A G E N D A
Meeting of the
Scotts Valley City Council
In-Person and Remote Access
Date: March 1, 2023
Time: 6:00 PM
CONTACT
INFORMATION
MEETING LOCATION POSTING
City of Scotts Valley
1 Civic Center Drive
Scotts Valley, CA
95066
(831) 440-5600
City Council Chambers
1 Civic Center Drive
Scotts Valley, CA 95066
OR
Zoom Video Conference
https://us02web.zoom.us/j/86036536945
The agenda was posted
on 2-24-2023 at City
Hall, SV Senior Center,
SV Public Works and on
the Internet at
www.scottsvalley.org.
ELECTED OFFICIALS CITY STAFF MEMBERS
Jack Dilles, Mayor
Randy Johnson, Vice Mayor
Donna Lind, Council Member
Derek Timm, Council Member
Allan Timms, Council Member
Mali LaGoe, City Manager
Kirsten Powell, City Attorney
Stephanie Hill, Administrative Services Director
Cathie Simonovich, City Clerk
Lauren Lambert, Deputy City Clerk
Chris Lamm, Public Works Director
Taylor Bateman, Community Development Director
Jonathan Kwan, Contract Planner
MEETING NOTICE AND AGENDA PACKET MATERIALS
Notice regarding City Council Meetings:
The City Council meets regularly on the 1st and 3rd Wednesday of each month at 6:00 PM in the City Hall Council Chambers located at 1 Civic Center Drive, Scotts Valley, CA 95066, and via Zoom Webinar remote access.
Agenda and Agenda Packet Materials:
The City Council agenda and the complete agenda packet are available for review by 5:00 PM the Friday before the Wednesday meeting on the Internet at the City’s website:
www.scottsvalley.org and in the lobby of City Hall at 1 Civic Center Drive, Scotts Valley, CA.
Pursuant to Government Code §54957.5, materials related to an agenda item, submitted after distribution of the agenda packet, are available for public inspection in the lobby of City Hall during normal business hours, Monday-Friday, 8am-12 pm and 1-5 pm. In accordance with AB 1344, such documents will be posted on the City’s website at www.scottsvalley.org.
Public Participation:
The meeting will be available on Zoom and livestreamed to the City of Scotts Valley’s YouTube channel: City of Scotts Valley, California - YouTube City Council Meeting Agenda Page 2
Date: March 1, 2023
For those wishing to participate via Zoom you can join the following ways:
Zoom Webinar meeting link: https://us02web.zoom.us/j/86036536945 Or dial one of these numbers: (669) 900-9128 or (669) 444-9171 Webinar ID: 860 3653 6945
Whether attendance is in-person or remote, you will be given opportunities to provide public comment at the appropriate times throughout the meeting. The time limit is up to 3 minutes for an individual, or 5 minutes for someone who is representing a group of three or more, at the discretion of the Mayor. Please note that this is not a question-and-answer time, but simply a time to provide comments to the Council. At the appropriate times during the meeting for public comment, on items not on the agenda, and on specific agenda items, the Mayor will announce that public comment will be accepted.
How to comment via in-person attendance:
Please proceed to the public comment podium when the Mayor opens the item for public comment.
How to comment via Zoom Webinar:
Use the webinar attendee option to “raise hand” when the Mayor opens the item for public comment. The Clerk will unmute you when it is your turn. If you have joined via Zoom phone call, dial *9 or your phone to “raise your hand”, and the Clerk will unmute you when it is your turn.
CALL TO ORDER 6:00 PM
PLEDGE OF ALLEGIANCE and MOMENT OF SILENCE
ROLL CALL
SPECIAL SET MATTER
Central Coast Community Energy annual member agency presentation.
COMMITTEE REPORTS
Council members are appointed to committees which are either City committees or committees dealing with other jurisdictions. This portion of the agenda allows the committee member to present oral or written reports to the Council regarding their committee assignments. It also allows the Council to make comments and give the committee member direction, as required.
CITY MANAGER REPORT
PUBLIC COMMENT TIME
This is the opportunity for individuals to make and/or submit written or oral comments to the Council on any items within the purview of the Council, which are NOT part of the Agenda.
No action on the item may be taken, but the Council may request the matter be placed on a future agenda.
ALTERATIONS TO CONSENT AGENDA
Council can remove or add items to the Consent Agenda.
City Council Meeting Agenda Page 3
Date: March 1, 2023
CONSENT AGENDA
The Consent Agenda is comprised of items which are intended to be non-controversial and are approved without discussion. Persons wishing to speak on any item may request the item be moved to the Regular Agenda by raising their hand to be recognized by the Mayor. An item will only be moved from the Consent Agenda to the Regular Agenda if a City Council Member requests it to be moved and a majority of the Council agrees.
A. Approve meeting minutes of 02-15-2023
B. Approve check registers dated 02-16-2023 and 02-23-2023 C. Approve letter opposing Initiative No. 21-0042A1, The Taxpayer Protection and Government Accountability Act
ALTERATIONS TO REGULAR AGENDA
Council can remove or add items to the Regular Agenda.
REGULAR AGENDA
Persons wishing to speak on any item may do so by raising their hand to be recognized by the Mayor.
1. Receive Fiscal Year 2022-2023 Mid-Year Financial Report, including Proposed Budget Amendments and Preparation of the Fiscal Year 2023-2024 Annual Budget
2. Wastewater Treatment Plant -SCADA/PLC and Computer System Upgrades
3. Consider approval of the Housing Element Annual Progress Report and authorize the submittal of the Annual Progress Report to the Department of Housing and Community Development
4. Future Council agenda items
(This portion of the Regular Agenda allows the Council to determine items to be placed on a future agenda and to choose a date, if so desired.)
ADJOURNMENT
ADA NOTICE
The City of Scotts Valley does not discriminate against persons with disabilities. The City Council Chambers is an accessible facility. If you wish to attend a City Council meeting and require assistance such as sign language, a translator, or other special assistance or devices in order to attend and participate at the meeting, please call the City Clerk's office at (831) 440- 5600 five to seven days in advance of the meeting to make arrangements for assistance. If you require the agenda of a City Council meeting be available in an alternative format consistent with a specific disability, please call the City Clerk’s Office. The California State Relay Service (TTY/VCO/HCO to Voice: English 1-800-735-2929, Spanish 1-800-855-3000; or, Voice to TTY/VCO/HCO: English 1-800-735-2922, Spanish 1-800-855-3000), provides Telecommunications Devices for the Deaf and Disabled and will provide a link between the TDD caller and users of telephone equipment.
City Council Meeting Agenda Page 4
Date: March 1, 2023
PROCEDURAL INFORMATION FOR THE PUBLIC
THE FOLLOWING IS THE PROCEDURE COUNCIL SHOULD TAKE IN
APPROVAL OF A RESOLUTION:
1. Move the Resolution number for approval.
2. Second the motion.
3. Vote by body, a roll call vote is not required.
THE FOLLOWING IS THE PROCEDURE COUNCIL SHOULD TAKE IN
INTRODUCTION/ADOPTION OF AN ORDINANCE:
1. Move the Ordinance number for introduction (or adoption).
2. Move the Ordinance be introduced by title only and waive the reading of the text.
3. Read the Ordinance title.
4. Second the motion.
5. Vote by body, a roll call vote is not required.
THE FOLLOWING IS THE PROCEDURE COUNCIL SHOULD TAKE IN
PUBLIC COMMENT/PUBLIC HEARINGS:
Unless otherwise determined by the presiding officer of the meeting:
1. Three minutes allowed per individual to speak.
2. Five minutes allowed per individual representing a group of three or more. ❖❖❖❖❖❖❖❖
The City of Scotts Valley does not discriminate against persons with disabilities. The City Council Chambers is an accessible facility. If you wish to attend a City Council meeting and require assistance such as sign language, a translator, or other special assistance or devices in order to attend and participate at the meeting, please call the City Clerk's office at (831) 440-5602 five to seven days in advance of the meeting to make arrangements for assistance. If you require the agenda of a City Council meeting be available in an alternative format consistent with a specific disability, please call the City Clerk’s Office. The California State Relay Service (TTY/VCO/HCO to Voice: English 1-800-735-2929, Spanish 1-800-855-3000; Voice to TTY/VCO/HCO: English 1- 800-735-2922, Spanish 1-800-855-3000; or, from or to Speech-to-Speech, English & Spanish 1- 800-854-7787), provides Telecommunications Devices for the Deaf and Disabled and will provide a link between the TDD caller and users of telephone equipment.
M I N U T E S
Meeting of the
Scotts Valley City Council
In-Person and Remote Access
Date: February 15, 2023
Time: 6:00 PM
CONTACT INFORMATION MEETING LOCATION POSTING
City of Scotts Valley
1 Civic Center Drive
Scotts Valley, CA 95066
(831) 440-5600
City Council Chambers
1 Civic Center Drive
Scotts Valley, CA 95066
and
Zoom Video Conference
The agenda was posted
at City Hall, the SV Public Works
Building, the SV Senior Center
and on the Internet at
www.scottsvalley.org
CALL TO ORDER 6:00 PM
The City Council meeting was called to order at 6:00 PM.
PLEDGE OF ALLEGIANCE and MOMENT OF SILENCE
ROLL CALL
ELECTED OFFICIALS PRESENT:
Jack Dilles, Mayor
Randy Johnson, Vice Mayor
Donna Lind, Council Member
Derek Timm, Council Member
Allan Timms, Council Member
CITY STAFF MEMBERS PRESENT:
Mali LaGoe, City Manager
Kirsten Powell, City Attorney
Cathie Simonovich, City Clerk
Lauren Lambert, Deputy City Clerk
Chris Lamm, Public Works Director
Ali Robinson, Recreation Division Manager
SPECIAL SET MATTER(S)
Mayor Dilles presented the Mayor’s Proclamation celebrating the week of March 6th – March 12, 2023 as Alfred Hitchcock Week in Scotts Valley to the Scotts Valley Community Theater Guild. Accepting the proclamation from the Theater Guild and the Exchange Club of Scotts Valley were David Hodgins, Victor Alejandro, and Trish Melahan.
COMMITTEE REPORTS
CM Timm attended an Association of Monterey Bay Area Governments (AMBAG) meeting, and they are now meeting in-person at the Monterey Center at Harris Ranch every second Wednesday of the month. They had a presentation of their audited Agenda Item A
Date: 03-01-2023
001
City Council Meeting Minutes Page 2
Date: February 15, 2023
financials. They also discussed the Regional Early Action Planning (REAP) grant process.
CM Timm attended the Chamber Economic Recovery Committee meeting. Executive Director Danny Reber sent his thanks to the City Council and the City Staff for their hard work on the business recovery grants.
CM Johnson, along with Council Member Timm, attended a Town Center Subcommittee meeting and noted that the progress is positive.
CM Timms attended a meeting of the Area Agency on Aging Advisory Council where they discussed the future of the Live Oak Senior Center. The Live Oak School District, who owns to property, is planning to remove the building and develop housing for teachers on the land. They also discussed the Master Plan on Aging and the two needs assessments (one from the County and one from the Advisory Council) that are coming up. The Advisory Council is researching whether or not they can continue with virtual meetings.
CM Lind attended a Santa Cruz Metropolitan Transit District (METRO) budget meeting where they discussed options to handle the unfunded pension liability. METRO has received a grant and has also picked up some articulated buses from Southern California, which will assist with the rider volume at UCSC. METRO is still struggling with recruitment and have been getting creative with their recruitment efforts.
CM Lind attended a Criminal Justice Council board meeting where she was voted Chair of the Board. They are working on the behavioral health program, and the current study will be on behavioral health as it relates to the courts, jails and probation.
Mayor Dilles represented the City in an interview with KSBW regarding a $1.6 million grant received by the Scotts Valley Water District. He complimented the Water District on applying for and receiving the grant - it will be used for a groundwater project.
CITY MANAGER REPORT
New Administrative Service Director: Please welcome Stephanie Hill as the new Administrative Services Director. Stephanie comes to the City of Scotts Valley with a great background of experience, both at the County of Santa Clara in the Auditor/Controller Office, and the San Lorenzo Water District as the Business Manager.
Stephanie will present the mid-year budget update at the next City Council meeting.
FY 2023-2024/OpenGov: The templates for the next fiscal year budget are almost complete in OpenGov so the City is gearing up for budget season. Staff will present a budget development calendar at the next City Council meeting.
Presidents Day: Monday, February 20th is Presidents Day and City offices will be closed.
002
City Council Meeting Minutes Page 3
Date: February 15, 2023
Green Hills Road: The City has secured a contractor to complete the work necessary to get at least one lane open on Green Hills Road. The contractor is scheduled to begin work on Tuesday, February 21st, and the work should take approximately one week.
After that, work will continue on securing a long-term solution for stabilizing the hillside and safely reopening both lanes.
Federal Emergency Management Agency (FEMA) Request: The Public Works Department submitted a FEMA public assistance request related to the damage on Green Hills Road. A lot of work is happening to repair the road, and to determine how the City will pay for the repairs.
Lockwood Lane Striping: Contractors will be working on the Lockwood Lane striping project beginning next week, as well as striping various crosswalks throughout the town.
In accordance with the recommendations from the Active Transportation Plan, high visibility paint will be used for the crosswalks.
PUBLIC COMMENT TIME
Cassandra Flores from the United Way spoke regarding the 211 annual report.
February 11th was 211 Day. The 211 program is used to direct people to various resources, such as free rides, medical resources, mental health resources, housing, rent assistance, etc. Residents in the County of Santa Cruz can access 211 via phone or by text. She concluded by thanking the Council for attending the Comcast Community event.
CM Lind reported that there is still time to get tickets for the Fallen Officers Ball on February 25th from 5:30 PM to 11:00 PM at the Cocoanut Grove in Santa Cruz. The final day to get tickets is Friday, February 17th. This event supports all local first responders, and tickets can be purchased at scfof.org.
APPROVAL OF THE CONSENT AGENA WITH NO ALTERATIONS
M/S: Timm/Timms
To approve the Consent Agenda.
Carried 5/0 (AYES: Dilles, Johnson, Lind, Timm, Timms)
CONSENT AGENDA
A. Approve meeting minutes of 01-30-2023/01-31-2023 and 02-01-2023 B. Approve check registers dated 01-30-2023, 02-02-2023, and 02-09-2023
ALTERATIONS TO REGULAR AGENDA
M/S: Lind/Timm
003
City Council Meeting Minutes Page 4
Date: February 15, 2023
To approve the Regular Agenda and move it after the Public Hearing Carried 5/0 (AYES: Dilles, Johnson, Lind, Timm, Timms)
PUBLIC HEARING
1. Public Hearing for CDBG Contract 20-CDBG-SV2-3-00291 Mayor Dilles opened the public hearing at 6:31 PM.
Lori Adams from the Adams Ashby Group shared a brief presentation which included the background of this funding which was received from the Department of Housing and Community Development for economic development activity grants. The City of Scotts Valley allocated $285,000 to nine different businesses.
There were no comments or input from the public.
Mayor Dilles closed the public hearing at 6:39 PM.
The Council asked clarifying questions and thanked Ms. Adams and the City Staff for their work on administering this grant.
M/S: Johnson/Timm
To direct staff to submit the required close-out documents per the requirements.
Carried 5/0 (AYES: Dilles, Johnson, Lind, Timm, Timms)
REGULAR AGENDA
1. Fiscal Year 2023-2024 Strategic Goals and Mission, Vision, Values statements City Manager LaGoe gave a presentation and responded to questions from Council.
Council thanked City Manager LaGoe and the City Staff for the thorough process of developing the Mission, Vision, and Values statements and for strategic goals update.
M/S: Johnson/Timms
To approve the 2023-2024 Strategic Goals and Mission, Vision, and Values statements.
Carried 5/0 (AYES: Dilles, Johnson, Lind, Timm, Timms)
2. City hosted 4th of July event budget review and City Staff recommendations for 2023 Public Works Director Lamm and Recreation Division Manager Robinson gave a presentation and responded to questions from Council.
Peter Hartman, a resident of Scotts Valley, spoke in favor of keeping the tradition of the fireworks show.
004
City Council Meeting Minutes Page 5
Date: February 15, 2023
The Council Members discussed the pros and cons of holding only the daytime 4th of July Parade with no evening fireworks event, and they discussed exploring the option of having a local non-profit organization run a fireworks event.
M/S: Timms/Timm
To approve the staff recommendation of holding a 4th of July Parade only, approve the budget of $26,000 of General Fund for 2023 Independence Day Celebration expenses, and authorize the City Manager to execute related contracts necessary to host the event.
Carried 4/1 (AYES: Dilles, Lind, Timm, Timms; NOES: Johnson) REGULAR AGENDA (resumed)
3. Future Council agenda items
None.
CONVENE TO CLOSED SESSION
City Attorney Powell announced that the Council will convene to Closed Session to discuss the following items:
(1) Conference with labor negotiator regarding employee negotiations with Scotts Valley Police Bargaining Unit and the Scotts Valley Police Supervisors Association.
Legal Authority: Government Code Section 54957.6
Staff Present: City Manager, City Attorney, Chief of Police, Administrative Services Director
(2) Conference with legal counsel regarding existing litigation.
Legal Authority: Government Code 54956.9
Name of Case: GRANT PARK ASSOCIATION ADVOCATES, ET AL. v.
CALIFORNIA DEPARTMENT OF PUBLIC HEALTH, ET AL. – Joining Amicus Brief filed by City of Santa Cruz
Staff Present: City Manager, City Attorney, Chief of Police The City Council convened to closed session at 7:57 PM.
RECONVENE TO OPEN SESSION
The City Council reconvened to open session at 8:37 PM. 005
City Council Meeting Minutes Page 6
Date: February 15, 2023
REPORT ON ACTION TAKEN DURING CLOSED SESSION
1) City Attorney Powell noted that there was nothing to report regarding this item. 2) City Attorney Powell reported that the City Council voted unanimously to join in the Amicus Brief filed by the City of Santa Cruz in the case of Grant Park Association Advocates, et al. v. California Department Of Public Health, et al.
ADJOURNMENT
The meeting adjourned at 8:38 PM.
Approved: _____________________________
Jack Dilles, Mayor
Attest: ___________________________
Cathie Simonovich, City Clerk
006
1 From: Michael <[email protected]>
Sent: Saturday, February 11, 2023 11:14 AM
To: Allan Timms <[email protected]>; Jack Dilles <[email protected]>; Derek Timm <[email protected]>; Randy Johnson (EXT) <[email protected]>; [email protected]; SVCH-cityhall <[email protected]>
Cc: Mali LaGoe <[email protected]>
Subject: Feb 15 2023 Agenda Item 1: Vision, Mission, and Values Statement [EXTERNAL EMAIL] DO NOT CLICK links or attachments unless you recognize the sender and know the content is safe.
Hello Councilmembers and City Manager. The Agenda summary statement clearly declares “The attached statements are not intended to be community-wide, rather they are intended to serve the organization, it’s staff and leaders in the day-to-day decision making and culture of the City organization.“ I applaud this effort to help the city team work collaboratively and with a sense of purpose. The Mission and Share(d) Values shown appropriately reflect the perspective of being from the inside (of the organization) looking out.
But the Vision statement, as written, seems to make a broader claim and I would encourage the following revision (or something similar) so that it does not overstep its intended bounds:
Vision:
Scotts Valley City Staff is committed to sustaining is a healthy, safe, and welcoming city, rooted in hometown values and appreciation for the natural environment that surrounds us.
Just for reference purposes, I’ve attached the (still?) ‘official’ Mission statement, dating back to the 1994 General Plan and reviewed during the 2017 General Plan Advisory Committee activity. An updated document (Vision Statement and Guiding Principles) was crafted during that process although it’s not clear what will become of that. But there has always been widespread appreciation of the poetic nature of the opening phrase in that original Mission statement: “…the environment of a tranquil, verdant forest, and the services of a modern small city” that I hope will remain available to current and future residents.
Best regards,
Michael Shulman
SV
P.S. – In addition to the missing “d” in “Shared Values” there’s an extra “a” in the “Openhearted” value (We embrace diverse perspectives, strive for fairness and a support a sense of belonging for our staff and community.) 007
008
2 From: jimbofx Melehan <[email protected]>
Sent: Friday, February 10, 2023 2:13 PM
To: Jack Dilles <[email protected]>
Subject: Fireworks show
[EXTERNAL EMAIL] DO NOT CLICK links or attachments unless you recognize the sender and know the content is safe.
Dear Mayor Dilles,
I am writing to you and your fellow council members to express my support for continuation of the annual Scotts Valley Independence Day Celebration, and especially the fireworks show.
I am aware objections have been raised about the noise and environmental concerns that come along with a fireworks show. But, what the heck, we are only talking about one night out of the year and of that night, the show goes on for less than half an hour. Should the thousands that come to enjoy the show be deprived of it because of the objections of a few who don’t want to be inconvenienced for 30 minutes? And how much environmental damage can possibly be done as a result of this relatively small show?
This event is a long standing and cherished part of Scotts Valley’s “culture.” It provides local non-profits with a chance to fundraise. It brings joy to children who come from throughout the county and beyond to enjoy the evening and the show.
It inspires patriotism as we join together to celebrate America! I sincerely hope that the Council sees fit to continue this wonderful tradition.
Sincerely,
Jim Melehan
Sent from Mail for Windows
009
SCOTTS VALLEY ACCOUNTS PAYABLE CITY OF SCOTTS VALLEY
02/16/2023 18:01:41 Check Register GL050S-V08.19 COVERPAGE GL540R
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Agenda Item B
Date: 03-01-2023
001
SCOTTS VALLEY ACCOUNTS PAYABLE
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GL540R-V08.19 PAGE 1
BANK VENDOR CHECK# DATE AMOUNT
BA GENERAL CHECKING ACCOUNT
000041 ACC BUSINESS 126090 02/16/23 598.66
005027 ACE PORTABLE SERVICES 126091 02/16/23 1,789.26
005035 AMAZON CAPITAL SERVICES 126092 02/16/23 393.14
005066 APPLIED INDUSTRIAL 126093 02/16/23 579.18
005067 APPLIED REAL ESTATE INSP 126094 02/16/23 1,390.00 001670 AT &T 126095 02/16/23 2,989.33
000097 AT&T 126096 02/16/23 9.55
001593 BENEDICT DDS/NANNETTE 126097 02/16/23 284.00
000437 BRASS KEY LOCKSMITH 126098 02/16/23 4.17
002091 COMCAST 126099 02/16/23 323.27
000037 CRYSTAL SPRINGS WATER CO 126100 02/16/23 32.60
000037 CRYSTAL SPRINGS WATER CO 126101 02/16/23 54.75
005047 CUMMING MANGEMENT GROUP, 126102 02/16/23 1,908.75 000389 DASSEL'S PETROLEUM INC 126103 02/16/23 5,696.19
000778 DEPT OF JUSTICE 126104 02/16/23 211.00
000318 DEPT OF TRANSPORTATION 126105 02/16/23 1,671.73
003160 DIXON & SON TIRE 126106 02/16/23 883.93
001257 EBRAHIMIAN DDS/MARK 126107 02/16/23 1,100.00
003700 GARRISON PLUMBING,INC 126108 02/16/23 16,818.09
005024 GOOD CITY COMPANY 126109 02/16/23 4,800.00
001881 GRAINGER 126110 02/16/23 809.96
000262 GRANITE ROCK COMPANY 126111 02/16/23 296.70
001841 IDEXX LABORATORIES, INC. 126112 02/16/23 1,973.10 003266 INTERGRITY AUTOMOTIVE 126113 02/16/23 1,882.56
001030 LEAGUE OF CA CITIES 126114 02/16/23 6,546.00
001030 LEAGUE OF CA CITIES 126115 02/16/23 300.00
000284 LOGAN & POWELL, LLP 126116 02/16/23 21,969.50
003913 LONG/AMANDA 126117 02/16/23 178.40
003584 MENDOZA/FERNANDO 126118 02/16/23 516.67
000195 MESITI-MILLER ENGINEERIN 126119 02/16/23 24,487.00 000218 MID VALLEY SUPPLY 126120 02/16/23 326.05
003570 MISSION COMMUNICATIONS, 126121 02/16/23 2,835.00 000083 MISSION UNIFORM SERVICE 126122 02/16/23 262.52
000939 NATIONAL COMTEL NETWORK 126123 02/16/23 23.27
001872 NORTH CENTRAL LABORATORI 126124 02/16/23 556.44
004042 PACE ANALYTICAL SERVICES 126125 02/16/23 1,306.00 000101 PACIFIC GAS & ELECTRIC C 126126 02/16/23 166.66
000101 PACIFIC GAS & ELECTRIC C 126127 02/16/23 1,873.74 000723 PIED PIPER INC./THE 126128 02/16/23 66.50
001615 PIONEER AMERICAS LLC 107 126129 02/16/23 4,957.40 004070 QUAD KNOPF, INC. 126130 02/16/23 351.46
.15929 RENEE MIKKELSON 126131 02/16/23 543.00
.15930 RICK FILLMAN 126132 02/16/23 38.00
000134 S.V. WATER DISTRICT 126133 02/16/23 1,650.00
001894 S.V. WATER DISTRICT - BU 126134 02/16/23 86.21
005042 SANTA CRUZ STAFFING LLC 126135 02/16/23 1,134.00 000228 SOIL CONTROL LAB 126136 02/16/23 357.00
003196 SONSRAY MACHINERY 126137 02/16/23 458.64
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GL540R-V08.19 PAGE 2
BANK VENDOR CHECK# DATE AMOUNT
BA GENERAL CHECKING ACCOUNT
001560 TRITON CONSTRUCTION 126138 02/16/23 1,200.00
001366 U.S. BANCORP OFFICE 126139 02/16/23 1,300.62
004030 U.S. BANK CORPORATE 126140 02/16/23 34,137.10
004032 URETSKY SECURITY 126141 02/16/23 2,683.84
003924 VIRTUAL PROJECT MANAGER 126142 02/16/23 1,000.00 000443 WALPOLE/STEVE 126143 02/16/23 275.20
000154 WINCHESTER AUTO STORES 126144 02/16/23 4.20
003971 WIZIX TECHNOLOGY GROUP, 126145 02/16/23 530.98
GENERAL CHECKING ACCOUNT 158,621.32 ***
003
SCOTTS VALLEY ACCOUNTS PAYABLE
CITY OF SCOTTS VALLEY
02/16/2023 18:01:41 Check Register
GL540R-V08.19 PAGE 3
BANK VENDOR CHECK# DATE AMOUNT
REPORT TOTALS: 158,621.32
RECORDS PRINTED - 000144
004
SCOTTS VALLEY ACCOUNTS PAYABLE
CITY OF SCOTTS VALLEY
02/16/2023 18:01:41 Check Register
GL060S-V08.19 RECAPPAGE
GL540R
FUND RECAP:
FUND DESCRIPTION DISBURSEMENTS
---- ----------------------------
001 GENERAL 100,837.03
004 RECREATION 5,690.84
010 WASTEWATER OPERATIONS 18,541.23
011 TERTIARY TREATMENT PLANT 2,478.70
027 POLICE FACILITY BUILDING 815.00
028 SENIOR CENTER 508.63
031 STP EXCHANGE PROJECTS 24,487.00
112 DENTAL INS INTERNAL SERV 1,837.60
123 COMMUNITY FACILITY CENTER 1,927.29
150 GENERAL CAPITAL IMPROVEMENTS 1,146.54
268 PROP 68-PARKS/WATER BOND ACT 351.46
TOTAL ALL FUNDS 158,621.32
BANK RECAP:
BANK NAME DISBURSEMENTS
---- ----------------------------
BA GENERAL CHECKING ACCOUNT 158,621.32
TOTAL ALL BANKS 158,621.32
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GL540R-V08.19 PAGE 1
BANK VENDOR CHECK# DATE AMOUNT
BA GENERAL CHECKING ACCOUNT
003597 ADAMS ASHBY GROUP, INC 126146 02/23/23 4,375.00
003534 ADOBE ANIMAL HOSPITAL SO 126147 02/23/23 192.88
005068 AGILE OCCUPATIONAL MEDIC 126148 02/23/23 1,780.00 001219 ALHAMBRA 126149 02/23/23 192.24
005035 AMAZON CAPITAL SERVICES 126150 02/23/23 192.34
003758 ASCANI, PSY.D./CORIE L. 126151 02/23/23 250.00
001670 AT &T 126152 02/23/23 308.03
000097 AT&T 126153 02/23/23 34.04
000614 BATTERIES + BULBS #314 126154 02/23/23 182.29
000437 BRASS KEY LOCKSMITH 126155 02/23/23 26.30
000018 BRINK'S AWARDS & SIGNS 126156 02/23/23 684.17
001566 BUSINESS WITH PLEASURE 126157 02/23/23 703.80
001633 CAL-WEST LIGHTING & SIGN 126158 02/23/23 1,419.28 001659 CALIFORNIA BUILDING 126159 02/23/23 476.41
001659 CALIFORNIA BUILDING 126160 02/23/23 132.00
003119 CALIFORNIA SOCIETY OF 126161 02/23/23 125.00
002091 COMCAST 126162 02/23/23 353.94
003043 CSG CONSULTANTS, INC 126163 02/23/23 73,998.44
000231 DOCTORS ON DUTY 126164 02/23/23 32.50
001537 DYNAMIC PRESS 126165 02/23/23 69.14
003253 FIRST ALARM 126166 02/23/23 148.75
004023 HOUSEKEYS, INC. 126167 02/23/23 5,000.00
004041 INTERWEST CONSULTING GRO 126168 02/23/23 3,230.00 003292 KIMLEY-HORN & ASSOCIATES 126169 02/23/23 11,059.15 000409 LC ACTION POLICE SUPPLY 126170 02/23/23 1,927.21 001243 LIEBERT CASSIDY WHITMORE 126171 02/23/23 5,244.60 003942 M-GROUP 126172 02/23/23 31,347.50
001815 MC GRATH/TRISH 126173 02/23/23 132.00
003684 MILES CHEMICAL COMPANY,I 126174 02/23/23 2,790.46 003685 MONTEREY BAY ANALYTICAL 126175 02/23/23 115.00
003912 PETTY CASH - AMANDA LONG 126176 02/23/23 193.83
003572 REGIONAL GOVERNMENT SERV 126177 02/23/23 1,331.77 004031 ROBERT WILLIAM PAYNE JR. 126178 02/23/23 560.00
000134 S.V. WATER DISTRICT 126179 02/23/23 5,743.54
005042 SANTA CRUZ STAFFING LLC 126180 02/23/23 1,012.50 000130 SCOTTS VALLEY FIRE DISTR 126181 02/23/23 254.60
000130 SCOTTS VALLEY FIRE DISTR 126182 02/23/23 6,854.72 000228 SOIL CONTROL LAB 126183 02/23/23 715.00
003757 SWEDBERG ELECTRIC INC. 126184 02/23/23 6,537.60
003145 WAGE WORKS 126185 02/23/23 653.17
001625 YOSHIDA DDS/NOREEN 126186 02/23/23 379.72
GENERAL CHECKING ACCOUNT 170,758.92 ***
007
SCOTTS VALLEY ACCOUNTS PAYABLE
CITY OF SCOTTS VALLEY
02/23/2023 18:20:37 Check Register
GL540R-V08.19 PAGE 2
BANK VENDOR CHECK# DATE AMOUNT
REPORT TOTALS: 170,758.92
RECORDS PRINTED - 000078
008
SCOTTS VALLEY ACCOUNTS PAYABLE
CITY OF SCOTTS VALLEY
02/23/2023 18:20:37 Check Register
GL060S-V08.19 RECAPPAGE
GL540R
FUND RECAP:
FUND DESCRIPTION DISBURSEMENTS
---- ----------------------------
001 GENERAL 138,262.49
004 RECREATION 1,425.40
010 WASTEWATER OPERATIONS 9,797.53
011 TERTIARY TREATMENT PLANT 3,198.46
019 AFFORDABLE HOUSING 5,000.00
025 GENERAL TRUST 11,059.15
028 SENIOR CENTER 544.68
035 GREEN BUILDING FUNDING 608.41
077 SKYPARK MAINT ASSESS DIST 129.38
112 DENTAL INS INTERNAL SERV 511.72
123 COMMUNITY FACILITY CENTER 147.87
312 POLICE - BUDGET ACT OF 2016 73.83
TOTAL ALL FUNDS 170,758.92
BANK RECAP:
BANK NAME DISBURSEMENTS
---- ----------------------------
BA GENERAL CHECKING ACCOUNT 170,758.92
TOTAL ALL BANKS 170,758.92
009
AGENDA ITEM C
DATE: 03-01-2023
City of Scotts Valley
CITY COUNCIL STAFF REPORT
DATE: March 1, 2023
TO: Honorable Mayor and City Council
FROM: Mali LaGoe, City Manager
SUBJECT: Initiative No. 21-0042A1, The Taxpayer Protection and Government Accountability Act
SUMMARY OF ISSUE
On Jan. 4, 2022, the California Business Roundtable filed the “Taxpayer Protection and Government Accountability Act” or AG# 21-0042A1. On Feb. 1, 2023, the measure qualified for the November 2024 ballot.
The League of California Cities, along with a broad coalition of local governments, labor and public safety leaders, infrastructure advocates, and businesses, strongly opposes this initiative.
Local government revenue-raising authority is currently substantially restricted by state statute and constitutional provisions, including the voter approved provisions of Proposition 13 of 1978, Proposition 218 of 1996, and Proposition 26 of 2010. The Taxpayer Protection and Government Accountability Act adds and expands restrictions on voters and local government tax and fee authority.
The Taxpayer Protection and Government Accountability Act would amend the California Constitution with provisions that limit voters’ authority and input, adopt new and stricter rules for raising taxes and fees, and may make it more difficult to impose fines and penalties for violation of state and local laws.
The measure puts billions of local government tax and fee revenues at risk statewide with related core public service impacts.
Full text of Ballot Initiative
001
AGENDA ITEM C
DATE: 03-01-2023
MAJOR PROVISIONS
Fees and Charges1:
• Except for licensing and other regulatory fees, fees and charges may not exceed the “actual cost” of providing the product or service for which the fee is charged. “Actual cost” is the “minimum amount necessary.” The burden to prove the fee or charge does not exceed “actual cost” is changed to “clear and convincing” evidence.
• Requires fees and charges paid for the use of local and state government property and the amount paid to purchase or rent government property to be “reasonable.” These fees and charges are currently allowed to be market-based.
Whether the amount is “reasonable” (introducing a new legal standard aiming to force below market fee and charge amounts) must be proved by “clear and convincing evidence.”2 The standard may significantly reduce the amount large companies (e.g., oil, utilities, gas, railroads, garbage/refuse, cable, and other corporations) will pay for the use of local public property. • Prohibits fees on new development based on vehicle miles traveled.
Taxes3:
• Taxes and fees adopted after Jan. 1, 2022, that do not comply with the new rules, are void unless reenacted4.
• Invalidates Upland decision that allows a majority of local voters to pass special taxes. The measure specifies that taxes proposed by the initiative are subject to the same rules as taxes placed on the ballot by a city council. • Expressly prohibits local advisory measures which allow local voters to express a preference for how local general tax dollars should be spent.5 • Requires voter approval to expand existing taxes (e.g., Utility, Transient Occupancy) to new territory (e.g., annexations) or to expand the tax base (e.g., new utility service)
• New taxes can only be imposed for a specific time period. • City charters may not be amended to include a tax or fee. • All state taxes require majority voter approval.
1 Initiative No. 21-0042A1 (pgs.4-6; Section 1 (a)-(j)
2 Initiative No. 21-0042A1 (pg.5; (3))
3 Initiative No. 21-0042A1 (pgs.4-6; Section 1 (a)-(j)
4 Initiative No. 21-0042A1 (pg.7; Section 6 (Sec. 2)(g) 5 Initiative No. 21-0042A1 (pg.6 (3))
002
AGENDA ITEM C
DATE: 03-01-2023
The measure would have significant negative impacts on the City of Scotts Valley operations and core service delivery.
Major examples of affected fees and charges are:
• Nuisance abatement charges, such as for weed, rubbish, and general nuisance abatement to fund community safety, code enforcement, and neighborhood cleanup programs.
• Commercial franchise fees.
• Emergency response fees, such as in connection with DUI. • Document processing and duplication fees.
• Facility use charges, fees for parks and recreation services.
In addition, the initiative converts administratively imposed fines and penalties into taxes unless a new, undefined, and ambiguous “adjudicatory due process” is followed. This provision may put at risk authority to impose fines and penalties for violations of state and local law.
Reductions on local government tax revenues have impacts on core services and infrastructure for the City of Scotts Valley, including law enforcement, streets and roads, sewer sanitation, parks and affordable housing.
FISCAL IMPACT
There is no fiscal impact to oppose Initiative No. 21-00442A1 however if the initiative is approved, the City’s future revenue sources could be at heightened legal peril.
STAFF RECOMENDATION
Staff recommends Council approve submitting a formal letter of opposition from the Mayor to the Taxpayer Protection and Government Accountability Act to the League of Cities to join in the statewide effort to defeat this initiative.
TABLE OF CONTENTS PAGE
Draft Letter of Opposition……………………………………………………………………4
003
SAMPLE OPPOSE LETTER CITY OF SCOTTS VALLEY
1 Civic Center Drive • Scotts Valley • California • 95066 Phone (831) 440-5600 • www.scottsvalley.gov
March 2, 2023
Bismarck Obando
Director of Public Affairs, League of California Cities 1400 K Street, Suite 400
Sacramento, CA 95814
RE: Letter Opposing Initiative 21-0042A1
On March 1, 2023, the City of Scotts Valley voted to oppose Initiative 21-0042A1, a deceptive, developer-sponsored proposition aimed for the November 2024 statewide ballot that would significantly jeopardize cities’ ability to provide essential services and infrastructure for our residents.
The measure includes undemocratic provisions that would make it more difficult for local voters to pass measures needed to fund local services and projects and would limit voter input by prohibiting local advisory measures where voters can express a preference on how they want their local tax dollars spent.
This measure creates new constitutional loopholes that allow corporations to pay far less than their fair share for the impacts they have on our communities, including impacts on local infrastructure and our environment.
This measure also may make it much more difficult for state and local regulators to issue fines and levies on corporations that violate laws intended to protect our environment, public health and safety, and our neighborhoods.
Unless defeated, the measure puts billions of dollars currently dedicated to local services at risk, and could force cuts to fire and emergency response, law enforcement, public health, parks, libraries, affordable housing, services to support homeless residents, mental health services, and more.
Due to Proposition 13, Scotts Valley only receives approximately 6% of property taxes collected in the City and therefore is highly dependent on other local taxes, development fees and assessments. In 2020, the voters of Scotts Valley passed Measure Z to raise $3.5-$4 million in additional revenue each year. This initiative would jeopardize the City’s ability to renew that revenue source when it sunsets as well address additional budgetary 004
shortfalls to provide high quality amenities and services to the residents and businesses of Scotts Valley.
The measure benefits wealthy corporations and real estate developers while decimating our local communities and neighborhoods.
You may list the City of Scotts Valley in formal opposition to Initiative #21-0042A1 and include our city as part of the growing coalition of public safety, labor, local government, infrastructure advocates, and other organizations throughout the state opposed to this deceptive proposition.
Sincerely,
Jack Dilles
Mayor
CITY of Scotts Valley
005
AGENDA ITEM 1
DATE: 03-01-2023
City of Scotts Valley
CITY COUNCIL STAFF REPORT
DATE: March 1, 2023
TO: Honorable Mayor and City Council
FROM: Stephanie Hill, Administrative Services Director
APPROVED: Mali LaGoe, City Manager
SUBJECT: RECEIVE FISCAL YEAR 2022-23 MID-YEAR FINANCIAL
REPORT, INCLUDING PROPOSED BUDGET AMENDMENTS
AND PREPARATION OF THE FY 2023-24 ANNUAL BUDGET
SUMMARY OF ISSUE
This report provides an update of the City’s current financial performance, including a Mid-Year Financial Review for FY 2022-23. The Mid-Year Financial Review covers a sixmonth period from July 1, 2022 through December 31, 2022 and identifies mid-year revenue and expenditure trends for all City funds, and a proposed budget amendment for adoption.
This report also recommends that the City Council consider adoption and/or provide feedback on a set of budget principles that will help guide staff in preparing the FY 2023- 24 annual budget and receive the timeline for the preparation of the FY 2023-24 annual budget.
FY 2022-23 Mid-Year Financial Review (through December 31, 2022) Staff analyzed revenues and expenditures for all City funds during the first half of the current Fiscal Year. In general, some expenditures are trending below FY 2022-23 budgeted amounts. Some tax revenues are trending above FY 2022-23 budgeted amounts, however, are offset by delays in other revenues shifted out to FY 2023-24.
These trends are the result of many factors, including Scotts Valley’s ongoing recovery from the COVID-19 pandemic and its associated economic impacts. The City Council’s adoption of the FY 2022-23 budget incorporated analysis on the overall financial health of the City with great emphasis on the performance and future needs of the General Fund. The budget also included funding to address the City’s strategic goals of ensuring long-term financial stability, supporting economic development, enhancing operational efficiencies and maintaining residents’ quality of life.
Items of importance are highlighted below:
001
AGENDA ITEM 1
DATE: 03-01-2023
General Fund Expenditures (Fund 001)
The General Fund operating expenditures are projected to be on target with the budget. This is primarily the result of offsetting items such as savings from vacancies, offset with increases in workers compensation premium cost and other expenditure items.
General Fund Revenues (Fund 001)
Recurring General fund revenues have performed better than originally anticipated, with some offsetting one-time and other revenues pushed out to anticipated FY2023- 24 recognition. In total, General Fund revenues are projected to be roughly $1 million (or 5%) under budget, with a favorable change in the Transfers Out of $3.66 million from budget and including a $1.4 million ARPA deferral from FY2021-22, creating a favorable impact to the projected year end fund balance of $2.66 million.
Revenue and Transfer
Amendments
Adopted
Budget
Amended
Budget
Revenue
Changes
for FY22/23
Transfer
Changes for
FY22/23
Local Taxes (Sales,
Property, Business,
TOT, VLF)
10,801,672 12,018,236 1,216,564 - American Rescue Plan
Act Tranche 1 from
prior year
1,406,262 0 1,406,262
Federal Earmark
Project Funds (Vinehill
School Childcare
Facility)
1,400,000 0 (1,400,000) 1,400,000
Successor Agency
Loan Repayment
850,000 0 (850,000) 850,000
Other (Investment
earnings)
(13,748) 25,000 38,748 - Total Revenue and Transfer Amendments (994,688) 3,656,262 Net Surplus (Deficit) 2,661,574
Wastewater Fund Expenditures (Fund 010 and 012)
The Wastewater fund has a planned multiyear capital project for SCADA upgrades that is being expedited to be pulled fully into FY 2022-23. It will be utilizing savings in the Operations Fund 010 to fund the Capital Reserve Fund 012, net zero impact to the Wastewater Fund overall.
002
AGENDA ITEM 1
DATE: 03-01-2023
FY 2022-23 GENERAL FUND YEAR-END FUND BALANCE PROJECTION AND
PROPOSED BUDGET AMENDMENT
The table below summarizes the FY 2022-23 year-end fund balance projection, considering projected revenue and expenditure trends discussed above. The beginning fund balance is reduced by $650,499 based in the projected audited results of FY 21/22. This combined with the reduced transfers out and reduced revenue projections results in a reduction of the planned use of fund balance by just over $2 million.
Adopted Budget Amended Budget Budget vs
Amended Over
General Fund (Under) (Fund 001) FY 2022-23 FY 2022-23
Beginning Fund
Balance
(07/01/2022)
9,030,350 8,379,851 (650,499)
Revenues 19,003,869 18,009,181 (994,688)
Expenditures 19,841,430 19,841,430 - Transfer In (Out) (3,899,183) (242,921) 3,656,262 Net Surplus
(Deficit) (4,736,744) (2,075,170) 2,661,574
Ending Fund
Balance
(06/30/2023)
4,293,606 6,304,681 2,011,075
GUIDING BUDGET PRINCIPLES AND ANNUAL BUDGET DIRECTION
Each year, the City Council provides direction to the City Manager regarding the preparation of the annual budget for the succeeding year, a good practice used by local governments to guide staff’s preparation of the annual budget, and as a basis for evaluating budget proposals included in the proposed budget.
Staff recommends adopting the Guiding Budget Principles, as established in the prior fiscal year, that will serve as a basis for preparing the annual budget and its evaluation when it is brought before the City Council at the budget public hearing in June. See Exhibit A.
The following milestones are presented as placeholders in preparing and adopting the City’s FY 2023-24 Annual Budget:
Date/Month Meeting Forum Activity
March Internal Staff Staff preparation of draft budget in OpenGov
April Budget
Subcommittee
2 - 3 subcommittee meetings to review
draft budget
003
AGENDA ITEM 1
DATE: 03-01-2023
May 17th Regular Meeting Preliminary fee schedule review June 7th Regular Meeting Preliminary Budget for FY 2023-24 June 7th Regular Meeting Public hearing on proposed fee schedule
June 21st Regular Meeting Budget Adoption
June 23rd Internal Staff Budget Publication
FISCAL IMPACT
There is no fiscal impact as a result of accepting the attached report and providing direction to the City Manager to amend the FY 2022-23 Adopted Budget.
There is no fiscal impact as a result of adopting Guiding Budget Principles and providing direction to the City Manager for the preparation of the FY 2023-24 Annual Budget.
STAFF RECOMMENDATION
It is recommended that the City Council takes the following actions:
1. Accept FY 2022-23 Mid-Year Financial Report through December 31, 2022.
2. Approve Resolution No. 630.42.1 Amending the FY 2022-23 Annual Budget.
3. Approve Resolution No. 630.42.2 Adopting Guiding Budget Principles for use in preparing the FY 2023-24 Annual Budget.
TABLE OF CONTENTS PAGE
Resolution No. 630.42.1 Amending the FY 2022/23 Annual Budget............................. 5 Resolution No. 630.42.2 Adopting Guiding Budget Principles....................................... 6 Exhibit A to Resolution No. 630.42.2: Proposed Guiding Budget Principles .. ............... 7 004
RESOLUTION NO. 630.42.1
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SCOTTS
VALLEY AMENDING THE FY 2022-23 ADOPTED BUDGET
WHEREAS, the City Council approved the Fiscal Year (FY) 2022-23 Annual Budget for the City of Scotts Valley on June 15, 2022, by Resolution 630.42; and WHEREAS, staff conducted financial analysis using data from the draft FY 2021-22 Annual Comprehensive Financial Report (ACFR) and other financial performance measures, including year-to-date information about FY 2022-23 actual revenues and actual expenditures; and
WHEREAS, staff is recommending the City Council amend the FY 2022-23 Adopted Budget to provide a more accurate reflection of the City’s financial activities and overall financial position; and
WHEREAS, City Council approval is needed to amend the FY 2022-23 Adopted Budget.
NOW, THEREFORE, BE IT RESOLVED AND ORDERED by the City Council of the Cityof Scotts Valley that the FY 2022-23 Adopted Budget is amended in the manner described below:
Fund 001 - General
Fund
FY2022-23
Adopted
FY2022-23
Amended
Increase
(Decrease)
Beginning fund
balance 9,030,350 8,379,851 (650,449)
Revenues
19,003,869
18,009,181 (994,688)
Transfers In (Out)
(3,899,183)
(242,921) 3,656,262
Projected Ending
Fund Balance 4,293,606 6,304,681 2,011,075
The above and foregoing resolution was duly and regularly adopted by the City Council of the City of Scotts Valley at a meeting held on the 1st day of March, 2023 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED: ______________________________
Jack Dilles, Mayor
ATTEST: ________________________________
Cathie Simonovich, City Clerk
005
RESOLUTION NO. 630.42.2
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SCOTTS VALLEY
ADOPTING GUIDING BUDGET PRINCIPLES AND BUDGET CALENDAR
FOR FISCAL YEAR 2023-24
WHEREAS, the City of Scotts Valley is developing the annual budget for Fiscal Year (FY) 2023-24, with Guiding Budget Principles being integral resources fundamental to the annual budget development process; and
WHEREAS, adoption of the annual budget is an integral part of the City’s strategic planning and management functions, as it assigns scarce resources to the programs and services provided to the community and ultimately reflects the mission and values of the organization as well as ensuring the long-term fiscal sustainability of City operations; and WHEREAS, to anchor good financial planning, focus budget preparation, support fiscal sustainability and linkage to organizational goals, a set of guiding budget principles were prepared, drawn from state and national best practices; and WHEREAS, the Guiding Budget Principles provide principles for numerous policy areas including the following: budgeting, fund balance/reserves, fiscal sustainability planning, ongoing resources and operations, use of one-time resources, capital project budgeting, debt management, and other financial matters; and
WHEREAS, such principles are consistent with the City’s strategic plans and priorities and will support the long-term health of the organization.
NOW, THEREFORE, BE IT RESOLVED AND ORDERED as follows:
The City Council of the City of Scotts Valley hereby adopts the attached FY 2023-24 Guiding Budget Principles to be used in preparation of the City’s annual budget.
The above and foregoing resolution was duly and regularly adopted by the City Council of the City of Scotts Valley at a meeting held on the 1st day of March, 2023 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Approved:
Jack Dilles, Mayor
Attest:
Cathie Simonovich, City Clerk
006
EXHIBIT A
City of Scotts Valley
Proposed Guiding Budget Principles
for FY 2023/24 Annual Budget
It is recommended that the City Council establish a set of budget principles to guide current and future policy makers and staff to ensure the long-term financial sustainability of the City. The budget principles that are listed below are presented as a starting point for consideration and reflect best practices of other local agencies throughout California and the United States. The set that is ultimately approved by Council may result in new or updated Council policy.
Budgeting Policies
1. Budget development will be guided by a long-term financial plan proposed by the City Manager and adopted by the City Council and should include considerations such as the cost of deferred maintenance and unfunded liabilities.
2. The budget must be balanced. Specifically, revenue must be equal to or greater than expenses. The total expenses of a department in the new fiscal year will be their expenses from the current fiscal year as modified by MOU changes and minor increases in services and supplies to the extent resources allow. All departments are expected to review their sources of revenue for correctness and validity. All departments are expected to evaluate the impact of uncertainties to revenues and adjust expenditures accordingly.
3. There will be no unfunded positions included in the budget or staffing resolution.
Vacancy Review will be utilized to create budget flexibility in case of loss of revenue, and to ensure the need exists for filling positions. All positions will be reviewed. Any new positions will consider: new revenue for the position to cover the cost of the position and indirect and overhead costs; the need for the position to meet Council Goals; and a reasonable expectation that there will be an ongoing funding stream for any new position.
4. The 2023-24 budget will only use reserve funds for emergency and one-time expenditures or for purposes that the reserve is designated to fund. Every effort will be used to preserve reserve funds at designated levels.
5. The City Manager is authorized to approve administrative adjustments to the adopted budget or reallocate appropriations among departments or divisions within a fund, as long as those changes do not significantly impact policy or affect budgeted year-end fund balances. Any revisions that increase total appropriations in any given fund must be approved by the City Council. 007
EXHIBIT A
Reserve Policies
6. General Fund reserves should be maintained at a minimum of 17% (or two months) of annual operating expenditures, with a target reserve goal of 30% (three months) of annual operating expenditures, and in no event should be planned to fall below 10% in any year in the long-range forecast beyond the first year.
7. Funding assignments in the General Fund will be used to plan for current and future needs including pension contributions, facility planning, IT infrastructure, economic development activities, economic uncertainty, and general purpose.
These assignments reflect the Council’s Goals and intent to plan for future investments but are not restricted their assigned use and can be modified as needed to meet the City’s needs.
8. Recreation Enterprise Fund reserves have no established minimum reserve, but are expected to be fully supported by the General Fund through fund transfers where necessary to the extent that recreation program revenues and facility rental charges are insufficient to cover operating costs.
9. Wastewater Operations Enterprise Fund should maintain a minimum of 50% (or six months) of annual operating expenditures to meet cash flow needs, plus a $1 million emergency reserve for seismic/catastrophic events, both of which would be incorporated in the Wastewater rate model to plan for future wastewater service rates.
Ongoing Resources and Operations
10.Every effort will be made to restore the level of service provided pre-pandemic, understanding that this will require some departments and programs to reorganize, partner with contracted vendors, and/or invest in time-saving technology.
11.Ongoing expenditures should be supported by ongoing revenues.
12.The City will seek to avoid dependence on temporary or unstable revenues to fund mainstream municipal services where possible.
13.Charges for services should maximize recovery of the full cost of related services, including direct operating costs, and other indirect costs such as capital and overhead costs. Recreation services will seek to fully recover costs where possible.
Use of One-Time (Windfall) Resources
14.One-time revenues will not be used for ongoing expenditures on a continuous basis.
15.Unpredictable revenues, such as those derived from the sale of surplus land assets or inventory, will be treated as one-time revenue and will not be used to support ongoing expenses.
008
EXHIBIT A
16.One-time resources may only be used to support one-time expenses such as capital investments or to replenish reserves.
Capital Projects
17.When capital projects are considered, all associated costs - including annual operating expenses, debt services, and any additional future costs - will be identified in order to properly assess future financial impacts.
18.Investment in technology will be continued.
Fiscal Sustainability Planning
19.To the extent that the long-range financial forecast indicates a structural gap between projected annual revenues and expenditures, the City will update its existing fiscal sustainability plan or develop and implement a new fiscal sustainability plan to ensure General Fund reserves stay within the reserve policies established by the City Council.
20.Any structural gap in a long-term financial forecast will be addressed in such a way that it is eliminated no later than the final year of the long-range financial forecast (not to exceed 10 years).
21.Service level reductions will be implemented if other strategies are not possible or cannot be achieved in a timely fashion.
22.There will be a high level of fiscal discipline by the Department Heads, Budget Subcommittee, City Manager and City Council. Every effort will be made to maximize City assets, achieve a high level of funding for employee retirement promises, evaluate cost per service item and develop and maintain contracts with vendors within Scotts Valley.
Debt Management
23.Debt will not be used to support ongoing operations.
24.Capital leases may be used as a mid-term borrowing arrangement for fleet, equipment, and technology uses to the extent that the imputed interest rate in any such capital lease is competitive with existing long-term borrowing rates, considers potential maintenance cost savings for assets under the capital lease, and that such costs are incorporated into the long-range financial forecast.
25.Long-term borrowing (three years or more) for capital facilities will be considered as an appropriate method of financial facilities that benefit more than one generation of users and to the extent that existing reserves or other one-time resources are not available.
009
EXHIBIT A
Other Matters
26.The Wastewater Enterprise fund shall reflect the true cost of operation, including direct and indirect costs of services provided by the General Fund, and be selfreliant upon fees and/or use rates paid by ratepayers.
27.Private development of residential, commercial and/or industrial properties shall pay its fair share of capital improvements that are necessary to serve the development and should not be subsidized by public funds.
28.If the City contributes funds to Non-Profit or Community Partners for other than the purchase of services, it will give priority to one-time initiatives (as opposed to operational subsidies), and to those who demonstrate collaboration with other Community Partners. Funding will be adjusted based upon discretionary revenues available as with other City departments. Loans and advances will not be considered unless extraordinary events occur and must be secured. 010
AGENDA ITEM 2
DATE: 3-01-2022
City of Scotts Valley
CITY COUNCIL STAFF REPORT
DATE: March 1, 2023
TO: Honorable Mayor and City Council
FROM: Chris Lamm, Public Works Director/City Engineer
APPROVED: Mali LaGoe, City Manager
SUBJECT: WASTEWATER TREATMENT PLANT SCADA/PLC AND
COMPUTER SYSTEM UPGRADES
SUMMARY OF ISSUE
Background
At the City Council strategic planning session in February 2023, a Council goal was established to prioritize implementation of critical Wastewater infrastructure projects.
In March of 2020 a ‘Condition Assessment and Process Review’ report was developed for the City of Scotts Valley Wastewater Treatment and Reclamation Facility. The key findings of the report were that the treatment plant is dealing with aging infrastructure, as it was constructed in 1993 and has not seen major upgrades and utilizes outdated technologies.
Several projects are listed within the Wastewater CIP funds to ensure that the Wastewater Treatment plant is operating efficiently, able to maintain compliance with the requirements of the State Water Board, and will maintain operations through unexpected natural disasters. The upgrades to the existing Supervisory Control and Data Acquisition (SCADA) and Programmable Logic Controller (PLC) were identified as key components to update in a series of projects identified as essential infrastructure for the City of Scotts Valley. The SCADA and PLC function as the monitoring and control devices for the various systems and operations at the plant. Operators utilize the controls system to monitor effluent levels, alarms, and control pumps and other mechanical operations both on-site and remotely when on-call in a limited capacity.
Through the Capital Improvement Program (CIP), the City allocated funds to upgrade the existing SCADA and PLC at the Wastewater Treatment Plant. Funds are allocated in the current and over the next 2 fiscal years to complete the upgrades. The improvements also require the upgrade of computers and software components which are operating past their useful life.
The Wastewater Reclamation Facility Option Study, completed in August 2022 reaffirmed the need to complete short-medium term projects like the SCADA/PLC Upgrades while the ultimate plan for the future of the facility is determined. 001
AGENDA ITEM 2
DATE: 3-01-2022
Analysis
While funds were programmed in the CIP over the course of three years to complete the upgrades, multiple failures in the systems over the course of the recent winter storms has caused staff to re-evaluate the priority and recommend advancement of the full project at this time.
The upgrades consist of two sets of improvements. The first are upgrades to the computer and software systems that operate the SCADA and PLCs. The proposal totaling $151,775 includes migrating operations to the most current hardware and software versions. Redundancy will be built into the system allowing a secondary system to allow continuous operation of the SCADA systems. The proposal includes purchase and installation and commissioning and testing services to ensure operation functionality is achieved as well as training for Wastewater staff on the new system.
The second set of upgrades consists of upgrading PLCs at 7 locations throughout the plant and migrating panel view controllers at 3 additional locations. The migration plan allows for individual PLC panels to be migrated one at a time maintaining operational functionality for the rest of the plant processes. Each PLC will experience some downtime during final migration. The scope of work including furnishing, installation, testing and startup, and staff training is $359,355.
Sycal Engineering Inc., is the City’s representative vendor for Wonderware (Aveva) software which is the functioning software program in the SCADA system. Staff reviewed the proposals and took into consideration the size of company, estimated cost to perform the work, and previous work performed for the City of Scotts Valley. The consultant has over 20 years of experience with technical hands-on experience in design and installing automated control systems. SyCal Engineering responded after hours in recent storm events on short notice to assist staff with trouble shooting issues with the existing outdated systems.
FISCAL IMPACT
The project is included within the Adopted Fiscal Year 2022-23 Capital Improvement Program, ClP-2, and is funded with $55,000 of Wastewater Capital Reserve Fund. Future allocations of funding were planned in FY23/24 and FY24/25 in the amounts of $150,000 and $350,000, respectively.
A transfer of anticipated saving from the FY2022/23 operating fund to the Wastewater Capital Reserve Fund is proposed to allow the advancement of the full project at this time.
There is no impact to the general fund.
STAFF RECOMMENDATION
Staff recommends that the City Council authorize the City Manager to execute an agreement in a form acceptable to the City Attorney in an amount up to $562,243 (including 10% contingency) with Sycal Engineering for the Computer and Software and SCADA / PLC Upgrades Project
002
AGENDA ITEM 2
DATE: 3-01-2022
TABLE OF CONTENTS PAGE
Attachment 1: SyCal Engineering Proposal - Computer and Software Upgrades ………4 Attachment 2: SyCal Engineering Proposal -SCADA / PLC Upgrades ...... ……………14 003
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019
020
021
022
023
AGENDA ITEM 3
DATE: 3-15-2023
City of Scotts Valley
CITY COUNCIL STAFF REPORT
DATE: March 15, 2023
TO: Honorable Mayor and City Council
FROM: Jonathan Kwan, City Contract Consultant
REVIEWED: Taylor Bateman, Community Development Director APPROVED: Mali LaGoe, City Manager
SUBJECT: AUTHORIZE STAFF TO SUBMIT THE ANNUAL PROGRESS
REPORT TO THE DEPARTMENT OF HOUSING AND
COMMUNITY DEVELOPMENT
SUMMARY OF ISSUE
California Government Code 65400(a)(2) requires the City to provide an annual report, titled an Annual Progress Report (APR), to the City Council, the State Office of Planning and Research (OPR), and the Department of Housing and Community Development (HCD) that includes the following:
(A) The status of the adopted Housing Element and progress in its implementation. (B) The progress in meeting the City’s share of regional housing needs and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing. The housing element portion of the annual report is prepared using standards, forms, and definitions adopted by HCD. (C) The number of housing development applications received in the prior year. (D) The number of units included in all development applications in the prior year. (E) The number of units approved and disapproved in the prior year. (F) The degree to which the General Plan complies with the guidelines developed by OPR.
(G) A listing of sites rezoned to accommodate that portion of the city’s or county’s share of the regional housing need.
(H) The number of net new units of housing, including both rental housing and for-sale housing, that have been issued a completed entitlement, a building permit, or a certificate of occupancy, thus far in the housing element cycle, and the income category, by area median income category, that each unit of housing satisfies. (I) The number of applications submitted, approvals granted, building permits issued, and number of units constructed pursuant to Senate Bill 35 (2018).
The 2022 Annual Progress Report includes the following tables:
Table A contains data on the number of housing development applications that were submitted and deemed complete in 2022. The number of proposed units in all of the 001
AGENDA ITEM 3
DATE: 3-15-2023
completed entitlements include 55 units, including Oak Creek Park, one of the City’s designated opportunity sites. The sites analysis anticipated that Oak Creek Park could yield ten units, two of which were affordable. In December 2022, 52 units (eight affordable) were approved at the Oak Creek Park site.
Tables A2 contains data on the discretionary housing development applications that were approved (entitled), all building permits issued for housing development and housing construction completed. This data is identified by both household income level, street address and tenure. Table A2 data shows that:
55 units were approved for entitlements,
48 units were issued building permits, and
10 units had building permits “signed off” and finalized. These units were primarily part of the Polo Ranch development.
Table B includes data on the household income levels of the units in 2022 that were issued building permits (48 units). The table also includes data for 2015-2020 by unit count and income level as reported in the APRs for those years. Further, this table demonstrates the City’s progress in meeting its share of the Regional Housing Needs Allocation (RHNA). Please note that only units that secured building permits in 2022 are counted towards meeting the RHNA. In 2022, there were building permits issued for two low income units, all of which are a part of the Encore project and are “credited” towards the City’s RHNA goals. All of the remaining units that were issued a building permit in 2022 were above-moderate income units.
Table D contains information on the status and progress of Housing Element program and policy implementation for all programs described in the 2016 Housing Element. The City is currently updating the housing element and it will be presented at a future City Council meeting.
Tables C, E, F, G, H, I and J are not applicable to the City of Scotts Valley.
Summary Table provides a summary of housing units for which applications were submitted and building permits issued in 2022.
FISCAL IMPACT
There is no fiscal impact of submitting this required annual progress report.
STAFF RECOMMENDATION
It is recommended that the City Council receive public comment and authorize the submittal of the 2022 Annual Progress Report (APR) to the Department of Housing and Community Development (HCD) and State Office of Planning and Research (OPR).
TABLE OF CONTENTS PAGES
2022 Annual Progress Report ........................................................................................ 3 002
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Notes
2 3 4 6 7 8 9 11 12
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted+
(see
instructions)
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total PROPOSED
Units by Project
Total
APPROVED
Units by project
Total
DISAPPROVED
Units by Project
Was APPLICATION
SUBMITTED
Pursuant to GC
65913.4(b)?
(SB 35
Streamlining)
Ddi the housing
development
application seek
incentives or
concessions
pursuant to
Government Code
section 65915?
Were incentives
or concessions
reqested
pursuant to
Government
Code section
65915 approved?
Please indicate
the status of the
application.
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0 0 0 0 22-481-18, 22-481-
22 Erba Lane Bay Village SFD O 5/13/2021 1 9 10 10 No Yes Yes Approved 022-902-11 4303B Scotts Valley
Drive
2 to 4 O
5/13/2021
2 2 2 No No N/A Approved
22-732-01, 22-732-
48 4104 Scotts Valley
Drive Encore 5+ O
8/12/2021
2 14 16 16 No No N/A Approved
Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications
10 Housing Development Applications Submitted
003
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Table A2
Streamlining Infill
Housing without Financial
Assistance or Deed
Restrictions
Term of Affordability
or Deed Restriction Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date Approved # of Units issued
Entitlements
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building Permits
Date Issued
# of Units Issued
Building Permits
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
How many of
the units were
Extremely Low
Income?+
Was Project
APPROVED using
GC 65913.4(b)?
(SB 35
Streamlining)
Y/N
Infill Units?
Y/N+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
were affordable
(see instructions)
Term of Affordability or
Deed Restriction
(years) (if affordable in
perpetuity enter 1000)+
Number of
Demolished/De
stroyed Units
Demolished or
Destroyed Units
Demolished/D
estroyed Units
Owner or
Renter
Total Density Bonus Applied
to the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or
Parking
Modifications)
Did the project receive
a reduction or waiver of
parking standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 2 0 4 0 2 0 47 55 0 0 2 0 0 0 46 48 0 0 0 0 0 0 13 10 0 0 0 0 0 0 0
022-941-01 Thomas Terrace
(lot #1) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-941-02 Thomas Terrace
(lot #2) The Terrace SFA O
0 0 1 4/28/2021 1 N INC
022-941-03 Thomas Terrace
(lot #3) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-941-04 Thomas Terrace
(lot #4) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-941-05 Thomas Terrace
(lot #5) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-941-06 Thomas Terrace
(lot #6) The Terrace SFA O
0 0 1 4/28/2021 1 N INC
022-941-07 Thomas Terrace
(lot #7) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-941-08 Thomas Terrace
(lot #8) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-941-09 Thomas Terrace
(lot #9) The Terrace SFA O
0 0 1 4/28/2021 1 N
022-352-07
Cove Lane -
Dunslee Way Lot
#7
The Cove SFA O
0 0 1 1/29/2021 1 N
022-352-08
Cove Lane -
Dunslee Way Lot
#8
The Cove SFA O
0 0 1 1/20/2021 1 N
022-352-09
Cove Lane -
Dunslee Way Lot
#9
The Cove SFA O
0 0 1 1/6/2021 1 N
022-352-11
Cove Lane -
Dunslee Way Lot
#11
The Cove SFA O
0 0 1 1/29/2021 1 N
022-352-15
Cove Lane -
Dunslee Way Lot
#15
The Cove SFA O
0 0 1 1/29/2021 1 N
022-352-16
Cove Lane -
Dunslee Way Lot
#16
The Cove SFA O
0 0 1 1/20/2021 1 N
022-352-17
Cove Lane -
Dunslee Way Lot
#17
The Cove SFA O
0 0 1 1/6/2021 1 N
022-352-18
Cove Lane -
Dunslee Way Lot
#18
The Cove SFA O
0 0 1 1/20/2021 1 N
022-352-20
Cove Lane -
Dunslee Way Lot
#20
The Cove SFA O
0 0 1 1/20/2021 1 N
022-352-21
Cove Lane -
Dunslee Way Lot
#21
The Cove SFA O
0 0 1 1/20/2021 1 N
022-352-24
Cove Lane -
Dusnlee Way Lot
#24
The Cove SFA O
0 0 1 1/29/2021 1 N
022-891-02 18 Blake Lane ADU R 0 1 4/16/2021 1 0 N
021-292-03 115 Blueberry
Drive SFD O
0 1 11/18/2021 1 0 N
023-131-03 0 Casa Way SFD O 0 1 7/19/2021 1 0 N
023-131-03 0 Casa Way ADU R 0 1 7/19/2021 1 0 N
024-391-29 201 Creekside
Court (Lot #29) Polo Ranch SFD O
0 1 11/23/2021 1 0 N
024-391-30 203 Creekside
Court (Lot #30) Polo Ranch SFD O
0 1 11/23/2021 1 0 N
023-141-18 208 Hacienda
Drive ADU R
0 1 8/2/2021 1 1 3/30/2022 1 N
022-902-17 100 Coastal Oak
Court Acorn Commons SFA O
0 1 1/8/2021 1 0 N INC
022-902-17 102 Coastal Oak
Court Acorn Commons SFA O
0 1 1/8/2021 1 0 N INC
022-902-17 104 Coastal Oak
Court Acorn Commons SFA O
0 1 1/8/2021 1 0 N INC
022-902-17 200 Coastal Oak
Court Acorn Commons SFA O
0 1 1/8/2021 1 0 N INC
022-902-17 202 Coastal Oak
Court Acorn Commons SFA O
0 1 1/8/2021 1 0 N INC
022-902-17 204 Coastal Oak
Court Acorn Commons SFA O
0 1 1/8/2021 1 0 N INC
024-391-01 413 Polo Ranch
Road (Lot # 1) Polo Ranch SFD O
0 1 1/10/2021 1 0 N
024-391-02 415 Polo Ranch
Road (Lot # 2) Polo Ranch SFD O
0 1 1/10/2021 1 0 N
024-391-03 417 Polo Ranch
Road (Lot # 3) Polo Ranch SFD O
0 1 1/10/2021 1 0 N
024-391-24 412 Polo Ranch
Road (Lot #24) Polo Ranch SFD O 0
1 7/8/2021 1 1 3/24/2022 1 N
023-061-15 118 Sawyer Circle ADU R 0 1 4/21/2021 1 0 N
024-152-14 122 South Navarra
Drive ADU R
0 1 5/27/2021 1 1 3/29/2022 1 N
022-741-16 15 Tramell Way ADU R 0 1 2/23/2021 1 0 N
024-391-23 100 Village Lane
(Lot #23) Polo Ranch SFD O
0 1 7/8/2021 1 1 4/11/2022 1 N
024-391-39 302 Village Lane
(Lot #39) Polo Ranch SFD O
0 1 11/23/2021 1 0 N
024-391-40 300 Village Lane
(Lot #40 ) Polo Ranch SFD O
0 1 11/23/2021 1 0 N
024-391-14 101 Village Lane
(Lot 14) Polo Ranch SFD O
0 1 7/8/2021 1 1 4/25/2022 1 N
024-391-15 103 Village Lane
(Lot 15) Polo Ranch SFD O
0 1 8/5/2021 1 1 5/12/2022 1 N
024-391-16 105 Village Lane
(Lot 16) Polo Ranch SFD O
0 1 8/9/2021 1 1 5/12/2022 1 N
024-391-17 107 Village Lane
(Lot 17) Polo Ranch SFD O
0 1 8/9/2021 1 0 N
024-391-18 109 Village Lane
(Lot 18) Polo Ranch SFD O
0 1 9/17/2021 1 0 N
024-391-19 111 Village Lane
(Lot 19) Polo Ranch SFD O
0 1 9/17/2021 1 0 N
024-391-20 106 Village Lane
(Lot 20) Polo Ranch SFD O
0 1 9/17/2021 1 0 N
024-391-21 104 Village Lane
(Lot 21) Polo Ranch SFD O
0 1 8/5/2021 1 1 5/12/2022 1 N
024-391-22 102 Village Lane
(Lot 22 ) Polo Ranch SFD O
0 1 7/8/2021 1 1 4/15/2022 1 N
024-391-25 113 Village Lane
(Lot 25 ) Polo Ranch SFD O 0
1 10/19/2021 1 0 N
024-391-26 115 Village Lane
(Lot 26) Polo Ranch SFD O 0
1 10/19/2021 1 0 N
024-391-27 117 Village Lane
(Lot 27) Polo Ranch SFD O
0 1 10/19/2021 1 0 N
024-391-28 120 Village Lane
(Lot 28 ) Polo Ranch SFD O
0 1 10/19/2021 1 0 N
22-481-18, 22-481-
22 Erba Lane Bay Village SFD O 1 9 6/16/2021 10 0 0 N INC 022-902-11 4303B Scotts
Valley Drive SFD O 2 6/16/2021 2
2 10/4/2022 2 0 N
22-732-01, 22-732-
48 4104 Scotts
Valley Drive Encore 5+ O 2 14 9/1/2021 16 2 14 10/17/2022 16 0 N INC 024-381-07, -08, &
-09
300, 302, & 304
Ginger Lane ? SFA O
0 0 3 4/12/2022 0 N
023-401-05 157 Glenwood
Drive ADU R
0 1 1/10/2022 1 1 7/29/2022 1 N
024-391-31 205 Creekside
Court (Lot #31) SFD O
0 1 1/13/2022 1 0 N
024-391-32 207 Creekside
Court (Lot #32) SFD O
0 1 1/13/2022 1 0 N
024-391-33 209 Creekside
Court (Lot #33) SFD O
0 1 1/13/2022 1 0 N
024-391-34 211 Creekside
Court (Lot #34) SFD O
0 1 1/13/2022 1 0 N
024-391-35 213 Creekside
Court (Lot #35) SFD O
0 1 1/13/2022 1 0 N
024-391-36 212 Creekside
Court (Lot #36) SFD O
0 1 1/13/2022 1 0 N
024-391-37 210 Creekside
Court (Lot #37) SFD O
0 1 1/31/2022 1 0 N
024-391-38 208 Creekside
Court (Lot #38) SFD O
0 1 1/31/2022 1 0 N
024-391-06 424 Polo Ranch
Road (Lot #6) SFD O
0 1 1/31/2022 1 0 N
024-391-07 101 Shady Oak
Way (Lot #7) SFD O
0 1 1/31/2022 1 0 N
024-391-12 102 Shady Oak
Way (Lot #12) SFD O
0 1 1/31/2022 1 0 N
024-391-13 100 Shady Oak
way (Lot #13) SFD O
0 1 1/31/2022 1 0 N
022-891-18 & -17 12A & 12 B Blake
Lane 2 to 4 O
0 2 2/15/2022 2 0 N
024-391-04 419 Polo Ranch
Road (Lot #4) SFD O
0 1 4/7/2022 1 0 N
024-391-05 421 Polo Ranch
Road (Lot #5) SFD O
0 1 4/7/2022 1 0 N
024-391-08 103 Shady Oak
Way (Lot #8) SFD O
0 1 4/7/2022 1 0 N
024-391-09 105 Shady Oaks
Way (Lot #9) SFD O
0 1 4/7/2022 1 0 N
024-391-10 106 Shady Oaks
Way (Lot #10) SFD O
0 1 4/7/2022 1 0 N
024-391-11 104 Shady Oak
Way (Lot #11) SFD O
0 1 4/7/2022 1 0 N
024-021-36 19 Polo Height SFD O 0 1 6/2/2022 1 0 N
024-102-44 113 Hilltop Way ADU R 0 1 4/19/2022 1 0 N
023-171-40 5 Nashua Drive -
Lot 2 SFD O
0 1 10/4/2022 1 0 N
023-171-39 9 Nashua Drive -
Lot 1 SFD O
0 1 11/1/2022 1 0 N
024-183-03 116 Hidden Drive ADU R 0 1 11/29/2022 1 0 N
022-212-23 103 Blue Bonnet
Lane SFD O 1 2/24/2022 1
1 10/24/2022 1 0 N
022-212-24 101 Blue Bonnet
Lane SFD O 1 2/24/2022 1
1 10/24/2022 1 0 N
022-212-23 103B Blue
Bonnet Lane ADU R 1 2/24/2022 1
1 10/24/2022 1 0 N
024-021-36 19B Polo Height ADU R 0 1 6/2/2022 1 0 N
022-162-76 No Address Oak Creek Park 5+ O 2 4 2 44 12/7/2022 52 0 0 Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 004
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
1 Projection Period 3 4
RHNA Allocation by
Income Level 2015 2016 2017 2018 2019 2020 2021 2022 2023 Total Units to Date (all years) Total Remaining
RHNA by Income
Level
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - 3 - - 1 6 2 -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - 3 - 1 - - -
Non-Deed Restricted - - - 4 - - - - - -
Above Moderate 58 - 5 9 38 63 12 8 30 46 - 211 -
140
- 5 9 45 66 12 10 36 48 - 231 62
5 6 7
Extremely low-Income
Need 2015 2016 2017 2018 2019 2020 2021 2022 2023
Total Units to
Date
Total Units
Remaining
17 - - - - - - - - - - 17
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
18 -
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
8 Moderate
34 22
26 Please contact HCD if your data is different than the material supplied here 12 2
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
34 10
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.
Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1). 005
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Date of Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of Rezone Very Low-Income Low-Income Moderate-Income Above ModerateIncome Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning Minimum Density Allowed
Maximum
Density Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
006
Jurisdiction Scotts Valley
Reporting Year 2022 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation
1. Sites Inventory
Monitoring Program
a) Report on the progress of
development in the identified sites
inventory in the Annual Progress Report
to HCD as required pursuant to
Government Code Section 654000 and
due April 1 of each year. b) Monitor
development approvals on identified
sites and ensure that no net loss occurs.
c) Continue to implement the City's 15%
inclusionary Housing requirement and
Title 14 Affordable Housing Production
requirements.
Ongoing through
December 2023
The City will continue to monitor the remaining sites in the 2016 inventory to assure that land at appropriate densities are available to meet any unmet RHNA needs. The Town Center Site as listed in the 2016 site inventory still represents a significant site for additional housing opportunities. The City continues to implement the 15% Inclusionary Housing requirement and is planning to evaluate the Inclusionary Housing Ordinance and to propose changes as needed to increase its effectiveness in producing affordable housing. The City has also been awarded SB2 funds and has applied for LEAP funds for improved permit processing, an Update of the City's Housing Element and revisions to the ADU program.
2.Planned Unit
Development
Continue providing flexible design
through the PD Zoning District.
Ongoing through
December 2023
The City continues to encourage flexible design options throughout PD Zoning Districts.
3. Secondary Dwelling Unit
Program
a) Continue to publicize secondary
dwelling unit program by developing
brochures, updating the City's website,
and making available brochures at the
public counter. b) Periodically review
program and make adjustments as
feasible to facilitate the development of
secondary units.
Ongoing through
December 2023
The City was awarded SB2 grant funds that will be used to update the City's Accessory Dwelling Unit Program so that it reflects all of the recent legislative changes as mandated by the State of California. These include Assembly Bill 68, Assembly Bill 881 and Senate Bill 13, all of which became effective as of January 1, 2020.
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
007
4. Emergency Shelters
a) Continue to monitor the inventory of
sites appropriate to accommodate
emergecy shelters and work with the
appropriate organizations to ensure the
needs of homeless and extremely lowincome residents are met. b) Prioritize available funding and other available
incentives for projects that provide
housing for homeless and extremely low
income residents.
Ongoing through
December 2023
The City continues to monitor the inventory of sites appropriate to accommodate emergency shelters and works with appropriate organizations.
5. Transitional and
Supportive Housing
a) Continue to monitor the inventory of
sites appropriate to accommodate
transitional and supportive housing and
work with the appropriate organizations
to ensure the needs of homeless and
extremely low income residents are met.
b b) Prioritize available funding and
other available incentives for projects
that provide housing for homeless and
extremely low income residents
whenever possible.
Ongoing through
December 2023 Transitional and Supportive housing are permitted by-right in all residential zones.
6. Density Bonus Program
Provide information on the Density
Bonus Program at City Hall and on the
City's website.
Ongoing through
December 2023 Density Bonus Program information is included in Section 17.62 of the SVMC.
7. Code Enforcement
Continue to implement a proactive code
enforcement program through the
Building Department and inform
residents of rehabilitation assistance
when available at City Hall and the City's
website.
Ongoing through
December 2023 The City continues to implement a proactive code enforcement program.
8. Design Review
Continue to review projects to ensure
consistency with the General Plan
Zoning Ordinance and area design
guidelines. The City will give processing
priority to affordable housing projects.
Ongoing through
December 2023
The City continues to conduct project reviews to ensure consistency with the General Plan and Zoning Ordinance and provides priority process to affordable housing projects as allowed by recent State of California legislation. 008
9. Monitor and Preserve
Affordable Housing
a) Develop and maintain an AB987
database to include detailed information
on all subsidized units, including those
that have affordability covenants. b)
Explore funding sources such as HUD
Section 208/811 loans, HOPE II and
Homeownership Program Funds, HOME
funds, CDBG funds, Low Income
Housing Tax Credit Funds, California
Housing Finance Agency single-family
and multi-family programs and other
programs to stimulate private developer
and non-profit efforts in the
development and financing of housing
for lower and moderate-income
households. c) Continue to monitor atrisk developments throughout the planning period and pursue partnership
opportunities with non-profits to
preserve and expand affordable housing
in the City.
Ongoing through
December 2023
The City maintains a data base and annually publishes an inventory of affordable housing opportunities (https://www.housekeys15.com). The City continues to explore available federal and state funding resources that would assist private and non-profit developers in producing affordable housing. The City has an on-going contractual relationship with HouseKeys to provide eligibility and monitoring assistance of affordable units.
10. Mobile Home Park
Conversion Ordinance
a) Continue to implement the mobile
home park conversion ordinance in an
effort to protect existing mobile home
parks and the supply of affordable
housing. b) Provide information on the
mobile home park conversion ordinance
and other fair housing information on
the City's website and at City Hall.
Ongoing through
December 2023
The City continues to implement the mobile home park conversion ordinance to protect existing mobile home parks. Information about the ordinance and other fair housing information is available at City Hall and on the City's web site. 009
11. Mobile Home Park Rent
Stabilization Ordianance
a) Continue to implement the mobile
home park rent stabilization ordinance
to ensure that mobile home owners and
residents are protected from
unreasonable space rental increases
while recognizing the need of mobile
home park owners to receive a just and
reasonable return on their investment.
b) Provide information on the mobile
home park rent stabilization ordinance
and other fair housing information on
the City's website and at City Hall.
Ongoing through
December 2023
The City continues to implement the mobile home park rent stablization ordinance to protect existing mobile home parks. Information about the ordinance and other fair housing information is available at City Hall and on the City's web site. In addition, the City's Mobile Home Park Rent Review Committee receives, investigates and can hold hearings as needed on proposed rent adjustments.
12. Housing Voucher
Program
a) Continue to participate with the
Housing Authority of Santa Cruz County
Section 8 Certificate/Voucher Rental
Assistance Program. B) Continue to
refer residents to the County program
and provide information at City Hall and
on the City's website.
Ongoing through
December 2023
The City continues to participate with the Housing Authority of Santa Cruz County and provides information about the Housing Aurhority's services.
13. Mortgage Credit
Certificate Program.
a) Continue to refer residents to the
County program and provide
information at City Hall and on the City
website.
Ongoing through
December 2023
The Housing Authority of the County of Santa Cruz no longer administers a Mortgage Credit Certificate (MCC) Program. They continue the administration of the Reissued Mortgage Credit Certificate (RMCC) program for those MCC’s issued by the Housing Authority.
14. Fair Housing
Continue to provide informational and
educational materials on fair housing
services for property owners, apartment
managers, and tenants at City Hall and
on the City's website. Continue to
monitor and respond, as appropriate, to
complaints of discrimination, and
continue to refer tenants to the
California Department of Fair
Employment and Housing for proper
intake, investigation, and resolution of
fair housing complaints.
Ongoing through
December 2023
Fair Housing information is provided on the City's web site and at City Hall as well as through the Housing Authority of the County of Santa Cruz. This information is available to property owners, apartment managers and tenants as well as the general public.
010
15. Child Care and Day
Care Facilities
a) Continue to work with child care
providers and the County to promote
child care facilities within the
community. b) Provide information at
City Hall and on the City's website on
current zoning regulations that apply to
child care and day care facilities. c)
Continue to encourage new
development to provide child care and
day care facilities through a variety of
activities, including outreaching to
developers; providing financial or inkind technical assistance, when available; providing expedited
processing; identifying grant and
funding opportunities; and providing
information on the City's Density Bonus
Ordinance.
Ongoing through
December 2023
The City continues to provide information at City Hall and on the City's web site regarding current zoning regulations that apply to child care and day care facilities. In addition, the City continues to encourage the provision of child care and day care facilties in all new proposed development activities.
16. Reasonable
Accommodation
a) Provide informational handouts and
information at City Hall and on the City's
website about reasonable
accommodation procedures. b)
Continue to work with developers and
individual homeowners to encourage
design and construction of projects that
include features to make the units
usable for persons with disabilities.
Ongoing through
December 2023
Chapter 17.60 of the City's Municipal Code provides Reasonable Accommodation standards and procedures. The Municipal Code is on the City's website as well as at City Hall.
011
17. Housing for Persons
with Developmental
Disabilities
a) Seek State and Federal monies, as
funding becomes available, in support
of housing construction and
rehabilitation targeted for persons with
development disabilities. b) Provide
regulatory incentives, such as expedited
permit processing, and fee waivers and
deferrals, to projects targeted for
persons with developmental disabilities.
c) Work with the San Andreas Regional
Center to implement an outreach
program informing households within
the City of housing and services
available for persons with
developmental disabilities. d) Provide
information on housing and services
available for persons with
developmental disabilities at City Hall
and on the City's website.
Ongoing through
December 2023
The City continues to seek available funding and provide regulatory incentives to assist projects for persons with developmental disabilities. The City also continues to work with non profit developers who intend to provide housing for persons with developmental disabilities. Information on housing and services for persons with developmental disabilities is available at City Hall and on the City's web site.
18. Housing for Lower
Income Households
Encourage the development of housing
for lower income households, including
extremely low, very low and low income,
through a variety of activities, such as
outreaching to housing developers;
providing financial or in-kind technical
assistance, when available; providing
expedited processing; identifying grant
and funding opportunities; and offering
additional incentives beyond density
bonus provisions.
Ongoing through
December 2023
The City continues to encourage lower income housing (including low, very low and extremely low income) by providing information and assistance to both private and non profit developers.
19. Definition of "Family"
Amend, as appropriate, the definition of
"family" to be consistent with State and
federal fair housing laws.
Within one year of
Housing Element adoption
An updated definition of "family" is scheduled to be reviewed at the time of the General Plan Update.
012
20. Agricultural Employee
Housing
Amend the Zoning Ordinance to meet
the requirements of Health and Safety
Codes Section 17021.5 and 17021.6 as it
relates to agricultural employee
housing.
Within one year of
Housing Element adoption
The City continues to review Health and Safety Codes as they relate to agricultural employee housing in order to amend the Zoning Ordinance if necessary.
21. Hillside Development
and Design
Continue to enforce the setback, height,
and density standards identified in the
Hillside Residential Combining District.
Ongoing through
December 2023
The City continues to enforce the various standards as identified in the Hillside Residential Combining District.
22. Resource Conservation
Encourage energy conservation
measures and devices to be
incorporated in the development and
improvement of housing. Review such
requirements through the Design
Review and Building Permit processes.
Ongoing through
December 2023
The City reviews energy conservation measures and devices through the Design Review process and the building permit review.
23. Water and Sewer
Providers
Submit the adopted Housing Element,
and any subsequent amendments, to
local water and sewer providers for their
review and input.
Ongoing through
December 2023
The 2016 Housing Element has been submitted to local water and sewer providers.
Future amendments to the 2016 Housing Element will also be submitted to local water and sewer providers.
24. Cultural Resources
Continue to review proposals for new
housing to ensure that the City's cultural
resources are adequately protected.
Ongoing through
December 2023
The City continues to monitor proposed development actiivity in areas designed as "moderate or high cultural resource sensitivity zones" in the General Plan. 013
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
014
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
The description should adequately document how each
unit complies with subsection (c) of Government Code
Section 65583.1+.
For detailed reporting requirements, see the chcklist
here:
Extremely LowIncome+ Very Low-Income+ Low-Income+ TOTAL UNITS+Extremely LowIncome+Very LowIncome+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Residential Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD to receive the password that will enable you to populate these fields.
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
015
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates
an optional field
Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
ModerateIncome
Total Moderate Income Units
Converted from Above
Moderate
Date Converted Notes
Summary Row: Start Data Entry Below
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Above Moderate RHNA
016
Jurisdiction Scotts Valley
Reporting Period 2022 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 12/31/2015 - 12/31/2023 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.
017
Jurisdiction Scotts Valley Note: "+" indicates an optional field Reporting Period 2022
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
NOTE: This table is meant to contain an invenory of
ALL surplus/excess lands the reporting jurisdiction
owns
Summary Row: Start Data Entry Below
Parcel Identifier
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Santa Cruz County jurisdictions, please format the APN's as follows:999-999-99-9999 018
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an
optional field
Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain
auto-calculation
formulas
Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Project Type Date Notes
2 3
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+ Activity Date Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income Notes
Table I
Units Constructed Pursuant to Government Code 65852.21 and Applications for Lot Splits Pursuant to Government Code 66411.7 (SB9) NOTE: SB 9 PROJECTS ONLY. This table only
needs to be completed if there were lot splits
applied for pursuant to Government Code
66411.7 OR units constructed pursuant to
65852.21.
Units entitled/permitted/constructed must also
be reported in Table A2. Applications for these
units must be reported in Table A.
Summary Row: Start Data Entry Below
Project Identifier Unit Constructed
1 4
Annual Progress Report January 2020
019
Jurisdiction Scotts Valley ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2022 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Project Type Date
Units (Beds/Student
Capacity) Granted
Density Bonus
Notes
2 3 5 6
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date Very Low- Income
Deed Restricted
Very Low- Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income Non
Deed Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
ModerateIncome
Total Additional Beds
Created Due to Density
Bonus
Notes
Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This
table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report
020
January 2020
Jurisdiction Scotts Valley
Reporting Year 2022 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 12/31/2015 - 12/31/2023
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 2
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
46 48
Units by Structure Type Entitled Permitted Completed
SFA 0 0 0
SFD 2 25 7
2 to 4 0 2 0
5+ 52 16 0
ADU 1 5 3
MH 0 0 0
Total 55 48 10
0 0
0 0
0 0
0 0
Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Cells in grey contain auto-calculation formulas
Total Units Constructed with Streamlining
Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of Applications for Streamlining
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Units Constructed - SB 35 Streamlining Permits
Number of Streamlining Applications Approved
Total Developments Approved with Streamlining
021
Jurisdiction Scotts Valley
Reporting Year 2022 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.
Task $ Amount Awarded $ Cumulative Reimbursement
Requested
Other
Funding Notes
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 2
Non-Deed Restricted 0
Deed Restricted 4
Non-Deed Restricted 0
Deed Restricted 2
Non-Deed Restricted 0
47 55
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 2
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
46 48
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
13 13
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
$ -
Task Status
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
022