Santa Barbara City Council
September 9, 2025

EXHIBIT 1
Hourly Rate Classes
Effective 09/20/2025
Revised 09/09/2025
MUNIS 17 MUNIS 18 Hourly Rate
7045 8037 Grounds Maintenance Worker II $30.0995
7046 8038 Heavy Equipment Tech $39.6991
7047 8039 Housing Programs Specialist $47.5073
7411 8322 Housing Project Planner $50.9429
7048 N/A Human Resources Analyst II $53.5481
7416 8325 Human Resources Technician $39.5017
7023 8017 Information Technology Technician I $33.1746
7024 8018 Information Technology Technician II $36.1100 7049 N/A Law Clerk $36.7439
7465 8368 Lead Equipment Technician $43.8634
7050 N/A Legal Administrative Assistant I $31.4801
7051 N/A Legal Administrative Assistant II $38.0492
7052 8040 Librarian I $36.3345
7053 8041 Librarian II $39.9462
7054 8042 Library Assistant I $27.2324
7055 8043 Library Assistant II $28.3410
7057 8045 Library Systems Technician I $33.1746
7056 8044 Library Technician $30.2391
7005 N/A Litigation Paralegal $38.8162
7058 8046 Mail Services Specialist $23.1656
7061 8049 Maintenance Crew Leader $35.5748
7059 8047 Maintenance Worker I $25.5956
7060 8048 Maintenance Worker II $30.1750
7417 8326 Marketing Coordinator $44.7474
7022 8016 Network Analyst $49.3362
7063 8051 Office Specialist I $23.7504
7064 8052 Office Specialist II $26.1115
7067 8055 Outreach Coordinator $41.5220
7066 8054 Painter $35.6872
7068 8056 Parking Coordinator $38.1464
7072 8060 Planning Technician I $36.4719
7071 8059 Planning Technician II $39.5017
7073 8061 Plumber $37.8242
7070 8058 Project Engineer I $52.2110
7075 8063 Project Engineer II $57.4007
7077 8065 Project Planner $50.9429
7078 8066 Public Works Inspector I $38.6238
7397 8310 Real Property Agent $47.2710
7080 8068 Records Technician $30.1750
7382 8306 Recreation Coordinator $35.6343
7082 8070 Recreation Program Leader $25.2151
7083 8071 Recreation Specialist $29.4819
7081 8069 Recycling Educator $36.1100
7084 8072 Rental Housing Mediation Specialist $39.1096
7085 N/A Risk Analyst II $53.5481
7091 8078 Senior Commission Secretary $35.1313
7086 8073 Senior Custodian $27.0389
7035 8028 Senior Electronics/Communications Technician $44.0977 7033 8027 Senior Engineering Technician $42.0641
7087 8074 Senior Grounds Maintenance Worker $31.3247
7088 8075 Senior Library Technician $33.0796
7089 8076 Senior Maintenance Worker $33.8442
7076 8064 Senior Network/Applications Analyst $53.2531
7455 8358 Senior Plan Check Engineer $59.2481
7380 8303 Senior Plans Examiner $53.6234
7090 8077 Senior Real Property Agent $54.3553
7092 8079 Stock Clerk $26.6375
7094 8081 Survey Technician I $33.5070
7093 8080 Survey Technician II $36.4719
7096 8083 Traffic Technician I $33.1746
7097 8084 Traffic Technician II $36.4719
7100 8087 Transportation Engineering Associate $48.2231 7098 8085 Tree Trimmer I $27.4468
7099 8086 Tree Trimmer II $30.7828
7101 8088 Vehicle Services Assistant $27.1743
7104 8091 Water Resources Specialist $46.1070
7379 8304 Water Resources Technician $36.1100
7102 8089 Welder/Fabricator $36.3448
Hourly Assignment to "Regular" Classes

EXHIBIT 1
Hourly Rate Classes
Effective 09/20/2025
Revised 09/09/2025
MUNIS 17 MUNIS 18 Range
7006 8003 Airport Operations Specialist $35.6732
7462 8366 Airport Police Officer $51.0068
7463 8367 Airport Police Officer II $55.8366
7352 8287 Harbor Patrol Officer $48.3525
7354 8289 Lab Analyst I $41.6348
7069 8057 Park Ranger $38.8822
7356 8291 Treatment Plant Technician $43.9115
7349 8284 Wastewater Treatment Plant OIT $35.4336
7350 8285 Wastewater Treatment Plant Operator III $49.4659 7351 8286 Water Distribution Operator Technician II $47.5869 7458 8360 Water Meter Technician II $43.2624
7355 8290 Water Treatment Plant OIT $35.4347
7353 8288 Water Treatment Plant Operator II $44.5762
7450 8354 Water Treatment Plant Operator III $49.4635
MUNIS 17 MUNIS 18 Range
7390 N/A Police Chief $127.2939 - $154.7269
MUNIS 17 MUNIS 18 Range
7357 N/A Police Lieutenant $80.4677 - $97.8090
7466 N/A Assistant Police Chief $106.4237 - $129.3587
MUNIS 17 MUNIS 18 Range
7359 N/A Police Officer $54.3506
7361 N/A Police Officer- Entry $49.1104
MUNIS 17 MUNIS 18 Range
7464 N/A Administrative Polygraph Examiner $101.8500
7227 N/A Background Investigator $51.8805
7388 N/A EMD Dispatcher $46.2137
7395 N/A Identification Technician $43.5312
7360 N/A Parking Enforcement Officer $30.3647
7358 N/A Public Safety Dispatcher II $36.2095
7362 N/A Police Property/Evidence Assistant $30.7022
7391 N/A Police Property/Evidence Technician $36.1954
7363 N/A Police Records Specialist $30.1545
7364 N/A Police Technician $28.9188
MUNIS 17 MUNIS 18 Range
7432 N/A Fire Inspector II $50.9979
19 SBCEA Treatment & Patrol
21 Police Chief
Hourly Assignment to "Regular" Classes
23 Police Management
24 Police Sworn
39 Fire Non-Sworn
29 Police Non-Sworn

EXHIBIT 1
Hourly Rate Classes
Effective 09/20/2025
Revised 09/09/2025
MUNIS 17 MUNIS 18 Classification Department Hourly Rate 7461 8363 Administrative Investigator Human Resources $68.24 7220 N/A Airport Marketing Assistant Airport $18.51
7219 8205 Airport Operations Intern Airport $17.47
7394 8309 Airport Services Coordinator Airport $36.51
7221 8206 Airport Traffic Aide Airport $17.47
7218 8204 Alternative Transportation Planner Public Works $45.06 7396 N/A ARCON Instructor Police $53.37
7225 N/A Assistant PAL Coordinator I Police $17.47
7222 N/A Assistant PAL Coordinator II Police $20.51
7224 8207 Assistant Park Planner Parks & Recreation $26.39 7223 N/A Assistant to Council I City Council $17.47
7270 N/A Assistant to Council II City Council $17.92
7271 N/A Assistant to Council III City Council $20.51
7226 8208 Automotive Parts Aide Public Works $21.58
7145 8132 Beach Lifeguard I Parks & Recreation $24.59
7146 8133 Beach Lifeguard II Parks & Recreation $25.82
7147 8134 Beach Lifeguard III Parks & Recreation $27.11 7228 8209 Cannoneer Waterfront $25.19
7229 N/A CAO Special Projects Manager CAO $64.28
7240 N/A CAO Intern CAO $17.47
7243 N/A City Council Intern City Council $17.47
7425 8334 City Programs Intern I Various $17.91
7426 8335 City Programs Intern II Various $20.29
7427 8336 City Programs Intern III Various $22.67
7428 8337 City Programs Intern IV Various $23.87
7429 8338 City Programs Intern V Various $26.25
7430 8339 City Programs Intern VI Various $27.45
7431 8340 City Programs Intern VII Various $29.85
7253 8222 City TV Production Aid Lead Admin Services $20.07 7251 8220 City TV Production Aide I Admin Services $17.47 7252 8221 City TV Production Aide II Admin Services $19.21 7250 8219 City TV Production Intern Admin Services $17.47 7135 8122 Clerical Assistant Various $17.47
7234 8211 Commercial Driver Trainer Public Works $30.61 7217 N/A Community Services Liaison Police $19.69
7384 N/A Community Services Officer Police $26.21
7235 8212 Creeks Resources Technician Parks & Recreation $30.01 7236 8213 Database Specialist Public Works $23.51
7237 N/A Development Manager Library $38.31
7238 N/A Dispatch Training Coordinator Police $51.01
7239 8214 Diver Waterfront $25.19
7399 8311 Downtown Ambassador I Public Works $20.75
7400 8312 Downtown Ambassador II Public Works $23.62
7451 8355 Downtown Ambassador III Public Works $27.13
7413 N/A Elections Advisor Admin Services $121.06
7412 N/A Elections Assistant Admin Services $28.83
7392 N/A EMD Auditor Police $58.56
7275 N/A EMS Nurse Educator Fire $93.15
7245 8215 Extension Aide Library $20.37
7246 N/A Facilities Project Manager Public Works $41.81 7436 8344 Facility Monitor I - Weekday Parks & Recreation $23.36 7437 8345 Facility Monitor II - Weekday Parks & Recreation $24.53 7438 8346 Facility Monitor III - Weekday Parks & Recreation $25.75 7381 N/A Financial Systems Analyst Admin Services $58.81 7247 8216 Fire Public Education Assistant Fire $18.31
7231 N/A Fire Service Mutual Aide Specialist I Fire $42.97 7232 N/A Fire Service Mutual Aide Specialist II Fire $59.27 7230 N/A Fire Special Projects Manager Fire $55.71
7248 8217 GIS Mapping Technician Fire $21.58
7249 8218 Golf Course Maintenance Worker Parks & Recreation $17.47 7254 8223 Grounds Maintenance Assistant I Parks & Recreation $22.21 7255 8224 Grounds Maintenance Assistant II Parks & Recreation $24.04 7306 8260 Harbor Patrol Crew I Waterfront $17.47
7307 8261 Harbor Patrol Crew II Waterfront $18.17
7308 8262 Harbor Patrol Crew III Waterfront $19.08
7309 8263 Harbor Patrol Crew IV Waterfront $19.98
7310 8264 Harbor Patrol Crew V Waterfront $20.89
7311 8265 Harbor Patrol Crew VI Waterfront $21.79
7312 8266 Harbor Patrol Crew VII Waterfront $22.70
7313 8267 Harbor Patrol Crew VIII Waterfront $23.59
7314 8268 Harbor Patrol Crew IX Waterfront $24.49
7315 8269 Harbor Patrol Crew X Waterfront $25.41
7316 8270 Harbor Patrol Crew XI Waterfront $26.29
Hourly Rate Schedule (Limited Term)

EXHIBIT 1
Hourly Rate Classes
Effective 09/20/2025
Revised 09/09/2025
MUNIS 17 MUNIS 18 Classification Department Hourly Rate 7187 8174 Head Beach Lifeguard I Parks & Recreation $31.08 7188 8175 Head Beach Lifeguard II Parks & Recreation $32.64 7189 8176 Head Beach Lifeguard III Parks & Recreation $34.27 7296 N/A Human Resources Specialist Admin Services $30.15 7433 8341 Inclusion Specialist I Parks & Recreation $24.99 7434 8342 Inclusion Specialist II Parks & Recreation $26.24 7435 8343 Inclusion Specialist III Parks & Recreation $27.55 7383 8305 Information Systems Intern Admin Services $17.47 7256 N/A Internal Affairs Investigator Police $47.16
7105 8092 Job Apprentice I Parks & Recreation $17.47
7151 8138 Junior Lifeguard Instructor I Parks & Recreation $24.59 7152 8139 Junior Lifeguard Instructor II Parks & Recreation $25.82 7153 8140 Junior Lifeguard Instructor III Parks & Recreation $27.11 7192 8179 Junior Lifeguard Program Director I Parks & Recreation $31.08 7193 8180 Junior Lifeguard Program Director II Parks & Recreation $32.64 7194 8181 Junior Lifeguard Program Director III Parks & Recreation $34.27 7257 8225 Library Building Monitor Library $23.98
7280 8243 Library Volunteer Coordinator Library $21.58
7262 8230 Lot Operator Public Works $17.99
7265 8234 Management Intern Various $17.47
7274 8239 Management Intern IV Various $19.21
7268 8236 Marketing Assistant I Airport $17.47
7269 8237 Marketing Assistant II Airport $23.71
7272 N/A Mayor's Aide City Council $28.12
7330 8302 Meter Reader Public Works $26.04
7279 8242 Page Library $17.47
7281 N/A Parking Citation Admin Review Officer Police $49.28 7402 8313 Parking Coordinator Aide I Various $19.69
7403 8314 Parking Coordinator Aide II Various $21.93
7404 8315 Parking Coordinator Aide III Various $24.19
7418 8327 Parking Lead I Various $18.57
7419 8328 Parking Lead II Various $19.12
7423 8332 Parking Monitor I Various $17.99
7424 8333 Parking Monitor II Various $18.57
7288 N/A Parks Project Manager Parks & Recreation $55.19 7442 8350 Park Ranger Assistant III Parks & Recreation $21.53 7282 8244 Planning Intern I Community Development $17.96 7283 8245 Planning Intern II Community Development $20.96 7284 N/A Police Cadet I Police $20.24
7285 N/A Police Cadet II Police $21.93
7401 N/A Police Project Manager Police $53.37
7124 8111 Pool Lifeguard Parks & Recreation $24.59
7125 8112 Pool Lifeguard II Parks & Recreation $25.82
7126 8113 Pool Lifeguard III Parks & Recreation $27.11
7289 8364 Project Manager I Public Works $49.95
7290 8365 Project Manager II Public Works $63.93
7291 8248 Public Information Assistant Public Works $17.47 7119 8106 Recreation Assistant I Parks & Recreation $17.47 7120 8107 Recreation Assistant II Parks & Recreation $17.56 7121 8108 Recreation Assistant III Parks & Recreation $18.43 7162 8149 Recreation Leader I Parks & Recreation $23.36 7163 8150 Recreation Leader II Parks & Recreation $24.53 7164 8151 Recreation Leader III Parks & Recreation $25.75 7172 8159 Recreation Program Director I Parks & Recreation $28.26 7173 8160 Recreation Program Director II Parks & Recreation $29.67 7174 8161 Recreation Program Director III Parks & Recreation $31.15 7376 8298 Recreation Therapist/Nurse I Parks & Recreation $31.72 7377 8299 Recreation Therapist/Nurse II Parks & Recreation $56.51 7292 8249 Rental Mediation Aide I Community Development $17.47 7293 8250 Rental Mediation Aide II Community Development $24.37 7294 8251 Rental Mediation Aide III Community Development $28.23 7393 N/A Restorative Court Liaison Police $26.48
7295 N/A Restorative Outreach Specialist Police $24.34
7297 8252 School Crossing Guard I Police $21.84
7298 8253 School Crossing Guard II Police $22.94
Hourly Rate Schedule (Limited Term)

EXHIBIT 1
Hourly Rate Classes
Effective 09/20/2025
Revised 09/09/2025
MUNIS 17 MUNIS 18 Classification Department Hourly Rate 7167 8154 Senior Pool Lifeguard I Parks & Recreation $27.53 7168 8155 Senior Pool Lifeguard II Parks & Recreation $28.90 7169 8156 Senior Pool Lifeguard III Parks & Recreation $30.35 7398 N/A SNAP Officer Police $26.21
7453 8357 Special Investigator I City Attorney $62.84
7460 8362 Special Investigator II City Attorney $65.35
7299 8254 Standby Diver Waterfront $19.17
7140 8127 Swim Instructor I Parks & Recreation $25.56
7141 8128 Swim Instructor II Parks & Recreation $26.84
7459 8361 Swim Instructor III Parks & Recreation $28.18 7301 8256 Traffic Counter Public Works $17.47
7303 N/A Traffic Engineer Public Works $88.39
7304 8258 Utility Worker I Public Works $23.14
7305 8259 Utility Worker II Public Works $25.94
7405 8316 Waterfront Facilities Aide I Waterfront $20.82 7406 8317 Waterfront Facilities Aide II Waterfront $21.40 7407 8318 Waterfront Facilities Aide III Waterfront $22.01 7408 8319 Waterfront Facilities Aide IV Waterfront $22.59 7420 8329 Waterfront Parking Lot Operator I Waterfront $17.47 7421 8330 Waterfront Parking Lot Operator II Waterfront $18.02 7422 8331 Waterfront Parking Lot Operator III Waterfront $18.60 7328 8282 Web Technician Administrative Services $30.01

EFFECTIVE
7/12/2025
9/20/2025
Hourly Rate Schedule (Limited Term)

REVISIONS
Firefighters' Association Salary Adjustment
Santa Barbara Police Officers Association Salary Adjustment

EXHIBIT 1
i
EXHIBIT 2

MEMORANDUM OF UNDERSTANDING BETWEEN

THE CITY OF SANTA BARBARA AND THE

SANTA BARBARA POLICE OFFICERS ASSOCIATION

THIS AGREEMENT, SIGNED ON , IS ENTERED INTO AS OF
JULY 1, 2025, BETWEEN THE CITY OF SANTA BARBARA, HEREINAFTER REFERRED TO AS THE "CITY," AND THE SANTA BARBARA POLICE OFFICERS ASSOCIATION, HEREINAFTER REFERRED TO AS THE "ASSOCIATION."
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 Association, having met and conferred in good faith concerning wages, hours, and terms and conditions of employment of Unit employees, declare their agreement to the provisions of this Memorandum of Understanding.

FOR THE CITY: FOR THE ASSOCIATION:

Rene Eyerly
Assistant City Administrator
Heather Clark
Association President
Sam Ramirez, Adam Mik
Labor Relations Manager Sergeant
________________________________ _________________________________ Keith DeMartini Sadie Carr
Finance Director Police Services Coordinator
________________________________ _________________________________ John Doimas Jessica Ulleymer
Assistant City Attorney Property Evidence Tech
________________________________
Ben Ahrens
Commander
ii

TABLE OF CONTENTS
ARTICLE # PAGE #
Contents

1. Benefits- Domestic Partners ...............................................................................................................1

2. Benefits- During Authorized Leave Without Pay..................................................................................1

3. Benefits- Part-time Employees...........................................................................................................1

4. Bereavement Leave............................................................................................................................1

5. Biweekly Pay Period...........................................................................................................................1

6. Cafeteria Plan.....................................................................................................................................1

7. Call Back ............................................................................................................................................2

8. Canine Pay.........................................................................................................................................3

9. Child Care ..........................................................................................................................................3

10. Educational and/or POST Certificate Incentive Pay Plan ....................................................................3

11. Emergency Medical Dispatch Personnel.............................................................................................3

12. Equal Employment Opportunity ..........................................................................................................3

13. Grievance Procedure..........................................................................................................................4

14. Health Insurance for Unit Members' Survivors ....................................................................................4

15. Holidays .............................................................................................................................................4

16. Implementation of MOU......................................................................................................................5

17. Jury Duty and Court Appearances ......................................................................................................5

18. Layoff Procedure ................................................................................................................................5

19. Life Insurance.....................................................................................................................................6

20. Loss Control Support..........................................................................................................................6

21. Maintenance of Benefits .....................................................................................................................6

22. Management Rights ...........................................................................................................................7

23. Medical, Dental, and Vision Insurance ................................................................................................7

24. Meeting and Conferring ......................................................................................................................8

25. Municipal Code Changes....................................................................................................................8

26. No Unfair Labor Practices...................................................................................................................8

27. "Professional Staff" Shift Assignments................................................................................................8

28. Overtime ............................................................................................................................................8

29. Payroll Deductions/Direct Deposit.......................................................................................................9

30. Premium Pay for Use of Bilingual Skills ............................................................................................10

31. Recruitment and Retention Incentives ................................................................................................10

32. Retiree Medical Insurance Contribution ............................................................................................11 iii

33. Retirement .......................................................................................................................................12

34. Retroactivity .....................................................................................................................................13

35. Salary Adjustments...........................................................................................................................13

36. Salary Increases Upon Promotion ....................................................................................................14

37. Salary Ranges for Police Officer .......................................................................................................14

38. Salary Step Movement .....................................................................................................................16

39. Scope of Representation ..................................................................................................................16

40. Service Credit for Sick Leave Upon Retirement ................................................................................16

41. Shift Differential ................................................................................................................................17

42. Sick Leave........................................................................................................................................17

43. Special Assignment and Trainer Pay................................................................................................18

44. Standby Pay.....................................................................................................................................19

45. Term of Agreement...........................................................................................................................19

46. Time Off for Association Officers.......................................................................................................19

47. Training..................................................................................................................................................19

48. Transportation Demand Management ..............................................................................................20

49. Tuition Reimbursement.....................................................................................................................20

50. Unauthorized Leave/Suspension ......................................................................................................20

51. Uniform Allowance............................................................................................................................20

52. Use of Computer Resources....................................................................................................................20

53. Vacation..................................................................................................................................................21

54. Work Schedule ........................................................................................................................................21

55. Workers' Compensation: Professional Staff Personnel ....................................................................21 APPENDIX A- TRAINING AND RELATED TRAVEL TIME FOR REQUIRED CLASSES...............................23 APPENDIX B- MEMORANDUM OF UNDERSTANDING REGARDING 3/12.5 SCHEDULE .........................25 MEMORANDUM OF UNDERSTANDING REGARDING 3/12.5 SCHEDULE- CONTINUED .......................26 APPENDIX C- MEMORANDUM OF UNDERSTANDING REGARDING 4/11-3/11 SCHEDULE....................27 1 1. Benefits- Domestic Partners
Employees may be entitled to add their registered domestic partners to City health and welfare benefits, to take family medical leave to attend to a domestic partner, and to other domestic partner benefits, as provided under City policy or under state law.

2. Benefits- During Authorized Leave Without Pay
No sick leave, vacation, or holidays shall accrue to any employee during authorized leave without pay for any full biweekly pay period. Employee shall be responsible for full payment of insurance premiums during authorized leave without pay, except as otherwise provided by law.

3. Benefits- Part-time Employees
A. Employees filling positions authorized by City Council in the official Position and Salary Control Resolution at more than 20 hours per week on a less-than-full time basis shall receive benefits as follows:
i. Cafeteria plan contribution, medical contribution, dental contribution, vision contribution, holiday time, and other benefits under this agreement equal to the percent of time regularly scheduled versus a regular work week rounded up to the nearest ten percent (10%).
ii. Vacation and sick leave equal to the percent of time actually worked versus a regular work week rounded up to the nearest ten percent (10%).

4. Bereavement Leave
In case of the death of an immediate family member, full-time employees shall be eligible for up to forty (40) hours leave with pay.

Immediate family member is defined as: mother, father, brother, sister, spouse, registered domestic partner, 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, and step family members. “In-law” and “step” relationships shall include the immediate family of a registered domestic partner on the same basis as that of a spouse.

Though bereavement leave pay is not applicable, the City shall encourage departments to make reasonable efforts to allow employees to use accrued vacation, compensatory time, or personal leave to attend the funeral of an aunt, uncle, or cousin.

Co-worker funeral attendance is acceptable upon the approval of the Chief of Police, consistent with the operational needs of the Department.

5. Biweekly Pay Period
It is understood that all references to "hours or days per month" may be considered on the basis of "hours per biweekly pay period" through conversion factors providing substantially equal employee benefits.

6. Cafeteria Plan
A. Each full-time employee shall be eligible to allocate a discretionary amount equal to:
 $6,000 per plan year under the "125 Cafeteria Plan”
B. If medical, dental, and vision insurance plan selections exceed the cafeteria plan allocation, the 2 City will pay the difference of these insurance premiums up to the amounts in the Medical, Dental and Vision Insurance Article of this MOU; said excess premiums are not discretionary.

7. Call Back
A. A "call back" occurs when an employee has left work and is on a regular day off or otherwise off duty and is requested to return to work. Call back does not begin until the employee arrives at duty station and begins work. At no time does a “call back” entitle an employee to “portal” pay or travel time.

An employee shall not be compelled to take vacation or CTO to avoid payment of overtime for a call back.

B. An employee officially called back to duty after being off from scheduled duty for ten (10) hours or more shall be compensated:
 Actual hours worked with a minimum of three (3) hours of pay or compensatory time off at the overtime rate.

C. An employee officially called back to duty after being off from scheduled duty for less than ten (10) hours shall be compensated
 The overtime rate for actual hours worked with a minimum credit of four (4) hours at the overtime rate set forth in the Overtime Article of this agreement.  An employee called back to work in this capacity shall continue to be compensated at the overtime rate for as many continuous hours worked from the reporting time of the call back including regularly scheduled work hours.

D. Multiple call backs within the minimum paid time periods outlined in Sections B and C of this Article will not receive additional compensation.

E. Management shall make every effort to avoid scheduling consecutive workdays (excluding overtime) without a minimum of ten (10) hours of time off with the following exceptions:

1. Shift change;

2. By mutual consent of both management and the employee; or

3. During an emergency or natural disaster.

F. Telephone Consultations: An employee who receives a phone call authorized in advance by the shift commander on off-duty hours for which he or she is not otherwise receiving compensation (i.e. standby or callback pay) shall be paid the time and one-half overtime rate for the time actually spent on the phone call, or ½ hour, whichever is greater. This will apply to phone calls for professional consultation purposes, not routine phone calls such as calling an employee back to work. This section will apply independently to multiple phone calls, even regarding the same event, except if those multiple phone calls occur within the same half hour.

G. Employees are limited on hours worked based on the following:
 16 hours for every 24 hours;
 30 for any 48 hours, and
 84 in any 168 hour period.

With the approval of the Chief of Police, employees can work beyond these hour limits in certain circumstances.
3 8. Canine Pay
It is agreed that employees assigned to serve as canine handlers shall receive the following overtime pay in addition to their regular base salary:

The time spent by a canine handler in the care, grooming and feeding of his/her assigned police dog shall be hours worked payable at a time and one-half overtime rate of $37.4568 per hour (hourly rate of $ 24.9712 at a time and one-half overtime premium) effective July 1, 2016. In order to maintain equivalency, this hourly rate for dog care shall be increased by the same percentage as the general salary increases for Police Officers.

It is agreed that canine handlers normally spend 6 (six) hours per biweekly pay period performing such work and written authorization from the Police Chief must be obtained to perform such work for more than 6 hours.

9. Child Care
The City will maintain a pre-tax salary reduction plan for employee dependent care needs in accordance with Section 129 of the Internal Revenue Code.

10. Educational and/or POST Certificate Incentive Pay Plan A. Effective the beginning of the first full pay period after the City is notified officially by POST of an officer's qualification for an Intermediate or Advance POST certificate, said officer shall receive the supplement to his or her base pay as described in Section B of this Article.

B. The monthly amount of Intermediate or Advance POST pay a full-time employee shall receive is as follows:

Police Officer Sergeant
Effective Date Intermediate Advance Intermediate Advance July 1, 2016 $396 $603 $420 $656
Said supplemental pay shall be included in the employee's regular biweekly paycheck.

11. Emergency Medical Dispatch Personnel
Public Safety Dispatch personnel (Dispatchers I, II and III, and Supervisors) who are certified as Emergency Medical Dispatchers and provide pre-arrival medical instructions to callers to the Police/Fire Communications Center shall be eligible to receive a biweekly premium equal to 5% of the employee’s biweekly base salary.

12. Equal Employment Opportunity
A. The City and the Association agree that the provisions of this agreement shall be applied equally to all employees covered herein without discrimination because of a person’s age (over 40), ancestry, color, mental or physical disability including HIV and AIDS, gender identity and expression, marital status, medical condition (cancer or genetic characteristics), national origin, race, religious belief, sex (including pregnancy/childbirth), sexual orientation, political affiliation, or union membership.

B. The City and the Association agree to commit themselves to the goal of equal employment opportunity in all City services. Further, the Association agrees to encourage their members to assist in the implementation of City equal employment opportunity programs. 4 C. Employees shall adhere to, and have the ability to file a complaint under, the Citywide “Nondiscrimination and Harassment Policy and Employee Complaint Procedure” as that policy may be amended from time to time.

13. Grievance Procedure
A. Any employee who has a grievance shall first try to get it settled through discussion with that employee’s immediate supervisor without undue delay. An employee must discuss the grievance with his/her supervisor within 30 calendar days from the date of occurrence or when the employee knew or should have known of the occurrence of the behavior that is the subject of the grievance. Every effort shall be made to find an acceptable solution at the lowest possible level of supervision.

B. If after such discussion the employee does not believe the grievance has been satisfactorily resolved, that employee may file a formal appeal in writing to the Police Chief within ten (10) calendar days after receiving the informal decision of the immediate supervisor. The Police Chief shall render a written decision and comment to the employee within ten (10) calendar days after receiving the appeal.

C. If after receipt of the written decision of the department head the employee is still dissatisfied, that employee may appeal the decision of the Police Chief to the City Administrator. Such appeal shall be made by filing a written appeal to the City Administrator within five (5) days after receipt of the written decision of the Police Chief. The City Administrator shall review the decision of the Police Chief, and the City Administrator’s decision, which shall be rendered within twenty-five (25) days after the appeal is made, shall be final. The City Administrator may request the advice of the Board of Civil Service Commissioners (Board) in any grievance proceeding, but the City Administrator shall not be bound to follow any recommendation of the Board.

D. Grievances general in nature regarding interpretation of City-wide policy or which involve matters beyond the authority of the Chief of Police, shall be filed with the Assistant City Administrator who shall respond in accordance with the rules applicable to the Police Chief outlined herein.

14. Health Insurance for Unit Members' Survivors
The City shall maintain and pay for the existing level of insurance benefits for up to six (6) months for the surviving family of a unit member who dies in the line of duty, or for such greater period of time required by state or federal law.

15. Holidays
A. Except as indicated below, full-time employees shall accrue fIVE (5.0) hours of holiday leave each biweekly pay period (26 pay periods). Said hours shall be credited to the employee's Holiday bank.

B. The following days shall be designated as holidays by the City:

January 1st (New Year's Day)
3 rd Monday in January (Martin Luther King Jr.’s Birthday) 3rd Monday in February (President's Day)
Last Monday in May (Memorial Day)
June 19th (Juneteenth)
July 4th (Independence Day)
1st Monday in September (Labor Day)
November 11th (Veteran’s Day)
4th Thursday in November (Thanksgiving)
The Friday immediately following Thanksgiving Day
December 25th (Christmas Day)
5 Four additional days (32 hours) each fiscal year may be designated by the employee as holidays .

C. When a holiday falls on a Saturday or Sunday the preceding Friday or following Monday respectively, shall be observed as a legal holiday.

D. If a holiday is requested by the employee and approved by the City or is a day listed in Section B of this Article, and designated by the City and if the employee is called back to work on that holiday, the employee shall receive compensation for the hours worked in accordance with the overtime Article of this Agreement and also shall be entitled to reschedule the holiday for the hours lost. Requests for holiday time off shall not unreasonably be denied.

E. If an employee's holiday bank exceeds 120 hours, the City shall have the option to either require the employee to take holiday time off or to pay the employee for the hours. The option of time off or pay in-lieu of holiday hours shall be at the sole discretion of the City.

F. Employees may schedule up to 80 hours of their accrued holiday time during the regular annual vacation and or shift sign up period established by the Department, pursuant to the same rules and procedures.

16. Implementation of MOU
City shall implement provisions of this Memorandum of Understanding by adopting appropriate resolutions, ordinances, and administrative policies.

17. Jury Duty and Court Appearances
The parties agree that members of the bargaining unit performing jury duty or responding to a subpoena arising from line of duty civil court appearances shall be compensated as though they were on duty. Any and all other remuneration received by the employee for such jury duty or court appearances shall be paid to the City.

A sworn employee who is required by subpoena to be at court outside of his/her regularly scheduled work week regarding a matter arising from line of duty, and whose presence in the courtroom is necessary both before and after a scheduled court lunch period, shall be deemed to be on duty during the scheduled lunch period.

Notwithstanding the above, the Chief of Police has the right to adjust an employee's work schedule in keeping with court appearances, jury duty schedules, and/or needs of the City.

18. Layoff Procedure
In cases of abolition of positions, which result in layoff of personnel, or reduction-in-force, the following seniority policy shall apply to sworn members of the bargaining unit:

A. The individual with the least time in rank shall be first reduced. Where equal time in the rank is the case, total time with the Police Department shall be used to determine seniority.

B. The individual affected shall have the right to "bump" downward to the next lower sworn classification such that the last hired employee in the lowest sworn rank shall be the first employee laid off. Rehiring shall be accomplished pursuant to Section 3.16.350 of the Municipal Code.

In cases of abolition of positions, which result in layoff of personnel, or reduction-in-force, the seniority and layoff policy found in Municipal Code Section 3.16.350 shall apply to non-sworn members of the bargaining unit.
6 19. Life Insurance
The City and the Association agree that employees shall be entitled to a term life insurance policy covering the employee only, the premium for which shall be paid by the City. The limits of life insurance coverage shall be seventy-five thousand ($75,000) of term insurance with one hundred fifty thousand ($150,000) double indemnity in case of accidental death for sworn employees; and fifty thousand ($50,000) of term insurance with one hundred thousand ($100,000) double indemnity in case of accidental death for non-sworn employees. Said life insurance policy will be subject to such reasonable restrictions and requirements as may be imposed by the insurance carrier.

20. Loss Control Support
A. The Association 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.

B. Both the City and the Association recognize the need and will strive to reduce the number of industrial injuries among employees.

C. It is the duty of management to make every reasonable effort to provide and maintain a safe place of employment. The Association 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 report them to their immediate supervisor. 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 Association to the Chief of Police or designated representative. On any matter of safety that is not resolved, consultation will take place between management and Association representatives.

D. It is agreed that the City shall continue maintaining 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.

21. Maintenance of Benefits
A. The City and the Association agree that all benefits other than direct wages as provided by ordinances, resolutions and City Charter in existence at the commencement of this agreement shall not be diminished, lessened, altered or reduced except as may be herein provided for the duration of the agreement.

B. Wage adjustments as provided for from time to time by ordinance, resolution, or City Charter, as such may be amended in accordance with this agreement, shall also continue for the duration of this agreement.

C. City and Association shall meet and confer concerning any work schedule changes from current 4/10, 3/12.5, or 4/11-3/11 work schedule management options for sworn personnel. 7 22. Management Rights
The rights of the City include, but are not limited to, the exclusive right to determine the mission of its constituent departments, commissions and boards; set standards of service; determine the procedures and standards of selection for employment and promotion; direct its employees; take disciplinary action; relieve its employees from duty because of economic reasons or for cause as provided in Section 1007 of the City Charter; maintain the efficiency of governmental operations; determine the methods, means and personnel by which government operations are to be conducted; determine the content of job classifications; take all necessary actions to carry out its mission in emergencies; and exercise complete control and discretion over its organization and the technology of performing its work.

23. Medical, Dental, and Vision Insurance
A. The parties agree that the City will pay 100% of the premium for medical insurance for the employee only up to a monthly maximum starting first pay period in October 2025 as follows:

PPO that is coordinated with a Health Reimbursement Account (HRA): $2,078.54 All other Health Plans: $1,978.54
It is agreed that should the amount of subject premium be less than the limits herein described, the difference between the employee only premiums and said dollar amount limits shall be applied to employee dependent medical coverage, if any.

B. For an employee enrolled in a PPO plan that is coordinated with a Health Savings Account (HSA), the City will match the employee’s contribution to the HSA on a dollar-for-dollar basis, not to exceed a maximum City contribution of $75.00 per month, provided however that the total combined employer and employee amount will not exceed the annual indexed allowable HSA contribution limits.

C. The City will pay for the premium for dental insurance up to a monthly maximum of $105.00.

D. For the length of this agreement the City will pay for the premium for vision insurance up to a monthly maximum of $7.50.

E. The City retains full and complete control over the selection, approval and administration of insurance programs to include selection of carrier, insurance contract renewal and changes in program specifications.

F. Should the City discontinue offering an HMO plan, or discontinue offering an HRA coordinated PPO plan, or discontinue offering an HSA-coordinated PPO plan, the parties will reopen negotiations for the sole purpose of developing an alternative City contribution structure that will maintain the same total City contribution toward bargaining unit medical benefits as was in place immediately before the change.

G. The parties will reopen negotiations to address cost-neutral changes to the structure of contributions under this Article, Article 6 (Cafeteria Plan), Article 3 (Benefits- Part-time employees) and related articles that may be necessary to avoid impacts of the Affordable Care Act (e.g. Cadillac Tax, affordability provisions, etc.) H. Effective January 1, 2023, at the request of the Union, the parties agree to meet regarding on duty work out time.

I. The parties agree to a reopener on the City’s contribution of $100 per month to if a Retiree Medical Trust has been set up.
8 J. The City and the union agree to a reopener on establishing a Medical Health Care Trust.

24. Meeting and Conferring
Except as provided in the “Municipal Code Changes” Article of this Agreement, or as otherwise provided in this Agreement, the parties agree that there shall be no meeting or conferring over any issues of wages, hours, or other terms and conditions of employment covered by this agreement during the term of this agreement unless both parties consent.

25. Municipal Code Changes
During the term of the Agreement the City and the Association shall meet and confer with regard to any City proposed updates to Santa Barbara Municipal Code Title 3 affecting the terms and conditions of employment of Association Members as required by law.

26. No Unfair Labor Practices
The parties agree that during the term of this agreement the City will not lock out employees and the Association will not engage in labor practices detrimental to providing services to the Citizens of Santa Barbara, or detrimental to the interests of the City; nor will the Association sanction, support, condone, approve, or engage in a strike, sit-in, slow down, work stoppage, or speed-up.

The City and the Association further agree that all matters of controversy concerning issues covered by this agreement, will be settled by established grievance procedures.

The Association acknowledges that violations of the above shall be just cause for disciplinary action including termination.

27. "Professional Staff" Shift Assignments
Professional Staff personnel in the bargaining unit shall normally be allowed a minimum of ten (10) hours off between shifts unless the employee consents otherwise. The above ten hour provision shall not apply during the regular periods of shift rotation, in cases where the employee has worked overtime prior to reporting for his/her next regular shift assignment, or in cases of emergency.

28. Overtime
A. Professional Staff - Except as provided in the Call Back Article, overtime shall be defined as any hours worked beyond eighty (40) hours in a seven-day work week. For the purpose of computing overtime, all regular, scheduled work hours, including paid leave time, shall be considered time worked.

B. Overtime shall continue to be compensated at a time and one-half overtime cash or time and one-half CTO rate.

C. If an employee’s scheduled overtime is cancelled within 8 hours of the scheduled overtime start time, the employee will receive 3 hours of pay at straight time.

D. If an employee is called back to work or held over from his/her previous regularly scheduled shift and works five (5) or more hours outside his/her normal shift, and any portion of the hours worked on a call-back or hold-over basis falls within five (5) hours of the beginning of his/her next scheduled shift, that employee will be receive at least five (5) hours of continuous rest before resuming work without a loss in pay. If any portion of the rest period falls during the next regularly scheduled shift, then that portion of the rest period will be paid by the City at the employee’s normal straight time pay rate. The employee shall have no restrictions on the location of the rest 9 area.

If such call-back or hold over is concluded less than 3 hours before the start of the employee’s next scheduled shift, then the employee may request to take the equivalent paid rest period at the back-end of the shift instead. If the request is approved, the employee will be paid at the employee’s normal straight time rate during the regularly scheduled shift and the rest period.

E. An employee who has accrued CTO shall be permitted to use such time within a reasonable period after making the request to do so if the use of compensatory time does not unduly disrupt the operations of the City. For purposes of this provision, “unduly disrupt the operation of the City” shall include, but not be limited to, requested use of compensatory time during Fiesta (Old Spanish Days), July 4th, and Christmas.

F. The City shall have the option to pay off all overtime subject to an employee retaining a CTO bank that shall not exceed a maximum of 50 hours.

G. Overtime for declared disasters shall be paid at time and one-half only if federal or State disaster or emergency relief funds are made available to defray costs. Section F of this Article shall apply to the duration of emergency incidents, not the duration of the formal declared emergency.

H. Employees may use up to 40 emergency leave hours per calendar year from their overtime bank for time off due to illness or injury of their spouse, registered domestic partner, or children. Such emergency leave shall not be withheld by the City, and shall be in addition to paid sick leave use for this purpose under State law. Emergency leave shall be deducted from the employee's accumulated overtime. No emergency leave payment shall be made except after satisfactory evidence of dependent illness or injury has been accepted and approved by the Chief of Police.

I. The City shall report the value of Employer Paid Member Contributions (EPMC) to PERS as compensation earnable for Classic Miscellaneous employees pursuant to Government Code Section 20636(c)(4).

29. Payroll Deductions/Direct Deposit
A. Any changes in Association dues deduction only shall be subject to indemnification of City by the Association.

B. City shall maintain a payroll program with equal bi-weekly deductions (24 checks plus 2 checks without voluntary deductions).

C. All employees shall participate in the City’s payroll direct deposit program.

1. Each employee shall execute a payroll authorization form and submit avoided 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 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. Employees will receive and be able to access this information electronically via the City’s computer system.
10 30. Premium Pay for Use of Bilingual Skills
For all full-time Patrol Officers and employees in other positions designated by the Chief of Police, who establish to the satisfaction of the Chief and the Human Resources Manager proficiency in conversing and reading skills in Spanish, as demonstrated by appropriate testing every other year, the City will pay premium pay of $51.20 each biweekly pay period.

For all full-time employees in positions designated by the Chief of Police who meet the following qualifications, the City paid premium will be $102.50 each biweekly pay period:

A. Establish to the satisfaction of the Chief and the Human Resources Manager a complex level of verbal and/or written proficiency in Spanish as demonstrated by appropriate testing every other year.

B. Provide written translation from Spanish-to-English and English-to-Spanish and/or act as a translator for complicated interviews with Spanish speaking witnesses or suspects.

31. Recruitment and Retention Incentives
The City may, at its option, implement any of the following recruitment incentive programs at any time during the term of this Agreement:

A. Vacation Credit for Prior City Service: An employee who (1) received a performance evaluation of “meets standards” or better on his or her last two performance evaluations, and (2) separates from City service and then is rehired within 3 years of his or her termination date, may recoup his or her past service credit toward the vacation accrual rate. Such employee may also be eligible for credit for other government service under section B of this article.

B. Vacation and Sick Leave Credit for Prior Government Service: An employee appointed from outside City of Santa Barbara government service within 6 months of leaving employment with either a city, county, state agency, federal agency or special district and who, in the opinion of the Police Chief, possesses government experience directly related to the position to which he or she has been appointed, may receive credit for years of prior service with his or her immediate previous government employer in the following ways:

Vacation Accrual: Upon appointment, employee will receive credit for the full prior years of service at his or her immediate previous government employer toward the initial vacation accrual rate. Employee will not be eligible to progress to a higher accrual rate until employee has the normal required minimum amount of City of Santa Barbara service (including prior service under Section A of this Article) for that accrual rate.

Sick Leave: Employee will be credited with 96 hours of sick leave. Thereafter, employee will accrue sick leave at the normal rate.

C. Uniform: New employees may be provided an initial uniform set at City cost.

D. Signing Bonus: New employees who have already completed a full basic academy at the time of hire (e.g., a lateral hire or a post-academy hire) may be provided a signing bonus in an amount determined by the City.

E. Employee Referral Bonus: Existing employees who refer an applicant from outside City employment who is hired and successfully completes the probationary period may be provided a referral Bonus. The City may establish the amount of such bonus and procedures for documenting the referral at the time of application.

F. Longevity Pay: Effective July 15, 2024, in recognition of continuous full-time employment with the City of Santa Barbara, excluding unpaid breaks in service, the eligible employee (sworn 11 and non-sworn) shall be paid in addition to his/her salary range an increase in pay equal to the below schedule. Such increases are in total and not stackable. For example, an employee at the 15 and more year’s level would receive only 6.0% and not a 12% salary increase.  5 Years; 2%
 10 Years; 2% (Max 4%)
 15 and More Years 2% (Max 6%

32. Retiree Medical Insurance Contribution
A. This provision is applicable to employees who retire from City service, and

1. Have 15 or more years of regular City service; or

2. Retire from the City with an industrial disability.

B. The City shall contribute $12.00 per month, per year of service up to a maximum of 35 years (i.e., $420.00/month) towards the purchase of medical insurance for the retiree and his/her spouse or domestic partner registered with the City Clerk or the Secretary of State, if applicable. Employees will receive a prorated contribution for portions of a year of service. Service will be calculated based on the nearest full one hundredth (.01) of a year. (For example, an employee retiring on November 30th with 15.233 years of service will receive 15.23 x $8.70= $132.50 per month).

Accrued liability for past retiree medical increases was factored into past labor agreements and will not be charged again toward costing in future negotiations.

C. The retiree is not limited to the purchase of a City sponsored plan, provided however, that if the retiree purchases another insurance plan, the retiree must supply the City with adequate proof of insurance coverage prior to any contribution from the City. Proof of such coverage shall be provided to the City on a periodic basis, as determined by the City.

The City will contribute only up to the maximum monthly premium of the City's sponsored plan.

D. Except as specifically provided in Section F of this article, below, the City shall continue to make its contribution until the retiree reaches age 65 or dies, whichever occurs first. If there is a surviving spouse or registered domestic partner, he/she will be permitted to remain on the medical insurance plan at his/her own cost, subject to the conditions set forth by the insurance company.

E. The City will continue the normal retiree medical allowance past the age of 65 for the five (5) employees named below who retire after December 23, 2006 and thereafter certify, on an annual basis, that they are not eligible to apply for Medicare Part A (hospitalization) coverage on the basis of their City service, other covered employment, through a spouse’s covered employment, or through any other means.

Name Title Hire Date

1. Robert E. Casey Police Officer 1/6/75

2. David M. Gonzales Police Sergeant 3/7/77

3. George B. Hansen Police Officer 7/13/79

4. Jessie M. Ramey Parking Enforcement Officer 2/11/75

5. Kathryn H. Denlinger Parking Enforcement Officer 10/19/77 The City shall continue to make its contribution until the retiree dies. However, if at the time the retiree dies there is a surviving spouse or registered domestic partner over 65 years of age who is not eligible for Medicare Part A, one half of the allowance will continue until the death of the spouse or registered domestic partner.
12 F. In the event Health Care legislation is passed which affects the nature of the benefit described above, the parties will reopen negotiations and modify this benefit, if necessary, so as to maintain their original intent (e.g., eligibility, scope, cost).

33. Retirement
A. The City contract with the Public Employees' Retirement System (PERS) shall provide the 3% at age 50 benefit formula for all Classic Police Safety members.

B. Safety Employees will pay the full 9% member contribution.

C. The City contract with the Public Employees' Retirement System (PERS) shall provide the 2.7% at age 55 benefit formula for all Classic Miscellaneous members.

D. Under the negotiated 2.7% at 55 cost/benefit sharing formula for Classic Miscellaneous employees:

1. If the PERS miscellaneous plan employer rate is exactly equal to 20.164%, the employee shall pay 7.162% of the 8% required employee contribution. The City will pay 0.838% of the 8% required employee contribution.

2. If the employer rate is less than 20.164%, the employee shall receive credit for 30.559% of the amount by which the employer rate is less than 20.164%. The credit shall be applied until the City again pays a full 7% of the 8% required employee contribution.
[For example: If the employer rate is only 18.164% of PERS-able compensation, the City will pay an additional 0.61% (2% times 30.559%) of the 8% employee contribution, for a total of 1.448%];

3. If the employer rate exceeds 20.164%, the employee shall pay 30.559% of the amount by which the employer rate exceeds 20.164%. The employee shall pay for this cost in the following manner:
i. First, through an increase in the employee-paid portion of the 8% required employee contribution up to a maximum increase of 0.838% [For example: If the employer rate is 22.164% of PERS-able compensation, the employee will pay an additional 0.61% (2% times

30.559%) of the 8% employee contribution, for a total of 7.772%]; ii. Second, through payroll deduction.
[For example: If the employer rate is 25.164% of PERS-able compensation, the employee will pay an additional 1.528% (5% times

30.559%) of PERS-able compensation as follows: an additional 0.838% (8%-7.162%) to cover the full 8% employee contribution, and a payroll deduction equal to 0.69% (1.528%-0.838%) of PERS-able compensation.] E. Should the City and the General Employees, SEIU Local 620 agree to change the classic member cost/benefit sharing formula described above for FY 2020-2021 (i.e. July 1, 2020) through its 2020 negotiations on a successor MOU in a manner that is more favorable to employees, then the nonsworn classic member miscellaneous employees shall also receive the same more favorable change to their cost/benefit sharing formula.

F. The City will provide the PERS One-Year Highest Compensation benefit to Classic Safety and Miscellaneous employees.

G. The City will provide an amendment to the Public Employees' Retirement System (PERS) contract to allow widows/widowers to continue receiving benefits upon remarriage.

H. The City will provide the PERS Increased Level of 1959 Survivor Benefits (Level Two) for 13 Safety employees, and the PERS Increased Level of 1959 Survivor Benefits (Level Four) for Miscellaneous employees.

The PERS contract shall provide for Public Service Credit for Peace Corps or Americorps:

I. Volunteers in Service to America (VISTA) for Miscellaneous employees only.

J. Notwithstanding the provisions above, effective January 1, 2013, new members as defined by California Public Employees’ Pension Reform Act of 2013 (hereinafter “AB 340”) will be covered under the 2.7% at 57 Safety retirement formula or the 2% at 62 Miscellaneous retirement formula, with a final compensation measurement period of the average of the highest three (3) consecutive years, as well as all other statutory requirements of AB 340. Effective July 1, 2013, new employees and/or members as defined by AB 340 shall contribute half the normal cost for benefits, as defined by AB 340; the City will not pay any portion of these employees’ required contributions.

34. Retroactivity
In the first pay period of October 2025, In recognition for no salary retroactivity, Each employee to receive a one-time lump sum payment of $1,500 that they can elect to either receive the cash or elect to place into a deferred compensation account set up by the City and subject to the rules of IRS Code section 457 to which s/he may make contributions for the time period of the new fiscal year and when the MOU is adopted by the City Council. The lump sum is a one-time non PERSable contribution. Employee is eligible to receive this contribution if they are an active City employee and bargaining unit member on the date that the City Council ratifies this Agreement.

The City will match the employee’s voluntary deferrals, up to 1% of their base salary, subject to the annual IRS contribution limits.

35. Salary Adjustments
A. All sworn positions represented by the Association (police officers and police sergeants) shall receive the following regular increases to base salary:

Sworn COLA:

Date Increase
September 20, 2025 5.00%
July 1, 2026 4.50%
Sworn Market Rate Adjustments - Across the board salary increases as follows:

Date Increase
September 20, 2025 5.00%
July 1, 2026 2.50%
B. All professional staff positions represented by the Association shall receive the following regular base salary increases:

Date Increase
September 20, 2025 5.00%
July 1, 2026 4.500%
C. The survey agencies to be used for future salary/compensation survey purposes shall be:
a. Beverly Hills;
14 b. Irvine;
c. Santa Cruz
d. Santa Monica;
e. Huntington Beach;
f. Oxnard;
g. Newport Beach;
h. Pasadena;
i. Torrance;
j. Burbank
D. Union reserves its right to demand that the City meet and confer over the decision, impacts/effects on wages, hours, and other negotiable terms and conditions of employment related to a management decision to transfer all or some law enforcement functions at the Airport to Police Department employees in the Police Officers Association.

E. Upon completion of the City’s Classification and Compensation Study, either the City or the Union may request to reopen on a limited basis the article on salaries only and with respect to the results and implementation of the Classification and Compensation Study. Such a request must be in writing.

36. Salary Increases Upon Promotion
Employees shall receive at least a five percent (5%) salary increase upon promotion provided however that the City shall not be required to pay a salary in excess of the authorized salary range in the City Position and Salary Control Resolution.

For purposes of this article, the base for the (5%) salary increase shall be the employee's current step on the appropriate salary range plus Specialty Assignment pay if appropriate. All officers promoted to the classification of Sergeant shall be appointed to "C" Step.

37. Salary Ranges for Police Officer
A. Effective July 9, 2016, there shall be four base salary ranges for the classification of Police Officer (Ranges A, B, C, and D) at 2% apart. Each salary range shall include five (5) salary steps (Steps 1 through 5) and be reflected on the City’s publicly available pay schedule.

B. Salary Range Assignment

1. Range A will be set at the prior single base salary range for Police Officer, inclusive of any salary increase provided in this Agreement. All new assignments to the Police Officer classification shall be in range A, and any officer not meeting the requirements for placement in ranges B, C, or D shall be assigned to range A.

2. An officer will be assigned on the Range “B”:
 During the active performance of a Senior Officer assignment, OR  If he/she has successfully completed one Senior Officer assignment for the minimum period of time determined for the assignment by the Chief of Police AND  He/she meets or exceeds performance standards, remains available to work any assignment, and continues to apply for and compete in good faith for upcoming Senior Officer Assignments.

3. An officer will be assigned on the Range “C”:
 During the active performance of a Senior Officer assignment if he/she has successfully completed one previous and different Senior Officer assignment for 15 the minimum period of time determined for the assignment by the Chief of Police OR
 If he/she has completed two full Senior Officer assignments for the minimum period of time determined for the assignments by the Chief of Police, AND  He/she meets or exceeds performance standards, remains available to work any assignment, and continues to apply for and compete in good faith for upcoming Senior Officer Assignments.

4. An officer will be assigned on the Range “D”:
 During the active performance of a Senior Officer assignment if he/she has successfully completed two previous and different Senior Officer assignments for the minimum period of time determined for the assignments by the Chief of Police OR
 If he/she has completed three or more full Senior Officer assignments for the minimum period of time determined for the assignment by the Chief of Police, AND  He/she meets or exceeds performance standards, remains available to work any assignment, and continues to apply for and compete in good faith for other upcoming Senior Officer Assignments.

5. At the discretion of the Police Chief, based on the needs of the department, credit for a reassignment to a Senior Officer assignment previously completed may be granted as if it were a different assignment.

C. Movement between salary ranges shall be from the employee’s current salary step in one range to the same salary step in the other range. Movement from one salary step to another salary step within the Police Officer classification, regardless of the assigned salary range, will be governed by Article 38 (Salary Step Movement) of this Agreement.

D. Effective July 1, 2022, the former specialty assignment pay program will be discontinued. All employees that were receiving 2% specialty assignment pay will be placed at their current salary step in salary range B. All employees that were receiving 4% specialty assignment pay will be placed at their current salary step in salary range C. All employees that were receiving 6% specialty assignment pay will be placed at their current salary step in salary range D. Time spent in the prior specialty assignments will be credited toward the corresponding Senior Officer assignments.

E. Credit for successful completion of a Senior Officer assignment, shall require that the position be held for a minimum of 75% of the maximum duration of that assignment unless approved by the Police Chief. If the employee is on a leave of absence of more than 30 consecutive calendar days during the assignment, the maximum duration of the assignment will be extended by the period of the leave. Duration of Senior Officer assignments will be determined and publicized in advance by the Police Chief.

F. The Police Chief shall have sole discretion over the number and nature of Senior Officer assignments based on the needs of the Department. The Police Chief may create, abolish, or change the duration of a Senior Officer assignment at any time. Officers currently performing the assignment will receive full credit for any abolished assignment. For a lengthened assignment, officers currently performing the assignment shall receive credit based on assignment duration publicized at the time they applied.

G. At the sole discretion of the Police Chief, certain Senior Officer assignments may be designated as “long-term assignments" not having a maximum duration, and allowing credit for more than one Senior Officer assignment, for purposes of salary range placement. For these assignments, the first 4 years in the assignment will be counted as the first Senior 16 Officer assignment, years 4 to 6 will be counted as a second Senior Officer assignment, and years 6 to 8 as the third Senior Officer assignment.

H. If an employee has been moved back to Salary Range A as a result of failing to meet the requirements to maintain a salary range for which he or she previously qualified, the employee may be moved back to the higher salary range by again complying with the above requirements for retention of that salary range.

38. Salary Step Movement
The parties agree that achieving the second salary step, or "Step 2," and subsequent salary steps thereafter, shall require, in addition to satisfactory performance, a period of one year of actual service.

It is further agreed that any salary adjustments in cases of employee reclassification shall not necessarily move "step to step."

39. Scope of Representation
A. The Association represents all employees (except hourly and confidential employees) in a police bargaining unit composed of the following job classifications:

Police Sergeant
Police Officer
Police Officer - Entry Level
Identification Technician
Public Safety Dispatcher (I,II,III)
Public Safety Dispatcher Supervisor
Police Property/Evidence Technician
Police Crime Analyst
Parking Enforcement Officer
Police Records Specialist
Police Records Supervisor
Police Service Coordinator
Police Service Specialist
Police Technician
Reclassification of these positions that does not entail changes in job duties or responsibilities will not affect their inclusion in the bargaining unit except as is provided by applicable State law.

B. If the City creates a Community Services Officer classification to perform some or all functions currently being performed by sworn officers, but not requiring the service of a sworn employee, the classification will be included as a professional staff classification in the bargaining unit. City agrees that the creation of new Community Services Officer positions will not result in layoff of any sworn officer.

C. Police Officer Bill of Rights (POBR) and the remedies contained therein, shall only apply to sworn personnel pursuant to Government Code section 3301 except that the rights during interrogation set forth under section 3303 shall be afforded to professional staff personnel. This shall not bestow upon professional staff personnel any other rights or remedies afforded by POBR.

40. Service Credit for Sick Leave Upon Retirement
At the time of retirement, the City shall purchase an annuity for a retiring employee that pays a monthly benefit similar to the PERS amendment that provides service credit for sick leave under Government Code Section 20965.

The following conditions apply to this benefit:
17 A. In order to qualify for service credit for sick leave upon retirement, the retiring employee must have been hired by the City on or before September 17, 2013 and have at least 500 sick leave hours; B. The conversion rate of 0.004 years of service credit for each day of sick leave is utilized. (For purposes of this section, a "day" is the equivalent of eight (8) hours.); C. The retiring employee may take the cash purchase value of the annuity in lieu of the monthly annuity; D. Prior to September 17, 2013, PERS safety group members who obtain 90% of final compensation upon retirement are not eligible for this benefit; however, employees who retire on or after September 17, 2013 and who obtain 90% of final compensation upon retirement will be eligible for this benefit; and
E. If the City amends its PERS Miscellaneous or Police contract to include service credit for sick leave upon retirement, non-safety or Police members, respectively will be included in that PERS contract amendment and the annuity program will be discontinued for that group.

41. Shift Differential
A. Professional Staff: Full-time, professional staff personnel regularly assigned to a shift of eight (8) or more hours shall receive:

1. Swing shift differential pay when 50% or more of the hours of their regularly assigned shift , excluding overtime, falls between 5:00 p.m. and midnight; or

2. Graveyard shift differential pay when 50% or more of the hours of their regularly assigned shift, excluding overtime, falls between midnight and 7:00 a.m.

Employees who are regularly assigned to a shift that does not meet the definition of a swing shift or graveyard shift shall not receive shift differential. This includes, but is not limited to, circumstances wherein an employee may be called back to work or scheduled to work an overtime shift that qualifies for shift differential pay when regularly assigned to the shift.

The biweekly amount of shift differential for a full-time employee shall be as follows:

Effective Date Swing Shift Biweekly Graveyard Shift Biweekly July 1, 2016 $64 $128
B. Patrol Sworn Staff: Full-time, sworn personnel (Officers and Sergeants) regularly assigned patrol on a shift of eight (8) or more hours shall receive:

1. Graveyard shift – Only applicable to sworn Officers who are routinely and consistently assigned to work the graveyard shift upon shift sign-ups or by placement due to department needs and only if assigned more than one schedule pay period (14-days, or 2 weeks)
Effective Date Graveyard Shift Hourly Pay
September 20,
2025
$3.50 per hour

42. Sick Leave
i. Employees shall accrue sick leave at the rate of eight (8) hours per month of service rendered up to a maximum of 2,080 hours of accumulated sick leave. ii. The City's "non-replenishable" sick leave program (M.C. 3.08.150b) shall be retained for the term of this agreement.
18 iii. A full-time employee may use up to 48 hours of available accrued sick leave (the equivalent of 6 months of accrual) per calendar year for the diagnosis, care, or treatment of an existing health condition of, or preventive care for, a family member of the employee. “Family member” means any of the following: a spouse or registered domestic partner; a child (biological, adopted, or foster child, stepchild, legal ward, or a child to whom the employee stands in loco parentis, regardless of age or dependency status); a parent (biological, adoptive, or foster parent, stepparent, or legal guardian) of an employee or the employee’s spouse or registered domestic partner; a person who stood in loco parentis when the employee was a minor child; a grandparent; a grandchild; or a sibling. Part-time employees may use the equivalent of six (6) months of sick leave accrual at their prorated accrual rate for such purposes. All rules for use of sick leave will apply, including those regarding physician statement requirements and use of sick leave for medical appointments

43. Special Assignment and Trainer Pay
A. The following Professional Staff Personnel classifications will receive compensation at a rate of three percent (3%) of the base salary outlined below:

Full-time Professional Staff classifications include:
 Identification Technician
 Police Property/Evidence Technician
 Police Property/Evidence Assistant
 Parking Enforcement Officer
 Police Records Specialist
 Police Technician
 Police Services Coordinator
 Police Service Specialist
B. The following Professional Staff Personnel classifications will receive compensation at a rate of four (4%) of the base salary as outlined below.

Full-time Professional Staff classifications include:
 Public Safety Dispatcher II
C. Classifications outlined above, who are assigned and perform ten (10) or more hours of training duties during a city 14 day pay period shall receive the specified percentage of base salary for the pay period.

D. Employees who are temporarily assigned to train for less than ten (10) hours during a city 14- day pay period are not eligible to receive training pay. There shall be no rounding off the 10 hours.

E. Individuals in the any other classifications already designated as trainers within their assigned functions and scope are not eligible for additional training pay.

F.The selection process and procedures are outlined in SBPD Policy 1002.

Additionally, at the request of the Association, the parties agree to meet and confer on the issue of EMD pay as it relates to Police Techs assigned to Dispatch.

G. Two percent (2%) “Firearms pay” will be given to individuals while in the performance of providing firearms training or firearms qualification (these individuals must be pre-designated as sworn firearms instructors) and personnel engaged in range or equipment/inventory related activities such as armorer duties, range maintenance etc. The 2% is pay for the hours or partial hours only 19 while engaged in the range or equipment/inventory related activities.

The firearms training or firearms qualifications must be pre-approved by the Strategic Operations Commander or their designee. Obtaining approval after conducting any of the afore stated duties shall not entitle employee to this pay in which case the Chief or designee has the discretion to authorize payment.

H. The following Certified Sworn Personnel will receive compensation at a rate of seven (7%) of the base salary on an hourly/partial hour bases as outlined below.

POST Certified Field Training Officers assigned to citywide general patrol while actively training a probationary police officer. The seven percent (7%) “City Patrol FTO incentive pay” will be paid to certified FTOs who are assigned and perform general citywide police training. The 7% is pay for the hours or partial hours only while engaged in direct training related activities only. FTO incentive pay is inclusive of the 2% range pay for a total of seven percent (7%)

44. Standby Pay
The City and the Association agree that when an employee is officially designated by management to remain available to return to work, at any time during specific hours outside of normal working hours, the employee shall receive three (3) hours of straight time pay or compensatory time off for each eight (8) hours on standby or fraction thereof. To the extent feasible, the parties agree that standby shall be assigned on an equitable basis to all eligible employees.

The City and Association agree that all employees will be on automatic standby duty during a state of emergency or civil defense disaster as declared by the President of the United States, the Governor of the State, the Mayor of the City, the City Council, or the City Administrator. Such automatic emergency standby shall be without compensation unless the City is reimbursed by the State or federal government for such an expenditure.

45. Term of Agreement
A. This Memorandum of Understanding shall become effective July 1, 2025 and shall remain effective through June 30, 2027.

B. The agreement may be extended beyond its expiration date, if both parties concur.

C. A request to meet and confer shall be filed in writing and meeting and conferring shall commence within ten (10) days of receipt of said request.

46. Time Off for Association Officers
A. Reasonable time off with pay at straight time will be granted to Association officers and negotiators for the purpose of meeting and conferring or consulting with the City subject to approval by the Chief of Police as to specific times.

B. The Association will maintain a complete and current list of its officers and negotiators on file with the Assistant City Administrator.

C. Upon reasonable advance notice, Association officers will be granted up to an aggregate of one hundred sixty (160) hours pay annually for attendance at Association meetings and conventions and for conducting normal and regular Association business during the term of this agreement.

47. Training
The City and the Association agree that all direct costs for all training or instruction required by the City shall be paid for by the City. However, the City shall retain the right to determine what training is required for the employee to improve his performance on the job and to make such training a condition 20 of employment.

For the purposes of this agreement, this section shall include requests by Department Heads for additional training of current employees, subject to the approval of the City Administrator.

Both parties recognize that training programs and the advancement of employees to positions of higher skill are matters of great importance and interest to the City, the Association, and the employees covered by this agreement.

48. Transportation Demand Management
i. Effective December 23, 2006, will provide up to 8 additional carpool parking spaces, based on need, with reasonable distance from the Police Department. ii. Bargaining unit members shall be eligible to participate in any established Citywide Alternative Transportation Program.

49. Tuition Reimbursement
Employees shall be eligible for tuition reimbursement through the City of Santa Barbara’s Educational Reimbursement Program.

50. Unauthorized Leave/Suspension
No sick leave, vacation, or holiday time shall accrue or be paid during any period of unauthorized leave or suspension. Suspension is defined as provided in Municipal Code Section 3.16.310 and City Charter Section 1007. Retroactive accrual of sick leave, vacation, or holiday time shall be provided for suspensions later found to be in error. This section shall not apply to any non-disciplinary suspension.

51. Uniform Allowance
A. Except as indicated below, the City shall provide an annualized uniform allowance to full-time employees in the bargaining unit who are required to maintain a uniform as follows:

Sworn police personnel not assigned motorcycle, SWAT or canine duty $1,038 Sworn police personnel assigned canine duty 1,088
Sworn police personnel assigned motorcycle or SWAT duty 1,238 Professional Staff personnel 863
B. Payment of the uniform allowance will be paid to employees who are on the payroll during the pay period ending two (2) weeks prior to the payday on which the uniform allowance is paid in June or December of each year. Payment will be made in a separate check, in an amount equal to half of the annualized allowance, per the following schedule:

December 12, 2025 and June 12, 2026
December 11, 2026 and June 11, 2027

52. Use of Computer Resources
Employees’ rights and obligations regarding use of the City’s computers and computing resources are governed generally by the City’s computer use policies. The Association and the City agree that occasional and incidental employee use of City computing resources for Association business is allowable within the same parameters applied to other acceptable non-commercial personal use under those policies.

The parties agree that such use shall not interfere with the performance of work duties or the 21 effective delivery of services, and shall not result in any significant cost to the City or compromise the security of City systems. The parties further agree that City computer resources, including the e-mail system, will not be used by the Association or City employees to support or oppose a political campaign or ballot measure.

The Association acknowledges that employees have no expectation of privacy in the use of City computer resources, including but not limited to e-mail and text messaging, even if they are locked or password-protected.

53. Vacation
A. It is agreed that vacation time may be taken as accrued subject to City approval.

B. Effective July 4, 2020, It is agreed that vacation accrual for sworn and non-sworn police personnel shall be in accordance with the following schedule:

Length of Continuous Service Vacation Entitlement
0 through 2 years 96 hours per year
3 through 5 years 120 hours per year
6 through 10 years 176 hours per year
11 through 15 years 200 hours per year
16 and over years 224 hours per year
C Effective the first pay period after October 1, 2025, the maximum vacation accrual will be 500 hours as of October 1, 2025 will be cashed out down to 500 hours. For the first cash out on October 1, 2025, employees are not required to burn 40 hours to qualify. Any employees who has a vacation balance above 500 hours will be cashed out. A employee whose vacation balance reaches the maximum accrual hours will not be eligible to accrue further vacation until such time as the employee has reduced his or her accrued leave balances through time off or catastrophic leave donation, to below the maximum accrual. There is no retroactive grant of vacation compensation for the period of time the vacation compensation was at the cap.

D. In order to qualify for additional vacation cash-out, an employee must take a minimum of forty (40) hours of accrued leave time (vacation leave only) of time during a fiscal year to be eligible to receive cash out of up to hundred (100) hours of vacation time for the same fiscal year. Vacation can only be "cashed out" in 10-hour increments (i.e., 10, 20, 30), and the amount to be cashed out will not exceed the employee's vacation balance at the end of the vacation year.

54. Work Schedule
A. When regular days off (RDO) are changed, reasonable notice shall be given to the affected employee(s). “Reasonable notice” is at least 48 hours unless by mutual consent.

B. Except as provided in Appendix B (Memorandum of Understanding Regarding 3/12.5 Schedule), Appendix C (Memorandum of Understanding Regarding 4/11 – 3/11 Shift Schedule) all sworn employees shall be placed on a 4/10 work schedule. Management retains the right to change an employee’s day off at any time with less than 48 hours’ notice without incurring overtime liability in order to meet departmental needs related to court subpoenas and other planned events. Other planned events shall include incidents such as drug sweeps in Investigations and employee training. Overtime liability for an employee on a 4/10 schedule will continue to occur when an employee works in excess of eighty (80) hours in a 14-day work period as required by the Fair Labor Standards Act (FLSA). 22 Uniformed sworn officers on a 4/10, 3/12.5, or 4/11-3/11 schedule who are subject to call for service during the lunch period will work their scheduled hours and take a one half (1/2) hour paid lunch break. Other sworn (not subject to CFS) and professional staff employees on a 4/10 schedule will work ten (10) hours and take a one-half (1/2) hour or one-hour unpaid lunch break. A change made by management to this practice will be a normal meet and confer issue.

C. Upon mutual agreement between management and an employee represented by the Association, s/he may work a schedule different than that delineated in Section B of this Article.

55. Workers' Compensation: Professional Staff Personnel A. Professional Staff employees who sustain illness or injury arising out of and in the course of their City employment shall receive benefits equal to those mandated by the State of California plus the difference between State mandated benefits and the equivalent of eighty-five percent (85%) of the individual's gross (excluding O.T.) salary, if any, paid by the City for a maximum of ninety (90) working days.

B. This Article shall not be construed to grant employees the use of sick leave benefits in lieu of or to supplement workers' compensation benefits herein or by State law, except as follows:

An employee who returns from an accepted work-related injury or illness to regular duty or modified duty may attend follow-up medical appointments during work hours when it is not possible to arrange such appointments on non-work time. Reasonable advance notice must be given to the supervisor, which in no event shall be less than 24 hours. Release time is subject to supervisory approval based on operational needs. Under these conditions, to account for the lost work time to attend physician, physical therapy, chiropractic, counseling and other physical and mental care appointments, the employee may:

1. Use accrued paid leave time (sick leave, vacation time, compensatory time, or personal leave); or
2, Use ‘industrial leave without pay” if employee has no accrued paid leave time, or

3. If the employee has not reached a permanent and stationary status, the employee may elect to use "industrial leave without pay" if employee does not choose to use accrued paid leave (sick leave, vacation time, compensatory time, or personal leave). However, employees who have reached permanent and stationary status must exhaust available leave balances before being placed on leave without pay.

An employee who has not reached a permanent and stationary status and uses industrial leave without pay may be entitled to “wage loss” under workers’ compensation system depending on eligibility.

The City may make changes to its Personnel Policies including, but not limited to, the Santa Barbara Municipal Code to reflect the substance of this Agreement.

END
23 APPENDIX A- TRAINING AND RELATED TRAVEL TIME FOR REQUIRED CLASSES The purpose of this Appendix is to provide a guide to utilize when determining when an employee is entitled to payment for attending training.

Non-Exempt Employees
The Fair Labor Standards Act (FLSA) indicates that time spent by non-exempt employees in training is compensable unless all of the following conditions are met:

1. Attendance is outside of the employee's regular working hours.

2. Attendance is in fact voluntary. FLSA indicates that attendance is not considered voluntary if the employee believes that present working conditions or the continuance of employment will be adversely affected by non-attendance.

3. The course, lecture, or meeting is not directly related to the employee's job. The regulations state that training is directly related to the employee's job if it is designed to make the employee handle his or her job more effectively, as distinguished from training for another job.

4. The employee does not perform any productive work during such attendance.

If all four of the above conditions are not met, then all hours spent in training (including those outside of normal working hours) are considered to be compensable under FLSA.

If the training is considered compensable and travel time is associated with the employee's attendance, then the next question is whether the time spent traveling should be paid for. , The following must be considered.

1. Travel During Regular Working Hours. If the travel time related to attending required training occurs during normal working hours, then the time is considered to be compensable.

2. Special One-Day, Out-of-Town Travel. Travel time associated with special one-day, out-of-town training is required to be paid for irrespective of the mode of transportation utilized or whether the employee drives or is a passenger. Time that can be excluded from payment is normal home-towork travel time and time spent eating while traveling.

3. Overnight Travel. If an employee travels overnight on business (for more than one day), the employee must be paid for time spent in traveling (except for meal periods) during their normal working hours on their non-working days, such as Saturday, as well as, on their regular working days.

Travel time as a passenger on an airplane, train, boat, bus, or automobile outside of regular working hours is not considered worktime unless the employee performs any actual work or the employee drives a car without being offered public conveyance. Therefore, nighttime travel policies when associated with training for more than one day may prove to be more advantageous. The cost for hotel accommodations and meals for the employee versus the overtime payment should be considered when trying to determine which is more advantageous.

Special Requirements for 207K Exempt Employees
The only special requirement related to 207(k) exempt employees under FLSA relates to time spent in required training when an employee is confined to a campus or to barracks 24 hours a day. Only the time spent in actual training is considered compensable hours of work as long as the other hours are spent in studying or other personal pursuits. Other than this, the same requirements that apply to non-exempt employees apply to 207(k) exempt employees.
24 TRAINING AND RELATED TRAVEL TIME FOR REQUIRED CLASSES- CONTINUED Exempt Employees
In the case of an exempt employee, the MOU is the guiding document in whether training or related travel time is compensable. Generally, exempt employees will only be paid for time spent in required training and travel during normal work hours. Travel outside of regular work hours is excluded.

Employees who have questions regarding the compensability of training and related travel time, may contact either the Chief of Police or one of the Personnel Analysts at Ext. 5316. 25 APPENDIX B- MEMORANDUM OF UNDERSTANDING REGARDING 3/12.5 SCHEDULE This memorandum of understanding was entered into as of September 25, 1999, and amended on July 3, 2001 and December 10, 2015, between the City of Santa Barbara, hereinafter referred to as "City," and the Santa Barbara Police Officers Association, hereinafter referred to as "Association." This agreement is intended to allow the City to implement a "3/12.5" work schedule for some of those Officers and Sergeants assigned to patrol functions.

The work period shall be defined as a 28-day work period as permitted by the Fair Labor Standards Act (FLSA) for law enforcement personnel for all sworn personnel irrespective of their shift assignment in order to accommodate the new "3/12.5" schedule. FLSA mandated overtime for all sworn personnel shall be defined as any hours worked beyond one hundred seventy one (171) hours in a designated twenty-eight (28) day cycle. Overtime under a "4/10" or "3/12.5" work schedule is defined as hours worked beyond the regularly scheduled shift, whether it be a 12.5-, 10-, 9- or 8-hour day. Overtime liability shall also occur if a member works in excess of his/her regularly scheduled 75, 80 or 85 hours in a pay period. The City shall continue for purposes of computing overtime to count all regular, scheduled work hours, including paid leave time, as time worked. Overtime shall continue to be compensated at a time and one-half overtime cash or time and one-half CTO rate but not to exceed the 50 hours CTO maximum bank. Once overtime is earned in connection with any approved method of accrual (daily, biweekly, FLSA) said amounts shall be deducted from overtime owed under any other approved method of accrual. There shall be no double or triple payment of overtime for the same hours involved.

The basic work schedule for those assigned to a "3/12.5" shall be to work 12 shifts of 12.5 hours and one shift of 10 hours during each 28-day work period. This is the equivalent of working 160 hours in a fourweek period; the same as employees assigned to a "4/10", work schedule. The current meal break policy shall apply to all sworn patrol personnel assigned to a "3/12.5" work schedule.

For those assigned to a "3/12.5" schedule, the 10-hour shift must be worked within the designated 28-day work period and is considered an integral part of the City's staffing needs. Therefore, the 10-hour shift is not intended to be "routinely" utilized for leave time. In situations where an employee who, for whatever reason, does not either actually work or report leave time approved by the Department for the required 10- hour shift within the 28-day work period shall have paid leave utilized for any hours necessary to account for the required 160 hours in the following order: CTO, Holiday, Vacation unless an agreement between management and the employee to utilize in a different order. If no leave balances are available, then the hours shall be reported as leave without pay.

The one 10-hour shift shall not be limited to any particular purpose; however, it is generally intended to be utilized to facilitate training, patrol responsibilities or special assignments. Complete flexibility for scheduling this day shall be maintained by management to allow for changing priorities, training availability, and the special needs of the organization.
26 MEMORANDUM OF UNDERSTANDING REGARDING 3/12.5 SCHEDULE- CONTINUED Under the "3/12.5" work schedule employees shall regularly work 75 hours during one biweekly pay period and 85 hours during the other biweekly pay period within the 28-day work cycle. As a matter of convenience for employees assigned to the "3/12.5" work schedule, the City shall ensure that the payments received by the employees at the end of each biweekly pay period are equal, or 80 hours per biweekly pay period, exclusive of any overtime. An exception will be in the case of an employee who does not work the required hours and does not have sufficient leave balances to cover the hours.

Management shall make every reasonable effort to have changes in patrol shift assignments coincide with the end of a 28-day work period. However, if the needs of the department (as determined in the sole discretion of the Police Chief) warrant a change from the "3/12.5" within the 28-day work period, the Association acknowledges that an adjustment will be required to balance the actual hours worked with the actual hours paid . This adjustment may necessitate a deduction from an employee's CTO, holiday, vacation time and/or gross pay. A similar adjustment may be necessary in situations such as, but not limited to, the resignation of an Officer.

The Association agrees that management retains the absolute right to discontinue the use of the "3/12.5" work schedule at any time without having to engage in the meet and confer process. Management also retains the right to assign an officer to either the "3/12.5" or the "4/10" work schedule without having to engage in the meet and confer process. If the "3/12.5 work schedule is discontinued by management, employees assigned to a "3/12.5" work schedule shall return to a "4/10" work schedule. 27 CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Adoption of a Resolution and Authorization for Cooperative Agreement for the Cliff Drive and Milpas Street Safety Projects [Resolution; Agreement]
RECOMMENDATION: That Council:

A. Authorize the Public Works Director to execute the Measure A Cycle 6 Project Cooperative Agreement between the City of Santa Barbara and the Santa Barbara County Association of Governments for the Cliff Drive: Urban Highway to Complete Street Transformation and Milpas Street Crosswalk Safety and Sidewalk Widening Projects; and
B. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara Amending Resolution No. 25-066, Adopting the Budget for Fiscal Year 2026, to Appropriate Measure A Cycle 6 Grant Funds for the Cliff Drive: Urban Highway to Complete Street Transformation and Milpas Street Crosswalk Safety and Sidewalk Widening Projects.

EXECUTIVE SUMMARY:

The City of Santa Barbara (City) was awarded $1,872,726 in Measure A grant funding from the Santa Barbara County Association of Governments (SBCAG) Board to supplement construction funding for the Cliff Drive: Urban Highway to Complete Street Transformation Project and the Milpas Street Crosswalk Safety and Sidewalk Widening Project. Both projects are primarily funded by the State’s Active Transportation Program (ATP) with City obligated matching funds from Measure C. In addition to appropriating the funding, the City is required to enter into a Cooperative Agreement with SBCAG, which includes timely use of funds deadlines, matching fund commitments, and eligible use of funding.

Agenda Item No. 9
File Code No. 530.04
Council Agenda Report
Adoption of a Resolution and Authorization for Cooperative Agreement for the Cliff Drive and Milpas Street Safety Projects [Resolution; Agreement] September 9, 2025

DISCUSSION:

Background
Measure A is a sales tax measure approved by Santa Barbara County voters in November 2008. Measure A provides local sales tax revenues for transportation projects in Santa Barbara County over the 30-year life of the measure and is administered by SBCAG. The City is eligible to compete for grant funding under Measure A for the Safe Routes to School Grant Program and the Bicycle and Pedestrian Grant Program. The grant cycles are every three years. In 2025, SBCAG announced a call for projects for Cycle 6 of the South Coast Measure A Safe Routes to School and the Bicycle and Pedestrian Grant Programs. Eligible local agencies were required to submit final applications to SBCAG in April 2025. In June 2025, the SBCAG Board approved funding for two of four projects the City submitted. Included below are project descriptions for the funded projects.

Project Descriptions
Cliff Drive: Urban Highway to Complete Street Transformation Project The Cliff Drive: Urban Highway to Complete Street Transformation Project, which is also known as the Cliff Drive Vision Zero Project (Cliff Project), addresses the community’s desire to transform Cliff Drive into a neighborhood-serving street connecting schools, local services, and parks. The goals of the project are to enhance mobility, improve safety, and create multi-modal transit opportunities in compliance with the Americans with Disabilities Act (ADA). The project site extends along Cliff Drive from the Arroyo Burro County Beach Park entrance (west) to Castillo Street (east) within the coastal zone. The project includes a three-mile separated bike path along Cliff Drive and is part of the 30- mile long Coastal Bike Route from the University of California Santa Barbara to Ventura County. It includes the following pedestrian and safety infrastructure enhancements:
 Four new traffic signals along Cliff Drive;
 Fourteen new crosswalks and safety enhancements to four existing crosswalks;  Safety features at crossings including curb extensions, widened sidewalks, high visibility crosswalk markings, median refuge islands, rectangular rapid flashing beacons (RRFBs) at unsignalized intersections, and safety lighting;  A new crosswalk at Cliff Drive and Salida Del Sol for improved coastal access and a safe walking route to Washington Elementary School;
 A wider sidewalk on Flora Vista Drive between Cliff Drive and Red Rose Way;  Curb extensions at the Flora Vista Drive/Red Rose Way intersection to improve safety for students walking or biking to Monroe Elementary School; and  A wider sidewalk on Loma Alta Drive to improve connectivity to McKinley Elementary School.

Council Agenda Report
Adoption of a Resolution and Authorization for Cooperative Agreement for the Cliff Drive and Milpas Street Safety Projects [Resolution; Agreement] September 9, 2025

The Milpas Street Crosswalk Safety and Sidewalk Widening Project (Milpas Project) site is along Milpas Street between Quinientos Street (south) and Canon Perdido Street (north). This location is a designated Vision Zero Priority Corridor. The Milpas Project includes the following enhancements to address the collision patterns:
 New curb extensions at eight intersections;
 High visibility crosswalks;
 Additional street lighting;
 Accessibility improvements between intersections;
 Widened sidewalks at street corners and transit stops;  Installation of leading pedestrian intervals at signalized intersections;  New traffic signal at the intersection of Milpas and Yanonali Streets;  An additional median refuge island and RRFBs at the intersection of Milpas and Ortega Streets;
 Three-foot-wide buffers added to the existing bike lanes between Cota and Canon Perdido Streets; and
 Additional bicycle parking.

BUDGET/FINANCIAL INFORMATION:

The following table summarizes the estimated construction costs for the two projects:

ESTIMATED TOTAL COST
Projects Measure A
Grant ATP Grant City Match Total
Cliff Project $1,280,926 $24,087,000 $5,820,000 $31,187,926 Milpas Project $591,800 $6,720,000 $1,500,000 $8,811,800 Total $1,872,726 $30,807,000 $7,320,000 $39,999,726
With Council’s approval of the recommended Cooperative Agreement and Resolution, the Measure A grant funds in the amount of $1,872,726 will be appropriated into the Streets Grant Capital Fund for the construction phases of the two projects. The ATP grant funds and City’s match funds for construction will come before Council with the award of each construction contract in fall 2026.

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

Milpas Street Crosswalk Safety and Sidewalk Widening Project Council Agenda Report
Adoption of a Resolution and Authorization for Cooperative Agreement for the Cliff Drive and Milpas Street Safety Projects [Resolution; Agreement] September 9, 2025

COMMUNITY ENGAGEMENT:

Community engagement along Cliff Drive is documented in the City’s 2016 Bicycle Master Plan, the 2006 Pedestrian Master Plan, and project-related community engagements from 2013 to the present. Most recently, community meetings were held online and in person on June 4, 2025, and June 5, 2025, to update the community on the Cliff Project’s design. Staff also presented to the Street Tree Advisory Committee (STAC) and the Parks and Recreation Commission (PRC) for approval to remove 23 street trees and plant 70 new street trees as part of the project. The PRC approved the request and recommended the street tree designation to include 11 new tree species for the Cliff Drive Street Tree Master Plan. On June 26, 2025, staff provided a project update to the City’s Transportation and Circulation Committee (TCC). Future community outreach efforts will focus on the construction phase of the Cliff Project.

Community engagement along Milpas Street is documented in the 2006 Pedestrian Master Plan, the 2016 Bicycle Master Plan, and several project-specific engagements from 2019 to the present. Most recently, staff went to the STAC and PRC for approval to remove 13 street trees for required ADA clearance for path of travel and sightline issues affecting traffic and plant 37 new street trees as part of the Milpas Project. The PRC approved the request and recommended four new canopy species to plant, including the Water Gum, Sydney Red Gum, New Zealand Christmas, and African Fern Pine trees. The Milpas Project went before City Council on March 11, 2025, for an appeal by a resident of the PRC’s approval. City Council denied the resident’s appeal.

On April 24, 2025, staff provided a project update to the TCC. Future community outreach efforts will focus on the construction phase of the Milpas Project.

SUSTAINABILITY IMPACT:

The Cliff and Milpas Projects will improve safety for pedestrians and cyclists and contribute to the City’s sustainability goals by encouraging active transportation, thereby reducing energy consumption and air pollution. The projects are also consistent with the City’s Vision Zero Strategy and City’s Climate Action Plan.

ENVIRONMENTAL REVIEW:

The Cliff and Milpas Projects were subject to environmental review. On July 29, 2025, City Council determined the Cliff Project was exempt under California Environmental Quality Act (CEQA) Guidelines Section 15301 (c) Existing Facilities and authorized the filing of a Notice of Exemption (NOE) in compliance with CEQA Guidelines Section 15062.

The NOE was filed the same day with the County Clerk of the Board and posted with the State Clearinghouse (SCH) on July 30, 2025. The SCH number is 2025071224.

On April 15, 2025, City Council determined the Milpas Project was exempt under CEQA Guidelines Section 15301 (c) Existing Facilities and 15303 New Construction and authorized the filing of a NOE in compliance with CEQA Guidelines Section 15062. The Council Agenda Report
Adoption of a Resolution and Authorization for Cooperative Agreement for the Cliff Drive and Milpas Street Safety Projects [Resolution; Agreement] September 9, 2025

NOE was filed with the County Clerk of the Board on April 17, 2025, and posted with the SCH on April 18, 2025. The SCH number is 2025040940.

ATTACHMENTS: 1. Cliff Drive: Urban Highway to Complete Street Transformation Project Location Map

2. Milpas Street Crosswalk Safety and Sidewalk Widening Project Location Map

3. Project Scope, Cost, Schedule, and Funding Sheets
PREPARED BY: Brian D’Amour, P.E., City Engineer/JWG/nv
SUBMITTED BY: Joshua Haggmark, P.E., Acting Public Works Director APPROVED BY: Kelly McAdoo, City Administrator
 
 

 





   










 







 






   









 


 


       
 








 
  



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80957
ATTACHMENT 2
•
Project Sponsor:

Project Name:

Project Scope:

Project Location:

Project Contact:

Project Payment:

Funding Program:

Project Phase
Construction
EXHIBIT A m PROJECT SCOPE, COST, SCHEDULE AND FUNDING PLAN City of Santa Barbara Measure A Project ID#: MSA-17-6-3 Cliff Drive: Urban Highway to Complete Street Transformation Project Design and construct a 3.1-mile-long separated path and 13 new crosswalk s along Cliff Drive from the Arroyo Burro Beach County Park entrance to Castillo Street.

The Project is in the City of Santa Barbara along Cliff Drive between Arroyo Burro County Park/ Beach and Castillo Street {3.1 miles).

Jessica Grant
Payment made from SBCAG to City of Santa Barbara.

South Coast Bicycle and Pedestrian Program & Safe Routes to Schools Program *this project contains funds from both SC Bicycle and Pedestrian Program and Safe Routes to Schools Program
Total ProJect Sponsor
Cost *Measure A Measure A funding Sponsor
Description Estimate Amount % amount funding%
Construction $34,680,770 $1,280,926 4% $33,399,844 96%
Total $34,680,770 $1,280,926 $33,399,844
Schedule
Start Finish
October 2026 February 2029
Timely Use of
Funds Deadline
6/30/2029
ATTACHMENT 3

RESOLUTION NO. _____

A RESOLUTION OF THE COUNCIL OF THE CITY OF
SANTA BARBARA AMENDING RESOLUTION NO. 25-066,
ADOPTING THE BUDGET FOR FISCAL YEAR 2026, TO
APPROPRIATE MEASURE A CYCLE 6 GRANT FUNDS
FOR THE FOR THE CLIFF DRIVE: URBAN HIGHWAY TO

COMPLETE STREET TRANSFORMATION AND MILPAS

STREET CROSSWALK SAFETY AND SIDEWALK

WIDENING PROJECTS
WHEREAS, in accordance with the City Charter, the City Administrator filed with the Council a proposed budget for the fiscal year beginning July 1, 2025; WHEREAS, the City Council is required to adopt a budget before the beginning of the fiscal year on July 1, 2025;
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. 25-066, 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 2026, as adopted by Resolution No. 25-066, is hereby amended as follows:

SECTION 1. The Council accepts a Measure A grant in the amount of $1,280,926 for the construction of the Cliff Drive: Urban Highway to Complete Street Transformation Project.

SECTION 2. The Council approves an increase in revenue and expenditure appropriations in the amount of $1,280,926, funded by Measure A grant funds, in the Streets Grant Capital Fund budget in Fiscal Year 2026 for the construction of the Cliff Drive: Urban Highway to Complete Street Transformation Project.

SECTION 3. The Council accepts a Measure A grant in the amount of $591,800 for the construction of the Milpas Street Crosswalk Safety and Sidewalk Widening Project.

SECTION 4. The Council approves an increase in revenue and expenditure appropriations in the amount of $591,800, funded by Measure A grant funds, in the Streets Grant Capital Fund budget in Fiscal Year 2026 for the construction of the Milpas Street Crosswalk Safety and Sidewalk Widening Project.

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Community Development Department
SUBJECT: Approval of Professional Services Agreements with Pre-Qualified Consultants to Provide On-Call Environmental Review Services for the Community Development Department for Five Years [Resolution; Agreement]
RECOMMENDATION: That Council:

A. Approve seven pre-qualified professional environmental review firms to provide oncall environmental review services as needed for the Community Development Department Planning Division for five years, expiring September 30, 2030; B. Adopt, by reading of title only, a Resolution of the Council of the City of Santa Barbara Amending Resolution No. 25-066, Adopting the Budget for Fiscal Year 2026, to Approve an Increase in Fiscal Year 2026 Revenue and Expenditure Appropriations in the General Fund in the Amount of $750,000 for Environmental Review Services Agreements Funded by Advance Payments from the Project Applicant; and
C. Authorize the Community Development Director to execute seven five-year Professional Services Agreements with the selected firms each in an amount not to exceed $500,000.

DISCUSSION:

The City’s Community Development Department anticipates a slate of high-profile, largescale developments in the coming months and years that will require environmental review analysis pursuant to the California Environmental Quality Act (CEQA). To ensure timely and efficient completion of these environmental reviews without impacting day-today responsibilities, staff recommend procuring services on an on-call, project-by-project basis from vetted, prequalified professional environmental review consultants. Services would be paid for by the developer/applicant; however, the specific consultant and deliverables would be overseen by staff.

Agenda Item No. 10
File Code No. 630.02
Council Agenda Report
Approval of Professional Services Agreements with Pre-Qualified Consultants to Provide On-Call Environmental Review Services for the Community Development Department for Five Years [Resolution; Agreement]
September 9, 2025

Consultant Qualification Process
Through a request for qualifications (RFQ) process, staff solicited interest from environmental review firms and generated an official list of qualified consultants who may be called upon to help prepare environmental documents as needed for a five-year-term.

Nineteen firms submitted a Statement of Qualifications and were evaluated by staff based on:
 Letter of Submittal – A summary of key points about the firm and acknowledgement and acceptance of the conditions governing the RFQ.
 Qualifications and Experience – A description of the firm’s core areas of expertise; relevant experience conducting a range of environmental review analysis; technical knowledge; familiarity with applicable local, state, and federal environmental regulations; and examples of CEQA documents prepared for comparable communities.
 Proposed Work Plan – The firm’s approach to each project that shows understanding of the overall scope of services requested and the firm’s ability to satisfy those objectives.
 Staffing Plan and Organization Chart – The firm’s plan to staff this agreement identifying key personnel and their qualifications.
 References – Feedback from at least three prior clients within the past five years.  Fee schedule – A comprehensive fee schedule, including hourly billing rates for all personnel/positions that could potentially be assigned to a project (including any subconsultants).

A panel of city staff reviewed and scored each submission based on the above evaluation criteria, which was developed to identify consultants who can provide not only the highestquality environmental review documents, but also the greatest value to the City. From there, 13 applicants were selected for in-person interviews. The panel then scored each applicant based on their responses to seven interview questions, which helped determine the firms that demonstrated the greatest potential to successfully deliver on city projects.

As a result of this solicitation and review process, staff selected the seven highest-rated firms for on-call contracts. These firms are well-qualified, have substantial experience and expertise in conducting various environmental reviews, and provide a breadth of knowledge from which the City can draw. The firms are listed alphabetically:

1. CSG Consultants, Inc.

2. EcoTierra Consulting, Inc.

3. Eyestone-Jones Environmental, LLC
Council Agenda Report
Approval of Professional Services Agreements with Pre-Qualified Consultants to Provide On-Call Environmental Review Services for the Community Development Department for Five Years [Resolution; Agreement]
September 9, 2025

4. Impact Sciences, Inc.

5. PlaceWorks, Inc.

6. Rincon Consultants, Inc.

7. WSP USA, Inc.

Terms of Service Agreements
Anticipated on-call assignments would include the full scope of environmental review processes, ranging from preliminary review of development projects to completion of technical analyses and delivery of final CEQA documents for certification or adoption.

Other tasks may include conducting supporting studies, or peer review of applicantprovided studies, in a range of areas such as, aesthetics, noise, air quality, biological resources, cultural/historic resource evaluation, traffic/transportation, hazardous materials, etc. Depending on the project, the City might occasionally request specialized services, such as legal opinions on environmental decisions.

The agreements will provide general terms and conditions for provision of the as-needed services, including standards of performance and hourly rates. As specific services are needed, staff will issue a draft Task Order describing the scope of services, deliverables, and performance deadlines. The consultants will then submit a proposed Task Order Performance and Payment Schedule that includes an estimate of the total cost for requested services based on the number of hours and list of personnel required to perform the tasks based on the fee schedule submitted with their statement of qualifications. Staff may accept the draft proposal and issue a Final Task Order to the selected consultant or request revisions to the submitted draft Task Order.

BUDGET/FINANCIAL IMPACT:

Projects covered under these agreements will be funded through advance payments from the applicant, made before the start of any services. No funds will be encumbered until a Task Order is issued for an agreed-upon scope of work for an individual project.

The total value for all tasks under each agreement over the five-year term will not exceed $500,000 unless increased by Council action.

An increase of $750,000 in Fiscal Year 2026 General Fund revenue and expenditure appropriations is recommended to provide budget authority for environmental review services agreements. The increased appropriations will allow work to begin promptly on projects requiring environmental review, with all costs fully funded by applicants’ advance payments and no net cost to the City.

A copy of the agreements may be requested from the Community Development Department for public review by contacting [email protected].

Council Agenda Report
Approval of Professional Services Agreements with Pre-Qualified Consultants to Provide On-Call Environmental Review Services for the Community Development Department for Five Years [Resolution; Agreement]
September 9, 2025

PREPARED BY: Liz Stotts, Administrative Analyst II and
Julia Pujo, Project Planner, Environmental Analyst
SUBMITTED BY: Allison DeBusk, Interim Community Development Director APPROVED BY: Kelly McAdoo, City Administrator
RESOLUTION NO. __________

A RESOLUTION OF THE COUNCIL OF THE CITY OF
SANTA BARBARA AMENDING RESOLUTION NO. 25-066,
ADOPTING THE BUDGET FOR FISCAL YEAR 2026, TO
APPROVE AN INCREASE IN FISCAL YEAR 2026

REVENUE AND EXPENDITURE APPROPRIATIONS IN THE
GENERAL FUND IN THE AMOUNT OF $750,000 FOR

ENVIRONMENTAL REVIEW SERVICES AGREEMENTS

FUNDED BY ADVANCE PAYMENTS FROM THE PROJECT

APPLICANT
WHEREAS, in accordance with the City Charter, the City Administrator filed with the Council a proposed budget for the fiscal year beginning July 1, 2025; WHEREAS, the City Council is required to adopt a budget before the beginning of the fiscal year on July 1, 2025;
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. 25-066, 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 2026, as adopted by Resolution No. 25-066, is hereby amended as follows:

1. The Council approves of the increase in revenue and expenditure appropriations in the General Fund in the amount of $750,000 for environmental review services agreements funded by advance payments from the project applicant.

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Finance Department
SUBJECT: July 2025 Investment Report
RECOMMENDATION:

That Council accept the July 2025 Investment Report.

DISCUSSION:

The attached investment report includes Investment Activity, Interest Revenue, a Summary of Cash and Investments, and Investment Portfolio detail as of July 31, 2025.

ATTACHMENTS: 1. July 2025 Investment Report

2. July 2025 Clean Energy CCA Report

3. July 2025 PARS Section 115 Trust
PREPARED BY: Salvatore Parrilla, Treasury Analyst
SUBMITTED BY: Lyndsay Maas, Assistant Finance Director
APPROVED BY: Kelly McAdoo, City Administrator
Agenda Item No. 11
File Code No. 260.02
ENDING BALANCE AS OF July 31, 2025
Yield to
Book Maturity
Description Value (365 days)
US Bank Checking Account $ 38,504,478 0.750%
State of California Local Agency Investment Fund (LAIF) 30,815,866 4.258% Chandler Asset Management - Managed Portfolio 272,493,044 3.380% Total Cash and Investments $ 341,813,388
July 31, 2025
ATTACHMENT 1

CITY OF SANTA BARBARA
Checking Account, LAIF & Managed Portfolio
Summary of Cash and Investments
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

PORTFOLIO SUMMARY
Portfolio Characteristics
Sector Allocation
Performance Review
Account Summary
Maturity Distribution
Top Issuers
Credit Quality (S&P)
Total Rate of Return** 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS Since Inception (08/01/24)
City of Santa Barbara Managed (0.04%) 0.55% 3.58% 4.80% -- -- -- -- -- Benchmark Return (0.14%) 0.23% 3.24% 4.38% -- -- -- -- -- Average Modified Duration 2.52
Average Coupon 3.08%
Average Purchase YTM 3.38%
Average Market YTM 4.15%
Average Credit Quality* AA+
Average Final Maturity 2.83
Average Life 2.59
End Values as of
06/30/2025
End Values as of
07/31/2025
Market Value 271,671,776.77 271,448,837.27
Accrued Interest 1,761,772.18 1,865,979.99
Total Market Value 273,433,548.95 273,314,817.26
Income Earned 994,050.35 766,595.22
Cont/WD 0.00 0.00
Par 274,532,128.34 275,334,151.97
Book Value 271,882,321.01 272,493,043.96
Cost Value 271,234,739.02 271,779,307.22
Government of The United States 37.13%
Federal Home Loan Banks 15.62%
FHLMC 7.89%
Farm Credit System 6.49%
International Bank for Recon and Dev 3.25%
Federal Agricultural Mortgage Corp 1.83%
FNMA 1.47%
Pricoa Global Funding I 1.29%
**Periods over 1 year are annualized.

Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index Secondary Benchmark:
*The average credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch.

City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

RECONCILIATION SUMMARY
Accrual Activity Summary
Fair Market Activity Summary
Month to Date Fiscal Year to Date
(07/01/2025)
Beginning Book Value 271,882,321.01 271,882,321.01
Maturities/Calls (2,000,000.00) (2,000,000.00)
Principal Paydowns (2,918.03) (2,918.03)
Purchases 10,205,719.78 10,205,719.78
Sales (7,618,521.25) (7,618,521.25)
Change in Cash, Payables, Receivables 84.88 84.88
Amortization/Accretion 66,257.57 66,257.57
Realized Gain (Loss) (39,900.00) (39,900.00)
Ending Book Value 272,493,043.96 272,493,043.96
Month to Date Fiscal Year to Date
(07/01/2025)
Beginning Market Value 271,671,776.77 271,671,776.77
Maturities/Calls (2,000,000.00) (2,000,000.00)
Principal Paydowns (2,918.03) (2,918.03)
Purchases 10,205,719.78 10,205,719.78
Sales (7,618,521.25) (7,618,521.25)
Change in Cash, Payables, Receivables 84.88 84.88
Amortization/Accretion 66,257.57 66,257.57
Change in Net Unrealized Gain (Loss) (833,662.45) (833,662.45) Realized Gain (Loss) (39,900.00) (39,900.00)
Ending Market Value 271,448,837.27 271,448,837.27
Maturities / Calls
Month to Date (2,000,000.00)
Fiscal Year to Date (2,000,000.00)
Principal Paydowns
Month to Date (2,918.03)
Fiscal Year to Date (2,918.03)
Purchases
Month to Date 10,205,719.78
Fiscal Year to Date 10,205,719.78
Sales
Month to Date (7,618,521.25)
Fiscal Year to Date (7,618,521.25)
Interest Received
Month to Date 599,570.97
Fiscal Year to Date 599,570.97
Purchased / Sold Interest
Month to Date (3,441.13)
Fiscal Year to Date (3,441.13)
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
ABS
362962AD4 GMALT 2025-2 A3 4.58
05/22/2028 1,240,000.00 05/20/20254.84%
1,239,979.42
1,239,980.63
100.38

4.39%
1,244,650.50
1,735.31

0.46%
4,669.87
NA/AAA
AAA

2.81 1.57
096912AD2 BMWLT 2025-1 A3 4.43
06/26/2028 680,000.00 06/03/20254.82%
679,985.04
679,985.74
100.20

4.36%
681,352.32
502.07

0.25%
1,366.58
NA/AAA
AAA

2.91 1.73
58768YAD7 MBALT 2025-A A3 4.61
04/16/2029 1,355,000.00 05/14/20254.66%
1,354,834.83
1,354,843.17
100.66

4.36%
1,363,915.90
2,776.24

0.50%
9,072.73
NA/AAA
AAA

3.71 2.19
44935XAD7 HART 2025-B A3 4.36
12/17/2029 1,030,000.00 06/03/20254.36%
1,029,906.99
1,029,909.86
100.24

4.28%
1,032,464.17
1,995.91

0.38%
2,554.31
NA/AAA
AAA

4.38 2.00
362549AD9 GMCAR 2025-2 A3 4.28
04/16/2030 650,000.00 05/06/20254.71%
649,904.32
649,908.52
100.06

4.29%
650,369.40
1,159.17

0.24%
460.87
Aaa/AAA
NA

4.71 1.81
92970QAJ4 WFCIT 2025-1 A 4.34
05/15/2030 2,135,000.00 06/03/20254.33%
2,134,964.56
2,134,965.58
100.30

4.26%
2,141,306.15
4,118.18

0.79%
6,340.57
NA/AAA
AAA

4.79 2.57
17305EHA6 CCCIT 2025-A1 A1 4.3
06/21/2030 2,105,000.00 06/18/20254.31%
2,104,428.91
2,104,440.20
100.07

4.27%
2,106,504.86
8,800.07

0.78%
2,064.66
Aaa/AAA
NA

4.89 2.68
Total ABS 9,195,000.00 4.51%
9,194,004.07
9,194,033.71
100.28

4.31%
9,220,563.29
21,086.95

3.40%
26,529.58

4.19 2.22
AGENCY
3136G4U92 FEDERAL NATIONAL MORTGAGE
ASSOCIATION 0.6 08/26/2025 4,000,000.00 08/26/20200.60% 4,000,000.00
4,000,000.00

99.74 4.35%
3,989,590.40
10,333.33

1.47%
(10,409.60)
Aa1/AA+
AA+

0.07 0.07
31422XBA9

FEDERAL AGRICULTURAL
MORTGAGE CORP 0.48
09/22/2025
3,000,000.00 03/02/2021

0.48%
3,000,000.00
3,000,000.00

99.44 4.47%
2,983,109.43
5,160.00

1.10%
(16,890.57)
Aa1/AA+
AA+

0.15 0.14
3130ALAR5 FEDERAL HOME LOAN BANKS 0.5
11/25/2025 3,000,000.00 02/25/2021

0.50%
3,000,000.00
3,000,000.00

98.81 4.28%
2,964,379.65
250.00

1.09%
(35,620.35)
Aa1/AA+
AA+

0.32 0.32
3130AMFM9 FEDERAL HOME LOAN BANKS 0.9
12/26/2025 3,000,000.00 05/26/20210.90%
3,000,000.00
3,000,000.00

98.65 4.32%
2,959,495.05
4,875.00

1.09%
(40,504.95)
Aa1/AA+
AA+

0.41 0.39
3130AKQA7 FEDERAL HOME LOAN BANKS 0.7
01/28/2026 3,000,000.00 01/28/20210.61%
3,000,000.00
3,000,000.00

98.26 4.31%
2,947,811.04
175.00

1.09%
(52,188.96)
Aa1/AA+
AA+

0.50 0.48
3130AKPQ3 FEDERAL HOME LOAN BANKS

0.58 01/28/2026 3,000,000.00 01/28/20210.58%
3,000,000.00
3,000,000.00

98.15 4.42%
2,944,500.78
145.00

1.08%
(55,499.22)
Aa1/AA+
AA+

0.50 0.48
3130AKSV9 FEDERAL HOME LOAN BANKS

0.75 01/28/2026 3,000,000.00 01/28/20210.65%
3,000,000.00
3,000,000.00

98.28 4.31%
2,948,533.14
187.50

1.09%
(51,466.86)
Aa1/AA+
AA+

0.50 0.48
3130ALGY4 FEDERAL HOME LOAN BANKS 1.0
03/16/2026 2,000,000.00 03/16/20210.80%
2,000,000.00
2,000,000.00

97.95 4.35%
1,959,067.96
7,500.00

0.72%
(40,932.04)
Aa1/AA+
AA+

0.62 0.61
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3130ARKG5 FEDERAL HOME LOAN BANKS 3.0
04/21/2026 2,000,000.00 04/21/20223.00%
2,000,000.00
2,000,000.00

99.04 4.35%
1,980,870.46
16,666.67

0.73%
(19,129.54)
Aa1/AA+
AA+

0.72 0.70
31422X2U5

FEDERAL AGRICULTURAL
MORTGAGE CORP 3.625
05/15/2026
2,000,000.00 05/15/2023

3.62%
2,000,000.00
2,000,000.00

99.49 4.28%
1,989,841.24
15,305.56

0.73%
(10,158.76)
Aa1/AA+
AA+

0.79 0.76
3130AMDY5 FEDERAL HOME LOAN BANKS 1.0
05/20/2026 2,000,000.00 05/20/2021

1.00%
2,000,000.00
2,000,000.00

97.47 4.24%
1,949,379.48
3,944.44

0.72%
(50,620.52)
Aa1/AA+
AA+

0.80 0.78
3130AMMZ2 FEDERAL HOME LOAN BANKS 1.0
06/10/2026 2,000,000.00 06/10/20211.00%
2,000,000.00
2,000,000.00

97.26 4.28%
1,945,243.48
2,833.33

0.72%
(54,756.52)
Aa1/AA+
AA+

0.86 0.84
3133EMH21 FEDERAL FARM CREDIT BANKS
FUNDING CORP 0.9 06/15/2026 2,000,000.00 06/15/2021

0.90%
2,000,000.00
2,000,000.00

97.20 4.21%
1,943,932.24
2,300.00

0.72%
(56,067.76)
Aa1/AA+
AA+

0.87 0.85
3133ENHV5 FEDERAL FARM CREDIT BANKS
FUNDING CORP 1.39 06/22/2026 3,000,000.00 12/22/20211.39% 3,000,000.00
3,000,000.00

97.64 4.11%
2,929,333.20
4,517.50

1.08%
(70,666.80)
Aa1/AA+
AA+

0.89 0.87
3133EM4S8 FEDERAL FARM CREDIT BANKS
FUNDING CORP 0.87 09/08/2026 2,000,000.00 09/08/20210.87% 2,000,000.00
2,000,000.00

96.43 4.22%
1,928,552.80
6,911.67

0.71%
(71,447.20)
Aa1/AA+
AA+

1.11 1.07
3130ANXS4 FEDERAL HOME LOAN BANKS 0.9
09/28/2026 2,000,000.00 09/28/20210.90%
2,000,000.00
2,000,000.00

96.28 4.22%
1,925,616.66
6,150.00

0.71%
(74,383.34)
Aa1/AA+
AA+

1.16 1.13
3133ENT67 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.25 10/19/2026 3,000,000.00 10/19/20224.26% 2,998,500.00
2,999,544.15
100.22

4.06%
3,006,538.20
36,125.00

1.11%
6,994.05
Aa1/AA+
AA+

1.22 1.16
3130APHA6 FEDERAL HOME LOAN BANKS

1.25 10/28/2026 2,000,000.00 10/28/20211.12%
2,000,000.00
2,000,000.00

96.48 4.19%
1,929,623.44
6,458.33

0.71%
(70,376.56)
Aa1/AA+
AA+

1.24 1.21
3133ENLZ1 FEDERAL FARM CREDIT BANKS
FUNDING CORP 1.78 01/26/2027 3,000,000.00 01/27/20221.78% 3,000,000.00
3,000,000.00

96.60 4.16%
2,898,145.83
741.67

1.07%
(101,854.17)
Aa1/AA+
AA+

1.49 1.44
3130AQMX8 FEDERAL HOME LOAN BANKS

2.25 01/26/2027 3,000,000.00 01/26/20221.79%
3,000,000.00
3,000,000.00

97.33 4.12%
2,919,946.83
937.50

1.08%
(80,053.17)
Aa1/AA+
AA+

1.49 1.44
3133ENPB0 FEDERAL FARM CREDIT BANKS
FUNDING CORP 2.18 02/16/2027 3,000,000.00 02/16/20222.18% 3,000,000.00
3,000,000.00

97.11 4.13%
2,913,272.85
29,975.00

1.07%
(86,727.15)
Aa1/AA+
AA+

1.55 1.48
3130ARCB5 FEDERAL HOME LOAN BANKS

2.375 03/29/2027 3,000,000.00 03/29/20222.37%
3,000,000.00
3,000,000.00

97.30 4.07%
2,918,891.34
24,145.83

1.08%
(81,108.66)
Aa1/AA+
AA+

1.66 1.59
3133EPEE1 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.0 03/29/2027 2,000,000.00 03/29/20234.00% 2,000,000.00
2,000,000.00

99.82 4.11%
1,996,346.22
27,111.11

0.74%
(3,653.78)
Aa1/AA+
AA+

1.66 1.57
3134GXVN1

FEDERAL HOME LOAN
MORTGAGE CORP 3.5
06/23/2027
3,000,000.00 06/23/2022

3.50%
3,000,000.00
3,000,000.00

98.71 4.21%
2,961,265.89
11,083.33

1.09%
(38,734.11)
Aa1/AA+
AA+

1.90 1.81
3130AWWN6 FEDERAL HOME LOAN BANKS 4.5
09/10/2027 2,000,000.00 08/24/2023

4.51%
1,999,120.00
1,999,541.54
101.00

4.00%
2,019,923.28
35,250.00

0.74%
20,381.74
Aa1/AA+
AA+

2.11 1.96
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3130AWC24 FEDERAL HOME LOAN BANKS 4.0
06/09/2028 2,000,000.00 06/26/20234.07%
1,993,600.00
1,996,312.04
100.31

3.88%
2,006,292.04
11,555.56

0.74%
9,980.00
Aa1/AA+
AA+

2.86 2.66
3130ATHX8 FEDERAL HOME LOAN BANKS

4.125 09/14/2029 3,000,000.00 10/17/20243.93%
3,025,380.00
3,021,315.23
100.76

3.92%
3,022,790.37
47,093.75

1.11%
1,475.14
Aa1/AA+
AA+

4.12 3.70
3130ATUT2 FEDERAL HOME LOAN BANKS 4.5
12/14/2029 3,000,000.00 12/16/20244.29%
3,028,440.00
3,024,898.65
101.63

4.09%
3,048,855.57
17,625.00

1.12%
23,956.92
Aa1/AA+
AA+

4.37 3.92
Total Agency 73,000,000.00 1.95%
73,045,040.00
73,041,611.62

98.56 4.21%
71,931,148.87
335,357.08

26.50%
(1,110,462.75)

1.28 1.21

AGENCY CMBS
3137FLMV3 FHMS K-090 A2 3.422
02/25/2029 1,357,000.00 02/12/20254.73%
1,292,065.43
1,299,440.27

97.34 4.21%
1,320,856.71
3,869.71

0.49%
21,416.44
Aa1/AAA
AA+

3.57 3.24
3137FLN91 FHMS K-091 A2 3.505
03/25/2029 2,570,000.00 09/20/20243.80%
2,537,272.66
2,543,543.04

97.55 4.22%
2,507,043.22
7,506.54

0.92%
(36,499.82)
Aa1/AAA
AA+

3.65 3.26
3137FMCR1 FHMS K-093 A2 2.982
05/25/2029 2,478,910.50 09/19/20243.82%
2,391,567.64
2,407,736.46

95.83 4.22%
2,375,552.33
6,160.09

0.88%
(32,184.14)
Aa1/AA+
AAA

3.82 3.32
3137FNAE0 FHMS K-095 A2 2.785
06/25/2029 1,000,000.00 03/13/20254.39%
938,828.13
944,244.39

94.91 4.23%
949,129.90
2,320.83

0.35%
4,885.51
Aa1/AA+
AAA

3.90 3.52
3137FPHK4 FHMS K-098 A2 2.425
08/25/2029 2,100,000.00 10/01/20243.83%
1,970,718.74
1,992,803.68

93.38 4.23%
1,961,001.00
4,243.75

0.72%
(31,802.68)
Aa1/AA+
AAA

4.07 3.70
3137H9D71 FHMS K-750 A2 3.0 09/25/2029 2,500,000.00 11/15/2024

4.62%
2,336,718.75
2,360,472.15

95.53 4.28%
2,388,145.00
6,250.00

0.88%
27,672.85
Aa1/AA+
AAA

4.15 3.47
3137FPJG1 FHMS K-099 A2 2.595
09/25/2029 2,800,000.00 06/06/20254.38%
2,609,140.63
2,615,449.01

93.84 4.25%
2,627,464.84
6,055.00

0.97%
12,015.83
Aa1/AA+
AAA

4.15 3.76
3137FQ3Z4 FHMS K-101 A2 2.524
10/25/2029 2,480,000.00 03/17/20254.42%
2,287,218.75
2,302,818.20

93.40 4.25%
2,316,246.10
5,216.27

0.85%
13,427.90
Aa1/AA+
AA+

4.24 3.87
3137FRUT6 FHMS K-106 A2 2.069
01/25/2030 2,700,000.00 07/14/20254.28%
2,457,843.75
2,460,073.55

91.11 4.27%
2,460,000.24
4,655.25

0.91%
(73.31)
Aa1/AA+
AAA

4.49 4.16
3137HA4B9 FHMS K-751 A2 4.412
03/25/2030 2,500,000.00 03/25/20254.41%
2,496,972.66
2,497,184.69
100.32

4.29%
2,507,944.00
9,191.67

0.92%
10,759.31
Aaa/AA+
AA+

4.65 3.84
Total Agency CMBS 22,485,910.50 4.24%
21,318,347.14
21,423,765.44

95.30 4.25%
21,413,383.34
55,469.11

7.89%
(10,382.10)

4.11 3.64
CASH
CCYUSD Receivable 7,465.62 -- 7,465.62
7,465.62

1.00 0.00%
7,465.62

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
Total Cash 7,465.62
7,465.62
7,465.62

1.00 0.00%
7,465.62

0.00 0.00%

0.00 0.00

0.00 CORPORATE
037833EB2 APPLE INC 0.7 02/08/2026 3,000,000.00 02/17/2021

0.71%
2,999,250.00
2,999,921.16

98.17 4.29%
2,945,247.36
10,091.67

1.09%
(54,673.80)
Aaa/AA+
NA

0.53 0.51
74153WCU1 PRICOA GLOBAL FUNDING I 4.4
08/27/2027 3,500,000.00 08/20/2024

4.41%
3,499,230.00
3,499,468.38
100.03

4.38%
3,501,194.41
65,877.78

1.29%
1,726.03
Aa3/AAAA2.07

1.92 66815L2T5

NORTHWESTERN MUTUAL
GLOBAL FUNDING 4.11
09/12/2027
2,440,000.00 09/05/2024

4.11%
2,439,926.80
2,439,948.39

99.71 4.25%
2,432,836.62
38,720.77

0.90%
(7,111.77)
Aa1/AA+
AAA

2.12 1.97
64953BBW7 NEW YORK LIFE GLOBAL
FUNDING 4.4 04/25/2028 1,880,000.00 04/22/20254.43%
1,878,684.00
1,878,801.67
100.38

4.25%
1,887,087.28
22,058.67

0.70%
8,285.61
Aa1/AA+
AAA

2.74 2.52
61690DK72 MORGAN STANLEY BANK NA

5.016 01/12/2029 3,250,000.00 02/13/20254.93%
3,257,345.00
3,256,183.08
101.24

4.69%
3,290,209.23
8,603.83

1.21%
34,026.15
Aa3/A+
AA3.452.28
78016HZV5 ROYAL BANK OF CANADA 4.95
02/01/2029 2,750,000.00 12/09/20244.59%
2,787,207.50
2,781,456.80
102.12

4.29%
2,808,410.22
68,062.50

1.03%
26,953.42
A1/A
AA3.513.19
09247XAP6 BLACKROCK FINANCE INC 3.25
04/30/2029 3,400,000.00 07/29/20244.60%
3,205,996.00
3,247,033.16

96.94 4.14%
3,295,804.69
27,931.94

1.21%
48,771.53
Aa3/AANA3.75

3.45 89236TMF9 TOYOTA MOTOR CREDIT CORP

5.05 05/16/2029 3,250,000.00 12/04/20244.55%
3,314,675.00
3,305,151.08
102.43

4.35%
3,328,906.62
34,192.71

1.23%
23,755.54
A1/A+
A+

3.79 3.39
24422EXT1 JOHN DEERE CAPITAL CORP 4.85
06/11/2029 3,250,000.00 07/18/20244.62%
3,281,980.00
3,275,219.13
101.96

4.29%
3,313,843.98
21,892.36

1.22%
38,624.85
A1/A
A+

3.86 3.47
437076DC3 HOME DEPOT INC 4.75
06/25/2029 3,250,000.00 07/18/20244.59%
3,272,652.50
3,267,817.58
101.62

4.29%
3,302,785.04
15,437.50

1.22%
34,967.46
A2/A
A

3.90 3.45
025816EJ4 AMERICAN EXPRESS CO 4.351
07/20/2029 2,245,000.00 07/21/20254.35%
2,245,000.00
2,245,000.00

99.80 4.60%
2,240,575.46
1,628.00

0.83%
(4,424.54)
A2/AA3.97

2.75 532457CQ9 ELI LILLY AND CO 4.2 08/14/2029 3,275,000.00 08/12/2024

4.24%
3,268,882.55
3,270,061.82

99.96 4.21%
3,273,820.15
63,807.92

1.21%
3,758.33
Aa3/A+
NA

4.04 3.61
171239AL0 CHUBB INA HOLDINGS LLC 4.65
08/15/2029 2,800,000.00 08/15/20244.47%
2,821,364.00
2,817,196.00
101.29

4.30%
2,836,103.84
60,036.67

1.04%
18,907.85
A2/A
A

4.04 3.51
14913UAQ3

CATERPILLAR FINANCIAL
SERVICES CORP 4.375
08/16/2029
3,275,000.00 08/12/2024

4.40%
3,270,820.05
3,271,621.25
100.40

4.26%
3,288,226.45
65,670.57

1.21%
16,605.20
A2/A
A+

4.04 3.60
69371RT48 PACCAR FINANCIAL CORP 4.0
09/26/2029 1,600,000.00 09/23/20244.05%
1,596,704.00
1,597,261.76

99.17 4.22%
1,586,789.82
22,222.22

0.58%
(10,471.93)
A1/A+
NA

4.16 3.73
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
857449AE2 STATE STREET BANK AND TRUST
CO 4.782 11/23/2029 2,750,000.00 12/09/20244.56%
2,776,977.50
2,773,487.87
101.80

4.32%
2,799,470.58
24,839.83

1.03%
25,982.70
Aa2/AAAA4.31

3.83 59217GFT1 METROPOLITAN LIFE GLOBAL
FUNDING I 4.9 01/09/2030 3,100,000.00 --4.96%
3,092,094.00
3,092,913.30
101.70

4.47%
3,152,641.75
9,282.78

1.16%
59,728.45
Aa3/AAAA4.44

3.95 743315AW3 PROGRESSIVE CORP 3.2
03/26/2030 2,500,000.00 04/25/20254.49%
2,359,625.00
2,367,062.60

95.14 4.36%
2,378,517.35
27,777.78

0.88%
11,454.75
A2/A
A

4.65 4.21
74464AAC5 PUBLIC STORAGE OPERATING CO

4.375 07/01/2030 1,700,000.00 07/17/20254.58%
1,684,598.00
1,684,717.20

99.38 4.52%
1,689,521.34
6,404.51

0.62%
4,804.14
A2/A
NA

4.92 4.36
Total Corporate 53,215,000.00 4.31%
53,053,011.90
53,070,322.22
100.29

4.34%
53,351,992.18
594,540.01

19.65%
281,669.96

3.56 3.11

MONEY MARKET
FUND
31846V807 FIRST AMER:TRS OBG Y 1,200,775.85 --

3.90%
1,200,775.85
1,200,775.85

1.00 3.90%
1,200,775.85

0.00 0.44%

0.00 Aaa/
AAAm
AAA

0.00 0.00
Total Money
Market Fund 1,200,775.85 3.90%
1,200,775.85
1,200,775.85

1.00 3.90%
1,200,775.85

0.00 0.44%

0.00 0.00

0.00 MUNICIPAL
BONDS
13063EGT7 CALIFORNIA STATE 4.5
08/01/2029 2,715,000.00 10/30/20244.38%
2,729,308.05
2,727,083.27
101.45

4.10%
2,754,362.07
61,087.50

1.01%
27,278.80
Aa2/AAAA4.00

3.63 Total Municipal
Bonds 2,715,000.00 4.38%
2,729,308.05
2,727,083.27
101.45

4.10%
2,754,362.07
61,087.50

1.01%
27,278.80

4.00 3.63

SUPRANATIONAL
45950VPU4 INTERNATIONAL FINANCE CORP

0.75 03/23/2026 2,000,000.00 03/23/20210.81%
1,994,600.00
1,999,308.00

97.61 4.55%
1,952,256.66
5,333.33

0.72%
(47,051.34)
Aaa/AAA
NA

0.64 0.63
45906M3G4

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 4.0 09/09/2027
3,000,000.00 09/09/2022

4.00%
3,000,000.00
3,000,000.00

99.36 4.32%
2,980,882.92
47,333.33

1.10%
(19,117.08)
Aaa/NA
NA

2.11 1.97
45906M4E8

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 4.5 06/26/2028
2,000,000.00 06/26/2023

4.53%
1,997,500.00
1,998,549.53

99.69 4.61%
1,993,805.24
8,750.00

0.73%
(4,744.29)
Aaa/AAA
NA

2.91 2.68
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
459058LN1

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
3,865,000.00 --

3.98%
3,846,482.35
3,849,373.14

99.55 3.99%
3,847,572.37
43,682.55

1.42%
(1,800.77)
Aaa/AAA
NA

4.21 3.80
Total
Supranational 10,865,000.00 3.51%
10,838,582.35
10,847,230.67

99.17 4.30%
10,774,517.19
105,099.22

3.97%
(72,713.48)

2.74 2.51

US TREASURY
91282CBC4 UNITED STATES TREASURY 0.375
12/31/2025 2,000,000.00 06/02/20210.70%
1,970,768.30
1,997,344.16

98.38 4.38%
1,967,500.00
652.17

0.72%
(29,844.16)
Aa1/AA+
AA+

0.42 0.41
91282CBW0 UNITED STATES TREASURY 0.75
04/30/2026 3,000,000.00 01/12/20221.45%
2,912,812.50
2,984,885.28

97.43 4.28%
2,922,984.36
5,686.14

1.08%
(61,900.92)
Aa1/AA+
AA+

0.75 0.73
91282CCF6 UNITED STATES TREASURY 0.75
05/31/2026 2,000,000.00 09/24/20210.88%
1,988,281.25
1,997,923.52

97.17 4.25%
1,943,484.38
2,540.98

0.72%
(54,439.14)
Aa1/AA+
AA+

0.83 0.81
91282CCP4 UNITED STATES TREASURY 0.625
07/31/2026 2,000,000.00 09/24/20210.90%
1,973,950.30
1,994,645.91

96.54 4.21%
1,930,750.00

33.97 0.71%
(63,895.91)
Aa1/AA+
AA+

1.00 0.98
91282CCW9 UNITED STATES TREASURY 0.75
08/31/2026 2,000,000.00 10/08/20211.00%
1,975,781.25
1,994,649.66

96.42 4.17%
1,928,437.50
6,277.17

0.71%
(66,212.16)
Aa1/AA+
AA+

1.08 1.05
91282CCZ2 UNITED STATES TREASURY 0.875
09/30/2026 2,000,000.00 10/08/20211.02%
1,986,406.25
1,996,822.14

96.32 4.14%
1,926,484.38
5,881.15

0.71%
(70,337.76)
Aa1/AA+
AA+

1.17 1.13
912828YU8 UNITED STATES TREASURY 1.625
11/30/2026 2,000,000.00 02/28/20221.86%
1,978,437.50
1,993,963.49

96.86 4.07%
1,937,187.50
5,505.46

0.71%
(56,775.99)
Aa1/AA+
AA+

1.33 1.29
912828YX2 UNITED STATES TREASURY 1.75
12/31/2026 2,000,000.00 03/17/20222.17%
1,961,956.00
1,988,760.72

96.85 4.07%
1,936,953.12
3,043.48

0.71%
(51,807.60)
Aa1/AA+
AA+

1.42 1.37
91282CFZ9 UNITED STATES TREASURY 3.875
11/30/2027 2,000,000.00 01/25/20244.10%
1,984,380.00
1,990,539.06

99.91 3.91%
1,998,203.12
13,128.42

0.74%
7,664.06
Aa1/AA+
AA+

2.33 2.19
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 3,000,000.00 01/25/20244.08%
2,977,500.00
2,986,180.36

99.93 3.90%
2,998,007.82
10,108.70

1.10%
11,827.46
Aa1/AA+
AA+

2.42 2.28
91282CGH8 UNITED STATES TREASURY 3.5
01/31/2028 2,000,000.00 01/25/20244.08%
1,957,414.00
1,973,496.24

99.06 3.90%
1,981,171.88
190.22

0.73%
7,675.64
Aa1/AA+
AA+

2.50 2.37
9128283W8 UNITED STATES TREASURY 2.75
02/15/2028 5,000,000.00 12/09/20244.10%
4,800,781.25
4,840,899.31

97.23 3.91%
4,861,328.10
63,432.32

1.79%
20,428.79
Aa1/AA+
AA+

2.54 2.39
91282CGP0 UNITED STATES TREASURY 4.0
02/29/2028 2,000,000.00 06/28/20234.06%
1,995,000.00
1,997,240.77
100.25

3.89%
2,005,078.12
33,478.26

0.74%
7,837.35
Aa1/AA+
AA+

2.58 2.39
91282CGT2 UNITED STATES TREASURY 3.625
03/31/2028 2,000,000.00 01/25/20244.07%
1,966,020.00
1,978,348.04

99.34 3.89%
1,986,796.88
24,364.75

0.73%
8,448.84
Aa1/AA+
AA+

2.67 2.48
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CHA2 UNITED STATES TREASURY 3.5
04/30/2028 2,000,000.00 01/25/20244.06%
1,956,484.36
1,971,967.77

98.98 3.89%
1,979,531.24
17,690.22

0.73%
7,563.47
Aa1/AA+
AA+

2.75 2.57
91282CHE4 UNITED STATES TREASURY 3.625
05/31/2028 2,000,000.00 01/25/20244.07%
1,965,180.00
1,977,327.53

99.29 3.89%
1,985,859.38
12,281.42

0.73%
8,531.85
Aa1/AA+
AA+

2.84 2.65
91282CHQ7 UNITED STATES TREASURY 4.125
07/31/2028 3,000,000.00 01/25/20244.06%
3,007,950.00
3,005,279.11
100.68

3.88%
3,020,273.43
336.28

1.11%
14,994.32
Aa1/AA+
AA+

3.00 2.80
91282CHX2 UNITED STATES TREASURY 4.375
08/31/2028 2,000,000.00 02/23/20244.35%
2,002,000.00
2,001,364.02
101.39

3.89%
2,027,734.38
36,616.85

0.75%
26,370.36
Aa1/AA+
AA+

3.08 2.81
91282CJN2 UNITED STATES TREASURY 4.375
11/30/2028 2,000,000.00 02/23/2024

4.33%
2,003,722.00
2,002,600.27
101.46

3.90%
2,029,218.76
14,822.40

0.75%
26,618.49
Aa1/AA+
AA+

3.33 3.06
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 3,000,000.00 01/25/20244.04%
2,961,093.75
2,973,054.94

99.51 3.90%
2,985,351.57
9,782.61

1.10%
12,296.63
Aa1/AA+
AA+

3.42 3.16
91282CDW8 UNITED STATES TREASURY 1.75
01/31/2029 5,000,000.00 10/29/20244.16%
4,535,156.25
4,617,416.24

93.04 3.90%
4,651,953.10
237.77

1.71%
34,536.86
Aa1/AA+
AA+

3.50 3.34
91282CEB3 UNITED STATES TREASURY 1.875
02/28/2029 3,000,000.00 11/12/20244.30%
2,717,226.56
2,764,295.35

93.29 3.90%
2,798,789.07
23,539.40

1.03%
34,493.72
Aa1/AA+
AA+

3.58 3.38
91282CKG5 UNITED STATES TREASURY 4.125
03/31/2029 5,000,000.00 12/09/20244.09%
5,005,664.06
5,004,820.94
100.72

3.91%
5,036,132.80
69,313.52

1.86%
31,311.86
Aa1/AA+
AA+

3.67 3.33
9128286T2 UNITED STATES TREASURY 2.375
05/15/2029 5,000,000.00 10/29/20244.14%
4,637,304.69
4,697,462.24

94.65 3.91%
4,732,617.20
25,169.84

1.74%
35,154.96
Aa1/AA+
AA+

3.79 3.55
91282CKT7 UNITED STATES TREASURY 4.5
05/31/2029 2,000,000.00 01/13/20254.59%
1,992,812.50
1,993,707.56
102.05

3.92%
2,041,015.62
15,245.90

0.75%
47,308.06
Aa1/AA+
AA+

3.83 3.47
91282CEV9 UNITED STATES TREASURY 3.25
06/30/2029 5,000,000.00 10/23/20244.07%
4,825,585.94
4,854,246.96

97.60 3.92%
4,880,078.10
14,130.43

1.80%
25,831.14
Aa1/AA+
AA+

3.91 3.62
91282CFC0 UNITED STATES TREASURY 2.625
07/31/2029 5,500,000.00 10/04/20243.79%
5,221,347.66
5,268,582.24

95.28 3.91%
5,240,253.92
392.32

1.93%
(28,328.32)
Aa1/AA+
AA+

4.00 3.74
91282CLK5 UNITED STATES TREASURY 3.625
08/31/2029 5,400,000.00 09/20/20243.53%
5,422,781.25
5,418,839.07

98.88 3.92%
5,339,460.92
81,917.12

1.97%
(79,378.15)
Aa1/AA+
AA+

4.08 3.70
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029 4,000,000.00 10/03/20243.61%
3,979,218.75
3,982,651.88

98.37 3.93%
3,934,687.52
47,049.18

1.45%
(47,964.36)
Aa1/AA+
AA+

4.17 3.79
91282CFT3 UNITED STATES TREASURY 4.0
10/31/2029 5,000,000.00 12/09/20244.08%
4,981,250.00
4,983,706.61
100.28

3.93%
5,013,867.20
50,543.48

1.85%
30,160.59
Aa1/AA+
AA+

4.25 3.84
91282CMA6 UNITED STATES TREASURY 4.125
11/30/2029 3,000,000.00 12/04/20244.08%
3,006,210.94
3,005,395.78
100.76

3.93%
3,022,734.36
20,963.11

1.11%
17,338.58
Aa1/AA+
AA+

4.33 3.91
91282CMU2 UNITED STATES TREASURY 4.0
03/31/2030 2,500,000.00 05/22/2025

4.11%
2,488,378.91
2,488,837.72
100.23

3.94%
2,505,761.73
33,606.56

0.92%
16,924.00
Aa1/AA+
AA+

4.67 4.16
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CMZ1 UNITED STATES TREASURY 3.875
04/30/2030 3,250,000.00 04/29/20253.78%
3,263,837.89
3,263,133.11

99.70 3.94%
3,240,097.64
31,826.60

1.19%
(23,035.47)
Aa1/AA+
AA+

4.75 4.26
91282CNG2 UNITED STATES TREASURY 4.0
05/31/2030 2,000,000.00 06/06/20254.11%
1,990,078.13
1,990,367.54
100.24

3.94%
2,004,843.76
13,551.91

0.74%
14,476.22
Aa1/AA+
AA+

4.83 4.33
Total US Treasury 102,650,000.00 3.58%
100,392,772.24
100,980,755.56

98.25 3.96%
100,794,628.86
693,340.13

37.13%
(186,126.70)

3.17 2.92
Total Portfolio 275,334,151.97 3.38%
271,779,307.22
272,493,043.96

98.21 4.15%
271,448,837.27
1,865,979.99
100.00%
(1,044,206.69)

2.83 2.52
Total Market Value
+ Accrued 273,314,817.26
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction Type Settlement
Date CUSIP Quantity Security Description Price
Acq/
Disp
Yield
Amount Interest Pur/
Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 07/02/2025 31846V807 7,381.08 FIRST AMER:TRS OBG Y 1.000 3.93% (7,381.08) 0.00 (7,381.08) 0.00 Purchase 07/09/2025 31846V807 75,950.00 FIRST AMER:TRS OBG Y 1.000 3.91% (75,950.00) 0.00 (75,950.00) 0.00 Purchase 07/14/2025 31846V807 2,047,500.00 FIRST AMER:TRS OBG Y 1.000 3.90% (2,047,500.00) 0.00 (2,047,500.00) 0.00 Purchase 07/15/2025 31846V807 9,008.51 FIRST AMER:TRS OBG Y 1.000 3.91% (9,008.51) 0.00 (9,008.51) 0.00 Purchase 07/15/2025 31846V807 86,881.27 FIRST AMER:TRS OBG Y 1.000 3.91% (86,881.27) 0.00 (86,881.27) 0.00 Purchase 07/16/2025 31846V807 2,318.33 FIRST AMER:TRS OBG Y 1.000 3.92% (2,318.33) 0.00 (2,318.33) 0.00 Purchase 07/17/2025 3137FRUT6 2,700,000.00 FHMS K-106 A2 2.069 01/25/2030 91.031 4.28% (2,457,843.75) (2,482.80) (2,460,326.55) 0.00 Purchase 07/18/2025 74464AAC5 1,700,000.00

PUBLIC STORAGE
OPERATING CO 4.375
07/01/2030

99.094 4.58% (1,684,598.00) (3,718.75) (1,688,316.75) 0.00 Purchase 07/18/2025 31846V807 1,274,543.67 FIRST AMER:TRS OBG Y 1.000 3.91% (1,274,543.67) 0.00 (1,274,543.67) 0.00 Purchase 07/21/2025 31846V807 4,732.67 FIRST AMER:TRS OBG Y 1.000 3.89% (4,732.67) 0.00 (4,732.67) 0.00 Purchase 07/25/2025 025816EJ4 2,245,000.00 AMERICAN EXPRESS CO

4.351 07/20/2029 100.000 4.35% (2,245,000.00) 0.00 (2,245,000.00) 0.00 Purchase 07/28/2025 31846V807 79,650.00 FIRST AMER:TRS OBG Y 1.000 3.92% (79,650.00) 0.00 (79,650.00) 0.00 Purchase 07/28/2025 31846V807 11,250.00 FIRST AMER:TRS OBG Y 1.000 3.92% (11,250.00) 0.00 (11,250.00) 0.00 Purchase 07/31/2025 31846V807 219,062.50 FIRST AMER:TRS OBG Y 1.000 3.90% (219,062.50) 0.00 (219,062.50) 0.00 Total Purchase 10,463,278.03 (10,205,719.78) (6,201.55) (10,211,921.33) 0.00 TOTAL
ACQUISITIONS 10,463,278.03 (10,205,719.78) (6,201.55) (10,211,921.33) 0.00

DISPOSITIONS
Sale 07/07/2025 31846V807 (10,099.36) FIRST AMER:TRS OBG Y 1.000 3.90% 10,099.36 0.00 10,099.36 0.00 Sale 07/17/2025 31846V807 (2,460,326.55) FIRST AMER:TRS OBG Y 1.000 3.91% 2,460,326.55 0.00 2,460,326.55 0.00 Sale 07/18/2025 3134GXCS1 (3,000,000.00)

FEDERAL HOME LOAN
MORTGAGE CORP 0.625
11/25/2025

98.670 0.63% 2,960,100.00 (2,760.42) 2,962,860.42 (39,900.00) Sale 07/24/2025 31846V807 (1,749.98) FIRST AMER:TRS OBG Y 1.000 3.89% 1,749.98 0.00 1,749.98 0.00 Sale 07/25/2025 31846V807 (2,186,245.36) FIRST AMER:TRS OBG Y 1.000 3.89% 2,186,245.36 0.00 2,186,245.36 0.00 Total Sale (7,658,421.25) 7,618,521.25 (2,760.42) 7,621,281.67 (39,900.00) City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction Type Settlement
Date CUSIP Quantity Security Description Price
Acq/
Disp
Yield
Amount Interest Pur/
Sold Total Amount Gain/Loss
TOTAL
DISPOSITIONS (7,658,421.25) 7,618,521.25 (2,760.42) 7,621,281.67 (39,900.00) OTHER

TRANSACTIONS
Call Redemption 07/12/2025 3134GYPF3 (2,000,000.00)

FEDERAL HOME LOAN
MORTGAGE CORP 4.75
07/12/2027
100.000 4.75% 2,000,000.00 0.00 2,000,000.00 0.00
Total Call
Redemption (2,000,000.00) 2,000,000.00 0.00 2,000,000.00 0.00 Coupon 07/01/2025 3137FLMV3 0.00 FHMS K-090 A2 3.422
02/25/2029 4.73% 3,869.71 0.00 3,869.71 0.00
Coupon 07/01/2025 3137H9D71 0.00 FHMS K-750 A2 3.0
09/25/2029 4.62% 6,250.00 0.00 6,250.00 0.00
Coupon 07/01/2025 3137FQ3Z4 0.00 FHMS K-101 A2 2.524
10/25/2029 4.42% 5,216.27 0.00 5,216.27 0.00
Coupon 07/01/2025 3137HA4B9 0.00 FHMS K-751 A2 4.412
03/25/2030 4.41% 9,191.67 0.00 9,191.67 0.00
Coupon 07/01/2025 3137FNAE0 0.00 FHMS K-095 A2 2.785
06/25/2029 4.39% 2,320.83 0.00 2,320.83 0.00
Coupon 07/01/2025 3137FPJG1 0.00 FHMS K-099 A2 2.595
09/25/2029 4.38% 6,055.00 0.00 6,055.00 0.00
Coupon 07/01/2025 3137FPHK4 0.00 FHMS K-098 A2 2.425
08/25/2029 3.83% 4,243.75 0.00 4,243.75 0.00
Coupon 07/01/2025 3137FMCR1 0.00 FHMS K-093 A2 2.982
05/25/2029 3.82% 6,167.34 0.00 6,167.34 0.00
Coupon 07/01/2025 3137FLN91 0.00 FHMS K-091 A2 3.505
03/25/2029 3.80% 7,506.54 0.00 7,506.54 0.00
Coupon 07/09/2025 59217GFT1 0.00

METROPOLITAN LIFE
GLOBAL FUNDING I 4.9
01/09/2030

4.96% 75,950.00 0.00 75,950.00 0.00
Coupon 07/12/2025 61690DK72 0.00 MORGAN STANLEY BANK
NA 5.016 01/12/2029 4.93% 77,434.50 0.00 77,434.50 0.00 City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction Type Settlement
Date CUSIP Quantity Security Description Price
Acq/
Disp
Yield
Amount Interest Pur/
Sold Total Amount Gain/Loss
Coupon 07/12/2025 3134GYPF3 0.00

FEDERAL HOME LOAN
MORTGAGE CORP 4.75
07/12/2027

4.75% 47,500.00 0.00 47,500.00 0.00
Coupon 07/15/2025 58768YAD7 0.00 MBALT 2025-A A3 4.61
04/16/2029 4.66% 5,205.46 0.00 5,205.46 0.00
Coupon 07/15/2025 44935XAD7 0.00 HART 2025-B A3 4.36
12/17/2029 4.36% 4,241.31 0.00 4,241.31 0.00
Coupon 07/15/2025 92970QAJ4 0.00 WFCIT 2025-1 A 4.34
05/15/2030 4.33% 9,008.51 0.00 9,008.51 0.00
Coupon 07/16/2025 362549AD9 0.00 GMCAR 2025-2 A3 4.28
04/16/2030 4.71% 2,318.33 0.00 2,318.33 0.00
Coupon 07/20/2025 362962AD4 0.00 GMALT 2025-2 A3 4.58
05/22/2028 4.84% 4,732.67 0.00 4,732.67 0.00
Coupon 07/25/2025 096912AD2 0.00 BMWLT 2025-1 A3 4.43
06/26/2028 4.82% 3,765.50 0.00 3,765.50 0.00
Coupon 07/25/2025 3130ALAR5 0.00 FEDERAL HOME LOAN
BANKS 0.5 11/25/2025 0.50% 1,250.00 0.00 1,250.00 0.00
Coupon 07/26/2025 3130AQMX8 0.00 FEDERAL HOME LOAN
BANKS 2.25 01/26/2027 1.79% 33,750.00 0.00 33,750.00 0.00 Coupon 07/26/2025 3133ENLZ1 0.00

FEDERAL FARM CREDIT

BANKS FUNDING CORP

1.78 01/26/2027

1.78% 26,700.00 0.00 26,700.00 0.00
Coupon 07/28/2025 3130AKSV9 0.00 FEDERAL HOME LOAN
BANKS 0.75 01/28/2026 0.65% 11,250.00 0.00 11,250.00 0.00 Coupon 07/28/2025 3130AKQA7 0.00 FEDERAL HOME LOAN
BANKS 0.7 01/28/2026 0.61% 10,500.00 0.00 10,500.00 0.00 Coupon 07/28/2025 3130AKPQ3 0.00 FEDERAL HOME LOAN
BANKS 0.58 01/28/2026 0.58% 8,700.00 0.00 8,700.00 0.00 Coupon 07/31/2025 91282CDW8 0.00 UNITED STATES TREASURY

1.75 01/31/2029 4.16% 43,750.00 0.00 43,750.00 0.00
Coupon 07/31/2025 91282CGH8 0.00 UNITED STATES TREASURY

3.5 01/31/2028 4.08% 35,000.00 0.00 35,000.00 0.00
Coupon 07/31/2025 91282CHQ7 0.00 UNITED STATES TREASURY

4.125 07/31/2028 4.06% 61,875.00 0.00 61,875.00 0.00
City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction Type Settlement
Date CUSIP Quantity Security Description Price
Acq/
Disp
Yield
Amount Interest Pur/
Sold Total Amount Gain/Loss
Coupon 07/31/2025 91282CFC0 0.00 UNITED STATES TREASURY

2.625 07/31/2029 3.79% 72,187.50 0.00 72,187.50 0.00
Coupon 07/31/2025 91282CCP4 0.00 UNITED STATES TREASURY

0.625 07/31/2026 0.90% 6,250.00 0.00 6,250.00 0.00
Total Coupon 0.00 592,189.89 0.00 592,189.89 0.00
Custody Fee 07/24/2025 CCYUSD (1,749.98) Cash 0.00% (1,749.98) 0.00 (1,749.98) 0.00 Total Custody Fee (1,749.98) (1,749.98) 0.00 (1,749.98) 0.00 Dividend 07/31/2025 31846V807 0.00 FIRST AMER:TRS OBG Y 3.94% 7,465.62 0.00 7,465.62 0.00 Total Dividend 0.00 7,465.62 0.00 7,465.62 0.00
Management Fee 07/07/2025 CCYUSD (10,099.36) Cash 0.00% (10,099.36) 0.00 (10,099.36) 0.00 Total
Management Fee (10,099.36) (10,099.36) 0.00 (10,099.36) 0.00 Principal Paydown 07/01/2025 3137FMCR1 2,918.03 FHMS K-093 A2 2.982 05/25/2029 3.82% 2,918.03 -- 2,918.03 0.01
Total Principal
Paydown 2,918.03 2,918.03 -- 2,918.03 0.01

TOTAL OTHER
TRANSACTIONS (2,008,931.31) 2,590,724.20 0.00 2,590,724.20 0.01 City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

IMPORTANT DISCLOSURES
Chandler Asset Management, Inc. (“Chandler”) is an SEC registered investment adviser. For additional information about our firm, please see our current disclosures (Form ADV).

To obtain a copy of our current disclosures, you may contact your client service representative by calling the number on the front of this statement or you may visit our website at www.chandlerasset.com.

Information contained in this monthly statement is confidential and is provided for informational purposes only and should not be construed as specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of this statement, but may become outdated or superseded at any time without notice.

Custody: Your qualified custodian bank maintains control of all assets reflected in this statement and we urge you to compare this statement to the one you receive from your qualified custodian. Chandler does not have any authority to withdraw or deposit funds from/to the custodian account.

Valuation: Prices are provided by IDC, an independent pricing source. In the event IDC does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.

Performance: Performance results are presented gross-of-advisory fees and represent the client’s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Source ICE Data Indices, LLC (“ICE”), used with permission. ICE PERMITS USE OF THE ICE INDICES AND RELATED DATA ON AN “AS IS” BASIS; ICE, ITS AFFILIATES AND

THEIR RESPECTIVE THIRD PARTY SUPPLIERS DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS, EXPRESS AND/OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, INCLUDING THE INDICES, INDEX DATA AND ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM.

NEITHER ICE DATA, ITS AFFILIATES OR THEIR RESPECTIVE THIRD PARTY PROVIDERS GUARANTEE THE QUALITY, ADEQUACY, ACCURACY, TIMELINESS OR COMPLETENESS OF THE INDICES OR THE INDEX DATA OR ANY COMPONENT THEREOF, AND THE INDICES AND INDEX DATA AND ALL COMPONENTS THEREOF ARE PROVIDED ON AN “AS IS” BASIS AND LICENSEE’S USE IS AT LICENSEE’S OWN RISK. ICE DATA, ITS AFFILIATES AND THEIR RESPECTIVE THIRD PARTY DO NOT SPONSOR, ENDORSE, OR RECOMMEND CHANDLER, OR ANY OF ITS PRODUCTS OR SERVICES.

Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.

Ratings: Ratings information have been provided by Moody’s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.

Security level ratings for U.S. Agency issued mortgage-backed securities (“MBS”) reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest.

City of Santa Barbara Managed | Account #11204 | As of July 31, 2025 Execution Time: 08/04/2025 10:12:57 AM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

BENCHMARK INDEX & DISCLOSURES
Benchmark Disclosure
ICE BofA 1-5 Yr US Treasury & Agency
Index
The ICE BofA 1-5 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody’s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies.

ENDING BALANCE AS OF July 31, 2025
Book
Description Value
River City Bank Lockbox Account $ 1,596,034
River City Bank ICS (Investment Account) 12,143,811
Total Cash and Investments $ 13,739,845
July 31, 2025
ATTACHMENT 2

COMMUNITY CHOICE AGGREGATION (CCA)

CITY OF SANTA BARBARA
Summary of Cash and Investments
7/1/2025 to 7/31/2025

CITY OF SANTA BARBARA
PARS Post-Employment Benefits Trust
Account Summary
Source 7/1/2025 Contributions Earnings Expenses Distributions Transfers 7/31/2025 PENSION 1002 $2,569,689.68 $0.00 $12,827.20 $1,241.71 $0.00 $0.00 $2,581,275.17 Totals $2,569,689.68 $0.00 $12,827.20 $1,241.71 $0.00 $0.00 $2,581,275.17 Investment Selection
Source

PENSION
Investment Objective
Source

PENSION
Investment Return
Source 1-Month 3-Months 1-Year 3-Years 5-Years 10-Years PENSION 0.50% 6.05% 8.15% - - - 1/26/2024
Information as provided by US Bank, Trustee for PARS; Not FDIC Insured; No Bank Guarantee; May Lose Value Headquarters - 4350 Von Karman Ave., Suite 100, Newport Beach, CA 92660 800.540.6369 Fax 949.250.1250 www.pars.org Balance as of
The dual goals of the Moderate Strategy are growth of principal and income. It is expected that dividend and interest income will comprise a significant portion of total return, although growth through capital appreciation is equally important. The portfolio will be allocated between equity and fixed income investments.

Plan's Inception Date
Account balances are inclusive of Trust Administration, Trustee and Investment Management fees Annualized Return
Investment Return: Annualized rate of return is the return on an investment over a period other than one year multiplied or divided to give a comparable one-year return.

Past performance does not guarantee future results. Performance returns may not reflect the deduction of applicable fees, which could reduce returns. Information is deemed reliable but may be subject to change.

Account Report for the Period
Balance as of
Moderate - Strategic Blend
ATTACHMENT 3

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: City Attorney’s Office
SUBJECT: Authorization to Amend the Legal Services Agreement with Kaplan Kirsch, LLP [Agreement]
RECOMMENDATION:

That Council authorize the City Attorney to execute an amendment to the legal services agreement with Kaplan Kirsch, LLP, by increasing the agreement not to exceed amount by $50,000, for a new contract amount of $110,000.

DISCUSSION:

In May 2025, the City entered into an agreement with Kaplan Kirsch, LLP to provide legal services relating to the FAA Part 16 Complaint in Above All Aviation, Inc., v. City of Santa Barbara, Docket No. 16-25-05. Expenditures on the contract are anticipated to exceed the current contract amount of $60,000 due to the protracted litigation. Increasing the contract amount by an additional $50,000 is necessary due to the litigation costs and to avoid an interruption of service.

BUDGETARY IMPACTS:

The cost for legal support and related costs for this case will be paid by the Airport Department in Fiscal Year (FY) 2026. Adequate expenditure appropriations exist in the Airport operating fund in FY2026 to pay for this expense.

PREPARED &
SUBMITTED BY: Sarah J. Knecht, City Attorney
APPROVED BY: Kelly McAdoo, City Administrator
Agenda Item No. 12
File Code No. 160.03

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: City Administrator’s Office
SUBJECT: Deputy City Administrator Employee Agreement [Agreement] RECOMMENDATION:

That City Council receive and confirm the employment agreement for the Deputy City Administrator.

DISCUSSION:

During the budget process for Fiscal Years 2026-2027, the City Council approved a reorganization bringing Economic Vitality, Housing and Human Services, and Downtown Parking into the City Administrator’s Office, to be overseen by a new Deputy City Administrator position. The City hired the recruitment firm Peckham and McKenney to conduct a nationwide search to fill the newly created Deputy City Administrator position. A six-week search garnered 100 applicants, 25 of whom went through additional screening, with the selection of six candidates for final interviews. Three panels, one consisting of Department Directors, a second with external business and housing stakeholders, and a third of City staff. Input from all three panels consistently supported two finalists for consideration.

Pursuant to City Charter Section 604 (a), the City Administrator has the authority to appoint or remove department heads and employees of the City but she first must review the appointment with the City Council and receive approval for such appointment.

The City Administrator selected Anthony Valdez, who most recently served as Assistant City Manager for the City of Bakersfield, where he led transformative initiatives including the launch of a 300-bed navigation center for unhoused residents, a citywide grants program generating $50 million annually, and a youth jobs program that created opportunities for over 100 young people each year. He also played a key role in economic development, legislative advocacy, and strategic planning.

Agenda Item No. 13
File Code No. 170.01
Council Agenda Report
Deputy City Administrator Employee Agreement [Agreement] September 9, 2025

A San Francisco native, Valdez holds a Master of Public Administration from the University of San Francisco, both a Bachelor of Arts in Political Science and a Certificate in Advanced Leadership Studies from American University, and is a Public Policy and International Affairs Fellow from Princeton University’s Woodrow Wilson School. He currently serves as Vice President of the Municipal Management Association of Northern California and is a board member of California Local Government Management Collaborative (Cal-ICMA).

Mr. Valdez begins his tenure with the City on September 15, 2025.

A copy of the Agreement may be requested from the City Administrator’s Office for public review by contacting Nicole Grisanti at [email protected].

FINANCIAL/BUDGET IMPACT
Adequate expenditure appropriation exist in the City Administrator’s Office operating budget in FY2026 to fund the employment agreement.

PREPARED AND
SUBMITTED BY: Rene Eyerly, Assistant City Administrator APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: City Administrator’s Office
SUBJECT: Human Resources Director Employee Agreement [Agreement] RECOMMENDATION:

That City Council receive and confirm the employment agreement for the Human Resources Director.

DISCUSSION:

After the Human Resources Director position became vacant in March 2025, the City hired the recruitment firm Peckham and McKenney to conduct a nationwide search to fill the position. A six-week search garnered 72 applicants, 24 of whom went through additional screening, with the selection of four candidates for final interviews. Four panels conducted interviews of the candidates, one consisting of Department Directors, a second external panel consisting of the Carpinteria City Manager, Lompoc Human Resources Director, and Santa Barbara Assistant City Attorney, a third of City Human Resources staff, and a fourth with City bargaining unit leadership. Input from all four panels consistently supported two finalists for consideration.

Pursuant to City Charter Section 604 (a), the City Administrator has the authority to appoint or remove department heads and employees of the City but she first must review the appointment with the City Council and receive approval for such appointment.

The City Administrator selected Michael Arnoldus, who most recently served as the Human Resources Manager for the City of Santa Monica, where he oversaw the City’s classification and compensation study and implementation, and complex labor negotiations. Mr. Arnoldus previously served as the Director of Employment Services and the Personnel Commission at the Ventura County Community College District.

Agenda Item No. 14
File Code No. 170.01
Council Agenda Report
Human Resources Director Employee Agreement [Agreement] September 9, 2025

Mr. Arnoldus has spent most of his professional career on the central coast. He holds a Master of Arts from California State University, Long Beach in Industrial and Organizational Psychology, and a Bachelor of Arts from California State University, Fullerton in Psychology.

Mr. Arnoldus begins his tenure with the City on September 22, 2025.

A copy of the Agreement may be requested from the City Administrator’s Office for public review by contacting Nicole Grisanti at [email protected].

FINANCIAL/BUDGET IMPACT:

Adequate expenditure appropriation exist in the Human Resources Department operating budget in FY2026 to fund the employment agreement.

PREPARED AND
SUBMITTED BY: Rene Eyerly, Assistant City Administrator APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

SUSTAINABILITY COMMITTEE AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Sustainability & Resilience Department
SUBJECT: Agreement with CLEAResult Consulting, Inc. for Santa Barbara Clean Energy Multifamily Electric Vehicle Charging Program [Agreement] RECOMMENDATION:

That Council authorize the Sustainability and Resilience Director to execute a three-year Professional Services Agreement with CLEAResult Consulting, Inc for a not to exceed total amount of $325,000.

DISCUSSION:

Santa Barbara Clean Energy (SBCE), the City’s Community Choice Aggregation (CCA) program, launched residential service in October of 2021 and commercial service in March of 2022, providing clean, carbon-free electricity to the Santa Barbara community. In addition, SBCE offers programs that help customers meet Santa Barbara’s carbon neutrality goal as articulated in the City’s Climate Action Plan (CAP) that City Council adopted in July 2024.

As part of the Sustainability and Resilience Department Fiscal Year 2026 (FY26) budget, staff planned for the development and launch of a new program that will make it easier, faster, and more affordable for multifamily property owners to install electric vehicle (EV) charging infrastructure. Transportation accounts for the majority of City greenhouse gas (GHG) emissions and this program will reduce emissions by addressing the lack of EV charging infrastructure for most multifamily properties, and the lack of access to convenient charging for most renters.

Program Description
The aim of the Multifamily EV Charging Program is to reduce GHG emissions from personal light-duty vehicles and increase access to EV charging for renters. The program will achieve this by supporting the installation of cost-effective EV charging stations at multifamily properties with free technical assistance and incentives.

In addition to financial constraints, property owners often face educational and technical barriers unique to installing EV charging infrastructure in multifamily buildings. This program will provide free technical assistance related to the planning, design and engineering, selection, and procurement of cost-effective EV charging infrastructure. The Agenda Item No. 15
File Code No. 630.02
Council Agenda Report
Agreement with CLEAResult Consulting, Inc. for Santa Barbara Clean Energy Multifamily Electric Vehicle Charging Program [Agreement]
September 9, 2025

emphasis of the program will be the deployment of smart, low-power, and powermanaged charging solutions that help avoid unnecessary and expensive electrical service upgrades.

Vendor and Selection Process
Staff has selected CLEAResult Consulting, Inc (CLEAResult) as the implementation vendor for this program based on a similar competitive solicitation completed by Marin Clean Energy (“MCE”), another local government CCA agency. Leveraging similar solicitations performed by other local government agencies is often referred to as “piggybacking” and is widely used to avoid duplicating related solicitation efforts and use staff time most effectively. MCE released a solicitation in October 2022 and selected CLEAResult as the consultant for their EV infrastructure technical assistance program focused on multifamily properties. As the MCE agreement is very similar in scope to what SBCE is seeking to offer, staff reviewed the MCE solicitation process and confirmed that it meets the City’s procurement standards.

CLEAResult is a national energy solutions provider that delivers energy efficiency, electrification, and other demand-side management services. In addition to MCE’s program, CLEAResult also supports several other EV charging programs focused on multifamily properties delivered by other cities and load serving entities. Their portfolio demonstrates CLEAResult’s critical experience in multifamily program delivery and enables them to leverage important industry relationships in the transportation electrification industry that will benefit the City of Santa Barbara and SBCE customers.

The CLEAResult agreement includes a full suite of services that will help SBCE reach multifamily properties. The suite of services includes marketing materials, education and outreach, site assessments, design, planning support, cost estimates, charging evaluation reports, and post-report consulting. After signing the agreement, and prior to public launch, SBCE staff will work with CLEAResult to finalize program design, conduct a market analysis, and develop collateral and enrollment materials relevant to the Santa Barbara community and its multifamily properties.

On August 7, 2025, the Sustainability Council Committee received an update and presentation on the proposed SBCE Multifamily EV Charging Program. The Committee voted to forward a recommendation to Council to approve the agreement between City of Santa Barbara and CLEAResult Consulting, Inc.

BUDGET/FINANCIAL INFORMATION:

The agreement between the City of Santa Barbara and CLEAResult is for a three-year term and includes a not to exceed budget of $325,000. Staff estimate that $115,500 will be used in Fiscal Year 2026 (FY26). There are sufficient expenditure appropriations in the Clean Energy Fund budget in FY26 to fund this portion of the agreement. For Fiscal Year 2027 and beyond, staff will include funding for this agreement in future recommended budgets.

Council Agenda Report
Agreement with CLEAResult Consulting, Inc. for Santa Barbara Clean Energy Multifamily Electric Vehicle Charging Program [Agreement]
September 9, 2025

SUSTAINABILITY IMPACT:

SBCE programs help its customers achieve the Council’s carbon neutrality by 2035 goal as outlined in the City’s Climate Action Plan. The Multifamily EV Charging Program will achieve or support the following CAP measures:

BE-5.2 Create a residential building electrification accelerator program to increase community access to building electrification resources. This program should include the provision and expansion of resources needed to support residents in electrifying their homes. For example, by providing rebates, enhanced funding for income qualified homeowners, technical expertise, and contractor support.

BE-5.5 Complete a low income and affordable housing electrification pilot project in collaboration with affordable housing owners, utilities, and the community. The pilot project will ensure that there is not an increase to energy bills for occupants of pilot buildings.

BE-5.13 Establish a program that provides targeted direct install services and cost share for specific electrification measures with multi-unit residential development owners. City to cover incremental cost in addition to an incremental electricity rate from SBCE.

TE 6.4 Support private development of EV charger installations by effectively streamlining City processes, such as expediting permitting, easing onerous regulations, develop a permitting design guide.

BE 7.4 Develop a local education program detailing incentives for electrification and promoting the benefits of opting in to SBCE's service, particularly for under-resourced populations.

ENVIRONMENTAL REVIEW:

The technical assistance provided through SBCE’s Multifamily EV Charging Program is not subject to the California Environmental Quality Act because it does not involve a project resulting in physical changes to the environment that have the potential for causing a significant effect on the environment.

A copy of the agreement may be requested from the Sustainability & Resilience Department for public review by contacting [email protected].

PREPARED BY: Jon Griesser, SBCE Customer Programs Manager SUBMITTED BY: Alelia Parenteau, Sustainability and Resilience Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Construction Support and Inspection Services for the Fiscal Year 2025 Wastewater Main Rehabilitation Project [Agreement]
RECOMMENDATION: That Council:

A. Authorize the Public Works Director to execute a City Professional Services Agreement with Water Systems Consulting Inc., in the amount of $104,328 for design support services during construction of the Fiscal Year 2025 Wastewater Main Rehabilitation Project, and authorize $10,433 for potential extra services, for a total expenditure authority of $114,761; and
B. Authorize the Public Works Director to execute a City Professional Services Agreement with Willdan Engineering in the amount of $363,226 for construction inspection services for the Fiscal Year 2025 Wastewater Main Rehabilitation Project, and authorize $36,323 for potential extra services, for a total expenditure authority of $399,549.

DISCUSSION:

Background
The City of Santa Barbara (City) owns and operates a 257-mile municipal wastewater collection system, which conveys wastewater from across the City to the El Estero Water Resource Center for treatment. The City uses an asset management program to inspect, manage, and maintain this infrastructure. This ongoing program includes performing routine inspections on sewer mains and manholes to identify locations for rehabilitation and repair and to prioritize the necessary work to bring the infrastructure to a good state of repair.

The City’s goal is to rehabilitate at least 1%, or approximately 2.5 miles, of the collection system each year as a part of the Annual Rehabilitation Capital Program (Capital Program). This Capital Program aims to minimize the frequency of Sanitary Sewer Overflow events, seal off the collection system from infiltration and inflow, and extend the life span of the existing collection system assets. These goals represent an ongoing commitment to maintaining a reliable and safe collection system.

Agenda Item No. 16
File Code No. 540.13
Council Agenda Report
Construction Support and Inspection Services for the Fiscal Year 2025 Wastewater Main Rehabilitation Project [Agreement]
September 9, 2025

Project Description
The Fiscal Year 2025 Wastewater Main Rehabilitation Project (Project) will rehabilitate approximately 2.8 miles of sewer pipelines and associated manholes. Work will occur at 74 locations throughout the City, focusing on the Foothill, Cielito, Laguna, and Eastside neighborhoods. Construction of the Project was publicly advertised, and bids were opened on April 24, 2025. One bid was received. The General Services Manager awarded a maintenance and repair contract for construction to the responsive bidder in June. Construction is anticipated to begin in September and last approximately one year.

Design Support Services During Construction
Staff recommend that Council authorize the Public Works Director to execute a contract with Water Systems Consulting Inc. (WSC) in the amount of $104,328 for design support services during construction and authorize $10,433 for potential extra services, for a total expenditure authority of $114,761.

The design support services during construction will include reviewing submittals, design clarifications, contractor requests for information, reviewing and approving contractor video inspections and completed work, and preparing record drawings upon the completion of construction.

WSC was selected as part of a competitive Request for Proposals process for engineering services for the Capital Program and has provided design and construction support services for the last five years. WSC has completed the design phase support tasks, which included preparing the bidding documents for the Project. WSC has provided a reasonable proposal to supply construction phase support services and is experienced in this type of work, and the needs of the City’s Capital Program.

Inspection Services During Construction
Staff recommend that Council authorize the Public Works Director to execute a contract with Willdan Engineering (Willdan) in the amount of $363,226 for construction inspection services and authorize $36,323 for potential extra services, for a total expenditure authority of $399,549. Willdan will provide construction management support and full-time field inspection services to augment staff resources. Willdan is experienced in this type of work and was selected as the most qualified firm through a Requests for Proposals process in which two firms responded.

Community Outreach
Two methods of communication will be used for community outreach during Project construction. Pre-construction notification letters will be sent to alert residents and businesses adjacent to work areas of the upcoming Project approximately one month ahead of construction mobilization. During construction, door hangers will be used to Council Agenda Report
Construction Support and Inspection Services for the Fiscal Year 2025 Wastewater Main Rehabilitation Project [Agreement]
September 9, 2025

communicate with those directly impacted by the work. City News in Brief messaging will also be utilized to provide periodic updates to the public.

BUDGET/FINANCIAL INFORMATION:

The following summarizes all Project design costs, construction contract funding, and other Project costs:

ESTIMATED TOTAL PROJECT COST
*Cents have been rounded to the nearest dollar in this table.

TOTAL
Design Services (by contract, WSC) $17,500
Design Costs (by City staff) $150,000
Design Subtotal $167,500
Construction Contract $2,181,207
Construction Change Order Allowance $218,121
Design Support During Construction (by contract, WSC) $114,761 Construction Inspection (by contract, Willdan) $399,549 Construction Management Costs (by City staff) $255,000
Estimated Other Construction Costs (materials testing, outreach, etc.) $9,000 Construction Subtotal $3,177,638
TOTAL PROJECT COST $3,345,138
There are sufficient expenditure appropriations in the Wastewater Capital Fund in Fiscal Year 2026 to cover the proposed construction support contracts and potential extra services included in this report.

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 subject to California Environmental Quality Act (CEQA) review and was determined to be exempt under CEQA Guideline Section 15301 (b) and (d) Existing Facilities. The Project met the 15301 (b) and (d) Existing Facilities Class 1 categorical exemption because the repair and maintenance of existing sewer main to maintain the structural integrity of the City’s aging sanitary sewer system would not result in an increase in use or capacity. The Notice of Exemption as filed with the County Clerk of the Board on May 13, 2025, and posted to the State Clearinghouse (SCH) on May 14, 2025.

The SCH number is 2025050558.

Council Agenda Report
Construction Support and Inspection Services for the Fiscal Year 2025 Wastewater Main Rehabilitation Project [Agreement]
September 9, 2025

WATER COMMISSION RECOMMENDATION:

This item was presented to the Water Commission at its meeting on July 17, 2025, and the Commission voted 4:0:1 in support of staff’s recommendation.

PREPARED BY: Brian D’Amour, P.E., City Engineer/CSW/rl
SUBMITTED BY: Joshua N. Haggmark, P.E., Acting Public Works Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Public Works Department
SUBJECT: Contract Amendment for Geotechnical Engineer of Record Services for the Santa Barbara Police Station Project [Agreement] RECOMMENDATION:

That Council authorize the Public Works Director to execute the Second Contract Amendment with Earth Systems Pacific, for Geotechnical Engineer of Record services for excavation monitoring for the Santa Barbara Police Station Project, Contract No. 22300036A, in the amount of $39,880 with an additional $3,988 for extra services, for a new total expenditure authority of $157,243.

DISCUSSION:

Background
The Santa Barbara Police Station Project (Project) was funded with the passage of Measure C in 2017. The Project has been approved by the City of Santa Barbara’s (City) Building & Safety division; the building permit has been pulled by ProWest Constructors, the selected General Contractor; and construction has begun. Earth Systems Pacific (Earth Systems) has been a part of the Project’s design team as the geotechnical engineer of record, working with the design team throughout the design, specifically with the structural engineer. As the Concrete Deep Soil Mixing (CDSM) columns that will act as both shoring and structural elements are installed, and grading begins on-site, the Geotechnical Engineer of Record (Geotechnical Engineer) will conduct observation and testing throughout to ensure the required specifications are met and implemented per the Project plan.

Scope of Services
With additional steel added to the CDSM columns, additional monitoring of the excavation walls by the Geotechnical Engineer is required. As the Geotechnical Engineer, the expanded scope of services during construction, and the continuity of the work Earth Systems has done, is critical for the Project. Earth Systems will provide observation and testing during grading, and observation during the installation of the DSM columns; provide engineering review and consultation with the other engineers on the design team; Agenda Item No. 17
File Code No. 700.08
Council Agenda Report
Contract Amendment for Geotechnical Engineer of Record Services for the Santa Barbara Police Station Project [Agreement]
September 9, 2025

and review and stamp drawings, as needed, that pertain to the geotechnical aspects of the Project.

BUDGET/FINANCIAL INFORMATION:

Contract No. 22300036A - Existing Contract Amount $113,374.56 Contract No. 22300036A - Second Amendment $39,880.00
Extra Services Amount (10%) $3,988.00
Total Revised Contract Expenditure Authority: $157,242.56 If the recommendation is approved, the total Geotechnical Engineer of Record services contract expenditure authority will be increased to $157,242.56. There are sufficient expenditure appropriations in the Police Station Capital Project Fund to cover all remaining contract costs.

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

SUSTAINABILITY IMPACT:

City Resolution 07-018 requires that new City building construction be designed and constructed to achieve a Leadership in Energy and Environmental Design (LEED) Silver classification or, where LEED is not applicable for the Project, another green building program certification level that is contingent on the building type. Resolution 07-018 also requires new building construction and major renovations for City-owned and -operated buildings be designed to exceed State Title 24 Energy Requirements by 20%. In addition, the City’s General Plan calls for the inclusion of solar energy to help meet the energy demand for the structure. Lastly, Council Resolution 17-043 commits the City to 100% renewable electricity by 2030; therefore, having the police station as a zero net energy building design is in line with these goals.

ENVIRONMENTAL REVIEW:

This Project was subject to environmental review under the California Environmental Quality Act. A Mitigated Negative Declaration (MND) was prepared for this Project and was completed and approved on July 13, 2022. The Notice of Determination was filed with the State Clearinghouse (SCH) on July 27, 2022, and the SCH number is 2022050302. A copy of the MND may be requested from the Public Works Department for public review by contacting [email protected].

Council Agenda Report
Contract Amendment for Geotechnical Engineer of Record Services for the Santa Barbara Police Station Project [Agreement]
September 9, 2025

PREPARED BY: Brian D’Amour, P.E., City Engineer/BH/sk
SUBMITTED BY: Joshua Haggmark, P.E., Acting Public Works Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: City Administrator’s Office
SUBJECT: Grant Agreement with South Coast Community Media Access Center, dba TV Santa Barbara [Agreement]
RECOMMENDATION:

That Council authorize the City Administrator to execute a two-year grant agreement with the South Coast Community Media Access Center for management of the public, educational, and government access television channels in an amount of $297,445 plus an amount for public, educational and government access (PEG) capital expenditures equal to 50% of the actual PEG fees received by the City for Fiscal Year 2026.

DISCUSSION:

Since January 1, 2003, upon its formation, the South Coast Community Media Access Center, doing business as TV Santa Barbara (TVSB), has been designated by the County of Santa Barbara under its cable franchise with Cox Communications as the nonprofit entity to manage the public and educational access channels in the Santa Barbara South Coast Region. The City has maintained annual grant agreements with TVSB since that time.

The Fiscal Year 2026 adopted budget includes $297,445 in base funding for management of the public and educational access television channels in the Community Promotions program. The adopted Community Promotions budget also includes an additional amount not to exceed $92,000 for PEG capital expenditures generated from PEG fees levied on Cox Communications.

The following is a summary of the major provisions of the proposed grant agreement with TVSB for Fiscal Years 2025 and 2026:

Agenda Item No. 18
File Code No. 510.04
Council Agenda Report
Grant Agreement with South Coast Community Media Access Center, dba TV Santa Barbara [Agreement]
September 9, 2025

1. Term: Beginning the date of approval and ending on June 30, 2027.

2. Base Funding: The City will grant TVSB quarterly advance payments of $70,611.25 for public and educational access support, totaling $282,445. Additionally, the City will grant $15,000 to be paid in January 2026 and January 2027, dedicated for support of educational access.

3. PEG Capital Funding: Under the current state video franchising law (DIVCA), PEG fees may be levied on video service providers and are limited exclusively for PEG-related capital expenditures. Ordinance No. 5786, adopted on April 18, 2017, includes a PEG fee of 1.0% of which 0.5% percent is designed to provide for capital funding to TVSB. Based on the PEG fees generated in Fiscal Year 2025, the City estimates that it will remit to TVSB approximately $92,000 in Fiscal Year 2026 and $94,000 in Fiscal Year 2027, to be used solely to cover capital expenditures contained in its Five-Year Capital Improvement Plan.

The PEG capital funding will be paid quarterly, based on actual PEG fee collections during the previous quarter. The capital funding will be paid by PEG fees levied on Cox and, while not required to do so, Cox may elect to pass through the PEG fees to its subscribers on their cable bills.

4. Indemnification: The City will be indemnified against any and all claims and actions arising from the performance of services under the agreement. Indemnification is a standard provision in all City grant agreements, including human services and community promotions grants. All nonprofit entities receiving City grant funds are required to defend and indemnify the City from any and all claims which may arise as a result of the actions of the Grantee.

5. Insurance: The insurance provisions are standard insurance requirements for City grant recipients with the exception of the liability policy requirements. Because of the specialized nature of services provided under the agreement, this agreement requires a media and broadcaster’s liability policy. This is the same type of policy required of Cox Communications under the City’s prior franchise agreement.

6. Compliance with Laws and Regulations: The agreement states that TVSB will comply with all applicable state and federal laws and regulations with specific reference to the Ralph M. Brown Act and the Public Records Act. This language is consistent with the County of Santa Barbara’s legal compliance provisions in its operating agreement with CMAC and the previous City agreements with TVSB.

BUDGET/FINANCIAL IMPACT:

Adequate appropriations exist for the PEG fee revenue and grant agreement expenditures in the Mayor and Council budget for fiscal year 2026.

Council Agenda Report
Grant Agreement with South Coast Community Media Access Center, dba TV Santa Barbara [Agreement]
September 9, 2025

The contract is available for review in the City Clerk’s Office at City Hall at 735 Anacapa Street or by contacting Brandon Beaudette at [email protected].

PREPARED AND
SUBMITTED BY: Brandon Beaudette, Senior Assistant to the City Administrator APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: City Administrator’s Office
SUBJECT: Annual Contract with the Santa Barbara County Office of Arts and Culture [Agreement]
RECOMMENDATION:

That Council authorize the City Administrator to execute an agreement with the Santa Barbara County Office of Arts and Culture in the amount of $456,570, of which $239,963 will be regranted, as approved in the Fiscal Year 2026 adopted budget.

DISCUSSION:

In the Fiscal Year 2026 adopted budget, Council authorized funds to renew the annual arts services contract with the Santa Barbara County Office of Arts and Culture. Services include but are not limited to: staffing support for the City Arts Advisory Committee and Community Events & Festivals Committee; coordination of City arts initiatives, such as the Poet Laureate Program; management of the Organizational Development, Community Arts and Community Events & Festivals re-granting programs; and the production of art exhibitions for designated State St. sculpture pads and the City Hall Gallery.

City Cultural Arts regranting funds also support projects, programs, and organizations that provide free arts access for underserved communities, serve residents and visitors to the City of Santa Barbara, and enhance economic and community vitality.

Special projects funds are applied to materials, production and installation of public art and exhibitions, stipends for Poet Laureate services, the Sunken Garden Film Series, and educational opportunities to support the sustainability of Santa Barbara’s arts and culture producers.

The City and County have operated a shared arts staffing structure for 40 years, combining resources to increase service levels, expand capacity and enhance community access. Through this model, both units of government can acquire additional State and Agenda Item No. 19
File Code No. 150.04
Council Agenda Report
Annual Contract with the Santa Barbara County Office of Arts and Culture [Agreement] September 9, 2025

private arts funding to supplement services. This agreement is a one-year agreement with an option to renew for a second year.

BUDGET/FINANCIAL IMPACT:

The City’s FY 2026 adopted budget appropriated $216,607 for arts administration and production services, and arts program and projects, and $239,963 for cultural arts regranting funds.

Fiscal Year 2026
Coordination and Administration of City Arts Programs $216,607 Including Public Art Projects & Cultural District Promotions Grants (see below for funding by grant category) $239,963 Total $456,570
Grant Categories
Fiscal Year 2026
Community Events and Festivals Grants $83,000
Organizational Development Grants $103,000
Community Arts Grants $53,963
Total $239,963
The agreement is available for review in the City Clerk’s Office at City Hall at 735 Anacapa Street or by contacting Brandon Beaudette at [email protected].

PREPARED AND
SUBMITTED BY: Brandon Beaudette, Senior Assistant to the City Administrator APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Parks and Recreation Department
SUBJECT: Professional Services Agreement with Rincon Consultants, Inc., for the Ortega Park Renovation Project [Agreement]
RECOMMENDATION:

That Council authorize the Parks and Recreation Director to execute a Professional Services Agreement with Rincon Consultants, Incorporated, to perform soil and groundwater characterization for the purpose of preparing a cost estimate for the management of impacted soil, refuse, and groundwater as a result of the Ortega Park Renovation Project in the amount of not to exceed $234,056.

DISCUSSION:

Background
In May 2018, the City Council initiated the renovation of Ortega Park (Park) to replace its aging infrastructure. Through a community-based master planning process, the Parks and Recreation Department (Department) evaluated current facilities, provided a thorough and extensive public process for community involvement and input, and created a comprehensive vision and renovation plan for the Park. This included an artificial turf multisport field, aquatics facility, playground, skate park, basketball court, community gathering area, and overall improvements to parking, sidewalks, lighting, landscaping, and restroom facilities. The plan also addressed the value and opportunity to maintain park murals for the community’s identity and cultural significance of the Park.

In January 2019, Council preliminarily authorized the design phase of the Ortega Park Renovation Project (Project). With Council’s approval, preliminary design of the Park revitalization began in April 2019. In September 2020, the Parks and Recreation Commission made findings for the Project pursuant to Santa Barbara Municipal Code Section 28.37.025. In June 2021, the Murals Working Group met and determined options to preserve, relocate, and reproduce murals within the Project. The Murals Working Group recommendations were incorporated into the Project.

Agenda Item No. 20
File Code No. 570.05
Council Agenda Report
Professional Services Agreement with Rincon Consultants, Inc., for the Ortega Park Renovation Project [Agreement]
September 9, 2025

In September 2021, the Planning Commission approved the development plan. Currently, the project is working toward obtaining Final Design approval and subsequently submitting for Building Permit(s).

Project Description
The Project will complete a full-scale rehabilitation of the 5.46 acre Park with a synthetic turf field and a new year-round pool that provides instruction, lap swimming, aquatic programs, a children’s slide, and splash play features. It also includes new restroom facilities, an enhanced community building, a new playground and family picnic area, and a multi-generational activity zone with a skate park, basketball, bocce ball, corn hole, and other amenities. The Project includes site access and circulation improvements with pedestrian pathways surrounding and through the Park, accessible entries, and expanded street parking.

Public art through murals will be integrated into the Park improvements. Of the existing murals, a portion will be relocated on-site, a portion will be re-created, and the remainder will be re-envisioned. Additional blank spaces for new murals are included in the Park design. All new murals will be consistent with a Mural Implementation Plan (MIP) to ensure thematic consistency in the context of Chicano, Colonial Latin American, Mexican, pre-Colonial, and/or Chumash culture. In 2023, the MIP was developed and completed by a Mural Advisory Group made up of mural stakeholders, mural artists and youth, and arts and culture organization representatives to ensure each placement is consistent with the artists’ message and theme and that the art remains centered in the identity of the Park.

Consultant Selection and Scope of Work
The applicant team is currently completing construction level drawings to submit for an Architectural Board of Review, Final Approval hearing, in Fall 2025. Subsequently, the goal is to submit to Building and Safety to initiate the Building Permit process by the end of 2025. As a result of the consultant’s successful work on the Project through the preliminary design and planning entitlement, Staff recommends that the City contract with Rincon Consultants, Inc., to allow continuity and efficiency to continue project processing.

Because the project location was a former City dump from 1900-1927, due to preliminary analysis conducted by the Consultant, and due to data from other projects in the immediate vicinity, the site contains known hazardous soils, but the extent of the hazards required disposal, and remediation has yet to be determined. The subject Professional Services Agreement will allow Rincon to conduct the required further soils investigations/testing, analysis, and permitting to determine how the site shall be remediated prior to and/or during project construction. Rincon will provide further testing necessary to fill in gaps in existing data to result in an up-to-date Corrective Action Plan for remediation implementation.

Council Agenda Report
Professional Services Agreement with Rincon Consultants, Inc., for the Ortega Park Renovation Project [Agreement]
September 9, 2025

Permitting through the County of Santa Barbara’s Air Pollution Control District is required for the Corrective Action Plan. Ultimately, further soils work will drive overall project costs/funding needs, and construction timing, so these work efforts must be carried out first, before project construction is realized.

BUDGET/FINANCIAL INFORMATION:

The total cost of the contract is $234,056. There are sufficient expenditure appropriations in the Fiscal Year 2026 Measure C Capital account to cover the cost of the contract.

SUSTAINABILITY IMPACT:

The Project will further the sustainability goals through incorporating environmentally responsible design and construction techniques including, but not limited to, the specification of recycled content building materials, construction debris recycling processes, addition of electric vehicle chargers, and the use of drought tolerant landscaping. The Project also includes the removal of hazardous soil created between 1900 and 1927 when the site was a City dump. Additionally, energy conservation will be achieved through electrical efficient fixtures, appliances, and photovoltaic panels.

A copy of the Professional Services Agreement may be requested from the Parks and Recreation Department for public review by contacting Courtney Carlson at [email protected].

PREPARED BY: Holly Lynn Garcin, Project Planner
SUBMITTED BY: Jill E. Zachary, Parks and Recreation Director APPROVED BY: Kelly McAdoo, City Administrator

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and Councilmembers
FROM: Parks and Recreation Department
SUBJECT: Work Plan for the Parks and Recreation Master Plan RECOMMENDATION:

That Council provide input on the draft goals, key stakeholder groups, and work plan for the Parks and Recreation Master Plan.

EXECUTIVE SUMMARY:

The Parks and Recreation Department (Department) is developing the Parks and Recreation Master Plan (Master Plan), the first comprehensive planning document of this scale for the City’s system of parks and recreation facilities since the 1981 Parks and Recreation Facilities and Programming Master Plan (Initial Master Plan), which was last updated in 1985. The purpose of the Master Plan is to guide and support future development of the City’s parks and recreation facilities based on desired outcomes identified during community engagement efforts undertaken as part of the planning process. The Department identified preliminary draft goals and stakeholder groups and developed a work plan and schedule, and is seeking input from Council on these items.

DISCUSSION:

Background
The Department is developing the Master Plan to assess the City’s existing system of parks and recreation facilities, identify community needs, and guide future development of the City’s parks, open spaces, recreation facilities, and community programming.

Previous master planning efforts include:
 1975: The Department initiated development of the City’s Initial Master Plan.  1980/81: The Department finalized the Initial Master Plan in October 1980 and Council adopted it in March 1981. Council also adopted Resolution No. 81-087 in July 1981, calling for updates to the Initial Master Plan every two years.

Agenda Item No. 21
File Code No. 570.08
Council Agenda Report
Work Plan for the Parks and Recreation Master Plan
September 9, 2025

 1985: The Department completed updates to the Initial Master Plan in April 1985.  1989: In September 1989, the Department completed the Parks and Facilities Needs Assessment, which performed some functions of a master plan, such as summarizing existing and anticipated needs and making recommendations for addressing identified needs.
 1995: The Department attempted to update the Initial Master Plan with the help of a consultant but did not complete the effort.
 2005: The Department reviewed the City’s parks and recreation facilities and programs in the April 2005 Baseline Analysis in support of the September 2005 General Plan Update 2030, Conditions, Trends, and Issues: Parks and Recreational Facilities. This review did not include recommendations for addressing needs.

The 1985 revision of the Initial Master Plan remains the most recent version of a comprehensive master plan. Absent an updated master plan, the Department has advanced many individual park and recreation facility improvement project in response to community demand and need for infrastructure reinvestment. As part of these efforts, the Department performed public outreach on a project by project basis.

Purpose and Goals
The purpose of the Master Plan is to guide and support future development of the City’s parks, open spaces, and recreation facilities based on the desired outcomes identified during the baseline analysis and community engagement efforts undertaken as part of the planning process. The preliminary goals of the Master Plan include those related to the planning process (e.g., community engagement) and those related to uses of the final document (e.g., guiding future development). Specific goals in these categories include:

Planning Process Goals PRMP Goals
 Mobilize and engage the community
 Identify current and future park and
recreation needs
 Facilitate inter-organization cooperation
and coordination
 Inspire new ideas and partnerships
 Evaluate the feasibility of proposed ideas
 Assess existing and potential future
funding sources
 Provide roadmap of system
improvements to meet current and future
needs
 Align parks and recreation resources with
community values and trends
 Increase access and ensure equitable
distribution of resources
 Support funding efforts for park
redevelopment and expansion
Scope
The Master Plan will evaluate the entire system of parks and recreation facilities owned and/or operated by the Department, assess existing and future needs, and make recommendations for future development and management of the system. Key components of the Master Plan include:

Council Agenda Report
Work Plan for the Parks and Recreation Master Plan
September 9, 2025

 Inventory and Assessment: Analysis of existing parks, trails, open spaces, recreation centers, and community buildings, including evaluation of current conditions, levels of service, and maintenance needs.
 Community Profile: Evaluation of the city’s climate, population characteristics, and land use trends to better understand existing and future recreation needs.  Needs Assessment: Evaluation of current and future recreation needs based on existing use, population growth, demographic shifts, and recreation trends, including identification of underserved areas, future demand, and gaps in service.  Funding Strategies: Analysis of economic impacts of parks and recreation facilities, and identification and evaluation of existing and potential future funding sources.  Goals and Recommendations: Clearly articulated goals and recommended improvements for the parks and recreation system and programs, including specific recommendations such as facility upgrades, development of new parks, and land acquisition strategies.

Community Engagement
Community engagement is a central part of the Master Plan process. Staff will seek feedback from residents, community groups, and other stakeholders throughout the spring and summer of 2026. Key stakeholder groups include:

Stakeholder Group Examples
Department Partners Facility operators, event organizers, lessors of City property, and service providers
User Groups Youth groups, summer camps, athletic leagues/classes, and recreational user groups (e.g., bird watchers)
Special Interest
Groups
Neighborhood associations, retirement communities, and social service providers
Non-profit
Organizations
Environmental, educational, cultural, historical, and philanthropic organizations
Business Groups Santa Barbara Regional and Greater Santa Barbara Hispanic chambers of commerce, Visit Santa Barbara, and Downtown Santa Barbara
Government Public agencies, school districts, and elected and appointed officials Staff will use a variety of outreach methods, including a project website, pop-up booths in parks and at community events, stakeholder interviews, focus group meetings, in-person and online surveys, community workshops, and public meetings designed to gather meaningful input from all parts of the community. Community engagement will include Spanish translation services and all written materials will be prepared in both English and Spanish.

Council Agenda Report
Work Plan for the Parks and Recreation Master Plan
September 9, 2025

Work Plan
Staff prepared a work plan that outlines key tasks and a preliminary schedule for developing the Draft Master Plan. The work plan includes six project phases, with subtasks grouped into each of the first five phases, as follows:

Project Phase Work Plan Tasks
Project Initiation Work Plan Preliminary
Goals
Preliminary
Stakeholder
List
Report
Outline
Project
Website
Inventory of
Existing
Resources and
Programs
Map and
List of
Facilities
Existing
Conditions
ADA
Evaluation
User Counts
and Surveys
Visitation
Data
Evaluation of
Existing Setting
Vision and
Mission
Demographics
and Community
Dynamics
Underserved
Populations
Overlapping
Plans and
Policies
Funding
Sources
Community
Engagement and
Needs
Assessment
Surveys and
On-site
Engagement
Community
Meetings and
Workshops
Summary of
Feedback
Recreation
Trends
Analysis
Evaluation
of Needs
Recommendations
and Action Plan
Goals and
Objectives
Strategies and
Recommendations
Implementation
Plan
Financial
Strategy
Plan
Policy and
Plan
Updates
Draft Master Plan
The draft schedule lays out the project timeline by phase and proposes four meetings with both the Parks and Recreation Commission (Commission) and Council (see attachment). The first of these four meetings is aimed at reviewing the draft goals, key stakeholders, and work plan. The Department held its first meeting with the Commission on July 23, 2025. Given the importance of community outreach for the Master Plan, Staff proposes a second meeting to review the public participation plan in spring of 2026. After completing the needs assessment and developing preliminary strategies and recommendations, Staff proposes a third meeting to review these findings in Spring of 2027. Staff anticipates completing the Draft Master Plan in the summer of 2027, and proposes a meeting to review the draft in fall of 2027.

BUDGET/FINANCIAL INFORMATION:

Funding for the Master Plan is appropriated in the Capital Fund. The Department anticipates that existing allocated funds and budgeted positions in the Department, with assistance from other departments, are sufficient to complete the Master Plan.

Council Agenda Report
Work Plan for the Parks and Recreation Master Plan
September 9, 2025

ATTACHMENT: Draft Work Plan Schedule for the Parks and Recreation Master Plan
PREPARED BY: Bronwyn Bradbury, Project Planner
SUBMITTED BY: Jill E. Zachary, Parks and Recreation Director APPROVED BY: Kelly McAdoo, City Administrator
Draft Work Plan Schedule
Project
Initiation
Inventory of Existing
Resources and
Programs
Evaluation of
Existing Setting
Community
Engagement and Needs
Assessment
Recommendations
and Action Plan
Draft Parks and
Recreation
Master Plan
Spring
2025
Summer/
Fall 2025
Winter
/Spring
2026
Summer/
Fall 2026
Winter
/Spring
2027
Summer
2027
Commission and
Council Review
Work Plan
Commission and
Council Review
Public Participation
Plan
Commission and
Council Review
Strategies and
Recommendations
Commission and
Council Review
Draft Master Plan

ATTACHMENT

CITY OF SANTA BARBARA

COUNCIL AGENDA REPORT
AGENDA DATE: September 9, 2025
TO: Mayor and City Council
FROM: Community Development Department
SUBJECT: Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
RECOMMENDATION: That Council:

A. Determine that the ordinance is consistent with the General Plan; and B. Introduce and subsequently adopt, by reading of title only, an Ordinance of the Council of the City of Santa Barbara Amending the Santa Barbara Municipal Code by Adding Section 30.185.045 Pertaining to Regulations for Adaptive Reuse Projects.

EXECUTIVE SUMMARY:

The proposed adaptive reuse ordinance facilitates and incentivizes the conversion of nonresidential buildings to housing by offering development incentives. The ordinance would allow adaptive reuse projects anywhere in the City that allows multi-unit residential use, except the coastal zone, provided that the building is at least five years old. The development incentives for adaptive reuse projects allow unlimited residential density and reduce or eliminate requirements for open yard, parking, and setbacks. Adaptive reuse projects are further incentivized with a waiver of pre-application and concept review requirements.

The adaptive reuse ordinance implements Housing Element Program HE-1: Facilitate Conversion of Nonresidential Buildings to Housing from the 2023–2031 Housing Element.

Agenda Item No. 22
File Code No. 610.04
Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

DISCUSSION:

Adaptive reuse is the process of converting buildings from their original purpose to accommodate new uses. Commonly used to revitalize historic structures, adaptive reuse has become more attractive nationwide following the COVID-19 pandemic and the associated underutilization of existing nonresidential spaces intended for office or retail.

Adaptive reuse is one method to increase housing supply and has been gaining popularity in response to high commercial vacancy rates and the need for housing.

Background
The proposed adaptive reuse ordinance implements Housing Element Program HE-1:

Facilitate Conversion of Nonresidential Buildings to Housing, to carry out Housing Element Goal 1: Create New Housing1. HE-1 directs staff to draft an adaptive reuse ordinance to facilitate the conversion of buildings to multi-unit residential or mixed-use residential spaces. The time frame for completing this program is December 2025.

Program HE-1 focused on adaptive reuse of existing buildings in the Central Business District and designated historic resources; however, the proposed ordinance has been expanded to apply citywide based on direction from City Council and Planning Commission.

City Council provided guidance for the adaptive reuse ordinance in a Joint Work Session with Planning Commission on July 26, 2024. The Planning Commission provided additional feedback on December 12, 2024. The ordinance was further refined through public participation, including multiple focus group interviews, comments at public hearings, and presentations to the Historic Landmarks Commission and Architectural Board of Review on January 29 and March 17, 2025, respectively. The Planning Commission recommended adoption of the ordinance on June 12, 2025. The Ordinance Committee forwarded the proposed ordinance to City Council on July 29, 2025.

Overview: Adaptive Reuse Ordinance
Currently, converting a nonresidential space to housing utilizes the change in use process and typically requires zoning modifications because the buildings often cannot accommodate the open yard, parking, or setbacks that are required for residential development. The proposed adaptive reuse ordinance removes the requirement for these zoning modifications and associated discretionary hearing, thereby reducing development risk, speeding up the approval process, and making it easier to convert buildings to housing.
1 Housing Element Goal 1: Create New Housing. Create new healthy, safe, and energy-efficient housing that meets community needs, within our resources.

Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

The following is an overview of key provisions in the proposed adaptive reuse ordinance.

Existing Building: The building must be at least five years old.

Zones. Allowed in all Title 30 (Zoning—Inland) zones that allow multi-unit residential use,2 as shown in Attachment 1. The proposed ordinance does not include any changes to the uses currently allowed within these zones.

Uses. Requires conversion from nonresidential use(s) to a multi-unit residential use or a mixed-use residential project. Adaptive reuse projects cannot involve conversion from or to industrial uses to align with General Plan policies that protect industrial areas.3 Existing hotel or similar uses can be converted into housing, but new hotel uses are not allowed in an adaptive reuse project to incentivize housing creation over transient occupancies.

Floor Area. Adaptive reuse projects focus on the interior reuse of space in the existing building. There is no restriction on new floor area for residential use within the shell of the existing building, meaning lofts, mezzanines, and additional floors could be permitted within the building envelope. New floor area outside the existing building envelope is limited to 1) residential amenity space that serves all units on-site, or 2) additions necessary for egress, circulation, accessibility, or other improvements to comply with the California Building Code. New floor area additions for residential amenity space are limited in size to 600 square feet or 10 percent of the existing floor area, whichever is greater. Additions to comply with Building Code are limited to the minimum square footage necessary to meet compliance. An adaptive reuse project may not demolish or substantially redevelop the existing building.

Unit Size. Proposed residential units may be up to 800 square feet on average for rental units and 1,200 square feet on average for ownership units.

Inclusionary Housing. Adaptive reuse projects would be required to comply with the City’s existing inclusionary housing requirements,4 like any other multi-unit or mixed-use housing project. A separate staff effort is currently underway to study the feasibility of the City’s inclusionary housing requirements, with anticipated publication of the study in fall 2025. The study will inform possible amendments to inclusionary housing requirements and will also specifically address adaptive reuse projects. Potential outcomes could include allowing for in-lieu fees in place of on-site affordable units or varying requirements 2 Title 30, Zoning—Inland has seven zones that allow multi-unit residential: Residential Multi-Unit (R-M), Residential Multi-Unit and Hotel (R-MH), Office Restricted (O-R), Office Medical (O-M), Commercial Restricted (C-R), Commercial General (C-G), and Manufacturing Commercial (M-C). 3 General Plan policies including Land Use Element, LG8. Manufacturing Uses and Economic and Fiscal Health Element, EF15. Protect Industrial Zoned Areas.
4 Ownership units per SBMC Chapter 30.160, Inclusionary Housing. Rental units per SBMC Section

30.150.110, Inclusionary Requirements for Rental Housing Projects.

Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

based on geographic areas—such as the Central Business District or State Street— among many possible options. Any future changes to inclusionary housing requirements will be discussed with City Council for feedback to guide ordinance amendments both citywide and specifically for adaptive reuse projects. Additionally, the Housing Accountability Act (Government Code sec. 65589.5) may prevent the City from reinstating inclusionary housing requirements for adaptive reuse projects once they are waived. This being the case, staff does not propose changes to the inclusionary housing requirements for adaptive reuse projects at this time and instead recommends that inclusionary housing requirements for all projects, including adaptive reuse projects, be considered holistically once the study is available.

Ground Floor Nonresidential on State Street. Adaptive reuse projects on lots that front onto State Street from Montecito to Sola Streets (the area of the State Street Master Plan) are required to provide space for nonresidential use on the ground floor to activate the street.

Incentives. The four development incentives are:
 Remove density limitations,
 Remove open yard requirements for the new residential use(s),  Reduce parking requirements (no parking required beyond the existing quantity on site or what is required by ordinance, whichever is less), and  Allow residential units to use existing building setbacks.

Process. Eligible adaptive reuse projects can proceed to applying for a building permit without a discretionary land use decision due to the by-right incentives that codify commonly approved zoning modifications.5 Additionally, the Pre-Application and Concept Reviews required for larger Average Unit-Size Density Incentive Program projects are waived. Any changes to a building’s exterior that currently trigger design review—either with the Architectural Board of Review or Historic Landmarks Commission—would still trigger design review for adaptive reuse projects.

Any projects that are not eligible for the proposed adaptive reuse ordinance, including projects located in the Coastal Zone,6 could still propose a conversion to residential use through the City’s existing change in use process or through state legislation such as 5 Zoning modification decisions are made by the Staff Hearing Officer or Planning Commission at a noticed public hearing.
6 The adaptive reuse ordinance is proposed as an amendment to Title 30, Zoning—Inland. At present, Title 30 is not in effect in the Coastal Zone. Staff is not proposing to amend Title 28, Zoning—Coastal at this time, because Section 30222 of the Coastal Act and related Local Coastal Plan policies and regulations clearly prioritize visitor-serving facilities to enhance public opportunities for coastal recreation and access over private residential development.

Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

Assembly Bill 1490 (2023)7 or Assembly Bill 2263 (2017)8; however, change in use projects would not qualify for the development incentives provided by the adaptive reuse ordinance.9
Planning Commission Recommendation
On June 12, 2025, Planning Commission unanimously recommended that City Council adopt the proposed adaptive reuse ordinance. The motion included minor changes to the ordinance (as outlined below), a recommendation to report on adaptive reuse projects in the General Plan Annual Progress Report, and a recommendation to “accelerate consideration” to City Council about the separate work effort on inclusionary housing requirements. Planning Commission’s motion:
 Reduced the minimum building age from 10 years to five years (Section

30.185.045.B.2)
 Reduced the maximum average unit size for rental units from 1,200 square feet to 800 square feet (Section 30.185.045.G.1)
 Reduced the maximum average unit size for ownership units from 2,000 square feet to 1,200 square feet (Section 30.185.045.G.2)
Ordinance Committee Recommendation
On July 29, 2025, Ordinance Committee voted (2:1) to forward the proposed adaptive reuse ordinance to City Council for introduction and adoption. As the dissenting vote, Councilmember Jordan shared ordinance changes for Council’s consideration.  Maximum average unit sizes. Explore options for larger units, with a suggested idea to “tier” maximum average unit sizes for projects providing units with three or more bedrooms.
 Ground floor nonresidential requirement. Consider fewer blocks of State Street for this requirement, rather than matching the 11 blocks of State Street included in the State Street Master Plan area.
 Inclusionary housing. Reconsider this requirement in the downtown “core” with a “focus on economics.”
 Storm Water Management Program. Reconsider this requirement in the downtown “core” with a “focus on economics.”
7 Assembly Bill 1490: Affordable housing development projects: adaptive reuse (2023). This bill removes local development standards relating to maximum density and floor area ratios, as well as removing requirements for additional parking or open space, for “extremely affordable adaptive reuse projects” creating very low and low income units.
8 Assembly Bill 2263: Designated historic resource: conversion or adaption: required parking (2017). This bill reduces parking requirements for projects adaptively reusing a designated historic resource. 9 Change in use projects may use a modification to request relief from development standards.

Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

Maximum average unit sizes. Staff’s proposed ordinance to Planning Commission in June 2025 included maximum average unit sizes of 1,200 square feet for rental units and 2,000 square feet for ownership units. These sizes were informed by maximum average unit sizes in the Average Unit-Size Density Incentive Program, with additional flexibility to account for less efficient unit layouts when converting an existing building, and providing a larger average unit size for ownership units to accommodate minimum condominium requirements for laundry and storage space.10 In their motion recommending the ordinance, Planning Commission reduced the maximum average unit sizes to 800 square feet for rental units and 1,200 square feet for ownership units to fit more units in an adaptive reuse project. Although the ordinance forwarded by Ordinance Committee to Council for adoption includes the unit sizes recommended by Planning Commission, staff supports larger maximum average unit sizes for both rental and ownership adaptive reuse projects to provide maximum flexibility and to support households of two to four persons.11 If Council decides to change the maximum average unit size in the adaptive reuse ordinance, staff recommends the following motion language: “Revise maximum average unit sizes to 1,200 square feet for rental units and 2,000 square feet for ownership units.” Ground floor nonresidential requirement. The requirement for ground floor nonresidential use fronting on State Street includes the same 11 blocks within the State Street Master Plan area. Staff aligned this requirement with the master planning effort’s geographic area. At this time, staff does not suggest changing the geographic area of this requirement and instead recommends that any future change to the geographic focus of the State Street Master Plan area be addressed through an amendment to the adaptive reuse ordinance.

Inclusionary housing. As discussed above, staff recommends evaluating the City’s inclusionary housing requirements later this year, as a separate citywide work effort to implement the Housing Element. At that time, the adaptive reuse ordinance could be amended to reflect policy direction stemming from that process.

Storm Water Management Program (SWMP). Staff recommends this topic not be considered as part of the adaptive reuse ordinance because it applies to all development projects in the City. Moreover, in response to Planning Commission’s interest, staff researched SWMP requirements from recent change in use projects converting nonresidential buildings to housing and found that two-thirds were exempt from SWMP while the remaining one-third triggered only Tier 1 or Tier 2 requirements. SWMP has four tiers ranging from Tier 1 to Tier 4, with increasing requirements correlating to a project’s size. As such, staff anticipates adaptive reuse projects would similarly be exempt from SWMP or require Tier 1 or Tier 2 requirements. The Storm Water Best Management 10 Section 27.13.060, Physical Standards for Condominiums, requires provision of 300 cubic feet of storage space, and laundry facilities.
11 Per the 2023-2031 Housing Element, nearly 60 percent of the city’s households are comprised of two to four persons.

Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

Practices (BMP) Guidance Manual was updated in 2020 to make the program more flexible, equitable, and effective, as well as easier to understand, while also ensuring the City meets the Clean Water Act mandates. At this time, Creeks staff have no plans to revise the SWMP requirements. Preliminary research into potential alternate compliance options for storm water management in the State Street Master Plan has been initiated.

This effort was briefly touched upon during the January 28, 2025, City Council meeting during the State Street Action Plan discussion item; therefore, staff does not suggest changing these regulations solely for adaptive reuse projects.

General Plan Consistency
All zoning ordinance amendments must be found consistent with the General Plan (SBMC Section 30.235.100). Staff has determined that the adaptive reuse ordinance is consistent with General Plan policies and programs that encourage adaptive reuse, a mix of land uses, sustainable neighborhood planning, and infill housing. See Attachment 2 for the consistency analysis and full text of General Plan goals and policies that support the adaptive reuse ordinance.

BUDGET/FINANCIAL IMPACT:

This action does not have a budget/financial impact on the City.

SUSTAINABILITY IMPACT:

Adaptive reuse is considered sustainable development because it extends the life of existing buildings and reduces construction waste and carbon emissions produced in the manufacturing of new materials.

ENVIRONMENTAL REVIEW:

Staff has determined this action qualifies for an exemption from further environmental review under Section 15061(b)(3) [General Rule] of the California Environmental Quality Act (CEQA) Guidelines because it can be seen with certainty that the ordinance will not have a significant effect on the environment. The proposed adaptive reuse ordinance establishes a regulatory framework for converting existing structures to residential or mixed-use development and does not directly approve or authorize any specific construction, nor does it grant entitlements or directly result in any physical changes to the environment. Staff evaluated the ordinance in terms of land use, unit quantities, additions to the building envelope, and potentially contaminated soils.  Change in Use: Adaptive reuse projects are simply a subset of change in use projects that are allowed under the current zoning ordinance. Existing structures are already allowed to convert from a nonresidential use to residential units, consistent with General Plan land use designations. The ordinance does not Council Agenda Report
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025

change allowed uses in a zone and, therefore, does not result in new impacts compared to the existing regulatory setting.
 Residential Unit Quantities: In adaptive reuse projects, the number of new residential units is limited by the size of the existing building envelope and building code standards, rather than by density limitations. These units replace existing nonresidential uses, potentially resulting in lower environmental impacts compared to existing conditions. The number of units facilitated by the adaptive reuse ordinance is not anticipated to exceed any established regional growth forecasts or the Regional Housing Needs Allocation; therefore, the proposed ordinance would not have any growth-inducing impacts.
 Existing Building Envelope: Any project altering the façade or adding floor area outside the existing building envelope requires discretionary design review under the current zoning ordinance, which would be subject to site-specific environmental review. This requirement remains unchanged for adaptive reuse projects; therefore, the ordinance would not approve physical changes that would result in environmental impacts without site-specific environmental review.  Environmental Review: Adaptive reuse projects requiring a discretionary entitlement will continue to be subject to environmental review. For projects that do not trigger discretionary review, environmental requirements remain the same as for other allowed change in use projects, with one exception: if an adaptive reuse project involves foundation work or soil disturbance in areas where contaminated fill may be present, the appropriate agency must determine that the site is suitable for residential occupancy. This new requirement would increase safety from hazardous sites for adaptive reuse projects. As written, the proposed ordinance provides an added environmental safeguard related to public health protection, further reducing the possibility of adverse environmental effects.

ATTACHMENTS: 1. Map of Title 30 Zones that Allow Multi-Unit Residential Use

2. General Plan Policies and Consistency Analysis
PREPARED BY: Dana Falk, Project Planner
SUBMITTED BY: Allison DeBusk, Interim Community Development Director APPROVED BY: Kelly McAdoo, City Administrator

MONTECITO

DE LA VINA

CABRILLO
CLIFF

CASTILLO

GUTIERREZ
HALEY

CARRILLO

ANACAPA

LAS POSITAS
MILPAS

YANONALI

CHAPALA

MISSION

FOOTHILL

STATE ST
HWY 101
HWY 101
HWY 101
1 Mile
Eligible
Mixed-Use
(O-R, O-M, C-R, C-G, M-C)
Eligible
Multi-Unit Residential Use
(R-M, R-MH)
Not Eligible
No Multi-Unit Residential Use
(RS, R-2, M-I, P-R, Specific Plans)
Not in Effect Coastal Zone, Title 28
Proposed Adaptive Reuse Ordinance
\\ch.sbcity.com\Departments\Community Development\Group Folders\GIS\Adaptive Reuse\Adaptive Reuse.aprx City of Santa Barbara IT/Planning Division - 6/11/2025

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ATTACHMENT 1
ATTACHMENT 2
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025
1 GENERAL PLAN POLICIES AND CONSISTENCY ANALYSIS
Staff has determined that the Adaptive Reuse Ordinance is consistent with General Plan policies and programs that encourage adaptive reuse, a mix of land uses, sustainable neighborhood planning, and infill housing.

Consistency Analysis General Plan Policies
The adaptive reuse ordinance is
consistent with General Plan policies
supporting adaptive reuse. The ordinance
creates development incentives to
facilitate adaptive reuse projects that
convert existing nonresidential buildings
to housing.

Housing Element, Policy 1.3
Adaptive Reuse
Economic and Fiscal Health Element,
EF12.

Re-Use of Commercial Space
Historic Resources Element, HR4.

Adaptive Reuse
The adaptive reuse ordinance is
consistent with General Plan policies
supporting infill housing, efficient
development, and sustainable
neighborhoods. The ordinance intends to
revitalize and reuse existing buildings in
zones that allow multi-unit residential
uses to focus adaptive reuse projects in
areas near jobs, commercial services,
and transit.

Land Use Element, LG4.

Principles for Development
Land Use Element, LG15.

Sustainable Neighborhood Planning
Housing Element, Policy 1.1
Sustainable and Livable Neighborhoods
Housing Element, Policy 1.2
Infill Housing
Housing Element, Policy 1.7
Prioritize Housing and Community Benefit
Circulation Element, 8.5
Downtown Housing
Circulation Element, 13.2
Compact Development
The adaptive reuse ordinance is
consistent with General Plan policies to
protect industrial use. The ordinance
excludes industrial uses thereby
protecting those uses by not allowing
their conversion in projects using the
ordinance.

Land Use Element, LG8.

Manufacturing Uses
Economic and Fiscal Health Element,
EF15.

Protect Industrial Zoned Areas
ATTACHMENT 2
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025
2 Consistency Analysis General Plan Policies
The adaptive reuse ordinance is
consistent with General Plan policies
supporting active transportation. The
ordinance reduces parking requirements
while maintaining all bicycle and
pedestrian requirements to promote
active transportation modes and goals.

Land Use Element, LG4.

Principle for Development
Land Use Element, LG15.

Sustainable Neighborhood Planning
Housing Element, Policy 1.1
Sustainable and Livable Neighborhoods
Circulation Element, 7.7
Bicycle Parking and Other Needs
The adaptive reuse ordinance is
consistent with General Plan policies for
more flexible and fewer regulations that
may impede housing development. The
ordinance provides development
incentives directly correlated to residential
uses to reduce constraints and allows for
more flexibility in other standards.

Housing Element, Policy 1.6
Reduce Constraints
Housing Element, Policy 1.8
Flexible Standards
The adaptive reuse ordinance is
consistent with General Plan policy to
minimize demolition. The reuse of existing
buildings reduces demolition and
upcycles existing buildings.

Historic Resources Element, HR3.

Discourage Demolition
ATTACHMENT 2
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025
3 Land Use Element
Goals
Design: Protect and enhance the community’s character with appropriately sized and scaled buildings, a walkable town, usable and well-located open space, and abundant, sustainable landscaping.

Historic Preservation: Protect, preserve and enhance the City’s historic resources.

Policies
LG4. Principles for Development. Establish the following Principles for Development to focus growth, encourage a mix of land uses, strengthen mobility options and promote healthy active living.
o Focus Growth. Encourage workforce and affordable housing within a quarter mile of frequent transit service and commercial services through smaller units and increased density, transit resources, parking demand standards, targeted infrastructure improvements, and increased public areas and open space. Incorporate areas as a result of an employee survey. o Mix of Land Uses. Encourage a mix of land uses, particularly in the Downtown to maintain its strength as a viable commercial center, to include retail, office, restaurant, residential, institutional, financial and cultural arts, encourage easy access to basic needs such as groceries, drug stores, community services, recreation, and public space.
o Mobility and Active Living. Link mixed-use development with main transit lines; promote active living by encouraging compact, vibrant, walkable places; encourage the use of bicycles; and reduce the need for residential parking.

LG8. Manufacturing Uses. Preserve and encourage the long-term integrity of light manufacturing uses.
o LG8.2 Limit Residential
Better define residential uses in the C-M Zone to both encourage priority housing and to protect existing manufacturing and industrial uses.

LG15. Sustainable Neighborhood Planning. Neighborhoods shall be encouraged to preserve and enhance the sense of place, provide opportunities for healthy living and accessibility, while reducing the community’s carbon footprint. 2023-2031 Housing Element
Goals
Create New Housing: Create new healthy, safe, and energy-efficient housing that meets community needs, within our resources.

ATTACHMENT 2
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025
4 Promote Housing Stability: Implement tenant protection measures, promote full time occupancy of existing housing, and discourage conversion of housing to other uses.

Policies
Policy 1.1 Sustainable and Livable Neighborhoods. Ensure that new housing programs, housing developments, and related infrastructure improvements include community-led strategies that encourage community revitalization in areas of lower opportunity to meet the needs of lower-income residents and are consistent with the City’s sustainability initiatives for energy efficiency and active transportation goals.

Policy 1.2: Infill Housing. Encourage development of housing on infill sites near transit and jobs, particularly redevelopment of sites suitable for housing, while continuing to limit residential density in High Fire Hazard Areas.

Policy 1.3 Adaptive Reuse. Provide incentives and promote flexibility for adaptive reuse projects that convert existing structures to multi-unit housing in order to reduce construction waste and extend the life of existing buildings.

Policy 1.4 Reduce Constraints. Reduce and, where feasible and practical, remove unnecessary City-imposed constraints that impede housing development.

Policy 1.7 Prioritize Housing and Community Benefit. Prioritize residential development and nonresidential priority projects with broad community benefit on sites zoned for both residential and other uses.

Policy 1.8 Flexible Standards. Increase flexibility in multi-unit housing densities and other standards to allow a variety of unit sizes and affordability levels.

Programs
HE-1: Facilitate Conversion of Nonresidential Buildings to Housing The City has older commercial, office, and industrial buildings and larger single-unit residential buildings that are appropriate for conversion (i.e., adaptive reuse) to multi-unit or mixed-use residential. There are also historic buildings that could be converted to residential use or expanded to accommodate multiple residential units consistent with the Secretary of Interior’s Standards for Rehabilitation. The City will draft an Adaptive Reuse Ordinance for adoption, proposed to initially apply to existing buildings within the Central Business District (CBD), where there is sufficient transit and services, and existing buildings designated as a historic resource, where residential use is allowed.

The City shall prepare outreach materials, and online forms and applications to encourage adaptive reuse to property owners and interested developers.

ATTACHMENT 2
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025
5 Funding Source: General Fund (staff)
Responsibility: Planning Division
Time Frame: Start Date Q2 2024. End Date Q4 2025.

Corresponding Goal/Policy: Goal 1; Policies 1.1, 1.2, 1.3, 1.4, 1.7, and 1.8 Economic and Fiscal Health Element
Goals
Interconnected Regional Economy: Recognize that commerce is intertwined with transportation, natural resources and housing, and together are key elements of a healthy economy that is regional in scope.

Minimize Impacts and Costs: Internalize impacts to the environment of new development and redevelopment, and avoid costs to the community.

Policies
EF12. Re-Use of Commercial Space. Provide incentives for adaptive re-use of vacant commercial buildings.

EF15. Protect Industrial Zoned Areas. Preserve the industrial zones as a resource for the service trades, product development companies, and other industrial businesses not precluding priority housing in the C-M, Commercial Manufacturing Zone.

Historic Resources Element
Goals
Protection and Enhancement of Historical Resources: Continue to identify, designate, protect, preserve and enhance the City’s historical, architectural, and archaeological resources. Ensure Santa Barbara’s “sense of place” by preserving and protecting evidence of its historical past, which includes but is not limited to historic buildings, structures, and cultural landscapes such as sites, features, streetscapes, neighborhoods, and landscapes.

Policies
HR3. Discourage Demolition. Develop effective measures to discourage and curtail the demolition of historic resources.

HR4. Adaptive Reuse. Encourage the adaption of historic buildings or structures for uses other than the original intended use when the original use is no longer viable. o HR4.1 Provide Incentives
ATTACHMENT 2
Municipal Code Amendments to Incentivize Adaptive Reuse Projects [Ordinance Introduction]
September 9, 2025
6 Provide incentives for the adaptive reuse of historic buildings. Support zoning modification approvals for parking and setbacks to allow more change of uses for historic properties and allow more flexible building code compliance alternatives. For example, employ the California State Historic Building Code to allow more flexibility in code compliance.

Circulation Element
Policies

7.7 Bicycle Parking and Other Needs. Require all multi-family and commercial projects to be designed to meet the needs of bicyclists (e.g., secure parking, storage, lockers, showers, etc.)

8.5 Downtown Housing. The City shall promote/facilitate the development of housing to decrease the need for parking through an increased walking/biking population that lives, works, and shops Downtown (See Chapter 13).

13.2 Compact Development. Without increasing the City wide development potential as provided for in the existing Zoning Ordinance and General Plan, the City shall allow more compact, pedestrian oriented development along major transit corridors (see Traffic Standards Chapter, Implementation Strategy 11.1.1).
o 13.2.2 Consider amending the Zoning Ordinance to:
 Allow increased residential densities and more compact, pedestrian oriented, non-residential along streets identified as major transit corridors, and
 Reduce parking requirements for properties near major transit corridors if it can be demonstrated that a negative impact will not occur. In conjunction with this reduction, the City shall evaluate and aggressively monitor the results to ensure continued use of alternative means of travel and to justify reduced parking demands.

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1 ORDINANCE NO.____

AN ORDINANCE OF THE COUNCIL OF THE CITY OF

SANTA BARBARA AMENDING THE SANTA BARBARA
MUNICIPAL CODE BY ADDING SECTION 30.185.045

PERTAINING TO REGULATIONS FOR ADAPTIVE REUSE

PROJECTS

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

SECTION 1. Chapter 30.185 of Title 30 of the Santa Barbara Municipal Code is amended by adding Section 30.185.045 which reads as follows:

30.185.045 Adaptive Reuse Projects.

Adaptive reuse projects shall be located, developed, and operated in compliance with the following standards:

A. Purpose. The purpose of this section is to encourage and facilitate the conversion of existing nonresidential buildings into new residential uses.

B. Definitions. The following words or phrases as used in this Section shall have the following meanings:

1. Adaptive Reuse Project. A change of use of all or any portion of an existing building envelope from nonresidential use to one or more new residential units.

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2 2. Existing Building Envelope. The building volume within the fully enclosed exterior walls, foundations, roof, windows, and doors of a building that existed with a final inspection/certificate of occupancy issued at least 5 years prior to the date of application submittal for an adaptive reuse project.

C. Where Allowed. Adaptive reuse projects are allowed in all zones that allow multiunit residential use, subject to the development standards in this section.

D. Conversion Types. Adaptive reuse projects may only convert:

1. Nonresidential land uses to a residential use.

2. Nonresidential land uses to either mixed use or live-work, consistent with the land uses allowed by the zone.

3. The following uses are prohibited in an adaptive reuse project:
a. New Hotel or Similar Use
b. New or Conversion of Industrial Uses

4. Notwithstanding any of the foregoing, any existing floor area may convert to an adaptive reuse project if allowed by State law; however, adaptive reuse projects utilizing State regulations are not eligible for the incentives in this section unless they meet all the requirements of this section.

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3 E. Existing Buildings. An adaptive reuse project shall be located within the existing building envelope, with no additions proposed outside the building volume, except as follows:

1. Maximum 600 square feet or 10% of the existing building floor area, whichever is greater, of additional floor area is allowed outside the existing building envelope to provide residential amenities that serve all units on-site (such as a laundry room, bicycle storage room, or recreation room).

2. Additions necessary for egress, circulation, accessibility, or other improvements to comply with the Building Code, are allowed outside the existing building envelope, up to the minimum size required by the Building Code.

3. Residential additions may be constructed within the existing building envelope, such as mezzanines and lofts.

F. Demolition. An adaptive reuse project shall not demolish or substantially redevelop the existing building as defined in Section 30.140.200, Substantial Redevelopment.

G. Average Unit Size. All the residential units in an adaptive reuse project must meet the standards in Section 30.140.150, Residential Unit, and shall not exceed the following average unit size:

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4 1. Rental Units: 800 square feet

2. Ownership Units: 1,200 square feet
Exception: The Community Development Director may approve larger unit sizes with a determination that the unit sizes are necessary to accommodate the existing building size or shape; the location of building elements such as vertical circulation, exterior windows, access doors; or to facilitate the legalization of preexisting unauthorized residential units.

H. Required Ground Floor Nonresidential Space on State Street. For adaptive reuse projects located on State Street, from Montecito Street to Sola Street, nonresidential uses (excluding parking, storage or other non-occupiable space) are required on the ground floor for the full width of the ground floor fronting onto State Street.

The required nonresidential space must be a minimum of 35 feet deep, measured perpendicular to the façade of the building, and may include common residential entries or lobbies but no portion of a residential unit.

I. Development Incentives. Adaptive reuse projects are entitled to the following incentives:

1. Density. The addition of residential units shall not be counted toward the maximum residential density limits applicable for the lot.

2. Open Yard. Any minimum open yard areas required for residential uses shall not apply.

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5 3. Setbacks. Existing building setbacks shall remain, and any setback requirements related to the conversion of existing buildings to residential use shall not apply. Additions to the existing building envelope to accommodate new floor area as specified in Subsection E, may continue nonconforming setbacks.

4. Parking. An adaptive reuse project is not required to provide additional automobile parking spaces, if all the following conditions are met:
a. Bicycle parking in accordance with Chapter 30.175, Parking Regulations, is provided.
b. Parking spaces shall be maintained, or may be reduced or increased, in accordance with the requirements of Chapter 30.175, Parking Regulations; except that when calculating the minimum number of parking spaces for residential units, the required number shall not exceed one space per unit.
c. Any requirement to provide electric vehicle supply equipment or parking spaces that are accessible to persons with disabilities is met.

J. Review Process.

1. Building Permits. Adaptive reuse projects must comply with applicable state and local building codes and require approval of a building permit. Alternative building standards shall be considered pursuant to the California Existing Building Code and the California Historic Building Code, as applicable.

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6 2. Discretionary Review. Adaptive reuse projects shall be exempt from all City discretionary review with the following exceptions:
a. If the project is in the coastal zone, an application for a Coastal Development Permit shall be submitted as required by Chapter 30.210, Coastal Permits.
b. If the project includes a subdivision, an application shall be submitted as required by Title 27, Subdivisions. The incentives identified in Subsection

30.185.045.I, Development Incentives, shall apply to condominium development, notwithstanding Section 27.13.060, Physical Standards for Condominiums.
c. If the project includes allowed additions, or exterior alterations, it will be processed according to the discretionary review procedures (e.g., design review, development plan) applicable to multi-unit residential or mixed-use development in the same zone except as follows:
i. Adaptive reuse projects are exempt from any mandatory preapplication or concept review. ii. Minor design alterations, as specified in the applicable Design Guidelines, may be approved as a ministerial action by the Community Development Director without review by the Design Review body.

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7 3. Inclusionary Housing. An adaptive reuse project shall include inclusionary housing consistent with Chapter 30.160, Inclusionary Housing, or Section

30.150.110, Inclusionary Requirements for Rental Housing Projects, as applicable.

4. Historic Resources. Adaptive reuse projects for Designated Historic Resources must comply with Chapter 30.157, Historic Resources.

5. Contaminated Fill. If an adaptive reuse project is proposed in the “Area of Potential Contaminated Fill,” as identified on a map on file with the Community Development Department – Planning Division, and there is ground disturbance or foundation repair proposed as part of the project, it shall not be approved unless the applicable agency makes a determination pursuant to subdivision (c) of Section 25296.10 of the Health and Safety Code, that the site is suitable for residential use.

SECTION 2. Severability.

If any provision of this Ordinance or the application thereof to any persons or circumstances is held invalid, such invalidity shall not affect other provisions or applications of this Ordinance which can be given effect without the invalid provision or application and, to this end, the provisions of this Ordinance are hereby declared to be severable.

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8 SECTION 3. California Environmental Quality Act.

This action is exempt from further environmental review pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15061(b)(3) [General Rule]. The proposed adaptive reuse ordinance establishes a regulatory framework that facilitates the conversion of existing structures to residential or mixed use development and does not directly approve or authorize any specific construction nor does it grant entitlements or directly result in any physical changes to the environment.