Agenda packet, first session — Santa Barbara City Council, September 10, 2024 (part 4 of 6)

In addition, effective the first pay period after adoption, employees who have worked 10- 15 years will receive a one-time lump sum payment of $750.00, and a one-time lump sum of $1,000.00 if they have worked 15 years and 1 day.

Other Terms
Other agreements include the addition of two City observed Holidays in FY2025: The Friday Immediately following Thanksgiving and President’s Day. This will bring the Holiday Schedule similar to the General Bargaining Unit. Employees who require regular and frequent use of bilingual language skills will also receive an increase in bilingual pay from $0.40 to $1.25.

Other low or no cost negotiated items can be found in the attached Memorandum of Understanding.

Application to Non-union Hourly Employees
The increases to wage rates, above, will also apply to hourly employees who are not in the bargaining unit represented by SEIU.

BUDGET/FINANCIAL INFORMATION:

The total cost of the negotiated agreement is estimated to be $134,339 for all funds in Fiscal Year 2025 and $263,511 for all funds in Fiscal Year 2026. If adjustments to the Fiscal Year 2025 budget are necessary, staff will return to request additional expenditure appropriations with the mid-year budget adjustments. Staff will incorporate the financial impacts of this MOU into the budget development process for the upcoming FY2026- 2027 financial plan.

PREPARED BY: Sam Ramirez, Labor Relations Manager
SUBMITTED BY: Wendy Levy, Human Resources Director
APPROVED BY: Kelly McAdoo, City Administrator
RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF
SANTA BARBARA ADOPTING THE 2024-2026

MEMORANDUM OF UNDERSTANDING BETWEEN THE

CITY OF SANTA BARBARA AND THE SERVICE
EMPLOYEES' INTERNATIONAL UNION, LOCAL 620,
HOURLY EMPLOYEES’ BARGAINING UNIT.

WHEREAS, Pursuant to Section 3.12 of the Municipal Code of the City of Santa Barbara and Section 3500 et. seq. of the Government Code, the duly authorized representatives of the City and the Union, having met and conferred in good faith, declare their agreement to the provisions to the 2024-2026 Hourly Employees’ Bargaining Unit Memorandum of Understanding (MOU).

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF SANTA BARBARA that:
1) The City’s most recent Publicly Available Pay Schedule is attached as Exhibit “A” for approval pursuant to Section 570.5.
2) The Memorandum of Understanding between the City of Santa Barbara and the SEIU Hourly Employees’ Bargaining Unit entered into as of July 1, 2024, and attached hereto and incorporated herein by reference as Exhibit “B" is hereby adopted.
3) During the term of the agreement, the City Administrator is hereby authorized to implement the terms of the Memorandum of Understanding between the City of Santa Barbara and the SEIU Hourly Employees’ Bargaining Unit without further action by the City Council, unless such further action is explicitly required by state or federal law.

Hourly Rate Classes
Effective 6/29/2024
Revised 9/10/2024
MUNIS 17 MUNIS 18 Hourly Rate
7332 N/A Assistant City Attorney IV $91.1558 - $110.8006 7334 N/A Assistant City Attorney III $82.8689 - $100.7278 7456 N/A Assistant City Attorney V $101.9575 - $123.9305 7335 N/A Deputy City Attorney $53.4292 - $64.9435
MUNIS 17 MUNIS 18 Hourly Rate
7446 N/A Airport Operations Manager $62.7068 - $76.2205 7449 N/A Airport Properties Manager $62.7068 - $76.2205 7336 N/A Creeks Restoration/Clean Water Manager $61.9959 - $75.3563 7333 N/A Facilities & Energy Manager $63.9883 - $77.7782 7337 N/A Library Services Manager $55.6326 - $67.6219
7340 N/A Parks and Recreation Business Manager $59.0639 - $71.7925 7447 N/A Principal Project Manager $77.8642 - $94.6447
7341 N/A Streets Manager $58.4775 - $71.0798
7338 N/A Transportation Manager $68.5968 - $83.3798
MUNIS 17 MUNIS 18 Range
7454 N/A Accounting Supervisor $54.7994 - $66.6092
7448 N/A Airport Patrol Supervisor $64.2093 - $78.0466
7342 N/A Custodial Supervisor $34.5818 - $42.0345
7343 N/A Facilities Maintenance Supervisor $45.2585 - $55.0122 7344 N/A Parking/TMP Superintendent $57.2295 - $69.5629 7345 N/A Parks Supervisor $40.3532 - $49.0495
7346 N/A Senior Librarian $44.8515 - $54.5171
7347 N/A Water Treatment Superintendent $69.1761 - $84.0844 MUNIS 17 MUNIS 18 Range
7013 8008 Accountant II $39.5542
7074 8062 Accounting Assistant $30.9780
7103 8090 Accounting Coordinator $35.7987
7003 8001 Accounting Technician $32.5622
7000 N/A Administrative Analyst I $44.3620
7001 N/A Administrative Analyst II $50.7565
7002 8000 Administrative Assistant $36.3384
7065 8053 Administrative Specialist $28.2987
7011 8006 Airport Security Aide $21.9579
7004 8002 Assistant Parking Coordinator $28.3180
7007 8004 Assistant Planner $41.5767
7010 N/A Assistant Transportation Planner $41.5767
7008 8005 Associate Planner $45.0306
7009 8301 Associate Transportation Planner $45.0306
7062 8050 Automotive/Equipment Tech $34.0571
7012 8007 Automotive Service Writer $39.5542
7014 8009 Budget Technician $34.2275
7015 8010 Building Inspector $42.0319
7387 8307 Building Permit Tech $34.4298
7016 8011 Buyer II $37.9758
7017 8012 Carpenter $34.9693
7039 8031 City TV Production Assistant $29.4706
7040 8032 City TV Production Specialist $42.2305
7018 8013 Code Enforcement Officer $37.2560
7079 8067 Commission Secretary $30.1384
7020 N/A Communications Specialist $34.5705
7019 8014 Community Development Programs Specialist $40.7555 7026 8020 Computer Training Coordinator $45.8923
7027 8021 Creeks Outreach Coordinator $39.3573
7025 8019 Custodian $24.2612
7389 8308 Deputy City Clerk $39.2871
7028 8022 Electrician $37.1264
7029 8023 Electronics/Communications Technician I $35.4553 7031 8025 Engineering Technician I $31.8555
7032 8026 Engineering Technician II $35.0218
7386 N/A Environmental Services Specialist II $49.0152
7030 8024 Equipment Operator $28.9212
7034 N/A Executive Assistant $31.6796
7038 N/A Executive Assistant to Mayor/Council $33.2998
7036 8029 Fire Public Education Coordinator $39.3573
7414 8323 Fleet Services Technician I $34.0571
7415 8324 Fleet Services Technician II $37.6295
7037 8030 Geographic Information Systems Technician $39.7518 7457 8359 Geographic Information Systems Analyst $46.7642 7021 8015 Graphic Designer $42.4146
7043 8035 Grounds Maintenance Crew Leader $32.1581
7044 8036 Grounds Maintenance Worker I $25.4381
Hourly Assignment to "Regular" Classes
01 Management
02 Management
04 Supervisors
14 General

Page 1 of 6 ends

EXHIBIT A
Hourly Rate Classes
Effective 6/29/2024
Revised 9/10/2024
MUNIS 17 MUNIS 18 Hourly Rate
7045 8037 Grounds Maintenance Worker II $28.5303
7046 8038 Heavy Equipment Tech $37.6295
7047 8039 Housing Programs Specialist $45.0306
7411 8322 Housing Project Planner $48.2871
7048 N/A Human Resources Analyst II $50.7565
7416 8325 Human Resources Technician $37.4424
7023 8017 Information Technology Technician I $31.4451
7024 8018 Information Technology Technician II $34.2275 7049 N/A Law Clerk $34.8283
7050 N/A Legal Administrative Assistant I $29.8390
7051 N/A Legal Administrative Assistant II $36.0656
7052 8040 Librarian I $34.4403
7053 8041 Librarian II $37.8637
7054 8042 Library Assistant I $25.8127
7055 8043 Library Assistant II $26.8635
7057 8045 Library Systems Technician I $31.4451
7056 8044 Library Technician $28.6627
7005 N/A Litigation Paralegal $36.7926
7058 8046 Mail Services Specialist $21.9579
7061 8049 Maintenance Crew Leader $33.7202
7059 8047 Maintenance Worker I $24.2612
7060 8048 Maintenance Worker II $28.6019
7417 8326 Marketing Coordinator $42.4146
7022 8016 Network Analyst $46.7642
7063 8051 Office Specialist I $22.5122
7064 8052 Office Specialist II $24.7502
7067 8055 Outreach Coordinator $39.3573
7066 8054 Painter $33.8267
7068 8056 Parking Coordinator $36.1577
7072 8060 Planning Technician I $34.5705
7071 8059 Planning Technician II $37.4424
7073 8061 Plumber $35.8523
7070 8058 Project Engineer I $49.4891
7075 8063 Project Engineer II $54.4082
7077 8065 Project Planner $48.2871
7078 8066 Public Works Inspector I $36.6102
7397 8310 Real Property Agent $44.8066
7080 8068 Records Technician $28.6019
7382 8306 Recreation Coordinator $33.7766
7082 8070 Recreation Program Leader $23.9006
7083 8071 Recreation Specialist $27.9449
7081 8069 Recycling Educator $34.2275
7084 8072 Rental Housing Mediation Specialist $37.0707
7085 N/A Risk Analyst II $50.7565
7091 8078 Senior Commission Secretary $33.2998
7086 8073 Senior Custodian $25.6293
7035 8028 Senior Electronics/Communications Technician $41.7988 7033 8027 Senior Engineering Technician $39.8712
7087 8074 Senior Grounds Maintenance Worker $29.6917
7088 8075 Senior Library Technician $31.3551
7089 8076 Senior Maintenance Worker $32.0798
7076 8064 Senior Network/Applications Analyst $50.4769
7455 8358 Senior Plan Check Engineer $56.1593
7380 8303 Senior Plans Examiner $50.8279
7090 8077 Senior Real Property Agent $51.5216
7092 8079 Stock Clerk $25.2488
7094 8081 Survey Technician I $31.7602
7093 8080 Survey Technician II $34.5705
7096 8083 Traffic Technician I $31.4451
7097 8084 Traffic Technician II $34.5705
7100 8087 Transportation Engineering Associate $45.7091 7098 8085 Tree Trimmer I $26.0159
7099 8086 Tree Trimmer II $29.1780
7101 8088 Vehicle Services Assistant $25.7576
7104 8091 Water Resources Specialist $43.7033
7379 8304 Water Resources Technician $34.2275
7102 8089 Welder/Fabricator $34.4500
Hourly Assignment to "Regular" Classes

Page 2 of 6 ends

EXHIBIT A
Hourly Rate Classes
Effective 6/29/2024
Revised 9/10/2024
MUNIS 17 MUNIS 18 Range
7006 8003 Airport Operations Specialist $34.6342
7462 8366 Airport Police Officer $49.5212
7463 8367 Airport Police Officer II $54.2103
7352 8287 Harbor Patrol Officer $46.9442
7354 8289 Lab Analyst I $40.4221
7069 8057 Park Ranger $37.7497
7356 8291 Treatment Plant Technician $37.2272
7349 8284 Wastewater Treatment Plant OIT $34.4016
7350 8285 Wastewater Treatment Plant Operator III $48.0251 7351 8286 Water Distribution Operator Technician II $38.1731 7458 8360 Water Meter Technician II $34.7213
7355 8290 Water Treatment Plant OIT $34.4026
7353 8288 Water Treatment Plant Operator II $43.2779
7450 8354 Water Treatment Plant Operator III $48.0228
MUNIS 17 MUNIS 18 Range
7390 N/A Police Chief $112.5941 - $136.8592
MUNIS 17 MUNIS 18 Range
7357 N/A Police Lieutenant $78.1240 - $94.9602
MUNIS 17 MUNIS 18 Range
7359 N/A Police Officer $49.4096
7361 N/A Police Officer- Entry $46.7718
MUNIS 17 MUNIS 18 Range
7464 N/A Administrative Polygraph Examiner $97.0000
7227 N/A Background Investigator $49.4100
7388 N/A EMD Dispatcher $44.0130
7395 N/A Identification Technician $41.4583
7360 N/A Parking Enforcement Officer $28.9188
7358 N/A Public Safety Dispatcher II $34.4852
7362 N/A Police Property/Evidence Assistant $29.2402
7391 N/A Police Property/Evidence Technician $34.4718
7363 N/A Police Records Specialist $28.7186
7364 N/A Police Technician $27.5417
MUNIS 17 MUNIS 18 Range
7432 N/A Fire Inspector II $46.3617
23 Police Management
24 Police Sworn
39 Fire Non-Sworn
29 Police Non-Sworn
19 SBCEA Treatment & Patrol
21 Police Chief
Hourly Assignment to "Regular" Classes

Page 3 of 6 ends

EXHIBIT A
Hourly Rate Classes
Effective 6/29/2024
Revised 9/10/2024
MUNIS 17 MUNIS 18 Classification Department Hourly Rate 7461 8363 Administrative Investigator Human Resources $65.30 7220 N/A Airport Marketing Assistant Airport $17.71
7219 8205 Airport Operations Intern Airport $16.72
7394 8309 Airport Services Coordinator Airport $34.94
7221 8206 Airport Traffic Aide Airport $16.72
7218 8204 Alternative Transportation Planner Public Works $43.12 7396 N/A ARCON Instructor Police $51.07
7225 N/A Assistant PAL Coordinator I Police $16.72
7222 N/A Assistant PAL Coordinator II Police $19.63
7224 8207 Assistant Park Planner Parks & Recreation $25.25 7223 N/A Assistant to Council I City Council $16.72
7270 N/A Assistant to Council II City Council $17.15
7271 N/A Assistant to Council III City Council $19.63
7226 8208 Automotive Parts Aide Public Works $20.65
7145 8132 Beach Lifeguard I Parks & Recreation $23.53
7146 8133 Beach Lifeguard II Parks & Recreation $24.71
7147 8134 Beach Lifeguard III Parks & Recreation $25.94 7228 8209 Cannoneer Waterfront $24.11
7229 N/A CAO Special Projects Manager CAO $61.51
7240 N/A CAO Intern CAO $16.72
7243 N/A City Council Intern City Council $16.72
7425 8334 City Programs Intern I Various $17.14
7426 8335 City Programs Intern II Various $19.42
7427 8336 City Programs Intern III Various $21.69
7428 8337 City Programs Intern IV Various $22.84
7429 8338 City Programs Intern V Various $25.12
7430 8339 City Programs Intern VI Various $26.27
7431 8340 City Programs Intern VII Various $28.56
7253 8222 City TV Production Aid Lead Admin Services $19.21 7251 8220 City TV Production Aide I Admin Services $16.72 7252 8221 City TV Production Aide II Admin Services $18.38 7250 8219 City TV Production Intern Admin Services $16.72 7135 8122 Clerical Assistant Various $16.72
7234 8211 Commercial Driver Trainer Public Works $29.29 7217 N/A Community Services Liaison Police $18.84
7384 N/A Community Services Officer Police $25.08
7235 8212 Creeks Resources Technician Parks & Recreation $28.72 7236 8213 Database Specialist Public Works $22.50
7237 N/A Development Manager Library $36.66
7238 N/A Dispatch Training Coordinator Police $48.81
7239 8214 Diver Waterfront $24.11
7399 8311 Downtown Ambassador I Public Works $19.86
7400 8312 Downtown Ambassador II Public Works $22.60
7451 8355 Downtown Ambassador III Public Works $25.96
7413 N/A Elections Advisor Admin Services $115.85
7412 N/A Elections Assistant Admin Services $27.59
7392 N/A EMD Auditor Police $56.04
7275 N/A EMS Nurse Educator Fire $89.14
7245 8215 Extension Aide Library $19.49
7246 N/A Facilities Project Manager Public Works $40.01 7436 8344 Facility Monitor I - Weekday Parks & Recreation $22.35 7437 8345 Facility Monitor II - Weekday Parks & Recreation $23.47 7438 8346 Facility Monitor III - Weekday Parks & Recreation $24.64 7381 N/A Financial Systems Analyst Admin Services $56.28 7247 8216 Fire Public Education Assistant Fire $17.52
7231 N/A Fire Service Mutual Aide Specialist I Fire $41.12 7232 N/A Fire Service Mutual Aide Specialist II Fire $56.72 7230 N/A Fire Special Projects Manager Fire $53.31
7248 8217 GIS Mapping Technician Fire $20.65
7249 8218 Golf Course Maintenance Worker Parks & Recreation $16.72 7254 8223 Grounds Maintenance Assistant I Parks & Recreation $21.25 7255 8224 Grounds Maintenance Assistant II Parks & Recreation $23.00 7306 8260 Harbor Patrol Crew I Waterfront $16.72
7307 8261 Harbor Patrol Crew II Waterfront $17.39
7308 8262 Harbor Patrol Crew III Waterfront $18.26
7309 8263 Harbor Patrol Crew IV Waterfront $19.12
7310 8264 Harbor Patrol Crew V Waterfront $19.99
7311 8265 Harbor Patrol Crew VI Waterfront $20.85
7312 8266 Harbor Patrol Crew VII Waterfront $21.72
7313 8267 Harbor Patrol Crew VIII Waterfront $22.57
7314 8268 Harbor Patrol Crew IX Waterfront $23.44
7315 8269 Harbor Patrol Crew X Waterfront $24.32
7316 8270 Harbor Patrol Crew XI Waterfront $25.16
Hourly Rate Schedule (Limited Term)

Page 4 of 6 ends

EXHIBIT A
Hourly Rate Classes
Effective 6/29/2024
Revised 9/10/2024
MUNIS 17 MUNIS 18 Classification Department Hourly Rate 7187 8174 Head Beach Lifeguard I Parks & Recreation $29.74 7188 8175 Head Beach Lifeguard II Parks & Recreation $31.23 7189 8176 Head Beach Lifeguard III Parks & Recreation $32.79 7296 N/A Human Resources Specialist Admin Services $28.85 7433 8341 Inclusion Specialist I Parks & Recreation $23.91 7434 8342 Inclusion Specialist II Parks & Recreation $25.11 7435 8343 Inclusion Specialist III Parks & Recreation $26.36 7383 8305 Information Systems Intern Admin Services $16.72 7256 N/A Internal Affairs Investigator Police $45.13
7105 8092 Job Apprentice I Parks & Recreation $16.72
7151 8138 Junior Lifeguard Instructor I Parks & Recreation $23.53 7152 8139 Junior Lifeguard Instructor II Parks & Recreation $24.71 7153 8140 Junior Lifeguard Instructor III Parks & Recreation $25.94 7192 8179 Junior Lifeguard Program Director I Parks & Recreation $29.74 7193 8180 Junior Lifeguard Program Director II Parks & Recreation $31.23 7194 8181 Junior Lifeguard Program Director III Parks & Recreation $32.79 7257 8225 Library Building Monitor Library $22.95
7280 8243 Library Volunteer Coordinator Library $20.65
7262 8230 Lot Operator Public Works $17.22
7265 8234 Management Intern Various $16.72
7274 8239 Management Intern IV Various $18.38
7268 8236 Marketing Assistant I Airport $16.72
7269 8237 Marketing Assistant II Airport $22.69
7272 N/A Mayor's Aide City Council $26.91
7330 8302 Meter Reader Public Works $24.92
7279 8242 Page Library $16.72
7281 N/A Parking Citation Admin Review Officer Police $47.16 7402 8313 Parking Coordinator Aide I Various $18.84
7403 8314 Parking Coordinator Aide II Various $20.99
7404 8315 Parking Coordinator Aide III Various $23.15
7418 8327 Parking Lead I Various $17.77
7419 8328 Parking Lead II Various $18.30
7423 8332 Parking Monitor I Various $17.22
7424 8333 Parking Monitor II Various $17.77
7288 N/A Parks Project Manager Parks & Recreation $52.81 7442 8350 Park Ranger Assistant III Parks & Recreation $20.60 7282 8244 Planning Intern I Community Development $17.19 7283 8245 Planning Intern II Community Development $20.06 7284 N/A Police Cadet I Police $19.37
7285 N/A Police Cadet II Police $20.99
7401 N/A Police Project Manager Police $51.07
7124 8111 Pool Lifeguard Parks & Recreation $23.53
7125 8112 Pool Lifeguard II Parks & Recreation $24.71
7126 8113 Pool Lifeguard III Parks & Recreation $25.94
7289 8364 Project Manager I Public Works $47.80
7290 8365 Project Manager II Public Works $61.18
7291 8248 Public Information Assistant Public Works $16.72 7119 8106 Recreation Assistant I Parks & Recreation $16.72 7120 8107 Recreation Assistant II Parks & Recreation $16.80 7121 8108 Recreation Assistant III Parks & Recreation $17.64 7162 8149 Recreation Leader I Parks & Recreation $22.35 7163 8150 Recreation Leader II Parks & Recreation $23.47 7164 8151 Recreation Leader III Parks & Recreation $24.64 7172 8159 Recreation Program Director I Parks & Recreation $27.04 7173 8160 Recreation Program Director II Parks & Recreation $28.39 7174 8161 Recreation Program Director III Parks & Recreation $29.81 7376 8298 Recreation Therapist/Nurse I Parks & Recreation $30.35 7377 8299 Recreation Therapist/Nurse II Parks & Recreation $54.08 7292 8249 Rental Mediation Aide I Community Development $16.72 7293 8250 Rental Mediation Aide II Community Development $23.32 7294 8251 Rental Mediation Aide III Community Development $27.01 7393 N/A Restorative Court Liaison Police $25.34
7295 N/A Restorative Outreach Specialist Police $23.29
7297 8252 School Crossing Guard I Police $20.90
7298 8253 School Crossing Guard II Police $21.95
Hourly Rate Schedule (Limited Term)

Page 5 of 6 ends

EXHIBIT A
Hourly Rate Classes
Effective 6/29/2024
Revised 9/10/2024
MUNIS 17 MUNIS 18 Classification Department Hourly Rate 7167 8154 Senior Pool Lifeguard I Parks & Recreation $26.34 7168 8155 Senior Pool Lifeguard II Parks & Recreation $27.66 7169 8156 Senior Pool Lifeguard III Parks & Recreation $29.04 7398 N/A SNAP Officer Police $25.08
7453 8357 Special Investigator I City Attorney $60.13
7460 8362 Special Investigator II City Attorney $62.54
7299 8254 Standby Diver Waterfront $18.34
7140 8127 Swim Instructor I Parks & Recreation $24.46
7141 8128 Swim Instructor II Parks & Recreation $25.68
7459 8361 Swim Instructor III Parks & Recreation $26.97 7301 8256 Traffic Counter Public Works $16.72
7303 N/A Traffic Engineer Public Works $84.58
7304 8258 Utility Worker I Public Works $22.14
7305 8259 Utility Worker II Public Works $24.82
7405 8316 Waterfront Facilities Aide I Waterfront $19.92 7406 8317 Waterfront Facilities Aide II Waterfront $20.48 7407 8318 Waterfront Facilities Aide III Waterfront $21.06 7408 8319 Waterfront Facilities Aide IV Waterfront $21.62 7420 8329 Waterfront Parking Lot Operator I Waterfront $16.72 7421 8330 Waterfront Parking Lot Operator II Waterfront $17.24 7422 8331 Waterfront Parking Lot Operator III Waterfront $17.80 7328 8282 Web Technician Administrative Services $28.72

EFFECTIVE REVISION
6/29/2024
7/13/2024
9/7/2024 Certain Hourly classifications - 4.5% COLA; CAR 9/7/2024 6/29/2024
Hourly Rate Schedule (Limited Term)
Compaction, Supervisor's Unit - CAR 7/23/2024
Salary adjustment for specific job classification - CAR 7/23/2024 Certain Unrepresented Managers -3.5% COLA; CAR 9/7/2024

Page 6 of 6 ends

EXHIBIT A

EXHIBIT B

MEMORANDUM OF UNDERSTANDING

BETWEEN

THE CITY OF SANTA BARBARA
AND
SERVICE EMPLOYEES' INTERNATIONAL UNION, LOCAL 620,
HOURLY EMPLOYEES’ BARGAINING UNIT
THIS AGREEMENT IS ENTERED INTO AS OF ____________, BETWEEN THE CITY OF SANTA BARBARA, HEREINAFTER REFERRED TO AS THE "CITY", AND THE SERVICE EMPLOYEES' INTERNATIONAL UNION, LOCAL 620, HEREINAFTER REFERRED TO AS "UNION."
Pursuant to Section 3.12 of the Municipal Code of the City of Santa Barbara and Section 3500 et. seq. of the Government Code, the duly authorized representatives of the City and the Union, having met and conferred in good faith concerning the issue of wages, hours, and terms and conditions of employment, as herein set forth, declare their agreement to the provisions of this Memorandum of Understanding.

FOR THE CITY: FOR THE UNION:
______________________________
Sam Ramirez
Labor Relations Manager
______________________________
Rob Perry SEIU Local 620
______________________________
Mari Torres
Human Resources Analyst I
______________________________
Leo Decasaus
SEIU Local 620
______________________________
SEIU Local 620
______________________________
SEIU Local 620
______________________________
SEIU Local 620

TABLE OF CONTENTS

HOURLY EMPLOYEES

ARTICLE TITLE PAGE

1. PREAMBLE ..............................................................................................................4

2. RECOGNITION .........................................................................................................4

3. TERM OF AGREEMENT ..........................................................................................4

4. IMPLEMENTATION ..................................................................................................5

5. EQUAL EMPLOYMENT OPPORTUNITY, NO DISCRIMINATION ..........................5

6. DEFINITIONS............................................................................................................5

7. Maintenance of Membership ..................................................................................6

8. HOURS OF WORK ...................................................................................................6

9. PROMOTIONAL OPPORTUNITIES .........................................................................7

10. L/T CLASSIFICATION ADJUSTMENTS/PARKING ................................................7

11. WAGES.....................................................................................................................8

12. RETROACTIVITY....................................................................................................11

13. BILINGUAL SKILLS ...............................................................................................11

14. HEALTH CARE REIMBURSEMENT......................................................................12

15. PAID TIME OFF (PTO) ALLOWANCE...................................................................12

16. HOLIDAY PREMIUM PAY......................................................................................13

17. RETIREMENT .........................................................................................................13

18. RETIRED ANNUITANT...........................................................................................14

19. JURY/WITNESS DUTY...........................................................................................14

20. RELEASE TIME FOR BEREAVEMENT / NATURAL DISASTERS.......................15

21. MEDICAL LEAVE OF ABSENCE...........................................................................15

22. HEALTH AND SAFETY..........................................................................................16

23. SAFETY EQUIPMENT............................................................................................17

24. PAYROLL & EMPLOYEE CONTACT INFORMATION/NEW EMPLOYEE ORIENTATION...............................................................................................................17

25. MANAGEMENT RIGHTS........................................................................................19

26. REPRESENTATION- UNION OFFICERS AND REPRESENTATIVES..................19

27. GRIEVANCE PROCEDURE ...................................................................................21

28. MAINTENANCE OF BENEFITS .............................................................................22

29. EFFECT OF LEGISLATION: ..................................................................................22

30. WAIVER ..................................................................................................................22

31. SEVERABILITY ......................................................................................................23 APPENDIX A: Defining Eligibility in the Bargaining Unit.....................................24 APPENDIX B: Limited Term Classifications..............................................................25 Memorandum of Understanding 2024-2026 Hourly Employees
3 of 27

1. PREAMBLE
This AGREEMENT, hereinafter referred to as the Agreement, entered into by the CITY OF SANTA BARBARA, hereinafter referred to as the City, and the SERVICE EMPLOYEES INTERNATIONAL UNION, LOCAL 620, hereinafter referred to as the Union, has as its purpose the promotion of harmonious labor relations between the City and the Union; establishment of an equitable and peaceful procedure for the resolution of differences; and the establishment of rates of pay, hours of work and other terms and conditions of employment.

The term “Agreement” as used herein means the written agreement provided under Section 3505.1 of the Government Code.

2. RECOGNITION
The City recognizes the Union as the recognized employee organization for temporary employees. The parties agree that effective on the first day of employment, hourly employees will be represented by the Union and eligible for Union membership. “Hourly Employees Bargaining Unit” are eligible to receive benefits as outlined in Appendix A.

3. TERM OF AGREEMENT
Pursuant to California Government Code Section 3500 et seq., the parties have met and conferred over wages, hours, benefits and other terms and conditions of employment. As a result of agreement being reached, and subsequent ratification by the Union and approval by the City Council, the following terms and conditions of employment shall remain in effect for the period commencing July 1, 2024 and expiring June 30, 2026.

Either party may present to the other a written proposal to reopen negotiations for a successor Memorandum of Understanding if done between April 30, 2026 and June 30, 2026. Failure to submit such a proposal to reopen negotiations shall result in the continuation of the Memorandum of Understanding on the same terms and conditions therein for one additional year.

Memorandum of Understanding 2024-2026 Hourly Employees
4 of 27

4. IMPLEMENTATION
City shall implement the provisions of this Memorandum of Understanding by adopting appropriate resolutions, ordinances, and administrative policies.

5. EQUAL EMPLOYMENT OPPORTUNITY, NO DISCRIMINATION
a. The City and the Union agree that the provisions of this Agreement shall be applied to all employees covered herein without favor or discrimination because race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, age, sexual orientation, political or religious affiliations, union membership, or military and veteran status.
b. The City and the Union agree to commit themselves to the goal of equal employment opportunity in all City services. Further, the Union agrees to encourage their members to assist in the implementation of the equal opportunity program. c. Employees who believe they have been subjected to discrimination or harassment based on one of the categories above or have been retaliated against for good faith participation in efforts to address such discrimination or harassment, may complain through the procedure outlined in the City’s Non-discrimination and Harassment Policy and Employee Complaint Procedure. Employees may also pursue their complaint with the Department of Fair Employment and Housing (DFEH) or the Equal Employment Opportunity Commission.

6. DEFINITIONS
a. Assignment to Regular Classification: An hourly assignment to a classification that exists as a regular full-time or part-time classification. b. Assignment to an Hourly or “L/T” (Limited/Term) Classification: An hourly assignment to a classification that exists only as an hourly employment classification. (Also: “L/T employee”)
c. Active Employee/ Status: An hourly employee still active in the payroll system.

An employee will remain in active status until his/her employment assignment has ended, whether or not the employee is in paid status during any specific pay period. d. Terminated Employee/ Status: An employee who has been taken out of active status because the employee’s assignment has been terminated. e. Benefited Membership: An employee who has worked 520 hours in a current or previous fiscal year
Memorandum of Understanding 2024-2026 Hourly Employees
5 of 27
f. Non-Benefited Membership: An employee who has started City service but has not met the 520 hours within the current or previous fiscal year.

7. Maintenance of Membership
a. Maintenance of Membership: All unit employees who on the effective date of this Agreement are members in good standing, and all employees who thereafter voluntarily become members of the Union shall maintain their membership in the Union in good standing subject, however, to the right to resign from membership during the month of September annually. Any member may exercise his/her right to resign by submitting a notice in writing to the Union during the resignation window period.

8. HOURS OF WORK
a. Work Day: Bargaining unit employees shall work hours as assigned by the Department. Each work day of six hours or more shall include an unpaid lunch period of not less than thirty (30) minutes to be taken approximately mid-point during the day, except Downtown and Waterfront Parking Lot Operators who work a 6 hour and 15 minute shift and are not entitled to a lunch period.
b. Rest Periods: Each employee shall be entitled to take one fifteen (15) minute paid rest period for each four (4) hours of work performed. Downtown and Waterfront Parking Lot Operators who work a shift of 6 hours and 15 minutes or more will be entitled to two 15 minute paid rest periods.
c. Standby: Employees who are required to report to work shall receive a minimum of two (2) hours of straight time compensation. Employees who are instructed to be available to be called in by phone or other electronic communication device to work a shift shall receive one (1) hour of straight time compensation per standby shift if they are not called in to perform work.
d. Overtime: Overtime work shall be defined as all work performed that is in excess of forty (40) hours per work week. Overtime shall be paid at the rate of one and one-half times the employee’s regular rate of pay, unless the employee is exempt from the overtime requirements of the Fair Labor Standards Act. e. Hours Limited to 999 in a Fiscal Year: Bargaining unit employees will generally be limited to a maximum of 999 hours of work in a fiscal year (July-June). The City Administrator may approve hourly employment in excess of 999 hours in a fiscal year for special projects or to meet the needs of the City. Such projects may include, but are not limited to, substituting for a regular employee on extended leave of absence and/or performing some or all of the duties of a vacant City Council-authorized regular position during an active recruitment process.

Memorandum of Understanding 2024-2026 Hourly Employees
6 of 27
This does not entitle anyone to ongoing employment or a particular number of hours, or any benefit of regular City employment. These employees are still hourly employees.

9. PROMOTIONAL OPPORTUNITIES
a. Qualified bargaining unit hourly employees may compete in open and promotional opportunities for regular and part-time positions authorized by City Council in the official Position and Salary Control Resolution. The City will make every effort to provide an interview for bargaining unit hourly employees that apply for open fulltime/permanent positions when the job title or description closely aligns with their current job classification.

For promotional opportunities, the employee must be employed at the time of application or within the last 60 calendar days from separation. Upon establishment of a promotional employment list an hourly employee whose name appears on that list will be eligible for promotion for the active duration of that list as long as the employee remains continuously employed or have separated within the last 60 calendar days, or for 6 months from the date of application, if longer.
b. During the month of October annually, the Union may submit a request in writing to the City to meet to discuss whether work being performed by an hourly employee would be more appropriately assigned to a regular position. This discussion will be for consultation only. All related decisions will remain a management right.

10. L/T CLASSIFICATION ADJUSTMENTS/PARKING
The Union and the City agree that the City may combine L/T classifications covered under the minimum wage to avoid wage compaction due to minimum wage increases.

For example, the following classifications may be combined when the wages are identical due to minimum wage increases:
 Indoor Facilities Monitor I and II
 Lot Operator I, II and III
 Management Intern I and II
 Page I and II
 Recreation Assistant I and II
 Recreation Equipment Tech I and II
 Waterfront Worker I and II.

In the event City negotiators provide the General Unit employees with parking allowance and/or use of the City owned parking lots for parking, the Union may request to reopen on this limited article. Any request must be in writing.

Memorandum of Understanding 2024-2026 Hourly Employees
7 of 27

11.WAGES
a. Employees in Regular Classifications: For the duration of this Agreement, the salaries of hourly employees in regular classifications shall continue to be established at “Step A” of the regular classification. Placement at a higher step in the range may be authorized upon the request of the Department Head with the approval of the Human Resources Director in exceptional circumstances only.
b. Employees in Hourly “L/T” Classifications: For hourly employees not working in regular classifications (i.e., working in classifications listed on the hourly “L/T” schedule), the regular rate of pay will not be increased under paragraph “a” above.

1. The following L/T classifications will receive a wage increase of 4.5% per hour the first day of the first pay period after adoption by the City Council:

MUNIS
17 MUNIS
18 Classification
7220 N/A Airport Marketing Assistant
7219 8205 Airport Operations Intern
7394 8309 Airport Services Coordinator
7221 8206 Airport Traffic Aide
7218 8204 Alternative Transportation Planner
7396 N/A ARCON Instructor
7225 N/A Assistant PAL Coordinator I
7222 N/A Assistant PAL Coordinator II
7224 8207 Assistant Park Planner
7223 N/A Assistant to Council I
7270 N/A Assistant to Council II
7271 N/A Assistant to Council III
7226 8208 Automotive Parts Aide
7228 8209 Cannoneer
7229 N/A CAO Special Projects Manager
7240 N/A CAO Intern
7243 N/A City Council Intern
7425 8334 City Programs Intern I
7426 8335 City Programs Intern II
7427 8336 City Programs Intern III
7428 8337 City Programs Intern IV
7429 8338 City Programs Intern V
7430 8339 City Programs Intern VI
7431 8340 City Programs Intern VII
7253 8222 City TV Production Aid Lead
Memorandum of Understanding 2024-2026 Hourly Employees
8 of 27
7251 8220 City TV Production Aide I
7252 8221 City TV Production Aide II
7250 8219 City TV Production Intern
7135 8122 Clerical Assistant
7234 8211 Commercial Driver Trainer
7217 N/A Community Services Liaison
7384 N/A Community Services Officer
7235 8212 Creeks Resources Technician
7236 8213 Database Specialist
7237 N/A Development Manager
7238 N/A Dispatch Training Coordinator
7239 8214 Diver
7399 8311 Downtown Ambassador I
7400 8312 Downtown Ambassador II
7451 8355 Downtown Ambassador III
7413 N/A Elections Advisor
7412 N/A Elections Assistant
7392 N/A EMD Auditor
7275 N/A EMS Nurse Educator
7245 8215 Extension Aide
7246 N/A Facilities Project Manager
7381 N/A Financial Systems Analyst
7247 8216 Fire Public Education Assistant
7231 N/A Fire Service Mutual Aide Specialist I
7232 N/A Fire Service Mutual Aide Specialist II
7230 N/A Fire Special Projects Manager
7248 8217 GIS Mapping Technician
7249 8218 Golf Course Maintenance Worker
7306 8260 Harbor Patrol Crew I
7307 8261 Harbor Patrol Crew II
7308 8262 Harbor Patrol Crew III
7309 8263 Harbor Patrol Crew IV
7310 8264 Harbor Patrol Crew V
7311 8265 Harbor Patrol Crew VI
7312 8266 Harbor Patrol Crew VII
7313 8267 Harbor Patrol Crew VIII
7314 8268 Harbor Patrol Crew IX
7315 8269 Harbor Patrol Crew X
7316 8270 Harbor Patrol Crew XI
7296 N/A Human Resources Specialist
7383 8305 Information Systems Intern
Memorandum of Understanding 2024-2026 Hourly Employees
9 of 27
7256 N/A Internal Affairs Investigator
7105 8092 Job Apprentice I
7257 8225 Library Building Monitor
7280 8243 Library Volunteer Coordinator
7262 8230 Lot Operator
7265 8234 Management Intern
7274 8239 Management Intern IV
7268 8236 Marketing Assistant I
7269 8237 Marketing Assistant II
7272 N/A Mayor's Aide
7330 8302 Meter Reader
7279 8242 Page
7281 N/A Parking Citation Admin Review Officer
7402 8313 Parking Coordinator Aide I
7403 8314 Parking Coordinator Aide II
7404 8315 Parking Coordinator Aide III
7418 8327 Parking Lead I
7419 8328 Parking Lead II
7423 8332 Parking Monitor I
7424 8333 Parking Monitor II
7288 N/A Parks Project Manager
7442 8350 Park Ranger Assistant III
7282 8244 Planning Intern I
7283 8245 Planning Intern II
7284 N/A Police Cadet I
7285 N/A Police Cadet II
7401 N/A Police Project Manager
7289 8364 Project Manager I
7290 8365 Project Manager II
7291 8248 Public Information Assistant
7119 8106 Recreation Assistant I
7292 8249 Rental Mediation Aide I
7293 8250 Rental Mediation Aide II
7294 8251 Rental Mediation Aide III
7393 N/A Restorative Court Liaison
7295 N/A Restorative Outreach Specialist
7297 8252 School Crossing Guard I
7298 8253 School Crossing Guard II
7398 N/A SNAP Officer
7299 8254 Standby Diver
7301 8256 Traffic Counter
Memorandum of Understanding 2024-2026 Hourly Employees
10 of 27
7303 N/A Traffic Engineer
7304 8258 Utility Worker I
7305 8259 Utility Worker II
7405 8316 Waterfront Facilities Aide I
7406 8317 Waterfront Facilities Aide II
7407 8318 Waterfront Facilities Aide III
7408 8319 Waterfront Facilities Aide IV
7420 8329 Waterfront Parking Lot Operator I
7421 8330 Waterfront Parking Lot Operator II
7422 8331 Waterfront Parking Lot Operator III
7328 8282 Web Technician

2. On the first day of the pay period which includes July 1, 2025, All hourly “L/T” Classifications will receive a 4.5% across-the-board salary increase.

12.RETROACTIVITY
An employee will be eligible for the retroactive increases to salaries and benefits provided under the Agreement on the dates specified for each increase if the employee is an active City employee and bargaining unit member on the date that the City Council ratifies this Agreement.

13. BILINGUAL SKILLS
a. At the discretion of the department head, an employee whose duty assignments require frequent and regular use of bilingual language skills in Spanish and in English with members of the public may be nominated to receive bilingual pay. The Department Head will recommend the designation in writing and said designation shall be approved by the Human Resources Director, who shall test and certify the employees for language proficiency.
b. As used in this Article, the phrase "regular and frequent" means at least several times in each working week. Designation of the bilingual language skill is restricted to the actual needs of the position. An employee's ability to read, write or speak Spanish occasionally or, incidental use of language skills in Spanish, or the use of bilingual skills other than for the purpose of meeting the requirements of the job shall not warrant a bilingual designation.
c. All employees approved for bilingual pay will receive a premium of $1.25 per hour effective the first full day of the pay period following receipt of passing test results.

Memorandum of Understanding 2024-2026 Hourly Employees
11 of 27

14.HEALTH CARE REIMBURSEMENT
a. The purpose of this section is to provide qualifying employees with assistance toward the purchase of health insurance, or the payment of other health care related expenses, for the employee and/or the employees’ dependents. b. (Quarters are July-Sept, Oct-Dec, Jan-March, April-June), if the employee works at least 159 hours during any quarter the employee will receive a payment of $162.50 per quarter.

The payment will be made as regular lump-sum earnings. Employees will be responsible for all tax consequences related to the allowance. c. In the unlikely event that an hourly employee works the minimum number of hours during the City’s designated measurement period, as established under the Affordable Care Act, the City may elect to offer employee-only enrollment in one or more of the City’s qualified medical plans. If offered, such enrollment will be at the employee’s expense, though the employee may receive partial reimbursement under the health care reimbursement allowance provisions, above. The City may, upon notice to the Union, offer additional payment toward the premiums to qualifying employees.

15.PAID TIME OFF (PTO) ALLOWANCE
a. The purpose of the Paid Time Off (PTO) allowance is to provide an employee with time away from a scheduled work shift without a loss in pay. Bargaining Unit members will accrue paid time off at a rate of .070 hours per full competed hour of work. b. PTO shall be scheduled by management to provide adequate staffing. Such scheduling may be available throughout the calendar year subject to departmental operational necessity and the needs of the City. Such scheduling shall take into account employee choice.
c. An employee may not have more than 72 hours of PTO in the employee’s PTO bank. If an employee has more than this maximum amount of PTO in his/her bank, the employee will cease accruing PTO until the PTO balance is below this amount.

However, requests to take PTO to avoid disruption of PTO accrual will not be unreasonably denied.
d. Employees will be eligible to be paid for any accrued but unused PTO upon termination of employment. The City will reflect PTO accrual on pay stubs. e. PTO may be used as sick leave for any reason enumerated under California’s Paid Sick Leave law, provided that the employee complies with the sick leave notice and medical certification requirements established by law and City policies. These Memorandum of Understanding 2024-2026 Hourly Employees
12 of 27
notice and medical certification requirements are the same as those applicable to sick leave use for regular City employees.
d. Bargaining unit members will remain eligible to use any sick leave banks accrued prior to membership in the bargaining unit, subject to the rules and limitations applicable to those sick leave banks.

16.HOLIDAY PREMIUM PAY
a. A bargaining unit member employee who is scheduled by management to work on the following holidays shall receive premium pay of time and ½ for hours worked on that day:

January 1st (New Years Day)
The 3rd Monday in January (Martin Luther King Jr.’s birthday) President’s Day
March 31th (Cesar Chavez Day
The last Monday in May (Memorial Day)
June 19th (Juneteenth)
July 4th (Fourth of July)
The first Monday in September (Labor Day),
November 11th (Veteran’s Day)
The 4th Thursday in November (Thanksgiving Day)
The Friday immediately following Thanksgiving Day
December 25th (Christmas Day)
b. For purposes of this section, the holiday means the actual holiday listed above, regardless of when the holiday is observed by the City.

17.RETIREMENT
a. An employee will be enrolled in the City’s Part-time, Seasonal and Temporary (PST) retirement plan, unless the employee is a member of the Public Employees Retirement System (PERS).
b. An employee who is a member of the Public Employees Retirement System (PERS) shall be enrolled in the appropriate PERS retirement plan. c. Hourly employees in a PERS retirement plan, other than the PERS Miscellaneous Plan, will contribute the full required member contribution for that plan.

Memorandum of Understanding 2024-2026 Hourly Employees
13 of 27
d. Effective October 29, 2005, hourly employees in the PERS Miscellaneous plan who were hired before January 1, 2013 and others who are grandfathered as “Classic” employees under PERS will pay the 8% required contribution for the 2.7% at 55 benefit. e. Notwithstanding the above, effective January 1, 2013, all new employees and/or members, as defined by California Public Employees’ Pension Reform Act of 2013 (hereinafter PEPRA), who are enrolled in the Public Employees Retirement System (PERS) will be covered under the retirement formulas, compensation measurement periods, employee contribution, and all other statutory requirements of PEPRA. f. Effective the first pay period after adoption of a new MOU, in recognition of service with the City of Santa Barbara, the eligible employee shall be paid an amount equal to the below. Such increases are in total and not stackable. For example, an employee at the 15 and more years level of service would receive only $1,000 and not $1,750.
 10-15 years: $750 one-time lump sum*
 15 years + 1 day: $1,000 one-time lump sum**
*To be eligible, employees must have worked for a minimum of 10 consecutive years and meet the minimum hour threshold of 5,200 productive hours (includes sick and PTO) during the 10-year period. Excludes PTO cashout and bereavement leave.
**To be eligible, employees must have worked for a minimum of 15+ consecutive years and meet the minimum hour threshold of 7,800 productive hours (includes sick and PTO) during the 15+ year period. Excludes PTO cashout and bereavement leave.

18. RETIRED ANNUITANT
Notwithstanding any provision to the contrary in this agreement, an employee who is a retired annuitant under PERS, as described in Government Code Section 21224, will not be eligible to receive any benefit, incentive, compensation in lieu of benefits, or other form of compensation in addition to the hourly pay rate.

19.JURY/WITNESS DUTY
a. In the event that an employee of the City is required by a court of competent jurisdiction to perform jury duty, and that requirement causes the employee to be away from his/her hourly employment, said jury duty shall be considered leave without pay without interruption of service. At the employee’s request, the City shall make reasonable efforts to reschedule employee work hours to accommodate the jury duty requirement, subject to the operation needs of the department.

Memorandum of Understanding 2024-2026 Hourly Employees
14 of 27
b. Pursuant to Government Code Section 1230.1, whenever an employee is served with a subpoena which compels his/her presence as a witness, unless he/she is a party or an expert witness, such employee shall be granted release time with pay in the amount of the difference between the employee’s regular earnings and any amount he/she receives for such appearance.

20.RELEASE TIME FOR BEREAVEMENT / NATURAL DISASTERS
a. The bereavement leave policy shall be up to sixteen hours leave with pay annually, and shall include the following immediate family members: mother, father, brother, sister, spouse, child, grandparents by blood or marriage, grandchildren by blood or marriage, mother-in-law, father in-law, brother-in-law, sister-in-law, daughter-in-law, son-in-law, person standing in loco parentis (in place of the parents), and step family members. In addition to the immediate family members listed herein, an employee shall be eligible for bereavement leave with pay for his/her domestic partner and the domestic partner’s immediate family, as defined above. In order to receive this benefit, domestic partners must be registered with the City Clerk’s office or the Secretary of State. The intent of bereavement leave is to provide employees with adequate time to be with their immediate family during a period of anguish, whether it be at the time of death, preparation of funeral arrangements and/or to attend a funeral. b. The parties agree that co-worker funeral attendance will be acceptable to the City upon Department Head approval consistent with maintenance of operations. c. Though bereavement leave pay is not applicable, the City shall encourage departments to make reasonable efforts to allow employees to use accrued PTO to attend the funeral of an aunt, uncle, or cousin.
d. The City will allow hourly employees who are geographically isolated from the workplace and unable to report to work for an extended period of time due to natural disaster (i.e., road closures) or directed by their Department may request up to one day of paid release time for the first scheduled day, or portion thereof that is missed.

21.MEDICAL LEAVE OF ABSENCE
Employees who are not eligible for a medical leave of absence under family medical leave laws and policies (FMLA/CFRA) will alternatively be eligible to request up to a maximum of 12 weeks of unpaid leave of absence for medical reasons under terms of the City’s “Leave Of Absence Without Pay – Medical Reasons” Policy.

Memorandum of Understanding 2024-2026 Hourly Employees
15 of 27

22.HEALTH AND SAFETY
a. The City and the Union agree to abide by all provisions of the California Plan approved in accordance with the provisions of the Federal Occupational Safety & Health Act of 1970, and any applicable legislation as may be passed by the State of California to implement that plan. The City recognizes that it is the duty of management to make every reasonable effort to provide and maintain a safe place of employment. The Union will cooperate by encouraging all employees to perform their work in a safe manner. It is the duty of all employees in the course of performing their duties to be alert to unsafe practices, equipment, and conditions and to report any such unsafe practices or conditions to their immediate supervisors. If such conditions cannot be satisfactorily remedied by the immediate supervisor, an employee has the right to submit the matter either personally or through the Steward to his/her Department Head or his/her designated representative. On any matter of safety that is not resolved, consultation will take place between management and Union representatives. Compliance with basic safety requirements will be part of each employee's job performance criteria. b. The City agrees to conduct a Safety Program on City time for the purpose of educating employees concerning the provisions of the Occupational Safety and Health Act as well as the City's safety policies. The Union agrees to support without qualification the City's Safety Program and will encourage its members to attend safety courses if required by the City and made available on City time. The City agrees that any safety courses the employees are required to take will be provided on City time with pay and that first aid training shall be provided to City designated employees in an onduty status. c. Both the City and the Union recognize the need and will strive to reduce the number of industrial injuries among the employees.
d. The parties agree that the City shall perform on-site safety inspections in major work sites at least once a year, and to hold regular safety meetings with departmental safety coordinators. It is further agreed that the City shall continue to maintain vehicles and equipment in a safe operating condition and that no employee will be penalized for refusing to use vehicles or equipment proven to be unsafe pursuant to State law. e. In departments where regular safety meetings are conducted, if minutes of those meetings are taken, copies of those minutes shall be posted on departmental bulletin boards. Departmental stewards will be permitted to place items on the safety meeting agenda and to attend these meetings to explain those items. f. The City shall comply with all State and federal requirements that pertain to the operation of computer equipment. In addition, as part of its commitment to making a reasonable effort to provide and maintain a safe place of employment the City shall review the Health and Safety implications of operating computer equipment.

Memorandum of Understanding 2024-2026 Hourly Employees
16 of 27
g. Departments shall maintain binders of current Material Safety Data Sheets on substances with which unit employees work or come into contact. These binders shall be made available for inspection at all reasonable times.

23.SAFETY EQUIPMENT
a. The City and the Union agree that the City will either provide all safety equipment required by the City or will reimburse the employee for purchasing the equipment whenever such equipment has been required by the City as necessary for the job.

Such equipment shall include, but not be limited to, safety shoes, safety glasses, helmets, gloves, boots, life jackets, and all related safety items. Both parties agree that the City shall retain the right to determine the minimum specifications of the safety equipment, procurement procedures, and limitations and exclusions by department. b. The City and the Union agree that the City will either provide all safety equipment required by the City or will reimburse up to a max of $230 for purchasing the equipment whenever such equipment has been required by the City as necessary for the job. Such equipment shall include, but not be limited to, safety shoes, safety glasses, helmets, gloves, boots, life jackets, and all related safety items. Both parties agree that the City shall retain the right to determine the minimum specifications of the safety equipment, procurement procedures, and limitations, and exclusions.

24.PAYROLL & EMPLOYEE CONTACT INFORMATION/NEW EMPLOYEE

ORIENTATION
a. Employees who receive payroll overpayments shall reimburse City for such overpayments. City shall establish a reasonable schedule of payments based upon the amount of such overpayment and the date such overpayment was made. b. City agrees to explain all payroll stub information to employee upon request of said employees.
c. The City agrees to provide the Union with up to four (4) deduction codes. These deduction codes may be the same codes used for other bargaining units. d. The parties agree that City will continue deducting monies from payroll and remit same to the Union as authorized by employee payroll deduction authorizations in accordance with present policy.

Employees will retain their union deduction category (member, agency fee payer, etc.) while on active but unpaid status. No payroll deductions shall be taken or accrue while an employee is on active unpaid status.

When an employee switches from the Hourly bargaining unit to a unit not represented by S.E.I.U., Local 620, S.E.I.U. deductions will no longer be deducted unless and until Memorandum of Understanding 2024-2026 Hourly Employees
17 of 27
the Union submits another signed authorization form. Any changes in dues deductions shall be subject to indemnification of the City by the Union. e. The City shall provide to the Union, on a bi-weekly basis:

1. A new hire and termination list of bargaining unit employees. The list will also show employees who have been promoted to the General or Treatment and Patrol Bargaining Units.

2. A list of current active bargaining unit members showing (1) name, (2) job classification title, (3) department, (4) hours worked in the current fiscal year, (5) hours worked in the two prior fiscal years, (6) hire date, (7) retirement plan, (8) hourly wage, (9) hours worked in the current pay period, (10) union deduction and category (dues, fees, political action, insurance, etc.), if any, for that pay period.
f. Beginning within 6 weeks following ratification of this Agreement:

1. The information provided to the Union on a biweekly basis under Section “e”, above, shall include home mailing addresses and phone numbers of employees in the bargaining unit, except that the home addresses and home telephone numbers of employees performing law enforcementrelated functions shall not be disclosed;

2. The Union will hold the City harmless for any and all claims arising from the inappropriate release of such private information so provided; and

3. The Union will provide a mechanism to allow employees who are not union members to opt out of receiving union communication (with the exception of Hudson letters and other legally required notices) through their home addresses and/or telephone numbers, and will notify these employees of this option in writing.
g. All employees shall participate in the City’s payroll direct deposit program.

1. Each employee shall execute a payroll authorization form and submit a voided check or savings deposit slip to the Payroll Office. It shall be the employee’s choice as to which bank he or she designates as the institution receiving payroll funds.

2. When the authorization form is properly executed and filed with the Payroll Office, the City will begin automatically depositing the net amount of pay on or before each designated biweekly payday in the employee's designated bank account.

3. Exceptions: An exception to this policy may be granted by the Finance Director to an employee upon a showing of good cause for such exception (e.g., that he/she Memorandum of Understanding 2024-2026 Hourly Employees
18 of 27
is unable to establish and/or maintain a personal banking/financial account for direct deposit, or that other personal circumstances necessitate a temporary or permanent exception). The Finance Director may require the employee to renew this exception periodically. Exceptions will not be unreasonably denied.

4. Employees participating in direct deposit will be provided with a payroll detail report each pay period. Alternatively, employees may voluntarily opt out of a paper detail and access this information electronically via the City’s computer system.
h. City to provide new Hourly Unit employees a Union provided flyer during onboard process that includes digital link to membership application. NeoGov platform to be made available to provide SEIU “introduction” to new hourly employees.

25.MANAGEMENT RIGHTS
a. The City shall retain, whether exercised or not, solely and exclusively, all express and inherent rights and authority pursuant to law with respect to determining the level of, and the manner in which, the City’s activities are conducted, managed, and administered, and the Union recognizes the exclusive right of the City to establish and maintain departmental rules and procedures for the administration of its departments. b. The City has the exclusive right and authority to schedule work and/or overtime as required in the manner most advantageous to the City. c. Every incidental duty connected with operations enumerated in job descriptions is not always specifically described; nevertheless, it is intended that all such duties shall be performed by the employee.
d. The City reserves the right to terminate bargaining unit members at any time.

The Union recognizes that bargaining unit members are “unclassified” employees.

26.REPRESENTATION- UNION OFFICERS AND REPRESENTATIVES
a. Employees Meeting and Conferring: City shall allow a reasonable number of employee representatives reasonable time off without loss of compensation or other benefits when formally meeting and conferring with representatives of the City on matters within the scope of representation.
b. Union Stewards: The City recognizes that Local 620 stewards are the official on-site representatives of the Union. Upon request, the Union shall provide the City with a list identifying by name and work location all regular and alternate stewards. Said list shall be kept current at all times.

Stewards may spend a reasonable amount of time to promptly investigate and process grievances within their jurisdiction without loss of pay or benefits of any kind. Stewards, Memorandum of Understanding 2024-2026 Hourly Employees
19 of 27
before leaving their work location to transact such investigations or processing, shall inform their supervisor of the area to be visited and obtain prior permission. If permission cannot be granted to leave her/his workstation at the time the request is made, the parties agree that the timelines for processing a formal grievance shall be extended until permission can be granted.
c. Union Staff Representatives: The City agrees that authorized union staff representatives shall be given access to work locations during working hours to observe working conditions. However in no case shall such representatives interrupt employees while on scheduled work time. Such visits are to be made with the prior knowledge of the Department Head (or his/her designee) and a management representative may accompany the Union staff member on the visit. A staff representative is defined as a full or part-time employee of the Union.
d. Bulletin Boards: Management will provide adequate bulletin board space at each facility where members of this unit are assigned.

Prior to posting the Union shall submit a copy to the City Administrator or a designated representative.
e. Union Business Attendance: It is agreed that City will make reasonable efforts to reschedule up to 2 work shifts per fiscal year for union-designated officers or stewards, subject to the needs of the Department, in order to allow them to attend to Union related business on their own time. Union related business is defined as follows: conferences, meetings, training and other union activities outside the workplace. No such release time will be taken except with two weeks’ notice and prior approval of the Department Head (or his/her designee) who shall notify the Human Resources Manager.

Memorandum of Understanding 2024-2026 Hourly Employees
20 of 27

27.GRIEVANCE PROCEDURE
a. Grievances shall be defined as an alleged violation of this Agreement. No act or activity which may be grievable will be considered for resolution unless a grievance is filed in accordance with Step One of the procedure contained herein within twenty (20) working days of the date the grievable activity occurred. b. The Union agrees that whenever investigation or processing a grievance is to be transacted during working hours, only the amount of time necessary to bring about a prompt disposition of the matter will be utilized.
c. The parties agree that all grievances will be processed in accordance with the following procedure:

Step One
Any employee who has a grievance shall first try to resolve it through discussion with her/his immediate supervisor. Every effort will be made to find an acceptable resolution at the lowest possible level of supervision.

Step Two
If after such discussion the employee does not believe the grievance has been satisfactorily resolved she/he may file a formal written grievance in writing within ten (10) days to her/his Department Head.

The Department Head receiving the formal grievance shall render her/his written decision and respond to the employee within ten (10) working days after receipt of the grievance.

Grievances which are general in character and which involve interpretation or application of this MOU or which involve matters requiring resolution outside the authority of the employee's Department Head shall be filed directly with the Assistant City Administrator who shall provide a written response within ten (10) working days Step Three
If within ten (10) working days after the Department Head’s or Assistant City Administrator’s response, the employee is still dissatisfied, he or she may request the services of a mediator from the State Mediation and Conciliation Service. The City and the Union will split any fee for such service.

Step Four
If, within ten (10) working days after the mediation process has been completed, the employee is still dissatisfied he or she may file a written appeal of the decision of the Department Head to the City Administrator. The City Administrator shall review information provided by the employee, the decision of the Department Head, and suggestions or information provided by the Mediator. The City Administrator shall Memorandum of Understanding 2024-2026 Hourly Employees
21 of 27
render his/her decision within twenty-five (25) working days after the appeal is filed.

The City Administrator’s decision shall be considered final. d. Time limitations for filing and responding to grievances may be waived or extended by mutual agreement of the parties.

28.MAINTENANCE OF BENEFITS
The City and the Union agree that all compensation, including direct wages, as provided by ordinance, resolution, and City Charter, which are in existence at the commencement of this Agreement, shall not be diminished, lessened, or reduced for the duration of this Agreement.

Wage adjustments as provided for from time to time by ordinance, resolution, or by City Charter, as may be amended, shall also continue for the duration of this Agreement.

The City and the Union agree that the City has the right and prerogative to assign duties to and direct employees in accordance with applicable job specifications and Chapter

3.12 of the Santa Barbara Municipal Code.

29.EFFECT OF LEGISLATION:
a. For the term of this Agreement, the Union explicitly waives on behalf of hourly bargaining unit members coverage under any “Living Wage Ordinance” or other local law setting minimum compensation and/or benefit rates for City employees, if the local law permits a waiver by a collective bargaining agreement. b. In the event that state, federal, or local legislation is passed which increases the combined costs of wages and/or benefits that the City must pay to its represented hourly employees including, but not limited to, (1) a City “Living Wage Ordinance” that does not allow a waiver or (2) a mandatory health insurance benefit statute, the City may request that the parties reopen negotiations. The parties shall meet and confer within 30 days of such written request to the Union. The intent of such negotiations will be to meet and confer over adjustments to wages and/or benefits provided under this Agreement related to the new legislation.

30.WAIVER
The City and the Union agree that, for the term of this Agreement, each party waives the right and each agrees that the other party shall not be obligated to meet and confer with respect to any subject or matter pertaining to or covered by this Agreement, except as to meeting and conferring over the renewal or continuation of this Agreement or as otherwise provided herein.

Memorandum of Understanding 2024-2026 Hourly Employees
22 of 27
It is further agreed that nothing in this Agreement shall in any way diminish the rights of the employees, the City, or the Union as established by the Meyers-Milias-Brown Act of the State of California and all amendments thereto, or Santa Barbara Municipal Code, Chapter 3.12, except as herein provided.

31.SEVERABILITY
Should any provision in this Agreement be held inoperative, void or invalid by a court of competent jurisdiction, the remaining provisions of this Agreement shall not be affected thereby, and the parties agree to meet and confer over the invalidated provision.

Memorandum of Understanding 2024-2026 Hourly Employees
23 of 27
APPENDIX A: Defining Eligibility in the Bargaining Unit

1. Bargaining Unit Benefits Eligibility: For purposes of bargaining unit benefit eligibility, Limited-Term (L/T) employees will be eligible to receive all benefits outlined in this MOU beginning the first day of the pay period after the employee reaches 520 hours in the current fiscal year or the prior fiscal year. For a list of L/T classifications, see Appendix B.

2. Unit employees are City employees who are assigned on a temporary basis are eligible for representation and membership on day one of employment except:
a. Employees assigned on a temporary basis to job classifications regularly contained in other City bargaining units (Supervisors, Managers, Fire and Police units); b. Temporary employees who are in positions designated by the City Administrator as “confidential employee” or “management employee” positions pursuant to Municipal Code Section 3.12.020(e) and 3.12.020(f). This Letter of Agreement does not otherwise limit the rights such employees may have to be members of or hold office in another employee organization;
c. Employees assigned to certain temporary job classifications at the Police and Fire Departments whose job duties are closely tied to regular police or fire related duties (The parties agree that this exclusion will include, but not be limited to, Background Investigator, Police Cadet, Police Reserves Officer, Assistant Police Activities League Coordinator, Nurse Educator, Parking Citation Administration Review Officer, etc.

However, positions such as “host” or “crossing guard” will not be excluded.); d. Employees hired through temporary employment agencies and other contingent worker staffing firms who are not City of Santa Barbara employees. The City agrees to provide the Union with information about such workers as well as information about payments made to the temporary employment agencies or other contingent worker staffing firms, upon request.

2. Bargaining Unit Benefit Adjustment: Following recognition, for purposes of bargaining unit benefit adjustment, eligible employees will become part of the benefited bargaining unit as of the first day of the pay period beginning after the employee reaches 520 hours of work in a fiscal year. At the beginning of each new fiscal year, benefited bargaining unit members who did not work 520 hours or more in the prior fiscal year will be removed from the benefited bargaining unit, and benefits will be discontinued.

Memorandum of Understanding 2024-2026 Hourly Employees
24 of 27
APPENDIX B: Limited Term Classifications
MUNIS
17 MUNIS
18 Classification
7220 N/A Airport Marketing Assistant
7219 8205 Airport Operations Intern
7394 8309 Airport Services Coordinator
7221 8206 Airport Traffic Aide
7218 8204 Alternative Transportation Planner
7396 N/A ARCON Instructor
7225 N/A Assistant PAL Coordinator I
7222 N/A Assistant PAL Coordinator II
7224 8207 Assistant Park Planner
7223 N/A Assistant to Council I
7270 N/A Assistant to Council II
7271 N/A Assistant to Council III
7226 8208 Automotive Parts Aide
7228 8209 Cannoneer
7229 N/A CAO Special Projects Manager
7240 N/A CAO Intern
7243 N/A City Council Intern
7425 8334 City Programs Intern I
7426 8335 City Programs Intern II
7427 8336 City Programs Intern III
7428 8337 City Programs Intern IV
7429 8338 City Programs Intern V
7430 8339 City Programs Intern VI
7431 8340 City Programs Intern VII
7253 8222 City TV Production Aid Lead
7251 8220 City TV Production Aide I
7252 8221 City TV Production Aide II
7250 8219 City TV Production Intern
7135 8122 Clerical Assistant
7234 8211 Commercial Driver Trainer
7217 N/A Community Services Liaison
7384 N/A Community Services Officer
7235 8212 Creeks Resources Technician
Memorandum of Understanding 2024-2026 Hourly Employees
25 of 27
7236 8213 Database Specialist
7237 N/A Development Manager
7238 N/A Dispatch Training Coordinator
7239 8214 Diver
7399 8311 Downtown Ambassador I
7400 8312 Downtown Ambassador II
7451 8355 Downtown Ambassador III
7413 N/A Elections Advisor
7412 N/A Elections Assistant
7392 N/A EMD Auditor
7275 N/A EMS Nurse Educator
7245 8215 Extension Aide
7246 N/A Facilities Project Manager
7381 N/A Financial Systems Analyst
7247 8216 Fire Public Education Assistant
7231 N/A Fire Service Mutual Aide Specialist I
7232 N/A Fire Service Mutual Aide Specialist II
7230 N/A Fire Special Projects Manager
7248 8217 GIS Mapping Technician
7249 8218 Golf Course Maintenance Worker
7306 8260 Harbor Patrol Crew I
7307 8261 Harbor Patrol Crew II
7308 8262 Harbor Patrol Crew III
7309 8263 Harbor Patrol Crew IV
7310 8264 Harbor Patrol Crew V
7311 8265 Harbor Patrol Crew VI
7312 8266 Harbor Patrol Crew VII
7313 8267 Harbor Patrol Crew VIII
7314 8268 Harbor Patrol Crew IX
7315 8269 Harbor Patrol Crew X
7316 8270 Harbor Patrol Crew XI
7296 N/A Human Resources Specialist
7383 8305 Information Systems Intern
7256 N/A Internal Affairs Investigator
7105 8092 Job Apprentice I
7257 8225 Library Building Monitor
7280 8243 Library Volunteer Coordinator
7262 8230 Lot Operator
Memorandum of Understanding 2024-2026 Hourly Employees
26 of 27
7265 8234 Management Intern
7274 8239 Management Intern IV
7268 8236 Marketing Assistant I
7269 8237 Marketing Assistant II
7272 N/A Mayor's Aide
7330 8302 Meter Reader
7279 8242 Page
7281 N/A Parking Citation Admin Review Officer
7402 8313 Parking Coordinator Aide I
7403 8314 Parking Coordinator Aide II
7404 8315 Parking Coordinator Aide III
7418 8327 Parking Lead I
7419 8328 Parking Lead II
7423 8332 Parking Monitor I
7424 8333 Parking Monitor II
7288 N/A Parks Project Manager
7442 8350 Park Ranger Assistant III
7282 8244 Planning Intern I
7283 8245 Planning Intern II
7284 N/A Police Cadet I
7285 N/A Police Cadet II
7401 N/A Police Project Manager
7289 8364 Project Manager I
7290 8365 Project Manager II
7291 8248 Public Information Assistant
7119 8106 Recreation Assistant I
7292 8249 Rental Mediation Aide I
7293 8250 Rental Mediation Aide II
7294 8251 Rental Mediation Aide III
7393 N/A Restorative Court Liaison
7295 N/A Restorative Outreach Specialist
7297 8252 School Crossing Guard I
7298 8253 School Crossing Guard II
7398 N/A SNAP Officer
7299 8254 Standby Diver
7301 8256 Traffic Counter
7303 N/A Traffic Engineer
7304 8258 Utility Worker I
Memorandum of Understanding 2024-2026 Hourly Employees
27 of 27
7305 8259 Utility Worker II
7405 8316 Waterfront Facilities Aide I
7406 8317 Waterfront Facilities Aide II
7407 8318 Waterfront Facilities Aide III
7408 8319 Waterfront Facilities Aide IV
7420 8329 Waterfront Parking Lot Operator I
7421 8330 Waterfront Parking Lot Operator II
7422 8331 Waterfront Parking Lot Operator III
7328 8282 Web Technician
RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF
SANTA BARBARA AMENDING RESOLUTION NO. 24-071,

THE POSITION AND SALARY CONTROL RESOLUTION
FOR FISCAL YEAR 2025, AFFECTING THE SALARIES OF

CERTAIN CLASSIFICATIONS IN THE HOURLY
EMPLOYEES’ BARGAINING UNIT, EFFECTIVE
SEPTEMBER 7, 2024.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF SANTA BARBARA that:
1) There shall be an across-the-board salary increase to base pay of 4.5% effective September 7, 2024, for certain classifications in the Hourly Employees’ Bargaining Unit and an across-the-board salary increase to base pay of 4.5% effective the first full pay period following July 1, 2025. 2) The City’s most recent Publicly Available Pay Schedule is attached as Exhibit “A” for approval pursuant to Section 570.5.
3) During the term of the agreement, the City Administrator is hereby authorized to implement the terms of the Memorandum of Understanding between the City of Santa Barbara and the SEIU Hourly Employees’ Bargaining Unit without further action by the City Council, unless such further action is explicitly required by state or federal law.

Page 1 of 6 ends

Page 2 of 6 ends

Page 3 of 6 ends

Page 4 of 6 ends

Page 5 of 6 ends

Page 6 of 6 ends

EXHIBIT A

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Human Resources Department
SUBJECT: Resolution Approving the 2024-2025 Management Salary Plan, and Amendment of Resolution No. 24-071, the Position and Salary Control Resolution for Fiscal Year 2025 [Resolution]
RECOMMENDATION: That Council:

A. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara Adopting the 2024-2025 Salary Plan Applicable Only to Unrepresented Managers and Professional Attorneys (except the City Administrator and City Attorney), and the 2024-2025 Salary Plan Applicable Certain Unrepresented Safety Managers.

B. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara Amending Resolution No. 24-071, the Position and Salary Control Resolution for Fiscal Year 2025, Affecting Certain Management Classifications Effective June 29, 2024.

DISCUSSION:

On March 17, 2023, the City received a request for recognition for certain management classifications. The below classifications are now represented by the American Federation of State County, and Municipal Employees (AFSCME):

Airport Business Manager Police Administrative Manager
Airport Facilities Manager Police Business Manager
Airport Operations Manager Police Information Technology Manager Airport Properties Manager Police Records Manager
Assistant to the City Administrator Principal Architect Chief Building Official Principal Engineer
City Clerk Services Manager Principal Planner
City Engineer Principal Project Manager
City Planner Principal Traffic Engineer
Agenda Item No. 5
File Code No. 410.06
Council Agenda Report
Resolution Approving the 2024-2025 Management Salary Plan, and Amendment of Resolution No. 24-071, the Position and Salary Control Resolution for Fiscal Year 2025 [Resolution]
September 10, 2024

Page 2 ends

Community Engagement Officer/PIO Public Works Business Manager Controller Public Works Manager
Cross Functional Team Manager Public Works Operations Manager Downtown Plaza & Parking Manager Recreation Programs Manager Emergency Services Manager Risk Manager
Energy and Climate Program Manager State Street Master Planner Environmental Services Manager Transportation Planning & Parking Manager Facilities Manager Wastewater System Manager
Fire Business Manager Water Resources Manager
Fleet Services Manager Water Services Manager
General Services Manager Water System Manager
Harbor Operations Manager Waterfront Business Manager
Housing & Human Services Manager Waterfront Facilities Manager Information Technology Manager Economic Development Manager Library Services Manager Community Development Business Manager Parks & Recreation Business Manager Creeks Restoration/Clean Water Manager Parks Manager Public Safety Communications Manager
This group has been in active negotiations with City to develop a Memorandum of Understanding (MOU) that provides for salary and benefit provisions for this newly recognized group.

Executive Management, Professional Attorneys, and a few Management Classifications remain unrepresented and are now separate from the classifications above. The 2022- 2024 Management Salary Plans for those unrepresented classifications expired on June 30, 2024; therefore, staff recommends the adoption of a new plan due to the expiration for unrepresented managers. The new Management Salary Plan provides a salary increase of 3.5% for Unrepresented Managers listed below:

Assistant Attorney I
Assistant Attorney II
Assistant Attorney III
Assistant Attorney IV
Assistant Attorney V
Deputy City Attorney
Assistant Finance Director
Council Agenda Report
Resolution Approving the 2024-2025 Management Salary Plan, and Amendment of Resolution No. 24-071, the Position and Salary Control Resolution for Fiscal Year 2025 [Resolution]
September 10, 2024

Page 3 ends

Assistant Library Director
Assistant Parks and Recreation Director
Budget Manager
Human Resources Manager
Labor Relations Manager
Fire Operations Division Chief
Senior Assistant to the City Administrator
Administrative Services Director
Airport Director
Assistant City Administrator
Community Development Director
Finance Director
Fire Chief
Human Resources Director
Information Technology Director
Library Director
Parks and Recreation Director
Police Chief
Public Works Director
Sustainability and Resilience Director
Waterfront Director/Harbormaster

This 3.5% increase represents the year over year CPI increase as of June 30, 2024. No other changes are recommended to the Management Performance and Compensation Plan at this time.

BUDGET/FINANCIAL INFORMATION:

The total costs of the salary plans for managers, including some Public Safety Managers is estimated to be $305,728 for all funds in Fiscal Year 2025. If adjustments to the Fiscal Year 2025 budget are necessary, staff will return to request additional expenditure appropriations with the mid-year budget adjustments. Staff will incorporate the financial impacts of these plans into the budget development for process for the upcoming FY2026-2027 financial plan.

PREPARED BY: Sam Ramirez, Labor Relations Manager
SUBMITTED BY: Wendy Levy, Human Resources Director
Council Agenda Report
Resolution Approving the 2024-2025 Management Salary Plan, and Amendment of Resolution No. 24-071, the Position and Salary Control Resolution for Fiscal Year 2025 [Resolution]
September 10, 2024

Page 4 ends

APPROVED BY: Kelly McAdoo, City Administrator
RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF SANTA
BARBARA ADOPTING THE 2024-2025 SALARY PLAN APPLICABLE

TO UNREPRESENTED MANAGERS AND PROFESSIONAL
ATTORNEYS AND THE 2024-2025 SALARY PLAN APPLICABLE TO

CERTAIN UNREPRESENTED SAFETY MANAGERS EFFECTIVE
JUNE 29, 2024.

WHEREAS, Pursuant to Section 3.12 of the Municipal Code of the City of Santa Barbara declare agreement to the provisions to the 2024-2025 Management Salary Plan.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF SANTA BARBARA that:

SECTION 1. The 2024-2025 Management Salary Plan only applicable to unrepresented managers and professional attorneys and certain unrepresented safety managers, effective as of June 29, 2024, and attached hereto, and incorporated herein by reference as Exhibit “A” and Exhibit “B” (hereinafter the “2024-2025 Management Salary Plan”) is hereby approved.

Section 2. During the term of the Salary Plan, the City Administrator is hereby authorized to implement the terms of the 2024-2025 Management Salary Plan without further action needed by the City Council, unless required by state or federal law. This authorization shall also include, but not be limited to, the authority to implement employee salary increases and changes to the salary schedule(s) that were adopted with the annual budget.

Section 3. The City’s most recent Publicly Available Pay Schedule is attached as Attachment “A” for approval pursuant to Section 570.5.
2024-2025 Management Salary Plan
Applicable to Unrepresented Managers and Professional Attorneys

1. This Management Salary Plan sets forth a plan for salary and benefit adjustments for certain unrepresented management employees for the period of June 29, 2024, through June 30, 2025.

2. This Salary Plan will apply to all management employees and professional attorneys not represented by a recognized employee organization, except the City Administrator and the City Attorney.

3. Salary Increases:

A. The following across-the-board base salary increases will be implemented for all employees except the City Administrator and City Attorney:

Effective June 29, 2024: 3.5%

EXHIBIT A

EXHIBIT B
2024-2025 Management Salary Plan
Applicable to Certain Unrepresented Safety Managers
(“Management Salary Plan 2”)

1. This Management Salary Plan sets forth a plan for salary and benefit adjustments for unrepresented management employees for the period of June 29, 2024, through June 30, 2025.

2. This salary plan will apply only to the following unrepresented safety management employees: Fire Division Chief-Operations, the Fire Chief, and the Police Chief. This salary plan shall not apply to police management employees represented by the Police Management Association, nor to the Fire Division Chief-Prevention or the Fire Battalion Chiefs.

3. Salary Increases:

A. The following across-the-board base salary increases will be implemented for all employees except the City Administrator and City Attorney:

Effective June 29, 2024: 3.5%
RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF SANTA
BARBARA AMENDING RESOLUTION NO. 24-071, THE POSITION
AND SALARY CONTROL RESOLUTION FOR FISCAL YEAR 2025,

AFFECTING CERTAIN MANAGEMENT CLASSIFICATIONS
EFFECTIVE JUNE 29, 2024.

WHEREAS, Pursuant to Section 3.12 of the Municipal Code of the City of Santa Barbara declare agreement to the provisions to the 2024-2025 Management Salary Plan.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF SANTA BARBARA that:

SECTION 1. There shall be an across-the-board salary increase to base pay of 3.5% effective June 29, 2024.

SECTION 2. The City’s most recent Publicly Available Pay Schedule is attached as Attachment “A” for approval pursuant to Section 570.5.

SECTION 3. During the term of the Salary Plan, the City Administrator is hereby authorized to implement the terms of the 2024-2025 Management Salary Plan without further action needed by the City Council, unless required by state or federal law. This authorization shall also include, but not be limited to, the authority to implement employee salary increases and changes to the salary schedule(s) that were adopted with the annual budget.

LEGEND

FLSA- UNIT- REVISION HISTORY
01 = Executive Management 31 = Fire Chief Resolution TBD = Fire Management Assoc. COLA, effective 7/13/24 E = Exempt under provisions of Fair Labor Standards Act (FLSA) 02 = Managers 32 = Fire Operations Division Chief Resolution TBD = Compaction - Supervisor's Unit, effective 6/29/2024 7 = 7K Exemption under provisions of Fair Labor Standards Act (FLSA) 04 = Supervisors 33 = Fire Battalion Chiefs 05 = Confidential Supervisors 34 = Fire Sworn
14 = General Unit 39 = Fire Non-Sworn
SERVICE STATUS 16 = Confidential
A = Appointed Employees 19 = Treatment & Patrol
C = Classified 21 = Police Chief
U = Unclassified 22 = Police Deputy Chief
23 = Police Management Association
CONFIDENTIAL 24 = Police Sworn
29 = Police Non-Sworn
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Accounting Assistant* N U 16 6000 5,369.52 5,637.97 5,919.88 6,215.89 6,526.65 2,478.24 2,602.14 2,732.25 2,868.87 3,012.30 30.9780 32.5268 34.1531 35.8609 37.6538 Accounting Technician* N U 16 6004 5,644.12 5,926.27 6,222.62 6,533.76 6,860.47 2,604.98 2,735.20 2,871.98 3,015.58 3,166.37 32.5622 34.1900 35.8998 37.6947 39.5796 Administrative Analyst I* N U 16 6001 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Administrative Analyst II* E U 16 6003 8,797.79 9,237.67 9,699.54 10,184.55 10,693.80 4,060.52 4,263.54 4,476.71 4,700.56 4,935.60 50.7565 53.2943 55.9589 58.7570 61.6950 Administrative Analyst III* E U 16 6002 9,528.61 10,005.08 10,505.30 11,030.57 11,582.11 4,397.82 4,617.73 4,848.60 5,091.03 5,345.59 54.9728 57.7216 60.6075 63.6379 66.8199 Administrative Assistant* N U 16 6028 6,298.65 6,613.53 6,944.30 7,291.48 7,656.07 2,907.07 3,052.40 3,205.06 3,365.30 3,533.57 36.3384 38.1550 40.0632 42.0663 44.1696 Administrative Assistant to Mayor/Council* N U 16 6029 6,613.58 6,944.25 7,291.48 7,656.09 8,038.85 3,052.42 3,205.04 3,365.30 3,533.58 3,710.24 38.1552 40.0630 42.0662 44.1697 46.3780 Administrative Specialist* N U 16 6024 4,905.12 5,150.32 5,407.87 5,678.27 5,962.17 2,263.90 2,377.07 2,495.94 2,620.74 2,751.77 28.2987 29.7134 31.1992 32.7593 34.3971 Applications Administrator* E U 16 6019 9,614.65 10,095.39 10,600.09 11,130.17 11,686.63 4,437.53 4,659.41 4,892.35 5,137.00 5,393.83 55.4691 58.2426 61.1544 64.2125 67.4229 Applications Analyst* E U 16 6006 8,105.80 8,511.06 8,936.68 9,383.51 9,852.66 3,741.14 3,928.18 4,124.62 4,330.85 4,547.38 46.7642 49.1023 51.5577 54.1356 56.8422 City Attorney Investigator I* E U 16 6026 8,150.74 8,558.29 8,986.21 9,435.51 9,907.32 3,761.88 3,949.98 4,147.48 4,354.85 4,572.61 47.0235 49.3747 51.8435 54.4356 57.1576 City Attorney Investigator II* E U 16 6036 9,311.06 9,776.63 10,265.45 10,778.71 11,317.58 4,297.41 4,512.29 4,737.90 4,974.79 5,223.50 53.7176 56.4036 59.2238 62.1849 65.2938 City Attorney Investigator III* E U 16 6037 10,087.20 10,591.56 11,121.15 11,677.19 12,260.97 4,655.63 4,888.41 5,132.84 5,389.47 5,658.91 58.1954 61.1051 64.1605 67.3684 70.7364 Finance Analyst I* E U 16 6009 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Finance Analyst II* E U 16 6027 8,797.79 9,237.67 9,699.54 10,184.55 10,693.80 4,060.52 4,263.54 4,476.71 4,700.56 4,935.60 50.7565 53.2943 55.9589 58.7570 61.6950 Human Resources Analyst I* E U 16 6014 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Human Resources Analyst II* E U 16 6015 8,797.79 9,237.67 9,699.54 10,184.55 10,693.80 4,060.52 4,263.54 4,476.71 4,700.56 4,935.60 50.7565 53.2943 55.9589 58.7570 61.6950 Human Resources Assistant* N U 16 6016 6,298.65 6,613.53 6,944.30 7,291.48 7,656.07 2,907.07 3,052.40 3,205.06 3,365.30 3,533.57 36.3384 38.1550 40.0632 42.0663 44.1696 Human Resources Technician* N U 16 6017 6,490.01 6,814.49 7,155.20 7,513.00 7,888.62 2,995.39 3,145.15 3,302.40 3,467.54 3,640.90 37.4424 39.3144 41.2800 43.3443 45.5113 Law Clerk* N U 16 6008 6,036.90 6,338.78 6,655.70 6,988.50 7,337.94 2,786.26 2,925.59 3,071.86 3,225.46 3,386.74 34.8283 36.5699 38.3982 40.3183 42.3342 Law Practice Administrator* E U 16 6033 9,528.61 10,005.08 10,505.30 11,030.57 11,582.11 4,397.82 4,617.73 4,848.60 5,091.03 5,345.59 54.9728 57.7216 60.6075 63.6379 66.8199 Legal Administrative Assistant I* N U 16 6010 5,172.09 5,430.75 5,702.30 5,987.35 6,286.76 2,387.12 2,506.50 2,631.83 2,763.39 2,901.58 29.8390 31.3312 32.8979 34.5424 36.2698 Legal Administrative Assistant II* N U 16 6011 6,251.38 6,563.98 6,892.17 7,236.78 7,598.63 2,885.25 3,029.53 3,181.00 3,340.05 3,507.06 36.0656 37.8691 39.7625 41.7506 43.8382 Litigation Paralegal I* N U 16 6012 6,377.39 6,696.24 7,031.05 7,382.66 7,751.77 2,943.41 3,090.57 3,245.10 3,407.38 3,577.74 36.7926 38.6321 40.5637 42.5922 44.7217 Litigation Paralegal II* N U 16 6034 7,110.81 7,466.38 7,839.67 8,231.64 8,643.22 3,281.91 3,446.02 3,618.31 3,799.22 3,989.18 41.0239 43.0752 45.2289 47.4903 49.8647 Litigation Paralegal III* N U 16 6035 7,844.24 8,236.43 8,648.25 9,080.70 9,534.66 3,620.42 3,801.43 3,991.50 4,191.09 4,400.61 45.2552 47.5179 49.8937 52.3886 55.0076 Office Specialist II* N U 16 6013 4,290.04 4,504.52 4,729.70 4,966.22 5,214.50 1,980.02 2,079.01 2,182.94 2,292.10 2,406.69 24.7502 25.9876 27.2868 28.6512 30.0836 Principal Human Resources Analyst* E U 16 6032 10,320.92 10,876.97 11,433.05 11,989.08 12,545.13 4,763.50 5,020.14 5,276.79 5,533.42 5,790.06 59.5438 62.7518 65.9599 69.1678 72.3758 Risk Analyst I* E U 16 6020 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Risk Analyst II* E U 16 6021 8,797.79 9,237.67 9,699.54 10,184.55 10,693.80 4,060.52 4,263.54 4,476.71 4,700.56 4,935.60 50.7565 53.2943 55.9589 58.7570 61.6950 Risk Assistant* N U 16 6025 5,815.55 6,106.32 6,411.64 6,732.22 7,068.88 2,684.10 2,818.30 2,959.22 3,107.18 3,262.56 33.5513 35.2288 36.9903 38.8398 40.7820 Risk Technician* N U 16 6030 6,490.01 6,814.49 7,155.20 7,513.00 7,888.62 2,995.39 3,145.15 3,302.40 3,467.54 3,640.90 37.4424 39.3144 41.2800 43.3443 45.5113 Senior Human Resources Analyst* E U 16 6018 9,528.61 10,005.08 10,505.30 11,030.57 11,582.11 4,397.82 4,617.73 4,848.60 5,091.03 5,345.59 54.9728 57.7216 60.6075 63.6379 66.8199 Senior Legal Administrative Assistant* E U 16 6038 7,018.05 7,377.18 7,736.28 8,133.36 8,530.45 3,239.10 3,404.85 3,570.59 3,753.86 3,937.13 40.4887 42.5606 44.6324 46.9232 49.2141

CONFIDENTIAL
Council hereby authorizes the following classified and unclassified regular full-time and regular part-time classifications and positions; and the salary ranges therefore for the 2024 fiscal year. Changes to future salaries may be adopted by the City Council by Ordinance as part of a collective bargaining agreement or long-term salary plan.

Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA
N = Non-Exempt under provisions of Fair Labor Standards Act (FLSA) Service
Status
* = Classifications are designated as confidential and receive an additional 2.5% Resolution TBD = Certain Unrepresented Managers COLA ,effective 6/29/2024
SECTION 2. CLASSIFICATIONS AND SALARY RANGES:

Revised 9/10/2024
Effective 6/29/2024
HR\PSCR Page 1 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Accountant I E C 14 1400 6,205.12 6,515.32 6,841.12 7,183.22 7,542.32 2,863.90 3,007.07 3,157.44 3,315.33 3,481.07 35.7987 37.5884 39.4680 41.4416 43.5134 Accountant II E C 14 1401 6,856.07 7,198.82 7,558.79 7,936.72 8,333.54 3,164.34 3,322.53 3,488.67 3,663.10 3,846.25 39.5542 41.5316 43.6084 45.7888 48.0781 Accounting Assistant N C 14 1402 5,369.52 5,637.97 5,919.88 6,215.89 6,526.65 2,478.24 2,602.14 2,732.25 2,868.87 3,012.30 30.9780 32.5268 34.1531 35.8609 37.6538 Accounting Coordinator N C 14 1404 6,205.12 6,515.32 6,841.12 7,183.22 7,542.32 2,863.90 3,007.07 3,157.44 3,315.33 3,481.07 35.7987 37.5884 39.4680 41.4416 43.5134 Accounting Technician N C 14 1405 5,644.12 5,926.27 6,222.62 6,533.76 6,860.47 2,604.98 2,735.20 2,871.98 3,015.58 3,166.37 32.5622 34.1900 35.8998 37.6947 39.5796 Administrative Analyst I N U 14 1406 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Administrative Analyst II E U 14 1408 8,797.79 9,237.67 9,699.54 10,184.55 10,693.80 4,060.52 4,263.54 4,476.71 4,700.56 4,935.60 50.7565 53.2943 55.9589 58.7570 61.6950 Administrative Analyst III E U 14 1407 9,528.61 10,005.08 10,505.30 11,030.57 11,582.11 4,397.82 4,617.73 4,848.60 5,091.03 5,345.59 54.9728 57.7216 60.6075 63.6379 66.8199 Administrative Assistant N U 14 1409 6,298.65 6,613.53 6,944.30 7,291.48 7,656.07 2,907.07 3,052.40 3,205.06 3,365.30 3,533.57 36.3384 38.1550 40.0632 42.0663 44.1696 Administrative Assistant Unclassified N U 14 1607 6,298.65 6,613.53 6,944.30 7,291.48 7,656.07 2,907.07 3,052.40 3,205.06 3,365.30 3,533.57 36.3384 38.1550 40.0632 42.0663 44.1696 Administrative Specialist N C 14 1531 4,905.12 5,150.32 5,407.87 5,678.27 5,962.17 2,263.90 2,377.07 2,495.94 2,620.74 2,751.77 28.2987 29.7134 31.1992 32.7593 34.3971 Adult Literacy Coordinator N C 14 1580 7,217.56 7,578.42 7,957.34 8,355.23 8,772.96 3,331.18 3,497.73 3,672.62 3,856.26 4,049.06 41.6397 43.7216 45.9078 48.2032 50.6133 Airport Maintenance Coordinator N C 14 1413 6,052.24 6,354.90 6,672.66 7,006.26 7,356.59 2,793.34 2,933.03 3,079.69 3,233.66 3,395.35 34.9168 36.6629 38.4961 40.4208 42.4419 Airport Maintenance Worker I N C 14 1410 4,509.42 4,734.88 4,971.63 5,220.15 5,481.15 2,081.27 2,185.33 2,294.60 2,409.30 2,529.76 26.0159 27.3166 28.6825 30.1163 31.6220 Airport Maintenance Worker II N C 14 1411 4,957.66 5,205.50 5,465.81 5,739.11 6,026.00 2,288.15 2,402.54 2,522.68 2,648.82 2,781.23 28.6019 30.0318 31.5335 33.1102 34.7654 Airport Operations Technician N C 14 1579 5,081.46 5,335.57 5,602.35 5,882.46 6,176.54 2,345.29 2,462.57 2,585.70 2,714.98 2,850.71 29.3161 30.7821 32.3212 33.9372 35.6339 Airport Security Aide N C 14 1415 3,806.03 3,996.24 4,196.18 4,405.96 4,626.22 1,756.63 1,844.42 1,936.70 2,033.52 2,135.18 21.9579 23.0553 24.2088 25.4190 26.6898 Animal Control Officer N C 14 1416 5,338.78 5,605.73 5,886.03 6,180.33 6,489.38 2,464.05 2,587.26 2,716.63 2,852.46 2,995.10 30.8006 32.3407 33.9579 35.6558 37.4387 Animal Control Officer II N C 14 1417 5,898.84 6,193.81 6,503.47 6,828.64 7,170.02 2,722.54 2,858.68 3,001.60 3,151.68 3,309.24 34.0318 35.7335 37.5200 39.3960 41.3655 Applications Administrator E C 14 1596 9,614.65 10,095.39 10,600.09 11,130.17 11,686.63 4,437.53 4,659.41 4,892.35 5,137.00 5,393.83 55.4691 58.2426 61.1544 64.2125 67.4229 Applications Analyst E C 14 1595 8,105.80 8,511.06 8,936.68 9,383.51 9,852.66 3,741.14 3,928.18 4,124.62 4,330.85 4,547.38 46.7642 49.1023 51.5577 54.1356 56.8422 Aquatics Specialist N C 14 1601 5,289.77 5,554.23 5,831.97 6,123.56 6,429.67 2,441.43 2,563.49 2,691.68 2,826.26 2,967.54 30.5179 32.0436 33.6460 35.3282 37.0942 Assistant Parking Coordinator N C 14 1418 4,908.45 5,153.87 5,411.55 5,682.13 5,966.24 2,265.44 2,378.71 2,497.64 2,622.52 2,753.65 28.3180 29.7339 31.2205 32.7815 34.4206 Assistant Planner E C 14 1419 7,206.64 7,567.00 7,945.34 8,342.62 8,759.75 3,326.14 3,492.46 3,667.08 3,850.44 4,042.96 41.5767 43.6557 45.8385 48.1305 50.5370 Assistant Transportation Planner E C 14 1420 7,206.64 7,567.00 7,945.34 8,342.62 8,759.75 3,326.14 3,492.46 3,667.08 3,850.44 4,042.96 41.5767 43.6557 45.8385 48.1305 50.5370 Associate Planner E C 14 1422 7,805.31 8,195.59 8,605.37 9,035.65 9,487.40 3,602.45 3,782.58 3,971.71 4,170.30 4,378.80 45.0306 47.2823 49.6464 52.1287 54.7350 Associate Transportation Planner E C 14 1421 7,805.31 8,195.59 8,605.37 9,035.65 9,487.40 3,602.45 3,782.58 3,971.71 4,170.30 4,378.80 45.0306 47.2823 49.6464 52.1287 54.7350 Automotive/Equipment Technician N C 14 1578 5,903.24 6,198.44 6,508.32 6,833.73 7,175.44 2,724.57 2,860.82 3,003.84 3,154.03 3,311.74 34.0571 35.7602 37.5480 39.4254 41.3967 Automotive Parts Specialist N C 14 1427 5,903.24 6,198.44 6,508.32 6,833.73 7,175.44 2,724.57 2,860.82 3,003.84 3,154.03 3,311.74 34.0571 35.7602 37.5480 39.4254 41.3967 Automotive Service Writer N C 14 1428 6,856.07 7,198.82 7,558.79 7,936.72 8,333.54 3,164.34 3,322.53 3,488.67 3,663.10 3,846.25 39.5542 41.5316 43.6084 45.7888 48.0781 Building Inspector N C 14 1431 7,285.53 7,649.83 8,032.27 8,433.92 8,855.58 3,362.55 3,530.69 3,707.20 3,892.58 4,087.19 42.0319 44.1336 46.3400 48.6572 51.0899 Building Permit Technician N C 14 1432 5,967.82 6,266.26 6,579.54 6,908.48 7,253.96 2,754.38 2,892.12 3,036.71 3,188.53 3,347.98 34.4298 36.1515 37.9589 39.8566 41.8497 Buyer I N C 14 1433 5,924.23 6,220.46 6,531.50 6,858.06 7,200.96 2,734.26 2,870.98 3,014.54 3,165.26 3,323.52 34.1783 35.8872 37.6818 39.5658 41.5440 Buyer II N C 14 1575 6,582.46 6,911.62 7,257.23 7,620.08 8,001.05 3,038.06 3,189.98 3,349.49 3,516.96 3,692.79 37.9758 39.8748 41.8686 43.9620 46.1599 Carpenter N C 14 1434 6,061.34 6,364.45 6,682.65 7,016.77 7,367.62 2,797.54 2,937.44 3,084.30 3,238.51 3,400.44 34.9693 36.7180 38.5537 40.4814 42.5055 City TV Production Specialist N C 14 1463 7,319.95 7,685.93 8,070.21 8,473.70 8,897.35 3,378.44 3,547.35 3,724.71 3,910.94 4,106.47 42.2305 44.3419 46.5589 48.8867 51.3309 Code Enforcement Officer N C 14 1435 6,457.71 6,780.58 7,119.62 7,475.63 7,849.36 2,980.48 3,129.50 3,285.98 3,450.29 3,622.78 37.2560 39.1187 41.0747 43.1286 45.2848 Commission Secretary N C 14 1514 5,223.99 5,485.11 5,759.43 6,047.36 6,349.76 2,411.07 2,531.59 2,658.20 2,791.09 2,930.66 30.1384 31.6449 33.2275 34.8886 36.6333 Communications Specialist E C 14 1436 5,992.22 6,291.87 6,606.43 6,936.74 7,283.60 2,765.64 2,903.94 3,049.12 3,201.57 3,361.66 34.5705 36.2992 38.1140 40.0196 42.0208 Community Development Programs Specialist N C 14 1437 7,064.29 7,417.50 7,788.41 8,177.82 8,586.72 3,260.44 3,423.46 3,594.65 3,774.38 3,963.10 40.7555 42.7932 44.9331 47.1798 49.5387 Community Education Liaison E C 14 1438 5,237.25 5,499.11 5,774.06 6,062.79 6,365.91 2,417.19 2,538.05 2,664.95 2,798.21 2,938.11 30.2149 31.7256 33.3119 34.9776 36.7264 Computer Training Coordinator E C 14 1443 7,954.66 8,352.37 8,770.04 9,208.55 9,668.95 3,671.38 3,854.94 4,047.71 4,250.10 4,462.59 45.8923 48.1868 50.5964 53.1262 55.7824 Creeks Outreach Coordinator E C 14 1444 6,821.92 7,163.02 7,521.19 7,897.20 8,292.09 3,148.58 3,306.01 3,471.32 3,644.86 3,827.12 39.3573 41.3251 43.3915 45.5608 47.8390 Custodian N C 14 1445 4,205.28 4,415.54 4,636.28 4,868.13 5,111.54 1,940.90 2,037.94 2,139.82 2,246.83 2,359.17 24.2612 25.4742 26.7477 28.0854 29.4896 Deputy City Clerk N C 14 1446 6,809.77 7,150.22 7,507.74 7,883.09 8,277.30 3,142.97 3,300.10 3,465.11 3,638.35 3,820.29 39.2871 41.2512 43.3139 45.4794 47.7536 Electrician N C 14 1447 6,435.24 6,756.99 7,094.84 7,449.56 7,822.06 2,970.11 3,118.61 3,274.54 3,438.26 3,610.18 37.1264 38.9826 40.9317 42.9783 45.1272 Electronics/Communications Technician I N C 14 1450 6,145.58 6,452.90 6,775.56 7,114.29 7,470.02 2,836.42 2,978.26 3,127.18 3,283.52 3,447.70 35.4553 37.2282 39.0898 41.0440 43.0962 Electronics/Communications Technician II N C 14 1451 6,756.51 7,094.32 7,449.02 7,821.45 8,212.58 3,118.39 3,274.30 3,438.01 3,609.90 3,790.42 38.9799 40.9287 42.9751 45.1238 47.3803 Electronics Technician I N C 14 1448 5,853.36 6,146.08 6,453.40 6,776.03 7,114.79 2,701.55 2,836.65 2,978.49 3,127.40 3,283.75 33.7694 35.4581 37.2311 39.0925 41.0469 Electronics Technician II N C 14 1449 6,435.24 6,756.99 7,094.84 7,449.56 7,822.06 2,970.11 3,118.61 3,274.54 3,438.26 3,610.18 37.1264 38.9826 40.9317 42.9783 45.1272 Energy and Climate Specialist E C 14 1593 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Engineering Technician I N C 14 1452 5,521.62 5,797.70 6,087.53 6,391.97 6,711.53 2,548.44 2,675.86 2,809.63 2,950.14 3,097.63 31.8555 33.4482 35.1204 36.8767 38.7204 Engineering Technician II N C 14 1453 6,070.44 6,373.97 6,692.64 7,027.30 7,378.65 2,801.74 2,941.83 3,088.91 3,243.37 3,405.53 35.0218 36.7729 38.6114 40.5421 42.5691 Environmental Services Specialist I E C 14 1541 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Environmental Services Specialist II E C 14 1542 8,495.98 8,920.75 9,366.80 9,835.15 10,326.90 3,921.22 4,117.27 4,323.14 4,539.30 4,766.26 49.0152 51.4659 54.0392 56.7412 59.5783

GENERAL
HR\PSCR Page 2 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Equipment Operator N C 14 1455 5,013.02 5,263.66 5,526.84 5,803.18 6,093.34 2,313.70 2,429.38 2,550.85 2,678.39 2,812.31 28.9212 30.3673 31.8856 33.4799 35.1539 Facilities Maintenance Worker II N C 14 1573 4,957.66 5,205.50 5,465.81 5,739.11 6,026.00 2,288.15 2,402.54 2,522.68 2,648.82 2,781.23 28.6019 30.0318 31.5335 33.1102 34.7654 Finance Analyst I E U 14 1456 7,689.41 8,073.85 8,477.56 8,901.47 9,346.50 3,548.96 3,726.39 3,912.72 4,108.37 4,313.77 44.3620 46.5799 48.9090 51.3546 53.9221 Finance Analyst II E U 14 1457 8,797.79 9,237.67 9,699.54 10,184.55 10,693.80 4,060.52 4,263.54 4,476.71 4,700.56 4,935.60 50.7565 53.2943 55.9589 58.7570 61.6950 Fire Public Education Coordinator E C 14 1459 6,821.92 7,163.02 7,521.19 7,897.20 8,292.09 3,148.58 3,306.01 3,471.32 3,644.86 3,827.12 39.3573 41.3251 43.3915 45.5608 47.8390 Fire Services Specialist N C 14 1460 6,298.65 6,613.53 6,944.30 7,291.48 7,656.07 2,907.07 3,052.40 3,205.06 3,365.30 3,533.57 36.3384 38.1550 40.0632 42.0663 44.1696 Fire Warehouse Specialist N C 14 1458 4,835.52 5,077.35 5,331.17 5,597.71 5,877.63 2,231.78 2,343.39 2,460.54 2,583.56 2,712.75 27.8972 29.2924 30.7568 32.2945 33.9094 Fleet Services Technician I N C 14 1426 5,903.24 6,198.44 6,508.32 6,833.73 7,175.44 2,724.57 2,860.82 3,003.84 3,154.03 3,311.74 34.0571 35.7602 37.5480 39.4254 41.3967 Fleet Services Technician II N C 14 1468 6,522.45 6,848.57 7,190.95 7,550.53 7,928.07 3,010.36 3,160.88 3,318.90 3,484.86 3,659.11 37.6295 39.5110 41.4863 43.5608 45.7389 Geographic Information Systems Analyst N C 14 1606 8,105.80 8,511.06 8,936.68 9,383.51 9,852.66 3,741.14 3,928.18 4,124.62 4,330.85 4,547.38 46.7642 49.1023 51.5577 54.1356 56.8422 Geographic Information Systems Coordinator N C 14 1423 9,808.31 10,298.73 10,813.70 11,354.37 11,922.11 4,526.91 4,753.26 4,990.94 5,240.48 5,502.51 56.5864 59.4158 62.3868 65.5060 68.7814 Geographic Information Systems Technician N C 14 1461 6,890.30 7,234.83 7,596.55 7,976.41 8,375.23 3,180.14 3,339.15 3,506.10 3,681.42 3,865.49 39.7518 41.7394 43.8262 46.0177 48.3186 Graphic Designer N C 14 1439 7,351.87 7,719.44 8,105.46 8,510.71 8,936.24 3,393.17 3,562.82 3,740.98 3,928.02 4,124.42 42.4146 44.5353 46.7623 49.1003 51.5553 Grounds Maintenance Crew Leader N C 14 1464 5,574.08 5,852.77 6,145.43 6,452.75 6,775.32 2,572.65 2,701.28 2,836.35 2,978.19 3,127.07 32.1581 33.7660 35.4544 37.2274 39.0884 Grounds Maintenance Worker I N C 14 1465 4,409.28 4,629.71 4,861.20 5,104.26 5,359.47 2,035.05 2,136.79 2,243.63 2,355.81 2,473.60 25.4381 26.7099 28.0454 29.4476 30.9200 Grounds Maintenance Worker II N C 14 1466 4,945.24 5,192.53 5,452.16 5,724.75 6,010.98 2,282.42 2,396.55 2,516.38 2,642.19 2,774.30 28.5303 29.9569 31.4547 33.0274 34.6788 Harbor Operations Assistant N C 14 1467 5,081.46 5,335.57 5,602.35 5,882.46 6,176.54 2,345.29 2,462.57 2,585.70 2,714.98 2,850.71 29.3161 30.7821 32.3212 33.9372 35.6339 Head Pool Lifeguard N C 14 1572 3,551.12 3,728.62 3,915.10 4,110.86 4,316.39 1,638.98 1,720.90 1,806.97 1,897.32 1,992.18 20.4872 21.5113 22.5871 23.7165 24.9022 Heavy Equipment Technician N C 14 1576 6,522.45 6,848.57 7,190.95 7,550.53 7,928.07 3,010.36 3,160.88 3,318.90 3,484.86 3,659.11 37.6295 39.5110 41.4863 43.5608 45.7389 Housing Programs Specialist N C 14 1469 7,805.31 8,195.59 8,605.37 9,035.65 9,487.40 3,602.45 3,782.58 3,971.71 4,170.30 4,378.80 45.0306 47.2823 49.6464 52.1287 54.7350 Housing Project Planner E C 14 1590 8,369.77 8,788.28 9,227.68 9,689.07 10,173.58 3,862.97 4,056.13 4,258.93 4,471.88 4,695.50 48.2871 50.7016 53.2366 55.8985 58.6937 HVAC Technician N C 14 1609 6,435.24 6,756.99 7,094.84 7,449.56 7,822.06 2,970.11 3,118.61 3,274.54 3,438.26 3,610.18 37.1264 38.9826 40.9317 42.9783 45.1272 Information Technology Project Manager E C 14 1603 9,808.31 10,298.73 10,813.70 11,354.37 11,922.11 4,526.91 4,753.26 4,990.94 5,240.48 5,502.51 56.5864 59.4158 62.3868 65.5060 68.7814 Information Technology Technician I N C 14 1440 5,450.49 5,722.99 6,009.10 6,309.57 6,625.02 2,515.61 2,641.38 2,773.43 2,912.11 3,057.70 31.4451 33.0172 34.6679 36.4014 38.2213 Information Technology Technician II N C 14 1441 5,932.77 6,229.38 6,540.84 6,867.88 7,211.30 2,738.20 2,875.10 3,018.85 3,169.79 3,328.29 34.2275 35.9387 37.7356 39.6224 41.6036 Irrigation Systems Technician N C 14 1471 5,601.94 5,882.11 6,176.19 6,485.01 6,809.27 2,585.51 2,714.82 2,850.55 2,993.08 3,142.74 32.3189 33.9353 35.6319 37.4135 39.2842 Lead Equipment Technician N C 14 1472 7,206.64 7,567.00 7,945.34 8,342.62 8,759.75 3,326.14 3,492.46 3,667.08 3,850.44 4,042.96 41.5767 43.6557 45.8385 48.1305 50.5370 Librarian I E C 14 1474 5,969.64 6,268.12 6,581.58 6,910.65 7,256.21 2,755.22 2,892.98 3,037.65 3,189.53 3,349.02 34.4403 36.1622 37.9706 39.8691 41.8627 Librarian II E C 14 1473 6,563.05 6,891.17 7,235.74 7,597.59 7,977.41 3,029.10 3,180.54 3,339.57 3,506.58 3,681.88 37.8637 39.7568 41.7446 43.8322 46.0235 Library Assistant I N C 14 1476 4,474.21 4,697.88 4,932.76 5,179.42 5,438.38 2,065.02 2,168.25 2,276.66 2,390.50 2,510.02 25.8127 27.1031 28.4583 29.8812 31.3752 Library Assistant II N C 14 1477 4,656.34 4,889.11 5,133.55 5,390.23 5,659.75 2,149.08 2,256.51 2,369.33 2,487.80 2,612.19 26.8635 28.2064 29.6166 31.0975 32.6524 Library Systems Technician I N C 14 1479 5,450.49 5,722.99 6,009.10 6,309.57 6,625.02 2,515.61 2,641.38 2,773.43 2,912.11 3,057.70 31.4451 33.0172 34.6679 36.4014 38.2213 Library Systems Technician II N C 14 1481 5,932.77 6,229.38 6,540.84 6,867.88 7,211.30 2,738.20 2,875.10 3,018.85 3,169.79 3,328.29 34.2275 35.9387 37.7356 39.6224 41.6036 Library Technician N C 14 1480 4,968.21 5,216.66 5,477.49 5,751.31 6,038.87 2,293.02 2,407.69 2,528.07 2,654.45 2,787.17 28.6627 30.0961 31.6009 33.1806 34.8396 Library Technician Trainee N U 14 1610 4,471.37 4,694.99 4,929.75 5,176.17 5,435.00 2,063.71 2,166.92 2,275.27 2,389.00 2,508.46 25.7964 27.0865 28.4409 29.8625 31.3557 Library Technician - Unclassified N U 14 1594 4,968.21 5,216.66 5,477.49 5,751.31 6,038.87 2,293.02 2,407.69 2,528.07 2,654.45 2,787.17 28.6627 30.0961 31.6009 33.1806 34.8396 Mail Services Specialist N C 14 1482 3,806.03 3,996.24 4,196.18 4,405.96 4,626.22 1,756.63 1,844.42 1,936.70 2,033.52 2,135.18 21.9579 23.0553 24.2088 25.4190 26.6898 Maintenance Coordinator N C 14 1483 5,844.61 6,136.87 6,443.71 6,765.85 7,104.15 2,697.51 2,832.40 2,974.02 3,122.70 3,278.84 33.7189 35.4050 37.1752 39.0338 40.9855 Maintenance Crew Leader N C 14 1484 5,844.84 6,137.11 6,443.97 6,766.13 7,104.46 2,697.62 2,832.51 2,974.14 3,122.83 3,278.98 33.7202 35.4064 37.1767 39.0354 40.9873 Maintenance Worker I N C 14 1485 4,205.28 4,415.54 4,636.28 4,868.13 5,111.54 1,940.90 2,037.94 2,139.82 2,246.83 2,359.17 24.2612 25.4742 26.7477 28.0854 29.4896 Maintenance Worker II N C 14 1486 4,957.66 5,205.50 5,465.81 5,739.11 6,026.00 2,288.15 2,402.54 2,522.68 2,648.82 2,781.23 28.6019 30.0318 31.5335 33.1102 34.7654 Marketing Coordinator N C 14 1487 7,351.87 7,719.44 8,105.46 8,510.71 8,936.24 3,393.17 3,562.82 3,740.98 3,928.02 4,124.42 42.4146 44.5353 46.7623 49.1003 51.5553 Neighborhood & Outreach Services Coordinator I N C 14 1488 5,992.22 6,291.87 6,606.43 6,936.74 7,283.60 2,765.64 2,903.94 3,049.12 3,201.57 3,361.66 34.5705 36.2992 38.1140 40.0196 42.0208 Neighborhood & Outreach Services Coordinator II N C 14 1489 6,522.45 6,848.57 7,190.95 7,550.53 7,928.07 3,010.36 3,160.88 3,318.90 3,484.86 3,659.11 37.6295 39.5110 41.4863 43.5608 45.7389 Network Administrator E C 14 1490 9,614.56 10,095.35 10,600.09 11,130.04 11,686.57 4,437.49 4,659.39 4,892.35 5,136.94 5,393.80 55.4686 58.2424 61.1544 64.2118 67.4225 Network Analyst E C 14 1442 8,105.80 8,511.06 8,936.68 9,383.51 9,852.66 3,741.14 3,928.18 4,124.62 4,330.85 4,547.38 46.7642 49.1023 51.5577 54.1356 56.8422 Office Specialist I N C 14 1491 3,902.12 4,097.21 4,302.09 4,517.18 4,743.03 1,800.98 1,891.02 1,985.58 2,084.85 2,189.09 22.5122 23.6377 24.8198 26.0606 27.3636 Office Specialist II N C 14 1492 4,290.04 4,504.52 4,729.70 4,966.22 5,214.50 1,980.02 2,079.01 2,182.94 2,292.10 2,406.69 24.7502 25.9876 27.2868 28.6512 30.0836 Outreach Coordinator E C 14 1493 6,821.92 7,163.02 7,521.19 7,897.20 8,292.09 3,148.58 3,306.01 3,471.32 3,644.86 3,827.12 39.3573 41.3251 43.3915 45.5608 47.8390 Outreach Coordinator - Unclassified E U 14 1604 6,821.92 7,163.02 7,521.19 7,897.20 8,292.09 3,148.58 3,306.01 3,471.32 3,644.86 3,827.12 39.3573 41.3251 43.3915 45.5608 47.8390 Painter N C 14 1495 5,863.30 6,156.52 6,464.34 6,787.52 7,126.90 2,706.14 2,841.47 2,983.54 3,132.70 3,289.34 33.8267 35.5184 37.2943 39.1588 41.1167 Park Project Technician N C 14 1498 5,932.77 6,229.38 6,540.84 6,867.88 7,211.30 2,738.20 2,875.10 3,018.85 3,169.79 3,328.29 34.2275 35.9387 37.7356 39.6224 41.6036 Parking Coordinator N C 14 1496 6,267.34 6,580.69 6,909.72 7,255.21 7,617.94 2,892.62 3,037.24 3,189.10 3,348.56 3,515.97 36.1577 37.9655 39.8638 41.8570 43.9496 Parking Maintenance Coordinator N C 14 1592 6,052.24 6,354.90 6,672.66 7,006.26 7,356.59 2,793.34 2,933.03 3,079.69 3,233.66 3,395.35 34.9168 36.6629 38.4961 40.4208 42.4419 Parking Resources Specialist N C 14 1497 6,924.75 7,270.99 7,634.53 8,016.28 8,417.07 3,196.04 3,355.84 3,523.63 3,699.82 3,884.80 39.9505 41.9480 44.0454 46.2478 48.5600 Plan Check Engineer E C 14 1424 8,810.17 9,250.67 9,713.19 10,198.85 10,708.82 4,066.23 4,269.54 4,483.01 4,707.16 4,942.53 50.8279 53.3693 56.0376 58.8395 61.7816 HR\PSCR Page 3 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Planning Technician I N C 14 1499 5,992.22 6,291.87 6,606.43 6,936.74 7,283.60 2,765.64 2,903.94 3,049.12 3,201.57 3,361.66 34.5705 36.2992 38.1140 40.0196 42.0208 Planning Technician II N C 14 1500 6,490.01 6,814.49 7,155.20 7,513.00 7,888.62 2,995.39 3,145.15 3,302.40 3,467.54 3,640.90 37.4424 39.3144 41.2800 43.3443 45.5113 Plans Examiner E C 14 1501 8,423.46 8,844.64 9,286.88 9,751.17 10,238.78 3,887.75 4,082.14 4,286.25 4,500.54 4,725.59 48.5969 51.0268 53.5781 56.2568 59.0699 Plumber N C 14 1502 6,214.39 6,525.09 6,851.39 7,193.98 7,553.67 2,868.18 3,011.58 3,162.18 3,320.30 3,486.31 35.8523 37.6448 39.5273 41.5037 43.5789 Pool Technician N C 14 1503 5,289.77 5,554.23 5,831.97 6,123.56 6,429.67 2,441.43 2,563.49 2,691.68 2,826.26 2,967.54 30.5179 32.0436 33.6460 35.3282 37.0942 Program Analyst E U 14 1600 9,528.61 10,005.08 10,505.30 11,030.57 11,582.11 4,397.82 4,617.73 4,848.60 5,091.03 5,345.59 54.9728 57.7216 60.6075 63.6379 66.8199 Project Engineer I E C 14 1505 8,578.12 9,007.03 9,457.37 9,930.27 10,426.80 3,959.13 4,157.09 4,364.94 4,583.20 4,812.37 49.4891 51.9636 54.5618 57.2900 60.1546 Project Engineer II E C 14 1506 9,430.76 9,902.30 10,397.42 10,917.27 11,463.16 4,352.66 4,570.29 4,798.81 5,038.74 5,290.69 54.4082 57.1286 59.9851 62.9843 66.1336 Project Planner E C 14 1507 8,369.77 8,788.28 9,227.68 9,689.07 10,173.58 3,862.97 4,056.13 4,258.93 4,471.88 4,695.50 48.2871 50.7016 53.2366 55.8985 58.6937 Project Planner Unclassified E U 14 1605 8,369.77 8,788.28 9,227.68 9,689.07 10,173.58 3,862.97 4,056.13 4,258.93 4,471.88 4,695.50 48.2871 50.7016 53.2366 55.8985 58.6937 Property Management Specialist N C 14 1508 6,720.59 7,056.62 7,409.48 7,779.94 8,168.90 3,101.81 3,256.90 3,419.76 3,590.74 3,770.26 38.7726 40.7112 42.7470 44.8842 47.1282 Public Works Inspector I N C 14 1509 6,345.78 6,663.06 6,996.19 7,345.98 7,713.36 2,928.82 3,075.26 3,229.01 3,390.45 3,560.01 36.6102 38.4407 40.3626 42.3806 44.5001 Public Works Inspector II N C 14 1510 7,188.50 7,547.93 7,925.28 8,321.56 8,737.63 3,317.77 3,483.66 3,657.82 3,840.72 4,032.75 41.4721 43.5457 45.7228 48.0090 50.4094 Public Works Operations Assistant N C 14 1571 4,908.45 5,153.87 5,411.55 5,682.13 5,966.24 2,265.44 2,378.71 2,497.64 2,622.52 2,753.65 28.3180 29.7339 31.2205 32.7815 34.4206 Real Property Agent N C 14 1511 7,766.48 8,154.81 8,562.54 8,990.67 9,440.21 3,584.53 3,763.76 3,951.94 4,149.54 4,357.02 44.8066 47.0470 49.3993 51.8692 54.4627 Records Technician N C 14 1512 4,957.66 5,205.50 5,465.81 5,739.11 6,026.00 2,288.15 2,402.54 2,522.68 2,648.82 2,781.23 28.6019 30.0318 31.5335 33.1102 34.7654 Recreation Coordinator N C 14 1515 5,854.62 6,147.31 6,454.72 6,777.44 7,116.29 2,702.13 2,837.22 2,979.10 3,128.05 3,284.44 33.7766 35.4652 37.2388 39.1006 41.0555 Recreation Program Leader N C 14 1517 4,142.78 4,349.93 4,567.46 4,795.83 5,035.62 1,912.05 2,007.66 2,108.06 2,213.46 2,324.13 23.9006 25.0958 26.3508 27.6682 29.0516 Recreation Specialist N C 14 1516 4,843.78 5,085.97 5,340.27 5,607.29 5,887.64 2,235.59 2,347.37 2,464.74 2,587.98 2,717.37 27.9449 29.3421 30.8093 32.3498 33.9671 Recycling Educator N C 14 1518 5,932.77 6,229.38 6,540.84 6,867.88 7,211.30 2,738.20 2,875.10 3,018.85 3,169.79 3,328.29 34.2275 35.9387 37.7356 39.6224 41.6036 Rental Housing Mediation Specialist N C 14 1519 6,425.60 6,746.87 7,084.20 7,438.43 7,810.34 2,965.66 3,113.94 3,269.63 3,433.12 3,604.77 37.0707 38.9242 40.8704 42.9140 45.0596 Senior Accountant E C 14 1520 7,922.92 8,319.09 8,735.09 9,171.85 9,630.42 3,656.73 3,839.58 4,031.58 4,233.16 4,444.81 45.7091 47.9948 50.3947 52.9145 55.5601 Senior Airport Maintenance Worker N C 14 1521 5,477.72 5,751.59 6,039.15 6,341.14 6,658.19 2,528.18 2,654.58 2,787.30 2,926.68 3,073.01 31.6022 33.1823 34.8413 36.5835 38.4126 Senior Airport Security Aide N C 14 1587 4,186.59 4,395.99 4,615.74 4,846.55 5,088.87 1,932.27 2,028.92 2,130.34 2,236.87 2,348.71 24.1534 25.3615 26.6293 27.9609 29.3589 Senior Building Inspector N C 14 1523 8,049.80 8,452.21 8,874.80 9,318.60 9,784.52 3,715.29 3,901.02 4,096.06 4,300.89 4,515.93 46.4411 48.7627 51.2007 53.7611 56.4491 Senior Building Inspector Specialty N C 14 1574 8,461.35 8,884.46 9,328.65 9,795.11 10,284.84 3,905.24 4,100.52 4,305.53 4,520.82 4,746.85 48.8155 51.2565 53.8191 56.5103 59.3356 Senior Buyer N C 14 1522 7,240.70 7,602.81 7,982.93 8,382.10 8,801.20 3,341.86 3,508.99 3,684.43 3,868.66 4,062.09 41.7733 43.8624 46.0554 48.3582 50.7761 Senior Commission Secretary N C 14 1513 5,771.96 6,060.54 6,363.57 6,681.72 7,015.84 2,663.98 2,797.17 2,937.03 3,083.87 3,238.08 33.2998 34.9646 36.7129 38.5484 40.4760 Senior Community Development Programs Specialist N C 14 1588 7,770.77 8,159.28 8,567.26 8,995.61 9,445.39 3,586.51 3,765.82 3,954.12 4,151.82 4,359.41 44.8314 47.0728 49.4265 51.8978 54.4926 Senior Custodian N C 14 1524 4,442.40 4,664.53 4,898.01 5,142.67 5,399.81 2,050.34 2,152.86 2,260.62 2,373.54 2,492.22 25.6293 26.9107 28.2578 29.6692 31.1528 Senior Electronics/Communications Technician N C 14 1525 7,245.12 7,607.38 7,987.76 8,387.19 8,806.55 3,343.90 3,511.10 3,686.66 3,871.01 4,064.56 41.7988 43.8888 46.0832 48.3876 50.8070 Senior Engineering Technician N C 14 1526 6,911.02 7,256.49 7,619.34 8,000.33 8,400.36 3,189.70 3,349.15 3,516.62 3,692.46 3,877.09 39.8712 41.8644 43.9578 46.1557 48.4636 Senior Grounds Maintenance Worker N C 14 1527 5,146.57 5,403.91 5,674.11 5,957.77 6,255.69 2,375.34 2,494.11 2,618.82 2,749.74 2,887.24 29.6917 31.1764 32.7353 34.3718 36.0905 Senior Library Technician E C 14 1528 5,434.89 5,706.59 5,992.00 6,291.55 6,606.17 2,508.41 2,633.81 2,765.54 2,903.79 3,049.00 31.3551 32.9226 34.5692 36.2974 38.1125 Senior Maintenance Worker N C 14 1529 5,560.49 5,838.50 6,130.43 6,436.95 6,758.74 2,566.38 2,694.69 2,829.43 2,970.90 3,119.42 32.0798 33.6836 35.3679 37.1362 38.9927 Senior Network/Applications Analyst E C 14 1504 8,749.33 9,186.82 9,646.11 10,128.45 10,634.85 4,038.15 4,240.07 4,452.05 4,674.67 4,908.39 50.4769 53.0009 55.6506 58.4334 61.3549 Senior Plan Check Engineer E C 14 1425 9,734.27 10,220.99 10,732.04 11,268.68 11,832.08 4,492.74 4,717.38 4,953.25 5,200.93 5,460.96 56.1593 58.9673 61.9156 65.0116 68.2620 Senior Plans Examiner E C 14 1530 8,810.17 9,250.67 9,713.19 10,198.85 10,708.82 4,066.23 4,269.54 4,483.01 4,707.16 4,942.53 50.8279 53.3693 56.0376 58.8395 61.7816 Senior Project Engineer N C 14 1602 10,217.70 10,728.58 11,264.98 11,828.22 12,419.64 4,715.86 4,951.65 5,199.22 5,459.18 5,732.14 58.9482 61.8956 64.9903 68.2397 71.6517 Senior Project Engineer Unclassified N U 14 1608 10,217.70 10,728.58 11,264.98 11,828.22 12,419.64 4,715.86 4,951.65 5,199.22 5,459.18 5,732.14 58.9482 61.8956 64.9903 68.2397 71.6517 Senior Property Management Specialist N C 14 1534 7,805.31 8,195.59 8,605.37 9,035.65 9,487.40 3,602.45 3,782.58 3,971.71 4,170.30 4,378.80 45.0306 47.2823 49.6464 52.1287 54.7350 Senior Public Works Inspector N C 14 1533 7,942.52 8,339.63 8,756.58 9,194.49 9,654.17 3,665.78 3,849.06 4,041.50 4,243.61 4,455.77 45.8223 48.1132 50.5188 53.0451 55.6971 Senior Real Property Agent E C 14 1535 8,930.42 9,376.94 9,845.81 10,338.08 10,855.02 4,121.73 4,327.82 4,544.22 4,771.42 5,010.01 51.5216 54.0977 56.8027 59.6427 62.6251 Senior Rental Housing Mediation Specialist N C 14 1536 7,770.77 8,159.28 8,567.26 8,995.61 9,445.39 3,586.51 3,765.82 3,954.12 4,151.82 4,359.41 44.8314 47.0728 49.4265 51.8978 54.4926 Senior Streets Maintenance Worker N C 14 1537 5,653.01 5,935.65 6,232.42 6,544.05 6,871.24 2,609.08 2,739.53 2,876.50 3,020.33 3,171.34 32.6135 34.2441 35.9562 37.7541 39.6417 Senior Traffic Signal Technician N C 14 1583 6,900.66 7,245.70 7,607.95 7,988.39 8,387.82 3,184.92 3,344.17 3,511.36 3,686.95 3,871.30 39.8115 41.8021 43.8920 46.0869 48.3912 Senior Traffic Technician N C 14 1538 6,754.19 7,091.89 7,446.49 7,818.83 8,209.78 3,117.32 3,273.18 3,436.84 3,608.69 3,789.13 38.9665 40.9148 42.9605 45.1086 47.3641 Senior Tree Trimmer N C 14 1539 5,672.29 5,955.89 6,253.72 6,566.34 6,894.72 2,617.98 2,748.87 2,886.33 3,030.62 3,182.18 32.7247 34.3609 36.0791 37.8828 39.7772 Senior Waterfront Maintenance Worker N C 14 1540 5,477.72 5,751.59 6,039.15 6,341.14 6,658.19 2,528.18 2,654.58 2,787.30 2,926.68 3,073.01 31.6022 33.1823 34.8413 36.5835 38.4126 Stock Clerk N C 14 1543 4,376.45 4,595.26 4,824.99 5,066.25 5,319.60 2,019.90 2,120.89 2,226.92 2,338.27 2,455.20 25.2488 26.5111 27.8365 29.2284 30.6900 Streets Maintenance Coordinator N C 14 1544 6,245.94 6,558.28 6,886.19 7,230.47 7,592.00 2,882.74 3,026.90 3,178.24 3,337.14 3,504.00 36.0342 37.8362 39.7280 41.7143 43.8000 Streets Maintenance Crew Leader N C 14 1545 5,942.04 6,239.13 6,551.07 6,878.69 7,222.65 2,742.48 2,879.60 3,023.57 3,174.78 3,333.53 34.2810 35.9950 37.7946 39.6848 41.6691 Streets Maintenance Worker I N C 14 1546 4,420.30 4,641.37 4,873.42 5,117.13 5,372.94 2,040.14 2,142.17 2,249.27 2,361.75 2,479.82 25.5018 26.7771 28.1159 29.5219 30.9977 Streets Maintenance Worker II N C 14 1547 5,116.30 5,372.08 5,640.72 5,922.76 6,218.83 2,361.37 2,479.42 2,603.41 2,733.58 2,870.23 29.5171 30.9928 32.5426 34.1698 35.8779 System Administrator E C 14 1577 9,614.65 10,095.39 10,600.09 11,130.17 11,686.63 4,437.53 4,659.41 4,892.35 5,137.00 5,393.83 55.4691 58.2426 61.1544 64.2125 67.4229 Traffic Signal Technician I E C 14 1581 5,853.36 6,146.08 6,453.40 6,776.03 7,114.79 2,701.55 2,836.65 2,978.49 3,127.40 3,283.75 33.7694 35.4581 37.2311 39.0925 41.0469 HR\PSCR Page 4 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Traffic Signal Technician II E C 14 1582 6,435.24 6,756.99 7,094.84 7,449.56 7,822.06 2,970.11 3,118.61 3,274.54 3,438.26 3,610.18 37.1264 38.9826 40.9317 42.9783 45.1272 Traffic Technician I N C 14 1552 5,450.49 5,722.99 6,009.10 6,309.57 6,625.02 2,515.61 2,641.38 2,773.43 2,912.11 3,057.70 31.4451 33.0172 34.6679 36.4014 38.2213 Traffic Technician II N C 14 1553 5,992.22 6,291.87 6,606.43 6,936.74 7,283.60 2,765.64 2,903.94 3,049.12 3,201.57 3,361.66 34.5705 36.2992 38.1140 40.0196 42.0208 Tree Care Specialist N C 14 1555 5,108.24 5,363.67 5,631.86 5,913.42 6,209.10 2,357.65 2,475.54 2,599.32 2,729.27 2,865.74 29.4706 30.9443 32.4915 34.1159 35.8218 Tree Trimmer I N C 14 1557 4,509.42 4,734.88 4,971.63 5,220.15 5,481.15 2,081.27 2,185.33 2,294.60 2,409.30 2,529.76 26.0159 27.3166 28.6825 30.1163 31.6220 Tree Trimmer II N C 14 1556 5,057.52 5,310.44 5,575.98 5,854.75 6,147.51 2,334.24 2,450.97 2,573.53 2,702.19 2,837.31 29.1780 30.6371 32.1691 33.7774 35.4664 Vehicle Services Assistant N C 14 1558 4,464.66 4,687.89 4,922.23 5,168.41 5,426.76 2,060.61 2,163.64 2,271.80 2,385.42 2,504.66 25.7576 27.0455 28.3975 29.8177 31.3083 Warehouse Specialist N C 14 1559 4,835.52 5,077.35 5,331.17 5,597.71 5,877.63 2,231.78 2,343.39 2,460.54 2,583.56 2,712.75 27.8972 29.2924 30.7568 32.2945 33.9094 Water Conservation Coordinator E U 14 1599 8,582.75 9,021.96 9,461.12 9,946.76 10,432.39 3,961.27 4,163.98 4,366.67 4,590.81 4,814.95 49.5159 52.0497 54.5834 57.3851 60.1869 Water Quality Research Analyst E C 14 1589 8,797.79 9,237.67 9,699.54 10,184.53 10,693.80 4,060.52 4,263.54 4,476.71 4,700.55 4,935.60 50.7565 53.2942 55.9589 58.7569 61.6950 Water Resources Specialist E C 14 1560 7,575.23 7,953.96 8,351.61 8,769.26 9,207.73 3,496.26 3,671.06 3,854.59 4,047.35 4,249.72 43.7033 45.8883 48.1824 50.5919 53.1215 Water Resources Technician N C 14 1562 5,932.77 6,229.38 6,540.84 6,867.88 7,211.30 2,738.20 2,875.10 3,018.85 3,169.79 3,328.29 34.2275 35.9387 37.7356 39.6224 41.6036 Waterfront Maintenance Coordinator N C 14 1598 6,052.24 6,354.90 6,672.66 7,006.26 7,356.59 2,793.34 2,933.03 3,079.69 3,233.66 3,395.35 34.9168 36.6629 38.4961 40.4208 42.4419 Waterfront Maintenance Crew Leader N C 14 1564 5,757.77 6,045.67 6,347.94 6,665.40 6,998.70 2,657.43 2,790.31 2,929.82 3,076.34 3,230.17 33.2179 34.8789 36.6227 38.4542 40.3771 Waterfront Maintenance Worker I N C 14 1565 4,509.42 4,734.88 4,971.63 5,220.15 5,481.15 2,081.27 2,185.33 2,294.60 2,409.30 2,529.76 26.0159 27.3166 28.6825 30.1163 31.6220 Waterfront Maintenance Worker II N C 14 1566 4,957.66 5,205.50 5,465.81 5,739.11 6,026.00 2,288.15 2,402.54 2,522.68 2,648.82 2,781.23 28.6019 30.0318 31.5335 33.1102 34.7654 Waterfront Vessel Technician N C 14 1567 4,957.66 5,205.50 5,465.81 5,739.11 6,026.00 2,288.15 2,402.54 2,522.68 2,648.82 2,781.23 28.6019 30.0318 31.5335 33.1102 34.7654 Web Services Technician E C 14 1586 6,890.30 7,234.83 7,596.55 7,976.41 8,375.23 3,180.14 3,339.15 3,506.10 3,681.42 3,865.49 39.7518 41.7394 43.8262 46.0177 48.3186 Webmaster E C 14 1550 9,614.56 10,095.35 10,600.09 11,130.04 11,686.57 4,437.49 4,659.39 4,892.35 5,136.94 5,393.80 55.4686 58.2424 61.1544 64.2118 67.4225 Welder/Fabricator N C 14 1568 5,971.33 6,269.90 6,583.40 6,912.58 7,258.20 2,756.00 2,893.80 3,038.49 3,190.42 3,349.94 34.4500 36.1725 37.9811 39.8802 41.8742 Fire Captain (56 Hour) 7 C 34 3400 9,286.57 9,750.91 10,238.50 10,750.39 11,287.92 4,286.11 4,500.42 4,725.46 4,961.72 5,209.81 38.2688 40.1823 42.1916 44.3011 46.5161 Fire Captain (40 Hour) 7 C 34 3405 9,286.57 9,750.91 10,238.45 10,750.39 11,287.92 4,286.11 4,500.42 4,725.44 4,961.72 5,209.81 53.5764 56.2553 59.0680 62.0215 65.1226 Fire Engineer (56 Hour) 7 C 34 3401 8,036.04 8,437.85 8,859.76 9,302.74 9,767.88 3,708.94 3,894.39 4,089.12 4,293.57 4,508.25 33.1155 34.7713 36.5100 38.3355 40.2522 Fire Engineer (40 Hour) 7 C 34 3402 8,036.04 8,437.87 8,859.78 9,302.76 9,767.90 3,708.94 3,894.40 4,089.13 4,293.58 4,508.26 46.3617 48.6800 51.1141 53.6697 56.3532 Fire Inspector I (40 Hour) 7 C 39 3901 7,093.97 7,448.74 7,821.17 8,212.21 8,622.79 3,274.14 3,437.88 3,609.77 3,790.25 3,979.75 40.9268 42.9735 45.1221 47.3781 49.7469 Fire Inspector II (40 Hour) 7 C 39 3902 8,036.04 8,437.87 8,859.78 9,302.76 9,767.90 3,708.94 3,894.40 4,089.13 4,293.58 4,508.26 46.3617 48.6800 51.1141 53.6697 56.3532 Fire Inspector III (40 Hour) 7 C 39 3903 9,286.57 9,750.91 10,238.45 10,750.39 11,287.92 4,286.11 4,500.42 4,725.44 4,961.72 5,209.81 53.5764 56.2553 59.0680 62.0215 65.1226 Firefighter (56 Hour) 7 C 34 3403 7,094.01 7,448.70 7,821.15 8,212.19 8,622.81 3,274.16 3,437.86 3,609.76 3,790.24 3,979.76 29.2336 30.6952 32.2300 33.8415 35.5336 Firefighter (40 Hour) 7 C 34 3404 7,093.97 7,448.74 7,821.17 8,212.21 8,622.81 3,274.14 3,437.88 3,609.77 3,790.25 3,979.76 40.9268 42.9735 45.1221 47.3781 49.7470 Firefighter - Entry 7 C 39 3904 6,384.60 6,703.84 7,039.02 7,390.98 7,760.52 2,946.74 3,094.08 3,248.78 3,411.22 3,581.78 36.8342 38.6760 40.6097 42.6402 44.7723 Assistant City Attorney I E U 01 0103 11,137.92 13,538.31 5,140.58 6,248.45 64.2573 78.1056 Assistant City Attorney II E U 01 0104 12,367.79 15,033.14 5,708.21 6,938.37 71.3526 86.7296 Assistant City Attorney III E U 01 0105 14,363.94 17,459.48 6,629.51 8,058.22 82.8689 100.7278 Assistant City Attorney IV E U 01 0106 15,800.33 19,205.44 7,292.46 8,864.05 91.1558 110.8006 Assistant City Attorney V E U 01 0121 17,672.63 21,481.29 8,156.60 9,914.44 101.9575 123.9305 Deputy City Attorney E U 01 0110 9,261.07 11,256.87 4,274.34 5,195.48 53.4292 64.9435 Airport Business Manager E U 02 0259 9,935.88 12,077.15 4,585.79 5,574.07 57.3224 69.6759 Airport Facilities Manager E U 02 0246 10,536.76 12,807.49 4,863.12 5,911.15 60.7890 73.8894 Airport Operations Manager E U 02 0202 10,869.17 13,211.55 5,016.54 6,097.64 62.7068 76.2205 Airport Properties Manager E U 02 0269 10,869.17 13,211.55 5,016.54 6,097.64 62.7068 76.2205 Assistant Finance Director E U 02 0204 13,430.52 16,318.10 6,198.70 7,531.43 77.4837 94.1429 Assistant Library Director E U 02 0253 13,056.64 15,870.47 6,026.14 7,324.83 75.3268 91.5604 Assistant Parks & Recreation Director E U 02 0205 12,564.18 15,271.84 5,798.85 7,048.54 72.4856 88.1068 Assistant to the City Administrator E U 02 0225 10,035.52 12,198.25 4,631.78 5,629.96 57.8972 70.3745 Budget Manager E U 02 0207 10,596.06 12,879.58 4,890.49 5,944.42 61.1311 74.3052 Chief Building Official E U 02 0208 12,508.49 15,204.24 5,773.15 7,017.34 72.1644 87.7168 City Clerk Services Manager E U 02 0209 11,032.99 13,410.74 5,092.15 6,189.57 63.6519 77.3696 City Engineer E U 02 0206 15,521.39 18,866.36 7,163.72 8,707.55 89.5465 108.8444 City Planner E U 02 0210 13,503.25 16,188.03 6,232.27 7,471.40 77.9034 93.3925

LEGAL/PROFESSIONAL ATTORNEY
FIRE

MANAGEMENT
HR\PSCR Page 5 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Community Development Business Manager E U 02 0211 9,935.88 12,077.15 4,585.79 5,574.07 57.3224 69.6759 Community Engagement Officer/PIO E U 02 0264 9,935.88 12,077.15 4,585.79 5,574.07 57.3224 69.6759 Controller E U 02 0272 11,425.74 13,888.12 5,273.42 6,409.90 65.9178 80.1237 Creeks Restoration/Clean Water Manager E U 02 0212 10,745.95 13,061.75 4,959.67 6,028.50 61.9959 75.3563 Cross Functional Team Manager E U 02 0266 12,228.49 14,863.83 5,643.92 6,860.23 70.5490 85.7529 Downtown Plaza & Parking Manager E U 02 0258 10,745.17 13,060.88 4,959.31 6,028.10 61.9914 75.3512 Economic Development Manager E U 02 0260 14,017.34 17,038.17 6,469.54 7,863.77 80.8692 98.2971 Emergency Services Manager E U 02 0215 9,255.35 11,249.94 4,271.70 5,192.28 53.3963 64.9035 Energy and Climate Program Manager E U 02 0262 10,237.74 12,444.03 4,725.11 5,743.40 59.0639 71.7925 Environmental Services Manager E U 02 0217 10,237.74 12,444.03 4,725.11 5,743.40 59.0639 71.7925 Facilities Manager E U 02 0218 10,536.76 12,807.49 4,863.12 5,911.15 60.7890 73.8894 Fire Business Manager E U 02 0254 9,935.88 12,077.15 4,585.79 5,574.07 57.3224 69.6759 Fire Operations Division Chief E U 32 3200 15,713.49 19,099.82 7,252.38 8,815.30 90.6548 110.1913 Fleet Services Manager E U 02 0219 9,577.47 11,641.46 4,420.37 5,372.98 55.2546 67.1623 General Services Manager E U 02 0220 10,514.18 12,780.06 4,852.70 5,898.49 60.6587 73.7311 Harbor Operations Manager E U 02 0222 11,144.77 13,546.61 5,143.74 6,252.28 64.2968 78.1535 Housing & Human Services Manager E U 02 0257 10,657.51 12,954.24 4,918.85 5,978.88 61.4856 74.7360 Human Resources Manager E U 02 0223 12,279.22 14,925.52 5,667.33 6,888.70 70.8416 86.1087 Information Technology Manager E U 02 0214 12,119.06 14,730.82 5,593.41 6,798.84 69.9176 84.9855 Labor Relations Manager E U 02 0267 11,137.92 13,538.31 5,140.58 6,248.45 64.2573 78.1056 Library Services Manager E U 02 0224 9,642.99 11,721.13 4,450.61 5,409.75 55.6326 67.6219 Parks & Recreation Business Manager E U 02 0226 10,237.74 12,444.03 4,725.11 5,743.40 59.0639 71.7925 Parks Manager E U 02 0227 9,931.24 12,071.50 4,583.65 5,571.46 57.2956 69.6432 Police Administrative Manager E U 02 0270 12,103.02 14,711.36 5,586.01 6,789.86 69.8251 84.8732 Police Business Manager E U 02 0229 9,935.88 12,077.15 4,585.79 5,574.07 57.3224 69.6759 Police Information Technology Manager E U 02 0228 10,480.56 12,739.24 4,837.18 5,879.65 60.4648 73.4956 Police Records Manager E U 02 0230 9,577.47 11,641.46 4,420.37 5,372.98 55.2546 67.1623 Principal Architect E U 02 0271 13,496.47 16,405.09 6,229.14 7,571.58 77.8642 94.6447 Principal Engineer E U 02 0231 13,496.47 16,405.09 6,229.14 7,571.58 77.8642 94.6447 Principal Planner E U 02 0232 10,657.51 12,954.24 4,918.85 5,978.88 61.4856 74.7360 Principal Project Manager E U 02 0256 13,496.47 16,405.09 6,229.14 7,571.58 77.8642 94.6447 Principal Traffic Engineer E U 02 0252 13,496.47 16,405.09 6,229.14 7,571.58 77.8642 94.6447 Public Safety Communications Manager E U 02 0245 10,851.84 13,190.62 5,008.54 6,087.98 62.6068 76.0997 Public Works Business Manager E U 02 0234 10,869.17 13,211.55 5,016.54 6,097.64 62.7068 76.2205 Public Works Manager E U 02 0268 12,228.49 14,863.83 5,643.92 6,860.23 70.5490 85.7529 Public Works Operations Manager E U 02 0273 13,496.47 16,405.09 6,229.14 7,571.58 77.8642 94.6447 Recreation Programs Manager E U 02 0235 9,847.54 11,969.75 4,545.02 5,524.50 56.8127 69.0562 Risk Manager E U 02 0236 10,370.82 12,605.80 4,786.53 5,818.06 59.8316 72.7258 Senior Assistant to the City Administrator E U 02 0248 11,340.12 13,784.03 5,233.90 6,361.86 65.4237 79.5232 State Street Master Planner E U 02 0265 12,258.70 14,900.51 5,657.86 6,877.16 70.7232 85.9645 Transportation Planning & Parking Manager E U 02 0250 11,647.78 14,158.02 5,375.90 6,534.47 67.1987 81.6809 Wastewater System Manager E U 02 0240 13,300.60 16,166.97 6,138.74 7,461.68 76.7343 93.2710 Water Resources Manager E U 02 0242 15,521.52 18,866.62 7,163.78 8,707.67 89.5473 108.8459 Water Services Manager E U 02 0263 13,300.60 16,166.97 6,138.74 7,461.68 76.7343 93.2710 Water System Manager E U 02 0241 13,300.60 16,166.97 6,138.74 7,461.68 76.7343 93.2710 Waterfront Business Manager E U 02 0244 10,869.17 13,211.55 5,016.54 6,097.64 62.7068 76.2205 Waterfront Facilities Manager E U 02 0243 10,536.76 12,807.49 4,863.12 5,911.15 60.7890 73.8894 City Administrator/Clerk/Treasurer E U 01 0107 23,573.10 28,523.45 10,879.89 13,164.66 135.9986 164.5583 City Attorney E U 01 0108 23,477.98 28,408.36 10,835.99 13,111.56 135.4500 163.8945

MANAGEMENT/APPOINTED
HR\PSCR Page 6 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Administrative Services Director E U 01 0100 15,320.61 18,622.31 7,071.05 8,594.91 88.3881 107.4364 Airport Director E U 01 0102 17,130.69 20,822.53 7,906.47 9,610.40 98.8309 120.1300 Assistant City Administrator E U 01 0101 19,782.58 24,045.88 9,130.42 11,098.10 114.1302 138.7263 Community Development Director E U 01 0109 16,271.02 19,777.55 7,509.70 9,128.10 93.8712 114.1013 Finance Director E U 01 0111 16,109.90 19,581.73 7,435.34 9,037.72 92.9418 112.9715 Fire Chief E U 31 3100 18,229.42 22,158.02 8,413.58 10,226.78 105.1698 127.8347 Human Resources Director E U 01 0118 15,448.25 18,777.50 7,129.96 8,666.54 89.1245 108.3318 Information Technology Director E U 01 0119 15,605.05 18,968.04 7,202.33 8,754.48 90.0291 109.4310 Library Director E U 01 0112 15,571.51 18,927.33 7,186.85 8,735.69 89.8356 109.1961 Parks & Recreation Director E U 01 0113 15,605.05 18,968.04 7,202.33 8,754.48 90.0291 109.4310 Police Chief E U 21 2100 20,199.38 24,552.54 9,322.79 11,331.94 116.5349 141.6493 Public Works Director E U 01 0114 18,641.09 22,658.37 8,603.58 10,457.71 107.5447 130.7214 Sustainability & Resilience Director E U 01 0120 15,448.25 18,777.50 7,129.96 8,666.54 89.1245 108.3318 Waterfront Director/Harbormaster E U 01 0115 17,130.69 20,822.53 7,906.47 9,610.40 98.8309 120.1300 Fire Battalion Chief E C 33 3300 13,597.63 16,528.05 6,275.83 7,628.33 56.0342 68.1101 Fire Battalion Chief 40 HR E C 33 3301 13,597.63 16,528.07 6,275.83 7,628.34 78.4479 95.3542 Fire Battalion Chief / Fire Marshal E C 33 3303 13,597.63 16,528.07 6,275.83 7,628.34 78.4479 95.3542 Assistant Police Chief E C 23 2303 16,873.46 20,509.80 7,787.75 9,466.06 97.3469 118.3258 Police Commander E C 23 2302 14,224.43 17,289.78 6,565.12 7,979.90 82.0640 99.7487 Police Lieutenant E C 23 2301 13,541.49 16,459.78 6,249.92 7,596.82 78.1240 94.9602 City Councilmember E 0001 5,558.00 2,565.23
Mayor E 0002 6,947.50 3,206.54
Identification Technician N C 29 2901 7,186.10 7,545.42 7,922.68 8,318.83 8,734.74 3,316.66 3,482.50 3,656.62 3,839.46 4,031.42 41.4583 43.5312 45.7078 47.9932 50.3928 Parking Enforcement Officer N C 29 2902 5,012.58 5,263.22 5,526.34 5,802.72 6,092.84 2,313.50 2,429.18 2,550.62 2,678.18 2,812.08 28.9188 30.3647 31.8828 33.4773 35.1510 Police Officer Range A 7 C 24 2400 8,564.34 8,992.56 9,442.20 9,914.28 10,410.01 3,952.77 4,150.41 4,357.94 4,575.82 4,804.62 49.4096 51.8801 54.4743 57.1977 60.0577 Police Officer Range B 7 C 24 2400 8,735.61 9,172.41 9,631.05 10,112.56 10,618.21 4,031.82 4,233.42 4,445.10 4,667.34 4,900.71 50.3978 52.9177 55.5638 58.3417 61.2589 Police Officer Range C 7 C 24 2400 8,906.91 9,352.24 9,819.89 10,310.85 10,826.41 4,110.88 4,316.42 4,532.26 4,758.85 4,996.80 51.3860 53.9553 56.6533 59.4856 62.4600 Police Officer Range D 7 C 24 2400 9,078.20 9,532.11 10,008.74 10,509.14 11,034.61 4,189.94 4,399.43 4,619.42 4,850.37 5,092.90 52.3742 54.9929 57.7428 60.6296 63.6612 Police Officer - Entry 7 C 29 2903 8,107.10 8,512.49 8,938.09 9,385.03 9,854.24 3,741.74 3,928.84 4,125.27 4,331.55 4,548.11 46.7718 49.1105 51.5659 54.1444 56.8514 Police Property/Evidence Assistant N C 29 2905 5,068.31 5,321.75 5,587.90 5,867.25 6,160.57 2,339.22 2,456.19 2,579.03 2,707.96 2,843.34 29.2402 30.7024 32.2379 33.8495 35.5418 Police Property/Evidence Technician N C 29 2906 5,975.10 6,273.89 6,587.56 6,916.95 7,262.80 2,757.74 2,895.64 3,040.41 3,192.44 3,352.06 34.4718 36.1955 38.0051 39.9055 41.9007 Police Range/Equipment Technician N C 29 2917 6,683.08 7,017.23 7,368.10 7,736.50 8,123.31 3,084.50 3,238.72 3,400.66 3,570.69 3,749.22 38.5562 40.4840 42.5082 44.6336 46.8653 Police Records Specialist N C 29 2904 4,977.90 5,226.78 5,488.08 5,762.49 6,050.59 2,297.49 2,412.36 2,532.96 2,659.61 2,792.58 28.7186 30.1545 31.6620 33.2451 34.9073 Police Records Supervisor N C 29 2914 5,975.10 6,273.89 6,587.56 6,916.95 7,262.80 2,757.74 2,895.64 3,040.41 3,192.44 3,352.06 34.4718 36.1955 38.0051 39.9055 41.9007 Police Sergeant 7 C 24 2401 11,044.89 11,597.13 12,177.01 12,785.85 13,425.17 5,097.64 5,352.52 5,620.16 5,901.16 6,196.23 63.7205 66.9065 70.2520 73.7645 77.4529 Police Services Coordinator N C 29 2916 5,274.69 5,538.39 5,815.33 6,106.08 6,411.36 2,434.47 2,556.18 2,684.00 2,818.19 2,959.09 30.4309 31.9522 33.5500 35.2274 36.9886 Police Services Specialist N C 29 2915 4,519.04 4,744.96 4,982.23 5,231.31 5,492.89 2,085.71 2,189.98 2,299.49 2,414.45 2,535.18 26.0714 27.3747 28.7436 30.1806 31.6898 Police Technician N C 29 2909 4,773.90 5,012.58 5,263.20 5,526.41 5,802.70 2,203.34 2,313.50 2,429.17 2,550.65 2,678.17 27.5417 28.9188 30.3646 31.8831 33.4771 Public Safety Dispatcher I N U 29 2910 5,687.20 5,971.46 6,270.10 6,583.59 6,912.73 2,624.86 2,756.06 2,893.89 3,038.58 3,190.49 32.8107 34.4508 36.1736 37.9822 39.8811 Public Safety Dispatcher II N C 29 2911 5,977.44 6,276.25 6,590.09 6,919.64 7,265.64 2,758.82 2,896.73 3,041.58 3,193.68 3,353.37 34.4852 36.2091 38.0198 39.9210 41.9171 Public Safety Dispatcher III N C 29 2912 6,605.00 6,935.33 7,282.06 7,646.12 8,028.48 3,048.46 3,200.92 3,360.95 3,528.98 3,705.45 38.1058 40.0115 42.0119 44.1123 46.3181 Public Safety Dispatch Supervisor N C 29 2913 8,057.77 8,460.62 8,883.68 9,327.87 9,794.24 3,718.97 3,904.90 4,100.16 4,305.17 4,520.42 46.4871 48.8112 51.2520 53.8146 56.5052

MANAGEMENT/EXECUTIVE

MANAGEMENT/FIRE

MAYOR/CITY COUNCIL

MANAGEMENT/POLICE
POLICE
HR\PSCR Page 7 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Accounting Supervisor E U 04 4064 9,498.56 11,545.60 4,383.95 5,328.74 54.7994 66.6092 Administrative Supervisor E U 04 4001 7,460.66 9,068.41 3,443.38 4,185.42 43.0423 52.3178 Administrative/Clerical Supervisor E U 04 4000 6,362.16 7,733.22 2,936.38 3,569.18 36.7047 44.6147 Airport Business Development Supervisor E U 04 4067 8,292.05 10,079.05 3,827.10 4,651.87 47.8388 58.1484 Airport Maintenance Supervisor E U 04 4003 8,338.24 10,135.21 3,848.42 4,677.79 48.1053 58.4724 Airport Operations Supervisor E U 04 4004 7,925.91 9,634.02 3,658.11 4,446.47 45.7264 55.5809 Airport Patrol Supervisor E U 04 4005 11,129.60 13,528.08 5,136.74 6,243.73 64.2093 78.0466 Billing Supervisor E U 04 4008 7,389.01 8,981.35 3,410.31 4,145.24 42.6289 51.8155 Building and Safety Supervisor E U 04 4009 11,530.00 14,014.82 5,321.54 6,468.38 66.5193 80.8548 Capital Projects Supervisor E U 04 4073 10,160.41 12,350.04 4,689.42 5,700.02 58.6178 71.2503 City TV Production Supervisor E U 04 4022 8,670.52 10,539.08 4,001.78 4,864.19 50.0223 60.8024 Creeks Supervisor E U 04 4023 9,624.40 11,698.55 4,442.03 5,399.33 55.5254 67.4916 Custodial Supervisor E U 04 4014 5,994.17 7,285.98 2,766.54 3,362.76 34.5818 42.0345 Department Systems Supervisor E U 04 4077 10,854.00 13,193.07 5,009.54 6,089.11 62.6193 76.1139 Electronics/Communication Supervisor E U 04 4016 8,338.24 10,135.23 3,848.42 4,677.80 48.1052 58.4725 Environmental Services Supervisor E U 04 4017 9,777.78 11,884.95 4,512.82 5,485.36 56.4103 68.5670 Facilities Maintenance Superintendent E U 04 4018 10,016.44 12,175.04 4,622.97 5,619.25 57.7871 70.2406 Facilities Maintenance Supervisor E U 04 4019 7,844.81 9,535.46 3,620.68 4,400.98 45.2585 55.0122 Finance Supervisor E U 04 4020 9,498.56 11,545.60 4,383.95 5,328.74 54.7994 66.6092 Fleet Services Superintendent E U 04 4078 10,016.44 12,175.04 4,622.97 5,619.25 57.7871 70.2406 Fleet Services Supervisor E U 04 4007 8,293.98 10,081.37 3,827.99 4,652.94 47.8499 58.1617 Harbor Patrol Supervisor E U 04 4024 9,981.73 12,132.88 4,606.95 5,599.79 57.5869 69.9974 Information Technology Supervisor E U 04 4027 11,388.04 13,842.18 5,256.02 6,388.70 65.7002 79.8587 Laboratory Supervisor E U 04 4028 10,426.82 12,673.87 4,812.38 5,849.48 60.1548 73.1185 Library Circulation Supervisor E U 04 4029 6,014.34 7,310.44 2,775.85 3,374.05 34.6981 42.1756 Maintenance Supervisor I E U 04 4030 6,961.67 8,461.96 3,213.08 3,905.52 40.1635 48.8190 Maintenance Supervisor II E U 04 4031 7,653.64 9,303.04 3,532.45 4,293.71 44.1556 53.6714 Marketing Supervisor E U 04 4070 8,708.20 10,584.90 4,019.17 4,885.34 50.2396 61.0668 Neighborhood & Outreach Services Supervisor I E U 04 4032 7,217.75 8,773.25 3,331.27 4,049.19 41.6409 50.6149 Parking Supervisor E U 04 4034 8,202.16 9,969.83 3,785.61 4,601.46 47.3201 57.5182 Parking/TMP Superintendent E U 04 4035 9,919.78 12,057.57 4,578.36 5,565.03 57.2295 69.5629 Parks Superintendent E U 04 4068 8,078.70 9,819.68 3,728.63 4,532.16 46.6079 56.6520 Parks Supervisor E U 04 4033 6,994.56 8,501.91 3,228.26 3,923.96 40.3532 49.0495 Purchasing Supervisor E U 04 4036 8,576.49 10,424.81 3,958.38 4,811.45 49.4798 60.1431 Recreation Supervisor I E U 04 4037 7,725.68 9,390.62 3,565.70 4,334.13 44.5712 54.1766 Rental Housing Mediation Supervisor E U 04 4074 8,889.12 10,804.78 4,102.67 4,986.82 51.2834 62.3352 Senior Librarian E U 04 4038 7,774.26 9,449.64 3,588.12 4,361.37 44.8515 54.5171 Senior Planner I E U 04 4039 9,913.82 12,050.33 4,575.61 5,561.69 57.1951 69.5211 Senior Planner II E U 04 4040 10,125.16 12,307.21 4,673.15 5,680.25 58.4144 71.0031 Senior Recreation Supervisor E U 04 4041 8,315.56 10,107.63 3,837.95 4,665.06 47.9744 58.3132 Street Tree Supervisor E U 04 4042 6,994.56 8,501.91 3,228.26 3,923.96 40.3532 49.0495 Streets Maintenance Superintendent E U 04 4076 10,016.44 12,175.04 4,622.97 5,619.25 57.7871 70.2406 Supervising Engineer E U 04 4043 12,102.59 14,710.78 5,585.81 6,789.59 69.8226 84.8699 Supervising Librarian E U 04 4044 8,369.62 10,173.24 3,862.90 4,695.34 48.2862 58.6918 Supervising Park Ranger E U 04 4075 7,750.34 9,420.54 3,577.08 4,347.94 44.7135 54.3493 Supervising Transportation Engineer E U 04 4047 11,923.73 14,493.40 5,503.26 6,689.26 68.7907 83.6157 Supervising Transportation Planner E U 04 4046 9,914.10 12,050.68 4,575.74 5,561.85 57.1967 69.5231 Treatment Plant Technician Supervisor E U 04 4049 10,426.82 12,673.87 4,812.38 5,849.48 60.1548 73.1185 Urban Forest Superintendent E U 04 4050 8,895.40 10,812.38 4,105.57 4,990.33 51.3196 62.3791 Wastewater Collection System Superintendent E U 04 4053 11,990.53 14,574.63 5,534.09 6,726.75 69.1761 84.0844 Wastewater Collection System Supervisor E U 04 4052 9,384.14 11,406.53 4,331.14 5,264.55 54.1393 65.8069 Wastewater Treatment Superintendent E U 04 4054 11,990.53 14,574.63 5,534.09 6,726.75 69.1761 84.0844 Wastewater Treatment Supervisor E U 04 4055 10,426.24 12,673.20 4,812.11 5,849.17 60.1514 73.1146 Water Distribution Superintendent E U 04 4059 11,990.53 14,574.63 5,534.09 6,726.75 69.1761 84.0844 Water Distribution Supervisor E U 04 4060 10,426.82 12,673.87 4,812.38 5,849.48 60.1548 73.1185

SUPERVISOR
HR\PSCR Page 8 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Water Quality Superintendent E U 04 4069 11,990.53 14,574.63 5,534.09 6,726.75 69.1761 84.0844 Water Service Superintendent E U 04 4072 11,990.53 14,574.63 5,534.09 6,726.75 69.1761 84.0844 Water Services Supervisor E U 04 4071 9,993.30 12,146.94 4,612.29 5,606.28 57.6536 70.0785 Water Treatment Superintendent E U 04 4057 11,990.53 14,574.63 5,534.09 6,726.75 69.1761 84.0844 Water Treatment Supervisor E U 04 4058 10,426.82 12,673.87 4,812.38 5,849.48 60.1548 73.1185 Waterfront Maintenance Superintendent E U 04 4062 8,801.67 10,698.52 4,062.31 4,937.78 50.7789 61.7223 Waterfront Parking Supervisor E U 04 4061 8,036.34 9,768.22 3,709.08 4,508.41 46.3635 56.3551 Administrator's Office Supervisor* E U 05 5000 8,465.82 10,290.30 3,907.30 4,749.37 48.8412 59.3671 Information Technology Supervisor* E U 05 5001 11,388.04 13,842.18 5,256.02 6,388.70 65.7002 79.8587 Payroll and A/P Supervisor* E U 05 5005 9,498.56 11,545.60 4,383.95 5,328.74 54.7994 66.6092 Airport Operations Specialist N C 19 1900 6,003.27 6,303.46 6,618.58 6,949.52 7,297.03 2,770.74 2,909.29 3,054.73 3,207.47 3,367.86 34.6342 36.3661 38.1841 40.0934 42.0982 Airport Operations Specialist Trainee N U 19 1962 4,802.61 5,042.81 5,294.86 5,559.62 5,837.63 2,216.59 2,327.45 2,443.78 2,565.98 2,694.29 27.7074 29.0931 30.5473 32.0747 33.6786 Airport Police Officer N C 19 1964 8,583.68 9,012.79 9,463.50 9,936.64 10,433.43 3,961.70 4,159.75 4,367.77 4,586.14 4,815.43 49.5212 51.9969 54.5971 57.3267 60.1929 Airport Police Officer II N C 19 1965 9,396.44 9,866.26 10,359.57 10,877.49 11,421.41 4,336.82 4,553.66 4,781.34 5,020.38 5,271.42 54.2103 56.9208 59.7668 62.7547 65.8928 Airport Police Officer - Entry N C 19 1966 8,174.92 8,583.62 9,012.86 9,463.46 9,936.62 3,773.04 3,961.67 4,159.78 4,367.75 4,586.13 47.1630 49.5209 51.9972 54.5969 57.3266 Airport Police Officer - Trainee N U 19 1967 6,812.43 7,153.01 7,510.71 7,886.21 8,280.52 3,144.20 3,301.39 3,466.48 3,639.79 3,821.78 39.3025 41.2674 43.3310 45.4974 47.7722 Control Systems Operator Specialist I N C 19 1904 7,916.39 8,312.18 8,727.81 9,164.16 9,622.36 3,653.72 3,836.39 4,028.22 4,229.61 4,441.09 45.6715 47.9549 50.3527 52.8701 55.5136 Control Systems Operator Specialist II N C 19 1905 8,793.42 9,233.12 9,694.77 10,179.54 10,688.47 4,058.50 4,261.44 4,474.51 4,698.25 4,933.14 50.7313 53.2680 55.9314 58.7281 61.6642 Cross Connection Specialist N C 19 1939 7,095.18 7,449.91 7,822.40 8,213.55 8,624.22 3,274.70 3,438.42 3,610.34 3,790.87 3,980.41 40.9338 42.9802 45.1292 47.3859 49.7551 Harbor Patrol Officer N C 19 1906 8,137.00 8,543.86 8,971.06 9,419.61 9,890.62 3,755.54 3,943.32 4,140.49 4,347.51 4,564.90 46.9442 49.2915 51.7561 54.3439 57.0612 Harbor Patrol Officer - Entry N C 19 1907 7,303.57 7,668.74 8,052.14 8,454.75 8,877.44 3,370.88 3,539.42 3,716.37 3,902.19 4,097.28 42.1360 44.2428 46.4546 48.7774 51.2160 Laboratory Analyst Coordinator N C 19 1911 8,510.30 8,935.79 9,382.58 9,851.70 10,344.30 3,927.83 4,124.21 4,330.42 4,546.94 4,774.29 49.0979 51.5526 54.1303 56.8368 59.6786 Laboratory Analyst I N C 19 1909 7,006.50 7,356.92 7,724.77 8,110.98 8,516.52 3,233.77 3,395.50 3,565.28 3,743.53 3,930.70 40.4221 42.4437 44.5660 46.7941 49.1338 Laboratory Analyst II N C 19 1910 7,775.41 8,164.15 8,572.42 9,000.98 9,451.09 3,588.65 3,768.07 3,956.50 4,154.30 4,362.04 44.8581 47.1009 49.4562 51.9288 54.5255 Lead Park Ranger N C 19 1955 7,197.62 7,557.46 7,935.37 8,332.13 8,748.70 3,321.98 3,488.06 3,662.48 3,845.60 4,037.86 41.5248 43.6007 45.7810 48.0700 50.4733 Lead Water Meter Technician N C 19 1963 6,901.07 7,246.16 7,608.49 7,988.89 8,388.36 3,185.11 3,344.38 3,511.61 3,687.18 3,871.55 39.8139 41.8048 43.8951 46.0897 48.3944 Meter Reader/Water Distribution OIT N C 19 1913 4,643.82 4,876.00 5,119.83 5,375.80 5,644.58 2,143.30 2,250.46 2,363.00 2,481.14 2,605.19 26.7912 28.1307 29.5375 31.0142 32.5649 Park Ranger N C 19 1914 6,543.29 6,870.41 7,213.98 7,574.65 7,953.36 3,019.98 3,170.96 3,329.53 3,495.99 3,670.78 37.7497 39.6370 41.6191 43.6999 45.8848 Reclamation Specialist N C 19 1924 5,392.96 5,662.58 5,945.72 6,242.99 6,555.19 2,489.06 2,613.50 2,744.18 2,881.38 3,025.47 31.1132 32.6688 34.3022 36.0172 37.8184 Reservoir & Dam Caretaker/Distribution Operator N C 19 1915 6,261.08 6,574.12 6,902.81 7,247.98 7,610.37 2,889.73 3,034.21 3,185.91 3,345.22 3,512.48 36.1216 37.9276 39.8239 41.8153 43.9060 Senior Airport Operations Specialist N C 19 1916 6,691.56 7,026.11 7,377.46 7,746.33 8,133.60 3,088.41 3,242.82 3,404.98 3,575.23 3,753.97 38.6051 40.5353 42.5622 44.6904 46.9246 Senior Control Systems Operator Specialist N C 19 1917 9,627.78 10,109.19 10,614.70 11,145.42 11,702.64 4,443.59 4,665.78 4,899.09 5,144.04 5,401.22 55.5449 58.3223 61.2386 64.3005 67.5152 Senior Cross Connection Specialist E C 19 1959 7,430.24 7,801.76 8,191.76 8,601.45 9,031.49 3,429.34 3,600.81 3,780.81 3,969.90 4,168.38 42.8668 45.0101 47.2601 49.6237 52.1048 Senior Treatment Plant Technician N C 19 1918 7,094.12 7,448.87 7,821.28 8,212.34 8,622.94 3,274.21 3,437.94 3,609.82 3,790.31 3,979.82 40.9276 42.9742 45.1228 47.3789 49.7477 Senior Wastewater Collection System Operator N C 19 1919 6,374.51 6,693.27 7,027.93 7,379.30 7,748.30 2,942.08 3,089.20 3,243.66 3,405.83 3,576.14 36.7760 38.6150 40.5458 42.5729 44.7017 Senior Wastewater Collection System Outreach Program
Coordinator N C 19 1958 8,209.59 8,620.08 9,051.06 9,503.65 9,978.84 3,789.04 3,978.50 4,177.41 4,386.30 4,605.62 47.3630 49.7312 52.2176 54.8287 57.5702 Senior Wastewater Treatment Plant Operator N C 19 1921 9,089.88 9,544.36 10,021.57 10,522.63 11,048.79 4,195.33 4,405.09 4,625.34 4,856.60 5,099.44 52.4416 55.0636 57.8167 60.7075 63.7430 Senior Water Distribution Operator N C 19 1920 6,014.28 6,315.01 6,630.74 6,962.28 7,310.42 2,775.82 2,914.62 3,060.34 3,213.36 3,374.04 34.6978 36.4328 38.2542 40.1670 42.1755 Treatment Plant Technician N C 19 1923 6,452.72 6,775.34 7,114.14 7,469.84 7,843.33 2,978.18 3,127.08 3,283.45 3,447.62 3,620.00 37.2272 39.0885 41.0431 43.0952 45.2500 Wastewater Collection System Lead Operator N C 19 1927 6,809.83 7,150.35 7,507.80 7,883.24 8,277.34 3,143.00 3,300.16 3,465.14 3,638.42 3,820.31 39.2875 41.2520 43.3143 45.4802 47.7539 Wastewater Collection System Operator I N C 19 1925 5,075.92 5,329.70 5,596.18 5,876.02 6,169.82 2,342.73 2,459.86 2,582.85 2,712.01 2,847.61 29.2841 30.7483 32.2856 33.9001 35.5951 Wastewater Collection System Operator II N C 19 1926 5,579.38 5,858.32 6,151.30 6,458.88 6,781.80 2,575.10 2,703.84 2,839.06 2,981.02 3,130.06 32.1888 33.7980 35.4883 37.2627 39.1257 Wastewater Collection System Operator Technician I N C 19 1929 6,078.54 6,382.46 6,701.63 7,036.68 7,388.53 2,805.48 2,945.75 3,093.06 3,247.70 3,410.09 35.0685 36.8219 38.6633 40.5962 42.6261 Wastewater Collection System Project Coordinator N C 19 1954 7,311.50 7,677.06 8,060.91 8,463.98 8,887.19 3,374.54 3,543.26 3,720.42 3,906.45 4,101.78 42.1817 44.2908 46.5053 48.8306 51.2722 Wastewater Compliance Specialist N C 19 1953 6,133.66 6,440.33 6,762.36 7,100.47 7,455.54 2,830.92 2,972.46 3,121.09 3,277.14 3,441.02 35.3865 37.1558 39.0136 40.9643 43.0127 Wastewater Treatment Plant Chief Operator N C 19 1932 9,568.30 10,046.73 10,549.05 11,076.50 11,630.28 4,416.14 4,636.95 4,868.79 5,112.23 5,367.82 55.2017 57.9619 60.8599 63.9029 67.0978 Wastewater Treatment Plant OIT N U 19 1931 5,962.95 6,261.02 6,574.12 6,902.83 7,247.98 2,752.13 2,889.70 3,034.21 3,185.92 3,345.22 34.4016 36.1213 37.9276 39.8240 41.8152 Wastewater Treatment Plant Operator I N C 19 1933 7,126.23 7,482.52 7,856.70 8,249.50 8,662.01 3,289.03 3,453.47 3,626.17 3,807.46 3,997.85 41.1129 43.1684 45.3271 47.5933 49.9731 Wastewater Treatment Plant Operator II N C 19 1934 7,501.48 7,876.57 8,270.43 8,683.91 9,118.16 3,462.22 3,635.34 3,817.12 4,007.96 4,208.38 43.2777 45.4418 47.7140 50.0995 52.6047 Wastewater Treatment Plant Operator III N C 19 1935 8,324.36 8,740.64 9,177.61 9,636.42 10,118.29 3,842.01 4,034.14 4,235.82 4,447.58 4,669.98 48.0251 50.4267 52.9477 55.5948 58.3747

TREATMENT AND PATROL

SUPERVISOR/CONFIDENTIAL
HR\PSCR Page 9 9/10/2024

ATTACHMENT A
Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Step I Step 2 Step 3 Step 4 Step 5 Unit Job
Class
Monthly Biweekly Hourly
Classification Title FLSA Service
Status
Water Distribution Chief Operator N C 19 1957 8,802.95 9,243.13 9,705.30 10,190.57 10,700.04 4,062.90 4,266.06 4,479.37 4,703.34 4,938.48 50.7862 53.3257 55.9921 58.7917 61.7310 Water Distribution Equipment Operator N C 19 1930 6,261.08 6,574.12 6,902.81 7,247.98 7,610.37 2,889.73 3,034.21 3,185.91 3,345.22 3,512.48 36.1216 37.9276 39.8239 41.8153 43.9060 Water Distribution Lead Operator N C 19 1937 6,612.13 6,942.74 7,289.84 7,654.36 8,037.08 3,051.75 3,204.34 3,364.54 3,532.78 3,709.42 38.1469 40.0542 42.0567 44.1597 46.3677 Water Distribution Lead Operator Technician N C 19 1938 7,310.68 7,676.20 8,060.04 8,463.04 8,886.17 3,374.16 3,542.86 3,720.02 3,906.02 4,101.31 42.1770 44.2858 46.5003 48.8253 51.2664 Water Distribution OIT N U 19 1941 4,439.02 4,660.98 4,894.00 5,138.68 5,395.61 2,048.78 2,151.22 2,258.77 2,371.70 2,490.28 25.6097 26.8902 28.2346 29.6463 31.1285 Water Distribution Operator I N C 19 1945 4,928.08 5,174.48 5,433.20 5,704.86 5,990.10 2,274.50 2,388.22 2,507.63 2,633.01 2,764.66 28.4313 29.8527 31.3454 32.9126 34.5582 Water Distribution Operator II N C 19 1947 5,470.53 5,744.05 6,031.26 6,332.78 6,649.41 2,524.86 2,651.10 2,783.66 2,922.82 3,068.96 31.5607 33.1388 34.7957 36.5353 38.3620 Water Distribution Operator Technician OIT N U 19 1936 5,318.95 5,584.93 5,864.21 6,157.36 6,465.20 2,454.90 2,577.66 2,706.56 2,841.86 2,983.94 30.6863 32.2208 33.8320 35.5232 37.2993 Water Distribution Operator Technician I N C 19 1948 6,018.35 6,319.26 6,635.27 6,967.00 7,315.34 2,777.70 2,916.58 3,062.43 3,215.54 3,376.31 34.7213 36.4573 38.2804 40.1942 42.2039 Water Distribution Operator Technician II N C 19 1949 6,616.68 6,947.42 7,294.84 7,659.60 8,042.58 3,053.85 3,206.50 3,366.85 3,535.20 3,711.96 38.1731 40.0813 42.0856 44.1900 46.3995 Water Distribution Operator/Emergency Services N C 19 1950 6,612.13 6,942.74 7,289.84 7,654.36 8,037.08 3,051.75 3,204.34 3,364.54 3,532.78 3,709.42 38.1469 40.0542 42.0567 44.1597 46.3677 Water Distribution Project Coordinator N C 19 1956 7,311.50 7,677.06 8,060.91 8,463.98 8,887.19 3,374.54 3,543.26 3,720.42 3,906.45 4,101.78 42.1817 44.2908 46.5053 48.8306 51.2722 Water Meter Technician I N C 19 1960 5,318.95 5,584.93 5,864.21 6,157.36 6,465.20 2,454.90 2,577.66 2,706.56 2,841.86 2,983.94 30.6863 32.2208 33.8320 35.5232 37.2993 Water Meter Technician II N C 19 1961 6,018.35 6,319.26 6,635.27 6,967.00 7,315.34 2,777.70 2,916.58 3,062.43 3,215.54 3,376.31 34.7213 36.4573 38.2804 40.1942 42.2039 Water Treatment Chief Operator N C 19 1940 9,568.80 10,047.27 10,549.65 11,077.15 11,630.95 4,416.37 4,637.20 4,869.07 5,112.53 5,368.13 55.2046 57.9650 60.8634 63.9066 67.1016 Water Treatment Plant OIT N U 19 1942 5,963.12 6,261.17 6,574.32 6,903.00 7,248.15 2,752.21 2,889.77 3,034.30 3,186.00 3,345.30 34.4026 36.1221 37.9287 39.8250 41.8162 Water Treatment Plant Operator II N C 19 1944 7,501.50 7,876.57 8,270.43 8,683.94 9,118.14 3,462.23 3,635.34 3,817.12 4,007.97 4,208.37 43.2779 45.4417 47.7140 50.0996 52.6046 Water Treatment Plant Operator III N C 19 1946 8,323.94 8,740.20 9,177.18 9,635.99 10,117.81 3,841.82 4,033.94 4,235.62 4,447.38 4,669.76 48.0228 50.4242 52.9453 55.5923 58.3720 Water/Wastewater Maintenance Planner/Scheduler N C 19 1951 7,997.38 8,397.22 8,817.08 9,257.97 9,720.82 3,691.10 3,875.64 4,069.42 4,272.91 4,486.53 46.1387 48.4455 50.8677 53.4114 56.0816 HR\PSCR Page 10 9/10/2024

ATTACHMENT A
Subsection 2(a). The salaries of employees holding classifications or positions which are reclassified downward or for which the salary is adjusted as a result of salary surveys or other studies conducted by the City may be "Y" rated. When "Y" rated, the employee's salary shall be maintained at its current salary level until the salary applicable to the appropriate step in the employee's assigned classification is increased to equal the employee's current salary level. Thereafter, the employee's salary shall no longer be "Y" rated. As used herein, the term "current salary level" shall mean the salary which the employee was receiving at the time the salary for his assigned classification was reduced.

Subsection 2(b). As provided by Municipal Code Section 3.04.161, regular part-time employees working in the classifications contained herein shall serve in the unclassified service. Regular part-time employees shall be paid on an hourly basis the salaries provided herein for the appropriate classification.

Subsection 2(c). Any employee designated as "Confidential" by the City Administrator shall be paid an increase in pay equal to two and one-half percent (2½%) for the applicable step and range.

Subsection 2(d). Managers and Professional Attorneys will receive salary and benefits as established by resolution, ordinance, and administrative procedure, and as reflected in the Management and Performance Compensation Plan, the Professional Attorney’s Performance and Compensation Plan, the Police Managers' Association (PMA) MOU/Agreement, and the Fire Managers' Association (FMA) MOU/Agreement .

Subsection 2(e). Any employee designated by the City Administrator as an Administrative Fire Captain, working forty (40) hours a week, shall be paid an increase in pay equal to three percent (3.0%) in order to maintain a salary approximately equal to a fifty-six (56) hours per week Fire Captain.

Subsection 2(f): Salary ranges for non-management positions shall have 5 steps. Appointments shall be made at Step 1 in the salary range, except as may be provided by ordinance or authorized by the City Administrator based on extraordinary qualifications. All step increases shall be based upon the equivalent of one year of satisfactory performance at the lower step in the appropriate range.

Subsection 2(g): The City Administrator may appoint a professional attorney or management employee to a salary anywhere between the minimum and maximum of the salary range.

Subsection 2(h): Employees may serve in an hourly assignment in the classifications listed herein as provided under Santa Barbara Municipal Code Section 3.04.160. All such appointments shall be made at Step 1 in the salary range, except as may be provided by ordinance or authorized by the City Administrator based on extraordinary qualifications. In the alternative, the City Administrator may authorize the creation of limited or temporary hourly classifications. Such limited or temporary (“L/T”) hourly classifications shall be paid an hourly rate of not less than the applicable state or federal minimum wage and not greater than $150.00 per hour, or such greater amount as may be provided by ordinance. The official salary schedules for such limited or temporary hourly classifications shall be made publicly available on the City’s web site.

HR\PSCR 11 09/10/2024

ATTACHMENT A

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Water Resources Division, Public Works Department Energy and Climate Division, Sustainability and Resilience Department
SUBJECT: Water Resources Energy Master Plan [Resolution; Agreement] RECOMMENDATION: That Council:

A. Authorize the Public Works Director to execute a City Professional Services contract with Hazen and Sawyer, in the amount of $368,948 for the development of a Water Resources Energy Master Plan, and authorize the Public Works Director to approve expenditures up to $55,342 for extra services that may result from necessary changes in the scope of work; and
B. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Babara Amending Resolution No. 24-066, Adopting the Budget for Fiscal Year 2025, to Appropriate Funds for the Water Resources Energy Master Plan.

DISCUSSION:

Background
Conveyance and treatment of the City of Santa Barbara's (City) water and wastewater are energy-intensive processes. To deliver reliable water and wastewater service meeting all regulatory standards, Water Resources owns and operates four treatment facilities, a hydroelectricity generation facility, and numerous pump and lift stations. This responsibility of managing the City's water supply and operating and maintaining the various water and wastewater systems makes the Water Resources Division (Division) the City's largest energy user, collectively using 14,864,000 kilowatt hours (KWh) or 14.864 gigawatt-hours of electricity in 2023. This represents approximately 4% of all electricity usage within the City.

Beginning with the City’s Santa Barbara Clean Energy Program in 2021, Water Resources facilities have been powered by 100% carbon free electricity, supporting the City’s goal to reduce greenhouse gas emissions and achieve carbon neutrality by 2035. Historically, Water Resources staff have aimed to proactively manage energy usage through individual facility audits and incorporating efficient equipment and systems through capital Agenda Item No. 6
File Code No. 540.08
Council Agenda Report
Water Resources Energy Master Plan [Resolution; Agreement] September 10, 2024

Page 2 ends

improvement projects; however, to date, there has not been a comprehensive analysis of all Water Resources' facilities and systems with a plan to guide Water Resources staff in optimal energy management or how these systems could optimally interact from an energy perspective. Water Resources has invested in local sustainable energy facilities like Cater Water Treatment Plant’s battery installation, Gibraltar’s hydroelectric facility and El Estero’s cogeneration facility that support the City’s energy and greenhouse gas emissions.

However, there are numerous other options for energy conservation and generation and without a comprehensive plan, it is not clear how to go about evaluating and prioritizing options with limited resources.

In addition to working towards the City's goals of reducing greenhouse gas emissions, Water Resources is always looking for opportunities to deliver water and wastewater service to the community cost-effectively. Not only have energy costs risen across the State in recent years, particularly in the post-pandemic years, energy costs are now based on time-of-use (when the energy is consumed). Water Resources operations, specifically when water is pumped and treated, could potentially be adjusted to minimize the impacts of time-of-use, but those opportunities need to be evaluated to ensure the impacts to service are minimized.

Project Description
The Water Resources Energy Master Plan (Plan) will be a joint initiative between the Division and the Sustainability and Resilience Department. The Plan will attempt to capture the Division's opportunities for energy conservation and generation for the next 30 years and develop a cross-facility energy master plan with strategies that City staff can deploy over the next ten years to improve the resilience, sustainability, and affordability of its water system operations. The goal is to create a Plan that can be easily updated every ten years to reflect changes in technological, industry initiatives, regulations, and the energy market.

The Plan consists of a four-part scope of services:

Task 1. Baseline Energy Demands and Costs – Analysis of existing energy consumption and generation across all Water Resources facilities at a 15-minute consumption level. Assessment of load flexibility across processes and facilities.

Task 2. Evaluation of Potential Energy Cost-Saving Strategies – Identification of new efficiency/cost-saving opportunities for all facilities (through analyses and meetings with staff) and conduct feasibility and Net Present Value evaluations of those opportunities.

Task 3. Capital Improvement Plan Integration Plan (CIP) – Development of a list of priority projects and recommendations for incorporated into planned capital improvements.

Task 4. Energy Master Plan Documentation – Delivery of a Final Master Plan, Technical Memoranda, and Energy Dashboard to allow Water Resources staff to visualize energy usage to make operational decisions and quantify benefits from capital investments or shifts in operations.

Council Agenda Report
Water Resources Energy Master Plan [Resolution; Agreement] September 10, 2024

Page 3 ends

Selection Process
Given the innovative nature of this planned study, the City issued a Request for Qualifications (RFQ) to survey the market. In response to the RFQ, the City received statements of qualifications from two firms. Following a review of their qualifications, the City issued a Request for Proposals (RFP) to both firms, and from the written proposals and interviews, Hazen and Sawyer was identified as the most qualified and responsive Consulting team to meet the City's needs and deliver the Plan. The firm has over 70 years of experience consulting for water and wastewater agencies and over 25 years of experience offering energy management services to water agencies. The firm's team includes specialists from its Energy Management and Water Engineering practices who are well-suited to the Division's unique portfolio of water assets.

BUDGET/FINANCIAL INFORMATION:

This Plan was originally budgeted in Fiscal Year 2024 but due to higher priorities, this effort was delayed, resulting in funding being returned to reserves. With the Plan now moving forward, staff is requesting to fund it from available reserves in the Water Operating fund in Fiscal Year 2025. The Plan is being funded through a combination of rate revenue and revenue from participating in Demand Response Programs and anticipated electrical savings in the Water Resources budget.

SUSTAINABILITY IMPACT:

The Plan will provide recommendations and strategies to increase efficiency, reduce energy consumption, and optimize energy costs at Water Resources Facilities. Any efforts to improve efficiency and reduce electrical consumption, particularly during peak demands, offer numerous direct and ancillary benefits. The Charles Meyer Desalination Plant and the El Estero Water Treatment facility represent the single most significant electrical load in the entire city and have the greatest opportunity to achieve energy savings as a result of the Plan. The Plan will not only offer the Division opportunities to reduce energy use in aggregate, but the study will also offer recommendations to shift energy use away from high-demand periods (for example, summer days between 4-9 pm), where the local and State grids may be stressed to meet statewide energy demands, and electricity is most expensive. By shifting this use, the Division can offer local and statewide electrical grid benefits and minimize blackouts and the need for greenhouse gas-emitting thermal peaker plants in other regions to meet Statewide energy needs.

A copy of the contract may be requested from the Public Works Department for public review by contacting [email protected].

WATER COMMISSION RECOMMENDATION:

This item was presented to the Water Commission at its meeting on August 15, 2024, and the Commission voted 4-0-0 in support of staff’s recommendation.

Council Agenda Report
Water Resources Energy Master Plan [Resolution; Agreement] September 10, 2024

Page 4 ends

PREPARED BY: Joshua Haggmark, P.E., Water Resources Manager/BR/JL/kl SUBMITTED BY: Clifford M. Maurer, P.E., Public Works Director Alelia Parenteau, Sustainability Resilience Director
APPROVED BY: Kelly McAdoo, City Administrator
RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF
SANTA BARBARA AMENDING RESOLUTION NO. 24-066,
ADOPTING THE BUDGET FOR FISCAL YEAR 2025, TO

APPROPRIATE FUNDS FOR THE WATER RESOURCES

ENERGY MASTER PLAN
WHEREAS, in accordance with the City Charter, the City Administrator filed with the City Council a proposed budget for the fiscal year beginning July 1, 2024; WHEREAS, the City Council is required to adopt a budget before the beginning of the fiscal year on July 1, 2024;
WHEREAS, the City Charter provides that at any public meeting after the adoption of the budget, the City Council may amend or supplement the budget by motion adopted by the affirmative votes of at least a majority of the total members of the City Council; and WHEREAS, as authorized by Resolution No. 24-066, this Resolution approves the amendment to the budget as provided herein.

NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF SANTA BARBARA THAT in accordance with the provisions of Section 1205 of the City Charter, the budget for the Fiscal Year 2025, as adopted by Resolution No. 24-066, is hereby amended as follows:

The City Council approves an increase in expenditure appropriations in the amount of $424,290 of available Water Operating Fund reserves into the Water Operating Fund in Fiscal Year 2025 to fund the Hazen and Sawyer contract for the Water Resources Energy Master Plan.

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Finance Department
SUBJECT: Fiscal Year 2025 Interim Financial Statements for the First Month Ended July 31, 2024
RECOMMENDATION:

That Council accepts the Fiscal Year 2025 Interim Financial Statements for the first month ended July 31, 2024.

DISCUSSION:

The interim financial statements for the first month ended July 31, 2024 (9.0% of the fiscal year) are attached. The interim financial statements include budgetary activity in comparison to actual activity for the General Fund, Enterprise Funds, Internal Service Funds, and select Special Revenue Funds.

ATTACHMENT: Interim Financial Statements for the First Month Ended July 31, 2024
PREPARED BY: Nathalie Lecolley, Controller
SUBMITTED BY: Keith DeMartini, Finance Director
APPROVED BY: Kelly McAdoo, City Administrator
Agenda Item No. 7
File Code No. 250.02
ATTACHMENT 1
Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD
GENERAL FUND (pages 3-7)
Revenue 182,752,119 10,073,448 - 172,678,671 5.5% 9,779,952 Expenditures 194,849,278 14,053,314 2,415,809 178,380,155 8.5% 12,949,935 Addition to / (use of) reserves (12,097,159) (3,979,866) (2,415,809) (3,169,983) MEASURE C (pages 3-7)
Included in GF summary a
Revenue 33,400,000 - - 33,400,000 0.0% 2,637,864
Expenditures 37,313,123 2,849,954 - 34,463,169 7.6% 3,903,155 Addition to / (use of) reserves (3,913,123) (2,849,954) - (1,265,290) SOLID WASTE FUND (page 9)
Revenue 40,327,843 3,244,693 - 37,083,150 8.0% 3,015,746 Expenditures 42,552,670 1,426,921 19,212,745 21,913,004 48.5% 1,770,341 Addition to / (use of) reserves (2,224,827) 1,817,772 (19,212,745) 1,245,405 WATER OPERATING FUND (page 10)
Revenue 80,625,863 5,535,325 - 75,090,538 6.9% 5,458,861 Expenditures 91,304,105 5,294,980 2,545,221 83,463,904 8.6% 3,506,666 Addition to / (use of) reserves (10,678,242) 240,344 (2,545,221) 1,952,195 WASTEWATER OPERATING FUND (page 11)
Revenue 31,282,314 2,548,631 - 28,733,683 8.1% 2,291,251 Expenditures 34,191,233 2,044,297 2,029,101 30,117,835 11.9% 1,822,730 Addition to / (use of) reserves (2,908,919) 504,334 (2,029,101) 468,522 DOWNTOWN PARKING FUND (page 12)
Revenue 15,376,580 946,249 - 14,430,331 6.2% 742,504
Expenditures 14,138,372 785,065 849,067 12,504,240 11.6% 813,161 Addition to / (use of) reserves 1,238,208 161,184 (849,067) (70,657) AIRPORT OPERATING FUND (page 13)
Revenue 32,685,752 2,278,474 - 30,407,278 7.0% 1,777,635 Expenditures 36,772,877 1,855,010 1,767,463 33,150,403 9.9% 1,722,313 Addition to / (use of) reserves (4,087,125) 423,463 (1,767,463) 55,322 GOLF COURSE FUND (page 14)
Revenue 4,700,502 463,125 - 4,237,377 9.9% 478,091
Expenditures 5,241,800 143,467 - 5,098,332 2.7% 89,254
Addition to / (use of) reserves (541,298) 319,658 - 388,837 FACILITIES MANAGEMENT FUND (page 15)
Revenue 6,795,568 593,977 - 6,201,591 8.7% 561,068
Expenditures 6,738,405 501,350 571,881 5,665,174 15.9% 521,832 Addition to / (use of) reserves 57,162 92,626 (571,881) 39,236

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
Summary by Fund
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

Page 1 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
Summary by Fund
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)
FLEET REPLACEMENT FUND (page 16)
Revenue 5,977,251 593,003 - 5,384,248 9.9% 502,218
Expenditures 8,194,198 15,507 242,903 7,935,788 3.2% 21,956 Addition to / (use of) reserves (2,216,947) 577,497 (242,903) 480,262 FLEET MAINTENANCE FUND (page 17)
Revenue 3,581,759 267,539 - 3,314,220 7.5% 266,195
Expenditures 3,988,286 257,251 437,120 3,293,915 17.4% 253,340 Addition to / (use of) reserves (406,528) 10,288 (437,120) 12,854 SELF INSURANCE TRUST FUND (page 18)
Revenue 20,896,719 1,488,036 - 19,408,683 7.1% 1,472,807 Expenditures 28,837,597 888,201 877,044 27,072,353 6.1% 924,979 Addition to / (use of) reserves (7,940,878) 599,835 (877,044) 547,828 INFORMATION TECHNOLOGY FUND (page 19)
Revenue 9,384,047 541,415 - 8,842,633 5.8% 516,432
Expenditures 10,063,133 924,806 164,536 8,973,791 10.8% 828,155 Addition to / (use of) reserves (679,086) (383,392) (164,536) (311,723) WATERFRONT OPERATING FUND (page 20)
Revenue 20,486,725 1,949,933 - 18,536,792 9.5% 1,696,334 Expenditures 22,051,358 2,017,776 1,018,399 19,015,183 13.8% 2,029,831 Addition to / (use of) reserves (1,564,633) (67,843) (1,018,399) (333,497) SANTA BARBARA CLEAN ENERGY FUND (page 21)
Revenue 53,307,781 70,625 - 53,237,156 0.1% 361
Expenditures 64,723,913 1,748,989 1,399,310 61,575,613 4.9% 545,618 Addition to / (use of) reserves (11,416,132) (1,678,365) (1,399,310) (545,257) ENERGY AND CLIMATE MANAGEMENT FUND (page 22)
Revenue 2,273,443 252,711 - 2,020,732 11.1% 236,987
Expenditures 2,861,694 60,506 14,400 2,786,788 2.6% 89,455 Addition to / (use of) reserves (588,251) 192,205 (14,400) 147,532

TOTAL FOR ALL FUNDS
Revenue 543,854,266 30,847,183 - 513,007,083 5.7% 31,434,307 Expenditures 603,822,043 34,867,396 33,544,999 535,409,648 11.3% 31,792,723 Addition to / (use of) reserves (59,967,777) (4,020,213) (33,544,999) (358,415) ** It is City policy to adopt a balanced budget. In most cases, encumbrance balances exist at year-end. These encumbrance balances are obligations of each fund and must be reported at the beginning of each fiscal year. In addition, a corresponding appropriations entry must be made in order to accommodate the 'carried-over' encumbrance amount.

Most differences between budgeted annual revenues and expenses are due to these encumbrance carryovers.

Page 2 ends

Revised YTD Remaining Percent Previous Change Over
Budget Actual Balance Received YTD Prior Year
TAXES
Sales and Use 31,200,000 2,502,959 28,697,041 8.0% 2,442,709 2.5% Measure C Sales Tax 33,400,000 - 33,400,000 0.0% 2,637,864 -100.0% Property Taxes 51,030,000 - 51,030,000 0.0% - 0.0%
Utility Users Tax 7,950,000 532,627 7,417,373 6.7% 450,039 18.4% Transient Occupancy Tax 28,700,000 2,773,812 25,926,188 9.7% 2,446,428 13.4% Business License 2,900,000 29,638 2,870,362 1.0% 78,455 -62.2% Cannabis Excise Tax 1,400,000 50,876 1,349,124 3.6% 39,708 28.1% Real Property Transfer Tax 1,200,000 63,917 1,136,083 5.3% 73,992 -13.6% Total Tax Revenues 157,780,000 5,953,830 151,826,170 3.8% 8,169,195 -27.1%

LICENSES & PERMITS
Licenses & Permits 237,886 27,198 210,688 11.4% 17,564 54.8% Total 237,886 27,198 210,688 11.4% 17,564 54.8%

FINES & FORFEITURES
Police 2,540,600 78,876 2,461,724 3.1% 159,802 -50.6%
Other Fines & Forfeitures 483,000 60,980 422,020 12.6% 9,199 562.9% Total 3,023,600 139,856 2,883,744 4.6% 169,001 -17.2%

USE OF MONEY & PROPERTY
Investment Income 2,327,858 246,852 2,081,006 10.6% 179,224 37.7% Rents & Concessions 1,539,676 22,788 1,516,888 1.5% 103,826 -78.1% Total 3,867,534 269,639 3,597,895 7.0% 283,050 -4.7%

INTERGOVERNMENTAL
Library 884,966 - 884,966 0.0% - #DIV/0!
Fire 1,500,000 - 1,500,000 0.0% 3,442 -100.0%
Other Intergovernmental 627,078 12,850 614,228 2.0% 49,601 -74.1% Total 3,012,044 12,850 2,999,194 0.4% 53,043 -75.8%

FEES & SERVICE CHARGES
Community Development 7,230,640 778,575 6,452,065 10.8% 513,049 51.8% Parks & Recreation 4,470,477 28,718 4,441,758 0.6% 855,686 -96.6% Other Service Charges 2,671,667 365,168 2,306,499 13.7% 240,960 51.5% - Total 14,372,784 1,172,462 13,200,322 8.2% 1,609,696 -27.2%

OTHER REVENUES
Interfund Charges & Reimbursement 13,921,095 1,188,921 12,732,174 8.5% 1,004,391 18.4% Overhead Indirect Allocations 9,547,772 771,172 8,776,600 8.1% 774,522 -0.4% Interfund Transfers 466,300 25,042 441,257 5.4% 52,717 -52.5% Interfund Loans 2,191,004 - 2,191,004 0.0% - #DIV/0!
Miscellaneous 1,121,592 328 1,121,264 0.0% 912 -64.0%
Donations 110,509 - 110,509 0.0% 273 -100.0%
Franchise Fees 6,500,000 512,149 5,987,851 7.9% 283,452 80.7% Total 33,858,272 2,497,614 31,360,659 7.4% 2,116,267 18.0% Subtotal Non-Tax Revenues 58,372,119 4,119,618 54,252,501 7.1% 4,248,621 -3.0% TOTAL REVENUES 216,152,119 10,073,447.68 206,078,671 4.7% 12,417,816 -18.9%

CITY OF SANTA BARBARA
General Fund
Interim Statement of Budgeted and Actual Revenues
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

Page 3 ends

YTD
Expended
Revised YTD Encum- Remaining and Previous
Budget Actual brances Balance Encumbered YTD

GENERAL GOVERNMENT
Mayor & City Council
MAYOR & CITY COUNCIL 1,323,196 90,286 320 1,232,590 6.8% 92,124 ARTS AND COMMUNITY PROMOTIONS 2,305,949 250,000 725,000 1,330,949 42.3% 239,302 Total 3,629,145 340,286 725,320 2,563,539 29.4% 331,426 City Attorney
CITY ATTORNEY - - - - #DIV/0! 5,615
CITY ATTORNEY-ADMINISTRATION 1,382,822 121,850 289,484 971,488 29.7% 90,685 CITY ATTORNEY-ADVISORY 1,993,320 101,922 - 1,891,398 5.1% 105,923 CITY ATTORNEY-CIVIL LITIGATION 1,753,292 101,438 35,000 1,616,854 7.8% 105,068 CITY ATTORNEY-CODE ENFORCEMENT 2,058,000 61,598 28,000 1,968,402 4.4% 39,106 Total 7,187,435 386,809 352,484 6,448,142 10.3% 346,396 Administration
CITY ADMINISTRATOR 2,745,834 192,302 11,017 2,542,515 7.4% 153,468 EMPLOYEE RELATIONS - 238 - (238) #DIV/0! 238
CITY TV 746,913 37,958 - 708,955 5.1% 38,727
CITY CLERK 1,300,990 62,125 - 1,238,866 4.8% 63,826
Total 4,793,737 292,623 11,017 4,490,097 6.3% 256,259
Human Resources
HUMAN RESOURCES 2,406,090 150,851 16,500 2,238,739 7.0% 160,193 EMPLOYEE RELATIONS 378,171 19,694 - 358,477 5.2% 19,151 EMPLOYEE DEVELOPMENT 105,299 - - 105,299 0.0% -
Total 2,889,560 170,545 16,500 2,702,515 6.5% 179,344
Finance
ADMINISTRATION 378,093 29,417 - 348,676 7.8% 24,831
REVENUE & CASH MANAGEMENT 1,506,255 45,132 - 1,461,123 3.0% 49,728 CASHIERING & COLLECTION 1,721,444 87,726 - 1,633,718 5.1% 45,470 LICENSES & PERMITS - 11,515 - (11,515) #DIV/0! 45,779
BUDGET MANAGEMENT 977,338 55,426 - 921,912 5.7% 51,763
ACCOUNTING 1,244,342 76,407 - 1,167,935 6.1% 73,951
MISCELLANEOUS 515,876 41,584 - 474,292 8.1% 36,716
ACCOUNTS PAYABLE 308,213 23,752 - 284,461 7.7% 20,401
CITY BILLING & CUSTOMER SERVICE 935,749 51,328 - 884,421 5.5% 49,055 PURCHASING 851,255 63,200 - 788,055 7.4% 61,047
CENTRAL WAREHOUSE 219,506 17,237 - 202,269 7.9% 16,303
MAIL SERVICES 176,934 14,487 (2,376) 164,823 6.8% 11,652 Total 8,835,005 517,210 (2,376) 8,320,171 5.8% 486,695
TOTAL GENERAL GOVERNMENT 27,334,882 1,707,473 1,102,945 24,524,464 10.3% 1,600,121 `
General Fund
Interim Statement of Appropriations, Expenditures and Encumbrances For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

Page 4 ends

YTD
Expended
Revised YTD Encum- Remaining and Previous
Budget Actual brances Balance Encumbered YTD
`
General Fund
Interim Statement of Appropriations, Expenditures and Encumbrances For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

PUBLIC SAFETY
Police
CHIEF'S STAFF 2,834,946 222,079 - 2,612,867 7.8% 203,973 BUSINESS OFFICE 1,107,733 78,264 - 1,029,470 7.1% 55,965 RECORDS BUREAU 2,539,652 159,225 - 2,380,427 6.3% 128,798 STRATEGIC OPERATIONS AND PERSONNEL 2,524,788 158,787 5,190 2,360,811 6.5% 134,953 PROPERTY ROOM 338,792 14,091 - 324,701 4.2% 20,875
TRAINING, RECRUITMENT AND WELLNESS 2,389,726 227,335 104,845 2,057,545 13.9% 163,255 RANGE AND EQUIPMENT 1,963,377 138,571 - 1,824,806 7.1% 154,782 COMMUNITY & MEDIA RELATIONS - 13,092 - (13,092) #DIV/0! 13,079 INFORMATION TECHNOLOGY/CRIME ANALYSIS 1,853,534 440,776 7,760 1,404,999 24.2% 147,676 CRIMINAL INVESTIGATIONS & INTERNAL OP'S 7,360,112 474,447 - 6,885,665 6.4% 452,716 CRIME LAB 218,380 13,355 - 205,025 6.1% 13,010
FIELD OPERATIONS DIVISION 22,923,235 1,700,684 - 21,222,552 7.4% 1,674,240 TRAFFIC 1,121,763 94,270 - 1,027,493 8.4% 67,982
SPECIAL EVENTS 939,404 50,718 6,843 881,842 6.1% 105,363 STREET CRIMES UNIT 2,790,503 160,921 - 2,629,583 5.8% 115,898 SPECIAL ENFORCEMENT TEAM 166,766 5,812 - 160,954 3.5% 10,353 PARKING AND STREET SWEEPING 563,810 25,105 - 538,706 4.5% 22,565 PARKING ENFORCEMENT 1,196,801 71,069 - 1,125,732 5.9% 42,702 COMBINED COMMUNICATIONS CENTER 4,583,826 298,781 - 4,285,045 6.5% 291,218 ANIMAL CONTROL 1,117,686 39,142 - 1,078,544 3.5% 44,352 Total 58,534,834 4,386,523 124,638 54,023,673 7.7% 3,863,757 Fire
ADMINISTRATION 2,003,189 156,791 - 1,846,399 7.8% 144,906 EMERGENCY SERVICES AND PUBLIC ED 479,255 32,132 - 447,123 6.7% 31,038 PREVENTION 1,358,357 106,192 - 1,252,165 7.8% 97,322
WILDLAND FIRE MITIGATION PROGRAM 463,625 31,556 - 432,069 6.8% 46,546 OPERATIONS 30,596,165 2,315,424 (18,629) 28,299,369 7.5% 2,171,625 TRAINING AND RECRUITMENT 1,702,279 70,022 - 1,632,257 4.1% 71,637 ARFF 3,671,451 255,906 - 3,415,545 7.0% 282,950
Total 40,274,321 2,968,022 (18,629) 37,324,928 7.3% 2,846,024 TOTAL PUBLIC SAFETY 98,809,156 7,354,545 106,010 91,348,601 7.6% 6,709,781

PUBLIC WORKS
Public Works
ADMINISTRATION 2,050,777 126,998 1,350 1,922,429 6.3% 118,205 ENGINEERING SVCS 10,220,811 657,857 1,950 9,561,004 6.5% 573,889 PUBLIC RT OF WAY MGMT 2,483,425 153,604 - 2,329,821 6.2% 142,473 ENVIRONMENTAL PROGRAMS - - - - #DIV/0! 13,205
WATER RESOURCES - - - - - 2,131
Total 14,755,013 938,458 3,300 13,813,254 6.4% 849,902
TOTAL PUBLIC WORKS 14,755,013 938,458 3,300 13,813,254 6.4% 849,902

Page 5 ends

COMMUNITY SERVICES
Parks & Recreation
REC PROGRAM MGMT 1,298,519 83,948 10,249 1,204,322 7.3% 95,596 FACILITIES & SPECIAL EVENTS 2,347,816 130,891 320,173 1,896,753 19.2% 129,304 YOUTH ACTIVITIES 1,910,624 180,481 7,449 1,722,694 9.8% 149,717 ACTIVE ADULTS 1,159,889 93,653 7,364 1,058,871 8.7% 108,564 AQUATICS 2,376,342 436,146 131,681 1,808,515 23.9% 296,786 SPORTS 1,581,982 116,912 (13,236) 1,478,306 6.6% 79,464 TENNIS 15,568 34,174 - (18,605) 219.5% 41,901
NEIGHBORHOOD & OUTREACH SERV 1,530,631 93,776 16,758 1,420,097 7.2% 96,587 ADMINISTRATION 1,611,978 108,637 913 1,502,428 6.8% 99,790 PROJECT MANAGEMENT TEAM 934,701 65,984 498 868,220 7.1% 59,595 PARK OPERATIONS MANAGEMENT 1,446,753 97,441 - 1,349,313 6.7% 92,360 GROUNDS & FACILITIES MAINTENANCE 7,423,775 439,092 275,076 6,709,607 9.6% 409,174 FORESTRY 1,998,175 120,607 100,000 1,777,568 11.0% 109,958 BEACH MAINTENANCE 200,757 15,663 17,595 167,499 16.6% 13,214 MEDIANS PARKWAYS & CONTRACTS 573,082 16,934 - 556,148 3.0% 29,031 Total 26,410,591 2,034,339 874,519 23,501,734 11.0% 1,811,043 Library
ADMINISTRATION 1,213,514 74,904 - 1,138,610 6.2% 72,701 CENTRAL LIBRARY 7,145,176 394,231 159,120 6,591,826 7.7% 339,576 EASTSIDE LIBRARY 722,641 40,281 - 682,360 5.6% 21,957
LIBRARY ON THE GO 379,079 18,257 - 360,822 4.8% 10,986
ADULT EDUCATION 384,951 27,207 - 357,744 7.1% 18,117
Total 9,845,362 554,880 159,120 9,131,362 7.3% 463,336
TOTAL COMMUNITY SERVICES 36,255,953 2,589,219 1,033,639 32,633,096 10.0% 2,274,379

COMMUNITY DEVELOPMENT
Community Development
ADMINISTRATION 2,402,439 143,010 63,000 2,196,428 8.6% 152,450 RENTAL HOUSING MEDIATION 389,845 27,974 - 361,871 7.2% 23,702 HUMAN SERVICES 1,188,860 2,482 - 1,186,379 0.2% 3,983
LONG RANGE PLAN & SPEC STUDY 1,543,144 82,971 - 1,460,173 5.4% 73,006 DEVEL & ENVIRONMENTAL REVIEW 2,060,637 132,115 1,000 1,927,522 6.5% 131,240 ZONING INFO & ENFORCEMENT 1,749,051 115,644 4,000 1,629,407 6.8% 103,728 DESIGN REV & HIST PRESERVATION 1,896,207 123,692 700 1,771,815 6.6% 118,938 BLDG INSP & CODE ENFORCEMENT 2,000,470 122,914 - 1,877,557 6.1% 134,134 RECORDS ARCHIVES & CLER SVCS 745,718 51,121 8,225 686,372 8.0% 53,283 BLDG COUNTER & PLAN REV SVCS 3,104,947 175,676 322 2,928,949 5.7% 157,755 CODE COMPLIANCE 1,062,674 69,375 - 993,299 6.5% 62,134
Total 18,143,992 1,046,973 77,248 17,019,772 6.2% 1,014,353 TOTAL COMMUNITY DEVELOPMENT 18,143,992 1,046,973 77,248 17,019,772 6.2% 1,014,353

Page 6 ends

SUSTAINABILITY AND RESILIENCE
Sustainability and Resilience
ADMINISTRATION - - - - #DIV/0! 294
ABATEMENT 786,268 4,738 92,668 688,862 12.4% -
Total 786,268 4,738 92,668 688,862 12.4% 294
TOTAL SUSTAINABILITY AND RESILIENCE 786,268 4,738 92,668 688,862 12.4% 294

NON-DEPARTMENTAL
Non-Departmental
ANTICIPATED SALARY SAVINGS (6,000,000) - - (6,000,000) 0.0% - MEASURE C SALES TAX 37,313,123 2,849,954 - 34,463,169 7.6% 3,903,155 TRANSFERS OUT 2,709,015 83,158 - 2,625,857 3.1% 58,575
CAPITAL OUTLAY TRANSFER 1,805,000 328,750 - 1,476,250 18.2% 442,530 APPROP. RESERVE 250,000 - - 250,000 0.0% -
Total 36,077,138 3,261,862 - 32,815,276 9.0% 4,404,260
TOTAL NON-DEPARTMENTAL 36,077,138 3,261,862 - 32,815,276 9.0% 4,404,260 TOTAL EXPENDITURES 232,162,401 16,903,268 2,415,809 212,843,324 8.3% 16,853,090 ** The legal level of budgetary control is at the department level for the General Fund. Therefore, as long as the department as a whole is within budget, budgetary compliance has been achieved. The City actively monitors the budget status of each department and takes measures to address potential over budget situations before they occur.

For Enterprise and Internal Service Funds, the level of budgetary control is at the fund level. The City also monitors and addresses these fund types for potential over budget situations.

Page 7 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

TRAFFIC SAFETY FUND
Revenue 245,000 20,876 - 224,124 8.5% -
Expenditures 248,672 20,876 - 227,796 8.4% 15,080
Revenue Less Expenditures (3,672) - - (3,672) (15,080)

CREEK RESTORATION/WATER QUALITY IMPRVMT
Revenue 6,522,314 625,438 - 5,896,876 9.6% 517,099
Expenditures 7,661,429 381,317 742,524 6,537,588 14.7% 389,551 Revenue Less Expenditures (1,139,115) 244,121 (742,524) (640,713) 127,548

COMMUNITY DEVELOPMENT BLOCK GRANT
Revenue 1,176,711 2,227 - 1,174,484 0.2% 31,556
Expenditures 1,500,375 13,500 - 1,486,875 0.9% 12,237
Revenue Less Expenditures (323,664) (11,272) - (312,391) 19,319

COUNTY LIBRARY
Revenue 417,924 343 - 417,581 0.1% 192
Expenditures 597,858 24,784 - 573,074 4.1% 20,319
Revenue Less Expenditures (179,934) (24,441) - (155,493) (20,127)

STREETS FUND
Revenue 13,697,673 1,057,506 - 12,640,167 7.7% 778,856
Expenditures 14,937,480 1,029,299 29,141 13,879,040 7.1% 1,029,007 Revenue Less Expenditures (1,239,807) 28,207 (29,141) (1,238,873) (250,151)

MEASURE A FUND
Revenue 5,010,416 18,055 - 4,992,361 0.4% 12,391
Expenditures 5,562,096 482,066 593,659 4,486,371 19.3% 326,198 Revenue Less Expenditures (551,680) (464,011) (593,659) 505,989 (313,806)

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
Special Revenue Funds
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

Page 8 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Service charges 40,007,726 3,220,653 - 36,787,073 8.1% 2,996,908 Other Fees & Charges 58,350 1,389 - 56,961 2.4% 3,345
Investment Income 209,600 22,626 - 186,974 10.8% 14,963 Grants 23,279 - - 23,279 0.0% -
Miscellaneous 28,888 25 - 28,863 0.1% 529
TOTAL REVENUES 40,327,843 3,244,693 - 37,083,150 8.0% 3,015,746

EXPENSES
Salaries & Benefits 2,106,867 157,128 - 1,949,739 7.5% 129,810 Materials, Supplies & Services 38,127,586 1,258,843 19,003,626 17,865,117 53.1% 1,636,112 Special Projects 1,504,487 - 200,000 1,304,487 13.3% -
Transfers-Out 200,000 4,167 - 195,833 2.1% 4,167
Capital Outlay Transfers - - - - 0.0% -
Equipment 551,396 6,784 9,120 535,492 2.9% 253
Other 40,000 - - 40,000 0.0% -
Appropriated Reserve 22,335 - - 22,335 0.0% -
TOTAL EXPENSES 42,552,670 1,426,921 19,212,745 21,913,004 48.5% 1,770,341 Revenue Less Expense (2,224,827) 1,817,772 (19,212,745) 15,170,146 1,245,405

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

SOLID WASTE FUND

Page 9 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Water Sales- Metered 66,474,000 5,177,622 - 61,296,378 7.8% 4,729,864 Service Charges 251,460 20,232 - 231,228 8.0% 14,735
Cater JPA Treatment Charges 2,400,000 - - 2,400,000 0.0% (174) Investment Income 2,900,100 301,961 - 2,598,139 10.4% 206,961 Grants - - - - 0.0% 71,830
Reimbursements 8,515,303 20,652 - 8,494,651 0.2% 419,948 Miscellaneous 85,000 14,857 - 70,143 17.5% 15,698
TOTAL REVENUES 80,625,863 5,535,325 - 75,090,538 6.9% 5,458,861

EXPENSES
Salaries & Benefits 15,924,842 1,144,848 - 14,779,994 7.2% 1,051,291 Materials, Supplies & Services 29,047,586 807,435 2,537,310 25,702,840 11.5% 796,878 Special Projects 834,235 8,000 - 826,235 1.0% 487
Water Purchases 11,567,699 1,151,732 - 10,415,967 10.0% 349,098 Debt Service 9,187,487 849,840 - 8,337,647 9.2% -
Capital Outlay Transfers 23,582,950 1,308,913 - 22,274,038 5.6% 1,308,913 Equipment 414,294 24,213 7,910 382,171 7.8% -
Capitalized Fixed Assets 504,457 - - 504,457 0.0% -
Other 33,800 - - 33,800 0.0% -
Appropriated Reserve 150,000 - - 150,000 0.0% -
TOTAL EXPENSES 91,304,105 5,294,980 2,545,221 83,463,904 8.6% 3,506,666 Revenue Less Expense (10,678,242) 240,344 (2,545,221) (8,373,366) 1,952,195

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

WATER OPERATING FUND

Page 10 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Service Charges 30,110,997 2,390,380 - 27,720,618 7.9% 2,205,802 Fees 512,317 89,248 - 423,069 17.4% 38,723
Investment Income 600,000 64,718 - 535,282 10.8% 42,441 Rents & Concessions 54,000 4,285 - 49,715 7.9% 4,285
Grants - - - - 0.0% -
Miscellaneous 5,000 - - 5,000 0.0% -
TOTAL REVENUES 31,282,314 2,548,631 - 28,733,683 8.1% 2,291,251

EXPENSES
Salaries & Benefits 10,295,923 758,139 - 9,537,783 7.4% 675,056 Materials, Supplies & Services 13,556,687 600,656 2,029,101 10,926,931 19.4% 464,855 Special Projects 1,087,703 - - 1,087,703 0.0% -
Debt Service 3,550,838 341,981 - 3,208,857 9.6% 341,981 Capital Outlay Transfers 5,159,750 338,026 - 4,821,724 6.6% 338,026 Equipment 233,777 5,495 - 228,282 2.4% 1,299
Capitalized Fixed Assets 247,000 - - 247,000 0.0% -
Other 2,800 - - 2,800 0.0% 1,513
TOTAL EXPENSES 34,191,233 2,044,297 2,029,101 30,117,835 11.9% 1,822,730 Revenue Less Expense (2,908,919) 504,334 (2,029,101) (1,384,153) 468,522 Miscellaneous

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

WASTEWATER OPERATING FUND

Page 11 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Improvement Tax 1,000,000 128,734 - 871,266 12.9% 12,955 Parking Fees 12,263,819 719,264 - 11,544,555 5.9% 635,264 Other Fees & Charges 20,000 2 - 19,998 0.0% -
Investment Income 140,000 13,166 - 126,834 9.4% 10,409
Rents & Concessions 374,590 26,554 - 348,036 7.1% 22,274 Miscellaneous 175,272 (46) - 175,318 0.0% 3,027
Operating Transfers-In 1,402,899 58,575 - 1,344,324 4.2% 58,575 TOTAL REVENUES 15,376,580 946,249 - 14,430,331 6.2% 742,504

EXPENSES
Salaries & Benefits 6,538,289 444,426 - 6,093,863 6.8% 405,106 Materials, Supplies & Services 5,518,798 265,222 849,067 4,404,509 20.2% 328,890 Special Projects 516,598 - - 516,598 0.0% -
Transfer-Out 4,600 - - 4,600 0.0% -
Capital Outlay Transfers 1,502,048 75,417 - 1,426,631 5.0% 75,417 Equipment 48,040 - - 48,040 0.0% 3,748
Appropriated Reserve 10,000 - - 10,000 - -
TOTAL EXPENSES 14,138,372 785,065 849,067 12,504,240 11.6% 813,161 Revenue Less Expense 1,238,208 161,184 (849,067) 1,926,091 (70,657) Miscellaneous
NOTE-These figures reflect the operating fund only. Though the capital fund is excluded, the current year contribution

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

DOWNTOWN PARKING FUND

Page 12 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Leases-Commercial/Industrial 6,352,589 477,749 - 5,874,840 7.5% 457,507 Leases-Terminal 11,933,771 765,777 - 11,167,994 6.4% 459,525 Leases-Non-Commercial Aviation 5,193,119 438,444 - 4,754,675 8.4% 368,462 Leases-Commercial Aviation 7,324,595 522,618 - 6,801,978 7.1% 357,663 Investment Income 700,000 66,948 - 633,052 9.6% 50,587
Grants - - - - #DIV/0! -
Service Charges 1,719 - - 1,719 0.0% -
Miscellaneous 179,958 6,937 - 173,021 3.9% 557
Operating Transfers-In 1,000,000 - - 1,000,000 0.0% 83,333 TOTAL REVENUES 32,685,752 2,278,474 - 30,407,278 7.0% 1,777,635

EXPENSES
Salaries & Benefits 13,120,829 881,120 - 12,239,710 6.7% 812,913 Materials, Supplies & Services 15,349,793 653,462 1,772,335 12,923,996 15.8% 618,955 Special Projects 2,661,398 3,355 - 2,658,043 0.1% -
Transfer-Out 532,544 42,590 - 489,954 8.0% 20,833
Debt Service 1,556,500 129,934 - 1,426,566 8.3% 129,934 Capital Outlay Transfers 2,969,881 139,678 - 2,830,203 4.7% 139,678 Equipment 450,375 4,872 (4,872) 450,375 0.0% -
Capitalized Fixed Assets - - - - #DIV/0! -
Other - - - - 0.0% -
Appropriated Reserve 131,556 - - 131,556 0.0% -
TOTAL EXPENSES 36,772,877 1,855,010 1,767,463 33,150,403 9.9% 1,722,313 Revenue Less Expense (4,087,125) 423,463 (1,767,463) (2,743,125) 55,322 Miscellaneous
NOTE-These figures reflect the operating fund only. Though the capital fund is excluded, the current year contribution

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

AIRPORT OPERATING FUND
from the operating fund is shown in the Capital Transfers.

Page 13 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Fees & Card Sales 4,347,952 430,756 - 3,917,196 9.9% 448,258 Investment Income 110,000 14,311 - 95,689 13.0% 7,229
Rents & Concessions 242,550 17,976 - 224,574 7.4% 22,180 Miscellaneous - 83 - (83) 0.0% 425
TOTAL REVENUES 4,700,502 463,125 - 4,237,377 9.9% 478,091

EXPENSES
Salaries & Benefits 122,516 8,648 - 113,868 7.1% 7,164
Materials, Supplies & Services 4,519,284 109,820 - 4,409,464 2.4% 57,090 Capital Outlay Transfers 600,000 25,000 - 575,000 4.2% 25,000 TOTAL EXPENSES 5,241,800 143,467 - 5,098,332 2.7% 89,254 Revenue Less Expense (541,298) 319,658 - (860,956) 388,837 Miscellaneous
NOTE-These figures reflect the operating fund only. Though the capital fund is excluded, the current year contribution from the operating fund is shown in the Capital Transfers.

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

GOLF COURSE FUND

Page 14 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Service Charges 2,487,997 293,763 - 2,194,234 11.8% 292,613 Work Orders - Bldg Maint. 4,302,071 300,214 - 4,001,857 7.0% 268,455 Miscellaneous 5,500 - - 5,500 0.0% -
TOTAL REVENUES 6,795,568 593,977 - 6,201,591 8.7% 561,068

EXPENSES
Salaries & Benefits 4,241,025 350,003 - 3,891,022 8.3% 324,686 Materials, Supplies & Services 2,177,081 148,106 376,540 1,652,435 24.1% 189,702 Special Projects 315,300 2,942 195,342 117,017 62.9% 7,144 Capital Outlay Transfers - 300 - (300) #DIV/0! 300
Equipment 5,000 - - 5,000 0.0% -
TOTAL EXPENSES 6,738,405 501,350 571,881 5,665,174 15.9% 521,832 Revenue Less Expense 57,162 92,626 (571,881) 536,417 39,236

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

FACILITIES MANAGEMENT FUND

Page 15 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Vehicle Rental Charges 5,282,423 429,153 - 4,853,270 8.1% 426,993 Investment Income 622,448 64,720 - 557,728 10.4% 40,152 Rents & Concessions 4,380 8,598 - (4,218) 196.3% 8,598
Miscellaneous 68,000 90,532 - (22,532) 133.1% 26,474
Operating Transfers-In - - - - 0.0% -
TOTAL REVENUES 5,977,251 593,003 - 5,384,248 9.9% 502,218

EXPENSES
Salaries & Benefits 246,665 14,189 - 232,477 5.8% 12,794 Materials, Supplies & Services 31,417 1,318 6,506 23,593 24.9% 8,745 Debt Service 606,371 - - 606,371 0.0% -
Capitalized Fixed Assets 7,309,745 - 236,397 7,073,348 3.2% 417 TOTAL EXPENSES 8,194,198 15,507 242,903 7,935,788 3.2% 21,956 Revenue Less Expense (2,216,947) 577,497 (242,903) (2,551,541) 480,262

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

FLEET REPLACEMENT FUND

Page 16 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Vehicle Maintenance Charges 3,447,007 257,457 - 3,189,549 7.5% 255,811 Reimbursements 7,500 417 - 7,083 5.6% 833
Miscellaneous 127,252 9,665 - 117,587 7.6% 9,550
TOTAL REVENUES 3,581,759 267,539 - 3,314,220 7.5% 266,195

EXPENSES
Salaries & Benefits 1,921,196 131,857 - 1,789,339 6.9% 117,929 Materials, Supplies & Services 1,965,908 119,014 415,120 1,431,773 27.2% 129,017 Special Projects 70,931 6,257 22,000 42,674 39.8% 6,272 Capital Outlay Transfers 1,467 122 - 1,345 8.3% 122
Equipment 13,784 - - 13,784 0.0% -
Capitalized Fixed Assets - - - - 0.0% -
Appropriated Reserve 15,000 - - 15,000 0.0% -
TOTAL EXPENSES 3,988,286 257,251 437,120 3,293,915 17.4% 253,340 Revenue Less Expense (406,528) 10,288 (437,120) 20,305 12,854

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

FLEET MAINTENANCE FUND

Page 17 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Insurance Premiums 13,688,728 942,256 - 12,746,472 6.9% 917,375 Workers' Compensation Premiums 6,498,510 481,625 - 6,016,885 7.4% 497,546 OSH Charges 361,744 25,349 - 336,395 7.0% 26,187
Unemployment Insurance Premium 191,912 15,993 - 175,919 8.3% 15,993 Investment Income 80,000 16,496 - 63,504 20.6% 9,388
Operating Transfers-In 75,825 6,319 - 69,506 8.3% 6,319 TOTAL REVENUES 20,896,719 1,488,036 - 19,408,683 7.1% 1,472,807

EXPENSES
Salaries & Benefits 964,940 74,351 - 890,589 7.7% 65,868 Materials, Supplies & Services 27,872,249 813,816 877,044 26,181,389 6.1% 859,077 Capital Outlay Transfers 409 34 - 375 8.3% 34
Equipment - - - - 0% -
TOTAL EXPENSES 28,837,597 888,201 877,044 27,072,353 6.1% 924,979 Revenue Less Expense (7,940,878) 599,835 (877,044) (7,663,670) 547,828 The Self Insurance Trust Fund is an internal service fund of the City, which accounts for the cost of providing workers' compensation, property and liability insurance as well as unemployment insurance and certain self-insured employee benefits on a city-wide basis. Internal Service Funds charge other funds for the cost of providing their specific services.

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

SELF INSURANCE TRUST FUND

Page 18 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Service charges 8,753,519 519,658 - 8,233,862 5.9% 516,432 Operating Transfers-In 630,528 21,757 - 608,771 3.5% -
TOTAL REVENUES 9,384,047 541,415 - 8,842,633 5.8% 516,432

EXPENSES
Salaries & Benefits 6,127,811 327,617 - 5,800,195 5.3% 274,647 Materials, Supplies & Services 3,525,258 577,120 164,536 2,783,601 21.0% 534,171 Special Projects 250 - - 250 0.0% -
Capital Outlay Transfers 242,810 20,069 - 222,741 8.3% 20,069 Equipment 167,004 - - 167,004 0.0% (732)
Appropriated Reserve - - - - #DIV/0! -
TOTAL EXPENSES 10,063,133 924,806 164,536 8,973,791 10.8% 828,155 Revenue Less Expense (679,086) (383,392) (164,536) (131,158) (311,723) from the operating fund is shown in the Capital Transfers.

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

INFORMATION TECHNOLOGY FUND
NOTE-These figures reflect the operating fund only. Though the capital fund is excluded, the current year contribution

Page 19 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Leases - Commercial 2,300,000 211,646 - 2,088,354 9.2% 228,415 Leases - Food Service 3,250,000 372,560 - 2,877,440 11.5% 328,793 Slip Rental Fees 6,135,835 517,743 - 5,618,092 8.4% 474,874 Visitors Fees 845,000 76,980 - 768,020 9.1% 49,632
Slip Transfer Fees 1,100,000 57,000 - 1,043,000 5.2% 114,375 Parking Revenue 4,368,275 539,214 - 3,829,061 12.3% 369,140 Wharf Parking 402,500 44,916 - 357,584 11.2% 29,154
Other Fees & Charges 277,540 20,351 - 257,189 7.3% 19,157 Investment Income 394,100 46,493 - 347,607 11.8% 29,694 Rents & Concessions 475,000 40,524 - 434,476 8.5% 38,647 Miscellaneous 911,475 22,506 - 888,969 2.5% 14,452
TOTAL REVENUES 20,486,725 1,949,933 - 18,536,792 9.5% 1,696,334

EXPENSES
Salaries & Benefits 8,945,652 645,340 - 8,300,312 7.2% 631,211 Materials, Supplies & Services 8,186,873 304,797 1,018,399 6,863,677 16.2% 360,320 Special Projects 222,510 40,876 - 181,634 18.4% 10,558
Debt Service 2,033,432 889,263 - 1,144,169 43.7% 889,263 Capital Outlay Transfers 2,275,000 137,500 - 2,137,500 6.0% 137,500 Equipment 237,891 - - 237,891 0.0% 980
Capitalized Fixed Assets 40,000 - - 40,000 0.0% -
Other 10,000 - - 10,000 0.0% -
Appropriated Reserve 100,000 - - 100,000 0.0% -
TOTAL EXPENSES 22,051,358 2,017,776 1,018,399 19,015,183 13.8% 2,029,831 Revenue Less Expense (1,564,633) (67,843) (1,018,399) (478,391) (333,497) Miscellaneous
NOTE - These figures reflect the operating fund only. Though the capital fund is excluded, the current year contribution

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

WATERFRONT OPERATING FUND
from the operating fund is shown in the Capital Transfers.

Page 20 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Service Charges 53,000,781 - - 53,000,781 0.0% -
Investment Income 307,000 70,625 - 236,375 0.0% 361
Grants - - - - 0.0% -
TOTAL REVENUES 53,307,781 70,625 - 53,237,156 0.1% 361

EXPENSES
Salaries & Benefits 1,719,294 78,248 - 1,641,047 4.6% 20,068 Materials, Supplies & Services 56,692,192 1,651,602 1,398,923 53,641,667 5.4% 509,129 Special Projects 3,576,517 19,140 - 3,557,377 0.5% 16,422 Debt Service 2,202,038 - - 2,202,038 0.0% -
Other 527,371 - - 527,371 0.0% -
TOTAL EXPENSES 64,723,913 1,748,989 1,399,310 61,575,613 4.9% 545,618 Revenue Less Expense (11,416,132) (1,678,365) (1,399,310) (8,338,457) (545,257)

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

SANTA BARBARA CLEAN ENERGY FUND

Page 21 ends

Revised YTD Encum- Remaining Percent of Previous
Budget Actual brances Balance Budget YTD

REVENUES
Service charges 2,205,693 247,040 - 1,958,653 11.2% 236,987 Grants - - - - #DIV/0! -
Miscellaneous 67,750 5,671 - 62,079 8.4% -
TOTAL REVENUES 2,273,443 252,711 - 2,020,732 11.1% 236,987

EXPENSES
Salaries & Benefits 96,540 41,829 - 54,711 43.3% 73,867 Materials, Supplies & Services 2,479,622 17,995 14,400 2,447,227 1.3% 15,431 Special Projects 285,365 683 - 284,683 0.2% -
Debt Service - - - - 0.0% -
Capital Outlay Transfers - - - - 0.0% -
Equipment 167 - - 167 0.0% 158
TOTAL EXPENSES 2,861,694 60,506 14,400 2,786,788 2.6% 89,455 Revenue Less Expense (588,251) 192,205 (14,400) (766,056) 147,532 Miscellaneous
NOTE-These figures reflect the operating fund only. Though the capital fund is excluded, the current year contribution from the operating fund is shown in the Capital Transfers.

CITY OF SANTA BARBARA
Interim Statement of Revenues and Expenditures
For One Month Ended July 31, 2024 ( 9% of Fiscal Year)

ENERGY AND CLIMATE MANAGEMENT FUND

Page 22 ends

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Sewer Service Agreement for 898 Veronica Springs Road [Agreement] RECOMMENDATION:

That Council authorize the Public Works Director to execute an Agreement for Provision of Sewer Service to the Real Property Located Outside City Limits, between the City and Kriger Family Trust to provide City sewer service to 898 Veronica Springs Road (APN 049-072- 001).

DISCUSSION:
898 Veronica Springs Road is located within the County of Santa Barbara (County), yet in an area outside but contiguous to City limits. The property is developed with a singlefamily home. The property’s septic system has failed, and as a result, the property is not currently habitable. The owner is seeking wastewater service from the City for the existing residence. The City already provides wastewater service to other properties in the vicinity of 898 Veronica Springs, and no other sanitary districts operate in the vicinity of the property. There is an existing City sewer main in Veronica Springs Road about 75 feet to the southwest of the property. Connection of the property to the City’s sewer system would require a 75-foot sewer main extension, which would be paid for by the owner.

Providing new water or wastewater service by agreement to properties outside yet contiguous to City limits requires approval by the Local Agency Formation Commission (LAFCO). The property owner has begun their LAFCO application process. However, their application cannot be processed until the City and the owner have executed an agreement for the provision of sewer service. The owner is requesting that Council authorize the execution of the service agreement so they may continue with the LAFCO approval process. The property owner will pay all LAFCO fees.

The recommended agreement has been prepared in conformance with applicable resolutions and requirements of the Municipal Code, including the required waiver of right to protest annexation. Per the proposed agreement, wastewater service to the property would be subject to all the same terms, conditions, and requirements that apply to similar service to other properties located within the City boundaries.

Agenda Item No. 8
File Code No. 540.13
Council Agenda Report
Sewer Service Agreement for 898 Veronica Springs Road [Agreement] September 10, 2024

Page 2 ends

A copy of the contract may be requested from the Public Works Department for public review by contacting [email protected].

BUDGET/FINANCIAL INFORMATION:

The proposed action has no financial impact on the City. The owner will be responsible for all applicable costs associated with connection to the City’s wastewater system, and once connected will be responsible for paying all applicable monthly wastewater charges.

ENVIRONMENTAL REVIEW:

The Public Works Director has determined that the Project is exempt under California Environmental Quality Act (CEQA) Guidelines § 15303 New Construction (d).

CEQA Exemption Criteria
CEQA Guideline § 15303 (also known as the Class 3 exemption) covers the construction and location of limited numbers of new, small facilities. The sewer service agreement falls under subdivision (d) of § 15303 as the sewer main extension of 75 feet is of reasonable length to serve the subject property.

Therefore, the City Council is requested to confirm the exemption, approve the Project for CEQA purposes, and authorize the filing of a Notice of Exemption for the Project.

PREPARED BY: Joshua Haggmark, P.E, Water Resources Manager/DH/kl SUBMITTED BY: Clifford M. Maurer, P.E., Public Works Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Contract Updates for the U.S. 101 State Street Undercrossing Project [Agreement]
RECOMMENDATION: That Council:

A. Approve a sole source purchase order with David Shelton Inc. in the amount of $551,431 for fabrication and installation of ironwork for the U.S. 101 State Street Undercrossing Project; and authorize the General Services Manager to execute the purchase order; and
B. Authorize the Public Works Director to execute the Fourth Contract Amendment with Bengal Engineering, Inc., for design support services for the U.S. 101 State Street Undercrossing Project, Contract No. 26,510A, in the amount of $95,000, for a total expenditure authority of $973,622.

DISCUSSION:

Background
Improving safety for pedestrians and cyclists at the U.S. 101 State Street Undercrossing (Undercrossing) is a high priority due to its significant use by both pedestrian and cyclists.

The U.S. 101 State Street Undercrossing Project (Project) reallocates space through the Undercrossing between Yanonali and Gutierrez Streets to improve safety and rebalance space for vehicles, pedestrians, and cyclists. The Project is currently under construction.

Current Status
The east side of the Project is now mostly complete. Once the east side ornamental railing was constructed and finalized by David Shelton Inc. (Shelton), it was determined that the railing should extend an additional 60 feet on each of the four corners. This decision was driven by safety concerns about the drop-off at the current railing termination. Additionally, because the railing has lights in every other post support, the railing extension will provide better nighttime lighting for the underpass. Staff recommends that Council approve and authorize the General Services Manager to execute a sole source contract with Shelton Agenda Item No. 9
File Code No. 530.04
Council Agenda Report
Contract Updates for the U.S. 101 State Street Undercrossing Project [Agreement] September 10, 2024

Page 2 ends

in the amount of $551,431, for the additional scope of work that includes the fabrication and installation of additional proprietary pedestrian railing and light poles.

As construction continues, Bengal Engineering, Inc. (Bengal) is providing engineering design support, and their expertise has been instrumental in coordinating with the Project’s various subconsultants. Bengal requires additional funds to provide design support coordination with their subconsultants, including the architect, landscape architect, and lighting specialist. Bengal also assists the City with responses to requests for information, submittals, and data requests on an as-needed basis. Due to their involvement throughout the Project, a sole source contract amendment with Bengal is needed in the amount of $95,000 for this additional scope of work, bringing the total agreement amount to $973,622.

BUDGET/FINANCIAL INFORMATION:

There are sufficient available expenditure appropriations (Measure A and Measure C) in the Project to cover the recommended additional costs necessary to complete construction.

A copy of the contracts may be requested from the Public Works Department for public review by contacting [email protected].

ENVIRONMENTAL REVIEW:

The Project was determined to be exempt under the California Environmental Quality Act, Section 15301, Existing Facilities. This exemption covers the operation, repair, maintenance, and minor alterations to existing facilities involving no or negligible expansion of existing or former use. The Project falls under subdivisions b, c, f, and h of Section 15301. The Project involves minor alterations (bicycle lane improvements, pedestrian improvements, addition of street trees, and vehicle lane reduction) of an existing public street, involving negligible or no expansion of use. A Notice of Exemption was filed on September 9, 2020.

PREPARED BY: Brian D’Amour P.E., City Engineer/TB/sk/kl SUBMITTED BY: Clifford M. Maurer, P.E., Public Works Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Approval of Parcel Map and Execution of Agreements for 1018 Garden Street [Agreement]
RECOMMENDATION:

That Council approve and authorize the City Administrator to execute and record Parcel Map Number 20,842 and a standard agreement relating to the approved one-lot subdivision at 1018 Garden Street.

DISCUSSION:

A Tentative Map for the subdivision located at 1018 Garden Street was conditionally approved on March 16, 2023, by adoption of the Planning Commission (PC) Conditions of Approval, Resolution Number 001-23. A Vicinity Map of the project area is shown in the Attachment.

The project involves a proposal to convert a 13-unit hotel to 13 commercial condominium hotel units. No changes to the existing floor area or parking are proposed.

Staff has reviewed the Parcel Map and has found it to be in substantial compliance with the previously approved Tentative Map, the Conditions of Approval, the State Subdivision Map Act, and the City of Santa Barbara’s (City) Subdivision Ordinance. The City’s contract Land Surveyor has reviewed the Parcel Map for technical correctness.

In accordance with the PC approval, the Owner, 1018 Garden LLC, has signed and submitted the Parcel Map and the required Agreements to the City. Council approval is required if Council agrees with the staff determination that the Map conforms to all the requirements of the Subdivision Map Act and the Municipal Code applicable at the time of the approval of the Tentative Map.

Staff recommends that Council authorize the City Administrator to execute the required Agreement Relating to Subdivision Map Conditions Imposed on Real Property.

Agenda Item No. 10
File Code No. 640.08
Council Agenda Report
Approval of Parcel Map and Execution of Agreements for 1018 Garden Street [Agreement] September 10, 2024

Page 2 ends

The Agreement Assigning Water Extraction Rights does not require Council approval and will be signed by the Public Works Director in accordance with City Council Resolution Number 02-131.

The public may request a copy of the Parcel Map and Agreements for review from the Public Works Department at [email protected].

BUDGET/FINANCIAL INFORMATION:

The proposed action has no financial impact on the City.

ENVIRONMENTAL REVIEW:

Environmental review for this project was completed as part of the PC approval of the Tentative Map. The subdivision project qualifies for an exemption from further environmental review under the California Environmental Quality Act Guidelines Section 15301, Existing Facilities.

ATTACHMENT: Vicinity Map
PREPARED BY: Brian D’Amour, P.E., City Engineer/SR/rl
SUBMITTED BY: Clifford M. Maurer, P.E., Public Works Director APPROVED BY: Kelly McAdoo, City Administrator
This service has been provided to allow a visual display of City information. Every effort has been made to ensure the accuracy of the map and data. The City of Santa Barbara assumes no responsibility arising from the use of this information. THE MAPS AND ASSOCIATED DATA ARE PROVIDED WITHOUT A WARRANTY OF ANY KIND. This map was created using the City of Santa Barbara Mapping Analysis and Printing System application. 759
© City of Santa Barbara
126.466
Legend
1:

WGS_1984_Web_Mercator_Auxiliary_Sphere
0 63.233 126.466 Feet Notes
Enter Map Description

MAP DISCLAIMER
City of Santa Barbara - MAPS
Reported on 07/31/2024 01:05 PM
City Limits
Assessor's Parcels - City
Street Centerlines
World Street Map

ATTACHMENT

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Authorization to Directly Negotiate with Vendors for Fleet-Related Purchases and to Standardize Equipment Manufacturers in Fiscal Years 2025 Through 2027
RECOMMENDATION: That Council:

A. Authorize the General Services Manager to waive the formal bidding process under Santa Barbara Municipal Code section 4.52.070 for fleet purchases for fiscal years through 2027 on the condition that either a cooperative agreement is used based on the lowest price or best value, or a vehicle is bought off the dealer’s lot at or below the manufacturers' suggested retail price; and B. Approval to standardize Scelzi truck bodies, Whelen Engineering products, and John Deere equipment based on a best interest finding per Section 4.52.070 (L) of the Municipal Code.

DISCUSSION:

Authorization to Waive Formal Bid Process
The Public Works Operations Division (The Division) is responsible for maintaining a total of 480 vehicles and pieces of equipment, which are essential for providing municipal services such as public safety, street and park maintenance, water and wastewater utilities, and recreation services. To ensure the efficient and safe operation of City of Santa Barbara (City) services, it is essential to periodically update and replace vehicles and equipment that have reached the end of their useful life or are no longer cost-effective to maintain. The Division is continuing to encounter tremendous challenges due to regulatory changes, supply chain delays, and order cancellations resulting from the effect of the COVID-19 pandemic and the fluctuating electric vehicle industry.

Vehicle inventory is at an all-time low and the demand for inventory is high. The City has missed out on opportunities to purchase vehicles due to the inability to finalize purchases within a short timeframe after new vehicles enter the market.

Historically, the Division used cooperative purchasing agreements (e.g., Sourcewell or the State of California Contract) because they were able to take advantage of fleet Agenda Item No. 11
File Code No. 530.01
Council Agenda Report
Authorization to Directly Negotiate with Vendors for Fleet-Related Purchases and to Standardize Equipment Manufacturers in Fiscal Years 2025 Through 2027 September 10, 2024

Page 2 ends

discounts that greatly reduced vehicle pricing. However, since the start of the COVID-19 pandemic, fleet discounts have been eliminated and vehicle order priority has been reduced for fleet vehicles. These factors caused sharp increases in pricing for vehicles associated with cooperative purchasing agreements and caused order cancellations and delayed delivery dates.

In instances where the Division has found available inventory at local dealers, the vehicles have been purchased by private buyers or other public agencies who have obtained authority from their governing bodies to purchase without using a bid process. Staff recommends that Council authorize the General Services Manager to enter into purchase agreements based on alternative purchasing methods. The purchase agreements are subject to standard industry terms and require approval by the City Attorney. Specifically, this authorization would forgo any competitive bid processes and allow vehicles to be purchased off the dealer’s lot.

Other municipalities, including the City of Goleta and the City of Paso Robles, have taken a similar approach to deal with the extraordinary vehicle and equipment shortages. This change in purchasing would help ensure that staff have the vehicles necessary to perform required City functions and timely replace aging vehicles.

Approval to Standardize Equipment
In 2023, Council approved waiving the formal bid process for vehicle purchases and standardizing on Scelzi truck bodies for Fiscal Years 2024 and 2025. This request extends Council’s approval to Fiscal Year 2027 and adding Whelen Engineering and John Deere to a standard list of manufacturers for the City’s fleet.

PW Ops is asking to standardize Scelzi truck bodies, John Deere equipment, and Whelen Engineering products in the City's fleet as a best interest to the City. The best interest waiver per Section 4.52.070 (L) of the Municipal Code is based on lowering ongoing maintenance and replacement costs and interoperability with equipment (truck beds, emergency lighting/controllers, and John Deere equipment/software) to the City’s fleet.

BUDGET/FINANCIAL INFORMATION:

There are sufficient expenditure appropriations in the Fleet Replacement Fund Budget in Fiscal Year 2025 to accommodate this purchasing method. Staff will include expenditure appropriations for fleet purchases in Fiscal Years 2026 and 2027 in the annual budget process.

SUSTAINABILITY IMPACT:

The recommended authorization would allow the City to continue converting its fleet to electric and alternatively fueled vehicles in a competitive and cost-effective manner.

ENVIRONMENTAL REVIEW:

Council Agenda Report
Authorization to Directly Negotiate with Vendors for Fleet-Related Purchases and to Standardize Equipment Manufacturers in Fiscal Years 2025 Through 2027 September 10, 2024

Page 3 ends

The authorization to directly negotiate with vendors for fleet-related purchases and to standardize equipment manufacturers in Fiscal Years 2025 through 2027 falls outside of the definition of a “Project” under California Environmental Quality Act (CEQA) Guidelines § 15378 (b)(5) as administrative activities of governments that will not result in direct physical changes in the environment are not subject to CEQA environmental review. This authorization will not result in direct physical changes to the environment.

PREPARED BY: Donna Lahey, Public Works Operation Manager/td SUBMITTED BY: Clifford M. Maurer, P.E., Public Works Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: City Administrator’s Office
SUBJECT: Designation of Voting Delegate for League of California Cities Annual Conference
RECOMMENDATION:

That Council designate Councilmember Oscar Gutierrez as the City’s voting delegate and designate Mayor Randy Rowse as an alternate to represent the City of Santa Barbara at the League of California Cities Annual Meeting, October 16 – 18, 2024.

DISCUSSION:

The League of California Cities (League) holds an annual meeting to consider proposals from the League on legislative matters that establish League policy. The City Council must select a voting delegate and up to two alternates to represent the City of Santa Barbara.

ATTACHMENT: League of California Cities Voting Delegate Action Advised Letter PREPARED AND SUBMITTED BY: Nicole Grisanti, Administrator’s Office Supervisor
APPROVED BY: Kelly McAdoo, City Administrator
Agenda Item No. 12
File Code No. 180.01
Attachment

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Highway 101 Carpinteria to Santa Barbara and Parallel Projects Update
RECOMMENDATION:

That Council receive an update from the Santa Barbara County Association of Governments, District 5 of the California Department of Transportation, and City of Santa Barbara staff on the Highway 101 Carpinteria to Santa Barbara and Parallel Projects within the City of Santa Barbara.

EXECUTIVE SUMMARY:

In 2006, following years of analyzing congestion relief solutions in the Santa Barbara South Coast corridor, the Santa Barbara County Association of Governments’ (SBCAG) Board approved a multi-agency-endorsed corridor plan for long-term congestion relief called 101 in Motion. The elements of 101 in Motion are implemented as independent projects and programs with a cumulative goal of relieving congestion in the corridor. This update focuses on the Highway 101 High-Occupancy Vehicle (101 HOV) and Widening Project and the associated mitigation and parallel projects within the City of Santa Barbara (City), and the regional rail and transit service between Santa Barbara, Goleta, and Ventura County.

BACKGROUND:

SBCAG and District 5 of the California Department of Transportation (Caltrans) are funding partners to deliver the 101 HOV and Widening Project. SBCAG is leading the preconstruction effort in coordination with consultant teams and oversight and partnership from Caltrans. Caltrans is the owner and operator of Highway 101 and is leading the construction phase. Caltrans and SBCAG are working under a project delivery method called Construction Manager General Contractor. Granite Construction is a key part of the pre-construction planning and has priority in bidding for the construction contract.

Caltrans and SBCAG have been working closely with the City of Santa Barbara for final project coordination.

DISCUSSION:

Agenda Item No. 13
File Code No. 530.04
Council Agenda Report
Highway 101 Carpinteria to Santa Barbara and Parallel Projects Update September 10, 2024

Page 2 ends

101 HOV and Widening Project Status
The 101 HOV and Widening Project is divided into four primary phases covering 16 miles between Mussel Shoals in Ventura County and Milpas Street in the City (Attachment 1).

Three of the four phases are complete, and Phase 4 is the last remaining phase to be completed. When Phase 4 is complete, there will be 16 miles of continuous HOV lanes in each direction with approximately 30 miles of a continuous 3-lane facility on Highway 101 in each direction.

Phase 4 extends between Carpinteria and Santa Barbara and is officially designated as the Highway 101 Carpinteria to Santa Barbara Project (Attachment 2). The Highway 101 Carpinteria to Santa Barbara Project has been in construction since 2020. To facilitate construction and optimize funding opportunities, Phase 4 was split into five defined construction packages: Carpinteria (4A), Padaro (4B), Summerland (4C), Montecito (4D), and Santa Barbara (4E). The Montecito (4D) and the Santa Barbara (4E) segments were further split into subsegments for construction to optimize funding flexibility and construction continuity. There are also several landscaping projects within the Phase 4 limits on Highway 101.

The Highway 101 Carpinteria to Santa Barbara Project continues to make great strides.

Aside from the Santa Barbara (4E North) segment, all other segments within the 11-mile length of Phase 4 are completed or in construction. For the Santa Barbara (4E North) segment from Hermosillo Road to Sycamore Creek, design work is ongoing to prepare this last segment for construction. Funding is anticipated by June 2025, with construction estimated to start in spring 2026.

Through a strong partnership with local, state, and federal agencies, approximately $700 million has been secured for the Highway 101 corridor work. SBCAG in partnership with Caltrans will be submitting final State Senate Bill 1 (SB1) funding applications in November 2024. In June 2025, SB1 funding awards will be announced. If approved for final funding, the entire project could be complete by the end of 2028.

Santa Barbara (4E) represents the final 1.7 miles of improvements on Highway 101 in Phase 4 (Attachment 3). The primary features of this segment include continuing the carpool lane in both directions and reconstructing the Highway 101/Cabrillo Boulevard interchange, which is comprised of a new Highway 101 bridge for northbound and southbound traffic and new ramps to replace the existing left-hand ramps at two locations, including restoration of the Cabrillo southbound on-ramp. A new roundabout will be constructed at the northbound ramps of Cabrillo Boulevard and Highway 101.

Mitigation and Parallel Projects
The Santa Barbara (4E) project has been developed alongside several mitigation projects, including the Olive Mill Roundabout, Pedestrian and Bicycle Improvements on East Cabrillo Boulevard, Replacement of the Union Pacific Railroad Bridge Project, and Council Agenda Report
Highway 101 Carpinteria to Santa Barbara and Parallel Projects Update September 10, 2024

Page 3 ends

the Milpas Street at U.S. Highway 101 Operational Improvements Project. These projects must be completed prior to completion of the 101 HOV and Widening Project to mitigate traffic during the Highway 101 improvements and address long-term operational needs.

The Olive Mill Roundabout was completed in 2024. The Pedestrian and Bicycle Improvements on East Cabrillo Boulevard and Replacement of the Union Pacific Railroad Bridge Project were broken into two phases due to funding constraints. Phase 1 includes the Los Patos/Cabrillo Roundabout, which is currently under construction and is anticipated to be complete by March 2025. Phase 2 is the Cabrillo Underpass Replacement at the Union Pacific Railroad, for which SBCAG is seeking SB1 grant funding in November 2024. The Milpas Street at U.S. Highway 101 Operational Improvements Project is anticipated to begin construction by the end of 2024 or early 2025. Both roundabout projects and the Milpas Street at U.S. Highway 101 Operational Improvements Project have been funded with local regional funds from SBCAG.

Permitting Process
All subsegments of Santa Barbara (4E) received Coastal Development Permit approval from the City Planning Commission in December 2023. Santa Barbara (4E South) from Olive Mill Road to Hermosillo Road was funded in 2023 and will begin construction in September 2024. 4E South also obtained final design review approval from the Architectural Board of Review (ABR) and a Public Works permit. Segment 4E North still requires approval from the ABR and a Public Works permit. It is anticipated that the final plans for Segment 4E North will be submitted for review in September/October 2024.

Rail and Transit Service Update Between Santa Barbara and Ventura The State-supported Pacific Surfliner rail service serving San Diego to San Luis Obispo is run by the Los Angeles-San Diego-San Luis Obispo Rail Corridor Agency (LOSSAN) in a joint-powers authority of which SBCAG is a member agency. In March 2020, train service was reduced because of the pandemic-related drop in ridership. This included the suspension of the morning “peak-hour" train trip introduced in 2018, which arrived in Santa Barbara around 7 a.m. from Los Angeles. Post-pandemic service is being implemented based on rider demand, available equipment, staffing resources, and infrastructure capacity. Over time, LOSSAN plans to have seven daily roundtrips running between Santa Barbara and Los Angeles. Currently, five daily roundtrips serve the area and LOSSAN has indicated that it is unable to restore the morning “peak-hour” service at this time. In light of the reduced service, SBCAG and the Ventura County Transportation Commission (VCTC) are working with both LOSSAN and Metrolink to explore alternatives, such as adding a Metrolink operated round-trip serving the peakhour morning commute period.

It is important to note that the VCTC Coastal Express, a regional commuter bus service jointly funded by SBCAG and the VCTC, has seen a steady increase in ridership since coming out of the pandemic, which has been aided by the completion of the Highway 101 HOV lane in Carpinteria. While future work remains, the HOV lane will be Council Agenda Report
Highway 101 Carpinteria to Santa Barbara and Parallel Projects Update September 10, 2024

Page 4 ends

instrumental in ensuring that services like the VCTC Coastal Express are an attractive alternative to driving alone. Additionally, SBCAG and VCTC will be implementing five new zero-emission battery-electric commuter buses, which were received as part of a state-funded grant aimed at reducing greenhouse gas emissions and increasing transit utilization in the corridor. The new zero-emission buses are anticipated to go into service later this year.

BUDGET/FINANCIAL INFORMATION:

The proposed action has no financial impact on the City. The mitigation projects have been funded with local regional funds. Key components of the SB1 funding applications that SBCAG and Caltrans are developing for submittal later this year include: the Santa Barbara (4E North) project; Phase 2 of the Pedestrian and Bicycle Improvements on East Cabrillo Boulevard and Replacement of the Union Pacific Railroad Bridge Project; Santa Barbara Eastside Active Transportation Improvements; Zero Emission Vehicle Charging in the City; and Zero Emission Buses for the VCTC Coastal Express. The SB1 applications will be reviewed by the California Transportation Commission, and recommendations for funding will be announced in June 2025.

ENVIRONMENTAL REVIEW:

California Environmental Quality Act review for the 101 HOV and Widening Project required Caltrans to prepare an Environmental Impact Report (EIR) which was certified on August 26, 2014, and was later revised and certified on October 27, 2017. Caltrans also prepared EIR Addendums in 2020 and 2023, with the latter addressing projectspecific details of Santa Barbara (4E). The State Clearinghouse (SCH) number for the project is SCH# 2009051018.

ATTACHMENTS:

1. Highway 101 in Motion Corridor Map

2. Highway 101 Segment Map between Carpinteria and Santa Barbara

3. Highway 101 Santa Barbara Segment 4E
PREPARED BY: Sarah Clark, Public Works Downtown Team Manager/JWG/nv SUBMITTED BY: Clifford M. Maurer, P.E., Public Works Director APPROVED BY: Kelly McAdoo, City Administrator

-
1 '
%
1

&$ .(
1

1"!/1
0)*
1 1 +#
,1

+LJKZD\&RUULGRU
6DQWD%DUEDUDWR9HQWXUD

ATTACHMENT
1

ATTACHMENT
2 ATTACHMENT 3

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 10, 2024
TO: Mayor and Councilmembers
FROM: Housing and Human Services Division, Community Development Department
SUBJECT: Authorization to Apply for Matching Funds Totaling $2.9 Million from the State’s Local Housing Trust Fund Program for Affordable Housing Projects [Resolution]
RECOMMENDATION: That Council:

A. Open the public hearing and take public comment, if any, and authorize submittal of an application to the California Department of Housing and Community Development Local Housing Trust Fund (LHTF) program requesting $2,900,000 in matching funds with the City of Santa Barbara Local Housing Trust Fund for eligible projects selected from the City of Santa Barbara’s notice of funding availability, and authorize the Community Development Director to execute such documents, subject to approval as to form by the City Attorney, as necessary;
B. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara, Authorized to Act as Manager of the City of Santa Barbara Local Housing Trust Fund, Authorizing Application to the California Department of Housing and Community Development Local Housing Trust Fund Program for Matching Funds of $2,900,000;
C. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara, Authorized to Act as Manager of the City of Santa Barbara Local Housing Trust Fund, Amending Resolution No. 23-076, Adopting the Budget for Fiscal Year 2024, to Approve an Increase in Fiscal Year 2024 Expenditure Appropriations in the Community Development General Fund in the Amount of $500,000 and Approve an Increase in Fiscal Year 2024 Revenue Appropriations in the Local Housing Trust Fund in the Amount of $500,000 Funded by Inclusionary Housing In-Lieu Fees to Provide the Local Housing Trust Fund with Ongoing Revenues Sufficient to Pay for the Trust Fund’s Operating Costs for a Minimum of Five Years after the Date of a Program Award; and
Agenda Item No. 14
File Code No. 660.01
Council Agenda Report
Authorization to Apply for Matching Funds Totaling $2.9 Million from the State’s Local Housing Trust Fund Program for Affordable Housing Projects [Resolution] September 10, 2024

Page 2 ends

D. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara, Authorized to Act as Manager of the City of Santa Barbara Local Housing Trust Fund, Adopting the 2017 California Code of Regulations Title 25, Division 1, Chapter 7, Subchapter 19, Commencing with Section 8300 Uniform Multifamily Regulations as the Underwriting Guidelines for the Santa Barbara Local Housing Trust Fund.

EXECUTIVE SUMMARY:

On January 23, 2024, City Council adopted Ordinance Number 6138 establishing the City of Santa Barbara Local Housing Trust Fund (SBLHTF) in accordance with the State of California Department of Housing and Community Development (HCD) guidelines (Attachment 1). The purpose of this fund is to utilize and leverage locally generated dollars for the production and preservation of affordable housing units. Leveraging funding is often key to generating large amounts of capital necessary for the provision of affordable housing. HCD offers an opportunity to leverage local dollars through its Local Housing Trust Fund (LHTF) program, which awards applicants with matching funds, dollar-fordollar, to develop affordable housing projects that meet the LHTF requirements. City Council must adopt a resolution to apply for this funding (Attachment 2).

DISCUSSION:

Background
Santa Barbara Local Housing Trust Fund
In order to establish the SBLHTF, the City committed to: a) providing a dedicated source of funding for ongoing revenue for a minimum of five years to support the fund’s operations, and b) making matching funds available at the time of application on a dollarfor-dollar-basis. The adopted Ordinance approved using the City’s inclusionary fund sourced from in-lieu fees to provide for the required ongoing revenue and allocated $2,883,548 in eligible General Funds for the required matching funds. Having earned interest since that time, these matching funds now total approximately $2.9 million. The ongoing revenue required of new Local Housing Trust Funds is an average of $100,000 for a minimum of five years, which is $500,000. If approved, the attached resolution will allow the transfer of $500,000 from the City’s inclusionary fund to the SBLHTF to meet that requirement (Attachment 3).

Notice of Funding Availability
On July 9, 2024, HCD released a Notice of Funding Availability (NOFA) for its 2024 Local Housing Trust Fund (LHTF) program for approximately $53 million in funds, with an application deadline of 4 PM on September 17, 2024. This funding provides dollar-fordollar matching funds to awarded Local Housing Trust Funds established by cities and counties, Native American Tribes, and incorporated 501(c)(3) nonprofit organizations.

Council Agenda Report
Authorization to Apply for Matching Funds Totaling $2.9 Million from the State’s Local Housing Trust Fund Program for Affordable Housing Projects [Resolution] September 10, 2024

Page 3 ends

Funding for this NOFA is provided by the Veterans and Affordable Housing Bond Act of 2018 (Proposition 1), adopted by voters on November 6, 2018.

Program funds awarded under this NOFA shall be used to provide construction loans and/or permanent financing loans to pay for predevelopment costs, acquisition, construction or rehabilitation of affordable rental housing projects, emergency shelters, permanent supportive housing, transitional housing and affordable homebuyer/homeowner projects. Program funds may also be used to assist incomeeligible first-time homebuyers purchase homes and to rehabilitate houses owned by income-eligible occupants. Program funds may also be used to construct, convert, reconstruct, rehabilitate, and/or repair Accessory Dwelling Units (ADUs) or Junior Accessory Dwelling Units (JADUs).

Pursuant to LHTF Program Guidelines Section 105(b), if an application is awarded, not more than five percent of the program funds and not more than five percent of the matching funds may be used for administrative costs.

City Request for Proposals
HCD requires LHTF program applicants to follow the public vetting process as required by state law to select eligible projects. In order to adhere to this requirement, the City’s formal process is to issue a Notice of Funding Availability and Request for Proposals.

Applicants are scored on “readiness” in the NOFA, which requires proof of the “extent to which the applicant has completed a first phase funding process for multifamily rental projects and announced on its website the status of each project, including those projects that were approved to submit a final application upon award of Program Funds.” California Health and Safety Code Chapter 50843.5 regulates the state’s LHTF program.

Public hearing requirements are listed under Section (g), which states: “Recipients shall have held, or shall agree to hold, a public hearing or hearings to discuss and describe the project or projects that will be financed with funds provided pursuant to this section.” Therefore, the City Council will be opening this item for a public hearing to provide an opportunity to the public to comment on the proposed projects selected for application to the state’s LHTF program.

On August 2, 2024, the City released a Notice of Funding Availability and Request for Proposals (RFP) inviting the public to submit proposals for eligible projects that meet the guidelines and receive the most competitive ranking. The state’s underwriting guidelines informed a portion of the overall scoring, rating, and ranking process to ensure projects met the state’s underwriting requirements. Staff recommends adopting the state’s underwriting guidelines for any projects requesting funding from the SBHLTF and application to the HCD LHTF program for matching funding (Attachment 4). The deadline for the submittal of proposals was 4:00 P.M. on Friday, August 23, 2024.

Page 4 ends

RFP Projects
The City received two eligible project proposals in response to the City’s RFP. The Community Development RFP Committee (Committee) has reviewed both proposals submitted by the deadline and has scored the projects according to the rating, ranking, and scoring criteria in both the City’s RFP (Attachment 5) and HCD’s NOFA (Attachment 6) and underwriting guidelines. Both projects have been found to be eligible for the funding and worthy of consideration for application to the state’s LHTF program.

Staff is recommending that City Council approve applying to the state’s LHTF program with both proposed projects and splitting the funding equally between the two proposals.

If awarded, and after five percent of program funds and five percent of matching funds are subtracted for allowable administrative costs, each project would receive $2,755,000 million in funding.

Both projects present exciting opportunities to increase much-needed affordable housing in our community. If awarded by the state, the $2.9 million Council set aside in the SBLHTF will leverage the funding available for these two projects, with combined estimated costs totaling approximately $100 million. More importantly, this funding will help develop close to 100 new affordable housing units in the City, all of which will serve Lower-Income households in need of housing. Each development will also set aside units to provide for special-needs housing, a critically underserved population in the community.

The developers of both projects are long-time City partners with excellent histories in developing, managing, and operating affordable housing properties within the City. The majority of affordable units currently in the City exist due to their successful past developments. The City’s new Local Housing Trust Fund and RFP have attracted two well-qualified affordable housing developers and presented the City with a rare opportunity to support two eligible, exciting, and aesthetically pleasing new projects.

Supporting local experienced affordable housing developers is key to providing the community with quality units that will last for generations to come.

Details of both projects are listed below:

1. Agency: The Housing Authority of the City of Santa Barbara Project Name: 15 South Hope
Estimated Cost: $41,200,000; awarded funding will provide for construction costs Project Description: The proposed project consists of a new-construction, multifamily rental housing development totaling 46 units, to be built on a 53,910- square-foot vacant parcel, located at 15 South Hope Street. The project will encompass one building containing 17 studios, 13 one-bedrooms, and 16 twobedroom apartments, with one two-bedroom apartment set aside as unrestricted for an on-site manager. The development will have four stories, and all floors will Council Agenda Report
Authorization to Apply for Matching Funds Totaling $2.9 Million from the State’s Local Housing Trust Fund Program for Affordable Housing Projects [Resolution] September 10, 2024

Page 5 ends

be serviced by a central elevator. The project will set aside 50 percent of the units (23) to serve special-needs individuals living with developmental or mental health disabilities. The remaining 22 units will be non–special needs. The 45 affordabilityrestricted units will be reserved for households with incomes at or below 60 percent AMI, with 18 set aside for households with incomes at or below 30 percent AMI (Extremely Low-Income), 14 at or below 50 percent AMI (Very Low-Income) and 13 at or below 60 percent AMI (Low-Income).

2. Agency: People’s Self-Help Housing
Project Name: Carrillo Street Apartments
Estimated Cost: $55,252,462; awarded funding will provide for acquisition costs Project Description: The proposed project is to develop and construct 65 permanently affordable, newly constructed apartment homes on 0.71 acres. The site comprises four separate parcels: 1. 312 W. Carrillo St., 2. 316 W. Carrillo St.,

3. 1018 Placida Place (aka 1018 Placido Avenue), and 4. 318 W. Carrillo St. The 312 W. Carrillo St. and 316 W. Carrillo St. properties are currently vacant land. The 318 W. Carrillo St. property is improved with an apartment building. The 1018 Placida Pl. property is currently being used as a parking lot for the residents of the apartment building located at 318 W. Carrillo St. Development will involve demolition of existing structures and new construction of 20 studios, 42 onebedroom, and three two-bedroom units, with one unrestricted manager’s unit. All 64 affordability-restricted units will be for households with incomes at or below 60 percent AMI, with 50 percent (33 units) for incomes at or below 30 percent AMI (Extremely Low-Income), 20 units at or below 50 percent AMI (Very Low-Income), and 11 units at or below 60 percent AMI (Low-Income). The project will set aside some units for special needs populations and will provide supportive services.

Under California housing element law, special-needs populations can include persons who are elderly or disabled, female-headed households, large families, farmworkers, and people experiencing homelessness.

In the event that one of the projects listed above is unable to move forward, the other project will receive 100 percent of both the program funds and matching funds, minus five percent of program funds and five percent of matching funds for allowable administration costs, for a total of $5,510,000.

Program Funding
Because the SBLHTF was formed this past year and the City is submitting its first application to the HCD LHTF program, it is considered a “new” Local Housing Trust Fund.

Fifteen percent of NOFA funding is reserved for new Local or Regional Housing Trust Funds, which increases the likelihood that the SBLHTF will receive funding. In the event that there are insufficient applications from new Local Housing Trust Funds, the funds will be used for applications from existing Local Housing Trust Funds.

Page 6 ends

If the SBLHTF is awarded program funding from the HCD LHTF program, the funding will be provided as loans to the Projects on residual-receipt terms. These loans will have 30- year terms at three percent simple interest. Payments on the loan will be due on a residual-receipts basis, meaning no payments will be due unless the net income of the project, after payment of necessary operating expenses and debt service, is sufficient to support such payments. All repayments of principal and interest will be considered program income and will be returned to the SBLHTF to be utilized in accordance with SBLHTF guidelines.

Pursuant to the NOFA Guidelines, a Local Housing Trust Fund that receives an award under this NOFA shall not use more than five percent of the allocation and not more than five percent of matching funds for administrative costs related to the execution of eligible activities.

Long-Term Affordability
As a condition of receiving HCD LHTF program funds, housing projects require tenant income and rent restrictions imposed through a State regulatory agreement for a minimum of 55 years; however, as a condition for the City’s subsidy through the SBLHTF, a City Affordability Control Covenant Imposed on Real Property (covenant) will be recorded concurrently with the loan documents, requiring that the project remain affordable to LowerIncome households for 90 years.

The actual mix of income-limit categories that will be restricted in the Lower-Income Households range (which includes Low-, Very Low-, and Extremely Low-Income) ultimately will depend on the LHTF program award, and the covenant will be written to reflect the appropriate number in each category; however, initially all units will be restricted to tenancies of Lower-Income Households (at 60 percent AMI and below) to be awarded the maximum points in that category of the application.

Conclusion
Staff worked closely with City Council to establish the Santa Barbara Local Housing Trust Fund specifically for matching-fund opportunities like this one, and strongly recommends Council approve the application for the LHTF program. If awarded, the funding City Council set aside for this purpose will be matched dollar-for-dollar, leveraging the funding 100 percent. This is an extremely rare opportunity.

The SBLHTF and HCD LHTF program contributes to the City’s goals as outlined in the City’s General Plan 2023–2031 Housing Element, Goal 8 – Fund Affordable Housing, Policy 8.1, which states, “Identify new funding sources and strategies to support affordable housing.”
Staff requests that City Council approve applying for matching funding of $2,900,000 through HCD in response to their LHTF program NOFA. The matching funds are already Council Agenda Report
Authorization to Apply for Matching Funds Totaling $2.9 Million from the State’s Local Housing Trust Fund Program for Affordable Housing Projects [Resolution] September 10, 2024

Page 7 ends

in the SBLHTF and are eligible to apply for the proposed funding. If awarded, the funds would enable development of additional permanent affordable housing units for LowerIncome households in our community.

BUDGET/FINANCIAL INFORMATION:

On December 6, 2022, City Council allocated $2,883,548 from the Fiscal Year 2022 General Fund operating surplus to meet the matching funds requirement of establishing a Local Housing Trust Fund. This funding has earned interest and is now able to provide $2.9 million in an application to HCD for matching funds through the LHTF program. On January 23, 2024, City Council adopted Ordinance Number 6138, which established the SBLHTF, and dedicated inclusionary housing in-lieu fees collected under sections

28.43.030, 28.43.070, 28.43.130, and 30.160.070 in the Municipal Code as an ongoing revenue source for operations of the SBLHTF.

At the end of Fiscal Year 2024, there were $945,776 in available inclusionary housing inlieu funds. The recommended transfer of $500,000 of inclusionary housing in-lieu funds to the SBLHTF will reduce the available inclusionary housing in-lieu funds balance to $445,776. The recommended transfer is necessary to provide the SBLHTF with ongoing revenues sufficient to pay for the trust fund’s operating costs for a minimum of five years after the date of a program award. The Fiscal Year 2025 budget includes transfer of $100,000 of inclusionary housing in-lieu funds to the SBLHTF as an ongoing revenue source.

ATTACHMENTS: 1. Ordinance Number 6138 Establishing SBLHTF

2. Resolution Authorizing Application to HCD LHTF Program with Attachment 1.

3. Resolution for Inclusionary Revenue LHTF Transfer – FY24 Appropriation Amendment

4. Resolution to Adopt State Regulations as Underwriting Guidelines

5. SBLHTF Request for Proposals

6. HCD 2024 LHTF Notice of Funding Availability
PREPARED BY: Laura Dubbels, Housing and Human Services Manager SUBMITTED BY: Elias Isaacson, Community Development Director APPROVED BY: Kelly McAdoo, City Administrator
ORDINANCE NO. 6138

AN ORDINANCE OF THE COUNCIL OF THE CITY OF

SANTA BARBARA AMENDING THE SANTA BARBARA
MUNICIPAL CODE BY ADDING CHAPTER 26.80
ESTABLISHING THE CITi' OF SANTA BARBARA LOCAL

HOUSING TRUST FUND

THE CITY COUNCIL OF THE CITY OF SANTA BARBARA DOES ORDAIN AS FOLLOWS:

SECTION 1. Title 26 of the Santa Barbara Municipal Code is amended by adding Chapter 26.80 which reads as follows:

26.80.010 Establishment and Purpose.

In accordance with Santa Barbara Charter Section 1215, the City Council hereby establishes the City of Santa Barbara Local Housing Trust Fund ("SBLHTF"), for the purpose of utilizing and leveraging locally generated dollars for the production and preservation of affordable housing units.

26.80.020 Definitions.

The following definitions shall apply to the interpretation of this Chapter:

A. AREA MEDIAN INCOME or AMI. The most recent applicable county median family income published by the State of California Department of Housing and Community Development ("HCD").

B. ELIGIBLE PROJECT. Shall be defined as projects that are considered eligible and in compliance with the California Department of Housing and Development guidelines.

C. EXTREMELY LOW INCOME HOUSEHOLDS. Shall have the definition given in California Health & Safety Code Section 50106.

D. HCD or DEPARTMENT. Shall mean the State of California Department of Housing and Community Development.

E. HCD GUIDELINES. As adopted by HCD to implement, interpret and make specific Health and Safety Code (HSC) Sections 50842. 1, 50842. 2, 50843. 5 and 54006(f) which governs the Local hlousing Trust Fund Program.

Attachment 1
F. LOWER INCOME HOUSEHOLDS. Shall have the definition given in Health and Safety Code Section 50079.5.

G MATCHING FUNDS. Funds to the SBLHTF that are provided on an ongoing basis from both private and public contributions or public sources and that are not otherwise restricted for housing use under federal or state law.

H. MODERATE INCOME HOUSEHOLDS. Shall have the definition given in Health and Safety Code Section 50093.

I. VERY LOW INCOME. Shall have the definition given in Health and Safety Code Section 50105.

26.80.030 Funding Sources.

SBLHTF shall receive funding from the sources set forth below. SBLHTF may also receive funding from any other legally available source.

A. MATCHING FUNDS. The SBLHTF shall receive Matching Funds in the amount of $2,883,548.00, that was allocated by the City Council on December 6, 2022, from the General Fund and specifically dedicated to a local housing trust fund.

B. ONGOING REVENUE. All inclusionary housing in-lieu fees collected under Sections 28.43.030, 28.43.070, 28.43. 130, and 30. 160.070 in the Municipal Code shall be deposited in the Local Housing Trust Fund as a dedicated and continuous source for operations of the Fund for a minimum of the required first five years of the Fund's existence.

C. City Council may allocate funds as Ongoing Revenue and Matching Funds to the SBLHTF to provide additional funding as needed.

26. 80. 040 Eligible Uses of SBLHTF.

A. Monies deposited in the SBLHTF shall be used to secure Program Funds under the applicable HCD Guidelines and statutes. Program Funds and Matching Funds shall be used for payment of predevelopment costs, acquisition, construction, or rehabilitation of Eligible Projects. Monies in the SBLHTF not used as Matching Funds or as Ongoing Revenue sources, may be used in accordance with the priorities identified by the Council approved Housing Element and financing strategy to construct, acquire, rehabilitate, or subsidize Very Low, Lower, and Moderate income housing.

B. Administrative expenses of up to five percent of Program Funds and Matching Funds are permitted.

C. At least 30 percent of Program Funds and Matching Funds shall be expended on assistance to Extremely Low Income Households.

D. No more than 20 percent of Program Funds and Matching Funds, shall be expended on assistance to Moderate Income Households.

E. The remaining Program Funds and Matching Funds may be expended on assistance to Lower Income hlousing.

F. Expenditures from the SBLHTF shall be controlled, authorized, and paid in accordance with general City budgetary policies. Execution of contracts related to the use or administration of SBLHTF monies shall be in accordance with requirements expressly contained in the City's Charter, the Municipal Code, and City policy.

26.80.050 Administration of Funds.

A. Applications for funding shall be in a form approved by the Community Development Director and shall specify the Eligible Project and the number of Extremely Low, Very Low, Lower, and Moderate income housing units to be included in the Project.

The application shall include all documentation and information deemed necessary by the Director for the evaluation of the application for compliance with State HCD requirements and City Council priorities. The application process will not require a request for proposal or a NOFA application. Application requirements will be based upon compliance with the State HCD requirements and the requirements of the established City of Santa Barbara Affordable Housing Policies and Procedures Handbook. Once reviewed for compliance, the Community Development Director will then forward the application to the City Council for consideration of financial assistance from the SBLHTF.

B. The SBLHTF shall be administered by the Finance Director and applications for funding shall be submitted to the Community Development Director as described in

26. 80. 050 (A).

C. Not later than July 31 st of each year, the City shall provide the hlCD with an annual report which contains the information required by the Guidelines, as may be amended from time to time. Additionally, revenues collected, funds committed, expenditures made, and any decisions made as to requests for reductions or exceptions shall be forwarded by the Finance Director and the Community Development Director and presented to the City Council.

SECTION 2. Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Chapter or any part hereof is for any reason held to be unconstitutional, such decision shall not affect the validity of the remaining portions of this Chapter of any part hereof. The City Council declares that it would have passed each section, subsection, paragraph, sentence, clause, or phrase hereof, irrespective of the fact that any one or more sections, subsections, subdivisions, paragraphs, sentences, clauses, or phrases be declared unconstitutional.

SECTION 3. The City Council finds that, on the basis of the whole record and exercising its independent judgment, this Ordinance is not subject to environmental review pursuant to the State Guidelines for Implementation of the California Environmental Quality Act Section 15060(c)(3) pertaining to activities that will not result in a direct or reasonably foreseeable indirect change to the environment and that are not defined as a project under Section 15378. This Ordinance has no potential for resulting in physical change to the environment directly or indirectly in that it merely regulates existing physical development.

ORDINANCE NO. 6138

STATE OF CALIFORNIA
COUNTY OF SANTA BARBARA ) ss.
)

CITY OF SANTA BARBARA )
I HEREBY CERTIFY that the foregoing ordinance was introduced on January 9, 2024, and adopted by the Council of the City of Santa Barbara at a meeting held on January 23, 2024, by the following roll call vote:

AYES: Councilmembers Eric Friedman, Alejandra Gutierrez, Oscar Gutierrez, Meagan hlarmon, Mike Jordan, Kristen W. Sneddon, Mayor Randy Rowse
NOES:

ABSENT:

None
None
ABSTENTIONS: None
IN WITNESS WHEREOF, I have hereto set my hand and affixed the official seal of the City of Santa Barbara on January 23, 2024.
^\^. or^\ ^.^"^^
. ^.^;^-;"^'
Sarah German, MMC
City Clerk Services Manager
^^'^.. '"-.'\^/
HEREBY APPRO^the»fpreQ6lD^ ordinance on J ary2 , 024.
''t%^.. ^~--'-'
^^
andy Ro e
yor
1 ______________________
_________________________________________________

AUTHORIZING RESOLUTION
_____________________________________of the ___________________________________ of _________________________________________________________(“Applicant”) hereby consents to, adopts and ratifies the following resolution:

A. WHEREAS, the Department is authorized to provide up to $53 million under the Local Housing Trust Fund (“LHTF”) Program from the Veterans and Affordable Housing Bond Act of 2018 (Proposition 1) (as described in Health and Safety Code section 50842.2 et seq. (Chapter 365, Statutes of 2017 (SB 3)) (“Program”).

B. WHEREAS the State of California (the “State”), Department of Housing and Community Development (“Department”) issued a Notice of Funding Availability (“NOFA”) dated 7/9/2024 under the LHTF Program;
C. WHEREAS Applicant is an eligible Local or Regional Housing Trust Fund applying to the Program to administer one or more eligible activities using Program Funds.

D. WHEREAS the Department may approve funding allocations for the LHTF Program, subject to the terms and conditions of H&S Code Section 50842.2, the LHTF Program Guidelines, NOFA, Program requirements, the Standard Agreement and other related contracts between the Department and LHTF award recipients;
NOW THEREFORE BE IT RESOLVED THAT:

1. If Applicant receives an award of LHTF funds from the Department pursuant to the above referenced LHTF NOFA, it represents and certifies that it will use all such funds on Eligible Projects in a manner consistent and in compliance with all applicable state and federal statutes, rules, regulations, and laws, including, without limitation, all rules and laws regarding the LHTF Program, as well as any and all contracts Applicant may have with the Department (“Eligible Project”).
2 2. NOW, THEREFORE, IT IS RESOLVED: That the ____________________________________ is hereby authorized to act as the ______________ in connection with the Department's funds to Eligible Projects pursuant to the above described Notice of Funding Availability in an amount not to exceed $ (the "LHTF Award"). NOTE: Dollar amount must include amount used for administrative costs, pursuant to Section 105(b) of the Guidelines.

3. Applicant hereby agrees to match on a dollar for dollar basis the LHTF Award pursuant to Guidelines Section 104. Applicant hereby agrees to utilize matching finds on a dollar-for-dollar basis for the same Eligible Project for which Program Funds are used, as required by HSC Section 50843.5(c).

INSTRUCTION: Provide a short summary on how you commit to use the Program Funds and Matching Funds. The summary, which shall be labeled Attachment 1 shall include: (1) identification of the percent of the total funds requested that will be used for each activity/project, including Area Median Income (AMI) level; and (2) a list of the jurisdictions where the activities/projects will be delivered, in the case of any HTF that serves more than one jurisdiction. Attachment 1 MUST be incorporated into your Resolution as an attachment before it is adopted.

4. Pursuant to Attachment 1 and the Applicant’s certification in this resolution, the LHTF funds will be expended only for Eligible Projects and consistent with all program requirements.

5. Nonprofit Housing Trust Funds and Native American Tribe Housing Trust Funds agree to use Program Funds only for Eligible Projects located in cities and counties that submitted an adopted Housing Element that was found by the Department to be in compliance and that have submitted their Housing Element Annual Progress Report (APR) for the current year or prior year by the application due date.

6. Applicant shall be subject to the terms and conditions as specified in the Standard Agreement, H&S Section 50842.2 and LHTF Program Guidelines

7. _______________________________ is/are authorized to execute the LHTF Program Application, the LHTF Standard Agreement and any subsequent amendments or modifications thereto, as well as any other documents which are related to the Program or the LHTF Award to Applicant, as the Department may deem appropriate.
3 PASSED AND ADOPTED at a regular meeting of
the _________________________________________________________ this _____ day of ____________, _________ by the following vote:

AYES: _____ ABSTENTIONS: _____ NOES: ____ ABSENT: _____ Approving Officer: _______________________
Signature of Approving Officer
__________________________________________
INSTRUCTION: The attesting officer cannot be the person identified in the resolution as the authorized signor

CERTIFICATE OF THE ATTESTING OFFICER
The undersigned, Officer of _________________________ does hereby attest and certify that the ________________ Resolution is a true, full and correct copy of a resolution duly adopted at a meeting of the _____________________________________________________________, which was duly convened and held on the date stated thereon, and that said document has not been amended, modified, repealed or rescinded since its date of adoption and is in full force and effect as of the date hereof.

ATTEST: ____________________
Signature of Attesting Officer
________________________________________
Resolution No. ________
Attachment 1 for Resolution
The City of Santa Barbara Local Housing Trust Fund will commit funding to two projects within the City of Santa Barbara’s jurisdiction as follows:
1) Agency: The Housing Authority of the City of Santa Barbara Project Name: 15 South Hope
Total Funding to Project:
50% Program Funds minus 5% Administration $1,377,500
50% Matching Funds minus 5% Administration $1,377,500
Total Funding to Project: $2,755,000 toward construction costs Project Description:

The proposed project consists of a new construction multifamily rental housing development totaling 46 units, to be built on a 53,910 sq. ft. vacant parcel, located at 15 South Hope Street. The project will encompass one building containing 17 studios, 13 one-bedrooms, and 16 two-bedroom apartments with one 2-bedroom apartment set aside as unrestricted for an onsite manager. The development will have four stories, and all floors will be serviced by a central elevator. The project will set aside 50 percent of the units (23) as special needs serving individuals living with developmental or mental health disabilities. The remaining 22 units will be non-special needs. The 45 affordability restricted units will be reserved for households with incomes at or below 60% AMI, with 18 being for households with incomes at or below 30% AMI (Extremely Low-Income), 14 at or below 50% AMI (Very Low-Income) and 13 at or below 60% AMI (Low-Income). 2) Agency: People’s Self-Help Housing
Project Name: Carrillo Street Apartments
Total Funding to Project:
50% Program Funds minus 5% Administration $1,377,500
50% Matching Funds minus 5% Administration $1,377,500
Total Funding to Project: $2,755,000 toward acquisition costs Project Description:

The proposed project is to develop and construct 65 permanently affordable newly constructed apartment homes on 0.71 acres located in downtown Santa Barbara. The site is comprised of four separate parcels: 1) 312 W. Carrillo St., 2) 316 W. Carrillo St., 3) 1018 Placida Place (aka 1018 Placido Avenue), and 4) 318 W. Carrillo St. The 312 W. Carrillo St. and 316 W. Carrillo St. properties are currently vacant land. 318 W. Carrillo St. is improved with an apartment building.

The 1018 Placida Place property is currently being used as a parking lot for the residents of the apartment building located at 318 W. Carrillo St. Development will involve demolition of existing structures and new construction of 20 studios, 42 one bedrooms and 3 two-bedroom units (1 unrestricted for a manager’s unit). All 64 affordability restricted units will be for households with incomes at or below 60% AMI, with 50 percent (33 units) for incomes at or below 30% AMI (Extremely Low-Income), 20 units at or below 50% AMI (Very Low-Income), and 11 units at or below 60% AMI (Low-Income). The project will also set aside units to serve special needs populations and will provide supportive services. Under California housing element law, special needs populations can include persons who are elderly or disabled, female headed households, large families, farmworkers, and people experiencing homelessness.

In the event that one of the projects listed above is unable to move forward, then 100 percent of both the Program Funds and Matching Funds minus five percent of Program Funds and five percent of Matching Funds for allowable administration costs, for a total of $5,510,000, will be provided to the other project.

Attachment 3
RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF

SANTA BARBARA, AUTHORIZED TO ACT AS MANAGER

OF THE CITY OF SANTA BARBARA LOCAL HOUSING
TRUST FUND, AMENDING RESOLUTION NO. 23-076,
ADOPTING THE BUDGET FOR FISCAL YEAR 2024, TO
APPROVE AN INCREASE IN FISCAL YEAR 2024

EXPENDITURE APPROPRIATIONS IN THE COMMUNITY

DEVELOPMENT GENERAL FUND IN THE AMOUNT OF
$500,000 AND APPROVE AN INCREASE IN FISCAL YEAR
2024 REVENUE APPROPRIATIONS IN THE LOCAL
HOUSING TRUST FUND IN THE AMOUNT OF $500,000

FUNDED BY INCLUSIONARY HOUSING IN-LIEU FEES TO

PROVIDE THE LOCAL HOUSING TRUST FUND WITH

ONGOING REVENUES SUFFICIENT TO PAY FOR THE
TRUST FUND’S OPERATING COSTS FOR A MINIMUM OF
FIVE YEARS AFTER THE DATE OF A PROGRAM AWARD.

WHEREAS, in accordance with the City Charter, the City Administrator filed with the Council a proposed budget for the fiscal year beginning July 1, 2023; and WHEREAS, the City Council is required to adopt a budget before the beginning of the fiscal year on July 1, 2023; and
WHEREAS, the City Charter provides that at any public meeting after the adoption of the budget, the City Council may amend or supplement the budget by motion adopted by the affirmative votes of at least a majority of the total members of the City Council; and WHEREAS, as authorized by Resolution No. 23-076, this Resolution approves the amendment to the budget as provided herein.

NOW THEREFORE, be it resolved by the Council of the City of Santa Barbara that in accordance with the provisions of Section 1205 of the City Charter, the budget for the fiscal year 2024, as adopted [or amended] by Resolution No. 23-076, is hereby amended as follows:

1. City Council approves of appropriating available General Fund Inclusionary Housing In-Lieu fee reserve funds in Fiscal Year 2024 in the amount of $500,000 in order to fund a transfer to the Local Housing Trust Fund to provide ongoing revenues sufficient to pay for the trust fund’s operating costs for a minimum of five years after the date of a program award.

RESOLUTION NO.

A RESOLUTION OF THE COUNCIL OF THE CITY OF

SANTA BARBARA, AUTHORIZED TO ACT AS MANAGER

OF THE CITY OF SANTA BARBARA LOCAL HOUSING
TRUST FUND, ADOPTING THE 2017 CALIFORNIA CODE
OF REGULATIONS TITLE 25, DIVISION 1, CHAPTER 7,
SUBCHAPTER 19, COMMENCING WITH SECTION 8300

UNIFORM MULTIFAMILY REGULATIONS AS THE

UNDERWRITING GUIDELINES FOR THE SANTA
BARBARA LOCAL HOUSING TRUST FUND.

WHEREAS, the City Council has authorized an application to be submitted to the California Department of Housing and Community Development Local Housing Trust Fund (LHTF) Program for consideration of award of Matching Funds with the Santa Barbara Local Housing Trust Fund (SBLHTF) in the amount of $2.9 million; and WHEREAS, the City Council hereby adopts the 2017 California Code of Regulations Title 25, Division 1, Chapter 7, Subchapter 19, Commencing with Section 8300 Uniform Multifamily Regulations as the underwriting guidelines for the Santa Barbara Local Housing Trust Fund; and
NOW THEREFORE, be it resolved by the Council of the City of Santa Barbara, authorized to act as the manager of the City of Santa Barbara Local Housing Trust Fund, that in accordance with the provisions of Section 1205 of the City Charter, the SBLHTF project underwriting guidelines are hereby adopted as follows:

1. City Council approves of the adoption of the 2017 California Code of Regulations Title 25, Division 1, Chapter 7, Subchapter 19, Commencing with Section 8300 Uniform Multifamily Regulations as the underwriting guidelines for the SBLHTF.(Exhibit A attached hereto and incorporated herein by reference.) Attachment 4

California Code of Regulations
Title 25, Division 1
Chapter 7
Subchapter 19
Commencing with Section 8300
Effective date: November 15, 2017
Section 8300. Purpose and Scope........................................................................2 Section 8301. Definitions . .....................................................................................2 Section 8302. Restrictions on Demolition. ............................................................6 Section 8303. Site Control Requirements and Scattered Site Projects.................7 Section 8304. Unit Standards. ..............................................................................8 Section 8305. Tenant Selection. ...........................................................................9 Section 8306. Tenant Recertification. .................................................................12 Section 8307. Rental Agreement and Grievance Procedure. .............................12 Section 8308. Operating Reserves. ....................................................................14 Section 8309. Replacement Reserves................................................................16 Section 8310. Underwriting Standards................................................................18 Section 8311. Limits on Development Costs. .....................................................21 Section 8312. Developer Fee. ............................................................................22 Section 8313. Program Compatibility.................................................................24 Section 8313.1 Funding Source Surpluses........................................................24 Section 8313.2 Special Purpose Entity(ies). .......................................................25 Section 8314. Use of Operating Cash Flow. ......................................................26 Section 8315. Subordination Policy. ...................................................................29 Section 8316. Leasehold Security.......................................................................32 Section 8317. Restructuring Transaction Fees. ..................................................34 Section 8318. Federal Loan Extensions. ............................................................35 Uniform Multifamily Regulations 11/15/2017 Page 1 of 35 Exhibit A

Section 8300. Purpose and Scope.
(a) These regulations provide uniform standards and program rules for multifamily rental housing developments assisted by the Department of Housing and Community Development.
(b) When expressly incorporated by reference, some or all of the provisions of this Chapter shall apply to: the Joe Serna, Jr.

Farmworker Housing Grant (JSJFWHG) Program (Chapter 7,
subchapter 3, commencing with Section 7200); the Multifamily Housing Program (MHP) (Chapter 7, subchapter 4, commencing with Section 7300); and the HOME Investment Partnerships (HOME) Program (Chapter 7, subchapter 17, commencing with Section 8200). These regulations interpret and make specific the following statutes applicable to these programs: Health and Safety Code Division 31, Part 3.2, Chapter 2 (commencing with Section 50517.5), Chapter 6.7 (commencing with Section 50675), and Chapter 16 (commencing with Section 50896).
(c) The 2017 adoptions and amendments to subchapter 19 shall be effective on November 15, 2017 and shall apply prospectively to all standard agreements between the Department and Sponsors that are executed or amended on or after the foregoing effective date and are governed by the authorities set forth in subsection (b).

These agreements are subject to the standard contract format referenced in the California State Contracting Manual.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(2), 50675.1(d), 50675.11 and 50896.3(b), Health and Safety Code. Reference:

Sections 50517.5, 50675, 50896, 50896.1 and 50896.3, Health and Safety Code; and 24 CFR part 92.

Section 8301. Definitions.

The following definitions govern this subchapter.
(a) "Assisted Unit" means a Unit that is subject to the Program’s rent and/or occupancy restrictions as a result of the financial assistance provided by the Program, as specified in the Regulatory Agreement.
(b) “CalHFA” means the California Housing Finance Agency. (c) “Commercial Space” means any nonresidential space located in or on the property of a Rental Housing Development that is, or is Uniform Multifamily Regulations 11/15/2017 Page 2 of 35

proposed to be, rented or leased by the owner of the Project, the income from which shall be included in Operating Income. (d) “CPI” means the Consumer Price Index for All Urban Consumers, West Region, All Items, as published by the Bureau of Labor Statistics, United States Department of Labor.
(e) “Debt Service Coverage Ratio" means the ratio of (1) Operating Income less the sum of Operating Expenses and required reserves to (2) debt service payments, excluding voluntary prepayments and non-mandatory debt service. In calculating Debt Service Coverage Ratio, the Department may include all Operating Income, and may exclude Operating Income that cannot be reasonably underwritten by lenders making amortized loans or that is approved by the Department to be deposited into a reserve account to defray projected operating deficits.
(f) "Department" means the Department of Housing and Community Development.
(g) “Developer Fee” means the same as the definition of that term in California Code of Regulations, Title 4, Section 10302. (h) "Distributions" means the amount of cash or other benefits received from the operation of a Rental Housing Development and available to be distributed pursuant to Section 8314 to the Sponsor or any party having a beneficial interest in the Sponsor or the Project, after payment of all due and outstanding obligations incurred in connection with the Rental Housing Development. Distributions do not include payments for: deferred Developer Fee up to the limit set forth in Section 8312, approved partnership and asset management fees, mandatory debt service, approved reserve accounts established to prevent tenant displacement resulting from the termination of rent subsidies, operations, maintenance, payments to approved reserve accounts, land lease payments to parties that do not have a beneficial interest in the Sponsor entity, or payments for property management or other services as set forth in the Regulatory Agreement for the Rental Housing Development.

Distributions include releases to the Sponsor or any other party of reserve funds, where the use of these funds have not been approved by the Department for Project costs.
(i) “Eligible Households” for MHP means “eligible household” as defined in Section 7301, for HOME this term means the same as “low income families” as defined in 24 CFR 92.2, and for JSJFWHG Uniform Multifamily Regulations 11/15/2017 Page 3 of 35

this term means the same as “agricultural household” as defined in Section 7202.
(j) “Native American Lands” means real property located within the geographic boundary of the State of California that meets both the following criteria: it is trust land for which the United States holds title to the tract or interest in trust for the benefit of one or more Indian tribes or individual Indians, or is restricted Indian land for which one or more tribes or individual Indians holds fee title to the tract or interest but can alienate or encumber it only with the approval of the United States; and the land may be leased for housing development and residential purposes under federal law. (k) "Operating Expenses" means the amount approved by the Department that is necessary to pay for the recurring expenses of the Project, such as utilities, maintenance, management, taxes, licenses, and Supportive Services Costs, but not including debt service or required reserve account deposits.
(l) "Operating Income" means all income generated in connection with operation of the Rental Housing Development including rental income for Assisted Units and non-Assisted Units, rental income for Commercial Space or commercial use, laundry and equipment rental fees, rental subsidy payments, and interest on any accounts, other than approved reserve accounts, related to the Rental Housing Development. "Operating Income" does not include security and equipment deposits, payments to the Sponsor for Supportive Services not included in the Department-approved operating budget, cash contributed by the Sponsor, or tax benefits received by the Sponsor.
(m) "Program" means the Department funding program or programs providing assistance to the Project.
(n) "Project" means a Rental Housing Development, and includes the development, the construction or rehabilitation, and the operation thereof, and the financing structure and all agreements and documentation approved in connection therewith.
(o) “Regulatory Agreement” means the written agreement between the Department and the Sponsor that will be recorded as a lien on the Rental Housing Development to control the use and maintenance of the Project, including restricting the rent and occupancy of the Assisted Units.

Uniform Multifamily Regulations 11/15/2017 Page 4 of 35

(p) "Rental Housing Development" means a structure or set of structures which collectively contains 5 or more Units (except that HOME projects may contain fewer than 5 Units.). “Rental Housing Development” does not include any “health facility” as defined by Section 1250 of the Health and Safety Code or any “alcoholism or drug abuse recovery or treatment facility” as defined by Section 11834.02 of the Health and Safety Code.
(q) “Restricted Unit” means any Assisted Unit and any Unit that is subject to Rent and occupancy restrictions that are comparable to those applicable to Assisted Units. Restricted Units include Units subject to a TCAC regulatory agreement, and all Units subject to similar long-term, low-income or occupancy restrictions imposed by other public agencies.
(r) "Rural Area" means the same as defined in Section 50199.21 of the Health and Safety Code.
(s) “Sponsor” means the legal entity or combination of legal entities with continuing control of the Rental Housing Development. Where the borrowing entity is or will be organized as a limited partnership, Sponsor includes the general partner or general partners who have effective control over the operation of the partnership, or, if the general partner is controlled by another entity, the controlling entity.

Sponsor does not include the seller of the property to be developed as the Project, unless the seller will retain control of the Project for the period of time necessary to ensure Project feasibility as determined by the Department.
(t) “Supportive Services” means social, health, educational, income support and employment services and benefits, coordination of community building and educational activities, individualized needs assessment, and individualized assistance with obtaining services and benefits.
(u) “Supportive Services Costs” means the costs of providing tenants service coordination, case management, and direct resident and Supportive Services. It includes:
(1) the cost of providing tenants with information on and referral to social, health, educational, income support and employment services and benefits, coordination of community building and educational activities, individualized needs assessment, and individualized assistance with obtaining services and benefits; Uniform Multifamily Regulations 11/15/2017 Page 5 of 35

(2) salaries, benefits, contracted services, telecommunication expenses, travel costs, supplies, office expenses, staff training, maintenance of on-site equipment used in services programs, such as computer labs, incidental costs related to resident events, and other similar costs approved by the Department. (v) “TCAC" means the California Tax Credit Allocation Committee. (w) "Transitional Housing" means a Rental Housing Development operating under programmatic constraints that require the termination of assistance after a specified time or event, in no case less than 6 months after initial occupancy, and the re-renting of the Assisted Unit to another eligible participant.
(x) “Unit” means a residential Unit that is used as a primary residence by its occupants, including efficiency Units, residential hotel units, and units used as Transitional Housing.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5, 50675, 50675.1(c), 50675.2 and 50896.1(a), Health and Safety Code; and 24 CFR part 92.

Section 8302. Restrictions on Demolition.
(a) Proposed projects involving new construction and requiring the demolition of existing residential Units are eligible only if the number of bedrooms in the new Project is at least equal to the total number of bedrooms in the demolished structures. The new Units may exist on separate parcels provided all parcels are part of the same Rental Housing Development meeting the requirements of Section 8303(b).
(b) The Department may approve exceptions to subsection (a) where it determines that such exceptions will substantially improve the livability of the remaining units, or serve some other compelling public policy objective. For example, it may approve a reduction in the number of single room occupancy (SRO) units where
necessary to add private cooking and bathing facilities, or a reduction in the number of bedrooms in public housing necessary to meet federal requirements.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(a)(1), 50517.5(d)(3), 50675.4, 50675.7 and 50896.1(a), Health and Safety Code; and 24 CFR Section 92.353(a).

Uniform Multifamily Regulations 11/15/2017 Page 6 of 35

Section 8303. Site Control Requirements and Scattered Site Projects. (a) At the time of application, a Sponsor must have site control of the of the proposed Project property, in the name of the Sponsor or an entity controlled by the Sponsor, by one of the following means:
(1) fee title, which, for tribal trust land, may be evidenced by a title status report or an attorney’s opinion regarding chain of title and current title status;
(2) a leasehold interest on the Project property with provisions that enable the lessee to make improvements on and
encumber the property provided that the terms and
conditions of any proposed lease shall permit, prior to loan closing, compliance with all Program requirements, including compliance with Section 8316;
(3) an enforceable option to purchase or lease which shall extend through the anticipated date of the Program award as specified in the Notice of Funding Availability (NOFA); (4) a disposition and development agreement with a public agency;
(5) an agreement with a public agency that gives the Sponsor exclusive rights to negotiate with that agency for acquisition of the site, provided that the major terms of the acquisition have been agreed to by both parties; or
(6) a land sales contract, or other enforceable agreement for the acquisition of the property.
(b) If the Project has multiple contiguous or non-contiguous sites, the configuration of those sites must satisfy all provisions of the statutes governing the applicable Department funding program or programs, and meet the following additional requirements:
(1) all of the developments on the various sites must have a single owner and property manager at the time of the closing of the Department loan, with the exception of any nonresidential condominium units; (2) the debt and associated security instruments of all lenders senior to the Department must be the same for all sites, and multiple senior lenders shall not be allowed;
Uniform Multifamily Regulations 11/15/2017 Page 7 of 35

=
(3) there must be a single annual report, schedule of rental income, and annual audit of project operations covering all sites;
(4) the Department must be secured against all sites, with lien priority relative to local public agency lenders and use of cash flow available for residual receipt loan payments
determined in accordance with Section 8314(a)(2)(A) and (B) of these regulations (with each lender’s share of residual receipts proportionate to their share of total Department and local government assistance for the entire multi-site project); and
(5) the Department must be named on applicable insurance policies subject to the Department’s approval covering all sites, including but not limited to title insurance policies and other policies with coverage for hazard and liability insurance for the Rental Housing Development, including flood
insurance, if applicable. The Department shall be named as a loss payee or an additional insured on all such policies.

Such policies also shall provide for notice to the Department in the event of any lapse of coverage and in the event of any claim thereunder. Insurance must be obtained and
maintained for the term of the Department’s program loan.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(d)(4)(A), 50675.6, 50675.7(c)(3) and 50896.1(a), Health and Safety Code; 42 U.S.C. Section 5304(b); and 24 CFR Section

92.35(a).

Section 8304. Unit Standards.
(a) Restricted Units shall not differ substantially in size or amenity level from non-Restricted Units with the same number of bedrooms, and Units shall not differ in size or amenity level on the basis of incomelevel restrictions. Restricted Units shall not be segregated from non-Restricted Units, and Units shall not be segregated from each other on the basis of income-level restrictions. Within these limits, Sponsors may change the designation of a particular Unit from Assisted to non-Assisted or from one income-restriction to another over time. For Projects involving rehabilitation or conversion, the Department may permit certain Units to be designated as exclusively market-rate Units where necessary for fiscal integrity and where all other Program requirements are satisfied.

Uniform Multifamily Regulations 11/15/2017 Page 8 of 35

(b) For the full loan term, the number, size, type, and amenity level of Assisted Units shall not be fewer than the number nor different from the size, type and amenity level described in the Regulatory Agreement.
(c) For projects assisted by MHP, the number of Assisted Units shall equal the number of Restricted Units to the extent allowed by the requirements of Article XXXIV of the California Constitution.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(c), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(d)(4)(A), 50517.5(d)(5), 50517.5(e)(2), 50675.1(c), 50675.2(b), 50675.7, 50675.8 and 50896.1(a), Health and Safety Code; and 24 CFR Sections 92.252(e) and 92.504(c).

Section 8305. Tenant Selection.
(a) Sponsors shall select only Eligible Households as tenants of vacant Assisted Units, using procedures approved by the Department that include:
(1) reasonable criteria for selection or rejection of tenant applications which shall not discriminate in violation of any federal, state or local law governing discrimination, or any other arbitrary factor;
(2) prohibition of local residency requirements;
(3) prohibition of local residency preferences, except where there is evidence satisfactory to the Department that the preference as applied will comply with fair housing law and:
(A) where accompanied by an equal preference for
employment in the local area and applied to areas not
smaller than municipal jurisdictions or recognized
communities within unincorporated areas, or
(B) where a local ordinance grants a preference to
neighborhood residents who have been or are about
to be displaced;
(4) tenant selection procedures that include the following components, and that are available to prospective tenants upon request:
(A) selection of tenants based on order of application, lottery or other reasonable method approved by the
Uniform Multifamily Regulations 11/15/2017 Page 9 of 35

Department, including priority status under a local
coordinated entry (also known as centralized or
coordinated assessment, or coordinated access)
system established pursuant to federal regulations
governing the Continuum of Care program, 24 Code
of Federal Regulations, Part 578 (June 6, 2017)
hereby incorporated by reference;
(B) does not encourage or require applicants to wait in a physical line;
(C) notification to tenant applicants of eligibility for residency and, based on turnover history for Units in
the Rental Housing Development, the approximate
date when a Unit may be available;
(D) notification of tenant applicants who are found
ineligible to occupy an Assisted Unit of their
ineligibility and the reason for the ineligibility, and of their right to appeal this determination;
(E) maintenance of a waiting list of applicant households eligible to occupy Assisted Units and Units designated
for various tenant income levels, which shall be made
available to prospective tenants upon request;
(F) targeting specific Special Needs Populations (“Special Needs Populations” has the same meaning as
defined in Section 7301(s)) in accordance with the
Regulatory Agreement and applicable laws; and
(G) affirmative fair housing marketing procedures as
specified in the Affirmative Fair Housing Marketing
Plan Compliance Regulations of the United States
Department of Housing and Urban Development, 24
CFR part 200.620 (a)-(c), or similar affirmative fair
marketing housing plan as approved by the
Department.
(b) Sponsors shall rent vacant units to households with no less than the number of people specified in the following schedule:

Uniform Multifamily Regulations 11/15/2017 Page 10 of 35

Unit Size Minimum Number of Persons in
Household
SRO 1
0-BR 1
1-BR 1
2-BR 2
3-BR 4
4-BR 6
5-BR 8
Exceptions:
(1) Live-in aids may be allocated a separate bedroom.
(2) A separate bedroom may be allocated as a reasonable accommodation for individuals with disabilities who have a need for such an accommodation.
(3) For units covered under Housing Choice Vouchers or
project-based Section 8 rental assistance contracts,
Sponsors may defer to the local housing authority’s
determination of appropriate unit occupancy.

A Sponsor may assign tenant households to Units of sizes other than those indicated as appropriate in the table and exceptions listed above if the Sponsor reasonably determines that special circumstances warrant such an assignment and the reasons are documented in the tenant's file. The Sponsor’s determination is subject to approval by the Department. Through the Project’s tenant selection or management plan, a Sponsor may receive advance Department approval of additional categorical exceptions. (c) The Department may approve exceptions to the requirements of this section for Projects located on Native American Lands, based on the unique legal requirements applicable to Native American Lands.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(a)(1), 50517.5(d)(3), 50517.5(d)(5), 50517.5(e)(2), 50675.1(c), 50675.8(a)(1) and 50896.1(a), Health and Safety Code; and 24 CFR Sections 92.303, 92.350 and 92.351.

Uniform Multifamily Regulations 11/15/2017 Page 11 of 35

Section 8306. Tenant Recertification.
(a) The Sponsor shall annually recertify household size and income for Assisted Units.
(b) If at the time of recertification, a tenant's household size has changed and no longer meets the occupancy standards pursuant to the previous section, the Sponsor may require the tenant household to move to the next available appropriately sized Unit.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(c), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(a)(1), 50517.5(d)(3), 50517.5(d)(5), 50517.5(e)(2), 50675.1(c), 50675.8(a)(1) and 50896.1(a), Health and Safety Code, and 24 CFR Sections 92.303, 92.350 and 92.351.

Section 8307. Rental Agreement and Grievance Procedure. (a) All rental or occupancy agreements for Assisted Units are subject to Department approval and shall include:
(1) provisions requiring good cause for termination of tenancy.

One or more of the following constitutes "good cause":
(A) failure by the tenant to maintain applicable eligibility requirements under the Program or other eligibility
requirements as approved by the Department;
(B) material noncompliance by the tenant with the lease, including one or more substantial violations of the
lease or habitual minor violations of the lease which:

1. adversely affect the health and safety of any
person or the right of any tenant to the quiet
enjoyment of the leased premises and related
Project facilities;

2. substantially interfere with the management,
maintenance, or operation of the Rental
Housing Development; or

3. result from the failure or refusal to pay, in a
timely fashion, Rent or other permitted charges
when due. Failure or refusal to pay in a timely
fashion is a minor violation if payment is made
during the 3-day notice period;
Uniform Multifamily Regulations 11/15/2017 Page 12 of 35

(C) material failure by the tenant to carry out obligations under federal, state or local law;
(D) subletting by the tenant of all or any portion of the Assisted Unit;
(E) any other action or conduct of the tenant constituting significant problems which can be reasonably
resolved only by eviction of the tenant, provided that
the Sponsor has previously notified the tenant that the conduct or action in question would be considered
cause for eviction. Examples of action or conduct in
this category include the refusal of a tenant, after
written notice, to accept reasonable rules or any
reasonable changes in the lease or the refusal to
recertify income or household size; or
(F) for Transitional Housing, the end of the maximum
term prescribed for tenant occupancy by the Program
operated in a particular Transitional Housing Project.
(2) a provision requiring that the facts constituting the grounds for any eviction be set forth in the notice provided to the tenant pursuant to state law;
(3) notice of grievance procedures for hearing complaints of tenants and appeal of management action; and
(4) a requirement that the tenant annually recertify household income and size.
(b) The Sponsor shall adopt an appeal and grievance procedure to resolve grievances filed by tenants and appeals of actions taken by Sponsors with respect to tenants' occupancy in the Rental Housing Development, and prospective tenants' applications for occupancy.

The Sponsor’s appeal and grievance procedure shall be subject to Department approval and, at a minimum, shall include the following:
(1) a requirement for delivery to each tenant and applicant of a written copy of the appeal and grievance procedure;
Uniform Multifamily Regulations 11/15/2017 Page 13 of 35

(2) procedures for informal dispute resolution;
(3) a right to a hearing before an impartial body, which shall consist of one or more persons with the power to render a final decision on the appeal or grievance; and
(4) procedures for the conduct of an appeal or grievance hearing and the appointment of an impartial hearing body.
(c) Neither utilization of, nor participation in any of the appeal and grievance procedures shall constitute a waiver of or affect the rights of the tenant, prospective tenant, or Sponsor to a trial de novo or judicial review in any judicial proceeding which may thereafter be brought in the matter.
(d) This section shall not be construed to pre-empt or supersede requirements established by local government which further limit good cause for eviction.
(e) For Projects located on Native American Lands, the Department may approve exemptions to the requirements of this section, based on the unique legal requirements applicable to Native American Lands.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(d)(3), 50517.5(d)(5), 50517.5(e)(2), 50675.8(a)(1), 50675.8(a)(2) and 50896.1(a), Health and Safety Code; and 24 CFR Sections

92.253 and 92.303.

Section 8308. Operating Reserves.

The Sponsor shall establish an operating reserve for the purpose of defraying operating shortfalls resulting from Department-approved Operating Expenses exceeding Operating Income beyond the rent-up period.
a) Withdrawals from the operating reserve shall require prior written approval of the Department. Should the Department fail to take action on a request for an eligible withdrawal from the operating reserve within 30 days from documented receipt of the request, that request shall be deemed approved.
b) The initial deposit to the operating reserve shall be funded from development funding sources in an amount determined by the Department, which shall be not less than the total of the following:
4 months of projected Operating Expenses (excluding the cost of on-site Supportive Services coordination), 4 months of required Uniform Multifamily Regulations 11/15/2017 Page 14 of 35

replacement reserve deposits, and 4 months of non-contingent debt service. For projects with tax credits, the requirement shall be 3 months of these items. In setting the initial funding requirement, the Department shall consider factors including, but not limited to the projected level of Project cash flow, the adequacy of the operating budget, Project location, local market characteristics, the number of sites, and Project design.
c) Sponsor shall fully replace any withdrawals from the Operating Reserve, up to the minimum initial deposit amount specified in subsection (b) above, as may be modified in accordance with subsection (d) or (e) below, using available cash flow prior to use of any cash flow to pay deferred Developer Fee, partnership management or similar fees, or Distributions.
d) In the absence of some extraordinary occurrences, such as litigation affecting the project or construction defects, and upon occurrence of both of the following events, the Department shall reduce the required minimum balance: (i) operation at a debt service coverage ratio of 1.15 or greater for 5 years; and (ii) operation at an Operating Expense coverage ratio of 1.08, where Operating Expense ratio is defined to equal effective gross income, less required replacement reserve deposits and non-contingent debt service, divided by total Operating Expenses, not including the approved cost of Supportive Services coordination.
e) The Department may agree with other financing sources to allocate authority regarding amounts deposited into or withdrawn from the Operating Reserve, where the Department determines that such arrangement would not jeopardize the fiscal integrity of the Project and the minimum reserve requirements would be maintained. For Projects subject to direct federal loan or grant programs, including the Native American Housing Assistance and Self Determination Act programs, or receiving a permanent loan from CalHFA, the Department may also defer to the operating reserve requirements of these agencies during the time such projects are regulated by a federal agency or CalHFA, and not require deposits in the amounts specified in subsection (b).
f) Where all Project development funding sources are legally precluded from using their funds to capitalize the operating reserve as required by subsection (b), the Sponsor may fund this account out of Operating Income, provided that cash flow is sufficient to reasonably ensure that the required balance can be accumulated within six years of initial occupancy.

Uniform Multifamily Regulations 11/15/2017 Page 15 of 35

=
g) In no event shall this reserve balance be used to fund limited partner exit costs, except for amounts in excess of the reserve balance required by the Department.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5, 50675.5(b)(8) and 50896.1(a), Health and Safety Code.

Section 8309. Replacement Reserves.

The Sponsor shall establish a replacement reserve to repair or replace failed or damaged capital items and to cover extraordinary maintenance expenses, as approved by the Department. Extraordinary maintenance expenses are expenses for infrequent major repairs and replacements of building components too costly to be absorbed by the Project’s annual operating budget. In no event shall this reserve be used to fund limited partner exit costs. (a) Withdrawals from the replacement reserve shall require prior written approval of the Department. Should the Department fail to take action on a request for an eligible withdrawal from the replacement reserve within 30 days of documented receipt of the request, that request shall be deemed approved.
(b) The replacement reserve shall be funded from Operating Income, development sources or a combination of Operating Income and development sources.
(1) For new construction or conversion Projects, the initial amount of annual deposits to the replacement reserve
account shall be equal to at least the lesser of 0.6% of estimated construction costs associated with structures in the Project, excluding construction contingency and general contractor profit, overhead and general requirements, or $500 per unit. However, the Department may approve a
different amount based on the results of a third-party reserve analysis, which it may require, or other reliable indicators of the need for replacement reserve funds over the initial 20 years of operation, or, in the case of transactions involving restructuring of existing Department loans, 20 years of operations after the restructuring.
(2) For rehabilitation Projects, the initial amount of annual deposits to the replacement reserve account shall be
determined by the Department based on the results of a
third-party physical needs assessment or other reliable indicators of the need for replacement reserve funds over Uniform Multifamily Regulations 11/15/2017 Page 16 of 35

the initial 20 years of operation. In its initial underwriting, in the absence of an approved physical needs assessment or other reliable indicators of the need for replacement reserve funds, the Department may assume that the initial amount of annual deposits shall be $500 per unit.
(3) The Department may periodically adjust the amount of required deposits to the replacement reserve for a particular Project based on the results of reserve analysis or other reliable indicators of the need for replacement reserve funds over time.
(4) The Department may agree with other financing sources to allocate authority regarding amounts deposited into or
withdrawn from the replacement reserve, where the
Department determines that such arrangement would not
jeopardize the fiscal integrity of the Project and the minimum reserve requirements would be maintained. For Projects
subject to direct federal loan or grant programs, including Native American Housing Assistance and Self Determination Act programs, or receiving a permanent loan from CalHFA, the Department may also defer to the replacement reserve requirements of these agencies during the time such
projects are regulated by a federal agency or CalHFA.
(5) If the Department requires a reserve analysis because the Department determines the reserve is inadequate due to
annual replacement costs exceeding or being reasonably
likely to exceed the amounts deposited to the reserve, or due to a request by the Sponsor to adjust the required
reserve amount, the analysis must result in a due diligence report that examines the current physical conditions at property(ies), specifies repairs or replacements needed immediately, and budgets for the long-term capital repair and replacement needs during the life of an asset, such as the results of using the Capital Needs Assessment eTool,
developed by the U.S. Department of Housing and Urban
Development.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(d)(1), 50675.5(b)(8) and 50896.1(a), Health and Safety Code.

Uniform Multifamily Regulations 11/15/2017 Page 17 of 35

Section 8310. Underwriting Standards.

In analyzing Project feasibility, the Department shall, at a minimum, utilize the following assumptions and criteria:
(a) Residential vacancy rates shall be assumed to be 5%, unless a different figure is required by another funding source (including TCAC) or supported by compelling market evidence.
(b) Vacancy rates for Commercial Space shall be assumed to be 50%, except the Department may use the vacancy loss assumption of the Project’s senior lender or equity investor under either of the following circumstances:
(1) where the commercial income is guaranteed by the
Sponsor through a long-term master lease and the
amount of the Sponsor’s annual master lease
payment is both:
(A) less than one percent of the Sponsor’s cash
and cash equivalent current assets; and
(B) less than or equal to the projected commercial
income, as evidenced by a market study or
appraisal commissioned by the first lien lender
or equity investor, and reflected in the final pro
forma approved by the first lien lender or equity
investor; or
(2) where the Commercial Space has been leased to a
national or regional firm widely recognized by the
general public, and the term of the lease extends at
least five years past the projected date of construction completion.
(c) Total Operating Expenses (not including property taxes or the approved costs of on-site service coordination) shall not be less than those specifically listed in California Code of Regulations, Title 4, Section 10327 as minimum Operating Expenses (without the reduction allowed by those regulations for bond-financed projects).

The Department may project higher Operating Expenses where warranted by the experience of comparable properties and particular building characteristics, such as the nature of the tenant population or the level of rehabilitation. Prior to loan closing, the Department may approve total Operating Expenses that are less than those specified in Section 10327, supra, only if the Project has Uniform Multifamily Regulations 11/15/2017 Page 18 of 35

an extraordinary design feature, such as its own electrical generation system, which results in a quantifiable operating cost savings as documented by a qualified third party.
(d) All Operating Expenses, including property management fees, shall be within the normal market range, as periodically determined by the Department in surveys or based on costs observed in its portfolio.
(e) The first year Debt Service Coverage Ratio shall not be:
(1) less than 1.10:1 or
(2) greater than 1.20:1, except where a higher first-year ratio is necessary to:
(A) project first-year cash flow after debt service and required reserve deposits equal to or less than 12
percent of operating expenses;
(B) meet the requirements of subsection (i);
(C) meet CalHFA’s standard underwriting requirements or those of a direct federal lending program; or
(D) project a positive cash flow over 20 years, using the assumptions specified in subsection (i).

In applying the requirements of subsections (e)(1) and (e)(2), the annual MHP Program loan payment of 0.42% will be considered debt service.

The Department may modify the application of these requirements on a case-by-case basis for Projects receiving operating or rental subsidies structured to allow for breakeven operation, or for operation at a level of cash flow that differs from that resulting from application of these requirements in order to meet the cash flow obligations in this subsection.
(f) Balloon payments are not allowed on senior debt, except where the Department’s affordability covenant or regulatory agreement (collectively “Use Restriction”) is recorded in a position that is senior to the debt with a balloon payment. Any such Use Restriction may include provisions that, upon foreclosure of the debt instrument securing such debt, allow the Use Restriction to be amended to delete any portion of the Use Restriction that is not Uniform Multifamily Regulations 11/15/2017 Page 19 of 35

necessary to ensure the continued restriction of the project to the same affordability level for all occupants, rents or amounts charged pursuant thereto, reporting requirements not related to tenant occupancy and affordability, and level of operations and maintenance (collectively, the “Affordability Provisions”). The Sponsor may also include an executory provision in the original Use Restriction that immediately limits the effect of the Use Restriction to only those set forth in the Affordability Provisions.

Furthermore, in the event project-based rental assistance is terminated, the Affordability Provisions may include a provision allowing rents to increase to the minimum extent required for fiscal integrity, as defined in Section 7301(g), but not in any event shall rents exceed 30% of 50% of area median income, as such area median income is determined by the U. S. Department of Housing and Urban Development, adjusted by bedroom count by TCAC pursuant to 26 U.S. Code Section 42(g)(2)(C) with the annually published TCAC Income Limits and Maximum Rents posted on the TCAC website.
(g) Balloon payments are allowed on junior debt during the term of the Program loan only where the Department determines that the balloon payment will not jeopardize project feasibility. (h) Variable interest rate debt shall be underwritten at the ceiling interest rate, unless the Department determines that using a lower interest rate assumption will not jeopardize project feasibility. (i) The Project must demonstrate a positive cash flow for 15 years, using income and expenses increase rate assumptions specified in California Code of Regulations, Title 4, Section 10327. If projected Project income includes rental assistance or operating subsidy payments under a renewable contract, the Department may assume that this contract will be renewed, where the renewal of the rental assistance or operating subsidy is likely.
(j) Where the Department is providing construction-period financing, the minimum budgeted construction contingency shall be 5 percent of construction costs for new construction projects and 10 percent of construction costs for rehabilitation and conversion projects. (k) Local public agency loans shall not have required payments exceeding 0.5% per year of the original principal loan amount.

Uniform Multifamily Regulations 11/15/2017 Page 20 of 35

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(d)(2), 50517.5(e)(2), 50675.7(b)(3) and 50896.1(a), Health and Safety Code; and 24 CFR Section 92.252.

Section 8311. Limits on Development Costs.
(a) Project development costs must be reasonable, as measured by the ratio of the project’s total eligible basis to its total adjusted threshold basis limits, calculated at the time of application for Department funds. Both total eligible basis and total adjusted basis limits shall be computed in accordance with TCAC regulations and procedures set forth in Title 4, California Code of Regulations, Sections 10325 - 10327, except as follows:
(1) There shall not be an adjustment of threshold basis limits based on units that will be income and rent restricted at or below certain area median income levels, such as that in Title 4, California Code of Regulations, Section
10327(c)(5)(C) as in effect as of September 2016.
(2) Costs shall be deemed reasonable under this section if the ratio calculated pursuant to the above subsection (a) is less than 160 percent.
(b) If the ratio calculated above in subsection (a) exceeds 170 percent, calculated based on actual development costs following completion of construction, the Sponsor shall incur up to 20 negative points which may, in the Department’s discretion, be assessed, and which negative points shall reduce the Sponsor’s score by the same amount for future applications to any of the Department’s Notice of Funding Availability for any of the Department’s programs, and may continue to be repeatedly assessed for any and all successive NOFAs for a period of up to three years following the date on which the Department determined that the cost exceeded the 170 percent limit.
(c) Builder overhead, profit and general requirements shall be limited in accordance with California Code of Regulations, Title 4, Section 10327.
(d) Property acquisition prices shall not exceed appraised value, except where the increment above appraised value is fully covered by junior public agency financing that carries no mandatory debt service.

Uniform Multifamily Regulations 11/15/2017 Page 21 of 35

- -
(e) Proposed Project sites shall not require site development work that is significantly more costly than that typical for other similar projects in the local market area, unless either:
(1) the proposed site acquisition cost together with the site development costs are less than the cost of a typical site together with typical site development costs in the Project’s market area; or
(2) there are no other sites available in the market area with a lower combined cost.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(a)(1), 50517.5(c)(2), 50517.5(e)(2), 50675(a), 50675.4(b)(2), 50675.4(c)(1), 50675.5 and 50896.(1)(a), Health and Safety Code.

Section 8312. Developer Fee.
(a) For Projects not utilizing low income housing tax credits, Developer Fee shall not exceed the amount calculated in accordance with subsections (1), (2) or (3) below. The per unit amounts will be adjusted in thousand dollar increments in accordance with changes in the CPI when, following the year 2016, the CPI has indicated the next full thousand dollar increment has been reached.
(1) For new construction Projects and Projects where the contract for the rehabilitation work equals or exceeds
$35,000 per Unit:
(A) For the first 30 Units, $26,000 per Unit.
(B) For each Unit in excess of 30, $10,500 per Unit.
(2) For other Projects involving acquisition and rehabilitation where the contract amount for the rehabilitation work,
excluding contractor profit and overhead, equals or exceeds $10,500 per Unit and is less than $35,000 per Unit:
(A) For the first 30 Units, $12,000 per Unit.
(B) For each Unit in excess of 30, $5,500 per Unit.
(3) For all other Projects, $2,000 per Unit.
(b) For Projects utilizing 9% competitive low income housing tax credits, Developer Fee payments shall not exceed the amount that Uniform Multifamily Regulations 11/15/2017 Page 22 of 35

may be included in project costs pursuant to California Code of Regulations, Title 4, Section 10327.
(c) For Projects utilizing 4% percent tax credits, Developer Fee payments shall not exceed the lesser of $3,500,000 or the sum of:
(1) the amount that could be included in project costs pursuant to Title 4, California Code of Regulations, Section 10327 if the project was receiving 9% competitive credits; plus
(2) any remaining deferred Developer Fee (payable exclusively from operating income) that is allowed in eligible basis under Title 4, California Code of Regulations, Section 10327 of the TCAC regulations.
(Subsection (c) limits Developer Fee paid from development funding sources.)
(d) The dollar value of any capital contribution of funds or real property made by the Sponsor or an affiliate, as approved by the Department, for Project development costs shall increase the Developer Fee limit by the dollar value of the capital contribution. (e) The limits set forth in this section shall apply to each Project pursuant to the terms of a program standard agreement, as memorialized in Department loan or grant documents entered into pursuant thereto (the “Original Award”). For any future work performed for the benefit of the Project, to the extent such work was not captured, set forth, or otherwise contemplated in any of the legal documents memorializing terms related to the Original Award, the fees for such new developer work benefiting the Project shall be recalculated in accordance with this section, treating that new work as if it were a separate project.
(f) For projects where less than 25 percent of total units are counted in the determination of maximum Department loan or grant amounts, the Department may defer to the limits on Developer Fees applicable to other public agency project funding sources, to the extent it deems necessary to attract sufficient applications to utilize available Department funding.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(a)(1), 50517.5(c)(2), 50517.5(e)(2), 50675.5(b)(5), 50675.8(a)(5) and 50896.1(a), Health and Safety Code.

Uniform Multifamily Regulations 11/15/2017 Page 23 of 35

Section 8313. Program Compatibility.
(a) Where the requirements of federal funding for a Project (including low income housing tax credits and direct federal loans but excluding federal loan guarantees) would cause a violation of the requirements to these regulations, the Department may modify these requirements as minimally necessary to ensure program compatibility.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50896.1(a) and 50896.3(b), Health and Safety Code. Reference:

Sections 50406(n), 50675.1(d), 50675.9, 50517.5(a)(1), 50517.5(a)(3), 50896.1(a) and 50896.3(b), Health and Safety Code.

Section 8313.1 Funding Source Surpluses.
(a) If, upon completion of construction, permanent development funding sources exceed actual total development costs the following requirements apply to the resulting funding surplus:
(1) If there are local public agency lenders providing
construction–period financing, and the Department is
providing only permanent financing, the local lenders may reduce their loans by an amount not exceeding the
contingency shown in the loan documents approved by the Department at construction loan closing.
(2) In other cases, or to the extent that the surplus exceeds the budgeted contingency, the Department loan amount shall be reduced by an amount not less than the surplus multiplied by the ratio of the Department’s loan amount to total local government assistance, as defined in 8315(c)(3).
(3) As an alternative to (1) or (2), the Department may approve use of surplus funds to reduce tenant rents or for other direct tenant benefits.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50896.1(a) and 50896.3(b), Health and Safety Code. Reference:

Sections 50517.5(a)(1), 50517.5(c)(2), 50517.5(e)(2), 50675.5(b)(5), and 50896.1(a), Health and Safety Code.

Uniform Multifamily Regulations 11/15/2017 Page 24 of 35

Section 8313.2 Special Purpose Entity(ies).
(a) The Department may permit the ultimate borrower or recipient of Department funds to be a special purpose entity formed and controlled by the Sponsor if and only if the Sponsor can demonstrate to the satisfaction of the Department all the following criteria:
(1) The Sponsor will remain as equally liable to the Department as the special purpose entity with respect to the specific performance of the obligations of the loan or grant
documents. The Sponsor may be as equally liable to the
Department as the special purpose entity with respect to the financial obligations of the loan or grant documents;
(2) The Sponsor shall not intentionally or in effect limit or abrogate its legal liability to the Department by utilizing the special purpose entity; and
(3) There shall be no more than two corporate entities between the Sponsor and the special purpose entity in the corporate control and organizational structure(s). For the purposes of this subsection, “corporate entity” may include a corporation, limited liability company, business trust, limited partnership, or general partnership. For the purposes of determining “control,” the Sponsor must provide, at the very minimum, evidence satisfactory to the Department that the Sponsor (or Sponsors) through direct control of the corporate entities between the Sponsor and the special purpose entity,
performs the substantial management duties on behalf of the special purpose entity that involves:
(A) renting, maintaining and repairing the low-income
housing property (or if these duties are delegated to
an agent, hiring and overseeing the agent’s duties);
(B) acquiring, holding, assigning or disposing of property or any interest in property;
(C) borrowing money on behalf of the special purpose
entity, encumbering the special purpose entity’s
assets, placing title in the name of a nominee to
obtain financing, preparing items in whole or in part, in connection to refinancing, increasing, modifying or
extending any obligation; and
Uniform Multifamily Regulations 11/15/2017 Page 25 of 35

(D) determining the amount and timing of distributions to partners and establishing and maintaining all required
reserves.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50896.1(a) and 50896.3(b), Health and Safety Code. Reference:

Sections 50517.5(a)(1), 50517.5(c)(2), 50517.5(e)(2), 50675.2(g) and 50896.1(a), Health and Safety Code.

Section 8314. Use of Operating Cash Flow.
(a) Operating income remaining after payment of approved current and prior year operating expenses, reserve deposits and mandatory debt service shall be applied in the following priority order:
(1) First, towards payment of any:
(A) Approved deferred Developer Fee, pursuant to
Section 8312;
(B) Asset management, partnership management and
similar fees, including fees paid to investors, in an
amount not to exceed the sum of:

1. An amount for the current year, equal to $30,000
for 2016 and increased at the rate of 3.5% for
each subsequent year, plus

2. Unpaid asset management, partnership
management, and similar fees accrued for a
period not to exceed three project fiscal years
following the year during which they are earned,
up to the difference between the limit for the
year and the amount paid for that year; and
(C) Supportive Services Costs that these regulations
would allow to be paid as operating costs, but that
other funding sources do not.
(2) Second, 50 percent to the Sponsor as Distributions and 50 percent to the Department as payments on the Program
loan.
(A) If the terms of other public agencies’ financing also require payments from remaining cash flow, the
Department may agree to share what would otherwise
be its 50 percent share of available cash flow with the Uniform Multifamily Regulations 11/15/2017 Page 26 of 35

public agencies in amounts proportional to the
agencies’ respective assistance amounts (total local
government assistance, as defined in Section 8315,
and total Department loans and grants).
(B) To be consistent with the terms of other public agency loans or leases, the Department may agree to set the
percentage payable to the Sponsor at an amount less
than 50 percent.
(C) For projects with income from project-based Section 8 or similar project-based rental assistance that is not
underwritten by other Project lenders, the Department
may reduce the Sponsor’s share to an amount
equivalent to the amount they would receive if one of
the other lender’s loan amount was based on an
income stream that included the income from the
rental assistance.
(b) A Sponsor may not accumulate Distributions from year to year. A Sponsor may deposit all or a portion of permitted Distributions into a Project account for distribution in subsequent years. These future Distributions shall not reduce the otherwise permitted Distribution in those subsequent years.
(c) The limits on payments for Developer Fee pursuant to subsection (a)(1)(A) and for asset management, partnership management, and similar fees pursuant to subsection (a)(1)(B) shall not apply to payments of those fees made from Distributions.
(d) Payment of Distributions, deferred Developer Fee, asset management fees, partnership management fees and similar fees shall be permitted only after the Sponsor submits a complete annual report and operating budget, and the Department
determines that the report and budget demonstrate compliance with all Program requirements for the applicable year. Circumstances under which no Distributions, deferred Developer Fee, asset management fees, or partnership management fees, and similar fees shall be paid include:
(1) when written notice of default has been issued by any entity with an equitable or beneficial interest in the Project; (2) when the Department determines that the Sponsor has failed to comply with the Department's written notice of any
reasonable requirement for proper maintenance or operation Uniform Multifamily Regulations 11/15/2017 Page 27 of 35

of the Rental Housing Development or use of Project
income;
(3) if all currently required debt service, including mandatory payments on the Program loan, and Operating Expenses
have not been paid;
(4) if the replacement reserve account, operating reserve account, or any other reserve accounts are not fully funded pursuant to Sections 8308 and 8309 and the Regulatory
Agreement.
(e) For 2017, the following limits shall apply to total Supportive Services Costs paid as Operating Expenses. These limits shall be increased each year after 2017 at the rate of 2.5 percent per year:
(1) $4,080 per unit per year for supportive housing restricted to individuals or families experiencing chronic homelessness, as defined consistent with Health and Safety Code Section 50675.14;
(2) $3,060 per unit per year
(A) for supportive housing that is not restricted to
individuals or families experiencing chronic
homelessness as defined pursuant to Health and
Safety Code Section 50675.14; and
(B) for units restricted to occupancy by Special Needs
Populations under any Department programs
(“Special Needs Population” has the same meaning
as defined in Section 7301(s));
(3) $1,051 per unit per year for other units where the Sponsor, their affiliate, or a service provider under contract to provide Supportive Services at the Project has both:
(A) qualified staff devoted exclusively to oversight and quality control of resident services in affordable
housing, including the Project; and
(B) a system to track and report on tenant outcomes,
such as changes in employment status and income;
Uniform Multifamily Regulations 11/15/2017 Page 28 of 35

(4) $250 per unit per year for other units, where the Sponsor, their affiliate, or a service provider under contract does not satisfy the requirements set forth in subsection (e)(3). (f) The following limits shall apply to Supportive Services Costs paid as Operating Expenses:
(1) The cost of staff supervision shall not exceed 10% of the cost of on-site staff salaries.
(2) Administrative overhead expenses, including accounting and human relations, shall not exceed 15% of the total Supportive Services Costs paid as Operating Expenses.
(g) Sponsors paying Supportive Services Costs as Operating Expenses shall maintain onsite and available for Department inspection records of group activities (including calendars and signin sheets) and individualized services and referrals. The Department may also require annual reporting on these and related matters.
(h) For supportive housing, as defined pursuant to Health and Safety Code Section 50675.14, and upon approval by the Department, Sponsors may establish a reserve to cover unexpected shortfalls in revenues to pay for resident services coordination and case management costs. This reserve may be funded through project cash flow available after funding Operating Expenses and other required reserves, or through development sources. The
maximum balance shall not exceed three times the per-unit, peryear limits specified in subsection (e).

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11, 50896.1(a) and 50896.3(b), Health and Safety Code.

Reference: Sections 50517.5(a)(1), 50517.5(c)(2), 50517.5(e)(2), 50675.8(a)(5), and 50896.1(a), Health and Safety Code.

Section 8315. Subordination Policy.
(a) The Department may execute and cause to be recorded a subordination agreement subordinating the Department's lien so long as the subordination does not increase the Department's risk beyond that contemplated in the Program loan or grant
commitment, as may be amended from time to time, and so long as the subordination would further the interest of the Program.

However, and except for Projects assisted by the U.S. Department of Housing and Urban Development under the Section 811 or Section 202 programs, the Department shall not enter into a Uniform Multifamily Regulations 11/15/2017 Page 29 of 35

subordination agreement or other agreement that contains any of the following:
(1) Any limitation of, or condition on, the Department's exercise of its remedies including, but not limited to issuing a notice of default based on a breach under the Department's loan
documents, including a default based solely on a breach of the senior lienholder's documents.
(2) An agreement that the senior lienholder's acceptance of a deed in lieu of foreclosure would result in the senior
lienholder taking title to the Rental Housing Development free and clear of the Department's lien(s).
(3) An agreement permitting any modification or supplement of the senior lienholder's lien without the prior written consent of the Department except an agreement that permits a
senior lienholder to make advances to: (i) cure a default under a lien with a higher priority than the Department's lien; (ii) pay delinquent taxes on the security property; (iii) pay delinquent hazard or liability insurance premiums for the security property; or (iv) to protect the health and safety of the tenants.
(4) An agreement that would require the Department to
undertake additional obligations to any party.
(b) The Department's lien(s) shall not be subordinated to the liens of a local governmental entity unless either:
(1) the total local governmental assistance to the Project is more than twice the amount of the Department's total assistance to the Project (including both loans and grants); or
(2) the total local governmental assistance to the Project is more than the Department's total assistance to the Project
(including both loans and grants) and the local government entity manages a portfolio of their own loans that includes over 10,000 rental units with rent and occupancy restrictions. (c) As used in this section:

Uniform Multifamily Regulations 11/15/2017 Page 30 of 35

(1) “Department's lien” means a deed of trust, regulatory agreement, or other agreement securing payment or
performance under an award of Program funds that has
been recorded in the office of the recorder of the county in which the Rental Housing Development is located.
(2) “Lien of a local government entity” means a recorded deed of trust, regulatory agreement, reversion, or other recorded agreement securing payment or performance, or a covenant running with the land that affects the maintenance, use, operation, or occupancy of the Rental Housing
Development. Except that covenants in favor of a community redevelopment agency or successor agency regarding the
use, maintenance, operation, or transferability of a Rental Housing Development including rent limitations or income restrictions on tenants, or prohibiting discrimination, shall not constitute liens subject to the requirements of this section. (3) “Total local government assistance” means the sum of the original principal amounts of loans and grants made by the local government entity plus other direct project costs paid for by the local governmental entity and approved by the Department including, but not limited to, costs of site preparation, demolition, environmental remediation, and land acquisition. The value of assistance in the form of land writedowns or donations shall be limited to the cost paid by the public agency to acquire the land, less any sales proceeds paid to the agency; or in the case of a leasehold, the cost paid by the public agency less the present value of projected lease payments.
(d) The Department's lien(s) shall not be subordinated to the liens of a lender affiliated with an entity that has an ownership interest in the Project unless a covenant, regulatory agreement, or similar instrument is recorded senior to the lender’s documents that includes the provisions specified in Section 8310(f).

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11 and 50896.3(b), Health and Safety Code. Reference:

Sections 50517.5(d)(4)(D), 50675(e), 50675.1(b), 50675.6(d), 50896, 50896.1 and 50896.3, Health and Safety Code.

Uniform Multifamily Regulations 11/15/2017 Page 31 of 35

Section 8316. Leasehold Security.
(a) In any Project where the Sponsor proposes to control the Project land through a long-term ground lease, either:
(1) the Regulatory Agreement and other Program documents shall be recorded against both the Sponsor’s interest in the Project and the fee interest in the land, and the lease shall have a term remaining at the time of recordation at least equal to the term of the Program loan or grant; or
(2) if the Regulatory agreement and other Program documents are not recorded against the Project’s fee interest, the ground lease shall be subject to the Department’s approval, must not be subject to any other mortgages, regulatory
agreements, use restrictions, or equivalent instruments on the fee interest, and shall contain, or be amended to contain, provisions which:
(A) establish a remaining term of at least ninety (90)
years from the date the Department documents are
recorded, provided that the Department may accept a
lesser term, not less than 65 years, when the lessor is a public agency;
(B) ensure the validity of the lien of the Program loan and/or grant documents on the lease;
(C) ensure that the lease permits the Project to satisfy all Program requirements and permit the Department to
enforce the provisions of the Program loan and/or
grant without restriction;
(D) expressly consent to the lessee’s assignment of the lease to the Department without further consent of the
lessor, and permit the Department, after acquisition of the leasehold property, to transfer or assign the lease to a third party without consent of the lessor.
(E) provide that the lessor does not have the right to
terminate the lease or accelerate the rent upon
lessee’s breach without first giving the lessee and the Department reasonable notice and opportunity to cure
within a reasonable period;
Uniform Multifamily Regulations 11/15/2017 Page 32 of 35

(F) provide that no termination, modification or
amendment to any terms of the lease shall be
effective without the written consent of the
Department, and any attempt to take such actions
would be void without the Department’s consent;
(G) require that, in the event of destruction of any
improvements on the land, neither the lessor nor the
lessee shall terminate the lease if and so long as the
lessee or Department pursues reconstruction of the
improvements with reasonable diligence;
(H) provide that the Department shall not have any
liability for the performance of any of the obligations of lessee under the lease until the Department has
acquired the leasehold interest, and then only in
accordance with the terms of the lease and only with
respect to obligations that accrue during the
Department’s ownership of the leasehold interest;
(I) provide that neither the lessor nor the lessee, in the event of bankruptcy by either, will take the benefit of any provisions in the United States Bankruptcy Code
that would cause the termination of the lease or
otherwise render it unenforceable in accordance with
its terms;
(J) provide that the leasehold interest will not merge into the fee in the event that the lessee acquires the
reversionary interest in the Project; and
(K) provide that acquisition of the leasehold property by the Department will not result in a termination of the
leasehold; and upon such event, obligate the lessor to
enter into a new lease having a term at least as long
as the term remaining on the lease prior to acquisition by the Department and on substantially the same
terms and conditions.
(b) If any other regulatory agreement, use restriction, or equivalent instrument is recorded against the fee, the Department’s Regulatory Agreement or covenant must also be recorded against the fee. This subsection shall not apply if the total local governmental assistance to the Project is more than the Department's total assistance to the Project (including both loans and grants) and the local government entity manages a portfolio of Uniform Multifamily Regulations 11/15/2017 Page 33 of 35

their own loans that includes over 10,000 rental units with rent and occupancy restrictions. For the purposes of this subsection, the phrase “regulatory agreement, use restriction, or equivalent instrument” shall not be interpreted to include any instrument that does not relate in any way to affordability, or any affordability restriction that is not required as a condition of public financing. (c) Where the lessee and lessor are related or affiliated parties, the Program loan and/or grant documents shall be recorded against both the Sponsor’s interest in the Project and the fee interest in the land.
(d) To the extent consistent with the statutes and regulations governing the Program, the Department may modify or waive the
requirements of subparagraph (a)(2) where the lessor is a public agency that demonstrates that it is prohibited by law from meeting the requirements, or where the Project will be located on Native American Lands and there is a legal prohibition on meeting these requirements, and the Department determines that there remains adequate security for the Program loan.

Note: Authority cited: Sections 50406(n), 50517.5(a)(1), 50517.5(a)(3), 50675.1(d), 50675.11 and 50896.3(b), Health and Safety Code. Reference:

Sections 50517.5(d)(4)(A), 50675.7, 50896.1 and 50896.3, Health and Safety Code.

Section 8317. Restructuring Transaction Fees.
(a) To cover the Department’s costs of processing any specific Restructuring Transaction as defined in this section, the Department shall charge as authorized by subsections (f) and (n) of Section 50406 of the Health and Safety Code fees to cover the administrative costs incurred for the Department’s staff to negotiate and prepare the legal documents necessary to accomplish the subject Restructuring Transaction.
(b) For the purposes of this section, the term “Restructuring Transaction” means one or more of the following:
(1) extension of the Department’s loan term (or terms, if there are multiple Department loans),
(2) change of ownership (excluding transfer of ownership between two entities controlled by the same parent entity), (3) a new subordination of the Department’s loan or loans to a senior loan or loans, and/or investment of tax credit equity.

Uniform Multifamily Regulations 11/15/2017 Page 34 of 35

Other transactions, such as those limited to the placement of new junior public agency debt without required payments and assignments of limited partner interests, do not constitute a Restructuring Transaction.
(c) The fees charged by this section shall be calculated on a case-bycase basis, and shall be based on the number of work hours necessary for Department staff, at the respective rate for each staff’s classification, to negotiate and prepare final executable versions of all legal documents necessary to accomplish the subject Restructuring Transaction.
(d) Notwithstanding subsection (c), the Department shall not be authorized under this section to charge an amount exceeding the amount that the Department charges for the same or similar restructuring activities that the Department performs under other programs administered by the Department in its Related
Restructuring Programs, as defined by this section.
(e) For the purposes of this section, the term “Related Restructuring Programs” shall include but not be limited to the restructuring activities authorized by Section 50560(a) of the Health and Safety Code, and shall include any fees set forth by the Department pursuant to the guidelines (published on the Department’s website) adopted and authorized pursuant thereto under Health and Safety Code Section 50560.
(f) The legal documents necessary to accomplish the subject Restructuring Transaction shall be subject to the provisions set forth in this subchapter.

Note: Authority cited: Section 50406, Health and Safety Code. Reference:

Section 50406, Health and Safety Code.

Section 8318. Federal Loan Extensions.
(a) The term of any existing federal program loan or regulatory agreement enforced by the Department may be extended, if allowed by the subject federal statute. Such extensions shall not be for a period of less than 10 years nor more than 55 years.

Note: Authority cited: Sections 50406(n) and 50896.3(b), Health and Safety Code. Reference: 24 CFR part 92.

Uniform Multifamily Regulations 11/15/2017 Page 35 of 35 City of Santa Barbara
Community Development Department
Housing & Human Services Division

LOCAL HOUSING TRUST FUND (LHTF) PROGRAM

REQUEST FOR PROPOSALS (RFP)
Proposals due August 23, 2024, by 4:00 p.m.

Attachment 5
Table of Contents
I. OVERVIEW ........................................................................................................................... 1 II. FUNDING RESTRICTIONS & ELIGIBILITY..................................................................... 3 III. PROJECT REQUIREMENTS............................................................................................. 3 IV. PROPOSAL PROCESS ...................................................................................................... 4 V. REVIEW PROCESS AND SCORING ............................................................................... 6 VI. RATING CRITERIA.............................................................................................................. 7 VII. LOCAL APPEAL PROCESS............................................................................................. 10 VIII.HCD APPROVAL................................................................................................................ 10 IX. STATE AND FEDERAL REQUIREMENTS.................................................................... 11 X. OTHER STATE REQUIREMENTS.................................................................................. 12 XI. INSURANCE REQUIREMENTS...................................................................................... 14 XII. RESERVATION OF RIGHTS ........................................................................................... 18 Appendices
A – State of California Department of Housing and Community Development 2024 Local Housing Trust Fund Program Notice of Funding Availability B – Underwriting Requirements from Uniform Multifamily Regulations under 2017 California Code of Regulations Title 25, Division 1, Chapter 7, Subchapter 19, Commencing with Section 8300
Questions on this Notice: contact Laura Dubbels by email at [email protected] or by phone at (805)564-5491
City of Santa Barbara – HCD LHTF Program Request for Proposals

Page 1 of 18 ends

Santa Barbara City CouncilSeptember 10, 2024

Santa Barbara City Council
September 10, 2024