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HomeMy WebLinkAbout2021/03/02 Agenda Packet I declare under penalty of perjury that I am employed by the City of Chula Vista in the office of the City Clerk and that I posted the document according to Brown Act requirements. Dated:Signed: 411t.-e— CITY OF CHULA VISTA Mary Casillas Salas, Mayor John McCann, Councilmember- District 1 Maria V. Kachadoorian, City Manager Jill M. Galvez- Councilmember- District 2 Glen R. Googins, City Attorney Stephen C. Padilla- Councilmember- District 3 Kerry K. Bigelow, City Clerk Andrea Cardenas- Councilmember- District 4 Tuesday, March 2, 2021 5:00 PM Via Teleconference Council Chambers 276 4th Avenue, Building A Chula Vista, CA 91910 REGULAR MEETING OF THE CITY COUNCIL PURSUANT TO THE GOVERNOR OF THE STATE OF CALIFORNIA'S EXECUTIVE ORDER N-29-20, AND IN THE INTEREST OF THE PUBLIC HEALTH AND SAFETY, MEMBERS OF THE CITY COUNCIL AND STAFF MAY PARTICIPATE IN THIS MEETING VIA TELECONFERENCE. IN ACCORDANCE WITH THE EXECUTIVE ORDER, THE PUBLIC MAY VIEW THE MEETING ON TELEVISION AND/OR ONLINE AND NOT IN THE COUNCIL CHAMBERS. HOW TO WATCH: Watch the meeting via livestream at https://chulavista.legistar.com/Ca/endar.aspx, on AT&T U-verse channel 99(throughout the County), and on Cox Cable channel 24(only in Chula Vista). Recorded meetings are also aired on Wednesdays at 7 p.m. (both channels)and are archived on the City's website. HOW TO SUBMIT COMMENTS: Visit the online eComment portal for this meeting at: https://chulavista.legistar.comICalendar.aspx. The commenting period will be open shortly after the agenda is published will remain open through the meeting. All comments will be available to the public and the City Council using the eComment portal. Comments must be received prior to the time the Mayor calls for the close of the commenting period. Comments received after such time will not be considered by the City Council. If you have difficulty or are unable to submit a comment,please contact the City Clerk's Office at cityclerk@chulavistaca.gov or(619)691-5041. ACCESSIBILITY. Individuals with disabilities are invited to request modifications or accommodations in order to access and/or participate in a City meeting by contacting the City Clerk's Office at cityclerk@chulavistaca.gov or (619) 691-5041 (California Relay Service is available for the hearing impaired by dialing 711) at least forty-eight hours in advance of the meeting. "'The City of Chula Vista is relying on commercial technology to livestream and accept public comments via Granicus, Inc. With the increase of virtual meetings, most platforms are working to scale their systems to meet the new demand. If we have technical difficulties, we will resolve them as quickly as possible. City staff will take all possible measures to ensure a publicly accessible experience. City of Chula Vista Page 1 Printed on 2/25/2021 City Council Agenda (March 2,2021 CALL ITO oR E ROLL CALL: L: councilmembers Cardenas, Galvez, McCann, Padilla and Mayor Casillas salas PLEDGE OF ALLEGIANCE TCS THE FLAG AND MOMENT OF SILENCE SPECIAL ORDERS OF THE DA's'' A. 1-0044 COVID-19 UPDATE EKY CITY o f C H U LA VISTA EMERGENCY SERVICES COORDINATOR ATO MARLON KING BIN 1-0049 PRESENTATION of THE 2021 CHULA VISA COVI -1 COMMUNITY CHAMPIONS CELE AT oN CONSENT NT C AL.ENDAR ((teas 1 - 9) The Council will enact the Consent Calendar staff recommendations by one motion, without discussion, unless a Councilmember, a member of the public, or staff requests that an item be removed for discussion. if you Irish to comment on one of these items, Cho so at https.-Ilchulavista.legistar.com/Calendar.aspx 1 IN 21-0048 APPROVAL_ OF I N UTES of October 6 and 201 and November 3, 2020. Recommended Action: council approve the minutes. 2 21-0043 ORDINANCE OF THE CITY of CHULA VISTA AMENDING CHAPTER 15.26 OF THE CULA VISTA MUNICIPAL CODE TO ESTABLISH ENERGY BENCHMARKING AND CONSERVATION REQUIREMENTS FOR MULTIFAMILY AND COMMERCIAL UILDINGS (SECOND READING AND ADOPTION Department.: Economic Development Department Environmental(Notice. The Project qualifies for a categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Vection 15308 class (Actions by Regulatory Agencies for Protection of the Environment). In addition, notwithstanding the foregoing, the Project also qualifies for an Exemption pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines. Recommended Action. coulncil adopt the ordinance. City of Chula Vista Page 2 Printed on 2/2512021 2021-03-02 Agenda Packet Page 2 of 484 City Council Agenda March 2,21021 3. 121-0026 ORDINANCE OF THE CITY OF CHILL A VISTA AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTER 2.52 TO ADJUST THE CAMPAIGN CONTRIBUTION LIMIT FOR ANY ELECTION HELD ON OR AFTER JANUARY 1, 2022 (FIRST READING) Department: City Clerk Environmental Notice: The activity is, not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action: Council place the ordinance on first reading. 4. 121-0024 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE FISCAL YEAR 2020/2021 CP PROGRAM BUDGET BY APPROPRIATING $60,000 FROM THE AVAILABLE BALANCE OF THE TRAFFIC SIGNAL FUND To TRF04057 "INSTALLATION OF PEDESTRIAN COUNTDOWN INDICATIONS AND TRAFFIC SIGNAL MODIFICATIONS 77 1 AND APPROPRIATING $75,000 FROM 'THE AVAILABLE BALANCE OF THE SEWER FACILITIES REPLACEMENT FUND TO SWR0293 "PARDS IDE, SEWAGE PUMP STATION''' (4/5 VOTE REQUIRED) Department: Engineering Department Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2 (Replacement or Reconstruction), and Section 15303 class 3 (New Construction or Conversion of Small Structures). Recommended Action: Council adopt the resolution. 21-0015 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AMENDMENT TO THE AGREEMENT WITH CLAIMS MANAGEMENT ASSOCIATES, INC. TO PROVIDE CLAIMS LIABILITY SERVICES Department: City Attorney Environmental Notice: The activity lis not a "project" as, defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 150601(c)(3) no environmental review required. Recommended Action: Council adopt the resolution. City of Chula Vista Page 3 Printed on 212512021 2021-03-02 Agenda Packet Page 3 of 4,84 City Council Agenda (March 2,2021 6. 21-0028 A. RESOLUTION of THE CITY COUNCIL of THE CITY OF' CHULA VISTA AUTHORIZING THE, SUBMITTAL of A APPLICATION FOR THE STATEWIDE PARK PROGRAM GRANT FROM THE STATE OF CALIFORNIA DEPARTMENT TMENT o PARKS AND RECREATION OFF C OF GRANTS AND LOCAL, SERVICES FOR THE CONSTRUCTION OF PATTY DAVIS PARK B. RESOLUTION OF THE CITY COUNCIL of THE CITY OF' C UL.A VISTA AUTHORIZING THE, SUBMITTAL of A APPLICATION FOR THE STATEWIDE PARK PROGRAM GRANT FROM THE STATE OF CALIFORNIA DEPARTMENT TMENT o PARKS AND RECREATION OFF C OF GRANTS AND LOCAL, SERVICES FOR THE IMPROVEMENTS TO AND ADDITION OF RECREATION FEATURES AT EUCALYPTUS PARK Department. Commr unity Services Department Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2 (Replacement or Reconstruction), .lection 15303 class 3 (Never Construction or Conversion of Small Structures), and Section 153014 Class 4 (Minor Alterations to Land).. Recommended Action: Council adopt the resolutions. '. 1-0038 ACCEPTANCE OF AUDITED COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR) FOR FISCAL YEAR ENDED JUNE 307 2020 Department. Finance Department Environmental Notice.: The activity is not a "Project" as defined under Section 15373 of the California (Environmental Quality Act Mate Guidelines; therefore, pursuant to Mate Guidelines Section 150601(c) ,3 no environmental review is regluir d. Recommended Action: Coulncil accept the report. . 21-0039 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING 'THE AMENDED MEASURE A PUBLIC SAFETY EXPENDITURE PLAN TCS ADD ONE POLICE, LIEUTENANT ONE POLICE SERGEANT AND THREE PEACE OFFICERS To FUND SUCH POSITIONS FROM MEASURE A - POLICE DEPARTMENT AVAILABLE FUND BALANCE (415 VOTE REQUIRED) Department: police Department City of Chula Vista Page 4 Printed on 2/2512021 2021-03-02.agenda Packet Pais 4 of 484 City Council Agenda March 2,21021 Environmental Notice: The activity is, not a "Project as defined uln�der Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action: Council adopt the resolution. 9. 121-0047 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA RATIFYING AND CONFIRMING EMERGENCY ORDER 007-2020 (EFFECTIVE FEBRUARY 245 2021) OF THE CHULA VISTA DIRECTOR OF EMERGENCY SERVICES CAPPING DELIVERY SERVICE AND RELATED, FEES CHARGED, TO RETAIL, FOOD ESTABLISHMENTS UNTIL INDOOR DINING RESUMES AT 1 0% CAPACITY Department: City Attorney & City Manager Environmental Notice: The activity is not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15o5o(c (8 ino environmental review is required. Notwithstanding the foregoing, the activity also qualifies for an Exemption pursuant to Section 15061(b)(3,) of the California Enviro=ental Quality Act State Guidelines. Recommended Action: Council adopt the resolution. ITEMS REMOVED FROM THE CONSENT CALENDAR PUBLIC COMMENTS Persons commenting during Public Comments may address the Council on any subject matter within the Council's jurisdiction that is not listed as an item on the agenda. State law generally prohibits the Council from discussing or taking action on any issue not included on the agenda, but, if appropriate,, the Council may schedule the topic for future discussion or refer the matter to staff If you wish to comment, you may do so at https.-Ilch ula vista.legistar.com/Calendar.aspx 10. 121-0045 PUBLIC COMMENTS RECEIVED for March 2, 2021 ACTION ITEMS The Item(s) listed in this section of the agenda will be considered individually by the Council and are expected to elicit discussion, and deliberation. If you wish to comment on one of these items,, you may do so at h ttps.-Ilch ula vista.legistar.com/Calendar.asp 21-0034 CONSIDERATION OF RECEIPT OF THE QUARTERLY FINANCIAL REPORT, MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2020/21 BUDGET AND APPROPRIATING FUNDS City of Chula Vista Page 5 Printed on 212512021 2021-03-02 Agenda Packet Page 5 of 4,84 City Council Agenda March 2,21021 A. QUARTERLY FINANCIAL REPORT FOR THE QUARTER ENDING DECEMBER 31 1 2020 B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 20,20/2021 BUDGET TO ADJUST FOR VARIANCES, AND APPROPRIATING FUND'S THEREFOR (4/5 VOTE REQUIRED) Department: Finance Department Environmental Notice: The activity is not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 150601(c)(3) no environmental review is required. Recommended Action: Council receive the report and adopt the resolution. 12. 120-0544 PRESENTATION OF THE 20,18 GREENHOUSE GAS INVENTORY Department: Economic Development Department Environmental Notice: The activity is not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 150601(c)(3) no environmental review is reqluired. Recommended Action: Council receive the report. 13. .20-0418 CONSIDERATION OF AMENDING THE FISCAL YEAR 2020/21 CIP PROGRAM BUDGET TO ESTABLISH A NEW CAPITAL IMPROVEMENT PROJECT AND APPROPRIATE FUNDS RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE FISCAL YEAR 2020/21 CIP PROGRAM BUDGET' TO ESTABLISH A NEW CAPITAL IMPROVEMENT PROJECT,1 "STORM WATER MANAGEMENT AND DRAINAGE FUNDING REPORT AND PUBLIC OUTREACH (DRN0218); AND APPROPRIATING $100,000 FROM THE, GENERAL, FUND RESERVES TO CIP DRN0218 (4/5 VOTE REQUIRED) Department: Engineering Department Environmental Notice: The activity is not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15050(c8 Ino environmental review lis required. Notwithstanding the foregoing,1 the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines. Recommended Action: Council adopt the resol�ution. City of Chula Vista Page 6 Printed on 212512021 2021-03-02 Agenda Packet Page 6 of 4,84 City Council Agenda March 2,21021 CITY MANAGER'S REPORTS 14. .21-0046 BUDGET UPDATE FOR FISCAL YEAR 2021/22 MAYOR'S REPORTS COU NCILM EMBERS' COMMENTS CITY ATTORNEY'S REPORTS ADJOURNMENT to the regular City Council meeting on March 16, 2021, at 5.-00 p.m., in the Council Chambers. Materials provided to the City Council related to any open-session item on this agenda are available for public review,please contact the Office of the City Clerk at cityclerk@chulavistaca.gov or(619) 691-5041. Sign up at www.chulavistaca.gov to receive email notifications when City Council agendas are published online. City of Chula Vista Page 7 Printed on 212512021 2021-03-02 Agenda Packet Page 7 of 4,84 C® of Chula Vista Meetinge Minutes -, Draft Tuesday,October 6,2020 5:00 RM Via Teleconference Council Chambers 276 4th Avenue, (Building A Chula Vista, CA 91910 REGULAR MEETING CSF THE CITY COUNCIL Pursuant to the Governor of the State of California's Executive Order N-29-20, and in the interest of public health and safety during the COVID-19 pandemic, members of the City Council and staff participated in this meeting via teleconference. Members of the public participated remotely and were not present in Council Chambers. All votes were taken by roll call and public comments were submitted electronically or otherwise in writing. The City Council minutes are prepared and ordered to correspond to the City Council Agenda. Agenda items may be taken out of order during the meeting. The agenda items at this meeting were considered in the order presented. CALL TO ORDER A regular meeting of the City Council of the City of Chula Vista was called to order at 5:07 pm. in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California. ROLL CALL: Present: Councilmember Diaz, Deputy Mayor Galvez, Council ember McCann, Councilmernber Padilla and Mayor Casillas Salas Also Present: City Manager Kachadoorian, City Attorney Googins, City Clerk Bigelow, and Assistant City Clerk Turner PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Deputy Mayor Galvez led the Pledge of Allegiance. CONSENT CALENDAR (items 11 - 6) 1. 20-0397 RESOLUTION NO. 2020-222 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AP'PRVINE A GRAN�T OF EASEMENTS, LICENSE, AND MAINTENANCE AGREEMENT TEMPLATE BETWEEN THE CITY OF CF ULA VISTA AND PROPERTY OWNERS IN THE CITY OF CHULA VISTA Recommended Action: Council adopt the resolution. City of Chula Vista Page 1 2021-03-02 Agenda Packet Pale 8 of 4,84 City Council Meeting Minutes-IDrarft. October 6,2020 2. 20-0281 RESOLUTION NO. 2020-223 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN ACSRFI=MFN'T BETWEEN THE CITY O1= CHULA VISTA AND, HOMEFED VILLAGE 3, L,L,C AND OTAY LAND COMPANY, LLC, REGARDING CONSTRUCTION OF THE OTAY RANCH VILLAGE EIGHT WESTTOWN SQUARE PARK, NEIGHBORHOOD PARK, AND COMMUNITY PARK Recommended Action: Council adapt the resolution. 3. 20-0394 A. RESOLUTION NO. 2020-224 OF THE CITY COUNCIL OF THE CITY OF CHULA VISA APPROVING A STORMWATER MANAGEMENT FACILITIES MAINTENANCE WITH GRANT OF ACCESS AND COVENANTS FOR OTAY RANCH VILLAGE EIGHT WEST" BETWEEN THE CITY OF CHULA VISTA AND HOMEFED VILLAGE 3, LLC AND OTAY LAND COMPANY, LLC B. RESOLUTION NO. 2020-225 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A GRANT OF EASEMENTS, LICENSE AND MAINTENANCE AGREEMENT FOR OTAY RANCH VILLAGE EIGHT WEST BETWEEN THE CITY OF CHULA VISTA AND HOMEFED VILLAGE 3, LLC AND OTAY LAND COMPANY,1 LLC C. RESOLUTION NO. 2020-226 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA NOTICING THE APPROVAL OF THE FINAL "A'" MAP OF CHULA VISTA T ACT NO. 19-03, OTAY RANCH VILLAGE 3 WEST Recommended Action: Council adapt the resolutions. 4. 20-0381 RESOLUTION NO. 2020-227 OF THE, CITY COUNCIL OF THE CITY OF CHULA VISTA AWARDING A CONTRACT FOR THE TRAFFIC SIGNAL MODIFICATIONS IONS ( P) (TRF0408) PROJECT TO FRMS CONSTRUCTION, INC. IN THE AMOUNT O $35200,000 Recommended Action: Council adopt the resolution. 5. 20-0400 RESOLUTION NO. 2020-223 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING 'THE SUBMITTAL OF GRANT APPLICATIONS FOR THE HIGHWAY SAFETY IMPROVEMENT PROGRAM - CYCLE 10 TIS OUCH CAL'TRANS, AND STATING THE CITY'S ASSURANCE TO COMPLETE, THE PROJECTS Recommended Action: Council adopt the resolution. City of Chula Vista Page 2 2021-03-02 Agenda Packet Pale 9 of 484 City Council Meeting Minutes-IDraft. October 6,2020 . 20-0414 A. RESOLUTION NO. 2020-229 OF THE CITY COUNCIL OF THE CITY OF C HULA VISTA APPROVING AN AMENDMENT TO THE 2018-2020 MEMORANDUM OF UNDERSTANDING BETWEEN 'THE CITY OF CAH U LA VISTA AND THE CHUL. A VISTA MID-MANAGERS/PROFESSIONAL ASSOCIATION (MM/MSR) TO EXTEND THE TERM OF THE MOU TO JUNE 305 2021 AND TO PROVIDE FOR SPECIFIED ED CHANGES TO THE TERMS AN CONDITIONS OF EMPLOYMENT B. RESOLUTION NO. 2020-230 OF THE CITY COUNCIL OF THE CITY OF C ULA VISTA AP'P'ROVING THE REVISED DISCAL YEAR 2020-2021 COMPENSATION SCHEDULE EFFECTIVE OCTOBER 2020) AS REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 570.5 Francisco Rivera, representing Mid-Managers Professional Association, submitted a comment in support of staff's recommendation. Recommended Action: Council adapt the resolutions. Approval of the Consent Calendar ACTION: A motion was made by Deputy Mayor Galvez, seconded by Councilmember Padilla, to approve staff s recommendations on the above Consent Calendar items, headings read, Next waived. The motion carried by the following roll call vote: Yes: 5- Diaz, Calvez, McCann, IF'adilla and Casillas Salas INo: 0 Abstain: 0 PUBLIC COMMENTS 7. 20-0409 PUBLIC COMMENTS RECEIVED for October 6, 2020 Carlos Chapparo submitted"comments in support of reopening peels,playgrounds, and parks. Kathleen Lippitt submitted comments expressing concern regarding the sale of flavored tobacco products to children. ACTION ITEMS . 20-0333 CONSIDERATION RATION OF CERTIFYING THE RESULTS OF A SPECIAL ELECTION IN COMMUNITY FACILITIES DISTRICT NO 17-I WESTERN CHULA VISTA DEVELOPMENT IMPACT FEE (DIF) FINANCING PROGRAM) AND ADDING, SUCH TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 17-I City of Chula Vista page 3 2021-03-02 Agenda Packet Pale 10 of 484 City Council Meeting Minutes-IDraft October 6,2020 RESOLUTION NO. 2020-231 OF THE, CITY COUNCIL OF THE CITY OF CHUL.A VISTA ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 17-1 (WESTERN C:HU�LA VISTA DIF FINANCING PROGRAM), CERTIFYING THE RESULTS OF A SPECIAL ELECTION IN THAT TERRITORY DESIGNATED AS COMMUNITY FACILITIES DISTRICT NO. 17-1 (WESTERN CHU! A VISTA DIF FINANCING PROGRAM), ANNEXATION NO. 2020-02, AND ADDING SUCH TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 17-1 (WESTERN CHULA VISTA DIF FINANCING PROGRAM). City Clerk Bigelow canvassed the ballots and reported the proposition has been approved unanimously. ACTION: A motion was made by +Count lmember (Diaz, seconded by (Deputy Mayor Galvez, to adopt Resolution No. 2020-231 heading read, text waived. The motion carried by the following vote: Yes: 5- Diaz, Galvez, McCann, (Padilla and Casillas Salas No: 0 Abstain: 0 1. 20-0316 CONSIDERATION OF AMENDING THE C HULA VISTA MUNICIPAL CODE TO ESTABLISH ENERGY UPGRADE REQUIREMENTS FOR ADDITIONS AND REMODELS TO SINGLE FAMILY HOMES AND, CONDOS ORDINANCE OF THE CITY OF CHUL.A 'V'ISTA AMENDING CHAPTER 15.260F THE CHULA VISTA MUNICIPAL CODE TO ESTABLISH ENERGY UPGRADE REQUIREMENTS FOR ADDITIONS AN REMODELS TO SINGLE FAMILY NOME' AND CONDOS (FIRST READING Conservation ,Specialist Downs gave a presentation on the item and responded to questions of the Council. The following members of the public submitted comments in support of staff's recommendation: -Rita Clement -Gina Woodard -Carolyn,Scofield Council discussion ensued. ACTION: A motion was made by Deputy Mayor Galvez, seconded by Councilmember (Diaz, to continue the item to a future date to allow additional legal analysis regarding the proposed accessory dwelling unit (ADU) and junior accessory dwelling unit (JAD )exemptions.The motion carried by the following roll call vote: Yes: 5- Diaz, Galvez, McCann, (Padilla,and Casi las Salas No: 0 Abstain: 0 10 -0365 CONSIDERATION 0 F ACCFP'TANC E OF 'THF TELECOMMUNICATIONS MASTER PLAN City of Chula Vista Page 4 2021-03-02 Agenda Packet Pale 11 of 484 City Council Meeting Minutes-IDraft. October 6,2020 RESOLUTION ON NCS. 2020-232 OF THE CITE` COUNCIL. OF THE CITE' OF CHULA VISTA ACCEPTING 'THE TELECOMM UNICATIONS MASTER PLAN Information Technology Director Chew; Jory wolf, VP of Digital Innovation, Magellan Advisors; and Joe Carella, Project Manager, Magellan Advisors gave a presentation on the item. Jesse Arana, Chula Vista resident, representing CWS Local 9509, submitted a comment regarding the item. Council discussion ensued. ACTION: A motion was made by Ccouneilrnember McCann, seconded by Deputy IMayor Galvez, to adopt Resolution No. 2020-232, heading read, text waived. The motion carried by the following vote: Yes: 5- Diaz, Galvez, McCann, (Padilla and Casiillas Salas INco: 0 Abstain: 0 CITY MANAGER'S REPORTS Marketing and Communications Manager Steinberger shared a commercial created for the City by Televisa for CO VID-fig Spanish-language outreach. Emergency Services Coordinator Ding gave a CO VID-19 update. MAYOR'S REPORTS At the request of Mayor Casillas Salas, there was consensus of the Council to add an item to a future agenda to consider naming the new bike park within Otay Valley Regional Park after former Chula Vista Mayor and retiring County Supervisor, Greg Cox. Mayor Casillas Salas spoke regarding the following: the City's new drive-up COVID-fig testing site, available funds for rental assistance through the County of San Diego for those impacted by COVID-fig, election ballot drop off at City library branches, International Day of Peace, and National blight Out. She congratulated Captain Vern Sallee for his retirement and 25 years of dedicated service to the City. Mayor Casillas Salas paid tribute to Police Agent Jasen Cunningham and stated that the meeting would be adjourned in his memory. COUNCILIV"IEI IBERS" COMMENTS Councilmember (McCann thanked City staff for the reopening of the City's playgrounds and parks. He spoke regarding National Flight Out and COVID safety measures.. At the request of Councilmember Diaz, there was consensus of the Council to make a referral to staff to inventory utility strikes by contra ctors/sub-contractors.. Deputy Payor Galvez thanked Patricia Alvarez for her work with the COVID-19 Spanish-language outreach program. She recognized Operation Pride and the City's ITT Team for their work with the Work for Hope program. City of Chula Vista Page 2021-03-02 Agenda Packet Page 12 of 484 City Council Meeting Minutes-IDrarft. October 6,2020 CITY ATTORNEY'S REPORTS City Attorney Ceagins spoke regarding the recent AB 1234 ethics training conducted by his office. ADJOURNMENT At 8:08 p.m. Mayer Casillas ed�oumed the meeting in memory of Agent Jasen Cunningham. Minutes prepared by- Tyshar L. Turner, Assistant City Clerk Kerry K. Bigelow, MMC, City Clerk City of Chula Vista Page 6 2021-03-02 Agenda Packet Page 13 of 484 C® of Chula Vista Meetinge Minutes -, Draft Tuesday,October 20,2020 5:00 RM Via Teleconference Council Chambers 276 4th Avenue, (Building A Chula Vista, CA 91910 REGULAR MEETING CSF THE CITY COUNCIL Pursuant to the Governor of the State of California's Executive Order N-29-20, and in the interest of public health and safety during the COVID-19 pandemic, members of the City Council and staff participated in this meeting via teleconference. Members of the public participated remotely and were not present in Council Chambers. All votes were taken by roll call and public comments were submitted electronically or otherwise in writing. The City Council minutes are prepared and ordered to correspond to the City Council Agenda. Agenda items may be taken out of order during the meeting. The agenda items were considered in the order presented, except for Special Order Item C, which was heard following the Consent Calendar. CALL TO ORDER A regular meeting of the City Council of the City of Chula Vista was called to order at 5.-04 p.m. via teleconference and in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California. ROLL CALL: Present: Councilmember Diaz, Deputy Mayor Galvez, Council ember McCann, Councilmember Padilla and Mayor Casillas Salas Also Present: City Manager Kachadoorian, City Attorney Googins, City Clerk Bigelow, and Assistant City Clerk Turner PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Councilmember Padilla led the Pledge of Allegiance. SPECIAL ORDERS OF THE DAY A. 20-0427 COVID-19 UPDATE BY CITY OF CHULA VISTA EMERGENCY SERVICES COORDINATOR MARLON KING Emergency Services Coordinator King gave a presentation on the item. City of Chula Vista Page 1 2021-03-02 Agenda Packet Pale 14 of 484 CityCouncil Meeting Minutes-IDraft. October 20,2020 B. 20-0393 PRESENTATION CSN THE HEALTHIEST CITE ' & COUNTIES CHALLENGE ENGF PRO FOAM AWARD TO TAKE ACTION TO CHANGE THE FOOD ACCESS SYSTEM IN CHUL.A VISTA BY UC SAN DIEGO CENTER FOR COMMUNITY HEALTH AND NORTHGATE GON?ALEZ MARKET Blanca Melendrez, representing UCSD Center for Community Health and Teresa Blanco, representing Northgate Gonzalez Market, gave a presentation on the item. C. 20-0429 PRESENTATION FROM PORT OF BAN DIEGO CHAIR ANN MOOREON THE CHULA VISTA BAYFRONT Port of San Diego Chair Ann Moore gave a presentation on the item. CONSENT CALENDAR (items 1 - 12 1. 20-0438 APPROVAL OF MINUTES, of February 4, and 18, 2020. Recommended Action: Council approve the minutes. 2. 20-0408 RESOLUTION NO. 2020-233 OF THE, CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND, THE CITY OF NATIONAL CITY TO PROVIDE ANIMAL ,SHELTER SERVICES Recommended Action: Council adapt the resolution. 3. 20-0396 ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHAPTER 2.25-105(D) OF THE CHULA VISTA MUNICIPAL CODE RELATED TO THE PROCESS BY WHICH BOARD OR COMMISSION MEMBERS MAY BE REMOVED FOR CAUSE (FIRST READING) Recommended,Action: Council place the ordinance on first reading. 4. 20-0424 RESOLUTION NO. 2020-234 OF THE CITY COUNCIL. OF THE CITY OF CHULA VISTA AUTHORIZING THE CITY MANAGER TO ENTER INTO AGREEMENT'S WITH SOUTH BAY COMMUNITY SERVICES, ELITE ATHLETE SERVICES, AND LIVING COAT DISCOVERY CENTER, FOR ALLOCATIONS OF STATE CARES ACT CO ONAVI RUS RELIEF FUNDS Recommended Action: Council adopt the resolution. 5. 20-0416 RESOLUTION NO. 2020-235 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING A DONATION IN THE AMOUNT O 117000 FOR COST" ASSOCIATED WITH RESTRIPING A TENNIS COURT FOR PICKLEBALL AND APPROPRIATING F=.. ..NDB THEREFOR (415 VOTE REQUIRED) Recommended Action: Council adapt the resolution. City of Chula Vista Page 2 2021-03-02.agenda Packet Pale 15 of 484 City Council Meeting Minutes-IDIraft October 20,2020 8. 20-0410 RESOLUTION NO. 2020-230 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING G MINI-PITCH PROGRAM GRANT AGREEMENT WITH UNITED STATES SOCCER FEDERATION FOUNDATION, INC. Recommended Action: Council adopt the resolution. 7. 20-0354 RESOLUTION NO 2020-237 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING A REIMBURSEMENT GRANT IN THE AMOUNT OF $180,0010, FROM THE RECYCLING PARTNERSHIP TO FUND A BATTERY RECYCLING CAMPAIGN AIMED AT EDUCATING ATING RESIDENTS ON THE PROPER DISPOSAL OF BATTERIES (4/5 VOTE. REQUIRED) Recommended Action: Council adopt the resolution. . 20-0300 RESOLUTION NO. 2020-238 OF THE CITY COUNCIL. OF THE CITY OF CHULA VISTA APPROVING THE FIRST AMENDMENT TO THE AGREEMENT' BETWEEN THE CITY OF CHULA VISTA AND PROFESSIONAL PIPE SERVICES TO PROVIDE SEWER MANHOLE INSPECTION AND EVALUATION SERVICES Recommended Action: Council adopt the resolution. 1. 20-0225 RESOLUTION NO. 2020-230 OF THE CITY COUNCIL. OF THE CITY OF CHULA VISTA APPROVING A MEMORANDUM UM O1= AGREEMENT BETWEEN THE CITY OF CHULA VISA AND THE `AN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION Recommended Action: Council adopt the resolution. 10. 20-0402 RESOLUTION NO. 2020-240 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING $179,097 FROM THE U.S. DEPARTMENT OF HOMELAND SECURITY AND APPROPRIATING SAID FUNDS TO THE FEDERAL GRANTS FUND FOR THE STATE HOMELAND SECURITY PROGRAM 4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. 11. 20-0422 RESOLUTION NO. 2020-241 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING $450,000 FROM THE CALIFORNIA OFFICE OF TRAFFIC SAFETY AND APPROPRIATING $370,400 TO THE POLICE GRANTS ,SECTION OF THE FEDERAL GRANTS FUND FOR THE SELECTIVE CTIVE TRA1=FIC ENFORCEMENT PROGRAM (4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. City of Chula Vida page 3 2021-03-02 Agenda Packet Pale 16 of 484 City Council Meeting Minutes-IDraft October 20,2020 12. -0430 RESOLUTION NO 2020-242 OF THE CITY COUNCIL OF THE CITY OF CF ULA VISTA APPROVING THE AMENDED MEASURE A PUBLIC SAFETY EXPENDITURE PLAN TO ADD ONE PUBLIC INFORMATION SPECIALIST AND ONE. INFORMATION TECHNOLOGY TECHNICIAN AND AMENDING THE FISCAL YEAR 2(2(/21 EXPENDITURE BUDGET FOR THE MEASURE A ,BALES TAX FUND TO FUND SUCH POSITIONS FROM MEASURE A - POLICE DEPARTMENT AVAILABLE UND BALANCE (4/5'VOTE REQUIRED) Recommended Action: Council adopt the resolution. Approval of the (Consent Calendar ACTION: A motion was made by Mayor Casil as Salas, seconded by Councilmelmber Diaz, to approve staff s recommendations on the above Consent Calendar items, headlings read,text waived.The motion carried by the followings vote: Yes: Diaz, Ga vel, McCann, Padilla and Cass las Salas No: 0 Abstain: 0 ITEMS REMOVED FROM THE CONSENT CALENDAR There were none. PUBLIC COMMENTS 113. 20-0437 PUBLIC COMMENTS RECEIVED for October 20, 2020 There were none. PUBLIC HEARINGS 114. 20-0419 RESOLUTION NO. 2020-243 OF THE CITY COUNCIL OF THE CITY OF CCHUL.A 'VISTA ACCEPTING $50,199 FROM THE BUREAU OF JUSTICE ASSISTANCE FOR THE 2020, EDWARD BYRNE MEMORIALJUSTICE ASSISTANCE GRANT Notice of the hearing was given in accordance with legal requirements, and the hearing was held" on the date and no earlier than the time specified in the notice. Mayor +Caillas Salas opened" the public hearing. At the conclusion of the public commenting period, Mayor Casillas Salas closed the,public hearing. ACTION: A motion was made by Counc lmember McCann, seconded by Counclllmember Diaz, to approve Resolution No. 2020-243, heading read, text waived. The motion carried by the following roll call vote Yes: 5- Diaz, Galvez, McCann, (Padilla,and Casiillas Salas No: 0 Abstain: 0 City of Chula Vista Page 4 2021-03-02 Agenda Packet Page 17 of 484 City Council Meeting Minutes-IDraft. October 20,2020 15. -0391 CONSIDERATION OF' THE DECISION OF THE CHIEF OF POLICE AND FINDING REGARDING AN ALCOHOLIC BEVERAGE LICENSE AT H STREET MARKET LOCATED AT 645 H STREET RESOLUTION NO. 2020-244 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AFFIRMING THE DECISION OF THE CHIEF OF POLICE AND FINDING THAT AN ALCOHOLIC BEVERAGE LICENSE AT 645 H STREET SUITE, CH STREET MARKET, INC.) DOES NOT SERV PUBLIC CONVENIENCE OR NECESSITY Notice of the hearing was given in accordance with legal requirements, and the hearing was held on the date and no earlier than the time specified in the notice Mayor Casillas Salas opened the public hearing. Police Capitan T"hunberg gave a presentation on the item. He and Police Support Services Aide Van Houten responded to questions of the Council. Mayor Casillas Salas asked the Council to report ex parte communications. There were none reported. Steve Mattia, representing the appellant, gave a presentation and responded to questions of the Council. The following members of the public submitted comments in opposition to an alcoholic beverage license being approved.- -Susy Tones, Chula Vista resident -Sam Aziez, Chula Vista resident -David Vazquez -1=rancisco Leyva -Melanie Cruz, Chula Vista resident -Jorge Cruz, Chula Vista resident -N. Steve, Chula Vista resident -C Porten Chula Vista resident -Ana Cruz, Chula Vista resident -Emilie Stone, Chula Vista resident -H"azim Gorges, Chula Vista resident Mr. l attia offered a rebuttal. At the conclusion of the public commenting period, Mayor Casillas Salas closed the public hearing. Council discussion ensued. ACTION: A motion was made by Deputy Mayor Galvez, seconded by Mayor Casillas Salas, to adopt Resolution No. 2020-®244, affirming the decision of the Chief of Police and finding that an alcoholic beverage license at 645 H Street Suite D did not serve the public convenience or necessity. The headling was read, text waivedl. The motion carried by the following roll call vote: Yes: 5- Diaz, Caalvdez, McCann, Padilla and Casillas Salas No: 0 Abstain: 0 City of Chula Vida Page 2021-03-02 Agenda Packet Pale 18 of 484 City Council Meeting Minutes-IDraft October 20,2020 CITY MANAGER'S REPORTS There were none. 16. 20-0423 REPORT ON THE JOINT REQUEST I=ORQUALIFICATIONS/REQUEST FOR P"ROP"OSALS SOLICITATION FOR THE CITY-OWNED 707F STREET AND SAN DIEGO METROPOLITAN TRANSIT SYSTEM-Ow ELS 750, ESTREET Senior Economic Development Specialist Pointer gave a presentation on the item. He and Deputy City Managers Crockett and Broughton responded to questions of the Council.. Council discussion ensued. The following members of the public submitted comments in support of the project.- - roject:-Manny Olivares, Chula Vista resident -hike LaBruno, San Diego resident -Christopher Allen, San Diego resident -Oscar Gomez, San Diego resident - Tommy Askins, HCl Cajon resident -14urtaza Baxmusa, representing San Diego Building trades Family lousing Corporation - Tom Lemmon, representing San Diego County Building and Construction Trades Council -Steve Bruce, San Diego resident -Gerardo Ldevario, Chula Vista resident -Ricardo Sanchez -Daniel Pelisek, San Diego resident -Filiberto Gonzalez -Howard Blackson, San Diego resident - William Hauck, Chula Vista resident -Eduardo Valerio, Chula Vista resident -Bridget Browning, Chula Vista resident -Peter Ritchey, Chula Vista resident -Laurel Brodzinsky, representing the Office of Assemblywoman Lorena Gonzalez MAYOR'S REPORTS 17. -0436 RATIFICATION OF APPOINTMENTS TO THE FOLLOWING BOARDS COMMISSIONS: -Michael Inzunze, Charter Review Commission -Elizabeth Meyer, veterans Advisory Commission -Andrew Strung, Measure A Citizens' Oversight Committee (growth Management Oversight Commission Rep.) ACTION: A motion was made by Councilmember Padilla, seconded by Councilmember McCann, o ratify the above appointments 'The motion carried by the following roll call vote: Yes: 5- Diaz, Galvdez, McCann, Padilla and Casiillas Salas No: 0 Abstain: 0 City of Chula Vista Page 6 2021-03-02.agenda Packet Pale 19 of 484 City Council Meeting Minutes-IDraft October 20,2020 Mayor Casillas ,etas reported on her attendance at the memorial service for Police Agent Cunningham along with Councilrmember Diaz. She also attended the soft opening of El Cruee at 241 Third Avenue. Mayor Casillas Salas shared a family photo of four generations voting and reminded the community to vote.. couNCILM EMBERS' COMMENTS ouncilmember McCann reminded the community to get a flu shot and to vote. 1�P'e thanked Finance Director Bilby for the pension obligation bond overview and wished everyone a safe and happy Halloween. Councilmember Padilla wished everyone a safe Halloween.. Deputy Mayor Galvez reported on her attendance at the following events: El truce restaurant opening, candidate forum for Districts 3 and 4 that was sponsored by the Chamber of Commerce, and virtual lunch presentation by the County Bar .Association. She acknowledged Parr and Recreation Administrator Farmer and thief Sustainability Officer t akunga for their work on grant applications, and she wished everyone a safe Halloween. Councilmember .Diaz reminded the community to vote and of the free COVID-9g testing sites. He encouraged the community to visit the City's new fire station. CITY ATTORNEYS REPORTS City Attorney Googins announced that the Council would convene in closed session to discuss the items listed below. Mayor Casillas ,alas recessed the meeting at 8:07 p.m. The Council reconvened in dosed Session at ":10 p.m., with all members present. CLOSED SESSION Pursuant to Resolution No. 13706 and council Policy No. 345-03, official Minutes and records of action taken during Closed sessions are maintained by the city Attorney. 18. 20-0432 CONFERENCE WITH LEGAL COUNSEL REGARDING EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(d)(1) Case Name: Jeffrey smith V. city of Chula Vista, Worker's compensation Appeals Board, case No. ACJ 11551149 ACTION: Pending finalization of settlement. ADJOURNMENT The meeting was adjourned at 8.15 p.m. Minutes prepared by: Tyshar L. Turner,Assistant City Clerk Kerry K. Bigelow, MMC, city clerk City of Chula Vista Page 7 2021-03-02.agenda Packet Pale 20 of 484 C® of Chula Vista Meetinge Minutes -, Draft Tuesday, (November 3,220 5:00 RM Via Teleconference Council Chambers 276 4th Avenue, (Building A Chula Vista, CA 91910 SPECIAL MEETING OF THE HOUSING AUTHORITY MEETING JOINTLY WITH THE CITY COUNCIL OF THE CITY OF CHULA VISTA Pursuant to the Governor of the State of California's Executive Order N-29-20, and in the interest of public health and safety during the COVID-19 pandemic, members of the City Council and staff participated in this meeting via teleconference. Members of the public participated remotely and were not present in Council Chambers. All votes were taken by roll call and public comments were submitted electronically or otherwise in writing. The City Council minutes are prepared and ordered to correspond to the City Council Agenda. Agenda items may be taken out of order during the meeting. The agenda items were considered in the order presented, except for Item 12, which was heard following Special Orders and Item 6 which was removed from the Consent Calendar and heard under Action Items. CALL TO ORDER A regular meeting of the City Council and a special meeting of the Housing Authority of the City of Chula Vista were called to order at 5:04 p.m. via teleconference and in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California. ROLL CALL: Present: Councilmember Diaz, Deputy Mayor Galvez, Councilmember McCann, Councilmember Padilla and Mayor Casillas Salas Also Present: City Manager Kachadoorian, City Attorney Googins, Assistant City Clerk Turner, and City Clerk Analyst Hernandez Mayor Casillas galas announced, pursuant to AB 23, that she and each Councilmember would receive $50 for their attendance at that Housing Authority meeting, held simultaneously with the City Council meeting. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Councilmember McCann led the Pledge of Allegiance. SPECIAL ORDERS OF THE DAY A. 20-0446 COVID-19 UPDATE BY CITY OF CHULA VISTA EMERGENCY SERVICES COORDINATOR MARLON KING Emergency Services Coordinator King gave a presentation on the item. B. 20-0455 PRESENTATION OF A PROCLAMATION TO SUPERVISOR GREG COX PROCLAIMING FRIDAY, NOVEMBER 6, 2020AS SUPERVISOR GREG COX DAY IN THE CITY OF CHULA VISTA City of Chula Vista Page 1 2021-03-02 Agenda Packet Page 21 of 484 City Council Meeting Minutes-IDIraft November 3,2020 Mayor Casillas,alas read the proclamation and former Mayer Cox presented it to Supervisor Cox. Council discussion ensued.. The following members of the public submitted comments in support of the proclamation. -Matthew Lowery -Susie Murphy, Chula Dista resident CONSENT CALENDAR (Items 1 - 7) 11. -0450 APPROVAL OF MINUTES, of February 25, March 3 and 101, 2020. Recommended Action: Council approve the mminutes. 2. 20-0443 ORDINANCE NO 3494 OF 'THE CITY OF CHULA VISTA AMENDING CHAPTER 2.25.105(D) OF THE CHULA VISTA MUNICIPAL CODE RELATED TO THE PROCESS BY WHICH BOARD OR COMMISSION MEMBERS MAY BE REMOVED FOR CAUSE (SECOND READING AND ADOPTION) Recommended Action: Council adopt the ordinance. . 20-0423 RESOLUTION NO 2020-245 OF THE, CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING THE 2021 LOCAL APPOINTMENTS LIST FOR BOARD, COMMISSION, AND COMMITTEE TERMS, EXPIRING IN CALENDAR YEAR 2+ 21 Recommended Action: Council adapt the resolution. 4. 20-0439 A. RESOLUTION NO. 2020-246 O1= THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT TO PROVIDE ELECTRONIC PLAN REVIEW SOFTWARE. IMPLEMENTATION, LICENSING, SUPPORT, AND MAINTENANCE SERVICES BETWEEN THE CITY AND E-PLAN, INC. B. RESOLUTION NO. 2020-247 OF THE, CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT' O PROVIDE SOFTWARE IN'TEGRA'TION PLATFORM IMPLEMENTATION, LICENSING, SUPPORT, AND MAINTENANCE SERVICES BETWEEN THE CITY AND VEL.OSI O, INC. Recommended Action: Council adopt the resolution. 5. 20-0452 RESOLUTION NO. 2020-248 OF THE, CITY COUNCIL OF THE CITY OF CHULA VISTA DESIGNATING OFFICIAL TO CONDUCT A PUBLIC HEARING REGARDING THE ISSUANCE„ SALT AND DELIVERY OF MULTIFAMILY HOUSING REVENUE BONDS OF THE CHULA VISTA HOUSING AUTHORITY Recommended Action: Council adopt the resolution. City of Chula Vista Page 2 2021-03-02 Agenda Packet Page 22 of 484 City Council Meeting Minutes-IDraft. November 3,2020 Item 6 was removed from the Consent Calendar. 7. 20-0412 RESOLUTION NO. 2020-250 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE FISCAL YEAR 2020-21 CIP BUDGET BY APPROPRIATING $231780().68 FROM UNANTICIPATED REVENUE FROM LEXINGTON INSURANCE COMPANY TO THE CAPITAL. IMPROVEMENT FUND FOR TIFF CHULA VISTA ELITE ATHLETE TRAINING CENTER PEDESTRIAN BRIDGE REPAIR PROJECT (GGV0241) (4/5 VOTE REQUIRED) Recommended Action: Council adopt the resolution. Approval of the Consent Calendar ACTION: A motion was made by Councilmember McCann, seconded by Mayor Casillas Salas, to approve staff's recommendations can the above Consent Calendar items, headings read,text waived.The motion carried by the following)roll call vote: Yes: 5- Diaz, Ualvez, McCann, IP"adlla and Casillas Salas No: 0 Abstain: 0 PUBLIC COMMENTS . 20-0447 PUBLIC COMMENTS RECEIVED for November 3, 2020 The following members of the public submitted comments in support of resurfacing and repaving streets in the Terra))lova neighborhood, Captain's Ridge. - vIaira Silva, Chula Vista resident -l lafali Gomez, Chula Vista resident -PattyNesbit, Chula Vista resident -Marianne Gibson, Chula Vista resident -Richard Campbell, Chula Vista resident -Adrian Padilla, Chula Vista resident ITEMS REMOVED FROM THE CONSENT CALENDAR There was consensus of the Council to remove Item 6 from the Consent Calendar and consider the item under Action Items. PUBLIC HEARINGS 91. 20-0431 CONSIDERATION RATION O TIFF ANNEXATION OF TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 7-2 (PRESERVE MAINTENANCE DISTRICT) City of Chula Vida page 3 2021-03-02 Agenda Packet Page.23 of 484 City Council Meeting Minutes-(Draft. November 3,2020 A. RESOLUTION NO. 2929-251 OFT E CITY COUNCIL OF THE CITY OF C ULA "VISTA ACTING AS THE. LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT), MAKING CERTAIN DETERMINATIONS AND AUTHORIZING SUBMITTAL OF LEVY OF SPECIAL. TAXES TO THE QUALIFIED IED ELECTORS OF CERTAIN T RRITORY PROPOSED TO B ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 7-2 (PRESERVE MAINTENANCE DISTRICT) AND IMPROVEMENT AREA "C" THERETO B. RESOLUTION NO. 2020-252 O1= THE CITY COUNCIL O1= THE CITY OF CHU! A 'VISTA ACTING IN ITS CAPACITY AS THE LEGISLATIVE BOGY OF COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT), DECLARING THE RESULT'S OF A ,SPECIAL ELECTION IN THAT TERRITORY DESIGNATED AS COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT), IMPROVEMENT AREA "C," ANNEXATION NO 1 AND ADDING SUCH TERRITORY TO SUCH IMPROVEMENT AREA Notice of the hearing was given in accordance with legal requirements, and the hearing was held on the date and no earlier than the time specified in the notice.. Mayor Casillas Salas opened the public hearing. At the conclusion of the public commenting period, Mayor Casillas Salas closed the public hearing. ACTION: A motion was made by Councilmember McCann, seconded by Councilmember Padilla, to adopt (Resolution No. 2020-251, heading read, text waived. 'The motion carried by the following roll call vote:. "Yea: 5- Diaz, Galvez, McCann, (Padilla and Casillas Salas No: Abstain: 0 City Cleric Analyst Hernandez canvassed the ballots and reported one ballot was received containing five votes in favor of the proposition and no votes against the proposition, and that the proposition had been approved. ACTION: A motion was made by Councilmember McCann, seconded by Deputy (Mayor Galvez, to adopt (Resolution No. 2020-252, heading read, text waived. The motion carried by the following roll call vote: Yes: 5.. Diaz, Galvez, McCann, (Padilla and Casillas Salas No: 0 Abstain: 0 City of Chula Vista Page 4 2021-03-02 Agenda Packet Pale 24 of 484 City Council Meeting Minutes-IDraft. November 3,2020 BOARD AND COMMISSION R PORTS 10. 20-0433 RESOLUTION NO. 2020-253 OF THE CITY COUNCIL OF THE CITY OF CF ULA VISTA APPROVING THE APPOINTMENT OF JOHN CCRESSLER, CANEIBHA FORT ER, AND ICCHA L JUAN TO THE 2020 REDISTRICTING COMMISSION, PURSUANT TO CHARTER SECTION 300. .D ACTION: A motion was made by Mayor Casil as Salas, seconded by Councilmember Padilla, to adapt (Resolution No. 20201-253, heading read, text waived. 'The motion carried by the following roll call vote:. "Yea: 5- Diaz, Galvez, McCann, (Padilla and CCasi las Salas No: Abstain: 0 ACTION ITEM; 6. 20-0413 A. RESOLUTION NO. 2020-005 OF THE CCHULAR VISTA HOUSING AUTHORITY AUTHORIZING THE EXECUTION AND DELIVERY OF ITS TAX-EXEMPT MULTIFAMILY HOUSING REVENUE NOTES IN AN AGGREGATE PRINCIPAL AMOUNT NOT 'TO EXCEED $35,000,0100 FOR THE PURPOSE OF FINANCING THE ACQUISITION AND CONSTRUCTION OF TIFF OTAY RANCH APARTMENTS MULTIFAMILY RENTAL HOUSING PROJECT; APPROVING, AND AUTHORIZING THE EXECUTION AND DELIVERY OF ANY AND ALL. DOCUMENTS NECESSARY TO EXECUTE AND DELIVER THE NOTES, COMPLETE THE TRANSACTION AND IMPLEMENT THIS RESOLUTION, AND RATIFYING AND APPROVING ANY ACTION HERETOFORE. TAKEN IN CONNECTION WITH THE NOTES B. RESOLUTION NO. 2020-249 OF THE CITY COUNCIL OF THE CITY OF CH LA VISTA APPROVING A DECLARATION OF COVENANTS, CONDITIONS, AND RESTRICTIONS AND DEED OF 'TRUST BY AN BETWEEN THE CITY OF CCHULA VISTA AND OTAY RANCH AFFORDABLE I V8, LP TO PROVIDE 175 RESIDENTIAL UNITS IN OTAY RANCH VILLAGE 8 WEST TO BE OPERATED AS AFFORDABLE RENTAL HOUSING FOR VERY-LOW AND LOW-INCOME HOUSEHOLDS IN SATISFACTION OF THE CITY'S BALANCED COMMUNITIES POLICY ACTION: A motion was made by Councilmeimber Diaz, seconded by Mayor Casillas Salas, to adopt Howling Authority Resolution No. 2020-005 and City Council (Resolution No. 2020-249, headings read, text waived. The motion carried by the following roll call vote: Yes: 5- Diaz, Galvez, McCann, (Padilla and CCasillas Salas No: 0 Abstain: City of Chula Vista Page 2021-03-02 Agenda Packet Page 25 of 484 City Council Meeting Minutes-(Draft. November 3,2020 11. -0385 CONSIDERATION CSF ADOPTING THE PENSION AND OTHER PENSION EMPLOYMENT BENEFITS (OPEB) RESERVE FUND POLICY, AMENDING 'THE GENERAL FUND RESERVE POLICY, AND DELEGATING PENSION AND OPER RESERVE FUND ACTIVITY TO THE DIRECTOR OF FINANCE/TREASURER RESOLUTION NO. 2020-254 OF THE CITY COUNCIL. OF THE CITY OF CHULA 'VISTA ADOPTING THE PENSION & OPE (OTHER PENSION EMPLOYMENTBENEFITS) FUND POLICY, AMENDING THE GENERAL FUND RESERVE POLICY FISCAL HEALTH PLAN, AND DELEGATING PENSION AND OPEB RESERVE FUND ACTIVITY TO THE DIRECTOR OFFINANCE/TREASURER Finance Director B lby gave a presentation on the iters and responded to questions of the Council. ACTION: A motion was made by Councilmember Padilla, seconded by (Deputy Mayor Galvez, to adopt Resolution No. 2020-254, heading read, text waived. The motion carried by the following roll call vote: "Yes: 5.. Diaz, Galvez, McCann, (Padilla and Casillas Salas No: 0 Abstain: 0 12. 20-0442 CONSIDERATION OF NAMING THE OKAY VALLEY REGIONAL BIKE SKILL` PARK, `GREG COX PARK'S RESOLUTION NO 00-255 OF THE, CITY COUNCIL OF THE CITY OF CHUL.A VISTA APPROVING 'THE NAME "GREG COX PARK" FOR THE .2-ACRE BIKE SKILLS PARK FACILITY LOCATED IN THE OTAY VALLEY REGIONAL PARK, RECREATION AREA 6 AND AUTHORIZING AND DIRECTING STAFF TO UNDERTAKE ADDITIONAL. ACTIONS AND SEEK ADDITIONAL APPROVALS AS MAY BE NECESSARY FOR SUCH NAMING The following members of the public submitted comments in support of naming the Otay Valley regional Bike Skills park, "Greg Cox Park".- -Susie Murphy, Chula Vista resident -Bob Strahl, Bonita resident ACTION: A motion was made by Mayor Casillas Salas, seconded by Councilmember McCann, to adopt Resolution No. 2020-255, heading read, text waived. The motion carried by the following roll call vote: Yes: 5- Diaz, Galvez, McCann, (Padilla and Casiillas Salas INo: 0 Abstain: 0 CITE'" MANAGER'S REPORTS There were none. City of Chula Vista Page 6 2021-03-02 Agenda Packet Page 26 of 484 City Council Meeting Minutes-IDrarft. November 3,2020 MAYOR'S REPORTS Mayor Casillas Salas wished the incumbents running for City Council good luck. She announced that Dia De Los Muertos was on November 7 and that there was a display at City Hall in memory of the 170 Chula Vista residents who passed away from the COVID-19 virus. ,the reminded the community that tree masks were available from the Chula Vista Library or Public works staff out in the community. COUNCILM M ER,S' COMMENTS Councilmember McCann thanked the community for following social distancing guidelines for Halloween. Deputy Mayor Galvez wished the incumbents running for City Council good luck. She wished everyone a Happy Veterans Day and announced that a ceremony honoring veterans would be taking place at Memorial Bowl Amphitheater on November 11th. ,the also announced the upcoming drive-by honk and wave event to thank outgoing Public works Director lracsema Quilantan. CIT'''M"ATTORNEY'S REPORTS There were none. ADJOURNMENT The meeting was adjourned at 6:50 p.m. Minutes prepared b : Tyshar L. Turner,Assistant City Clerk Kerry K. Bigelow, MMC, City Clerk City of Chula Vida Page 7 2021-03-02 Agenda Packet Page 2 7 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2 02 1 File ID 21-0043 „MITI ORDINANCE OF TIME CITY OF CHULA VISTA AMENDING CHAPTER 15.26 OF TIME C HULA VISTA MUNICIPAL CODE TO ESTABLISH ENERGY BENCHMARKING ING ANIS CONSERVATION ATION REQUIREMENTS FOR MULTIFAMILY AND COMMERCIAL BUILDINGS (SECOND READING AND ACTIONADOPTION) RECOMMENDED Council adopt the ordinance. SUMMARY In 2018 the State of California adopted Assembly Dill 802 requiring commercial and multifamily buildings above 50,000 square feet to benchmark their energy consumption annually using Energy Star Portfolio Manager and disclosing that information to the State. Energy benchmarking is the measuring of a building's energy consumption and comparing it to similar buildings in similar climate zones. The Energy Star program is designed to assign a score to each benchmarked building on a scale of 1-1.00. This rating is similar to the Miles Per Callon(MPCU)rating of a car in that it tells you how energy efficient a particular building is. A rating of 50 indicates that the building, from an energy consumption standpoint, performs better than 50% of all similar buildings nationwide,while a rating of 75 indicates that the building performs better than 75%of all similar buildings nationwide. Conversely,seeing that a building uses more energy than 80 or 0%of similar buildings can be a convincing indicator for building improvements. In September 2017,City Council adopted the 2017 Climate Action Plan(CAP)to help address the local threat of climate charge by reducing greenhouse gas (GHG) emissions and lowering Chula Vista's vulnerability to expected climate change impacts. The CAP includes a strategy to create more energy-efficient buildings by requiring energ y-savings retrofits in existing buildings. Benchmarking facilitates building performance reporting and public disclosure,with the goal of creating efficient buildings and the potential for ordinances to conserve energy. To better represent the building stock in the city and to maximize a reduction in greenhouse gas emissions, staff propose to exceed the .AP o2 requirements by lowering the threshold to buildings 20,000 square feet and above and to require potential cost-effective upgrades for existing commercial and multi-family properties. Most buildings below 50,000 square feet in Chula Vista are older and less efficient, so there are many opportunities for improvement. The proposed benchmark ng requirement and potential requirement for upgrades for existing multi-family and commercial properties above 20,000 square feet are intended to support that effort and align with the strategy outlined in the CAP. 1 . 0 0 1 P IiI 1 2021-03-02 Agenda Packet Page 28 of 484 Some, of'the key benefits of this ordinance include reducing GING emissions in Chula Vista, lowering the carbon footprint of existing multi-family and commercial buildings, helping building owners save money through cost-effective efficiency measures and improving the quality of Chula Vista's building stock. Additional benefits include helping building owners understand and manage their buildings'energy use and educating tenants and real estate professionals about building energy performance. City staff plan to collect the data and report to the State on behalf of the City's building owners to help improve their performance over time. Having access to Chula Vista multi-family and commercial building data in this manner will allow staff to provide educational outreach tailored to individual building owners and be able to track opportunities for energy efficiency programs, as it can often be a challenge to gain access on local building data. ENVIRONMENTAL REVIEW The Development Services Director has reviewed the proposed Project for compliance with the California Environmental Quality Act (CEA and has determined that the Project qualifies for a Class 8 Categorical Exemption pursuant to Section 15308 (Actions by Regulatory Agencies for Protection of the Environment) of the state CEQA Guidelines. The proposal seeks to help address the local threat of climate change by reducing greenhouse gas (GIG) emissions and lowering vulnerability to anticipated climate change impacts. Thus, no further environmental review is necessary. In addition, notwithstanding the foregoing, the Development Services Director has also determined that the Project qualifies for an Exemption pursuant to section 15 0 6 1(b)(3) of the California Environmental Quality Act State Guidelines. BOARD/COMMISSION/COMMI'TTEE RECOMMENDATION The Sustainability Commission (ssC on August 10th,2020 supported the proposed requirements. DISCUSSION In 2018 the State of California adopted Assembly Bill 802, requiring commercial and multifamily buildings above 50,000 square feet to benchmark their energy consumption annually using Energy Star Portfolio, Manager and disclosing that information to the State. Energy benchmarking is the measuring of a building's energy consumption comparing it to similar buildings in similar climate zones. The Energy Star program is designed to assign a score to each benchmarked building, on a scale of 1-100 This rating is similar to the Miles Per Gallon(MPG) rating of a car in that it tells you how energy efficient a particular building is.A rating of 50 indicates that the building, from an energy consumption standpoint, performs better than 50% of all similar buildings nationwide,while a rating of 75 indicates that the building performs better than 75%of all similar buildings nationwide. Conversely,seeing that a building uses more energy than 80 or'0o%,of similar buildings can be a convincing indicator for building improvements. In September 2017,City Council adopted the 2017 Climate Action Plan (CAP)to help address the local threat of climate change by reducing greenhouse gas (GING) emissions and lowering Chula Vista's vulnerability to expected climate change impacts. The CAP includes a strategy to create more energy-efficient buildings by requiring energy-savings retrofits in existing buildings. Benchmarking facilitates building performance reporting and public disclosure,with the goal of creating efficient buildings and the potential for ordinances to conserve energy. To better represent the building stock in the city and to maximize a reduction in greenhouse gas emissions, staff propose to exceed the AB 02 requirements by lowering the threshold to buildings 20,000 square feet and above and to require potential cost-effective upgrades for existing P 12 2021-03-02 Agenda Packet Page 29 of 484 commercial and multi-family properties. Most buildings below 50,000 square feet in Chula Vista are older and less efficient,so there are many opportunities for improvement. This proposed ordinance is designed to meet provisions under AB 802 for a local program exemption, meaning buildings subject to A13802, will no longer be required to report the state, and will instead submit their benchmarking report to the City. Having access to data on Chula Vista buildings in this manner will allow the City to offer tailored programming and assistance to building owners, with the goal of reducing GHG emissions and minimizing climate change impacts. In turn,the City will annually remit benchmarking data in bulk to the California Energy Commission for applicable Chula Vista buildings on their behalf. This proposed ordinance is intended to align with the strategy laid out in the CAP and to increase compliance with AB802,. Parameters include the following: 0 Require commercial buildings 20,000 square feet and above to benchmarkt hHeir energy consumption annually using Energy Star Portfolio Manager 0 Enhance market transparency for building efficiency by making energy performance data available online and requiring buildings to disclose performance to existing and prospective owners and tenants 0 Require low performing buildings to implement cost effective measures to improve their energy performance 0 Require buildings to measurably improve their energy performance over each 5-year period or undertake an audit 0 If the least efficient buildings do not make efficiency progress on their own by the second 5-year deadline, they will be required to make minimum improvements (10-15%) identified as cost- effective in their audit 0 For Multifamily Buildings: • Require one-time prescriptive upgrades inside older multifamily rental units where tenants pay energy bills • Limit audits to buildings with significant owner-paid energy use • Gradually phase-in requirements to give the affected buildings,energy performance industry and City staff time to build capacity • Allow flexibility for buildings to take different paths to efficiency and exemptions for buildings that are already relatively efficient • Avoid requiring upgrades that are not cost-effective Some of'the key benefits of this ordinance include reducing GHG emissions in Chula Vista, lowering the carbon footprint of existing multi-family and commercial buildings, helping building owners save money through cost-effective efficiency measures and improving the quality of Chula Vista's building stock. Additional benefits include helping building owners understand and manage their buildings'energy use and educating tenants and real estate professionals about building energy performance. Not all currently required buildings in Chula Vista have been reporting to the state since AB o2 was enacted and with this ordinance, staff will be able to provide assistance with benchmarking and create educational opportunities on the process. Having a local benchmarking ordinance will increase the compliance with the P 13 2021-03-02 Agenda Packet Page 30 of 484 state's requirements. The proposed benchmarking ordinance targets building owners versus the tenants of those buildings, as owners are the ones making decisions on larger building systems like HVAC, insulation and lighting. Since buildings, are one of the largest sources of a city's carbon emissions, similar ordinances have been adopted by at least 30 cities in the United States with the intent to mitigate and reduce emissions and a few are shown in table 1 below: Table 1: Other cities that have adopted a benchmarking ordinance Minimum Covers Min.�B,uil�ding �B,ench- Publ�ic Performa Multifamily Size(sqfflmarking �Discl�osure Audit�Req. nce Sfandard Berkeley,, CA 2015 V none J V ✓ Salt Lake City, UT 2017 25,000 1/ V V Edina,MN 2019 S( 25,000 V V I/ Reno, NV 2019 V 30,000 V V V Boulder, CO 2015 V 10,000 V V I/ V Los Angeles CA 2015 V 20,000 V V I/ Washington DC 20 12, V 10,000 V V V V 2018 San Jose, CA 2018 V 20,000 V V I/ =90� 11 Building Performance Ordinances Building performance ordinances (BPOs) start by getting energy performance information in the hands of building owners and users. This improves market transparency and facilitates management of building energy costs. Buildings that are relatively energy efficient tend to be rewarded when the market can more easily value their lower energy costs. Similarly, for buildings that make steady energy efficiency progress, BPOs strengthen the incentive to improve. On average, buildings that benchmark each year see a steady decline in utility costs and energy consumption of about 2,-3% per year. For less energy efficient buildings that do not experience progress after a few years, of benchmarking, Chula Vista's BPO creates a pathway for implementing energy efficiency improvements that make financial sense. Lower performing buildings that do not meet performance targets by their fifth benchmarking year will be required to conduct energy audits to identify savings opportunities. Following an audit, those building owners are given another 5 years to make minimum improvements identified by the audit that pay for themselves in a reasonable amount of time. In Chula Vista multifamily, commercial and industrial buildings over 20K square feet are emitting 113,000 mtonsCO2e/year. The ordinance is projected to reduce these emissions by 6% after 10 years and 8,%after 15 years. Page 4 2021-03-02 Agenda Packet Page 31 of 484 City of Chula Vista Proposed Multifamfly and Commercial Energy Benchmarking Ordinance The proposed Energy Benchmarking Ordinance requires that buildings 20,000 square feet and above, approximately 47% of the commercial building stock in Chula Vista, benchmark their energy consumption using Energy Star portfolio manager and report to the, City annually. Buildings would be required to meet a threshold and if they do not perform, they will be required to conduct an audit and implement energy efficiency improvements by year 10 of benchmarking. Commei U l ung St�oc,k Types 'in Cliula Ctiuia Vista Commieurdla! Bu'Hding Vista S,toIck vs I. liNniafldlng Requihremeiit Office Buddings andustr�al IBuHdire gs RetaH Buddings, m'"F'o t a ii IRequnit ed to benchnnark P 5 2021-03-02 Agenda Packet Page 32 of 484 Table 2: Proposed Requirements � �I Il��1�� l I NDN�I Ben6mark(Compare ever used to All Su�bmit ene,rgy data Annually from similar buildings in similar climates), 20,22 Provide benchmarking DiScIose(Report,consumption and Energy All report to current and Starting 2022 Star data to the city of Chula Vista) prospective owners and tenants BuildIings,,with ENERGY STAR score,below 801 Conduct an ASH RAE that do not meet IPerformance Targets after Level I Audit Every 5 years Audit(Conduct a study of building 5 years of benchmarking(1,0-3 0%energy use (including Retro- starting 2023 systerns to identify issues) reduction) commissioning where i appropriate) Apply cost-effective Improve(Based on the audit,apply Buildings with ENERGY STAR score Ibelow 65 measures identified in Every 10 years, improvements that are cost-effective with that do not�meet Minimum Improvement the audit in order to beginning 2028 a minimum 110,11), requirements after 10 yearsof benchmarking reduce energy ('10-15%energy use reduction) consumption Improvement Targets of the proposed Chula Vista Multifamily and Commercial Energy Benchmarking Ordinance The following performance targets aim to help those older buildings that have outdated equipment or less efficient insulation,windows and lights. By tracking the energy consumption,owners can assess what would be most convenient for them to choose to improve their performance. In these instances,the building owner will consider cost effectiveness and return on investment (1101) compared to utility costs. For example, a building that scores between 0 and 45 points tells us that either the operator made a mistake inputting the information on the ENERGY STAR website,or that the building is old and has outdated equipment that needs to be tuned up or replaced. By learning what the performance is and the possible ways to improve it, a building owner becomes aware and will improve the issues keeping in mind return on investment compared to current energy bills. P �3ge 6 2021-03-02 Agenda Packet Page 33 of 484 Base1ine Year ENE�RGY STAR Score EUI Improvemenf Targef (Energy (For the commercial and Use per Square Foof) Multifamily Buildings) 0-45 30% 46- 65 20eno 66-79 10°70 IIIIIIIIIIIIIIIII������������ - Benefits of implementation of the proposed ordinance Benchmarking has a wide range of benefits,including the following: • Building owners can save money through cost-effective efficiency measures and benchmarking can help building owners to better understand and manage their,buildings'energy use. • Being able to measure building energy consumption against similar buildings and against their own history helps building operators make more informed decisions. • Education of tenants and real estate professionals about building energy performance because of the increase in property values of a more energy,efficient building • Allow owners to market buildings in compliance as efficient and high performing. • Improve the quality of Chula Vista's commercial building stock • Reduce greenhouse emissions and help inform future energy programs and services by staff which is in line with the 2017 Climate Action Plan. • City staff will be able to help building owners take advantage of rebates and incentives and will provide feedback on what building owners could be doing to improve their building's performance. Exemptions These proposed energy efficiency requirements will affect about 47% of multifamily and commercial buildings are an effort to bring existing buildings closer to the energy efficiency of current energy code for new buildings, keeping in mind that all new commercial buildings will be required to install photovoltaic panels by year 20,30, per California energy code. The required updates are cost effective energy efficiency measures that have been adopted by other cities and have been widely available for years. The ordinance requirements will serve to building owners and staff as a tool to improve the energy efficiency of buildings in the City reducing carbon emissions and boosting building values. The Owner may receive an exemption from filing a Benchmarking Report for a reporting year, subject to Conservation Section approval, by submitting evidence in accordance with guidelines set forth by the Conservation Section that any of the following conditions apply: Page 7 2021-03-02 Agenda Packet Page 34 of 484 • The entire Property did not have a Certificate of Occupancy or Temporary Certificate of Occupancy for at least half of the year required to be Benchmarked. • The entire Property was not occupied, due to renovation, for at least half of the year to be Benchmarked. • A demolition permit for the entire Property has been issued and demolition work has commenced. • The Property did not receive Energy or water services for at least half of calendar year required to be Benchmarked. • The Property is in Financial Distress. • Disclosure of the Property Energy usage data would result in the release of proprietary information that can be characterized as a trade secret or would otherwise violate a customer's right to privacy under the California Constitution or other applicable law. COVID-19 And impacts on the proposed ordinance COVID-,19 has impacted the commercial building stock and City staff'plan,s to take this in consideration when establishing a baseline year and will follow State recommendations. In addition, City staff is open to any Council recommendation regarding COVID 19 and the impact on the commercial buildings. City staff recognizes the struggles all businesses are experiencing during this time and wants to help building owners and businesses lower their operating costs without burdening them with additional requirements. However, it is important to lower carbon emissions in the City and implement the Council-approved Climate Action Plan. Next Steps Once City Council adopts the Multifamily and Commercial Energy Benchmarking Ordinance,staff will submit the ordinance for approval by the California Energy Commission (CEC . City staff will also begin working on outreach and education and will create an associated website to house this information. Staff will assist building owners with their ENERGY STAR account set up,as needed. Buildings will have to be benchmarked and must report to the City each year starting in 2022. DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently,the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal. Govt Code§87100,et seq.). Staff is not independently aware,and has not been informed by any City Council member,of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Based on the number of buildings that would be covered under this ordinance and the amount of time needed to assist with benchmarking disclosure and to implement outreach and education to the building owners,this is estimated to cost approximately$89,000 annually. Depending on timing of implementation P 18 2021-03-02 Agenda Packet Page 35 of 484 during the remainder of'this fiscal year,we estimate roughly half that amount, or$44,50�0,would impact the current fiscal year budget and would be covered by the general fund. ONGOING FISCAL IMPACT Staff will prepare, a fee study and will track the ongoing fiscal impact in order to create a proposed annual benchmarking fee which would cover the implementation costs. The fee will be subject to adjustment annually based on full cost recovery. Preliminary analysis estimates the fee level to be approximately$110 per property. This fee will cover administrative costs like assistance with reporting, education of building owners and trainings and will offset the general fund impact. This expected fee amount is minimal compared to the size and value of the building. Buildings will gain conspicuous utility savings over time that will surpass the fee charged by the City. Other cities like Berkeley and Los Angeles charge an administrative fee. ATTACHMENT'S 1) Conservation and Energy Benchmarking Ordinance 2) Conservation and Energy Benchmarking Ordinance Summary 3) Conservation and Energy Benchmarking Ordinance Overview 4) Memo- Cost Effectiveness of Audits and Retro-Commissioning Staff Contact: Coleen Wisniewski, Economic Development Department P �3ge 9 2021-03-02 Agenda Packet Page 36 of 484 SECOND READING AND ADOPTION ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHAPTER 15.26 OF TME CHULA VISTA MUNICIPAL CODE TO ESTABLISH ENERGY BENCHMARKING AND CONSERVATION REQUIREMENTS FOR MULTIFAMILY AND COMMERCIAL BUILDINGS WHEREAS, City Council directed staff to convene a Climate Change Working Group (CSC WG) to develop recommendations to reduce the community's greenhouse gas emissions; and WHEREAS, the CCWG recommended twelve climate protection measures, including requiring energy-savings retrofits in existing buildings at a specific point in time, which were included in the 2017 Climate Action Plan; and WHEREAS, as a component of the 2017 Climate Action Plan, staff proposed developing a residential and commercial energy conservation ordinance for City Council consideration; and WHEREAS, on September 26, 2017, City Council adopted the 2017 Climate Action Plan and directed staff to implement the measures based on funding levels; and WHEREAS, through its 2017 Climate Action Plan, the City committed to reducing greenhouse gas emissions to 15%below 2005 levels by 2020 and 55%below 2005 levels by 2030; and WHEREAS, through its 2016 Greenhouse Gas Inventory, approved May 26, 2020, the City's 2016 emissions were 12%below 2005 levels; and WHEREAS,, the State of California passed Assembly Bill 802 in 2015, codified in California Public Resources Code section 25402.10; establishing annual energy benchmarking requirements for certain buildings larger than 50,000 sqft and creating a path for building owners to access whole building data from utilities under certain conditions; and WHEREAS California Code of Regulations Title 20 Division 2 Chapter 4 Article 9 Section 1.684 (3) established an exemption for properties that benchmark under local benchmarking programs meeting the requirements of Section 1684 (b) WHEREAS, staff is presenting to Council an ordinance amending Chapter 15.26 of the Municipal Code and adding Section 15.26.050 requiring multifamily and nonresidential buildings of at least 20,000 square feet to annually benchmark energy use, disclose energy performance information and periodically undertake audits or energy upgrades; and 2021-03-02 Agenda Packet Page 37 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 2 WHEREAS, California Code of Regulations, Title 24, Part 1, Sections 10-106 and 10- I 10, establish a process for local governments to apply to the CEC for a determination that a locally adopted building energy efficiency standard meets the requirements of Public Resources Code Section 25402.1(h),(2)- and WHEREAS, Pursuant to Sections 17958 and 18941 of the Health and Safety Code, before making any modifications to the California Building Standards Code, the City must make an express finding that such modifications are reasonably necessary because of local climatic, geologic or topographical conditions. Modifications tothe Califomia Building Standards and Building Energy Efficiency Standards, as detailed in this Ordinance, are reasonably necessary due to local climatic conditions. As a result of high summer ambient temperatures and periods of heat waves, average load demand and peak load demand of energy used in Chula Vista is an important factor conceming public safety and adverse economic impacts of power outages or power reductions. Reduction of total and peak energy use, as a result of incremental energy conservation measures required by this Ordinance, will have local and regional benefits in the cost-effective reduction of energy costs for the building owner, additional available system energy capacity, and a reduction in greenhouse gas emissions; and WHEREAS, the City affirms that the requirements below will require buildings to be designed to consume no more energy than permitted by California Building Code; and WHEREAS, this Ordinance is intended to preserve and enhance the environment of the City of Chula Vista and is not subject to the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the CEQA Guidelines, because there is no possibility that the ordinance may have a significant negative impact on the environment. The proposed ordinance is exempt from the requirements of CEQA pursuant to Section 15308 of the CEQA Guidelines, which exempts actions taken by regulatory agencies for the enhancement and protection of the environment; and NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista hereby adopts this resolution and directs staff to prepare and present for City Council consideration proposed local amendments to future versions of California Energy Code requiring increased local energy efficiency standards, and the necessary future cost- effectiveness studies,, consistent with this resolution. NOW THEREFORE the City Council of the City of Chula Vista does ordain as follows: Section 1. Chapter 15.26 of the Chula Vista Municipal Code is hereby amended by addition of the sections 15.26.050 as follows: 15.26.050 Mandatory Benchmarking and Conservation Requirements for Multifamily and Commercial Buildings 2021-03-02 Agenda Packet Page 38 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 3 A. Purpose and Intent. It is the purpose and intent of this section to promote ongoing energy conservati on in buildings in order to reduce G emissions resulting from energy consumption. B. Applicabilit . This section a plies to Properties within the City of Chula Vista with a Y p Gross Floor Area of at least 20,000 square feet, and having either(i) no residential utility accounts, or(ii) five or more active utility accounts of one utility type, at least one of which is residential. An overview of the applicability of select ordinance requirements appears in Table 15.26.050(B)below. 'Table 15.26.050(B) Applicability Overview Section Nonresidential Multifamily Properties Properties Benchmarking Requirements Applies Applies Section 15.26.050(D) Direct Disclosure and Public Disclosure Requirements Applies Applies Section 15.26.050(E) Conservation Requirements Applies to Properties with Section 15.26.050(F) (1-4, 7Applies , 8) Significant Common Load Minimum Improvement Reirements Applies Applies to Properties with qu Section 15.26.050(F) (5) Significant Common Load Applies to buildings,constructed Multifamily Prescriptive Upgrades before 2006 for rental tenant spaces Section 15.26.050(F)(6) Not Applicable where utility costs are borne by tenant Compliance Schedule,Records Maintenance, and Failure to Comply Applies Applies Sections 15.26.050 (G),, (H) and(1) EXEMPTIONS: Properties owned by any of the following are exempt from Section 15.25.050: (a) the County of San Diego; (b)the State of California; (caw the United States of America; (d)the Metropolitan Transit Service; or (e) the Chula Vista and Sweetwater School Districts. 2021-03-02 Agenda Packet Page 39 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 4 C. Dqfinit ions. For purposes of this Section, the following terms shall have the following meanings: "Audit Template" means the U.S. Department of Energy's (DOE), online application for entering, validating and submitting data generated by an American Society of Heating Refrigerating and Air-Conditioning Engineers (""ASHRA "" 211 audit and Retro- Commissioning, located at "Base Building Systems" means the systems and subsystems of a building that use or distribute Energy or water or impact the Energy or water consumption, including the building envelope; the heating, ventilating and air conditioning (HVAC) systems; air conveying systems; electrical and lighting systems; domestic hot water systems; water distribution systems; plumbing fixtures and other water-using equipment; and landscape irrigation systems and water features. Base Building Systems shall not include: 1. Systems or subsystems owned by a tenant or for which a tenant bears full maintenance responsibility, that are within the tenant's leased space and exclusively serve such leased space, and for which the tenant pays all the Energy and water bills according to usage and demand as measured by a meter or sub-meter; 2. Systems or subsystems owned by a residential unit Owner that exclusively serve the residential unit of that Owner; 3. Systems or subsystems that operate industrial applications such as manufacturing. "Baseline Year" means a Covered Property's first year submitting a Benchmarking Report pursuant to this section or CA Assembly Bill 802 if applicable, or, the most recent year a Covered Property was subject to the Conservation Requirements, whichever is later. "Benchmark"means to complete and electronically submit the Chula Vista Benchmarking Report via ENERGY STAR Portfolio Manager. "Benchmarking Report" The report generated by ENERGY STAR Portfolio Manager when a completed Chula Vista Benchmarking Report is submitted to the City, including both the information required to be input into ENERGY STAR Portfolio Manager and the information generated by ENERGY STAR Portfolio Manager. "Conservation Section" means the City of Chula Vista's Office of Sustainability Conservation Section. "Covered Property" means a Property that meets the applicability requirements of this section. 2021-03-02 Agenda Packet Page 4,0 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 5 "Energy" means electricity, natural gas, steam, heating oil, or other products sold by a utility to a customer of a building, or renewable on-site electricity generation, for purposes of providing heat, cooling, lighting, water heating, or for powering or fueling other end-uses in the building and related facilities. "Ener y Audit" means systematic evaluation to identify potential modifications and 9, improvements to a building's equipment and systems which utilize energy in order to optimize a building's overall energy performance. "EUI" or"Energy Use Intensity" means the Energy consumed per square foot of a building per year, as calculated by ENERGY STAR.9 Portfolio Manager g by dividing the total Energy consumed by the building in one (1) year (measured in kBtu or GJ) by the total Gross Floor Area of the building. "EUI-EVN" or"Weather-normalized Energy Use Intensity" means the weather- normalized Energy consumed per square foot of a building per year, as calculated by ENERGY STAR Portfolio Manager by dividing the total weather normalized Energy consumed by the building in one (1) year(measured in kBtu or GJ)by the total Gross Floor Area of the building. "ENERGY STAR Certified" means a building which has earned an ENERGY STAR9 Score of 75 or higher, indicating that it performs better than at least seventy-five percent (75%) of similar buildings nationwide and completed an ENERGY STAR Certification application and received EPA approval. "ENERGY STAR Portfolio Manager" means the U.S. Environmental Protection Agency's (EPA) online application for measuring, tracking, and managing a building's Energy, water and greenhouse gas emission data and benchmarking it's performance, located at https-://www.energys,t,ar.gov/. "ENERGY STAR Score" means a number ranging from I to 100 assigned by the EPA's ENERGY STAR Portfolio Manager as a measurement of a building's Energy efficiency, normalized for a building's characteristics, operations, and weather, according to methods established by US EPA's ENERGY STAR 9 Portfolio Manager. "Financial Distress"means a Property that: 1. Had arrears of property taxes or water or wastewater charges that resulted in the Property's inclusion, within the prior two (2) years, on the City's annual tax lien sale list; or 2. Has a court appointed receiver in control of the asset due to financial distress; or 3. Is owned by a financial institution through default by the borrower; or 2021-03-02 Agenda Packet Page 4,1 of 484 Draft multifamily and Commercial Benchmarking and Conservation Ordinance Page 4. Has been acquired by a deed in lieu of foreclosure; or 5. Has a senior mortgage subject to a notice of default. "Gross Floor Area" or"GFA" means the total number of square feet measured between. the principal exterior surfaces of enclosing fixed walls. This includes all fully enclosed space within areas inside the outside surfaces of the exterior walls of the buildings) including lobbies, tenant areas (occupied and unoccupied), common areas, meeting rooms, offices, break rooms, atriums (count the base level only), restroorns, elevator shafts, stairwells, mechanical equipment areas, basements, storage rooms, mechanical space such as boiler rooms, elevator shaft, hallways, stairwells, and connecting corridors between buildings. This does not include exterior spaces, balconies, patios, exterior loading docks, driveways, covered walkways, outdoor play courts (tennis, basketball, etc.), parking, open-air stairwells, breezeways, interstitial plenum space between floors (which house pipes and ventilation), or crawl spaces. "High.Performance Building's A Property that submitted a Benchmarking Report for its most recent benchmarking compliance deadline and either(i) achieved a Verified ENERGY STAN Score of 80 or greater or (ii) achieved ENERGY STAR. Certification, or (iii) achieved LEER Existing Building Certification for three (3) of five (5) preceding years. "Industrial Occupancy's means any building or portion thereof classified under occupancy groups F 1 and F-2 ("Factory and Industrial") or H 1, H-2, H , H-4, and H-5 ("Nigh Hazard") under Califomia Code of Regulations Title 24 Section 302 (2016) as amended. "MasterMetering" or"Master Metered" means measuring a buildings electricity or gas consumption for the purposes of utility billing from multiple tenant units together, rather than using individual meters or sub-meters for each dwelling units. "Mechanical Equipment"means centralized building systems or devices, that are fixed i a location for uses associated with structures, and relating to water use, drainage, heating, ventilating,atirg, air conditioning, and similar purposes. "Multifamily Property" means a residential Property that contains five (5) or more Multifamily levelling Units. "Nonresidential property"means a Property or part thereof used for purposes other than human habitation. "Owner"'An individual, individuals, or entity possessing title to a Property, the board of directors, or managing partners in the case of a cooperative apartment corporation, association, or partnership, or a master tenant in a triple net lease arrangement, or the authorized representative thereof. 2021-03-02 Agenda Packet Page 42 of 484 Draft multifamily and Commercial Benchmarking and Conservation Ordinance Page "Previous Baseline Year"means a Covered Property's first year submitting Benchmarking Deport pursuant to this section or CA Assembly Bill 802 if applicably, or, the second to last year in which the Covered Property was subject to the Conservation Requirements, whichever is Later. "Property" means any of the following: 1. A single building; 2. A campus of two (2) or more buildings which are owned andd operated by the same party, have a single shared primary function, and consisting of a. Buildings that are behind a common utility meter or served by a common mechanical/electrical system (such as a chilled water loop) which would prevent the Owner from being able to easily determine the Energy use attributable to each of the individual buildings; and/or b. Buildings or parts of buildings that have an individual. Gross Floor Area of less than 20,000 square feet. "Metro-Commissioning" means a systematic process for optimizing existing systems relating to building performance through the identification and correction of deficiencies in such systems. "Significant Common Load"means a multifamily residential with Master Metering, Mechanical Equipment or veers the total non-retable portion of the Gross Floor area is 10,000 square Feet or more. "Site EUI(Energy Use Intensity)" means the Site Energy Use divided by the property's Gross Floor.Area as calculated by ENERGY STAR9 Portfolio Managerg. "Site Energy Use" means the total amount of all the energy a property consumes on-site, regardless of the source, as calculated by ENERGY STAR(t Portfolio Managerk. It includes energy purchased from the grid or in bulk (which are the amounts on utility bills), as well as renewable energy generated and consumed ori-site such as from solar and wind (excess renewable energy generate on-site and sold to the utility is excluded from site energy use). "Source QUI Energy Use Intensity)" means the Source Energy Use divided by the property's Gross Floor Area as calculated by ENERGY STAR9 Portfolio Managerg. "Source Energy Use" means the total amount of raw fuel that is rewired to operate a property, as calculated by ENERGY STAR9 Portfolio Managerg. In addition to what the property consumes on-site, Source Energy Use includes losses that take place during generation, transmission, and distribution of the energy. 2021-03-02 Agenda Packet Pale 4 of 484 Draft multifamily and Commercial Benchmarking and Conservation ordinance Page "Verified ENERGY STAFF. Score" means an ENERGY STAR Score based on data that has been verified by a Professional Engineer (PE) or Registered Architect (ISE). D. Benchmarking.requirements. Owner shall Benchmark in accordance with the following on or before the compliance deadlines specified in Section 15.26.050(G)(1): (1) Establish an ENERGY STAR Portfolio Manager account (if owner has not already done so), add Covered Properties completing all required fields (if Owner has not already done so), and maintain current all required.fields. (2) Annually collect data, according to the schedule set forth in Section 1 .2 .00(F)(1)(a) related to the property's total energy usage for the entire prior calendar year in accordance to the latest guidance under Building Energy Use Data Access, Benchmarking, and Public Disclosure Regulations, California Code of regulations, Title 20, Division 2, Chapter 4, Article 9, Section 1.680, and following, including, but not limited to, those related to obtaining customer consent. (3) Annually submit an energy benchmarking to the Conservation Section report according to the schedule set forth in Section 15.2 .050(F)(1)(a). The energy benchmarking report shall be generated using ENERGY STAR Portfolio by responding to the Conservation Section's designated Data Request for the appropriate compliance year. (4) Benchmarking reports shall at minimum include the following: a. Descriptive Information. Basic descriptive information to track and report a property's compliance with this Chapter, including, but not limited_to, the property address(es), Gross Floor Area, property type, year(s)built, and the individual or entity responsible for the Benchmarking report; and. b. Energy Information. Information necessary to Benchmark Energy usage shall be determined by the Conservation Section and shall include, at a minimum, the following information and derivatives thereof: i. The ENERGY STAT.Portfolio Manager ENERGY STAR Score for the property, and ENERGY STAR certification status, where available; and ii. The weather-normalized Site and Source Energy Use (kBTU) and Energy Intensity(ELI) per unit area per year (kBTU per square footper year) for the property; and 2021-03-02 Agenda Packet Page 44 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 9 iii. The Site and Source Energy Use (kBTU), and Energy Use Intensity(EUI)per unit area per year(k TU per square foot per year) for the property; and iv. The annual carbon dioxide equivalent emissions due to Energy use for the Property as estimated by ENERGY STAR Portfolio Manager-, and v. Monthly and annual Site energy use by energy type and share of energy use supplied by on and off-site renewables. (5) Starting in 2023, Owners may be assessed an annual Benchmarking Filing Fee to recover the costs of implementation, enforcement, administration and infrastructure for this Section. The City Manager may adjust the Benchmarking Filing Fee annually. (6) Owners shall run the Data Quality Checker available within ENERGY STAR Portfolio Manager and shall correct all missing or incorrect information as identified by ENERGY STAR Portfolio Manager prior to submitting the Benchmarking Report to the City. (7) Exemptions from Benchmarking Requirements. a. The Owner may receive an exemption from filing a Benchmarking Report and remitting the Benchmarking Filing Fee for a reporting year, subject to Conservation Section approval, by submitting evidence in accordance with guidelines set forth by the Conservation Section that any of the following conditions apply.- i. The entire Property did not have a Certificate of Occupancy or Temporary Certificate of Occupancy for at least half of the year required to be Benchmarked; or ii. The entire Property was not occupied, due to renovation, for at least half of the year to be Benchmarked; or iii. A demolition permit for the entire Property has been issued and demolition work has commenced; or iv. The Property did not receive Energy or water services for at least half of calendar year required to be Benchmarked; or v. The Property is in Financial Distress; or vi. Disclosure of the Property Energy usage data would result in the release of proprietary information that can be characterized 2021-03-02 Agenda Packet Page 4,5 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 10 as a trade secret or would otherwise violate a customer's right to privacy under the California Constitution or other applicable law. E. Direct Disclosure and Public Disclosure Requirements. Properties shall comply with Sections 15.26.050(E)(I)I, (2), and(3)below. (1) Direct Disclosure of Benchmarking Report. Owners shall provide a web link or hard copy to their most recent Benchmarking Report to: a. Existing tenants and current owners with an interest of 5% or more, within 90 days of annual Benchmarking compliance deadline. b. Prospective buyers prior to close of sale and prospective tenants prior to lease signing or lease renewal. (2) Direct Disclosure of Audit and Retro-Commissioning Reports. Owners shall provide Energy Audit and Retro-commissioning Reports produced for compliance with Section 15.2 .050(P)(4 , if applicable, to all existing residential and nonresidential tenants within 90 days of the Conservation compliance deadline. Owners shall confer with any nonresidential tenants that pay utility costs, identifying energy efficiency investment opportunities and assessing the potential for mutually beneficial co-investment arrangements in accordance with procedures established by Conservation Section within 180 days of the Conservation compliance deadline. (3) Public Disclosure. The City will make data public. a. The Conservation Section shall make the following it available to the public on the intemet, as reported by Owners, and update the it at least annually: i. Summary statistics on overall compliance with Section; and ii. Summary statistics on overall energy consumption of Covered Properties subject to this Section derived from annual benchmarking reports; and iii. For each,building subject to this Section-. iv. Address and property use type(s); and v. Annual summary statistics derived from the submitted benchmarking report, including all information required under Section 15.26.050(D)(4). 2021-03-02 Agenda Packet Page 4,6 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 11 b. Exemption. Properties with more than half of Gross Floor Area used for Industrial Occupancy are exempt from the Public Disclosure requirements (Section 15.26.050(E)(3)). F. Conservation Requirements. Conservation Requirements apply according to the compliance deadlines specified in Section 15.26.050(G). Properties meeting the requirements for a High Performing Building (Section 15.26.050(C)) are exempt from all requirements in Section 15.26.050(F). (1) Multifamily properties are subject to the Multifamily Prescriptive Measure requirements (Section 15.26.050(F)(6))by their first five (5) year Conservation Requirement deadline. In addition, multifamily properties with Significant Common Load must meet either the Performance Targets (Section 15.26.050(F)(3)), or, the Audit Requirement (Section 15.26.050(F)(4)) and Minimum Improvement requirement(Section 15.26.050(F)(5)). (2) Non-residential must meet either the Performance Targets (Section 15.26.050(F)(3)), or, the Audit Requirement (Section 15.26.050(F)(4)) and Minimum Improvement requirement (Section 15.26.050(F)(5)). (3) Performance Targets. Every five (5) years demonstrate that: a. Property has decreased its Site EUI-"by at least the Improvement Target in Table 15.26.050(F)(3)(a)below from Baseline Year; Table 15.26.050(F)(3)(a) Baseline Year ENERGY Improvement Target STAR Score 0-45 30% 4,6-65 20% 66-79 10% 80+ None b. Or if Property was not eligible for an ENERY STAR Score in the baseline year, Property has reduced its weather-normalized Site EUI by at least the Improvement Target in Table 15.26.050(F)(3)(b) below from Baseline Year. Table 15.26.050(F)(3)(b) Baseline Year Site EUI-WN improvement Target (kBTU/sf/year) 2021-03-02 Agenda Packet Page 47 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 12 0+ 0% 51-1 0 19-50 10 0-18 None c. Fables 15.26. 5 (F)( )(a) and 15.2 . 50(F)( )(b) shall be updated periodically by the Conservation Section subject to City Council approval. (4) Audit Requirement. Every five (5) yearn an Energy Audit and Retro- Commissioning shall bre performed in accordance with the following specifications. a. Energy Audit and Retro-Commissioning Specifications i. Audit Type. A Level 1, or greater, Energy Audit in conformance with the current ASHRAE Standard 211 "Commercial Building Energy Audits"' at the time the Audit is initiated. Before Owners choose an ASHRAE Level 1 Energy Audit they must obtain also obtain a quote for a more extensive audit and discuss the additional. value with the audit provider. Owner's shall document fulfillment of this requirement as specified by the Conservation Section. . Retro-Commissioning. Retro-commissioning requirements shall e performed in accordance with industry standard practices, including current A SHRAE Guideline 0.2 "Commissioning Process for Existing Systems and Assemblies" at the time the Retro-Commissioning g is initiated.. 1. Applicability. Retro-commissioning requirements shall apply to properties that meet all of the following: a. At least 50,000 square feet of conditioned space; b. Existing Mechanical Equipment; c. Digital controls in place that are reparable or i good working order in the opinion of the auditor. 2. Exemption. Properties that have experienced major changes in operations during prior six months or have planed to make major changes in the following year. 3. The Retro-Commissioning of the Base Building Systems shall include, at minimum, the following: 2021-03-02 Agenda Packet Page 4 of 484 Draft Multifamily and Commercial Benchmarking and Conservation ordinance Page 13 a. Heating, ventilation, air conditioning (HVAC) systems and controls; and b. Indoor lighting systems and controls; and c. Water heating systems and d. Renewable energy systems. iii. Audit Professional Qualifications. Audits shall be signed and performed directly by or under the direct supervision of, an individual whose job duties do not regularly occur at the Property and who has two or more years of auditing experience and possesses one or more of the certifications specified in Table 1 .26.050(F)(4)(v) or other qualifying certifications as specified b the Conservation Section. iv. Retro-Commissioning Professional Qualifications. Retro- Commissioning shall be performed directly by or under the direct supervision of, an individual whose job duties do not regularly occur at the Property and who has two or more years of auditing experience and possesses one or more of the certifications ons specified in Table 1 .2 .00(F)(4 (v) or other qualifying certifications as specified by the Conservation Section. v. Qualifying Professional Certifications.. Table 15.26.050 F) 4)(v) Qualifying Professional Certifications Professional Qualifying Certification Type Energy Audit 1. An accredited certification that has been designated a or Retro- "Fetter Buildings Recognized Program" by the DOE Commissioning meeting the criteria set forth in the Better Buildings Professional Workforce Guidelines (BBWG), for Building Energy (any listed) .Auditors or Energy Managers 2, A Professional Engineer(PE) registered in the State of California Energy Audit 1. Certified Energy Auditor(CEA) or Certified Energy Professional Manager(CEM), issued by the.Association of Energy (any listed) Engineers (AEE) 2. Certified Facilities Manager(CFM), issued by the International Facility Management Association (IFMA) 3. System Maintenance Administrator(SMA) or System Maintenance Technician(SMT), issued by Building Owners and Ma na ers Institute (BOMI)International. 2021-03-02 Agenda Packet Page 4 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 14 4. High Performance Building Design Professional (HBPD) or Building Energy Assessment Professional (BEAP), issued by the American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE) 5. For Audits of multifamily residential properties only, a Multifamily Building Analyst(MFBA),issued by the Building Performance Institute(BPI) Retro- 1. Certified Commissioning Professional(CCP), issued Commissioning by the Building Commissioning Association(BCA) Professional 2. Certified Commissioning Authority(CxA)or (any listed) Certified Commissioning Technician(CxT), issued by the AABC Commissioning Group (ACG) 3. Certified Building Commissioning Professional (CBCP) or Existing Building Commissioning Professional(EBCP), issued by the Association of Energy Engineers (AEE) 4. Certified Professional certified by the National Environmental Balancing Bureau(NEBB) 5. Commissioning Process Management Professional (CPMP), issued by American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE) 6. Accredited Commissioning Process Authority Professional(ACPAP) approved by the University of Wisconsin vi. Energy Audit and Retro-Commissioning Report. A report (or reports) of the Energy Audit and Retro-Commissioning (where applicable), completed and signed by a qualified Audit Professional and qualified Retro-Commissioning Professional, shall be submitted electronically to the Conservation Section via the Conservation Section's designated Audit Report Template, or via other means as specified by the Conservation Section. Completed Reports shall include all items designated as required, including but not limited to the following: 1. The date(s) that the Energy Audit and Retro- Commissioning (if applicable)were performed; and 2. Identifying information on the auditor provider (and Retro- Commissioning provider if applicable); and 3. Information on the base building systems and equipment; and 2021-03-02 Agenda Packet Page 50 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 15 4. A list of retrofit measures available to the Owner that can reduce energy use, and/or cost of operating the Property including: a. costs of each measure; and b. an estimate of the energy and operating cost savings associated with each measure; and c. simple payback of each measure; and d. identification of at least 2 contractors able to perform measure. 5. Identification or recommendation of measures applicable to tenant-controlled spaces, including estimates for energy and operating savings for all affected tenants', and 6. Identification or recommendation of measures needed to meet applicable Performance Targets; and 7. Identification or recommendation of measures needed to meet Minimum Improvement, if applicable. 8. Identification of all rebate, incentive and financing programs available to property and/or in association with specific measures; and 9. If applicable, a list of all the Retro-Commissioning process activities undertaken and retro commissioning measures completed; and 10. A list of all retrofit measures taken (if applicable); and 11. Functional performance testing reports (if applicable); and 12. Operational training conducted (if applicable); and 13. Attestation that an ASHRAE level 2 Energy Audit and(if applicable) ASHRAE 0.2 Retro-Commissioning process were conducted. (5) Minimum Improvement. Every ten (10) years properties must demonstrate that: 2021-03-02 Agenda Packet Pale 51 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 16 a. Property has decreased its Site EIU-WN by at least the Mandatory Minimum Improvement in Table 15.26.050(F)(5)(a) below from the Previous Baseline Year-, Table 15.26.050(F)(5)(a) Baseline Year ENERGY Mandatory Minimum STAR Score Improvement 0-45 15% 46-65 10% 66-79 None 80+ None b. Or, if Property was not eligible for an ENERY STAR Score in the Previous Baseline Year, Property has decreased its Site EIU-WN by at least the Mandatory Minimum Improvement in Table 15.26.050(F)(5)(b) below from the Previous Baseline Year. Table 15.26.050(F)(5)(b) Baseline Year Site EUI-WN Mandatory Minimum (kBTU/sf/year) Improvement 80+ 15% 51-79 10% 19-50 None 0-18 None c. Tables 15.26.050(F)(5)(a) and 15.26.050(F)(5)(b) shall be updated periodically by the Conservation Section subject to City Council, approval. d. Exemption: Owners are not required to complete retrofit measures identified or recommended in the most recent audit report for meeting the Minimum Improvement(per Section 15.26.050(F)(4)(a)(vi)(7)) if those measures have a simple payback greater than 13 years, or have a payback period that exceeds the expected useful life of the retrofit measure. If all measures identified per Section 15.26.050(F)(4)(a)(vi)(7)having a simple payback of 13 years or less, and having an expected useful life that is longer than the payback period, are completed, the Mandatory Minimum Improvement percentage in Table 15.26.050(F)(5)(a) or Table 15.26.050(F)(5)(b), as applicable, is waived. (6) Multifamily Prescriptive Measures. Multifamily Residential. Properties constructed prior to 2006 must perform the minimum number of measures 2021-03-02 Agenda Packet Page 52 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 17 required in Table 15.25.050(F)(6)(a) within all tenant spaces where utility costs are borne by tenants. Owners may choose any applicable measures from Table 15.25.050(F)(6)(b). Measures already in place shall count toward satisfying the minimum number of measures. Where a measure is not applicable it shall count toward satisfying the minimum number of measures. Table 15.26.050(F)(6)(a) Year Built Climate Zone 7 Climate Zone 10 Pre-1978 Choose four(4) Measures Choose five (5) Measures 1978-1991 Choose three (3) Measures, 1992-2005 Choose two (2) Measures Table 15.26.050(F)(6)(b) Measure Name Description R-38 Attic Add attic insulation in buildings with vented attic spaces to meet Insulation R-38. Air Sealing Apply air sealing practices throughout all accessible areas of the unit. All joints, penetrations and other openings in the building envelope that are potential sources of air leakage shall be caulked, gasketed, weather stripped, or otherwise sealed to limit infiltration and exfiltration. Buildings constructed before 1992 should be sealed to 7 Air Changes per Hour(ACH), and buildings constructed from 1992-2005 should be sealed to 5 ACH, at 50 Pascals pressure difference. Cool Roof For steep slope roofs, install a roofing product rated by the Cool Roof Rating Council, (CRRC) with an aged solar reflectance of 0.25 or higher and thermal emittance of 0.75 or higher. Duct Sealing Air seal any accessible ductwork to meet the requirements of the 2016 Title 24 Section 150.2(b)I E. Units with one or more vented combustion appliances are STRONGLY RECOMMENDED to have a BPI Combustion Appliance Safety Inspection performed after duct sealing. LED Lighting Replace low performing screw based lighting with high performing lighting per the requirements of Title 24 Section 150.0(k)1.AAG,H and I. 2021-03-02 Agenda Packet Page 53 of 484 Draft Multifamily and Commercial Benchmarking and Conservation ordinance Page 1 Water Pleating water Heater Blanket Add R-6 insulation to the exterior of Package existing residential tank storage water heaters manufactured (if water heater before April 2015. Requirement is waived for water heaters with serves internal tank insulation of at least R-1 6. individual unit) Mot water Pipe Insulation Insulate all accessible hot water pipes with R-3 pipe insulation. Low Flow Fittings Upgrade sink and shower fittings to meet 2016 CALGreen requirements , which require maximum flow rates of 1.8 gallons per minute (gpm) for showerheads and kitchen faucets, and 1.2 gpm for bathroom faucets. Windows Replace existing single pane windows with a dual pane product, which has a U-factor equal to 0.32 or lower and a Solar Heat Gain Coefficient (SHGC) equal to 0.25 or lower. This measure was only evaluated for the pre-1978 vintage, which is assumed to have single-pane, metal-frame windows. Water Heater High Efficiency Heat Pump Water Neater: Laplace natural gas Replacement storage water heater, or, tankless eater heater having an Energy (if water heater Factor of.81 or less, with.Meat Pump Water Heater with. serves Uniform Energy Factor(LIEF) of at least 3.1 (Northwest Energy individual unit) Efficiency Alliance Tier 3 .. -or- High or-Iii h Eniciency Tac kless Water beater: Replace natural gas storage water heater, or, tankless water heater having a Energy Factor of.81 or less, with tankless water beater with a minimum Energy Factor of 0.96. Air Conditioner High Efficiency Air Conditioner er Replace an existing air Replacement conditioner having a SEER rating of 13 or less with an air conditioner of at least 18 SEER. -or- High or-Iii h Eniciency Heat 'urs Replace an existing air conditioner having a SEER rating of 13 or less with a Heat Pump of at least 18 SEER. (7) Amortization of Pass-through Costs. Where lease tens allow owners to pass on the costs of complying with this section to lessees, should owner choose to do so, those costs may not be passed through in bull. instead they shall be amortized as follows. 2021-03-02 Agenda Packet Page 54 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 19 a. Audit Requirement costs shall be amortized over five (5) years. b. Costs of measure implementation shall be amortized over the expected useful life of the measure. (8) Exemptions. The following exemptions apply to the Conservation Requirement: a. The Property has been occupied less than five! (5) years; b. The Property is in Financial Distress; c. A demolition permit for the entire Property has been issued and demolition work has commenced; d. The Property has not previously been subject to the Benchmarking Requirement. G. Compliance Schedule. Compliance deadlines for the requirements of this section detailed in Table 15.26.050(G) below. The Conservation Section may grant an extension of time of up to sixty(60) days to file any submittal required by this Section upon request in writing. The Conservation Section may grant an additional extension up to one hundred eighty(180) days upon an application demonstrating evidence of substantial hardship. Table 15.26.050(G) Comp iance Deadlines Compliance Deadline Section 50,000+ square feet GFA 20,000-49,999 square feet GFA Benchmarking Requirements May 20th of each year March 20th of each year Section 15.26.050 (D) beginning 2022 beginning 2022 Direct Disclosure and Public Disclosure Requirements Beginning September 1, 2022 Beginning September 1, 2022 Section 15.26.050 (E) (1- 2) Conservation Every five (5) years beginning Every five (5) years beginning Requirements 2023 or later according to a 2026 or later according to a Section 15.26.050 (F) (1- schedule to be determined by schedule to be determined by the 4, 7, 8) the Conservation Section Conservation Section Minimum Improvement Every ten (10) years beginning Every ten (10) years beginning in Requirements in the year 2028 or later the year 2031 or later according Section 15.26.050 (F) (5) according to a schedule to be 2021-03-02 Agenda Packet Page 55 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 20 determined by the to a schedule to be determined by Conservation Section the Conservation Section. Multifamily Prescriptive 2023 or later according to a 2023 of later according to a Upgrades schedule to be determined by schedule to be determined by the Section 15.26.050 (F)(6) the Conservation Section Conservation Section H. Record Maintenance. The Owner shall maintain records related to Benchmarking, Audits and Retro-Commissioning, and Efficiency Improvement Measures including, but not limited to, the Energy and water bills and reports or forms received from tenants and/or utilities. Such records shall be preserved for a period of five years. When the Property is sold, copies of the records shall be given to the new Owner. Ownership of the property in Portfolio Manager must also be transferred to the new owner. I. Failure to Comply. It shall be unlawful for any person to violate any provision or to fail to comply with any of the requirements of this section shall be subject to the following remedies and enforcement measures: (1) A Notice of Failure to Comply shall be issued to the Owner specifying the provisions violated and including an order to correct outlining steps necessary to bring Property back under compliance; and (2) On the 60th day following issuance of a Notice of Failure to Comply, the following may be issued. a. Monetary Fines. Monetary fines may be levied up to the amounts shown in Table 15.26.050(l)(2)(a) on a per incident basis depending on Property GFA. Table 15.26.050(1)(2)(a) Maximum Fine Amounts Property Size (square feet) Amount Per Incident 201000-491999 GFA Up to $750 501000-991999 GFA Up to $1,500 1001000+GFA Up to $2,250 b. Public disclosure of non-compliance. (3) Monetary penalties for non-compliance shall.be waived until January 1, 2023. 1 r J. implementation Authority. The City Manager may adopt rules and regulations for the implementation of this section including, without limitation, supplementing the list of qualified measures set forth in table 15.26.050(F)(6)(b) as new energy efficient technologies or materials are developed. 2021-03-02 Agenda Packet Page 56 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 21 Section 11. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid,, unenforceable or unconstitutional. Section 111. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV. Effective Date This ordinance shall take effect on the latter to occur of the following: the 90th day after its final passage, and approval by the California Energy Commission. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as, to form by Eric Crockett Glen R. Googins Director of Economic Development City Attorney 2021-03-02 Agenda Packet Page 57 of 484 City of Chula Vista ORDINANCE NO. ORDINANCE OF THE CITY OF CP1ULA VISTA A Awl IT C- CHAPTER 15.26 OF TIME C LILA VISTA MUNICIPAL CODE To ESTABLISH ENERGY BENCHMARKING AND CONSERVATION REQUIREMENTS FOR MULTIFAMILY AND COMMERCIAL BUILDINGS WHER ASI City Council directed staff to convene a Climate Change Working CroupCSC WG) to develop recommendations to reduce the community"s greenhouse gas emissions; and WHEREAS, the CC WG recommended twelve climate protection measures, including requiring energy-savings retrofits in, existing buildings at a specific point in time, which. were included in the 2017 Climate Action Ilan; and WHEREAS, as a component of the 2017 Climate Action flan, staff proposed developing a residential and commercial. energy conservation ordinance for City Council. consideration; and. WHEREAS, on September 26, 2017, City Council adopted the 2017" Climate Action :Plan. and directed staff to implement the measures based on funding levels; and. WHEREAS, through its 2017 Climate Action Plan, the City committed to reducing greenhouse gas emissions to 15% below 2005 levels by 2020 and 55%below 2005 levels by 2030; and. WHEREAS, through its 2016 Greenhouse Gas Inventory, approved May 26, 2020, the City's 2016 emissions were 12% below 2 05 levels; and WHEREAS, the State of California passed Assembly Bill 802 in 2015, codified in California Public Resources Code section 25402.10- establishing annual energy benchmarking requirements for certain buildings larger than 50,000 sgft and creating a path for building owners to access whole building data from utilities under certain. conditions; and WHEREAS California Code of Regulations Title 20 Division 2 Chapter 4 Article Section 1684 established an exemption for properties that benchmark under local. benchmarking programs meeting the requirements of Section 1684 (b) WHEREAS, staff is presenting to Council an ordinance amending Chapter 15.26 of the Municipal Code and adding Section 15.2 ..o5o requiring multifamily and nonresidential, buildings of at least 20,000 square feet to annually benchmark energy use, disclose energy performance information and periodically undertake audits or energy upgrades; and. 2021-03-02 Agenda Packet Page 58 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 2 WHERE .S, California Code of Regulations, Title 24, Part 1, Sections 1. -1 and 10- 11 e, establish a process for local governments to apply to the CES' for a determination that a locally adopted building energy efficiency standard meets the requirements of Public Resources Code Section 25402.1(h)(2); and WHEREAS, Pursuant to Sections 17958 and 18,941 of the Health and Safety Code, before making any modifications to the California Building Standards Code, the City must make an express finding that such modifications are reasonably necessary because of local. climatic, geologic or topographical conditions. Modifications to the California Building Standards and Building Energy Efficiency Standards, as detailed in this Ordinance, are reasonably necessary due to local climatic conditions. As a result of high summer ambient temperatures and periods of beat waves, average load demand and peak load demand of energy used in Chula Vista is an important factor concerning public safety and adverse economic impacts of power outages or power reductions. Reduction of total and peak energy use, as a result of incremental energy conservation measures required by this Ordinance, will have local and regional.benefits in the cost-effective reduction of energy costs for the building owner, additional available system energy capacity, and a reduction. in greenhouse gas emissions; and WHERE .S, the City affirms that the requirements below will, require buildings to be designed to consume no more energy than permitted by California Building Code; and WHERE .S, this Ordinance is intended to preserve and enhance the environment of the City of Chula Vista and is not subject to the California Environmental Quality Act ( EA pursuant to Section 1,5061(b)(3) of the CTA Guidelines, because there is no possibility that the ordinance may have a significant negative impact on the environment. The proposed ordinance is exempt from the requirements of CEQ pursuant to Section 15308 of the CEQA Guidelines, which exempts actions taken by regulatory agencies for the enhancement and protection of the environment; and NOW, THEREFORE, BE IT RESOLVED that the City Council. of the City of Chula Vista hereby adopts this resolution and directs staff to prepare and present for City Council consideration proposed local amendments to future versions of California Energy Code requiring increased local energy efficiency standards and the necessary future cost- effectiveness studies, consistent with this resolution. NOW THEREFORE the City Council. of the City of Chula Vista does ordain as follows: Section 1. Chapter 15.26 of the Chula Vista Municipal. Code is hereby amended by addition of the sections 15.26.050 as follows: 15.26. 50 Mandatory Benchmarking and Conservation Requirements for Multifamily and Commercial Buildings 2021-03-02 Agenda Packet Page 59 of 484 Kraft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 3 A. Purpose and.Intent. It is the purpose and intent of this section to promote ongoing energy conservation in buildings in order to reduce GHG emissions resulting from energy consumption. B. Appl ca il t . This section applies to Properties within the City of h:ul.a Vista with. a Gross Floor.Area of at least 20,000 square feet, and having either(i) no residential utility accounts, or(ii) five or more active utility accounts of one utility type, at least one of which is residential. An overview of the applicability of select ordinance requirements appears in Table 15.26.050(B) below. Table 1.5.26.050(B) Applicability overview Section Nonresidential. Multifamily Properties Pro ertles Bencbmarking Requirements Applies Applies Section 1 ..2 .o o D) Direct Disclosure and Public Disclosure Requirements Applies Applies Section 1 ..2 .o o(E) Conservation Requirements Applies Applies to Properties with ectlon 1��2 .0 0(F (1-41 , pp Significant Common Load Minimum Improvement lies to Properties with Requirements Applies Pp p Section 1 5.26.05o(F) Significant common load Applies to buildings constructed MultifamilyPrescriptive tive para es Not Applicable before 2006 for rents tenant spaces Section 15.26.050(F)(6) where utility costs are borne b tenant Compliance Schedule, Records Maintenance, and.Failure to Comply Applies Applies Sections 1 .2+ .o o (tom), (H), and(1) EXEMPTIONS:: Properti.es owned by any of the following are exempt from. Section. 15.25.050: (a) the County of San Diego; (b)the State of California, (c) the United States of America; (d)the Metropolitan Transit Service; or (e) the Chula vista and Sweetwater School Districts. 2021-03-02 Agenda Packet Pale 60 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 4 C. Definitions. For purposes of this ► ect on, the following terms shall have the following meanings: "Audit Template"means the U.S. Department of Energy's DOE online application for entering, validating and submitting data generated by an American Society of :eating Refrigerating and.Air-Conditioning Engineers ("ASHRAE") 211 audit and Retro- Commissioning, located at t, s m /bgi �� „c�c� .� crm ne z �g . /. "Base Building Systems" means s the systems and subsystems of a building that use or distribute Energy or eater or impact the Energy or water consumption, including the building envelope; the beating, ventilating and air conditioning (HVAC) systems; air conveying systems; electrical and lighting systems; domestic hot water systems; water distribution systems; p,lumbbi g fixtures and other water-using equipment; and landscape irrigation systems and water features. Base Building Systems shall not include: 1. Systems or subsystems owned by a tenant or for which a tenant bears full maintenance responsibility, that are within,the tenant's leased space and exclusively serve such leased space, and for whish the tenant pays all the Energy g g y a ner an water bills s actor �n to usage an demand as measure meter or sub-meter; 2. Systems or subsystems owned by a residential unit Owner that exclusively serve the residential.unit of that Owner, 3. Systems or subsystems that operate industrial applications such as manufacturing. "Baseline Year" means a Covered Property's first year submitting a Benchmarking Report pursuant to this section. or CA Assembly Bill 02 if applicable, or, the most recent year a Covered.Property was subject to the Conservation Requirements, whichever is later. "Benchmark," nears to complete and electronically submit the Chula"Nista Benchmarking Report via ENERGY STAR Portfolio Manager. "Benchmarking Report" The report generated by ENERGY STAID.Portfolio Manager when. a completed Chula Nista Benchmarking .Report is submitted to the City, including both the information required to be input into ENERGY STAR Portfolio Manager and the information generated by ENERGY STAR Portfolio Manager. "Conservation, Section"means the City of Chula Vista's Office of Sustainability Conservation Section. "Covered Property"means a Property that meets the applicability requirements of this section. 2021-03-02 Agenda Packet Page 61 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page "Energy" means electricity, natural gas, stem...., heating oil., or other products sold by a utility to a customer of a building, or renewable on-site electricity generation, for purposes of providing:heat, cooling, lighting, water heating, or for powering or fueling other end-uses in the building and related facilities.. "Energy Audit" means systematic evaluation to identify potential modifications and improvements to a building's equipment and systems which utilize energy in order to optimize a building's overall energy performance. "EUI" or "Energy Use Intensity" means the Energy consumed per square foot of a building per year, as calculated by ENERGY STAR..9 portfolio Managerg by dividing the total.Energy consumed by the building in one (1) year(measured in kBtu or J) b the total, gross Floor area of the building. "EUI- " or `Weather-nonnnahzed Energy Use Intensity" means the weather- normalized Energy consumed per square foot of a building per year, as calculated by ENERGY STAR Portfolio manager by dividing the total weather:no alined Energy consumed by the building in one (1) year(measured in kBtu or J) by the total dross Floor Area of the building. "ENERGY STARCertified" means a building which has earned an ENERGY STAR Score of 75 or higher, indicating that it performs butter than at least seventy-five percent (75%) of similar buildings nationwide and completed an ENERGY Y STAR.Certification. application and received.EPA approval. "ENERGY STAID.Portfolio Manager"means the U.S. Environmental Protection Agency's (EPS.) online application for measuring, tracking, and managing a building's Energy, water and greenhouse gas emission data and benchmarking it's performance, located at https://www.energystar.gov/. "ENERGY STARScore" means a number ranging franc. 1 to 100 assigned by the EPA's ENERGY STAR.Portfolio Manager as a measurement of a building's Energy efficiency, normalized for a building's characteristics, operations, and weather, according to methods established by US EPA's ENERGY STAR9 Portfolio Manager. "Financial Distress" means a Property that: 1. Had arrears of property taxes or water or wastewater charges that resulted in the property's inclusion, within the prior two (2) years, on the City's annual. tax lien sale list; or 2. Has a court appointed receiver in control of the asset die to financial distress; or 3. Is owned by a financial institution through. default by the borrower; or 2021-03-02 Agenda Packet Page 62 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page . Has been acquired by a deed in lieu of foreclosure, or 5. Has a senior mortgage subject to a-notice of default. "Gross Floor Area" or "GFA' means the total number of square feet measured between the principal exterior surfaces of enclosing fixed walls. This includes all fully enclosed space within areas inside the outside surfaces of the exterior walls of the building(s) including lobbies, tenant areas (occupied and unoccupied), common areas, meeting rooms, offices,break roams, atriums (count the base level only), restrooms, elevator shafts, stairwells, mechanical. equipment areas, basements, storage rooms, mechanical space such as boiler rooms, elevator shaft, hallways, stairwells and connecting corridors betweenbuildings. This does not include exterior spaces, balconies, patios, exterior loading docks, driveways, covered walkways, outdoor play courts (tennis, basketball, etc.), parking, open-air stairwells, breezeways, interstitial plenum spade between floors (which house pipes and ventilation), or crawl spaces. "High Performance Building" A Property that submitted a Benchmarking Report for its most recent benchmarking compliance deadline and either(i) achieved a Verified ENERGY STAR. Score of 80 or greater or(ii) achieved ENERGY STAR Certification, or (iii) achieved LEER Existing Building Certification for three 3 of five 5) preceding years. "Industrial Occupancy" means any building or portion thereof classified under occupancy groups F- and F-2 "Factory and Industrial" or H-1, kl-2, H-3, kl-4, and H-5 "High Hazard" under California Code of Regulations Title 24 Section 302 (2016) as amended. "Master Metering" or"blaster Metered'means measuring a buildings electricity or gas consumption for the purposes of utility billing from multiple tenant units together, rather than using individual meters or sub-meters for each dwelling units, `Mechanical Equipment" means centralized building systems or devices, that are fixed in. a location for uses associated with structures, and relating to water use, drainage, heating, ventilating, air conditioning, and similar purposes. "Multifamily Property" means a residential, Property that contains five 5 or more Multifamily Dwelling Units. `Nonresidential Property"' means a Property or past thereof used for purposes other than :human habitation. "Owner" An individual,, individuals, or entity possessing title to a Property, the board of directors, or managing partners in the case of a cooperative apartment corporation, association., or partnership, or a master tenant in, a triple net lease arrangement, or the authorized representative thereof. 2021-03-02 Agenda Packet Page 63 of 484 Kraft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 7 "Previous Baseline Year"means a Covered Property's first year submitting a Benchmarking Deport pursuant to this section, or CA Assembly Bi.l.l 02 if applicably, or, the second to last year in which the Covered Property was subject to the Conservation. Requirements, whichever is later. "Property" means any of the following 1. A single building; 2. A campus of two (2) or more buildings which are owned and operated by the sane party, have a single shared primary function, and consisting of: a. Buildings that are behind a common utility meter or served by a common mechanical/electrical system (such as a chilled water loop) which would prevent the owner from being able to easily determine the Energy use attributable to each of the individual buildings; and/or b. Buildings or parts of buildings that have an individual gross Floor Area of less than 20,000 square feet. "Retro-Commissioning" means a systematic process for optimizing existing systems relating to building performance through the identification and correction of deficiencies in such systems. "Significant Common Load"means a multifamily residential with Master Metering, Mechanical Equipment or where the total non-rentable portion of the Gross Floor Area.is 10,000 square feet or more. "Site ESTI(Energy Use Intensity)"means the Site Energy Use divided by the property's Gross Floor area as calculated by ENERGY STARV Portfolio Managerg. "Site Energy .Tse"means the total amount of all the energy a property consumes on-site, regardless of the source, as calculated by ENERGY STARV Portfolio Managerg. It includes energy purchased from the grid or in bulb: (which are the amounts on utility bills), as well as renewable energy generated and consumed on-site such as from solar and wind (excess renewable energy generate on-site and sold to the utility is excluded from site energy use). `Source EUI (Energy .Tse Intensity)" means the Source Energy Use divided by the property's Gross Floor Area as calculated by ENERGY STAR,9 :Portfolio Managerg. "Source Energy Use"means the total amount of raw feel that is required to operate a property, as calculated by ENERGY STAR9 Portfolio Managerg. In addition to what the property consumes on:-site, Source Energy Use includes losses that tape place during generation, transmission, and distribution of the energy. 2021-03-02 Agenda Packet Page 64 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Rage "Verified ENERGY STAR Score" means an ENERGY STAR Score based on data that has been verified by a professional Engineer(PE) or Registered Architect 1E). D. B'enc mar ing Requirements. Owner shall Benchmark in accordance with the following on or before the compliance deadlines specified. in Section 15.26.050(G)(1): (I) Establish an ENERGY STAR :Portfolio Manager account(if Owner has not already done so), add Covered Properties completing all required fields (if Owner has not already done so), and maintain current all. required fields. (2) Annually collect data, according to the schedule set forth in Section. 15.2 .050(F)(1)(a)related to the property's total energy usage for the entire prior calendar year in accordance to the latest guidance under Building .Energy Use Data Access, Benchmarking, and Public Disclosure Regulations, California Code of Regulations, Title 20, Division 2, Chapter 4, article 9, Section 1680, and following, including, but not limited to, those related to obtaining customer consent. (3) Annually submit aro energy benchmarking to the Conservation. Section report according to the schedule set forth in Section 1 .2 .00F)(1) a). The energy benchmarking report shall be generated using ENERGY STAR:Portfolio by responding to the Conservation Section's designated Data Request for the appropriate compliance year. (4) Benchmarking Reports shall at minirnurn include the following: a.. Descriptive Information. .Basic descriptive inform atio to trach and report a.property's compliance with this Chapter, including, but not limited to, the property address(es), Gross Floor area, property type, year(s)built, and the individual or entity responsible for the Benchmarking Deport; and b. Energy Information. Information necessary to Benchmark Energy usage shall be determined by the Conservation Section and shall include, at a minimum,) the following information and derivatives thereof: i. The ENERGY STAR.Portfolio Manager ENERGY STAR Score for the property, and. ENERGY STAB.certification. status, where available; and ii. The weather-normalized Site and Source Energy Use (kBTU) and Energy Intensity (EUI) per unit area per year(kBTU per square foot per year) for the property; and. 2021-03-02 Agenda Packet Page 65 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page iii. The Site and Source Energy Use kBTU), and Energy Use Intensity EUI)per unit area per year(kBTU per square foot per year) for the property; and iv. The annual carbon dioxide equivalent emissions due to Energy use for the Property as estimated by ENERGY STAR.Portfolio Manager; and v. monthly and annual Site energy use by energy type and share of energy use supplied by on and off-site renewables. (5) Starting in 2023, owners may be assessed an annual Benchmarking Filing Fee to recover the costs of implementation, enforcement, administration and infrastructure for this Section. The City Manager may adjust the Benchmarking Filing Fee annually. (6) owners shall.run the Data Quality Checker available within ENERGY STAR Portfolio Manager and shall correct all missing, or incorrect information as identified by ENERGY STAR. Portfolio manager prior to submitting the Benchmarking Report to the City. (7) Exemptions from Benchmarking Requirements. a. The owner may receive an exemption from filing a Benchmarking Report and remitting the Benchmarking Filing Fee for a reporting year, subject to Conservation. Section approval, by submitting evidence in accordance with guidelines set forthby the Conservation Section, that any of the following conditions apply: i. The entire Property did not have a Certificate of occupancy or Temporary Certificate of Occupancy for at least half of the year required to be Benchmarked; or ii. The entire Property was not occupied, die to renovation, for at least half of the year to be Benchmarked; or iii. A demolition pen-nit for the entire Property has been issued and demolition work has commenced.; or i . The Property did not receive Energy or water services for at least half of calendar year required to be Benchmarked; or v. The Property is in Financial Distress, or vi. Disclosure of the Property Energy usage data would result in. the release of proprietary information that can be characterized 2021-03-02 Agenda Packet Page 66 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 10 as a trade secret or would otherwise violate a customer's right to privacy under the California Constitution or other applicable law. E. Direct Disclosure and Public Disclosure Requirements. Properties shall comply with Sections 15.26.050(E) 1), (2), and (3) below. (1) Direct Disclosure of Benchmarking Report. Owners shall provide a web link or hard copy to their most recent Benchmarking Report to: a. Existing tenants and current owners with an interest of 5% or more, within 90 days of annual, Benchmarking compliance deadline. b. Prospective buyers prior to close of sale and prospective tenants prior to lease signing or lease renewal. (2) Direct Disclosure of Audit and Retro-Commissioning Reports. Owners shall provide Energy Audit and Retro-commissioning Reports produced for compliance with Section 15.26.05o(F)(4), if applicable, to all existing residential and nonresidential tenants within 90 days of the Conservation, compliance deadline. Owners shall confer with any nonresidential tenants that pay utility costs, identifying energy efficiency investment opportunities and assessing the potential for mutually beneficial co-investment arrangements in accordance with procedures established by Conservation Section within 180 days of the Conservation compliance deadline. (3) Public Disclosure. The City will make data public. a. The Conservation Section shall make the following information available to the public on the internet, as reported by Owners, and update the information at least annually: i. Summary statistics on overall compliance with Section; and ii. Summary statistics on overall energy consumption of Covered Properties subject to this Section derived from annual benchmarking reports; and iii. For each building subject to this Section: iv. Address and property use type(s); and v. Annual summary statistics derived from the submitted benchmarking report, including all information required under Section 15.26.050(D)(4). 2021-03-02 Agenda Packet Page 67 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 11 b. Exemption. Properties with more than half of Gross Floor Area used for Industrial Occupancy are exempt from.the Public Disclosure requirements (Section 15.26.050(E)(3)). F. Conservation Requirements. Conservation Requirements apply according to the compliance deadlines specified in Section 15.26.050(G). Properties meeting the requirements for a High Performing Building (Section 15.26.050(C)) are exempt from all requirements in Section 15.26.050(F). (1) Multifamily properties are subject to the Multifamily Prescriptive Measure requirements (Section 15.26.050(F)(6))by their first five (5) year Conservation Requirement deadline. In addition, multifamily properties with Significant Common Load must meet either the Performance Targets (Section 15.26.050(F)(3)), or, the Audit Requirement (Section 15.26.050(F)(4)) and Minimum Improvement requirement (Section 15.26.050(F)(5)). (2) Non-residential must meet either the Performance Targets (Section 15.26.050(F)(3)), or, the Audit Requirement (Section 15.26.050(F)(4)) and Minimum Improvement requirement (Section 15.26.050(F)(5)). (3) Performance Targets. Every five (5) years demonstrate that: a. Property has decreased its Site EUI-AVN by at least the Improvement Target in Table 15.26.050(F)(3)(a)below from Baseline Year; Table 15.26.050(F)(3)(a) Baseline Year ENERGY Improvement Target STAR Score 0-45 30% 46-65 20% 66-79 10% 80+ None b. Or if Property was not eligible for an ENERY STAR Score in the baseline year, Property has reduced its weather-normalized Site EUI by at least the Improvement Target in Table 15.26.050(F)(3)(b) below from Baseline Year. Table 15.26.050(F)(3)(b) Baseline Year Site EUI-WN Improvement Target (kBTU / sf/year) 2021-03-02 Agenda Packet Page 68 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Rage 12 80+ 30% 51-79 2 % 19-50 10% 0-18 None c. Fables 15.26.050(F)(3)(a) and 15.2 .0500 3 b) shall be updated periodically by the Conservation Section subject to City Council approval. (4) Audit Requirement. Every five (5) years an Energy Audit and Retro- Commissioning shall. be performed in accordance with the following specifications. a. Energy Audit and Retro-Commissioning Specifications i. Audit Type. A Level 1, or greater, Energy Audit in conformance with the current ASHRA E Standard 211 "Commercial. Building Energy Audits" at the time the Audit is initiated. Before Owners choose an AHRAE level 1 Energy audit they must obtain also. obtain a quote for a more extensive audit and discuss the additional value with the audit provider. Owner's shall document fulfillment of this requirement as specified by the Conservation Section, ii. Retro-Commissioning. Retro-commissioning requirements shall be performed in accordance with industry standard practices, including current AHRAE Guideline 0.2 "Commissioning Process for Existing Systems and assemblies" at the time the Retro-Commissioning is . ;� initiated. 1. Applicability. Retro-commissioning requirements shall apply to properties that meet all of the following a. At least50'.000 square feet of conditioned space, b. Existing Mechanical Equipment; c. Digital controls in place that are reparable or in. good working order in the opinion of the auditor. 2. Exemption. Properties that have experienced major changes in operations during prior six months or have planned to make major changes in the following year. 3. The Retro-Commissioning of the ease Building Systems shall include, at minimum, the following. 2021-03-02 Agenda Packet Page 69 of 484 Draft multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 13 a.. Heating, ventilation, air conditioning (FIVAC) systems and controls; and. b. Indoor lighting systems and controls; and c. water heating systems; and. d. Renewable energy systems. iii. Audit Professional Qualifications. Audits shall be signed and performed directly by or under the direct supervision of, an. individual whose job duties do not regularly occur at the Property and who has two or more years of auditing experience and possesses one or more of the certifications specified in Table 15.2 .0550()(4) or other qualifying certifications as specified by the Conservation Section. iv. Retro-Commissioning Professional Qualifications. Retro- Commissioning shall. be performed directly by or under the direct supervision of, an individual whose job duties do not regularly occur at the Property and who has two or more years of auditing experience and possesses one or more of the certifications specified in Table 15.26.05 O(F)(4)(v) or other qualifying certifications as specified by the Conservation Section. v. Qualifying Professional Certifications. Table 1.5.26.050 F) 4 v) Qualifying Professioal Certifications Professional Qualifying Certification Ty e Energy audit 1.. An accredited certification that has been designated a or petro- "Better Buildings recognized Program" by the DOE Commissioning meeting the criteria set forth in the Better Buildings Professional Workforce Guidelines B WG) for Building Energy (any listed) Auditors or Energy Managers 2. A Professional Engineer(PE)registered in the Mate of California Energy audit 1.. Certified Energy auditor(CEA) or Certified Energy Professional Manager CEM), issued by the Association of Energy (any listed) Engineers(SFE) 2.. Certified Facilities Manager(CPM), issued by the International Facility Management Association (IFMA) 3. System Maintenance Administrator(SMS) or System Maintenance Technician ( MT , issued by Building Owners and Managers Institute(BOMI)International 2021-03-02 Agenda Packet Page 70 of 484 Draft Multifamily and Commercial Benchmarking and Conservation Ordinance Page 14 4. High Performance Building Design Professional (HBPD) or Building Energy Assessment Professional (BEAP), issued by the American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE) 5. For Audits of multifamily residential properties only, a Multifamily Building Analyst(MFBA), issued by the Building Performance Institute BPI Retro- L Certified Commissioning Professional(CCP), issued Commissioning by the Building Commissioning Association(BCA) Professional 2. Certified Commissioning Authority(CxA) or (any listed) Certified Commissioning Technician(CxT), issued by the AABC Commissioning Group(ACG) 3. Certified Building Commissioning Professional (CBCP) or Existing Building Commissioning Professional (EBCP), issued by the Association of Energy Engineers(AEE) 4. Certified Professional certified by the National Environmental Balancing Bureau(NEBB,) 5. Commissioning Process Management Professional (CPMP), issued by American Society of Heating, Refrigerating, and Air-Conditioning Engineers (ASHRAE) 6. Accredited Commissioning Process Authority Professional (ACPAP)approved by the University of Wisconsin vi. Energy Audit and Retro-Commissioning Report. A report (or reports) of the Energy Audit and Retro-Commissioning (where applicable), completed and signed by a qualified Audit Professional and qualified Retro-Commissioning Professional, shall be submitted electronically to the Conservation Section via the Conservation Section's designated Audit Report Template, or via other means as specified by the Conservation Section. Completed Reports shall include all items designated as required, including but not limited to the following: 1. The date(s)that the Energy Audit and Retro- Commissioning (if applicable)were performed; and 2. Identifying information on the auditor provider (and Retro- Commissioning provider if applicable); and 3. Information on the base building systems and equipment; and 2021-03-02 Agenda Packet Page 71 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 15 4. A list of retrofit measures available to the Owner that can reduce energy use, and/or cost of operating the Property including: a. costs of each measure; and b. an estimate of the energy and operating cost savings associated with each measure; and c. simple payback of each measure; and d. identification of at least 2 contractors able to perform.measure. 5. Identification or recommendation of measures applicable to tenant-controlled spaces, including estimates for energy and operating savings for all affected tenants; and 6. Identification or recommendation of measures needed to meet applicable Performance Targets; and 7. Identification or recommendation of measures needed to meet Minimum Improvement, if applicable. 8. Identification of all rebate, incentive and financing programs available to property and/or in association with specific measures; and 9. If applicable, a list of all the Retro-Commissioning process activities undertaken and retro commissioning measures completed; and 10. A list of all retrofit measures taken (if applicable); and 11. Functional,performance testing reports (if applicable); and 12. Operational, training conducted(if applicable); and 13. Attestation that an ASHRAE level.2 Energy Audit and (if applicable) AS,HRAE 0.2 Retro-Commissioning process were conducted. (5) Minimum Improvement. Every ten (1,0) years properties must demonstrate that: 17e% 2021-03-02 Agenda Packet Page P72 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 16 a. Property has decreased its Site EIU-AVN by at least the Mandatory Minimum Improvement in Table 15.26.050(F)(5)(a) below from the Previous Baseline Year; Table 1.5.26.050(F)(5)(a) Baseline Year ENERGY Mandatory Minimum STAR Score Improvement 0-45 15% 46-65 10% 66-79 None 80+ None b. Or, if Property was not eligible for an ENERY STAR Score in the Previous Baseline Year, Property has decreased its Site EIU-WN by at least the Mandatory Minimum. Improvement in Table 15.26.050(F)(5)(b) below from the Previous Baseline Year. Table 15.26.050(F)(5)(b) Baseline Year Site EUI-WN Mandatory Minimum (kBTU/ sf/year) Improvement 80+ 15% 51-79 10% 19-50 None 0-18 None c. Tables 15.26.050(F)(5)(a) and 15.26.050(F)(5)(b) shall be updated periodically by the Conservation Section subject to City Council approval. d. Exemption: Owners are not required to complete retrofit measures identified or recommended in the most recent audit report for meeting the Minimum Improvement (per Section 15.26.050(F)(4)(a)(vi)(7)) if those measures have a simple payback greater than 13 years, or have a payback period that exceeds the expected useful life of the retrofit measure. If all measures identified per Section 15.26.050(F)(4)(a)(vi)(7) having a simple payback of 13 years or less, and having an expected useful life that is longer than the payback period, are completed, the Mandatory Minimum Improvement percentage in Table 15.26.050(F)(5)(a) or Table 15.26.050(F)(5)(b), as applicable, is waived. (6) Multifamily Prescriptive Measures. Multifamily Residential Properties constructed prior to 2006 must perform the minimum number of measures 2021-03-02 Agenda Packet Page 73 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 17 required in.Table 15.25.050(F)(6)(a) within all.tenant spaces where utility costs are borne by tenants. Owners may choose any applicable measures from Table 15.25.050(F)(6)(b). Measures already in place shall, count toward satisfying the minimum number of measures. Where a measure is not applicable it shall count toward satisfying the minimum number of measures. Table 1.5.26.050(F)�(6)(a) Year Built Climate Zone 7 Climate Zone 10 lire-1.9 8 Choose four(4) Measures Choose five 5) Measures 1978-1991 Choose three (3) Measures ( 1992-2005 Choose two (2) Measures Table 1,5.26.050(F)1(6)(b) Measure Name Description R-38 Attic Add attic insulation in buildings with vented attic spaces to meet Insulation R-38. Air Sealing Apply air sealing practices throughout all accessible areas of the i unit. All oints, ni penetrations and other openings iI n the building envelope that are potential sources of air leakage shall.be caulked, gasketed, weather stripped, or otherwise sealed to limit infiltration and exfiltration. Buildings constructed before 1992 should be sealed to 7 Air Changes per Hour (ACH), and buildings constructed from 1992-2005 should be sealed to 5 ACH, at 50 Pascals pressure difference. Cool. Roof For steep slope roofs, install a roofing product rated by the Cool Roof Rating Council ( "RRC) with an aged solar reflectance of 0.25 or higher and thermalemittance of 0.75 or higher. Duct Sealing Air seal any accessible ductwork to meet the requirements of the 2016 Title 24 Section 150.2(b)I E. Units with. one or more vented combustion appliances are STRONGLY RECOMMENDED to have a BPI Combustion, Appliance Safety Inspection performed after duct sealing. LED Lighting Replace low performing screw based lighting with high performing lighting per the requirements of Title 24 Section 150.0(k),I.A,D,G,H and I. 2021-03-02 Agenda Packet Page 74 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 1 Water Heating water Heater Blanket Add R-6 insulation to the exterior of Package existing residential tank storage water heaters manufactured (if water heater before .April 2015. Requirement is waived for water heaters with serves internal tank insulation of at least R. 16. individual unit) Mot water Pipe Insulation Insulate all accessible hot water pipes with R-3 pipe insulation. Low Flow F ttin s Upgrade sink and shower fittings to meet 2016 CALkireen requirements , which require maximum flow rates of 1.8 gallons per minute (gpm) for showerheads and. kitchen faucets, and 1.2 gprn for bathroom faucets. Windows Replace existing single panne windows with a dual pane product, which has a U-factor equal to 0..32 or lower and a Solar Heat Gain Coefficient (SHGC) equal to 0.25 or lower. This measure was only evaluated for the pre-19 78 vintage, which is assumed to have single-pane, metal-frame windows. Water Heater High Efficiencv Meat P"um water . .eater: Replace natural gas Replacement storage water heater, or, tankless water heater having an Energy (if water heater Factor of.81 or less, with Meat Pump water Heater with serves Uniform Energy Factor(UEF) of at least 3.1 (Northwest Energy individual unity Efficiency Alliance Tier 3). -or- Hi Efficient Tanlless water heater: Replace natural gas storage water heater, or, tanlless water heater having a Energy Factor of.81 or less, with tankle s water heater with a minimum Energy Factor of 0.96. Air Conditioner High Efficiencv Air Conditioner Replace an existing air Replacement conditioner having a SEER rating of 1.3 or less with an air conditioner of at least 18 SEER. -or- Hi h Efficienc Meat Pump Replace an existing air conditioner having a SEER rating of 1.3 or less with a bleat Pump of at least 18 SEER. (7) Amortization of Pass-through Costs. where lease terms allow owners to pass on the costs of complying with, this section:to lessees, should owner choose to. do so, those costs may not be passed through in bull. Instead they shall be amortized as follows:. 2021-03-02 Agenda Packet Page 15 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 19 a. Audit Requirement costs shall be amortized over five (5) years. b. Costs of measure implementation shall.be amortized over the expected useful life of the measure. (8) Exemptions. The following exemptions apply to the Conservation Requirement: a. The Property has been occupied less than five (5) years; b. The Property is in Financial Distress; c. A demolition pen-nit for the entire Property has been issued and demolition work has commenced; d. The Property has not previously been subject to the Benchmarking Requirement. G. Compliance,Schedule. Compliance deadlines for the requirements of this section detailed in Table 15.26.050(G) below. The Conservation Section may grant an extension of time of up to sixty (60) days to file any submittal required by this Section upon,request in writing. The Conservation Section may grant an additional extension up to one hundred eighty (1 o) days upon. an application demonstrating evidence of substantial hardship. Table 15.26.050(G) Compfiance Deadfines Compliance Deadline Section 50,000+ square feet GFA 20,000-49,999 square feet GFA Benchmarking May 20th of each year March 20th of each year Requirements beginning 2022 beginning 2022 Section 15.26.050 (D) Direct Disclosure and Public Disclosure Requirements Beginning September 1, 2022 Beginning September 1, 2022 Section 15.26.050 (E) (I- 2) Conservation Every five (5)years beginning Every five (5)years beginning Requirements 2023 or later according to a 2026 or later according to a Section 15.26.050 (p' (I- schedule to be determined by schedule to be determined by the 41 71 8) the Conservation Section Conservation Section Minimum Improvement Every ten (1 0} years beginning Every ten (10) years beginning in Requirements in the year 2028 or later the year 203 1, or later according Section 15.26.050 (F) (5) according to a schedule to be 2021-03-021701- AP/ .agenda Packet Page 6 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 20 determined by the to a schedule to be determined by Conservation, Section the Conservation Section. Multifamily Prescriptive 2023 or later according to a 2023 of later according to a Upgrades schedule to be determined by schedule to be determined by the Section 15.2 6.0 5 0 (F)(6) the Conservation Section Conservation Section H. Record Maintenance. The Owner shall maintain records related to Benchmarking, Audits and Retro-Commissioning, and Efficiency Improvement Measures including, but not limited to, the Energy and water bills and reports or forms received from tenants and/or utilities. Such records shall be preserved for a period of five years. When the Property is sold, copies of the records shall be given to the new Owner. Ownership of the property in Portfolio Manager must also be transferred to the new owner. I. Failure to Comply. It shall be unlawful for any person to violate any provision or to fail to comply with. any of the requirements of this section, shall be subject to the following remedies and enforcement measures: (1) A Notice of Failure to Comply shall be issued to the Owner specifying the provisions violated and including an order to correct outlining steps necessary to bring Property back under compliance; and (2) On the 60th day following issuance of a Notice of Failure to Comply, the following may be issued. a. Monetary Fines. Monetary fines may be levied up,to the amounts shown in Table 15.26.050(l)(2)(a) on a per incident basis depending on Property GFA. Table 1.5.26.050(1)(2)(a) Maximum Fine Amounts Property Size (square feet) Amount Per Incident 20,000.49,999 GFA Up to $750 501000-99,999 GFA I Up to $1,500 1001000+GFA Up to $2,250 b. City may take actions against the Property that could potentially impede financing, leasing or sale transactions for the Covered Property. c. Public disclosure of non-compliance. (3) Monetary penalties for non-compliance shall.be waived until. January 1, 2023. 2021-03-02 Agenda Packet Page P717 of 484 Draft Multifamily and Commercial. Benchmarking and Conservation, Ordinance Page 21 J. Implementation Authority. The City Manager may adopt rules and regulations for the implementation of this section including, without limitation, supplementing the list of qualified measures set forth. in table 15.26.050(F)(6)(b) as new energy efficient technologies or materials are developed. Section 11. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional by a court of competent jurisdiction, that portion. shall be deemed severable, and such, invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section 111. Construction The City Council, of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV. Effective Date This ordinance shall. take effect on the latter to occur of the following: the Oth day after its final passage, and approval by the California Energy Commission. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as to form by Eric Crockett Glen R. Googins Director of EconomicDevelopment City Attorney 2021-03-02 Agenda Packet Page 78 of 484 City of Chula Vista Draft Policy Summary Existing Multifamily and Commercial Building Benchmarking and Conservation Ordinance Policy Overview • Require annual energy benchmarking for buildings 20,000 square feet or larger Enhance market transparency for building efficiency by making energy performance data available online and requiring buildings to disclose performance to existing and prospective owners and lessors • Require buildings to measurably improve their energy performance over each 5-year period or undertake an audit, and in certain cases, Retro-Commissioning If the least efficient buildings do not make efficiency progress on their own by the second 5-year deadline,they will be required to make minimum improvements(10-15%) identified as cost-effective in their audit For Multifamily Buildings: o Require one-time prescriptive upgrades inside older multifamily rental units where tenants pay energy bills o Limit audits to buildings with significant owner-paid energy use Gradually phase-in requirements to give the affected buildings, energy performance industry and city staff time to build capacity • Allow flexibility for buildings to take different paths to efficiency and exemptions for buildings that are already relatively efficient Avoid requiring upgrades if that are not cost-effective 2021-03-02 Agenda Packet Page 79 of 484 Policy Summary—Benchmarking and Conservation Ordinance Page 2 of 5 Pr�oposed Requirements 1. APPLICABILITY:Applies to properties consisting of individual parcels orjoined parcels containing a combined gross floor area of at least 201000 square feet. Residential condominium units as well as state, federal and certain local government buildings are exempt. 2. BENCHMARKING REQIJIRPMENT: Properties must annually submit benchmarking reports via Energy Star Portfolio Manager by the deadline starting in 2022. Starting in 2023,1 an annual benchmarking fee may be assessed to recover program costs based on a fee study. Estimated at approximately$110. 2.1. Annual Deadlines. a. Properties SO,000 sq ft-- May 200'of each year. b. Properties 201000—SO,000 sq ft-- March 20'of each year. 2.2. Properties meeting the following will be exempt: a. Unoccupied b. Scheduled for demolition C. Under financial distress d. No energy or water service 3. DISCLOSURE REQUIREMENT:The City will make benchmarking data available to the public for all properties except when the majority of floor area is dedicated to industrial or manufacturing uses. For all properties, owners must provide a web link to their most recent benchmarking report, or a hard copy, in the following situations. 3.1. To existing owners and lessees within 3,0 days of filing. 3.2. To prospective buyers prior to close, and prospective lessees prior to lease signing, including lease extensions. 4. CONSERVATION REQUIREMENT: Every five years, properties must meet the criteria for a high-performing building (4.1) or perform one of two conservation requirements (4.2 or 4.3). Multifamily properties must meet the multifamily conservation requirements of(4.4). Starts in 2023 for 50,000 sqft+ buildings and 2026 for 20,000—50,000 sq ft buildings. 4.1. High Performing Buildings Criteria (one of the following): a. Achieve Verified Energy Star score of 80 or higher during preceding year b. Achieve Energy Star certification during preceding year C. Achieve LEECH Existing Building Certification 3, of'S preceding years 4.2. Audit and Retro-commissioning Requirement. a. Conduct ASHRAE, Level 1, or greater, audit. Owners must obtain quote and discuss value of more extensive audit specification (i.e. Level 2). b. Conduct AHRAE 0.2 Retro-commissioning for buildings with: 1. At least 50,000+sq ft conditioned space 2. Existing mechanical equipment 3. Digital controls that are repairable or in good wor�king order in the opinion of the auditor 4. Exempt if major changes in operation have occurred in prior SIX months or planned during next year C. Submit Audit and Retro-commissioning Report to City electronically using the "Audit Template" online tool produced by the DOE. Report must include: 1. Energy Conservation Measures (ECMs) needed to meet the applicable Energy Performance Requirements (4.3 column A and column B) Prepared for Chula Vista November 2020, v3.6 Eric Engelman I Energy Policy Consulting 2021-03-02 Agenda Packet Page 80 of 484 Policy Summary—Benchmarking and Conservation Ordinance Page 3 of 5 2. All applicable rebate, incentive and financing programs 3. Identification of'at least 2 contractors able to perform each ECM 4. ECMs applicable to tenant-controlled spaces,where tenant spays energy bills, must specify annual tenant savings d. Owners must meet and confer with tenants that pay energy costs to discuss energy efficiency investment plan and complete City designated co-investment work sheet 4.3. Energy Performance Requirement. As an alternative to the requirements of 4..C. properties may demonstrate a reduction in EUI during 5 years prior via Energy Star of at least the amount shown below in column A. By the second 5-year conservation deadline all properties must achieve the minimum improvement shown in column B provided the ECMs required have a simple payback of 13, years or less. (Meeting column B criteria does not eliminate the need to meet the Audit and Retro- commissioning requirements of 4.2.) a. For Properties that are eligible for an Energy Star Score. Most Recent Energy Star (A) Minimum Improvement to (B) Mandatory Minimum Score be Exempt from Audit Improvement by 2nd Requirement Conservation Deadline 0-45 30% 15% 46-65 20% 10% 66-79, 10% None 80+ None None b. For properties NOT eligible for an Energy Star score. Baseline Site Energy Use (A) Minimum Improvement to (B) Mandatory Minimum Intensity(weather be Exempt from Audit Improvement by 2nd normalized) Requirement Conservation Deadline 80+ 30% 15% 51-79 20% 101 19-50 10% None 0-18 None None 4.4. Multifamily Conservation Requirement. Multifamily residential properties with separately metered units paid by tenants must perform the minimum number of prescriptive measures specified in 4.4 (a), choosing from the list in 4.4 (b). Any measures from 4.4(b) already completed may be counted toward the minimum number in 4.4(a). Multifamily residential properties with master-metered units or a significant common load must meet the requirements of 4.2 or 4.3 as well. a. Minimum Number of Measures Year Built Climate Zone 7 Climate Zone 10 Pre-19178 Choose 4 Measures Choose 5 Measures 1978-1-9-9 1 Choose 3 Measures -2005 Choose 2 Measures Prepared for Chula Vista November 2020, v3.6 Eric Engelman I Energy Policy Consulting 2021-03-02 Agenda Packet Page 81 of 484 Policy Summary—Benchmarking and Conservation Ordinance Page 4 of 5 b. Measure Option List below: Measure Name Description R-38 Attic Add attic insulation in buildings with vented attic spaces to meet R-38. Insulation Air Sealing Apply air sealing practices throughout all accessible areas of the building.All joints, penetrations and other openings in the building envelope that are potential sources of air leakage shall be caulked, gasketed, weather stripped, or otherwise sealed to limit infiltration and exfiltration. Buildings constructed before 1992 should be sealed to 7 Air Changes per Hour (ACH), and buildings constructed from 19912-2005 should be sealed to 5 ACH, at 50 Pascals pressure difference. Cool hoof For steep slope roofs, install a roofing product rated by the Cool Roof Rating Council (CRRC)with an aged solar reflectance of 0.25 or higher and thermal emittanc,e of 03S or higher. Duct Sealing Air seal all ductwork to meet the requirements of the 2016 Title 24 Section ISO.2(b)lE. Homes with one or more vented combustion appliances are STRONGLY RECOMMENDED to have a BPI Combustion Appliance Safety Inspection performed after duct sealing. LED Lighting Replace low performing screw based lighting with high performing lighting per the requirements of Title 24 Section 150.0(k)1.A,D,G,H and I. Water Heating Water Heater Blanket Add R-6 insulation to the exterior of'existing residential tank Package storage water heaters manufactured before April 2015. Requirement is waived for water heaters with internal tank insulation of'at least R-16. Hot Water Pi e Insulation. Insulate all accessible hot water pipes with R-3 pipe insulation. Low Flow Fittin s. Upgrade sink and shower fittings to meet current CALGreen requirements,which require maximum flow rates of'1. gallons 1per minute (gpm) for showerheads and kitchen faucets,, and 1.2 gpm for bathroom faucets. Windows Replace existing single pane windows with a dual pane product, which has a U- factor equal to 032 or lower and a Solar Heat Gain Coefficient (SHGC) equal to 0.25 or lower.This measure was only evaluated for the pre-1978 vintage, which is assumed to have single-pane, metal-frame windows. Water Heater High Efficiency Heat Pum water Heater: Replace natural gas storage water heater, Replacement or,tankless water heater having an Energy Factor of.81 or less,with Heat Pump (if'water heater Water Heater with Uniform Energy Factor(UE,F) of at least 3.1 (Northwest Energy serves individual Efficiency Alliance Tier 3)�. unit) -o r- Prepared for Chula Vista November 2020, v3.6 Eric Engelman I Energy Policy Consulting 2021-03-02 Agenda Packet Page 82 of 484 Policy Summary—Benchmarking and Conservation Ordinance Page 5 of High Efficiency Tankless water Heuer: Replace natural gas storage water heater, or,t,ankless water heater having,an Energy Factor of'.81 or less,with tankless water heater with a minimum Energy FactorQf'O.96. 4.5 Exemptions. Properties meeting one of the fallowing will be exempt from 4.1-4.4: b. Less than 5 years old C. Scheduled for demolition d. Under financial distress e. Not required to benchmark 5.. NONCOMPLIANCE: Failure to comply will result in the following.. 5.1. Notice. Notice of noncompliance will be sent giving the property 60 days to correct.After,the following penalties will apply. 5. . Public Disclosure of Non-compliance 5..3.. Fines.. After January 1, 2023, failure to correct a notice ofnoncompliance may result in a fine ranging from 750-$2,500 depending on building size.. Prepared for chola Vista November 2020, V3..6 Eric Engelman I Energy Policy Consulting 2021-03-02.agenda Packet Page 83 of 484 Proposed Chula Vista Build *ing perfor ce Ordina ce Policy Background Adopted by City Council in 2017, Chula Vista's Climate Action Plan calls for "building performance reporting and public disclosure"' policies and directed city staff to "develop a Residential and Commercial Energy Conservation Ordinance for City Council consideration." 'The plan set a target of Goals retrofitting 20% of multifamily and commercial A Help buildings save energy space to achieve 50% savings by 2035r and reduce utility bills 70 Encourage Inarket Why existing buildingS9. The City of transparency for building Chula Vista is committed to Imeeting its C energy efficiency targets. And energy consumption from *1 Reduce carbon emissions buildings is a significant sources of community wide GHG emissions. New buildings tend to have a very low (or even net-zero) carbon footprint due to strict new construction standards. However older buildings that have not yet implemented money-saving energy efficiency upgrades consume relatively large amounts of energy. Why a building performance ordinance? Building performance ordinances (BPOs) start by getting easy-to-digest energy performance information in the hands of building owners and users. 'This improves market transparency and facilitates management of building energy costs. Buildings that are relatively energy efficient tend to be rewarded when the market can more easily value their lower energy costs. Similarly, for buildings that make steady energy efficiency progress, BPOs, strengthen the incentive to improve. On average, buildings that benchmark each year see a steady decline in utility costs and energy consumption of' about 2-3% per year. For less energy efficient buildings that do not experience progress after a few years of benchmarking, Chula Vista's BPO creates a pathway for implementing energy efficiency improvements that make financial sense. over performing buildings that do not meet performance targets by their fifth benchmarking year will be erequired to conduct energy audits to identify savings opportunities. Following an audit, those building owners are given another 5 years to make eminimuem improvements identified by the audit that pay for themselves in a reasonable amount of time. DRAFT 2021-03-02 Agenda Packet Pale 84 of 484 DRAFT - Proposed Chula Vista Building Performance Ordinance About Building Performance Ordinances • Buildings are one of the largest sources of a City's emissions • Buildings that track and rate their energy performance (a.k.a. benchmarking) typically attain an average annual energy savings of 2-3% • Similar ordinances have been adopted in more than 30 U.S. U.S. City, County, and State Policies for Existing Buildings. Benchmarking, Transparency, and BeyondSeattle-- yi Portland........................ Portland South Minneapoills Portland St.Paul idge St.Louis Park 114,,.150) ,ton Ed�ina Evanston Des Molnes Pittsbutsih ,21 j�C��Jjj Iffi/ New York City delphial Phila Berke Reinoi NV Fort Collins Chicago L m/g/ ointgornery Co,Mo Salt Lake City Washington,DC San Columbus Francisco Boulder 1110 I Denver San,Jose Kansas, SC Louls City,M0 Los Angeles San Die Atlanta Austin 140 Orlaindo Q�i ReqUirernents of aichiievi�ng Performance targets or completing additional actions I& Benchmarkiing policy for pUblic,cornmiercial,and .0441 multifamily bUildings adopted BLIRding Rating tNSI ITUTE FOR MARKET (�Yllll�lPl, Benchrnarking policy for public and commercial 1 511 A IA-11 I IWJ' TRANSFORMATION bUildings adopted CopyHght 2020 WlShtLAO for Markot-rransforinaUon.upciate(I 5/2020 Building Performance Ordinance Comparison f ,,,ff "ii���Near gill �llin�quuuuumBgn�Ch�m ; Rubli�c AWdittk PertP�isrm�m ����� � �� Ililll�lll �llllllllllllllllllllllllllllllll�illlllllNJ j ^II�II�IIIIIIIIIII�IIIIIIIIIIII�'llll�llllsllullrlill�lllllllllllllllllllllllllllllllllllllllllllllll�l�llll�llllllmlll�lllll�l�ll�iiill .......... �t�fl �t��i ���l�����f�� 201 5 50,000+ ���,����������eYl'eug����������� ����� 2015 20,000+ 2011 101000+ �u��w�u����uuuu iii 2018 20,000+ ����������������i��Pah DC � 2012 10,000+ ����kwu�Vfi�u�^� ���, � 2017 50,000+ ���u����������lll �' 2009 25t000+ MM 20..0010+ *As proposed 2021-03-02 Agenda Packet Page 85 of 484 DRAFT - Proposed Chula Vista Building Performance Ordinance Ordinance Applicability Commercial buildings Mal an over 20.,000 sgft Multifamily buildings over 20..000 sgft Requirements Overview Benchmark Report building IIIIIIIIIIIIIIII energy use annually Disclose Share ENERGY STAR Score a• �.,��. with owners and tenants Audit If buildings do not meet performance targets after 5 Years they must conduct an energy audit �� - -•a to identify savings opportunities Improve After an audit, low performing buildings must show minimum improvement within S additional Years +- Roll-out Schedule Since 1201 III Since 2019 Starting 2023 Starting 2028 Starting 2022 Starting 2022 Starting 2027 Starting 2031 jllllllllllllllllllllllllllllllllllllllllllll I! � Under California's Building Energy Benchmarking Program (AB802), buildings larger than 50,000 sgft are already required to benchmark and disclose annually. Commercial buildings began in 2015, and Multifamily in 2019. Starting 2022, buildings will submit their benchmarking report to the City of Chula Visa instead of the state. 2021-03-02 Agenda Packet Page 86 of 484 DRAFT - Proposed Chula Vista Building Performance Ordinance Commercial Building Requirements uuuuuuiiuiw uuuu uuuuuuuuuiliuuuuuuuwiim�w II illlllllllllllllllllllllll lmiiuuuuuiuuuuuuwiiiiiiiiiiiiii�i All Submit energy Annually from data 2022 ...... All Provide Starting 2022 benchmarking report to current and prospective owners and tenants Buildings with ENERGY Conduct an Every 5 years, STAR score below 80 ASHRAE Level I beginning that do not meet Audit 2023 through Performance Targets (including Retro- 2026 after 5 years of commissioning benchmarking (101-30%2 where energy use reduction) appropriate3) jBuildings with ENERGY Implement cost- Every 10 STAR score below 65 effective years, that do not meet measures beginning Minimum Improvement identified in the 2028-2031 requirements after 10 audit in order to years of benchmarking reduce energy (10-,15%4ene,rgy use consumption at reduction) least 10-15%4 2 Applicable percentage depends on a building's starting score as follows: Score of 0-45, 30%; Score Of 46-65 20%; Score of 66-79, 10%. 31Retro-commissioning is required with an Audit for buildings larger than 50,000 square feet that have mechanical building equipment and serviceable digital controls ^Applicable percentage depends on a building's starting score as follows: Score of 0-45, 15%; Score Of 46-6510%. 2021-03-02 Agenda Packet Page 87 of 484 DRAFT - Proposed Chula Vista Building Performance Ordinance Multifamily Bu*Iding Requ�ire�ments All Submit energy Annually from data 2022 All Provide Starting 2022 benchmarking report to current and prospective owners and tenants Buildings constructed Implement 2023 before 2006 basic one-time upgrades in rental units Buildings with significant Conduct an Every 5 years, common loads and a ASHRAE Level I beginning score below 80 that do Audit for 2024 through not meet Performance common areas 2027 Targets after 5 years of (including Retro- benchmarking (10-30%' commissioning '.. energy use reduction) where appropriate') Buildings with significant Implement cost- Every 10 years, common IoadS and a effective beginning score below 65 that do measures 2029-2032 not meet Minimum identified in the Improvement audit in order to requirements after 10 reduce energy '.. years of benchmarking consumption at (10-15%° energy use Ieastl0-15%^ for reduction) common areas ' Multifamily buildings with of leas} 10,000 sqf}of common floor area or master-metered apartments 2021-03-02 Agenda Packet Page 88 of 484 DRAFT - Proposed Cu�la Vista Building Performance Ordinance Frequently Asked Ques1t0Ions Why Benchmark? Annual benchmarking helps owners and users know where they stand and track progress toward reducing energy usage and GHG emissions. What is the Audit Requirement? If a building does not achieve specific improvement thresholds (a 10-3 % reduction in ElU depending on starting score) after 5 years, of benchmarking, they must conduct an ASH RAE Level I Energy Audit. Buildings over 50,000 s with central equipment and digital controls are also required to conduct retro-commissioning. Buildings with a score below 60, then have another 5 years to make a minimum 10-15% improvement. What if a building is already efficient? Buildings with an ENERGY STAR Score of at least 80 are exempt from the Audit requirement. We estimate that about 40% of Chula Vista buildings already have a score of at least 80. What is the Minimum Improvement Requirement? By the tenth year of benchmarking, buildings that still have a score below 65 need to demonstrate a minimum improvement (a 1 -15% reduction in EIU depending on starting score). Owners may implement cost-effective recommendations from their energy audit or choose other measures that reduce their energy consumption by 10-15%. We estimate 75% of Chula Vista buildings already have a score above 65. Why are improvement percentages given in ranges? It is easier for less efficient buildings to improve by a given percentage than for buildings that are already more efficient. In recognition of this, and to incentivize more efficient buildings, the ordinance uses score tiers. See Footnotes 2 through 5 for score tier details. What about Multifamily Buildings? Multifamily rental apartments that have not already been updated with basic energy efficiency updates like LED lighting and low-flow water fixtures will be required to make a few one-time updates, choosing from a menu of options. Multifamily buildings with common spaces larger than 10,000 sqft are also subject to the audit and improvement requirement. What about the split-incentive issue with commercial leases.? Building owners are required to share audit findings with their leasees and discuss whether co-investment in energy-efficiency makes sense for both parties. What if a building is not eligible for an ENERGY STAR Score? Certain buildings are not eligible for an ENERGY STAR Score for a variety of reasons. In such cases, the ordinance specifies corresponding weather-normalized EIU levels, which are used in lieu of scores. Questions/Feedback? To learn more or provide comments, please contact Barbara Locci at blocciC&chua�vistaca 2021-03-02 Agenda Packet Pale 89 of 484 DRAFT - Proposed ch �I Vista Building Performance Ordinance How do buildings Benchmark? Starting in 20221, buildings will need to report their whole-building energy usage each year to the City of Chula 'ista�. This is done through an online process using ENERGY STortfolio Man , a free onllne tool administered by the EPA. Portfolio Manager rates building energy efficiency, providing an EERGY STAR Score on a scale of 1-100. Tho score is computed by comparing a buildi�ng's Energy Use Intensity (Elu to similar buildings �nationally while adjusting for size and weather. Nearly 2,5% of U.S. commercial buildings already benchmark in ENERGY STAR Portfolio Manager. You can directly connect ENERGY STAR Portfolio Manager to SDG&E to import a building's energy data. The tool also lets you auto)-filChula Vista's Benchmarkiing report template, performs a quality check, and allows you to submit directly to the City electronically. E N E RGY'll")�I�i Ft, 601 Pyii@� IIrtfo I 10C ( 1111 n," 2021-03-02 Agenda Packet Pane 90 of 484 MEMORANDUM March 26, 2020 TO: Cory Downs, Conservation Specialist, City of Chula Vista FROM: Eric Engelman, Principal, Energy Policy Consulting SUBJECT: Cost-Effectiveness of Proposed Building Performance Ordinance This memo assesses the cost effectiveness of the City's draft Multifamily and Commercial Benchmarking and Conservation Ordinance (v1.5). It particular, it examines three requirements in particular: 1. The ASHRAE 0.5 Retro-commissioning requirement 2. The ASHRAE Level 11 Audit requirement 3. The minimum improvement requirement The ordinance's prescriptive multifamily requirements are not discussed in this memo as they are supported by the statewide 2019 Existing Residential Cost-effectiveness Study. Cost-effectiveness for the ordinance's audit and retro-commissioning requirements is supported by commonly cited cost and savings figures from the literature. Both were found to be cost-effective. Calculations and Methodology are described below. 1.0 Cost and Savings from Retro-commissioning The largest study found to date of retro-commissioning costs and savings found that average costs come to 30 cents per square foot, and simple payback time for existing buildings averages 1.1 year.' This implies that average annual savings are 27.3 cents per square foot per year. Some reports suggest that the savings from retrocommissioning tends to decline over time as buildings revert from optimal to suboptimal tuning. The most comprehensive study on the durability of savings, using a sample of 36 buildings found that savings increased from year one to year two by about 20% and then reverted to roughly half of year 1 savings in year 3.2 To project the savings for years 2-4, a savings profile matching Mills; E. Energy Efficiency (2011) 4: 145. https://doi.org/10.1007/s12053-011-9116-8 2 Mills, E. Energy Efficiency (2011) 4: 145. https://doi.org/10.1007/s12053-011-9116-8 Eric Engelman I Energy Policy Consulting 2021-03-02 Agenda Packet Page 91 of 484 Memo: Cost­Effectiveness of Audits and 2 Retro-Commissioning for Existing Buildings this pattern was used (see Figure 1). Evidence indicates some savings persister long after year 4, however no savings was assumed beyond year 4 for this analysis. Cost of an Ashrae Level 11 Audit Average audit costs were found to, range from 12 cents to 50 cents per square foot.4 In discussions with local audit provider Measurina Cost Effectiveness Acieneral measure of cost-effectiveness is the lifecycle savings divided by the initial cost. A value over one is considered cost effective. For this analysis, savings were discounted at an annual rate of 7'%. FIGURE, 1: Cost-effectiveness Calculations Average Retro-commissioning Cost(per square foot) $0.30 Median ASHRAE 11 Audit Cost(per square foot) $0.31 Average Annual Savings(per square foot) $0.27 Year Total 1 2 3 4 5 Saving Persistence 100% 120% 50% 70% 0 Savings (per square foot) $0.9,27 $0.273 $01-327 $0.136 $0.191 $0.000 Discounted Lifecycle Savings (per square foot) $0.798 $0.255, $0_286 $0.111 $0.146 $0.000 Retro-commisioning Benefit-to-Cost Ratio 2.66 Audit and Retro-commisioning Benefit-to-Cost Ratio 1.31 Findin,gs Freidn, H., Claridge, Di., Toole, C., Frank, M�., Heinemeier, K., Cros,sman, K., Crowe, E., Choin�iere, D. (2010). "Annex 47: Report 3: Commissioning cost-benefit and persistence of savings." International Energy Agency, Energy Conservation in Buildings an�d unity Systems Programme, 28,9pp. http�//www.iea-annex,4'7.org/fichier/820150/Annex47-report3-Final. f. 4 Baechl�er, M., Sitrecker, C., Shafer, J. (20111). "A Guide to Energy Audits." DOE, Building Techn�ol�ogies Program. 3ppi. https://www.pnnl.gov/main/pu�blications/exterinalt niical_report L-20956.pdf % 11 E r�cl E IgEflrnan I Energy Policy consulting 2021-03-02 Agenda Packet Pale 92 of 484 Memo: Cost-Effectiveness of Audits and 3 Retro-Commissioning for Existing Buildings Retro-commissioning was found to be cost effective with a benefit-to-cost ratio of 2.66. Adding in the cost of an audit, and assuming no further savings as a result, the combination was also found to be cost-effective with a benefit-to-cost ratio of 1.31. 11 Eric E IgEflrnan I Energy Policy Consulting 2021-03-02 Agenda Packet Page 93 of 484 Written, Communications - Cohen Item 10 From: Lisa Cohen <Iisa@c,hiulavistac,hamb,er.org> Sent:Tuesday,, February 16, 20213:10:01 PM To: Kerry Bigelow<KBigelow@chiu�lavistac�a.gov> Cc: Marcy Weaver(C.V. ConVis) <ma�rcy chu�lavistac,hiamber.org>;Alicia Ontiveros <alicia@chul�avistachamber.,orgr> Subject: Letter for tonight's Council meeting Item# 10 please confirm receipt Warning: External ErnaGood afternoon Kerry, 1*1 Please find our attached letter for Item # 10 on the City Council Agenda this evening and confirm your receipt oft is email. If the Coluncil would like to order a Chula vista-Opolye board game the ust inabhility Editioln Click here Thank you so much! Warm regards, Lisa Lisa Cohen CEO Chub Vista Chamber of Commerce 233, 4th Avenue Chula Vista, CA 91,910, Work # 619-420-6603 Fax # 619-420-1269 Mobile # 619-341-4313 2021-03-02 Agenda Packet Pale 94 of 484 J�fi/%1%/lff 2 February 16, 2021 I"r 4 411` The Honorable Mayor Mary Casillas Salas, City of Chula Vista Councilmembers 276 F Street Chula Vista, CAS 91910 RE: Item # 10 on tonight's City Council Agenda Dear Mayor Mary and Councilmembers,. I am writing this letter,to express our, request to have the city trail for a later date,the implementation of the Building Performance Ordinance (BPO). The Chula Vista Chamber of Commerce is a 4-year old organization that serves as the voice of the Chula Vista businesses that provides jobs, ,generate tax revenue, build infrastructure, and provide services for the City of Chula Vista. Our members are the key contributors to the ChulaVista's economy and have helped foster growth of new businesses and commerce throughout the region. They also male significant contributions to the local economy, employing more than 30,000 individuals in Chula Vista. We advocate for programs, projects and public policy that adequately dans for the future and protects Chula Vista's quality of life. We encourage you to wait until, at a minimum,the state restrictions on businesses are completely lifted for implementation. We are also in full support of the staff costs to implement the audits,to be funded by the City's General Fund In these very difficult and unprecedented times, our businesses have been harnessing the brunt of the DCVI[ -1 Pandemic and need respite. Our Chamber is a CLEAN Business and a member of the EicoChoice with San Diego Gas Electric. We have supported the City's green initiatives in the past, and we have a seat at the table at the Climate Change Working (CCWG) where the initial goal of improving building energy efficiency was adopted. we are also proud to have partnered with the City of Chula Vista with our Chula "Vista _+ poly board game Sustainability Edition, promoting Chula Vista as the Sustainability Leader! We also appreciate the opportunity to review the proposed ordinance and look forward' to rovic in a similar role for future CCWG implementation programs. p � p p � inc I ly, Lisa Cohen CECT Chula Vista Chamber of Commerce Pac&Fourth Avenue Chula Vista., CA 919 10 619.420.6603fax 619.420.1269 i www.chulap*45f r I r l 1 ,r 1 r / i I I I i rrr / / / / / l 1 / I l / r1 f fr f f r / r / r r r of r r l i r , rrrrrrr i �II II I II , r il1V fi Y./,I.r i�..11111 Ill J u v ...0 vvvvvvvvvvv vvvvvvi i i 1.; I ?w, u(luuuuuuuuuuuuuuuuuuuuuuu", rrrrrr i.. i lim uuuuuuuuuuuuuuuuuuuuuuuu�IIIIIIVIIIIII(IV�II�I I III 1111111 I IIIIIIIIIIIIIIIIIIIIIII IIIIIIIIIIIIIII / / / �� ,,rrrrrrrr,,rrrr;,; 9 , , a I { i 9 I i e YY W / / r 1 i Availability When games are sold o / rr r / l f / l aaiaaoi , / / / / / t / / / .f r / F r / l r i / / r r t �rrrrrrrrrrrror f l / / r / 1 1 . r / / i 1 1JJJ�J r a / r r / .✓ ., �„rrr,,,,,,, �� , , � , r i 0 U �iA �fJtllftllf '""' '"' "”" ""' � a*"' N"' tll0f If10ftllftl�l "'" IlllllllllllllpllG � iaf " I 1 rrr r 1 wi I� En 'loy s o m efa m ilyfu n tz m e w z*tb ga m e n igb t! �RN, Jks, a Chula Vista CLEAN Business the env-iroiiment is tv important to us and it s r%I' rr , i important Uat's why we created a customs. Monopoly game board — ust for Chula. Vista — featuring our own businesses r anizat� ��rrrrrrrrrrrrrr, °i f local government age ies so they can share in the fun! if Getyoursfor my r-10 20,-0407 01,""T1-1IE C111TY OF C1-flj,,JL,A CIII-,,11AP ir E 15 26 OF T�1IHE C U L A V I S T'A M I.Jl N 1,C III l-,C 0 D�E 1�11"'�)".)'�`�)) 1E F17/11%�B I..III S H E N E G Y B�E IN C H A[",Z!,K I�IN G A D C 0 IN S E l��0 11)111d),,�', R E Q U II,IR IE M E IN�1"S, lf�:0 P. PIV/1111 U I.......I l� 1"01111,1 L.Y A ID C 0 M 11"k/11 E�R C I A L B L,,J�,l�1.,,D 11 N G S i��, s-r E A�D l� G Overall Sentiment M R)11 il �ui�wti w�w�r�� r„y Becky Th'Imm Location: 91910, Chula Vista Submitted At: 4:4 pm 01-05-21 Dear Mayor Salas & City Council Members, I support tonight's agenda Item #10, an ordinance to establish energy benchmarking and conservation requirements for multifamily and commercial buildings. Inefficient commercial and multifamily buildings are a large source of greenhouse gas emissions in Chula Vista. So we need to act now to make our building more energy efficient. I feel the benchmarking at this time will give us a good understanding on how energy efficient the older buildings are. By tracking energy use, owners can figure out what would be best for them to do to improve these buildings'' energy efficiency. Carolyn Scofield Location- Submitted At: 1:5 pm 01-05-21 Dear Mayor 'alas and City Council Members, I support tonight's agenda Item #10, an ordinance to establish annual: energy benchmarking using the Energy Star Portfolio Manager and to require energy efficiency retrofits for multifamily and commercial buildings. This ordinance presents an important opportunity to monitor and mitigate a significant source of deadly greenhouse 2021-03-02 Agenda Packet Pale 97 of 484 gas emissions in Chula Vista. The Ordinance Agenda Statement reports that'. "Chula Vista multifamily, commercial and industrial buildings over 20K square feet are emitting 113,000 mtoinsCO2e/year. The ordinance, is, projected to reduce these emissions by 6% after 10 years and 8% after 15 years. it In addition to the critical need to lower greenhouse gas emissions, retrofitting buildings to increase energy efficiency in work places and homes improves quality of life by increasing indoor air quality, moderating temperature extremes, and lowering operatingi costs. Reducing or delaying upfront fees helps address the current financial impacts felt by so many. Providing choices to meet energy efficiency goals that are most needed and cost-effective helps owners meet the ordinance requirements. During this process, educating residents about energy efficiency in buildings is a fundamental investment in the future of our city. I urge you to vote YES to establish energy benchmarking and conservation requirements for multifamily and commercial buildings in Chula Vista. Thank you. Noah Harris Location: 92103, San Diego Submitted At: 11:377 n"n 01-05-21 Good evening, Council. My name is Noah Harris, Policy Advocate with Climate Action Campaign, writing in support of this, ordinance to establish energy benchmarking and conservation requirements for multifamily and commercial buildings. The most up to date climate science says that we must fully transition off of fossil fuels by midcentury to stave off the most devastating impacts of climate change. Measuring the energy efficiency of local buildings is crucial to figuring out where emissions-reduction improvements are most needed. The consumption of climate-harming methane gas in buildings is one of the main sources of emissions in our region. In order to entirely eliminate building emissions, Chula Vista must commit to fully electrifying both new construction and existing buildings, to ensure cleaner, safer, and more sustainable buildings for all City residents., Thank you. Jason Anderson Location-, Submitted At: 10:1 cram 01-4 - 1 On behalf of Cleantech San Diego, I would like to register our support of the proposed benchmarking, ordinance. Cleantech San Diego is a member-based business organization that positions the greater San Diego region as a global leader in the cleantech economy. Our members include more than 120 businesses, universities, governments, and nonprofits committed to advancing sustainable solutions for the benefit of the economy and the environment. In the clean energy business, regulations like the ordinance before you today are not the enemy of economic growth. On the contrary, when governing bodies set clear and aggressive goals for greenhouse gas reductions, they set a goal that will be met with innovation and result in progress and economic growth. For this reason, we support the ordinance and encourage its adoption. Thank you. Rita Clement Location- 91914, cA VISTA Submitted At: 8-,16pm 01- 4-21 Dear Mayor Salas and Council members, I strongly support Agenda Item#1 0, an ordinance to establish energy benchmarking and conservation requirements for multi family and commercial build ings.Converting to efficient electric appliances is a core climate strategy and will improve both indoor and outdoor air quality. Research shows that retrofitting existing homes with heat pump water heating and space heating lowers total utility bills. The city must prioritize low - income households for building retrofits to be effective and equitable.Reliable and affordable energy services are essential, not only for comfort during heat waves and cold winters, but also for health and safety. co green Financing website helps residents find financing for energy saving projects. www.gogreenfinancing.com allows California residents and businesses to create a custom energy action plan, find rebates and incentives and find a financing option. This well thought out ordinance has been passed by the Sustainability Commission. Thank you for considering this, improvement to our 2017 Climate Action Plan. 2021-03-02 Agenda Packet Pale 98 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2021 File ID: 21-0026 TITS ORDINANCE OF THE CITY"of CHULAVISTA AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTER 2.52 To ADJUST THE CAMPAIGN CONTRIBUTION LIMIT FOR ANY ELECTION HELD ON OR AFTER JANUARY 1 2022 (FIRST READING RECOMMENDEDT Council place the ordinance on first reading. As required by Chula Vista Municipal pal Code section 2.52.0 40 D), the City Clerk has adjusted the campaign contribution limits for individuals and political party committees for any election occurring on or after January 1, 2022. Adoption of the ordinance amends various sections of the Municipal Code to reflect the adjusted limits. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with the California Environmental Quality ,Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section. 15060(c)(3) of the State CEQ.A. Guidelines, the activity is not subject to CEQA. Thus,no environmental review is required. BOARD/COMMISSION/COMMITTEE, Not applicable. DISCUSSION Chula Vista Municipal Code section.2.52.040 (D) requires the City Clerk to adjust the campaign contribution limit every odd-numbered year to reflect any changes in the Consumer Price Index for the San Diego area for the two-year period ending on December 31st of the previous year and requires these adjustments to be rounded to the nearest$10. The Consumer Price Index for the Sari Diego area for the periods ending December 201 and December 2020 were 292.547 and 303.932,respectively, demonstrating an increase of 3.89 percent. P 1 2021-03-02 Agenda Packet Page 99 of 484 The contribution limits were previously set at $350 for individuals and $1,190 for political party committees by Chula Vista Municipal Code section 2.52.040 (A) and (B), respectively. Applying the percentage of change of the Consumer Price Index and rounding to the nearest$10,the City Clerk adjusted the contribution limits to$360 for individuals and$1,240 for political party committees,. The City Clerk published the Notice of Campaign Contribution Limit Adjustment in the Star News, as required by Chula Vista Municipal Code section 2.52.040 (D), on February 12, 2021., Additionally, the Federal Voting Rights Act, together with an agreement between the U.S. Department of justice and the San Diego County Registrar of Voters, requires translation of all election-related materials and notices into covered languages predominantly spoken by 10,000 voters or more in the County. Therefore, the City Clerk has caused the notice to be translated into Chinese, Filipino, Spanish, and Vietnamese and published in language-specific newspapers,with publication dates between February 12, and 13, 2021. DECISION-MAKER CONFLICT" Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently,the 500-foot rule found in California Code of Regulations Title 2, section 18702.2(a)(11), is not applicable to this decision for purposes of determining a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cat. Gov't Code§87100,et seq.). Staff is not independently aware, and has not been informed by any City Councilmember, of any other fact that may constitute a basis for a decision maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT" Adoption of the proposed ordinance has no impact on the general fund. ONWING FISCAL IMPACT There is no ongoing fiscal impact. ATTACHMENTS Attachment 1: Proposed Amendment to Chula Vista Municipal Code Chapter 2.52 Staff Contact:Kerry Bigelow, City Clerk P : ge 2 2021-03-02 Agenda Packet Page 100 of 484 ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING VARIOUS SECTIONS, OF CHULA VISTA MUNICIPAL CODE CHAPTER 2.52 TO ADJUST THE CAMPAIGN CONTRIBUTION LIMIT FOR ANY ELECTION HELD ON OR AFTER JANUARY 1, 2022 WHEREAS, Chula Vista Municipal Code section 2.52.040 (D`) requires the City Clerk to adjust the campaign contribution limits every odd-numbered year to reflect any changes in the Consumer Price Index for the San Diego area for the two-year period ending on December 31 st of the previous year, and requires these adjustments to be rounded to the nearest $10; and WHEREAS, the Consumer Price Index for the San Diego area for the periods ending December 2018 and December 2020 were 292.547 and 303.932, respectively, demonstrating an increase of 3.89 percent; and WHEREAS, the contribution limit for individuals, other than a candidate, was previously set at $,350 by Chula Vista Municipal Code section 2.52.040 (A), and the contribution limit for political party committees was previously set at $1,190 by Chula Vista Municipal Code section 2. 2.040 (B); and WHEREASI based on applying the percentage of change in the Consumer Price Index and rounding to the nearest $1 , the City Clerk adjusted the contribution limit to $360 for individuals and $1,240 for political party committees; and WHEREAS, the City Clerk published the Notice of Campaign Contribution Limit Adjustment in the Star News on February 12, 2 21, and had the notice translated into Chinese, Filipino, Spanish, and Vietnamese and published in covered language-specific newspapers between February 12 and 13, 2021, as required by the Federal Voting Rights Act. NOW THEREFORE the City Council of the City of Chula Vista does ordain as follows: Section I. The following sections in Chula Vista Municipal Code chapter 2.52 are hereby amended and shall, read as follows.- 2.52.040 Campaign contribution limits. A. No person, other than a candidate, shall make a contribution in excess of $360 to a candidate for a single election contest. No candidate shall solicit or accept a contribution in excess of$360 from a person for a single election contest. A candidate may receive up to $360 from a person in each of the general and special elections. The contribution limit in this subsection shall be adjusted biannually pursuant to subsection (D) of this section. 2021-03-02 Agenda Packet Page 101 of 484 Ordinance No. Page 2 B. No political party committee, as that term is defined in California Government Code Section 85205, shall make a contribution in excess of$1,240 to a candidate for a single election contest. No candidate shall solicit or accept a contribution in excess of$1,240 from a political party committee for a single election contest. A candidate may receive up to $1,240 from a political party committee in each of the general and special elections. The contribution limit in this subsection shall be adjusted biannually pursuant to subsection (D) of this section. [Sections 2.52.040 C through I remain unchanged] 2.52.050 Loans. A. A candidate shall not personally loan to his or her campaign funds, with the intent to receive repayment of those funds, an aggregate amount in excess of$5,000 for a single election contest. B. A loan or extension of credit shall be considered a contribution from the maker of the loan or extender of credit and shall be subject to the contribution limit of $360 per person, pursuant to CVMC 2.52.040. The $360 contribution limit does not apply to loans made to a candidate for the purpose of a campaign by himself or herself or by a commercial lending institution in the lender's regular course of business on terms available to members of the general public for which the candidate is personally liable. 2.52.100 Written solicitations by candidates. Any candidate making a written solicitation for a contribution for his or her campaign for City elective office shall include the following written notice in no less than six point type on each such solicitation: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for City elective office to three hundred sixty dollars per person.* *The dollar amount to be included in this notice shall be amended biannually to reflect any CPI adjustment to the contribution limit made pursuant to CVMC 2.52.040(D). Section 11. Severability If any portion of this Ordinance, or its application to any person. or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. 2021-03-02 Agenda Packet Page 102 of 484 Ordinance No. Page 3 Section 111. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement,, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV, Effective Date This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as, to form by Kerry K. Bigelow, MMC Glen R. Googins City Clerk City Attorney 2021-03-02 Agenda Packet Page 103 of 484 Attachment 1 Proposed Amendments to Sections of Chula Vista Municipal Code Chapter 2.52 2.52.040 Campaign contribution limits. A. No person, other than a candidate, shall make a contribution in excess of$3-5-0-360 to a candidate for a single election contest. No candidate shall solicit or accept a contribution in excess of$-3&0-360 from a person for a single election contest.A candidate may receive up to $35-0-360 from a person in each of the general and special elections. The contribution limit in this subsection shall be adjusted biannually pursuant to subsection (D) of this section. B. No political party committee, as that term is defined in California Government Code Section 85205, shall make a contribution in excess of$44-W1,240 to a candidate for a single election contest. No candidate shall solicit or accept a contribution in excess of $44, -9441,,240,from a political party committee for a single election contest.A candidate may receive up to $4,4401,240 from a political party committee in each of the general and special elections. The contribution limit in this subsection shall be adjusted biannually pursuant to subsection (D') of this section. [Sections 2.52.040 C through I remain unchanged] 2.52. 50 Loans. A.A candidate shall not personally loan to his or her campaign funds,with the intent to receive repayment of'those funds, an aggregate amount in excess of$5,000 for a single election contest. B.A loan or extension of credit shall be considered a contribution from the maker of the loan or extender of credit and shall be subject to the contribution limit of$34-0-360 per person, pursuant to CVMC 2.52.040. The $340-360 contribution limit does not apply to loans made to a candidate for the purpose of a campaign by himself or herself or by a commercial lending institution in the lender's regular course of business on terms available to members of the general public for which the candidate is personally liable. 2.52.100 Written solicitations by candidates. Any candidate making a written solicitation for a contribution for his or her campaign for City elective office shall include the following written notice in no less than six-point type on each such solicitation: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for City elective office to three hundred 44y-5jxty dollars per person.* The dollar amount to be included in this notice shall be amended biannually to reflect any CPI adjustment to the contribution limit made pursuant to CVMC 2,.,52.040(D). 2021-03-02 Agenda Packet Page 104 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2, 2021 File ID: 21-0024 ,TITS RESOLUTION of THE CITY COUNCIL of THE CITY of CHU A VISTA AMENDING THE FY 2020,/2021 CIF PROGRAM BUDGET BY APPROPRIATING $60,000 FROM THE AVAILABLE BALANCE OF TIE TRAFFIC SIGNAL FUND To TRF0405, `INSTALLATION of PEDESTRIAN COUNTDOWN INDICATIONS AND TRAFFIC SIGNAL MODIFICATIONS";AND APPROPRIATING$75,000 FROM THE AVAILABLE BAL CE OF THE SEWER FACILITIES REPLACEMENT FUND To SWR0293, "PARKSIDE SEWAGE PUMP STATION ,/5 VOTE REQUIRED) RECOMMENDED AC"TION Council adopt the resolution. SUMMARY On September 10, 2019,the City Council awarded a construction contract to HMS, Inca for the Installation of Pedestrian Countdown Indications and Traffic Signal Modifications (CIP No. TR170405). Delays during construction due to longer than anticipated traffic signal equipment fabrication times resulted in additional construction time and staff cast increases to the project which :have exceeded the project contingencies. .Adoption of the resolution will appropriate$60,000 from the Traffic Signal Fund to TRF0405. On October 15, 2019, the City Council awarded a construction contract to Blue Pacific Engineering and Construction for the Parkside Sewage Pump Station project (,SWR0293). During construction, significant delays were encountered scheduling the utility company to install and en.er,g ze the electric and gas meters, resulting in additional construction time that is likely to result in consultant, contractor, and staff cost increases to the project that will exceed the project contingencies. Adoption of the resolution will appropriate $75,000 from the Serer Facilities Replacement Fund to SWR0293. ENVIRONMEN'TAL REVIEW The Development Services Director has reviewed the proposed project for compliance with the California Environmental Quality Act CEQA)and has determined that the project qualifies for a Categorical Exemption pursuant to State CEQA Guidelines Section 15,301 Clans 1 (Existing Facilities), Section 15302 Class 2 (Replacement or Reconstruction), and Section 15303 class 3 (New Construction or Conversion of Small Structures) because the proposed actions would not result in a significant effect on the environment, create a cumulative impact,damage a scenic highway,or cause a substantial adverse change in the significance of a :historical resource.Thus,no further environmental review is required. P 1 2021-03-02.Agenda Packet Page 105 of 484 BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not Applicable. DISCUSSION Installation of Pedestrian Countdown Indications and Traffic Signal Modifications fCIP No.TRF0405J This project installed pedestrian countdown indications,which graphically show pedestrians when it is safe to cross a street, at 117 intersections throughout the City. The project also installed new traffic signals at three intersections to reduce traffic delays and improve traffic circulation,including a new signal at the Third Avenue and Davidson Street intersection. At the Third Avenue and Davidson Street intersection, the "TRF 0405 project was required to coordinate construction activities with a separate CIP project,the Third Avenue Streetscape Improvement project., Due to this coordination,the existing traffic signal poles and pedestrian lights were removed before the new poles were fabricated, to allow the Third Avenue Streetscape Improvement project to complete the required sidewalk improvements,. A temporary pedestrian lighting system was installed to light the intersection until the new traffic signals were installed. Fabrication of the traffic signals was delayed at the manufacturing plant due to COVID impacts to plant staff, causing the temporary lighting system to be in place longer than anticipated, resulting in project delays and staff cost increases of' approximately $60,000, exceeding the project contingencies and resulting in the need for additional project funds. Staff recommends Council adopt the resolution to approve an appropriation of $60,000 from the Traffic Signal Fund to TRF0405 to cover the additional staff costs. Parkside Sewa,Ly,ePugin p Station D rade QIPNo.SWR029,31 This project replaced an existing sewer pump station in Parkside Drive,and installed a new sewage wet well, emergency overflow tank,emergency generator,and dual force main pipelines in Parkside Drive. The new pump station required a new electric meter for the pumps and a new gas meter for the emergency generator. Significant delays were encountered with the utility company during the inspection and energizing of the new meters,resulting in delays to the project's completion and consultant, contractor,and staff cost increases that are likely to exceed the project contingencies and result in the need for additional project funds. The delay impacts and cost increases are not fully known at this time. It is anticipated that the additional cost will not exceed$75,000. Staff recommends Council adopt the resolution to approve an appropriation of $75,000 from the Sewer Facilities Replacement Fund to SWR0293 to cover the additional project and staff costs. DECISION-MAKER C'ONFLK.7 Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2,section 18702.2(a)(7) or (8),for purposes of the Political Reform Act(Cal. Gov't Code §87100, et seq.). P 2 2021-03-02 Agenda Packet Page 106 of 484 Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approval of the resolution will appropriate $60,,000 in Traffic Signal funds, to TRF0405; and appropriate $75,000 in Sewer Facility Replacement funds to R0 93. Sufficient funds are available for said appropriations;therefore,there is no additional impact to the Traffic Signal and Sewer Facility Replacement Funds. ONGOING FISCAL IMPACT The improvements for the projects will require routine maintenance. ATTACHMENTS None., Staff Contact:Nicola Kavanagh, Principal Civil Engineer P 3 2021-03-02 Agenda Packet Pale 107 of 484 RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL COIL t F THE CITY OF CSI-ULA VISTA AMENDING ING FETE FISCAL, YEAR 202012021. CHIP PROGRAM BUDGET BY APPROPRIATING $60,000 FROM THE AVAILABLE BALANCE E off" THE TRAFFIC SIGNAL FUND TO TRF040 , "'INSTALLATION OF PEDESTRIAN COUNTDOWN INDICATIONS AND TRAFFIC SIGNAL MODIFICATIONS` '; AND APPROPRIATING $75,000 FROM THE AVAILABLE BALANCE OF THE SEWER FACILITIES REPLACEMENT FUND TO SWR0293 "PAR SIDE SEWAGE PUMP STATION" (4/5 VOTE REQUIRED) WHEREAS, on September 1.o, 2019, the City Council awarded a construction contract to HMS, Inc. for the Installation of Pedestrian. Countdown. Indications and Traffic Signal Modifications (CHIP No. TRF0405); and WHEREAS, the TRF0405 project installed pedestrian countdown indications at 117 intersections throughout the City and installed new traffic signals at three intersections including a new signal at the Third Avenue and Davidson Street intersection; and WHEREAS, construction of the new signal at the Third Avenue and Davidson Street intersection required coordination between the TRFo4o project separate CIP project, the q r+C3 e'�t an a Third Avenue Streetscape Improvement project; and. WHEREAS, due to this coordination, the existing traffic signal poles and pedestrian lights were removed before the new polus were fabricated, to allow the Third Avenue Streetscape Improvement t project to complete the required sidewalk improvements; and WHEREAS, a temporary pedestrian lighting system was installed to light the intersection r until the new traffic signals were installed, however fabrication of the traffic signals was delayed at the manufacturing plant due to COVID impacts to plant staff,, causng the e temporary lighting system to be in place longer than anticipated, and WHEREAS, these delays resulted in increased staff costs of approximately o,000, which exceed the project contingencies and result in the geed for additional project finds; and WHEREAS, adoption of the resolution. will, appropriate $60,000 from the Traffic Signal. Fund.to TRF040 ; and WHEREAS, on October 15, 2019, the City Council marded a construction contract to Blue Pacific Engineering and Construction for the Parkside Sewage Pump Station project (Cly' No. SWR02 3); and 2021-03-02 Agenda Packet Page 108 of 484 Resolution No Page 2 WHEREAS,, the SWR029,3 project replaced an existing sewer pump station in Parkside Drive, and installed a new sewage wet well, emergency overflow tank, emergency generator, and dual force main pipelines in Parkside Drive-, and WHEREAS, the new pump station required a new electric meter for the pumps and a new gas meter for the emergency generator; and WHEREAS, significant delays were encountered with the utility company during the inspection and energizing of these new meters, resulting in delays to the project's completion date and increases to consultant, contractor, and staff costs, that are likely to exceed the project contingencies; and WHEREAS, the delay impacts and cost increases are not fully known at this time, but staff anticipates that the additional costs will not exceed $75,000; and WHEREAS, adoption of the resolution will appropriate $75,000 from the Sewer Facilities Replacement Fund to SWR0293 to cover the additional project costs; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista that it approves the appropriation of $60,000 from the available balance of the Traffic Signal Fund to TRF0405; and the appropriation of $75,000 from the available balance of the Sewer Facilities Replacement Fund to SWR0293. Presented by Approved as to form by William S. Valle Glen R. Googins Director of Engineering & Capital Projects City Attorney 2021-03-02 Agenda Packet Page 109 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2021 File IIS: 21-0015 TITS RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AMENDMENT TO,THE AGREEMENT WITH CLAIMS MANAGEMENT ASSOCIATES, INC.To PROVIDE CLAIMS LIABILITY SERVICES RECOMMENDEDI I Council adopt the resolution. SUMMARY The City of Chula'Vista and Claims Management Associates, Inc. ("CMA") entered into an agreement in July 2017,by which CMA agreed to provide services for investigation, adjustment, processing, and resolution of third parties claims against the City. The agreement authorized 5 one-year,extensions, each with a"not-to- exceed)I not-toexceed" amount of$50,000. Due to the volume of claims work the City is experiencing, staff recommends amending the agreement to increase that amount to $100,000 per year. ENVIRONMENTAL REVIEW Environmental Notice: The activity is not a "Project" as defined under section 15378 of the California Environmental Quality Act state Guidelines; therefore, pursuant to state Guidelines section 15060(c)(3) no environmental review is required. BOARD/COMMISSION/COMMITTEE Not applicable. DISCUSSION The City receives claims from third parties who allege that the City is legally responsible for damage or loss experienced by the third party. These claims may include Government "fort Liability, Property and Automobile liability claims and other potential claims for money damages. Claims require investigation., adjustment,processing,supervision and,ultimately,resolution. The City entered into an agreement with CMA in 2017 for provision of claims management services. The original agreement had a one-year term and authorized five one-year extensions, each with a maximum compensation amount of$50,808. since entering into the original agreement, the City has experienced an increase in claim volume,resulting in an increase in the volume of services seeded to be performed by CMA. To date, the City has executed tree of the five extensions authorized under the agreement. The current 1 . 0 0 1 P IiI 1 2021-03-02 Agenda Packet Page 110 of 484 extension is valid through June 30,2021.Investigative and processing expenses related to claims filed against the City have exceeded the original contract amount of$50,000. Staff is requesting an additional$50,000 be approved for this contract to complete work through the end of the fiscal year. In addition, City staff anticipates that the increased volume of claims will continue through at least the next two fiscal years, necessitating an increase in the authorized amounts for those,years as well.As a result,City staff is requesting that the City Council authorize an increase in the maximum contract amount for this year, and for the next two years remaining under the agreement, from $50,000 to $100,000 per year. The attached resolution approves contractual amendments that would accomplish these increases. DECISION-MAKER C"ONFLIC'Ir Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the, real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal.Govt Code§87100,et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT Approving the Amendment to the agreement with Claims Management Associates, Inc. increases the not-to- exceed compensation from $50,000 to $100,000. These funds are currently appropriated in the Public Liability Trust budget and no additional fund appropriation is requested., ONGOING FISCAL IMPACT Approving the Amendment to the agreement with Claims Management Associates, Inc. increases the not-to- exceed compensation from$,50,000 to$100,000 for the next two fiscal years.These funds will be included in the baseline budget for the Public Liability Trust in the upcoming budget cycle. ATTACHMENTS 1. Agreement with Claims Management Associates, Inc. 2. Agreement Extension 3 of 5 for Claims Management Associates,Inc. 3. First Amendment to Agreement with Claims Management Associates, Inc. Staff Contact:Melanie Culuko, Law Office lana, er P 2 2021-03-02 Agenda Packet Page 111 of 484 RESOLUTION NO. RESOLUTION N F THE CITY COUNCIL OF TIME CITY OF CHOLA VISTA APPROVING AN AMENDMENT TO THE AGREEMENT WITH CLAIMS MANAGEMENT ENT ASSOCIATES, INC. TO PROVIDE CLAIMS LIABILITY SERVICES WHEREAS, the City entered into an agreement with. Claims Management Services ("CMA") in 2017, by which CMA agreed to perform certain services related to processing liability claims filed against the City; and WHEREAS, the agreement authorized five one-year extensions to the agreement, with. each extension being capped at an annual, not-to-exceed amount of 50,000, and the parties are in the midst of the third extension, covering the period of July 1, 2020 through. June 30, 2021; and WHEREAS, City has experienced an increase in claims filings, necessitating an increase in the volume of work to be performed.by CMA; and WHEREAS, costs associated with the increased work volume are expected to exceed the current contractual authorization and staff is requesting that the "not-to-exceed" amount for each of the remaining extension periods, including the option period covering the current fiscal year, be increased from $50,000 to $1001000. NOW, THEREFORE, BE IT RESOLVED by the Citi Council of the Citi of Chula Vista, that it approves the First Amendment to the City of Chula Vista Contractor Services Agreement between the City and Claims Management Services, Inc., in the form presented, with such minor modifications as may be required or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and directs the Mayor to execute same. Presented by Approved as to form by Glee R. Goog ns Glen R. Googin.s City Attorney City Attorney 2021-03-02 Agenda Packet Page 112 of 484 CITY OF CHULA VISTA CONTRACTOR/SERVICE PROVIDER AGREEMENT WITH CLAIMS MANAGEMENT ASSOCIATES, INC. TO PROVIDE LIABILITY CLAIMS SERVICES This Agreement is entered into effective as of July 1, 2017 ("Effective Date") by and between the City of Chula Vista, a chartered municipal corporation ("City") andClaims Management Associates, Inc., aCalifornia Corporation)("Contractor/Service Provider") (collectively, the "Parties"and, individually, a "Party") with reference to the following facts: RECITALS WHEREAS.Clairns Management Associates was hired in 2008 because they provided the best combination of qualified services, competitive rates and experience;and WHEREAS Contractor has the experience and qualifications to perform the services as outlined in Exhibit A; and WHEREAS, Contractor warrants and represents that they are experienced and staffed in a manner such that they are and can prepare and deliver the services required of Contractor to City within the time frames herein provided all in accordance with the terms and conditions of this Agreement; WHEREAS, Contractor/Service Provider warrants and represents that it is experienced and staffed in a manner such that it can deliver the services required of Contractor/Service Provider to City in accordance with the time frames and the terms and conditions of this Agreement. [End of Recitals. Next Page Starts Obligatory Provisions.] ........... --------------- -----------------. I City of Chula Vista Agreement No.: 17080 1 Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 113 of 484 OBLIGATORY PROVISIONS NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein,, and other good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and Contractor/Service Provider hereby agree as follows: LSERVICES 1.1 Required Services. Contractor/Service Provider agrees to perform the services, and deliver to City the"Deliverables" (if any)described in the attached Exhibit A, incorporated into the Agreement by this reference, within the time frames set forth therein, time being of the essence for this Agreement. The services and/or Deliverables described in Exhibit A shall be referred to herein as the "Required Services." 1.2 Reductions in Scope of Work.City may independently, or upon request from Contractor/Service Provider, from time to time, reduce the Required Services to be performed by the Contractor/Service Provider under this Agreement. Upon doing so, City and Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating a corresponding reduction in the compensation associated with the reduction. 1.3 Additional Services.Subject to compliance with the City'sCharter, codes, policies, procedures and ordinances governing procurement and purchasing authority, City may request Contractor/Service Provider provide additional services related to the Required Services ("Additional Services"). If so, City and Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating an amendment to Exhibit A, to add the Additional Services, Unless otherwise agreed, compensation for the Additional Services shall be charged and paid consistent with the rates and terms already provided therein. Once added to Exhibit A. "Additional Services" shall also become "Required Services" for purposes of this Agreement. 1.4 Standard of Care.Contractor/Service Provider expressly warrants and agrees that any and all Required Services hereunder shall be performed in accordance with the highest standard of care exercised by members of the profession currently practicing under similar conditions and in similar locations. 1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual approval only and does not relieve the Contractor/Service Provider of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of the Contractor/Service Provider or its subcontractors. 1.6 Security for Performance. In the event that Exhibit A Section 4 indicates the need for Contractor/Service Provider to provide additional security for performance of its duties under this Agreement, Contractor/Service Provider shall provide such additional security prior to commencement of its Required Services in the form and on the terms prescribed on Exhibit A, or as otherwise prescribed by the City Attorney. ............... . -----------. City of Chula Vista Agreement No.: 17080 Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 114 of 484 1.7 Compliance with Laws. In its performance of the Required Services, Contractor/Service Provider shall comply with any and all applicable federal, state and local laws, including the Chula Vista Municipal Code. 1.8 Business License. Prior to commencement of work, Contractor/Service Provider shall obtain a business license from City. 1.9 Subcontractors. Prior to commencement of any work, Contractor/Service Provider shall submit for City's information and approval a list of any and all subcontractors to be used by Contractor/Service Provider in the performance of the Required Services. Contractor/Service Provider agrees to take appropriate measures necessary to ensure that all subcontractors and personnel utilized by the Contractor/Service Provider to complete its obligations under this Agreement comply with all applicable laws, regulations, ordinances, and policies, whether federal, state, or local. In addition, if any subcontractor is expected to fulfill any responsibilities of the Contractor/Service Provider under this Agreement, Contractor/Service Provider shall ensure that each and every subcontractor carries out the Contractor/Service Provider's responsibilities as set forth in this Agreement. 1.10 Term. This Agreement shall commence on the earlier to occur of the Effective Date or Contractor/Service Provider's commencement of the Required Services hereunder, and shall terminate when the Parties have complied with all their obligations hereunder; provided, however, provisions which expressly survive termination shall remain in effect. 2. COMPENSATION 2.1 General. For satisfactory performance of the Required Services, City agrees to compensate Contractor/Service Provider in the amount(s) and on the terms set forth in Exhibit A. Section 4. Standard terms for billing and payment are set forth in this Section. 2.2 Detailed Invoicin.Contractor/Service Provider agrees to provide City with a detailed invoice for services performedeach month, within thirty (3 0) days of the end of the month in which the services were performed, unless otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following the Effective Date of the Agreement. All charges must be presented in a line item format with each task separately explained in reasonable detail. Each invoice shall include the current monthly amount being billed, the amount invoiced to date, and the remaining amount available under any approved budget. Contractor/Service Provider must obtain prior written authorization from City for any fees or expenses that exceed the estimated budget. 2.3 Pa ment to Contractor/Service Provider. Upon receipt of a properly prepared invoice and confirmation that the Required Services detailed in the invoice have been satisfactorily performed, City shall payContractor/Service Provider for the invoice amount within thirty (3 0) days. Payment shall be made in accordance with the terms and conditions set forth in Exhibit A and section 2.4, below. At City's discretion, invoices not timely submitted may be subject to a penalty of up to five percent (5%) of the amount invoiced. ........... ------------ 3 City of Chula Vista Agreement No.: 17080 1 Contractor/Service Provider Name:claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 115 of 484 2.4 Retention Polic City shall retain ten percent (10%) of the amount due for Required Services detailed on each invoice (the "holdback amount"). Upon City review and determination of Project Completion, the holdback amount will be issued to Contractor/Service Provider. 2.5 Reimbursement of Costs. City may reimburse Contractor/Service Provider's out- of-pocket costs incurred by Contractor/Service Provider in the performance of the Required Services if negotiated in advance and included in Exhibit A. Unless specifically provided in Exhibit A, Contractor/Service Provider shall be responsible for any and all out-of-pocket costs incurred by Contractor/Service Provider in the performance of the Required Services. I 2.6 Exclusions City shall not be responsible for payment to Contractor/Service Provider for any fees or costs in excess of any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City shall also not be responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or related to the errors, omissions, negligence or acts of willful misconduct of Contractor/Service Provider, its agents, employees, or subcontractors. 2.7 Pqyment Not Final A roval. Contractor/Service Provider understands and agrees that payment to the Contractor/Service Provider or reimbursement for any Contractor/Service Provider costs related to the performance of Required Services does not constitute a City final decision regarding whether such payment or cost reimbursement is allowable and eligible for payment under this Agreement, nor does it constitute a waiver of any violation by Contractor/Service Provider of the terms of this Agreement. If City determines that Contractor/Service Provider is not entitled to receive any amount of compensation already paid, City will notify Contractor/Service Provider in writing and Contractor/Service Provider shall promptly return such amount. 3. INSURANCE 3.1 Required Insurance. Contractor/Service Provider must procure and maintain, during the period of performance of Required Services under this Agreement, and for twelve months after completion of Required Services, the policies of insurance described on the attached Exhibit B5 incorporated into the Agreement by this reference (the "Required Insurance"). The Required Insurance shall also comply with all other terms of this Section. 3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the Required Insurance must be disclosed to and approved by City in advance of the commencement of work. 3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best's rating of A V or better, or, if insurance is placed with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines Insurers (LESLI) with a current A.M. Best's rating of no less than A X. For Workers' Compensation Insurance, insurance issued by the State Compensation Fund is also acceptable. 4 City of Chula Vista Agreement No.: 17080 Contractor/Service Provider Name:claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 116 of 484 3.4 Subcontractors. Contractor/Service Provider must include all sub- contractor/service providers as insureds under its policies and/or furnish separate certificates and endorsements demonstrating separate coverage for those not under its erti policies. Any separate coverage for sub-contractor/service providers must also comply with the terms of this Agreement. 3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified as required in Exhibit B or as may otherwise be specified by City's Risk Manager.. The general liability additional insured coverage must be provided in the form of an endorsement to the Contractor/Service Provider's insurance using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude Products/Completed Operations coverage. 3.6 General Liability Coveraae to be "Prima Contractor/Service Provider's general liability coverage must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers is wholly separate from the insurance provided by Contractor/Service Provider and in no way relieves Contractor/Service Provider from its responsibility to provide insurance. 3.7 No Cancellation.No Required Insurance policy may be canceled by either Party during the required insured period under this Agreement, except after thirty days' prior written notice to the City by certified mail, return receipt requested. Prior to the effective date of any such cancellation Contractor/Service Provider must procure and put into effect equivalent coverage(s). 3.8 Waiver of Subrogation. Contractor/Service Provider's insurer(s) will provide a Waiver of Subrogation in favor of the City for each Required Insurance policy under this Agreement. In addition, Contractor/Service Provider waives any right it may have or may obtain to subrogation for a claim against City. 3.9 Verification of Covera e. Prior to commencement of any work, Contractor/Service Provider shall furnish City with original certificates of insurance and any amendatory endorsements necessary to demonstrate to City that Contractor/Service Provider has obtained the Required Insurance in compliance with the terms of this Agreement. The words "will endeavor" and "but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents, or representatives" or any similar language must be deleted from all certificates. The required certificates and endorsements should otherwise be on industry standard forms. The City reserves the right to require, at any time, complete, certified copies of all required insurance policies, including endorsements evidencing the coverage required by these specifications. 3.10 Claims Made Polis y.,Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability and/or Errors & Omissions coverage are required and are provided on a claims-made form, the following requirements also apply: 5 City of Chula Vista Agreement No.: 17080 nan tractor/Service Provider Name:claims Management Associates,Inc. C 0itil 2021-03-02 Agenda Packet Page 117 of 484 a. The "Retro Date" must be shown, and must be before the date of this Agreement or the beginning of the work required by this Agreement. b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5) years after completion of the work required by this Agreement. c. If coverage is canceled or non-renewed, and not replaced with another claims- made policy form with a "Retro Date" prior to the effective date of this Agreement, the Contractor/Service Provider must purchase "extended reporting" coverage for a minimum of five (5) years after completion of the work required by this Agreement. d. A copy of the claims reporting requirements must be submitted to the City for review. 3.11 Not a Limitation of Other Obligations, Insurance provisions under this section shall not be construed to limit the Contractor/Service Provider's obligations under this Agreement, including Indemnity. 3.12 Additional Coverage. To the extent that insurance coverage provided by Contractor/Service Providermaintains higher limits than the minimums appearing in Exhibit B, City requires and shall be entitled to coverage for higher limits maintained. UNDEMNIFICATION 4.1. General. To the maximum extent allowed by law, Contractor/Service Provider shall protect, defend, indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers (collectively, "Indemnified Parties"), from and against any and all claims, demands, causes of action, costs, expenses, (including reasonable attorneys' fees and court costs), liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of Contractor/Service Provider, its officials, officers, employees, agents, and contractors, arising out of or in connection with the performance of the Required Services, the results of such performance, or this Agreement. This indemnity provision does not include any claims, damages, liability, costs and expenses arising from the sole negligence or willful misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which may be in combination with the active or passive negligent acts or omissions of the Contractor/Service Provider, its employees, agents or officers, or any third party. 4.2. Modified Indemnity Where Apreement Involves Desian- Professional Services. Notwithstanding the forgoing, if the services provided under this Agreement are design professional services, as defined by California Civil Code section 2782.8, as may be amended from time to time, the defense and indemnity obligation under Section 1, above, shall be limited to the extent required by California Civil Code section 2782.8. 6 [City of Chula Vista Agreement No.: 17080 Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 118 of 484 4.3 Costs of Defense and Award. Included in Contractor/Service Provider's obligations under this Section 4is Contractor/Service Provider's obligation to defend, at Contractor/Service Provider's own cost, expense and risk, any and all suits, actions or other legal proceedings that may be brought or instituted against one or more of the Indemnified Parties. Subject to the limitations in this Section 4, Contractor/Service Provider shall pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified Parties for any and all related legal expenses and costs incurred by any of them. 4.4. Contractor/Service Provider's Oblipations Not Limited or Modified. Contractor/Service Provider's obligations under this Section 4 shall not be limited to insurance proceeds, if any, received by the Indemnified Parties, or by any prior or subsequent declaration by the Contractor/Service Provider. Furthermore, Contractor/Service Provider's obligations under this Section 4 shall in no way limit, modify or excuse any of Contractor/Service Provider's other obligations or duties under this Agreement. 4.5. Enforcement Costs. Contractor/Service Provider agrees to pay any and all costs City incurs in enforcing Contractor/Service Provider's obligations under this Section 4. 4.6 Survival. Contractor/Service Provider's obligations under this Section 4 shall survive the termination of this Agreement. 5. FINANCIAL INTERESTS OF CONTRACTOR/SERVICE PROVIDER. 5.1 Form 700 Filina. The California Political Reform Act and the Chula Vista Conflict of Interest Code require certain government officials and Contractor/Service Providers performing work for government agencies to publicly disclose certain of their personal assets and income using a Statement of Economic Interests form. (Form 700). In order to assure compliance with these requirements, Contractor/Service Provider shall comply with the disclosure requirements identified in the attached Exhibit C, incorporated into the Agreement by this reference. 5.2 Disclosures-, Prohibited Interests. Independent of whether Contractor/Service Provider is required to file a Form 700, Contractor/Service Providerwarrants and represents that it has disclosed to City any economic interests held by Contractor/Service Provider, or its employees or subcontractors who will be performing the Required Services, in any real property or project which is the subject of this Agreement. Contractor/Service Provider warrants and represents that it has not employed or retained any company or person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service Provider, to solicit or secure this Agreement. Further, Contractor/Service Provider warrants and represents that it has not paid or agreed to pay any company or person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service Provider, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor/Service Provider further warrants and represents that no officer or employee of City, has any interest, whether contractual, non-contractual,, financial or otherwise, in this transaction, the proceeds hereof, or in the business of ----------- ------- -------- 7 City of Chula Vista Agreement No.: 17080 1 Contractor/Service Provider Name:claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 119 of 484 Contractor/Service Provider or Contractor/Service Provider's subcontractors. Contractor/Service Provider further agrees to notify City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties, City shall have the right to rescind this Agreement without liability. 6. REMEDIES 6.1 Termination for Cause. If for any reason whatsoever Contractor/Service Provider shall fail to perform the Required Services under this Agreement, in a proper or timely manner, or if Contractor/Service Provider shall violate any of the other covenants, agreements or conditions of this Agreement (each a "Default"), in addition to any and all other rights and remedies City may have under this Agreement, at law or in equity, City shall have the right to terminate this Agreement by giving five (5) days written notice to Contractor/Service Provider. Such notice shall identify the Default and the Agreement termination date. If Contractor/Service Provider notifies City of its intent to cure such Default prior to City's specified termination date, and City agrees that the specified Default is capable of being cured, City may grant Contractor/Service Provider up to ten (10) additional days after the designated termination date to effectuate such cure. In the event of a termination under this Section 6.1, Contractor/Service Provider shall immediately provide City any and all "Work Product" (defined in Section 7 below) prepared by Contractor/Service Provider as part of the Required Services. Such Work Product shall be City's sole and exclusive property as provided in Section 7 hereof. Contractor/Service Provider may be entitled to compensation for work satisfactorily performed prior to Contractor/Service Provider's receipt of the Default notice; provided, however, in no event shall such compensation exceed the amount that would have been payable under this Agreement for such work, and any such compensation shall be reduced by any costs incurred or projected to be incurred by City as a result of the Default. 6.2 Termination or Suspension for Convenience of City. City may suspend or terminate this Agreement, or any portion of the Required Services, at any time and for any reason, with or without cause, by giving specific written notice to Contractor/Service Provider of such termination or suspension at least fifteen (15) days prior to the effective date thereof. Upon receipt of such notice, Contractor/Service Provider shall immediately cease all work under the Agreement and promptly deliver all "Work Product" (defined in Section 7 below) to City. Such Work Product shall be City's sole and exclusive property as provided in Section 7 hereof. Contractor/Service Provider shall be entitled to receive just and equitable compensation for this Work Product in an amount equal to the amount due and payable under this Agreement for work satisfactorily performed as of the date of the termination/suspension notice plus any additional remaining Required Services requested or approved by City in advance that would maximize City's value under the Agreement. 6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this Section, Contractor/Service Provider hereby expressly waives any and all claims for damages or compensation as a result of such termination except as expressly provided in this Section 6. .............. ........... -------------- ------------ ---------------....... ---------------- ......... ... 8 City of Chula Vista Agreement No.: 17080 1 Contractor/Service Provider Name:claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 120 of 484 6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this Agreement against City unless a claim has first been presented in writing and filed with City and acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may be amended, the provisions of which, including such policies and procedures used by City in the implementation of same, are incorporated herein by this reference. Upon request by City, Contractor/Service Provider shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. 6.5 Governing LawNenue. This Agreement shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this Agreement shall be brought only in San Diego County, State of California. 6.6 Service of Process.Contractor/S ervice Provider agrees that it is subject to personal jurisdiction in California. If Contractor/Service Provider is a foreign corporation, limited liability company, or partnership that is not registered with the California Secretary of State, Contractor/Service Provider irrevocably consents to service of process on Contractor/Service Provider by first class mail directed to the individual and address listed under "For Legal Notice," in section I.B. of Exhibit A to this Agreement, and that such service shall be effective five days after mailing. 7. OWNERSHIP AND USE OF WORK PRODUCT All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other materials or properties produced in whole or in part under this Agreement in connection with the performance of the Required Services (collectively "Work Product") shall be the sole and exclusive property of City. No such Work Product shall be subject to ry private use, copyrights or patent rights by Contractor/Se ice Provider in the United States or in any other country without the express, prior written consent of City. City shall have unrestricted authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in part, any such Work Product, without requiring any permission of Contractor/Service Provider, except as may be limited by the provisions of the Public Records Act or expressly prohibited by other applicable laws. With respect to computer files containing data generated as Work Product, Contractor/Service Provider shall make available to City, upon reasonable written request by City, the necessary functional computer software and hardware for purposes of accessing, compiling, transferring and printing computer files. &GENERAL PROVISIONS 8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties. 8.2 Assipnment. City would not have entered into this Agreement but for Contractor/Service Provider's unique qualifications and traits. Contractor/Service Provider shall not assign any of its rights or responsibilities under this Agreement, nor any part hereof, without City's prior written consent, which City may grant, condition or deny in its sole discretion. ------------- 9 City of Chula Vista Agreement No.: 17080 1 Contractor/Service Provider Name:claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 121 of 484 8.3 Authority. The person(s) executing this Agreement for Contractor/Service Providerwarrants and represents that they have the authority to execute same on behalf of Contractor/Service Provider and to bind Contractor/Service Provider to its obligations hereunder without any further action or direction from Contractor/Service Provider or any board,principle or officer thereof. 8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which shall constitute one Agreement after each Party has signed such a counterpart. 8.5 Entire Agr ement. This Agreement together with all exhibits attached hereto and other agreements expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein by reference. All prior or contemporaneous agreements, understandings, representations, warranties and statements, oral or written, are superseded. 8.6 Record Retention. During the course of the Agreement and for three (3) years following completion of the Required Services,Contractor/Service Provider agrees to maintain, intact and readily accessible, all data, documents, reports, records, contracts, and supporting materials relating to the performance of the Agreement, including accounting for costs and expenses charged to City, including such records in the possession of sub- contractors. 8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such additional documents and instruments as may be reasonably required in order to carry out the provisions of this Agreement and the intentions of the Parties. 8.8 Independent Contractor. Contractor/Service Provider is and shall at all times remain as to City a wholly independent contractor. Neither City nor any of its officers, employees, agents or volunteers shall have control over the conduct of Contractor/Service Provider or any of Contractor/Service Provider's officers, employees, or agents ("Contractor/Service Provider Related Individuals"), except as set forth in this Agreement. No Contractor/S ervi c e Provider Related Individuals shall be deemed employees of City, and none of them shall be entitled to any benefits to which City employees are entitled, including but not limited to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits. Furthermore, City will not withhold state or federal income tax, social security tax or any other payroll tax with respect to any Contractor/Service Provider Related Individuals; instead, Contractor/Service Provider shall be solely responsible for the payment of same and shall hold the City harmless with respect to same. Contractor/Service Provider shall not at any time or in any manner represent that it or any of its Contractor/Service Provider Related Individuals are employees or agents of City. Contractor/Service Provider shall not incur or have the power to incur any debt, obligation or liability whatsoever against City, or bind City in any manner. 10 City of Chula Vista Agreement No.: 17080 Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 122 of 484 8.9Notices. All notices, demands or requests provided for or permitted to be given pursuant to this Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to have been properly given or served if personally served or deposited in the United States mail, addressed to such Party, postage prepaid, I is registered or certified, with return receipt requested, at the addresses identified in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or otherwise provided in writing. (End of page. Next page is signature page.) ------------- I I City of Chula Vista Agreement No.: 17080 City Contractor/Service Provider Name:Claims Management Associates,Inc. 7TC01, 2021-03-02 Agenda Packet Page 123 of 484 SIGNATURE PAGE CONTRACTOR/SERVICE PROVIDER AGREEMENT IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and Contractor/Service Provider agree that they have read and understood all terms and conditions of the Agreement, that they fully agree and consent to bound by same, and that they are freely entering into this Agreement as of the Effective Date. Claims Management Associates, Inc. City Of Chula Vista 1,07 By: By: Ed Garbo Gary Aal rt President City Manager APPROVED AS TO FORM 7 By: Glen Goo kGo 'ns City A orney ---------------- --------------- ---------- City of Chula Vista Agreement No.: 17080 Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 124 of 484 EXHIBIT A SCOPE OF WORK AND PAYMENT TERMS 1. Contact People for Contract Administration and Legal Notice A. City Contract Administration: Janice Galleher 276 Fourth Avenue, Building A, Chula Vista, CA 91910 619-476-5732 j galleher@a chulavistaca.gov For Legal Notice Copy to: City of Chula Vista City Attorney 276 Fourth Avenue, Chula Vista, CA 91910 619-691-5037 CityAttomey@chulavistaca.gov B. Contractor/Service ProviderContract Administration: Claims Management Associates, Inc. 10755 Scripps Poway Parkway, Suite 501, San Diego, CA 92131 858-592-6742 egarbo@cmaadjuster.com 2. Required Services A. General Description: Contractor agrees to act as the representative of the City in connection with the investigation, adjustment, processing, supervision and resolution of Government Tort Liability, Property and Automobile liability claims and other potential claims for money damages asserted by third parties against the City for which it is alleged to be legally responsible for, and agrees to provide the City all services set forth in this agreement. Contractor also agrees to provide Program Administration by providing professional/clerical claims service and technically proficient staff. B. Detailed Description: Claims Adjustment and Investigation 1. Within 30 days of receipt of claim, or sooner,, Contractor will complete initial investigation of claim to include recorded or written statements from involved participants, verification of damages or loss, obtain medical releases, police reports, internal departmental reports and other records and documentation necessary to complete a proper and thorough investigation of the claim. Place initial loss reserves. ----------- ----------------- 13y of Chula Vista Agreement No.: 17080 Contractor/Service Provider Name:Claims Management Associates,Inc. TCC oill, 2021-03-02 Agenda Packet Page 125 of 484 2. Provide City an electronic preliminary report of findings within 30 days, or sooner addressing facts, liability, damages, work remaining/recommendations. 3. Provide electronic status reports every 30 days thereafter as may be appropriate; sooner if case developments warrant until case resolves. Thirty Day Reports to include copies of correspondence in lieu direct copies of routine daily email communications with claimants / others. Closing Reports to include final invoice. Interim monthly invoices welcome. 4. Documentation in support of liability/ damages required. 5. Discretionary retention of City's vehicle damage appraiser, LADCO; LADCO to invoice City direct. 6. Issue Claim Insufficiency letters; a) Notify City when claim denials will be issued. B) Inform claimants in advance why claim(s) will be denied. C) Claim Letters to include signed, dated Proof of Service document 7. Discretionary claim loss settlement authority of up to $5,000-00 is extended to Contractor employee Michael Gomez. File documentation must include brief statement of settlement rationale. Where settlement value is believed to be in excess of $5,000, Contractor is to notify City, via email, of recommended settlement amount and/or range including documentation of settlement rationale. Email subj ect line to include "Settlement Authority Requested" statement. 8. Obtain fully executed releases on all settlements. 9. Prepare and email to City "claim payment request form" when matters are settled, and including PDF of fully executed release; original release doc to be delivered or mailed to City. 10. Attend mandatory settlement conferences (MSC), and voluntary settlement conferences (VSC), Mediations, Small Claims Hearings at request of City. 11. Place third parties on notice of City recovery 1 subrogation rights where appropriate. 12. Handling to conclusion of City's Open / Transfer files on a case by case basis subject to all terms of contract as may be needed/requested. 13. New file set-up to include claims data entry for hard files and electronic files 3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin March 17, 2017, and end Rine 30, 2018 for completion of all Required Services. ----------- 71 47C City.of Chula vista Agreement No.: 17080 Co Contractor/Service Provider Name:claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 126 of 484 4. Compensation: A. Form of Compensation ®Time and Materials. For performance of the Required Services by Contractor/Service Provider as identified in Section 2.B., above, City shall pay Contractor/Service Provider for the productive hours of time spent by Contractor/Service Provider in the performance of the Required Services, at the rates or amounts as indicated below: Contractor will bill an all-inclusive hourly rate of $75.00/hour for Senior Claims Adjuster activity and $55.00/hour for Claims Adjuster I functions. The all-inclusive rates will include all of the following overhead expenses: Cell Telephone General Office expenses Documentation including dvd/cd, photographs and photocopies (Color and Black/White) Mileage Contractor will bill a flat rate of$25.00/hour for file set-up and submittal to City. Files with less than one hour of incurred time at closure will not be billed to City. B. Reimbursement of Costs MNone, the compensation includes all costs Notwithstanding the foregoing, the maximum amount to be paid to the Contractor/Service Provider for services performed through June 30, 2018 shall not exceed $50,000.00. 5. Special Provisions: El Permitted Sub-Contractor/Service Providers: None El Security for Performance: None ® Notwithstanding the completion date set forth in Section 3 above, City has option to extend this Agreement for five additional terms, defined as a one-year increment. The City Manager 0-- or Director of Finance/Treasurer shall be authorized to exercise the extensions on behalf of the City. If the City exercises an option to extend, each extension shall be on the same terms and conditions contained herein. The City shall give written notice to Contractor/Service Provider of the City's election to exercise the extension via the Notice of Exercise of Option to Extend document. Such notice shall be provided at least 30 days prior to the expiration of the term. ZRecords Confidentiality and Data Security: Contractor/Service Provideragrees that it will hold in strictest confidence, and not use or disclose to any person, firm, corporation or other entity without written authorization of the City, any Confidential Information of the City, ............ ..... --------------- 7,750ty of Chula Vista Agreement No.: 17080 co Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 127 of 484 which is obtained or created pursuant to this Agreement. Contractor understands that "Confidential Information" means any City proprietary information, technical data, or personal data related to work performed in the course of this Agreement. Contractor/Service Provider shall establish and maintain safeguards against the destruction, loss or alteration of Citydata in the possession of Contractor. Contractor will ensure that only personnel and agents who require access to Citydata to perform the Services will have such access. Contractor will not transmit or otherwise send Citydata out of the United States nor will Contractor allow City data to be accessed from outside of the United States. 71760,1y, of Chula Vista Agreement No.: 17080 Contractor/Service Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 128 of 484 EXHIBIT B INSURANCE REQUIREMENTS Contractor/Service Provider shall adhere to all terms and conditions of Section 3 of the Agreement and agrees toprovide the following types and minimum amounts of insurance, as indicated by checking the applicable boxes(x). Type of Insurance Minimum Amount Form General Liability: $2,000,000 per occurrence for Insurance Services Office Form Including products and bodily injury, personal in* CG 00 01 j jury completed operations, (including death), and property personal and damage. If Commercial General injury njury Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this Agreement or the general aggregate limit must be twice the required occurrence limit Additional Insured Endorsement *Must be primary and must not or Blanket Al Endorsement for exclude ProductslCompleted City* Operations Waiver of Recovery Endorsement Automobile Liability $1,000,000 per accident for bodily Insurance Services Office Form injury, including death, and CA 00 01 property damage Code 1-Any Auto Code 8-Hired Code 9-Non Owned Workers' $1,000,000 each accident Compensation $1,000,000 disease policy limit Employer's Liability $1,000,000 disease each employee Waiver of Recovery_Endorsement Other Negotiated Insurance Terms: Errors and Omissions 1-11 City of Chula Vista Agreement No.:OBTAIN FROM CITY CLERK x5961 I Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 129 of 484 EXHIBIT C CONSULTANT CONFLICT OF INTEREST DESIGNATION The Political Reform Actl and the Chula Vista Conflict of Interest Code 2 ("Code") require designated state and local government officials, including some consultants, to make certain public disclosures using a Statement of Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to any member of the public. In addition, consultants designated to file the Form 700 are also required to comply with certain ethics training requirements.3 ® A. Consultant IS a corporation or limited liability company and is therefore EXCLUDED 4 from disclosure. El B. Consultant NOT a corporation or limited liability company and disclosure designation is as follows: APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES (Category descriptions available at www.chitlavistaca,.govldepartmentslcity-clerkIcon flict-oL-intei-est-code.) I.Required Filers Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition of"Consultant," pursuant to FPPC Regulation 18700.3, must file a Form 700. 2.Required Filing Deadlines Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required annually on April I during the term of the Agreement, and within 30 days of the termination of the Agreement. 3. Filing Designation The City Department Director will designate each individual who will be providing services to the City pursuant to the Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the Consultant will provide. Notwithstanding this designation or anything in the Agreement, the Consultant is ultimately responsible for complying with FPPC regulations and filing requirements. If you have any questions regarding filing requirements, please do not hesitate to contact the City Clerk at(619)691-5041, or the FPPC at 1-866-ASK-FPPC, or(866) 275-3772 *2- Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written determination of the consultant's requirement to comply with the disclosure requirements set forth in the Code. Completed by: Diem Do I Cal. Gov.Code §§8 100 Oet seq.;FPPC Regs. 18700.3 and 18704. 2 Chula Vista Municipal Code §§2.02.010-2.02.040. 3 Cal. Gov. Code §§53234, et seq. 1h 4 CA FPPC Adv.A-15-147(Chadwick)(2015);Davis v. Fresno Unified School District(2015)237 Cal.App.4 261;FPPC Reg. 18700.3 (Contractor/Service Provider defined as an"individual"who participates in making a governmental decision;"individual" does not include corporation or limited liabil_itZ company). 18 City of Chula vista Agreement No.:OBTAIN FROM CITY CLERK x5961 I Contractor/Service Provider Name:Claims Management Associates,Inc. 2021-03-02 Agenda Packet Page 130 of 484 NOTICE OF EXERCISE OF OPTION TO EXTEND AGREEMENT Pursuant to the terms of that certainagreement entitled Contractor/Service Provider ("Agreement,"), entered into effective 7/1/20171, between the City of Chula Vista ("City") and Claims Management Associates ("Consultant"), City hereby exercisesits option to extend tern'i of the Agreement as follows: OPTION NO. OPTION 3 of 5 OPTION TERM:, July 1, 2020 � =June 30, 2021 MAXIMUM COMPENSATION FOR OPTION TERM $50,000.00 (AS AUTHORIZED BY ORIGINAL AGREEMENT): For services performed during this Option'Term, City shall compensate Consultant pursuant to the same terms and conditions as provided for in Section4,� of the Agreement.No new negofiated terms. In no event shall the compensation paid for this Option Term exceed the "Maximum Compensation for Option Term" amount, as set forth above. Allother terms and conditions, of the Agreement shall remain in full force and effect., CITY OF CHULA VISTA BY: ylkk MARIA V. AC HAD CITY MANAGER APPROVED AS TO FORM BY: GLEN"R. GOOGINS CITY ATTORNEY ACKNOWLEDGED AND AGREED Claims Management, Inc. BY#- ED GARB 0 PRESIDENT FOR REFERENCE PURPOSES: PrIginal Agreement No. 17080-E3 Resolution No. N/A -Bid No. WA City Of ChUla Vista DOCLImentM7.' l 0'86-B Consultwit Name:gClainis Managenient, 11 .I Rev.7/1/2020 2021-03-02 Agenda Packet Pale 131 of 484 DocuSign Envelope ID:5609800A-EFO,6-4356-97A8-04B2779FD941 FIRST AMENDMENT to Agreement between the City of Chula Vista and Claims Management Associates, Inc. a California corporation For Liability Claims Services This FIRST AMENDMENT "Amendment" is entered into effective as of March 2, 2021 ("Effective Date") by and between the City of Chula Vista ("City") and Claims Management Associates, Inc. a California corporation ("Contractor")with reference to the following facts: RECITALS WHEREAS, City and Contractor previously entered into an agreement entitled, "City of Chula Vista Contractor/Service Provider Agreement with Claims Management Associates, Inc. to Provide Liability Claims Services" (the "Original Agreement"), effective July 1, 2017; and WHEREAS, to date, the parties have entered into three one-year options to extend the Original Agreement, with two remaining, and the current one covering the period July 1., 2020 through June 30, 2021; and WHEREAS, City and Contractor desire to amend the Original Agreement and current Option to Extend, to increase the maximum compensation amount, due to an increase in the volume of claims the City is receiving, and consequent increase in the volume of services to be perfon-ned by Contractor. NOW, THEREFORE, in consideration of the above recitals and the mutual obligations of the parties set forth herein,. City and Contractor agree as follows: 1. The Original Agreement is hereby amended as follows: Exhibit A., section 5., "Special Provisions,"' is amended to add the following sentence at the end of the section: "Beginning in the 2020-2021 fiscal year, each option to extend shall have a maximum contractual amount of$10000.00.11 2. The "Option to Extend" for Option Year 3 of 5 (July 1, 2020 through June 30, 202 1) is hereby amended to increase the "Maximum Compensation for Option Term" amount from $,50,000.00 to $10000.00. 3. Except as expressly provided in this First Amendment, all, other terms and conditions of the Original Agreement and the Option to Extend shall remain in full force and effect. 3. Each party represents that it has full right, power and authority to enter into, and perform its obligations under,this FIRST Amendment,without the need for any further action. under its governing instruments, and that the individual executing this First Amendment on behalf of the party has the party's authority to do so. City of Chula Vista Amendment to Agreement No.: 17080-Al Consultant Name:Claims Management Associates,Inc.a California corporation Rev,8/23/16 2021-03-02 Agenda Packet Pale 132 of 484 DocuSigin Envelope ID:560980OA-EFO,6-4356-97A8-04B2779FD941 SIGNATURE PAGE TO FIRST AMENDMENT T CITY OF +C HULAA''SISTA CONSULTANT SERVICES AGREEMENT WITH HINDERLITER, DE LLAMAS ANIS ASSOCIATES TO PROVIDE CANNABIS MANAGEMENT SERVICE AGREEMENT WITH CLAIMS MANAGEMENT ANAGE LNT SE VICES, INC. FOR LIABILITY CLAIMS SERVICES CLAIMS MANAGEMENT SERVICES CITY CSI CHH A VISTA DocuSign d by: 7� ED GARBO MARY CASI[LL S SA AS PRESIDENT MAYOR ATTEST BY: KERRY K. BIGELOW, MMC, CITY CLERK APPROVED AS TO FORM BY: GLEN R. GOOGINS CITY ATTORNEY City of Chula Vista Amendment to Agreement No.: 17080-Al ConsultantName:Claims Management Associates,Inc,a California corporation Rev,8/23/16 2021-03-02 Agenda Packet Pale 133 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA Parch 2,2021 File ID: 21-0028 ,TITS A. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE SUBMITTAL OF AN APPLICATION FOR THE STATEWIDE DARK PROGRAM GRANT FROM THE S'TA'TE OF CALIFORNIA DEPARTMENT OF PARKS AND RECREATION OFFICE OF GRANTS AND LOCAL SERVICES FOR THE CONSTRUCTION OF PATTY DAVIS PARK B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA NISTA AUTHORIZING THE SUBMITTAL OF AN APPLICATION FOR THE STATEWIDE PARK PROGRAM GRANT FROM THE S'TA'TE OF CALIFORNIA DEPARTMENT OF PARKS AND RECREATION OFFICE OF GRANTS AND LOCAL SERVICES FOR THE IMPROVEMENTS TO AND ADDITION OF RECREATION FEATURES AT EUCALYPTUS PARK ACTIONRECOMMENDED Council adopt the resolutions. SUMMARY The State of California Department of Parks and Recreation Office of Grants and Local Services released a notice of finding availability for the Statewide Parr Program (SPP) grant opportunity.The SPP competitive grants will create new parks and new recreation opportunities in critically underserved communities across California. The City is proposing to submit two applications for grant funding: one application for the construction of Patty Davis Parr, a new parr at the western end of D Street; and one application for improvements of and new recreation features at.Eucalyptus Parr. ENVIRONMENTAL REVIEW The Development Services Director .has reviewed the proposed project for compliance with the California Environmental QualityAct(CEQA)and has determined that the project qualifies for a Categorical Exemption pursuant to State CEQA Guidelines Section 15,3011 Class 1 (Existing Facilities), Section. 15302 Class 2 (Replacement or Reconstruction.), Sectio. 15303 class 3 (Never Construction. or Conversion of Small Structures),and Section 15304 Class 4 (Minor Alterations to Land) because the proposed actions mould not result in a significant effect on the environment, create a cumulative impact, damage a scenic highway, or cause a substantial adverse change in the significance of a:historical resource.Thus,no further environmental review is required. 1 . 0 0 1 P � 1 2021-03-02 Agenda Packet Page 134 of 484 BOARD/COMMISSION/COMMITTEE RECOMMENDATION Staff presented the projects to the Parks and Recreation Commission on November 19, 2020. The 1. Commission engaged in the design process and unanimously supports the projects as presented.The Master Plan for Patty Davis Park was previously approved by the Parks and Recreation Commission on October 10, 2019 and by City Council on January 14, 2020. DISC'USSION The State of California Department of Parks and Recreation Office of Grants and Local Services released a notice of funding availability for the SPP grant opportunity. This is the Fourth and Final round for the Statewide Park Program. 'There is over $395 million remaining in the program budget and the City is requesting$10.3 million for the two project sites. Based on community input, staff recommendations, and demographic data, the two project sites we are proposing are Patty Davis Park and Eucalyptus Park. Listed in Table I is the demographic data of a 1/2mile radius surrounding Patty Davis Park using the State of California's Community Fact Finder tool. Listed in Table 11 is the demographic data of a 1/2 mile radius surrounding Eucalyptus Park. The minimum requirements for a project site to be eligible for a SPP grant is less than 3 park acres per 1,000 people OR less than$56,982 median household income. IN Table I (Patty Davis Park Fact Finder ID Number 13104 Population (total) 5)483 Median Household Income $41)445 Park Acres per 1,000 Residents 7.5 Table 11 (Eucalyptuis Par Fact Finder ID Number 13105 Population (total) 8,204 Median Household Income $461854 Park Acres pier 1,000 Residents 2.4 Based on the grant criteria,the City may be eligible to receive up to$8,500,000 in grant funds per application. COMMUNITY OUTREACH To ensure these projects are serving the community appropriately,the City engaged in extensive Community 1. Outreach efforts, as shown in Table III below,to provide input into the improvements and design criteria of the amenities proposed. Table III P 2 2021-03-02 Agenda Packet Pale 135 of 484 Patty Davins Piarik Eucalyptus Park Discussion Date Meeting date Meeting ,Summary Summary Provide input on sBCs Promotoras s .Recreation ' Virtual Design 10/10/19Par and Recommend 11 20 Resident Leadership Commission '� � p Workshop Master Plan Academy p Healthy Chula Vista. 1/1 /20 City Council 11/12/20 Approve Master Commission Virtual Design. Plan Commission on workshop Aging 11/4/2020 Feaster Elementary Discuss Approved 11/19/20, Parks&Recreation Virtual Design Principal Chat Parr.Master Plan Commission workshop Virtual Design SBCS Promotoras/ Community Through 11/9/20 Resident..Leadership workshop and 2/4/21 Hope Food In-Person Design Academy Discuss Approved Distribution workshop Park Master Plan Healthy Chula Vista Virtual Design In-Person and Virtual. 11/12/20 Commission Workshop and Eucalyptus Park 2 �1 Hybrid Design Discuss Approved Design workshop Commission on Aging workshop Parr Master Plan Virtual Design 11/19/20 . Parks Recreation workshop and Commission Discuss Approved Park Master Plan I iiiiiiiiiiiiiiiiiiiiiillillilillillilL PATTY DAVIS PARK The City continues to progress toward increasing park acreage inventory in western Chula Vista. while future residential growth will result in the demand for additional parklands and recreational facilities,there will be increased challenges in securing appropriate parr and recreation sites in western.Chula Vista,where lard is primarily built out. The current design and development of Patty Davis Parr takes advantage of the opportunity to expand the public realm by transforming the west end of D Street at woodlawn Avenue into an urban park. The approximated 0.81-acre site is in western Chula Vista and occurs within the existing801-foot wide Street right-of-way between woodlawn Avenue to the east and the MTS Blue Line Rail corridor to the west. To the north of the site is the Vista Mar development(701 D Street) consisting of 87 town-homes completed Page 13 2021-03-02 Agenda Packet Page 136 of 484 in 2018,and to the,south of the site is the existing Bayscene Mobile,home Park community.Staff has identified this portion of D Street to be an underutilized existing right-of-way space suitable for an urban park. The park master plan has been designed to enhance an existing urban condition by offering a pleasing and communal place for nearby residents. The, park is designed as an open and visible park space that takes advantage of its prominent views to the west of the Bayfront and estuary preserve lands. Likewise,the,park is designed to facilitate law enforcement monitoring by providing site lighting and by reducing potential hiding spaces.The draft park master plan includes,the following elements: 0 Picnic/BBQArea 0 Shade Structure 0 Game Tables 0 Bounce House Set Up Area 0 Open Lawn Area 0 Decomposed Granite Perimeter Pathway 0 Tot lot with swings and 2 play structures 0 Community Garden with 12 garden plots 0 Fixed Park Benches with Center Arm Rests 0 Precast Planter Pots with Accent Planting 0 Bike Racks 0 Pet Waste Station 0 Pedestrian Scale Pole Lights The City will apply for up to$1.8 million in grant funds for the construction of Patty Davis Park. EUCALYPTUS PARK Eucalyptus Park is Chula Vista's second oldest park, established in 19 26. At almost 20 acres in size, and adjacent to the City of National City border, this park serves as a regional asset. Eucalyptus Park has many great amenities, such as lighted ballfields,playground areas,picnic shelters,and restrooms; however, much of the park acreage does not have developed amenities and could serve the public more effectively with additional and improved offerings. Based on input from the community, staff recommends utilizing this one time grant to develop new recreation opportunities for the community by providing the following new elements: • Perimeter Walking Path • Fitness Equipment • Interactive Water Feature/Splash Pad • Bike Skills Playground • Beginner Skate/Scooter Plaza • Additional Drinking Fountains • Lighted Soccer Arena P 4 2021-03-02 Agenda Packet Page 137 of 484 Additionally,staff recommends upgrading these existing amenities at Eucalyptus as follows: • Improved Lighting Throughout Park • Accessible Pathway from Lower Eucalyptus to Upper Eucalyptus/Menzel Fields • Improved Dog Park(surfacing,finishes,accessibility) • Stormwater Channel Improvements • Recreation Building Renovation (former YMCA building) • Perimeter Fencing Improvements • Playground Equipment The City will apply for up to$8.5 million for improvements and renovations for Eucalyptus Park. The State of California Department of Parks and Recreation Office of Grants and Local Services reserves the right to review the application and adjust the final award. In the event the City receives less than the requested amount, the project priority list in Table IV below, based on the input from the community outreach meetings, will be used. The proposed locations of the new and improved amenities are shown in the graphic below, Photo 1,with labels represented in Table I . Table IV-Eucalyptus Park Project Priorlot List Project Listing/Amenity Priority Listing/ Amenity Walking Path (A) 1 Fitness Equipment(A] 1 Interactive Water Feature/Splash Pad (B) 1 Improved Lighting Throughout Park 1 Accessible Pathway from Lower Eucalyptus to 1 Upper Eucalyptus/Menzel Fields (C) Stormwater Channel Improvements (inside Dog 1 Park) (D) Beginning Skate/Scooter Plaza (E) 2 Additional Drinking Fountains 2 Improved Dog Park (surfacing, finishings, 2 accessibility) (F Playground Equipment(K) 2 Recreation Building Renovation (former YMCA 2 building) (,G) Perimeter Fencing Improvements (H) 2 Stormwater Channel Improvements (park 3 perimeter) (H) Bike Skills Playground (1) 3 Lighted Soccer Arena (J) 3 L Photo 1 P 5 2021-03-02 Agenda Packet Page 138 of 484 a / I p� j r II r , i Y P V 'I ' i �u V oif VY rr p d I �I � L da 'F, r i � I V � a p` u r, v y r � r / r W ILII ul� � 4 r"I uu(i !r/ f' / / IC "�i �J. ✓,-.,. �,�,.rt:� ,...., :,i.,, �Iri/%/i %i/,V mrRrny ��b,,, ;'"��� l��o,i (�(i�l'D(f fi';I(ld�r�� /, / CONFLICT Staff has reviewed the property holdings of the City Council and has found that Councilmember McCann has real property holdings within Soo feet of the boundaries of the property which is the subject of this action. Consequently,pursuant to California Code of regulations Title 2 sections 18,700 and 18702.2(a)( this item presents a disqualifying real property-related financial conflict of interest under the Political:Reform.Act(Cal. Gov't Code§ 87100,et seq.) for the above-identified member. Staff is not independently aware, and has not been informed by any City Council member', of any ether fact that may constitute a basis for a decision.-maker conflict of interest in this matter. "Ir-YE,AR FISCAL IMPACT If awarded, these grant funds will allow the City to move forward on constructing Patty Davis Park anal/or improving and adding to the facilities at Eucalyptus Park. Grant awards are net expected to occur in the current fiscal year. P 2021-03-02.agenda Packet Pale 139 of 484 ONGOING FISCAL IMPACT If awarded, staff gill return to Council to appropriate grant funds and identify any additional ongoing maintenance costs. AT rACHMEN rs 1. Patty Davis Park Master Plan Staff Contact.- Tim Farmer, Parks&Recreation Administrator P 7 2021-03-02 Agenda Packet Pale 140 of 484 RESOLUTION o. 2021- RESOLUTION of THE CITY COUNCIL of TIME CITY OF CHULA VISTA AUTHORIZING THE SUBMITTAL OF AN APPLICATION FOR THE STATEWIDE PARD PROGRAM GRANT FROM THE STATE OF PARIS AND RECREATION OFFICE OF GRANTS AND LOCAL SERVICES FOR THE CONSTRUCTION of PATTY DAVIS PARK WHEREAS, the State Department of Parrs and Recreation has been delegated the responsibility by the Legislature of the State of California for the administration of the Statewide Parr Development and Community Revitalization. Grant Program, setting up necessary procedures governing the application; and WHEREAS, said procedures established by the State Department of Parks and Recreation require the Applicant to certify by resolution the approval of the application before submission of said application to the State; and WHEREAS, successful Applicants will enter into a contract with the State of California to complete the Grant Scope project; and WHEREAS, the City desires to subunit an application for the Statewide Parr.Program for the construction of a new park to be known as "Patty Davis Park.." NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista hereby: 1 approves the filing of an application to the Statewide Parr Program for the construction of Patty Davis Park; and 2. Certifies that the City has, or will have available, prior to commencement of any wort on the project included in this application, the sufficient funds to complete the project; and 3. Certifies that if the project is awarded, the City has or will have sufficient funds to operate and maintain the project, and 4. Certifies that the City has reviewed, understands, and agrees to the General Provisions contained in the contract shover in the Grant Administration Guide; and . Delegates the authority to the City Manager or her designee(s) to conduct all negotiations, sign and submit all. documents,ts, including, but not limited to applications, agreements, amendments, and payment requests, which may be necessary for the completion of the Grant Scope; and . Agrees to comply with all applicable federal, state and local laves, ordinances, rules, regulations and guidelines; and 7. Agrees to consider promoting inclusion per Public Resources Code §80001(b)(8 A- G). 2021-03-02 Agenda Packet Page 141 of 484 Resolution No. Page 2 Presented by Approved as to form by Tracy Lamb Glen R. Googins Director of Community Services City Attorney 2021-03-02 Agenda Packet Pae 142 of 484 RESOLUTION NO. xx-xxxx RESOLUTION OF THE CITY COUNCIL OF TIME CITY OF CHULA VISTA AUTHORIZING THE SUBMITTAL OF AN APPLICATION FOR THE STATEWIDE PARK PROGRAM GRANT FROM THE STATE OF CALIFORNIA DEPARTMENT OF PARKS ANIS RECREATION OFFICE OF GRANTS ANIS LOCAL SERVICES FOR THE IMPROVEMENTS TO AND ADDITION OF RECREATION FEATURES AT EUCALYPTUS PARK WHEREAS, the State Department of Parks and Recreation has been delegated the responsibility by the Legislature of the State of California for the administration of the Statewide Park Development and. Community Revitalization Grant Program, setting up necessary procedures governing the application; and WHEREAS, said procedures established by the State Department of Parks and Recreation require the Applicant to certify by resolution the approval of the application before submission of said application to the State; and WHEREAS, successful. Applicants will enter into a contract with the State of California to complete the Grant Scope project, HER AS, the City desires to submit an application for the Statewide Park Program for improvements to, and the addition of recreation facilities at, Eucalyptus Park. NOW, TH RFF REI BE IT RESOLVED that the City Council of the City of Chula Vista hereby: . Approves the filing of an application to the Statewide Park Program for improvements to, and the addition of recreation facilities at, Eucalyptus Park; and 2. Certifies that the City has, or will have available, prior to commencement of any work on the project included in this application, the sufficient funds to complete the project; and 3. Certifies that if the project is awarded, the City has or will have sufficient funds to operate and maintain the project, and 4. Certifies that the City has reviewed, understands, and agrees to the General Provisions contained in the contract shown in the Grant Administration Guide; and 5. Delegates the authority to the City Manager or her designee(s) to conduct all. negoti Resolution Q. Page 2 Presented by Approved as to form by Tracy Lamb Glen R. Goggins Director of Community Services City Attorney 2021-03-02 Agenda Packet Pale 144 of 484 �I l A „;,;;� i ,✓r r �„�/,r/,/li� ,,,, /� /,�Il ,,,16r-1�I i„��rt �,"� „ � /,r„/iii �,r, r�,b''ri��l;�jI�' � Ill., V .,.r pA: ry - /t�/y ,i i/ „,,,,, :.�i,�l+ II., �,ll�a.. 16` of�-„k AIp/�ii,:ir y ✓ '..4 G w,u�„ .,a.),+, ��� ,���„ „%/ �,,, r i, ? �✓„%r,;,�f ray ���u yr/,i�a,„ /// rv`1 a;�4,,, ��;�I,(,��,,,� ,�� "�" a' '��„�� !/✓i eel //�,,,, �, ir,,,, ,,. i�.I:, ,4 ,,,��',,Yli, ,i ����°.I � �ri Mi f I i�I Ii I r,� ✓i �ha� G r tau „ NI i i ,,�. ,.� � i.i�f,,,,.,1 �,/, !1''p ✓r i� f.., /;, ,i/„ ,,. .:, i,. ,ivy,;,.. ,J! i,,ii, Y a If .. i I I i 1, f v l ff% %„ �,i�,o�+�✓�, ,,,i, �, �. 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". �, :,in POI / ,,.. � , " ,,; %. 2021-03-02 Agenda Packet Pane 146 of 484 E,XIS'T�ING CONDIT101'4S LJ 36 PARALLEL PARKING SPACES THE SITE DOES NOT PROVIDE, VEHICULAR ACCESS TO THE ADJACENT COMMUNITIES J SDG&E OVERHEAD POWERLINES ALONG THE ............ NORTH SIDE OF THE SITE ........................................... W/N2 .................................. .................. ............... ............ ....... ........... NSSN' ...... ............................. Z OR 0 0/1 00 R i ............... fg� lmlmlm '61 Oil` am ol'l/ 4 . ........ .......... .. ....... N ---------- View llooklc�mq �wesit lf��rlam Woodlawn Avenue 2021-03-02 Agenda Packet Pai�e 147 of 484 EXIS'T ING CONDITIONS �,,,/,/e�/��a /,,,,//,/t1,r� ,i., ,,. � t r,- (f I'll, M.1111iiii2 VIEWS OF THE BAYFRONT AND E PRESERVE LANDS TO THE WEST l", wp� � 1 J J J ! 1 1 f 1 ff� r (f f f I i l i , r r� � r 0 / l r / / i / r r / ffi l r r r / � / 4 .. iic / / 0 / l ,r i J, r i t r �r i / i J i f� / / / , r 1 r / / / / t � r / r1 / r r f i r, 0 r r / / r , r l / r r i r i ,r r r' r n, r / 1 / t , a W l r l r / r , / / r ................... ............... ............... ............... / ro / ta // , r , r / r i r / / r / i J „ G , ""//////////////......... ............ r............ /r ............ ........ , „r r fi p� F, }j "-,�,..,, f � Y,�i�'Pa�;��r�" I �„!��1”" ,✓ ;,�o I ,W��,Nu.�,s op �,� 7'7 MENEM e r. I i a ar i Y� i 1 �r N rr; f f �w r, , i f1/J i 2021-03-02 Agenda Packet Pane 148 of 484 :)A7 TY D"IS :'ARK MASTER PLAN EXISTING STORM DRAIN INLET.MODIFY 25':x35'SDG&E MAINTENANCE PAD PRECAST PLANTER POTS WITH EXISTING ASPHALT PAVING(AND 13114E RACKS EXISTING INLET TO,ALLOW FOR NEW R AEA AT EXISTING P POWER OLES. ACCENT PLANTING S U B-BASE 'TO REMAIN AT 12 -.I WIDE ACCESS PATH,PROVIDE EXISTING STREET' PLANTING AREA THAT WILL OCCUR AT PAD AREAS TO SUPPORT HS-20 LIGHTS AND POWER THE INLETS EXISTING ELEVATION. LOADING. 4'LONG PARK BENCHES NEW PAINTED SEAL COAT AT POLES TO REMAIN, EXISTING ASPHALT, NEW CATCH BASIN AT FINISH GRADE EXISTING E"ES,PLANNG& WITH CENTER ARMS..TYP., TYPICAL LANDSCAFE YOUT PER.ADJACENT OF PLANTING AREA.MODIFY �W�TIr4TOROMIILEWARNING DEVELOPMENT TO REMAIN. NEW GAME TABLES,TRASH&EXISTING STORM DRAIN INLET TO THE MAINTENANCE STRIPS,TYP OF 2 ALLOW FOR A CONNECTION WITH EXISTING 6'VV'IDF SIDEWALK,CURB, RECYCLE RECEPTACLES,AND PET ACCESS PATH LOCATIONS, THE CATCH BASIN. &GUTTER TO REMAIN,, WASTE STATION AREA- A L e it ,��,,, MINNOW/0/1 W N OMFEEK 0 6'TALL METAL Q P I CKET FENCE ATIVII Ii(lY u1 NNIENNIESSID, WESTERN PARKISM l/r/0/00100 II > 1 0101 MENE/l/ NO z '020 ul IN raaicriiana I // r r / m z C: m PROPERTY L,i NE, ��. /// A COMMUNITY GARDEN,�12) 6'VVIDE DECOMPOSED EXISTING FENCE TO SHADE STRUCTURE(16"06") REMOVA13LE NEW CONCRETE-j 4'x6'RAISED GARDEN PLOTS, GRANITE PATH REMAIN THIS POR71ON WITH PICNIC TABLES,BBQ BOLLARDS,TYP, GUTTER AT EXISTING (3)C OM PC ST ERIN'S,S70 RAG E NEW PEDESTRIAN SCALE GRILLS&HOT ASH CONTAINERS ASPHALT SIN,AND A 42,"TALL FENCE AND GATE AT THE GARDEN'S POLE LIGHT,TYPICAL TOT LOT PLAY AREA WITH SWINGS PARK MONUMENT EXISTING CURB,GUTTER, PILASTER AND CURB RAMPTO BOUNCE HOUSE AREA PERIMETER.THE SIZE, &PLAY STRUCTURES FOR KIDS LAYOUT AMD NUMBER OF AGED 2-5yr&5yr AND UP REMAIN THIS AREA GARDEN PLOTS COULD BE REVISED DURING DESIGN DEVELOPMENT. PICNIC/ltw33Q*` ARMS FIXED PARK BENCHES WITH k';ENTEirR ARM RESTS, BIKE 0'01111I SHADE bTOU BT U ORE RAS KS & PET WASTE 0TATON My N(";kE HOUSE O'ET LIP"AREA )p--, PEDESTFRUAN b`%(;`ALE P"'10"LE LRO43HITS 'pI )001 VVEN LAWN .AmmEA 6'"TALL METAL PlokKET FENCE AT WESTERM LC T vO*'T L 0%T W 1 1 T H S*W I uS ALIO 2 P L AY �vMIVIUNI'TY CARDED S T OR'Uk'%;T U�R E S rti A%I 10I AVI 00% �u Ij%E, KANITE, PATH 10 VIMPO"' WIDE DECO"' Ub �u tj CIW OF C HI U VI STA 2021-03-02 Agenda Packet Pane 149 of 484 :)X Y )"IS :PARK MASTER PLAN 7 em REMENEENS, Ell EFEENEWEEN ............. SIMMONS —7-7 .................. ................. �X 7 z > IMENNEEN/l/ 7-7 A7, , ""/,/............. INS PROPERTY UNE All fle SDG&E MAINTENANCE PAD AREA AND A 12 Or WIDE MAINTENANCE ACCESS WAY DROUGHT TOLERANT PLANTING PER CITY OF' CHULA VISTA WATER CONSERVATION .............. A ORDINANCE LOW PLANTING FOR CLEAR SITE VISIBILITY STORMWATER WILL BE TREATED ON-SITE THROUGH BIOFILTRATION AND/011 VEGETATED SWALES, C11YOF CHULAVISTA 2021-03-02 Agenda Packet Pai�e 150 of 484 ............. r i Jr, ...... ..................................... aw m m a m/ 0 ME// 0 z 0/01MENNE/1 > W//MM, Zl� 400v//,//,y ........ .. mm 00 1,2 RTY UNE 6"VVIDE D.G. 12"WIDE MAINTENANCE PLANTING AREA-. PATH TOT LOT PLAY AREA: PLANTING AREA: ACCESS PATH: LOW GROWING PLAY STRUCTURE FOR KIDS 2yr-5yr,PLAY STRUCTURE GROUNDCOVER EXISTING ASPHALT& GiROUNDCOVERISHRUBS AND, FOR KIDS 5+yri;SWINGS PLANTING, SUB—BASE TO REMAIN: UPRIGHT EVERGREEN—TREES, PEDESTRIAN SCALE SHADE STRUCTU RE WITH POLE LIGHTS PICN1C TABLES.,BBQ GR,I LLS,&HOT ASH UPRIGHT EVERGREEN CONTAINER TREE "mm Sir 1/0 it o"i 6 0, 0 "o, SECTIONA-A:- ELEVATION: VIEW LOOKING WEST FROM TOT LOT PLAY AREA CITY OF NOT TO,SCALF CHULAVISTA 2021-03-02 Agenda Packet Pai�e 151 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2, 2021 File IIS: 21-0038 TITS ACCEPTANCE OF AUDITED, COMPREHENSIVE ANNUAL FINANCIAL REPORT CAFR) FOR FISCAL YEAR ENDED JUNE 30, 2020 RECOMMENDEDT Council accept the report. SUMMARY Presented for City Council information and acceptance are the audited basic financial statements included in the CAFR for the fiscal year ended June 30, 2020, as prepared by the independent audit firm of Lance Soll & Lun, hard, LLP.The audit report submitted for the City has received an unmodified (clean) opinion from the independent audit firm. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity ity for compliance with the California Environmental Quality.Act(CEQA) and has determined thatthe activity is not a'Project"as defined under Section. 15378 of the State CEQA Guidelines because the activity consists of a governmental fiscal/administrative activity which does not result in a physical change in the environment; therefore, pursuant to Section. 15060(c)(3) of the State CEQA Guidelines,the activity is not subject to CEQA.'Thus, no environmental review is required. BOARD/COMMISSION/COMMITTEE Not applicable. DISCUSSION Pursuant to the City Charter Section 1017,an annual audit is performed of the City's financial records by an independent accounting firm. The report is included as an attachment. The firm. of Lance Soll &Lunghard, LLP:has examined the basic financial statements of the City of Chula Vista and:has issued their opinion that those statements present fairly,in all material respects,the respective financial position of the governmental activities,the business-type activities,each major fund,and the aggregate remaining fund information of the City as of June 30, 2020 and the respective changes in financial position, and where applicable, cash flows thereof for the year then ended in conformity with accounting principles generally accepted in the United States of America. P 1 2021-03-02.agenda Packet Pale 152 of 484 The unassigned fund balance for the City's General Fund (Fund 100 only)totaled$2,5.1 million as of'June 30, 2020. This amount reflects 15.0% in unassigned fund balance (operating reserves) of fiscal year 2019-20 actual expenditures of$167.1 million,which includes transfers out to other funds except for transfers related to Measure P, Measure A, and Public Liability Trust. The unassigned fund balance increased from $23.7 million to $25.1 million when compared to June 30, 2019, representing an increase of $1.,4 million, and resulted in the City's third consecutive year in full funding of the, General Fund Operating Reserve (per the, General Fund Reserve Policy- Policy No. 220-03). In addition to the unassigned fund balance/General Fund Operating Reserve,the General Fund ended fiscal year 2019-20 with $8.4 million in the Economic Contingency Reserve,which represents an increase, of$1.1 million from the prior fiscal year. This reserve was also established by the City Council in fiscal year 2009 with the approval of the Policy No. 220-03. The Economic Contingency Reserve has previously been funded through one-time revenues and/or expenditure savings. The additional $1.1 million was funded after fully funding the General Fund Operating Reserve as described above. The reserve policy sets a reserve goal of 5%for the Economic Contingency Reserve. The General Fund ended fiscal year 2019-20 with the full 5%in the Economic Contingency Reserve. The City also has a Catastrophic Event Reserve Fund with a reserve goal of 3%. The City was able to partially fund the Catastrophic Event Reserve in fiscal year 2019-2020 by adding $2.7 million. This amount is equal to 1.6% of the 3% Emergency Reserve policy goal. Lance Voll & Lunghard, LLP considered the City's internal control over financial reporting to determine the appropriate audit procedures for expressing opinions on the financial statements,but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. The Independent Auditors' Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards is included in the CAFR for fiscal year 2020. This was Lance Boll & Lunghard, LLP's seventh year serving as the City's independent auditors. The City's Consolidated Annual Financial Report(C FR),is provided as Attachment 1 of this report. DECISIOM-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently,the 500-foot rule found in California Code of Regulations Title 2,section 18702.2(a)(11),is not applicable to this decision for purposes of determining a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal. Gov't Code§87100,et seq.). Staff is not independently aware, and has not been informed by any City Councilmember, of any other fact that may constitute a basis for a decision maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT There is no fiscal impact as a result of accepting the Fiscal Year 2019-20 Comprehensive Annual Financial Report. P 2 2021-03-02 Agenda Packet Page 153 of 484 ONGOING FISCAL IMPACT There is no ongoing fiscal impact as result of this action. ATTAC14MENTS 1. Fiscal Year 2019/20 Comprehensive Annual Financial Report Staff Contact.-David B'ilby, MSBA, CPF0, Finance DirectorlTreasurer P3 2021-03-02 Agenda Packet Page 154 of 484 V. I� r w i INO 'r / u r- e j 1{ r V /J I r� Y ................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................ I( hhl till l�NN 19��11111" y��i��)�111hs��J��I�s��ytv�l����l����l➢�Y�I����Y����,) COMPREHENI:) IV' E lug A,NN mm IMS IM Imm Im Sm D 0 1 6, CIIN CHUIAVISTA A,.`I� YEA EIN'DED j''UIN, E 3(','):o 202(") C.' a 1 1* f o r n a 11110 , iii%ic, ,; ;( r I," S f if/� /� ` ��/., ,,, /a, I I�r I /„�;���'iY➢�rr�//�/'/�(»;,;i,,, �l o;sly n, I' r Az.,. .......... MI/ ................. ............. 14 ISI / I / r/ YI i II I i BW c. IIIIIIIIIIIIIIIIIIIIIVUIIIIIIVVI III�IIII,V ; IVIVIVIIIIVIIVIIVIIVIIIIVVIIVIIVVIIIIIIIIVIIIIIIVIIII ��i I II��'i it iiii(I�I ➢Vly ii4 8 r, aa S r�rl /, :a•.. , r , !, 1 I CIN OF CHULAIVISTA, State of California Comprehensive Annual Financial Report For The Fiscal Year Ended June 30, 202'01 Manor Mary Casillas Salas City Council Stephen Padilla Andrea Cardenas Compiled under the direction of Jill Galvez John McCann DavidBllby Director of Finance/Treasurer City Manager Maria Kachadoorian 2021-03-02 Agenda Packet Page 156 of 484 CITY OF C00ULA VISTA. COMPREHENSIVEANNUAL,FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 3012820 TABLE OF CONTENTS Page Number INTRODUCTORY SECTIO naudit LettermfTransmittal...................................................-.................................................................................................i PrincipalOifiuiadm................................................................................................................................................v OrganizationalChart............................................................................................................................................vi Certificate of Achievement for Excellence ioFinancial Reporting......................................................................vii FINANCIAL SECTION IndependentAuditors'Report.........................................................................................................................l Management's Discussion and Analysis(Required Supplementary Information)......................................5 Basic Financial Statements: Government-Wide Financial Statements: Suxternemmof Net Position............................................................................................................................29 Statement of Activities and Changes in Net Position..................................................................................30 Fund Financial Statements: Governmental Fund Financial Statements: BalanceSheut...-........--.-.-...........-.......--...-.-.-.-.-.-..........-.-.-.-.-.-...-..........-.-.-.-.-...--....-....-.....-.-...-.......36 Reconciliation of the Balance Sheet mfGovernmental Funds to the Statement of Net Position................-.-.-...................................................................-.-.-.......39 Statement of Revenues, Expenditures aod0baogesbm.Fmod Balances,-...-.-............-.-.__..........-.-.-.-.-.-.-.-.-_..............-.-.-.-.-_..............-.....-.--....--.-.-.-.-...-.-.-.-.....40 Reconciliation ofthe Statement of.Reveuues,Expenditures and Changes imFund Balances mfGovernmental Funds tmthe StatementofActivities..................................................................................................................42 Proprietary Fund Financial.Statements: StatementofNeu�ositimo...-.-.-.-.--....--.-.-.-.-.-.-.--........-.....-.-.-.-.--........-.....-.-.-.-.--....--.-.-.-.-.-.....-.......44 Statement mfRevenues, Expenses and Changes ioFund Net Position..................................................45 StatementofCash Flows .....................................................................................................................46 Fiduciary Fund Financial Statements: Statement of Fiduciary Net Position.....................................................................................................47 Statement mfChanges boFiduciary NetPosdio ................................................................................... Notes UoBasic Financial Statements_----_—_—_----___----_—___—_--____--5l CITY OF CH ULNA VISTA. COMPRE HEN IVE Al' '"QUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 3012020 TABLE OF CONTENTS(CONTINUED) Page Number FINANCIAL SECTION(Continued) Required Supplementary Information: Budgetary Comparison Schedule by Department-General Fund.............................................................. 117 Budgetary Comparison Schedule-Sundry Grants Special Revenue Fund................................................ 118 Budgetary Comparison Schedule-Housing Successor Agency Special Revenue Fund............................ 11.9 Schedule of Changes in Net Pension Liability and related Ratios-.M.i.scellaneous.................................. 120 Schedule of Plan,Contributions-Miscellaneous.............................................................................................. 121 Schedule of Changes in Net Pension Liability and Related Ratios- Safety............................................... 122 Schedule of Plan Contributions- Safety..................................................................................................... 123 Schedule of Changes in the Total CPE B Liability and Related Ratios ..................................................... 124 Notes,to Required Supplementary Information................................................................................................. 1,25 Supplementary Information: Non-Major Governmental Funds: CombiningBalance Sheet................................................................................................................... 128 Combining Statement of Revenues, Expenditures and Changes in Fund Balances............................. 136 Budgetary Comparison Schedule by Expense Category: GeneralFund....................................................................................................................................... 144 Sundry Grants Special Revenue.Fund.............................. ................... ..................... ..............146 Housing Successor Agency Special Revenue Fund................................. ..................... ..............148 Schedule of Revenues,Expenditures and Changes in Fund Balances—Budget and Actual: Transportation Grants Special Revenue Fund.......................................................................................... 149 Parking Meter Special Revenue Fund................................................................................................. 150 Traffic Safety Special Revenue Fund................................... .............................................. .............. 151 Storm Drain Special Revenue Fund....................................... ................................................. .............. 152 Town Center I SpecialRevenue Fund............................. .............................................................. 153 Open Space Districts Special Revenue Fund.......................................................................................154 Housing Programs Special Revenue Fund............................................................................................. 155 ousting Authority Special Revenue Fund........................................................................................... 156 Transportation Sales Tax Special Revenue Fund..................................................................................157 MobilePark Fee.................................................................................................................................... 158 Public Education and Government Fee Special Revenue Fund..........................................................159 Park Acquisition Development Capital Project Fund........, ..........................................160 Residential Construction tax Capital Project Fund...............................................................................161 Assessment District Improvement Capital.Project Fund..................................................................... 1 2 Dev e lopment Impact Capital.Project Fund..........................................................................................163 Other Transportation Program Capital Project Fund..............................................................................1 4 CapitalProjects Fund.......................................................................................................................... 165 Notes Payable Debt Service Fund....................................................................................................... 166 Leases Payable Debt Service Fund............ ........... 167 Public Financing Authority Debt Service Fund..................................................................................16�8 Municipal Financing AuthorityDebt Service Fund............................................................................16�9 2021-03-02 Agenda Packet Pale 159 of 484 CITY OF CHULA VISTA. COMPRE HEN IVE Al's" UAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED JUNE 3012020 TABLE OF CONTENTS(CONTINUED) Page Number FINANCIAL SECTION(Confinued), Non-Major Proprietary Funds: Combining Statement of Net Position...... ............................................................................ 170, Combining Statement of Revenues,Expenses and Changes in Net Position...................................... 171 Combining Statement of Cash Flows.................................................................................................. 172 Internal Service Funds: Combining Statement of Net Position................................................................................................. 173 Combining Statement of Revenues,Expenses and Changes,in Net Position...................................... 174 Combining Statement of Cash Flows.................................................................................................. 175 .Fiduciary Funds: Combining Statement of Net Position—A.I.I.Agency Funds.................................................................. 177 Combining Statement of Changes in Assets,and Liabilities—All Agency Funds............................... 178 STATISTICAL SECTION het Position by Component-Last Ten Fiscal Years.................................................................................. 182 Changes in Net Position.-Last Ten Fisca]Years............................................................................................ 184 Fund Balances,Governmental Funds—Last TenFiscal Years..................................................................186 Changes in Fund Balances, Governmental Funds—Last'Ten Years.......................................................... 188 Assessed Value and Estimated Actual Value of Taxable 189....................................................................190 Direct and Overlapping Property Tax Rates-Last Ten Fiscal Years.........................................................19 1 Principal Property Tax Payers,-Current Year and Nine Years,Ago ..........................................................192 Property Tax Levies and Collections-Last Ten Fiscal.Years....................................................................193 Ratios of Outstanding Debt by Type- Last Ten Fiscal Years.................................................................... 194 Ratios of General Bonded Debt Outstanding-Last Ten Fiscal Years....................................................... 195 Statement of Direct and Over Lapping Bonded Debt.................................................................................197 Legal Debt Margin Infon-nation-Last Ten Fiscal Years........................................................................... 198 Pledged-Revenue Coverage-Last Ten Fiscal Years..................................................................................200 Demographic and,Economic Statistics-Last Ten Calendar Years............................................................01. Principal Employers-Current Year and Nine Years Ago..........................................................................20�2 Full-time and Part-time City Employees by Function- Last Ten Fiscal years...........................................203 Operating Indicators by Function/Program-Last Ten Fiscal Years..........................................................20�4 Capital Asset Statistics by Function/Prograrn- Last Ten Fiscal Years......................................................20,5 Independent Auditors'Report on Internal Control Over Financial Reporting, And on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with, Governmmt Audi"ting Standards.......................207 2021-03-02 Agenda Packet Pale 160 of 484 C 400le 104�� .00000000 CIT I Flonance,VITT, ° . January 29�, 2021 Honorable Mayor, Councilmembers, and Citizens of Chula Vista Chula Vista Cityl lall. Chula Nista, CA 9191 The audited Comprehensive Annual Financial Report CAFR of the City of Chula Vista for the fiscal. year ended Tune 30, 2020 is hereby submitted to you. The City compiles and prepares the annual financial. report to provide interested parties withreliable information concerning the financial condition and results of operations, for the City. The basic financial statements are audited by an independent certified public accounting firm. The purpose of the audit is to ensure that the financial statements present fairly, in. all material respects, the financial position and the results of operations of the City. "Responsibility for both the accuracy of the information and the completeness and fairness of the presentation, including all disclosures, rests with City management. The financials statements, have been prepared in accordancewith generallyaccepted. accounting principles. This means that the statements havebeen prepared using guidelines that would allow the user to make a meaningful comparison to the! financial statements of other similar entities. All disclosures necessary to enable the reader to gain an understanding of the City of ChulaVista's activities have been included. Generally accepted accounting principles require that management provide a narrative introduction, overview, and. analysis to accompany the basic financial statementsin the form of Management's Discussion and Analysis MD&A . This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The City of Chula Vista's MIS&A can be found immediately following the report of the independent auditors. The City of Chula Nista is required to undergo an annual single audit in conformity with. the provisions of the devised Single Audit Act of 1996 and the United States Office of Management and Budget's Uniform-Guidance. Information related tothis single audit,including a schedule of expenditures of federal awards, along withthe independent auditors' reports on internal controls and compliance with applicable laws, can be found in a separately issued single audit report. The Comprehensive Annual Financial Report for the City of Chula Nista includes the activities of the primary government (City of ChulaVista) along with several. "component units." A component unit isa legally separate organization or entity for which the elected officials of the primary government ent are financially accountable. Component units, although. they are legally separate entities, are in substance part of the primary government's operations and therefore included for financialreporting purposes. The component units included within the City of ChulaVista's financial statements are the Chula Vista.Public 276 Vista,, 4 . Fourth Ave'ilcue Chula 910, wwwxhulavl laca.gov (619) 691-5051, ax -5685 2021-03-02 Agenda Packet Page 162 of 484 ii Vi l � � C A 9 2,76, 16 V 1 � 0! �� � 9, e a � 1,,a,,"v,*s,taca,go , Vi l � � C A 9 2,76, 16 V 1 � 0! �� � 9, e a � 1,,a,,"v,*s,taca,go , Independent audit Each year the City has an audit performed by an independent certified public accounting firm. This year the audit was, performed. by the firm of Lance, Soll, and Lunghard, LLP. The auditors also conducted a "single audit" designed to meet the requirements of the federal Revised SingleAudit Act of 1996 and the related U.S. Office of Management and Budget's Uniform Guidance. The auditor's report on the basic financial statements can be found in the financial section of this report. The auditor's report on.internal.controls over financial.reporting and compliance with applicable laws and regulations can be found in a separately issued report. Awards The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Chula Vista for its, Comprehensive Annual. Financial. Report for the year ended June 30, 201-9. This was the 20th consecutive year that the City has received this prestigious award. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized Coy prehensiveAnnual Financial Report. Thi's report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that our current Comprehensive Annual Financial Report continues to meet the Certificate of Achievement Program.'s, requirements, and we are again submitting it to GFOA to determine its eligibility for another certificate. Acknowledgments The preparation of this Comprehensive Annual Financial Report could not have been accomplished without the efficient and dedicated services of the entire -finance staff throughout the fiscal, year. We would like to thank all those individuals who assisted and contributed to the preparation of this report. ,Acknowledgement must also be given to the Mayor and City Council, along with the City Manager, for their continued interest in planning and conducting the operations of the City of Chula Vista in a responsible and progressive manner. Respectfully submitted., C:e David Bilby Director of Finance/Treasurer 202170,3PO,2,'A-gAidaiB,,aQk&,Lila, Vista,,, CA 91910 wwwxhulavistaca.gov (6-19) 691-50151 fPug61 TW-558f 49*5 iv City of Chula Vista List of City Officials As of June 3,0, 2020 City Council Mary Casillas, Salas Mayor Stephen Padilla Deputy Mayor Andrea Cardenas Councilmember Jill Galvez Councilmember John McCann Councilmember Administration Maria Kachadoorian City Manager Kelley Bacon Deputy City Manager Kelly Broughton Deputy City Manager Eric Crockett Deputy City Manager Glen R. Googins City Attorney Kerry K. Bigelow City Clerk Department Heads David Bilby Director of Finance/Treasurer Tiffany Allen Director of Development Services Courtney Chase Director of Human Resources Edward Chew Director of Information Technology Services Harry Muns Fire Chief Matthew Little Director of Public Works Roxana Kennedy Chief of Police Tracy Lamb Director of Community Services William Valle Director of Engineering & Capital Projects 2021-03-02 Agenda Packet Page 166 of 484 V CITY OF I'A CHULAVIST, ' Organizational Chart CITY ATTORNEY C • � STA VII! CITIZEN ADVISORY MAYOR CITIZEN ADVISORY COMMISSIONS CITY COUNCIL BOARDS CITY MANAGER CITY CLERK ------------------------------------ POLICE FIRE DEPUTY CITY MANAGER DEPUTY CITY MANAGER DEPUTY CITY MANAGER OFFICE OF FINANCE Development ECONOMIC COMUNICATIONS Services DEVELOPMENT HUMAN PUBLIC WORKS INFORMATION RESOURCES TECHNOLOGY SERVICES COMMUNITY ENGINEERING ANIMAL CARE SERVICES FACILITY 2021-03-02 Agenda P Page 167 of 484 vi Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to City of Chula Vista California For its Comprehensive Annual Financial Report For the Fiscal Year Ended June 30, 2019 OAzd Executive Director/CEO 2021-03-02 Agenda Packet Page 168 of 484 Vii 0000 IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII 00 INDEPENDENT AUDI�T'ORS,' REPORT To the Hlonorable IMayor and Members of the City Council City of Chula Vista, California Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of City of Chula Vista, California, (the City) as, of and for the year ended June 30, 20,20, and the related notes to the financial statements,, which collectively comprise the City's basic financial statements as listed ins the table of contents. Manaagement's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these fi an+ciall statements in accordance with accounting principles g�eneralllly accepted in the United States, of America; this includes the design, implementation, and maintenance of internal) control relevant to the preparation and fair presentation of financial statements that are free from material misstatement,l whether due to, fraud or error., Auditor's Responsibility Our responsibility is to express opinions, on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Compitrollller General of the United States., Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to, obtain auidlit evidence about the amounts and discllols,ures in the financial statements,. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements,, whether due to fraud or error. In making those risk assessments,, the auditor coins,iiders internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opiinion on the effectiveness of the entity's, internal control. Accordingly, we express ono, such opinion., An audit also includes, evaluating the appropriateness, of accounting pollicies used and the reasonableness of significant accounting estimates made by management, as welll as evaluatiingl the overall presentation of the financial statements. We bellieve that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions., PrimeGlobal ........................................................................................................................................ I. 11 HIM JillISO' PH ME, LSL0000 0000 00 To the H�onorable Mayor and Members of the City Council City of Chula Vista, California Other Repoirtiing Requiiredby Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated January 2 , 2021 on our consideration of the City's iinternal co troll over fiin�ancial reportiing and on our tests of its, colmplliance with certain provisions of laws, regiuilations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testingi of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City's internal control over financial reporting or on coni Banco. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the City's iinternall control over fina ciall reporting and cornplliance. Brea, California January 2,9, 20,21 2021-03-02 Agenda Packet 3 Pae 172 of 484 CITY OF CT LA VISTA MANAGEMENT'S DISCUSSION AND ANALYSIS As management of the City of Chula Vista, we are presenting the readers, of this annual financial report a narrative overview and analysis of the financial activities of the City of Chula vista for the fiscal year ended June 30, 2020. We encourage the readers of this document to, consider the information presented here in conjunction with additional information furnished in the letter of transmittal found in the introductory section of this annual report. FINANCIAL HIGHLIGHTS The following outlines financial highlights for the year: 1. At June 30, 2020, the assets and deferred outflows of the City exceeded its liabilities and deferred inflows by $1,514.4 million (net position). Total net position consisted of net investment in capital assets of$1,366.4 million, restricted net position of$181.4 million, and, unrestricted net position of a negative $3,3.,4 million. 2. Total unrestricted net position for governmental activities was $4.0 million higher, than the prior fiscal year, an increase of 2.8%,, whereas unrestricted net position for business type activities, was $11.2 million higher than the previous year, a 12.4%, increase. 3. The City's total net position increased by $76.1 million in fiscal year 2020, including a restatement of net position. for governmental. activities. The net position :for governmental. activities increased by a net $69.3 million., while the net position for business type activities increased by $6.9 million. 4. The City's governmental funds reported combined ending fund balances of$298.6 million, an increase of$ .,4 million, or 3%, net of a negative $1.2 million restatement for fund balance. 5. Total citywide liabilities increased by $16.0 million. Liabilities for governmental activities increased by $15.7 million and business-type activities slightly increased by $0.3 million. 6. The City's total long-term debt obligations, for governmental activities had a net decrease of $13.3 million or 7.0% during fiscal year 2020. The decrease is primarily due to the principal. payments or debt retired in the amount of $14.3 million offset by new capital leases in the amount of$1.0 million issued during the fiscal.year. 701 On June 5, 2018,, the City"s voters approved Measure A, a one-half(1/2) cent sales tax to fund public safety staffing and services,with an effective date of October 1, 2018. Sales tax will be collected in perpetuity and was estimated to provide approximately $18.3 million annually., Sales tax collected in relation to Measure A totaled $201.1 million for the fiscal year. 2021-03-02 Agenda Packet 5 Pae 174 of 484 OVERVIEW OF FINANCIAL S'TATEMEN'TS, This discussion and analysis, is 'intended to serve as an introduction to the City's basic -financial statements. The City's bas,ic financial statements are comprised of three components: 1)government-wide -financial statements,2) -fund-',Financial statements,and 3)notes to the-Financial statements. This report also contains required supplementary information (RSI) as well as other supplemental financial information. G-overnment-Wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to private-sector business. They are comprised of the Statement(?f'Net Position and Statement qfAct iviter and Changes inNet Position. The Statement ofNc-I.Position presents information on all.the City's assets and deferred outflows, along with liailities and deferred inflows,with the difference reported,as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether, the financial position of the City is improving or deteriorating. This statement combines and consolidates governmental funds' current financial resources with capital assets and long-term obligations. The Statement qfActivities and Changes in Net Position presents information showing how the government's net position changed during the -fiscal year. All changes in net position are reported as, soon as the underlying event giving rise to the change occurs, regardless of the timing of the related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g. uncollected,taxes and earned but unused vacation. leave). The government-wide financial. statements have separate sections for three different types of activities. These three types of activities are: Governmental Activities - The activities in this section are mostly supported by taxes and charges for services. The governmental activities of the City include General Government, Public Safety, Co munity Development, public Words, parrs and Recreation and Library. Btisiness-Type .Actives — These functions normally are intended to recover all. or a significant portion of their costs through user fees and charges to external customers for goods and services., The business-type activities of the City include the Sewer Fund, the Sewer Development Impact Fees, the Development Services Fund, the Chula Vista Elite Athlete Training Center Fund, and the Transit Fund. Discretely PresentedComponent Units - The City of Chula Vista has no discretely presented componentunits, to report upon.. 2021-03-02 Agenda Packet 6 Pale 175 of 484 0 4, 0 Fund Financial Statements and omp Major Ccs one Unit Financial Statements A. -fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All the funds of the City can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. The fund financial statements provide detailed information about each of the City's most significant funds,called Major Funds. The concept of Major Funds, and the determination of which, are major funds, was established by GASB Statement 34 and replaces the concept of combining like funds and presenting them in total. Instead, each Major Fund is presented individually, with all Non-major Funds summarized and presented in a single column. Governmental Funds—Governmental funds are used to,account for essentially the same functions reported,as governmental activities in the government-wide financial statements. However, unlike the government-wide financial, statements, governmental fund financial, statements focus on near- term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the -fiscal year. Such information may be useful in evaluating a government's near-term financial capacity. Because the focus of governmental funds is narrower than that of the government-wide financial statements., it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide -financial, statements. By doing so, readers may better understand the long-term impact of the government's, near-'term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances, provide a reconciliation to facilitate this comparison between governmental funds, and governmental activities. These reconciliations are presented on the pages, immediately following each governmental fund financial statement. As, of Fiscal Year 2019-20., the City maintains -numerous governmental. funds within. the adopted budget and its financial system. However, for financial reporting, the funds are summarized as follows for presentation purposes: Fund Category Major Funds Non-Major Funds Total General F'u�nd 1 0 1 S,pedal Revnuie 2 15 17 Capital Project 1 9 10 Debt Service 2 3 5 Pe r rye nt 01 0 0 Total Presented 61 27 33 2021-03-02 Agenda Packet 7 Pale 176 of 484 Each major fund is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fundbalance. Information 11 1 for the City's remaining governmental un is comined into a single, aggregated "Other Governmental Funds" column. Individual fund data for each of these non-major governmental -funds is provided in the supplementary information portion of the report. Proprietary Funds—The City maintains two different types,of proprietary funds-enterprise funds and 'internal service funds. Enterprise funds, are used to, report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for its s,ewer, development services, transit, and Chula Vista Elite Athlete Training Center. Internal service funds are used to accumulate and allocate costs intemally among the City's various functions. The City uses internal service funds to account for its vehicle fleet, information systems, and workers' compensation program. Because these services predominantly benefit governmental rather than business-type functions, they have been included within governmental activities in the governmental-wide financial statements. Proprietary -funds provide the same type of in-formation as the government-wide --financial statements, only in more detail. Like the government-wide financial statements, proprietary fund financial statements use the accrual basis of accounting. There is no reconciliation needed between thegovernment-wide financial statements for business-type activities and the proprietary fund financial statements. Fiduciary Fundlv—Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary, funds, are not reflected in. the government-wide financial. statements because the resources of those funds are not available to support the City's own programs. Notes to the Financial Statements The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. Required Supplementary Information In addition to the basic financial statements, and accompanying notes, this report also presents certain.required supplementary information.concerning the City's budgetary results for the general. fund and all major special revenue funds, with an appropriated budget. Required supplementary information also includes trend data for the City's pension plans and other postemployment benefits. Other supplementary information, including combining statements for nonmajor governmental. funds., nonmajor proprietary funds, internal service funds, and all agency funds, are presented immediately following the required supplementary information. 'Budgetary comparison schedules are also included in this section era nonmajor governmental funds with an appropriated budget. 2021-03-02 Agenda Packet 8 Pale 177 of 484 GOVERNMENT-WIDE FINANCIAL ANALYSIS Net Position As noted earlier,net position may serve over time as a useful.indicator of a government's -financial position. For the City of Chula Vista, total net position (governmental and business- type activities) totaled $1,514.4 million at the close of the fiscal year ending June 30, 20�20. This is a net increase of'$76.1 million when compared to the prior year. 'There was an increase in the City's governmental activities of$69.3 million and an increase in business-type activities of$6.9 million. A, summary schedule follows which shows the components that make up the City's net position at June 30., 2020 and 2019. City of Chula Vista Net Position Fiscal Year Ending June 30 Governmental Activities Business-Type Activitiies, Total 2020 2019 2020 2019 2020 2019 C rrent Assets $ 365,985,272 286,691,074 $ 141,,705,632 $ 1291,773,395 $ 507,690,904 $ 416,464,469 Non-Current Assets 25,883,098 48,52 1,7109 (271,207) (254,210) 25,611,891 48,267,499 Capital Assets 1,206,204,465 1,181,813,175 3,17,722,714 322,0189,740 1,523,927,179 1,503,902,915 Total Assets 1,598,072,835 1,,517',025,958 459,157',139 451,6,08,925, 2,057,229,97'4 1,968,634,883 Diefer red outflow of resources 59,792,161 58,758,574 2,97'7',605 4,167,679 62,7691,766 62,926,253 Total Deferred Outflows 59,792,161 58,758,574 2,,977,605 4167,6791 62,7691,766 62,926,2513 Current ILia b llities 47,548,825 41,400,5810 1,,943,844 2547,039 49,4912,669 43,947,619 Non-Current Lia,blilities, 507,360,494 4971803,298 39,255,525 38,399,,520 54616160019 536,202,818 Total Liabilities 554,909,319 5391,203,878 41,19,91,369 40,946,559 596,108,688 580,150 437 Deferred inflows of resources 8,302,878 11,193,485 1,,145,186 1,917,918 9,448,064 13,111,403 Total Deferred Inflows 8,302,878 11,193,485 1,145,186 1,917,918 9,448,0164 13,111,4013 Net Position Net Investment iin,Capiital Assets 1,048,711,594 9917,561,287 317,,722,714 322,072,,495 1,3616,434,,308 1,319,633,78,2 Res tri cted 181,367,432 167,220,184 181,367,432 167,220,184 Unrestricted (135,426,227), (139,394,302) 1012,,067,475 90,83,9,632 (33,358,752) (48,554,6701) Total Net Position $1,094o652p799 $1o025p3871169 $419,790,189 412,9112,12,7 $ 1,514,442,9188 $1,4380299,2,916 As, the table above illustrates, an amount of$1.,366.E million is reported as invested in capital assets (e.g. land, streets, sewers, buildings, improvements, equipment and worle, in progress), less any related debt used to acquire those assets that are still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. 2021-03-02 Agenda Packet 9 Pale 178 of 484 A. portion, of the City's net position is restricted for govemmental. activities — $181.4 million or 12.0%—and represents resources that are subject to external restrictions on how they may be used. Restricted net position increased $14.1 million from the prior year mainly due to revenues exceeding program costs for capital related projects,public safety, and community development programs. Unrestricted net position represents the portion of net position that can be used to finance daily operations without constraints established by debt covenants, enabling legislation, or other legal requirements,. The remaining balance of unrestricted net position— ($33.4) million or(2.2%) — is comprised of($135.4million for governmental activities offset by $102.0 million for business- type activities,,, an increase of$15.2 million from the prior year. At the end of the fiscal year, the City was able to report positive balances for all categories of net position for its bus,iness-type activities, however, both the total primary government as well, as the governmental activities column, show a negative unrestricted net position as a result of net pension and total OPE B liabilities. 2021-03-02 Agenda Packet 10, Pale 179 of 484 Changes in Net Position The statement of net position provides a snapshot at a given,point in time of the assets and liabilities of the City. The other citywide statement provided is the Statenient qf Activities and Changes in Net Position.,This statement provides the reader with information regarding the revenues,expenses and changes, in net position over the fiscal year. Generally, all changes to the City's net position from one fiscal year to the next flow through the Statement of Activities. CI*ty of Chula Vista Summary of Changes in Net Position Fiscal Year Fading June 30 Governmental Activities Business-TVpe Activities Total 2020 2019 2020 2019 2020 2019 Revenues: Program,Revenues: Charges for Services 82,498,211 $ 42,146,866 $ 54,844,065 $ 54,7'96,2.28 $ 137',342,276 $ 96,943,094 Operating Grants&Clontributions, 16,6'56,454 20,686,617 33,893 163,380 16,690,347 201,849,997 Capital Grants&Contributions 25,4491,043 27,052,711 - - 25,449,0143 27,0152,711 General Revenues: Property Taxes 62,9015,983 59,841,97'2 - - 6 2,9 015,9 8 3 59,841,972 Sales Taxes, 78,964,672 73,187,780 - - 78,964,672 73,187,780 Fra nichii se Taxes 12,619,252 12,121,018 - - 12,619,252 12,121,018 Ulti I i ty User Taxes 4,0164,,8913 4,882,704 - - 4,0164,893 4,882,704 Businies,s,License Taxes 1531,921 1554,9701 - - 1,531,921 1,554,970 Transient Occupancy Taxes 4,522,127 4,501,935 4,522,127 4,501,935 Property Transfer Ta x es 1,398,,348 1,514,017 1,398,348 1,514,017 Construction Taxes 11,111,352 10,629,530, - - 11,111,3,52 1011629,530 Investment Earnings 14,0162,136 12,243,685 5,450,627 4,575,679 19,512,763 16,819,364 Miscellaneous 1.3,897,888 13,963,434 380,617 252,213 14,278,505 141215,647 Gain(Loss),Disposal of Capital Assets - 102,283 1,313 601,770 1,313 163,053 Total Revenues 329,682,280 284,429,522 60,710,515 59,848,270 390,3912,795 344,277,792 Expenses: Gienieral Government 33,033,582 27,922,521 - - 33,0133,582 27,922,521 Public Safety 125,991,666 111,269,341 125,991,666 111,269,341 Coirnimuniity Development 11,768,626 11,153,109 11,768,626 11,153,,109 Public Works 69,016,,706 57,563,725 69,016,,706 57,563,725 Parks ancl Recreation 16,592,077 14,633,1911 16,5 9 2,,0 7 7 14,633,,191 Li bra ry 1,107,068 1,007,869 1,1017,,068 1,007,8691 I ni ter es t o n Long-Terra Debt. 6,02.7',344 6,740,877 - 6,0127,,344 6,74.0,877 Sewer Funds - - 38,523,661 36,815,795 38,523,661 36,815,7'95 Transit - - 13,923 160,797 13,,923 160,797 Sewer DI Fs - - 510,789 495,865 510,7891 4-95,865 Development Services Fund - - 9,644,465 101,755,535 9,644,,465 I0P755,535 Living Coast Discovery Ctir - - 95,405 - 95,405 - CV Elite Athlete Tra i ning Ctr - - 691,256 595,579 691,,25�6 595,579 Total Explenses, 263,537,069, 230,290,633 49,479,499 48,82,3,571 313,016,568 2791,114,2014 1l ncrea,;eADecrease)i n INet Positiion Before Tra nsfeirs 66,145,,211 54,138,889 11,231,016 11,024,699 77,3761,227 651163,5,88 Transfers 4,352,,95,4 4,339,276 (4,352,954) (4,339,,276) - Change in Net Position 70,4918,165 58,478,165, 6,878,062 6,685,423 7'71,376,227 65,163,588 Net Position,Beginning of Year-Restated 1,024,154,634 966,909,004 412,912,127 406,2261,704 1,437,066,761 1,373,135,708 Nlet Position,End of Year 1,094,652,799 $ 1,025,387,169, $ 419,790,189 $ 412,912,127 $ 1,514,442,988 $ 1,438,29,9,296 2021-03-02 Agenda Packet Page 180 of 484 E�xpelnses Program s I m A 0 , aGoPv,e,rn,m,ental, ,A,CtIV'lt, ies $20$140 $120 $,1,00 $80 $60 $40 ��� /. nuiuuinnnnnnnnnnnnuiuiuuaru� ��IP��IUId1�1�16�IMu����(M�ui�ieiniunnnnnnnnnnnnniuiuiunna-rr�rmm�nnnuiuiunnnniuiuiuumr mi��iP��������2(J�lu�i(ifui(uil�arrmoimiaminuiuiuuinnnnnnnrniui makaknrnrmm�nnnnnnniuuuniuunuJ c i ���uiuu�rairmmnnnnnnnnnniuiuiuru-mnr�rmm�nnnnnuiu�u�raiauaa�nw�mii �i ����I������������� �wiunuuuinnnnnnuiuiuuinnnnniurrnr rnuuiunnnnnnnnnuiuiuuuua� m�mmm�nnnnnnniuiuuuunrmmmVIVIWWIVIVIIVIVWWW�VIW4IVIVIIVIVIIVIWVIW4IWVIW4IWWIVIVIVIIVIVIWIIVIY���i����uli���i����i����uli���i���ui(�i��umanianrnnnnnnniuiuiunnnuuiaknkr.. CommunityGe i Public Safety GovenmetIiifi Library Recrea, 1011 Iomfo ... .._,. ,. Expenses, txVIA:. $33,1,0331582 � ;. � ,, �,11666 1,11 71681 , I .. 1"' I. - 8 C WWS1S»A) AllAlil$) AllAlll$) llAlll$)A llA))A�$)A llA llAS)A llA llAT)A )AllAS)A) )AllAli1S )AllAlil$ AllAllM'�1JM Nb M lM llM llM llM 7l7�M M lM llM llM llM L7�M M MllM llM llM lf�1M M MllM llM llM ll77M M M lM llM llM ll77lM M M lM llM llM ll77M f AllAlll$) AllAlll$) llA))A�$)A llA llAS)A llA llAT)A llA llAS)A AllAllA 111N AllAlil$) AllAlll$) llAlll$)A llA))A�$)A llA llAS)A llAllAT)Af b AllA UAil ... llA llA A llA llA A llA llA A llA llA A� A!N If�lf91 JJM M M lM llM llM llSIM M M lM llM llM ll'�`l1S M M lM llM llM llN 11S M M lM llM llM llN 11S M M MllM llM llMl1SlM M MllM llM llM lJ45ti`1 Yb1llM llM llM 7l7�M M lM llM llM llM L7�M M MllM llM llM lf�1M M MllM llM llM ll77M M M lM llM llM ll77lM M M lM llM llM ll7�llM llM llfiY��. Total Program n Revenues $2,327,374 57,16,47,988 �7,333,980 210661#000 1,775,490 m rc rcrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rrrr rcr .A.AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr AArr A «cmRr, 10"1 unarges for Services had a net increase of $40.4 million "for governmental activities when compared to the previous year mainly due to the change in accounting treatment for deferred loans related to community development. Changes by service category in comparison to, the prior fiscal year are summarized in the table below. Charges for Services As of June 30 Increase/ Service Category 2020 2019 (Decrease) General Government $ 1,194,045 $ 510014,895 (318100850) Public Safety 8,154,003 518650227 2p2881776 Community Development 460290,7223 4170,11195 41,589,028 Public Works 24,140,150 23,562,841 57713019 Parks and Recreation 210,66?0100 2,134,904 (68;964) Library 653)790 877'11744 (223,,954) Total Charges for Services, $ 82,498,211 $ 42,1461866 401351345 Operating Grants and Contributions for governmental activities had, a net decrease of $4.0 million from the previous fiscal year mainly due to less operating grants related to public safety and community development. Changes,by service category in comparison to the prior fiscal year are summarized in the table below. Operating Grants and Contributions As of June 30 Increase/ Service Category 2020 2019 (Decrease) General Government $ 9771472 324,010 $ 653,462 Public Safety 15,284,0138 18,493,627 (312091589) Community Development 309,753 1,758,842 (1.,449)089) Public Works 3,800 110,00 2,3001 Li bra ry 81,391 109,138 (27;747) Total Operating Grants and Contributions, $ 16fiS61454 $ 201,686,6117 $ (4,v030,1613), 2021-03-02 Agenda Packet 13 Pale 182 of 484 Capital Grants and Contributions for governmental activities had a net decrease of$1.6 million from the previous fiscal year mainly due to less capital grant activity related to community development offset by an, increase in grant activity related to public works projects. Changes by service category in comparison to the prior fiscal year are summarized in the table below. 0-0 tion Capital Grants and ContrIDution As of June 30 Increase/ Service Category 2020 2019 (I ec�rease) General Government $ 155,857 $ 108110101 $ 47,856 Public Safety 14,835 11,143 3,692 Community Development 11,048,012 18,676,312 (716280300) Public Works 131190,o3oi 617017'11298 614821732 Li bra ry 11040?309 11549/957 (509,648) Total Capita! Grants and Contributions $ 25144%0143 $ 27,052,711 (.1,+ 03,668), General Revenues are all other revenues not categorized as program revenues such as property taxes, sales taxes and investment earnings. Total general revenues from governmental activities were$205.1 million in fiscal year 2019 20. The largest source of general revenues received,during the year for governmental activities were taxes :for a total of $177.1, million, 'which included amounts from Property Taxes, for $62.9 million, Sales Taxes for $79.0 million, and Franchise Taxes for$12.6 million. All taxes combined increased a total of$8.9 million in comparison to the prior year. The City's General Revenues increased overall by$1.0.6 million when compared to the prior-fiscal year. While most of the revenue categories increased moderately from last year, there were significant increases in the collection of sales taxes, property tax, and investment earnings. The significant changes in comparison to the prior year are identified in the table below. General Revenues As of June 301 Increase/ 2020 2019 (Decrease) Property Taxes $ 62,905,983 $ 59,841,9172 $ 3,0164,011 Sail es Taxes 78,964,672 73,187,780 51,776,892 Franchise Taxes 121619,252 1201121)018 498,234 Uti I it User Taxes 41064,893 4,882,704 (817,811) Bus,iiniess LicenseTaxes, 11531,921 1155419,70 (23,,049) Transient Occulpanicy Taxes 410522,.127 405011,,9135 20,,192 Property Transfer Taxes 1,398,348 1,514,017 (115,669) Construction Taxes 11,111,352 101,629,530 481,822 Investment Earnings 1410621136 12,243,085 11,8181451 Misc�ellllaneous 13,8917,888 13,,916 3,4 3 4 (65,546) Total General IReveniues $ 205,FO,78,5172 194,441,ii,0145 $ 10,637,527 2021-03-02 Agenda Packet 14 Pale 183 of 484 Im 1111111111:nil, 111111 I i'll ''Ita1111111 Goiv 11111111 11111 ,,,lei 11 11 1 Ex"I'llpeill"i s s� A ctilvit oio ly y AN111111 u :ulPyiWr. n Diewellopr� menaa�r ,� 2ell 06 m�m Parks and Rli 1111111 f � � IIIIIII L '� �I�I IIII . 111111 � ,� % . 1111111- W lislot nt. erla, z", ll�'u ,L o ng,-.,�7111117111111elir me,, , 48% D,/,ebl""It lu G ellin G ol"I've r n m en' .ii 1111111............................ IIII IIII III % FUND LEVEL FINANCIAL ANALYSIS .A.s noted earlier, the City uses find accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental Funds The City uses governmental fund accounting to ensure compliance with budgetary allocations ars to maintain control over resources that are legally, or otherwise, restricted for specific purposes. The -following is a discussion of the significant changes for the City's major funds as shown on the balance sheet for governmental funds in the basic financial statements. Genera" fund The General Fund is used to account for the general operations of the City. It is used to account for all financial resources, except those required to be accounted for in another fund. The General Fund is always reported as a major fiend. For the fi V oundry Grants Fund— The Sundry Grants fund is to account for miscellaneous grants such as: Supplemental Law Enforcement Services, California Library Services, Act, Public Library Act, Asset Seizure-, Local, Law Enforcement Block, Grants, -federal, library grants, waste management and recycling, energy conservation,parks and recreation., social service grants, Gayle McCandliss memorial cultural, arts, federal assistance, C 3 program. income projects, HOME project, and Community Development Block grants. The Sundry Grants fund had total revenues, of$15.4 million and expenditures of$14.6 million, resulting in revenues over expenditures in the amount of$0.9 million. Revenues were $5.3 million less in comparison to the prior fiscal year mainly due to, the receipt of asset seizure monies in the prior year. The Sundry Grants, fund balance decreased by $1.4 million for the fiscal year, after accounting for net other financing uses of($2.2)million and a restatement of($0.1)million. Total. fund balance at June 30, 2020 was $8.5 million., composed primarily of restricted find balance, except for the amount classified as nonspendable related to prepaid costs,. Housi*ng Successor Agency Fund — The California legislature voted to end redevelopment agencies on February 1,2012. This fundwas created as a result of the dissolution process and was formerly known as the Low and Moderate Income Housing Fund. The City opted to become the Successor Agency to the Redevelopment Agency and to the Low and Moderate Housing Successor. For the year, this, fund had total revenues of$0.8 million composed primarily of interest earnings, property rentals and loan repayments from affordable housing projects. Total fund balance as of June 30, 2020 was $12.4 million,, an increase of $0.2 million, from the prior year offset by a restatement of fund balance of$0.7 million related to CHIP loans. Fund balance is composed, primarily of restricted fund balance, except for $0.1 million classified as nonspendable related to prepaid,costs. Development Impact Fee Fund ­ This fund was established as a depository for various development impact fees (DIFs). The fees are levied against all new development in. the City in order to pay for the construction or improvement of public facilities as a result of City growth. Revenues for this fund totaled $11.2 million attributable to building permit fees for new development. Expenditures totaled, $3.6 million, composed primarily of capital expenditures on Telegraph Canyon Drainage, Transportation DIF, and the Western Transportation DIF, for a combined total of$2.6 million. Total fund balance increased by $2.4 million for the year. At June 30, 2020, fund balance in the amount of$57.4 million was,presented as restricted fund balance related to various capitalprojects for public facilities due to new development. Proprietary Funds The City's Serer Fund is reported as a major fund on.the Statement of NetPosition.for Proprietary Funds in the basic financial statements., 2021-03-02 Agenda Packet 17 Page 186 of 484 V oe,wer.Fund—The Sewer fund is used to account for all activities related to providing sewer service to the residents, of Chula Vista. Resources for the fund come primarily from sewer service charges paid or by users of the system. For the fiscal, year, operating revenues totaled $44.9 mi Ilion, an increase of $0.5 million from the prior fiscal year. In addition, non-operating revenues totaled $5.2 million. which included interest income. Operating expenses totaled $38.7 million, for the fiscal year, with the most significant cost related to the wastewater treatment by the City of San Diego in the amount of$30.5 million. After accounting for all revenues and expenses, both operating and non-operating, net position of the and increased by $8.3 million for the year, totaling $260.5 million, as of June 3 , 2020. Of total net position, $121.1 million represents the City's investment in sewer system infrastructure such as pump stations, sewer lines and other related equipment and therefore not available to fund the day-to-day operations of the sewer system. Current assets total $136.1 million, comprised of cash and investments ($128.8 million) and accounts receivable ($7.2 million). Fund liabilities at the end of the fiscal year totaled $15.5 million, of which $1.2 million, were considered current liabilities, with the remainder non-current liabilities primarily related to pension costs, and other post-employment benefits (OPEB). The fund had no outstanding bonded debt. In addition, the fund reported deferred outflows of resources in the amount of$1.2 million and deferred inflows of resources for $0.4 million related to pension and OPEB, costs. Sewer Development Impact Fee Fund — This fund was established as a depository for sewer development impact -fees. The fees are levied against all new development in the Cifyin order to pay for the construction or improvement of public sewer facilities as a result of City growth. Operating revenues totaled $,0.8 million for the fiscal year. In addition, non-operating revenues and expenses netted together for a total of$0.3 million in expenses over revenues mainly due to interest expense greater than interest income for the year. Operating expenses totaled, $60,477 for the year, comprised mainly of administrative and general. costs for operation. Net position of the fund was, a negative $1 .8 million primarily due to an. interfund loan and was comprised of$4.3 million in assets and $18.1 million in liabilities (including the interfund loan from the Sewer Fund). Please reference note 4 to the financial statements for additional information on the advances from other funds. Development Servi'ces Fund — This fund accounts for revenues and expenses related to the processing of development plans and permits. The fund is comprised of three divisions, Planning, Building, and. Engineering, which provide direct services, to property owners, developers, and the City as required for the entitlement and/or improvement of property. The services provided encompass most development activities, including land, use entitlements; public infrastructure, open space, and landscape planning; pub�lic infrastructure construction, grading and building permits. Operating revenues totaled $9.3 million and were primarilv compriseof permits and fees. Operating expenses totaled$9.6 million for the year, mostly comprised.of personnel. service costs. Nonoperating revenues and expenses were comprised of interest revenue. The sum of all transfers reflects funding to and from other funds for subsidies and,overhead,expenses. 2021-03-02 Agenda Packet 18 Pale 187 of 484 Net position of the fund was, negative $23,.2 million for the fiscal year primarily due to liabilities related to pensions. Assets (both current and noncurrent)totaled $1.3 million for the year. Current liabilities were $0.7 million and noncurrent liabilities totaled $24.9 million primarily consisting of liabilities related to pension costs and. 3P,EB,. 1r addition,the fund also reported deferred outflows fresources in the amount of$1.8 million and deferred inflows ofresources dor$0.7 million related to pension costs and OPEB. Chula Vista Elite athlete Training Center CVEA C) Fund — This fund was established to. account for the V ATC"s activities in partnership with Elite Athlete Services, the CVEATC operator.. Net position decreased by o.5 million from the prior year mainly due to depreciation expense and administrative costs. This fund's primary asset consists of the land and facilities held, for the Chula Nista. Elite Athlete Training Center in the amount of $196.4 million. Current liabilities totaled $0.4 million. Net position of the fund was $196.0 million primarily due to the facility contribution from the CJS t ly pic Committee in,January 2017. 2021-03-02 Agenda Packet 19 Page 188 of 484 GENERAL FUND BUDGETARY HIGHLIGHTS The -final amended general, fund budget totaled $263,249,467 including $11,755,5152 in budget amendments to the originally adopted budget, $36,,870,496 carried forward for capital improvements and encumbrances of $25,543,488 which will fund contractual obligations and outstanding purchase orders. The budget amendments occurred because of: modification of spending specific to Measure A, the City's half cent sales tax which will fund public safety staffing; Measure P, the City's half cent sales tax w.hich will ffind it re air/replacement I P over the next several years; staffing and organizational changes within various City departments; transfers out to otherfunds; and new supplies and services appropriations approved subsequent to budget adoption; spending in response to COV.1 )-1 . The General Funds' budget amendments of $11,755,552 are summarized as follows: Resolution Budget Amendments Expenditure 201°g1-161 Trans to Equip Lease Fund (Police) $83,220, 20191-2213 First Quarter Budg�et Adjustments $6181658 20191-232 CIP Appropriations (Measure P) $41717j 13 201 g-1 g Grant Appropriations (Animal Care Facility) $447,10101 20191-2,133 Appropriations (Measuiro A) $,211331218 20191-231 VLF & Election Appropriations (Clerk) $1201000 2020-013 Cannabis Appropriations (Non-Departmental) $100,000 20201-038 Second Quarter Budget Adjustments $8881354 20201-007 Measure A Appropriations (Police) $4421902 20201-119 Third Quarter Budget Adjustments $1247987 2012101-113 QIP Appropriations/T'ransfers (Measure P) $617062" 201201-174 Donation Appropriations (Parks and Recreation) $10,000 2012101-221 FY20201 Year-End Budget Adjustments, $2,411,9 TOTAL GENERAL, FUND BUDGET AMENDMENTS $11517557552 CAPITAL,ASSETS AND DEBT ADMINISTRATION Capital Assets The City's investment in capital assets for its governmental and business type activities as of June 30, 2020, amounts to $1,523.9 million, net of accumulated depreciation of$ 77'.6 million. This investment in capital assets includes land, buildings, imp�ro�vements, machinery and equipment, in and construction in progress. Infrastructure assets are items that are normally immovable and of value only to the City such as roads, bridges, streets and sidewalks, drainage systems, lighting systems and similar items. The total change to the City's investment in 2021-03-02 Agenda Packet 20 Page 189 of 484 capital assets for the current fiscal year was an increase of $20.0 million, net of accumulated depreciation. Additional information on the City's capital assets can be found in note 5 to the financial statements. Debt Administration Long Terni Debt-At June 3 , 2020, the City had, $175.6 million in debt outstanding compared,to 188.8 million last year, a net decrease of $1.3.3 million or 7.0%,, primarily due to principal repayments for 14.3 million offset by the addition of new capital leases for $1.0 million. Most of the debt is in the form.of lease*revenue Bonds($78.3 million), and Certificates of participation $71.l mil.lion �. The remainder of the outstanding long-term debt is in the fore of CDBG Section 108 loan, unamortized bond premium, notes payable, and capital lease obligations. The City has no outstanding ,general obligation debt.. As of June 0�, 2020, the City has maintained its AA- rating by Standard & Poor's :for Certificates of Participation, which represents a stable outlook. 1n addition, the Chula Nista Municipal Financing Authority maintained its A.A.- rating for the fiscal. year. Additional information on the City's long-term debt obligations can be found in note 6 to the financial statements. ECONOMIC FACTORS AND NEXT' YEA 'S BUDGET Assessed Valuation, and Pro erty Tax According to the County of San Diego Assessors' Office, the city's total assessed valuation (both secured and unsecured) for the 2019-20 fiscal year was 31,787,621,975. This is an increase of $1,805,233,279, or . �2% over the 2018-2019 assessed valuation. It should be noted that assessed value was set as of January 1, 2019. Actual current secured property tax revenues for the 2019-20 fiscal year totaled $36.1 million, which is $1.6 million more than collected in the prior year. Building Activity The valuation of all building and related permits totaled$2644.1 million for the 2019-20 fiscal year. This is approximately 17.,8% less than the valuation of$321.4 million for these permit categories in the prior fiscal year. As of June 30 Buildin ; Permit Valuation 2020 2019 Change $ Change % Residential 140,+ 54,504 $ 1911985.)894 (51, 31,389) -27.0% Non-Residential 41.,1.02,408 8 39,165,74 6 1,9: 61662 4.9% Additions & Alterations 82,046,81..1. 9 ,065," 7" 7",1 8,966) -7. D eanolltions ,814 166PO (126,187) - "6.0%., 0% Total ` 264,143,537 $ 321,: 83,417 $ 5712391880 -17.8 2021-03-02 Agenda Packet 21 Pae 190 of 484 ill%11 The issuance of ouilding permits is a result of several different factors, the largest of which are market based. Permits are not pulled unless there is sufficient demand in the market,or the builders are able to sell the homes for a sufficient price to cover costs and a profit margin,., The other factor impacting the issuance of building permits is the development timeline, and whether the developers have all the necessary approvals in place to move "forward with construction. Local Economy The San Diego area economy had showed signs of continued improvement over the past few years as indicated with decreased unemployment. However, due to the COVIN-1 9 pandemic beginning in March 2020 and the ensuing economic recession,the unemployment rate had,a significant spike .from the prior year. According to the U.S. Bureau of Labor Statistics, the seasonally- -unadjusted unemployment rate in San Diego County was 13.8 percent rate in June 2020, which is higher than the 3.3 percent rate recorded one year ago in June 2019. The regional unemployment rate for June 2020 remained below the state's rate (14.9%) but slightly higher than the national unemployment rate (11.2%). By extension, the City's unemployment rate also increased significantly from the prior year, 1.5.7 percent rate in June 2020 in comparison to 3.7 percent rate in June 201 9. The consumer price index for the greater San Diego area showed an increase of 2.4 percent for the calendar year 2019, which is lower than the 3.4 percent rate for calendar year 2018. Consumer price index information for the San Diego area is, only released twice each year, June and December. The consumer price index for the first half of calendar year 2019 increased at an annual rate of 2.8 percent, whereas the second half of the year showed a rate increase of 1.9 percent, resulting in the overall total rate for the year of 2.4 percent. For the first half of calendar year 2020, the rate increased at a slower annual, rate of 1.3 percent due to the effects of the COVID-19 pandernic. In June 2020,,the region's housing market reported 1,867 existing single-family homes sold,which was 6.9 percent less than. the prior year, which reported 2,006 single-family homes sold. in. June 2019. On average, single family homes in the region were on the market for 26 days, in June 2020, a decrease of 2 days of market time in. comparison to June 2019. The median price for the region in June 2020 was $,687,000, an increase of 2.5% compared, to one year ago, when the median price was $670,000.. The table below presents the City's five zip codes median. listing; price for single family homes comparing data for June 2020 and June 2019. The Information was obtained from Zillow Inc, a company that tracks and analyzes real estate markets. Data for June 2020 Compared to June 2019 Median Price �Zip Code Locale 2020 2019 Percent C h a n 91910 North 56%16091 5381P 870 5.7%, 91911 South 525,858 492 129 6.9% 91913 Eastlake6301F 126 5951P 566 5.8% 91914 N E 755,,920 7191809 5o O% 91915 SE 625,296 585,609 6.8,%, 2021-03-02 Agenda Packet 22 Pale 191 of 484 Fiscal Year 2019-�20 Budget The City ended the 2019-20 fiscal year with an unassigned -fund balance of$25.6 million and a committed fund balance of$11.1 million, including $8.3 million for an Economic Contingency Reserve and 2.7'million for a Catastrophic Events Contingency Reserve within the General Fund. Assigned fund balance included $17.6 million in Measure P bond proceeds and transaction and use taxes related to capital projects and $,47.2 million is related to Measure A and Measure P sales tax. In June 2020, the Chula Vista City Council adopted the fiscal,year 22O�-21 budget which provides $403.9 million in appropriations to fund all City activities. The General Fund budget total is $206.7 million. The City continues to adopt a one-year budget. The City's property tax values continue to recover from the late 2000's national mortgage crisis and recession. Based on information received from the San Diego County Assessor, Chula Vista's projected change in total assessed, value for fiscal year 2020-21 is .26% higher when compared to 2019-20 total, assessed values. Management budgeted anticipated property tax revenue growth in 2020-21 at 3.0% greater than 2019-20 budgeted revenue. REQUEST'S FOR INFORMATION This financial report is designed to provide a general overview of the City's finances, for all of its citizens, taxpayers, customers, investors and creditors. Questions concerning any of the information provided in this report or requests for additional information should be addressed to the City of Chula Vista, Finance Department, 276 Fourth Avenue, Chula Vista, CA 919 1,0. 2021-03-02 Agenda Packet 23 Pale 192 of 484 BASIC FINANCIAL STATEMENTS 2021-03-02 Agenda Packet 25 Page 194 of 484 GOGOVERNMENT-WIDEAM FINANCIAL Cl Z!pTtxi-EMEiNTS 2021-03-02 Agenda Packet 27 Page 196 of 484 CITY OF C"U]LA VISTA STATEMENT OF NET POSITION' JUNE 30,2020 Primary Government Governmental Business-Type Activities Activities -Total ASSETS Current assets: Cash and investmcnts $ 265,3,07,6,69 '134,333,247 $ 399,640,916 Receivables: Accounts 4,653,524 7,3 2 0,9 3 3 11,974,457 Taxes 18,444,925 - 18,444,925 Accrued interest 214,138 214,138 Deferred loans 56,858,377 - 56,858,377 Due fi-orn other governments 10,,974,28,1 33,894 11,008,175 Due from Successor Agency of Chula Vista RDA 9,159,925 - 9,159,925 Prepaid costs 372,433 17,558 389,991 Total Current Assets 365,985,272 141,705,632 507,690,904 Non-current assets: Restrictcd assets: Cash and investments 833,836 833,836 Cash with fiscal agent 24,778,055 24,778,055 Internal balances 271,207 (271,207) - Capital assets not being depreciated 562,864,239 186,417,956 749,282,195 Capital assets,net of depreciation 64.3,3,40,226 13 1,304,758 774,64.4,984 Total Non-Current Assets 1,232,087,563 317,451,507 1,549,539,070 Total Assets 1,598,072,835 459,157,139 2,057,229,974 Deferred Outflows of Resources,: Def'erred charge on refunding 4,249,439 - 4,249,439 Deferred items related to pensions 48,715,501 2,230,388 50,945,889 Deferred iterns related to OP,EB 6,827,221 747,217 7,574,438 Total Deferred Outflows of Resources 59,792,161 2,977,605 62,769,766 IAABII,ITIES Current liabilities: Accounts payable 14,179,502 999,688 15,179,190 Accrued liabilities 4,650,220 416,447 5,066,667 Accrued interest 1,554,686 - 1,554,686 Retention payable 1,460,504 41,198 1,501,702 Unearned revenue 13',141 - 13,14.1 Compensated absences,due within one year 6,956,173 4.86,51 1 7,4.42,684 Claims payable,due within one year 4,000,000 - 4MOO'Ooo Developer deposits payable 1,484,478 - 1,484,478 Bonds and notes payable,due within one year 12,284,356 - 12,284,356 Capital leases,due within one year 965,765 - 965,765 Total current liabilities 47,548,825 1,943,844 49,492,669 Non-current liabilities: Compensated absences,due in more than one year 3,244 5:34 3519,275, 3,603,809 Clainis payable,due in more than one year 201,685,336 - 20,685,336 Total OPEB liability 22,605,023 2,473,991 25,079,014 Net pension liability 298,523,461. 36,422,259 334,945,720 Bonds and notes payable,due in inore than one year 158,078,966 - 1,58,0178,966 Capital leases,due in more than one year 4,223,174 - 4,223,174 Total non-curretit liabilities, 507,360,494 39,255,525 546,616,019 Total I.Aabilities 554,909,3119 41,1.99,369 596,1086M Deferred Inflows of Resources: Deferred items related to pensions 8,302,878 1,145,186 9,448,064 Total Deferred Inflows, of Resources 8,302,878 1j45,186 9,448,064 Net Position: Net investment in capital assets 1,048,711,594 317,722,714 1,366,434,30,8 Restricted for: Community development projects 31,373',1401 - 31,373,140 Public safety 6,856,324 - 6,856,324 Parks and recreation 1,820,289 - 1,820,,289 Capital pr oJects 141,033,965 - 141,033,965 Debt service 143,18,9 - 143,189 Library 140,525 - 140,525 Unrestricted (135,426,227) 102,067,475 (33,358,752) Total Net Position S 1,094,652,799 $ 419,790,489 $ 1,514,442,988 2021— 5—" '" sARM? `9 ft&&are a"integral part of this to tem 29 Page 198 of 484 CITY OF CHULA VISTA STATEMENT OF ACTIVITIES FORTHE FISCAL YEAR ENDED JUNE 30,2020 Program Revenues Operating Capital Total Cliarges for Contributions Contributions Program Expenses Services and Grants and Grants Revenues Functions/Programs, Primary Government: Governi-riental Activities: General government $ 33,033,582 1,194,045 977,472 155,857 S 2,327,374 Public safety 125,991,666 8,154103 15,284,038 14,835 23,452,876 COMMUnity development 11,768,626 46,290,223 309,753 1 1,048M 12 57fi47,988 Public works 69M 161,706 24i 140,150 31800 13,1 9t1,[130 37,3331980 Parks and recreation 161592,077 2M66,000 - - 2,1100,000 Library 1,107,068 653,790 81,391 1,040,309 1,775,490 Interest on long-term debt 6,027,344 - - - - Total Governmental Activities 263,537,069 821,498,211 16,656,454 25,449,043 124,603,708 Business-Type Activities: Sewer Fund 38,523,661 44,74.0,438 14,429 44,754, 67 Sewer Development Impact Fees 510,789 834,494 - 834,494 Developnient Services Fund 99.4,465 9,269,133 19,464 91288i597 CV Elite Athlete Train 1 ng :qtr 691,256 - - 1'ransit FUnd 13,923 Living(.oast Discovery("entei- 95,405 - Total Business-Type Activities 49, 79,499 54,,844,065 33,893 5,4,8�77,958 Total Primary Government 313,016,568 137,342,276 S 16,690,347 $ 25,449,043 $ 'I 791481,666 General Revenues: Taxes: Property taxes,levied for general purpose Transient Occupancy taxes Sales taxes Franchise taxes Business licenses taxes Utility users tax Residential Construction tax Property transfer tax Investment earnings Miscellaneous Gain on sale of capital asset Transfers Total General Revenues and Transfers Change in Net Position Net Position at Beginning olYear Restatement of Net Position. Net Position at Beginning of Year,as restated Net Position at End of Year 202 1 are an,integral part of this statement. 30 Page 199 of 484 Net(Expenses)Revenues and Changes in Net Position Primary Government Governmental Business-Type Activities Activities Total (30,706,2(18) (30,706,208) (102,538,,79�0) 161'2,538,790) 45,879 362 45,879,362 (31,682,726) (31,682,726) (14,526,077) _ (14,526,1177) 668,422 668,422 (6,(1'27,344) (6,027,344) (138,933,3'61) (138,933,361) - 6,231,20'6 6,231,211'6 - 323,705 323,705 - (355,868,) (355,868) - (691,256) (691,256) - (13,923) (13,923) - (95,405) (95,405) - 5,398,459 5,398,459 (1381933,3'61) 5,398,459 (133,534,90'2) 62,905,,,983 - 62,905,983 4,522,127 - 4,522,127 78,964,672 - 78,964,672 12fi19,252 - 121,619,252 1,531,921 - 1,531,921 4,064,893 - 4,064,893 11,111,352 - 11,111,352 1,398,348 - 1,398,348 14,1.1'62,136 5,450,627 19,5 12,763 13,897,,8,88 380,617 14,278,50'5 1,313 1,313 4,352,,954 (4,352,954) - 209,431,526 1,479,603 21 111911,129 70,498J65 6,878,062 77,376,227 1,025,387,169 412,912,127 1,438,299,296 (1,232,535) - (1,232,535) 1,024,154,634 412,912,127 1,437,066,761 1,094,652,799 S 419,790',189 1,514,442,988 2021- 5-" "2s RMd ftek&are an integral part of this statement. 31 Page 200 of 484 FUND FINANCIAL STATEMENTS 2021-03-02 Agenda Packet 33 Page 202 of 484 GOVERNMENTAL FUND FINANCIAL STATEMENTS 2021-03-02 Agenda Packet 35 Page 204 of 484 CITY OF CHLJI..,,.A VISTA BAI-,ANCE SHEET GOVERNMENTAL FUNDS JUNE 302020 Capital Special Revenue Funds Projects Fund Housing Development General Sundry Grants Successor Agency Impact Funds Assets: Cash and investments 80,201,961 4,654,492 $ 1(1,821,715 $ 58,269,185 Receivables: Accounts 4,054,802 - - Taxes 17,507,420 Accrued interest 143,328 - - - Deferred loans(net of allowance for uncollectibles) - 23,846,211 25,042,404 2,250,715 Due ft-orn other governments 1,851,077 5,391,155 - - Due frorn other funds 3,497,892 - - - Due from Successor Agency of Chula Vista RDA 91107,753 - 52,172 - Prepaid costs 182,846 675 147,363 - Restricted assets: Cash and investments - 26,132 807,704 - Cash and investments with Fiscal agents 15,365,506 - - - Total Assets 131,912,585 33,918,665 S 316,871,358 60,519,900 Liabilities,Deferred Inflows of Resources, and F and Balances(Deficit): Liabilities: Accounts payable $ 7,717,119 548,740 $ 393 347,625 Retentions payable 1,055,400 11,436 - 89,825 Accrued liabilities 4,233,502 360,376 - De osits Deposits payable - - Due to other funds 724,269 Unearned revenues - - - - Total Liabilities 13,006,021 1,644,821 393 437,450 Deferred Inflows of Resources: Unavailable revenues 6,382,387 23,727,881 24,510,758 2,645,,359 Total De ferred In[lows of Resources 6,382,387 23,727,881 24,510,758 2,645,359 Fund Balances(Deficit): Nonspendable: Prepaid costs 182.846 675 147,363 - L ue Due fi-01711 Successor Agency of Chula Vista RDA 9.1107,753 - - Restricted: "urn MUnity development projects - I,fi59,572 12,212,844 Public safety - 5,176,413 - Parks and recreation - 1,568,778 Public works - - - Capital projects - 57,437,091 Debt service - - - Library - 140,525 Committed: Debt service - - - - Econ mi.c Economic contingency 81353,512 - - - Catastrophic events contingency 21729,347 - - - Assigned: General government 248,633 - - - Public safety 31,192 - - - Parks and recreation 9,741 - - - Public works 24,124 - - - C 0111:rnuunity C01111nUnity development - - - - Capital projects 17,620,493 - - - Debt service - - - - Library - - - - Public liability 1,012,313 - - - Measure P Sales Tax 25,216,344 - - - Endownients - - - - City Jail 384,889 - - - Measure A Sales Tax 21,966,331 - - -Unassigned 25,636,659 - - Total fund.Balances(Deficit) 112,524,177 8,545,963 12,360,207 57,437,091 Total Liabilities,Deferred Inflows of Resources,and Fund Balances(Deficit) $ 131,912,585 331,918,665 S 36,871,358 60,519,900 2021-0:hy-1-"sA0m ' aarts are an integral part of this statement., 36 Page 205 of 484 CITY OF CHLJI..,,.A VISTA BAI..,,ANCE SHEET GOVERNMENTAL FUNDS JUNE 30,2020 Debt Service Funds Municipal Other Total Public Financing Financing Governmental Governmental Authority Authority Funds Funds Assets: Cash and investments $ 3,713 $ - $ 102,955,861 $ 256,906,927 Receivables: Accounts - - 539,707 4,594,50,9 Taxes - - 937,505 18,444,925 Accrued interest 41,352 - 29,458 214,138 Deferred loans(nct of allowance for Uncollectibles) - - 5,719,047 56,858,377 Due from other governments - - 3,731,864 10,974,096 Due from other funds - - - 3,497,892 Due fi-om Successor Agency of Chula Vista RDA - - - 91159,925 Prepaid costs - - 41,549 372,433 Restricted assets: Cash and investments - - - 833,836 Cash and investments with liscal agents 5,278,763 44 3,759,570 24,403,88,3 Total Assets 5,323,828 S 44 117,714,561 386,260,941 Liabilities,Deferred Inflows,of Resources, and 1�and Balances(Deficit): Liabilities: Accounts payable 1,840 $ - 5,174,406 13,790,123 Retentions payable - - 303,843 1,460,504 Accrued liabilities - - 26,856 4,620,734 Deposits payable - - 1,484,478 1,484,478, Due to other funds - 344 2,443,411 3,168,024 Unearned revenues - - 13,141 13,1141 Total Liabilities 1,840 344 9,446,135 24,537,00,4 Deferred Inflows of Resources: Unavailable revenues - - 5,810,,070 63,076,455 Total De(erred Inflows of Resources - - 5,810,,070 63,076,455 Fund Balances(Deficit): Nonspendable: Prepaid costs - - 41,549 372,433 Due fi-om,Successor Agency of Chula Vista RDA - - - 9,107,753 Restricted: Community development projects - - 17,500,724 31,373,140 Public safety - - 1 fi79,9 11 6,85�6,324 Parks and recreation - - 251,511 1,820,289 Public works - - - - Capital projects - - 83,596,874 141,033,965 Debt service - - 143,189 143,189 l-ibrary - - - 1.40,525 Conim,itted: Debt service 5,321,988 - - 51321,988 Economic contingency - - - 8,353,512 Catastrophic events contingency - - - 2,7291347 Assigned: General government, - - - 248,633 Public safety - - - 31,192 Parks and recreation - - - 9,741 Public works - - - 24,124 Community development - - - - Capital projects - - - 17,620,493 Debt service - - - - Library - - - - Public liability - - - 1,012,313 Measure P Sales Tax - - - 25,216,344 Endowments - - 122,922 122,922 City Jail - - - 384,889 Measure A Sales Tax - - 21,966,331 Unassigned - (300) (878,324) 24,758,035 Total l'und Balances(Deficit) 51,321,988 (300), 102,458,356 298,647,482 Total Liabilities,Deferred Inflows of Resources,and Fund Balances(Deficit) 5,323,828 S 44 $ If 7,714,5611 S 386,260,941 2 0 2 1—Nhy-'—"!N'�ft"Ptfgifts are an integral part of this statement. 37 Page 206 of 484 CITY OF CHULA VISTA RECONCILIATION OFTHE BALANCE SHEET OF GOVERNMENTAL FUNDS TO THE STATEI'4fI.ENT'OC F NET POSITION JUNE 30,2020 Fund balances of governmental funds 298,647,482 ArTIOUnts reported Im-governmental activities in the staterric-rit of net position are different becaLISC: ('apital assets net of depreciation have not been included as financial resources in governmental fund activity. 1,205,804,624 Deferred outflows related to pension items 48,563,0,32 I,ong-term debt and compensated abscrices that have riot been included,in the governmental fund activity: Bonds payable $ (149,435,000,) Section 108 Loan (5,418,00O01) Unarnortized bond pi-cmiunis/discounts (13,287,677) (,'apital]cases (5,18 8,939) Claims liability (24,685,336) Notes payable (2,222,645) Net pension liability (296,033,658) Total OPEB liability (22,414,659) Compensated absences (100,1149,0093) (528, 35,0007) Deferred outflows related to the reftinding of long-term debt. 4,249,43,9 Deferred outflows related.to OPEB items 6,769,732 Accrued interest payable for the current portion of interest due oil Bonds lias not been reported in the governmental funds. (1,554,686) Revenues reported as unavailable revenue M the governmental funds and recognized in the statenient,of activities.'"I"hese are included in the intergovernmental revenues in the governmental Fund activity. 63,076,455 Deferred inflows related to unrecognized actuarial gains,and losses for the net pension liability. (3,884,451) Deferred inflows related to pension items (4,340,142) Internal service funds are used by management to charge the costs of certain activities,Such as eqUipment management and self-insurance,,to individUal funds. I'he assets and liabilities of the internal service hands rilust be added to the statement of net position. 6,156,321 Net Position of Governmental Activities $ 1,094,652,799 2021- 5 0M2 s A R M?d'd ftek&are a"integral part of this statement. 39 Page 208 of 484 CITY OF CHULA VISTA STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED JUNE 30.)2020 Capital Special Revenue Funds Projects Fund Housing Development General Sundry Grants Successor Agency Impact Funds Revenues: Taxes $ 161.19971109 $ Licenses and permits, 1.1807,155 Intergoverninental 5,755,417 4J38,859 Charges for services 7,413,674 1,5 6 187 400088 Use of money and property 7J40'1335 137,271 555,335 2,372,141 Fines and forfeitures 1,M 1,9,931 - Contributions 2,894,189 909,843 Developer participation 1,342,678 - - 8142215438 Miscellaneous 1219011238 5131842 205,045 - Total Revenues 2024271,726 15,446,002 760,380 11 11941667 Expenditures: Current. General governinent 25,584,,724 395,390 - - Public safety 105,870,153 8,552,097 - - Coi,ni'nunity development 4,833,,633 3,791,468 511,194 911,526 Parks and recreation 10,690,362 - - - Public works 2016101534 - Library 3,537,102 43,3 11 Capital outlay _35,921,56 1,789,9441 2,577,928 Debt service: Principal retireinent 6,442,184 - 601915 Interest and fiscal charges 21)61811773 - 35,961 Total Expenditures 21,61109,033 1,415725206 51.1.11.90 3,586,330 Excess(Deficiency)of Revenues Over(Under)ExpenditUres 873,796 2491)1901 70814 337 Other Financing Sources(Uses): Transfers in 11,737,,890 130,234 - - Transfers out (5,274,643) (2,316,872) (5,193,875) Capital leases 1,02300 Total Other Financing Sources,(Uses) 71487,047 (21186,638) - (5,1931875) Net Change inbund Balances (6,350,260) (1,312,842) 249,190 2141.4,462 bundBalances-Beginning,as Originally Reported 11818741437 91949,984 125809,533 5514122,129 Restatements - (91,179) (698,516) - Fund.Balances-Beginning,as Restated, 1185874,437 9,858,805 121)111,017 551)022,629 Fund Balances(Deficit)-Ending S 1125524,177 S 8,545,963 S 12,360,207 $ 57,437,091 The notes to financial statements are an integral part of this statement. 2021-03-02 Agenda Packet 40 Page 209 of 484 CITY OF C1--IULA VISTA STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES GOVERNMENTAL FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,2020 Debt Service Funds Municipal Other Total Public Financing Financing Governmental Governmental Authority Authorit Funds Funds Revenues: Taxes $ $ $ 4,2181141 16612151250 Licenses and permits 27M81 11834,1236 Intergovernmental 17,942M95 271,8361371 Charges for services 18,236,130 271,6161079 Use of money and property 1(181834 (384) 37481604 1410621136 Fines and forfeitures 65011697 116701628 Contributions - 11 19841,032 Developer participation - 887,899 1011653,015 Miscellaneous - 3171252 21,288,413 161225,790 Total Revenues 108,834 3,16,868 47,9991060 278,0974537 Expenditures: Current. General government 7,840 4,000 2,005,95,2 279997,906 Public safety - - 96,,023 H 4,518,,273 Community development - - 846,827 10,894,,644 Parks;and recreation - - - 1011690,362 Public works - - '12,691,390 33,301,,924 Library - - - 3,580,,413 Capital Outlay - - 111241,812 5115311248 Debt service: Principal refixernent 300MOO 114751000 111.7211 4 12181 0>3 Interest and fiscal charges 311431)519 113061731 2431497 713481481 Total Expenditures 6,8111359 2,785,731 28,297,665 272,673,514 Excess(Deficiency)of Revenues Over(Under).Expendifures, (6,702,525) (2,4681863) 1917011395 514241123 tither Financing Sources(Uses): Transfers in 618O611 6 214671241 114771884 221619355 Transfers out - - (5,65181120) (1 8144315 1 0) Capital leases - 1 M231800 Total Other Financing Sources(Uses) 618061106 2,467,241 (4,180,236) 51199,645 Net Changeln Fund Balances 10315581 (1,622) t 515211 15 9 1.0162311668 Fund Balances-Beginning,as Originally Reported 512.181,407 11,322 8713801037 2891,256i349 Restatements - - (442,840) (1,232,535) bund Balances-Begiraiing,as Restated 51)2181)407 1.1,322 86,937,197 2881023,,814 Fund.Balances(Deficit)-Ending 5132.1,988 (300) 102,458,356 298,6471482 The notes to financial statements are an integral part of this statement. 2021-03-02 Agenda Packet 41 Pale 210 of 484 CITY OF ;'III..LA VISTA RECONCILIATION OF THE STATEMENT OF REVENUES,EXPENDITURES, AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS TO THE STATEMENT OF ACTIVITIES FOR THE FISCAL VEAR ENDED JUNE 30,2020 Net change in fund balances-total governmental funds S 10,623,668 Amounts reported for governmental activities in,the statement of activities are different because: Governmental funds reported capital outlay as expenditures,1-iowever,in the Government-Wide Statement of Activities and Changes in Net Position,the cost of those assets was allocated over their estimated useftil,lives as depreciation expense. 5515031811 Depreciation expense oil capital assets was reported in the Government-Wide Statement of Activities and Changes in Net Position,but they did not require the use of current financial resources.Therefore,depreciation expense was not reported as expenditures in tile Governmental Funds.This amount did not include the depreciation expense for Internal Service Funds in the amount of$192,096. (31,147,441 Repayment of long-tori-n liabilities was an expenditures in governmental funds,but the repayment reduced long-tcral liabilities in the Government-Wide Statement of Net Position. Principal payment of long-terns debt 12,810,263 Aniortization expenses were reported in the Government-Wide Statement of Activities and Changes in Net Position,but they did not require tile use of current financial resources.Therefore,amortization expenses were not reported as expenditures in the Governmental Funds. Bond premium 1,486,612 Def:�rred charge on refunding (324.009) Certain long-term liabilities were reported in the Government-Wide Statement of Activities and Changes in Net Position, but they did not require the use ol"current financial resources.Therefore,long-term liabilities were,not reported as expenditures in governmental funds,These arnounts represented the changes in long-term liabilities froill prior year, Changes in compensated absences (2,194,513) Changes in clairris payable (448,043) C,apital]cases entered into (1,023,800) Interest expense oil king-tenni debt was reported in the Government-Wide Statement of Activities and Changes in Net Position,but it did not require the Use Of Current financial resources.This arnOLInt represented the change in accrued interest froom prior year. 158,534 Revenues reported as unavailbale revenue in the governmental funds and recoglniized in the statement of activities. These are included in the intergovernmental revenues in the governmental fund activity. 41,107,532 Internal service funds were used by rnanagenient to charge the costs of certain activities,to individual funds.Tile net revenue of internal service funds was reported with governmental activities. 1,711 ,569 OPER obligation expenses reported in the statement of activities do not require the use Of Current financial resources and,therefore,are not reported as expenditures in governmental funds. (1,928,098) Pension obligation expenses reported in the statement of activities do not require the use of current financial resources and,there ore,are not reported as expenditures in governmental funds. (115,834,920) Change in Net Position of Governmental Activities $ 70,498,165 2021-05M2 s A R M?d'd ftek&are a"integral part of this staternent. 42 Page 211 of 484 PROPRIETARY FUND FINANCIAL STATEMENTS 2021-03-02 Agenda Packet 43 Page 212 of 484 CITY OF CHUl..,A VISTA STATEMENT OF NET POSITION PROPRIETARY FUNDS JUNE 30,2020 Governmental Business-Type Activities-Enterprise Funds Activities Sewer Other Development Development CV Elite Athlete Enterprise tnternal Sewer Fund Impact Dees Services Fund Training Ctr Funds Totals Service Funds Assets: Cun-ent Assets: Cash and investments $ 128,822X4 4,142,584 $ 11,157,762 $ 210,877 134,333,247 S 8,400,742 (.,'.ash with fiscal agent - - - - - 374,172 ACCOLIJAS i-eceivable 7,240,710 6,793 73,430 7,320933 59,015 DUe from othei-goveniments 14,429 19,465 - 33,894 185 Prepaid costs 17,558 - - - - 17,558 - Total,Current Assets 136,094,721 4,142,584 1,184,020 73,430 210,877 141,705,632 8,834,114 Noncunerl Assets: Advances to other'Funds 18,098,265 - - - - 18,098,265 - Capital assets: I,and - - - 180,677,144 - 180,677,144 - Construction in pi-ogress 5,735,587 5,225 - - - 5,740,812 - Buildings and stractmes - - - 17,027,588 - 17,027,588 - Machiner-y and equipment 7,,168,523 - 185,581 42,304 7,396,408 7,767,663 1drash-LICtIffe, 248,362,686 121,387 - - 248,484,073 - I...,ess accumulated depr-eciation 140,18 1,41.98) (15,194) (44,295) (11,350,288) (12,036) (141,603,3111 (7,367,822) Total N011CUrrent Assets 139,183,563 111,418 141,286 196,354,444 30,268 335,81 20,979 399,841 Total Assets 275,278,284 4,254,002 1,325,306 196,427,874 241,145 477,526,611 9,233,955 Deferred Outflows ot'Resources: Pension deferrals 805,902 - 1,424,486 - - 2,230,399 152,469 Other post-employnient lienefit defermls 3,37,668 409,549 747,217 57,489 Total Deferred Outflovvs of Resources 1,143,570 1,834,035 - - 2,977,605 209,958 Liabilities: Curi-ent Liabilities: Accounts payable 715,94.8 3,622 189,852 82,220 8,046 999,688 389,379 Accrued liabilities 189,817 - 226,630 - - 416,447 29,41.86 Compensated absences 222,511 26,4,000 - 4S6,511 30,585 Retention payable 4.1,198 - - - 41,198 - Due to other runds - - 329,868 - 329,868 - Total Current L.iabilities 1,169,,474 3,622 6811,482 412,088 8,046 2,273,712 449,450 Noncurrent Liabilities: Accrued conipensated absences 40,455 - 318,820 - - 359,275 21,029 Advances fi-om other funds - 18,098,265 - - - 18,098,,265 - Net persion liability 13,160386 - 23,,261,873 - - 36,422,259 2,489,803 Total othez,post-employnient benefits liability 1,117,997 - 1,355,994 - - 2,473,991 190,364 Total Noncurrent Liabilities 14,3,18,838 18,098,265 24,936,687 - - 57,353,790 2,701,196 Total Liabilities, 15,488,312 18,101,887 25,617,169 412,0,88 8,046 59,627,502, 3,150,646 Deferred Inflow's of'Resources: Pension deferrals 4.13,788 - 731,398 - - 1,145,186 78,285 Total Deferred Inflows ot'Resources 413,788 - 731,398 - - 1,145,186 78,285 Net Position: Investment in capital assets 121,085,29,8 111,418 141,286 196,354,444 30,268 317,722,714 399,841 Unrestricted 139,434,456 (13,959,303) (23,330,512). (338,6581) 202,831 102,008,814 5,815,141 Total Net Position $ 260,519,754 $ (13,847,885) $ (23,1822226) $ 196,015,786 $ 233,099 419,731,528 $ 6,214,982 Adjustn:iem to report the eurnulative internal balance far the net of of the activity betwecii the internal service ftinds and the enterprise ffinds over time. 58,661 Net Position of Business-Type Activities 419,790,189 The notes to financial statements are an integral part of this,statement. 44 2021-03-02 Agenda Packet rage 213 of 484 CITY OF CtiU[..,A VISTA STATEMENT OF REVENUES,EXPENSES AND CHANGES IN FUND NETPOSITION PROPRIETARY FUNDS FOR FISCAL YEAR ENDED:JUNE 301,201201 Governmental Business-Type Activities-Enterprise Funds Activities Sewer Other Development Development CV Elite Athlete Enterprise Internal SewerFund Impact Fees Services Fund Training Ctr Funds Totals Service Funds Operating Revenues: Sales and service charges $ 44,740,438 $ 834,494 $ 9,269,133 $ $ S 54,844,065 S Interdepartniental charges - - - - 8,083,609 Other 178,944 - 46,835 141,233 13,605 380,617 33,907 Total Operating Revenues 44,919,38,2 834,494 9,315,968 141,233 13,605 55,224,682 I3',117,516 Operating Expenses: Administration and gejie,r'al 30A66,410 57,435 9,617,623 354,109 100,640 40,596,217 6,23151986 sowee of Supply 1,738,534 - - - - 1,738,534 - Depreciation expense 6,476,,876 3,042 26,842 337,147 8013 6,852,595 92,096 Total Operating Expenses 38,681,820 60,477 9,644,465 69 1,2 56 109,328 49,187,346 6.,428,082 Operating Income(1...,oss) 6,237,562 774,017 (328,497) (550,023) (95,723) 6,037,336 1,689,434 Nonoperating Revenues(Expenses): I ntet-goveniniental 14,429 - 19,464 - 33,893 185 Interest 1'evellue 5,35,156 177,592 34,516 (4,763) 8,126 5,450,627 - Interest expense (450,312) - - - (450,312) Gain on disposal of capital assets 1,313 - 1,313 - Total Nonoperating Revenues(Expenses) 5,249,,585 (272,720) 53,980 (3,450) 8,126 5,035,521 185 Income(Loss)130`61-cTranst'us, 11,487,147 501,297 (274,517) (5,53,,473) (87,597) 11,072,857 1,689,619 Transters in - - 537,043 113,,710 95,405 746,158 218,942 Transters�out (3,148,83,7) - (1,923,648) (26,627) - (5,099,112) (41,833) Changes in Net Position 8,338,310 501,297 (1,661,122) (46,6,,390) 7,808 6,719,903 1,866,728 Not Position-Beginning 252,181,444 14,3 4-9,18 2) (21,528,104) 196,482,176 225,291 4,348,254 Net Position-Ending 260,519,754 S (13,847,8 5) 5 (23,1 9,226) 196,0115,,786 S 233,099 5 61,,214,982 AdJUStMellt fior the net effect of the current year activity 1.)etween the internal service ftinds and the enterprise funds 158,159 Changes in Net Position of Business-Type Activities $ 6,878,062 The notes to financial statements are an integral part of this,statement. 45 2021-03-02 Agenda Packet rage 214 of 484 CITY OF Ct-IUI..,A VISTA STATEMENTOF CASH FLOWS PROPRIETARY FUNDS FISCAL YEAR ENDED JUNE 301,2020 Business-Type Activities-Enterprise Funds Governmental Sewer CV Elite Other Activities- Development Development Athlete Training Enterprise Internal Sewer Fund impact Fees Services Fund Ctr Funds Totals Service Funds Cash Flows from Operating Activities: Cash received froni customers and users 44,274,537 $ 834,494 $ 9,290,013 $ 67,803 $ 13,605 S 54,480,452 S - Cash received froni interfund service provided - - - - - - 8,06 1,40101 Cash paid to Suppliers fior goods and services (1,369,294) (53,813) (57,628,) (19,427) (109,327) (1,6019,489) (3,3 2 7,1 17), Cash paid to employees l'br services (30,466,774) - (S,199,405) (354,109) (5,235) (39,025,523) (3,032,990), Net('ash Provided(Used)by Operating Activities 12,4381469 780,681 1,03,2,980 (305,733) (100,957) 13,,E 45,440 1,7011,293 Cash Flows from Non-Capital Financing Activities: Cash transfers out (3,148,837) (1,923,648) (26,627) - (5,09911 12,) (41,833) Cash transfers in - 537,043 113,710 95,405 746,158 218,942 Cash received 1rom short-lerrn 61terflund borrowing 509,687 - 222,100 - 731,787 - Repaynient on short-term interfund borrowing - (509,687) (46,944) - - (556,631) (471,764) Interest paid to other funds - (450,312) - (4,763) - (455,075) - Grant subsidies 14,429 19,464 - 33,893 185 Net Cash Provided(Used)by Non-Capital Financing Activities (2,624,721) (959,999) (1,414,085) 304,420 95,405 (4,5918,80) (294,470) Cash Flows from Capital and Related Financing Activities: Acquisition and construction ofcapital assets (2,384,133) (3,858) (93,973) - (13,605) (2,485.569) (227,0 16) Proceeds firorn sales ofcapital assets 1,:31:3 1,313 - Net Cash Provided(Used)by Capital and Related Financing Activities (2,384,133), (3,858), (83,97-3) 1,313 (13,605), (2,484,256) (227,0116) Cash Flows from I nvesting Activities: Interest received 5,235,156, 177,592 34,516 - 8,126 5,455,390 Net Cash Provided by Investing Activities 5,235,156 177,592 34,516 - 8,126 5,455,390 Net Increase(Decrease),in Cash and Cash Equivalents 12,664,771 (5,584) (43,0,562) - (11,031) 12,,217,594 1,179,807 Cash and Cash Equivalents at Beginning of Year l 16J57,253 4,148,168 1,588324 - 221.908 12'2',11 l 5.653 7,595,107 Cash and Cash Equivalents at End of Wear $ 128,822,024 4,142,514 S 1,157:762 S - $ 2101,77 $ 134,333,247 $ 8,774,914 Reconciliation of Operating Income to Net Cash Provided(Used)by Operating Activities: Operating income(loss) $ 6,237,562 $ 774,017 $ (3213,497) $ (550,023) $ (95,723) $ 6,0377336 'S 1,689,434 Adjustments to Reconcile Operating Income(Loss) Net Cash Provided(t.,Jsed)by Operating Activities: Depreciation 6,476,876 3,042 26,842 337,147 8,688 6,852,595 19,2,096 (Increase)decrease in accounts receivable 402,3041 - (25,955) (73,430) - 302,915 (56,116) (Increase)decrease in prepaid costs (17,x58) - (17.558) - (Increase)decrease in deferred outflows frorn pensions 740,270 1,140,664 1,880,934 158,140 (Increase)decrease in deferred outflows frorn 0PEB (312,000) - (378,860) - (690,860) (53,026) Increase(decrease)in accounts payable 396,620 3,622 (57,628) (19,427) (111814) 3,11,373 39,278 Increase(decrease)in retentions payable (9,822) - - (2,108) (11,930) - Increase(decrease)inaccrued liabilities 36,156 - 46,372 - 82,528 (2,302) Increase(decrease)in unearned revenue (1,047,145) - - - - (1,047,145) - Increase(decrease)in compensated absences 45,066, - 145,489 - - 190,555 11,363 Increase(decrease)in net pension liability (595,353) - 440,646 - - (154,707) (275,346) Increase(decrease)in total OPEB liability 392,993 - 48,9,143 - - 882,136 64,278 Increase(decrease)in deferred inflows froin pensions (307,496) - (465,236) - - (772,732) (,66,706) Total Adjustments 6,200,9017 6,664 1,361,477 244,290 (5,234) 7,8118,104 11,859 Net Cash Provided(Used')by Operating Activities S 12,438,469 S 780,681 $ 11,032,980 111 !L105,7.3.3 $ (1(1(1,'957) 13,,8�45,440 $ 1,70 1,29,3 The notes to financial statements are all integral part oftbis statement. 46 2021-03-02 Agenda Packet rage 215 of 484 CITY OF CHULA VISTA STATEMENT'OF FIDUCIARY NET POSITION FIDUCIARY FUNDS JUNE 309 2020 Private-Purpose Trust Fund Successor Agency of the Agency Former Chula Funds Vista RDA Assets.- Cash and investments $ 11,338,266 $ 4,0 191941 Receivables: Accounts - 3,572 Taxes 41,254 - Notes and loans - 1211,769 Accrued interest 1,431 - Restricted assets: Cash and,investments 1216241758 - Cash and investments with-fiscal agents, 33,282,158 52 Capital assets: Capital assets,not being depreciated 5)600,080 Capital assets,net of accumulated depreciation - 8931,580 Total Assets, 57,2871867 10,638,994 Deferred Outflows,of Resources: Deferred,charge on refunding 1,335,742 Total Deferred Outflows of Resources 1,3351742 Liabilities: Accounts payable 833,421 28,226 Accrued liabilities - 1,328 Accrued interest - 25"x,72.1. Deposits payable 11,7961088 - Due to other governinents, - 55,141. Due to the City of Chula Vista - 9,159,925 .Due to external parties/other agencies 44,6421765 - Unearned revenues 15,593 121,769 Long-term liabilities: Bonds payable-due in one year - 1,771,000 Bonds payable-due in more than one year - 26,520,1239 Total Liabilities 57,2871867 37,9169349 Net Position: .Held in trust t-or other purposes (25,941.1613) Total Net Position $ (25,9411613) Thenotes to financial statements are an integral part of this statement. 2021-03-02 Agenda Packet 47 Pae 216 of 484 CITY OF CHULA VISTA STATEMENT OF CHANGES IN FIDUCIARY NET POSITION FIDUCIARY FUNDS FOR THE FISCAL YEAR ENDED JUNE 309 2020 Private-Purpose Trust Fund Successor Agency of the Former Chula Vista RDA Additions: Taxes 31548,780 Interest and change in fair value of investments 160,778 Total Additions 3JO9,558 Deductions: AcIrninistrative expenses 215,294 Contractual services 212,837 Interest expense 9181443 Depreciation expense 47i724 Total Deductions 1,1394,298 Changes in Net Position 2,31.5,2 0 Net Position-Beginning (28,256,873) Net Position-Ending (2541,613) The notes to financial statements are an integral.part of this statement. 2021-03-02 Agenda Packet 48 Pale 217 of 484 CITY OF CHULA VISTA NO�TES,TOBASIC FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 3012020 NOTE DESCRIPTION PAGE I Reporting Entity and Summary of Significant Accounting Policies ................................................51. 2 Cash.and 1n.vestrnents .......................................................................................................................64 3 Receivables .............................................................................................................................................69 4 fnterfund Balances, and Transactions ................................................................................................75 5 Capital Assets ....-.......................................................................................-.....................................78 6 :Longi- erne Debt ...............................................................................................................................79 7 Un earn ed/D eferred Revenue ......................................................................-.....................................96 8 Compensated Absences ....................................................................................................................96 9 Other Required Fund Disclosures ...............-....................-..............................................................97 10 Self-insurance Accrued t-Jabilit ies .......................................................................................................98 11 Pension Plans ...,.....................-.................................................................-.....................................99 12 Post Retirement Health Benefits ..............................................................................................................1 7 13 Commitments and Contingencies .............-....................-............................................................110 14 Classification of Fund, Balances ......................................................................................................112 15 Prior Period Adjustments ..............................................................................................................112 16 Subsequent Events.........................................................................................................................113 2021-03-02 Agenda Packet 49 Pale 218 of 484 CITY OF CHULA VISTA NOTES,To BASIC FINANCIAL STATEMENTS YEAR ENDED JUNE 30,2020 Note I—Reportling Entity and Summary of Slignifficant Accounting Polticties The basic -financial, statements of the City of Chula Vista, California the "City") have been prepared in conformity with generally accepted accounting principles of the United States of America("U.S. GA.A.P") as applied to governmental,. agencies. The Governmental Accounting Standards Board ("GASB") is the accepted.standard.setting body for establishing governmental accounting and-financial reporting principles. The more significant of the City's,accounting policies are described below. A.. Reporting Entity The City, incorporated in 1911, was recognized as a city in the State of California by election in 1949. The City operates under an elected Council and appointed City Manager form of government and provides the fol.l.owing services as authorized by its charter: public safety, cominumly services, engineering services, planning services, public works, general administrative services and capital improvements., The financial reporting entity consists of the primary government, the City, and its component units. Component units are legally separate entities for which the elected officials of the primary government are financially accountable. In addition, component units can be other organizations for which the primary government is accountable, and their exclusion would cause the reporting entity's financial statements to be misleading or incomplete. Blended component units, although legally separate entities, are, in substance part of the primary government's operation and so data from these units are combined with data of the primary government. Discretely presented component units, on the other hand, are reported in a separate column in the combined financial statements to emphasize that they are Iegalty separate from the primary government. The City Council acts as the governing body and is able to impose its will on the following organizations, establishing financial, accountability and operational responsibility. As a result, these organi.zatiori.s are considered component units of the City and. are included. withinthe financial statements of the City using the blended method. All component units, have a, June 30 year-end., T.e City has no discretely presented component units. The Chula Vhyta Industrial DeveloPment Author the "Deelopment Auth The Development Authority was formed in February 1982 for the purpose of promoting and developing commercial, industrial and manufacturing enterprises and encouraging employment. The governing body of the Development Authority i.s, cornprised of the ni.ei-nbers of the CityCouncil. The Development Authority's financial data and transactions are included within the capital projects fund type. The City does not produce separate financial statements for the Development Authority. .The Chula Vi.�ta.,Publie.Financing uthrithe "P'iiblic.,Finan,c,in,gAuthori The Public Financing Authority was established by resolution, pursuant to the City Charter and Constitution of the State of California, as a public body, to serve the public purposes of the City. The resolution was adopted on April 4, 1995. The Public Financing Authority was established by a joint. exercise of powers agreement between the City and the Redevelopment Agency. The 2021-03-02 Agenda Packet 51 Page 220 of 484 CITY OF CHL LA VISTA NOTES To ASS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) ,A. Reporting EntityContinued) The Chula Vista.,Ptiblic.Fbiancitig uthority(the "..Public Finaiici,ngAzithority"') ntinuedl governing body of the Public Financing Authority is comprised of the consenting members of the City Council. The Public Financing Authority is authorized to borrow money for the purpose of financing the acquisition of bonds, notes, and other obligations of, or for the purpose of making loans to the City and/or to refinance outstanding obligations of the City. the Chula Vista Municival- inancing Authority Lthe Wunicipavf inancing Aulhorily_,2 The, Municipal Financi.ng Authority vas established by resolution.,pursuant to the City Charter and Constitution of the State of California, as, a public body, to serve the public purposes, of the City. The resolution was adopted on June 11,2013., The Municipal Financing Authority was established by a joint exercise of powers agreement between the City and the Housing Authority. The governing body of the Municipal Financing Authority is comprised of the consenting members of 'the City Council- The Municipal Financing Authonly is authorized, to borrow money or the purpose of financing the acquisition of bonds,notes, and other obligations of, or for the purpose of making loans to the City and/or to refinance outstanding obligations of the City. The Chula Vista Housing,,,Ayth,ority e "Housing uthori The Housing Authority was created by the City of Chula Vista City Council ("City Council") in March 1993, to centrally coordinate and administer the City's programs, for promoting balanced housing for families of all. income levels. It was established pursuant tote State of California Health and Safety Code, Section 34200. It is empowered to develop, finance and own low-income housing within the territorial limits of the City of Chula Vista. It uses a variety of local, state, and federal funding sources to administer and finance these programs. It is, also the financing vehicle for the issuance of bonds for housing programs and services. The Housing Autho'rity's financial data and transactions are included within the special revenue fund type. Separate financial statements, are available at the City. Fiduciary component units are legally separate entities for which the City has,a financial accountability for due to the City Council appointing the majority of the members of the component units,' respective Boards of Directors, and thereby being able to significantly influence and impose the City's will on the component units" activities. The assets of these component units are not held in a trust but are held for the benefit of organizations and other governments that are not part of the City-- additionally, the assets of these component units are not derived form the City's provision of goods, or services to them. The following entities,are considered to be fiduciary component units and are reported as Agency Funds: Th re Chula Vista Bayk W.Facilities FinancingA,y,th,err on,tv th,e "BaJL t.Finacs ingjuthori The Bayfront Financing Authority was, created as a joint powers agreement between the City of Chula Vista, the County of San Diego, and the San Diego Unified Port I istrict for the purpose of issuing tax exempt debt obligations to finance development of the Chula Vista Bayfront Master Plan area. The Bayfront Financing Authority does not issue separate financial statements. 2021-03-02 Agenda Packet 52 Page 221 of 484 CITY OF CHL LA VISTA NOTES To ASS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) The Bq,ykont Project Special Tax Fina, ging District the "Ba'Ekont.Distri TheBayfront Districtwas created as a joint powers agreement between.the City of Chula Vista and. the San.Diego Unified.Port District-,for the purpose of financing the acquisition or construction of certain public and private improvement and funding of certain services within the Chula Vista Bayfront Master Plan area. The Bayfront District does not issue separate financial statements. B. Basis of Accounting and HeasurementFocus The accounts of the City are organized on the basis of funds, each of which is considered a separate accounting entity. The operations of each fund are accounted for by providing a separate set of setf-balancing accounts that comprise its assets., liabilities, -fund equity', revenues and expenditures, or expenses, as appropriate. Fund accounting segregates funds according to their intended purpose and is used to aid management in demonstrating compliance with finance-related legal and contractual provisions. The minimum number of funds is maintained in accordance with legal and managerial requirements. Governinent- Wide-Financial Statements The City's Government-Wide Financial Statements include a Staternent of Net Position.. and a Statement of Activities. These statements present summaries of governmental and, business-type -11 activities for the City accompanied I by a total column. Fiduciary activities of the City are not included in these statements. These financial. staternents are presented on. an. "economic resources'' measurement focus and the accrual basis of accounting.Accordingly,all the City's assets and deferred.outflows as well as liabilities and deferred inflows, with the difference reported as net position are presented in the accompanying Statement of Net Position. Also presented in this statement are capital assets including infrastructure assets as well as long-term liabilities. Statement of Activities presents changes in Net Position. Under the accrual basis, of accounting, revenues are recognized in the period in which they are earned while expenses are recognized in the period in which the liability is incurred. Certain types of transactions are reported,as program revenues,for the City in three categories: Charges, for services Operating grants and contributions Capital grants and contributions Governmental Fund Financial Statements Governmental Fund Financial Statements include a Balance Sheet and a Statement of Revenues, Expenditures and Changes in. Fund Balances for al.l. major governmental, funds and aggregate non-ma or governmental funds. An, accompanying schedul,e is presented to reconcile and. explain the differences in total fund balance as presented in these statements to the Net Position presented in the Government-Wide Financial Statements. The City has presented all major funds that met the applicable criteria. 2021-03-02 Agenda Packet 53 Page 222 of 484 CITY OF CHL LA VISTA NOTES To ASS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) B. Basis,of Accounting and Measurement Focus (Continued) All governmental funds are accounted for on a spending or "current financial resources" measurement focus and the modified accrual basis of accounting. Accordingly, only current assets and current liabilities are included on the Balance Sheet. The Statement of Revenues, Expenditures and Changes in Fund Balances presents increases (revenues and other financing sources) and decreases (expenditures and other financing uses) to fund balances. Under the modified accrual basis of accounting, revenues are, recognized in the accounting period in which they become both measurable and available to finance expenditures of the current period. Gone rnmentatFund.Financial Statements ntinued) Revenues become available when received in cash, except for revenue which is subject to accrual and are recognized when due by the City. Generally, 60 days after year-end for primary revenue sources (i.e. property tax, sales tax", intergovernmental revenues and other taxes). Revenue recognition for All grants is up to one year. Expenattures, are recorded in the accounting period in which the related fund liability is incurred. Unavailable revenues arise whenpotential revenues do not meet both the"measurable"and"available" criteria for recognition in the current period. Unearned revenues arise when the government receives cash before it has a legal claim to them,as when grant monies are received prior to incurring qualifying expenditures. In subsequent periods, when both revenue recognition criteria are net or when the government has, a legal claim to the resources, unavailable and unearned revenue is removed from the Balance Sheet and recognized as revenue. The Reconciliation of the Fund Financial Statements to the Government-Wide Financial Statements is provided to explain the differences created by the integrated approach of GASB Statement No, 34. The City reports the following major Governmental Funds: General Fund—This is the primary operating fund,of the City. It is used to account for all revenues and expenditures that are not required to be accounted for in another fund. SunGrants Special Revenue and—This fund consists of miscellaneous grants/revenues such as: Supplemental law enforcement services, CRAG, California Library Services Act,asset seizure, local. law enforcement block grants, California Recreation. grants, Public Safety grants, ARRA grants,waste management and recycling,energy conservation, emergency shelter program, HOME program, CDB,G program income project, and Community Development Block grants. Housing Successor Agency Special revenue Fund' — This fund was, established pursuant to Health. and, Safety Code Section. 34176(b)(2) and is used to -fund, Low- and 'Moderate-Income Housing and related expenditures through the collection of property taxes.The Low-and Moderate- Income Housing Successor Fund was created due to the dissolution of the Chula Vista, RDA. In accordance with Health and Safety Code Section 34176(b)(2), on February 1, 2013, all rights, powers, assets, liabilities, duties and obligations of the Low-and Moderate-Income Housing Fund were transferred to the Low- and Moderate-Income Housing Successor Agency special revenue fund. 2021-03-02 Agenda Packet 54 Pae 223 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entlity and Summary of Signifficant Accounting Policies (Continued) B. Basis of Accounting and Measurement Focus,(Continued) .f Development Impact Capital Projects and—This fund was established as a depository of various development impact fees. The fees are levied against all new development in the City in order to pay for the construction or improvement of public facilities as a result of City growth. Governmental Fund Financial Statements ntinued� Public Financing Authori .Debt Ser vice Fund— This fund is used to account for financing the acquisition of bonds, notes,and other obligations of, or for the purpose of making loans to the City and/or to refinance outstanding obligations of the City. Municipal Financing A uthority Debt 'el-vice Fund—This fund is used to account for the financing or refinancing activities, for the acquisition, construction, and improvement of public capital improvements. Proprietaa F.1 und P 7 inancial Statements Proprietary Fund Financial. Statements include a Statement of Net Position, a Statement of Revenues, Expenses and Changes in.Fund Net Position,and a Statement of Cash.Flows for each.major Proprietary Fund and aggregate non-major proprietary funds. A separate co'lumn representing internal service funds is also presented in these statements. However, internal service balances and activities have been combined with the governmental activities in the Government-Wide Financial Statements., The City's internal service funds include three individual funds which provide services, directly to other City funds. These areas of service include Fleet and Vehicle Maintenance, Information Technology Replacement, and Workers Compensation. Proprietary funds are accounted for using the "economic resources"measurement focus and the accrual basis of accounting. Accordingly, all assets and liabilities (whether current or noncurrent) are included on the Statement of Net Position. The Statement of Revenues, Expenses and Changes in Fund Net Position presents increases (revenues) and decreases (expenses) in total Net Position. Under the accrual. basis of accounting, revenues are recognized in the period in. which. they are earned while expenses are recognized in the period in which the liability is incurred. In these funds,receivables have been recorded as revenue and provisions have been made for uncollectible amounts. Operating revenues in the proprietary funds are those revenues that are generated from the primary operations of the fund. All other revenues are reported as, non-�operating revenues. Operating expenses are those expenses that are essential to the primary operations of the fund. All other expenses are reported as non-operating expenses. 2021-03-02 Agenda Packet 55 Page 224 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) B. Basis,ofAccounting and Measurement Focus (Continued) I I— Pro prie,taa�_ undFinancial inancial Statemen,t,5ntinued� The City reports the following major proprietary funds: Sewer Enterprise Fund—This fund consists of several sub-funds that are used to account for sewer activities: The Sewer Income Fund is a depository-for all monies,collected to cover the cost of connecting properties to the City's public sewer system. All monies received may be used only for the acquisition,construction,reconstruction,maintenance, and operation of sanitation or sewerage facilities. The Trunk Sewer Capital Reserve and is used to account for sewerage facility participation fee received from owner or person making application for a permit to develop or modify use of any residential, commercial, industrial, or other property, which increases the volume of flow into the City sewer system.All monies received shall be used for the enlargement of sewer facilifies, of the City to enhance efficizn,cy of utilization and/or adequacy of capacity and for planning and/or evaluating any future proposals for area wide sewage treatment and/or water reclamation systems or facilities. The Sewer Service Revenue Fund is a depository for all monies collected from the monthly sewer service charge. Monies in this fund may be used for construction, maintenance, or operation of sewer. The Sewer.FacililReplacemen I.Fund is a depository for a portion of the revenue derived from y the monthly sewer service charge. Monies in this fund shall be used solely for the purpose of refurbishment and/or replacement of sewerage -facilities including related evaluation, engineering and utility modification costs. Sewer Develol)lnent Impact Fees Fund— This fund is a depository for sewer development impact fees (DIFs'. Development Services Fund— This fund is a depository for a portion of developer fees and other development related activities. Chula Vista Elite Athlete Training Center (CVEA TQ Fund—This fund is used to account for the CVEATC's activities in partnership with the CVEATC operator Elite Athlete Services (EAS). .Fiduciary Fina T inancial Statements Fiduciary fund financial statements include a Statement of Net Position and a Statement of Changes in Fiduciary N'et Position. The City's fiduciary -funds represent agency funds and private purpose trust funds. 2021-03-02 Agenda Packet 56 Pale 225 of 484 CITY OF CHL LA VISTA NOTES To ASS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) B. Basis ofAccounting and Measurement Focus (Continued) 1 7-1- ,Fidci uary Fund manel Slateme,nts... ntinuedl Fiduciary fund types are accounted for according to the nature of the fund. The City's agency funds are purely custodial in nature (assets equal liabilities) and thus do not involve measurement of results of operations and therefore do not report a net position. These funds are used to account for money and property held by the City as trustee or custodian. They are also used to account for various assessment districts for which the City acts, as an agent for debt service activities. The City's private purpose trust fund is a fiduciary fund type used by the City to report assets, liabilities and activities of the Successor Agency to the Chula Vista Redevelopment Agency. Its results of operations are presented on the Statement of Changes of Fiduciary Net Position. It follows the economic resources basis of accounting similar to proprietary funds. The Successor Agency was created by the City of Chula Vista City Council (City Council) in August 2012. It was established pursuant to Assembly Bill x 1 26. Its purpose is to expeditiously wind down the affairs of the dissolved RDA. The governing body of the Successor Agency is comprised of the members of the Oversight Board selected by the County of San Diego, City of Chula Vista, school, and special districts. The Successor-Agency has been, included in the accompanying basic -financial. statements as a private purpose trust fund. C Encumbrances Formal budgetamm ry integration is eployed as a management control device. Encumbrance accounting, under which purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to reserve that portion of the applicable appropriation, is employed as an extension of fori-nal. budgetary integration. Encumbrances outstanding at year-end do not constitute U.S. GAAP basis expenditures or liabilities because the commitments will be honored during the subsequent year. Therefore,the City has assigned a portion of its,fund balance for future encumbrances. D�. Cash, Cash Equivalents and Investments The City pools, its available cash for investment purposes. The City considers pooled cash and investment amounts., with original.maturities of three months or less, to be cash equivalents. Highly liquid market investments, with maturities of one year or less at time of purchase are stated at amortized cost. All other investments are stated at fair value. Market value is used as fair value for those securities for which market quotations are readily available. The City reported its investments at fair value and the unrealized gain on investments amounted to $10,750,423 for the fiscal year ended June 30, 202 0,. The statement of cash flows requires presentation of"cash and cash equivalents". For the purposes of the statement of cash flows., the City considers all proprietary -fund pooled cash and, investments as "cash,and cashequivalents", as, such.-funds are available to the various -funds, as needed. 2021-03-02 Agenda Packet 57 Page 226 of 484 CITY OF CHULA VISTA NOTES TCS ASS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) D'. Cash, Cash Equivalents and Investments (Continued) Certain disclosure requirements,if applicable,for Deposits and Investment Risks in the following areas: Interest Rate Risk Credit Risk • Overall • Custodial Credit Risk • Concentration.of Credit Risk Foreign Currency Risk In. addition,., other di.scl..osures are specified including use of certain methods to present deposits and, investments,highly sensitive investments, credit quality at year-end and other disclosures. E Inventories and Prepaid items Inventories are valued on an average-cost basis which are ad usted to annual physical counts or i estimates under the consumption method of accounting and are recorded in the internal service fund. P Prepaid ite,mm � s are sterns the City has paid in. advance and will. receive future benefit trom.. They are recorded under the consumption method, in the General Fund, Sundry Grants Special Revenue Fund, Public Financing Authority, Sewer Fund and Development Service Fund., F. Restricted Assets Fiscal agents acting on behalf of the City hold investment funds arising from the proceeds of long-term debt issuances. The funds may be used for specific capital outlays or for the payment of certain bonds, certificate of participation or tax allocation bonds and have been invested only as -911 permitted by specific State statutes or applicame City ordinance, resolution or bond indenture. In addition, the City restricts cash deposits from developers that are refundable. G. Inter inn d Transactions .Activity between. funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal. year are referred to as either "due to/from, other funds" or "advances tel free other funds" ('i.e., the current portion of interfund loans). Any residual balances outstanding between the governmental activities and business-type activities are reported in the Governmental-Wide Financial Statements as "internal balances." H. Capital Assets Capital assets are valued, at historical cost or estimated, historical cost if actual. historical cost was not available. Donated capital assets are valued at their acquisition value onthe date donated. City,policy has set the capitalization threshold for reporting capital assets at $10,000 for equipment and $50,000 for infrastructure. Depreciation is recorded,on a straight-line basis, over estimated useful lives of the assets as follows.- 2021-03-02 Agenda Packet 58 Page 227 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reportling Entlity and Summary of Slignifficant Accounti*ng Pollicies (Continued) H. Cap italAssets (Continued) Buildings 50 years Improvements other than buildings 50 years Machinery and equipment 5-15 years Infrastructure 30-75 years The City defines infrastructure as the basic physical assets that allow the City to function. The assets include: Street system Sewer system Site amenities such as parking and landscaped areas used by the City in the conduct of its business Each major infrastructure system can be divided into subsystems. For example, the street system can be subdivided into pavement,,curbs and gutters,sidewalks,medians,streetlights,landscaping,and].and. These subsystems were not delineated in the basic financial statements. The appropriate operating department maintains information regarding the subsystems. Interest accrued.during capital assets construction, if any, is capitalized for the business-�type funds as part of the asset cost. For all infrastructure systems,the City elected to use the Basic Approach for infrastructure reporting. L Compensated Absences Governnient-Wide Financial Stateivents For governmental and business-type activities, compensated absences are recorded as, expenses and liabilities as incurred. Fund Financial Statements In governmental funds, compensated absences are recorded as expenditures in the years paid, as it is the City's policy to liquidate any unpaid compensated absences at June 30 from future resources,rather than currently available financial resources. The General Fund is typically used to liquidate compensated absences. In proprietary funds, compensated absences are expensed,to the various funds in the period they are earned, and such fund's share of the unpaid liability is recorded as a long-term liability of the fund. 2021-03-02 Agenda Packet 59 Page 228 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reportling Entlity and Summary of Slignifficant Accounting Pollicies (Continued) J. Pensions For purposes of measuring the net pension.liability and deferred outflows/in-flows of resources related to pensions, and. pension expense, in-formation about the -fiduciary net position of the City's California Public Employees' Retirement System (CAPERS) plan (Plan) and additions to/deductions from the Plan's, fiduciary net position have been determined on the same basis as they are reported by CAPERS. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. The net pension liability is typically liquidated through the General Fund for the portion reported in governmental activities, and also through the respective enterprise fund in which it is allocated., .K. ther.Post-Eml)lgym ent..Beneji'tv For purposes of measuring the total OPEB liability,deferred outflows of resources and deferred inflows of resources related to OPEB, and OPER expense have been determined by an independent actuary. For this purpose, benefit'Payments are recognized when currently due and payable in accordance with the benefit terms. The total. OPEB liability is typically liquidated through. the General. Fund. for the portion reported in governmental activities, and also through the respective enterprise fund in which it is allocated. Generally accepted accounting principles require that the reported results must pertain to liability information within certain defined timeframes. For this report, the following timeframes are used: Valuation Date June 30, 2019 Measurement Date June 30� 2020 Measurement Period July 1, 2019 to June 30, 2020 .L. Long-Terni Debt Government-WideFinancial Statement.v Long-term debt and other financial obligations are reported as liabilities in the appropriate funds. Bond premiums and discounts, as, well as issuance costs relating to bond insurance, are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of the applicable premium or discount. Fund Financial Slateinents The fund financial statements do notpresent long-term debt but are shown in the Reconciliation of the Governmental Funds Balance Sheet to the Government-Wide Statement of Net Position. H. Dgferred Ouflosllnflows Revo rees In addition to assets, the financial statements will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future periods)and will not be recognized as an outflow of resources (expense/ expenditure) until then. The City has three items, that qualify for reporting in this category,which are reported in the government-wide statement of net position. 2021-03-02 Agenda Packet 60 Page 229 of 484 CITY OF CHL LA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) ,M. Defi?rred OutflowslInflows of"Resources (Continued) One itern. is the deferred charge on. refunding reported on. 'th.e statement of net position.. A deferred charge on refunding results from the differencein the carrying 'value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding debt. The second item is the deferred outflows related to pensions, which represents the City's pension contributions made subsequent to the measurement date, change of assumptions, diMrence between expected and actual experience,and the net difference between projected and actual earnings on plan investments. The third item is related to OPEB, which represents the change of assumptions and difference between expected and actual experience. In. addition. to liabilities, the financial statements will. sometimes report a separate secti.on. for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The City has two types of deferred inflows of resources, one of which arises only under a modified accrual basis. Accordingly, the first item, .able revenue, ie governmental funds,balance sheet.The governmental-funds, unaval, is reported only in.tl report unavailable revenues from two sources: taxes and grant receivables. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The second item is deferred in.-flows related.to pen.s.ions and OPER reported in..the statement of net position... These inflows are the results of changes in assumptions and differences between expected and actual experiences, and the net difference between projected and actual earnings on plan investments which are deferred and amortized over the expected average remaining service lifetime. .N. Property Taxes The County of San Diego, California(County)bills and collects property taxes and remits them to the City according to a payment schedule established by the County. The County's tax calendar is from July I to June 30. Property taxes attach as a lien on property on January 1. Taxes are levied on July 1, based on the assessed values as of the lien date, and are payable in two, installments: November I and February I of each year. Property taxes become delinquent on December 10, and April 10, for the first and second installments,respectively. The County is permitted by State law to levy taxes at I%of full market value(at time of purchase)and can increase the property tax rate no more than 2%per year or the current CPI, whichever is, less. The City receives a share of this basic tax levy proportionate to what it received,during the years 1980-198 1. Property tax revenue is recognized in the fiscal year for which the taxes have been levied,provided the _r% taxes are received within 90 days after the end of the fiscal year. Property taxes received after this date are not considered available as,a resource that can be used to finance the current year operations of the City and, therefore, are not recorded as revenue until collected. No allowance for doubtful accounts was considered necessary. 0. Public Facilities Financing Interest costs incurred from the date of borrowing to the completion of the improvement project(s) are capitalized, net of interest earnings, on all proprietary fund assets acquired with tax-exempt debt. 2021-03-02 Agenda Packet 61 Page 230 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Significant Accounting Policies, (Continued) P. Net.Position In governmental-wide and proprietary fund -financial.. statem.ents, Net Position,. are categorized as follows: Net Investment in Capital Assets—This component of net position consists of capital assets,net of accumulated depreciation, reduced by the outstanding balances of debt that are attributable to the acquisition, construction, or improvement of those assets. .Restricted—This component of net position consists of restricted assets reduced by liabilities and deferred inflows of resources related to those assets. Unrestricted— This component of net position is the amount of the assets, deferred outflows of resources, liabilities, and deferred inflows of resources that are not in in the determination of net investment in capital assets or the restricted component of net position. When expenses are incurred -for purposes for which. both. restricted and, unrestricted Net Position. are available, the City's policy is to apply restricted Net Position first, then unrestricted Net Position as they are needed. Fund Balances In governmental fund financial statements, fund balances are categorized as follows: Nonspendable—Items that cannot be spent because they are not in.spendable-form, such.as prepaid items and inventories, and items that are legally or contractually required to be maintained intact, such as principal of an endowment or revolving loan funds. Restricted — Restricted, fund, balances encompass the portion of net fund resources subject to externally enforceable'legal restrictions. This includes externally imposed restrictions by creditors, such as through debt covenants, grantors, contributors, laws or regulations of other governments, as well as restrictions imposed by law through constitutional provisions,or enabling legislation. Committed— Committed fund balances encompass the portion. of net -fund resources, the use of which is constrained by limitations that the City imposes upon.itself at its highest level of decision making,normally the governing body,and that remain binding unless removed in the same manner. The City Council is considered the highest authority for the City that can, by adoption of an ordinance prior to the end of the fiscal year, commit fund balance. Once adopted, the limitation imposed by the ordinance remains in place until a similar action is taken (the adoption of another ordinance) to remove or revise the limitation. 2021-03-02 Agenda Packet 62 Pae 231 of 484 CITY OF CHULA VISTA NOTES To BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I—Reporting Entity and Summary of Signifficant Accounting Policies (Continued) Fund.Balanceps (Continued) Assi , ,orned — Assi1gned, fund balances encornpass the portion of net fund resources reflecting the government's intended use of resources. Assignment of resources can be done by the highest level of decision making or by a committee or official designated for that purpose. City Council has by resolution,authorized the Director of Finance to assign fund balances.City Council may also assign fund balance as it does when appropriating fund balance to cover a gap between estimated revenue and appropriations in the subsequent year's appropriatudget. Unlike commitments, assignments generally only exist temporarily. In other words, an additional action does not normally have to be taken for the removal of an assignment. Conversely, as discussed above, an additional action is essential to either remove or revise a commitment. Unassign,ed— This amount is for any portion of the fund balances that do not fall into one of the above categories. This classification includes the residual fund balance for the General Fund. It also includes the negative residual balance for any other governmental fund that cannot be eliminated by offsetting assigned fund balance amounts. Sometimes the City will fund outlays for a particular purpose from both restricted and unrestricted resources(the total of committed,assigned, and unassigned fund balance). In order to calculate the amounts to report as restricted., committed, assigned, and unassigned fund balance in the governmental fund,financial statements a flow assumption must be made about the order in which the resources are considered to be applied.It is the City's policy to consider restricted fund balance to have been depleted before using any of the components of unrestricted fund balance. Further, when the components of unrestricted fund balance can be used for the same purpose, committed -fund balance is depleted -first, followed 'by assigned -fund balance. Unassigned fund balance is applied last. R. Spending and Reserve-Plicy Government-Wide,,Financial Statements and the Proprietar.E_,Fund Financial Statements When an expense is incurred for purposes for which both restricted and unrestricted Net Position are available, the City's policy is to apply restricted Net Position first. Governments .Fend Financial Statements When expenditures are incurred for purposes where only unrestricted fund balances are available, the City uses the unrestricted resources in the following order: committed, assigned, and unassigned. In November 2009, the City Council adopted a resolution amending the General Fund Reserve Policy to include the following distinct reserve categories: General Fund Operating Reserve,, minimum 1.5%, Economic Contingency .,Reserve, minimum. 5%, and Catastrophic Event 'Reserves, 3%. The General Fund Operating Reserve 'represents, unrestricted resources available for appropriation by the City Council to address extraordinary needs of an emergency nature. The Economic Contingency Committed Balance represents monies set aside to mitigate service impacts during a, significant downturn in the economy which impacts City revenues such as sales tax,property tax,business license tax, etc. The Catastrophic Event Reserves are monies set aside to fund unanticipated expense related to a major disaster in the City and are associated with the City's Disaster Preparedness, Program. 2021-03-02 Agenda Packet 63 Page 232 of 484 CITY OF C.HU1 jA VISTA NOTES'TCS BASIC HNANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note I —Reporting Entity and Summary of Significant Accounting Policies, (Continued) S. Use of',Estimates The preparation. of basic 'financial. statements in conformity with. U.S. GAAP'requires management to make estimates and assumptions that affect the reported an and disclosures. Actual, results could differ from these estimates and assumptions. Note 2—Cash and Investments The following is, a summary of pooled cash and investments, including cash and investments with fiscal agents at June 30, 2020. Government-Wide Statement of Net Position Fiduciary Funds Governmental B us me,s s-Type State me nt of Activitie s Activitie s Total Net Position Total Cash and investments $ 265,3071669 $ 134,3331247 $ 399,64OM6 $ 151358,207 $ 414,99911123 Restricted cash and investments: Held by City 833,836 - 833,836 12,624,758 'I 31458,,594 Beld by fiscal agents 24,778,055 24,778,055 33,282,,210 58,060*265 Total restricted cash and investments 251611,891 - 25,611,891 45,906,968 71,E 18,859 Total cas h and inve s tme nts $ 290,919,560 $ 1.34,333,247 $ 425,252,807 $ 61 175 $ 480,517,982 Cash, cash equivalents and investments consisted of the following at June 30,2020: Petty cash $ 101601. Deposits with.financial institution. 23i746.1586, Inve-stments 40417001530 Investments held by fiscal agents 5810601265 Total cash and'Investments $ 48615171982 A. Deposits The carrying amount of the City's cash deposits were $23,746,586 at June 30, 2020. Bank balances be!' - which,. vas insured or .fore reconciling items were $21,909,11.5 at that date, the total.. amount of collateralized with securities held by the pledging-financial,institutions in,the City's name as discussed below. The California Government Code requires California banks,and savings and loan associations,to secure -1 ledging securities as the City's cash deposits by p' collateral. This Code states that collateral pledged in this manner shall have the effect of perfecting a security interest in such collateral superior to those of a general creditor. Thus, collateral for cash deposits is considered to be held in the City's, name. The market value of pledged securities must equal. at least 11 O% of the City's cash deposits. California law also allows, in.st.i.tuti.ons to secure City deposits by pledging first trust deed, mortgage notes having a value of 150�% of the City's, total cash deposits. The City may waive collateral requirements for cash deposits, which are fully insured up to $250,000 by the Federal Deposit Insurance Corporation. 'The City, however, has not waived the collateralization requirements. 2021-03-02 Agenda Packet 64 Page 233 of 484 CITY OF CHUI jA VISTA COTES TOBASIC HNANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 0, 020 Note 2—Cash and Investments, (Confinued) A. Deosits (Continued) The City follows the practice of.pooling cash,and investInents of all funds, except for funds required to be held by fiscal agents under the provisions of bond indentures. Interest income earned on poolled cash and investments ts allocated on an accounting period basis to the various funds,based on the period-end cash and investment balances. Interest income from cash and investments with fiscal agents is,credited directly to the related fund. B. Investments ,As of June �, 2020, the City had the following investments,and maturities: Investment Maturities Investment Type Fair Value I year or fewer— I.-2 years 2-3 years, 3-4 years, 4-5 years LAIF S 46,544,256 S 46,544,256 $ $ Time Deposits 310,x.00 3101,000 San Diego County Investment Fund 11,059,822 1'1 Federal Agency Bonds K459,341 32,310,507 10,764,320 9,51 ,478 7,353,646 29,512,390 United States Treasury Notes 15,557,405 15,557,405 - - - Municipal Bonds 51,525,255 - 9,498,241 13,271,615 16,479,829 12,275,,570 Supranationals 10,184,240 3,007,050 - 5,161,950 - 2,015,240 .Asset-Backed Securities 5,688,271 64,737 788�,119 1,540,8,71 3,294,,544 Medium-Term Corporate'Notes 126,111,156 1 ,610,848 32,399,221 50,817,LX)O 21,225, 17 21,058,170 Certificates of Deposit 441135,341 3,258,079 9,149,840 7,76 ,988 11,101400 12,859,034 Placerrient Service Deposits 4,061 6,669 4,066,669 - - Money Market Funds 58,774 58,,774 Held by bond trustee: Mutual Funds 58,060,265 58,060,265 - - Total 462,7601,795 S 193,784N1 $ 6 1,876135 87,325,050 S 57,700,763 S 62,073,722 Investments Authorized hE the Calc Lornia uovii-nm ent Code and the CiLs Investment The table below identifies, the investment types that are authorized for the City by the California Government Code (car the City's investment policy, where more restrictive). The table also 'identifies certain provisions of the California Government Code or the City's investment policy,where more restrictive) that address interest rate risk, credit risk, and concentration of credit risk. This table does not address investments,of debt proceeds held by bond trustee that are governed by the provisions of debt agreements of the City, rather than the general provisions of the California Government Code or the City's, investment pol.i.cy. 2021-03-02 Agenda Packet 65 Page 234 of 484 CITY OF HU LA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 2—Cash and Investments, (Continued) B. Investments (Continued) Investments Authorized by the (--,"`q11)(,brn1q Government Ccs 'e and the City's Investment ,(Continued),, Maximum Maximum Maximum Percentage of Investment in One Authorized Investment Type Maturity Portfolio* Issuer Bankers'Acceptance 180 days 401% 300/0 Negotiable Certificates of Deposits 5 years 30% None Commercial Paper 270,days 25% 1 01yo State and Local Agency Bond Issues 5 years, None None U.S.Treasury Obligations 5 years None None U.S.Agency Securities 5 years None None Repurchase Agreement I year None None Reverse-Purchase Agreenients, 92 days 20% None Medlum-Term,Corporate Notes 5 years, 30% None Tirne,Certificates of Deposits 5 years None None Money Market Funds N/A 20% 10% San Diego County Treasurer's Pooled Money Fund N/A None None Local Agency Investment Fund(LAIF) N/A None $75 Million** Shares of Beneficial Interest issued by a JPA N/A None None Asset Backed Securities 5 years 20�% None SUpranationals, 5 years 30�% None Placement Service Deposits 5 years, 30% None Excluding amounts held by bond trustee that are not subject to CalifomiaGOvemIllent * Maxi num is$75 million per account In vestm en ts A u th orized-by Deb,t Agr�Lemen Is Investments of debt proceeds held by bond trustee are governed by provisions of the debt agreement rather than the general provisions of the California Government Code or the City's investment policy. The table below identifies certain provisions of these debt agreements that address interest rate risk, credit risk., and concentration of credit risk. Maximum Maximum Maximum Percentage of Investment in Authorized.Invest ment Type Maturity Portfolio One Issuer U.STreasury Obligations None None None Federal Hoine Loan Mortgage Corporation None None None Farm Credit Banks None None None Federal Ilotrie Loan Banks None None None Federal National Mortgage Association None None None ,student Loan Marketing Association None None None Financing Corporation None None None Resolution Funding Corporation None None None Certificates oil'Deposits,Time Deposits,and Bankers'Acceptance 3 0 days None None Conli-nercial Paper 270 clays None None Moriey Market FuncLs None None None State Obligations None None None Municipal Obligations None None None Repurchase Agreements None None None Investment Agreements None Norie None Local Agency Investment Fund(LAIF) None None None 2021-03-02 Agenda Packet 66 Pale 235 of 484 CITY OF CHULA VISTA NOTES To BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 2—Cash and Investments, (Continued) C. Ris' ks Disclosures Interest Rate Risk As, a means of limiting its exposure to fair value losses arising from rising interest rates, the City's investment policy provides that final maturities of securities cannot exceed five years. Specific maturities of investments depend on liquidity needs. At June 30, 2020, the City's pooled cash and investments had the following maturities: Percentage of Maturl"ty Investment Le s,s than o ne ye ar 33.5% 1 -2 years 15.3% 2 -3 years 21.6% 3 -4 years 14.3% 4 -5 years 15.3% The weighted.average maturity of the port-folio was 2.2 years. Credit Rl*s,k Generally,credit risk is the risk that an issuer of an investment will not fulfill its obligation to the bolder of the investment. This is measured by the assignment of a rating by a nationally recognized statistical rating organization. To be eligible to receive City money, a bank,, savings association, federal. association, or federally insured industrial loan company shall. have received anoverallrating of not less than "satisfactory" in its, most recent evaluation by the appropriate federal -financial supervisory agency of its record of meeting the credit needs of California's communities, including low-and moderate income neighborhoods. The City's investments are rated by the nationally recognized statistical rating organtzations,as follows: Standard& Investment Type Fair Value Mood 's Poor's LAFF $ 46,5441256 Not Rated Not Rated Th-nc Deposits 310,000 Not Rated Not Rated San Diego County Investment Pool 1 1,0,59,822 Not Rated Not Rated Federal Agency Bonds 891459,341 Aaa AA+ United States,Treasury Notes 151)5571,405 Aa-a, Not Rated Municipal Bonds 51,525,255 A2 to Aaa,MIG I A to AA+,,Sp-I+ Supranationals 10,184,240 Aaa AAA Asset-Backed Securities 5,16881)271 Aaa AAA. Mediun-i-Term Corporate Notes 126,111,156 A3 to Aaa BBB+to AAA Certificates of Deposit 441135,341 Not Rated Not Rated Placement Service Deposits 4.10661669 Not Rated Not Rated Money-Market Funds 581774 Not Rated No,t Rated Mutual Funds, 58,060,26,5 Not Rated Not Rated 4621,760,,795 2021-03-02 Agenda Packet 67 Page 236 of 484 CITY OF HU LA VISTA NOTES To BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 0,2020 Note 2—Cash and Investments, (Continued) C. Risks Disclosures (Continued) Custodial Credit Risk Custodial credit risk is the risk that, in the event of the failure of the counter party,the City will not be able to recover the value of its,investments or collateral securities that are in the possession of an outside party. All securities,with the exception of LAIF"and other pooled investments,are held by a third-party custodian (NY Western Trust). BNY 'is a registered member of the Federal Reserve Bank. Concentraflon of Credit Fisk. The City's investment policy contains limitations on.the arn.ount that can.be invested,in.any one issuer, e_11 in accordance with the limitations stipulated by the California 0overnment Code. Investments in any one issuer that represent 5%, or more of total City's investments are as follows: Issuer Investment Type Fair Value Federal Farm.Cred it Bank Federal Agencies $ 32114291844 ..D. Mvestments in..Local Agency..Investment The City is a participant in LAIF which is regulated by California Government Code Section 16429 under the oversight of the Treasurer of the State of California. As of June 30., 202 0., the City had $461544,256 invested in, LAIF. LAIF determines fair value on. its investment port-folio based on market quotations for those securities where market quotations are readily available and based on amortized cost or best estimate for those securities where market value is not readily available. The City valued its investments in LAIF as of June 30, 2020, by multiplying its account balance with LAIF times a fair value factor determined by,LAIF. This fair value factor was determined by dividing all LAIF participants' total aggregate amortized cost by total aggregate fair value. The credit quality rating of LAIF is unrated as of June 30, 20�20. There are no limitations or restrictions on participant withdrawals from LAIF. 2021-03-02 Agenda Packet 68 Pae 237 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTSNTINUED) YEAR ENDED JUNE 30,2020 Note 2—Cash and Investments (Continued) E. Fair Valueerarchy The City categorizes its fair value measurer neats"Within the-fair value hierarchy established by generally accepted accounting principles., The hierarchy is based on.the valuation.inputs used to,measure the fair value of the asset. Level I inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs;Level 3 inputs are significant unobservable inputs. The City has the following recurring fair value measurements as of June 30, 2020: Level Investment Type Totals 1 2 Uncategorized Local Agency Investment Fund(LAIF) 46,544,256 4,6,544,256 Time Deposits 31 0.X0 310,000 San Diego County Investment Pool 11,059,822 11,05 ,822 Federal Agency Bonds 8%459,341 8%459,341 United States Treasury Notes 15,557405 15,55,7.1405 Municipal Bonds 51,525,255 - 511525i255 Supranationals I 0,184240 - 1.011.841240 Asset-Backed Securities 516881271, - 516881271. Medium-Tenn Corporate Notes 12611111156 - 126,111,1 5 6 Certificates of Deposit 44,135,341 - 44,1,3 51341 Placernent Service Deposits 41066,669 - 4,066,+ 9 - Money Market Funds 58,774 - 58,774 Held by Fiscal Agent: Cash.&Money Market Mutual Funds 58,060,265 - 58,O�601,265 Taal Investments 4621760,795 151557405 331480,273 115,723,117 U.S. Treasury Notes classified in Level I of the fair value hierarchy are valued using prices quoted in active markets for those securities. U.S. Agency Securities, Corporate Notes, Asset Backed Securities, and Time Deposits classified in Level 2 of the fair value hierarchy are valued using institutional bond quotes or specified fair market value factors. Note 3—Receivables A. Taxes Receivable At June 30, 2020,the City had the following taxes receivable: Governmental Activities Sales Tax S 13J601335 Property'rax 494,3 9 7 Utilities Users Tax 604,232 Transient Occupancy Tax 5121538 Franchise Fee Tax 2,73 5,91 C Special Assessments 131,342 Other Taxes 80611 65 Total $ 18,444X5 2021-03-02 Agenda Packet 69 Page 238 of 484 CITY OF CIU.1-4,A VISTA NOTESTCS BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 3—Recei*vables (Contlinued) B. Loans Receivable At June 301, 201201 the City had the following loans receivable, including principal and accrued interest: Governmental Activities Principal Interest Total South Bay Community Services(Trolley Trestle,Muncey Manor,CNV 1,CNII,NCV 11) 2,1022483 2,1122,1317 4,144001 Cordova and Trolley Terrace Apartments(Cordova Trolley,LP) 2,672,51 t 124,565 2,797,076 Rancho Buena Vista Apartments(Chelsea Investment Corporation) 1,5010500101 713,219 22131219 St.Regis Park(Chelsea Investment Corp) 1,232,822 34,404 1,267,226 Chula Vista Rehabilitation CHIP Loans 1,111,737 17%855 1,11911592 Park Village Apts(Civic Center Barrio Housing Corporation) 137,281 - 137,281 Mobile Horne Assistance Programs(Orange Tree) 12,584 12,584 Los Vecinos,(Wal eland Housing and Development Corporation) 5,680,00101 3,505,,736 9,185,736 Brisa del Mar('lain Plaza,LP) 1,8010,000 8221814 2,622,814 Seniors on Broadway(MAAC PrQject) 315111194 1,490,472 5,001,666 'The Landings It(ClueseaInvestment Corp) 8,598,263 044,315 14:1,242,578 Fist Time Home Buyers Program 31120,772 113,633 3,2341405 NSP Rental ousing Program 1 10001000 22610,08 1,226,008 Community Energy Retrofit Program 16830 - 161830 Lofts on Landis 21000010 368,486 2,368,486 Duetta Apartments(F Street Family CIC,LP) 21068,00101 2631304 2133 1,304 Volta Senior Apartments(G Street Seniors CIC,LP) 932POI 115,778 1,(147,778 Anita Street Apartments(Wakeland-Anita LP) 3,841,741 - 3,841,741 Deferred development impact fees 3,853 914 12133,9 3975253 45,1012i 13 2 1.1,846,;245 56i85813,77 South Bay Coir mum Services .In 1998, the former Chula Vista Redevelopment Agency (RDA) and City of Chula Vista entered into several loan agreements with South Bay Community Services, a California non-pro-fit public bene-fit corporation. Prior years' loan was made to South Bay Community Services for the purpose of purchasing several properties,throughout the City of Chula Vista, including Concord Way(1-writ) and Trolley Trestle (I 1-unit). These projects are to provide housing to very low-income families. Deeds of trust and assignments of rent secure the notes. Principal and interest are payable annually out of any and all residual receipts derived from the property and/or operation of the property. Interest accrues annually on the unpaid balance with rates, ranging frorn 3%to 6%. At June 30,2020, the outstanding balance of the loan.was $4,144,800,'which.included, an interest accrual of$2,1:22,31 7. Cot-dova and Tr ollev Terrace Apartments- (Coryova i rlle)Z, In, January 2019, the HousingAuthority and the Cordova Trolley, LP (Developer) entered into a loan agreement to refinance two, scattered site rental housing developments at 1280 E J Street(40-unit) and 750 ADA Street (18-unit). The developer partially repaid the outstanding accrued interest of the previous loan. in.the amount of$200,0 , and carried forward the rernaim.ng balance of$2,672,51.1. as a new loan on the Project. The project provides affordable housing to very-low and low-income households for an additional 55-years. 2021-03-02 Agenda Packet 70 Pae 239 of 484 CITY OF CH LA VISTA NOTES To ASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2,020 Note 3—Recei*vables (Con finue d), B. Loans.Recei'vable(Continued) The amended and restated promissory note is secured by a deed.of trust and will accrue 3.15% interest compounding annually. Residual receipt payments (if any) will be applied towards the outstanding loan balance until the loan is,paid in full. At June 30, 20,20, the outstanding balance of the loan was $2,797,076, which included an interest accrual of$124,565. Rancho Buen,a Vi'sta Apartmenty (Chehvea Investment Corporation) In 2003,the former RDA loaned$1.000,000 using Low-and Moderate-Income Housing Funds and the City loaned $50,01,000 using HOME funds to CIC Eastlake, L.P. -for the development and operation. of a 150 unit multifamily affordable housing development known as Ranch,oBuena.Vista located in the Eastlake community. The loan is secured by promissory notes and deed of trusts. The outstanding principal on the loan is to be repaid over fifty-five(55)years and interest accrues at the simple interest rate of three(3%)percent per annum on unpaid principal. Payment of principal and interest,or portions thereof, on the loan is made on an annual basis, out of a fund equal to fifty (50%) percent of the net cash flow of the prQject. At June 30, 2020,, the outstanding balance of the loan was $2,213,219 which included an interest accrual of$713,219. St. R'ais Park LChelyea Inve'Sltment Corporation) In 2000, the former RDA entered into a loan agreement with Chelsea Investment Corporation, for the acquisition and rehabilitation of the 119-unit multi-family housing project (formerly known as Pear Tree Apartments)at 1025 Broadway. In June 2019,the developer repaid the outstanding principal balance of the previous loan in the amount of$1,387,152, and carried forward the accrued interest of $1,232,822 as a new loan amount. The project will remain affordable to very-low and low-income households for an additional 55-years. The amended and restated promissory note is Secured by a,deed of trust and will accrue 2.76%interest compounding annual.l.y. Residual,.receipt payments it any will be applied towards the outstanding loan balance until the loan is paid in full. At June 30, 2020, the outstanding balance of the loan was $1,26,7,226 which included an interest accrual of$34,404. Chula Vhvta Rehabilitation CHIP Loans The Chula Vista Rehabilitation Community Housing Improvement Program(CHIP) is under the direct control of the Housing Authority acting as the Successor Housing Entity for those loans that were -funded,usingLow-and Moderate-Income 1-sousing Funds. These loans provide-funding to assist owner occupied or mobile homeowners, with assistance to make health and. safety repairs to their dwelling unit. CHIP loans,funded by CDG or HOME funds are also managed by the Housing Authority. C1 IIP offers deferred and low interest rate home improvement loans to qualified borrowers residing within a target area. The rate terms vary from 0 to 5% deferred interest loans to forgivable loans, for mobile homeowners. Loan repayments are redeposited into the prograrn cash accounts and are redistributed as future loans. At June 30'. 2020, the outstanding balance of the loan was $,1,191,592 which included an interest accrual of$179,855., 2021-03-02 Agenda Packet 71 Page 240 of 484 CITY OF CH LA VISTA NOTES To ASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2,020 Note 3—Receivables (Continued) B. Loans.Recei'vable(Continued) Park Villaartmentv (Civic Center Barrio Housing CoWoratiQn In 1991, the former RDA entered into a loan agreement with the Civic Center Barrio Housing Corporation, a California non-profit public benefit corporation. The loan was made for the purchase of land and the development of a 28-unit low-income housing project.During 1992,the loan was assigned to,Park Village Apartments Ltd.,a California limited partnership in which Civic Center Barrio Housing Corporation is the managing general partner. The loan is secured by a deed of trust on the property and assignment of rents. Principal,and interest are payable monthly. In 2009,an amendment to the loan was entered into changing the interest from. 5% to 3% per annum, on. the unpaid principal,. balance of the note. It also required monthly, payments based on a 24-year amortization schedule with the entire balance paid by December 31, 2022. At June 30, 2020, the outstanding balance of the loan was $137281. Mobile Home Assh�tance Pr!2grams The former RDA entered into agreements with eligible residents of the Orange Tree Mobile Home Park,whereby the RDA.loaned$250,030 as permanent financing assistance to residents for the purpose of purchasing certain, mobile home property. The loans are secured by deeds, of trust on the property and mature in 2019 or when the property is sold. Contingent interest will be charged based on calculations specified in the agreement. At June 30, 2020, the outstanding balance of the loan was $121584. Los Vecinos (Wakeland Housing and Development Corporation) In 20081 the former RDA entered into a loan agreement with Wakeland Housing and Development Corporation. to assist the borrower in. constructing 41 affordable multi-Eam.ily rental,. housing units -for occupancy by extremely low, very low, and low-income households. The loan amount of$5,680,000 was funded by the Low- and Moderate-Income Housing Fund. The loan bears an interest rate of 5%per annum. Principal and interest payments will be made on an annual basis out of a fund equal to 50�% of the residual receipts for years 1-30 and 75% of the residual receipts for years 31-54, 'until 55 years from the date the improveinents are placed in service, at which time, all principal and unpaid interest is due and payable. The improvements were placed in service on February 7, 2008. At June 30, 2020, the outstanding balance of the loan was $9,185,736 which included an interest accrual, of$3,505,736. Bris,a del Mai- Main Plaza LP), In 2003, the former RDA and City entered, into a loan agreement with Main Plaza, LP to assist in acquiring and improving certain real property for occupancy-by very low, low, and mode rate-i ncome households. The loan bears an interest rate of 3%per annum. The loan is due and payable on the date that is 55 years from the date of the City's issuance of the Certificate of Completion, which is in 2061. At June 3 01 2020,the outstanding balance of the loan was$2,622,8 14 which included an interest accrual of$822.,814. 2021-03-02 Agenda Packet 72 Page 241 of 484 CITY OF CHULA VISTA NOTES TCS BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 3—Receivables (Continued) B. Loans.Receivable(Continued) Seniors on BroadE LALAA C Pr The City entered into a loan agreement with Seniors on Broadway, Limited Partnership to assist in acquiring and improving certain real property for occupancy by, very low, low, and moderate-income households. The loan bears an interest rate of 3% per annum. The loan is due and payable on the date that is 55 years from the date of the City's issuance of the Certificate of Completion. At June 30, 20201the outstanding balance of the loan was $,5,001,666 which included an interest accrual of$1,4 0i472. The Landin,(ysH' C be1yea Investment Co,Wora,tion), In July 201 , the former RDA and City entered into a loan agreement with Landings 11, L.P. to assist the borrower in constructing 143 affordable multifamily rental housing units for occupancy by very low- and low-income! households. The loan bears an interest rate of 3.6% per annum, and requires monthly payments based on a 25-year amortization schedule. ,At June 30., 20201 the outstanding balance of the loan. was $10,242,578 which included an. interest accrual of$1,644,315. First Time Home Bu),er,�Program The Chula Vista First-Time Homebuyer Program is under the direct control of the City and its Housing Auth,ority. The Programs is funded through, U.S. Department of I lousing and Urban Development HOME Investment Partnership Act and Neighborhood Stabilization Program funds., Cal Home funds from the State of California Department of Housing and Community Development are also used to fund loans. The Program, is currently administered by Springboard CDIFI, (formerly known. as Comi..nunily Housing Works, Realty and Lending). The program offers low interest loans or equity share deferred gap financing loans to qualified borrowers. Loan repayments are re-deposited into the program and are redistributed as future loans., At June 30�, 202Q1 the outstanding balance of the loan was $3,234,405 Which included an interest accrual of$1131,633. NST".Renlal Ifousing Program The City entered,into a two separate loan.agreements wit San.Diego Community Housing Corporation to acquire and rehabilitate rental housing for very low-income households. 'The loans are secured, by promissory notes and a deed of trusts. The outstanding principal and interest arnount of the 'loan will be repaid over fifty-five(55)years and shall accrue at the simple interest rate of three(3%)percent per annum. Principal and interest are payable annually out of a fund equal to 50% of residual receipts derived from the property and/or operation.of the property. At June 30�, 2020, the outstanding balance of the loan was $,1,22 100 which included an interest accrual of$226,008. 2021-03-02 Agenda Packet 73 Pae 242 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 302,020 Note 3-Receivables (Continued) B. Loans.Recei'vable(Continued) Community Retrofit Program The Chula Vista Community Energy Revolving Loan Fund(ALF)is under the direct control of the City of Chula Vista and was capitalized through the American Recovery & Reinvestment Act. The RLI offers fully amortized low-.interest rate home energy improvement loans to qualified borrowers residing within Chula Vista. The loans are secured by a deed of trust on the properties.Principal and interest are payable monthly. Interest accrues annually on the unpaid principal balance of the notes. Loan repayments are re-deposited into the program cash accounts and are redistributed as future loans except for loans-funded by General fund-At June 30,2020,the outstanding balance of the loans were$1.6,830. Loft,�on Lanniv The City has adopted a Housing Element of the General Plan which sets forth the objective of providing balances and varied housing opportunities throughout the City to satisfy needs and desires, of various age,income and ethnic groups of the community.The Housing Authority found that the City's financial participation in the development of the 1,andis Project will be a sound investment based upon the Developerability to effectively service the City's housing needs and priorities,expressed.in,the housing Element and Consolidated plan., At June 30�, 2020,the outstanding balance of the loan was $2,368,486 which included an interest accrual of$368,48,6. Duelly Apartment's LF Street Familv CIC, 0' In 2016, the City entered into, a loan agreement with F Street Family CIC, LP to assist to assist in the construction and permanent financing of affordable multifamily apartments with 86, deed restricted units for occupancy by extremely low, very low- and lower-income households. Loans are in the principal,.amount of$800,000-from.the City's-federal.HOME-funds, $372,6from the City's Balanced Communities In-Lieu funds, and $895,340 from Low- and Moderate-Income Housing Fund. The loan bears an interest rate of 3%, simple interest per annum for a 55-year period. Payment of principal and interest is made on an annual basis out of a fund equal to 50�%,of the residual receipts. The outstanding principal and accrued interest on the loan is to be repaid by December 31,2072. Fund balance has been restricted in the Sundry Grants Special Revenue Fund and in the Low- & Moderate-Income Housing Successor Special Revenue Fund. At June 3 , 2020, the outstanding balance of the loans were $2,331.,304 which included an interest accrual of$263,304. Volta Senior Apartmentv LG- Street Seniom CIC, LPJ In 2016, the City entered into a loan,agreement with G Street Senior CIC, LP to assist to assist in the construction and, permanent financing of affordable multifamily apartments, with 122 deed restricted units for occupancy by extremely low, very low- and lowerincome 'households. The loan amount of $932'.000 was funded by the Low-and Moderate-Income Housing Fund. The loan bears an interest rate of 3% simple interest per annum for a 55-year period. Payment of principal and interest is,made on an annual basis out of a fund equal to 50%of the residual receipts,. The outstanding principal and accrued interest on the loan is to be repaid by December 31, 2072., Fund. balance has been restricted. in the Low- & Moderate-Income Housing Successor Special Revenue Fund. At June , 2020, the outstanding balance of the loans were $1,f 47,778 which included an interest accrual of$115,778. 2021-03-02 Agenda Packet 74 Pae 243 of 484 CITY OF HU LA VISTA NOTES To BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 0,2020 Note 3—Receivables (Continued) B. Lcans.Regie ivable(Continued) Anita Street ApartmenLy Wake and-Anita In 2017 and 2018, the Housing Authority entered into amended loan agreements with Wakeland Anita LP to assist in the acquisition of land and pre-development of an affordable multifamily apartment development known as Anita Street Apartments with up to 72 possible deed restricted units for occupancy by extremely low, very low- and lower-income households. This loan supports the proportionate share of costs for 0%and 45%AMI(area median income)units in the project. The total loan amount of$4,158,740 was made using low- and moderate-incorrie housing funds. No interest accrues on. the loan. during the pre deve lops-hent phase of the Project. Upon. completion,. of 'the predevelopment phase, the loan bears an interest rate of 3% simple interest per annum for a 55-year period. At June 30, 2020',the outstanding balance of the loans were $3,841,741. DeLerred development ins'p,het&ee,_v The DIF Deferral Community Facilities District (CF'D) was established to promote development in, specified areas of the City known as "Western Chula Vista"by deferring specific development impact -fees for projects, that met the specific criteria outtIned, in.the CFD formation. documents. The primary area included. within the CFD p�lan was land west of the 1-5 -freeway to spur on early development in preparation for the new Bayfront project, as,well as land in the portion ofthe City between Interstate 5 and Interstate 805, including the Palomar Gateway and Urban Core Specific Planning Areas and the Auto Park located East of the Interstate 805. As the Rate and Method of Apportionment defines, developers can defer their Development Impact Fees up to ten years or as,otherwise defined in the CF'D documents. Upon issuance of the Certificate of Occupancy (COO), the city calculates interest on an annual basis, and it is included as part of the long-term receivable. At June 30, 2020, the outstanding balance of the loans were $3,975,253 which includes interest accrual $1.21,339. Note 4—Interfund Balances and Transactions Due tolDue fcorn other fiundv ,At June 30., 2020, interfund,receivables and payables,were as follows: Due To Other Funds CV Elite Municipal Athlete Nonn-iaor Due from Other Financing Training Governinental Funds Sundry Grants Authority Center Funds Total General Fund 724,209 $ 344 ,868 $ 2,443,411 $ 31497,892 Current interfund balances arise in the normal,course of operations to cover cash shortages and are expected to be repaid shortly,after the end,of the -fiscal year. 2021-03-02 Agenda Packet 75 Page 244 of 484 CITY OFCHULA VISTA NOTES TOBSIS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30��2020 Note 4—Interfund Balances, and Transactions (Continued) Lon,g-Tare Advances ,At June 30., 2020,balances were as -follows: Advances From Other Funds Sewer Development Advances to Other Funds, Irnpact'Fees Fund Total Sewer Biterpnise Fund 181098,265 $ M098,265 The City Council authorized and set terms for, loans from the Trunk Sewer fund to Salt Creek for 16,858,3 1, to the Storm Drain fund for$74416121, and $803,331 from the Sewer Facility fund for capital improvement prQjects, via Resolution 2015-035. In accordance with Council Policy No. 220_06, approved via Resolution 2015-028,the financing costs shall be calculated using the City's pooled investment earning rate on a quarterly basis. The balance was $1.8,,098,265 at June 30, 2020, of which all $18,098,265 is outstanding 'from. the Sewer Fund to the Sewer Development Impact Fees Fund, and the portion. due from the Sewer Fund to the Storm Drain Fund has been paid in full. Transfem InlOut Interfund transfers for the year ended June 30�, 2020,were as follows: Transfers In Sundry giant s Public Municipal Developtnent Internal Non-Major Non-Major General Special Financing Financing Sell'ices CVE11te Service Governmental biterprise Transfers 0ru Fund Revenue Fund Authority Authority Fund Training Center Funds Funds Funds Total General Fund $ $ 1301,234 $ 2,484,499 $ 9128.430 S 448,729 $ 113 710 $ 218,942 $ 154,694 $ 95,405 $ 5,274,641 Sufldry Grants Special Revenue 1,720,309 - 596,563 - 2,316,872 Development Impact Fund 3,655,064 1,531',811 - 5,193,875 Sewer Fund 3,133,648 15,189 3,148,837 Development Services Fund 1,923,64 1,923,648 CV Elite Training Center 26,627 26,627 Internal SuNice Funds 41,83:3 - 41,833 Non-Major Governmental Funds 4,918,452 - 666,543 - 73,125 - - - 5,658,120 Total 11,737,890 $ 130,234 $ 6,806,106 21467,241 S 537,043 $ 113,710 $ 218,942 $ 1,477,884 $ 95,405 $ 23,584,455 General Eund—Operating support to the General Fund for City staff services and equipment. Total amount of support was $11,737,8O�. Sundry Grants,S . 1 veciat Revenue.Fund—Transferring the matching contribution to the federal grants in the amount of$,130,234. Public Fina,nci,ng,AuthoLLty—Funding debt service funds for repayment of various long-term obligations amounted to $ 786 6. i 0 106. MU,n,1,c,ipq1 Financing Authori — Funding debt service fund for repayment of long-term obligation amounted to $2,467,241. 2021-03-02 Agenda Packet 76 Pae 245 of 484 CITY OF CHULA VISTA NOTES TSIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 4—Interfund Balances and Transactions (Continued) Development Serice .Fund—Operating support to the Development Services Fund for services provided, $448,,729 support from the General Fund; $15,189 from Sewer Services; and $73,,125 from non-major governmental.funds. Chula Vi� Elite Athlete Trainn Center—Support from General Fund: 113,71 for telecom site license fee.. .mac n-mqior GovernmenttdFumbv—Transfer from General Fund in the amount of$854,694 for various debt obligations. Transfer from Chula Vista Elite Athlete Training Center to Eastlake Maintenance District in the amount of$26,627 for taxes related to City owned property. Various transfers between Sundry Grants Special Revenue fund in the amount of$596,563. Note 5—Capital Assets A. Government-Wide Financial Statenientv Summary of changes in capital assets for governmental activities for the year ended.Tune 30, 20�20, are as follows: Balance CII Balance July 1,2019 Additions Deletions Transfers June 30,2020 Capital assets,not being depreciated: Land $ 437,045,968 $ $ - $ $ 437,045,968 Construction in progress 89,673,354 37,05 ,550 - (908,633) 125,818,271 Total capital assets,not being depreciated 526,719,322 37,053,550 - (908,633) 562,864,239 Capital assets,being depreciated: Buildings 203,9'48,084 8,273,739 - 21.2,221,823 Improvements other than buildings 11.34,^ 54,15 3 - - 134,954,153, Machinery and equipment 42,693,585 8,200,251 - - 50,893,836 Infrastructure 778,119',110 2,203,,287 - 908,633 781,231,030 Subtotal 1,159,714,932 18,677,277 - 908,633 1,179,300,842 Less accumulated depreciation. Buildings (64,828,063) (4,023,899) - - (68,851,962) Improvements other than buildings (57,032,695) (2,770,265) - - (59,802,960�) Macl-tinery and equipment (27,817,899) (3,766,579) - - (31,584,478) Infrastructure (354,9,42,422) (20,778,794) - - (375,721,216) Subtotal (504,621,079) (31,339,537) - - (535,960,616) Total capital assets,being depreciated 655,093,853 (12,662,260) - 908,633 643,340,226 Total governmental activities $ij 8 1,813,175 $24,391,290 $ - $ - $1,206,204,465 2021-03-02 Agenda Packet 77 Pale 246 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 5—Capital Assets (Continued), ,A. Government-Wide Financial Statements(Continued) Depreci,atl,.on expensewas charged to functions/programs as follows. General government $ 48,795 Public safety 2,395,895 Public works 26,81"7,218 Community Development 30,424 Parks and recreation 1,8441275 Library 101834 Internal service 192M96 $ 31,339,53`7 Summary of changes in capital assets for business-type activities for the year ended June 30, 2020, are as follows: Balance CIP Balance July 1.,201-1.9 Additions Deletions 'Fra ns f ers June 30,2020 Capital assets,not being depreciated: La nd $ 180,677,144 $ - $ $ $ 180,677,144 Construction in progress 3,789,107 1,951,705 5,740,812 Total capital assets,not being depreciated 1841466,251 1,951,705 186,417,956 Capital assets,being depreciated,: Buildings and.structures 171027,5,88 - 17,027,588 Macl-tinery and.equipment 6,862,543 533,864 7,396,407 Infrastructure 248,484,0174 - 248,484,074 Subtotal 272,374,205 533,8,64 2172,908,069 Less accumulated depreciation Buildings and structures (1,013,141) (337,147) (1,350,288), Machinery and equipment (4,472,,799) (870,408) (5,343,207) Infrastructure (129,264,776') (5,645,0140) - (134,909,816), Subtotal (1.34,750,716) (6,852,595) - (141,603,311.) Total capital assets,being depreciated 137,623,,489 (6,318,731) - 131,304,758 Total busitiess-type activities $ 322,1159,740 $ (4,367,012,6) $ - $ - $ 317,722,714 Depreciation expense for business-type activities for the year ended June , 2020,, are as follows,.. CV Elite Training Center $ 3371)147 Sewer 61476876 Sewer Development Impact Fees 31)042 Development Services 261842 Transit 81hM $ 658525595 2021-03-02 Agenda Packet 78 Page 247 of 484 CITY OF C.HU.'[....dA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 0, 20 Note 5—Caplital Assets (Continued) .B. Fiduciary'funds Financial Statements Summary of changes i.n. capitalassets for fiduciary funds for the year ended June 30, 2020,1are as follows: Balance Balance July 1,2019 Additions Deletions June 30,20,20, Capital assets,notbeing depreciated: I and $ 5/600,080 $ - $ - $ 51600/01801 Total capital assets,not being depreciated 5,600,080 - - 5,6010,0180, Capital assets,being depreciated: Buildings 2/386,218 - - 2138612,18 Subtotal 2,386,218 - - 2138612,18 Less accumulated depreciation Buildings (1,444,913) (47,725) - (1,492,638) Subtotal (1,444,91 3) (47,725) - (1,1492,638) Total capital assets,being depreciated 941,3015 (47,725) - 893,580 Total fiduciary activities $ 6,541,385 $ (47,725) $ - $ 6,493, O Depreciation expense for fiduciary funds for the year ended June 30, 2020, was $47,725. Note 6—Long-Term Debt Governmental Actl*vl*tl*es I....ong-Term Debt A summary of changes in governmental activities long-term debt for the year ended June 30, 2020, is as follows: Classification Balance Debt Debt Balance Due vdthin Due in More .1"ly 1,2019 Issued Retired June 30l,2020 One Year Than One Year Bonds Payable: Certificate of Participation 741770,000 $ - 30011000 $ 7 1,11 1,0 3,86000 S 67,250,000 Lease Revenue Bonds 85,405,000 - 7,080,000 78,,325,000 7,400,000 70,925,000 Unamortized Bond Premium 14,774,288 - 1,486fil 1 13,287,677 - 13,287,677 Direct Borrowings and Direct Placements: Section 108 Loan 5,886,000 - 468,000 5,418,000 492,000 4,926,000 Notes Payable 2,746,057 - 523,412 21222,645 532,356 1,690,289 Capital Leases 5,243,991 1,023,800 1,078,852 5,188',939 965,765 4,223,174 Total 1881825,336 $ 1,0231800 1412°6,875 $ 1,7515,521261 13,2501 121 S 162,3021140 2021-03-02 Agenda Packet 79 Page 248 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 2020 Note 6—Long-Term Debt(Contlinued) Governmental Activities Long-Term Debt(Continued) A. Cert�ficates o,f Participation Classification Balance Debt, Debt Balance Due NNithin Due in More July 1,2019 Is s ued Iletired 3 une 30,2020 One Year Than One Year 20,14 Refunding COP $ 37,630,,0010 $ - $ 1,895,000, 35,735,0O ,000,000 $ 33,735,0100, 2015 Re fun d in g COP 28,540,000 - 1,765,000 26,775,000 1,860,000 24,915,000 201.6 Refunding COP 000,000 - - 8,600iololo - 8,600i000 Total $ 74i770,000 $ - $ 31660,000 71,110MO4, S 3,860i4l44l S 67,250i000 2014 Re&,nding,,,,,C0P In February 20,14, the Chula Vista Public Financing Authority (Authority) issued $45,920,000 in 2014 Certificates of Participation to refinance the City's outstanding 2 Certificates of Participation (Police Facility Project), fund, a reserve fund, and pay the costs incurred in. connection with. the execution and delivery of the Certificates. The source of repayment of the certificates, is the lease payments to be made by the City to the Authority. Should the City default under the Lease,the Trustee, as assignee of the Authority, may terminate the Lease and re-lease the Leased Premises or may retain the Lease and hold the City liable for all Lease Payments thereunder on an annual basis. Under no circumstances will the Trustee have the right to accelerate Lease Payments. Interest is, payable semiannually on April I and October I of each year, commencing October 1, 2014. The certificates mature in 2032 and principal is,payable on October I each year, commencing October 1, 2014. As of June 30, 2 201,the outstanding balance is $35,735,000. The annual debt service requirements for the 2014 Certificates of Participation outstanding at June 30, 2020, are as follows: Year Ending June 301, Principal Interest Total 20,21 $ 2,0100,000 $ 11606,331 3,606,331. 2022 211OOfOOO 11503,,831. 31603,831. 2023 21210,000 1,396,081 3,606,081 2024, 21330,000 11282,581 31612f581 2025 21450,000 1,163,081 3,,613,081, 2026-2030 14,320,000 31808,,481 18,128,481 2,031-20,33 1.01325f000 642,103 1.01967,,103 Total $ 351735f000 $ 11,402,489 $ 47f137f489 2021-03-02 Agenda Packet 80 Page 249 of 484 CITY OF CHULA VISTA NOTES TCS ASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 302020 Note 6—Long-Term Debt(Contlinued) Governmental Activities Long-Term Debt(Continued) A. Cert�ficates o,f Participation (Continued) 2015 R6ndi'n_ COP In August 20,151, the Chula Vista Public Financing Authority (Authority) issued $34,330,000 in 20,15 Certificates of Participation to refinance the City's outstanding 2004 Certificates of Participation (Civic Center PrQject Phase)and a portion of the 2006 Certificates of Participation(Civic Center Project Phase 11), fund a reserve fund,and pay the costs incurred in connection with the execution and delivery of the Certificates. The refunding resulted in a difference between the reacquisition price and the net carrying amount of the old, debt of$445,970, which is reported as a deferred outflow of resources in,. the accompanying financial statements and amortized over the remaining life of the refunded debt. The City completed the refunding to reduce its total debt service payments by$,4,384,723 and to obtain an economic gain (difference between the present values of the old and new debt services payments) of $3,,073,,833. The source of repayment of the certificates is the lease payments,to be made by the City to the Authorlty. Should the City default under the "Lease, the Trustee, as assignee of the Authority, may terminate the Lease and re-lease the Leased Premises or may retain the Lease and hold the City liable for all Lease Payments thereunder on an annual. basis. Under no circumstances will the Trustee have the right to accelerate Lease Payments. Interest is payable ser ni-annually on.March. I and September I of each year, commencing March 1, 2016. The certificates mature in 2034 and,principal is payable on March I each year, commencing October 1, 2015. As of June 30, 2020, the outstanding balance is $261775,000. The annual debt service requirements, for the 2015 Certificates of Participation outstanding at June 30, 2020, are as follows: Year Ending June 30�, Principal Interest Total 20121 $ 11860,,000 $ 11069,013 $ 2,929,013, 2022 1,945,000 976,013 21921,013 20123 2,0140,000 878,763 2,918,763 20,24 211.45,000 776,763 21921.1763 20,25 2,210,000 712,08 2,,922,688 2026-2030 8f945,,000 21391.11.75 11133611.75 2,031-20,34 7/630f000 775,319 81405,319 Total $ 26,775,000 $ 71579,734 $ 3,4135411734 2021-03-02 Agenda Packet 81 Page 250 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) A. Cert�ficates of Participation (Continued) 2016 Ref indi'm COP In July 2016, the Chula Vista Public Financing Authority (Authority) issued $8,,600,000 in 20,16 Certificates of Participation (Certificates) to current refund all of the City's outstanding 20,06 Certificates, of Participation, (Civic Center Project—Phase 2), to satisfy the reserve requirement with respect to the Certificates, and to pay the costs of issuance of the Certificates. The refunding resulted in a difference between the reacquisition price and the net carrying amount of the old debt of $221..,204, which. is reported, as a deferred outflow of resources in. the accompanying -financial. statements and amortized over the remaining life of the refunded debit. The City completed the refunding to reduce its total debt service payments by $1,144,525 and to obtain an economic gain (difference between the present values of the! old and new debt services payments) of$973,849. The source of repayment of the certificates is the lease payments to be made by,the City to the Authority. Should the City default under the Lease, the Trustee, as assignee of the Authority, may terni.i.nate the Lease and re-leas,e the Leased Premises or may retain the Lease and hold the City liable for all Lease Payments thereunder on an annual basis. Under no circumstances will the Trustee have the right to accelerate Lease Payments.Interest is payable serni-annually on March. I and,September I of each.year, commencing March 1,2017. The certificates mature in 2036 and principal is payable on March I each year, commencing March 1, 2027. As of June 30, 2020, the outstanding balance is $8,600,000. The annual debt service requirements for the 2016 Certificates of Participation outstanding at .lune 30., 2020, are as follows: Year Ending June 30, Principal, Interest Total 2021, $ - $ 282f550 $ 282,,550 2022 - 282,550 282,550 2023 - 282,550 282,,550 20124 - 282,,550 282,550 2025 - 282,550 282,550 2026-2030 3,0180,000 1,277f450 4,357,450 2031-2035 41525,000 573,500 51098,500 20136 995,000 29,,850 11024,850 Total $ 8f6001000 $ 3,293,550 $ 1.1.,89 ,550 2021-03-02 Agenda Packet 82 Page 251 of 484 CITY OF CHULA.VISTA NOTES TO BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 301,2020 Note 6—Doing-Term Debt(Continued) Governmental Activities Long-,Term Debit(Continued) ..B. Lease.Revenue.Bon dv Classification Balance Debt Debt Balance Due Yd'thin Due in More July 1,2019 issued Retired June 301,2020 One Year Than One Year -1 2016 Lease Revenue Refunding Bonds, $ 21001000 $ $ 111370,000 $ 20,1430,000 $ 11141000 $ 19M201000 2017 Lease Revenue Bonds 50,475,000 a,610,000 44,870,000 5,885,000 38,985,000 2017 Lease Revenue Bonds,Series A 12,045,000 - 12,045,000 - 12,045,,00() 2017. Lease Revenue Bonds,Series B 105,000 ----- 105,000 980,000 105,000 875,000 Total $ 85,405,000 $ $ 70000 $ 78X5,()00 $ 71400N0 $ 70,925,000 20.16 Lease Revenue R&ynding Bond In July 2016, the Chula Vista Municipal Financing Authority (Authority) issued $25,885,000 in 2016 Lease Revenue Refunding Bonds to refinance an existing lease by, advance refunding the City's outstanding 201.0 Certi.-ficates of'Participation, (Capital Facilities Refunding Projects) and to pay the costs of issuance of the Bonds. The refunding resulted in a difference between the reacquisition price and the net carrying amount of the old debt of$4,88,948, which is reported as a deferred outflow of resources, in the accompanying financial statements and amortized over the remaining life of the refunded debt. 'The City con-ipleted, the refunding to, reduce its total debt service payments by $2,167,047 and to obtain an economic gain (difference between the present values of the old and new debt services payments)of$2,293,7918.The source of repayment of the certificates is the lease payments to be made by the City to the Authority. Should the City default under the LeaseAgreernent,the Trustee, as assignee of the Authority, may terminate the Lease Agreement and re-lease the Leased Property or may retain the Lease Agreement and. hold the City liable for all Base Rental Payments thereunder on an annual basis. Under no circumstances will the Trustee have the right to accelerate Base Rental Payments. Interest is payable semi-annually on November I and May I of each year, commencing November 1, 2016. The certificates mature in 2033 and principal is payable on May I each year, commencing May 1, 2017. As of June 301, 2020, the outstanding balance is $20,430,000. The annual debt service requirements for the 2016 Lease Revenue Refunding Bonds outstanding at June 30,, 2020, are as follows: Year Ending June,30, Principal Interest Total 2021 $1 11410,,000 $ 739,075 $ 21149,075 2022 1,46 ,000 682,675 2,,1421675 2023 11520,000 624,275 2,,14,41275 2024 11585,000 563,475 211.48,475 2025 11645,000 500,075 21145,075 20,26-2030 9,070,000 1,,662fOOO 1.0,,732fOOO 20,31-2033 31740,000 220,063 3,960,063_ Total $ 20,430,000 $1 41991,638 $1 25,421,638 2021-03-02 Agenda Packet 83 Pae 252 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) B. Lease.Revenue-Bonds(Continue)) 2017 Lease Revenue Bond,� In June 2017, the Chula Vista 'Municipal Financing Authority (Authority) issued $61,355,000 in 20,17 Lease Revenue Bonds to finance infrastructure, facilities and equipment and to pay the costs of the issuance of the Bonds. Should the City default under the Lease Agreement,the Trustee, as assignee of the Authority, may terminate the Lease Agreement and r -lease the Leased Property or may retain the Lease Agreement and hold the City liable for all. Base Rental. Payments thereunder on an annual basis. Under no circa. stances will. the Trustee have the right to accelerate Base Rental. Payments. Interest is payable semi-annually on November I and May I of each year, commencing November 1, 2017. The bonds mature in 2027 and principal is payable on May I each year, commencing May 1, 2019. As, of June 30, 2020, the outstanding balance is $,44,870,000. The annual. debt service requirements for the 2017 Lease Revenue "Bonds outstanding at June 30, 2020, are as follows: Year Ending June 30, Principal Interest Total 2021 $ 518851000 $ 21243,500 81128,500 2022 61185,000 1,,9491250 81134,,250 2023 61180,000 L6401000 71820,000 2024 61175,000 11331,000 7,506,000 2025 6,485,000 1/0221250 71507,,250 2026-2027 13,960,000 1,055,500 151015,500 Total $ 44,,870,000 $ 91241,,500 $ 54,111,500 2017 Lease Revenue Bonds, Series A (Nevis Clean Renewable Ene Bonds—Federall TaxabjCj InDecember 2017, the Chula Vista Municipal Financing Authority(Authority) issued $12,045,000 in 2017 Lease Revenue Bonds, Series A (New Clean Renewable Energy Bonds—Federally Taxable), to -finance photovol.taic energy systems at various City Eacilities,to capitalize interest on the Bonds and to pay the costs of issuance of the Bonds. Should the City default under the Lease Agreement,the Trustee, as assignee of the Authority, either may terminate the Lease Agreement and re lease the Leased Property, or may retain the Lease Agreement and hold the City liable for all Base Rental Payments thereunder on an annual basis. Under no circumstances will the Trustee have the right to accelerate Base Rental Payments. Interest is payable serni-annually on. December 1. and June I of each year, commencing June 1, 2018. The bonds mature in 2049 and principal is payable on December I each year, commencing December 1,2021. As of June 30, 2020,the outstanding balance Is $12,045.,000. 2021-03-02 Agenda Packet 84 Page 253 of 484 CITY OF CH LA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) B. Lease.Revenue-Bonds(Continue)) 2017 Lease Revenue.Bondy, Serie�y A (Svc w (Dean Renewable EneLg Bond, —Federally I axa �Continued) The annual debt service requirements for 2017 Lease Revenue Bonds, Series A(New Clean Renewable Energy Bonds—Federally Taxable) outstanding at June 30, 2020, are as follows: Year Ending June 30�, Principal Interest Total 20,21 $ - $ 485,781 485,781 20,22 40,000 485,262 525,262 20,23 50,000 484,045 534,045 20,24, 65,000 482,374 547,3174 20,25 105/000 479,,753 584,,753 2026,-2030 9135,000 2/325,903 31260,903 2031-2035 1/880t000 21059,951 31939,f951 2036,-2040 2148OfOOO 1/634,598 41114,598 2041-2045 31230/000 1f054,156 4/284/156 2046-2050 31260/000 287,280 31547/280, Total $ 12,0145,000 91,779/103 $ 21,824,103 2017 Lease Revenue Bond,�,, Sel,-ies B -Exein, In December 2017, the Chula Vista Municipal Financing Authority (Authority) issued $1,085,000 in 20,17 Lease Revenue Bonds, Series B (Tax-Exempt),to finance photovoltaic energy systems at various City facilities, to capitalize interest on the Bonds and to pay the costs of issuance of the Bonds. Should the City default under the Lease Agreement, the Trustee, as, assignee of the Authority, either may terminate the Lease Agreement and re-lease the Leased Property, or may retain.the Lease Agreement and hold the City liable -for all Base Rental Payments thereunder on an annual basis,. Under no circumstances will the Trustee have the right to accelerate Base Rental Payments. Interest is payable serni-annuafly on December I and June I of each year, comrn-encing June 1, 2018. The bonds mature in 2029 and principal is payable on December I each year, commencing December 1, 2019. As of June 30, 2020,, the outstanding balance is $9801,000. 2021-03-02 Agenda Packet 85 Page 254 of 484 CITY OF CH LA VISTA NOTES To ASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) B. Lease.Revenue-Bonds(Continued) 2017 Lease Revenue Bondv, Series B ffiax-Exempoii,LCionrinuedi The annual debit service requirements for 2017 Lease Revenue Bonds, Series B (Tax-Exempt), outstanding at June 30, 2020, are as follows,: Year Ending June 301, Principal Interest Total 2021 $ 1015101010 $ 37f1.00 $ 142,f1..00 2022 1. 5,01010 32,900 137,900 2023 1101,01010 28f,600 13,8/600 2024 1101,01010 24,200 134,200 2025 1101,01010 191,8100 129f8i00 2026-2,0129 44011010101 35,200 475,200 Total $ 98011,01010 $ 1.7718100 $ 1115718100 C. Section 10,8 Loan In June 2008,the City entered into a Contract for Loan Guarantee Assistance with the U.S.Department of Housing and Urban Development ("HUD"), as part of the Section 10,8 Loan Program in the amount Of$9,500,00101. The Section 1018, Loan is an"advance"of future CDBG entitlement funds and', as such, is repaid with a portion of the City's annual entitlement. Proceeds of the loan will be used to fund multiple capital improvement projects. Debit service payments will be made with future CDBG entitlements for 20 years, with interest payments beginning with fiscal year 2009. On November 27, 2018, the City received notice from HUD regarding the opportunity to refinance the existing Section 108 Loan from an average of 5.19% interest rate(2 019 through 20 8)to an estimated average of 3.23% interest rate (2019 through 2028). On December 6, 2018, the City notified HUD of its election to redeem the current note. The City signed the agreement for the refinancing on January 23, 2019. No changes were made to the term of the loan. As of June 30, 2020, the outstanding balance is $5,418,000., The annual debt service payments are as follows: Year Ending June 30, Principal Inte,riest Total 20,21. $ 492,000 $ 141,650 $ 633,650 20,22 51.61000 128,746 644,746 2023 542,000 1,15,213 657,21.3 2024 5619f000 1001,863 6691863 20,25 597,000 85,450 682,450 202,6-2029 2,702,000 1.62f146 21864,146 Total $ 5,418,000 734f068 $ 611521068_ 2021-03-02 Agenda Packet 86 Page 255 of 484 CITY OF CHULA VISTA NOTES TO BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 301,2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-,Term Debit(Continued) .D. NoesPayable Classification Balance Debt Debt Balance Due within Due in More June 301,2019 Issued Retired June 30,2020 O,ne Year 'Iban One Year Taxable ECB Lease Purcliase Agreenient $ 1,072,940 $ - $ '191,l 24 881,816 $ 192,864 $ 68 8,952 California Energy Coininission(CEC)Loan#2 11111,0120 - 144,599 966,421 149,292 817,12: California Energy.Commission(CSC")Loan#3 545,064 - 179,170 365,894 18 1,686 184,218 SDG&E OBF Loan#I (Parkway Boiler) 17,0,33 - 8,519 8,514 8,514 - Total CEC Loans/SDG&E On Bill Financing 1,673,117 - 332 288 1,340,829 339,492 1,001,337 Total $ 2,746,0157 - $ 523,412 $ 2,222,645 $ 532,350 $ 1,690,289 Taxable QECB LeaselPitrichas e Agreement On December 31, 2012,, the City entered into a lease purchase agreement with. a private party to, purchase certain energy conservation equipment. The lease/purchase agreement would bridge the financial gap between the Municipal Street Listing Retrofit Preject capital costs and the available rebates for energy conservation equipment. As of June , 20201 the outstanding balance is $881,816. The annual debt service requirements are as, follows: Year Ending June 30, Principal Interest Total 2021. $ 1-92f864 $ 33,015 $ 225,879 2022 1 94,619 25,360 219,979 2023 196f391 17,636 21.4, 277 2024 1981177 9,,841 208,,018 2025 99,'765 1,975 101,740 Total. $ 881,816 $ 87,827 $ 969f643 Califiornia EnefgLc Commission Loan,�ISDG&E On-Bill Fina On September 25, 20017, the City Council approved Resolution 201017-241 authorizing the City's participation in the California Energy Commission ("CEC") and the SDG&E On-Bill Financing program. The loans would bridge the financial gap between energy conservation, project capital.costs, and the available rebates for energy conservation,.equipment. 2021-03-02 Agenda Packet 87 Pale 256 of 484 CITY OFC.HULA VISTA NOTES TCS.Bi.ASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 3019 2020 Note 6-Long-iTer,m Debt(Continued) Governmental Activities Long-Term Debit(Continued) ,D. Notes.Pay (Continued) Cali nia En ion LoansISDIG&E On-Bill Financin L,*o,r e,tgy Commiss g(�ontinuedj As of June 30, 2020, the outstanding balance is $1,340,829. The annual debt service requirements are as follows: Year Ending June 30, Principal Interest Total 2021 $ 339,492 $ 31,078 $ 370,5701 2022 337,311 24,745 362,056 2023 158,453 18,717 177,1701 2024 163/208 13,962 177,1701 2025 168,175 8,995 177,170, 2026 174,190 3,912 178,1012 Total $ 1.1340,829 $ 1011409 $ 1.14421238 E. Capital Leases C I ass ification Balance Debt De b,t Balance Due within Due in More July 1,2019 Issued Retired June 30,2020 One Year Than One Year Solar Enet-gy Firiaricing 1,233,725 $ 68,576 1,165,,149 74,259 $ 1,090,890 Osh.N-osh.Capital. 1,76,288 86,888 89,400 89,400 - MarlM Paiiasoriiie 26,326 26,326 - - - PNC EqUillilliCtIt 941,075 122,075 819,(.)()(.) 125,981 693,019 JP Mot-gaii 1:qL11Pt1'1011t I case 1,004,041 '1 1 6,3 62 887,679 1 18,864 768,815 Mo(orola PSA EqUiPITIC11t Lease 1,183,510 13,2,01 1 1,05 1,499 136,275 915,224 Mail Foldhig Machine Lease 14,291 3,459 1 0,832 3,573 7,259 BC1 Capital Lease Payable-26 Vehicles 664,735 379,848 284,887 284,887 - JP Morga.ii EqUipi-nent Lease- Pici-ce Ari-ow XT - 720,786 60,917 659,869 63,160 596,709, Dell MI C:" - 303,,014 82,390 220,624 69,366 151,258 "To t a 1 5,243,991 $ 1,023,800 $ 1,078,852 5,188,939 $ 965,765 $ 4,223,174 Solar Ener~gv.Financin On. July 23, 201.3, the City Council. approved Resolution 2013-149 authorizing the City to utilize a $2,121,5001 Tax-Exempt Facility Lease Purchase Agreement with Banc of America, which would be repaid through the annual energy cost savings. 2021-03-02 Agenda Packet 88 Pale 257 of 484 CITY OF CHULA VISTA NOTES TCS ASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) ..E. CapitalLeases (Continued) The future minimum lease obligation and the net present value of these Minimum lease payments as of June 30, 2020,, are as follows: Year Ending June 30, Principal Interest Total 20,21 $ 74,259 $ 45,339 $ 119,598 20,22 801,242 42,346 122,588 2023, 86,540 39111.3 1251653 20,24 93,166 3,51629 128,795 20,25 10101,136 3,11878 132,014 2026-2030 618,400 92t859 711,259 20,31 112,406 2,993 115,399 Total $ 1,1651149 $ 290,157 $ 1.1455,306 0sh Kosh Capital On October 1, 2013,the City Council approved Resolution 2013-204 authorizing the City to enter into a seven-�year lease purchase agreement with Osh Kos.. Capital fir the acquisition of a Pierce Arrow XT Triple Combination Pumper Fire Engine at a price of$578,224. The future minimum lease obligation and the net present value of these minimum lease payments as of June 301 2020, are as follows: Year Ending June 30, Principal Interest Total 2021 $ 89f4OO $ 2,50.3 91,,983 Total, $ 891400 $ 2,583 $ 91,983 .Marlin Panasonic On March 4, 2015, the City Council approved Resolution 201 5-044 authorizing the City to enter into a five-year lease purchase agreement with Marlin Business Bank for the acquisition of 9�9 Panasonic Tout boobs at a price of$377,487. The lease obligation was,paid in full as of June 30,2020. 1 r PNC E �Vmen[Lease qu In November 2015, the City entered into a capital lease agreement with PNC .Equipment Finance for the acquisition of two Pierce Arrow XT Triple Combination Pumper/Fire Engines. The lease term is ten years and the lease amount of $1,285,053 is to 'be paid in annual installments, beginning November 2016. 2021-03-02 Agenda Packet 89 Page 258 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) ..E. CapitalLeases (Continued) The future minimum lease obligation and the net present value of these Minimum lease payments as of June 30, 2020,, are as follows: Year Ending June 30, Principal Interest Total 2021 $ 125,981 $ 26,12018 $ 152/189 2022 130,012 22,177 152,189 20,23 134,174 18,0115 152,189 2024 138,466 13,723 152,189 2025 142,1897 9,292 152,1189 2026 147,470 4,719 152,189 Total. $ 819,000 $ 941134 $ 91.3f134 JP'MoLgan EAuipniere.Lease In August 20,16, the City entered into a capital lease agreement with JP Morgan Chase Bank,N.A. for the acquisition of one Pierce Fire Engine. The lease term is ten years and the lease amount of $1,229,470 is to,be paid in annual installments beginning in August 2017. The-future minirnurn,]..case obligation and the net present value of these rnininium lease payrnents,as of June 301 2020, are as follows: Year Ending ,June 30, Principal Interest Total 2,021 $ 1181864 $ 1910185 $ 137,949 2022 121,419 16,530 137,,949 2023, 124,030 13,91.9 137,949 2O24 126,697 11,252 137,949 2025, 129,421 81528 137,949 2026-20,27 267,,248 8,649 2,751897 Total $ 887,679 $ 77f963 $ 9651642 2021-03-02 Agenda Packet 90 Page 259 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Activities Long-Term Debt(Continued) ..E. CapitalLeases (Continued) Motorola Solutions CAD Eip ent Lease In July 2017, the City entered into a capital lease agreement with Motorola Solutions, Inc. for the I acquisition of a PS,A System. The lease!term is ten years and the lease amount of$1,351,409 is to be paid in annual, installments beginning in July 2018. The future minimum lease obligation and the net present value of these minimum lease payments as of June 30, 2020, are as follows: Year Ending June 30, Principal Interest Total 2021 $ 136,275 $ 33,,963 $ 1701,,238 2022, 140,677 29,562 170f239 2O23 145,220 25,0118 1701f238 2024 149,911 20,1327 1701f238 2025, 154,,753 15,485 1701,238 2026-20,27 324,663 15,813 3401,476 Total $ 1),01511499 $ 1401,168 $ 11191,,667 Mail Folding Machine Lease In. January 201.8, the City entered into a capital lease agreement with. Mail Fina.tice, Inc. -for the acquisition of a mail folding machine. The lease term is ten years and,the lease amount of$17,245 is -1 1 to be paid in annual installments beginning in J,u I ly 2018. The future minimum lease obligation and the net present value of these minimum lease payments as of June 301 2020, are asfollows: Year Ending June 30, Principal Total 2021 $ 3,,573 $ 3,573 2022 3,573 3,573 2023 3,,686 3,686 Total $ 10,,832 $ 10,832 2021-03-02 Agenda Packet 91 Page 260 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30 2020 Note 6—Long-Term Debt(Continued) Governmental Acfivifies Long-Term Debt(Continued) ..E. CapitalLeases (Continued) BCI Ca pita] Vc,,hicle Lease,� In March 2019, the City entered into two capital lease agreements with BCI Capital, Inc. for the acquisition of 26 vehicles. The lease term is two years and the lease amount of$759,697 is to be paid in annual installments beginning in April 20 19. The future minimum lease obligation and the net present value of these minimum lease payments as of June 30, 2020, are as follows: Year Ending June 30, Principal Total 2021 $ 284,887 284f887 Total $ 284,887 $ 284,887 JP-Moi �gyan fquipment Lease In October 2019,the City entered into a capital lease agreement with JP Morgan Chase Bank,N.A. for the acquisition of one Pierce Fire Engine. The lease term is ten years and the lease amount of$720,786 is,to be paid in annual installments,beginning in October 2019. Th.e-future m.irtimurn lease obligatio.n.and the n.et present value of these minimum lease pay.r.rients,as of June 301 2020, are as -follows: Year Ending ,June 30, Principal Interest Total 2021, $ 63,,16 24,1323 $ 871483 2022 65,1488 21.19�95 87,483 2023 67,902 19f, 81. 87f483 2024 70,,405 17, "8 87f483 2,025 73,,,000 14,483 87,483 2026-2028 319,914 30�,O�14 3491928 Total $ 65918�69 $ 127,474 $ 787f343 D�ell.MDC Lease ..In. January 2020, 'th.e City entered into a capital. lease agreement with,. Dell. Financial,. Services or the acquisition of computer equipment. The lease term is four years and,the lease amount of$303,014 is to be paid in annual installments, beginning in January 2020. 2021-03-02 Agenda Packet 92 Pae 261 of 484 CITY OF "H LA.VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30i�2020 Note 6—Doing-Term Debt(Continued) Governmental Activities Long-Term Debit(Continued) .E. CapitalLeases(Continued) Dell MDC Lease (Continuedl The future minimum lease obligation and the net present value of these minimum lease payments as of June ., 2020, are as follows: Year Ending June 30, Principal Interest Total 20121 $ 69,366 $ 13,024 $ 82,390 20122 73,461. 8,929 82,390 20123 77,797' 4,593 82,390 Total $ 220,624 $ 2,6,546 $ 247,170 Fiduciary Funds Long-Term Debt A. Tey Allocation Bonds Classification Balance Debt De int Balance Due within Due in More June 30,2019 Issued Retired June 30,20120 One Year Than One Year Bonds-,Payable: 2016 Tax Allocation Re-funding Bon& 26,265w000 $ 1.1725MOO 24,540,000 1.1770.1000 $ 221770,1000 Unamortized Bond PremiLtni 3,984,629 234,390 3,750,,239 - 3,750,239 Total $ 3,0,249,629 $ $ 1,9�59,390 $ 28,2901,239 $ 1,7701, 010 $ 26,520,239 2016 Tax Allocation Ret? nding Bonds In July 2016, the Successor Agency to the Redevelopment Agency of the City of Chula Vista (the Successor Agency) issued$29,315,000 in 201.6 Tax Allocation Refunding Bonds to refinance the following obligations of the Former Agency: 0 Bayfront/Town Centre Redevelopment Project 20061 Senior Tax Allocation Refunding Bonds, Series A, currently outstanding in the principal amount of$8,770,0001-, 0 front/Town Centre Bay Redevelopment Project 2006 Subordinate Tax Allocation Refunding Bonds, Series,131 currently outstanding in the principal amount of$8,245,000; and 'F'% 0 2008 Tax Allocation Refunding Bonds (Merged Redevelopment Project), currently outstanding in.. the principal amount of$20,450,0001., The refunding resulted in a difference between the reacquisition price and the net carrying amount of the old debt of$1,669,,67'8, which,. is reported as a deferred out-flow of resources in. the accompanying financial statements and amortized over the remaining life of the refunded debt. The City completed the refunding to reduce its total debt service payments by $9,561,410 and to obtain an economic gain (difference between the present values of the old and new debt services payments) of$4,617,835. In the event of default of the payment of the scheduled,principal OT or interest on the 2016 Insured Bonds 2021-03-02 Agenda Packet 93 Pae 262 of 484 CITY OF HU LA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 0,2020 Note 6—Long-Term Debt(Continued) Fiduciary Funds Long-Term Debt(Continued) A. Tax Allocation.Bondv(Continued) when all or some becomes due, the Trustee on behalf of any owner of the 2016 Insured Bonds shall have a claim under the 2 16 Insurance Policy for such payments. The maturity of Insured Bonds shall not be accelerated without the consent of the 2016 Insurer. Interest is payable semi-annually on April I and October I of each year, commencing April 1, 2017. The certificates mature in 2037 and principal is payable on October I each year, commencing October '1, 2017. As of June 30, 2020, the outstanding balance is $24,540,000. The annual debt service requirements for the 201.6 Tax. Allocation Refunding Bonds outstanding at June 30, 2 2 , are as follows,: Year Ending ,June 30,—, Principal Interest Total 2021 $ 11770,000 $ 11020.,800 $ 2,,790/800 2022 11840fO0O 948,,600 2,788, ffl 2023 1.19201000 873,400 2,,793,400, 2024 1,995,000 795,100 21790/100 2025 21075f00O 713/700 2,,788f7OO 2026-2030 71060f000 2,4731175 91533f175 2031-2035 5f36'0,,000 1,,136,,250 61496,250 20 76-20L 37 2f52OfOOO 82,525 2f6O2,,525 Total. $ 24/540,,000 $ 8f043,550 $ 32,,583f550 Pled,aed Revenues The Successor Agency has pledged tax revenues to the repayment of the RDA's debts transferred to it on February 1, 2012 through the final maturity of the Bonds, or early retirement of the Bonds, whichever comes first. Tax revenues consist of Redevelopment Property Tax Trust Fund distributions allocated to the RDA's project areas pursuant to Section 33670 of the Redevelopment Law excluding that portion of such.tax increment revenues required to be paid under tai-sharin reements-unless the payment of such amounts has been subordinated to payment of debt services on the Bonds. Redevelopment Property Tax Trust Fund distributions earned in fiscal year 2020 was, $3,548,780 and total debt service of all Tax Allocation Bonds paid was $2,807,075. The Bonds required 75%, of net distributions. In future years, annual principal and interest payments on the Tax Allocation Bonds are expected to require 75%of Redevelopment Property Tax Trust Fund distributions. Special Assessment Debt—Non-City Obligations Bonds issued. to finance public improvement projects in certain assessment districts are liabilities of the property owners and are secured by liens against the assessed properties. The City acts, as an agent for collection of principal and interest payments by the property owners and remittance of such monies to the bondholders. The City has no obligation or duty to pay any delinquency out of any available funds of the City. Neither the faith, credit, nor the taxing power of the City is pledged to the payment of the bonds. Therefore,, none of the following obligations are included in the accompanying basic financial statements. At June 30, 2020, the special assessment debts outstanding are as follows: 2021-03-02 Agenda Packet 94 Page 263 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 0,2020 Note 6—Long-Term Debt(Continued) Fi'due l'ary Funds Long-Term Debt(Continued) A. Tax Allocation.Bondv(Continued) Original Outstandi ng Amount June 30 2020 - I., Special Tax Revenue Refunding Bonds,Series,2013 $ 7211,100,000 56J851000 Special Tax Revenue Refunding Bonds,Series,2015A 304601000 27,2 5100 Revenue refunding.Bonds,Series 20151B 43,169,51,000 35,35000 CFD 16-1 12128011000 12128000 Industrial.Development Revenue Bonds,2004, Series A-F 251,2 5, 251>500 Total $ 409.0101MOO $ 382,28500 Multi-Famlily Housing Bonds—Non-City Obilligations Bonds issued to finance public improvement and/or affordable multifamily housing projects are liabilities of the developers and are secured by liens against the assessed property. The City has no obligation or duty to pay any delinquency out of any available funds of the City.Neither the faith,credit,nor the taxing power of the City is pledged to the payment of the bonds. Therefore,none of the following obligations are included in the accompanying basic financial statements. At June 30, 2020, the multi-family housing bonds outstanding are as,follows: Orl gi nal Outs tandi ng Amount June 30,2020 2007 A.Ox-fordrerrace Apartments 212761000 1,631, ( 2007 B Oxford Terrace Apartments 2,363,0O�O 21,363,,000 2006 A Teresina Apartment Projects 37,940,1000 37,940,000 2007 C The Landing Apartment 161h7OMOO 555675,183 2013 A Congregational Tower 201540M00 19i3981952 2016 A-1 DUetta Apts Homes, 1.075,1000 71862111.67 2016 A-3 Duetta Apts Homes,Junior 725M00 725,000 2016 B-I Volta Apts Homes 20192500 91997,571 2016 B-3 Volga Apts I lomes Junior 775.00 67500 20 10 A-I Landings 11 Senior 11,786,,233 10,198,040 2005A Rancho Vista 1171500 11245i000 200,3A Rancho Vista 11 148 5,OO{ 8,475,000 2019 A Cordova and Trolley Apartments 614501000 612791918 2019 Series,B-1 St.R.eg,is Part Apartm.ents, 13,30000 13,30000 2019 Series B-2 St.Regis Park Apartments 1,3 , I,3001000 2019 Series B-3 St.Regis Park Apartments 4,400,000 3,139,696 2019. Series B-4 Sub St.Regis Park.Aparti-nents 61800,00 6,800M00 Total $ 178,125,233 $ 136,897,527 2021-03-02 Agenda Packet 95 Page 264 of 484 CITY OF CHULA.VISTA NOTES TCI BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30'�2020 Note 7—Unearned/Unavailable Revenue A. Government-Wide Financial Statements At June 30, 202 0., unearned revenue vas reported as follows: Grants $ 13MI41 Total $ 131141 .B. Govern merata 'ung.Financia/Statements At June 30, 2020, unavailable revenue was reported as follows: Lon g-terrareceival les $ 521233,148 Development impact fees 4,411,152 Miscellaneous 6,432,1155 Total 63,076!455 Note 8—Compensated Absences Government-Wide Financial Statements—Governmental Activities Summary of changes in governmental activities compensated absences for the year ended June 30,2020, is as follows: Classification Balance Balance Due *-*ithin Due in More .June 30,20 19 .QA dclitions Deletions J ung 30,2020 One Year Than One Year Compensated Absences 7,994,831 S 7,657,794 (5,451,918) S, 10,20,0,707 S 6,956,173 3,244,534 The City's liability for vested and unpaid compensated absences (accrued vacation) has been accrued and amounts to $10,200,70,7 at June 30, 2 2 . For the governmental activities claims and judgments and compensated absences are generally liquidated by the general fund. In business-type funds, the liabilities are reported in the fund as the benefits vest and are earned. Cornpensated absences at June 30, 2020, are obligati.ons of the following funds: Goveminental Funds, $ 10.1149,093 Fleet Management 51,614 'Total $ 10,200,707 2021-03-02 Agenda Packet 96 Pale 265 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 8—Compensated Absences (Continued) Governmental-Wide Financial Statements—Business-Type Activities Compensated absences at June 301, 2020, are obligations of the -following fund,s: Clas,sification Balance Balance Due lithe Due in More June 30,20,19 Additions, Deletions June 30,2012 0 One Year Than One Year �1 Compensated Absences $ 6551231 $ 5731)0301 $ (382,475) $ 8451786 $ 48615 H $ 3591275 Development Services $ 582,820 Sewer 262,966 Total $ 845.1786 Note 9—Other Required Fund Disclosures At June 30, 2020the following non-major funds had deficit fund equity: .Fund Type Funds Deficit Capital Projects Residential Construction Tax $ 445,346 Capital Projects Bicycle Facility 4,460 Capital Projects Other Transportation Program 428,477 Debt Service City Debt Service 41 Internal. Service Fleet Management 185,399 Residential Construction x — The Residential Construction Tax Fund had an accumulated deficit of $445,346 due to non-rcirnburs able expenditures that were incurred. The City does not expect to eliminate the deficit. Bicycle Facility—The Bicycle Facility Fund had an accumulated deficit of$4,460 due to non-reimbursable expenditures that were incurred. The City does not expect to eliminate the deficit. Other Transportation Program — The Other Transportation Program. Fund had an accumulated deficit of $428,477 due to non-reimbursable expenditures, that were incurred. The City does not expect to eliminate the deficit. City Debt Service — The Other Transportation Program Fund had an accumulated deficit of$41 due to non-reimbursable expenditures that were incurred. The City does not expect to eliminate the deficit. Fleet ManagementFund—The Fleet Management Fund had an accumulated deficit of$185,399,due to the implementation of GASB 68 & GAS13 75. The City expects to eliminate the deficit in -future years via transfers from other funds. 2021-03-02 Agenda Packet 97 Pae 266 of 454 CITY OF CHULA VISTA. NOTES To.BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 10—Self-Insurance Accrued Li*abi*li*ti*es Cali-fornia employers, including the cities, are required to provide for workers' compensation, when the employees are injured on the job and the City of Chula Vista,in compliance with its workers compensation obligations, has a self-insurance workers' compensation. program.. To administer City of Chula ViSta's workers' compensation program. The City requires,a qualified workers' compensation claims management service company (commonly called "Third Party Administrators," or "'TPA"), to supervise and administer the workers' compensation claims made upon the City's self-insurance program., City Council of the City of Chula Vista authorized the City Manager to execute an Agreement withIntercare I Joldings Insurance Services, Inc., to act as the Third-Party Administrator for the City's Workers' Compensation Program, effective July 1, 2017. The term of this agreement began July 1, 2017 and ended on June 30, 2019 for completion of all Required Services. The Agreement may be extended for up to five (5) additional,. terms and has been.exten.dedthrough.June 301, 2021. The City is self-insured for the first $1,000,0001 per occurrence for workers' compensation liabilities. Excess workers' compensation coverage is obtained through participation in the Public Risk Innovation, Solutions, and Management (PRISM), formerly known as CSAC - Excess Insurance Authority. As of June 30, 2020, the programa,.that offers per occurrence coverage up to $5,000,0010 through.pooled resources and from$5,000,000 to statutory limits via group purchased excess insurance policies. Only, the probable amounts of loss as estlinated by the City's Disk Manager and Attorney, including an. estimate of incurred-�but-not reported losses, have been recorded as liabilities in the accompanying basic I . financia I I statements. There were no reductions in insurance from the prior year and there were no insurance settlements that exceeded coveragein each of the past three years. The aggregate change in.the balance of claimspayable as recorded in,the Governrental Activities sere as, follows.. Claims and. Beginning Changes in C/lairms Balance L�stiixutes Payments Ending Balance 2017-2018 $ 225305i,729 $ 61)061,239 $ (5,486,,263) $ 22,880,705 2018-2019 2200,705 5,663,568 (4,306,980,) 24,237,293, 2019-2020 24,237,293 4,472,938 (4,024,895) 2405,336 The City determines, that $4,000,000 of the $24,,685,336 to be short term. The liabilities for claims and judgments are typically liquidated from the General Fund. 2021-03-02 Agenda Packet 98 Page 267 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 11—Pension Plans ,A. "alifi7rnia,Pubc,Employees"Retirement Plans Plan.Description All qualified permanent and, probationary employees are eligible to participate in the City"s Miscellaneous Plan or the City's Safety Plan,, 'both agent multi p]e-emp loyer defined benefit pension plans administered by the California Public Employees' Retirement System (CalP�ER S , which acts as a common investment and administrative agent for its participating member employers. Benefit provisions under the Plans are established by State statute and City resolution. CalPERS issues publicly available reports that include a -full description of the pension plans regarding benefit provisions, assumptions and membership information that can be found on the CalPERS,website. Benefits Provided CalPERS provides, service retirement and disability benefits, annual cost of living adjustments and death benefits to, plan memers, who must be public employees and beneficiaries. Benefits, are based on years of credited service, equal to one year of full-time employment. Members with five years of total service are eligible to retire at age 50 (52 under PEPRA) with. statutorily reduced be All. members are eligible for non-duty disability benefits after 10 years of service. The death benefit is one of the following: the Basic Death Benefit, the 1957 Survivor Benefit, or the Optional Settlement 2W Death Benefit. The cost of living adjustments for each plan are applied as specified by the Public Employees,' Retirement Law. 2021-03-02 Agenda Packet 99 Page 268 of 484 CITY OF CHULA VISTA NOTES TO.BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 309 2020 Note 11—Pension Plans (Continued) ,A. Califirnia,Public Employees'Retirement.Plams (Continued) Ben�fits.Provided(Continued) The Plan's provisions and benefits in effect at June 30, 2020, are summarized as follows: Miscellaneous Plan Tier I Tier 2 P,EPRA New Member on or after Prior to April 22,2011 but prier to New Member on or hire date April 22,2011 January 1,20 13 after January 1,2013 Benefit-formula 3%(4) 60 2%C(i),60 2%((_e,62 Bene-fit vesting schedule 5 years service 5 years service 5 years service Benefit payments monthly for life monthly for life monthly for life Retirement age 50 50 52 Monthly benefits,as a%of eligible compensati©n 2.0%to 3.0% 1.0° 2%to 2.418%, 1.0%to 2.5% Required employee contribution rates 8. % 7.0% 6.75% Required employer contribution rates 31.545% 31.545% 1.2.757% Safety Fire Plan Tier I* Tier 2 PEPRA New ember on or Prior to after April 22,2011 but New Member on or hire date April 22,,2011 prior to January, 1,2013 after January 1,20 13 Benefit formula 3%Ca) 50 3%Cd 55 2.7%@ ,57 Benefit vesting schedule 5 years service 5 years service 5 years service -.0 i Benefit payments monthly for life monthly-f r 1,-fe monthly for life Retirement age 50 50 50 Monthly benefits,as a%of eligible compensation 3.00% 2.4%to 3.0% 2.0'%,to 2.7% Required employee contribution rates 9.0% 9.0% 1.2.25% Required employer contribution rates 35.570% 35.570% 24.095% Safety Pol ice Plan Tier I* Tier 2 PIRA. 'New Member on or Prior to after April 22,20 11 but New Member on or Hire date April 22,2011 prior to January 1,2013 after January 1,2013 Benefit formula 3%(e�,50 3%(a-,),55 2.7%Ca) 57 Benefit vesting schedule 5 years service 5 years service 5 years service Benefit payments monthly for life monthly for life monthly for life Retirernent age 50 50 50 Monthly benefits,as a%of eligible compensation 3.00% 2.4%to 3.0% 2.0�%to 2.7% Required employee contribution rates 9.0% 9.0% 12.25% Required employer contribution rates 35.570% 35.570% 24.095% *Closed to new entrants 2021-03-02 Agenda Packet 100 Page 269 of 484 CITY OF CHULA VISTA. NOTES To ASS FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 11—Pension Plans (Contlinued) ,A. Califi7rnia,Pulic-EEMP10yees'.retirement.Plans (Continued) Employees Covered At June 30., 2020,t owing employees were covered by the benefit terms of the plans: Miscellaneous Plan Inactive employees or beneficiaries currently receiving benefits 820 Inactive employees entitled to but not yet receiving benefits 672 Active employees 607 Total 2,099 Safety PI an Inactive employees or beneficiaries currently receiving benefits 365 Inactive employees entitled to but not yet receiving benefits III Active employees 348 Total 824 Contribution Section 20814(c) of the California Public Employees' Retirement Law requires that the employer contribution rates for all public employers be determined on an annual basis by the actuary and shall be effective on the July 1, following notice of a change in the rate. Funding contributions for both Plans are determined annually on an actuarial basis as of June 30 by CalPERS. The actuarially determined rate is the estimated amount necessary to finance the costs of benefits earned by employees,during the year, with. an. additional,. amount 'to finance any unfunded. accrued liability. The City is required to contribute the difference between the actuarially determined rate and the contribution rate of employees. $16,244,599 and $15,445,861 of contributions, for the Miscellaneous and Safety Plan respectively', were recognized as a reduction to the net pension liability for fiscal year ending June 301 202o. Net Pension Lt*ability The City's net pension liability for each Plan is,measured as the total pension liability, less,the pension plan's fiduciary net position. The net pension liability of the Plans is measured as of June 30, 2019, using an.annual. actuarial,.valuation.as ol..Jun.c 30, 2018 rolled-forward to June 30, 2019 using standard,update procedures.A summary,of principal assumptions and,methods used,to determine the net pension liability is shown below. 2021-03-02 Agenda Packet 101 Page 270 of 484 CITY OF CRURA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 11—Pension Plans (Contlinued) ,A. Califi7rnia Pul Emploge es'Retirement.Plans (Continued) Vet.Pens i*on :debility(Continued) The total, pension liabilities in the June 30, 2018 actuarial valuations, were determined using the following actuarial assumptions: Actuarial Cost Method Entry Age Normal in accordance with the requirements of G-ASB Statement No. 68 Actuarial Assumptions Discount Rate 7.1.5% Infl ati on 2.50% Salary Increases Varies by Entry Age and, Service Mortality Rate Table (I Derived.using Cal P ERS' Me mbe rs,hi p Data fo r al I Funds Post Retirement Benefit Contract COLA,up,to 2.0%-until. Purchasing Increase Power Protection Aflowance Flour on Purchasing Pow r applies, 2.50%thereafter (1) The mortality table used was developed based on CaIPERS' specific data. The table 'includes 15 years of mortality improvements 'using Society of Actuaries Scale 90% of scat MP 2016. For more details on this tai' le, please refer to the December 2017 experience study report (based on. CaIPERS, demographic data from 1997 to 2015) that can be found on the CalPERS website. Dl*scount Rate The discount rate used to measure the total pension liability was 7.15 percent. To determine whether the municipal bond rate should be used in the calculation of the discount rate for each plan, Cal-PERS stress tested plans that would most likely result in,. a discount rate that would be different fromthe actuarially assumed discount rate.The tests revealed the assets would not run out.Therefore,the current 7.1 5 percent discount rate is appropriate, and the use of the municipal bond rate calculation is not deemed necessary. The long-term. expected di.scount,rate of 7.15 percent Is applied to al.1 plans in. the Public Employees' Retirement 'Fund, (PERF). The cash -flows -used, in the testing were developed assuming that both members and employers will make their required contributions, on time and as scheduled in all future years. The stress test results, are presented in a detailed report called "GASB Crossover Testing Report" that can be obtained at CaIPERS website under the GASB Statement No. 68 section. 2021-03-02 Agenda Packet 102 Pale 271 of 484 CITY OF CHULA VISTA. NOTES TO ASI FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 11—Pension Plans (Continued) ,A. Califi7rnia,Puc-LEMP10yees'.retirement.laps (Continued) Discount Rate (Continued) The 1011g-term expected rate of return on pension plan investments was determined using a building- Block method in which expected future real rates of return, (expected returns, net of per plan investment expense and inflation) are developed for each major asset class. In determining the long-term expected rate of return, staff took into account both short-term and long-term.market return expectations as well as the expected pension fund(PERF) cash flows. Taking into account historical returns of all the Public Employees Retirement Funds' asset classes (which includes the agent plan. and two cost-sharing plans, or PERF A, B, and C funds), expected, compoundgeometric ( I , ) returns were calculated over the short-term (first 10 years) and the long-term (11-60 years) using a building-block approach.Using the expected nominal retums for both short-term and long-term, the present value of benefits was calculated for each P fund. 'The expected rate of return was set by calculating the single equivalent expected return that arrived at the same present value of benefits for cash. flows as, the one calculated using both, short-term. and 'long-term. returns. The expected rate of return was then set equal to the single equivalent rate calculated above and rounded down to the nearest one quarter of one percent., The table below reflects long-term expected, real rate of return by asset class. The rate of return was calculated using the capital market assumptions applied to determine the discount rate and asset allocation. NewStrategic Real return Years Real Return Asset Class Allocation 1 -1.0 (l) Years 11.+(2) Global Equity 50.00% 4. 0% 5.98% Global Fixed Income 28.00 1.00 2.62 Inflation Sensitive 0.00 0.77 1.81 Private Equity 8.0 .30 7.23 Real Estate 13. O 3.75 4.93 Lie_u id ity 1.00 0.00 (0.92) (1) An expected inflation of 2.00% used for this period. (2) An expected inflation of 2.92% used for this period. 2021-03-02 Agenda Packet 103 Page 272 of 484 CITY OF CHULA VISTA NOTES TO BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 11 —Pension Plans (Continued) A., California Public Employees'Retirement Plans (Continued) Changes in the Net Pension Liability The following table shows the changes in net pension liability recognized,over the measurement period,. PVI iseelleancoups Plan Increase(Decrease) Total Pension Plan Fiduciary Net Pension Liability Net Position Liability/(As sets) (a) (b) (c)=(a)-(b) Balance at:6/30/201.8(Valuation Date) $ 551,128,616a 376,119,210 $ 175009,406 Changes Recognized for the Measurement Period: Service Cost 8,696,267 - 8,696,267 Interest on the'Total.Pension Liability 38,721,727 38,721,727 Difference between Expected and Actual Experience (413,302) - ('413,302) Contribution frorn the Employer 16,244,599 (16,244,599) Contributions from Employees 3,592,996 (3,592,996) Net Investment Income 241$6001)973 (24,600,973) Benefit Payments including Refunds of Employee Contributions (27,001,672) (27,001,672) - Administrative Expense (268,407) 268,407 Other Miscellaneous Income/(Expense) 875 (875) Net Changes During 2018-19 2090039020 1711691364 2,833fi56 Balance at:6/30/2019(Measurement Date) $ 571,131,636 $ 393,1288,574 $ 177,843,062 Safety Plan Increase(Decrease) Total Pension Plan Fiduciary Net Pension Liability Net Position Liability/(Assets) (a) (b) (c)=(a)-(b) Balance at:6/30/2018(Valuation Date) $ 515,913* 7050 $ 369402125 $ 146,510,925 Changes Recognized for the Measurement Period: Service Cost 12,267,03 1, - 12,267,031 Interest on the Total Pension Liability 36,853,969 36,853 969 Difference between Expected and Actual Experience 4,868,911 - 4,868,911 Contribution trona the I";,rnploycr - 15,445,861 (15,445,861) Contributions from Employees 3,966,723 (3,966,723) Net Investment Income 241248,349 (241)2481349) Benefit Payments including Refunds of Employee Contributions (22,950,693) (22,950,693) - Adrninistrative Expense (263,613) 263,613 Other Miscellaneous Incoi-ne/(Expense) - 858 (858) Net Changes During 2018-19 31,0391218 20,4471485 10,591,733 Balance at:6/30/2019(Measurement Date) $ 546,19521,268 $ 389,8491610 $ 157,1029658 2021-03-02 Agenda Packet 104 Pale 273 of 484 CITY OF CHULA VISTA NOTES TO BASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 309 2020 Note 11 —Pension Plans (Continued) A., California Public Employees'Retirement Plans (Continued) Sensitivity of the Net Pension Liability to Changes in the Discount Rates The following presents the net pension liability of the Plans as of the measurement date, calculated using the discount rate of 7.15 percent, as well as what the net pension liability would be if it were calculated using a discount rate that is I percentage-point lower (6.15 percent) or I percentage-point higher(8.15 percent)than the current rate: Discount Rate- 1% Current Discount Rate Discount Rate+1% (6.15%) (7.15%) (8.15%) Miscellaneous Plan 252,306217 177,1843,062 $ 1161203,07 Safety Plan 235,591,565 157,102,658 931P541)105_ TOTAL 487,8971782 334,9459720 209,257,992 Pension Plan Fiduciary Net Position Detailed information about the plans' fiduciary net position is available in the separately issued CaIPERS financial reports. See Ca1PER,S website for additional information. Pension Expense and Deferred Outflows and Deferred Inflows of Resources Related to Pensions For the year ended June 30, 2020, the City of Chula Vista incurred a pension expense of$18,920,142 and $331,216,631 for the Miscellaneous and Safety Plans, respectively, for a total pension expense of $52,130,773. At June 30, 2020, the City of Chula Vista has deferred outflows and deferred inflows of resources related to pensions as follows: Deferred Outflo"s of Deferred Inflow's of Resources Resources NIUscellancous Plan Pension contributions subsequent to measurement date $ 10,890,567 $ - Difference between Expected and Actual Experience - 2,152,113 Changes of Assumptions 995,552 Net Difference between Projected and Actual Earnings on Pension Plan In vestinents - 2,444,062 Total 10,890,567 5,591,727 Safety Plan Pension contributions subsequent to me a S U remen t date 24,641,503 - Difference between Expected and Actual Experience 4,016,393 648,877 Changcs of Assumptions 11,397,426 1,232,310 Net Difference between Projected and Actual Earnings on Pension Phan Investments - 1,975,150 Total 40,055,322 3,856,337 Total All Plans S 50,945,889 S 9,448,064 2021-03-02 Agenda Packet 105 Page 274 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 11—Pension Plans (Continued) ,A. Califi7rnia,Puc Employees'.retirement laps (Continued) .Pension-Expense and.De f�rred Outflows and Deferred Inflows of'Resotirces. "elate d'tol.Pensions (Continued), The $10,890,567 and $24,641,503 for the Miscellaneous and Safety Plan, respectively, reported as deferred outflows of resources related to contributions subsequent to, the measurement date will be recognized as a reduction of the net pension liability in the year ended June 30, 2021. Other an reported as deferred outflows or deferred inflows of resources,related to pensions will be recognized as pensionexpense as follows: Miscellaneous Plan S afety Plan Total Measurement Period ended June 30: Deferred,Outflovis/(Intl oiNs,)of Re s ources 2020 (1,860,678) S 7,7 .0 31 $ 5,8,591953 2021. (3,5�OO�,48,9) 21489,970 (1,010,51.9) 2022, (622,338) 481184 (574,1.54) 2023 391,778 1.,2981697 1 00,475 B. Dqfined Contribution Pension Plan The City provides pension plan benefits for all of its part-time hourly employees through a defined contribution plan (Public Agency Retirement Plan). In a defined contribution plan, benefits depend solely on amounts contributed to the plan plus, investment earnings. The plan is administered by Public Agency Retirement Services (PARS). All part-tire employees are eligible to participate Erom. the date of employment. Federal,legislation requires contributions,of at least 7.5%to a retirement plan, and City Council resolved to, match the employees' contributions of 3.75%. The City's contributions for each employee (and interest earned by the accounts) are fully vested immediately. The authority to establish or amend the plan's provisions resides with City Council. For the year ended June 3 , 2020, the City's total hourly payroll (for eligible PARS members) and covered payroll was $2,320,8,8,0. The City made employer contributions of$87,034 (3,.75%, of current covered payroll.), and,employees,contributed $87,034 (3.75% of current covered payroll.). C D�ferred Compensation 457B Plan The City offers to its employees an optional deferred compensation plan created in accordance with Section 457 of the Internal Revenue Code. This plan is available to substantially all employees and allows participants, to defer a, portion of their current income until future years, up to a maximum of $1.8,500 in whole dollars) per calendar year, so as to shelter such funds and earnings from state and federal. taxation. until. withdrawal,. The deferred compensation, is not available to participants until termination., retirement, death, or unforeseeable emergency. This plan is administered through a third-party administrator. The City does not perform the investing function and has no fiduciary accountability for the plan. Thus, plan assets, and any related liability to plan participants have been excluded. from the City's financial statements. At June 30, 2020, the balance in the plan was $1 ,795,13 5. 2021-03-02 Agenda Packet 106 Page 275 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 12—Post Retirement Health Benefits .flan Description The City,provides a"Retiree Healthcare Plan,.., a single employer defined bene-Fit.plan, which allows eligible retirees to purchase healthcare coverageander the City's medical,plan.Retirees pay, 100%of the premiums. Retirees not eligible for Medicare pay the same healthcare premiums as active employees, even though retiree's healthcare costs are greater than that of active employees. This results, in an implied subsidy of retiree's healthcare costs by the City. In fiscal year 2012, the City entered into an agreement with various bargaining groups eliminating the subsidized retiree health care rates for employees hired under the Second Tier CalPERS,Retirement Plan.The City subsequently established a third tier for employee benefits —employees hired in this tier are not eligible for this benefit. The posters ploymen.t.bene-fit is a si,ngle-ernployer plan.. The plan.has not been.audited and there-fore, there is no audited GAAP-basis postemployment benefit plan report available. Employees Covered Tier I. ens.plea y,ces are eligible for retiree health. bene is if they retire fron.-.1 the City on, or after age 50 (unless, disabled) and are eligible for PERS pension. The benefits are available only to employees who retired from the City. Membership of the plan consisted of the following at June 30, 201.9, the valuation date: Active 493 ,Inactive employees or beneficiaries currently receiving benefits, 228 Inactive employees entitled to,but not yet receiving benefits - 21 The information above does not reflect eligible retirees that are in.the process of enrolling in the healthcare plan. Contributions The City offers animplied subsidybenefit paid, from. the City's general fund,. The City's contribution. is based on pay-as-you- . Tier I retirees pay '100%of their individual (subsidized)premium. Retirees under Tier 2 and Tier 3 will pay 100% of the unsubsidized(unblended)health care premiums. 2021-03-02 Agenda Packet 107 Pae 276 of 484 CITY OF CHUL A VISTA NOTES To SI FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 12—Post Retirement Health Benefits (Continued) Total OPER Liability The City's total OPEB liability was measured as of June 30, 2020 and was determined by an actuarial valuation dated June 30, 2019 that vas used to determine the June 30, 20201total OPEB liability,based on, the following actuarial methods and assumptions: Actuarial Cost Method, Entry Age Normal Actuarial Assumptions Contribution.Policy No pre-funding. Discount Rate 2.45% Inflation 0.75% Salary Increases 2.75% Merit-CalPERS 19,97-2015 Experience Study Healthcare cost trend rates 7.00%in first year,trending down to 4.17%over 55 years Mortality Rate Mortality Rate projected fully generational with Scale MP17. Mortality, Retirement,Disability, CaIPERS 1997-2015 Experience Study. Terminations Notes,: (1) Preretirement mortality information was derived from data collected during 1997 to 2015 CaIPERS Experience Study dated December 2017 and post-retirement mortality information was derived from the 2oo7 to 2011 CaIPFRS Experience Study. The Experience Study Reports may be accessed on the CAPERS website www.calpers,.ca.gov under Forms and Publications. (2) The pre-retirement turnover information was developed based on, CaIPERS' specific data. For more details, please refer to the 2007 to 2011 Experience Study Report. The Experience Study ",Report may be accessed on the CalPERS website www.calpers.ca.gov under Forms and Publications. Discount Rate The discount rate used to measure the total OPEB, liability was 2.45 percent. The projection of cash flows used to determine the discount rate assumed that City contributions will be made at rates equal to the actuarially determined contribution rates. The City does not participate in a trust fiduciary fund. 2021-03-02 Agenda Packet 108 Page 277 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 12—Post Retirement Health Benefits (Continued) Changes in the Total OPER Liability The changes in.the Total. OPPB Liability for tie*Plan.are as follows: Increase(Decrease) Total OP EB Liability Balance at June 301,201-19 $ 15,938,213 Changes recognized over the measurement period: Service Cost 921.11271. Interest 51613'71 Differences between.actualand expected experience 517861,481 Changes of assumptions 2.164007 Implicit rate subsidy fulfilled (724,009 Net Changes 9,1401,801 Balance at June 30,,2020 $ 25,0179,0):14 Sensitivity of the Total CPE B Liability to Changes in the Discount Rate The following presents the total OP'EB liability of the City if it were calculated using a discount rate that is one percentage point lower or one percentage point higher than the current rate, for measurement period ended.June 301 20,201: Current 1%Decrease ffiscountRate 1%Increase (1.45%) (2.45%) (3.45%) Total OPEB Liability S 26,3581,483 $ 25M79MI4 $ 220 1,3011 Sensitivity ofthe Total OPEC Liability to Changes in the Health Care Cost Trend Rates The following presents the Total OPEB liability of the City if it were calculated using health care cost trend rates that are one percentage point lower or one percentage point higher than the current rate, for measurement period ended June 30, 2020: Current Healthcare Cost 1%Decrease Trent Rates 1%Increase Total OPEB Liability $ 21,876,846 $ 25,079,014 $ 27,441,272 2021-03-02 Agenda Packet 109 Page 278 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 12—Post Retirement Health Benefits (Continued) OPEB'Expense and Deferred OufflowslInflows of'Resources e'late to OPEB For the fiscal year ended June 301, 2020, the City recognized OP EB expense of$2,130,626. As of fiscal year ended June 30, 2020, the City reported, deferred outflows of resources related to O,PEB from the following sources-. Deferred Outflows Deferred Ina la' of of Resources Resources Differences between,actual and expected experience 4,9881313 $ Changes of assumptions 2,5 86�125 $ 7,1574,1438 Amounts reported as,deferred outflows or deferred inflows of resources related to OPE B will be recognized as O,PEB expense as follows: Deferred Fiscal Year Outflovm/(Inn ON",)of ended June 30: Resources 2020 1,41 6,99 1 2021 1,416,991. 2022 1,4161991 2023 1,414,2+ 9 2024 1,382,504 Thereafter 526,692 $ 775747438 Note 13—Commitments and Contingencies Litigation The City is presently involved in certain matters of litigation that have risen in the normal course of conducting City business. City management believes,based upon consultation with the City Attorney, that these cases, in the aggregate, are not expected to result in a material adverse financial, impact on the City. Additionally, City management believes that the City's insurance programs are sufficient to cover any potential losses should an unfavorable outcome materialize. Grants The City participates, in a number of federally assisted grant programs, including those from the U.S., Department of Housing and Urban Development, U.S. Department of Justice, U.S. Department of Treasury, U.S. Department of Transportation, and the U.S. Department of Education. Receipts, from these grant prograrns are subject to audit to determ.1ne if the m.on.i.es were expended in.accordance with.appropriate statues, grant terms and.regulations. The City believes no significant liabilities will result on this,audit. 2021-03-02 Agenda Packet 110 Pale 279 of 484 CITY OF CRURA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30�2020 Note 13—Commitments and Contingencies (Continued) Construction Commitments The following material construction commitments, existed at June 30, 2020: Expenditures Contract to date as of Remaining Project Name Amount June 30,2020 Commitments Fire Stations Repair/Replace $ 1616501,190 $ 3,234,377 $ 13,415, 113 Encumbrances .At June 30 2020 there were encumbrances of$33 194 950 in the General Fund, $2, 63,045 in the Sundry Grants Fund, $98 in the Housing Successor Agency, $882,,304 in the Development Impact Fee Fund, $3,170,069 in the Sewer Fund,, $,467,318 in the Development Services Fund, and $19,481,523 in the non- major funds. City Loan to Successor Agency The General Fund has loaned a cumulative amount of $91159,925 including interest to the Successor Agency for unreimbursed services rendered by City staff. It is anticipated that the Agency will repay, this loan. from Redevelopment Property Tax Trust Fund distributions. Currently, Redevelopment Property Tax Trust Fund distributions are used. to pay for related debt service expenditures and. possible future debt issuance. As a result, the Successor Agency is uncertain if the amount will be repaid to the City's General Fund. Accordingly,this contingent payable has not been reported in the accompanying basic financial statements. The Agency will record the contingent payable when payment is assured. Successor Agency­Long Range Property Management Plan The City, acting as, the Successor Agency to the Chula Vista Redevelopment Agency, prepared a Long Range Property Management Plan (LRPMP) in compliance with AB 1484. The Successor Agency Oversight Board reviewed and approved the LRPMP on May 12, 2014 and submitted it to the California Department of Finance for review on May 27, 2014. The Department of Finance approved the LRPMP in their July 15, 2014 determination letter. 2021-03-02 Agenda Packet 11 Page 280 of 484 CITY OF CHULA VISTA NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR,ENDED JUNE 30,2020 Note 14-Class iffication of Fund Balances .N,14jor Funds Sundry Grants Housing Municipal Other General Special Revenue Successor Agency Development Public FinminLy Financing Governmental l'und Fund Fund Impact Fund Authority Authority Funds Total Nonspendable Prepaid nerns 182,946 S 675 S 14.7,36 3) S, S 41,519 3 3 7',43 Due from Successor AgencN,of Chula Vista RDA 9,,107,753 - - 9,f 017,753 Total nuns pend able 9,299,599 675 41,549 9,480,186 Restricted SLESF-Local law enforceiricni 588,369, - 588,169 hre lrahihiL)teldnkal rescue I O1,1912 f 01,1 Q Asset f'orleiture 4,059,894 4,059,894 Library services 1441,525 1401,525 1101'w'E Proarain 975,182 975,182 1"nergy corlSej'vatton 39,518 39,518 Cultural arts 12,982 - 12,882 CDBG Home Programs 411,428 411,428 F-Invironmentffl services 1,589,003 1,589,001) Waste nianagement,recycling and en,a iron,grants 240,525 - - 2401,525 C0111111 Lill i ty and 110LISillg development 217,699, 12,2 f 2,84 4 2,821,168 f 5,251,71 f Aninial care services 35,535 - - 35,535 Inmate welfare l'unds 80,893 801,893 Energy Ro7oMng Loan 170,663 1701,663 Fire certification 12,498 12,498 Public I'acilifies 11,436,695 11,436,695 Transportation improvements 33,993,106 19,399,938 53,183,0144 Telegraph Canyon drainage 4,095,664 4,095,664 East Urban Cener nullenia fled Bridge Dll� 5,8041588 38,531,768 44,336,356 Parking meter services - 2,976,414 2,976,414 Traffic signal and safety 2,117,038 148,637 2,2615,,675 Storm draill - 1,437,538 1,437,5:38 Open Space rnaintenance 35,776,642 35,776,642 Telecom UJI4'Fax 103,823 103,823 Mobilchonic Admin F cc 251,511 25'1,5'11 Assessment districts improvement 1,14M84 1,140,784 Town Center 1 155.561 155,561. OR V2 Pub Benefit C,ontribut](Al - - - 388,907 388,907 Total restricted 8,545,288 12,2 12,844 577437,091 103,1721209 181,367,432 Committed Econionic contingency 8,353,512 - - - - 8,353,512 Catastrolipic cm,,cnts confingency 2,729,347 2,729,347 Debt Service 5,321,988 5,321,988 Total committed 11,082,859 5,32 f,988 16,4014,847 Assigned City Council 73,,7019 73,709, City Clerk 401,673 401,673 City Attorney 394 394 Inforniation Technology Services Departnient 134 134 I lunian Resources 41,941 41.941. N on-Departniental 91,782 91,782 Anfinaf Care Services 3,0010 3,000 Fngineering 11,641 11,641 1',"irc Department 28,19'2 28,192 Public Works Department 12,483 12,483 Recreation Department 9,741 - x1,741 Endowments 122,922 122,922 MC,1&H`C,P 5810 25,216,344 - 25,216,344 Measure A Sales Tax 21,966,311 21,91661,3;31. Capital pr(ajeds 11 7,620,493 17,6201,49;3 Pubfic hability 1,012,313 1,012,313 City Diad 384,8�89 384,889 Total assigned 66,514,060 122,922 66,636,982 Unassigned 25,630,,659 - - 13 4101) (878,324) 24,758,035 Total fund balances S 112,524,177 S 8.545,,963 5 12,3641',207 S 57,437,091 S 5,32 9 8 8 S (300), S 102,458,356 298,647,482 Note 15-Prior Period Adjustments The City, recorded prior period adjustments of fund balances and net position during the current year due to the following-, Sundry Grana - The City corrected notes and loans receivable balances causing a total restatement of $91.,17 . housin Succes,�or Agency - The City corrected. notes and an receivable balances causing a total restatement of$6 8,,51 6. Hau,vin g Progi-am_y-The City corrected notes and loans receivable balances causing a total restatement of $4421,840. 2021-03-02 Agenda Packet 112 Page 281 of 484 CITY OF CHULA VISTA. NOTES TOBASIC FINANCIAL STATEMENTS(CONTINUED) YEAR ENDED JUNE 30,2020 Note 16—Subsequent Events On March 27, 2020, in response to the economic fallout of the Coronavirus pandemic in the United States, Congress,passed the Coronavirus .A.id, Relief, and Economic Security Act, also known as the CAR. Act, Which provided $2.2 trillion in. ccoriomi,c sti,.rnulus fundi.ng through. a variety of channels. The State of California received a $500 million allocation to provide cities which did not receive a direct -federal allocation through the CARES Act. The City entered into an agreement with the State of California in July 2020 to receive their allocation of the CARES,Act funding.The funding is to be received in six monthly installments of$560,1 2, with the first installment received by the City in July 2020. The total amount of CARES Act funding to be received by the City is $3,360,912. This funding was for the reimbursement of costs incurred by the City since the start of the pandemic. 2021-03-02 Agenda Packet 113 Page 282 of 484 REQUIRED SUPPLEMENTARY INFORMATION 2021-03-02 Agenda Packet 115 Page 284 of 484 CITY OF CI-IUI..,A VISTA BUDGETARY COMPARISON SCHEDU1,E BY DEPARTMENT GENE,RALFUN D FOR THE FISCAL YEAR ENDED,JUNE 301,20201 Variance with Final Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance,July I '11,8,874,43 7 1.1.8,874,437 $ 11 M74,437 Resources('Inflows): Taxes 155,303,650 159,947,422 16 1,997,1019 2,049,687 Licenses and permits 1,6111925 11711,925 11807,155 951230 Intergovernmental 3,8171519 51295,334 5,7551,417 4601083 Charges for services 6,7531122 617891648 7,413,674 6241026 Use of money and property 3,065,227 311011227 7,140,335 4,0139,108 Fines and tbrfeitures 11267,439 11267,439 1,019,931 (247,,508) Contributions 2,158,0)013 21158,003 2,894,189 7361,186 Developer participation 1128 1,991 1,281,991 1,342,678 60,,687 Miscellaneous 12,013,956 12,622,134 12,901 1,,23 8 2791,104 Transfers in 9,073,492 13,268,744 11,737,8901 (1,530,854) Capital leases - - 'I,023100 1,0123,,800 Amounts Available for Appropriations 315,2201761 326,3185304 333,9079853 71589,549 Charges to Appropriations(Outflow): Current City counci 1 1,563,846 1,563,927 1,455,282 1081,645 City clerl( 1,018,630 11183,636 1,067,,283 116,,353 City attorney 3,197,243 3,288,395 3,110,,864 177,,531 Administration 2,099,810 2,512,725 2409,482 1031243 Information technology 3,,697,352 3,,859,920 3,944,,406 (84,1486) Hunian resources 3,007,450 3,1 177,692 2,727,205 4501.487 Finance 5,403,318 5,930,524 54841)619 4451,905 Tion-departmental 1,973,320 5,128,0132 5,380,660 (2521,628) Board and commissions ]L ,841 11,841 4,923 6,918 Police 64,321,486 65,388,879 63,555,,118 1,833,761 Fire 39,005,562 40,471,048 39,507,,122 963,926 Animal care facility 2,800,346 2,854,962 2,807,913 47,049 Cotniliunity development Economic development 2,148,063 2,148,063 2,134,01014 14,059 DevelOpInent services, 2,857,295 2,857,455 2,6991629 157,826 Parks and recreation Parks and recreation 111189,118 111326,746 1090,362 636,384 Public works Public works .1116321285 11,9661401 111959,075 7,326 Engineering 8,712,611 8,723,052 865.1,459 71,593 Library Library 4,0981702 4,1011587 3,537,,102 564,485 Capital Outlay 9,666,314 7214981497 351)9211,568 3615761,929 .Debt service: Principal retirement 6,352,238 6,,352,238 6,442,184 (89,946) Interest and fiscal charges 2,681,750 2,,681,750 2,618,,773 62,977 Transfers out 1,641,351 5,222,097 5,274,,643 (52,546) Total Charges to Appropriations 189,079,931 263,249,467 221,383676 41,865,791 Budgetary Fund Balance,June 30 1261140,830 S 63^8,837 112,5,24,177 $ 495,455,340 2021-03-02 Agenda Packet 117 Page 286 of 484 CITY OF C.HUI,.-,A VISTA BUDGETARY COMPARISON SCHEDUI..,E BY DEPARTMENT SUNDRY CRANTs FOR THE FISCAL YEARENDED JUNE 301 2020 Variance with F'inal Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance,July 1,as restated 9,8581)805 9,185805 $ 9,858,805 $ Resources(Inflows): Intergovernmental 6,598,268 11,524,227 4,138,859 (7,385,368) Charges for services 1,557,095 1,,548,898 1,566,,187 17,289 Use of money and property 113,000 113,000 137,,271 241)271 Contributions 71fi11,425 9,,728,653 9,089,843 (638,810) Miscellaneous 2021)059 202,059 513,842 311,783 Transfers in 1 15o)305 1 15,305 130,234 14,929 Amounts Available for Appropriations 26,05-59957 33,090,947 2514359041 (716559906) Charges to Appropriations(Outflow): General government Finance - 699,00 3951,390 3041410 Public safety Police 9,9981459 11114611991 8,2741,668 3,1 87,323 Fire 463!„144 821,125 264,871 556,254 Animal care facility - 48,593 12,558 36635 Community development Economic development 4,418,177 4 ,059�,470 11690,912 2163 1 11442 2, Development services 3,631 02 91,256,487 1,1 6,0,026 811096)4 61 Library Library - 801,585 43,311 37,274 Capital outlay 2,1019, 0101 7377,892 1,789,9401 51,587 952 Transfers out 1)544,231 2242,530 2,310, (74,342) Total Charges to Appropriations 2211651493 3616791915 1618891078 19,17901837 Budgetary Fund Balance,June 30 $ 3,8901464 (3,5881968) 815,4 1963 $ 1211345931 2021-03-02 Agenda Packet 18 Page 287 of 484 C I T Y OF CHU,.-,A VISTA. BUDGETARY COMPARISON SCHEDUI..,E BY DEPARTMENT HOUSING SUCCESSOR AGENCY FOR THE FISCAL YEAR ENDED JUNE 30,202[1 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Budgetary Fund Balance, J'uly 1,as Restated 121111 1)017 12,111,E 17 12,1 1.1Ml 7 Resources(Inflows): Use of nioncy and property 215,000 215,000 5551, ,)3 340,335 Miscellaneous 255,000 255,000 205,045 (4 ",'9'55) Amounts Available-for Appropriations, 12,581,017 1295811017 12,871,397 290,380 Charges to Appropriations(Outflow): Current Development services 2,072,400 21,730,584 51 1J90 2,219,3'4 ,rotai Charges to Appropriations 210721,400 2,730,584 5119-190 212199394 Budgetary Fund Balance,,.June 30 $ 10,15081,617 $ 91850,433 $ 12,360,207 $ 215091774 2021-03-02 Agenda Packet 119 Page 288 of 484 CITY OF CHULA VtSTA Vl,I,SCELLANEOUS PLAN SCHEDULE OF CHANCES IN NET PENSION LIABILITY AND RELATED RATIOS AS OF.IUNE 30,FOR"I LASTTEN FISCAL'V'EARS(1) 21115 20,16 2017 2018 2019 2020 ,ro'rAt,PENSION LIABILITY Service Cost $ 8,696,183 $ 8,570,421 $ 8,451,9,18 $ 9,370,865 S 9,048,165 S 8,696,267 Interest 32,359,841 34,10,3,210 35,618,575 36,639,997 37,305,907 38,,721,727 Dii Terence Between expected and Actual Experience 925,96101 (2,5 2 4,995) (6,331,454) (8,223,685) (413,302) Changes in Assumptions (8,5001,698) - 30,693,812 (4,314,060) Benefit Payments,Including Refunds of employee Contributions (18,639,387) (19,539,333) (21,022,078) (23,072,106) (24,924,595) (27,,001,672) Net Change in Total Pension Liability 22,416,637 15,559,560 20,523,420 47,301,114 8,891,732 20,003,020 Total Pension Liability-Beginning 436,436,153 458,852,790 474,412,350 494,935,770 542,236,884 551,128,616 Total Pension Liability-Ending(a) 458,852,790 474,412,350 494,935,770 542,236,884 551,128,616 571,131,636 PLAN FIDUCIARY NET POSITION ContribUti011-Employer 9,1:34,182 13,499,144 12,461,946 13,663,149 14,479,069 16,244,599 Contribution-Ernployee 4,555,300 3,679,749 3,764,641 3,536,418 3,603,297 3,592,996 Plan to Plan Resource Movement - 5,268 - - (874) - Net Investment Income 48,303,496 7,195,0613 1,747,676 36,763,992 30,0321,849 24,600,973 Benefit Payments,Including Refunds of Employee Contributions (18,639,387) (19,539,333) (21,022,078) (23,072,106) (24,924,595) (27,,001,672) Administrative Expense (368,694.) (199,512) (4-78,539) (552,4.57) (268,407) Other Miscellaneous Incorne/(Fxpense) - - (1,049,125) 875 Net Change in Fiduciary Net Position 43,,353,591 4.14711497 (3,247,327) 30,412,914 21,588,164 17,169,364 Plan Fiduciary Net Position-Beginning 279,540,671 322,894,262 327,365,459 3249118032 .354,531,046 3 76,119,210 Plan Fiduciary Net Position-Ending(b) 322,8,94,262 327,365,459 324,118,132 354,531,046 376,119,210 393,288,574 Plan Net Pension I iiability/(Assets)-Ending(a)-(b) $ 1359,958,528 $ 147,046,891 S 170,817,638 S, 187,705,838 $ 175,009,406 S 177,843,062 Plan Fiduciary Net Position its a Percentage of the Total Pension Liability 70.37% 69.0O% 65.49% 65.38% 68.25% 68.86% Covered Payroll $ 42,760,249 $ 4411135,521 $ 45,990,463 S 441435,640 $ 44,578,340 $ 45,,798,549 Plan Net Pension Liability/(Asset)as a Percentage of Covered Payroll 317.96% 333.17% 371.42% 422.42% 392.591�VA) 388.32% (1)Historical information is required only for measurement for which GASB 68 is applicable,Fiscal Year 2015 was,the first year ofiniplernentation,theielnue only six years are shown. Notes to Schedule: ]"Ienefit Cha!2M:The figures above do not'Include any hability'Impact that may have resulted froni plan changes which occinn ed afterthe,June 30,2017 valuation date.This applies for voluntary benefit change,,as well as any offers,of Two Years Additional Service Credit(a.k.a.Golden Handshakes), Changes of Assumptions:In 2019,there�vcrc no changes.In 2018,deniographic assumptions and inflation rate were changed in accordance to the CdPERS Experience Study and Review ofActuarial Assumptions Dcccrnbcr 2011.7.There were no changes in the discount rate.In 20.1.7,the,discount rate was reduced from 7.65 percent to 7.15 percent.In 20 16,there were no changes.In 20115,amounts reported rellcct an adjustment oftlic discount rate from 7.5 percent(net of a(fi-ninistrativc expens()to 7.65 percent(without a reduction forpcnsion plan administrative expense)In 2014,arnounts reported were based on the 7.5 percent discount rate. 2021-03-02 Agenda Packet 120 Page 289 of 484 CUTY OF CHULA VtSTA VIJSCELLANEOUS PLAN SCHEDUI..,E OF PLAN CONTRIBUTIONS AS OFJUNE 30,FORTHE LASTTEN FISCAL 'EARS(1) 2015 2016 2017 2018 2019 2020 ACCUarially Detern,iined Contribution $ 9,637,382 $ 10,214,678 $ 10,864,2 3 $ 10,942,584 S 12,333,078 S 1 O,890,567 ContribUtiOn in Relation,to the Actuarially,Detertnined Contribution (9,637,382) (10,214,678) (1 0,864,203) (10,942,584) 412,3 3 3,0 7 8) (1 07,890,567) Contribution Deficiency(Excess) $ - $ - $ - $ - Covered Payroll $ 44,135,521 $ 45,990,463 $ 44,43 5,640 44,578,340 S 45,798,549 47,,627,626 Contributions as a Percentage of Covered Payroll 21,84% 22.21% 24.45% 24.55% 26.93% 22.87% (1)Historical information is required only for measuren'ient I-or which GASB 68 is applicable.FY 2014/15 was the first year ofirnpleuientation,therefore only six years,are shown, Note to Schedule: Valuation Date: J une 30,2017 Methods and assumptions used to determine contribution rates: Actuarial cost method Entry age normal cost method Amortization method/period l-evel percentage of payroll,closed Inflation 2.751X, Salary Increases 3.20%,to 12,20% Investnient rate of return 7.375%net of pension investment and administrative expenses,including inflation. Retirement age The probabilities of Retirenient are based on the 2014 CaIPFRS Experience Study for the period frorn 1997 to 2011 Mortality RP-2000 Health Annuitant Mortality'Fable 2021-03-02 Agenda Packet 121 Page 290 of 484 CITY OF CIIUI..,,A VISTA SAFETY PLAN SCHEDULE[IIS CHANGES,IN NETPIS NSION LIABILITY AND RELATED I1A"I'IOS AS OF JUNE 30,FOR THE LASTTEN FISCAL YEA16,(1) 2015 2016 2f)17 2018 2019 2020 TOTAL PENSION LIABILITY Service Cost $ 10,220,233 $ 9,646,806 S 9,971,492 S 11,594,959 $ 12,044,725 12,267,031 Interest 28,334,465 29,,979,452 31,658,073 33,213,616 34,751,830Y 36,853,969 Difference Between expected and Actual Experience - 460,215 768,421 (1.,210,352) (307,813) 4,868,911 Changes in Assuiriptions (7,8,13,969) - 29393,364 (2,112,530) - Benefit payments,Including Refunds of employee Contributiorls (15,869,862) (17,767,1353) (19,460,670) (20,397,814) (21,8011,437) (22,950,693), Net Change in'Total Pension Liability 22,684,836 14,501 4,651 22i937,316 52,593,773 22,574,,775 3 1,039,218 Total Pension U,iability-Beginning 380,617,699 403,3,02,,535 417,8017,186 440,744,502 493,338,275 515,,913,050 Total Pension Liability-Ending(a) 403,302,,535 417,8017,186 440,744,502 493,338,275 515,91:3,050 546,9,52,268 PLAN FIDUCIARY NFT POSITION Contribution-Employer 11,684,174 7,555,357 10,971,712 11,670,017 13,529,290 15,445,86,1 Contribution-brnployce 3,157,921 3,230,989 3,420,273 3,620,014 3,804,814 3,966,723 Net Investment Income 47,649,285 6,999,744 1,664,170, 35,554,749 29,2 5 8�,121 24,248,349 Bcnefit Payments,Including RclUnds oI'I,,mploycc C,,oritrlbutlons (15,869,862) (17,767,853) 19,460,6 70) (20,397.814) (21,801,437) (22,950,69,3) Administrative Expense (359,830) (194,899) (466,842) (539,438) (263,613) Net Plan to Plan Resource Moven-rcpt (858) - Other-Miscellaneous Incoine/(Expense) - (1,024,401) 858 Net Change in Fiduciary Net Position 46,6 1,518 (3,41,,593) (3,599,414) 29,980,124 23,226,,091 20,447,485 Plan Fiduciary Net Position-Beginning 273,515,399 3201,136,917 319,795,324 316,195,910 346,176,,,034 369,4021125 Plan Fiduciary Net Position-Ending(b) 320,136,917 319,795,,324 316,195,910, 346,176,034 369,4012,,125 389,849,610 Plan Net Pension Liability/(Assets)-Ending(a)-(,b) $ 83,165,618 $ 98,011,862 $ 124,548,592 $ 147,162,241 $ 146,510,,925 $ 157,102,658 Plan Fiduciai-y Net Position as a Percentage of the Total Pension Liability 79.38% 76.54% 71.74% 70.17`/o 71.60% 71.28% Covered Payroll $ 34,243,1011 $ 34,117,846 $ 37,174,663 S 37,817,316 $ 39,38�4,,099 S 40,374,060 Plan Net Pension Liability/(Asset)as a Percentage ol'Covered Payroll 242.87% 287.27% 335.014% 389.140/o 372.010/(o 389.1216 (I")H istorical i n formation is reqU I red only for rneaSLI rement for which GAS13 68 is applicable.Fiscal Year 2015 was the first ycar o f 1 mplenientation,tliiei-efore only six years are shown Notes to Schedule: Renefit Cfianges:'rhe figures above do not include any liability impact that niay have reSUlted 1rorn plan changes which occurred after tfie June'10,2017 valuation date.This applies lor vol Lin Lary beriefit changes as well as any of]"ers ofTwo Years Additional Service('credit(aka,Golden Handshakes), Changgs�of.Assimlions:In 2)19,there were no changes.In 2018,demographic asSUMptiOns and innation rate were changed in accordance tothe CaIPERS Experience StLidy a.d view ofActuarial Ass m mpt i oils December 2017.aere were no changes in the discount rate.In 2017,the discount rate was reduced froni 7.65 percent to 7.15 percent.1n 2016,there were no changes.in 2015,arriounts reported reflect an ad.Wstinent ofthe disCOUnt rate fi-oni,7.5 percent(net ofadniinistrative ex�ense)to 7.65 percent,(without a reduction for pension plan administrative expense.)In 2014,arnounts reported werebased on the 7.5 percent discount rate. 122 2021-03-02 Agenda Packet rage 291 of 484 CITY OF CHUL,A VISTA SAFETY PL,AN SCHEDULE OF PLAN CONTRIBUTIONS AS OF JUNE 30,FOR THE LASTTEN FISCAL YEARS,(1) 20115 21)i6 2017 2018 2019 2020 Actuarially Deterniflied Contribution $ 12,553,815 $ 13,859,572 S 14,965,975 17,324,929 19,585,859 S 24,641,503 Contribution in Relation to the Actuarially Determined Contribution (12,55 3,515) (13,859.572) (14,965,975) (17,324,929) 19,5 5,859)9) (24,641,503) Contribution Deficiency(Excess,) $ - S - Covered payroll $ 34,117,846 $ 37,174,663 37,817,3"16 39,384,099 S 40,374,060 S 37,732,745 Contributloiis as a Percentage of Covered Payroll 36.80% 37.28% 39.57% 43.99% 48.51% 65.31% (1)Historical inforniation is required only for MeaAlrernent for which GASI3 68 is applicable.FY 2014/15 was the first year ofimplementation,therefore only six years,are shown. Note to Schedule: Valuation Date: Juric 30,2017 Methods and assuniptions,used to determine contribution rates: Actuarial cost niethod Entry age normal cost method Amortization method/period Level percentage of payroll,closed Assets val uati on method Market Value Inflation 2.75% Salary Increases 3.20%,to 12,20% Investment rate of return 7.375%net of pension investment and administrative expenses,including inflation, Retirernentage The probabilities of Retirement are based on the 2014 Call FRS Experience Study for(lie period fi-oma 1997 to 2011. Mortality RP-2000 I lealtli Annuitant Mortality Table 123 2021-03-02 Agenda Packet rage 292 of 484 CITY OF CHULA VISTA SCHEDULE OF CHANGES IN THE,,rol'AL OPER LIABILITY AND RELATED RATIOS AS OF JUNE 30,FOR THE LAST'TEN FISCAL YEARS(1) 2018 2019 2020 Total OPER Liability Service cost $ 825,78,6 $ 819,100 $ 921,271 Interest on the total OPEB liability 49,5,822 549,699 516,371 Diffirence between expected and actual experience 4,128 - 5,786,481 Change of assumptions 183,361 504,190 2,640,687 Implicit rate SUbsidy fulfilled (536,155) (634,315) (724,009) Net change in total OPER liability 972,942 1,238,674 991405801 Total OPEB liability,-beginning 13,726,597 14fi99,539 '15,938,213 Total OPER Liability S 141699,539 S 15,938,213 S 25,079,0,14 Covered-employee payroll $ 53,738,469 $ 55,216,277 $ 56,734,725 Total OPEB liability as a percentage of covered-employee payroll 27.35'/ 28.87%, 4420% (1)Historical info ril'iation,is required only 1"or the meaSUrernent periods for which GASB 75 is applicab�le. Fiscal Year 20,18 was the First year o�f implem en tati oil. Future years' information will be displayed up to 10 years as inforination becomes available. Notes to Schedule:None Changes in assumptions: None, 2021-03-02 Agenda Packet 124 Pale 293 of 484 CITY OF CHULA VISTA, NOTES TO REQUIRED SUPPLEMENTARY INFORMATION YEAR ENDED JUNE 30,2020 1. BUDGETARY INFORMATION An annual budget is adopted by the City Council prior to, the -first day of the -fiscal year. The budget process includes submittal of each department's budget request for the next fiscal year, a detailed review of each department's proposed budget by the City Manager, and a final City Manager recommended budget transmitted to the City Council for its review before the required date of adoption. Once transmitted to the City Council, the proposed budget is, made available for public inspection. A public hearing is held to give the public the opportunity to,comment upon the proposed budget. Notice of such public hearing is published in a newspaper of general circulation. The adoption.of the budget is accomplished by the approval of a Budget Resolution- The legal level. of budgetary control is at the expenditure function level. Any budget modification, which would result in an appropriation increase, requires City Council approval. The City Manager is authorized to, transfer appropriations up to $15,00�O within a departmental budget. Any, appropriation. transfers between departments or greater than $15,000 require City Council approval. Reported budget figures are as originally adopted or subsequently amended plus prior year continuing appropriations. Such budget amendments during the year, including those related to supplemental appropriations, did not cause these reported budget amounts to be significantly different than the originally adopted budget amounts. All appropriations, which are not obligated, encumbered or expended at the end of the fiscal year lapse and become a part of the unreserved fund balance which may be appropriated for the next fiscal year., An annual budget for the year ended June 3 , 2020, was adopted and, approved by City Council for the general, special revenue, capital project and debt service funds except for the Utility Tax Settlement, V2 Pub Benefit Contribution and Special Revenue Endowments special revenue funds, the Highway Safety, Bicycle Facility, Transportation Partnership and Ind,u.strial Development Authority capital, protect funds, and the City Debt Service debt service fund.. These budgets are it 01 prepared on the modified accrual basis of accounting. Expenditures for the year ended June 30, 2020, exceeded appropriations of the General and Major Special Revenue as follows: Fund Expenditures Appropriations Excess General Fund: Current In-formation technology $ 31944.406 $ 3,859,920 $ 84,486 Non-departmental 5,38000 5J28M32 252i 28 Debt service Principal retirement 61442,184 613521238 89.1946 2021-03-02 Agenda Packet 125 Page 294 of 484 SUPPLEMENTARY INFORMATION 2021-03-02 Agenda Packet 127 Page 296 of 484 ciTY of C.HU.1 A VISr rA COMBININGBA.1,ANCE SHEE r r NON- '1AJOR GOVERNMENTAL FUNDS JUNE 30,2020 Special Revenue Funds Transportation Grants, Parking Meter Traffic Safety Storm Drain Assets: Cash and investments $ 12,867,672 $ 1,668,840 $ 12207 1,370,096 Receivables: Accounts - 31,754 301,205 1121,933 Taxes 717.1839 - - - ,Accrued interest - - - - Deferred loans(net of allowance for uncollectibles) - - - - Due from other governments - - - - Prepaid costs - - - - Restricted assets: Cash and investments with fiscal agents - Total Assets $ 113,5851511 $ 1,672,594 $ 152,312 $ 11483,029 1,iabilities,Deferred Inflows of Resources, and Fund Balances(Deficit): Liabilities: Accounts payable 6631097 $ 1421,385 $ 3,674 $ 25,173 Retentions payable 29,1471 - 9,296 Accrued liabilities 6,,953 - Deposits payable Due to other funds Unearned revenues - - Total Liabilities 699,521 142,385 3,,674 34,409 Deferred Inflows of Resources: Unavailable revenues 11,122 Total Deferred Inflows of.Resources 11 M22 Fund Balances(Deficit): Nonspendable: Prepaid costs Restricted: Conu,nunity development projects 12,885,990 - - Public safety - 1,5301209 148,1638 Parks and recreation - - - - Capital projects - 1,437,538 .Debt service - - Assigned: Endowments Unassigned, Total Fund Balances(Deficit) 12,885,991) 1,:531,2119 14038 1,437,538 Total Liabilities,Deferred Inflows of Resources,and Fund Balances,(Deficit) $ 1355 51,511 $ '1 5672,594 $ 152,312 $ 1,4831029 2021-03-02 Agenda Packet 1128 Page 297 of 484 CITY OF CHULA VISTA COMBINING'BAI..,,ANCE SHEET NON- °'IAJOR GOVERNMENTAL FUNDS JUNE 3(l,2020 (CONTINUED) Special Revenue Funds Open Space Housing Housing Town Center I Districts Programs Authority Assets: Cash and investments $ 155,561 37,683,231 $ 105,113 $ 2,732,340 Receivables: Accounts - - 997 7,700 Taxes - 901088 - - Accrued interest - - - Deferred loans net of allowance for uncollectibles) - - 491 J)44 3,503,465 Due-from other governments - - 191318 - Prepaid costs - - - Restricted assets: Cash and investments with fiscal agents - Total Assets, $ 155,561 $ 37J73,319 $ 616,472 $ 6,243,505 l,iabilities,Deferred Inflows of Resources., and Fund Balances(Deficit): Liabilities: Accounts payable 1,' ' , 74 242 24,154 Retentions payable - - Accrued liabilities 19, 7903 Deposits payable - Due to other funds Unearned revenues - - - Total Liabilities 11996,674 242 44,057 Deferred Inflows of Resources: Unavailable revenues 491.1044 3,503,465 Total Deferred Inflows of Resources 49.1.,044 3,503,465 Fund Balances(Deficit): Nonspendable: Prepaid costs - - Restricted: Conu,nunity development projects 1251186 21695,983 Public safety - - Parks and recreation - - Capital projects 155,561 35,776,645 .Debt service - - Assigned: Endowments Unassigned - Total Fund Balances,(Deficit) 155,5+ i 35,776M5 125,1 6 2,695i983 Total Liabilities,Deferred Inflows of Resources,and Fund Balances(Deficit) $ 155,561 $ 37,773,319 $ 61654,72 $ 61243,50�5 2021-03-02 Agenda Packet 129 Page 298 of 484 CITY OF CHULA VISTA COMBINING'BAI,ANCE SHEET NON- °'IAJOR GOVERNMENTAL FUNDS JUNE 30,2020 Special Revenue Funds Transportation Public Education Utility Tax Sales Tax Mobile Park Fee and Govt Fee Settlement Assets: Cash and investments $ 950,454 $ 267,175 $ 667839 $ 103,823 Receivables: Accounts - - 801,000 - Taxes - - 129,578 Accrued interest - - - Deferred loans(net of allowance for uncollectibles) - - - Due-from other governments IM90.1495 - 643,775 Prepaid costs - 41,549 Restricted assets: Cash and investments with fiscal agents - - Total Assets, $ 2,1140,1949 $ 267J 75 $ 11562,741 $ 103,823_ 1,iabilities,Deferred Inflows of Resources., and Fund Balances(Deficit): Liabilities: Accounts payable 1 M56M,42 2,523 36,534 Retentions payable 154,947 - Accrued liabilities - Deposits payable - Due to other funds - - Unearned revenues - 13,141 - Total Liabilities 1,21 0,989 15,66,4 36,534 Deferred Inflows of Resources: Unavailable revenues 801000 Total Deferred Inflows of Resources 8000 Fund Balances(Deficit): Nonspendable: Prepaid costs - 41,549 Restricted: Conu,nunity development projects - 11)4041658 Public safety - - - Parks and recreation - 2511)511 - Capital projects 829,960 - 103,823 .Debt service - - Assigned: Endowments Unassigned - - Total Fund Balances,(Deficit) 829,960 251,511 1,446 207 1031823 Total Liabilities,Deferred Inflows of Resources,and Fund Balances(Deficit) $ 210401949 $ 267J75 $ 115621741 $ 103,823_ 2021-03-02 Agenda Packet 130 Page 299 of 484 CITY OF CHULA VISTA COMBINING'BAI..,,ANCE SHEET NON-MAJOR GOVERNMENTAL FUNDS JUNE 302020 (CONTINUED) Special Revenue Funds Capital Projects Funds V2 Pub Benefit Special Revenue Park Acquisition Residential Contribution Endowments Development Construction Tax Assets: Cash and investments $ 388,907 $ 1,607,400 $ 38,53 1,769 $ Receivables: Accounts - - - Taxes - - Accrued interest - - - Deferred loans(net of allowance for uncollectibles) - - 117241538 Due-from other governments - - - Prepaid costs - - Restricted assets: Cash and investments with fiscal agents Total Assets, $ 388,907 $ 19607,400 $ 40,256,307 $ l,iabilities,Deferred Inflows of Resources., and Fund Balances(Deficit): Liabilities: Accounts payable $ $ Retentions payable Accrued liabilities - Deposits payable 1,484,478 Due to other funds - 445,346, Unearned revenues - - Total Liabilities 194841478 445,346, Deferred Inflows of Resources: Unavailable revenues 1,724,539 - Total Deferred Inflows of Resources 11724,539' Fund Balances(Deficit): Nonspendable: Prepaid costs Restricted: Conu,nunity development projects 388,907 Public safety - - Parks and recreation - - Capital projects - - 38,531,768 .Debt service - - Assigned: Endowments 1221922 Unassigned - (445,346) Total Fund Balances,(Deficit) 38819O7 122,922 38i531,768 (4451346)_ Total Liabilities,Deferred Inflows of Resources,and Fund Balances(Deficit) $ 388,907 $ 'I5607,4400 $ 401256,307 $ 2021-03-02 Agenda Packet 131 Page 300 of 484 ciTY of CHUI A VISr I'A COMBININGBA.1,ANCE SHEE r r NON- 'IAJOR GOVERNMENTAL FUNDS JUNE 30( 2020 Capital Protects Funds Industrial Assessment Development District Highway Safety Bicycle Facility Authority— —Improvement Assets: Cash and investments $ 96O $ $ 54 1,140,,784 Receivables: Accounts - - - Taxes - Accrued interest - Deferred loans(net of allowance for uncollectibles) - Due from other governments - Prepaid costs - Restricted assets: Cash and investments with fiscal agents Total Assets, $ 960 $ $ 54 $ 11140,784 1,,iabilities,Deferred Inflows of Resources, and Fund Balances(Deficit): Liabilities: Accounts payable $ Retentions payable Accrued liabilities Deposits payable - Due to other funds 4,460 Unearned revenues - Total Liabilities, 41,460 Deferred Inflows of Resources: Unavailable revenues Total Deferred Inflows of.Resources Fund Balances(Deficit): Nonspendable: Prepaid costs Restricted: Conu,nunity development projects Public safety 9 Parks and recreation - - - Capital projects 54 11140,,784 .Debt service - - Assigned: Endowments Unassigned, (4,,460) - Total Fund Balances(Deficit) 960 (4,460) 54 1,140,784 Total Liabilities,Deferred Inflows of Resources,and Fund Balances,(Deficit) $ 960 $ $ 54 $ 11140,784 2021-03-02 Agenda Packet 1132 Pale 301 of 484 CITY OF CHULA.VISTA COMBININGBAI.,ANCE SHEET NON-MAJOR GOVERNMENTAL FUNDS JUNE 30,2020 (CONTINUED) Debt Capital Projects Funds Service Fund Other Transportation Transportation Capital Projects City Debt Partnership Fund Program Fund Fund Service Assets: Cash and investments $ 104 $ $ 2,461,142 $ Receivables: Accounts - 290N0 Taxes - - Accrued interest - 291,458 Deferred loans(net of allowance for uncollectibles) - - Due-from other governments - 'I,978.1276 Prepaid costs - - - Restricted assets: Cash and investments with fiscal agents 3,7591570 Total Assets, $ 1041 $ 11978,276 $ 6,540,170 $ Liabilities,Deferred Inflows of Resources., and Fund Balances(Deficit): Liabilities: Accounts payable 323,844 89045 Retentions payable 89,345 20,784 Accrued liabilities - - Deposits payable Due to other funds 1,993,X64 41 Unearned revenues - - - Total Liabilities 21406,753 9191429 41 Deferred Inflows of Resources: Unavailable revenues - - Total Deferred Inflows of Resources Fund Balances(Deficit): Nonspendable: Prepaid costs Restricted: Conu,nunity development projects Public safety 104 Parks and recreation - - Capital projects 51620,741 .Debt service - Assigned: Endowments - Unassigned (428,477) (41) Total Fund Balances,(Deficit) 104 (428,477) 5i620,741 (41) Total Liabilities,Deferred Inflows of Resources,and Fund Balances(Deficit) $ 104 $ '11971,276 $ 615405170 $ 2021-03-02 Agenda Packet 133 Page 302 of 484 ciTY of C.HU.1 A VISr rA COMBININGBA1,ANCE SHEE r r NON- '1AJOR GOVERNMENTAL FUNDS JUNE 30,2020 Debt Service Funds Total Governmental Notes Payable I.,ease Payable Funds Assets: Cash and investments $ 401,937 $ 89,553 102,955,86 1. Receivables: Accounts - 141,118 5391,707 Taxes - - 9371,505 Accrued interest - - 29,458 Deferred loans(net of allowance for uncollectibles) - - 5,719,047 Due from other governments - - 3,731.11864 Prepaid costs - - 411549 Restricted assets: Cash and investments with fiscal agents - 3,7591570 Total Assets, $ 4101,937 $ 103,671 $ 117,714,561 Liabilities,Deferred Inflows of Resources, and Fund Balances(Deficit): Liabilities: Accounts payable $ 11,419 5,174,,406 Retentions payable 303,843 Accrued liabilities - 26,856 Deposits payable - 1,484,478 Due to other funds - 214431,411 Unearned revenues - 13,141 Total Liabilities 1,41 9,446,,135 Deferred Inflows of Resources: Unavailable revenues 5, 10,070 Total Deferred Inflows of.Resources 5, 10,070 Fund Balances(Deficit): Nonspendable: Prepaid costs - 41,549 Restricted: Conu,nunity development projects - 17,500,724 Public safety - 116791,911 Parks and recreation - 2511,511 Capital projects - 83,5961874 .Debt service 39,518 1031671 1431,189 Assigned: Endowments - 122,,922 Unassigned, - (8,78,,324) Total Fund Balances(Deficit) 39,518 103,671 102,458,350 Total Liabilities,Deferred Inflows of Resources,and Fund Balances,(Deficit) $ 401,937 $ 103,671 $ 11717141561 2021-03-02 Agenda Packet 134 Pale 303 of 484 CITY OF 'HULA VISTA COMBINING STATEMENT OF REVENUES, EXPENDITURESI AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30,2020 Special Revenue Funds Transportation Grants, Parking Meter Traffic Safety Storm Drain Revenues: Taxes $ Licenses and permits - 2701 Intergovernmental 10,903,726 - Charges fors services - - 621,179 Use of money and,property 158,920 379,301 15,079 501501 8 Fines and forfeitures - 2551723 394774 200 Developer participation Miscellaneous - - - - Total Revenues, 1190629646 662,105 409,853 671139,7 Expenditures: Current: General government - 506,221 - - Public safety - 96,023 Community development - - - Public works 409,704 219,278 Capital outlay 2,014 610120,948 - Debt service: Principal retirement - Interest and fiscal charges - - - - Total Expenditures 21484,314 627,169 961023_ 219,278 Excess(Deficiency)of Revenues Over(Under)Expenditures 8,578,332 34,936 313,830 45211 19 Other Financing Sources(Uses): Transfers in - - - - Transfers out (4,337,73 6) (399,140) Total Other Financing Sources(Uses) (41337,736) - (3991140) - 1" et Net Change in Fund Balances 4,2401596 34,936 (85,310) 452,119 Fund Balance(Deficit)-Beginning,as Originally Reported 81,6451394 11)495,273 233,948 985,419 Restatements - Fund Balance(Deficit)-Beginning,as Restated 8,645,394 114951)273 233,948 9851)419 FundBalance(Deficit)-Ending 1,218859990 1,1530,209 1.48,638 1,437,538 2021-03-02 Agenda Packet 136 Page 305 of 484 CITY OF CIULAVISTA COMBINING STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30 2020 (CONTINUED) Special Revenue Funds Open Space Housing Housing Town Center I Districts Programs Authority Revenues: Taxes $ $ Licenses and permits Intergovernmental 19,,318 - Char ens Charges for services 94,50�O 1,7,519,228 - 1,223 Use of money and property 6,1 O 16 1,319,987 88,730 Fines and forfeitures - Developer participation - - Miscellaneous - 1,1,96 7,483 817,924 Total Revenues 100,51 Ci 18,851,181 26,801 907,877 Expenditures: Current: General government Public safety - - Community development 28,256 73 1.05 Public works 121000111056 - - Capital outlay 1461,443 Debt service: Principal retirement Interest and fiscal charges - - - Total Expenditures 1211461499 28,256 731,885 Excess(Deficiency)of Revenues Over(Under)Expenditures 10011�516 6,,704,682 (1,455) 175,992 Other Financing Sources(Uses): Transfers in - 911669 - Transfers out - (2541697) Total Other Financing Sources(Uses) 91,669 (25 1697) Net Change in Fund Balances 100,51w 6,796,351 (1,455) (78,705) Fund Balance(Deficit)-Beginning,as Originally Reported 551045 28,9 0,,294 569,1481 2,774,11 Restatements (4421,840) - Fund Balance(Deficit)-Beginning,as restated 555045 28,980,294 1.26A11 2,774,688 Fund Balance(Deficit)-Ending S 1,551561 S 359776,645 S 125,186 S 21695,983 2021-03-02 Agenda Packet 1137 Page 306 of 484 CITY OF CHULA VISTA COMBINING STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30,2020 Special Revenue Funds Transportation Public Education Utility Tax Sales Tax Mobile Park Fee and Govt Fee Settlement Revenues: Taxes $ 4,010,087 $ $ $ Licenses and permits Intergovernmental 4i293,399 643,774 Charges for services Use of money and property 19,5554 3,924 Fines and forfeitures Developer participation Miscellaneous 18,982 88,487 537,5�57 - Total Revenues X3,342,022 88,487 19181,331 3,924 Expenditures: Current: General government - - 19498,511 - Public safety Community development 491661 Public works Capital outlay 516031139 4,424 Debt service: Principal retirement Interest and fiscal charges - - - Total Expenditures 5,6031139 49,6611 11502,935 Excess(Deficiency)of Revenues Over(Under)Expenditures 2,738,883_ 38,820 (321,6041) 3,924 Other Financing Sources(Uses): Transfers in - - Transfers out Total Other Financing Sources(Uses) Net Change in Fund Balances 2,738,883 38,826 (321fi094) 3,924 Fund Balance(Deficit)-Beginning,as Originally Reported (1,908,923) 21,21)685 1,767,81.1 99,899 Restatements - - - Fund Balance(Deficit)-Beginning,as Restated (1,908,923) 21,21685 1,767,811 99,899 Fund Balance(Deficit)-Ending S 829,960 S 251,51.1 S 1,446,207 $ 103,823 2021-03-02 Agenda Packet 138 Page 307 of 484 CITY OF CtIULA VISTA COMBINING STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30,2020 (CONTINUED) Special Revenue Funds Capital Projects Funds, V2 Pub Benefit Special Revenue Park Acquisition Residential Contribution Endowments Development Construction Tax Revenues: Taxes $ $ $ 208,1,054 Licenses and permits Intergovernmental Charges for services Use of money and property 141409 59,845 11425,043 (4118,98) Fines and forfeitures Developer participation 887,899 Miscellaneous - - - - Total Revenues 14,409 59,845 29312,942 203,156 Expenditures: Current: General government 266 - - - Public safety Community development I.J.25 35,900 Public works Capital outlay Debt service: Principal retirement Interest and fiscal charges - - - Total Expenditures 66 1,125 35,900 - Excess(Deficiency)of Revenues Over(Under)Expenditures 14,143 58,721 2,277,142 203,156 Other Financing Sources(Uses): Transfers in - - - Transfers out (6 661547) Total Other Financing Sources(Uses) (666,547) Net Change in Fund Balances 14,143 58,,720 2,277,042 (463,390 Fund Balance(Deficit)-Beginning,as Originally Reported 374,764 641202 361254,,726 1,81,045 Restatements Fund Balance(Deficit)-Beginning,asRestated 374,764 64i2O2 361254,726 1.8i145 Fund Balance(Deficit)-Ending s 3881907 S 122,922 S 38,531,768 $ (445,346) 2021-03-02 Agenda Packet 1139 Page 308 of 484 CITY OF CtIULA VISTA COMBINING STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30,2020 Capital Projects Funds, Industrial Assessment Development District Highway Safety Bicycle Facility Authority Improvement Revenues: Taxes $ $ Licenses and permits Intergovernmental Charges for services Use of money and property 21 41,503 Fines and forfeitures - Developer participation - v iscel aneou.us Miscellaneous - 2,395 Total Revenues 21 43,9958 Expenditures: Current: General government 954 Public safety - C ommu.un ty Community development Public works - Capital outlay 321 Debt service: Principal retirement - Interest and fiscal charges - Total Expenditures 11275 Excess(Deficiency)of Revenues Over(Under)Expenditures 21 4203 Other Financing Sources(Uses): Transfers in - - Transfers out Total Other Financing Sources(Uses) Net Change in Fund Balances 21 - 42,683 Fund Balance(Deficit)-Beginning,as Originally Reported 939 (4,460) 54 1,098,101. Restatements - Fund Balance(Deficit)-Beginning,asrestate d 939 (4,460) 54 1,098,1 1. Fund Balance(Deficit)-Ending S 960 S (4,460) S 54 S 1.11.40,784 2021-03-02 Agenda Packet 0 Page 309 of 484 CITY OF CI--IULA VISTA COMBINING STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30,2020 (CONTINUED) Debt Capital Pr(kiects Funds Service Fund Other Transportation Transportation Capital Projects City Debt Partnership Fund Program Fund Fund Service Revenues: Taxes $ $ $ Licenses and permits Intergovernmental 2,081,878 Charges for services Use of money and property 1671,522 Fines and forfeitures Developer participation Miscellaneous - 7741034 Total Revenues 2,081,878 9419556_ Expenditures: Current: General government - - Public safety Community development Public works 2113,52 Capital outlay 2,276111.36 1,1075i,791 Debt service: Principal retirement Interest and fiscal charges - Total Expenditures 29276,136 11078J43 Excess(Deficiency)of Revenues Over(Under)Expenditures (136,587) Other Financing Sources(Uses): Transfers in Trans finer:s out Total Other Financing Sources(Uses,) Net Change in Fund Balances (1941,258) (136,587) - Fund Balance(Deficit)-Beginning,as Originally Reported 1 O�4 (234,219) 5,757,328 (41) Restatements Fund Balance(Deficit)-Beginning,as Restated 1 O�4 (234121 9) 517571,328 (41) Fund Balance(Deficit)-Ending 104 S (428.,477) S 59620,74 t S (41) 2021-03-02 Agenda Packet 141 Pale 3 10 of 484 CITY OF CHULA VISTA COMBINING STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCES NON-MAJOR GOVERNMENTAL FUNDS FOR FISCAL YEAR ENDED JUNE 30,2020 ,Debt Service Funds Total Governmental Notes Payable I..,ease Payable Funds Revenues: Taxes $ $ 4,2181141 Licenses and permits 2701 Intergovernmental 17,942,095 Charges for services 18,2361130 Use of money and property 3,570 3,748,604 Fines and forfeitures 650,697 Developer participation 887,899 Miscellaneous 29,585 2,288,413 Total Revenues 33,155 4719999060 Expenditures: Current: General government 2,005,952 Public safety 96,023 Community development 8461)82,7 Public works 12,691,390 Capital outlay - 11,241, 12 Debt service: Principal retirement 8W262 303,902 1,172,164 Interest and fiscal charges 215,556 27,941 243,497 Total Expenditures 110839818 331,843 28,297,665 Excess(Deficiency)of Revenues Over(Under)Expenditures (1,083,818) (298,688) 191701 1395 Other Financing Sources(Uses): Transfers in 1103,818 302,397 1,477,884 Transfers out (5,658,120) Total Other Financing Sources(Uses) 110839818 302,397 (41 1,80,236) Net Change in Fund Balances - 3,70,9 15,521,159 Fund Balance(Deficit)-Beginning,as Originally Reported 39,518 99,962 87,380,037 Restatements (442,840) Fund Balance(Deficit)-Beginning,as Restated 39,518 991)962 86,937,197 Fund Balance(Deficit)-Ending 39151.8 $ 103,671 102,4581356 2021-03-02 Agenda Packet 142 Pale 311 of 484 CITY OF CI-HJI..,A VISTA BUDGETARY COMPARISON SCHEDULE BY EXPENDITURE CATEGORY GENERALFUND FOR THE FISCAL YEAR ENDEDJUNE 30,2020 Personnel Supplies and Otber Operating Services Services Utilities Expenses Capital Current: City council $ 11418,701 S 36,079 S 503 $ City clerk 831,003 234,423 518 1,3 3° City attorney 2,794,008 320,008 1,036 - Administration 1,968,2 39 392,808 755 47,680 Information technoloy 2,393,220 1,,547,076 4,044 - human resources 2,327,'910 397,607 1,689 - Finance 3,277,878 1,362,200 1,983 842,557 Non-departmental 400,124 3,697,846 5,675 11277,016 Board and commissions - 4,923 - - Police 59,149,589, 2,443,609 617,772 488,469 Fire 34,631,739 31)158,660 212,811 375,197 Animal care facilities 2,3 328,774 43,992 4,876 Econoniic development 11)979,763 151,248 2,993 - Development services 2,52'9,310 144,494 1,451 11,135 Parks and recreation 6,917,072 889,395 2,558,621 50,340 Public works 8,676,060 1,932,653 797,026 65,308 Engineering 71282,206 271,148 872,263 98,256 Library 31077,107 224,877 232,588 361 Capital outlay - - - - 35,921 i568 Principal refiren'ient - - - 614421184 Tnterest and fiscal charges - - - 2,6181773 Trans-fers out - - - - - Total Expenditures 142,044,396 17,537,828 $ 5,355J20 12,323,491 $ 35,9211,568 2021-03-02 Agenda Packet 144 Pale 313 of 484 Variance with Final Budget Internal Transfers Actual Final Positive Service Out -Amounts Budget (Negative) $ $ 1,455,282 1,563,927 108,645 1,067,283 1,183,636 116,353 3,110,, 6,4 3,288,395 '177,531 2,409,482 2,,512,725 '103,243 66 3,944,40,6 3,859,920 (84,486) - 2,727,20,5 3J 77,692 450,,487 5,484,619 5,930,524 44559,015, 5,380,66,0 5,128,032 (252, 28) - 4,923 111841 619 18 851,491 63,555,118 65,3 ,879 1,833,761 128,715 39,507,122 40,471,048 963,926 3918013 2,807,913 2,,854,962 47,049 - 2,134,404 2,141,463 14,059 13,239 2,699,629 21,857,455 157,826 274,934 10,690,362 '11 113126,746 636,384 488,025 11,959,075 '11 11966A1 7,326 127,590 8,651,459 81,723,052 71,593 2,174 3,537,1 01'2 41,101,587 564,48 5 - 35,921,56,8 72,498,497 36,576,9129 6,442,184 6,352,238 (89,946) - 2,618,773 21,681,750 62,977 - 5,274,643 5,274,643 5,2221097 (52,546) 2,926,033 5,274,643 221,383,676 SS 263,2491467 S 41,865,,791 2021-03-02 Agenda Packet 1 Pae 314 of 484 CITY OF C.HUI,.-,A VISTA BUDGETARY COMPARISONSCHED�Ul...,E BY EXPENDITURE CATEGORY SUNDRY CRANTs FOR'THE FISCAL YEAR EN'DEDJUNE 3 ,2020 Personnel Supplies and Other Operating Services—, Services Utilities Expenses — Capital General over Finance 39 ,390 Public safety Police 6,201,788 1, 0,951 389,,752 2,177 Fire 56,838 208,033 - Ani gal Animal care facility - 121,558 Corriniunity dcvclopmcnt [Axonomic developmcrit 6'471)634 9 171,012 1'x,050 11036'1,357 - Dcvcloprnent services 90 111229 537,526 621,182 Library I.Jbrary 20,585 22,, 25 - - Capital outlay - Transfers out - Total Expenditures 6,9i6,845 21841,369 201279 2,359,025 2,413 299 2021-03-02 Agenda Packet 1 6 Pae 315 of 484 Variance with Final Budget Internal Transfers Actual Final Positive Service Out Amounts Budget (Ne g tive) $ - 395,390 699,800 $ 304,410 - 8,274,668 111)461,99 1 3,187,323 - 264,871 821,12: 556,254 - 12,558 48,,593 36*)035 11,38'9 - 2,631,442 4,690,912 2M591-470 - - 1,160 2 9,256,487 8,096,461 - - 43,311 80585 37,274 - - 1,7 89.1940 71377,892 5,587,952 - 2,31 6,872 2,3 16.1872 2,242,530 (74,342) 11,389 21316,872 168891078 361679915 19,790,837 2021-03-02 Agenda Packet 147 Pae 316 of 484 CITY OF CHULA VISTA BUDGETARY COMPARISON SCHEDULE BY EXPENDITURE CA rl'EGORV HOUSING SUCCESSOR AGENCY FOR THE FISCAL YEAR ENDEDJUNE 30,2020 Variance with Final Budget Supplies,and Other Operating Actual Final Positive Services Expenses Capital Amounts Budget (Negative, Current. Dcvelopinent scrviccs S 103,515 $ 405,200 S 2,475 $ 5111)190 $ 2,7301,584 2,219,,394 Total Expenditures 10351 5 4051,200 2475 5111190 $ 29730,9584 $ 292-19 394 2021-03-02 Agenda Packet 1�48 Pane 317 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES­BUDGET AND ACTUAL TRANSPORTATION GRANTS FOR THE FISCAL YEAR ENDED JUNE 0,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Intergovernmental $ 11.1444.1751 $ 11.1444.1751 $ 1 0,903.1726 $ (541,025) Use of money and property - 158,920 158,920 Total Revenues 1114441,751 111444,751 11 10621646 (3821,105) Expenditures: Current: Public works 311,942 891,552 46,91704 421,848 Capital outlay 71420,,816 13,960,765 2M14, 1 0 11,946,155 Total Expenditures 7,732,758 1418,521,317 214849,314 1213681003_ Excess(Deficiency)of Revenues Over(Under)Expenditures, 3,711,993 (3,407,566) 8,578,332 11,985,898_ Other Financing Sources(Uses): Transfers Out (4,343,236) (4,343,236) (4,337,736) 5,500 Total Other Financing Sources (Uses) (413431236) (4134311236) (41337,736) 59500 Net Change in Fund Balances (631,243) (7,750,802) 4,240,596 1 1,991,398 Fund Balances,Beginning of Year 8,645,394 8,645,394 8,645,394 - Fund Balances,End of Year $ 8,014115I $ 8941,592 $ 1218851,990 $ 11191911,398 2021-03-02 Agenda Packet 1 Pae 318 of 484 CITY OF CHULA VISTA SCI-IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL PARKING METER FOR THE FISCAL YEAR ENDED JUNE 0,202 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) Revenues.- Licenses and permits, $ 251000 $ 25.1000 $ 27,081 $ 2.1081 Use of money and property 365,000 365,400 379,301 14,301 Fines and forfeitures 200.00 200.1000 255,723 55,723 Total Revenues X90,000 '-5901000 662,105 72,105 Expenditures: Current: General government 572,270 633,928 506,221 1271,707 Capital,outlay - 220,763 120,948 99,1815 Total Expenditures 572,270 8 4,691 627,169 227,522 Excess(Deficiency)of Revenues Over(Under)Expenditures 171,730 (264,691) 34,5936 299,,627 Net Changern Fund Balances 17,730 (264,691) 34,5936 299,627 Fund Balances,Beginning of Year 1,,495,273 11495,273 1,495,273 - Fund Balances,End of Year $ 11513,003 $ 1,230,582 $ 1,530,209 $ 299,627 2021-03-02 Agenda Packet 150 Pae 319 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES­BUDGET AND ACTUAL TRAFFIC SAFETY FOR THE FISCAL YEAR ENDED JUNE 0,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Use of money and property 151079 15.1079 Fines and forfeitures 437,640 437,140 394,774 (42,866) Total Revenues 4379640 437,640 40191853 (27,787) Expenditures: Current: Public safety 138500 157,500 9615023 61,477 Total Expenditures 138,500 157,500 916,023 61,477 Excess(Deficiency)of Revenues Over(Under)Expenditures 2991140 280,140 313,830 33,,690 Other Financing Sources(Uses),: Transfers out (399,140) (399,140) (399,140) Total Other Financing Sources (Uses) (3991140) (399 1 40) (3'99 140) - Net Change in Fund Balances (100,000) (119,000) (85,310) 33,690 Fund Balances,Beginning of Year 233,948 2331948 233,948 - Fund Balances,End of Year 133,948 1141948 148fi38 33,690 2021-03-02 Agenda Packet 151 Pale 320 of 484 CITY OF CHULA VISTA SCI-IEDULE OF REVENUES,EXPENDITURES AND CtIANGES IN FUND BALANCES-BUDGET AND ACTUAL STORM DRAIN FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues-. Licenses and permits, $ 231,750 $ 231750 $ - $ (23,75(:) Charges for services 555,500 555,,500 621,17 65,679 Use of money and property - - 501,018 50M 18 Fines and forfeitures 51000 5,000 200 (4,80O) 'Total Revenues 5,841,250 584450 671,397 871147 Expenditures: Current: Public works 348.1940 523,749 219,278 304,47'1 Total Expenditures 348,1940 5235749 219,278 304,471 Excess(Deficiency)of Revenues Over(Under)Expenditures 2351310 60,501 452,119 391,618 Net Change in Fund Balances 235,31 60,501 4521119 391,61 Fund Balances',Beginning of Year 985,419 985,419 985,419 - Fund Balances,End of Year $ 11220,729 11045,9120 $ ii437,538 $ 391,618 2021-03-02 Agenda Packet 152 Pale 321 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CtIANGES IN FUND BALANCES-BUDGET AND ACTUAL TOWN CENTER I FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues-. Cliarges,for services $ $ $ 941500 $ 94.500 Use of money and property 6,O 16 6M1 6 Total Revenues 1001516 1001516 Expenditures: Capital outlay 'I 0,120 - I 0�120, Total Expenditures 10,120 - 10,120 "Excess(Deficiency)of Revenues Over(Under)Expenditures (101120) 100,516 11 01 636 Net Change in Fund Balances (101120) 100,516 110,636 Fund Balances,Beginning of Year 55,045 55,045 551045 Fund Balances,End of Year $ 551045 44.1925 155.1561. 110,636 2021-03-02 Agenda Packet 153 Pale 322 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES­BUDGET AND ACTUAL OPEN SPACE DISTRICTS FOR THE FISCAL YEAR ENDED JUNE 0,202 Variance with Final Budget Budget Amo�unts Actual Positive Original Final Amounts (Negative) Revenues: Charges for services $ 17M 12,759 $ l7i012,759 17,519,228 $ 5061,469 Use of money and property - 1,,319,987 1,,31911,987 Other revenues 6,,851 11,96+ 5,115 Total Revenues 17,012J59 17,019,+61.4 18,551,181 11831,571 Expenditures: Current: Public works 15,1 171M90 15 821.,2 9 121M00 056 3 821 183 Capital outlay 1201M 1 156i020 1461443 9,577 Total Expenditures 1 1237,091 15,9779259 121,14 ,499 31830,760 Excess(Deficiency)of Revenues Over(Under)Expenditures, 11775,668 110421,351 61)704,682 51662,331 Other Financing Sources(Uses): Transfers in 9109 911669 Transfers out - - Total Other Financing Sources (Uses) 91,669 91,669 Net Change in Fund Balances 1,775,668 1,042,351 ,7'96, 51 51,754,,000_ Fund Balances,Beginning of Year 28,980,294 281980i294 28,980,294 - Fund.,Balances,End of Year $ 300551962 $ 300221645 $ 351,776,645 $ 51754,000 2021-03-02 Agenda Packet 154 Pale 323 of 484 CITY OF CHULA VISTA SCI-IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL HOUSING PROGRAMS FOR THE FISCAL YEAR ENDED JUNE 0,202 Variance with Final Budget BudgetAmounts Actual Positive Original Final Amounts (Negative) Revenues.- Intergovernmental $ 1.40,1 4 $ 140,19 $ 19,318 $ (12+x,876) Other revenues - - 7,483 7,483 Total Revenues 140,194 144,194 26,801 (113,393) Expenditures: Current: Community development 140,194 708M)() 281256 680,644 Total Expenditures 140,194 7081900 28,256 680,644_ Excess(Deficiency)of Revenues Over(Under)Expenditures - (568,706) (1,455) 5671,251 Net Change in Fund Balances - (568,706) (1,455) 5671,251 Fund Balances,Beginning of Year 569,481 569,481. 5 9,481 - Restatenients (442,840) (442,840) (442,840) Fund Balances,Beginning of Year 126,641 126,641 126,641 - Fund Balances,End of Year $ 126,641 $ (442^5) $ 125,1186 $ 5671251 2021-03-02 Agenda Packet 155 Page 324 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES­BUDGET AND ACTUAL HOUSING AUTHORITY FOR THE FISCAL YEAR ENDED JUNE 0,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Charges for services $ $ $ 1,223 $ 1,223 Use of money and property - 88,730 88,730 Other revenues 807, 807,407 817,924 I 0,517 Total Revenues 807,407 80i 71,407 907,877_ 1 OO470 Expenditures: Current: Community development 11242.1559 1,3601693 731.1885 628.1808 Total Expenditures 1,242,559 1136O1693 731,555 625,505 Excess(I eficiency)of Revenues Over(Under)Expenditures (4351152) (553,286) 175,992 729,278 Other Financing Sources(Uses): Transfers out (254,697) (254,697) (254,697) - Total Other Financing Sources (Uses) (254,6917) (2541,697) (254,697) Net Change in Fund Balances (689,849) (8 7,983) (78,705) 729,278 Fund Balances,Beginning of Year 2,774, 88 2,774,688 2,774,688 - Fund Balances,End of Year $ 2101841839 $ 119,6,61705 $ 21,6951,983 $ 72919,278 2021-03-02 Agenda Packet 156 Pale 325 of 484 CITY OF CHULA VISTA SCI-IEDULE OF REVENUES,EXPENDITURES AND 'IIAGEIN FUND BALANCES-BUDGET AND ACTUAL TRANSPORTATION SALES TAX FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Revenues-. Taxes 61379,500 6.1379.1500 4.1010.1087 $ (2,369,413) Intergovernmental - - 4,293,399 4,2931399 Use of money and property 19,554 19,554 Other revenues - - 18,982 181982 'Total Revenues 693799500 61379,500 8,3421022 1,' 62,522 Expenditures: Capital outlay 602172l 17,357,349 503,1,39 11,754,2 10 Total Expenditures 6,802,721 1713571349 51603,139 1117541210 Excess(Deficiency)of Revenues Over(Under)Expenditures (423,221) (10,977,849) 2,738,883 13,716,732 Fund Balances,Beginning of Year (1,908,923) (1,908,923) (1,908,923) - Fund Balances,End of Year $ (29332., 960 $ 136,732 144) (12,886,772) 8291 171 2021-03-02 Agenda Packet 157 Pae 326 of 484 CITY OF CtIULA VISTA SCI­IEDULE OF REVENUES.,EXPENDITURES AND CHANGES IN FUND BALANCES­BUDGET AND ACTUAL MOBILE PARK FEE FOR THE FISCAL YEAR ENDED JUNE 0,202 Variance with Final Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Revenues: Other revenues $ 651000 65.1000 $ 88,487 $ 231,487 Total Revenues 65,000 65,000 818,487 231,487 Expenditures: Current: Community development 651,000 65 MOO 491661 15,1339 Total Expenditures, 65,000 65,000 49101 15,339 Excess(Deficiency)of Revenues Over(Under)Expenditures 38,826 38,,826 Net Change in Fund Balances - 38,826 38,8,26 Fund Balances,Beginning of Year 21205 212,685 212,685 - Fund Balances,End of Year $ 2129685 21.21685 25,1151.1 38.1826 2021-03-02 Agenda Packet 158 Pale 327 of 484 CITY OF CHULA VISTA SCI-IEDULE OF REVENUES,EXPENDITURES AND CtIANGES IN FUND BALANCES-BUDGET AND ACTUAL PUBLIC EDUCATION AND GOVT FEE FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues.- Intergovernmental $ - 643,774 643,1774 Other revenues 600,006001,000 537,557 (62,443) 'Total Revenues 601011000 112413,774 19181,331 (621443) Expenditures: Current: General government 30101 .1000 25413.1435 1,1498.1511 914X4 Capital,outlay MONO 300,000 4,1424 295,576 Total Expenditures 601011000 2171.31435 19502,935 11210,500 Excess(I eficiency)of Revenues Over(Under)Expenditures - (1,469,661 (321,604) 1,1.48, 57 Net Change in Fund Balances - (1,4691661 (3x 1,604), 1,148,057 Fund Balances,Beginning of Year 1,767,811 11767,811 1,7+ 7,81 1 Fund Balances,End of Year 1,767,811 S 298,150 19446,207 1114810,57 2021-03-02 Agenda Packet 159 Page 328 of 484 CITY OF CHULA VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CI--IANGES IN FUND BALANCES-BUDGET AND ACTUAL PARK ACQUISITION DEVELOPMENT FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Use of money and,property $ (101,0100) (1 01,000) $ 1,425,043 $ 11435.1043 Developer participation 1,500,,0100 1,500,000 887'899' (612,10 1) Total Revenues 1,490,0100 1149011000 21312,942 8221942 Expenditures: Current: City administration 11,01000 6'l O,OOO 351,900 5741100, Capital outlay - 652,959 - 65,2,959 Debt service: Interest and fiscal charges 12,1000 12,010 - 12,000 Total Expenditures 122,000 112741959 35,900 192395059 Excess(Deficiency)of Revenues Over(Under)Expenditures 11368,0100 215,0141 2,277,(142 21062,001. Other Financing Sources(Uses): Transfers in 50,000 50,0100 (50,000) Transfers out (501000) (50,0100) - 501)0001 Net Change in Fund Balances 1,3+ 8,000 215,0141 21,1277,042 2,062,0011 Fund Balances,,Beginning of Year 361'254,726 366254,726 36,25414726 - Fund Balances,End of Year $ 37,6221726 $ 36,469,767 $ 381531J681 $ 21062,001 2021-03-02 Agenda Packet 160 Page 329 of 484 CITY OF CHULA VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL RESIDENTIAL CONSTRUCTION TAX FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Aar Actual Positive Original Final Amounts (Negative) Revenues: Taxes $ 325,505 $ 325.505 $ 2081054 (117,451) Use of money and property - - (4,898) (4,898) Total Revenues 325,505 325,505 203,156 (1 22,349), Excess(Deficiency)of Revenues Over(Under)Expenditures 325,505 325,5O 203,156 (122,349) Other Financing Sources(Uses): Transfers out (667,905) (667,905) (666,547), 1,358 'Total Other Financing Sources (Uses) (6671905) (667,905) (666,547) 1,358 Net Change in Fund Balances (3,421,400) (342,400) (463,391) (120,99 1) Fund Balances,Beginning of Year 18,045 18,045 '18,045 - FundBalances,End of Year (324,355) (32413,55) (445,346) (120,991), 2021-03-02 Agenda Packet 161 Pale 330 of 484 CITY OF CI--IULA VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL ASSESSMENT DISTRICT IMPROVEMENT FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: t..Js,e of money and,property $ $ $ 41,563 41,503 Other revenues 2,395 2,395 Total Revenues 43,958 431958 Expenditures: Current: General government 954 (954) Capital outlay 321, 321. Total Expenditures 321 1,275 (954) Excess(Deficiency)of Revenues Over(tJnder')Expenditures (321) 42,683 43,004 Net Change in Fund Balances (321) 421683 43,004 Fund Balances,Beginning of Year 1,098,101 1 i0981,1 01 1,098,1011 - Fund Balances,End of Year 1109811.01. $ 11097,780 $ I.J.401784 $ 43.1004 2021-03-02 Agenda Packet 162 Pale 331 of 484 CITY OF CHULA VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES-BUDGET AND ACTUAL DEVELOPMENT IMPACT FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Charges for services $ 3901000 $ 390.10010 400.1088 $ 10.1088 Use of money and property 9,500 9,50,0 2,372,141 2,362,641 Developer participation 15,156.00 15,156.00 8,422,438 (6,734,162) Total Revenues 15,556,100 15,556,100 11,194,667 (41361,433) Expenditures: Current: City administration 997,0,00 11616,989 911,526 705,463 Capital outlay 925,000 8,858,723 2,577,928 6,280,795 Debt service: Principal retirement 61 MOO 61 M001 60M5 85 Interest and fiscal charges 38,500 38,50,01 35,961 2,539 Total Expenditures 21021,500 10,575,212 31586,330 6,988,882 Excess(Deficiency)of Revenues Over(U'nder)Expenditures 13153400 41)9801,08 71)608,337 21fi271449 Other Financing Sources(Uses): Transfers in 1,035,000 1,035,000 (1,035,0,0,0) Transfers out (7,734,290) (7,734,290) (5,193,875) 2,540,415 'Total Other Financing Sources (Uses) (61699,290) (61699,290) (511931875) 1,5051415 Net Change inFund Balances 6,8 3 5,13 1.0 (1,718,402) 21)4141462 4J321)864 Fund Balances,Beginning of Year 5510221629 55,022,629 55,022,629 Fund Balances,End of Year $ 61,1857,939 $ 53,3049227 $ 57,4379091 $ 411329864 2021-03-02 Agenda Packet 163 Pale 332 of 484 CITY OF CI--IULA VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CI--IANGES IN FUND BALANCES-BUDGET AND ACTUAL OTHER TRANSPORTATION PROGRAM FUND FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Revenues: Intergovernmental $ 2.12331,900 $ 3,2601�206 2,0 1 878 $ (1,178,328) Total Revenues 2,233,900 3,260,206 2,0811878, (11178,328) Expenditures: Capital outlay 2,233,°900 10,576,735 2,276,136 8,300,599 Total Expenditures 212331,900 10,5761735 2,27+x,136 813001599_ Excess(Deficiency)of Revenues Over('U'nder)Expenditures - (7,3 l 6,529) (194,258) 7,122,271 Net Cliange in Fund Balances (7,316,529) (194,258,) 7,122,271. Fund Balances,Beginning of Year (234,219) (234,219) (234,219) - Fund Balances,,End of Year (2349219) (71550,748) (428,477) S 71122,271 2021-03-02 Agenda Packet 164 Pale 333 of 484 CITY OF CI--IULA VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CI--IANGES IN FUND BALANCES-BUDGET AND ACTUAL CAPITAL PROJECTS FUND FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Revenues: t..Js,e of money and,property $ - $ - $ 167.1522 $ 167,522 Other revenues - 204,746 77410,34 569288 'Total Revenues - 2041746 941,556 736,810 Expenditures: Current: Public works - 23 ,752 2,352 228,400 Capital outlay 9,786,,0,42 1,075,7' 1, 8,71 X1,251,. Total Expenditures 1010,1 1794 1 07811.43 8,9381651 Excess(Deficiency)of Revenues Over(Under)Expenditures (91812,048) (136,587) 9,675,461 Other Financing Sources(Uses): 'fransfers,in 715J)00 (71.5,0,0,0) Total Other Financing Sources (Uses) 7151000 (71510,00) Net Change in Fund Balances (9,097,048,) (136,587) 81)960A61 Fund Balances!,Beginning of Year 5,7571328 5,757,328 5,757,328 Fund Balances,,End of Year 51757,328 (313391720) 5,620,1741 81960,461 2021-03-02 Agenda Packet 165 Pale 334 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BALANCES­BUDGET AND ACTUAL NOTES PAYABLE FOR THE FISCAL YEAR ENDED JUNE 0,202 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Other revenues 2581000 $ 258.1000 $ $ (2581,000) Total Revenues 258,000 258,000 (2584000) Expenditures: Debt service: Principal retirement 876793 876,793 8 262 81531 Interest and-fiscal charges 380,889 380889 215,5556 165,333 Total Expenditures 14574682 11,257,682 1101831818 173,864 Excess(Deficiency)of Revenues Over(Under)'Expend i tures (999,682) (999,682) (1,01831,818) (841,136) Other Financing Sources(Uses),: Transfers in 1,257,682 1,258,255 110183,818 (174,437) Total Other Financing Sources (Uses) 11257,682 1,258,255 110183,818 (174,437) N'et Cfiange in Fund Balances 25800 258,573 - (258,573) Fund Balances,Beginning of Year 39,518 39,518 39,518 Fund Balances,End of Year 297,518 $ 298,091 $ 39,518 $ (2581573) 2021-03-02 Agenda Packet 166 Pae 335 of 484 CITY OF CHULA VISTA SCI­IEDULE OF REVENUES,EXPENDITURES AND CtIANGES IN FUND BALANCES­BUDGET AND ACTUAL LEASE PAYABLE FOR THE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues-. Use of money and property $ - $ 3.15 7 0 3,570 Other revenues 301000 30,,,O00 29,585 (415) 'Total Revenues 30,000 30,000 33,155 3,155 Expenditures: Debt service: Principal retirement 4141,253 4851840 303.1902 181,1938 .11 nterest and fiscal charges 881,463 1001M96 27,941 72,155 ,Fotal Expenditures 502,715 5851936 331,843 254,093 Excess(Deficiency)of Revenues Over(Under)Expenditures (472171 6) (555,936) (298,688) 257,248 Other Financing Sources(Uses): Transfers in 228,316 311,536 302,397 (9,139) 'Total Other Financing Sources (Uses) 228,316 311,536 30,21,397 (91139) Net Cliange in Fund Balances (244,400) (244,400) 35709 248,109 Fund Balances,Beginning of Year 99,962 99,962 99,962 - Fund Balances,End of Year (144,438) (1441438) S 1031671 $ 2481109 2021-03-02 Agenda Packet 167 Pale 336 of 484 CITY OF C"Ut...,.A VISTA SCHEDULE OF REVENUES,EXPENDITURES AND CHANGES IN FUND BAI...,ANCES-BUDGET AND ACTUAl PUBLIC FINANCING AUTHORITY FOR r FHE FISCAL YEAR ENDED JUNE 30,2020 Variance with Final Budget Budget Amounts, Actual Positive Original Final Amounts (Negative) Revenues: Use of money and,property $ $ $ 108,834 $ 108,834 Total Revenues 108,834 108,834 Expenditures: Current: General government 17*)306 17,306 7,840 9,466 Debt set-vice: 1.1'rincipal retirement 3,660,000 3,660,000 3,6601000 - Interest and fiscal charges 311,431)519 3,143,519 311431519 - Total Expenditures 6,820,825 6,820,825 6,8111359 9,466 Excess(Deficiency)of Revenues Over(Under)Expenditures (6,820,825) (6,,820,825) ('6,702i,525) 118,1300 Other Financing Sources(Uses): Transfers in 61)820M5 611820825 60611 106 (14,719) Total Other Financing Sources ("Uses) 61820,825 618201825 6,806,106 (14,719) Net Change in Fund Balances - - 1031581 103,1581 Fund Balances,Beginning of Year 5,218,407 51218 407 5,218,407 - Fund Balances,End of Year $ 5,218,407 $ 5,2181407 $ 51,321,988 103,581 2021-03-02 Agenda Packet 168 Pale 337 of 484 CITY OF C"Ut...,.A VISTA SCI-lEDUt..,E OF REVENUES,EXPENDITURES AND CHANGES IN FUND BAI...,ANCES-BUDGET AND ACTUAI MUNICIPAL FINANCING AUTHORITY FOR r FHE FISCAL YEAR ENDED JUNE 30 2020 Variance with Final Budget Budget Amounts Actual Positive Original Final Amounts (Negative) Revenues: Use of money and,property (3 4) (3 4) Other revenues 314,139 314,139 317,252 3,113 Total Revenues 314,139 314,139 3161868 21,729 Expenditures: Current: General government 11,001 111001 41000 71)001 Debt service: Principal retirement 1,475, + + 11475100 1 Interest and fiscal charges 11)306,731 11306,73 1 14306,731 - Total Expenditures 25792.,732 2,7925732 21785,731 71001 Excess(Deficiency)of Revenues Over(Under)Expenditures (2,478,593) (2,478,593) (2,468,863) 9,730 Other Financing Sources(Uses): Transfers in 2,47,8,593 2,4781593 2,467,241 (11,352) Total Other Financing Sources ("Uses) 2,478,593 21,478,593 21467,241 (11,352) Net Change in Fund Balances - - (1,622) (1,622) Fund Balances,Beginning of Year 1,322 1,322 1,322 - Fund Balances,End of Year $ 1,322 1,322 $ (300) (1,622) 2021-03-02 Agenda Packet 169 Pale 338 of 484 CITY OF CHULA VISTA COMBININ'G STATEMENT OF NE11 POSITION NON-MAJOR PROPRIETARY FUNDS JUNE 30,2020 Business-Type Activities-Enterprise Funds Chula Vista Bayfront Trolley Muni Golf I...,iving Coast .11, Totals Station- Transit Fund Course Discovery Center Assets: Current Assets: Cash and investments 90,770 94,4016 17,655 $ 8,046 210,,877 'Total Current Assets 90,770 94,406 17,655 8,046 210,,877 Noncurrent Assets: Capital assets: Machinery and equipment - 42,304 - - 42,,304 I...,ess accumulated depreciation (12,036) (121036) 'Total Noncurrent Assets - 301268 - - 3O268 Total Assets 90,770 124,674 17,655 8,046 241 1145 Liabilities: Current Liabilities: Accounts payable - - - 8,,046 8,,046 'Total Current Liabilities 81046 81,046 Total Liabilities 81046 8,046 Net Position: Investment in capital assets - 30,268 - 301268 1 Jnrestricted 90,770 941P406 17,655 202,831 Total Net Position 90,770 124,674 17,655 $ 233,099 2021-03-02 Agenda Packet 170 Page 339 of 484 CITY OF CHULA VISTA COMBINING STATEMENTOF REVENUES,EXPENSES AND CHANGES IN FUND NET POSITION' NON'-MAJOR PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,2020 business-Type Activities Enterprise Funds Chula Vista Bayfront Trolley Muni Golf Living Coast Station-, Transit Fund Course Discovery Center Totals Operating Revenues: Other $ $ 13,605 $ $ 13,,605 Total Operating Revenues 13,605 13,605 Operating Expenses: Administration and general 5,235 95,,405 100,640 Depreciation expense 8,,688 - 8,,688 Total Operating Expenses 13,923 95,405 109,328 Operating(Loss) (318) (95,405) (95,723) Nonoperating Revenues: Interest revenue 3,431 4,695 8,126 Total Nonoperating Revenues 3,431 4,695 - 89126 Tricome(Loss)Before Transfers 3,431 4,377 - ( ,405) (87,597) Transfers in - - 95,405 95,405 Changes in Net Position 3,431 4,377 - - 71,808 Net Position-Beginning 87,339 1201297 171,655 2251,291 Net Position-Ending 90,770 S 124,674 $ 17,655 $ $ 233,099 2021-03-02 Agenda Packet 171 Page 340 of 484 CITY OF CHU1,A VISTA COMBINING STATEMENT OF CASH F1,OWS NON-MAJOR PROPRIETARY FUNDS FOR THE FISCAL YEAR ENDED JUNE 301 2020 Business-Type Activities-Enterprise Funds Chula Vista Living Coast Bayfront Trolley Muni Golf Discovery Station Transit Fund Course Center Totals Cash Flows from Operating Activities: Cash received from customers,and users 13,,,605 $ $ 131,0605 Cash paid to suppliers for goods,and services (21,968) (87,359) (1 0°x,327) Cash paid to employees for services (5,235) (5,235)' Net Cash Provided(Used)by Operating Activities (13,598) (879359') (100,957), Cash Flows from Non-Capital Financing Activities: Cash transfers in 95,405 951405 Net Cash Provided(Used)by Non-Capital Financing Activities 951,405 9514,05 Cash Flows from Capital and Related Financing;Activities; Acquisition and construction of capital assets (13,605) (13,605) Net Cash(Used)by Capital and Related Financing Activities (13,605) - (13,605) Cash Flows from Investing Activities: Interest received 3,431 416,95 - 8,126 Net Cash Provided(Used)by Investing Activities 3,431 4,695 - 89126 Net Increase(Decrease)in Cash and Cash Equivalents, 3,431 (22,,508) - 8M46 (11,031) Cash and Cash Equivalents at Beginning of Year 87,339 11 6,914 17,6,55 - 221,908 Cash and Cash Equivalents at End of Year 90,770 94,406 $ 17fi55 8,046 S 210,877 Reconciliation of Operating Income to Net Cash .Provided(Used)by Operating Activities: Operating income(loss) $ (31 8) $ - (95,405) $ (95,723) Adjustments to Reconcile Operating Income(Loss) Net Cash Provided(Used)by Operating Activities: Depreciation 81688 - - 8,688 Increase(decrease)in accounts payable (I 9�,860) - 81046 (11,814) Increase(decrease)in retentions payable (2,108) - - (2,108) Total Adjustments, (13,280) - 8,046 (51234) Net Cash Provided(Used)by Operating Activities $ (13,598) $ $ (87,359) $ (100,957) 2021-03-02 Agenda Packet 172 Pale 341 of 484 CITY OF CI-IULA VISTA COMBINING STATEMENT OF NErr POSITION INTERNAL SERVICE FUNDS JUNE 309 2020 Governmental Activities-Internal Service Funds Fleet Technology Workers Management Replacement Compensation - -Totals Assets: Current Assets: Cash and investments $ 21)227,264 $ 2,650 $ 6,1 70,828 $ 8,4010,,742 Cash with fiscal agent - - 374,172 374,172 Accounts receivable 59,015 - 5910 15 Due frorn other governments 185 - - 185 Total Current Assets 2,286,464 2,650 615451000 818341114 Noncurrent Assets: Capital assets: Machinery and equipi-nent 717671,663 - - 7i7671?663 Less accumulated depreciation (7,367i,822) (7,367,822) Total Noncurrent Assets 399i,841 - - 399,841 Total Assets, 216865305 2,650 6,5451000 9,2331955 Deferred Outflows of Resources: Pension deferrals 1521,469 - - 152,1469 Other post-employment benefit deferrals 57,489 571,489 Total Deferred Outflows of Resources 20,91958 - 2091958 Liabilities: Current Liabilities: Accounts payable 242,1 10 - 147,269 389.X9 Accrued liabilities 291,486 - - 29,486 Accrued compensated absences 301,585 - - 3,01585 Total Current Liabilities 30121,181 - 147,269 449,450 Noncurrent Liabilities'. Accrued compensated absences 2111029 - - 21, 29 Net pension liability 21489i803 - - 2,489,803 Total other post-emp�loyment benefits liability 1901,364 - - 1901,364 Total Noncurrent Liabilities 21)70 1,196 - - 2,7011,:19} Total Liabilities 310031377 14712 6 9- 3J5011646 Deferred Inflows of Resources: .ension deferrals 78,285 - 781)285 Total Deferred Inflows of Resources 78,285 78�,285 Net Position: Investment in capital assets 3991,841 - - 399,841 Unrestricted (585,240) 21,650 6,397,731 51815,141 'Total Net Position (I 8,51399) 2,650 6,139,71731 64214,982 2021-03-02 Agenda Packet 173 Pale 342 of 484 CITY 0 F C"U 1,.,.A VISTA. COMBINING STATEMENT OF REVENUES,EXPENSES AND CHANGES IN FUND NET POSITION INTERNAL SERVICE FUNDS FOR r FHE FISCAL YEAR ENDED JUNE 3O,2020 Governmental Activities-Internal Service Funds Fleet Technology Workers Management Replacement Compensation Totals Operating Revenues: Interdepartmental charges $ 3,382,882 $ $ 417010,727 810,831609 Other 22,927 1 0,980 331907 Total Operating Revenues 35405.1809 4,711,707 8j'17,516 Operating Expenses: Adi-ninistration.and general 2,869,591 - ,366,,395 6,23 ,,986 Depreciation expense 192,096 192,,096 Total Operating Expenses 31016 1 16 8 7 3136,61395 61428,082 Operating Income 3441,122 1,345,312 1,68°x,434 Noinoperating Revenues(Expenses): Intergovernmental 185 185 Total Nonoperating Revenues 185 185 Inconie Before Transfers 344,307 1,345,312 1,68%61 Transfers in 218,942 - 2181,942 Transfers out (411,833) (411833) Changes in Net Position 5211,416 1,345,312 1 18661728 Net Position-Beginning (706,815) 21650 510,521,419 413481,254 Net Position-Ending (18,51399) 2,650 6139,71731 61214,982 2021-03-02 Agenda Packet 174 Pale 343 of 484 CITY OF CHUI,.-,.A VISTA COMBINING STATEMENT OF CASH Fl...,OWS INTERNAL SERVICE FUNDS FOR THE FISCAL YEAR ENDED JUNE 3a,2020 Governmental Activities-Internal Service Funds Fleet Technology Workers Management Replacement Compensation Totals, Cash Flows from Operating Activities: Cash received fi-orn/(paid to)intcrfund service provided 31349103 $ $ 417111707 $ 81061 A0 Cash received from/(paid to)suppliers for goods,and services (72,118) (3, 54,999) (3,327,117) Cash paid to employees for services (3,032,990) - (3,032,990) Net Cash Provided by Operating Activities 244,585 '11456,708 1 J01 493 Cash Flows from Non-Capital Financing Activities: Cash transfers out (41,833) (41,833) Cash transfers in 218, 7942 21 8,942 Grant subsidies 185 185 Repayment on short-term interl'und borrowing (471,764) _ - (471,76 Net Cash Provided(Used)by Non-Capital Financing Activities (294,470) (294,470) Cash Flows from Capital and Related Financing Activities: Acquisition and construction of capital assets 1 (227,x1 ) 1(2271016) Net Cash Provided by Capital and Related Financing Activities (227,016) (22710"16) Net Increase in Cash and Cash Equivalents (276,901) - 11456,708 15179,807 Cash and Cash Equivalents at Beginning of Year 2,504,1 6 2,650 508,1292 7,595J O7 Cash and Cash Equivalents at End of Year $ 2,227,264 2,650 $ 61545,000 S 81774,914 Reconciliation of Operating Income to Net Cash Provided by Operating Activities: Operating income $ 344.1122 $ 1,345,312 Adjustments to Reconcile Operating Income Net Cash Provided by Operating Activities: Depreciation 192,096 1921096 (Increase)decrease in accounts receivable (56,116) - (56,116,) (Increase)decrease in deflerred outflows From pensions .1 58,340 - 158,340 (Increase)decrease in deferred outflows from OPE.13 (53,026) - - (53,026) Increase(decrease)in accounts payable (7 2 J.18) - 1.11,396 39,278 Increase(decrease)in.accrued liabilities (2,302) - - (2,302) Increase(decrease)in.compensated absences 1.1,363 - - 11,363 Increase(decrease)in net pension liability (275,346) - - (275,346) Increase(decrease)in total OPER liability 64,278 - - 64278 Increase(decrease)in deferred inflows from pensions (66,706) - - (66,706) Total Adjustments (99,537) - '111,396 11,859 Net Cash Provided(Used)by Operating Activities 2441585 $ 11456,708 1,701,293 2021-03-02 Agenda Packet 175 Page 344 of 484 CITY OF CHLJI..,,.A VISTA COMBINING,STATEMENT OF NET POSITION ALL AGENCY FUNDS JUNE 30,2020 Special CV Bayfront Flexible Spending Assessment Miscellaneous Bayfront Special Finance Account District Deposits Tax District Authority 'Totals Assets: Cash and investi-nents $ 831,637 $ 8,486,046 $ - $ 210-20,583 $ 11,338126,6, Receivables: Taxes - - 41,254 - 41,254 AcCI'Lled interest - 1,431 - - 1,431 Restricted assets: Cash and investments - - 12,624,758 - 12,624,758 Cash and invcstments with 1-iscal agents - 33,282,158 - - - 33,282,158 Total Assets $ 831,637 $ 41,768 204 S 12,626J89 $ 41,254 S 2,020,583, S 57,287,867 Liabilities: AccOUntS payable $ 2,1.415 $ - $ 828,670 $ - $ 2,646 $ 833,42'1 Dcposits payable - - 11,796,088 - - 11,796,088 DLIC tee cxtcrnal partles/othcr agencies 815,370 41,768,204 - 41,254 2,017,937 44,642,765 1,hiearned revenues 14,162 - 1,431 - - 15,59 3, Total I...,iabillities $ 831,637 $ 41,768,204 S, 12,626,189 $ 41,254 S 2,020,583 $ 57,287,867 2021-03-02 Agenda Packet 177 Pale 346 of 484 CITY OF CHULA VISTA COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES Al-J.,AGENCY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,2020 Balance Balance July 1,2019 Additions Deductions June 30,2020 Flexible Spendin2 Account Assets: Pooled cash and investments 654,915 $ 1,980,262 1,803,540 831,637 Total Assets $ 654,915 1,980,2+2 1,803,540 831,637 Liabilities: Accounts payable $ - $ 17,0 3 $ 14,958 $ 2,105 I.Jncai-ncd revenues 14,162 - - 14,162 Due to external parties/other agencies 640,753 1,751,849 1,577,232 815,370 Total Liabilities $ 654,915 S 1,768 9,12 $ 1,592,190 S 831,637 Special Assessment District Assets: Pooled cash and investryients $ 8,22 1,883 14,472,347 $ 141208,184 M86,046 Restricted assets: Cash and investments with fiscal agents 32,908,488 12,6961761 12.,323,091 331282,158, Total Assets $ 411130,371 S 279169,108 $ 26,531,275 S 411768,204 l,iabilities: Accounts payable $ 15,161 $ 29,652 S 44,8113 Due to external parties/other agencies 41,115,210 39,494,207 38,841,213 41,768,20,4 Total Liabilities, $ 4:1,130,3'7:1 S 39,523,8591 S 38,886,026 S 41,768,204 Miscellaneous Deposits Assets: Receivables: Accrued interest $ 1,431 $ - 1,431 Restricted assets: Cash and investments 12,553,,334 9,029,582 8,958',1.58 12,624,758 Total Assets $ 12,554,,765 S 9,029,58�2 $ 8,958,158 S 12,626,189 Liabilities: Accounts payable Is 118,727 $ 3,768,689 Is 3,058,746 Is 828,670 Unearned revenues 1,431 - 1,431. Deposits payable 12,434,607 6,767,791 7,406,3 1.0 11,796,088 Total Liabilities $ '12,554,765 S 10,536,480 $ 10,465,056 S 12,626,189 Bayfront Special Tax District Assets: Receivables: Taxes $ 41,254 $ 41,254 Total Assets $ S 41,254 $ $ 41,254 Liabilities: Due to external parties/other agencies $ 41,254 $ 41,5254 Total Liabilities $ $ 41,254 $ $ 41,254 CV Bayfront Finance Authority Assets: Pooled cash and investments $ $ 2,735,583 S 715,000 S 2,020,583 Total Assets $ $ 2,735,583 S 715,000 $ 21020,583 Liabilities: .Accounts payable $ 2, 46 2,646, Due to external parties/other agencies 2,735,583 717,646 21017,937 Total Liabilities $ 2,738,229 $ 717,646 $ 2,020,583 2021-03-02 Agenda Packet 178 Pale 347 of 484 CITY OF CHULA VISTA COMBINING STATEMENT OF CHANGES IN ASSETS AND LIABILITIES AGENCY FUNDS FOR THE FISCAL YEAR ENDED JUNE 30,2020 Balance Balance July 1,2019 Additions Deductions June 30,2020 Totals-All AL,,ency Funds Assets-. Pooled cash and invcstaicnts $ 8,876,798 19,188,192 $ 16,726,724 11,338,266 Receivables: Taxes - 41,254 - 41,254 Accrued interest 1,431 - - 1,431 Restricted assets: Cash and investments 125553,334 9,0291582 8,958,158 12,624,758, Cash and invcsti,-nients with fiscal agents 32,908,488 12,6961761 12,323,[191 33,282,158 Total Assets $ 54,340,051 S 401,955,789 381007,9731 57,2871867 Lial)ilities: Accounts,payable $ 133,,888 $ 3,818,0150 3,118,517 833,421 IJiwarned revenues 15,593 - - 15,593 Dcposits payable '121434,607 1,767,791 7,406,3 10 '11,796,088 Due to external parties/other agencies 41,755,963 44,022,893, 41,136,091 44,642,765 Total I.abilities $ 54,3401,051 54,6081734 $ 51,660,918 S 57,287,867 2021-03-02 Agenda Packet 179 Page 348 of 484 CITY OF CHULA VISTA Statistical Section 06/3O This part of the City of Chula Vi'sta's comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required s,upplemenita�ry information says,about the city's overall financial health,. Table of Contents Pau,No. Financial Trends 182-1188 These schedules contain information to help the reader understand how the city's financial performance and well-being have changed over time. Revenue Capacity 490-1193 These schedules contain information to help the reader assess the factors affecting the city's ablility to generate its property and sales taxes. Debt Capacity 194-1200 These schedules present information to help the reader assess,the affordability of the city's current levels,of outstanding debt and the city's ,ability to issue ad�d�itional debt in,the,future. Demographic and Economic Information 201-1203 These schedules offer demographic and economic indicators to help the reader understand the environment within which the city's financial activities take Ipl�a�ce and to help make compansons over time and with other,governments. Operating Information 204-1205 These schedules contain information about the city's,operations,and resources to help the reader understand how the city's financial information relates tothe services the city provides and the activities it performs. 2021-03-02 Agenda Packet 118 1 Page 350 of 484 Clrl,y OF CHULA VISrI'A Net Position by Component Last Ten Fiscal Years (accrual basis of accounting) Fiscal Year 2011 2012 2013 2014 2015 Governmental activities: Net investment in capital assets $ 634.A9i385 $ 6551182.1727 $ 26,147 ,481 $ 64913141016 $ 643 174,1 0 Restricted, 4711681636 221,929.1585 21,888,319 10711061257 12914601665 Unrestricted 72,7301796 8962 ,724 1'1 I,886,462 221522,443 (245,4 2,29 ) Total governmental activities net position 7541308,8 17 $ 767,733,O 760,251,252 $ 778,942,716 $ 527,202,529 Business-type activities: Net invests ient in capital assets $ 146,5501585 $ 1,401248 319 $ 1,34 661,254 $ 1,36 513 268 $ 1,34368634 Restricted 5,141,430 Unrestricted 80,214,208 8615211327 93,401,745 97,393,640 71,945,411 Total business type activities net position $ 226,764,793 $ 226,769,646 $ 228,062,99 233,906,908 $ 211,455,475 Primary government: Net investment in capital assets $ 780,959,970 795,4:31,046 $ 761,137,735 $ 785,827,284 777,542,794 Restricted 47,168,636 22,929,585 21,888,309 107,106,257 134,602,095 Unrestricted 152,9451004 176,1421051 205i2881)207 I'l 919161083 (173,486,885) Total primary government net position 981,073,610 $ 994,502,682 $ 988,3:14,7.5:1 $ 1,012,849,624 $ 738,658,004 Sewerfimch were convetletl to an enterpriyefitntl int fi.vcal year 2008. 2021-03-02 Agenda Packet 182 Pale 351 of 484 Fiscal Year. 2016 2017 2018 2019, 2020 6721940.1012 11031i9025782 963,15951553 997.156,t,1,287 11048.1711,594 125,430,323 12 8 1114,13 70 '1431�958 910 '167 223 184 367432 1 .1 1, 181.1 (222,57 ,459) (222,8431737) (1.30,744,867) (139,394,302) (13 5,426227) 57518081876 937,1 73,41 5 967,809,596 1,025,3011,160 11$094,652,799 1351989,851 33111 99,513 327071650 322,0172,405 3171722,714 21803145,1 21593403 - - - 671970,476 721,366,978 78,5391054 90,839,632 1021067,475 206,763,778 40611159,894 4061226,70,4 412,9121,127 41917901)1 89 808,929,863 1,363,102,295 1,291,283,20,3 1,3 19,63311782 1,366,434,308 128,242,774 130,707,773 143,958,910 1671)2231)1 84 181,367,432 (154,599,,983) (1501,476,750) (61,205,813) (48,5541,670) (33,,358,752) 782,572,654 4,343,333,309 1,374,036,3001 1,438,302,296 1,514,442,988 2021-03-02 Agenda Packet 183 Pale 352 of 484 CITY OF CHULA VISTA Changes in Net Position u,st Ten riscm years Fiscal Yoir 201 l 2012 2[713 2014 2015 Expenses: Govemnicntal activities: General government S 46,457,112 $ 22,508,977 $ 33,6,52,891 $ 25,386,867 $ 36P)3,953 Public safety 75,664,246 75,93 l,086 77,821,520 74,8 96,804 3 81,002,999 coninumity Development - - - Cormnunity Services - - 12.837 llubhc works 7'11,1157,1158 76,458,06 69.297,402 63,3 1 2,155 62,454,1341 Parks and recreation 6,99,5,489 7,310,312 5,865,192 6,118,351 6,441,907 L.ibrary 4,509,99'9 4,185,624 4,224,568 4,092,263 3,906,984 Transit - 63,021 14,560 - Interest on long-term dlebt 1 1,538,7017 8,904,275 6,698,509 7,287,461 6,776 635 Total governmental activities expenses 2 17,022,71 u.. 195,36.1 356 197,574,642 181,093,90�O 197,289 445 Business-type activities: Transit 7,0 7 5,9 9 S 7,050,673 6,997,488 6,875,214 4,807,985 Bayfrom Trolley Station 91,71514' 92,843 61,823 59,863 Sewer fun(Ls 30,245,584 30,524,851 3(9,773,712 26,046,1 75 3 1,615,4 5 7 Sewer DlFs 123,629 1299,351 122,927 129,279 120,1 97 Development Services Fund - 4,730,599 5,717,312 6,1 13,133 5,996,109 ChUla Vista Mini(jol f Course - - - - C'V Elite Athlete Training Ctr :.riving Coast Discovery Center - - - - Total bLlSineSS-type adiVifieS expenses 37,536�999 42,527,416 43,704,282 39,-25,624 42,599 61 1 'Total primary govermiment.expenses S 254 5 59710 237,888,772 241,278,924 220,3�9,524 2 3 9,8 89,4956 Program revenues: Governniental activities: Charges R)r services: General governmentS 29,785,079 $ 5,955,849 $ 5,795,838 8,767,069 7,623,676 Public salety 7,989,8�93 8,658,579 8,893,631 141,191x,4958 12,14949,712. Conmitinity Development - - 297,866 Public works 33,378,070 32,767,261 35,,758,786 30,495,980 31,7473,8'4'8' Parks and recreation 3,599,653 3,051,842 7,6,3 1,696 5,292,433 4,51 1 278 Library 967,908 840,258 1,666,,765 1,078,592 1,302,869 01nerating contrihittions and grants 3 1,9 76,8 18 21,780,868 30,935,863 29,456,557 25,t 02,165 Capital contribUtiOn,and gl-MItS 4,781,625 4,283,855 ?,9341,,1:33 1,921,554 12,954,191 'Total governmental activities Program reven ties 112,479,046 77,338,512 93,6 l 8,712 87,210,243 95,596,605 Busincss,type activities: Chars, ges,f6r services: Transit Fund 2,534385 2,671,538 2,841,619 2,672,231 1,503,262 Sewer Fund 32,257,256 32,571,135 35,M 1,268 33,190,660 36,054,603 `;mer DIFS 443,599 174,667 6,45,015 268,092 166,333 19CAT10I)TIMIt SC1`VjCC8 l"Und - 4,174,657 6,,6,54,,261 6,338,495 6,1 18,566 0perating grants and contributions 3,431,988 3,524,426 3,,095,,626 3,800,358 5,474,658 Total business-type aclivitics program revenues 38,667,228 43,116,423 48,247,789 46,269,836 49,3 17,422 Tolal Primary government PI-Ogt-ain rCVCRLICS S 151,146,274 120,4 54,935 $ 141,866,501 $ 133,480,079 $ 144,914,027 Net revenues(expenses): Governmental activities S (104,54:3,6 6,5) $ 18,022,844) 103,955,930) $ (93,883,657) $ (101,692,840) Business-type activities 1,130,229 589,007 4,543,507 7,044,212 6,717,811 Total net revenues(expemes,) S (I O?3,413,436) 117,43-1,837) $ (99„412,423) $ (86,839,445) $ (94,975,029) General revenues and other changes in net assets: Governmental aciiviiiQs: Taxes: Property taxes S 39,437,025 49,72 1,604 $ 45,146,,022 $ 45,266,172 $ 47,485,292 Sales,tax 26,702,443 27,275,753 28,627,785 29,171,174 4 1 03,924 Mer laxc;,s 17,485,387 16,431,529 111,966,240 32,145,2499 21,225,498 Investment income 9,108,,662 3,615,266 866,861 1,944,988 4,216,186 0ther general revenues 5,193,653 1,530,568 2,356,,802 686,054 12,92 L,1 29 MiscellanCOLIS' - - - 27,882 G'ain on Sale ol'Capital Asset - Transfiers 3,437,718 4,195,190 3,861,417 3,551,0044 3,848,746 Total general reVC11LICS and transfiers; 10 1,364,888 102,769,910 99,825,127 1 12,764,601 33,608.657 Extraordinary gain - 28,677,l53 `Total governmental activities 10 1,.3 64,8,8 8, 13 1A47,063 99,825,127 1 1 2,764,60 1 133,60K657 Business-type,activities: Investment income 1,288,478 1,273,689 26 1,,354 1,505,052 657,343 Miscellaneous 1,013,733 2,337,347 349,909 845,650 2,789,595 Gain on Sale off,'.apilal Asset Transfers (3,437,718) (4,195,1947) (3,,861,417) (3,551,0044) (,3,848,746) Tota]business-type activities (1,135,5(97) (584,154) (3,250,154) (1,20,0,30,2) (40 1 808) Tola]primary government S 10749,229,38x1 S 130,862,909 $ 96,,,574,973 111,564,299 $ 133,2076,'8'49 Changes in net position Governinental activities S (3,179,777) $ 13,424,219 $ (4,1347,803) l 8,880,944 $ 31,915,'817 Busincss-'1'ype activities 4,853 1,293,353 5,84',910 631 6M3 Tart!p r i m,,,i ry govern men I S (324,055) $ 13,429,072 $ (?,83'7,4507) ;$ 24,724,854 392',231,19'2.49 sel"ver ffil"Ids lvr?tw converuul to an enlerl)risefiuid 2008, A 2021-03-02 Agenda Packet 1 8 f+ rage 353 of 484 Fiscal Ye"'u- 2016 2017 2018 2019 2020 25,564,824 S 35,375,230 S 293 1 1,449 S 27,92' 5211 33,033,582 87,749,418 94.7 1 6,683 106,902,130 111,269,341 125,991,666 1,974,046 1.552,750 18,61 7,269 11.,15$,1109 11,768,626 5,632 14,x9'90 6+7,x1161,401 68.885,918 72,192,449 57,563,725 69,49110,706-r 6,934.240 6.875,635 9,553,39'2 14,633,191 16,592,077 3,997,077 5.611.8.878 1,542,733 1,007.869 '1,1.07,068 6,073,434 4.073,047 7,718,90(! 6,740877 (ti,027,344 200,109,672 217.1 13,131 245,738,328 230,2W633 26!3,537,4109 86,512 39,594 13,008 160,797 113,923 - - 27 - - 25,234,891 25,234,89t 32,179,875 34,857,066 36,815,795 38,523,661 1N146,939 8305 34,547 495,865 510,789 5,741,600 6,655,654 10,683,709 10,755,535 9,644,465 - 27,092 - - - 449,028 676,260 595,579 091,256 - - - 95,405 32,2619,4341 39.359,548 46,264,617 48,823,571 49,479,499 $ 232,319,513 S 250,4'7'2,6x79' S 292,002,945 S 279,114,20,4 $ 3 1 3,0 16,568 $ 6,464!,756 S 12,317,921 S 44,562,792 S 5,004,895 $ 1,194,045 11,764,603 11,997,221 178,674 5,865,227 8,154,003 730,19'7 771,6,03 17,920,527 4,701,195 46,290,223 24,218,733 32,598,19x9' 23,487,1 19 23,562,841 24,140,150 10,683,649 43.'221,611x9 1,490,236 2,134,x9'64 2,066,000 1,943,416 1,575,837 972,352 877,744 653,790 22,410,276 22775 1,556 21,246,015 20,686,617 16,656,454 7,143,130 5,019„731 33,959,885 27,052,711 25,449,043 85,369,760 95,853,607 107,617,600 99,886,t 94 124,603,708 35,775,374 36,289,930 37,970,947 44,213,351 44,740,438 239,143 111,9'07 1,201,669 1,205,579 834,494 6,540,936 7,291,037 10,596,287 9,317,298 9,269,133 306,984 - 104,899 1(13,390 33,993 42,868,337 43.692,874 49,773,802 54,959,6618 54,877,958 $ 129,237,097 S 139.545,961 157,391,402 S 144,845,802 $ 179,481,666 ....................................................................... 6114,7x111,912) S (121 260,044) i (138,120,728) S (I 40,404,4.39) S (138,933,361) 10,659,496 4,333,326 3,509,185 6,136,037 5,398,459 $ (104,082,416) S (116,926,7 18) 5 (134,611,543) S (134,268,402) S (133,534,902) $ .50,136,856 S 5%24K 196 S 50,5 1 2,850 S 59,8411,9'72 5 62,905,983 33.317.380 36.469.,033 57,541,043 73,187,780 79,964,672 24,463,262 24,101,777 32,496,156 35,204,174 35,247,893 6,2 13,t 44 2.954,403 5,652,663 12,243,685 14,062,136, 1,034,027 8,970 336,661 1,677,271 12,675,502 13,963,434 13,897,888 02,283 2,799,555 4,190,778 4,170,702 4,339,276 4,352,954 119,320,985 122,640,429 169,049,916 198,892,6414 209,431,526 119.320,985 121640.4-28 169,04.9,916 198,892,604 209,43 1,526 1,357,938 322,52.7 1,155,739 4,575,679 5450,627 524,616 198.847.750 414.696 252,213 380,617 1 15,703 60,770 1,313 (2,799,555) (4.190,778) (4,170,702) (4,339,276) (4,352,954) (917,006) 195.105.202 (2,600,267) 549,396 1,479,603 $ 117,403,984 S 317.745,630 S, 166,449,649 S 199;431,9'90 S 210,911,129 $ 3,579,973 S 1,390,394 30,929,189 S 58,478,165 $ 70,499,165 9,741,49,5 199,438.528 909,919 6,085,423 6,979,062 13,321,469 S 26061,818,912 S, 31,937,106 S 65,163,598 S 77,376,227 185 2021-03-02 Agenda Packet rage 354 of 484 crry OF CHULA VISr FA Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) Fiscal Year 2011 2012 2013 2014 2015 General fund: Nonspendable $ 11,258,150 $ 8,799X6 $ 7,481,079 $ 711424,812 $ 7,419,602 Restricted 127,883 750,951 - (."ornrnitted 7,178,838 4,375,207 2,298,088 6,21501 7,602,,021 Assigned 5,298,536 2,895,545 6,648,922 4,807,244 4,688,124 Unassigned 11,876,992 1.1,969,280 1017901135 114,511,252 1614121,879 Total general fund, $ 35,740,399 $ 28,039,058 $ 27,9691175 $ 32,958,909 $ 36,122,026 All other governniental funds: Nonspcndable $ 21,669,849 $ 30,763,746 $ 29,774,472 $ 23,537,,524 $ - Restricted 109,944,736 83,439,558 91,152,341 1 O7,1 O6,257 129,464,688 ("onirnitted 17,370,613 12,842,477 10,617,691 1 ,677,564 9,584,176 Assigned - - - - - Unassigned (59,092,342) (37,420,734 (37,277,498 (461,451,233) 37,216,1 18 Total all other governniental funds 89,8921856 8916251047 9,492671006 1 O�O18701112 $ 11.011,832,746 Sewerfitn,I,v ivere eotzverled to an enterpri.wfitna`inji,"xcalyear 2008. (7onanillet1fi,aid alance tolated$46.3 millionjorsj.qec6fic purposes pursuan.1 to contstraints iinposed/a� )rtnal action qfthe Cily Council an nwins bindin 2021-03-02 Agenda Packet 186 Pale 355 of 484 Fiscal Ycar 2016 2017 2018 201.9 2020, $ 'I,527M55 $ 7,3631413 $ 7fi76,350 $ 7,578,086 $ 9,290,599 6,417,095 51938,600 64,147,929 46,370,754 11,082,859 4,315,,568 8,526,339 11,866,874 41,546,738 66,5 14,060 25,132,,939 20,020,613 24,512,363 23,378,85,9 25,,636,659 $ 37,392,657 $ 41,848,965 $ 108,203,516, $ 118,874,437 $ 112,524,177 $ 5,8341630 $ 5,460 $ 3,459 $ 4,277 $ 189,587 125,439,1323 1281114,370 143,915,260, 167,241,347 181,367,432 910681623 6,,583,,603 6,303,075 5,2191729 513211988 1,45 ,891 - 10,89'1 6,4,202 122N2 (26,983,855 (19,394,1121 (4,433) (21)147,643) (878,624 $ 11418181612 11 513,09,412 $ 'I 50,228,252 $ 170,381,912 $ 186,123,3+ 5 g unless removed in the same inanner.infiscal.,vew-20N 2021-03-02 Agenda Packet 187 Pale 356 of 484 CITY OF CHULA VISTA 'hand es in Bund Balances of Governmental Funds, Last Ten Fiscal Years (modified accrual basis of accounting) Fiscal Year 2011 201.2 2 2013 2014 2015 Revenues: Taxes 88,878,664 961)868,1086 8214501711 106.1825,1885 1121594i714 Licenses and permits 2188711150 '112531)806 1,4 36355 3,42 11828 1.1 1 1,322,254 Fines and forfcitures 2113,481)565 2,065,246 11639.1781 '11685.1268 2128000 Investment income 8,716'1624 5.1077192,0 2,929,237 4,698 31 5.104411602 Developer fees 1614981744 1319 6 6 1�8 14 21 484 11742�'856 9,15151921 7.� 1592 Intergovernmental 48i 1771,1707 21.186 1,011 40,19531981 28.16471410 26.14091294 Charges for services 11,743,505 20.1907,330 2314401813 20.1748,1232 20.1 1121124 Contriubutions, Other 2811163,311 13,3382,1050 1.4,521,8 1 14.1896,1960 15,932i 194 Total revenues 207'1414i270 175,1382,1263 189,116,025 188,373,405 191'1180i654 Expenditures Current: General government 39 701 1396 23,8331011 251544i079 29134118,81 2614131,901 Public safety 70,6931779 7119 171414 73 x I 77i,912 7614571979 80,235,099 Public works 48,056,229 4719 11,105 4894161,477 401)8941934 41,459,698 Community Development Parks and,recreation 4,,030,767 41)215,643 3,471,548 3,590,441 3,746,349 Library 3,870,646 3,672,661 31,24 i,660 3,81 O,004 3,625,949 Capital outlay 341,215,021 16,182,,888 211144„133 15,347,338 221216,530 Debt service: Principal retirement 7,911,995 81423,156 5,1 13,992 541)040,855 5,340,205 Interest and fiscal charges 11,094,106 91,229,775 6,818,788 7,8501448 6,678,144 Payment to refunded bond escrow agent - - - - - T al Total expenditures 219,573,939 185,385,653 186,E 28,589 231,33,3,880 189,715,,875 Excess(deficiency)of revenues over(under) expenditures (23,736,204) (10,003,390) 2,187,436 (42,960,475) 1.,4 4,7"79 Other financing sources(uses): Transfers in 61,296,934 56,9,89,583 33,900,,786 20ro I,l3i296 30114781465 Transfers out (57,815,981.) (53,5511,865) (321638i610) (16,5511,879) (2 7,5 013 il 7 6 0) Proceeds from long-term debt 29,355,,000 42,286 3,963,104 2,174,204 2,121,,500 Proceeds frorn bond sale 207,372 - 45,920,000 Payment to escrow agent trust I,6,71 011000) Bond premiurn/(bond discount) (9251,872) 31)537,111 Capital 1.,eases Proceeds from sale of capital assets 9,630,000 - Total other-financing sources(-uses) 15,407,453 13,110,004 5,225,280 5,73,5,621 541553,316 Extraordinary item: Loss,on dissolution of the Chula Vista Redevelopment Agency (3,191,040) - Total extraordinary item - (3,19 im4o) Net change in fund balances, ( ,32 ,751} S 311.06M.4 +,221,676 (37224,854) 56,018,095 Debt service as a percentage of noncapital expenditures 9.4% 10.1% .9% 30.3% .9% Sevi)erfiinds n=erd(!onverled to an enterpri�ejitnd in. bac al 2'008. 2021-03-02 Agenda Packet 188 Page 357 of 484 Fiscal Year 2016 2017 2018 201.9 2020 $ 11 0,452,962 $ 121 14621604 $ 1391296,422 $ 1571,8241296 $ 166,215,250 1 X8i020 1,290,968 1,1601,980 21,367,165 1,834,236 11942,656 1,805,508 2,035,8,23 2218,235 1,670,628 7106 5,45 3766457 5,682,112 12212 190 14,062,136 i 'I i i i 11,657,266 8 1.11,178 23,506,237 18 068,217 10,653,015 23,868,174 231,4271460 25i522.119'9 26,409,517 27, 22,6471645 2 i6621094 231630.1103 24,192,51513 271616.M79 111176,1'64 151244,1658 11,984,x'32 15,839,288 23,529 357 21.,132,6 5 17,419,459 16,225,79!x' $ 19417421456 210,,754,626 253,583,545 $ 276,689,250 278,097,537 $ 2910871838 3312181003 2317231205 S 231452,836 28,0(121)094 8316371,644 87�73'1 1136 95,424,528 101 11580,642 114,01 1942 49,7751141 45,1351590 3718561917 291974482 33,2841800 11)974i046 210301654 1716011341 101860,838 101951,941 4,0591567 412461605 412761366 111208,237 101011708 3,969,307 4,721,120 3,943,06 3 3,948,154 3,580,413 12,976,408 19,172,666 40,843,898 49,253,675 51,371,872 34,980',737 61 11055 11,898,280 11,760,783 12,810,263 6,437,941 5,194,264 81382,476 81023,403 7,348,481 422,751 2,6731892 - - - 227,321,380.1 2101233,985 243,950,074 250,063i0150 2721)67315.1.4 (32,578,924) 52.01041 916331471 261,626,200 5,424,0'23 2 1.1708,1446 27,905,430 49,858,764 20,965,197 22,019,355 (18,89'7,272) (25,949,256) (471177,986) (16,625,921) (1 8i443,5 1 O') 578,1224 3771487 - - 34,330,000 341485,000 - (7113500) (36,860,637) - 2,11262,493 218361273 - 1,12851J0153 7591697 1,0231800 31 467 5,098,973 51199,645 �389,398 31,791,154 4426") $ (29 1891,526) $ 3,2131 1 1795 $ 141(159,938 $ 3117251173 $ 10.162308 20.3% 6.0% 10.0% 10.0% 9.3% 2021-03-02 Agenda Packet 189 Page 358 of 484 CITY OF CIIIJLA VISTA Assessed Value and Estimated Actual Value of Taxable IPra perty Last Ten Fiscal Years (",Icy RcdQvclopnicnt Agcncy/Succcssor Agency 1fiscal Year Taxable Taxable Total Ended Less: Assessed Less: Assessed Direct:,rax June 30 Secured Unsecured Exemptions Value 2 Secured Unsecured Exeniptions 3 Value Rate 2011 $ 21,341,39'7,693 $ 577,214,653 $ (683,167,117) $ 21,235,445,229 S 1,042,561,908 S 130,433,921 S - S 1,172,995,829 (1.14315;"o 2012 21,21517,1}1515,193 613,72,400 (739,917,158) 21,153,963,435 1,054.772,168 157,,33,0,744 - 1,212,102,912 O.143 8% 2013 21,173,362,17154 565,75 1,305 (7963 16,481) 20,942,796,908 1,045,060,350 97,973,502 - 1,143,033,852 O.143 8% 2014 2 1,9 2 2,15 1,02 5 555,819,631 (83 1,701,747) 21,646,268,909 1,150,985,609 104,386,694 - 1,255,372,303 17,1438 , 2015 23,413,0310,465 542,342,9'57 (864,933,069) 23,090,,440,353 1,142,294,084 101,995,779 - 1,244,289,863 O,14315% 2016 24,754,13 1,895 5493 12,047 (847,445,301) 24,455,,998,641 1,209,286,482 117,99 1,956 1,327,278,438 17.1438% 2017 26,210,551,258 543,505,450 (977,982,199,) 25,776,074,509 1,246,659,237 107,794,167 1,354,453,404 O7.1438% 2018 27,801,823,181 559,678,820 (1,009,910,410) 27,351,59 1,591 1,396,009,911 112,713,638 1,508,723,549, O),1438% 2019 29,390,23 Ij 10 592,221,286 (1,118,567,598) 28,863,884,798 1,554,756,256 125,692,898 1,680,449,154 07,14385�/,, 2020 3 1,185,0481,225 602,642,833 (1,191,602,603) 30,596,088,455 1,657,266,937 'I 19,906,018 1,777,172,955 01.14370'/ Redevelopt'nent Agency dissolved,,,is of Jarivary 31,2012. Successor Agency fornied February 1,2012 2 IflClUdes redevelopnient incremental valuation, 3 ,Redevelopment Agency/Successor Agency exeniptions are included in City exerription data as they are not reported separately. NOTE: In 1978 the voters of the State of California passed Proposition 13 which limited property taxes to a total maximuni rate of I(Vo based upon the assessed value ofthe property being taxed. Each year, the assessed value of property may be increased by an"inflation factor"(fit-nited to a maximum increase of 2%), With few exceptions,property is only re-assessed at tlie time that it is so�ld to a new owner. At that point,tile new assessed value is reassessed at the purchase price of the property sold.The assessed valuation data shown above represents the only data currently available with respect to the actual market value of taxable property and is su(�ject to the litnilations described above. Source. C'()tintyofSai�if)iegoProI)ei-tyTax Sei-\Tices Valuation Report,Tax Rate by Tax Rate Area,ACAP 345E 190 2021-03-02 Agenda Packet rage 359 of 484 CITY OF CHULA VISTA Direct and Overlapping Property Tax Rates, (Rate per$100 of assessed value) Last Ten Fiscal Years 2011 2012 2013 2014 21115 2016 2017 2018 2019 2020 City Direct Tates: City basic rate 0.1438 0.1438 0.1438 0.1438 0.1438 0,143 8 0.1438 0.1438 0.1438 11.1437 Overlapping Rates: Chula Vista Elementary School 0.0261 0.0259 0.0253 0.0463 0.0475 0.04301 0.04323 0.03594 0.03917 0.03743 District Bonds Sweetwater Union high School 0.0552 0.0608 0.0586 0.0582 0.0541 0.05169 0.05162 0.05156 0.05283 O�.O�5 159 District Bonds Southwestern Community 0.0364 0.0331 0.0375 0.0368 0.0358 0.03961 0.03856 0.04981 0.04671 0.04482 College Bonds MWD D/S Remainder of 0.0037 0.0037 11.1.1035 0.0035 O.O035 0.0035 0.0035 0.0035 0.00350 O.O0350 SDCWA 15019999 County of San Diego * 1.0000 1.0000 1, 000 1.0000 1.0000 1.0000 1.0000 1.0000 1.00000 1.00000 Total Overlapping Rates 1.1213 1,1235 1.1249 1.1448 1.140 1.1378 1.1369 1.1408 1.14221 1.13734 Breakdown of the County of San Diego 1.00 Rate:** County General 0.15920355 Gen Elem Chula Vista 0.29103670 High Sweetwater Union 0.18823068 Southwestern Community College 0.05072194 County School Service 0.00757296 County School Service-Capital,Outlay 0.00190859 Childrens Institutions Tuition 0.00161434 Regional Occupational Centers 0.00483027 Chula Vista Proj cct(19/84601) 0.00019695 Chula Vista Prqjcct(19/84602) 0.00039390 Educational Revenue Augmentation Fund 0.14676995 Chula Vista City 0.14375071 South Bay Irrigation 0.00000000 CWA South Bay Irrigation 0.00376946 San Diego Unified Port 0.00000000 Total 1.00000000 NOTE: In 1978,California voters passed Proposition 13 which sets the property tax rate at a 1.00%fixed amount. This 1.00%is shared by all taxing agencies for which the subject property resides within. In addition to the 1.00%fixed arnount,property owners are charged taxes as a percentage of assessed property values for the paynient of school eo ds nd other debt service. Overlapping rates may vary by tax rate area. The data listed in this,table is representative of tax rate area 001001. Source: County of San Diego Property Tax Services and.A.CAP 345B 2021-03-02 Agenda Packet 19 1 Page 360 of 484 CITY OF CHULAVISTA Principal P,roperty'Tax Payers, Current Year and Nine Years Ago 2020 2011 Percent of Percent of Total City Total City Taxable Taxable Taxable Taxable Assessed Assessed Assessed Assessed Taxpayer Value Rank Value Value Rank Value Rohr Inc. 248,26 1,089, 1 0.8 1% '1791,146,931 3 0.84% GGP Otay Ranch LP 205,718,700 2 Ox.67% 175,335,6 8 8 4 0.83% John Hancock Life Insurance C'o 152,798,189 3 0.50% - - Sharp Chula Vista Medical('enter 143,048,962 4 0.47% - - 1 e uu.lo Regulo P'lace Apts Investors 1, 11 8,036,342 5 O.39% 115,8 36,' 8 7 0.55% Otay Land CO LLC 113,640,525 6 01.37% - - Brisa Acquisitions LLC 100,316,854 7 01.33% - - NM Pulse I..J.,C 99,382,747 8 0.32% - - Vista Pacific Villas I...,.P 99M441746 9 01.32% - - BREFMCA I t...,C 8215431665 10 O.27% - - JPB Development - - 42 ,246,476 1 2.02% San Diego Expressway Limited - - 1891)100,000 2 0.89% Equity Residential - - 163,371,1 t"0 5 0.77% Shea Hornes Ltd Partnership - - '1191,002,983 6, 0.56% Chula Vista Center LP - - 721'130,318 8 0.34% Rancho Mesa LP - - 6411 00t000 91 0.30% Carn.den.'USA Inc - - 62,546,375 10 0.29% $ 1,362,791,819 4.450/ $ 1,5691816,869 7.39% The amounts shown above include assessed value data for both the City and the Redevelopment Successor Agency. Source: MuniServices,LLC County of San Diego Property Tax Services PT Base Tab Taxable Assessed Value for FYE 2021-03-02 Agenda Packet 192 Pale 361 of 484 CITY OF CHULA,VISTA Property Tax Levl*es and Collections Last Ten Fiscal.Years Collected within the Fiscal Taxes -Levied Fiscal. Year of Levy Col-lection.sin Total. Collections to Date Year Ended for the Percent Subsequent Percent June 30 Fiscal Year Amount of Levy Years 2 Amount of Levy 2011 $ 25,325,126 $ 24,77302 97.82% $ 134X5 $ 24,907X8 98.35% 2012 25,373,780 24,669,632 97.22% (35,474) 241634,158 97.09% 2013 25,352,454 24,9821072 98.54% 117,973 25JOOM45 99.00% 2014 26M631753 25,758n225 98.83% 39n776 25n7981000 98.98% 2015 27,72606 27,3981740 98.82% 36,404 27,435,143 98.95% 2016 29,083,269 2800056 99.03% 68,973 2809,1.28 99.26% 2017 30fi3208 3 ,3881650 99.20% 49,984 30,438,634 99.37% 2018 32,518,946 321206n343 99.04% 58,329 32n264n672 99.22% 2019 3411981598 33,877,270 99.06% 66562 33,883,832 99.08% 2020 36,2021585 35,677,358 98.55% 80,701 35,758M59 98.77% Levy amounts do not include supplemental taxes. 2 Collection amounts represent delinquencies collected for all.prior years during the current tax year. Total delinquent collections are reduced by any refunds processed from prior year tax collections. Source: County of San Diego Property Tax Services ACAP234A 1% 2021-03-02 Agenda Packet 193 Pale 362 of 484 CITY OF CHULA VISTA Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental Activities Fiscal Yca-r Pension Tax Total Percentagc Dcbt Ended Obligation Allocation Certificates of Governmental of Personal Per June 30 Bonds Bonds Loans Participation Activities Income I Capita I 2011 2,655,000 $ 43,985,000 1618761860 13610601000 19915761860 1.85% 814 2012 - 4310051000 10731344 1 2,2901000 194,968,344 1.85% 779 2013 - -2 14,182,697 128,375,000 142,557,697 1.3 3% 558 2014 - -2 18,,366,623 121,650,000 140,016,623 1.23% 539 2015 - -2 17)849,1316 1171)59000 135,439,3 16 1.12% 5117 2016 - -2 M673,487 111 J95P)o 129,868,487 1.10% 493 2017 - -2 21,445,777 10662500 127,470,777 1.1(x% 480 2018 - -2 12310531035 78,260MOO 2011313M35 1.39% 751 2019 - -2 114, 55,374")77000 188,825,3361 1.42%) 704 2020 - -2 .1 04,442>1 71,11 ,00 175")552>1 N/A 645 These ratios are calculated using personal income and population for the prior calendar year. 2 Tax Allocation Bonds transferred to Successor Agency and shown as fiduciary fiend. Notes:Details regarding the City's outstanding debt can be found in the notes to the financial statements. 2021-03-02 Agenda Packet 194 Pale 363 of 484 CITY OF CHULA VISA Ratio, of General Bonded Debt Outstanding Last Ten decal Years, In Thousands,, except Per Capita) Outstanding General Bonded Debt Fiscal Year Pension Tax Percent of Ended Obfigat.i.on Allocation. Assessed Per. June 30 Bonds Bonds — Total Value J Capita 2011 $ 2fi55 $ 985 $ 46,640 0.22% 190 2012 - 43,1005 43,005 0.20% 172 2013 - 4119 411985 0.20% 164 2014 - 4(11920 401920 0.19% 157 2015 - 39,230 39,230 0.17% 150, 2016 - 37.1465 37.1465 0.15% 142 2017 - 29,315 291315 0.11% 110 2018 - 27," 30 271930 0.10% 104 2019 - 26,265 261265 0.09% 97 2020 - 241,540 24,540 0.08% 90 General bonded debt is debt payable with governmental fund resources and general. obligation bonds recorded.in, enterprise funds of which, the City has,none). Assessed value has been used because the actual value of taxable property is not readily available in the State of California. 2021-03-02 Agenda Packet 195 Page 364 of 484 CITY OF CHULA VISTA Direct and Overlapping Debt .June 30,2020 20 19-20,Assessed Valuation: 30,596,088,455 Total Debt City's Share of OVERLAPPING TAX AND ASSESSMENT DEBT: 6/30/20 %Applicable(1) Debt 6/30/20 Metropolitan Water District $ 37,300,000 0.988% S 368,524 Otay Municipal Water District,JD.No,27 2,105,0001 99.996 2,104,9,16 Southwestern Community College District 41 5i 123,6,76 51.092 2121094i989, Sweetwater Union High School District 395,759,333, 60.834 240,756,233 Chula Vista City School District 95,458,285 87.629 8316499141 Chula Vista City School District Schools Facilities Improvement Dist 1 79,580,0001 79.508 63,272,466 National School District 25933010001 3.338 8459515 City of Chula Vista Cc:mniunity Facilities Districts 127,550,00101 100. 127,550,000 Sweetwater Union High School District Community lFacilities District No. 1 18,803,271 100. 18,803,271 Sweetwater Union High School District C0111111LInity lFacifities District No.2 111,288 100. 111,288 Sweetwater Union High School District Community Facilities District No,3 5,988,686 100. 5,988,686 Sweetwater Union High School District Community]'�acilitics District No.4 3,178,664 100. 3,178,664 Sweetwater Union High School District Community Facilities District No,5 1,585,854 80.884 11282,702 Sweetwater Union High School District Community Facilities,District No.6 619691411 100. 619691411 Sweetwater Union High School District Community Facilities District No.10 4,45 1,520 '15.812 703,874 Sweetwater Union High School District Community Facilities District No. 11 416 3 913 19 100. 416391319, Sweetwater I Jnion High School District Community I Facilities District No. 12 2,09306 100. 2,093,606 Sweetwater Union I ligh School District Community Facilities District No, 13 2,677,868 1 00. 2,677,868 Sweetwater Union High School District Community Facilities District No. 14 4,966,227 100. 4,96619227 Sweetwater Union High School.District Community Facilities District No, 15 2,907,399 100. 2,907,399 Sweetwater Union High School District Community Facilities District No. 16 3111021153 100. 31102,1153 Sweetwater Union High School District COMMUnity Facilities District No,17 4,785,384 100. 4,785,38,4 Sweetwater Union High School District Community Facilities,District No. 18 111,2818 100. 1111288 City of Chula Vista 1915 Act Bonds 3,44500 100. 3144500 California Statewide Communities Development Authority 1915 Act Bonds 456,635 100. 456.1635 TOTAL OVERLAPPING TAX AND ASSESSMENT DEBT S 796,864,559, DIRECT AND OVERLAPPING GENERAL FUND 1)1`1137r: San Diego County General Fund Obligations $ 23 1,350,000, 5.501% S 12,726,564 San Diego County Pension Obligation Bonds 456,040,0001 5,501 25,086,760 San Diego County Superintendent of Schools Obligations 9,3 5 0,001O 5,501 514,344 Southwestern Community College District Certificates of Participation 595,00101 51,092 303,997 Sweetwater Union 14igh School District General Fund Obligations 38.1060001 60.834 23,15311420 Chula Vista City School District Certificates of Participation 152,895,010101 87.629 133,9801,3601 City of ChUla Vista General Fund Obligations 176,157,8401 100 176,1 57,8401 TOTAL DIRECT AND OVERLAPPING GENERAL FUND DEBT S 371.1921,285 OVERLAPPING TAX INCREMENT DEBT(Successor Agency): S 241540,0001 99.348% S 24,379,999 TOTAL DIRECT DEBT $ 176,157,840 TOTAL OVERLAPPING DEBT S 1,017,010,003 COMBINED TOTAL DEBT S 1,10,13,107,843 (1) The percentage of the overlapping debt applicable to the city is estimated using taxable assessed property value. Applicable percentages were estimated by determining the portion of the overlapping district's assessed value that is within the boundaries of the city divided by the district's total taxable assessed value. (2) Includes Certificates of Participation,Lease Revenue Bonds,Loans,Notes and Capital Leases. (3) Excludes tax and revenue anticipation notes,ctitcrprise rcVC11L1C,mortgagc revenue and non-bonded capital lease obligations.Qualified Zone Academy Bonds are included based on principal due at maturity. Ratios to,2'0.11.9-201 Assessed Valuation: Total Overlapping Tax and.Assessment Debt.............................. 2.60% Total Direct Debt($176,157,840).......... .............. ..... 01.58% Combined Total Debt.......................................................... 3.90% Ratios to Redevelopment Successor Agency Ing-emental Valuation($1,778,559 641 Total Overlapping Tax Incretrient Debt........................... ......... 1.37% 2021-03-02 Agenda Packet 197 Pane 366 of 484 CITY OF CHULA VISTA Legal Debt Margin Information I-,ast Ten Fiscal Years Fiscal Year 2011 2012 2013 2014 2015 Assessed valuation $ 21,235,445,229 $ 21,153,9 3,435 $ 20'1942,796908 $ 21,646'11268.1909 $ 23M901440.1353 Conversion percentage 25% 25% 25% 25% 25% AdJusted assessed valuation 5,3081861!307 5.1288149018,59 5,235,699,227 5,41 1,567,227 5772161008 Debt limit percentage '15% 15% '15% 15% 15% Debt Iii-nit 7961329,1.9 793i2731629 785i35404 81117351084 865,8911513 Total net debt applicable to linnit: Pension obligation bonds 2,65500 - - - Legal debt margin $ 793,674,1.9 793,273,629 $ 785,354,884 $ 811,735,08,4 $ 865,891,513 Total debt applicable to the lirnit as a percentage of debt lit-nit 0.3% 0.0% 0.0% 0.0% 0.0% The Government Code of the State of California provides for a legal debt limit of 15%of gross assessed valuation.However,this provision was enacted when assessed valuation was based upon 25%of niarket value.Effective with the 198,1-82 fiscal year,eac earcel is ow assessed at 100%of market value(as of the most recent change in ownership for that parcel).The COMPLItations shown above reflect a conversion of assessed valLiation data for each fiscal year from the Current full valuation perspective to the 25%level that was in effect at the time that the legal debt margin was,enacted by the State of California for local governments located within the state. Source: City Finance Department County of San Diego Property Tax Services 2021-03-02 Agenda Packet 198 Pale 367 of 484 Fiscal Year 2016 2 17 2018 2019 2020 24,455,998,641 25,776,,074,509 27,351,591,591. $ 28,863,884,798 30,,596088,455 25% 25% 25% 25% 25% 0,113,909,000 0,444,118,027 0,837,897,898 71215,.1971,200 7,649,022,114 15 O/o 15% 15% 15% 15% 917,0991949 966,602,794 11025,684,685 1,0,82,395,680 1,147,353,317 917,099,949 966,,602,794 1,025,684,685 $ 1,082,395,680 $ 1,,147,353,,317 2021-03-02 Agenda Packet 199 Page 368 of 484 C1TY OF CHL. VISTA Pledged-Revenue Coverage 01 Last Ten Fiscal Years Tax Allocation Bonds Fiscal Year Ended Tax Debt Service June 30 Increment Principal Interest Coverage 2011 13,822.938 940M00 2M32.05 4.65 2012 1 0193 1 M5 980M00 1'1992�565 3.68 2013 3.19491717 110201000 1,948,865 1.33 201.4 61144101-5 1,10651000 1.,9 0 1,703 2.07 2015 5, 452 1,690,+ 00 1,840,378 1.60 201.6 5, 42,979 1,7651000 1,765.765 1.43 2017 3158,91342 0 84900 4.22 2018 4M921288 1 X3851000 11171175+ 1.60 2019 2,77402 116651000 111 32195 0.99 2020 312541673 1,17251 0 1 10'821075 Note.- Details regarding the city's outstanding debt can be found in. the notes to the financial statements. 2021-03-02 Agenda Packet 200 Page 369 of 484 CITY OF CHULA VISTA Demographic.and Economic Statistics Last Ten(,alendalr Years Educational Attainment. Pei,rnl`S,D. Pet,Change Avg, %Bachelor's Per Capita Total County from Previous Mecliaan I lcn'useholul %High School Degree cnz- 1''ct,Below Unemplcrynndnt 1'crsonall Income Personal `'can` Population.a Populationa `ear a Age 7 �Sirac a Grde'' I Iigber� Poverty' Rate4 (In Tlncausaunul;)'� 111connc w 2011 245,309 7,9%a 0161yo 33,6 3,,22. 82,21,,0 25.70X� 1.1.6%,a 1.2.8% 10,807,171 44,4155 2012 250,349 7,9% 2.1% 33.6 3.23 81.3,o 27.9':'ar 1 1.91'"o 11 A%) 141,564„1341 42,19 2013 255,607 8,0% 2.1 IN, 33.5 3.25 79.011"o 25.61/,r 15.t"i'%"� 9.80410,752,622 42,067 2014 259,811 8.1%'0 1.d'OX, 33.6 3.27 80.4�,O 27.81M, 12.13% 8.1IN, 11,376,071 43,786 20L5 26l,801 8.4%'o 0.8"pY 33.6 3.27 8 2.3'"I, 2016 263,611 8.0%o 0.7?;NY 33.7 3.27 so.I�I) 27.4% 10.5% 5.9% 11,28,107 44,8,70 2017 265,357 8,(1'% 0.7% 33.11 3..29 80,91,''o 29.1°7,ir 11.5% 5.0"0 11,578,529 43,6211. 2011.13' 2118,01141 8.()'%o 11.001/a 33.5 3.34 85.51,%, ?7.4"1�Y 8.4% 3.6'/'p 14,470,667 54,116 f {111) 271,4)32 8.1 Iyu 1.0,%, 32,8 3.26 3.2.a, 292% 12.5% `zl 143,331,588 49,164 24120 272,202 11,1°fr 11.4'''.>fF 32.1 3.25 n/a n/a un/au 11/an. ra/zn n/a Source: atannzzlccl by SAN74Service uDepartment car. CaIrl rnoacBFr7 cc,"JanuaryPopulation a �uara Estimates" ��.J7�1Estimates,Vuatita,cu411,].l4 2I91,SAN7l.f Estimates,Vintage 2019(�444 u 4) ); r.Aawnenzicwzn(.,cnannannzanut Survey(ACS)1 Yctizu I°,stwnzwntr..s,Tables I31_,U1J.3(F;clr,acatncrual Attainment)and 1':'31.7114.11.(Poverty);1,~-1 California Imun7zlcn nnent Dcvclu.n..nza.nat Department(FDD),Lcnc..ul Area Unzuennii len mcnt Statistics 1.., 1.15 Anm,n,idzl. Average,.L.S. 3nncau IuununnruAnalysis(BEA),Regional ccn[ronuuAccounts f Lrcatl Area c,5cral ricunnuAavc uS, 1<llu(,MW,ACS k�uar F�tn7{tc.,Table 13193M;Fzuuuu cC��lcr tatrwtnuw Q3L�)„retrieved ncnn R1C) C1-zainccl C:°ennSuanncr Price Indcx((.,TI),"Scrics 1 C1C.1rSA424SA11." Nc.ztc,s.Yuat()-enr variation tlun1clucatac7zl AtGarnrncnt and Poverty are 11aresult ofboth actual change a7cwarnalra caucm. cCa uta fcuwcnal Incunnc('Cf1)is the:naccctncJuuawclnutans uCalrta Inc<nnc tn tlnuregion's basedon ., y . dollars. 2 a tlne AC.�S 1�'cau T,�,taann�ntc�T�zlnl lit:134)11 nn�nzlltu�Nacclla the region's PCPI Ina�rn 1iF..A.Personal Irncra'nn"wc rig t1nu..ncnclrnct uFI CI I incl lc�tcaNl Population.ullantrcnn.1.)oll�nn'ti�nlrzc,:�bane,urulldrtann aacl nr�,t�.cl to�4D1� ll1"vl�claazn Age lua�(l�.11 rnr"wc1 I cn:,cznal 1 � � 1 I? .J1w lnconnc and PCTI fior 2019 were eslinnnanted using tlzc prior year's grcnmh rate, 13I-:A k na n 1 Income 1 tlzn-no n o�n "Personal un rnn n� I1 inconic,n rn i In r on 1�1n Vd C�all persons Ir rrr all� a � fromparticipation I r r a nrti n 1 tuanz. I'n nn +�a�nnr"r lu nnn n business,:�. lr rr7 tlnx ownership I Inca°nn r I. C,t7�d C(A u C r. t Cn4.1� t, the t,C9 u t 4.c l,C y,L7 47 ��.� �,< 1DL Cn C1 ti fYL LL.. �n fi a1�7 v production,uut L. , C4 � d Cn (,(� n u..fir, L� a,.'(] f, 1'9 47 a C a aas ...assets,incl Irsant�,u�vc,nnunacnnt�uncl.L�rr�unv��int1thelu�rzat of lr�nn�tic,rM,It ruau,Inrcic;�«unc,unrrrc,lrrnn�cicnnanc,�trc.sources as well tlnvti rust cul°w,vanrlcl,It clun'c�not pn'c,l>wrcic n��n➢nruacl or nurnnwalr�,uwc1 capital gains unn tlunssc.s.. 2021-03-02 Agenda Packet 201 rage 370 of 484 CITY OF CHULA VISTA Principal Employers Current'Year and Nine Years Ago 2020 2011 Percent of Percent of Number of Total Number of Total Employer Employces, Employment Employees Employment Chula,Vista Elementary School District 3,592 1 5.43% 2,651 2 5.10% Sweetwater Union High School District 3,550 2 5.37% 4,125 1 7.93% Sharp Chula Vista Medical Center 2,295 3 3.47% 1,352 5 2.60% Southwestern Community College 2,096 4 3.17% 2,076 4 3,.99% Rohr Inc./Goodrich Aerospace 1,808 5 2.74% 21150 3 4.13% Wal-Mart 1,323 6 2.00% Loll 8 1.94% City of Chula Vista '1,139 7 1.72% 1,068 7 2.05% Scripps Mercy Hospital Chula Vista 1,073 8 1.62% 1,082 6 2.0 % Costco 738 9 1.12% 497 10 0.9 11/ Aquatica 10 10 0.92% - - 0.00% Target - 0.00% 591 9 1.14% "'Total Employment"'as used above represents the total employment of all employers located within City limits. Source: State Employment Development Department City Finance Department Sweetwater Union High School District Chula Vista Elementary School District Southwestern Community College EDD EDD Q4 average: 66094 2021-03-02 Agenda Packet 202 Page 371 of 484 CITY OF CHULA,VISTA Full-time and .Part-tlirne City Emp]o,yees by Function Last Ten Fiscal Years Function 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 General Government 258 269 282 312 288 205 210 19�8 1,60 160 Public Safety 448 432 432 425 469 470 474 4 �2 527 554 Public Works/Engr 155 159 164 161 161 241. 228 228 184 1.80 Parks and Recreation 11.2 1.15 1.15 130, 1.61. 1.76 1.53 158, 229 69 Library 41 76 2 77 88 70 77 73 74 24 Development Services 54 55 49 49 49 57 55 58 73 71 Total 110+ 1J06 1J24 11154 1121 1,21 1J97 11207 1,247 1 M58 Source: City Finance Department 2021-03-02 Agenda Packet 203 Page 372 of 484 CITY OF CHULA VISTA Operating Indicators Icy Function Last Ten Fiscal Years Fiscal Year 2011 2012 20 13 2014 2015 2016 2017 2018, 2019 2020 Police: Citizcn-initiated calls I'OF SCI-ViCC 65,186 64,885 66,319 65,645 64486 67,512 65,672 65,643 64,066 66,470 F'ire: Nurnber of emergency calls 1 1,3 19 12,863 12,9'501 14,787 189328 19,612 19,,612 21,397 2103 22,843 Inspections 2,389 2i2015 2,39'01 2,262 4,209 41207 4,,207 3,907 3,862 41029 Pub I i c works: Street resurfacing/niaintenance 99,,978, 55,398 121,428 38,087 61,640 39,338 61,640 16,178, 14,734 61,640 (square feet) Parks and recreation: Number of recreation classes 2,008, 1,914 2,572 2,456 2,388 3,859 3,,124 2,658 3,552 2,008 Number of facility rentals 1,,524 2,028 1,9 15 1,781 1,921 1,573 1,482 688 771 1,100 1-ibrary: Circulation 9,52,847 98208 992M05 954,071 839fi16 706159,4 706,,594 637,119 539,762 500,195 Attendance 614,841 722,3 10 8321975 822,895 803,535 857,475 857,475 958,117 1,6351849 961,848 ewer": New connections 28,7 646 9'68 553 210 2211 211 502 1.456 1628 Average daily sewage treatment. 16.3 15.9 15.7 15.5 15.5 15.4 20.9 20.9 20.9 20.9 (millions of gallons) Excludes filling of potholes and crack scaling. Note: Data is,notavailable for the fiscal years niarked as n/a. Source:City of Chula,Vista 2021-03-02 Agenda Packet 204 Page 373 of 484 CITY OF CHULA VISr IA Capital Asset Statistics by Function Last r'I'en Fiscal Years Fiscal Year 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Police: Stations I I I I I I I I I Fire: Fire stations, 9 9 9 9 9 9 9 9 9 10 Public works: Streets(miles) 429.5 429.5 429.5 433.9 433.9 433.9 433.9 434.2 434.2 445.2 Streetlights 9,054 9,066 9,,O9 9,069 9069 9144 9282 9539 9787 9849 Traffic signals 268 269 273 273 273 275 275 282 288 300 Parks and recreation: Parks(acreage)1, 523.1 530.7 530.7 527.7 557.2 557.2 708 660 660 704.02 Recreation facilities I I I I I I I I I I I I 11 11 I I 11 I.Abrary: Libraries 2 3 3 3 3 3 3 3 3 3 Sewer: 2 Sewer pipes(miles) 55.0 505.0 505.0 511.3 514,315 514.6, 514.6 514.6 514.6 516.8 3 Storm drains(miles) 248.9 249.0 249.0 255.2 263.209 266.2 269.6 272.4 273.8 280.6 Maximum daily treatment capacity 20.9 20.9 20.9 20.9 20.9 20.9 209 20.9 20.9 16.6 (millions of gallons) Includes community,neighborhood,specialpurpose,,niini,urban,and privately maintained public parks within City Boun.daries 2 Updated 2018 Sewer pipees(miles)per G,AS.B 34 FY 2018 3 Updated 20'l 8 Sewer pipees(nailcs)per(-"TASB 34 FY 2019 Source:City of Chula Vista 2021-03-02 Agenda Packet 205 Page 374 of 484 0000 00 IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII LISL INDEPENDENT AUDITORS' REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING,AND ON COMPLIANCE AND OTHER MATTERS BASED OINI ANI AUDIT OF IFIINANCIAS.. STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the HIonorable IN ayor and Members of the City Council City of Chula Vista, California We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards, applicable to financial audits contained in Government Auditing Standards issued by the Comptroller Gene�rall of the United States, the financial statements of the governmental activities,, the business-type activities, each major fund, an�dl the aggregate remaining fund information of the City of Chula Vista, California, (the City) as of and for the year ended Juane 30, 2020, and the related notes to the financial statements, which collectively comprise the City's basic financial statements, and have issued our report thereon dated January 29, 2021 Internal Control) over Financial Reporting In pilanning and performing our audit of the financial statements, we considered the City's internal control over fiin�ancial reportiin�g (internal control) as a basis for designing audit procedures, that are appropriate in the circumstances for the purpose of expressing our opiniions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal contro�l�., Accordingly,, we do not express an opinion on the effectiveness of the City's internal control. A de,ficielncy in internal control exists when the design or operation of a control does not allllow management or empllolyees, in the norm�all course of performing their assigned functions,to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possib,ility that a material misstatement of the entity's financial statements wiill not be prevented or detected and corrected ons a timely basis. A significant deficiency is a deficiency, or a com�b,in�ation of deficiencies,, in iinternall control that is less severe than a material weakness,, yet important enough to merit atten�tiion by those charged with governance., Our consideration of internal control was, for the limited purpose described in the first paragraph of this section and was not designed to identify alll deficiencies, in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses o�r s,ignificant deficiencies may exist that were not identified. Given these limitations, during our audit we diidl not identify any deficiencies in internal control that we consider to be material weaknesses. We did identify the following deficiencies in in�tern�al control, described in the accompanying schedule of findings and questioned costs,that we consider to be a s,iiginificant deficiency: 1) 2020-001: Cash and Investments, Reconciliations PrimeGlobal ........................................................................................................................................ LSL0000 0000 00 To the Honorable Mayor and Members of the City Council City of Chula Vista, California Comphance and Other atters As part of obtaining reasonable assurance about, whether the City's financial statements are free from materiall misstatement, we performed tests, of its compliance, with certain provisions of laws, regulations, contracts, and grant agreements, noncomplliance with which could have a direct and material effect on financial statements. However, providing an opinion on comliance with those Iprovision�s was not an objective of our audit,and accordinglly,we do,not express such an opinion.The results of our tests disclosed no instances of noncompliance or other matters that are required red to be reported under Government Auditing Standards. City's Response to IFtridlings The city's s response to the findings identified in our auidlit was not subjected to the auidliting procedlu�res applied in the audit of'the financial statements and, accordingil�y, we express no opinion on it. Purpose of this Report The purpose of this report is sollelly to describle the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the City 11 s internal control or on compliance. This report is an integral part of an audit performed iin accordance with Government Auditing Standards in considering the City's internal control and compl�iance. Accordingly, this communication is not suitable for any other purpose., 04 ala*&, 0�1 Brea, California January 219, 20,21 2021-03-02 Agenda Packet 208 Page 377 of 484 I. 11 HIM JillISO' PH ME, zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2 02 1 File ID: 21-0039 ,TITS RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CSI LA VISTAAPPROVING THE AMENDED MEASURE A PUBLIC SAFETY EXPENDITURE PLAN TO ADD ONE POLICE LIEUTENANT, ONE POLICE SERGEANT AND THREE PEACE OFFICERS TO FUND SUCH POSITIONS FROM MEASURE A -- POLICE DEPARTMENT' AVAILABLE FUND BALANCE 4/5 VOTE REQUIRED) ACTIONRECOMMENDED Council adopt the resolution. SUMMARY On February 13, 20,18, the City Council accepted the recommendations of the Public Safety Advisory Committee to adopt the Intended Public Safety Expenditure Plan PSEP . The PSEP presented the Intended expenditures of approximately$18M per year if a half-cent general sales tax measure passed.,The intended plan Inas a guide on how the funds could be allocated based on the critical needs identified by the Police and Fire Departments.The plan also assured that both the Police Department and Fire Department would each be allocated, through the budget process, approximately $9M annually from the sales tax, ,with the goal of addressing public safety understaffing and improving response times. On June 5, 2018, the voters of the City of Chula Vista approved Measure A authorizing a one-half cent sales tax on retail sales within the City. The collection oft e sales tax began on October 1., 2018. On December 18, 2018, the Cite Council approved resolutions amending, the Measure A Public Safety Expenditure Plan; and amending.. the Fiscal Year 2019 Operating Budget, adding authorized staffing of various City departments; and approving a side letter between the City of Chula Vista and international Association of Fire Fighters, Focal 2180 (IAFF). On June 4, 20,19, the City Council adopted the Fiscal Year 2020 Proposed Budget that established the Measure A appropriations and adding authorized staffing of various City departments. On Jure 18, 2019, the City Council approved a resolution amending the Measure .A PSFP; updating Measure A sales tax revenue assumptions staffing changes for both the Police and Fire departments, and updated expenditures. 1 . 0 0 1 P Ii1 2021-03-02 Agenda Packet Page 380 of 484 On June 9, 2020, the City Council adopted the Fiscal Year 2021 Proposed Budget that established the Measure,A appropriations and adding authorized staffing of various City departments., On August 25,2020,City Council approved a resolution amending the Measure A PEEP to move up the hiring of six Peace,Officers to Fiscal Year 2021. On October 20, 202O, City Council approved a resolution amending the Measure A PSEP to add one Public Information Specialist and one Information Technology Technician in Fiscal Year 2021. The chart below outlines the current Measure A staffing plan for the Police Department,as approved by City Council on October 2,0, 2020 and supported by the, Measure A Citizens' Oversight Committee on October 8, 2020. Figure 1.Police Department Public Safety Expenditure Plan as of 10/20/2020 Position FY19 FY20 FY21, FY2,2 FY23 Total 3 POLICE SERGEANT .0 2.0 1.0 6.0 POLICE AGENT 1.0 2.0 3.0 2.0 8.0 PEACE OFFICER 4.0 6.0 11.0 21.01 SWORN FTE TOTAL 5*0 11.0] 16.0 3.0 0.0 35.0 CIVILIAN BACKGROUND INVESTIGATOR 1.0 1.0 COMIMIUNITY SERVICE OFFICER 2.0 2.0 DIGITAL FORENSICS TECHNICIAN 11 2.0 2.0 INFORMATION TECHNOLOGY TECHNICIAN 1.0 1.0 COMMUNICATIONS CENTER MANAGER 1.0 1.0 POLICE, DISPATCHER 2.0 5.0 7.0 PUBLIC INFORMATION SPECIALIST 1.0 1.0 SR. POLICE TECHNOLOGY SPECIALIST 1.0 1.0 CIVILIAN FTE TOTAL 4.0 10.0 2.0 0.0 0.0 16.O POLICE DEPARTMENT TOTAL 91.0 21.Oi 18.0i 3.0 0.0 51.0 ENVIRONMENTAL REVIEW The activity is not a "Project" as defined under Section 15378 of the California Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION During its special meeting held on February 11, 2021, the Measure A Citizens' Oversight Committee (COC) recommended City Council approval of adding one Police Lieutenant, one Police Sergeant, three Police Officers and Drone contractual costs in fiscal year 2021/2022 to support Police Department Community Relations and Drone operations, based on projected increase in sales tax revenues. The COC voted unanimously in favor of Measure A funding for the five positions and contractual services. P 2 2021-03-02 Agenda Packet Page 381 of 484 DISCUSSION With the successful passage of the Measure A Sales Tax, staff is continuing to implement the Public Safety Expenditure Plan (PSEP). According to the latest sales tax revenue projections provided by the Finance Department,the Police Department's Measure A revenue allocation is projected to increase by approximately $1.,7M in FY 2021/2022. Over the past two years, the Police Department has become a national leader in the deployment of technological innovations. One of the most-successful technological deployments is the innovative use of unmanned aerial systems as a part of its Drone as First Responder (DFR) program. Although the program has been in operation since 2018,its operations are funded directly through existing General Fund resources by reassigning personnel from other units and divisions.In essence,peace officers for the DF'R program were re-assigned from the,uniformed patrol division,where they would normally be assigned to respond to daily calls for service. Given the projection for additional revenue during FY20�21-22, the Police Department is requesting to approve modifications to the PEEP to make the best use of additional revenue to meet public safety needs. Overview of the Chula Vista's Drone Program In December 2015, Chula Vista Police Department formed the Unmanned Aerial Systems (UAS) Committee to study the use of the technology in its public safety operations. UAS Committee members met dozens of times to study best practices, policies, and procedures regarding the use of UAS technology in law enforcement. A special focus of the team's research was an effort to address concerns about public trust, civil liberties,and the public's right to privacy during the operation of CVPD UAS systems. Prior to implementing its UAS Program, CVPD discussed its plan for UAS operations in the media, in public forums, and in posted information about the project on the CVPD website. This outreach included a mechanism for the public to contact or email the UAS Team to comment on CVPD's UAS policy,or,to express concerns or provide feedback. It is important to note that, out of respect for civil liberties and personal privacy, CVPD's UAS Policy specifically prohibits the use of UAS Systems for general surveillance or general patrol operations. After exhaustive planning and research, CVPD activated its UAS Program in the summer of 2017 to support tactical operations by CVPD first responders. Beginning on October 22,2018,with strong support from the community,the Chula Vista Police Department began deploying drones from the rooftop of the Police Department Headquarters to 911 calls and other reports of emergency incidents such as crimes in progress, fires,traffic accidents, and reports of dangerous subjects.This unique concept of operations (CO�NOoPs for drones allowed CVPD to become a part of the San Diego IPP Team, selected as one of only 10 teams among hundreds of applicants as part of the FAA's Integration Pilot Project (IPP).The IPP was a federal initiative designed to help integrate drones into the National Air Space (NAS). The Police Department's COOPS is called Drone as First Responder (DFR) and it is a transformational method of policing that has demonstrated the ability to increase officer and community safety and reduce overall police response times. DFS provides the ability to see what is going on at an incident before ground-based emergency personnel arrive at the scene. In addition to the overhead perspective that traditional air support has always provided, DFR allows a trained incident commander to i(virtually" arrive on scene first, getting a view of the incident P 13 2021-03-02 Agenda Packet Page 382 of 484 and obtaining vital information minutes before ground-based officers are in harm's way. The drone has a powerful on-board camera that streams HD video back to the department's real-time crime center where the Teleoperator, who is a trained police officer, not only controls the drone remotely but communicates with the officers in the field to provide updated information and tactical intelligence about what they are responding to. The system also streams the video feed to the cell phones of the first responders,supervisors, and command staff so they too can see exactly what the drone is seeing. The IFR Program continues to expand its capabilities with the goal of providing the ability to respond to any location in the city within minutes,. In May of 2019, Chula Vista Police was authorized to fly Beyond Visual Line of Sight (BVL S waiver).This allowed the drones to fly up to 3 miles in any direction from the launch site (within city limits). Moving from a 1-mile flight radius to 3 miles increased the area of service exponentially., In August of 2019, Chula Vista partnered with Paradise Valley Hospital to add an additional launch site atop of the Bayview campus on Moss Street. The site is about 2 miles south of the police department and provides the ability to cover the entire western portion of the City (see Figure 2). This area is roughly 30% of the geographic area of the City but, due to its density and commercial activity, is responsible for about 70% of' the priority calls for service. ........................................................................................... ........ ......................... .................................... J 'National City Bonita ,efsnit 9 C Al 12P Cockatoo Grove, OTAY, Ai[ Vista OTAY KAN00 0 1"yhl P1 CENT' Soal S,;%,,,n,,11)iergatoa f PARK utib,cm,nal je!,d Reftsg,R, ........ ............... 1`111 Au ..................... MMMMMMM ....................Ll nperlal Beach Rgure 2. Current DFR Operational Areas,Two L,ocati"ons In the first two years of DFR, the drones responded to almost 5,000 separate incidents and the program continues to serve the residents of Chula Vista by reducing response times and increasing safety(see Figure 3). P4 2021-03-02 Agenda Packet Page 383 of 484 CHULA VISTA POLICE DE]PARTMENT- DRONE AS FIRST RESPONDER(DFR) 11111' , 1A EGFR ACT1WFTY EYTHE INUMEERS TOP 5,CALLS RE'SPONDED WTHS DEAR AISSISTS NI'VE CHULAVETA P. C"I'AhTly"'s, if A ^SCA L IREELS7101 II or u SII IW V 4,'93 7 f*,-Ieded as purr':ot,"be l�IF'an IFff DFRASSISTED,ARRE-5175 Oddoer H111112 I Flay', t/i 11 efl%lilq,�,XN'11 if, Rivz�xoL 6 071 yser In�h=-ratar, D rimes as a F rst Res pa/,,,nder flj,,ZFPI,�,See OFIR DEPILOYMENT AVOACED {,Eta DI SPATCHI N G A RATROL UN17 2 15 7'a lv,based Era rjjiL-7,,VFFD HQ,,oJ'tYn, DFR Illi1 RS,7 CYN SCEN E,CO. IT radius 3 111 11",119 5 3 11"Jol)(6f, 2291 wG" Y.::x"nnrcmnl lime.rif d ra"Irle"_Ire w1 lr-vi A,�a. AM—GRESM111INSE"TTA-S',-FIR-77DIN SCONE ON SECONDS) 2 9 4.69 ,Y Mr. i,ia b rig rit, J:I SL 'TA:AA:'-,,tLF V, he": VAAWL AVG -ALICALLS la aftar, (EN SEC0,,',NYS) '21 Rs, UIB 3 10.0 7" .......................................... ..... ................................. E 19:0 ARLIEST SE RENMS,DATEalM 1,01122120 18 T 2�3 18 A��M LATEST RESPOME QIME 21212021 4: 5 P M Figure 3.DFR Response Data,2018-2021 DFR has responded to 4,937 calls for service (emergencies) since the program began in November 2018., In over 25%of the time (1,215 deployments), DFR avoided the need to send ground units to the scene. Most of these calls for service (without DFR support)i,requires a two-officer response. Essentially,during 1,215 DFR drone deployments, 2,430 officers were not needed to respond, thus freeing the officer's for, other calls for service in the city. In addition, the DFR program allows the Police Department to get a drone resource to the scene of an emergency much quicker than ground units.Figure 4 shows how much quicker the DFR drone arrives on the scene or Priority 1 (emergency) and Priority 2 (urgent) calls. P 5 2021-03-02 Agenda Packet Page 384 of 484 IIF II . �T I E IP I I 'D ll (ICS F °; Ili��uIIIIL "I�' TPOLICEDEPARTMENT- DRONE ;���,,,�, ■,1 a vera iirponse tii „!%I ww1 pinorn '1 F1I111""d=,('^kz�,r ty:22 ,_:pn 111":"-7IIlme -IJ"IYYri111riUr- iorl Zcc aIf.e R11 II III"111:fiedart'�, flu ii lP'mM a io Ilum�w^drI IIl"ft"° Ill ui u i� RRA-adirn.,III Unit `Ion go '"Ri lll"11 limes-we � �"�I ' is firm��lis.affWd Figure 4.DFR Average Response Times,2020 The drone arrives on the scene of a. Priority 1 call (an active emergency) in 3.9 minutes average, compared to ground units that arrive in 6.2 minutes average. The drone arrives on the scene of a Priority 2 call (an active urgent call or, emergency that just occurred) in 5.4minutes average, compared to ground units that arrive in 9.8 minutes average. The drone arriving first allows the teleoperator to relay information to, responding officers and document crimes in progress for enhanced criminal investigations and prosecution. The success of DHFR has garnered national attention and has been featured on CNN' and in the NY Times along with numerous other news organizations. The initial and immediate success of the Drone as a First Responder program:has created a desire and need to expand the program to the other areas of the city where DFR does not exist. The Police Department is in the final steps of obtaining FAA approval to add additional locations to provide 1010% coverage and longer hours of operation. SFR Operational Growth From the very beginning,CVPD understood that transparency and accountability were its highest priority in terms of public's acceptance of any UAS programs operated by the police department. + VPD has reached out to the public during, various community forums and Council meetings to discuss the benefits of USS operations. The humble beginnings of the Drone as a First Responder program in October 2018 included launching a drone from the rooftop of the Police Department 40 hours a week.,within a 1-mile radius. over I"DO POLICE 9111 RESPONDER DRONES THREATEN CIVIL RIGHTS?one California city Pd sends out a"drone as first responder"to 911 calls,helping catch suspects and defuse dangerous situations.But what are the civil rights issues?"'Guest:,lay Stanley,Senior policy analyst with the ACLU Speech,Privacy,and Technology Project htt www.cnn.com video daltal 2.D video tv x,0,20 1212do- olice-911-res under-drones-threaten-civil-ri hts.cnn.htmI 2 Pollice[drones are Starting to Think for Themselves htt s: www.nytiimes.com/2020/12/05/tech�niology/police-drones.htmi P 2021-03-02 Agenda Packet Page 385 of 484 the last two years,CVPD has expanded DFR operations to a second location,received FAA approval to fly up to a 3-mile radius from either location,and currently operates seven days per week (70 hours weekly).The DFR technology allows a virtual pilot, or teleoperator, to fly a drone located anywhere in the world using cloud-based software and a remote desktop computer. DFR currently has two dedicated full-time police officers(who were reassigned from their patrol duties)who are the,teleoperators for the program. But FAA regulations require additional personnel to maintain visual "line of sight"observation of the airspace.The regulations prohibit the use of technology or virtual presence to meet this requirement.As a result,the Police Department must maintain a physical presence of a Pilot-in- Command (PIC) on top of each launching location to view the airspace and take immediate control of the drone if necessary to avoid an accident. During the first five months of DFR operations,the Department staffed the rooftop PIC positions with police officers who were certified in drone operations. But nothing in FAA regulations requires the use of a trained police officer for this primarily observation-based role. In March 2020,the Department issued a Request for Proposal (RFP) to staff the PIC positions, and a private company was awarded the contract significantly reducing costs and allowing the officers to return to their primary patrol duties.The Police Department now uses a contract vendor to supply PIC services for each launching location. CVPD currently has two permanent DFR launch locations and will be expanding to four. An optional fifth location is being implemented on an as-needed basis. 'The new launch locations will create almost 100% coverage of the city(see Figure 5). ........... ...............7///,' ........... NII 4141 d4d d/5 ,�w sqwll" Of I All "t.. . . ....... ............... j �s V �°tl 9i�h i 7 ll1 j �� �, r I / ( ro 00 I � r 4 uF4u!r,�auu�riyj�iiuWuvi ,,l�r��. V 17,1111 PYP Wee //.............. ................................... Figure 5.Future DFR Operational Areas,All Locations With the expansion of launch locations,DFR will need additional supervision and guidance (Police Sergeant) and more personnel to serve as PICs,- In addition,the overall scope and complexity of the program, coupled PIi3ge 1 7 2021-03-02 Agenda Packet Page 386 of 484 with liaison activities related to FAA regulations, vendor management, and equipment and supply needs, requires a Police Lieutenant to manage the program. Future requests will largely depend on available Measure A funding or granting opportunities. Positions to Support DFR Operatiogns 2.0 Peace Officers: As an experienced peace officer,the teleoperator is not only tasked with flying the drone and operating the camera but radios critical information to responding officers and advises them of the best approach and tactics. Sometimes this allows officers to slow the call down if the subject is not an immediate threat to themselves or others. Driven by the need for de-escalation tools,the Police Department has proven that the Drone as First Responder(DFR) program provides critical"Decision Quality Data"to responding officers,so they have the right information to plan better tactics and achieve better outcomes. Because the DFR program is supported through the re-allocation of patrol resources, the addition of two Peace Officer positions into a budgeted DFR program has the effective result of adding two Peace Officer positions back into the Patrol Division-available to respond to day-to-day calls for service. With the expansion of hours in operations, the Police Department may eventually seek the addition of two or more Peace Officer positions in support oft e expansion of the DFR program. This will be considered in future operational planning efforts and available funding from Measure A. 1.0 Police Sergeant: DFR operations currently include two full-time officers assigned as Teleoperators.These officers cover drone operations seven days a week and are currently supervised as an ancillary responsibility of the Sergeant that manages our Field Training Program. With the expansion of additional locations, hours of operations, and additional PICS,staff recommends the addition of a Police Sergeant to oversee daily DFR operations. 1.0 Police Lieutenant: The Drone as First Responder program and general drone operations includes a complex system of FAA waivers, drone safety, equipment considerations, personnel, contracts, media, tours, and community outreach. To address the evolving needs of the community and the growing police organization drone program, staff recommends the addition of one Police Lieutenant intended for the day-to-day management of strategic operations such as DFR, continuous improvement, special projects and other adjutant responsibilities. Contractual Costs for the Pilot in Command: Current FAA regulations and drone limitations require the need to staff a rooftop Pilot in Command (PIC), certified in drone operations at every launch location when the drone is operational. The current FAA regulations state essentially when a drone is in the air, the PIC is required to maintain control of the drone and ensure the safety of the flight with airspace awareness.Although a teleoperator can remotely control the drone and camera during daily operations,the teleoperator does not have airspace awareness for safe flight operations, thus the PIC maintains visibility of the airspace and complete control of the drone for emergencies. P �3ge 8 2021-03-02 Agenda Packet Page 387 of 484 Responsibilities of'the PIC include: 0 Ensure the safety of drone flights • Setup and takedown of drone equipment • Daily coordination with members of the Police Department • Daily minor drone maintenance • Diagnose errors or technical problems and determine,proper solutions • Document and communicate technical issues to CAPE engineers&DFR Program Manager or designee • Transport and inventory equipment at all launch locations The Police Department uses a contract vendor to supply PIC services for each launching location,, thus preserving our limited public safety staffing for their primary missions. Funding for contract services has been drawn from the limited, one-time asset forfeiture resources. With the expansion of the DFR program staff recommends the allocation of a dedicated budget for PIC contractor costs,thus freeing other department resources and ensuring the continued operations of this successful DFR program., Other Positions Recommended bPolice Department 1.0 Peace Officer (Community Relations) The Police Department is primarily focused on safeguarding the interest of every member of our city and its visitors. Separate from those services driven by calls for service, the Police Department's community engagement programs, resources,and service needs have continued to grow.This reflects the ever-evolving character of our community, and our deeply rooted belief that our community's safety is best maintained when we come together. In the aftermath of'the Coronavirus (COVID-19) pandemic, and the recent national dialog regarding police- community relations and police use of'force,the importance of working to engage our community has never been more important. The Police Department's current Community Relations Unit consists of one Police Sergeant, One Police Community Relations Specialist, and one Community Service Officer. Staff recommends the addition of a sworn Peace Officer in the Community Relations Unit to greatly expand the unit's capacity to act as a uniformed liaison to community leaders and to community organizations and groups and to be a uniformed representative of the Police Department to the community at large. Summary of Proposed Changes: To address the evolving needs of the community and the growing policing organization, staff recommends the addition of positions designed to enhance efficiency through technological innovation and to enhance engagement and transparency with our community.These include: 3.0 Peace Officers: Two intended to support daily operations of the Drone as First Responder (DFR) program; and one to enhance the Police Department's Community Relations capabilities. 1.0 Police Sergeant,intended to supervise DFR operations; 1.0 Police Lieutenant, intended for the day-to-day management of strategic operations such as DFR, continuous improvement,special projects,and other adjutant responsibilities; and Contractual costs for Pilot in Command (PIC) services to support daily operations of the DFR program. P �3ge 9 2021-03-02 Agenda Packet Page 388 of 484 The chart below outlines the Police Department's proposed changes (highlighted in yellow) to the PSEP., Figure 6.Proposed Police Department Public Safety Expenditure Plan Position F 1 FY20 F 2 FY2,2 FY23 Total POLICE LIEUTENANT 1.0 1.0 POLICE SERGEANT 3.0 3.0 1.0 7.0 POLICE AGENT 1.0 2.0 3.0 2.0 8.0 PEACE OFFICER 4.0 6.0 14.0 24.0 SWORN FTE TOTAL 5.0 11.0 21.0 3.0 0.0 40.0 CIVILIAN BACKGROUND INVESTIGATOR 1.0 1.0 COMMUNITY SERVICE OFFICER 2.0 2.0 DIGITAL FORENSICS TECHNICIAN 11 2.0 2.0 INFORMATION TECHNOLOGY TECHNICIAN 1.0 1.0 COMMUNICATIONS CENTER MANAGER 1.0 1.0 POLICE DISPATCHER 2.0 5.0 7.0 PUBLIC INFORMATION SPECIALIST 1.0 1.0 S,R. POLICE TECHNOLOGY SPECIALIST 1.0 1.0 CIVILIAN FTE TOTAL 4.0 10.0 2.0 0.0 0.0 16.0 POLICE DEPARTMEW TOTAL 91.0 21.0 23.0 3.0 0.0 56.0 ............... ...... Although Police Department staff presented the proposal to Measure A COC to be effective on July 1, 2021 (FY 2022),there are salary savings identified in the current fiscal year to authorize these five positions in FY 2021 (raid-March start date instead of July). As initially proposed,drone contractual costs will be funded by Measure A effective July 1, 2021. Asset Seizure funds have been identified in FY 2021 to fund these contractual costs through June 30, 2 o2 1. The total F'Y 2021 costs for the five new positions (assuming mid-March start dates) are outlined in Figure 7,below. Position Salaries Benefits FY 2021 COST Police Lieutenant(Drone Program) $47.351 $18,156 $65,507 Police Sergeant (Drone Program) $39.,456 $171470 $56,926 Peace Officer(Drone Program) $29.,666 $121874 $42,540 Peace Officer(Drone Program) $29.,666 $121874 $42,540 Peace Officer(Community Relations) $291666 $12,874 $42,540 TOTAL FY 2021 PD COSTS $175?805 $74,248 $250"053 Figure 7.Total FY2020-21 Costs as Proposed The Police Department recognizes that current community demands, safety strategies, and staffing needs will likely change in the future.The Police Department also recognizes that revenues and expenses used to calculate current allocation plans may change in the future. PSEP recommendations for future years will continue to be reevaluated,balanced against changes,in revenue or expenditure projections,and considered P a g E! 1 10 2021-03-02 Agenda Packet Page 389 of 484 along with changing public safety trends and community needs. As a result, this Public Safety Expenditure Plan is intended to be,a"living document". Future recommendations may change. MEASURE A POSITION ADJUSTMENTS The following table represents the proposed position count amendments for Fiscal Year 2021 related to the proposed actions. The Measure A Fund will see a net increase of 5.00 FTEs for the Police Department. Department Fund Position Title FTE Police Lieutenant 1 Police Department Measure A Police Sergeant 1 Peace Officer 3 Net Posintloon Increase for Poll'ce Department 5 DECISION-MAKER CONFLICT" Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal.Gov't Code§87 100,et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURREN"I",-YEAR FISCAL IMPACT Approval of the resolution will add one (1) Police Lieutenant, one (1) Police Sergeant and three (3) Peace Officers to the Police Department section of the Measure A fund and in fiscal year 2020-2021. Due to existing staff vacancies, salaries savings have been identified to offset $250,053 personnel costs in the Measure A fund this fiscal year. Therefore,there is no current-year fiscal impact,and no additional appropriations are requested at this time. ONGOING FISCAL IMPAC oil The PSEP anticipates that the one-half cent sales tax increase would generate between$20.0 million in Fiscal Year 2021 and $25.6 million in Fiscal Year 2031. As part of the City's annual budget process, annual allocations to the Measure A Sales Tax Fund would be brought forward for City Council consideration and action. In accordance with the Ordinance, for each subsequent year after Fiscal Year 2021, prior to City Council consideration of the City's annual budget, staffwill prepare and present to the Citizens' Oversight Committee for its review a spending plan for Measure A revenues.The positions outlined in this report,along with drone contractual costs,will be included in the Fiscal Year 2022 Measure A budget. The long-term spending plan reflects the use of available funds through FY 2031. City staff believe that the projected sales tax revenues are conservative. It is important to note that Measure A projected sales tax revenues fluctuate with the economy. The City will actively monitor the trends to determine if Measure A P a g E! 1 11 2021-03-02 Agenda Packet Page 390 of 484 positions need to be held vacant in order to avoid long-term structural deficits and avoid layoffs or service level impacts. ATTAC14MENTS Attar menti:Amended Measure A Public Safety Expenditure Plan- Police Department Staff Contact.-Phil Collum,Police Captain P a g E! 12 2021-03-02 Agenda Packet Pale 391 of 484 Intended Public Safety Spending Plan Updated March 2,2021 Est.One-half cent Sales Tax Revenues Phase I-Critical Needs Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Fiscal Year Total 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031, Estimate Beginning Police Department Funds Availz 13,299,658 $ 14,511,681 14,118,373 $ 13,954,653 $ 13,421,885 $ 12,492,293 $ 11,3,23,,480 $ 10,408,185 $ 9,116,217 $ 7,420,012 $ 5,289,83,1 Estimated 1/2 cent Sales Tax Revenues $ 10,010,000 $ 11,388,509 $ 11,832,839 $ 11,951,168 $ 12,070,680 $ 12,191,387 $ 12,3,13,,3,01 $ 12,436,434 $ 12,560,798 $ 12,686,406 $ 12,813,,270 $ 132,254,792 COPS Grant Funding $ 125,000 $ 250,000 $ 250,000 $ 125,000 $ - $ - $ - $ - $ - $ - $ - $ 750,000 Estimated 1Funds Available,-Police, Department $ 23,434,658 $ 26,150,190 $ 26,201,212 $ 26,030,821 $ 25,492,565 $ 24,683,680 $ 23,636,781 $ 22,844,619 $ 21,677,015 $ 20,106,418 $ 18,103,101 $ 132,254,792 Proposed Expenditures Peace Officers $ 3,652,712 $ 5,021,438 $ 5,215,621 $ 5,383,493 $ 5,559,627 $ 5,767,391 $ 5,986,661 $ 6,218,563 $ 6,463,,890 $ 6,723,654 $ 6,998,951 $ 62,992,001 Police Agents 1,320,421 1,748,492 1,816,702 1,875,057 1,936,216 2,008,774 2,085,362 2,166,273 2,251,853, 2,342,420 2,43,8,3,78 21,989,948 Police Sergeants 1,285,03,4 1,730,755 1,797,210 1,853,643 1,912,63,2 1,982,825 2,056,787 2,134,811 2,217,161 2,304,203 2,3,96,225 21,671,286 Police Lieutenant 65,507 267,487 289,657 311,467 321,101 332,596 344,690 357,416 370,825 384,962 399,882 3,445,590 Sworn-non-personnel costs 268,841 137,360 19,890 - - - - - - - - 426,091 Civilian Background Investigator 98,362 112,167 116,473, 120,395 124,744 129,850 135,271 141,032 147,159 153,684 160,638 1,439,775 Community Services Officer 157,888 190,495 198,140 205,203 213,,03,1 222,175 231,909 242,284 253,351 265,169 277,800 2,457,445 Digital Forensics Technician 11 203,,853, 247,864 257,147 265,527 274,825 285,780 297,390 309,708 322,790 336,695 351,491 3,153,070 Information Technology Technician 84,055 114,841 119,223 123,206 127,622 132,813 138,322 144,174 150,396 157,018 164,072 1,455,742 Police Comm Systems Manager 172,377 188,314 194,899 200,699 207,140 214,797 222,872 231,396 240,403 249,928 260,010 2,382,835 Police Dispatcher 783,136 924,138 957,583 987,849 1,021,357 1,060,707 1,102,371 1,146,532 1,193,382 1,243,137 1,296,026 11,716,218 Public Information Specialist 63,212 130,787 135,590 139,915 144,711 150,367 156,358 162,709 169,449 176,606 184,218 1,613,922 Sr Police Technology Specialist 160,730 184,383 190,855 196,563 202,902 210,434 218,381 226,771 235,640 245,021 254,955 2,326,635 Civilian Non-Personnel Costs 6,896 - - - - - - - - - - 6,896 2%personnel cost savings (250,053) (217,223) (225,782) (233,260) (240,918) (249,970) (259,527) (269,633) (280,326) (291,650) (303,653) (2,821,995) Computers and other equipment 250,000 100,000 100,000 100,000 100,000 - - - - - - 650,000 Police Vehicles,Outfitting,Maint.,Fuel, etc. 224,632 165,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 839,632 Drone Pilot In Command contractual costs - 558,450 569,619 581,011 592,631 604,484 - - - - - 2,906,195 Reimbursement for Support Staff(IT,Fin, HR,City Attorney) 375,375 427,069 443,731 448,169 452,651 457,177 461,749 466,366 471,030 475,740 480,498 $ 4,959,555 Total Police Department 1Proposed Expenditures $ 8,922,978 $ 12,031,817 $ 12,246,558 $ 12,608,937 $ 13,000,272 $ 13,360,200 $ 13,228,596 $ 13,728,402 $ 14,257,003 $ 14,816,587 $ 15,409,491 $ 143,610,840 Ending Police Department Available Funds $ 14,511,681 $ 14,118,373 $ 13,954,653 $ 13,421,885 $ 12,492,293 $ 11,323,480 $ 10,408,185 $ 9,116,217 $ 7,420,012 $ 5,289,831 $ 2,693,610 Assumptions: FY 2022 Sales Tax Revenue projection from HdL;I%escalator per year starting in Fiscal year 2023. Salary projections assume 2%annual increase. Flex benefit projections assume 10%annual increase. PERS projections based on most recent CalPERS Valuation Report. Workers Comp projections assume 5%annual increase for sworn positions and 3%annual increase for civilian,positions. Personnel cost projections assume 2%vacancy savings due to attrition,. Reimbursement for Support Staff is based on,3.75%of Measure A Sales Tax revenues.. 2021-03-02 Agenda Packet Page 392 of 484 RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF TIME CITY OF CHULA VISTA APPROVING THE AMENDED MEASURE A. PUBLICS SAFETY EXPENDITURE R PLAN TO ADD ONE POLICE LIEUTENANT, ONE POLICE SERGEANT AND TITRE PEACE OFFICERS TO FUND SUCH POSITIONS FROM MEASURE A POLICE FUND BALANCE WHEREAS, on February 27, 2018 the City Council approved Ordinance 3415 ("Ordinance") proposing to add Chapter 3.34 to Title 3 of the Chula Vista Municipal Code establishing a one-half cent General.Transactions and use Tax to be administered by the California Department of Tax and Fee administration; and WHEREAS, concurrently the City Council adopted a spending plan expressing its intention to expend any new sales tax revenues generated un the Ordinance on public safety (the "Intended Public Safety Expenditure Plan") and WHEREAS,the Ordinance was placed on the ballot for the,lune 2018 election as"Measure A," subject to approval by an affirmative, simple majority vote of the people as required by law; and. WHEREAS, on Tune 5, 2018, the voters of the City of Chula Vista approved Measure A. authorizing a ore-half cent sales tai on retail sales within the City; and WHEREAS, on February 11, 2021, City staff presented to the Measure A Citizens Oversight Committee (COC) a proposed amendment to the Intended Expenditure Plan to add one (1) Police Lieutenant, one (1) Police Sergeant and tree 3) Peace Officers to the authorized. staffing of the Police Department; and WHEREAS,the Measure A COC voted unanimously to recommend City Council approval of the five positions. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the amended Measure A Public Safety Expenditure Plan, in the form presented, to add one Police Lieutenant,t, ore Police Sergeant and three Peace Officers to fund such positions from the Measure A Police Department available fund balance. Presented by approved as to fora.by Chief Roxana Kennedy Glen R. Googin.s Police Department City Attorney 2021-03-02 Agenda Packet Page 393 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2 02 1 File ID: 21-0047 ,TITS RESOLUTION of THE CITY COUNCIL OF THE CITY of CHULA VISTA RATIFYING AND CONFIRMING EMERGENCY ORDER 0107-2020 (EFFECTIVE FEBRUARY 24, 2021) of THE CHULA VISTA DIRECTOR of EMERGENCY SERVICES CAPPING DELIVERY LIVERY SERVICE AND RELATED FEES CHARGED TO RETAIL FOOD ESTABLISHMENTS UNTIL,INDOOR DINING RESUMES AT 100% CAPACITY ACTIONRECOMMENDED Council adopt the resolution. SUMMARY This proposed resolution ratifies and confirms Emergency order 007-2020 issued by the Chula Vista Director of Emergency Services,in accordance with Chula Vista Municipal Code section 2.14.080(F) 1 . ENVIRONMENTAL REVIEW The proposed resolution ratifying and confirming Emergency order, 007-2020 has been reviewed for compliance with the California Environmental Quality Act CEA and it has been determined that the activity is not a "Project" as defined under Section 15378 of the state CEQA Guidelines because it will not result in a physical change in the environment;therefore,pursuant to Section 15060(c)(3) of the State CFQ.A Guidelines,the activity is not subject to CEQA. Notwithstanding the foregoing, it has also been determined that the activity qualifies for ars Exemption pursuant to Section 1.Sob 1M(b)(3) of the California Environmental Quality Act State Guidelines.Thus,no environmental review is required. BOARD/COMMISSION/COMMITTEE Not applicable. DISCUSSION On March 1.7, 2020,the Chula Vista City Council,pursuant to Resolution No. 2020-065,adopted and ratified a Proclamation declaring a Focal Emergency issued by the Chula Vista Director of Emergency Services ("Emergency Director"). The Proclamation was issued as a result of the worldwide CO,VID-19 pandemic, which continues to directly impact the State of California, County of San Diego,and City of Chula Nista. Since March,the number of cases in the County of Sari Diego and particularly,the South Bay region that includes the City of Chula Vista,continues to rise.As of February 23,2021,the total number of County cases involving residents of Chula Vista stands at 27,30 ►persons, 11.4% of the County's total cases. 1 . 0 0 1 P Ii1 202I-03-02 Agenda Packet Page 394 of 484 During this unprecedented time,,the City remains committed to protecting the public health of the residents of and visitors to Chula Vista and to utilizing City resources to respond to the COVID-19 pandemic and its associated ongoing threat to public safety and well-being. Accordingly, the Emergency Director previously 9 %-IF issued and City Council ratified multiple emergency orders addressing virtual meetings, partial closures of city parks,face covering requirements,the extension of an use and building permit-re ate deadlines,and the outdoor operation of certain businesses. Most recently, upon referral from City Council, the Emergency Director issued Emergency Order 007-2020 (effective February 24,2 02 1)capping delivery service and related fees charged to retail food establishments. As state and county public health orders restrict on-site dining in the City of Chula Vista to reduce the,spread of COVID-19,food service establishments and consumers are increasingly reliant on food delivery and pick- up services that often charge substantial fees.Imposing a cap on delivery service and related fees is necessary to support food service establishments that have been financially impacted by on-site dining restrictions so they can continue to remain sources of'employment and neighborhood vitality in the City and continue to provide essential access to food delivery and pick up options, including for those who are unable to obtain food in other ways. Accordingly, Emergency Order 007-2020 prohibits food delivery services from charging retail food establishments a delivery fee that totals more than 15%of the purchase price of an online order.Additionally, the order prohibits such services from charging any other fees to retail food establishments that exceed 3% of the purchase price of an order. As a result, food delivery services are prohibited from charging any combination of fees that combined together total more than 18% of an order.This cap is in line with the cap established by the City of San Diego in January of 2021. Emergency Order 007-2020 includes a grace period in effect from February 24, 2021 to March 3, 2021, wherein delivery services will not be found in violation of the order if they refund any fee exceeding 18% prior to March 10, 2021. Food delivery services that violate the order's provisions may be subject to third party civil actions or to criminal, civil, and administrative penalties as established in the Chula Vista Municipal Code. The cap on fees will remain in effect until 60 days after retail food establishments are allowed to resume indoor dining at 100% capacity. Pursuant to Chula Vista Municipal Code section 2.14.080(F)(1), rules and regulations issued by the Emergency Director must be confirmed by the City Council at the earliest practicable time. DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal.Gov't Code§87100,et seq.). Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute a basis for decision-maker conflict of interest in this matter. P 2 2021-03-02 Agenda Packet Page 395 of 484 CURRENT-YEAR FISCAL IMPACT The CO ID-19 pandemic creates a wide range of potential fiscal impacts to the Cityhowever, the subject resolution to ratify and confirm Emergency Order 007-2,020 is unlikely to contribute in any significant way to such current-year fiscal impacts. Staff is evaluating the broader fiscal impact of the current public health crisis,and a comprehensive report will be presented to council in the future. ONGOING FISCAL IMPACT The COVID-19 pandemic creates a wide range of potential fiscal impacts to the City; however, the subject resolution to ratify and confirm Emergency Order 007-2,020 is unlikely to contribute in any significant way to such ongoing fiscal impacts. Staff is evaluating the broader fiscal impact of the current public health crisis, and a comprehensive report will be presented to council in the future. ATTACHMENTS 1. Resolution 2. Attachment A: Emergency Order No. 007-2,02,0 Staff Contact:Maria V. Kachadoorian;Glen R. Googins P 3 2021-03-02 Agenda Packet Page 396 of 484 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CH L VISTA RATIFYING AND CONFIRMING EMERGENCY ORDER 44"1- 2020 (EFFECTIVE FEBRUARY 24, 2021) OF THE CHULA VISTA. DIRECTOR AC' F EMERGENCY SERVICES CAPPING DELIVERY SERVICE AND RELATED FEES CHARGED TO DETAIL FOOD ESTABLISHMENTS UNTIL INDOOR DINING RESUMES AT 100% CAPACITY WHEREAS, a worldwide COVIN-19 pandemic was declared by the World Health Organization on January 30, 2020, and on. January 31, 2020, the United States Secretary of Health and Human Services also declared a Public Health Emergency as a result of the COVIN-19 virus; and WHEREAS,S, various states of emergency were declared by the United States (March 1.3, 2020), the State of California (March 4, 2020), and the County of San. Diego (February 19, 2020), because of the threat to public safety to persons and property including bath physical and economic harm) as result of the COVIN-1.9 virus; and WHEREAS,S, on March 12, 2020, pursuant to California health and Safety Code sections 101040, 1.20175, and 1.20175.5 (b) the Health Officer of the County of San Diego "Health Officer") issued an Order of the Health Officer and Emergency Regulations (the "County Order") closing certain businesses, prohibiting certain public and private gatherings, and restricting other activities in San Diego County as a result of the COVIN-19 virus pandemic; and HEREAS,, on March 13, 2020, due to the escalating number of COVID-19 virus cases nationwide, with many cases in the State of California, the City of Chula Vista Director of Emergency c Services "Emergency Director") issued a Proclamation declaring a Local Emergency, as authorized by Government Code section 8630 and Chula Nista Municipal Cede ("CVMC") Section 2.14.080(a), which was subsequently adapted and ratified by the Chula Vista City Council on March 17, 2020 pursuant to Resolution No. 2020-065 (collectively, the "Emergency Resolution")�, and WHEREAS, on March 16, 2020 and March 17, 2020, the County Order was subsequently amended and addended by the Health Officer to include additional rules and restrictions in an effort to further promote public health: and safety; WHEREAS,, pursuant to Health and Safety Code section 1201 I5.5(b) and. the County Order, all governmental entities in San Diego County shall tale necessary measures within the governmental entity's control to ensure compliance with the County Order; and WHEREAS, in accordance with Chula Vista Municipal. Code section. 2.14.080(F)(1) the Emergency Director recommended that the City Council affirm and Page I. of 5 2021-03-02.agenda Packet Page 397 of 484 adopt the County Order as a local measure in order to protect the life and property of the residents of Chula Vista affected by the emergency declared as a result of the COVIN-19 virus; and WHEREAS, on March 17, 2020, the City Council adopted Emergency Ordinance No. 3484-A ("City Order"), which affirmed and adopted the County Order as it existed on March 17,, 2020 and authorized the Director to expand or amend the City Order to apply to additional businesses or circumstances pursuant to his or her independent judgment consistent with the authority provided in Chula Vista Municipal Code section 2.14.080(F)(1); and WHEREAS, on March 17, 2020, the Governor of California issued Executive Order N-29-20 which ordered, among other things, that all requirements of the Bagley- Keene Act and the Brown Act requiring the physical presence of members, personnel, or the public, were waived, and that legislative bodies could hold meetings via teleconferencing ("State Order 29-20"); and WHEREAS, from March 18, 2020 through February 6, 2021, the County Health Officer issued a series of amendments and addendums to the County Order; and WHEREAS, on March 191 2020, the Governor of California issued Executive Order N-33-20 which ordered, among other things, all Californians to stay at home., with limited exceptions ("State Order 33-20"'); and WHEREAS,, the number of COVID-19 virus cases remain high in both the State of California (https://covidl9.ca.gov/state-dashboard/) and in the City of Chula Vista (https://www.sa,iidiegocounty.gov/content/dam/sdc/hhsa`/programs/ hs/EidemioIogy,SCC VII -1.9%2O ail %2 date City%20oP/o2OResidence.pdf); and WHEREAS, on April 9, 2020, the Emergency Director issued Emergency Order 002-2020, which affirmed and adopted the Order of the Health Officer and Emergency Regulations issued by the County of San Diego Health Officer, as, that Order may be from time to time updated and amended, as the Order and Emergency Regulations of the City of Chula Vista; and WHEREAS, on April 10, 2020, the Emergency Director issued Emergency Order 020-A-2020 of the Chula Vista Director of Emergency Services (Effective April 11, 2020), which mandated, among other things, that City Council meetings be conducted via teleconference and City Board, Commission, and Committee meetings to be cancelled until further notice; that City parks and certain. City trails be closed; and that essential public and private workers wear face coverings while interacting with,the public and preparing food for public consumption; and Page 2 of 5 2021-03-02 Agenda Packet Page 398 of 484 WHEREAS, On April 21, 2020, the City Council ratified and confirmed Emergency Orders 002-2020 and 002-A-2020 Of the Chula Vista Director of Emergency Services, and WHEREAS, +gin April 22, 2020, the Emergency director issued Emergency Order O02-B-2020 of the Chula Vista Director Of Emergency Services (Effective April 23, 2020), which mandated that members Of the public wear face coverings when entering essential businesses or service areas and makes individuals and business Owners responsible for ensuring compliance with all farce covering requirements; and WHEREAS, on.April 28, 2020, the City Council ratified and confirmed Emergency Order 002- -2020 of the Chula Vista Director of Emergency Services; and. WHEREAS, on May 7, 2020, the Emergency Director issued Emergency Order 002-C-2020 of the Chula Vista Director of Emergency Services (Effective May 8, 2020), which opened City parks and trails subject to specified terms, and which update. City's face covering requirements to conform with San.Diego County's current standards by expanding the circumstances under which face coverings are required and providing exemptions for specified persons; and WHEREAS, on May r 12, 2020, the City Council ratified and confirmed Emergency Order 002-C-2020 of the Chula Vista Director of Emergency Services; and WHEREAS, on May 19, 2020, the Governor of California issued.Executive Order N-65-20 which stated that, among other things,gs, strict compliance with certain statutes and regulations would prevent, binder, or delay appropriate actions to prevent and mitigate the effects of the COVID-19 par dernic "State Order 65-20") and. WHEREAS, on May 21, 2020, the Emergency Director issued Emergency Order 004-2020 of the Chula Vista Director of Emergency Services (Effective May 22, 2020), which tolled and extended the deadlines for land use and building permit-related actions for 180 days; and WHEREAS, on may 26, 2020, the City Council ratified and confirmed Emergency Order 004-2O20 of the Chula Vista Director of Emergency Services; and WHEREAS, on July 1, 2020, the Emergency Director issued Emergency Order 005-2020 of the Chula'lista Director of Emergency Services (Effective July 1, 2020), which extended the City's eviction moratorium ordinance through July 31, 2020; and Page 3 of 5 2021-03-02 Agenda Packet Page 399 Of 484 WHEREAS, on July 9, 2020, the Emergency Director issued Emergency Order 002-D-2020 of the Chula Vista Director of Emergency Services (Effective July 10, 2020), which authorized City board, commission, and committee meetings to occur under specified circumstances; permitted expanded uses of City parks and trails; and updated face covering requirements to conform with County and State requirements; and WHEREAS, on July 14, 2020, the City Council ratified and confirmed Emergency Order 005-2020 and Emergency Order 002-D-,2020 of the Chula Vista Director of Emergency Services; and WHEREAS, on July 29, 2020, the Emergency Director issued Emergency Order 006-2020 of the Chula Vista Director of Emergency Services (Effective July 29, 2020), attached hereto as Attachment A, which allows certain businesses to temporarily operate outdoors subject to local health and safety standards, and consistent with State and County guidelines; and WHEREAS, on August 4, 2020, the City Council ratified and confirmed Emergency Order 006-2020 of the Chula Vista Director of Emergency Services; and WHEREAS, on November 19, 2020, in an effort to increase compliance with public health orders and curb the spread of COVID-19 in our community, the Emergency Director further amended Emergency Order 002-2020 to specify that responsible parties shall have a minimum of 24 hours to correct violations of public health-related orders; and WHEREAS, on November 23, 2020, the Emergency Director amended Emergency Order 006-2020 to expand the types of businesses permitted to operate outdoors and to add regulations related to outdoor business operation to enhance public safety and reduce adverse impacts on surrounding neighborhoods and uses; and WHEREAS, on December I, 2020, the City Council ratified and confirmed amended Emergency Order OO2-2020 and amended Emergency Order 006-2020 of the Chula Vista Director of Emergency Services; and WHEREAS, to reduce the spread of the COVIN-1 virus and protect public health, state and county orders prohibit some on-site dining in the City of Chula Vista, which restrictions have placed a financial strain on many food service establishments and on many consumers who now pay more to have meals delivered; and WHEREAS, it is necessary to support food service establishments so they can continue to provide essential access to food via delivery and pick-up options, including for those who are unable to obtain food in other ways, and so that they can continue to Page 4 of 5 2021-03-02 Agenda Packet Page 4,00 of 484 remain sources of employment and neighborhood vitality in the City while on-site dining remains limited; and WHEREAS, on February 23, 20121, the Emergency Director issued Emergency Order 007-2020 of the Chula Vista Director of Emergency Services (Effective February 24 2021), attached hereto as attachment A, to calx delivery service and related fees charged to retail food establishments until indoor dining resumes at 100% capacity; and WHEREAS, as of the date of this resolution, the COVID-19 virus continues to represent a danger to the Chula Vista community to persons and property, including both physical and economic harm) requiring emergency action by the Emergency Director, as authorized by CV11 C Section 2.14..080 [Director-Powers and Duties] and. the Emergency Resolutions; WHEREAS, Chula Vista Municipal Code section 2.14.0O(F)(1 authorizes the Emergency Director to made and issue rules and regulations reasonably related to the protection of life and property, subject to confirmation of the City"Council at the earliest practical time. NOW, THEREFORE,E, based on the facts and circumstances set forth above, the City Council of the City of Chula Vista hereby resolves as follows. 1. Emergency Order 007-2020 of the Chula Vista Director of Emergency Services (affective February 24, 2021), attached:hereto as Attachment A, is hereby ratified and confirmed. Presented by Approved as to fora.by Maria V. Kachadoorian Glen R. Googins City 1' anager/Director of Emergency Services City attorney Page 5 of 5 2021-03-02.agenda Packet Page 401 of 484 DocuSign Envelope ID:4946F49F-ABB1-440E-8DF1-3C9FEF361ABO EMERGENCY ORDER OF THE C ULA. VISTA DIRECTOR OF EMERGENCY SERVICES [Order No. 007-20201 Deliveu,Veprvice &es 0 Effective Date. February 24, 2021 Pursuant to CVM C section 2.14.080 [Director — Powers and Duties], Chula Vista City Council Resolution No. 2020-065, and the Proclamation of State Emergency issued on March 4, 2020 by the Governor of the State of California,the Chula Vista Director of Emergency Services ("Emergency Director") hereby ORDERS AS FOLLOWS; Effective 12:01 a.m. on February 24, 2021: 1. Definitions. For purposes of this Order, the following definitions apply: a. "Online Order" means an order placed by a customer through a platform provided by a Third-Party Food Delivery Service for delivery or pickup within the City of Chula Vista. b. "Purchase Price" means the menu price of an online order, excluding taxes, gratuities and any other fees that make up the total cost to the consumer of an Online Order. C. "Retail Food Establishment"means a restaurant, delicatessen,bakery, caf&, coffee shop, or any other eat-in or carry-out service of food or beverages from one or more retail locations within the City of Chula Vista. d. "Third Party Food Delivery Service" means any website, mobile application or other internet service that offers or arranges for the sale of food and beverages prepared by, and the same-day delivery or same-day pickup of food and beverages from no fewer than five separately-owned Retail Food Establishments located in the City of Chula Vista. 2. qp on Per-Order Fees. Subject to the terms and conditions contained in this Order, and subject to the terms of conditions of any other applicable federal, state or county law, order or regulation, it shall be unlawful for a Third-Party Food Delivery Service to do the following: a. charge a Retail Food Establishment a delivery fee for an Online Order that totals more than 15%, of the Purchase Price of the Online Order. b. charge a Retail Food Establishment any fee other than a delivery fee for the Retail Food Establishment's use of the Third-Party Food Delivery Service's service greater than 3% of the Purchase Price of an Online Order. c. charge a Retail Food Establishment, directly or indirectly, any fee or combination of fees, including delivery or other fees as described in subsections (a) and (b) above, that combined together totals more than 18% of the Purchase Price of the Online Order. 3. Refund Period. A Third-Party Food Delivery Service shall. not be found in violation of this order if'between February 24, 2021 and March 3, 2021, it imposes a fee per Online Order for Page 1 of 4 2021-03-02 Agenda Packet Page 4,02 of 484 DocuSign Envelope ID:4946F49F-ABB1-440E-8DF1-3C9FEF361ABO the use of its services that totals more than 18,% of the Purchase Price of such Online Order, provided it refunds the portion of the fee that exceeds 18% of the Purchase Price to the Retail Food Establishment prior to March 10, 2021. 4. Duration of Order. The provisions of this Order shall take effect on February 24, 2021 and, unless earlier terminated by action of the Emergency Director or the City Council as provided in section 6 below, continue in effect until 60 days after Retail Food Establishments are permitted by applicable state and local public health orders to resume indoor dining at 100% capacity. 5. Violation of Order. To the maximum extent allowed by law, violation of this order by any Third-Party Food Delivery Service shall subject such Third-Party Food Delivery Service to either or both of the following remedies: a. If a Third-Party Food Delivery Service charges a Retail Food Establishment fees that violate this Order, the Retail Food Establishment shall provide written notice to the Third- Party Food Delivery Service requesting a refund be paid within seven days of such notice. If the Third-Party Food Delivery Service does not provide the refund requested within such seven-day cure period or the Third-Party Food Delivery Service continues to charge fees, in violation of this Order after the initial notice and seven-day cure period, a Retail Food Establishment may enforce this Order by means of a civil action seeking damages or injunctive relief. The prevailing party in any such action shall be entitled to an award of reasonable attorney's fees. b. Violations of this Order shall also constitute a violation of the Chula Vista Municipal Code and be subject to criminal, civil, and administrative penalties as set forth in Chula Vista Municipal Code sections 1.20.010 and 2.14.140. 6. Amendment,,......................Interet,ation, and Revocation. This Order may be expanded, interpreted, amended, or revoked pursuant to the independent judgment of the Chula Vista Director of Emergency Services and in accordance with Chula Vista Municipal Code section 2.14.080(F)(1), or by Resolution of the City Council. GENERAL PROVISIONS 7. This order is issued as a result of a worldwide COVID-19 pandernic declared by the World Health Organization on January 30,2020 and a Public Health Emergency due to the COVID- 19 virus declared by the United States Secretary of Health and Human Services on January 31, 2020. 8. As of the date of this order,the COVID-19 virus continues to represent a danger to the Chula Vista community(to persons,businesses,and property including both physical and economic harm), and has significantly impacted the City's personnel and financial resources. The actions required by this Order are necessary to reduce the number of individuals who will be exposed to COVID-19, and will thereby slow the spread of COVID-19 in the City of Chula Vista. By reducing the spread of COVID-19, this Order will save lives and increase public safety to persons and property, and reduces both physical and economic harm. Page 2 of 4 2021-03-02 Agenda Packet Page 4,03 of 484 DocuSign Envelope ID:4946F49F-ABB1-440E-8DF1-3C9FEF361ABO 9. To reduce the spread of the COVID-19 virus and protect public health, state and county orders prohibit some on-site dining in the City of Chula Vista; such restrictions have heavily impacted the restaurant industry. Limitations on dine-in options at Food Service Establishments have placed a financial strain on many Food Service Establishments and on many consumers, who now pay more to have meals delivered. As a result of these CO,VID- 19 impacts, it is necessary to support Food Service Establishments so they can continue to provide essential access to food via delivery and pick-up options, including for those who are unable to obtain food in other ways, and continue to remain sources of employment and neighborhood vitality in the City. 10. During the COVID-19,pandemic,many Retail Food Establishments have increasingly turned to Third-Party Food Delivery Services to offset the mandated reductions in on-site dining. Many Food Service Establishments have limited bargaining power to negotiate lower fees with Third-Party Food Delivery Services, particularly given the financial strains that Retail Food Establishments are facing during the pandemic. Capping the per-order fees will support the legitimate public purpose of easing the financial burden on struggling Food Service Establishments in our community and of keeping food delivery options accessible to consumers while on-site dining remains limited. 11. This Order is issued in accordance with, and incorporates by reference: the Proclamation of Local Emergency issued by the Chula Vista Director of Emergency Services on March 13, 2020; Chula Vista City Council Resolution No. 2020-065; Chula Vista City Council Emergency Ordinance No. 3484-A; the Declaration of Local Health Emergency issued by the County of San Diego Health Officer on February 14, 2020; the County of San Diego Order of the Health Officer and Emergency Regulations (Effective February 6, 2021); the Proclamation of a State of Emergency issued by the Governor of the State of California on March 4,, 2020; Executive Order N-33-20 issued by the Governor of the State of California on March 1%, 2020; Executive Order N-60-20 issued by the Governor of the State of California on May 4, 2020; the Order of the State Public Health Officer issued May 7, 2020; COVID-19 guidance issued by the State of California including but not limited to county- specific guidance, industry guidance, and the Face Coverings Guidance; the State of California's "Blueprint for a Safer Economy"; and Proclamation 9984 regarding COVID-19 issued by the President of the United States on March 11, 2020. 12. This Order comes after the release of substantial guidance from the County of San Diego Public Health Officer, the California Department of Public Health, the Centers for Disease Control and Prevention, and other public health officials throughout the United States and around the world. 13. With this Order,the Emergency Director is hereby exercising their independent judgment to make and issue rules and regulations reasonably related to the protection of life and property, pursuant to Chula Vista Municipal Code section. 2.14.080(F)(1), subject to confin-nation of the City Council at the earliest practical time. Page 3 of 4 2021-03-02 Agenda Packet Page 4,04 of 484 DocuBigin Envelope ID:4946F49F-ABB1-440E-8DF1-3C9FEF36IABO SO ORDERED, B : DocuiSig ed by: Maria V. I achadoorian, City Manager/Director of Emergency Services City of Chula Vista Approved as to Form: B : oocuSig ed by: P Glen R. C oogins, City Attorney City of Chula Vista Fuge 4 of 2021-03-02 Agenda Packet Page 405 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2 02 1 File ID: 21-0034 ,TITS A. QUARTERLY FINANCIAL REPORT FOR THE QUARTER T ENDING DECEMBER 3 , 2020 B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2020/2021 BUDGET TO ADJUST FOR VARIANCES AND APPROPRIATING FUNDS THEREFOR 4/5 VOTE REQUIRED) RECOMMENDEDT Council adopt the resolution. SUMMARY Quarterly Financial Report The Finance Department,in collaboration with other Cite departments,prepares quarterly financial reports for the General Fund that reflect budget to actual comparisons, projected revenues and expenditures, and highlight major variances that may require additional action or changes as of December 31, 2020. The quarterly financial reports are in compliance with section 504 (f of the City Charter, which requires that quarterly financial reports be filed by the Director of Finance through the City Manager. In preparing the quarterly financial projections, staff has identified various budget changes that are needed to reflect actual revenues and expenditures or address changes in budgetary needs. For government entities, a budget creates a legal framework for spending during the fiscal year. After the budget is approved by the City Council, there are circumstances which arise that could require adjustments to the approved budget. Council Policy 220-02 "Financial Reporting and Transfer Authority"was established in January of 1996 and alloys for budget transfers and adjustments to be completed.This report discusses budget adjustments that staff recommends in the General Fund as well as various other funds to address identified fiscal issues. In addition to the Fiscal Year 2020/2021 budget recommendations for City funds, this report includes ars update on Measure P and Measure A actual revenues and expenditures as of December 31, 2020. ENVIRONMENTAL REVIEW The Development Services Director has reviewed the proposed activity for compliance with the California Environmental Quality Act CLIA and has determined that the activity is not a "Project" as defined under Section 15378 of the state CES Guidelines because the proposed activity consists of a governmental fiscal/ad inistrative activity which does not result in a physical change in the environment; therefore,. P 11 2021-03-02 Agenda Packet Page 406 of 484 pursuant to Section 15060(c)(3) of the State CEQA Guidelines,the activity is not subject to CEQA. Thus, no environmental review is required., BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISC'USSION The Second Quarter Report is developed using six months of recorded (July 2020 through December 2020) revenue and expenditure activity for Fiscal Year 2020/2021 as of December 31, 2020. City revenues and expenditures are forecasted through the end of the Fiscal Year in collaboration with City departments, consultants, statistical data, trend analysis and other resources. The data in this report is the most current data available; however,the data and projections are subject to change. This report will provide summary information for the following areas: • Major General Fund Revenues and Expenditures • Adjustments to General Fund Expenditures • Adjustments to non-General Fund funds • Update to the Measure P and Measure A Funds Attachment A- Quarterly Financial Report provides additional information for the financial outlook for the General Fund for the current fiscal year including City revenues and expenditures. The Finance Department will continue to monitor the City's actual revenues and expenditures and will provide any significant changes in subsequent quarterly budget monitoring reports. General Fund Overwiew The City's Fiscal Year 2020/2021 financial outlook is primary unchanged as overall General Fund expenditures are projected to slightly exceed revenues by approximately$0.3 million (General Fund deficit). Overall, Sales Tax projections are below budget by $0.4 million based upon updated information from the City's sales tax consultant.The Sales Tax revenue projections for Measures A and P increased by$12 million; however, a corresponding transfer out from the General Fund to the respective Measure P and Measure A Funds will result in a net zero impact to the General Fund.Several other General Fund revenues are projected to be under budget,largely due to the ongoing COVID-19 pandemic and related restrictions on travel,special events and use of City facilities and programs.For example,Transient Occupancy Tax revenues are projected to be $0.4 million under budget and Charges for Services revenues are projected to be $2.2 million under budget. Funding from the federal Coronavirus Aid, Relief,and Economic Security(CARES)Act received from the County and State of$5.5 million for Fiscal Year 2020/2021 has helped to offset some of the unbudgeted expenses incurred related to the COVID�-19 response.Additional information on General Fund revenue and expenditures are provided in the attachment to this report. Major General Fund Revenues The City's major General Fund revenues, which make up approximately 76% of the City's General Fund revenues, are projected to be $1.8 million more than the Revised Budget amounts, largely as a result of increased projections for Measure A and Measure P revenues. Utility Users Taxes,Transient Occupancy Tax P 12 2021-03-02 Agenda Packet Page 4,07 of 484 and Sales Tax revenues are projected to be under budget based on current trends. Table 1.- Fiscal Year 202012021 Major General Fund Revenue Projections summarizes the revenue projections. Ttble 11 - Fiscal Year 2,102,1012,1021 MaJor General Fund R.evenue Projections, revue IC',Iateaoryr FY 20,21 Revised FY 20,21 Prqj,,ecte,,d Varianc,,je, Budget, Actuals Property Tallx 3 7n�5 5 5 7 75 8 37755677 58 S,ales TaIX 36inI9,317866 36,76 21,917366, (40,21174,9191) Mea,SL,ire P Sales Tax ,21 0 n�0,21,13 7 0 0 0 ,2117611,,217000 1759,217000 Mea,SL,ire A Sales Tax ,21 0 n�0,,2110 7 0 0 0 2117591117000 176717000 PIT In HeLl of Motor Vehicle License Fee (VL F) ,214,n�9`5 0 7112154, 2147 91�5 0 71,21,54, Franchise Fees 121nI4,04,79136 1,2174,04,7936 _. Utility Users Taxes 5 nr2,13 3 74213 4765,1742'3 °7000) Transient 0"CC LI pa,ncy Tax 4,n�9,211617 8 3,2111 475317374 (3 915 746 8) Tcpta,1 16,290439057 639 1 1 ID®R 1 9 718,3904, 13 The remaining General Fund revenues (not represented in Table 1) are anticipated to approximate the Revised Budget amounts. All the General Fund revenues are summarized in Attachment A. The overall General and revenues are projected to be less than the Revised Budget by approximately$0.1 million. Major General Fund Expenditures The Cit y's major General Fund expenditures,which make up approximately 74% of the City's General Fund expenditures,are shown in Table 2.As of the end of the second quarter of Fiscal Year 2020/2,021,Personnel Services expenditures are projected to be over budget by approximately$1.5 million and Utility expenditures are projected to be over budget by approximately$0.1 million, resulting in a net increase of approximately $1.4 million in expenses. Based on the percentage of the Projected Budget expended to date, the major General Fund expenditures are in line with projections. Staff will continue to monitor expenditures to identify any costs that might continue to trend higher than anticipated and propose future actions to address these expenses. Additionally, information related to departmental expenditures is provided in the attachment. As mentioned previously,due to an increase in Measure P and Measure A revenues,a corresponding transfer out from the General Fund to the Measure P and Measure A funds will increase expenditures (transfers out) by approximately$3.2 million. The remaining General Fund expenditures (not represented in Table 2) are largely in line with projections, but include increased costs for the City's CO,VID-19 testing site, COVID-19 response expenses, Fire Academy and Fire Strike Team,and other departmental updates. PIi3ge 3 2021-03-02 Agenda Packet Page 4,08 of 484 Ttble - Fiscal Year 2,02,012,02,11 General Fund MaJor-Ex''penditure Projections, Expenditure ICAtegory,, FY 20,21 RevJ"IsI FY 20,21 Projected Expended todate %,, Expended Budget, ActuaIs Persannel Senii,ces 1317871 76,58 1337 4J 10,211 619,7432117 917" 521 0% SLIPP118S a,nd Seniillces 16718,21783,211 16709,3119,18 8786378,16, 68 7% Utilities 4,8387664, 47 9116,6 J,8 0 6 217834112173 67 1% 39 a 1 9 1 9 121 -Ticrt ] $ 1,58 9 ,93044, $ 153m,468 8 9005 52.9%, Proposed Fund Adjustments General Fund At the conclusion of the second quarter of Fiscal Year 2020/20,21, the proposed adjustments are: 1) inter- and intra- Department transfers; 2) expense appropriations associated with offsetting revenue (e.g.,grants); appropriations associated with changes in projected revenue. The proposed adjustments are anticipated to result in a General Fund net cost increase of approximately$4.7 million(increase of expenses by$5.,6 million and revenue by $1.0 million). The following chart provides a summary of the proposed budgetary adjustments. Table 3-Fiscal Year,2020/2021 General Fund Budget Adjustments Summary DEPARTMENT PERSONNEL SUPPLIES& OTHER OTHER TRANSFERS TOTAL TOTAL Footnote SERVICES SERVICES EXPENSES' CAPITAL OUT EXPENSE REVENUE NET COST GENERALFUND City Attorney 1 198,694 198,694 Administration 2 - - - 166,000 Non-Departmental 3 798,969 2,666,166 3,465,134 (1,73 1,000) 1,734,134 Economic Developinei t 4 - - - (85,000) (85,000) Development Services 51 80,000 - 80,000 100,000 180,000 Police 6 - - 42,905 42,905 (42,905] Fire 7 2,067,625 8'5,57'5 - 2,032,050 (1,890,000) 142,050 Parrs and Recreation 8 - - - - 2,101,027 2,101,027 Library 9300 300 217,140 217,440 TOTALGENERALFUND 2o067fi2S 44o72S 798o969 42,905, 2o666ol66 So,62%389 (966oO44) 4fiS4o34S General Fund Amendment Footnotes L.Ci ty Attorney-Decrease revenue a pPro pri a ti o ns by$198,x 94 due to projected decrees se i n devel o p e r fees acrd charges for s e rvi ces. 2.Administration-Decrease revenue appropriations by$166,000 due to projected decrease in special events donations,. 3.Non-Departinental-Increase expense appropriations by$798,969 for administration/collection of'sales tax by the California Department of Tax and Fee Administration(CDTFA),.Increase revenue appropriations by$3,163,000 for projected increase in Measure A and Measure P sales tax revenues;Decrease revenue appropriations by$1,432,000 for projected reductions in utility tax($582,000)and cannabis excise tax revenues ($850,000). 4.Economic Development-Increase transfer in appropriations by$85,000 for staff time reimbursement froin Environmental Services Fund,. 5.Development Services-Increase supplies and,services expense appropriations by$80,000 for increase in SANDAG ineinbership fees;Decrease revenue appropriations by' 100,000 due to reduced code enforcement collections. 6.Police-Increase revenue and,expense approrpriations by$42,905 to recognize a federal grant for internet crimes. 7.Fire-Increase expense appropriations by$1,835,615 and revenue appropriations by$1,890,000 to establish budget for Fire's Strike Team deployments;Reallocate$280,585,in appropriations froin dispatch services to the FY2 1 Fire Academy,for a net$196,43'5 increase expense appropriations. 8.Parks a n d Re cre a ti o n-Dec rea se revenu e appropriations by' ,101,+2 6 for projected reduction s in pro rani revenue('$1,279,'8'54)and decrease rental revenues of City facilities($82 1,173). 9.Library-Increase revenue and expense appropriations by$300 for a donation to fund,supplies and services.Decrease passport revenue appropriations by($217,440). P 4 2021-03-02 Agenda Packet Page 4,09 of 484 The significant adjustments to the General Fund are described below. • Non-Departmental - Increase expense appropriations by $798,969 for State's administration, collection, and distribution of all related sales tax. Increase revenue appropriations by $3,163,000 for projected increase in Measure A and Measure P sales tax revenue. Decrease utility tax revenue appropriations by$582,000 based on projected revenues,due to trends in consumption and business conditions. Decrease cannabis excise tax revenue appropriations by $850,000 based on projected revenues, due to delays in opening of cannabis businesses for the remainder of this fiscal year., • "'ire Department - Increase personnel and supplies and services expense appropriations by $1,835,615 and revenue appropriations by$1,890,000 for Fire's Strike Team;Reallocate$280,585 in appropriations from dispatch services to the FY21 Fire Academy, for a net $196,435 increase of personnel and supplies and services expense appropriations. • Parks and Recreation- Decrease Charges for Services revenue appropriations by$1,404,854 based on projected revenues,due to COID-19 restrictions on City programs resulting in closure of various city facilities. Decrease facility rental revenue appropriations by $,821,173 based on projected revenues, due to COVID-19 restrictions on facilities use and inability to operate City sponsored programs by the Community Services departments. • Library- Decrease passport fees revenue appropriations by$217,440 based on projected revenues. Other Funds The following recommended adjustments are for funds outside of the General Fund. The proposed adjustments, displayed in Table 4,, result in a net cost decrease by approximately $2.6 million. A brief discussion follows the table on the significant proposed adjustments. P 5 2021-03-02 Agenda Packet Pale 4,10 of 484 Table,4-Fiscal,Year 2020/2021 Other Fund Budget Adjiustnients Suniniary PERSONNEL SUPPLIES& OTHER OTHER INTERNAL TRANSFERS NON-CIF TOTAL TOTAL Foatnate SERVICES SERVICES EXPENSES CAPITAL SERVICE OUT BUDGET EXPENSE REVENUE 'N ET COST OTHER FUNDS 201,6 Measure P SalesTax 1 - - (13431,462) (1,343462) 'Trans P o rtation Grants-Gas Tax 2 - 4,760 4,760 4,760 201.8 Measure A Sales Tax 3 (58,451) 5845 1 - - - (1322,704) (1,322,704) Advanced Life,Support,Program 4, - (7,952) 7,952 - Special Revenue Endowments 5 - 70,000 - - (70,0001 - State Grants 6 - - 500,000 - 500,000 (500.,000) Environmental Services 7 - - (85,000) 85.000 - - 'Transport Enterprise Fund 8 (683.404) - - (883.404) (883404) Transport Enterprise Fund 8 883.404 - - 883.404 - 383404 2014 COP Refunding 9 - 4,000 - 4,000 - 4,000 2015, Refunding COP, 10 4,001 - 4,001 - 4,0 0 1 2016 Ref ITP Civic Ctr/Nature 11 4,001 - 4,001 - 4,001 2016 LRRB PFDIF/COP 12 1,000 4,000 4,000 201.7 CREBs LRBs 13 411001 4,001 4,001 201.6TARBs 14 4,000 - 4,000 4,000 ParldandAcquisition&DevFees is - 57,160 57.160 57,160 Capital Improvement Projects (PRK0326) 16 - ILS 000 (152,000) (152,000) Capital Improvement Projects (PRK0328) 16 152,000 152,000 152,000 TOTAL OTHER FUNDS (58,451) $144,5,02 $472,16D $ 4,76D $7,952 85,00D $(7D,ODD) $585,923 (3,166,166) (2,58DP243) OthL-r Fund Amendinent Footnote 1-2016 Measure P Sales Tax Fund-Increase transfer in appropriations by$1,343.462 due to a projected increase in sales tax revenues,, 2.,'Transportation Grants-Gas'T'ax Fund-Appropriate$4.760 from fund balance to increase other capital expense appropriations forvehicle outfitting,, 3.2018 Measure A SalesTax-Increase transfer in appropriations by$1,322,704 due to a projected increase in sales tax revenues.Reallocate$58,451.of Fire squads expense appropriations for the FY21,Fire Academy. Advanced Life,Support Program-Reallocate$7,952 in supplies and services expense appropriations to internal service expenses. 5.,Special Revenue Endowments-Reallocate 570,000 to supplies and services expense appropriations based on project type., 6.State Grants-Appropriate$500,000 in state revenues and other expenses for,state Local Early Action Planning Grant to accelerate planning for housing production. 7.Environmental Services Fund-Increase transfers out appropriations by$85,000 to General Fund., E.Transport Enterprise Fund-Reallocate$,883,404 in personnel costs from hourly employee costs to salaried employee costs. 9-14,.,Bond Funds-Increase supplies and services appropriations of approximately$4,000 for respective bonds for disclosure reporting costs., 1.5.,ParkJand Acquisition&Dei Fees-Appropriate$57,160 from fund balance to increase other expenses appropriations for refunding developer trust credits., 16.,Capital Improvement Projects Fund_Decrease appropriations by$1,52,000 for the Park Infrastructure(PRK0326)project,-,and,increase appropriations by$152,000 for Rohr- Pari,Bathroonis(PRK0328)project., The significant adjustments to the Other Funds are described below. 0 2016 Measure P Sales Tax Fund-Increase transfer in (revenue) appropriations by-$1,343,462 due to a projected increase in sales tax revenues. 0 2018 Measure A Sales Tax - Increase transfer in (revenue) appropriations by 11,322,704 due to a projected increase in sales tax revenues. 0 State Grants -Appropriate $500,000 in revenues and expenses for the Local Early Action Planning Grant to accelerate planning for housing production.. 0 Transport Enterprise Fund - Reallocate $883,404 in personnel costs from hourly employee costs to salaried employee costs. 0 Capital Improvement y Projects Fund - Decrease appropriations b $152,000 for the Park J :0 Infrastructure (PRKo32 ) project; and, increase appropriations by $152,000 for Rohr Park Bathrooms (PRKo328) project. Measure P Fund Overview In November 2016,Chula Vista voters approved Measure P, authorizing a 1/2 cent sales tax increase on retail sales within the City for ten years. 'The funding from the sales tax measure is to allow the City to make progress toward replacing and repairing failing City assets. In December 2016,the City Council adopted the expenditure plan for the Measure P funding. The expenditure plan identified critical deferred maintenance and infrastructure projects for which the Measure P funding was to be allocated toward. The following table provides an update on the allocation and expenditures (unaudited) for the Measure P funds. P �3ge 6 2021-03-02 Agenda Packet Pale 4,11 of 484 Table 5 -Measure P Citywide Infrastructure, Facilities and Equipment Expenditure Plan 1/2 ceM Sales,Tax II nue over 10 year period Summary Table a 12/31/20 10-Year To Diate Remaining TcAal by MaforCategory Timoeframe Tota;S Balance N REVEN U ES,M S,41es.Tax IIR avenues. $ 19 6,2 8 6,554 $ 69 o 68 2 2'5 1 $ 126,604,303 3 1 91 5 ln�v'es,tmi ent' Earnin $ 3,,5 8 61 Mis,c6[14neous. $ - $ 22gH $ (232w988) Tota I �R eve n u e s, $ 111 9,61Y 2 81,61,15 5141, $ 7 315,07 1,014, $ 122779)141150 -EX ,IlITUIIR,,E�,S"-. Rre Stations,II.eIIpai��rs,/'�ReIlD��l�ace��nie�nt', 26,02 100449 11023Dw449 14w9BC)wDDC) Fire IR,,es,Ipo,ins,e ���les, 19,847,580 7,059,671 12,787,909 IF a t IF:quipaiient '50 19709 13 667 w' 19 4w530w394 I Total Fire ,Services, 11511,021551,09412 180957w639 32w298w303 IP o,11 ce IIR es,pons,e Vehidles, 1209510470 30571 w295 9w38Dw175 Pu [IcSaf'&ty' Sys,'temis, 8,67 8 0 8 62 3,252,782 5,426,080 PoliiIIF uii sir Repairs, 201010000 746w713 1J54w287 P&Ilce IIEquipment, 6,1 1 O 145 173w 166 437 979 Total Police Services, 24e342,,eew955 w" w5 Streets 2 2,9 06,3 10 18,834,184 4,072,126, Gfheur-IFS'4EBili;c IIIIlnf'uras.t,lr,a uct,uiir,e 16,e822eB4,,6, %814,wilo 7wQOBw736, Sport's,IFuI&Ids,and Court's, 111511?44211?995 784jsl 14w&1581IW644 �No,��n-S,,af'et"y''Ve��hic��l�es. 11J95JOQ 4e903w3ff) 6w291w740 Recreation andSeni&r-Centers, 15J36e617 3e369w205 11 w767w412 Ovk Cent&r-and Stlh LEbr-aries. 4,032,000 1,649,008 2,382,992 Gfh&r- R4EBili cIIF aair Iiii 'ie 1 X 6 0 3e2l4w435 4wG56w725 Tr-affic S] 11 llgntenis, 7,000,000 193,044 6,806,956, ParIIlnf'ur-as,tructuire 1D,e46,7,,e5Qw420 8JWwQ,87 Cuiit wiiid II t or II Iiiaceniient 2eGSDe700 2e 339 (3 w 63 9) -C[tywide Tuniuniu�u�nict,io,iins, $ 2,15 5 o 6,02 1,889,372 2 66,2 Total Illrrffastructwe 114e5lGeB37 49e45B2B 655465wOQ9 Total Allocation,,s, 1,190,109J,25,6 75 747"F422 11413,61j,8,34 Page 7 2021-03-02 Agenda Packet Pale 4,12 of 484 Measure A Fund O�vervi"ew In June 2018,the citizens of Chula Vista approved Measure A which enacted the 1/2 cent sales tax to support public safety staffing.The measure imposed a 1/2cent transaction and use tax(sales tax) on retail sales within the City of Chula Vista and became effective on October 1, 2018. Concurrent with the approval of placing the measure on the ballot, the City Council adopted an Intended Public Safety Expenditure Plan for the anticipated revenues generated from the measure.By doing so,the City Council expressed its intent to spend the sales tax revenues exclusively on the critical staffing needs of the City's police and fire departments, including necessary equipment and support provided by other City departments. The following table provides an update on the allocation and expenditures to date totals) for the Measure A funds., Table 6,-Measure A Intended lPublic Safety Expenditure Plan �'h�ase I-Critical dIs, Summary Table as,of'12/31/2020 POUCIE IIDIEPART UENT FY 202-IL As—of Remaining Budget 12/3,1/2,02,0 Balance REVENUES: Fed&ral Reveri�ue 125101010 - 1251010101 Trari�sfer hi101101101101010 317691252 61240,1748 Total IPoIIice,Department lRevenues $ $ 3?769,12,52, $ 612,40?748, EXPENDITURES: Persoririell Costs 716491967 219581101 416911866 SUpplies&Services 5251737 30,1755 4941982 Utilities - - - dh&r Expenses 3751375 - .3751375 dot h&r Capital 1891233 2961769 (10,7,536) lriteml Service 30,11767 - 30,11767 Total Poli a IDepartrruent IExpendkures, $ 8,?740?3,12, $ 3?2,8,5162,5 $ 514514?6,8,7 FIRE IIDIEPARTMENT FY 2021 Asof Remaining Budget 12/31/2-020 Balance REVENUES: Trarider hi101122911641 31,660,1090, 615691,551 Total Fire IDepartmnt Revenues, $ 10?2,2,9,?64,1 $ 3?6601090 $ 61569,551 EXPENDITURES: P&rsoririll Costs 612161712 218141066 3140,21646 Supplies&Services 20,31405 321486 1701 11, Oth&r Expenses 375,375 - .3751375 Oth&r Capital - 2281253 (228,253) lriteriil Service 371789 - 371789 Trarifers Out 2181942 .2181942 Total Fire IDepartment IExpend[tures, $ 7p052,p223 $ 3pO7408,05 $ 319,77p4,181 Total Measure A Revenues 20,239,641 $ 7,429,342 12,810,299_ Total Measure IIExpenditures 1151792,535, $ 6,360,430 9,432,1 P �3ge 8 2021-03-02 Agenda Packet Page 4,13 of 484 DECISION-MAKER C"CINFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real proprty-related financial conflict of interests der the Political Reform Act(Cal.,Govt Code§87100,et seq.). Staff is not independently aware,and has not been informed by any City Council member,of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT The Second Quarter Monitoring Report presents updates to revenue and expenditure projections as of December 31, 2020. As a result of the revised projected revenues and expenditures within this report, the overall General Fund expenditures are projected to exceed projected revenues by approximately $03 million. Staff will continue to monitor actual revenue receipts and expenditures to determine if any budget adjustments will be needed in the future. Across the non-General Fund funds, multiple actions are recommended for the second quarter,leading to a net decrease in costs of approximately$2.6 million to non-General Fund accounts. ONGOING FISCAL IMPACT There is no ongoing fiscal impact related to this action for the General Fund. A""'rTACHMENTS 1. FY2021 Second Quarter Financial Report Staff Contact:David Bilby,Finance Department P �3ge 9 2021-03-02 Agenda Packet Page 4,14 of 484 Overview 0 $1.4 million in public health supplies and services This financial report summarizes the City's General 0 �J $1.3 million in small business assistance Fund financial position for Fiscal Year 2,02,0-2,021 0 $0.7 million in economic support throufTh December 31, 2020, and projections for the 5 0 $0.6 million in housing support remainder of the fiscal year endin"on June 301, 2021. 6 The purpose of this report is, to provide the City .7 Revenues Council, Management and the citizens of Chula Vista The followincTtable shows the Fiscal Year 2,020-2021 6 an update on the City's fiscal status based on the most General Fund Revised Budget revenues and the year- recent financial information. end Projected Budget revenues. 'The Projected Budget includes all the change in nrojections, included in this F This report also includes information from the City's report. Overall, actual General Fund revenues are long-term financial plan (LTFP). The LTFP is a pro�jected to decrease by approximately $0.1 million forecast of ten future years based upon information y below the Revised Budget amounts. The increase in available at the time and is updated annually to reflect revenue from the City's Sales Tax projection for the most current information available., The full LTFP Measure A and Measure P is based on updated can be found on the City's website at information provided by HdL, the City's outside sales h,ttp,s,�:,/,/wwwi.chulavi.s.ta,c.a,.,,g,o,v,,/,,de,,Dl,arltments,,Z,finance tax consultant. HdL adjusted the projections for the /financial-r City of FY 2021 based upon prior trends and information collected from multiple sources. A At the end of the second nuarter, the Citv's General �1 -.7 corresponding transfer of these funds to the Measure Fund financial outlook is projected to have P and Measure"a Funds will result in a net zero impact 17, '03 million (fund expenditures exceed revenues by s to the General Fund. deficit). The factors contributing to this is addressed within this report. Several other City revenue categories are pro�jected to significantly decrease,mainly due to the impacts from Significant unanticipated expenditures and impacts the COVID-19 pandemic and related restrictions on on revenues related to the COVID-19 pubilic health travel, special events and use of City facilities and emer"ency have occurred throughout FY20121 and 5 programs. will likely continue well into FY2022. Expenditures include stafftime, supplies and services, and other Other significant changes to revenues include a costs associated with emergent community, impacts, .7 decrease to utility tax revenues by $582,000 due to such as job losses and housinrT and food insecurity. 6 -.7 trends in consumption and business conditions, as These expenditures have been partially offs-et. by well as a decrease in cannabis excise tax revenue by federal funding from the Coronavirus Aid, Relief, and $850,000 due to delays with cannabis businesses Economic Security, (CARES) Act received via the 1. .7 opening. Countv and State. The CARES Act funding supports expenditures directly related to COVID-19 which are The proposed projections adjustments are shown not already outlined in the FY2020-21 Adopted within the respective revenue categories in the Budget. CARES revenue and expenditure projections following table. of $5.8 million have been incorporated into the General Fund's Projected Budget, which include the overwhelming majority of the City's CO,VID-19 program spending: 2021-03-02 Agenda Packet Pai�e 4,15 of 484 11111111111 11�1110111111111ll Fiscal Year 2,110,21012,1021 Mlajor General Fund Revenue Projections Generall Fund Expenditures as o,f'12131/2020 FY 20,21 FY 20,21 FY 2,02114. Expended as R�e'v�enue C,ategory Revised Projezted Varian,ce Department Revised of ill 213,1111/2012,101 %Expended Budget Actuals Budget Property Taxeis: 37,555,758 37,555,758 City GoundI 1,540,062 733,937 477% Sa[es Tax 36,931,855, 36,529,356 (4,02,49,S), Boards&Commissions 125,000 - 0.0% Measur�e P Sales Tax 20TU20TUDO 21 7612 TOGO 175,92TODD City Cl�erlk 933,434 5,55,807 59.5% Measure A Sales Tax 20,020,00,0 21,591,ODO, 1,571,00D City Attorney 3,24,31198 1,607,91167 49,.6% PT in 1[eu of Motor Vehiclel License, Administration 2,47-,73-3- 1,342,018 542% Feel NILF) 24791507254 247915107254 Informiatibn Techiriolbi 3,841,104 1,743,9,07 454% Franchise Fees 12,404,9,35, 12,404,935 Human Resources 2,873,416,6, 1,458,9,29, 50.8% Utility Users Tax 5,23 3,4 2 3 4,651,423 (5,82,00G), Firliance, 3,760,994 1,858,127 49.4% Transi,eirt Occupancy Tax�eis 4,926,832 4,53 1,3 7 4 (395,45,G), N o,ni-�D e p a rtmie nit a 1� 5 0,5 97,26 4, 18,395,746 36.4% Development Revenue� 27IJ3473,66, 177447823 (28 9,54 31), Anl�mal�Care Facility 2,923,868 1,399,717 47-9,% Llc�enses and Permits 1,466,670 1,74 2,219 275,54 9, Ecoriomic Deve1lopmienit 3,301,520 2,261,544 68-5,% Fin,es,Forfel'itures,Penalties 1,230,253 766,638 (463,615), Deve1oprinienit Services� 3,838,038 2,476,106, 64.5% Usel of Money&Property 2,9,96,116, 2,239,603 (7 56,513) Eirigineerling/Capital Project 9,9,28,285, 4,6,99,,438 473% Other Local Taxies 4,125,339, 2,6,20,GGO (1,505,339), P041ce 57,527,151 28,958,210 50.3% Policel Grants 916 7,3 17 1,GG7,463 4 G,146, R re, 34,123,431 19,152,935 5611% Revenue from Other Agencii,es 5,,D03,371 7,280,985 2,277,614 PublicWorks 12,178,316 6,234,309, 512% Charges for Servic�es 871437485, 5791187790 (2,22476,9's), �Parks and Recreation 10,2B0,210 5,274,100 513% Interfund Reimbursements 10,09,9,,9,19, 11,819,175 1,719,256 Library 3,472,699 1,495,465, 411% Oth,eir R�evenuel 1,335,381 39,5,6,63 (9,39,,718), TOTAL EXPENDITURE BUDGET 'S 206,963,773 99,648,262 48.1% Transf,eirs,In 12,555,198 12,555,198 - TOTAL REVENUES, 2112,000,472 S, 211,9161,61,157 S, Staff will continue to monitor department expenditures to identify any costs that mirTht trend The Finance Department will continue to monitor the 6 higher than anticinated and nroposed future actions City's actual revenues and will provide any significant F F changes in subsequent quarterly budget monitoring to address these trends as appropriate. reports. The next table reflects the projected expenditures Expendi"tures through June 30, 2021. 'The Projected Budget is anticipated to exceed the Revised Budget by The following table reflects the Fiscal Year 2020-2021 6 General Fund Revised Budrret expenditures and actual approximately-$5.2 million. The primary driver of the 6 projected higher budget is due to the increase of$2.6 expenditures b'%r department as of December 3 1,2 0 2 0. y million in transfers out of the General Fund to the In total, departments have expended approximatel'y y Measure P and Measure A Funds. As noted previously, $99.7 million or 48% of the General Fund Revised n/ the pro�jected increase in Measure P and Measure A Budget after 50u/o of the fiscal year (6 months). revenues would require a corresponding transfer to Overall, departmental expenditures are tracking the Measure P and Measure A Funds. 'The increase in consistent with the total Revised Bud"et as of the end of the second quarter. these transfers is reflected in the N on-Departmental budget. Other increases in projected expenditures include costs for the City P s COVID-19F testing site,other COVID- 19 response expenses,upcoming Fire Academy,a very active wildfire season requiring deployment of Fire Strike Teams,and other departmental updates. 2 2021-03-02 Agenda Packet Page 4,16 of 484 General Fund Projections�by Department as of 112/311/2020 FY 201211 FY 2012111 Department Revised ProjeGted Variance Budget Actuals City courick 1,540,062 1,471,447 58,615, Boards&Commissions 125,000 125,000 - City Clerk 9,33,434 1,03B,724 (105,29,0), City Attorney 3,243,19,8 3,149,335 93,863 Administration, 2,475,733 2,45,1,374 24,359, Informiatic,ni Techindbgy 3,841,104 3,875,693 (34,589) Human Resources 2,873,4166, 2,75,2,29,8 121,16B Firiance 3,760,994 3,760,097 B97 Non-�Departrnenital 50,597,264 55,404,991 (4,B07,727) AnJmM Care Fablity 2,923,8168 2,B00,359 123,509 Economic Development 3,301,520 3,33B,85,6 (37,336) Pl�annlhg&Building 3,B38,038 3,707,173 130,8165 EniginieeringiCapftW Projeds� 9,928,285, 9,723,558 204,727 police 57,527,151 57,520,408 6,743 R re 34,123,431 36,822,9916 (2,699,565) PublicWorks 12,178,31,6 11,969,120 2 0 9,,196 �Parks and Recreaflon, 10,2B0,21 0 9,986,7363 293,474 Lbrary 3,472,69,9, 2,271,723 1,200,976, TOTAL EXPENDITURES S 2065963,773 S 2125169"8"90 15,2061171 In review ofspecific departmental expenses, the Fire and Police Departments are projecting to be over budget by '17ear-end primarily due to increased 'Y overtime costs. For all departments, staff will continue to monitor expenses to determine if future budget amendments would be necessaru, Y. At the end of the fiscal year, the Finance Department will be seeking to make transfers from other expenditure categories with p�rojected savings and appropriate available revenues to fully utilize resources and mitigate any departmental deficiencies. There are no additional recommendations for budget actions at this time due to the uncertainty surrounding: 1) federal and state funding; 2) course of the COVID-19 pandemic, vaccinations and public health activities- 3) continued impacts on City revenues as a result of COVID,-19 business,travel and soclial restrictions. Staff will continue to monitor General Fund expenses and look for potential cost saving measures in order to remain within budget during the current fiscal year. 3 2021-03-02 Agenda Packet rage 4,17 of 484' RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF TIME CITY OF C ULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2020/21 BUDGET TO ADJUST FOR VARIANCES ANIS APPROPRIATING OPRIATING F ISS THEREFOR(4/5 VOTE REQUIRED) WHEREAS, the City Charter states that at any meeting after the adoption of the budget, the City Council may amend or supplement the budget by a motion adopted by the affirmative votes of at least four members; and WHEREAS, staff has completed the budget review for the quarter ending December 31, 2020 and is recommending a number of budget amendments; and. WHEREAS, staff is recommending increasing $5,620,389 in expense appropriations to various departments in the General. Fund and increasing revenues appropriations by $966,044, resulting in a negative net impact of$4,654,345 to the General. Fund; and. WHEREAS, the 2016 Measure P Sales Tax Fund. and. 2018 Measure A Sales Tax Fund will be p p appropriations resulting from the positively impacted as a result o increase revenue recommended changes; and WHEREAS, the Transportation Grants-Gas Tax Fund, Environmental Services Fund., various Bond Funds (2014 CCP Refunding Fund., 2015 Refunding CCP Fund, 2016 Ref CCP Civic Ctr/Na.ture Fuad, 2016 LRRB, PFDIF/CC. P Fund, 2017 CR.EBs L RBs Fuad, and 2016 TARBs Fund), Parkland.Acquisition & Development Fees Fund will be negatively impacted due to adjustments that will add appropriations that will be made from the available balances of these finds; and WHEREAS, the recommended adjustments to the Advanced Life Support Program, Special Revenue Endowments, State Grants, Transport Enterprise Fund and Capital Improvement e t Projects Fund consist of offsetting adjustments between revenue and expenditure categories and are neutral resulting in no net impact to these funds; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it does hereby amend the fiscal year 2020/21 budget and approves the following appropriations and transfers: 2021-03-02 Agenda Packet Page 4,18 of 484 0 Summary of General Fund Appropriations and/or'Tran sfers III General Fund,Bud,get Adjustments Summary-2nd,Quarter Fiscal Year 2020/2021 PERSONNEL SUPPLIES& OTHER OTHER TRANSFERS TOTAL TOTAL DEPARTMENT SERWES SERVICES EXPENSES CAPITAL OUT' EXPENSE REVENUE NE OST GENERALFUND C i ty Atto rn ey 1980694 19811694 Administration 1660000 16611000 Non-Departniental '7980969 206660166 30 01' , 1 0 73,10000) 10 111' Economic Development -1 (85,000) (as,000) Development Services 800000 800000 1000000 1800000 Police -1 420905, 420905 (420905) - Fir- 200670625 (35,575) ,0 ,0 (1,890,000) 14211050 Parks and Recreation 201010027 201010027 Libra - - - 300 2170140 2,1'7 440 TOTAL GENERAL FUND 2,067p6,25 44o72,5 798,969 42,905 2,666J66 5o6,20o389 (966,pO44.) 4F6,I54F34-5 Summary of Appropriations and/or Transfers for Other Funds Other Funds Budget Adjustments Summary-2nd Quarter F'iscal Year 2020/2021 PERSONNEL DPP LI OTHER GTHER INTERNAL TRANSFERS NGN-CIP TOTAL TOTAL SERVICES SERVICES EXPENSES CAPITAL SERVICE OUT BUDGET EXPENSEREVENUE NETCGS T OTHER FUNDS 2016 Measure P'Sales'Tax - -- (1,343.462) (1,343.4,62) Transportation Gran is-Gas'Tax - - 4,1,760 4,1,760 4,1,760 2018 Measure A Sales Tax [S 8.45 1) 5 8,4,5 1 - - - (1,322.704) (1,322.704) Advanced]Life,Support Program - (7,952) 7,952 Special Revenue Endowments - 70,000 - - (70.,000) - State Grants - - 500,000 - 500,000 (500,00q) Environmental Services - - (85,000) 85,000 - - - 'Transpoil Enterprise Fund (883.404) - - - - - - (883.404) - (883.404) Trans art Enterprise Fund 883,404, - - - - - - 883,404 - 883,404 2014 COPRefunding - 1,000 - - - - - 4,.,000 - 4,.,000 2015 Refunding COP, 4,001. - - - - - 4,1,001 - 4,001. 2016 Ref COP'Ciic Ctr/Natura 4,.001. 11,001 4,001. 2016 LRRB PFDIF/COP, - 4,,,000 - 4,1,000 - 4,.,000 2017 CREBs LRBs - 4.001. - - 4,.,001 - 4,001. 2016 TARBs - 4,,,000 - - - - 4,.,000 - 4,1,000 ParMand Acquisition&DevFees - 57,160 - - - 57.160 - 57.160 Capital Improvement Projects (PRK0326) - - - - (152,000) (152,000) - (152,000) Capital Improvement Projects (PRK0328) - - - - 152,000 152,000 - 152,000 T0TAL GTHER FUNDS S (58,451) S 1:44P5,02 S472,160, S 4,760 S7,952 $85,000 S(770,000) S 585,, 23 S (3,166,166) S(2,580,243) 2021-03-02 Agenda Packet Pe 419 of 484 Resolution No. Page 3 Presented by Approved as to form by David Bilby Glen R. Googins Director of Finance/Treasurer City Attorney 2021-03-02 Agenda Packet Page 420 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA March 2,2021 File ID: 20-0544 ,TITS PRESENTATION of THE 2018 COMMUNITY AND MUNICIPAL GREENHOUSE GAS EMISSIONS INVENTORY REPORTS RECOMMENDED171 Council receive the report. SUMMARY As part of'the City's ongoing greenhouse gas (GHG) monitoring effort and to comply with the 2017 Climate Action Plan [CAP], staff completed the 2018 Municipal and Community GHG Emissions Inventories report. The report is structured into two sections, 1 Community Inventory: 'This includes GHG emissions created within City boundaries such as from homes, businesses,vehicles,water usage and the generation of waste. 2) Municipal. Inventory: This covers GHG emissions created by City operations, such as from. City operated buildings,street and traffic lights,vehicle fleet and waste generated from City facilities. Because much of City operations take place within. City boundaries many of the emissions in the Municipal Inventory are also included in.the Community Inventory. The 2018 GHG Inventory report indicates that the annual city-wide community GING levels have decreased by 13�',�� compared to the 2005 baseline. These reductions are even more significant when considering the 23% increase in population over,this same time period. The report indicates a 29% decrease in per capita emission levels compared to the 2005 levels. In addition.,the municipal report indicates an approximate 5% increase in emissions from municipal sources i.e. operations, facilities and vehicle fleet) compared to 20,16 levels but still %below the 1990 baseline. Part of the reason for the increase was a new project to install additional solar panels in June 2018. During construction, the existing solar panels were disconnected to merge new systems with the existing systems,which led to an increase in building energy usage. Staff expect building emissions to go down when the solar system are activated and generating g electricity and as the remaining electricity from the grid increases to 100% clean by 2035. Staff will continue implementation of the 2017 CAP and is anticipated to present the Climate Change Working Group (CCWG) recommendations to the Sustainability Commission in February and then bring to City Council later in the year. PIi3ge 1 2021-03-02 Agenda Packet Page 421 of 484 ENVIRONMENTAL REVIEW The Development Services Director has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the, activity is not a "Project" as defined under Section 15378 of the State CEA Guidelines because it will not result in a physical change in the environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus,no environmental review is required. BOARD/COMMISSION/COMMIT rEE RECOMMENDA'TION City Staff presented the 2018 Community and Municipal GHG inventories to the Sustainability Commission (SSC) on January 11th, 2021.The SSC unanimously recommended that City Council adopt the report. DISCUSSION The City of Chula Vista continues to be a nationally recognized leader in fighting climate change in our community.The 2017 CAP includes 11 climate "mitigation strategies",each with multiple individual actions designed to reduce GHG emissions., Together with previous climate action planning documents,these actions guide the ongoing City staff efforts. In addition to addressing climate change,these climate action measures offer numerous community co-benefits such as utility savings,better air quality, reduced traffic congestion, local economic development and improved quality of life. The most recent CAP progress, attached, shows that 71% of actions included in the 2 0�17 CAP were either completed or ongoing 2018 GHG Inventory Report Methodology: Like the 2016 GHG Emissions Inventories, the Municipal GHG Inventory was created by City staff and the Community GHG Emissions Inventory was compiled by the University of San Diego's Energy Policy Initiatives Center(EPIC).For this effort,EPIC utilized SANDAG's Regional Climate Action Planning(ReCAP) Framework. The ReCAP framework is a tool created by SANDAG through collaboration with local agency staff and leading climate planning experts to prepare a planning framework that identifies best practices for preparing Climate Action Plans (CAP) and monitoring their implementation.ReCAP establishes a technical framework for regionally consistent climate action planning that also preserves local policy flexibility for the unique needs and circumstances of each local jurisdiction. Additional information on ReCAP is available on the SANDAG website (w .sanda .org/climate). The 2018 Snapshot and monitoring information are attached (TECHNICAL APPENDIX I")-. A full review of the inventory methodology can be found online at www.san,d,a,g,.,o,r,g,/,u,p,l,oa,ds/c,a,p/,ReC,ap,TAI,.,Ddf. Many of the GHG inventory methodologies remained the same and continued to use the U.S. Community Protocol (Version 1.0). In the protocol, the emissions from five main parameters - building energy consumption, transportation,water(embedded.energy),wastewater and solid waste are evaluated. 'These parameters are based solely on "end use activities" and their emissions are expressed as CO2 equivalent (or CO2e), which allows greenhouse gases of different strengths to be added together. One significant change from the 2016 GHG emissions inventory methodology is related to the transportation data used. SANDAG was not able to provide an updated 2018 Vehicle Miles Traveled (VM'T) estimate so EPIC updated the 2016 VMT estimate based on the most recent demographic information from 2018. This is the reason for the 13,000 MT CO2,e difference between the SANDAG ReCAP total and the City's Community Inventory. Community Inventor_ P 2 2021-03-02 Agenda Packet Page 4,22 of 454 Community GHG emissions in 2018 totaled 1,14,6,,000 metric tons of carbon dioxide equivalent (MIT CO2e). This is a reduction of 1%below the 2,016,inventory and 13%below the 2005, baseline.The City is still within 2% of meeting its 2020 GHG reduction goal of 15% reductions below 2005. These emissions reductions are even more significant after considering the city experienced a 23% increase in population during the same time period. The report indicates a 2,9% decrease in per capita emission levels compared to the 2005 baseline,levels. The three largest sources of emissions were from the transportation sector(58%),electricity sector (19%), and natural gas sector (16,%),, see Figure 1 below. The waste sector had the most emission growth from the last inventory as it rose 2,7% above its 2016 emissions however, remains 15% below its 2005 baseline. More detailed information can be found on Attachment'T'. The only sector that was above the 2005 baseline were emissions from natural gas. The 2018 GHG inventory shows community emissions reductions will probably not be uniform and many emissions are still tied to economic activity. Working with the State to bring GHG rection solutions that decarbonize our economy and ensure that our progress does not stall will be important to meeting the City's and State's long term carbon reduction goals. Community GHG Emiss'lions by Sector 2005f 2012, 20141, 2,016& 2018 1 NO - 1,4000000 ......................................................................................................................... 15%,below 2005 by 2020 (1,118,374 MTCo2e) WWI 55%bellow 2005,by 2030 (591,750 MTCo2e) 1,000IOU)IO ............................ T)FROM), 0111SWIN, FfIlle State Goall. 80%,below 1990 by 2050 (263,000, IMTCo2e) 600,000 ............................ VENISON Waste Water 'Water 4(00,(xx) un Sofld'waste, Iiii Electrib"Ity 200,000 0,Natural Gats 0 TransportatiOn ,0 200,5 2012 2 014, 201,6 2,018 Figure 1: Total GHG emissions from community sources (by sector), in 2005, 2012, 2014, 2016 and 2018. The red dashed line represents the City's 2020 carbon reduction goal, the yellow dashed line represents the City's 2030 reduction goal, and the blue dashed line represents the State's 2050 carbon reduction goal. Municipal Inventor- The 2018 GHG Emissions Inventory indicates that Chula vista's municipal GHG levels have increased by 5% compared to the last 2016 inventory. GHG emissions from municipal sources (i.e. operations, facilities, and vehicle fleet) in 2018 totaled 10,207 metric tons of carbon dioxide equivalents (MT CO2e). This represents Page 13 2021-03-02 Agenda Packet Page 4,23 of 484 a reduction of 67% below the initial 1990 inventory. The two largest sources of emissions were from the, energy consumption at facilities (41%) and emissions from the City's solid waste disposal (27%),see,Figure, 2 below. More detailed information can be found on Attachment"2". The City started a new project to install additional solar panels in June 2018. During construction, the existing solar panels were disconnected to merge new systems with the existing systems,which led to an increase in building energy usage. Staff expect building emissions to go down when the solar system are, activated and generating electricity and as the remaining electricity from the grid increases to 100% clean by 2035. Due to significant reduction from the vehicle fleet emission (44% since 2016)that sector fell from the second to third largest sector. Municipal GHG Emissions 19901 2005, 20 121P 20,114 and 20,116 354000 01F000 251F000251FOOO 01i C%4 0 U 20000 Pota ble/Re cycled Water Ln C (embelle d energy) 0 Iii Solid Waste Z 151FOOO Sewage 10000 in External Lights 51FOOO IIIIIIIIIIIIIIIIIIII Buildings 1990 20,05 2012 2014 2016 2018 Iiiiiiiiiiiiii Vehicle Fleet Inventory Year Figure 2: Total GHG emissions from municipal so,ulrces(by sector) in 1990,2005,2012,2014, 2016 and 2018. Next Steps The availability of data is critical for the preparation of G emission inventories and continues to be a challenge. In addition to the delay in VMT data, due to the Local Government Partnership contract with SDG&E ending,SDG&E will not be able to provide the same level of energy data they have provided for recent inventories. This may impact electricity and natural gas emissions in the 2020 inventory. Staff will continue to work with the University of San Diego's Energy Policy Initiatives Center (EPIC) and SANDAG to identify solutions to data challenge and leverage the GHG inventory guidance that was created as part of the ReCAP stakeholder effort. We anticipate the 2020 inventory to be completed in 2022 with future inventories being conducted every other year,depending on data availability. Page 4 2021-03-02 Agenda Packet Page 424 of 454 Staff will continue to implement the 2017 CAP and City Operations Sustainability Plan. The most recent CAP progress,attached, shows that 71% of actions included in the 2017 CAP were either completed or ongoing. Some of the implementation actions being taken are: • Preparing for San Diego Community Power Phase I enrollment of municipal facilitates starting March of 2021 and phase 2 enrollment of large commercial customers in July of 2021;, • Adoption of the Alternative Transportation Master Plan,with notable projects including Bike, Lanes on Broadway(7.8 new miles),bikes lanes on Main and the Sweetwater Bike Path project; • Implementation of the Existing Home Energy Efficiency Ordinance that requires energy saving retrofits in older existing homes; • Development of a benchmarking ordinance that would increase transparency into energy usage at large commercial and multifamily buildings and require energy efficiency improvements for under- performing buildings; Staff have presented the Climate Change Working Group (CCWG) recommendations, below, to the Sustainability Commission and will be presenting them City Council in April. Proposed Climate Change Working GroupRecommendations 1 Approve and implement zero waste plan recommendation to eliminate the use of single use plastics 2 Implement education and outreach in support of decarbonization in new construction and evaluate incentives and building code options to eliminate GHG emissions associated with building energy use 3 Review solar permitting process and revise where necessary 4 Implement education and outreach in support of clean transportation while evaluating appropriate codes that reduces fossil fuel usage 5 Ensure implementation of the Chula Vista Active Transportation Plan to increase protected bike lanes,or highest level of protection possible, focusing on where active transportations collisions have occurred 6 Adopt a Climate Equity Index to address disproportional impacts of climate change 7 Adopt GHG reduction goal of carbon neutrality by 2045 DECISION-MAKER CONFI..,ICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently,the 500-foot rule found in California Code of Regulations Title 2,Section 18702.2 a)(11),is not applicable to this decision for purposes of determining a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal. Gov't Code§ 87100,et seq.). P 5 2021-03-02 Agenda Packet Page 4,25 of 484 Staff is not independently aware, and has not been informed by any City Council member, of any other fact that may constitute,a basis for a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT The development of the 2018 GHG Emissions Inventory was supported through existing departmental budgets and external funding sources such as the S,DG&E Local Government Partnership, thus there is no new General Fund impact. ONGOING FISCAL IMPACT There are no ongoing fiscal impacts associated with the 2,018 GHG Emissions Inventory. ATTACHMENT'S Attachment 1 - 2018 COMMUNITY GREENHOUSE GAS EMISSIONS INVENTORY Attachment 2 - 2018 MUNICIPAL GREENHOUSE GAS EMISSIONS INVENTORY Attachment 3 -2017 Climate Acton Plan Implementation Update Attachment 4-5A DAG ReCAP 2,018 Snapshot Attachment 5 -SANDAG ReCAP Snapshot FAQ Attachment 6- SA TAG ReCAP 2018 Snapshot GHG Inventory Data and Metrics Staff Contact.-Cory Downs Conservations Specialist P �3ge 6 2021-03-02 Agenda Packet Page 426 of 484 C1W OF CHULAVISTA 2018 COMMUNITY GREENHOUSE GAS EMISSIONS INVENTORY January 2021 SUMMARY As part of Chula Vista's climate action program and its commitment to reduce greenhouse gas (GHG) or "carbon" emissions, the Economic Development Department's Conservation Section performs emission inventories to identify GHG sources and to help guide policy decisions. The 2018 GHG Emissions Inventory is the City's latest evaluation of its progress in reaching its emissions reduction goal and builds upon past inventory efforts. The City's community inventory was created by University of San Diego's Energy Policy Initiatives Center (EPIC) as part of the ReCAP Snapshot Project led by San Diego Association of Govemments (SANDAGand uses ICLEI's U.S. Community Protocol to ensure the City's GHG inventories comply with industry best practices. The 2018 inventory indicates that Chula Vista's annual citywide GRG levels are 1,1.4 ,000 metric tons of carbon dioxide equivalent (MTCO2e). Compared to 2005, Chula Vista's citywide GHG emissions have decreased by 13% and per capita emissions have decreased by 29%. While the total reductions in GHG emissions is positive, the reduction trajectory has decreased since the last inventory and looking at some activity data behind the emissions shows the challenges in making continued deep emission reductions. The largest sector, transportation, saw a 2%, increase in Vehicle Miles Traveled (VMT since 2016 but due mainly to increasing fuel efficiency standards emission decreased by 2%. The natural gas sector is the only sector to be above its 2005 baseline although there was a 2% reduction in natural gas emissions since 2016. As expected, due to increased economic activity and despite significant outreach and education efforts,GHG emissions from solid waste and water sectors increased by 27%and 9%respectively since 2016. Reductions were seen in the remaining sectors based on lower activity. In order to reach the current 2020 community emissions reduction goal of 15% below 2005 emission levels, the City will have to reduce its GHG emissions by more than 28,250 MTC ;e or about 2%. An additional reduction of 48%below 2018 levels would be needed to meet the City's 2030 goal. METHODOLOGY Chula Vista has been a regional and national leader in climate action policies and programs designed to reduce GHG, or'. carbon" emissions. The City has participated in the United Nations Framework Convention on Climate Change, ICLEI Cities for Climate Protection Campaign, the Conference of Mayor's Climate Protection Agreement and the America's Pledge "We Are Still In." Through this involvement, the City has committed itself to reducing its greenhouse gas emissions. City of Chula Vista 1. of 7 2018 Community GHG Emissions Inventory 2021-03-02 Agenda Packet Page 427 of 484 Like the last GRG inventory the City's 2018 GHG Emissions Inventory vas compiled and calculated by the University of San Diego's Energy Policy Initiatives Center (EPIC) utilizing S NDAG's Regional Climate Action Planning (ReCAP) Framework (htt s //www.sanda .or / ndex.as ?classid=17&subclass d=4 & ro'ecti =565&fuseact on� ro' ects.detail . SANDAG has collaborated with local agency staff and leading climate planning experts to prepare a planning framework that identifies best practices and guidance for preparing Climate Action plans (CAP) and monitoring their implementation over time. The ReCAP establishes a technical framework for regionally-consistent climate action planning that preserves local policy flexibility for the unique needs and circumstances of each local jurisdiction. Due to data availability SANT AG included 2016 VMT data in the 2018 ReC.AP Snapshots but EPIC was able to provide a 2018 update based on demographic updates since 2016. This is the reason for the 13,000 MTCO2e difference between the SAN AG R.eC.AP total and the City's Community Inventory. A full review of the inventory methodology can be found online at www.sanda .or /u loads/ca /I eCa T.AI. df. Many of the GHG inventory methodologies stayed the same and continued to use the U.S. Community protocol (Version l.o). In the protocol, the emissions from five main parameters — building enemy consumption, transportation, water (embedded energy), wastewater, and solid waste - are evaluated. These parameters are based solely on "end use activities" and their emissions are expressed as C 2 equivalent (orCO2e), which allows greenhouse gases of different strengths to be added together. RESULTS In 2018, community GHG emissions from Chula Vista totaled 1,146,000 MT C 0 2 e (Table 1, Figure 1). The sector with the greatest amount of emissions (58% of total) was transportation or mobile sources. The electricity sector was the second highest source producing 19% of total community emissions, followed by the natural gas energy use (16%) and solid waste (5%). Compared to 2005 and 2016, total citywide emissions in 2018 were 12% and I% lower, respectively (Figure 1). 201 per capita emissions are approximately 29% below 2005 levels and 1%,below 2016 levels. Emissions from all enemy sectors have decreased by 13% or 61,000 MT 02e in total since 2005 and there was an I%, or 5,000 MT 02e decrease since 2016. Transportation-based emissions are estimated to have decreased 7% or 49,000 MTC 2e since 2005 and 13,000 MT CO2e, or 2%, since 2016. The solid waste sector lead emissions 15% below the 2005 baseline but I I A MTC 2 e or 27%, more than 2016. Emissions from water(embedded energy) were 9% above 2016 emissions but is still 76% below the baseline. Emissions from. wastewater stayed at 3,000 MT CO2 e. DISCUSSION Community.Emissions 2018 community emissions saw a modest reduction of 6,000 MT 02e or I%, see figure 1. These reductions put the City within 2%, of meeting its 2020 GHG reduction goal. The reductions occurred in spite of the City's continued population growth of 23% since 2005. Factoring that growth into emissions by looping at per capita GHG emissions shows a 28%reduction since 2005. That is good overall progress, but there were individual areas, such as transportation VMT and natural gas emissions, that are still above their 2005 baseline and more reductions are needed. City of Chula Vista 2 of 2018 Community GHG Emissions Inventory 2021-03-02.Agenda Packet Page 428 of 484 Annual Consumption(Metric Uniits) Annual Greenhouse Gas(GHG)Emissions(Metric Tons C�02e) %Change %Change Change Change 2005 2016 2018 (2018 vs. 2005 2016 2018 (2018 vs. 2005) 2005) (2018 vs. (2018 vs. 2016) 2016) Population 217,543 263,,611 268,060 23% Per Capita 6.04 4.37 4.28 -29% -2% Housing Units 73,115 81,876 83,493 14% 2% Per Housing Unit 18.0 141 13.73 -24% -20/6 Land Area(Acres) 33,024 33,024 33,024 0% 0% Per Acre 39.8 34.9 34.7 -13% _1% Annual Vehicle Miles Traveled(VMT) 1,429,425,787 1,612,143,717 1,645,858,507 15% 2% Transportation(MTC©e) 717,000 681,000 668,000 -7% 40/6 Natural Gas 3,421,917 3,531,230 3,453,568 1% -2% Natural Gas 182,000 192,000 188,000 3% -2%, Energy Use Energy Use (MMBtu) Electricity 2,,617,242 2,824,740 2,780,480 6% -2% (MTCO2e) Electricity 290,000 224,000 223,000 -23% 0% Total 6,,039,159 6,355,970 6,234,048 3% Total 472,000 416,000 411,000 -13% 10/0 Solid Waste(Tons) 217,459 165,335 265,974 22% 61% Solid Waste(MTCO2e) 61,000 41,000 52,000 -15% Potable Water(million 12,666 6,674 7,925 -37% 19% Water(MTCO2e) 50,000 11,000 12,000 -76% 9% gallons) Waste Water(million Waste Water*** gallons per day) NA 15.31 15.55 NA (MTCO2e) 15,000 3,000 3,000 -80% 0% All GHG emissions are reported in CO2 Equivalent(CO2e)which allows emissions of different Total GHG Emissions 1,315,000 1,152,000 1,146,000 -13% _1% MTC e) strengths to be added together.For example,one metric ton of methane emissions is equivalent to 21 ( 2 metric tons of carbon dioxide(or CO2e)in global warming potential. **Due to methodology changes energy usage from Port of San Diego facilities within the City and 2020 Redluiction Goal 1,117,750 waste tonnage of Alternative Daily Coveirweire removed.Both were included in 2005,2012 and 2014 (15%Below 2005) inventories. Reductions Needed To 28,,250 Due to better data w4ability methodology for calculating wastewater emission were updated in Reach Goal 2012. ....................... 2030 Reduction Goal (55%Below 2005) 591,750 Reductions Needed To 554250 Reach Goal Table 1: Demographics, activity data and greenhouse gas emissions for 2005,2016 and 2018 Transportation Sector Looking at activity data from the transportation sector shows that while GHG emissions have decreased, Vehicle Miles Traveled have increased 2% since 2016 and 15% since 2005. This increase was compensated by the increase in vehicle fuel efficiency and the adoption of zero emission vehicles but efforts to roll back some fuel efficiency standards could limit future emissions reductions from this sector if VMT reductions are not also seen. Other local, state and federal programs are continuing to actively target this sector by reducing the carbon-intensity of vehicle fuels, improving fuel efficiency and promoting alternative transportation options. The City continues to integrate "smart growth" design principles into its development review and approval process. Additionally, the City has updated its Bike and Pedestrian master Plans into the Active Transportation Plan (www.cbulavistaca. ov/departments// ortation- land and projects identified as priority in the plan will be included in fiscal year 2022 Capital Improvement Projects budget request. The Bike Lanes on tiroadway (7.8 new miles), bikes lanes on Main and the Sweetwater Bike Path project are expected to be completed in 2020 and opened for the public shortly after. Where possible staff add buffered bike lane to streets that are receiving other work. Staff are also working with regional partners for more long-term projects such as the City of Chula Vista 3 of 7 2018 Community GHG Emissions Inventory 2021-03-02 Agenda Packet Page 429 of 484 pedestrian bridge over Otay River, Bayshore Bikeway bike path from E Street to Lagoon Drive & F Street promenade from Bay Blvd to Broadway. Cod'" munity GHG Emissions by Sector 2005, 20120 2014, 2016 & 2018 1,600,000 1������y����� 1,400,000 15%below 2005 by,20,20 (1,118,374 MTCo,2e) 1,200,0100 ROOM IBM= EM wool M= 55%below 2005 by 2030 1,000,0100 (591,750 MTCo,2e) 800,01()0 S t ate Go a 1: 80%below 1990 by 2050 (263,000 MTCo2e) 600,0100 Waste Water 40(),01()D Water Sollid Waste �kiiElectricity 200,0100 Natural Gas 0 11111111111 Tr T1s p o rt a t io on 2005 2012 2014 2016 2018 Fligure 1: Total GHG emissions from community sources by sector) in 2005, 2012, 2014, 2016 and 2018. The red dashed line represents the City's 2020 carbon reduction goal, the yellow dashed line represents the City's 2030 reduction goal and the blue dashed line represents the State's 2050 carbon reduction goal Energy Sector Activity data for the energy sector showed a 2% decrease in community wide energy usage since 2016 but the community is still using 3% more energy than the 2005 baseline. Even with that increase in energy usage there was an emission reduction due largely to the shift to renewable and clean electricity, with SDG&E providing 45% of their electricity from renewable sources in 2018 (up from 35% in 2015). The State has set a goal for all electricity sold to be renewable or zero carbon by 2045 (SB 100)and the City has set a goal for 100%renewable electricity by 2035. There is not a similar effort to provide renewable natural gas although SDG&E will aim to incorporate 5%renewable natural gas into their system by 2022. This shows that over the long term there is a path for emission reductions for electricity, but energy efficiency efforts will continue to play an important role in reducing emissions and utility bills. Community wide Chula Vista saved more than 48,000 MMBtu of energy through energy efficiency programs with SDG&E, this represents about 0.8% of all energy used in 2018. The adoption of the energy efficiency ordinance for existing home will help increase energy efficiency savings. Decarbonization of the natural gas sector will need to build off the energy efficiency results and provide clean energy for existing City of Chula Vista 4 of 7 2018 Community GHG Emissions Inventory 2021-03-02 Agenda Packet Page 4,30 of 484 natural gas users but also ensure affordability for the remaining users as the system is faced with. a reduction in users and an increase in costs associated with increased safety requirements. To date 40 Californian cities, including Carlsbad locally,have adopted building codes to reduce their reliance on gas. "waste Sector As expected, due to increased economic activity and despite significant outreach and education. efforts, GG emissions from solid waste increased since 2016. Staff will continue their outreach. and education efforts as they work to adopt a zero-waste plan and expand organics collections. 2016 Comparison, Unlike the previous two GHG inventories this inventory does not show significant emission. reductions. This is mainly from less reduction from the large sectors (transportation and energy use)with more emissions from smaller sectors that are more closely tied to the economy in. general (waste and water). This showcases the value of ambitious early actions that are beginning to become business as usual, such as the renewable portfolio standard and cleaner transportation, and the challenge of producing the continued reductions that are necessary to meet our long-term goals as our community and economy grow. Efforts should be made to evaluate current actions not only on the current cost effectiveness but in relationship to future GRG reductions casts (such as future retrofits what will be needed on new municipal buildings). RECAST AND TARGET SETTING EPIC, working with data from SANDAi, was able to update the City's Business-As-Usual (BAU) forecast and model some new GHG reduction targets in line with the states reduction. goals. .A B.AU forecast loops at expected demographic growth and what the associated change to GRG emissions would be if no new GRG reduction policies were put in place. Table two below shows that total B.AU emissions are expected to increase by about 16%, and per capita emissions are slightly reduced. On-Road Electricity natural bias Solid Waste Tater Wastewater Total Per Capita Year Transportation "IT 2016 681,000 224,000 192,000 41,000 11,000 31000 111521000 4.4 2018 6681000 223,000 1881000 521000 12,000 31000 11146,000 4.3 2030 634,000 241,000 203,000 55,000 1ZOOO 31000 111147, 00 4.1 2035 6551000 .2.5212111000 561000 1 1 31 000 1/190,000 4.1 2045 704,000 276.000 231,000 Q,000 14,000 31000 114,287,000 4.2 2050 729,000 28-3 000 240,000 61 000 141000 31000 335,000 4,2 GHG emissions have been rounded to thousands. T Ca e:metric tons CO2e; Inventory years;2016 and 2018;(business-as-usual projection years without policy change:2030,,2035,2045,and 2050. Per capita emissions are based on these categories only,and cannot be compared with California statewide per capita emissions. Energy Policy Initiatives Center 2020 Table 2 Business-as-usual greenhouse gas emissions forecast for 2030, 2035, 2040,2045 and 2050 City of Chula Vista 5 of 2018 Community GHG Emissions Inventory 2021-03-02.Agenda Packet Pa e 431 of 484 EPIC also recommended updating the City's 2005 baseline and provided three options. The first two options are to use either 2012 or 2016 as a new baseline and adopt the states percent reductions goals of 40% by 2030, 40% by 2040 and 50%,by 2050. The third option is to adopt a Per Capita reduction goal in line with the state's percentage goals. All three options are shown on Figure 2 on the next page and show a downward trajectory. Staff recommend adopting the per capita emissions reduction targets because they show a downward trajectory, are a clear and easy to understand and better address planned population growth. Staff will bring these potential reduction goals back to City Council for adoption with the Climate Change Working Group proposed recommendation that include setting a goal to be carbon neutral by 2045. 11 300,10()() B AU IErn,i s s6 o ins ProjeclJo r, K) 40 0 0 C.-C.- lE rn i s s b r, 11. 1I a ft le r�, *I111MMMMMFI Fed(---,--�ral�arid Stat(---,--� Acdoirrs(1-c-,gislative- % adjusted BAU) P44 1 00 0 Y10 201.2 20'116,a-",rild 20181&HIG 0 1 tri v le ira t o r nes, C.7 0 F- r IIIIIIIIW 4111,�Iffffffff �E rn n,s�s k)�i,s L e v leIL a s le d o r�i,�P0 00 11I Illltlm.HN' 40( 0 00 11%Unh, uh), �116 111 2 0 12 Ba s le 1I II in le Ye a r %b 4111111, Mass Reductbrii 20( 0 00 2 0 161 Ba s le 1I f in le Ye a r Mass Reducflorii 201.2 201.4 201.6 2018 2020 2022 2024 2026 2028 2030 2032 2034 2036 2038 2040 20,42 2044 2046 20-48 2U.30 Ta rg(--�t Energy Policy Iniffiatives,Center 2020 Fligure 2.- Comparison of Three Target Options and BAU Emissions Projection NEXT STEPS With the adoption oft e City's most recent Climate Action Plan in late 2017,City staffare working to implement the 11 G reduction strategies. The most recent progress shows that 71% of actions included in the 2017 CAP were either completed or ongoing. Some of the implementation actions being taken are: • San Diego Community Power (SDCP) plans to start serving customers in early 2021, • Implementation of ordinance requiring energy efficiency retrofits in older existing homes,, • Adoption of a benchmarking ordinance for commercial buildings, • Continue the Chula Vista Climate Action Challenge, • Expansion of organics collection program. City of Chula Vista 6 of 7 2018 Community GHG Emissions Inventory 2021-03-02 Agenda Packet Pale 4,32 of 484 SAN1A 'i is expecting to provide the 2020 ReCAP Snapshot, which will be used to create the City's community GHG inventories, in?o??. SDG&E has notified staff that they will not be able to provide similar data in 2020 and staff are working with reg nal partners to evaluate the new utility data but at the time it is the only source available. Staff will continue to engage other reinal partners to advance regional climate planning such as San Diego Climate Collaborative and the Regional Climate Action planning ReCAP Framework, provided by SANDAG, that will guide future GG inventories and help ensure consistency across the region. Due to the impacts of Covid-19 on Chula Vista some emissions sectors, such as transportation, are expected to see unique decreases in the 2020 inventory while increases are expected in others such. as waste. National emissions are expected to be about 14% lower than 2019 but are also expected to return after governments can repeal Covid-1.9 related emergency orders. The extreme level of behavior change that was required to produce the reductions showcase the need for institutional changes that support but do not only rely on consumer behavior. For example,the recently adopted local existing home energy retrofit requirement or that states executive order setting a goal to ban the sale of new gasoline powered vehicles by 2035 try to allow the resident to do that activity they want, upgrade a home or travel in a new car, but in a cleaner way that will be the new minimum. standard. City of Chula Vista 7 of'7 2018 Community GHG Emissions Inventory 2021-03-02 Agenda Packet Pa c 433 of 484 '000 0WOF CHULAVISTA 2018 MUNICIPAL GREENHOUSE GAS EMISSIONS INVENTORY January 2021 SUMMARY The City of Chula Vista has committed to reducing greenhouse gas (GHG),or"carbon,"emissions from municipal operations, to lead by example, and demonstrate that businesses can reduce emissions while not sacrificing the quality of services they provide. As part of the City's climate action program, the Department of Economic Development's Conservation Section completes carbon emissions inventories to identify GHG sources and to help guide policy decisions. The 2018 Municipal GHG Emissions Inventory utilizes the ICLEI Local Government Operations Protocol and serves as the City's latest assessment of all past inventory efforts and its progress in reaching its municipal emissions reduction goals for City operations. The 201.8 GHG Emissions Inventory indicates that Chula Vista's municipal GHG levels have increased by 4.8% compared to the last 2016 inventory. GHG emissions from municipal sources (i.e. operations, facilities, and vehicle fleet) in 201.8 totaled 10,207 metric tons of carbon dioxide equivalents (MT CO2e). This also represents a reduction of 67%below the initial 1990 inventory. The two largest sources of emissions were from the energy consumption at facilities (41%) and emissions from the City's solid waste disposal (27%), METHODOLOGY Chula Vista has been at the forefront of climate action policies and programs designed to reduce greenhouse gas (GI-G) or "carbon" emissions. As a municipality, the City utilized the industry adopted GHG inventory methodologies and has independently reported its 2008,2009,2010,2012 and 2014 municipal emissions to the Climate Registry, North America's leading voluntary greenhouse gas reporting system, with the purpose of archiving the City's actions taken to reduce GHG emissions. Additionally, Chula Vista has participated in the United Nation's Framework Convention on Climate Change, the Conference of Mayor's Climate Protection Agreement, the United States Department of Energy's Better Building program, and the steering committee for the California Statewide Energy Efficiency Collaborative (SEEC) ClearPath tool. For the 2016, and 2018 inventories,the City utilized only the SEEC -ClearPath tool provided by ICLEI to report the municipal inventory. The City has committed itself to reducing its carbon footprint through the past actions and will continue to do so with future decision making. The City's 2018 Municipal GHG Inventory was collected and calculated using the Local Government Operations Protocol (L,GOP, Version 1.1)and the SEEC -ClearPath tool,which,were created by ICLEI with support from, California regulatory agencies to provide methodologies for local governments to better estimate their annual, greenhouse gas emissions from municipal- operations. These ICLEI protocols evaluate emissions from five primary parameters — building energy consumption, transportation, water (embedded energy), wastewater, and solid waste. These parameters are mainly based on"end use activities"and the emissions are expressed in terms 2018 Municipal Greenhouse Gas Emissions Inventory,January 2021 2021-03-02 Agenda Packet Page 4,34 of 484 !Vr ��V f/1 0 '000 CITYOF CHULAVISTA of carbon dioxide equivalents (CO2e), which allows greenhouse gases of different strengths, or global warming potentials, to be evaluated together. When possible, past emissions for 1990, 2005, 2012, 2014 and 2016 were recalculated using updated emissions factors or data in order to provide a more accurate comparison to the latest 2018 emission levels. :Due to a lack of available data, 1990 and 2005 inventories do not include emissions from the water sector. PARAMETER DATA ACTIVITY DATA EMISSION FACTOR PROVIDER •SDG&E-specific electricity emission coefficients (CO2). Because the most recent 3rd party verified emission factor i •Metered electricity&natural gas use from 2009, calculations were made by Energy SDG&E . Fuel shipment invoices EPIC (USD)to estimate the impacts of the • Energy consumption was categorized by increased power from renewable sources buildlings,outdoor lighting,and wastewater . EPICS CO,2 emission factor provides a Cote output that includes CH4&N20 o Default natural gas emission coefficients Public Fuel consumption totalis include transit -, Default fuel(Co /CH4/N20 Iper gallon) rainsportation works Dept. and equipment use pemission coefficients Republic 'Solid waste disposal data includes trash . Default fugiitive methane(CH )emission Solid waste ,Services hauled by Republic Services and by City estimates (based on ICI.-EII"s ClearPath) staff Energy used to pump wastewater to • Modified:SDG&E emission factor(same Wastewater D+DP wwTPs as used in energy sector) CJtay& California Energy Commission report Water Sweetwater *Amount of water used by government detailing embedded kWh per gallon of water (aim boded Authority water 'operations . Modified SDG E emission factor(same energy) as used in energy sector) districts Recreation , • Default fugiitive carbon dioxide(CO2) Other IDe t. IN canisters shipment invoices p emissions,coefficients Table .: Data sources and emission factors used for community and municipal emissions analyses. City stuff collected "activity data" from several municipal and external data providers including multiple Chula Vista Departments, SDG&E, Otay and Sweetwater Authority water Districts, and Republic Services (Table 1). Staff was able to separate potable water emissions from recycled water emissions and utilized energy factors from the California. Energy Commission to quantify the different amounts of energy embedded in each.. In most cases, the data providers were able to offer aggregated ated energy factors which required for the calculations for calendar year 201 however, if these predetermined datasets was unavailable for minor sources, the most recent data available was used as a proxy. Staff included utility specific electricity coefficients for CO2 2018 Municipal Greenhouse Gas Emissions Inventory,January 2021 2021-03-02 Agenda Packet t' e 435 of 484 ��M f/I 0 '000 CITY{)F CHULAVISTA emissions in the energy analyses and default emissions coefficients and related assumptions were generally used for transportation and waste analyses. SDG&E's emission factor has not been third- party verified and reported since 2009, but the utility has significantly increased its percentage of renewable electricity to over 45% over the past few years. RESULTS Chula Vista's 2018 municipal GHG emissions were 10,270 metric tons of carbon dioxide equivalents (MT CO2e). This represents a 4.8%increase in total emissions since 2016 (9,740 MT CO2e) and a 67% decrease when compared to the initial 1990 inventory (Table 2). The majority of emissions came from the building energy use (41%). Following the building energy use, the next highest emission sectors were solid-waste (27%) and vehicle fleet (17%). The energy associated with potable and recycled water usage accounted for about 8% of the total emissions. External energy use (traffic signals and streetlights) followed by 6% and emissions from wastewater pumping, making up less than 1%. Compared to 1990, total municipal operation emission levels were 67% lower, however about 5% higher than 2016 emissions. (Table 2). CO,2,e By Category ................. ....... ....... 1111111 Water Was#ewat+er Tres#ment Farilitie�s 4W Process & Fugitive: Emissivns s �rtr�et Ligihts�� Traf�ie Sig�n�ls �> Transit Fleet Weh�ielle IFleert � �614d Waste Fadlities Buildiinigs & Facilities 2018 Municipal Greenhouse Gas Emissions Inventory,January 2021 2021-03-02 Agenda Packet Page 436 of 484 !Vr ��V f/I 0 '000 CHULAVISTA Table 2: MIUNICIPAL ANIALYSIS 11999, 2016 and 201 Annual Consumption(Metric Units) Annual Greenhouse . Tons CO2e) %Change %Ch ngie %Change % hange 1990 2016 2018 (2018 vs. (2018 vs. 1990 2016 2018 (2018 vs. (2018 vs. 1990) 2016) 1990) 2016) Employees 866 936 -11010.0% -1100.0% Per(Employee 35.9 10.4 -100:0% Vehicle or Equivalent)Fuel Use (Gallons®r 478,344 367,365 204,417 -5,7.,8% 44.4% Vehicle Fleet 4,665 3,1176 1,761 -62.2% -4 .6�� Buildings 35,527 42,680 55,609 56.,54/a 30,30/6 Buildings 3,728 2,734 4,234 13A% 64.90/6 External 147,100 15,415 15,388 -89.5% -0.2 External LightsLights 20,260 1,0777 605 -97.60% - 3.'80/ Energy Use Energy (MMBtu) Use Sewage 7,122 202 242 _96W6% 19.9% Sewage 981 14 16 -984% 14:6 Total 189,749 58,297 71,239 �2;5% X22% Total 24,969 3,825 4,855 -60. %, 26.9%, Solid Waste(Torts) 5,400 7,081 7,143 32.3% 6w9% Solid Waste 1,471 2,055 2,797 96.1% 36.1% Potable Water(million 200 253 26.3%gallons PPatable/Recyclled Water(ermbeded NA 684 795 NA, 16.2% Recycled Water(million NA 233 294 NIA, 26.1% energy) gallons) Total GHG EmissijTo 31,095 9,740 110,207 -6,7 2° 4.8,0/o All GHG emissions are reported in CO2 Equivalent(CO2e) 20%GHG Reduction Reductions Neede Reach Goal -Goal Obtained Table 2: IUiIunilcip,al Analysis-19901 20116 andl 20118 The energy use for external ht no t sues to be the City's largest decreasing emissions sector along with the vehicle feet, which has decreased by 45% and 44% since 2016 respectively. Contrary to the past years, emissions from building energy use, sewage, and solid waste sectors have increased. Additionally, the City's water usage and emissions from the embedded energy associated with that water have increased. 2018 Municipal Greenhouse Gas Emissions (Inventory,January 2021 2021-03-02 Agenda Packet t' e 437 of 484 ��V f/1 0 '000 CITY{)F CHULAVISTA Municipal GHG Emissions 1990, 2005, 2012, 2014 211d 2016 •Potable/Recycled Water (embeded energy) 35,000 ■Solid Waste 30,000 25,000 i�Sewage 20,000 Metric Tons 151000 a External Lights 10,000 ■Buildings 5,000 ■Vehicle Fleet 1990 2005 2012 2014 2016 2018 Inventory Year The City reached its original GHG emission reduction goal for municipal operations in 2005 and has now surpassed the primary goal by 59%. PRIMARY SECTORS Building Energy Consumption Building Energy Emissions from building energy use have 6,000 increased 13% since 1990 and 55% since 2016. 41000 The City started anew project to install z,000 additional solar panels in June 2018. During _ construction, the existing solar panels were 1990 2016 zois disconnected to merge new systems with the existing systems. This increase is the result of the lost solar power generation which helps to offset building energy loads. However, the City will increase total amount of PV installed on municipal facilities close to 5 megawatts (MW)once it's complete, so future inventories should reflect a reduction in energy use. 2018 Municipal Greenhouse Gas Emissions Inventory,January 2021 2021-03-02 Agenda Packet Page 438 of 484 !Vr ��V f/I 0 '000 CHULAVISTA External Lh!is External Lights Emissions from external lights, which consist of traffic signals and streetlights, have decreased 01000 97°x® since 1 and.44% since 2016. oOO Emissions from external lights have been 10, 000 continuously decreasing as a result of traffic signals and streetlights being retrofitted with 1990 2016 2018 energy-efficient LED technologies. Additionally,the City Council adapted Traffic Signal Communications Master.Flan in 2017 which includes smart grid streetlight system implementation. Vehicle Fleet Vehicle Fleet Emissions from vehicle fleet have decreased 62% since 1990 and.45% since 2016. 610 00 ............ ... 1000 As a result of the City's Clean Fleet Policy, which prioritizes alternative fuels and hybrid 2oOOO technologies when selecting new vehicles, the _ City has been converting its municipal fleet to 1990 2016 2018 operate on electricity, propane, compressed natural gas or biodiesel. Over 60 vehicle chargers installed for fleet operations at three City facilities, coming online in early 2018, and the first 15 vehicles were integrated into the fleet at the same time. And later in 2018, City Council noted to acquire an additional 34 new fleet vehicles over the next two years, including 14 all-electric and 20 plug-in hybrid electric models. Solid Waste Solid Emissions related to solid waste have increased % since 1990 and 36% since 2016. 31000 1 000 City facilities' waste production has been. , increasing over the years, and currer tly Office of 1,000 Sustainability is planning to create waste reduction plan to implement various strategies to 1990 2016 2018 decrease waste generation. Water and astew ter Transportation (Embedded Energy) 2015 Municipal Greenhouse Gas Emissions (Inventory,January 2021 2021-03-02.agenda Packet Page 439 of 484 ��V f/1 0 '000 CITY{)F CHULAVISTA Emissions associated with the water usage have increased 16% since 2016. Comparison to 1990 Water and Wastewater emissions is not available due to lack of past data. 20000 Emissions from wastewater transportation have 1,000 ■ I� increased 15% since 2016, however decreased - 98% since 1990. Over the years, there were 1990 2016 Zois changes regarding to how SDG&E classified ■Sewage sewer accounts, therefore the difference between ■Potable/Recycled Water(embeded energy) 2018 and 1990 emissions is greater. NEXT STEPS Chula Vista's municipal climate actions are guided by the City's Climate Action Plan and City Operations Sustainability Plan. The operations plan outlines goals and strategies for seven key sustainability areas with the objective of integrating innovative sustainable practices throughout the City's procedures and facilities. This outline includes actions related to energy, water, and transportation upgrades, such as an indoor LED lighting upgrade at multiple City facilities, upgrading the City's irrigation system with smart technologies,increasing the amount of PV panels installed on City facilities, as well as installing battery storage in multiple facilities. To build upon past experiences and ensure that City buildings are operated in a holistic and sustainable way, the City initiated the LEED Building Operations and Maintenance certification for existing buildings at the three facilities at the City Hall campus. By striving for this third-party certification, City staff improved City's current policies which governs building operations, and implemented where needed, a comprehensive set of policies that helped reduce emissions and provided numerous co- benefits including improved indoor air quality, promoting healthy commuting options, and ensuring comfortable and productive workspaces. The City has also adopted the Smart City Strategic Action Plan to create a connected, responsive, transparent, and innovative city. The result is a set of goals and corresponding initiatives that will help the City achieve some of its sustainability goals and serve as a useful tool around which City leaders will organize their efforts over the next few years. Implementation of the Traffic Signal Communications Master Plan helps guide the City towards effective modernization of a comprehensive traffic signal communications network which will support cutting-edge transportation systems and serve as a guiding foundation for the City's deployment of Smart City technologies. Through implementation of the City Operations Sustainability Plan, the City strives to lead by example, thereby helping to ensure clean air, water, and land for the entire community. 2018 Municipal Greenhouse Gas Emissions Inventory,January 2021 2021-03-02 Agenda Packet Page 440 of 484 rr 2017 Chula Vista Climate Action Plan tui 20201 m em .r tat'iloUpdate CIWOF CHUIAVISTA Community G H G Emissions by Sector 2018 Greenhouse Gas Inventory 2005,2012,2014,2016&2018 1,600,000 0 5%total reduction since 2005 & 14%1 1,400,000 15%below 2005 by 2020 since 2012 peak (1,118,374 MTCo2e) 0 21% per capita reduction since 2005 & 1,200,000 Now ���������y��� 55%below 2005 by 2030 18% since 2012 1,000,000 (591,750 MTCo2e) • Energy Sector: 15% decrease State Goal: • Transportation: 3% increase 800,000 80%below 1990 by 2050 (263,000 MTCo2e) (13%, below 2012) 600,000 Waste Water • Solid waste: 11% increase 400,000 IIIIIIIIIIIIIIWater • Water: 381 decrease Solid Waste • Wastewater: 49% decrease 200,000 11 Electricity Natural Gas implementaUlon Status 0 111111111 Transportation 2005 2012 2014 2016 2018 Total Actions 92 —71% Complete or ongoing (see chart below for action status) Sector Highlights Waste Reduction—Zero Waste Plan development Energy— Existing home energy efficiency ordinance, sustalinable home toolkits at library, San Diego Community Power m Complete Transportation —Adoption of Active m Ongoing Transportation Plan, Bike Lanes on Broadway (7'.8 In Progress, new miles) G��ii hold Outreach—Chula Vista Climate Action Challenge launched, created Climate Equity Index ............... Nil 1111111 I. J III II o � /, J . ff fff � fffff ,�fffff 2021-03-02 Agenda Packet Pe 4,41 of 484 City Operat*�ions Sustainability Update CIW OF CHUIAVISTA 2018 Greenhouse Gas Inventory 0 7% reduction since 1990 & 5 increase since 2016 • Vehicle Fleet: 62% decrease since 199+ 4 '% degrease since 201 6) • Energy Use. 55"°i"� increase since 2016.. • Solid Waste: 6 since 2016. • 'Water 16% increase since 2016. i r � / t r I v G Reduce energy use 20 by 2020 39.7% 5 %Office Depot 1' of all office and custodial purchases ares , rl purchases 100% �/Y4V Yu e'44'IyVVuuuuuui aqui ,, / b "green y 2,020 custodial purchases / 75 recycling rate by 2020 pt ( �/,, f� ✓//ilii ���/// V Deflects the rate at Civic Center campus, Fire 67% o, Stations and Public works facilities Prevent all non-storm water discharges from City fa+cili�ties by June 15 p Comply with QIP"requirements and pass inspections with a score of 80 by 2020 0 City fleet transitioned to hybrid or alternative 4V 26% fuel technology 1 Increase the number of employees using sustainable commute options too by 220y,�,, a , *Calculation is based)on sampled data n X r so(' 2021-03-02.agenda Packet Page 4,42 of 484 I I I I I I I I i IIII II II II II II II II II II II II IIII„ Iw Iwr I I I I I I I I I I I I IIID I I I II„ J :: 1111111 I I I I I I I I IIl 1 I I I I I I I I I I I I 1 1 1 1 1 1 I 1 1 1 1 1 1 11, IIIIIIIIIIIIII . 1 1 1 1 1 1 1 1 1 1 1 1 1 I 11 111 111111,,, 11, 1 1, 1 1 u u SII u 1 � I 1 11 1 1 1 1 1 1 .... 111 1 1 I1 1111111 IIII,,. uuuu,,, m 1 I I II, uu 1 uu °°mu u u 1 a IIIIIIIII u I VIII a ISI IIII I I 1 I 1 I I I 1 II I I II II I ulll, all IIII u ao I I. V �I r it IUu11 f The ReCAP Snapshot is prepr�ed r the City as a part of the SANDAG Regiorial Climate Action I l&nlnir rare irk (Ilse to support, but not replace, cities' monitoring greenhouse s I emissions and/or climate action plan (CAID) implementation over tiIrne. Climate planning activities vary byjUrisdiction andIre dependent o variety of factors, S ch as funding andstaff capacity. As the second edi lion of &napshots (November 2 I, this document builds upon the baseline set by the first edition Sirr shots published in November to support montoringtrends, into the future. r information, including i a FAQ document Iand Methods and ata Sources Summary, is available at G E .III uuuuuuuuum uuuuuuuuuuu w. f� G wwwwwwlwwwo *This GHG invenitory is based on �st a1 arra ro data,which,includes 2016 TIT data for the on-roadIII transportation sector and2018 este for all other sectors.SeIe below for addffional d eta I. ��lllll�l�lll �lllllll� l �lllllll�� l�l�ll ll l� �l �lllllll� l ��lllllll <rl 1 "I1III 1; 268.910610 1 5 111325000 ri-Ircla th in 2018 'Total GHG ernissions ,1 estimated'for 2018 squarilex ON- r I L, IIIIIIIIIIIIIII ROAD T A SI TION 7%1751 I I „ w, EL..... " TSI ITS° occupiled housing its i lllll11l N:ATUIRAL GAS i luuiiUl'o//lir r Current CAP progriess: 11 SOLID WASTE Ad,iDjp!j,gd,,,,20117 WATER ii Subregion: South 13,11 OFF-ROACH TRANSPORTATION *Occup d Ihousinga I riot include group quarters. The 2018 GHG emissions inventory was prepared ar using the bes,t available The best available data, for vehicle Idles travel T 1 at .this trime continUesto be estimates for the year 1 basedn the Series 14 forecast and A[:3M2transportation modelI. This same t s t was used to prepare r the 2016 inventory Ir included in the first edition Sriapshots (published l li e in November s result, the VMT used in the 2018 GH1GIr lissi ups inventory isthe same s tl t in the 2016, GHG, emissions inventory Estimatedchanges in VIVITsince 2016 will be reflected in the forthcomingemissions s invent r . For the next ReCAP Snapshots, VMT estimates will be Is on the forecast and land use .us Hrl the2021 Regional Pl w GHIG emissions inventories ar tool for use in monIitoringI implementation., Together, emissions lelIre nt r nd activity da- reflect Irnpler-nentation progress. Until updated VIVIT estImates Ire available, performance ofII related _s res can monitoreedactivity data. Additional information about the S,ANDAG transportation model is included the , Iand further detail about CAP monitoringand rt i can be foundi -the 2021-03-02 Agenda Packet Pe 443 of 484 IIIIIIII� i L �I j These select activity data, represent ata for the year 2018 for common GHG reduction ctiv Ities included in local CAPs across the S,ANDAG ire ion and may not align precisely to GHG reduction measures r the metrics u e titie� within a � ui� i��t�ii a '�� I ii � t - ui e activities occur withina jurisdiction's boundaries; in I icipal activities occur at City-owned facilities. For more iii I ori ti& a-ta sources, -the Methods and Data Sources SUmmary is available at ­� F....... _) GY EFFICIENCY TRANSPO [..... CO[A 1I'"Ai Laws t,,, FY 11 I ID E )P1 IM IJ I,J 17"(­'W I ID E 1109 public electric 41 81 a 8117 SII r1 IIII i chargers, 000004;'11 vehicle tp l�: of electricity consumed 118,976clean 35 thernris vehicles registered r ' natural s consumed (9,Yo of total rregl'ster-ed vehl'cle_(�) 20,351 14'Wh electricity saved 146total miles i lanes through SDG&E programs 56,092passerigers C lu�ulu�ulu�uu�� and off transit r weekday9 I 81 r14 II ii, 411ocal businesses participating of electricity consumed in iCommute program0 2it pial it events natural gas consumed fd ulency projects clean1123electric vehicle, chargers resulted in first year reductilons, of- icles in fleet 92,334k:`Wh WATER + WASTEWATER RENEWABLE ENERGY C: IU',/l III�J 1 4 IT Y °W II IIID IE CO M I IsJ I T Y­�`�/', I D E HO5ME 94S;a I I lo n s % renewables in water used/person/day grid electricity supply �u IIII 58gailloris u IW ��� Uiiia �Vm I�.........r�st�ewat r prod arson/ [1/1 U�14 II C III IP'µ' 3 MINI 3800 11cV1V total �PV capacity SOLID CO 11A L'I P111111 I D E CARBON SEQ. UESTRATION 4.117 llbs was disposed [1/1 U�\J III C III IIIA i'n landfill/person/day 348trees planted ,56% wast,e diverted SANDAG an�.w GY 0 L MY x n t w IIAI w!VS C L N I FR Illi II grnawr.m•�gravAN.IWZ3xr,�wana�pe.<o�o,�w»r 202U@�-OCCAgtmdasPac-kkV18 ReCAPSnapshot Page 4,44 of 484 mm_,_ uliii,-_ ;_,,_ -'�° grim , �,, ;., � ii Ips' u Illlu IX pllllu VV III VIII uuuuuuuuuulU VUI W Q� m w»� UIQ � u � IUIII� u� iii QUI mm I�V uuwn provideslinks � n information. I a ' OF jurisdiction's cr r ICity, identifies,and I I within iCounty. IIIII� i ui epreseni ivity data arei i from activities included in local 2018. In m i li CAPs in, uego region. Whiler u u that activity activity clata may not align precisely is not included. Sources . t reduction r Transportatiom., SANDAG, DMV, MTS,, the metrics * li jurisdiction's I , they are I lu City/water consistentnsimilar among all agency jurisdictions. activity u ty are primariity-wide, I municipal n IIr California . included i Jurisdiction's Distributed t n Statistics,, City whereReCAP Snapshot, Ir I available. Community-wide clata represents uu within Ir a ri while represents activities facilities . Plan;CAP = Climate Action CEC CaliforniaL m ; DMV = DepartmentIr Vehicles; DOF Department of Finance; Ir r r n tr. Diego Association rnments; S,DG&E = Sian Diego Gas & Electric; - Diiego Metropolitan Transit SysteL , u r Californiar uDepartment l Resources, Recycling, i and Recovery; Regional Planning Framework availableThe best lis,time continues,to be estimates for the year 2016, based on the SANDAG Series forecastr prepare the 2016 Inventory includedi'n the firit r 2019). As a result, the VM�T used in the 2,018 GHG emissions, inventory is the same as that in the 2016 GHG emiss,ions inventory. More information the SANDAG, transportationavailable later in this FAQ. r Foir more infoirmation, please see the ethods and Data Sources Summary available at M`EPIC ............... II v,m Uwm hi rvi vwuu sVrUrem�urvu Ii lir li�cU Iuiu wn�FUb,iy Jmn ie� U� 2018 ReCAP Snapshot FAQ October 0201 2 2021-03-02 Agenda Packet Fags 446 of 484 :M1111 IN 14 �wmwwwml Emil \A/ U. E VIII UI www 1 w wu�Imwm..I wwwww � 11wwwu.I N 1,wwmw�wwwu.°I��� �wwwimiuwoll wwww�II�1111" A � wwwwww ��wwww wwwww IUIVim,w w��www�w w 1�wwwww w������wwwww10 PoVu UI UU Activity data were selected based on nstaff jurisclictions nII selection criteria be r «Iority of commIon GHG reduction activiIuded ;. demonstrateII « I actions; have data sources that are availabile, can be regularly updated, and havejuriscliction-level Ir III n « '\A/1--11Aa �wwwwwwww a umi �llw w w �.,.. uu°u I E G I wwwwwiG w IUUIIIIIIouo� � w wwu mmw a wwwwwu ol� wwww ww wlwwwlwlllw ulu w ww�wlw w w ��i il�ry iNININ, wwmwi um wl R'1Y Ic wwww wwuwwwu D VIIIw wwwww�b ��i v i wilINNIM111I)IM AK 7111NIN''A A��, N E A m I�wm...1l 1 www IM CAP is a long-range plan that utline�s specific activities a jurisdiction will take to reduce GHG emissions. This includes an analysis of community-wide G�HG er lissions and reduction target(s) t iredulce GHG er ission� s«. As of October 2 2, , 17 f the 19,jurisdictions in the region have ad , ted a CAP, and one additional city is currently developing its first. The GHG emissions ns inventory provided in the R�e�CIAP Snapshot's quantifies emissions, based on the methodologies described in and alilgns with best available transportation data. In comparing thlis 2018 GHG inventory to prioir inventories and/or reduction targets in a jurisdiction's CAP, it is important to consider how the current data alnd methods may differ from pricer analyses and identify, where direct comparison mIay not be possible. Furthermore, because the activity data are meant to beregionally consistent, the indicators may not align precisely to the GHG reduction measures and/oar the metrics identified in aln individual CAP. Each jurisdiction will have uunli uue GHG reduction measures and may identify specific metrics for monitoring CAP implementation that are not included in their respective ReCAP Snal shot« The ReCAP Snapshot is I Ieanit to supplement, not replace, al uriisdictionIs implementation and Imonitoring Program VV �"uwu IIII w IIII uwwwI wwww� uw� E rv�mwwE 01118 G ��" �(1111111113 ��wmwmww �I � I uullwuw S 1uww I �iwl� E � wwwi�lWwww0 �wl ( �IwuuuwwwU �ww ��wwwwww IIID S 1 IN hullull wwl 1wwww I N1 C lwww. D E 2,0118 vi"r D A",r'A?. The 201 GHG emissions inveento�ry was prepared using the best available data for each emissions category. The best available data for VST at,thins time continules to be estimates for the year 201161 based on the SA DAG Series 14 forecast and ABM2 transportation model. Thissame VIVIT dataset was used to, prepare the 2016 inventory included in the first edition Snapshots (published November 2019). As a result, the VIVIT used in the 2018, GHG emissions inventory is the same als that in the 2016 GHG emissions inlventory. E IC I" II ............... II v,a Uwm hi rvi vwuu s�rUrem�urvu Ii lir li�cU Iuiu wn wFUb,iy Jmn iw� U� 2018 ReCAP Snapshot FAQ(October 0201 3 2021-03-02 Agenda Packet Page 447 of 484 :M1111 in Estimated changes 't'hIe forthcoming 2,020 GHG emissions inventory. For l l be based on the forIs,e used i l I« GHG emissions inventories are one tool for use in monitoring CAP implementation. Together, a G�HG « I Ir I r II estimates «I performancer meIasuIres can be monitored based on activity data. I? Wlmwmwmwmu� �°wmwu. w wi 1"qw m uwww wu.1 mwmw Ili. M&Eil w�� wu wawaw� M�u�wmwmmwmwmwm mwmwu mwmwmmwmwm��I www nlI wu wwwwww ullumi V, wwwimuwnVl W� w � « The SANDAG r r I .I an /1 I « - ,itreferred to as an "ABM," that si'mul�ates, individual and household transpoIriondecisions, ui it ui r r «Peolple travel outside their home for activities such as . work, school, shopping, healthcaIre, and recreation, i , where, when, and how th�is travel occurs. The �result is a forecastingli insight inIto potenItial futuIre transportationoutcomes of land use growth, VIII uwwwi N wwnwwnyuwwwuI\J "''' w"�U w wwmuwww uwww rIwwmnwwrylw,,.I, uuu uuj Ik �Iwwwwu1 Umwww��wwww uuuu� ��wmwmww 'u www mw. www�L wwoR Ax P �wmml W wwww w "1 \J I......... � ww ��wm �wmwmwa��mwmwmw III S mwmwm��www ��wwwwµ Iw ��w��"N4 . "��'I III�II IUIIhullIIVI�w SANDAG plans r complex mobilityDiegoI Ithe RegionalI, whichis typically updated every fouryears. In preparation of each RegionalPlan, SANDAG uses transportation and land use modelsto forecastIr people will live Iand how they will travel. I II with information eq�uI« « The ABM was developed to produce an Iaverage spring/fallin Ireglion. p over the course of a year has a greatp of variation from seasonal fluctuations, school sess,ion schedules, special r occurrences (wildfires, rain, etc.); therefore, the ABM should not be used to monitor observed trends in r iI . Rather, the ABM is a foreIcasting and alteIrna�tives ainalysisi insight future l rk investments, and travel policies. In addition its primaricatioIn in development of the Regionalgenerate vehicleestimates of i rgiven year, whIich are used to, inform other related analyses in the r I, ing Community , and clevelopment of Snapshots.Climate Action Pl�ans and the ReCAP '',/"""I E' IIC I" 1P ............... II v,w Uw«hi rvi vwuu s�rUrem�urvu Ii lir li�cU Iuiu wn�FUb,iy Jmn iw� U� 2018 ReCAP Snapshot FAQ October 0201 2021-03-02 Agenda Packet Fags 448 of 484 WHAT DATA IS INCLUDED I N THE SAN DAG TRANSPORTATION MODEL AND HOW OFTEN IS THIS DATA UPDATED? SANDAG continuously updates the ABM and releases a new version for use in development of the Regional Plan, which typically occurs every four years. The ABM is calibrated to the latest observed data, such as jurisdiction vehicle traffic counts and transit passenger counts. Other data included in updates to the ABM for new version releases include: • Transportation networks • Land use and demographics • Surveys of travel behavior • Forecasts of external variables • Changes to the components and computer code that make up the ABM WHAT ARE SOME OF THE KEY DIFFERENCES BETWEEN THE TWO MOST RECENT SANDAG TRANSPORTATION MODELS? As of November 2020, the current SANDAG transportation model is referred to as "ABM2," which was applied in development of the 2019 Federal Regional Transportation Plan'. The previous model is referred to as "ABM1," and was applied in the 2,015 Regional Planz. Differences between any of these models are directly related to changes in the data inputs described in the previous question. For example, the ABM is updated with the latest travel data (through surveys, travel costs, and network changes such as transit routes and roadway changes) and is then calibrated to observed data. One of the more significant differences between ABM1 and ABM2 has been attributed to changes in the land use and demographics forecast3 between the Series 13 forecast (with a base year of 2012) and the Series 14 forecast (with a base year of 2016). The Series 13 forecast was completed during the recovery period of the Great Recession. It has been widely discussed and acknowledged that the Series 13 forecast, which was peer reviewed by local and national experts prior to release, did not foresee the depth and severity of the recession recovery and was slightly optimistic in future year growth. 1 For more information about ABM2 as used in the 2019 Federal Regional Transportation Plan: z For more information about ABM1 as used in the 2015 Regional Plan: 3 Note:the forecast includes the base year as well as future years,out to 2050. E' IC I" 1P .......... ............... 2018 ReCAP Snapshot FAQ(October 2020) 5 2021-03-02 Agenda Packet Page 449 of 484 :M1111 differencesOther r r in changes to the data inputs, des,cribed in the previous, I, such as futurIer in r. I1� wmmilU A I J mwwuwry uwuwwwIuwmwuwwu. uoolI wwwl uw°uw�will w1W1°"mill I uwmwiwmwuitA mwmwwu w. www 11111 �wWilmw w 1`�) w (") � a wwwwwlu IiwwU w w www I... w www wwwww\A/ III�'I'� I\J 1 wmm iww aIllluww, www WIV. wwwwwwwu Il,uwwww it uw wu D uuwti uwW Owlu uuuuuuumu I UNwwanuuuuuuumu �uW Data can be accessed through the SAN ,ND,AG Transportation Forecast Information Center at This data does not inlcNu e Origin-Destination analysis. Pursuant to SANDAL Board Policy No. 012 4, S NDAG member algencie , non-member government ag encies and private organizations alnld individuals, may request specific services, including modeling, thlrough the IVIIIC'01111) Uw'"wIUU uw Iwwww. uwww1�1 wuwwI www um�u� I SNAPS! IIIII ��wwIIII ,���y"�Ydlr� VIII 0TI` SP ��I1�y��Iw wU w VIII. wwwww V I I-.1... mwwwwwuwwwww lwi Vllliwup DIY wlu!N�) uu wwww�l �www�mlwwwww R E!N�) www III�I',� I E w wIV W I (mwwwww��wmwmwm� 1 V I wmw DAI"'Ir''A B wwww D mwmwmuD'11"Ili i wwwwwwwwww uwwwwwwww uuSI wwwluwawwuw wwwi m Dti wwwmmu SANDAG plans to provide r . The first edition ReCAP Snapshots were published in November 2019;' the 2018 ReCAP Snapshots serve as the second I. As technology advances and data sources and methods evolve, content in these ReCAP Snapshots, may chIange, includingI r preparing the GIHG activityreported. As data becomes iadditional , i i rs become more refined , future ReCAP Snapshots may also address other topics that are currently not addressed, including emission trends oveIr tim�e, environmental justice, social equity consideratio,ns, and Iclimate adaptationI res,iliency. 4 S NDAG Board Policy No.012: E' ICr I" 1P WII 4 ra y J ............... 2018 ReCAP Snapshot FAQ October 0201 2021-03-02 Agenda Packet Fags 450 of 484 u Illlu IX pllllu VV III VIII ^mil uuuuuuuuuulU S w w Iwu. w u. w u. II C wS A w���� S mwmwmwmi °�°mil wuwwu. wwiiwwiwl w IIIIwmlmww uwmwulw N I I�J w Vlu�lww mwmwm VISwwlu A IIwwowl,A UImwmwmwm mwm w Imwm � wlvlw UI wwwwww (w"m1ftillo"Iwwwwwwwwwwww 1...III L.) III IN�11 mlwuw llu �NINIU I liNiNiNill ILII V VIIIwIII wl w G l SIIlllu,. D N ? SANDAG prepared ReCAP Snapshots for 15, of the 16 cities that are a part of the Roadmap Program. The City of Coronado has cystpned piart ci.paticelrel in the ReCAP effort until substantial progress hlas been made on their CHAP. S ND G has been providing e� ergy efficiency suppoIrt to local jurisdictions via l the Roadmap app P"rC gran since 2,010 alnd expanded services to include climate actin planning in 2016. In addition) to the 15 Roladmap, citie , the City of Chlula Vista partnered with SANDAG to prepare� al irnila�r ReICAP" Snapshot. More information nl ire the City of San Diego's CAP is available alt:. More information ati n cin the Counity of Saln Diego's CAP is available at: The CAP Snapshots are partially funded by California utility customers and administered by the San CC ieego Gas& El ctric underCompany the auspices the CaliforniaPublic Utilities Commission. II" 1P II II v,m Uwm hi rvi vwuu srUrem�urvu Ii lir licU wiu wn�FUb,iy.........JU� ............... 2018 ReCAP Snapshot FAQ(October 0201 7 2021-03-02 Agenda Packet t' e 451 of 484 Key 2018 Activity IData lin each Emissions Category* *unless indicated otherwise,all data are 2018 data Emissions Category 2018 Data Chula Vista Description Annual miles are converted from average weekday miles Iby multiple 347 weekday per year.Average weekday miles are derived from SANDAG Series 14 Forecast,AIBIM2 Vehicle miles traveled 1,612,143,717 transportation model,and allocated to the jurisdiction using (annual miles) the Oirigin-Destination method. The VIMT used in the 20,18 CMG emissions inventory is the same as that in the 2016 G1HG emissions inventory Average vehicle emission rate lBased on IEIMFAC2017 model,average vehicle emission rate i(g CO,e/miile) 406 based on the VMT distribution of vehicle classes iin the San Diego,(SANDAL)region. Cin-road transportation GING emissions 655,000 lEimission values are rounded. (MT CO2e) Electricity consumed including Electricity use includes the metered sales and transmission and losses 865,272 distribution losses,does not include electricity from behind- (MWh) the-meter supply(e.g.,belhind-the-meteir IPV)or use at Port of San Diego facilities within the City. lEach city may have a different giricl-o6ly electricity emission Electricity factor depending on the percentage of Direct Access Electricity emission factor-grid customers supplied Iby other electric service Providers through Only 566 SDG&E's grid. (Ilbs Co,e/MWh) The emission factor does not take into account the behind-the meter PV supply.IPV supply lis assumed to have no emissions. Electricity GING emissions 223,000 lEimission values are rounded. (MT CO2e) Natural gas consluirned Natural gas wise does not include the natuirM gas,use at Port of (million 345 therms) San Diego,facilities within the City. Natural gas GHG eimissions 188,000 Emission vallues are rounded. (MT CC,e) Solid waste disposed in landfills 209,700 Waste generated from Chula Vista and disposed at landfillls. (metric tons), lEimissions are based on a 7'5%Ilandfilll gas capture rate,100/6 oxidation rate and the mixed waste emission factor developed Sollid waste GHG emissions 52,000 based on City of Chula Vista's most recent waste (MT CO2e) characterization study(2015). lEmission values are rounded. Potable water in the city is defivered by Sweetwater Authority Potable water consumed and Otay Water Diistrict(Otay WD),The water supply sources (acre-feet) 24,336 in 2016 were imported treated and raw water from Sain Diego, County Water Authority,local Ibirackish groundwater and local groundwater from National City Welds. Recycled water consumed 3,779 Recycled water was supplied Iby Otay WD, (acre-feet) IFor jpotablle water,emissions are based on the upstreaim water sujpjplly and conveyance energy use,and water treatment and distriblution energy use of Sweetwater Authority and Otay WD. Water GING emissions12,000 IFor recycled water,emin ssios are based on the tertiary water (MT CC,e) treatment and distribution energy use of Otay WD's recycled water system. lEmission values are rounded. Wastewater produced 5,667 Wastewater flow from Chula Vista to City of San Diego Metro (million galn los) Sewerage System. Wastewater emission factor Wastewater process and anaerobic digestion emission factor (MT CO2e/imillhon gall0.46 ons) at Point Loma Wastewater Treatment IPllant. Wastewater GHG emissions (MT CO2e) 3,000 Emission vallues are rounded. 2021-03-02 Agenda Packet rage 4,52 of 484 Chula Vista-Selett Snapshot Activity Data Along wit hithe inventory,these activity data represent common GHIG reduction act ivjtie5 inc I Wed in local CA Ps across the SAN DAG regi on,and may not a I!gn pre(!sely with 6l I G reduct0n,measures an d/or the metrics identified in the city's CA P', Activity data below represent best aivai I a blle data(2016-2019),If multiple year data areavailable,they are shown here, See FA05 for more details, Emissions Category Snapshot Activity Data Chula Vista Source Dowin1load/Received Notes on Illata or Processing Ipata Date population and housing unit estimates are updated aninualily, Population(as of January 2018) 268,060 SAINDAG August 2020 version estimates may differ from Based on SANIDAG Demographic and SociiaecOnomi1c. Web IDownload previous or later versions'estimates, versa for the jurisdiction(August 19,2020 September 28,2020 population is them scum of household and group quarters n). population,CXculpied housing units are the units occupied by Occupied I lousifing Units(as of,lainuairy 2018) 79,751 householdpopulation,not includifing group quarters, /Data filtering Criteria; IFuel Type;ELEC Status;Availlable Access;Public Number of chargers are the number of nozzles or(plugs,one site imay have more thain one charger, 99 Al1 evel 2)Alternative(Fuels Data Center Web(/Download Number of pubfic electric vehicle chargers through 20,(8 10,(DC Fast)Alternative(Fueling Station 11 orator September 28,2020 The Alternative Fuels Data Center(AFDC),managed by lhttps://afdc,energy,gov/statiians/#/anally-ee National Renewable Energy laboratory(INREL),is an open data source platform,which allow users to add,remove,and update charging station information and location,with NRIE11 verification,The database is updated on an ongoing basis,As a result,the number of chargers may iincrease or decrease year overyear,11 lowever,A1FDC data are still the best available data at city level, Data provided by SDG&E to SANIDAG and IEIPIC Electric vehicle chargers installed through SDG&E power Your Community-wide (Charger installations completed priar to the end of Drive at workplaces(including municipal fleets)and multi Number of power Your Drive electric vehicle chargers through 2'.14 2018), Received family buildings(apartment and/or condo buddings).r1hese 2018 April 2,2019 chargers are not available for public use. r1he locations of the chargers are shown in Numbeir of chargers are the number of nuzzles torr Ipluags,one llittps://w'w+w'w+wn+.sdge.com/Ipyd.m ap site moray have more aiain one chairger. Number of clean vehicles(alternative fuei vehicles),through 18,976 Zero emission vetricles include battery electric,plug-in hybrid October 20�18 and fuel cell vehicles, Number of clean vehicles registered(alternative fuel vehicles)as percentage of total vehicles registered,through October 2018 9%Department of Motor Vehicles Statistics Alternative fuel vehicles are referred to as clean vehicles iiin Number aftlean vehicles per 10,000 capita,through October Fuel Type by City as of 1011120�18 Web Download this document,All but gasohine and diesel vehicles are 2018 708 November 15,2019 alternative fuei vehicles,including zero emission vehicles, Number ufzeiru emission vehicles(batteiryelLcttic,lplugiiin(hybrid lhttps://www,dmv,c.a,gov/portal/ijploads/2020/04/Mo 1,393 torVehicl elFuel Types City 10201&jpdf IDMV registered vehicle data,including total number of electric,fuel cell electric),through Octuber 2018 registered vehicle and number of ireg,istered vetricle by fuel Number of zeira emission vehicles as Iperceintage of total)vehicles 1% type,have not been consistent year over year,11 lowever, registered airough October 2018 IDMV data are still the best available data at city level, The chargers are accounted for under"inuimber of power Your IDriive electric vehicle chargers through 2018"iindicator Number of electric vehicle chargers stations at municipall sites 123(2018) Data(provided by Ci It y Received above, (2018 and 2019) 123(2'019) IMay 8,2020 Murricii1pal operations The chargers are available for municipal fleet and employee use at 3 locations, Number of clean vehicles in rnuinicipall fleet 41(2018) Data provided by City Received Clean vehicles include 13,plug-in hybrid electric vehicle,28 1(2018 and 2019) 68(2019) IMay 8,2020 battery electric vehicle,and 16 CNG vehicles, iMiles of bicycle facilities represent are data based on what 10(Class I Bicycle(path) were"un the ground".rhe mileages are based an are lengal rotall Miles of iBicycle(Lanes 78(Class 2()Bicycle Lane) of street centerline segment,which cain include bicycle (miles in 2018), 59(Class 3()Bicycle Route) facilities on either side of are street,or both sides.r1he 146(Total)), classification of bicycle facilities is based on the California Data provided by SANIDAG to IEIPIC Received Highway Design Manual and used by SAINDAG. July 03,2019 2%(Callss 1 Bicycle(path) iMiles of bicycle lanes as percentage of road miles are based Miles of Bicycle Eames as percentage of Road IMiles 16%(Class 2 Bicycle 11 ane) on are miles of bicycle facilities and miles of roads,excluding (%in 20,18) 11%(Class 3 Bicycle(Route), freeways,freeway to freeway cramps,freeway on/off ramps, 3QYa(Total)) private streets,alleys,military streets within bases,paper streets,and unpaved roads. Passengers on and off transit per weekday-IB,us 34,665(2018) passenger served Iby transit stops are represented by Community wide Viscall Year 20,18 and 2019) 36,759(20 19)Data provided by SANIDAG to IEIPIC Received boardings and alightings lien Chula Vista,and are identified (Data were provided by MTS and INCTD to SANID,AG) September 2,20201 with trainsit stop 1111)s,The data are for weekday only,not Passengers on and off transit per weekday-Talley 21,427(2018) including weekend data, Viscall Year 20,(8 and 2019) 21,221(2019)1 Number of locall businesses participating lin SANIDAG iiCammute 6(2016)Data provided by SANIDAG to IEIPIC Received program events 5(2017)SANIDAG Employer program,Active Employers as of Decernber 10,20,18 Includes all types of iCornrnute program activities, (2016,20,17 and 20,(8) 4(2018)December 7,20,18 Vainpool origin cities and business destination cities are used Number of SAINDAG vainpools to or from City 68(2016)Data provided by SANIDAG to IEIPIC Received to identify the origiiin and destinations of the vainpools, (2016,2017 and 20,18) 72(2017)SANIDAG Vanipool Program,Active Vainpools,as of November 21,2018 Nurnber of vanpools indicates the vainpools that were in 65 2018 November 16,20,18 operation and received a imonthlly subsidy frorn SANID,AG iiin that year, Community wide electricity consumed grid supply only 82"1,849(2016), (IV Wh in 2016.201'8) 818,302(2017) 814,878(2018) Community wide electricity consumed grid u spp,ly only 2,824,740(2016) (MMBItu in 2016.201'8) 2,792,161(2017) 2,780,480(2018) Aveiri,igeiresideritii,ilellectriiciityconsturned gficisupplyonly 4,892(2016) (kWh per home in 2016-2018), d,759(2017) 4,719(2018) Aveiri,igeiresideritii,ilellectriiciityconsturned gficisupplyonly 17(2016), (MMBItu per home in 2016 2018) 16(2017) Electricity use represents metered sales data only,does not 16(,2018) include transmission and distribution losses or behind-the- Community wide natural gas consurned 35(2016), roster supply(e.g.,behind-the-nester PV). (imililion therms in 2016-2018), 35(201"r") Received IKWh and therms are converted to MIM113tu using 99,976 35(1018)Da Lia p r ovi d ed by SDG&E to E PI C Community wide natural gas consurned 3,51L2,230(2016) July 2,2020 btu/therm and 3,412 btu/kWh conversion factors, (MMBItu in 2016 2018) 3,535,362(2017) 3,d53,568(2018) (Energy use Iprr bonne is calculated based an Community-wide 246(2016) residential energy use and the numc number of ocupied housing Averageresidential natural gas consurned (aierms per home in 2016.201'8) 249(2017) units, 239(2018) Community Average residential natural gas consurned 25(2016) wide (MMBItu per home in 2016..201'8) 25(201"7) 24(,2018) Communn ity wide energy(electricity+natural oum al gas)cnsed 6,355,970(2016) (IUl1 1 tu in 2016.201'8) 6,327,523(2017) 6,234,048(2018) Energy Average residential energy(electricity+inaturall gas)consumed dl(2016) Consumption (MMBItu per home in 2016 2018) dl(W17) And r�Avinax 2021-03-02 Agenda Packet rage 4,53 of 484 Community wide electricity savings through SDG&E programs 6,813(2016 ) (MIM,2016 2013) 18,458 2011 Energy savings from SDG&E energy efficiency progran 10,351(2018) pairtnculpants only."fhis includes all customer sectors in the Community 1620 electricity savings through twrough SDG&E programs 23,471(2016) , Chula, i Vista e.g.,residentnall,etmrnemcial, and industrial(if MIMIBtu,2016.2013 62,383(2011), an)llhe savings are cstrmates comparing the energyuse 63,433(2018) and whmaut the eincrgy efficiency projects. Community wide natural gas savings through SIOC&programs 995( 6) Received (terms,2016 2019) 153,708(201)Data provided by 5erpra tIEIvIC June 25,2019 A negative natural gas value means additional inaturall,gas is 204,991(2018),Energy used.Net energy savings means the net of ellectric'ity and Community wide natural gas savings throughSIOG&E programs 5,698(2016) natural gas savings. g (MIMIBtuu,2016.2013) 5,367(2017), 20,494(2018) KWh and therms are conveirted to IMIMIBtu using 33,316 Community wide net emergy savings through 506&E energy 17,773(2016) btu/therm.arid 3,412 btu/kWh conversion factors. efficiency prrogranns 4"1,616(2017) (MIMIBtuu,2016 2019) 48,945(2018)1. Municipal fac:illiities electricity consumed-grid-smrpply only 12,147(2016) (Electricity use represents metered salles data only,dines riot (MWWh,20,16 and 20,18) 15,979(2018) include transmission and distribution Fusses or behind the Municipal facilllities electricity consuurned..grid supply only 4,1,448(2016) rmefeir s (MMBtuu,2016 and 201'8) 54,523(2018) supply(e.g.,behind the meter PV or cry generation),. Municipal fac:illiities natural gas consumed 166,798(2016) 2016 and 20,18) .157 a IkWw±h arid therms are ccamverted tea IMIMIBtu using 33,.316 IMurnicipall (thernns, 50'.1.(.2018)' Received btu/therrm.and 3,412 btu/kWhcrnmversirarr factors.OperationsMunicipal facnllities natural gas consuurned 16,6/6(2016)Data(provided by City November 18„2020 (MIMIBtuu,2016 and 2018) 1'"_w,746(,2018) IEneirgy savings from SDG&E energy efficiency p'resgrann Municipal fac:illiities energy(electricity I natural gas)use 58,.1.24(2016) Participants aity,City allso undertook independent Lighting (MMBtu,20,16 and 20,18) 70,769(2018) retrofit projects. project iin Municipal fac:illiftiss energy saved through SDG&E progiranns Cine lighting retrofit pro (thernns,2016-2014) 2018,estimated savings 92334 kWh Callifforinia Energy Commission Percent of renewables in SDG&E electricity supply ( �43%(:(2016)Prower Content Label (For SVSG&IF bundled cuscustomer,,�ustosrcustomer,,oamly,Electricity providers for (2016-2018) 44%(2017)Ihttps://wows+v,ernergy,ca,gov/lprog,ramms-and- Web Download SEG&Ifs Direct Access custonners(have different irenewvalble 43%(2018)top ics/programs/power-source-discllasure/power- contents. c:ontsnt-labei Community- wide Systems in Chula Vista that aire'intercoinnected as of Renewable Oecermbeir 3.1 caf a given year(application approved date).are 44(2016), included for that yeah. EnergyCalifornia Orstributed CerruratutarrStatistics Community wide lirV calpac ity..allll systerms 53(1011) elb DownloadInterconnectionfWIEIM data Current as of 2020.402.23 (MWWs through 2016-2013) 64(2018) April 16,2020 MW is in direct cur rent(dc). 77(,2013} I"Ittp,s://www.calliiforniiidgstats.ca.gov/dowrilo,ads/frarmniadgstats.ca.gvv/dvwrrira,ads/ Oatalbase is updated quarterly.Statistics in this version may be different from previous or Dater versions. Muurnicipall Received New p'V installation commenced in 2018 at 11 12 facilliifies I OperationsOperationsp's7 systems at rmuunicipall facilities as of 2018 :3,800 Data(provided by City May 8,2020 with'a totalof 2,434 IkW capaclPty,.and is expected to be completed in 2019. Wastewater prod uuced Iger caprt,a 59(2016), Received IOata provided by City of Sari IUie,gaa through public records, ormrmmunity.wide 201 (gallllNot Avalillalble(2017). Data(provided by City cmrvs per capita per day IIlien 6'-2018) (May 8,2020 request. 5'8(,2018) (atlabole water consumed da per capita fat 2016 Ip p 70(`2a17) IBcatfr water districts service areas are Ilairger than Chula Vista„ g p Pat Ip y 6-2018) only the water delivered to Chula Vista was iincluded. 81(2018) Received Community wide Community wide recycled water consumednconsumedData(provided by City II'w9ay 8,2020 4 034(2016) riot water is only delivered by Crtay Water District and is (acre feet in 2016.201'$) 3,856 ( ) rant ppart of the(potable water use per capita data. 3,779(2018), CallReccycle Waste disposed in landfill per capita 3.7(2016)Jurisdiction Disposal and Alternative Darilly Cover(AIDC)Web Download Connnnumity wide per day(lpounds per person in ca16-ca18) 4,0(2017)Tons Iby IFac'illlity Sep 28,2020 Waste tonina,ge confirmed by City. IIi 43(2018)Ihttps://www2,ralrecycle,ca,gov/LG,Centrall/If]islposall(3e portling/Destiiination/IfOislposal IByFaci I ity Diversion rats its calculated based on City's per resident 65'%(2016) c iisposal rate tar Cal Pt'uac:yc e Web Doi disposal ()pounds per capita per day-PIP D),which Connnnuinityr-wide Corr nnuinity-wide waste diversion62%�('2'a77) irats JurisdictionIDiversnon/IfOislposal Rate Su.nmmmairy Sep 28,2020 is erluivallent to a 50%diversion rate,and the PIPD in a year, (%in 20,16-2018) 56%(:2018)haps;//www2,ralrecyrls,ca,gov/EaCentrall/If]iversiionp Chula Vista's 50%diversion rate is ern{uivallernt to S,i3lppa, irogirann/J urisdictiion Diversion lPoi IFach city has a different aliisposall rate target. Municipal operations Average a(2018) 1348 Data(provided by City Received N/A.annualnumberof new trees piainted by City I May 8,2020 2021-03-02 Agenda Packet rage 454 of 484 zmr, ..' l v r r C1TY' C,0UNC'1L A,GEN' DA S,TIA, "nEMENT l 1 CITY, OF CHUIAVISTA Parch 2,2021 File IIS: 2 -0418 ,TITS RESOLUTION of THE CITY COUNCIL OF THE CITE"of CHULA VISTA AMENDING"THE FISCAL'YEAR 20,201/21 CIP PROGRAM :BUDGET To ESTABLISH A NEW CAPITAL IMPROVEMENT PROJECT, "STORM WATER MANAGEMENT AND DRAINAGE FUNDING REPORT AND PUBLIC OUTREACH" (DRN0218)-, AND APPROPRIATING$100,000 FROM TETE GENERAL FUND RESERVES To D No218 (4/5 VOTE RE UIREDO ACTIONRECOMMENDED Council adopt the resolution. SUMMARY On June 18, 1991, the City Council passed ordinance No. 2463 establishing a Storm Drain Fee (Fee) and corresponding Storm Drain Revenue Fund (Fund) to finance the maintenance of the City's storm drain system (Municipal Separate Storm Sewer System (MS4)), and the planning costs associated with the compliance of the Regional Water Quality Control Board National Pollutant Discharge Elimination System (NPDES)i Permit (Permit),issued on July 16, 1990,in accordance with the federal Cleary Water.Act. The City does not receive Federal or State funding to comply with the Permit. The Permit is periodically revised and amended,and each Permit revision has resulted in additional program requirements resulting in additional City expenditures to meet compliance. The Fee :has not been updated or, changed since its establishment in 1991. Since that time, the cost of maintenance oft e City's MS4 has increased due to the aging infrastructure,and the increased programmatic costs for compliance with the Permit. The annual Cite expenditures far exceed the revenue collected from the Fee. The Fund balance was $671,198 for Fiscal Year 2020 which represents about 30% of the current Storm Water Management Program expenses. Previous fiscal gears also had similar deficits. This resolution would authorize staff to retain a consultant to prepare a Storm. Water Management and Drainage Funding, Report (Report) to address the current and projected funding shortfall. When retained, the Consultant would review current practices statewide, analyze viable options, and recommend revisions and implementation strategies for the Storrs Water Management Program... In addition to the Report, the Consultant would engage in public outreach to inform citizens of the importance of the storm drain system and the system's role in protecting our local waterways. 1 . 0 0 1 P Ii1 2021-03-02.agenda Packet Page 455 of 484 ENVIRONMENTAL REVIEW The proposed activity has been reviewed for compliance with the California Environmental Quality Act (CEQA) and it has been determined that the activity is not a"Project 1) as defined under Section 15378 of the state CEQA Guidelines because it will not result in a physical change in the environment;therefore,pursuant to Section 15060�(c)(3) of the State CEQA Guidelines,the activity is not subject to CEQA. Notwithstanding the foregoing, it has also been determined that the, activity qualifies for an Exemption pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines.Thus,no environmental review is required. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not Applicable. DISCUSSION Backeround On June 18,199 1,City Council passed,approved and adopted Ordinance No.2463 (Attachment 1)to establish the Storm Drain Revenue Fund("Fund")and the Storm Drain Fee("Fee's)by adding Chapter 3.2 1 (Attachment 2) and Chapter 14.16 (Attachment 3) to the Chula Vista Municipal Code,respectively. Currently, the Chula Vista Municipal Code Chapter 14.16 states that the owner or occupant of any parcel of real property that is connected to the City's wastewater system and to a water system maintained by the Sweetwater Authority, the Otay Municipal Water District, or the California American Water Company shall pay a Fee that will be collected in the Fund. Storm Drain Fee villin Structure The Fee is in the City Master Fee Schedule (.Attachment 4) and is collected with the sewer service billings. The Fee is computed as follows: Sin le-Family Multi-Family,Commercial, Industrial Monthly ................................. $0.70 $0.0HCF Maximum Per month .......... $500.00 The rates that were established in 199 1,were not indexed to inflation,and have not changed for almost three decades. Using the U.S. Bureau of Labor Statistics,prices in San Diego are roughly 1 0%higher now than in 1991. The monthly $0.70 that was assessed to Single-Family residences in 1991 would have been $,1.82 currently if an inflation index had been included in the original ordinance. The current ordinance does not include a fee for vacant land or lots that have only irrigation meters and no residential meters. Since these properties can potentially generate polluted runoff that enters the City's storm drain system and downstream waterways,degrading water quality and habitat for plants and animals, including them in the fee program should be considered. P 2 2021-03-02 Agenda Packet Page 4,56 of 484 Purpo,se oft a Storm Drain Fee In addition to establishing a Storm Drain Fee,, Chula Vista Municipal Code Chapter 14.16 required system users to pay for the services of cleaning storm drain inlets,underground drainage systems,lined and unlined storm drainage channels or ditches, and the planning costs associated with compliance with the conditions imposed upon the City by the "early permit" issued to the City by the Regional Water Quality Control Board (RwQC on July 16, 1990, to establish a local-level National Pollutant Discharge Elimination System (NPDES),all in accordance with the federal Clean Water Act. For the past 30 years and several NPDES Permit re-issuances, the City has had to comply with these regulations by developing and implementing a Storm Water Management Program (Pro r�a ). The current NPI)ES Permit is the San Diego RWQCB Order No. R9- 2013 -0001 as amended by R9-2,015-0001 and R9-2015-0100 NPDES No. CAS0109266 NPDE,S Permit and Waste Discharge Requirements for Discharges from the MS4s Draining the Watersheds Within the San Diego Region (Regional MS,4 Permit), which was issued in 2013. The City of Chula Vista is a Copermittee of this Regional M54 Permit, along with 17 Cities within San Diego Region, the County of San Diego, San Diego Regional Airport Authority, and San Diego Unified Port District. The Regional MS4 Permit expired in 2018, but has since been administratively extended. It is anticipated that a new Regional MS4 Permit will be re- issued in late 2021. In general,the San Diego RWQCB re-issues the M54 Permit every 5 years,which requires the City to update its numerous Program documents and Storm Water Ordinance (Chula Vista Municipal Code Chapter 14.20 - Attachment 5). With each update,there are additional cost implications for the City to make improvements to its Storm Water Management Program. Federal and state governments have not provided the Copermittees with NPDES-specific funding sources. The lack of additional NPDES compliance funding sources combined with three decades of no fee increases is not a sustainable model to maintain compliance. As mentioned above,the City has developed and implemented the Program to comp�ly with the Regional MS4 Permit. This City-wide Program details the activities and preventative measures designed to prevent and reduce pollution to local waterways within City boundaries. Some of the Regional MS4 Permit required activities that the City must complete annually include: storm drain inspections and maintenance which includes cleaning and removal of pollutants from inlets, outlets, catch basins, and treatment control Best Management Practices (BMPs); street sweeping; inspections of construction sites and commercial and industrial businesses within the City;enforcement of the City's Storm Water Ordinance;monitoring of storm drain outfalls; and watershed and regional collaboration. Along with these activities is extensive data management and annual reporting on a jurisdictional and watershed basis to,the San Diego RWQCB. In addition to compliance with the Regional MS4 Permit, the City must keep up with the long-term maintenance and adequate operation of the numerous drainage facilities within the City. As a part of asset management, staff keeps an inventory of these drainage facilities and prioritizes them based on need for replacement. On a continuous basis, project proposals are added to the City's capital improvement budget and project management database (CIPACE). Drainage projects,in conjunction with other types of projects, are ranked based on the evaluation of the proposed assets' probability of failure, system capacity, and level of service requirements. Additionally, proposed CIP projects are reviewed for consistency with the City's General Plan and Specific Plan and City policies to later seek for funding sources and include in the Capital Improvement Program. P 3 2021-03-02 Agenda Packet Page 4,57 of 484 Fee Revenue&Expenses During FY20, the Storm Drain Fund collected a total of$671,,198 accounting for approximately 30% of the $2.4 million required to implement the Storm Water Management Program leaving a $1.7 million deficit to cover for the costs to replace deficient infrastructure and maintain existing facilities. Over the, past 30 years, the deficit to the Program has primarily been covered by the General Fund causing ng service level impacts to city services. On occasion, when a nexus is identified and justified, some of the Program work elements may have been funded from: special assessment districts; development deposits and fees; wastewater fees; Transnet funds; solid waste fees; grants; and Measure P funds. These supplemental sources of funding are rare and do not have any annual guaranteed funding levels to ensure the City's compliance with the Regional MS4 Permit. Overcomffig Funding Shortfalls In order to develop a sustainable funding plan to address the aforementioned requirements, staff recommends soliciting consultant services for the development of a Storm Water Management and Drainage Funding Report to include the following: 0 Define the needs of the,City's Storm Water Management Program and the public drainage system; 0 Identify the expenses associated with the successful operation of the Storm Water Management Program; Determine funding and revenue sources; Re-evaluate the Storm Drain Fee; • Provide a multi-,year Financial Plan; and Make recommendations for a rate structure including an assessment of customer impact, if the Storm Drain Fee is adjusted. As part of'the consultant's scope, limited community outreach will be conducted to relay the needs and benefits of the Storm Water Management Program. Staff anticipates the consultant services work will take approximately 12 months to complete. City staff will then return to, City Council with the report's recommendations and proposals to implement modifications to the Program. Recommendations City staff recommends Council adopt the resolution to establish a new capital improvement project, "Storm Water Management and Drainage Funding Report" (DrN021 and to, appropriate $1001,000 from the General Fund reserves to Dr 0218. DECISION-MAKER C'ONFLIC"T Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the real property holdings of the City Council members do not create a disqualifying real property-related financial conflict of interest under the Political Reform Act(Cal.Govt Code§8,7100,et seq.). Staff is not independently aware and has not been informed by any City Council member, of any other fact that may constitute a basis for a decision-maker conflict of interest in this matter. P 4 2021-03-02 Agenda Packet Page 4,58 of 484 CURRENT-YEAR FISCAL IMPACT Approval to this resolution will result in the establishment of CIP DRN0218 and appropriate$100,000 from the General Fund Reserves to DRN0218. ONGOING FISCAL IMPACT There is no ongoing fiscal impact regarding this item. We do anticipate continued ongoing impacts to the General Fund related to increased compliance requirements with the MS4 Permit. AT rACI-IMEN rs Attachment 1: Ordinance 2463 Adding CVMC Chapters 3.21 and 14.16 to Establish a Storm Drain Fee, Attachment 2: CVMC Chapter 3.21 - Storm Drain Revenue Fund Attachment 3: CVMC Chapter 14.16-Storm Drain Fee Attachment 4: Excerpt of Master Fee Schedule for Storm Drain Fees Attachment 5: CVMC Chapter 14.20 -Storm Water Management and Discharge Control Staff Contact:Sandra Hernandez,Associate Engineer P : ge 5 2021-03-02 Agenda Packet Page 4,59 of 484 RESOLUTION No. RESOLUTION of THE CITY COUNCIL of TIME CITY of CHULA VISTA AMENDING THE FISCAL YEAR 2020/21 CIP PROGRAM BUDGET To ESTABLISH A NEW CAPITAL IMPROVEMENT PROJECT, "STO" �RM WATER MANAGEMENT AND DRAINAGE FUNDING REPORT AND PUBLIC OUTREACH" RN021 ) AND APPROPRIATING 10000 FROM THE GENERAL FUND RESERVES To D N021 WHEREAS, on June 18, 19911 the City Council adopted Ordinance No. 24+ establishing a Storm. Drain Fee and corresponding Storm Drain Revenue Fund to finance the maintenance of the City's storm drain system or Municipal Separate Storm Sewer System (MS4), and fund the program management and implementation costs associated with the compliance of the unfunded federal and state mandate of the Regional water Quality Control Board National Pollutant Discharge Elimination System NPDES Permit, issued on. July 16, 1990; and WHEREAS, the Storm Drain Fee has not been increased since 1991 but the cost of maintenance of the City's M4 has increased due to the aging infrastructure and the increased programmatic costs for compliance with the NPDES Permit, which noir far exceed the revenue collected from the Storm.Drain Fee; and. WHEREAS, City staff recommends establishing a new Capital Improvement Project and retaining a consultant to prepare a Storm water Management and Drainage Funding Report (Report) to analyze and provide recommendations regarding the current and projected funding shortfall between the costs to comply with NPDES Permit and the revenue collected from the Storm Drain Fee. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Nista that it amends the Fiscal Year 2020/21 CIP Program Budget to establish a New Capital Improvement Project: "Storm Water Management and Drainage Funding Report and Public Outreach (DRN0218), and appropriates $100,000 from the General Fund. Reserves to CIP DRN021 . Presented by Approved as to form b William S. Valle glen R. Googins Director of Engineering & Capital.Projects City Attorney 2021-03-02 Agenda Packet Page 460 of 484 ORDINANCE NO, 2463 AN ORDINANCE OF THE CITY OF CHULA VISTA ADDING CHAPTERS * 1 AND 14.16 To THE CHDLA VISTA MUNICIPAL CODE To ESTABLISH A STORM DRAIN FEE The City Council of the City of Chula vista does ordain as ..fol lows; SECTION I: That Chapter 3.21 is added to the Chula Vista Municipal Code to read: CHAPTER 3.21 STORM DRAIN REVENUE FUND. Sec. 3.21 .010 Establishment of Stora Drain Revenue Fund-Uses. A. There is established a fund to be designated as the "Storm Drain Revenue Fund". Do All revenues derived from the Storm Drain Fee set forth in Chapter 14.16 shal 1 be deposited into said fund. C. The fund shall be used solely for the following purposes unless the City Council appropriates such funds for another purpose by a four-fifth's vote: to pay for the services of cleaning storm drain inlets, underground drainage systems, lined and unl ined storm drainage channels or ditches, and planning casts associated with compliance with the conditions imposed upon the City by the "early permit" issued to the City by the Regional dater Quality Control Board on duly 16, 1990 to establish a local-level National pollutant Discharge Elimination System (NPDES), all in accordance with the federal Clean Water Act. SECTION I I: That Chapter 14.16 i s added to the Chula vista Municipal Code to read: CHAPTER 14.16 STORM DRAIN FEE, Sec. 1 4.1 6.C1 o Purpose, The purpose of this chapter is to establish a Storm Drain Fee applicable to all panels of real property within the City limits connected to the wastewater system, or the nater system of the otay Municipal Water District or the Sweetwater Authority. It is necessary to require system users to pay for the services of cleaning storm drain inlets, underground drainage systems, lined and unlined storm drainage channels or ditches, and planning costs associated with compliance with 2021-03-02 Agenda Packet Page 461 of 484 Ordinance No. 2463 Page the conditions imposed upon the city by the 'Pearly permit" issued to the City by the Regional dater Quality Control Board on July, 1 b* 1990, to establish a local-level National Pollutant Discharge Elimination System (NPDES),, all in accordance with the federal Clean Water Act, Sec. 14+16.0 o Storm Drain Fee Es tabl i s hed-Payment Required-Real Property Defined A* In addition to ether fees, assessments or charges provide' rovide'd by the city code or otherwise, the owner or occupant of any parcel of real property which parcel is connected to the wastewater system of the City and to a water system maintained by the Sweetwater Authority, the otay Municipal Dater District, or the California. American Water Company shall pay a storm drain fee as presently designated, or as may hereafter be amended, by resolution in the Master Fee Schedule, Whenever an increase is proposed in said .fee, a notice of the proposed increase shall be posted by the City Clerk for at least ten (10) days prior to city Council consideration Be For the purposes of this section, real property shall be deemed to be used for domestic purposes when such property is used sol ely for �. single-family residences, or the furnishing of lodging by the operations of hotels, auto courts, apartment houses, bungalow courts, housing units, rooming houses, motels, trailer pans, or the rental of property for lodging) purposes. Ce All storm drain fee imposed under this chapter shall be computed, collected, and subject to the same penalties and requirements as set forth in Sections 1 .14.110 and 13.14.1 bo relating to sewer service charges. All proceeds of the storm drain fee shall be deposited in the Storm Drain Revenue Fund. SECTION III: operative Date. The imposition of the new storm drain fee shall not be operative until July 18, 1991 . SECTION IV: Effective Date, This ordinance shall take ,effect, and be in full force on the thirtieth day from and after its adoption Presented by Approved as to by Jo.n P L i ppi tt I dF Bruce M. Boogaar Di pec for of Public Works City Attorney 2021-03-02 Agenda Packet Fags 462 of 484 Ordinance No. 2463 Page 3 PASSED,, APPROVED,, and ADOPTED by the City Council of the City of Chula Vista, California, this 18th day of June, 1 991 , by the following Vote AYES: Counc i 1 members: Malcolm, Moore, Nader, Ri redone NOES: Councilmembers* Norge ABSENT, Dounc i l members: None ABSTAIN. o unc i 1 members a None J -P'pp Tim Nader Mayor ATTEST: r f 1 Beverly P1. Au-t a eta Ci ty Clerk STATE OF CALIFORNIA COUNTY OF SAN DIEGO ss CITY OF CHULA VISTA I, Beverly A. Authel et, City Clerk of the City of Chula Vista, California, do hereby certify that the foregoing Ordinance No. 2463 had its first reading on June 11 , 1991 , and its second reading and adoption at a regular meeting of said City Council held on the 18th day of June, 1 991 . Executed this 18th day of June, 1991 , r r Beve-rly yT � 7 ty ClerK 2021- 02,Agenda Packet Ch. 3.21 Storm Drain Revenuie Fund I Chula Vista Municipal Code Page 1 of 1 Chapter x.21 STORM DRAIN REVENUE FUND Sections: 3.21.010 Establishment of storm drain revenue fund - Uses,. 3,21,010 Establishment ofs o rlm drain revenue fund - Uses, A. There 11 is established a fund to be designated as the storm drain revenue fund B. All revenues,derived from the storm drain fee set forth in Chapter 14.16 CVMC shall be deposited into said fund. C. The fund shall be used solely for the following purposes, unless the City Council appropriates such funds for another purpose by a fourth-fifths vote:to pay for the services of cleaning storm drain inlets, underground drainage systems, lined and unlined storm drainage channels or ditches, and pllanning costs associated with compliance with the conditions imposed upon the City Iby the"early permit"issued to the City by the Regional Water Quality Control Board on July 16, 1990, and to establish a local-level National Pollutant Discharge Elimination System (NPDES), all in accordance with the Federal Clean Water Act. (Ord. 2463 § 11 1991). The Chula Vista Municipal Code is current through Ordinance 34912,, passed July 28,,2020. Disclaimer:The City Clerk's Office has the official version of the Chula Vista Municipal Code. Users should contact the City Clerk's Office for ordinances, passed subsequent to the ordinance cited above. Note:This site does not support Internet Explorer.To view this site, Code Publishing Company recommends using one of the following browsers: Google Chrome, Firefox, or Safari. City Website:www.chulavistaca.golv Code Pub I i sb i n,g Com pany The Chula Vista Municipal Code is current through Ordinance 3492, passed July 28,2020. 2021-03-02 Agenda Packet Page 4,64 of 484 Ch. 14.16 Storm Drain Fee I Chuila Vista Municipal Code Page 1 of 2 Chapter 14,16 STORM DRAIN FEE Sections: 141.16.010 Purpose. 14.16.02,0 Storm drain fee established -1 Payment required 1- Real property defined. 14,16,010 Purpose, The purpose of this chapter is to establish a storm drain fee applicable to all parcels of real property within the City limits connected to the wastewater system, or the water system of the Otay Municipal Water District or the Sweetwater Authority. It i inecessary to require system users to pay for the services of cleaning storm drain inlets, underground drainage systems, Mined and unllined storm drainage channels or ditches, and planning costs associated with compliance with the conditions imposed upon the City by the Ilearly permit"issued to the City by the Regional Water duality Control Board on July 16,, 1990,to establish a local-level National Pollutant Discharge Elimination System (NPDES), all in accordance with the federal Clean Water Act. (Ord. 2463 § 211991). 14,16,020 Storm drain free established - Payment Ir - Real property defined. A. In addition to other fees, assessments or charges provided by the City code or otherwise,the owner or occupant of any parcel of real property,which parcel is connected to the wastewater system of the City and to a water system maintained by the Sweetwater Authority,the Oltay Municipal Water District, or the California American Water Company, shall pay the required storm drain fee(s). B. For the purposes of this section, real property shall be deemed to, be used for domestic purposes when such property is used solely for single-family residences, or the furnishing of lodging by the operations of hotels, auto courts, apartment houses, bungallow courts, housing units, rooming houses, motels,trailer pa�rks, or the rental of property for lodging purposes. C. All storm drain fees imposed under this chapter shall be computed, collected,and subject to the same penalties and requirements as set forth in CVMC 13.14.1101 and 13.14.150 relating to sewer service charges.All proceeds of the storm drain fee shall be deposited in the storm drain revenue fund. (Ord. 2506 § 11 1992; Ord. 2463 § 211991). The Chula Vista Municipal Code is current through Ordinance 3492, passed July 28,2020. 2021-03-02 Agenda Packet Page 4,65 of 484 Ch. 14.16 Storm Drain Fee I Chuila Vista Municipal Code Page 2 of 2 The Chula Vista Municipal Code is current through Ordinance 34912,, passed July 28,, 2020. Disclaimer:The City Clerk's Office has the official version of the Chula Vista Municipal Code. Users should contact the City Clerk's Office for ordinances passed subsequent to the ordinance cited above. Note: This site does not support Internet Expllorer.To view this site, Code, Publishing Company recommends using one of the following browsers: Google Chrome, Firefox, or Safari. City Weebsit,e:www.chulavistaca.gov Code Publishing-Company The Chula Vista Municipal Code is current through Ordinance 3492, passed July 28,2020. 2021-03-02 Agenda Packet Page 4,66 of 484 December 2013 MSTER FEE SCHEDULE N FEE, BULLETIN 121-2100 Page 4 of 4 STORM DRAINS 1. Storm Drain fees In addition to other fees, assessments, or charges providled by the City code or otherwise, the owner or occupant of any parcels of areal property which parcel is connected to the wastewater system of the City and to a wastewater system maintained by Sweetwater Authority, the Otay Municipal Water District, or the California-American Water Company, shall pay a storm drain fee as follows: Single family Mlonthlly.............................................................$0.70 Mlulti-Family,, Commercial, Industrial Mlonthlly....................................................$0.06/HCF M�aximuml, per month .......................................$500 City of Chula Vista wwwxhulavistaca-gov 619.,476.5380 2021-03-02 Agenda Packet Page 4,67 of 484 Ch. 14.20 Storm Water Managernent and Discharge Control 1Chula Vista Municipal Code Page 1 of 17' Chapter 14.20 STORM WATER MANAGEMENT AND DISCHARGE CONTROL, Sections: 141.20.010 Purpose and intent. 114.20.020 Scope. 14.2 .030 Definitions. 14.20.040 Administration. 141.20.100 Discharge of anon-storm water prohibited. 14.20.110 Exemptions to discharge prohibition. 14.20.12,0 Reduction of pollutants contacting or entering storm water required. 14.20.12,5 Additional fanning,, design,, construction, and post,-construction requirements for all land development and redevelopment projects. 14.20.130 Containment, cleanup, and notification of spills., 14.20.140 Watercourse protection. 14.20.1 50 Dievel�opment in or adjacent to watercourse restricted - Land development, building, or watercourse permit required. 14.20.160 Illegal connection prohibited. 14.20.1710 Proof of compliance required. 14.20.200 Inspection and sampling- General. 141.2 .210 Inspection procedures -Additional requirements. 114.20.220 Authority to sample and establish sampling devices. 14.20.2,30 Testing, monitoring or mitigation required -When. 14." .300 Concealment. 141.20.310 Administrative enforcement powers. 114.20.320 Administrative notice, hearing, and appeal procedures. 14.2 0.330 Judicial enforcement. 14.20.340 Violl�ations deemed a public nuisance. 141.2 .350 Remedies not,exclusive. 14.20.360 Civil plenal�t,ies to be deposited in the storm drain revenue fund. 14,20,010 Purpose and intent. The purpose of this chapter is to promote the health, safety, and general welfare of the citizens of the City of Chula Vista by: A. Prohibiting non-storm water discharges to the storm water conveyance system. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,68 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 2 of 17' B. Preventing discharges to the storm water conveyance system from spills, dumping or disposal of materials other then storm water. C. Redlucing pollutants in storm water discharges, including those pollutants taken up by storm water as it flows over,urban areas("urban runoff"),to the maximum extent practicable. D. Reducing pollutants in storm water discharges in order to achieve applicable water qluality objectives for surface waters in San Diego County. The intent of this chapter is to protect and enhance the water quality of our watercourses,water bodies,and wetlands in a manner pursuant to and consistent with the Clean Water Act(33 USCA Section 1251 et seq.)and its implementing regulations,the Porter-Cologne Water Quality Control Act(California Water Code Section 1301201 et seq.)and lits implementing regulations, and the San Diego, Regional Water Quality Control Board (NPDES Permit No. CAS 0109266)and any subsequent amendments thereto. (Ord. 3348 § 11 2015; Ord. 2854§ 11 2002; Ord. 2597 § 11, 1994). 14,920e020 Scope. This chapter shall be interpreted in accordance with the definitions set forth Iherein and the provisions of this chapter shall apply to the direct or indirect discharge of pollutants into the City's storm water conveyance system. Further,this chapter shall be interpreted in accordance with the requirements of the federal Clean Water Act and acts amendatory thereof or supplementary thereto; applicable implementing regulations; NPIDES Permit No. CAS 0109266, and any amendment, revision, or reissuance thereof; and the purposes and intent of this chapter. This chapter, among other things, provides for the prohibition of non-storm water discharges to the storm water conveyance system,the prohibition of illegal connections to the storm water conveyance system,the requirement that all persons reduce the volume and character of pollutants related to urban activity entering the storm water conveyance system to the maximum extent practicable,ancl the establishment of enforcement mechanisms for violation of this chapter, including civil and criminal fines and penalties. (Ord.3348,§ 1, 2015; Ord. 2854§ 21 2002; Ord. 2597§ 11, 1994). 14.20,030 Definitions. When used in this chapter,the following terms shall have the meanings ascribed to them in this section: A. "Basin plan"shall mean the"Water Quallity Control Plan for the San Diego Basin"adopted by the Regional Water Quality Control Board,, San Diego Region (September 19,94), and approved by the State Water Resources Control Board,together with subsequent amendments. B. "Best management practices(BMPs)"shall mean sch�edlules of activities, prohibitions of practices,general good housekeeping practices, pollution prevention and educational practices, maintenance procedures, and other management practices to prevent or reduce,to the maximum extent practicable,the discharge of pollutants The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,69 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 3 of 17' directly or indirectly to waters of the United States. BMPs also include treatment requirements, operating procedures, and practices to control plant site runoff, spillage or leaks, sludge or waste disposall, or dlraina�ge from raw materials storage. C. "Building permit"shall mean a permit issued by the Building Official pursuant to Chapter 15.06 CVIVIC. D. "California Ocean Plan"shall mean the"California Ocean Plan:Water Quality Control Plan for Ocean Waters of California"adopted by the State Water Resources Control Board in October 2012" and any subsequent amendments. E. "Clean Water Act"shall mean the federal Water Pollution Control Act enacted by Public Law 92-500, as amended by Public Laws,95-217, 95-5761 96-483, and 95-117(33 USCA Section 1251 et seq.), and any subsequent amendments. F. "County Health Officer"shall mean the Health Officer of the County of San Diego, Department of Public Health or designee. G. "Development"shall mean: 1. The placement or erection of any solid material or structure on land, in water, or under water; 2. The discharge or disposal of any dredged material or of any gaseous, liquid, solid, or thermal waste; 3. The grading, removing, dredging, mining, or extraction of any materials; 4. A change in the density or intensity of the use of land, including, but not limited to,a subdivision pursuant to the Subdivision Map Act(Government Code Section 66,410 et seq.)and any other division of land, except where the division of land is brought about in connection with the purchase of such land by a public agency for public recreational use; 5. A change in the intensity of the use of water,or of access thereto; 6. The construction, reconstruction, demolition, or alteration of the size of any structure, including any facility of any private, pub,lic, or imunicipal entity; and 7. The removal or harvesting of major vegetation other than for agricultural purposes. As used in this definition,""structure""includes, but is, not limited to,any building, road, p,ip,e,flume, conduit, siphon, aqueduct,telephone line, and electrical power transmission and distribution line. (Source: Government Code Section 6,59,27.) H. "Employee training program"shall mean a documented employee training program for all persons responsible for implementing a storm water pollution prevention plan.The employee training program shall include, but is not limited to,the following topics: 1. Laws, regulations,and local ordinances associated with storm water pollution prevention, and an overview of the potential impacts of polluted storm water on the receiving waters of the San Diego region; The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,70 of 484 Ch. 14.20 Storm Water Management and Discharge Control 1Chula Vista Municipal Code Page 4 of 17' 2. Proper handling of all materials and wastes to prevent spillage; 3,. Mitigation of spills including spill response, containment and cleanup procedures; 4. Visual monitoring of all effluent streams to ensure that no illegal discharges enter the storm water conveyance system; S. Discussion of the differences between the storm water conveyance system and the sanitary sewer system; 6. Identification of all on-site connections to the storm water conveyance system; 7. Preventive maintenance and good housekeeping procedures; 8. Material management practices employed by the facility to reduce or eliminate pollutant contact with storm water discharge. I. "Encllosed Bays and Estuaries Plan"shalll mean the"California Encllosedl Bays and Estuaries Plan:Water Quality Control Plan for Enclosed Bays and Estuaries of California,it adopted by the State Water Resources Control Board September 2008, and all su�bsequent amendments. J- '`Enforcement agency"shall mean the City of Chula Vista or its authorized agents charged with ensuring compliance with this chapter. K. "Enforcement official"shall mean the Director of Public Works or his or her designee. L. "Hazardous materials"shall mean any substance or mixture of substances which is toxic, corrosive, flla�mmablle, an irritant,a strong sensitizer, or generates pressure through decomposition, heat or other means, if such a substance or mixture of substances may cause substantial injury, serious illness or harm to humans, domestic livestock, or wildlife. M. "Illegal connection"shall mean any physical connection to the storm water conveyance system which has not been permitted Iby the City of Chula Vista or the San Diego Regional Water Quality Control Board, or which drains illegal discharges either directly or indirectly into the storm water conveyance system. N. "Illegal discharge"shall mean any discharge to the storm water conveyance system that is not composed entirely of storm water, or is expressly prohibited by federal, state, or local regulations, laws, codes, or ordinances, NPDES Permit No. CAS 0109266, or degrades the quality of ireceiving waters in violation of any plan water quality objective. Discharges of irrigation runoff to the storm water conveyance system are considered illegal discharges. 0. "Land development permit"shall mean a permit issued by the Director of Public Works pursuant to Chapter 15.014 CVM C. P. "Maximum extent practicable(MEP)"shall mean the technology-based standard established by Congress in Clean Water Act Section 402(p)(3)(B)(iii)that municipal dischargers,of storm water discharges must meet. MEP generally emphasizes pollution prevention and source control BMPs primarily in combination with treatment methods serving as a backup. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,71 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 5 of 17' Q. "National Pollutant Discharge Elimination System permit(MPDS permit)"shall mean a permit issued by the Regional Water Quality Control Board or the State Water Resources Control Board, pursuant to Chapter 5.5, Division 7 of the California Water Code,to control discharges from point sources to waters of the United States, including, but not limited to: 1. California Regional Water Quality Control Board, San Diego Region (NPDES No. CAS 0109266), NPS E5 municipal permit-Waste discharge requirements for discharges from the municipal separate storm sewer systems(MS4s)draining the watersheds within the San Diego iregion; 2. NPIDES general permit for storm water discharges associated with industrial activities; 3. NPIDES general permit for storm water discharges associated with construction activity; 4. California Regional Water Quality Control Board, San Diego Region,general permit for discharges of groundwater extraction waste to San Diego Bay tributaries thereto, under tidal influence, and storm drains or other conveyance systems tributary thereto; S. California Regional Water Quality Control Board, San Diego region,general permit for discharges of groundwater extraction waste to water bodies except for San Diego Bay; and 6. NPDES general permit for discharges from utility vaults and underground structures to surface waters. R. "Non-storm water discharge"shall mean any discharges to or from the storm water conveyance system that are not entirely composed of storm water, including illegal discharges and discharges allowed under an NPDES permit(also see definition of"storm water"). S. "Parking lot"shall mean an open area, other than a street or other public way, used for the parking of motorized vehicles,whether for a fee or free,to accommodate clients or customers, or to accommodate residents of multifamily dwellings (i.e., apartments, condominiums,townhome,s, mobilehomes, dormitories,group quarters, etc.). T. "Person"shall mean any individual, organization, business trust, company, partnership, entity,firm, association, corporation, or public agency, including the state of California and the United States of America. U. "Plan water quality objectivell shall mean any or all applicable requirements,of the, basin plan,the Enclosed Bays and Estuaries Plan and the California ocean plan. V. "Pollutant"shall mean any agent introduced to the storm water conveyance system that may cause or contribute to the degradation of water quality such that a condition of pollution or contamination is created or aggravated. As used in this definition,11pollutionyl means,as defined in the Porter-Cologne Water Quality Control Act: the alteration of the quallity of the waters of the State by waste,to a degree which unreasonably affects either of the following: 1)The waters for beneficial uses; or 2) Facilities that serve these beneficial uses. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,72 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 6 of 17' Pollution may include contamination. As used in this definition, 1"contamination""means, as defined in the Porter-Cologne Water Quality Control Act: an impairment of the quality of waters of the State by waste to a degree which creates a hazard to the public health through poisoning or through the spread of disease."Contamination"includes,any equivalent effect resulting from the disposal of waste whether or,not waters of the State are affected. W. "Premises"shall mean any building, lot, parcel, real estate, land, or portion of land,whether improved or unimproved. X. "Receiving waters"shall mean waters of the United States,as defined under the Clean Water Act. Receiving waters include surface bodies of water that serve as discharge points for the storm water conveyance system, such as creeks, rivers, reservoirs, lakes, lagoons, estuaries, harbors, bays, and the Pacific Ocean. Y. "Significant quantities"shall mean the volume, concentrations, or mass of a pollutant in a discharge that can cause or threaten to cause pollution, contamination, or nuisance; or adversely impact human health or the environment; or cause or contribute,to a violation of any water quality standards applicable to the receiving water. Z. "Storm water"shall mean storm water runoff, snow melt runoff, and surface, runoff and drainage resulting from precipitation events. For the purposes of this chapter, storm water runoff and drainage from areas that are in a natural state, have not been significantly disturbed or altered, either directly or indirectly, as a result of human activity, and the character and type of pollutants naturally appearing in the runoff that have not Ibeen significantly altered, either directly or indirectly,as a result of human activity, shall be considered llunpollutedff and shall satisfy the definition of"storm water"in this chapter. AA. "Storm water conveyance system"shall mean a"municipal separate storm sewer system"or"MS4,"which is a conveyance or system of conveyances(including roads or drainage systems, municipal streets, catch basins, curbs, gutters, ditches, manmade channels, or storm drains):(1)owned or operated by the,City; and (2)designated or used for collecting or conveying storm water. BB. "Storm water pollution prevention plan"shall mean a document which describes the on-site program activities to utilize BMIPs to eliminate or reduce pollutant discharges to the storm water conveyance,system to the maximum extent practicable. A storm water pollution prevention plan prepared and implemented pursuant to any NPDES permit shall meet the definition of a"storm water pollution prevention plan"for the purposes of this chapter. CC. "Watercourse"shall mean any natural or artificial stream, river, creek, ditch, channel, canal, conduit, culvert, drain,waterway,gully, ravine,arroyo or wash in which waters flow in a definite direction or course, either continuously or intermittently, and which has a definite channel and a bed or banks.A"channel"is not limited to land covered by minimal or ordinary flow but also includes land covered during times of high water."Watercourse" does, not include any surface drainage prior to its,collection in a stream, river, creek, ditch, channel, canal, conduit, culvert, drain,waterway,gully, ravine, arroyo or wash. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,73 of 484 Ch. 14.20 Storm Water Managernent and Discharge Control 1Chula Vista Municipal Code Page 7 of 17' DID. "Watercourse permit"shall mean a permit issued by the Director of Public Works pursuant to Chapter 14.08 CVIVIC. EE. "Wetlands"shall mean areas that are inundated or saturated by surface or ground waters at a frequency and duration sufficient to support, and that under normal circumstances do support, a prevalence of vegetation typically adapted for life in saturated soil conditions."Wetlands"generally includes swamps, marshes, bogs, and similar areas. (Ord.3348,§ 1, 2015; Ord. 3245, 2012; Ord. 2854§ 3,2002; Ord. 2790, 1999; Ord. 2597§ 11, 1994). 14,10,b,40 Administration. The enforcement official shall administer, implement, and enforce the provisions of this chapter.Any powers granted to, or duties imposed upon,the enforcement officlial may be delegated by the enforcement official to persons in the employ of the City, or pursuant to contract. When deemed necessary by the enforcement official,the enforcement official shall prepare and present to the City Council for approval regulations,and programs consistent with the general policies established herein by the City Council.The enforcement official shall enforce Council-approved regulations necessary to the administration of this chapter,and may recommend that the Council amend such regulations and programs from time to time, as conditions require. (Ordl. 3348§ 11 2015; Ord. 2854§4, 20102; Ordl. 2597'§ 11, 1994). 1MolOO Discharge of tion-storm water prohibited, A. It is unlawful for any person to discharge non-storm water into the storm water conveyance system, except as provided in CVIVIC 14,201.11 0. B. It is unlawful for any person to cause either individually or jointly any discharge into or from the storm water conveyance system that results in or contributes to a violation of any INPDIES permit. Liability for any damage,abatement costs, or fines against the permit holder caused by such discharge shall be the responsibility of the person(s),causing or responsible for the discharge. (Ord. 3348§ 1,2015; Ord. 2854§ 5, 2002; Ord. 2.597 § 11, 11994). 14.20,s1 10 Exemptions to discharge prohibition. The following discharges are exempt from the prohibition set forth in CVIVIC 14.201.100; provided,that they do not: (1)cause or significantly contribute to violations of the water quality standards set forth in any plan water quality objective,(2)convey significant quantities of pollutants to receiving waters, or(3),cause a danger to public health and safety: A. Any discharge or connection to the storm water conveyance system that is iregulated under an NPDES permit issued to the discharger and administered by the,state of California pursuant to Chapter 5.5, Division 7 of the The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,74 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 8 of 17' California water Code is allowed; provided,that the discharger is in compliance with all requirements of the NPDE,S permit and other appllicable laws and regulations. B. Non-storm water discharges to the storm water conveyance system from the,folllowing categories are,allowed if the discharger obtains coverage under NPIDES Permit No. CAG9190011, NPIDES Permit No. CA 919002,or any successor permits for discharges of groundwater. Otherwise,they will be considered illegal discharges: 1. Discharges from uncontaminated pumped groundwater; 2. Discharges from foundation drains when the system is designed to be located at or below the groundwater table to actively or passively extract groundwater during any part of the year; 3. Discharges from crawl space pumps; and 4. Discharges from footing drains,when the system is designed to be located at or Ibelow the groundwater table to actively or passively extract groundwater during any part of the year. C. Non-storm water discharges to the storm water conveyance system from water line flushing and water main breaks are allowed if the dischargers have coverage under NPIDES Permit No. CAG679001 or any successor permits, and the discharger is in compliance with all requirements of that NPIDES permit and other applicable laws and regulations. Discharges to the storm water conveyance system from recycled or reclaimed water lines are allowed if the discharger has coverage under an NPIDES permit, and the discharger is in compliance with all requirements of that NPIDES permit and other applicable laws and regulations. Otherwise, discharges from water lines are illegal discharges. D. Non-storm water discharges to the storm water conveyance system from the following categories are allowed, unless the City identifies the discharge as a source of pollutants to receiving waters, in which case the discharge is considered an illegal discharge: 1. Discharges from diverted stream flows; 2. Discharges from rising groundwater; I Discharges from uncontaminated groundwater infiltration to the storm water conveyance system; 4. Discharges from springs; 5. Discharges from riparian habitats and wetlands; 6. Discharges from potable water sources, except that irrigation runoff discharges are considered illegal discharges and are prohibited; 7. Discharges from foundation drains when the system is designed to be located above the groundwater table at all times of the year,and the system is only expected to discharge non-storm water under unusual circumstances; and The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,75 of 484 Ch. 14.20 Storm Water Management and Discharge Control 1Chula Vista Municipal Code Page 9 of 17' 8. Discharges from footing drains when the system is designed to be located above the groundwater table at all times of the year,and the system is only expected to discharge non-storm water under unusual circumstances. E. Non-storm water discharges to the storm water conveyance system from the following categories are allowed if they are addressed with BMPs as set forth in the Jurisdictional Runoff Management Program: 1. Air conditioning condensation; 2. Individual residential vehicle washing, except that noncommercial car washes, such as fundraisers,and other similar activities, are prohibited; and 3. Water from swimming pools. Otherwise, said discharges are illegal discharges. F. Non-storm water discharges from firefighting activities are allowed if they are addressed as follows: 1. Nonernergency firefighting discharges, including building fire suppression system maintenance discharges such as sprinkler lline flushing, controlled or practice, blla�zes,training, and other maintenance activities, shall be addressed by BMPs as set forth in the jurisdictional Runoff Management Program to prevent the discharge of pollutants to the storm water conveyance system. 2. BMPs are encouraged to prevent pollutants from entering the storm water conveyance system during emergency firefighting discharges. During emergencies, priority of efforts should be directed toward life, property, and the environment(in descending order). BMPs shall not interfere with emergency response operations or impact public health and safety. G. Any discharge which the enforcement agency,the County Health Officer,the Regional Water Quality Control Board and/or the U.S. Environmental Protection Agency determines in writing is necessary for the protection of the public health and safety. (Ord.3348§ 11, 2,015; Ord. 3245, 2012; Ord. 3103 § 11 2008; Ord. 2854§ 61 2002;, Ordl. 2597§ 11, 1994). 14,20, 20 Reduction of pollutants contacting or entering storm water required. Any person engaged in activities,which may result in pollutants entering the storm water conveyance system shall, to the maximum extent practical, undertake all measures to reduce the risk of illegal discharges,.The following requirements shall apply, A. Best Management Practices Implementation. It is unlawful fo r any person n ot to comply with BMPs a n d po I I uti o n control requirements established by the City or other responsible agency to eliminate or reduce pollutants entering the City's storm water conveyance system. BPs shall be complied with throughout the life of the activity. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,76 of 484 Ch. 14.20 Storm Water Management and Discharge Control 1Chula Vista Municipal Code Page 10 of 17 B. Storm Water Pollution Prevention Plan. When the enforcement official determines that a business or business- related activity causes or may cause an illegal discharge to the storm water conveyance system,then the enforcement official may require the business to develop and implement a storm water pollution prevention plan (SWPPP). Businesses which may be required to prepare and implement a SWPPP include, but are not limited to, those which perform maintenance, storage, manufacturing,assembly, equipment operations,vehicle loading, and/or cleanup activities partially or wholly out of doors. C. Coordination with Hazardous Materials Response Plans and Inventory.Any activity subject to the hazardous materialls inventory and response program, pursuant to Chapter 6.95 of the California Health and Safety Code, shall include provisions for compliance with this chapter in its hazardous materials response plan, including prohibitions of unlawful non-,storm water discharges and illegal dlischarges, and provisions requiring the use,of BIVIPs to reduce the discharge of pollutants in storm water. D. Impervious Surfaces. Persons owning or operating a parking lot or an impervious surface(including, but not limited to, service station pavements or paved private streets and roads) used for automobile-related or similar purposes shall clean those surfaces as frequently and as thoroughly as is necessary, in accordance with BMPs,to prevent the discharge of pollutants to the City's storm water conveyance system. Sweepings or cleaning residue from parking lots or impervious surfaces shall not be swept or otherwise made or allowed to go into any storm water conveyance,gutter, or roadway, but must be disposed of in accordance with regional solid waste procedures and practices. E. Compliance with NPDES Permit or Storm Water Discharges. Each discharger subject to any NPDES permit for storm water discharges shall comply with all requirements of such permit. (Ord. 334,8§ 11 2015; Ord. 2854§71 2002; Ord.2597§ 11, 1994)1. 40 14.2 3.125 Additional planning, design, construction, and plost-construction requirements for a�ll land development and redevelopment projects. The City of Chula Vista Best Management Practices Design (Manual (BMP Design Manual) is a part of this chapter and is incorporated by reference as though set forth in full in this chapter. No land owner or development project proponent inthe City of Chula Vista shall receive any City permit or approval for land development activity or significant redevelopment activity unless the project meets or will meet the requ�irements of this chapter and the BMP Design Manual. (Ord. 3348 § 11 2015; Ord. 3103 § 2,2008). 14,20,130 Containment, cleanup, and notification of spills. It is, unlawful for any person owning or occupying any premises who has, knowledge of any release of significant quantities of materials, pollutants, or waste which may result in pollutants or non-storm water discha�rges entering the City's storm water conveyance system to not immediately take all reasonable action to contain, minimize, and clean up such release. Such person shall notify the City of Chula Vista of the occurrence and/or the,County of San The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,77 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control I Chula Vista Municipal Code Page 11 of 17 Diego Department of Health Services/Environmental Health Services Hazardous Materials Management Division, and any other appropriate agency of the occurrence as soon as possible, but no later than 24 hours from the time of the incident's occurrence. (Ord. 3348,§ 1, 2015; Ord. 2597 § 11, 1994). 14,20,1140 Watercourse rot,ection. In addition to the prohibitions relating to watercourses and the irequirements for watercourse permits set forth in Chapter 14.08 CVIVIC, it is unlawful for any person owning and/or occupying property through which a watercourse passes to fail or refuse to: A. Keep and maintain that part of the watercourse within the property free of trash, debris, and other obstacles which would polllu�te, contaminate, or significantly retard the flow of water through the watercourse. B. Maintain existing privately owned structures within or adjacentto a watercourse so that such structures will not become a hazard to the use,function, or physical integrity of the watercourse. C. Keep and maintain healthy bank vegetation in such a manner as to minimize the vulnerability of the watercourse to erosion. (Ord. 3348 § 11 2015; Ord. 2597 § 11, 1994). 14,20,150 Development in or adjacent to watercourse restricted - Land development, building, or watercourse permit required. No person shall carry out development within 30 feet of the centerline of any watercourse or within 20 feet of the edge of any watercourse,whichever is the greater distance from the top of the creek bank, unless a land development, building, or watercourse permit has first been obtained.The City officer issuing said permit is hereby granted the authority to establish controls on the volume and irate of storm water irunoff from such anew development as may be reasonable and appropriate to minimize,the discharge and transport of pollutants to the maximum extent practicable in the granting or conditioning the granting of such permit.(Ord. 3348§ 11 2015; Ord. 2597§ 11, 1994). 14,20.160 Illegal connection prohibited. It is unlawful for any person to,establish, use, or maintain any illegal connection to the storm water conveyance system, regardless of whether such connection was made under a permit or other authorization or whether permissible under the law or practices applicable or prevailling at the time of the connection, except as authorized i n CVM C 14.20.11 O(A). (0 rd. 3348 § 1,, 2015; ord.2854§ 8, 2002). The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 478 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 12 of 17 14,20,170 Proof of compliance required,, Proof of compliance with this chapter may be required in a form acceptable to the City prior to or as a condition of a subdivision imap, site plan, development improvement plan, building permit,grading permit,or any other permit or activity which may affect the storm water conveyance system and/or the waters entering it. Proof of compliance shall be furnished upon request of the enforcement official.(Ord. 3348§ 11 2015; Ord. 285,4§91 2002). 14,20,200 Inspection and sampling - General. A. After obtaining legal entry to any premises in accordance with CVMC 1.16.010 or by consent,the representative of the enforcement agency shall have the right to: 1. Carry out any inspection and sampling activities on the premises as may be necessary to enforce the provisions and requirements of this chapter. Upon request, split,samples,shall be given to the owner and/or occupant of the premises. 2. Inspect any vehicle on the premises reasonably suspected of causing, contributing to, or being used to transport an illegal discharge to the storm water conveyance system. 3. Conduct tests,, analyses and evaluations to determine if a discharge of storm water is an illegal discharge or to determine if the requirements of this chapter have been met. 4. Photograph any effluent stream, material or waste, material or waste container, container label,vehicle, waste treatment process,waste disposal site, or condition contributing to storm water pollution and constituting a violation of this chapter found during an inspection. 5. Inspect and copy pertinent records relating to the facility's operations, including inventories, chemical usage, materials,sources, hazardous materials manifests and disposal records,treatment and operations log books, and materialls invoices. 6. Review and obtain a copy of the storm water pollution prevention plan prepared by the owner and/or occupant or facility operator, if such a plan is required. 7. Require the owner and/or occupant or facility operator to retain evidence, as instructed by the inspector, for a period not to exceed 30 days. 8. Review and obtain copies of all storm water monitoring data compiled by the owner and/or occupant or facility operator, if such monitoring is required. 9. Review and obtain copies of all records related to handling of pollutants and hazardous materials. B. The enforcement official may conduct routine or area inspections,which shall be based upon such reasonable selection processes as may be deemed necessary to carry out the objectives of this chapter, including, but not limited to, random sampling or sampling in areas with evidence of storm water contamination, illegal discharges, discharge of non-storm water to the storm water conveyance system, or similar factors. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 479 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 13,of 117 C. All enforcement officials shall have adequate identification. Enforcement officials and other authorized personnel shell identify themselves when entering any property for inspection purposes or when inspecting the work of any contractor. (0 rd. 3348 § 1, 2015; ord. 2854§ 101 2002; 01 rd.2597 § 11, 1994). 14,20,210 Inspection procedures - Additional requirements. During the inspection,the enforcement official shall comply with all reasonable security, safety, and sanitation measures. In addition,the enforcement official shall comply with reasonable precautionary measures specified by the owner and/or occupant or facility operator. At the conclusion of the inspection,and prior to leaving the site,the enforcement official shall make every reasonable effort to review with the owner and/or occupant or the facility operator each of the violations noted by the enforcement official and any corrective actions that may be necessary.A report listing any violation found by the enforcement official during the inspection shall be kept on file by the enforcement agency.A copy of the report shall be provided to the owner and/or occupant or,facility operator, or left at the premises if no person is available. If corrective action is required,then the occupant,facility owner, and/or facility operator shall implement a plan of corrective action based uipon a written plan of correction, submitted to the enforcement agency,wh�ich states the corrective actions to be taken and the expected dates of completion. Failure to implement a plan of correction constitutes a violation of this chapter. (Ord. 3348 § 1, 2015; Ord. 2597 § 11 1 1994)1. 14.2 3.220 Authority to sample rid establish sampling devices. With the consent of the property owner or occupant or pursuant to an inspection warrant,the enforcement official is authorized to establish on any property that discharges directly or indirectly to the municipal storm water conveyance system such devices as are necessary to conduct samplling or metering operations. During all inspections as provided herein,the official may take samples of materials,wastes,and/or effluent as deemed necessary to aid in the pursuit of the liinquiry or in the recordation of the activities, on site.(Ord. 3348§ 11 2015; Ord. 2854§ 11, 2002; Ord. 2597 § 11, 1994). 14,10130 Testing, monitoring or mitigation requi/red - When. A. The enforcement official may require that any person engaged in any activity and/or owning or operating any facility which causes or may contribute to storm water pollution or contamination, illegal discharges,and/or discharge of non-storm water to the storm water conveyance system perform monitoring, including physical and chemical monitoring and/or analyses, and furnish reports,as the enforcement official may specify, if: 1. The person, or facility owner or operator,fails to eliminate illegal discharges within a specified time after receiving a written notice to do so by the enforcement official; or 2. The enforcement official has documented repeated violations of this chapter Iby the person or facility owner, or operator,which have caused or contributed to storm water pollution. The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,80 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 14 of 17 It is unlawful for such person or facility owner or operator to fail or refuse to undertake and provide the monitoring, analyses, and/or reports specified. Specific monitoring criteria shalll bear a relationship to the types of pollutants which may be generated by the person's activities or the facility's operations. If the enforcement agency has evidence that a pollutant is originating from a specific premises,then the enforcement agency may require monitoring for that pollutant regardless of whether said pollutant may be generated by routine activities or operations.The person or facility owner or operator shall be responsible for all costs of these activities, analyses, and reports. B. Any persons required to monitor, pursuant to su�bsection (A)of this section,shall implem�ent a storm water monitoring program including, but not limited to,the following: 1. Routine visual monitoring for&y weather flows; 2. Routine visual imonitoring for spills which may pollute storm water runoff; 3,. A monitoring log including monitoring date, potential pollution sources,, as noted in subsections(B)(11)and (B)(2)of this section,and a description of the mitigation measures taken to eliminate any potential pollution sources. C. If testing, monitoring or mitigation required pursuant to this chapter is deemed no longer inecessary by the enforcement official,then any or all of the requirements contained in subsections(A)and (B)of this section may be discontinued. D. A storm water monitoring program prepared and implemented pursuant to any NPIDES permit shall be deemed to meet the requirements of a monitoring program for the purposes of this,chapter.All monitoring data and analytical evaluation/assessment reports required by such a permit shall be submitted to the City at the same time the data and reports are submitted to the Regional Water Quality Control Board. (Ord. 3348§ 11 2015; Ord. 28,54§ 121 2002; Ord. 2597 § 11 1 1994). 14*20300 Concealment, Causing, permitting, aiding, abetting or concealing a violation of any provision of this chapter is unlawful and shall constitute a separate violation of this chapter. (Ord. 3348§ 11 2015; Ord. 2597 § 11, 1994). 14,20310Administrative enforcement powers. The enforcement agency and enforcement official can exercise any enforcement powers as provided in CVIVIC Title 1. In addition to the general enforcement powers provided in CVIVIC Title 1,the enforcement agency and enforcement official have the authority to utilize the following administrative remedies as may be necessary to enforce this chapter: The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,81 of 484 Ch. 14.20 Storm Water Management and Discharge Control 1Chula Vista Municipal Code Page 15 of 17 A. Cease and Desist Orders. When the enforcement official finds that an illegal discharge has or is likely to occur or an illegal connection is in place,the enforcement official may issue an order to cease and desist such discharge, practice, or operation likely to cause such discharge and direct that those persons not complying shall: 1. Comply with the applicable provisions and policies of this chapter; 2. Comply with a time schedule for compliance,which may consist of a duty to cease and desist immediately; and 3. Take appropriate remedial or preventive action to prevent the violation from recurring. B. Notice to Clean and Abate. Whenever the enforcement official finds any oil, earth, dirt,grass,weeds, dead trees, tin cans, rubbish, refuse,waste or any other material of any kind in or upon the sidewalk abutting or adjoining any parcel of land, or upon any parcel of land or grounds,which may result in an increase in pollutants entering the City's storm water conveyance system or a non-storm water discharge to the City's storm water conveyance system,the enforcement official may issue orders and give written inotice to remove same in any reasonable manner.The recipient of such notice shall undertake the activities as described in the notice. C. Storm Water Pollution Prevention Plan. The enforcement official shall have the,authority to establish elements of a storm water pollution prevention plan,and to require any owner or occupier of any premises to adopt and implement such a plan, pu�rsu�a�nt to CVMC 14.20.112o P), as may be reasonably necessary to fulfill the purposes,of this chapter. D. Empiloyee Training Program. The enforcement official shall have the authority to establish elements of an employee training program, as may be necessary to fulfill the purposes of this chapter,where such a program has been required as an element of a storm water pollution prevention plan. E. Best Management Practices. The enforcement official may establish the requirements of BIVIPs for any premises pursuant to CVM C 114,20.11 2,0(A). F. Civil Penalties. INotwithstanding any other provisions of the Municipal Code, a person who violates any of the provisions of this chapter or who fails to implement a storm water monitoring plan,violates any cease and desist order or notice to clean and abate, or fails to adopt or implement a storm water pollution prevention plan as directed by the enforcement official shalll be liable for a civil penalty not to exceed $101,000 for each day such a violation exists.The violator shall also be charged for the full costs of any investigation, inspection, or monitoring survey which led to the detection of any such violation;for abatement costs; and for the reasonable costs of preparing and bringing Ileal action under this subsection. In addition to any other applicable procedures,the enforcement agency may utilize the lien procedures of Chapter 1.30 CMC to enforce the violator's liability.The violator may also be liable for compensatory damages for impairment, loss or destruction to water quality,wildlife, fish and aquatic life. G. Administrative Citations. INotwithstandin,g any other provision of the Municipal Code,a person who violates any provision of this chapter or disobeys an enforcement order may be issued an administrative citation by the enforcement official irequiring immediate corrective action and imposing an administrative fine in an amount as set forth in CVIVIC 1.41.1 OO(D)(11).(Ord. 3348§ 11 2015; Ord. 2854§ 13, 2002; Ord. 2597 § 11, 1994). The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,82 of 484 Ch. 14.20 Storm Water Mlanagement and Discharge Control 1Chula Vista Municipal Code Page 16 of 17 14,20,320 Administrative notice, hearing, and appeal 'roceidures,, A. Service. Unless otherwise provided herein,any order, notice of violation, or other notice required to be given by the enforcement official under this chapter shall be in writing and served in accordance with CVIVIC 1.40.030. B. Notice Contents. Notwithstanding any other provision of the Municipal Code,when the enforcement official determines that a violation of one or more provisions of this chapter exists or has occurred, any violator(s) may Ibe served with a written notice of violation and order.The notice and order shall state the IMunicipal Code section violated, describe how violated,the location, date(s)and time(s)of the violation(s), and describe the corrective action irequired.The notice and order may require immediate corrective action by the violator(s)and explain which method(s)of enforcement the City is utilizing.The notice and order shall explain the consequences of failing to comply. Finally,the notice and order shall identify all hearing/appeal rights and specify the issuing officer. C. Hearings andAppeals. Notwithstanding any other provision of the Municipal Code,a violator may request a hearing to contest the enforcement officialfs,determination that a violation has occurred. Such request must be in writing and received by the City within 10 calendar days of service of the notice of violation (or 30 calendar days for out-of-state residents) in a form approved by the enforcement official. If the City does not receive such a written request within 10 calendar days(or 30 calendar days for out-of-state residents), it shall constitute a waiver of the aright to a hearing and adjudication of all or any portion of the inotice and order. Once a request for hearing is received,the hearing shall be conducted pursuant to CVMC 1.40.020(B)through (1)and 1.40.070. If the violator(s) fails to attend the hearing, it shall constitute a waiver of the right to a hearing and adjudication of all or any portion of the notice and order. (Ordl. 3348 § 11 2015; Ord. 2854§ 14, 2002; Ord. 2597 § 11, 1994). 14.20330 Judicial enforcement. A. Criminal Penalties. Notwithstanding CVMC 1.20.010, any person who violates any provision of this chapter or who fails to implement a storm water monitoring plan,violates any cease and desist order or notice to clean and abate, or fails to adopt or implement a storm water pollution prevention plan as directed by the enforcement official shall be punished, upon conviction, by a fine not to exceed $10,0100 for each day in which such violation occurs, or imprisonment i n the San Diego County jail for a period not to exceed one year, or both. B. InjunctionlAbotementof Public Nuisance. Whenever a discharge into the storm water conveyance system is in violation of the provisions of this chapter or otherwise threatens to cause a condition of contamination, pollution, or nuisance,the enforcement official may also cause the City to seek a petition to the superior court for the issuance of a preliminary or permanent injunction, or both, or an action to abate a public nuisance,,as may be appropriate in restraining the continuance of such discharge. C. Other CivilAction. Whenever a notice and order or hearing officer's decision is not complied with,the City Attorney may,at the request of the enforcement official, initiate any appropriate civil action in a court of competent jurisdiction to enforce such notice and order and decision, including the recovery of any unpaid storm drain fees and/or civil penalties provided herein. (Ord. 3348§ 1, 2015; Ord. 2597 § 11, 1994). The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,83 of 484 Ch. 14.20 Storm Water Management and Discharge Control 1Chula Vista Municipal Code Page 17 of 17 14,20,340 Violations deemed a pu bI ic nuisance,. In addition to the other civil and criminal penalties provided herein, any condition caused or permitted to exist in violation of any of the provisions of this chapter is a threat to the public health, safety,and welfare and is declared and deemed a public nuisance,which may be summarily abated and/or restored as directed by the enforcement official in accordance with the procedures identified in this chapter or Chapter 1.30 CVIVIC.A civil action to abate, enjoin or otherwise compel the cessation of such nuisance may also be taken by the City, if necessary. The full cost of such abatement and restoration shall be borne Iby the owner of the property,and the cost thereof shall be a lien upon and against the property in accordance with the procedures set forth in Chapter 1.30 CVIVIC. (Ord. 3348§ 1, 2015; Ord. 2854§ 15, 20012; Ord. 2,597 § 11, 1994). 14,2 0350 Remedies not exclusive. Remedies set forth in this chapter are not exclusive but are cumulative to all other civil and criminal penalties provided by law, including, but not limited to, penalty provisions of the federal Clean Water Act and/or the State Porter-Cologne Water Quality Control Act.The seeking of such federal and/or state remedies shalll not precllude the simultaneous commencement of proceedings pursuant to this chapter. (Ord.3348§ 1, 2015; Ord. 2597 § 11 1994). 14.20-360 Civil penalties to be deposited in the storm drain revenue fund. Any civil penalties collected by the City as a result of violations of this chapter shall be deposited in the storm drain reve n u e fund. (0 rd. 334,8§ 1 1 2015; ord. 25917 § 11 1 19914). The Chula Vista Municipal Code is current through Ordinance 34916,, passed Decmber 3, 2020. Disclaimer:The City Clerk's Office has the official version of the Chula Vista Mu�nicipal Code. Users should contact the City Clerk's Office for ordinances passed subsequent to the ordinance cited above. Note:This site does not support Internet Explorer.To view this site, Code Publishing Company irecommeinds using one of the following browsers: Google Chrome, Firefo,x, or Safari. City Website.www.chulavistaca.gov Code Publishing Company The Chula Vista Municipal Code is current through Ordinance 3496, passed December 3,2020. 2021-03-02 Agenda Packet Page 4,84 of 484