5205 3,995.00 95,880.00
6514 SENIOR CUSTODIAN pt gem Step: 1257 2,175.00 52,200.00 257 6514 pt gem Step: 2257 2,282.00 54,768.00
6514 pt gem Step: 3257 2,397.00 57,528.00
6514 pt gem Step: 4257 2,519.00 60,456.00
6514 pt gem Step: 5257 2,647.00 63,528.00
1246 SENIOR ENGINEER ft mea Step: 1256 5,698.00 136,752.00 256 1246 ft mea Step: 2256 5,999.00 143,976.00
1246 ft mea Step: 3256 6,315.00 151,560.00
1246 ft mea Step: 4256 6,647.00 159,528.00
1246 ft mea Step: 5256 7,342.00 176,208.00
6505 SENIOR FACILITY ATTENDANT pt gem Step: 1211 3,127.00 75,048.00 211 6505 pt gem Step: 2211 3,283.00 78,792.00
6505 pt gem Step: 3211 3,445.00 82,680.00
6505 pt gem Step: 4211 3,617.00 86,808.00
6505 pt gem Step: 5211 3,801.00 91,224.00
1296 SENIOR HUMAN RESOURCS ANALYST ft mea Step: 1376 4,493.00 107,832.00 376 1296 ft mea Step: 2376 4,715.00 113,160.00
1296 ft mea Step: 3376 4,948.00 118,752.00
1296 ft mea Step: 4376 5,196.00 124,704.00
1296 ft mea Step: 5376 5,456.00 130,944.00
3607 SENIOR INFORMATION TECH SPECIA ft gem Step: 1084 3,732.00 89,568.00 084 3607 ft gem Step: 2084 3,918.00 94,032.00
3607 ft gem Step: 3084 4,113.00 98,712.00
3607 ft gem Step: 4084 4,319.00 103,656.00
3607 ft gem Step: 5084 4,535.00 108,840.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 28 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 32, Packet Page 115 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1279 SENIOR LOCKSMITH ft gem Step: 1331 3,283.00 78,792.00 331 1279 ft gem Step: 2331 3,450.00 82,800.00
1279 ft gem Step: 3331 3,624.00 86,976.00
1279 ft gem Step: 4331 3,807.00 91,368.00
1279 ft gem Step: 5331 3,995.00 95,880.00
6707 SENIOR PARK MAINTENANCE WORKER ft gem Step: 1162 2,715.00 65,160.00 162 6707 ft gem Step: 2162 2,852.00 68,448.00
6707 ft gem Step: 3162 2,993.00 71,832.00
6707 ft gem Step: 4162 3,142.00 75,408.00
6707 ft gem Step: 5162 3,297.00 79,128.00
6613 SENIOR PARKING CONTROLS TECH. ft gem Step: 1275 3,348.00 80,352.00 275 6613 ft gem Step: 2275 3,515.00 84,360.00
6613 ft gem Step: 3275 3,693.00 88,632.00
6613 ft gem Step: 4275 3,877.00 93,048.00
6613 ft gem Step: 5275 4,070.00 97,680.00
6611 SENIOR PARKING ENFOR. OFFICER ft gem Step: 1154 3,010.00 72,240.00 154 6611 ft gem Step: 2154 3,161.00 75,864.00
6611 ft gem Step: 3154 3,317.00 79,608.00
6611 ft gem Step: 4154 3,485.00 83,640.00
6611 ft gem Step: 5154 3,659.00 87,816.00
6803 SENIOR PARTS CLERK ft gem Step: 1347 2,913.00 69,912.00 347 6803 ft gem Step: 2347 3,058.00 73,392.00
6803 ft gem Step: 3347 3,215.00 77,160.00
6803 ft gem Step: 4347 3,369.00 80,856.00
6803 ft gem Step: 5347 3,538.00 84,912.00
3207 SENIOR POLICE SERVICES TECH. ft gem Step: 1070 3,259.00 78,216.00 070 3207 ft gem Step: 2070 3,421.00 82,104.00
3207 ft gem Step: 3070 3,593.00 86,232.00
3207 ft gem Step: 4070 3,772.00 90,528.00
3207 ft gem Step: 5070 3,962.00 95,088.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 29 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 33, Packet Page 116 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1219 SENIOR PROJECT MANAGER ft mea Step: 1029 5,300.00 127,200.00 029 1219 ft mea Step: 2029 5,565.00 133,560.00
1219 ft mea Step: 3029 5,843.00 140,232.00
1219 ft mea Step: 4029 6,135.00 147,240.00
1219 ft mea Step: 5029 6,442.00 154,608.00
4104 SENIOR PUBLIC WORKS INSPECTOR ft gem Step: 1093 3,880.00 93,120.00 093 4104 ft gem Step: 2093 4,071.00 97,704.00
4104 ft gem Step: 3093 4,282.00 102,768.00
4104 ft gem Step: 4093 4,490.00 107,760.00
4104 ft gem Step: 5093 4,716.00 113,184.00
6206 SENIOR STREET MAINT. WORKER ft gem Step: 1126 2,734.00 65,616.00 126 6206 ft gem Step: 2126 2,871.00 68,904.00
6206 ft gem Step: 3126 3,015.00 72,360.00
6206 ft gem Step: 4126 3,165.00 75,960.00
6206 ft gem Step: 5126 3,321.00 79,704.00
6212 SIGN CRAFTSWORKER ft gem Step: 1183 2,913.00 69,912.00 183 6212 ft gem Step: 2183 3,058.00 73,392.00
6212 ft gem Step: 3183 3,215.00 77,160.00
6212 ft gem Step: 4183 3,369.00 80,856.00
6212 ft gem Step: 5183 3,538.00 84,912.00
6811 SPECIAL EVENT COORDINATOR ft gem Step: 1106 3,348.00 80,352.00 106 6811 ft gem Step: 2106 3,515.00 84,360.00
6811 ft gem Step: 3106 3,692.00 88,608.00
6811 ft gem Step: 4106 3,876.00 93,024.00
6811 ft gem Step: 5106 4,070.00 97,680.00
5102 SPECIAL SERVICES COORDINATOR pt gem Step: 1199 3,536.00 84,864.00 199 5102 pt gem Step: 2199 3,710.00 89,040.00
5102 pt gem Step: 3199 3,897.00 93,528.00
5102 pt gem Step: 4199 4,091.00 98,184.00
5102 pt gem Step: 5199 4,297.00 103,128.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 30 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 34, Packet Page 117 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 1258 SPORTS CENTER MANAGER pt mea Step: 1217 5,605.00 134,520.00 217 1258 pt mea Step: 2217 5,884.00 141,216.00
1258 pt mea Step: 3217 6,180.00 148,320.00
1258 pt mea Step: 4217 6,487.00 155,688.00
1258 pt mea Step: 5217 6,808.00 163,392.00
5204 SPORTS COORDINATOR pt gem Step: 1110 3,348.00 80,352.00 110 5204 pt gem Step: 2110 3,515.00 84,360.00
5204 pt gem Step: 3110 3,692.00 88,608.00
5204 pt gem Step: 4110 3,876.00 93,024.00
5204 pt gem Step: 5110 4,070.00 97,680.00
6204 STREET & UTILITIES SUPERVISOR ft gem Step: 1252 3,622.00 86,928.00 252 6204 ft gem Step: 2252 3,801.00 91,224.00
6204 ft gem Step: 3252 3,993.00 95,832.00
6204 ft gem Step: 4252 4,194.00 100,656.00
6204 ft gem Step: 5252 4,402.00 105,648.00
6208 STREET MAINTENANCE LEADWORKER ft gem Step: 1128 3,014.00 72,336.00 128 6208 ft gem Step: 2128 3,164.00 75,936.00
6208 ft gem Step: 3128 3,318.00 79,632.00
6208 ft gem Step: 4128 3,484.00 83,616.00
6208 ft gem Step: 5128 3,661.00 87,864.00
6209 STREET MAINTENANCE WORKER ft gem Step: 1129 2,250.00 54,000.00 129 6209 ft gem Step: 2129 2,363.00 56,712.00
6209 ft gem Step: 3129 2,480.00 59,520.00
6209 ft gem Step: 4129 2,605.00 62,520.00
6209 ft gem Step: 5129 2,734.00 65,616.00
6209 ft gem Step: 6129 2,870.00 68,880.00
6209 ft gem Step: 7129 3,015.00 72,360.00
9214 STREETS & UTILITIES OPERAT MGR ft mea Step: 1363 4,464.00 107,136.00 363 9214 ft mea Step: 2363 4,687.00 112,488.00
9214 ft mea Step: 3363 4,921.00 118,104.00
9214 ft mea Step: 4363 5,170.00 124,080.00
9214 ft mea Step: 5363 5,429.00 130,296.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 31 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 35, Packet Page 118 8/19/2024 CITY OF MONTEREY FULL-TIME SALARY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE Group Semi-Monthly Rate Annual Rate GRADE 5308 SUSTAINABILITY ASSISTANT ft gem Step: 1374 3,432.00 82,368.00 374 5308 ft gem Step: 2374 3,605.00 86,520.00
5308 ft gem Step: 3374 3,787.00 90,888.00
5308 ft gem Step: 4374 3,974.00 95,376.00
5308 ft gem Step: 5374 4,171.00 100,104.00
1295 SUSTAINABILITY MANAGER ft mea Step: 1365 4,904.00 117,696.00 365 1295 ft mea Step: 2365 5,149.00 123,576.00
1295 ft mea Step: 3365 5,407.00 129,768.00
1295 ft mea Step: 4365 5,679.00 136,296.00
1295 ft mea Step: 5365 5,964.00 143,136.00
1291 SYSTEMS AND NETWORK ADMIN ft mea Step: 1358 5,389.00 129,336.00 358 1291 ft mea Step: 2358 5,660.00 135,840.00
1291 ft mea Step: 3358 5,943.00 142,632.00
1291 ft mea Step: 4358 6,241.00 149,784.00
1291 ft mea Step: 5358 6,546.00 157,104.00
3103 TECHNOLOGY SVCS. SPECIALIST ft gem Step: 1271 3,018.00 72,432.00 271 3103 ft gem Step: 2271 3,167.00 76,008.00
3103 ft gem Step: 3271 3,323.00 79,752.00
3103 ft gem Step: 4271 3,491.00 83,784.00
3103 ft gem Step: 5271 3,666.00 87,984.00
1253 URBAN FORESTER pt mea Step: 1321 4,133.00 99,192.00 321 1253 pt mea Step: 2321 4,341.00 104,184.00
1253 pt mea Step: 3321 4,556.00 109,344.00
1253 pt mea Step: 4321 4,783.00 114,792.00
1253 pt mea Step: 5321 5,025.00 120,600.00
General Info\SALARY SCHEDULES\SalarySch-Annual3.rpt Page 32 of 32

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 36, Packet Page 119 8/19/2024 CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 7/01/2024 Through 6/30/2025
POS # POSITION TITLE GRADE Group
9373 ACCOUNTING ASSISTANT rpt rpt 673Step: 1 29.13 673
9373 rpt rpt 673Step: 2 30.59
9373 rpt rpt 673Step: 3 32.13
9373 rpt rpt 673Step: 4 33.73
9373 rpt rpt 673Step: 5 35.43
9329 ADMINISTRATIVE ASSISTANT rpt rpt 643Step: 1 26.41 643 9329 rpt rpt 643Step: 2 27.73
9329 rpt rpt 643Step: 3 29.12
9329 rpt rpt 643Step: 4 30.59
9329 rpt rpt 643Step: 5 32.13
9329 rpt rpt 643Step: 6 33.73
9329 rpt rpt 643Step: 7 35.43
9999 AQUATICS SPECIALIST I ptrpt 000Step: 1 21.03 475
9999 ptrpt 000Step: 2 22.08
9999 ptrpt 000Step: 3 23.18
9999 ptrpt 000Step: 4 24.35
9999 ptrpt 000Step: 5 25.59
9534 ARTIFACT SPECIALIST rpt rpt 485Step: 1 28.36 485
9534 rpt rpt 485Step: 2 29.78
9534 rpt rpt 485Step: 3 31.26
9534 rpt rpt 485Step: 4 32.82
9534 rpt rpt 485Step: 5 34.48
CULTURAL ARTS ASSISTANT rpt Step: 1 28.36 639
rpt Step: 2 29.78
rpt Step: 3 31.27
rpt Step: 4 32.83
rpt Step: 5 34.50
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 1 of 4

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 37, Packet Page 120 8/19/2024
POS # POSITION TITLE GRADE Group
9339 CUSTODIAN rpt rpt 471Step: 1 22.80 471
9339 rpt rpt 471Step: 2 23.97
9339 rpt rpt 471Step: 3 25.16
9339 rpt rpt 471Step: 4 26.43
9339 rpt rpt 471Step: 5 27.77
9664 FACILITY ATTENDANT rpt rpt 545Step: 1 29.23 545
9664 rpt rpt 545Step: 2 30.73
9664 rpt rpt 545Step: 3 32.24
9664 rpt rpt 545Step: 4 33.86
9664 rpt rpt 545Step: 5 35.54
9615 HARBOR SECURITY WORKER rpt rpt 713Step: 1 30.33 713 9615 rpt rpt 713Step: 2 31.82
9615 rpt rpt 713Step: 3 33.44
9615 rpt rpt 713Step: 4 35.09
9615 rpt rpt 713Step: 5 36.85
LAUNDRY ATTENDANT rpt Step: 1 16.69 580
rpt Step: 2 17.48
rpt Step: 3 18.36
rpt Step: 4 19.27
rpt Step: 5 20.24
9526 LEAD PRESCHOOL INSTRUCTOR rpt rpt 525Step: 1 24.27 525 9526 rpt rpt 525Step: 2 25.46
9526 rpt rpt 525Step: 3 26.75
9526 rpt rpt 525Step: 4 28.09
9526 rpt rpt 525Step: 5 29.47
LIBRARIAN rpt Step: 1 31.83 546
rpt Step: 2 33.45
rpt Step: 3 35.11
rpt Step: 4 36.87
rpt Step: 5 38.71
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 2 of 4

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 7/01/2024 Through 6/30/2025

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 38, Packet Page 121 8/19/2024
POS # POSITION TITLE GRADE Group
9515 LIBRARY ASSISTANT I rpt rpt 547Step: 1 27.01 547
9515 rpt rpt 547Step: 2 28.38
9515 rpt rpt 547Step: 3 29.78
9515 rpt rpt 547Step: 4 31.29
9515 rpt rpt 547Step: 5 32.83
9513 LIBRARY ASSISTANT II rpt rpt 548Step: 1 28.38 548
9513 rpt rpt 548Step: 2 29.78
9513 rpt rpt 548Step: 3 31.27
9513 rpt rpt 548Step: 4 32.83
9513 rpt rpt 548Step: 5 34.50
9524 LIFEGUARD rpt rpt 492Step: 1 17.07 492
9524 rpt rpt 492Step: 2 17.84
9524 rpt rpt 492Step: 3 18.79
9524 rpt rpt 492Step: 4 19.71
9524 rpt rpt 492Step: 5 20.71
9665 PARKING ENFORCEMENT OFFICER rpt rpt 482Step: 1 30.33 482 9665 rpt rpt 482Step: 2 31.82
9665 rpt rpt 482Step: 3 33.44
9665 rpt rpt 482Step: 4 35.09
9665 rpt rpt 482Step: 5 36.85
9662 PARKING SERVICES REPRESENTATIV rpt rpt 714Step: 1 28.34 714 9662 rpt rpt 714Step: 2 29.77
9662 rpt rpt 714Step: 3 31.24
9662 rpt rpt 714Step: 4 32.80
9662 rpt rpt 714Step: 5 34.46
9518 PHYSICAL THERAPIST rpt rpt 535Step: 1 53.41 535
9518 rpt rpt 535Step: 2 56.08
9518 rpt rpt 535Step: 3 58.90
9518 rpt rpt 535Step: 4 61.83
9518 rpt rpt 535Step: 5 64.92
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 3 of 4

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 7/01/2024 Through 6/30/2025

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 39, Packet Page 122 8/19/2024
POS # POSITION TITLE GRADE Group
9528 RECREATION SPECIALIST rpt rpt 476Step: 1 26.27 476 9528 rpt rpt 476Step: 2 27.59
9528 rpt rpt 476Step: 3 28.97
9528 rpt rpt 476Step: 4 30.42
9528 rpt rpt 476Step: 5 31.97
9519 SITE DIRECTOR/AFTERSCHOOL rpt rpt 513Step: 1 19.04 513 9519 rpt rpt 513Step: 2 20.00
9519 rpt rpt 513Step: 3 21.01
9519 rpt rpt 513Step: 4 22.04
9519 rpt rpt 513Step: 5 23.16
TOT ACTIVITY LEADER rpt Step: 1 19.04 491
rpt Step: 2 20.00
rpt Step: 3 21.01
rpt Step: 4 22.04
rpt Step: 5 23.16
9716 WHARF ATTENDANT rpt rpt 707Step: 1 28.18 707
9716 rpt rpt 707Step: 2 29.57
9716 rpt rpt 707Step: 3 31.04
9716 rpt rpt 707Step: 4 32.60
9716 rpt rpt 707Step: 5 34.24
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 4 of 4

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 7/01/2024 Through 6/30/2025

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 40, Packet Page 123 City of Monterey
Part-Time
Hourly Schedule
Effective: 01-01-24 to 12-31-24

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 41, Packet Page 124 Unrepresented: PTS
Part-Time Seasonal Effective:
01-01-24 to 12-31-24

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 42, Packet Page 125 8/21/2024 CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024
POS # POSITION TITLE GRADE Group
ACCOUNTING TECHNICIAN pts Step: 1 21.02 588
pts Step: 2 22.07
pts Step: 3 23.17
pts Step: 4 24.33
pts Step: 5 25.55
pts Step: 6 26.83
pts Step: 7 28.17
pts Step: 8 29.58
pts Step: 9 31.06
pts Step: 10 32.61
9320 ADMINISTRATIVE CLERK ptsn pt 724Step: 1 21.02 724
9320 ptsn pt 724Step: 2 22.07
9320 ptsn pt 724Step: 3 23.17
9320 ptsn pt 724Step: 4 24.33
9320 ptsn pt 724Step: 5 25.55
9320 ptsn pt 724Step: 6 26.83
9320 ptsn pt 724Step: 7 28.17
9320 ptsn pt 724Step: 8 29.58
9320 ptsn pt 724Step: 9 31.06
9320 ptsn pt 724Step: 10 32.61
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 1 of 21

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 43, Packet Page 126 8/21/2024
POS # POSITION TITLE GRADE Group
9523 AQUATICS SPECIALIST ptsn pt 579Step: 23 17.00 579
9523 ptsn pt 579Step: 24 17.25
9523 ptsn pt 579Step: 25 17.50
9523 ptsn pt 579Step: 26 17.75
9523 ptsn pt 579Step: 27 18.00
9523 ptsn pt 579Step: 28 18.25
9523 ptsn pt 579Step: 29 18.50
9523 ptsn pt 579Step: 30 18.75
9523 ptsn pt 579Step: 31 19.00
9523 ptsn pt 579Step: 32 19.50
9523 ptsn pt 579Step: 33 20.00
9523 ptsn pt 579Step: 34 20.50
9523 ptsn pt 579Step: 35 21.00
9523 ptsn pt 579Step: 36 21.50
9523 ptsn pt 579Step: 37 22.00
9523 ptsn pt 579Step: 38 22.50
9523 ptsn pt 579Step: 39 23.00
9523 ptsn pt 579Step: 40 23.50
9523 ptsn pt 579Step: 41 24.00
9523 ptsn pt 579Step: 42 24.50
9523 ptsn pt 579Step: 43 25.00
9534 ARTIFACT SPECIALIST ptpts 434Step: 1 19.39 434
9534 ptpts 434Step: 2 20.36
9534 ptpts 434Step: 3 21.38
9534 ptpts 434Step: 4 22.45
9534 ptpts 434Step: 5 23.57
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 2 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 44, Packet Page 127 8/21/2024
POS # POSITION TITLE GRADE Group
9545 CAMP COOK ptsn pt 542Step: 13 18.00 542
9545 ptsn pt 542Step: 14 18.25
9545 ptsn pt 542Step: 15 18.50
9545 ptsn pt 542Step: 16 18.75
9545 ptsn pt 542Step: 17 19.00
9545 ptsn pt 542Step: 18 19.25
9545 ptsn pt 542Step: 19 19.50
9545 ptsn pt 542Step: 20 19.75
9545 ptsn pt 542Step: 21 20.00
9545 ptsn pt 542Step: 22 20.25
9545 ptsn pt 542Step: 23 20.50
9545 ptsn pt 542Step: 24 20.75
9545 ptsn pt 542Step: 25 21.00
9545 ptsn pt 542Step: 26 21.25
9545 ptsn pt 542Step: 27 21.50
9545 ptsn pt 542Step: 28 21.75
9545 ptsn pt 542Step: 29 22.00
9545 ptsn pt 542Step: 30 22.25
9545 ptsn pt 542Step: 31 22.50
9545 ptsn pt 542Step: 32 22.75
9545 ptsn pt 542Step: 33 23.00
9545 ptsn pt 542Step: 34 23.25
9545 ptsn pt 542Step: 35 23.50
9545 ptsn pt 542Step: 36 23.75
9545 ptsn pt 542Step: 37 24.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 3 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 45, Packet Page 128 8/21/2024
POS # POSITION TITLE GRADE Group
9535 CAMP DIRECTOR/ASSIST CAMP DIR ptsn pt 605Step: 13 19.00 605 9535 ptsn pt 605Step: 14 19.25
9535 ptsn pt 605Step: 15 19.50
9535 ptsn pt 605Step: 16 19.75
9535 ptsn pt 605Step: 17 20.00
9535 ptsn pt 605Step: 18 20.25
9535 ptsn pt 605Step: 19 20.50
9535 ptsn pt 605Step: 20 20.75
9535 ptsn pt 605Step: 21 21.00
9535 ptsn pt 605Step: 22 21.25
9535 ptsn pt 605Step: 23 21.50
9535 ptsn pt 605Step: 24 21.75
9535 ptsn pt 605Step: 25 22.00
9535 ptsn pt 605Step: 26 22.25
9535 ptsn pt 605Step: 27 22.50
9535 ptsn pt 605Step: 28 22.75
9535 ptsn pt 605Step: 29 23.00
9535 ptsn pt 605Step: 30 23.25
9535 ptsn pt 605Step: 31 23.50
9535 ptsn pt 605Step: 32 23.75
9535 ptsn pt 605Step: 33 24.00
9535 ptsn pt 605Step: 34 24.25
9535 ptsn pt 605Step: 35 24.50
9535 ptsn pt 605Step: 36 24.75
9535 ptsn pt 605Step: 37 25.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 4 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 46, Packet Page 129 8/21/2024
POS # POSITION TITLE GRADE Group
9243 COMMUNITY SVC OFFICER INTERN ptsn pt 480Step: 2 16.00 480 9243 ptsn pt 480Step: 3 17.00
9243 ptsn pt 480Step: 4 18.00
9243 ptsn pt 480Step: 5 19.00
9243 ptsn pt 480Step: 6 20.00
9243 ptsn pt 480Step: 7 21.00
9243 ptsn pt 480Step: 8 22.00
9243 ptsn pt 480Step: 9 23.00
9243 ptsn pt 480Step: 10 24.00
9243 ptsn pt 480Step: 11 25.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 5 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 47, Packet Page 130 8/21/2024
POS # POSITION TITLE GRADE Group
9540 DESK ATTENDANT ptsn pt 583Step: 21 16.00 583
9540 ptsn pt 583Step: 22 16.25
9540 ptsn pt 583Step: 23 16.50
9540 ptsn pt 583Step: 24 16.75
9540 ptsn pt 583Step: 25 17.00
9540 ptsn pt 583Step: 26 17.25
9540 ptsn pt 583Step: 27 17.50
9540 ptsn pt 583Step: 28 17.75
9540 ptsn pt 583Step: 29 18.00
9540 ptsn pt 583Step: 30 18.25
9540 ptsn pt 583Step: 31 18.50
9540 ptsn pt 583Step: 32 18.75
9540 ptsn pt 583Step: 33 19.00
9540 ptsn pt 583Step: 34 19.25
9540 ptsn pt 583Step: 35 19.50
9540 ptsn pt 583Step: 36 20.00
9540 ptsn pt 583Step: 37 20.50
9540 ptsn pt 583Step: 38 21.00
9540 ptsn pt 583Step: 39 21.50
9540 ptsn pt 583Step: 40 22.00
9540 ptsn pt 583Step: 41 22.50
9540 ptsn pt 583Step: 42 23.00
9540 ptsn pt 583Step: 43 23.50
9540 ptsn pt 583Step: 44 24.00
9546 EXTRA-HELP RETIRED ANNUITANT ptpts 410Step: 1 16.00 410 9546 ptpts 410Step: 5 78.46
9546 ptpts 410Step: 15 115.45
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 6 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 48, Packet Page 131 8/21/2024
POS # POSITION TITLE GRADE Group
9421 FACILITY WORKER ptsn pt 510Step: 1 20.87 510
9421 ptsn pt 510Step: 2 21.91
9421 ptsn pt 510Step: 3 23.01
9421 ptsn pt 510Step: 4 24.16
9421 ptsn pt 510Step: 5 25.37
9421 ptsn pt 510Step: 6 26.64
9421 ptsn pt 510Step: 7 27.97
9421 ptsn pt 510Step: 8 29.37
9421 ptsn pt 510Step: 9 30.84
9421 ptsn pt 510Step: 10 32.38
9216 FIRE INSPECTOR I ptpts 401Step: 1 32.19 401
9216 ptpts 401Step: 2 33.80
9216 ptpts 401Step: 3 35.49
9216 ptpts 401Step: 4 37.26
9216 ptpts 401Step: 5 39.13
9216 ptpts 401Step: 6 41.08
9216 ptpts 401Step: 7 43.14
9216 ptpts 401Step: 8 45.29
9216 ptpts 401Step: 9 47.56
9216 ptpts 401Step: 10 49.94
9419 GUEST SERVICES ATTENDANT ptsn pt 508Step: 1 23.36 508 9419 ptsn pt 508Step: 2 24.53
9419 ptsn pt 508Step: 3 25.75
9419 ptsn pt 508Step: 4 27.04
9419 ptsn pt 508Step: 5 28.39
9340 HARBOR ATTENDANT ptsn pt 725Step: 1 22.48 725
9340 ptsn pt 725Step: 2 23.60
9340 ptsn pt 725Step: 3 24.78
9340 ptsn pt 725Step: 4 26.02
9340 ptsn pt 725Step: 5 27.32
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 7 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 49, Packet Page 132 8/21/2024
POS # POSITION TITLE GRADE Group
9221 HUMAN RESOURCES TECHNICIAN ptsn pt 447Step: 1 25.81 447 9221 ptsn pt 447Step: 2 27.10
9221 ptsn pt 447Step: 3 28.46
9221 ptsn pt 447Step: 4 29.88
9221 ptsn pt 447Step: 5 31.37
9413 INTERN ptsn pt 662Step: 2 16.00 662
9413 ptsn pt 662Step: 3 17.00
9413 ptsn pt 662Step: 4 18.00
9413 ptsn pt 662Step: 5 19.00
9413 ptsn pt 662Step: 6 20.00
9413 ptsn pt 662Step: 7 21.00
9413 ptsn pt 662Step: 8 22.00
9413 ptsn pt 662Step: 9 23.00
9413 ptsn pt 662Step: 10 24.00
9413 ptsn pt 662Step: 11 25.00
9379 JANITORIAL WORKER ptsn pt 727Step: 1 17.76 727
9379 ptsn pt 727Step: 2 18.65
9379 ptsn pt 727Step: 3 19.58
9379 ptsn pt 727Step: 4 20.56
9379 ptsn pt 727Step: 5 21.59
9314 LIBRARY CLERK ptsn pt 716Step: 1 20.03 716
9314 ptsn pt 716Step: 2 21.03
9314 ptsn pt 716Step: 3 22.08
9314 ptsn pt 716Step: 4 23.18
9314 ptsn pt 716Step: 5 24.34
9314 ptsn pt 716Step: 6 25.56
9314 ptsn pt 716Step: 7 26.84
9314 ptsn pt 716Step: 8 28.18
9314 ptsn pt 716Step: 9 29.59
9314 ptsn pt 716Step: 10 31.07
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 8 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 50, Packet Page 133 8/21/2024
POS # POSITION TITLE GRADE Group
9311 LIBRARY PAGE ptpts 403Step: 3 16.70 403
9311 ptpts 403Step: 4 17.54
9311 ptpts 403Step: 5 18.42
9311 ptpts 403Step: 6 19.33
9311 ptpts 403Step: 7 20.30
9524 LIFEGUARD ptsn pt 578Step: 22 17.00 578
9524 ptsn pt 578Step: 23 17.25
9524 ptsn pt 578Step: 24 17.50
9524 ptsn pt 578Step: 25 17.75
9524 ptsn pt 578Step: 26 18.00
9524 ptsn pt 578Step: 27 18.25
9524 ptsn pt 578Step: 28 18.50
9524 ptsn pt 578Step: 29 18.75
9524 ptsn pt 578Step: 30 19.00
9524 ptsn pt 578Step: 31 19.50
9524 ptsn pt 578Step: 32 20.00
9524 ptsn pt 578Step: 33 20.50
9524 ptsn pt 578Step: 34 21.00
9524 ptsn pt 578Step: 35 21.50
9524 ptsn pt 578Step: 36 22.00
9524 ptsn pt 578Step: 37 22.50
9524 ptsn pt 578Step: 38 23.00
9524 ptsn pt 578Step: 39 23.50
9524 ptsn pt 578Step: 40 24.00
9524 ptsn pt 578Step: 41 24.50
9524 ptsn pt 578Step: 42 25.00
9613 LITTER CONTROL WORKER ptpts 435Step: 2 16.43 435
9613 ptpts 435Step: 3 17.25
9613 ptpts 435Step: 4 18.12
9613 ptpts 435Step: 5 19.02
9613 ptpts 435Step: 6 19.97
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 9 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 51, Packet Page 134 8/21/2024
POS # POSITION TITLE GRADE Group
9315 MAINTENANCE WORKER ptsn pt 717Step: 1 20.87 717
9315 ptsn pt 717Step: 2 21.91
9315 ptsn pt 717Step: 3 23.01
9315 ptsn pt 717Step: 4 24.16
9315 ptsn pt 717Step: 5 25.37
9315 ptsn pt 717Step: 6 26.64
9315 ptsn pt 717Step: 7 27.97
9315 ptsn pt 717Step: 8 29.37
9315 ptsn pt 717Step: 9 30.84
9315 ptsn pt 717Step: 10 32.38
9350 MILITARY AFFAIRS COORDINATOR ptsn pt 712Step: 1 59.37 712 9350 ptsn pt 712Step: 2 62.34
9350 ptsn pt 712Step: 3 65.46
9350 ptsn pt 712Step: 4 68.73
9350 ptsn pt 712Step: 5 72.16
9316 MUSEUM ATTENDANT ptsn pt 718Step: 3 16.67 718
9316 ptsn pt 718Step: 4 17.51
9316 ptsn pt 718Step: 5 18.38
9316 ptsn pt 718Step: 6 19.30
9316 ptsn pt 718Step: 7 20.27
9316 ptsn pt 718Step: 8 21.28
PARK ASSISTANT ptsn Step: 1 22.46 719
ptsn Step: 2 23.58
ptsn Step: 3 24.76
ptsn Step: 4 26.00
ptsn Step: 5 27.30
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 10 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 52, Packet Page 135 8/21/2024
POS # POSITION TITLE GRADE Group
9343 PARKING ENFORCEMENT REPRESENT ptsn pt 720Step: 1 22.48 720 9343 ptsn pt 720Step: 2 23.60
9343 ptsn pt 720Step: 3 24.78
9343 ptsn pt 720Step: 4 26.02
9343 ptsn pt 720Step: 5 27.32
6619 PARKING FACILITY ATTENDANT ptsn pt 715Step: 1 16.33 715 6619 ptsn pt 715Step: 2 17.15
6619 ptsn pt 715Step: 3 18.00
6619 ptsn pt 715Step: 4 18.90
6619 ptsn pt 715Step: 5 19.85
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 11 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 53, Packet Page 136 8/21/2024
POS # POSITION TITLE GRADE Group
9582 PERSONAL TRAINER ptsn pt 728Step: 1 20.00 728
9582 ptsn pt 728Step: 2 21.00
9582 ptsn pt 728Step: 3 22.00
9582 ptsn pt 728Step: 4 23.00
9582 ptsn pt 728Step: 5 24.00
9582 ptsn pt 728Step: 6 25.00
9582 ptsn pt 728Step: 7 26.00
9582 ptsn pt 728Step: 8 27.00
9582 ptsn pt 728Step: 9 28.00
9582 ptsn pt 728Step: 10 29.00
9582 ptsn pt 728Step: 11 30.00
9582 ptsn pt 728Step: 12 31.00
9582 ptsn pt 728Step: 13 32.00
9582 ptsn pt 728Step: 14 33.00
9582 ptsn pt 728Step: 15 34.00
9582 ptsn pt 728Step: 16 35.00
9582 ptsn pt 728Step: 17 36.00
9582 ptsn pt 728Step: 18 37.00
9582 ptsn pt 728Step: 19 38.00
9582 ptsn pt 728Step: 20 39.00
9582 ptsn pt 728Step: 21 40.00
9582 ptsn pt 728Step: 22 41.00
9582 ptsn pt 728Step: 23 42.00
9582 ptsn pt 728Step: 24 43.00
9582 ptsn pt 728Step: 25 44.00
9217 POLICE OFFICER TRAINEE ptsn pt 453Step: 1 41.96 453 9313 POLICE RECRUIT ptsn pt 486Step: 1 45.61 486
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 12 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 54, Packet Page 137 8/21/2024
POS # POSITION TITLE GRADE Group
9341 PRESCHOOL INSTRUCTOR ptsn pt 721Step: 5 20.00 721
9341 ptsn pt 721Step: 6 20.25
9341 ptsn pt 721Step: 7 20.50
9341 ptsn pt 721Step: 8 20.75
9341 ptsn pt 721Step: 9 21.00
9341 ptsn pt 721Step: 10 21.25
9341 ptsn pt 721Step: 11 21.50
9341 ptsn pt 721Step: 12 21.75
9341 ptsn pt 721Step: 13 22.00
9341 ptsn pt 721Step: 14 22.25
9341 ptsn pt 721Step: 15 22.50
9341 ptsn pt 721Step: 16 22.75
9341 ptsn pt 721Step: 17 23.00
9341 ptsn pt 721Step: 18 23.25
9341 ptsn pt 721Step: 19 23.50
9341 ptsn pt 721Step: 20 23.75
9341 ptsn pt 721Step: 21 24.00
9341 ptsn pt 721Step: 22 24.25
9341 ptsn pt 721Step: 23 24.50
9341 ptsn pt 721Step: 24 24.75
9341 ptsn pt 721Step: 25 25.00
9341 ptsn pt 721Step: 26 25.25
9341 ptsn pt 721Step: 27 25.50
9341 ptsn pt 721Step: 28 25.75
9341 ptsn pt 721Step: 29 26.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 13 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 55, Packet Page 138 8/21/2024
POS # POSITION TITLE GRADE Group
9422 RECREATION ASSISTANT ptsn pt 722Step: 1 20.00 722
9422 ptsn pt 722Step: 2 21.00
9422 ptsn pt 722Step: 3 22.00
9422 ptsn pt 722Step: 4 23.00
9422 ptsn pt 722Step: 5 24.00
9422 ptsn pt 722Step: 6 25.00
9422 ptsn pt 722Step: 7 26.00
9422 ptsn pt 722Step: 8 27.00
9422 ptsn pt 722Step: 9 28.00
9422 ptsn pt 722Step: 10 29.00
9422 ptsn pt 722Step: 11 30.00
9422 ptsn pt 722Step: 12 31.00
9422 ptsn pt 722Step: 13 32.00
9422 ptsn pt 722Step: 14 33.00
9422 ptsn pt 722Step: 15 34.00
9422 ptsn pt 722Step: 16 35.00
9321 REFERENCE/CHILDRENS LIBRARIAN ptsn pt 723Step: 1 27.37 723 9321 ptsn pt 723Step: 2 28.74
9321 ptsn pt 723Step: 3 30.18
9321 ptsn pt 723Step: 4 31.69
9321 ptsn pt 723Step: 5 33.27
9411 RESERVE POLICE OFFICER ptpts 412Step: 1 50.19 412
9411 ptpts 412Step: 2 52.70
9411 ptpts 412Step: 3 55.37
9411 ptpts 412Step: 4 58.09
9411 ptpts 412Step: 5 60.98
9416 SENIOR AQUATICS SPECIALIST ptsn pt 505Step: 1 34.35 505 9416 ptsn pt 505Step: 2 36.07
9416 ptsn pt 505Step: 3 37.87
9416 ptsn pt 505Step: 4 39.76
9416 ptsn pt 505Step: 5 41.75
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 14 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 56, Packet Page 139 8/21/2024
POS # POSITION TITLE GRADE Group
9417 SENIOR FACILITY SPECIALIST ptsn pt 506Step: 1 34.35 506 9417 ptsn pt 506Step: 2 36.07
9417 ptsn pt 506Step: 3 37.87
9417 ptsn pt 506Step: 4 39.76
9417 ptsn pt 506Step: 5 41.75
SENIOR HUMAN RESOURCES TECH ptsn Step: 1 28.63 448
ptsn Step: 2 30.06
ptsn Step: 3 31.56
ptsn Step: 4 33.14
ptsn Step: 5 34.80
SENIOR SPORTS SPECIALIST ptsn Step: 1 34.35 507
ptsn Step: 2 36.07
ptsn Step: 3 37.87
ptsn Step: 4 39.76
ptsn Step: 5 41.75
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 15 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 57, Packet Page 140 8/21/2024
POS # POSITION TITLE GRADE Group
9530 SPECIALTY CLASS INSTRUCTOR ptsn pt 617Step: 1 20.00 617 9530 ptsn pt 617Step: 2 21.00
9530 ptsn pt 617Step: 3 22.00
9530 ptsn pt 617Step: 4 23.00
9530 ptsn pt 617Step: 5 24.00
9530 ptsn pt 617Step: 6 25.00
9530 ptsn pt 617Step: 7 26.00
9530 ptsn pt 617Step: 8 27.00
9530 ptsn pt 617Step: 9 28.00
9530 ptsn pt 617Step: 10 29.00
9530 ptsn pt 617Step: 11 30.00
9530 ptsn pt 617Step: 12 31.00
9530 ptsn pt 617Step: 13 32.00
9530 ptsn pt 617Step: 14 33.00
9530 ptsn pt 617Step: 15 34.00
9530 ptsn pt 617Step: 16 35.00
9530 ptsn pt 617Step: 17 36.00
9530 ptsn pt 617Step: 18 37.00
9530 ptsn pt 617Step: 19 38.00
9530 ptsn pt 617Step: 20 39.00
9530 ptsn pt 617Step: 21 40.00
9530 ptsn pt 617Step: 22 41.00
9530 ptsn pt 617Step: 23 42.00
9530 ptsn pt 617Step: 24 43.00
9530 ptsn pt 617Step: 25 44.00
9530 SPECIALTY CLASS INSTRUCTOR ptsn pt 618Step: 1 30.00 618 9530 ptsn pt 618Step: 2 30.50
9530 ptsn pt 618Step: 3 31.00
9530 ptsn pt 618Step: 4 31.50
9530 ptsn pt 618Step: 5 32.00
9530 ptsn pt 618Step: 6 32.50
9530 ptsn pt 618Step: 7 33.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 16 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 58, Packet Page 141 8/21/2024
POS # POSITION TITLE GRADE Group
9530 SPECIALTY CLASS INSTRUCTOR ptsn pt 618Step: 8 33.50 618 9530 ptsn pt 618Step: 9 34.00
9530 ptsn pt 618Step: 10 34.50
9530 SPECIALTY CLASS INSTRUCTOR ptsn pt 619Step: 1 35.00 619 9530 ptsn pt 619Step: 2 36.00
9530 ptsn pt 619Step: 3 37.00
9530 ptsn pt 619Step: 4 38.00
9530 ptsn pt 619Step: 5 39.00
9530 ptsn pt 619Step: 6 40.00
9530 ptsn pt 619Step: 7 41.00
9530 ptsn pt 619Step: 8 42.00
9530 ptsn pt 619Step: 9 43.00
9530 ptsn pt 619Step: 10 44.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 17 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 59, Packet Page 142 8/21/2024
POS # POSITION TITLE GRADE Group
9537 SPORTS OFFICIAL ptsn pt 560Step: 1 17.00 560
9537 ptsn pt 560Step: 2 18.00
9537 ptsn pt 560Step: 3 19.00
9537 ptsn pt 560Step: 4 20.00
9537 ptsn pt 560Step: 5 21.00
9537 ptsn pt 560Step: 6 22.00
9537 ptsn pt 560Step: 7 23.00
9537 ptsn pt 560Step: 8 24.00
9537 ptsn pt 560Step: 9 25.00
9537 ptsn pt 560Step: 10 26.00
9537 ptsn pt 560Step: 11 27.00
9537 ptsn pt 560Step: 12 28.00
9537 ptsn pt 560Step: 13 29.00
9537 ptsn pt 560Step: 14 30.00
9537 ptsn pt 560Step: 15 31.00
9537 ptsn pt 560Step: 16 32.00
9537 ptsn pt 560Step: 17 33.00
9537 ptsn pt 560Step: 18 34.00
9537 ptsn pt 560Step: 19 35.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 18 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 60, Packet Page 143 8/21/2024
POS # POSITION TITLE GRADE Group
9548 SR REC LEADER/REC LEADER ptsn pt 729Step: 13 18.00 729 9548 ptsn pt 729Step: 14 18.25
9548 ptsn pt 729Step: 15 18.50
9548 ptsn pt 729Step: 16 18.75
9548 ptsn pt 729Step: 17 19.00
9548 ptsn pt 729Step: 18 19.25
9548 ptsn pt 729Step: 19 19.50
9548 ptsn pt 729Step: 20 19.75
9548 ptsn pt 729Step: 21 20.00
9548 ptsn pt 729Step: 22 20.25
9548 ptsn pt 729Step: 23 20.50
9548 ptsn pt 729Step: 24 20.75
9548 ptsn pt 729Step: 25 21.00
9548 ptsn pt 729Step: 26 21.25
9548 ptsn pt 729Step: 27 21.50
9548 ptsn pt 729Step: 28 21.75
9548 ptsn pt 729Step: 29 22.00
9548 ptsn pt 729Step: 30 22.25
9548 ptsn pt 729Step: 31 22.50
9548 ptsn pt 729Step: 32 22.75
9548 ptsn pt 729Step: 33 23.00
9548 ptsn pt 729Step: 34 23.25
9548 ptsn pt 729Step: 35 23.50
9548 ptsn pt 729Step: 36 23.75
9548 ptsn pt 729Step: 37 24.00
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 19 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 61, Packet Page 144 8/21/2024
POS # POSITION TITLE GRADE Group
9322 SUPPORT ANALYST ptsn pt 726Step: 1 33.98 726
9322 ptsn pt 726Step: 2 35.68
9322 ptsn pt 726Step: 3 37.46
9322 ptsn pt 726Step: 4 39.34
9322 ptsn pt 726Step: 5 41.30
9322 ptsn pt 726Step: 6 43.37
9322 ptsn pt 726Step: 7 45.54
9322 ptsn pt 726Step: 8 47.81
9322 ptsn pt 726Step: 9 50.20
9322 ptsn pt 726Step: 10 52.71
9322 ptsn pt 726Step: 11 55.35
9322 ptsn pt 726Step: 12 58.12
9322 ptsn pt 726Step: 13 61.02
9322 ptsn pt 726Step: 14 64.07
9322 ptsn pt 726Step: 15 67.28
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 20 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 62, Packet Page 145 8/21/2024
POS # POSITION TITLE GRADE Group
9527 SUPPORT PRESCHOOL INSTRUCTOR ptsn pt 502Step: 19 17.50 502 9527 ptsn pt 502Step: 20 17.75
9527 ptsn pt 502Step: 21 18.00
9527 ptsn pt 502Step: 22 18.25
9527 ptsn pt 502Step: 23 18.50
9527 ptsn pt 502Step: 24 18.75
9527 ptsn pt 502Step: 25 19.00
9527 ptsn pt 502Step: 26 19.25
9527 ptsn pt 502Step: 27 19.50
9527 ptsn pt 502Step: 28 19.75
9527 ptsn pt 502Step: 29 20.00
9527 ptsn pt 502Step: 30 20.25
9527 ptsn pt 502Step: 31 20.50
9527 ptsn pt 502Step: 32 20.75
9527 ptsn pt 502Step: 33 21.00
9527 ptsn pt 502Step: 34 21.25
9527 ptsn pt 502Step: 35 21.50
9527 ptsn pt 502Step: 36 21.75
9527 ptsn pt 502Step: 37 22.00
9527 ptsn pt 502Step: 38 22.25
9527 ptsn pt 502Step: 39 22.50
9527 ptsn pt 502Step: 40 22.75
9527 ptsn pt 502Step: 41 23.00
9527 ptsn pt 502Step: 42 23.25
9527 ptsn pt 502Step: 43 23.75
9831 WHARF ATTENDANT ptpts 705Step: 1 21.51 705
9831 ptpts 705Step: 2 22.59
9831 ptpts 705Step: 3 23.71
9831 ptpts 705Step: 4 24.90
9831 ptpts 705Step: 5 26.15
roll\402-01-Payroll General Info\SALARY SCHEDULES\SalarySch Part-time.rpt Page 21 of 21

CITY OF MONTEREY PART-TIME HOURLY SCHEDULE
Effective 1/01/2024 Through 12/31/2024

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 7., Item Page 63, Packet Page 146 Council
Agenda Report
FROM: Andrea Renny, Public Works Director
Kimberly Cole, AICP, Community Development Director
Prepared By: Andrew Easterling, City Engineer
Lori L. Williamson, Chief Building Official
Janna Aldrete, Property Management
SUBJECT: Amending Resolution 24-099, the Five-Year Capital Improvement Program, to include the 30 Fisherman's Wharf Deck Repairs Project and Authorize an Appropriation of $300,000 from the General Fund’s Unassigned Fund Balance. (Exempt from CEQA, Article 19, Section 15301 Class 1)
RECOMMENDATION:

That the City Council adopt the attached resolution:

1. Amending Resolution 24-099, the Five-Year Capital Improvement Program, to include the 30 Fisherman's Wharf Deck Repairs Project in the Capital Improvement Program (“CIP”); and

2. Authorizing the Finance Director, or their designee to appropriate $300,000 from the General Fund’s unassigned fund balance to the Capital Projects Fund, 30 Fisherman's Wharf Deck Repairs Project (“Project”).

VALUE DRIVERS:

Preserve, promote, and maintain our City’s historic and cultural resources through responsible stewardship and historic preservation that highlights the contributions and perspectives of all people who are a part of Monterey’s diverse history.

Foster a local government that is transparent and collaborative; and solicits, welcomes and appreciates input from all.

POLICY IMPLICATIONS:

This action is also consistent with Council policy to approve budget amendments.

On September 10, 2024, the Planning Commission determined that the Project is consistent with the City’s adopted plans.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

Date: 9/17/2024
Item No.: 8.

Council Regular Meeting, 9/17/2024, Item No. 8., Item Page 1, Packet Page 147 №10/24
FISCAL IMPLICATIONS:

The proposed action will appropriate $300,000 from the General Fund’s unassigned fund balance to a new CIP Project, the 30 Fisherman’s Wharf Deck Repair Project. The project construction cost estimate is $300,000, which includes approximately $170,000 in decking work and $130,000 in framing work.

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 consists of repairs and maintenance to Fisherman’s Wharf (30 Fisherman’s Wharf).

Furthermore, the project does not qualify for any of the exceptions to 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 have an 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 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. Repairs and maintenance under the project would not impact the building at 30 Fisherman’s Wharf. The project is located on Wharf I; therefore, archeological sensitivity does not apply to this project.

The project would not have an impact on historic or archeological resources.

ALTERNATIVES CONSIDERED:

The City Council could choose to not fund the repairs, but this is not recommended by staff. The City owns the building and structural repairs are needed to prevent further deterioration.

Council Regular Meeting, 9/17/2024, Item No. 8., Item Page 2, Packet Page 148 №10/24
DISCUSSION:

Wharf 1, also known as Old Fisherman’s Wharf, features a main boardwalk, various concession buildings, finger piers, and docking and mooring structures, with both City-owned and tenantowned structures. The vacant building located at 30 Fisherman’s Wharf (Concession 33), came under City ownership in 2021.

The City implements a structural maintenance program to inspect and assess the condition of its two wharves to identify maintenance and repair needs. An inspection and assessment of Fisherman’s Wharf (“Wharf 1”) was performed in spring 2024. The Wharf 1 inspection and assessment report informed the project engineer’s exploratory review of the site. Ultimately, staff determined that repairs were necessary at 30 Fisherman’s Wharf to provide a structurally sound building to future tenants. Construction drawings were prepared based on the engineer’s review of the report and field observations to implement the necessary repairs. In general, the repairs include replacing damaged deck boards, floor finishes, sheeting, and installation of structural hardware and framing.

The City anticipates construction in late 2024 through the job order contract program (See City Code section 28-9 et seq.). The City has both Class A and Class B Job Order Contracts available for new construction, repairs, and upgrades to existing infrastructure, and emergency repairs. Job Order Contracts use unit prices that are competitively bid as a way of expediting a project. The City has successfully used Job Order contractors for many years to deliver municipal and building projects.

Staff estimates that full cost to construct this project is $300,000. The proposed action will create a new CIP Project and make an appropriation to fund this effort adequately.

The City is not responsible for the maintenance of the wharf in its entirety. There are various lease agreements where the tenants are responsible for maintaining their structure and are obligated to provide engineering reports and make any necessary repairs every three years.

The full Wharf I Inspection and Assessment will be presented to the City Council during a future meeting.

AR/KC/ae/lw/ja
Attachments:

1. Resolution
e: Kim Cole, Community Development Director
Janna Aldrete, Property Manager
Lori Williamson, Chief Building Official
Fisherman’s Wharf Association
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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 8., Item Page 3, Packet Page 149 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24
AMENDING RESOLUTION 24-099. THE FIVE YEAR CAPITAL IMPROVEMENT PROGRAM, TO INCLUDE THE 30 FISHERMAN'S WHARF DECK REPAIRS PROJECT AND AUTHORIZING AN APPROPRIATION OF $300,000 FROM THE GENERAL FUND’S

UNASSIGNED FUND BALANCE
WHEREAS, the vacant building located at 30 Fisherman’s Wharf came under City ownership in 2021;
WHEREAS, staff determined that repairs were necessary at 30 Fisherman’s Wharf to provide a structurally sound building to future tenants; WHEREAS, construction drawings were prepared based on the engineer’s review of the report and field observations to implement the necessary repairs; WHEREAS, staff estimates that the full cost to construct this project is $300,000; WHEREAS, this action adds this project to the Capital Improvement Program project; 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 consists of repairs and maintenance to Fisherman’s Wharf (30 Fisherman’s Wharf). Furthermore, the project does not qualify for any of the exceptions to 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 have an 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 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, Council Regular Meeting, 9/17/2024, Item No. 8., Item Page 4, Packet Page 150 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 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. Repairs and maintenance under the project would not impact the building at 30 Fisherman’s Wharf. The project is located on Wharf I; therefore, archeological sensitivity does not apply to this project.

The project would not have an impact on historic or archeological resources.

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

1. Amends Resolution 24-099 to include the 30 Fisherman's Wharf Deck Repairs Project in the Capital Improvement Program; and

2. Authorizes the Finance Director, or their designee to appropriate $300,000 from the General Fund’s Unassigned Fund Balance to the Capital Projects Fund, 30 Fisherman's Wharf Deck Repairs 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, 9/17/2024, Item No. 8., Item Page 5, Packet Page 151 Council
Agenda Report
№08/22
FROM: Andrea Renny, Public Works Director
Prepared By: Kevin Anderson, Engineering Projects Manager SUBJECT: Award a Contract in the Amount of $89,116.20 to Duke's Root Control, Inc. for Annual Sewer Root Foaming 2024 (Exempt from CEQA Article 19, Section 15301, Class 1)
RECOMMENDATION:

That the City Council adopt the attached resolution:

1. Approving the use of the bid amounts supplied by Duke’s Root Control, Inc. as the lowest responsive, responsible bidder for Houston-Galveston Area Council (H-GAC), as authorized by the City of Monterey’s Purchasing Ordinance’s exception to competitive procurement requirements (Monterey Code 28-14(a));

2. Awarding a contract to the lowest responsive, responsible bidder, Duke’s Root Control, Inc, in the amount of $89,116.20;

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

4. Authorizing staff to expend up to an additional $5,000 for unforeseen conditions in the field.

VALUE DRIVERS:

Protect and preserve our natural environment by addressing climate change through ecologically responsible and pragmatic solutions.

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 Protecting our Environment – “Protect the Monterey Bay National Marine Sanctuary and our environmental assets from pollution.”
CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

The contract cost of $89,116.20 is based on the following City sewer pipe sizes and approximate quantities to be foamed:

Date: 9/17/2024
Item No.: 9.

Council Regular Meeting, 9/17/2024, Item No. 9., Item Page 1, Packet Page 152 Pipe Size Unit Price Quantity Total
4–9 inch $2.02/ft. 36,811.0 feet $74,358.20
10–12 inch $2.43/ft. 5,330.9 feet $12,954.10
13-16 inch $4.61/ft. 391.3 feet $1,803.89
42,533.2 feet $89,116.20
The award of this contract utilizes an accepted exception to competitive procurement requires by purchasing through a cooperative purchase contract. (Monterey Code 28-14(a)) from the Houston-Galveston Area Council (H-GAC), approved by Finance on September 3, 2024 Total Project Estimate:

Total Bid $ 89,116.20
Construction Contingency, $5,000 $ 5,000
Total Project Construction Estimate (This Authorization) $ 94,116.20 Funding Sources:

Citywide Root Foaming Project account (33c1501) $28,051.09 Sewer Line Maintenance Fund (This Appropriation) $85,000.00 Total Available Funding $113,051.09
Sewer Line Maintenance fees are collected from the community by the City to operate, maintain, and rehabilitate the sewage collection system. The Sewer Line Maintenance Fund is an appropriate funding source for sewer root foaming as a maintenance activity. There are sufficient funds in the Sewer Line Maintenance Fund to fund the requested appropriation.

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 proposes sewer main root foaming in existing sanitary sewer lines to control root growth.

This is a minor maintenance activity of an existing facility. Furthermore, the project does not qualify for any of the exceptions to 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 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 Class 1.

Council Regular Meeting, 9/17/2024, Item No. 9., Item Page 2, Packet Page 153 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 is a minor maintenance activity of an existing facility.

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. There are no unusual circumstances because the project is a standard maintenance method for root growth control in existing sanitary sewer lines.

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. The project is not located on a hazardous waste site pursuant to Section 65962.5 of the Government Code. The project area is limited to the inside of the sanitary sewer lines.

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 does not involve ground disturbance as all work will be within existing sanitary sewer lines. No historic resources will be affected.

ALTERNATIVES CONSIDERED:

The City could choose not to perform sewer line root foaming. This is not recommended as root mitigation is an essential maintenance method to help prevent SSOs (Sanitary Sewer Overflows).

DISCUSSION:

The purpose of this project is to apply a chemical root control agent to the sanitary sewer lines to kill the root growth that may be present in the lines and to inhibit re-growth. This standard maintenance method does not permanently damage the vegetation producing the roots.

Root control treatment helps to address sanitary sewer maintenance problems in the City’s sewer system. The chemical root foaming agent is approved by the U.S. Environmental Protection Agency for this use. The foam is pumped through the sewer main from manhole to manhole to compress it against all pipe surfaces. Roots in the sewer stop growing and eventually die upon contact with the herbicide foam; trees are not otherwise harmed with this method. The treatment inhibits re-growth for three to five years. The locations to be treated include various locations throughout the City and the Presidio of Monterey.

Council Regular Meeting, 9/17/2024, Item No. 9., Item Page 3, Packet Page 154 Staff chose to expedite the bidding portion of the project by utilizing an accepted exemption to competitive procurement requirements (Monterey Code 28-14(a)). The lowest responsive, responsible bidder for the Houston-Galveston Area Council (H-GAC) is Duke’s Root Control, Inc. The exception from competitive bidding requirements was approved by Finance on September 3, 2024. Duke’s Root Control, Inc. has performed sewer root foaming for the City in the past and staff is confident in their ability to perform the scope of services.

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

2. Awarding a contract to the lowest responsive, responsible bidder, Duke’s Root Control, Inc, in the amount of $89,116.20;

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

4. Authorizing staff to expend up to an additional $5,000 for unforeseen conditions in the field.

AR/mb
Attachments: 1. Resolution
e: Duke’s Root Control, Inc.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№08/22
AWARDING A CONTRACT IN THE AMOUNT OF $94,116.20 TO DUKE'S ROOT CONTROL, INC. FOR ANNUAL SEWER ROOT FOAMING 2024
WHEREAS, root control treatment helps to address sanitary sewer maintenance problems in the City’s sewer system;
WHEREAS, the award of this contract utilizes an accepted exception to competitive procurement requirements (Monterey Code 28-14(a)) from the Houston-Galveston Area Council (H-GAC), approved by Finance on September 3, 2024;
WHEREAS, Duke’s Root Control, Inc. is the lowest responsive, responsible bidder for Houston-Galveston Area Council (H-GAC);
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 proposes sewer main root foaming in existing sanitary sewer lines to control root growth. This is a minor maintenance activity of an existing facility. Furthermore, the project does not qualify for any of the exceptions to 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 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 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 is a minor maintenance activity of an existing facility.

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. There are no unusual circumstances because the project is a standard maintenance method for root growth control in existing sanitary sewer lines.

Council Regular Meeting, 9/17/2024, Item No. 9., Item Page 5, Packet Page 156 2 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. The project is not located on a hazardous waste site pursuant to Section 65962.5 of the Government Code. The project area is limited to the inside of the sanitary sewer lines.

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 does not involve ground disturbance as all work will be within existing sanitary sewer lines. No historic resources will be affected.

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

1. Approves the use of the bid amounts supplied by Duke’s Root Control, Inc. as the lowest responsive, responsible bidder for Houston-Galveston Area Council (HGAC), as authorized by the City of Monterey’s Purchasing section 28-14(a);

2. Awards a contract to the lowest responsive, responsible bidder, Duke’s Root Control, Inc, in the amount of $89,116.20;

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

4. Authorizes staff to expend up to an additional $5,000 for unforeseen conditions in the field.

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, 9/17/2024, Item No. 9., Item Page 6, Packet Page 157 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:

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.

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 Date: 9/17/2024
Item No.: 10.

Council Regular Meeting, 9/17/2024, Item No. 10., Item Page 1, Packet Page 158 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 was heard on May 28, 2024 in Department 15 of the Monterey Superior Court. The Court took the matter under submission and issued a ruling on July 11, 2024 granting Ruby Falls Fund, LLC’s petition for writ of mandate. The petition was granted on the basis that the Coastal Commission failed to provide notice of the hearing and staff report of the November 19, 2019 hearing, the Commission failed to exercise its discretion in deciding whether to grant Ruby Falls Fund, LLC’s request for a continuance, and the November 19, 2019 decision based on “changed circumstances” was not reached through a fair hearing conducted as required by law. It does not appear from the court records that a writ of mandate or judgment has been entered in the case.

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.

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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 10., Item Page 2, Packet Page 159 Council
Agenda Report
FROM: Kimberly Cole, AICP, Community Development Director Prepared By: Jacob Verania, HCD Coordinator, and
Anastacia Wyatt, Housing Manager
SUBJECT: Adopt the Fiscal Year (FY) 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) for the Community Development Block Grant Program (CDBG) and Authorize Submission to the U.S. Department of Housing and Urban Development (Categorically Excluded from NEPA per 24 CFR Part 58 and Not a Project under CEQA per Article 20, Section 15378 and General Rule Article 5 Section 15061)
RECOMMENDATION:

That the City Council adopt the Fiscal Year 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) for the Community Development Block Grant Program (CDBG) and authorize submission to the U.S. Department of Housing and Urban Development (HUD).

This action also authorizes staff to administratively make changes to the City Council approved CAPER as may be required by HUD. Final approval of the CAPER rests with HUD. (See 24 CFR section 91.520(i); 42 USCA section 5304.)
VALUE DRIVERS:

Support efforts and policies that provide equitable access to affordable housing in Monterey and the region.

POLICY IMPLICATIONS:

The FY 2023-2024 CAPER for Housing and Community Development Programs has been prepared according to HUD requirements. Submission of the CAPER to HUD is required for the City to receive Community Development Block Grant (CDBG) funds for the next fiscal year. The activities summarized in the report were completed in FY 2023-2024 or Program Year (PY23). All the programs, activities and expenditures identified in this CAPER implemented programs previously approved in the City’s 2020-24 Consolidated Plan, and Fiscal Year 2023-2024 Action Plan. Submission of the CAPER to HUD documents compliance of the City’s CDBG programs with HUD national objectives.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

In FY 2023-2024, the City received a CDBG entitlement grant of $238,999 from HUD. The City received $451,541.07 in program income, resulting from ground leases and loan payoffs.

Typically, the CAPER also details the sale of property through the purchase and resale program.

In FY 2023-2024, no properties were purchased or sold. The City received less program income Fiscal Year 2023-2024 than past fiscal years. In the past few years, the City received the following Program Income:

Date: 9/17/2024
Item No.: 11.

Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 1, Packet Page 160  FY 2020-2021-$1,189,339.60
 FY 2021-2022 $1,547,601.27
 FY 2022-2023 $ 900,052.46
Program income varies mostly when former inclusionary properties are sold by the City and entered as revenue.

ENVIRONMENTAL DETERMINATION:

The CAPER is considered Categorically Excluded under the Federal National Environmental Policy Act (NEPA) guidelines (24 CFR Part 58). The CAPER 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:

The City Council may elect to not approve the CAPER. However, this is not recommended as this is a requirement for receiving grant funds and maintaining compliance with HUD.

DISCUSSION:

HUD requires submission of a CAPER at the end of each program year for all City programs utilizing CDBG entitlement funds. The CAPER reports on how the City has used CDBG funds in the previous program year to achieve compliance with HUD national objectives. HUD also requires that the CAPER report includes information on the City’s progress in reaching the goals identified in the City’s Five-Year Consolidated Plan and Annual CDBG Action Plan. The period covered in the attached CAPER is for Fiscal Year 2023-2024 (July 1, 2023 through June 30, 2024).

Notice of the draft CAPER and notice of the September 17, 2024 City Council Public Hearing was published in newspapers of general circulation including: the Monterey Herald on August 27, 2024 and in the Monterey County Weekly on August 22, 2024. On August 27, 2024, the draft CAPER was made available to the public on the City’s website and at the following locations:
 Office of the City Clerk, 580 Pacific St., Room 6, Monterey, CA 93940  Office of the Planning Department, 570 Pacific St., Monterey, CA 93940  Office of Housing Programs, 570 Pacific St., Monterey, CA 93940  Monterey Public Library, reference desk, 625 Pacific St., Monterey, CA 93940  Website: www.monterey.org/housing
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 2, Packet Page 161 In addition, on August 27, 2024, the City provided notification of the availability of the draft CAPER to the following groups through Constant Contact and email notification:
 Chief of Police for the City of Monterey
 CDBG Subrecipients (Nonprofits)
 Continuum of Care (CoC) for the Monterey County
 Business Association Representatives
 Neighborhood Association Presidents
 Social Action Groups
 Residents of Public and Affordable Housing
At the time of the preparation of this agenda report, Interim Inc. reviewed the CAPER and provided comments to clarify their PY amounts between PY22 and PY23 as CAPER data did not delineate funds for each year and combined the funds into one activity over two years.

Interim also requested that the City edit its program description from: “Interim Inc.: Homeless services, emergency and temporary housing outreach, and case management for people with mental illness.” to the following: “Interim Inc.: Homeless services, emergency shelter in motels, street outreach, and case management for people with mental illness.” They also wanted the City to add the following to the CAPER: “In addition, Interim Inc.’s Manzanita House provided short-term crisis residential services.” Interim also wanted the City to clarify that Interim did not provide placement in Monterey’s Laguna Grande neighborhood. No other public comments or questions on the CAPER have been received to date.

PY23 Accomplishment Overview
The FY 2023-2024 CDBG projects and programs focused on continued support of public services and carrying out CARES act activities through the Food Bank and Meals on Wheels, improvements to public facilities, rehabilitation of non-profit owned facilities that are used to provide services to the disadvantaged, preservation of existing affordable ownership units, and housing rehabilitation grants.

Public Service Grant Program Highlights:
 Eleven public service activities were funded with approximately $172,000. Public services were provided to approximately 1,980 low- and moderate-income households and individuals, including services for seniors, persons with disabilities, homeless persons, youth, and families. The public service agencies providing services to Monterey residents include Community Human Services (Casa de Noche Buena, Safe Place, and Shuman Heart House), Gathering for Women, Legal Services for Seniors, Alliance on Aging, Josephine Kernes Memorial Pool, Legal Services for Seniors, Eden Fair Housing, Court Appointed Special Advocates (CASA), and Food Bank of Monterey County.

CARES Act Public Service Grant Highlights:
 Two CARES Act public service activities were carried out through approximately $100,000 to the Food Bank and Meals on Wheels. CARES Act projects served approximately 664 low and moderate income households and individuals. Food Bank provided emergency food assistance to the elderly, low income apartment complexes, and parks in the community.

Meals on Wheels provided COVID vaccines and freshly prepared, nutritious meals to seniors.

Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 3, Packet Page 162 Housing Preservation Highlights:
 Five low-income homeowners received safety rehabilitation grants and loans totaling approximately $164,581.20.
 The City is in the process of completing the rehabilitation of three (3) affordable ownership units totaling $39,059.27.
 The City purchased two affordable housing units for rehabilitation and resale.

Improvements to Laguna Grande Park Highlights:
 Public works carried out activities at Laguna Grande Park in the amount of approximately $100,000. Improvements included the installation of four new streetlights and two existing streetlights, as well as the creation of a four-foot-wide concrete walkway around the existing volleyball court and paving of an existing picnic area at Laguna Grande Park. These improvements are estimated to benefit approximately 3,144 people, in Census Tract 053 Block groups 3 and 4 including approximately 54% or 1,686 low moderate residents in the City of Monterey.

Planning and Administration Highlights:

The Housing Staff monitored sub-recipients and completed planning and administration of FY 2023- 2024 funds to ensure compliance with HUD regulations. City staff attended the National Community Development Association (NCDA) conferences in Washington D.C. and Boston, Massachusetts and took training courses on subrecipient monitoring, housing rehabilitation, and completing the Consolidated Plan. Staff also completed training in HUD’s Integrated Disbursement & Information System (IDIS) with staff from other Bay Area communities in Sunnyvale.

The FY 2023-2024 CAPER is available for review at:
https://monterey.gov/news_detail_T36_R340.php and is attached as Exhibit A to the resolution.

In conclusion, staff recommends that the City Council conduct a public hearing, receive public comment, and adopt the FY 2023-2024 CAPER for Housing and Community Development Programs; and authorize submission to HUD.

The CAPER is submitted to HUD by September 28, 2024. HUD reviews and comments on the CAPER and administrative changes to the document may be required.

KC
Attachments: 1. Draft Resolution

2. 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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 4, Packet Page 163 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№09/22
ADOPTING THE FISCAL YEAR 2023-2024 CONSOLIDATED ANNUAL PERFORMANCE

AND EVALUATION REPORT FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM AND AUTHORIZING SUBMISSION TO THE U.S. DEPARTMENT OF HOUSING

AND URBAN DEVELOPMENT
WHEREAS, HUD requires submission of a Consolidated Annual Performance and Evaluation Report (CAPER) at the end of each fiscal year for all City programs utilizing Community Development Block Grant (CDBG) funds (See 42 USCA section 5304 and 24 CFR

91.520(i));
WHEREAS, Notice of the draft CAPER and September 17, 2024 City Council Public Hearing for the draft CAPER was published in newspapers of general circulation including: the Monterey Herald on August 27, 2024 and in the Monterey County Weekly on August 22, 2024.

On August 27, 2024, the draft CAPER was made available to the public on the City’ website and at the following locations:
 Office of the City Clerk, 580 Pacific St., Room 6, Monterey, CA 93940  Office of the Planning Department, 570 Pacific St., Monterey, CA 93940  Office of Housing Programs, 570 Pacific St., Monterey, CA 93940  City Library, reference desk, 625 Pacific St., Monterey, CA 93940  Website: www.monterey.org/housing
In addition, on August 27, 2024, the City provided notification of the availability of the draft CAPER to the following groups through Constant Contact and email notification:
 Chief of Police for the City of Monterey
 CDBG Subrecipients (Nonprofits)
 Continuum of Care (CoC) for the Monterey County
 Business Association Representatives
 Neighborhood Association Presidents
 Social Action Groups
 Residents of Public and Affordable Housing
WHEREAS, the City completed CDBG projects and programs focused on continued support of public services, housing preservation programs, public facilities, program administration activities to primarily benefit low to moderate income persons in the City of Monterey;
WHEREAS, programs served low to moderate income households and individuals, including seniors, persons with disabilities, disadvantaged, people experiencing homelessness, youth, and families; and
WHEREAS, the CAPER is considered Categorically Excluded under the Federal National Environmental Policy Act (NEPA) guidelines (24 CFR Part 58). The CAPER is not a Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 5, Packet Page 164 2 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.

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it adopt the Fiscal Year 2023-2024 Consolidated Annual Performance and Evaluation Report (CAPER) for Housing and Community Development Programs and authorize submission to the U.S. Department of Housing and Urban Development (HUD). The City Council authorizes staff to administratively amend the adopted CAPER to address HUD requirements.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this 17th day of September, 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, 9/17/2024, Item No. 11., Item Page 6, Packet Page 165

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 7, Packet Page 166 CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.

For Fiscal Year (FY) 2023-2023, the City of Monterey received a CDBG entitlement (EN) grant of $238 ,999. In addition, the City received $451,541.07 in Program Income (PI) through former Redevelopment Agency Housing Funds and other Program Income. With a total of $690,369.07 in resources available, the City was successful in meeting its timeliness test in FY 23-24 and continues ongoing efforts to maintain timeliness in future years.

To support the Annual Action Plan as well as the 2020-2024 Consolidated Plan, the City successfully focused on a wide array of planned activities in the fourth year of the Consolidated Plan. The City continued to fund several public service agencies to support its goals and meet community and resident needs. These included Alliance on Aging, Community Human Services Casa De Noche Buena, Community Human Services Safe Place, Community Human Services Shuman HeartHouse, Court Appointed Special Advocates (CASA), Eden Council for Hope and Opportunity (ECHO) Fair Housing Support Services, Food Bank of Monterey County, Gathering for Women, Interim, Inc., Josephine Kernes Memorial Pool, Legal Services for Seniors, and Meals on Wheels. Residents supported through these initiatives totaled 2,141 and targeted citywide populations including homeless individuals, disabled individuals, seniors, and LMI (low- and moderate-income) youth and families.

In FY 2023-2024, the City continued to fund home rehabilitation projects through its Housing Preservation Programs. These included the Mr. FixIt Grant which provided small grants to low-income households to make minor repairs, the Home Safety Grant which provided small grants to low-income households to make emergency health and safety repairs, and the Home Accessibility Grant which provided small grants to lowincome households to make accessibility improvements for disabled family members. In FY 2023-2024, the City successfully administered and completed rehabilitation projects for five (5) low-income households through the Housing Preservation Program grants. The City managed lowincome housing apartments including Casa De Estrella; monitored approximately 113 market rate and deed restricted affordable rental and ownership housing units; and entered into an Exclusive Negotiating Agreement with MidPen Housing for the development of a 100% affordable housing project to feature 36 units behind City Hall between Madison Street, Van Buren Street, and Dutra Street.

The City funded improvements to Laguna Grande Park. Improvements included improving walkways and picnic areas. This project served primarily low-moderate income residents in the Laguna Grande-Del Monte neighborhood.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 8, Packet Page 167 CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021)
Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.

Goal Category Source
/
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Creating
affordability
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG:
$ Other Other 230 0

0.00%
Economic
development
Non-Housing
Community
Development
Economic
development
CDBG:
$ Businesses assisted
Businesses
Assisted
100 0

0.00%
Housing
opportunities
Affordable
Housing
CDBG:
$ Rental units constructed
Household
Housing
Unit
50 0

0.00%
Housing
opportunities
Affordable
Housing
CDBG:
$
Rental units
rehabilitated
Household
Housing
Unit
13 0

0.00%

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 9, Packet Page 168 CAPER 3
OMB Control No: 2506-0117 (exp. 09/30/2021)
Housing
opportunities
Affordable
Housing
CDBG:
$
Homeowner Housing
Added
Household
Housing
Unit
8 0

0.00%
Housing
opportunities
Affordable
Housing
CDBG:
$
Homeowner Housing
Rehabilitated
Household
Housing
Unit
45 5

11.11%
15 5

33.33%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG:
$
Public Facility or
Infrastructure Activities
other than
Low/Moderate Income
Housing Benefit
Persons
Assisted
5655 0

0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG:
$ Rental units constructed
Household
Housing
Unit
50 0

0.00%

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 10, Packet Page 169 CAPER 4
OMB Control No: 2506-0117 (exp. 09/30/2021)
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG:
$
Rental units
rehabilitated
Household
Housing
Unit
13 0

0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG:
$
Homeowner Housing
Added
Household
Housing
Unit
8 0

0.00%

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 11, Packet Page 170 CAPER 5
OMB Control No: 2506-0117 (exp. 09/30/2021)
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG:
$
Homelessness
Prevention
Persons
Assisted
1130 0

0.00%
Program
administration
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
Planning and
administration
CDBG:
$ Other Other 230 0 0.00%
1 0

0.00%
Public
Infrastructure
Non-Housing
Community
Development
CDBG:
$
Public Facility or
Infrastructure Activities
other than
Low/Moderate Income
Housing Benefit
Persons
Assisted
5000 0

0.00%
150 0

0.00%

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 12, Packet Page 171 CAPER 6
OMB Control No: 2506-0117 (exp. 09/30/2021)
Suitable living
environment
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG:
$
Public service activities
other than
Low/Moderate Income
Housing Benefit
Persons
Assisted
5655 2084

36.85%
1750 2084
119.09%
Suitable living
environment
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG:
$
Homeless Person
Overnight Shelter
Persons
Assisted
0 329 0 329
Suitable living
environment
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG:
$
Overnight/Emergency
Shelter/Transitional
Housing Beds added
Beds 0 0 0 0

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 13, Packet Page 172 CAPER 7
OMB Control No: 2506-0117 (exp. 09/30/2021)
Suitable living
environment
Affordable
Housing
Homeless
Non-Homeless
Special Needs
Non-Housing
Community
Development
CDBG:
$
Homelessness
Prevention
Persons
Assisted
1130 0

0.00%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

The 2020-2024 Consolidated Plan concentrates on decent housing, a suitable living environment for low- and very low-income households, seniors, persons with special needs, and individuals experiencing homelessness, as well as programs for public facility improvements in low- and moderate-income (LMI) residential areas. Activities undertaken in FY 2023-2024 addressed priority goals set forth in the Consolidated Plan. For example, direct assistance was provided to low-income and homeless individuals through services such as case management, outreach, and varying forms of support. Moreover, rehabilitation assistance was provided to homeowners through various programs to address the goals of improving housing opportunities for low- and moderate-income level households and maintaining suitable living environments.

In FY 2023-2024, the City of Monterey continued to successfully provide support to LMI residents through CDBG funded activities. Examples include:
x Funding to public service agencies providing direct services to homeless individuals, seniors, disabled individuals, and low-income individuals throughout the community;
x Public Facility project in Laguna Grande Park;
x Funding to low-income homeowners to assist with home repair, rehabilitation, and accessibility improvements; and x Preparing for the ongoing purchase and resale of housing units with the goal of preserving low-income homeownership opportunities in

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 14, Packet Page 173 CAPER 8
OMB Control No: 2506-0117 (exp. 09/30/2021)
the City.

In FY 2023-2024, the City’s allocation of $172,000 in CDBG funds for public services, particularly public service agencies, resulted in the assistance of 2,141 Monterey residents.

Furthermore, the City began the process for the development of 36 new affordable housing units with MidPen Housing, a developer. The City entered into an Exclusive Negotiating Agreement for this project which will consist of 100% affordable housing for low-income residents on City leased-land that is behind City Hall.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 15, Packet Page 174 CAPER 9
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
CDBG
White 1,616
Black or African American 212
Asian 269
American Indian or American Native 9
Native Hawaiian or Other Pacific Islander 35
Total 2,141
Hispanic 382
Not Hispanic 1,759
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
During FY 2023-2024, the City was successful in collecting demographic data for 2,141 persons served with CDBG funds. Table 2, above, shows a breakdown of families assisted by racial and ethnic identity.

The total served number that is reflected in Table 2 includes those assisted through home rehabilitation and public service agencies, but excludes five (5) racial beneficiaries, such as Other/Multi-Racial and Black/African American and White, all of which total 525 persons. In all, the total number of persons assisted was 2,141, 382 of which were Hispanic.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 16, Packet Page 175 CAPER 10
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal 1,253,657 1,258,727
Table 3 - Resources Made Available
Narrative
As in recent years, the City was successful in expending enough funds to meet the Department of Housing and Urban Development’s (HUD) annual timeliness test in FY 2023-2024.

The City’s CDBG Program Income (PI) funds are leveraged with their CDBG entitlement:

1. Entitlement ($238,999)

2. Program Income ($451,541.07)
Together, the above funds equate to a total of $690,540.07and provide the total budget for the City’s Community Development Housing Programs for FY 2023-2024.

Identify the geographic distribution and location of investments Target Area Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
Citywide 92 92
Projects will benefit eligible City of
Monterey residents on a citywide
basis.

Delmonte -Laguna
Grande 8 8
El Estero k
Historic Downtown
Van Buren Street
Lower Old Town
Table 4 – Identify the geographic distribution and location of investments Narrative
Across the City of Monterey, there are six (6) Census Block Group areas that qualify for low-mod area benefit. These Census Block Groups are: 125-02, 127-01, 120-02, 133-1, 133-03, and 133-04. CDBGfunded public improvements projects were directed to these areas. All other CDBG and housing fund activities were distributed city-wide.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 17, Packet Page 176 CAPER 11
OMB Control No: 2506-0117 (exp. 09/30/2021)
The City allocated approximately $100,000 of CDBG funds to various public infrastructure projects.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 18, Packet Page 177 CAPER 12
OMB Control No: 2506-0117 (exp. 09/30/2021)
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

Leveraging additional local and state resources with the CDBG entitlement was a main focus in FY 2023- 2024. Building partnerships and providing CDBG funding to various public service agencies, such as Community Human Services (CHS), allows organizations to both remain operational and leverage their own resources with the ultimate goal of yielding higher capacity and additional services offered. For example, as the City continued to provide CDBG funding to CHS for their homeless outreach and emergency women’s shelter programs, the organization was able to establish a new homeless shelter, Shuman HeartHouse, which opened its doors to Monterey homeless women and families with children in Fall of 2023.

In FY 2023-2024, the City committed a total of $172,000 of CDBG funds to eleven (11) public service activities. CDBG public service funds were leveraged significantly with local nonprofit agency funds. The various local organizations provided supportive services such as counseling, emergency shelter, homeless programs, programs for disabled individuals, senior programs, and other programs for lowincome Monterey residents. $166,877.48, or 97 percent, of these funds were spent, with nine (9) activities spending 100% of allocated funding. The remaining two (2) activities did not spend their whole allocation because they did not incur enough costs in providing services.

The Housing Authority of the County of Monterey (HACM) also provides a variety of services to Monterey city residents, including Housing Choice Vouchers, Project Based Vouchers (PBV) Rental Assistance Demonstration (RAD) Housing, Project Based Rental Asasistance (PBRA), Farm Labor Housing, Tax Credit Housing, Transitional Housing, Migrant Housing and other affordable housing programs.

HACM allocated 184 Housing Choice Vouchers for the City of Monterey in FY 2022-2023. In addition, HACM owns rental properties in the City, including Casanova Plaza, located at 800 Casanova Avenue (86 units for seniors and disabled persons), Oak Grove at 1100 Second Street (5 units), 531 Watson St (8 units), 242 and 243 Montecito Ave (2 units) and Portola Vista at 20 Del Monte Avenue (64 units).

Apartment units continued being offered at affordable rents to eligible families, seniors, and persons with disabilities.

HACM also provides clients with information about fair housing laws and helps with finding available rental units. Tenant-landlord counseling and investigation of discriminatory housing complaints is additionally available to City of Monterey residents who are clients of HACM. Moreover, HACM partners with a wide array of community nonprofit organizations, City and County agencies, and State organizations to address affordable housing and housing shortage issues facing the jurisdiction.

In addition to the above, the City was also chosen to receive the Permanent Local Housing Allocation (PLHA) grant. PLHA is a formula grant to entitlement jurisdictions that is based on the formula used

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 19, Packet Page 178 CAPER 13
OMB Control No: 2506-0117 (exp. 09/30/2021)
under federal law for CDBG. City Council authorized the use of PLHA funds to cover pre-development costs for the 100% affordable housing project behind City Hall. The City is continuing to search for new ways to leverage PLHA funds in future fiscal years.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 20, Packet Page 179 CAPER 14
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 10 0
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 10 0
Table 5 – Number of Households
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 8 5
Number of households supported through
Acquisition of Existing Units 2 2
Total 10 7
Table 6 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

During FY 2023-2024, the City continued its housing rehabilitation programs through the provision of grants for eligible low-income homeowners. The City assisted five units with multiple types of rehabilitation. Rehabilitation completed included: four (4) Mr. Fix-It Grant rehabilitation projects for minor repairs and improvement of overall housing quality. The Home Safety Grant for emergency health and safety repairs was awarded to four (4) low-income homeowners, and the Home Accessibility Grant for accessibility improvements for disabled household members was awarded to four (4) homeowners.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 21, Packet Page 180 CAPER 15
OMB Control No: 2506-0117 (exp. 09/30/2021)
As portrayed in Table 6 above, the City met our goal for acquisition. The City also purchased two (2) affordable housing units for rehabilitation and resale which will occur in the following Fiscal Year 2024- 2025.

Over the con plan period, rehabilitation costs have increased exponentially, and fewer households are assisted with the same amount of funds in years past. The City was successful in assisting low-moderate income households and maintained its housing rehabilitation programs and utilized all homeowner rehabilitation programs available to the community.

Discuss how these outcomes will impact future annual action plans.

There is a continued need for available housing units for extremely low, very low, and low-income households in the City of Monterey. The City’s housing division strives to explore opportunities with regional public service providers, local nonprofit housing developers, and neighboring jurisdictions for the development of new housing units in the region.

The City began the process for the development of approximately 36-42 new affordable housing units with MidPen Housing, a non-profit housing developer specializing in quality affordable housing. The City entered into an Exclusive Negotiating Agreement for this project which will consist of 100% affordable housing for low-income residents on City leased-land that is behind City Hall.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 1,349 0
Low-income 364 0
Moderate-income 428 0
Total 2,141 0
Table 7 – Number of Households Served
Narrative Information
CDBG funds were allocated for public services through eleven (11) local public service activities, which in total served individuals including seniors, youth, persons with disabilities, homeless and households at risk of homelessness, and low-income households. Echo Fair Housing provided fair housing support services to low-income households in the City while Alliance on Aging provided tax assistance and ombudsman services and referrals to low-income seniors. Approximately 94% of those who received support from public service agencies through CDBG were extremely low to moderate income.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 22, Packet Page 181 CAPER 16
OMB Control No: 2506-0117 (exp. 09/30/2021)
The City continued its Housing Preservation Programs which are dependent on determining household income based on family size. These homeowner housing rehabilitation activities included emergency housing repairs through the Home Safety Grant, minor housing repairs to improve overall housing quality through the Mr. Fix-It Grant, and home accessibility improvements for disabled household members through the Home Accessibility Grant. Of the 5 households assisted through Housing Preservation Programs, all were low-income.

The City’s Purchase and Resale Program purchased two (2) affordable housing units for rehabilitation and resale but no homes were sold this Fiscal Year. The Purchase and Resale program will continue to provide opportunities for income qualified first-time homebuyers to purchase deed restricted housing units and become homeowners. The City is currently working with low-income clients who are poised to purchase units that come available in the near future.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 23, Packet Page 182 CAPER 17
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The Monterey County Homeless Count and Survey is an all-hands effort that aims to collect then analyze and distribute Point-in-Time (PIT) count data on homelessness throughout Monterey County every two (2) years. Collection of data for the 2022 Monterey County Homeless Count and Survey occurred in January 2022 and is the only comprehensive sheltered and unsheltered reporting conducted since 2019, as data collection was halted as a result of the COVID-19 pandemic. Results show that the total homeless count in the County decreased from 2,422 in 2019 to 2,047 in 2022, an approximately 15% decrease. As for the City of Monterey itself, the total homeless count decreased from 204 in 2019 to 101 in 2022, an approximately 50% decrease. Of all jurisdictions in the County, the City of Monterey saw the largest decrease in homeless population between these years.

In 2019, the City conducted and published a Vulnerable Communities Needs Analysis. The report is a culmination of information from the community, including specific stakeholders, and demographic data about the City. In all, the ultimate purpose of the report was to identify which public services are in highest demand and what unmet needs exist in relation to services and housing. Those experiencing or at risk of experiencing homelessness were identified as one of the two (2) most vulnerable populations in the community. Moreover, the report also identified that a large majority of people experiencing homelessness in the City were local residents prior to becoming homeless, rather than coming from outside the area. This can be attributed to increasing costs of living, along with an inadequate availability of affordable housing. Feedback from the public and service providers reflected a need for expanded housing and other services for the homeless, including physical and mental health care as well as emergency shelter.

In FY 2023-2024, the City continued to provide CDBG grants to community service organizations that serve homeless needs. This strategy has been an ongoing effort for the City to connect homeless individuals and families and those at risk of becoming homeless with needed services. Five (5) organizations were awarded CDBG grants of $19,400 to each for the following services:
x Casa de Noche Buena by Community Human Services: Emergency shelter serving single women and families with children;
x Safe Place by Community Human Services: Homeless outreach and support for homeless individuals and at-risk youth;
x Shuman HeartHouse by Community Human Services: Emergency shelter serving single women and families with children;
x The Food Bank of Monterey County: Nutrition support to the homeless population;

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 24, Packet Page 183 CAPER 18
OMB Control No: 2506-0117 (exp. 09/30/2021)
x Gathering for Women: Case management and day-center services to assist homeless women; and
x Interim, Inc.: Homeless services, emergency shelter in motels, street outreach, and case management for people with mental illness.

Addressing the emergency shelter and transitional housing needs of homeless persons The City of Monterey continued to allocate CDBG funds to community service organizations that provided direct services to homeless persons. Public services funding was provided to Community Human Services’ Casa de Noche Buena and Shuman HeartHouse for emergency shelter services serving single women and families with children and Interim, Inc. for street outreach, and emergency shelters in motels. In addition, Gathering for Women, an organization serving homeless women and offering shelter referrals, was supported by the City as well.

As the City is committed to addressing the emergency shelter and transitional housing needs of the community’s homeless population, they will continue to coordinate with and maintain strong relationships with the community organizations. The City continues to search for new ways to assist its homeless population’s shelter and housing needs.

City staff attended a workshop geared at homeless foster youth in the Monterey County school system and other workshops to better integrate services within the community.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The Coalition of Homeless Services Providers is the lead agency for the Continuum of Care in the County of Monterey. The Coalition’s Leadership Council oversees the Lead Me Home Plan, which the City has participated in since 2013. Lead Me Home is a 5-year plan (2021-2026) describes strategies to reduce homelessness over the five-year period from July 2021 to June 2026. The Plan’s framework was built upon using tools such as system assessment, predictive analysis, and community input process.

Objectives and priorities for addressing homelessness in the County of Monterey were incorporated into the City’s Consolidated Plan and will continue to inform future Consolidated Plan goals as well as Annual Action Plan activities. The Coalition of Homeless Services Providers works in close coordination with the City’s CDBG subrecipients. Community Human Services’ Safe Place program provided homeless outreach and support to homeless persons and at-risk youth while their Casa De Noche Buena and Shuman HeartHouse emergency shelter served women and families with children; Interim, Inc. provided homeless services including emergency shelter in motels, street outreach and case management for

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 25, Packet Page 184 CAPER 19
OMB Control No: 2506-0117 (exp. 09/30/2021)
persons with mental illnesses; and Court Appointed Special Advocates (CASA) advocated for children in the foster care system. In addition, Interim Inc.’s Manzanita House provided short-term crisis residential services.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
In FY 2023-2024, the City continued to allocate CDBG funds to serve organizations that assist the homeless population and those who are at-risk of becoming homeless. Interim, Inc. provided street outreach and intensive case management to 26 homeless individuals, 26 of which were newly outreached clients. The City also continued to support Community Human Services (CHS) with three (3) programs: the Safe Place program which provided homeless outreach and support to 297 homeless individuals and at-risk youth, Casa De Noche Buena emergency shelter which served 149 single women and families with children, and Shuman HeartHouse emergency shelter which served 122 single women and families with children. Furthermore, the City also continued to support Gathering for Women which provided 206 homeless women with case management and day-center services.

In addition to the public service agencies discussed above, the City allocated CDBG funds to the Food Bank of Monterey County, Legal Services for Seniors, Meals on Wheels for seniors and disabled persons, Alliance on Aging for low-income senior tax assistance, Josephine Kernes Memorial Pool therapy program from low-income seniors and disabled persons, Court Appointed Special Advocates for children in foster care, and ECHO Fair Housing Support Services for low-income households. Supportive services provided by each of these organizations helps the City’s low-income population by improving quality of life and meeting needs.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 26, Packet Page 185 CAPER 20
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City consults with the Housing Authority of the County of Monterey (HACM) when creating the Consolidated Plan and the Strategic Plan. The Housing Authority of the County of Monterey (HACM), a public agency, provides rental subsidies and develops and manages affordable housing projects throughout Monterey County. There are approximately 165 affordable housing units within the City of Monterey. HACM also administers the Housing Choice Voucher Program (HCV), a rental subsidy program for lower income (up to 50 percent AMI) families and seniors. Of the 3,235 HCVs in use in the County, 184 are allocated for the City of Monterey. The City will continue to coordinate with HACM as the regional housing authority and affordable housing provider whenever and wherever possible in future fiscal years.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
HACM promotes sufficiency and asset development of resident families and individuals by encouraging participants in the HCV program to sign up for the Family Self-Sufficiency program and the POWER project. HACM also assists families who are able to become homeowners by utilizing various options including Section 8 vouchers and working with the communities to provide down payment assistance to clients. These programs continued in FY2021.

Actions taken to provide assistance to troubled PHAs
The Housing Authority of the County of Monterey is not currently troubled, nor has it been in recent years.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 27, Packet Page 186 CAPER 21
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The 2020-2024 Consolidated Plan identifies housing costs and affordability as the most significant housing problems facing the City of Monterey. Households earning below 80 percent of Monterey’s AMI are most impacted by the lack of affordable rental and ownership housing units. While market rate rental units in the City are generally affordable for moderate-income households up to 20 percent of AMI, the supply of housing is generally limited. Simultaneously, the inventory of very-low and lowincome units in the City is not sufficient enough to meet resident needs. Even more so, the lack of available water and land leaves the development of new units as extremely limited.

Housing is classified as ‘affordable’ if households do not pay more than 30 percent of their annual income on rent or mortgage. Otherwise, if a household is paying more than 30 percent of their annual income on rent or mortgage, they are classified as ‘housing burdened.’ Both Census and survey data highlight that a high percentage of low-income and below households in the City of Monterey experience housing costs at 30 percent or greater of their household income. Coupled with the number of homeless individuals and families in the City, there is an evident need for housing units that are affordable to extremely low-income households. In the fourth year of the Consolidated Plan, the City is consistently exploring funding strategies that can be utilized to develop new availability of extremely low, very low, and low-income rental units.

The 2013-2023 Housing Element has ended and the City completed a draft 2023-2031 Housing Element that was approved by the City Council in July. The Housing Element has programs and policies that will be supported through CDBG funds and programs. , Residents were invited to collaborate with the City to create this new blueprint of development. Critical issues addressed include solution to housing supply and affordability. As the City develops future plans for goals, policies, and programs, the City continues to focus on removing and ameliorating negative effects that policies may have on affordable housing throughout the community. Projects include 2300 Garden Road that was recently issued a building permit for 64 units of which 13 are affordable. The developer for 2300 Garden Road is now seeking revised approvals for an additional 66 units at 2000 and 2600 Garden Road of which 20% would be affordable units. Older projects such as 2200 North Fremont that included 40 Dwelling Units with eight affordable units through a seven percent Density Bonus and Inclusionary Housing have been approved, however the developer is exploring a revised design. The city also has entered into an Exclusive Negotiating Agreement for a 42-unit 100% affordable low-income project on City leased land behind City Hall that is currently going through environmental review.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j)

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 28, Packet Page 187 CAPER 22
OMB Control No: 2506-0117 (exp. 09/30/2021)
In FY 2023-2024, the City continued to support the Van Buren Senior Housing project (developed on City-owned land), the Monterey Hotel Apartments (solely funded with former Redevelopment Agency housing funds), and the Estrella Apartments (funded by HOME grant). These three (3) projects provide affordable housing to low- to moderate-income households and were identified as high priorities in the 2020-2024 Consolidated Plan. In the fourth year of the Consolidated Plan, the City continues to address the goal of improving housing opportunities for low- and moderate-income levels. For example, the City is in the early stages of developing a new 100% affordable housing project on City-leased land located behind City Hall. Through negotiations with nonprofit housing developers, the process has started with MidPen Housing, and is an effort to reduce obstacles to affordable housing for the City’s low-income residents.

As stated throughout this report, the City provided grants through CDBG to public service organizations all of which provide important support services to low-income populations in order to boost quality of life for populations served. Several organizations provided with CDBG funds in FY 2023-2024 include the Food Bank of Monterey County, Legal Services for Seniors, Meals on Wheels for seniors and disabled persons, Alliance on Aging for low-income senior tax services, Josephine Kernes Memorial Pool for lowincome senior and disabled persons therapy, and ECHO Fair Housing for low-income household supportive services.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City of Monterey’s Housing Office administers and manages a Housing Rehabilitation Program which is funded through CDBG and includes three (3) available grants offered to low-income households. The Mr. Fix-It Grant assists homeowners with home maintenance through minor repairs that improve overall housing quality, the Home Safety Grant assists homeowners with emergency health and safety repairs to meet code, and the Home Accessibility Grant assists homeowners with installation of accessibility features for disabled household members. The City actively promotes these grants to low-income households and each rehabilitation project is tested for lead-based paint. If lead-based paint is discovered, the City utilizes allocated CDBG funds to abate the hazard. In FY 2023-2024, the City assisted 5 low-income households through these CDBG-funded housing rehabilitation projects. In future fiscal years, the City will continue to allocate CDBG funding for the Mr. Fix-It, Home Safety, and Home Accessibility grant programs.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) Through CDBG grant allocations in FY 2023-2024, the City provided funding to public service organizations for important supportive services to homeless and low-income populations and allocated funding to their own programs. Programs, services, and organizations included the following:
x Alliance on Aging – Tax assistance and ombudsman services for low-income seniors in need; x Food Bank of Monterey – Food donations;
x Gathering for Women – Case management and day-center services for homeless women;

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 29, Packet Page 188 CAPER 23
OMB Control No: 2506-0117 (exp. 09/30/2021)
x Interim, Inc – Homeless services, emergency and temporary housing, and case management for persons with mental illnesses;
x Josephine Kernes Memorial Pool – Exercise and therapy for seniors and disabled persons; x Legal Services for Seniors – Legal advocacy and support for seniors in need; x Meals on Wheels – Meal delivery to homebound seniors and disabled persons; x ECHO Fair Housing Supportive Services – Fair housing support to low-income households; x Court Appointed Special Advocates (CASA) – Program advocating for children in foster care; x Community Human Services Safe Place – Homeless and at-risk youth outreach and support; x Community Human Services Casa De Noche Buena – Emergency shelter for single women and families with children;
x Community Human Services Shuman HeartHouse – Emergency shelter for single women and families with children;
x Housing Preservation Programs – Housing rehabilitation for low-income homeowner households; and
x Acquisition and rehabilitation of ownership units for resale to low-income first-time homebuyers.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) Since 2013, the City has been participating in the Coalition of Homeless Services Providers (lead agency for the County of Monterey’s Continuum of Care) Leadership Council’s oversight of the Lead Me Home plan. Lead Me Home is a 5-year plan (2021-2026) that aims to reduce homelessness through strategies and with the support of the community. The vision of the Plan is that all people in the Monterey and San benito Counties should have access to affordable housing and services that will stabilize their lives. .

As the Coalition works in close coordination with the City of Monterey’s CDBG subrecipients, the City remains in regular contact and coordination with providers in the region. Furthermore, the City also consults with the Housing Authority of the County of Monterey (HACM) and with Eden Council for Hope and Opportunity, both of which are regional agencies.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
The City continues to work with various public service agencies that provide strategic and crucial services to City residents, such as outreach and education regarding affordable housing and housing placement. In FY 2023-2024, the City aimed to maintain and strengthen its relationships with these public service agencies and is consistently searching for new avenues to bolster these established relationships and develop new ones as well.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 30, Packet Page 189 CAPER 24
OMB Control No: 2506-0117 (exp. 09/30/2021)
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) In 2019, a regional Analysis of Impediments to Fair Housing Choice was conducted in Monterey County.

Impediments identified in the report included inequality in lending, lack of access to opportunity (especially in transportation and job proximity), lack of necessary zoning for housing types, need for affordable housing to the cost-burdened, and the potential for housing discrimination. As such, the development of strategies to remove impediments to fair housing was completed prior to the 2020- 2024 Consolidated Plan process.

Moreover, an additional report published prior to the 2019 analysis had identified inadequate analysis of lending practices as well as a lack of initiatives to promote fair housing. To diminish these obstacles, the City has continued to partner with Eden Council for Hope and Opportunity, an organization that provides fair housing education and counseling to the community. In 2018, the City participated in four (4) community workshops to learn about the public’s experiences with housing discrimination and housing placement. The previous analysis had also identified barriers in addressing lead-based paint in older homes, which the City has combatted through its Housing Rehabilitation Programs. These programs are CDBG-funded housing rehabilitation projects for which the City tests for and abates leadbased paint as part of the overall program process.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 31, Packet Page 190 CAPER 25
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
In FY 2023-2024, the City conducted monitoring of all CDBG subrecipient public service agencies and identified no findings. The City of Monterey has the following seven-step monitoring process for its subrecipients:

1. Risk Analysis for 100% of subrecipients,

2. Pre-monitoring questionnaire for 100% of subrecipients,

3. Desk Review for subrecipients with a high score on the risk analysis or pre-monitoring questionnaire,

4. Request for site visit,

5. On-Site visit to review grant documentation and procedures,

6. Monitoring letter sent with recommendations, findings, and next steps, and

7. Intervention for subrecipients that do not respond or fail to make corrective actions.

In addition, the City follows all HUD-approved procurement guidelines and tracks both Section 3 as well as MBE/WBE participation in all federally funded public contracts. As part of the Home Repair Grants Program, the City regularly contracts minority business owners. The City also participates in regional planning efforts to ensure comprehensive planning, including the regional Assessment of Fair Housing in partnership with other jurisdictions across the County of Monterey.

Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

The City of Monterey published notice of the FY 2023-2024 CAPER public hearing on August 27, 2024.

The 15-day public comment period began on August 27, 2024, and closed on September 17, 2024. The City Council conducted the public hearing on September 17, 2024.

CR-45 - CDBG 91.520(c)

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 32, Packet Page 191 CAPER 26
OMB Control No: 2506-0117 (exp. 09/30/2021)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

Goals and priorities that were specified in the 2020-2024 Consolidated Plan guided the City’s Annual Action Plan activities. No changes were made to the 2023-2024 Annual Action Plan. The City continued to prioritize the successful completion of the Timeliness Spending Plan according to an established internal process and long-range plans that help maintain timeliness while meeting other CDBG program objectives.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 33, Packet Page 192 CAPER 27
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 34, Packet Page 193 CAPER 28
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours 0
Total Section 3 Worker Hours 0
Total Targeted Section 3 Worker Hours 0
Table 8 – Total Labor Hours
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.

Direct, on-the job training (including apprenticeships).

Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.

Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).

Outreach efforts to identify and secure bids from Section 3 business concerns.

Technical assistance to help Section 3 business concerns understand and bid on contracts.

Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.

Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services.

Held one or more job fairs.

Provided or connected residents with supportive services that can provide direct services or referrals.

Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.

Assisted residents with finding child care.

Assisted residents to apply for, or attend community college or a four year educational institution.

Assisted residents to apply for, or attend vocational/technical training.

Assisted residents to obtain financial literacy training and/or coaching.

Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.

Provided or connected residents with training on computer use or online technologies.

Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.

Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.

EXHIBIT A
Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 35, Packet Page 194 CAPER 29
OMB Control No: 2506-0117 (exp. 09/30/2021)
Other.

Table 9 – Qualitative Efforts - Number of Activities by Program Narrative

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 36, Packet Page 195

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 37, Packet Page 196

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 38, Packet Page 197

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 39, Packet Page 198

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 40, Packet Page 199

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 41, Packet Page 200

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 42, Packet Page 201

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 43, Packet Page 202

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 44, Packet Page 203

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 45, Packet Page 204

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 46, Packet Page 205

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 47, Packet Page 206

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 48, Packet Page 207

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 49, Packet Page 208

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 50, Packet Page 209

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 51, Packet Page 210

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 52, Packet Page 211

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 53, Packet Page 212

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 54, Packet Page 213

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 55, Packet Page 214

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 56, Packet Page 215

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 57, Packet Page 216

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 58, Packet Page 217

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 59, Packet Page 218

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 60, Packet Page 219

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 61, Packet Page 220

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 62, Packet Page 221

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 63, Packet Page 222

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 64, Packet Page 223

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 65, Packet Page 224

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 66, Packet Page 225

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 67, Packet Page 226

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 68, Packet Page 227

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 69, Packet Page 228

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 70, Packet Page 229

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 71, Packet Page 230

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 72, Packet Page 231

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 73, Packet Page 232

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 74, Packet Page 233

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 75, Packet Page 234

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 76, Packet Page 235

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 77, Packet Page 236

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 78, Packet Page 237

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 79, Packet Page 238

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 80, Packet Page 239

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 81, Packet Page 240

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 82, Packet Page 241

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 83, Packet Page 242

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 84, Packet Page 243

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 85, Packet Page 244

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Council Regular Meeting, 9/17/2024, Item No. 11., Item Page 86, Packet Page 245

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Agenda Report
FROM: Kimberly Cole, AICP, Community Development Director Prepared By: Levi Hill, AICP, Planning Manager
SUBJECT: Approve Planning Commission Recommendation to Amend the Downtown Specific Plan to Eliminate Minimum Parking Requirements for Residential Land Uses (Exempt from CEQA Article 19, Section 15305, Class 5) RECOMMENDATION:

That the City Council adopt a resolution approving the Planning Commission’s recommendation to amend the Downtown Specific Plan to eliminate the minimum parking requirements for residential land uses.

VALUE DRIVERS:

Protect and preserve our natural environment by addressing climate change through ecologically responsible and pragmatic solutions.

Support efforts and policies that provide equitable access to affordable housing in Monterey and the region.

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

POLICY IMPLICATIONS:

This amendment would impact the City’s future supply of available parking as it would modify parking requirements for private development. While the proposed amendment does not prohibit private development from providing parking, it is likely that additional demand will be placed on public parking facilities moving forward.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

None.

ENVIRONMENTAL DETERMINATION:

The City of Monterey Planning Office determined the project is exempt from the California Environmental Quality Act (CEQA) Guidelines (Article 19, Section 15305, Class 5) because the project proposes minor changes to land use limitations. Furthermore, the project does not qualify for any of the exceptions to the categorical exemptions found at CEQA Guidelines Section 15300.2.

Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 1, Packet Page 307 №10/24
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. No significant impact will occur because this is a minor change to land use limitations.

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. No cumulative impact will occur because this is a minor change to land use limitations.

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 significant effect will occur because this is a minor change to land use limitations.

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). No impact will occur because the Downtown Specific Plan area does not include scenic highways.

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. Hazardous waste sites will not be impacted because no construction is proposed. As individual projects are brought forward, hazardous material issues are considered and avoided.

ALTERNATIVES CONSIDERED:

The City Council could choose not to approve the amendment to the Specific Plan as proposed or may choose to recommend modifications.

DISCUSSION:

Background
On July 16, 2024, the City Council adopted the Monterey 2031 – General Plan Update including the City’s 6th Cycle Housing Element. The adopted Housing Element analyzed constraints to residential development and identified minimum parking requirements as a significant contributor to development costs and, consequently, a barrier to affordable housing. The element’s Housing Constraints Analysis stated:
“Required parking can significantly increase project development costs and reduce the feasibility of residential development. Recent analysis found that the cost of providing only one parking space per unit typically increases moderate-priced housing costs approximately 12 Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 2, Packet Page 308 №10/24
percent, and two parking spaces increases lower-priced housing costs by 25 percent.1 Lowerincome households are particularly disadvantaged by generous off-street parking requirements because they tend to own fewer vehicles and pay more for parking as a percentage of housing costs.”
Additionally, the Housing Element’s Housing Action Plan includes Program 2-E - Revise Parking Requirements aimed at removing constraints to residential development, including minimum parking requirements in areas adequately served by public transportation. The program was also intended to ensure continued compliance with Assembly Bill 2097 (AB 2097) which is discussed further below.

Downtown Specific Plan Parking Standards
The Downtown Specific Plan establishes minimum parking standards for properties within the Downtown Specific Plan Area as identified in Figure 1 below. Residential projects in the Downtown Plan Area must provide 0.5 space per unit. Additionally, all new residential projects in these Specific Plan Areas are required to “unbundle” parking, which can make the cost of housing less expensive for residents by creating a separate optional charge for those who want a parking space. Parking requirements may also be met with an in-lieu fee and shared parking is allowed between:
• different uses within a single mixed-use building;
• residential buildings and an off-site parking facility, provided that the off-site facility is within 1,000 feet of the building entrance; and,
• non-residential buildings and an off-site parking facility, provided that the off-site facility is within 1,250 feet of the building entrance.

Figure 1: Downtown Specific Plan Area
1 “Parking Requirement Impacts on Housing Affordability”, Victoria Transport Policy Institute, May, 2023, pp. 14-16. Download at https://www.vtpi.org/park-hou.pdf Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 3, Packet Page 309 №10/24
Assembly Bill 2097
Amendments to State law enacted in 2023 (AB 2097), amending Government Code section 65585 and adding Government Code section 65863.2, generally prohibit public agencies from imposing minimum parking requirements within a half-mile of a major transit stop or high-quality transit corridor with fixed route bus service with service intervals no longer than 15 minutes during peak commute hours.

The City’s Transit Plaza is centrally located in the City’s downtown at Simoneau Plaza as shown in Figure 2 below. Transit service is provided by Monterey-Salinas Transit (MST) which operates multiple bus routes from the Transit Plaza at varying service intervals. MST may adjust service intervals and routes depending on ridership demand. With potential operational changes to MST’s service lines, the City’s AB 2097 eligibility could change over time, creating an inconsistent application of the legislation. This inconsistency creates uncertainty as to what standards for development are applicable, creating additional constraints and hardship to residential development.

Figure 2: Downtown Transit Service Map
Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 4, Packet Page 310 №10/24
Proposed Amendment
The proposed amendment would amend the parking standards established by the Downtown Specific Plan. Specifically, the amendment would eliminate a minimum parking requirement for residential land uses. The proposed changes are shown in the excerpt below:

S.2.6. Parking requirements:

S.2.6.1. Commercial: Maximum of four spaces per 1,000 GSF.

No minimum requirement for commercial.

S.2.6.2. Residential:.5 spaces per unit. Maximum of 2 spaces per unit. No minimum requirement for residential. All new residential development shall “unbundle” the full cost of parking from the cost of the housing itself, by creating a separate parking charge.

Planning Commission Meeting
The Planning Commission considered the Specific Plan amendment at the September 10, 2024 regularly scheduled meeting. The Commission received the Staff Report and took public comment pertaining to the item. The Planning Commission spoke in favor of the change and the need for consistent application of development standards and ultimately adopted a Resolution recommending the City Council approve the amendment to the Downtown Specific Plan.

In summary, the amended parking standards for residential development would ensure consistent application of parking requirements by removing dependency on AB 2097 eligibility criteria for projects. Additionally, eliminating minimum parking requirements for residential land use would further reduce constraints to housing development in the Downtown area by providing enhanced flexibility in design and removing a significant financial burden to developers. The amendment is consistent with the objectives and program initiatives of the City’s 6th Cycle Housing Element.

Therefore, staff recommends that the City Council adopt a resolution to amend the Downtown Specific Plan to eliminate the minimum parking requirements for residential land uses.

KC/lh
Attachments: 1. Resolution
e: All Business and Neighborhood 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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 5, Packet Page 311 RESOLUTION NO. __-___ C.S.

A RESOLUTION OF THE COUNCIL OF THE CITY OF MONTEREY
№011/24

APPROVING AN AMENDMENT TO THE DOWNTOWN SPECIFIC PLAN

TO ELIMINATE MINIMUM PARKING REQUIREMENTS FOR RESIDENTIAL LAND USES WHEREAS, the City’s 6th Cycle Housing Element analyzed constraints to residential development and identified minimum parking requirements as a significant contributor to development costs;
WHEREAS, the Downtown Specific Plan area is well served by public transportation with the entire geographic area being located within one half mile of the Monterey Transit Plaza and accessible to multiple bus lines;
WHEREAS, the Downtown Specific Plan area is well served by pedestrian facilities and features an existing, well connected sidewalk network and a paved recreation trail; WHEREAS, AB 2097, enacted in 2023, further recognized minimum parking requirements as a constraint to residential development and generally prohibits public agencies from imposing minimum parking requirements within a half-mile of a major transit stop or highquality transit corridor with fixed route bus service with service intervals no longer than 15 minutes during peak commute hours;
WHEREAS, public transportation service in the City of Monterey is provided by Monterey-Salinas Transit (MST) who, at times, adjusts service intervals based on ridership demand. Changes in service intervals have the potential to effect the City’s AB 2097 eligibility; WHEREAS, the City advised tribes about the opportunity for consultation on this proposed specific plan amendment as required by Government Code section 65352.3; WHEREAS, at a duly noticed public hearing on September 10, 2024, the Planning Commission reviewed and considered all the information presented, including the agenda report and information submitted at the public hearing by interested persons and adopted a Resolution recommending the City Council approve the amendment to the Specific Plan; and, WHEREAS, the City of Monterey’s Planning Office determined the project is exempt from the California Environmental Quality Act (CEQA) Guidelines (Article 19, Section 15305, Class 5) because the project proposes minor changes to land use limitations. Furthermore, the project does not qualify for any of the exceptions to 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. No significant impact will occur because this is a minor change to land use limitations.

Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 6, Packet Page 312 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. No cumulative impact will occur because this is a minor change to land use limitations.

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 significant effect will occur because this is a minor change to land use limitations.

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). No impact will occur because the Downtown Specific Plan area does not include scenic highways.

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. Hazardous waste sites will not be impacted because no construction is proposed. As individual projects are brought forward, hazardous material issues are considered and avoided.

WHEREAS, on September 17, 2024, the City Council conducted a duly and property noticed public hearing, reviewed and considered the information presented, and took public comment;

NOW, THEREFORE, BE IT FURTHER RESOLVED BY THE COUNCIL OF THE CITY OF MONTEREY that it hereby amends the Downtown Specific Plan, S.2.6.2 to read as follows:

S.2.6.2. Residential: Maximum of 2 spaces
per unit. No minimum requirement for residential. All new residential development shall “unbundle” the full cost of parking from the cost of the housing itself, by creating a separate parking charge.

This amendment is effective December 1, 2024.

PASSED AND ADOPTED BY THE COUNCIL OF THE CITY OF MONTEREY this _____ day of _______, 2024, by the following vote:

AYES: COUNCILMEMBERS:

Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 7, Packet Page 313 NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

APPROVED:

ATTEST:

Mayor of said City
City Clerk thereof
Council Regular Meeting, 9/17/2024, Item No. 12., Item Page 8, Packet Page 314 Council
Agenda Report
FROM: Andrea Renny, PE, PTOE, Public Works Director
Prepared By: Andrew Easterling, City Engineer
SUBJECT: Receive a Presentation on the Downtown Specific Plan Implementation:

Intersection of Calle Principal/Polk Street/Hartnell Street/Madison Street - Americans with Disabilities Act Upgrades and Pedestrian Safety Improvements ***CIP*** (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 presentation on Downtown Specific Plan Implementation:

Intersection of Calle Principal/Polk Street/Hartnell Street/Madison Street - Americans with Disabilities Act (ADA) Upgrades and Pedestrian Safety Improvements ***CIP*** (Not a Project Under CEQA per Article 20, Section 15378 and Under General Rule Article 5, Section 15061) VALUE DRIVERS:

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

POLICY IMPLICATIONS:

This project is consistent with City Council policies to support plans that create an environment where people, bicycles, buses, trolleys, and motor vehicles can move through the community safely and efficiently.

This project is also consistent with the City Council policy which prioritizes pedestrian and bicyclist safety and mobility over driver convenience and continues to value “Vision Zero” strategies of education, equity, engineering, evaluation, and enforcement.

CAMPAIGN DISCLOSURE REQUIREMENT (LEVINE ACT) APPLIES: No.

FISCAL IMPLICATIONS:

There are no fiscal implications with the proposed action. This report is an informational item.

The project was already publicly bid and awarded to the Don Chapin Company for a base bid of $596,197.00.

ENVIRONMENTAL DETERMINATION:

Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 1, Packet Page 315 №10/24
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:

None.

DISCUSSION:

The Downtown Specific Plan was adopted in October 2013, following an extensive planning process with several community meetings. The Specific Plan is a unique and effective tool for implementing General Plan goals, policies, and programs. The Plan identifies goals and improvements to be designed to foster a welcoming pedestrian environment. The Downtown Specific Plan serves as a roadmap for future capital improvements and development activity in the Downtown area. The Plan area consists of approximately 62 acres and is bordered by Del Monte Avenue to north, Pacific Street to the west, Hartnell/Fremont/Webster Streets to the south, and Camino El Estero to the east.

The current version of the City’s ADA Transition Plan was adopted in March 2013, and an update to that plan is currently underway. Public agencies are required to adopt, maintain, and implement an ADA Transition Plan. This Plan identifies where a facility, program, service, or practice may be deficient according to current ADA standards. The intersection of Calle Principal / Polk Street / Hartnell Street / Madison Street currently has curb ramps and sidewalks that do not meet current ADA guidelines and must be upgraded to be ADA compliant.

The City has had a planned Capital Improvement Program (CIP) project at Calle Principal / Polk Street / Hartnell Street / Madison Street to upgrade the curb ramp ramps. As part of this project, the City reviewed the proposed design concepts with the Downtown Specific Plan to ensure any improvements would be consistent with the Specific Plan goals and recommendations. A goal of the Specific Plan is to “Create 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 Specific Plan also makes project-specific recommendations, including converting the intersection of Calle Principal / Polk Street / Hartnell Street / Madison Street into a roundabout and closing Polk Street to vehicular traffic between Hartnell and Pearl Street. A roundabout project was not feasible as part of the ADA upgrades project but the future pedestrian boulevard was considered in the design process. The project needed to rehabilitate the pavement at Polk Street, and the project incorporated removable bollard foundations for the future pedestrian boulevard on Polk Street.

The planned project also evaluated sight lines and pedestrian safety at the intersection. The City hired a consultant to review the geometric and traffic conditions at the intersection. The consultant reviewed federal and state standards that dictate when a stop sign is warranted at an Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 2, Packet Page 316 №10/24
intersection. The consultant found the traffic volumes met the criteria to warrant the consideration of an all-way stop configuration. Additionally, the consultant found the sight lines from Hartnell Street, do not meet minimum intersection sight distance criteria. Based on these findings, the City plans to install a new stop sign as part of this project and a new pedestrian crosswalk, which will allow pedestrians to cross in any direction at the intersection with a controlled crossing.

Additionally, the existing intersection includes two slip lanes allowing vehicles to bypass the intersection and take turns faster. Slip lanes create additional unnecessary conflict points between pedestrians and vehicles and allow vehicles to take turns faster. In accordance with the Downtown Specific Plan goal of improving the quality of the pedestrian environment, the project plans to eliminate the slip lanes and fill in the areas with sidewalks and landscaping. This change will reduce conflict points between vehicles and pedestrians, reduce the speeds at which vehicles can make turn movements, improve sight lines, and route all vehicles through the all-way stop-controlled intersection.

On April 16, 2024, the City council approved the plans and specifications for the Calle Principal / Madison Street / Polk Street / Hartnell Street Curb Ramps Project (35C1555). Since then, city staff have been conducting outreach to its partners in preparation for construction. The project is nearly ready for construction, and this report is to provide Council with an update before construction begins and these changes are implemented.

AE/ar
Attachments: 1. Letters of Support from Old Monterey Business Association, Transportation Agency for Monterey County, Blue Zones Project Monterey County, and Big Sur Land Trust
e: Kim Cole, Community Development 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.gov/Submitted-Comments
Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 3, Packet Page 317 August 30, 2024
Attn: Mayor & City Council
City of Monterey
580 Pacific Street
Monterey, CA 93940
RE: Support for the Calle Principal/Polk St/Hartnell St/Madison St ADA Upgrades and Pedestrian Safety Improvement Project
Dear Mayor & City Council,
I am writing on behalf of the Old Monterey Business Association (OMBA) to express support for the Calle Principal/Polk St/Hartnell St/Madison St ADA Upgrades and Pedestrian Safety Improvement Project. OMBA has worked and collaborated with the City of Monterey to advocate for safe transportation for the community in the past and this project will create a safer connection for the residents, visitors, and students who frequent the downtown through that intersection.

Monterey prides itself as a walkable town that connects all our services, schools, and transportation options and this intersection is in need of an upgrade. It provides access to downtown businesses and services such as City Hall, the Monterey Police Department, the Monterey Fire Department, the Monterey Public Library, Monterey High School, the US Post Office, multiple neighborhoods and mass transit vehicles. This improvement will benefit access for all these entities, as well as make navigating the downtown a bit easier for everyone, whether you are a pedestrian or a driver.

The current route from Madison Street is wide and uncontrolled with many drivers speeding down towards Polk Street or taking sharp right turns onto Hartnell Street. With poor driving behavior, all three of the crosswalks at that intersection have been witness to near misses as pedestrians are not easily identified by the non stop traffic coming down Madison. This project aims to provide a much safer intersection with an all way stop configuration and marked crosswalks with ADA accessible pedestrian ramps on every approach; a much more welcoming and safe environment for all.

Old Monterey Business Association asks that you please consider and support the Calle Principal/Polk St/ Hartnell St/Madison St ADA Upgrades and Pedestrian Safety Improvement Project. Completion of this will be a huge step in the right direction, giving Monterey another great example of how we can continue to work together to serve our residents, visitors and business communities.

Sincerely,
Peter Cofresi
Executive Director
Old Monterey Business Association
Old Monterey Business Association ● 98 Del Monte Ave, Ste 201, Monterey, CA 93940 ● (831) 655-8070 ● [email protected] ATTACHMENT 1
Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 4, Packet Page 318 ATTACHMENT 1
Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 5, Packet Page 319 ATTACHMENT 1 Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 6, Packet Page 320 September 6, 2024
City of Monterey
Attn: City Council Members
580 Pacific Street
Monterey, CA 93940
RE: Support for the Calle Principal/Polk St/Hartnell St/Madison St ADA Upgrades and Pedestrian Safety Improvement Project
Dear City Council Member:

I am writing on behalf of Big Sur Land Trust to express support for the Calle Principal/Polk St/Hartnell St/Madison St ADA Upgrades and Pedestrian Safety Improvement Project. Our office is located on the corner of Hartnell and Polk and we regularly witness the incredible dangers of this intersection. During high traffic hours, we frequently hear cars screeching to a stop and horns honking to avoid accidents. This is compounded when we have major events in town. Several of our staff have been nearly hit by oncoming cars and we have observed near misses with students coming from Monterey High School.

We need more walkable intersections in our city where pedestrians can feel safe and comfortable. Calle Principal/Polk St/Hartnell St/Madison St ADA Upgrades and Pedestrian Safety Improvement Project will be a huge step in the right direction. We urge the city to prioritize pedestrian safety and improve access that connects our schools, municipalities, local businesses, and parks.

As a local land conservation organization, we value and facilitate opportunities to increase multi-benefit green infrastructure in our community. Every bit of additional green space has positive health impacts for those that live, work, and visit our community. We are happy to see the incorporation of additional green space with this project and hope you will consider native landscaping.

Big Sur Land Trusts supports this important pedestrian improvement project and asks that you support the project. Thank you for your consideration.

Sincerely,
Jeannette Tuitele-Lewis
President & CEO

BOARD OF TRUSTEES
Will Lewallen, PhD.

Chair
Mark Boitano
Vice-Chair
Jim Andrasick
Treasurer
Andrea Manzo
Secretary
Pinney L. Allen
Ms. Yuri C. Anderson
Hans Buder
Carmen Gil
Krista Hanni, PhD.

Joel Hernandez Laguna
Adrienne Laurent
Dan Lee
Kate McKenna
Sue Storm
Lorraine Yglesias

ADVISORY COUNCIL
Luis Alvarez
Bill Doolittle
Rosalind Fisher
Alan Lacy
Bill & Jeanne Landreth
Michael Marcus
Jane McCoy
Julie Packard
Judith Sulsona
Rick Werner
Phil Wilhelm
Marsha McMahan Zelus
Jeannette Tuitele-Lewis
President/CEO
ATTACHMENT 1
Council Regular Meeting, 9/17/2024, Item No. 13., Item Page 7, Packet Page 321

Monterey City CouncilSeptember 17, 2024

Monterey City Council
September 17, 2024