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Home My WebLink About2024/05/21 Post Agenda Packet Date:Tuesday, May 21, 2024, 5:00 p.m. Location:Council Chambers, 276 Fourth Avenue, Chula Vista, CA REGULAR CITY COUNCIL AND SPECIAL SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY AND HOUSING AUTHORITY MEETING Notice is hereby given that the Mayor has called and will convene special meetings of the Successor Agency to the Redevelopment Agency and Housing Authority meeting jointly with the City Council at the time and location stated on this agenda. Watch live in English and Spanish: chulavistaca.gov/councilmeetings or Cox Ch. 24 (English only). Free Spanish interpretation is available on-site. _______________________________________________________________________________________ In-Person Public Comments: Submit a request to speak to City Clerk staff before the close of the public comment period on an item or before the close of the general Public Comment period for non-agenda items. Electronic Public Comments: At chulavistaca.gov/councilmeetings, locate the meeting and click the comment bubble icon. Select the item and click "Leave Comment." You may also email cityclerk@chulavistaca.gov. eComments, emails, and other written comments must be received by noon for a regular City Council meeting. Watch Live or Recorded (English and Spanish): Visit chulavistaca.gov/councilmeetings. Click "ES" at the bottom to switch to Spanish. Closed captioning is available in both languages. Accessibility: In compliance with the American Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk’s Office at cityclerk@chulavistaca.gov or (619) 691-5041. Providing at least 48 hours' notice will help ensure that reasonable arrangements can be made. Gov. Code § 84308: Parties to any proceeding involving a license, permit, or other entitlement for use pending before the City Council must disclose any campaign contribution over $250 (aggregated) within the preceding 12 months made by the party, their agent, and those required to be aggregated with their contributions under Gov. Code § 82015.5. The disclosure must include the amount contributed and the name(s) of the contributor(s). "G.C. § 84308: Yes" on this agenda indicates that the item is subject to these regulations. PUBLIC PARTICIPATION Complete Agenda Packet: The complete agenda packet, including staff reports, draft resolutions and ordinances, and other backup materials, is available at chulavistaca.gov/councilmeetings or the City Clerk's Office. Time Allotted for Speaking (subject to change by the presiding officer) - Consent Calendar (any or all items): 3 minutes - Agenda Items (not on Consent): 3 minutes - General Public Comment (not on agenda): 3 minutes Individuals who use a translator will be allotted twice the time. General Public Comments: Twenty-one (21) minutes are scheduled near the beginning of the meeting. The first seven (7) speakers will be heard during the first Public Comment period. If there are additional speakers registered, they will be heard during the continued Public Comment period. If all registered speakers present at the time address the City Council during the first Public Comment period, there will be no continued Public Comment period. Submitting Request to Speak: A request to speak must be submitted to the City Clerk before the close of the public comment period on an item or before the close of the general Public Comment period for non-agenda items. GETTING TO KNOW YOUR AGENDA AGENDA SECTIONS Consent Calendar items are routine items that are not expected to prompt discussion. All items are considered for approval at the same time with one vote. Before the vote, there is no separate discussion of these items unless a member of the City Council or staff removes the item from the Consent Calendar. Public Comment provides an opportunity to address the City Council on any matter not listed on the agenda that is within the jurisdiction of the City Council. Under the Brown Act, the City Council cannot take action on matters not listed on the agenda. Public Hearings are held on matters specifically required by law. Action Items are items expected to cause discussion and/or action by the City Council but do not legally require a public hearing. Closed Session may only be attended by members of the City Council, support staff, legal counsel, and others as specified on the agenda. Closed session may be held only in very limited circumstances as authorized by law. CITY COUNCIL ACTIONS: Resolutions are formal expressions of opinion or intention of the City Council and are usually effective immediately. Ordinances are laws adopted by the City Council. Ordinances usually amend, repeal, or supplement the Municipal Code; provide zoning specifications; or appropriate money for specific purposes. Most ordinances require two hearings and go into effect 30 days after the final approval. Proclamations are issued by the City to honor significant achievements by community members, highlight an event, promote awareness of community issues, and recognize City employees. City of Chula Vista - City Council May 21, 2024 Post Agenda Page 2 of 1479 Pages 1.CALL TO ORDER 2.ROLL CALL 3.PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE 4.SPECIAL ORDERS OF THE DAY 4.1 Presentation of a Proclamation Honoring the 50th Anniversary of Emergency Medical Services (EMS) and Proclaiming May 19-25, 2024 EMS Week in the City of Chula Vista 10 5.CONSENT CALENDAR (Items 5.1 through 5.6) Consent calendar items are considered together and acted upon by one motion. There is no separate discussion of these items unless a member of the City Council or staff removes the item from the Consent Calendar. RECOMMENDED ACTION: City Council approve the recommended action on the below consent calendar items. 5.1 Waive Reading of Text of Resolutions and Ordinances RECOMMENDED ACTION: Approve a motion to read only the title and waive the reading of the text of all resolutions and ordinances at this meeting. 5.2 Otay Ranch Village Eight East: Adopt Ordinances Amending the Otay Ranch Village Eight East Planned Community District Regulations and Approving a Zoning Change 11 Report Number: 24-0101 Location: Generally, south of the eastern extension of Main Street, east of Otay Ranch Village Eight West, west of State Route 125, and north of the Otay River Valley (APN: 644-070-21) (“Project Site”) Department: Development Services G.C. § 84308: Yes Environmental Notice: The Project is adequately covered in the Final Environmental Impact Report (“FEIR”) and Mitigation Monitoring and Reporting Program for the Otay Ranch University Villages (FEIR 13-01; SCH #2013071077; adopted by City Council Resolution No. 2014-232 on December 2, 2014), only minor technical changes or additions to FEIR 13-01 are necessary, and that none of the conditions described in Section 15162 of the CEQA Guidelines calling for the preparation of a subsequent document exist; therefore, the Director of Development Services has called for the preparation of a Third Addendum to FEIR 13-01 for consideration. City of Chula Vista - City Council May 21, 2024 Post Agenda Page 3 of 1479 RECOMMENDED ACTION: Adopt ordinances A) Approving modifications to the Otay Ranch Village Eight East Planned Community District Regulations in accordance with the required findings and subject to the conditions contained therein (Second Reading and Adoption); and B) Approving a change in zoning from single-family residential to multi-family residential (Second Reading and Adoption) 5.3 Grant Applications: Authorize the Submittal of All CalRecycle Grant Applications for a Period of Five Years and Authorize the City Manager or Designee to Execute Grant Documents 122 Report Number: 24-0138 Location: No specific geographic location Department: Economic Development G.C. § 84308: No 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: Adopt a resolution authorizing the submittal of all CalRecycle grant applications for a period of five years and authorizing the City Manager or designee to execute grant documents. 5.4 ARPA Spending Plan and Agreement: Approve the American Rescue Plan Act (ARPA) Spending Plan Amendment and Second Amendment to the Agreement with Alpha Project, and Reallocate Funds 158 Report Number: 24-0165 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308: Yes 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. Under NEPA, the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to the U.S. Department of Housing & Urban Development Environmental Guidelines. RECOMMENDED ACTION: Adopt a resolution (1) amending the American Rescue Plan Act Spending Plan, (2) approving a Second Amendment to 2-party agreement No. 2023-136 with Alpha Project, and (3) reallocating funds for that purpose. (4/5 Vote Required) City of Chula Vista - City Council May 21, 2024 Post Agenda Page 4 of 1479 5.5 Housing Grant Funding: Approve the Fiscal Year 2024/25 U.S. Department of Housing and Urban Development Annual Action Plan and Appropriate Funds 169 Report Number: 24-0151 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308: Yes Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines and Title 24 of the Federal Code of Regulations. Therefore, pursuant to State Guidelines Section 15060(c)(3) and Federal Guidelines Part 58.34(a)(2) & (3) no environmental review is required. Notwithstanding the foregoing, the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of CEQA State Guidelines and Part 58.34 (a)(2) & (3) of the National Environmental Policy Act (“NEPA”). RECOMMENDED ACTION: Adopt resolutions: A) Approving the Fiscal Year 2024/25 U.S. Department of Housing and Urban Development (“HUD”) annual spending plan for the Community Development Block Grant and HOME Investment Partnerships Program within the 2024/25 Annual Action Plan, authorizing the City Manager or designee to execute subrecipient agreements and all HUD documents related to the grants, and appropriating funds for that purpose (4/5 Vote Required); and B) Approving the Fiscal Year 2024/25 U.S. Department of Housing and Urban Development (“HUD”) annual spending plan for the Emergency Solutions Grant within the 2024/25 Annual Action Plan, authorizing the City Manager or designee to execute subrecipient agreements and all HUD documents related to the grant, and appropriating funds for that purpose. (4/5 Vote Required) 5.6 Employee Compensation and Bargaining Agreement: Approve an Amendment to the Memorandum of Understanding with Chula Vista Police Officer’s Association; Revised Compensation Schedule; and Budget Amendments 386 Report Number: 24-0171 Location: No specific geographic location Department: Human Resources G.C. § 84308: No 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 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 5 of 1479 RECOMMENDED ACTION: Adopt resolutions: A) Approving a Third Amendment to the Memorandum of Understanding (“MOU”) between the City of Chula Vista and Chula Vista Police Officer’s Association (“POA”) Covering the Period of May 4, 2021, to June 30, 2024, Extending Labor Contract Through Fiscal Year 2026-2027; B) Approving the revised Fiscal Year 2023-24 Compensation Schedule effective May 17, 2024, as required by California Code of Regulations., Title 2, Section 570.5; and C) Amending the Fiscal Year 2023-24 budget to appropriate funds, accordingly. (4/5 Vote Required) 6.PUBLIC COMMENTS 466 Twenty-one minutes are scheduled for the public to address the City Council for three minutes each on any matter within the jurisdiction of the City Council that is not on the agenda. The remaining speakers, if any, will be heard during the continued Public Comment period. 7.PUBLIC HEARINGS 7.1 Annual Budget: Consideration of Adopting the Fiscal Year 2024-25 Operating and Capital Improvement Budgets and Revised Fiscal Year 2024-25 Compensation Schedule 476 Report Number: 24-0087 Location: No specific geographic location Department: Finance G.C. § 84308: No. 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: Conduct the public hearing and take the following actions: A) Adopt a resolution adopting the operating and capital improvement budgets for the City of Chula Vista for fiscal year 2024-25 and appropriating funds for the fiscal year ending June 30, 2025 excluding Open Space Districts: #01, #02, #20 Zone 5, #20 Zone 7; Community Facilities Districts: 07-M, 13-M, 97-2; and Capital Improvement Project STM0407 B) Adopt a resolution adopting the operating budget for Open Space District #01 and Capital Improvement Project STM0407 for fiscal year 2024-25 and appropriating funds for the fiscal year Ending June 30, 2025 C) Adopt a resolution adopting the operating budget for Open Space District #02 for fiscal year 2024-25 and appropriating funds for the fiscal year Ending June 30, 2025 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 6 of 1479 D) Adopt a resolution adopting the operating budget for Open Space District #20 Zone 5 for fiscal year 2024-25 and appropriating funds for the fiscal year ending June 30, 2025 E) Adopt a resolution adopting the operating budget for Open Space District #20 Zone 7 and Community Facilities District 07-M for fiscal year 2024-25 and appropriating funds for the fiscal year Ending June 30, 2025 F) Adopt a resolution adopting the operating budget for Community Facilities District 13-M and 97-2 for fiscal year 2024-25 and appropriating funds for the Fiscal year Ending June 30, 2025 G) (Housing Authority) Adopt a resolution adopting the operating budget for the Housing Authority for Fiscal year 2024-25 and Appropriating Funds for the fiscal year ending June 30, 2025 H) (Successor Agency) Adopt a resolution adopting the operating budgets for the Successor Agency to the Redevelopment Agency for fiscal year 2024-25 and appropriating funds for the fiscal year ending June 30, 2025 I) Adopt a resolution amending the Compensation Schedule and Classification Plan to reflect the addition of various position titles and changes in salary as reflected in the fiscal year 2024-25 operating budget J) Adopt a resolution approving the Amended Compensation Summary for All Unrepresented Employees and Elected Officials, including authorization for the Mayor to execute any necessary contract amendments to implement said Amended Compensation Summary K) Adopt a resolution approving the revised fiscal year 2023-24 Compensation Schedule effective June 14, 2024, as required by California Code of Regulations, Title 2, Section 570.5 L) Adopt a resolution approving the fiscal year 2024-25 Compensation Schedule effective July 12, 2024, as required by California Code of Regulations, Title 2, Section 570.5 M) Place an ordinance on first reading amending Chula Vista Municipal Code Section 2.05.010 to delete certain unclassified position titles that are specifically delineated in the City Charter and to delete certain position titles that are no longer active (First Reading) (4/5 Vote Required) 8.ACTION ITEMS City of Chula Vista - City Council May 21, 2024 Post Agenda Page 7 of 1479 8.1 Housing Policy: Amend CVMC Title 19 to Assist in the Creation of Affordable Housing, Authorize the Submittal of an Application to the California Department of Housing and Community Development, and Update Conduit Bond Issuance Policies 1232 Report Number: 24-0021 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308: No Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. RECOMMENDED ACTION: Place the following ordinances on first reading and adopt the resolutions: A) Ordinance amending various sections and adding sections to Chula Vista Municipal Code Title 19 related to density bonuses, inclusionary housing, multi- family and mixed-use objective design standards, residential for-sale affordable unit requirements, and marketing, application, lottery, and waitlist requirements for affordable rental housing projects (First Reading) B) Resolution amending Master Fee Schedule Chapter 16-100 to add a section for Inclusionary Housing In-Lieu Fee and Chapter 19-100 to add a section for Compliance Fees (Non-Bond) C) Resolution repealing Council Policy No. 453-02, “Development of Affordable Housing for Low- and Moderate-Income Buyers” D) Ordinance amending Chula Vista Municipal Code Chapter 17.10 to exempt 100% affordable projects from such fees (First Reading) E) Resolution of the Chula Vista Housing Authority amending the Multifamily Bond Policy to change requirements for non-Housing Authority issued bonds F) Resolution appropriating $500,000 in funding from the Housing Inclusionary Fund to the Local Housing Trust Fund project (4/5 Vote Required) G) Resolution authorizing the submittal of a Prohousing Designation Program application to the California Department of Housing & Community Development 9.PUBLIC COMMENTS (CONTINUED) There will be no continued Public Comment period if all speakers present at the first Public Comment period are heard. 10.CITY MANAGER’S REPORTS 11.MAYOR’S REPORTS 12.COUNCILMEMBERS’ REPORTS City of Chula Vista - City Council May 21, 2024 Post Agenda Page 8 of 1479 13.CITY CLERK'S REPORTS 14.CITY ATTORNEY'S REPORTS 15.ADJOURNMENT to the regular City Council meeting on May 28, 2024, at 5:00 p.m. in the Council Chambers. Materials provided to the City Council related to an 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 - City Council May 21, 2024 Post Agenda Page 9 of 1479 SPECIAL ORDERS ITEM 4.1 https://vimeo.com/947530499?share=copy Page 10 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 03 P a g e | 1 May 21, 2024 ITEM TITLE Otay Ranch Village Eight East: Adopt Ordinances Amending the Otay Ranch Village Eight East Planned Community District Regulations and Approving a Zoning Change Location: Generally, south of the eastern extension of Main Street, east of Otay Ranch Village Eight West, west of State Route 125, and north of the Otay River Valley (APN: 644-070-21) (“Project Site”) Department: Development Services G.C. § 84308: Yes Environmental Notice: The Project is adequately covered in the Final Environmental Impact Report (“FEIR”) and Mitigation Monitoring and Reporting Program for the Otay Ranch University Villages (FEIR 13- 01; SCH #2013071077; adopted by City Council Resolution No. 2014-232 on December 2, 2014), only minor technical changes or additions to FEIR 13-01 are necessary, and that none of the conditions described in Section 15162 of the CEQA Guidelines calling for the preparation of a subsequent document exist; therefore, the Director of Development Services has called for the preparation of a Third Addendum to FEIR 13-01 for consideration. Recommended Action Adopt ordinances A) Approving modifications to the Otay Ranch Village Eight East Planned Community District Regulations in accordance with the required findings and subject to the conditions contained therein (Second Reading and Adoption); and B) Approving a change in zoning from single-family residential to multi-family residential (Second Reading and Adoption) Summary This ordinance was placed on first reading on May 14, 2024. The original staff report can be accessed at the following link: https://pub-chulavista.escribemeetings.com/filestream.ashx?DocumentId=41545 Please note, the original staff report may include information beyond the scope of the ordinance proposed for adoption with this action. For questions, please contact the staff indicated in the original staff report or cityclerk@chulavistaca.gov. Page 11 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SECOND READING AND ADOPTION ORDINANCE NO. 2024- ORDINANCE OF THE CITY OF CHULA VISTA APPROVING AMENDMENTS TO THE OTAY RANCH VILLAGE EIGHT EAST PLANNED COMMUNITY DISTRICT REGULATIONS WHEREAS the area of land that is the subject of this Resolution is, for the purpose of general description, located south of the eastern extension of Main Street, east of Otay Ranch Village Eight West, west of State Route 125 (“SR-125”), and north of the Otay River Valley, known as Otay Ranch Village Eight East (“Project Site”); and WHEREAS, on June 17, 2022, a duly verified application was filed with the City of Chula Vista Development Services Department by HomeFed Otay Land II, LLC (“Applicant” or “Developer”) requesting approval of amendments to the City of Chula Vista General Plan (GPA22- 0002), the Otay Ranch General Development Plan (GDP22-0002), and the Otay Ranch Village Eight East Sectional Planning Area (“SPA”) Plan (SPA22-0006), including the Planned Community District Regulations, and approval of a Zone Change (ZC22-0003) and a Tentative Map (TM22- 0005), all to reflect a change in zoning from single-family residential to multifamily residential, allow for a redistribution of density throughout the Project Site and realignment of internal streets, and accommodate the SR-125 interchange design (“Project”); and WHEREAS the Project is intended to ensure that the Otay Ranch Village Eight East SPA Plan is prepared in accordance with the Otay Ranch General Development Plan to implement the City of Chula Vista General Plan for eastern Chula Vista to promote the orderly planning and long- term phased development of the Otay Ranch General Development Plan and to establish conditions that will enable the Otay Ranch Village Eight East SPA to exist in harmony within the community; and WHEREAS the Director of Development Services has reviewed the proposed Project for compliance with the California Environmental Quality Act (“CEQA”) and determined that the Project is adequately covered in the previously adopted Final Environmental Impact Report (“FEIR”) for the Otay Ranch University Villages (FEIR 13-01; SCH #2013071077; and adopted by City Council Resolution No. 2014-232 on December 2, 2014, with an Addendum adopted by City Council Resolution No. 2016-254 on December 6, 2016; and a Second Addendum adopted by City Council Resolution No. 2021-120 on June 15, 2021), that only minor technical changes or additions to the document are necessary to account for the expected Project impacts, and that none of the conditions described in Section 15162 of the CEQA Guidelines calling for the preparation of a subsequent document exist; therefore, a Third Addendum to FEIR 13-01 was prepared for the proposed Project; and WHEREAS City Staff recommended that the City Planning Commission recommend that the City Council approve and adopt the amendments to the Planned Community District Regulations for the Otay Ranch Village Eight East SPA; and WHEREAS the Director of Development Services set the time and place for a hearing before the Planning Commission of the City of Chula Vista on the Project, including as to the amendments Page 12 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 2 of 5 to the Planned Community District Regulations for the Otay Ranch Village Eight East SPA, on April 10, 2024, and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the City and its mailing to property owners within 500 feet of the exterior boundaries of the property, at least ten (10) days prior to the hearing; and WHEREAS, after review and consideration of the Staff Report and related materials for the Project, the hearing on the Project was held at the time and place as advertised in the City Council Chambers, 276 Fourth Avenue, and the Planning Commission voted 6-0-0 to recommend to the City Council approval of the subject amendments; and WHEREAS City Staff and the City Planning Commission recommend that the City Council approve and adopt the amendments to the Planned Community District Regulations for the Otay Ranch Village Eight East SPA; and WHEREAS the City Clerk set the time and place for a hearing before the City Council on the Project, including the amendments to the Planned Community District Regulations for the Otay Ranch Village Eight East SPA and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the City and its mailing to property owners within 500 feet of the exterior boundaries of the property, at least ten (10) days prior to the hearing; and WHEREAS, after review and consideration of the Staff Report and related materials for the Project, a duly noticed public hearing was held before the City Council to consider the Project, NOW, THEREFORE, THE CITY COUNCIL of the City of Chula Vista does hereby order and ordain as follows: I. PLANNING COMMISSION RECORD The proceedings and all evidence introduced before the Planning Commission at its April 10, 2024, public hearing on the Project and the Minutes and Resolutions resulting therefrom are hereby incorporated into the record of this proceeding. These documents, along with any documents submitted to the decision-makers, shall comprise the entire record of the proceedings. II. COMPLIANCE WITH CEQA Immediately prior to this action, the City Council reviewed, considered, and certified the Third Addendum to FEIR 13-01 regarding the Project. III. CONSISTENCY WITH GENERAL PLAN AND OTAY RANCH GENERAL DEVELOPMENT PLAN The City Council hereby finds that the amendments to the Planned Community District Regulations for the Otay Ranch Village Eight East SPA are consistent with the City’s General Plan and Otay Ranch General Development Plan (“GDP”), both as amended. The zoning changes, in conjunction with the approved amendments to the Otay Ranch Village Eight East SPA Plan and Page 13 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 3 of 5 Planned Community District Regulations, implement the General Plan and the Otay Ranch GDP by providing a comprehensive program to implement the Sectional Planning Area Plan Amendment and Tentative Map. The plans provide design incorporating a mixture of land uses connected by a walkable system of public streets and pedestrian paths, parks and plazas, retail opportunities, and commercial activities designed to promote a safe pedestrian environment. IV. ACTION The City Council hereby adopts an Ordinance approving the amended Otay Ranch Village Eight East Planned Community District Regulations on file at the office of the City Clerk, finding that they are consistent with the City of Chula Vista General Plan, the Otay Ranch G eneral Development Plan, and all other applicable plans as set forth in City Council Resolution No. 2024- _______ adopting the Otay Ranch Village Eight East SPA Plan amendments and that the public necessity, convenience, and general welfare, as well as good planning and zoning practice support their approval and implementation. V. 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 i ts 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. VI. 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. VII. EFFECTIVE DATE This Ordinance shall take effect and be in full force on the thirtieth day from and after its adoption. VIII. 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: Page 14 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 4 of 5 Laura C. Black, AICP Marco A. Verdugo Director of Development Services City Attorney Exhibits: 1. Otay Ranch Village Eight East Planned Community District Regulations Page 15 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 5 of 5 EXHIBIT 1 Otay Ranch Village Eight East Planned Community District Regulations Page 16 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations April 2024 PREPARED FOR: HOMEFED OTAY LAND II, LLC 1903 Wright Place, Suite 220 Carlsbad, CA 92008 Adopted on December 2, 2014 By Resolution No. 2014-235 By Ordinance No. 3331 Amended XX By Resolution No. XX By Ordinance ____ Page 17 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 18 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda i TABLE OF CONTENTS 1. GENERAL PROVISIONS 1.A. PURPOSE & SCOPE ....................................................................................... 1-1 1.B. PRIVATE AGREEMENTS .............................................................................. 1-1 1.C. CONFLICTING ORDINANCES ...................................................................... 1-1 1.D. ESTABLISHMENT OF ZONING DISTRICTS ............................................... 1-1 1.E. ADOPTION OF ZONING DISTRICT MAP ................................................... 1-3 1.F. DEFINITION OF TERMS ............................................................................... 1-3 2. ZONING DISTRICT MAP 2.A. RESIDENTIAL ZONING DISTRICT CATEGORIES/INTENT ....................... 2-1 2.B. DISTRICT BOUNDARIES .............................................................................. 2-1 3. MULTI-FAMILY RESIDENTIAL ZONING DISTRICT 3.A. PURPOSE ......................................................................................................... 3-1 3.B. PERMITTED AND CONDITIONAL USES ................................................... 3-1 3.B.1. Temporary Uses .................................................................................................... 3-3 3.B.2. Interim Uses.......................................................................................................... 3-3 3.C. MULTI-FAMILY DEVELOPMENT STANDARDS ...................................... 3-4 3.C.1. Design Goals, Principals, and Guidelines ............................................................ 3-4 3.C.2. General Standards ................................................................................................. 3-4 3.C.3. Specific Standards ................................................................................................ 3-4 3.C.4. Site Planning ......................................................................................................... 3-6 3.D. OPEN SPACE STANDARDS .......................................................................... 3-8 3.D.1. Private Usable Open Space................................................................................... 3-8 3.D.2. Common Usable Open Space ............................................................................... 3-9 3.E. ACCESSORY BUILDINGS, STRUCTURES AND USES .......................... 3-10 3.F. ACCESSORY DWELLING UNIT (“ADU”) ................................................ 3-10 3.G. RECIPROCAL USE EASEMENTS .............................................................. 3-11 3.H. HEIGHT EXCEPTIONS ................................................................................ 3-12 3.I. PERMITTED BUILDING ENCROACHMENTS AND PROJECTIONS .... 3-12 3.J. MULTI-FAMILY DISTRICT PERFORMANCE STANDARDS ................. 3-13 3.J.1. Utilities ............................................................................................................... 3-13 3.J.2. Noise ................................................................................................................... 3-13 3.J.3. Energy Conservation .......................................................................................... 3-13 3.J.4. Parking, Loading and Storage ............................................................................ 3-13 3.J.5. Access ................................................................................................................. 3-14 Page 19 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ii 3.J.6. Common Facilities .............................................................................................. 3-14 3.J.7. Hazardous Materials ........................................................................................... 3-14 3.J.8. Storm Water........................................................................................................ 3-14 4. VILLAGE CORE ZONING DISTRICT 4.A. PURPOSE ......................................................................................................... 4-1 4.B. PERMITTED AND CONDITIONAL USES ................................................... 4-1 4.C. TEMPORARY USES ....................................................................................... 4-4 4.C.1. Construction and Sales ......................................................................................... 4-4 4.C.2. Permitted throughout SPA Plan Area ................................................................... 4-4 4.C.3. Interim Uses.......................................................................................................... 4-5 4.D. VILLAGE CORE DEVELOPMENT STANDARDS ..................................... 4-5 4.D.1. Design Goals, Principals, and Guidelines ............................................................ 4-5 4.D.2 General Standards ................................................................................................. 4-5 4.D.3. Specific Standards ................................................................................................ 4-6 4.D.4. Site Planning ......................................................................................................... 4-8 4.E. OPEN SPACE STANDARDS .......................................................................... 4-9 4.E.1. Private Usable Open Space................................................................................... 4-9 4.E.2. Common Usable Open Space ............................................................................. 4-10 4.F. ACCESSORY BUILDINGS, STRUCTURES AND USES .......................... 4-11 4.G. ACCESSORY DWELLING UNITS .............................................................. 4-11 4.H. HEIGHT EXCEPTIONS ................................................................................ 4-11 4.I. PERMITTED BUILDING ENCROACHMENTS AND PROJECTIONS .... 4-12 4.J. PERFORMANCE STANDARDS .................................................................. 4-12 4.J.1. Utilities ............................................................................................................... 4-12 4.J.2. Noise ................................................................................................................... 4-13 4.J.3. Energy Conservation .......................................................................................... 4-13 4.J.4. Parking, Loading And Storage ........................................................................... 4-13 4.J.5. Access ................................................................................................................. 4-13 4.J.6. Hazardous Materials ........................................................................................... 4-14 4.J.7. Storm Water........................................................................................................ 4-14 5. OPEN SPACE AND PARKS ZONING DISTRICT 5.A. PURPOSE ......................................................................................................... 5-1 5.B. PERMITTED & CONDITIONAL USES.......................................................... 5-1 5.C. PROPERTY DEVELOPMENT STANDARDS ............................................... 5-3 5.C.1. Site Planning ......................................................................................................... 5-3 5.C.2. Landscaping .......................................................................................................... 5-3 Page 20 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda iii 5.C.3. Accessory Uses & Buildings ................................................................................ 5-3 5.D. PERFORMANCE STANDARDS .................................................................... 5-3 6. COMMUNITY PURPOSE FACILITY ZONING DISTRICT 6.A. PURPOSE ......................................................................................................... 6-1 6.B. PROPERTY DEVELOPMENT STANDARDS ............................................... 6-1 6.C. PERFORMANCE STANDARDS .................................................................... 6-2 7. OTHER ZONING DISTRICTS 7.A. FUTURE DEVELOPMENT LOTS ................................................................. 7-1 7.B. CALTRANS LOTS .......................................................................................... 7-1 8. PARKING REGULATIONS 8.A. PURPOSE ......................................................................................................... 8-1 8.B. GENERAL PROVISIONS ............................................................................... 8-1 8.C. RESIDENTIAL GARAGES AND DRIVEWAYS .......................................... 8-2 8.D. PRIVATE DRIVES & PRIVATE DRIVE AISLES ........................................ 8-2 8.E. VEHICLE PARKING SPACES ....................................................................... 8-2 8.F. BICYCLE PARKING ....................................................................................... 8-2 8.G. PAVING ........................................................................................................... 8-3 8.H. PARKING AREA LIGHTING ......................................................................... 8-3 8.I. SURFACE PARKING LOT SCREENING AND LANDSCAPING ............... 8-3 8.J. PARKING STRUCTURES .............................................................................. 8-3 8.K. PARKING LOT AND PARKING STRUCTURE ACCESS ........................... 8-4 9. COMPREHENSIVE SIGN REGULATIONS 9.A. PURPOSE ......................................................................................................... 9-1 9.B. GENERAL SIGNAGE REQUIREMENTS ..................................................... 9-1 9.C. MAJOR AND MINOR IDENTIFICATION .................................................... 9-1 9.C.1. Freestanding Signs ................................................................................................ 9-1 9.C.2. Gateway Signs ...................................................................................................... 9-2 9.C.3. Wall and Projecting Signs .................................................................................... 9-2 9.D. CHANGEAGE SIGNAGE ............................................................................... 9-3 9.D.1. Temporary Signs .................................................................................................. 9-3 9.D.2. Marquee Signs ...................................................................................................... 9-3 9.D.3. Pageantry .............................................................................................................. 9-3 9.D.4. PORTABLE SIGNS ............................................................................................. 9-4 9.E. DIRECTIONAL SIGNAGE ............................................................................. 9-4 9.F. ILLUMINATION OF SIGNS........................................................................... 9-5 Page 21 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda iv 10. IMPLEMENTATION AND ADMINISTRATION 10.A. PURPOSE ....................................................................................................... 10-1 10.B. AMENDMENTS ............................................................................................ 10-1 10.C. EFFECTS OF REGULATIONS ..................................................................... 10-1 10.D. MULTIPLE APPLICATIONS ....................................................................... 10-1 10.E. MINOR ADMINISTRATIVE MODIFICATION .......................................... 10-1 10.E.1. Minor Modification Requirements ..................................................................... 10-2 10.F. SPA PLAN INTERPRETATION ................................................................... 10-2 10.F.1. Substantial Conformance .................................................................................... 10-2 10.F.2. Clarification of Ambiguity ................................................................................. 10-3 10.F.3. Site Utilization and Mapping Refinements ........................................................ 10-3 10.G. REVIEW PROCESS ....................................................................................... 10-3 10.G.1. Administrative Design Review ........................................................................... 10-4 10.G.2. Administrative Design Review Process ............................................................. 10-4 10.G.3. Administrative Design Review Permit Submittal Requirements ....................... 10-5 10.G.4. Parcel Unit Count (Unit Tracking Table) ........................................................... 10-5 10.H. INTENSITY TRANSFERS BETWEEN VILLAGES ................................... 10-6 10.I. PERMITS, VARIANCES AND ZONING APPLICATIONS ....................... 10-7 10.J. SUBDIVISION STANDARDS AND PROCEDURES ................................. 10-7 10.K. VILLAGE 8 EAST LANDSCAPE MASTER PLAN .................................... 10-7 10.L. VILLAGE CORE MASTER PRECISE PLAN .............................................. 10-7 11. ENFORCEMENT 11.A. ENFORCEMENT ........................................................................................... 11-1 11.B. MONITORING AND UPDATES .................................................................. 11-1 Page 22 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v EXHIBITS Exhibit 1: Conceptual Semi-private Courtyard/Open Space ............................................. 1-4 Exhibit 2: Village 8 East Zoning District Map ................................................................. 2-2 Exhibit 3a: Conceptual Multi-Family Private Drive Aisle ............................................. 3-7 Exhibit 3b: Typical Building Drainage Swale Detail ..................................................... 3-8 Exhibit 4a: Zero Lot Line/RUE Configuration ............................................................. 3-11 Exhibit 4b: Typical Building Drainage Swale Detail ...................................................... 4-9 Exhibit 5: Conceptual Village Core Private Drive Aisle ................................................ 4-8 TABLES Table 1: Village 8 East Zoning Districts Definitions....................................................... 1-2 Table 2: Permitted and Conditional Use Matrix – Multi-Family Residential Districts ..... 3-2 Table 3: Multi-Family Property Development Standards ............................................... 3-5 Table 4: Permitted and Conditional Use Matrix – Village Core ...................................... 4-2 Table 5: Village Core Zoning District Development Standards ...................................... 4-6 Table 6 : Permitted and Conditional Use Matrix – Open Space and Parks Districts....... 5-2 Table 7: CPF Zoning District Property Development Standards ..................................... 6-1 Table 8: Parking Standards .............................................................................................. 8-1 Table 9: Minor Administrative Modifications ............................................................... 10-2 Appendix A: Village 8 East Administrative Design Review Submittal Checklist Page 23 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda vi Page Intentionally Left Blank Page 24 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 1. General Provisions Page 25 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 26 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 1. General Provisions 1-1 April 2024 1. GENERAL PROVISIONS 1.A. PURPOSE & SCOPE The Village 8 East Planned Community District Regulations (“PC District Regulations”) are intended to: Protect and promote the public health, safety and welfare of the people of the City of Chula Vista. Safeguard and enhance the appearance and quality of development in the Village 8 East Sectional Planning Area (“SPA”) of the Otay Ranch General Development Plan (“GDP”) area. Provide the social, physical and economic advantages resulting from comprehensive and orderly planned use of land resources. Ensure the SPA Plan is prepared and implemented in accordance with the Otay Ranch GDP. Implement the Chula Vista General Plan for the East Area Plan. Promote the orderly planning and long-term phased development of the Village 8 East portion of the Otay Ranch GDP area. Establish conditions which will enable the Village 8 East SPA to exist in harmony within the larger Otay Ranch community. These PC District Regulations fully supersede and replace any and all earlier versions or iterations of the Village 8 East Planned Community District Regulations adopted and approved by the City on December 2, 2014, or at any other time. 1.B. PRIVATE AGREEMENTS The provisions of this ordinance are not intended to abrogate any easements, covenants, or other existing agreements which are more restrictive than the provisions contained within this ordinance. 1.C. CONFLICTING ORDINANCES Whenever the provisions of this ordinance impose more, or less, restrictive regulations upon construction or use of buildings and structures, or the use of lands/premises than are imposed or required by other ordinances previously adopted, the provisions of this ordinance or regulations promulgated hereunder shall control and apply. 1.D. ESTABLISHMENT OF ZONING DISTRICTS In order to classify, regulate, restrict and separate the use of land, buildings and structures, and to regulate and limit the type, height and bulk of buildings and structures in the various districts, and to regulate separations between buildings and structures, and to regulate the density of population, Page 27 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 1. General Provisions 1-2 April 2024 the Village 8 East SPA is hereby divided into the following Zoning Districts as described in Table 1: Village 8 East Zoning Districts Definitions. Table 1: Village 8 East Zoning Districts Definitions SYMBOL GENERAL DESCRIPTION RM-1 Residential Multi-Family One: District which permits housing ranging from 11 to 18 units/acre calculated on a per parcel or per project basis. This may include small lot detached, alley, duplex, townhouse, row house, courtyard/cluster, stacked flats, and other attached or detached multi-family product type configurations. RM-2 Residential Multi-Family Two: District which permits multi-family attached or detached housing at densities 18 to 27 units/acre calculated on a per parcel or per project basis. CPF Community Purpose Facility: District which permits uses established pursuant to the Community Purpose Facilities requirements of the Planned Community Zone. VC Village Core: District which permits a single use or combination of uses in either horizontal and/or vertical configurations. These uses may include multi-family residential units and commercial uses such as, but not limited to, retail shops, professional offices, and service commercial. Configurations can vary with residential being on the ground floor and commercial being above ground level. The VC District permits residential densities from 18 to 45 units/acre. P Parks: District which permits allowable park uses including community parks, active recreation, neighborhood parks, pedestrian parks, town squares, and private parks. OS Open Space: District which permits developed or usable open space and park uses, active recreation, trails, and may include naturalized open space and required water quality and/or detention basins, utilities and other infrastructure. OSP Open Space Preserve: District located outside the development area which permits natural, undisturbed and/or restored open space areas which are part of the Otay Ranch Resource Management (“RMP”) Chula Vista Multiple Species Conservation Plan (“MSCP”) Preserve. FD Future Development Area: District for areas designated for development as part of future planning in Village 9. These areas do not have specific land use entitlements as part of the Village 8 East SPA Plan; however, they are reserved for future development. Final land uses to be determined as part of the Village 9 SPA Plan. CT CALTRANS Lots: Areas designated CT are part of the future SR-125 right-of-way. CT lots will be deeded from the Applicant to CALTRANS; therefore, no land uses are assigned to areas designated CT. Page 28 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 1. General Provisions 1-3 April 2024 1.E. ADOPTION OF ZONING DISTRICT MAP Land Use Districts and boundaries are established and adopted as shown, delineated and designated on the Exhibit 2: Village 8 East Zoning District Map. This map, together with all notations, references, data, district boundaries and other information thereon, is made a part of the Village 8 East SPA Plan and adopted concurrently herewith. The boundaries are intended to align with physical and legal features such as property boundaries, top or toe of slopes and public streets. Refinements to these boundaries are expected during the detailed planning, engineering and design phases and will not require an amendment providing the refinement does not alter the intent. 1.F. DEFINITION OF TERMS For the purposes of this ordinance, certain words, phrases and terms used herein shall have the meaning assigned to them by Chula Vista Municipal Code (“CVMC”) Title 19 – Planning and Zoning. When consistent with the context, words used in the present tense include the future; words in the singular number include the plural; and those in the plural number include the singular. The word shall" is mandatory; the word "may" is permissive. Any aspect of zoning regulation within Village 8 East SPA not covered by these Planning Community District Regulations or subsequent plan approvals shall be regulated by the applicable section of the CVMC. The following additional definitions are provided specifically for the Village 8 East SPA: Accessory Dwelling Unit: Attached or detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit shall have exterior access from the proposed or existing single-family dwelling. It shall include permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the single-family or multifamily dwelling is or will be situated. California Room: A California room is integral to the main structure, provides a transition from indoor to outdoor environments and may include options such as a built-in fireplace, pre-wired lighting, or fan fixture for optimum comfort and entertainment. The California room is typically accessed through sliding doors at the rear or side of the home, and the space acts as a transition to the backyard and the entertaining opportunities there. The area is notched into the main dwelling with a solid roof integral to the home. This area shall be considered to satisfy all or a portion of the Private Usable Open Space requirement. Hollywood Drive: A driveway which leads to a garage located behind the front elevation of the main residence, often narrow and sometimes consisting of two paved driving strips with enhanced hardscape or turf between. Micro-mobility docking and charging stations: A location where such devices may be parked and/or charged using a charging station; includes fee-based charging facilities. Porch: A structure attached to the front, side, and/or rear of the main dwelling, has a minimum of two open sides, is covered by a roof and oriented toward the street. This area shall be considered Page 29 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 1. General Provisions 1-4 April 2024 to satisfy all or a portion of the Private Usable Open Space requirement if minimum dimensions are met. Semi-private Courtyard/Open Space: An outdoor, or partially outdoor, seating area that may project into the street setback, oriented to the house entry and surrounded on three sides by either the building or low walls/fences. May be a private space for one unit or a shared space among several units. Entire space shall count as Private Usable Open Space requirement if minimum dimensions are met. Exhibit 1: Conceptual Semi-private Courtyard/Open Space is one example of how a semi-private courtyard/open space or Private Usable Open Space may be designed; however, the design and/or credit for PUOS shall not be strictly interpreted by or limited to, Exhibit 1. Exhibit 1: Conceptual Semi-private Courtyard/Open Space Orange areas are examples of semi-private courtyard/open space Page 30 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 1. General Provisions 1-5 April 2024 Shared Micro Mobility Device: Any transportation device by which a person can be propelled, moved, or drawn, including but not limited to dockless bicycles, electric-assist bicycles and electric and motorized scooters, or similar personal mobility devices which are rented or displayed, offered, or placed for rent in any public area or public right-of-way. Shared Parking: When parking spaces are shared by more than one user, which allows parking facilities to be used more efficiently. Parking can be shared among different buildings and facilities to take advantage of different peak parking demand periods. Neighborhood: A Neighborhood is a land use area identified on the Site Utilization Plan in the SPA Plan as a Parcel. References to Parcel or Neighborhood are interchangeable within the Village 8 East SPA Plan and its component documents. Page 31 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 1. General Provisions 1-6 April 2024 Page Intentionally Left Blank Page 32 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2. Zoning District Map Page 33 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 34 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 2. Zoning District Map 2-1 April 2024 2. ZONING DISTRICT MAP This chapter consists of the Zoning District Map for Village 8 East included as Exhibit 2: Village 8 East Zoning District Map. The original, official Zoning Districts Map shall be kept on file with the City Clerk and shall constitute the original record. Copies of said map shall also be filed with the City Development Services Department. 2.A. RESIDENTIAL ZONING DISTRICT CATEGORIES/INTENT Village 8 East offers a variety of residential unit types, including both attached and detached homes. Residential densities within Village 8 East range from 11 to 18 dwelling units per acre RM-1), 18 to 27 dwelling units per acre (RM-2) and 18 to 45 dwelling units per acre (VC). Residential configurations may include a variety of product types from small single family detached homes to stacked flat apartment units which will provide a range of housing choices for Otay Ranch and Chula Vista residents. 2.B. DISTRICT BOUNDARIES The Zoning District boundaries shown on the map coincide with proposed streets, alleys or lot lines. Minor amendments to these boundaries resulting from the relocation of a boundary street, alley or lot line by the approval of a tentative or final subdivision map shall be incorporated in the Zoning Districts Map as an administrative matter. Page 35 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 2. Zoning District Map 2-2 April 2024 Exhibit 2: Village 8 East Zoning District Map Page 36 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 3. Multi-Family Residential Zoning Districts Page 37 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 38 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-1 April 2024 3. MULTI-FAMILY RESIDENTIAL ZONING DISTRICTS 3.A. PURPOSE Residential unit types anticipated in the Village 8 East may include any configuration of attached and detached multi-family configurations (including but not limited to small lot single family detached homes) on a per parcel or project basis consistent with the density range established by the applicable zoning district. The Otay Ranch General Development Plan authorizes small lot single family detached in multi-family land use designations. The purpose of the Village 8 East Multi-Family Residential Districts is to achieve the following: Implement the residential policies of the Otay Ranch General Development Plan. Reserve appropriately located areas for residential living at a range of dwelling unit densities consistent with the Otay Ranch General Development Plan and with sound standards of public health, safety and welfare. Ensure adequate light, air, privacy and open space for each dwelling unit. Minimize the effects of traffic congestion and avoid the overloading of public services and utilities by phasing construction of buildings in relation to the land area around them and available infrastructure. Protect residential properties from noise, illumination, unsightliness, odors, smoke and other objectionable influences. Facilitate the provision of utility service and other public facilities commensurate with anticipated population, dwelling unit densities and service requirements. 3.B. PERMITTED AND CONDITIONAL USES The matrix of land uses on the following pages indicates the relative permissive status using the following symbols: P" = Permitted by right. C" = Conditional Use Permit. A use not listed shall be subject to a use determination by the Zoning Administrator to determine substantial conformance with the purpose, intent, and goals of this SPA Plan. Page 39 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-2 April 2024 Table 2: Permitted and Conditional Use Matrix – Multi-Family Residential Districts Use RM-1 RM-2 Applicable Regulations Residential Uses: Accessory Dwelling Unit P P CVMC 19.58.022 Active Adult (market rate) P P Duplex or Triplex Dwelling (all configurations) P P Family day care home, small or large P P Factory-built home/mobile home on any lot P P CVMC 19.58.145 Multiple dwellings (4 units and above) P P Residential Facility as defined in CVMC 19.04 C C CVMC 19.58.268 Senior Housing (restricted) CVMC 19.58.390 Single-family dwelling (detached and attached) P P Townhouse, Apartment, or other attached dwellings (all configurations) P P Accessory or Temporary Uses Accessory uses and accessory buildings customarily appurtenant to a permitted use P P CVMC 19.58.020 All types of horticulture P P Community garden P P Day Care Facility (commercial, serving any age group), nursery or nursery schools, and early childhood development/education facilities P P Home occupations P P CVMC 19.04 Model homes (temporary) P P Open space and landscape P P Private educational facilities, including but not limited to charter schools, elementary schools, secondary and high schools and adult schools. P P Private Open Space Recreation Facility P P CVMC 19.58.100 and 19.58.270 Public safety facility such as police or fire station P P Public utility and public service sub-stations, reservoirs, pumping plants and similar installations P P Recreation facility, size not limited P P CVMC 19.58.100 and 19.58.270 Retail sales for residents and guests only N P CVMC 19.58.270 Temporary tract offices and tract signs P P CVMC 19.58.320 Trails, trail amenities and pedestrian connections (publicly accessible or private) P P Wireless Telecommunication Facilities C C CVMC 19.89 Other temporary uses as prescribed in Temporary Uses Section P P CVMC 15.06.040 Unclassified uses unless otherwise listed in this table C C CVMC 19.54 Page 40 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-3 April 2024 3.B.1. Temporary Uses The following temporary buildings, structures and uses shall be permitted during construction and with the location of use subject to approval of the Zoning Administrator. All temporary structures associated with residential sales and construction shall be removed no later than 60 days after the sale of the last house. Contractor’s Office and/or Storage – Temporary structures including the housing of tools and equipment or that contain supervisory offices used in connection with construction projects. Temporary Recycling of Construction Materials – Demolition materials to be reused as part of the construction process, subject to the conditions as may be imposed by the tentative tract map approval and/or the development agreement. Temporary Tract/Sales Office/Pavilion – Temporary tract sales pavilion within a commercial mobile home until a model home becomes available for use as a sales office and, as a permitted temporary use, shall not require a conditional use permit. Model Homes – Model homes, their garages, parking lots and private recreation facilities are temporary uses and may be used as offices for the first sale of homes within a recorded tract and subsequent similar tracts utilizing the same architectural designs, subject to the regulations of the City of Chula Vista governing said uses and activities. As permitted temporary uses, Model Homes or complexes shall not require a conditional use permit. The following temporary buildings, structures, and uses shall be permitted throughout the life of the SPA development with the location of use subject to approval of the Zoning Administrator: Carnivals, Fairs, and Festivals – Temporary carnivals, fairs, and festivals shall be permitted subject to Zoning Administrator approval and the provisions of CVMC Section 19.58.042. Seasonal Sales – Outdoor seasonal sales including Christmas tree lots, pumpkin patches and similar uses shall be permitted subject to Zoning Administrator approval. Certified Farmers Market – Shall be permitted subject to Zoning Administrator approval and the provisions of CVMC Section 19.58.148 and shall not require a Conditional Use Permit. Events on private property shall be at the discretion of the property owner and/or the entity responsible for the development of the Village 8 East SPA Plan area (“Master Developer”) or Assignee. Special events in parks, CPF sites, parking lots and other common gathering spaces; shall not require a Conditional Use Permit. Events on private property shall be at the discretion of the Master Developer or Assignee. 3.B.2. Interim Uses Crop farming, tree farming, and nurseries shall be permitted as interim uses in any zoning district, provided the area in which the use will occur has not been subdivided or plotted into any parcel less than one acre in size. Any buildings, including but not limited to, farm buildings, packing sheds and greenhouses shall be permitted by-right. Page 41 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-4 April 2024 3.C. MULTI-FAMILY DEVELOPMENT STANDARDS 3.C.1. Design Goals, Principals, and Guidelines The multi-family residential property development standards are intended to implement specific design goals and principles established in the Otay Ranch GDP. The intent of the GDP village concept land use goals is to “produce a cohesive pedestrian friendly community that encourages non-vehicular trips and fosters interaction amongst residents.” To implement this goal, the land use policies encourage a pedestrian scale and a pedestrian friendly village environment. Multi-family neighborhoods must be designed to create a “walkable,” inviting environment, both within and outside the boundaries of the development. Pedestrian- oriented features may include orienting the front doors toward the public streets, plotting the buildings so garages are generally not visible from the public streets, integrating strong, well designed pedestrian connections to the public or commonly used streets and adjacent trail networks, providing well designed, inviting common usable open space areas and creating unique, yet compatible, architecture. The intent of these PC District Regulations is to fully implement these types of design features for every neighborhood within the Village. For further understanding of these goals, refer to the Village Design Plan and the Village Core Master Precise Plan(s). 3.C.2. General Standards The general standards found in this section are based on the Otay Ranch GDP. Where the Specific Standards listed below are silent on an issue, the Zoning Administrator is authorized to define a standard consistent with the Otay Ranch GDP, the Chula Vista General Plan, Zoning Ordinance, Design Manual and/or Landscape Manual, as may be appropriate. 3.C.3. Specific Standards The following Property Development Standards shall apply to all land and buildings, other than accessory buildings, permitted in their respective residential zoning district. Dimensions and standards are minimums unless otherwise noted, and minor variations may be permitted subject to Minor Administrative Modifications. Refer to Section 10. Implementation and Administration, for further information regarding processing requirements. Projections into minimum public street setbacks and building separations shall be permitted consistent with State Building and Fire codes, based on building design and fire rating, at the time of application. Section 3.I provides additional details regarding specific projections and limitations. The SPA Plan Site Utilization Plan identifies a site (“S-1”) for an elementary school east of Del Sueño Drive between Savoria Parkway and Calle Escuela. The S-1 site is designated RM-2 on the Zoning District Map. If the school site is not utilized for school purposes, then the site may be developed for Residential High-density development, consistent with the RM-2 zoning district designation. All multi-family residential development shall be regulated by the standards of Table 3: Multi- Family Property Development Standards, except as modified through a Minor Administrative Modification request. In addition to the standards of this chapter, all development within the Page 42 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-5 April 2024 Multi-Family zoning districts shall be consistent with Chapter 8: Parking Regulations and Chapter 9: Comprehensive Sign Regulations. Multi-Family Residential Districts shall not be subject to any City adopted multi-family design standards or guidelines and shall not be required to provide enclosed storage space for residential units. Standards not listed in Table 3 shall not be regulated for residential zones; this includes but is not limited to minimum lot sizes, maximum lot coverage, floor area ratio, minimum yard sizes, building setback other than per State building and fire codes, building setbacks from open space, and accessory structure setbacks. Table 3: Multi-Family Property Development Standards Standard(1) RM-1 RM-2 Notes Minimum Density 11 du/ac 18 du/ac Calculated as total dwelling units per parcel OR project area; shall not be calculated on a per- product/home type basis. Maximum Density 18 du/ac 27 du/ac Minimum Lot Area N/A Shall not apply Maximum Lot Coverage N/A Shall not apply Maximum Building Height(2) 45 feet 60 feet See section 3.H Height Exceptions Minimum Public Street Setbacks (2)(3) La Palmita Drive 7.5 feet(4) N/A All setbacks are subject to California Building Code CBC”) and California Fire Code (“CFC”) standards based on building design and fire rating; see section 3.I Permitted Building Encroachments & Projections Main Street 5 feet from toe of slope N/A Calle Escuela 5 feet(4) ; 4 feet(4) for stoop conditions Del Sueño Drive N/A 5 feet(4) ; 4 feet for stoop conditions La Media Parkway 7.5 feet(4) N/A Savoria Parkway 5 feet(4); 4 feet(4) for stoop conditions facing street 5 feet(4) Delgado Drive 5 feet(4); 4 feet for stoop conditions facing street 5 feet(4) Via Palermo 5 feet(4) N/A From Street to porch/ patio/courtyard walls 4 feet(4) Fences permitted at back of ROW/property line Minimum Private Drive / Private Drive Aisle Setbacks Building to Private Drive 4 feet Measured from back of sidewalk or parkway Garage Door to Private Drive 17 feet standard; 5 feet allowed for 35% of Private Drive non-sidewalk condition Regulates driveway aprons Garage Door to Private Drive Aisle 3 feet; or 17 feet Building Separations Private Drive Aisle Dimension 30 foot garage door to garage door; 24 foot building separation 2nd story and above. (See Exhibit 3) Unless otherwise increased or decreased by CBC/CRC Page 43 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-6 April 2024 Standard(1) RM-1 RM-2 Notes All Other Building Separations Subject to CBC, California Residential Code (“CRC”) and CFC standards based on building design and fire rating Required Open Space(2)(5) Private Usable Open Space Minimum Dimension 6 feet; 60 sq. ft. to qualify 5 feet; 40 sq. ft. to qualify Studio/1 Bedroom/2 Bedroom Unit 80 sq. ft. per unit 200 sq. ft. of combined Private and Common Usable Open Space per unit No dimension shall be less than 5’ to qualify 3 Bedroom Unit 120 sq. ft. per unit Common Usable Open Space(2)(5) 300 sq. ft. per unit 10 foot minimum dimension; CUOS shall be within ¼ mile of the residences to be served Required Off-Street Parking(2)(5) Studio 1.0 space per unit 1 and 2 Bedroom Units: 2.0 spaces per unit, covered or garage space 3 Bedroom Units 2 spaces per unit (covered or garage spaces) + 0.25 unassigned space for each additional bedroom over 3 Guest Parking 1 space per 10 units Bicycle Parking Comply with CalGreen requirements 1) All standards are minimums unless otherwise noted. 2) Minor Modifications to standards are permitted subject to Section 10.E : Minor Administrative Modifications. 3) Only public street setbacks shall be regulated. Interior and rear property line setbacks shall not be regulated. Across interior property lines, building separations shall comply with State building and fire codes. Where two or more parcels are developed as a single project, setback shall not be applicable to the property line separating the two parcels; all building separations shall be regulated per building and fire codes. 4) Measured from back of ROW. Required setback is permitted within or to include ‘Landscape Buffer’ noted on the TM and SPA Plan. 5) Parking and common usable open space will be calculated for each parcel; but may be combined and implemented as joint use facilities shared between any adjoining parcels. Requirements are permitted to be calculated in the aggregate across two adjoining parcels per section 3.C.5. 3.C.4. Site Planning Considerate planning for multi-family residential is critical to creating an engaging neighborhood setting that promotes livability. Multi-family residential development in the RM-1 and RM-2 zoning districts are subject to the Village Design Plan and the following: a) Parcels should be generally planned to engage public streets with front doors or active architecture consistent with the Village Design Plan. b) Each parcel or project, when adjoining parcels are planned together, is required to have at least one ‘Private Drive’ as a central feature of the site plan as entry or spine road. c) Parking, loading, and storage areas should be limited along ‘Pedestrian Oriented Streets’ frontage and shall be allowed to be located along streets that are not designated ‘Pedestrian Oriented Streets’ in the Village Design Plan. d) Private Drive Aisles shall be designed to provide a 24’ drive aisle and 30’ minimum clearance Page 44 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-7 April 2024 between garage doors. Planting between units is encouraged, wherever possible. See Exhibit 3a: Conceptual Multi-Family Private Drive Aisle. Exhibit 3a: Conceptual Multi-Family Private Drive Aisle Page 45 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-8 April 2024 e) Private typical lot and/or building drainage swales shall be designed in accordance with the current Building Code used by the City of Chula Vista unless otherwise modified based on site-specific geotechnical recommendations, as approved by the Building Official. Exhibit 3b: Typical Building Drainage Swale Detail depicts the typical drainage swale design utilized throughout Otay Ranch. Exhibit 3b: Typical Building Drainage Swale Detail 3.D. OPEN SPACE STANDARDS Private and common usable open space shall be provided within multi-family neighborhoods consistent with Table 3: Multi-Family Property Development Standards, by zoning district and this Section. 3.D.1. Private Usable Open Space Adequate usable outdoor areas are intended for daily activities such as children’s play areas and areas for outdoor gathering, dining, landscaping and gardening. Private Usable Open Space ("PUOS”) may include, but shall not be limited to, the following types of spaces. PUOS shall not be regulated by location; inclusion of these types of spaces on any floor of a building, where minimum dimensions are met, shall qualify. Stoop Porch Balcony Roof deck Courtyard (exterior or interior) Page 46 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-9 April 2024 California Room (entire CA Room square footage qualifies as PUOS) Outdoor kitchens Patio (shaded/roofed but unenclosed permitted) Pool, jacuzzi, soaking tub or other water feature for an individual unit PUOS shall meet the following requirements: Generally level (< 5% grade) PUOS may be located within a required setback Landscaped and/or hardscaped spaces All PUOS features may be located on any elevation to qualify as long as the minimum dimensions are met. Dimensions are considered to be free of footing, railing, or encroachments; all usable space shall be counted and door swing areas shall not be considered encroachments. 3.D.2. Common Usable Open Space Common Usable Open Space (“CUOS”) are indoor, outdoor, or partially enclosed spaces that provide an amenity, gathering spaces, or recreational area for a neighborhood or parcel. Required CUOS shall be permitted to be calculated for the entire parcel or project when adjoining parcels are planned together and not separated by a public street. Common useable open space shall not be counted or allocated to a specific housing product when more than one housing product is planned in a parcel or project. CUOS may be comprised of passive (i.e., landscaping) and/or active features which may include, but are not limited to, any of the following spaces/amenities that serve more than one (1) residential unit and have not been counted as a PUOS: Amphitheater or performance space Balcony Co-working space Courtyard (exterior or interior) Game area Garden, community or otherwise Lawn area Outdoor kitchens Patio (shaded/roofed but unenclosed permitted) Play area/structure Plaza Pool, jacuzzi, soaking tub or other water feature Roof deck Page 47 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-10 April 2024 Seating area Shade structures CUOS shall meet following criteria: Within ¼ mile of the residences to be served. No dimension less than 10 feet may be located within a required setback. Recreational building(s), including clubhouse, gyms, etc. with amenities, services, and/or gathering spaces, shall count toward CUOS requirements. Generally level (< 5% grade) 3.E. ACCESSORY BUILDINGS, STRUCTURES AND USES Accessory uses and accessory buildings customarily appurtenant to a permitted use are allowed subject to the requirements of CVMC Section 19.58.020 (Uses: Accessory Buildings). For purposes of this document, attached and detached garages shall be considered an accessory structure. Attached and detached accessory buildings and structures (enclosed or open), except accessory dwelling units, shall meet all of the requirements for location of the main structure as constructed or required by the zone or as allowed by the building and fire code, whichever is less restrictive. Such accessory buildings shall not be allowed to encroach into required street setbacks, except as otherwise permitted herein: a) Detached accessory buildings may be located consistent with building and fire codes and shall not encroach into any fuel modification zones. b) Open structures shall be permitted in any location, except they shall not encroach into required public street setbacks. c) Architectural features which constitute non-usable floor space such as fire places, media niches or book shelf areas on exterior walls, eaves, awnings, chimneys, balconies, stairways, wing walls, etc. be subject projection allowances per the building and fire code. 3.F. ACCESSORY DWELLING UNIT (“ADU”) ADUs shall be subject to CVMC Section 19.58.022, Accessory Dwelling Units. Page 48 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-11 April 2024 3.G. RECIPROCAL USE EASEMENTS Reciprocal use easements, including ‘zero setback’ conditions are permitted on all building configurations. Buildings may be plotted as follows consistent with building and fire code standards: a) Zero Lot: One building is plotted directly on a side or rear lot line with zero setback ("zero lot line”), to allow the neighboring lot a larger private side yard space. A reciprocal use easement RUE”) is granted for drainage and allows the property owner limited access to maintain building walls, foundations, and drainage facilities when required. (See Exhibit 4.) b) RUE Lot: Buildings are plotted with conventional setbacks from side or rear lot line but fencing is constructed and an RUE is granted to allow the benefitting property owner utilization of the adjacent lot’s side yard as private yard space. This configuration may be more desirable than a zero-lot configuration for fire rating of walls in construction. (See Exhibit 4.) Exhibit 4: Zero Lot Line/RUE Configuration Page 49 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-12 April 2024 3.H. HEIGHT EXCEPTIONS Height regulations, exceptions and encroachments are permitted subject to this section. The following shall apply to all Multi-family Residential zoning districts: a) Height limitations specified within this SPA shall not apply to spires, belfries, cupolas, clock towers, domes, monuments, weather vanes, windmills, chimneys, flagpoles, parapet walls extending not more than four (4) feet above the limiting height of the buildings, elevator shafts, stairwells accessing roofs and other similar architectural elements. b) Height limitations shall also not apply to places of public assembly in churches, schools and other permitted public and semi-public buildings, provided that these uses are located on the ground floor of such buildings. c) Height limitations shall also not apply to appurtenances such as fire and hose towers, distribution and transmission towers, lines and poles, water tanks, masts and aerials, cellular towers, and mechanical equipment. d) Mezzanine floors shall not be counted as a story when determining building height. e) Height exceptions and encroachments must be implemented in conformance with applicable building code requirements. 3.I. PERMITTED BUILDING ENCROACHMENTS AND PROJECTIONS Encroachments or projections into building setbacks from public right-of way, building separations, and/or public right-of-way are permitted subject to this section. The following shall apply to all Multi-family Residential zoning districts: a) All above and below ground encroachments into the Public right-of-way shall require an Encroachment Agreement. Site Plan Review shall provide evidence to the satisfaction of the Zoning Administrator and City Engineer that public safety will not be jeopardized or can be mitigated by the encroachment. b) Projections and building undulations shall be permitted consistent with the applicable building and fire code. Projections and undulations shall be identified on architectural plans and code standards called out. c) Encroachments shall not conflict with public utilities, Village Pathways, and Regional Trails. Where necessary, utility easements may be reduced or expanded to accommodate utility infrastructure. d) Buildings shall not encroach into intersection CVMC Section 12.12.120, Vision Clearance – Intersection Requirements. e) “Outdoor living spaces” include cantilevered balconies, walled and/or raised courtyards, porches, stoops and California Rooms are all permitted to encroach into building separations as long as they comply with building and safety codes. f) Subterranean parking structures shall be permitted to extend into the public right-of-way directly under the sidewalk/Village Pathway/parking up to the back of the curb. Such structures shall not interfere with public utilities. Page 50 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-13 April 2024 3.J. MULTI-FAMILY DISTRICT PERFORMANCE STANDARDS 3.J.1. Utilities a) All utility connections shall be designed to coordinate with the architectural elements of the site so as not to be exposed to public view except where required by the utility provider. b) Pad mounted transformers and/or meter box locations shall be included in the site plan. Appropriate screening treatment such as berms, walls, and/or landscaping shall be used to screen utility appurtenances from public view to the greatest extent possible, as approved by each utility provider. c) Power lines and cables, except for temporary use, shall be installed underground. d) Utility vaults shall be placed within public rights-of-way to the greatest extent practical. e) Underground utilities may be installed in common open space areas if they do not impact use of the open space area. 3.J.2. Noise All uses shall comply with the provisions of CVMC Chapter 19.68, Performance Standards and Noise Control. As a matter of practice, the City of Chula Vista also implements the noise compatibility guidelines and CNEL thresholds of the City of San Diego. 3.J.3. Energy Conservation a) Buildings shall be located on the site to provide adjacent buildings with adequate solar access, when practical b) Buildings shall be designed in accordance with the Village 8 East Non-renewable Energy Conservation Plan c) Buildings shall be designed to comply with the Village 8 East Air Quality Improvement Plan 3.J.4. Parking, Loading and Storage In addition to the standard of Chapter 8. Parking Regulations, the following shall apply to all residential zoning districts. a) Required parking shall be permitted to be calculated for the entire parcel or entire project when adjoining parcels are planned together and not separated by a public street. Unassigned and guest parking spaces shall not be counted or allocated to a specific housing product when more than one housing product is planned in a parcel or project. b) No motorized or non-motorized vehicles shall be parked, stored, or kept in the street setback or front yard, except in the driveway or on a paved area adjacent to the driveway. c) No storage or display of vehicles for sale by a motor vehicle dealer is permitted in a residential driveway or on a residential street. d) Recreational vehicles (including campers, boats, and trailers) shall only be parked in designated areas that are fully screened from view of the public street. e) Loading activities shall be located and operated so that they do not disturb neighboring Page 51 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 3. Multi-Family Residential Districts 3-14 April 2024 residents. f) Loading activities shall be located and operated so that they do not conflict with vehicle movements on public streets. g) Storage areas shall be screened from public view. 3.J.5. Access Reciprocal ingress and egress, circulation, and parking arrangements shall be required to facilitate the ease of vehicular movement between adjoining parcels. 3.J.6. Common Facilities a) Conveniently located common laundry facilities shall be provided for units which do not have individual hook-ups. b) Conveniently located and well-screened collective enclosures for trash and recyclables shall be provided for all dwelling units, unless provided for each unit. c) Mailbox kiosks shall be conveniently located and distributed pursuant to the requirements of the United States Postal Service. 3.J.7. Hazardous Materials Hazardous Materials shall be subject to CVMC Chapter 8.34 Regulation of Hazardous Materials. 3.J.8. Storm Water All development shall be reviewed and required to conform to the Development and Redevelopment Projects Storm Water Management Standards/Requirements of the City of Chula Vista. Page 52 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 4. Village Core Zoning District Page 53 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 54 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-1 April 2024 4. VILLAGE CORE ZONING DISTRICT 4.A. PURPOSE The Village Core area is intended to function as the social, commercial and activity center for the village as mandated in the Otay Ranch GDP. In order to serve this function, a broad range of uses are permitted to enable living in a setting that may include single use or combined uses such as residential, commercial, public and quasi-public, and stand-alone commercial uses. The Village Core District is included in the Planned Community District Regulations to achieve the following: Provide areas for office, retail and service establishments offering commodities and services required by residents of the village. Protect village core properties from noise, odor, smoke, unsightliness and other objectionable influences incidental to commercial uses. Provide an opportunity for a mix of uses and quasi- public community support facilities. Encourage commercial and residential uses concentrated for the convenience of the public and for a more mutually beneficial relationship to each other. Provide adequate space to meet the needs of modern commercial activity, including off-street parking and loading areas. Promote high standards of site planning, architectural and landscape design for office and commercial developments within the City of Chula Vista. 4.B. PERMITTED AND CONDITIONAL USES The Village Core (“VC”) zoning district is designed to encourage a broad mix of uses to enable the provision of neighborhood goods and services. Uses may be combined on a single parcel or within a single building or combination of buildings, in a horizontal or vertical configuration. Horizontal configurations may include more than one use side by side in a building or single uses in adjacent separate buildings. While a mix of uses is allowed within the VC zoning district, each parcel is not required to include more than one use. Parcels, buildings and projects within the VC zoning district shall be permitted to be single use that may or may not include non-residential components or a mixed of permitted uses in any horizontal or vertical configuration. The Site Utilization Plan for Village 8 East allocates 20,000 square feet of non-residential uses to the Village Core per Table 4: Permitted and Conditional Use Matrix – Village Core; however, any one parcel or project shall not be required to include a minimum amount of non-residential uses. Page 55 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-2 April 2024 The matrix of land uses on the following pages indicates the relative permissive status using the following symbols: P” = Permitted C” = Conditional Use Permit A use not listed in Table 4: Permitted and Conditional Use Matrix shall be subject to a use determination by the Zoning Administrator to determine substantial conformance with the purpose, intent and goals of this SPA Plan. Table 4: Permitted and Conditional Use Matrix – Village Core Use VC Applicable Regulations Office Art/photography/music/maker studio P Banks & Financial institution or office P Business professional, sales and services office P Educational or University offices or supportive uses P Medical, dental & health services (all types and practices including urgent care) P Pharmacy associated with medical, dental or health services P Telework, co-working spaces, and similar uses P Veterinary Clinic/Animal Hospital (small animals only) P Parking garage or lot/shared parking facility P Personal Services Beauty, barber, salon, tanning establishments (and similar services), day spa P Dance / Physical Fitness studio or health club, or similar P Dry cleaner storefront (off-site processing only/no perchloroethylene) P Laundry/coin-operated service P Massage Therapy P CVMC 5.36 Palm/Psychic Reading Service P Personal Services P Tailor/Seamstress/Shoe Repair P Tattoo Parlor / Body Modification P General Retail and Service Commercial Uses Art gallery / Library / Museum / Exhibition Space P Arcade and electronic games P CVMC 19.58.40 Bakery / Candy / Confectioner / Deli P Bar/Cocktail Lounge (with or without live entertainment) P CVMC 19.58.075 & 5.26 Bicycle sales and repair P Carwash P CVMC 19.58.060 Catering establishment P Certified Farmers’ Market (temporary use) P CVMC 19.58.148 Commercial recreation (billiard/pool hall/batting cages/bowling alley/card room/similar) P CVMC 19.58.040 Equipment rental (enclosed in building) P Page 56 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-3 April 2024 Use VC Applicable Regulations Gasoline service station P CVMC 19.58.280 (throughput less than 3.6 million gallons/year) General retail sales and services (enclosed in building) i.e., Jewelry, Sporting Goods, Music, Home Goods, Bookstore, Camera and Video, Toys, Office Supplies, Gifts, Clothing New), Art and Art Supply Store, Department Store, Fabric and Craft Store, Furniture Store, Super Market, Grocery, etc. P In an enclosed building; excludes lumber Hotel or motel P CVMC 19.58.210 Kiosk / Mobile Units P Mobile Food Facilities P CVMC 19.58.440 Outside Sales and Display – permanent and temporary excluding outdoor storage) P CVMC 19.58.370 Outdoor seating and dining, with or without alcohol P Pet Day Care/Pet Hotel C CVMC 19.58.190 Pet store/Pet Grooming P Restaurant, Sit Down or Take Out with or without alcohol and or live entertainment P Reverse Vending Machine P Sale of Alcohol/Liquor Store C Social or Fraternal Organizations P CVMC 19.58.100 Theater (Motion Picture/Independent File/Live Performance) P Other Uses Ambulance/Emergency Services P CVMC 19.58.110 & 19.58.245 Animal Hospital P CVMC 19.58.050 Broadcasting/Recording Studio P Day Care Facility (Commercial) P Family day care home, small or large P Educational Tutoring Facility P Fire/Police Station P Mini-storage, public storage P Fully enclosed, not adjacent to a Pedestrian-Oriented Street’ per the VDP Private or Public School/Educational Facility P Public Agency or Educational Facility P Religious or Spiritual Institution C CVMC 19.58.110 Temporary Uses as prescribed in Section 4.B.1 P/C Unclassified uses C CVMC 19.54 Water Quality Basin P Recreational Facilities Athletic Fields and Sport Courts P Trails & Associated Signage P Community garden P Community Center/Recreation Center (public or private) P CVMC 19.58.100 Community Purpose Facilities P Parks/Playgrounds and open space (public or private) P Picnic Areas, Benches, Barbecue Facilities P Swim Center / Community Pool (public or private) P Trails, trail amenities and pedestrian connections (public-P Page 57 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-4 April 2024 Use VC Applicable Regulations accessible or private) Accessory Uses P Residential Uses Accessory Dwelling Units P Active Adult (market rate) P Assisted Living/Nursing Home/Convalescent Home P CVMC 19.58.110 Group Residence (Dormitories, Boarding Houses, etc.) P Home Occupation P Duplex or Triplex Dwelling (all configurations) P Mixed-use residential P Multi-Family units (4 units or more, all configurations) P Residential Facility C CVMC 19.58.268 Senior Housing (market rate and restricted) P CVMC 19.58.390 Single-Room Occupancy P CVMC 19.58.265 Townhouse, Apartment, or other attached dwelling (all configurations) P 4.C. TEMPORARY USES 4.C.1. Construction and Sales The following temporary buildings, structures and uses shall be permitted during construction and residential unit sales with the location of use subject to approval of the Zoning Administrator. All temporary structures associated with residential sales and construction shall be removed no later than 60 days after the sale of the last residential unit. a) Contractor’s Office and/or Storage – Temporary structures including the housing of tools and equipment or that contain supervisory offices used in connection with construction projects. b) Temporary Recycling of Construction Materials – Demolition materials to be reused as part of the construction process, subject to the conditions as may be imposed by the tentative tract map approval and/or the development agreement. c) Temporary Tract/Sales Office/Pavilion – Temporary tract sales pavilion within a commercial mobile home until a model home becomes available for use as a sales office and, as a permitted temporary use, shall not require a conditional use permit. d) Model Homes – Model homes, their garages, parking lots, and private recreation facilities are temporary uses and may be used as offices for the first sale of homes within a recorded tract and subsequent similar tracts utilizing the same architectural designs, subject to the regulations of the City of Chula Vista governing said uses and activities. As permitted temporary uses Model Homes or complexes shall not require a conditional use permit. 4.C.2. Permitted throughout SPA Plan Area The following temporary buildings, structures, and uses shall be permitted throughout the life of the SPA development with the location of use subject to approval of the Zoning Administrator: Page 58 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-5 April 2024 a) Carnivals, Fairs, and Festivals – Temporary carnivals, fairs, and festivals shall be permitted subject to Zoning Administrator approval and the provisions of CVMC Section 19.58.042. b) Seasonal Sales – Outdoor seasonal sales including Christmas tree lots, pumpkin patches, and similar uses shall be permitted subject to Zoning Administrator approval. c) Certified Farmers Market – Shall be subject to the provisions of CVMC Sections 19.58.148 and 19.54; shall not require a Conditional Use Permit. Events on private property shall be at the discretion of the Master Developer or Assignee. d) Special events in parks, CPF sites, parking lots and other common gathering spaces shall be permitted pursuant to a separate agreement between the Applicant and the City shall not require a Conditional Use Permit. Events on private property shall be at the discretion of the Master Developer or Assignee. 4.C.3. Interim Uses Crop farming, tree farming, and nurseries shall be permitted as interim uses in any zoning district, provided the area in which the use will occur has not been subdivided or plotted into any parcel less than one acre in size. Any buildings including but not limited to farm buildings, packing sheds, and greenhouses shall be permitted by-right. 4.D. VILLAGE CORE DEVELOPMENT STANDARDS 4.D.1. Design Goals, Principals, and Guidelines The Village Core property development standards are intended to implement specific design goals and principles established in the Otay Ranch GDP. The intent of the GDP village concept land use goals is to “produce a cohesive pedestrian friendly community that encourages non-vehicular trips and fosters interaction amongst residents.” To implement this goal, the land use policies encourage a pedestrian scale and a pedestrian friendly village environment. Village Core parcels must be designed to create a “walkable,” inviting environment, both within and outside the boundaries of the development. Pedestrian- oriented features may include orienting the front doors toward the public streets, thoughtful plotting of residential and non- residential uses to create quality relationships, plotting the buildings so garages are generally not visible from the public streets, integrating strong, well designed pedestrian connections to the public or commonly used streets and adjacent trail networks, providing well designed, inviting common usable open space areas and creating unique, yet compatible, architecture. The intent of these PC District Regulations is to fully implement these types of design features for every neighborhood within the Village. For further understanding of these goals, refer to the Village Design Plan and the Village Core Master Precise Plan(s). 4.D.2 General Standards The general standards found in this section are based on the Otay Ranch GDP. Where the Specific Standards listed below are silent on an issue, the Zoning Administrator is authorized to define a standard consistent with the Otay Ranch GDP, the Chula Vista General Plan, Zoning Ordinance, Design Manual and/or Landscape Manual, as may be appropriate. Page 59 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-6 April 2024 The Village Core zoning district shall be regulated by the development standards of Table 5: Village Core Property Development Standards, except as modified in the Village Core Master Precise Plan or through Minor Administrative Modifications. As development types and configurations evolve, these standards may be applied to a variety of building configurations consistent with building and fire code standards by building type and fire rating. An approved Village Core Master Precise Plan (“MPP”) shall be prepared and include all parcels within the Village Core zoning district prior to approval of the first Design Review Permit, as defined in Section 10.G.1 of these PC District Regulations, within the Village Core. This MPP shall be prepared in accordance with the Village 8 East SPA Plan, Village Design Plan and City standards. Projects within the Village Core will be evaluated based on substantial conformance with the intent of the MPP; updates to the MPP shall not be required. 4.D.3. Specific Standards In addition to the standards in this chapter, all development within the Village Core zoning district shall be consistent with the standards in Chapter 8. Parking Regulations, and Chapter 9. Comprehensive Sign Regulations. Development within the Village Core Zoning District shall not be subject to any City adopted multi-family or mixed-use design standards or guidelines and shall not be required to provide enclosed storage space for residential units. Standards not listed in Table 5 shall not be regulated in the Village Core zoning district; including but not limited to maximum lot coverage, minimum private yard size, building setbacks except as required by State building and fire codes, building setbacks from open space and accessory structure setbacks. Floor Area ratio shall not be applicable to residential development. Minor variations to the standards in Table 5 may be permitted subject to Minor Administrative Modification. Refer to Chapter 10. Implementation and Administration, for further information regarding processing requirements. Table 5: Village Core Zoning District Development Standards Standard(1) VC Zoning District Notes Minimum Density 18 du/ac. Calculated as total dwelling units per parcel or project area; shall not be calculated on a per-product/ home type basis Maximum Density 45 du/ac. Maximum Building Height(2) 60 feet See section 4.H. Height Exceptions Non-Residential Square Footage Maximum 20,000 sq. ft. Combined maximum for all VC parcels Minimum Lot Area N/A No minimum lot size Floor Area Ration (“FAR”) N/A FAR shall not be regulated Minimum Public Street Setbacks(2)(3) North of Main Street 5 feet(4) All setbacks are subject to CBC and CFC based on building type and fire rating South of Main Street 10 feet from toe of slope La Palmita Drive 7.5 feet(4) Savoria Parkway 3 feet(4) Via Palmero 5 feet(4) Calle Escuela 5 feet(4); 4 feet(4) for stoop conditions Page 60 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-7 April 2024 Standard(1) VC Zoning District Notes From Street to porch/ patio/courtyard walls 4 feet(4) Fences allowed at back of ROW/property line Minimum Private Drive / Private Drive Aisle Setbacks Building to Private Drive 4 feet Measured from back of sidewalk or parkway Garage Door to Private Drive 5 feet, or 17 feet Garage Door to Private Drive Aisle 3 feet; or 17 feet Building Separations Private Drive Aisle Dimensions 30 foot garage door to garage door; 24 foot building separation 2nd story and above. See Exhibit 5 Unless otherwise increased or decreased by CBC/CRC; see Section 4.I Permitted Building Encroachments & Projections All Other Building Separations Subject to CBC and CFC standards based on building design and fire rating Required Open Space(2)(5) Non-Residential Use None required Residential Uses Private & Common Open Space 200 sq. ft. of combined Private and Common Open Space per unit CUOS shall be within ¼ mile of the residences to be served PUOS Minimum Dimension 5 feet minimum width or depth; minimum of 40 sq. ft. CUOS Minimum Dimension 10 foot minimum dimension; no minimum sq. ft. requirement Required Off-Street Parking(2)(5) Attached & Detached Residential Per Unit Parking Covered space may be a garage or other covered space See section 4.J.3 and Chapter 8Studio1spaceperunit 1 and 2 Bedroom Units: 1.5 spaces per unit 1 covered assigned) 3 Bedroom Units: 2.0 spaces per unit (1 covered and assigned) + 0.25 unassigned space for each additional bedroom over 3 Guest Parking 1 space per 12 units Non-Residential In addition to the above, each commercial use shall provide parking consistent with current ITE standards, or as reduced through a shared parking plan with residential in any zone. 1) All standards are minimums unless otherwise noted. 2) Minor modifications to standards are permitted subject to Section 10.E Minor Administrative Modifications. 3) Only public street setbacks shall be regulated. Interior and rear property line setbacks shall not be regulated. Across interior property lines, building separations shall comply with State building and fire codes. Where two or more parcels are developed as a single project, setback shall not be applicable to the property line separating the two parcels; all building separations shall be regulated per building and fire codes. 4) Measured from back of ROW, setback is permitted within or to include ‘Landscape Buffer’ noted on the TM and SPA Plan. 5) Parking and common usable open space may be joint use facilities shared between parcels. Requirements are permitted to be calculated in aggregate across two adjoining parcels consistent with Section 4.E and 4.J.3. Page 61 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-8 April 2024 4.D.4. Site Planning Considerate planning for the Village is critical to creating an engaging neighborhood setting that promotes livability. All development in the Village Core zone is subject to the following: a) Parcels shall be planned to engage public streets with front doors, pedestrian pathways, plazas or gathering spaces, or active architecture (may be side-on conditions) consistent with the Village Design Plan. b) Parking, loading, and storage areas should be limited along ‘Pedestrian Oriented Streets’ frontage and shall be allowed to be located along streets that are not designated ‘Pedestrian Oriented Streets’ in the Village Design Plan. c) Private Drive Aisles shall be designed to provide a 24’ drive aisle and 30’ minimum clearance between garage doors. Planting between units is encouraged, wherever possible. See Exhibit 5a: Conceptual Village Core Private Drive Aisle. Exhibit 5a: Conceptual Village Core Private Drive Aisle Page 62 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-9 April 2024 d) Private typical lot and/or building drainage swales shall be designed in accordance with the current Building Code used by the City of Chula Vista unless otherwise modified based on site-specific geotechnical recommendations, as approved by the Building Official. Exhibit 5b: Typical Building Drainage Swale Detail depicts the typical drainage swale design utilized throughout Otay Ranch. Exhibit 5b: Typical Building Drainage Swale Detail 4.E. OPEN SPACE STANDARDS Private and common usable open space, for residential units, shall be provided consistent with Table 5: Village Core Zoning District Development Standards for development within the Village Core that includes residential units. A total of 200 square feet of combined Private and Common Usable Open Space is required per unit. 4.E.1. Private Usable Open Space Private Usable Open Space (“PUOS”) may include, but shall not be limited to, the following types of spaces. Stoop Porch Balcony Roof deck Courtyard (exterior or interior) California Room Outdoor kitchens Page 63 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-10 April 2024 Patio (shaded/roofed but unenclosed permitted) Pool, jacuzzi, soaking tub or other water feature for a single unit PUOS shall meet the following criteria: a) PUOS shall not be regulated by location; inclusion of these types of spaces on any floor of a building, where minimum dimensions are met, shall qualify. b) All PUOS features may be located on any elevation to qualify as long as the minimum dimensions are met. Dimensions are considered to be free of footing, railing, or encroachments; all usable space shall be counted, door swing areas shall not be considered encroachments. c) PUOS shall meet the following requirements: Generally level (< 5% grade) PUOS may be located within a required setback Street setback areas landscaped and/or hardscaped spaces d) Non-residential uses and components of buildings or parcels containing a mix of uses residential and non-residential) shall not be required to provide PUOS. 4.E.2. Common Usable Open Space Common Usable Open Space (“CUOS”) may be indoor, outdoor or partially enclosed spaces that provide a developed amenity, gathering space or recreational area for a neighborhood or parcel. Required common useable open space shall be permitted to be calculated for the entire parcel or entire project when adjoining parcels are planned together and not separated by a public street. Common useable open space shall not be counted or allocated to a specific housing product type when more than one housing product type is planned in a parcel or project. CUOS may be comprised of passive (landscaping) and/or active features which may include, but is not limited to any of the following that serve more than one (1) unit and has not been counted as a PUOS: Amphitheater or performance space Balcony Co-working space Courtyard (exterior or interior) Game area Garden, community or otherwise Lawn area Outdoor kitchens Patio (shaded/roofed but unenclosed permitted) Play area/structure Plaza Pool, jacuzzi, soaking tub or other water feature Roof deck Seating area Shade structures Page 64 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-11 April 2024 CUOS shall meet following criteria: a) Within ¼ mile of the residences to be served; b) No dimension less than 10 feet may be located within a required setback. c) Recreational building(s) with amenities, services, and/or gathering spaces shall count toward CUOS. d) Generally level (< 5% grade) e) Non-residential uses and components of mixed-use building or parcels shall not be required to provide CUOS. 4.F. ACCESSORY BUILDINGS, STRUCTURES AND USES Accessory uses and accessory buildings customarily appurtenant to a permitted use are allowed subject to the requirements of CVMC Section 19.58.020 Uses: Accessory Buildings. For purposes of this document, attached and detached garages shall be considered an accessory structure. Attached and detached accessory buildings and structures (enclosed or open), except ADUs, shall meet all of the requirements for location of the main structure as constructed or required by the zone or as allowed by the CBC, RBC and CFC, whichever is less restrictive. Such accessory buildings shall not be allowed to encroach into required street setbacks, except as otherwise permitted herein: a) Detached accessory buildings may be located consistent with the CBC, RBC, and CFC, and shall not encroach into any fuel modification zones. b) Open structures shall be permitted in any location, except they shall not encroach into required public street setbacks. c) Architectural features which constitute non-usable floor space such as fire places, media niches or book shelf areas on exterior walls, eaves, awnings, chimneys, balconies, stairways, wing walls, etc. be subject to projection allowances per the CBC, RBC and CFC. 4.G. ACCESSORY DWELLING UNITS ADUs shall be subject to the CVMC Section 19.58.022 Accessory Dwelling Units. 4.H. HEIGHT EXCEPTIONS Height regulations, exceptions and encroachments are permitted subject to this section. The following shall apply to the Village Core zoning district: a) Height limitations specified within this SPA shall not apply to spires, belfries, cupolas, clock towers, domes, monuments, weather vanes, windmills, chimneys, flagpoles, parapet walls extending not more than 4 feet above the limiting height of the building s, elevator shafts, stairwells accessing roofs and other similar architectural elements. b) Height limitations shall also not apply to places of public assembly in churches, schools and other permitted public and semi-public buildings, provided that these uses are located on the ground floor of such buildings. c) Also including appurtenances such as fire and hose towers, distribution and transmission Page 65 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-12 April 2024 towers, lines and poles, water tanks, masts and aerials, cellular towers, and mechanical equipment. d) Mezzanine floors shall not be counted as a story when determining building height. e) Height exceptions and encroachments must be implemented in conformance with applicable building code requirements. 4.I. PERMITTED BUILDING ENCROACHMENTS AND PROJECTIONS Encroachments into building setbacks from public right-of-way, building separations, and/or public right-of-way are permitted subject to this section. The following shall apply to the Village Core zoning district: a) All above and below ground encroachments into the Public right-of-way shall require an Encroachment Agreement. Design Review shall provide evidence to the satisfaction of the Zoning Administrator and City Engineer that the public safety will not be jeopardized or can be mitigated by the encroachment. b) Projections and building undulations shall be permitted consistent with the applicable building and fire code. Projections and undulations shall be identified on architectural plans and code standards called out. c) Encroachments shall not conflict with public utilities, Village Pathways, and Regional Trails. Where necessary, utility easements may be reduced or expanded to accommodate utility infrastructure. d) Buildings shall not encroach into intersection visibility triangle setbacks for corner conditions as defined in CVMC Section 12.12.120, Vision Clearance - Intersection Requirements. e) “Outdoor living spaces” include cantilevered balconies, walled and/or raised courtyards, porches, stoops and California Rooms are all permitted to encroach into building separations as long as they comply with building and safety codes. f) Encroachments for first floor awnings: An awning adjacent to a commercial use on the first floor may extend into the public right-of-way/adjacent pedestrian corridor, subject to an Encroachment Agreement. g) Subterranean parking structures shall be permitted to extend into the public right-of-way directly under the sidewalk/Village Pathway/parking up to the back of the curb. Such structures shall not interfere with public utilities. 4.J. PERFORMANCE STANDARDS 4.J.1. Utilities a) All utility connections shall be designed to coordinate with the architectural elements of the site so as not to be exposed to public view except where required by the utility provider. b) Pad mounted transformers and/or meter box locations shall be included in the site plan with an appropriate screening treatment such as berms, walls, and/or landscaping as approved by each utility provider. Page 66 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-13 April 2024 c) Power lines and cables, except for temporary use, shall be installed underground. d) Utility vaults shall be placed within public rights-of-way to the greatest extent practical. e) Underground utilities may be installed in common open space areas if they do not impact use of the open space area. 4.J.2. Noise All uses shall comply with the provisions of CVMC Chapter 19.68, Performance Standards and Noise Control. As a matter of practice, the City of Chula Vista also implements the noise compatibility guidelines and CNEL thresholds of the City of San Diego. 4.J.3. Energy Conservation a) Buildings shall be located on the site to provide adjacent buildings with adequate solar access, when practical b) Buildings shall be designed in accordance with the Village 8 East Non-renewable Energy Conservation Plan c) Buildings shall be designed to comply with the Village 8 East Air Quality Improvement Plan 4.J.4. Parking, Loading And Storage In addition to the standard of Chapter 8. Parking Regulations, the following shall apply to all Village Core zones. a) Required parking shall be permitted to be calculated for the entire parcel or entire project when adjoining parcels are planned together and not separated by a public street. Unassigned resident and guest parking spaces shall not be counted or allocated to a specific housing product when more than one housing product is planned in a parcel or project. b) No motorized or non-motorized vehicles shall be parked, stored, or kept in the street setback or front yard, except in the driveway or on a paved area adjacent to the driveway. c) No storage or display of vehicles for sale by a motor vehicle dealer is permitted in a residential driveway or on a residential street. d) Recreational vehicles (including campers, boats, and trailers) shall only be parked in designated areas that are fully screened from view of the public street. e) Loading activities shall be located and operated so that they do not disturb neighboring residents. f) Loading activities shall be located and operated so that they do not conflict with vehicle movements on public streets. g) Storage areas shall be screened from public view. 4.J.5. Access Reciprocal ingress and egress, circulation, and parking arrangements shall be required to facilitate Page 67 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Village Core District 4-14 April 2024 the ease of vehicular movement between adjoining properties. Common Facilities a) Conveniently located common laundry facilities shall be provided for units which do not have individual hook-ups. b) Conveniently located and well-screened collective enclosures for trash and recyclables shall be provided for all dwelling units, unless provided for each unit. c) Mailbox kiosks shall be conveniently located and distributed pursuant to the requirements of the United States Postal Service. 4.J.6. Hazardous Materials Hazardous Materials shall be subject to CVMC 8.34 Regulation of Hazardous Materials. 4.J.7. Storm Water All development shall be reviewed and required to conform to the Development and Redevelopment Projects Storm Water Management Standards/Requirements of the City of Chula Vista. Page 68 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 5. Open Space and Parks Zoning Districts Page 69 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 70 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Open Space and Parks Districts 5-1 April 2024 5. OPEN SPACE AND PARKS ZONING DISTRICTS 5.A. PURPOSE The Parks (“P”), Open Space (“OS”) and Open Space Preserve (“OSP”) zoning districts are intended for natural open space areas, manufactured/developed open space areas, landscaping, recreation and public uses within the SPA Plan area. There is no lot size requirement or other size limitation in the P, OSP and OS zoning districts. The OS and P districts are included in the Planned Community District Regulations to achieve the following purposes: Provide focal points for community and neighborhood activities. Provide for sustainable public/quasi-public and recreational uses. Provide recreation and public use opportunities, such as trails and pathways. The OSP district is exclusively for the MSCP area to achieve the following purposes: Promote natural community linkages among Otay Ranch villages and the University. Preserve, enhance and manage natural resources. Preserve vistas and conserve viewpoint areas for the enjoyment of future generations. Establish edges to help define communities. Promote public health and safety. 5.B. PERMITTED & CONDITIONAL USES Park spaces in Village 8 East may be privately owned, operated and maintained consistent with the Village 8 East Parks Agreement and/or Development Agreement. Private operators and public or private special events by reservations and/or leases shall be permitted in the neighborhood park and community park within Village 8 East. Any recreation center (including buildings or roof structures of any kind) within a park in Village 8 East shall qualify as eligible for sale or serving of alcoholic beverages pursuant to CVMC 2.66.040. Parks and recreational facilities within Village 8 East that are privately owned and maintained shall be permitted to host temporary events, including events that allow sale or solicitation for sale of merchandise, food and beverages. Vending vehicles, including but not limited to mobile food trucks, shall be allowed on privately owned and maintained park property and the streets adjacent to such property pursuant to CVMC 19.58.440. Other use allowances, restrictions, or CVMC exemptions are addressed in a separate agreement between the applicant/developer and the City. Active recreation uses are permitted within the Open Space Preserve designated areas, consistent with the Otay Ranch GDP and Chula Vista MSCP Subarea Plan. Page 71 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Open Space and Parks Districts 5-2 April 2024 The matrix of land uses below indicates the relative permissive status using the following symbols: P” = Permitted. C” = Conditional Use Permit N” = Use Not Permitted. A use not listed shall be subject to a use determination by the Zoning Administrator to determine substantial conformance with the purpose, intent and goals of this SPA Plan. Table 6 : Permitted and Conditional Use Matrix – Open Space and Parks Districts 1 Essential public facilities permitted per requirements of Chula Vista MSCP Subarea Plan, including planned and future facilities. Schools, Libraries, public works facilities, cultural arts and other civic uses are considered non -utility uses and are not permitted. 2 Subject to the Otay Ranch Resource Management Plan and Chula Vista MSCP Subarea Plan requirements. The Chula Vista Greenbelt Trail located within the OSP Zoning District is a multi-use trail that accommodates pedestrian, bicycle and equestrian use. 3Permitted consistent with separate agreement between the Applicant and the City. 4Limited to OS-7 in conjunction with trails and/or publicly accessible open space. ZONING DISTRICT Use P OS(2) OSP Agricultural Uses All types of horticulture P P N Arboreta - horticultural garden P P N Agricultural corps P P N Community gardens P P N Public and Semi-public Uses Bicycle and Pedestrian Trails and Associated Signage P P P2 Active Recreation P N P2 Essential public services, including but not limited to: schools, libraries, museums, public libraries, public works facilities, cultural arts, interpretive centers and other civic uses(1) P N N Facilities per Parks, Recreation, Open Space and Trails Master Plan P P N Commercial Recreation(3) P N P2 Sale of merchandise, food and beverages(3) P N N Unclassified uses N P(4) N Water Quality/Detention Basins P P P2 Temporary uses P N N Special events P P(4) N Incidental concessions P P(4) N Page 72 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Open Space and Parks Districts 5-3 April 2024 5.C. PROPERTY DEVELOPMENT STANDARDS 5.C.1. Site Planning All development proposals in the Open Space and Park Districts shall be reviewed on a case-by- case basis to determine appropriate buffering and setbacks. All permanent signs, including any required signs (such as monument and dedication signage, etc.), shall be included in the review and specifically approved. Neighborhood and community-level signs included in the Village 8 East SPA Plan shall be permitted in areas designated in the SPA Plan. Chula Vista Greenbelt Trail signage shall meet the requirements of the Greenbelt Master Plan. 5.C.2. Landscaping All landscaping shall meet the requirements of the City of Chula Vista Landscape Manual and the Chula Vista Landscape Water Ordinance. 5.C.3. Accessory Uses & Buildings Accessory uses and accessory buildings customarily appurtenant to a permitted use are allowed subject to the requirements of Chapter 19.58 CVMC (Uses). 5.D. PERFORMANCE STANDARDS All uses in the Open Space and Parks zoning districts shall conform to the performance standards provided in CVMC Chapters 19.66 (Uses: Performance Standards) and 19.68 (Uses: Performance Standards and Noise Control) and other pertinent City ordinances and policies. 1) Hiking and biking trails and related facilities, including signage, are permitted within the P and OS zoning districts; and are permitted, subject to Administrative Approval, in the OSP zoning district. 2) All uses within the “P” zoning district shall be subject to compliance with the following: Village 8 East SPA Plan, Chapter V, Parks, Recreation, Open Space and Trails Master Plan The final park design pursuant to a separate agreement between the Applicant and the City. Signage shall be provided in areas adjacent to the MSCP to the satisfaction of the Development Services Director and/or Preserve Owner Manager. Page 73 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 5. Open Space and Parks Districts 5-4 April 2024 Page Intentionally Left Blank Page 74 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 6. Community Purpose Facility Zoning District Page 75 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 76 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 6. Community Purpose Facility District 6-1 April 2024 6. COMMUNITY PURPOSE FACILITY ZONING DISTRICT 6.A. PURPOSE CVMC Section 19.04.055 (Definitions: Community Purpose Facility) defines “Community Purpose Facility” as “…a structure or site for certain non-profit assembly, or recreation purposes, as well as ancillary uses such as a parking lot within a planned community.” The Village 8 East Community Purpose Facility (“CPF”) obligation shall be partially satisfied through a private recreation facility designated CPF site within the CPF zoning district. The balance of the CPF obligation shall be satisfied pursuant to a separate agreement between the Applicant and the City of Chula Vista. Alternative Compliance is subject to the discretion of the Development Services Director. An alternative compliance mechanism (e.g. providing square footage within a building that will accommodate CPF uses or constructing a facility for CPF uses) may be approved, provided such alternative mechanism meets all the requirements of CVMC Section 19.48.025. 6.B. PROPERTY DEVELOPMENT STANDARDS All development in the CPF zoning district shall be regulated by the standards of Table 7, except as modified through Minor Administrative Modification. Table 7: CPF Zoning District Property Development Standards Standard CPF Zoning District Maximum Building Height(1) 36 feet Setbacks (1) Per California building and fire code requirements; however, in no case shall a setback of more than 10 feet be required, except as required for compliance with California building and fire code Required Parking Not required for private recreation 1 Standards are subject to Section 10.E Minor Administrative Modifications. Page 77 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 6. Community Purpose Facility District 6-2 April 2024 6.C. PERFORMANCE STANDARDS 1) Setback areas adjacent to the public street shall be landscaped and/or hardscaped. All planting and irrigation shall be in accordance with the City’s Landscape Manual and the Landscape Water Conservation Ordinance. All landscaping shall be maintained in a healthy thriving condition, free from weeds, trash and debris. 2) All ground mounted mechanical equipment, including heating and air conditions units and trash receptacle areas, shall be completely screened from surrounding properties by a wall or fence, or shall be enclosed within a building. No material or equipment so screened shall have a height greater than the enclosing wall, fence or building. Structural and design plans for any screening required under the provisions of this section shall be approved by the Development Services Director. 3) All roof appurtenances including, but not limited to, air conditioning units, and mechanical equipment shall be shielded and architecturally screened from view from adjacent public streets and residential uses on adjacent parcels, to the greatest extent feasible. 4) All light sources shall be shielded in such a manner that the light is directed away from streets or adjoining properties. Illuminators should be integrated within the architecture of the building, wherever possible. 5) All utility connections shall be designed to coordinate with the architectural elements of the site so as not to be exposed except where required by utility providers. Pad mounted transformers and/or meter box locations shall be included in the site plan with an appropriate screening treatment. 6) No use shall be permitted which creates odor in such quantities as to be readily detectable beyond the boundaries of the site Page 78 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 7. Other Zoning Districts Page 79 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 80 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 7. Other Zoning Districts 7-1 April 2024 7. OTHER ZONING DISTRICTS 7.A. FUTURE DEVELOPMENT LOTS Properties within the Future Development (“FD”) zoning district are located east of SR-125. The development regulations and land uses proposed for properties designated FD will be established at the time of application. 7.B. CALTRANS LOTS Properties within the CALTRANS Lots (“CT”) zoning district are located west of SR-125 within the future SR-125 ROW. Upon completion of the CALTRANS Right-of-way Decertification Process, the CALTRANS Lots will be deeded by the Applicant to CALTRANS. There are no land uses assigned to these areas. Page 81 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 82 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 8. Parking Regulations Page 83 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 84 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 8. Parking Regulations 8-1 April 2024 8. PARKING REGULATIONS 8.A. PURPOSE All regulations set forth in this section are for the purpose of providing convenient parking spaces for vehicles. These parking requirements are to be considered as the minimum necessary for such uses permitted by the respective zoning district. The intent of these regulations is to provide adequately designed parking areas with sufficient capacity and adequate circulation to minimize traffic congestion and promote public safety. It shall be the responsibility of the developer, owner or operator of the specific use to provide and maintain adequate parking. 8.B. GENERAL PROVISIONS All parking shall be provided as specified by the applicable building configuration. Additional parking standards are identified in Table 8: Parking Standards and as follows: Table 8: Parking Standards Standard All Zones Notes Driveway Apron (Private Drive Aisle) 3 feet minimum or 17 feet or greater Dimensions between 3 feet and 17 feet prohibited Driveway Apron (from public street) Prohibited Private driveways shall not take access from public streets Single Residential Garage / Carport Space 10 feet wide x 20 feet deep Free of any obstructions Tandem Garage counts as 2 spaces) 10 feet wide x 40 feet deep Free of any obstructions Non-Residential Parking Space 9 feet wide x 19 feet deep Spaces with a depth of 17 feet and 2 feet of overhang onto curb are permitted to fulfill this requirement. Wherever a 2-foot overhang occurs, a minimum 48-inch pedestrian walkway shall be maintained with minimal impacts to planting areas. Parallel Parking Space 23 feet x 9 feet Compact Parking Space 7.5 feet wide x 15 feet deep Compact spaces may be used to fulfill up to 25% of the required parking for commercial and unassigned attached residential spaces. Page 85 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 8. Parking Regulations 8-2 April 2024 8.C. RESIDENTIAL GARAGES AND DRIVEWAYS a) All garage doors shall be automatic roll up doors. b) All parking configurations are permitted including tandem, underground, interior car lifts (parking stacked vertically by mechanical device) and other innovative parking configurations designed to maximize space. All parking spaces that provide parking for a vehicle, including these configurations or similar configurations, shall count as one space toward required parking. c) Each parking space that meets the minimum dimension shall count as one space; tandem configurations shall count as two spaces. d) Parking spaces beyond those required per zone property development standards (garage, enclosed, covered, or unenclosed spaces) may be sized to accommodate standard cars, compact cars or Neighborhood Electric Vehicles (“NEVs”). 8.D. PRIVATE DRIVES & PRIVATE DRIVE AISLES a) Private Drives interior to RM-1 and RM-2 zoning districts shall be required to have, at minimum, a 4-foot sidewalk on one side and a 6-foot parkway on both sides. On-street parking along Private Drives is encouraged but not required; 6 foot wide parallel parking permitted. See Private Drive cross section in Village Design Plan b) All Private Drive Aisles shall be two way and have a minimum width of 24 feet clear for travel and fire access; see Exhibit 4. c) All parking spaces, drive approaches, and Private Drive Aisles shall be designed for adequate maneuverability with a minimum back-up distance of 24 feet. See Exhibit 4. 8.E. VEHICLE PARKING SPACES a) Parking spaces shall not obstruct access to other units or their designated parking space(s). b) Handicapped parking shall be provided in accordance with Title 24, California Handicap Accessibility Requirements. c) Parking spaces shall not obstruct sidewalks, trails, or other pedestrian corridors. d) Parking aisles shall meet the minimum widths specified in the City of Chula Vista Parking Table. 8.F. BICYCLE PARKING a) Bicycle parking located within buildings, garages or private yard spaces that are not accessible to the public shall be considered secure spaces and do not require additional security devices. All other bicycle parking shall be permanently anchored with the ability to secure both the wheels and the frame and shall meet the requirements of CalGreen. Page 86 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 8. Parking Regulations 8-3 April 2024 b) Bicycle parking facilities shall be located pursuant to the requirements of CalGreen and in highly visible areas to the greatest extent feasible in order to minimize theft and vandalism and encourage use. c) Bicycle parking shall be located to prevent parked bicycles from blocking sidewalks and other pedestrian corridors, maintaining a minimum of 4 feet for pedestrians to pass. d) Bicycle parking provided in garage spaces shall not encroach into required vehicle parking areas. 8.G. PAVING a) All off-street parking areas, including driveways and parking lots, shall be constructed with a durable and dustless surface. b) Porous paving is permitted for surface lots if properly engineered. c) All surface parking areas shall be designed in accordance with the Village 8 East SWQMP. 8.H. PARKING AREA LIGHTING a) Lighting shall be provided in all parking areas for safety. b) Lighting shall be designed to minimize light spillage onto adjacent properties. c) Lighting shall meet the requirements of CVMC Section 19.62.120 Parking Areas- Lighting Arrangements. 8.I. SURFACE PARKING LOT SCREENING AND LANDSCAPING a) Provide a minimum 5-foot setback with landscape and/or hardscape between parking lots and adjacent buildings. b) Provide a 6-foot minimum landscape buffer setback between parking areas and public streets. c) Any approved combination of planting, walls, and/or decorative features, which are visually compatible with the community aesthetic values, may be utilized to screen parking from public view. d) The total non-garage parking area shall be landscaped in accordance with the City’s Landscape Manual and Shade Tree Policy #576-19. e) All planting areas, walls, fences and services areas shall be separated from parking areas by one-foot horizontal concrete curb or step out consistent with City standards. 8.J. PARKING STRUCTURES a) Stand-alone above-ground parking structures are only permitted in the VC Zoning District. b) Subterranean parking structures are permitted in any zoning district provided they do not encroach into public rights-of-way. Page 87 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 8. Parking Regulations 8-4 April 2024 8.K. PARKING LOT AND PARKING STRUCTURE ACCESS a) Entries into parking lots and structures shall be designed to be convenient and easy to find through location and/or signage. b) Adequate vehicle stacking distance at entrances to paid or gated parking facilities shall be provided to reduce traffic impacts on adjacent public streets. The maximum driveway width along public streets is 24 feet. c) Parking lot/structure entry design, including stacking and secondary access, shall be reviewed at the site plan level. Page 88 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 9. Comprehensive Sign Regulations Page 89 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 90 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 9. Comprehensive Sign Regulations 9-1 April 2024 9. COMPREHENSIVE SIGN REGULATIONS 9.A. PURPOSE The purpose of these regulations is to establish a coordinated exterior signage program achieving a unified and cohesive overall appearance. Identity signage is a major factor in creating and preserving the character of Village 8 East. In addition to the requirements of this section, all signage shall comply with applicable portions of CVMC Sections 19.60.005-300,19.60.500 and 19.600-930. In instances where these regulations conflict with the CVMC, the regulations contained herein shall take precedent. Most signage will occur within the Village Core zoning district but there will be a need for additional identifying signs on multi-family neighborhoods and other uses located outside of the Village Core. The signage design of Village 8 East must be respectful of the surrounding area yet have a distinctive character that reflects the mix of uses and village setting. Signage within residential areas shall complement the adjacent architecture and surrounding neighborhood. All signage shall require a sign permit issued by the City of Chula Vista. 9.B. GENERAL SIGNAGE REQUIREMENTS High quality, imaginative and innovative sign design is encouraged. Each sign shall be proportional in size and scale to its location and designed to integrate with the surrounding site architecture through the selection of location, materials, style, color, details, and elements. Signs shall be subordinate to the overall building composition. Sign copy or content shall be brief, utilizing logos and symbols where possible. Coordinated sign programs are required for multiple tenant sites. Signs shall be constructed of permanent exterior sign materials (except for awnings). Signs shall be non-moving, stationary structures in all components. 9.C. MAJOR AND MINOR IDENTIFICATION The purpose of identification signs is to identify places such as neighborhoods and districts as well as specific tenants. There are typically three (3) different types of signs utilized for identification: 9.C.1. Freestanding Signs Freestanding signs are typically used to identify an entire community, neighborhood or site. Freestanding signs may be pylon or monument style. The sign structure shall be designed to incorporate similar architectural details, materials, and colors as the associated buildings or community. The following apply to all Freestanding Signs: a) Pylon signs are vertically oriented signs where the width of the sign panels shall not extend beyond the width of the architectural support elements. Single support (pole) signs are not allowed. Page 91 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 9. Comprehensive Sign Regulations 9-2 April 2024 b) Monument signs are low profile signs where the sign width is mounted on the ground as a solid architectural element. Monument signs shall be designed with the width of the base of the sign equal to or more than the width of the sign face. They shall be located within a landscape area whenever possible and the signs shall be in proportion to the size of the area where they are located. When used for major tenant identification in commercial areas, a single freestanding sign may display up to 6 individual tenant signs or 5 tenant signs and the name of the site along each street frontage. Individual tenant signs shall be uniform in size, with the exception made for a slightly larger site name or major tenant sign panel. The sign copy is the only part that is allowed to be illuminated. 9.C.2. Gateway Signs Gateway signs are signs that span pedestrian or vehicle travel ways to announce entry into special areas such as commercial districts, paseos, linear green courts, and shopping center entries. A minimum vertical clearance of 14 feet over vehicle travel ways and 10 feet over pedestrian travel ways is required. Gateway signs shall require an Encroachment Agreement. 9.C.3. Wall and Projecting Signs Typically, projecting signs, awnings, and wall and window graphics are used to identify individual tenants. They are especially effective in areas of high pedestrian traffic. a) Wall signs shall consist of individual letters attached to a building without visible supports or raceways. They shall be securely attached to the building while not obscuring the building’s ornamental features. b) Projecting or blade signs shall be placed perpendicular to the first floor building wall with a minimum vertical clearance of eight feet. In an arcade situation, the sign shall be hung from the ceiling. One blade sign will be allowed per business along each street frontage. Illumination shall be limited to external (spot lights) or decorative (gooseneck, etc.) types. Projecting signs shall be securely attached to the building fascia or canopy with an attractive and decorative support. c) Window signs are permanent signs placed directly on or behind the glass. Signage shall not cover more than 25% of the window area of each street frontage, excluding glass doors, or one square foot per one foot of frontage, whichever is less. One window sign is permitted per framed first floor window area of each street frontage. Illumination shall be limited to external (spot lights) or decorative (gooseneck, etc.) types. d) Awning signs are painted or printed directly onto a cloth, glass, or metal awning. Metal or glass awnings shall have a matte finish and fabric awnings shall be a solid color. Awnings shall be designed to project over doors and windows – not as a continuous feature extending over multiple windows, doors, and architectural piers. Shed style awnings without end panels are preferred. Limit signage awnings to business name, logo, and/or address numbers. Backlit awnings are not permitted. Page 92 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 9. Comprehensive Sign Regulations 9-3 April 2024 9.D. CHANGEAGE SIGNAGE The purpose of changeable signs is to identify uses, events, and activities that may change over time. All changeable signs shall also be required to obtain a sign permit. The following changeable signs are permitted: 9.D.1. Temporary Signs Temporary signage is used to identify and direct traffic to special events or specific products during construction and sales periods. These signs will be subject to sign permit approval for specified periods of time. Types of temporary signs include product identification signs, secondary directional signs, future facility signs, and flags. Paper, cardboard, Styrofoam, stickers, and decals are not acceptable forms of temporary signage. 9.D.2. Marquee Signs Marquee signs are typically used to provide information about current showings or events for theaters, casinos, ticket outlets, live entertainment uses, schools, and CPF. These types of signs will only be allowed within the Village Core Zone or at school and CPF sites. Marquee signs may be manual or electronic. 9.D.3. Pageantry Pageantry signage includes flags, kiosks, banners, and similar temporary or permanent (but changeable) elements. Pageantry signage is only permitted in the Village Core and shall be subject to approval of the Planning Director. The intent is to allow regular changes to the pageantry in terms of content for a variety of purposes including special events and other community information. Pageantry may be located within the right-of-way, within setbacks, or on private lots. a) Pageantry shall not conflict with public sidewalks. b) Pageantry shall not include flashing, flickering, rotating or moving lights. c) Pageantry shall be limited to locations identified by the Master Developer. d) Signs located within the public right-of-way shall require an Encroachment Agreement from the City of Chula Vista. The Encroachment Agreement shall include a signage program which complies with CVMC and SPA requirements. The program shall be managed by a responsible sign contractor and contain provisions for insurance, permit fees, bonds, and maintenance to the satisfaction of the Development Services Director/City Engineer. e) Flags and banners are not permitted as permanent signage but can be approved on a temporary basis with a special event permit. Page 93 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 9. Comprehensive Sign Regulations 9-4 April 2024 9.D.4. PORTABLE SIGNS Portable signs, including A-frame (sandwich board) and T-frame signs, are moveable, non- illuminated signs that are not attached to a structure or the ground and are used to advertise the location, goods, or services offered by an adjacent business. A Temporary sign permit is required for any portable sign. Portable signs on private property shall comply with the following standards: a) Only one portable sign shall be permitted for each storefront within the Village Core. b) Portable signs shall not exceed 4 square feet per side and shall not exceed 3 feet in height. c) Portable signs shall be located directly in front of the establishment it identifies and within ten (10) feet of the primary entrance; exceptions may be granted by the Zoning Administrator or his/her designee if warranted due to physical conditions of the site. d) Portable signs may only be placed outside during the hours of the establishment’s operation. e) Portable signs may be placed within front setbacks but shall not conflict with sidewalks, pathways, or trails; on-street parking; handicap accessible pathways; vehicle travel ways; or building entrances, exits, and fire escapes; signs shall not be placed in center medians. f) Portable signs shall not interfere with the sight distance of traffic passing the site, pursuant to the determination of the City Engineer. g) The design theme (color, fixed lettering style, font, symbols, and materials) shall be compatible with the establishment’s main identification sign. h) Signs shall be constructed of durable, rigid material such as wood, plastic, metal, or similar material and shall be stable and windproof. i) Signs shall be freestanding and shall not be affixed or secured in any way to other objects such as parking meters, trees, fire hydrants, railings, or other structures. Temporary portable signs in the public rights-of-way shall comply with CVMC 12.50 “Temporary placement of signs in designated portions of the public rights-of-way.” This section does not apply to real-estate open house signs, which shall be subject to the requirements of CVMC Section 19.60.600, Specialty signs. 9.E. DIRECTIONAL SIGNAGE Directional signs are used to guide visitors to specific destinations within a site such as parking or loading zones, individual tenants, etc. The project name may be located on the sign but be subordinate to the directional components. Vehicular directional signs shall have no more than 6 listings with arrows. All parking garages that serve more than one business or residential unit shall have illuminated signs identifying entrances. Page 94 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 9. Comprehensive Sign Regulations 9-5 April 2024 9.F. ILLUMINATION OF SIGNS Limit the use of Illuminated signs. Preferred lighting types are as follows: a) External or projected light source (spot light, pendant light, gooseneck). b) Individual letters with internal illumination or back lighting (channel letter, reverse channel letter). c) Cabinet or ‘can’ type signs with interior illumination will only be allowed if the face panels are opaque with a flat (as opposed to glossy or reflective) finish and it is part of a freestanding sign. d) Only constant, non-flashing lighting shall be allowed. e) Exposed neon is permitted for themed restaurants and other entertainment uses only and shall not be visible from outside the Village Core areas. f) Sign conduits, transformers, junction boxes, etc. must be concealed from view. Page 95 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 9. Comprehensive Sign Regulations 9-6 April 2024 Page Intentionally Left Blank Page 96 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 10. Implementation and Administration Page 97 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 98 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-1 April 2024 10. IMPLEMENTATION AND ADMINISTRATION 10.A. PURPOSE The purpose of this section is to define certain implementation and administrative procedures to provide clear instructions and notice to Village 8 East property owners and builders regarding permit and plan approvals. These PC District Regulations use the standard procedures provided in CVMC Chapter 19.14, except where special procedures are required or defined herein. The administration of the Village 8 East SPA Plan shall be as provided for in CVMC Section 19.48.090 et. seq. Whenever the provisions of these PC District Regulations conflict with or provide different rules, standards, or procedures from those in CVMC Titles 12 (Streets and Sidewalks), 18 (Subdivisions), or 19 (Zoning and Specific Plans), the provisions of these PC District Regulations shall prevail. On matters within those CVMC titles on which these PC District Regulations is silent, the existing CVMC titles shall apply and control. 10.B. AMENDMENTS Changes to the boundaries of the zoning districts shall be made by ordinance and shall be reflected on the official Village 8 East Zoning District Map as provided in Exhibit 2. Minor changes resulting from the approval of a tentative or final map shall be made to the Zoning District Map as an administrative matter. Approval of a zone change requires affirmative action following a public hearing by both the Planning Commission and City Council in accordance with the provisions of CVMC Chapter 19.12 (Legislative Zoning Procedure). 10.C. EFFECTS OF REGULATIONS The provisions of Chapter III, Multi-Family Residential Districts, Chapter IV Village Core Districts, Chapter V Open Space & Parks Districts, Chapter VI, Community Purpose Facility, Chapter VII Future Development District governing the use of land, buildings, structures, building setbacks, building height, performance standards and other provisions are hereby declared to be in effect upon and shall apply to all land included within the boundaries of each and every zoning district established by these PC District Regulations. 10.D. MULTIPLE APPLICATIONS When an applicant applies for more than one permit or other approval for a single development, the applications shall be consolidated for processing and shall be reviewed by a single decision maker or decision-making body pursuant to the requirements of CVMC Section 19.14.050. 10.E. MINOR ADMINISTRATIVE MODIFICATION The development standards herein are intended to promote quality development within Village 8 East. In order to support adaptability to development, design, and market standards, Minor Administrative Modifications to development standards may be permitted pursuant to this section. As identified in Table 9: Minor Administrative Modifications, specific property and development standards of each zoning district may be modified administratively by the Zoning Administrator. Minor Administrative Modifications shall be identified as part of the Design Review Permit Page 99 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-2 April 2024 Application for a parcel or project. 10.E.1. Minor Modification Requirements a) Upon determination by the Zoning Administrator that the modification(s), as authorized by Table 9: Minor Administrative Modifications, is consistent with the intent of the Village 8 East SPA Plan, the identified standards may be modified administratively through a Design Review Permit. b) The project description for the Design Review submittal shall include a description of any Minor Administrative Modification including the standard for modification, percent modification and applicable SPA Plan section references. c) The Minor Administrative Modification shall be submitted to the Master Developer for review and approval. The Master Developer Approval Letter shall include specific approval or denial of the requested Minor Administrative Modification. Table 9: Minor Administrative Modifications Applications that exceed the limits identified in Table 9 shall be subject to a Variance or SPA Plan Amendment. 10.F. SPA PLAN INTERPRETATION 10.F.1. Substantial Conformance The Zoning Administrator may determine an application is in substantial conformance with the adopted SPA document, subject to the following findings: a) The proposed project or use is substantially consistent with the Chula Vista General Plan and adopted City policies. b) The proposed project or use is substantially consistent with the Village 8 East SPA Plan and its purpose and intent. Land use and circulation patterns are generally consistent. Statistical variations such as site area calculations shall be less than 10%. c) The proposed project or use meets the provisions of these PC District Regulations governing the use of land, buildings, structures, building setbacks, building height, performance standards and other provisions. d) The proposed project or use substantially complies with the Village 8 East Landscape Master Plan and Village Core Master Precise Plan, as applicable. Some deviation from standards and guidelines are permitted as long as the project meets the overall design intent and vision specified in the Village 8 East Design Plan, as applicable. Standard Administrative Modification Building Height 10% of height by feet Building to Street Setback 15% from minimum Open Space (private or common usable) 15% Guest Parking 5% Required Parking 5% Wall/Fence Height 10% consistent with safety standards Page 100 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-3 April 2024 e) The proposed project or use will not, under circumstances of the particular case, be detrimental to the health, safety or general welfare of persons residing or working in the vicinity, or injurious to property or improvements in the vicinity. f) The proposed project or use is substantially consistent with the principles and overall quality of design established for the Otay Ranch Planned Community. The Zoning Administrator shall set a reasonable time for the consideration of each application to the applicant and to other interested persons as defined in CVMC Chapter 19.14 – Administrative Procedures – Permits – Applicants – Hearings – Appeals. In the event objections or protests are received, the Zoning Administrator shall set the matter for public hearing as provided therein. 10.F.2. Clarification of Ambiguity If ambiguity arises concerning the proper classification of a particular parcel within the meaning and intent these PC District Regulations or the Village Design Plan, or if ambiguity exists with respect to height, setbacks/building separation, lot area requirement or zoning district boundaries as set forth herein, the Development Services Director shall make a determination clarifying said ambiguity based upon the pertinent facts and the intent of the SPA. For ambiguities that arise from applications requiring a decision by the Zoning Administrator or public hearing by a decision-making body other than the Zoning Administrator, the determination of the Zoning Administrator shall be forwarded to the appropriate decision-making body as a recommendation. 10.F.3. Site Utilization and Mapping Refinements The SPA Plan and these PC District Regulations provide guidance for development at the subdivision and improvement levels and are the basic reference for determining permitted land uses, densities, total units and required public facilities. The SPA Plan does not intend to be used in a manner that predetermines the development solution for each and every parcel. It is intended to reflect the City’s intent for determining the intensity, design and desired character of use for Village 8 East. The development parcels, open space parcels and internal circulation indicated on the Site Utilization Plan are conceptual. Adjustments to these configurations may occur as part of the tentative map and final map approval process. Modifications to the SPA Plan exhibits and text, to reflect adjustments based on an approved tentative or final map, may be accomplished without a formal SPA Amendment. Further, the SPA Plan is not a guarantee that a certain dwelling unit yield will be achieved on each parcel. Parcels are not required to achieve the ‘Estimated Density’ identified in the Site Utilization Summary Table. However, the minimum and maximum density specified in the land use district designation for each parcel shall apply. The final dwelling unit yield of any parcel shall be determined by field conditions, site plan and Design Review Permit, and a number of external factors that influence the design and density of individual projects; submittal of an updated Unit Tracking Table shall be required. 10.G. REVIEW PROCESS This section includes the unique administrative procedures for Master Developer and City Administrative Design Review of the design and development of new buildings and uses within Page 101 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-4 April 2024 the Village 8 East SPA Plan area. Additional permits may be required and shall be subject to and processed in accordance with the CVMC. 10.G.1. Administrative Design Review The purpose of Administrative Design Review, as defined herein, is to evaluate an application for consistency with the use regulations and property development standards of the zoning district per these PC District Regulations. It is not a purpose of the Design Review process to control design character in a manner that individual initiative is constrained in the layout of any particular building or parcel(s) and substantial additional expense incurred; rather, it is the intent of Design Review to achieve the overall objectives and standards of these PC District Regulations and CVMC, as applicable. The development standards contained in these PC District Regulations, combined with the Village Design Plan, Village Core Master Precise Plan (if applicable) and the CVMC set an appropriate level of regulations and objective design standards to ensure quality development of Village 8 East and approval of a Design Review Permit. Therefore, within Village 8 East, Design Review shall be an administrative process applicable to all development in the Multi-Family, Village Core and Community Purpose Facility zoning districts, and the City Zoning Administrator is authorized to review and issue a design review permit where the application for such a permit is consistent with the following: Village 8 East SPA Plan PC District Regulations, including Minor Administrative Modification Master Developer Approval Letter 10.G.2. Administrative Design Review Process Master Developer Review: Prior to filing a Design Review Permit application with the City, the builder/applicant shall submit all application materials to the Master Developer for review, comment and potentially modification. The Master Developer shall review the materials for compliance with the design guidelines found in the Village Design Plan and Village Core Master Precise Plan (applicable to VC zoning district only). The Master Developer shall prepare a letter indicating Master Developer approval, requirement for modification or denial of the proposed project. The Applicant shall submit a copy of the Master Developer Approval Letter to the City with the Design Review Permit application package. No Design Review Permit application shall be submitted to the City without a Master Developer Approval Letter. Page 102 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-5 April 2024 City of Chula Vista Review: The Administrative Design Review is intended to ensure a proposed project complies with the minimum requirements set forth in the Village 8 East development regulations and to ensure a high-quality community is implemented. The Design Review Permit is not intended to control design character in a manner that stifles individual initiative or creativity during preparation of the site plan or that results in substantial additional processing time or expense; but rather the City’s review is intended to confirm that the proposed project meets the minimum objectives and standards of these PC District Regulations, Village 8 East SPA Plan, Village Design Plan, Village Core Master Precise Plan (VC zoning district only) and CVMC. Village 8 East Administrative Design Review Permit applications shall be subject to the standard City Master Fee Schedule (Chapter 14-100 Planning Fees), as may be revised by the City annually each October. Administrative Design Review Permit shall: a) Be implemented through the Zoning Administrator and processed consistent with CVMC Section 19.14.583 through 19.14.600, except as modified by these PC District Regulations; other sections of CVMC Chapter 19.14 shall not apply unless specifically noted in this chapter. b) Not be subject to Planning Commission or City Council review, unless an appeal is timely and properly filed per CVMC 19.14.588 with the City of Chula Vista. c) Not include review of architectural design, color and materials information. Black and white architectural elevations shall be included in the Design Review submittal package to demonstrate compliance with applicable CBC, CRC and CFC only. See Appendix A for specific Design Review requirements. 10.G.3. Administrative Design Review Permit Submittal Requirements In addition to the Design Review Permit application, all Design Review applications shall include the following information/materials and all items outlined in Appendix A: Completed Design Review submittal checklist, see Appendix A, to facilitate City review Master Developer Approval Letter Updated Unit Tracking Matrix (Attachment A of the SPA Plan) 10.G.4. Parcel Unit Count (Unit Tracking Table) The Village 8 East Site Utilization Plan and Tentative Map provide the general design intent of the Village 8 East SPA Plan; however, the SPA Plan recognizes the need for flexibility in planning to accommodate future development constraints and changing market demands. The SPA Site Utilization Summary and the Village 8 East Tentative Map Site Utilization Table (Sheet 1) provide Estimated Units’ for each parcel. Estimated Units are provided for planning purposes only, do not represent the final unit count for each parcel and shall not be a factor in establishing the final unit count for any parcel. The final unit count for any given parcel shall only be regulated by the minimum and maximum density established for the applicable zoning district, shall be reviewed as part of the Administrative Design Review process and documented in the Unit Tracking Table as part of the application. Page 103 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-6 April 2024 Any unit count consistent with the following shall be considered consistent with the SPA Plan and these PC District Regulations; a unit transfer or reallocation process shall not be required. 1. Unit count is consistent with the permitted density range of the applicable zoning district; density shall be calculated as total units per project acreage, density shall not be calculated on a per product or home type basis. 2. The cumulative unit count of the application and all previous approvals does not exceed the 3,276 residential units or 20,000 square feet of non-residential space as approved for Village 8 East. The Unit Tracking Table, as updated for each approved project, shall be part of the SPA Plan administrative record to maintain an accurate count of approved units. If the S-1 school site is accepted by the school district, then the residential units associated with the school site per the Village 8 East Site Utilization Summary table are permitted to be reallocated to any parcel in Village 8 East. Establishing the unit count for any parcel during project application shall not be subject to review by the Planning Commission or City Council unless the total number of authorized units within Village 8 East is exceeded. 10.H. INTENSITY TRANSFERS BETWEEN VILLAGES Residential units, non-residential square footage and CPF obligations may be transferred among Otay Ranch villages and planning areas (e.g. Villages 2 West, 3, a portion of 4, 8 West, 8 East, 9 and 10 and Planning Areas 10/University and 20), as permitted by the City Council pursuant to the expressed terms set forth by agreement, ordinance or such other manner approved by City Council. No transfer shall result in exceeding the maximum number of residential units or non- residential square footage shown in an approved SPA Plan or tentative map without a revised SPA Plan and tentative map approved by the City Council. The following findings are required: 1) The units transfer between villages is consistent with the village design policies and the Entitlements for the village into which the units are being transferred; 2) The total number of entitled units among the villages is not exceeded; 3) Public facilities and infrastructure including schools and parks are provided based on the final number of units within each village or parcel and the Applicant shall agree to pay any additional fees resulting from said transfer; 4) The planned identity of the villages is preserved including the creation of pedestrian friendly and transit- oriented development, as applicable; 5) Preserve conveyance obligations shall be based on the final map development area; 6) The Intensity Transfer application is supported by the minimum necessary technical study to establish the applicable capacities of the project EIR have not been exceeded , if necessary, to the satisfaction of the Development Services Director and that substantiate adequate infrastructure exists to support the intensity transfer. 7) The Master Developer approves of the unit count as documented in the Master Developer Page 104 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-7 April 2024 review letter. 8) The resulting density of both the granting and receiving parcels shall be consistent with the applicable zoning district density range specified for each parcel. 10.I. PERMITS, VARIANCES AND ZONING APPLICATIONS The following permits, variances and zoning applications shall be subject to the applicable procedures described in CVMC Section 19.14 Conditional Use Permits1:; Variances; Home Occupations 10.J. SUBDIVISION STANDARDS AND PROCEDURES Tentative maps, parcel maps and final maps shall be consistent with the development standards set forth in the Village 8 East SPA Plan, and these PC District Regulations and shall be processed in accordance with the procedures and submittal requirements set forth in CVMC Title 18. 10.K. VILLAGE 8 EAST LANDSCAPE MASTER PLAN The Master Developer shall submit a Village 8 East Landscape Master Plan (“LMP”) to the City for review and approval. The purpose of the Landscape Master Plan is to provide an overall basis for reviewing specific landscape design at the site planning and public improvements stages. Except for the provisions set forth herein, the requirements for the application, review and approval process shall comply with CVMC Section 19.14.485. 10.L. VILLAGE CORE MASTER PRECISE PLAN The Master Developer shall submit a Village Core Master Precise Plan to the City for review prior to or concurrent with submittal of the first Design Review application within the Village Core Zoning District. The MPP shall be subject to Administrative Design Review and must be approved by the Zoning Administrator prior to approval of the first Administrative Design Review in the VC Zoning District. The purpose of the MPP is to coordinate the spatial relationships between buildings, structures, landscaping and public spaces as well as to ensure a unified design theme for signage, lighting and street furnishings within the Village Core in order to implement the vision of creating a pedestrian friendly Village 8 East core. The MPP provides an overall basis for reviewing Design Review applications and proposed public improvements within the Village Core. Except for the provisions set forth herein, the requirements for the applicant, review and approval process of the MPP shall comply with the Otay Ranch GDP, Page II-63. No other Master Precise Plans shall be required within the Village 8 East SPA Plan area. 1 See Tables 2, 4 and 6 for a list of uses by zoning district subject to a Conditional Use Permit. Page 105 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 10. Implementation and Administration 10-8 April 2024 Page Intentionally Left Blank Page 106 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 11. Enforcement Page 107 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 108 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 11. Enforcement 11-1 April 2024 11. ENFORCEMENT 11.A. ENFORCEMENT The City shall enforce the Planned Community District Regulations contained herein in accordance with the Implementation & Administration authority provided by the City’s Charter and the CVMC. 11.B. MONITORING AND UPDATES As provided in the Village 8 East SPA Plan, a range of residential densities are planned within the Village 8 East SPA. As provided in Section 10.G.3. of these PC District Regulations, Unit Reallocation between parcels may occur during development. These changes must be monitored to ensure compliance with the overall approvals of the project and the provision of certain population- based public facilities. Changes that include an increase in the number of residential units may require a corresponding increase in such facilities and a decrease in residential units may require a corresponding decrease in facility requirements. In order to ensure continuing compliance with required standards, the Master Developer and Development Services Director shall maintain an administrative record including the Unit Tracking Table beginning with the initial SPA Plan approval. The administrative record documents the assignment of residential units and non-residential square feet to the various Village 8 East parcels and the intended compliance strategy for population based public facilities. This record shall be updated with each Administrative Design Review approval as an administrative action following such approval. The Unit Tracking Table reflecting approved or pending unit counts shall be provided by the Master Developer to the Zoning Administrator at the time of each Administrative Design Review application. After approval, the City of Chula Vista shall maintain the Unit Tracking Table as the official monitoring records in both written and in digital form, accessible to other City departments and the Village 8 East Master Developer and Builders. Page 109 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTAY RANCH VILLAGE 8 EAST Planned Community District Regulations 11. Enforcement 11-2 April 2024 Page Intentionally Left Blank Page 110 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Appendix A: Village 8 East Administrative Design Review Submittal Checklist Page 111 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page Intentionally Left Blank Page 112 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Otay Ranch Village 8 East A-1 April 2024 Administrative Design Review SUBMITTAL CHECKLIST: Please review and indicate items included in your submission (Y = Yes, N = No, N/A = Not Applicable). Only items listed below are required to complete Design Review. Y N N/A ITEM Review Fees/Deposits - See Master Fee Schedule Completed Application Form (check Variance if applicable) Sewer Intake Form Project Information Form 6-2020 Master Developer Approval Letter Village 8 East Unit Tracking Table Minor Administrative Modification (if any) Civil Site Plan (provided on a flash drive AND an online link to all documents) A. Project location, legal description, and Assessor’s Parcel Number (APN) B. Lot size (square footage, acres) C. Property owner’s name and address D Name of person/firm (Architect/Engineer) that prepared the plans & preparation date D. Provide a Vicinity Map & North Arrow E. Boundaries of subject property with dimensions and setbacks between public right-of-way & edge buildings (Per Village 8 East PC District Regulations) F. All existing & proposed buildings/structures G. Distance between buildings & structures per applicable Building / Fire Code. Include applicable Building / Fire Code utilized, standards and effective building separations H. Provide property zoning/land use and adjacent zoning/land use per the applicable Sectional Planning Area (SPA) Plan(s) I. Provide use and square footage for each building J. List number of existing/proposed dwelling units, types of dwelling units Multi-Family attached, detached), number of bedrooms, density of all units within the project. K. Show existing and proposed retaining walls (indicate height and materials) L. Parking Layout: existing parking, required parking calculations (residential per Village 8 East PC District Regs and non-residential per ITE Parking standards), dimensions of parking spaces, pedestrian pathways, and loading area(s) Page 113 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Otay Ranch Village 8 East A-2 April 2024 Y N N/A ITEM M. Floor area ratio (FAR) (Commercial uses only) N. Label adjacent streets, alleys, properties and structures O. Fire Truck Turning and Access Exhibit P. Trash enclosure with screening and dimensions for common trash service and trash bin and types for individual trash service. Trash Truck Turning and Access Exhibit (Refer to Recycling and Solid Waste Planning Manual) Q. Provide conceptual on-site utility layout R. Provide calculations for Common Usable Open Space and Private Usable Open space and show conceptual locations S. Provide proposed cubic yards of earthwork (required for > 250 CY) T. One (1) cross section for each boundary edge (public ROW, open space, adjacent parcel boundary if applicable); maximum of 4 cross sections Conceptual Architectural Site Plan A. Provide square footage for each unit & total building area B. Label interior use and square footage of each area or room of the building C. Trash enclosure(s) detail including building materials, design and dimensions, type and size of bins D. Provide black and white elevations for all four sides of each new building N/S/E/W) for Building / Fire Code consistency E. Provide Building height(s) - existing and proposed F. Provide all exterior building materials - on each elevation to demonstrate compliance with applicable Building and Fire Codes only Conceptual Landscape Site Plan A. Provide a landscape plan with exterior lighting, planting, accessory structures B. Provide lot coverage for proposed landscape (minimum 15% required for new construction or any proposed site improvements) C. For minor changes to the site, provide any landscape improvements, existing/proposed planting, or note there will be no changes to the landscaping of the site D. Provide all walls, fences, etc. (indicating height, design and materials) E. Provide existing and proposed freestanding signs F. Provide conceptual site lighting plan / photometric analysis for sport courts, parks areas adjacent to sensitive habitat, etc.) G. Provide common open space conceptual design plan H. Provide a concept statement of Compliance with Chula Vista Landscape Water Conservation Ordinance Page 114 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Otay Ranch Village 8 East A-3 April 2024 Y N N/A ITEM I. Provide a conceptual Design Statement w/ “Landscape Design Objective” J. Provide a conceptual Irrigation Statement Environmental/Technical Studies (based upon project scope) A. Noise/Acoustical Study (i.e. carwashes, mixed-use, major roadway adjacent) B. Lighting/Photometric Plan (sports fields, parks adjacent to sensitive habitat, etc.) C. Phase 1 Environmental Analysis (vacant land, former gas stations, etc.) D. Other (specify) Engineering Reports (for new construction) A. Geotechnical Report/Soils Report B. Stormwater Quality Compliance Memo Note: Sewer, water, and storm drain sizing shall be reviewed during final engineering and shall not be required for design review. Page 115 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SECOND READING AND ADOPTION ORDINANCE NO. 2024- ORDINANCE OF THE CITY OF CHULA VISTA APPROVING A ZONING CHANGE (ZC22-0003) FOR THE OTAY RANCH VILLAGE EIGHT EAST SECTIONAL PLANNING AREA WHEREAS the area of land that is the subject of this Resolution is, for the purpose of general description, located south of the eastern extension of Main Street, east of Otay Ranch Village Eight West, west of State Route 125 (“SR-125”), and north of the Otay River Valley known as Otay Ranch Village Eight East (“Project Site”); and WHEREAS, on June 17, 2022, a duly verified application was filed with the City of Chula Vista Development Services Department by HomeFed Otay Land II, LLC (“Applicant” or “Developer”) requesting approval of amendments to the City of Chula Vista General Plan (GPA22- 0002), the Otay Ranch General Development Plan (GDP22-0002), and the Otay Ranch Village Eight East Sectional Planning Area (“SPA”) Plan (SPA22-0006), including the Planned Community District Regulations, and approval of a Zoning Change (ZC22-0003) and a Tentative Map (TM22- 0005), all to reflect a change in zoning from single-family residential to multifamily residential, allow for a redistribution of density throughout the Project Site and realignment of internal streets, and accommodate the SR-125 interchange design (“Project”); and WHEREAS the Director of Development Services has reviewed the proposed Project for compliance with the California Environmental Quality Act (“CEQA”) and determined that the Project is adequately covered in the previously adopted Final Environmental Impact Report (“FEIR”) for the Otay Ranch University Villages (FEIR 13-01; SCH #2013071077; and adopted by City Council Resolution No. 2014-232 on December 2, 2014, with an Addendum adopted by City Council Resolution No. 2016-254 on December 6, 2016; and a Second Addendum adopted by City Council Resolution No. 2021-120 on June 15, 2021), that only minor technical changes or additions to the document are necessary to account for the expected Project impacts, and that none of the conditions described in Section 15162 of the CEQA Guidelines calling for the preparation of a subsequent document exist; therefore, a Third Addendum to FEIR 13-01 was prepared for the proposed Project; and WHEREAS City Staff recommended that the City Planning Commission recommend that the City Council approve and adopt the Zoning Change from single-family residential to multifamily residential, allowing for a redistribution of density throughout the Project Site; and WHEREAS the Director of Development Services set the time and place for a hearing before the Planning Commission of the City of Chula Vista on the Project, including a Zoning Change from single-family residential to multifamily residential, allowing for a redistribution of density throughout the Project Site, on April 10, 2024, and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general cir culation in the City and its mailing to property owners within 500 feet of the exterior boundaries of the property, at least ten (10) days prior to the hearing; and Page 116 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 2 of 4 WHEREAS, after review and consideration of the Staff Report and related materials for the Project, the hearing on the Project was held at the time and place as advertised in the City Council Chambers, 276 Fourth Avenue, and the Planning Commission voted 6-0-0 to recommend to the City Council approval of the subject zoning change; and WHEREAS City Staff and the City Planning Commission recommend that the City Council approve and adopt the Zoning Change from single-family residential to multifamily residential, allowing for a redistribution of density throughout the Project Site; and WHEREAS the City Clerk set the time and place for a hearing on the Project, including a Zoning Change from single-family residential to multifamily residential, allowing for a redistribution of density throughout the Project Site, and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the City and its mailing to property owners within 500 feet of the exterior boundaries of the property, at least ten (10) days prior to the hearing; and WHEREAS, after review and consideration of the Staff Report and related materials for the Project, a duly noticed public hearing was held before the City Council of the City of Chula Vista to consider the Project, including a Zoning Change from single-family residential to multifamily residential, allowing for a redistribution of density throughout the Project Site. NOW, THEREFORE, THE CITY COUNCIL of the City of Chula Vista does hereby order and ordain as follows: I. PLANNING COMMISSION RECORD The proceedings and all evidence introduced before the Planning Commission at their April 10, 2024, public hearing on the Project, and the Minutes and Resolutions resulting therefrom, are hereby incorporated into the record of this proceeding. These documents, along with any documents submitted to the decision-makers, shall comprise the entire record of the proceedings. II. COMPLIANCE WITH CEQA Immediately prior to this action, the City Council reviewed, considered, approved and certified the Third Addendum to FEIR 13-01 regarding the Project. III. CONSISTENCY WITH GENERAL PLAN AND OTAY RANCH GENERAL DEVELOPMENT PLAN The City Council hereby finds that the proposed zoning changes are consistent with the City’s General Plan and Otay Ranch General Development Plan (“GDP”), both as amended. The zoning changes, in conjunction with the approved amendments to the Otay Ranch Village Eight East SPA Plan and Planned Community District Regulations, implement the General Plan and the Otay Ranch GDP by providing a comprehensive program to implement the Sectional Planning Area Plan Amendment and Tentative Map. The plans provide design incorporating a mixture of land uses connected by a walkable system of public streets and pedestrian paths, parks and plazas, retail Page 117 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 3 of 4 opportunities, and commercial activities designed to promote a safe pedestrian environment. The Village Eight East SPA Plan, including the number of residential units, park and plaza acreages, and commercial mixed-use area, is consistent with the General Plan and the Otay Ranch GDP, as amended. IV. ACTION The City Council hereby adopts an Ordinance approving the Zoning Change for the Otay Ranch Village Eight East SPA as reflected in the General Plan, Otay Ranch GDP, and Otay Ranch Village Eight East SPA Plan and Planned Community District Regulations, as amended to allow change from single-family residential to multifamily residential uses, allowing for a redistribution of density throughout the Project Site (copies of which are on file in the City Clerk’s office). The City Council also finds the zoning change consistent with the California Government Code, adopted City policies, the General Plan, and the Otay Ranch GDP, as amended. V. 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 i ts 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. VI. 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. VII. EFFECTIVE DATE This Ordinance shall take effect and be in full force on the thirtieth day from and after its adoption. VIII. 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. Page 118 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. 2024- Page 4 of 4 Presented by: Approved as to form by: Laura C. Black, AICP Marco A. Verdugo Director of Development Services City Attorney Page 119 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda From:CityClerk To:Sheree Kansas Subject:FW: comment for May 14 meeting Date:Wednesday, April 24, 2024 3:06:59 PM Please save/process fir May 14. Cynthia From: THERESA ACERRO < Sent: Wednesday, April 24, 2024 2:25 PM To: CityClerk <CityClerk@chulavistaca.gov> Subject: comment for May 14 meeting WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov A Notice of Public Hearing by the City Council for May 14, 2024 is hereby given. The project proposes re-planning the previously approved development entitlements for the project site to eliminate medium-density single-family residential uses, reallocate the previously approved 3,276 residential units across 18 development parcels, replace the mixed-use land use with Village Core land uses, and expand the Village Core into the northern portion of the Village Eight East Sectional Planning Area. View further information on the notice. Sincerely, Development Services Department 276 Fourth Avenue Building B, Chula Vista, CA 91910 http://www.chulavistaca.gov/departments/development-services please note that the sender of this message will not be able to respond any questions in relation to the project, please contact the project planner noted on the notice for any further information) If this is a plan to build commercial and or industrial properties instead of the residential then congratulations that we are finally WrittenCommunications - Acerro Page 120 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda understanding how to finance city needs. If not look at page 48 of the current budget document where you can see even with our high sales tax we are the third lowest in sales tax revenue in the county again as is usual. We simply do not have an adequate amount of income producing properties in a city with our growing population to pay for all that a city this size needs. Theresa Acerro Written Communications - Acerro Page 121 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 04 P a g e | 1 May 21, 2024 ITEM TITLE Grant Applications: Authorize the Submittal of All CalRecycle Grant Applications for a Period of Five Years and Authorize the City Manager or Designee to Execute Grant Documents Report Number: 24-0138 Location: No specific geographic location Department: Economic Development G.C. § 84308: No 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 Adopt a resolution authorizing the submittal of all CalRecycle grant applications for a period of five years and authorizing the City Manager or designee to execute grant documents. SUMMARY Public Resources Code sections 4800 et seq. authorize the Department of Resources Recycling and Recovery (CalRecycle) to administer various grant programs in furtherance of the state of California’s efforts to reduce, reuse, and recycle solid waste generated in the State, thereby preserving landfill capacity and protecting public health and safety and the environment. CalRecycle allows jurisdictions to gain approval from their respective councils to apply for all CalRecycle Grants for which the City is eligible rather than requiring separate authorization for each CalRecycle Grant Program. Staff is seeking City Council authorization for the City Manager or designee to apply for and execute documents necessary to implement projects funded by CalRecycle grants, for a period of five (5) years from the date City Council approves the resolution. 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 CEQA Guidelines, the activity is not subject to CEQA. Page 122 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 2 BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION Public Resources Code sections 4800 et seq. authorize CalRecycle to administer various grant programs in furtherance of the state of California’s (“State”) efforts to reduce, reuse, and recycle solid waste generated in the State, thereby preserving landfill capacity and protecting public health and safety and the environment. CalRecycle allows jurisdictions to gain approval from their councils to apply for all CalRecycle Grants for which the City is eligible rather than requiring separate authorization for each CalRecycle Grant Program. Applicants must submit a resolution that includes authorization to submit an application for one or more specifically named CalRecycle grant(s) or for all CalRecycle grants for which the applicant is eligible. The resolution must also identify the time period, up to five years, during which the authorizations are valid, identify the signature authority to sign all grant-related documents necessary to implement the grant(s) and authorize the signature authority or designate authority to a designee, as applicable (Attachment 1). With this authorization, staff will be allowed to apply for CalRecycle grants that fund programs that will help the City reach waste reduction and climate action goals. Programs that are funded via these grants include waste reduction programs that encourage the reuse of durable products and services in place of single-use disposable options. CalRecycle also offers grants that help promote recycling and organic waste diversion, household hazardous waste collection, and recycling facility infrastructure among many other programs. These programs are funded via advance disposal fees imposed by the State of California on product manufacturers, consumers, and waste generators, and then these funds are later offered to cities, counties, school districts, colleges and universities, non-profit organizations and tribal governments who are required to have authorization to apply from their respective boards and governments. Staff is seeking Council authorization for the City Manager or designee to submit applications and execute all grant documents necessary to secure CalRecycle grant funds for a period of five (5) years from the date of Council approval. 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 a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT There are no current-year fiscal impacts to the General Fund as staff will not be applying for CalRecycle grants for the remainder of the current fiscal year. In the case that there are unanticipated grant funds Page 123 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 3 available, funding from CalRecycle will completely offset these costs, resulting in no net fiscal impact to the General Fund. ONGOING FISCAL IMPACT CalRecycle grants will fully fund programs for the five-year period and will be incorporated as part of the annual budget development process in future fiscal years. Anticipated fiscal year (FY) expenditures for these grant programs are summarized in the table below. CalRecycle grant funding will completely offset these costs, resulting in no net fiscal impact to the General Fund. Description FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 Personnel costs $15,869 $17,964 $20,191 $22,459 $25,012 Supplies & Services $155,869 $160,455 $165,679 $167,839 $170,377 Total Expenditures $171,738 $178,419 $185,870 $190,298 $195,389 Grant Revenue $171,738 $178,419 $185,870 $190,298 $195,389 Net Impact $ - $ - $ - $ - $ - ATTACHMENTS 1. Sample CalRecycle grants available and application requirements Staff Contact: Manuel Medrano, Environmental Services Manager Page 124 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING SUBMITTAL OF ALL CALRECYCLE GRANT APPLICATIONS FOR A PERIOD OF FIVE YEARS; AND AUTHORIZING THE CITY MANAGER OR DESIGNEE TO ACCEPT GRANT FUNDING AND EXECUTE GRANT DOCUMENTS WHEREAS, Public Resources Code sections 48000 et seq. authorize the Department of Resources Recycling and Recovery (CalRecycle) to administer various grant programs (grants) in furtherance of the State of California’s efforts to reduce, recycle, and reuse solid waste generated in the state thereby preserving landfill capacity and protecting public health and safety and the environment; and WHEREAS, in furtherance of this authority CalRecycle is required to establish procedures governing the administration of the grant programs, including the application, awarding, and management of the grants; and WHEREAS, CalRecycle grant application procedures require, among other things, an applicant’s governing body to declare by resolution certain authorizations related to the administration of CalRecycle grants. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that the City of Chula Vista is authorized to submit an application to CalRecycle for all grant programs offered; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the City Manager, or their designee, is hereby authorized as Signature Authority to execute in the name of the City of Chula Vista all grant documents, including but not limited to, applications, agreements, amendments, and requests for payment, necessary to secure grant funds and implement the approved grant project. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that this authorization is effective for five (5) years from the adoption of this resolution. Presented by Approved as to form by Tiffany Allen Marco A. Verdugo Assistant City Manager City Attorney Page 125 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CalRecycle GD Revised February 2024 Department of Resources Recycling and Recovery Beverage Container Redemption Innovation Grant Program Application Guidelines and Instructions RIG1, Cycle 1, Fiscal Year 2022-23 Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 1 Page 126 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COREIATE RG PERSITTIBINL... «2. a cxceonr ste sncbah ind asinine ahd Ale Ss RARRRERRERORLRRR I i amma die RiaeteEeTEReEnaImnRam denen FREON PROCESS ss cx cas acs eecammoes comms eee oss ERREENRERNRS SRR RUOIENS KERR RRRENSE HOR awETAH Oeeemees Payment Request Proce ...........ccccccccsseeeecceeseeeeceeeeeeeeeeeeeeeeseeeeeeeeeeseseaeeeeeseseeasaaseaaaaas Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 3 Page 127 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda e Approved Resolution or Letter of Commitment and any other Applicant’s Required Authorization Documents must be uploaded in GMS by this date if it was not submitted with the application. August 2024 (tentative): Grants Awarded e CalRecycle considers funding recommendations, and if approved, conditionally awards grants during this month. Notice to Proceed—April 1, 2026: Grant Term For milestones that take place during the grant term, refer to the Procedures and Requirements document. Eligible Applicants California Labor Code section 1782 prohibits a charter city from receiving state funding or financial assistance for construction projects if that charter city does not comply with Labor Code sections 1770-1782. If any applicants or participating entities are charter cities or Joint Powers Authorities that include charter cities, the lead participating entity must certify on the Detail tab of the application that Labor Code section 1782 does not prohibit any included charter city from receiving state funds for the project described in this application. If it is determined after award that an applicant or participating entity is a charter city prohibited from receiving state funds for this grant project, the grant will be terminated and any disbursed grant funds shall be returned to CalRecycle. Private entities must be authorized to conduct business in the State of California, by either being registered with the California Secretary of State as a business located in California, being registered as a foreign (out-of-state or out-of-country) business or processing a business license issued by a California city, county, or city and county. Private, nonprofit entities, in addition to being registered with the California Secretary of State, must also be registered with the California Department of Justice, and appear on their Registry of Charitable Trusts. If a nonprofit entity is excluded from registering with the Department of Justice, proof must be provided with the application. Eligible applicants include: e Dealers. A retail establishment in an unserved convenience zone which offers the sale of beverages in beverage containers to consumers that is required to either redeem in store (Option A) or pay $100 a day to CalRecycle (Option B). These entities are not required to be certified as a recycling center. All Dealers must submit an affidavit to CalRecycle that states they choose to redeem in-store prior to the issuance of the Notice to Proceed (NTP) email. Dealers may only apply for reverse vending machine (RVM) projects. e Existing Certified Recycling Centers. An existing certified recycling center is defined as an operation certified by CalRecycle to accept empty beverage containers and pay a California Redemption Value (CRV) to consumers prior to the issuance of the NTP email. e New Recycling Center Businesses. A new recycling center business is defined as an applicant who intends to apply for the grant and is eligible to become a Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 5 Page 128 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Joint Powers Authority Application Requirements Joint Powers Authorities (JPA) may submit a grant application as an individual applicant. An entity may not submit an individual application if that entity is also a member of an applicant JPA. In addition to the requirements for an Individual Application, a JPA must upload a copy of its JPA Agreement. The JPA Agreement must: 1. Give authority over solid waste management. 2. List all member entities. 3. Contain the signature of all members. Eligible Projects Eligible projects include: e Mobile Recycling. Defined as a recycling center that redeems empty beverage containers at more than one location and reports under a single certification identification (ID). o The expanded recycling services must not be within a served zone unless either of the following exceptions apply: « the applicant is the recycling center currently serving the zone; = and they are the sole recycling center within the zone. e Reverse Vending Machines (RVM). Defined as machines that pay customers for beverage containers placed in the machine. e Bag Drop Programs. Defined as a method of redemption offered by recycling centers where consumers redeem empty beverage containers by delivering the containers to stationary locations in a sealed bag, box, or other receptacle for the recycler to inspect and weigh at a time or location other than where the containers are redeemed. Available Funds $40,000,000 is available for this grant cycle, fiscal year 2022-23, including $2,500,000 allocated for Community Service Programs (SP) and $1,000,000 allocated for small Reverse Vending Machine (RVM) projects subject to funding availability. Dealers, Existing and New Certified Recycling Centers ($37,500,000 allocation): e The minimum grant award amount is $500,000. The maximum grant award is $3,000,000. e Small RVM Projects ($1,000,000 allocation) - the minimum grant award is $30,000. The maximum grant award is $100,000. Community Service Programs ($2,500,000 allocation): e The minimum grant award is $30,000. The maximum grant award is $300,000. A single entity may submit multiple applications, but the entity may only receive up to $9,000,000 in awarded funds. Note: Non-infrastructure costs are limited to 20 percent of the total award amount. Combined costs, include but are not limited to, permitting, personnel, public Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 7 Page 129 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda application contains restricted documents, the restricted documents are excluded from disclosure (delete if not applicable). Public Records Request Waiver All records submitted to the department for work performed under the program and grant agreements, including, but not limited to, client lists, processing data, and any other information related to the project, shall be subject to release as public records. Notwithstanding Section 14554 of the Act, the department may release as public records any transaction data, volume data, customer counts, and redeemed beverage container data obtained from any of the project operators. Confidentiality The following describes the treatment of certain confidential or proprietary information under the California Public Records Act (Government Code 7920.000 et seq.) and related regulations. It also describes how questions are resolved on whether information is truly confidential, the legal protections for confidential information, and internal and program procedures to maintain confidentiality. Confidential or Proprietary Information Title 14 of the California Code of Regulations (14 CCR), sections 17041-17046 (https:/Awww.calrecycle.ca.gov/Laws/Regulations/Title14/), states that confidential or proprietary information shall include, but is not limited to: e Personal or business-related financial data, customer client lists, supplier lists and other information of a proprietary or confidential business nature provided by persons in applications, reports, returns, certifications or other documents submitted to [CalRecycle] which if released would result in harmful effects on the person’s competitive position. e Tax information prohibited from disclosure, pursuant to the Revenue and Taxation Code. Accordingly, appropriate documents submitted with an application that are clearly marked, on each page, “confidential or proprietary information” will be treated by CalRecycle pursuant to the procedures set forth in 14 CCR sections 17041-17046. However, the law does not treat documents marked as “confidential or proprietary information” (such as sales brochures, promotional literature and other general non- financial documents) as confidential if they do not fall within the categories of protected financial documents listed above. What if there is a question about what is confidential? If CalRecycle receives a request to disclose data claimed by the applicant to be confidential, CalRecycle would notify the applicant of the request and state that the documents were under review to determine whether information was correctly identified as “confidential.” If there was any question as to whether specific information was confidential, CalRecycle would contact the person(s) identified in the application to provide a justification and statement why the information is confidential. The process for evaluating confidentiality claims is set forth in section 14 CCR 17046. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Progam; RIG1 (FY 2022-23) Revised February 2024 9 Page 130 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Application Instructions Application Access The application is available in CalRecycle’s web-based Grants Management System (GMS). Access to GMS is secure; therefore, you must have a CalRecycle WebPass to log in to the system. Those who have not previously obtained a CalRecycle WebPass can create an account at the CalRecycle WebPass page (https://secure.calrecycle.ca.gov/WebPass/). To start an application: 1. Log in to GMS (https://secure.calrecycle.ca.gov/Grants). 2. Select Apply for a Grant on the left. e All open grant cycles are displayed in a table. 3. Find “Beverage Container Redemption Innovation Grant Program, RIG1 FY 2022-23” and select Start Application. e A pop-up window will appear asking for contact information. If you have an existing GMS Account, the information may be auto populated. e GMS will automatically add you as the Primary Contact for the new grant application; however, you may update this later. 4. Click Save. GMS Tabs - Application Contents and Instructions The components of the application are divided into tabs. To fill out an application, click on each tab and complete the sections in each tab as required. General directions are on the top of each tab, and detailed information about the requirements for each tab is listed below. The applicant is responsible for a complete application. This includes signing documents, uploading required documents, and submitting the application by the due date(s). Failure to do so will result in disqualification from the Beverage Container Redemption Innovation Grant Program. Examples of disqualifications may include: e Applicant does not meet the eligibility requirements. Project is not eligible. Applicant fails to use required CalRecycle documents or forms. Applicant uploads incomplete or blank documents to the Documents tab. Signature Authority fails to sign Application Certification or any document that requires a signature. e The online application is incomplete or missing information. Summary Tab This tab provides a summary of the application, due dates, resource documents and links, application documents, and the Application Submission section. It is the applicant’s responsibility to submit all required documents, based on the particular grant application/project, by the appropriate due date. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 11 Page 131 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 7. Select the appropriate option for the Resolution or Letter of Commitment Requirement and optional Letter of Designation. 8. Select the appropriate answer for Program Questions. Contacts Tab CalRecycle requires the application to have only one Primary Contact and at least one Signature Authority. Each application contact may be granted access by checking the box on the top of the contact’s detail screen. The contact will be able to log in to GMS using their own CalRecycle WebPass and access the application. Note: CalRecycle requires a valid email address for the Signature Authority in order to . route the Grant Agreement, if awarded. e Primary Contact. One person who the Signature Authority or their designee has authorized to manage and oversee the grant. This person will be the first contact with whom the Grant Manager will communicate. e Signature Authority. The person(s) authorized to sign CalRecycle documents, such as grant applications, grant agreements, etc., as authorized by a board/council-adopted Resolution, Letter of Designation, or Letter of Commitment (if applicable). e Secondary Contact. A person authorized (by the Primary Contact or Signature Authority or their designee) as the alternate person with whom the Grant Manager will communicate. (Not required.) e Consultant. A professional who provides advice in an area of expertise. If CalRecycle awards a grant to the applicant, the consultants may manage the grant or only conduct specific activities, based on a written agreement between the applicant and the consultant outlining work to be performed. (Not required.) e Participant Signature Authority. (Applicable to Joint Applications only) The person(s) authorized to sign documents on behalf of their organization, as authorized by a Letter of Commitment, Resolution, or Letter of Designation. Budget Tab Select the applicable budget category and enter a dollar amount and budget detail information as listed below. The total must equal the Grant Funds Requested amount shown on the Detail tab. The Budget Tab must reflect what is in the Budget Excel Document. e Administrative Costs (Operating Expenses) e Education o Public Education and Outreach - (e.g., workshops, public meeting, town halls, public events, etc.) o School Education - (e.g., assemblies, curriculum/guides, school events) o Media - (e.g., television, website, radio, scripts, instructional videos) o Materials - (e.g., booklets/brochures/flyers, etc.) e Equipment o Software — (Must have direct nexus to equipment) e Personnel e Other Funding Sources - (e.g., City/County Payment Program Funds, other grants, donations) Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 13 Page 132 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda grantassistance@calrecycle.ca.gov or calling (916) 341-6228, however, there is no guarantee CalRecycle will be able to provide support if there is an influx of inquiries. Note: Applications that are not submitted by the due date will be deleted from GMS. Application Documents Electronic and Original Signatures CalRecycle now allows for certified e-Signature or original wet signature on documents or forms that certify legally binding information. Note: E-signatures must include the first and last name of the Signature Authority, be in the Adobe Digital ID format (or through another certified digital signature program) and cannot be completed using the “Fill and Sign” function within Adobe. Any documents using the “Fill and Sign” function, are considered incomplete and may be sent back to the applicant. Once the document(s) have been signed by the Signature Authority, upload the digitally signed document, or scan the wet signature and save it to GMS. Retain the original document for potential CalRecycle audits. See Audit Considerations Section of the Procedures and Requirements document for more information. If you have questions, email grantassistance@calrecycle.ca.gov. CalRecycle Documents CalRecycle documents are accessible through the Summary tab in the Application Documents section. To access a document, click on the link, open it up, fill it out, save it to your computer, and upload it to the Documents tab. If you are having trouble with a document, email grantassistance@calrecycle.ca.gov or call (916) 341-6228. Altered or reproduced CalRecycle documents or templates may result in automatic disqualification of your application. Unless a document specifies that it may be reproduced as necessary, do not alter CalRecycle documents. Note: Do not include special characters in file names. Doing so may result in automatic disqualification of your application. Application Certification The Application Certification is a required application document that must be generated from GMS. After you have completed each tab of the application and uploaded the required documents, generate the Application Certification. 1. Click “Print Application Certification” under the Application Submission section of the Summary tab. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 15 Page 133 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda start and completion dates. Provide a logical timeframe for activities, taking into consideration the potential for delays. Include 12 months of California Redemption Value volume reporting after the date the program is in place. Applicant’s Documents Below is a list of documents that the applicant is responsible for preparing and uploading to their application. For examples/templates of some of these documents, please refer to the Summary tab. Retain the original hard copy documents for potential CalRecycle audits. See Audit Considerations section of the Procedures and Requirements for more information. Letters of Support Letters of support are optional. However, applicants that claim to provide a benefit to priority populations will need to provide supporting documentation demonstrating how the project meets the criteria. Applicants may include letters of support or endorsements from residents, neighbors, local environmental justice groups, etc. If you have more than one letter of support, scan them all as one document and upload them as one document. Quotes Budget documentation, including but not limited to quotes, conditional use permit/application, estimates, bids, and equipment details, must be uploaded to GMS to support grant costs claimed in the Budget. Applicant’s Required Authorization Documents Below is a list of required authorizing documents by application type that the applicant is responsible for preparing and uploading to their application. Authorizing documents are documents which are written by the applicant. The documents give the applicant permission to apply for a grant, accept grant awards, or name the person authorized to sign grant documents on the applicant’s behalf. Below are the requirements for each type of authorizing document. Read each one carefully to determine which document(s) fits your application and applicant type. Note: For Resolution, Letter of Commitment, Letter of Authorization, Letter of Designation, and Letter of Support templates, refer to the Resolution and Letter Examples (https://www.calrecycle.ca.gov/Funding/SampleDocs) web page. CalRecycle staff are available to answer questions about the Resolution and Letter of Commitment or to review your draft Resolution to ensure it meets the requirements of the grant program. You may email your draft Resolution or draft Letter of Commitment to grantassistance@calrecycle.ca.gov. Individual Application Authorization Documents: If subject to a governing body (excluding Corporations), the applicant must submit a Resolution no later than the secondary due date or CalRecycle will deem the application incomplete and disqualify the applicant. The Resolution must: 1. Authorize submittal of an application for one or more specifically named CalRecycle grant(s) or for all CalRecycle grants for which the applicant is eligible. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 17 Page 134 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda a. (Optional but encouraged) The Resolution should authorize the Signature Authority to delegate their signature authority to another person identified by job title. Applicants can only submit a Letter of Designation if the corresponding Resolution includes designee language. 4. Be signed or certified by the governing body. Note: The Signature Authority must sign a Letter of Designation prior to the designee’s exercise of their authority. If not subject to a governing body applicants must submit a Letter of Commitment (LOC). Publicly held businesses, private for-profit companies, or nonprofit organizations may submit an LOC even if they are subject to a governing body under the condition that the signatory is an individual authorized to contractually bind the applicant for the conditions of the grant award. The LOC is due by the secondary due date or CalRecycle will deem the application as incomplete and will disqualify the applicant. The LOC must: 1. Be on official letterhead. 2. Specify the Fiscal Year and the grant program name. 3. Authorize the submittal of a Joint Application on behalf of itself and all other Non- Lead Participants. 4. List all Non-Lead Participants. 5. Designate the job title of the person authorized to execute all grant documents necessary to secure grant funds and implement the approved grant project (Signature Authority). a. The LOC may also authorize the Signature Authority to delegate this authority. 6. Be signed by an individual authorized to contractually bind the applicant. Non-Lead Participant (excluding Joint Powers Authorities (JPA) applicants) If subject to a governing body (excluding Corporations), applicants must submit a Resolution that: 1. Authorizes submittal of a Joint Application with (name of lead) as Lead Participant, and itself as a Non-lead Participant for a specifically named CalRecycle grant. 2. Identifies the Signature Authority by listing the job title of the person(s) authorized to sign all grant-related documents necessary to implement and close-out the grant(s). 3. Is signed or certified by the governing body. If not subject to a governing body, applicants must submit a Letter of Commitment (LOC). Publicly held businesses, private for-profit companies, or nonprofit organizations may submit an LOC even if they are subject to a governing body under the condition that the signatory is an individual authorized to contractually bind the applicant for the conditions of the grant award. The LOC is due by the secondary due date or CalRecycle will deem the application as incomplete and disqualify the applicant. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 19 Page 135 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda using the “Fill and Sign” function is considered incomplete and may be sent back to the applicant. Once the document(s) have been signed by the Signature Authority, upload the digitally signed document, or scan the wet signature and save it to GMS. Retain the original document for potential CalRecycle audits. See Audit Considerations Section of the Procedures and Requirements document for more information. If you have questions, email grantassistance@calrecycle.ca.gov. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 21 Page 136 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Grant Program Administration Grant Agreement The Grant Agreement binds the Grantee to CalRecycle’s requirements as outlined in the Grant Agreement documents. CalRecycle will send the Grant Agreement Cover Sheet electronically to allow for a certified e-signature using Adobe Sign. These documents shall guide the grantee’s administration of the grant project. Following CalRecycle’s conditional approval of the grant awards, we will email grantees the information below. e Award email e Grant Agreement Cover Sheet (CalRecycle 110) o Tobe signed by the grantee (this is the Lead Participant in Joint/JPA Applications). e Participant Grant Agreement Cover Sheet (CalRecycle 110-A) o Tobe signed by Non-Lead Participants (if application was a Joint Application). e Exhibit A: Terms and Conditions o Contain CalRecycle’s standard legal requirements for grants e Exhibit B: Procedures and Requirements o Contain specific requirements for administering this grant, including but not limited to project, reporting, and audit requirements e Exhibit C: Grantee’s approved application with revisions, if any, and any amendments e e-Signature Instructions for Awardees o Contains instruction on how to sign the Grant Agreement Cover Sheet and the Participant Grant Agreement Cover Sheet (if applicable) using Adobe Sign e Attachment I: Forms Guide o For CalRecycle forms used throughout the Grant Performance Period see CalRecycle Grant Forms web page (https://calrecycle.ca.gov/funding/gms/) to download the forms. Reporting Process CalRecycle requires grantees to report on the progress of their grant on a quarterly basis. The Procedures and Requirements document contains detailed reporting information and deadlines. Payment Request Process CalRecycle will retain 10 percent of each approved Payment Request amount until the Grant Manager approves the Final Report, the final Payment Request, and all required supporting documentation. The Procedures and Requirements document contains detailed payment information. Applications Guidelines and Instructions Beverage Container Redemption Innovation Grant Program, RIG1 (FY 2022-23) Revised February 2024 23 Page 137 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CalRecycle 4D March 2024 Department of Resources Recycling and Recovery Local Government Waste Tire Cleanup Grant Program Application Guidelines and Instructions Cycle 20 (TCU20) Fiscal Year 2024-25 Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 1 Page 138 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Payment Request Process ...................::::ssecsssssesseneensenseceecesesenesessussessusueeseesseeessennanees Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024—25) 3 Page 139 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda August 2024: (tentative): Grants Awarded e CalRecycle considers funding recommendations, and if approved, conditionally awards grants during this month. Notice to Proceed—October 29, 2026: Grant Term For milestones that take place during the grant term, refer to the Procedures and Requirements document. Eligible Applicants California Labor Code section 1782 prohibits a charter city from receiving state funding or financial assistance for construction projects if that charter city does not comply with Labor Code sections 1770-1782. If any applicants or participating entities are charter cities or Joint Powers Authorities that include charter cities, the lead participating entity must certify on the Detail tab of the application that Labor Code section 1782 does not prohibit any included charter city from receiving state funds for the project described in this application. If it is determined after award that an applicant or participating entity is a charter city prohibited from receiving state funds for this grant project, the grant will be terminated and any disbursed grant funds shall be returned to CalRecycle. e All California local government entities (cities, counties, or cities and counties) Special districts e Joint Powers Authorities (JPA) where all JPA members are also otherwise eligible applicants . e Qualifying Tribal Entities. o A Qualifying Tribal Entity is defined as a tribe, band, nation or other organized group or community, residing within the borders of California, which: 1. is recognized for special programs and services provided by the United States because of the status of its members as Native Americans; or 2. can establish that it is a government entity, and which meets the criteria of the grant program. Individual Application An Individual Application is one in which a single eligible entity will be responsible for grant implementation. The applicant in an Individual Application will be responsible for the performance of the grant and all related documentation. In addition, the applicant will be the only entity receiving any real or personal property that is purchased with grant funds. Regional Application Local governments may join together in a Regional Application in which two or more eligible jurisdictions join together for the purpose of grant implementation. A Regional Lead Participant must be designated to act on behalf of all Non-Lead Participants. The Lead Participant is the applicant, and if awarded, will be the grantee responsible for the performance of the grant and all required documentation. CalRecycle will direct all official correspondence and grant payments to the Lead Participant. If a jurisdiction is a Non-Lead Participant in a Regional Application, it may not apply individually. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 5 Page 140 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Eligible and Ineligible Costs Grantees may incur eligible costs only during the Grant Term. For detailed information about eligible and ineligible costs, refer to the Procedures and Requirements document. Environmentally Preferable Purchases and Practices Policy Requirement Consistent with CalRecycle’s core values, CalRecycle requires all applicants to have or develop, adopt, and implement an Environmentally Preferable Purchasing and Practices (EPPP) Policy for their organizations. Applicants must have an EPPP Policy in place prior to submitting their application and certify to this fact on the Detail tab in the application. If applicants do not have an EPPP Policy in place prior to submitting their application, they must certify to the fact that a Policy will be adopted by the secondary due date on the Detail tab in the application. Some additional practices that CalRecycle encourages organizations to include in their EPPP Policies are: e Buildings and Grounds o All building and renovations follow the green building practices for design, construction and operation, where appropriate, as described in the Leadership in Energy and Environmental Design Green Building Rating System (https:/Awww.usgbc.org/resources/leed-v4-building-design-and- construction-current-version). e Continual Improvement o Training is provided to new and existing employees. o Organization regularly evaluates and/or improves implementation of EPPP policy. Additional EPPP Policy resources may be found on the CalRecycle Environmentally Preferable Purchasing (EPP) webpage (https://calrecycle.ca.gov/EPP/) and the Responsible Purchasing Network (http:/Avww.responsiblepurchasing.org/purchasing_guides/all/policies/). Questions and Answers Process Questions regarding the application and its requirements must be emailed to Cathy. Aggergaard@CalRecycle.ca.gov. CalRecycle must receive the questions by March 14, 2024 or the questions will not be accepted. Applicants or interested parties may access the Questions and Answers webpage from the Notice of Funds Available webpage or from the application. CalRecycle may group together similar or related questions and respond to them as one question and reword questions for clarity or to remove identifying information. CalRecycle may update the Questions and Answers webpage intermittently during the Questions and Answers period and post all Questions and Answers approximately two weeks after the deadline. The posted Questions and Answers are subject to updates, and it is the applicant’s responsibility to check the Questions and Answers webpage for the latest information. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 7 Page 141 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda What procedures does CalRecycle have in place to ensure that confidential information is kept confidential? Confidential or proprietary information will be evaluated and analyzed only by CalRecycle staff, kept confidential, and will be maintained with restricted access. Records no longer needed to provide the services offered under the grant program are periodically destroyed, when allowed by audit policies and state law. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 9 Page 142 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Applicant/Participant Tab The applicant name is the legal name of the entity that is legally responsible for grant administration, if awarded. 1. Select the Add Applicant/Participant button and type in the Applicant Name and County. Do not enter your personal name. 2. Search the table for the correct applicant name and select Add Applicant/Participant. 3. Choose the Lead Participant radio button and click Save. e Every application must have a Lead Participant even if it is an individual application with no Non-Lead Participants. If the Participant Search List does not contain your Applicant/Participant name: 2. Click on Add New Applicant/Participant. 3. Enter the Applicant/Participant Name as it appears on the Resolution. Do not include the department or unit name. Do not enter your personal name. e List county names with the name first followed by the word “County,” e.g., “Sacramento County.” e List city names as “City of’ followed by the city’s name, e.g., “City of Sacramento.” 4. Complete all required fields then click Save. For Regional or Joint Powers Authority Applications, add the name of each eligible Non- Lead Participant and select the Participating Jurisdiction radio button. For a list of eligible applicants, please see the Grant Cycle Overview section titled “Eligible Applicants.” Detail Tab Complete this tab as follows: 1. Enter a dollar amount in the Grant Funds Requested field. Do not exceed the maximum grant award amount of $100,000 for an individual application or $250,000 for a regional application. Please round all amounts to the nearest whole dollar. 2. Enter the Assembly Districts and Senate Districts. To select more than one district hold the “Ctrl” key while selecting the numbers. 3. Enter the applicant’s Department Name, e.g., “General Services.” If the applicant does not have a department, enter the applicant’s name. Enter the grant payment mailing address. Project Summary/Statement of Use: Provide a general description of the types of areas that the grant funds will remediate, including the proximity to populated areas or sensitive environments, number of tires, proposed method of remediation and end-use, indicating if the tires will be recycled or landfilled. 6. Select the appropriate option for the Resolution Requirement and optional Letter of Designation. 7. Select the appropriate option for the Environmentally Preferable Purchasing and Practices Policy. a k Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 11 Page 143 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda o Approximately how many tires per pile Documents Tab See the Application Documents Section in the Summary tab for documents that must be uploaded in the Documents tab. When uploading a document, enter a document title, select the appropriate document type from the drop-down list, and enter the date that it was executed/signed, if applicable, or select “today’s date.” The Budget Form must be submitted in the Excel format. All other documents may be submitted in either PDF or Word formats. Utilizing a document form other than the official CalRecycle versions, tampering with the CalRecycle version, or otherwise circumventing imposed character limits may subject the applicant to disqualification. Application Submittal and Deadline The Submit Application button located in the Summary tab will be enabled after all required documents have been uploaded. Click the Submit Application button and the application status will change to Submitted. You can only submit the application once; however, you may upload the following documents until the secondary due date: Resolution, Letter of Designation, Letters of Authorization, JPA Agreements. You must submit your application no later than 11:59 p.m. on April 9, 2024. Customer service will be available until 4:00 p.m. on the application due date either by emailing grantassistance@calrecycle.ca.gov or calling (916) 324-1219, however, there is no guarantee CalRecycle will be able to provide support if there is an influx of inquiries. Note: Applications that are not submitted by the due date will be deleted from GMS. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 13 Page 144 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Budget The Budget document is a required application document that must be submitted as an Excel file (do not convert to a PDF). Utilizing a document form other than the official CalRecycle version or tampering with the CalRecycle version will subject the applicant to disqualification from the Local Government Waste Tire Cleanup (TCU) Grant Program. The Budget template is located on the GMS Summary tab under the Application Documents section. Priority Ranking Criteria Checklist The Priority Ranking Criteria Checklist is a required application document. The answers provided on the checklist will be used by CalRecycle to rank each grant application and determine eligibility. The Priority Ranking Criteria Checklist is located on the GMS Summary tab under the Application Documents Section. Applicant’s Documents Below is a list of documents that the applicant is responsible for preparing and uploading to their application. For examples/templates of some of these documents, please refer to the Summary tab. Retain the original hard copy documents for potential CalRecycle audits. See Audit Considerations Section of the Procedures and Requirements for more information. CalEnviroScreen 4.0 Map (or current version available) Applicants with tire amnesty event location(s) within a census tract that is in the 71-100 percentile as calculated using the California Communities Environmental Health Screening Tool (CalEnviroScreen 4.0), must submit printed output(s) from the CalEnviroScreen version 4.0, or current version available (https://oehha.ca.gov/calenviroscreen/report/calenviroscreen-40). CalEnviroScreen 4.0 Map Requirements: e The Map must indicate a specific location or street. e The Map must indicate that the location is within the 71-100 percentile. Instructions for use of map: 1. Using the search icon, search by specific location or street name of a proposed Tire Amnesty event. 2. Click the dot on the map that the search result is pointing to. 3. Click on arrows at the bottom of search result to go to 2 of 2. 4. Locate CalEnviroScreen 4.0 Percentile. If >70-80 or higher, take a screenshot showing map with the search results and upload to GMS. 5. If percentile is lower than the >70-80 range, do not upload into GMS. Local Conservation Corps Letter (Optional) For applicants coordinating with a Local Conservation Corp, upload contracts, Letters of Intent, or other evidence demonstrating that a Local Conservation Corp is assisting the applicant with planning or implementation of an amnesty event. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 15 Page 145 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda a. Five years is encouraged; however, periods of less than five years are acceptable. i. A Resolution that is valid for more than 1 year must contain either: 1. a list of all potential jurisdictions that may serve as Non-Lead Participants, or 2. a provision that the Signature Authority may alter the list of Non-Lead Participants for each grant cycle. b. Ifa Resolution does not specify a time period, CalRecycle will consider the Resolution valid for one year from the date of adoption. 3. Identify the Signature Authority by listing the job title of the person(s) authorized to sign all grant-related documents necessary to implement and close-out the grant(s). a. (Optional but encouraged) The Resolution should authorize the Signature Authority to delegate their signature authority to another person identified by job title. Applicants can only submit a Letter of Designation if the corresponding Resolution includes designee language. 4. Be signed or certified by the governing body. Non-lead Participant The Non-Lead Participant prepares the Letter of Authorization (LOA) and gives the Lead Participant authorization to apply for and to act on its behalf in the implementation and administration of the grant/program. Applicant must submit a Letter of Authorization no later than the secondary due date or CalRecycle will remove the Non-Lead Participant(s) from the application. The LOA must: 1. Be on the Non-Lead Participant’s official letterhead. 2. Specify grant program name. 3. Be valid for as long as the Lead Participant’s Resolution, not to exceed five years; otherwise, the participating entity must date the letter within the last 12 months. 4. Authorize the Lead Participant to submit a Regional or Collaborative Application and act as Lead Agency on behalf of the Non-Lead Participant. 5. Authorize the Lead Participant to execute all documents necessary to implement the grant. 6. Be signed by an individual authorized to contractually bind the Non-Lead Participant. Joint Powers Authority Agreement Joint Powers Authorities (JPA) must upload a copy of their JPA Agreements giving them authority to conduct the project, listing all member entities, and containing the signature of all members. CalRecycle does not require Letters of Authorization for JPA applicants. A JPA applicant must still upload a Resolution as a part of their application and list all JPA members as Non-Lead Participants on the Applicant/Participant tab. Letter of Designation CalRecycle requires a Letter of Designation (LOD) only when the Signature Authority identified in the approved Resolution chooses to delegate their signature authority to another person. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 17 Page 146 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Grant Review and Award Process Grant Application Review Process After the close of the application period, CalRecycle staff will review the applications for completeness and eligibility. Only complete applications will be considered for award. Priority Ranking Criteria Applications within all ranks listed below will be sorted from lowest to highest cost per tire. 1. Rank One. Applicants that meet the following criteria will be Rank One and considered for funding first. Applicants must have a total program cost that is $10.00 or less per tire and one of the following: Sites with existing tire pile(s) that are a serious threat to public health, safety, and the environment (projects that propose to remediate waste tire piles within 1,000 feet of residential homes, schools, recreational areas, waterways, public walkways, airports, commercial or industrial centers, electrical transmission lines, or an environmentally sensitive area). Sites with existing tire pile(s) located within a census tract that is in the 71-— 100 percentile range as calculated using the California Communities Environmental Health Screening Tool (CalEnviroScreen 4.0). This includes qualifying tribal entities who have sites within the 71-100 percentile range or applicants in the Southern border region (San Diego and Imperial counties) that are cleaning up tires on both sides of the border. Applicant must submit printed map(s) from the CalEnviroScreen version 4.0 (https://oehha.ca.gov/calenviroscreen/report/calenviroscreen-40) confirming — they are within the percentile range. Sites with existing tire pile(s) located within the Southern border region (San Diego and Imperial counties). 2. Rank Two. Applicants must provide documentation showing coordination between the jurisdiction and the Local Conservation Corps (LCC) for services related to this program. Applicants must have a total program cost that is $10.00 or less per tire. Example activities might include coordination with an LCC to assist with additional staffing, tire hauling, and servicing surrounding areas. Costs covered by an LCC must be shown on the Budget form as a separate column denoted as "LCC" and will not be included in the calculation of the cost per tire. o The rank two criterion was designed to encourage local jurisdictions to work with their LCCs. California Public Resources Code section 17001(b), pursuant to section 14581.1 and subject to section 17002, provides an annual $5,000,000 allocation from the California Tire Recycling Management Fund to the LCC Grant Program for conducting activities related to the collection and recycling of waste tires. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 19 Page 147 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Grant Award Conditions When awarded, this grant will be subject to two conditions: 1. The recommended grantee must pay all outstanding debts due to CalRecycle, or bring current outstanding payments owed to CalRecycle, within 60 days of the award email date. 2. The recommended grantee’s Signature Authority (or their delegated signature authority) must sign and return the Grant Agreement to CalRecycle. CalRecycle must receive the signed Grant Agreement within 60 days of the date of the award email. Failure to comply with either condition will void the grant award. Applications Guidelines and Instructions Local Government Waste Tire Cleanup Grant Program, TCU20 (FY 2024-25) 21 Page 148 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CalRecycle 4D March 2024 Department of Resources Recycling and Recovery Local Conservation Corps Grant Program Application Guidelines and Instructions Cycle 39 (RLC39) Fiscal Year 2024—25 Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024-25) Page 149 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Grant Cycle Overview The Department of Resources Recycling and Recovery (CalRecycle) offers the Local Conservation Corps Grant Program pursuant to Section 14581.1 of the Public Resources Code. The purpose of the grant is to implement beverage container recycling and litter abatement programs and recycling activities related to the collection and recovery of used oil, electronic waste, and the clean-up and abatement of waste tires. This resource document provides applicants with instructions to access and complete the application online and information about grant administration. The web-based application is in CalRecycle’s Grants Management System (GMS) (https://secure.calrecycle.ca.gov/Grants). The applicant will need to sign in to GMS to complete and submit an application. Note: The following terms used in this document are defined below, unless the context clearly indicates otherwise: e “Applicant” refers to either the legal name of the entity that is legally responsible for grant administration and any entity that will receive and control grant funded equipment, if awarded, or to a person who is completing an application on behalf of the Applicant (this is usually the primary contact listed on the application, but could also be the secondary contact, signature authority, or consultant). e “You” refers to a person who is completing the application on behalf of the Applicant. e “Grantee” refers to an applicant after approval of grant award. Timeline April 16, 2024: Application Due Date e Applicants must submit applications in GMS by 11:59 p.m. on this date. e Customer service will be available until 4:00 p.m. on this date. June 2024 (tentative): Grants Awarded e CalRecycle considers funding recommendations, and if approved, conditionally awards grants during this month. July 1, 2024—June 30, 2026: Grant Term For milestones that take place during the grant term, refer to the Procedures and Requirements document. Eligible Applicants Private entities must be authorized to conduct business in the State of California, by either being registered with the California Secretary of State as a business located in California, being registered as a foreign (out-of-state or out—-of—country) business or processing a business license issued by a California city, county, or city and county. Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024—25) 3 Page 150 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda average/median volumes are encouraged to negotiate a fund swap to focus on more productive material collection programs. o Exchanges of fund amounts are not required to be dollar for dollar (1:1). o A signed memorandum of understanding identifying the exchange amounts by material fund shall be executed between the parties and submitted to CalRecycle for consideration prior to the application due date (see Timeline on page 2). o Newly certified grantees and grantees re-entering the program after a gap in participation cannot swap funds with other Local Conservation Corps for the first three years of participation. Grant Term The Grant Term begins July 1, 2024. The Grant Term ends on June 30, 2026. For detailed information about requirements within the grant term, refer to the Procedures and Requirements document. Eligible and Ineligible Costs Grantees may incur eligible costs only during the Grant Term. For detailed information about eligible and ineligible costs, refer to the Procedures and Requirements document. Indirect Costs For detailed information about indirect costs, refer to the Procedures and Requirements document. Public Records Requests CalRecycle’s policy is to make records requested by the public promptly available in accordance with the laws governing disclosure of records and information to the public. In general, all records in the possession of a state agency are public records subject to disclosure, unless a law provides that a particular kind of record or information is not a public record or is exempt or prohibited from disclosure. Upon request, the entire contents of the submitted application are subject to public records requests. This may include contact information, project summary, uploaded documents, and scoring information. Public records may be requested from CalRecycle through the California Public Records Act Requests web page (https:/Awww2.calrecycle.ca.gov/Forms/ContactUs/PublicRecordsRequest/). Confidentiality The following describes the treatment of certain confidential or proprietary information under the California Public Records Act (Government Code 6250, et seq.) and related regulations. It also describes how questions are resolved on whether information is truly confidential, the legal protections for confidential information, and internal and program procedures to maintain confidentiality. Confidential or Proprietary Information Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024—25) 5 Page 151 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Application Instructions Application Access The application is available in CalRecycle’s web-based Grants Management System (GMS). Access to GMS is secure; therefore, you must have a CalRecycle WebPass to log in to the system. Those who have not previously obtained a CalRecycle WebPass can create an account at the CalRecycle WebPass page (https://secure.calrecycle.ca.gov/WebPass/). To start the application: 1. Log in to GMS (https://secure.calrecycle.ca.gov/Grants). 2. Select My Grants on the top left. e Find My Active Grant Applications 3. Find Local Conservation Corps Grant Program (RLC39: 2024-25) and select Application on the right of the same line. 4. |f you are unable to locate Local Conservation Corps Grant Program (RLC39: 2024-25) under My Active Grant Applications, please email grantassistance@calrecycle.ca.gov to provide you access to the application. GMS Tabs - Application Contents and Instructions The components of the application are divided into tabs. Please note that some of the information from your RLC38 application was pre-filled for you; however, you must review all this information to verify it is accurate and fill in where blank. Update information where appropriate and follow these instructions. To fill out an application, click on each tab and complete the sections in each tab as required. General directions are on the top of each tab, and detailed information about the requirements for each tab is listed below. The applicant is responsible for a complete application. This includes signing documents, uploading required documents, and submitting the application by the due date(s). Failure to do so will result in disqualification from the Local Conservation Corps Grant Program. Examples of disqualifications may include: e Applicant does not meet the eligibility requirements. Project is not eligible. Applicant fails to use required CalRecycle documents or forms. Applicant uploads incomplete or blank documents to the Documents tab. Signature Authority fails to sign Application Certification or any document that requires a signature. e The online application is incomplete or missing information. Summary Tab This tab provides a summary of the application, due dates, resource documents and links, application documents, and the Application Submission section. It is the applicant’s responsibility to submit all required documents, based on the particular grant application/project, by the appropriate due date. Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024—25) 7 Page 152 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Note: CalRecycle requires a valid email address for the Signature Authority in order to route the Grant Agreement, if awarded. e Primary Contact. One person who the Signature Authority or their designee has authorized to manage and oversee the grant. This person will be the first contact with whom the Grant Manager will communicate. e Signature Authority. The person(s) authorized to sign CalRecycle documents, such as grant applications, grant agreements, etc., as authorized by a board/council-adopted Resolution, Letter of Designation, or Letter of Commitment (if applicable). e Secondary Contact. A person authorized (by the Primary Contact or Signature Authority or their designee) as the alternate person with whom the Grant . Manager will communicate. (Not required.) e Consultant. A professional who provides advice in an area of expertise. If CalRecycle awards a grant to the applicant, the consultants may manage the grant or only conduct specific activities, based on a written agreement between the applicant and the consultant outlining work to be performed. (Not required.) e Participant Signature Authority. (Applicable to Cooperative applications only) The person(s) authorized to sign documents on behalf of their organization, as authorized by a Letter of Commitment, Resolution, or Letter of Designation. Budget Tab Complete the RLC39 Budget Workbook document provided in GMS and follow the steps below. 1. Transfer the total of each budget category from the budget document into the Budget tab of GMS. a. Budget amounts in the budget document must match those entered in the Budget tab. b. The total amounts entered in the Budget tab of GMS must equal the Grant Funds Requested amount shown in the Detail tab. 2. Upload the budget document in Excel format (Excel, PDF, etc.) to the Documents tab of GMS. Utilizing a document form other than the official CalRecycle versions, tampering with the CalRecycle version, or otherwise circumventing imposed character limits, may subject the applicant to disqualification. Documents Tab See the Application Documents Section in the Summary tab for documents that must be uploaded in the Documents tab. When uploading a document, enter a document title, select the appropriate document ‘type from the drop-down list, and enter the date that it was executed/signed, if applicable, or select “today’s date.” Utilizing a document form other than the official CalRecycle versions, tampering with the CalRecycle version, or otherwise circumventing imposed character limits may subject the applicant to disqualification. Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024—25) 9 Page 153 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Application Documents Below is a list of all documents required for a complete application. Instructions on how to obtain all documents are described below. Advance Payment Request Documents (if applicable) Application Certification Budget Workbook Cost Allocation Plan (if applicable) Federal Indirect Cost Rate (FICR) (if applicable) Grant Project Summary Letter of Designation (LOD) (if applicable) Resolution/Letter of Commitment O A N O A R W N > CalRecycle Documents CalRecycle documents are accessible through the Summary tab in the Application Documents section. To access a document, click on the link, open it up, fill it out, save it to your computer, and upload it to the Documents tab. If you are having trouble with a document, email grantassistance@calrecycle.ca.gov or call (916) 341-6809. Altered or reproduced CalRecycle documents or templates may result in automatic disqualification of your application. Unless a document specifies that it may be reproduced as necessary, do not alter CalRecycle documents. Note: Do not include special characters in file names. Doing so may result in automatic disqualification of your application. Application Certification The Application Certification is a required application document that must be generated from GMS. After you have completed each tab of the application and uploaded the required documents, generate the Application Certification. 1. Click “Print Application Certification” under the Application Submission section of the Summary tab. a. Note: You will not be able to click “Print Application Certification” until each tab of the application is completed and all required application documents have been uploaded. 2. Signature Authority signs Application Certification. 3. Upload the signed Application Certification to the Documents tab. Budget Workbook The RLC39 Budget Workbook is an Excel spreadsheet for grantees to enter a category- level budget for each material fund. Tampering with the official CalRecycle Budget Workbook provided, utilizing a different form of this document, or otherwise circumventing the established character limits may subject the applicant to disqualification. This document must be submitted as an Excel file. Do not submit it as a Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024-25) 11 Page 154 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Applicant’s Required Authorization Documents Below is a list of required authorizing documents by application type that the applicant is responsible for preparing and uploading to their application. Authorizing documents are documents which are written by the applicant. The documents give the applicant permission to apply for a grant, accept grant awards, and/or name the person authorized to sign grant documents on the applicant's behalf. Below are the requirements for each type of authorizing document. Read each one carefully to determine which document(s) fits your application and applicant type. Note: For Resolution, Letter of Commitment, Letter of Authorization, Letter of Designation, and Letter of Support templates, refer to the Resolution and Letter Examples (https://www.calrecycle.ca.gov/Funding/SampleDocs) web page. CalRecycle staff are available to answer questions about the Resolution and Letter of Commitment or to review your draft Resolution to ensure it meets the requirements of the grant program. You may email your draft Resolution or draft Letter of Commitment to grantassistance@calrecycle.ca.gov. Individual Application Authorization Documents: If subject to a governing body and board approval is required to legally bind the applicant, the applicant must submit a Resolution no later than the application due date or CalRecycle will deem the application incomplete and disqualify the applicant. The Resolution must: 1. Authorize submittal of an application for one or more specifically named CalRecycle Grant(s) or for all CalRecycle Grants. 2. Identify the job titles of the Signature Authorities authorized to sign all grant- related documents necessary to secure funds and implement the approved project(s). The Resolution may also include language authorizing the Signature Authorities to delegate authority to additional job titles. a. Applicants can only submit a Letter of Designation if the corresponding Resolution includes designee language. 3. Identify the time period during which the authorizations are valid. The minimum duration is the grant term, and the maximum duration is five years from the date of adoption. If the Resolution expires during the application period or the grant term, CalRecycle will require a new valid Resolution. 4. Be certified by the governing body. Note: The Signature Authority must sign a Letter of Designation prior to the designee’s exercise of their authority. If not subject to a governing body, or if board approval is not required to legally bind the applicant, the applicant must submit a Letter of Commitment (LOC). Publicly held businesses or private for-profit companies may submit an LOC even if they are subject to a governing body under the condition that the signatory is an individual authorized to contractually bind the applicant for the conditions of the grant award. The LOC is due by the application due date or CalRecycle will deem the application as incomplete and disqualify the applicant. Applications Guidelines. and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024-25) 13 Page 155 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Once the document(s) have been signed by the Signature Authority, upload the digitally signed document, or scan the wet signature and save it to GMS. Retain the original: document for potential CalRecycle audits. See Audit Considerations Section of the Procedures and Requirements document for more information. If you have questions, email grantassistance@calrecycle.ca.gov. Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024—25) 15 Page 156 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Grant Program Administration Grant Agreement The Grant Agreement binds the Grantee to CalRecycle’s requirements as outlined in the Grant Agreement documents. CalRecycle will send the Grant Agreement Cover Sheet electronically to allow for a certified e-signature using Adobe Sign. These documents shall guide the grantee’s administration of the grant project. Following CalRecycle’s conditional approval of the grant awards, we will email grantees the information below. e Award email e Grant Agreement Cover Sheet (CalRecycle 110) o To be signed by the grantee e Exhibit A: Terms and Conditions o Contain CalRecycle’s standard legal requirements for grants e Exhibit B: Procedures and Requirements o Contain specific requirements for administering this grant, including but not limited to project, reporting, and audit requirements e Exhibit C: Grantee’s approved application with revisions, if any, and any amendments e e-Signature Instructions for Awardee o Contains instruction on how to sign the Grant Agreement Cover Sheet using Adobe Sign e Grant Project Summary e Budget Workbook e Local Conservation Corps Audit Guidelines Reporting Process CalRecycle requires grantees to report on the progress of their grant on a quarterly basis. The Procedures and Requirements document contains detailed reporting information and deadlines. Payment Request Process CalRecycle will retain 10 percent of each approved Payment Request amount until the Grant Manager approves the Final Report, the final Payment Request, and all required supporting documentation. The Procedures and Requirements document contains detailed payment information. Advance Payment Government Code section 11019 authorizes CalRecycle to make advance payments to certified grantees if it is determined that an advance is essential for the effective implementation of recycling programs. CalRecycle may advance up to twenty-five (25) percent of the total funds awarded in each material fund (beverage containers, E-waste, used oil, waste tires). Applications Guidelines and Instructions Local Conservation Corps Grant Program, RLC39 (FY 2024—25) 17 Page 157 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 0 4 P a g e | 1 May 21, 2024 ITEM TITLE ARPA Spending Plan and Agreement: Approve the American Rescue Plan Act (ARPA) Spending Plan Amendment and Second Amendment to the Agreement with Alpha Project, and Reallocate Funds Report Number: 24-0165 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308: Yes 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. Under NEPA, the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to the U.S. Department of Housing & Urban Development Environmental Guidelines. Recommended Action Adopt a resolution (1) amending the American Rescue Plan Act Spending Plan, (2) approving a Second Amendment to 2-party agreement No. 2023-136 with Alpha Project, and (3) reallocating funds for that purpose. (4/5 Vote Required) SUMMARY On May 10, 2021, the U.S. Department of the Treasury announced the launch of the Coronavirus State and Local Fiscal Recovery Funds, established by the American Rescue Plan Act of 2021 (“ARPA”), to provide $350 billion in emergency funding for eligible state, local, territorial, and Tribal governments. The Coronavirus State and Local Fiscal Recovery Funds provide substantial flexibility for each jurisdiction to meet local needs, including support for households, small businesses, impacted industries, and essential workers, in communities hardest hit by the crisis. The City received a total of $57.5 million, which was appropriated by the City Council with the initial plan presented on August 24, 2021 and the Fiscal Year 2023-24 adopted budget. This action proposes to provide Page 158 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 2 an additional amendment to the Spending Plan by reallocating $100,000 from an existing project under the Negative Economic Impacts Category, more specifically, delivering assistance to workers and families through the Alpha Project’s “Take Back the Streets Program”. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with CEQA and NEPA. The activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because the proposal consists of a reporting action, is not for a site-specific project and will not result in a direct or indirect physical change in the environment. Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Under NEPA, the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to the U.S. Department of Housing & Urban Development Environmental Guidelines. Thus, no further environmental review is necessary at this time. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION To support the immediate COVID-19 pandemic response, provide for basic emergency needs, bring back jobs, and lay the groundwork for a strong and equitable recovery, ARPA established the Coronavirus State and Local Fiscal Recovery Funds designed to assist state, local, territorial, and Tribal governments to bolster their response to the COVID-19 emergency and its economic impacts. Treasury launched much-needed relief to:  Support urgent COVID-19 response efforts to continue to decrease spread of the virus and bring the pandemic under control;  Replace lost public sector revenue to strengthen support for vital public services and help retain jobs;  Support immediate economic stabilization for households and businesses; and  Address systemic public health and economic challenges that have contributed to the inequal impact of the pandemic on certain populations. The Coronavirus State and Local Fiscal Recovery Funds provide substantial flexibility for each jurisdiction to meet local needs. Despite improvements in the economy and the lifting of California’s pandemic restrictions, many individuals in our community continue to struggle. The City’s Homeless Outreach Team conducted a n independent Chula Vista count in September of 2023 which revealed that the number of homeless has continued to grow. In March 2020, the City received a direct allocation of Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) funds through the Community Development Block Grant (“CDBG”) program. Along with the allocation, the Department of Housing and Urban Development issued programmatic waivers that eliminated the standard fifteen percent (15%) cap on Public Services CDBG expenditures. The City seized this opportunity to fund a City initiative, Operation Pride. This multidisciplinary approach spans various City departments and agencies to assist with job training and reentry while supporting the City’s clean-up efforts. As partners, the City selected McAlister Institute (Work for Hope Program) and Alpha Project (Take Back the Streets). This program not only provides job opportunities to formerly homeless individuals but assisted City staff in maintaining clean and safe public spaces, including parks and streets since September 2020. Page 159 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 3 Since its initial funding, the program demonstrated that it serves as a catalyst for homeless people who are able to work, providing them with immediate transitional employment and training. The significant rise in trash resulted in staff’s determination that an increase of services from Alpha Project to continue and maintain clean-up efforts would be a substantial benefit to the program and the City. For this reason, staff executed a First Amendment (Number 2023-136) to original Agreement (Number 2021-125) to continue the program. This item seeks to execute a Second Amendment No. 2024-104 to allocate the activity under the negative economic impacts category of the ARPA Spending Plan in the amount of $100,000 to ensure the “Take Back the Street Program” continuation through June 2025. DECISION-MAKER CONFLICT 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.). 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 There is no current year fiscal impact to the City's General Fund as all costs associated with the program are covered by available American Rescue Plan Act funds. Approval of the resolution reallocates $100,000 in ARPA funds that have been previously appropriated. FY 2022 FY 2023 FY 2024 FY 2024 Category Final Budget Final Budget Revised Budget Proposed Adjustments EC 1 - Public Health 9,867,625$ 9,867,625$ (18,751,868)$ -$ 983,382$ HVAC (Project GGV0261)9,000,000 8,900,000 (17,900,000) - - COVID Testing/Vaccinations 667,625 367,625 (851,868) - 183,382 SBCS Domestic Violence 200,000 200,000 - - 400,000 Casa Nueva Vida DV Shelter - 400,000 - - 400,000 EC 2 - Negative Economic Impacts 300,000$ 3,822,558$ (3,522,558)$ -$ 600,000$ Jacobs and Cushman San Diego Food Bank 100,000 100,000 - - 200,000 Alpha Project - Take Back the Streets (CRF0020)100,000 100,000 - 100,000 300,000 Homeless Supportive Services (CRF0022)100,000 100,000 - (100,000) 100,000 Eucalyptus Park - 3,522,558 (3,522,558) - - EC 2 - Economic Development 2,900,000$ -$ (51,951)$ -$ 2,848,049$ Small Business Grants 2,600,000 - - - 2,600,000 Choose Chula 100,000 - - - 100,000 Curb/Sidewalk Café Grant 200,000 - (51,951) - 148,049 EC 4 - Premium Pay to Essential Workers 916,000$ 1,541,000$ -$ -$ 2,457,000$ EC 5 - Infrastructure 900,000$ -$ (900,000)$ -$ -$ EC 6 - Revenue Recovery 11,592,750$ 15,827,692$ 23,226,377$ -$ 50,646,819$ Governmental Funds 11,592,750 15,827,692 23,226,377 - 50,646,819 EC 7 - Administrative Expenses -$ -$ -$ -$ -$ TOTAL 26,476,375$ 31,058,875$ -$ -$ 57,535,250$ * As of December 12, 2023 City of Chula Vista - ARPA Spending Plan Total Budget with Proposed Adjustments Page 160 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 4 ONGOING FISCAL IMPACT There is no ongoing fiscal impact to the City's General Fund as all costs associated with the program are covered by available American Rescue Plan Act funds. ATTACHMENTS 1. Second Amendment to Agreement (Number 2024-104) Staff Contact: Angelica Davis, Homeless Solutions Manager Stacey Kurz, Housing and Homeless Services Director Page 161 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE AMERICAN RESCUE PLAN ACT SPENDING PLAN; APPROVING A SECOND AMENDMENT TO THE AGREEMENT WITH ALPHA PROJECT FOR TRANSITIONAL EMPLOYMENT DUE TO THE PUBLIC HEALTH EMERGENCY WITH RESPECT TO THE CORONOVIRUS DISEASE 2019 (COVID-19); AND REALLOCATING FUNDS THEREFOR WHEREAS, on March 11, 2021, the United States Congress passed the American Rescue Plan Act of 2021 (“ARPA”) – CDFA 21.027, which provides fiscal relief funds to State and Local Governments, and other program areas aimed at mitigating the continuing effects of the COVID- 19 Pandemic; and WHEREAS, ARPA is intended to provide support to local governments in responding to the impact of COVID-19 and in their efforts to contain COVID-19 in their communities, residents, and businesses; and WHEREAS, ARPA includes State and Local Fiscal Recovery Funds to support urgent COVID response efforts to decrease the spread of the virus; to replace lost public sector revenue to strengthen support for vital public services; to support immediate economic stabilization for households and businesses; and to address systemic public health and economic challenges that have contributed to inequal impacts of the pandemic on certain populations; and WHERAS, the United States Department of Treasury has adopted the interim final rule as guidance regarding the use of ARPA Funds; and WHEREAS, the City of Chula Vista received $57,535,251 in two tranches with $28,767,625 provided in May 2021 and the remaining $28,767,625 received twelve months later; and WHEREAS, the City Council programed ARPA Funds in accordance with Federal Law and guidance; and WHEREAS, City previously contracted with Alpha Project to administer the Take Back the Streets Program (“Program”) which provides the homeless with immediate transitional employment and training while providing the community with vital cost saving services through the removal of trash and debris throughout Chula Vista; and WHEREAS, in order for an outside agency or City Department to receive and operate a federally funded activity, they must formally enter into a Subrecipient Agreement , which was executed via Agreement No. 2021-125 and a First Amendment No. 2023-136; and Page 162 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 WHEREAS, the City now desires to enter into a Second Amendment No. 2024-104 to continue to operate the Program with additional funding obtained through ARPA; and WHEREAS, contracting with Alpha Project would materially better serve the City’s interest because Alpha Project provides a unique benefit to the community in the form of immediate transitional employment and training for the homeless population at vital costs savings for trash and debris removal throughout Chula Vista; and WHEREAS, Staff has determined that Alpha Project is experienced and staffed in a manner such that they can prepare and deliver the services required by the City. NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Chula Vista that it: 1. Approves the Second Amendment No. 2024-104 to the City of Chula Vista Contractor/Service Provider Services Agreement with Alpha Project To Provide Transitional Employment Due to the Public Health Emergency With Respect To The Coronavirus Disease 2019 (Covid19), in the form presented, with such minor modifications as may be required or approved by the City Attorney, authorizes and directs the City Manager to execute the Second Amendment, and directs a copy of the Second Amendment to be kept on file with the Office of the City Clerk. 2. Amends The American Rescue Plan Act Spending Plan and reallocates funds within the American Rescue Plan Act 2021 Funds under Negative Economic Impacts category as follows:  Increasing of $100,000 in expenditures under the American Rescue Plan Act 2021 Fund (Fund 268), increasing project appropriation for the Alpha Project Take Back the Streets project (CRF0020).  Decrease of $100,000 in expenditures under the American Rescue Plan Act 2021 Fund (Fund 268), from the Homeless Supportive Services project (CRF0022). Homeless Supportive Services Project (CRF0022) ($100,000) Alpha Project Take Back the Streets (CRF0020) $100,000 Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing and Homeless Services City Attorney Page 163 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Amendment to Agreement No.: 2024-104 Consultant Name: ALPHA PROJECT Rev. 1/24/2023 SECOND AMENDMENT to Agreement between the City of Chula Vista and ALPHA PROJECT FOR TRANSITIONAL EMPLOYMENT DUE TO THE PUBLIC HEALTH EMERGENCY WITH RESPECT TO THE CORONAVIRUS DISEASE 2019 (COVID-19) This SECOND AMENDMENT “Amendment” is entered into effective as of May 21, 2024 “Effective Date” by and between the City of Chula Vista (“City”) and ALPHA PROJECT “Consultant” with reference to the following facts: RECITALS WHEREAS, City and Consultant previously entered into Contractor/Services Provider Services “Original Agreement” on December 7, 2021, Agreement Number 2021-125; and, WHEREAS, City and Consultant subsequently amended the original Agreement to extend the term, First Amendment to Original Agreement on July 15, 2023, Number 2023-136; and WHEREAS, City and Consultant desire to amend the Agreement to continue employment services as more specifically set forth below; and NOW, THEREFORE, in consideration of the above recitals and the mutual obligations of the parties set forth herein, City and Consultant agree as follows: 1.Exhibit A, entitled Amended and Restated Scope of Work and Payment Terms is hereby attached hereto and incorporated herein by this reference. 2.Except as expressly provided herein, all other terms and conditions of the Original Agreement shall remain in full force and effect. 3.Each party represents that it has full right, power and authority to execute this SECOND Amendment and to perform its obligations hereunder, without the need for any further action under its governing instruments, and the parties executing this Amendment on the behalf of such party are duly authorized agents with authority to do so. Page 164 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Amendment to Agreement No.: 2024-104 Consultant Name: ALPHA PROJECT Rev. 1/24/2023 SIGNATURE PAGE TO SECOND AMENDMENT TO CONTRACTOR/SERVICES PROVIDER SERVICES ALPHA PROJECT BY:_______________________________ BOB MCELROY PRESIDENT AND CEO CITY OF CHULA VISTA BY: ________________________________ MARIA V. KACHADOORIAN CITY MANAGER APPROVED AS TO FORM BY: _______________________________ MARCO A. VERDUGO CITY ATTORNEY Page 165 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Amendment to Agreement No.: 2024-104 Consultant Name: ALPHA PROJECT Rev. 1/24/2023 EXHIBIT A AMENDED AND RESTATED SCOPE OF WORK AND PAYMENT TERMS 1.Contact People for Contract Administration and Legal Notice A.City Contract Administration: ANGELICA DAVIS, HOMELESS SOLUTIONS MANAGER 276 FOURTH AVENUE; CHULA VISTA, CA 91910 (619) 691-5036 ADAVIS@CHULAVISTACA.GOV For Legal Notice Copy to: City of Chula Vista City Attorney 276 Fourth Avenue, Chula Vista, CA 91910 619-691-5037 CityAttorney@chulavistaca.us B.Contractor/Service Provider Contract Administration: ALPHA PROJECT Bob McElroy, President and CEO 3737 Fifth Ave #203, San Diego, CA 92103 bob@alphaproject.org For Legal Notice Copy to: Bob McElroy, President and CEO 3737 Fifth Ave #203, San Diego, CA 92103 bob@alphaproject.org 2.Required Services A.General Description: Provide job training and placement services to homeless and previously homeless persons. B.Detailed Description: Task Description Deliverables Completion Date 1 Employment and On the Job Training Provide employment opportunities to 2 – 5 people up to five days a week. June 30, 2025 Page 166 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Amendment to Agreement No.: 2024-104 Consultant Name: ALPHA PROJECT Rev. 1/24/2023 3.Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin May 24, 2024 and end on June 30, 2025 for completion of all Required Services. 4.Compensation: A.Form of Compensation Notwithstanding the foregoing, the maximum amount to be paid to the Consultant for services performed through $100,000 shall not exceed a budget of $100,000, as itemized in Exhibit A - Budget.. If the City exercises its option to extend the Agreement, the amount to be paid to the Consultant for services provided during the term of that extension shall not exceed $100,000. If the City exercises all additional options to extend the Agreement, the total amount to be paid to the Consultant for services provided during the initial and optional extension periods shall not exceed $100,000. 5.Special Provisions: None Page 167 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Amendment to Agreement No.: 2024-104 Consultant Name: ALPHA PROJECT Rev. 1/24/2023 EXHIBIT A BUDGET Budget Line Item Amount Fully Burdened Rate (2,666 hours at approximately $37.50 per hour) $100,000.00 Contract total $100,000.00 Page 168 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 0 4 P a g e | 1 May 21, 2024 ITEM TITLE Housing Grant Funding: Approve the Fiscal Year 2024/25 U.S. Department of Housing and Urban Development Annual Action Plan and Appropriate Funds Report Number: 24-0151 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308: Yes Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines and Title 24 of the Federal Code of Regulations. Therefore, pursuant to State Guidelines Section 15060(c)(3) and Federal Guidelines Part 58.34(a)(2) & (3) no environmental review is required. Notwithstanding the foregoing, the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of CEQA State Guidelines and Part 58.34 (a)(2) & (3) of the National Environmental Policy Act (“NEPA”). Recommended Action Adopt resolutions: A) Approving the Fiscal Year 2024/25 U.S. Department of Housing and Urban Development (“HUD”) annual spending plan for the Community Development Block Grant and HOME Investment Partnerships Program within the 2024/25 Annual Action Plan, authorizing the City Manager or designee to execute subrecipient agreements and all HUD documents related to the grants, and appropriating funds for that purpose (4/5 Vote Required); and B) Approving the Fiscal Year 2024/25 U.S. Department of Housing and Urban Development (“HUD”) annual spending plan for the Emergency Solutions Grant within the 2024/25 Annual Action Plan, authorizing the City Manager or designee to execute subrecipient agreements and all HUD documents related to the grant, and appropriating funds for that purpose (4/5 Vote Required). SUMMARY The City of Chula Vista has received and reviewed funding applications for the U.S. Department of Housing and Urban Development grant programs including: (1) Community Development Block Grant; (2) HOME Investment Partnerships Act; and (3) Emergency Solutions Grant funds. On April 3, 2024, the 2024/2025 Page 169 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 2 funding recommendations were released for a 30-day public comment period which closed on May 3, 2024, with no public comments received. At this time, staff is requesting Council approval of the final action plan to be submitted to HUD. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with CEQA and NEPA. The activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines because the proposed activity 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. Under NEPA, the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to HUD Environmental Guidelines. Although environmental review is not required at this time, once the scope of potential project(s) has been defined, environmental review will be required for each project and the appropriate environmental determination will be made. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION As an entitlement community with the U.S. Department of Housing and Urban Development (“HUD”), the City of Chula Vista receives annual funding under three entitlement block grant programs: Community Development Block Grant (“CDBG”), HOME Investment Partnerships Act (“HOME”), and Emergency Solutions Grant (“ESG”). The grant amounts allocated to each jurisdiction are determined using a formula based on statistical and demographic data. The purpose of this funding is to provide housing and suitable living environments, and to expand economic opportunities principally for low- and moderate-income persons. As a recipient of these HUD funds, the City is required to adopt a five-year planning document entitled the Consolidated Plan (the “ConPlan”), which describes the City's five-year strategy for use of these funds based upon the identified goals and objectives related to its housing and community development priorities. The City annually selects activities for funding that best meet the needs of the community as specified within the five-year ConPlan, while also meeting the national objectives and requirements of the grant funds. The selected activities are then incorporated into a one-year planning document, known as the Annual Action Plan (the “Action Plan”). The Action Plan constitutes the City’s formal funding application to HUD for the corresponding grant year. The 2024/25 Action Plan (attached as Attachment 1 for your reference) covers the fifth year of the ConPlan period. The 2024/25 Action Plan was released for a 30-day public comment review period between April 3, 2024 and May 3, 2024; no comments were received. The City must now enter into a formal agreement with HUD, and execute a Subrecipient 2-Party Agreement and MOUs with each approved applicant. Examples of such agreements are provided for reference in Attachments 2 through 4. 2020-24 CONPLAN The City’s 2020-24 Five-Year ConPlan identifies a total of five priorities under Housing and Community Development for funding consideration. Page 170 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 3 Table I: 2020-24 Consolidated Plan Funding Priorities PRIORITY GOAL ACTIVITY TYPE Homelessness Assist individuals and families to gain stable housing after experiencing homelessness or a housing crisis by providing appropriate services and housing solutions on a path to stability.  Shelter Operations  Homeless Prevention  Homeless Outreach  Homeless Supportive Services Social Service Programs Invest in community social services to promote equity and serve the most vulnerable of the community’s population. Public Services to Low/Moderate Income including the following population:  Homeless Veterans; Youth; Seniors; Victims of Domestic Violence; Special Needs/Disabled Capital Improvement and Public Facilities Support the development of vibrant, equitable and accessible neighborhoods by investing in public facilities and infrastructure.  ADA improvements  New streets and sidewalks  Public facility improvements Economic Development Enhance the City’s economic stability by investing in inclusive economic growth initiatives that develop and strengthen small businesses, employment and workforce development programs and improving access to jobs.  Business Financial Assistance Programs  Business Technical Assistance  Job Training and Placement Affordable Housing Increase affordable rental and owner- occupied housing to improve housing opportunities that reflect the community’s needs.  New Construction  Acquisition  Rehabilitation  First-Time Homebuyer Assistance  Tenant-Based Rental Assistance 2024/25 ANNUAL ACTION PLAN Resources HUD released entitlement amounts on May 7, 2024. For the 2024/25 program year, Chula Vista will receive $2,353,427 in CDBG Funds, $788,011 in HOME funds, and $204,011 in ESG funds. These allocations are detailed in Table II below. These figures represent a $32,202 increase in CDBG funds from the prior year, a $106,906 decrease in HOME funds from the prior year, and a $2,103 increase in ESG funds from the prior year. Page 171 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 4 Table II: 2024/25 Federal Grant Funding1 PROGRAM ENTITLEMENT AMOUNT PRIOR YEAR (UNENCUMBERED) TOTAL AVAILABLE FOR 2024/2025 Community Development Block Grant $2,353,427 $0 $2,353,427 Home Investment Partnerships Act $788,011 $0 $788,011 Emergency Solutions Grant $204,011 $0 $204,011 Total $3,345,449 $0 $3,345,449 1 amounts rounded up to whole dollars. Funding Requests As part of the annual Action Plan process, the City releases a Notice of Funding Availability (“NOFA”) for the three grant programs. City Staff emailed the NOFA to all formerly funded agencies and interested parties and advertised the NOFA at local meetings of the Chula Vista Community Collaborative, posted the NOFA on the City’s website, and announced the NOFA at a Council public hearing on January 23, 2024 which was advertised in the Star News. The NOFA was released on February 1, 2024, with a submittal deadline of March 1. Housing staff has reviewed all proposals to ensure compliance with the prescribed regulations and consistency with the City’s goals and objectives. An executive summary was prepared for each request which summarizes the requested funding level, proposed use of funds, and benefit to the community. The federal grant funding recommendations for CDBG, HOME, and ESG are also summarized below. Community Development Block Grant (CDBG) For FY 2024/25, the City will utilize a total of $2,353,427 of CDBG funds. All projects considered for funding must address at least one of the three CDBG National Objectives: (1) benefit primarily low/moderate income families; (2) aid in the prevention or elimination of slums or blight; or (3) meet community needs due to a major emergency such as a natural disaster. Projects are then classified into three distinct categories: 1. Administration and Planning 2. Public Services 3. Capital Improvement Projects (“CIPs”) and Community Development Below is a summary of the funding recommendations under each respective category. 1. Administration/Planning Recommendations Funds under this category cover all City staff costs associated with the management and administration of the City of Chula Vista's CDBG program including regulatory compliance, contract administration, subrecipient monitoring, and fiscal management. This also includes preparation of the required planning documents, such as the Action Plan, the ConPlan, and the Analysis of Impediments to Fair Housing Choice. As detailed in Table III, Federal regulations governing the CDBG program limit the amount that the City spends on administration/planning activities to 20 percent (20%) of the entitlement amount for the program year (cap of $470,685 in 2024/25). A portion of the City’s CDBG Administration/Planning allocation is allocated to the City’s Fair Housing Provider. This year, the City received multiple applications from Fair Housing Providers. After careful Page 172 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 5 and thorough review of the applications Staff recommends that City continue to contract with CSA San Diego County. Table III: 2024/25 CDBG Administration Funding Applicant Program Recommended 1 Housing and Homeless Services Department CDBG Administration/Planning $405,685 2 CSA San Diego County Fair Housing and Tenant/Landlord Services $65,000 Total $470,685 2. Public Services Program Recommendation Funds for Public Services activities are awarded to local agencies and community organizations to implement projects and programs that improve the lives of low-income residents, including the elderly, disabled, at-risk, and persons living in homelessness. The amount of funds the City may allocate to public services is limited to fifteen percent (15%) of the annual CDBG entitlement (cap of $353,014 in 2024/25). Staff’s funding recommendations for public service activities are based on funding priorities established in the ConPlan, along with application scoring and an established ranking criterion which categorizes the programs by community need (Tier I-III, with Tier I being the highest). Public Services Community Need Ranking Tier I (highest) Tier II Tier III Emergency Needs: Programs that address basic, fundamental needs including shelter, food, and other commodities. Special Needs/Disabled: Programs that provide services to persons with disabilities, special needs, and who are at high-risk. Other General Services: All other services which do not fall within Tier I or II and provide general public services to low/moderate income persons. A total of fourteen public services applications were received and all fourteen are being recommended for funding. All recommended funding requests are previous grant recipients and are in good standing with the City of Chula Vista and HUD. Summarized in Table IV are the list of public services applicants, their program names, requested funding, and amount of recommended funding by Staff. Table IV: 2024/2025 CDBG Public Services Applicant Program Requested Recommended 3 Chula Vista Elementary School District Family Resource Center Emergency & Basic Services1 $50,000 $25,000 4 Chula Vista Housing and Homeless Services Department Hotel/Motel Voucher Program $25,000 $16,014 5 City of Chula Vista Parks and Rec Norman Park Senior Center $30,000 $30,000 6 City of Chula Vista Parks and Rec Therapeutic Recreation Programs for Adults with Severe Disabilities $20,100 $20,000 7 Family Health Centers of San Diego Family Health Centers of San Diego Mobile Medical Services $30,000 $30,000 8 Jacobs & Cushman San Diego Food Bank Food for Kids Backpack Program $15,000 $15,000 Page 173 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 6 9 Mama's Kitchen Home-Delivered Meal Service $10,000 $10,000 10 McAlister Institute Work for Hope1 $363,524 $60,000 11 Meals-on-Wheels Greater San Diego Senior Meal Delivery & Accompanying Services1 $30,000 $25,000 12 SBCS Corporation Family Violence Support Services $44,802 $40,000 13 SBCS Corporation Homeless Services1 $50,120 $40,000 14 SBCS Corporation South Bay Food Program1 $20,000 $11,000 15 Voices for Children Court Appointed Special Advocate (CASA) Program1 $20,000 $15,000 16 Interfaith Shelter Network of San Diego Rotational Shelter Program $17,000 $16,000 Total $353,014 1The amount of funding recommended reflects previous allocations to this project. 3. CIPs and Community Development After the Public Services and Administration activities are funded, an estimated total of $1,529,728 remains for eligible capital improvement projects, public facility improvements, and other housing/community/economic development-related activities. The City has earmarked $682,450 for the annual Castle Park Infrastructure Section 108 debt service payment, with four years remaining on the 20-year loan term. This leaves a balance of $847,277 for new projects. To be considered eligible for funding within the CIP category, the project must be located in a primarily residential area designated as low/moderate income by the U.S. Census and cannot be regional in nature (serving the entire City or county region). Priority is given to those projects with the most effectiveness and the greatest feasibility by demonstrating leveraging of additional funding sources, benefit and impact to the community, and relevance to the City of Chula Vista’s Critical Needs List and/or 2020 Active Transportation Master Plan. A total of five applications are recommended for funding under this category and summarized in Table V below: the City’s Section 108 Loan payment, the City’s Community Housing Improvement Program (CHIP), the City’s Housing Services Program, one CIP (3rd Avenue sidewalks), and the BOOST program offered by Upwards, formerly WeeCare Inc. A funding request received for an additional CIP, Alpine Avenue, is not recommended for funding at this time, after discussion with City Engineering Department. Table V: 2024/2025 CDBG Community Development Projects Applicant Program Recommended 17 Chula Vista Engineering Department 3rd Avenue - sidewalks $410,000 18 Upwards BOOST (Business Operations & Optimization Tools) $240,000 19 Chula Vista Housing and Homeless Services Department Community Housing Improvement Program $122,277 Page 174 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 7 20 Chula Vista Housing and Homeless Services Department Housing Services $75,000 21 Chula Vista Housing Homeless Services Department Section 108 Loan $682,451 TOTAL $1,529,728 The 3rd Avenue project is for sidewalk gap improvements along Third Avenue West/South Orange Ave. to Anita St., East/South Anita St. to Zenith Street. The project will include installation of missing curb, gutter, and sidewalk in various locations. Per CDBG regulations, CIP projects must serve an area where at least 51% of residents are low and moderate income. The map on the right illustrates the project limits and HUD-designated Low/Moderate Income Census Tract (shaded in Yellow). The BOOST Program offered by Upwards assists micro-enterprise in-home daycares through personalized coaching and technical assistance. Low-income business owners in Chula Vista will be assisted, increasing both the strength and income of these microenterprise daycares, while also increasing childcare options for Chula Vista residents. This p rogram’s goals align with the City’s 2020-24 ConPlan economic development goals of business technical assistance and job creation. Upwards demonstrates thorough knowledge of CDBG regulations, is in good standing with HUD, and Staff are fully confident in their ability to execute the programming. Home Investment Partnerships Act (HOME) HOME funds may be used to provide affordable rental housing and home ownership opportunities through: 1. New construction 2. Acquisition 3. Rehabilitation 4. First-time homebuyer assistance 5. Tenant-based rental assistance For 2024/25, the City of Chula Vista will utilize the HOME entitlement (allocation amount of $788,011) to address the City’s housing priorities identified in the 2020-24 ConPlan and summarized in Table VI. Per the HOME regulations, fifteen percent (15%) of the annual allocation must be set aside to assist Community Housing Development Organizations (CHDOs) for the creation of affordable housing units (minimum of $118,202 in 2024/25). Should these funds not be utilized in a timely manner for this specific purpose, these funds would be recaptured by HUD and would be unavailable to the City. The City will allocate this year’s 15% towards “Production of Affordable Housing”, with the intent to award funds to an affordable housing developer identified through an RFP process that closed in April 2024. The City received one application eligible for HOME funds from SBCS to provide tenant-based rental assistance for general low- and moderate-income residents. The remainder of the funds will be utilized for the City’s own tenant-based rental assistance. 3rd Avenue Improvement Project Limits Page 175 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 8 Table VI: 2024/25 HOME Projects Applicant Program Recommended 25 Chula Vista Housing and Homeless Services Department HOME Planning and Administration $78,801 26 Chula Vista Housing and Homeless Services Department Production of Affordable Housing2 $118,202 27 Chula Vista Housing and Homeless Services Department Tenant-Based Rental Assistance $191,008 28 SBCS Corporation Tenant-Based Rental Assistance $400,000 TOTAL $788,011 2CHDO funding set-aside. Emergency Solutions Grant (ESG) Chula Vista will receive $204,011 in ESG entitlement funds for FY 2024/25. ESG funds may be used to provide homeless services through: 1. Homeless Prevention 2. Rapid Re-Housing (rental assistance) 3. Street Outreach 4. Emergency Shelter 5. Homeless Management Information Systems (“HMIS”) The City received one proposal for ESG; an application from SBCS Corporation for operations of the Casa Nueva Vida shelter. SBCS is a previous grant recipient and is in good standing with the City of Chula Vista and HUD. The remaining funds will be earmarked for Planning and Administration Costs (7.5% of the entitlement, $15,301 in 2024/25), and Homeless Prevention Services, as detailed in Table VII. The Homeless Prevention program will be administered by Housing staff. Table VII: 2024/2025 ESG Projects Applicant Program Recommended 22 Housing and Homeless Services Department ESG Planning and Administration $15,301 23 Housing and Homeless Services Department Homeless Prevention Program $118,710 24 SBCS Corporation ESG - Casa Nueva Vida $70,000 TOTAL $204,011 Conclusion While the ESG and the HOME programs were designed to meet very specific objectives, the CDBG program allows flexibility in the type of activities it funds. This allows the City to leverage its CDBG funds with ESG and HOME funds to maximize the impact of the grant funding to meet the housing needs of the lower income community. As the cost of housing has increased year after year, far outpacing income growth, housing has become increasingly unaffordable to more members of the community. The City’s Housing and Homeless Services Department continues to pursue funding opportunities to leverage with available Housing funds, including HOME, to develop affordable housing projects and programs. Staff recommends that the City Council adopt the 2024/25 Action Plan as presented and authorize its submittal to HUD. Staff additionally recommends that City Council authorize the City Manager to execute all Page 176 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 9 Subrecipient Agreements and MOUs with each approved applicant . DECISION-MAKER CONFLICT 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 3rd Avenue CIP which are the subject of this action. It was determined that Mayor John McCann has real property holdings within 500 feet of the boundaries of the property located at 31 4th Avenue which is also the subject of Resolution B. Consequently, pursuant to California Code of Regulations Title 2, sections 18700 and 18702.2(a)(7), 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 has been informed and believes that Councilmember Morineau may recuse herself from participation in this item to avoid the appearance of a conflict of interest. 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 There are no current year fiscal impacts to the General Fund as a result of this action. In the unlikely event that HUD should withdraw the City's CDBG, HOME, and ESG funding, the Agreements/Memorandum of Understandings provide that the City is no t obligated to compensate subrecipients or City Departments for program expenditures. Recommended funding allocations are summarized below. Community Development Block Grant (CDBG) Public Services $353,014 CDBG Administration and Planning $470,685 Section 108 Loan Payment $682,450 Capital Improvement and Housing $1,529,728 Subtotal $2,353,427 Home Investment Partnerships Act (HOME) HOME Planning and Administration $78,801 Affordable Housing Projects/Programs $709,210 Subtotal $788,011 Emergency Solutions Grant (ESG) ESG Administration and Planning $15,301 Shelter Services $70,000 Homeless Prevention and Rapid Re-Housing $118,710 Subtotal $204,011 TOTAL CDBG, HOME and ESG $3,345,449 Page 177 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 10 ONGOING FISCAL IMPACT There is no ongoing fiscal impact to the City's General Fund as a result of this action. All costs associated with the administration of the CDBG, HOME and ESG programs are covered by the respective grants. ATTACHMENTS 1. 2024/25 Annual Action Plan 2. Sample CDBG Interdepartmental MOU 3. Sample CDBG Subrecipient Agreement 4. Sample ESG Subrecipient Agreement 5. Sample HOME TBRA Agreement Staff Contact: Dania Gonzalez, Principal Management Analyst Mark Barnard, Management Analyst II Page 178 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA (1) APPROVING THE FISCAL YEAR 2024/25 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SPENDING PLAN FOR THE COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIPS PROGRAM; (2) AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXECUTE SUBRECIPIENT AGREEMENTS AND ALL HUD DOCUMENTS RELATED TO THE GRANTS; AND (3) APPROPRIATING FUNDS THEREFOR WHEREAS, as a Department of Housing and Urban Development (“HUD”) entitlement community, the City of Chula Vista receives grant funds under the Community Development Block Grant (“CDBG”) and the Home Investment Partnerships Program (“HOME”); and WHEREAS, staff has prepared the Fiscal Year 2024/25 Housing and Urban Development Federal Grant Spending Plan and 2024/25 Annual Action Plan using the goals set forth in the Consolidated Plan (“Consolidated Plan”) and in accordance with HUD Rules and Regulations; and WHEREAS, the City will receive a Fiscal Year 2024/25 CDBG entitlement of approximately $2,353,427 and a HOME entitlement of approximately $788,011; and WHEREAS, the City followed its Citizen Participation Plan and held public hearings on housing and community needs in February and April 2024, at which time public testimony was received and considered by the City Council with respect to the FY 2024/25 Annual Action Plan: and WHEREAS, staff has determined that the proposed activities are eligible for CDBG and HOME funding; and WHEREAS, each CDBG project and program meets national objectives to benefit primarily low/income households or aid in the elimination of slums and blight; and WHEREAS, staff has determined that the subrecipients identified in the FY 2024/25 Annual Action Plan, as summarized in the Federal Grant Spending Plan attached hereto as Exhibit 1, are experienced and staffed in a manner such that they can prepare and deliver the services required by the City; and WHEREAS, in the event that HUD withdraws the City's CDBG or HOME funding, the City is not obligated to compensate the sub/recipients/contractors for program expenditures; and Page 179 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda WHEREAS, in the event that the City receives a greater or smaller CDBG allocation , the increase or decrease of funds will be applied to the Community Housing Improvement Program identified in Exhibit 1 attached hereto; and WHEREAS, in the event that the City receives a greater or smaller HOME allocation the increase or decrease of funds will be applied to the City’s Tenant Based Rental Assistance program identified in Exhibit 1 attached hereto. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, as follows: 1. That it approves the 2024/25 Annual Action Plan, a copy of which shall be kept on file with the City Clerk and made available to the public upon request. 2. That it authorizes the City Manager or designee to execute any and all agreements and necessary amendments for the management and implementation of the Fiscal Year 2024/25 Annual Action Plan, CDBG and HOME Programs, between the City of Chula Vista and each subrecipient, and it further authorizes the City Manager or designee to make such minor modifications as may be approved or required by the City Attorney. 3. That it authorizes the City Manager or designee to enter into Memorandums of Agreement, in substantially the form presented, for the management and implementation of the Fiscal Year 2024/25 Annual Action Plan, CDBG Capital Improvement Projects, with the Directors of Engineering and Community Services, and it further authorizes the City Manager or designee to make such minor modifications as may be approved or required by the City Attorney. 4. That it authorizes the City Manager or designee to execute the HUD Funding Approval Agreements and any other related documents necessary to obtain the HUD grants. 5. That it authorizes funding of the Fiscal Year 2024/25 HUD Annual Action Plan CDBG and HOME activities detailed in Exhibit 1 attached hereto in the amount of $3,141,438. 6. That it authorizes an appropriation in the amount of $3,141,438 for the Community Development Block Grant and HOME Program Grants. Presented by Approved as to form By: Stacey Kurz Marco A. Verdugo Director of Housing & Homeless Services City Attorney Page 180 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 3 EXHIBIT 1 Page 181 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA (1) APPROVING THE FISCAL YEAR 2024/25 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SPENDING PLAN FOR THE EMERGENCY SOLUTIONS GRANT; (2) AUTHORIZING THE CITY MANAGER OR DESIGNEE TO EXECUTE SUBRECIPIENT AGREEMENTS AND ALL HUD DOCUMENTS RELATED TO THE GRANT; AND, (3) APPROPRIATING FUNDS THERFOR WHEREAS, as a Department of Housing and Urban Development (“HUD”) entitlement community, the City of Chula Vista receives grant funds under the Emergency Shelter Grant program(“ESG”); and WHEREAS, staff has prepared the Fiscal Year 2023/24 Housing and Urban Development Federal Grant Spending Plan and 2024/25 Annual Action Plan using the goals set forth in the Consolidated Plan (“Consolidated Plan”) and in accordance with HUD Rules and Regulations; and WHEREAS, the City will receive a Fiscal Year 2023/24 ESG entitlement of approximately $204,011; and WHEREAS, the City followed its Citizen Participation Plan and held public hearings on housing and community needs in February and April 2024, at which time public testimony was received and considered by the City Council with respect to the FY 2024/25 Annual Action Plan: and WHEREAS, staff has determined that the proposed activities are eligible for ESG funding; and WHEREAS, staff has determined that the subrecipients identified in the FY 2024/25 Annual Action Plan, as additionally summarized in the Federal Grant Spending P lan attached hereto as Exhibit 1, are experienced and staffed in a manner such that they can prepare and deliver the services required by the City; and WHEREAS, in the event that HUD withdraws the City's ESG funding, the City is not obligated to compensate the sub/recipients/contractors for program expenditures; and WHEREAS, in the event that the City should receives a greater or smaller ESG allocation the increase or decrease of funds will be applied to the Homeless Services Program identified in Exhibit 1 attached hereto. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, as follows: Page 182 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 1. That it approves the 2024/25 Annual Action Plan, a copy of which shall be kept on file with the City Clerk and made available to the public upon request. 2. That it authorizes the City Manager or designee to execute any and all agreements and necessary amendments for the management and implementation of the Fiscal Year 2024/25 Annual Action Plan, ESG Programs, between the City of Chula Vista and each subrecipient, and it further authorizes the City Manager or designee to make such minor modifications as may be approved or required by the City Attorney. 3. That it authorizes the City Manager or designee to execute the HUD Funding Approval Agreements and any other related documents necessary to obtain the HUD grants. 4. That it authorizes funding of the Fiscal Year 2024/25 HUD Annual Action Plan ESG activities as detailed in Exhibit 1 attached hereto in the amount of $204,011. 5. That it authorizes an appropriation in the amount of $204,011 for the Emergency Solutions Grant. Presented by Approved as to form By: Stacey Kurz Marco A. Verdugo Director of Housing & Homeless Services City Attorney Page 183 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 3 EXHIBIT 1 Page 184 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 1 OMB Control No: 2506-0117 (exp. 09/30/2021) Page 185 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 2 OMB Control No: 2506-0117 (exp. 09/30/2021) Executive Summary AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) 1. Introduction Each year, the City of Chula Vista participates (as an entitlement jurisdiction) in the Community Development Block Grant Program (CDBG), HOME Investment Partnerships Program (HOME), and Emergency Solutions Grant Program (ESG). These programs are administered by the US Department of Housing and Urban Development (HUD) and provide funding for a variety of different community development, housing, and public service activities. Regulations governing the CDBG program require that each activity undertaken with CDBG funds meet one of the following three broad national objectives: 1) Benefit people with low- and moderate-incomes; 2) Aid in the prevention or elimination of slums and blight; 3) Meet an urgent need (such as earthquake, flood, or hurricane relief). According to HUD's Consolidated Plan Final Rule, the overall goal of community planning and development programs is to develop viable urban communities by providing decent housing (DH), a suitable living environment (SL), and expanding economic opportunities (EO) principally for low- and moderate-income persons. In addition to meeting one of the General Objective Categories above, HUD requires that project activities funded with entitlement funds also meet one of the following General Outcome Categories: Availability/Accessibility (1), Affordability (2), or Sustainability (3). Each activity funded will thus have a combination of the Objective and Outcome Category listed in the description (i.e. DH-2 would be Decent Housing that is Affordable), which allows for measuring accomplishments for each of the Consolidated Plan's five years. 2. Summarize the objectives and outcomes identified in the Plan This could be a restatement of items, or a table listed elsewhere in the plan or a reference to another location. It may also contain any essential items from the housing and homeless needs assessment, the housing market analysis, or the strategic plan. During development of the FY 2020-2024 Consolidated Plan, which forms the basis for establishing objectives and outcomes in the Strategic Plan and five subsequent Annual Action Plans required by HUD, the following Priority Needs, Program Activities, and related Objectives/Outcomes were established: Priority 1: Affordable Housing (DH-2) [High Need]- Promote, preserve, and assist in the development of affordable housing for low- and moderate- income residents, special needs groups, those at-risk of homelessness, and disproportionately impacted residents. The quantifiable five- year goal is to assist 500 households (100 households annually). Page 186 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 3 OMB Control No: 2506-0117 (exp. 09/30/2021) Priority 2: Infrastructure and Facilities (SL-1) [High Need]- Improve and expand infrastructure and facilities that benefit primarily residential low- and moderate-income neighborhoods. The quantifiable five- year goal is to improve 10 public facilities/infrastructure projects to benefit 5,000 low- and moderate-income residents in the eligible areas (2 projects/1,000 annually). Priority 3: Public Services (SL-1) [High Need]- Provide and improve access to public services for low- and moderate-income persons and those with special needs. Public Services will be funded based on applications received for a variety of services, including, but not limited to: Senior Services, Disabled Services, Youth Services, General Public Services, Homeless Facilities/ Supportive Services, Victims of Domestic Violence Services, Abused and Neglected Children, Foster Youth, Illiterate Adults, and other special needs. The quantifiable five- year goal is to serve 5,000 people (1,000 people annually). Priority 4: Economic Development (EO-1) [High Need]- Provide for the economic development needs of low- and moderate-income persons and neighborhood target areas. The quantifiable five- year goal is to assist 5 businesses (1 business annually) and create/retain 50 jobs (10 jobs annually). Priority 5: Administration and Planning (SL-1) [High Need]- Provide for administration and planning activities to develop housing and community development strategies and programs needed to carry out actions that address identified needs in the Consolidated Plan in accordance with HUD regulations and provide Fair Housing services for all residents. The quantifiable five- year goal is to assist 600 households (120 households annually). Priority 6: Address Homelessness (SL-1) [High Need]- Provide for programs to address the needs of the homeless population. The quantifiable five- year goal is to assist 600 households (120 households annually). Priority 7: Address the COVID 19 Coronavirus Pandemic (SL-1) [High Need]- Provide for programs needed to carry out actions that address identified needs pertaining to the COVID 19 Coronavirus Pandemic. The quantifiable five- year goal is to assist 1,600 households (320 households annually). 3. Evaluation of past performance This is an evaluation of past performance that helped lead the grantee to choose its goals or projects. The City’s CDBG funded programs implemented over the last year have aided in solving neighborhood and community problems by provided a funding source for underserved needs. Specifically, the Capital Improvement Projects have given low-income neighborhoods an improved infrastructure system; public services have helped the City's elderly, youth, homeless, at-risk, victims of domestic violence, and other special needs groups; residents have benefitted from Fair Housing and Tenant/Landlord Counseling Services; residents have been provided affordable housing through construction of new housing units and down payment assistance; the housing stock has been sustained through rehabilitation of housing Page 187 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 4 OMB Control No: 2506-0117 (exp. 09/30/2021) units/lead-based paint testing and abatement, and code enforcement; and emergency shelter and supportive services have been provided to homeless persons/families and/or those at risk of becoming homeless. All of these projects and experiences have helped guide the City in choosing the goals and projects for the new Consolidated Plan Cycle. The City will continue the priorities and projects from the previous Consolidated Plan, as there are still unmet needs due to the limited amount of grant funds received each year. It is anticipated that funding received in the next five years will not be sufficient to complete the remaining infrastructure projects needed within the low- and moderate-income areas identified in the City's Capital Improvement Plan (CIP). Moreover, affordable housing, public services, fair housing and administration are still High priority needs in the community and will therefore receive continued funding. As economic development has somewhat more restrictive regulations attached to it, it will be included in the Consolidated Plan as a High priority need, but it may not be funded with CDBG funds during this cycle. Instead, the City will seek to fund economic development using leveraged resources and will consider CDBG funding should funds become available. 4. Summary of Citizen Participation Process and consultation process Summary from citizen participation section of plan. In accordance with the City’s adopted Citizen Participation Plan, the City facilitated citizen participation through surveys, community meetings and public hearings. Efforts in FY 2024-2025 were made to encourage participation by low- and moderate-income persons, particularly those living in slum and blighted areas and in areas where HUD funds are proposed to be used, and by residents of predominantly low- and moderate-income neighborhoods. The City also made efforts to encourage the participation of minorities and non-English speaking persons, as well as persons with disabilities. Further description of the consultation and citizen participation efforts can be found in the Appendix D. 5. Summary of public comments No comments were received on the FY 2024-2025 Annual Action Plan. 6. Summary of comments or views not accepted and the reasons for not accepting them No comments were received that were not accepted on the FY 2024-2025 Annual Action Plan. 7. Summary During FY 2024-2025, the City of Chula Vista Will receive funds from HUD, which will be used as discussed in AP 35. Page 188 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 5 OMB Control No: 2506-0117 (exp. 09/30/2021) PR-05 Lead & Responsible Agencies – 91.200(b) 1. Agency/entity responsible for preparing/administering the Consolidated Plan Agency Role Name Department/Agency CDBG Administrator CHULA VISTA Department of Housing and Homeless Services HOME Administrator CHULA VISTA Department of Housing and Homeless Services ESG Administrator CHULA VISTA Department of Housing and Homeless Services Table 1 – Responsible Agencies Narrative (optional) As shown in Table 1, the City of Chula Vista has established the Department of Housing and Homeless Services as the primary entity responsible for administering the City’s HUD federal grant programs (CDBG, HOME, ESG). This Department coordinates the planning process, works closely with agencies and nonprofit organizations on both planning and implementation, manages the CDBG, HOME and ESG programs and resources to assure that HUD requirements are met, evaluates project progress and reports on performance to the City Council and HUD. A wide range of local housing and services providers partner with the City to carry out activities identified in the Annual Action Plan and the Public Housing and Section 8 Housing Choice Voucher Program Contact are shown below: Consolidated Plan Public Contact Information City of Chula Vista Department of Housing and Homeless Services, 276 4th Avenue, Chula Vista California, 91910. (619) 692-5047 The primary contact for CDBG, HOME and ESG programs and the Consolidated Planning process is Mark Barnard, Management Analyst; (619) 409-1976; mbarnard@chulavistaca.gov Page 189 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 6 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-10 Consultation – 91.100, 91.200(b), 91.215(l) 1. Introduction The City of Chula Vista consulted with key City departments in the development of the FY 2024-2025 One-Year Action Plan including: Building; Planning; Code Enforcement; Community Services; and Public Works. Information was also collected from other public and quasi-public agencies, during the Consolidated Plan Process which included the Housing Authority and several local Public Service Agencies. Copies of the draft One-Year Action Plan were available during the 30-day public review of the One-Year Action Plan. Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l)) In preparing the FY 2024-2025 One-Year Action Plan, the City incorporated the information contained in the Consolidated Plan needs assessment. This included a wide range of service providers who were contacted to compile information on community needs. Agencies representing persons with HIV/AIDS, homeless persons, low-income youth, persons with disabilities, elderly persons, and persons with alcohol/substance abuse problems were contacted. Specifically, consultation efforts included contacting the following agencies: A Continuum of Care (CoC) is an integrated system of care that guides and tracks homeless individuals and families through a comprehensive array of housing and services designed to prevent and end homelessness. A CoC must have community plan to organize and deliver housing and services to meet the specific needs of people who are homeless as they move to stable housing and maximize self-sufficiency. That plan should include action steps to end homelessness and prevent a return to homelessness. HUD identifies four necessary parts of a continuum: 1)Outreach, intake and assessment; 2) Emergency shelter; 3) Transitional housing with supportive services; and 4) Permanent & permanent supportive housing with services, if needed. Describe coordination with the Continuum of Care and efforts to addr ess the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness. The City coordinates with the San Diego Regional Continuum of Care Council and other public and private organizations within the Continuum of Care to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness. Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate Page 190 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 7 OMB Control No: 2506-0117 (exp. 09/30/2021) outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS As stated above, the City coordinates with the San Diego Regional Continuum of Care Council and other public and private organizations within the Continuum of Care that serve Chula Vista. Staff from various departments will continue to work together with the CoC to develop performance standards that provide a measure to evaluate each ESG subrecipients effectiveness, such as how well the service provider succeeded at the following: 1) targeting those who need the assistance most; 2) reducing the number of people living on the streets or emergency shelters; 3) shortening the time people spend homeless; and 4) reducing each program participant's housing barriers or housing stability risks. These performance standards will be incorporated into the City's Subrecipient Agreements, and to the extent possible, will be tracked and measured in Homeless Management Information System (HMIS). 2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities Page 191 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 8 OMB Control No: 2506-0117 (exp. 09/30/2021) Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization -CITY OF CHULA VISTA Agency/Group/Organization Type Other government - Local Grantee Department What section of the Plan was addressed by Consultation? Housing Need Assessment Homelessness Strategy Non-Homeless Special Needs Market Analysis Economic Development Anti-poverty Strategy Lead-based Paint Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? Various departments were consulted to provide housing information, provide public services information, and general community and economic development information. 2 Agency/Group/Organization -CSA SAN DIEGO COUNTY Agency/Group/Organization Type Housing Service - Fair Housing Regional organization What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide fair housing information. Page 192 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 9 OMB Control No: 2506-0117 (exp. 09/30/2021) 3 Agency/Group/Organization CHULA VISTA COMMUNITY COLLABORATIVE FAMILY RESOURCE CENTER Agency/Group/Organization Type Services - Children Planning organization What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service needs. 4 Agency/Group/Organization FAMILY HEALTH CENTERS OF SAN DIEGO Agency/Group/Organization Type Services-Health What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service needs. 5 Agency/Group/Organization -SAN DIEGO FOOD BANK Agency/Group/Organization Type Services-Children What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service needs. 6 Agency/Group/Organization MAMA'S KITCHEN, INC Agency/Group/Organization Type Services-homeless Page 193 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 10 OMB Control No: 2506-0117 (exp. 09/30/2021) What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children Homelessness Needs - Veterans Homelessness Needs - Unaccompanied youth Homelessness Strategy Non-Homeless Special Needs Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service needs. 7 Agency/Group/Organization MEALS ON WHEELS Agency/Group/Organization Type Services - Elderly Persons Services - Persons with Disabilities What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to senior and disabled needs. 8 Agency/Group/Organization SOUTH BAY COMMUNITY SERVICES Agency/Group/Organization Type Services - Victims of Domestic Violence Services - Homeless Services - Victims Page 194 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 11 OMB Control No: 2506-0117 (exp. 09/30/2021) What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children Homelessness Needs - Veterans Homelessness Needs - Unaccompanied youth Homelessness Strategy Non-Homeless Special Needs Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service needs. 9 Agency/Group/Organization VOICES FOR CHILDREN Agency/Group/Organization Type Services - Children Services - Victims of Domestic Violence Services - Victims Child Welfare Agency What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service needs. 10 Agency/Group/Organization MCALISTER INSTITUTE Agency/Group/Organization Type Services - Employment What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Economic Development Page 195 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 12 OMB Control No: 2506-0117 (exp. 09/30/2021) Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to public service and economic development needs. 11 Agency/Group/Organization INTERFAITH SHELTER NETWORK OF SAN DIEGO Agency/Group/Organization Type Services-homeless What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children Homelessness Needs - Veterans Homelessness Needs - Unaccompanied youth Homelessness Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? This agency was consulted to provide information pertaining to homeless needs. Identify any Agency Types not consulted and provide rationale for not consulting During the preparation of this FY 2024-2025 Annual Action Plan, the City consulted with all agencies that could provide valuable input to the development of the Plan. The City further coordinated with each agency that applied for CDBG/HOME/ESG funds in an effort to determine need and develop annual goals and objectives relative to both of these City planning documents. Time and financial resources limit the ability to consult with all possible agencies serving residents, though a focused effort is made each year to expand on these efforts. Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan? Continuum of Care County of San Diego This agency was consulted for statistics pertaining to homelessness within the County and City. Page 196 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 13 OMB Control No: 2506-0117 (exp. 09/30/2021) Table 3 – Other local / regional / federal planning efforts Narrative (optional) See Narratives above. Page 197 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 14 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-12 Participation – 91.105, 91.200(c) 1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal -setting In the development of the FY 2020-2024 Consolidated Plan, the City developed and implemented a comprehensive citizen participation and consultation process that included a needs assessment and market analysis to identify levels of relative need regarding affordable housing, homelessness, special needs, and community development. This information was gathered through consultation with public officials and local agencies, public outreach, community meetings, demographic and economic data review, and housing market analysis. The City’s Citizen Participation Plan provides for a variety of efforts to broaden public participation in the development of the Consolidated Plan, Annual Action Plan, and various other aspects of the overall Program. Several opportunities for input were available, which are described in the Table below. The process implemented by the City impacted goal setting as it incorporated citizen input at various stages throughout the development of the plan. Specifically, the Community Development Needs Survey results were tabulated and weighted in order to assign a High, Medium, Low, or No Such Needs to the various activity categories. All comments were also reviewed by staff to ensure the needs assessment and strategic plan incorporated those comments as appropriate. At each step in the process, the City was careful to ensure that low- and moderate-income residents, members of minority groups, agencies involved in the provision of services to these populations, and others who are directly impacted by the programs and activities supported by the Consolidated Plan programs had the opportunity to be actively involved. Page 198 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 15 OMB Control No: 2506-0117 (exp. 09/30/2021) Citizen Participation Outreach Sort Order Mode of Outreach Target of Outreach Summary of response/attendance Summary of comments received Summary of comments not accepted and reasons URL (If applicable) 1 Newspaper Ad Non- targeted/broad community On January 19, 2024 the city published a Notice of Funding Availability (NOFA) for the FY 2024-2025 CDBG program in the newspaper. This notice was also posted on the City's website on February 1, 2024 and emailed to local and regional public-service providers; including providers that received CDBG funding during the current fiscal year. Applications to receive CDBG funding were accepted until March 1, 2024. N/A No comments were received. There were no comments received that were not accepted. Page 199 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 16 OMB Control No: 2506-0117 (exp. 09/30/2021) Sort Order Mode of Outreach Target of Outreach Summary of response/attendance Summary of comments received Summary of comments not accepted and reasons URL (If applicable) 2 Public Hearing Non- targeted/broad community The City held a public hearing for the allocation of federal funding on January 23, 2024. N/A No comments were received. There were no comments received that were not accepted. 3 30-Day Public Review Non- targeted/broad community The City held a 30- day public review and comment period from April 3, 2024 through May 3, 2024 N/A No comments were received. There were no comments received that were not accepted. 4 Public Hearing Non- targeted/broad community The City held a public hearing for the approval of the Draft Action Plan on May 21, 2024. N/A No comments were received. There were no comments received that were not accepted. Table 4 – Citizen Participation Outreach Page 200 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 17 OMB Control No: 2506-0117 (exp. 09/30/2021) Expected Resources AP-15 Expected Resources – 91.220(c)(1,2) Introduction During FY 2024-2025, the City of Chula Vista (a CDBG, HOME, and ESG Entitlement jurisdiction) anticipates receiving $2,353,427 in CDBG funds, $788,010 in HOME funds, and $204,011 in ESG funds from the US Department of Housing and Urban Development (HUD). These funds will be used to undertake activities to meet the priorities and corresponding goals of the Consolidated Plan (all of which were determined to be a High Priority needs level). Table 5 illustrates the City’s expected resources, while Tables 6 and 7 provide further detail as related to the City's goals associated with the CDBG funding. Program income received from the repayment of rehabilitation loans (CDBG and HOME), First-Time Homebuyer loans, and residual receipt payments will be automatically re-programmed for loan activities in those same or similar programs from which the funds were originally provided to the greatest extent possible. If additional program income funds are received that are not Page 201 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 18 OMB Control No: 2506-0117 (exp. 09/30/2021) automatically reprogrammed, specific projects will be identified during the mid-year re-allocation process or Annual Action Plan. Anticipated Resources Program Source of Funds Uses of Funds Expected Amount Available Year 1 Expected Amount Available Remainder of ConPlan $ Narrative Description Annual Allocation: $ Program Income: $ Prior Year Resources: $ Total: $ CDBG public - federal Acquisition Admin and Planning Economic Development Housing Public Improvements Public Services 2,353,427 0 0 2,353,427 0 CDBG funds will be used to create a suitable living environment, decent housing, and economic development opportunities for low- and moderate-income residents. HOME public - federal Acquisition Homebuyer assistance Homeowner rehab Multifamily rental new construction Multifamily rental rehab New construction for ownership TBRA 788,010 0 0 788,010 0 HOME funds will be used to create affordable housing opportunities for low- and moderate-income residents. Page 202 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 19 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Source of Funds Uses of Funds Expected Amount Available Year 1 Expected Amount Available Remainder of ConPlan $ Narrative Description Annual Allocation: $ Program Income: $ Prior Year Resources: $ Total: $ ESG public - federal Conversion and rehab for transitional housing Financial Assistance Overnight shelter Rapid re-housing (rental assistance) Rental Assistance Services Transitional housing 204,011 0 0 204,011 0 ESG funds will be used to address homelessness in the City. Other public - federal Other 0 0 0 0 0 Table 5 - Expected Resources – Priority Table Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied The City of Chula Vista has successfully leveraged funds from federal, state, local and private resources to complete several Capital Improvement Projects (CIP) and affordable housing developments in the City’s low- income communities. The most recent CIP project with leveraged funds is the Third Avenue Streetscape Project. The most recent affordable housing development with leveraged funds, Lofts on Landis, completed in January 2016. This development used LIHTC, private financing to construct 33 affordable units. In addition, the leveraged funding from private and non-federal public sources are as follows: Page 203 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 20 OMB Control No: 2506-0117 (exp. 09/30/2021)  Federal Resources: Continuum of Care (CoC) Program, HUD Veterans Affairs supportive Housing (HUD-VASH), Supportive Housing for the Elderly (Section 202), Supportive Housing for Persons with Disabilities (Section 811), Housing Opportunities for Persons with AIDS (HOPWA), Youthbuild, Federal Low-Income Housing Tax Credit Program  State Resources: State Low-Income Housing Tax Credit Program, Building Equity and Growth in Neighborhoods Program (BEGIN), CalHome Program, Multifamily Housing Program (MHP), Housing Related Parks Grant, CalHFA Single and Multi-Family Program, Mental Health Service Act (MHSA)  Funding Local Resources: Housing Authority of the County of San Diego, Southern California Home Financing Authority (SCHFA) Funding  Private Resources: Federal Home Loan Bank Affordable Housing Program (AHP), Community Reinvestment Act Programs, United Way Funding, Private Contributions Matching Requirements HOME: HUD requires HOME recipients to match 25 percent of their HOME annual allocation. In accordance with 24 CFR 92.222.ESG: The City must ensure that ESG funds are matched "dollar for dollar" in accordance with HUD regulations. Matching contributions may be obtained from any source, including Federal source other than ESG program, as well as state, local, and private sources. Additionally, under the ESG program, the recipient may require its subrecipients to make matching contributions consistent with this section to help meet the recipient's matching requirement. Page 204 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 21 OMB Control No: 2506-0117 (exp. 09/30/2021) If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan There is relatively little availability of publicly owned land or property located within the jurisdiction that can be used to address the needs identified in the plan. Discussion See Narratives above. Page 205 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 22 OMB Control No: 2506-0117 (exp. 09/30/2021) Annual Goals and Objectives AP-20 Annual Goals and Objectives Goals Summary Information Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 1 Affordable Housing 2020 2024 Affordable Housing City-Wide Priority 1: Affordable Housing HOME: $788,010 Homeowner Housing Added: 10 Household Housing Unit Homeowner Housing Rehabilitated: 10 Household Housing Unit Direct Financial Assistance to Homebuyers: 10 Households Assisted Tenant-based rental assistance / Rapid Rehousing: 20 Households Assisted 2 Capital Improvement Infrastructure and Facilities 2020 2024 Non-Housing Community Development CDBG Low/Mod Area Census Tracts Priority 2: Infrastructure and Facilities CDBG: $1,529,728 Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit: 11130 Persons Assisted Page 206 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 23 OMB Control No: 2506-0117 (exp. 09/30/2021) Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 3 Public Services 2020 2024 Non-Homeless Special Needs City-Wide Priority 3: Public Services CDBG: $353,014 Public service activities other than Low/Moderate Income Housing Benefit: 2337 Persons Assisted 4 Economic Development 2020 2024 Non-Housing Community Development City-Wide Priority 4: Economic Development CDBG: $240,000 Businesses assisted: 10 Businesses Assisted 5 Administration and Planning/Fair Housing 2020 2024 Planning and Administration/Fair Housing City-Wide Priority 5: Administration and Planning CDBG: $470,685 Other: 20 Other 6 Address Homelessness 2020 2024 Homeless City-Wide Priority 6: Address Homelessness ESG: $204,011 Homelessness Prevention: 160 Persons Assisted Table 6 – Goals Summary Goal Descriptions 1 Goal Name Affordable Housing Goal Description HOME funds will be used to promote, preserve, and assist in the development of affordable housing for low- and moderate- income residents, special needs groups, those at-risk of homelessness, and disproportionately impacted residents. 2 Goal Name Capital Improvement Infrastructure and Facilities Goal Description CDBG funds will be used to improve and expand infrastructure and facilities that benefit primarily residential low- and moderate-income neighborhoods. Page 207 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 24 OMB Control No: 2506-0117 (exp. 09/30/2021) 3 Goal Name Public Services Goal Description CDBG funds will be used to provide and improve access to public services for low- and moderate-income persons and those with special needs. Public Services will be funded based on applications received for a variety of services, including, but not limited to: Senior Services, Disabled Services, Youth Services, General Public Services, Homeless Facilities/Supportive Services, Victims of Domestic Violence Services, Abused and Neglected Children, Foster Youth, Illiterate Adults, and other special needs. 4 Goal Name Economic Development Goal Description Funds will be leveraged to provide for the economic development needs of low- and moderate-income persons and neighborhood target areas. 5 Goal Name Administration and Planning/Fair Housing Goal Description Funds will be used to provide for administration and planning activities to develop housing and community development strategies and programs needed to carry out actions that address identified needs in the Consolidated Plan in accordance with HUD regulations and provide Fair Housing services for all residents. 6 Goal Name Address Homelessness Goal Description Funds will be used to provide for programs to address the needs of the homeless population. Page 208 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 25 OMB Control No: 2506-0117 (exp. 09/30/2021) Projects AP-35 Projects – 91.220(d) Introduction The City’s planned actions include grant administration; providing fair housing services; ensuring the quality of the housing stock through code enforcement and housing rehabilitation; installing new streetlights, ADA ramps, and park renovation; providing public services to seniors (including frail elderly), the disabled, and other non-homeless populations. Projects funded in FY 2024-2025 are listed below. Projects # Project Name 1 CDBG Planning and Administration 2 CSA San Diego Fair Housing Services 3 CDBG PS - CV Elementary School District Family Resource Center 4 CDBG PS - Hotel/ Motel Voucher Program 5 CDBG PS - Norman Park Senior Center 6 CDBG PS - Therapeutic Recreation for Adults with Severe Disabilities 7 CDBG PS FHC Mobile Medical Unit 8 CDBG PS - FB Food 4 Kids Backpack Program 9 CDBG PS - Mama's Kitchen Home Delivered Meal Service 10 CDBG PS - McAlister Institute Work for Hope 11 CDBG PS -Meals on Wheels for Seniors 12 CDBG PS - SBCS Family Violence Support Services 13 CDBG PS - SBCS Homeless Services Program 14 CDBG PS -SBCS Food Program 15 CDBG PS - Voices For Children CASA Program 16 CDBG PS - Interfaith Rotational Shelter 17 CDBG CIPs and CD - 3rd Avenue 19 Upwards- BOOST (Business Operations & Optimization Tools) 20 CDBG CIPs and CD - Community Housing Improvement Program (CHIP) 21 CDBG CIPs and CD - Housing Services 22 CDBG CIPs and CD - Section 108 23 ESG 23 Activities 24 HOME 24 - Planning and Administration 25 HOME 24 - Tenant Based Rental Assistance 26 HOME SBCS - Tenant Based Rental Assistance Page 209 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 26 OMB Control No: 2506-0117 (exp. 09/30/2021) # Project Name 27 HOME 24 - Production of Affordable Housing (CHDO) Table 7 - Project Information Describe the reasons for allocation priorities and any obstacles to addressing underserved needs For FY 2024-2025, CDBG funds have been allocated to projects that contribute to achieving the priority needs and goals established by the 5-Year Strategic Plan. The projects are consistent with the citizen input received during the development of the Consolidated Plan. One of the greatest challenges in meeting the underserved needs of low- and moderate-income persons is having limited financial resources. The City will continue to use CDBG funding to support public service agencies that address the special needs of the underserved, including the elderly and frail elderly and persons belonging to protected classes that have been the victims of housing discrimination. The City also proactively seeks additional resources to better meet the underserved needs. The City has a detailed list of approved Capital Improvement Projects that demonstrate a general public need but, due to the loss of redevelopment, funding is scarce. Federal funds are used to serve the target community, meet the established goals for these funds, and to serve the greatest number of members of the community. The City will use its existing HOME Investment Partnership funds to provide First Time Homebuyer assistance, Acquisition and Rehabilitation of existing housing stock for affordable housing, preservation of affordable housing, and new construction of affordable housing. For public services, the City utilizes CDBG funds. CDBG regulations, limit the amount the City can spend on public services and is capped at 15% of the City’s annual entitlement. The City provides funding to non-profit organizations that demonstrate an ability to provide needed services that directly benefit the residents of the Chula Vista. The use of the City of Chula Vista CDBG funds for public services enables non-profit organization and City Departments to leverage these funds with other funding sources for projects and activities that serve the greatest number of residents with the limited amount of funding. Page 210 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 27 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-38 Project Summary Project Summary Information Page 211 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 28 OMB Control No: 2506-0117 (exp. 09/30/2021) 1 Project Name CDBG Planning and Administration Target Area City-Wide Goals Supported Administration and Planning/Fair Housing Needs Addressed Priority 5: Administration and Planning Funding CDBG: $405,685 Description Funds will be used to administer the City's Community Development Block Grant (CDBG) program. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities All residents will benefit from the administration of the CDBG program, approximately x of which are considered low- and moderate-income. Location Description The CDBG Program is administered from City Hall located at 276 Fourth Ave. Chula Vista, CA 91910. Planned Activities Funds will be used for the staff costs associated with the management and administration of Chula Vista's CDBG program. This includes preparation of the required planning documents, regulatory compliance, contract oversight of the partnering agencies, environmental reviews, and fiscal management. 2 Project Name CSA San Diego Fair Housing Services Target Area City-Wide Goals Supported Administration and Planning/Fair Housing Needs Addressed Priority 5: Administration and Planning Funding CDBG: $65,000 Description The City will contract with CSA San Diego to provide fair housing discrimination complaint intake, enforcement, outreach, and education activities. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities The estimated number of families that will benefit from the proposed activity is 200 people. Location Description Fair Housing Services are administered by CSA located at 327 Van Houten Ave, El Cajon, CA 92020. Page 212 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 29 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities The City will contract with CSA San Diego to provide fair housing discrimination complaint intake, enforcement, outreach, and education activities. 3 Project Name CDBG PS - CV Elementary School District Family Resource Center Target Area CDBG Low/Mod Area Census Tracts Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $25,000 Description The Chula Vista Community Collaborative, through their five Family Resource Centers, on school campuses, will assist families with emergency food and/or grocery store gift cards, and assist with CalFresh applications, recertification and SR7 reports; provide clothing, uniforms, or ancillary services such as transportation assistance, diapers, blankets, and formula; and provide housing navigation or application assistance. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 100 low- and moderate-income people will benefit. Location Description This program is administered by the CV Community Collaborative located at 540 G St, Chula Vista, CA 91910. Planned Activities The Chula Vista Community Collaborative, through their five Family Resource Centers, on school campuses, will assist families with emergency food and/or grocery store gift cards, and assist with CalFresh applications, recertification and SR7 reports; provide clothing, uniforms, or ancillary services such as transportation assistance, diapers, blankets, and formula; and provide housing navigation or application assistance. 4 Project Name CDBG PS - Hotel/ Motel Voucher Program Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $16,014 Page 213 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 30 OMB Control No: 2506-0117 (exp. 09/30/2021) Description Project will provide individuals experiencing homelessness with hotel and motel vouchers. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 20 low- and moderate-income people will benefit who are experiencing homelessness. Location Description This Program is administered by the City's Housing Division located at 276 Fourth Ave. Chula Vista, CA 91910. Planned Activities This program offers a temporary solution to this problem by providing hotel/motel vouchers to homeless individuals and families. The participants must be willing to participate in case management with one of the City's service providers during the transitional phase into permanent, stable housing. 5 Project Name CDBG PS - Norman Park Senior Center Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $30,000 Description Grant funds will focus on the wellbeing of our elderly by providing a number of opportunities for fun, educational, health and fitness, socialization, skill building, and activities that will increase the quality of life for the elderly residents. The public services being offered to the elderly will include educational workshops, creative enrichment activities, free or low costs fitness classes, social and brain enriching activities, support groups, and civic engagement through volunteerism. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities The estimated number of families that will benefit from the proposed activity is 300 elderly people. Location Description Services are available citywide, and the program is administered by the Parks and Recreation Department located at 270 F Street Chula Vista, CA 91910. Page 214 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 31 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities Program will improve health and well-being of our elderly by providing them with a number of opportunities for fun, educational, health and fitness, social, skill building, recreational programs, and activities that will increase the quality of life for the elderly residents in Chula Vista. 6 Project Name CDBG PS - Therapeutic Recreation for Adults with Severe Disabilities Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $20,000 Description CDBG funds will be used for the direct service delivery of recreational programs, camps, classes and special events to presumed benefit adults ages 18+ with severe disabilities. These Therapeutic Recreation programs will be held at City recreation and aquatic facilities throughout the City of Chula Vista. The program sites will operate year-round to accommodate all levels and interests of adults with severe disabilities. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 50 disabled people will benefit. Location Description Services are available citywide, and the program is administered by the Parks and Recreation Department located at 270 F Street Chula Vista, CA 91910. Planned Activities The Therapeutic Recreation programs provide individuals ages five to adult with developmental and/or physical disabilities specifically designed recreational classes and programs they typically would not have access to due to their disability. 7 Project Name CDBG - PS FHC Mobile Medical Unit Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $30,000 Page 215 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 32 OMB Control No: 2506-0117 (exp. 09/30/2021) Description The Mobile Medical Unit (MMU) is a licensed medical clinic that provides high-quality primary healthcare to persons with low and moderate income, including homeless individuals and families in San Diego's most impoverished neighborhoods. In order to reach our most underserved communities, the MMUs are stationed near various social service agencies, substance abuse rehabilitation facilities, public housing complexes, elementary schools, community centers, and homeless shelters. By bringing healthcare services to convenient neighborhood sites, the MMU program eliminates significant barriers for patients who lack transportation, are uninsured, have mental health issues, or do not have another medical site in their immediate area. The MMUs provide well-checkups, preventative care, immunizations, illness management, health screenings to other services, and insurance assistance. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 125 low- and moderate-income people will benefit. Location Description Services are available citywide, and the program is administered by Family Health Centers of San Diego located at 823 Gateway Center Way, San Diego, CA 92102. Planned Activities MMUs are stationed near various social service agencies, substance abuse rehabilitation facilities, public housing complexes, elementary schools, community centers, and homeless shelters. By bringing healthcare services to convenient neighborhood sites, the MMU program eliminates significant barriers for patients who lack transportation, are uninsured, have mental health issues, or do not have another medical site in their immediate area. The MMUs provide well-checkups, preventative care, immunizations, illness management, health screenings to other services, and insurance assistance. 8 Project Name CDBG PS - FB Food 4 Kids Backpack Program Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $15,000 Page 216 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 33 OMB Control No: 2506-0117 (exp. 09/30/2021) Description The Food 4 Kids Backpack Program provides food to elementary school children who receive free/reduced-price school meals during the week but risk hunger during the weekends when school meals are unavailable. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 75 low- and moderate-income youth will benefit. Location Description Services are available citywide, and the program is administered by the San Diego Food Bank located at 9850 Distribution Ave, San Diego, CA 92121. Planned Activities The Food 4 Kids Backpack Program provides food to elementary school children who receive free/reduced-price school meals during the week but risk hunger during the weekends when school meals are unavailable. 9 Project Name CDBG PS - Mama's Kitchen Home Delivered Meal Service Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $10,000 Description The Home-Delivered Meal Service prepares and delivers three medically tailored meals per day (plus healthy snacks), for every day of the year, to Chula Vista residents (and their dependent children) who are vulnerable to malnutrition due to HIV, cancer, diabetes, congestive heart failure, and kidney disease. In addition to receiving medically tailored nutrition at no cost, our clients receive between one and four nutritional counseling sessions with our registered dietitians. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 100 low- and moderate-income people will benefit. Location Description This program is administered by Mama's Kitchen located at 3960 Home Ave, San Diego, CA 92105. Page 217 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 34 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities The Home-Delivered Meal Service prepares and delivers three medically tailored meals per day (plus healthy snacks), for every day of the year, to Chula Vista residents (and their dependent children) who are vulnerable to malnutrition due to HIV, cancer, diabetes, congestive heart failure, and kidney disease. In addition to receiving medically tailored nutrition at no cost, our clients receive between one and four nutritional counseling sessions with our registered dietitians. 10 Project Name CDBG PS - McAlister Institute Work for Hope Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $60,000 Description The Work for Hope (WFH) program operates as a partnership between McAlister Institute and Chula Vista Police Department's (CVPD) Homeless Outreach Team (HOT) and Chula Vista Public Works Department (CVPWD). The program design leverages existing resources and fills gaps in self-sufficiency, as it facilitates long-term recovery by offering homeless individuals in Chula Vista a means for gaining paid work experience and an overall sense of dignity and pride. Its collaborative service delivery works as follows: CVPD HOT works with McAlister's Homeless Outreach Workers (HOWs) to identify and engage individuals who are homeless. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 18 low- and moderate-income people will benefit. Location Description This program operates as a partnership between McAlister Institute and Chula Vista Police Department's (CVPD) Homeless Outreach Team (HOT) and Chula Vista Public Works Department (CVPWD) located at 1180 3rd Ave Ste C3, Chula Vista, CA 91911, 315 4th Ave, Chula Vista, CA 91910, and 1800 Maxwell Rd, Chula Vista, CA 91911 respectively. Page 218 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 35 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities The Work for Hope (WFH) program operates as a partnership between McAlister Institute and Chula Vista Police Department's (CVPD) Homeless Outreach Team (HOT) and Chula Vista Public Works Department (CVPWD). The program design leverages existing resources and fills gaps in self-sufficiency, as it facilitates long-term recovery by offering homeless individuals in Chula Vista a means for gaining paid work experience and an overall sense of dignity and pride. Its collaborative service delivery works as follows: CVPD HOT works with McAlister's Homeless Outreach Workers (HOWs) to identify and engage individuals who are homeless. 11 Project Name CDBG PS - Meals on Wheels for Seniors Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $25,000 Description This project is for Meals on Wheels San Diego County (MOWSDC) to serve unduplicated seniors in the City of Chula Vista with up to two nutritious meals a day accompanied by safety checks and daily in- home social visits, including care navigator support and follow-up care. MOWSDC provides personally delivered meals to seniors in San Diego County daily on weekdays and Saturdays (Sunday meals delivered with Saturday meals), including holidays. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 104 low- and moderate-income people will benefit. Location Description This program is administered by Meals on Wheels located at 270 F St, Chula Vista, CA 91910. Planned Activities This project is for MOWSDC to serve unduplicated seniors in the City of Chula Vista with up to two nutritious meals a day accompanied by safety checks and daily in-home social visits, including care navigator support and follow-up care. MOWSDC provides personally delivered meals to seniors in San Diego County daily on weekdays and Saturdays (Sunday meals delivered with Saturday meals), including holidays. Project Name CDBG PS - SBCS Family Violence Support Services Page 219 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 36 OMB Control No: 2506-0117 (exp. 09/30/2021) 12 Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $40,000 Description The Family Violence Treatment Program includes the following services and activities: Therapeutic counseling and crisis intervention services to adult and children victims of family violence which include the following activities: Domestic Violence Response Team (DVRT) for emergency responses, 24 hr. hotline assistance for domestic violence (DV) victims, and 24 hr. access to emergency shelter; Strengths-based Assessments and Safety Planning for DV victims and their children; Individual counseling and group/family counseling; Unique therapeutic pre-school, Mi Escuelita, for child victims of family violence; and On- going case management and support for victims. All clients also have access to any of SBCS’s other programs including emergency and transitional housing, financial self-sufficiency services, and/or job development. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 389 low- and moderate-income people will benefit. Location Description This program is administered by South Bay Community Services located at 192 Landis Ave, Chula Vista, CA 91910. Planned Activities The Family Violence Treatment Program includes the following services and activities: Therapeutic counseling and crisis intervention services to adult and children victims of family violence which include the following activities: DVRT for emergency responses, 24 hr. hotline assistance for DV victims, and 24 hr. access to emergency shelter; Strengths-based Assessments and Safety Planning for DV victims and their children; Individual counseling and group/family counseling; Unique therapeutic pre-school, Mi Escuelita, for child victims of family violence; and On-going case management and support for victims. All clients also have access to any of SBCSA's other programs including emergency and transitional housing, financial self-sufficiency services, and/or job development. Project Name CDBG PS - SBCS Homeless Services Program Page 220 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 37 OMB Control No: 2506-0117 (exp. 09/30/2021) 13 Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $40,000 Description The Homeless Services Program combines outreach, assessment and housing placement through emergency shelter, hotel/motel vouchers during inclement weather, transitional housing, and rapid rehousing/tenant-based rental assistance. Through the expansion of these services, SBCS will be able to outreach, screen and assess more individuals/families, leading to greater rate of placement, and less time spent on the streets. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 83 homeless people will benefit. Location Description This program is administered by South Bay Community Services located at 192 Landis Ave, Chula Vista, CA 91910. Planned Activities The Homeless Services Program combines outreach, assessment and housing placement through emergency shelter, hotel/motel vouchers during inclement weather, transitional housing, and rapid rehousing/tenant-based rental assistance. Through the expansion of these services, SBCS will be able to outreach, screen and assess more individuals/families, leading to greater rate of placement, and less time spent on the streets. 14 Project Name CDBG PS -SBCS Food Program Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $11,000 Page 221 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 38 OMB Control No: 2506-0117 (exp. 09/30/2021) Description The South Bay Food Program is the largest in Chula Vista, and currently coordinates a number of food distribution efforts: Food for Families, provides over 10,000 pounds of food/household items to homeless and low-income individuals and families each month. Staff and volunteers break down pallets of food and create 30-40 pound packages which include dry food, fresh produce, and non-food items like cleaning supplies, diapers and other household items. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 304 low- and moderate-income people will benefit. Location Description This program is administered by South Bay Community Services located at 192 Landis Ave, Chula Vista, CA 91910. Planned Activities The South Bay Food Program is the largest in Chula Vista, and currently coordinates a number of food distribution efforts: Food for Families, provides over 10,000 pounds of food/household items to homeless and low-income individuals and families each month. Staff and volunteers break down pallets of food and create 30-40 pound packages which include dry food, fresh produce, and non-food items like cleaning supplies, diapers and other household items. 15 Project Name CDBG PS - Voices For Children CASA Program Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $15,000 Description The mission of Voices for Children (VFC) CASA program is to transform the lives of foster children by providing them with Court Appointed Special Advocates (CASAs). CASAs are volunteers who provide a single child or sibling group with comprehensive advocacy in court and in the community. Specifically, funds will be used for advocacy services, case assessment, and monitoring. Target Date 6/30/2025 Page 222 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 39 OMB Control No: 2506-0117 (exp. 09/30/2021) Estimate the number and type of families that will benefit from the proposed activities Approximately 277 low- and moderate-income youth will benefit. Location Description This program is administered by Voices for Children located at 2851 Meadow Lark Dr, San Diego, CA 92123. Planned Activities The mission of Voices for Children (VFC) CASA program is to transform the lives of foster children by providing them with Court Appointed Special Advocates (CASAs). CASAs are volunteers who provide a single child or sibling group with comprehensive advocacy in court and in the community. Specifically, funds will be used for advocacy services, case assessment, and monitoring. 16 Project Name CDBG PS - Interfaith Rotational Shelter Target Area City-Wide Goals Supported Public Services Needs Addressed Priority 3: Public Services Funding CDBG: $16,000 Description The project will provide seasonal, night-time emergency shelter to homeless low-to-moderate income families and individuals and services to assist moving individuals and families towards transitional or permanent housing. Shelter guests are referred to agency staff or sub-contracted social service agencies for intake, screening, and on- going case management. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 20 homeless persons will benefit. Location Description This program is administered by Interfaith Rotational Shelter located at 3530 Camino Del Rio N Ste 301, San Diego, CA 92108. Page 223 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 40 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities The City will contract with Interfaith Network Rotational Shelter who will provide seasonal, night-time emergency shelter to homeless low- to-moderate income families and individuals and services to assist moving individuals and families towards transitional or permanent housing. Shelter guests are referred to agency staff or sub-contracted social service agencies for intake, screening, and on-going case management. 17 Project Name CDBG CIPs and CD - 3rd Avenue Target Area CDBG Low/Mod Area Census Tracts Goals Supported Capital Improvement Infrastructure and Facilities Needs Addressed Priority 2: Infrastructure and Facilities Funding CDBG: $410,000 Description The 3rd Avenue project is for Sidewalk gap improvements along Third Avenue West/South Orange Ave. to Anita St., East/South Anita St. to Zenith Street. The project will include installation of missing curb, gutter and sidewalk in various locations. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 2,440 low- and moderate-income people will benefit who are living in the targeted Census Tract 132.04 Block Groups 1 and 3. There are also 472 disabled people living in this Census Tract who will benefit. Location Description This program is administered by the Public Works Department located at 1800 Maxwell Rd, Chula Vista, CA 91911. Planned Activities The 3rd Avenue project is for Sidewalk gap improvements along Third Avenue West/South Orange Ave. to Anita St., East/South Anita St. to Zenith Street. The project will include installation of missing curb, gutter and sidewalk in various locations. 18 Project Name Upwards- BOOST (Business Operations & Optimization Tools) Target Area City-Wide Goals Supported Economic Development Needs Addressed Priority 4: Economic Development Funding CDBG: $240,000 Page 224 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 41 OMB Control No: 2506-0117 (exp. 09/30/2021) Description The BOOST Program assists small in-home daycares, offering personalized coaching and technical tools for sustainable growth. Targeting facilities with under 5 staff for children 0-13, the program focuses on professional guidance, operational efficiency, and digital tooling over 12 months. The goal is to enhance economic opportunities for childcare entrepreneurs through essential skills and tools, covering marketing, enrollment, billing, and more, thus supporting LMI families and promoting job stability. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 30 low- and moderate-income households will benefit. Location Description This program is administered by Upwards located at Planned Activities he BOOST Program assists small in-home daycares, offering personalized coaching and technical tools for sustainable growth. Targeting facilities with under 5 staff for children 0-13, the program focuses on professional guidance, operational efficiency, and digital tooling over 12 months. The goal is to enhance economic opportunities for childcare entrepreneurs through essential skills and tools, covering marketing, enrollment, billing, and more, thus supporting LMI families and promoting job stability. 19 Project Name CDBG CIPs and CD - Community Housing Improvement Program (CHIP) Target Area City-Wide Goals Supported Affordable Housing Needs Addressed Priority 1: Affordable Housing Funding CDBG: $122,277 Description The City of Chula Vista's Housing Division (CHIP Program) provides home improvement forgivable 0% deferred loans of up to $10,000 to income qualified mobile homeowners (trailers not eligible) in qualifying mobile home parks in Chula Vista for health and safety related repairs. Target Date 6/30/2025 Page 225 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 42 OMB Control No: 2506-0117 (exp. 09/30/2021) Estimate the number and type of families that will benefit from the proposed activities Approximately 10 low- and moderate-income households will benefit. Location Description This program is administered by the Housing Division located at City Hall 276 4th Ave. Chula Vista, CA 91910. Planned Activities The City of Chula Vista’s Housing Division (CHIP Program) provides home improvement forgivable 0% deferred loans of up to $10,000 to income qualified mobile homeowners (trailers not eligible) in qualifying mobile home parks in Chula Vista for health and safety related repairs. 20 Project Name CDBG CIPs and CD - Housing Services Target Area City-Wide Goals Supported Affordable Housing Administration and Planning/Fair Housing Needs Addressed Priority 1: Affordable Housing Priority 5: Administration and Planning Funding CDBG: $75,000 Description Funds will be used for administrative costs of the CHIP program. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 5 low- and moderate-income households will benefit. Location Description This program is administered by the Housing Division located at City Hall 276 4th Ave. Chula Vista, CA 91910. Planned Activities The City of Chula Vista’s Housing Division (CHIP Program) provides home improvement forgivable 0% deferred loans of up to $10,000 to income qualified mobile homeowners (trailers not eligible) in qualifying mobile home parks in Chula Vista for health and safety related repairs. 21 Project Name CDBG CIPs and CD - Section 108 Target Area CDBG Low/Mod Area Census Tracts Goals Supported Economic Development Needs Addressed Priority 4: Economic Development Page 226 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 43 OMB Control No: 2506-0117 (exp. 09/30/2021) Funding CDBG: $682,450 Description Funding will be used for the debt service payment on the 2008 Section 108 loan. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities N/A Location Description This program is administered by the Housing Division located at City Hall 276 4th Ave., Chula Vista, CA 91910. Planned Activities Funding will be used for the debt service payment on the 2008 Section 108 loan. 22 Project Name ESG 23 Activities Target Area City-Wide Goals Supported Address Homelessness Needs Addressed Priority 6: Address Homelessness Funding ESG: $204,011 Description Activities under this project will be ESG funded and will be used to provide services to homeless/at-risk of homeless persons. The allowable caps were considered when allocating funds to eligible activities. Activity allocations will be as follows: Administration $15,301. Shelter Casa Nueva Vida $70,000. Homeless Prevention $118,710 Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 160 homeless persons will benefit. Location Description This program is administered by the Housing Division located at City Hall 276 4th Ave., Chula Vista, CA 91910. Page 227 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 44 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities Activities under this project will be ESG funded and will be used to provide services to homeless/at-risk of homeless persons. The allowable caps were considered when allocating funds to eligible activities. Activity allocations will be as follows: Administration $15,143. Shelter Casa Nueva Vida $70,000. Homeless Prevention $116,765 23 Project Name HOME 24 - Planning and Administration Target Area City-Wide Goals Supported Affordable Housing Administration and Planning/Fair Housing Needs Addressed Priority 1: Affordable Housing Priority 5: Administration and Planning Funding HOME: $78,801 Description Funding will be used in the planning and administration of the HOME program. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities N/A Location Description This program is administered by the Housing Division located at City Hall 276 4th Ave., Chula Vista, CA 91910. Planned Activities Funding will be used in the planning and administration of the HOME program. 24 Project Name HOME 24 - Tenant Based Rental Assistance Target Area City-Wide Goals Supported Affordable Housing Needs Addressed Priority 1: Affordable Housing Funding HOME: $191,008 Description Funding will be used to assist income-eligible households with rental assistance. Target Date 6/30/2025 Page 228 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 45 OMB Control No: 2506-0117 (exp. 09/30/2021) Estimate the number and type of families that will benefit from the proposed activities Approximately 20 households will be assisted. Location Description This Program is administered by the City's Housing Division located at 276 Fourth Ave. Chula Vista, CA 91910. Planned Activities Funding will be used to assist income-eligible households with rental assistance. 25 Project Name HOME SBCS - Tenant Based Rental Assistance Target Area City-Wide Goals Supported Affordable Housing Needs Addressed Priority 1: Affordable Housing Funding HOME: $400,000 Description Funding will be used to assist income-eligible households with rental assistance. Target Date 6/30/2025 Estimate the number and type of families that will benefit from the proposed activities Approximately 45 people will be assisted. Location Description This program is administered by South Bay Community Services located at 192 Landis Ave, Chula Vista, CA 91910. Planned Activities Funding will be used to assist income-eligible households with rental assistance. 26 Project Name HOME 24 - Production of Affordable Housing (CHDO) Target Area City-Wide Goals Supported Affordable Housing Needs Addressed Priority 1: Affordable Housing Funding HOME: $118,202 Description Funds for the production of affordable housing units. Target Date 6/30/2025 Page 229 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 46 OMB Control No: 2506-0117 (exp. 09/30/2021) Estimate the number and type of families that will benefit from the proposed activities Approximately 5 households will be assisted. Location Description This Program is administered by the City's Housing Division located at 276 Fourth Ave. Chula Vista, CA 91910. Planned Activities Funds for the production of affordable housing units. Page 230 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 47 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-50 Geographic Distribution – 91.220(f) Description of the geographic areas of the entitlement (including areas of low -income and minority concentration) where assistance will be directed Assistance will be primarily directed to low- and moderate-income persons or households citywide, though all public facility and infrastructure improvement project funds will be directed to the low- and moderate-income residential neighborhoods of the City. Geographic Distribution Target Area Percentage of Funds City-Wide 35 CDBG Low/Mod Area Census Tracts 65 Table 8 - Geographic Distribution Rationale for the priorities for allocating investments geographically Geographic distribution of funding is based on the nature of the activity to be funded. The City intends to fund activities in areas most directly impacted by the needs of low- and moderate-income residents and those with other special needs. Approximately 15 percent of the City’s CDBG allocation will be provided for public service activities, which are provided to low- and moderate-income residents throughout the community. An additional 20 percent will be allocated to Administration and Planning and a fair housing provider. The remaining 65 percent, and any unexpended funds from the prior year will be designated for Public Facilities and Infrastructure Projects administered by the Public Works Department which take place in the primarily residential low- and moderate-income areas. As previously stated, the assignment of priority levels is primarily a result of input from public and private agencies responding to the City's Housing and Community Development Needs Survey, consultation interviews, and statistical data compiled from the Needs Assessment. Only eligible activities that received a High priority level in the Consolidated Plan, will be funded. Discussion See narratives above. Page 231 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 48 OMB Control No: 2506-0117 (exp. 09/30/2021) Affordable Housing AP-55 Affordable Housing – 91.220(g) Introduction As stated, there are limited opportunities and funding available to provide affordable housing opportunities. The City will attempt to seek new partnerships in the upcoming year. During FY 2024- 2025, the City will address affordable housing needs as follows: One Year Goals for the Number of Households to be Supported Homeless 0 Non-Homeless 120 Special-Needs 60 Total 180 Table 9 - One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households Supported Through Rental Assistance 60 The Production of New Units 100 Rehab of Existing Units 10 Acquisition of Existing Units 10 Total 180 Table 10 - One Year Goals for Affordable Housing by Support Type Discussion The Strategic Plan identifies a high priority need to expand the supply of affordable housing and a high priority need to preserve the supply of affordable housing. During FY 2024-2025, the City will invest CDBG, HOME, and ESG funds in the preservation of affordable housing units. Page 232 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 49 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-60 Public Housing – 91.220(h) Introduction The City of Chula Vista does not operate a public housing agency. The Housing Authority of the County of San Diego (HACSD) serves as the City’s public housing agency for the four Public Housing projects located in the City of Chula Vista. Actions planned during the next year to address the needs to public housing The City of Chula Vista consults with the Housing Authority of the County of San Diego concerning consideration of the local public housing agency (PHA) needs and planned program activities. The Housing Authority of the County of San Diego (HACSD) operates four conventional public housing developments in Chula Vista, with a total of 121 units. They are all managed by Terrantino Property Management and were recently upgraded to meet ADA and Section 504 compliance. These public housing units include:  Dorothy Street Manor- 22 low-income family units  Melrose Manor- 24 low-income family units  Town Centre Manor- 59 low-income senior/disabled units  L Street Manor- 16 low-income family units Actions to encourage public housing residents to become more involved in management and participate in homeownership The City encourages public housing residents to participate in policy, procedure and program implementation and development through its Housing Advisory Committee (HAC). The HAC is an appointed Board representing Chula Vista residents including public housing and elderly residents. The HAC serves as an organized spokesperson to participate and provide feedback on housing issues and housing development projects. Public housing residents are encouraged to participate in homeownership programs. If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance N/A- The PHA is not designated as troubled. Discussion See Narratives above. Page 233 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 50 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction As noted, one of the Con Plan goals calls for "assisting individuals and families to stabilize in permanent housing after experiencing a housing crisis or homelessness, by providing client-appropriate housing and support services." Actions undertaken to achieve this goal include the allocation of ESG and CDBG funds totaling to assist homeless households via the Interfaith Rotational Shelter, Casa Nueva Vida Transitional Shelter, the Hotel/Motel Voucher Program, the Tenant-based Rental Assistance Program and the new Homeless Bridge Shelter. Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including  Goal 1: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs. Action: In addition to the 1-year goals specified in the AP-20 Homelessness Goal, the City continues to participate as a member in the Regional Task Force on Homelessness (RTFH) and its Coordinated Entry System (CES) which has become an umbrella for local efforts. The RTFH built a regional system for coordinated assessment. The RTFH received guidance from HUD Technical Assistance and established the CES, a region-wide system to assess and place homeless individuals and families in housing, which ensures compliance with the HEARTH Act. CES uses a coordinated assessment tool to determine a homeless person’s level and type of need and match the person to an appropriate housing resource. The City partners with McAlister Institute to work alongside our Homeless Outreach Team (HOT). The team is equipped with a PERT clinician, a social worker from the Health and Human Services Agency and other social service organizations to conduct routine outreach efforts throughout the city, particularly along encampments.  Goal 2: Addressing the emergency shelter and transitional housing needs of homeless persons. Action: The City is committed to increasing resources to help homeless persons. While many efforts are focused on the United States Interagency Council on Homelessness (USICH) Housing First Model, which aims to help homeless individuals and families quickly and easily access and sustain permanent housing, emergency and transitional housing programs are also receiving benefit from these resources too. The new Bridge Shelter serves approximately 60 persons daily in providing for not only a safe, and stable shelter environment, but direct connection to housing navigation staff at the shelter. The staffs main focus is to rapidly rehouse shelter residents into permanent housing or other long-term housing option. This process is dependant the homeless person’s vulnerability assessment, and CES housing resource match opportunities. Shelter residents work with Housing Navigators in a stable environment, while also having access to a multitude of resources, for assistance with documentation, meeting medical and Page 234 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 51 OMB Control No: 2506-0117 (exp. 09/30/2021) mental health needs, benefit eligibility, etc.  Goal 3: Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again. Action: The City subcontracts with local providers to assist families and individuals in short-term housing programs to move to permanent housing via the Rapid Re-Housing intervention. The goals of the program are to help clients to move quickly from homelessness to stably housed. This program provides households with security and utility deposits, and short or medium-term rental assistance. Clients receive case management targeted to housing stability.  Goal 4: Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs. Action: The City utilizes its Tenant Based Rental Assistance Program which aims to assists low-income individuals and families who are at risk of becoming homeless. Discussion See Narratives above. Page 235 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 52 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-75 Barriers to affordable housing – 91.220(j) Introduction: Public policies directly and indirectly impact affordable housing development and residential investment; both positively and negatively. Providing for a range of housing types and price pointsallow residents of all ages and income levels the opportunity to find adequate housing that meets their needs and financial capabilities; however, there are often barriers that prevent residents finding decent affordable housing. Barriers to the development of affordable housing occur at all three levels of government, as well as in the private market and within the community. Local government cannot control many factors that tend to restrict housing supply especially those that relate to regional, national, and international economy. However, they do have control over several policies, which are examined in the City's Housing Element. Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment Public policies directly and indirectly impact affordable housing development and residential investment; both positively and negatively. Providing for a range of housing types and prices allows residents of all ages and incomes the opportunity to find adequate housing that meets their needs and ability to pay; however, there are often barriers that prevent residents finding decent affordable housing. Barriers to the development of affordable housing occur at all three levels of government, as well as in the private market and within the community. Local government cannot control many factors that tend to restrict housing supply especially those that relate to regional, national, and international economy. However, they do have control over several policies, which are examined in the City's Housing Element. Discussion: See Narratives above. Page 236 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 53 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-85 Other Actions – 91.220(k) Introduction: HUD requires that cities receiving block grant funds take actions to affirmatively further fair housing choice. Fair housing choice is achieved by ensuring that persons are not denied housing opportunity because of their race, ethnic origin, religion, disability, or familial status (family with children). Cities report on the progress of affirmatively furthering fair house choice by completing an Analysis of Impediments (AI). The AI is a review of the nature and extent of impediments to fair housing choice in the San Diego County and the City of Chula Vista. The last two AIs have been produced in collaboration with the San Diego Regional Alliance for Fair Housing (SDRAFH), formerly known as the Fair Housing Resources Board (FHRB). The SDRAFH is a dedicated group of professionals who work together to ensure that all residents in San Diego County have equal access to housing. It is comprised of members of the fair housing community, local jurisdictions, enforcement agencies and housing providers. This group leverages the region’s CDBG funds to produce the AI for the region. The SDRAFH completed an Analysis of Impediments to Fair Housing Choice (AI) for the period of 2020 through 2025. The City of Chula Vista is an active member of the San Diego Regional Alliance for Fair Housing and serves as the member of the Steering Committee. The City of Chula Vista affirmatively furthers fair housing by contracting for the provision of fair housing services and conducting fair housing testing to detect any fair housing violations. The services include education and outreach to residents and housing providers, assistance with submitting fair housing complaints to HUD, legal services, and tenant/landlord mediation. Action Plan #1: Addressing obstacles to meeting underserved needs The primary obstacle in meeting the underserved needs is the continued lack of available funding for community development and housing activities, including public services and other programs. Given the federal budget and drastic state budget cuts, local jurisdictions like Chula Vista and the County of San Diego, are being forced to cut social service programs. In Southern California, the continued high cost of living, housing costs for both rental and ownership, and the reduction of funds all combine to create a major obstacle in providing affordable housing that is truly affordable. The City is eager to work more closely with social service providers in order to combine efforts to ensure that the available federal- funds are being used in the most effective way possible. The Chula Vista Community Collaborate continues to hold its City quarterly social service provider meetings in Chula Vista to facilitate networking for solutions to the underserved needs. Action Plan #2: Fostering and maintaining affordable housing The City has two programs to foster and maintain affordable housing; the Balanced Communities Policy and the affordable housing inspection program. The Balanced Communities Policy fosters the development of affordable housing in that it requires all developers of new for-sale housing units to either provide 10% of those units at affordable prices, or pay a housing in-lieu fee to the City. The Developers also have the option of building affordable rental housing. The City’s inspection program Page 237 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 54 OMB Control No: 2506-0117 (exp. 09/30/2021) insures that the City’s 2,000+ units of affordable rental housing are maintained in a clean and safe condition and that the incomes of those families living in the different sections of the City have been verified as meeting the limits required by the funding source that help build the units. Action Plan #3: Reducing lead-based paint hazards The City will continue to inform residents applying for loans or grants through its First-Time Homebuyer Program and Rehabilitation program about the hazards of lead-based paint. Code Enforcement and building inspectors will continue to identify lead-based paint hazards as part of their ongoing activities, if the scope of the complaint allows them into the unit, or if it is part of an on-going investigation. CDBG, HOME, and ESG programs require compliance with all of HUD’s regulations concerning lead-based paint. All housing programs operated by the City are in compliance with HUD’s most recent standards regarding lead-based paint. Specifically for the following:  The City’s First-Time Homebuyer Program, lead abatement disclosure is the responsibility of the seller, and the City will not participate in any homebuyer assistance if the seller refuses to abate known lead hazards. Each homebuyer is required to obtain an independent third-party inspection report.  The City’s Homeowner Rehabilitation Loan Program meets the federal requirements for providing lead-based paint information with each rehabilitation loan and requiring paint testing of disturbed surfaces for lead in all single-family homes constructed before 1978. If a home was found to have lead-based paint, the cost of lead-based paint removal is an eligible activity under the homeowner rehabilitation program. City building inspectors are alerted to any housing units that apply for a permit for construction or remodeling, which may contain lead-based paint and other lead hazards.  The City of Chula Vista will work closely, if needed, with the County of San Diego’s Childhood Lead Poising Prevention Program (CLPPP), a division of the San Diego Health and Human Services Agency. The CLPPP provides outreach and education programs and case management services for San Diego County residents, including Chula Vista residents. City’s Acquisition Rehabilitation Program and Homeowner Rehabilitation Loan Program guidelines describe the level of abatement that is needed if lead hazards are present.  Lead Based Paint Requirements Affordable Housing Developers Each Developer of Affordable rental housing must ensure that all housing constructed, redeveloped, rehabilitated, or acquired with HOME and or CDBG funds must comply with applicable provisions of Lead-Based Paint Poisoning Prevention Act (42 U.S.C. 4821–4846), the Residential Lead-Based Paint Hazard Reduction Act of 1992 (42 U.S.C. 4851–4856), and implementing regulations at 24 CFR part 35, subparts A, B, J, K, M and R upon completion of the development. Action Plan #4: Reducing the number of poverty-level families As previously stated, the City’s anti-poverty strategy of providing safe, affordable housing will assist in Page 238 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 55 OMB Control No: 2506-0117 (exp. 09/30/2021) reducing the number of poverty level families in Chula Vista.By providing safe, affordable housing for those on a limited income, those families will be able to live in an environment were no more than 30% of their limited income is spent on housing. In addition, Low Income Housing Tax Credit (LIHTC) funding requires affordable housing developments provide programs (e.g. after school, computer labs, budgeting and language classes) to assist residents in excelling in both school and the work environment. These affordable housing developments assist families in moving up the economic ladder by providing the tools that add in their success. LIHTC continues to be the most important source for leveraging the City’s HOME, and CDBG funds for affordable housing development projects. The City is also researching using CDBG funds for economic development during this Consolidated Plan period and will continue to seek funding opportunities including HUD’s Economic Development Partnerships. Action Plan #5: Developing institutional structure The City of Chula Vista is a member of one key organization which relies heavily on public and private coordination in the region to address the needs of the low-income community members. The Chula Vista Community Collaborative (CVCC) is collaboration among partners and stakeholders in Chula Vista which include: Residents and Parents; Schools and School District Staff; Social Service/Non-profit Agencies; Local Government; Faith-based Community; Health Professionals; and, Business Owners. Together, CVCC works to develop coordinated strategies and systems that protect the health, safety, and wellness of its residents, as well as share information and resources that strengthen families and communities. Regular meetings are held with the goal of obtaining and sharing information about services, resources, employment and training opportunities, as well as any events accessible to the Chula Vista community. The meetings are a useful venue to network and efficiently coordinate activities with partnering agencies. Although the City of Chula Vista administers the CDBG, ESG, and HOME programs, the City does engage in contracts with outside agencies for the delivery of services to the public, other than the required fair housing services and funding requests received from City Departments. Non-profits apply for public service funds, capital improvement, and creation of affordable housing. The City monitors the affordable housing programs for all properties in its portfolio including those owned by private parties, under a deed restriction between the City and the respective party. The City has developed a strong relationship with both affordable and for-profit housing developers in not only the creation of affordable units but the ongoing maintenance of the developments as well. Action Plan #6: Enhancing coordination between public and private housing and social service agencies Non-profit social service agencies continue to play an important role in serving the needs of low-and moderate-income residents in Chula Vista. There is a 15 percent cap on the amount of public service funds to be used from its CDBG Allocation. The City surveyed social service providers who serve Chula Vista during the needs assessment process and will continue to attend the Chula Vista Community Page 239 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 56 OMB Control No: 2506-0117 (exp. 09/30/2021) Collaborative meetings to foster networking among the providers. Discussion: In the implementation of the FY 2024-2025 Annual Action Plan, the City will invest CDBG, HOME, ESG funds, and other resources to address obstacles to meeting underserved needs, foster and maintain affordable housing, reduce lead-based paint hazards, reduce the number of poverty-level families, develop institutional structure, and enhance coordination between public and private housing and social service agencies. The City will continue to coordinate the housing strategy with local and regional transportation planning strategies to ensure to the extent practicable that residents of affordable housing have access to public transportation. Page 240 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 57 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Specific Requirements AP-90 Program Specific Requirements – 91.220(l)(1,2,4) Introduction: The City of Chula Vista, as an entitlement jurisdiction, receives Community Development Block Grant (CDBG), Home Investment Partnership Act (HOME), and Emergency Solutions Grant (ESG) from the U.S Department of Housing and Urban Development (HUD). Described below are the Program Specific Requirements for each of these programs. In the implementation of programs and activities under the FY 2024-2025 Annual Action Plan, the City will follow all HUD regulations concerning the use of program income, forms of investment, overall low- and moderate-income benefit for the CDBG program and recapture requirements for the HOME program. Eligible applicants for CDBG and ESG assistance include subrecipients who may carry out programs to benefit program beneficiaries on behalf of the City. Applications from interested subrecipients may be solicited by the City directly or via published Notices of Funds Availability at the discretion of the City. Eligible beneficiaries for CDBG or HOME funded Housing Rehabilitation or First-Time Homebuyer Programs include households earning less than 80 percent of AMI. Eligible participants are those who have not previously owned a home for the City’s First-Time Homebuyer Program and those who reside in a single-family owner-occupied housing unit for the City’s Housing Rehabilitation Program. Awarded funds will be awarded on a first come first serve basis to eliminate favoritism. A client waiting list will be established in the event of limited funds for any specific program. The City’s HOME programs will be advertised via flyers, notification on the City’s website, cold calls, and if necessary, publication in a newspaper of general circulation. The City will also conduct program Workshops as necessary to solicit prospective applicants. Program guidelines and applications for all programs may be obtained in person at the City’s Housing Division located at City Hall or on the City’s website. Prospective subrecipients, beneficiaries and developers may obtain more information on the City website. Community Development Block Grant Program (CDBG) Reference 24 CFR 91.220(l)(1) Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out. 1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0 2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan. 0 3. The amount of surplus funds from urban renewal settlements 0 4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan 0 Page 241 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 58 OMB Control No: 2506-0117 (exp. 09/30/2021) 5. The amount of income from float-funded activities 0 Total Program Income: 0 Other CDBG Requirements 1. The amount of urgent need activities 0 2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. 0.00% HOME Investment Partnership Program (HOME) Reference 24 CFR 91.220(l)(2) I. A description of other forms of investment being used beyond those identified in Section 92.205 is as follows: Other forms of investment being used by the City is the match provided for HOME-funded housing activities. The City is required to provide a 25 percent match for HOME funds used for rental assistance, housing rehabilitation, and acquisition and rehabilitation of housing. Some examples include, land value (donated), on and off-site improvements, waiver of local and state taxes or fees, low-interest loans below market, inclusionary housing obligations. Most commonly, the City's match funds are generally generated through housing developer contributions, prior Low/Moderate Income Set-Aside funds from the State, and individual first-time homebuyer private funds. Specific match dollar amounts are reported to HUD in the CAPER though its submittal of the HUD forms 40107-A HOME Match Log. The City will be releasing a Notice Funding Availability to all Certified Community Housing Developer Organizations to leverage with the available HOME funds. The City of Chula Vista does not use HOME funds in any other manner than described in 24 CFR Part 92.205. II. A description of the guidelines that will be used for resale or recapture of HOME funds when used for homebuyer activities as required in 92.254, is as follows: Recapture Requirements: If the housing does not continue to be the principal residence of the homebuyer for the duration of the period of affordability, the City of Chula Vista (“City”) may recapture the entire amount of HOME assistance from the homebuyer, subject to the limitation that when the recapture requirement is triggered by a sale (voluntary or involuntary) of the property, and there are no net proceeds, or the net proceeds are insufficient to repay the HOME funds due, the City can only recapture what is available from net proceeds. The net proceeds are calculated as the sales price minus superior loan repayments (other than HOME funds) and any closing costs. The Page 242 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 59 OMB Control No: 2506-0117 (exp. 09/30/2021) property will no longer be subject to the affordability requirements after the City has recaptured the HOME funds in accordance with the 24 CFR 92.254(5)(ii). For more specific details, refer to the Chula Vista homebuyer program recapture option which is processed in accordance with the requirements of 24 CFR 92.254 of the HOME Regulations. III. A description of the guidelines for resale or recapture that ensures the affordability of units acquired with HOME funds- See 24 CFR 92.254(a)(4) are as follows: See discussion above. IV. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is rehabilitated with HOME funds along with a description of the refinancing guidelines required that will be used under 24 CFR 92.206(b), are as follows: The following are conditions under which the City’s HOME’s program will allow a refinance existing debt secured by multi-family housing that is being rehabilitated with HOME funds: (a) Residential rehabilitation shall be the primary eligible activity for refinance consideration. The required minimum ratio between rehabilitation and refinancing is 1.05. (b) Management practices shall be reviewed to demonstrate that disinvestments in the property have not occurred, that the long-term needs of the project can be met, and that the feasibility of serving the targeted population over an extended affordability period can be demonstrated. (c) New investment shall be made to maintain current affordable units or to create additional affordable units. (d) The Program statutory minimum period of affordability shall be those imposed in accordance with 24 CFR 92.252 of the HOME Regulations. The City typically imposes an a HUD affordable period of 20 years. However, other funding sources may require an extended period of affordability and program compliance period of 55 years. (e) The investment of HOME funds shall be within the geographic area of the City. However, HOME funds could be used outside the geographic area of the City if it can be demonstrated that there is a regional benefit to residents of the City on a case by case basis. (f) HOME funds cannot be used to refinance multi-family loans made or insured by any federal program, including the CDBG Program. V. If applicable to a planned HOME TBRA activity, a description of the preference for persons with special needs or disabilities. (See 24 CFR 92.209(c)(2)(i) and CFR 91.220(l)(2)(vii)). The City does not require a preference for persons with special needs or disabilities for HOME TBRA activities. VI. If applicable to a planned HOME TBRA activity, a description of how the preference for a specific category of individuals with disabilities (e.g. persons with HIV/AIDS or chronic mental illness) will Page 243 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 60 OMB Control No: 2506-0117 (exp. 09/30/2021) narrow the gap in benefits and the preference is needed to narrow the gap in benefits and services received by such persons. (See 24 CFR 92.209(c)(2)(ii) and 91.220(l)(2)(vii)). The City does not require a preference for persons with a specific category of individuals with disabilities for HOME TBRA activities. VII. If applicable, a description of any preference or limitation for rental housing projects. (See 24 CFR 92.253(d)(3) and CFR 91.220(l)(2)(vii)). Note: Preferences cannot be administered in a manner that limits the opportunities of persons on any basis prohibited by the laws listed under 24 CFR 5.105(a). The City does not define any preference or limitation for rental housing projects. Emergency Solutions Grant (ESG) Reference 91.220(l)(4)  Include written standards for providing ESG assistance (may include as attachment) Refer to written standards attached.  If the Continuum of Care has established centralized or coordinated assessment system that meets HUD requirements, describe that centralized or coordinated assessment system. The San Diego City and County Continuum of Care (hereinafter referred to as the “CoC”) includes all of the geography within the County of San Diego, including the City of Chula Vista. The City of Chula Vista is required to consult with the CoC on funding priorities using ESG funds. The U.S. Department of Housing and Urban Development (HUD) charges communities that receive funds under the Homeless Continuum of Care Program (hereinafter referred to as “CoC Program”) of the Homeless Emergency Assistance and Rapid Transition to Housing Act (HEARTH Act) with specific responsibilities. Section 578.5ofthe HEARTH Interim Rule published in July2012 (Interim Rule), defines a Continuum of Care (CoC) as “the group organized to carry out the responsibilities required under this part and that is composed of representatives of organizations, including nonprofit homeless providers, victim service providers, faith-based organizations, governments, businesses, advocates, public housing agencies, school districts, social service providers, mental health agencies, hospitals, universities, affordable housing developers, law enforcement, organizations that serve homeless and formerly homeless veterans, and homeless and formerly homeless persons to the extent these groups are represented within the geographic and are available to participate.” Relevant organizations in the San Diego CoC Region established the Regional Continuum of Care Council (RCCC) in 1998, which has served as the CoC coordinating body acknowledged by HUD. Planning and operations of the San Diego CoC have historically been facilitated through the RCCC, an unincorporated association as defined under Section 18035 of the California Corporations Page 244 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 61 OMB Control No: 2506-0117 (exp. 09/30/2021) Code. As a result, the general operations of the CoC have been guided through the By Laws, structure, and action of the RCCC.  Identify the process for making sub-awards and describe how the ESG allocation available to private nonprofit organizations (including community and faith-based organizations). The City of Chula Vista releases a funding of Notice Availability inviting all non-profit organizations who serve eligible ESG clients to submit a proposal. The process below is included in The City’s Federal Grants Administrative Manual attached.  If the jurisdiction is unable to meet the homeless participation requirement in 24 CFR 576.405(a), the jurisdiction must specify its plan for reaching out to and consulting with homeless or formerly homeless individuals in considering policies and funding decisions regarding facilities and services funded under ESG. Not applicable. The City has met the homeless participation requirement.  Describe performance standards for evaluating ESG. The ESG entitlement areas and the RCCC have established the following cross-jurisdictional strategies for use of the ESG funds in ways that that set performance standards for each subrecipient:• Further the accomplishment of actions identified in the Consolidated Plan of each jurisdiction.• Foster greater access to permanent housing, especially helping people access housing that is affordable at 30% area median income.• Leverage existing resources to achieve the match and case management requirements and to avoid duplication of services.• Coordinate across jurisdictions for development of standardized eligibility and assessment standards and by convening semiannual regional planning meetings.• Support federal and local goals for priority populations, including but not limited to veterans, persons with disabilities, families, and others.• Allow for variations in ESG entitlement programs that respond to the needs and resources of the individual jurisdictions.• Comply with eligibility and verification requirements and locally established standards (HMIS, housing status, habitability standards, homeless definitions, etc.).• Allows each program to take responsibility for program administration including compliance with public notice requirements and timely reporting.• Encourages all subrecipients to participate in collaborative assessment, coordinated entry, data management, and reporting systems established by the RCCC in accordance with HEARTH regulations.• Supports timely and accurate data collection and reporting through contractual obligations with subrecipients, and through establishing common standards for vendor relationships with the HMIS Lead. See Narratives above. Page 245 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 62 OMB Control No: 2506-0117 (exp. 09/30/2021) Page 246 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 63 OMB Control No: 2506-0117 (exp. 09/30/2021) Attachments Page 247 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 64 OMB Control No: 2506-0117 (exp. 09/30/2021) HOME-ARP Page 248 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 65 OMB Control No: 2506-0117 (exp. 09/30/2021) HOME-ARP ALLOCATION PLAN City of Chula Vista Housing and Homeless Services Director Stacey Kurz Page 249 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 66 OMB Control No: 2506-0117 (exp. 09/30/2021) Contents Executive Summary .................................................................................................................................... 67 Consultation ............................................................................................................................................... 69 Consultation Process ............................................................................................................................... 69 Consultation Participation and Feedback ............................................................................................... 69 Summary of feedback received from consultation ................................................................................. 70 Public Participation .................................................................................................................................... 70 Public participation process description ................................................................................................. 71 Efforts to broaden public participation .................................................................................................. 71 Summary of comments and recommendations received....................................................................... 71 Summary of comments or recommendations not accepted .................................................................. 72 Needs Assessment and Gaps Analysis ....................................................................................................... 72 Needs Assessment .................................................................................................................................. 72 Current resources available .................................................................................................................... 74 Unmet housing and service needs of qualifying population. ................................................................. 74 Gaps within the current shelter, housing inventory, and service delivery system................................. 76 Priority needs for qualifying populations ............................................................................................... 76 Need and Gap Determination Process .................................................................................................... 76 HOME-ARP Activities .................................................................................................................................. 76 Method(s)that will be used for soliciting applications ........................................................................... 76 Administration of eligible activities ........................................................................................................ 77 HOME-ARP funds administered by a subrecipient or contractor ........................................................... 77 HOME-ARP funds distribution ................................................................................................................ 77 Plan rationale .......................................................................................................................................... 78 HOME-ARP Production Housing Goals.................................................................................................... 78 Preferences ............................................................................................................................................. 78 Referral Methods .................................................................................................................................... 79 Limitations .............................................................................................................................................. 79 HOME-ARP Refinancing Guidelines ........................................................................................................ 79 Page 250 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 67 OMB Control No: 2506-0117 (exp. 09/30/2021) Executive Summary The American Rescue Plan (ARP) provides $5 billion to assist individuals or households who are homeless, at risk of homelessness, and other vulnerable populations, by providing housing, rental assistance, supportive services, and non-congregate shelter, to reduce homelessness and increase housing stability across the country. These grant funds are administered through HUD’s HOME Investment Partnerships Program (HOME). As an entitlement jurisdiction for a fiscal year 2021 HOME program allocation, the City of Chula Vista is also eligible to receive a HOME-ARP grant allocation for the fiscal year 2021 program year. Using the same HOME Program allocation formula HUD has determined that the City of Chula Vista will be receiving an allocation of $3,139,777. Grants funds must be used to benefit individuals who are eligible according to the U.S. Department of Housing and Urban Development (HUD) HOME-ARP guidelines. HUD has established four qualifying populations that the use of these funds must primarily benefit:  Homeless, as defined in section 103(a) of the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11302(a));  At-risk of homelessness, as defined in section 401(1) of the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11360(1));  Fleeing, or attempting to flee, domestic violence, dating violence, sexual assault, stalking, or human trafficking, as defined by the Secretary;  In other populations where providing supportive services or assistance under section 212(a) of the Act (42 U.S.C. 12742(a)) would prevent the family’s homelessness or would serve those with the greatest risk of housing instability. Along with these qualifying populations HUD also determined four eligible activities:  Production or Preservation of Affordable Housing;  Tenant-Based Rental Assistance (TBRA);  Supportive Services, including services defined at 24 CFR 578.53(e), homeless prevention services, and housing counseling;  Purchase and Development of Non-Congregate Shelter. These structures can remain in use as non-congregate shelter or can be converted to: 1) emergency shelter under the Emergency Solutions Grant program; 2) permanent housing under the Continuum of Care; or 3) affordable housing under the HOME Program. HOME-ARP funding is a subset of the general HOME Investment Partnership pro gram which aims to expand housing options for low-income households. The HOME program is the federal government’s largest grant designated to create new affordable housing units. The City receives approximately $900,000 in HOME funding annually, which is p rimarily allocated towards Tenant-Based Rental Assistance (TBRA). Page 251 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 68 OMB Control No: 2506-0117 (exp. 09/30/2021) The use of HOME-ARP funds is critical for Chula Vista at a time when the need for affordable housing and housing assistance is greater than ever. The City currently has an annual population growth of 12.5 percent, outpacing San Diego County’s total growth rate of 7.8 percent. Overall, Chula Vista’s population is expected to increase by 40 percent by 2050. This rapid growth brings added pressure to existing housing challenges and homelessness within the City. Low- and moderate-income households are disproportionately impacted by this pressure, compared to those earning higher income; thus, there is a high need for housing assistance targeted at the 19,085 households earning at or below 80 percent of AMI experiencing housing problems. In addition, special needs groups like victims of domestic violence, disabled individuals, and those at risk of homelessness are more affected by these problems, as they tend to need supportive services in addition to affordable housing. As of 2020 16,770 low- and moderate-income renter households in Chula Vista were experiencing overpayment for rent, in excess of 30% of their household incomes. 10,230 of these households experience a cost burden of more than 50% of household income. Overall, 48% of low- and moderate-income households in the City are defined as cost-burdened. These numbers translate to a significant number of households who are at-risk of homelessness within the City of Chula Vista. Families with incomes below the poverty level, typically those households with extremely-low and very-low incomes, are at greatest risk of becoming homeless and typically require special programs to assist them in meeting their rent and mortgage obligations to prevent homelessness. The 2020 Census estimated 9.6 percent of the residents in Chula Vista as living in poverty. In comparison, the County of San Diego had 10.3 percent. Individuals with a disability in Chula Vista experience poverty at 16.7 percent. These households need assistance with housing subsidies, utility and other living expense subsidies, as well as other supportive services. Victims of domestic violence are often severely impacted by these problems as well, as their incomes may drastically change if they must leave their job for safety and lose a partner, whom they may be sharing expenses with. According to the 2020 Point In Time Count for the County of San Diego, it is estimated that nearly 1,080 homeless adults were a victim of domestic violence at some point in the past, and an estimated 600 adult domestic violence victims were unsheltered on the night of the count. Shelters contracted through the City using HUD funds currently house around 389 victims of domestic violence, but the housing needs for this population are also expected to increase drastically. The City surveyed and consulted with multiple community partners and members of the public to shape goals and objectives for HOME-ARP funding. Overall, this effort has influenced the City to prioritize production and preservation of affordable housing units. This is largely based on the perceived needs explained through outreach efforts and the City’s own gaps in existing funding opportunities and services. Page 252 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 69 OMB Control No: 2506-0117 (exp. 09/30/2021) Based on the information above, the City’s priority housing need for qualifying populations is the development and preservation of affordable housing units. This includes housing units included in permanent supportive housing with wraparound services. The City of Chula Vista will use the $3,139,777 HOME-ARP allocation specifically for the development of permeant supportive housing units. Consultation Consultation Process The City of Chula Vista consulted with relevant agencies and stakeholders that serve each of the qualifying populations within the jurisdiction and surrounding areas. These organizations include homeless service providers; domestic violence survivor service providers; substance use treatment providers; the local Continuum of Care; a local homelessness taskforce; veteran’s service providers; a public housing agency; and an organization that addresses fair housing, civil rights, and the needs of persons with disabilities. Providers were chosen based on services provided as well as ensuring there was a representative organization for each of the qualifying populations to be served, as shown in Table 1. There were two surveys developed and distributed to solicit feedback on spending priorities for HOME-ARP funds, one at the beginning of 2022 and another in the later part of the year. The surveys were issued to the public as well as the above-mentioned providers through the San Diego Regional Taskforce on Homelessness. Additionally, a public presentation was given at the November 30, 2022 meeting of the San Diego Regional Taskforce on Homelessness meeting. Consultation Participation and Feedback Table 1 - Organizations consulted and feedback provided Agency/Org Consulted Type of Agency/Org Method of Consultation QP Served Feedback Interfaith Shelter Network of San Diego Homeless Service Provider Survey and public meeting QP #1 Permanent supportive housing is needed SBCS Corporation DV Service Provider Survey and public meeting QP #2, #3 and #4 Permanent supportive housing is needed with wrap around services Page 253 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 70 OMB Control No: 2506-0117 (exp. 09/30/2021) Alpha Project Homeless Service Provider Survey and public meeting QP #1 Permanent supportive housing is needed McAllister Institute Substance Use Service Provider Survey and public meeting QP #1 Permanent supportive housing is needed San Diego Regional Taskforce on Homelessness CoC Survey and public meeting QP #1 Permanent supportive housing is needed South Bay Homeless Alliance Homelessness Taskforce Survey and public meeting QP # 1 and #4 Permanent supportive housing is needed Veterans Village of San Diego Veteran’s Group Weekly meetings and coordinated outreach Veterans Growing need for additional sheltering for homeless veterans.. San Diego Housing Commission Public Housing Agency Survey QP #1, #2, and #4 The City’s goals of producing more affordable housing aligns with their regional approach to solving displacement and preventing homelessness. CSA San Diego Fair Housing Organization Survey QP #4 Permanent supportive housing is needed. Summary of feedback received from consultation Nearly every consulted agency and service provider indicated a high need for supportive services and affordable housing. There is an abundance of need in the region for permanent supportive housing that combines the services that individuals need as well as housing that is affordable at individual income levels. The current housing shortage combined with a lack of available case management puts our vulnerable populations at risk even more than they already are. Public Participation The section below describes the public participation process, including information about and the dates of the public comment period and public hearing(s) held during the development of the plan:  Date(s) of public notice: 02/04/2022 and 11/11/2022  Public comment period: start date - 11/25/2022 end date - 12/25/2022 Page 254 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 71 OMB Control No: 2506-0117 (exp. 09/30/2021)  Date(s) of public hearing: 2/15/2022 & 2/14/2023 Public participation process description Information on HOME-ARP funds and their upcoming availability to the City of Chula Vista was made known to the public through a public participation process that follows the City’s Citizen Participation Plan. Additionally, public notices for comment and hearings were made available once at the beginning of 2022 and again later in the same year. A 20-question survey was developed to solicit public feedback on eligible uses and spending priorities of the allocated HOME-ARP funds. This survey was made available through the City of Chula Vista social media on November 3, 2022, and shared with relevant stakeholders as well, as mentioned in the consultation summary. The official public comment period began with a publication in the Star News on November 25, 2022, and will end on December 25, 2022. The cost allocation plan will also be included in the Staff report for a public hearing to be held on February, 14 th, 2023 therefore any feedback received after the respective Council meeting will be incorporated in to the cost allocation plan, as applicable. Efforts to broaden public participation The City’s decisions to fund projects that directly benefit the residents of Chula Vista can only be accomplished through a thorough and transparent citizen participation process. Consistent with the Citizen Participation Plan, the City of Chula Vista continues to increase presence and promotion efforts on social media and in local news agencies. The City’s intention is that this increased engagement through social media platforms will increase resident and stakeholder participation in the City’s efforts to provide informed funding decisions. The goal with this approach is to use as many means as possible to solicit public and partner-agency input on the decision-making processes with these funding opportunities. Summary of comments and recommendations received Overall, comments and survey results largely favored development of affordable housing and permanent supportive services for individuals experiencing homelessne ss. Survey respondents requested additional resources for permanent supportive housing and favored non -congregate housing options. Chula Vista residents recognize the growing need of affordable housing leveraged with supportive services that can assist the most vulnerable populations in our City and ultimately benefit the City as a whole. All Chula Vista residents are affected by the poor or inadequate living conditions that many of our low-income residents are experiencing, and the development of affordable housing can provide a dignified solution. Page 255 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 72 OMB Control No: 2506-0117 (exp. 09/30/2021) Summary of comments or recommendations not accepted The City of Chula Vista did not reject any public comments or recommendations. Needs Assessment and Gaps Analysis Needs Assessment There is a growing need for affordable housing and supportive services in the City of Chula Vista. As the City’s population grows over the next two decades, existing housing challenges are expected to increase. This includes an increase in the number of homeless households and households at risk of becoming homeless. Detailed below are inventories on the City’s current housing needs and a gap analysis. In August of 2021 the City conducted its own count of unsheltered persons. The August 18th, 2021, count totaled 792 persons meeting the definitions of homeless. Of these 792 individuals, 453 were sheltered and 339 were unsheltered. The unsheltered population of Chula Vista included 239 males, 89 females and 11 individuals of other or unknown gender. 50% of all homeless individuals had been homeless for 3 years or more and 55% percent of these individuals were experiencing homelessness for their first time. These are not being used for the gap analysis below, we are instead using the Federal Point in Time Count data, which is lower than our local count. Table 2: Homeless Needs Inventory and Gap Analysis Homeless Current Inventory Homeless Population Gap Analysis Family Adults Only Vets Family HH (at least 1 child) Adult HH (w/o child) Vets Victims of DV Family Adults Only # of Beds # of Units # of Beds # of Units # of Beds # of Beds # of Units # of Beds # of Units Emergency Shelter 0 0 95 0 0 Transitional Housing 0 0 121 0 0 Permanent Supportive Housing 0 0 0 0 0 Other Permanent Housing 0 0 0 0 0 Sheltered Homeless 81 5 17 0 Page 256 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 73 OMB Control No: 2506-0117 (exp. 09/30/2021) Unsheltered Homeless 6 200 0 0 Current Gap 0 0 93 0 Data Sources: 1. 2022 Point in Time Count (PIT); 2. Continuum of Care Housing Inventory Count (HIC); 3. Consultation Table 3: Housing Needs Inventory and Gap Analysis Non-Homeless Current Inventory Level of Need Gap Analysis # of Units # of Households # of Households Total Rental Units 34,883 Rental Units Affordable to HH at 30% AMI (At- Risk of Homelessness) 0 Rental Units Affordable to HH at 50% AMI (Other Populations) 2,179 0%-30% AMI Renter HH w/ 1 or more severe housing problems (At-Risk of Homelessness) 9,200 30%-50% AMI Renter HH w/ 1 or more severe housing problems (Other Populations) 9,170 Current Gaps 18,370 Data Sources: 1. 2021 American Community Survey Estimates (ACS); 2. 2015-2019 Comprehensive Housing Affordability Strategy (CHAS); 3. Chula Vista Housing Element 2021-2029 Qualifying populations size and demographic information Homeless as defined in 24 CFR 91.5 As of the 2022 Point in Time Count, there were 309 homeless individuals staying in both sheltered and unsheltered conditions. At Risk of Homelessness as defined in 24 CFR 91.5 As of 2020, there were 12,015 households in the City making less than 30% AMI. Of these, 9,755 households, or 81%, had a housing problem such as a cost burden greater than 30%, more than one person per room, or lacking facilities like plumbing or a kitchen. Fleeing, or Attempting to Flee, Domestic Violence, Dating Violence, Sexual Assault, Stalking, or Human Trafficking, as defined by HUD in the Notice Page 257 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 74 OMB Control No: 2506-0117 (exp. 09/30/2021) 1,257 residents of Chula Vista contacted SBCS Corporation in fiscal year 2022 for specific housing needs. SBCS is Chula Vista’s primary resource for victims of domestic violence and partner in providing services to other low-income populations. SBCS currently operates two domestic violence shelters within the City. Other populations requiring services or housing assistance to prevent homelessness and other populations at greatest risk of housing instability, as defined by HUD in the Notice The City serves many households who have previously been qualified as homeless and who are currently housed due to temporary financial assistance or services. This includes 29 individuals currently receiving Tenant-Based Rental Assistance. According to the City’s 2020-2025 Consolidated Plan there were 110 veterans currently receiving Housing Vouchers, with 14 being elderly and 33 being disabled. Current resources available The City of Chula Vista currently employs a hotel/motel voucher program for individuals in need of a transitional living solution as they move into a permanent housing unit. Additionally, there is an active HOME-funded tenant-based rental assistance (TBRA) program available for low- income households which helps provide a temporary hand -up for 12-24 months as households achieve self-sufficiency. There are also 20 permanent supportive units at the Casa Anita project with more units currently being planned for production within the next few years. The City also continues to monitor and keep the existing affordability covenants for 2,179 units across the City, with more affordability restricted units in development. In addition to each of these efforts, the City of Chula Vista is also in the process of constructing a non -congregate 60-bed bridge shelter for homeless individuals that are working towards a permanent housing solution. The shelter will contain wrap-around services for each program participant as well as key infrastructure to serve as a navigation center to provide key resources. Unmet housing and service needs of qualifying population. Homeless as defined in 24 CFR 91.5 Chula Vista leverages several resources for individuals living in homelessness, however there are still many unmet housing and service needs, paired with a growing homeless population. As an entitlement jurisdiction, the City receives approximately $400,00 0 is Emergency Solutions Grant (ESG) funding each year. ESG funds in Chula Vista are primarily used for homeless prevention, homeless shelter operations, and shelter rehabilitation projects. The City also Page 258 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 75 OMB Control No: 2506-0117 (exp. 09/30/2021) utilizes its Community Development Block Grant (CDBG) allocation for similar purposes including homeless services and a hotel/motel voucher program. Despite the use of these funds for homeless services and shelters, there are still major gaps in the availability of permanent supportive housing and affordable units for this population. As many as 93 additional shelter beds are needed to house homeless individuals. This gap is expected to rise as the homeless population in Chula Vista increases over the next five years. At Risk of Homelessness as defined in 24 CFR 91.5 There are not enough affordable units throughout the City to assist individuals and families at risk of homelessness. Approximately 14,885 households experience a housing cost burden greater than 50% of their household income. Currently, the City maintains covenants restricting the affordability of around 3,110 rental units in the city. With an increasing population and increased costs for renter and homeowners, this number is not expected to be sufficient for the number of households in Chula Vista in need of more affordable housing. As many as 12,261 affordable units may be needed to serve this population. Fleeing, or Attempting to Flee, Domestic Violence, Dating Violence, Sexual Assault, Stalking, or Human Trafficking, as defined by HUD in the Notice Domestic Violence (DV) is one of the top crimes in the City of Chula Vista. It is the number two type of police call for service. Each year, there are more than 3,700 incidents, with about 1,200 of those incidents resulting in actual crimes. Assuming each of the crime calls referenced is an unduplicated household, it is likely that approximately 1,200 households in Chula Vista may need to relocate, possibly with minor children and may require temporary housing a ssistance. According to the City’s last Consolidated Annual Performance Evaluation Report (CAPER), the South Bay Community Services Family Violence Program assisted 513 victims of domestic violence, which indicates that many victims may not seeking help and/or there may be a barrier to obtaining legal help. While the City partners with SBCS Corporation on the operation of two domestic violence shelters, there is a need for more transitional housing and permanent supportive shelter options for this population. Other populations requiring services or housing assistance to prevent homelessness and other populations at greatest risk of housing instability as defined by HUD in the Notice The number of households in this category is currently growing in Chu la Vista. Households previously qualified as “homeless” may be currently housed through the following options: Page 259 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 76 OMB Control No: 2506-0117 (exp. 09/30/2021)  Chula Vista Seven - a project consisting of seven scattered housing units designated for extremely low-income households [0 – 30% of area median income (“AMI”)], which are now occupied by previously homeless families, who are finding their way back to self-sufficiency.  Hotel/Motel Voucher Program - Understanding the critical need of emergency shelter beds, an alternative was created with voucher program funding, providing up to 28 days of a safe space for our Homeless Outreach Team and clients to work together towards stabilization.  Tenant-Based Rental Assistance Program - For those requiring longer term housing assistance, HOME funds were earmarked to provide up to twenty-four months of rental assistance. Gaps within the current shelter, housing inventory, and service delivery system Additional Characteristics Refining the definition of “Other Populations”: The City’s Consolidated Plan does not provide additional characteristics associated with instability and an increased risk of homelessness, therefore there are no additional characteristics refining the definition of the fourth “other” qualifying populations. Priority needs for qualifying populations Based on feedback from community partners and the public, the City has determined that in addition to affordable housing the greatest needs for all four qualifying populations are more wrap around services such as mental health care, housing navigation, and drug rehabilitation options, among others. Need and Gap Determination Process The City determined the need for mental health care, housing navigation, and drug rehabilitation services through HMIS data and individual interviews with homeless individuals who are clients of the City’s Homeless Outreach Team. The City also receives input and feedback from our various nonprofit and social service partners. HOME-ARP Activities Method(s)that will be used for soliciting applications Page 260 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 77 OMB Control No: 2506-0117 (exp. 09/30/2021) The City will issue a standard request for proposals (RFP) to solicit bids from qualified developers who want to construct affordable housing or complete affordable housing conversions in Chula Vista. The City will also release RFPs for qualified service providers once the units have been constructed or converted. The RFPs will be published in the City’s public bid software, PlanetBids. The City’s Finance Department’s Procurement team will facilitate a contractor selection process that will include a panel of subject experts who will each rank submitted bids on qualification and costs. Qualified bidders will then be interviewed to determine which bidder is preferred for project development. Administration of eligible activities The City of Chula Vista will oversee the administration of the permanent supportive housing project by a qualified contractor. Oversight will include monitoring compliance with program regulations for tenant selection and affordability restrictions as well as the availability of supportive services. HOME-ARP funds administered by a subrecipient or contractor The City of Chula Vista’s HOME-ARP allocation will not be administered through a subrecipient. Table 4: Use of HOME-ARP Funding Funding Amount Percent of the Grant Statutory Limit Supportive Services Acquisition and Development of Non-Congregate Shelters Tenant Based Rental Assistance (TBRA) Development of Affordable Rental Housing $ 2,668,810.45 85% Non-Profit Operating Non-Profit Capacity Building Administration and Planning $ 470,966.55 15 % 15% Total HOME ARP Allocation $ 3,139,777 100% HOME-ARP funds distribution The City’s gap analysis clearly demonstrates a need for affordable housing units and permanent supportive services for those experiencing or at risk of homelessness. Based on this demonstrated need, all funds will assist with the development of permanent supportive beds and affordable housing units. The City’s needs assessment indicates that of the eligible HOME- ARP activities production and preservation of affordable housing is the most important. The City can leverage various other funding sources, such as ESG and CDBG, for supportive services Page 261 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 78 OMB Control No: 2506-0117 (exp. 09/30/2021) and Tenant-Based Rental Assistance. Therefore, the City’s intention is to use its full HOME -ARP allocation for production of affordable housing. Plan rationale The City’s planned use of HOME-ARP funds is based on data and consultation feedback that strongly point to a need to address the lack of permanent supportive units and services in the City. This is coupled with the large number of persons currently living in homelessness or at risk of homelessness in the City, which is expected to rise as the population of the City increases over the coming two decades. These factors indicate that the greatest need is for production of more affordable housing units. To assist the City with this goal, it was decided that HOME-ARP funds entirely be allocated to development or conversion of affordable housing units. HOME-ARP Production Housing Goals Number of affordable rental housing units for qualifying populations that C hula Vista expects to produce or support with its HOME-ARP allocation: With HOME-ARP funding we would expect to obligate the development of approximately 18 units. With similar funding and leveraging opportunities recent developments have yielded approximately 90 affordable units. Affordable rental housing production goal that the Chula Vista hopes to achieve and how the production goal will address the City’s priority needs: In the City’s 2021-2029 Housing Element, Chula Vista established its affordable housing goals according to the Regional Housing Needs Assessment (RHNA). Of the 11,105 housing units the City needs to produce by 2029, 2,750 units are to be set aside for very -low-income households and 1,777 units need to be set aside for low-income households. There are many projects and initiatives planned or currently underway in the City to help accomplish these goals, however there is a major need for gap financing when it comes to development and production of affordable housing. Units produced or converted with the use of HOME-ARP funds would directly contribute to this goal. Preferences The City of Chula Vista will intentionally not establish preferences as there is already a high need for low-barrier services for each of the qualifying populations. The City intends for units and associated wrap-around services developed with these funds to strictly be available to households currently experiencing homelessness, those at risk of homelessness, households fleeing domestic violence, and other qualifying populations. HOME-ARP funding will be used to Page 262 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Annual Action Plan 2024 79 OMB Control No: 2506-0117 (exp. 09/30/2021) provide gap-financing to facilitate the development of affordable units within affordable housing projects that also utilize other funding sources. Referral Methods The City of Chula Vista will work with the eventual on-site management and service provider to establish an internal chronological waiting list. The use of a waiting list better suits the needs of the community and ensures that applicants are served on a first -come first-served basis instead of receiving referrals from a third-party agency. Limitations The City of Chula Vista will not be limiting the assistance provided under the development of permanent supportive housing to any one qualifying population. The services provided throu gh this project will be made available to all applicants that fall under the eligible qualifying populations for HOME-ARP funding. The need in the Chula Vista community is too great to prevent a subpopulation from accessing resources they may desperately need. HOME-ARP Refinancing Guidelines The City of Chula Vista does not intend to use HOME -ARP funds to refinance existing debt. Page 263 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 1 of 6 Community Development Block Grant Program MEMORANDUM OF UNDERSTANDING FOR USE OF CDBG FUNDS BETWEEN CITY OF CHULA VISTA DEPARTMENT OF HOUSING AND HOMELESS SERVICES AND DEPARTMENT OF «Organization_Name» This Memorandum of Understanding (MOU) is entered into this 1st day of July, 2024 between the Department of Housing and Homeless Services (The Housing Department) and the Department of «Organization_Name» (“Sub-recipient”) to work together toward the mutual goal of developing and improving the community facilities, infrastructure in the City of Chula Vista by completing the «Application_Title». The Housing Department is the Grantee administrator for the City of Chula Vista receipt of federal Community Development Block Grant (CDBG) program funds. The City Council allocated CDBG program funds for a City project as described in “Work to be Performed ” (the Project). This Grant is made pursuant to Title I of the Housing and Community Development Act o f 1974 (41 U.S.C. 5301-5320) as amended, the primary objective of which is the development of viable urban communities by providing federal assistance for community development activities in urban areas. This MOU will establish the working parameters for the Project activities to be accomplished with these funds. This CDBG funded activity has been incorporated into the City’s annual Action Plan which was submitted and accepted by the U.S. Department of Housing and Urban Development (HUD). The Action Plan requires «Organization_Name» and all its subreceipients and contractors to meet certain obligations and certifications to the federal government including environment al review, anti- discrimination, wage requirements and timely expenditure of funds. This Project will be implemented compliant with CDBG regulations and related federal laws. IT IS AGREED AS FOLLOWS: WORK TO BE PERFORMED: «Organization_Name» will implement the Project described as follows: [ENTER PROJECT DESCRIPTION HERE]. The Project will use «Final_Funding_Amount» of CDBG funds from FY 2024-2025, further detailed in Attachment “A” - Budget. PERFORMANCE MEASUREMENT A total of «Number_to_Serve» residents, residing along the [STREET NAME], [00.00%] of which are low/moderate income (further detailed below) and Attachment “A.” TIMELY COMPLETION AND EXPENDITURE: Timely completion of the Project is the highest priority of this agreement. To ensure timely completion and expenditures, «Organization_Name» will demonstrate reasonable progress in implementation of a Project by completing and expending allocated CDBG Project funds by June 30, 2025, further detailed in Attachment “A” – Project Time Schedule. QUARTERLY REPORTS: In order to more closely monitor Project completion and expenditures, the Page 264 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 2 of 6 Community Development Block Grant Program «Organization_Name» Project Manager will provide the Housing Department Project Manager with quarterly reports (inclusive of documentation listed in this MOU), submitted no later than 15 days after the last day of the previous quarter, which includes a narrative of the activities, and/or progress towards meeting the timeline goals. Report due dates are: October 15, January 15, April 15, and July 15. In addition to the quarterly reporting, The «Organization_Name» shall provide all required annual or final documentation in a form acceptable to the Housing Department Project Manager, including but not limited to Section 3 of the Housing and Urban Development Act of 1968 (“Section 3”) reporting such as: 1) total labor hours; 2) total Section 3 employee labor hours; and 3 ) total targeted Section 3 labor hours. PROJECT REVIEW CONFERENCE: In the event that quarterly reports indicate funds will not be expended by June 30, 2025, or within the agreed upon schedule, «Organization_Name» will notify of the completion deficiencies and «Organization_Name» will have 45 calendar days to provide its plan for meeting time and expenditure agreements. Failure to correct the deficiency within 45 calendar days will require the Housing Department to schedule a Project Review Conference. Upon failure to develop a plan for meeting completion and expenditure requirements, the Housing Department Director will schedule a Project Review Conference. Either or both Directors may assign a designee to represent their respective department during a Project Review Conference. The Project Review Conference will serve to identify reasons for delayed performance and weaknesses in the project implementation plan. Based on the Project Review Conference discussions both the Housing Department and «Organization_Name» will generate a remedial plan that may include but is not limited to re-design of the Project, amendments to the Housing Department the Project, extending the term of the Project, or re-allocation of the funds to an alternate Project. CDBG PROGRAMMATIC REQUIREMENTS: Project will be implemented in accordance with Community Development Block Grant requirements as well as all other additional Federal Requirements detailed below and all bid documents shall contain the following clauses: 1. Equal Employment Opportunity—All contracts shall contain a provision requiring compliance with E.O. 11246, “Equal Employment Opportunity,” as amended by E.O. 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and as supplemented by regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” 2. Copeland “Anti-Kickback” Act (18 U.S.C. 874 and 40 U.S.C. 276c)—All contracts and subgrants in excess of $2000 for construction or repair awarded by recipients and subrecipients shall include a provision for compliance with the Copeland “Anti-Kickback” Act (18 U.S.C. 874), as supplemented by Department of Labor regulations (29 CFR part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient shall be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he is otherwise entitled. The recipient shall report all suspected or reported violations to HUD. Page 265 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 3 of 6 Community Development Block Grant Program 3. Davis-Bacon Act, as amended (40 U.S.C. 276a to a-7)—When required by Federal program legislation, all construction contracts awarded by the recipients and subrecipients of more than $2,000 shall include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 276a to a-7) and as supplemented by Department of Labor regulations (29 CFR part 5, “Labor Standards Provisions Applicable to Contracts Governing Federally Financed and Assisted Construction”). Under this Act, contractors shall be required to pay wages to laborers and mechanics at a rate not less than the minimum wages specified in a wage determination made by the Secretary of Labor. In addition, contractors shall be required to pay wages not less than once a week. The recipient shall place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation and the award of a contract shall be conditioned upon the acceptance of the wage determination. The recipient shall report all suspected or reported violations to HUD. 4. Contract Work Hours and Safety Standards Act (40 U.S.C. 327 through 333)—Where applicable, all contracts awarded by recipients in excess of $2,000 for construction contracts and in excess of $2,500 for other contracts that involve the employment of mechanics or laborers shall include a provision for compliance with Sections 102 and 107 of the Contract Work Hours and Safety Standards Act (40 U.S.C. 327–333), as supplemented by Department of Labor regulations (29 CFR part 5). Under Section 102 of the Act, each contractor shall be required to compute the wages of every mechanic and laborer on the basis of a standard workweek of 40 hours. Work in excess of the standard workweek is permissible provided that the worker is compensated at a rate of not less than 1 1/2 times the basic rate of pay for all hours worked in excess of 40 hours in the workweek. Section 107 of the Act is applicable to construction work and provides that no laborer or mechanic shall be required to work in surro undings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. 5. Rights to Inventions Made Under a Contract or Agreement— Contracts or agreements for the performance of experimental, developmental, or research work shall provide for the rights of the Federal Government and the recipient in any resulting invention in accordance with 37 CFR part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by HUD. 6. Clean Air Act (42 U.S.C. 7401 et seq.) and the Federal Water Pollution Control Act (33 U.S.C. 1251 et seq.), as amended—Contracts and subgrants of amounts in excess of $100,000 shall contain a provision that requires the recipient to agree to comply with all applicable sta ndards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401 et seq.) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251 et seq.). Violations shall be reported to HUD and the Regional Office of the Environmental Protection Agency (EPA). 7. Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)— Contractors who apply or bid for an award of $100,000 or more shall file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Page 266 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 4 of 6 Community Development Block Grant Program Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier shall also disclose any lobbying with non -Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the recipient. 8. Debarment and Suspension (E.O.s 12549 and 12689)—No contract shall be made to parties listed on the General Services Administration's List of Parties Excluded from Federal Procurement or Nonprocurement Programs in accordance with E.O.s 12549 and 12689, “Debarment and Suspension,” as set forth at 24 CFR part 24. This list contains the names of parties debarred, suspended, or otherwise excluded by agencies, and contractors declared ineligible under statutory or regulatory authority other than E.O. 12549. Contractors with awards that exceed the small purchase threshold shall provide the required certification regarding its exclusion status and that of its principal employees. 9. Drug-Free Workplace Requirements—The Drug-Free Workplace Act of 1988 (42 U.S.C. 701) requires grantees (including individuals) of federal agencies, as a prior condition of being awarded a grant, to certify that they will provide drug-free workplaces. Each potential recipient must certify that it will comply with drug-free workplace requirements in accordance with the Act and with HUD's rules at 24 CFR part 24, subpart F. 10. Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u. All section 3 covered contracts shall include the following clause (referred to as the “section 3 clause”): a. The work to be performed under this contract is subject to the requirements of section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u (section 3). The purpose of section 3 is to ensure that employment and other economic opportunities generated by HUD assistance or HUD-assisted projects covered by section 3, shall, to the greatest extent feasible, be directed to low- and very low-income persons, particularly persons who are recipients of HUD assistance for housing. b. The parties to this contract agree to comply with HUD's regulations in 24 CFR part 75, which implement Section 3. As evidenced by their execution of this contract, the parties to this contract certify that they are under no contractual or other impediment that would prevent them from complying with the part 75 regulations. c. The Sub-recipient agrees to send to each labor organization or representative of workers with which the Sub-recipient has a collective bargaining agreement or other understanding, if any, a notice advising the labor organization or workers' representative of the Sub - recipient's commitments under this section 3 clause, and will post copies of the notice in conspicuous places at the work site where both employees and applicants for training and employment positions can see the notice. The notice shall describe the section 3 preference, shall set forth minimum number and job titles subject to hire, availability of apprenticeship and training positions, the qualifications for each; and the name and location of the person(s) taking applications for each of the positions; and the anticipated date the work Page 267 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 5 of 6 Community Development Block Grant Program shall begin. d. The Sub-recipient agrees to include this section 3 clause in every subcontract subject to compliance with regulations in 24 CFR part 75, and agrees to take appropriate action, as provided in an applicable provision of the subcontract or in this section 3 clause, upon a finding that the sub-Sub-recipient is in violation of the regulations in 24 CFR part 75. The Sub-recipient will not subcontract with any sub -Sub-recipient where the Sub-recipient has notice or knowledge that the sub Sub-recipient has been found in violation of the regulations in 24 CFR part 75. e. The Sub-recipient will certify that any vacant employment positions, including training positions, that are filled (1) after the Sub-recipient is selected but before the contract is executed, and (2) with persons other than those to whom the regulations of 24 CFR part 75 require employment opportunities to be directed, were not filled to circumvent the Sub - recipient's obligations under 24 CFR part 75. f. Noncompliance with HUD's regulations in 24 CFR part 75 may result in sanctions, termination of this contract for default, and debarment or suspension from future HUD assisted contracts. g. With respect to work performed in connection with section 3 covered Indian housing assistance, section 7(b) of the Indian Self -Determination and Education Assistance Act (25 U.S.C. 450e) also applies to the work to be performed under this contract. Section 7(b) requires that to the greatest extent feasible (i) preference and opportunities for training and employment shall be given to Indians, and (ii) preference in the award of contr acts and subcontracts shall be given to Indian organizations and Indian-owned Economic Enterprises. Parties to this contract that are subject to the provisions of section 3 and section 7(b) agree to comply with section 3 to the maximum extent feasible, but not in derogation of compliance with section 7(b). 11. The Architectural Barriers Act of 1968 (42 U.S.C. § 4151, et seq.); 12. The Rehabilitation Act of 1973 (Public Law 93-112) as amended, including section 504 which related to nondiscrimination in federal pro grams and HUD regulations set forth in 24 CFR 8. Section 504 of the Rehabilitation Act of 1973 prohibits discrimination against persons with disabilities in the operation of programs receiving federal financial assistance. HUD regulations implementing Section 504 contain accessibility requirements for new construction and rehabilitation of housing as well as requirements for ensuring that the programs themselves are operated in a manner that is accessible to and usable by persons with disabilities. Both individual units and the common areas of buildings must be accessible under Section 504. Section 504 states that "no qualified individuals with a disability in the United States shall be excluded from, denied the benefits of, or be subject to discrimination under" any program or activity that receives Federal financial assistance. Requirements common to these regulations include program accessibility; effective communication with people who have hearing or vision disabilities; and accessible new construction and alterations (See 24 CFR Part 8). Page 268 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 6 of 6 Community Development Block Grant Program 13. The Americans with Disabilities Act (42 U.S.C. § 12101); 14. The bonding requirements described in 24 CFR Part 85.36 required for construction or facility improvement contracts or subcontracts that exceed the simplified acquisition threshold (defined at 41 U.S.C. 403(11)); and 15. Comply with and make good faith and reasonable efforts to carry out the purposes of Executive Orders 12432 and 11625 related to participation in federal programs by Minority Business Enterprises (“MBE”) and Executive Order 12138 related to participation in federal programs by Women’s Business Enterprises (“WBE”). ACKNOWLEDGEMENT OF FUNDING: «Organization_Name» shall identify the City of Chula Vista and the Department of Housing and Urban Development (HUD) Community Development Block Grant Program as the source of funding, or, if applicable, one of the sources of funding in public announcements that are made regarding the Project. Acknowledgement of the City’s fundin g roles, for example, should be included in publicity materials related t o the Project. In addition, the Housing Department agrees that it shall be apprised of any special events linked to the Project so that a review can be made on what role, if any, the City and HUD would assume. TERM: This MOU will commence when executed by both parties and shall remain in effect until terminated by either party with a 30 day written notice. IN WITNESS WHEREOF, this Memorandum of Understanding is hereby executed on the day and the year first above written. Department of Public Works Date: _______________________________ By: _________________________________ [DEPARTMENT HEAD], Director of [DEPARTMENT] Director Department of Housing and Homeless Services Date: _______________________________ By: _________________________________ Stacey Kurz, Director of Housing and Homeless Services Page 269 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 7 of 6 Community Development Block Grant Program ATTACHMENT “A” 2024-2025 SCOPE OF WORK AND BUDGET SUBRECEIPIENT AGREEMENT BY AND BETWEEN THE CITY OF CHULA VISTA AND «ORGANIZATION_NAME» CONTRACT NUMBER: «AGREEMENT_NUMBER» HUD PROJECT ID: «IDIS_Activity_Number» A. ACTIVITIES 1. General: «Organization_Name» hereinafter, “Subrecipient”) will be responsible for administering a Community Development Block Grant (CDBG) program (CFDA 14 -218) entitled, «Application_Title» in a manner satisfactory to the Grantee and consistent with any standards required as a condition of providing these funds consistent with regulations governing Public Services [(§570.201(e)] which applies specifically to services rendered to «Presumed_Benefit» HUD Eligibility Matrix Code «Matrix_Code». 2. Program Delivery: The Subrecipient will carry out the following specific activities as part of the program: a. Ensure that marketing material acknowledges the City of Chula Vista and the Department of Housing and Urban Development’s support; b. Services to be provided are in compliance with the program Policies and Procedures Manual, attached hereto. c. Additionally, the the program will provide the following outcomes: Outcome 1 Outcome 2 Outcome 3 3. Income Benefit Goals: It is anticipated that approximately «Number_to_Serve» unduplicated «Presumed_Benefit» be served over the course of this 12 month Agreement. In addition to the required quarterly reports identified in Section 12 of this contract, the Subrecipient shall document all clients served to ensure that at least 51 percent of those served are at or below 80 percent of the Area Median Income as established by the U.S. Department of Housing and Urban Development (HUD). This information is to be collected and compiled at the end of the each City of Chula Vista fiscal year (June 30th) for five (5) years, and shall be submitted to the City of Chula Vista Housing Department upon receipt of a written request and at the time of any monitoring of project records. B. NATIONAL OBJECTIVES: All activities funded with CDBG funds must meet one of the CDBG program’s National Objectives: benefit low- and moderate-income persons; aid in the prevention or elimination of slums or blight; or meet community development needs having a particular urgency, as defined in Page 270 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 Interdepartmental Memorandum of Understanding Page 8 of 6 Community Development Block Grant Program 24 CFR 570.208. The Subrecipient certifies that the activity/activities carried out under this Agreement will meet the National Objective of benefitting «Number_to_Serve» «Presumed_Benefit». C. PERFORMANCE MONITORING: The Grantee will monitor the performance of the Subrecipient against goals and performance standards as stated above. Substandard performance as determined by the Grantee will constitute noncompliance with this Agreement. If action to correct such substandard performance is not taken by the Subrecipient within a reasonable period of time after being notified by the Grantee, suspension or termination procedures will be initiated. D. ESTIMATED TIME SCHEDULE: SUBRECIPIENT will make all good faith and reasonable efforts to fulfill the project by June 30, 2025, or earlier. E. BUDGET: SUBRECIPIENT shall make all good faith and reasonable efforts to complete the work under this contract within the following estimated budget. In no case shall SUBRECIPIENT be entitled to, nor shall City reimburse SUBRECIPIENT, more than «Final_Funding_Amount» to be budgeted as follows: Budget Line Item Amount $ $ $ Total $ Page 271 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 1 of 22 CONTRACT FOR MANAGEMENT AND IMPLEMENTATION OF A COMMUNITY DEVELOPMENT BLOCK GRANT PROJECT 2024-2025 This contract, numbered [Number], is entered into by and between {Organization Name] (“Sub-recipient”) and the City of Chula Vista (“City”) on July 1, 2024 (“Effective Date”) for the purpose of having Sub-recipient implement and perform work on the 2024-2025 [Project Name] as set forth herein and in the incorporated documents and attachments. RECITALS WHEREAS, there has been enacted into law the Housing and Community Development Act of 1974 (the “Act”), Title I, Part 24, Section 570, Public Law 93-383, 88 Stat. 633, 42 U.S.C 5301-5321 with the primary objective of development of viable urban communities by providing federal assistance for community development activities in urban areas through the Community Development Block Grant Program (Catalog of Federal Domestic Assistance Number 14.218); WHEREAS, the City, is authorized to apply for and accept Community Development Block Grant funds; WHEREAS, City incorporated the Sub-recipient’s proposal for the project described in the Scope (hereinafter referred to as the “Project”) into the City’s Community Development Block Grant/HOME Investment Partnership/Emergency Shelter Grant Annual Funding Plan which was submitted to the U.S. Department of Housing and Urban Development (HUD); WHEREAS, HUD has approved the City Annual Funding Plan for Community Development Block Grant funds; WHEREAS, it is the desire of the Sub-recipient and the City that the Project be implemented by the Sub-recipient; WHEREAS, the Sub-recipient shall undertake the same obligations to the City with respect to the Project in the City’s aforesaid Annual Funding Plan for participation in the Community Development Block Grant program; and WHEREAS, Sub-recipient warrants and represents that they are experienced and staffed in a manner such that they are and can deliver the services required of Sub-recipient to City within the time frames herein provided all in accordance with the terms and conditions of this Agreement. NOW, THEREFORE, BE IT RESOLVED that the City and Sub-recipient do hereby mutually agree as follows: All of the Recitals above are hereby incorporated into this Agreement. Page 272 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 2 of 22 ARTICLE I. SUB-RECIPIENT OBLIGATIONS A. General. 1. Work to be Performed. Sub-recipient shall implement the scope of work (“Scope of Work”) described in Attachment B, hereof fully and in accordance with the terms of the Annual Funding Plan approved by the City and submitted to HUD in the City’s application for funds to carry out the Project and the Certifications which were submitted concurrently with the Annual Funding Plan. The Annual Funding Plan and Certifications form is hereby incorporated by reference into this contract fully as if set forth herein. Sub-recipient shall also undertake the same obligations to the City that the City has undertaken to HUD pursuant to said Annual Funding Plan and Certifications. The obligations undertaken by Sub- recipient include, but are not limited to, the obligation to, as applicable, comply with each of the following as may be amended from time to time: a. The Housing and Community Development Act of 1974 (Public Law 93-383, as amended, 42 USC § 5301, et seq.); b. HUD regulations relating to Community Development Block Grants (24 CFR 570.1, et seq.); c. The regulations in 24 CFR Part 58 specifying other provisions of the law that further the purposes of the National Environmental Policy Act of 1969 and the procedures by which grantees must fulfill their environmental responsibilities; d. Title VI of the Civil Rights Act of 1964 (42 USC § 2000d); Title VII of the Civil Rights Act of 1964 (Public Law 88-352); Title VIII of the Civil Rights Act of 1968 (Fair Housing Act, 42 USC § 3601, et seq.); Section 109 of the Housing and Community Development Act of 1974; Executive Order 11246, as amended (equal employment opportunity); Executive Order 11063 (non- discrimination), as amended by Executive Order 12259; and any HUD regulations heretofore issued or to be issued to implement these authorities relating to civil rights; e. Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u. All section 3 covered contracts shall include the following clause (referred to as the “section 3 clause”): i. The work to be performed under this contract is subject to the requirements of section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u (section 3). The purpose of section 3 is to ensure that employment and other economic opportunities generated by HUD assistance or HUD-assisted projects covered by section 3, shall, to the greatest extent feasible, be directed to low and very low-income persons, particularly persons who are recipients of HUD assistance for housing. HUD develops income limits based on Median Family Income estimates and Fair Market Rent area definitions for each metropolitan area, parts of some metropolitan areas, and each non-metropolitan county. Refer to Attachment “A” – 2022 Area Median Income Limits. ii. The parties to this contract agree to comply with HUD's regulations in 24 CFR part 135, which implement section 3. As evidenced by their execution of this contract, the parties to this contract certify that they are under no contractual or other impediment that would prevent them from complying with the part 135 regulations. Page 273 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 3 of 22 iii. The Sub-recipient agrees to send to each labor organization or representative of workers with which the Sub-recipient has a collective bargaining agreement or other understanding, if any, a notice advising the labor organization or workers' representative of the Sub-recipient's commitments under this section 3 clause, and will post copies of the notice in conspicuous places at the work site where both employees and applicants for training and employment positions can see the notice. The notice shall describe the section 3 preference, shall set forth minimum number and job titles subject to hire, availability of apprenticeship and training positions, the qualifications for each; and the name and location of the person(s) taking applications for each of the positions; and the anticipated date the work shall begin. iv. The Sub-recipient agrees to include this section 3 clause in every subcontract subject to compliance with regulations in 24 CFR part 135, and agrees to take appropriate action, as provided in an applicable provision of the subcontract or in this section 3 clause, upon a finding that the sub-Sub-recipient is in violation of the regulations in 24 CFR part 135. The Sub-recipient will not subcontract with any sub-Sub-recipient where the Sub- recipient has notice or knowledge that the sub Sub-recipient has been found in violation of the regulations in 24 CFR part 135. v. The Sub-recipient will certify that any vacant employment positions, including training positions, that are filled (1) after the Sub-recipient is selected but before the contract is executed, and (2) with persons other than those to whom the regulations of 24 CFR part 135 require employment opportunities to be directed, were not filled to circumvent the Sub-recipient's obligations under 24 CFR part 135. vi. Noncompliance with HUD's regulations in 24 CFR part 135 may result in sanctions, termination of this contract for default, and debarment or suspension from future HUD assisted contracts. vii. With respect to work performed in connection with section 3 covered Indian housing assistance, section 7(b) of the Indian Self-Determination and Education Assistance Act (25 U.S.C. 450e) also applies to the work to be performed under this contract. Section 7(b) requires that to the greatest extent feasible (i) preference and opportunities for training and employment shall be given to Indians, and (ii) preference in the award of contracts and subcontracts shall be given to Indian organizations and Indian-owned Economic Enterprises. Parties to this contract that are subject to the provisions of section 3 and section 7(b) agree to comply with section 3 to the maximum extent feasible, but not in derogation of compliance with section 7(b). f. The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1979, 42 USC § 4601, et seq., and regulations adopted to implement that Act in 49 CFR Part 24; g. Cost principles have been established for State, Local and Indian Tribal Governments through 2CFR, Part 225 (OMB Circular A-87). This part provides a uniform approach for determining costs and to promote effective program delivery, efficiency, and better relationships between governmental units and the Federal Government. The principles are for determining allowable costs only. They are not intended to identify the circumstances or to dictate the extent of Federal and governmental unit participation in the financing of a particular Federal award. Provision for profit or other increment above cost is outside the scope of this part; Page 274 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 4 of 22 h. Additional cost principles have been established for non-profits through 2 CFR part 200, subpart E, entitled “Cost Principles for Non-Profit Organizations”; 2 CFR part 230 entitled “Cost Principles for Non-Profit Organizations” (Circular A–122); and 2 CFR Part 225 entitled “Cost Principles for State, Local, and Indian Tribal Governments” (OMB Circular A–87); This part establishes principles for determining costs of grants, contracts and other agreements with non-profit organizations. The principles are designed to provide that the Federal Government bear its fair share of costs except where restricted or prohibited by law. The principles do not attempt to prescribe the extent of cost sharing or matching on grants, contracts, or other agreements. However, such cost sharing or matching shall not be accomplished through arbitrary limitations on individual cost elements by Federal agencies; i. Grant administration requirements as described in 24 CFR 570.504, which requires Sub- recipient to return any program income earned by Sub-recipient in carrying out the activities of this Contract to the City. Upon expiration of this Contract, Sub-recipient shall transfer to the City any Community Development Block Grant funds on hand at the time of expiration and any accounts receivable attributable to the use of Community Development Block Grant funds. Any real property under Sub-recipient’s control acquired or improved in whole or in part with Community Development Block Grant funds in excess of $25,000 will either be: i. Used to meet one of the CDBG National Objectives, as defined in 24 CFR 570.208, and outlined by HUD until five years after expiration of the contract; or ii. Disposed of in a manner that results in the City being reimbursed in the amount of the current fair market value of the property less any portion of the value attributable to expenditures of non-Community Development Block Grant funds for acquisition of, or improvement to, the property. Reimbursement is not required after the five-year period pursuant to 24 CFR 570.505. Program income on hand at the time of closeout and subsequently received shall continue to be subject to all applicable Community Development Block grant Program eligibility requirements, 24 CFR 570.489, and provisions of this Contract; j. 24 CFR 570.505 concerning use of real property; k. The following laws and regulations relating to preservation of historic places: National Historic Preservation Act of 1966 (Public Law 89-665); the Historical and Archaeological Preservation Act of 1974 (Public Law 93-291); and Executive Order 11593; l. The Labor Standards Regulations set forth in 24 CFR 570.603; m. Labor Code section 1771 and/or Davis Bacon concerning prevailing wages as applicable; n. The Hatch Act relating to the conduct of political activities (5 U.S.C. § 1501, et seq.); o. The Flood Disaster Protection Act of 1973 (42 U.S.C. § 4001, et seq., and the implementing regulations in 44 CFR Parts 59-78); p. The Rehabilitation Act of 1973 (Public Law 93-112) as amended, including Section 504 which relates to nondiscrimination in federal programs and HUD 24 CFR Part 8; Page 275 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 5 of 22 q. The Clean Air Act (42 U.S.C. § 7401, et seq.) and the Federal Water Pollution Control Act, as amended (33 U.S.C. § 1251, et seq.) and the regulations adopted pursuant thereto (40 CFR Part 6); r. The Drug-Free Workplace Act of 1988 (Public Law 100-690); s. The Lead-Based Paint Poisoning Prevention Act, the Residential Lead-Based Paint Hazard Reduction Act of 1992, and implementing regulations at 24 CFR Part 35; t. No member, officer or employee of the Sub-recipient, or its designee or agents, no member of the governing body of the locality in which the program is situated, and no other public official of such locality or localities who exercises any functions or responsibilities with respect to the program during his/her tenure or for one year thereafter, shall have any interest, direct, or indirect, in any contract or subcontract, or the process thereof, for work to be performed in connection with the program assisted under the Grant, and that it shall incorporate, or cause to be incorporated, in all such contracts or subcontracts a provision prohibiting such interest pursuant to the purposes of this certification; u. The Sub-recipient certifies, that in accordance with Section 319 of Public Law 101-121, to the best of his or her knowledge and belief that: i. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative contract, and the extension, continuation, renewals, amendment, or modifications of any federal contract, grant loan, or cooperative contract. ii. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, or an employee of a member of Congress in connection with this federal contract, grant, loan, or cooperative contract, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions; v. The Architectural Barriers Act of 1968 (42 U.S.C. § 4151, et seq.); w. The Rehabilitation Act of 1973 (Public Law 93-112) as amended, including section 504 which related to nondiscrimination in federal programs and HUD regulations set forth in 24 CFR 8. Section 504 of the Rehabilitation Act of 1973 prohibits discrimination against persons with disabilities in the operation of programs receiving federal financial assistance. HUD regulations implementing Section 504 contain accessibility requirements for new construction and rehabilitation of housing as well as requirements for ensuring that the programs themselves are operated in a manner that is accessible to and usable by persons with disabilities. Both individual units and the common areas of buildings must be accessible under Section 504. Section 504 states that "no qualified individuals with a disability in the United States shall be excluded from, denied the benefits of, or be subject to discrimination under" any program or activity that receives Federal financial assistance. Requirements common to these regulations Page 276 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 6 of 22 include program accessibility; effective communication with people who have hearing or vision disabilities; and accessible new construction and alterations (See 24 CFR Part 8); x. The Americans with Disabilities Act (42 U.S.C. § 12101); y. The bonding requirements described in 24 CFR Part 85.36 required for construction or facility improvement contracts or subcontracts that exceed the simplified acquisition threshold (defined at 41 U.S.C. 403(11)). z. Prior to award of any contracts or subcontracts, City and Contractor shall verify that contractor or subcontractor is eligible according to the Federal EPLS and LEIE databases. Documentation of such eligibility shall be maintained in the project files; aa. Contractor shall comply with and make good faith and reasonable efforts to carry out the purposes of Executive Order 12166 relating to “Improving Access to Services by Persons with Limited English Proficiency (“LEP”); bb. Grantee shall comply with Federal Funding Accountability and Transparency Act (FFAT) requirements established by the Office of Management and Budget (OMB) concerning the Dun and Bradstreet Data Universal Numbering System (DUNS), the Central Contractor Registration (CCR) database, and the Federal Funding Accountability and Transparency Act, including Appendix A to Part 25 of the Financial Assistance Use of Universal Identifier and Central Contractor Registration, 75 Fed. Reg.55671 (Sept. 14, 2010)(to be codified at 2 CFR part 25) and Appendix A to Part 170 of the Requirements for Federal Funding Accountability and Transparency Act Implementation, 75 Fed. Reg. 55663 (Sept. 14, 2010)(to be codified at 2 CFR part 170), including any subsequent amendments; cc. Contractor shall comply with and make good faith and reasonable efforts to carry out the purposes of Executive Orders 12432 and 11625 related to participation in federal programs by Minority Business Enterprises (“MBE”) and Executive Order 12138 related to participation in federal programs by Women’s Business Enterprises (“WBE”); and dd. Sub-recipient shall hold City of Chula Vista, its elected or appointed officers, officials, employees, agents, and volunteers (collectively the “Indemnified Parties”) harmless and indemnify the Indemnified Parties against any harm that it may suffer with respect to HUD on account of any failure on the part of the Sub-recipient to comply with the requirements of any such obligation. ee. Monthly, or more often, Subrecipient must, without condition, pay the salaries of architects, draftsmen, technical engineers and technicians performing work under this Contract. Such payments shall be made without deduction or rebate, excepting only such payroll deductions as are mandatory by law or permitted by applicable regulations issued by the Secretary of Labor pursuant to the "Anti-Kickback Act" of June 13, 1937 (18 U.S.C., Section 874). Subrecipient shall comply with all applicable "Anti-Kickback" regulations and shall insert appropriate provisions in all subcontracts covering work under this Contract to insure compliance by subcontractors with such regulations. Subrecipient shall be responsible for the submission of affidavits required of subcontractors under this Contract, except for such variations or exemptions as the Secretary of Labor may specifically allow. ff. Subrecipient must comply with the provisions of the Contract Work Hours and Safety Standards Act (40 U.S.C.§§ 3201-3708) and must cooperate with Agency in implementing and enforcing Page 277 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 7 of 22 the provisions of such Act. Among other requirements of the act, Subrecipient must pay not less than one and one-half times the basic rate of pay for the work of Subrecipient's employee in excess of eight hours in one day or forty hours in one week in the performance of this Contract. Subrecipient must insert appropriate provisions in all subcontracts covering work under this Contract to insure compliance with such Act. Subrecipient must meet and cooperate with Agency's Labor Compliance officer to assure compliance with such Act. gg. If, in the performance of this Contract, there is any underpayment of salaries by Subrecipient or by any subcontractor, Agency must withhold from Subrecipient out of payments due to him any amount sufficient to pay employees underpaid the difference between the salaries required under this Contract to be paid and the salaries actually paid such employees for the total number of hours worked. The amounts withheld shall be disbursed by Agency for and on account of Subrecipient or subcontractor to the respective employees to whom they are due. hh. Claims and disputes pertaining to salary rates or to classification of architects, draftsmen, technical engineers and technicians performing work under this Contract must be promptly reported in writing by Subrecipient to Agency for the latter's decision which shall be final with respect thereto. ii. No person employed on the work covered by this Contract shall be discharged or in any way discriminated against because he has filed any complaint or instituted or caused to be instituted any proceeding or has testified or is about to testify in any proceeding under or relating to the labor standards applicable to his employer under this Contract jj. The Subrecipient, shall, in the acquisition or improvement of real and personal property with funds provided under this Contract, be subject to all applicable provisions of the Federal Requirements. 1) Any real property under Subrecipient’s control which was acquired or improved in whole or in part with CDBG funds in excess of $25,000 must be either used to meet one of the national objectives in 24 CFR §570.208 for five years after the expiration or termination of this Contract, or disposed of in a manner that results in the Agency being reimbursed in the amount of the current fair market value of the property less any portion of the value attributable to expenditures of non-CDBG funds for acquisition of, or improvement to, the property. 2) General property and procurement guidelines are contained in 24 CFR Part 570 and 2 CFR Part 200.. In all cases in which personal property is sold, the proceeds shall be transferred to Agency for the CDBG program or shall be Program Income, and, personal property not needed by the Subrecipient shall be transferred to Agency for the CDBG program or shall be retained by Subrecipient after compensating the Agency. 3) Real property shall be acquired in accordance with Title III, Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (at 24 CFR Part 42). kk. Travel costs may include expenses for transportation, lodging and subsistence and are only allowable for employees who are in travel status on official business and approved as part of this contract or with prior written approval and are specifically related to this contract. Costs must be considered reasonable and do not exceed charges allowed by contractor’s Out of Town Travel Policy. See 2 CFR §200.474 for additional information on travel costs and www.shra.org for the Out of Town Travel Policy. Page 278 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 8 of 22 The costs of entertainment, including amusement, diversion, and social activities and any associated costs are unallowable, except where specific costs that might otherwise be considered entertainment have a programmatic purpose and are authorized either in the approved budget for the Federal award or with prior written approval. All entertainment costs must comply with 2 CFR §200.438. In addition, the costs of alcoholic beverages are not allowed under §200.423 ll. If the project that is the subject of the Agreement receives more than $250,000 of federal financial assistance ("Covered Project"), Subrecipient shall, to the greatest extent practicable, cause all designers, construction managers, third-party inspection services, and contractors to comply with the Build America, Buy America Act ("BABAA") requirements under Title IX of the Infrastructure Investment and Jobs Act ("IIJA"), Public Law 177-58. Absent a waiver, all iron, steel, manufactured products, and construction materials used on a Covered Project must be produced in the United States, as further outlined by the Office of Management and Budget's Memorandum M-22-11, Initial Implementation Guidance on Application of Buy America Preference in Federal Financial Assistance Programs for Infrastructure, April 18, 2022. This requirement shall be included in all subawards including all contracts and purchase orders for work or products on Covered Projects. For the purposes of this requirement, “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. For Covered Projects, the description of services for designers, construction managers, and third-party inspection services shall include the following provisions (or similar): i. Opinions of total project costs and revisions thereof should reflect compliance with BABAA requirements. ii. Determine and certify that to the best of Contractor’s knowledge and belief, all iron and steel products, manufactured products, and construction materials referenced in any technical analysis/report; the plans, specifications, and bidding documents; any bid addenda; and change orders comply with all federal requirements, including BABAA. iii. Review and approve or take action with respect to confirmation of BABAA compliance, shop drawings, samples, and other required Contractor submittals, including applications for payment. iv. Review and document delivered products and materials including substitutes and “or equals” for conformity with contract conditions, U.S. Department of Housing and Urban Development regulations, and BABAA requirements. v. Obtain, review and confirm manufacturers’ and contractors’ certifications on compliance with BABAA requirements and maintain copies of certifications in project files. Any issues of concerns related to compliance with BABAA should be immediately brought to the attention of the City. B. Compliance with Laws. Sub-recipient shall comply with all applicable federal, state, and local laws, regulations, and ordinances when doing the work required by this Contract. Sub-recipient shall require sub- contractors to similarly comply with all applicable federal, state, and local laws, regulations, and ordinances when doing the work required by this Contract. Page 279 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 9 of 22 C. Insurance. Sub-recipient agrees to comply with the insurance requirements as set forth below: 1. General. Sub-recipient must procure and maintain, during the period of performance of this contract, and for twelve (12) months after completion, policies of insurance from insurance companies to protect against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work under the contract and the results of that work by the Contractor, its agents, representatives, employees, volunteers, or subcontractors and provide documentation of same prior to commencement of work. 2. Minimum Scope of Insurance. Coverage must be at least as broad as: (a) CGL. Insurance Services Office Commercial General Liability coverage (occurrence Form CG0001). (b) Auto. Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). (c) WC. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. (d) E&O. Professional Liability or Errors & Omissions Liability insurance appropriate to the Consultant’s profession. Architects’ and Engineers’ coverage is to be endorsed to include contractual liability. 3. Minimum Limits of Insurance. Sub-recipient must maintain limits no less than those included in the table below: i. General Liability: (Including operations, products and completed operations, as applicable) $1,000,000 per occurrence for bodily injury, personal injury, (including death), and property damage. If Commercial General Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this project/location or the general aggregate limit must be twice the required occurrence limit. ii. Automobile Liability: $1,000,000 per accident for bodily injury, including death, and property damage. iii. Workers’ Compensation Employer’s Liability: Statutory $1,000,000 each accident $1,000,000 disease-policy limit $1,000,000 disease-each employee iv. Professional Liability or Errors & Omissions Liability: $1,000,000 each occurrence 4. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either the insurer will reduce or eliminate such deductibles or self-insured retentions as they pertain to the Indemnified Parties; or the Sub-recipient will provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses. 5. Other Insurance Provisions. The general liability, automobile liability, and where appropriate, the worker’s compensation policies are to contain, or be endorsed to contain, the following provisions: Page 280 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 10 of 22 (a) Additional Insureds. The Indemnified Parties are to be named as additional insureds with respect all policies of insurance, including those with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the Contractor, where applicable, and, with respect to liability arising out of work or operations performed by or on behalf of the Contractor, including providing materials, parts or equipment furnished in connection with such work or operations. The general liability additional insured coverage must be provided in the form of an endorsement to the Contractor’s insurance using ISO CG 2010 (11/85) or its equivalent. Specifically, the endorsement must not exclude Products/Completed Operations coverage. (b) Primary Insurance. The Contractor’s General Liability insurance coverage must be primary insurance as it pertains to the Indemnified Parties. Any insurance or self-insurance maintained by the Indemnified Parties is wholly separate from the insurance of the Sub-recipient and in no way relieves the Sub-recipient from its responsibility to provide insurance. (c) Cancellation. The insurance policies required must be endorsed to state that coverage will not be canceled by either party, except after thirty (30) days’ prior written notice to the City by certified mail, return receipt requested. 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” shall be deleted from all certificates. (d) Active Negligence. Coverage shall not extend to any indemnity coverage for the active negligence of the additional insureds in any case where an agreement to indemnify the additional insured would be invalid under Subdivision (b) of Section 2782 of the Civil Code. (e) Waiver of Subrogation. Sub-recipient insurer will provide a Waiver of Subrogation in favor of the City for each required policy providing coverage for the term required by this contract. 6. Claims Forms. If General Liability, Pollution and/or Asbestos Pollution Liability and/or Errors & Omissions coverage are written on a claims-made form: (a) Retro Date. The “Retro Date” must be shown, and must be before the date of the contract or the beginning of the contract work. (b) Maintenance and Evidence. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract work. (c) Cancellation. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a “Retro Date” prior to the contract effective date, the Sub- recipient must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work. (d) Copies. A copy of the claims reporting requirements must be submitted to the City for review. 7. Acceptability of Insurers. Insurance is to be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best’s rating of no less than A V. 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. Exception may be made Page 281 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 11 of 22 for the State Compensation Fund when not specifically rated. 8. Verification of Coverage. Sub-recipient shall furnish the City with original certificates and amendatory endorsements affecting coverage required by Article I, section C. The endorsements should be on insurance industry forms, provided those endorsements or policies conform to the contract requirements. All certificates and endorsements are to be received and approved by the City before work commences. 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. 9. Subcontractors. Sub-recipient must include all subcontractors as insureds under its policies or furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors is subject to all of the requirements included in these specifications. 10. Not a Limitation of Other Obligations. Insurance provisions under this Article shall not be construed to limit the Consultant’s obligations under this contract, including Indemnity. ARTICLE II. CITY OBLIGATIONS A. Compensation. 1. Amounts. City shall reimburse Sub-recipient for the costs it incurs for work performed under this contract not to exceed a maximum reimbursement of $[Amount]. Sub-recipient shall not submit claims to the City nor shall City reimburse Sub-recipient for costs for which Sub-recipient is reimbursed from a source other than the funds allocated for work under this contract. 2. Limitation. With regard to compensation stated in Article II, section A.1, above, Sub-recipient may be reimbursed only to the extent and in the amounts that funds have been made available pursuant to applications for Federal assistance. No City funds in excess of those provided by the Federal government under such applications may be the source of reimbursement under this Contract. 3. Compensation Schedule. Sub-recipient shall not incur expenditures to be claimed for reimbursement prior to the Effective Date, indicated above. City shall then pay Sub-recipient quarterly progress payments upon certification and submittal by Sub-recipient of a statement of actual expenditures incurred, provided, however, that not more than 90% of the total agreed compensation will be paid during the performance of this contract. The balance due shall be paid upon certification by Sub- recipient that all of the required services have been completed. Payment by City is not to be construed as final in the event HUD disallows reimbursement for the project or any portion thereof. The 10% retention will not apply to acquisition or service contracts. a. Claim Due Dates. Contractor shall submit quarterly claims to the City by the deadlines listed below in order to meet HUD’s strict expenditure standards:  1st Quarter (July 1-September 30): Due October 15  2nd Quarter (October 1 - December 31): Due January 15  3rd Quarter (January1 - March 31): Due April 15  4th Quarter (April 1 – June 30): Due July 15 Failure to submit claims by these deadlines may result in recapturing of the grant funds. Any extension requests must be approved by all parties. However, costs must be incurred prior to June 30, 2025 and Page 282 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 12 of 22 said extension shall be within the City’s Finance Department’s Fiscal Year End processing deadline. 4. Indirect Costs. If indirect costs are charged, the Sub-recipient will develop an indirect cost allocation plan for determining the appropriate Sub-recipient’s share of administrative costs and shall submit such plan to the City for approval. 5. Expenditure Standard. In order to insure effective administration and performance of approved CDBG Projects and to meet HUD performance standards, Sub-recipient agrees that it shall expedite implementation of the Project described herein expending all contracted funds within the term of the contract. In the event that reasonable progress has not been made and all funds are not expended within the term period, the City shall notify the Sub-recipient of the expenditure and implementation deficiency. Sub-recipient will have a total of 60 days from the date of the City’s written notification to correct the deficiency. If the deficiency is not corrected within that time, Sub-recipient agrees that the City may reallocate the amount of the expenditure deficiency. Sub-recipient understands City may not reimburse project expenses that are outside the contract term. 6. Budget Adjustments. In order to insure effective administration and performance of approved CDBG Projects and to meet HUD performance standards, Sub-recipient agrees to submit budget adjustments for City approval. City will consult its Citizen Participation Plan prior to approving said amendment. Budget Adjustments received after June 1, 2025 will not be considered. ARTICLE III. ETHICS A. Financial Interests of Contractor 1. Disclosure Required. Sub-recipient is required make the disclosures detailed in Attachment “C” - Statement . Sub-recipient may also be designated as a “Consultant” for the purposes of the Political Reform Act (“PRA”) conflict of interest and disclosure provisions by the City, and shall report economic interests as required by the City to the City Clerk on the required Statement of Economic Interests (“SEI”) in such reporting categories as required by the City or the City Attorney, thereby becoming an “FPPC filer.” 2. No Participation in Decision. Regardless of whether Sub-recipient is designated as an FPPC Filer, Sub- recipient shall not make, or participate in making or in any way attempt to use Sub-recipient’s position to influence a governmental decision in which Sub-recipient knows or has reason to know Sub-recipient has a financial interest other than the compensation promised by this contract. 3. Search to Determine Economic Interests. Regardless of whether Sub-recipient is designated as an FPPC Filer, Sub-recipient warrants and represents that Sub-recipient has diligently conducted a search and inventory of Sub-recipient's economic interests, as the term is used in the regulations promulgated by the Fair Political Practices Commission, and has determined that Sub-recipient does not, to the best of Sub-recipient’s knowledge, have an economic interest which would conflict with Sub-recipient’s duties under this contract. 4. Promise Not to Acquire Conflicting Interests. Regardless of whether Sub-recipient is designated as an FPPC Filer, Sub-recipient further warrants and represents that Sub-recipient will not acquire, obtain, or assume an economic interest during the term of this contract which would constitute a conflict of interest as prohibited by the Fair Political Practices Act. 5. Duty to Advise of Conflicting Interests. Regardless of whether Sub-recipient is designated as an FPPC Page 283 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 13 of 22 Filer, Sub-recipient further warrants and represents that Sub-recipient will immediately advise the City Attorney of City if Sub-recipient learns of an economic interest of Sub-recipient’s that may result in a conflict of interest for the purpose of the Fair Political Practices Act, and regulations promulgated there under. 6. Specific Warranties Against Economic Interests. Sub-recipient warrants, represents and agrees: (a) That neither Sub-recipient, nor immediate family members, nor Sub-recipient’s employees or agents ("Sub-recipient Associates") presently have any interest, directly or indirectly, whatsoever in any property which may be the subject matter, or in any property within 2 radial miles from the exterior boundaries of any property which may be the subject matter ("Prohibited Interest"), other than as listed on the SEI, if one was required. (b) That no promise of future employment, remuneration, consideration, gratuity or other reward or gain has been made to Sub-recipient or Sub-recipient’s Associates in connection with Sub-recipient’s performance of this contract. Sub-recipient promises to advise City of any such promise that may be made during the term of this contract, or for twelve months thereafter. (c) That Sub-recipient Associates shall not acquire any such Prohibited Interest within the term of this contract, or for twelve months after the expiration of this contract, except with the written permission of City. (d) That Sub-recipient may not conduct or solicit any business for any party to this contract, or for any third party that may be in conflict with Sub-recipient’s responsibilities under this contract, except with the written permission of City. ARTICLE IV. INDEMNIFICATION A. Defense, Indemnity, and Hold Harmless. 1. General Requirement. The City, including its elected and appointed officers, agents, employees, and volunteers (collectively the “Indemnified Parties”) shall not be liable for, and Sub-recipient shall defend and indemnify the Indemnified Parties, against any and all injury to person, including death and dismemberment, or property (real or personal), claims, deductibles, self-insured retentions, demands, liability, judgments, awards, fines, mechanics’ liens or other liens, labor disputes, losses, damages, expenses, charges or costs of any kind or character, including attorneys’ fees and court costs (collectively, “Claims”), which arise out of or are in any way connected with the work covered by this contract arising either directly or indirectly from any act, error, omission or negligence of Sub-recipient or its officers, employees, agents, volunteers, contractors, licensees or servants, including without limitation, Claims caused by the concurrent act, error, omission or negligence, whether active or passive, of the Indemnified Parties. However, Sub-recipient shall have no obligation to defend or indemnify City from a Claim if it is determined by a court of competent jurisdiction that such Claim was caused by the sole negligence or willful misconduct of the Indemnified Parties. 2. Additional Requirement. Sub-recipient and its successors, assigns, and guarantors, if any, jointly and severally agree to indemnify, defend (with counsel selected by City), reimburse, and hold the Indemnified Parties harmless from any claims, judgments, damages, penalties, fines, costs, liabilities (including sums paid in settlement of claims), or loss, including attorneys’ fees, consultants’ fees, and experts’ fees which arise during or after the contract term for any losses incurred in connection with investigation of site conditions, or any cleanup, remedial, removal or restoration work required by any Page 284 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 14 of 22 hazardous materials laws because of the presence of hazardous materials, in the soil, ground water or soil vapors on the premises (hereinafter, “Premises”), and the release or discharge of hazardous materials by Sub-recipient during the course of any alteration or improvements of the Premises of Sub- recipient, unless hazardous materials are present solely as a result of the gross negligence or willful misconduct of the Indemnified Parties. The indemnification provided by this section shall also specifically cover costs incurred in responding to: (a) Hazardous materials present or suspected to be present in the soil, ground water to or under the Property before the Commencement date; (b) Hazardous materials that migrate, flow, percolate, diffuse, or in any way move on to or under the Property following the Commencement Date; or (c) Hazardous materials present on or under the Property as a result of any discharge, release, dumping, spilling (accidental or otherwise), onto the Property during or after the Term of this contract by any person, corporation, partnership or entity other than City. The foregoing environmental indemnities shall survive the expiration or termination of the contract, any or any transfer of all or any portion of the Premises, or of any interest in this contract, and shall be governed by the laws of the State of California. 3. Costs of Defense and Award. Included in the obligations to defend indemnify and hold harmless, above, is the Sub-recipient obligation to defend, at Sub-recipient’ s own cost, expense and risk, any and all aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against the Indemnified Parties. Sub-recipient shall pay and satisfy any judgment, award or decree that may be rendered against the Indemnified Parties, for any and all legal expense and cost incurred by each of them in connection therewith. 4. Insurance Proceeds. Sub-recipient obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Indemnified Parties. 5. Declarations. Sub-recipient’s obligations under Article IV shall not be limited by any prior or subsequent declaration by the Sub-recipient. 6. Enforcement Costs. Sub-recipient agrees to pay any and all costs City incurs enforcing the indemnity and defense provisions set forth in Section Article IV. 7. Survival. The foregoing indemnities shall survive the expiration or termination of the contract any or any transfer of all or any portion of the Premises, or of any interest in this contract and shall be governed by the laws of the State of California. ARTICLE V. TERMINATION OF CONTRACT A. Termination for Convenience. Either party may terminate this contract after thirty (30) days’ written notice of intent to terminate has been given to the other party. However, no notice of termination given by Sub - recipient shall be effective unless HUD has agreed to release City from its obligations pursuant to the Project. If the contract is terminated under this paragraph, all finished and unfinished documents and other materials described herein (including, but not limited to items discussed in Attachment “B”) shall, at the option of the City, become City's sole and exclusive property. If the contract is terminated by City under this paragraph, Sub-recipient shall be entitled to receive just and equitable compensation, in an amount based Page 285 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 15 of 22 on available funds under the CDBG Program or the Project, but not to exceed that payable under this contract, for any satisfactory work completed to the effective date of such termination. Sub-recipient hereby expressly waives any and all claims for damages or compensation arising under this contract except as set forth herein. B. Automatic Termination. This contract shall terminate at the discretion of the City if the United States Government terminates the CDBG Program or the Project. City shall provide written notice to Sub-recipient of the intent to terminate under such grounds. In that event, all finished and unfinished documents and other materials described herein (including but not limited to items discussed in Attachment “B”) shall, at the option of the City, become City's sole and exclusive property. If the contract is terminated by City as provided in this paragraph, Sub-recipient shall be entitled to receive just and equitable compensation, in an amount based on available funds under the CDBG Program or the Project, but not in an amount to exceed that payable under this contract, for any satisfactory work completed to the effective date of such termination. Sub-recipient hereby expressly waives any and all claims for damages or compensation arising under this Agreement except as set forth herein. C. Termination of Contract for Cause. Sub-recipient and City recognize that the City is the governmental entity which executed the grant agreement received pursuant to the City’s application and that City is responsible for the proper performance of the Project. If Sub-recipient fails to fulfill in a timely and proper manner its obligations under this contract to undertake, conduct or perform the Project identified in this contract, or if Sub-recipient violates any state laws or regulations or local ordinances or regulations applicable to implementation of the Project, or if Sub-recipient violates any provisions of this contract, City shall have the right to terminate this contract by giving at least five days written notice to Sub-recipient of the effective date of termination. Even if City terminates the contract, Sub-recipient shall remain liable to City for all damages sustained by City due to Contractor’s failure to fulfill any provisions of this contract, and City may withhold any reimbursement payments from Sub-recipient for the purpose of set-off until the exact amount of damages due to City from Sub-recipient is determined. Sub-recipient hereby expressly waives any and all claims for damages for compensation arising under this contract except as set forth in this section in the event of such termination. ARTICLE VI. RECORDS RETENTION AND ACCESS A. Records and Reports. The Sub-recipient shall maintain records and make such reports as required by the City of Chula Vista, to enable the City to analyze Sub-recipient’s project. All records of the Sub-recipient related to this contract or work performed under the contract shall be open and available for inspection by HUD and/or City monitors and auditors during normal business hours. B. Retention. The Sub-recipient shall retain all financial records, supporting documents, statistical records, and all other records pertinent to the contract for a period of five (5) years. The retention period begins on the date of the submission of the Grantee’s annual performance and evaluation report to HUD in which the activities assisted under the contract are reported on for the final time. Notwithstanding the above, if there is litigation, claims, audits, negotiations or other actions that involve any of the records cited and that have started before the expiration of the five-year period, then such records must be retained until completion of the actions and resolution of all issues, or the expiration of the five-year period, whichever occurs later. C. Data. The Sub-recipient shall maintain data demonstrating eligibility (low-moderate locations) for services provided. Such data shall include, but not be limited to exact location of the work performed, and a description of service provided. Such information shall be made available to City monitors or their designees for review upon request. Page 286 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 16 of 22 D. Disclosure. The Sub-recipient understands that client information collected under this contract is private and the use or disclosure of such information, when not directly connected with the administration of the City’s or Sub-recipient’s responsibilities with respect to services provided under this contract, is prohibited by federal privacy laws unless written consent is obtained from such person receiving service and, in the case of a minor, that of a responsible parent/guardian. E. Quarterly Reports/Consolidated Annual Performance Evaluation Report (CAPER). Contractor shall provide the City with a quarterly report, submitted no later than fifteen (15) days after the last day of the previous quarter, which includes a narrative of the services provided, progress towards meeting the timeline goals stated in the contract, and an itemized accounting of the expenditures of CDBG funds during the previous quarter, and number of unduplicated clients served. In addition, Contractor will submit an annual CAPER report. Failure to submit quarterly reports and CAPER report in a timely manner will result in withholding of CDBG funds until the report has been submitted. Evidence of match must be submitted with each quarterly and annual report (CAPER). a. Due Dates.  1st Quarter (July 1-September 30): Due October 15  2nd Quarter (October 1 - December 31): Due January 15  3rd Quarter (January1 - March 31): Due April 15  4th and Final (April 1 – June 30): Due July 15 ARTICLE VII. PROJECT COMPLETION, AUDIT, AND CLOSEOUT A. Project Completion. Within ninety (90) calendar days following Project completion or termination by City, Sub-recipient agrees to submit a final certification of Project expenses and audit reports, as applicable. B. Audit of Consultants. Sub-recipient agrees to perform financial and compliance audits the City may require. The Sub-recipient also agrees to obtain any other audits required by City. Sub-recipient agrees that Project closeout will not alter Sub-recipient’s audit responsibilities. C. Project Closeout. Project closeout occurs when City notifies the Sub-recipient that City has closed the Project, and either forwards the final payment or acknowledges that the Sub-recipient has remitted the proper refund. The Sub-recipient agrees that Project closeout by City does not invalidate any continuing requirements imposed by the contract or any unmet requirements set forth in a written notification from City. ARTICLE VIII. MISCELLANEOUS PROVISIONS A. Contract Administration. The City Manager or designee, shall administer this contract on behalf of the City. The Executive Director shall administer this contract on behalf of the Sub-recipient. Within a reasonable time after the City makes a request, Sub-recipient shall give the City progress reports or other documentation as required by the City’s Contract Administrator to audit Contractor’s performance of this contract. B. Term. The term of this contract shall start on the 1st day of July, 2024 and shall continue in effect until terminated as provided herein or until Sub-recipient has carried out all its obligations under the contract. Services of the Sub-recipient shall start on the issuance date of the Notice to Proceed from the City of Chula Vista and end on the 30th day of June 2025. The term of this Agreement shall not be extended. Any Page 287 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 17 of 22 remaining project funds not invoiced or expended during the deadlines included in this agreement will be recaptured. C. Actions on Behalf of the City. Except as City may specify in writing, Sub-recipient shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever, as an agent or otherwise. Sub- recipient shall have no authority, express or implied, to bind City or its members, agents, or employees, to any obligation whatsoever, unless expressly provided in this Agreement. D. No Obligations to Third Parties. In connection with the Project, Sub-recipient agrees and shall require that it’s agents, employees, subcontractors agree that the City shall not be responsible for any obligations or liabilities to any third party, including its agents, employees, subcontractors, or other person or entity that is not a party to this contract. Notwithstanding that the City may have concurred in or approved any solicitation, subcontract, or third party contract at any tier, neither City shall have any obligations or liabilities to such other party. E. Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this contract, against the City unless a claim has first been presented in writing and filed with the City and acted upon by the City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may from time to time be amended, the provisions of which are incorporated by this reference as if fully set forth herein, and such policies and procedures used by the City in the implementation of same. Upon request by City, Sub-recipient shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. F. Attorney’s Fees. Should a dispute arising out of this contract result in litigation, it is agreed that the prevailing party shall be entitled to a judgment against the other for an amount equal to reasonable attorney's fees and court costs incurred. The "prevailing party" shall be deemed to be the party who is awarded substantially the relief sought. G. Capacity of Parties. Each signatory and party hereto hereby warrants and represents to the other party that it has legal authority and capacity and direction from its principal to enter into this contract, and that all resolutions or other actions have been taken so as to enable it to enter into this contract. H. Governing Law/Venue. This contract shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this contract shall be brought only in the federal or state courts located in San Diego County, State of California, and if applicable, the City of Chula Vista, or as close thereto as possible. Venue, to the extent permitted by law, for this contract, and performance hereunder, shall be the City of Chula Vista. I. Audit Costs. Sub-recipient shall reimburse City for all costs incurred to investigate and audit Contractor’s performance of its duties under the Contract if Sub-recipient is subsequently found to have violated the terms of the contract. Reimbursement shall include all direct and indirect expenditures incurred to conduct the investigation or audit. City may deduct all such costs from any amount due Sub -recipient under this contract. J. Precedence. This contract constitutes the entire agreement of the parties and supersedes any previous oral or written understandings or contracts related to the matters covered herein. This contract may not be modified except by written amendment executed by each party. K. Acknowledgement of Funding. Sub-recipient shall identify the City of Chula Vista as the source of funding, or, if applicable, one of the sources of funding in public announcements that are made regarding the Project. Acknowledgement of the City’s funding roles, for example, should be included in publicity materials related Page 288 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 18 of 22 to the Project. In addition, Sub-recipient agrees that the City shall be apprised of any special events linked to the Project so that a review can be made on what role, if any, the City would assume. L. No Waiver. No failure, inaction, neglect or delay by City in exercising any of its rights under this Contract shall operate as a waiver, forfeiture or abandonment of such rights or any other rights under this Contract. M. Notice. Any notice or notices required or permitted to be given pursuant to this contract shall be personally served by the party giving notice or shall be served by certified mail. Notices shall be sufficient if personally served on or if sent by certified mail, postage prepaid, addressed to: Contractor: City: [Organization Name] [Org Address] [City],[State] [ZIP] City of Chula Vista Housing Division 276 Fourth Avenue Chula Vista, CA 91910 IN WITNESS WHEREOF, the Consultant and City have executed this contract as of the date first written above. CITY OF CHULA VISTA Maria V. Kachadoorian, City of Chula Vista City Manager APPROVED AS TO FORM Marco A. Verdugo City Attorney [Organization Name] DUNS ID: [DUNS Number] [Agency Signateur Name], [Agency Signateur Title] Page 289 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 19 of 22 ATTACHMENT “A” 2024 AREA MEDIAN INCOME LIMITS (San Diego-Carlsbad, CA MSA) $119,500 FAMILY SIZE 80% of AMI Low Income 60% of AMI Very Low Income 50% of AMI Very Low Income 30% of AMI Extremely Low Income 1 84,900 63,660 53,050 31,850 2 97,000 72,720 60,600 36,400 3 109,150 81,840 68,200 40,950 4 121,250 90,900 75,750 45,450 5 130,950 98,220 81,850 49,100 6 140,650 105,480 87,900 52,750 7 150,350 112,740 93,950 56,400 8 160,050 120,000 100,000 60,000 Source: County of San Diego (https://www.sandiegocounty.gov/content/sdc/sdhcd/rental-assistance/income-limits-ami.html) As a reference, a screenshot of the required HUD Integrated Disbursement Information System reporting screen is included below. The income data is broken down into distinct income categories including a non-low/moderate category. : 0-30% AMI : 30.1%-50% AMI : 50.1-80% AMI : 80.1%+ AMI Page 290 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 20 of 22 ATTACHMENT “B” 2024-2025 SCOPE OF WORK AND BUDGET SUBRECEIPIENT AGREEMENT BY AND BETWEEN THE CITY OF CHULA VISTA AND [ORGANIZATION NAME] CONTRACT NUMBER: [CONTRACT NUMBER] HUD PROJECT ID: [ID Number] A. ACTIVITIES 1. General: [Organization Name] hereinafter, “Subrecipient”) will be responsible for administering a Community Development Block Grant (CDBG) program (CFDA 14-218) entitled, [Project Name] in a manner satisfactory to the Grantee and consistent with any standards required as a condition of providing these funds consistent with regulations governing Public Services [(§570.201(e)] which applies specifically to services rendered to [Eligibile Persons] HUD Eligibility Matrix Code [Matrix Code]. 2. Program Delivery: The Subrecipient will carry out the following specific activities as part of the program: a. Ensure that marketing material acknowledges the City of Chula Vista and the Department of Housing and Urban Development’s support; b. Services to be provided are in compliance with the program Policies and Procedures Manual, attached hereto. c. Additionally, the the program will provide the following outcomes: Outcome 1 Outcome 2 Outcome 3 3. Income Benefit Goals: It is anticipated that approximately [Number to Serve] unduplicated [Eligible Persons] be served over the course of this 12 month Agreement. In addition to the required quarterly reports identified in Section 12 of this contract, the Subrecipient shall document all clients served to ensure that at least 51 percent of those served are at or below 80 percent of the Area Median Income as established by the U.S. Department of Housing and Urban Development (HUD). This information is to be collected and compiled at the end of the each City of Chula Vista fiscal year (June 30th) for five (5) years, and shall be submitted to the City of Chula Vista Housing Department upon receipt of a written request and at the time of any monitoring of project records. C. NATIONAL OBJECTIVES: All activities funded with CDBG funds must meet one of the CDBG program’s National Objectives: benefit low- and moderate-income persons; aid in the prevention or elimination of slums or blight; or meet community development needs having a particular urgency, as defined in 24 CFR 570.208. The Subrecipient certifies that the activity/activities carried out under this Agreement will meet the National Objective of Page 291 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 21 of 22 benefitting [Number to Serve] [Eligible Persons] D. PERFORMANCE MONITORING: The Grantee will monitor the performance of the Subrecipient against goals and performance standards as stated above. Substandard performance as determined by the Grantee will constitute noncompliance with this Agreement. If action to correct such substandard performance is not taken by the Subrecipient within a reasonable period of time after being notified by the Grantee, suspension or termination procedures will be initiated. E. ESTIMATED TIME SCHEDULE: SUBRECIPIENT will make all good faith and reasonable efforts to fulfill the project by June 30, 2025, or earlier. E. BUDGET: SUBRECIPIENT shall make all good faith and reasonable efforts to complete the work under this contract within the following estimated budget. In no case shall SUBRECIPIENT be entitled to, nor shall City reimburse SUBRECIPIENT, more than $[Funding Amount] to be budgeted as follows: Budget Line Item Amount Page 292 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 CDBG Agreement Page 22 of 22 CONSULTANT LEVINE ACT DISCLOSURE California Government Code section 84308, commonly referred to as the Levine Act, prohibits any City of Chula Vista Officer (“Officer”) from taking part in decisions related to a contract if the Officer received a political contribution totaling more than $250 within the previous twelve months, and for twelve months following the date a final decision concerning the contract has been made, from the person or company awarded the contract. The Levine Act also requires disclosure of such contribution by a party to be awarded a specific contract. The Levine Act does not apply to competitively bid, labor, or personal employment contracts. ☐A. The Levine Act (Govt. Code §84308) DOES NOT apply to this Agreement. ☐B. The Levine Act (Govt. Code §84308) does apply to this Agreement and the required disclosure is as follows: Current Officers can be located on the City of Chula Vista’s websites below:  Mayor & Council - https://www.chulavistaca.gov/departments/mayor-council  City Attorney - https://www.chulavistaca.gov/departments/city-attorney/about-us  Planning Commissioners – www.chulavistaca.gov/pc  Candidate for Elected Office – www.chulavistaca.gov/elections 1. Have you or your company, or any agent on behalf of you or your company, made political contributions totaling more than $250 to any Officer in the 12 months preceding the date you submitted your proposal, the date you completed this form, or the anticipated date of any Council action related to this Agreement? YES: ☐ If yes, which Officer(s): Click or tap here to enter text. NO: ☐ 2. Do you or your company, or any agent on behalf of you or your company, anticipate or plan to make political contributions totaling more than $250 to any Officer in the 12 months following the finalization of this Agreement or any Council action related to this Agreement? YES: ☐ If yes, which Officer(s): Click or tap here to enter text. NO: ☐ Answering yes to either question above may not preclude the City of Chula Vista from entering into or taking any subsequent action related to the Agreement. However, it may preclude the identified Officer(s) from participating in any actions related to the Agreement. Page 293 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 1 of 18 CONTRACT FOR MANAGEMENT AND IMPLEMENTATION OF AN EMERGENCY SOLUTIONS GRANT PROJECT [Project Name] 2024-2025 This Contract numbered [Agreement Number] is entered into by and between [Organization Name] (“Contractor”) and the City of Chula Vista (“City”) on July 1, 2024. RECITALS WHEREAS, there has been enacted the Emergency Shelter Grants (“ESG”) Program contained in subtitle B of Title IV of the Stewart B. McKinney Homeless Assistance Act (the “Act”, 42 U.S.C. 11361, et seq.). The ESG Program authorizes the Secretary, U.S. Department of Housing and Urban Development (“HUD”), to make grants to States, units of general local government, territories, and Indian Tribes for the rehabilitation or conversion of buildings for use as emergency shelter for the homeless; for payment of certain operating expenses and essential services in connection with emergency shelters for the homeless; and for homeless prevention activities; WHEREAS, on May 20, 2009, the President signed into law ”An Act to Prevent Mortgage Foreclosures and Enhance Mortgages Credit Availability” which became Public Law . 111-22. This new law implements a variety of new measures directed toward keeping individuals and families from losing their homes. Division B of this new law is the Homeless Emergency Assistance and Rapid Transition to the Housing Act 2009 (HEARTH Act), which consolidates and amends the three separate homeless assistance programs carried out under Title IV of the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11371 et seq); WHEREAS, the HEARTH Act amendments to the McKinney-Vento Act contains provisions requiring coordination, collaboration, and consultation between Continuums of Care and ESG State and local government recipients; WHEREAS, the HEARTH Act renames the former Emergency Shelter Grant program to the Emergency Solutions Grants program to broaden existing emergency shelter and homelessness prevention activities to add rapid refocusing activities; WHEREAS, the Catalog of Federal Assistance for the Emergency Solutions Grants program is 14.231; WHEREAS, the HEARTH Act also codifies in law and enhances the Continuum of Care planning process, the coordinated response to addressing the needs of homelessness established administratively by HUD in 1995; WHEREAS, City of Chula Vista (“City”) is authorized to apply for and accept ESG funds and assist in the undertaking of ESG activities; WHEREAS, City incorporated the Contractor’s proposal for the project described in Attachment “A” hereof (the “Project”) into the City’s Community Development Block Grant/HOME Investment Partnership/Emergency Solutions Grant Annual Funding Plan (“AFP”) which was submitted to HUD; Page 294 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 2 of 18 WHEREAS, the City Council of the City of Chula Vista approved the Project on May 4, 2024 and HUD has approved the City’s AFP for the ESG funds; and WHEREAS, Contractor warrants and represents that it is experienced and staffed in a manner such that it is and can 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 and the Emergency Solutions Grants Program. NOW, THEREFORE, BE IT RESOLVED that the City and Contractor do hereby mutually agree as follows: All of the Recitals above are hereby incorporated into this Agreement. ARTICLE I. CONTRACTOR OBLIGATIONS A. General. 1. Work to be Performed. Contractor shall implement the Project described in Attachment “A” hereof (the “Scope of Work”) fully in accordance with the term of the AFP approved by the City and submitted to HUD in its application for funds to carry out the Project and the certifications which were submitted concurrently with the AFP (“Certifications”). The AFP and Certifications form is hereby incorporated by reference into this contract fully as if set forth herein. Contractor shall also undertake the same obligations to the City that the City has undertaken to HUD pursuant to said AFP and Certifications. Contractor’s obligations include, but are not limited to, compliance with the current and most up-to-date version of each of the following: (a) The ESG Program contained in subtitle B of Title IV of the Stewart B. McKinney Homeless Assistance Act (42 U.S.C. 11361, et seq.) as amended; (b) The Homeless Emergency Assistance and Rapid Transition to Housing Act of 2009 (HEARTH Act); (c) HUD regulations relating to ESG Program (24 CFR Part 576), as amended; (d) HUD regulations relating to environmental review procedures for the ESG Program (24 CFR 576.57, subd. (e)); (e) Title VI of the Civil Rights Act of 1964 (42 USC § 2000d); Title VII of the Civil Rights Act of 1968 (Public Law 88-352); Title VIII of the Civil Rights Act of 1968 (Fair Housing Act, 42 USC § 3601, et seq.); § 109 of the Housing and Community Development Act of 1974; Executive Orders 11246 (equal employment opportunity) and 11063 (non-discrimination), as amended by Executive Order 12259; and any HUD regulations heretofore issued or to be issued to implement these authorities relating to civil rights; (f) Section 3 of the Housing and Community Development Act of 1974, which includes: (1) The work to be performed under this contract is subject to the requirements of section 3 of the Housing and Urban Development Act of 1968, as amended (12 U.S.C. 1701u). The purpose of section 3 is to ensure that employment and other economic opportunities generated by HUD assistance or HUD-assisted projects covered by section 3, shall, to the greatest extent Page 295 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 3 of 18 feasible, be directed to low- and very low-income persons, particularly persons who are recipients of HUD assistance for housing. (2) The parties to this contract agree to comply with HUD’s regulations in 24 CFR Part 135, which implement section 3. As evidenced by their execution of this contract, the parties to this contract certify that they are under no contractual or other impediment that would prevent them from complying with the Part 135 regulations. (3) The contractor agrees to send to each labor organization or representative of workers with which the contractor has a collective bargaining contract or other understanding, if any, a notice advising the labor organization or workers’ representative of the contractor’s commitments under this section 3 clause, and will post copies of the notice in conspicuous places at the work site where both employees and applicants for training and employment positions can see the notice. The notice shall describe the section 3 preference, shall set forth minimum number and job titles subject to hire, availability of apprenticeship and training positions, the qualifications for each; and the name and location of the person(s) taking applications for each of the positions; and the anticipated date the work shall begin. (4) Contractor shall include the section 3 clause in every subcontract subject to compliance with regulations in 24 CFR Part 135, and shall take appropriate action, as provided in an applicable provision of the subcontract or in this section 3 clause, upon a finding that the subcontractor is in violation of the regulations in 24 CFR Part 135. Contractor will not subcontract with any subcontractor where the contractor has notice or knowledge that the subcontractor has been found in violation of the regulations in 24 CFR Part 135. (5) Contractor will certify that any vacant employment positions, including training positions, that are filled (1) after the contractor is selected but before the contract is executed, and (2) with persons other than those to whom the regulations of 24 CFR Part 135 require employment opportunities to be directed, were not filled to circumvent Contractor’s obligations under 24 CFR part 135. (6) Noncompliance with HUD’s regulations in 24 CFR Part 135 may result in sanctions, termination of this contract for default, and debarment or suspension from future HUD assisted contracts. (7) With respect to work performed in connection with section 3 covered Indian housing assistance, section 7(b) of the Indian Self-Determination and Education Assistance Act (25 U.S.C. 450e) also applies to the work to be performed under this contract. Section 7(b) requires that to the greatest extent feasible (i) preference and opportunities for training and employment shall be given to Indians, and (ii) preference in the award of contracts and subcontracts shall be given to Indian organizations and Indian-owned Economic Enterprises. Parties to this contract that are subject to the provisions of section 3 and section 7(b) agree to comply with section 3 to the maximum extent feasible, but not in derogation of compliance with section 7(b); (g) The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, 42 USC § 4601, and implementing regulations at 49 CFR Part 24; Page 296 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 4 of 18 (h) Office of Management and Budget Circular A-122 entitled “Cost Principles for Non-Profit Organizations”; Office of Management and Budget Circular A-133 entitled “Audits of States, Local Governments, and Non-Profit Organizations” and with Office of Management and Budget Circular A- 110 entitled “Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher Education, Hospitals, and Other Non-Profit Organizations”; (i) 24 CFR 576.51, which requires each grantee to match the funding provided by HUD as set forth in 42 U.S.C. 11375; (j) 24 CFR 576.53 concerning use of community facilities as an emergency shelter; (k) The following laws and regulations relating to preservation of historic places: National Historic Preservation Act of 1966 (Public Law 89-665); the Archeological and Historical Preservation Act of 1974 (Public Law 93-291); and Executive Order 11593; (l) The Labor Standards Regulations set forth in 24 CFR 570.603; (m) The Architectural Barriers Act of 1968 (42 U.S.C. § 4151, et seq.); (n) The Hatch Act relating to the conduct of political activities (Chapter 15 of Title 5, U.S.C.); (o) The Flood Disaster Protection Act of 1974 (42 USC § 4106 and the implementing regulations in 44 CFR parts 59 through 79; (p) The Rehabilitation Act of 1973 (Public Law 93-112) as amended, including Section 504 which relates to nondiscrimination in federal programs and HUD regulations set forth in 24 CFR Part 8; (q) The Clean Air Act (42 U.S.C. § 7401, et seq.) and the Federal Water Pollution Control Act, as amended (33 U.S.C. § 1251, et seq.) and the regulations adopted pursuant thereto (40 CFR, Part 6); (r) The Drug-Free Workplace Act of 1988 (Public Law 100-690); (s) No member, officer or employee of the Contractor, or its designee or agents, no member of the governing body of the locality in which the program is situated, and no other public official of such locality or localities who exercises any functions or responsibilities with respect to the program during his/her tenure or for one year thereafter, shall have any interest, direct, or indirect, in any contract or subcontract, or the process thereof, for work to be performed in connection with the program assisted under the Grant, and that it shall incorporate, or cause to be incorporated, in all such contracts or subcontracts a provision prohibiting such interest pursuant to the purposes of this certification; (t) Contractor certifies, that in accordance with Section 319 of Public Law 101-121, to the best of his or her knowledge and belief that: (1) No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, in connection with the awarding of any federal contract, the making of any federal grant, the making of any Page 297 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 5 of 18 federal loan, the entering into of any cooperative contract, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative contract. (2) If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, or an employee of a member of Congress in connection with this federal contract, grant, loan, or cooperative contract, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions; (u) The American’s with Disabilities Act (42 U.S.C. sec. 4151. et. seq.); (v) Contractor shall comply with and make good faith and reasonable efforts to carry out the purposes of Executive Order 12166 relating to “Improving Access to Services by Persons with Limited English Proficiency (“LEP”); (w) Contractor shall comply with and make good faith and reasonable efforts to carry out the purposes of Executive Orders 12432 and 11625 related to participation in federal programs by Minority Business Enterprises (“MBE”) and Executive Order 12138 related to participation in federal programs by Women’s Business Enterprises (“WBE”); (x) Contractor shall hold City of Chula Vista, its elected or appointed officers, officials, employees, agents, and volunteers (collectively the “Indemnified Parties”) harmless and indemnify the Indemnified Parties against any harm that it may suffer with respect to HUD on account of any failure on the part of the Contractor to comply with the requirements of any such obligation; (y) Contractor shall comply with Federal Funding Accountability and Transparency Act (FFAT) requirements established by the Office of Management and Budget (OMB) concerning the Dun and Bradstreet Data Universal Numbering System (DUNS), the Central Contractor Registration (CCR) database, and the Federal Funding Accountability and Transparency Act, including Appendix A to Part 25 of the Financial Assistance Use of Universal Identifier and Central Contractor Registration, 75 Fed. Reg.55671 (Sept. 14, 2010)(to be codified at 2 CFR part 25) and Appendix A to Part 170 of the Requirements for Federal Funding Accountability and Transparency Act Implementation, 75 Fed. Reg. 55663 (Sept. 14, 2010)(to be codified at 2 CFR part 170), including any subsequent amendments; and (z) “Cost principles” as follows, but not limited to: 2 CFR part 200, subpart E, entitled “Cost Principles for Non-Profit Organizations”; 2 CFR part 230 entitled “Cost Principles for Non-Profit Organizations” (Circular A–122); and 2 CFR Part 225 entitled “Cost Principles for State, Local, and Indian Tribal Governments” (OMB Circular A–87); (aa) Monthly, or more often, Subrecipient must, without condition, pay the salaries of architects, draftsmen, technical engineers and technicians performing work under this Contract. Such payments shall be made without deduction or rebate, excepting only such payroll deductions as are mandatory by law or permitted by applicable regulations issued by the Secretary of Labor pursuant to the "Anti- Kickback Act" of June 13, 1937 (18 U.S.C., Section 874). Subrecipient shall comply with all applicable "Anti-Kickback" regulations and shall insert appropriate provisions in all subcontracts covering work under this Contract to insure compliance by subcontractors with such regulations. Subrecipient shall be responsible for the submission of affidavits required of subcontractors under this Contract, except for such variations or exemptions as the Secretary of Labor may specifically allow. Page 298 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 6 of 18 (bb) Subrecipient must comply with the provisions of the Contract Work Hours and Safety Standards Act (40 U.S.C.§§ 3201-3708) and must cooperate with Agency in implementing and enforcing the provisions of such Act. Among other requirements of the act, Subrecipient must pay not less than one and one-half times the basic rate of pay for the work of Subrecipient's employee in excess of eight hours in one day or forty hours in one week in the performance of this Contract. Subrecipient must insert appropriate provisions in all subcontracts covering work under this Contract to insure compliance with such Act. Subrecipient must meet and cooperate with Agency's Labor Compliance officer to assure compliance with such Act. (cc) If, in the performance of this Contract, there is any underpayment of salaries by Subrecipient or by any subcontractor, Agency must withhold from Subrecipient out of payments due to him any amount sufficient to pay employees underpaid the difference between the salaries required under this Contract to be paid and the salaries actually paid such employees for the total number of hours worked. The amounts withheld shall be disbursed by Agency for and on account of Subrecipient or subcontractor to the respective employees to whom they are due. (dd) Claims and disputes pertaining to salary rates or to classification of architects, draftsmen, technical engineers and technicians performing work under this Contract must be promptly reported in writing by Subrecipient to Agency for the latter's decision which shall be final with respect thereto. (ee) No person employed on the work covered by this Contract shall be discharged or in any way discriminated against because he has filed any complaint or instituted or caused to be instituted any proceeding or has testified or is about to testify in any proceeding under or relating to the labor standards applicable to his employer under this Contract (ff) The Subrecipient, shall, in the acquisition or improvement of real and personal property with funds provided under this Contract, be subject to all applicable provisions of the Federal Requirements. 1) Any real property under Subrecipient’s control which was acquired or improved in whole or in part with CDBG funds in excess of $25,000 must be either used to meet one of the national objectives in 24 CFR §570.208 for five years after the expiration or termination of this Contract, or disposed of in a manner that results in the Agency being reimbursed in the amount of the current fair market value of the property less any portion of the value attributable to expenditures of non-CDBG funds for acquisition of, or improvement to, the property. 2) General property and procurement guidelines are contained in 24 CFR Part 570 and 2 CFR Part 200.. In all cases in which personal property is sold, the proceeds shall be transferred to Agency for the CDBG program or shall be Program Income, and, personal property not needed by the Subrecipient shall be transferred to Agency for the CDBG program or shall be retained by Subrecipient after compensating the Agency. 3) Real property shall be acquired in accordance with Title III, Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (at 24 CFR Part 42). (gg) Travel costs may include expenses for transportation, lodging and subsistence and are only allowable for employees who are in travel status on official business and approved as part of this contract or Page 299 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 7 of 18 with prior written approval and are specifically related to this contract. Costs must be considered reasonable and do not exceed charges allowed by contractor’s Out of Town Travel Policy. See 2 CFR §200.474 for additional information on travel costs and www.shra.org for the Out of Town Travel Policy. The costs of entertainment, including amusement, diversion, and social activities and any associated costs are unallowable, except where specific costs that might otherwise be considered entertainment have a programmatic purpose and are authorized either in the approved budget for the Federal award or with prior written approval. All entertainment costs must comply with 2 CFR §200.438. In addition, the costs of alcoholic beverages are not allowed under §200.423 B. Compliance with Laws. Contractor shall comply with all applicable federal, state, and local laws, regulations, and ordinances when doing the work required by this Contract. Contractor shall require sub- contractors to similarly comply with all applicable federal, state, and local laws, regulations, and ordinances when doing the work required by this Contract. C. Insurance. Contractor agrees to comply with the insurance requirements as set forth below: 1. General. Contractor must procure and maintain, during the period of performance of this contract, and for twelve (12) months after completion, policies of insurance from insurance companies to protect against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work under the contract and the results of that work by the Contractor, its agents, representatives, employees, volunteers, or subcontractors and provide documentation of same prior to commencement of work. 2. Minimum Scope of Insurance. Coverage must be at least as broad as: (a) CGL. Insurance Services Office Commercial General Liability coverage (occurrence Form CG0001). (b) Auto. Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). (c) WC. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. (d) E&O. Professional Liability or Errors & Omissions Liability insurance appropriate to the Consultant’s profession. Architects’ and Engineers’ coverage is to be endorsed to include contractual liability. 3. Minimum Limits of Insurance. Contractor must maintain limits no less than those included in the table below: Page 300 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 8 of 18 i. General Liability: (Including operations, products and completed operations, as applicable) $1,000,000 per occurrence for bodily injury, personal injury, (including death), and property damage. If Commercial General Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this project/location or the general aggregate limit must be twice the required occurrence limit. ii. Automobile Liability: $1,000,000 per accident for bodily injury, including death, and property damage. iii. Workers’ Compensation Employer’s Liability: Statutory $1,000,000 each accident $1,000,000 disease-policy limit $1,000,000 disease-each employee iv. Professional Liability or Errors & Omissions Liability: $1,000,000 each occurrence 4. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. At the option of the City, either the insurer will reduce or eliminate such deductibles or self-insured retentions as they pertain to the Indemnified Parties; or the Contractor will provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses. 5. Other Insurance Provisions. The general liability, automobile liability, and where appropriate, the worker’s compensation policies are to contain, or be endorsed to contain, the following provisions: (a) Additional Insureds. The Indemnified Parties are to be named as additional insureds with respect all policies of insurance, including those with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the Contractor, where applicable, and, with respect to liability arising out of work or operations performed by or on behalf of the Contractor, including providing materials, parts or equipment furnished in connection with such work or operations. The general liability additional insured coverage must be provided in the form of an endorsement to the Contractor’s insurance using ISO CG 2010 (11/85) or its equivalent. Specifically, the endorsement must not exclude Products/Completed Operations coverage. (b) Primary Insurance. The Contractor’s General Liability insurance coverage must be primary insurance as it pertains to the Indemnified Parties. Any insurance or self-insurance maintained by the Indemnified Parties is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance. (c) Cancellation. The insurance policies required must be endorsed to state that coverage will not be canceled by either party, except after thirty (30) days’ prior written notice to the City by certified mail, return receipt requested. 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” shall be deleted from all certificates. Page 301 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 9 of 18 (d) Active Negligence. Coverage shall not extend to any indemnity coverage for the active negligence of the additional insureds in any case where an agreement to indemnify the additional insured would be invalid under Subdivision (b) of Section 2782 of the Civil Code. (e) Waiver of Subrogation. Contractor insurer will provide a Waiver of Subrogation in favor of the City for each required policy providing coverage for the term required by this contract. 6. Claims Forms. If General Liability, Pollution and/or Asbestos Pollution Liability and/o r Errors & Omissions coverage are written on a claims-made form: (a) Retro Date. The “Retro Date” must be shown, and must be before the date of the contract or the beginning of the contract work. (b) Maintenance and Evidence. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract work. (c) Cancellation. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a “Retro Date” prior to the contract effective date, the Contractor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work. (d) Copies. A copy of the claims reporting requirements must be submitted to the City for review. 7. Acceptability of Insurers. Insurance is to be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best’s rating of no less than A V. 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. Exception may be made for the State Compensation Fund when not specifically rated. 8. Verification of Coverage. Contractor shall furnish the City with original certificates and amendatory endorsements affecting coverage required by Article I, section C. The endorsements should be on insurance industry forms, provided those endorsements or policies conform to the contract requirements. All certificates and endorsements are to be received and approved by the City before work commences. 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. 9. Subcontractors. Contractor must include all subcontractors as insureds under its policies or furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors is subject to all of the requirements included in these specifications. 10. Not a Limitation of Other Obligations. Insurance provisions under this Article shall not be construed to limit the Consultant’s obligations under this contract, including Indemnity. ARTICLE II. CITY OBLIGATIONS A. Compensation. 1. Amounts. City shall reimburse Contractor for the costs it incurs for work performed under this contract not to exceed a maximum reimbursement of $15,000. Contractor shall not submit claims to the City nor Page 302 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 10 of 18 shall City reimburse Contractor for costs for which Contractor is reimbursed from a source other than the funds allocated for work under this contract. 2. Limitation. With regard to compensation stated in Article II, section A.1, above, Contractor may be reimbursed only to the extent and in the amounts that funds have been made available pursuant to applications for Federal assistance. No City funds in excess of those provided by the Federal government under such applications may be the source of reimbursement under this Contract. 3. Compensation Schedule. City shall pay Contractor quarterly progress payments upon certification and submittal by Contractor of a statement of actual expenditures incurred, provided, however, that not more than 90% of the total agreed compensation will be paid during the performance of this contract. The balance due shall be paid upon certification by Contractor that all of the required services have been completed. Payment by City is not to be construed as final in the event HUD disallows reimbursement for the project or any portion thereof. The 10% retention will not apply to acquisition or service contracts. a. Claim Due Dates. Contractor shall submit quarterly claims to the City by the deadlines listed below in order to meet HUD’s strict expenditure standards: Q1. July 1 - September 30: Due October 15 Q2. October 1 – December 31: Due January 15 Q3. January 1 - March 31: Due April 15 Q4. April 30- June 30: Due July 15 Failure to submit claims by these deadlines may result in recapturing of the grant funds. Any extension requests must be approved by all parties. 4. Expenditure Standard. In order to insure effective administration and performance of approved ESG Projects and to meet HUD performance standards, Contractor agrees that it shall expedite implementation of the Project described herein expending all contracted funds within the term of the contract. In the event that reasonable progress has not been made and all funds are not expended within the term period, the City shall notify the Contractor of the expenditure and implementation deficiency. Contractor will have a total of 60 days from the date of the City’s written notification to correct the deficiency. If the deficiency is not corrected within that time, Contractor agrees that the City may reallocate the amount of the expenditure deficiency. ARTICLE III. ETHICS A. Financial Interests of Contractor 1. Disclosure Required. Contractor is required make the disclosures detailed in Attachment “C”. Contractor may also be designated as a “Consultant” for the purposes of the Political Reform Act (“PRA”) conflict of interest and disclosure provisions by the City, and shall report economic interests as required by the City to the City Clerk on the required Statement of Economic Interests (“SEI”) in such reporting categories as required by the City or the City Attorney, thereby becoming a ”FPPC filer.” 2. No Participation in Decision. Regardless of whether Contractor is designated as an FPPC Filer, Page 303 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 11 of 18 Contractor shall not make, or participate in making or in any way attempt to use Consultant's position to influence a governmental decision in which Contractor knows or has reason to know Contractor has a financial interest other than the compensation promised by this contract. 3. Search to Determine Economic Interests. Regardless of whether Contractor is designated as an FPPC Filer, Contractor warrants and represents that Contractor has diligently conducted a search and inventory of Contractor’s economic interests, as the term is used in the regulations promulgated by the Fair Political Practices Commission, and has determined that Contractor does not, to the best of Contractor’s knowledge, have an economic interest which would conflict with Contractor’s duties under this contract. 4. Promise Not to Acquire Conflicting Interests. Regardless of whether Contractor is designated as an FPPC Filer, Contractor further warrants and represents that Contractor will not acquire, obtain, or assume an economic interest during the term of this contract which would constitute a conflict of interest as prohibited by the Fair Political Practices Act. 5. Duty to Advise of Conflicting Interests. Regardless of whether Contractor is designated as an FPPC Filer, Contractor further warrants and represents that Contractor will immediately advise the City Attorney of City if Contractor learns of an economic interest of Contractor’s that may result in a conflict of interest for the purpose of the Fair Political Practices Act, and regulations promulgated thereunder. 6. Specific Warranties Against Economic Interests. Contractor warrants, represents and agrees: (a) That neither Contractor, nor Contractor’s immediate family members, nor Contractor’s employees or agents ("Contractor Associates") presently have any interest, directly or indirectly, whatsoever in any property which may be the subject matter of Attachment A, or in any property within 2 radial miles from the exterior boundaries of any property which may be the subject matter of the Attachment A, ("Prohibited Interest"), other than as listed on the SEI, if one was required. (b) That no promise of future employment, remuneration, consideration, gratuity or other reward or gain has been made to Contractor or Contractor Associates in connection with Contractor’s performance of this contract. Contractor promises to advise City of any such promise that may be made during the term of this contract and for twelve months thereafter. (c) That Contractor Associates shall not acquire any such Prohibited Interest within the term of this contract, or for twelve months after the expiration of this contract, except with the written permission of City. (d) That Contractor may not conduct or solicit any business for any party to this contract, or for any third party that may be in conflict with Contractor’s responsibilities under this contract, except with the written permission of City. (e) That Contractor will otherwise comply with the conflict of interest requirements applicable to subrecipients and contractors under the ESG Program, which are set forth at 24 C.F.R. section 576.404. Page 304 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 12 of 18 ARTICLE IV. INDEMNIFICATION A. Defense, Indemnity, and Hold Harmless. 1. General Requirement. The City, its elected and appointed officers, agents, attorneys, employees and volunteers (collectively, “Indemnified Parties”) shall not be liable for, and Contractor shall defend and indemnify the Indemnified Parties, against any and all injury to person, including death and dismemberment, or property (real or personal), claims, deductibles, self-insured retentions, demands, liability, judgments, awards, fines, mechanics’ liens or other liens, labor disputes, losses, damages, expenses, charges or costs of any kind or character, including attorneys’ fees and court costs (collectively, “Claims”), which arise out of or are in any way connected with the work covered by this Contract arising either directly or indirectly from any act, error, omission or negligence of Contractor or its officers, employees, agents, contractors, volunteers, licensees or servants, including without limitation, Claims caused by the concurrent act, error, omission or negligence, whether active or passive, of the Indemnified Parties. However, Contractor shall have no obligation to defend or indemnify City from a Claim if it is determined by a court of competent jurisdiction that such Claim was caused by the sole negligence or willful misconduct of the Indemnified Parties. 2. Additional Requirement. Contractor and its successors, assigns, and guarantors, if any, jointly and severally agree to indemnify, defend (with counsel selected by City), reimburse, and hold the Indemnified Parties harmless from any claims, judgments, damages, penalties, fines, costs, liabilities (including sums paid in settlement of claims), or loss, including attorneys’ fees, consultants’ fees, and experts’ fees which arise during or after the contract term for any losses incurred in connection with investigation of site conditions, or any cleanup, remedial, removal or restoration work required by any hazardous materials laws because of the presence of hazardous materials, in the soil, ground water or soil vapors on the premises (hereinafter, “Premises”), and the release or discharge of hazardous materials by Contractor during the course of any alteration or improvements of the Premises of Contractor, unless hazardous materials are present solely as a result of the gross negligence or willful misconduct of the Indemnified Parties. The indemnification provided by this section shall also specifically cover costs incurred in responding to: (a) Hazardous materials present or suspected to be present in the soil, ground water to or under the Property before the Commencement date; (b) Hazardous materials that migrate, flow, percolate, diffuse, or in any way move on to or under the Property following the Commencement Date; or (c) Hazardous materials present on or under the Property as a result of any discharge, release, dumping, spilling (accidental or otherwise), onto the Property during or after the Term of this contract by any person, corporation, partnership or entity other than City. The foregoing environmental indemnities shall survive the expiration or termination of the contract, any or any transfer of all or any portion of the Premises, or of any interest in this contract, and shall be governed by the laws of the State of California. 3. Costs of Defense and Award. Included in the obligations to defend indemnify and hold harmless, above, is the Contractor obligation to defend, at Contractor’ s own cost, expense and risk, any and all aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted Page 305 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 13 of 18 against the Indemnified Parties. Contractor shall pay and satisfy any judgment, award or decree that may be rendered against the Indemnified Parties for any and all legal expense and cost incurred by each of them in connection therewith. 4. Insurance Proceeds. Contractor’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Indemnified Parties. 5. Declarations. Contractor’s obligations under Article IV shall not be limited by any prior or subsequent declaration by the Contractor. 6. Enforcement Costs. Contractor agrees to pay any and all costs City incurs enforcing the indemnity and defense provisions set forth in Article IV. 7. Survival. The foregoing indemnities shall survive the expiration or termination of the contract any or any transfer of all or any portion of the Premises, or of any interest in this contract and shall be governed by the laws of the State of California. ARTICLE V. TERMINATION OF CONTRACT A. Termination for Convenience. Either party may terminate this contract after thirty days written notice of intent to terminate has been given to the other party. However, no notice of termination given by Contractor shall be effective unless HUD has agreed to release City from its obligations pursuant to the Project. If the contract is terminated under this paragraph, all finished and unfinished documents and other materials described herein (including, but not limited to items discussed in Attachment “A”) shall, at the option of the City, become City's sole and exclusive property. If the contract is terminated by City under this paragraph, Contractor shall be entitled to receive just and equitable compensation, in an amount based on available funds under the ESG Program or the Project, but not to exceed that payable under this contract, for any satisfactory work completed to the effective date of such termination. Contractor hereby expressly waives any and all claims for damages or compensation arising under this contract except as set forth herein. B. Automatic Termination. This contract shall terminate at the discretion of the City if the United States Government terminates the ESG Program or the Project. City shall provide written notice to Contractor of the intent to terminate under such grounds. In that event, all finished and unfinished documents and other materials described herein (including but not limited to items discussed in Attachment “A”) shall, at the option of the City, become City's sole and exclusive property. If the contract is terminated by City as provided in this paragraph, Contractor shall be entitled to receive just and equitable compensation, in an amount based on available funds under the ESG Program or the Project, but not in an amount to exceed that payable under this contract, for any satisfactory work completed to the effective date of such termination. Contractor hereby expressly waives any and all claims for damages or compensation arising under this Agreement except as set forth herein. . C. Termination of Contract for Cause. Contractor and City recognize that the City is the governmental entity which executed the grant agreement received pursuant to the City’s application and that City is responsible for the proper performance of the Project. If Contractor fails to fulfill in a timely and proper manner its obligations under this contract to undertake, conduct or perform the Project identified in this contract, or if Contractor violates any state laws or regulations or local ordinances or regulations applicable to implementation of the Project, or if Contractor violates any provisions of this contract, City shall have the Page 306 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 14 of 18 right to terminate this contract by giving at least five days written notice to Contractor of the effective date of termination. Even if City terminates the contract, Contractor shall remain liable to City for all damages sustained by City due to Contractor’s failure to fulfill any provisions of this contract, and City may withhold any reimbursement payments from Contractor for the purpose of set-off until the exact amount of damages due to City from Contractor is determined. Contractor hereby expressly waives any and all claims for damages for compensation arising under this contract except as set forth in this section in the event of such termination. ARTICLE VI. RECORDS RETENTION AND ACCESS A. Records and Reports. The Contractor shall maintain records and make such reports as required by the City Manager to enable the City to analyze and audit Contractor’s project. Contractor shall maintain records of all information that the ESG Program requires, in accordance with 24 C.F.R. section 576.500. All records of the Contractor related to this Contract or work performed under this Contract shall be open and available for inspection by HUD and/or City auditors during normal business hours. Records shall be maintained for a period of at least five (5) years after the end of the grant term. This provision also a pplies to subcontractors and Contractor will require subcontractors to comply with this provision. Contractor acknowledges that records created and maintained pursuant to this Agreement may be subject to public disclosure under the California Public Records Act. B. Disclosure. The Contractor understands that client information collected under this contract is private and the use or disclosure of such information, when not directly connected with the administration of the City’s or Contractor’s responsibilities with respect to services provided under this contract, is prohibited by federal privacy laws unless written consent is obtained from such person receiving service and, in the case of a minor, that of a responsible parent/guardian. This subsection does not limit Contractor’s obligation to make records available for inspection by HUD. C. Quarterly Reports/Consolidated Annual Performance Evaluation Report (CAPER). Contractor shall provide the City with a quarterly report, submitted no later than fifteen (15) days after the last day of the previous quarter, which includes a narrative of the services provided, progress towards meeting the timeline goals stated in the contract, and an itemized accounting of the expenditures of ESG funds during the previous quarter, and number of unduplicated clients served. In addition, Contractor will submit an annual CAPER report. Failure to submit quarterly reports and CAPER report in a timely manner will result in withholding of ESG funds until the report has been submitted. Evidence of match must be submitted with each quarterly and annual report (CAPER). D. Due Dates. Q1. July 1 - September 30: Due October 15 Q2. October 1 – December 31: Due January 15 Q3. January 1 - March 31:Due April 15 Q4. April 3 - June 30: Due July 15 ARTICLE VII. PROJECT COMPLETION, AUDIT, AND CLOSEOUT Page 307 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 15 of 18 A. Project Completion. Within ninety (90) calendar days following Project completion or termination by City, Contractor agrees to submit a final certification of Project expenses and audit reports, as applicable. B. Audit of Consultants. Contractor agrees to perform financial and compliance audits the City may require. The Contractor also agrees to obtain any other audits required by City. Contractor agrees that Project closeout will not alter Contractor’s audit responsibilities. C. Project Closeout. Project closeout occurs when City notifies the Contractor that City has closed the Project, and either forwards the final payment or acknowledges that the Contractor has remitted the proper refund. The Contractor agrees that Project closeout by City does not invalidate any continuing requirements imposed by the Agreement or any unmet requirements set forth in a written notification from City ARTICLE VIII. MISCELLANEOUS PROVISIONS A. Contract Administration. The City Manager or designee shall administer this contract on behalf of the City. [Authorized to Sign on Behalf of Agency Title] shall administer this contract on behalf of the Contractor. Within a reasonable time after the City makes a request, Contractor shall give the City progress reports or other documentation as required by the City’s Contract Administrator to audit Contractor’s performance of this contract. B. Term. This contract shall commence when executed by the parties and shall continue in effect until terminated as provided herein or until Contractor has carried out all its obligations under the contract. Services of the Contractor shall start on the 1st day of July, 2024 and end on the 30th day of June 2025. With City approval, the term of this contract and the provisions herein shall be extended to cover any additional time period during which the Contractor remains in control of ESG funds. C. Actions on Behalf of the City. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever, as an agent or otherwise. Contractor shall have no authority, express or implied, to bind City or its members, agents, or employees, to any obligation whatsoever, unless expressly provided in this Agreement. D. No Obligations to Third Parties. In connection with the Project, Contractor agrees and shall require that it’s agents, employees, subcontractors agree that the City shall not be responsible for any obligations or liabilities to any third party, including its agents, employees, subcontractors, or other person or entity that is not a party to this Agreement. Notwithstanding that the City may have concurred in or approved any solicitation, subcontract, or third party contract at any tier, neither City shall have any obligations or liabilities to such other party. E. Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this contract, against the City unless a claim has first been presented in writing and filed with the City and acted upon by the City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may from time to time be amended, the provisions of which are incorporated by this reference as if fully set forth herein, and such policies and procedures used by the City in the implementation of same. Upon request by City, Contractor shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Agreement. Page 308 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 16 of 18 F. Attorney’s Fees. Should a dispute arising out of this contract result in litigation, it is agreed that the prevailing party shall be entitled to a judgment against the other for an amount equal to reasonable attorney's fees and court costs incurred. The "prevailing party" shall be deemed to be the party who is awarded substantially the relief sought. G. Capacity of Parties. Each signatory and party hereto hereby warrants and represents to the other party that it has legal authority and capacity and direction from its principal to enter into this contract, and that all resolutions or other actions have been taken so as to enable it to enter into this contract. H. Governing Law/Venue. This contract shall be governed by and construed in accordance with the laws of the State of California. Any action arising under or relating to this contract shall be brought only in the federal or state courts located in San Diego County, State of California, and if applicable, the City of Chula Vista, or as close thereto as possible. Venue, to the extent permitted by law, for this contract, and performance hereunder, shall be the City of Chula Vista. I. Audit Costs. Contractor shall reimburse City for all costs incurred to investigate and audit Contractor’s performance of its duties under the Contract if Contractor is subsequently found to have violated the terms of the contract. Reimbursement shall include all direct and indirect expenditures incurred to conduct the investigation or audit. City may deduct all such costs from any amount due Contractor under this contract. J. Precedence. This contract constitutes the entire agreement of the parties and supersedes any previous oral or written understandings or contracts related to the matters covered herein. This contract may not be modified except by written amendment executed by each party. K. Notice. Any notice or notices required or permitted to be given pursuant to this contract shall be personally served by the party giving notice or shall be served by certified mail. Notices shall be sufficient if personally served on or if sent by certified mail, postage prepaid, addressed to: Contractor: City: [Organization Name] [Org Address] [City],[State] [ZIP] City of Chula Vista Housing Manager 276 Fourth Avenue Chula Vista, CA 91910 IN WITNESS WHEREOF, the Consultant and City have executed this contract as of the date first written above. Page 309 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 17 of 18 IN WITNESS WHEREOF, the Consultant and City have executed this contract as of the date first written above. CITY OF CHULA VISTA Maria V. Kachadoorian, City of Chula Vista City Manager APPROVED AS TO FORM Marco A. Verdugo City Attorney [Organization Name] Employer Federal ID: {ID Number] DUNS ID: {DUNS Number] [Authorized to Sign on Behalf of Agency Title] [Person authorized to Sign on Behalf of Organization] Page 310 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-2025 ESG Contract Page 18 of 18 CONSULTANT LEVINE ACT DISCLOSURE California Government Code section 84308, commonly referred to as the Levine Act, prohibits any City of Chula Vista Officer (“Officer”) from taking part in decisions related to a contract if the Officer received a political contribution totaling more than $250 within the previous twelve months, and for twelve months following the date a final decision concerning the contract has been made, from the person or company awarded the contract. The Levine Act also requires disclosure of such contribution by a party to be awarded a specific contract. The Levine Act does not apply to competitively bid, labor, or personal employment contracts. ☐A. The Levine Act (Govt. Code §84308) DOES NOT apply to this Agreement. ☐B. The Levine Act (Govt. Code §84308) does apply to this Agreement and the required disclosure is as follows: Current Officers can be located on the City of Chula Vista’s websites below:  Mayor & Council - https://www.chulavistaca.gov/departments/mayor-council  City Attorney - https://www.chulavistaca.gov/departments/city-attorney/about-us  Planning Commissioners – www.chulavistaca.gov/pc  Candidate for Elected Office – www.chulavistaca.gov/elections 1. Have you or your company, or any agent on behalf of you or your company, made political contributions totaling more than $250 to any Officer in the 12 months preceding the date you submitted your proposal, the date you completed this form, or the anticipated date of any Council action related to this Agreement? YES: ☐ If yes, which Officer(s): Click or tap here to enter text. NO: ☐ 2. Do you or your company, or any agent on behalf of you or your company, anticipate or plan to make political contributions totaling more than $250 to any Officer in the 12 months following the finalization of this Agreement or any Council action related to this Agreement? YES: ☐ If yes, which Officer(s): Click or tap here to enter text. NO: ☐ Answering yes to either question above may not preclude the City of Chula Vista from entering into or taking any subsequent action related to the Agreement. However, it may preclude the identified Officer(s) from participating in any actions related to the Agreement. Page 311 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME Investment Partnerships Program City of Chula Vista Tenant Based Rental Assistance Program Contract by and between the City of Chula Vista and SBCS Corporation This Contract by and between the City of Chula Vista (hereinafter referred to as “City”), and SBCS Corporation(hereinafter referred to as “Subrecipient”) to administer a Tenant Based Rental Assistance Program funded with HOME Investment Partnerships Program funds, is effective on July 1, 2024 (“Effective Date”). W I T N E S S E T H: WHEREAS, there has been enacted into law the HOME Act, Title II of the Cranston‐ Gonzalez National Affordable Housing Act, creating the HOME Investment Partnerships Program that provides funds to expand the supply of affordable housing for very low‐income and low‐ income persons; and WHEREAS, the City, is authorized to apply for and accept HOME Investment Partnerships funds; and WHEREAS, the City incorporated a Tenant Based Rental Assistance program described in Attachment A hereof (hereinafter referred to as the “Project”) into the City’s Community Development Block Grant/HOME Investment Partnerships/Emergency Shelter Grant Annual Funding Plan which was submitted to the U.S. Department of Housing and Urban Development (HUD); and WHEREAS, HUD has approved the City Annual Funding Plan for HOME Investment Partnerships funds, and WHEREAS, the City Council via Resolution Number XXXX-XX approved funding for a Tenant Based Rental Assistance Program described in Attachment A here of (hereinafter referred to as the “Project”) on May 21, 2024; and Page 312 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 2 of 13 WHEREAS, it is the desire of the Subrecipient and the City that the Project be implemented by the Subrecipient, and WHEREAS, the City and Subrecipient agree that Subrecipient shall undertake the same obligations to the City with respect to the Project in the City’s aforesaid Annual Funding Plan for participation in the HOME Investment Partnerships Program; and NOW THEREFORE, IT IS AGREED AS FOLLOWS: I. TENANT BASED RENTAL ASSISTANCE PROGRAM: The Subrecipient shall implement the scope of work (“Scope of Work”) described in Attachment A, hereof fully and in accordance with the terms of the Annual Funding Plan approved by the City and submitted to HUD in application for funds to carry out the Project and the Certifications which were submitted concurrently with the Annual Funding Plan. The Annual Funding Plan and Certifications form is hereby incorporated by reference into this contract fully as if set forth herein. II. WORK TO BE PERFORMED: Subrecipient shall also undertake the same obligations to the City that the City has undertaken to HUD pursuant to said Annual Funding Plan and Certifications. The obligations undertaken by the Subrecipient include, but are not limited to, the obligation to comply with the current and most up‐to‐date version of each of the following: A. Title II of the Cranston‐Gonzalez National Affordable Housing Act, as amended, 42 U.S.C. § 12704; B. Regulations of the Department of Housing and Urban Development relating to HOME Investment Partnerships program (24 CFR 92.1, et seq.); C. Regulations of the Department of Housing and Urban Development relating to environmental review procedures for the HOME Investment Partnerships program (24 CFR 92.352); D. Title VI of the Civil Rights Act of 1964 (42 USC § 2000d); Title VII of the Civil Rights Act of 1968 (Public Law 88‐352); Title VIII of the Civil Rights Act of 1968 (Fair Housing Act, 42 USC § 3601, et seq.); Section 109 of the Housing and Community Development Act of 1974; Executive Order 11246 (equal employment opportunity); Executive Order 11063 (non‐discrimination), as amended by Executive Order 12259; and any HUD regulations heretofore issued or to be issued to implement these authorities relating to civil rights; Page 313 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 3 of 13 E. All section 3 covered contracts shall include the following clause (referred to as the “section 3 clause”): i. The work to be performed under this contract is subject to the requirements of section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u (section 3). The purpose of section 3 is to ensure that employment and other economic opportunities generated by HUD assistance or HUD‐assisted projects covered by section 3, shall, to the greatest extent feasible, be directed to low‐ and very low‐ income persons, particularly persons who are recipients of HUD assistance for housing. ii. The parties to this contract agree to comply with HUD's regulations in 24 CFR 135.1, et seq., which implement section 3. As evidenced by their execution of this contract, the parties to this contract certify that they are under no contractual or other impediment that would prevent them from complying with the Part 135 regulations. iii. The Subrecipient agrees to send to each labor organization or representative of workers with which the Subrecipient has a collective bargaining agreement or other understanding, if any, a notice advising the labor organization or workers' representative of the Subrecipient's commitments under this section 3 clause, and will post cop ies of the notice in conspicuous places at the work site where both employees and applicants for training and employment positions can see the notice. The notice shall describe the section 3 preference, shall set forth minimum number and job titles subject to hire, availability of apprenticeship and training positions, the qualifications for each; and the name and location of the person(s) taking applications for each of the positions; and the anticipated date the work shall begin. iv. The Subrecipient agrees to include this section 3 clause in every subcontract subject to compliance with Part 135 regulations, and agrees to take appropriate action, as provided in an applicable provision of the subcontract or in this section 3 clause, upon a finding that the Subrecipient is in violation of Part 135 regulations. The Subrecipient will not subcontract with any Subrecipient where the Subrecipient has notice or knowledge that the Subrecipient has been found in violation of the regulations in 24 CFR 135.1, et seq.. v. The Subrecipient will certify that any vacant employment positions, including training positions, that are filled (1) after the Subrecipient is selected but before the contract is executed, and (2) with persons other than those to whom the Part 135 regulations require employment Page 314 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 4 of 13 opportunities to be directed, were not filled to circumvent the Subrecipient's obligations under 24 CFR Part 135. vi. Noncompliance with Part 135 regulations may result in sanctions, termination of this contract for default, and debarment or suspension from future HUD assisted contracts. vii. With respect to work performed in connection with section 3 covered Indian housing assistance, section 7(b) of the Indian Self‐Determination and Education Assistance Act (25 U.S.C. 450e) also applies to the work to be performed under this contract. Section 7(b) requires that to the greatest extent feasible (i) preference and opportunities for training and employment shall be given to Indians, and (ii) preference in the award of contracts and subcontracts shall be given to Indian organizations and Indian‐owned Economic Enterprises. Parties to this contract that are subject to the provisions of section 3 and section 7(b) agree to comply with section 3 to the maximum extent feasible, but not in derogation of compliance with section 7(b). F. The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, 42 USC § 4601, et seq., and regulations adopted to implement that Act in th 49 CFR Part 24; G. Cost principles have been established for non‐profits through 2 CFR part 200, subpart E, entitled “Cost Principles for Non‐Profit Organizations”; 2 CFR part 230 entitled “Cost Principles for Non‐Profit Organizations” (Circular A–122); and 2 CFR Part 225 entitled “Cost Principles for State, Local, and Indian Tribal Governments” (OMB Circular A–87); This part establishes principles for determining costs of grants, contracts and other agreements with non‐profit organizations. The principles are designed to provide that the Federal Government bear its fair share of costs except where restricted or prohibited by law. The principles do not attempt to prescribe the extent of cost sharing or matching on grants, contracts, or other agreements. However, such cost sharing or matching shall not be accomplished through arbitrary limitations on individual cost elements by Federal agencies; H. 24 CFR 92.503 concerning program income, repayments, and recaptured funds” of the HOME Regulations. Any program income earned by Subrecipient in carrying out the activities of this contract shall be returned to the City. Upon expiration of this agreement, Subrecipient shall transfer to the City any HOME funds on hand at the time of expiration and any accounts receivable attributable to the use of HOME funds; Page 315 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 5 of 13 I. 24 CFR 92.252 or 92.254, as applicable, concerning affordability provisions of the HUD regulations relating to the HOME Investment Partnerships Program. Repayment of any funds to the City is required if the housing does not meet the affordability requirements for the specified time period; J. The following laws and regulations relating to preservation of historic places: the National Historic Preservation Act of 1966 (Public Law 89‐665); the Archaeological and Historical Preservation Act of 1974 (Public Law 93‐ 291); and Executive Order 11593; K. The Labor Standards Regulations set forth in 24 CFR 92.354; L. Subrecipient is aware of the requirements of California Labor Code Section 1720, et seq., and 1770 et seq., as well as California Code of Regulations, Title 8, Section 1600 et seq. (“State Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the funds are used as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Subrecipient agrees to fully comply with such State Prevailing Wage Laws. This requirement includes but is not limited to all requirements related to registration with the Department of Industrial Relations to perform public works, and ensuring that all contractors and subcontractors are registered to perform public works. Additionally, pursuant to Labor Code section 1781, if Civil Code sections 9550 et seq. require delivery of a payment bond, Subrecipient shall ensure that all required payment bonds are obtained. This section does not prohibit Subrecipient from determining that an applicable exception under the Prevailing Wage Laws applies; M. The Hatch Act relating to the conduct of political activities (5 U.S.C. §§ 1502, et. seq.); N. The Flood Disaster Protection Act of 1974 (42 U.S.C. § 4106 and the implementing regulations in 44 CFR Parts 59‐79); O. The Rehabilitation Act of 1973 (Public Law 92‐112) as amended, including Section 504 which relates to nondiscrimination in federal programs and HUD Regulations set forth in 24 CFR Part 8; P. The Clean Air Act (42 U.S.C. § 7401, et seq.) and the Federal Water Pollution Control Act, as amended (33 U.S.C. § 1251, et seq.) and the regulations adopted pursuant thereto (40 CFR 6.100, et seq,); Page 316 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 6 of 13 Q. The Drug‐Free Workplace Act of 1988 (Public Law 100‐690); R. The Lead‐Based paint Poisoning Prevention Act, the Residential Lead‐Base Paint Hazard Reduction Act of 1992, and implementing regulations at 24 CFR 35.80, et seq.; S. No member, officer or employee of the Subrecipient, or its designee or agents, no member of the governing body of the locality in which the program is situated, and no other public official of such locality or localities who exercises any functions or responsibilities with respect to the program during his/her tenure or for one year thereafter, shall have any interest, direct, or indirect, in any contract or subcontract, or the process thereof, for work to be performed in connection with the program assisted under the Grant, and that it shall incorporate, or cause to be incorporated, in all such contracts or subcontracts a provision prohibiting such interest pursuant to the purposes of this certification; T. The Subrecipient certifies, that in accordance with Section 319 of Public Law 101‐121, to the best of his or her knowledge and belief that: i. No federal appropriated funds have been paid or will be paid, by oron behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, an officer or employee of Congress, in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative contract, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative contract. ii. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a member of Congress, or an employee of a member of Congress in connection with this federal contract, grant, loan, or cooperative contract, the undersigned shall complete and submit Standard Form‐LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions. U. The Subrecipient will adopt an affirmative marketing plan in accordance with 24 CFR 92.351 if the housing being funded contains five or more units. V. The Architectural Barriers Act of 1968 (42 U.S.C. §§ 4151, et seq.); III. COMPLIANCE WITH LAWS: Subrecipient shall comply with all applicable local, state, and federal laws, regulations, and ordinances when performing when performing the work required by this Contract. Page 317 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 7 of 13 IV. COMPENSATION: City shall reimburse Subrecipient for the management and implementation of a rental assistance and security deposit assistance costs it incurs under this Contract, not to exceed a maximum reimbursement of $405,425.00. Subrecipient shall not submit claims to the City nor shall City reimburse Subrecipient for costs for which Subrecipient is reimbursed from a source other than the funds allocated for work under this Contract. V. COMPENSATION SCHEDULE: City shall pay Subrecipient monthly progress payments upon certification and submittal by Subrecipient of a statement of actual expenditures incurred, provided, however, that not more than 90% of the total agreed compensation will be paid during the performance of this Contract. The balance due shall be paid upon certification by Subrecipient that all of the required services have been completed. Payment by City is not to be construed as final in the event HUD disallows reimbursement for the project or any portion thereof. The 10% retention will not apply to acquisition or service contracts. VI. EXPENDITURE STANDARD: In order to insure effective administration and performance of approved HOME Investment Partnerships Grant Projects and to meet HUD performance standards, Subrecipient agrees that it shall expedite implementation of the project described herein. VII. TERM: This contract shall commence when executed by the parties and shall continue in effect until terminated as provided herein or until Subrecipient has carried out all its obligations under the contract. Services of the Subrecipient shall start on the 1st day of July, 2024 and end on the 30th day of June of 2025. With City approval, the term of this Agreement and the provisions herein shall be extended to cover any additional time period needed to expend the project HOME funds. A. City shall have the option to extend this contract for ___(X) additional one year term(s) by giving written notice to Subrecipient prior to the expiration of the current term. Each subsequent term shall commence on the 1st day of July and end on the 30th day of June of the respective year. For each option term, the maximum reimbursement set forth in Section IV of this contract shall adjust in accordance with the Consumer Price Index for all items for the San Diego Area as published by the United States Bureau of Labor Statistics, except that the adjustment shall not be less than 0% nor more than 3%. VIII. TERMINATION FOR CONVENIENCE: The City may permit the agreement to be terminated for convenience in accordance with 2 CFR Appendix II to Part 200. IX. AUTOMATIC TERMINATION: This Contract shall terminate at the discretion of the City if the United States Government terminates the HOME Investment Partnerships Grant Program or terminates the Project, which is the subject of this Contract, upon Subrecipient's satisfactory completion of the objectives set forth in the Scope of Work as determined by City, or that the City, in its sole and unfettered discretion, determines that United States Government funding of the Project that is the subject of this Contract is insufficient to continue the Project. X. TERMINATION OF CONTRACT FOR CAUSE: Page 318 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 8 of 13 In accordance with 2CFR Part 200.339, if Subrecipient fails to fulfill in a timely and proper manner its obligations under this contract to undertake, conduct or perform the Project identified in this Contract, or if Subrecipient violates any state laws or regulations or local ordinances or regulations applicable to implementation of the Project, or if Subrecipient violates any provisions of this contract, City shall have the right to terminate this contract by giving at least ten (10) days’ written notice to Subrecipient of the effective date of termination. Even if City terminates the Agreement, Subrecipient shall remain liable to City for all damages sustained by City due to Subrecipient’s failure to fulfill any provisions of thi s Contract, and City may withhold any reimbursement payments from Subrecipient for the purpose of set‐off until the exact amount of damages due to City from Subrecipient is determined. Subrecipient hereby expressly waives any and all claims for damages for compensation arising under this contract except as set forth in this section in the event of such termination. XI. CONTRACT ADMINISTRATION: The Housing Division of the City of Chula Vista, shall administer this Contract on behalf of the City. The President & CEO of SBCSor her designee shall administer this contract on behalf of the Subrecipient. Within a reasonable time after the City makes a request, Subrecipient shall give the City progress reports or other documentation as required by the City’s Administrator to audit Subrecipient’s performance of this Contract. XII. RECORDS AND REPORTS: The Subrecipient shall maintain records and make such reports as required by the City’s Administrator, to enable the City to analyze Subrecipient’s project. All records of the Subrecipient related to this Contract or work performed under this Contract shall be open and available for inspection by HUD and/or City auditors during normal business hours. XIII. RETENTION: The Subrecipient shall retain all financial records, supporting documents, statistical records, and all other records pertinent to the Agreement for a period of five (5) years after the final draw and all reporting, and until the submission of Grantee’s annual performance and evaluation report to HUD in which the activities assisted under the Agreement are reported on for the final time. Notwithstanding the above, if there is litigation, claims, audits, negotiations or other actions that involve any of the records cited and that have started before the expiration of the five‐year period, then such records must be retained until completion of the actions and resolution of all issues, or the expiration of the five‐year period, whichever occurs later. XIV. DATA: The Subrecipient shall maintain data demonstrating eligibility (low‐moderate income data) for Tenant Based Rental Assistance applicants and participants. Such data shall include, but not be amount of assistance, eligibility, waiting list, work performed, and a description of service provided. Such information shall be made available to City monitors or their designees for review upon request. XV. DISCLOSURE: The Subrecipient understands that client information collected under this contract is private and the use or disclosure of such information, when not directly connected with the administration of the City’s or Subrecipient’s responsibilities with respect to services provided under this contract, is prohibited by the state of Federal law privacy laws unless written consent is obtained from such person receiving service and, in the case of a minor, that of a responsible parent/guardian. Subrecipient shall have applicant signed a City release of information (Attachment H). Page 319 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 9 of 13 XVI. QUARTERLY REPORTS/ANNUAL REPORT Subrecipient shall provide the City with a quarterly report, submitted no later than fifteen (15) days after the last day of the previous quarter, which includes a narrative of the services provided, progress towards meeting the timeline goals stated in the contract, and an itemized accounting of the expenditures of HOME funds during the previous quarter. Failure to submit quarterly reports in a timely manner will result in withholding of HOME funds until the report has been submitted.  Quarterly Performance Report due dates are: July 16, 2025  Annual Performance Report (CAPER) due date is: July 16, 2025 XVII. INDEMNIFICATION: City shall not be liable for, and Subrecipient shall defend and indemnify City and its officers, agents, employees and volunteers against any and all claims, deductibles, self‐insured retentions, demands, liability, judgments, awards, fines, mechanics’ liens or other liens, labor disputes, losses, damages, expenses, charges or costs of any kind or character, including attorneys’ fees and court costs (collectively, Claims), which arise out of or are in any way connected with the work covered by this Contract arising either directly or indirectly from any act, error, omission or negligence of Subrecipient or its officers, employees, agents, Subrecipients, licensees or servants, including without limitation, Claims caused by the concurrent act, error, omission or negligence, whether active or passive, of City, and/or its agents, officers, employees or volunteers. However, Subrecipient shall have no obligation to defend or indemnify City from a Claim if it is determined by a court of competent jurisdiction that such Claim was caused by the sole negligence or willful misconduct of City or its agents or employees. Subrecipient and its successors, assigns, and guarantors, if any, jointly and severally agree to indemnify, defend (with counsel selected by City) reimburse and hold City and its officers, employees and agents harmless from any claims, judgments, damages, penalties, fines, costs, liabilities (including sums paid in settlement of claims) or loss, including attorneys’ fees, consultants’ fees, and experts’ fees which arise during or after the contract term for any losses incurred in connection with investigation of site conditions, or any cleanup, remedial, removal or restoration work required by any hazardous materials laws because of the presence of hazardous materials, in the soil, ground water or soil vapors on the premises, and the release or discharge of hazardous materials by Subrecipient during the course of any alteration or improvements of the Premises by Subrecipient, unless hazardous materials are present solely as a result of the gross negligence or willful misconduct of City, its officers, employees or agents. The indemnification provided by this section shall also specifically cover costs incurred in responding to: a. Hazardous materials present or suspected to be present in the soil, ground water to or under the Property before the Commencement date; b. Hazardous materials that migrate, flow, percolate, diffuse, or in any way move on to or under the Property following the Commencement Date; or c. Hazardous materials present on or under the Property as a result of any discharge, release, dumping, spilling (accidental or otherwise), onto the Property during or after the Term of this contract by any person, corporation, partnership or entity other than Page 320 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 10 of 13 City. The foregoing indemnities shall survive the expiration or termination of the contract any or any transfer of all or any portion of the Premises, or of any interest in this contract and shall be governed by the laws of the State of California. XVIII. AUDIT COSTS: Subrecipient shall reimburse City for all costs incurred to investigate and audit Subrecipient’s performance of its duties under the Contract if Subrecipient is subsequently found to have violated the terms of the Contract. Reimbursement shall include all direct and indirect expenditures incurred to conduct the investigation or audit. City may deduct all such costs from any amount due Subrecipient under this Contract. XIX ENTIRE CONTRACT: This contract constitutes the entire agreement of the parties and supersedes any previous oral or written understandings or contracts related to the matters covered herein. XX MODIFICATION: This contract may not be modified except by written amendment executed by each party. XXI ACKNOWLEDGEMENT OF FUNDING: Subrecipient shall identify the City of Chula Vista as the source of funding, or, if applicable, one of the sources of funding in public announcements that are made regarding the project. Acknowledgement of the City’s funding role, for example, should be included in publicity materials related to the project. In addition, Subrecipient agrees that the City shall be apprised of any special events linked to the project so that a review can be made on what role, if any, the City would assume. XXII NO WAIVER: No failure, inaction, neglect or delay by City in exercising any of its rights under this Contract shall operate as a waiver, forfeiture or abandonment of such rights or any other rights under this Contract. XXIII CONFLICT OF INTEREST: In the procurement of supplies, equipment, construction, and services by Subrecipients and subSubrecipients, the conflict of interest provisions, 2 CFR Part 200, shall apply. In all cases not governed by the provisions of said Super Circular and regulation, 24 CFR 92.356 (b) shall apply. A. No member of the governing body, officers or employee of the Subrecipient, or its designees or agents, or any other person who exercises any functions or responsibilities with respect to the program assisted by this Agreement during his tenure or for one year thereafter, shall have any direct interest in any contract or subcontract, or the proceeds thereof, for the work to be performed in connection with the program. B. No employee, officer or agent of the Subrecipient shall participate in the selection, award, or administration of a contract supported by HOME if a conflict‐of‐interest, either real or apparent, would be involved. C. The Subrecipient shall incorporate, or cause to be incorporated in all third party agreements, a provision prohibiting such interest pursuant to the purpose of this Page 321 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 11 of 13 Section. D. Subrecipient must maintain written standards of conduct governing the award and administration of contracts. At a minimum, these standards must:  Require that no employee, officer, or agent may participate in the selection, award, or administration of a contract supported by Federal funds if a real or apparent conflict would be involved. Such a conflict would arise when any of the following parties has a financial or other interest in the firm selected for an award:  The employee, officer, or agent of the Subrecipient;  Any member of an employee’s office’s or agent’s immediate family;  An employee’s, agent’s, or officer’s partner; or  Any organization which employs or is about to employ any of the above.  Require that employees, agents, and officers of the Subrecipient neither solicit nor accept gratuities, favors, or anything of value from subSubrecipients, or parties of subagreements. However, Subrecipients may set standards for situations in which the financial interest is not substantial or the gift is an unsolicited item of nominal value.  Provide for disciplinary actions to be applied for any violations of such standards by employees, agents or officers of the Subrecipient. XXIV. EQUAL OPPORTUNITY: The Subrecipient agrees to comply with all the requirements relating to fair employment practices, to the extent applicable and shall cause the foregoing provision to be inserted in all contracts with third parties for any work covered by this Agreement so that such provisions will be binding upon such third parties. Subrecipient will conduct and administer the grant in conformity with 24 CFR 92.350. XXV. LOBBYING: The undersigned certifies, to the best of his or her knowledge and belief that: 1. No appropriated federal funds have been paid, or will be paid, by or on behalf of the undersigned to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreemen t, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attem pting to influence an officer or employee of any agency, a Member of Congress in connection with this Federal Contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Disclosure Form to Report Lobbying (Standard Form‐LLL), in accordance with its instructions. Page 322 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 12 of 13 3. The undersigned shall require that the language of this certification be included in the award documents for all sub‐awards at all tiers (including subcontracts, sub‐grants, and contracts under grants, loans, and cooperative agreements) and that all sub‐recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each failure. XXVI WAIVER OF ENFORCEMENT: No waiver by the City of the right to enforce any provision of this Agreement shall be deemed a waiver of the right to enforce each and all the provisions hereof. XXVII REVISIONS AND AMENDMENTS AND APPROVALS A. Any changes to this Agreement shall constitute an amendment. B. The Subrecipient shall not expand, enhance, commingle or add to the scope of the program, covered by the Agreement. C. Amendments of the terms of this Agreement shall not become effective unless reduced to writing, numbered, agreed to and signed by the City and the duly authorized representative of the Subrecipient. XXVIII NOTICE: Any notice of notices required or permitted to be given pursuant to this Contract shall be personally served by the party giving notice or shall be served by certified mail, postage prepaid, addressed to: SUBRECIPIENT: CITY: SBCS City of Chula Vista‐Housing Division Attn: President and CEO Attn: Housing Director 430 F Street Chula Vista, CA 91910 276 Fourth Avenue Bldg A Chula Vista, CA 91910 [Signature Page to Follow] Page 323 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME TBRA Agreement Page 13 of 13 79 SIGNATURE PAGE IN WITNESS WHEREOF, the Subrecipient and City have executed this contract as of the date first written above. CITY OF CHULA VISTA Maria Kachadoorian City Manager APPROVED AS TO FORM Jill D.S. Maland Lounsbery Ferguson Altona & Peak Acting City Attorney SUBRECIPIENT SBCS Employer Federal ID: 95‐ 2693142 DUNS ID: 1134077 Kathryn Lembo, President & CEO Page 324 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Attachments to Agreement Attachment A – Scope of Work Attachment B – Insurance Requirements Attachment C – HUD Income Limits Attachment D – Disclosure Form Attachment E‐ CPD Notice Guidance on Tenant‐Based Rental Assistance under the HOME Program Attachment F‐ Sample Monthly Payment Authorization form Attachment G‐ HOME Set up Form Attachment H‐ City Release of Information Attachment I‐ HUD Waivers (approved) Page 325 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 1 Scope of Work ATTACHMENT A SCOPE OF WORK 1) The Subrecipient agrees to work with the City to locate and assist up to 9 low income households earning less than 60% of the Area Median income who live in the City of Chula Vista. Project shall be implemented in accordance with the provisions contained in the Federal Act, the most recent HOME Program regulations (24 CFR Part 92) and this Agreement. Subrecipient responsibilities include but are not limited to: a) Providing approximately 9 HOME Tenant Based Rental Assistance (TBRA) for short term or medium‐term assistance, in accordance with Title 24, Code of Federal Regulations Section 92.209, and SBCSTenant Based Rental Assistance Program Administrative Plan (TBRA‐AP). This assistance can include security deposit assistance (up to 1 month’s rent) and utility assistance in accordance with the TBRA‐AP. The TBRA‐AP shall be consistent with the Chula Vista City Council item #XX- XXXX that was approved by City Council on May 21, 2024. b) Subrecipient can also use the HUD approved waivers included in Attachment I to implement the Program through June 30, 2025, unless extended by HUD. c) Counsel prospective tenants regarding landlord/tenant responsibilities, methods of locating suitable units and equal housing opportunity laws; d) Maintain a waiting list and administer the HOME TBRA program as stated in CPD Notice 96‐07 Guidance of Tenant‐Based Rental Assistance under the HOME Program (Attachment E), Building HOME Chapter 7, HOME Final Rule, and 24 CFR part 92; 2) General Program Rules Part I: a) Calculate and determine eligibility using the United Stated Department of Housing and Urban Development’s Technical Guide for Determining Income and Allowances for the HOME Program; b) Provide financial literacy, and other self‐sufficiency services to families receiving TBRA assistance; and c) Conduct Annual Eligibility Recertifications. Annual Inspections will also be required. d) For each fiscal year, 100 percent of Eligible Households assisted through HOME TBRA must be at or below 60 percent of area median income, adjusted for family size. e) Eligibility is determined by comparing the household’s anticipated gross annual income for the next twelve months to the income limits for the appropriate household size. (The Page 326 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 2 Scope of Work definition of annual income is defined in Section 8 of the United States Housing Act of 1937.) Verification of income should be completed in accordance with the rule of the Section 8 Housing Choice Voucher Program. f) Written certification of income eligibility must be obtained prior to occupancy. If applicants or household members that are being assisted have given false information and do not meet their family obligations, the Subrecipient must notify the City and rental assistance must be terminated. g) Eligible Households who receive assistance under this Agreement must be currently on a waiting list for a Section 8 Housing Choice Voucher Program and must be transitioned from the HOME TBRA program to the Section 8 program if a Housing Choice Voucher becomes available to them. h) Eligible Households who receive assistance under this Agreement must be currently on a waiting list for Public Housing and Affordable Housing. i) Eligible Households must participate in family self-sufficiency services and develop a housing plan. j) No TBRA application shall be accepted by the Subrecipient after expiration of this contract unless otherwise extended in writing by the City, but in no event will the contract be extended beyond an additional one year. k) The Subrecipient is responsible for obtaining the following documentation for each Eligible Household applying to receive TBRA: i) Tenant Income, asset, and criminal history certification. If applicant discloses violent or drug related criminal history, furt her research may be needed to determine eligibility). ii) Signed HOME Coupon (voucher) iii) Request for Tenancy Approval (original) iv) Conduct a Rent Reasonableness certification; and v) Signed Lease and Lease Addendum (copy). l) Rental assistance under this program is not portable and is available to Eligible Households to rent the unit of their choice in the City of Chula Vista provided it does not already receive any form of rental assistance. The assistance is conditioned upon eligibility, issuance of a voucher, Housing Quality Standards Inspection, the execution of a Lease Addendum between the landlord/owner and the Eligible Household, and a Housing Assistance Payment contract between the landlord/owner and the City of Chula Vista. Households may rent units outside the City of Chula Vista only in instances when doing so is necessary for reasonable accommodation for persons with disabilities. 3) General Program Rules Part II a) The Subrecipient will apply its stated method of continued p rogram participation, including annual income certification and unit inspections, as documented in their Tenant Based Rental Assistance Program Administrative Plan. If Income exceeds 60% of Area Median Income at recertification, assistance must be terminated. Page 327 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 3 Scope of Work b) Assisted units may be publicly or privately owned; however, units covered under a project‐based rental assistance agreement or Public Housing Authority units are not eligible. c) SBCS must perform initial and annual on‐site inspe ctions of rental housing occupied by tenants receiving HOME‐assisted TBRA to determine compliance with property standards for 24 CFR Part 92.251. The City will be required to inspect units at initial occupancy and certify that the unit meets minimum HUD Housing Quality Standards (HQS).Housing Assistance Payments (HAP) will not begin until the unit has passed a HQS inspection and the unit has been approved bySBCS. d) The Subrecipient shall execute a Housing Assistance Payment contract with the landlord. In addition, the Subrecipient shall obtain a copy of the signed lease agreement and Lease Addendum executed between the landlord and the tenant. e) The Subrecipient shall maintain a waiting list of families and a written tenant selection policies and criteria that provide housing to low and very low‐income families that is consistent with the City’s Consolidated Plan. During the term of the contract, the preferences established by the Subrecipient must be consistent with the purpose of providing assistance to very low and low‐income families and the TBRA‐AP. The waiting list shall be used to fill openings based on their priority status and chronological place on the waiting list. f) The term of the lease between the tenant and the owner must be at least for one year, unless both mutually agree in writing. The subsidy payments to the landlord under the HOME TBRA program shall not exceed 12 months from the date of initial occupancy and in no event exceed the actual period of occupancy, if less than 12 months. Tenants may have the option for a one-time re-certification for an additional 12 months with payments not to exceed a total of 24 months. The tenant shall be solely responsible for any damages caused by breaching the lease that exceed the security deposit. g) Rental assistance calculations must be prorated during the initial month. Leases should begin on the first day actual tenant occupancy. SBCS shall not be held responsible for paying the rent if the resident chooses to move into the unit prior to SBCS approval. h) Certain lease provisions are prohibited under the Regulations. These provisions are contained in the Lease Addendum which shall be executed by the landlord and tenant. i) The amount of rental assistance paid on behalf of an Eligible Household is limited to the difference between the established rent for the unit and thirty percent (30%) of the Eligible Household's gross monthly income. Example: $500 rent and $12,000 annual gross income would require a subsidy of: Page 328 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 4 Scope of Work ($12,000/12 months) x .30 = $300 (tenant payment) $500 rent minus $300 tenant payment = $200 monthly subsidy Exclusions are permissible when calculating income, (e.g., dependents, disability, elderly, and child care). j) Utility allowances are permissible when calculating rent. k) Applicant’s and Participant’s minimum rent is $50.00. l) Subrecipient will develop and provide each participant with a Tenant Handbook (i.e. Family Obligations) outlining the participant’s responsibilities. m) Match‐ As with all HOME Activities, TBRA program expenditures require a 25% non‐ federal local match. City will provide the required matching funds. n) The Subrecipient shall use the Housing Choice Voucher Model for calculating rental subsidies. The maximum amount that the HOME TBRA program may pay to assist any given household is the difference between 30 percent of the household’s adjusted monthly income and the lower of the contract rent or payment standard. The payment standard is lesser of the County of San Diego’s Payment Standard or the Fair Market Rent (100%). For the initial lease for the unit, the family’s share (total family contribution) cannot exceed 40% of the family’s monthly adjusted income (including exempt income). The minimum tenant payment is $50.00. o) Issues not covered in this agreement are to be handled in accordance with HUD 24 CFR Part 92, HOME Investment Partnerships Program Final Rule, Community Planning and Development Notice 96‐07 (CPD Notice 96‐07), and HUD’s Technical Guide for Determining Income and Allowances for the HOME Program. 4) Additional Requirements: a) The City and/or the City’s monitoring agents will monitor the performance of the Subrecipient as it relates to this Agreement on a periodic basis. City may request quarterly meetings. b) The Subrecipient will transmit to the City a Monthly Payment Authorization form (Attachment F), authorizing payment for all Eligible Households. Households that are subsequently determined to be ineligible or who have served notice they have vacated must be removed from the next monthly submittal. Subrecipient must notify the City within 10 days in the event that a tenant moves out of a TBRA assisted unit. c) In addition to the required quarterly reports identified in Section XVI of this Contract, the Subrecipient shall document eligibility mentioned above to ensure that those served are at or below 60 percent of the Area Median Income as established by the U.S. Department of Housing and Urban Development (HUD). This information is to be collected and compiled at the kept for (5) years, and shall be submitted to the City of Chula Vista upon receipt of a written request and at the time of any monitoring of project records. Page 329 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 5 Scope of Work 5) Performance: a) ESTIMATED TIME SCHEDULE: Subrecipient will make all good faith and reasonable efforts to implement the project in compliance with the following estimated implementation schedule, or earlier: July 1, 2024 - June 30, 2025 b) ESTIMATED BUDGET: Subrecipient shall make all good faith and reasonable efforts to complete the work under this Contract within the following estimated budget. In no case shall Subrecipient be entitled to, nor shall CITY reimburse Subrecipient, for more than $405,425.00 for work performed under this Contract, including:  Tenant Based Rental Assistance  Security Deposit Assistance (limited to one‐month rent per family)  Utility assistance [end of Scope of Work document] Page 330 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B ATTACHMENT B INSURANCE REQUIREMENTS FOR SUBRECIPIENTS Subrecipient must procure insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work under the contract and the results of that work by the Subrecipient, his agents, representatives, employees or sub‐subrecipients and provide documentation of same prior to commencement or work. The insurance must be maintained for the duration of the contract. I. Minimum Scope of Insurance Coverage must be at least as broad as: 1. Insurance Services Office Commercial General Liability coverage (occurrence Form CG0001) 2. Insurance Services Office Form Number CA 0001 covering Automobile Liability, code1 (any auto). 3. Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. II. Minimum Limits of Insurance Subrecipient must maintain limits no less than: 1. General Liability: (Including operations, products and completed operations, as applicable.) $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability insurance with a general aggregate limit is used, either the general aggregate limit must apply separately to this project/location or the general aggregate limit must be twice the required occurrence limit. 2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage. 3. Workers’ Compensation Employer’s Liability: Statutory $1,000,000 each accident $1,000,000 disease‐policy limit $1,000,000 disease‐each employee Deductibles and Self‐Insured Retentions Any deductibles or self‐insured retentions must be declared to and approved by the City. At the option of the City, either the insurer will reduce or eliminate such deductibles or self‐insured retentions as they pertain to the City, its officers, officials, employees and volunteers; or the Subrecipient will provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations , claim administration, and defense expenses. page 1 of 3 Page 331 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Other Insurance Provisions The general liability, automobile liability, and where appropriate, the worker’s compensation policies are to contain, or be endorsed to contain, the following provisions: 1. The City of Chula Vista, its officers, officials, employees, agents, and volunteers are to be named as additional insureds with respect to liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the Subrecipient, where applicable, and, with respect to liability arising out of work or operations performed by or on behalf of the Subrecipient including providing materials, parts or equipment furnished in connection with such work or operations. The general liability additional insured coverage must be provided in the form of an endorsement to the Subrecipient’s insurance using ISO CG 2010 (11/85) or its equivalent. Specifically, the endorsement must not exclude Products / Completed Operations coverage. 2. The Subrecipient’s insurance 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 of the Subrecipient and in no way relieves the Subrecipient from its responsibility to provide insurance. 3. Each insurance policy required by this clause must be endorsed to state that coverage will not be canceled by either party, except after thirty (30) days’ prior written notice to the City by certified mail, return receipt requested. 4. Coverage shall not extend to any indemnity coverage for the active negligence of the additional insured in any case where an agreement to indemnify the additional insured would be invalid under Subdivision (b) of Section 2782 of the Civil Code. 5. Subrecipient’s insurer will provide a Waiver of Subrogation in favor of the City for each required policy providing coverage during the life of this contract. Acceptability of Insurers Insurance is to be placed with licensed insurers admitted to transact business in the State of California with a current A.M. Best’s rating of no less than A V . 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. Exception may be made for the State Compensation Fund when not specifically rated. Verification of Coverage Subrecipient shall furnish the City with original certificates and amendatory endorsements effecting coverage required by this clause. The endorsements should be on insurance industry forms, provided those endorsements conform to the contract requirements. All certificates and endorsements are to be received and approved by the City before work commences. 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. Page 2 of 3 Page 332 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Insurance Requirements Page 333 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B SubSubrecipients Subrecipient must include all sub‐contractors as insureds under its policies or furnish separate certificates and endorsements for each sub‐contractors. All coverage for sub‐contractors are subject to all of the requirements included in these specifications. Page 3 of 3 Insurance Requirements Page 334 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ATTACHMENT C 2024 AREA MEDIAN HOME INCOME LIMITS (San Diego‐Carlsbad, CA MSA) Income Category Number of Persons in Household 1 2 3 4 5 6 7 8 Extremely Low $31,850 $36,400 $40,950 $45,450 $49,100 $5,2750 $56,400 $60,000 Very Low Income $53,050 $60,600 $68,200 $75,750 $81,850 $87,900 $93,950 $100,000 Low Income $84,900 $97,000 $109,15 0 $121,250 $130,950 $140,650 $150,350 $160,050 Source: U.S. Dept. of Housing and Urban Development, published April 2024. https://www.hudexchange.info/programs/home/home-income-limits/ Page 335 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ATTACHMENT D CITY DISCLOSURE STATEMENT Page 336 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DISCLOSURE STATEMENT Pursuant to City Council Policy 101-01, prior to any action on a matter that requires discretionary action by the City Council, Planning Commission or other official legislative body of the City, a statement of disclosure of certain ownerships, financial interests, payments, and campaign contributions must be filed. The following information must be disclosed: 1. List the names of all persons having a financial interest in the project that is the subject of the application, project or contract (e.g., owner, applicant, contractor, subcontractor, material supplier). 2. If any person* identified in section 1 above is a corporation or partnership, list the names of all individuals with an investment of $2,000 or more in the business (corporation/partnership) entity. 3. If any person* identified in section 1 above is a non-profit organization or trust, list the names of any person who is the director of the non-profit organization or the names of the trustee, beneficiary and trustor of the trust. 4. Please identify every person, including any agents, employees, consultants, or independent contractors, whom you have authori zed to represent you before the City in this matter. 5. Has any person* identified in 1, 2, 3, or 4, above, or otherwise associated with this contract, project or application, had any financial dealings with an official** of the City of Chula Vista as it relates to this contract, project or application within the past 12 months? Yes No If yes, briefly describe the nature of the financial interest the official may have in this contract. 6. Has any person* anyone identified in 1, 2, 3, or 4, above, or otherwise ass ociated with this contract, project or application, made a campaign contribution of more than $250 within the past twelve (12) months to a current member of the Chula Vista City Counci l? No Yes If yes, which Council member(s)? 7. Has any person* identified in 1, 2, 3, or 4, above, or otherwise associated with this contract, project or application, provided more than $420 (or an item of equivalent value) to an official** of the City of Chula Vista in the past twelve (12) months? (This inclu des any payment that confers a personal benefit on the recipient, a rebate or discount in the price of anything of value, money to retire a legal debt, gift, loan, etc.) Yes No If Yes, list official and what was the nature of item provided? 8. Not ApplicableHas any person* identified in 1, 2, 3, or 4, above, or otherwise associated with this contract, project or application, been a source of income of $500 or more to an official** of the City of Chula Vista in the past twelve (12) months? Yes No If Yes, identify the official and the nature of the income provided? Date [Kathryn Lembo Signature: * Person is defined as: any individual, firm, co-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, any other county, city, municipality, district, or other political subdivision, or any other group or combination acting as a unit. ** Official includes, but is not limited to: Mayor, Council member, Planning Commissioner, Member of a board, commission, or committee of the City, and City employees or staff members. [SBCS [Not Applicable [Kathryn Lembo.] [Kathryn Lembo, Valerie Brew, lsmena Valdez [Not Applicable] [Not Applicable [Not Applicable Page 337 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B ATTACHMENT E U.S. Department of Housing and Urban Development Community Planning and Development Special Attention of: Notice CPD 96-07 All Secretary's Representatives All State/Area Coordinators Issued: November 1, 1996 Regional Directors for CPD Expires: November 1, 1997 CPD Division Directors All HOME Coordinators All HOME Participating Jurisdictions Cross References: 24 CFR 92.209 Subject: Guidance on Tenant-Based Rental Assistance under the HOME Program. TABLE OF CONTENTS I. PURPOSE 2 II. BACKGROUND 2 III. SUSPENSION OF FEDERAL PREFERENCES 3 IV. ELIGIBLE ACTIVITIES 4 V. PROGRAM ADMINISTRATION 5 VI. TENANT SELECTION 7 VII. PROGRAM REQUIREMENTS 12 VIII. SECURITY DEPOSIT PROGRAM 19 APP. SECTION 8 INCOME DEFINITION -- ADDITIONAL EXCLUSIONS 21 DGHP: Distribution: W-3-1 Page 338 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 1. PURPOSE This notice outlines the basic requirements for using HOME funds for a tenant-based rental assistance (TBRA) program. The Department will also issue a model program that expands upon this notice. The purpose of the model will be to assist State and local participating jurisdictions (PJs) with basic decisions regarding TBRA program design and operation. The Department has exercised its discretion based on the statute to make the TBRA program, as described in recent regulations and this notice, flexible and responsive to local market conditions and housing needs. The current regulations may not address all the design or operational considerations. As a result, some PJs may wish to structure TBRA programs in a manner that is not entirely consistent with HOME regulations. In some instances, it may be possible to waive certain regulatory requirements, if statutory flexibility exists and the PJ can demonstrate good cause for the request. II. BACKGROUND TBRA was first authorized under section 212 of the Cranston- Gonzalez National Affordable Housing Act (NAHA). HUD implemented the basic requirements for using HOME funds for TBRA through publication of interim regulations at 24 CFR Part 92 on December 16, 1991. TBRA programs directly assist individual low-income families by making up the difference between actual housing costs and what a family can afford to pay. Tenants are free to select any standard unit, whether or not it is HOME-assisted. In October, 1992, the initial TBRA provisions were amended by section 220 of the Housing and Community Development Act (HCDA) of 1992. HCDA made two significant amendments. First, it eliminated the provision that required PJs to use the local Section 8 waiting list to determine who would receive assistance. Instead, PJs were permitted to select tenants in accordance with written tenant selection policies and criteria that provide housing to low and very low-income families and were reasonably related to the Federal preferences. Second, it permitted PJs to administer programs that provide only security deposit assistance, rather than requiring that security deposits only be provided in the context of an ongoing rental assistance program. These statutory revisions have been incorporated by interim rules published in the Federal Register on December 22, 1992 and June 23, 1993. HUD also implemented regulatory changes to provide PJs greater flexibility in administering TBRA programs. Publication of a rule on April 19, 1994 made it possible for a PJ to establish its own payment standard based on local market conditions and a determination of rent reasonableness. The rule further clarified the term "reasonably related to Federal preferences" and permitted a PJ's non-Federal contributions to a TBRA program that is not HOME-funded, other than contributions for administrative costs, to count as match for the HOME 2 Page 339 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 3 Program. A rule published on July 12, 1995 provided information on using HOME TBRA to assist special needs populations. On January 26, 1996, the Balanced Budget Downpayment Act, I, suspended the Federal preferences applicable to public housing admissions and the Section 8 voucher and certificate programs for Fiscal Year 1996 (which ended on September 30, 1996). HUD's FY 1997 appropriation act extended this suspension through Fiscal Year 1997, which ends on September 30, 1997. During Fiscal Year 1997, public housing authorities are authorized to establish their own preferences. These local preferences may be established after opportunity for public notice and comment and must be consistent with the jurisdiction's Consolidated Plan. The temporary suspension of the Federal preferences extends to the selection criteria for TBRA programs funded by HOME. III. SUSPENSION OF FEDERAL PREFERENCES As described in the previous section of this notice, the Federal preference requirements applicable to HOME-funded TBRA programs have been suspended for the remainder of Fiscal Year 1997. The effect of this suspension is to permit a PJ to establish and provide TBRA based entirely on a locally-established system of written tenant selection criteria that is consistent with its Consolidated Plan. During this time period, the preferences established by the PJ must be consistent with the purposes of providing assistance to very low- and low-income families. However, locally-established preferences will not be required to be reasonably related to the Federal preferences. For a PJ that is currently administering a TBRA program, the effect of this suspension may be simply to permit it to alter the order in which families on the waiting list are selected, based upon its system of preferences. Alternately, a PJ may wish to fundamentally change its TBRA program by establishing a preference system very different than the one it currently administers. For a PJ that is in the process of designing a TBRA program, this suspension may affect its program design and tenant selection system. The current suspension is temporary. Legislative action will be necessary to extend the suspension beyond September 30, 1997 or to make it permanent. Before making any changes to an existing or proposed TBRA program, a PJ should consider whether it could easily bring its program back into conformance with the law if the suspension terminates. This notice assumes that the Federal preference suspension will continue on a provisional basis. However, because the suspension may not be in effect beyond September 30, 1997, it also outlines the requirements that would apply to HOME TBRA programs should the suspension not be extended or made permanent. At the time that this Notice was published, the Congress was considering rescinding the Housing Act of 1937 which contains the Federal preference requirements. Page 340 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 4 Should Congress take such action, it would eliminate the need for the PJ's written tenant selection criteria to be reasonably related to Federal preferences. Each PJ would be free to establish tenant selection criteria based solely on the needs identified in its Consolidated Plan. IV. ELIGIBLE ACTIVITIES A. Eligible Uses HOME TBRA can be used to undertake one or a combination of the following activities: Free-standing rental assistance. A PJ may administer a rental assistance program to assist low- and very low-income families. These freestanding programs are similar to the Section 8 certificate and voucher programs in that tenants choose their housing within guidelines established by the PJ. Special purpose programs. Within limitations described in Section VII, E of this notice, PJs can use TBRA to support a variety of local goals including self-sufficiency and homeownership initiatives and assistance to special populations. o Self-sufficiency programs. PJs may require HOME TBRA recipients to participate in self-sufficiency programs as a condition of assistance. However, such conditions may not be placed on tenants living in a HOME-assisted project who receive TBRA as relocation assistance. o Homebuyer programs. HOME TBRA may assist a tenant, who has been identified as a potential low-income homebuyer through a lease-purchase agreement, with monthly rental payments for a period up to 36 months. 1 While the HOME TBRA payment cannot be used to create equity, all or a portion of the homebuyer's monthly contribution toward housing expenses may be set aside for this purpose. If a PJ determines that a tenant has met the lease-purchase criteria and is ready to assume ownership, HOME funds may be provided for downpayment assistance. o Targeted Populations. PJs may establish local preferences for special needs groups in a broad, community-wide TBRA program or may design a program that exclusively serves one or more special needs groups. Anti-displacement assistance. TBRA can be used to minimize displacement associated with HOME-funded activities. TBRA can be 1 HOME TBRA may not exceed 24 months but may be renewed at the PJ's discretion. Page 341 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B provided to income-eligible tenants who live in units that will be acquired, demolished or rehabilitated with HOME funds. Existing tenants in HOME-assisted projects who receive TBRA may remain in the project or move to another suitable unit. These tenants may be assisted with TBRA regardless of whether the PJ administers a broader TBRA program and are not required to meet written tenant selection policies and criteria. 2 Security and utility deposit assistance. PJs may provide security deposit assistance to tenants regardless of whether the PJ is providing ongoing tenant-based rental assistance. Utility deposit assistance may be provided only in conjunction with a TBRA program or a security deposit program. B. Ineligible Uses HOME TBRA funds cannot be used for the following: o to assist resident owners of cooperative housing that qualifies as homeownership housing (cooperative and mutual housing may qualify as either rental or owner-occupied housing under the HOME Program, depending upon the provisions of the agreement applying to the unit). TBRA may, however, be used by a tenant who is renting from a cooperative unit owner; o to prevent the displacement of tenants from projects assisted with Rental Rehabilitation Program funds under 24 CFR 511. (See 24 CFR 92.214); o to provide TBRA vouchers to homeless persons for overnight or temporary shelter. The HOME TBRA subsidy must be sufficient to enable the homeless person to rent a transitional or permanent housing unit that meets Housing Quality Standards (HQS). V. PROGRAM ADMINISTRATION Certification - To establish a TBRA program, a PJ must certify in its Consolidated Plan that TBRA is an essential part of its approved housing strategy and that market conditions in the locality make TBRA a viable option. This means that an assessment of market factors has been 2 The 1992 HCDA amendments require the PJ to certify in its Consolidated Plan that it has a Residential Anti-displacement and Relocation Plan for the HOME Program equivalent to the Plan required for the Community Development Block Grant (CDBG) Program. 5 Page 342 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B undertaken and, because there is an ample supply of housing, a TBRA program is an effective way to expand affordable housing opportunities in the community. Program Operation - A PJ may administer its TBRA program or contract administrative functions out to another entity, such as a local public housing agency (PHA), another public or private agency, or a nonprofit organization. In deciding whether to administer its program or contract out, the PJ should consider its TBRA program design. If its TBRA program will be modeled after the Section 8 certificate or voucher programs or uses the Section 8 waiting list, it may be administratively simpler to contract with the PHA. Alternately, if the program will use an independent waiting list or target special populations, it may be preferable for the PJ or another entity to administer the TBRA program. A PJ that is an urban county or consortium may establish a TBRA program that is limited to a single or multiple jurisdictions, but does not encompass the entire PJ. For instance, one local government participating in a consortium may administer a TBRA program in its jurisdiction. It should be noted that the provision of TBRA is not an eligible Community Housing Development Organization (CHDO) set-aside activity. If a PJ selects a CHDO to administer its TBRA program, the CHDO is acting as a subrecipient and general HOME program funds (not CHDO set-aside funds) must be used. Administrative Costs - HOME funds may be used to pay for reasonable planning and administrative expenses associated with operating a TBRA program, regardless of what entity operates the program. Such expenses are limited by the ten percent cap on administrative costs. TBRA administrative costs are not considered "project soft costs" under 24 CFR 92.206(b). Match - As with all HOME activities, TBRA program expenditures require a 25% local match. A PJ may count non-Federal funds that it contributes to its HOME TBRA program as a matching contribution. It may also count as match any funds it contributes to a TBRA program which does not use HOME funds but meets the HOME Program requirements (see 24 CFR 92.219(b)(1)). HOME funds expended for TBRA may be matched with funds from any eligible match source, not just TBRA-related contributions. Payment of costs associated with administration of a TBRA program does not count as match. TBRA Project Set-Up - To access funds, information concerning the project must first be provided through the HOME Cash and Management Information System (C/MI), or the Integrated Data and Information System (IDIS), which is replacing the C/MI. Until a PJ has been converted to IDIS, all TBRA projects set up through the C/MI system should be reported on Form HUD-40095. Each TBRA project may include several hundred individual households. Once a TBRA project has been 6 Page 343 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B set up, the PJ may add families to the project for up to 6 months. The TBRA set-up form requires each tenant's Social Security number and certain demographic information. The set-up of TBRA projects in IDIS is similar to the set-up in the HOME C/Ml. However, there is neither a limitation on the number of households that can be included in a single project (referred to as an activity in IDIS) nor a time limit for adding families to the project. Drawing Down Funds - As with all HOME funds, TBRA funds drawn from the U.S. Treasury must be expended within 15 days. Thus, draws may not be made for TBRA on a quarterly basis. VI. TENANT SELECTION A. Income Eligibility/Verification HOME funds can only be used to assist low-income families with incomes at or below 80% of area median income as determined by HUD. In addition, for each fiscal year's HOME allocation, 90% of the families assisted with HOME funds for TBRA and other rental activities must have incomes which are at or below 60% of area median income (see 24 CFR 92.216). The PJ must determine the income and eligibility of all proposed beneficiaries before the TBRA contract is signed. The HOME final rule, which was published on September 16, 1996, amended the income definition to permit PJs to choose from among three definitions of income (the Section 8 definition, the U.S. Census long form definition, and the IRS definition of adjusted gross income). A PJ that chooses the Section 8 definition of income for its TBRA program should follow the procedures outlined in the Technical Guide for Determining Income and Allowances for the HOME Program, which HUD issued in May, 1994. In addition, PJs should note that a rule published on April 5, 1996 added nine exclusions to the definition of income applicable to HOME TBRA programs. That definition was subsequently moved to 24 CFR 5.609 by a regulation published on October 18, 1996. (See the Appendix to this notice for a list of the nine additional exclusions). PJs opting for the IRS or Census definitions must adhere to the instructions developed by those agencies for calculating income. In accordance with the Section 8 program rule at 24 CFR 982.352(c)(6), Section 8 rental assistance voucher and certificate holders cannot also receive TBRA under the HOME Program because the two programs would provide duplicative subsidies. HOME TBRA recipients who are offered a Section 8 voucher or certificate must relinquish HOME assistance, if they wish to accept the Section 8 assistance. Similarly, a family currently receiving Section 8 rental assistance may not accept HOME TBRA without relinquishing 7 Page 344 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 8 the Section 8 assistance. However, a Section 8 rental assistance recipient @a receive HOME-funded security deposit and utility deposit assistance. Similarly, a family cannot receive HOME TBRA if they are receiving rental assistance under another Federal program (e.g., Section 521 of the Housing Act of 1949 provided through the Rural Housing Service) or a State or local rental assistance program, if the HOME subsidy would result in duplicative subsidies to the family. [NOTE: Some State and local rental assistance programs do not provide assistance in amounts sufficient to lower a tenant's rental payment to 30 percent of income. In such cases, HOME TBRA could be provided as supplemental assistance to further reduce the tenant's rent payment to 30 percent of income.] In addition, HOME TBRA should not be provided to a family who proposes to rent a unit that receives project-based rental assistance through Federal, State or local programs, if the HOME assistance would provide a duplicative subsidy. Income and eligibility determinations for a newly-participating tenant remain valid for up to six months. Income eligibility criteria must be met, regardless of the type of TBRA program the PJ will administer (i.e., anti-displacement, security deposit, or freestanding). Special needs populations are not presumed to be low-income. The PJ (or TBRA administrator) must reexamine family income, size, and composition at least annually. The family's contribution toward rent may need to be adjusted as a result of the annual income reexamination. Although not required by the HOME regulations, the PJ may require families to report changes in income that occur between annual income examinations. Because HOME funds may only be used to assist families with incomes at or below 80% of area median income, assistance to tenants whose incomes rise above 80% of area median income must be terminated after the PJ gives reasonable notice to tenant and owner. Since the PJ normally would make any required payment adjustment or contract termination at the end of the rental lease period, it should time the income recertification process so that tenants whose assistance will be terminated or whose required contributions toward rent will be increased can be given reasonable notice of the change. In determining what period constitutes reasonable notice, the PJ should consult both State law and common practice in the area. B. Tenant Selection Criteria Scenario 1: Under the Federal Preference Suspension The HOME Program rule requires that PJs select tenants in accordance with written tenant selection policies and criteria. These policies and criteria must be consistent with the purpose of providing housing to very low- and low-income families. Under the temporary suspension of the Federal preferences in effect until September 30, 1997, PJs may establish their own preference systems for selecting families for rental assistance. Page 345 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 9 The locally-established preference system must be consistent with the priorities established in the Consolidated Plan. The Federal preference suspension applies to PHAs administering Section 8 rental assistance, as well as to PJs administering HOME TBRA. A PHA and a PJ administering rental assistance in the same jurisdiction are not required to use the same preference system. However, HUD encourages entities providing assistance to families within the same jurisdiction to coordinate their efforts to the greatest extent possible. Scenario 2: Elimination of the Housing Act of 1937 Should Congress rescind the Housing Act of 1937, there would no longer be any Federal preferences for admission to public housing and Section 8 assistance. Consequently, PJs would no longer be required to establish preferences for their TBRA programs that are reasonably related to the Federal preferences. Each PJ administering a TBRA program would establish a written tenant selection system consistent with the needs identified in its Consolidated Plan. Scenario 3: Federal Preference Requirements In Effect (suspended through 9/30/97) PJs that operate TBRA programs must select tenants in accordance with written tenant selection policies and criteria. The policies and criteria must be consistent with the purpose of providing housing to very low- and low-income families and be reasonably related to preference rules established under section 6(c)(4)(A) of the U.S. Housing Act of 1937. The term "reasonably related to Federal preference rules" means that at least 50% of the families assisted must qualify for one of the three Federal preferences. Those Federal preferences are: o families living in substandard housing, including families that are homeless or living in a shelter for homeless families; o families paying more than 50% of family income (gross) for rent; or o families involuntarily displaced at the time they are seeking TBRA assistance. PJs may rank the Federal preferences to serve those families they deem most in need. For instance, a PJ may give preference to families who are involuntarily displaced over those living in substandard housing. In addition, the PJ may rank the definitional elements of each Federal preference to reflect its own priorities. Section 6(c)(4)(A) of the Housing Act of 1937 requires that PHA's prohibit any individual or family evicted from public housing or assisted under Page 346 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Section 8 because of drug-related criminal activity from having a preference for three years, unless the evicted tenant successfully completes a rehabilitation program approved by the agency. Each PJ should determine whether this or a similar policy is appropriate for its HOME TBRA program. The PJ may establish local preferences for assisting the 50% of families who are not required to qualify for a Federal preference. Local preferences must be established in writing and respond to local housing needs and priorities. Examples of local preferences that might be provided include preferences for families who: o have veteran's status; o lack adequate housing and whose children eventually may be proposed for placement in foster care as a result. (These families are usually identified by local agencies that are involved in providing for children's welfare); o are members of special needs populations, such as battered spouses, persons with AIDS, senior citizens or those with disabilities. In establishing local preferences, PJs must consider how specific preferences will impact fair housing efforts in its community. The local preferences must not result in discrimination against any person on the basis of race, color, religion, sex, national origin, handicap or familial status. In monitoring a PJ's fair housing efforts, HUD's Office of Fair Housing and Equal Opportunity will consider both the intent and the effect of local preference rules. C. Waiting Lists To implement its tenant selection policies for an ongoing TBRA program in a fair and orderly manner, a PJ must use a waiting list for families applying for TBRA. The PJ may choose to use a Section 8 waiting list that covers the jurisdiction or may establish a separate waiting list for HOME TBRA applicants. In determining which list to use, the PJ will need to consider the following factors: o The preferences established by the PHA and how those preferences compare with the Pj's priorities for assistance. If the PHA has adopted its own preferences as permitted under the temporary suspension of Federal preferences, the PJ should examine those preferences. If the suspension is terminated or the PHA has chosen not to establish its own preference system, the PJ should examine both the local preferences established by the PHA and the manner in which it prioritizes the Federal preferences. If the 10 Page 347 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B PHA's preference system will not result in assistance being provided to the subpopulations that the PJ deems most in need, the PJ should consider establishing a separate HOME TBRA waiting list. o The length of the PHA's Section 8 waiting list and the turnover rate of vouchers and certificates. In communities where the existing Section 8 waiting list is very long and the unavailability of new or turnover resources results in long periods on the waiting list, a PJ's priority may be to provide interim assistance to families who are currently on the Section 8 waiting list. In these instances, the PJ will adopt the Section 8 waiting list and use HOME TBRA to supplement the existing Section 8 program. o The PJs preferred program design. If the PJ wishes to administer a TBRA program that closely resembles the Section 8 voucher or certificate program and finds the PHA's preference system acceptable, it may wish to adopt the Section 8 waiting list (and, perhaps, to contract with the PHA as the administering agent) for simplicity's sake. However, if the PJ wishes to implement a program that is very different from the Section 8 programs, there may be no advantage in adopting the Section 8 waiting list. o The Pj's capacity and preference with respect to an administering agent. If the PJ plans to administer the TBRA program itself or to contract out with a capable nonprofit organization, it will have flexibility with respect to choosing a waiting list for its program. However, if the PJ lacks capacity to administer the program and chooses to contract with a PHA, it may have little choice but to adopt the PHA waiting list. The PHA may be reluctant to take on the added responsibility of establishing and maintaining a separate waiting list and administering selection criteria that are very different from its existing program. D. Section 8 Availability The HOME statute requires that families who receive HOME TBRA and are also on the Section 8 waiting list continue to qualify for Section 8 assistance to the same extent as they did before they received the HOME TBRA. Consequently, when the Federal preferences are in force, the PHA must carefully document how an applicant for HOME assistance who is also on the Section 8 waiting list meets Federal preference requirements at the time HOME assistance is provided to preserve the applicant's qualification to receive future Section 8 assistance. If a Section 8 voucher or certificate becomes available through turnover or additional budget authority and the next eligible family on the Section 8 waiting list is a HOME TBRA recipient, that family must be offered a Section 8 voucher or certificate. The PJ and PHA should develop a procedure for offering Section 8 assistance to HOME TBRA recipients who become eligible for a voucher or certificate at regular intervals (e.g., monthly, quarterly, or less frequently, depending on average turnover of vouchers and certificates). 11 Page 348 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Under the current suspension of Federal preferences, the PJ should document how the HOME TBRA recipient meets Federal preference requirements and, if the PHA has adopted a local preference system, the local preference requirements. This will permit the PJ to determine a HOME TBRA recipient's initial eligibility for Section 8 under the Federal preference system if the suspension lapses. Should legislation permanently eliminate the Federal preferences, the HOME Program requirement that HOME TBRA recipients maintain their place and status on the Section 8 waiting list would also be eliminated. However, HOME TBRA is often a temporary resource for a low-income family. Consequently, the PJ should coordinate with the local PHA so that the PHA's policies do not disqualify applicants who come to the top of Section 8 waiting list because they are currently receiving HOME TBRA. E. Assisting Special Needs Populations HOME TBRA may be used to assist special needs populations regardless of whether the Federal preference suspension is in effect. This can be done in one of two ways: o General TBRA Program. A PJ administering a community-wide TBRA program may establish a local preference for persons with special needs (e.g., persons with disabilities) or for a specific category of individuals with special needs (e.g., chronically mentally ill individuals). A preference may be provided for persons with a particular type of special need, if the specific category of need is identified in the PJ's consolidated plan as having unmet need and the preference is needed to narrow the gap in benefits and services received by such persons. In conjunction with the TBRA, the PJ may offer non-mandatory services appropriate for persons with a particular disability. The nature of these services should be identified in consultation with persons with special needs residing in the community. Generally, TBRA and related services should be made available to all persons with disabilities who can benefit from such services. o TBRA Program for Persons with Special Needs. A PJ may establish a TBRA category of special needs or disabilities. The PJ may accomplish this simply by limiting eligibility for assistance to special needs groups it wishes to target. If the Federal preference rules are in effect, then 50% of the individuals assisted must qualify or would qualify in the near future for a Federal preference. As with a general TBRA program, the PJ may provide appropriate, non-mandatory social services in conjunction with the TBRA. TBRA may be provided exclusively to persons with a particular type of special need, if the specific category of need is identified in the PJ's consolidated plan as having unmet need and the preference is needed to narrow the gap in benefits and services received by such persons. 12 Page 349 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B VII. PROGRAM REQUIREMENTS A. Rent Requirements Payment Standards Each PJ administering a TBRA program must establish a payment standard for units of each available bedroom size. This standard is intended to represent the rent and utility costs of moderately priced units that meet the Section 8 Housing Quality Standards (HQS) in the jurisdiction. It is important that the PJ establish its payment standard carefully. A standard that is set too low in comparison to the market will result in assisted families experiencing difficulty in finding housing. A payment standard that is set too high will result in excessive subsidies and fewer families being assisted. A PJ may determine its HOME payment standard in one of two ways: 1) The PJ may develop a standard based on documented local market conditions. 2) To conform more closely to PHA rent standards, the PJ may adhere to the following: o For each unit size, the rent standard may not be less than 80% of the published Section 8 Existing Housing fair market rent (FMR) in effect when the PJ adopts its rent standard amount. o For each unit size, the rent standard may not be more than the FMR or HUD-approved community-wide exception rent (discussed below) in effect when the PJ adopts its rent standard amount. o For not more than 20% of the total number of units assisted in their TBRA program, a PJ may approve, on a unit-by-unit basis, a subsidy based on a rent standard that exceeds the applicable FMR by up to ten percent. NOTE: The PJ must disapprove a lease if the rent is not reasonable, based on rents that are charged for comparable unassisted rental units. 13 Page 350 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Community-wide Exception Rents Under certain circumstances, HUD approves maximum gross rents for the Section 8 Certificate Program for units in a designated municipality, county or similar locality that are higher than the FMR (see 24 CFR, 882.106(a)(3)). These rents, generally referred to as community-wide exception rents, may equal up to 120% of the FMR applicable to the entire jurisdiction. The PJ may use HUD-approved exception rents in lieu of the FMR to establish the rent standard for HOME TBRA. HOME does not require that a PJ provide additional rationale for adopting exception rents. TBRA in HOME-Assisted Units Rents in HOME-assisted units must meet the requirements of 24 CFR 92.252. When a family that receives HOME TBRA resides in a HOME- assisted unit, the maximum rental assistance subsidy is the difference between the HOME rent and 30% of the family's adjusted monthly income. PJ and Tenant Rent Contributions The maximum amount of subsidy the PJ may provide to a family is ' the difference between 30% of the family's monthly adjusted income and the payment standard established by the PJ for the size of unit the family will occupy. The PJ's contribution toward rent may vary each year because the family moves, the rent on the unit increases or decreases, or the family's income changes. The PJ also must establish a minimum tenant rent contribution. If the PJ is assisting a tenant with a very low-income, that contribution may be minimal. If a PJ contracts with a PHA to operate its program, it may wish to adopt the Section 8 housing certificate or voucher program rules. Under the certificate program, families pay a specified percentage of their income for housing, usually 30%, and a limit is set on what the owner can charge for rent. Housing vouchers assume that the family will pay 30% of adjusted income, but do not limit the amount an owner can charge for rent. Vouchers limit only the subsidy amount and, therefore, a family may pay more than 30% of its income for rent. A tenant's contribution to rent may change each year as a result of changes in adjusted family income. HUD generally publishes area median incomes in January. Rent Increases and Decreases The owner may adjust the rent levels as leases are renewed. They must be reviewed and approved by the PJ. HUD generally publishes FMRs in late September. 14 Page 351 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B B. Terms of Assistance Unlike the Section 8 programs which make payments to the landlord, HOME TBRA payments may be made either to the unit owner or the tenant. The term of the rental assistance contract must begin on the first day of the lease. For a rental assistance contract between the PJ and an owner, the term of the contract must end upon termination of the lease. If a PJ makes payments directly to the family, that agreement need not end upon termination of the lease, but no payments may be made after termination of the lease until the family enters into a new lease. TBRA agreements may not exceed 24 months. However, the PJ, at its discretion, may renew a TBRA agreement. C. Lease Requirements The term of the lease between a tenant and the owner must be for not less than one year, unless another term is mutually agreed upon by the tenant and the owner. The lease may not contain any of the following terms (see 24 CFR 92.253(b)): o agreement by the tenant to be sued, to admit guilt, or to a judgment in favor of the owner in a lawsuit brought in connection with the lease. o agreement by the tenant that the owner may take, hold or sell personal property of household members without notice to the tenant and a court decision on the rights of the parties. This prohibition, however, does not apply to an agreement by the tenant concerning disposition of personal property remaining in the housing unit after the tenant has moved out of the unit. In that case, the owner may dispose of this personal property in accordance with state law. o agreement by the tenant not to hold the owner or the owner's agents legally responsible for any action or the failure to act, whether intentional or negligent. o agreement of the tenant that the owner may institute a lawsuit without notice to the tenant. o agreement by the tenant that the owner may evict the tenant or household members without instituting a civil court proceeding in which the tenant has the opportunity to present a defense or before a court decision on the rights of the parties. o agreement by the tenant to waive any right to a trial by jury. 15 Page 352 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B o agreement by the tenant to waive the tenant's right to appeal or to otherwise challenge in court a decision in connection with the lease. o agreement by the tenant to pay attorney fees or other legal costs even if the tenant wins in a court proceeding by the owner against the tenant. The tenant, however, may be obligated to pay costs if the tenant loses. D. Termination of Tenancy The PJ must develop standards outlining when unit owners may terminate tenancy or refuse to renew a lease in its TBRA program. These standards must be established in writing and be included in the lease between the owner and the TBRA recipient and/or, if appropriate, the TBRA agreement between the PJ and tenant. The PJ should address the permissible grounds for termination or tenancy/refusal to renew and establish notification requirements for these actions. Please note that the requirement for 30 days notice for termination of tenancy/refusal to renew in HOME-assisted units does not apply to owners of units occupied by HOME TBRA recipients. E. Portability The PJ may require tenants to use their TBRA within the PJ or may establish a portability policy, allowing use of TBRA outside of the jurisdiction. The experience of many PHAs using portable housing vouchers has been that most tenants move to nearby jurisdictions, usually only across city or county lines. If a PJ permits portability, it must develop procedures to satisfy HOME TBRA requirements at a distance. Unless it limits portability to contiguous jurisdictions, it may be impractical for the PJ to attempt to oversee the program itself. Thus, it may wish to make arrangements with a government agency or PHA in the jurisdiction to which the family is moving to administer the TBRA or to use a subrecipient or contractor to do so. Requirements that the PJ should consider in establishing a portability policy include the need to: o initially and annually inspect units occupied by TBRA families; o execute necessary documents with the family and the owner; and o make monthly rent payments and/or security deposit payments on behalf of the PJ to the owner and/or utility companies. 16 Page 353 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B F. Eligible Units The PJ must establish occupancy standards that will be used to determine the unit size (i.e., number of bedrooms) that TBRA families of various sizes and composition will be permitted to occupy. The PJ's standards for occupancy must be at least as stringent as those set out in the Section 8 Housing Quality Standards (HQS). At the time that it is approved for TBRA, the family should be counseled regarding the size of the unit for which it is approved, whether it will be permitted to select a unit that is larger or smaller than the approved unit size and what the consequences of such a decision will be with respect to the family's monthly contribution toward rent. The PJ may refer the TBRA family to suitable units. However, the PJ must inform the family that it is not obligated to select a referral unit. Rental units are selected by the tenant, and: o may be owned by the PJ, a PHA or another public entity or be privately owned housing; o may include units developed or rehabilitated with HOME assistance; o may be transitional housing units, if the lease terms meet the minimum lease requirements; o must not be units receiving public or Indian housing assistance, any Section 8 rent subsidies, or any other Federal, State or local subsidy that provides a duplicative subsidy to the HOME TBRA recipient or the unit which they propose to rent; and o if part of a cooperative, must be rented from the owner of the cooperative unit. HOME TBRA cannot be used to pay cooperative shares if the cooperative membership is considered ownership under HOME. In conjunction with the annual reexamination of income, the PJ must reexamine the TBRA family's size and composition to determine whether its circumstances have changed. Depending upon the occupancy requirements established by the PJ, a family whose size or composition has changed may be required to find a unit that is suitable to its current circumstances. Housing occupied by a family receiving TBRA must meet Section 8 HQS. The housing must meet both the performance and acceptability requirements outlined at 24 CFR 982.401. PJs may request waivers to permit specific variations on HQS. Examples that may justify deviations include local climatic or geological conditions or local codes. The PJ must inspect units selected by families receiving TBRA to determine whether they 17 Page 354 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B meet HQS before authorizing their initial rental and, thereafter, must inspect the units annually. The owner must maintain the premises in compliance with all applicable housing quality standards and local code requirements throughout the period of the TBRA family's occupancy. G. Self-Sufficiency Programs PJs administering a freestanding TBRA program may require HOME TBRA recipients to participate in self-sufficiency programs as a condition of assistance. All terms and conditions of participation should be clearly spelled out in the written agreement between the tenant and the PJ. During the term of the TBRA contract, the PJ may not withdraw rental assistance based on the tenant's failure to continue participation in the program without providing proper notice in accordance with the standards the PJ established in the TBRA agreement. Because it may prove administratively simpler, PJs considering conditioning rental assistance on participation in such programs may wish to limit the term of assistance to a short period of time (e.g., 6 or 12 months) rather than attempting to terminate assistance for noncompliance during the contract term. In such instances, TBRA participants should be assured that the assistance will be renewed if the conditions established by the PJ are met. H. Making the Payments Unlike the Section 8 program, which requires that subsidy payments be made directly to the owner, a PJ using HOME TBRA funds may provide monthly payments to the tenant directly or to the owner on behalf of the tenant. Paying tenants directly may eliminate paperwork and save staff time because no contract between the PJ and owner is necessary. The PJ must, however, examine the lease to make certain it does not contain prohibited lease terms and inspect the unit. A "real-world" tenant- owner market relationship, in which tenants pay owners, results. If the PJ makes payments directly to tenants, the contract should include provisions to recoup HOME funds for nonpayment of rent. If the PJ decides to pay owners directly, the PJ has the advantage of negotiating the rent. Also, paying the owner directly may encourage private owners to participate because they will receive at least a partial rent payment from the PJ each month. If a PHA administers the program for the PJ, this procedure may be preferable because Section 8 payments are made only to owners. Consequently, the HOME TBRA payments can be easily integrated into the PHA's financial management system, resulting in lower front-end and processing costs. The PJ also may choose to reimburse tenants for rent paid to the owner. However, this may not be practical because families may not have the money up-front to make their entire rent payment. 18 Page 355 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B I. Utility Deposits The PJ may pay utility deposits for tenants who are also participating in a TBRA program or a security deposit program. Deposits may be made for utilities authorized under the Section 8 utility allowance (such as electric, gas, water and trash). Deposits for services incidental to housing, such as telephone service and cable television, cannot be paid with HOME funds. The PJ may make the utility deposit available to the family as a loan or grant or may make payment directly to the utility company. If offered as a grant, the tenant may keep any remaining funds when the family departs from the unit. If offered as a loan, the PJ must make arrangements with the tenant or utility company to return any remaining funds to it. Returned funds are treated as program income and must be reinvested in other HOME-eligible activities (see 24 CFR 92.503(b)). In determining whether to grant or loan these funds, the PJ should consider the time and effort involved in collecting any remaining funds from the tenant or utility company. VIII. SECURITY DEPOSIT PROGRAM TBRA may be used for security deposits, regardless of whether the tenant is receiving ongoing rental assistance. For a security deposit program: o the relevant state or, local definition of "security deposit" in the jurisdiction where the unit is located applies. o the maximum amount of HOME funds that may be provided for a security deposit is the equivalent of two months rent for the unit. o only the prospective tenant, not the unit owner, may apply for HOME security deposit assistance. o all of the above TBRA requirements apply except for the term of assistance and maximum subsidy amount. o the lease associated with the security deposit may not contain the prohibited lease provisions outlined in Section VII, C, of this notice and must be in effect for at least one year unless there is mutual agreement between landlord and tenant. o payment may be made to the tenant or the landlord. 19 Page 356 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B The PJ may provide security deposits as either a grant or a loan. If offered as a grant, the tenant may keep any remaining funds when the family leaves the unit. If the PJ lends the funds, it must arrange for the tenant or owner to return the funds. If the unit owner subtracts funds from the security deposit to cover damages, the PJ may accept the remaining balance as repayment or require the tenant to repay the entire amount. This requirement should be set out in the written agreement between the PJ and the tenant. In determining whether to grant or loan these funds, the PJ should consider the time and effort involved in collecting any remaining security deposit funds from the tenant or owner after the tenant leaves the unit. Returned security deposit funds are treated as program income and must be reinvested in HOME-eligible activities (see 24 CFR 92.503(b)). 20 Page 357 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B APPENDIX: Exclusions from Income Under Section 8 Income Definition Annual income does not include the following: 1) Resident service stipends of less than $200 per month (e.g., fire patrol, hall monitoring, lawn maintenance, resident initiatives coordination, and resident management). 2) Adoption assistance payments. 3) The full amount of student financial assistance paid directly to the student or to the educational institution. 4) Earned income of full-time students age 18 years or older. 5) Payments received for the care of foster adults (usually persons with disabilities, unrelated to the tenant family, who are unable to live alone). 6) State or local employment training programs and training of resident management staff. 7) State tax rent credits and rebates for property taxes paid on a dwelling unit. 8) Homecare payments made by a State agency to families that have developmentally disabled children or adult family members living at home. 9) Deferred periodic payments of Social Security. Supplemental Income payments and Social Security payments received in a lump sum. Source: 24 CFR 5.609(c). 21 Page 358 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B TENANT BASED RENTAL ASSISTANCE BILLING FORM ATTACHMENT F TENANT LAST NAME TENANT FIRST NAM TENANT ADDRESS UNIT TYPE MOVE-IN DATE CONTRACT RENT TENANT RENT HAP PAYMENT DEPOSIT $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - TOTAL MONTHLY RENTS RECEIVABLE: $ - TOTAL TENANT RENT PAYMENTS: $ - TOTAL DEPOSITS: $ - SUBTOTAL SUBDSIDY PAYMENTS AND DEPOSITS REQUESTED (HAP): $ - Adjustments: Completed By: Approved By: Please remit payment to: SBCS430 F Street Chula Vista, CA 91910 Page 359 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Page 1 of 4 Revised (8/06) ATTACHMENT G Tenant Based Rental Assistance (TBRA) Set Up Form HOME Program Check the appropriate box: Original Submission Change Owner’s Address Revision Name and Phone Number of Person Completing Form: A. General and Activity Information. 1. Name of Participant: 2. County Code: 3. IDIS Activity ID Number: 4. Activity Name: Set Up Activity B. Objective and Outcome. C. Household Characteristics. (Refer to code below where applicable) Assisting more than 8 tenants? Make copies of this page for additional space. Monthly Rent Household Tenant Contract Last Name # of Bdrms Sec Dep Tenant Monthly Rent TBRA Monthly Rent Total Monthly Rent % Med Hispanic? Y/N Race Size Type Paid To O=Owner T=Tenant New? Y/N Months (1 to 24) D. Total/Subtotal of HOME Funds Requested: $ 2. Outcome (enter code): (2) Availability/accessibility Affordability Sustainability 1. Objective (enter code): (2) Create suitable living environment Provide decent affordable housing Create economic opportunities Page 360 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Page 2 of 4 Revised (8/06) E. TBRA Units Number of TBRA Units: Designated for the homeless: Of those the number designated for the chronically homeless: Was this activity carried out by a faith-based organization (Y/N)? 0 1 2 3 4 5 11 12 13 14 15 16 17 18 19 20 1 2 3 4 5 6 7 8 1 2 3 4 5 Page 361 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Page 3 of 4 Revised (8/06) Instructions for Completing the Tenant-Based Rental Assistance Set-up Report HOME Program Read the instructions for each item carefully before completing the form. Applicability. The purpose of this report is to assist with the collection of information to be entered into IDIS. This report is to be completed for each TBRA activity set-up in IDIS. A single activity may include up to 99 tenants. For centralized State projects, the tenants must be in the same county. Timing. Data is to be entered into IDIS before funds may be drawn down for the activity. An amended set-up report should be completed to increase or decrease HOME funding for the activity. A. General and Activity Information. 1. Name of Participant. Enter the name of the participating jurisdiction or the agency administering the TBRA activity. 2. County Code. Enter the county code of the agency administering this HOME activity. 3. IDIS Activity ID Number. Enter the activity number assigned by IDIS. 4. Activity Name. Enter the name designated to the activity. The blank boxes may be used for internal tracking purposes. B. Objective and Outcome: Objective. Enter the code of the objective that best describes the purpose of the activity. If a code is not entered in IDIS, the system will default the answer to “2” – Decent affordable housing. 1. Suitable living environments. Applies to activities that benefit communities, families, or individuals by addressing issues in their living environment. 2. Decent affordable housing. Applies to housing activities that meet individual family or community needs. This objective should not be used for activities where housing is an element of a larger effort. 3. Creating economic opportunities. Applies to activities related to economic development, commercial revitalization, and job creation. Outcome. Enter code of the outcome that best describes the benefits resulting from the activity. If a code is not entered in IDIS, the system will default the answer to “2” – Affordability. 1. Availability/accessibility. Applies to activities that make services, infrastructure, housing, and shelter available and accessible. Note that accessibility does not refer only to physical barriers. 2. Affordability. Applies to activities that provide affordability in a variety of ways. It can include the creation or maintenance of affordable housing, basic infrastructure hookups, or services such as transportation or day care. 3. Sustainability. Applies to activities that promote livable or viable communities and neighborhoods by providing services or by removing slums or blighted areas. C. Household Characteristics. Complete one line for each tenant receiving tenant-based rental assistance from the HOME Program. Tenant’s Last Name. Enter the tenant’s last name if the name is 5 letters or less. Enter the first five letters of the last name if the name is more than five letters or a unique file identification number. # of Bdrms. Enter 0 for a single room occupancy (SRO) unit or for an efficiency unit, 1 for 1 bedroom, 2 for 2 bedrooms, 3 for 3 bedrooms, 4 for 4 bedrooms, and 5 for 5 or more bedrooms. Sec Dep. Enter the amount of HOME funds to be paid to the tenant or owner as a security deposit payment (to the nearest dollar). Tenant Monthly Rent. Enter the actual rent, including utilities, to be paid by the tenant at the time of activity completion (to the nearest dollar). If the rent includes utilities, or, if the rent includes partial utilities, e.g., heat, but not electricity, these utility costs must be added to the rent. Compute utility costs for the area (and in the case of partial utilities, compute costs for utilities excluded from the rent), by using the utility allowance schedule produced by the local Public Housing Authority (PHA). TBRA Monthly Rent. Enter the amount of HOME funds to be paid to the tenant or owner as a rent subsidy payment, including any utility allowances (to the nearest dollar). Total Monthly Rent. The total monthly rent is automatically calculated by IDIS. Household % of Med. For each household assisted with HOME funds, enter one code only based on the following definitions: 1. 0 to 30% refers to a household whose annual income is at or below 30 percent of the median family income for the area, as determined by HUD with adjustments for smaller and larger families. 2. 30+ to 50% refers to a household whose annual income exceeds 30 percent and does not exceed 50 percent of the median family income for the area, as determined by HUD with adjustments for smaller and larger families. 3. 50+ to 60% refers to a household whose annual income exceeds 50 percent and does not exceed 60 percent of the median family income for the area, as determined by HUD with adjustments for smaller and larger families. 4. 60+ to 80% refers to a household whose annual income exceeds 60 percent and does not exceed 80 percent of the median family income for the area, as determined by HUD with adjustments for smaller and larger families. Household Hispanic? Y/N. For each household assisted with HOME funds, enter the ethnicity of the head of household as either “Y” for Hispanic or Latino or “N” for not Hispanic nor Latino. Hispanic or Latino ethnicity is defined as a person of Cuban, Mexican, Puerto Rican, South/Central American, or other Spanish culture or origin, regardless of race. The term, “Spanish origin,” can be used in addition to “Hispanic or Latino.” Household Race. For each household assisted with HOME funds, enter one code only based on the following definitions: 11. White. A person having origins in any of the original peoples of Europe, North Africa or the Middle East. 12. Black/African American. A person having origins in any of the black racial groups of Africa. Terms such as “Haitian” or “Negro” can be used in addition to “Black or African American.” 13. Asian. A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian subcontinent including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand and Vietnam. 14. American Indian or Alaska Native. A person having origins in any of the original peoples of North and South America (including Central America), and who maintains affiliation or community attachment. 15. Native Hawaiian or Other Pacific Islander. A person having origins in any of the original people of Hawaii, Guam, Samoa or other Pacific Islands. 16. American Indian/Alaska Native & White. A person having these multiple race heritages as defined above. 17. Asian & White. A person having these multiple race heritages as defined above. 18. Black/African American & White. A person having these multiple race heritages as defined above. 19. American Indian or Alaska Native & Black or African American. A person having these multiple race heritages as defined above. 20. Other multi-racial. For reporting individual responses that are not included in any of the other categories listed above. Page 362 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B Page 4 of 4 Revised (8/06) Household Size. Enter the appropriate number of persons in the household: 1, 2, 3, 4, 5, 6, 7, or 8 (for households of more than 8, enter 8). Household Type. For each household assisted with HOME funds, enter one code only based on the following definitions: 1. Single, non-elderly. One-person household in which the person is not elderly. 2. Elderly. One or two person household with a person at least 62 years of age. 3. Single parent. A single parent household with a dependent child or children (18 years old or younger). 4. Two parents. A two-parent household with a dependent child or children (18 years old or younger). 5. Other. Any household not included in the above 4 definitions, including two or more unrelated individuals. Tenant Contract Paid To. Enter an O, if the TBRA Monthly Rent will be paid to the Owner. Enter a T, if it will be paid to the Tenant. Tenant Contract New? Enter a Y, if the tenant is newly assisted. Enter an N, if the tenant’s assistance is being renewed. Tenant Contract Months. Enter the number of months in the contract with the tenant. Valid entries are 1 to 24. D. Total/Subtotal of HOME Funds Requested. Enter the total amount of HOME funds requested for the activity. This amount includes the TBRA Monthly Rent for each tenant multiplied by the Tenant Contract Months. It also includes the security deposit amount for each tenant, if requested. E. TBRA: Units Number of TBRA units designated for the homeless. Of the total number of TBRA units in the activity, enter the number designated for the homeless. Homeless is defined as (1) an individual or family who lacks fixed, regular, and adequate nighttime residence; or (2) An individual or family who has a primary nighttime residence that is: (a) a supervised publicly or privately operated shelter designed to provide temporary living accommodations (including welfare hotels, congregate shelters, and transitional housing for the mentally ill; (b) an institution that provides a temporary residence for individuals intended to be institutionalized; or (c) a public or private place not designed for, or ordinarily used as, a regular sleeping accommodation for human beings. Of those, the number designated for the chronically homeless. Of the number of units designated for the homeless, enter the number designated for the chronically homeless. A chronically homeless person is defined as an unaccompanied homeless individual with a disabling condition who has either: (1) been continuously homeless for a year or more, or (2) has had at least four episodes of homelessness in the past three years. A disabling condition is defined as a diagnosable substance use disorder, serious mental illness, developmental disability, or chronic physical illness or disability. For the purpose of determining chronically homelessness, a homeless person an unaccompanied individual sleeping in a place not meant for human habitation or in an emergency homeless shelter. Note: IDIS will default to zero if units are not entered in these fields. Faith-based Organization. Was this activity carried out by a faith- based organization (y/N)? Enter “Y” if it is known or if the organization declares itself to be a faith-based organization. If not, enter “N”. Note: IDIS will enter the default answer of “N” if an answer is not typed in the field. Page 363 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B ATTACHMENT H AUTHORIZATION FOR RELEASE OF INFORMATION Each household member 18 years or older must read and sign an Authorization Form for Release of Information. A separate form is included in this package for each adult. If you need additional Authorization forms, please contact the City of Chula Vista Development Services -Housing Division. I, (legal name), do hereby authorize any agencies, offices, groups organizations or business firms to release to the CITY OF CHULA VISTA any information or materials which are deemed necessary to complete and verify my application for participation and/or to maintain my continued assistance under the HOME TBRA Program, and/or Low-Income Housing Programs. The information needed may include verification or inquiries regarding my identity, household members, employment and income, assets, allowances or preferences I have claimed, and residency. These organizations are to include, but are not limited to: financial institutions; Employment Security Commission; educational institutions; past or present employers; Social Security Administration; welfare and food stamps agencies; Veteran’s Administration, court clerks; utility companies; Workmen’s Compensation Payers; public and private retirement systems; law enforcement agencies; medical facilities and credit providers. I understand that the Department of Housing and Urban Development (HUD) and/or the CITY OF CHULA VISTA (City) may utilize third parties to verify information and other computer matching programs in order to verify the information supplied on my application or recertification. It is understood and agreed that this authorization or the information obtained with its use may be given to and used by HUD and/or City in the administration and enforcement of program rules and regulations and that HUD and/or City may in the course of its duties obtain such information from other Federal State or local agencies, including State Employment Security Agencies; Department of Defense; Office of Personnel Management; the Social Security Administration; and State welfare and food stamp agencies. If there is a discrepancy between the information provided by the above sources and the information that I have provided, I understand that City may take action to terminate my benefits and will require the repayment of benefits I was not eligible to receive. It is with my understanding and consent that a photocopy of this authorization may be used for the purposes stated above. This authorization is valid for two years from the date of my signature. Address City State Zip Social Security Number Date of Birth Telephone Number Signature Date Signed Page 364 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B ATTACHMENT I HUD APPROVED WAIVERS Page 365 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-7000 OFFICE OF THE ASSISTANT SECRETARY FOR COMMUNITY PLANNING AND DEVELOPMENT April 10, 2020 MEMORANDUM FOR: All Community Planning and Development Field Office Directors, Deputy Directors, and Program Managers FROM: John Gibbs, Acting Assistant Secretary for Community Planning and Development (D) SUBJECT: Availability of Waivers and Suspensions of the HOME Program Requirements in Response to COVID -19 Pandemic This memorandum provides guidance and the necessary statutory suspensions and regulatory waivers to enable HOME participating jurisdictions (PJs) affected by the Coronavirus Disease 2019 (COVID-19) pandemic to use HOME funds to address immediate housing needs and to help prevent spread of the virus. The memorandum is divided into two sections. Section I addresses PJs located in areas covered by a major disaster declaration made under Title IV of the Robert T. Stafford Disaster Relief and Emergency Assistance Act (Stafford Act). Section II describes regulatory waivers available to all HOME PJs, not just those included in a major disaster declaration. Provisions that are not specifically suspended or waived remain in full effect. CPD Field Offices shall inform PJs of the availability of these suspensions and waivers. A PJ that intends to implement the HOME statutory suspensions and/or regulatory waivers identified below, must send written notification via e-mail to the CPD Division in its local HUD Field Office before it implements the waiver or suspension. This written notification must identify which suspensions and/or waivers the PJ plans to use. Waiver and Suspension Authority Section 290 of the Cranston-Gonzalez National Affordable Housing Act of 1990 (NAHA), as amended, authorizes HUD to suspend HOME statutory requirements to assist PJs in addressing the damage in an area for which the President has issued a major disaster declaration under Title IV of the Stafford Act and to assist them in disaster recovery. Upon determination of good cause, in accordance with 24 CFR 5.110, HUD may waive regulatory provisions subject to statutory limitations. These provisions provide HUD the authority to make waiver determinations for the HOME program. I. Statutory Suspensions and Regulatory Waivers Available Only to Major Disaster Areas Pursuant to the authority provided in Section 290 of NAHA and 24 CFR 5.110, I hereby find good cause, as stated in the justifications that follow, to suspend the statutory provisions and waive the related regulatory provisions described below for PJs covered by a major disaster declaration under Title IV of the Stafford Act as a result of the COVID-19 pandemic. These suspensions and waivers are also available to any PJ that receives a major disaster declaration related to the COVID- www.hud.gov espanol.hud.gov Page 366 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 2 19 pandemic after the date of this memorandum. These suspensions and waivers are intended to provide maximum administrative flexibility to PJs and better assist low-and very low-income households as they deal with the effects of the COVID-19 pandemic. 1. 10% Administration and Planning Cap Requirement: Limitation on the Use of HOME Funds for Administrative Costs Citations: Section 212(c) of NAHA and 24 CFR 92.207 Explanation: These provisions limit the amount of HOME funds that a PJ may use for administrative and planning costs associated with its HOME award. A PJ may expend up to 10 percent of its annual HOME allocation, plus any program income received, for administrative and planning costs. These provisions are suspended to enable the PJ to expend up to 25 percent of its FY 2019 and FY 2020 allocations and program income received for administrative and planning costs. Justification: This suspension is required to provide the PJ adequate funds to pay for the increased cost of administering HOME-related activities to address the effects of COVID-19, including attempts to prevent the spread of the virus. The suspension is also intended to relieve the PJ of the burden of identifying other general funds to pay HOME administrative and planning costs at a time when the State and local tax revenues that provide general operating revenue are decreasing. Applicability: This suspension and waiver applies to the FY 2019 and FY 2020 HOME allocations of PJs that are covered by a major disaster declaration. 2. CHDO Set-aside Requirement Requirement: Set-aside for Community Housing Development Organizations (CHDOs) Citations: Section 231 of NAHA and 24 CFR 92.300(a)(1) Explanation: These provisions establish a set-aside for CHDOs. The PJ must use 15 percent of each annual allocation of HOME funds only for housing owned, developed, or sponsored by CHDOs. Justification: The suspension and waiver are required to relieve the PJ of requirements that may impede the obligation and use of funds to expeditiously assist families affected by the COVID-19 pandemic. Suspension of the CHDO set-aside will immediately make additional HOME funds available for activities such as tenant-based rental assistance for which CHDO set-aside funds cannot be used. Page 367 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 3 Applicability: The CHDO set-aside requirement is reduced to zero percent for the fiscal year 2017, 2018, 2019, and 2020 allocations of State and local PJs. 3. Limits and Conditions on CHDO Operating Expense Assistance Requirement: Operating Assistance for Community Housing Development Organizations (CHDOs) Citations: Section 212(g) and 234(b) of NAHA; 24 CFR 92.208 and 24 CFR 92.300(e) and (f) Explanation: Section 212(g) of NAHA and 24 CFR 92.208 limit the amount of CHDO operating assistance that a PJ may provide to 5% of each annual HOME allocation. Section 234(b) of NAHA and 24 CFR 92.300(f) limit the amount of CHDO operating assistance, in combination with certain other forms of assistance, that each CHDO may receive to the greater of 50% of its annual operating budget or $50,000. 24 CFR 92.300(e) requires a CHDO receiving operating assistance that is not currently receiving CHDO set-aside funding for a specific project to be expected to receive such funding within 24 months. These statutory provisions are suspended and regulatory provisions are waived to permit a PJ to provide up to 10% of its FY 2019 and FY 2020 HOME allocations as operating assistance to CHDOs and to permit a CHDO to receive funding to fill operating budget shortfalls, even if the amount exceeds the higher of $50,000 or 50% of its annual operating budget. Furthermore, PJs will not be required to include a provision in the written agreement with the CHDO that the CHDO is expected to receive CHDO set- aside funds within 24 months of receiving the additional operating assistance, as required in 24 CFR 92.300(e). Justification: The suspension and waiver of these requirements is required to ensure that CHDOs are able to maintain operations and retain staff capacity to own, develop and sponsor housing with CHDO set-aside funds to serve communities impacted by the COVID-19 pandemic. Applicability: PJs in areas covered by a major disaster declaration may use up to 10% of their FY 2019 and FY 2020 allocations for CHDO operating assistance. A CHDO receiving increased operating assistance must use the assistance to maintain organizational capacity during the COVID-19 pandemic. CHDOs may receive increased operating assistance under these suspensions and waivers through June 30, 2021. Page 368 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 4 4. Matching Contribution Requirements Requirement: Reduction of Matching Contributions Citation: 24 CFR 92.218 and 92.222(b) Explanation: The provisions of 24 CFR 92.218 and 24 CFR 92.222(b) require all HOME PJs to contribute throughout the fiscal year to housing that qualifies as affordable housing under the HOME program. The contributions must total no less than 25 percent of the HOME funds drawn from the PJ’s HOME Investment Trust Fund Treasury account. The COVID-19 pandemic has drastically reduced economic activity, reducing state and local tax revenues and placing financial strain on PJs as they deliver urgently needed public health, emergency housing, education, community and social services. Reducing the matching requirement for PJs in areas covered by a major disaster declaration by 100 percent for FY 2020 and FY 2021 will ease the economic burden on PJs and eliminate the need for them to identify other sources of match for HOME activities. Justification: Given the urgent housing and economic needs created by COVID-19, and the substantial financial impact the PJ will face in addressing those needs, waiver of these regulations will relieve the PJ from the need to identify and provide matching contributions to HOME projects. Applicability: This match reduction applies to funds expended by a PJ located in Presidentially declared-disaster area between October 1, 2019 and September 30, 2021. II. Regulatory Waivers Available to All Participating Jurisdictions The following regulatory waivers are available to all PJs, not just those PJs covered by a major disaster declaration under Title IV of the Stafford Act. Pursuant to the authority provided in 24 CFR 5.110, I hereby waive the HOME regulatory requirements specified below for all HOME PJs. 1. Citizen Participation Reasonable Notice and Opportunity to Comment Citation: 24 CFR 91.105(c)(2) and (k) (Local governments), 24 CFR 91.115(c)(2) and (i) (States), and, 24 CFR 91.235(e) (Insular areas) 24 CFR 91.401 (Consortia) Explanation: The regulations at 24 CFR 91.105(c)(2) and (k) (Local governments), 24 CFR 91.115(c)(2) and (i) (States), 24 CFR 91.235(e) (Insular Areas), and 24 CFR 91.401 (Consortia) set forth the citizen participation requirements for PJs. For substantial amendments to the consolidated plan, the regulations require the PJ to follow its citizen participation plan to provide citizens with reasonable notice and opportunity to comment. The citizen participation Page 369 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 5 plan must state how reasonable notice and opportunity to comment will be given. This waiver will permit PJs amending their plans as a result of the COVID-19 pandemic to reduce the comment period to 5 days. Justification: Given the unprecedented economic disruptions caused by the COVID-19 pandemic, PJs may need to expeditiously reprogram HOME funds to activities that more directly meet their immediate housing needs, including reprogramming funds to cover increased administrative costs or away from other development activities. Requiring these PJs to complete the required public comment period would cause undue delays in the face of urgent and growing need. PJs must have the ability to respond immediately to the unprecedented housing need caused by the COVID-19 pandemic. Applicability: This waiver is in effect for any necessary substantial amendments to FY 2020 and earlier consolidated plans or action plans. 2. Income Documentation Requirement: Source Documentation for Income Determinations Citations: 24 CFR 92.203(a)(1) and (2), 24 CFR 92.64(a) (Insular Areas) Explanation: These sections of the HOME regulation require initial income determinations for HOME beneficiaries by examining source documents covering the most recent two months. 24 CFR 92.64(a) applies these requirements to Insular Areas. Justification: This waiver permits the PJ to use self-certification of income, as provided at §92.203(a)(1)(ii), in lieu of source documentation to determine eligibility for HOME assistance of persons requiring emergency assistance related to COVID-19. Many families affected by actions taken to reduce the spread of COVID-19, such as business closures resulting in loss of employment or lay- offs, will not have documentation that accurately reflects current income and will not be able to qualify for HOME assistance if the requirement remains effective. Applicability: The waiver applies to individuals and families that have lost employment or income either permanently or temporarily due to the COVID-19 pandemic and who are applying for admission to a HOME rental unit or a HOME tenant-based rental assistance program. This waiver also applies to homeless individuals and families who are applying for admission to a HOME rental unit or a HOME tenant-based rental assistance program. Timely provision of this assistance will reduce the spread of COVID-19. If a PJ chooses to use this waiver availability, the PJ must ensure that self- certified income takes into consideration all income, including any Page 370 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 6 unemployment and emergency benefits the applicant will receive. However, for purposes of an applicant’s self-certification, emergency tax relief (commonly referred to as stimulus payments) is not to be included as an emergency benefit. Also, the PJ must arrange to conduct on-site rent and income reviews within 90 days after the waiver period. The PJ must include tenant income certifications in each project file. This waiver remains in effect through December 31, 2020. 3. On-Site Inspections of HOME-assisted Rental Housing Requirement: Ongoing Periodic Inspections of HOME-assisted Rental Housing Citation: 24 CFR 92.504(d)(1)(ii) and 24 CFR 92.64(a) (Insular Areas) Explanation: These provisions require that during the period of affordability PJs perform on-site inspections of HOME-assisted rental housing to determine compliance with the property standards at §92.251 and to verify the information submitted by the owners in accordance with the income and rent requirements of §92.252. On-site inspections must occur at least once every three years during the period of affordability. 24 CFR 92.64(a) applies these requirements to Insular Areas. Justification: Waiving the requirement to perform ongoing on-site inspections will help protect PJ staff and limit the spread of COVID-19. To protect PJ staff and reduce the spread of COVID-19, this waiver extends the timeframe for PJs to perform on-going periodic inspections and on-site reviews to determine a HOME rental project’s compliance with property standards and rent and income requirements. Applicability: The waiver is applicable to ongoing periodic inspections and does not waive the requirement to perform initial inspections of rental properties upon completion of construction or rehabilitation. Within 120 days of the end of this waiver period, PJs must physically inspect units that would have been subject to on-going inspections during the waiver period. The waiver is also applicable to on-site reviews to determine a HOME rental project’s compliance with rent and income requirements if the project owner is unable to make documentation available electronically. The waiver is in effect through December 31, 2020 4. Annual Inspection of Units Occupied by Recipients of HOME Tenant-Based Rental Assistance (TBRA) Requirement: Annual Inspections of TBRA Units Page 371 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 7 Citation: 24 CFR 92.504(d)(1)(iii); 24 CFR 92.209(i) requirement for annual re-inspections and 24 CFR 92.64(a) (Insular Areas) Explanation: These provisions require PJs to annually inspect each unit occupied by a recipient of HOME TBRA. 24 CFR 92.64(a) applies these requirements to Insular Areas. Justification: Waiving the requirement that these annual inspections be performed according to schedule will protect the health of both inspectors and TBRA tenants by observing physical distancing recommendations to limit the spread of COVID-19. Applicability: The waiver is applicable to annual HQS inspections required to occur from the date of this memorandum through December 31, 2020. At the end of this waiver period, PJs must inspect units that would have been subject to HQS inspections during the waiver period within 120 days of the expiration of the waiver. In addition, PJs shall make reasonable efforts to address any tenant- reported health and safety issues during the waiver period. 5. Four-Year Project Completion Requirement Requirement: Four-Year Project Completion Deadline Citation: 24 CFR 92.205(e)(2) and 24 CFR 92.64(a) (Insular Areas) Explanation: The provision requires that projects assisted with HOME funds be completed within 4 years of the date that HOME funds were committed. If the project is not complete, in accordance with the definition of “project completion” at 24 CFR 92.2, by the deadline, the project is involuntarily terminated in HUD’s Integrated Data Information System (IDIS), and the PJ must repay all funds invested in the project. The regulations permit a PJ to request an extension of the deadline for up to one-year. 24 CFR 92.64(a) applies these requirements to Insular Areas. Justification: This waiver is necessary to provide additional time to permit completion of HOME-assisted projects that may be delayed as a result of the impact of COVID-19 on project timelines. These delays may occur as a result of worker illnesses or efforts to reduce the spread of COVID-19, such as smaller construction crews or delays in local permitting or inspections due to government office closures. Applicability: This waiver applies to projects for which the 4-year project completion deadline will occur on or after the date of this memorandum. The completion deadlines for covered projects are extended to December 31, 2020. Page 372 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 8 6. Nine-Month Deadline for Sale of Homebuyer Units Requirement: Qualification as Affordable Housing: Homeownership Citation: 24 CFR 92.254(a)(3) and 24 CFR 92.64(a) (Insular Areas) Explanation: This provision requires that a homebuyer housing unit developed with HOME funds have a ratified contract for sale to an eligible homebuyer within 9 months of the date of completion of construction or rehabilitation. If there is no ratified sales contract with an eligible homebuyer within 9 months of completion of construction or rehabilitation, the housing must be rented to an eligible tenant in accordance with §92.252. 24 CFR 92.64(a) applies these requirements to Insular Areas. Justification: Many PJs will not be able to meet this deadline due to the effect the COVID-19 pandemic will have on the ability of eligible households to qualify for mortgages as a result of income losses or the inability to schedule inspections, titles searches, or closings during periods of business closures. The waiver is necessary to prevent the loss of homeownership opportunities for HOME-eligible families and temporarily suspend the required corrective action of repayment of HOME funds or conversion of the homebuyer units to rental housing. Applicability: The waiver applies to projects for which the 9-month homebuyer sale deadline occurs on or after the date of this memorandum and extends the deadline for those projects to December 31, 2020. This waiver does not apply to the remaining requirements of the regulation, including that a homebuyer must receive housing counseling, and that a PJ must determine eligibility of a family by including the income of all persons living in the housing. 7. Use of HOME Funds for Operating Reserves for Troubled HOME Projects Requirement: Troubled HOME Projects Citations: 24 CFR 92.210(a) and (b) and 24 CFR 92.64(a) (Insular Areas) Explanation: 24 CFR 92.210 establishes provisions to permit HOME rental projects that are not financially viable (i.e., projects for which operating costs significantly exceed operating revenue) to be preserved through the use of HOME funds to recapitalize project reserves. 24 CFR 92.210(a) requires HUD to review market needs, available resources, and the likelihood of long-term viability of the project before approving this use of HOME funds. 24 CFR 92.210(b) requires a written memorandum of agreement between HUD and the PJ as a precondition of this funding and certain Page 373 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 9 limitations on the amount of funding. 24 CFR 92.64(a) applies these requirements to Insular Areas. Justification: The waiver is necessary to enable PJs to take rapid action to preserve the financial viability of HOME-assisted affordable rental projects currently under a HOME period of affordability. Because existing tenants in HOME units may be unable to meet their rent obligations due to the economic impact of the COVID-19 pandemic, HOME rental projects may experience operating deficits due to the sudden decrease in rental revenue. Applicability: The waiver applies to HOME-assisted rental projects currently within the period of affordability established in the HOME written agreement. PJs will not be required to obtain HUD approval or execute a memorandum of agreement with HUD before providing this assistance. PJs may only exercise this waiver authority when the project owner agrees to forego: 1) any distributions of residual receipts resulting from the project throughout the waiver period and for a period of 6 months thereafter; 2) any right under the existing lease agreement or State or local law to pursue legal action against tenants of HOME-assisted units for non-payment of rent and the collection of any fees associated with late payments without prior approval of the PJ; and 3) any adverse credit reporting against tenants of HOME- assisted units for nonpayment of rent or fees without prior approval of the PJ. The PJ may provide additional HOME funds to recapitalize operating deficit reserves for HOME-assisted rental projects if the PJ determines that the project is experiencing operating deficits related to the economic effects of the COVID-19 pandemic during the waiver period. The PJ may only provide this assistance to projects experiencing operating deficits that will not be covered by insurance or other sources (e.g., other private, local, state, or federal funds). The maximum amount of HOME assistance that may be provided is equal to the total of the project’s operating expenses, previously scheduled payments to a replacement reserve, and actual debt service (excluding debt service of loans in forbearance) multiplied by the proportionate share of HOME- assisted units to the total number of units in the project for the period beginning on April 1, 2020 and ending on December 31, 2020. Project operating expenses may be demonstrated by one of the following:  The Owner’s most recent year to date financials for the project;  Certified project-level accounting records covering the most recent 3 months; and  Copies of project-level bank statements covering the most recent 3 months. Page 374 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 10 Project operating expenses may also be adjusted due to COVID-19-related expenditures and foregone expenses due to social distancing measures and other COVID-19-related impacts. An owner may demonstrate these expenses with recent receipts, copies of work orders, revised budgets that have been certified by the project owner as true, accurate representations of current expenditures. In order to take advantage of this waiver, PJs must amend the HOME written agreement with the project owner to include the amount of HOME funds that will be provided to an operating reserve (i.e., the proportion of total costs attributable to HOME units as described in the paragraph above), the costs eligible to be paid with HOME funds in the operating reserve (i.e., operating expenses, scheduled payments to a replacement reserve, and qualifying debt service), and the documentation the PJ is required to maintain to demonstrate the allowable amounts and eligibility of costs paid with the HOME funds in the operating reserve. The written agreement must specify that the owner must forego: 1) any distributions of residual receipts during the period this waiver is in effect and for a period of 6 months thereafter; 2) any right under the existing lease agreement or State or local law to pursue legal action against tenants of HOME-assisted units for non-payment of rent and the collection of any fees associated with late payments without prior approval of the PJ; and 3) any adverse credit reporting against tenants of HOME-assisted units for nonpayment of rent or fees without prior approval of the PJ. Within 6 months following the waiver period, the PJ must review the project’s records of actual revenue and operating expenses, total amount of HOME funds expended from the operating reserve, and the eligibility of expenses by examining invoices and receipts. The written agreement must require the project owner to repay any expenditures for costs determined to be ineligible and any balance of HOME funds remaining in the reserve after December 31, 2020. Any HOME funds repaid to the PJ must be deposited in the local HOME account and reported as program income in IDIS. The waiver is effective through December 31, 2020. 8. Timeframe for a Participating Jurisdiction’s Response to Findings of Noncompliance Requirement: Corrective and Remedial Actions Citations: 24 CFR 92.551(b)(1) and 24 CFR 92.64(a) (Insular Areas) Explanation: 24 CFR 92.551(b)(1) requires that if HUD determines preliminarily that a PJ has not met a provision of the HOME regulations, the PJ must be notified and given an opportunity to respond within a time period prescribed by Page 375 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 11 HUD, not to exceed 30 days. 24 CFR 92.64(a) applies this requirement to Insular Areas. Justification: The waiver is necessary to permit HUD to provide PJs with an extended period to respond to findings of noncompliance in recognition of the unanticipated circumstances created by the COVID-19 pandemic. While HUD must continue its oversight function for the HOME Program, requiring PJs to respond to all findings of noncompliance within 30 days may interfere with a PJ’s ability to address the unprecedented housing needs caused by the COVID-19 pandemic. Applicability: The waiver applies to all findings of HOME regulatory noncompliance issued from the date of this memorandum through December 31, 2020. In the notice of findings, HUD will specify a time period for the PJ’s response based on the nature of the noncompliance and required corrective action(s). HUD may also, upon request by the PJ, extend time periods imposed before the date of this memorandum. Questions regarding this waiver should be directed to Virginia Sardone, Director, Office of Affordable Housing Programs (OAHP), or your OAHP desk officer. Participating jurisdictions and other HOME Program participants should contact the CPD Division of their local HUD Field Office. Page 376 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, DC 20410-7000 OFFICE OF THE ASSISTANT SECRETARY FOR COMMUNITY PLANNING AND DEVELOPMENT April 10, 2020 MEMORANDUM FOR: All CPD Field Division Directors, Deputy Directors, and Program Managers FROM: John Gibbs, Acting Assistant Secretary for Community Planning and Development (D) SUBJECT: Suspensions and Waivers to Facilitate Use of HOME-Assisted Tenant-Based Rental Assistance (TBRA) for Emergency and Short-term Assistance in Response to COVID-19 Pandemic This memorandum provides guidance and the necessary statutory suspensions and regulatory waivers to enable HOME participating jurisdictions (PJs) affected by the Coronavirus Disease 2019 (COVID-19) pandemic to use HOME tenant-based rental assistance (TBRA) funds to facilitate urgent housing assistance to the communities and families experiencing financial hardship. The memorandum is divided into two sections. Section I addresses PJs located in the areas covered by a major disaster declaration made under Title IV of the Robert T. Stafford Disaster Relief and Emergency Assistance Act (Stafford Act). Section II describes regulatory waivers available to all HOME PJs not just those PJs included in a major disaster declaration. Provisions that are not specifically suspended or waived remain in full effect. While HOME program funds are primarily a resource for the physical development of affordable housing, the Department recognizes that the COVID-19 pandemic has caused widespread economic damage and created an unprecedented need for housing assistance among individuals and families directly affected by these unanticipated economic changes. The suspensions and waivers provided in this memorandum will allow PJs to use HOME funds for TBRA to individuals and families experiencing financial hardship as a result of the COVID-19 pandemic, including 1) providing immediate rental assistance to individuals and families seeking housing, 2) assisting households that have housing but face reduced or lost wages, and 3) assisting existing TBRA families that need additional assistance due to reduced or lost wages. CPD Field Offices shall inform PJs of the availability of these suspensions and waivers. A PJ that intends to implement the HOME statutory suspensions and/or regulatory waivers identified below must send written notification via e-mail to the CPD Division in its local HUD Field Office before it implements the waiver and/or suspension. This written notification must identify which suspensions and/or waivers the PJ plans to use. Waiver and Suspension Authority Section 290 of the Cranston-Gonzalez National Affordable Housing Act of 1990 (NAHA), as amended, authorizes HUD to suspend, respectively, HOME statutory requirements to assist PJs in addressing the damage in an area for which the President has issued a major disaster declaration under Title IV of the Stafford Act and to assist them in disaster recovery. www.hud.gov espanol.hud.gov Page 377 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 2 Upon determination of good cause, in accordance with 24 CFR 5.110, HUD may waive regulatory provisions subject to statutory limitations. These provisions provide HUD the authority to make waiver determinations for the HOME program. I. Statutory Suspensions and Regulatory Waivers Available Only to Major Disaster Areas Pursuant to the authority provided in Section 290 of NAHA and 24 CFR 5.110, I hereby find good cause, as stated in the justifications that follow, to suspend HOME statutory requirements and waive related regulatory requirements specified below for PJs covered by a major disaster declaration under the Title IV of the Stafford Act as a result of the COVID-19 pandemic. Consolidated Plan – HOME Certification, Analysis of Local Market Conditions, and Citizen Participation Citations: Section 212(a)(3)(A)(i) of NAHA and 24 CFR 92.209(b) 24 CFR 91.105(c)(2) and (k), 24 CFR 91.215(b)(1) and (e) and 24 CFR 91.225(d)(1) (Local governments), 24 CFR 91.115(c)(2) and (i), 24 CFR 91.315(b)(1) and (e) and 24 CFR 91.325(d)(1) (States), 24 CFR 91.401, 24 CFR 91.415 and 24 CFR 91.425(2)(i) (Consortia), and 24 CFR 91.235(e) and 24 CFR 92.61 (Insular Areas) Explanation: Section 212(a)(3)(A)(i) of NAHA requires that a PJ that intends to use HOME funds for TBRA certify that the provision of such assistance is an essential part of its Consolidated Plan based on an analysis of local market conditions. This requirement is codified in 24 CFR 92.209(b) and for Insular Areas 24 CFR 92.61, as well as in the Consolidated Submissions for Community Planning and Development Programs regulations at 24 CFR 91.215(b)(1) and (e) and 91.225(d)(1) (for local governments), 24 CFR 91.315(b)(1) and (e) and 91.325(d)(1) (for States), and 24 CFR 91.415 and 91.425(2)(i) (for Consortia). When amending its Consolidated Plan, a PJ must follow the citizen participation plan it developed and adopted in accordance with 24 CFR 91.105(c)(2) and (k) (for local governments), 24 CFR 91.115(c)(2) and (i) (for States), 24 CFR 91.235(e) (Insular Areas), and 24 CFR 91.401 (for Consortia). The citizen participation plan must provide citizens with reasonable notice and an opportunity to comment. The citizen participation plan must state how reasonable notice and an opportunity to comment will be given and provide a period of not less than 30 calendar days to allow citizens to submit comments. This suspension will eliminate: 1) the requirement for PJs to amend their Consolidated Plans to include or revise an analysis of local market conditions before implementing a TBRA program; and 2) the requirement that PJs certify that the use of HOME funds for TBRA is an essential element of the Consolidated Plan and that it has conducted an analysis of local needs. PJs that choose to use HOME TBRA to Page 378 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 3 address the urgent housing needs resulting from the COVID-19 pandemic may do so by amending their Annual Action Plan to reflect the use of HOME funds for TBRA without meeting these requirements. Justification: Given the unprecedented economic disruptions and associated job losses caused by the COVID-19 pandemic, there is an urgent need for TBRA assistance in communities across the country. Requiring PJs to conduct an analysis of local market conditions, amend their Consolidated Plan, and complete the required public comment period would cause undue delays in commencing TBRA programs to address the urgent and growing need. PJs must have the ability to respond immediately to the unprecedented housing needs created by the COVID-19 pandemic. Applicability: This suspension and regulatory waiver is applicable to a PJ’s current 5-year Consolidated Plan and any Consolidated/Action Plans being amended to reprogram funds to TBRA to address housing needs related to the COVID-19 pandemic. Tenant Selection and Targeted Assistance Citation: Section 212(a)(3)(A)(ii) of NAHA, 24 CFR 92.209(c) and 24 CFR 92.64(a) (Insular Areas) Explanation: Section 212(a)(3)(A)(ii) of NAHA requires a PJ to establish written tenant selection criteria for its TBRA program. In accordance with 24 CFR 92.209(c), or 24 CFR 92.64(a) for Insular Areas, those criteria must be consistent with the local housing needs and priorities established in the PJ’s Consolidated Plan. This suspension will eliminate the need for PJs to develop or revise written tenant selection criteria and will allow PJs to assist individuals requiring immediate housing assistance as a result of the COVID-19 pandemic. Justification: Given the sudden onset and severe effects of the COVID-19 pandemic, PJs could not anticipate the urgent, widespread housing needs created by the pandemic or reflect those needs and priorities in the Consolidated Plan. Suspending this provision will provide PJs with greater flexibility to expeditiously use TBRA as a resource to assist individuals and families affected by the COVID-19 pandemic. Applicability: Suspending Section 212(a)(3)(A)(ii) of NAHA and waiving 24 CFR 92.209(c) and 24 CFR 92.64(a) for Insular Areas eliminates the requirement for PJs to establish new or revise existing tenant selection criteria for the HOME TBRA program. The statutory suspension and regulatory waiver are in effect through December 31, 2020, for TBRA provided in response to the COVID-19 pandemic. However, a PJ must document its criteria for selecting individuals and families to be assisted by the TBRA program. Page 379 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 4 II. Regulatory Waivers Available to All Participating Jurisdictions The following regulatory waivers are available to all PJs, not just those PJs covered by a major disaster declaration under Title IV of the Stafford Act. Pursuant to the authority provided in 24 CFR 5.110, I hereby waive the HOME regulatory requirements specified below for all HOME PJs. Citizen Participation Reasonable Notice and Opportunity to Comment Citation: 24 CFR 91.105(c)(2) and (k) (Local governments), 24 CFR 91.115(c)(2) and (i) (States), 24 CFR 91.235(e) (Insular Areas), and 24 CFR 91.401 (Consortia) Explanation: The regulations at 24 CFR 91.105(c)(2) and (k) (Local governments), 24 CFR 91.115(c)(2) and (i) (States), 24 CFR 91.235(e) (Insular Areas), and 24 CFR 91.401 (Consortia) set forth the citizen participation requirements for PJs. For substantial amendments to the Consolidated Plan, the regulations require the PJ to follow its citizen participation plan to provide citizens with reasonable notice and opportunity to comment. The citizen participation plan must state how reasonable notice and opportunity to comment will be given. This waiver will permit PJs amending their plans as a result of the COVID-19 pandemic to reduce the comment period to 5 days. Justification: Given the unprecedented economic disruptions caused by the COVID-19 pandemic, the need for this type of assistance in communities across the country is clear. Requiring these PJs to complete the required public comment period would cause undue delays in commencing TBRA programs to address an urgent and growing need. PJs must have the ability to respond immediately to the unprecedented housing need caused by the COVID-19 pandemic. Applicability: This waiver applies to any approved Annual Action Plan being amended to reprogram funds to TBRA to address housing needs related to the COVID-19 pandemic. Rent Reasonableness Citations: 24 CFR 92.209(f) and 24 CFR 92.64(a) (Insular Areas) Explanation: In accordance with the HOME regulations at 24 CFR 92.209(f), a PJ must disapprove a lease if the rent is not reasonable, based on an assessment of rents charged for comparable unassisted rental units. The HOME regulations at 24 CFR 92.64(a) applies this requirement to Insular Areas. This waiver will permit PJs to provide immediate rental assistance to individuals and families seeking housing and assist individuals and families that have housing but are experiencing reduced or lost wages, without requiring an assessment of rents charged for comparable unassisted rental units. Page 380 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 5 Justification: Given the unprecedented need for rental assistance for individuals facing financial hardship during the pandemic, requiring PJs to conduct a rent comparison prior to providing rental assistance presents an undue administrative burden. PJs must focus on providing immediate housing for income-eligible individuals currently not in stable housing, as well as assistance to income-eligible individuals that currently have housing, but are unable to pay rent and/or utilities due to lost or reduced wages. In the latter case, some households affected by sudden economic disruptions may be occupying housing with rents that would exceed a PJ’s established rent reasonableness standard. Without this waiver, those households could not be assisted with HOME TBRA. Applicability: This waiver is applicable to TBRA provided to individuals and tenant households experiencing financial hardship because of a reduction or loss of income. This requirement is waived through December 31, 2020, for TBRA provided in response to the COVID-19 pandemic. PJs using this waiver authority must execute a rental assistance contract with the owner or tenant. Eligible Tenant-based Rental Assistance Costs and Maximum TBRA Subsidy Citation: 24 CFR 92.209(a) and (h) and 24 CFR 92.64(a) (Insular Areas) Explanation: The HOME regulations at 24 CFR 92.209(a) state that eligible TBRA costs include rental assistance and security deposit payments made to income-eligible households. PJs can also use HOME funds to provide utility deposit assistance if such assistance is provided in conjunction with TBRA or a security deposit payment. The amount of monthly utility costs included in HOME TBRA is limited by the utility allowance established by the PJ for its TBRA program, irrespective of whether those utilities are paid by the landlord or the tenant. In accordance with 24 CFR 92.209(h), the maximum amount of monthly assistance a PJ may pay to, or on behalf of, a tenant, may not exceed the difference between the PJ’s rent standard and 30 percent of the tenant’s monthly adjusted income. The PJ must establish a minimum tenant contribution to rent, and a rent standard that is based on local market conditions or the subsidy standards under the Section 8 Housing Choice Voucher Program. The HOME regulations at 24 CFR 92.64(a) apply these requirements to Insular Areas. This waiver will allow PJs to pay the full cost of monthly utilities in addition to rental assistance and security deposit payments for new and existing TBRA families affected by the COVID-19 pandemic. PJs may provide up to 100 percent subsidy for rent, security deposit payments, and utility bills paid by tenants affected by a reduction or loss of income from the COVID-19 pandemic. The waiver also eliminates the need for the PJ to establish utility allowances for different types and sizes of units for its TBRA program, which eliminates a significant administrative burden. Page 381 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 6 Justification: The COVID-19 pandemic has caused widespread loss or reduction of income, significantly affecting the financial stability of households, including existing TBRA families, and rendering many unable to pay rent and/or utilities. Households must be able to maintain the basic utilities required to ensure housing remains safe and sanitary. Permitting PJs to use HOME funds to pay for utilities will enable affected households to maintain decent, safe and sanitary housing, which necessarily requires electricity, water, and/or gas service during the pandemic. As individuals experience financial hardship, the amount of assistance required to ensure they remain housed will often exceed the PJ’s payment standard. In addition, individuals may be unable to pay the PJ’s minimum required tenant contribution toward rent. Requiring PJ’s to establish or revise payment standards and the minimum tenant contribution to rent policies in the current emergency would be burdensome and delay the provision of TBRA in response to the pandemic. Applicability: This waiver is applicable to TBRA provided to individuals or families experiencing financial hardship, including existing TBRA families that have experienced a loss or reduction in income due to the COVID-19 pandemic. This requirement is waived through December 31, 2020, for rental assistance provided in response to the COVID-19 pandemic. PJs using this waiver authority must execute a rental assistance contract with the owner or tenant for a term mutually agreed upon by all parties, but not to exceed the December 31, 2020, waiver period. The PJ may make utility payments directly to the tenant or utility company based on utility bills submitted for the assisted unit, either by mail or electronically. Term of Rental Assistance Contract Citation: 24 CFR 209(e) and 24 CFR 92.64(a) (Insular Areas) Explanation: The HOME regulations at 24 CFR 209(e) state that the term of the rental assistance contract must begin on the first day of the term of the lease. For a rental assistance contract between a PJ and an owner, the term of the contract must terminate upon termination of the lease. For a rental assistance contract between a PJ and a family, the term of the contract is not required to terminate upon the termination of the lease, but no payments may be made after lease termination until the family executes a new lease. The HOME regulations at 24 CFR 92.64(a) apply these requirements to Insular Areas. This waiver eliminates the requirement that the rental assistance contract must begin on the first day of the term of lease. Justification: This waiver is necessary to enable PJs to assist tenants that are currently housed, including existing TBRA households, but have experienced sudden financial hardship as a result of the COVID-19 pandemic. Because affected households already have an executed lease, it is impossible for the TBRA contract to begin on the first day of the term of the lease Applicability: This requirement is waived through December 31, 2020, for TBRA provided in Page 382 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 7 response to the COVID-19 pandemic. The PJ’s requirement to execute a rental assistance contract with the owner or tenant is not waived. PJs using this waiver authority must execute a rental assistance contract with the owner or tenant for a term mutually agreed upon by all parties, but not to exceed the December 31, 2020, waiver period. Tenant Protections – Lease Citation: 24 CFR 92.209(g) and 24 CFR 92.64(a) (Insular Areas) Explanation: The HOME regulations at 24 CFR 92.209(g) require that each HOME-assisted tenant have a lease that complies with the tenant protection requirements of 24 CFR 92.253(a) and (b). In accordance with 24 CFR 92.253(a), there must be a lease between the tenant and the owner of rental housing assisted with HOME TBRA. The lease must have a term of not less than one year, unless both parties mutually agree to a shorter period. The lease cannot contain any of the prohibited lease terms defined in 24 CFR 92.253(b). The HOME regulations at 24 CFR 92.64(a) apply these requirements to Insular Areas. This waiver will permit PJs to assist individuals currently housed but facing financial hardship, where an executed lease is already in place. Justification: During the COVID-19 pandemic, PJs may assist individuals that are already in rental units but are unable to pay rent and/or utilities due to job loss or reduced wages. These individuals already have an executed lease that may include one or more of the prohibited lease terms included in 24 CFR 92.253(b). Requiring PJs to immediately execute or amend leases creates an undue administrative burden and may disqualify some in-place tenants from receiving TBRA. Applicability: In response to the COVID-19 pandemic, the requirement that a tenant assisted by TBRA have a lease that complies with the requirements of 24 CFR 92.253(a) and (b) is waived through December 31, 2020, for rental assistance provided to tenants already housed who have an executed lease. PJs using this waiver authority are required to execute a rental assistance contract with the tenant for a term mutually agreed upon by all parties, but not to exceed the waiver period ending on December 31, 2020. PJs must still comply with all VAWA requirements contained in 24 CFR 92.359 by including, at a minimum, a lease addendum that addresses all VAWA requirements. Housing Quality Standards Citation: 24 CFR 92.209(i) and 24 CFR 92.64(a) (Insular Areas) Explanation: The HOME regulations at 24 CFR 92.209(i) require that all housing occupied by households receiving HOME TBRA must meet the housing quality standards (HQS) at 24 CFR 982.401. The PJ is required to inspect the unit for compliance prior to occupancy and annually thereafter. The HOME regulations at 24 CFR 92.64(a) Page 383 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 8 apply these requirements to Insular Areas. This waiver will permit the PJ to rapidly house or assist individuals affected by the COVID-19 pandemic without requiring an initial HQS inspection. Justification: The COVID-19 pandemic has created an unprecedented need for rental assistance for tenant households facing financial hardship. PJs must act quickly to address these needs and requiring HQS inspections of all units where HOME TBRA assistance is provided would create an administrative burden and reduce PJs’ ability to respond timely to the housing needs created by the pandemic. In addition, requiring initial HQS inspections would increase housing inspectors’ risk of contracting or spreading the COVID-19 virus. Applicability: This waiver is applicable to TBRA provided to tenant households experiencing financial hardship. This requirement is waived through December 31, 2020, for rental assistance provided in response to the COVID-19 pandemic. The lead-safe housing requirements of 24 CFR part 35, subpart M, made applicable to units leased by recipients of HOME TBRA by the HOME regulation at 24 CFR 92.355, cannot be waived. Consequently, units built before 1978 must undergo visual evaluation and paint repair in accordance with 24 CFR Part 35, subpart M. PJs using this waiver authority must establish procedures to minimize the risk that tenants are in housing that does not meet HQS, as well as procedures for conducting physical inspections within 120 days following the end of the December 31, 2020, waiver period. Annual Inspection of Units Occupied by Recipients of HOME TBRA Citation: 24 CFR 92.504(d)(1)(iii); 24 CFR 92.209(i) and 24 CFR 92.64(a) (Insular Areas) Explanation: Provisions require PJs to annually inspect each unit occupied by a recipient of HOME TBRA. Justification: Waiving the requirement that these annual inspections be performed according to schedule will protect the health of both inspectors and tenants by observing physical distancing recommendations to limit the spread of COVID-19. Applicability: The waiver is applicable to annual HQS re-inspections required to occur from the date of this memorandum through December 31, 2020. Within 120 days of the end of this waiver period, PJs must physically inspect units that would have been subject to HQS inspections during the waiver period. Income Determinations Citations: 24 CFR 92.203(a)(2) and 24 CFR 92.64(a) (Insular Areas) Explanation: The HOME regulations at 24 CFR 92.203(a)(2) require the PJ to determine a TBRA tenant’s annual income by examining at least 2 months of source Page 384 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DocuSign Envelope ID: 6E429471-7901-4EC8-89D2-C1AF271E032B 9 documentation evidencing income and projecting anticipated income forward for the next 12 months. The HOME regulations at 24 CFR 92.64(a) apply these requirements to Insular Areas. This waiver will permit PJs to follow the regulations at 24 CFR 92.203(a)(1)(ii) in lieu of requiring a review of source documentation. The HOME regulations at 24 CFR 92.203(a)(1)(ii) allow the PJ to obtain a written statement of the amount of the family’s anticipated annual income and household size, along with a certification that the information is complete and accurate. Justification: Given the rapid and unanticipated economic disruptions caused by the COVID-19 pandemic, source documentation from the past two months may not reflect the current financial circumstances of many households. Requiring PJs to determine an individual’s annual income using source documentation would be administratively burdensome, may not reflect current or anticipated income, and may result in individuals or families being incorrectly disqualified from receiving TBRA. Applicability: This waiver is applicable to TBRA provided to individuals or families experiencing financial hardship. This requirement is waived through December 31, 2020, for rental assistance provided in response to the COVID-19 pandemic. The PJ must ensure that the tenant’s self-certification indicates how the tenant’s financial situation has changed, (i.e., job loss or reduced wages), and includes all income, including any unemployment or emergency benefits received by the tenant as a result of the pandemic. However, for purposes of a tenant’s self-certification, emergency tax relief (commonly referred to as stimulus payments) should not be included as an emergency benefit. The PJ must include tenant income certifications in each project file. Questions regarding this waiver should be directed to Virginia Sardone, Director, Office of Affordable Housing Programs (OAHP), or your OAHP desk officer. Participating jurisdictions and other HOME Program participants should contact the CPD Division of their local HUD Field Office. Page 385 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 0 4 P a g e | 1 May 21, 2024 ITEM TITLE Employee Compensation and Bargaining Agreement: Approve an Amendment to the Memorandum of Understanding with Chula Vista Police Officer’s Association; Revised Compensation Schedule; and Budget Amendments Report Number: 24-0171 Location: No specific geographic location Department: Human Resources G.C. § 84308: No 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 Adopt resolutions: A) Approving a Third Amendment to the Memorandum of Understanding (“MOU”) between the City of Chula Vista and Chula Vista Police Officer’s Association (“POA”) Covering the Period of May 4, 2021, to June 30, 2024, Extending Labor Contract Through Fiscal Year 2026-2027; B) Approving the revised Fiscal Year 2023-24 Compensation Schedule effective May 17, 2024, as required by California Code of Regulations., Title 2, Section 570.5; and C) Amending the Fiscal Year 2023-24 budget to appropriate funds, accordingly. (4/5 Vote Required) SUMMARY On May 4, 2021, the City Council approved a Memorandum of Understanding between the City of Chula Vista and the Chula Vista Police Officer’s Association (“POA”) related to wages and other terms and conditions of employment. In April and May 2024, the City and POA engaged in informal discussions and after good faith negotiations, an agreement was reached to extend the term of the MOU to June 30, 2027. 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 Page 386 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 2 Section 15378 of the State CEQA Guidelines; 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 RECOMMENDATION Not applicable. DISCUSSION On May 4, 2021, the City Council approved a Memorandum of Understanding between the City of Chula Vista and the Chula Vista Police Officer’s Association (“POA”) related to wages and other terms and conditions of employment. In April and May 2024, the City and POA engaged in informal discussions and after good faith negotiations, an agreement was reached to extend the term of the MOU to June 30, 2027. Below is a summary of the contract amendment: 1. Salary and Equity Adjustments a. 6% salary increase for all members effective the beginning of the pay period in which the City Council adopts via resolution in open session b. 5% salary increase for all members the first full pay period of July 2025 c. 5% salary increase for all members the first full pay period of July 2026 2. Longevity – Effective the first full pay period in July 2026: a. 5% increase in base pay after serving fifteen (15) or more complete years of fulltime service with the Chula Vista Police Department in a classification represented by POA. b. 7% increase in base pay after serving twenty (20) or more complete years of fulltime service with the Chula Vista Police Department in a classification represented by the POA. c. Only one of the longevity pay amounts may be paid and they may not be combined with each other. The POA membership completed their vote and ratified the third amendment to the POA MOU to include the proposed salary changes on May 13, 2024. Approval of Resolution A approves the Third Amendment to the 2021-2024 Memorandum of Understanding between the City of Chula Vista and POA. Compensation Schedule Requirement California Code of Regulations, Title 2, Section 570.5 requires that, for purposes of determining a retiring employee’s pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets certain requirements and be approved by the governing body in accordance with the requirements of the applicable public meeting laws. The Fiscal Year 2023-2024 Compensation Schedule (“Compensation Schedule”) was approved by the City Council at their meeting of February 13, 2024. Adoption of Resolution B approves the revised Compensation Schedule effective May 17, 2024, which reflects the salary adjustments for positions represented by the POA. Page 387 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 3 Budget Amendments Approval of Resolution C will amend the budget and appropriate funds in the amount of $248,364 to the fiscal year 2023-24 General Fund budget in the Police Department. DECISION-MAKER CONFLICT Staff has determined that the action contemplated by this item is ministerial, secretarial, manual, or clerical in nature and, as such, does not require the City Council members to make or participate in making a governmental decision, pursuant to California Code of Regulations Title 2, section 18702.4(a). Consequently, this item does not present a conflict 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 membe r, 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 this action will increase estimated revenues, increasing the Property Tax category for one-time revenues, and increase appropriations in the Personnel Services expenditure category of the General Fund by $248,364, resulting in no net fiscal impact. Costs of $43,005 in the Measure A Fund and $7,847 in the State Grants Fund will be absorbed by existing salary savings in their respective funds. Any additional adjustments necessary will be incorporated in the fiscal year third quarter report. Staff is requesting proposed budgetary adjustments reflected in the table below: Fund Personnel Revenue Net Impact General Fund $ 248,364 $ 248,364 $ - Total Budget Adjustments $ 248,364 $ 248,364 $ - ONGOING FISCAL IMPACT The ongoing fiscal impact to the General Fund in fiscal year 2024-25 is $2,364,339, of which $1,908,377 is incorporated in the fiscal year 2024-25 Proposed Budget, making the additional fiscal impact to the General Fund in fiscal year 2024-25 $455,962. This shortfall will be addressed during the Quarterly Financial Report process. The fiscal impact in various funds is reflected in the table below: Fund FY 2024-25 General Fund $ 455,962 Measure A Fund 76,127 State Grants Fund 11,239 Total Budget Adjustments $ 543,328 The ongoing impact to the General Fund in fiscal year 2025-26 is $4,414,386 and $6,817,453 in fiscal year 2026-27. Ongoing salary costs will be incorporated into subsequent fiscal year budgets. The fiscal impact in various funds is reflected in the table below: Page 388 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 4 Fund FY 2025-26 FY 2026-27 General Fund $ 4,414,386 $ 6,817,453 Measure A Fund 739,780 1,141,064 State Grants Fund 125,750 191,375 Total Budget Adjustments $ 5,279,916 $ 8,149,892 ATTACHMENTS 1. Third Amendment to the Memorandum of Understanding (“MOU”) between the City of Chula Vista and Chula Vista Police Officer’s Association (“POA”) Covering the Period of May 4, 2021, to June 30, 2024, Extending Labor Contract Through Fiscal Year 2026-2027 2. Revised Fiscal Year 2023-2024 Compensation Schedule effective May 17, 2024 Staff Contact: Tanya Tomlinson, Director of Human Resources/Risk Management Page 389 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING A THIRD AMENDMENT TO THE MEMORANDUM OF UNDERSTANDING (“MOU”) BETWEEN THE CITY OF CHULA VISTA AND CHULA VISTA POLICE OFFICER’S ASSOCIATION (“POA”) COVERING THE PERIOD OF MAY 4, 2021, TO JUNE 30, 2024, EXTENDING LABOR CONTRACT THROUGH FISCAL YEAR 2026-2027 WHEREAS, on May 4, 2021, the City Council approved a Memorandum of Understanding between the City of Chula Vista and the Chula Vista Police Officer’s Association (“POA”) related to wages and other terms and conditions of employment; and WHEREAS, in April and May 2024, the City and POA engaged in informal discussions and after good faith negotiations, an agreement was reached to amend the MOU to extend the term through June 30, 2027, and provide for general salary adjustments and an increase in longevity pay in the third year of the labor contract, a copy of said MOU amendment is on file in the City Clerk’s Office. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby does approve the Third Amendment to the 2021-2024 Memorandum of Understanding between the City of Chula Vista and the Chula Vista Police Officer’s Association (“POA”) bargaining group in the form substantially presented and that the City Manager may make such minor modifications as may be approved or required by the City Attorney’s Office. Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources /Risk Management City Attorney Page 390 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE REVISED FISCAL YEAR 2023-24 COMPENSATION SCHEDULE EFFECTIVE MAY 17, 2024, AS REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 570.5 WHEREAS, California Code of Regulations, Title 2, Section 570.5 requires that, for purposes of determining a retiring employee's pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets certain requirements, including approval by the City’s governing body in accordance with the requirements of applicable public meeting laws; and WHEREAS, the Fiscal Year 2023-24 Compensation Schedule ("Compensation Schedule") was approved by the City Council at their meeting on February 13, 2024, and WHEREAS, any changes including but not limited to, across-the-board increases, classification changes and salary adjustments, approved subsequent to the date of approval, must be reflected on a revised Compensation Schedule and submitted to the City Council for approval; and WHEREAS, the revised Fiscal Year 2023-24 Compensation Schedule effective May 17, 2024, reflects the salary adjustments for positions represented by the Chula Vista Police Officer’s Association (“POA”). NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby does adopt, as required by California Code of Regulations Title 2, Section 570.5, the revised Fiscal Year 2023-24 Compensation Schedule effective May 17, 2024, in the form presented, a copy of which is available in the City Clerk’s Office, that reflects the salary adjustments for positions represented by the POA. Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources /Risk Management City Attorney Page 391 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2023/24 BUDGET AND APPROPRIATING FUNDS THEREFOR 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 is recommending $248,364 in expenditure appropriations to the fiscal year 2023-24 General Fund budget in the Police Department, and WHEREAS, staff is recommending $248,364 in revenue appropriations to the fiscal year 2023-24 General Fund budget in Non-Departmental, resulting in no net fiscal impact; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby amends the fiscal year 2023/24 budget and approves the following appropriations: Summary of General Fund Appropriations General Funds Budget Adjustments Summary Department Personnel Revenue Net Impact Non-Departmental $ - $ 248,364 $ (248,364) Police 248,364 - 248,364 TOTAL GENERAL FUND $ 248,364 $ 248,364 $ - Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources /Risk Management City Attorney Page 392 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda THIRD AMENDMENT TO THE MOU BETWEEN THE CITY OF CHULA VISTA AND THE CHULA VISTA POLICE OFFICER’S ASSOCIATION (“POA”) COVERING THE PERIOD OF MAY 4, 2021, TO JUNE 30, 2024, EXTENDING LABOR CONTRACT THROUGH FISCAL YEAR 2026/2027 WHEREAS, the City of Chula Vista (“City”) and the Chula Vista Police Officer’s Association (“POA”) entered into a memorandum of understanding (“2021-2024 MOU”) covering the period of May 4, 2021, to June 30, 2024, regarding wages, hours, and other terms and conditions of employment, within the meaning of the Meyers-Milias-Brown Act (“MMBA”); and WHEREAS, the City and POA, after informal discussions, desire to enter into this Third Amendment to the 2021-2024 MOU extending the term of MOU to June 30, 2027, and amending specified articles of the MOU. NOW, THEREFORE, the City and POA agree as follows: I. The MOU is hereby amended as follows: 1. [TERM] Article 1.07 [Term and Effect of Memorandum of Understanding] Paragraph I is amended to add the following: The Memorandum of Understanding hereby extended from the current expiration date of June 30, 2024, to June 30, 2027, at which time the MOU (as amended) shall expire. The periods set forth above to submit proposals and to endeavor to begin negotiations are reset as follows: (1) the Parties will endeavor to submit written proposals to each other by March 1, 2027, and the Parties will endeavor to begin negotiations not later than April 15, 2027. 2. [WAGES] Article 2.01 [Wages] Paragraph I(A) [Salary and Equity Adjustments] is amended to add the following: 6. 6% salary increase for all members effective the beginning of the pay period in which the City Council adopts via resolution in open session 7. 5% salary increase for all members the first full pay period of July 2025 8. 5% salary increase for all members the first full pay period of July 2026 3. [WAGES] Article 2.01 [Wages] Paragraph V is amended as follows: Longevity Pay -Employees shall receive longevity pay of 3% of base pay when they have served fifteen (15) or more complete years of fulltime service with the Chula Vista Police Department in a classification represented by POA. Employees shall receive longevity pay of 5% of base pay when they have served twenty (20) or more complete years of fulltime service with the Chula Vista Police Department in a classification represented by the POA. The longevity pay for eligible employees shall increase or decrease based on changes in an employee’s base pay. Only one of the longevity pay amounts may be paid and they may not be combined with each other. [NEW PARAGRAPH] Page 393 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Effective the first full pay period in July 2026, Employees shall receive longevity pay of 5% of base pay when they have served fifteen (15) or more complete years of fulltime service with the Chula Vista Police Department in a classification represented by POA. Employees shall receive longevity pay of 7% of base pay when they have served twenty (20) or more complete years of fulltime service with the Chula Vista Police Department in a classification represented by the POA. The longevity pay for eligible employees shall increase or decrease based on changes in an employee’s base pay. Only one of the longevity pay amounts may be paid and they may not be combined with each other. II. Except as expressly provided herein, all other terms and conditions of the 2021-2024 MOU (as amended by the First and Second Amendments) shall otherwise remain in full force and effect. III. This proposal is contingent upon MOU being adopted by the Chula Vista City Council in open session via resolution. This proposal is a “package” offer. FOR THE CITY OF CHULA VISTA: FOR CHULA VISTA POLICE OFFICER’S ASSOCIATION: _______________________________ _______________________________ Tanya Tomlinson David Oyos Director of Human Resources / President Risk Management DATE: ______________ DATE: ______________ Page 394 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 1 of 71 3633 CONF ACCOUNTANT 0 31.20 2,496.34 1 32.76 2,621.16 2 34.40 2,752.21 3 36.12 2,889.83 4 37.93 3,034.32 3641 ACE ACCOUNTING ASSISTANT 0 23.10 1,848.05 1 24.26 1,940.45 2 25.47 2,037.49 3 26.74 2,139.34 4 28.08 2,246.31 3643 CONF ACCOUNTING TECHNICIAN 0 26.83 2,146.08 1 28.17 2,253.38 2 29.58 2,366.04 3 31.05 2,484.35 4 32.61 2,608.57 3675 ACE ACCOUNTING TECHNICIAN 0 26.83 2,146.08 1 28.17 2,253.38 2 29.58 2,366.04 3 31.05 2,484.35 4 32.61 2,608.57 3677 ACE ACCOUNTING TECHNICIAN II (T) 0 29.22 2,337.78 1 30.68 2,454.67 2 32.22 2,577.40 3 33.83 2,706.27 4 35.52 2,841.58 3645 ACE ACCOUNTS PAYABLE SUPERVISOR 0 33.61 2,688.43 1 35.29 2,822.87 2 37.05 2,964.01 3 38.90 3,112.21 4 40.85 3,267.80 0149 CONF ADMINISTRATIVE SECRETARY 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 Page 395 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 2 of 71 0179 ACE ADMINISTRATIVE SECRETARY 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 0154 CONF ADMINISTRATIVE SECRETARY-MAYOR 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 0215 SM ADMINISTRATIVE SERVICES MGR 0 51.21 4,096.73 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 0181 ACE ADMINISTRATIVE TECHNICIAN 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 5316 UCHR ANIMAL CARE AIDE 0 16.54 -- 1 17.37 -- 2 18.24 -- 3 19.15 -- 4 20.11 -- 5317 ACE ANIMAL CARE FACILITY SUPV 0 33.08 2,646.18 1 34.73 2,778.50 2 36.47 2,917.41 3 38.29 3,063.29 4 40.21 3,216.45 5343 ACE ANIMAL CARE SPECIALIST 0 20.71 1,657.08 1 21.75 1,739.93 2 22.84 1,826.92 3 23.98 1,918.28 4 25.18 2,014.19 Page 396 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 3 of 71 5344 UCHR ANIMAL CARE SPECIALIST 0 20.71 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5319 ACE ANIMAL CARE SUPERVISOR 0 28.76 2,301.03 1 30.20 2,416.08 2 31.71 2,536.89 3 33.30 2,663.74 4 34.96 2,796.91 5303 ACE ANIMAL CONTROL OFFICER 0 24.86 1,988.48 1 26.10 2,087.90 2 27.40 2,192.30 3 28.77 2,301.93 4 30.21 2,417.03 5304 ACE ANIMAL CONTROL OFFICER SUPVR 0 28.58 2,286.76 1 30.01 2,401.09 2 31.51 2,521.14 3 33.09 2,647.20 4 34.74 2,779.58 5309 ACE ANIMAL SERVICES SPECIALIST 0 22.60 1,807.72 1 23.73 1,898.10 2 24.91 1,993.01 3 26.16 2,092.67 4 27.47 2,197.29 3083 MM APPLICATIONS SUPPORT MANAGER 0 54.90 4,391.80 1 57.64 4,611.38 2 60.52 4,841.94 3 63.55 5,084.04 4 66.73 5,338.24 3088 PROF APPLICATIONS SUPPORT SPEC 0 41.79 3,343.08 1 43.88 3,510.24 2 46.07 3,685.74 3 48.38 3,870.03 4 50.79 4,063.55 Page 397 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 4 of 71 7741 ACE AQUARIST 0 25.73 2,058.39 1 27.02 2,161.27 2 28.37 2,269.34 3 29.79 2,382.82 4 31.27 2,501.96 7579 ACE AQUATIC SUPERVISOR I 0 26.66 2,132.89 1 27.99 2,239.53 2 29.39 2,351.52 3 30.86 2,469.09 4 32.41 2,592.54 7577 ACE AQUATIC SUPERVISOR II 0 29.33 2,346.18 1 30.79 2,463.49 2 32.33 2,586.66 3 33.95 2,716.00 4 35.65 2,851.80 7575 ACE AQUATIC SUPERVISOR III 0 33.73 2,698.11 1 35.41 2,833.02 2 37.18 2,974.67 3 39.04 3,123.39 4 40.99 3,279.56 5011 SM ASSISTANT CHIEF OF POLICE 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 2405 SM ASSISTANT CITY ATTORNEY 0 85.62 6,849.40 1 89.90 7,191.87 2 94.39 7,551.47 3 99.11 7,929.04 4 104.07 8,325.49 2707 EXEC ASSISTANT CITY MANAGER 0 102.25 8,179.94 1 -- -- 2 -- -- 3 -- -- 4 123.51 9,880.95 Page 398 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 5 of 71 4040 SM ASSISTANT DIR OF DEVLPMNT SVCS 0 79.15 6,332.21 1 -- -- 2 87.68 7,014.54 3 92.07 7,365.26 4 96.21 7,696.86 3604 SM ASSISTANT DIR OF FINANCE 0 77.89 6,231.55 1 -- -- 2 90.13 7,210.00 3 92.70 7,416.00 4 94.04 7,523.32 3304 SM ASSISTANT DIR OF HR 0 75.88 6,070.54 1 -- -- 2 -- -- 3 -- -- 4 92.23 7,378.78 7403 SM ASSISTANT DIR OF PARKS & REC 0 66.59 5,327.03 1 -- -- 2 -- -- 3 -- -- 4 80.94 6,475.04 6322 SM ASSISTANT DIR OF PUBLIC WORKS 0 72.44 5,794.89 1 -- -- 2 -- -- 3 85.52 6,841.24 4 87.45 6,996.12 6015 WCE ASSISTANT ENGINEER 0 43.18 3,454.49 1 45.34 3,627.20 2 47.61 3,808.57 3 49.99 3,998.99 4 52.49 4,198.95 6289 WCE ASSISTANT LAND SURVEYOR 0 41.12 3,289.98 1 43.18 3,454.48 2 45.34 3,627.21 3 47.61 3,808.56 4 49.99 3,999.00 Page 399 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 6 of 71 4749 WCE ASSISTANT PLAN CHECK ENGINEER 0 40.94 3,275.12 1 42.99 3,438.88 2 45.14 3,610.82 3 47.39 3,791.36 4 49.76 3,980.93 4439 ACE ASSISTANT PLANNER 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 3635 CONF ASSOCIATE ACCOUNTANT 0 34.32 2,745.97 1 36.04 2,883.28 2 37.84 3,027.44 3 39.74 3,178.81 4 41.72 3,337.76 6017 WCE ASSOCIATE ENGINEER 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.86 3 57.49 4,598.84 4 60.36 4,828.79 6287 WCE ASSOCIATE LAND SURVEYOR 0 47.29 3,783.49 1 49.66 3,972.66 2 52.14 4,171.29 3 54.75 4,379.85 4 57.49 4,598.85 4747 WCE ASSOCIATE PLAN CHECK ENGINEER 0 47.08 3,766.38 1 49.43 3,954.70 2 51.91 4,152.43 3 54.50 4,360.05 4 57.23 4,578.06 4437 ACE ASSOCIATE PLANNER 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 Page 400 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 7 of 71 5123 ACE AUTOMATED FINGERPRINT TECH 0 22.92 1,833.22 1 24.06 1,924.88 2 25.26 2,021.14 3 26.53 2,122.19 4 27.85 2,228.30 3404 MMCF BENEFITS MANAGER 0 55.60 4,447.78 1 58.38 4,670.16 2 61.30 4,903.68 3 64.36 5,148.87 4 67.58 5,406.31 2222 SM BUDGET AND ANALYSIS MANAGER 0 65.66 5,252.42 1 -- -- 2 -- -- 3 -- -- 4 79.80 6,384.35 4769 MM BUILDING INSPECTION MANAGER 0 52.98 4,238.77 1 55.63 4,450.71 2 58.42 4,673.24 3 61.34 4,906.91 4 64.40 5,152.26 4771 ACE BUILDING INSPECTOR I 0 32.96 2,637.13 1 34.61 2,768.99 2 36.34 2,907.44 3 38.16 3,052.82 4 40.07 3,205.45 4770 UCHR BUILDING INSPECTOR I (HOURLY) 0 32.96 -- 1 34.61 -- 2 36.34 -- 3 38.16 -- 4 40.07 -- 4773 ACE BUILDING INSPECTOR II 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 Page 401 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 8 of 71 4774 UCHR BUILDING INSPECTOR II (HOURLY) 0 36.26 -- 1 38.07 -- 2 39.98 -- 3 41.98 -- 4 44.08 -- 4775 ACE BUILDING INSPECTOR III 0 39.89 3,190.94 1 41.88 3,350.49 2 43.98 3,518.02 3 46.17 3,693.91 4 48.48 3,878.61 4705 SM BUILDING OFFICIAL 0 68.78 5,502.26 1 -- -- 2 75.84 6,067.23 3 79.63 6,370.60 4 83.60 6,688.04 6412 PROF BUILDING PROJECT MANAGER 0 46.65 3,731.76 1 48.98 3,918.34 2 51.43 4,114.25 3 54.00 4,319.97 4 56.70 4,535.97 6402 MM BUILDING SERVICES MANAGER 0 56.03 4,482.68 1 58.84 4,706.80 2 61.78 4,942.14 3 64.87 5,189.25 4 68.11 5,448.72 6669 ACE BUILDING SERVICES SUPERVISOR 0 31.87 2,549.71 1 33.47 2,677.20 2 35.14 2,811.06 3 36.90 2,951.61 4 38.74 3,099.20 4505 ACE BUSINESS LICENSE REPRESENTATIV 0 23.10 1,848.05 1 24.26 1,940.45 2 25.47 2,037.49 3 26.74 2,139.34 4 28.08 2,246.31 Page 402 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 9 of 71 6444 ACE CARPENTER 0 28.77 2,301.23 1 30.20 2,416.28 2 31.71 2,537.10 3 33.30 2,663.95 4 34.96 2,797.16 3669 ACE CASHIER 0 19.50 1,560.04 1 20.48 1,638.04 2 21.50 1,719.95 3 22.57 1,805.94 4 23.70 1,896.24 3053 SM CHIEF INFO SEC OFFICER 0 58.85 4,708.27 1 -- -- 2 -- -- 3 -- -- 4 71.54 5,722.94 5001 EXEC CHIEF OF POLICE 0 104.34 8,347.44 1 -- -- 2 120.62 9,649.61 3 -- -- 4 126.83 10,146.41 2011 MMUC CHIEF OF STAFF 0 39.77 3,181.26 1 41.75 3,340.33 2 43.84 3,507.33 3 46.03 3,682.69 4 48.34 3,866.84 2729 SM CHIEF SUSTAINABILITY OFFICER 0 68.42 5,473.98 1 -- -- 2 -- -- 3 80.78 6,462.36 4 82.61 6,608.69 2400 CATY CITY ATTORNEY (ELECTED) 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 114.65 9,172.27 Page 403 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 10 of 71 2435 CONF CITY ATTY INVESTIGATOR 0 33.97 2,717.34 1 35.67 2,853.20 2 37.45 2,995.86 3 39.32 3,145.65 4 41.29 3,302.94 2201 CCLK CITY CLERK 0 82.08 6,566.00 1 -- -- 2 -- -- 3 -- -- 4 99.71 7,977.16 2710 CMGR CITY MANAGER 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 151.44 12,115.48 5429 ACE CIVILIAN BCKGRND INVESTIGATOR 0 28.88 2,310.51 1 30.33 2,426.03 2 31.84 2,547.33 3 33.43 2,674.71 4 35.11 2,808.44 5431 UCHR CIVILIAN POLICE INVESTIGATOR 0 25.79 -- 1 27.08 -- 2 28.43 -- 3 29.85 -- 4 31.35 -- 0241 UCHR CLERICAL AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 4757 SM CODE ENFORCEMENT MANAGER 0 55.00 4,400.27 1 -- -- 2 60.64 4,851.30 3 63.67 5,093.87 4 66.86 5,348.56 Page 404 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 11 of 71 4777 ACE CODE ENFORCEMENT OFFICER I 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 4778 UCHR CODE ENFORCEMENT OFFICER II 0 31.50 -- 1 33.07 -- 2 34.72 -- 3 36.46 -- 4 38.28 -- 4779 ACE CODE ENFORCEMENT OFFICER II 0 31.50 2,519.70 1 33.07 2,645.70 2 34.72 2,777.98 3 36.46 2,916.88 4 38.28 3,062.73 4789 ACE CODE ENFORCEMENT TECHNICIAN 0 24.90 1,991.86 1 26.14 2,091.46 2 27.45 2,196.03 3 28.82 2,305.84 4 30.26 2,421.12 3683 MM COLLECTIONS SUPERVISOR 0 39.80 3,184.37 1 41.80 3,343.60 2 43.88 3,510.76 3 46.08 3,686.32 4 48.38 3,870.63 2799 PRUC COMM/SPECL EVENTS COORD 0 43.09 3,447.11 1 45.24 3,619.47 2 47.51 3,800.45 3 49.88 3,990.48 4 52.38 4,190.00 2781 SM COMMUNICATIONS MGR 0 62.22 4,977.74 1 -- -- 2 63.98 5,118.15 3 73.08 5,846.16 4 75.63 6,050.48 Page 405 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 12 of 71 2757 ACE COMMUNITY ENGAGEMENT SPEC 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 5141 ACE COMMUNITY SERVICES OFFICER 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 5142 UCHR COMMUNITY SERVICES OFFICER 0 24.07 -- 1 25.27 -- 2 26.53 -- 3 27.86 -- 4 29.25 -- 6201 UCHR CONSERV SPECIALIST I (HOURLY) 0 26.03 -- 1 27.33 -- 2 28.70 -- 3 30.13 -- 4 31.64 -- 6200 ACE CONSERVATION SPECIALIST I 0 26.03 2,082.39 1 27.33 2,186.53 2 28.70 2,295.87 3 30.13 2,410.63 4 31.64 2,531.17 6202 ACE CONSERVATION SPECIALIST II 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 6427 ACE CONSTRUCTION & REPAIR SUPV 0 40.72 3,257.50 1 42.75 3,420.37 2 44.89 3,591.39 3 47.14 3,770.96 4 49.49 3,959.52 Page 406 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 13 of 71 2023 UCHR COUNCIL ASSISTANT 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 2003 CL COUNCILPERSON 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 30.27 2,421.48 5757 UCHR COVID SITE ASST 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 5101 MM CRIME LABORATORY MANAGER 0 51.54 4,123.54 1 54.12 4,329.71 2 56.83 4,546.21 3 59.67 4,773.51 4 62.65 5,012.19 5143 UCHR CSO (TEMPORARY APPOINTMENT) 0 24.07 -- 1 25.27 -- 2 26.53 -- 3 27.86 -- 4 29.25 -- 6667 ACE CUSTODIAL SUPERVISOR 0 26.43 2,114.23 1 27.75 2,219.95 2 29.14 2,330.95 3 30.59 2,447.50 4 32.12 2,569.88 6661 ACE CUSTODIAN 0 20.89 1,671.32 1 21.94 1,754.88 2 23.03 1,842.63 3 24.18 1,934.77 4 25.39 2,031.50 Page 407 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 14 of 71 6662 UCHR CUSTODIAN 0 20.89 -- 1 21.94 -- 2 23.03 -- 3 24.18 -- 4 25.39 -- 7191 ACE DELIVERY DRIVER 0 19.82 1,585.46 1 20.81 1,664.74 2 21.85 1,747.98 3 22.94 1,835.38 4 24.09 1,927.15 5352 SM DEP DIR OF ANIMAL SERVICES 0 59.67 4,773.30 1 -- -- 2 -- -- 3 -- -- 4 72.52 5,801.97 4043 SM DEP DIRECTOR OF DEVLPMNT SVCS 0 75.38 6,030.69 1 -- -- 2 -- -- 3 -- -- 4 91.63 7,330.34 2212 SM DEP DIRECTOR, CITY CLERK SVCS 0 45.87 3,669.64 1 48.16 3,853.12 2 50.57 4,045.77 3 53.10 4,248.06 4 55.76 4,460.47 2410 PRUC DEPUTY CITY ATTORNEY I 0 62.76 5,020.75 1 65.90 5,271.79 2 69.19 5,535.37 3 72.65 5,812.15 4 76.28 6,102.75 2408 PRUC DEPUTY CITY ATTORNEY II 0 69.04 5,522.84 1 72.49 5,798.98 2 76.11 6,088.93 3 79.92 6,393.37 4 83.91 6,713.05 Page 408 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 15 of 71 2411 SM DEPUTY CITY ATTORNEY III 0 75.94 6,075.13 1 79.74 6,378.88 2 83.72 6,697.83 3 87.91 7,032.73 4 92.30 7,384.36 2245 CONF DEPUTY CITY CLERK I 0 32.85 2,628.11 1 34.49 2,759.51 2 36.22 2,897.49 3 38.03 3,042.36 4 39.93 3,194.48 2243 CONF DEPUTY CITY CLERK II 0 36.14 2,890.92 1 37.94 3,035.46 2 39.84 3,187.24 3 41.83 3,346.60 4 43.92 3,513.93 2705 EXEC DEPUTY CITY MANAGER 0 106.62 8,529.82 1 -- -- 2 -- -- 3 -- -- 4 118.10 9,447.66 5505 SM DEPUTY FIRE CHIEF 0 76.49 6,118.97 1 -- -- 2 -- -- 3 -- -- 4 92.97 7,437.67 5130 MM DETENTION FACILITY MANAGER (T) 0 51.54 4,123.54 1 54.12 4,329.71 2 56.83 4,546.21 3 59.67 4,773.51 4 62.65 5,012.19 5137 ACE DETENTIONS OFFICER 0 28.88 2,310.51 1 30.33 2,426.03 2 31.84 2,547.33 3 33.43 2,674.71 4 35.11 2,808.44 Page 409 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 16 of 71 5135 ACE DETENTIONS SUPERVISOR 0 33.21 2,657.09 1 34.87 2,789.94 2 36.62 2,929.44 3 38.45 3,075.92 4 40.37 3,229.71 4718 PROF DEVELOPMENT AUTOMATION SPEC 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 4025 SM DEVELOPMENT PROJECT MGR 0 71.29 5,703.54 1 74.86 5,988.72 2 78.60 6,288.16 3 82.53 6,602.57 4 86.66 6,932.69 4547 MM DEVELOPMENT SERVICES COUNTER M 0 49.72 3,977.81 1 52.21 4,176.69 2 54.82 4,385.54 3 57.56 4,604.81 4 60.44 4,835.05 4540 UCHR DEVELOPMENT SERVICES TECH I 0 24.59 -- 1 25.82 -- 2 27.12 -- 3 28.47 -- 4 29.89 -- 4542 ACE DEVELOPMENT SERVICES TECH I 0 24.59 1,967.54 1 25.82 2,065.90 2 27.11 2,169.19 3 28.47 2,277.66 4 29.89 2,391.55 4541 ACE DEVELOPMENT SERVICES TECH II 0 27.05 2,164.28 1 28.41 2,272.49 2 29.83 2,386.12 3 31.32 2,505.43 4 32.88 2,630.69 Page 410 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 17 of 71 4544 UCHR DEVELOPMENT SERVICES TECH II 0 27.05 -- 1 28.41 -- 2 29.83 -- 3 31.32 -- 4 32.88 -- 4543 ACE DEVELOPMENT SERVICES TECH III 0 31.11 2,488.92 1 32.67 2,613.37 2 34.30 2,744.04 3 36.02 2,881.24 4 37.82 3,025.30 5249 ACE DIGITAL FORENSICS ANLYT I 0 33.84 2,707.49 1 35.54 2,842.86 2 37.31 2,985.00 3 39.18 3,134.25 4 41.14 3,290.97 5247 ACE DIGITAL FORENSICS ANLYT II 0 38.92 3,113.62 1 40.87 3,269.31 2 42.91 3,432.76 3 45.06 3,604.41 4 47.31 3,784.61 5245 ACE DIGITAL FORENSICS TECH I 0 26.75 2,140.30 1 28.09 2,247.32 2 29.50 2,359.69 3 30.97 2,477.68 4 32.52 2,601.55 5243 ACE DIGITAL FORENSICS TECH II 0 30.77 2,461.36 1 32.31 2,584.42 2 33.92 2,713.64 3 35.62 2,849.32 4 37.40 2,991.78 5350 EXEC DIR OF ANIMAL SERVICES 0 88.64 7,091.28 1 -- -- 2 -- -- 3 -- -- 4 107.74 8,619.50 Page 411 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 18 of 71 4039 EXEC DIR OF DEVELOPMENT SERVICES 0 88.30 7,064.08 1 101.02 8,081.69 2 -- -- 3 -- -- 4 107.34 8,587.57 2734 EXEC DIR OF ECONOMIC DEVELOPMENT 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 6006 EXEC DIR OF ENGINEERING/CITY ENG 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 3601 EXEC DIR OF FINANCE 0 88.31 7,065.02 1 -- -- 2 -- -- 3 104.56 8,364.79 4 107.34 8,587.57 4301 EXEC DIR OF HOUSING & HOMELESS SVS 0 68.43 5,474.00 1 76.72 6,137.64 2 80.56 6,444.51 3 -- -- 4 83.17 6,653.68 3300 EXEC DIR OF HUMAN RESOURCES/RISK MG 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 3001 EXEC DIR OF INFO TECH SERVICES 0 83.99 6,719.12 1 -- -- 2 92.60 7,407.83 3 -- -- 4 102.09 8,167.43 Page 412 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 19 of 71 7001 EXEC DIR OF LIBRARY SERVICES 0 83.99 6,719.12 1 88.19 7,055.08 2 92.60 7,407.83 3 97.23 7,778.22 4 102.09 8,167.43 7301 EXEC DIR OF PARKS & RECREATION 0 83.99 6,719.12 1 88.19 7,055.08 2 92.60 7,407.83 3 97.23 7,778.22 4 102.09 8,167.43 6320 EXEC DIR OF PUBLIC WORKS 0 88.31 7,065.02 1 -- -- 2 -- -- 3 99.65 7,971.65 4 107.34 8,587.57 7302 UCHR DIRECTOR OF PARKS & REC (HRLY) 0 83.99 -- 1 88.19 -- 2 92.60 -- 3 97.23 -- 4 102.09 -- 2720 SM ECONOMIC DEVELOPMENT MGR 0 67.87 5,429.25 1 71.26 5,700.72 2 74.82 5,985.75 3 78.56 6,285.04 4 82.49 6,599.29 2747 ACE ECONOMIC DEVELOPMENT SPEC I 0 31.45 2,516.35 1 33.03 2,642.18 2 34.68 2,774.28 3 36.41 2,912.99 4 38.23 3,058.65 2749 ACE ECONOMIC DEVELOPMENT SPEC II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 Page 413 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 20 of 71 6438 ACE ELECTRICIAN 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 6492 ACE ELECTRONIC/EQUIPMENT INSTALLER 0 27.99 2,239.22 1 29.39 2,351.17 2 30.86 2,468.73 3 32.40 2,592.17 4 34.02 2,721.78 6475 ACE ELECTRONICS TECHNICIAN 0 33.87 2,709.45 1 35.56 2,844.92 2 37.34 2,987.18 3 39.21 3,136.53 4 41.17 3,293.34 6472 ACE ELECTRONICS TECHNICIAN SUPV 0 38.95 3,115.87 1 40.90 3,271.66 2 42.94 3,435.25 3 45.09 3,607.01 4 47.34 3,787.35 5560 SM EMERGENCY SERVICES MGR 0 51.21 4,096.74 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 5557 PROF EMS EDUCATOR 0 45.27 3,621.96 1 47.54 3,803.06 2 49.92 3,993.23 3 52.41 4,192.88 4 55.03 4,402.52 5567 PROF EMS NURSE COORDINATOR 0 54.33 4,346.36 1 57.05 4,563.66 2 59.90 4,791.86 3 62.89 5,031.45 4 66.04 5,283.01 Page 414 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 21 of 71 5657 NIAF EMT (NON-SAFETY) - A 0 16.69 1 17.53 2 18.40 3 19.32 4 20.29 5659 NIAF EMT (NON-SAFETY) - C 0 26.71 1 28.04 2 29.44 3 30.92 4 32.46 5658 UCHR EMT (NON-SAFETY/HRLY) 0 16.69 -- 1 17.53 -- 2 18.40 -- 3 19.32 -- 4 20.29 -- 6081 ACE ENGINEERING TECHNICIAN I 0 28.66 2,293.16 1 30.10 2,407.82 2 31.60 2,528.21 3 33.18 2,654.63 4 34.84 2,787.37 6071 ACE ENGINEERING TECHNICIAN II 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 6129 ACE ENVIRONMENTAL HEALTH SPEC 0 37.91 3,032.73 1 39.80 3,184.37 2 41.79 3,343.59 3 43.88 3,510.74 4 46.08 3,686.31 6205 MM ENVIRONMENTAL SERVICES MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 Page 415 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 22 of 71 6207 MM ENVIRONMENTAL SUSTNBILITY MGR 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 6505 MM EQUIPMENT MAINTENANCE MANAGER 0 42.54 3,403.38 1 44.67 3,573.54 2 46.90 3,752.23 3 49.25 3,939.84 4 51.71 4,136.83 6542 ACE EQUIPMENT MECHANIC 0 29.62 2,369.60 1 31.10 2,488.09 2 32.66 2,612.48 3 34.29 2,743.11 4 36.00 2,880.26 6361 ACE EQUIPMENT OPERATOR 0 30.33 2,426.77 1 31.85 2,548.11 2 33.44 2,675.51 3 35.12 2,809.28 4 36.87 2,949.74 0187 CONF EXECUTIVE SECRETARY 0 34.54 2,763.38 1 36.27 2,901.54 2 38.08 3,046.61 3 39.99 3,198.94 4 41.99 3,358.88 5270 CONF FA ACCOUNTING TECHNICIAN 0 29.22 2,337.78 1 30.68 2,454.67 2 32.22 2,577.40 3 33.83 2,706.27 4 35.52 2,841.58 5297 CONF FA ADMINSTRATIVE ANALYST I 0 32.10 2,567.72 1 33.70 2,696.13 2 35.39 2,830.90 3 37.16 2,972.46 4 39.01 3,121.08 Page 416 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 23 of 71 5296 CONF FA ADMINSTRATIVE ANALYST II 0 35.31 2,824.49 1 37.07 2,965.71 2 38.93 3,114.00 3 40.87 3,269.71 4 42.91 3,433.19 5277 CONF FA ANALYST 0 24.53 1,962.16 1 25.75 2,060.27 2 27.04 2,163.29 3 28.39 2,271.45 4 29.81 2,385.03 5455 MMUC FA CYBER SECURITY PROG MGR 0 47.94 3,834.98 1 50.33 4,026.71 2 52.85 4,228.05 3 55.49 4,439.44 4 58.27 4,661.42 5465 SM FA DEPUTY DIRECTOR OF LECC 0 52.81 4,224.87 1 55.45 4,436.12 2 58.22 4,657.93 3 61.14 4,890.81 4 64.19 5,135.37 5463 SM FA DEPUTY EXECUTIVE DIRECTOR 0 65.51 5,240.61 1 -- -- 2 -- -- 3 -- -- 4 79.62 6,369.99 5274 SM FA DIRECTOR OF SD LECC 0 73.38 5,870.68 1 -- -- 2 -- -- 3 -- -- 4 89.20 7,135.85 5286 CONF FA EXECUTIVE ASSISTANT 0 31.42 2,513.89 1 32.99 2,639.59 2 34.64 2,771.58 3 36.38 2,910.14 4 38.20 3,055.66 Page 417 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 24 of 71 5461 EXEC FA EXECUTIVE DIRECTOR 0 60.19 4,815.34 1 -- -- 2 -- -- 3 -- -- 4 73.16 5,853.08 5493 MMUC FA FINANCE MANAGER 0 60.56 4,844.87 1 63.59 5,087.11 2 66.77 5,341.47 3 70.11 5,608.54 4 73.61 5,888.97 5439 PRUC FA GEOSPATIAL INTEL ANALYST 0 45.71 3,656.96 1 48.00 3,839.82 2 50.40 4,031.81 3 52.92 4,233.40 4 55.56 4,445.07 5453 MMUC FA INFO SYSTEMS PROGRAM MGR 0 53.32 4,265.88 1 55.99 4,479.17 2 58.79 4,703.10 3 61.73 4,938.27 4 64.82 5,185.20 5485 CONF FA INTEL ANLYT 0 33.20 2,656.10 1 34.86 2,788.91 2 36.60 2,928.36 3 38.43 3,074.77 4 40.36 3,228.52 5491 SM FA IVDC-LECC EXEC DIRECTOR 0 63.70 5,095.72 1 -- -- 2 -- -- 3 -- -- 4 77.42 6,193.88 5440 MMUC FA LECC INFO TECH MANAGER 0 48.76 3,900.76 1 51.20 4,095.80 2 53.76 4,300.60 3 56.45 4,515.61 4 59.27 4,741.40 Page 418 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 25 of 71 5278 CONF FA MANAGEMENT ASSISTANT 0 29.93 2,394.19 1 31.42 2,513.89 2 33.00 2,639.60 3 34.64 2,771.59 4 36.38 2,910.15 5443 PRUC FA MICROCOMPUTER SPECIALIST 0 39.64 3,171.58 1 41.63 3,330.14 2 43.71 3,496.64 3 45.89 3,671.49 4 48.19 3,855.05 5292 PRUC FA NETWORK ADMINISTRATOR I 0 39.90 3,191.81 1 41.89 3,351.40 2 43.99 3,518.97 3 46.19 3,694.92 4 48.50 3,879.68 5294 PRUC FA NETWORK ADMINISTRATOR II 0 43.89 3,511.00 1 46.08 3,686.56 2 48.39 3,870.88 3 50.81 4,064.43 4 53.35 4,267.65 5457 PRUC FA NETWORK ADMINISTRATOR III 0 46.23 3,698.00 1 48.54 3,882.90 2 50.96 4,077.03 3 53.51 4,280.89 4 56.19 4,494.94 5444 PRUC FA PROGRAM ANALYST 0 47.30 3,783.77 1 49.66 3,972.96 2 52.15 4,171.61 3 54.75 4,380.19 4 57.49 4,599.21 5451 CONF FA PROGRAM ASSISTANT 0 23.91 1,912.51 1 25.10 2,008.13 2 26.36 2,108.55 3 27.67 2,213.99 4 29.06 2,324.67 Page 419 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 26 of 71 5452 PRUC FA PROGRAM ASSISTANT SUPV 0 34.40 2,751.96 1 36.12 2,889.56 2 37.93 3,034.04 3 39.82 3,185.75 4 41.81 3,345.02 5445 SM FA PROGRAM MANAGER 0 52.81 4,224.87 1 55.52 4,441.89 2 58.22 4,657.93 3 61.14 4,890.81 4 64.19 5,135.37 5497 MMUC FA PUBLIC-PRVT PART EXER MGR 0 49.59 3,967.22 1 52.07 4,165.58 2 54.67 4,373.84 3 57.41 4,592.55 4 60.28 4,822.18 5284 CONF FA RCFL NETWORK ENGINEER 0 38.53 3,082.34 1 40.46 3,236.45 2 42.48 3,398.28 3 44.60 3,568.19 4 46.83 3,746.59 5495 PRUC FA SENIOR FINANCIAL ANALYST 0 37.06 2,965.13 1 38.92 3,113.38 2 40.86 3,269.07 3 42.91 3,432.51 4 45.05 3,604.13 5483 PRUC FA SENIOR INTELLIGENCE ANALYST 0 39.03 3,122.58 1 40.98 3,278.73 2 43.03 3,442.66 3 45.18 3,614.79 4 47.44 3,795.52 5454 CONF FA SENIOR PROGRAM ASSISTANT 0 28.44 2,275.40 1 29.86 2,389.17 2 31.36 2,508.64 3 32.93 2,634.07 4 34.57 2,765.78 Page 420 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 27 of 71 5477 CONF FA SENIOR SECRETARY 0 24.59 1,967.42 1 25.82 2,065.80 2 27.11 2,169.08 3 28.47 2,277.55 4 29.89 2,391.41 5489 PRUC FA SUP INTEL ANALYST I 0 42.94 3,434.85 1 45.08 3,606.60 2 47.34 3,786.92 3 49.70 3,976.27 4 52.19 4,175.08 5487 PRUC FA SUP INTEL ANALYST II 0 49.38 3,950.08 1 51.84 4,147.58 2 54.44 4,354.96 3 57.16 4,572.72 4 60.02 4,801.35 4051 SM FAC FINANCE MANAGER 0 51.21 4,096.73 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 6425 MM FACILITIES MANAGER 0 48.46 3,876.41 1 50.88 4,070.22 2 53.42 4,273.74 3 56.09 4,487.43 4 58.90 4,711.81 7471 ACE FIELD MAINTENANCE SPECIALIST 0 23.13 1,850.73 1 24.29 1,943.27 2 25.51 2,040.43 3 26.78 2,142.46 4 28.12 2,249.58 3623 SM FINANCE MGR 0 58.27 4,661.27 1 -- -- 2 -- -- 3 -- -- 4 70.82 5,665.80 Page 421 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 28 of 71 3624 SM FINANCE MGR (CPA) 0 64.09 5,127.39 1 -- -- 2 -- -- 3 74.53 5,962.00 4 77.90 6,232.39 5511 IAFF FIRE BATTALION CHIEF - A 0 43.29 4,848.94 1 45.46 5,091.40 2 47.73 5,345.96 3 50.12 5,613.26 4 52.62 5,893.92 5513 IAFF FIRE BATTALION CHIEF - C 0 60.61 4,848.94 1 63.64 5,091.39 2 66.82 5,345.96 3 70.17 5,613.25 4 73.67 5,893.92 5584 UCHR FIRE CAPT - C (HOURLY) 0 48.94 -- 1 51.39 -- 2 53.95 -- 3 56.65 -- 4 59.49 -- 5583 IAFF FIRE CAPTAIN - A 0 34.96 3,915.11 1 36.70 4,110.85 2 38.54 4,316.40 3 40.47 4,532.21 4 42.49 4,758.81 5582 IAFF FIRE CAPTAIN - B 0 46.61 3,915.10 1 48.94 4,110.84 2 51.39 4,316.39 3 53.95 4,532.21 4 56.65 4,758.81 5581 IAFF FIRE CAPTAIN - C 0 48.94 3,915.10 1 51.39 4,110.84 2 53.95 4,316.38 3 56.65 4,532.21 4 59.49 4,758.81 Page 422 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 29 of 71 5501 EXEC FIRE CHIEF 0 95.27 7,621.81 1 -- -- 2 112.93 9,034.41 3 -- -- 4 115.80 9,263.93 5507 MMUC FIRE DIVISION CHIEF 0 68.76 5,500.85 1 72.20 5,775.88 2 75.81 6,064.68 3 79.60 6,367.90 4 83.58 6,686.31 5603 IAFF FIRE ENGINEER - A 0 30.36 3,400.70 1 31.88 3,570.74 2 33.48 3,749.28 3 35.15 3,936.74 4 36.91 4,133.57 5601 IAFF FIRE ENGINEER - C 0 42.51 3,400.72 1 44.63 3,570.74 2 46.87 3,749.28 3 49.21 3,936.74 4 51.67 4,133.58 5536 UCHR FIRE INSPECTOR 0 35.08 -- 1 36.84 -- 2 38.68 -- 3 40.61 -- 4 42.64 -- 5530 IAFF FIRE INSPECTOR/INVESTIGATOR I 0 35.08 2,806.70 1 36.84 2,947.04 2 38.68 3,094.40 3 40.61 3,249.12 4 42.64 3,411.57 5531 IAFF FIRE INSPECTOR/INVESTIGATOR II 0 38.59 3,087.36 1 40.52 3,241.73 2 42.55 3,403.82 3 44.68 3,574.00 4 46.91 3,752.70 Page 423 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 30 of 71 5555 ACE FIRE INVENTORY SPECIALIST 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 5533 UCHR FIRE PREVENTION AIDE 0 15.57 -- 1 16.34 -- 2 17.16 -- 3 18.02 -- 4 18.92 -- 5528 IAFF FIRE PREVENTION ENG/INVSTGTR 0 46.55 3,723.73 1 48.87 3,909.92 2 51.32 4,105.41 3 53.88 4,310.69 4 56.58 4,526.22 5537 ACE FIRE PREVENTION SPECIALIST 0 27.05 2,164.28 1 28.41 2,272.49 2 29.83 2,386.12 3 31.32 2,505.43 4 32.96 2,637.00 5625 ACE FIRE RECRUIT 0 25.73 2,058.77 1 27.02 2,161.71 2 28.37 2,269.80 3 29.79 2,383.29 4 31.28 2,502.46 5623 IAFF FIREFIGHTER - A 0 25.18 2,820.52 1 26.44 2,961.55 2 27.76 3,109.62 3 29.15 3,265.11 4 30.61 3,428.34 5621 IAFF FIREFIGHTER - C 0 35.26 2,820.52 1 37.02 2,961.55 2 38.87 3,109.62 3 40.81 3,265.10 4 42.85 3,428.36 Page 424 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 31 of 71 5613 IAFF FIREFIGHTER/PARAMEDIC - A 0 28.96 3,243.60 1 30.41 3,405.79 2 31.93 3,576.07 3 33.53 3,754.87 4 35.20 3,942.60 5612 IAFF FIREFIGHTER/PARAMEDIC - B 0 38.61 3,243.59 1 40.55 3,405.78 2 42.57 3,576.07 3 44.70 3,754.86 4 46.94 3,942.62 5611 IAFF FIREFIGHTER/PARAMEDIC - C 0 40.55 3,243.60 1 42.57 3,405.78 2 44.70 3,576.07 3 46.94 3,754.86 4 49.28 3,942.62 0216 PRCF FISCAL AND MANAGEMENT ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 3627 MMCF FISCAL DEBT MGMT ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 0169 ACE FISCAL OFFICE SPECIALIST 0 21.34 1,707.28 1 22.41 1,792.65 2 23.53 1,882.27 3 24.70 1,976.37 4 25.94 2,075.20 0170 UCHR FISCAL OFFICE SPECIALIST 0 21.34 -- 1 22.41 -- 2 23.53 -- 3 24.70 -- 4 25.94 -- Page 425 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 32 of 71 3610 PROF FISCAL SERVICES ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 6513 ACE FLEET INVENTORY CONTROL SPEC 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 6501 MM FLEET MANAGER 0 47.26 3,780.79 1 49.62 3,969.83 2 52.10 4,168.32 3 54.71 4,376.74 4 57.44 4,595.56 6507 ACE FLEET SUPERVISOR 0 38.11 3,048.85 1 40.02 3,201.29 2 42.02 3,361.36 3 44.12 3,529.43 4 46.32 3,705.90 5114 ACE FORENSICS SPECIALIST 0 33.84 2,707.48 1 35.54 2,842.85 2 37.31 2,985.03 3 39.18 3,134.26 4 41.14 3,290.97 5759 UCHR FUELS MODULE CREWMEMBER 0 19.32 -- 1 20.29 -- 2 -- -- 3 -- -- 4 -- -- 3075 ACE GIS ANALYST 0 34.42 2,753.99 1 36.15 2,891.69 2 37.95 3,036.28 3 39.85 3,188.09 4 41.84 3,347.50 Page 426 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 33 of 71 3079 MM GIS MANAGER 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 3077 ACE GIS TECHNICIAN 0 29.33 2,346.61 1 30.80 2,463.94 2 32.34 2,587.13 3 33.96 2,716.49 4 35.65 2,852.32 2775 ACE GRAPHIC DESIGNER 0 30.19 2,415.33 1 31.70 2,536.09 2 33.29 2,662.89 3 34.95 2,796.05 4 36.70 2,935.83 4321 MM HOMELESS SERVICES MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 4311 MM HOUSING MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 3310 PRCF HUMAN RESOURCES ANALYST 0 37.96 3,036.47 1 39.85 3,188.29 2 41.85 3,347.72 3 43.94 3,515.10 4 46.14 3,690.85 3312 UCHR HUMAN RESOURCES ANALYST 0 37.96 -- 1 39.85 -- 2 41.85 -- 3 43.94 -- 4 46.14 -- Page 427 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 34 of 71 3331 SM HUMAN RESOURCES MANAGER 0 62.02 4,961.70 1 -- -- 2 -- -- 3 -- -- 4 75.38 6,030.73 3332 UCHR HUMAN RESOURCES MANAGER 0 62.02 -- 1 -- -- 2 -- -- 3 -- -- 4 75.38 -- 3315 CONF HUMAN RESOURCES TECHNICIAN 0 27.49 2,199.08 1 28.86 2,309.04 2 30.31 2,424.49 3 31.82 2,545.71 4 33.41 2,673.00 6430 ACE HVAC TECHNICIAN 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 5104 SM INFO TECHNOLOGY MANAGER 0 59.61 4,768.93 1 -- -- 2 64.58 5,166.01 3 67.80 5,424.31 4 71.54 5,722.94 3033 SM INFO TECHNOLOGY PROJ MANAGER 0 58.62 4,689.88 1 -- -- 2 65.37 5,229.24 3 68.63 5,490.70 4 71.26 5,700.58 3055 PROF INFO TECHNOLOGY SEC ANALYST 0 50.03 4,002.03 1 52.53 4,202.12 2 55.15 4,412.23 3 57.91 4,632.84 4 60.81 4,864.48 Page 428 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 35 of 71 3017 ACE INFO TECHNOLOGY TECHNICIAN 0 29.62 2,369.60 1 31.10 2,488.09 2 32.66 2,612.48 3 34.29 2,743.11 4 36.00 2,880.26 3018 UCHR INFO TECHNOLOGY TECHNICIAN 0 29.62 -- 1 31.10 -- 2 32.66 -- 3 34.29 -- 4 36.00 -- 0269 UCHR INTERN - GRADUATE 0 17.60 -- 1 18.48 -- 2 19.40 -- 3 20.37 -- 4 21.39 -- 0267 UCHR INTERN - UNDERGRADUATE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 4480 PROF LANDSCAPE ARCHITECT 0 43.20 3,455.87 1 45.36 3,628.66 2 47.63 3,810.09 3 50.01 4,000.59 4 52.51 4,200.63 6291 ACE LANDSCAPE INSPECTOR 0 36.26 2,900.86 1 38.07 3,045.91 2 39.98 3,198.20 3 41.98 3,358.12 4 44.08 3,526.02 4482 ACE LANDSCAPE PLANNER I 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 Page 429 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 36 of 71 4483 ACE LANDSCAPE PLANNER II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5111 ACE LATENT PRINT EXAMINER 0 38.92 3,113.62 1 40.87 3,269.31 2 42.91 3,432.76 3 45.06 3,604.41 4 47.31 3,784.61 2465 MMUC LAW OFFICE MANAGER 0 39.72 3,177.69 1 41.71 3,336.59 2 43.79 3,503.41 3 45.98 3,678.60 4 48.28 3,862.53 6663 ACE LEAD CUSTODIAN 0 22.98 1,838.47 1 24.13 1,930.38 2 25.34 2,026.92 3 26.60 2,128.26 4 27.93 2,234.67 0183 CONF LEGAL ASSISTANT 0 28.83 2,306.40 1 30.27 2,421.72 2 31.79 2,542.81 3 33.37 2,669.94 4 35.04 2,803.43 7075 ACE LIBRARIAN I 0 29.05 2,324.39 1 30.51 2,440.61 2 32.03 2,562.64 3 33.63 2,690.77 4 35.32 2,825.31 7076 UCHR LIBRARIAN I 0 29.05 -- 1 30.51 -- 2 32.03 -- 3 33.63 -- 4 35.32 -- Page 430 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 37 of 71 7073 ACE LIBRARIAN II 0 31.96 2,556.82 1 33.56 2,684.67 2 35.24 2,818.90 3 37.00 2,959.85 4 38.85 3,107.84 7071 ACE LIBRARIAN III 0 35.16 2,812.51 1 36.91 2,953.14 2 38.76 3,100.79 3 40.70 3,255.83 4 42.73 3,418.63 7181 UCHR LIBRARY AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 7157 ACE LIBRARY ASSISTANT 0 19.69 1,575.16 1 20.67 1,653.93 2 21.71 1,736.61 3 22.79 1,823.44 4 23.93 1,914.63 7091 ACE LIBRARY ASSOCIATE 0 24.89 1,990.83 1 26.13 2,090.36 2 27.44 2,194.89 3 28.81 2,304.64 4 30.25 2,419.88 7092 UCHR LIBRARY ASSOCIATE 0 24.89 -- 1 26.13 -- 2 27.44 -- 3 28.81 -- 4 30.25 -- 7025 MM LIBRARY DIGITAL SERVICES MGR 0 46.96 3,757.01 1 49.31 3,944.85 2 51.78 4,142.08 3 54.37 4,349.20 4 57.08 4,566.66 Page 431 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 38 of 71 7029 MM LIBRARY OPERATIONS MANAGER 0 54.03 4,322.50 1 56.73 4,538.63 2 59.57 4,765.55 3 62.55 5,003.83 4 65.68 5,254.02 7121 ACE LIBRARY TECHNICIAN 0 22.64 1,811.44 1 23.78 1,902.02 2 24.96 1,997.13 3 26.21 2,096.98 4 27.52 2,201.82 7587 UCHR LIFEGUARD I 0 16.75 -- 1 17.59 -- 2 18.47 -- 3 19.39 -- 4 20.36 -- 7585 UCHR LIFEGUARD II 0 18.43 -- 1 19.35 -- 2 20.32 -- 3 21.33 -- 4 22.40 -- 6443 ACE LOCKSMITH 0 28.77 2,301.23 1 30.20 2,416.28 2 31.71 2,537.10 3 33.30 2,663.95 4 34.96 2,797.16 6377 ACE MAINTENANCE WORKER I 0 21.65 1,731.97 1 22.73 1,818.56 2 23.87 1,909.49 3 25.06 2,004.97 4 26.32 2,105.22 6379 UCHR MAINTENANCE WORKER I 0 21.65 -- 1 22.73 -- 2 23.87 -- 3 25.06 -- 4 26.32 -- Page 432 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 39 of 71 6373 ACE MAINTENANCE WORKER II 0 23.81 1,905.16 1 25.01 2,000.41 2 26.26 2,100.45 3 27.57 2,205.46 4 28.95 2,315.73 0228 CONF MANAGEMENT ANALYST I 0 32.70 2,616.31 1 34.34 2,747.12 2 36.06 2,884.48 3 37.86 3,028.72 4 39.75 3,180.14 0229 ACE MANAGEMENT ANALYST I 0 32.70 2,616.31 1 34.34 2,747.12 2 36.06 2,884.48 3 37.86 3,028.72 4 39.75 3,180.14 0224 CONF MANAGEMENT ANALYST II 0 35.97 2,877.94 1 37.77 3,021.84 2 39.66 3,172.92 3 41.64 3,331.57 4 43.73 3,498.14 0227 ACE MANAGEMENT ANALYST II 0 35.97 2,877.94 1 37.77 3,021.84 2 39.66 3,172.92 3 41.64 3,331.57 4 43.73 3,498.14 2001 MY MAYOR 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 75.67 6,053.70 6550 ACE MECHANIC ASSISTANT 0 23.20 1,856.34 1 24.36 1,949.15 2 25.58 2,046.61 3 26.86 2,148.94 4 28.20 2,256.38 Page 433 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 40 of 71 0230 UCHR MGMT ANALYST I (HOURLY) 0 32.70 -- 1 34.34 -- 2 36.06 -- 3 37.86 -- 4 39.75 -- 5571 PROF MULTIMEDIA DESIGNER 0 35.62 2,849.89 1 37.40 2,992.39 2 39.28 3,142.00 3 41.24 3,299.10 4 43.30 3,464.05 5569 ACE MULTIMEDIA PRODUCTON SPCLST 0 29.06 2,324.96 1 30.52 2,441.20 2 32.04 2,563.27 3 33.64 2,691.43 4 35.33 2,826.00 0160 UCHR OFFICE SPECIALIST 0 20.32 -- 1 21.34 -- 2 22.41 -- 3 23.53 -- 4 24.70 -- 0161 ACE OFFICE SPECIALIST 0 20.32 1,625.95 1 21.34 1,707.25 2 22.41 1,792.62 3 23.53 1,882.24 4 24.70 1,976.34 0162 ACE OFFICE SPECIALIST-MAYOR 0 20.32 1,625.95 1 21.34 1,707.25 2 22.41 1,792.62 3 23.53 1,882.24 4 24.70 1,976.34 6311 ACE OPEN SPACE INSPECTOR 0 36.26 2,900.86 1 38.07 3,045.91 2 39.98 3,198.20 3 41.98 3,358.12 4 44.08 3,526.02 Page 434 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 41 of 71 6302 MM OPEN SPACE MANAGER 0 45.81 3,664.72 1 48.10 3,847.96 2 50.50 4,040.36 3 53.03 4,242.37 4 55.68 4,454.50 3025 MM OPERATIONS AND TELECOMM MGR 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 6434 ACE PAINTER 0 27.46 2,196.64 1 28.83 2,306.46 2 30.27 2,421.78 3 31.79 2,542.88 4 33.38 2,670.02 2475 CONF PARALEGAL 0 30.94 2,475.11 1 32.49 2,598.85 2 34.11 2,728.81 3 35.82 2,865.25 4 37.61 3,008.51 2476 UCHR PARALEGAL 0 30.94 -- 1 32.49 -- 2 34.11 -- 3 35.82 -- 4 37.61 -- 5655 NIAF PARAMEDIC (NON-SAFETY) - A 0 21.43 1 22.50 2 23.63 3 24.81 4 26.05 5653 NIAF PARAMEDIC (NON-SAFETY) - C 0 34.29 1 36.01 2 37.81 3 39.70 4 41.68 Page 435 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 42 of 71 5656 UCHR PARAMEDIC (NS/HRLY) 0 21.43 -- 1 22.50 -- 2 23.63 -- 3 24.81 -- 4 26.05 -- 5654 NIAF PARAMEDIC RECRUIT (NS) 0 -- 1 -- 2 -- 3 -- 4 19.08 7434 UCHR PARK RANGER 0 16.54 -- 1 17.37 -- 2 18.24 -- 3 19.15 -- 4 20.11 -- 7431 PROF PARK RANGER PROGRAM MANAGER 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 7441 ACE PARK RANGER SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 5154 ACE PARKING ENFORCEMENT OFFICER 0 21.88 1,750.39 1 22.97 1,837.91 2 24.12 1,929.81 3 25.33 2,026.29 4 26.60 2,127.61 3693 ACE PARKING METER TECHNICIAN 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 Page 436 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 43 of 71 6619 ACE PARKS MAINT WORKER I 0 21.65 1,731.97 1 22.73 1,818.56 2 23.87 1,909.49 3 25.06 2,004.97 4 26.32 2,105.22 6620 UCHR PARKS MAINT WORKER I (HOURLY) 0 21.65 -- 1 22.73 -- 2 23.87 -- 3 25.06 -- 4 26.32 -- 6617 ACE PARKS MAINT WORKER II 0 23.81 1,905.16 1 25.01 2,000.41 2 26.26 2,100.45 3 27.57 2,205.46 4 28.95 2,315.73 6604 MM PARKS MANAGER 0 45.81 3,664.99 1 48.10 3,848.23 2 50.51 4,040.64 3 53.03 4,242.67 4 55.68 4,454.79 6605 ACE PARKS SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 3665 CONF PAYROLL SPECIALIST 0 29.00 2,320.01 1 30.45 2,436.01 2 31.97 2,557.81 3 33.57 2,685.70 4 35.25 2,819.99 3663 CONF PAYROLL SUPERVISOR 0 34.32 2,745.97 1 36.04 2,883.28 2 37.84 3,027.44 3 39.74 3,178.81 4 41.72 3,337.76 Page 437 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 44 of 71 3663 MMCF PAYROLL SUPERVISOR 0 41.31 3,305.19 1 43.38 3,470.45 2 45.55 3,643.96 3 47.83 3,826.17 4 50.22 4,017.47 5061 POA PEACE OFFICER 0 46.04 3,683.35 1 48.34 3,867.51 2 50.76 4,060.88 3 53.30 4,263.92 4 55.96 4,477.12 5 58.76 4,700.98 4731 MM PLAN CHECK SUPERVISOR 0 52.91 4,232.71 1 55.55 4,444.34 2 58.33 4,666.56 3 61.25 4,899.89 4 64.31 5,144.86 4753 ACE PLAN CHECK TECHNICIAN 0 31.53 2,522.49 1 33.11 2,648.61 2 34.76 2,781.04 3 36.50 2,920.10 4 38.33 3,066.10 4727 SM PLANNING MANAGER 0 65.84 5,267.04 1 -- -- 2 71.04 5,683.21 3 74.59 5,967.37 4 79.43 6,354.08 4527 ACE PLANNING TECHNICIAN 0 25.91 2,072.61 1 27.20 2,176.21 2 28.56 2,285.02 3 29.99 2,399.28 4 31.49 2,519.25 Page 438 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 45 of 71 6432 ACE PLUMBER 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 5219 UCHR POL WELLNESS COORDINATOR 0 45.92 -- 1 48.21 -- 2 50.62 -- 3 53.15 -- 4 55.81 -- 5025 SM POLICE ADMIN SVCS ADMINISTRATR 0 60.47 4,837.81 1 -- -- 2 -- -- 3 -- -- 4 73.50 5,880.19 5051 POA POLICE AGENT 0 50.70 4,055.95 1 53.23 4,258.75 2 55.90 4,471.68 3 58.69 4,695.25 4 61.63 4,930.01 5 64.71 5,176.52 5022 SM POLICE CAPTAIN 0 83.33 6,666.26 1 -- -- 2 -- -- 3 -- -- 4 101.28 8,102.56 5258 ACE POLICE COMM RELATIONS SPEC 0 27.68 2,214.24 1 29.06 2,324.96 2 30.52 2,441.20 3 32.04 2,563.27 4 33.64 2,691.43 Page 439 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 46 of 71 5185 MM POLICE COMMUNICATIONS SYS MGR 0 56.21 4,496.58 1 59.02 4,721.41 2 61.97 4,957.48 3 65.07 5,205.35 4 68.32 5,465.62 5187 UCHR POLICE DISPATCH CALLTAKER 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 5180 UCHR POLICE DISPATCHER 0 33.83 -- 1 35.52 -- 2 37.30 -- 3 39.16 -- 4 41.12 -- 5181 ACE POLICE DISPATCHER 0 33.83 2,706.46 1 35.52 2,841.79 2 37.30 2,983.88 3 39.16 3,133.06 4 41.12 3,289.71 5183 ACE POLICE DISPATCHER SUPERVISOR 0 39.81 3,185.16 1 41.81 3,344.42 2 43.90 3,511.64 3 46.09 3,687.22 4 48.39 3,871.58 5179 ACE POLICE DISPATCHER TRAINEE 0 30.76 2,460.42 1 32.29 2,583.45 2 33.91 2,712.61 3 35.60 2,848.24 4 37.38 2,990.65 5191 ACE POLICE FACILITY & SUPPLY COORD 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 Page 440 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 47 of 71 5031 POA POLICE LIEUTENANT 0 69.99 5,599.09 1 73.49 5,879.04 2 77.16 6,172.99 3 81.02 6,481.66 4 85.07 6,805.74 5 89.33 7,146.03 5203 ACE POLICE RECORDS & SUPPORT SUPV 0 27.40 2,191.79 1 28.77 2,301.38 2 30.21 2,416.45 3 31.72 2,537.27 4 33.30 2,664.14 0165 ACE POLICE RECORDS SPECIALIST 0 20.72 1,657.31 1 21.75 1,740.17 2 22.84 1,827.18 3 23.98 1,918.54 4 25.18 2,014.47 0166 UCHR POLICE RECORDS SPECIALIST 0 20.72 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5071 ACE POLICE RECRUIT 0 32.89 2,631.19 1 34.53 2,762.73 2 36.26 2,900.86 3 38.07 3,045.91 4 39.98 3,198.20 5041 POA POLICE SERGEANT 0 58.32 4,665.56 1 61.24 4,898.84 2 64.30 5,143.79 3 67.51 5,400.97 4 70.89 5,671.02 5 74.43 5,954.57 Page 441 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 48 of 71 5415 ACE POLICE SERVICES TECHNICIAN 0 26.08 2,086.79 1 27.39 2,191.13 2 28.76 2,300.70 3 30.20 2,415.72 4 31.71 2,536.52 5207 UCHR POLICE SUPPORT SERVICES AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 5205 MM POLICE SUPPORT SERVICES MGR 0 46.90 3,751.61 1 49.24 3,939.19 2 51.70 4,136.15 3 54.29 4,342.95 4 57.00 4,560.10 5209 MM POLICE TECHNOLOGY MANAGER 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 5107 ACE POLICE TECHNOLOGY SPECIALIST 0 41.24 3,299.07 1 43.30 3,464.02 2 45.47 3,637.23 3 47.74 3,819.08 4 50.13 4,010.04 2013 PRUC POLICY AIDE 0 31.76 2,540.66 1 33.35 2,667.69 2 35.01 2,801.06 3 36.76 2,941.12 4 38.60 3,088.19 3629 MMCF PRINCIPAL ACCOUNTANT 0 46.49 3,718.96 1 48.81 3,904.91 2 51.25 4,100.14 3 53.81 4,305.15 4 56.51 4,520.40 Page 442 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 49 of 71 6021 MM PRINCIPAL CIVIL ENGINEER 0 70.63 5,650.63 1 74.16 5,933.17 2 77.87 6,229.82 3 81.77 6,541.33 4 85.85 6,868.39 2724 MM PRINCIPAL ECON DEV SPECIALIST 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 3305 MMCF PRINCIPAL HR ANALYST 0 50.20 4,015.74 1 52.71 4,216.53 2 55.34 4,427.36 3 58.11 4,648.72 4 61.01 4,881.16 4486 MM PRINCIPAL LANDSCAPE ARCHITECT 0 54.00 4,320.22 1 56.70 4,536.24 2 59.54 4,763.05 3 62.52 5,001.21 4 65.64 5,251.26 7051 MM PRINCIPAL LIBRARIAN 0 46.96 3,757.01 1 49.31 3,944.85 2 51.78 4,142.08 3 54.37 4,349.20 4 57.08 4,566.66 0208 PROF PRINCIPAL MANAGEMENT ANALYST 0 49.14 3,930.93 1 51.59 4,127.48 2 54.17 4,333.85 3 56.88 4,550.55 4 59.73 4,778.08 0214 PRCF PRINCIPAL MANAGEMENT ANALYST 0 49.14 3,930.93 1 51.59 4,127.48 2 54.17 4,333.85 3 56.88 4,550.55 4 59.73 4,778.08 Page 443 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 50 of 71 0209 UCHR PRINCIPAL MGMT ANALYST (HRLY) 0 49.14 -- 1 51.59 -- 2 54.17 -- 3 56.88 -- 4 59.73 -- 4431 MM PRINCIPAL PLANNER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 4212 PROF PRINCIPAL PROJECT COORDINATOR 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 7410 MM PRINCIPAL RECREATION MANAGER 0 47.23 3,778.54 1 49.59 3,967.47 2 52.07 4,165.84 3 54.68 4,374.13 4 57.41 4,592.84 6020 MM PRINCIPAL TRAFFIC ENGINEER 0 70.63 5,650.63 1 74.16 5,933.17 2 77.87 6,229.82 3 81.77 6,541.33 4 85.85 6,868.39 3717 MM PROCUREMENT SERVICES ANALYST 0 46.50 3,720.20 1 48.83 3,906.20 2 51.27 4,101.51 3 53.83 4,306.58 4 56.52 4,521.92 3721 ACE PROCUREMENT SPECIALIST 0 32.05 2,564.08 1 33.65 2,692.27 2 35.34 2,826.87 3 37.10 2,968.23 4 38.96 3,116.64 Page 444 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 51 of 71 3090 PROF PROGRAMMER ANALYST 0 41.87 3,349.88 1 43.97 3,517.37 2 46.17 3,693.25 3 48.47 3,877.91 4 50.90 4,071.80 4217 ACE PROJECT COORDINATOR I 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 4215 ACE PROJECT COORDINATOR II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5127 ACE PROPERTY & EVIDENCE SPECIALIST 0 22.92 1,833.22 1 24.06 1,924.88 2 25.26 2,021.14 3 26.53 2,122.19 4 27.85 2,228.30 5121 ACE PROPERTY & EVIDENCE SUPERVISOR 0 30.31 2,424.43 1 31.82 2,545.67 2 33.41 2,672.94 3 35.08 2,806.60 4 36.84 2,946.92 2784 UCHR PUBLIC INFO SPECIALIST (HRLY) 0 32.26 -- 1 33.88 -- 2 35.57 -- 3 37.35 -- 4 39.22 -- 2782 CONF PUBLIC INFORMATION SPECIALIST 0 32.26 2,581.14 1 33.88 2,710.22 2 35.57 2,845.70 3 37.35 2,988.00 4 39.22 3,137.40 Page 445 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 52 of 71 2783 ACE PUBLIC INFORMATION SPECIALIST 0 32.26 2,581.14 1 33.88 2,710.22 2 35.57 2,845.70 3 37.35 2,988.00 4 39.22 3,137.40 5254 ACE PUBLIC SAFETY ANALYST 0 35.31 2,824.49 1 37.07 2,965.71 2 38.93 3,114.00 3 40.87 3,269.71 4 42.91 3,433.19 5256 UCHR PUBLIC SAFETY ANALYST 0 35.31 -- 1 37.07 -- 2 38.93 -- 3 40.87 -- 4 42.91 -- 6123 ACE PUBLIC WORKS INSPECTOR I 0 32.96 2,637.16 1 34.61 2,769.00 2 36.34 2,907.46 3 38.16 3,052.83 4 40.07 3,205.47 6121 ACE PUBLIC WORKS INSPECTOR II 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 6336 MM PUBLIC WORKS MANAGER 0 48.15 3,851.61 1 50.55 4,044.19 2 53.08 4,246.40 3 55.73 4,458.73 4 58.52 4,681.66 6712 ACE PUBLIC WORKS SPECIALIST 0 26.28 2,102.08 1 27.59 2,207.17 2 28.97 2,317.52 3 30.42 2,433.40 4 31.94 2,555.09 Page 446 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 53 of 71 6327 SM PUBLIC WORKS SUPERINTENDENT 0 60.54 4,843.42 1 63.57 5,085.58 2 66.75 5,339.87 3 70.09 5,606.86 4 73.59 5,887.21 6337 ACE PUBLIC WORKS SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 6392 ACE PUMP MAINTENANCE SUPERVISOR 0 35.61 2,848.91 1 37.39 2,991.37 2 39.26 3,140.92 3 41.22 3,297.97 4 43.29 3,462.87 6396 ACE PUMP MAINTENANCE TECHNICIAN 0 30.97 2,477.31 1 32.51 2,601.18 2 34.14 2,731.23 3 35.85 2,867.79 4 37.64 3,011.18 3711 SM PURCHASING AGENT 0 57.34 4,587.55 1 -- -- 2 -- -- 3 -- -- 4 69.70 5,576.19 5417 ACE RANGE MASTER 0 26.47 2,117.97 1 27.80 2,223.87 2 29.19 2,335.06 3 30.65 2,451.81 4 32.18 2,574.41 6037 MMUC REAL PROPERTY MANAGER 0 53.41 4,272.86 1 56.08 4,486.50 2 58.89 4,710.83 3 61.83 4,946.37 4 64.92 5,193.69 Page 447 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 54 of 71 2211 MM RECORDS MANAGER 0 41.56 3,324.56 1 43.63 3,490.79 2 45.82 3,665.32 3 48.11 3,848.59 4 50.51 4,041.02 2217 ACE RECORDS SPECIALIST 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 7605 UCHR RECREATION AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 7603 UCHR RECREATION LEADER 0 18.40 -- 1 19.32 -- 2 20.29 -- 3 21.30 -- 4 22.37 -- 7601 UCHR RECREATION SPECIALIST 0 22.08 -- 1 23.18 -- 2 24.34 -- 3 25.56 -- 4 26.84 -- 7425 ACE RECREATION SUPERVISOR I 0 26.66 2,132.89 1 27.99 2,239.53 2 29.39 2,351.52 3 30.86 2,469.09 4 32.41 2,592.54 7426 UCHR RECREATION SUPERVISOR I 0 26.66 -- 1 27.99 -- 2 29.39 -- 3 30.86 -- 4 32.41 -- Page 448 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 55 of 71 7423 ACE RECREATION SUPERVISOR II 0 29.33 2,346.18 1 30.79 2,463.49 2 32.33 2,586.66 3 33.95 2,716.00 4 35.65 2,851.80 7422 ACE RECREATION SUPERVISOR III 0 33.73 2,698.11 1 35.41 2,833.02 2 37.18 2,974.67 3 39.04 3,123.39 4 40.99 3,279.56 2742 ACE RECYCLING SPECIALIST I 0 26.03 2,082.39 1 27.33 2,186.51 2 28.70 2,295.85 3 30.13 2,410.62 4 31.64 2,531.16 2744 ACE RECYCLING SPECIALIST II 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 5307 ACE REGISTERED VETERINARY TECH 0 24.86 1,988.48 1 26.10 2,087.90 2 27.40 2,192.30 3 28.77 2,301.93 4 30.21 2,417.03 5312 UCHR REGISTERED VETERINARY TECH 0 24.86 -- 1 26.10 -- 2 27.40 -- 3 28.77 -- 4 30.21 -- 5081 UCHR RESERVE OFFICER 0 14.24 -- 1 14.95 -- 2 15.69 -- 3 -- -- 4 -- -- Page 449 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 56 of 71 9903 UCHR RET ANNT - HOMELESS SOL COORD 0 37.77 -- 1 39.66 -- 2 41.64 -- 3 43.72 -- 4 45.91 -- 3689 SM REVENUE MANAGER 0 58.27 4,661.27 1 -- -- 2 66.85 5,348.08 3 -- -- 4 70.82 5,665.80 3367 PRCF RISK MANAGEMENT SPECIALIST 0 39.63 3,170.42 1 41.61 3,328.94 2 43.69 3,495.40 3 45.88 3,670.17 4 48.17 3,853.67 3368 UCHR RISK MGMT SPECIALIST (HOURLY) 0 39.63 -- 1 41.61 -- 2 43.69 -- 3 45.88 -- 4 48.17 -- 0231 UCHR SEASONAL ASSISTANT 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 0171 ACE SECRETARY 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 3630 MMCF SENIOR ACCOUNTANT 0 41.88 3,350.19 1 43.97 3,517.70 2 46.17 3,693.57 3 48.48 3,878.26 4 50.90 4,072.17 Page 450 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 57 of 71 3651 ACE SENIOR ACCOUNTING ASSISTANT 0 26.57 2,125.24 1 27.89 2,231.50 2 29.29 2,343.09 3 30.75 2,460.26 4 32.29 2,583.26 0185 ACE SENIOR ADMIN SECRETARY 0 31.40 2,512.16 1 32.97 2,637.76 2 34.62 2,769.66 3 36.35 2,908.11 4 38.17 3,053.53 5345 ACE SENIOR ANIMAL CARE SPECIALIST 0 23.82 1,905.62 1 25.01 2,000.91 2 26.26 2,100.95 3 27.58 2,206.00 4 28.95 2,316.29 3089 PROF SENIOR APPLICATION SUPP SPEC 0 46.39 3,710.91 1 48.71 3,896.47 2 51.14 4,091.28 3 53.70 4,295.86 4 56.38 4,510.65 2403 SM SENIOR ASSISTANT CITY ATTORNEY 0 85.62 6,849.40 1 89.90 7,191.87 2 94.39 7,551.47 3 99.11 7,929.04 4 104.07 8,325.49 4781 ACE SENIOR BUILDING INSPECTOR 0 41.70 3,335.97 1 43.78 3,502.78 2 45.97 3,677.92 3 48.27 3,861.82 4 50.69 4,054.89 4507 ACE SENIOR BUSINESS LICENSE REP 0 26.57 2,125.24 1 27.89 2,231.50 2 29.29 2,343.09 3 30.75 2,460.26 4 32.29 2,583.26 Page 451 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 58 of 71 6019 WCE SENIOR CIVIL ENGINEER 0 60.16 4,812.88 1 63.17 5,053.53 2 66.33 5,306.20 3 69.64 5,571.52 4 73.13 5,850.09 4763 ACE SENIOR CODE ENFORCEMNT OFFICER 0 39.84 3,187.43 1 41.83 3,346.79 2 43.93 3,514.14 3 46.12 3,689.83 4 48.43 3,874.33 6204 ACE SENIOR CONSERVATION SPECIALIST 0 32.93 2,634.26 1 34.57 2,765.97 2 36.30 2,904.26 3 38.12 3,049.47 4 40.02 3,201.95 2025 UCHR SENIOR COUNCIL ASSISTANT 0 29.52 -- 1 31.00 -- 2 32.55 -- 3 34.18 -- 4 35.88 -- 2027 CONF SENIOR COUNCIL ASSISTANT 0 29.52 2,361.79 1 31.00 2,479.88 2 32.55 2,603.87 3 34.18 2,734.07 4 35.88 2,870.77 2725 PROF SENIOR ECON DEVELOPMENT SPEC 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 6442 ACE SENIOR ELECTRICIAN 0 35.41 2,832.60 1 37.18 2,974.24 2 39.04 3,122.95 3 40.99 3,279.09 4 43.04 3,443.04 Page 452 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 59 of 71 6471 ACE SENIOR ELECTRONICS TECHNICIAN 0 38.95 3,115.87 1 40.90 3,271.66 2 42.94 3,435.25 3 45.09 3,607.01 4 47.34 3,787.35 6059 ACE SENIOR ENGINEERING TECHNICIAN 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 6512 ACE SENIOR EQUIPMENT MECHANIC 0 34.06 2,725.05 1 35.77 2,861.30 2 37.55 3,004.36 3 39.43 3,154.57 4 41.40 3,312.30 5529 IAFF SENIOR FIRE INSPECTOR/INVESTIG 0 44.83 3,586.35 1 47.07 3,765.65 2 49.42 3,953.94 3 51.90 4,151.65 4 54.49 4,359.21 0175 ACE SENIOR FISCAL OFFICE SPECIALST 0 23.47 1,877.99 1 24.65 1,971.89 2 25.88 2,070.50 3 27.18 2,174.01 4 28.53 2,282.72 3073 ACE SENIOR GIS ANALYST 0 37.87 3,029.38 1 39.76 3,180.86 2 41.75 3,339.90 3 43.84 3,506.89 4 46.03 3,682.24 2764 PROF SENIOR GRAPHIC DESIGNER 0 39.04 3,123.42 1 40.99 3,279.59 2 43.04 3,443.58 3 45.20 3,615.75 4 47.46 3,796.53 Page 453 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 60 of 71 3308 PRCF SENIOR HR ANALYST 0 43.65 3,491.95 1 45.83 3,666.54 2 48.12 3,849.87 3 50.53 4,042.36 4 53.06 4,244.49 3313 UCHR SENIOR HR ANALYST 0 43.65 -- 1 45.83 -- 2 48.12 -- 3 50.53 -- 4 53.06 -- 3316 CONF SENIOR HR TECHNICIAN 0 31.61 2,528.94 1 33.19 2,655.39 2 34.85 2,788.17 3 36.59 2,927.57 4 38.42 3,073.95 6441 ACE SENIOR HVAC TECHNICIAN 0 35.41 2,832.60 1 37.18 2,974.24 2 39.04 3,122.95 3 40.99 3,279.09 4 43.04 3,443.04 3012 PROF SENIOR INFO TECH SUPPORT SPEC 0 40.98 3,278.30 1 43.03 3,442.22 2 45.18 3,614.33 3 47.44 3,795.05 4 49.81 3,984.79 3031 PROF SENIOR ITS/POL SPEC II (T) 0 45.16 3,612.57 1 47.42 3,793.20 2 49.79 3,982.87 3 52.28 4,182.01 4 54.89 4,391.11 6285 WCE SENIOR LAND SURVEYOR 0 54.69 4,375.35 1 57.43 4,594.12 2 60.30 4,823.82 3 63.31 5,065.01 4 66.48 5,318.26 Page 454 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 61 of 71 6295 ACE SENIOR LANDSCAPE INSPECTOR 0 41.70 3,335.99 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.91 5110 ACE SENIOR LATENT PRINT EXAMINER 0 44.76 3,580.65 1 47.00 3,759.70 2 49.35 3,947.67 3 51.81 4,145.07 4 54.40 4,352.31 2463 CONF SENIOR LEGAL ASSISTANT 0 31.71 2,537.03 1 33.30 2,663.87 2 34.96 2,797.07 3 36.71 2,936.92 4 38.55 3,083.78 7053 MM SENIOR LIBRARIAN 0 37.47 2,997.68 1 39.34 3,147.57 2 41.31 3,304.95 3 43.38 3,470.19 4 45.55 3,643.70 7589 UCHR SENIOR LIFEGUARD 0 20.27 -- 1 21.28 -- 2 22.35 -- 3 23.47 -- 4 24.64 -- 6371 ACE SENIOR MAINTENANCE WORKER 0 28.58 2,286.19 1 30.01 2,400.51 2 31.51 2,520.52 3 33.08 2,646.55 4 34.74 2,778.88 0206 PROF SENIOR MANAGEMENT ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 Page 455 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 62 of 71 0226 PRCF SENIOR MANAGEMENT ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 3051 PROF SENIOR NETWORK ENGINEER 0 55.09 4,406.86 1 57.84 4,627.21 2 60.73 4,858.57 3 63.77 5,101.50 4 66.96 5,356.57 0173 ACE SENIOR OFFICE SPECIALIST 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 0174 UCHR SENIOR OFFICE SPECIALIST 0 22.36 -- 1 23.48 -- 2 24.65 -- 3 25.88 -- 4 27.18 -- 6309 ACE SENIOR OPEN SPACE INSPECTOR 0 41.70 3,335.99 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.91 7439 ACE SENIOR PARK RANGER 0 28.54 2,283.07 1 29.97 2,397.22 2 31.46 2,517.08 3 33.04 2,642.94 4 34.69 2,775.09 5157 ACE SENIOR PARKING ENFORCEMENT OFF 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 Page 456 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 63 of 71 6615 ACE SENIOR PARKS MAINT WORKER 0 28.58 2,286.19 1 30.01 2,400.51 2 31.51 2,520.52 3 33.08 2,646.55 4 34.74 2,778.88 4746 WCE SENIOR PLAN CHECK ENGINEER 0 50.69 4,055.35 1 53.23 4,258.11 2 55.89 4,471.01 3 58.68 4,694.58 4 61.62 4,929.30 4751 ACE SENIOR PLAN CHECK TECHNICIAN 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 4432 PROF SENIOR PLANNER 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 4529 ACE SENIOR PLANNING TECHNICIAN 0 29.79 2,383.47 1 31.28 2,502.65 2 32.85 2,627.79 3 34.49 2,759.17 4 36.21 2,897.14 0135 ACE SENIOR POLICE RECORDS SPEC 0 23.82 1,905.90 1 25.02 2,001.21 2 26.27 2,101.26 3 27.58 2,206.32 4 28.96 2,316.63 0136 UCHR SENIOR POLICE RECORDS SPEC 0 23.82 -- 1 25.02 -- 2 26.27 -- 3 27.58 -- 4 28.96 -- Page 457 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 64 of 71 3728 PROF SENIOR PROCUREMENT SPECIALIST 0 37.46 2,996.43 1 39.33 3,146.26 2 41.29 3,303.57 3 43.36 3,468.75 4 45.53 3,642.19 3091 PROF SENIOR PROGRAMMER ANALYST 0 47.74 3,818.94 1 50.12 4,009.90 2 52.63 4,210.39 3 55.26 4,420.91 4 58.02 4,641.95 4214 PROF SENIOR PROJECT COORDINATOR 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 5125 ACE SENIOR PROPRTY & EVIDENCE SPEC 0 26.35 2,108.20 1 27.67 2,213.62 2 29.05 2,324.31 3 30.51 2,440.51 4 32.03 2,562.54 5248 UCHR SENIOR PUBLIC SAFETY ANALYST 0 44.67 -- 1 46.90 -- 2 49.25 -- 3 51.71 -- 4 54.30 -- 5260 PROF SENIOR PUBLIC SAFETY ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 6101 ACE SENIOR PUBLIC WORKS INSPECTOR 0 41.70 3,335.98 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.90 Page 458 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 65 of 71 6702 ACE SENIOR PUBLIC WORKS SPECIALIST 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 2215 ACE SENIOR RECORDS SPECIALIST 0 25.71 2,056.86 1 27.00 2,159.69 2 28.35 2,267.68 3 29.76 2,381.07 4 31.25 2,500.12 2746 ACE SENIOR RECYCLING SPECIALIST 0 32.93 2,634.26 1 34.57 2,765.97 2 36.30 2,904.26 3 38.12 3,049.47 4 40.02 3,201.95 3365 PRCF SENIOR RISK MANAGEMENT SPEC 0 45.57 3,645.99 1 47.85 3,828.29 2 50.25 4,019.70 3 52.76 4,220.69 4 55.40 4,431.73 0177 ACE SENIOR SECRETARY 0 24.59 1,967.42 1 25.82 2,065.81 2 27.11 2,169.09 3 28.47 2,277.56 4 29.89 2,391.43 6573 ACE SENIOR TREE TRIMMER 0 31.44 2,514.81 1 33.01 2,640.56 2 34.66 2,772.57 3 36.39 2,911.21 4 38.21 3,056.77 2779 PROF SENIOR WEBMASTER 0 39.19 3,134.88 1 41.15 3,291.60 2 43.20 3,456.20 3 45.36 3,629.01 4 47.63 3,810.46 Page 459 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 66 of 71 6169 ACE SIGNAL SYSTEMS ENGINEER I 0 37.90 3,031.81 1 39.79 3,183.38 2 41.78 3,342.56 3 43.87 3,509.69 4 46.06 3,685.16 6170 ACE SIGNAL SYSTEMS ENGINEER II 0 41.69 3,334.98 1 43.77 3,501.73 2 45.96 3,676.80 3 48.26 3,860.65 4 50.67 4,053.68 6355 ACE SIGNING AND STRIPING SUPV 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 2751 SM SPECIAL PROJECTS MGR 0 51.21 4,096.74 1 52.51 4,200.62 2 55.13 4,410.65 3 57.89 4,631.18 4 62.25 4,979.60 2752 UCHR SPECIAL PROJECTS MGR (HOURLY) 0 51.21 -- 1 52.51 -- 2 55.13 -- 3 57.89 -- 4 62.25 -- 6614 UCHR SR PARKS MAINT WRKR (HOURLY) 0 28.58 -- 1 30.01 -- 2 31.51 -- 3 33.08 -- 4 34.74 -- 3734 ACE STOREKEEPER 0 23.78 1,902.55 1 24.97 1,997.69 2 26.22 2,097.56 3 27.53 2,202.45 4 28.91 2,312.57 Page 460 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 67 of 71 3732 ACE STOREKEEPER SUPERVISOR 0 28.54 2,283.07 1 29.97 2,397.22 2 31.46 2,517.08 3 33.04 2,642.94 4 34.69 2,775.09 6127 ACE STORMWATER COMPLNCE INSP I 0 30.76 2,461.04 1 32.30 2,584.09 2 33.92 2,713.30 3 35.61 2,848.97 4 37.39 2,991.42 6125 ACE STORMWATER COMPLNCE INSP II 0 33.84 2,707.15 1 35.53 2,842.50 2 37.31 2,984.63 3 39.17 3,133.87 4 41.13 3,290.55 6137 ACE STORMWATER ENV SPECIALIST I 0 34.46 2,757.01 1 36.19 2,894.88 2 38.00 3,039.61 3 39.90 3,191.60 4 41.89 3,351.19 6135 ACE STORMWATER ENV SPECIALIST II 0 37.91 3,032.73 1 39.80 3,184.37 2 41.79 3,343.59 3 43.88 3,510.74 4 46.08 3,686.31 6131 MM STORMWATER PROGRAM MANAGER 0 52.19 4,175.47 1 54.80 4,384.24 2 57.54 4,603.44 3 60.42 4,833.63 4 63.44 5,075.30 5241 MM SUPRVSNG PUBLIC SAFETY ANALYST 0 51.37 4,109.61 1 53.94 4,315.10 2 56.64 4,530.85 3 59.47 4,757.39 4 62.44 4,995.25 Page 461 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 68 of 71 6151 ACE SURVEY TECHNICIAN I 0 28.66 2,293.16 1 30.10 2,407.82 2 31.60 2,528.21 3 33.18 2,654.63 4 34.84 2,787.37 6141 ACE SURVEY TECHNICIAN II 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 3015 PROF SYSTEMS/DATABASE ADMINISTRATOR 0 43.61 3,488.43 1 45.79 3,662.87 2 48.08 3,846.00 3 50.48 4,038.31 4 53.00 4,240.21 3027 ACE TELECOMMUNICATIONS SPECIALIST 0 26.53 2,122.26 1 27.85 2,228.37 2 29.25 2,339.79 3 30.71 2,456.78 4 32.25 2,579.62 7503 UCHR TINY TOT AIDE 0 18.40 -- 1 19.32 -- 2 20.29 -- 3 21.30 -- 4 22.37 -- 7505 UCHR TINY TOT SPECIALIST 0 22.08 -- 1 23.18 -- 2 24.34 -- 3 25.56 -- 4 26.84 -- 5155 UCHR TRAFFIC CONTROL ASSISTANT 0 15.69 -- 1 16.48 -- 2 17.30 -- 3 18.17 -- 4 19.08 -- Page 462 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 69 of 71 5293 UCHR TRAFFIC OFFICER 0 15.69 -- 1 16.48 -- 2 17.30 -- 3 18.17 -- 4 19.08 -- 6187 ACE TRAFFIC SIGNAL & LIGHT TECH I 0 30.20 2,416.35 1 31.71 2,537.17 2 33.30 2,664.02 3 34.97 2,797.22 4 36.71 2,937.09 6185 ACE TRAFFIC SIGNAL & LIGHT TECH II 0 33.22 2,657.99 1 34.89 2,790.88 2 36.63 2,930.43 3 38.46 3,076.93 4 40.38 3,230.79 6181 ACE TRAFFIC SIGNAL & LIGHTING SUPV 0 38.21 3,056.68 1 40.12 3,209.52 2 42.12 3,369.98 3 44.23 3,538.49 4 46.44 3,715.40 5262 ACE TRAINING PROGRAM SPECIALIST 0 27.68 2,214.24 1 29.06 2,324.96 2 30.52 2,441.20 3 32.04 2,563.27 4 33.64 2,691.43 6031 WCE TRANSPORTATION ENGR W CERT 0 60.16 4,812.88 1 63.17 5,053.53 2 66.33 5,306.20 3 69.64 5,571.52 4 73.13 5,850.09 6033 WCE TRANSPORTATION ENGR W/O CERT 0 57.30 4,583.71 1 60.16 4,812.89 2 63.17 5,053.54 3 66.33 5,306.21 4 69.64 5,571.53 Page 463 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 70 of 71 6575 ACE TREE TRIMMER 0 26.20 2,095.67 1 27.51 2,200.46 2 28.88 2,310.48 3 30.33 2,426.00 4 31.84 2,547.30 6572 ACE TREE TRIMMER SUPERVISOR 0 36.15 2,892.02 1 37.96 3,036.64 2 39.86 3,188.47 3 41.85 3,347.89 4 43.94 3,515.29 5308 UCHR VETERINARIAN 0 46.77 -- 1 49.11 -- 2 51.57 -- 3 54.15 -- 4 56.85 -- 5331 PROF VETERINARIAN (PERMITTED) 0 62.32 4,985.47 1 65.43 5,234.73 2 68.71 5,496.48 3 72.14 5,771.31 4 75.75 6,059.86 5335 PROF VETERINARIAN I 0 44.26 3,540.81 1 46.47 3,717.86 2 48.80 3,903.74 3 51.24 4,098.93 4 53.80 4,303.88 5333 PROF VETERINARIAN II 0 50.90 4,071.93 1 53.44 4,275.51 2 56.12 4,489.30 3 58.92 4,713.75 4 61.87 4,949.45 5334 UCHR VETERINARIAN II 0 50.90 -- 1 53.44 -- 2 56.12 -- 3 58.92 -- 4 61.87 -- Page 464 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective May 17, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 71 of 71 5323 UCHR VETERINARY ASSISTANT 0 20.71 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5325 ACE VETERINARY ASSISTANT 0 20.71 1,657.08 1 21.75 1,739.93 2 22.84 1,826.92 3 23.98 1,918.28 4 25.18 2,014.19 3029 ACE VOIP/VIDEOCONF SPECIALIST 0 35.54 2,843.49 1 37.32 2,985.67 2 39.19 3,134.95 3 41.15 3,291.69 4 43.20 3,456.29 7131 ACE VOLUNTEER COORDINATOR 0 22.64 1,811.44 1 23.78 1,902.02 2 24.96 1,997.13 3 26.21 2,096.98 4 27.52 2,201.82 2777 ACE WEBMASTER 0 34.08 2,726.51 1 35.79 2,862.83 2 37.57 3,005.98 3 39.45 3,156.27 4 41.43 3,314.09 Revised June 6, 2023 (Effective July 14, 2023) July 11, 2023 (Effective July 14, 2023) September 12, 2023 (Effective September 22, 2023 | Mayor, City Attorney and Councilperson salaries effective July 1, 2023) December 12, 2023 (Effective December 15, 2023) January 9, 2024 (Effective January 12, 2024 | Mayor, City Attorney and Councilperson salaries effective July 1, 2023) February 13, 2024 (Effective February 9, 2024) May 21, 2024 (Effective May 17, 2024) Page 465 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 From: alan mil < Sent: Friday, May 17, 2024 1:27 PM To: CA DA Deputy D Matthew Struhar <News Star News Chula Vista < Mayor National City Ron Morrison < John McCann <jmccann@chulavistaca.gov>; Alonso Gonzalez agonzalez@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Carolina Chavez cchavez@chulavistaca.gov>; Council District 4 <District4@chulavistaca.gov>; CityClerk CityClerk@chulavistaca.gov> Subject: Fwd: SANDAG VOTE PERMANENT MANAGED TOLL 125 / USE NOV TAX TO CHANGE 805 TO MANAGED LANES TOLL ROAD WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov COPY TO NEWS MAYORS SANDAG CITY COUNCILS SAN DIEGO SUPERVISORS CA STATE REPRESENTATIVES @CLERKS - Please attach entire email, links and attachments into next meeting under Non Agenda Comment Public Record Good Morning Media and Elected Representatives, IF ONLY 76 FREEWAY WAS EXPANDED DECADES AGO AS PROMISED BY TRANSNET TAX PEOPLE WOULD NOT HAVE BEEN KILLED ON THE NARROW FREEWAY LOOK WHICH POLITICIANS DID THIS I’m heartbroken to hear of the tragic loss of Peggy Moore and Hope wood. Peggy was a friend, an activist, and one of the best organizers I knew. Her passion and fight for justice and equality is what brought her and Hope together."— Rep. Barbara Lee @RepBarbaraLee) May 12, 2024" https://www.nbcsandiego.com/news/local/bay-area-political-couple-killed-in-crash- near-fallbrook/3513826/ Page 466 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 SANDAG USE TAX DOUBLE TAX COMMUTERS FEBRUARY 2022 CBS 8 Video Chula Vista Mayor Salas: 'We’re the only ones being asked to pay for a toll road' SANDAG TWO YEARS AGO ADMITS TRANSNET TAX PAID ROAD WILL BE PERMANENT TOLL https://www.youtube.com/watch?v=Q70E2MaKFZo&t=0s JULY 8 2022 SANDAG Meeting Video (SANDAG YouTube) Mayor Salas and Council McCann (after public comment) Request REMOVE TOLL SANDAG unanimous bipartisan vote remove 125 toll. Obtains 2 million from state. YET PLANS FOR YEARS TO MAKE PERMANENT MANAGED TOLL LANES on 125 https://www.youtube.com/watch?v=zLfORc7KdSQ&t=9920s In Video: Heartless Caltrans Climate Agenda Ann Fox Ignores Gridlock 805 and 5 Accident Risks WANTS KEEP 125 TOLL FORCE COMMUTERS TAKE BUS Page 467 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 AUGUST 2018 FOR DECADES ACCIDENT RISK COMMUTERS TAKE NEIGHBORHOOD STREETS TO AVOID MANAGED LANE TOLLS Somebody's going to get killed," said resident Judy Tieber. Drivers trying to avoid paying tolls on state Route 125 are using neighborhood streets to get to and from state Route 54 "With the toll road, 125, traffic on this road has jumped to 7,000-8,000 cars a day. It’s all for one reason, it’s called toll road avoidance." The problem is especially dangerous near Sunnyside Elementary School, where the marquee out front tells drivers to slow down. The committee says that's one of their primary concerns. "In the afternoon or the morning when school's getting out, this whole roadway's full of cars with people crossing the street going to school," said Mike Clowers. "Drivers need to know; this is a neighborhood, not a freeway." https://www.10news.com/news/drivers-dodging-tolls-on-sr-125-cause-problems-in- south-bay-neighborhood WEEKS LATER 07-30-2022 New Toll Equipment TAX WASTE AFTER UNANIMOUS VOTE REMOVE TOLL https://timesofsandiego.com/life/2022/07/29/sandag-to-close-sr-125-toll-road-this- weekend-for-new-tolling-equipment/ THE NEW TOLL CONTRACT THE CAUSE OF 45,000 COMMUTERS MISCHARGES https://www.sandiegouniontribune.com/communities/east-county/story/2023-11- 28/el-cajon-mayor-calls-on-sandag-to-probe-south-bay-expressway-tolls Page 468 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 NOV 2023 CBS 8 Thousands of drivers mischarged on SR-125 South Bay toll road https://www.youtube.com/watch?v=PvmsgwIMEbA&t=0s 125 ALREADY PAID BY TRANSNET TAX PROMISED VOTERS FREEWAYS NOT MANAGED LANES NOT TOLL ROADS COUNTY SALES TAX SINCE 1987 EXPIRES 2048 WHERE ARE OUR TAX FUNDS ROADS PROMISED? TRANSNET TAX FREEWAY EXPANSION LIE SINCE 1987 https://www.keepsandiegomoving.com/transnet-about.aspx SCREENSHOT VOTER BALLOT EXPAND FREEWAYS Page 469 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 MAY 2024 PROPOSAL CONVERT 125 TO PERMANENT MANAGED LANES TOLL ROAD SANDAG planning to change toll road to PERMANENT Managed Lanes Toll Road USING OUR TAX TO DOUBLE TAX COMMUTERS. "Convert all existing lanes to managed lanes: Converting the toll road to a fully managed facility is believed to be a lower cost to implement and with less environmental impacts. It also would be consistent with SANDAG Resolution No. 2023- 11. A fully managed facility could be operated in a variety of ways to address specific goals related to traffic and equity." https://www.google.com/url?sa=D&q=https://legistarweb - production.s3.amazonaws.com/uploads/attachment/pdf/2600257/Item_8_- Process_for_Removing_Tolls_on_SR_125.pdf&ust=1716050280000000&usg=AOvVaw 0mpTECRZeQSD0dJbzPkOK7&hl=en TAX INCREASE TO FUND TOLL ROAD Page 470 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 NO ON SANDAG SALES TAX NOV BALLOT THAT WILL CONVERT 805 LANES INTO TOLL ROAD SANDAG $2.7 BILLION PLAN CONVERT FOUR LANES 805 INTO MANAGED TOLL LANES https://apasandiego.org/download/I-805_Managed_Lanes.pdf SANDAG IN ORDER TO BYPASS 2/3 VOTE OF THE PEOPLE USES TAX PAID UNION FUNDS TAX INCREASE NOVEMBER BALLOT Let’s Go! San Diego pursued the ballot initiative to pay for a slate of transit and road projects sought by the San Diego Association of Governments (SANDAG). One key difference between the current measure and the one from eight years ago – as it is an initiative, it would only require a simple majority to pass, unlike Measure A, which needed a two-thirds vote.." https://timesofsandiego.com/politics/2024/01/05/voters-to-decide-fate-of-half-cent- sales-tax-increase-which-makes-november-ballot/ LESSON FROM NORTH COUNTY MANAGED LANES 15 TAXING COMMUTERS: Page 471 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 CHULA VISTA HAS WEIGHTED VOTE https://www.kpbs.org/news/politics/2023/01/05/10-cities-demand-sandag-scrap- weighted-vote-to-get-representation SANDAG REP CAROLINA CHAVEZ cchavez@chulavistaca.gov STOP MANAGED LANE 125 AND 805 CHULA VISTA TUESDAY MEETINGS Page 472 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 https://www.chulavistaca.gov/departments/mayor-council/council-meeting-agenda SANDAG FRIDAY MEETINGS EVERY CITY REP ATTENDING https://www.sandag.org/calendar Page 473 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry Received 5/17/2024 Alan Curry Page 474 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Public Comments – Curry #2 Received 5/17/2024 From: alan mil < Sent: Friday, May 17, 2024 1:50 PM To: Carolina Chavez <cchavez@chulavistaca.gov>; Jarred Cole <jcole@chulavistaca.gov> Cc: John McCann <jmccann@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Alonso Gonzalez <agonzalez@chulavistaca.gov>; Council District 4 <District4@chulavistaca.gov>; Cynthia Kaui ckaui@chulavistaca.gov> Subject: PLEASE USE THIS VIDEO SHOW AT SANDAG - STOP PERMANENT TOLL 125 WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Hello Carolina and Jared, Please see previous email for details. Attached is the video showing former Mayor Salas and current Mayor McCann both speaking at SANDAG to win unaminous vote to remove the 125 toll. The people were lied to if SANDAG pushes all of 125 lanes to managed toll road and future plan of 805 into remove lanes for managed toll lanes. Most commuters CANNOT car pool or afford to pay the fee which is a double tax on an already Transnet Tax Paid road! You can communicate with SANDAG Clerk Francesca in advance to arrange showing the download video on the Video Screen for the next SANDAG meeting. Please do this; the video is a compilation from SANDAG Meeting July 2022. SANDAG changing 125 to a PERMENET TOLL ROAD BY IMPLEMENTING ALL LANES AS MANAGED LANES. Commuters will continue to take side streets rushing thru neighborhoods to avoid 125; a risk of accidents including school children walking to school. COMMUTERS TAKE NEIGHBORHOOD STREETS TO AVOID MANAGED LANE TOLLS Somebody's going to get killed," said resident Judy Tieber. Drivers trying to avoid paying tolls on state Route 125 are using neighborhood streets to get to and from state Route 54 "With the toll road, 125, traffic on this road has jumped to 7,000-8,000 cars a day. It’s all for one reason, it’s called toll road avoidance." The problem is especially dangerous near Sunnyside Elementary School, where the marquee out front tells drivers to slow down. The committee says that's one of their primary concerns. In the afternoon or the morning when school's getting out, this whole roadway's full of cars with people crossing the street going to school," said Mike Clowers. "Drivers need to know; this is a neighborhood, not a freeway." https://www.10news.com/news/drivers-dodging-tolls-on-sr-125-cause-problems-in-south-bay- neighborhood Alan Curry Page 475 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 0 4 P a g e | 1 May 21, 2024 ITEM TITLE Annual Budget: Consideration of Adopting the Fiscal Year 2024-25 Operating and Capital Improvement Budgets and Revised Fiscal Year 2024-25 Compensation Schedule Report Number: 24-0087 Location: No specific geographic location Department: Finance G.C. § 84308: No. 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 Conduct the public hearing and take the following actions: A) Adopt a resolution adopting the operating and capital improvement budgets for the City of Chula Vista for fiscal year 2024-25 and appropriating funds for the fiscal year ending June 30, 2025 excluding Open Space Districts: #01, #02, #20 Zone 5, #20 Zone 7; Community Facilities Districts: 07-M, 13-M, 97-2; and Capital Improvement Project STM0407 B) Adopt a resolution adopting the operating budget for Open Space District #01 and Capital Improvement Project STM0407 for fiscal year 2024-25 and appropriating funds for the fiscal year Ending June 30, 2025 C) Adopt a resolution adopting the operating budget for Open Space District #02 for fiscal year 2024-25 and appropriating funds for the fiscal year Ending June 30, 2025 D) Adopt a resolution adopting the operating budget for Open Space District #20 Zone 5 for fiscal year 2024- 25 and appropriating funds for the fiscal year ending June 30, 2025 E) Adopt a resolution adopting the operating budget for Open Space District #20 Zone 7 and Community Facilities District 07-M for fiscal year 2024-25 and appropriating funds for the fiscal year Ending June 30, 2025 Page 476 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 2 F) Adopt a resolution adopting the operating budget for Community Facilities District 13-M and 97-2 for fiscal year 2024-25 and appropriating funds for the Fiscal year Ending June 30, 2025 G) (Housing Authority) Adopt a resolution adopting the operating budget for the Housing Authority for Fiscal year 2024-25 and Appropriating Funds for the fiscal year ending June 30, 2025 H) (Successor Agency) Adopt a resolution adopting the operating budgets for the Successor Agency to the Redevelopment Agency for fiscal year 2024-25 and appropriating funds for the fiscal year ending June 30, 2025 I) Adopt a resolution amending the Compensation Schedule and Classification Plan to reflect the addition of various position titles and changes in salary as reflected in the fiscal year 2024-25 operating budget J) Adopt a resolution approving the Amended Compensation Summary for All Unrepresented Employees and Elected Officials, including authorization for the Mayor to execute any necessary contract amendments to implement said Amended Compensation Summary K) Adopt a resolution approving the revised fiscal year 2023-24 Compensation Schedule effective June 14, 2024, as required by California Code of Regulations, Title 2, Section 570.5 L) Adopt a resolution approving the fiscal year 2024-25 Compensation Schedule effective July 12, 2024, as required by California Code of Regulations, Title 2, Section 570.5 M) Place an ordinance on first reading amending Chula Vista Municipal Code Section 2.05.010 to delete certain unclassified position titles that are specifically delineated in the City Charter and to delete certain position titles that are no longer active (First Reading) (4/5 Vote Required) SUMMARY On May 7, 2024, the City Council was presented the City Manager’s proposed operating and capital improvement budgets for the City, and the operating budgets for the Housing Authority and for the Successor Agency to the Redevelopment Agency for fiscal year 2024-25 (ending June 30, 2025). During the City Council meeting, the City Manager’s Proposed Operating and Capital Improvement Budgets were amended to include $400,000 in the General Fund that would be offset with additional personnel savings (refer to Attachment 2). The budgets submitted at this time for formal adoption and appropriation represent the City Council’s amended fiscal year 2024-25 Proposed Budget. 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 the proposed 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. Page 477 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 3 BOARD/COMMISSION/COMMITTEE RECOMMENDATION On April 22, 2024 the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan. On April 25, 2024 the Citizens’ Oversight Committee (COC) for Measure P affirmed that the proposed budget for Measure P was in compliance with the City’s approved infrastructure, facilities and equipment expenditure plan. DISCUSSION Staff presented the fiscal year 2024-25 Proposed Budget document to the City Council at the May 7, 2024 meeting. As required by the City Charter, the City Manager’s proposed budget was submitted to the City Council at least thirty-five (35) days before the beginning of the fiscal year. The City Council requested changes to the City Manager’s proposed budget and set May 21, 2024 as the date for the adoption of the Fiscal year 2024-25 budget. The budget presented for final adoption in this staff report and Attachment 1 is the original City Manager’s fiscal year 2024-25 Proposed Budget accepted by the City Council on May 7, 2024, and the memorandum reflects the changes requested by City Council as summarized in Attachment 2. In accordance with the City Charter, a copy of the City Council’s proposed budget was made available on May 2, 2024, for public review by making a hard copy of the budget available at the City Clerk’s Office and at the City’s Libraries, as well as posting a copy of the budget on the City’s website. On May 7, 2024, the City Council was presented the City Manager’s Proposed Operating and Capital Improvement Budgets for the City, and the operating budgets for the Housing Authority and for the Successor Agency to the Redevelopment Agency for fiscal year 2024-25 (ending June 30, 2025). During the City Council meeting, the City Manager’s Proposed Operating and Capital Improvement Budgets were amended to include a $400,000 increase in Supplies and Services and a salary savings reduction of $400,000 resulting in no fiscal impact in the General Fund (refer to Attachment 2). Attachment 3, Recommended Expenditures by Department and Category, summarizes the City Council’s proposed amended budget for fiscal year 2024-25. The All Funds expenditure budget submitted for fiscal year 2024-25 totals $595.3 million. The General Fund budget totals $274.1 million. The All Funds budget for fiscal year 2024-25 includes allocations for capital improvement projects totaling $81.2 million. The remaining $238.0 million represents the operating budgets for various funds including the Successor Agency to the Redevelopment Agency, Housing, Sewer, Development Services, Fleet, Debt Service, and other funds. Estimated All Funds revenues total $608.5 million, the Schedule of Revenues is included as Attachment 4. CITY COUNCIL FISCAL YEAR 2024-25 PROPOSED BUDGET (IN MILLIONS) Category FY 2025 ALL FUNDS FY2025 GENERAL FUND Revenues $ 608.5 $ 274.1 Expenditures 595.3 274.1 Prior Year Fund Balance - - Surplus/(Deficit) $ 13.2 $ - Page 478 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 4 Compensation Summary for Unrepresented Employees The current Compensation Summary for all unrepresented employees and elected officials expires on June 30, 2024. Approval of Resolution J would approve the Amended Compensation Summary for fiscal years 2024-25, 2025-26 and 2026-27. Compensation Schedules California Code of Regulations (CCR), Title 2, Section 570.5 (CCR Section 570.5) requires that, for purposes of determining a retiring employee's pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets all of the following requirements: 1. Has been duly approved and adopted by the employer’s governing body in accordance with requirements of applicable public meetings laws; 2. Identifies the position title for every employee position; 3. Shows the pay rate for each identified position, which may be stated as a single amount or as multiple amounts within a range; 4. Indicates the time base, including, but not limited to, whether the time base is hourly, daily, bi- weekly, monthly, bi-monthly, or annually; 5. Is posted at the office of the employer or immediately accessible and available for public review from the employer during normal business hours or posted on the employer’s internet website; 6. Indicates an effective date and date of any revisions; 7. Is retained by the employer and available for public inspection for not less than five years; and 8. Does not reference another document in lieu of disclosing the pay rate. This regulation applies to all employers reporting compensation to California Employees' Retirement System (CalPERS). Staff is submitting the revised fiscal year 2023-2024 Compensation Schedule (Attachment 7) and Fiscal Year 2024-2025 Compensation Schedule (Attachment 7) that complies with these requirements to City Council for approval. If approved, the duly approved and adopted Compensation Schedules will be immediately accessible and available for public review on the City's internet website in accordance with CCR Section 570.5. Failure to comply with this State-mandated approval requirement would delay computation of a retiring employee's pension allowance by CalPERS. Adoption of the 2023-2024 Compensation Schedule pertains to Resolution K; the 2024-2025 Compensation Schedule pertains to Resolution L. The Compensation Schedule consists of step salary pay for all established positions at the City of Chula Vista, including hourly and bi-weekly time base. This schedule defines the payment to employees for services performed during normal working hours or for time during which the employee is excused from work because of holidays, sick leave, industrial disability, payments under Labor Code Section 4850, vacation, compensatory time-off or leave of absence. It is designed and administered to provide and maintain an equitable wage and salary system at the City that compensates all employees for their work efforts performed within specific job classifications and corresponding salary ranges, in order to attract and retain the most highly skilled employees possible. The Compensation Schedule attached to Resolution K reflects a previously approved 5% salary adjustment for the City Manager effective June 14, 2024, increasing the authorized salary to $330,752.50. Page 479 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 5 The Compensation Schedule attached to Resolution L reflects the pay rate of all job titles effective July 12, 2024. Once approved, any changes to the adopted Compensation Schedule including, but not limited to, across-the-board increases, classification changes and salary adjustments approved subsequent to this date will be reflected in a revised Compensation Schedule which will be submitted to Council for approval. Unclassified Ordinance Chula Vista Municipal Code Section 2.05.010 requires updates to reflect the position changes impacting the unclassified positions. Chula Vista City Charter Section 500(a) requires that all unclassified positions not mentioned specifically in Charter Section 500(a) be adopted by ordinance. Adoption of the Ordinance will delete unclassified position titles that are specifically delineated in City Charter sections 500(a), (b) and (c) and those position titles that are no longer active per Municipal Code section 2.05.010 as outlined in Ordinance A. Position Summary The City Council Proposed Budget for fiscal year 2024-25 includes 1,301.75 positions for all funds. This is a net increase of 38.00 positions when compared to the fiscal year 2023-24 adopted budget that included 1,263.75 authorized positions. During fiscal year 2023-24, the City Council approved a net increase of 21.00 positions. These changes are reflected in the fiscal year 2024-25 proposed budget. Fiscal year 2024-25 changes in the General Fund resulted in a net increase of 14.00 FTEs and changes to other funds resulted in a net increase of 3.00 FTE. In addition to these net changes, several reclassification studies were completed citywide to reflect changes of duties performed by City personnel. The staffing changes are summarized in the following tables and the Proposed Staffing by Department/ Fund for fiscal year 2024-25 is included as Attachment 5. Summary of Fiscal Year 2023-24 Mid-Year Staffing Changes Department/Fund Program Position FTE Animal Care Facility (2.00) Animal Care Services Animal Care Facility Manager (1.00) Deputy Director of Animal Services 1.00 Animal Control Officer 1.00 Animal Services Specialist 1.00 Administration (0.00) Communications Marketing and Communications Manager (1.00) Communications Manager 1.00 City Clerk (1.00) Operations Deputy City Clerk II 1.00 Development Services Fund (0.00) Current Planning Sr Project Coordinator (1.00) Sr Planner 1.00 Secretary (1.00) Facilities Financing Associate Planner (1.00) Page 480 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 6 Department/Fund Program Position FTE Land Development Associate Engineer 1.00 Development Services Counter Development Services Tech I (1.00) Development Services Tech II 1.00 Sr Engineering Tech (1.00) Development Services Tech III 2.00 Development Services GF (0.00) Dev Services Admin Development Services Tech II (1.00) Development Services Tech I 1.00 Deputy Director of Development Services 1.00 Long-Range Planning Sr Planning Tech (1.00) Engineering and Capital Projects (-1.00) Construction Inspection Sr Engineering Tech (1.00) Survey Associate Land Surveyor 1.00 Fiscal Sustainability Admin Services Manager (1.00) Principal Management Analyst 1.00 Sr Management Analyst (1.00) Environmental Services Fund (0.00) Environmental Services Conservation Specialist II (2.00) Recycling Specialist II 2.00 Finance (1.00) Revenue and Recovery Accounting Assistant (1.00) Accounting Technician 1.00 Budget and Analysis Sr Management Analyst 1.00 Fleet Fund (1.00) Central Garage Operations Equipment Mechanic 1.00 Human Resources (0.00) Admin Assistant Director of HR 1.00 Operations Human Resources Manager (1.00) Sr HR Analyst (1.00) Principal HR Analyst 1.00 Library (-0.50) Admin City Librarian (1.00) Director of Community Services (0.50) Director of Library Services 1.00 Measure A (6.00) Fire Firefighter/Paramedic 6.00 Police Police Agent (2.00) Police Sergeant 2.00 Parks and Recreation (0.50) Admin Parks and Recreation Administrator (1.00) Director of Community Services (0.50) Director of Parks and Recreation 1.00 Assistant Director of Parks and Recreation 1.00 Police Grant Funds (0.00) HIDTA CBAG FA Graphic Designer/Webmaster (1.00) ORT Prevention Police Agent 1.00 Public Works (2.00) Park Maintenance Parks Maintenance Worker II 1.00 Project Management Real Property Manager 1.00 Sewer Fund (1.00) Sewer Billing Fiscal Office Specialist 1.00 Transport Fund (8.00) Transport CV Paramedic (non-safety) 3.00 Page 481 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 7 Department/Fund Program Position FTE EMT (non-safety) 5.00 CITYWIDE TOTAL 21.00 Fiscal Year 2024-25 Staffing Changes Department/Fund Program Position FTE Admin (2.00) Communications Community Engagement Spec 1.00 Admin Deputy City Manager/PW Director 1.00 CV Housing Authority Fund (1.00) Housing and Homeless Services Homeless Services Specialist II 1.00 Development Services GF (1.00) Code Enforcement Building Official 1.00 Development Services Fund (-2.00) Code Enforcement Building Official/Code Enforcement Manager (1.00) Admin Development Project Manager (1.00) Economic Development (-1.00) Admin Chief Sustainability Officer (1.00) Economic Development - Environmental Services Fund(-9.00) Environmental Services Environmental Services Manager (1.00) Recycling Specialist II (7.00) Sr Recycling Specialist (1.00) Engineering Cap Proj (2.00) Infrastructure projects Principal Civil Engineer 1.00 Admin Assistant Director of Eng 1.00 Fleet Fund (0.00) Central Garage Fire Apparatus Mechanic (1.00) Equipment Mechanic 1.00 Fire (9.00) Bayfront Fire Captain 3.00 Fire Engineer 3.00 Firefighter/Paramedic A 3.00 Human Resources (0.00) Disability Management Sr Risk Management Specialist (1.00) Principal Risk Management Spec 1.00 Information Technology Services (0.00) Micro-Computers Sr Info tech Support Spec II/Sr Police Tech Spec (2.00) Sr Info tech Support Spec II 2.00 Measure A (3.00) Fire Firefighter A 3.00 Parks & Recreation (0.00) Admin Admin Tech (1.00) Management Analyst II 1.00 Police (-1.00) Jail Detention Facility Manager (1.00) Detentions Officer (1.00) Detentions Supervisor 1.00 Public Works (2.00) Park Operations Admin Sr Management Analyst (1.00) Admin Public Works Specialist 1.00 Sr Fiscal Office Specialist 1.00 Director of Public Works (1.00) Park Rangers Maintenance. Worker II 1.00 Page 482 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 8 Department/Fund Program Position FTE Public Works Supervisor 1.00 Public Works - Environmental Services Fund (9.00) Environmental Services Environmental Services Manager 1.00 Recycling Specialist II 7.00 Sr Recycling Specialist 1.00 Sewer Fund (1.00) Engineering Associate Engineer 1.00 CITYWIDE TOTAL 17.00 DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council and has found that conflicts exists; in that members have real property holdings within 500 feet of the boundaries of the Open Space Districts listed below by City Council. Consequently, pursuant to California Code of Regulations Title 2, sections 18700 and 18702.2(a)(7), 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 member identified below: Mayor McCann and Council Member Chavez: For Open Space District 1 and Capital Improvement Project STM0407, which is the subject of Resolution B of this action. Council Member Morineau: For Open Space District 2, which is the subject of Resolution C of this action. Council Member Chavez: For Open Space District 20 Zone 5, which is the subject of Resolution D of this action. Mayor McCann: For Open Space District 20 Zone 7, and CFD 07-M, which are the subject of Resolution E of this action. Council Member Gonzalez: For CFD 13-M and CFD 97-2, which are the subject of Resolution F of this action. Staff is not independently aware and has not been informed by any City Council member, of any othe r fact that may constitute a basis for a decision-maker conflict of interest in this matter. Staff has reviewed the property holdings of the City Council and has found that, Council Member Preciado and Council Member Gonzalez have real property holdings within 1,000 feet, but beyond 500 feet, of the boundaries of Open Space District 11 (Preciado) and CFD 12-M (Gonzalez) which are the subject of this action. However, to the extent that any decision would have a reasonably foreseeable financial effect on the member’s real property, the effect would be nominal, inconsequential, or insignificant. Consequently, pursuant to California Code of Regulations Title 2, sections 18700 and 18702(b), this item does not present a real property-related 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 a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT There is no current-year fiscal impact as a result of the adoption of the budget. Page 483 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 9 ONGOING FISCAL IMPACT Approval of the proposed budgets will result in the appropriation of $595.3 million in funding for the fiscal year ending June 30, 2025. This amount includes a General Fund budget of $274.1 million. Category FY 2025 Revenues FY 2025 Expenditure Net Impact General Fund $ 274,124 $ 274,124 - Capital Funds 866 868 (1) Debt Funds 33,766 33,766 - Development Funds 55,280 44,708 10,572 Enterprise Funds 34,741 35,394 (653) Gas Tax Funds 14,647 14,596 51 Grant Funds 11,860 12,151 (291) Internal Service Funds 15,800 15,253 548 Measure A Sales Tax Fund 29,115 43,468 (14,353) Measure P Sales Tax Fund 28,979 18,807 10,172 Open Space Funds 23,249 23,463 (214) Other Funds 14,689 18,460 (3,771) Section 115 Trust Fund 8,946 0 8,946 Sewer Funds 55,969 52,187 3,782 Successor Agency Funds 6,493 8,053 (1,561) Total All Funds $ 608,525 $ 595,299 $ 13,226 ATTACHMENTS 1. Fiscal year 2024-25 Proposed Budget 2. Fiscal year 2024-25 City Manager Amended Proposed Budget Memo 3. Fund Appropriations by Department and Expenditure Category 4. Schedule of Revenues 5. Authorized Positions by Department 6. Compensation Summary for Unrepresented Employees and Elected Officials 7. Fiscal year 2023-24 Compensation Schedule – Effective June 14, 2024 8. Fiscal year 2024-25 Compensation Schedule – Effective July 12, 2024 Staff Contacts: Sarah Schoen, Director of Finance/Treasurer Ed Prendell, Budget & Analysis Manager Page 484 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING AND CAPITAL IMPROVEMENT BUDGETS FOR THE CITY OF CHULA VISTA FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 EXCLUDING OPEN SPACE DISTRICTS: #01, #02, #20 ZONE 5, #20 ZONE 7; COMMUNITY FACILITIES DISTRICTS: 07-M, 13-M, 97-2; AND CAPITAL IMPROVEMENT PROJECT STM0407 WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as its proposed budgets and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the budget submitted at this time for formal adoption and appropriation has been published for the requisite ten-day public review period and represents the City Council’s final proposed budget for fiscal year 2024-25, as accepted on May 7, 2024; and WHEREAS, a copy of the proposed budget document is on file in the Office of the City Clerk; and WHEREAS, the proposed All Funds Budget as presented for adoption totals $595.3 million including a General Fund budget that totals $274.1 million; and WHEREAS, the total number of recommended permanent positions is 1,301.75 for fiscal year 2024-25, a net increase of 38.00 positions when compared to the fiscal year 2023-24 Council adopted budget; and Page 485 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. _________ Page 2 WHEREAS, a public hearing on the budget was noticed and held as required by the City Charter, and all public testimony was received and considered. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts the Operating and Capital Improvement Budgets for the City of Chula Vista for fiscal year 2024-25 excluding, Open Space Districts: #01, #02, #20 Zone 5, #20 Zone 7; Community Facilities Districts: 07-M, 13-M, 97-2; and Capital Improvement Project STM0407 as presented to the Council, a copy of which is on file in the Office of the City Clerk. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it approves the appropriation of funds for the fiscal year ending June 30, 2025 as described in the Expenditures by Department/Category report, as presented, a copy of which is on file with the City Clerk’s Office, excluding Open Space Districts: #01, #02, #20 Zone 5, #20 Zone 7; Community Facilities Districts: 07-M, 13-M, 97-2; and Capital Improvement Project STM0407. Presented by Sarah Schoen Director of Finance/Treasurer Approved as to form by Marco A. Verdugo City Attorney Page 486 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGET FOR OPEN SPACE DISTRICT #01 AND CAPITAL IMPROVEMENT BUDGET FOR CIP PROJECT STM0407 FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024 the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as its proposed budget, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the budget submitted at this time for formal adoption and appropriation has been published for the requisite ten-day public review period and represents the City Council’s final proposed budget for fiscal year 2024-25, as accepted on May 7, 2024; and WHEREAS, a copy of the proposed budget document is on file in the Office of the City Clerk; and WHEREAS, a public hearing on the budget was noticed and held as required by the City Charter, and all public testimony was received and considered. NOW, THEREFORE, BE IT RESOLVED by the City Council of the Cit y of Chula Vista, that it adopts the operating budget for Open Space District #01 (Fund 354) and Capital Improvement Budget for Capital Improvement Project STM0407 for the fiscal year ending June 30, 2025 and approves the appropriation of funds for fiscal year 2024-25 as summarized in the following tables: Page 487 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 FUND SUPPLIES & SERVICES UTILITIES OTHER EXPENSES TOTAL FY 2024 REVENUE 354 Open Space District #01 49,652 40,452 11,313 101,417 101,417 FUND DESCRIPTION PROJECT BUDGET 227 Transportation Sales Tax F Street Underground Phase 2 - Street Light Design STM0407 70,000 Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 488 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGET FOR OPEN SPACE DISTRICT #2 FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as its proposed budget, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the budget submitted at this time for formal adoption and appropriation has been published for the requisite ten-day public review period and represents the City Council’s final proposed budget for fiscal year 2024-25, as accepted on May 7, 2024; and WHEREAS, a copy of the proposed budget document is on file in the Office of the City Clerk; and WHEREAS, a public hearing on the budget was noticed and held as required by the Cit y Charter, and all public testimony was received and considered. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts the operating budget for Open Space District #02 (Fund 355) for the fiscal year ending June 30, 2025 and appropriates funds for fiscal year 2024-25 as summarized in the following table: FUND SUPPLIES & SERVICES UTILITIES OTHER EXPENSES TOTAL FY 2025 REVENUE 355 Open Space District #02 8,327 5,560 3,918 17,805 17,805 Page 489 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 490 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGET FOR OPEN SPACE DISTRICT #20 ZONE 5 FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as its proposed budget, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the budget submitted at this time for formal adoption and appropriation has been published for the requisite ten-day public review period and represents the City Council’s final proposed budget for fiscal year 2024-25, as accepted on May 7, 2024; and WHEREAS, a copy of the proposed budget document is on file in the Office of the City Clerk; and WHEREAS, a public hearing on the budget was noticed and held as required by the City Charter, and all public testimony was received and considered. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts the operating budget for Open Space District #20 Zone 5 (Fund 372, Organization 372568) for the fiscal year ending June 30, 2025 and appropriates funds for fiscal year 2024-25 as summarized in the following table: FUND ORGANIZATION SUPPLIES & SERVICES UTILITIES OTHER EXPENSES TOTAL FY 2025 REVENUE 372 Open Space District #20 Zone 5 372658 621,789 213,511 99,501 934,801 909,499 Page 491 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 492 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGET FOR OPEN SPACE DISTRICT #20 ZONE 7 AND COMMUNITY FACILITIES DISTRICT 07-M FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as its proposed budget, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the budget submitted at this time for formal adoption and appropriation has been published for the requisite ten-day public review period and represents the City Council’s final proposed budget for fiscal year 2024-25, as accepted on May 7, 2024; and WHEREAS, a copy of the proposed budget document is on file in the Office of the City Clerk; and WHEREAS, a public hearing on the budget was noticed and held as required by the City Charter, and all public testimony was received and considered. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts the operating budget for Open Space District #20 Zone 7 (Fund 372, Organization 372660) and Community Facilities District 07-M (Fund 386, Organization 386668) for the fiscal year ending June 30, 2025 and appropriates funds for fiscal year 2024-25 as summarized in the following table: Page 493 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 FUND ORGANIZATION SUPPLIES & SERVICES UTILITIES OTHER EXPENSES TOTAL FY 2025 REVENUE 372 Open Space District #20 Zone 7 372660 231,824 86,289 33,293 351,406 280,851 386 Community Facilities District 07-M 386668 609,538 139,454 184,450 933,442 1,013,101 Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 494 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGET FOR COMMUNITY FACILITIES DISTRICT 13-M AND COMMUNITY FACILITIES DISTRICT 97-2 FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as its proposed budget, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the budget submitted at this time for formal adoption and appropriation has been published for the requisite ten-day public review period and represents the City Council’s final proposed budget for fiscal year 2024-25, as accepted on May 7, 2024; and WHEREAS, a copy of the proposed budget document is on file in the Office of the City Clerk; and WHEREAS, a public hearing on the budget was noticed and held as required by the City Charter, and all public testimony was received and considered. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts the operating budget for Community Facilities District 13-M (Fund 344) and Community Facilities District 97-2 (Fund 386) for the fiscal year ending June 30, 2025 and appropriates funds for fiscal year 2024-25 as summarized in the following table: Page 495 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 FUND SUPPLIES & SERVICES UTILITIES OTHER EXPENSES TOTAL FY 2025 REVENUE 344 CFD 13-M Otay Ranch Village 2 1,604,979 627,573 215,648 2,448,200 2,409,842 386 CFD 97-2 Otay Ranch Preserve 710,481 - 93,906 804,387 922,011 Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 496 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOUSING AUTHORITY RESOLUTION NO. __________ RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGET FOR THE HOUSING AUTHORITY FOR FISCAL YEAR 2024- 25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the Housing Authority of the City of Chula Vista received and considered the City Manager’s proposed operating budget for the Housing Authority for the fiscal year ending on June 30, 2025; and WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal Year 2024-25 as their proposed budgets, respectively, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the Housing Authority’s operating budget submitted for formal adoption and appropriation represents the Housing Authority’s final proposed budget for fiscal year 2024-25 as accepted by the City Council on May 7, 2024; and final proposed operating budget, as presented in the fiscal year 2024-25 Proposed Budget document; and WHEREAS, a copy of the Housing Authority’s budget is on file in the Office of the City Clerk; and WHEREAS, Housing Fund expenditures for planning and administration are necessary for the production, improvement, or preservation of affordable housing. NOW, THEREFORE, BE IT RESOLVED by the Housing Authority of the City of Chula Vista, that it adopts the operating budget for the Housing Authority for fiscal year 2024-25, as presented, a copy of which is on file in the Office of the City Clerk. Page 497 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. _________ Page 2 BE IT FURTHER RESOLVED by the Housing Authority of the City of Chula Vista that it approves the appropriation of funds for the fiscal year ending June 30, 2025 as described in the Proposed Expenditures by Department/Category report presented to the Housing Authority, a copy of which is on file with the City Clerk’s Office. Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 498 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY RESOLUTION OF THE SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA ADOPTING THE OPERATING BUDGETS FOR THE SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY FOR FISCAL YEAR 2024-25 AND APPROPRIATING FUNDS FOR THE FISCAL YEAR ENDING JUNE 30, 2025 WHEREAS, the Successor Agency to the Redevelopment Agency of the City of Chula Vista received and considered the City Manager’s proposed budgets, including the Successor Agency’s budget, for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, on April 25, 2024, the Measure P Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure P was in compliance with the City’s approved Infrastructure, Facilities and Equipment Expenditure Plan; and WHEREAS, on April 22, 2024, the Measure A Citizens’ Oversight Committee (COC) affirmed that the proposed budget for Measure A was in compliance with the City’s approved Intended Public Safety Expenditure Plan; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, at the May 7, 2024 City Council meeting, the City Council accepted the City Manager’s proposed operating and capital improvement budgets for fiscal year 2024-25 as their proposed budgets, respectively, and set May 21, 2024 as the date for the adoption of the fiscal year 2024-25 budget; and WHEREAS, the Successor Agency’s budget submitted for formal adoption and appropriation represents the Successor Agency’s final proposed budget, as accepted on May 7, 2024 by the City Council; and WHEREAS, a copy of the Successor Agency’s budget is on file in the Office of the City Clerk; and WHEREAS, a public hearing on the City’s proposed budget, including the Successor Agency’s budget, was noticed and held as required by the City Charter, and all public testimony was received and considered. Page 499 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. _________ Page 2 NOW, THEREFORE, BE IT RESOLVED by the Successor Agency to the Redevelopment Agency of the City of Chula Vista that it adopts the fiscal year 2024-25 Budget for the Successor Agency to the Redevelopment Agency, as presented and on file in the Office of the City Clerk. BE IT FURTHER RESOLVED by the Successor Agency to the Redevelopment Agency of the City of Chula Vista that it approves the appropriation of funds for the fiscal year ending June 30, 2025 as described in the Proposed Expenditures by Department/Category report, as presented and on file with the City Clerk’s Office. Presented by Approved as to form by Sarah Schoen Marco A. Verdugo Director of Finance/Treasurer City Attorney Page 500 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda COUNCIL RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE COMPENSATION SCHEDULE AND CLASSIFICATION PLAN TO REFLECT THE ADDITION OF VARIOUS POSITION TITLES AND CHANGES IN SALARY AS REFLECTED IN THE FISCAL YEAR 2024-25 OPERATING BUDGET WHEREAS, the City Council of the City of Chula Vista received and considered the City Manager’s proposed operating and capital improvement budget for the City of Chula Vista for the fiscal year ending June 30, 2025; and WHEREAS, the City Manager’s Proposed Budget for fiscal year 2024-25 was presented at the May 7, 2024 City Council meeting; and WHEREAS, the City Council took action on May 7, 2024 to accept the City Manager’s Proposed Budget for fiscal year 2024-25 as their own and set a public hearing to consider the budget a final time before adoption; and WHEREAS, the budget submitted at this time for formal adoption and appropriation represents the City Council’s final proposed budget for fiscal year 2024-25; and WHEREAS, a copy of the proposed budget document for fiscal year 2024-25 is on file in the Office of the City Clerk; and WHEREAS, the total number of recommended permanent positions is 1,301.75 for fiscal year 2024-25, and represents a net an increase of 38.00 positions when compared to the fiscal year 2023-24 Council adopted budget; and WHEREAS, the document entitled Authorized Positions by Department, which is on file in the Office of the City Clerk, summarizes the final recommended position counts by department and fund for fiscal year 2024-25. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the amendments to the Compensation Schedule and Classification Plan to reflect the changes reflected in the fiscal year 2024-25 Operating Budget. Presented by Approved as to form by Maria V. Kachadoorian Marco A. Verdugo City Manager City Attorney Page 501 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE AMENDED COMPENSATION SUMMARY FOR ALL UNREPRESENTED EMPLOYEES AND ELECTED OFFICIALS, INCLUDING AUTHORIZATION FOR THE MAYOR TO EXECUTE ANY NECESSARY CONTRACT AMENDMENTS TO IMPLEMENT SAID AMENDED COMPENSATION SUMMARY WHEREAS, the City has set forth the compensation for all unrepresented employees and elected officials as set forth in a Compensation Summary via prior resolution; and WHEREAS, the City desires to amend the Compensation Summary for all unrepresented employees and elected officials ("Amended Compensation Summary") to inter alia, reflect corresponding salary and benefit changes as set forth in the Amended Compensation Summary attached to the related staff report as Attachment 6. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby does approve the Amended Compensation Summary, including authorization for the Mayor to execute any necessary contract amendments to implement said Amended Compensation Summary, and it shall continue in full force and effect until subsequent amendment by City Council. Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources/Risk Management City Attorney Page 502 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE REVISED FISCAL YEAR 2023-2024 COMPENSATION SCHEDULE EFFECTIVE JUNE 14, 2024, AS REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 570.5 WHEREAS, California Code of Regulations, Title 2, Section 570.5 requires that, for purposes of determining a retiring employee's pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets certain requirements, including approval by the City’s governing body in accordance with the requirements of applicable public meeting laws; and WHEREAS, the fiscal year 2023-2024 Compensation Schedule ("Compensation Schedule") was approved by the City Council at their meeting May 21, 2024; and WHEREAS, any changes including but not limited to, across-the-board increases, classification changes and salary adjustments, approved subsequent to the date of approval, must be reflected on a revised Compensation Schedule and submitted to the City Council for approval; and WHEREAS, on July 26, 2022, the City Council convened in closed session to consider the City Manager’s evaluation of performance; the Mayor subsequently directed staff to adjust the City Manager salary by 5% to $330,752.50 effective June 14, 2024. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby does adopt, as required by California Code of Regulations Title 2, Section 570.5, the revised fiscal year 2023-2024 Compensation Schedule effective June 14, 2024, in the form presented, a copy of which is available in the City Clerk’s Office, that reflects the adjusted salaries for the City Manager position title. Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources/Risk Management City Attorney Page 503 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE FISCAL YEAR 2024-2025 COMPENSATION SCHEDULE EFFECTIVE JULY 12, 2024, AS REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 570.5 WHEREAS, California Code of Regulations, Title 2, Section 570.5 requires that, for purposes of determining a retiring employee's pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets certain requirements and be approved by the governing body in accordance with the requirements of the applicable public meeting laws; and WHEREAS, any changes including but not limited to, across-the-board increases, classification changes and salary adjustments approved subsequent to this date, will be reflected on a revised Compensation Schedule and submitted to Council approval; and WHEREAS, the fiscal year 2024-2025 Compensation Schedule presented to the City Council reflected the changes made in conjunction with the City Council’s adoption of the City’s Operating and Capital Improvement Budgets. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby does adopt, as required by California Code of Regulations Title 2, Section 570.5, the fiscal year 2024-2025 Compensation Schedule, in the form presented to the City Council, effective July 12, 2025. Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources/Risk Management City Attorney Page 504 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE SECTION 2.05.010 TO DELETE CERTAIN UNCLASSIFIED POSITION TITLES THAT ARE SPECIFICALLY DELINEATED IN CITY CHARTER SECTIONS 500(A), (B) AND (C) AND TO DELETE CERTAIN POSITION TITLES THAT ARE NO LONGER ACTIVE (FIRST READING) (4/5 VOTE REQUIRED) WHEREAS, Chula Vista City Charter Sections 500(A), (B) and (C) specifically delineates several positions that are a part of the Unclassified Service, including: the City Manager; City Clerk; executive secretaries for each of the City Manager, the City Attorney and Mayor and Council; Assistant and Deputy City Managers and Department Heads; and WHEREAS, Chula Vista City Charter Section 500(D) allows for other management level positions to be added to the Unclassified Service by ordinance approved with a four-fifths vote of the City Council; and WHEREAS, staff is recommending deleting various position titles that are specifically delineated in City Charter Section 500 and those that are no longer active. NOW, THEREFORE, the City Council of the City of Chula Vista does ordain as follows: Section I. That Section 2.05.010 of the Chula Vista Municipal Code is hereby amended to read as follows: 2.05.10 Unclassified positions established. In addition to those unclassified positions specifically delineated in Section 500 of the Charter of the City, there are established the unclassified positions entitled: Administrative Secretary (Mayor, At Will), Administrative Services Manager, Animal Care Facility Administrator, Animal Care Facility Manager, Assistant Chief of Police, Assistant Director of Development Services, Assistant Director of Engineering, Assistant Director of Human Resources, Assistant Director of Finance, Assistant Director of Parks and Recreation, Assistant Director of Public Works, Assistant Director of Recreation, Budget and Analysis Manager, Building Official, Building Official/Code Enforcement Manager, Chief Information Security Officer, Chief of Staff, Chief Sustainability Officer, City Engineer, Code Enforcement Manager, Communications Manager, Constituent Services Manager, Deputy City Manager, Deputy Fire Chief, Deputy Director of Animal Services, Deputy Director of Community Services, Deputy Director of Development Services, Development Project Manager, Development Services Department Director, Director of Animal Services, Director of Community Services, Director of Conservation and Environmental Services, Director of Economic Development, Economic Development Manager, Emergency Services Manager, Fire Division Chief, FA Accounting Technician, FA Administrative Analyst I, FA Administrative Analyst II, FA Analyst, FA Cyber Security Program Manager, FA Deputy Director LECC, FA Deputy Executive Director, FA Executive Director, FA Public Private Partnership and Exercise Program Manager, FA Director of San Diego Law Enforcement Coordination Center, FA Page 505 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance No. Page No. 2 Executive Assistant, FA Financial Manager, FA Geospatial Intelligence Analyst, FA IVDC-LECC Executive Director, FA Law Enforcement Coordination Center Information Technology Manager, FA Intelligence Analyst, FA Management Assistant, FA Microcomputer Specialist, FA Netw ork Administrator I, FA Network Administrator II, FA Network Administrator III, FA Program Analyst, FA Program Assistant Supervisor, FA Program Manager, FA Network Engineer, FA Senior Financial Analyst, FA Senior Intelligence Analyst, FA Senior Program Assistant, FA Senior Secretary, FA Supervisory Intelligence Analyst, Facilities Financing Manager, Finance Manager, Housing Manager, Human Resources Manager, Information Technology Manager, Law Office Manager, Office Specialist (Mayor’s Office), Planning Manager, Police Administrative Services Administrator, Police Captain, Policy Aide, Public Works Superintendent, Purchasing Agent, Redevelopment and Housing Manager, Revenue Manager, Risk Manager, Senior Council Assistant, and Special Projects Manager and Traffic Engineer. Section II. 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 III. 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 ___________________________________ ________________________________ Tanya Tomlinson Marco A. Verdugo Director of Human Resources/Risk Management City Attorney Page 506 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2024-25 ProPosed BUd Ge T CITY oF CHULA VIsTA • CALIForNIA Page 507 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 508 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Proposed Budget Fiscal Year 2025 John McCann Mayor Carolina Chavez Councilmember District 1 Jose Preciado Councilmember District 2 Alonso Gonzalez Councilmember District 3 Rachel Morineau Councilmember District 4 Maria Kachadoorian City Manager Kerry Bigelow City Clerk Marco Verdugo City Attorney Page 509 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 510 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 iii Administration Maria Kachadoorian City Manager Tiffany Allen Assistant City Manager Courtney Chase Deputy City Manager Matthew Little Deputy City Manager / Public Works Director Vacant Deputy City Manager Directors Vacant Director of Animal Services Laura Black Vacant Director of Development Services Director of Engineering and Capital Projects Sarah Schoen Director of Finance Harry Muns Fire Chief Stacey Kurz Director of Housing and Homeless Services Tanya Tomlinson Director of Human Resources/Risk Management Jose Cisneros Director of Information Technology Services Joy Whatley Director of Library Services Lisa Rudloff Interim Director of Parks and Recreation Roxana Kennedy Chief of Police Page 511 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 512 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 v Citizens of Chula Vista Mayor * City Council * Citizen Advisory Boards Citizen Advisory Commissions City Manager Police Fire Deputy City Manager/Public Works DirectorAssistant City Manager Deputy City Manager Development Services Public Works Engineering & Capital Projects Communications Finance Economic Development Animal Care Library Parks & Recreation Human Resources Information Technology Organizational Chart * Elected Role Housing & Homeless Services City Attorney * City Clerk Page 513 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 514 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 vii TABLE OF CONTENTS BUDGET MESSAGE Letter from the City Manager � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �5 Budget Process� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �9 Economic Overview � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �15 All Funds Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �21 Summary of Staffing Changes � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �27 GENERAL FUND General Fund Expenditure Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �37 General Fund Revenue Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �49 General Fund Net Cost � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �63 Department Summary Reports � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �71 01 City Council � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 73 02 Boards and Commissions � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 77 03 City Clerk � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 79 04 City Attorney � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 83 05 Administration � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 91 06 Information Technology � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 97 07 Human Resources � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 103 08 Finance� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 109 09 Non-Departmental � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 115 10 Animal Care Facility � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 117 11 Economic Development � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 121 12 Development Services � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 127 13 Engineering and Capital Projects � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 133 14 Police � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 141 15 Fire � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 147 16 Public Works� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 157 17 Parks and Recreation � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 163 18 Library � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 169 DEVELOPMENT SERVICES FUND � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 177 SUCCESSOR AGENCY AND HOUSING FUNDS Successor Agency Funds � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 185 Housing Authority Funds � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 191 19 Housing & Homeless Services � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 195 Page 515 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 viii TABLE OF CONTENTS SEWER FUNDS� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 203 FLEET FUND � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 213 CAPITAL PROJECTS FUNDS � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 219 DEBT SERVICE FUNDS � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 231 OTHER FUNDS � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 241 CAPITAL IMPROVEMENT PROGRAM (CIP) Capital Improvement Program Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 269 CIP Revenue Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 275 CIP Expenditure Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 285 CIP Budget Summary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 297 Five-Year CIP Project Summary Schedule � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 303 MEASURE A FUND � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 307 MEASURE P FUND � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 313 SUMMARY TABLES Fund Appropriations by Department and Expenditure Category � � � � � � � � � � � � � � � � � � � � � � � � � � � 321 Schedule of Revenues � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 327 Authorized Positions by Department� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 349 APPENDIX Fiscal Policies � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 365 Investment Policies � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 373 General Fund Reserve Policy � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 383 Measure A Fund Reserve Policy � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 389 Pension Reserve Policy � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 393 Debt Administration � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 397 Service Impacts � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 405 Accounting Systems and Budgetary Control � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 409 List of Acronyms � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 413 Glossary � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 421 Page 516 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 ixPage 517 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 518 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xiPage 519 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 520 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xiii Document Guide The budget document is organized in a manner to facilitate a general understanding of the City’s fiscal status, to present management’s assessment of major issues and, finally, to present the plan for allocating resources to address those issues during the coming fiscal year. The budget document is organized as follows: Budget Message, General Fund Summary, Other Funds, Capital Improvement Program, Measure A Sales Tax Summary, Measure P Sales Tax Summary, Summary Tables, and Appendix. General Fund The General Fund budget funds the day-to-day operations of most City services. This section of the document provides an overview of General Fund revenues and expenditures, staffing changes, and budgetary trends. This section is followed by Department Summary reports that include departmental mission statements, operating budgets, staffing and significant budget adjustments and service impacts for each General Fund department. Significant budget adjustments are defined as: 1) additions and deletions of positions during the budget development process; and 2) increases or decreases in revenues and expenditures categories in the amount of $250,000 or greater� Other Funds In order to facilitate understanding of the different City funding sources, this portion of the document has been organized into the following major categories: Capital Project Funds, Debt Service Funds, Fleet Fund, Development Services Fund, Sewer Funds, and Other Funds. Detailed descriptions and funding are provided for each fund. Due to various legal restrictions, these funds are limited in their uses and generally cannot be applied to fund day-to-day City operations such as Police and Fire public safety services. Capital Improvement Program This section provides an overview of the City’s Capital Improvement Program for the coming fiscal year. The Capital Improvement Program accounts for the acquisition, rehabilitation, or construction of major capital facilities, infrastructure, or equipment. More detailed information about each capital project, project status, expenditures to date, current year appropriations, and future funding, can be found in the Capital Improvement Program budget document� Measure A Sales Tax Fund The voter approved one-half cent Public Safety Sales Tax related income and expenses are budgeted in a separate fund. The Measure A Fund Summary provides the allocation summary for the coming fiscal year. Measure P Sales Tax Fund The City established a separate fund to track and account for income and expenses related to the voter approved one- half cent Sales Tax. The Measure P Fund Summary provides a summary of the allocation for the coming fiscal year. Summary Tables The Summary Tables provide a quick way to view budget allocations by department (or fund) and expenditure category, revenues by fund and type, and Council authorized positions by department. Page 521 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xiv Appendix The Appendix contains supplementary information on a variety of topics, including an overview of the budget development process along with relevant timelines and milestones, fiscal and investment policies, debt administration, and a glossary of finance and budget terms. Page 522 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xv Budgetary Funds Proprietary FundsGovernmental Funds Enterprise Funds Internal Service Funds Debt Service Funds Capital Project Funds Special Revenue Funds General Fund Sewer Funds Development Services Fund Transport Enterprise Fiduciary Funds Successor Agency to the Chula Vista Redevelopment Agency Fleet Fund Measure A Sales Tax Fund Measure P Sales Tax Fund Housing Authority Successor Agency Housing Fund Budgeted Funds 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. Not all City funds are appropriated, or “budgeted.” Fiduciary funds are typically not subject to budget requirements as funds contain resources held by the City but belonging to individuals or entities other than the City. The Successor Agency to the Redevelopment Agency of the City of Chula Vista is an instance of a budgeted fiduciary fund. Page 523 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xvi Department-Fund Relationship The below table illustrates the relationships between City departments and City funds. All budgeted City funds are listed with a corresponding color indicating whether each department includes appropriations within the fund. Major Funds Fund Category & Included Funds General Fund (GF)Special Revenue (SR) GF-1 100 - General Fund SR-1 256 - Asset Seizure GF-1 105 - Bayfront Lease Revenue SR-1 267 - Permanent Endowments GF-1 110 - Payroll Clearing SR-1 268 - American Rescue Plan Act 2021 GF-1 220 - 2016 Measure P Sales Tax SR-1 269 - Other Grants GF-1 222 - 2018 Measure A Sales Tax SR-1 271 - Local Grants GF-1 234 - Advanced Life Support Program SR-1 272 - Federal Grants GF-1 235 - Legislative Counsel Fund SR-1 273 - State Grants GF-1 340 - Section 115 Trust SR-1 282 - Environmental Services GF-1 341 - Public Liability Trust SR-1 325 - CDBG Program Income Project GF-1 405 - City Jail SR-2 319 - Housing Successor Agency Capital Project (CP)Debt Service (DS) CP-1 542 - Drainage DIFs DS-1 475 - 2014 COP Refunding CP-1 560 - Public Facilities (PF) DIFs DS-1 476 - 2015 COP Refunding CP-1 580 - Pedestrian Bridge DIF DS-1 477 - 2016 COP Refunding Civic Ctr/Nature CP-1 590 - Transportation DIFs DS-2 478 - 2016 LRRB PF DIF COP DS-2 479 - 2017 CREBs LRBs DS-2 480 - 2017 Measure P LRBs Major Funds The City’s fund financial statements provide detailed information about each of the City’s most significant funds, called Major Funds. The concept of Major Funds was established by Governmental Accounting Standards Board (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 of the City’s fund financial statements. Major funds are funds with revenues, expenditures/expenses, assets, or liabilities which are at least 10 percent of corresponding totals for all governmental or enterprise funds and at least 5 percent of the aggregate amount for all governmental and enterprise funds. The following table represents the major funds reported in the City’s Annual Comprehensive Financial Report (ACFR) for Fiscal Year 2023� Page 524 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xvii Fund – Department Relationship City Funds by Fund Type and Associated Departments Departments Fund Type Fund Description Administration Animal Care Facility Boards & Commissions City Attorney City Clerk City Council General Fund 100-General Fund ࠍ ࠍ ࠍ ࠍ ࠍ ࠍ General Fund 220-2016 Measure P Sales Tax General Fund 222-2018 Measure A Sales Tax General Fund 234-Advanced Life Support Program General Fund 341-Public Liability Trust Special Revenue 221-Transportation Grants-Gas Tax Special Revenue 227-Transportation Sales Tax Special Revenue 241-Parking Meter Special Revenue 245-Traffic Safety Special Revenue 266-Special Revenue Endowments Special Revenue 269-Other Grants Special Revenue 270-Mobile Park Fee Special Revenue 271-Local Grants Special Revenue 272-Federal Grants Special Revenue 273-State Grants Special Revenue 282-Environmental Services Special Revenue 301-Storm Drain Special Revenue 311-CDBG Housing Program Special Revenue 313-Chula Vista Housing Authority Special Revenue 316-Public Educational & Govt Fee Special Revenue 319-Housing Successor Agency Special Revenue 342-CFD 11-M Rolling Hills McM Special Revenue 343-CFD 12-M Otay Ranch Village 7 Special Revenue 344-CFD 13-M Otay Ranch Village 2 Special Revenue 345-CFD 12M Village 7 Otay Ranch Special Revenue 346-CFD 14M-A-EUC Millenia Special Revenue 347-CFD 14M-B-EUC Millenia Special Revenue 348-CFD 18M Village 3 Otay Ranch Special Revenue 349-CFD 19M Freeway Commercial 2 Special Revenue 350-Bayfront Special Tax District Special Revenue 352-Bay Blvd Landscape District Special Revenue 353-Eastlake Maintenance Dist I Special Revenue 354-Open Space District #01 Special Revenue 355-Open Space District #02 Special Revenue 356-Open Space District #03 Special Revenue 357-Open Space District #04 Special Revenue 358-Open Space District #05 Special Revenue 359-Open Space District #06 Special Revenue 361-Open Space District #07 Special Revenue 362-Open Space District #08 Special Revenue 363-Open Space District #09 Special Revenue 364-Open Space District #10 Special Revenue 365-Open Space District #11 Special Revenue 367-Open Space District #14 Special Revenue 368-Open Space District #15 Special Revenue 369-Open Space District #17 Special Revenue 371-Open Space District #18 Special Revenue 372-Open Space District #20 Special Revenue 373-Open Space District #23 Special Revenue 374-Open Space District #24 Special Revenue 375-Open Space District #26 Special Revenue 376-Open Space District #31 Special Revenue 378-CFD 07M Eastlake Woods & Vista Special Revenue 379-CFD 08M Vlg 6 McMillin & OR Special Revenue 380-CFD 09M ORV II Brookfield-Shea Special Revenue 381-CFD 14M-2-EUC Millenia Special Revenue 382-CFD 99-2 Otay Ranch Vlg 1 West Special Revenue 386-Otay Ranch Preserve Special Revenue 387-CFD 98-3 Sunbow 2 Special Revenue 388-CFD 97-1 Otay Ranch Capital Projects 542-Drainage DIF Capital Projects 560-Public Facilities DIF Capital Projects 580-Pedestrian Bridge DIFs Page 525 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xviii Fund – Department Relationship City Funds by Fund Type and Associated Departments Departments Fund Type Fund Description Administration Animal Care Facility Boards & Commissions City Attorney City Clerk City Council Capital Projects 590-Transportation DIFs Capital Projects 713-Capital Improvement Projects Capital Projects 715-Parkland Acquisition & DevFees Capital Projects 716-Western-Park Acquisition & Dev Capital Projects 717-Residential Construction Tax Capital Projects 736-Other Transportation Program Debt Service 442-CDBG Section 108 Loan Debt Service 451-Long Term Debt - City of CV Debt Service 452-Equipment Lease Fund Debt Service 453-Energy Conservation Loans Debt Service 475-2014 COP Refunding Debt Service 476-2015 Refunding COP Debt Service 477-2016 Ref COP Civic Ctr/Nature Debt Service 478-2016 LRRB PFDIF/COP Debt Service 479-2017 CREBs LRBs Debt Service 666-2016 TARBs Enterprise 405-City Jail Enterprise 406-Chula Vista Muni Golf Course Enterprise 407-Living Coast Discovery Center Enterprise 408-Development Services Fund Enterprise 409-CV Elite Athlete Training Ctr Enterprise 410-Transport Enterprise Enterprise 411-Sewer Income Enterprise 413-Trunk Sewer Capital Reserve Enterprise 414-Sewer Service Revenue Enterprise 428-Sewer Facility Replacement Enterprise 430-Sewer DIFs Internal Service 391-Central Garage Fund Internal Service 398-Workers Compensation Fund Private-Purpose Trust 318-RDA Successor Agency Fund Page 526 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xix Fund – Department Relationship (Continued) City Funds by Fund Type and Associated Departments Departments Fund Type Fund Description Development Services Economic Development Engineering/ Capital Projects Finance Fire Housing & Homeless Services Human Resources General Fund 100-General Fund ࠍ ࠍ ࠍ ࠍ ࠍ ࠍ General Fund 220-2016 Measure P Sales Tax ࠍ General Fund 222-2018 Measure A Sales Tax ࠍ General Fund 234-Advanced Life Support Program ࠍ ࠍ General Fund 341-Public Liability Trust ࠍ Special Revenue 221-Transportation Grants-Gas Tax ࠍ Special Revenue 227-Transportation Sales Tax ࠍ Special Revenue 241-Parking Meter ࠍ Special Revenue 245-Traffic Safety Special Revenue 266-Special Revenue Endowments ࠍ Special Revenue 269-Other Grants ࠍ Special Revenue 270-Mobile Park Fee ࠍ ࠍ Special Revenue 271-Local Grants Special Revenue 272-Federal Grants ࠍ Special Revenue 273-State Grants ࠍ ࠍ Special Revenue 282-Environmental Services ࠍ Special Revenue 301-Storm Drain ࠍ Special Revenue 311-CDBG Housing Program ࠍ ࠍ Special Revenue 313-Chula Vista Housing Authority ࠍ ࠍ Special Revenue 316-Public Educational & Govt Fee ࠍ Special Revenue 319-Housing Successor Agency ࠍ ࠍ Special Revenue 342-CFD 11-M Rolling Hills McM Special Revenue 343-CFD 12-M Otay Ranch Village 7 Special Revenue 344-CFD 13-M Otay Ranch Village 2 Special Revenue 345-CFD 12M Village 7 Otay Ranch Special Revenue 346-CFD 14M-A-EUC Millenia Special Revenue 347-CFD 14M-B-EUC Millenia Special Revenue 348-CFD 18M Village 3 Otay Ranch Special Revenue 349-CFD 19M Freeway Commercial 2 Special Revenue 350-Bayfront Special Tax District ࠍ Special Revenue 352-Bay Blvd Landscape District Special Revenue 353-Eastlake Maintenance Dist I Special Revenue 354-Open Space District #01 Special Revenue 355-Open Space District #02 Special Revenue 356-Open Space District #03 Special Revenue 357-Open Space District #04 Special Revenue 358-Open Space District #05 Special Revenue 359-Open Space District #06 Special Revenue 361-Open Space District #07 Special Revenue 362-Open Space District #08 Special Revenue 363-Open Space District #09 Special Revenue 364-Open Space District #10 Special Revenue 365-Open Space District #11 Special Revenue 367-Open Space District #14 Special Revenue 368-Open Space District #15 Special Revenue 369-Open Space District #17 Special Revenue 371-Open Space District #18 Special Revenue 372-Open Space District #20 Special Revenue 373-Open Space District #23 Special Revenue 374-Open Space District #24 Special Revenue 375-Open Space District #26 Special Revenue 376-Open Space District #31 Special Revenue 378-CFD 07M Eastlake Woods & Vista Special Revenue 379-CFD 08M Vlg 6 McMillin & OR Special Revenue 380-CFD 09M ORV II Brookfield-Shea Special Revenue 381-CFD 14M-2-EUC Millenia Special Revenue 382-CFD 99-2 Otay Ranch Vlg 1 West Special Revenue 386-Otay Ranch Preserve Special Revenue 387-CFD 98-3 Sunbow 2 Special Revenue 388-CFD 97-1 Otay Ranch Capital Projects 542-Drainage DIF ࠍ Capital Projects 560-Public Facilities DIF ࠍ Capital Projects 580-Pedestrian Bridge DIFs ࠍ Page 527 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xx Fund – Department Relationship (Continued) City Funds by Fund Type and Associated Departments Departments Fund Type Fund Description Development Services Economic Development Engineering/ Capital Projects Finance Fire Housing & Homeless Services Human Resources Capital Projects 590-Transportation DIFs ࠍ Capital Projects 713-Capital Improvement Projects ࠍ Capital Projects 715-Parkland Acquisition & DevFees ࠍ Capital Projects 716-Western-Park Acquisition & Dev ࠍ Capital Projects 717-Residential Construction Tax ࠍ Capital Projects 736-Other Transportation Program ࠍ Debt Service 442-CDBG Section 108 Loan ࠍ Debt Service 451-Long Term Debt - City of CV ࠍ Debt Service 452-Equipment Lease Fund ࠍ Debt Service 453-Energy Conservation Loans ࠍ Debt Service 475-2014 COP Refunding ࠍ Debt Service 476-2015 Refunding COP ࠍ Debt Service 477-2016 Ref COP Civic Ctr/Nature ࠍ Debt Service 478-2016 LRRB PFDIF/COP ࠍ Debt Service 479-2017 CREBs LRBs ࠍ Debt Service 666-2016 TARBs ࠍ Enterprise 405-City Jail Enterprise 406-Chula Vista Muni Golf Course ࠍ Enterprise 407-Living Coast Discovery Center Enterprise 408-Development Services Fund ࠍ Enterprise 409-CV Elite Athlete Training Ctr ࠍ Enterprise 410-Transport Enterprise ࠍ Enterprise 411-Sewer Income ࠍ Enterprise 413-Trunk Sewer Capital Reserve ࠍ Enterprise 414-Sewer Service Revenue ࠍ Enterprise 428-Sewer Facility Replacement ࠍ Enterprise 430-Sewer DIFs ࠍ Internal Service 391-Central Garage Fund Internal Service 398-Workers Compensation Fund ࠍ Private-Purpose Trust 318-RDA Successor Agency Fund ࠍ Page 528 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xxi Fund – Department Relationship (Continued) City Funds by Fund Type and Associated Departments Departments Fund Type Fund Description Information Technology Library Non- Departmental Parks and Recreation Police Public Works General Fund 100-General Fund ࠍ ࠍ ࠍ ࠍ ࠍ ࠍ General Fund 220-2016 Measure P Sales Tax General Fund 222-2018 Measure A Sales Tax ࠍ General Fund 234-Advanced Life Support Program General Fund 341-Public Liability Trust Special Revenue 221-Transportation Grants-Gas Tax ࠍ Special Revenue 227-Transportation Sales Tax Special Revenue 241-Parking Meter Special Revenue 245-Traffic Safety ࠍ Special Revenue 266-Special Revenue Endowments Special Revenue 269-Other Grants ࠍ Special Revenue 270-Mobile Park Fee Special Revenue 271-Local Grants ࠍ Special Revenue 272-Federal Grants ࠍ Special Revenue 273-State Grants ࠍ Special Revenue 282-Environmental Services Special Revenue 301-Storm Drain Special Revenue 311-CDBG Housing Program Special Revenue 313-Chula Vista Housing Authority Special Revenue 316-Public Educational & Govt Fee Special Revenue 319-Housing Successor Agency Special Revenue 342-CFD 11-M Rolling Hills McM ࠍ Special Revenue 343-CFD 12-M Otay Ranch Village 7 ࠍ Special Revenue 344-CFD 13-M Otay Ranch Village 2 ࠍ Special Revenue 345-CFD 12M Village 7 Otay Ranch ࠍ Special Revenue 346-CFD 14M-A-EUC Millenia ࠍ Special Revenue 347-CFD 14M-B-EUC Millenia ࠍ Special Revenue 348-CFD 18M Village 3 Otay Ranch ࠍ Special Revenue 349-CFD 19M Freeway Commercial 2 ࠍ Special Revenue 350-Bayfront Special Tax District Special Revenue 352-Bay Blvd Landscape District ࠍ Special Revenue 353-Eastlake Maintenance Dist I ࠍ Special Revenue 354-Open Space District #01 ࠍ Special Revenue 355-Open Space District #02 ࠍ Special Revenue 356-Open Space District #03 ࠍ Special Revenue 357-Open Space District #04 ࠍ Special Revenue 358-Open Space District #05 ࠍ Special Revenue 359-Open Space District #06 ࠍ Special Revenue 361-Open Space District #07 ࠍ Special Revenue 362-Open Space District #08 ࠍ Special Revenue 363-Open Space District #09 ࠍ Special Revenue 364-Open Space District #10 ࠍ Special Revenue 365-Open Space District #11 ࠍ Special Revenue 367-Open Space District #14 ࠍ Special Revenue 368-Open Space District #15 ࠍ Special Revenue 369-Open Space District #17 ࠍ Special Revenue 371-Open Space District #18 ࠍ Special Revenue 372-Open Space District #20 ࠍ Special Revenue 373-Open Space District #23 ࠍ Special Revenue 374-Open Space District #24 ࠍ Special Revenue 375-Open Space District #26 ࠍ Special Revenue 376-Open Space District #31 ࠍ Special Revenue 378-CFD 07M Eastlake Woods & Vista ࠍ Special Revenue 379-CFD 08M Vlg 6 McMillin & OR ࠍ Special Revenue 380-CFD 09M ORV II Brookfield-Shea ࠍ Special Revenue 381-CFD 14M-2-EUC Millenia ࠍ Special Revenue 382-CFD 99-2 Otay Ranch Vlg 1 West ࠍ Special Revenue 386-Otay Ranch Preserve ࠍ Special Revenue 387-CFD 98-3 Sunbow 2 ࠍ Special Revenue 388-CFD 97-1 Otay Ranch ࠍ Capital Projects 542-Drainage DIF Capital Projects 560-Public Facilities DIF Capital Projects 580-Pedestrian Bridge DIFs Page 529 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 xxii Fund – Department Relationship (Continued) City Funds by Fund Type and Associated Departments Departments Fund Type Fund Description Information Technology Library Non- Departmental Parks and Recreation Police Public Works Capital Projects 590-Transportation DIFs Capital Projects 713-Capital Improvement Projects Capital Projects 715-Parkland Acquisition & DevFees Capital Projects 716-Western-Park Acquisition & Dev Capital Projects 717-Residential Construction Tax Capital Projects 736-Other Transportation Program Debt Service 442-CDBG Section 108 Loan Debt Service 451-Long Term Debt - City of CV Debt Service 452-Equipment Lease Fund Debt Service 453-Energy Conservation Loans Debt Service 475-2014 COP Refunding Debt Service 476-2015 Refunding COP Debt Service 477-2016 Ref COP Civic Ctr/Nature Debt Service 478-2016 LRRB PFDIF/COP Debt Service 479-2017 CREBs LRBs Debt Service 666-2016 TARBs Enterprise 405-City Jail ࠍ Enterprise 406-Chula Vista Muni Golf Course Enterprise 407-Living Coast Discovery Center ࠍ Enterprise 408-Development Services Fund Enterprise 409-CV Elite Athlete Training Ctr Enterprise 410-Transport Enterprise Enterprise 411-Sewer Income Enterprise 413-Trunk Sewer Capital Reserve Enterprise 414-Sewer Service Revenue ࠍ Enterprise 428-Sewer Facility Replacement Enterprise 430-Sewer DIFs Internal Service 391-Central Garage Fund ࠍ Internal Service 398-Workers Compensation Fund Private-Purpose Trust 318-RDA Successor Agency Fund Page 530 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda BUDGET MESSAGE Letter from the City Manager Budget Process Economic Overview All Funds Summary Summary of Staffing Changes Page 531 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 532 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda LETTER FROM THE CITY MANAGER Page 533 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 534 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → LETTER FROM THE CITY MANAGER 5 Office of the City Manager May 7, 2023 Honorable Mayor and Members of the City Council I am pleased to submit for your consideration the City Manager proposed operating budget and capital improvement budget for fiscal year 2024-25. City staff developed a budget that is responsive to community needs and continues to fund and enhance services most important to our residents. The proposed budget for the coming year anticipates slow economic growth, infrastructure investments, and commercial and residential development throughout the City. We will closely monitor the state of the economy and make fiscally sound decisions to prepare for any future uncertainty� Substantial progress has been made on major City projects, including groundbreaking on the first City library since 1995 in Millenia, construction on the Gaylord Pacific Resort and Convention Center in on schedule with anticipated completion by May 2025, and we continue to make progress on the University-Innovation District with academic planning underway as well as envisioning of an initial phase of development. This year, we look forward to embarking on a new Strategic Plan that captures the rich diversity and uniqueness of Chula Vista while creating a unifying vision for the future of our City. We will continue supporting innovative housing and mixed-use projects and investing in the operations and security of our technology� The City continues to plan for increased infrastructure projects and increased public safety expenditures, largely due to the passage of sales tax Measure P in 2016 and Measure A in 2018. This proposed budget includes $10.8 million from Measure P to fund improvements or repairs to parks, recreation centers, drainage, sidewalk repair and other facilities. Measure P will expire in 2027 and the Long-Term Financial Plan reflects that. Measure A continues to support ongoing public safety expenditures, resulting in a total of 120 additional public safety positions to date. This is 41 positions more than initially projected when the measure was approved by voters. Addressing homelessness and its impact continue to be a priority and with the opening of the City’s first bridge shelter. We are steadily increasing the tools available to assist the unsheltered. The City has purchased the former Palomar Motel and will be leveraging federal aid to convert this site into permanent supportive housing and a future safe parking lot. This is in addition to the critical federal and state funds the City provides to social service providers in the community and the continued implementation of the 2021-2019 Housing Element. Budget Goals The City continually strives to find new ways to maximize limited resources to deliver high quality services to our community. In preparing the General Fund budget for fiscal year 2024-25, Staff focused on the following budget development goals: ■Fund the highest level of municipal services possible based on available resources. ■Enhance core community services and strategically add operational and administrative support positions. ■Make significant progress on key programs and projects in support of the City’s Strategic Plan and University efforts� ■Incorporate conservative revenue projections in the development of the proposed budget. ■Safeguard Measure P investments in infrastructure through proper maintenance allocations. ■Avoid the use of reserves to balance the budget or fund ongoing commitments. Page 535 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → LETTER FROM THE CITY MANAGER 6 Budget Overview The combined budget for all City funds totals $595.3 million. This amount includes a General Fund operating budget of $274.1 million, Capital Improvement Program (CIP) budget of $81.2 million, and other funds. The General Fund presented in this document is balanced without the use of operating reserves. The following highlights some of the priorities for fiscal year 2024-25 City services and programs: ■Improved Community Services ●Expansion of Parks and Recreation programming ●Opening of Casa Casillas ■Expanded Public Safety ●New Bayfront Fire Station opening ■Maintenance of City Assets and Infrastructure ●CIP Program budget of $81.2 million and addressing ongoing and deferred maintenance needs. Budgeted Positions The total number of positions for all City funds totals 1,301.75. This amount includes 914.75 positions in the General Fund and 387�0 positions in other funds� There are 17 additional positions requests in the City Manager proposed budget which would support the following: ■Expansion of Homeless Services by streamlining outreach services to the unsheltered population ■Expansion of the Park Ranger program to support and enhance the Homeless Outreach team ■Add staffing in the Fire Department for the operation of the new Bayfront Fire Station ■Additional support in Engineering for infrastructure projects throughout the City ■Expansion of community engagement efforts in Communications ACKNOWLEDGEMENT City staff is the key component in delivering high quality municipal services to our residents. I am proud of all our City employees who are essential to the wellbeing of our community and carry out the objectives of the proposed budget. I would like to thank you and the Executive Team for their leadership and support. Finally, I would like to recognize the Finance Department for their exceptional work in once again preparing a balanced budget using sound financial management practices. The Finance Department will provide the City Council with regular financial updates in order to continue to maintain a balanced budget throughout fiscal year 2024-25. Respectfully, Maria V. Kachadoorian City Manager Page 536 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda BUDGET PROCESS Page 537 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 538 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → BUDGET PROCESS 9 Budget Process The City of Chula Vista’s budget is created in conjunction with City Council, City staff, and City residents. The budget process begins each year with development of the preliminary base budget in January and is completed with the City Council adoption of the budget in May. The fiscal year 2025 budget cycle began with a preliminary base budget developed by the Finance Department’s Budget and Analysis staff in January 2024. The base budget accounts for the normal operating costs of the City. Through April 2024, Finance staff worked with departments to refine the base budgets and incorporate departmental changes to align the budgets with anticipated department operations for the coming year. The budget development process provided City departments the opportunity to recommend budget adjustments based on department operational requests and/or one-time funding requests. Requests are reviewed by City Administration and are included in the City Manager’s Proposed Budget. While Finance staff was developing the operating budget, Engineering & Capital Projects staff worked to develop and finalize the Capital Improvement Program (CIP) budget. Finance staff will present the City Council with a balanced General Fund budget on May 7, 2024. At this meeting, the Council can accept the fiscal year 2025 City Manager’s proposed operating budget as their own, with minor changes in appropriations, and set the public hearing date of May 21, 2024, prior to Council acting on the adoption of the budget� Copies of the Proposed Budget were made available for public review in the Office of the City Clerk and the City’s website ten (10) days prior to the public hearing. As set forth in the City Charter, at any meeting after the adoption of the budget, the City Council may amend or supplement the budget by motion adopted by affirmative votes of at least four (4) members. Throughout the year, the Finance Department provides the City Council with quarterly financial status reports comparing expenditure and revenue projections to budgeted amounts, highlighting any variances, and recommending corrective actions as necessary� Budget Strategy The City’s budgeting process is built around the objectives outlined in the City’s Strategic Plan. The Plan’s framework assists Staff in weighing the community’s priorities against the limited resources available to achieve strategic goals. City Strategic Plan The City’s Strategic Plan is an important management tool to guide operations, assessing the current environment and envisioning the future, to increase effectiveness, organizational commitment and consensus of City strategies and objectives. The Strategic Plan provides a comprehensive framework that ensures priorities set by the Council are clear to all employees and that the City government is accountable to meeting community needs by setting objectives to meet identified goals. The City has set five core goals critical to achieving our shared vision of ensuring a vibrant and sustainable quality of life for Chula Vista residents and businesses: Page 539 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → BUDGET PROCESS 10 Operational Excellence Economic Vitality Healthy Community Strong and Secure Neighborhoods Connected Community Quality of Life Operational Excellence Collaborate with Residents and businesses to provide responsive and responsible public service by implementing effective and efficient operations. Economic Vitality Strengthen and diversify the City’s economy by supporting and advancing existing businesses; targeting and attracting new businesses; promoting balanced land use decisions; and engaging the community to reinvest in the City. Healthy Community Protect resources and environmental health for both current residents and future generations. Foster the health of our physical environment through balanced, connected and sustainable land uses. Strong & Secure Neighborhoods Create and maintain safe and appealing neighborhoods where people choose to shop, work, play and stay. Connected Community Promote diverse opportunities that connect community and foster civic pride through comprehensive communication strategies, and cultural, educational & recreational programming. The City’s full Strategic Plan can be accessed at the following link: https://www.chulavistaca.gov/Budget Strategic Plan Process A Steering Committee was formed to draft the City’s initial Strategic Plan in 2013. Each department and various commissions provided input on long-term strategies and annual initiatives. The goals encompassed visions the City Council and public have already expressed. The Strategic Plan is scheduled to be updated during Fiscal Year 2024-2025� Page 540 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → BUDGET PROCESS 11 Consistency with Financial Policies & Procedures It is the expectation and general understanding of the City Council and the citizens of Chula Vista that City Staff conduct financial affairs in a thoughtful and prudent manner. Several financial policies have been established to provide the direction and limits within which the City is to fulfill its fiscal responsibilities. The FY 2024-25 Proposed Budget conforms with the requirements of the City’s Finance Department Policies and Procedures. An overview of compliance with major policy sections are described below. See the Appendix for additional details on the City’s Fiscal and Investment Policies. General Financial Policies (City Council Policy 100-01) Budget Development The FY 2024-25 budget development process included opportunities for public input, occurring in open and publicly accessible forums, via budget workshops and public hearings held before City Council which accept comments from the public� The City has also utilized a ten-year financial plan and a long-term financial forecast model to promote orderly spending patterns, engage in long-range planning, and reduce the time and resources spent preparing annual budgets. Balanced Budget By policy, City Council must adopt a balanced General Fund budget with projected operating revenues fully covering projected operating expenditures. The FY 2024-25 Proposed Budget is a balanced budget. Operating revenues are budgeted to support the operating expenditures, including debt service, for the 2024-25 fiscal year. Budget Development Milestones ■November 28, 2023 Staff presented to the City Council the Fiscal Years 2025-2034 General Fund Long-Term Financial Plan, which served as a guideline for the development of the Fiscal Year 2025 City Manager’s Proposed Budget. ■April 17 & 24, 2024 Two public workshops were held at City library branches to provide an overview of the City Manager’s Proposed Budget� ■May 3, 2024 The City Manager’s Proposed Budget Document was submitted to City Council as required by the City Charter, which was at least thirty-five (35) days prior to the beginning of the fiscal year. Copies of the Proposed Budget were made available for public review on the City’s website. ■May 7, 2024 Staff will present to City Council the Fiscal Year 2025 City Manager’s Proposed Budget for Council consideration and acceptance of the Budget as the City Council’s Proposed Budget� Staff recommends a public hearing for adoption of the Proposed Budget be scheduled for the May 21, 2024 Council meeting. Leading up to this hearing, the City Council’s Proposed Budget will be made available for public review for at least ten (10) days. A comment form is provided on the City website to accept public comment. ■May 21, 2024 A public hearing is tentatively scheduled to be held before the City Council considers adoption of the Proposed Budget. To comply with the City Charter, a notice of the public hearing was published in the local newspaper at least ten (10) days prior to the meeting. After the public hearing, the City Council voted and unanimously adopted the budget for Fiscal Year 2025� Page 541 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → BUDGET PROCESS 12 Fund Balance and Reserves During the close of each fiscal year, actual fund revenues are compared against actual fund expenditures. When revenues exceed expenditures in a fiscal year, a positive fund balance will result (surplus) and add to the historical, accumulated fund balance. When expenditures exceed revenues in a fiscal year, a negative fund balance would result (deficit) and reduce the fund balance. An accumulated positive fund balance may also be restricted/earmarked for usage or unrestricted as to its use. For instance, Council has set forth policies to maintain minimum fund balances as reserves, with funds set aside for particular circumstances or purposes, such as catastrophic events or economic downturns. The FY 2024-25 Proposed Budget maintains the minimum unreserved, undesignated fund balance in the General Fund as established by City Council Policy 220-03 (General Fund Reserves – Fiscal Health Plan) of no less than 15% of the annual operating budget for FY 2024-25. The FY 2024-25 Proposed Budget also maintains the minimum unreserved, undesignated fund balance in the sewer enterprise fund as established by City Council Policy 220-04 (Sewer Service Revenue Fund Reserve). See historical reserve levels in the All-Funds Summary section� Page 542 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ECONOMIC OVERVIEW Page 543 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 544 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ECONOMIC OVERVIEW 15 Economic Overview 1 UCLA Anderson March 2024 Economic Outlook, March 13, 2024. 2 US Bureau of Economic Analysis, February 5, 2024 Gross Domestic Product, Fourth Quarter 2023 https://www.bea.gov/ 3 2024 Economic Outlook: 10 considerations for the US Economy, December 22, 2023. https://www.jpmorgan.com/insights/outlook/economic-outlook/economic-trends This section of the budget document outlines economic indicators that impact City revenues and expenditures forecasts and assumptions. Several sources of economic data and research are utilized in the development of the City’s budget and forecasts, such as the Federal Reserve, U.S. Census Bureau, State offices and UCLA Anderson School of Management. National In the UCLA Anderson Forecast from March 2024, Anderson economists profess the possibility of a recession is unlikely in the near term based on expansionary fiscal policy and a strong consumer base.1 Inflation continues to come down and is projected to stabilize in 2025, with the large interest rate increases ending and small decreases on the horizon. Consumer confidence remains strong despite the reinstatement of student loan payments and an end to the significant increase in transfer payments related to the pandemic. Unemployment remains low, at 3.9%, and growth is expected to return the trend of 2.5% in 2025 and 2026. The Anderson Forecast expects a recession is an eventuality, but beyond the Forecast period. Some risks to the Forecast are conflicts in the Middle East and Russia-Ukraine, as well as political gridlock in an election year. The annualized growth rate for gross domestic product (GDP), a metric for estimating the size of a country’s economy, declined in the first two quarters of 2023 but increased significantly in the third quarter, by 4.9%, before ending at 3.3% in the fourth quarter.2 The deceleration of GDP in late 2023 reflects slowdowns in business investment, federal spending, and consumer spending. Economic growth is likely to continue to show signs of both slight expansion and slight deceleration in 2024, demonstrating a “soft landing” in avoiding an economic downturn or overheating and increasing inflation.3 Page 545 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ECONOMIC OVERVIEW 16 Interest Rates The Federal Open Market Committee (FOMC), part of the Federal Reserve, is committed to Congress’s mandate to promote maximum employment, stable prices, and moderate long-term interest rates. During the past two years, the FOMC increased interest rates several times, to the current 5.25 - 5.5% rate, the highest level since 2006.1 The FOMC signaled potential additional adjustments to the target rate range until labor market conditions improve and inflation returns to 2% for the long-term, which the FOMC admitted would take longer than expected to reach its price-stability goals� The “federal funds rate” established by the FOMC is important as it sets the interest rate at which banks lend money to other banks to maintain overnight reserves of funds. As a result of the federal rate increase, the cost to banks for lending increases and passed on to businesses and consumers on other borrowing, such as for business investments, credit cards, cars, mortgages and other bank loans. Policymakers will be monitoring whether this tightening of monetary policy too quickly could hinder economic growth. Overall, raising of rates signals a confidence in the U.S. economy, supported by low unemployment rates. Labor The labor market has moderated, with the gap between labor supply and demand diminishing. In the U.S. Bureau of Labor Statistics report from February 2024, the national unemployment rate was 3.9%. Job gains were notable in healthcare, government, food services, social assistance and transportation and warehousing. This low unemployment rate will likely motivate the Federal Reserve to lower interest rates in late 2024. ■City Impacts: For the City of Chula Vista, filling vacancies of positions continues to be a challenge due to retirements, competition with other agencies, and a misalignment of job requirements with the labor pool skillset. This trend is factored into the calculation of salary savings, i.e., the amount of expected savings in personnel services costs due to vacancies. Consumption Despite a low national unemployment rate, consumers continue to exhibit a dimmer outlook of the economy than conditions would suggest. Interest rate increases and inflation over the last two years have been felt and relief is not perceived on the horizon. ■City Impacts: Consumer confidence will impact consumption, particularly the City’s collection of sales tax. For Fiscal Year 2025, the City anticipates a moderation of sales tax growth; sales tax revenue is described in the General Fund Revenue Summary section of this document. Housing Aside from the Federal Reserve’s focus on labor and inflation, housing data remains a leading indicator of U.S. economic activity. Strong demand sent home prices soaring during the months after the onset of the COVID-19 pandemic, and the Federal Reserve’s recent increases in the federal interest rate will continue to increase interest rates on home mortgages, in theory leading to decreased demand. The average interest rate for a fixed 30-year mortgage was 6.87% in March 2024, up from just under 3% in April 2021.2 Single-family homes continue to be unaffordable for many buyers and supply continues to slow as material, labor and capital costs climb� According to the U.S. Census Economic Indicators report from February 2024, nationally sales of new single-family houses were up 1.8% in January compared to the prior year, despite elevated mortgage rates and higher prices, at a seasonally adjusted annual rate of $661,000.3 The median sales price of new homes sold in January 2024 was $420,700 while the average price was $534,300.3 1 Federal Open Market Committee Meeting, March 2024 “Federal Reserve Press Release” https://www.federalreserve.gov/newsevents/pressreleases/monetary20240320a.htm 2 Freddie Mac, Mortgage Market Survey Archive, www.freddiemac.com/pmms/pmms_archives 3 U.S. Census Bureau, February 26, 2024 “Monthly New Residential Sales, January 2024” Page 546 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ECONOMIC OVERVIEW 17 State of California UCLA Anderson also prepares a California specific economic forecast as part of its quarterly updates. In their March 2024 update, Anderson projects the state’s economy will face budget deficits within a growing economy.1 State revenues are impacted particularly by the recent downturn in technology sector initial public offerings (IPOs) and housing market capital gains. Some one-time and planned future expenditures will be postponed. However, with the accumulated reserves or “rainy day” funds and budgeting strategies, the impact on the California economy as a whole will be quite small on its growth rate. California’s GDP grew at a 3.8% compound annual rate from the third quarter of 2023, faster than the U.S. as a whole.1 Some challenges to the state are the homelessness crisis, out-migration to other states, as well as immigration at the southern border� Unemployment is projected to decrease through the Forecast, from 4.6% in 2024, 3.8% in 2025, to 3.9% in 2026.1 The State of California’s Employment Development Department (EDD) regularly releases a “Labor Market Review” publication. In the February 2024 edition, the EDD reported a 5.3% unemployment rate for the State of California.2 The unemployment rate increased from the 4.5% unemployment rate one year ago in February 2023. Housing stock is expected to increase through the Forecast due to continued strong demand and new accessory dwelling unit provisions, even despite higher mortgage interest rates which are influenced by Federal Reserve action. Existing home sales continue to be depressed as homeowners sit on their properties with existing very low interest rates. Construction labor will continue to constrain growth in the supply of housing. County of San Diego Unemployment: The EDD also publishes reports on countywide unemployment data. In its San Diego metropolitan area press release from March 2024, the unemployment rate in San Diego County was 4.7% in February 2024, up from 3.7% one year ago in February 2023�3 Inflation: The Bureau of Labor Statistics’ consumer price index for urban customers (CPI-U) illustrates the change in the prices of a standard list of goods and services. Based on the March 2024 CPI-U, the County of San Diego experienced a 3.6% increase in prices, as compared to one year ago, paid for the standard set of goods and services which is slightly more than the average United States City of 3.5%.4 Higher prices for shelter and energy were major contributors to the CPI change in the San Diego region. Housing: The San Diego Association of Realtors (SDAR) reported the median home price of a detached home in San Diego County was $890,000 in March 2024, an increase of 7.9% compared to one year ago5� The increase in home prices demonstrates the strong demand for real estate in San Diego and lack of supply. Gasoline: In San Diego County, the average price for a gallon of gasoline is consistently significantly higher than the national average, particularly due to industry regulation and state taxes on gasoline consumption. Prices have recently began to increase once again, increasing from $4.94 per gallon in March 2023 to $5.37 per gallon in March 2024.6 1 UCLA Anderson, March 2024 Economic Outlook https://www.anderson.ucla.edu/news-and-events/press-releases/ucla-anderson-forecast-sees-restrained-2024-growth-no-recession 2 State of California’s Employment Development Department, March 2024, “California Labor Market Review” https://labormarketinfo.edd.ca.gov/Publications/Labor-Market-Analysis/calmr.pdf 3 State of California’s Employment Development Department, March 2024, “San Diego-Carlsbad MSA Press Release,” www.labormarketinfo.edd.ca.gov/geography/msa/san-diego-carlsbad.html 4 Bureau of Labor Statistics, March 2024 “San Diego Area Economic Summary” https://www.bls.gov/regions/west/ca_sandiego_msa.htm 5 San Diego Association of Realtors, March 2024, “Monthly Indicators - March 2024” http://sdar.stats.10kresearch.com/reports 6 AAA Gas Prices https://gasprices.aaa.com/ Page 547 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ECONOMIC OVERVIEW 18 Ra t e March 2019 - February 2024 San Diego County Unemployment Rate Unemployment Rate 3/1 9 6/1 9 9/1 9 12 / 1 9 3/2 0 6/2 0 9/2 0 12 / 2 0 3/2 1 6/2 1 9/2 1 12 / 2 1 3/2 2 6/2 2 9/2 2 12 / 2 2 3/2 3 6/2 3 9/2 3 12 / 2 3 0.00% 5.00% 10.00% 15.00% 20.00% US Bureau of Labor Statistics , Local Area Unemployment Statistics, March 2024 Pr i c e p e r g a l l o n re g u l a r u n l e a d e d 3.443.443.44 3.643.643.64 4.944.944.94 5.375.375.37 Average Gasoline Price National California March 2023 March 2024 $0.00 $2.00 $4.00 $6.00 $8.00 AAA, California Average Gas Prices City of Chula Vista The fiscal year 2025 Proposed General Fund revenues budget is $274.1 million. This reflects an increase of $15.9 million or 6.2% when compared to the fiscal year 2024 Adopted General Fund revenues budget. General Fund revenues provide funding for essential City services including police, fire, library services, and park and recreation programs. Property taxes are the largest revenue source for the City and account for 19.0% of the General Fund Revenue Budget. The City’s other major revenue sources are: Sales Tax, Measure A Sales Tax, Measure P Sales Tax, Franchise Fees, Transient Occupancy Tax (TOT), Utility User Tax, and Property Tax collected in lieu of Motor Vehicle License Fees. The other major revenue sources (excluding Measure A and Measure P Sales Tax revenue) account for 35.1% of the General Fund Revenue Budget and total $106.6 million. Additional information on City revenues is provided in the All Funds Summary and General Fund Revenue Summary sections of this budget document. Page 548 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ALL FUNDS SUMMARY Page 549 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 550 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ALL FUNDS SUMMARY 21 Charges for Services: 20.3%Charges for Services: 20�3%Charges for Services: 20.3% DIF & Development Fees: 4.1%DIF & Development Fees: 4.1%DIF & Development Fees: 4.1% Federal Revenue: 9.3%Federal Revenue: 9.3%Federal Revenue: 9.3% Fines and Penalties: 0.4%Fines and Penalties: 0.4%Fines and Penalties: 0.4% Licenses & Permits: 1.4%Licenses & Permits: 1.4%Licenses & Permits: 1.4% Other Revenue: 9.9%Other Revenue: 9.9%Other Revenue: 9.9% State Revenue: 3.6%State Revenue: 3.6%State Revenue: 3.6% Taxes: 49.2%Taxes: 49.2%Taxes: 49.2% Use Money/Property: 1.6%Use Money/Property: 1.6%Use Money/Property: 1.6% Total Revenues Fiscal Year 2025 (All Funds Combined) All Funds Summary The following section provides an overview of the combined, all City funds budget. The City has over 150 funds which include the General Fund, enterprise funds, housing funds, redevelopment successor agency funds, special revenue funds, internal service funds, capital project funds, and debt service funds. Detailed descriptions, funding, and staffing levels are provided for each fund under the corresponding fund section in this document. This section is intended to provide a citywide overview of the Proposed Budget for fiscal year 2025. All Funds Revenue Summary The combined revenue budget for all City funds totals $608.5 million, of which $126.4 million represents interfund transfers. The revenues for all funds are anticipated to increase by $60.2 million when compared to the fiscal year 2024 Adopted Budget revenue of $548.3 million. The following table reflects a summary of all City revenues by category� Sources of Funds (All Funds Combined) Fiscal Year 2022 – 2025 Revenues In Thousands (000) Revenue Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Charges for Services $ 93,569 $ 87,453 $ 87,642 $ 98,103 $ 10,461 DIF & Development Fees 24,372 23,835 17,133 20,007 2,874 Federal Revenue 48,489 26,661 16,720 45,072 28,352 Fines and Penalties 1,572 1,598 1,692 1,789 97 Licenses & Permits 6,472 6,766 6,283 6,739 456 Other Agency Revenue 347 5,834 294 80 (214) Other Revenue 70,448 66,539 44,119 47,749 3,630 State Revenue 14,332 34,704 17,214 17,576 362 Taxes 209,070 219,012 226,659 237,261 10,601 Transfers In 124,830 136,658 124,945 126,419 1,474 Use Money/Property 12,126 17,267 5,600 7,731 2,131 Total $ 605,627 $ 626,328 $ 548,301 $ 608,525 $ 60,225 Page 551 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ALL FUNDS SUMMARY 22 Personnel Services: 34.2%Personnel Services: 34�2%Personnel Services: 34.2% Supplies and Services: 16.6%Supplies and Services: 16.6%Supplies and Services: 16.6%Other Expenses: 10.7%Other Expenses: 10.7%Other Expenses: 10.7% Other Capital: 0.6%Other Capital: 0.6%Other Capital: 0.6% Utilities: 1.9%Utilities: 1.9%Utilities: 1.9% Internal Service Charges: 1.0%Internal Service Charges: 1.0%Internal Service Charges: 1.0% Transfers Out: 21.3%Transfers Out: 21.3%Transfers Out: 21.3% CIP Project Expenditures: 13.7%CIP Project Expenditures: 13.7%CIP Project Expenditures: 13.7% Non-CIP Project Expenditures: 0.1%Non-CIP Project Expenditures: 0.1%Non-CIP Project Expenditures: 0.1% Total Expenditures Fiscal Year 2025 (All Funds Combined) All Funds Expenditure Summary The combined expenditure budget for all City funds for fiscal year 2025 totals $595.3 million. The combined budget amount includes a General Fund operating budget of $274.1 million and a Capital Improvement Program (CIP) budget of $81.2 million. When compared to the prior year budget, the fiscal year 2025 Proposed Budget reflects an increase of $51.4 million. The expenditures have been assigned to the appropriate expense categories and are shown in the following table. Uses of Funds (All Funds Combined) Fiscal Year 2022 – 2025 Expenditures In Thousands (000) Expenditure Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Personnel Services $ 173,786 $ 173,299 $ 181,759 $ 203,192 $ 21,432 Supplies and Services $ 68,456 $ 77,213 $ 87,416 $ 98,653 $ 11,237 Other Expenses $ 101,025 $ 72,337 $ 61,110 $ 63,792 $ 2,682 Other Capital $ 7,596 $ 5,903 $ 4,572 $ 3,458 $ (1,115) Utilities $ 9,092 $ 9,387 $ 10,977 $ 11,402 $ 425 Internal Service Charges $ 4,622 $ 4,857 $ 5,582 $ 5,922 $ 339 Transfers Out $ 124,830 $ 136,658 $ 125,005 $ 126,749 $ 1,744 CIP Project Expenditures $ 26,816 $ 58,208 $ 66,588 $ 81,240 $ 14,652 Cost of Sales $ 391 $ 426 $ 391 $ 437 $ 45 Non-CIP Project Expenditures $ 3,933 $ 5,029 $ 455 $ 455 $ - Total $ 520,547 $ 543,316 $ 543,857 $ 595,299 $ 51,442 Page 552 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ALL FUNDS SUMMARY 23 General Fund Reserves The City of Chula Vista City Council Policy 220-03 established three General Fund Reserves, with a total recommended minimum reserve level for the three reserves of 23.0% of the following year’s Adopted General Fund budgeted operating expenditures, excluding Measure A and P Sales Taxes. With the issuance of pension obligations bonds (POBs) in November 2020, the Policy was amended to include additional reserves. The General Fund Reserve Policy is established to ensure that the City’s finances are managed in a manner that will (1) continue to provide for the delivery of quality services, (2) maintain and enhance service delivery as the community grows in accordance with the General Plan, (3) minimize or eliminate the need to increase taxes and fees because of temporary revenue shortfalls, and (4) establish the reserves necessary to meet known and unknown future obligations and ability to respond to unexpected opportunities. A brief summary of the uses and minimum/target level for each reserve is as follows: General Fund Operating Reserve The General Fund Operating Reserves represent unrestricted resources available for appropriation by the City Council to address extraordinary needs of an emergency nature, such as a major storm drain repair, litigation, settlement costs or an unexpected liability created by Federal and State legislative action. This reserve has a minimum level of no less than fifteen percent (15.0%) of budgeted operating expenditures. Economic Contingency Reserve The Economic Contingency Reserves represent monies set aside to mitigate service impacts during a significant downturn in the economy which impacts City revenues such as sales tax and property tax, etc. This reserve has a minimum level of no less than five percent (5.0%) of budgeted operating expenditures. Catastrophic Event Reserve The Catastrophic Event Reserves represent monies set aside to fund unanticipated expenses related to major or natural disasters in the City. This reserve has a target level of three percent (3.0%) of budgeted operating expenditures. Pension & OPEB (Other Post-Employment Benefits) Reserve The Pension & OPEB Reserve sets aside surplus funds and savings from the issuance of pension obligation bonds (POBs) to address future potential pension liability increases and potentially pay off the POBs debt early. The Reserve is to be funded only after funding the 15% minimum reserve level of the General Fund Operating Reserve. Should the fiscal year result in a surplus, such funds will be split between the Pension & OPEB Reserve and the other two reserves, the Economic Contingency Reserve and Catastrophic Event Reserves, until all three reserves are fully funded� The following chart depicts the General Fund Reserves since fiscal year 2019 as a percentage or the respective budgeted operating expenditures. As the reserve is intended to be a gauge of the General Fund, Measure A and Measure P funding are not included in the calculation of the General Fund Reserves. Page 553 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → ALL FUNDS SUMMARY 24 Pension Obligation Bonds City Staff, in conjunction with discussions with City Council, explored over several years the use of pension obligation bonds (POBs) to help manage retirement costs. A pension obligation bond is a taxable bond issued to investors, with proceeds utilized to extinguish all or a part of the City’s pension liabilities. These liabilities are termed the “unfunded accrued liability” (UAL) and are due to the California Public Employees’ Retirement System (CalPERS). The UAL is the shortfall or gap between what the City has in assets and what it will need in assets to fully pay out the benefits that it has promised to retirees under CalPERS. Issuance of the POBs provides the City several benefits, including: (1) generating cash flow savings to the City through historically low interest rates relative to the CalPERS discount rate assumption; (2) creating a repayment shape for the City’s pension liabilities that increases more gradually than currently mandated by CalPERS; (3) enhancing budget predictability and long-term fiscal sustainability by creating a smoother repayment shape at a lower level; (4) leveraging the projected savings to adequately fund various reserves; and (5) setting aside a portion of the future savings into the Section 115 Trust and Bond Call Fund to mitigate future pension and OPEB cost increases and potentially pay off (redeem) the POBs prior to maturity. On September 15, 2020, City Council approved the initial legal documents related to a POB and the City and its financing team initiated a validation process in the San Diego County Superior Court. This process concluded on January 11, 2021, with the City refinancing the City’s UAL with CalPERS at historically low interest rates. In February 2021, the City issued approximately $350 million in Pension Obligation Bonds to refund all of the UAL based on the CalPERS Actuarial Valuation as of June 30, 2019. At issuance, the projected benefit to the City from the 2021 Pension Obligation Bonds issuance was $116 million ($112 million on a present value basis). These savings estimates assume that CalPERS achieves its target rate (7.0% at the time of issuance; updated to 6.8% in July 2021) in the future. Savings will be higher if CalPERS earns more than the target rate and lower if it earns less than the target rate. These savings will be utilized to fund the new Pension Reserve Fund mentioned above, mitigating future fiscal impacts from anticipated CalPERS pension investment return shortfalls. Re s e r v e P e r c e n t a g e GF A v a i l a b l e F u n d B a l a n c e (M i l l i o n s ) Fiscal Year 2020 to Fiscal Year 2024 16.0% 15.0%15.0%15.0%15.0% General Fund Operating Reserve Operating Reserve Reserve Policy Target GF Available Fund Balance FY20 FY21 FY22 FY23 FY24 Estimated 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% 16.0% 18.0% $0 $10 $20 $30 $40 Page 554 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SUMMARY OF STAFFING CHANGES Page 555 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 556 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → SUMMARY OF STAFFING CHANGES 27 Summary of Staffing Changes The fiscal year 2025 Proposed Budget includes 1,301.75 positions for all funds. This is a net increase of 38.0 positions when compared to the fiscal year 2024 Adopted Budget that included 1,263.75 authorized positions. The summary of staffing changes is divided into two sections – the staffing changes that were approved by Council during fiscal year 2024 and changes made as part of the development of the fiscal year 2025 budget. Position Changes Authorized during Fiscal Year 2024 During fiscal year 2024, Council approved the addition of 21.00 full-time equivalent (FTE) positions Citywide, as well as several reclassifications to reflect changes in duties. Changes in the General Fund (GF) resulted in a net increase of 21.00 FTEs. Changes to other funds resulted in a net increase of 3.0 FTEs. These changes are summarized in the following table. Summary of Fiscal Year 2024 Staffing Changes Approved by City Council Department/Fund Program Position FTE Animal Care Facility (2.00)Admin Animal Care Facility Manager (1.00) Deputy Director of Animal Services 1.00 Animal Control Officer 1.00 Animal Services Specialist 1.00 Administration (0.00)Communications Marketing and Communications Manager (1.00) Communications Manager 1.00 City Clerk (1.00)Operations Deputy City Clerk II 1.00 Development Services Fund (0.00) Current Planning Sr Project Coordinator (1.00) Sr Planner 1.00 Secretary (1.00) Facilities Financing Associate Planner (1.00) Land Development Associate Engineer 1.00 Development Services Counter Development Services Tech I (1.00) Development Services Tech II 1.00 Sr Engineering Tech (1.00) Development Services Tech III 2�00 Development Services GF (0.00)Admin Development Services Tech II (1.00) Development Services Tech I 1.00 Deputy Director of Development Services 1.00 Long-Range Planning Sr Planning Tech (1.00) Engineering and Cap Proj (-1.00) Construction Inspection Sr Engineering Tech (1.00) Survey Associate Land Surveyor 1.00 Fiscal Sustainability Admin Services Manager (1.00) Principal Management Analyst 1.00 Sr Management Analyst (1.00) Environmental Services Fund (0.00)Environmental Services Conservation Specialist II (2.00) Recycling Specialist II 2�00 Finance (1.00)Revenue Accounting Assistant (1.00) Accounting Technician 1.00 Budget and Analysis Sr Management Analyst 1.00 Fleet Fund (1.00)Central Garage Operations Equipment Mechanic 1.00 Page 557 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → SUMMARY OF STAFFING CHANGES 28 Summary of Fiscal Year 2024 Staffing Changes (Continued) Approved by City Council Department/Fund Program Position FTE Human Resources (0.00) Admin Assistant Director of HR 1.00 Operations Human Resources Manager (1.00) Sr HR Analyst (1.00) Principal HR Analyst 1.00 Library (-0.50)Admin City Librarian (1.00) Director of Community Services (0.50) Director of Library Services 1.00 Measure A (6.00) Fire Firefighter/Paramedic 6�00 Police Police Agent (2.00) Police Sergeant 2�00 Parks & Recreation (0.50)Admin Parks and Recreation Administrator (1.00) Director of Community Services (0.50) Director of Parks and Recreation 1.00 Assistant Director of Parks and Recreation 1.00 Police Grant Funds (0.00)HIDTA CBAG FA Graphic Designer/Webmaster (1.00) ORT Prevention Police Agent 1.00 Public Works (2.00)Park Maint Parks Maintenance Worker II 1.00 Project Management Real Property Manager 1.00 Sewer Fund (1.00)Sewer Billing Fiscal Office Specialist 1.00 Transport Fund (8.00)Transport CV Emergency Medical Technician (Non-Safety) 5�00 Paramedic (Non-Safety) 3�00 Citywide Total 21.00 Page 558 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → SUMMARY OF STAFFING CHANGES 29 Fiscal Year 2025 Changes The fiscal year 2025 Proposed Budget reflects specific program changes based on the resources available. In total, the changes result in a net increase of 17.00 FTEs across funds when compared to the fiscal year 2024 amended budget. Changes in the General Fund (GF) result in a 14.00 FTE increase. Changes to other funds results in a net increase of 3.00 FTEs. The following table summarizes the fiscal year 2025 staffing changes by department and/ or fund: Summary of Fiscal Year 2025 Staffing Changes Department/Fund Program Position FTE Administration (2.00)Communications Community Engagement Specialist 1.00 Admin Deputy City Manager/PW Director 1.00 CV Housing Authority Fund (1.00)Housing and Homeless Services Homeless Services Specialist II 1.00 Development Services GF (1.00)Code Enforcement Building Official 1.00 Development Services Fund (-2.00)Code Enforcement Building Official/Code Enforcement Manager (1.00) Admin Development Project Manager (1.00) Economic Development (-1.00)Admin Chief Sustainability Officer (1.00) Econ Dev - Environ Srvs Fund (-9.00)Environmental Services Environmental Services Manager (1.00) Recycling Specialist II (7.00) Sr Recycling Specialist (1.00) Engineering & Capital Proj (2.00)Infrastructure Projects Principal Civil Engineer 1.00 Admin Assistant Director of Engineering 1.00 Fleet Fund (0.00)Central Garage Fire Apparatus Mechanic (1.00) Equipment Mechanic 1.00 Fire (9.00)Bayfront Fire Captain 3�00 Fire Engineer 3�00 Firefighter/Paramedic A 3�00 Human Resources (0.00)Disability Management Sr Risk Management Specialist (1.00) Principal Risk Management Specialist 1.00 Information Technology Services (0.00)Micro-Computers Sr Info Tech Support Spec II/Sr Police Tech Spec (2.00) Sr Info Tech Support Spec II 2�00 Measure A (3.00)Fire Firefighter A 3�00 Parks & Recreation (0.00)Admin Administrative Technician (1.00) Management Analyst II 1.00 Police (-1.00)Jail Detention Facility Manager (1.00) Detentions Officer (1.00) Detentions Supervisor 1.00 Public Works (2.00) Park Operations Admin Sr Management Analyst (1.00) Admin Public Works Specialist 1.00 Sr Fiscal Office Specialist 1.00 Director of Public Works (1.00) Park Rangers Maintenance Worker II 1.00 Public Works Supervisor 1.00 Pub Wrks - Environ Srvs Fund (9.00)Environmental Services Environmental Services Manager 1.00 Recycling Specialist II 7�00 Sr Recycling Specialist 1.00 Sewer Fund (1.00)Engineering Associate Engineer 1.00 Total Citywide 17.00 Page 559 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → SUMMARY OF STAFFING CHANGES 30 Summary of Frozen Positions As funding becomes available the status of these positions will be reevaluated; recommended funding changes will be brought to Council for consideration mid-year or through the budget development process. The fiscal year 2025 Proposed Budget reflects 2.00 FTE frozen positions summarized by department in the below table. Summary of Fiscal Year 2025 Frozen Positions Department/Fund Program Position FTE City Council (1.00)Administration Admin Secretary - Mayor 1.00 Fire (1.00)Fire Prevention Fire Prevention Specialist 1.00 Total Citywide 2.00 Page 560 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → SUMMARY OF STAFFING CHANGES 31 Summary of Staffing Changes by Department and Bargaining Unit The following tables summarize the staffing changes occurring between the fiscal year 2024 Adopted Budget and the fiscal year 2025 Proposed Budget, by department and bargaining unit. Summary of Staffing Changes by Department Department/Fund FY 2024 Adopted Staffing FY 2024 Mid Year Changes FY 2025 Changes FY 2025 Proposed Staffing % Change Administration 11.00 - 2�00 13.00 18.2% Animal Care Facility 27�25 2�00 - 29�25 7.3% City Attorney 17.00 - - 17.00 -% City Clerk 9�00 1.00 - 10.00 11.1% City Council 14.00 - - 14.00 -% Development Services - GF 21.00 - 5�00 26�00 23.8% Economic Development 9�00 - (5.00) 4�00 (55.6%) Engineering and Capital Projects 59�00 (1.00) 2�00 60�00 1.7% Finance 34�00 1.00 - 35�00 2.9% Fire 156.00 - 9�00 165.00 5.8% Human Resources 22�00 - - 22�00 -% Information Technology Services 21.00 - - 21.00 -% Library 23�00 (0.50) - 22�50 (2.2%) Parks and Recreation 19.50 0�50 - 20�00 2.6% Police 329�00 - (1.00) 328�00 (0.3%) Public Works 124.00 2�00 2�00 128.00 3.2% General Fund Total 895.75 5.00 14.00 914.75 0.02 Other Funds Advanced Life Support Fund 5�00 - - 5�00 -% CV Housing Authority Fund 10.00 - 1.00 11.00 10.0% Development Services Fund 65�00 - (2.00) 63�00 (3.1%) Environmental Services Fund 9�00 - - 9�00 -% Federal Grants Fund 44�00 - - 44�00 -% Fleet Management 12.00 1.00 - 13.00 8.3% Gas Tax Fund 2�00 - - 2�00 -% Measure A Fund 111.00 6�00 3�00 120.00 8.1% Sewer Fund 48�00 1.00 1.00 50�00 4.2% Transportation Fund 62�00 8�00 - 70�00 -% Other Funds Total 368.00 16.00 3.00 387.00 0.05 Citywide Total 1,263.75 21.00 17.00 1,301.75 3.0% Page 561 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Budget Message → SUMMARY OF STAFFING CHANGES 32 Summary of Staffing Changes by Bargaining Unit Bargaining Unit FY 2024 Adopted Staffing FY 2024 Mid Year Changes FY2025 Changes FY 2025 Proposed Staffing % Change City Attorney (Elected) 1.00 - - 1.00 -% Unrepresented Professionals and Mid Managers 51.50 3�00 - 54�50 5.8% Executives 17.00 1.00 - 18.00 5.9% Chula Vista Mid Managers and Professionals Association 88�75 (1.00) (1.00) 86�75 (2.3%) Association of Chula Vista Employees 439�50 2�00 6�00 447�50 1.8% City Council 5�00 - - 5�00 -% International Association of Firefighters 190.00 6�00 12.00 208�00 9.5% Non-Safety International Association of Firefighters 58�00 8�00 - 66�00 13.8% Police Officers Association 284�00 1.00 - 285�00 0.4% Western Council of Engineers 46�00 2�00 1.00 49�00 6.5% Senior Managers 50�00 - (1.00) 49�00 (2.0%) Confidential 33�00 (1.00) - 32�00 (3.0%) Total 1,263.75 21.00 17.00 1,301.75 3.0% Page 562 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GENERAL FUND General Fund Expenditure Summary General Fund Revenue Summary General Fund Net Cost General Fund Long-Term Financial Plan Department Summary Reports Page 563 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 564 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GENERAL FUND EXPENDITURE SUMMARY Page 565 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 566 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 37 General Fund Expenditure Summary The fiscal year 2025 Proposed General Fund expenditures budget is $274.1 million, an increase of $15.9 million or 6.2% when compared to the fiscal year 2024 Adopted Budget expenditures budget. Fiscal year 2025 capital improvement projects will be funded primarily by non‐General Fund allocations; see the Capital Improvement Program section of this document� The fiscal year 2025 Proposed General Fund Budget is balanced, with budgeted expenditures equal to or less than budgeted revenues, plus other available sources. The fiscal year 2025 Proposed Budget continues positive growth in its revenue sources. However, due to multiple factors within the current economy, conservative growth assumptions have been incorporated into the budget projections. The fiscal year 2025 Proposed Budget expenditures focus on maintaining and enhancing current levels of service. General Fund Expenditures Summary In Thousands (000) Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Personnel Services $ 118,778 $ 126,527 $ 132,893 $ 147,298 $ 14,405 Supplies and Services 16,351 19,993 25,209 25,278 69 Other Expenses 15,185 6,631 1,831 2,187 356 Internal Service 3,658 3,810 4,473 4,650 177 Capital 844 545 193 193 - Transfers Out 84,994 98,252 86,754 87,700 946 Non-CIP Project Expenditures 539 171 200 - (200) Utilities 6,209 6,560 6,670 6,819 149 Total Operating Budget $ 246,558 $ 262,489 $ 258,222 $ 274,124 $ 15,902 CIP Project Expenditures 38 44 - - - Total General Fund Budget $ 246,596 $ 262,533 $ 258,222 $ 274,124 $ 15,902 Major Expenditure Changes by Category The following summarizes the significant changes within the expenditure categories: Personnel Services: Increase of $14.4 million from the fiscal year 2024 Adopted Budget, driven by the following: ■Net addition of 19 FTE, 5.00 FTE fiscal year 2024 mid-year additions and 14.00 FTE fiscal year 2025 increase of budgeted positions� ■An approximate Increase of $2.3 million for retirement costs, reflecting the increased contribution rates based on the June 30, 2023 valuation report from CalPERS. ■An increase of $0.7 million in expenses for healthcare benefits. Supplies and Services: Increase of approximately $0.1 million when compared to the fiscal year 2024 Adopted Budget� ■Contract Services decrease of $0.6 million. ■Attorney Services decrease of $1.05 million. ■General/liability insurance increase of $1.65 million. ■Other various supplies and services increase of $0.06 million Other Expenses: Increase of $0.36 million when compared to the fiscal year 2024 Adopted Budget, largely due to administrative expense to the California Department of Tax and Fee Administration (CDTFA) for the collection and administration of sales related tax revenues. Transfers Out: Increase of $.9 million over the fiscal year 2024 Adopted Budget, driven by the following: Page 567 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 38 Fiscal Year 2025 Note: Personnel Services (Personnel Expense, Retirement Benefits, and Health Benefits) accounts for 51% of General Fund expenditures in the fiscal year 2025 Proposed Budget. Health Benefits: 5.5%+HDOWK%HQHILWVHealth Benefits: 5.5% Personnel Expense: 41.9%3HUVRQQHO([SHQVHPersonnel Expense: 41.9% Supplies and Services: 9.2%6XSSOLHVDQG6HUYLFHVSupplies and Services: 9.2% Other Expenses: 0.8%2WKHU([SHQVHVOther Expenses: 0.8% Internal Service: 1.7%,QWHUQDO6HUYLFHInternal Service: 1.7% Transfers Out: 32.0%7UDQVIHUV2XWTransfers Out: 32.0% Utilities: 2.5%8WLOLWLHVUtilities: 2.5%Retirement Benefits: 6.4%5HWLUHPHQW%HQHILWVRetirement Benefits: 6.4% *HQHUDO)XQG([SHQGLWXUHVE\&DWHJRU\ ■Transfers out from the General Fund to the Sales Tax Measure A and P Funds each increased by $1.5 million based on projected sales tax revenues, for a total of $3.0 million. ■A decrease of additional contribution to the Section 115 Trust of $1.4 million is budgeted in accordance with the City’s Pension Reserve Policy. ■A decrease of the contribution to the Public Liability Trust of $1.2 million is budgeted to maintain an appropriate reserve level to pay for uninsured and deductibles for public liability losses. ■An increase of the City’s General Fund grant match of $0.2 million to perform an inventory of City owned trees from the U.S. Department of Agriculture (USDA). ■The addition of $0.2 million transfer from the General Fund to the Capital Improvement Fund for emergency repairs to City owned assets. ■An increase of $0.1 million for utility costs for the Living Coast Discovery Center. ■An increase of $0.1 million for the City’s contribution to the Bayfront Lease Revenue fund. Non-CIP Project Expenditures: Decrease of $0.2 million over the fiscal year 2024 Adopted Budget, primarily for the reduction of a one-time reimbursement of City Property Maintenance for City leased facilities. Utilities: Increase of $0.15 million from the fiscal year 2024 Adopted Budget based on rate increases for gas and electric, and water. The chart below illustrates the fiscal year 2025 expenditures by expense category as a percentage of the entire General Fund adopted budget, followed by a chart showing the City’s historical General Fund expenditures from fiscal year 2022 to the fiscal year 2025 Proposed Budget expenditure amounts. Page 568 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 39 Mi l l i o n s Fiscal Years 2022 – 2025 General Fund Expenditures History by Category Personnel Services Supplies and Services Other Expenses Internal Service Capital Transfers Out CIP Project Expenditures Non-CIP Project Expenditures FY22 Actual FY23 Actual FY24 Adopted FY25 Proposed $0 $50 $100 $150 $200 $250 $300 Page 569 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 40 Fiscal Year 2025 Note: The chart above does not reflect net cost of each department, only their expenditure allocations. Boards and Commissions: $0.0, 0%Boards and Commissions: $0�0, 0%Boards and Commissions: $0.0, 0% City Clerk: $1.6, 3%City Clerk: $1.6, 3%City Clerk: $1.6, 3% City Council: $1.7, 3%City Council: $1.7, 3%City Council: $1.7, 3% Human Resources: $4.0, 7%Human Resources: $4.0, 7%Human Resources: $4.0, 7% Development Services: $3.3, 6%Development Services: $3.3, 6%Development Services: $3.3, 6% Economic Development: $1.3, 2%Economic Development: $1.3, 2%Economic Development: $1.3, 2% Engineering & Capital Projects: $12.0, 22%Engineering & Capital Projects: $12.0, 22%Engineering & Capital Projects: $12.0, 22% City Attorney: $3.8, 7%City Attorney: $3.8, 7%City Attorney: $3.8, 7% Administration: $3.2, 6%Administration: $3.2, 6%Administration: $3.2, 6% Animal Care Facility: $3.6, 7%Animal Care Facility: $3.6, 7%Animal Care Facility: $3.6, 7% Information Technology: $4.7, 9%Information Technology: $4.7, 9%Information Technology: $4.7, 9% Library: $4.2, 8%Library: $4.2, 8%Library: $4.2, 8% Finance: $5.1, 9%Finance: $5.1, 9%Finance: $5.1, 9% Parks and Recreation: $5.9, 11%Parks and Recreation: $5.9, 11%Parks and Recreation: $5.9, 11% General Fund Expenditure by Department (Other Department Detail – Totals $49.9 million) The following chart reflects the “Other” department costs included in the previous chart that includes the $54.4 million of the General Fund department budgeted expenditures. Fiscal Year 2025 Note: The chart above does not reflect net cost of each department, only their expenditure allocations. Fire: $37.2, 14%)LUHFire: $37.2, 14% Public Works: $24.3, 9%3XEOLF:RUNVPublic Works: $24.3, 9% Police: $59.5, 22%3ROLFHPolice: $59.5, 22% Non-Departmental: $98.8, 36%1RQ'HSDUWPHQWDONon-Departmental: $98.8, 36% Other Departments: $54.4, 20%2WKHU'HSDUWPHQWVOther Departments: $54.4, 20% *HQHUDO)XQG([SHQGLWXUHE\'HSDUWPHQW The chart below illustrates the fiscal year 2025 Proposed General Fund Expenditure budget by department. Public safety (Police and Fire departments), represent approximately 35.3% of the General Fund budget for fiscal year 2025. Page 570 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 41 FT E FT E / 1 , 0 0 0 Compared to FTEs per Thousand Residents Note: Population for FY 2025 is estimated with the average 3.0% growth rate. &LW\RI&KXOD9LVWD6WDIILQJ)7(V Total GF FTEs FTEs/1000 FY 2022 FY 2023 FY 2024 FY 2025 (Estimated) 0 100 200 300 400 500 600 700 800 900 0.0 1.0 2.0 3.0 4.0 5.0 Staffing Levels The fiscal year 2025 Proposed Budget includes a net increase of 19.0 General Fund positions over the fiscal year 2024 Adopted Budget. The staffing changes are divided by those approved by Council during fiscal year 2024 and changes made as part of the development of the fiscal year 2025 budget. General Fund Staffing Level Summary Table General Fund Budget FY 2022 FY 2023 FY 2024 FY 2025 % Change FY 2022 to FY 2025 Legislative and Administrative 114.00 119.00 128.00 132.00 15.8% Development and Maintenance 191.25 200�25 240�25 247�25 29.3% Public Safety 465�50 465�00 485�00 493�00 5.9% Community Services 79�50 83�50 42�50 42�50 -46.5% Total GF City Staff 850.25 867.75 895.75 914.75 7.6% The modest increases in staffing are consistent with City’s population growth as projected by the California Department of Finance. These growth patterns are reflected in the following graph which provides the number of General Fund full-time employees (FTEs) per thousand residents. Page 571 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 42 Pe r c e n t R e t u r n Target Percent Return Relative to CalPERS Assumed Investment Return Rate The 2023 return is 6.8%. The CalPERS assumed investment rate is 7.0% for FY 2010 – FY 2021; 6.8% since FY 2022 CalPERS Historical Market Value Rates of Return Target Percent Return 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 -10% -5% 0% 5% 10% 15% 20% 25% Salary Adjustments The fiscal year 2025 Proposed Budget for the Personnel Services expense category, which includes salaries and benefits, is $147.3 million or 54% of the budget, a 10.8% increase from the fiscal year 2024 Adopted Budget. The fiscal year 2025 Adopted General Fund Budget includes funding for the annualized costs of negotiated salary increases approved per the current Memoranda of Understanding (MOU) with each of the City’s employee groups. Rising Retirement Costs The increase in retirement/pension costs driven by rising California Public Employees’ Retirement System (CalPERS) contributions is a significant budgetary challenge facing the City. Pension cost increases are the largest financial challenge facing most cities throughout the state and are primarily due to factors outside of the cities’ control, namely actuarial assumptions changes made by CalPERS and below average investment returns. The payments estimated to be made to the retirement system equal approximately $17.6 million or 6.4% of the City’s fiscal year 2025 Proposed Budget. This represents an increase of $2.7 million from the fiscal year 2024 Adopted Budget. This somewhat small increase is due to the issuance of pension obligations bonds (POBs) to fund retirement liabilities discussed in the All- Funds Summary section of this document� To follow is a series of charts related to pension costs. The first chart depicts the actual market rates of return for the CalPERS investment portfolio in relation to the typical 7.0% investment return assumption used by CalPERS in most years� Page 572 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 43 The final chart reflects historical CalPERS contributions illustrating the employer (City) contribution rates from fiscal years 2022 to 2025 and projected rates for fiscal years 2026 through 2030. As noted above, due to the payment of the UAL in fiscal year 2021, employer contribution rates decreased significantly between fiscal year 2022 and fiscal year 2023� Mi l l i o n s $11�7 $12.7 $14.9 $17.6 $12.8$12.8 $13.1$13.1 $13.1$13.1 $13.4$13.4 Retirement Costs POB Debt Service FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed $0.0 $10.0 $20.0 $30.0 $40.0 Retirement Costs (General Fund) Fiscal Years 2022 – 2025 The second chart reflects actual CalPERS costs in the General Fund for fiscal years 2022 to the fiscal year 2025 Proposed Budget. Due to the payment of the Unfunded Actuarial Liability (UAL) June 30, 2019 balance to CalPERS paid by the proceeds of the City’s issuance of the 2021 Pension Obligation Bonds, retirement costs decreased in fiscal year 2022 and 2023. However, due to increases to the CalPERS unfunded actuarial liability (UAL) costs and scheduled annual debt service payments to service the 2021 Pension Obligation Bonds, retirement costs are anticipated to increase� Page 573 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 44 Mi l l i o n s Fiscal Years 2022 – 2025 $10�8 $11.3 $14.2 $15.0 Flex/Health Insurance Costs (General Fund) FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed $0.0 $2.5 $5.0 $7.5 $10.0 $12.5 $15.0 $17.5 Health Care Costs The City’s “Flex Plan” is an annual allotment toward the purchase of benefits available under the City’s Cafeteria Benefits Plan for employees to choose health plan coverage. The Flex/health insurance expenses total approximately $15.0 million or 5.5% of the fiscal year 2025 Proposed Budget expenditures. This represents an increase of $0.76 million or 5.3% from the fiscal year 2024 Adopted Budget. The increase in costs is primarily due to the City’s health insurance providers Kaiser and AETNA rate increases in calendar year 2024, based on healthcare utilization rates. No r m a l C o s t R a t e Fiscal Years 2024 to 2030 Projected Notes: 1. Reflects Employer Contribution. The actual employer contribution is higher due to Employer Paid Member Contributions (EPMC) ranging from 1.3% to 4.2%, and for applicable years an additional 8% and 9% for the Employer Paid Member Contribution (Employee Contribution). 2. Projected rates (FY 2026 - 2030), based on CalPER’s Annual Valuation Report as of June 30, 2022 CalPERS Employer Contribution Rates Miscellaneous Public Safety FY24 FY25 FY26 (projected)FY27 (projected)FY28 (projected)FY29 (projected)FY30 (projected) 0.0% 10.0% 20.0% 30.0% Page 574 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 45 Flex Allotment Increases by Bargaining Group Calendar Year 2022 to 2025 FLEX Allotment Increases by Bargaining Unit Bargaining Group 2022 2023 2024 2025 (Estimated) 2024-2025 % Change Confidential $ 14,614 $ 16,436 $ 17,666 $ 18,161 2.8% Chula Vista Employees Association $ 14,114 $ 15,060 $ 16,290 $ 17,661 8.4% Executive $ 17,390 $ 18,336 $ 19,566 $ 20,937 7.0% Mid Managers and Professionals $ 14,990 $ 16,436 $ 17,666 $ 19,037 7.8% Non-Safety International Association of Fire Fighters $ - $ 15,060 $ 16,290 $ 17,661 8.4% Senior Managers $ 15,990 $ 16,936 $ 18,166 $ 19,537 7.5% Western Council of Engineers $ 14,990 $ 15,936 $ 17,166 $ 18,537 8.0% Mayor & Council $ 17,390 $ 18,336 $ 19,566 $ 20,937 7.0% City Provided Public Safety Flex Benefit Ranges Calendar Year 2022 to 2025 Public Safety FLEX Benefit Ranges Benefit 2022 2023 2024 2025 Estimated Medical $ 6,972 - $25,176 $ 7,752 - $28,464 $ 8,316 - $30,828 $ 8,620 - $33,911 Dental(1) $ 192 - $468 $ 120 - $456 $ 120 - $456 $ 204 - $480 (1) Dental insurance for public safety employees is fully compensated for at the DHMO level. Employees may choose PPO and pay the variance between DHMO and PPO. Insurance Premiums The annual budget for Flex/Health Insurance has increased by $0.76 million from the fiscal year 2024 Adopted Budget to $15.0 million in the fiscal year 2025 Proposed Budget. Discussions with health care professionals indicate increases in health care costs are likely to continue for the foreseeable future based on healthcare utilization trends� The following table reflects the changes in health care rate premiums the City has experienced from January 2021 to January 2024. The final rate premium that will be in effect for January 2025 will not be known until early Fall 2024. Premium Increases by Health Care Provider Calendar Year 2022 to 2025 Date of Increase Kaiser AETNA Average January 2022 20.0% 10.0% 15.0% January 2023 15.0% 9.0% 12.0% January 2024 7.5% 7.5% 7.5% January 2025 (estimated) 10.0% 10.0% 10.0% Annual Average Premium Increase 13.1% 9.1% 11.5% Total Increase (January 2021 to January 2024) 42.5% 26.5% 34.5% Measure P & Measure A Expenditures Measure P – Approved in November 2016, Measure P is a temporary, ten-year, half-cent sales tax dedicated by the City to funding high priority deferred maintenance items such as infrastructure, fleet replacement, technology and other capital equipment. Collection of this tax began in April 2017 and is scheduled to terminate in March 2027. The fiscal year 2025 Proposed Budget projects approximately $29.0 million in revenue from this tax and a corresponding Page 575 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND EXPENDITURE SUMMARY 46 transfer out (expense) of the General Fund to the Measure P fund for the same amount less administrative costs. The fiscal year 2025 Proposed Budget transfer amount is an increase of approximately $1.5 million over the transfer amount included in the fiscal year 2024 Adopted Budget. Measure A – Approved in June 2018, Measure A is a half-cent sales tax dedicated to addressing public safety (Police and Fire departments) critical needs. Collection of this revenue began in October 2018 and will remain in place; Measure A sales tax does not have a sunset date. The fiscal year 2025 Proposed Budget projects approximately $29.0 million in revenue from this tax and a matching transfer out of the General Fund to the Measure A fund for the same amount less administrative costs. The fiscal year 2025 Proposed transfer amount is an increase of approximately $1.5 million over the transfer amount included in the fiscal year 2024 Adopted Budget. Although these measures were approved as “general purpose tax” (City has discretion to spend revenues generated for any lawful municipal purpose), the City has established specific uses and spending plans for each revenue stream. Accordingly, the City has set up separate funds to monitor and track the usage and balance of these funds. The General Fund serves as a pass-through conduit for these funds. The fiscal year 2025 Proposed Budget includes transfers out of approximately $29.0 million to each of the Measure P and Measure A Sales Tax funds. Specific budget information related to these measures is provided in the Measure P and Measure A sections of this document. Page 576 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GENERAL FUND REVENUE SUMMARY Page 577 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 578 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 49 General Fund Revenue Summary The fiscal year 2025 Proposed General Fund revenue budget is $274.1 million, an increase of $15.9 million or 6.2% when compared to the fiscal year 2024 Adopted Budget revenues budget. General Fund revenues provide funding for essential City services including police, fire, library services, and park and recreation programs. The City’s major revenue sources are: Property Tax, Sales Tax, Measure P Sales Tax, Measure A Sales Tax, Franchise Fees, Transient Occupancy Tax (TOT), Utility Users’ Tax, and Property Tax collected in‐lieu of Motor Vehicle License Fees (MVLF). The major revenue sources account for 80 percent of the City’s General Fund revenue for the fiscal year 2025 Proposed Budget� General Fund Revenues Summary Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Property Taxes $ 42,277 $ 46,175 $ 48,315 $ 51,964 $ 3,649 Sales Tax 44,865 46,303 45,797 47,983 2,186 Sales Tax - Measure P 27,628 28,527 27,836 29,316 1,480 Sales Tax - Measure A 27,620 28,505 27,836 29,316 1,480 Franchise Fees 13,852 14,432 14,808 15,104 296 Utility Users Taxes 3,731 3,643 3,838 3,857 19 Transient Occupancy Taxes 7,419 8,830 9,350 10,005 656 Motor Vehicle License Fees 25,867 28,010 29,290 31,052 1,762 Development Revenue 1,659 1,357 1,766 1,766 - Licenses and Permits 1,804 1,785 1,792 1,744 (49) Fines, Forfeitures & Penalties 1,040 1,084 1,049 1,097 48 Use of Money and Property 4,736 6,094 3,882 5,310 1,429 Other Local Taxes 7,392 7,689 7,086 7,897 811 Police Grants 566 894 938 774 (164) Other Agency Revenue 848 820 948 1,042 94 Charges for Services 9,256 9,409 9,526 9,932 406 Interfund Reimbursements 9,281 10,670 9,318 10,143 825 Other Revenues 7,982 2,446 1,372 1,740 367 Transfers From Other Funds 14,693 14,052 13,476 14,082 606 Total General Fund Revenues $ 252,517 $ 260,728 $ 258,222 $ 274,124 $ 15,902 Page 579 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 50 Fiscal Year 2025 *Misc. Revenues includes the following revenue categories: Development Revenue, Other Agency Revenue, Other Local Taxes, Other Revenues, Use of Money & Property, Licenses and Permits, Police Grants, Fines, Forfeitures & Penalties, and CIP. Property Taxes: 19.0%Property Taxes: 19�0%Property Taxes: 19.0% Measure P Sales Tax: 10.7%Measure P Sales Tax: 10.7%Measure P Sales Tax: 10.7% Measure A Sales Tax: 10.7%Measure A Sales Tax: 10.7%Measure A Sales Tax: 10.7% Motor Vehicle License Fees (MVLF): 11.5%Motor Vehicle License Fees (MVLF): 11.5%Motor Vehicle License Fees (MVLF): 11.5%Transfers from Other Funds: 5.2%Transfers from Other Funds: 5.2%Transfers from Other Funds: 5.2% Interfund Reimbursements: 3.7%Interfund Reimbursements: 3.7%Interfund Reimbursements: 3.7% Franchise Fees: 5.5%Franchise Fees: 5.5%Franchise Fees: 5.5% Charges for Services: 3.5%Charges for Services: 3.5%Charges for Services: 3.5% Utility Users Tax: 1.4%Utility Users Tax: 1.4%Utility Users Tax: 1.4% Misc Revenues: 6.9%Misc Revenues: 6.9%Misc Revenues: 6.9% Sales Tax: 18.1%Sales Tax: 18.1%Sales Tax: 18.1% Transient Occupancy Taxes: 3.7%Transient Occupancy Taxes: 3.7%Transient Occupancy Taxes: 3.7% General Fund Revenues by Category Page 580 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 51 Mi l l i o n s Fiscal Years 2022 – 2025 Historical and Estimated General Fund Revenue Sources Property Taxes Sales Tax Sales Tax – Measure P Sales Tax – Measure A Franchise Fees Utility Users Taxes TOT Motor Vehicle Licenses Development Rev.Licenses & Permits Fines Forfeitures & Penalties Use of Money & Property Other Local Taxes Police Grants Other Agency Revenue Charges for Services Interfund Reimb.Other Revenues Transfers from Other Funds CIP Related FY22 Actual FY23 Actual FY24 Adopted FY25 Proposed $0 $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 Page 581 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 52 Major Revenue Sources The following is a description of the City’s major revenue sources along with a brief discussion of the trends impacting these revenues for fiscal year 2025. Sales Tax Sales Tax revenue is estimated at $48 million in the fiscal year Proposed Budget, a change of approximately 4.8% or $2.2 million when compared to the fiscal year 2024 Adopted Budget. With the addition of Measure P and Measure A sales tax revenues, total Sales Tax revenues for fiscal year 2025 are projected to total $106.6 million. Sales tax revenue is highly sensitive to economic conditions, and reflects the factors that drive taxable sales, including levels of unemployment, consumer confidence, per-capita income, and business investment. Retailers must register with the California Department of Tax and Fee Administration and pay the state’s sales tax. Sales taxes are collected at the point of sale and remitted to the State Board of Equalization. Sales tax provides revenue for the State, County, and City. Sales tax is collected at a rate of 8.75% for the City of Chula Vista, allocated based on the following: State General Fund (includes K-12/Community Colleges) 3.94% Public Safety (Prop 172) 0.50% County Realignment (Mental Health/Welfare/Public Safety) 1.56% Countywide Transportation Fund 0.25% San Diego County Regional Transportation Commission (TransNet) 0.50% State and County Subtotal 6.75% Local Jurisdiction (City or County of place sale/use) (City Share) 1.00% City Transaction Tax (Measure P) 0.50% City Transaction Tax (Measure A) 0.50% City Subtotal 2.00% Total Sales Tax Rate – Chula Vista (1) 8.75% (1) Total sales tax rates will vary by City due to local sales tax initiatives. Page 582 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 53 Mi l l i o n s Fiscal Years 2022 – 2025 $27�6 $28.5 $27.8 $29.3 City of Chula Vista Measure A Sales Tax Revenues FY22 FY23 FY24 Adopted FY25 Proposed $0 $5 $10 $15 $20 $25 $30 $35 Mi l l i o n s Fiscal Years 2022 – 2025 $27.6 $28.5 $27.8 $29.3 City of Chula Vista Measure P Sales Tax Revenues FY22 FY23 FY24 Adopted FY25 Proposed $0 $5 $10 $15 $20 $25 $30 $35 Mi l l i o n s Fiscal Years 2022 – 2025 City of Chula Vista Sales & Transaction Tax Revenues Sales Tax Revenues Measure P Sales Tax Revenues Measure A Sales Tax Revenues FY22 Actual FY23 Actual FY24 Adopted FY25 Proposed $0 $25 $50 $75 Page 583 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 54 Mi l l i o n s Taxable Sales Per Capita – 4th Quarter 2023 Taxable Sales Autos & Transportation Building & Construction Business & Industry Food & Drugs Fuel & Service Stations General Goods Restaurants & Hotels Other De l M a r Ca r l s b a d Na t i o n a l C i t y Sa n t e e Po w a y So l a n a B e a c h Es c o n d i d o El C a j o n La M e s a Sa n D i e g o Le m o n G r o v e En c i n i t a s Sa n M a r c o s Vi s t a Co r o n a d o Ch u l a V i s t a Oc e a n s i d e Im p e r i a l B e a c h $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000 $11,000 $12,000 Based on data collected by the City’s Sales Tax consultant, the table below illustrates the variance in the taxable sales per capita for the cities within San Diego County. This comparison indicates that the City may lack a diverse marketplace as residents seek goods and services outside the City boundaries. Page 584 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 55 Schools: 45.4%6FKRROVSchools: 45.4% County: 13.2%&RXQW\County: 13.2% County in Lieu of Vehicle License Fee: 7.9%&RXQW\LQ/LHXRI9HKLFOH/LFHQVH)HHCounty in Lieu of Vehicle License Fee: 7.9% Cities: 12.6%&LWLHVCities: 12.6% Redevelopment Property Tax Trust Fund: 11.6%5HGHYHORSPHQW3URSHUW\7D[7UXVW)XQGRedevelopment Property Tax Trust Fund: 11.6% Cities in Lieu of Vehicle License Fee: 5.3%&LWLHVLQ/LHXRI9HKLFOH/LFHQVH)HHCities in Lieu of Vehicle License Fee: 5.3% Special Districts: 3.3%6SHFLDO'LVWULFWVSpecial Districts: 3.3% Library: 0.7%/LEUDU\Library: 0.7% 3URSHUW\7D['ROODU'LVWULEXWLRQE\-XULVGLFWLRQ Latest data from Fiscal Year 2021-2022 Property Tax Property tax revenues comprise the City’s largest discretionary revenue source and accounts for 19.% of the total revenue for the General Fund. This revenue source is estimated at $52 million in the fiscal year 2025 Proposed Budget and represents 7.6% or $3.6 million increase from the fiscal year 2024 Adopted Budget. Property Tax revenues are based on a 1.0% levy on the assessed value of all real property. Under the terms of Proposition 13, approved in California in 1978, annual increases in the assessed value are capped at a maximum of 2% per year unless there is a change in ownership or new construction. Annual increases in assessed value are limited by either the California Consumer Price Index (CPI) or the 2% cap, whichever is less. Property tax revenues represent a major funding source for the City of Chula Vista as well as other local jurisdictions. Currently, the City of Chula Vista receives approximately 12.6% of each property tax dollar. Distribution of property tax dollars is depicted below. Page 585 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 56 Mi l l i o n s Fiscal Years 2022 – 2025 $42�3 $46.2 $48.3 $52.0 Property Tax Revenues FY22 Actual FY23 Actual FY24 Adopted FY25 Proposed $0 $5 $10 $15 $20 $25 $30 $35 $40 $45 $50 $55 $60 City of Chula Vista and Countywide Comparison Source: County of San Diego Assessors Office Historical Change in Assessed Value Chula Vista County Overall 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 -6.0% -4.0% -2.0% 0.0% 2.0% 4.0% 6.0% 8.0% The change in assessed value for properties within the City of Chula Vista versus the County of San Diego since 2014 is depicted in the graph below. Page 586 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 57 Franchise Fees Franchise fee revenues are generated from public utility sources such as San Diego Gas & Electric (SDG&E) (2% on gas and 1.25% on electricity), trash collection franchises (20% fee), and cable franchises (5% fee) conducting business within City limits. SDG&E collects the franchise fee from Chula Vista customers based on gas and electricity usage. Revenue growth is projected based on population and inflation factors. Motor Vehicle License Fees Motor Vehicle License Fees (MVLF) revenues are generated from vehicle license fees paid with vehicle registrations with the State of California and then allocated to cities and counties. The fiscal year 2025 Proposed Budget MVLF revenues are projected to increase by $1.8 million and represent 11.3% of the total fiscal year 2025 anticipated General Fund revenues. With the State Budget Act of 2004, the allocation of MVLF revenues to cities and counties was substantially changed. Since 2006 the majority of MVLF revenues for each city grew essentially in proportion to the growth in the change in gross assessed valuation. Due to the revised formula by the State, 96% of the City’s MVLF revenues fluctuated with changes in assessed values within the City. The other 4% of MVLF revenues received by the City were based on a per capita formula but has since been shifted per Senate Bill (SB) 89 from June 2011. Provisions in SB89 shifted Vehicle License Fee revenues to fund the state law enforcement grants. Historical Change in Assessed Value vs Changes in the California CPI CPI % Change Base Year Value Change 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 -0.50% 0.00% 0.50% Page 587 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 58 Mi l l i o n s Fiscal Years 2022 – 2025 $7�4 $8.8 $9.3 $10.0 TOT Revenues FY22 Actual FY23 Actual FY24 Adopted FY25 Proposed $0 $1 $2 $3 $4 $5 $6 $7 $8 $9 $10 $11 $12 Utility Users Tax The City of Chula Vista imposes a UUT on the use of telecom at a rate of 4.75% of gross receipts. For natural gas services UUT is applied at a rate of $0.00919 per therm and $0.00250 per kilowatt on electricity services, which equates to a tax of approximately 1% of utility charges. Based on consumer trends and changes in technology, UUT is expected to stay relatively flat, and is budgeted at $3.86 million in fiscal year 2025, a modest increase of $19 thousand over the fiscal year 2024 Adopted Budget. Transient Occupancy Tax (TOT) The City of Chula Vista imposes a Transient Occupancy Tax (TOT) upon all hotel stays within the City boundaries. The TOT tax rate in the City is 10%. Major economic drivers for TOT revenue include room rates, average occupancy rates, and seasonal and non‐seasonal tourism. Mi l l i o n s Fiscal Years 2022 – 2025 $25.9 $28.0 $29.3 $31.1 MVLF Revenues FY22 Actual FY23 Actual FY23 Adopted FY25 Proposed $0 $5 $10 $15 $20 $25 $30 $35 Page 588 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND REVENUE SUMMARY 59 Estimated TOT revenues for fiscal year 2025 are $10 million. This estimate includes a $0.7 million increase from the fiscal year 2024 Adopted Budget based on current trends and an increase in hotel operators. Revenue Assumptions Revenue projections are continually reviewed and updated by City staff. As described above, major general revenues, such as property taxes, sales taxes, franchise fees, utility users’ tax, transient occupancy tax and motor vehicle license fees, are projected by the Finance Department based on prior history, growth and inflation projections, and economic climate. Additional assistance in the projection of revenues is provided by subject-matter experts such as the City’s sales consultant, the County Assessor and by reviewing regional and local economic forecasts provided by the UCLA Anderson Forecast and the County of San Diego, respectively. Page 589 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 590 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GENERAL FUND NET COST Page 591 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 592 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND NET COST 63 Fiscal Year 2025 Note: Revenue allocated for Measure A support departments is embedded in department generated revenue. Expenses of approximately $26.4 million added to Fire and Police Departments for Measure A expense allocations. Police: 39%Police: 39%Police: 39% Fire: 25%Fire: 25%Fire: 25% Public Works: 12%Public Works: 12%Public Works: 12% Parks and Recreation: 1%Parks and Recreation: 1%Parks and Recreation: 1% Library: 2%Library: 2%Library: 2% City Council: 1%City Council: 1%City Council: 1% Boards and Commissions: 0%Boards and Commissions: 0%Boards and Commissions: 0% City Clerk: 1%City Clerk: 1%City Clerk: 1% City Attorney: 3%City Attorney: 3%City Attorney: 3% Administration: 2%Administration: 2%Administration: 2% Information Technology Srvcs: 3%Information Technology Srvcs: 3%Information Technology Srvcs: 3% Human Resources: 3%Human Resources: 3%Human Resources: 3% Finance: 3%Finance: 3%Finance: 3%Animal Care Facility: 2%Animal Care Facility: 2%Animal Care Facility: 2% Economic Development: 0%Economic Development: 0%Economic Development: 0% Development Services: 1%Development Services: 1%Development Services: 1% Engineering & Capital Projects: 2%Engineering & Capital Projects: 2%Engineering & Capital Projects: 2% General Fund Net Cost by Department General Fund Net Cost The fiscal year 2025 Proposed General Fund budget of $274.1 million is based on funding from estimated department generated revenues totaling $39.0 million and discretionary revenues totaling $235.1 million. Department generated revenues are broadly defined as those revenues generated by a given activity (e.g., grant revenues, charges for services, licenses, permits). General revenues, or “discretionary revenues,” are broadly defined as those revenues that are generated not by any given activity, but by general or specific taxing authority such as property taxes and sales tax. Departments that generate small amounts of revenue relative to their size generally have higher net costs, while those that generate large amounts of revenue relative to their size generally have lower net costs. The majority of discretionary revenue is allocated to public safety services, with the Police Department at 39% followed by the Fire Department at 25%. The next highest portion was allocated to Public Works at 12%. The following chart depicts the percentage of net cost of all departments, excluding Non-Departmental, based on the fiscal year 2025 Proposed Budget. Page 593 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND NET COST 64 General Fund Net Impact Fund/Department Expenditures Revenues Net Impact 100 General Fund (01) City Council 1,701,728 - 1,701,728 (02) Boards & Commissions 2,088 - 2,088 (03) City Clerk 1,563,695 (35,790) 1,527,905 (04) City Attorney 3,765,904 (382,321) 3,383,583 (05) Administration 3,203,085 (55,835) 3,147,250 (06) Information Technology 4,740,896 (306,758) 4,434,138 (07) Human Resources 4,013,154 (629,482) 3,383,672 (08) Finance 5,092,060 (1,594,512) 3,497,548 (09) Non-Departmental 98,834,337 (235,128,631) (136,294,294) (10) Animal Care Facility 3,635,648 (1,373,542) 2,262,106 (11) Economic Development 1,314,031 (767,180) 546,851 (12) Development Services 3,301,261 (2,213,932) 1,087,329 (13) Engineering/Capital Projects 11,957,415 (9,066,458) 2,890,957 (14) Police 59,493,108 (6,086,205) 53,406,903 (15) Fire 37,157,983 (3,545,235) 33,612,748 (16) Public Works 24,267,968 (8,017,051) 16,250,917 (17) Parks and Recreation 5,924,885 (4,091,524) 1,833,361 (18) Library 4,154,774 (829,564) 3,325,210 100 General Fund Total 274,124,020 (274,124,020) - Measure A expenditure allocations of approximately $26.4 million for Fire and Police Departments are not included in the above figures. Page 594 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GENERAL FUND LONG- TERM FINANCIAL PLAN Page 595 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 596 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → GENERAL FUND LONG-TERM FINANCIAL PLAN 67 General Fund Long-Term Financial Plan The City of Chula Vista General Fund Long-Term Financial Plan (LTFP) serves as a long-range fiscal planning tool to identify financial trends, projected budgetary surpluses or shortfalls, and encourage discussion to proactively address the City’s long-range needs. The LTFP also served as a guideline for the development of the Fiscal Year 2025 General Fund budget� The goal of the LTFP is to assess the City’s ability over the ten-year term of the plan to: ■Maintain current or expand service levels; ■Preserve the City’s long-term fiscal health; and ■Strategically increase the City’s reserve funds to meet the City’s reserve policies thresholds. The LTFP focuses on baseline revenues and expenditures that are essential for the City to achieve the City’s strategic goals over the next ten years. These goals include: ■Providing the highest level of municipal services based upon available resources; ■Maintaining safe and appealing neighborhoods; ■Providing funding for City infrastructure; and ■Continuing to expand the City’s economic development and financial base. The LTFP is presented to the City Council at the beginning of the budget development process, typically each November. It is important to stress that the LTFP is not a budget. It does not make expenditure decisions, but rather highlights the need to prioritize the allocation of City resources, to ensure the continuation of core City services. The purpose of the plan is to provide the City Council, key stakeholders, and the public an overview of the City’s fiscal health based on various financial and service level assumptions over the next ten years; and allow for the discussion of necessary steps to be initiated during the development and implementation of future budgets. The LTFP is intended to look beyond the annual budget cycle and serve as a planning tool to bring a long-term perspective to the budget process. It should be noted that the LTFP is a snapshot in time and will change as additional information is made available and incorporated into the fiscal projections. Revenue and Expenditure Projections The LTFP considers the annual growth of all currently known elements of City revenues and expenditures. Projecting revenues including property taxes, sales taxes, franchise fees, departmental revenues, and other revenues is an essential part of the planning process. Forecasting expenditures, including rising salary, pension and healthcare costs, contractual obligations, cost of goods and services, and factoring the impact of inflation on operational expenditures is another critical element of the process. As a result, the LTFP utilizes growth rates that vary by revenue and expenditure category. The plan also considers other assumptions such as the impact of future development, debt obligations, and other commitments as part of the revenue and expenditure projections. The current General Fund Long-Term Financial Plan is available at the following link: https://www.chulavistaca.gov/departments/finance/financial-reports Page 597 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 598 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DEPARTMENT SUMMARY REPORTS Page 599 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 600 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 General Fund → DEPARTMENT SUMMARY REPORTS 71 General Fund Department Summary The General Fund budget funds the day-to-day operations of most City services. For fiscal year 2025, the Proposed General Fund operating budget totals $274.1 million. The General Fund budget supports the following departments: ■Mayor and City Council ■Boards and Commissions ■City Clerk ■City Attorney ■Administration ■Information Technology Services ■Human Resources ■Finance ■Non-Departmental ■Animal Care Facility ■Economic Development ■Development Services ■Engineering and Capital Projects ■Police ■Fire ■Public Works ■Parks and Recreation ■Library To follow is a series of summary reports that reflect the anticipated revenues and expenditures, staffing information and significant budget adjustments and service impacts for each of the General Fund departments. Page 601 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 602 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 73 DEPARTMENT SUMMARY REPORTS → City Council City Council INFORMATION WEBSITE www.chulavistaca.gov/departments/mayor-council PHONE 619-691-5044 Title 2, Chapter 2.03 of the Chula Vista Municipal Code, (Ord. 2619 Sec. 1, 1994) consistent with Section 501 of the City Charter, established the City’s Department of Mayor and Council. The Department is responsible for policy setting, constituent relations, inter-agency relations and intra-agency policy implementation. It is the professional support office of city government for the Mayor and City Council in the legislative branch and apart from the administrative functions of the City� The City Council is comprised of a full-time Mayor and four part-time Council members. They are the governing and legislative body of the City. All powers of the City reside in the Council (the Mayor is considered a member of the Council) unless expressly delegated, assigned or excluded by the City Charter or controlling state or federal law (Article II, Sec. 201 City Charter). The City Council sets policy for the City through its legislative, budget and expressly granted executive functions. The Mayor is elected at-large and Councilmembers are elected by district. Each holds office for a four-year term. The City Manager and City Clerk, the primary executive and document support officials, are appointed by and serve at the pleasure of the Council. The City Council reviews and approves the budget, enacts ordinances, authorizes public improvements, adopts traffic regulations, approves contracts, and sits as the Successor Agency to the Redevelopment Agency and Housing Authority. The City Council is also granted some expressly defined executive functions such as confirmation authority over all executive management and department head appointments. In addition, the Mayor has eight specific responsibilities defined in the City Charter; these are: 1. To report to the City Council annually and from time to time on the affairs of the City and to recommend for its consideration such matters as deemed expedient, and 2� To be the official head of the City for all political and ceremonial purposes and to be recognized by the courts for the purpose of serving civil process, for the signing of all legal instruments and documents, and by the Governor for emergency purposes, and 3� In the time of public danger or emergency, the Mayor, with the consent of the council, and for such period as the council may fix, to take command of the police, maintain order and enforce the law, and 4� To assume the primary, but not the exclusive responsibility, for interpreting to the people the policies, programs and needs of the City government and for informing the people of any major change in policy or program. The Mayor may represent the City in any and all matters involving other governmental agencies, provided that no act, promise, commitment or agreement entered into or committed by the Mayor shall be binding upon the City of Chula Vista unless duly authorized or ratified by the City Council, and 5� To represent the City in all regional public agencies which require an elected City official, unless otherwise determined by the City Council, and 6� To supervise the operation of the Mayor/Council office and personnel assigned thereto, 7� To perform such other duties consistent with the office as may be prescribed by this Charter or delegated to the Mayor or imposed on the Mayor by the City Council if not inconsistent with the provisions of this Charter, and Page 603 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 74 DEPARTMENT SUMMARY REPORTS → City Council 8� To exercise the full-time function as Mayor of the City during the usual business hours that the offices of the City are open, and such other hours and times as shall be necessary to discharge in full the duties imposed upon the Mayor. Under Section 304 (4) of the City Charter, The Mayor is assigned the primary responsibility for interpreting to the community the policies, programs, needs of the City government and communicating any change in these policies and programs. By Charter, the Mayor is designated as the City’s representative to serve on committees that review policies, programs, and practices at regional, state, national and international levels. This is accomplished through work on bodies such as SANDAG, the League of California Cities, and the U.S. Conference of Mayors. Responding to the Community The Mayor and Council members respond to requests from the public. They support resident input and participation in policy-setting and review of city operations. City Boards and Commissions, and active civic, interest and community groups offer valued and diverse feedback. The flow of information between residents and City Hall is welcomed and encouraged. In addition to phone calls, letters and email, the public can learn more about Council actions by visiting the City’s website at www.chulavistaca.gov� Regular City Council meetings can be viewed via livestream at www.chulavistaca.gov/departments/mayor-council/ council-meeting-agenda, 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. The Constituent Services Representative facilitates the Mayor’s role established by City Charter as having the primary responsibility for communicating with the community regarding City policies and programs. While each Council member can respond to community inquiries, the Mayor is vested with this responsibility. The Constituent Services Representative facilitates coordinating incoming concerns and efficiently handles timely responses. This process means that responsive City departments get one referral and not five, and constituents receive factual and consistent responses� Problems are addressed either directly or by referral to the responsible department� Responses to requests for assistance are made within as short a time frame as possible. Page 604 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 75 DEPARTMENT SUMMARY REPORTS → City Council MISSION STATEMENT The City Council is comprised of a full time Mayor and four part-time Councilmembers. The Mayor and City Council are elected at-large, and each holds office for a four-year term. The City Council reviews and approves the budget, enacts ordinances, authorizes public improvements, adopts traffic regulations, approves contracts, and sits as the Housing Authority and the Successor Agency to the Redevelopment Agency. SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■No significant budget adjustments. Page 605 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 76 DEPARTMENT SUMMARY REPORTS → City Council (01) CITY COUNCIL Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 839,941 861,231 910,059 1,050,346 140,287 Hourly Wages 25,063 35,836 114,103 119,566 5,463 Health Benefits 154,529 152,333 189,300 177,469 (11,831) Retirement Benefits 87,694 85,919 106,159 117,080 10,921 Other Personnel Expense 101,858 105,736 98,171 127,663 29,492 Personnel Expenses Subtotal 1,209,085 1,241,055 1,417,792 1,592,124 174,332 Supplies and Services 29,585 44,720 105,880 105,880 - Other Capital - - 3,190 3,190 - Utilities 688 687 534 534 - Non-Personnel Expenses Subtotal 30,273 45,407 109,604 109,604 - Total Expenditures $ 1,239,358 $ 1,286,463 $ 1,527,396 $ 1,701,728 $ 174,332 Other Revenues - (152) - - - Transfers In (20,000) (5,000) - - - Total Revenues $ (20,000) $ (5,152) $ - $ -$ - Net Program Expenditures $ 1,219,358 $ 1,281,310 $ 1,527,396 $ 1,701,728 $ 174,332 Revenue Recovery % 2% 0% N/A N/A N/A Authorized Full Time Positions 14.00 14.00 14.00 14.00 - Page 606 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 77 DEPARTMENT SUMMARY REPORTS → Boards And Commissions Boards and Commissions INFORMATION WEBSITE www.chulavistaca.gov/departments/city-clerk/ PHONE 619-691-5041 EMAIL cityclerk@chulavistaca.gov The process of establishing boards and commissions is one that began with the City Charter as a method to give citizens a greater voice in the determinations of policies at all levels of government. Four commissions were established by the Charter: ■Board of Library Trustees ■Civil Service Commission ■Parks & Recreation Commission ■Planning Commission All other City boards and commissions have been established through an ordinance or resolution since that time in order to meet specific needs of the City Council. ■Board of Appeals and Advisors ■Board of Ethics ■Charter Review Commission ■Citizens Oversight Committee – Measure A ■Citizens Oversight Committee – Measure P ■Cultural Arts Commission ■Health Wellness and Aging Commission ■Housing and Homelessness Advisory Commission ■Human Relations Commission ■Mobilehome Rent Review Commission ■Privacy Protection & Technology Advisory Commission ■Police Department Community Advisory Committee ■Redistricting Commission ■Sustainability Commission ■Traffic Safety Commission ■Veterans Advisory Commission If you are interested in serving on a City board or commission, please complete an application on the City’s website. Applications are accepted throughout the year from all interested residents at the following link: www.chulavistaca. gov/departments/city-clerk/boards-commissions Page 607 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 78 DEPARTMENT SUMMARY REPORTS → Boards And Commissions SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■No significant budget adjustments. (02) BOARD & COMMISSIONS Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 129,501 7,950 2,088 2,088 - Non-Personnel Expenses Subtotal 129,501 7,950 2,088 2,088 - Total Expenditures $ 129,501 $ 7,950 $ 2,088 $ 2,088 $ - Net Program Expenditures $ 129,501 $ 7,950 $ 2,088 $ 2,088 $ - Revenue Recovery %1 N/A N/A N/A N/A N/A Authorized Full Time Positions 1 - - - - - Page 608 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 79 DEPARTMENT SUMMARY REPORTS → City Clerk City Clerk INFORMATION WEBSITE www.chulavistaca.gov/cityclerk PHONE (619) 691-5041 EMAIL cityclerk@chulavistaca.gov The City Clerk is the Municipal Elections Official, Political Reform Act Filing Officer, and is responsible for legislative services, and records management. The Office of the City Clerk also manages public inquiries and Public Records Act requests, and provides support and information to the City Council, City Boards, Commissions, and Committees, City staff, and the public. The City Clerk manages City Council agendas and ensures they are published within legal timeframes and any other requirements provided by law. MISSION STATEMENT The City Clerk’s Office is committed to accurately recording and preserving the actions of the City Council; safeguarding all vital, historical, and permanent records of the City; providing the highest quality service to the City Council, City staff, and the public in a timely, courteous, and fiscally responsible manner; and administering open and free elections in accordance with statutory requirements. STRATEGIC GOALS Operational Excellence ■Manage City elections from pre-planning to certification of election results for the November 2024 elections for City Councilmembers for Districts 3 and 4. ↘STATUS: The City Clerk conducted the primary election in March 2024 to determine the candidates who would proceed to the November 2024 general election and preparation has begun for the November election. ■Develop Laserfiche file plans for all City Departments enabling the City to set the course for further automation of retention requirements, improve findability, increase departments’ ability to share information, and greater transparency� ↘STATUS: The City Clerk Department continues efforts to develop file plans for various city departments, expanding the work to include City Attorney, Finance and Human Resources departments. Staff is actively migrating records in preparation for launching the City Clerk repository citywide, which will enhance accessibility and efficiency when accessing City records. ■Modernize and update the City’s Records and Information Management (RIM) program for the effective management of citywide records. ↘STATUS: The City Clerk department is in the process of filling the vacant Records Manager position, which will focus on ensuring organized and efficient records management practices by developing the RIM program. Page 609 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 80 DEPARTMENT SUMMARY REPORTS → City Clerk ■Develop and implement a standardized program of support for City boards and commissions; consolidate administrative support for some City boards and commissions in the City Clerk’s office. ↘STATUS: One Deputy City Clerk position was added to the City Clerk Department authorized staffing and the position was filled in March 2024. Planning of a comprehensive, standardized administrative support program is in its initial phase� KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Number of state-mandated statements (campaign and conflict of interest) received and recorded 442 457 450 Number of state-mandated ethics certificates (AB1234) 173 165 175 Number of Public Records Act Requests 1,111 1,250 1,300 Public Records Act Requests responded to within ten days 100% 100% 100% Median number of days to fulfill Public Records Act Requests 20 10 10 Number of documents in Responsive Records released 25,207 15,000 19,000 Single redactions reviewed on responsive records 98,549 10,000 15,000 Number of City Council Meetings 37 38 38 Number of agenda items managed for the City Council meetings 434 450 450 Board & Commission applications processed 62 90 90 Resolutions processed 216 222 225 Ordinances processed 20 23 23 Contracts routed for electronic signature 269 300 350 Number of new boxes inventoried and sent to offsite storage 149 175 190 Number of boxes of obsolete records approved for destruction 469 1,500 400 Board & Commission meetings 104 75 100 Candidate Statements received and published 8 16 4 * data not previously tracked SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■Mid-Year increase of 1.0 FTE ■$1,984,466 decrease of election costs for City Attorney, Council District 3, and Council District 4. Page 610 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 81 DEPARTMENT SUMMARY REPORTS → City Clerk (03) CITY CLERK Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 627,446 690,299 923,747 994,553 70,806 Hourly Wages 24,459 - 20,000 20,958 958 Health Benefits 106,593 117,268 169,733 182,042 12,309 Retirement Benefits 63,686 68,088 102,872 101,566 (1,306) Other Personnel Expense 92,739 90,312 26,218 62,680 36,462 Personnel Expenses Subtotal 914,923 965,967 1,242,570 1,361,799 119,229 Supplies and Services 510,857 413,518 2,185,901 201,435 (1,984,466) Other Expenses - 13,456 - - - Utilities 451 328 461 461 - Non-Personnel Expenses Subtotal 511,308 427,302 2,186,362 201,896 (1,984,466) Total Expenditures $ 1,426,231 $ 1,393,269 $ 3,428,932 $ 1,563,695 $ (1,865,237) Charges for Services (1,225) (825) (1,530) (750) 780 Other Revenues (31,500) (225,910) (12,000) (5,200) 6,800 Transfers In (21,000) (8,000) - (29,840) (29,840) Total Revenues $ (53,725) $ (234,735) $ (13,530) $ (35,790)$ (22,260) Net Program Expenditures $ 1,372,506 $ 1,158,533 $ 3,415,402 $ 1,527,905 $ (1,887,497) Revenue Recovery % 4% 17% 0% 2% 2% Authorized Full Time Positions 7.00 7.00 9.00 10.00 1.00 Page 611 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 82 DEPARTMENT SUMMARY REPORTS → City Clerk City Clerk (10.00) ElectionsOperations Total GF FTE 10.00 Total Non GF FTE 0.00 Total Dept FTE 10.00 ORGANIZATIONAL CHART Page 612 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 83 DEPARTMENT SUMMARY REPORTS → City Attorney City Attorney INFORMATION WEBSITE www.chulavistaca.gov/departments/city-attorney PHONE (619) 691-5037 EMAIL CityAttorney@chulavistaca.gov The City of Chula Vista City Attorney’s Office serves as legal counsel to the City Council, all City Boards and Commissions, the City Manager, the City Clerk, and all City Departments. The Office’s primary responsibility is to provide clients with the legal services they need to conduct City operations, develop and implement City policy, and deliver City services in a lawful and efficient manner. Staffing The City Attorney’s Office has ten full-time attorney positions, three administrative assistant positions, one paralegal, one risk manager, and one office manager. The Department currently has four attorney positions, one administrative assistant position, and one City Attorney Investigator position unfilled. The City Attorney’s office is currently engaging outside counsel to assist with litigation and/or specialty law issues. Volunteer legal interns also provide valuable support� In 2019, the City Council approved the creation of a Neighborhood Protection Unit (“NPU”), to include a prosecutor, a paralegal, and an investigator. Elected City Attorney In accordance with a June 2008 voter-approved City Charter amendment, the City Attorney position was changed from a City Council-appointed position to an elected position. Notwithstanding this change, the City Attorney’s primary function remains the same: to act as the City’s general counsel on all legal matters. The current City Attorney seat is filled by Marco Verdugo, who was sworn in on April 9, 2024. Practice Areas The City Attorney’s Office delivers legal services in the following primary practice areas: Contracts The City enters into numerous contracts annually including those involving public works, consulting services, grants and public/private partnerships. The City Attorney’s Office provides legal services at all stages of contract development, implementation, and enforcement, including negotiation, drafting, administration and dispute resolution. The City Attorney develops and maintains standardized City contracts, and actively participates in negotiations and structuring of complex transactions such as the finance and implementation of major capital projects, design/build agreements and energy, telecommunications and solid waste disposal franchises. Land Use The City Attorney’s Office provides legal counsel to the City Council, Development Services Department and Planning Commission on a wide range of land use issues including general and specific plans, zoning, subdivisions, growth management, special and conditional use permits, environmental impacts, including California Environmental Quality Act (CEQA) review, hazardous materials, affordable housing, preservation of historic properties, and impact fees, exactions and assessment districts for open space, parks, and other public facilities. Page 613 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 84 DEPARTMENT SUMMARY REPORTS → City Attorney Economic Development and Real Estate The City Attorney advises the City Council, City Manager, Successor Agency and various City departments in connection with a wide range of economic development and real estate issues. Typical matters include property acquisition and disposition, leasing, licensing, easements, development agreements, affordable housing transactions, and the winding down of redevelopment activities. Employment/Labor With over 1,000 full-time City employees, and five established bargaining units, the personnel and labor issues facing the City are complex and diverse. In collaboration with the City’s Human Resources Department, the City Attorney’s office is responsible for advising on labor negotiations, employee policy development, federal and state labor, employment, and anti-discrimination laws, disciplinary matters, and dispute resolution, (including civil service and arbitration proceedings, and representing the City before various state/federal entities, including EEOC, DFEH, and PERB). General Municipal Law The City Attorney’s Office provides legal advice in diverse areas of local government law such as municipal finance, budgeting, and taxation. The City Attorney’s Office assists with the enactment of local laws by preparing City Council resolutions and ordinances, advises on conflicts of interest, open meeting laws, public records requirements, inter/ intra-governmental relations and advises the City’s many Boards and Commissions. The City Attorney’s Office is frequently called upon to interpret and apply the rules contained in the City Charter and Municipal Code. Litigation and Risk Management The City Attorney’s Office is responsible for defending the City against civil lawsuits alleging personal injury, land use, property damage, construction defect, wrongful death, and civil rights violations. The City Attorney’s Office also includes key risk/claims management staff, who evaluate pre-litigation claims against the City, and work with all City Departments to develop and improve policies and procedures that mitigate risk. They also take steps to protect the City’s interests and recover costs to cover damage incurred in certain matters including, but not limited to, breach of contract and construction defect matters. Cases and claims range from minor matters to multi-million- dollar lawsuits. The City Attorney’s Office also initiates litigation when it is necessary to protect the interests of the City and/or its constituents. Lawsuits initiated by the City can include breach of contract, construction defect, and pollution matters� Code Enforcement The City Attorney’s Office assists with the enforcement of City Code provisions related to building standards, zoning requirements, neighborhood preservation, land use, and other conditions or conduct affecting public health, safety or welfare. Violations are addressed by employing the various legal enforcement tools available to the City: administrative actions, civil actions and, in extreme cases, criminal prosecution. The City Attorney’s Office provides further assistance by obtaining legal orders for the abatement, and/or demolition of substandard properties. Criminal Prosecution The Neighborhood Protection Unit (NPU) is responsible for evaluating and prosecuting misdemeanor violations of the City’s Municipal Code. The topics covered vary according to the needs of the City. The City Prosecutor continues to work with City departments to support prosecutorial efforts to increase public safety in the City. The City Prosecutor also acts as a liaison with the District Attorney’s Office to support joint efforts to combat issues facing the community, as appropriate� The NPU also works closely with the Police Department to obtain Gun Violence Restraining Orders (GVROs). GVROs are civil proceedings, filed by law enforcement agencies. The orders prevent individuals from obtaining or possessing firearms and/or ammunition. These individuals face many different circumstances which may present a risk of gun violence, such as a mental health emergency, a threat of suicide, or a threat of harm to another. The City Attorney’s Office files these GVROs in court and appears at the hearings on behalf of the Police Department. Since 2021 when Page 614 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 85 DEPARTMENT SUMMARY REPORTS → City Attorney the program was first put in place, CVPD and the City Attorney’s Office have worked together to file approximately 50 GVROs. The City Attorney’s Office also coordinates training for officers and works in conjunction with other agencies to use this tool as efficiently and effectively as possible. Public Requests for Legal Assistance The City Attorney’s Office frequently receives requests for assistance from the public. The City Attorney’s client is the City itself, not any one City resident. As a result, the City Attorney’s Office cannot provide direct legal advice to anyone other than the City Council, the City’s Boards and Commissions, the City Manager, and the other City employees acting on behalf of the City. However, the City Attorney staff use their best efforts to assist the public by directing them to other legal resources, as appropriate. MISSION STATEMENT The mission of the City Attorney’s Office is to provide high quality legal services to the City in order for the City to operate in a lawful and effective manner, safeguard taxpayer resources, and to improve quality of life for City residents� STRATEGIC GOALS Operational Excellence ■Improve Digital Document Processes and Retention Practices ●Implement procedures and practices for digital document storage, organization and retention in accordance with the City’s retention schedule. ↘STATUS: The City Attorney’s Office is working in conjunction with the City Clerk’s Department and outside consultants to reorganize the City Attorney’s digital document repository. The reorganization is based on the City’s retention schedule. The updated framework for digital document retention will serve to ease the transfer of information, promote the environment and boost security. This reorganized digital document repository will streamline and improve the efficiency of the City Attorney’s Office by allowing staff to store digitized documents which are grouped together so that business rules for retention, security and privacy can easily and logically be applied. ■Improve Risk Management Practices ●Improve case management protocols and collaboration with other departments to implement risk mitigation measures. ↘STATUS: This is an ongoing process to assure that litigation and claim outcomes and trends are translated into improved risk mitigation practices in the field. ■Enhance Office Efficiency and Accountability ●Design standard work and protocols for various City Attorney Office processes to improve efficiency. ↘STATUS: The City Attorney’s Office continues to refine and develop new standard work and protocols including expanded standardization of agreements and resolutions, and uses of DocuSign to improve efficiency. In collaboration with other City Departments, the City Attorney’s Office has implemented DocuSign, which has streamlined and improved the efficiency of obtaining signatures for agreements and contracts. Page 615 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 86 DEPARTMENT SUMMARY REPORTS → City Attorney Connected Community ■Improve the Flow of Information to the Public ●Continue to provide legal information related to issues affecting the City at public forums and meetings. ↘STATUS: The City Attorney’s Office continues to identify topical issues of interest to the public and provides legal information on such issues at City Council meetings, Board and Commission meetings, and community forums� Strong and Secure Neighborhoods ■Develop programs that assist in the creation and maintenance of safe neighborhoods ●Continue to develop and publish Law Summaries on a variety of topics of general interest to the public, including landlord-tenant issues, mobile home rent control, and smoking/vaping/hookah lounges. ●Work closely with the Police Department to address chronic issues or problem areas, such as repeat noise complaints, unpermitted businesses or nuisance properties. ●Work closely with the Code Enforcement Department to ensure compliance with municipal code provisions that enhance the quality of life in neighborhoods. ●Assist the Development Services Department in regulating the impact of short-term home rentals in residential neighborhoods. ●Work with the Housing Department to increase housing security for City residents, including rental protections for residential tenants. ●Assist multiple City Departments with the ongoing regulation of cannabis businesses. ●Work closely with multiple City Departments to address the ongoing impacts of the unsheltered crisis. ↘STATUS: The City Attorney’s Office worked in conjunction with the Development Services Department to draft and adopt a short-term rental permit process, to establish forms and procedures for permit application processing, and to draft notices and procedures for enforcement of violations. The City Attorney’s Office is also working to train CVPD officers on how to investigate and enforce violations of the short-term rental ordinance. ↘STATUS: The City Attorney’s Office worked with the Housing Department to facilitate the use and disbursement of grant monies to increase access to affordable housing, to adopt and enforce rental protections for residential tenants, and to identify legally appropriate approaches to the unhoused crisis. ↘STATUS: Working jointly with the City Manager’s Office, Finance Department, Development Services, the Police Department, and the Fire Department, the City Attorney’s Office assisted City Staff in providing ongoing regulatory oversight of cannabis businesses. Page 616 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 87 DEPARTMENT SUMMARY REPORTS → City Attorney KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Acknowledge Constituent Requests for Information within One Business Day from Receipt of Request 98% 98% 100% Respond to Constituent Requests for Information within Three Business Days from Receipt of Request 100% 100% 100% Assess and Review Various Analysis Models for More Efficient Risk Management of Pooled Insurance, Self-Insurance and Reserve Fund Balance Protocols 99% 99% 100% SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■$1,047,776 decrease in Supplies & Services for attorney services. ■$1,639,429 increase in Personnel to fund authorized positions. Page 617 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 88 DEPARTMENT SUMMARY REPORTS → City Attorney (04) CITY ATTORNEY Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,840,196 1,693,408 1,207,666 2,665,188 1,457,522 Hourly Wages 50,548 52,615 1,923 2,015 92 Overtime 474 - 500 500 - Health Benefits 201,793 177,868 237,541 303,089 65,548 Retirement Benefits 184,028 165,237 253,610 296,892 43,282 Other Personnel Expense 216,678 183,092 51,827 124,812 72,985 Personnel Expenses Subtotal 2,493,716 2,272,220 1,753,067 3,392,496 1,639,429 Supplies and Services 207,960 513,797 1,415,150 367,374 (1,047,776) Other Capital - - 4,948 4,948 - Utilities 858 766 1,086 1,086 - Non-Personnel Expenses Subtotal 208,818 514,563 1,421,184 373,408 (1,047,776) Total Expenditures $ 2,702,535 $ 2,786,783 $ 3,174,251 $ 3,765,904 $ 591,653 Licenses and Permits (60,881) (28,160) (24,640) (22,176) 2,464 Charges for Services (323,430) (247,025) (371,726) (347,381) 24,345 Other Revenues (33,198) (266,499) (29,008) (12,764) 16,244 Transfers In (42,813) (22,806) - - - Total Revenues $ (460,322) $ (564,490) $ (425,374) $ (382,321)$ 43,053 Net Program Expenditures $ 2,242,212 $ 2,222,293 $ 2,748,877 $ 3,383,583 $ 634,706 Revenue Recovery % 17% 20% 13% 10% (3%) Authorized Full Time Positions 17.00 17.00 17.00 17.00 - Page 618 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 89 DEPARTMENT SUMMARY REPORTS → City Attorney City Attorney (17.00) Neighborhood Protection LitigationAdvisory Total GF FTE 17.00 Total Non GF FTE 0.00 Total Dept FTE 17.00 ORGANIZATIONAL CHART Page 619 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 620 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 91 DEPARTMENT SUMMARY REPORTS → Administration Administration INFORMATION WEBSITE www.chulavistaca.gov/departments/city-manager PHONE (619) 691-5031 EMAIL citymanager@chulavistca.gov The City of Chula Vista is governed under the council-manager form of government. This local government structure combines the political leadership of elected officials with the strong managerial and administrative expertise of an appointed City manager. Under the council-manager form of government, the City Council are the policy makers, and the City Manager is responsible for the implementation of those policies. In Chula Vista, the City Manager is responsible for the daily operation and administration of all City departments and professional staff except for the elected and appointed offices of the City Attorney and City Clerk, respectively. The City currently has 1,301.75 full-time equivalent employees in the 14 City Manager-directed departments: Administration, Animal Services, Development Services, Economic Development, Engineering, Finance, Fire, Housing and Homeless Services, Human Resources, Information Technology, Library, Parks and Recreation, Police and Public Works. The Administration Department is comprised of the City Manager’s Office and the Office of Communications. City Manager’s Office The City Manager serves as the City’s Chief Executive Officer daily and as the Director of Emergency Services during emergencies such as the COVID-19 pandemic. To execute the position, the City Manager plans and directs the implementation of City programs in accordance with City Council direction and policies, the City Charter and the Municipal Code to provide efficient, effective and equitable municipal services for the Chula Vista community. In addition to overseeing daily operations, the City Manager utilizes strategy and visionary leadership to champion special projects and initiatives to guide the long-term development of the City such as the Chula Vista Bayfront, the University and Innovation District, the Smart City Strategic Action Plan, and a renewed commitment to equity and inclusion City-wide. The City Manager ensures the preparation and monitoring of a fiscally sound operating budget to fund the highest level of municipal services possible. Within the City Manager’s Office, one Assistant City Manager and three Deputy City Managers provide support through direct supervision over 10 of the 14 manager-directed departments. The Assistant and Deputy City Managers, Communications, Chief of Police and Fire Chief report directly to the City Manager. About the City Manager: Maria V. Kachadoorian Maria V. Kachadoorian was appointed City Manager in June 2020 after serving as Assistant City Manager. She is the first woman and first Latina to serve as City Manager. She began her career at the County of San Diego and has worked at the City of Chula Vista since 1998 where she started in the Finance Department, advanced to Finance Director, before becoming Deputy City Manager, Assistant City Manager, then City Manager. Her strong finance background helped lead the City through the Great Recession and has been instrumental in implementing innovative strategies to mitigate the financial, economic and community impacts to the City and residents from the COVID-19 pandemic. In the midst of the pandemic’s uncertainty, Kachadoorian led the team that ultimately inked the deal and broke ground on the $1.2 billion Gaylord Pacific Resort and Convention Center project on Chula Vista’s Bayfront� Kachadoorian was born in Tijuana and immigrated to the United States as an infant. She is a long-time resident of South County and lives in Chula Vista. She earned a Bachelor of Science Degree with an emphasis in Accounting and a Master’s Degree in Public Administration from San Diego State University. She is also a Certified Public Accountant and a proud Chula Vista Rotarian. Page 621 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 92 DEPARTMENT SUMMARY REPORTS → Administration Office of Communications The Administration Department also includes the Office of Communications, which leads the City’s efforts to promote and engage with our diverse communities. These efforts are achieved through robust public information, media relations, community engagement, multilingual access, emergency communications, marketing, branding, and special events-related activities. The Office’s work serves to strengthen community and civic pride, improve economic development, and increase awareness and understanding of the City with residents and visitors alike. The Communications team leads major communications initiatives; develops and implements public education, marketing and advertising campaigns; produces, manages and permits special events; promotes the City as a destination for filming; creates and provides original content via web, social media, newsletters, press releases, and other channels; and provides media, emergency communications and public information services. Communications also advises and supports departments Citywide, to conduct proactive community engagement, outreach, and participation activities. MISSION STATEMENT The mission of the Administration Department is to provide the leadership necessary for the implementation of City Council policies, administration of the organization and delivery of services to our community. STRATEGIC GOALS Connected Community ■Implement City of Chula Vista Marketing and Communications Program ●Implement a robust marketing and communications program that strengthens community and civic pride, improves economic development, and increases awareness and understanding of the City with residents and visitors alike. Status: ►Strengthening the connections between the City and our diverse communities through the provision of timely and accurate information using the most up-to-date platforms and methods� ►Shifting the City’s communications approach to one that is strategic and proactive, to ensure that the City’s story is being told� ■Foster an environment of community engagement. ●Supporting and engaging with our diverse communities by understanding the unique needs of our residents, visitors and businesses, and then crafting inclusive and effective engagement strategies. ●Permitting and producing City-sponsored events that will build civic and community pride, increase accessibility, and enhance economic development. Status: ►Building and rolling out an innovative new online engagement platform that will provide new tools to connect and gather� ►Using data and research to guide priorities that will best meet the needs of our communities and improve overall quality of life. Operational Excellence ■Uphold a commitment to Fiscal Health. ●Continue to support fiscally sound policies that preserve and enhance services for the community. Page 622 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 93 DEPARTMENT SUMMARY REPORTS → Administration Status: ►Presented a balanced budget� ►Strategically managed the allocation of federal aid including the American Rescue Plan Act. ►Measure P sales tax (2016), Measure A sales tax (2018) and Measure Q cannabis business tax (2020) oversight and monitoring to bolster City revenue and strengthen services, safety and infrastructure. ■Excel in service delivery by continuously improving. ●Implement structural changes as needed throughout the organization for continuous improvement. Status: ►Reviewing Citywide organizational structure and functions to streamline processes and enhance operations. Economic Vitality ■Provide policies, planning, infrastructure, and services that are fundamental to an economically strong, vibrant city� ●Plan and implement the University-Innovation District. Status: ►Collaborating with State legislators and university partners to seed the first phase of the University- Innovation District. ►Developing a feasibility study on the first phase of development on the City-owned University-Innovation District. KEY PERFORMANCE MEASURES City Manager’s Office FY 2023 Actual FY 2024 Estimated FY 2025 Projected Provide an annual report to the City Council, community and City staff at the end of each fiscal year 100% complete 100% complete 100% complete Implement a cross-departmental spending plan with reporting metrics and an emphasis on equity for American Rescue Plan Act Funds from May 2021-December 2024 78.5% implementation 100% complete 100% complete Increase intergovernmental collaboration and legislative advocacy to further adopted platform and support as-needed special projects, including a new federal legislative advocacy contract 100% complete 100% complete 100% complete Continue City Manager’s Message in the monthly Community Connection newsletter to improve and increase outreach and relationship building within the community; write minimum of 10 messages in FY25 100% complete 100% complete 100% complete Propose a Citywide technology oversight and privacy policy and establish a privacy advisory commission 100% complete 100% complete 100% complete Engage a consultant to assist in the development and adoption of a Diversity, Equity, and Inclusion Plan 77.5% complete 90% complete 100% complete Update the City’s Strategic Plan N/A 25-50% complete 100% complete University Now Initiative (Academic Program Planning with Southwestern College) N/A 80% complete 100% complete First Phase of University Development Planning Effort N/A N/A 100% complete Page 623 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 94 DEPARTMENT SUMMARY REPORTS → Administration Office of Communications FY 2023 Actual FY 2024 Estimated FY 2025 Projected Increase in followers on City social media sites N/A N/A 5% growth Number of City-sponsored special events produced and special events permitted N/A N/A 16 Percentage of social media posts translated into Spanish N/A N/A 100% Number of community engagement campaigns Communications conducted N/A N/A 3 Engage consultant to conduct Citywide strategic communications assessment, with recommendations for improvements to modernize practices N/A N/A 100% complete SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures Increased Personnel Services expenditures of $611,393 due to the addition of 1.0 FTE Deputy City Manager/Public Works Director and 1.0 Community Engagement Specialist in FY 2025. This increase also includes projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). Page 624 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 95 DEPARTMENT SUMMARY REPORTS → Administration (05) ADMINISTRATION Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,606,271 1,567,121 1,734,180 2,245,552 511,372 Health Benefits 158,649 151,403 184,852 205,179 20,327 Retirement Benefits 149,372 137,342 175,443 206,713 31,270 Other Personnel Expense 306,607 231,011 230,803 279,227 48,424 Personnel Expenses Subtotal 2,220,898 2,086,876 2,325,278 2,936,671 611,393 Supplies and Services 124,696 257,005 265,739 265,739 - Other Expenses - 38,071 - - - Utilities 619 559 675 675 - Non-Personnel Expenses Subtotal 125,315 295,636 266,414 266,414 - Total Expenditures $ 2,346,214 $ 2,382,512 $ 2,591,692 $ 3,203,085 $ 611,393 Licenses and Permits (11,188) - - - - Charges for Services (42,904) (50,883) (55,100) (55,100) - Other Revenues (20,020) (59,720) - (735) (735) Transfers In (25,000) (17,000) - - - Total Revenues $ (99,111) $ (127,603) $ (55,100) $ (55,835)$ (735) Net Program Expenditures $ 2,247,103 $ 2,254,909 $ 2,536,592 $ 3,147,250 $ 610,658 Authorized Full Time Positions 9.00 10.00 11.00 13.00 2.00 Page 625 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 96 DEPARTMENT SUMMARY REPORTS → Administration Administration (13.00) City Manager’s Office Communications Total GF FTE 13.00 Total Non GF FTE 0.00 Total Dept FTE 13.00 ORGANIZATIONAL CHART Page 626 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 97 DEPARTMENT SUMMARY REPORTS → Information Technology Services Information Technology Services INFORMATION WEBSITE www.chulavistaca.gov/departments/information-technology-service EMAIL ITSINFO@chulavistaca.gov The Information and Technology Services (ITS) Department provides Citywide technology services, solutions, and support to all departments within the City. ITS develops, implements, operates, and maintains computer hardware and software systems, mobile communications systems, and enterprise application systems to improve the operational availability and efficiencies of all departments in support of the citizens of the City. ITS also partners with regional municipalities and other governmental agencies including the Living Coast Discovery Center and Elite Athlete Training Center to provide IT support and advice. Information and Technology Services is comprised of the following divisions: ■Network Operations ■Geographic Information Systems (GIS) ■Application Support and Programming The Network Operations (NetOps) Division provides technical planning and implementation, guidance, training, and assistance to employees who work on more than 1,000 microcomputers, dozens of standard office productivity and specialized applications. The Network staff also maintains the City’s Local Area Networks (LANs) and Wireless (WLANs) networks for both City guests and staff at City Hall and remote facilities. Additionally, NetOps also provides planning and support services for an increasingly wide range of non-desktop computer technologies, including mobile devices such as smartphones or tablet computers, digital displays, wireless devices for public safety, and videoconferencing equipment. The Geographic Information System (GIS) Division provides mapping, data modeling and analysis, and development of custom applications used by staff daily. The Division also provides GIS services to the public through data access and web-enabled mapping applications. With over 300 unique data layers, GIS staff manages one of the most extensive, fully integrated GIS databases in San Diego County. As a multi - departmental resource, the City’s GIS division has developed into a critical decision-making tool used by City staff and the public daily. The Applications Support and Programming Division administers and supports enterprise-level software used by staff, including the City’s accounting, financial planning, human resources, land development, building permitting, and utility billing systems. The Division assists end users in application functionalities, configuration, report writing, data exchange, security, and the implementation of modifications to meet end-user needs and specialized requirements. Programming staff improve business efficiencies by developing custom desktop and web applications used daily by City staff and their customers. The City’s webmaster designs and administers the City’s website and content management system. The website is the City’s first point of contact and is vital in linking the City with the public. It allows residents and visitors alike to conduct business and find accurate, up-to-date information 24 hours a day. The City’s continued expansion of online services results not only in improved customer service, but also furthers the City’s green paperless initiative to reduce the negative environmental impacts associated with printed materials. MISSION STATEMENT The mission of the Information Technology Services Department is to build a quality and comprehensive technology infrastructure, establish and maintain an effective operational environment, and deliver quality, prompt, cost effective, and reliable technology services to the City of Chula Vista. Page 627 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 98 DEPARTMENT SUMMARY REPORTS → Information Technology Services STRATEGIC GOALS Network Operation Services ■Evaluate and implement emerging technologies to solve problems, enhance processes and services, and assist with defining direction for the City. ■Provide and maintain secure and reliable information technologies to meet the City’s changing needs by developing long term Information Technology and Cyber Strategic Road Map. ■Provide professional development and training in the use of technology to increase the productivity, efficiency, and communication expertise of City staff. ↘STATUS: Staff is currently engaged in several projects which will enhance the City’s technology infrastructure: ►In FY2023, staff replaced 300 desktop PCs to continue with the PC Modernizations efforts City-wide. An additional 250 desktop PCs and Laptops will be deployed in FY2024. ►In FY2023, the ITS Department continued working on implementing Office 365 City-wide and nearly finished eliminating our fleet of Windows Server 2003 systems. Additionally, staff has continued deploying Windows 10 updates to all City desktop computers. ►In FY2023, staff began working on replacing the City’s vintage analog telephone system. The new collaboration-centered phone system will provide significant improvements in employees ability to communicate effectively through a variety of collaborative methods including video conferencing, voicemail to email, emergency notifications by location, “talk and go” in which you can transfer a call from a work phone to cell phone mid call with no interruption, and other technological advances. ►In FY2023, a centralized and scalable City-wide CCTV security camera plan was designed and implemented to enhance public safety for citizens and employees. Currently City Hall and Loma Verde Recreation have been completed with the Animal Care Facility, Public Works, libraries, and fire stations to follow. ►In FY2023, enhancements to the Police Department included the finishing of the Real Time Operations Center through the completion of Motorola’s Command Central Aware software\hardware integration. This technology resource allows various law enforcement data sources to be viewed and manipulated on one platform. This includes, but is not limited to, Computer Aided Dispatch (CAD) information, automated license plate reader data to track stolen vehicles, drone tracking for the Drone as First Responder program, and access to City-wide CCTV security cameras. ►In FY2023, the LED marquee in front of the Police Department building was replaced to provide consistent performance of displaying public information and education on current public safety information and City events. ►In FY2023, a centralized content management system was implemented to digitally display public and internal information and communications at the Police Department using Samsung MagicInfo technology and regular LED monitoring screens. This centrally managed technology solution is enterprise scalable and can be deployed throughout the City for future projects requiring information to be displayed at any City asset location� ►In FY2023, innovation testing of public safety traffic preemption technology began. In collaboration with two third-party vendors, public safety, and the traffic management center, we are helping test and validate technology that preempts traffic signals over an Internet and internal network connection based on high priority calls for service from the Computer Aided Dispatch system without the need for installation of additional equipment in emergency vehicles. ►In FY2023, a mobile data and cellular usage study was conducted to evaluate LTE\Broadband connectivity throughout the City to identify gaps in service coverage. Connection data from over 100 police department and fire department devices was collected over a period of 5 months, 24 hours a day, 7 days a week, to evaluate the value of the City’s current LTE\data\cellular service provider. There was also a comparative analysis done between the City’s current provider and another provider under a free service trial. This data Page 628 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 99 DEPARTMENT SUMMARY REPORTS → Information Technology Services helped determine the need and possibility to change service providers to maximize return of investments (ROI). ►Additional support staff hired at the end of FY2023 will allow the department to implement a number of complex, high-priority projects involving the City’s existing enterprise software, thereby increasing business efficiencies and reducing Cyber Security and Privacy Protection ■Develop and implement a Cybersecurity and Disaster Recovery Plan. ■Establish and support a Privacy Commission. ■Establish IT Governance Board and lead the IT Governance process for the City. ↘STATUS: Staff is currently engaged in several projects which will enhance the City’s technology infrastructure: ►Network discovery and baseline study in progress and expected to be completed early FY2024. ►The City is in process of establishing the Privacy Commission, which will provide advice intended to ensure transparency, accountability, and public deliberation in the City’s acquisition and use of the sensitive and surveillance technology. ►IT Governance Board will soon be established to ensure business needs and options are evaluated and prioritized based on organizational strategic objectives, with an intent to monitor compliance and performance against agreed-upon direction� KEY PERFORMANCE MEASURES The Information Technology Services Department has had massive upgrades to all systems throughout the City; staff is re-evaluating the key performance metrics for the Department. Several of the old metrics are no longer viable due to lack of reliable data. The Department will be undergoing a comprehensive Strategic Plan effort in Fiscal Year 2024 which will include new key performance metrics based upon the current IT infrastructure and staffing for the City. SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■No significant budget adjustments Page 629 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 100 DEPARTMENT SUMMARY REPORTS → Information Technology Services (06) INFORMATION TECHNOLOGY Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,711,744 1,860,936 2,280,684 2,392,307 111,623 Hourly Wages - 14,405 - - - Overtime 1,694 711 - - - Health Benefits 205,423 226,860 313,866 318,032 4,166 Retirement Benefits 157,272 178,497 252,584 253,847 1,263 Other Personnel Expense 248,850 169,446 67,616 146,089 78,473 Personnel Expenses Subtotal 2,324,984 2,450,855 2,914,750 3,110,275 195,525 Supplies and Services 1,199,532 1,856,863 1,538,461 1,538,461 - Other Capital 76,099 - 87,890 87,890 - Utilities 3,448 1,462 4,270 4,270 - Internal Service Charges 29 72 - - - Non-Personnel Expenses Subtotal 1,279,108 1,858,397 1,630,621 1,630,621 - Total Expenditures $ 3,604,091 $ 4,309,252 $ 4,545,371 $ 4,740,896 $ 195,525 Licenses and Permits (677) - - - - Revenue from Other Agencies (8,045) - - - - Charges for Services (148,684) (236,427) (230,753) (220,358) 10,395 Transfers In (57,000) (117,114) (163,900) (86,400) 77,500 Total Revenues $ (214,406) $ (353,541) $ (394,653) $ (306,758)$ 87,895 Net Program Expenditures $ 3,389,685 $ 3,955,711 $ 4,150,718 $ 4,434,138 $ 283,420 Revenue Recovery % 6% 8% 9% 6% (3%) Authorized Full Time Positions 17.00 18.00 21.00 21.00 - Page 630 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 101 DEPARTMENT SUMMARY REPORTS → Information Technology Services Info Tech Svcs (21.00) Application Support and ProgrammingNetwork Operations Geographic Information Systems (GIS) Total GF FTE 21.00 Total Non GF FTE 0.00 Total Dept FTE 21.00 ORGANIZATIONAL CHART Page 631 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 632 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 103 DEPARTMENT SUMMARY REPORTS → Human Resources Department Human Resources Department INFORMATION WEBSITE www.chulavistaca.gov/departments/human-resources PHONE (619) 691-5096 EMAIL humanresources@chulavistaca.gov The Human Resources Department is committed to providing superior services to employees, departments and the public to ensure an informed, quality workforce and community, while treating everyone with fairness, dignity, equality and respect. The Human Resources Department (HR) develops and manages five major divisions including Administration, Operations, Risk Management, Benefits, and Training and Development. HR Administration provides the day-to-day oversight of 22.0 HR staff, serving approximately 1,301.75 full-time and part-time benefited employees and up to 400 temporary employees. HR Administration advises departments on the interpretation and application of City policies and procedures that pertain to Human Resources, as well as the Civil Service Rules. Additionally, this division is responsible for training and guiding departments and individuals through the teambuilding, performance management, investigation and the discipline process as well as providing staff assistance to the Civil Service Commission. The Department oversees the Employee Engagement and Wellness Committee to increase engagement levels throughout the City. HR Administration negotiates the City’s six labor contracts, coordinates Citywide labor management cooperation, interprets and maintains compliance with each bargaining unit’s memorandum of understanding. HR Administration provides City employees with organizational and personal professional development resources. One of the goals of the Human Resources Department is to attract the best and brightest to the City of Chula Vista to create and maintain an environment in which employees can flourish. The HR Operations Division is responsible for recruitment, selection, classification and compensation. The division identifies qualified applicants to fill job vacancies at all levels, through recruiting and testing. Applicants are given the opportunity to demonstrate their employment strengths through each phase of the recruitment and selection process� The end result is an eligible list of qualified candidates. Getting new employees into vacancies in a timely manner helps departments maintain a high level of cost-effective and efficient service to City residents, which is a shared goal at the City of Chula Vista. Human Resources Operations staff is responsible for conducting studies of positions and making recommendations on proper job classification, compensation, and writing and revising job descriptions based on these studies. The division maintains the City’s Classification Plan, Compensation Plan, and administrative regulations that relate to classification and compensation. In addition, staff conducts and responds to salary and benefit surveys, provides advice on Fair Labor Standards Act (FLSA) designation, and supports labor negotiations with the City’s unions and employee associations� The Risk Management Division is responsible for the development of a safe and healthy environment for City employees and the public and for controlling and reducing liability exposures in order to preserve the City’s assets and service capabilities. This is accomplished via the Division’s programs that include: occupational health and safety, loss control, and disability management. The City acknowledges the inherent risks associated with tasks performed by Police, Fire and Public Works, but will not allow this to excuse injuries and exposures as acceptable conditions. Instead, we challenge ourselves to prevent their occurrence through assessments, inspections, investigations, hazard controls, safe work practices, best available technology, communication, education and training. We are committed to providing a safe and healthful working environment for employees, volunteers and the public while strengthening the safety culture of our organization� Page 633 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 104 DEPARTMENT SUMMARY REPORTS → Human Resources Department Risk Management’s Safety program has oversight of all City safety efforts. The Safety program provides a systematic way to minimize incident frequency and severity, contribute to positive morale, effectively maintain the City’s resources and increase operational efficiency. Disability Management oversees the City’s self-insured workers’ compensation program and the handling of claims by our third-party administrator. It also provides comprehensive services to employees and departments. The goal of the Disability Management program is to return injured or ill employees to the workforce as soon as they are able. This is accomplished via the City’s hands on Return to Work Transitional Duty program where we partner with the treating doctors to focus on what the recovering employee can rather than what they can’t do. In the interim, Disability Management works to ensure that employees are receiving any income and job protection to which they are entitled. Risk Management is responsible for recovering funds when City property is damaged by outside parties and recovers costs associated with emergency response related to impaired drivers. Staff aggressively seeks reimbursement from insurance companies or the uninsured party and averages between $250k and $350k per year in revenue from these endeavors. The Training and Development Division is increasing the availability of training in the City and concentrating on expanding e-learning opportunities. One method is to continue to utilize our Target Solutions internet-based training platform. Via this program we have created several safety and human resource trainings, both mandatory and elective, available to employees from the comfort of their workstation. We also partner with external subject matter experts including local community colleges to offer a wide variety of courses at our worksite to reduce the cost of travel times for employees. The Benefits Division administers a variety of programs including the City’s §125 Cafeteria Benefits Plan, Retiree Medical Program, Human Resources Information System (HRIS) implementation and maintenance, New Hire Orientations and Professional Enrichment Program. Benefits are an important component of total compensation, and the Division is committed to implementing comprehensive employee benefits by supporting and delivering personal assistance to valued employees, retirees, dependents, and service providers. The following competitive benefit options are managed by the Division: medical, dental, and vision coverage; group life (including accidental death & dismemberment) insurance; voluntary supplemental life insurance; voluntary accident, critical illness, and hospital indemnity insurance; Employee Assistance Program; and retirement benefits through Public Agency Retirement Services (PARS) and California Public Employees’ Retirement System (CalPERS). To assist employees in making their benefits-related decisions, benefits forms, resources, and tools are made available to employees online� The Department leads the Employee Engagement and Wellness Committee to make a solid impact on increasing employee satisfaction and helping to foster an environment for sustained engagement in our City. The Employee Engagement Committee implements events and programs that will increase engagement levels. Merging Engagement and Wellness together in 2018 has allowed the Department to further promote and foster wellness of mind and body by providing education, opportunities and support in choosing a healthy lifestyle. By keeping our workforce healthy we increase productivity and reduce health care costs. MISSION STATEMENT The mission of the Human Resources Department is to provide superior services to employees, departments, and the public to ensure an informed, quality workforce and community, while treating everyone with fairness, dignity, and respect� STRATEGIC GOALS Operational Excellence ■Leverage technology to refine the employee onboarding process Page 634 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 105 DEPARTMENT SUMMARY REPORTS → Human Resources Department ●Create tools to ensure new hires receive all of the information needed to be effective members of the City workforce and retain quality employees. ●Create tools and implement streamlined processes to allow optimal use of existing functionality in the Human Resources Information System (HRIS). ↘STATUS: Human Resources continues to create new resources and tools for employees through multiple online portals. During the last fiscal year, the Department launched an online system aimed at streamlining the onboarding process and providing an engaging experience for new employees. The Department has added the Information Technology Services (IT) Department and the hiring/user departments to the onboarding portal to further streamline and automate our onboarding process. In the coming year, the Department is improving the New Hire Orientation process by incorporating department-level, multi-phased training. Additionally, efforts are being made to streamline the administration of the Professional Enrichment and Performance Management Programs within the HRIS. ■Enhance self-development resources for existing employees ●Introduce resources aimed at fostering self-development and enriching existing employees’ career development. ↘STATUS: Human Resources continues to explore opportunities to promote personal growth and advancement. In the previous fiscal year, the Department introduced LinkedIn learning, a platform offering over 16,000 courses aimed at enhancing employee development. During the next fiscal year, the Department plans to revamp supervisor training and bolster the performance management program. ■Reduce Lost Time for Workplace Injuries and Illnesses ●Reduce lost productivity and costs associated with filed Workers’ Compensation Claims. ↘STATUS: The City is in its seventh year with our Worker’s Compensation third-party administrator. Quarterly file reviews have been conducted to review open claims and we completed our sixth stewardship review of our program. The Disability Management Staff is working closely with the Police and Fire Departments to provide innovative ways to decrease lost time due to work-related injuries. Human Resources implemented a pilot Alternative Dispute Resolution (ADR) program for Chula Vista Police Officer Association represented classifications which has been extended and is in its fourth year. Specifics of ADR programs can vary with the goal of streamlining dispute resolution issues and reducing delays in getting employees treated and back to work. The Division continues to assist employees with the claims process and works collaboratively with the providers and the third-party administrator to facilitate returning employees to work as soon as they are physically capable to perform modified or transitional work within their restrictions. ■Retain and attract quality employees ●Create a culture of employee engagement. ↘STATUS: ►Over 100 employees will have been recognized with a service year milestone. ►Hosted several Employee Engagement and Wellness events, such as: New Fiscal Year Kickoff Breakfast Event, Ice Cream Day, Halloween Celebration including a costume contest and pumpkin decorating contest, Holiday Celebration event with an ugly sweater contest and gingerbread house contest and distributed reusable mugs to support the City’s sustainability efforts and recognize employees� Page 635 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 106 DEPARTMENT SUMMARY REPORTS → Human Resources Department KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected % of assigned mandatory trainings completed 99% 99% 99% CY 2022 Actual CY 2023 Actual CY 2024 Projected** # of lost workdays due to work related injury* 1,987 945 - Average Number of lost workdays per work related injury* 9�69 4�92 - * City of Chula Vista tracks and reports workdays lost due to work related injury based on calendar year (CY), pursuant to OSHA calendar year reporting requirements. Numbers provided are for CY 2022 and CY 2023. ** Unable to estimate or project lost workdays due to work related injuries. Target is always 0. SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures Increase in Personnel Services expenditures of $369,959 due to the mid-year addition of 1.0 FTE Principal HR analyst and reduction of 1.0 FTE Human Resources Manager and 1.0 FTE Senior HR Analyst; addition of 1.0 FTE Principal Risk Management Specialist and reduction of 1.0 FTE Senior Risk Management Specialist in FY 2025. This increase also includes projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). Page 636 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 107 DEPARTMENT SUMMARY REPORTS → Human Resources Department (07) HUMAN RESOURCES Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,813,534 2,105,584 2,196,954 2,392,294 195,340 Hourly Wages 131,592 83,378 4,443 54,656 50,213 Overtime 8,942 3,431 - - - Health Benefits 256,207 289,675 325,271 353,930 28,659 Retirement Benefits 186,302 201,837 230,192 242,177 11,985 Other Personnel Expense 212,433 207,658 33,078 116,440 83,362 Personnel Expenses Subtotal 2,609,010 2,891,564 2,789,938 3,159,497 369,559 Supplies and Services 359,749 526,736 734,286 849,286 115,000 Other Capital 1,988 - 2,500 2,500 - Utilities 1,784 1,524 1,871 1,871 - Non-Personnel Expenses Subtotal 363,520 528,261 738,657 853,657 115,000 Total Expenditures $ 2,972,530 $ 3,419,824 $ 3,528,595 $ 4,013,154 $ 484,559 Charges for Services (198,905) (312,021) (338,760) (348,987) (10,227) Transfers In (244,286) (202,516) (173,616) (170,616) 3,000 Other Revenues (209,615) (92,663) (109,879) (109,879) - Total Revenues $ (652,805) $ (607,200) $ (622,255) $ (629,482)$ (7,227) Net Program Expenditures $ 2,319,725 $ 2,812,625 $ 2,906,340 $ 3,383,672 $ 477,332 Revenue Recovery % 22% 18% 18% 16% (2%) Authorized Full Time Positions 19.00 21.00 22.00 22.00 - Page 637 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 108 DEPARTMENT SUMMARY REPORTS → Human Resources Department Human Resources (22.00) Administration Human Resources Operations Benefits Employee Development Risk Management Safety Disability Management Total GF FTE 22.00 Total Non GF FTE 0.00 Total Dept FTE 22.00 ORGANIZATIONAL CHART Page 638 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 109 DEPARTMENT SUMMARY REPORTS → Finance Department Finance Department INFORMATION WEBSITE www.chulavistaca.gov/departments/finance PHONE (619) 691-5250 EMAIL finance@chulavistaca.gov The Chula Vista Finance Department is dedicated to supporting the long-term financial stability of the City and enhancing public and organizational trust through integrity of financial reporting and sound financial practices. The Finance Department is responsible for the overall financial management of the City. The department consists of four divisions: Administration, Budget & Analysis, Comptroller, and Revenue & Recovery. These divisions provide support services to other City departments, including payroll, accounts payable, accounts receivable, cashiering, purchasing, and general accounting. Responsibilities include the oversight of revenues, expenditures, investments, financing and management of debt obligations, and financial reporting. The Finance Department is also responsible for the City’s annual audit that includes publication of the Annual Comprehensive Financial Report (ACFR) and the Single Audit of Federal Expenditures (SEFA). The Finance Director also serves as the City Treasurer and is responsible for managing City investments. The Administration Division is responsible for the overall management and supervision of the Finance Department. The division works closely with the City Manager and City Council providing guidance and financial advice, long-range financial planning, forecasting and policy implementation. The Comptroller Division includes general accounting, debt service management, accounts payable, and payroll for the City. The general accounting functions involve accounting for expenditures, revenues, and other transactions in accordance with Generally Accepted Accounting Principles (GAAP). The accounts payable function processes all payments and invoices in a timely manner. Staff has processed 18,782 accounts payable transactions in fiscal year 2024. The payroll function is responsible for the payment of salaries and other benefits to City employees in addition to filing all State and Federal payroll tax returns and reports. Payroll staff issued 1,796 W-2’s to current and former City employees in fiscal year 2024. The Budget & Analysis Division is responsible for coordination, preparation, and monitoring the City’s operating budget, as well as the preparation of the City’s long term financial plan. The division oversees budget transfers and adjustment throughout the year to accommodate unforeseen budget changes by reviewing numerous fiscal, policy and programmatic analyses to accurately identify potential fiscal impacts. Budget & Analysis provides ongoing analytical support on various operational and staffing issues throughout the City and participates in several special projects and studies, which may include updating fees, contracts and to support labor negotiations. Furthermore, this division oversees the purchasing team which provides acquisition and contract management services to City staff in accordance with the Standards of Purchasing Practice as defined by the California Association of Public Purchasing Officers (CAPPO). This team ensures compliance with formal bid requirements, processes all City purchase orders, and develops and maintains purchasing policies and procedures. The Revenue & Recovery Division is responsible for the City’s general accounts receivable, cash handling, depositing, bank reconciliation processes, cash flow management and investment of City funds. Other functions performed by this division include utility billing, oversight of parking meter operations, issuance of business licenses and coordinating the business license renewal process, special districts administration, and the documentation and accounting of staff time reimbursements through the City’s Project Accounting system. Division staff have issued 13,233 business licenses in fiscal year 2024. The Revenue & Recovery Division works closely with other City departments as well as outside agencies in the collection of delinquent accounts. Unpaid sewer and trash bills that Page 639 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 110 DEPARTMENT SUMMARY REPORTS → Finance Department have gone unsuccessfully through the collection process are eventually placed as liens on the County’s property tax roll by division staff. For its financial reporting, the department has received the “Certificate of Achievement for Excellence in Financial Reporting” award from the Government Finance Officers Association (GFOA) every year, beginning with the fiscal year 2000 financial report. The department has also received GFOA’s Distinguished Budget Presentation Award annually since fiscal year 2003, with the exception of fiscal year 2010 when the City did not pursue the award due to staffing reductions and budget constraints� MISSION STATEMENT The Chula Vista Finance Department is dedicated to supporting the long-term financial stability of the City and enhancing public and organizational trust through integrity of financial reporting and sound financial practices. STRATEGIC GOALS Operational Excellence ■Provide fiscal oversight of the Federal American Rescue Plan Act (“ARPA”) Funds received from the Federal government to address the COVID-19 pandemic and resulting economic impact. ●Established the accounting structure within the City’s ERP system to track revenue and expenditures for the ARPA allocation received from the United States Treasury (“Treasury”) in the sum of $57.5 million. Reporting information to the Treasury as prescribed in the ARPA legislation. ↘STATUS: Underway: Tracking ARPA activities in accordance with the Final Rule that was issued by the Treasury. Provide quarterly project expenditure and reporting information to the Treasury as required by the ARPA legislation on the financial and programmatic use of these funds. ■Create and implement policies to help safeguard the City’s finances. ↘STATUS: The Finance Department implemented the Measure A Reserve Policy (Council Policy No. 220-10) to establish a policy for the Measure A Sales Tax Fund that can be found in the Appendix section. SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■Decrease of $307,485 for projected decreases in Charges for Services and Other Revenues in FY 2025. Expenditures ■Increase in Personnel costs for mid-year addition of 1.0 FTE and projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). Page 640 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 111 DEPARTMENT SUMMARY REPORTS → Finance Department KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Accounts payable transactions 30,114 21,367 22,008 Business licenses issued 10,978 13,233 13,630 Purchase requisitions 2,333 2,348 2,418 Form W-2s processed 1,502 1,796 1,850 Page 641 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 112 DEPARTMENT SUMMARY REPORTS → Finance Department (08) FINANCE Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 2,418,004 2,900,741 3,314,012 3,594,344 280,332 Hourly Wages 86,221 38,254 31,766 33,287 1,521 Overtime 1,724 2,970 - - - Health Benefits 363,684 414,929 510,179 486,376 (23,803) Retirement Benefits 253,585 300,022 387,869 397,175 9,306 Other Personnel Expense 282,261 273,141 71,088 184,464 113,376 Personnel Expenses Subtotal 3,405,479 3,930,056 4,314,914 4,695,646 380,732 Supplies and Services 264,218 264,394 382,952 391,052 8,100 Other Capital 3,459 2,594 3,573 3,573 - Utilities 1,743 1,432 1,789 1,789 - Non-Personnel Expenses Subtotal 269,421 268,421 388,314 396,414 8,100 Total Expenditures $ 3,674,900 $ 4,198,476 $ 4,703,228 $ 5,092,060 $ 388,832 Licenses and Permits (73,661) (41,324) (33,915) (31,395) 2,520 Fines and Penalties - - (5,100) - 5,100 Charges for Services (475,033) (201,875) (395,672) (288,724) 106,948 Use of Money and Property (253) - - - - Other Revenues (618,638) (483,957) (584,708) (391,791) 192,917 Transfers In (573,862) (639,649) (882,602) (882,602) - Total Revenues $ (1,741,447) $ (1,366,805) $ (1,901,997) $ (1,594,512)$ 307,485 Net Program Expenditures $ 1,933,453 $ 2,831,671 $ 2,801,231 $ 3,497,548 $ 696,317 Revenue Recovery % 47% 33% 40% 31% (9%) Authorized Full Time Positions 30.00 32.00 34.00 35.00 1.00 Page 642 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 113 DEPARTMENT SUMMARY REPORTS → Finance Department Finance (37.00) Administration Revenue & Recovery Budget & Analysis Comptroller Sewer Billing Total GF FTE 35.00 Total Non GF FTE 2.00 Total Dept FTE 37.00 Purchasing ORGANIZATIONAL CHART Page 643 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 644 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 115 DEPARTMENT SUMMARY REPORTS → Non-departmental Non-Departmental The Non-Departmental budget reflects expenses that are not directly related to any single department. The expenditure budget consists of items such as: ■Insurance ■Interest expense ■Transfers Out expenditures to liability reserves and to various Debt Service Funds for the General Fund’s debt service obligations. The Non-Departmental budget also includes all General Fund discretionary revenues including the following: ■Property taxes ■Sales and Use taxes ■Motor Vehicle license fees ■Transient Occupancy Tax (TOT) ■Franchise fees ■Utility users tax (UUT) ■Transfers In from various other funds. SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■Property Tax: $3,649,292 increase to assessed values by $3.1 million on real property budgeted due to anticipated growth over FY 2024 Adopted Budget, and increase to Successor Agency residual revenue projections of $0.6 million� ■Other Local Taxes: $5,877,748 increase, including Sales & Use Taxes by $2,185,568, Measure A Sales Tax by $1,480,385, Measure P Sales Tax by $1,480,140, Transient Occupancy Taxes by $570,235, based on projected growth along with other local taxes of $161,420. ■Motor Vehicle License Fees: $1,855,981 increase to assessed values on real property budgeted due to anticipated growth over FY 2024 Adopted Budget. ■Use of Money and Property: $764,090 increase for investment earnings by $649,000 and rental lease revenues by $115,090. ■Other Revenues: $2,408,028 increase, including reimbursement from other City funds for $903,294, Cardroom Fees/Business License by $859,007, Entertainment Facility Contribution by $382,930, Cannabis Excise Tax by $311,484, Franchise Fees by $296,150, and a decrease of Business License Taxes by $344,837. Expenditures ■Supplies and Services: $2,036,697 increase for a significant increase in insurance costs by $1,647,000 and increase in other costs by $389,697. ■Transfers Out: $1,062,788 increase, including a transfer to both the Measure A Sales Tax Fund and Measure P Sales Tax Fund for a total of $2,926,481, other transfers of $754,695, and decrease in transfers to both the Section 115 Trust Fund by ($1,418,388) and Public Liability Trust Fund by ($1,200,000). Page 645 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 116 DEPARTMENT SUMMARY REPORTS → Non-departmental (09) NON-DEPARTMENTAL Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Health Benefits - 2,705 10,000 10,000 - Retirement Benefits 132,683 93,895 100,000 100,000 - Other Personnel Expense 186,709 249,334 279,700 279,700 - Personnel Expenses Subtotal 319,392 345,933 389,700 389,700 - Supplies and Services 4,798,627 5,013,545 7,093,612 9,130,309 2,036,697 Other Expenses 14,868,013 2,703,250 1,587,377 1,757,735 170,358 Other Capital 712,003 - - - - Utilities 15,605 30,036 7,148 19,074 11,926 Transfers Out 84,339,569 97,984,382 86,474,731 87,537,519 1,062,788 CIP Project Expenditures 38,498 44,103 - - - Non-CIP Project Expenditures 336,567 (134,654) - - - Non-Personnel Expenses Subtotal 105,108,882 105,640,662 95,162,868 98,444,637 3,281,769 Total Expenditures $ 105,428,273 $ 105,986,595 $ 95,552,568 $ 98,834,337 $ 3,281,769 Property Taxes (42,276,854) (46,174,891) (48,315,099) (51,964,391) (3,649,292) Other Local Taxes (114,359,168) (118,406,715) (117,352,647) (123,230,395) (5,877,748) Motor Vehicle License Fees (26,184,314) (28,293,752) (29,545,779) (31,401,760) (1,855,981) Licenses and Permits 170,715 (125,394) (138,110) (103,920) 34,190 Use of Money and Property (2,833,181) (4,054,304) (2,569,495) (3,333,585) (764,090) Revenue from Other Agencies (499,548) (318,828) (392,150) (228,246) 163,904 Charges for Services - (224) - - - Other Revenues (22,108,720) (21,096,786) (19,938,560) (22,346,588) (2,408,028) Transfers In (2,346,646) (2,621,212) (2,519,746) (2,519,746) - Total Revenues $ (210,437,716) $ (221,092,106) $ (220,771,586) $ (235,128,631)$ (14,357,045) Net Program Expenditures $ (105,009,442) $ (115,105,512) $ (125,219,018) $ (136,294,294)$ (11,075,276) Revenue Recovery % N/A N/A N/A N/A N/A Authorized Full Time Positions 1 - - - - - Page 646 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 117 DEPARTMENT SUMMARY REPORTS → Animal Services Department Animal Services Department INFORMATION WEBSITE www.cvacf.org PHONE (619) 691-5123 EMAIL animalcare@chulavistca.gov The Chula Vista Animal Services Department (CVAS) has provided animal control services since 1923. Over the years, CVAS services have expanded to include community outreach and education programming, and comprehensive medical care. The Animal Services Department is comprised of five divisions: Field Services, Shelter Services, Adoption/Volunteer Services, Veterinary/Medical Services, and Administrative Services. Approximately 3,500 homeless animals come to the facility each calendar year� Field Operations and Dispatch Animal Control is one of the divisions within Animal Services which responds to a variety of animal related questions; complaints; concerns and investigates any possible violations. The division also responds to animal disturbances, noise complaints, mistreatment or abuse to animals, neglect and cruelty of any other animal related problems. Appropriate action ranges from voluntary compliance through education to administrative action and/or prosecution in some instances. Additionally, our officers rescue animals from a variety of situations. CVAS also provides animal control services for the City of Lemon Grove. Call (619) 476-2476 during our business hours to report any animal issues or (619) 691-5151 (PD Dispatch) after hours for animal related emergencies. Shelter Operations CVAS also provides sheltering services for the cities of Chula Vista, Lemon Grove, Imperial Beach and National City. Every day a variety of animals are sheltered at the CVAS either because they are found, rescued, surrendered, or impounded� Adoption CVAS assists interested persons adopting a pet through the application and matching process. The staff works with a number of partnering agencies/businesses to find suitable homes for animals every day. Adoptable pets can be viewed online at www.petharbor.com� Veterinary/Medical Services CVAS provides veterinary care to all shelter animals. Animals being adopted out are altered, vaccinated and microchipped. CVAS offers Spay/Neuter Clinics for Low Income Chula Vista, National City, Lemon Grove, and qualifying City of San Diego residents. Rabies & Microchipping services are also available weekly. Page 647 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 118 DEPARTMENT SUMMARY REPORTS → Animal Services Department MISSION STATEMENT Provide compassionate care and ensure the health and safety for the animals and citizens of our community. STRATEGIC GOALS Strong and Secure Neighborhoods Keep animals out of the shelter by providing more resources to the community. Provide return to home services, microchip clinics, spay/neuter services to help reduce the population, and provide more community outreach and engagement� KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Projected FY 2025 Estimated % Cat Save rate 80% 84% 88% % Dog Save rate 84% 85% 88% Total Animal Intake 3,758 4,100 4,100 SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■Increase in 2.0 FTE positions with the elimination of 1.0 Animal Care Facility Manager and the addition of 1.0 Animal Control Officer, 1.0 Animal Services Specialist and 1.0 Deputy Director of Animal Services. ■Increase to Personnel Services of $424,588 for position changes and increases for various labor groups. Page 648 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 119 DEPARTMENT SUMMARY REPORTS → Animal Services Department (10) ANIMAL CARE FACILITY Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,393,398 1,665,078 1,899,952 2,156,964 257,012 Hourly Wages 230,939 230,344 112,000 117,363 5,363 Overtime 76,054 58,557 84,536 84,536 - Health Benefits 267,782 309,644 340,592 439,580 98,988 Retirement Benefits 154,526 184,432 231,421 245,077 13,656 Other Personnel Expense 157,277 170,504 37,902 87,471 49,569 Personnel Expenses Subtotal 2,279,976 2,618,560 2,706,403 3,130,991 424,588 Supplies and Services 357,775 389,280 351,950 351,950 - Other Expenses 5,592 4,812 4,500 4,500 - Other Capital 28 239 6,282 6,282 - Utilities 54,856 77,639 53,571 64,541 10,970 Internal Service Charges 45,603 41,825 74,846 77,384 2,538 Non-Personnel Expenses Subtotal 463,854 513,795 491,149 504,657 13,508 Total Expenditures $ 2,743,830 $ 3,132,355 $ 3,197,552 $ 3,635,648 $ 438,096 Licenses and Permits (130,516) (140,736) (142,800) (142,800) - Fines and Penalties (24,252) (14,984) (20,400) (20,400) - Charges for Services (422,617) (133,906) (299,256) (299,256) - Use of Money and Property (2,678) - - - - Other Revenues (497,485) (835,006) (911,086) (911,086) - Transfers In (43,500) (23,500) - - - Total Revenues $ (1,121,047) $ (1,148,132) $ (1,373,542) $ (1,373,542)$ - Net Program Expenditures $ 1,622,783 $ 1,984,224 $ 1,824,010 $ 2,262,106 $ 438,096 Revenue Recovery % 41% 37% 43% 38% (5%) Authorized Full Time Positions 21.25 21.25 27.25 29.25 2.00 Page 649 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 120 DEPARTMENT SUMMARY REPORTS → Animal Services Department Animal Care Facility (29.25) Shelter Services Total GF FTE 29.25 Total Non GF FTE 0.00 Total Dept FTE 29.25 Field Services Veterinary Services Administrative Services Community Outreach ORGANIZATIONAL CHART Page 650 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 121 DEPARTMENT SUMMARY REPORTS → Economic Development Economic Development INFORMATION WEBSITE www.chulavistaca.gov/businesses PHONE (619) 409-5913 EMAIL business@chulavistaca.gov The Office of Economic Development focuses on facilitating the achievement of economic prosperity for Chula Vista through the expansion, attraction and retention of office, industrial, hospitality and retail-based businesses. Two key aspects of the Department’s work include providing critical small business concierge services and leveraging smart City technology to establish a sound foundation for Chula Vista’s sustainable economic development. The Department’s work is guided by five strategic focus areas outlined in the Economic Development Department’s Work Plan accepted by the City Council: 1) expand business support, 2) improve collaboration and outreach, 3) strengthen economic vitality, 4) drive innovation and sustainability, and 5) advance equity and inclusion. The Economic Development team continues to work to provide financial, technical and marketing assistance to small businesses in addition to creating more business-friendly policies and continuing work on economic catalyst projects such as the development of the Chula Vista Bayfront, 707 F Street, and the UniverCity. The Office of Economic Development is organized into two divisions: Economic Development and the Office of Sustainability. Together these divisions comprise an Economic Development team that strives to create sustainable economic development through quality employment, shopping, dining and entertainment opportunities for our residents while increasing City revenues for vital public infrastructure and community services. This work translates into an enhanced quality of life for all Chula Vista residents to enjoy. Economic Development Economic Development staff work directly with businesses, trade and business organizations, stakeholders and internal City departments to create a business-friendly ecosystem that supports a stable and thriving economy. Staff also maintains and manages the City’s portfolio of real estate assets and raw land including the licensing and leasing of assets held by the City� Office of Sustainability At an organizational level, “sustainability” is defined as the City’s ability to provide high quality infrastructure, services and programs in a manner which balances the social, economic, and environmental needs of current and future generations – also referred to as the 3Ps: People, Planet and Prosperity. The Office of Sustainability strives to uphold these priorities through the work of Chula Vista’s Smart Cities Initiative, the Environmental Services Division, and the Conservation Division Smart Cities Smart Cities begins with sustainability and this division is responsible for leading the implementation of Chula Vista’s Smart Cities Strategic Action Plan, including regional efforts, that aim to leverage innovative technology and data tools to better serve and engage Chula Vista citizens, enhance sustainability, improve public safety, promote local economic development and maximize tax-payer dollars through increased efficiency of operations and optimization of resources. The goals of the Action Plan are for the City of Chula Vista to: ■Become more responsive by working with our communities, residents and businesses to improve operations and services, including public safety and citizen engagement; Page 651 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 122 DEPARTMENT SUMMARY REPORTS → Economic Development ■Become more transparent by using data and analytics to improve services and operations and ensure public access to performance indicators; ■Lay the groundwork for economic development to attract new businesses and support existing businesses Conservation Also, within the Office of Sustainability, the Conservation Division leads the City’s energy and water conservation, alternative transportation, and climate action planning; and actively collaborates with civic groups, business organizations, environmental and health advocates, academic institutions, internal City departments and other public agencies� MISSION STATEMENT The mission of the City of Chula Vista’s Economic Development Department is to maintain and enhance a high quality of life for the City’s residents and businesses by developing and sustaining a healthy, strong and diverse economic base while promoting a smart and sustainable community for everyone. STRATEGIC GOALS To promote transparency and accountability, the Economic Development Department’s efforts are captured in a work plan. The work plan includes an annual report along with strategic goals, supporting actions and key performance indicators to track progress. The strategic focus areas are outlined below and the full work plan can be viewed at www.chulavistaca.gov/businesses. Expand Business Support ■Promote an environment for residents and businesses to prosper ●Provide exceptional concierge and customer service to all businesses by tracking all commercial, industrial and office projects to ensure on-time delivery of service. ●Provide services, programs and policies to help businesses recover from the economic impacts of the COVID-19 Pandemic. Improve Collaboration and Outreach ■Collaboration with regional and bi-national partners is essential to strengthening the region and provides sustainable economic development. ●Create a culture of stewardship, innovation and regional action that can lead to community prosperity and future economic gains. ●Collaborative with regional economic development ecosystem partners. Strengthen Economic Vitality ■Foster the economic development efforts of existing assets and key development projects ●Champion catalytic development projects such as the Chula Vista Bayfront, Millenia and the University Innovation District as they drive job growth, expand workforce development, strengthen public revenues, and improve the quality of life and vitality for residents and businesses. Drive Innovation and Sustainability ■Provide high quality infrastructure, services and programs that balance social, economic, and environmental needs of current and future generations with considerations for equity and inclusion. ●Implement strategies to provide a sustainable environment that supports people, prosperity, and the planet. Page 652 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 123 DEPARTMENT SUMMARY REPORTS → Economic Development ●Lead the international smart City movement with state-of-the-art technology and data analytics tools that improve quality of life and contribute to economic growth. Advance Equity and Inclusion ■Rebuild the local economy while prioritizing equity and inclusion. ●Implement policies that promote and support small, minority, women, disabled, veteran-owned businesses to foster a more inclusive local economy. ●Champion equity and inclusion across City policies and programs. ●Continue to support an equitable community recovery from the impacts of the COVID-19 pandemic. Page 653 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 124 DEPARTMENT SUMMARY REPORTS → Economic Development KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Complete actions identified in annual economic development work program Outstanding actions remain in progress 65% 70% 70% Set updated goals for City Operations Sustainability Plan 60% 65% 100% Complete initiatives identified in the adopted Smart Cities Strategic Action Plan 70% 80% 90% Complete initiatives identified in the adopted Digital Equity Inclusion Plan 60% 80% 90% Develop an integrated Waste Management Plan to meet a 90% City waste reduction goal Plan developed and approved by City Council 75% 85% Develop and implement the Building Energy Saving Ordinance to support high performing commercial and multifamily buildings in Chula Vista 2nd year of implementation, roughly 40% buildings reported Goal of 50% buildings reported 60% Engage stakeholders, including the Climate Change Working Group, to develop strategies and fully update the 2017 Climate Action Plan 65% 75% 100% Chula Vista Community Shuttle - funding, development, implementation and sustaining the program after initial funding 85% 90% 100% SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■Increase to Use of Money and Property of $309,774 for land space rentals and leases. Expenditures ■No significant budget adjustments. Page 654 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 125 DEPARTMENT SUMMARY REPORTS → Economic Development (11) ECONOMIC DEVELOPMENT Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 863,526 826,105 967,645 830,151 (137,494) Hourly Wages 9,132 12,572 737 772 35 Overtime 1,519 4,780 - - - Health Benefits 128,700 122,355 140,173 138,328 (1,845) Retirement Benefits 92,122 85,782 113,390 89,520 (23,870) Other Personnel Expense 120,162 77,872 27,983 58,330 30,347 Personnel Expenses Subtotal 1,215,160 1,129,465 1,249,928 1,117,101 (132,827) Supplies and Services 136,012 417,726 195,154 195,154 - Other Expenses (54,745) 63,482 - - - Utilities 1,409 1,644 1,776 1,776 - Transfers Out 209,000 - - - - Non-CIP Project Expenditures - 111,392 200,000 - (200,000) Non-Personnel Expenses Subtotal 291,677 594,244 396,930 196,930 (200,000) Total Expenditures $ 1,506,836 $ 1,723,709 $ 1,646,858 $ 1,314,031 $ (332,827) Use of Money and Property (327,000) (309,774) - (309,774) (309,774) Other Revenues (198,740) (48,902) (240,398) (246,072) (5,674) Transfers In (237,334) (493,670) (211,334) (211,334) - Total Revenues $ (763,074) $ (852,346) $ (451,732) $ (767,180)$ (315,448) Net Program Expenditures $ 743,762 $ 871,363 $ 1,195,126 $ 546,851 $ (648,275) Revenue Recovery % 51% 49% 27% 58% 31% Authorized Full Time Positions 13.00 11.00 9.00 8.00 (1.00) Page 655 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 126 DEPARTMENT SUMMARY REPORTS → Economic Development Office of Economic Development (8.00) Administration Office of SustainabilityEconomic Development Total GF FTE 8.00 Total Non GF FTE 0.00 Total Dept FTE 8.00 Successor Agency to the Redev Agency Debt Service Funds ORGANIZATIONAL CHART Page 656 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 127 DEPARTMENT SUMMARY REPORTS → Development Services Department Development Services Department INFORMATION WEBSITE https://www.chulavistaca.gov/departments/development-services PHONE (619) 691-5101 EMAIL dsd@chulavistaca.gov With the adoption of the fiscal year 2025 budget, the City Council approves the budget for the General Fund divisions of the Development Services Department. The Development Services Department’s General Fund divisions include Code Enforcement, Advance Planning, and an Administration division. Code Enforcement The primary function of Code Enforcement is to educate the public in code issues and to work with citizens to achieve code compliance. Code Enforcement responds to complaints from the community and proactively enforces regulations regarding inoperable vehicles on private property, graffiti on businesses, commercial cannabis, short-term rentals and garage sale permits. The following are issues routinely investigated by Code Enforcement: ■Abandoned foreclosed homes ■Abandoned vehicles ■Auto repair ■Construction without a permit ■Excessive or unpermitted signage ■Garage conversions ■Home occupations ■Illegal signage ■Short-term rentals ■Trash, junk and debris ■Unpermitted cannabis sales Violations can be reported by calling the Code Enforcement Hotline at (619) 691-5280 or online by visiting https://www.chulavistaca.gov/ce� Advance Planning The primary purpose of Advance Planning is to manage the City’s vision for growth and development. The Advance Planning section consists of four major areas of emphasis: long-range planning, special projects (such as the Otay Valley Regional Park), environmental planning and Chula Vista Municipal Code updates (Comprehensive, single topic and consistency with newly adopted State Laws). Advance Planning is primarily responsible for the following: ■Maintaining, updating, and monitoring implementation of the City’s General Plan ■Regional planning programs and coordination (such as SANDAG) ■Administering environmental programs including the Multiple Species Conservation Program (MSCP), historic preservation, and mitigation monitoring Page 657 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 128 DEPARTMENT SUMMARY REPORTS → Development Services Department ■Lead for updates to the Chula Vista Municipal Code ■Maintaining the Citywide land use database and maps ■Providing technical services including land use and demographic information and forecasts ■Reviewing proposed development projects for compliance with the City’s General Plan and Sectional Plans ■Conducting public hearings on issues of community concern ■Coordinating with elected representatives, citizen groups, individuals, and other City departments and agencies on issues of local and regional significance MISSION STATEMENT The mission of the Development Services Department is to guide the physical development of the City through the implementation of the General Plan, development regulations and Building Codes. We are committed to enhancing the quality of life in our community by planning for sound infrastructure and public services, protection of the environment, and promotion of high quality social and economic growth. STRATEGIC GOALS Healthy Community ■Develop and implement strategies and programs that restore and protect natural resources. ↘STATUS: Advanced Planning implements the City’s Multiple Species Conservation Program Subarea Plan which preserves, protects and connects the most valuable biological habitats while allowing development to occur in less sensitive areas. ►Comprehensively manage and conduct stewardship activities within open space preserves, by treating invasive plant species, controlling unauthorized access, implementing erosion control, and reducing fuel- load� ►Monitor biological resources, including threat assessments, habitat conditions and the presence of sensitive species to allow for adaptive management. ►Actively seek partnerships and funding to restore and enhance habitats to maintain and improve the region’s biological integrity� Economic Vitality ■Strengthen and diversify the City’s economy by supporting and advancing existing businesses, targeting and attracting new businesses, promoting balanced land use decisions, and engaging the community to reinvest in the City. ↘STATUS: The Development Services Department has made great progress moving the Bayfront Master Plan forward. Permits for the planned resort hotel and convention center project and associated infrastructure have been issued. Project is currently under construction and projected completion is May 2025. Additionally, Development Services is working towards an all-digital permitting process that will streamline the permitting process for existing and future business in the City. Page 658 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 129 DEPARTMENT SUMMARY REPORTS → Development Services Department SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■Increase in Personnel Services expenditures of $507,474 due to the mid-year addition of 1.0 FTE Deputy Director of Development Services and 1.0 FTE Development Services Tech I, and reduction of 1.0 FTE Development Services Tech II and 1.0 FTE Senior Planning Technician; addition of 1.0 FTE Building Official in FY 2025. This increase also includes projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Respond to 85% of Code Enforcement complaints within two business days of initial report� 53% 85% 85% Update 85% of Code Enforcement cases from an “Open” status to another status within thirty days. 93% 85% 85% Inspect a minimum 5% of the City’s mobile home park units annually, as required by State law. 100% 100% 100% Page 659 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 130 DEPARTMENT SUMMARY REPORTS → Development Services Department (12) DEVELOPMENT SERVICES Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,603,864 1,619,813 1,987,020 2,382,112 395,092 Hourly Wages 26,493 19,494 29,615 31,033 1,418 Overtime 3,540 3,960 1,026 1,026 - Health Benefits 239,269 229,332 269,688 302,301 32,613 Retirement Benefits 160,715 148,944 221,527 243,809 22,282 Other Personnel Expense 173,150 145,280 29,155 85,224 56,069 Personnel Expenses Subtotal 2,207,030 2,166,823 2,538,031 3,045,505 507,474 Supplies and Services 189,045 216,844 170,003 173,003 3,000 Other Expenses 22,727 3,426,108 11,000 46,610 35,610 Other Capital - (31) - - - Utilities 1,612 2,586 1,533 1,533 - Internal Service Charges 12,249 15,107 33,476 34,610 1,134 Non-Personnel Expenses Subtotal 225,633 3,660,614 216,012 255,756 39,744 Total Expenditures $ 2,432,663 $ 5,827,437 $ 2,754,043 $ 3,301,261 $ 547,218 Licenses and Permits (660,955) (605,128) (558,516) (555,504) 3,012 Fines and Penalties (283,698) (85,928) (350,521) (350,521) - Charges for Services (249,526) (225,508) (219,447) (255,057) (35,610) Other Revenues (3,452,999) (21,800) (29,117) (29,117) - Transfers In (1,135,472) (1,114,472) (1,095,472) (1,023,733) 71,739 Total Revenues $ (5,782,649) $ (2,052,837) $ (2,253,073) $ (2,213,932)$ 39,141 Net Program Expenditures $ (3,349,986) $ 3,774,600 $ 500,970 $ 1,087,329 $ 586,359 Revenue Recovery % 238% 35% 82% 67% (15%) Authorized Full Time Positions 20.00 20.00 21.00 22.00 1.00 Page 660 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 131 DEPARTMENT SUMMARY REPORTS → Development Services Department Development Services (85.00) Administration Building ServicesCurrent Planning Facilities Financing Total General Fund (GF) FTE 22.00 Total Non GF FTE 63.00 Total Dept FTE 85.00 Code EnforcementAdvance Planning Land Development Landscape Architecture Development Svcs Counter ORGANIZATIONAL CHART Page 661 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 662 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 133 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department Engineering & Capital Projects Department INFORMATION WEBSITE www.chulavistaca.gov/departments/engineering PHONE (619) 691-5021 EMAIL Engineering@chulavistaca.gov The Engineering & Capital Projects Department provides engineering services, technical expertise and oversight for the development and operations of the City’s public infrastructure and facilities. The Department is responsible for the development of the long-range Capital Improvement Plan, the delivery of the diverse projects identified in the CIP as well as a variety of other engineering related functions. The Department strives to provide expeditious, cost-effective service while maintaining a high degree of quality optimizing mobility, public and environmental health, and safety. The Engineering & Capital Projects Department is located in the Public Services Building B, across from the Council Chambers at 276 Fourth Avenue. The Department consists of the following programs: Advanced Planning Manages asset inventories, infrastructure master plans, FEMA floodplain management services, and special studies to identify current and future deficiencies in the City’s sewer, pavement, storm drain, wastewater disposal, and street systems to ensure that the City’s infrastructure will adequately serve the community now and in the future. Project Delivery (Design/Survey) Manages the delivery of Capital Improvement Projects (CIPs) through the entire life cycle to meet or exceed quality, scope, schedule, and cost commitments to ensure that the City’s infrastructure will adequately serve the community now and in the future. Also provides technical support services to various divisions and other departments. Traffic Engineering Provides traffic management, operations and planning services to the traveling public so they can enjoy a safe and efficient transportation system by responding to inquiries regarding public safety and other related issues, monitoring the function and operation of the roadway system on a daily basis, initiating remedial measures for high accident locations and provide for timely transportation infrastructure. Advanced Transportation Technologies & Maintenance Implements transportation related “Smart City” strategies and technologies, supports the Autonomous Vehicles Proving Grounds (AVPG) implementation in Chula Vista through coordination with SANDAG & CALTRANS and provides the focus and expertise needed to ensure proper development and deployment. Provides safe movement of all users of the City’s circulation system, including vehicle operators, bicyclists and pedestrians through maintenance of electrical traffic control devices and street lighting. Wastewater Engineering Manages the City’s sewer system so that Chula Vista residents receive dependable and affordable wastewater treatment and disposal services. CIP Construction, Administration and Management Provides inspection, enforcement, education, and contract administration services to contractor’s, developers and City departments so they can comply with City construction standards and storm water regulations related to construction activities with the goal of delivering to the public cleaner water and durable and safe public infrastructure. Page 663 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 134 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department Stormwater Management Develops and implements comprehensive programs and activities in compliance with State and Federal Clean Water Act (CWA) standards applied locally through Municipal National Pollutant Discharge Elimination System (NPDES) permitting requirements. Local NPDES permits are issued and regulated by the San Diego Regional Water Quality Control Board (RWQCB). Core stormwater management services include: enforcement of the City’s stormwater ordinance, review and implementation of development standards including training to affected City staff, inspection of commercial, industrial, municipal and construction sites, water quality monitoring and reporting, complaint response, community outreach and education, and interjurisdictional watershed management. Development and Utility Permit Inspections Provides inspections and inspection documentation for permits issued by the Development Services Department associated with grading, improvements, minor construction, utility, and encroachments to ensure compliance with City construction standards� Wastewater Management Provides wastewater infrastructure maintenance services to residents, businesses, along with other City departments to sustain a reliable and environmentally safe wastewater system. Fiscal Sustainability Prepares the annual Capital Improvement Program, oversees funds, grants and projects. Provides financial support services to manage and accommodate growth while maintaining service levels for existing infrastructure. This is all accomplished through the Department’s commitment to provide a safe and sustainable environment for the City’s residents and to keep the City beautiful. We provide the means for residents to live in the City and get safely to work, schools, shops, businesses, offices, and other communities. Page 664 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 135 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department MISSION STATEMENT The mission of the Engineering & Capital Projects Department is to provide and manage the City’s infrastructure through high quality operations, maintenance, and construction in order to optimize mobility, public and environmental health and safety� STRATEGIC GOALS Connected Community ■Replace Loma Verde Community Center ●This facility is approximately 50 years old. ●The Center is among the busiest community centers in the southwestern area of the City and needs replacement. ●In April 2020, Council approved a Design Build Agreement for replacing the Center which includes multi-purpose facilities in addition to an aquatic facility encompassing an area of approximately 44,000 square feet. ●In August 2021, Council awarded the contract for construction for Phases 1 and 2 which includes the demolition and reconstruction of approximately 20,000 square feet of the Center and will feature a new multi-purpose gymnasium, dance rooms, crafts room, fitness room, game room, hard courts, restrooms, changing room, staff offices, lifeguard staff room, and break room. ●The Phase 3 portion of the project replaced the balance of the existing building to create space for new pool mechanical equipment, wet and dry storage, construction of a new pool; and deck, classroom space, a new splashpad, replacement playground, replacement of the solar water heater, and new sports lighting. ●Total cost of the project is estimated at $30.7 million. ↘STATUS: Construction of Segments 1 and 2 was completed in April 2023, these segments were opened for limited use until the completion of Segment 3. Design of Segment 3 began in June of 2021 and was completed June 2022. Loma Verde Community Center is fully operational and open to the public while the final stages of completion are underway. ■Expansion of Adaptive Traffic Control Systems ●These smart traffic signal systems can “see” approaching vehicles from much farther away, and can automatically adjust the duration of green and red light cycles based on real-time traffic patterns. ●The goal is to reduce travel times, enhance safety, and to reduce emissions attributable to vehicles idling at red lights along heavily traveled streets. ●The adaptive control systems also have the capacity to interact with the vehicle-to-infrastructure technology that can support connected vehicles and autonomous vehicles, better known as self-driving cars. ●In the winter of 2018, the City upgraded 29 intersections along Telegraph Canyon Road, East H Street, and Otay Lakes Road with adaptive traffic signal controllers. The system continued to be monitored and optimized in 2019. ●During fiscal year 2021, the City installed Adaptive Traffic Signals along H Street between Hidden Vista Drive & Tierra Del Rey and Telegraph Canyon Road between Canyon Plaza Driveway & Buena Vista Way. ●The design for project TRF0408, Traffic Signal Replacements and Improvements for 11 locations throughout the City was completed during fiscal year 2021. The CIP project’s scope of work includes traffic signal modifications and upgrades to improve visibility, provide for protected left turn movements, provide for permissible flashing yellow left turn movements, and replace failing and outdated traffic signals at various locations Citywide. Page 665 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 136 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department ↘STATUS: Construction began in February of 2021 and was completed in July of 2023. An additional $1.5 million in Measure P funding for FY 2025 will help further these efforts, as the City continues to evaluate other streets to deploy modern traffic signal technology which will enhance safety, efficiency, and support the City’s “Smart City” initiatives. Strong and Secure Neighborhoods ■Renovation of Fire Station 1 ●This facility was constructed in 1947. ●Fire Station 1 requires renovation to meet the evolving duties of the Fire Department. ●The project will include enlarging the opening at the apparatus bay to accommodate a larger ladder truck, renovations to accommodate modern equipment and completing repairs for aging aspects of the building. ●The station’s dorm rooms and bathrooms also require upgrades to meet modern firefighter personnel needs. ●In May 2021, Council approved a Design Build Agreement for renovation of Fire Station 1. ●The design phase was completed in January of 2023 and the award of the construction phase was approved by Council in February of 2023. ↘STATUS: Construction for Fire Station 1 renovations began in September of 2023, and complete renovation is expected to be completed in the Fall of 2024� ■Replace Heritage Road Bridge ●The existing four-lane bridge at Heritage Road was built using FEMA emergency funding as an interim facility in 1993 when heavy flood waters destroyed the original two-lane river crossing. ●This interim bridge is inadequate for peak traffic volumes, does not accommodate pedestrians, special event vehicle volumes, and is unable to convey the 50-year storm without being overtopped. ●Federal Highway Administration (FHWA) and Caltrans approved the bridge for replacement as the existing bridge is Functionally Obsolete (FO) and the cost of rehabilitation exceeded replacement. ●In 2014, the Heritage Road Bridge Replacement Project was accepted into the Highway Bridge Program (HBP). ●The HBP provides funding to enable states to improve the condition of their highway bridges through replacement, rehabilitation, and systematic preventive maintenance of deficient bridges. ●As of January 2021, approved grant funds total $3.7 million for preliminary engineering and $354,000 for right- of-way acquisition. ●The project design is completed and construction permits/mitigation from the Resource Agencies are near approval. ●Pending construction programming has been identified in the amount of $26.9 million with total construction anticipated at $30.9 million (including construction management). ↘STATUS: Advertising of the construction contract is scheduled for the Spring of 2024, with construction beginning in the Summer of 2024 and completed in fiscal year 2027. Development Impact Fees from both Chula Vista and the City of San Diego benefit areas will provide the required matching funds. Page 666 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 137 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Pavement Condition Index 73 73 73 Deliver Projects within 5 Year CIP Cycle 95% 81% 81% Sewer pipe flows meeting design standards 100% 100% 100% Storm water flows meeting design standards 100% 100% 100% Arterial roadways meeting service levels 97.5% 97.5% 97.5% Number of traffic signals retimed (20 signals/year) 100% 100% 100% Number of traffic signals with upgraded communications or newly connected (40 signals/year) 100% 100% 100% SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■$255,723 increase for Transfers In. Expenditures ■$1,116,315 increase to Personnel Services for the addition of positions and MOU salary and benefit changes. ■Net Mid-Year reduction of 1.0 FTE. ■Addition of 1.0 Assistant Director of Engineering and 1.0 Principal Civil Engineer. Page 667 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 138 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department (13) ENGINEERING/CAPITAL PROJECTS Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 5,205,358 5,346,773 6,771,453 7,506,593 735,140 Hourly Wages 9,211 2,112 23,975 25,123 1,148 Overtime 55,321 46,673 81,958 81,958 - Health Benefits 702,832 675,796 883,479 999,686 116,207 Retirement Benefits 518,200 512,996 745,841 809,768 63,927 Other Personnel Expense 516,241 528,295 156,150 356,043 199,893 Personnel Expenses Subtotal 7,007,164 7,112,645 8,662,856 9,779,171 1,116,315 Supplies and Services 355,140 758,531 353,517 353,517 - Other Expenses 70,300 72,851 95,000 95,000 - Other Capital - 199,526 5,000 5,000 - Utilities 1,190,366 1,329,668 1,118,427 1,353,083 234,656 Internal Service Charges 191,372 207,222 262,312 271,204 8,892 Transfers Out 383,321 201,668 201,018 100,440 (100,578) Non-Personnel Expenses Subtotal 2,190,499 2,769,467 2,035,274 2,178,244 142,970 Total Expenditures $ 9,197,662 $ 9,882,112 $ 10,698,130 $ 11,957,415 $ 1,259,285 Licenses and Permits (66,507) (51,755) (66,300) (66,300) - Revenue from Other Agencies 31 - - - - Charges for Services (2,077,610) (1,657,126) (2,071,170) (2,071,170) - Other Revenues (4,436,889) (5,693,329) (5,455,837) (5,455,837) - Transfers In (1,401,975) (1,341,966) (1,217,428) (1,473,151) (255,723) Use of Money and Property (375) - - - - Total Revenues $ (7,983,324) $ (8,744,176) $ (8,810,735) $ (9,066,458)$ (255,723) Net Program Expenditures $ 1,214,338 $ 1,137,937 $ 1,887,395 $ 2,890,957 $ 1,003,562 Revenue Recovery % 87% 88% 82% 76% (6%) Authorized Full Time Positions 55.00 59.00 59.00 60.00 1.00 Page 668 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 139 DEPARTMENT SUMMARY REPORTS → Engineering & Capital Projects Department Eng & Capital Projects (66.00) Administration Prj Design & Mgmt Admin Fiscal Sustainability Infrastructure Projects Total GF FTE 60.00 Total Non GF FTE 6.00 Total Dept FTE 66.00 Transportation and Planning Wastewater Engineering Advanced Planning Building Projects Survey Traffic Sig/St. Light Maint Traffic Engineering Construction Inspection NPDES ORGANIZATIONAL CHART Page 669 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 670 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 141 DEPARTMENT SUMMARY REPORTS → Police Department Police Department INFORMATION WEBSITE www.chulavistapd.org PHONE (619) 691-5151 The Chula Vista Police Department’s (CVPD) is a leader in the public safety profession and maintains a culture of community-based policing, innovative problem solving, community engagement, and accountability. The need to provide public safety services with fairness, compassion, equality and justice is not only a pillar of the Department’s formal policies and practices, but also deeply ingrained into the history and culture of the Department. The Department adheres to guidance provided by former President Obama’s Task Force on 21st Century Policing, upholds the highest ideals for policing practices, and serves Chula Vista’s residents according to the community’s expectations and needs� The Police Department’s primary focus is community policing. Community policing focuses on crime and social disorder through the delivery of police services that includes aspects of traditional law enforcement, as well as prevention, problem solving, community engagement, and partnerships. The community policing philosophy balances reactive responses to calls for service with proactive problem solving centered on the root causes of crime and disorder. In addition to community policing, the Police Department focuses on traffic safety, criminal investigations, juvenile services, regional task forces, community partnerships, and many other services to support these operations. The Chula Vista Police Department is led by a Command Staff, consisting of the Police Chief, an Assistant Police Chief, three Police Captains and an Administrative Services Manager. The Department is authorized for 290 sworn officers and 113 civilian employees. The Police Department maintains an extremely lean workforce, having the lowest per capita staffing in the region according to SANDAG studies. Although limited staffing can present certain service challenges, the Police Department stays on the cutting edge of efficiency through innovation and effectiveness. The Department consists of five divisions: Community Engagement, Patrol Operations, Investigations, Support Operations and Administrative Services. Community Engagement The Community Engagement Division concentrates on increasing transparency and enhancing relationships with residents, visitors, business owners, students, community leaders and advocates, and the unsheltered. This division helps the Department to expand on its mission to provide community policing with the highest level of professionalism and transparency� The Community Engagement Division includes the Community Policing Unit; Research, Crime and Intelligence Analysis Unit; Public Information Unit and Police Technology. The Community Policing Unit consists of the Homeless Outreach Team, Community Relations Unit and Community Liaison Officers. The Public Information Unit consists of a Sergeant acting as full-time Public Information Officer (PIO) and a Public Information Specialist to focus on electronic and social media resources� Patrol Operations The Patrol Operations Division includes Community Patrol, K-9 Unit, Traffic Operations, School Resource Officer Unit and proactive Street Team and Gang Suppression Unit. Community Patrol represents the largest section in Patrol Operations and is responsible for providing quality law enforcement to the residents, businesses and visitors 24 hours a day, 7 days a week. In 2023, the Patrol Division of the Chula Vista Police Department responded to 55,593 citizen-initiated calls for service, made 26,159 officer-initiated contacts, and effected 5,094 arrests. Page 671 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 142 DEPARTMENT SUMMARY REPORTS → Police Department Investigations The Investigations Division is comprised of units whose officers, detectives, and civilians work predominantly plain- clothes assignments and conduct follow-up investigations to crimes. This Division consists of traditional general crimes units including Crimes of Violence, Family Protection, and Property Crimes. Crime Lab, Property & Evidence and Digital Evidence Unit are part of the Investigations Division. The Crime Lab provides forensic services such as documentation, evidence collection, crime scene reconstruction, processing and latent print examinations for the Department. The Property & Evidence unit stores, disposes, auctions and maintains a chain of custody of all the items brought into the Department. The Division is also staffed with members in special operations who primarily work undercover assignments including intelligence, narcotics, and participating in regional task forces including fugitive, auto theft, and organized crime. The Investigations Division also consists of the Strategic Operations unit, which includes the Department’s internationally acclaimed Drone as First Responder (DFR) program. Support Operations The Support Operations Division consists of Professional Standards, City Jail and Police Communications Center (Dispatch). The Professional Standards Unit (PSU) ensures the Department supports, promotes, and adheres to the highest standards in training, ethics, and professionalism. The Police Department’s City Jail serves as a temporary holding facility. The Dispatch Center handles various levels of calls for police assistance, and dispatchers are trained to take emergency and routine telephone calls from community members and visitors and to communicate effectively with police officers in the field. Administrative Services The Administrative Services Division is comprised of Fiscal Operations and Police Support Services (Records). The Fiscal Operations Unit manages the Department’s operational budget, monitors restricted funds, administers grants and handles payroll, purchasing and inventory for the Department. Police Support Services provides support services to the public, Police Department staff and other law enforcement agencies through proper dissemination and maintenance of police documents and providing front counter assistance. The Police Department operates out of a nationally recognized 148,000 square foot facility that supports upgraded police operations and enhanced services for the community. A regional law enforcement memorial is located at the Police Facility, providing a place to honor peace officers in San Diego County who lost their lives in the line of duty. The Department prides itself in being a fiscally responsible organization. In order to minimize impacts to the General Fund, the Department constantly seeks alternative funding opportunities to enhance resources. The fiscal year 2025 budget includes approximately $7 million in grant funding. Since 1995, the Police Department has secured over $154 million in grants, which has allowed the Department to expand and meet the growing demands of the community, while maximizing alternative funding and remaining fiscally responsible. MISSION STATEMENT The Chula Vista Police Department, in partnership with the Community, is dedicated to providing community policing, with the highest level of professionalism and transparency. Chula Vista Police Department Employees will provide fair, courteous, and compassionate service to enhance the quality of life in Chula Vista. VALUES STATEMENT Leadership – Respect – Integrity – Accountability Page 672 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 143 DEPARTMENT SUMMARY REPORTS → Police Department STRATEGIC GOALS Protecting and Serving the Community ■Address community concerns regarding general safety, crime, traffic safety, and satisfaction with CVPD ●As a result of a resident survey conducted by SANDAG in 2019, the survey’s outcomes disclose that residents generally believe the crime rate is the same, or has increased, from 2018. This is in spite of the fact that the City was, at the time of the survey, experiencing the lowest levels of crime in more than three decades. ↘STATUS: The Police Department will deploy a multi-faceted approach to address issues reported by residents, and work to lessen the fear of crime and improve lines of communications in physical and online settings. The primary responsibility for managing this work will be a new Community Relations Officer position and a new Public Information Specialist position. The Police Department will address concerns regarding traffic safety by expanding the Traffic Unit to focus on traffic safety and provide enhanced education, prevention and enforcement efforts across the City� ■Recruit, train, and retain critical staffing positions that are authorized and necessary to maintain Chula Vista’s low crime rate ↘STATUS: The Police Department will collaborate with bargaining groups and partners Citywide to ensure that the Department is competitive, to the fullest extent possible, in workload and compensation in the region, and continues to be a great place to work and to stay. The Police Department will also increase existing efforts and reinvest in the engagement, health, safety and wellness of its members to insure they maintain the right mindset and right readiness to serve our community in the way the community needs and expects. Advancing Innovation and Efficiency ■Manage innovation in the Department to remain at the leading edge of change, and also to optimize the integration of new capabilities into existing organizational structures in the best possible ways ●Chula Vista has earned a reputation as a leader in public safety innovation. The Police Department has adopted an innovation initiative that strives for the safe and effective use of technology to improve community safety while balancing the protection of our community’s rights and expectations. ↘STATUS: Chula Vista is a national leader in the deployment of Unmanned Aerial Systems (UAS) with its Drone as First Responder (DFR) program, which provides remotely operated drones to respond to calls for service. The Real Time Operations Center will provide crime analysis and an operational picture for field and detective criminal investigations in real time to support police operations and is physically located adjacent to field operations personnel to enhance the flow and exchange of information. The Department is evaluating a pilot program of hand-held smartphones that can be carried by officers away from the vehicle, which may replace mobile data computers in police vehicles. A traffic signal emergency preemption program is being tested to improve response times and enhance safety when officers respond to emergency calls. Strengthening Resource Sustainability ■Participate more fully in the City’s planning and growth to allow the Department to anticipate emerging challenges and develop strategies to ensure public safety ●Growth in Chula Vista is persistent, and the next five years will see unprecedented changes in the City population, and in the community’s complexity. Major components of this growth include the Bayfront resort hotel and convention center, university site, and maturation of Millenia project. Page 673 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 144 DEPARTMENT SUMMARY REPORTS → Police Department ↘STATUS: The Police Department will ensure members of CVPD attend all relevant meetings of City Economic Development, including public hearings and discussions surrounding the need of police presence. Development projects will impact law enforcement efforts, and the police perspective should be considered during the planning stages� Championing Community Engagement, Equity and Inclusion ■Continue to build trust between law enforcement and the community ●In May 2020, national protests erupted over the police treatment of communities, especially those in urban areas. The protests have resulted in widespread calls to defund the police, radically restructure the ways the police treat their citizenry, especially as it relates to systemic bias in the criminal justice system, and to transition away from using the police to respond to mental health calls, community and social issues and other calls for service where trained professionals from other disciplines may be better suited to resolve issues. ↘STATUS: CVPD staff will engage in appropriate dialog, training and work with the community to strengthen current relationships, to build new ones, and to address any issues of bias, racism or adverse police conduct in a spirit of creating the most responsive and respectful police Department possible. The newly formed Community Engagement Division will lead these efforts. KEY PERFORMANCE MEASURES FY 2022 Actual FY 2023 Actual FY 2024 Actual Average Response Time for Priority 1 Calls 5:38 5:38 - Average Response Time for Priority 2 Calls 12:43 12:53 - CY 2022 Actual CY 2023 Actual CY 2024 Actual FBI Part I Overall Crime Rate 16.13 Pending - * FBI has not published 2023 crime rate data SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■Increase to Charges for Services of $284,206 for projected increases for reimbursement of Police Services in FY 2025� Expenditures ■Reduction of 1.0 FTE position with the elimination of 1.0 Detention Facility Manager, 1.0 Detention Officer, 1.0 Senior Office Specialist and the addition of 1.0 Detention Supervisor and 1.0 Senior Fiscal Office Specialist. ■Increase to Personnel Services of $4,156,350 for position changes and MOU contract increases for various labor groups� Page 674 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 145 DEPARTMENT SUMMARY REPORTS → Police Department (14) POLICE Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 28,644,622 31,268,483 35,548,942 38,161,407 2,612,465 Hourly Wages 270,861 137,835 300,578 314,971 14,393 Overtime 3,817,807 4,698,984 2,389,931 2,389,931 - Health Benefits 3,714,655 3,925,331 4,804,087 5,205,930 401,843 Retirement Benefits 5,412,032 5,515,160 6,891,315 6,951,385 60,070 Other Personnel Expense 2,547,387 2,757,491 579,231 1,646,810 1,067,579 Personnel Expenses Subtotal 44,407,363 48,303,284 50,514,084 54,670,434 4,156,350 Supplies and Services 2,245,084 2,731,403 2,555,280 2,405,280 (150,000) Other Expenses 102,833 94,690 100,930 100,930 - Other Capital 13,589 89,975 25,000 25,000 - Utilities 684,471 820,816 791,845 828,875 37,030 Internal Service Charges 1,049,138 1,086,654 1,414,637 1,462,589 47,952 Non-Personnel Expenses Subtotal 4,095,116 4,823,539 4,887,692 4,822,674 (65,018) Total Expenditures $ 48,502,479 $ 53,126,822 $ 55,401,776 $ 59,493,108 $ 4,091,332 Licenses and Permits (333,207) (238,408) (277,579) (274,424) 3,155 Fines and Penalties (687,000) (956,578) (673,200) (726,003) (52,803) Revenue from Other Agencies (509,244) (1,227,087) (1,237,786) (1,237,786) - Charges for Services (3,292,453) (3,372,860) (3,036,227) (3,320,433) (284,206) Use of Money and Property (28,099) (16,663) - - - Other Revenues (216,904) (254,963) (128,419) (128,419) - Transfers In (752,016) (337,679) (566,016) (399,140) 166,876 Total Revenues $ (5,818,922) $ (6,404,238) $ (5,919,227) $ (6,086,205)$ (166,978) Net Program Expenditures $ 42,683,556 $ 46,722,584 $ 49,482,549 $ 53,406,903 $ 3,924,354 Revenue Recovery % 12% 12% 11% 10% (1%) Authorized Full Time Positions 319.50 319.50 329.00 328.00 (1.00) Page 675 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 146 DEPARTMENT SUMMARY REPORTS → Police Department Police (438.00) Administration InvestigationsPatrol Operations Total GF FTE 328.00 Total Non GF FTE 110.00 Total Dept FTE 438.00 Support Operations Community Engagement Administration Services Family Protection Unit Police Dispatch Community Policing Police Support Services Crime of Violence Property Crimes Professional Standards Street Team Fiscal Operations Digital Evidence Unit Special Investigations Police Technology School Resource Unit Police Grant Funds Evidence Control Narcotics Enforcement Team Strategic Operations Research & Analysis Forensic Services City Jail Public Information / Social Media Measure A Fund Regional Auto Theft Task Force (RATT) Traffic Unit Community Patrol Task Forces ORGANIZATIONAL CHART Page 676 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 147 DEPARTMENT SUMMARY REPORTS → Fire Department Fire Operations Responsible for emergency medical services (EMS), fire suppression, rescue, hazardous conditions, and all other emergency and non-emergency calls for service. Consists of ten fire stations located in all of the City’s major regions. Operations responses are 85% medical, 10% fire, and 5% hazardous materials, rescues, and public assistance. Emergency Services Division The emergency services division prepares the City for any natural disasters or other unusual occurrences. This division maintains the Emergency Operations Center and acts as a liaison with other agencies regarding large disasters� Fire Prevention Division The purpose of the Chula Vista Fire Prevention Division is to provide services aimed at reducing the risk of fire and injuries to the public. These services are provided through the administration of Fire Safety Engineering, Fire Code Inspection, Fire Investigation and Public Education Programs to the community while maintaining a commitment to excellence in an atmosphere of courtesy, integrity, and respect for diversity. The Fire Marshal is responsible for the Fire Department’s Fire Prevention Division. Fire Department INFORMATION WEBSITE www.chulavistaca.gov/departments/fire-department PHONE (619) 691-5055 The Chula Vista Fire Department delivers fire, rescue and emergency medical services to Chula Vista residents, visitors, and employees daily. The Fire Department is currently in a period of renovation and expansion, with the recent remodel of two fire stations, planned remodel of Fire Station 1, celebrating the second year of operation of our Ambulance Transport System (ATS), and planning for additional fire stations for the upcoming developments within the City of Chula Vista. The Fire Department is authorized for 213 sworn positions, 66 single-role ambulance positions, and 15 civilian positions. The department’s ten stations respond to nearly 27,000 calls annually across the City and neighboring cities as needed. Each day the Fire Department has 51 firefighters, 10 EMT’s and 10 paramedics on duty. Station Address Units Incidents Responses Station 1 447 F St B51, E51, M51 7,568 16,797 Station 2 80 East J St E52, O420, M52 1,480 3,302 Station 3 341 Orange Ave USAR53, T51, M53 3,115 6,973 Station 4 850 Paseo Ranchero E54 1,775 4,606 Station 5 100 Moss St E55, M55, M54, BR55 3,776 8,433 Station 6 605 Mount Miguel Rd E56, M56, BR56 1,315 3,389 Station 7 1640 Santa Venita B52, E57, T57, M57 2,327 5,988 Station 8 1180 Woods Dr E58 1,269 3,283 Station 9 1410 Brandywine Ave E59 2,625 5,935 Station 10 1715 Millenia E60, E61, M60 1,130 2,837 Page 677 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 148 DEPARTMENT SUMMARY REPORTS → Fire Department Training Division The Training Division provides effective and realistic training for all personnel based on fire service standards, information analysis, and emergency response demands. The Training Division’s goal is to provide valuable training before a firefighter is presented with the many different types of emergency and non-emergency calls for service Emergency Medical Services (EMS) The EMS division is responsible for Emergency Medical Services (EMS) that are delivered in Chula Vista by Emergency Medical Technicians (EMTs) and Paramedics that respond on both fire apparatus and ambulances. This division is responsible for ongoing medical training and compliance for both firefighters and ambulance personnel. MISSION STATEMENT Protect life, environment, and property VISION STATEMENT The vision statement answers who we are as an organization� We are: “People who care about people.” VALUES STATEMENT Service and protection, with pride, respect, teamwork and safety. PURPOSE STATEMENT The purpose statement answers why we are here as an organization. We are here to: Put others first, make positive contacts, and build relationships. STRATEGIC GOALS Organizational Effectiveness Key factors associated with this initiative are to build transparency and effectiveness of organizational responsibilities, complete essential organizational assessments and planning to establish a unified direction, and rebuild Department doctrine to guide daily operations ■Goal 1: Department Doctrine Framework Develop a department doctrine framework identifying significant manuals and documentation. This doctrine framework goal includes the development of an executive summary, policies and procedures revision, rules and regulations revision, and a communications plan. ↘STATUS: All items of the framework are currently in process and are expected to be completed within calendar year 2024� ■Goal 2: Organizational Accountability Improve accountability within the organization by standardizing administrative processes. This includes establishing desk manuals and comprehensive task lists for each administrative position, as well as quality control policies and procedures around departmental purchasing and procurement. In addition, establish and deliver standardized Page 678 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 149 DEPARTMENT SUMMARY REPORTS → Fire Department responsibilities and expectations of officer positions, and establish a committee program document to provide a transparent structure of workgroups within the Department. ↘STATUS: Comprehensive task lists of administrative staff and responsibilities have been completed and are now in progress to be added to the department-wide formal policies and procedures platform. Expectations and responsibilities of captains/supervisors have also been completed. The development of desk manuals and expectations and responsibilities of Battalion Chiefs have been completed. Establishment of a committee program document is currently in progress� ■Goal 3: Structural Plans Develop and/or refine critical and perpetual planning documents. This includes developing a three-year Strategic Work Plan, a Staffing and Succession Plan, a three-year Fire Department Training Plan, and a three-year Emergency Operations Center Training Plan. Due to the large number of anticipated retirements and new firefighters necessary for future fire stations, a Fire Academy Program document is needed to standardize initial training. The Fire Department will also be assisting the Public Works Department to complete an FD-based fleet study. Existing plans also require updating or revision. These include the revision of the Fire Department Master Plan and the City’s Disaster Plan. Emergency management and Fire Operations will be creating an internal large-scale disaster response framework to match known hazards within the City. ↘STATUS: Currently in progress and expected to be completed by their target deadline. ■Goal 4: Continuous Improvement Initiate organizational continuous improvement efforts. This includes building financial, operational and budgetary standards of work and 10-year budget forecasts for each division within the Department to ensure proper planning. In addition, this includes establishing a comprehensive and contemporary community risk reduction assessment and develop a program document executive summary detailing a program framework and necessary resources. ↘STATUS: Currently in progress and expected to be completed by their target deadline. Operational Excellence Key factors associated with this initiative aim to: Improve operational service delivery; Streamline recruitment and hiring; and Correcting known areas for improvement. ■Goal 1: Assess, improve, and adjust operational awareness. This includes developing, revising, and training on all SOG’s and policies related to fire ground command and control, methods, and communications. In addition, the Fire Department will be evaluating areas such as service delivery for transport services in Imperial Beach and Bonita, as well as continue to build our relationship with San Diego Fire Department (SDFD) and Falck for transport and bariatric services to ensure operational effectiveness for the communities. Lastly, the Fire Department will review and update with proposed changes to the State Fire Marshals model and adopted code, work with the City to update the General Plan’s Safety Element, and develop a Crowd Manager Program for events at the North Island Credit Union Amphitheatre. ↘STATUS: The update to the State Fire Marshals model and adopted code is complete. Evaluation of service delivery with Imperial Beach, Bonita, and SDFD/Falck is currently in progress and expected to be completed by the target deadline� ■Goal 2: Prioritize and invest in the development of our personnel. This includes minimizing vacancy rate below 5% and developing and delivering an officer academy to mirror firefighter and engineer training effectiveness. In Page 679 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 150 DEPARTMENT SUMMARY REPORTS → Fire Department addition, the Fire Department will also fill vacant Emergency Operations Center (EOC) roster positions, implement an EOC training plan, and host an EOC workshop or functional exercise. ↘STATUS: Filling of EOC vacant positions and hosting of a functional exercise are complete. Developing an officer academy and working to minimize the vacancy rate are currently in progress. ■Goal 3: Enhance our information technology system to provide seamless integration and access to data. This includes transitioning Cradle Point management to Emergency Communications & Data Center (ECDC) and establish First Watch Online Compliance Utility to allow for compliance reconciliation. The Fire Department will also upgrade Telestaff and complete its connection to Tablet Command and Computer Aided Dispatch (CAD) to allow for the Ambulance Transport System use of National Fire Incident Reporting System (NFIRS). The Prevention Division will deploy ePlanSoft for fire/life safety system permits and establish the Inspection RMS application. Finally, the EMS and Operations divisions will develop the PSTrax modules to include critical equipment and facilities tracking and maintenance. ↘STATUS: Telestaff upgrade and transition of Cradle Point to ECDC, establishing First Watch, Inspection RMS application and ePlanSoft are complete� Service Key factors associated with this initiative are: Focusing on serving Department members; Revitalizing community engagement efforts; and Supporting response partners� ■Goal 1: Focused attention on our inward-facing service delivery efforts. This includes developing an organizational leadership workshop focused on building relationships, build and maintain relationships with other City departments and external partners, assess how to effectively improve communication of Department information through the organizations and establish quarterly briefings to review Department liaison assignment report outs. Additionally, the Fire Department will assess Department-wide needs for mental health training and resources to formulate a 3-year plan� ↘STATUS: The assessment of mental health awareness training and resources is currently in progress and is expected to be complete by the target deadline� ■Goal 2: Service–Outside the Department: Focused attention on our outward-facing service delivery efforts. This includes improving connectedness with the community, such as re-establishing Fire Safety Week, developing and engagement program with the Elementary and High School systems, increasing social media following by 10%, develop yearly public safety outreach and programs, and release Public Service Announcements (PSA’s) focused on public safety and disaster preparedness. Additionally, the Fire Department will develop and initiate public safety meetings through the Homeowners Association and Senior Center to establish outreach programs. Finally, the Department will also research the need for Advanced Practice EMS programs and develop and deliver the SB-105 Multi-Family Condominium Inspection Program. ↘STATUS: The re-establishment of Fire Safety Week, improve social media presence, and develop a yearly public safety outreach programs are all currently in progress. In addition, the SB-105 Multi-Family Condominium Inspection Program and creation and release of PSA’s are also in progress. ■Goal 3: Be attentive to mutual aid partners. This includes establishing a mutual aid program document to properly track aid agreements, resume ability to support California Fire Assistance Agreement (CFAA) deployment requests Page 680 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 151 DEPARTMENT SUMMARY REPORTS → Fire Department to participate in the mutual aid system, and resume ability to support California Task Force 8 (CA-TF8) deployment requests to participate in FEMA US&R responses. ↘STATUS: Each of these items are in progress and are expected to be completed by their target date.. Page 681 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 152 DEPARTMENT SUMMARY REPORTS → Fire Department KEY PERFORMANCE MEASURES Service Function (1)Standard FY 2023 Actual FY 2024 Estimated FY 2025 Projected Ambulance Transport System (ATS) (2) ALS - 1st unit 12 mins @ 90% 94.0% 92.0% 91% BLS - 1st unit 20 mins @ 90% 93.0% 93.0% 92% First Responder EMS ALS - 1st unit (3)7 mins @ 90% 88.0% 85.0% 85% Fire IAF – (1E, 4FF)7 mins @ 90% 74.0% 76% 77% ERF – (1E, 14FF)10 mins @ 90% 80.0% 79% 78% Property Saved % Saved N/A (8)N/A (8)N/A (8) Training Mandatory Training 100% annually 100% 100% 100% Fire Prevention Inspections – FCIP (4)100% annually 94%(4)100%(4)100%(5) Inspections – Group E, Schools (5)100% annually 100% 100% 100% Inspections – Group R2, Apartments (5)100% annually 100% 100% 100% Inspections – Group R2, Condo (5)(6)100% annually -% -% 100% Inspections – Group R1, Hotels (5)100% annually 100% 100% 100% Inspections – Group I2 & I3, Institutional 100% annually 100% 100% 100% Inspections – Fire Code Permits 100% annually 100% 100% 100% Inspections – GUC (7)w/in 1 month of application -% -% -% Plan Reviews – Fire Safety Engineering w/in 90% of time frame 97% 97% 97% Investigations – Origin & Cause 100% of all fires investigated by a trained Investigator 100% 100% 100% (1) All reporting completed on a calendar year basis (2) Includes service to Chula Vista only (3) ALS in 7 mins includes any unit with a Paramedic (Ambulance or First Responder) (4) Inspections doubled to catchup from pandemic (CY22) (5) SB 1205 reporting requirement, reported as part of this budget process (6) Group R2 Condo inspection program is in the process of development (7) Position frozen (8) Due to software issues, Property Saved is not available at the time of this publication ALS - Advanced Life Support, requires two paramedics BLS - Basic Life Support, requires two EMTs IAF - Initial Attack Force, requires one engine and four firefighters ERF - Effective Response Force, requires multiple units and fourteen firefighters GUC - General Use Certificate, initial fire inspection upon business license application receipt Page 682 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 153 DEPARTMENT SUMMARY REPORTS → Fire Department SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■Increase to Charges for Services of $490,790 for anticipated revenues in FY 2025. Expenditures ■Increase of 9.0 FTE positions due to the Bayfront Fire Station coming online in FY2025. ■Increase to Personnel Services of $2,375,816 for position changes and MOU contract increases for various labor groups� Page 683 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 154 DEPARTMENT SUMMARY REPORTS → Fire Department (15) FIRE Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 20,673,433 21,799,043 21,566,667 23,238,448 1,671,781 Hourly Wages 169,347 177,768 36,238 37,974 1,736 Overtime 1,461,109 1,489,456 462,544 552,647 90,103 Health Benefits 2,308,396 2,407,478 3,523,397 3,364,118 (159,279) Retirement Benefits 3,047,436 3,143,608 3,595,268 3,781,590 186,322 Other Personnel Expense 1,417,005 1,353,060 1,232,645 1,817,798 585,153 Personnel Expenses Subtotal 29,076,726 30,370,412 30,416,759 32,792,575 2,375,816 Supplies and Services 1,445,699 1,632,091 2,126,219 2,319,351 193,132 Other Capital - 96,228 25,000 25,000 - Utilities 234,483 285,274 316,094 311,536 (4,558) Internal Service Charges 1,456,923 1,501,802 1,568,874 1,647,473 78,599 Transfers Out 62,010 65,516 78,299 62,048 (16,251) Non-Personnel Expenses Subtotal 3,199,115 3,580,912 4,114,486 4,365,408 250,922 Total Expenditures $ 32,275,841 $ 33,951,324 $ 34,531,245 $ 37,157,983 $ 2,626,738 Licenses and Permits (796,092) (688,060) (752,982) (749,539) 3,443 Charges for Services (877,359) (758,659) (757,256) (1,248,046) (490,790) Other Revenues (1,339,530) (1,053,309) (212,395) (212,395) - Transfers In (2,169,361) (1,609,605) (1,176,729) (1,335,255) (158,526) Use of Money and Property (5,115) - - - - Total Revenues $ (5,187,456) $ (4,109,634) $ (2,899,362) $ (3,545,235)$ (645,873) Net Program Expenditures $ 27,088,384 $ 29,841,691 $ 31,631,883 $ 33,612,748 $ 1,980,865 Revenue Recovery % 16% 12% 8% 10% 2% Authorized Full Time Positions 145.00 146.00 156.00 165.00 9.00 Page 684 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 155 DEPARTMENT SUMMARY REPORTS → Fire Department Fire (294.00) Operations Training Operations Advanced Life Support (ALS) Fund Administration Prevention Operation Measure A Fund Total GF FTE 165.00 Total Non GF FTE 129.00 Total Dept FTE 294.00 Federal Grants FundTransport Enterprise Fund ORGANIZATIONAL CHART Page 685 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 686 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 157 DEPARTMENT SUMMARY REPORTS → Public Works Department Public Works Department INFORMATION WEBSITE www.chulavistaca.gov/departments/public-works PHONE (619) 397-6000 EMAIL operations@chulavistaca.gov The Public Works Department maintains the City’s infrastructure including, streets, wastewater, facilities, parks, and open space through high quality operations, maintenance repair and rehabilitation in order to optimize mobility, public and environmental health, and safety. Located at the John Lippitt Public Works Center at 1800 Maxwell Road, just north of Auto Park Drive and east of Interstate 805, the Public Works Department consists of the following divisions: Building Management: Provides maintenance and custodial services to the Police facility, Fire stations, and Civic Center, Public Works Center, Libraries, and Recreational facilities and maintains public safety radio equipment and the City’s audiovisual equipment. Drainage Management: Provides cleaning and maintenance services to residents for flood prevention and improved water quality and to ensure the City is in compliance with environmental standards. Fleet Management: Provides and maintains vehicles and equipment to City departments used to perform City services such as Police and Fire response calls, sewer system maintenance, street signage and striping, open space inspections and park maintenance� Open Space Management: Provides various landscape management and inspection services to preserve natural and landscaped open space areas within neighborhoods and to enhance City parkways and medians. Parks Management: Provides maintenance of parks, sports courts and fields used by the public, sports leagues, schools and for Recreation programs. Park Ranger Program: Provides service to the City’s 72 parks to secure a safe environment throughout the park system. Rangers assist with cleaning restrooms and restocking restroom supplies, cleaning gazebos for reservations, removal of graffiti, and trash clean up. Project Management: Provides management of all stages of building projects, including capital improvement projects, to ensure construction and alteration work is completed in accordance with contract specifications. Roadway Management: Provides maintenance services to the City’s roadway system to ensure the benefits of safe, clean, and dependable public streets, sidewalks, curbs & gutters, traffic striping and signage, fences, and railings. Urban Forestry Management: Provides for the ongoing maintenance needs of trees and the liability presented by aging and dying trees throughout the City� Wastewater Management: Provides wastewater infrastructure maintenance services to residents, businesses, and other City departments to sustain a reliable and environmentally safe wastewater system. A new crew was formed in 2021 to address added service needs to new residents as a result of new development. The new crew is necessary to support infrastructure maintenance standards for over 511 miles of sewer pipes. Page 687 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 158 DEPARTMENT SUMMARY REPORTS → Public Works Department MISSION STATEMENT The mission of the Public Works Department is to provide and manage the City’s infrastructure, open space through high quality operations, maintenance, repair and rehabilitation of assets to optimize mobility, public and environmental health and safety� STRATEGIC GOALS Strong and Secure Neighborhoods ■Determine adequate funding for maintenance and replacement ●Initiate study to recommend systems and methods to implement Asset Management, leading to near and long- term financial planning. ↘STATUS: ►From the City’s nine Asset Management Systems, the Public Works Department has identified the “critical” infrastructure needs based on “risk” to prioritize replacement and repair of City’s deteriorating assets. An estimated $175 million will be generated over a 10 year period by a half cent sales tax passed by the electorate in November of 2016 (Measure P). The City secured bonds totaling over $70 million to advance these repairs and replacements over the next several years. The Public Works Department delivered several key Measure P projects in fiscal year 2023 and will continue to focus on replacing failed assets. ■Complete the asset inventory and condition assessment ●Public Works Management developed an Asset Management Program (AMP) strategy in July 2010. Implementation is ongoing. ↘STATUS: ►The City has an Asset Management Program (AMP) which consists of nine Asset Management Systems including Wastewater, Roadway, Drainage, Building, Parks, Open Space, Urban Forestry, Fleet, and General Government. The City continues to make efforts to maintain an accurate asset inventory via GIS (Geographical Information System) mapping locations, and condition assessment of the various elements within each System, along with development of risk assessment and potential failure modes to execute preservation and rehabilitation strategies for each asset type. KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Storm Drain Structure Inspections 3,120 1,915 2,611 Storm Drains Cleaned 1,533 765 1,685 Storm Drain Channels Cleaned 474,741 SF 103,394 SF 435,035 SF Sewer Mains Cleaned 3,304,739 LF 2,339,011 LF 2,723,697 LF Crack Sealing 25,000 LF 25,000 LF 25,000 LF Graffiti Removal 2,000 2,000 2,000 Traffic Sign Maintenance 400 424 427 Trees Trimmed (Right-of-Way) 3,657 4,000 4,000 Fleet Vehicles Commissioned (1) 104 60 70 ACT Chula Vista Requests 9,430 9,430 9,763 (1) Vehicles commissioned = new vehicles processed, including additions to the fleet and new vehicles for replacement purposes. Page 688 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 159 DEPARTMENT SUMMARY REPORTS → Public Works Department Significant Budget Adjustments & Service Impacts Revenues ■Decrease in Charges for Services of $942,123 for decreased reimbursements for staff time based on one-time American Rescue Plan projects in FY 2023 and FY 2022. ■Increase in Transfers In revenues of $480,825 related to reimbursements from other funds for staff time on projects� Expenditures ■Increase in Personnel Services expenditures of $1,112,795 due to the mid-year addition of 1.0 FTE Parks Maintenance Worker II and 1.0 FTE Real Property Manager; and addition of 1.0 FTE Maintenance Worker, 1.0 FTE Public Works Specialist, 1.0 FTE Public Works Supervisor, and reduction of 1.0 FTE Senior Management Analyst in FY 2025. This increase also includes projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). ■Increase in Supplies & Services expenditures of $535,711 for contracted services related to striping and signing, graffiti removal, street sweeping, storm drain maintenance and tree trimming. Page 689 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 160 DEPARTMENT SUMMARY REPORTS → Public Works Department (16) PUBLIC WORKS Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 5,373,855 8,429,821 9,310,488 9,969,436 658,948 Hourly Wages 65,504 516,250 673,402 705,647 32,245 Overtime 187,244 240,019 153,679 153,679 - Health Benefits 982,800 1,597,571 1,715,240 1,853,925 138,685 Retirement Benefits 507,319 817,841 1,007,726 1,008,597 871 Other Personnel Expense 660,136 927,725 225,429 507,475 282,046 Personnel Expenses Subtotal 7,776,858 12,529,227 13,085,964 14,198,759 1,112,795 Supplies and Services 2,539,274 3,797,978 4,830,359 5,366,070 535,711 Other Expenses 51,242 47,233 11,400 11,400 - Other Capital - 149,826 3,000 3,000 - Utilities 755,881 3,360,316 3,786,912 3,566,229 (220,683) Internal Service Charges 563,969 938,595 1,085,707 1,122,510 36,803 Non-CIP Project Expenditures 1,940 4,769 - - - Non-Personnel Expenses Subtotal 3,912,305 8,298,716 9,717,378 10,069,209 351,831 Total Expenditures $ 11,689,163 $ 20,827,943 $ 22,803,342 $ 24,267,968 $ 1,464,626 Fines and Penalties - (11,383) - - - Charges for Services (226,395) (614,767) (1,035,128) (93,005) 942,123 Other Revenues (1,829,061) (2,242,609) (1,974,254) (1,974,254) - Transfers In (5,265,684) (5,462,102) (5,468,967) (5,949,792) (480,825) Use of Money and Property (71,193) (23,717) - - - Total Revenues $ (7,392,334) $ (8,354,578) $ (8,478,349) $ (8,017,051)$ 461,298 Net Program Expenditures $ 4,296,829 $ 12,473,365 $ 14,324,993 $ 16,250,917 $ 1,925,924 Revenue Recovery % 63% 40% 37% 33% (4%) Authorized Full Time Positions 82.00 83.00 124.00 128.00 4.00 Budget Restructuring: The Park Rangers, Park Maintenance, and Park Operations Administration Divisions were moved from the Parks and Recreation Department to the Public Works Department in FY 2023. Page 690 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 161 DEPARTMENT SUMMARY REPORTS → Public Works Department Public Works (194.00) Administration WastewaterBuilding Svcs Admin Total GF FTE 128.00 Total Non GF FTE 66.00 Total Dept FTE 194.00 Open Space Street Maintenance Pumps & PoolsBuilding Svcs Comm Fleet Management BRT Maintenance Storm DrainsConstruction & Repair Graffiti Removal Wastewater MaintCustodial Services Gas Tax Fund Striping & Signing Urban Forestry Park Maintenance Park Rangers Parks Environmental Services ORGANIZATIONAL CHART Page 691 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 692 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 163 DEPARTMENT SUMMARY REPORTS → Parks And Recreation Parks and Recreation INFORMATION WEBSITE www.chulavistaca.gov/departments/recreation PHONE (619) 409-5979 EMAIL RecAdmin@chulavistaca.gov The Parks and Recreation Division offers a variety of recreational opportunities and services to the community. The Division’s vision is a community that achieves learning, self-discovery, balance, and essential life skills through recreation. Community involvement is an important component of this process as the Division values assessment information and evaluative input from the community on new and existing programs and services. Community volunteers are an important and valuable resource to the Parks and Recreation Division’s offerings and with their support, additional offerings of activities are available to the community. A multitude of programs and classes are currently offered to the community, which include the following: ■Adult and youth aquatics and sports ■Programs for senior citizens ■Camps for children during school intersessions ■Therapeutic classes ■Public rental of recreation facilities, including park gazebos ■Fee-based classes such as dance, performing arts, martial arts, physical fitness, preschool, and courses that promote physical fitness enrichment, and creativity ■Free after school programs during critical hours for children and youth focusing on fitness, fun, and a healthy lifestyle ■Coordinates the use of outdoor fields for local nonprofit youth-serving sports organizations ■The Parks and Recreation Division operates 12 recreational facilities throughout the City, which includes two outdoor swimming complexes. MISSION STATEMENT We enrich our community through recreation opportunities and services. VALUES STATEMENT Integrity – Respect – Professionalism – Accountability – Commitment – Teamwork – Fun Page 693 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 164 DEPARTMENT SUMMARY REPORTS → Parks And Recreation STRATEGIC GOALS Economic Vitality ■Enhance the quality, experience, and accessibility of parks and recreation opportunities and facilities for the citizens of Chula Vista� ↘STATUS: ►Continued services for senior citizens and therapeutic recreation programs, funded by a Community Development Block Grant (CDBG). ►Meals on Wheels started a 5-year lease to use Norman Park as a hub for senior meals. ►Partnered with the Friends of Chula Vista Parks and Recreation Foundation to start a scholarship program for children who are in foster care and/or homeless families to participate in core recreation programs and services in the amount of $8,000. ►Held the 15th annual Snores & Smores family campout. ►Continued the Movies in the Park program throughout the City. ►Norman Park Senior Center received two Grants-$3500 and $12,200 for Programs and Services Operational Excellence ■Perform quality public service to our citizens by enhancing facilities and programs Status: ►Hired two full time Supervisors for support. ►Received two new marques at Norman Park and Loma Verde. Connected Community & Healthy Community ■Provide safe and inclusive parks and recreational programs, services, and facilities. ↘STATUS: ►Worked with local nonprofit youth sports organizations to continue the field allocation process to provide more equity in accessing Chula Vista sports fields. ►Conducted “Champions Run” 5k at the CVEATC. ►Celebrated Parks and Rec Month in May at Memorial Bowl. ►Loma Verde Community Center Grand Re-Opening ►Hilltop Park Dog Park Opening ►Grove Park Grand Opening ►Participated in the Starlight Parade� ►Implemented Coed Youth Volleyball League. ►Lauderbach Park Grand Re-Opening ►Partnered with CVESD for scholarships for homeless children. ►Rebranded Senior Walking group-Norman Park Sole Walkers. ►Continued partnership with the Chula Vista Elementary School district to provide sports leagues for the faculty� ►Continued Chula Vista’s Elementary Learn to Swim Program: fourth graders are provided swim lessons, water safety, sun safety, which continues to be funded through a grant provided by Kaiser Foundation. Received $93,500 for the program. Page 694 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 165 DEPARTMENT SUMMARY REPORTS → Parks And Recreation KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Facility Attendance at Norman Park Senior Center 63,403 65,000 65,000 Number of Enrolled in Recreation Classes & Activities 26,261 28,000 29,000 Facility Attendance at Recreation Facilities 705,662 850,000 850,000 Number of Enrolled Teams in Adult Sports Leagues 572 580 580 Volunteers for the Parks & Recreation / Equivalent Cost Savings 82/$18,175 90/$19,000 90/$19,000 Significant Budget Adjustments & Service Impacts Revenues ■Increase in Charges for Services revenues of $842,913 for expanded special interest classes, recreation programming, and swimming pool activity. ■Increase in Use of Money and Property revenues of $354,846 for increased rentals of Parks and Recreation facilities� Expenditures ■Increase in Personnel Services expenditures of $1,014,615 due to the mid-year addition of 1.0 FTE Director of Parks and Recreation and 1.0 FTE Assistant Director of Parks and Recreation, and reduction of 1.0 FTE Parks and Recreation Administrator and 0.5 FTE Director of Community Services; addition of 1.0 FTE Management Analyst II and reduction of 1.0 FTE Administrative Technician, and hourly staffing in FY 2025. This increase also includes projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). ■Increase in Supplies and Services expenditures of $344,280 for independent contractors for programming, and equipment and furnishings. Page 695 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 166 DEPARTMENT SUMMARY REPORTS → Parks And Recreation (17) PARKS AND RECREATION Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 3,834,174 1,459,279 1,899,137 1,954,673 55,536 Hourly Wages 1,391,932 1,363,957 964,879 1,875,526 910,647 Overtime 39,654 3,058 4,193 4,193 - Health Benefits 756,574 242,061 320,085 333,115 13,030 Retirement Benefits 443,461 199,068 267,345 257,063 (10,282) Other Personnel Expense 432,386 170,649 (6,910) 38,774 45,684 Personnel Expenses Subtotal 6,898,180 3,438,072 3,448,729 4,463,344 1,014,615 Supplies and Services 1,217,863 883,937 484,406 828,686 344,280 Other Expenses 118,204 166,987 20,000 170,000 150,000 Other Capital 37,049 6,913 26,423 26,423 - Utilities 3,026,710 332,207 321,793 407,421 85,628 Internal Service Charges 335,210 15,970 28,060 29,011 951 Non-Personnel Expenses Subtotal 4,735,036 1,406,015 880,682 1,461,541 580,859 Total Expenditures $ 11,633,216 $ 4,844,087 $ 4,329,411 $ 5,924,885 $ 1,595,474 Fines and Penalties (25,397) - - - - Revenue from Other Agencies - (18,605) - - - Charges for Services (1,629,247) (2,099,929) (1,294,830) (2,137,743) (842,913) Use of Money and Property (1,453,839) (1,670,269) (1,293,755) (1,648,601) (354,846) Other Revenues (418,650) (263,366) (260,455) (305,180) (44,725) Transfers In (114,000) (20,000) - - - Total Revenues $ (3,641,133) $ (4,072,168) $ (2,849,040) $ (4,091,524)$ (1,242,484) Net Program Expenditures $ 7,992,083 $ 771,919 $ 1,480,371 $ 1,833,361 $ 352,990 Revenue Recovery % 31% 84% 66% 69% 3% Authorized Full Time Positions 56.50 60.50 19.50 20.00 0.50 Budget Restructuring: The Park Rangers, Park Maintenance, and Park Operations Administration Divisions were moved from the Parks and Recreation Department to the Public Works Department in FY 2023. Page 696 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 167 DEPARTMENT SUMMARY REPORTS → Parks And Recreation Parks & Recreation (20.00) Administration Total GF FTE 20.00 Total Non GF FTE 0.00 Total Dept FTE 20.00 SportsSenior Services Recreation Facilities Mount San MiguelNorman Park Senior Center Chula Vista Woman’s Club Aquatics Adult Athletics Heritage Park Rec Center Parkway Pool Athletics & Ballfield Management Loma Verde Pool Youth Athletics Loma Verde Rec Center Montevalle Rec Center Otay Recreation Center Parkway Rec Center Salt Creek Rec Center Veterans Rec Center ORGANIZATIONAL CHART Page 697 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 698 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 169 DEPARTMENT SUMMARY REPORTS → Library Library INFORMATION WEBSITE www.chulavistalibrary.com PHONE (619) 691-5170 EMAIL libraryinfo@chulavistaca.gov The mission of the Chula Vista Public Library is to increase knowledge and enrich lives within the community. This is accomplished by connecting people equitably to responsive programs, services and resources that reflect the ideals of a democratic society. The Department’s vision is that the Chula Vista Public Library be the community’s family room, a welcoming and inviting place to learn, connect, explore, experience and reflect. The Chula Vista Public Library is comprised of three dynamic state-of-the-art libraries delivering books, magazines, newspapers, information services, DVD’s, CD’s, free public access computers, free Wi-Fi, passport application services, and community programming to the City’s residents nearly every day of the year. The South Chula Vista Branch Library and the Civic Center Branch Library offer full library service in English and Spanish. The Otay Ranch storefront branch, located in the Otay Ranch Town Center Mall is an exciting community-based partnership providing a location especially suited for young families and students. From the library’s interactive and user-friendly homepage, residents can request or renew books, pay fines, browse digitized photos from Chula Vista’s past, use premium subscription databases and research materials, learn a language, practice civil service and academic tests, download e-books, music, and digital audiobooks, check out the calendar of library events, and register for programs via remote access 24 hours a day, from home, work or school. The Chula Vista Public Library offers numerous programs, activities and events to the community’s children, teens and adults. These include summer reading programs for all ages, after school activities, homework help, free film festivals, art exhibits, and concerts. The library provides a variety of public spaces available for use by community groups, as well as bridging the digital divide by providing laptops and wi-fi hotspots for home use. As part of the library’s thriving volunteer program, residents may read to children and help with early literacy and youth activities, tutor students, staff the Adult Literacy and ESL (English as a Second Language) center, help in the library’s bookstores, work on library projects, and assist with special events. Page 699 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 170 DEPARTMENT SUMMARY REPORTS → Library MISSION STATEMENT The mission of the Chula Vista Public Library is to increase knowledge and enrich lives within the community. We accomplish this by connecting people equitably to responsive programs, services and resources in a manner that reflect the ideals of a democratic society. STRATEGIC GOALS Connected Community ■Explore New Library facility ●Identify opportunities to open a community services hub on the east side of the City. Continue planning process for library at Millenia site. ↘STATUS: ►Since September 2022, the City of Chula Vista has been in the planning and building phase of the Millenia Library, a multi-use library which will serve a larger vision of public, education and industry use. The facility is set to open in late 2025 for public use, providing our first city library built since 1995. ►In 2024, the Library coordinated a move towards a new space in the Otay Ranch Town Center mall and executed a renewal of the lease for the Otay Ranch Branch. The new space opened in April 2024 in a larger public space, moving from 2,200 square feet to 4,000 square feet and allowing more study space for the Chula Vista community� ►The Chula Vista Public Library has been awarded nearly $19.5 million in state grants to make critical upgrades at the Civic Center and South Branch libraries. The grants each total $9,735,000 and are part of the California State Library’s Building Forward Library Facilities Improvement Program. The renovations are expected to be completed in 2027. ■Expand library hours ●Expand early literary services. Open a new library branch on the east side of the City. Create high interest events designed to spark positive media attention. ↘STATUS: ►The Library continues to be a part of the State Library’s Stay and Play Early Literacy Initiative. The Stay and Play Initiative is a library service model specifically designed to serve and support the needs of informal childcare providers, often referred to as Family, Friend, and Neighbor or FFNs. Stay & Play is designed to be offered over time and includes weekly in-person gatherings as well as targeted online resources. As a part of this initiative, the Library offers special Stay and Play programs at its locations. To date, the library has offered over 40 programs with over 800 attendees participating. ■Create and use effective partnerships to leverage the Library’s reach into the community. ↘STATUS: ►The Library continues to build connections within the Chula Vista community. The Library continued to partner with Chula Vista Elementary School District to provide Science, Technology, Engineering, Arts and Mathematics (STEAM) classes from the Innovation Station and Energy Station, both in person and virtually. This year the Library and the school district have continued to grow the partnership to reach the Chula Vista community, by opening the Sound Station in July 2023. The Stations create an innovative learning experience through a rigorous 21st Century learning environment that is rooted in effective teaching practices and high-quality instruction. Their mission is to nurture every child’s imagination, intellect, and sense of inquiry through the District’s 48 schools that serve nearly 26,000 students, primarily in grades K-6, with over 4,000 students visiting the Station experiences annually. Page 700 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 171 DEPARTMENT SUMMARY REPORTS → Library ■Provide successful library programming, services, and facilities ●Evaluate current programs, facilities, and services. Identify optimum candidates for affordable, effective improvement and expansion. ↘STATUS: ►The Library continues to grow its cultural arts programming. In September 2023, the Library held Chula Vista’s first ever arts festival — the latest in a series of ongoing efforts to strengthen the local arts community. The inaugural Chula Vista Art Fest brought together dozens of local artists who displayed and sold their work on the courtyard outside Chula Vista City Hall. The event also featured food trucks, live painting, art exhibits, music, and dance performances. The event boasted an attendance of over 6,000 community members. ►In 2024, the Library revived the Performing Visual Arts Grant to support arts in the Chula Vista community. The grant fund supports art projects in dance, design arts, media arts, music, photography, theater, traditional/folk arts, visual arts, or interdisciplinary expressions involving more than one of the above fields. This grant provides the city with an opportunity to increase public awareness of, and participation in, performing and cultural arts in the community. Awardees will be announced in the Summer 2024. ►In early 2024, the Library continued to support passport services and opened its third acceptance facility at the South Chula Vista Library for service. ►The Library will once again be involved in the California State Library’s Lunch at the Library Initiative in the 2024 year. In partnership with the Chula Vista Elementary School District, the Library will be offering lunch and snack during school breaks. For many families, the stability, nutrition, and education provided during the school year end when school lets out for summer. During the summer months, children and teens in low-income families often have reduced or limited access to healthy food. The Lunch at the Library program exists to meet this need while sharing information about other resources available at the library and in the community. In 2023, the Library has served over 1,200 meals to kids in the Chula Vista community. ►The Library was awarded a $30,000 grant from the California State Library in partnership with California Revealed the Memory Lab Grant Program. The grant would provide Library staff and patrons with guidelines, tools, and training for personal analog and digital archiving. The grant funds will allow the Library to purchase new equipment to develop an innovative do-it-yourself innovative digital preservation workstation that meets the transfer needs of our community residents. This digital preservation workstation will include scanning equipment and software which can accommodate photographs (prints, negatives and slides), documents, audio cassettes, VHS/VHS-C cassettes, DV/miniDV cassettes, 8mm/Super 8mm film, CDs, DVDs, and 3.5” Floppy disks. This opportunity allows patrons to have access to knowledgeable library staff. as well as instructions and orientations that explain how to digitize materials. Our mission is to provide users with the tools needed for the conversion and analysis of their digital projects so that they can ultimately proceed independently� ►The Library was awarded California State Library’s Sustainable California Libraries grant program which funds climate and sustainability related community-driven programming for adults and intergenerational groups. The initiative also fosters connections between California library workers supporting climate resilience in communities. The purpose of these grants is to fund services, programming, and educational opportunities focused on sustainability and climate resilience. Chula Vista Public Library was one of fifteen libraries awarded Sustainable California Grant from California State Library to fund seed libraries all three Chula Vista Library branches by April 2024 as well as create gardening education programs for Chula Vista residents to sustain local food systems and encourage seed biodiversity. ►In 2023-2024, the city continues to work towards the revitalization of 50 North Fourth Avenue, Casa Casillas, which will provide the community a space dedicated to arts, for exhibition, incubation, and development of artistic capabilities. This facility will be supporting programs and activities that provide community members with creative expression and social engagement have proven to be beneficial to both the individual and the community at large. Through Casa Casillas, the Chula Vista Public Library plans on providing arts classes, art exhibitions, and providing opportunities for artists in residence with a planned opening in late 2024. Page 701 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 172 DEPARTMENT SUMMARY REPORTS → Library KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Internet sessions per capita 0�40 0�44 0�44 Program attendance per capita 0�30 0�40 0�43 Visitor count per capita 3�20 3�30 3�40 Circulation per capita 2.10 2.15 2.18 SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■Increase in Personnel Services expenditures of $339,825 due to the mid-year addition of 1.0 FTE Director of Library Services and reduction of 0.5 FTE Director of Community Services and 1.0 FTE City Librarian; additional hourly staffing added in FY 2025. This increase also includes projected salary increases along with CalPERS unfunded actuarial liability costs (UAL). Page 702 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 173 DEPARTMENT SUMMARY REPORTS → Library (18) LIBRARY Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Expenses Salaries 1,346,247 1,531,689 1,858,232 1,920,002 61,770 Hourly Wages 531,388 583,303 699,999 883,368 183,369 Health Benefits 221,573 243,813 309,465 332,067 22,602 Retirement Benefits 156,002 177,968 245,157 247,027 1,870 Other Personnel Expense 157,118 136,782 9,006 79,220 70,214 Personnel Expenses Subtotal 2,412,329 2,673,555 3,121,859 3,461,684 339,825 Supplies and Services 240,540 266,671 418,427 433,427 15,000 Other Expenses 360 360 400 400 - Utilities 234,442 312,941 260,278 254,384 (5,894) Internal Service Charges 3,180 2,730 4,719 4,879 160 Non-CIP Project Expenditures 200,078 189,922 - - - Non-Personnel Expenses Subtotal 678,600 772,625 683,824 693,090 9,266 Total Expenditures $ 3,090,929 $ 3,446,180 $ 3,805,683 $ 4,154,774 $ 349,091 Fines and Penalties (19,679) (15,625) - - - Revenue from Other Agencies (80,111) - - - - Charges for Services (790,467) (589,086) (977,100) (804,058) 173,042 Use of Money and Property (14,627) (19,434) (18,270) (18,270) - Other Revenues 82 1,274 (7,236) (7,236) - Transfers In (243,078) (16,000) - - - Total Revenues $ (1,147,880) $ (638,872) $ (1,002,606) $ (829,564)$ 173,042 Net Program Expenditures $ 1,943,049 $ 2,807,308 $ 2,803,077 $ 3,325,210 $ 522,133 Revenue Recovery % 37% 19% 26% 20% (6%) Authorized Full Time Positions 24.00 23.00 23.00 22.50 (0.50) Page 703 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 174 DEPARTMENT SUMMARY REPORTS → Library Library (22.50) Administration Branch Operations Civic Center Branch Operations Museum Cultural Arts Literacy South Chula Vista Branch Operations Total GF FTE 22.50 Total Non GF FTE 0.00 Total Dept FTE 22.50 Otay Ranch Branch Operations ORGANIZATIONAL CHART Page 704 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DEVELOPMENT SERVICES FUND Page 705 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 706 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 177 Development Services fund Development Services Fund The Development Services Fund is an enterprise fund, accounting for revenues and expenditures related to the processing of development plans and permits. Enterprise funds are self-supporting, where revenues cover expenses. Enterprise funds allow for operating expenses to be adjusted with changes in demand, avoiding impacts to the General Fund when revenue fluctuations occur because of changes in development activity throughout the City. The Development Services Fund provides Planning, Building, Engineering, Landscape Architecture, and permitting 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; public infrastructure construction, grading and building permits. Revenues Development related revenues consist of two categories: development processing fee revenues and deposit-based revenues. Development processing fee revenues include building permits, planning fees, other building department fees, and engineering fees. Deposit-based revenues are generated through staff time reimbursements related to specific projects. The City is anticipating that the following major projects will continue to move forward in fiscal year 2025: ■Bayfront Redevelopment Project ■Millenia Project ■Freeway Commercial North ■Otay Ranch Villages ■Sunbow II, Phase 3 ■Chula Vista Center mixed-use project ■Otay Ranch Town Center mixed-use project ■University Land Entitlement Projects The following table compares the fiscal year 2024 Adopted Budget revenues to the fiscal year 2025 Proposed Budget revenues. Development Services Fund Revenues Category FY 2024 Adopted FY 2025 Proposed Change % Change Licenses and Permits $ 4,222,895 $ 4,722,895 $ 500,000 11.8% Charges for Services $ 6,660,122 $ 6,907,836 $ 247,714 3.7% Other Revenue $ 737,985 $ 737,985 $ - -% Transfers In $ 588,991 $ 582,991 $ (6,000) (1.0%) Taxes $ 50,000 $ 50,000 $ - -% Total Revenues $ 12,259,993 $ 13,001,707 $ 741,714 6.0% Page 707 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 178 Development Services fund Expenditures Development related expenditures support personnel costs, training costs for technical staff, and maintenance costs for Development Services software applications. The fiscal year 2025 Proposed Budget includes funding for 63.0 positions in the Development Services Fund. The following table compares the fiscal year 2024 Adopted Budget expenditures to the fiscal year 2025 Proposed Budget expenditures. Development Services Fund Expenditures Category FY 2024 Adopted FY 2025 Adopted Change % Change Personnel Services $ 8,590,220 $ 8,799,023 $ 208,803 2.4% Supplies and Services $ 1,019,184 $ 1,021,852 $ 2,668 0.3% Other Expenses $ 1,182,597 $ 1,192,082 $ 9,485 0.8% Other Capital $ 85,500 $ 85,500 $ - -% Utilities $ 3,073 $ 3,073 $ - -% Internal Service Charges $ 65,938 $ 68,173 $ 2,235 3.4% Transfers Out $ 2,861,577 $ 2,824,695 $ (36,882) (1.3%) Total Expenditures $ 13,808,089 $ 13,994,398 $ 186,309 1.3% Page 708 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 179 Development Services fund DEVELOPMENT SERVICES FUND (408) Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 6,319,916 7,378,931 8,590,220 8,799,023 208,803 Supplies and Services 968,652 1,428,032 1,019,184 1,021,852 2,668 Other Expenses 1,186,103 1,238,681 1,182,597 1,192,082 9,485 Other Capital 31,127 80,893 85,500 85,500 - Utilities 2,747 3,814 3,073 3,073 - Internal Service Charges 37,952 39,725 65,938 68,173 2,235 Transfers Out 2,389,955 2,393,036 2,861,577 2,824,695 (36,882) Total Expenditures $ 10,936,452 $ 12,563,112 $ 13,808,089 $ 13,994,398 $ 186,309 Licenses and Permits (4,489,941) (4,755,476) (4,222,895) (4,722,895) (500,000) Charges for Services (5,550,528) (6,443,133) (6,660,122) (6,907,836) (247,714) Other Revenue (766,583) (729,075) (737,985) (737,985) - Transfers In (661,343) (871,730) (588,991) (582,991) 6,000 Use of Money and Property (45,104) (63,713) - - - Taxes (114,335) (51,540) (50,000) (50,000) - Total Revenues $ (11,627,834) $ (12,914,667) $ (12,259,993) $ (13,001,707)$ (741,714) Net Program Expenditures $ (691,383) $ (351,555) $ 1,548,096 $ 992,691 $ (555,405) Page 709 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 710 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SUCCESSOR AGENCY AND HOUSING FUNDS Successor Agency Funds Housing Authority Funds Page 711 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 712 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SUCCESSOR AGENCY FUNDS Page 713 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 714 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → SUCCESSOR AGENCY FUNDS 185 Successor Agency Funds The Chula Vista Redevelopment Agency was created on October 24, 1972 by City Council Ordinance. The goals of the former Redevelopment Agency were to reduce blight and to encourage new development, reconstruction, and rehabilitation of residential, commercial, industrial, and retail uses. Since the Agency’s creation, the City adopted and amended six project areas to encompass a total of approximately 3,563 acres of City territory. Land uses within these areas are mostly commercial and industrial, but also includes some residential and public uses (e.g., governmental administrative centers, corporation yards, streets, etc.). On December 29, 2011, amidst a state fiscal emergency, the California Supreme Court upheld Assembly Bill (AB) 26 dissolving California redevelopment agencies. Effective February 1, 2012, all redevelopment agencies were dissolved, and the City of Chula Vista assumed the role of Successor Agency to the Chula Vista Redevelopment Agency (City Council resolution 2011-164). The Successor Agency is responsible for the wind down of the former Redevelopment Agency activities and obligations. The Successor Agency will continue to oversee all legally enforceable obligations as well as dispose of the former Redevelopment Agency assets. As required by AB 26, an Oversight Board, composed of affected taxing entities within the City, was created. The primary responsibility of the Oversight Board is reviewing and approving the annual Recognized Obligation Payment Schedule and serving in a fiduciary role to the taxing entities that the Oversight Board represents. The Oversight Board transitioned to one central County Oversight Board in fiscal year 2019. Fund Descriptions The Successor Agency budget is organized into a Redevelopment Obligation Retirement Fund (RORF) and debt service funds. The RORF accounts for the staffing and other expenditures required in winding down activities of the former Redevelopment Agency. The Debt Service funds are used to pay for the former Redevelopment Agency’s debt service on its outstanding Tax Allocation Bonds, loans and other debt of the former Redevelopment Agency. Operating Funds ■Fund 318: Redevelopment Obligation Retirement Fund (RORF) The RORF serves as the primary operating funds in the winding down of the former Redevelopment Agency. This fund is used to pay the documented enforceable obligations of the former redevelopment agency that have been approved by the Successor Agency Oversight Board and the State Department of Finance. Debt Service Funds The Debt Service funds are used to pay for former Redevelopment Agency debt service on its outstanding Tax Allocation Bonds, loans and other debt of the former Redevelopment Agency. ■Fund 666: 2016 Tax Allocation Refunding Bonds (TARBs) In July 2016, the Successor Agency issued the Tax Allocation Refunding Bonds in the amount of $29,315,000 to refinance the Agency’s outstanding 2006 Senior Tax Allocation Refunding Bonds, Series A, 2006 Subordinate Tax Allocation Refunding Bonds, Series B, and the 2008 Tax Allocation Refunding Bonds. The Annual Debt Service is paid from property tax increments generated in the project areas. The term of the bonds runs through 2036. ■Fund 692: Long Term Advances Debt Service Fund – Redevelopment Agency This fund was established to account for Redevelopment Agency inter-fund loans. Page 715 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → SUCCESSOR AGENCY FUNDS 186 Revenues A summary of revenues by category are listed below: ■Property Taxes – The revenues in this category are received due to the dissolution of the Redevelopment Agency. Property tax increment revenues are now received by the County of San Diego and will be distributed to the Successor Agency based on documented enforceable obligations that have been approved by both the Successor Agency Oversight Board and the State Department of Finance. For fiscal year 2025, revenues decreased in comparison to the fiscal year 2024 Adopted Budget based on technical corrections to the baseline budget and updated redevelopment property tax trust fund allocation information from the County Auditor & Controller. The table below provides a revenue comparison of the fiscal year 2024 Adopted Budget to the fiscal year 2025 Proposed Budget. The table does not reflect the revenue budget of the debt service funds which are reflected in the debt service section of the budget document. Redevelopment/Successor Agency Operating Fund Revenues Category Fund 318 FY 2024 Adopted Fund 318 FY 2025 Proposed Change % Change Property Taxes $ 4,967,150 $ 3,229,247 $ (1,737,903) (35.0%) Total Revenues $ 4,967,150 $ 3,229,247 $ (1,737,903) (35.0%) Expenditures Expenditures for fiscal year 2025 are winding down for the former Redevelopment Agency activities and documented enforceable obligations� ■Supplies & Services – The supplies and services expenditure category decreased by $121 thousand as compared to the fiscal year 2024 Adopted Budget based on the winddown of the Successor Agency and reduction in staff time activities. ■Transfers Out – The transfers out expenditure category accounts for the required debt service for the Successor Agency. Bonded debt service for the 2016 TARBS is approximately $2.8 million. The Transfers Out category has decreased slightly due to the scheduled decrease of the debt service payments related to the 2016 Tax Allocation Refunding Bonds. The table below provides a comparison of the 2024 Adopted Budget expenditures to the fiscal year 2025 Proposed Budget expenditures. Redevelopment/Successor Agency Operating Fund Expenditures Category Fund 318 FY 2024 Adopted Fund 318 FY 2025 Proposed Change % Change Supplies and Services $ 6,000 $ 11,500 $ 5,500 91.67% Other Expenses $ 490,926 $ 369,730 $ (121,196) (24.69%) Transfers Out $ 2,797,612 $ 2,796,211 $ (1,401) (0.1%) Total Expenditures $ 3,294,538 $ 3,177,441 $ (117,097) (3.6%) Page 716 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → SUCCESSOR AGENCY FUNDS 187 RDA SUCCESSOR AGENCY FUND (318) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 7,050 5,881 6,000 11,500 5,500 Other Expenses 442,950 217,931 490,926 369,730 (121,196) Transfers Out 2,794,881 2,796,882 2,797,612 2,796,211 (1,401) Total Expenditures $ 3,244,881 $ 3,020,693 $ 3,294,538 $ 3,177,441 $ (117,097) Property Taxes (3,541,005) (3,363,658) (4,967,150) (3,229,247) 1,737,903 Use of Money and Property (47,367) (61,626) - - - Total Revenues $ (3,588,372) $ (3,425,284) $ (4,967,150) $ (3,229,247)$ 1,737,903 Net Program Expenditures $ (343,491) $ (404,591) $ (1,672,612) $ (51,806)$ 1,620,806 Page 717 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → SUCCESSOR AGENCY FUNDS 188 DEBT SERVICE - SUCCESSOR AGENCY FUND (666, 692) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change FY 2025 Adopted Change Expenditures Supplies and Services 4,000 4,000 5,000 5,000 - - (5,000) Other Expenses 779,596 703,609 2,790,101 2,788,700 (1,401) - (2,790,101) Total Expenditures $ 783,596 $ 707,609 $ 2,795,101 $ 2,793,700 $ (1,401) $ -$ (2,795,101) Revenues Other Revenue - (4,788,560) - - - - - Transfers In (2,847,054) (2,796,882) (2,795,101) (2,793,700) 1,401 - 2,795,101 Use of Money and Property (16) (826) - - - - - Total Revenues $ (2,847,070) $ (7,586,268) $ (2,795,101) $ (2,793,700)$ 1,401 $ -$ 2,795,101 Net Program Expenditures $ (2,063,475) $ (6,878,658) $ - $ -$ - $ -$ - DEBT SERVICE - SUCCESSOR AGENCY FUND (666, 692) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change FY 2025 Adopted Change Expenditures 666-2016 TARBs 783,596 707,609 2,795,101 2,793,700 (1,401) 2,793,700 (1,401) Total Expenditures $ 783,596 $ 707,609 $ 2,795,101 $ 2,793,700 $ (1,401) $ 2,793,700 $ (1,401) 666-2016 TARBs (2,794,897) (2,797,707) (2,795,101) (2,793,700) 1,401 (2,793,700) 1,401 692-Long-Term Advances DSF-RDA SA (52,173) (4,788,560) - - - - - Total Revenues $ (2,847,070) $ (7,586,267) $ (2,795,101) $ (2,793,700)$ 1,401 $ (2,793,700)$ 1,401 Net Program Expenditures $ (2,063,475) $ (6,878,658) $ - $ -$ - $ -$ - Page 718 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOUSING FUNDS Page 719 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 720 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → HOUSING FUNDS 191 Housing Authority Funds The Housing Authority was formed in 1993. A Housing Authority can provide tax-exempt bond financing, own and operate housing, and operate various housing programs. The Section 8 Housing Choice Voucher program, including public housing in Chula Vista, is operated by the County of San Diego Housing Authority. With the elimination of the City’s Redevelopment Agency in 2012, the Housing Authority assumed the housing functions of the former Redevelopment Agency, becoming a “Successor Housing Agency”. Housing Authority staff provides comprehensive housing services for the City including new affordable housing development and program administration. The Chula Vista Housing Authority fund is the clearinghouse for all housing related staff activity. Included in this fund are personnel expenses which are reimbursed by various funding sources such as the US Department of Housing and Urban Development Grant Funds and Low/Moderate Income Housing Funds. The Housing Fund will receive funds for staff time reimbursements for managing the City’s Affordable Housing projects and programs, administering State and Federal Grant Programs, and for monitoring bond covenants for multifamily housing revenue bonds issued by the City’s Housing Authority. The Housing Authority focuses on the development of sustainable neighborhoods through investments in and administration of programs that seek to improve, preserve, and increase the supply of affordable housing in Chula Vista and serve low income residents such as: ■Long-range planning of housing goals and annual monitoring of Housing Element goals ■Predevelopment financing ■Financing and assistance in the production of affordable rental housing through new construction and acquisition/ rehabilitation ■Rehabilitation grants and loans for small owner-occupied and rental properties ■Providing rental assistance ■Expanding home ownership opportunities for first-time homebuyers ■Assistance to homeless shelter/service providers ■Overseeing contracts with social service agencies for the provision of services to low/moderate income residents ■Developing and implementing policies and programs related to affordable housing Fund Descriptions Operating Funds ■Fund 313: Chula Vista Housing Authority The Chula Vista Housing Authority Fund accounts for all housing related activities funded through the Low/ Moderate Income Housing Fund and those eligible for reimbursement such as the U.S. Department of Housing and Urban Development Block Grant Funds. ■Fund 319: Successor Agency Housing Fund The City’s Housing Authority became the Successor Housing Agency. This fund accounts for all assets originally held by the Low and Moderate Income Housing fund and will account for activities similar to the Low and Moderate Income Housing program. The fund revenues are not discretionary and must be used for the production of affordable housing� Page 721 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → HOUSING FUNDS 192 Revenues Below is a summary of fiscal year 2025 changes by category: The table provides a comparison of the fiscal year 2024 Adopted Budget to the fiscal year 2025 Proposed Budget revenues. The table does not reflect the revenue budget of the debt service funds which are reflected in the debt service section of the budget document. Housing Authority Operating Fund Revenues Category Funds 313/319 FY 2024 Adopted Funds 313/319 FY 2025 Proposed Change % Change Charges for Services $ 1,545,342 $ 1,771,380 $ 226,038 14.6% Use of Money and Property $ 215,000 $ 215,000 $ - -% Other Revenue $ 902,407 $ 902,407 $ - -% Transfers In $ 3,000 $ 3,000 $ - -% Total Revenues $ 2,665,749 $ 2,891,787 $ 226,038 8.5% Expenditures Expenditure changes for fiscal year 2025 for the Housing Authority are summarized below: The table below provides a comparison of the fiscal year 2024 Adopted Budget to fiscal year 2025 Proposed Budget. The table does not reflect the debt service expenditure budget which is discussed in the debt service section of this document� Successor Housing Agency Operating Fund Expenditures Category Funds 313/319 FY 2024 Adopted Funds 313/319 FY 2025 Proposed Change % Change Personnel Services $ 1,417,768 $ 1,579,933 $ 162,165 11.4% Supplies and Services $ 367,900 $ 367,900 $ - -% Other Expenses $ 2,051,000 $ 2,051,000 $ - -% Other Capital $ 6,000 $ 6,000 $ - -% Utilities $ 662 $ - $ (662) (100.0%) Transfers Out $ 462,661 $ 373,092 $ (89,569) (19.4%) Total Expenditures $ 4,305,991 $ 4,377,925 $ 71,934 1.7% Page 722 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → HOUSING FUNDS 193 CHULA VISTA HOUSING AUTHORITY (313) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 713,135 865,635 1,417,768 1,579,933 162,165 Supplies and Services 178,473 343,066 310,000 310,000 - Other Expenses 29,143 42,860 42,500 42,500 - Utilities - - 662 - (662) Internal Service Charges - 25 - - - Transfers Out 368,934 368,819 452,803 363,234 (89,569) Total Expenditures $ 1,289,686 $ 1,620,405 $ 2,223,733 $ 2,295,667 $ 71,934 Revenues Charges for Services (406,412) (383,518) (1,545,342) (1,771,380) (226,038) Use of Money and Property (84,102) (163,739) - - - Other Revenue (826,943) (779,083) (647,407) (647,407) - Transfers In (15,000) (6,000) (3,000) (3,000) - Total Revenues $ (1,332,456) $ (1,332,340) $ (2,195,749) $ (2,421,787)$ (226,038) Net Program Expenditures $ (42,771) $ 288,064 $ 27,984 $ (126,120)$ (154,104) Page 723 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Successor Agency And Housing Funds → HOUSING FUNDS 194 HOUSING SUCCESSOR AGENCY FUND (319) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 1,190 425 57,900 57,900 - Other Expenses 3,337 2,289 2,008,500 2,008,500 - Other Capital 2,700 2,025 6,000 6,000 - Transfers Out 6,269 5,262 9,858 9,858 - Total Expenditures $ 13,496 $ 10,001 $ 2,082,258 $ 2,082,258 $ - Revenues Use of Money and Property (325,523) (466,994) (215,000) (215,000) - Other Revenue (138,420) (143,487) (255,000) (255,000) - Total Revenues $ (463,943) $ (610,481) $ (470,000) $ (470,000)$ - Net Program Expenditures $ (450,447) $ (600,480) $ 1,612,258 $ 1,612,258 $ - Page 724 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 195 DEPARTMENT SUMMARY REPORTS → Housing & Homeless Services Specific projects to address these priorities in fiscal year 2025 include the funding for permanent supportive housing, collaborate with the Homeless Outreach Team to implement Council priorities, pursue funding opportunities for expansion of homeless services, operations of the Chula Vista Bridge Shelter, affordable and middle-income housing development, first-time homebuyer and rental assistance programs, overseeing the Tenant Protection Ordinance, implementation of new Density Bonus and Inclusionary housing procedures, and administration of the Community Development Block Grants and other Housing & Urban Development funding programs. To support these efforts the Department has a Director who supervises a staff member in each of the priority areas including a Principal Management Analyst, Housing Manager, Homeless Solutions Manager, and a Management Analyst II. The Department’s efforts are better detailed below, listing specific responsibilities under each priority. ■Grant Administration and Compliance – the Principal Management Analyst leads a team consisting of a Management Analyst II and Senior Fiscal Office Specialist to provide day to day operations and customer service Housing & Homeless Services INFORMATION WEBSITE www.chulavistaca.gov/departments/development-services/housing PHONE (619) 691-5047 EMAIL affhousing@chulavistaca.gov The Department of Housing and Homeless Services was created in November 2022 to better address the housing needs of Chula Vista residents and to advance solutions for the City’s unhoused residents. The department manages important programs to meet the housing needs of City residents across all income levels. Priorities for the Department include grant administration for federal and state funds, maintaining and increasing the housing stock, providing essential services and programs both internally and through partnerships to initiate and sustain individual and family self-sufficiency, and overseeing the Healthy & Age-Friendly Initiatives to promote public health, wellness, and community livability for all ages. The Department has been strategically structured to address each priority and better serve the residents of Chula Vista in four main priority areas� Page 725 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 196 DEPARTMENT SUMMARY REPORTS → Housing & Homeless Services response. In addition, this team oversees grant administration, leads new grant applications and monitors and ensures compliance for grant requirements and other financial obligations of the Department and clients. ■Affordable Housing Preservation & Production – the Housing Manager oversees the production and preservation of affordable housing, the implementation of the Housing Element, and compliance with state laws through the supervision of a Senior Planner and Management Analyst II. ■Homeless Solutions and Prevention - Homeless Solutions Manager supervises a Homeless Services Specialist I that leads the efforts to address the needs of unhoused residents, oversee operations of the Emergency Bridge Shelter, and assist clients on their path to self-sufficiency. ■Community Initiatives – A Management Analyst I is assigned to pursue grants, policies, and programs related to the Healthy & Age-Friendly Initiatives. In addition to everyday operations, the Department of Housing and Homeless Services also works closely with the Housing and Homeless Advisory Commission and the Health, Wellness & Aging Commission which further branch into their respective task forces. MISSION STATEMENT Empower individuals & families – Build community resilience – Promote housing opportunities – Enhance quality of life The Department of Housing & Homeless Services strives to channel available resources, services and information needed to provide residents with affordable housing opportunities, essential services, and empowering community through partnerships to enhance quality of life and build resilience. STRATEGIC GOALS Operational Excellence ■Implementation of the 2021-2029 Housing Element Policies and Goals ●The Department of Housing and Homeless Services is committed to complying with State law regarding the Housing Element and related policies. The development and preservation of affordable housing is at the forefront of the Department’s efforts. ↘STATUS: ►In Progress - The City is required to provide the California Department of Housing and Community Development with an Annual Progress Report by April 1st of each year. The City submitted the 2023 Annual Progress Report by the deadline and adopted a comprehensive affordable housing production package in May 2023, toward furthering goals in the Housing Element. For specific timeframes related to goals see the Housing Element, Chapter 7 of the City’s General plan at https://www.chulavistaca.gov/departments/ development-services/planning/planning-digital-library/general-plan. In addition, the City will be working with the Development Services Department to streamline density bonus applications and will be launching a new web-based platform for applications and monitoring of loans in fiscal year 2025. ■Fiscal Responsibility and Administration of Grants ●The Department of Housing and Homeless Services works to implement the 2020-2025 Consolidated Plan and utilize grant funds as required and allowed to create opportunities for the vulnerable populations of the City of Chula Vista. In addition, staff continuously reviews grant applications in order to increase and enhance funding opportunities to provide critical services for the Chula Vista community. Page 726 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 197 DEPARTMENT SUMMARY REPORTS → Housing & Homeless Services ↘STATUS: ►In Progress - The City released a Notice of Funding Availability in February 2024 to solicit applications from qualified organizations that can provide necessary services to Chula Vista residents. The City is required to adopt an Annual Action Plan identifying the use and distribution of funds annually and submit such documentation to the U.S. Department of Housing and Urban Development by May 15th. During fiscal year 2025 the City will be following its Community Participation Plan process to update and adopt the 2026- 2030 Consolidated Plan� Economic Vitality ■Furthering Affordable Housing Options in the City ●The Department of Housing and Homeless Services continues to seek opportunities to apartment with qualified developers and service providers and facilitate the construction and provision of quality housing to meet the City’s diverse needs. ↘STATUS: ►In Progress - During fiscal year 2024 the City held one Tax Equity and Fiscal Responsibility Act (TEFRA) hearing to authorize the issuance of tax credits for a 56-unit senior housing project, purchased a 31-unit motel for conversion into permanent supportive housing, and issued a Request for Proposals (RFP) for $4.0 million toward additional permanent supportive housing units. Three (3) affordable housing complexes opened in 2023, increasing the affordable housing stock by almost three hundred (300) apartment units and anticipates another approximately three hundred (300) units breaking ground or opening in fiscal year 2025 (2024 - leasing Columba 200 units, Encelia 175 units, Casa Estilo 16 units & 2025 construction - Interfaith 58 units, Congregational Place 56 units, V2 98 units, Paseo del Rey 90 units). ■Promote Programs and Services Related to Self-Sufficiency ●The Department of Housing and Homeless Services seeks to provide programs that meet individuals where they are and give a hand up to improve their quality of life and standard of living. ↘STATUS: ►In Progress - The City partners with local organizations to help unhoused residents meet these goals through weekly outreach. These partnerships include McAllister Institute, Alpha Project, County of San Diego, Veterans Administration, CityNet, SBCS, Clean the World, East County Transitional Living Center, Family Health Centers, etc. In addition, the City opened the first Emergency Bridge Shelter in the South Bay area in May 2023 and conducted extensive education and was given specific policy direction on City Council priorities in December 2023. Page 727 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 198 DEPARTMENT SUMMARY REPORTS → Housing & Homeless Services KEY PERFORMANCE MEASURES FY 2023 Actual FY 2024 Estimated FY 2025 Projected Respond to constituent requests for information within three (3) business days from receipt of request 100% 100% 100% Maintain web based resources and information including dashboards for CVMC 9.65 Tenant Protection Ordinance and Homeless Housing Outcomes. * 100% 100% Perform file inspections of all City-regulated affordable projects, and physical inspections of 33% of City-regulated affordable projects. 100% 100% 100% Complete all 2021-2029 Housing Element implementation items falling under Department’s purview that set a completion target of 36 months of Housing Element adoption� 100% 100% 100% Assist households with homeless prevention programs, such as rehabilitation and rental assistance� TBD TBD 40 households Engage individuals in Community Participation Plan and adopt the 2026-2030 Community Plan� ** ** 50 individuals Provide resources to homeless individuals. 150 individuals 300 individuals 300 individuals * Department began using dashboards in fiscal year 2024 ** Department will begin the con plan process in fiscal year 2025 SIGNIFICANT BUDGET ADJUSTMENTS & SERVICE IMPACTS Revenues ■No significant budget adjustments. Expenditures ■Addition of 1.0 Homeless Services Specialist position. Page 728 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 199 DEPARTMENT SUMMARY REPORTS → Housing & Homeless Services (19) HOUSING & HOMELESS SERVICES Summary of Department Resources Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Salaries - 298,580 1,058,493 1,158,154 99,661 Hourly Wages - 42,132 - - - Health Benefits - 34,914 156,497 189,730 33,233 Retirement Benefits - 28,081 122,030 126,038 4,008 Other Personnel Expense - 4,269 58,322 82,539 24,217 Personnel Expenses Subtotal - 407,976 1,395,342 1,556,461 161,119 Supplies and Services - - - 4,200 4,200 Internal Service Charges - 25 - - - Non-Personnel Expenses Subtotal - 25 - 4,200 4,200 Total Expenditures $ - $ 408,001 $ 1,395,342 $ 1,560,661 $ 165,319 Charges for Services - - (1,395,342) (1,448,286) (52,944) Total Revenues $ - $ - $ (1,395,342) $ (1,448,286)$ (52,944) Net Program Expenditures $ - $ 408,001 $ - $ 112,375 $ 112,375 Revenue Recovery % N/A N/A 100% 93% 32% Authorized Full Time Positions - - 10.00 11.00 1.00 The Housing & Homeless Services Department was created in November 2022. Page 729 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 200 DEPARTMENT SUMMARY REPORTS → Housing & Homeless Services Housing & Homeless Services (11.00) Homeless Solutions & Prevention Total GF FTE 0.00 Total Non GF FTE 11.00 Total Dept FTE 11.00 Affordable Housing Preservation & ProductionAdministration Chula Vista Housing Authority Community Initiatives ORGANIZATIONAL CHART Page 730 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SEWER FUNDS Page 731 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 732 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 203 Sewer Funds Sewer Funds The Sewer enterprise funds account for revenues and expenditures related to the City’s Sewer programs, including maintenance and expansion of the City’s conveyance system and payment of San Diego Metro wastewater treatment costs� The City of Chula Vista provides wastewater conveyance and treatment services to approximately 50,000 billing accounts, including residential and non-residential uses. The wastewater generated by Chula Vista customers is collected and sent to treatment facilities in the South Bay and Point Loma through the City’s extensive sewer collection system, which consists of 13 pump stations and over 500 miles of sewer pipe. The San Diego Metropolitan Wastewater System (San Diego Metro) provides wastewater treatment services to the City of Chula Vista and most of the region per an agreement. The wastewater permit for the Point Loma Treatment Plant Advanced Primary requires a waiver which is renewed regularly. The last approved waiver application, submitted in 2015 to the Regional Water Quality Control Board and the Environmental Protection Agency was approved in April 2018 with special conditions. This included the requirement to implement the Pure Water Program. The 2005 Chula Vista Wastewater Master Plan (WWMP), which was updated in 2014, identifies a conservative planning level sewer generation rate of 230 gallons per equivalent dwelling units (EDU). The 2014 WWMP estimates the City’s ultimate sewer treatment capacity required for the currently planned build out condition will be 29.89 million gallons per day (MGD). However, current flow projections are lower with treatment capacity needs estimated at 19.9 MGD. The reduction in flow can be attributed, in part, to lowered use due to the increase in the cost of water and on-going water conservation efforts. The City’s buildout sewer capacity needs are projected to be between the WWMP and the current metered flow estimate. The Wastewater Engineering Section will continue to track water usage trends, changes in land use and population projections to validate current generation rates and project the ultimate need for the City. An update to the WWMP is currently underway, which will include an evaluation of the projected build out sewer needs. The following figure illustrates the City’s current trunk sewer network, which conveys flows to the San Diego Metro trunk sewer (shown in red). Some of the City’s sewer lines are used by the County of San Diego (County) and some of the County’s sewer pipelines are used by the City and coordinated through transportation agreements. The City has an existing transportation agreement with the County to use the Spring Valley Trunk sewer (shown in green). City’s Current Trunk Sewer Network Revenues The Sewer Fund derives the majority of its revenue from various service charges that are collected from system users. This fund also derives revenues from other sources such as permit fees for new connections to the sewer system, interest earnings from investments, development impact fees, transfers from other funds designated to support Sewer fund operations. Other revenues include revenue reimbursements from other City funds and various service charges. To ensure the future adequacy of the Sewer Funds, the City Council adopted the sewer rate case study that set the new sewer rates, which went into effect April 26, 2022 upon adoption and remains in effect through fiscal year 2026. Page 733 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 204 Sewer Funds Previously, the rates had not changed since July 1, 2018 and with the adoption of the new rates, increases began on July 1, 2022. One issue of continued importance is the sewage treatment costs through the City of San Diego. The recent permit required for treatment was renewed on the condition of implementation of a regional wastewater reuse program, Pure Water Program, which includes significant capital investments. The adopted sewer rate case study allows for increases or decreases in the costs from the City of San Diego to be adjusted annually to ensure more accuracy� Revenues for the Sewer Income Fund (Fund 411), the Trunk Sewer Capital Reserve Fund (Fund 413), the Sewer Service Revenue Fund (Fund 414) and the Sewer Facility Replacement Fund (Fund 428) are summarized in the following table: Sewer Fund Revenues Category FY 2024 Adopted FY 2025 Proposed Change % Change Licenses and Permits $ 40,000 $ 40,000 $ - 0.00% Charges for Services $ 46,770,000 $ 53,570,000 $ 6,800,000 0.15% Use of Money and Property $ 1,018,726 $ 1,185,726 $ 167,000 0.16% Other Revenues $ 5,000 $ 133,133 $ 128,133 25.63% Transfers In $ 199,000 $ 198,000 $ (1,000) -0.01% Total Revenues $ 48,032,726 $ 55,126,859 $ 7,094,133 0.15% Note: Revenue amounts include Sewer Operating Funds: 411, 413, 414, and 428. Note that Fund 430 is not included. Expenditures Sewer Fund operations and capital project programming contain no General Fund contributions. Sewer fund operations and capital programming costs are offset by fees paid by residential and non-residential users. In addition, other revenue sources generated within the Sewer Fund through normal operations fund 42.0 permanent positions that are contained in the fiscal year 2025 Proposed Budget. The City continues to focus on its Annual Sewer Rehabilitation Program, which ranges annually from $1,200,000 to $2,000,000 for the replacement and rehabilitation of sewer pipes, manholes, lift stations, access roads, and other sewer system components. The City utilizes standardized evaluation and ranking criteria to inspect and evaluate the condition of the entire system to prioritize sewer infrastructure for replacement or rehabilitation. City staff expenditures incurred supporting wastewater system maintenance and operations are funded by the Sewer Funds through a combination of direct expenditures and inter-fund transfers. Positions 100% funded by Sewer Funds are budgeted directly in the Sewer Funds. The remaining support staff is budgeted in either the General or Development Services Funds. These position costs are partially offset via inter-fund transfers. All supplies, services and utilities budgets associated with supporting the wastewater system are also budgeted in the Sewer Service Fund in fiscal year 2025. Capital Improvement Projects The second highest commitment of CIP funding is for the Wastewater Management System (WMS). The appropriation for Wastewater projects is approximately $4.3 million, which represents 7.07% of the adopted CIP budget. The capital projects are done through the use of enterprise funds coming from the Sewerage Facilities Replacement Fund. Sewer Projects ■An additional $800,000 is programmed for the Sewer Access Road Rehabilitation program, which improves access roads at various locations citywide and allows sewer infrastructure to be efficiently maintained. ■Approximately $3.2 million is programmed for the rehabilitation and upsize of Telegraph Canyon sewer basin. ■Funding of $340,000 is programmed for sewer manhole inspections, to complete a sewer Fees Analysis, and for the completion of a Sewer Cost of Service (Rate) Study. Page 734 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 205 Sewer Funds Sewer Fund expenditures are summarized in the table below: Sewer Fund Expenditures Category FY 2024 Adopted FY 2025 Proposed Change % Change Personnel Services $ 4,985,070 $ 5,278,868 $ 293,798 5.9% Supplies and Services $ 28,851,529 $ 34,689,858 $ 5,838,329 20.2% Other Expenses $ 719,826 $ 725,610 $ 5,784 0.8% Other Capital $ 1,393,473 $ 1,393,473 $ - -% Utilities $ 155 $ 155 $ - -% Internal Service Charges $ 525,169 $ 542,970 $ 17,801 3.4% Transfers Out $ 4,145,616 $ 4,360,705 $ 215,089 5.2% CIP Project Expenditures $ 475,000 $ 4,315,000 $ 3,840,000 808.4% Non-CIP Project Expenditures $ 64,600 $ 64,600 $ - -% Total Expenditures $ 41,160,438 $ 51,371,239 $ 10,210,801 24.8% Note: Expenditure amounts include Sewer Operating Funds: 411, 413 414, and 428. Note that Fund 430 is not included. Fund Descriptions ■Fund 411: Sewer Income Fund This fund is used to account for all revenues collected to recover the City’s costs incurred constructing the public wastewater system. The funds are collected from new properties receiving a permit to connect to the City’s wastewater collection system. The owner or person making the application for connection pays fees to the City as designated in the master fee schedule. Funds received are used for the acquisition, construction, reconstruction, maintenance and operation of sanitation or sewerage facilities, or to reimburse a subdivider or any person who has constructed sewer facilities benefiting other properties. The fund may also be used to reimburse the City for any expense incurred in connection with the construction and installation of any sewer facility including engineering work and acquisition of rights-of-way. ■Fund 413: Trunk Sewer Capital Reserve Fund The Trunk Sewer Capital Reserve Fund is used to account for the revenue derived from the sewer capacity charges or sewerage facility participation charges. The funds are collected from new properties or existing facilities to account for increases in sewer flow. Funds received may be used for the planning, design, or construction of sewerage collection or treatment or water reclamation purposes. ■Fund 414: Sewer Service Revenue Fund The Sewer Service Revenue Fund is used to account for monies collected from the monthly sewer service charge not going into the Sewer Facility Replacement Fund. Monies in this fund may be used for sewer related activities. The primary use of these funds is the payment of the operations and maintenance of the system assets including City’s annual San Diego Metropolitan Sewer Capacity and Maintenance fees. It can also be used to meet capital and planning needs� Page 735 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 206 Sewer Funds ■Fund 428: Sewer Facility Replacement Fund A portion of the revenues derived from the monthly sewer service charge is deposited into the Sewerage Facilities Replacement Fund. Monies in this fund are used for the purpose of paying the cost of refurbishment and/or replacement of deficient sewerage facilities including related evaluation, engineering, and utility modification costs� ■Funds 430: Sewer Development Impact Fee Funds These fees are levied against new development in specific areas of the City, based upon the sewer facility their project will impact. The monies collected are used to fund construction of public improvements designed to increase the capacity of the subject facilities, allowing the City to maintain service levels with increased demand. Page 736 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 207 Sewer Funds SEWER FUNDS (411 - 428) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 4,249,407 4,525,597 4,985,070 5,278,868 293,798 Supplies and Services 26,650,830 28,643,561 28,851,529 34,689,858 5,838,329 Other Expenses 499,564 594,090 719,826 725,610 5,784 Other Capital 1,508,302 466,634 1,393,473 1,393,473 - Utilities 86 120 155 155 - Internal Service Charges 485,323 551,182 525,169 542,970 17,801 Transfers Out 3,675,810 3,715,641 4,145,616 4,360,705 215,089 CIP Project Expenditures 2,160,064 4,869,543 475,000 4,315,000 3,840,000 Non-CIP Project Expenditures - - 64,600 64,600 - Total Expenditures $ 39,229,387 $ 43,366,365 $ 41,160,438 $ 51,371,239 $ 10,210,801 Licenses and Permits (18,920) (49,116) (40,000) (40,000) - Charges for Services (49,024,013) (45,286,518) (46,770,000) (53,570,000) (6,800,000) Use of Money and Property (2,473,246) (3,318,844) (1,018,726) (1,185,726) (167,000) Other Revenue (5,878,772) (10,103,049) (5,000) (133,133) (128,133) Transfers In (249,391) (203,806) (199,000) (198,000) 1,000 Total Revenues $ (57,644,342) $ (58,961,332) $ (48,032,726) $ (55,126,859)$ (7,094,133) Net Program Expenditures $ (18,414,955) $ (15,594,967) $ (6,872,288) $ (3,755,620)$ 3,116,668 Page 737 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 208 Sewer Funds SEWER FUNDS (411 - 428) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 411-Sewer Income 1,744 732,443 1,809 51,809 50,000 412-Special Sewer 0 0 - - - 413-Trunk Sewer Capital Reserve 466,781 3,322,552 203,895 203,895 - 414-Sewer Service Revenue 37,063,022 38,544,143 40,469,090 46,939,891 6,470,801 428-Sewer Facility Replacement 1,697,839 767,227 485,644 4,175,644 3,690,000 Total Expenditures $ 39,229,387 $ 43,366,365 $ 41,160,438 $ 51,371,239 $ 10,210,801 411-Sewer Income (37,672) (47,285) - - - 412-Special Sewer (7) (9) - - - 413-Trunk Sewer Capital Reserve (13,738,602) (11,383,474) (4,967,000) (6,134,000) (1,167,000) 414-Sewer Service Revenue (41,610,421) (45,172,018) (40,764,000) (46,691,133) (5,927,133) 428-Sewer Facility Replacement (2,257,640) (2,358,547) (2,301,726) (2,301,726) - Total Revenues $ (57,644,342) $ (58,961,332) $ (48,032,726) $ (55,126,859)$ (7,094,133) Net Program Expenditures $ (18,414,955) $ (15,594,967) $ (6,872,288) $ (3,755,620)$ 3,116,668 Page 738 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 209 Sewer Funds SEWER DIF FUNDS (430) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services - - 120,000 120,000 - Other Expenses 302,577 384,664 528,490 695,490 167,000 Transfers Out 2,740 - - - - CIP Project Expenditures 7,737 68,418 - - - Total Expenditures $ 313,054 $ 453,082 $ 648,490 $ 815,490 $ 167,000 Charges for Services (886,028) (832,475) (760,000) (842,000) (82,000) Use of Money and Property (73,054) (114,347) 402,000 - (402,000) Total Revenues $ (959,082) $ (946,821) $ (358,000) $ (842,000)$ (484,000) Net Program Expenditures $ (646,028) $ (493,739) $ 290,490 $ (26,510)$ (317,000) Page 739 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 740 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda FLEET FUND Page 741 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 742 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 213 Fleet Fund Fleet Fund The Fleet Fund is an internal service fund, which is used to finance and account for goods, special activities, and services performed by one City department for other City departments on a cost reimbursement basis. The Fleet Management fund consists of two functions, Central Garage Operations and Equipment Replacement. Funds are collected on an annual basis through each affected department’s operating budget and deposited in the Fleet Management Fund. The Central Garage Operations function maintains the City’s fleet of vehicles and equipment, both through City equipment mechanics and through contracts with local vendors for more specialized maintenance work, such as major transmission repairs. All City vehicles/equipment is maintained by the Central Garage including vehicles for public safety, streets and sewers, parks and open space, development services, housing and library. Services provided include maintenance and repair of vehicles, vehicle fuel, vehicle replacement, and other specialized services not directly related to any single vehicle. With the approval of Measure P, Fleet has been able to address the replacement of many older vehicles that had reached the end of their useful life. The replacement of the vehicles has generated new workload (ordering and outfitting vehicles) as vehicles had not been replaced at this rate in prior years; the new vehicles reduce maintenance costs and provide reliable vehicles for service delivery. Fleet recently upgraded its fleet management system software and is currently working on the replacement of the fuel management system. As part of the City’s goal to reduce greenhouse emissions, the City has a fleet of 33 electric vehicles and 77 hybrid vehicles with the corresponding charging stations to support those vehicles. Electric vehicles help reduce maintenance costs while making a positive impact on the environment. Revenues Revenues in the Fleet Fund are generated from departments which utilize City vehicles and equipment through vehicle maintenance charges. These charges are based on the actual vehicles that reside within a department and include costs ranging from routine (oil changes, preventive maintenance) to major (transmission repair, accident repair), as well as fuel costs. During the past seven years, the majority of vehicle replacement costs have been funded by Measure P sales tax revenues. Approximately $1.1 million is allocated in the fiscal year 2025 Proposed Budget for the replacement of public safety vehicles within the Measure P Fund. For fiscal year 2025, the proposed revenue budget for the Fleet Fund is $6.9 million. The increase of revenues over the fiscal year 2024 Adopted Budget is due to an increase in the size of the fleet and operating expenditures such as fuel costs and automotive maintenance. Fleet Fund Revenues Category FY 2024 Adopted FY 2025 Proposed Change % Change Charges for Services $ 193,334 $ 198,771 $ 5,437 2.8% Transfers In $ 690,314 $ 929,755 $ 239,441 34.7% Other Revenues $ 5,536,265 $ 5,818,503 $ 282,238 5.1% Total Revenues $ 6,419,913 $ 6,947,029 $ 527,116 8.2% Page 743 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 214 Fleet Fund Expenditures The Fleet fund’s expenditures include costs to maintain City vehicles, as well as to maintain and repair equipment (mowers, generators, equipment trailers) throughout the City. As discussed in the revenue summary above, these costs are then allocated back to the affected departments based on several factors such as the number of vehicles/ equipment, repair history, and fuel usage. The fiscal year 2025 Proposed Budget for Fleet Management expenditures is $6.1 million. This amount includes funding for the necessary resources that will be required to sustain operations for service, repairs, and to fuel the City’s fleet in fiscal year 2025. Fleet Fund Expenditures Category FY 2024 Adopted FY 2025 Proposed Change % Change Personnel Services $ 1,375,440 $ 1,580,941 $ 205,501 14.9% Supplies and Services $ 4,134,127 $ 4,186,389 $ 52,262 1.3% Other Expenses $ 91,385 $ 92,450 $ 1,065 1.2% Utilities $ 98,576 $ 111,059 $ 12,483 12.7% Internal Service Charges $ 31,170 $ 33,639 $ 2,469 7.9% Transfers Out $ 143,324 $ 126,567 $ (16,757) (11.7%) Total Expenditures $ 5,874,022 $ 6,131,045 $ 257,023 4.4% Page 744 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 215 Fleet Fund FLEET MANAGEMENT (391, 392, 394) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 1,130,460 1,186,896 1,375,440 1,580,941 205,501 Supplies and Services 3,419,347 3,370,928 4,134,127 4,186,389 52,262 Other Expenses 70,075 90,156 91,385 92,450 1,065 Other Capital 203,900 608,236 - - - Utilities 92,307 233,020 98,576 111,059 12,483 Internal Service Charges 33,995 23,295 31,170 33,639 2,469 Transfers Out 90,452 82,673 143,324 126,567 (16,757) Total Expenditures $ 5,040,536 $ 5,595,205 $ 5,874,022 $ 6,131,045 $ 257,023 Charges for Services (120,141) (354,455) (193,334) (198,771) (5,437) Transfers In (257,982) (321,760) (690,314) (929,755) (239,441) Use of Money and Property (191,716) (84,120) - - - Other Revenue (4,922,270) (4,922,898) (5,536,265) (5,818,503) (282,238) Total Revenues $ (5,492,109) $ (5,683,233) $ (6,419,913) $ (6,947,029)$ (527,116) Net Fund Activity $ (451,573) $ (88,028) $ (545,891) $ (815,984)$ (270,093) Page 745 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 216 Fleet Fund FLEET MANAGEMENT Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 391-Central Garage Fund 5,040,295 5,114,186 5,874,022 6,131,045 257,023 392-Equipment Vehicle Replacement 240 481,018 - - - 394-Vehicle Replacement Fund - 0 - - - Total Expenditures $ 5,040,536 $ 5,595,205 $ 5,874,022 $ 6,131,045 $ 257,023 391-Central Garage Fund (4,880,092) (5,237,009) (5,738,599) (6,131,045) (392,446) 392-Equipment Vehicle Replacement (187,492) (84,090) - - - 394-Vehicle Replacement Fund (424,525) (362,133) (681,314) (815,984) (134,670) Total Revenues $ (5,492,109) $ (5,683,233) $ (6,419,913) $ (6,947,029)$ (527,116) Net Fund Activity $ (451,573) $ (88,028) $ (545,891) $ (815,984)$ (270,093) Page 746 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CAPITAL PROJECTS FUNDS Page 747 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 748 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 219 Capital Projects Funds Capital Project Funds Capital Projects Funds account for resources used for the acquisition and construction of capital facilities by the City, with the exception of those assets financed by proprietary funds. Assessment District Improvement Funds These funds were established as depositories for monies received from issuance of bonds for various assessment districts. The monies are used to finance the construction of public works improvements in the related districts. Included in this group are funds 501 through 518. Development Impact Fees (DIF) These funds were established as depositories for 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. Included in this group are the following funds: ■Fund 542: Drainage Development Impact Fee This fee is levied against new development in specific areas of the City, based upon the drainage facility their project will generate an impact on. The monies collected are used to fund construction of public improvements designed to increase the capacity of the subject facilities, allowing the City to maintain service levels with increased demand� ■Funds 560: Public Facilities Development Impact Fees The Public Facilities Development Impact Fee (PFDIF) is levied against new development throughout the City to mitigate the impacts of growth on the City’s public services. The monies collected are used in the construction of new, and renovation of existing, public facilities. ■Fund 580: Pedestrian Bridge DIF The Otay Ranch Pedestrian Bridge DIF is levied against all new development in Otay Ranch Villages 1, 2, 5, 6, and 11 to fund the construction of pedestrian bridge improvements, as necessitated by growth in these villages. ■Fund 590: Transportation Development Impact Fee The Transportation Development Impact Fee (TDIF) is levied against all new development in the City to fund the construction of transportation improvements, as necessitated by growth in the City. Other Transportation Funds Included as a part of this group are the following: ■Fund 723: Bicycle Facilities This fund is a depository for local Transportation Development Act funds, Article 3.0, received from the County for bicycle related programs� ■Fund 725: Industrial Development Authority The Industrial Development Authority (IDA) is a conduit-issuer of bonds, formed in February 1982 (Ordinance 1970) by the City of Chula Vista City Council. The IDA enables bonds to be issued with a tax-exempt status but does not pledge City funds to repay the bond issues. The City can issue and sell bonds to provide financial assistance that has a public benefit for the acquisition, construction and installation of facilities for industrial, commercial, business or public utility purposes. ■Fund 735: Transportation Partnership This fund is a depository for the revenues received from the State and Local Transportation Partnership Program. Funds must be spent on street purposes� Page 749 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 220 Capital Projects Funds ■Fund 736: Other Transportation Programs This fund accounts for other miscellaneous Federal and State transportation grants received by the City. ■Fund 741: Proposition 1B Highway Safety This fund is a depository for revenues received from the State government under Proposition 1B (The Highway Safety, Traffic Reduction, Air Quality, and Port Security Act), as approved by voters in the November 2006 general election� Funds must be spent on street purposes� Miscellaneous Capital Improvement Program Funds Included as part of this group are the following: ■Fund 713: Capital Improvement Fund The Capital Improvement Fund is used to account for general purpose capital projects funded primarily from the General Fund. Funds are utilized to account for resources used for the acquisition and construction of capital facilities by the City� ■Fund 715: Park Acquisition and Development (East) This fund is a depository for fees collected from subdividers for the purpose of providing park and recreational facilities directly benefiting and serving the residents of the regulated subdivision east of the 805. These funds are collected pursuant to Chapter 17.10 of the Chula Vista Municipal Code, in accordance with authority granted by Section 66477 of the California Government Code. ■Fund 716: Park Acquisition and Development (West) This fund is a depository for fees collected from subdividers for the purpose of providing park and recreational facilities directly benefiting and serving the residents of the regulated subdivision west of the 805. These funds are collected pursuant to Chapter 17.10 of the Chula Vista Municipal Code, in accordance with authority granted by Section 66477 of the California Government Code. ■Fund 717: Residential Construction Tax This fund is a depository for fees levied for the construction, replacement, or conversion of all dwelling units within the City including hotels and motels, collected pursuant to Chapter 3.32 of the Chula Vista Municipal Code. Page 750 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 221 Capital Projects Funds ASSESSMENT DISTRICTS IMPROVEMENT FUNDS Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Other Expenses 238 134 - - - Total Expenditures $ 238 $ 134 $ - $ -$ - Use of Money and Property (17,334) (22,310) - - - Total Revenues $ (17,334) $ (22,310) $ - $ -$ - Net Fund Activity $ (17,097) $ (22,176) $ - $ -$ - Page 751 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 222 Capital Projects Funds ASSESSMENT DISTRICTS IMPROVEMENT FUNDS Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 507-Otay Valley Rd AD 90-2 Impvt 20 11 - - - 508-Assessment District 97-2 2 1 - - - 511-OV Rd Fee Recovery District 216 122 - - - 518-AD2005-1 Tobias Drive 1 0 - - - Total Expenditures $ 238 $ 134 $ - $ -$ - 507-Otay Valley Rd AD 90-2 Impvt (1,431) (1,842) - - - 508-Assessment District 97-2 (112) (145) - - - 511-OV Rd Fee Recovery District (15,751) (20,273) - - - 518-AD2005-1 Tobias Drive (39) (51) - - - Total Revenues $ (17,334) $ (22,310) $ - $ -$ - Net Fund Activity $ (17,097) $ (22,176) $ - $ -$ - Page 752 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 223 Capital Projects Funds DEVELOPMENT IMPACT FEES FUNDS Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services - 71,333 57,000 57,000 - Other Expenses 888,795 3,555,408 2,182,453 2,808,891 626,438 Other Capital 81,462 93,947 - - - Transfers Out 5,217,860 5,276,291 5,254,267 5,253,005 (1,262) CIP Project Expenditures 1,334,273 2,863,544 24,972,750 20,000 (24,952,750) Non-CIP Project Expenditures - - 15,000 15,000 - Total Expenditures $ 7,522,390 $ 11,860,523 $ 32,481,470 $ 8,153,896 $ (24,327,574) Use of Money and Property (1,148,480) (1,763,743) (164,000) (245,000) (81,000) Charges for Services (19,753,647) (22,728,636) (15,823,000) (18,265,000) (2,442,000) Total Revenues $ (20,902,127) $ (24,492,379) $ (15,987,000) $ (18,510,000)$ (2,523,000) Net Fund Activity $ (13,379,737) $ (12,631,855) $ 16,494,470 $ (10,356,104)$ (26,850,574) Page 753 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 224 Capital Projects Funds DEVELOPMENT IMPACT FEES FUNDS Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 542-Drainage DIF 244,539 226,930 13,291 13,291 - 560-Public Facilities DIF 5,837,696 7,206,356 6,827,707 7,452,883 625,176 580-Pedestrian Bridge DIFs 5,332 2,013,681 100,279 100,279 - 590-Transportation DIFs 1,434,822 2,413,557 25,540,193 587,443 (24,952,750) Total Expenditures $ 7,522,390 $ 11,860,523 $ 32,481,470 $ 8,153,896 $ (24,327,574) 542-Drainage DIF (59,336) (71,505) - - - 560-Public Facilities DIF (10,223,005) (14,132,093) (9,188,000) (11,375,000) (2,187,000) 580-Pedestrian Bridge DIFs (591,138) (218,647) (85,000) (90,000) (5,000) 590-Transportation DIFs (10,028,648) (10,070,134) (6,714,000) (7,045,000) (331,000) Total Revenues $ (20,902,127) $ (24,492,379) $ (15,987,000) $ (18,510,000)$ (2,523,000) Net Fund Activity $ (13,379,737) $ (12,631,855) $ 16,494,470 $ (10,356,104)$ (26,850,574) Page 754 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 225 Capital Projects Funds OTHER TRANSPORTATION FUNDS Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Other Expenses 0 - - - - CIP Project Expenditures 570,830 533,658 12,772,000 34,967,767 22,195,767 Total Expenditures $ 570,830 $ 533,658 $ 12,772,000 $ 34,967,767 $ 22,195,767 Revenue from Other Agencies (327,187) (704,245) (12,772,000) (34,967,767) (22,195,767) Use of Money and Property (18) (23) - - - Total Revenues $ (327,205) $ (704,268) $ (12,772,000) $ (34,967,767)$ (22,195,767) Net Fund Activity $ 243,626 $ (170,611) $ - $ -$ - Page 755 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 226 Capital Projects Funds OTHER TRANSPORTATION FUNDS Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 725-Industrial Development Auth. 0 0 - - - 735-Transportation Partnership 0 0 - - - 736-Other Transportation Program 570,830 533,658 12,772,000 34,967,767 22,195,767 741-Prop 1B Highway Safety 0 0 - - - Total Expenditures $ 570,830 $ 533,658 $ 12,772,000 $ 34,967,767 $ 22,195,767 735-Transportation Partnership (2) (2) - - - 736-Other Transportation Program (327,187) (704,245) (12,772,000) (34,967,767) (22,195,767) 741-Prop 1B Highway Safety (15) (20) - - - Total Revenues $ (327,204) $ (704,267) $ (12,772,000) $ (34,967,767)$ (22,195,767) Net Fund Activity $ 243,626 $ (170,609) $ - $ -$ - Page 756 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 227 Capital Projects Funds MISCELLANEOUS CIP FUNDS Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services - - 50,000 50,000 - Other Expenses 164,173 195,767 245,000 337,000 92,000 Transfers Out 689,931 673,358 750,444 701,110 (49,334) CIP Project Expenditures 396,721 8,402,109 1,797,715 500,000 (1,297,715) Non-CIP Project Expenditures 88,309 508,967 - 200,000 200,000 Total Expenditures $ 1,339,133 $ 9,780,201 $ 2,843,159 $ 1,788,110 $ (1,055,049) Charges for Services (4,333,475) (658,723) (800,000) (1,200,000) (400,000) Use of Money and Property (758,856) (942,694) (185,000) (277,000) (92,000) Other Revenue (1,448,349) (215,958) (325,505) (325,505) - Transfers In (91,496) (8,739,618) (50,000) (200,000) (150,000) Total Revenues $ (6,632,176) $ (10,556,993) $ (1,360,505) $ (2,002,505)$ (642,000) Net Fund Activity $ (5,293,043) $ (776,792) $ 1,482,654 $ (214,395)$ (1,697,049) Page 757 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 228 Capital Projects Funds MISCELLANEOUS CIP FUNDS Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 713-Capital Improvement Projects 486,668 8,935,419 1,799,149 201,434 (1,597,715) 715-Parkland Acquisition & DevFees 29,367 20,960 114,975 114,975 - 716-Western-Park Acquisition & Dev 156,289 191,751 261,768 803,768 542,000 717-Residential Construction Tax 666,809 632,071 667,267 667,933 666 Total Expenditures $ 1,339,133 $ 9,780,201 $ 2,843,159 $ 1,788,110 $ (1,055,049) 713-Capital Improvement Projects (1,193,456) (8,858,153) - (200,000) (200,000) 715-Parkland Acquisition & DevFees (4,521,446) (1,281,813) (835,000) (1,277,000) (442,000) 716-Western-Park Acquisition & Dev (496,790) (272,061) (200,000) (200,000) - 717-Residential Construction Tax (420,484) (144,966) (325,505) (325,505) - Total Revenues $ (6,632,176) $ (10,556,993) $ (1,360,505) $ (2,002,505)$ (642,000) Net Fund Activity $ (5,293,043) $ (776,792) $ 1,482,654 $ (214,395)$ (1,697,049) Page 758 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DEBT SERVICE FUNDS Page 759 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 760 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 231 Debt Service Funds Debt Service Funds The debt service requirement for the City, Public Financing Authority and Municipal Financing Authority is $36.9 million for fiscal year 2025. These funds do not include the Successor Agency to the Redevelopment Agency debt as it is reported in the “Debt Administration” section of this document. The $36.9 million budgeted for debt service funds is the required payments for the debt per the amortization schedules; however, the amounts actually paid for debt service are usually less due to funds available with the trustee as a result of interest earnings or excess cash in the various debt service funds that reduce the required cash outlay budgeted for the annual payment of the debt. Debt service payments are made from various City funds in accordance with the legal documents governing each borrowing. Currently, the debt is in the form of Certificates of Participation, Lease Revenue Bonds, Pension Obligation Bonds, Long Term Notes and Financed Purchase Obligations. Debt has been issued by the City to pay the City’s currently unamortized, unfunded accrued actuarial liability to CalPERS as of the 6/30/2019 valuation, and to finance a wide variety of projects, including the construction of the Public Works Center, the Police Facility, parking facilities, refurbishment of the Chula Vista Shopping Mall, property acquisitions, building remodeling, equipment and software acquisition. Debt Service – City Fund Debt Service for City Fund accounts for the activities of the City’s bonds (not issued by the CV Public Financing Authority or the CV Municipal Financing Authority), notes and financed purchases. Debt service expenditures for the City Fund are approximately $19.7 million offset by revenues of $19.7 million. To follow is a brief description of the City’s debt service funds. ■Fund 100: General Fund - DHCD ERAP Loan In May 2022 the City was approved for a loan of $8.6 million and received a total of $3.4 million from the U.S. Department of Housing and Community Development (DHCP), under the ERAP loan program. No additional disbursements are anticipated. Repayment of these funds are anticipated to be covered by a federal allocation in accordance with Senate Bill No. 115, Budget Act of 2021. ■Fund 220: Sales Tax Measure P - Financed Purchases In July 2020 the City was approved for a loan of $2.3 million from Bank of America for the acquisition of one Pierce Aerial Ladder Truck (tiller) and one Pierce Arrow XT Triple Combination Pumper/Fire Engine. These funds will be repaid from Measure P tax revenue. ■Fund 410: Transport Enterprise Fund - Financed Purchase In July 2020, as part of the loan agreement of the $2.3 million above, an additional $4.5 million was approved by Bank of America for additional equipment pertaining to the Ambulance Transport Enterprise Program. These funds will be repaid from revenues from the new Ambulance Transport Enterprise Program. ■Fund 442: CDBG Section 108 Loan In June of 2008, the City received a loan of $9.5 million from the U.S. Department of Housing and Urban Development (HUD), under the Section 108 program. These funds will be repaid with a portion of the City’s annual CDBG allocation, over the next 20 years. The funds will be used for the ‘Castle Park Infrastructure Project’. The Section 108 loan is an ‘advance’ of future CDBG entitlement funds, and, as such, is repaid with a portion of the City’s annual entitlement� On November 27, 2018, the City received notice from HUD regarding the opportunity to refinance the existing loan with a lower interest rate. 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. This refinancing resulted in cost savings to the City from lower interest rates received during the remaining life of the loan. Page 761 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 232 Debt Service Funds ■Fund 451: Long-Term Debt City of Chula Vista In February of 2021, the City issued the 2021 Pension Obligation Bonds in the amount of $350,025,000 to pay the balance of Miscellaneous and Safety plans Unfunded Actuarial Liability (UAL) based on the CalPERS Actuarial Valuation as of June 30, 2019. The source of repayment is from the General Fund and other City funds over the remaining life of the bonds. The term of the bonds is through calendar year 2045. Future pension liabilities will be addressed by the City’s Section 115 Trust that has been specifically established for future pension related liabilities� ■Fund 452: Capital Leases This fund was established to account for the financed purchases of the Fire Department’s apparatuses, the Police Department’s Mobile Data Computers, and Energy Conservation equipment. In December 2012, the City entered into a lease purchase agreement with Bank of America to purchase certain energy conservation equipment. The agreement would bridge the financial gap between the Municipal Streetlight Retrofit Project capital costs and the available rebates for energy conservation equipment. In August 2016, the City entered into a financed purchase agreement with JP Morgan Chase Bank, N.A. for the acquisition of one Pierce Fire Engine. In 2018, it was decided that this lease would be paid out of the revenues from the newly adopted tax increase known as Measure P. In October 2019, the City entered into a Capital Lease Agreement with DELL Financial Services for 120 Mobile Data Computers. In Fiscal Year 2022, this agreement converted to a GASB 87 Lease per the new GASB 87 Lease implementation and is no longer considered part of long-term debt. Please refer to note 12 of the ACFR for additional information� ■Fund 453: Energy Loan Repayment This fund accumulates payment of principal and interest on a loan obtained through the California Energy Commission to fund various energy conservation capital projects. On July 23, 2013, the City Council authorized a 16-year lease purchase agreement with Bank of America to fund various solar energy projects for City facilities. The original amount of the loan was $2,121,500 and will be repaid through future energy savings. ■Fund 560: Financed Purchases In October 2018, the City entered into a financed purchase loan agreement with JP Morgan to purchase one Pierce Arrow XT Triple Combination Pumper/Fire Engine. The total loan amount is $720,785.92 and it will be repaid from revenues from the Public Facilities Development Impact Fees (PFDIF) Fund. In November 2022, the City entered into a financed purchase agreement with JP Morgan to purchase two Pierce Arrow XT Pierce’s Ultimate Configuration (PUC) Pumpers and one Pierce Arrow XT 107’ Tractor Drawn Aerial (TDA) engine. The total loan amount is $3,986,967 and it will be repaid from revenues from the PFDIF Fund. Debt Service – Chula Vista Public Financing Authority The Chula Vista Public Financing Authority (PFA) formed in April 1995 to provide for financing of acquisition, construction and improvement of public capital improvements. The PFA has been used to issue Certificates of Participation on behalf of the City� Debt service expenditures for the PFA are approximately $6.8 million with offsetting revenues of $6.8 million. To follow is a brief description of the Chula Vista PFA - debt service funds. ■Fund 475: 2014 Refunding Certificates of Participation In March 2014, the Public Financing Authority issued the 2014 COP in the amount of $45,920,000 to refinance the outstanding principal balance of the 2002 Certificates of Participation. The source of repayment of the certificates is the lease payments to be made by the General Fund and PFDIF to the Public Financing Authority. The term of the certificates is through calendar year 2032. Page 762 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 233 Debt Service Funds ■Fund 476: 2015 Refunding Certificates of Participation In September 2015, the Public Financing Authority issued the 2015 COP in the amount of $34,330,000 to refinance the outstanding principal balance of the 2004 Certificates of Participation and to refinance part of the outstanding principal balance of the 2006 Certificates of Participation. The source of repayment of the certificates is the lease payments to be made by General Fund and PFDIF to the Public Financing Authority. The term of the certificates is through calendar year 2034� ■Fund 477: 2016 Refunding Certificates of Participation In July 2016, the Public Financing Authority issued the 2016 COP in the amount of $8,600,000 to refinance the outstanding principal balance of the 2006 Certificates of Participation. The source of repayment of the certificates is the lease payments to be made by General Fund and PFDIF to the Public Financing Authority. The term of the certificates is through calendar year 2036. Debt Service – Chula Vista Municipal Financing Authority The Chula Vista Municipal Financing Authority (MFA) formed in June 2013 to provide for financing or refinancing for the acquisition, construction and improvement of public capital improvements. The MFA has been used to issue Lease Revenue Refunding Bonds on behalf of the City. Debt service expenditures for the MFA are approximately $10.4 million with offsetting revenues of $10.4 million. To follow is a brief description of the Chula Vista MFA debt service funds. ■Fund 478: 2016 Lease Revenue Refunding Bonds In July 2016, the Municipal Financing Authority issued the 2016 LRRB in the amount of $25,885,000 to refinance the outstanding principal balance of the 2010 Certificates of Participation. The source of repayment of the LRRBs is the lease payments to be made by General Fund and PFDIF to the Municipal Financing Authority. The term of the lease is through calendar year 2033� ■Fund 479: Lease Revenue Bonds Series 2017A & Series 2017B In December 2017, the Municipal Financing Authority issued the 2017 LRB Series A in the amount of $12,045,000 and the 2017 LRB Series B in the amount of $1,085,000 to finance photovoltaic energy systems at various City facilities. The source of repayment of the LRB is the lease payments to be made by the General Fund to the Municipal Financing Authority. The term of the Series 2017A lease is through calendar year 2048 and the term of the Series 2017B lease is through calendar year 2028. ■Fund 480: 2017 Lease Revenue Bonds Series In July 2017, the Municipal Financing Authority issued the 2017 Lease Revenue Bonds in the amount of $61,355,000 under Fund 220 to finance critical City infrastructure, facilities, and equipment. The source of repayment of the 2017 Lease Revenue Bonds is revenue generated from the citizen-approved Measure P Sales tax. The term of the issuance is through calendar year 2027. Fund 220 is reported under the General column of the financial statements. In Fiscal Year 2022, fund 480 was created to report the bond-related activity under the Municipal Financing Authority column of the financial statements. Page 763 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 234 Debt Service Funds DEBT SERVICE – CITY FUNDS (442 - 453) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 12,132,292 - - - - Supplies and Services 3,665 3,665 4,581 6,413 1,832 Other Expenses 16,416,442 16,369,946 16,470,016 16,537,368 67,352 Transfers Out - 100,336 - - - Total Expenditures $ 28,552,399 $ 16,473,947 $ 16,474,597 $ 16,543,781 $ 69,184 Transfers In (16,328,545) (16,339,682) (16,447,040) (16,542,488) (95,448) Use of Money and Property (1,932) (1,641) - - - Other Revenue (12,213,236) (12,818) (7,000) (1,300) 5,700 Total Revenues $ (28,543,714) $ (16,354,142) $ (16,454,040) $ (16,543,788)$ (89,748) Net Fund Activity $ 8,685 $ 119,805 $ 20,557 $ (7)$ (20,564) Page 764 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 235 Debt Service Funds DEBT SERVICE – CITY FUNDS (442 - 453) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 442-CDBG Section 108 Loan 644,746 657,213 669,863 682,451 12,588 451-Long Term Debt - City of CV 27,120,619 15,116,862 15,290,749 15,450,403 159,654 452-Equipment Lease Fund 302,390 396,752 208,019 101,741 (106,278) 453-Energy Conservation Loans 484,644 303,120 305,966 309,186 3,220 Total Expenditures $ 28,552,399 $ 16,473,947 $ 16,474,597 $ 16,543,781 $ 69,184 442-CDBG Section 108 Loan (644,746) (657,213) (669,863) (682,451) (12,588) 451-Long Term Debt - City of CV (27,113,839) (15,097,603) (15,270,192) (15,450,410) (180,218) 452-Equipment Lease Fund (300,485) (296,205) (208,019) (101,741) 106,278 453-Energy Conservation Loans (484,644) (303,120) (305,966) (309,186) (3,220) Total Revenues $ (28,543,714) $ (16,354,142) $ (16,454,040) $ (16,543,788)$ (89,748) Net Fund Activity $ 8,685 $ 119,805 $ 20,557 $ (7)$ (20,564) Page 765 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 236 Debt Service Funds DEBT SERVICE – PUBLIC & MUNICIPAL FINANCING AUTHORITIES (475 - 480) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 34,270 28,600 34,400 36,746 2,346 Other Expenses 17,747,481 17,444,313 17,152,951 17,185,205 32,254 Total Expenditures $ 17,781,751 $ 17,472,913 $ 17,187,351 $ 17,221,951 $ 34,600 Use of Money and Property (544,705) 311,224 - - - Transfers In (17,466,510) (16,870,451) (16,944,351) (16,980,951) (36,600) Other Revenue (314,851) (246,113) (243,000) (241,000) 2,000 Total Revenues $ (18,326,066) $ (16,805,339) $ (17,187,351) $ (17,221,951)$ (34,600) Net Fund Activity $ (544,315) $ 667,574 $ - $ -$ - Page 766 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 237 Debt Service Funds DEBT SERVICE – PUBLIC & MUNICIPAL FINANCING AUTHORITIES (475 - 480) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 475-2014 COP Refunding 3,607,831 3,610,081 3,619,582 3,618,082 (1,500) 476-2015 Refunding COP 2,925,013 2,922,763 2,926,770 2,929,692 2,922 477-2016 Ref COP Civic Ctr/Nature 286,550 286,550 287,552 287,552 - 478-2016 LRRB PFDIF/COP 2,146,675 2,148,275 2,153,475 2,150,077 (3,398) 479-2017 CREBs LRBs 675,132 681,245 686,575 721,753 35,178 480-2017 Measure P LRBs 8,140,550 7,824,000 7,513,397 7,514,795 1,398 Total Expenditures $ 17,781,751 $ 17,472,913 $ 17,187,351 $ 17,221,951 $ 34,600 475-2014 COP Refunding (3,735,131) (3,438,717) (3,619,582) (3,618,082) 1,500 476-2015 Refunding COP (3,211,271) (2,578,439) (2,926,770) (2,929,692) (2,922) 477-2016 Ref COP Civic Ctr/Nature (418,559) (130,018) (287,552) (287,552) - 478-2016 LRRB PFDIF/COP (2,147,314) (2,148,331) (2,153,475) (2,150,077) 3,398 479-2017 CREBs LRBs (675,150) (681,293) (686,575) (721,753) (35,178) 480-2017 Measure P LRBs (8,138,642) (7,828,541) (7,513,397) (7,514,795) (1,398) Total Revenues $ (18,326,066) $ (16,805,339) $ (17,187,351) $ (17,221,951)$ (34,600) Net Fund Activity $ (544,315) $ 667,574 $ - $ -$ - Page 767 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 768 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda OTHER FUNDS Page 769 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 770 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 241 Other Funds Other Funds The funds included in this section include miscellaneous Special Revenue, Internal Service, and Enterprise funds. Special Revenue Funds are used to account for proceeds derived from various revenue sources, which are legally restricted to expenditures for specific purposes. Internal Service Funds are used to finance and account for goods, special activities, and services performed by one City department for other City departments on a cost reimbursement basis. Internal Service Funds account for the activities of worker’s compensation, insurance, and technology replacement. Enterprise Funds are self-supporting, typically involve goods and services for a fee, with an accounting framework similar to that used in the private sector. To follow is a brief description of the City’s special revenue funds. Transportation Funds Included in this group are the following funds: ■Fund 221: Gas Tax This fund accounts for the receipt and expenditure of all monies received from the State under Street and Highway Code Sections 2103, 2105, 2106, 2107, 2107.5, and the Road Repair and Accountability Act of 2017 (Senate Bill 1). The allocations must be spent for street maintenance or construction and a limited amount for engineering. ■Fund 227: Transportation Sales Tax This fund was established to account for the receipt and disbursement of all transportation sales tax (TransNet) revenues for the City. In November 1987, San Diego County voters first approved the Transportation Program (TransNet). In November of 2004, voters approved a 40-year extension of the program, which funds transportation improvements throughout the region via a half-cent local sales tax. The City’s allocation of regional funds is based upon population and the number of local street and road miles maintained by the City� Parking Funds Included as part of this group are the following funds: ■Fund 241: Parking Meter Parking Meter Fund revenues are generated through two sources: coin deposits from parking meters located in the downtown area and parking citation payments for expired meter violations. These funds pay for the coin collection and maintenance of the meters, the parking enforcement staff that monitors the downtown area, and general upkeep and signage of the downtown parking lots. ■Fund 243: Town Center I Parking This fund is used to account for revenues from an in-lieu parking fee. This in-lieu parking fee applies to any developer of a new commercial building or addition to an existing commercial building within the Downtown Parking District. Use of monies in this fund is restricted to the purchase or development of parking sites. Public Safety Funds Included in this group are the following funds: ■Fund 245: Traffic Safety This fund is a depository for all monies derived from vehicle code fines, excluding parking violations. The fines are collected through the County court system and remitted to the City monthly. These monies may be expended only for traffic control devices and equipment and maintenance thereof or for the maintenance, improvement or construction of public streets� This fund was established to account for the receipt and disbursement of local grant funds received by the City (non-Federal or State Grants). Page 771 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 242 Other Funds Library/Cultural Arts Funds Included in this group are the following Permanent funds: ■Fund 267: Permanent Endowments Fund The Permanent Endowments Fund was established from a contribution from Gayle McCandliss in 1991 shortly after she passed away. Consistent with her wishes, it was established as a perpetual fund to recognize and provide monetary support or recognition to individuals or groups who make substantial contributions to the arts in the City of Chula Vista� Sundry Grant & Miscellaneous Funds Included as part of this group are the following funds: ■Fund 223: Telephone Users Tax (TUT) Common Fund This fund is used to account for funds in accordance with a 2014 settlement agreement that resolved a class action lawsuit challenging the City’s collection of Telephone Users’ Taxes from wireless customers. ■Fund 268: American Rescue Plan Act of 2021 This fund is used to account for federal funds under the American Rescue Plan Act of 2021 Coronavirus State and Local Fiscal Recovery Funds program. ■Fund 269: Other Grant Fund The Other Grants Fund was established to account for all grants other than Federal and State grants such as: San Diego Neighborhood Reinvestment Program and Be the Change grants. ■Fund 270: Mobile Home Rent Review Program Fund This fund is a depository for monies collected for the Mobile Home Administrative Fee. This fee was established in July 2011 to ensure a consistent funding source for administration and implementation of Chula Vista Municipal Code 9.50 – Mobile Home Park Space Rent Review. ■Fund 271: Local Grants This fund was established to account for the receipt and disbursement of local grant funds received by the City (non-Federal or State Grants). ■Fund 272: Federal Grants Fund This fund was established to account for the receipt and disbursement of all Federal Grants received by the City. ■Fund 273: State Grants Fund This fund was established to account for the receipt and disbursement of all State Grants received by the City (excluding Recreation related grants). Environmental Services and Conservation Funds Included as part of this group is the following fund: ■Fund 282: Environmental Services The Environmental Services fund is a depository for revenue that is generated primarily by a 5% surcharge (AB 939 fees) applied to the refuse rates for residential and commercial customers. The surcharge is authorized by the State to recover the costs of developing and implementing source reduction, recycling, and composting programs that are implemented to meet the State mandate to divert 50% of all waste generated annually in the City from landfills. The fund also includes two annual flat fees paid by the franchise hauler under the franchise agreement to cover litter container costs and to support the programs public education and enforcement service costs. Page 772 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 243 Other Funds Storm Drain Fund Storm Drain Revenue (Fund 301) – In accordance with Chapter 14.16 of the Chula Vista Municipal Code all proceeds of the storm drain fee are deposited into the Storm Drain Revenue Fund. Monies in this fund may only be used for storm drain purposes. The monthly storm drain service charge is included on the sewer bill. Community Development Block Grant Housing Program Fund The overall CDBG entitlement funds are now budgeted in Fund 272 – Federal Grants. ■311: CDBG Housing Program These funds are depositories of grant entitlement monies received from the Department of Housing and Urban Development for the Housing Program. The purpose of these monies is for community development projects; eligible activities include those that: ●Benefit low and moderate income people. ●Eliminate substandard housing and blight� ●Alleviate conditions posing a serious health and/or safety hazard. Open Space District Funds These funds are a depository for all monies received for all flat rate property tax assessments levied against benefiting property owners for all maintenance of open space areas. Included in this group are funds 342 through 389. The total assessment amount for each Open Space District is calculated each year based upon the cost of providing services within the district. This assessment rate is limited to the prior year’s amount, increased by the lesser of two local indexes. In recent years the indexed increases were not effectively keeping pace with the actual costs of providing these services to the property owners. In fiscal year 2007-08 staff went through the Proposition 218 process on seven districts/zones, in order to bring revenues in line with actual maintenance costs. Only one of the seven districts were approved for an increase in assessment. As a result, a concentrated effort has been made to reduce expenditures within available resources. Miscellaneous Special Revenue Funds Included in this group are the following funds: ■Fund 105: Bayfront Lease Revenue Fund This fund was established as part of the City’s Bayfront Master Plan and the development of the Gaylord Pacific Resort and Convention Center under a Revenue Sharing Agreement between the City, Port of San Diego and developer RIDA Chula Vista, LLC. Revenues include transfers from the General Fund based on: 1) Master Service Agreement in which the Port of San Diego reimburses the City for municipal public safety services provided by the City in the tidelands area; and 2) project-generated revenues. Project revenues include Transient Occupancy Tax and Sales Tax revenues generated by the Bayfront Project geographic area. Expenditures include contributions to the Chula Vista Bayfront Facilities Financing Authority. 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 District for the purpose of issuing tax exempt debt obligations to finance development of the Chula Vista Bayfront Master Plan area. ■Fund 224: OR V2 Public Benefit Contributions This fund is used to account for public benefit contributions in Otay Ranch Village 2. ■Fund 225: Community Purpose Facilities (CPF) Benefit Funds This fund is used to account for resources related to Community Purpose Facility requirements for development projects under Chula Vista Municipal Code Section 19.48.025. These requirements enable the City to adopt Page 773 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 244 Other Funds measures providing for the development of the surrounding area to be compatible with the planned community zone� ■Fund 230: Developer Deposits This fund is used to account for developer deposits. ■Fund 250: National Opioid Settlement This fund is utilized for the National Opioid Settlement against manufacturers, distributors and other entities responsible for aiding the opioid epidemic. Funds are to be utilized for opioid abatement activities. Payments are expected to be received through 2038. ■Fund 260 Transportation Fair Share Developer Contributions This fund is used to account for transportation fair share developer contributions. ■Fund 261 Park Benefit Fees This fund is used to account for park benefit fees. ■Fund 262 Public Benefit Contributions This fund is used to account for public benefit contributions. ■Fund 263: Economic Development Developer Contributions This fund was established to account for contributions from developers and eligible expenditures related to economic development in the City. ■Fund 264: Donations This fund is used to account for donations to the City for various programming. ■Fund 316: Public Educational & Governmental Fees Fund This fund was established to account for the fees associated with regulating video service providers holding state video franchised pursuant to the Digital Infrastructure and Video Competition Act of 2006. ■Fund 340: Pension Reserve Fund - Section 115 Trust The Pension & OPEB Reserve Fund Policy (PRF) established an Irrevocable Section 115 Trust Fund where all PRF contributions will be made to cover the following: repayment of future CalPERS unfunded liabilities in part or whole; establishment of an OPEB reserve fund; to pay off any outstanding Pension Obligation Bonds; and any other unanticipated pension related costs or charges. Upon meeting the 15% General Fund Operating Reserves, 75% of all future surplus funds shall be transferred to the PRF while the remaining 25% is allocated to the Economic Contingency Reserves and Catastrophic Event reserves in accordance with the General Fund Reserve Policy. In the event all three General Fund reserve accounts are fully funded at the stated policy percentage, 100% of surplus funds will be transferred to the PRF until it reaches 15% of annual General Fund budgeted expenditures (excluding Measure A and P Sales taxes). Internal Service Funds Included as part of this group are the following funds: ■Fund 234: Advanced Life Support (ALS) Fund This fund accounts for the receipt of pass-through revenue from ambulance services to fund the First Responder Advanced Life Support program. ■Fund 341: Public Liability Trust Fund This fund is a depository for contributions made from the General Fund to provide an appropriate reserve level to pay for uninsured and deductibles for public liability losses. The City is self-insured for amounts up to $250,000 per claim� Page 774 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 245 Other Funds ■Fund 393: Technology Replacement Fund The Technology Replacement Fund is an internal service function that provides for the replacement of computers and related technology equipment. Funds from departments’ operating budgets are transferred to the Technology Replacement Fund for future replacement of equipment included in the program. Due to economic reasons, the program has not been funded for several years. Computer replacement has been included in various funds based on available resources. ■Fund 394: Vehicle Replacement Fund The Vehicle Replacement Fund was established to set aside funds for the purchase and/or replacement of vehicles. ■Fund 398 Workers’ Compensation This fund is a depository for contributions made from all funds, which have personnel allocated to them, to pay for annual costs related to workers’ compensation liabilities including the provision of an appropriate reserve to pay uninsured claims costs. The City is self-insured for amounts up to $1.0 million per claim. The amount of the reserve and the required annual transfer is determined by the Director of Finance, based on experience and consultation with the Risk Manager. Other Enterprise Funds Included as part of this group are the following funds: ■Fund 406: Chula Vista Municipal Golf Course This fund is used to account for revenues and expenditures related to the operation of the Chula Vista Municipal Golf Course� ■Fund 407: Living Coast Discovery Center This account is to track revenues and expenses related to the Living Coast Discovery Center. ■Fund 409: Chula Vista Elite Athlete Training Center This fund accounts for the revenues and expenditures related to the management of the Chula Vista Elite Athlete Training Center� ■Fund 410: Transport Enterprise This fund accounts for the revenues and expenditures related to the management of the Fire Department’s Transport Program� Page 775 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 246 Other Funds OTHER FUNDS – TRANSPORTATION FUNDS (221, 227) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 218,531 242,219 240,706 240,203 (503) Supplies and Services 18,471 - - - - Other Expenses 3,815 2,581 - - - Internal Service Charges - - 6,874 7,107 233 Transfers Out 4,426,435 4,582,973 4,715,678 5,092,897 377,219 CIP Project Expenditures 4,166,578 10,784,425 19,588,671 18,481,785 (1,106,886) Total Expenditures $ 8,833,829 $ 15,612,198 $ 24,551,929 $ 23,821,992 $ (729,937) Revenue from Other Agencies (12,103,336) (13,199,800) (14,759,410) (14,645,345) 114,065 Charges for Services (1,407) (1,602) - - - Other Revenue (3,867,096) (2,897,706) (6,673,500) (6,673,500) - Transfers In (4,000) (2,000) (2,000) (2,000) - Use of Money and Property (275,489) (443,659) - - - Total Revenues $ (16,251,327) $ (16,544,767) $ (21,434,910) $ (21,320,845)$ 114,065 Net Fund Activity $ (7,417,498) $ (932,569) $ 3,117,019 $ 2,501,147 $ (615,872) Page 776 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 247 Other Funds OTHER FUNDS – TRANSPORTATION FUNDS (221, 227) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 221-Transportation Grants-Gas Tax 5,994,481 12,576,248 15,159,429 14,596,492 (562,937) 227-Transportation Sales Tax 2,839,348 3,035,950 9,392,500 9,225,500 (167,000) Total Expenditures $ 8,833,829 $ 15,612,198 $ 24,551,929 $ 23,821,992 $ (729,937) 221-Transportation Grants-Gas Tax (12,316,854) (13,644,900) (14,761,410) (14,647,345) 114,065 227-Transportation Sales Tax (3,934,473) (2,899,867) (6,673,500) (6,673,500) - Total Revenues $ (16,251,327) $ (16,544,767) $ (21,434,910) $ (21,320,845)$ 114,065 Net Fund Activity $ (7,417,498) $ (932,569) $ 3,117,019 $ 2,501,147 $ (615,872) Page 777 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 248 Other Funds OTHER FUNDS – PARKING FUNDS (241 - 243) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 399,307 386,826 360,700 415,700 55,000 Other Expenses 214,526 213,277 198,500 254,500 56,000 Utilities 37,816 52,525 28,454 97,183 68,729 Transfers Out 961 655 1,227 1,227 - CIP Project Expenditures 59,047 15,403 - - - Total Expenditures $ 711,656 $ 668,686 $ 588,881 $ 768,610 $ 179,729 Licenses and Permits - (42,100) (25,000) (30,000) (5,000) Fines, Forfeitures, Penalties (267,274) (231,033) (200,000) (249,153) (49,153) Use of Money and Property (437,872) (450,450) (365,000) (440,268) (75,268) Other Revenue (75,076) (10,500) - - - Total Revenues $ (780,222) $ (734,083) $ (590,000) $ (719,421)$ (129,421) Net Fund Activity $ (68,565) $ (65,397) $ (1,119) $ 49,189 $ 50,308 Page 778 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 249 Other Funds OTHER FUNDS – PARKING FUNDS (241 - 243) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 241-Parking Meter 711,613 668,657 588,881 768,610 179,729 243-Town Center I Parking District 44 30 - - - Total Expenditures $ 711,656 $ 668,686 $ 588,881 $ 768,610 $ 179,729 241-Parking Meter (702,386) (718,556) (590,000) (719,421) (129,421) 243-Town Center I Parking District (77,835) (15,528) - - - Total Revenues $ (780,222) $ (734,083) $ (590,000) $ (719,421)$ (129,421) Net Fund Activity $ (68,565) $ (65,397) $ (1,119) $ 49,189 $ 50,308 Page 779 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 250 Other Funds OTHER FUNDS – PUBLIC SAFETY FUNDS (245, 256) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 34,389 48,846 38,500 38,500 - Other Expenses 56 25 - - - Other Capital - 2,175 - - - Transfers Out 399,140 236,374 399,140 399,140 - Total Expenditures $ 433,585 $ 287,420 $ 437,640 $ 437,640 $ - Fines, Forfeitures, Penalties (264,647) (282,454) (437,640) (437,640) - Use of Money and Property (2,074) (1,693) - - - Transfers In (124,557) - - - - Total Revenues $ (391,278) $ (284,147) $ (437,640) $ (437,640)$ - Net Fund Activity $ 42,307 $ 3,273 $ - $ -$ - OTHER FUNDS – PUBLIC SAFETY FUNDS (245, 256) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 245-Traffic Safety 433,585 287,420 437,640 437,640 - Total Expenditures $ 433,585 $ 287,420 $ 437,640 $ 437,640 $ - 245-Traffic Safety (391,278) (284,147) (437,640) (437,640) - Total Revenues $ (391,278) $ (284,147) $ (437,640) $ (437,640)$ - Net Fund Activity $ 42,307 $ 3,273 $ - $ -$ - Page 780 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 251 Other Funds OTHER FUNDS – PERMANENT ENDOWMENTS FUND (267) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Use of Money and Property (198) (255) - - - Total Revenues $ (198) $ (255) $ - $ -$ - Net Fund Activity $ (196) $ (254) $ - $ -$ - Page 781 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 252 Other Funds OTHER FUNDS – SUNDRY GRANT & MISC FUNDS Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 6,435,956 6,332,563 2,273,242 7,104,990 4,831,748 Supplies and Services 1,372,732 1,894,635 2,169,610 2,169,610 - Other Expenses 36,055,068 5,715,157 321,391 1,195,421 874,030 Other Capital 127,962 83,372 420,000 420,000 - Utilities 688 - - - - Internal Service Charges 2,773 2,930 3,261 3,371 110 Transfers Out 2,303,718 1,606,438 1,266,346 1,222,919 (43,427) CIP Project Expenditures 1,330,470 10,611,349 363,934 - (363,934) Non-CIP Project Expenditures 3,260,890 4,157,380 - - - Total Expenditures $ 50,890,257 $ 30,403,824 $ 6,817,784 $ 12,116,311 $ 5,298,527 Revenue from Other Agencies (45,416,667) (45,028,256) (4,412,985) (11,198,145) (6,785,160) Charges for Services (261,568) (211,797) (206,930) (220,269) (13,339) Use of Money and Property (365,397) (154,826) - - - Other Revenue (490,399) (544,681) (10,000) (10,000) - Transfers In (637,531) (520,288) (79,299) (396,783) (317,484) Total Revenues $ (47,171,562) $ (46,459,848) $ (4,709,214) $ (11,825,197)$ (7,115,983) Net Fund Activity $ 3,718,695 $ (16,056,024) $ 2,108,570 $ 291,114 $ (1,817,456) Page 782 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 253 Other Funds OTHER FUNDS – SUNDRY GRANT & MISC FUNDS Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 223-Utility Tax Settlement 22 12 - - - 269-Other Grants 237,803 1,529,401 75,000 75,000 - 270-Mobile Park Fee 30,889 38,897 65,000 65,000 - 271-Local Grants 66,044 84,874 258,564 258,564 - 272-Federal Grants 47,894,624 20,053,681 5,053,103 9,964,884 4,911,781 273-State Grants 2,660,876 8,696,957 1,366,117 1,752,863 386,746 Total Expenditures $ 50,890,257 $ 30,403,824 $ 6,817,784 $ 12,116,311 $ 5,298,527 223-Utility Tax Settlement (1,600) (2,058) - - - 269-Other Grants (288,390) (2,354,549) (75,000) (75,000) - 270-Mobile Park Fee (32,180) (24,076) (65,000) (65,000) - 271-Local Grants (185,003) (4,073,411) (15,000) (38,564) (23,564) 272-Federal Grants (45,168,038) (19,605,673) (3,490,116) (9,893,770) (6,403,654) 273-State Grants (1,496,352) (20,400,080) (1,064,098) (1,752,863) (688,765) Total Revenues $ (47,171,563) $ (46,459,847) $ (4,709,214) $ (11,825,197)$ (7,115,983) Net Fund Activity $ 3,718,695 $ (16,056,024) $ 2,108,570 $ 291,114 $ (1,817,456) Page 783 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 254 Other Funds OTHER FUNDS – ENVIRONMENTAL SERVICES (282) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 671,188 739,290 1,061,211 1,013,835 (47,376) Supplies and Services 771,655 946,008 1,401,856 1,402,262 406 Other Expenses 51,151 51,944 110,351 110,351 - Other Capital 87 30,621 4,600 4,600 - Utilities 7,379 - 18,558 18,558 - Internal Service Charges 11,772 10,911 10,413 10,766 353 Transfers Out 401,326 400,604 468,976 457,189 (11,787) Total Expenditures $ 1,914,558 $ 2,179,377 $ 3,075,965 $ 3,017,561 $ (58,404) Charges for Services (1,573,840) (1,693,162) (1,416,799) (1,574,627) (157,828) Other Revenue (400,395) (259,659) (139,726) (139,726) - Transfers In (15,000) (5,000) (7,000) (7,000) - Total Revenues $ (1,989,235) $ (1,957,821) $ (1,563,525) $ (1,721,353)$ (157,828) Net Fund Activity $ (74,677) $ 221,556 $ 1,512,440 $ 1,296,208 $ (216,232) Page 784 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 255 Other Funds OTHER FUNDS – STORM DRAIN FUND (301) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 151,515 235,843 348,100 348,100 - Other Expenses 481 317 - - - Transfers Out - 27,685 218,284 318,284 100,000 Total Expenditures $ 151,995 $ 263,845 $ 566,384 $ 666,384 $ 100,000 Revenues Fines, Forfeitures, Penalties (200) (400) (5,000) (5,000) - Charges for Services (625,970) (616,392) (585,000) (661,384) (76,384) Use of Money and Property (33,539) (50,699) - - - Other Revenue 1,279 (3,950) - - - Total Revenues $ (658,431) $ (671,441) $ (590,000) $ (666,384)$ (76,384) Net Fund Activity $ (506,435) $ (407,596) $ (23,616) $ -$ 23,616 Page 785 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 256 Other Funds OTHER FUNDS – CDBG HOUSING PROGRAM (311) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 41 578 - - - Other Expenses 18,090 36,347 25,000 25,000 - Non-CIP Project Expenditures 1,875 96,905 75,000 75,000 - Total Expenditures $ 20,007 $ 133,831 $ 100,000 $ 100,000 $ - Revenue from Other Agencies - (92,019) (100,000) (100,000) - Total Revenues $ - $ (92,019) $ (100,000) $ (100,000)$ - Net Fund Activity $ 20,007 $ 41,812 $ - $ -$ - Page 786 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 257 Other Funds OTHER FUNDS – OPEN SPACE DISTRICT FUNDS (342 - 389) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 9,396,012 9,568,106 13,079,978 15,340,520 2,260,542 Other Expenses 2,574,560 2,640,276 2,938,199 3,671,799 733,600 Utilities 2,585,088 2,317,643 4,028,597 4,123,716 95,119 Internal Service Charges - - 3,403 3,519 116 Transfers Out 258,531 254,125 323,271 323,665 394 Total Expenditures $ 14,814,191 $ 14,780,150 $ 20,373,448 $ 23,463,219 $ 3,089,771 Revenues Use of Money and Property (677,833) (966,777) - - - Other Revenue (19,717,838) (20,497,616) (20,707,027) (22,547,777) (1,840,750) Transfers In (517,996) (514,002) (700,768) (701,555) (787) Total Revenues $ (20,913,667) $ (21,978,394) $ (21,407,795) $ (23,249,332)$ (1,841,537) Net Fund Activity $ (6,099,476) $ (7,198,244) $ (1,034,347) $ 213,887 $ 1,248,234 Page 787 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 258 Other Funds OTHER FUNDS – OPEN SPACE DISTRICT FUNDS (342 - 389) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 342-CFD 11-M Rolling Hills McM 161,334 160,286 247,761 250,503 2,742 343-CFD 12-M Otay Ranch Village 7 449,252 584,933 659,315 679,816 20,501 344-CFD 13-M Otay Ranch Village 2 472,746 511,480 1,554,382 2,448,200 893,818 345-CFD 12M Village 7 Otay Ranch 526,770 551,712 697,840 777,735 79,895 346-CFD 14M-A-EUC Millenia 211,187 195,861 289,474 267,859 (21,615) 347-CFD 14M-B-EUC Millenia 332,169 388,093 646,988 646,383 (605) 348-CFD 18M Village 3 Otay Ranch 81,161 108,960 878,341 1,231,572 353,231 349-CFD 19M Freeway Commercial 2 41,887 26,970 274,986 315,430 40,444 350-Bayfront Special Tax District 589,680 553,193 15,000 607,545 592,545 351-Town Center Landscape Dist I 6 3 - - - 352-Bay Blvd Landscape District 5,202 6,923 9,560 12,930 3,370 353-Eastlake Maintenance Dist I 316,312 400,534 436,063 470,930 34,867 354-Open Space District #01 84,570 86,306 96,638 101,417 4,779 355-Open Space District #02 12,385 12,431 16,793 17,805 1,012 356-Open Space District #03 39,329 41,409 58,894 62,441 3,547 357-Open Space District #04 112,386 105,651 115,780 124,453 8,673 358-Open Space District #05 39,211 46,355 60,670 62,409 1,739 359-Open Space District #06 28,415 37,700 42,814 43,729 915 361-Open Space District #07 22,113 21,394 24,515 30,557 6,042 362-Open Space District #08 63,164 65,253 83,514 88,633 5,119 363-Open Space District #09 55,641 54,985 75,019 87,040 12,021 364-Open Space District #10 59,556 70,490 94,963 101,407 6,444 365-Open Space District #11 158,851 158,166 192,630 197,538 4,908 366-Open Space District #13 0 0 - - - 367-Open Space District #14 307,121 253,348 399,437 414,159 14,722 368-Open Space District #15 14,898 13,775 22,776 23,562 786 369-Open Space District #17 7,924 7,827 10,198 10,835 637 371-Open Space District #18 161,574 164,544 210,675 232,832 22,157 372-Open Space District #20 1,546,515 1,495,266 1,824,447 1,884,730 60,283 373-Open Space District #23 63,741 69,721 66,946 74,819 7,873 374-Open Space District #24 22,723 22,430 34,434 37,191 2,757 375-Open Space District #26 8,116 8,994 13,042 13,785 743 376-Open Space District #31 185,508 206,009 224,550 253,735 29,185 378-CFD 07M Eastlake Woods & Vista 685,185 559,204 974,583 933,442 (41,141) 379-CFD 08M Vlg 6 McMillin & OR 1,092,210 1,145,604 1,672,634 1,956,040 283,406 380-CFD 09M ORV II Brookfield-Shea 1,132,579 1,019,319 1,343,156 1,447,147 103,991 381-CFD 14M-2-EUC Millenia 202,842 188,906 279,302 314,429 35,127 382-CFD 99-2 Otay Ranch Vlg 1 West 860,372 873,691 1,086,470 1,183,939 97,469 383-Town Ctr Business Improv Dist 2 1 - - - 386-Otay Ranch Preserve 767,783 692,170 780,327 804,387 24,060 387-CFD 98-3 Sunbow 2 1,081,162 1,089,571 1,276,348 1,333,982 57,634 388-CFD 97-1 Otay Ranch 2,810,571 2,780,660 3,582,183 3,917,873 335,690 389-Otay Ranch Village 1,2,6,7,12 36 20 - - - Total Expenditures $ 14,814,191 $ 14,780,150 $ 20,373,448 $ 23,463,219 $ 3,089,771 Page 788 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 259 Other Funds OTHER FUNDS – OPEN SPACE DISTRICT FUNDS (342 - 389) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Revenues 342-CFD 11-M Rolling Hills McM (207,169) (223,614) (226,688) (228,327) (1,639) 343-CFD 12-M Otay Ranch Village 7 (586,372) (589,219) (610,828) (606,932) 3,896 344-CFD 13-M Otay Ranch Village 2 (956,619) (1,387,186) (1,721,829) (2,409,842) (688,013) 345-CFD 12M Village 7 Otay Ranch (618,929) (660,860) (676,572) (681,479) (4,907) 346-CFD 14M-A-EUC Millenia (306,592) (328,164) (334,507) (336,931) (2,424) 347-CFD 14M-B-EUC Millenia (496,046) (496,842) (646,542) (647,329) (787) 348-CFD 18M Village 3 Otay Ranch (1,724,235) (1,880,322) (1,787,149) (1,982,382) (195,233) 349-CFD 19M Freeway Commercial 2 (289,825) (311,793) (297,637) (316,109) (18,472) 350-Bayfront Special Tax District (614,368) (565,043) (200,000) (500,000) (300,000) 351-Town Center Landscape Dist I (432) (556) - - - 352-Bay Blvd Landscape District (13,626) (14,013) (12,851) (13,028) (177) 353-Eastlake Maintenance Dist I (409,652) (415,555) (422,506) (442,921) (20,415) 354-Open Space District #01 (96,244) (96,925) (95,953) (101,417) (5,464) 355-Open Space District #02 (17,015) (16,629) (16,847) (17,805) (958) 356-Open Space District #03 (58,337) (60,212) (59,074) (62,441) (3,367) 357-Open Space District #04 (103,707) (111,469) (102,189) (108,014) (5,825) 358-Open Space District #05 (58,817) (59,244) (58,447) (61,781) (3,334) 359-Open Space District #06 (40,408) (39,803) (38,381) (40,570) (2,189) 361-Open Space District #07 (16,294) (16,073) (16,548) (17,492) (944) 362-Open Space District #08 (83,456) (85,274) (83,172) (87,914) (4,742) 363-Open Space District #09 (81,639) (83,511) (82,498) (87,194) (4,696) 364-Open Space District #10 (95,678) (98,224) (94,963) (100,370) (5,407) 365-Open Space District #11 (194,277) (198,732) (193,309) (204,325) (11,016) 366-Open Space District #13 (9) (11) - - - 367-Open Space District #14 (405,341) (413,856) (405,475) (428,590) (23,115) 368-Open Space District #15 (25,776) (25,722) (25,723) (27,190) (1,467) 369-Open Space District #17 (9,965) (10,135) (9,937) (10,504) (567) 371-Open Space District #18 (196,396) (197,058) (188,962) (196,854) (7,892) 372-Open Space District #20 (1,676,874) (1,715,898) (1,661,464) (1,756,303) (94,839) 373-Open Space District #23 (60,060) (60,516) (59,257) (62,635) (3,378) 374-Open Space District #24 (36,990) (34,550) (34,983) (36,978) (1,995) 375-Open Space District #26 (12,867) (13,056) (13,042) (13,785) (743) 376-Open Space District #31 (199,586) (199,206) (201,097) (203,876) (2,779) 378-CFD 07M Eastlake Woods & Vista (1,023,596) (1,052,546) (995,933) (1,013,101) (17,168) 379-CFD 08M Vlg 6 McMillin & OR (1,743,613) (1,808,391) (1,701,311) (1,770,578) (69,267) 380-CFD 09M ORV II Brookfield-Shea (1,509,731) (1,563,326) (1,491,357) (1,511,968) (20,611) 381-CFD 14M-2-EUC Millenia (262,849) (343,224) (335,452) (388,678) (53,226) 382-CFD 99-2 Otay Ranch Vlg 1 West (1,170,208) (1,174,339) (1,121,628) (1,137,129) (15,501) 383-Town Ctr Business Improv Dist 11,626 5,353 - - - 386-Otay Ranch Preserve (829,145) (871,692) (840,661) (922,011) (81,350) 387-CFD 98-3 Sunbow 2 (1,125,109) (1,145,442) (1,120,846) (1,184,763) (63,917) 388-CFD 97-1 Otay Ranch (3,564,827) (3,612,150) (3,422,177) (3,529,786) (107,609) 389-Otay Ranch Village 1,2,6,7,12 (2,616) (3,366) - - - Total Revenues $ (20,913,667) $ (21,978,394) $ (21,407,795) $ (23,249,332)$ (1,841,537) Net Fund Activity $ (6,099,476) $ (7,198,244) $ (1,034,347) $ 213,887 $ 1,248,234 Page 789 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 260 Other Funds OTHER FUNDS – MISCELLANEOUS SPECIAL REVENUE FUNDS Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 988,070 684,254 319,500 319,500 - Other Expenses 73,996 2,777,901 2,045,827 2,162,317 116,490 Other Capital 53,351 139,531 168,500 168,500 - CIP Project Expenditures 23,577 76,211 - - - Total Expenditures $ 1,138,995 $ 3,677,897 $ 2,533,827 $ 2,650,317 $ 116,490 Other Revenue (1,624,895) (4,817,320) (488,000) (513,995) (25,995) Transfers In (11,785,138) (10,987,848) (12,894,456) (11,082,053) 1,812,403 Use of Money and Property 1,244,655 (795,334) - - - Total Revenues $ (12,165,377) $ (16,600,501) $ (13,382,456) $ (11,596,048)$ 1,786,408 Net Fund Activity $ (11,026,384) $ (12,922,604) $ (10,848,629) $ (8,945,731)$ 1,902,898 Page 790 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 261 Other Funds OTHER FUNDS – MISCELLANEOUS SPECIAL REVENUE FUNDS Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 105-Bayfront Lease Revenue (27,969) 2,522,531 2,045,827 2,136,322 90,495 224-OR V2 Pub Benefit Contribution 82 - - - - 225-CPF Benefit Funds - 52,649 - - - 250-National Opioid Settlement - 37 - - - 260-Transp Fair Share Dev Contrib - 6 - - - 262-Public Benefit Contribution - 9,395 - - - 263-Developer Contributions 82,000 173,738 - - - 264-Donations - 140,818 - 25,995 25,995 316-Public Educational & Govt Fee 1,048,604 727,510 488,000 488,000 - 340-Section 115 Trust 36,278 51,214 - - - Total Expenditures $ 1,138,995 $ 3,677,898 $ 2,533,827 $ 2,650,317 $ 116,490 105-Bayfront Lease Revenue (1,033,159) (1,980,515) (2,045,827) (2,136,322) (90,495) 224-OR V2 Pub Benefit Contribution (5,986) - - - - 225-CPF Benefit Funds - (131,244) - - - 250-National Opioid Settlement - (92,382) - - - 260-Transp Fair Share Dev Contrib - (55,930) - - - 262-Public Benefit Contribution - (11,411) - - - 263-Developer Contributions (1,000,000) (4,050,483) - - - 264-Donations (160,934) (143,282) - (25,995) (25,995) 316-Public Educational & Govt Fee (463,961) (416,801) (488,000) (488,000) - 340-Section 115 Trust (9,501,339) (9,718,454) (10,848,629) (8,945,731) 1,902,898 Total Revenues $ (12,165,379) $ (16,600,502) $ (13,382,456) $ (11,596,048)$ 1,786,408 Net Fund Activity $ (11,026,384) $ (12,922,604) $ (10,848,629) $ (8,945,731)$ 1,902,898 Page 791 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 262 Other Funds OTHER FUNDS – INTERNAL SERVICE FUNDS (234, 341, 398) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 840,097 864,960 919,324 974,899 55,575 Supplies and Services 2,102,438 2,398,070 2,636,595 2,113,782 (522,813) Other Expenses 4,144,836 6,321,322 5,201,879 4,675,941 (525,938) Other Capital 6,630 - 193,469 - (193,469) Internal Service Charges 8,687 11,531 20,881 21,589 708 Transfers Out 1,372,357 1,226,216 1,317,140 1,335,255 18,115 Total Expenditures $ 8,475,045 $ 10,822,099 $ 10,289,288 $ 9,121,466 $ (1,167,822) Revenue from Other Agencies (77,370) - (214,000) - 214,000 Charges for Services - (3,668) - - - Transfers In (3,525,996) (6,375,129) (4,779,600) (3,602,339) 1,177,261 Other Revenue (5,163,434) (5,137,519) (5,083,136) (5,250,916) (167,780) Total Revenues $ (8,766,800) $ (11,516,316) $ (10,076,736) $ (8,853,255)$ 1,223,481 Net Fund Activity $ (291,755) $ (694,217) $ 212,552 $ 268,211 $ 55,659 OTHER FUNDS – INTERNAL SERVICE FUNDS (234, 341, 398) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 234-Advanced Life Support Program 2,391,611 2,246,961 2,722,074 2,582,472 (139,602) 341-Public Liability Trust 2,331,544 3,881,335 2,484,078 1,284,078 (1,200,000) 398-Workers Compensation Fund 3,751,891 4,693,803 5,083,136 5,254,916 171,780 Total Expenditures $ 8,475,045 $ 10,822,099 $ 10,289,288 $ 9,121,466 $ (1,167,822) Revenues 234-Advanced Life Support Program (2,554,918) (2,426,315) (2,509,522) (2,318,261) 191,261 341-Public Liability Trust (1,363,884) (4,243,502) (2,484,078) (1,284,078) 1,200,000 398-Workers Compensation Fund (4,847,997) (4,846,499) (5,083,136) (5,250,916) (167,780) Total Revenues $ (8,766,800) $ (11,516,316) $ (10,076,736) $ (8,853,255)$ 1,223,481 Net Fund Activity $ (291,755) $ (694,217) $ 212,552 $ 268,211 $ 55,659 Page 792 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 263 Other Funds OTHER FUNDS – OTHER ENTERPRISE FUNDS (405-407, 409-410) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Changes Expenditures Personnel Services 8,827,295 7,871,396 8,274,926 8,695,584 420,658 Supplies and Services 4,177,582 5,511,621 4,325,106 6,250,906 1,925,800 Other Expenses 1,753,594 1,865,802 2,597,894 2,798,184 200,290 Other Capital 11,433 136,006 - - - Utilities 104,085 160,293 69,133 167,691 98,558 Internal Service Charges 293,670 292,903 198,822 328,953 130,131 Transfers Out 3,346,489 3,290,966 3,135,364 3,158,103 22,739 CIP Project Expenditures 69,918 31,253 - - - Total Expenditures $ 18,584,066 $ 19,160,239 $ 18,601,245 $ 21,399,421 $ 2,798,176 Fines, Forfeitures, Penalties (155) - - - - Revenue from Other Agencies (1,371,086) - - - - Charges for Services (23,281,573) (21,438,541) (18,930,132) (21,330,307) (2,400,175) Use of Money and Property (10,121) (49,223) (132,580) - 132,580 Transfers In (579,430) (1,409,073) (257,308) (357,270) (99,962) Other Revenue (65,474) (796,449) (51,800) (51,800) - Total Revenues $ (25,307,838) $ (23,693,286) $ (19,371,820) $ (21,739,377)$ (2,367,557) Net Fund Activity $ (6,723,772) $ (4,533,048) $ (770,575) $ (339,956)$ 430,619 Page 793 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 264 Other Funds OTHER FUNDS – OTHER ENTERPRISE FUNDS (405-407, 409-410) Fund Detail Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures 405-City Jail 2,212,382 - - - - 406-Chula Vista Muni Golf Course 2,934,161 3,121,924 2,864,243 3,249,516 385,273 407-Living Coast Discovery Center 118,750 173,295 81,744 180,570 98,826 409-CV Elite Athlete Training Ctr 269,473 914,107 254,526 254,526 - 410-Transport Enterprise 13,049,299 14,950,913 15,400,732 17,714,809 2,314,077 Total Expenditures $ 18,584,066 $ 19,160,239 $ 18,601,245 $ 21,399,421 $ 2,798,176 405-City Jail (1,396,241) (1,050,786) - - - 406-Chula Vista Muni Golf Course (3,509,593) (3,214,174) (3,433,173) (3,615,498) (182,325) 407-Living Coast Discovery Center (117,536) (173,295) (80,608) (180,570) (99,962) 409-CV Elite Athlete Training Ctr (183,833) (914,359) (228,500) (228,500) - 410-Transport Enterprise (20,100,634) (18,340,672) (15,629,539) (17,714,809) (2,085,270) Total Revenues $ (25,307,838) $ (23,693,286) $ (19,371,820) $ (21,739,377)$ (2,367,557) Net Fund Activity $ (6,723,772) $ (4,533,048) $ (770,575) $ (339,956)$ 430,619 Page 794 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CAPITAL IMPROVEMENT PROGRAM Capital Improvement Program Summary CIP Revenue Summary CIP Expenditure Summary CIP Budget Summary Five‐Year CIP Project Summary Schedule Page 795 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 796 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CAPITAL IMPROVEMENT PROGRAM SUMMARY Page 797 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 798 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CAPITAL IMPROVEMENT PROGRAM SUMMARY 269 Capital Improvement Program Summary The following is an overview of the Capital Improvement Budget Program. The goal of the Capital Improvement Program (CIP) is to provide for the sustainable preservation of City-owned assets at the lowest cost and to leverage financial strategies to address infrastructure needs within a prioritized framework, which includes an assessment of the asset’s condition, capacity to meet service demands, probability of failure, maintenance and preservation strategies, and funding availability. The CIP is a living document used to identify current and future requirements and the basis for determining annual capital budget expenditures. The CIP document can be found in its entirety on the City’s website. To follow is a summary of the document. Capital Improvement Projects are defined as capital investments with a value of $50,000 or more and a minimum useful life of 5 years at a fixed location. Equipment, operating, and maintenance costs are budgeted in the City’s operating budget. New maintenance costs are included in the CIP budget and appropriated in future operating budget cycles� The CIP document provides the capital project budget detail and reporting by asset management category, funding, and location. This format better aids the decision-making process as it allows the City Council to review projects recommended in each asset management system, gain an understanding of the condition of the asset in relation to the overall system and the basis for the recommendation, as well as the availability of funding sources. The proposed projects’ detail sheets within each asset management system provide a description, location, project intent, type of project, link to the strategic goals, and funding requirements over the life of the project. CIP Process The Engineering and Capital Projects Department annually prepares a Capital Improvement Budget for the City Council’s approval. The process of developing the Capital Improvement Program is quite extensive and includes participation from each division of the department including Advance Planning, Project Delivery (Design/Survey), Traffic Engineering, Advanced Transportation Technologies & Maintenance, Inspection Services, Stormwater Management, Building Construction, Wastewater Management, and Fiscal Sustainability. Project proposals are submitted by these divisions and by other City departments such as Public Works, Fire, Police, Library, Development Services, and Community Services. The cooperation and diligence of each participating group is a critical component of the program’s quality and success. The CIP budget includes an estimated five-year Capital Improvement Program, which gives the public and City Council an idea of what infrastructure needs are projected in the future. This also allows the City to begin planning and identifying possible funding options to repair and/or replace infrastructure assets. The City is faced with the challenge of managing a range of aging infrastructure assets that are critical to maintaining an aging City while serving new development. Making sound decisions about asset maintenance and replacement requires detailed information about the assets’ expected life cycle, probability of failure, and capacity to meet the ongoing requirements necessary to sustain the system� The CIP Program is a planning tool the City uses to identify and manage the City’s capital needs and priorities. As such, amendments are presented to Council throughout the year to address any changes in priority and/or emergency infrastructure repairs. On a continuous basis, project proposals are added to the City’s capital improvement budget and project management database (CIPACE). These proposals are based on recommendations from “guiding documents” (see list below) adopted by the City Council as well as condition assessments performed by staff from the Engineering & Capital Projects and Public Works Departments. Page 799 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CAPITAL IMPROVEMENT PROGRAM SUMMARY 270 The process of establishing the annual CIP includes ranking proposals and projects, by reviewing the scopes, preliminary cost estimates, locations, and feasibility of each proposal. Projects are placed in order with the highest ranked receiving top priority, based on the following categories: ■City Needs – Does the proposal address an existing need, problem and/or safety concern? ■City Benefit – Does the proposal provide a benefit citywide or for a specific area? Does the proposal link to one of the City’s Strategic Goals? ■Regulatory Concerns, Implementation Pathways – Is the proposal feasible based on time and cost necessary to meet federal, state and City regulations? ■Methodology – Is the proposed scope and location consistent with a “guiding document” (see list below)? ■Funding Limitations/Availability – Does the proposal require funding from the General Fund? Is the proposal fully or partially funded by grant funds? Depending upon the availability of funding, lower ranked proposals may not be funded; however, they will remain on the Unfunded Proposals List to be addressed as resources become available. A list of non-funded projects is included as part of the CIP document. Another tool used in ranking and formulating the CIP recommendations are “guiding documents” approved by the City Council. “Guiding Documents” are used in the ranking process to ensure proposed CIP projects are consistent with established program priorities and determine whether the project description fits within a specific master plan (i.e., Pedestrian Master Plan). The ”guiding documents” also provide more insight on the planned project details. Typically, the development of these “guiding documents” includes a large public outreach element as described in the Public Input/Community Involvement section below. The following is a partial list of “guiding documents”, which have included public input from multiple stakeholders in the community. ■General Plan ■SANDAG 2050 Regional Transportation Program ■Active Transportation (Bikeway & Pedestrian) Plan ■Street Saver Condition Index Database ■Drainage Master Plan ■Wastewater Master Plan ■Fire Master Plan ■Asset Management Plan ■Parks Master Plan ■Redevelopment Implementation Plan ■Southwest United in Action Survey Results ■Third Avenue Streetscape Master Plan ■F Street Promenade Streetscape Master Plan ■Environmental Mitigation Program ■Bayfront TDIF Program ■Western TDIF Program ■TDIF Program ■Redevelopment Implementation Plan ■Traffic Monitoring Program ■Growth Management Oversight Committee Annual Report Page 800 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CAPITAL IMPROVEMENT PROGRAM SUMMARY 271 ■Other Specific Plans (e.g., Urban Core Specific Plan, Palomar, Bayfront and Main Street Specific Plans) Operational Impact of Capital Projects Typically, projects in the City’s Capital Improvement Plan and Budget only address the needs of existing assets and are not expected to substantially impact operational costs. However, if a new Fire Station, Library, Park, and/or Recreation Center was planned that had a significant operational impact, projected costs would be reflected in the City’s Five-Year Financial Plan, issued annually. Additionally, staffing, building maintenance, equipment maintenance, and utility costs associated with these facilities would be approved as part of the annual Budget Process. As a result, these costs would be specified within the Budget Document and identified under the Significant Budget Adjustment & Service Impact Sections of the Fire, Library and/or Community Services Departments. Public Input/Community Involvement As mentioned, the “guiding documents” included public input and involvement from multiple stakeholders. Throughout the development of a “guiding document”, a community engagement process is conducted in two phases and located in both eastern and western Chula Vista. During Phase 1, the outreach focuses on existing conditions. Several workshop sessions and booths at local civic events are scheduled with community stakeholder groups so that valuable local insight to existing conditions and desired infrastructure requests can be discussed and defined. Phase 2 focuses on soliciting feedback on the proposed networks and community priorities. Additional workshop sessions are scheduled to discuss progress made on refining proposed recommendations and priority or policy decisions needed to work towards a final scope and plan of action. Once the final draft of the “guiding document” is completed, the document is brought before any of the relevant Boards, Commissions, Associations, and/or Civic Groups for their review before it is brought for approval and adoption by City Council. Continuous public input throughout the development of these “guiding documents” is maintained including web-based and map-based questionnaires, and electronic opinion surveys hosted on the City’s website. Furthermore, the public is provided notice of upcoming Boards & Commission Meetings and City Council Public Hearings. Typical summary of public outreach includes: ■Community event booths for public to provide comments ■Workshop sessions held at public library sites closest to project ■Website surveys conducted during initial & final draft phases of project ■Consultant outreach programs & mailouts during development of project ■Presentations at Board & Commission Meetings prior to City Council adoption ■Final draft presentation at City Council Public Hearings The City continuously works with local community-based groups, healthcare organizations, faith-based groups, senior groups, commissions, home-owner associations, chamber of commerce, non-profit organizations, and other stakeholders in the community such as: ■Southwest Civic Association – citizen group interested in infrastructure needs within southwestern Chula Vista ■Crossroads II – citizen group interested in new development projects as they progress through the Planning Commission’s and City Council’s approval process ■Bike Walk Chula Vista – citizen group interested in bicycle & pedestrian infrastructure needs and programs ■Chula Vista Elementary School District – organization interested in traffic calming and pedestrian safety measures near elementary schools ■Sweetwater Union High School District – organization interested in traffic calming and pedestrian safety measures near middle schools and high schools ■DCVA – business group interested in programs and redevelopment within the downtown Chula Vista area Page 801 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CAPITAL IMPROVEMENT PROGRAM SUMMARY 272 Budget Development Although a component of the City Manager’s overall budget, the CIP budget is developed separately by Engineering and Capital Projects staff on an annual basis. The CIP budget process runs parallel to the development process for the City’s operating budget, and they are subsequently presented together for City Council approval. On June 7, 2022, a public hearing was held for the City Council to consider and adopt an amendment to the TransNet Local Street Improvement Program of projects for fiscal years 2022-2023 through 2026-27. Public comment is a vital component of the “guiding documents” and the CIP process. The public also had the opportunity to comment on the proposed CIP. The initial proposed capital improvement project detail sheets are posted annually in April of each year on the Engineering and Capital Projects website for public comment and review. www.chulavistaca.gov/departments/public-works/projects Additionally, the Engineering and Capital Projects Department publishes an annual proposed CIP budget. The document will be made available at the City Clerk’s Office, the Civic Center Library, Otay Ranch Mall Library, and the South Chula Vista Library. The proposed program reaffirms the City’s commitment to identify resources to move us toward long-term sustainability of our City’s current assets as well as new improvements that accommodate growth. The City will continue to collaborate with regional agencies, such as the Port, SANDAG, and Caltrans, to ensure that the needs of our City residents are met, taking into account the unique characteristics of our City and recognizing our role as the County’s second largest City and a leader in the South Bay� Page 802 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CIP REVENUE SUMMARY Page 803 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 804 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 275 Gas Tax: 11.39%Gas Tax: 11�39%Gas Tax: 11.39% Highway Bridge Program (HBP): 43.04%Highway Bridge Program (HBP): 43.04%Highway Bridge Program (HBP): 43.04% Measure A: 18.71%Measure A: 18.71%Measure A: 18.71%Measure P: 9.55%Measure P: 9.55%Measure P: 9.55% Sewer Facility Replacement: 4.94%Sewer Facility Replacement: 4.94%Sewer Facility Replacement: 4.94% Sewer Income Fund: 0.06%Sewer Income Fund: 0.06%Sewer Income Fund: 0.06% Sewer Service Revenue: 0.31%Sewer Service Revenue: 0.31%Sewer Service Revenue: 0.31% TDIF: 0.02%TDIF: 0.02%TDIF: 0.02% TransNet: 11.36%TransNet: 11.36%TransNet: 11.36% Western Parkland Acquisition andWestern Parkland Acquisition and Development: 0.62%Development: 0.62% Western Parkland Acquisition and Development: 0.62% FY 2024/2025 Capital Improvement Plan by Fund Source Fund Source Percentage Amount Gas Tax 11.39% $ 9,256,285 Highway Bridge Program (HBP) 43.04% $ 34,967,767 Measure A 18.71% $ 15,200,000 Measure P 9.55% $ 7,755,146 Sewer Facility Replacement 4.94% $ 4,015,000 Sewer Income Fund 0.06% $ 50,000 Sewer Service Revenue 0.31% $ 250,000 TDIF 0.02% $ 20,000 TransNet 11.36% $ 9,225,500 Western Parkland Acquisition and Development 0.62% $ 500,000 Total: 100% $ 81,239,698 CIP Revenue Summary The Capital Improvement Program is supported by several funding sources. City staff continuously explore opportunities to diversify revenue and leverage funding for infrastructure improvements. The following chart and table summarize the funding sources for the FY 2025 CIP budget. Fiscal Year 2025 CIP by Funding Source Page 805 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 276 The Capital Improvement Budget is primarily supported by Transportation Sales Tax (TransNet), Gas Tax/RMRA (Road Maintenance and Rehabilitation Account), and Measure P funds. Chula Vista voters approved Measure P – a temporary, 10-year, half-cent sales tax to fund high priority infrastructure needs. TransNet is the largest stable source of revenues for Capital Improvement projects. Along with TransNet, Gas Tax/RMRA funds continue to provide a steady source of revenue for street related projects. Other major revenues in this year’s budget include federal grant funding from the Highway Bridge Program (HBP) and Sewer Facility Replacement funds for ongoing capital improvement projects. Additionally, Measure A will be used to fund the development of a new Fire Training Facility that will accommodate 230 Fire and EMS personnel and allow for future growth within the Fire Department. Competitive grant revenue sources remain steady with grant revenue growth opportunities in the imminent future. Transportation grants include the Active Transportation Program and Federal Highway Safety Improvement Program. The following is a brief description of key funding sources which support the fiscal year 2025 Capital Improvement Budget: Development Impact Fees Traffic Signal Fee The Traffic Signal Fee is a trip-based development impact fee that is charged with the issuance of building permits for new construction. The fee can be utilized for the installation and upgrade of traffic signals throughout the City. No Traffic Signal DIF funding is programmed in fiscal year 2025. Transportation Development Impact Fee (TDIF) The City’s TDIF Program was established on January 12, 1988, by Ordinance 2251 for the collection of development impact fees to be used to construct transportation facilities to accommodate increased traffic generated by new development within the City’s eastern territories. Approximately $20,000 is programmed as part of the fiscal year 2025 CIP. Western Transportation Development Impact Fee (WTDIF) The City’s WTDIF Program was established on March 18, 2008, by Ordinances 3106 through 3110. This program is similar to the Eastern Transportation Development Impact Fee (TDIF) Program, which was established on January 12, 1988. In 2014, it was determined that the Bayfront, previously included in the WTDIF, be removed and a new DIF area covering only the Bayfront be established. No WTDIF is programmed as part of the fiscal year 2025 CIP. Telegraph Canyon Development Impact Fee The City’s Telegraph Canyon DIF was established on August 7, 1990, by Ordinance 2384 for collection of development impact fees to be used to construct drainage and channel improvements for the Telegraph Canyon Basin. No Telegraph Canyon DIF funds are programmed in the fiscal year 2025 CIP. Public Facilities Development Impact Fees The Public Facilities Development Impact Fee (PFDIF) is levied against new development throughout the City to mitigate the impacts of growth on the City’s public services. The monies collected are used in the construction of new, and renovation of existing public facilities. No PFDIF is programmed in the fiscal year 2025 CIP. Grants California Active Transportation Grant Program The Legislature created the Active Transportation Program (ATP) in 2013 to encourage increased use of active modes of transportation, such as biking and walking. The ATP consolidates existing federal and state transportation programs – including the Transportation Alternatives Program (TAP), Bicycle Transportation Account (BTA), and Safe Routes to School (SR2S) – into a single program with a focus to make California a national leader in active transportation. ATP Cycle 6 was announced in early 2022 and included about $440 million of Federal, State SB1, and State Highway (SHA) funding. The funding/programming years for ATP Cycle 6 include FY23/24, 24/25, 25/26, and 26/27. Regionally, $61.9 million was available and Chula Vista received approximately 21%, or $12.8 million for Page 806 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 277 two projects. Therefore, $12.8 million in ATP grant funds were programmed in the fiscal year 2024 CIP Program for two ATP projects: F Street Promenade - Phase 1 (Bay Blvd to Broadway) and the Bayshore Bikeway - Segment 6A (E Street to Lagoon Dr.). There are no additional ATP funds programmed as part of the fiscal year 2025 CIP. TransNet Active Transportation Grant Program (San Diego Region) The TransNet Active Transportation Grant Program (ATGP) is also funded with Transportation Development Act (TDA) funds. The grant program encourages local jurisdictions to plan and build facilities that promote multiple travel choices and increase connectivity to transit, schools, retail centers, parks work, and other community gathering places. It also encourages agencies to provide bike parking, education, encouragement, and awareness programs that support pedestrian and bike infrastructure. There are no ATGP grant funds programmed as part of the fiscal year 2025 CIP Program. Community Development Block Grant Funds Each year, the City receives approximately $2.4 million in Community Development Block Grant (CDBG) funds. Of this amount approximately $1.3 million is available for community development activities, which include capital improvement projects. In 2006, the City of Chula Vista received a CDBG Section 108 loan in the amount of $9.5 million for the completion of the Castle Park Infrastructure Projects. While the project has been completed, the City continues to allocate funding for the annual debt service payments of approximately $650,000 annually. This reduces the amount of CDBG funds available for other capital projects to approximately $0.3 - $0.5 million annually for the next few years. In addition to regular CDBG entitlement funds, the City received an additional $3 million through the CDBG CARES Act to respond to COVID related and homeless issues in the City. In 2022, the City began construction of a new homeless bridge shelter, which was completed in August of 2023. No CDBG funds are programmed as part of the fiscal year 2025 CIP Program. Highway Bridge Program The Highway Bridge Program (HBP) provides funding to enable states to improve the condition of their highway bridges through replacement, rehabilitation, and systematic preventive maintenance of deficient bridges. Included in the fiscal year 2024 Capital Improvement Program are two major bridge replacement projects: STL-0261, “Willow Street Bridge Widening,” at the Sweetwater River and STM-0386 “Heritage Road Bridge Replacement,” at the Otay River. The original Willow Street bridge was constructed in 1940 and, through a series of studies, was determined that it was not practical to rehabilitate the bridge, so funding for full replacement was subsequently approved by the Federal Highway Administration (FHWA) and Caltrans, which administers the HBP Grant Program in California. The Willow Street Bridge Replacement Project has been completed and provides an arched 610-foot-long bridge with four traffic lanes, 8-foot shoulders (bike lanes), and 5.5-foot sidewalks. The project consisted of two phases; $3.5 million water transmission line relocations and $16.7 million bridge replacement and was completed November of 2020. The total project cost for design and environmental clearance, construction, and construction administration was $23 million in HBP funds. Habitat mitigation monitoring, reporting and maintenance for the 5-Year Maintenance Period is currently underway and is set to end on July 1, 2024. The existing four-lane bridge at Heritage Road was built using FEMA emergency funding as an interim facility in 1993 when heavy flood waters destroyed the original two-lane river crossing. This interim bridge is inadequate for peak traffic volumes, does not accommodate pedestrians, special event vehicle volumes, and is unable to convey the 50-year storm without being overtopped. FHWA and Caltrans approved the bridge for replacement as the existing bridge is Functionally Obsolete (FO) and the cost of rehabilitation exceeded replacement. In 2014, the Heritage Road Bridge Replacement Project was accepted into the HBP. As of January 2024, approved grant funds total $6.8 million for preliminary engineering and $354,000 for right-of-way acquisition. An additional $3 million in grant funds have been approved for purchase of mitigation banking credits. However, the previously selected bank is unavailable to the project due to banking administrative constraints. A mitigation bank in the project’s tributary is working to be established, should it become accredited, the project would evaluate for use. Currently, all mitigation is proposed onsite. The project design is completed and construction permits/mitigation from the Resource Agencies are near approval. Pending construction programming has been identified in the amount Page 807 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 278 of $45.5 million with total cost anticipated at $53.6 million (including construction management). Advertising of the construction contract is anticipated Spring of 2024, with construction beginning in the Fall of 2024 and open to traffic in fiscal year 2027. Development Impact Fees from both Chula Vista and the City of San Diego benefit areas will provide the required matching funds. Approximately $35 million in HBP funding is programmed in fiscal year 2025 for the Heritage Road Bridge Replacement project. Page 808 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 279 Highway Safety Improvement Program The Highway Safety Improvement Program (HSIP) was established to attain a significant reduction in traffic fatalities and serious injuries on all public roads through the implementation of infrastructure-related highway safety improvements. There are no HSIP Grant funds programmed as part of the fiscal year 2025 CIP. Neighborhood Reinvestment Program The Neighborhood Reinvestment Program (NEP) provides grant funds to County departments, public agencies, and to non-profit community organizations for one-time community, social, environmental, educational, cultural or recreational needs. No NEP funds are programmed in the fiscal year 2025 CIP. Smart Growth Incentive Program Grant The TransNet Smart Growth Initiative Program (SGIP) provides funding for transportation-related infrastructure improvements and planning efforts that support smart growth development in Smart Growth Opportunity Areas as shown on the Smart Growth Concept Map (updated May 2016). The goal is to fund comprehensive public infrastructure projects and planning activities that facilitate compact, mixed-use, transit-oriented development and increase housing and transportation choices. There are no SGIP funds programmed as part of the fiscal year 2025 CIP. Rubberized Pavement Grant Program The California Department of Resources Recycling and Recovery (CalRecycle) provides the Rubberized Pavement Grant Program to promote markets for recycled-content surfacing products derived from waste tires generated in California and decrease the adverse environmental impacts created by unlawful disposal and stockpiling of waste tires. Rubberized Asphalt Concrete (RAC) is a proven road paving material that has been used in California since the 1970s. Under the Pavement Grant Program, two project types are eligible for grant funding - RAC and Rubberized Chip Seal projects. No Rubberized Pavement Grant funds are programmed as part of the fiscal year 2025 CIP. Miscellaneous Funds General Fund The General Fund is the City’s main operating fund used to pay for City services. No General Fund monies are programmed as part of the fiscal year 2025 CIP. Capital improvement projects will be funded by the Measure P commitment� Residential Construction Tax (RCT) The Residential Construction Tax (RCT) was established by the City Council in October 1971 to provide a more equitable distribution of the burden of financing parks, open spaces, public facilities, and other capital improvements, the need for which is created by the increasing population of the City. The RCT is applicable to all new residential units and paid by the person constructing the units. RCT funds are used to pay for debt service obligations resulting from the issuance of Certificates of Participation (COP’s) for western Chula Vista failing CMP repairs. No RCT funds are programmed as part of the fiscal year 2025 CIP. Capital Improvement Project Fund The Capital Improvement Fund was established to set aside monies for capital improvement projects. This fund does not generate revenues from any source except by transfer from other funds. Monies transferred to the fund are expended for budgeted capital improvement projects and monies remaining after completion of a project are transferred back to the fund from which the project was originally financed. No CIP funds are programmed as part of the fiscal year 2025 CIP. Park Acquisition and Development Fund The Park Acquisition and Development (PAD) fund is a depository for fees collected from subdividers for the purpose of providing park and recreational facilities directly benefiting and serving the residents of the regulated subdivisions east and west of the 805. These funds are collected pursuant to Chapter 17.10 of the Chula Vista Municipal Code, Page 809 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 280 in accordance with authority granted by Section 66477 of the California Government Code. A total of $500,000 in PAD funds are programmed in the fiscal year 2025 CIP Program to supplement a previously awarded state grant in the amount of $1.86 million. The new park will be located on D Street, west of Woodlawn Avenue, and will increase park acreage in western Chula Vista. Construction is expected to begin in the Fall of 2024.. American Rescue Plan Act Funds On May 10, 2021, the U.S. Department of the Treasury announced the launch of the Coronavirus State and Local Fiscal Recovery Funds, established by the American Rescue Plan Act of 2021 (ARPA), to provide $350 billion in emergency funding for eligible state, local, territorial, and Tribal governments. The Treasury also released details on how these funds can be used to respond to acute pandemic response needs, fill revenue shortfalls among these governments, and support the communities and populations hardest-hit by the COVID-19 crisis. With the launch of the Coronavirus State and Local Fiscal Recovery Funds, eligible jurisdictions have been able to access this funding to address these needs. The Treasury has launched much-needed relief to: ■Support urgent COVID-19 response efforts to continue to decrease spread of the virus and bring the pandemic under control; ■Replace lost public sector revenue to strengthen support for vital public services and help retain jobs; ■Support immediate economic stabilization for households and businesses; and, ■Address systemic public health and economic challenges that have contributed to the unequal impact of the pandemic on certain populations� The Coronavirus State and Local Fiscal Recovery Funds provide substantial flexibility for each jurisdiction to meet local needs—including support for households, small businesses, impacted industries, essential workers, and the communities hardest-hit by the crisis. These funds also deliver resources that recipients can invest in building, maintaining, or upgrading their water, sewer, and broadband infrastructure. There are no ARPA funds programmed in the fiscal year 2025 CIP Program. Voter Approved Funds Proposition 1B Highway Funds In 2007, the voters of the State of California approved Proposition 1B. This proposition included funds to be provided to cities within the State for local roadway improvements. The initial allocation of $3.6 million was spent on pavement rehabilitation projects in fiscal year 2011. The second allocation of $3.3 million was frozen by the State of California due to the State’s financial crisis and released in late April 2010 in monthly installments. As a result, the State provided an additional year of expenditure for Prop 1B funds received in fiscal year 2010. The City spent the second allocation of Prop 1B funds prior to June 2014. Gas Tax/RMRA The state of California imposes per-gallon excise taxes on gasoline and diesel fuel, sales taxes on gasoline and diesel fuel and registration taxes on motor vehicles with allocations dedicated to transportation purposes. These allocations flow through the Highway Users Tax Account (HUTA), the familiar gasoline tax revenues that have been in place for decades, and the Road Maintenance and Rehabilitation Account which allocates much of the revenue from the Road Repair and Accountability Act of 2017 (SB1 Beall). The SB1 Beall is a significant investment in California’s transportation systems. The Act increases per gallon fuel excise taxes, diesel fuel sales taxes and vehicle registration taxes, stabilizes the problematic price-based fuel tax rates and provides for inflationary adjustments to rates in future years. The Act significantly increased local streets and road funds allocated through the Highway Users Tax Account, allocating funds from new taxes through the “Road Maintenance and Rehabilitation Account (RMRA). In fiscal year 2025, the Gas Tax-RMRA budget is approximately $500,000 for pavement rehabilitation and maintenance based on the City’s Pavement Management System. Transportation Sales Tax Page 810 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 281 Transportation Sales Tax (TransNet) funds are derived from sales tax revenues levied in San Diego County that are collected by the State specifically for use on transportation related projects in San Diego County. The regional metropolitan planning agency, San Diego Association of Governments (SANDAG), programs these funds to municipalities within San Diego County. Revenues vary from year-to-year, depending on the amount of sales tax available to the region and the number and costs of projects for which municipalities, local transit, and Caltrans request funding. The revenue approved for municipalities is based on the specific cost estimates that are required to be submitted as part of the annual request for funding. The TransNet Extension Ordinance states that at least 70% of the funds allocated to local agencies for local road projects should be used to fund Congestion Relief (CR) projects. CR projects include the construction of new or expanded facilities, major rehabilitation and reconstruction of roadways, traffic signalization, transportation infrastructure to support smart growth, capital improvements for transit facilities, and operating support for local shuttle and circulator transit routes. No more than 30% of TransNet funds allocated to local agencies are expected to be used for local street and road maintenance. In the fiscal year 2025 CIP, the TransNet budget is approximately $9.2 million. Measure P On August 2, 2016, the City Council approved Ordinance 3371 modifying the Municipal Code to establish a temporary one-half cent General Transactions and Use Tax if approved by the voters. As part of the action to approve the Ordinance, the City Council approved a spending plan described as the Intended Infrastructure, Facilities and Equipment Expenditure Plan, which identified how the funds were to be allocated. On November 8, 2016, Chula Vista voters approved Measure P, authorizing the one-half cent sales tax increase on retail sales within the City for a period of ten (10) years. The Finance Department created the 2016 Measure P Sales Tax Fund for the purpose of monitoring all revenues and expenditures of Measure P funds. All expenditures of Measure P funds will be tracked and accounted for by the Finance Department in accordance with Generally Accepted Accounting Principles (GAAP) and presented annually in a report to the Citizens’ Oversight Committee (COC). Approximately $50,000 in Measure P funds are programmed as part of the fiscal year 2025 CIP. Sewer Funds Sewer Service Revenue The Special Sewer fund is used to account for the sale of the City’s excess Metropolitan Sewerage Capacity. A total of $250,000 in Special Service funds are programmed in the fiscal year 2025 CIP to fund the Sewer Cost of Service (Rate) Study, which will evaluate the sewer service charges to ensure they will cover the costs to operate and maintain the city’s sewer system. The study is approved for a five-year period, takes 6-12 months to complete, and another six months to implement. Trunk Sewer Capital Reserve The Trunk Sewer Capital Reserve Fund is a permit fee-based revenue source received from the owner or person applying for a permit to develop or modify the use of any residential, commercial, industrial, or other property that may increase the volume of flow in the City’s sewer system. The funds may be used for: (1) to repair, replace or enlarge trunk sewer facilities to enhance efficiency of utilization and/or adequacy of capacity to serve the needs of the City, or (2) to plan and/or evaluate any future proposals for area-wide sewage treatment and/or water reclamations systems and facilities. No Truck Sewer Capital Reserve funds are programmed in the fiscal year 2025 CIP. Sewer Facility Replacement Fund The Sewer Facility Replacement Fund is a fee-based revenue source that all properties pay each month as part of their sewer bills. The funds can be utilized to replace, rehabilitate or upgrade existing sewer facilities. Approximately $4 million in Sewer Facility Replacement funds are programmed in the fiscal year 2025 CIP. Sewer Development Impact Fee Funds These fees are levied against new development in specific areas of the City, based upon the sewer facility their project will impact. The monies collected are used to fund construction of public improvements designed to increase the capacity of the subject facilities, allowing the City to maintain service levels with increased demand. Included DIF Page 811 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP REVENUE SUMMARY 282 programs are the Telegraph Canyon Sewer Basin DIF, the Poggi Canyon Sewer Basin DIF, and the Salt Creek Sewer Basin DIF. No Sewer DIF funds are programmed in the fiscal year 2025 CIP. Page 812 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CIP EXPENDITURE SUMMARY Page 813 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 814 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 285 CIP Expenditure Summary The 2025-2029 Capital Improvement Program (CIP) is a five-year expenditure plan that provides the City with a financial strategy for infrastructure improvements. The estimated five-year project summary report is included at the end of this Capital Improvement Program (CIP) section. The CIP includes funding for projects and programs in various geographic areas of the City. The proposed fiscal year 2025 capital expenditure budget is approximately $81.2 million. The forecasted five-year program is estimated at $156 million. The 2025-2029 CIP program reflects the actions taken by Council and developed in accordance with Council adopted policies and guiding documents (such as and not limited to the City’s General Plan, Master Plans, Specific Plans and the Regional Transportation Plan) as well as generally accepted accounting principles. Overall, the 5-year program continues to trend favorably despite the economy and the fiscal constraints facing the City. Projects in this year’s Capital Improvement Budget have been sorted by the nine-asset management systems identified in the City’s Fiscal Recovery Plan and the Infrastructure Workshop with the City Council. This provides a mechanism to track CIP allocations by Asset Management System (AMS). The nine AMS’s include the following: ■The Roadway Management System (RMS) is comprised of all City-owned assets in the Public Right-of-Way. These assets include: Major and Local Streets, Sidewalks, Traffic Signals & Striping, Bicycle and Pedestrian paths, ADA Ramps and Curbs and Gutters. ■The Wastewater Management System (WMS) is comprised of Sewer Pump Stations, Rehabilitation and related projects� ■The Drainage Management System (DMS) is comprised of Citywide storm drain facilities. ■The Building Management System (BMS) is comprised of City-owned facilities including the Civic Center, Fire Stations, Libraries, Police Station, Recreation Centers, and community facilities such as Rohr Manor and the Woman’s Club� ■The Parks Management System (PMS) is comprised of the citywide park system. ■The Open Space Management System (OSMS) is comprised of the Open Space Districts and Community Facility Districts (CFDs). ■The Fleet Management System (FMS) is comprised of infrastructure associated with maintaining City-owned vehicles. ■The General Government Management System (GGMS) includes general-purpose items such as Automation, Utility Undergrounding and Parking Meters. ■The Urban Forestry Management System (UFMS) is comprised of City-owned street trees, and trees within Public Right-of-Way and parks. The following chart provides an expenditure breakdown, by Asset Management System, totaling approximately $81.2 million of recommended appropriations: Page 815 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 286 Roadway Management System (RMS) A majority of the CIP funding is focused on the Roadway Management System (RMS). The total amount programmed for the Roadway Management System (RMS) is $57.0 million, which represents 89.8% of the proposed CIP budget. Project types within the RMS are Major Streets, Local Streets, and Traffic. The following table summarizes the funding by these project types� Fund Source Percentage Amount Local Streets 11.14% $ 6,350,728 Major Streets 82.01% $ 46,755,637 Traffic 6.85% $ 3,905,000 Total: 100% $ 57,011,365 Major Streets Approximately $35 million in Highway Bridge Program grant funding has been programmed for the Heritage Road Bridge Replacement project, which is associated with the widening of Main Street from Nirvana Avenue to Heritage Road to a 6-lane major and widening Heritage Road from Main Street to Entertainment Circle by adding two lanes including sidewalk and bike lanes on both sides of the street. The Highway Bridge Program and TDIF will fund the replacement of the Heritage Road bridge. Approximately $11.5 million in funding is included for Citywide Major Pavement Rehabilitation Projects. Major pavement rehabilitation includes resurfacing and pavement overlays, which may extend street life by 15-20 years. Failure to complete proactive street maintenance will lead to the accelerated deterioration of City streets, thereby, costing more to repair in the long-term� Additionally, a total of $340,000 is programmed to support the Pavement Management System and the Bikeway Facilities Gap Program� Local Streets Building: 22.07%Building: 22�07%Building: 22.07% Drainage: 0.03%Drainage: 0.03%Drainage: 0.03% General Gov't: 0.07%General Gov't: 0.07%General Gov't: 0.07% Parks: 2.34%Parks: 2.34%Parks: 2.34% Roadway: 70.18%Roadway: 70.18%Roadway: 70.18% Wastewater: 5.31%Wastewater: 5.31%Wastewater: 5.31% FY 2024/2025 Capital Improvement Plan by Asset Fiscal Year 2025 Proposed CIP by Asset Management System Page 816 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 287 Approximately $3.2 million is programmed for the annual Pavement Maintenance Program to extend street life by 7-10 years. Funding of over $3.1 million is planned for projects associated with curb, gutter, sidewalk, pedestrian, and Americans with Disabilities Act (ADA) pedestrian ramp improvements throughout the City. Traffic Approximately $3.5 million is programmed for the Traffic Calming Program, Traffic Signal System Optimization, Traffic Signal and Streetlight Systems Upgrade and Modification Program, Neighborhood Traffic & Pedestrian Safety Program, Adaptive Traffic Signal System, and other traffic related programs. A total of $400,000 is programmed for pedestrian and guardrail improvements at various locations throughout the City� Wastewater Management System (WMS) The appropriation for the Wastewater Management System (WMS) is $4.3 million, which represents 5.31% of the proposed CIP budget. Sewer Projects Approximately $3.2 million from the Sewer Facility Replacement Fund is being added for the rehabilitation and upsizing of the Telegraph Canyon sewer basin. The project, guided by the 2014 Wastewater Master Plan, will replace approximately 4,200 linear feet of 15-inch pipe with 440 linear feet of 24-inch pipe, and 3,760 linear feet of 18-inch pipe from Moss St. & Industrial Blvd. to J St. & Colorado Ave. Advertising is scheduled for November 2024, with construction planned to begin in February of 2025� In addition, a total of $300,000 is programmed for a Sewer Fees Analysis and Sewer Cost of Service (Rate) Study. A complement to the Wastewater Master Plan is the Wastewater Asset Management Plan (WAMP) focusing on existing infrastructure. The WAMP utilizes condition assessments already completed or underway to establish a priority level for rehabilitations/replacements to ensure reliability of facilities. No additional funding is programmed for the WAMP as part of the fiscal year 2025 CIP. Drainage Management System (DMS) The appropriation for Drainage Management System (DMS) projects is $25,000 which represents 0.03% of the proposed CIP budget. Drainage CMP located outside the right of way and within drainage easements in critical or unknown condition, was funded for rehabilitation/replacement using Measure P. No funding for CMP rehabilitation is programmed in the fiscal year 2025 CIP. Similarly, CMP in critical condition within the right of way has been assigned funding using Gas Tax and TransNet. CMP in satisfactory condition, regardless of location, will continue to be monitored and assigned funding as the needs arise� The Statewide Trash Amendments mandate that jurisdictions control the discharge of trash from Municipal Separate Storm Sewer Systems (MS4) into receiving waters. In response, the City has devised an Implementation Plan to meet these regulations, with a final compliance deadline set for fiscal year 2029. This plan entails the installation and perpetual maintenance of Full Capture Trash Best Management Practices (BMPs) within storm drains in the targeted areas� To outline the City’s approach to compliance with the Trash Amendments, City Council adopted Resolution 2017- 158, which delineates the adopted strategies and commitment. Project DRN0214 is a focal point of these efforts, with $125,000 allocated in previous years to prevent trash from infiltrating local creeks, rivers, and San Diego Bay. An additional $25,000 is programmed to this project as part of the fiscal year 2025 CIP. Page 817 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 288 Building Management System (BMS) The appropriation for Building Management System (BMS) projects is approximately $17.9 million and represents 22.07% of the proposed CIP budget. Programming includes $2.7M of Measure P funding for the Public Building and Repairs project (GGV0234), and $15.2 million of Measure A funding for the development of a new fire training facility. Additional funding provided by Measure P in preceding years supports several ongoing, multi-year projects focused on completing building repairs and replacing assets that have reached or surpassed their expected useful life. These projects encompass essential facilities such as Fire Stations, the Police Facility, Civic Center, South Libraries, and other public buildings. The allocated funds will ensure the maintenance and enhancement of these vital community assets� Fleet Management System (FMS) There are no CIP projects associated with Fleet infrastructure. However, since the adoption of Measure P, approximately $34 million has been allocated towards replacing 169 no-public safety vehicles, 150 police vehicles, and 39 fire vehicles that had exceeded their recommended replacement period. Measure P funds have also facilitated the installation of electric charging stations at select municipal facilities, supporting the integration of new electric vehicles into the fleet. Other funds, such as Wastewater, Development Services, and Measure A also fund vehicle replacement and/or new additions to the Fleet in order to meet service needs. Parks Management System (PMS) The appropriation for Park Management System (PMS) projects is $1.9 million, which represents 2.34% of the proposed CIP budget. Approximately $1.4 million in Measure P funds are planned for park infrastructure asset replacements and repairs associated with drinking fountains, irrigation controls, lights, picnic tables, benches, and similar amenities. Additionally, repairs may also include efforts to bring the City’s sports fields up to good standing. Fiscal Year 2025 also includes $500,000 in funding from the Western Parkland Acquisition and Development fund to supplement $1.9 million in state grant funding awarded to the City for the design and construction of Patty Davis Park (PRK0341). Open Space Management System (OSMS) The Open Space Districts and Community Facility Districts (CFD’s) were established with new subdivisions beginning in the 1980s. These funding mechanisms were established to ensure sustainable improvements in the natural and landscaped areas in and around the new developments. These fees were structured to allow incremental adjustment with inflation and have generally kept pace with the maintenance needs of the districts. There are no CIP projects associated with the Open Space Management System. Urban Forestry Management System (UFMS) The Urban Forestry Management System is responsible for monitoring the overall health of trees throughout the City, including street trees, park trees, and trees located on City property. The City continues to maintain City street trees to: ■Ensure ongoing traffic safety along City streets; ■Enhance the appearance and image of the City; ■Improve the air quality and the environment for City residents; and ■Clear right-of-way obstructions. Industry standard sets the ideal schedule for periodic tree trimming as follows: Palms need to be trimmed every 1 or 2 years. Non-palms are recommended to be trimmed every 3‐5 years (eucalyptus and pine every 2‐3 and broadleaf Page 818 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 289 every 5‐6). Based on an inventory of about 27,500 trees and using 5 years, the annual goal is to trim 5,500 trees. There are no CIP projects associated with the Urban Forestry Management System. General Government Management System (GGMS) The appropriation for General Government Management System (GGMS) projects is $60,000, which represents 0.07% of the proposed CIP budget. General Government The City has approximately 164 Miles of aboveground electric distribution wires on arterial/collector streets (20A Program) and on local streets (20B Program) with an estimated cost to underground of $275 million. The Franchise Agreement with SDG&E Allocation is $2 million per year from 20A funds and about 33 miles of arterial/collector streets qualify, but at a cost of about $134 million. Close to $40 million has been expended on underground projects since the 1990’s. As of Spring 2023, the City’s 20A fund allocation has a positive balance of approximately $12 million. Draw down on the balance is expected in 2023 as the design work for UUD# 141 is completed and the conversion work commences. On November 21, 2017, the City Council held a Public Hearing and formed the two Utility Undergrounding Districts (UUD) for the F Street corridor: F Street from Bay Blvd. to Broadway (UUD #141) – $3 million, and from Broadway to Fourth Avenue (UUD #142) – $1.6 million via Resolution 2017-216. Design work has commenced with SDG&E on UUD #141 and the undergrounding of the utilities will begin in 2023 with completion estimated in 2024. The cost estimate of UUD #141 was recently increased to $5.9 million to reflect current design plans and inflationary increases in construction costs. MTS also removed approximately 1,550 LF of railroad tracks, ties, ballast and repaved the center of F Street west of Broadway in August of 2019 at a cost of about $600,000. SDG&E began the conversion work for UUD # 141 on F street in 2023, which will be followed by the F Street Promenade Streetscape Improvements funded with almost $10 million in Active Transportation Program Grant funds. The conversion work east of Broadway on UUD #142 is anticipated to closely follow UUD #141 completion, but the CPUC has taken a decision to sunset the 20A Program as of December 31, 2022. It is unclear at this time if a new program will be created to continue utility undergrounding� A total of $60,000 is programmed for advance planning associated with the Citywide CIP Program. Regional Projects The City of Chula Vista CIP includes funding for several planning level studies related to regional projects. Regional projects are predominantly funded and led by regional agencies such as Caltrans or SANDAG, however, City staff is often involved in the delivery of these projects, since they provide a direct benefit to the community and provide sustainable infrastructure. CIP funding for regional projects is often necessary to assist regional agencies with initiating projects and to fund City staff costs. The following is a summary of various regional projects: Interstate-5 Multi-modal Corridor Study In an effort to identify all transportation related improvements needed along, across and within the four-mile long Interstate-5 and rail corridor in Chula Vista, the City has combined efforts with Caltrans, Metropolitan Transit System (MTS) and SANDAG to undertake this planning level study. Funding is provided by a combination of TransNet and two Federal grants. The study has three phases of work, which are all now completed. Phase I identified and prioritized needed transportation improvements to improve mobility and goods movement within the study area bounded by SR-54 and Main Street. The results of the first phase study included in the 2050 Regional Transportation Plan adopted by SANDAG in October 2011 and in 2015. This report is used as a technical appendix to the SANDAG 2050 Regional Transportation Plan. Rail improvements were identified as the highest near- term need and led to the SANDAG’s Board of Directors approval of the design phase at Palomar Street. Design began in 2021 and will be completed by the end of 2025. www.sandag.org/regional-plan Page 819 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 290 Phase II, the Chula Vista Light Rail Corridor Improvements Project Study Report, is a grade separation study for each of the three light rail trolley stations at E Street, H Street and Palomar Street. This document, completed in August 2012, has planning level work for the ultimate rail corridor improvements in Chula Vista. Final recommendations from the Light Rail Train (LRT) Improvement study were incorporated into the Phase III environmental work for the Palomar Street location as well as future regional plans and as individual projects into the Bayfront Development Impact Fee Program, the Western Transportation Development Impact Fee (WTDIF) Program and the CIP program. https://www.chulavistaca.gov/home/showpublisheddocument/16349/636542936250330000 In April of 2017, the E Street, F Street & H Street rail corridor study was updated to include additional information on project limits and a program level cost estimate. The “CHULA VISTA LIGHT RAIL CORRIDOR IMPROVEMENTS FINAL SUPPLEMENTAL PROJECT STUDY REPORT” functions as a supplemental report to the 2012 Project Study Report, and whose purpose is to document the analysis of one additional alternative for grade-separating the MTS (San Diego Metropolitan Transit System) LRT tracks from the roadway crossings at E and H Streets by combining the two grade separations into one project. Since F Street is between E and H Streets, this combined project would also grade-separate the F Street crossing� The three future grade separated tracks are also used by the freight trains that travel through this corridor. The completed Phase I and Phase II studies serve to identify an accurate project description for Phase III, which commenced in FY 2013-14 for the environmental work and preliminary engineering of grade-separating the Palomar Street railroad crossing near the intersection with Industrial Blvd. On January 28, 2020, the City Council approved the Project Report for the Palomar Street Rail Grade Separation Project with Resolution 2020-015. A freight rail and LRT grade-separation Environmental Impact Report (EIR) for the Palomar Street rail crossing commenced in FY 2013-14 and was completed during this phase. Chula Vista Light Rail Corridor Improvements www.chulavistaca.gov/departments/engineering/light-rail-corridor-improvements This environmental and preliminary design work was the last phase of the I-5 Multi-modal Corridor Study. The Palomar Street crossing is the highest priority LRT grade-separation project out of 27 study locations evaluated within San Diego County. City staff worked with SANDAG staff to obtain the $5 million design phase funded in FY20 for the next phase of work for Palomar Street. SANDAG and the City of Chula Vista were awarded $21.5 million through the Rebuilding American Infrastructure with Sustainability and Equity (RAISE) program. These funds will be used for the project’s design phase, which includes acquiring right-of-way and relocating utilities ahead of the start of construction. The construction phase is likely to get regional, State & Federal funding once the design phase nears completion in late 2025. The design phase is estimated to take 24 to 30 months. Pending SANDAG funding for the construction phase in FY25, construction could be up to 36 months in duration with a project completion date sometime in FY2029� Page 820 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 291 The H Street and the E street locations rank fourth and sixth, respectively. Due to the proximity of the F Street crossing and freight rail profile design constraints between the Sweetwater River and the J Street rail crossing, F Street must be grade separated along with the E Street and H Street rail crossings. The updated April 2017 E Street & H Street Grade Separation Project Alternatives Analyses/Feasibility Study (AA/FS) Report was completed with input from the freight rail operator. This AA/FS report provides additional information on the extent of the work needed from south of the Sweetwater River to a point south of the J Street crossing for this corridor. The AA/FS report also includes a preliminary opinion of probable costs� Ultimate improvements for this freight and LRT rail corridor are planned for in the SANDAG Regional Transportation Plan and shown in Appendix A. https://www.sandag.org/-/media/SANDAG/Documents/PDF/regional-plan/2021-regional-plan/final-2021-regional- plan/2021-regional-plan-appendix-a-2021-12-01.pdf This project titled “Blue Line/Mid-Coast Frequency Enhancements and rail grade separations at 28th St, 32nd St, E St, H St, Palomar St, at Taylor St and Ash St, and Blue/Orange Track Connection at 12th/Imperial” is included as in the ”2019 Federal Regional Transportation Plan” – Appendix A, as a two phased project with a planned completion date of Year 2035 for the work within Chula Vista. No funding is yet identified for the E Street (& F Street) to H Street rail corridor other than the current design phase of work at Palomar Street. As indicated below, the Chula Vista locations are planned to be completed by year 2035. In FY21, staff submitted to SANDAG an application packet for all four Chula Vista rail improvements so that they can be considered in the next Federal Transportation Act. Phase I – Blue Line Frequency Enhancements and rail grade separations at 28th St, 32nd St, E St, H St, Palomar St, and Blue/Orange Track Connection at 12th/Imperial (Year 2035). Phase II – Blue Line rail grade separations at Taylor St and Ash St (Year 2050). Main Street Extension from Heritage Road to La Media Road. The project is in coordination with the development community to consider several roadway alignments of which one includes a bridge over Wolf Canyon and associated utilities. The initial work involves meeting with the resource agencies and Caltrans, which will ultimately result in the completion of the environmental document and preliminary level bridge and utility design. The development community continues their evaluation of various land use alternatives that will determine the timing and alignment needs for this arterial roadway but more immediate needs are further east along the SR-125 corridor. On July 30, 2020, as new development continues in the southeastern portion of the City in Otay Ranch, the developer, with approval by the City, initiated work with Caltrans on a future pair of $65M interchanges at SR-125/Main Street and at SR-125/Otay Valley Road (La Media Road). Additional discussion with Caltrans has been conducted on the first interchange with SR-125 at the easterly terminus of Main Street between Magdalena Avenue and westerly extension of Hunte Parkway from Eastlake Parkway. To eventually proceed to the construction phase for the initial interchange at Main Street, a Project Initiation Document (PID) via a Project Study Report has been completed for the project and is currently in the environmental clearance phase. Design phase for the project is anticipated in FY25. The second location is an overcrossing planned south of Main Street at Otay Valley Road. Otay Valley Road is the south-to-easterly extension of La Media Road across the SR-125 corridor. This overcrossing is needed but may be constructed as a secondary interchange pending the traffic and geometric studies. The phase of work and completion of work timeline for the SR-125 interchanges are: 1. Project Initiation Document/Project Study Report (FY23) 2� Project Report/Environmental Document (FY25) 3� Construction Phase (Begin FY25 – Open to Public FY27) Page 821 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 292 I-805 South Express Lanes Project (from “www.keepsandiegomoving.com” website): Work began in June 2012 on the first phase of the I-805 South Express Lanes Project, a $1.1 billion effort to create a modern, new transportation backbone that will meet the future needs of travelers in our region. When finished, the project will offer new transportation choices, relieve traffic congestion, and improve the quality of life in South County. Page 822 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 293 Phase I ■Built nearly eight miles of Carpool/High Occupancy vehicle (HOV) lanes and ten sound walls between East Naples Street in Chula Vista and State Route 94 (SR 94) in San Diego (completed 2014) ■Constructed a Direct Access Ramp (DAR), Transit Station and Park & Ride at East Palomar Street in Chula Vista that provides new travel choices for commuters (completed 2017) ■Added a northbound auxiliary lane and a southbound outside through lane along I-805 from State Route 54 (SR54) to East Plaza Boulevard to accommodate the maneuvering of entering and exiting traffic (completed 2016) ■Constructed five additional sound wall segments along I-805 between East Naples Street and Bonita Road in Chula Vista (completed 2020) ■Constructed bridge and safety improvements between Bonita Road and SR54 in National City (completed 2021) Phase II ■Convert the HOV Lanes into Express Lanes to construct an HOV direct connector between I-805 and I-15. ■ Construct planned in-line transit stations built in the freeway median at East H Street in Chula Vista and East Plaza Boulevard in National City. ■Construct a northbound auxiliary lane between East Naples Street and Telegraph Canyon Road in Chula Vista along I-805 to extend the merging distance between on and off-ramps. ■Construct additional sound walls. * Construction of these improvements will be scheduled as funding becomes available. www.keepsandiegomoving.com/I-805-corridor/I-805-south-segment.aspx The South Bay Bus Rapid Transit (SBBRT) Project Significant construction work was completed for South Bay Rapid in FY 2017/18 and FY 2018/19. This project includes 12 stations along a 26-mile route from the Otay Mesa Port of Entry to Downtown San Diego via eastern Chula Vista, connecting to employment and activity centers in Downtown San Diego and South County. This project also will include a nearly six-mile-long transit-only guideway within the center median of East Palomar Street and along Eastlake Parkway in Chula Vista. Construction of one of the four segments (from Heritage Road to Olympic Parkway) was completed at the end of 2017. Two segments (Olympic Parkway to Birch Road & Otay Mesa Transit Center) were completed in 2018. Due to extensive utility relocation work between Oleander Avenue and Paseo Ladera, the last segment, Oleander Avenue to Heritage Road, was completed in early 2021. Rapid service began on January 27, 2019. Construction through Chula Vista will be completed in three (3) phases by SANDAG plus one (1) phase by the developer: 1. Phase 1A – from Oleander Avenue to Heritage Road. This segment is under construction now and has provided a new traffic signal at Oleander Avenue/East Palomar Street. Except for the landscaping maintenance period, all construction was completed in FY 2020/21. 2� Phase 1B – from Heritage Road to Olympic Parkway. Construction began in February 2016 and was completed in fiscal year 2018. 3� Phase 2 – from Olympic Parkway and across the SR-125 Toll Road via a new pedestrian and bus bridge overcrossing. Then around the northerly and easterly frontage of the Otay Ranch Mall to Birch Road. Construction began in September 2016. This phase was completed in fiscal year 2019. 4� Millenia Station – work by the developer south of Birch Road within the Millenia project area was generally completed in fiscal year 2019. Updates to the regional projects can be found on the following weblink: www.keepsandiegomoving.com Future I-5 (Blue Line), SR 125 & I-805 (Purple Line) Corridor System Management Plans Page 823 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP EXPENDITURE SUMMARY 294 In late 2019, the SANDAG Board of Directors took two actions that ultimately approved an amendment to the FY 2020 Program Budget, adding $593.4 million in formula funds for numerous region wide projects. For Chula Vista, the freeway corridors listed below have commenced and will conclude with recommendations for various transportation improvements that could be implemented in phases over many years: ■Complete Corridor: Blue Line Express/I-5 South & Palomar St Rail Xing ■Complete Corridor: High Speed Transit/SR 125 ■Complete Corridor: Purple Line Corridor/I-805 City staff has been working with SANDAG on the Comprehensive Multimodal Corridor Plan (CMCP) known as the South Bay to Sorrento (SB2S) Study. The CMCP evaluates all travel modes and transportation facilities in a defined corridor – highways and freeways, parallel and connecting roadways, transit (bus, bus rapid transit, light rail, intercity rail, etc.), pathways, and bikeways to accommodate more efficient movement of people and goods through the southern portion of San Diego County. The completed CMCP will help the San Diego region compete for local, state, and federal funds, including SB1. The SB2S Study was completed in September 2022. https://www.sandag.org/regional-plan/comprehensive-multimodal-corridor-plans/south-bay-to-sorrento-cmcp CIP Document The initial proposed capital improvement project detail sheets are posted annually in April of each year on the Public Works website for public comment and review. www.chulavistaca.gov/departments/public-works/projects The proposed CIP is presented at a Council Budget Workshop and adopted in May of every year. Additionally, the Engineering & Capital Projects Department publishes an annual adopted CIP budget. The document is made available at the City Clerk’s Office, the Civic Center Library, Otay Ranch Mall Library, the South Chula Vista Library, and the City’s website. Page 824 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda CIP BUDGET SUMMARY Page 825 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 826 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP BUDGET SUMMARY 297 CAPITAL IMPROVEMENT BUDGET Funding Summary by Project Type BUILDING FY 2024-25 Proposed GGV0234 Public Building Repairs (Measure P) $ 2,728,333 SAF0170 Fire Training Facility $ 15,200,000 BUILDING TOTAL $ 17,928,333 DRAINAGE FY 2024-25 Proposed DRN0214 Full Capture Trash BMP Installation $ 25,000 DRAINAGE TOTAL $ 25,000 GENERAL GOVERNMENT FY 2024-25 Proposed CTY0202 CIP Advance Planning $ 60,000 GENERAL GOVERNMENT TOTAL $ 60,000 PARKS FY 2024-25 Proposed PRK0326 Park Infrastructure (Measure P) $ 1,000,000 PRK0327 Sports Court & Fields $ 400,000 PRK0341 Patty Davis Park Design and Construction $ 500,000 PARKS TOTAL $ 1,900,000 Page 827 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP BUDGET SUMMARY 298 CAPITAL IMPROVEMENT BUDGET Funding Summary by Project Type ROADWAY FY 2024-25 Proposed CTY0219 Pavement Management System $ 240,000 CTY0232 ADA Pedestrian Connectivity Program $ 50,000 STL0454 ADA Pedestrian Curb Ramps Program FY2021/22 $ 450,000 STL0463 Pavement Repair Program $ 400,000 STL0470 Sidewalk Panel Replacement Citywide $ 2,126,813 STL0471 Pavement Maintenance FY2024/25 $ 1,473,915 STL0472 RMRA Pavement Maintenance FY2024/25 $ 1,300,000 STL0473 Sidewalk Replacement Program - FY2024/25 $ 300,000 STL0474 ADA Pedestrian Curb Ramps Program - FY2024/25 $ 250,000 STM0369 Bikeway Facilities Gap Program $ 100,000 STM0386 Heritage Road Bridge Replacement Project $ 34,967,767 STM0403 RMRA Pavement Rehabilitation FY2024/25 $ 5,732,370 STM0404 Pavement Major Rehabilitation Program FY2024/25 $ 5,715,500 TRF0274 Traffic Count Station Program $ 20,000 TRF0321 Citywide Traffic Data Program $ 20,000 TRF0325 Traffic Monitoring Program $ 20,000 TRF0327 Neighborhood Road Safety Program $ 400,000 TRF0332 Signing and Striping Program $ 50,000 TRF0337 Traffic Signal Left Turn Modification Program $ 20,000 TRF0345 School Zone Traffic Calming Program $ 200,000 TRF0350 Traffic Signal System Optimization Program $ 350,000 TRF0354 Traffic Congestion Relief Program $ 250,000 TRF0366 Traffic Signal and Streetlight Systems Upgrade and Modification Program $ 300,000 TRF0411 Pedestrian Improvements at Uncontrolled Mid-block Crosswalks at Castle Park Middle School $ 75,000 TRF0414 Pedestrian Access and Traffic Calming Program $ 50,000 TRF0415 Telegraph Canyon Road Raised Median Improvements $ 125,000 TRF0421 Engineering & Traffic Survey Updates Project $ 100,000 TRF0429 Pedestrian and Guardrail Improvements at Various Locations $ 200,000 TRF0436 Pedestrian Hybrid Beacon- Fourth Ave. & Orsett St $ 75,000 TRF0438 Left Turn Extension Storage Study $ 150,000 TRF0439 Traffic Signal Modifications FY25 (Measure P) $ 1,500,000 ROADWAY TOTAL $ 57,011,365 Page 828 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → CIP BUDGET SUMMARY 299 CAPITAL IMPROVEMENT BUDGET Funding Summary by Project Type WASTEWATER FY 2024-25 Proposed SWR0294 Sewer Access Rehabilitation Program FY2015/16 $ 400,000 SWR0312 Sewer Rehab & Upsize Telegraph Canyon Basin (Industrial Blvd) $ 3,175,000 SWR0315 Sewer Manhole Inspection Program FY2019/20 $ 40,000 SWR0319 Sewer Access Road Rehabilitation Program FY2024/25 $ 400,000 SWR0329 Sewer Fees Analysis FY25 $ 50,000 SWR0330 Sewer Cost of Service (Rate) Study $ 250,000 WASTEWATER TOTAL $ 4,315,000 GRAND TOTAL – ALL PROJECTS: $ 81,239,698 Page 829 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 830 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda FIVE-YEAR CIP PROJECT SUMMARY SCHEDULE Page 831 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 832 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → FIVE-YEAR CIP PROJECT SUMMARY SCHEDULE 303 2024/25 – 2028/29 Capital Improvement Program CIP #Project Name 2024/2025 2025/2026 2026/2027 2027/2028 2028/2029 Total CTY0202 CIP Advanced Planning $ 60,000 60,000 60,000 60,000 60,000 300,000 CTY0219 Pavement Management System $ 240,000 120,000 120,000 120,000 120,000 720,000 CTY0232 ADA Pedestrian Connectivity Program $ 50,000 50,000 50,000 50,000 50,000 250,000 DRN0214 Full Capture Trash BMP Installation $ 25,000 25,000 25,000 25,000 25,000 125,000 GGV0234 Public Building Repairs (Measure P) $ 2,728,333 - - - - 2,728,333 PRK0326 Park Infrastructure $ 1,000,000 - - - - 1,000,000 PRK0327 Sport Court & Fields $ 400,000 - - - - 400,000 PRK0341 Patty Davis Park Design and Construction $ 500,000 - - - - 500,000 SAF0170 Fire Training Facility $ 15,200,000 15,200,000 STL0454 ADA Pedestrian Curb Ramps Program FY2021/22 $ 450,000 - - - - 450,000 STL0463 Pavement Repair Program $ 400,000 - - - - 400,000 STL0470 Sidewalk Panel Replacement Citywide $ 2,126,813 2,126,813 - - - 4,253,626 STL0471 Pavement Maintenance FY2024/25 $ 1,473,915 1,600,000 1,600,000 1,600,000 1,600,000 7,873,915 STL0472 RMRA Pavement Maintenance FY2024/25 $ 1,300,000 1,300,000 1,300,000 1,300,000 1,300,000 6,500,000 STL0473 Sidewalk Replacement Program - FY2024/25 $ 300,000 300,000 300,000 300,000 300,000 1,500,000 STL0474 ADA Pedestrian Curb Ramps Program - FY2024/25 $ 250,000 250,000 250,000 250,000 250,000 1,250,000 STM0369 Bikeway Facilities Gap Program $ 100,000 100,000 100,000 100,000 100,000 500,000 STM0386 Heritage Road Bridge Replacement Project $ 34,967,767 - - - - 34,967,767 STM0403 RMRA Pavement Rehabilitation FY2024/25 $ 5,732,370 5,000,000 5,000,000 5,000,000 5,000,000 25,732,370 STM0404 Pavement Major Rehabilitation Program FY2024/25 $ 5,715,500 7,700,000 7,700,000 7,700,000 7,700,000 36,515,500 SWR0294 Sewer Access Rehabilitation Program FY2015/16 $ 400,000 - - - - 400,000 SWR0312 Sewer Rehab & Upsize Telegraph Canyon Basin (Industrial Blvd) $ 3,175,000 - - - - 3,175,000 SWR0315 Sewer Manhole Inspection Program FY2019/20 $ 40,000 - - - - 40,000 SWR0319 Sewer Access Road Rehabilitation Program FY2024/25 $ 400,000 - - - - 400,000 SWR0329 Sewer Fees Analysis FY25 $ 50,000 - - - - 50,000 SWR0330 Sewer Cost of Service (Rate) Study $ 250,000 - - - - 250,000 TRF0274 Traffic Count Station Program $ 20,000 - - - - 20,000 TRF0321 Citywide Traffic Data Program $ 20,000 20,000 20,000 20,000 20,000 100,000 TRF0325 Traffic Monitoring Program $ 20,000 20,000 20,000 20,000 20,000 100,000 TRF0327 Neighborhood Road Safety Program $ 400,000 400,000 400,000 400,000 400,000 2,000,000 TRF0332 Signing and Striping Program $ 50,000 50,000 50,000 50,000 50,000 250,000 TRF0337 Traffic Signal Left Turn Modification Program $ 20,000 20,000 20,000 20,000 20,000 100,000 TRF0345 School Zone Traffic Calming Program $ 200,000 200,000 200,000 200,000 200,000 1,000,000 TRF0350 Traffic Signal System Optimization Program $ 350,000 350,000 350,000 350,000 350,000 1,750,000 TRF0354 Traffic Congestion Relief Program $ 250,000 250,000 250,000 250,000 250,000 1,250,000 Page 833 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Capital Improvement Program → FIVE-YEAR CIP PROJECT SUMMARY SCHEDULE 304 2024/25 – 2028/29 Capital Improvement Program CIP #Project Name 2024/2025 2025/2026 2026/2027 2027/2028 2028/2029 Total TRF0366 Traffic Signal and Streetlight Systems Upgrade and Modification Program $ 300,000 300,000 300,000 300,000 300,000 1,500,000 TRF0411 Pedestrian Improvements at Uncontrolled Mid-block Crosswalks at Castle Park Middle School $ 75,000 - - - - 75,000 TRF0414 Pedestrian Access and Traffic Calming Program $ 50,000 - - - - 50,000 TRF0415 Telegraph Canyon Road Raised Median Improvements $ 125,000 - - - - 125,000 TRF0421 Engineering & Traffic Survey Updates Project $ 100,000 100,000 100,000 100,000 100,000 500,000 TRF0429 Pedestrian and Guardrail Improvements at Various Locations $ 200,000 - - - - 200,000 TRF0436 Pedestrian Hybrid Beacon- Fourth Ave. & Orsett St $ 75,000 - - - - 75,000 TRF0438 Left Turn Extension Storage Study $ 150,000 - - - - 150,000 TRF0439 Traffic Signal Modifications FY25 (Measure P) $ 1,500,000 - - - - 1,500,000 $ 81,239,698 20,341,813 18,215,000 18,215,000 18,215,000 156,226,511 Page 834 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda MEASURE A FUND SUMMARY Page 835 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 836 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 307 Measure A Fund Summary Measure A Fund Summary The Measure A fund accounts for revenues and expenditures related to the approved ballot measure adopting a one-half (½) cent Public Safety General Transactions and Use Tax (Sales Tax) in the City of Chula Vista. In December 2017, City staff presented the Public Safety Staffing Strategies Report to the City Council. This report outlined staffing proposals for the Police and Fire Department that addressed critical needs. After discussions regarding the critical needs and funding options, the City Council directed the City Manager to return with a proposal for Council consideration to place a half-cent sales tax measure before the voters to fund public safety critical needs. In February 2018, City staff presented the City Council with a ballot measure to consider for placement to address public safety staffing on the ballot in June 2018. The tax will remain in place, Measure A sales tax does not have a sunset date. 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. On June 5, 2018 Chula Vista voters approved Measure A, authorizing the one-half cent sales tax increase. Collection of the sales tax began October 1, 2018. The sales tax will allow the Chula Vista Fire and Police Departments to provide faster responses to 9-1-1 emergency calls, increase neighborhood police patrols, reduce gang and drug-related crimes, address homelessness, and improve firefighter, paramedic and emergency medical response times. The City has established a separate fund to track and account for income and expenses and appointed a Citizen’s Oversight Committee (“COC”) to ensure transparency in the use of Measure A Funds. Revenues The fiscal year 2025 Proposed Budget reflects the allocation of approximately $29.0 million in Measure A sales tax revenues and approximately $0.1 million from Bayfront reimbursement for the Fire Department for a total of $29.1 million in revenues. Sales tax revenues are received in the City’s General Fund, and then transferred into the Measure A Fund. The following table reflects the Measure A revenues by category. Measure A Fund Revenues Category FY 2024 Adopted FY 2025 Proposed Change % Change Revenue from Other Agencies $ 83,334 $ -$ (83,334) -100.0% Transfers In $ 27,515,604 $ 28,978,966 $ 1,463,362 5.3% Charges for Services $ - $ 78,017 $ 78,017 -% Use of Money and Property $ 40,000 $ 58,000 $ 18,000 45.0% Total $ 27,638,938 $ 29,114,983 $ 1,476,045 13.4% Expenditures The fiscal year 2025 Proposed Measure A Budget includes approximately $43.5 million in expenditures for the Fire and Police Departments, to follow are the major categories for each department as noted within the Spending Plan: Police Department ■Personnel Costs – The budget includes funding for the costs related to the approved Measure A positions. ■Sworn Non-Personnel Costs – Funding included for equipment and supplies to support sworn staff. ■Civilian Non-Personnel Costs – Funding included for equipment and supplies to support civilian staff. ■Computers and Other Equipment – Includes funding for computers and equipment used by staff within the fund. Page 837 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 308 Measure A Fund Summary ■Police Vehicles, Outfitting, Maint., Fuel, etc. – Funding included for Police vehicles and the costs associated with their operation� ■Reimbursement for Support Staff (IT, Fin, HR, City Attorney) – Includes funding for the departments that provide the Measure A support to the Police Department. ■Transfers Out – This category reflects funding for the 2021 Pension Obligation Bonds debt service payment and Section 115 Trust for OPEB contributions, and contributions to the Vehicle Replacement Fund. Fire Department ■Personnel Costs – The budget includes funding for costs related to Measure A positions. ■Academy Costs – Funding for the Fire Academy. ■PPE Maintenance – Includes funding for the maintenance of personal protection equipment. ■Computers and Other Equipment – Includes funding for computers and equipment used by staff within the fund. ■Fire Vehicles, Outfitting, Maint., Fuel, etc. – Funding included for Fire vehicles and the associated costs of operation� ■Reimbursement for Support Staff (IT, Fin, HR, City Attorney) – Includes funding the departments that provide Measure A support to the Fire Department. ■Transfers Out – This category reflects funding for the 2021 Pension Obligation Bonds debt service payment, Section 115 Trust for OPEB contributions, and contributions to the Vehicle Replacement Fund. The following table provides the detailed breakdown of the Measure A expenditures by category. Measure A Fund Expenditures Category FY 2024 Adopted FY 2025 Proposed Change Police Department: Personnel Services $ 10,727,319 $ 11,502,342 $ 775,023 Supplies & Services $ 1,307,004 $ 1,477,220 $ 170,216 Other Expenses $ 515,918 $ 526,760 $ 10,842 Internal Service Charges $ 151,231 $ 156,357 $ 5,126 Other Capital $ - $ 69,936 $ 69,936 Transfers Out $ 1,781,700 $ 1,693,923 $ (87,777) Total Police Department Expenditures $ 14,483,172 $ 15,426,538 $ 943,366 Fire Department: Personnel Services $ 7,905,622 $ 9,123,492 $ 1,217,870 Supplies & Services $ 1,176,812 $ 1,920,671 $ 743,859 Utilities $ 60,000 $ 61,800 $ 1,800 Other Capital $ 1,500,000 $ - $ (1,500,000) Other Expenses $ 515,918 $ 543,356 $ 27,438 Internal Service Charges $ 92,487 $ 95,622 $ 3,135 Transfers Out $ 672,261 $ 1,096,068 $ 423,807 CIP Project Expenditures $ - $ 15,200,000 $ 15,200,000 Total Fire Department Expenditures $ 11,923,100 $ 28,041,009 $ 16,117,909 Total Expenditures $ 26,406,272 $ 43,467,547 $ 17,061,275 Page 838 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 309 Measure A Fund Summary Staffing The fiscal year 2025 budgeted staffing totals are 120.00 FTE, of which 53.00 are in the Fire Department and 67.00 are in the Police Department. The below table summarizes the staffing changes. Measure A Fund Staffing Measure A Fund FY 2024 Adopted Staffing FY 2024 Mid Year Changes FY 2025 Changes FY 2025 Proposed Staffing Deputy Fire Chief 1.00 - - 1.00 Fire Captain (80 hr) 6�00 - - 6�00 Fire Engineer 2�00 - - 2�00 Fire Inventory Specialist 1.00 - - 1.00 Firefighter (112 hr) 30�00 - 3�00 33�00 Firefighter/Paramedic 3�00 6�00 - 9�00 Sr Application Support Specialist 1.00 - - 1.00 Fire Department Total 44.00 6.00 3.00 53.00 Civilian Background Investigator 1.00 - - 1.00 Community Services Officer 4�00 - - 4�00 Digital Forensics Analyst II 2�00 - - 2�00 Forensics Specialist 1.00 - - 1.00 Information Technology Tech 1.00 - - 1.00 Peace Officer 24�00 - - 24�00 Police Agent 8�00 (2.00) - 6�00 Police Captain 1.00 - - 1.00 Police Comm Systems Manager 1.00 - - 1.00 Police Dispatcher 7�00 - - 7�00 Police Lieutenant 1.00 - - 1.00 Police Sergeant 7�00 2�00 - 9�00 Police Tech Spec 1.00 - - 1.00 Property & Evidence Specialist 3�00 - - 3�00 Property & Evidence Supervisor 1.00 - - 1.00 Public Information Spec 1.00 - - 1.00 Sr Police Records Specialist 3�00 - - 3�00 Police Department Total 67.00 - - 67.00 Measure A Fund Staffing Total 111.00 6.00 3.00 120.00 Page 839 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 310 Measure A Fund Summary 2018 MEASURE A SALES TAX FUND (222) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Personnel Services 12,553,011 15,223,938 18,632,941 20,625,834 1,992,893 Supplies and Services 1,029,928 1,393,656 2,483,816 3,397,891 914,075 Other Expenses 1,026,274 1,059,686 1,031,836 1,070,116 38,280 Other Capital 270,751 395,574 1,500,000 69,936 (1,430,064) Utilities 52,811 59,842 60,000 61,800 1,800 Internal Service Charges 89,882 114,632 243,718 251,979 8,261 Transfers Out 1,788,920 1,935,959 2,453,961 2,789,991 336,030 CIP Project Expenditures - - - 15,200,000 15,200,000 Total Expenditures $ 16,811,577 $ 20,183,287 $ 26,406,272 $ 43,467,547 $ 17,061,275 Revenue from Other Agencies (239,583) (250,000) (83,334) - 83,334 Charges for Services - - - (78,017) (78,017) Transfers In (27,628,161) (28,355,648) (27,515,604) (28,978,966) (1,463,362) Use of Money and Property (73,831) (57,472) (40,000) (58,000) (18,000) Other Revenue (19) - - - - Total Revenues $ (27,941,593) $ (28,663,120) $ (27,638,938) $ (29,114,983)$ (1,476,045) Net Fund Activity $ (11,130,016) $ (8,479,833) $ (1,232,666) $ 14,352,564 $ 15,585,230 Page 840 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda MEASURE P FUND SUMMARY Page 841 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 842 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 313 Measure P Fund Summary Measure P Fund Summary The Measure P fund accounts for revenues and expenditures related to the approved ballot measure adopting a one-half (½) cent General Transactions and Use Tax (Sales Tax) in the City of Chula Vista. On August 2, 2016, the City Council approved Ordinance 3371 (“Ordinance”) modifying the Municipal Code to establish a temporary one-half cent Sales Tax if approved by the voters. As part of the action to approve the Ordinance, the City Council approved a spending plan described as the Intended Infrastructure, Facilities and Equipment Expenditure Plan (Expenditure Plan), which identified how the funds were to be allocated. On November 8, 2016 Chula Vista voters approved Measure P, authorizing the one-half cent sales tax increase on retail sales within the City for a period of ten (10) years. Collection of the sales tax began April 1, 2017. The sales tax is anticipated to exceed the original estimated amount of $177.8 million over the ten-year collection period. The proceeds of the tax will be used to upgrade police, fire, paramedic and 9-1-1 equipment, vehicles and facilities; fund streets and sidewalks; replace storm drains to prevent sinkholes; improve parks; repair recreation facilities; and repair or replace other City infrastructure. The City has established a separate fund to track and account for income and expenses and appointed a Citizen’s Oversight Committee (“COC”) to ensure transparency in the use of Measure P Funds. 28 Revenues The fiscal year 2025 Proposed Budget reflects the allocation of approximately $29 million in Measure P sales tax revenues. These sales tax revenues are received in the City’s General Fund, and then transferred into the Measure P Fund� The following table reflects the Measure P revenues by category. Measure P Fund Revenues Category FY 2024 Adopted FY 2025 Proposed Change % Change Transfers In 27,515,846 $ 28,978,966 $ 1,463,120 5.3% Total $ 27,515,846 $ 28,978,966 $ 1,463,120 5.3% Page 843 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 314 Measure P Fund Summary Expenditures The fiscal year 2025 Proposed Measure P Budget includes approximately $18.8 million in expenditures for other public facilities, sports courts and fields, park infrastructure, traffic signal system, other public infrastructure, equipment, fleet purchases, police communication & dispatch system and debt service. To follow are the major categories as noted within the adopted Expenditure Plan: The following table provides the breakdown of the Measure P expenditures by project category. Measure P Fund Expenditures Project FY 2025 Proposed Fire Vehicles $ 836,749 Police Vehicles $ 1,060,001 Fire Equipment $ 272,356 Police Equipment $ 32,739 Police Communications & Dispatch System $ 384,770 Regional Communications System (RCS) $ 345,262 Other Public Facilities $ 2,728,333 Sports Courts and Fields $ 400,000 Park Infrastructure $ 1,000,000 Traffic Signal System $ 1,500,000 Other Public Infrastructure $ 2,226,813 Total Project Expenditures $ 10,787,023 Administrative Expenses $ 513,176 Annual Debt Service Payments $ 7,507,250 Total Expenditures $ 18,807,449 Page 844 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 315 Measure P Fund Summary 2016 MEASURE P SALES TAX FUND (220) Fund Summary Budget Category FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed Change Expenditures Supplies and Services 394,878 252,400 392,725 1,025,256 632,531 Other Expenses 1,281,359 1,278,138 1,295,499 1,295,502 3 Other Capital 4,454,453 3,318,230 607,887 1,116,750 508,863 Transfers Out 8,138,246 7,809,303 7,513,397 7,514,795 1,398 CIP Project Expenditures 16,658,485 19,908,242 6,618,014 7,755,146 1,137,132 Non-CIP Project Expenditures 43,350 94,310 100,000 100,000 - Total Expenditures $ 30,970,773 $ 32,660,624 $ 16,527,522 $ 18,807,449 $ 2,279,927 Charges for Services (1,920) - - - - Use of Money and Property (496,830) (531,941) - - - Other Revenue (1,233) (468) - - - Transfers In (27,402,122) (28,286,339) (27,515,846) (28,978,966) (1,463,120) Total Revenues $ (27,902,105) $ (28,818,748) $ (27,515,846) $ (28,978,966)$ (1,463,120) Net Fund Activity $ 3,068,668 $ 3,841,876 $ (10,988,324) $ (10,171,517)$ 816,807 Page 845 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 846 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SUMMARY TABLES Fund Appropriations by Department and Expenditure Category Schedule of Revenues Authorized Positions by Department Page 847 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 848 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY Page 849 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 850 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Summary Tables → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 321 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 100 General Fund 01 City Council 1,592,124 105,880 534 - 3,190 - - - - 1,701,728 02 Boards & Commissions - 2,088 - - - - - - - 2,088 03 City Clerk 1,361,799 201,435 461 - - - - - - 1,563,695 04 City Attorney 3,392,496 367,374 1,086 - 4,948 - - - - 3,765,904 05 Administration 2,936,671 265,739 675 - - - - - - 3,203,085 06 Information Technology 3,110,275 1,538,461 4,270 - 87,890 - - - - 4,740,896 07 Human Resources 3,159,497 849,286 1,871 - 2,500 - - - - 4,013,154 08 Finance 4,695,646 391,052 1,789 - 3,573 - - - - 5,092,060 09 Non-Departmental 389,700 9,130,309 19,074 1,757,735 - - 87,537,519 - - 98,834,337 10 Animal Care Facility 3,130,991 351,950 64,541 4,500 6,282 77,384 - - - 3,635,648 11 Economic Development 1,117,101 195,154 1,776 - - - - - - 1,314,031 12 Development Services 3,045,505 173,003 1,533 46,610 - 34,610 - - - 3,301,261 13 Engineering/Capital Projects 9,779,171 353,517 1,353,083 95,000 5,000 271,204 100,440 - - 11,957,415 14 Police 54,670,434 2,405,280 828,875 100,930 25,000 1,462,589 - - - 59,493,108 15 Fire 32,792,575 2,319,351 311,536 - 25,000 1,647,473 62,048 - - 37,157,983 16 Public Works 14,198,759 5,366,070 3,566,229 11,400 3,000 1,122,510 - - - 24,267,968 17 Parks and Recreation 4,463,344 828,686 407,421 170,000 26,423 29,011 - - - 5,924,885 18 Library 3,461,684 433,427 254,384 400 - 4,879 - - - 4,154,774 19 Housing & Homeless Services - - - - - - - - - - 100 General Fund Total 147,297,772 25,278,062 6,819,138 2,186,575 192,806 4,649,660 87,700,007 - - 274,124,020 105 Bayfront Lease Revenue - - - 2,136,322 - - - - - 2,136,322 220 2016 Measure P Sales Tax - 1,025,256 - 1,295,502 1,116,750 - 7,514,795 7,755,146 100,000 18,807,449 221 Transportation Grants-Gas Tax 240,203 - - - - 7,107 5,092,897 9,256,285 - 14,596,492 222 2018 Measure A Sales Tax 20,625,834 3,397,891 61,800 1,070,116 69,936 251,979 2,789,991 15,200,000 - 43,467,547 223 Utility Tax Settlement - - - - - - - - - - 224 OR V2 Pub Benefit Contribution - - - - - - - - - - 225 CPF Benefit Funds - - - - - - - - - - 227 Transportation Sales Tax - - - - - - - 9,225,500 - 9,225,500 230 Developer Deposit - - - - - - - - - - 234 Advanced Life Support Program 974,899 250,729 - - - 21,589 1,335,255 - - 2,582,472 235 Legislative Counsel Fund - - - - - - - - - - 241 Parking Meter - 415,700 97,183 254,500 - - 1,227 - - 768,610 243 Town Center I Parking District - - - - - - - - - - 245 Traffic Safety - 38,500 - - - - 399,140 - - 437,640 250 National Opioid Settlement - - - - - - - - - - 263 Econ Dev Developer Contribution - - - - - - - - - - 264 Donations - - - 25,995 - - - - - 25,995 Page 851 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Summary Tables → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 322 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 266 Special Revenue Endowments - - - - - - - - - - 268 American Rescue Plan Act of 2021 - - - - - - - - - - 269 Other Grants 75,000 - - - - - - - - 75,000 270 Mobile Park Fee - 28,000 - 37,000 - - - - - 65,000 271 Local Grants 23,564 135,000 - - 100,000 - - - - 258,564 272 Federal Grants 5,671,508 1,705,424 - 1,113,268 320,000 - 1,154,684 - - 9,964,884 273 State Grants 1,334,918 301,186 - 45,153 - 3,371 68,235 - - 1,752,863 282 Environmental Services 1,013,835 1,402,262 18,558 110,351 4,600 10,766 457,189 - - 3,017,561 301 Storm Drain - 348,100 - - - - 318,284 - - 666,384 311 CDBG Housing Program - - - 25,000 - - - - 75,000 100,000 313 Chula Vista Housing Authority 1,579,933 310,000 - 42,500 - - 363,234 - - 2,295,667 316 Public Educational & Govt Fee - 319,500 - - 168,500 - - - - 488,000 318 RDA Successor Agency Fund - 11,500 - 369,730 - - 2,796,211 - - 3,177,441 319 Housing Successor Agency - 57,900 - 2,008,500 6,000 - 9,858 - - 2,082,258 340 Section 115 Trust - - - - - - - - - - 341 Public Liability Trust - 384,908 - 899,170 - - - - - 1,284,078 342 CFD 11-M Rolling Hills McM - 172,588 32,915 45,000 - - - - - 250,503 343 CFD 12-M Otay Ranch Village 7 - 467,992 126,431 85,393 - - - - - 679,816 344 CFD 13-M Otay Ranch Village 2 - 1,604,979 627,573 215,648 - - - - - 2,448,200 345 CFD 12M Village 7 Otay Ranch - 501,114 176,980 99,641 - - - - - 777,735 346 CFD 14M-A-EUC Millenia - 86,353 4,635 27,985 - - 148,886 - - 267,859 347 CFD 14M-B-EUC Millenia - 64,413 151,634 426,817 - 3,519 - - - 646,383 348 CFD 18M Village 3 Otay Ranch - 849,646 286,591 95,335 - - - - - 1,231,572 349 CFD 19M Freeway Commercial 2 - 234,902 58,455 22,073 - - - - - 315,430 350 Bayfront Special Tax District - 6,545 - 601,000 - - - - - 607,545 352 Bay Blvd Landscape District - 278 8,476 4,176 - - - - - 12,930 353 Eastlake Maintenance Dist I - 294,948 110,021 65,961 - - - - - 470,930 354 Open Space District #01 - 49,652 40,452 11,313 - - - - - 101,417 355 Open Space District #02 - 8,327 5,560 3,918 - - - - - 17,805 356 Open Space District #03 - 33,924 17,517 11,000 - - - - - 62,441 357 Open Space District #04 - 92,011 19,444 12,998 - - - - - 124,453 358 Open Space District #05 - 32,923 19,164 10,322 - - - - - 62,409 359 Open Space District #06 - 25,808 11,604 6,317 - - - - - 43,729 361 Open Space District #07 - 16,373 9,519 4,665 - - - - - 30,557 362 Open Space District #08 - 58,119 15,891 14,623 - - - - - 88,633 363 Open Space District #09 - 43,865 29,126 14,049 - - - - - 87,040 364 Open Space District #10 - 57,057 28,782 15,568 - - - - - 101,407 365 Open Space District #11 - 96,188 71,728 29,622 - - - - - 197,538 367 Open Space District #14 - 252,148 107,321 54,690 - - - - - 414,159 Page 852 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Summary Tables → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 323 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 368 Open Space District #15 - 10,288 8,320 4,954 - - - - - 23,562 369 Open Space District #17 - 7,546 - 3,289 - - - - - 10,835 371 Open Space District #18 - 123,766 73,624 35,442 - - - - - 232,832 372 Open Space District #20 - 1,252,203 396,229 236,298 - - - - - 1,884,730 373 Open Space District #23 - 57,844 7,364 9,611 - - - - - 74,819 374 Open Space District #24 - 20,972 10,226 5,993 - - - - - 37,191 375 Open Space District #26 - 7,258 2,668 3,859 - - - - - 13,785 376 Open Space District #31 - 176,749 48,894 28,092 - - - - - 253,735 378 CFD 07M Eastlake Woods & Vista - 609,538 139,454 184,450 - - - - - 933,442 379 CFD 08M Vlg 6 McMillin & OR - 1,398,710 309,686 247,644 - - - - - 1,956,040 380 CFD 09M ORV II Brookfield- Shea - 1,056,904 210,324 179,919 - - - - - 1,447,147 381 CFD 14M-2-EUC Millenia - 101,356 5,442 32,852 - - 174,779 - - 314,429 382 CFD 99-2 Otay Ranch Vlg 1 West - 834,978 212,095 136,866 - - - - - 1,183,939 386 Otay Ranch Preserve - 710,481 - 93,906 - - - - - 804,387 387 CFD 98-3 Sunbow 2 - 992,660 206,867 134,455 - - - - - 1,333,982 388 CFD 97-1 Otay Ranch - 2,929,114 532,704 456,055 - - - - - 3,917,873 391 Central Garage Fund 1,580,941 4,186,389 111,059 92,450 - 33,639 126,567 - - 6,131,045 394 Vehicle Replacement Fund - - - - - - - - - - 398 Workers Compensation Fund - 1,478,145 - 3,776,771 - - - - - 5,254,916 405 City Jail - - - - - - - - - - 406 Chula Vista Muni Golf Course 1,444,467 - - 1,805,049 - - - - - 3,249,516 407 Living Coast Discovery Center - 4,713 167,691 - - 8,166 - - - 180,570 408 Development Services Fund 8,799,023 1,021,852 3,073 1,192,082 85,500 68,173 2,824,695 - - 13,994,398 409 CV Elite Athlete Training Ctr - 160,800 - 39,500 - - 54,226 - - 254,526 410 Transport Enterprise 7,251,117 6,085,393 - 953,635 - 320,787 3,103,877 - - 17,714,809 411 Sewer Income - - - - - - 1,809 50,000 - 51,809 413 Trunk Sewer Capital Reserve - - - 150,000 - - 53,895 - - 203,895 414 Sewer Service Revenue 5,278,868 34,689,858 155 575,610 1,393,473 542,970 4,144,357 250,000 64,600 46,939,891 428 Sewer Facility Replacement - - - - - - 160,644 4,015,000 - 4,175,644 430 Sewer DIFs - 120,000 - 695,490 - - - - - 815,490 442 CDBG Section 108 Loan - - - 682,451 - - - - - 682,451 451 Long Term Debt - City of CV - 6,413 - 15,443,990 - - - - - 15,450,403 452 Equipment Lease Fund - - - 101,741 - - - - - 101,741 453 Energy Conservation Loans - - - 309,186 - - - - - 309,186 475 2014 COP Refunding - 5,000 - 3,613,082 - - - - - 3,618,082 476 2015 Refunding COP - 7,001 - 2,922,691 - - - - - 2,929,692 477 2016 Ref COP Civic Ctr/Nature - 5,000 - 282,552 - - - - - 287,552 478 2016 LRRB PFDIF/COP - 5,000 - 2,145,077 - - - - - 2,150,077 Page 853 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Summary Tables → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 324 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 479 2017 CREBs LRBs - 7,200 - 714,553 - - - - - 721,753 480 2017 Measure P LRBs - 7,545 - 7,507,250 - - - - - 7,514,795 542 Drainage DIF - - - 10,000 - - 3,291 - - 13,291 560 Public Facilities DIF - 57,000 - 2,174,391 - - 5,221,492 - - 7,452,883 580 Pedestrian Bridge DIFs - - - 95,500 - - 4,779 - - 100,279 590 Transportation DIFs - - - 529,000 - - 23,443 20,000 15,000 587,443 666 2016 TARBs - 5,000 - 2,788,700 - - - - - 2,793,700 713 Capital Improvement Projects - - - - - - 1,434 - 200,000 201,434 715 Parkland Acquisition & DevFees - 50,000 - 35,000 - - 29,975 - - 114,975 716 Western-Park Acquisition & Dev - - - 302,000 - - 1,768 500,000 - 803,768 717 Residential Construction Tax - - - - - - 667,933 - - 667,933 736 Other Transportation Program - - - - - - - 34,967,767 - 34,967,767 Grand Total, All Funds 203,191,882 98,652,747 11,402,373 64,229,232 3,457,565 5,921,726 126,748,857 81,239,698 454,600 595,298,680 Page 854 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SCHEDULE OF REVENUES Page 855 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 856 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 327 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 100 General Fund Property Taxes 4001 Current Taxes Secured (37,861,038) (41,165,976) (43,314,015) (46,035,700) 4002 State Secured Unitary (950,075) (1,011,055) (1,052,243) (1,141,900) 4003 Current Taxes Unsecured (1,031,290) (1,351,134) (1,410,692) (1,649,200) 4004 Delinquent Taxes (278,294) (59,192) (208,046) (216,368) 4005 Prop Tax in Lieu (8,583) (12,960) (16,000) (16,640) 4006 Property Tax in Lieu of VLF (25,867,256) (28,010,041) (29,290,041) (31,051,760) 4007 Successor Agency Property Tax (2,147,574) (2,574,573) (2,314,103) (2,904,583) 4531 St Motor Vehicle Licenses (317,058) (283,711) (255,738) (350,000) Property Taxes Total (68,461,168) (74,468,642) (77,860,878) (83,366,151) Other Local Taxes 4011 Sales and Use Taxes (44,865,095) (46,303,192) (45,797,459) (47,983,027) 4012 Sales Tax Pub Safety Augment (1,205,296) (1,255,779) (1,277,388) (1,277,388) 4015 Sales Tax - Measure P (27,627,862) (28,527,379) (27,835,960) (29,316,100) 4016 Sales Tax - Measure A (27,619,701) (28,505,316) (27,835,715) (29,316,100) 4017 Sales Tax - RV Park (15,511) (14,946) (15,000) (15,000) 4021 Franchise Fees (13,852,030) (14,432,110) (14,807,521) (15,103,671) 4031 Utility Taxes (3,731,224) (3,643,465) (3,838,095) (3,857,285) 4041 Business License Tax (1,943,670) (1,956,537) (1,526,084) (1,181,247) 4042 Business License Tax Penalty (36,173) (60,933) (71,400) - 4043 Cardroom Fees/Business License - - - (859,007) 4051 Transient Occupancy Taxes (6,415,029) (7,203,682) (7,724,829) (8,295,064) 4052 Short-Term Rentals TOT (201,351) (898,156) (843,891) (860,769) 4053 RV Park TOT (802,544) (728,567) (781,000) (849,620) 4071 Real Property Transfer Tax (1,891,067) (1,341,179) (1,418,310) (1,475,042) 4111 Cannabis Excise Tax (2,300,656) (3,059,568) (2,777,510) (3,088,994) Other Local Taxes Total (132,507,209) (137,930,809) (136,550,162) (143,478,314) Licenses & Permits 4201 Animal Licenses (130,516) (140,736) (142,800) (142,800) 4202 Bicycle Licenses (100) - - - 4204 Cannabis Compliance Insp Fee (277,904) (319,505) (282,100) (233,316) 4211 Building Permits (158,706) (133,582) (202,459) (202,459) 4215 Utility Permits (52,890) (41,000) (51,000) (51,000) 4221 Fire Permits (611,273) (596,792) (600,780) (600,780) 4222 Security Alarm Permits (214,230) (194,187) (245,993) (245,993) 4223 Housing Permits (475,896) (485,644) (459,000) (459,000) 4224 Parking Permits (6,198) (7,518) (10,710) (10,710) 4241 Cannabis Application Fees (35,255) - - - Licenses & Permits Total (1,962,968) (1,918,964) (1,994,842) (1,946,058) Fines and Penalties 4301 Negligent Veh. Impound Proc. Fee (191,673) (347,271) (183,600) (234,190) 4302 Code Enforcement Violations (276,001) (69,473) (281,521) (281,521) 4312 False Alarm Penalty (92,032) (93,252) (204,000) (115,820) 4314 Ordinance Violation Fines (129,426) (151,986) (130,200) (130,200) Page 857 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 328 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 4331 Parking Citation (331,214) (406,890) (249,900) (335,193) 4341 Library Fines (19,679) (15,625) - - Fines and Penalties Total (1,040,025) (1,084,497) (1,049,221) (1,096,924) Use of Money & Property 4401 Investment Earnings City Pool (1,296,247) (2,131,133) (1,001,000) (1,650,000) 4402 Investment Earnings Others (20,716) (82,662) (68,000) (68,000) 4421 Sale of Other Personal Prop (123,682) (48,581) - - 4431 Coin Operated Machine Revenue (16,557) (20,745) (16,620) (16,620) 4432 Rentals Leases of Equipment (12) - - - 4433 Film Video Insurance Charge (1,028) (2,327) (1,650) (1,650) 4442 Rental Leases Picnic Shelters (444,148) (451,271) (452,625) (466,565) 4411 Sale of Real Property - (210,000) - - 4443 Rentals Leases Baseball Fields (246,570) (323,611) (207,083) (207,083) 4446 Rentals Leases Land Space (327,012) (309,786) - (309,774) 4447 Rental Telecom Site Lic. Fee (1,234,262) (1,252,114) (1,250,000) (1,285,573) 4461 Rental Leases P R Centers (744,184) (891,749) (634,047) (974,953) 4462 Rentals Leases Buildings (281,945) (370,182) (250,495) (330,012) Use of Money & Property Total (4,736,363) (6,094,161) (3,881,520) (5,310,230) Revenue from Other Agencies 4503 PD State Grant RATT (40,141) (286,042) (335,000) (335,000) 4511 State Grant (188,552) (273,809) (407,346) (407,346) 4521 State Homeowners Prop.Tax Relief (215,691) (214,918) (228,246) (228,246) 4551 Reimb. State Mandated Costs (234,857) (103,910) (163,904) - 4552 Reimb. Human Services Agen. - (18,605) - - 4602 PD Fed Grant - HIDTA (CBAG) (102,498) (113,122) (117,084) (117,084) 4603 PD Fed Grant-HIDTA Task Force (145,367) (275,446) (287,000) (287,000) 4611 Federal Grant - Other (60,889) (48,359) (56,356) (56,356) 4621 PD POST Reimb. Prog (42,997) (97,078) (35,000) (35,000) 4622 PD STC Reimb Prog - 883 - - 4625 CARES CRF Federal 31 - - - 4701 Grant - Other Agency (8,910) - - - 4711 Contributions - Other Agencies (57,045) - - - Revenue from Other Agencies Total (1,096,916) (1,430,406) (1,629,936) (1,466,032) Charges for Services 4751 Planning Fees (2,597) 3,425 (3,528) (3,528) 4752 Dev Fees - Deposit Based (1,497,608) (1,226,902) (1,553,072) (1,553,072) 4761 Sale of Maps & Publication (2,685) (6,460) (1,656) (1,656) 4763 Passport Fees (790,326) (587,650) (976,692) (803,650) 4764 Lien Release Fees (1,225) (825) (1,530) (750) 4766 Lien Release Fees - (224) - - 4771 Plan Checking Fees (160,481) (256,023) (165,075) (192,175) 4781 Engineering Fees (193,476) (167,968) (261,732) (261,732) 4782 Fire Construction Fees (525,792) (310,868) (402,000) (402,000) 4784 State Mobilehome Park Act Fee (57,345) (49,658) (11,055) (46,665) 4785 Microfilming Fees (140) (1,436) (408) (408) Page 858 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 329 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 4811 Subdivision Traffic Sign Fees (3,080) - - - 4901 National City - Impounds (11,141) (4,690) (10,050) (10,050) 4902 Imperial Beach - Impounds (20) - - - 4903 Lemon Grove - Impounds (2,965) (2,671) (4,590) (4,590) 4911 Port District Fees (1,136,756) (1,170,859) (1,381,057) (1,381,057) 4912 Bayfront Fire Station Fees - - - (463,690) 4921 Reimb fr Other Agencies-Jail - (134,114) - - 4951 Swimming Pool Fees (272,792) (315,952) (356,813) (453,624) 4952 Recreation Program Fees (769,447) (887,798) (596,386) (913,416) 4953 Other Recreation Fees (68,815) (231,616) (18,628) (32,573) 4961 Special Interest Class Fees (503,462) (658,103) (321,347) (736,474) 4971 Tow Referral Fee (191,585) (172,170) (200,924) (200,924) 5061 Special Police Department Serv (37,215) (49,943) (53,463) (53,463) 5062 Police Reimbursements (2,075,277) (2,096,536) (1,552,398) (1,836,604) 5064 Witness Fee (275) - (510) (510) 5065 City Staff Time & Cost Recover (266,400) (698,853) (1,459,688) (336,665) 5066 Live Scan Services (1,652) (5,380) (30,150) (30,150) 5201 Animal Shelter Fees (408,491) (126,545) (284,616) (284,616) 5220 Measure P Reimbursements (704,859) (425,000) (461,760) (461,760) 5222 Measure A Reimbursements (1,026,274) (934,135) (923,502) (972,941) 5231 Traffic Control Plan Fee (42,750) (112,050) (43,165) (43,165) 5241 Distressed Property Mgt Fee (70) (210) (3,060) (3,060) 5251 Special Event Fees (600) (1,200) (3,060) (3,060) 5252 Block Party Fees (250) (300) (510) (510) 5253 Professional Filming Fees - (2,525) (1,530) (1,530) Charges for Services Total (10,755,851) (10,635,239) (11,083,955) (11,490,068) Other Revenue 5301 Reimb. - DIF (8,569) (8,365) (47,235) (44,672) 5331 Reimb. - RDA Housing (161) (105) - - 5341 Reimb. - Open Space Dist (386,434) (397,253) (448,516) (448,516) 5342 Reimb. - Assessment Dist (6,195) (6,173) (6,989) (6,989) 5343 Reimb. - Comm Fac Distr (1,779,987) (1,818,348) (1,739,650) (1,739,650) 5351 Reimb. - CIP Projects (3,527,790) (3,700,950) (4,682,112) (4,682,112) 5352 Reimb. - DIF CIP (636,550) (881,996) (671,340) (671,340) 5361 Reimb. - CDBG Admin (413) (2,060) (6,532) (6,532) 5362 Reimb. - HOME Prog (1,334) - - - 5363 Reimb. - CDBG CIP (223,637) (483,430) (111,555) (111,555) 5364 Reimb. - CDBG Others (50,000) (50,000) (50,350) (50,350) 5365 Reimb. - ESG Program (284) (321) - - 5371 Reimb. - Other (2,342,249) (3,222,279) (1,262,354) (1,255,554) 5372 Reimb. - Other City Funds (317,870) (96,661) (289,692) (1,124,497) 5373 Reimb. - Parking Meter (47,669) (72,043) (60,300) (60,300) 5451 Proceeds of Long Term Debt (4,350,316) - - - 5462 Gain on Disposal of Property - (401) - - 5463 Recoveries on Damaged Property (2,436,063) (131,598) (105,525) (105,525) 5481 Entertainment Facility Contrib. (592,970) (1,067,840) (617,070) (1,000,000) 5491 P.Y. Revenue (20,088) (47,267) - - Page 859 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 330 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5492 Cash Overage (12,222) 4,718 - - 5501 Donations (62,450) (105,400) (158,676) (158,676) 5511 Rebates/Refunds (143,240) (151,260) (85,425) (85,425) 5513 Prior Year Rebates/Refunds (29,839) (290,236) - - 5521 Miscellaneous Revenues (88,294) (329,793) (150,330) (195,055) 5523 City Administration Fee (172,718) (234,768) (128,419) (128,419) 5651 Service Charge - A/R (22,847) (6,298) (60,300) - 5656 Service Chg - Returned Cks (2,740) (1,885) (5,025) (5,025) 5702 Sales - Food/Beverage (899) (11,591) (1,206) (1,206) 5703 Sales - Supplies - - (7,236) (7,236) Other Revenue Total (17,263,828) (13,113,603) (10,695,837) (11,888,634) Transfers In 5999 Transfers In (14,693,028) (14,052,291) (13,475,810) (14,081,609) Transfers In Total (14,693,028) (14,052,291) (13,475,810) (14,081,609) 100 GENERAL FUND Total (252,517,356) (260,728,612) (258,222,161) (274,124,020) 105 Bayfront Lease Revenue 5999 Transfers In (1,033,159) (1,980,515) (2,045,827) (2,136,322) 105 Bayfront Lease Revenue Total (1,033,159) (1,980,515) (2,045,827) (2,136,322) 220 2016 Measure P Sales Tax 4401 Investment Earnings City Pool (496,852) (531,941) - - 4403 Trustee Investment Earnings 21 - - - 5220 Measure P Reimbursements (1,920) - - - 5371 Reimb - Other (1,233) (468) - - 5999 Transfers In (27,402,122) (28,286,339) (27,515,846) (28,978,966) 220 2016 Measure P Sales Tax Total (27,902,106) (28,818,748) (27,515,846) (28,978,966) 221 Transportation Grants-Gas Tax 4401 Investment Earnings City Pool (262,815) (441,498) - - 4522 St Gas Tax Section 2105 (1,523,753) (1,575,575) (1,816,260) (1,705,925) 4523 St Gas Tax Section 2106 (981,281) (1,033,996) (1,166,635) (1,125,595) 4524 St Gas Tax Section 2107 (1,822,021) (2,147,247) (2,181,570) (2,331,377) 4525 St Gas Tax Section 2107 5 (10,000) (10,000) (10,000) (10,000) 4526 St Gas Tax Section 2103 (2,170,578) (2,255,829) (2,742,754) (2,440,078) 4527 St Gas Tax RMRA (5,541,000) (6,177,152) (6,842,191) (7,032,370) 5065 City Staff Time & Cost Recover (1,407) (1,602) - - 5999 Transfers In (4,000) (2,000) (2,000) (2,000) 221 Transportation Grants-Gas Tax Total (12,316,855) (13,644,899) (14,761,410) (14,647,345) 222 2018 Measure A Sales Tax 4402 Investment Earnings Others (73,831) (57,472) (40,000) (58,000) 4601 PD Fed Grant-Cops Univ Hiring (239,583) (250,000) (83,334) - 4912 Bayfront Fire Station Fees - - - (78,017) 5511 Rebates/Refunds (19) - - - 5999 Transfers In (27,628,161) (28,355,648) (27,515,604) (28,978,966) Page 860 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 331 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 222 2018 Measure A Sales Tax Total (27,941,594) (28,663,120) (27,638,938) (29,114,983) 223 Utility Tax Settlement 4401 Investment Earnings City Pool (1,600) (2,058) - - 223 Utility Tax Settlement Total (1,600) (2,058) - - 224 OR V2 Pub Benefit Contribution 4401 Investment Earnings City Pool (5,986) - - - 224 OR V2 Pub Benefit Contribution Total (5,986) - - - 225 CPF Benefit Funds 4401 Investment Earnings City Pool - (2,367) - - 5390 Other Contributions - (128,877) - - 225 CPF Benefit Funds Total - (131,244) - - 227 Transportation Sales Tax 4013 Sales Tax for Transportation (3,867,096) (2,897,706) (6,673,500) (6,673,500) 4401 Investment Earnings City Pool (12,674) (2,161) - - 4701 Grant - Other Agency (54,703) - - - 227 Transportation Sales Tax Total (3,934,473) (2,899,867) (6,673,500) (6,673,500) 234 Advanced Life Support Program 4711 Contributions - Other Agencies (77,370) - (214,000) - 5065 City Staff Time & Cost Recover - (3,668) - - 5371 Reimb - Other (147,673) (158,848) - - 5523 City Administration Fee (44,667) (21,147) - - 5999 Transfers In (2,285,208) (2,242,652) (2,295,522) (2,318,261) 234 Advanced Life Support Program Total (2,554,918) (2,426,315) (2,509,522) (2,318,261) 241 Parking Meter 4231 Parking Permits Space Rental - (42,100) (25,000) (30,000) 4331 Parking Citation (267,274) (231,033) (200,000) (249,153) 4401 Investment Earnings City Pool (23,610) (29,347) - - 4444 Parking Meters On Street (257,214) (262,888) (220,000) (267,556) 4445 Parking Meters Off Street (154,288) (153,188) (145,000) (172,712) 241 Parking Meter Total (702,386) (718,556) (590,000) (719,421) 243 Town Center I Parking District 4401 Investment Earnings City Pool (2,759) (5,028) - - 5391 Town Ctr I in Lieu Parking (75,076) (10,500) - - 243 Town Center I Parking District Total (77,835) (15,528) - - 245 Traffic Safety 4313 Vehicle Code Fines (264,647) (186,620) (437,640) (437,640) 4314 Ordinance Violation Fines - (95,834) - - 4401 Investment Earnings City Pool (2,074) (1,693) - - 5999 Transfers In (124,557) - - - 245 Traffic Safety Total (391,278) (284,147) (437,640) (437,640) Page 861 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 332 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 250 National Opioid Settlement 4401 Investment Earnings City Pool - (4,222) - - 5521 Miscellaneous Revenues - (88,160) - - 250 National Opioid Settlement Total - (92,382) - - 256 Asset Seizure 4401 Investment Earnings City Pool 7 9 - - 256 Asset Seizure Total 7 9 - - 260 Transp Fair Share Dev Contrib 4401 Investment Earnings City Pool - (546) - - 5385 Developer Contributions - (55,384) - - 260 Transp Fair Share Dev Contrib Total - (55,930) - - 262 Public Benefit Contribution 4401 Investment Earnings City Pool - (11,411) - - 262 Public Benefit Contribution Total - - (11,411) - - - - 263 Developer Contributions 4401 Investment Earnings City Pool - (50,483) - - 5385 Developer Contributions (1,000,000) (4,000,000) - - 263 Developer Contributions Total (1,000,000) (4,050,483) - - 264 Donations 4401 Investment Earnings City Pool - (15,184) - - 5501 Donations (160,934) (128,099) - (25,995) 264 Donations Total (160,934) (143,283) - (25,995) 267 Permanent Endowments 4401 Investment Earnings City Pool (198) (255) - - 267 Permanent Endowments Total (198) (255) - - 268 American Rescue Plan Act 2021 4401 Investment Earnings City Pool (546,916) (973,787) - - 4624 American Rescue Plan 2021 (3,582,761) (6,211,136) - - 268 American Rescue Plan Act 2021 Total (4,129,677) (7,184,923) - - 269 Other Grants 4401 Investment Earnings City Pool 223 (2,207) - - 4701 Grant - Other Agency (76,260) (1,972,438) - - 4710 Other Agency Grant Project Rev - (153,327) - - 4711 Contributions - Other Agencies (68,800) (81,978) (75,000) (75,000) 5065 City Staff Time & Cost Recover (143,273) (145,099) - - 5371 Reimb - Other - 500 - - 5453 Loan Repayments (281) - - - 269 Other Grants Total (288,391) (2,354,549) (75,000) (75,000) Page 862 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 333 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 270 Mobile Park Fee 5065 City Staff Time & Cost Recover (32,180) (24,076) (65,000) (65,000) 270 Mobile Park Fee Total (32,180) (24,076) (65,000) (65,000) 271 Local Grants 4401 Investment Earnings City Pool (4,526) (36,361) - - 4441 Pay Phones Revenue (6,762) (422) - - 4511 State Grant - - - (23,564) 4711 Contributions - Other Agencies (3,466) (3,626,435) (5,000) (5,000) 5524 Confiscated Funds (124,002) (405,998) (10,000) (10,000) 5701 Sales - Sundries (44,741) (4,195) - - 5999 Transfers In (1,506) - - - 271 Local Grants Total (185,003) (4,073,411) (15,000) (38,564) 272 Federal Grants 4401 Investment Earnings City Pool (115,710) 31,260 - - 4402 Investment Earnings Others (128,508) (43,453) - - 4446 Rentals Leases Land Space (72,203) (80,412) - - 4602 PD Fed Grant - HIDTA (CBAG) (1,818,689) (2,978,274) (2,667,576) (3,077,695) 4604 PD Fed Grant - OTS (351,887) (608,150) (127,500) (125,500) 4610 Federal Grant Project Revenue (34,666,613) (4,380,797) (39,255) (706,030) 4611 Federal Grant - Other (7,008,244) (10,611,985) (374,556) (3,794,583) 4612 PD DOJ (80,487) (286,901) (60,000) (295,100) 4613 PD Treasury (54,998) (4,707) - (1,509,545) 5062 Police Reimbursements (86,115) (42,622) (141,930) (155,269) 5371 Reimb - Other - (401) - - 5453 Loan Repayments (148,558) (62,445) - - 5463 Recoveries on Damaged Property - (16,500) - - 5999 Transfers In (636,026) (520,288) (79,299) (230,048) 272 Federal Grants Total (45,168,038) (19,605,675) (3,490,116) (9,893,770) 273 State Grants 4401 Investment Earnings City Pool (12,012) (14,661) - - 4402 Investment Earnings City Pool (24,300) (6,512) - - 4501 State Grant SLESF (673,855) (701,921) (650,000) (680,771) 4510 State Grant Project Revenue (125,022) (1,136,361) (23,935) (23,935) 4511 State Grant (488,345) (18,484,982) (390,163) (881,422) 5453 Loan Repayments (167,253) (55,642) - - 5521 Miscellaneous Revenue (5,564) - - - 5999 Transfers In - - - (166,735) 273 State Grants Total (1,496,351) (20,400,079) (1,064,098) (1,752,863) 282 Environmental Services 4752 Dev Fees - Deposit Based (31,903) (26,554) - - 5065 City Staff Time & Cost Recover (560) - - - 5220 Measure P Reimbursements (244) - - - 5221 Trash/Recyc. AB939 Admin Fee (1,541,134) (1,666,608) (1,416,799) (1,574,627) 5351 Reimb - CIP Projects - (378) - - Page 863 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 334 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5371 Reimb - Other (398,221) (254,792) (110,000) (110,000) 5372 Reimb - Other City Funds (2,174) (4,489) (29,726) (29,726) 5999 Transfers In (15,000) (5,000) (7,000) (7,000) 282 Environmental Services Total (1,989,236) (1,957,821) (1,563,525) (1,721,353) 301 Storm Drain 4321 Storm Drain Ord Violation Fee (200) (400) (5,000) (5,000) 4401 Investment Earnings City Pool (33,539) (50,699) - - 5011 Storm Drain Fees (625,970) (616,392) (585,000) (661,384) 5651 Service Charge - A/R 1,279 (3,950) - - 301 Storm Drain Total (658,430) (671,441) (590,000) (666,384) 311 CDBG Housing Program 4611 Federal Grant - Other - (92,019) (100,000) (100,000) 5453 Loan Repayments (33,310) - - - 311 CDBG Housing Program Total (33,310) (92,019) (100,000) (100,000) 313 Chula Vista Housing Authority 4401 Investment Earnings City Pool (94,309) (113,315) - - 4402 Investment Earnings Others 10,207 (50,424) - - 4752 Dev Fees - Deposit Based (59,956) (4,890) - - 5065 City Staff Time & Cost Recover (15,241) (32,215) (1,395,342) (1,448,286) 5242 Bond Administrative Fees (331,215) (346,412) (150,000) (323,094) 5331 Reimb - RDA Housing (25,528) (39,861) - - 5332 Reimb - CHIP (16,131) (27,180) (25,000) (25,000) 5361 Reimb - CDBG Admin (174,106) (219,633) (419,735) (419,735) 5362 Reimb - HOME Prog (85,258) (25,008) (86,630) (86,630) 5364 Reimb - CDBG Others - - (50,000) (50,000) 5365 Reimb - ESG Program (8,915) (13,778) (1,042) (1,042) 5371 Reimb - Other (81,302) (323,712) (20,000) (20,000) 5372 Reimb - Other City Funds (20,494) (34,454) (45,000) (45,000) 5453 Loan Repayments (414,545) (95,173) - - 5651 Service Charge - A/R (664) (284) - - 5999 Transfers In (15,000) (6,000) (3,000) (3,000) 313 Chula Vista Housing Authority Total (1,332,457) (1,332,339) (2,195,749) (2,421,787) 316 Public Educational & Govt Fee 4022 Public Educational & Govt. Fee (463,961) (416,801) (488,000) (488,000) 316 Public Educational & Govt Fee Total (463,961) (416,801) (488,000) (488,000) 318 RDA Successor Agency Fund 4005 Prop Tax in Lieu (305,988) (312,107) - - 4081 Property Tax Increment TCI (607,543) (537,274) (1,206,866) (568,560) 4082 Property Tax Increment Bayfront (337,531) (298,700) (1,343,080) (316,094) 4083 Prop Tax Increment Southwest (823,520) (767,979) (666,328) (812,699) 4084 Property Tax Increment TC II (266,596) (239,571) (480,043) (253,522) 4085 Property Tax Increment Otay Vl (485,851) (527,980) (697,538) (558,725) 4086 Prop Tax Increment Merged Proj (713,977) (680,047) (573,295) (719,647) Page 864 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 335 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 4401 Investment Earnings City Pool (47,367) (61,626) - - 318 RDA Successor Agency Fund Total (3,588,373) (3,425,284) (4,967,150) (3,229,247) 319 Housing Successor Agency 4401 Investment Earnings City Pool (183,287) (241,580) - - 4402 Investment Earnings Others (118,639) (200,750) (200,000) (200,000) 4446 Rentals Leases Land Space (23,597) (24,664) (15,000) (15,000) 5453 Loan Repayments (138,420) (143,486) (255,000) (255,000) 319 Housing Successor Agency Total (463,943) (610,480) (470,000) (470,000) 340 Section 115 Trust 4403 Trustee Investment Earnings 1,250,640 (711,121) - - 5999 Transfers In (10,751,979) (9,007,333) (10,848,629) (8,945,731) 340 Section 115 Trust Total (9,501,339) (9,718,454) (10,848,629) (8,945,731) 341 Public Liability Trust 5371 Reimb - Other (123,096) (110,877) - - 5511 Rebates/Refunds - (148) - - 5999 Transfers In (1,240,788) (4,132,477) (2,484,078) (1,284,078) 341 Public Liability Trust Total (1,363,884) (4,243,502) (2,484,078) (1,284,078) 342 CFD 11-M Rolling Hills McM 4401 Investment Earnings City Pool (8,165) (11,206) - - 5601 District Assessments (199,004) (212,408) (226,688) (228,327) 342 CFD 11-M Rolling Hills McM Total (207,169) (223,614) (226,688) (228,327) 343 CFD 12-M Otay Ranch Village 7 4401 Investment Earnings City Pool (18,772) (23,803) - - 5601 District Assessments (567,601) (565,416) (610,828) (606,932) 343 CFD 12-M Otay Ranch Village 7 Total (586,373) (589,219) (610,828) (606,932) 344 CFD 13-M Otay Ranch Village 2 4401 Investment Earnings City Pool (37,616) (60,159) - - 5601 District Assessments (919,002) (1,327,027) (1,721,829) (2,409,842) 344 CFD 13-M Otay Ranch Village 2 Total (956,618) (1,387,186) (1,721,829) (2,409,842) 345 CFD 12M Village 7 Otay Ranch 4401 Investment Earnings City Pool (21,801) (28,708) - - 5601 District Assessments (597,128) (632,152) (676,572) (681,479) 345 CFD 12M Village 7 Otay Ranch Total (618,929) (660,860) (676,572) (681,479) 346 CFD 14M-A-EUC Millenia 4401 Investment Earnings City Pool (11,289) (16,811) - - 5601 District Assessments (295,303) (311,353) (334,507) (336,931) 346 CFD 14M-A-EUC Millenia Total (306,592) (328,164) (334,507) (336,931) 347 CFD 14M-B-EUC Millenia 4401 Investment Earnings City Pool (9,330) (14,120) - - Page 865 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 336 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5999 Transfers In (486,716) (482,722) (646,542) (647,329) 347 CFD 14M-B-EUC Millenia Total (496,046) (496,842) (646,542) (647,329) 348 CFD 18M Village 3 Otay Ranch 4401 Investment Earnings City Pool (70,847) (121,152) - - 5601 District Assessments (1,653,388) (1,759,169) (1,787,149) (1,982,382) 348 CFD 18M Village 3 Otay Ranch Total (1,724,235) (1,880,321) (1,787,149) (1,982,382) 349 CFD 19M Freeway Commercial 2 4401 Investment Earnings City Pool (11,268) (18,968) - - 5601 District Assessments (278,557) (292,825) (297,637) (316,109) 349 CFD 19M Freeway Commercial 2 Total (289,825) (311,793) (297,637) (316,109) 350 Bayfront Special Tax District 4401 Investment Earnings City Pool (5,264) (4,857) - - 5601 District Assessments (609,104) (560,186) (200,000) (500,000) 350 Bayfront Special Tax District Total (614,368) (565,043) (200,000) (500,000) 351 Town Center Landscape Dist I 4401 Investment Earnings City Pool (432) (556) - - 351 Town Center Landscape Dist I Total (432) (556) - - 352 Bay Blvd Landscape District 4401 Investment Earnings City Pool (870) (1,245) - - 5601 District Assessments (12,756) (12,769) (12,851) (13,028) 352 Bay Blvd Landscape District Total (13,626) (14,014) (12,851) (13,028) 353 Eastlake Maintenance Dist I 4401 Investment Earnings City Pool (11,954) (16,410) - - 5601 District Assessments (366,418) (367,865) (368,280) (388,695) 5999 Transfers In (31,280) (31,280) (54,226) (54,226) 353 Eastlake Maintenance Dist I Total (409,652) (415,555) (422,506) (442,921) 354 Open Space District #01 4401 Investment Earnings City Pool (1,348) (1,842) - - 5601 District Assessments (94,896) (95,083) (95,953) (101,417) 354 Open Space District #01 Total (96,244) (96,925) (95,953) (101,417) 355 Open Space District #02 4401 Investment Earnings City Pool 26 (44) - - 5601 District Assessments (17,041) (16,585) (16,847) (17,805) 355 Open Space District #02 Total (17,015) (16,629) (16,847) (17,805) 356 Open Space District #03 4401 Investment Earnings City Pool (778) (1,344) - - 5601 District Assessments (57,560) (58,868) (59,074) (62,441) 356 Open Space District #03 Total (58,338) (60,212) (59,074) (62,441) Page 866 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 337 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 357 Open Space District #04 4401 Investment Earnings City Pool (1,548) (1,910) - - 5601 District Assessments (102,159) (109,560) (102,189) (108,014) 357 Open Space District #04 Total (103,707) (111,470) (102,189) (108,014) 358 Open Space District #05 4401 Investment Earnings City Pool (1,501) (2,130) - - 5601 District Assessments (57,316) (57,114) (58,447) (61,781) 358 Open Space District #05 Total (58,817) (59,244) (58,447) (61,781) 359 Open Space District #06 4401 Investment Earnings City Pool (1,423) (1,917) - - 5601 District Assessments (38,984) (37,886) (38,381) (40,570) 359 Open Space District #06 Total (40,407) (39,803) (38,381) (40,570) 361 Open Space District #07 4401 Investment Earnings City Pool (321) (295) - - 5601 District Assessments (15,972) (15,778) (16,548) (17,492) 361 Open Space District #07 Total (16,293) (16,073) (16,548) (17,492) 362 Open Space District #08 4401 Investment Earnings City Pool (1,483) (2,220) - - 5601 District Assessments (81,973) (83,054) (83,172) (87,914) 362 Open Space District #08 Total (83,456) (85,274) (83,172) (87,914) 363 Open Space District #09 4401 Investment Earnings City Pool (842) (1,538) - - 5601 District Assessments (80,797) (81,973) (82,498) (87,194) 363 Open Space District #09 Total (81,639) (83,511) (82,498) (87,194) 364 Open Space District #10 4401 Investment Earnings City Pool (2,297) (3,415) - - 5601 District Assessments (93,381) (94,809) (94,963) (100,370) 364 Open Space District #10 Total (95,678) (98,224) (94,963) (100,370) 365 Open Space District #11 4401 Investment Earnings City Pool (4,071) (5,705) - - 5601 District Assessments (190,206) (193,027) (193,309) (204,325) 365 Open Space District #11 Total (194,277) (198,732) (193,309) (204,325) 366 Open Space District #13 4401 Investment Earnings City Pool (9) (11) - - 366 Open Space District #13 Total (9) (11) - - 367 Open Space District #14 4401 Investment Earnings City Pool (5,620) (9,314) - - 5601 District Assessments (399,721) (404,542) (405,475) (428,590) 367 Open Space District #14 Total (405,341) (413,856) (405,475) (428,590) Page 867 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 338 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 368 Open Space District #15 4401 Investment Earnings City Pool 22 (168) - - 5601 District Assessments (25,798) (25,554) (25,723) (27,190) 368 Open Space District #15 Total (25,776) (25,722) (25,723) (27,190) 369 Open Space District #17 4401 Investment Earnings City Pool (184) (266) - - 5601 District Assessments (9,782) (9,869) (9,937) (10,504) 369 Open Space District #17 Total (9,966) (10,135) (9,937) (10,504) 371 Open Space District #18 4401 Investment Earnings City Pool (6,567) (8,843) - - 5601 District Assessments (189,828) (188,216) (188,962) (196,854) 371 Open Space District #18 Total (196,395) (197,059) (188,962) (196,854) 372 Open Space District #20 4401 Investment Earnings City Pool (35,673) (46,586) - - 5371 Reimb - Other (1,550) - - - 5511 Rebates/Refunds - (66) - - 5601 District Assessments (1,639,651) (1,669,246) (1,661,464) (1,756,303) 372 Open Space District #20 Total (1,676,874) (1,715,898) (1,661,464) (1,756,303) 373 Open Space District #23 4401 Investment Earnings City Pool (1,700) (1,636) - - 5601 District Assessments (58,360) (58,880) (59,257) (62,635) 373 Open Space District #23 Total (60,060) (60,516) (59,257) (62,635) 374 Open Space District #24 4401 Investment Earnings City Pool (293) (661) - - 5601 District Assessments (36,697) (33,889) (34,983) (36,978) 374 Open Space District #24 Total (36,990) (34,550) (34,983) (36,978) 375 Open Space District #26 4401 Investment Earnings City Pool (25) (98) - - 5601 District Assessments (12,843) (12,957) (13,042) (13,785) 375 Open Space District #26 Total (12,868) (13,055) (13,042) (13,785) 376 Open Space District #31 5601 District Assessments (199,586) (199,206) (201,097) (203,876) 376 Open Space District #31 Total (199,586) (199,206) (201,097) (203,876) 378 CFD 07M Eastlake Woods & Vista 4401 Investment Earnings City Pool (36,895) (53,156) - - 5601 District Assessments (986,701) (999,391) (995,933) (1,013,101) 378 CFD 07M Eastlake Woods & Vista Total (1,023,596) (1,052,547) (995,933) (1,013,101) Page 868 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 339 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 379 CFD 08M Vlg 6 McMillin & OR 4401 Investment Earnings City Pool (83,691) (116,041) - - 5371 Reimb - Other (2,971) - - - 5601 District Assessments (1,656,951) (1,692,350) (1,701,311) (1,770,578) 379 CFD 08M Vlg 6 McMillin & OR Total (1,743,613) (1,808,391) (1,701,311) (1,770,578) 380 CFD 09M ORV II Brookfield-Shea 4401 Investment Earnings City Pool (54,380) (76,243) - - 5601 District Assessments (1,455,351) (1,487,084) (1,491,357) (1,511,968) 380 CFD 09M ORV II Brookfield-Shea Total (1,509,731) (1,563,327) (1,491,357) (1,511,968) 381 CFD 14M-2-EUC Millenia 4401 Investment Earnings City Pool (927) (3,235) - - 5601 District Assessments (261,922) (339,989) (335,452) (388,678) 381 CFD 14M-2-EUC Millenia Total (262,849) (343,224) (335,452) (388,678) 382 CFD 99-2 Otay Ranch Vlg 1 West 4401 Investment Earnings City Pool (41,590) (57,339) - - 5371 Reimb - Other (4,895) - - - 5601 District Assessments (1,123,722) (1,117,001) (1,121,628) (1,137,129) 382 CFD 99-2 Otay Ranch Vlg 1 West Total (1,170,207) (1,174,340) (1,121,628) (1,137,129) 383 Town Ctr Business Improv Dist 4401 Investment Earnings City Pool 166 (377) - - 5601 District Assessments 11,460 5,730 - - 383 Town Ctr Business Improv Dist Total 11,626 5,353 - - 386 Otay Ranch Preserve 4401 Investment Earnings City Pool (21,750) (31,595) - - 5601 District Assessments (807,396) (840,097) (840,661) (922,011) 386 Otay Ranch Preserve Total (829,146) (871,692) (840,661) (922,011) 387 CFD 98-3 Sunbow 2 4401 Investment Earnings City Pool (22,311) (28,799) - - 5601 District Assessments (1,102,798) (1,116,643) (1,120,846) (1,184,763) 387 CFD 98-3 Sunbow 2 Total (1,125,109) (1,145,442) (1,120,846) (1,184,763) 388 CFD 97-1 Otay Ranch 4401 Investment Earnings City Pool (140,596) (188,691) - - 5371 Reimb - Other (19,143) - - - 5601 District Assessments (3,405,089) (3,423,459) (3,422,177) (3,529,786) 388 CFD 97-1 Otay Ranch Total (3,564,828) (3,612,150) (3,422,177) (3,529,786) 389 Otay Ranch Village 1,2,6,7,12 4401 Investment Earnings City Pool (2,616) (3,366) - - 389 Otay Ranch Village 1,2,6,7,12 Total (2,616) (3,366) - - Page 869 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 340 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 391 Central Garage Fund 4403 Trustee Investment Earnings (4) (12) - - 4421 Sale of Other Personal Prop (4,220) - - - 5065 City Staff Time & Cost Recover (120,141) (228,903) (85,000) (85,000) 5222 Measure A Reimbursements - (125,551) (108,334) (113,771) 5371 Reimb - Other - (2,505) - - 5463 Recoveries on Damaged Property (104,583) (7,050) (20,168) (20,168) 5471 Billings to Other Departments (4,622,447) (4,861,669) (5,516,097) (5,798,335) 5511 Rebates/Refunds (2,698) (3,318) - - 5999 Transfers In (26,000) (8,000) (9,000) (113,771) 391 Central Garage Fund Total (4,880,093) (5,237,008) (5,738,599) (6,131,045) 392 Equipment Vehicle Replacement 4401 Investment Earnings City Pool (20,554) (16,454) - - 4421 Sale of Other Personal Prop (166,938) (67,636) - - 392 Equipment Vehicle Replacement Total (187,492) (84,090) - - 394 Vehicle Replacement Fund 4401 Investment Earnings City Pool - (17) - - 5462 Gain on Disposal of Property (192,543) (48,356) - - 5999 Transfers In (231,982) (313,760) (681,314) (815,984) 394 Vehicle Replacement Fund Total (424,525) (362,133) (681,314) (815,984) 398 Workers Compensation Fund 5371 Reimb - Other (168,274) (60,602) (25,000) (25,000) 5461 Recoveries on Lien & W/C Overp - - (25,000) (25,000) 5471 Billings to Other Departments (4,679,723) (4,785,897) (5,033,136) (5,200,916) 398 Workers Compensation Fund Total (4,847,997) (4,846,499) (5,083,136) (5,250,916) 401 Bayfront Trolley Station 4401 Investment Earnings City Pool (1,399) (1,800) - - 401 Bayfront Trolley Station Total (1,399) (1,800) - - 402 Chula Vista Transit 4401 Investment Earnings City Pool 1,402 1,805 - - 402 Chula Vista Transit Total 1,402 1,805 - - 403 Transit Capital Projects 4401 Investment Earnings City Pool (2,821) (3,630) - - 403 Transit Capital Projects Total (2,821) (3,630) - - 405 City Jail 4311 Booking Fees (155) - - - 4622 PD STC Reimb Prog (6,934) - - - 4921 Reimb fr. Other Agencies-Jail (1,364,153) - - - 5999 Transfers In (25,000) (1,050,786) - - 405 City Jail Total (1,396,242) (1,050,786) - - Page 870 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 341 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 406 Chula Vista Muni Golf Course 4462 Rentals Leases Buildings - - (132,580) - 5101 Operating Revenue (3,300,593) (3,214,174) (3,300,593) (3,615,498) 5999 Transfers In (209,000) - - - 406 Chula Vista Muni Golf Course Total (3,509,593) (3,214,174) (3,433,173) (3,615,498) 407 Living Coast Discovery Center 4401 Investment Earnings City Pool 1,214 467 - - 5999 Transfers In (118,750) (173,762) (80,608) (180,570) 407 Living Coast Discovery Center Total (117,536) (173,295) (80,608) (180,570) 408 Development Services Fund 4101 State Fee SB1186 (114,335) (51,540) (50,000) (50,000) 4211 Building Permits (3,970,251) (4,081,921) (3,731,410) (4,231,410) 4212 Plumbing Permits (337,678) (441,724) (333,785) (333,785) 4213 Electrical Permits (129,182) (156,651) (100,000) (100,000) 4214 Sewer Connection Permits (29,010) (14,780) (30,000) (30,000) 4215 Utility Permits (22,320) (19,900) (27,700) (27,700) 4232 Short-Term Rental Permits (1,500) (40,500) - - 4401 Investment Earnings City Pool (36,174) (63,606) - - 4403 Trustee Investment Earnings (36) (107) - - 4421 Sale of Other Personal Prop (8,894) - - - 4751 Planning Fees (321,672) (308,505) (298,384) (298,384) 4752 Dev Fees - Deposit Based (2,407,978) (2,593,951) (3,459,345) (3,459,345) 4761 Sale of Maps & Publication (3,610) (4,755) (500) (500) 4771 Plan Checking Fees (2,506,338) (3,264,630) (2,657,033) (2,907,033) 4781 Engineering Fees (99,556) (197,184) (125,000) (125,000) 4783 Strong Motion Instrument Prog (110,316) (43,594) (95,000) (95,000) 4813 Certificate of Occupancy Fee - - (2,000) (2,000) 5065 City Staff Time & Cost Recover (83,703) (18,288) (22,860) (20,574) 5220 Measure P Reimbursements (17,355) (12,227) - - 5301 Reimb - DIF (604,793) (536,961) (450,000) (450,000) 5331 Reimb - RDA Housing (2,162) - - - 5341 Reimb - Open Space Dist (732) (43) - - 5343 Reimb - Comm Fac Distr (15,529) (9,390) (145,000) (145,000) 5351 Reimb - CIP Projects (21,130) (132,694) (87,000) (87,000) 5352 Reimb - DIF CIP (8,760) (32,979) (32,500) (32,500) 5371 Reimb - Other (111,023) (11,432) - - 5372 Reimb - Other City Funds - (3,661) (23,485) (23,485) 5521 Miscellaneous Revenue (2,453) (1,914) - - 5999 Transfers In (661,343) (871,730) (588,991) (582,991) 408 Development Services Fund Total (11,627,833) (12,914,667) (12,259,993) (13,001,707) 409 CV Elite Athlete Training Ctr 4401 Investment Earnings City Pool 8,470 8,979 - - 4421 Sale of Other Personal Prop (6,150) - - - 5371 Reimb - Other (62,647) (796,812) (51,800) (51,800) 5511 Rebates/Refunds (2,826) - - - Page 871 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 342 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5999 Transfers In (120,679) (126,526) (176,700) (176,700) 409 CV Elite Athlete Training Ctr Total (183,832) (914,359) (228,500) (228,500) 410 Transport Enterprise 4401 Investment Earnings City Pool (13,654) (58,668) - - 4931 Medical Transport Fee (19,980,980) (18,224,367) (15,629,539) (17,714,809) 5492 Cash Overage - 363 - - 5999 Transfers In (106,000) (58,000) - - 410 Transport Enterprise Total (20,100,634) (18,340,672) (15,629,539) (17,714,809) 411 Sewer Income 4401 Investment Earnings City Pool (33,760) (41,837) - - 5005 Sewer Income Assessments (3,912) (5,448) - - 411 Sewer Income Total (37,672) (47,285) - - 412 Special Sewer 4401 Investment Earnings City Pool (7) (9) - - 412 Special Sewer Total (7) (9) - - 413 Trunk Sewer Capital Reserve 4401 Investment Earnings City Pool (1,146,893) (1,499,887) - - 4402 Investment Earnings Others (301,524) (371,729) (967,000) (1,134,000) 5002 Sewerage Facility Participant (6,283,618) (3,519,065) (4,000,000) (5,000,000) 5501 Donations (6,001,176) (5,984,987) - - 5999 Transfers In (5,391) (7,806) - - 413 Trunk Sewer Capital Reserve Total (13,738,602) (11,383,474) (4,967,000) (6,134,000) 414 Sewer Service Revenue 4214 Sewer Connection Permits (18,920) (49,116) (40,000) (40,000) 4401 Investment Earnings City Pool (771,727) (1,124,156) - - 4403 Trustee Investment Earnings (22) (65) - - 4421 Sale of Other Personal Prop (18,924) (6,233) - - 4752 Dev Fees - Deposit Based (738) (2,423) (20,000) (20,000) 5001 Sewer Service Charges (37,060,784) (36,178,966) (37,000,000) (42,800,000) 5006 Montgomery Sewer Charges (3,583,522) (3,517,342) (3,500,000) (3,500,000) 5021 Industrial Waste Permit Fees (8,300) (8,300) - - 5065 City Staff Time & Cost Recover (17,975) (279) - - 5220 Measure P Reimbursements - (265) - - 5351 Reimb - CIP Projects (4,843) (1,342) (5,000) (5,000) 5363 Reimb - CDBG CIP - (133) - - 5462 Gain on Disposal of Property (47,609) (70,150) - - 5491 P.Y. Revenue (452) - - - 5492 Cash Overage 15 (694) - - 5511 Rebates/Refunds (33) - - - 5515 Metro Sewer System Refund - (3,783,381) - - 5521 Miscellaneous Revenues (61) - - - 5601 District Assessments - (6) - - 5651 Service Charge - A/R 171,424 (230,733) - (128,133) Page 872 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 343 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5652 Past Due A/R - General (3,949) (2,435) - - 5999 Transfers In (244,000) (196,000) (199,000) (198,000) 414 Sewer Service Revenue Total (41,610,420) (45,172,019) (40,764,000) (46,691,133) 428 Sewer Facility Replacement 4401 Investment Earnings City Pool (200,390) (274,928) - - 4402 Investment Earnings Others - - (51,726) (51,726) 5003 Sewer Facility Replacement Fee (2,065,163) (2,054,430) (2,250,000) (2,250,000) 5651 Service Charge - A/R 7,913 (29,189) - - 428 Sewer Facility Replacement Total (2,257,640) (2,358,547) (2,301,726) (2,301,726) 430 Sewer DIFs 4401 Investment Earnings City Pool (73,054) (114,347) - - 4402 Investment Earnings Others - - 402,000 - 5792 DIF - Swr. Basin Salt Creek (863,570) (827,705) (750,000) (800,000) 5793 DIF - Swr. Basin Poggi Cyn (22,459) (4,770) (10,000) (42,000) 430 Sewer DIFs Total (959,083) (946,822) (358,000) (842,000) 442 CDBG Section 108 Loan 5999 Transfers In (644,746) (657,213) (669,863) (682,451) 442 CDBG Section 108 Loan Total (644,746) (657,213) (669,863) (682,451) 449 SD County Regional Comm System 4401 Investment Earnings City Pool (5) (5) - - 449 SD County Regional Comm System Total (5) (5) - - 451 Long Term Debt - City of CV 4403 Trustee Investment Earnings (699) (2,015) - - 5452 Proceeds from Bond Sale (12,194,805) - - - 5999 Transfers In (14,918,334) (15,095,588) (15,270,192) (15,450,410) 451 Long Term Debt - City of CV Total (27,113,838) (15,097,603) (15,270,192) (15,450,410) 452 Equipment Lease Fund 4401 Investment Earnings City Pool (1,233) 374 - - 5371 Reimb - Other (18,431) (12,818) (7,000) (1,300) 5999 Transfers In (280,821) (283,761) (201,019) (100,441) 452 Equipment Lease Fund Total (300,485) (296,205) (208,019) (101,741) 453 Energy Conservation Loans 5999 Transfers In (484,644) (303,120) (305,966) (309,186) 453 Energy Conservation Loans Total (484,644) (303,120) (305,966) (309,186) 475 2014 COP Refunding 4401 Investment Earnings City Pool 2 (0) - - 4403 Trustee Investment Earnings (127,374) 49,000 - - 5999 Transfers In (3,607,758) (3,487,717) (3,619,582) (3,618,082) 475 2014 COP Refunding Total (3,735,130) (3,438,717) (3,619,582) (3,618,082) Page 873 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 344 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 476 2015 Refunding COP 4401 Investment Earnings City Pool (0) - - - 4403 Trustee Investment Earnings (286,510) 193,953 - - 5999 Transfers In (2,924,761) (2,772,392) (2,926,770) (2,929,692) 476 2015 Refunding COP Total (3,211,271) (2,578,439) (2,926,770) (2,929,692) 477 2016 Ref COP Civic Ctr/Nature 4401 Investment Earnings City Pool (0) - - - 4403 Trustee Investment Earnings (129,764) 88,438 - - 5999 Transfers In (288,795) (218,456) (287,552) (287,552) 477 2016 Ref COP Civic Ctr/Nature Total (418,559) (130,018) (287,552) (287,552) 478 2016 LRRB PFDIF/COP 4401 Investment Earnings City Pool (558) (10) - - 4403 Trustee Investment Earnings (84) (851) - - 5999 Transfers In (2,146,671) (2,147,470) (2,153,475) (2,150,077) 478 2016 LRRB PFDIF/COP Total (2,147,313) (2,148,331) (2,153,475) (2,150,077) 479 2017 CREBs LRBs 4403 Trustee Investment Earnings (20) (68) - - 5371 Reimb - Other (314,851) (246,113) (243,000) (241,000) 5999 Transfers In (360,278) (435,113) (443,575) (480,753) 479 2017 CREBs LRBs Total (675,149) (681,294) (686,575) (721,753) 480 2017 Measure P LRBs 4403 Trustee Investment Earnings (396) (19,238) - - 5999 Transfers In (8,138,246) (7,809,303) (7,513,397) (7,514,795) 480 2017 Measure P LRBs Total (8,138,642) (7,828,541) (7,513,397) (7,514,795) 507 Otay Valley Rd AD 90-2 Impvt 4401 Investment Earnings City Pool (1,431) (1,842) - - 507 Otay Valley Rd AD 90-2 Impvt Total (1,431) (1,842) - - 508 Assessment District 97-2 4401 Investment Earnings City Pool (112) (145) - - 508 Assessment District 97-2 Total (112) (145) - - 511 OV Rd Fee Recovery District 4401 Investment Earnings City Pool (15,751) (20,273) - - 511 OV Rd Fee Recovery District Total (15,751) (20,273) - - 512 EL Greens II AD 94-1 Improvement 518 AD2005-1 Tobias Drive 4401 Investment Earnings City Pool (39) (51) - - 518 AD2005-1 Tobias Drive Total (39) (51) - - Page 874 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 345 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 542 Drainage DIF 4401 Investment Earnings City Pool (59,336) (71,505) - - 542 Drainage DIF Total (59,336) (71,505) - - 560 Public Facilities DIF 4401 Investment Earnings City Pool (392,926) (662,702) - - 5751 DIF PF - Admin (593,870) (805,020) (564,000) (650,000) 5752 DIF PF - Civic Ctr Expansion (2,840,478) (3,938,798) (2,600,000) (3,500,000) 5753 DIF PF - Police Fac Remodel (1,880,291) (2,532,380) (1,770,000) (2,000,000) 5754 DIF PF - Corp Yard Relocation (565,315) (675,283) (364,000) (425,000) 5755 DIF PF - Libraries-East Terr (1,604,110) (2,245,104) (1,560,000) (2,000,000) 5756 DIF PF - Fire Supp Sys Exp (1,157,334) (1,560,603) (1,030,000) (1,300,000) 5771 DIF PF - Recreation Facilities (1,188,679) (1,712,204) (1,300,000) (1,500,000) 560 Public Facilities DIF Total (10,223,003) (14,132,094) (9,188,000) (11,375,000) 580 Pedestrian Bridge DIFs 4401 Investment Earnings City Pool (98,712) (120,575) - - 5811 DIF - Ped Bridge - Otay Ranch (492,426) (98,072) (85,000) (90,000) 580 Pedestrian Bridge DIFs Total (591,138) (218,647) (85,000) (90,000) 590 Transportation DIFs 4401 Investment Earnings City Pool (597,506) (908,961) - - 4402 Investment Earnings Others - - (164,000) (245,000) 4812 Traffic Signal Fee (601,571) (384,808) (250,000) (300,000) 5781 DIF - Transportation (8,829,571) (8,776,364) (6,300,000) (6,500,000) 590 Transportation DIFs Total (10,028,648) (10,070,133) (6,714,000) (7,045,000) 666 2016 TARBs 4401 Investment Earnings City Pool 0 - - - 4403 Trustee Investment Earnings (16) (826) - - 5999 Transfers In (2,794,881) (2,796,882) (2,795,101) (2,793,700) 666 2016 TARBs Total (2,794,897) (2,797,708) (2,795,101) (2,793,700) 692 Long-Term Advances DSF-RDA SA 5371 Reimb - Other - (4,788,560) - - 5999 Transfers In (52,173) - - - 692 Long-Term Advances DSF-RDA SA Total (52,173) - (4,788,560) - - - - 713 Capital Improvement Projects 4401 Investment Earnings City Pool (18,245) (7,199) - - 4403 Trustee Investment Earnings (67,790) (62,253) - - 5371 Reimb - Other (1,015,924) (49,083) - - 5999 Transfers In (91,496) (8,739,618) - (200,000) 713 Capital Improvement Projects Total (1,193,455) (8,858,153) - (200,000) 715 Parkland Acquisition & DevFees 4401 Investment Earnings City Pool (632,285) (824,270) - - 4402 Investment Earnings Others - - (185,000) (277,000) Page 875 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 346 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5801 Park Dedication Fee (3,889,161) (457,543) (600,000) (1,000,000) 5999 Transfers In - - (50,000) - 715 Parkland Acquisition & DevFees Total (4,521,446) (1,281,813) (835,000) (1,277,000) 716 Western-Park Acquisition & Dev 4401 Investment Earnings City Pool (52,476) (70,881) - - 5801 Park Dedication Fee (444,314) (201,180) (200,000) (200,000) 716 Western-Park Acquisition & Dev Total (496,790) (272,061) (200,000) (200,000) 717 Residential Construction Tax 4061 Residential Construction Tax (432,425) (166,875) (325,505) (325,505) 4401 Investment Earnings City Pool 11,941 21,909 - - 717 Residential Construction Tax Total (420,484) (144,966) (325,505) (325,505) 725 Industrial Development Auth. 4401 Investment Earnings City Pool (1) (1) - - 725 Industrial Development Auth. Total (1) (1) - - 735 Transportation Partnership 4401 Investment Earnings City Pool (2) (2) - - 735 Transportation Partnership Total (2) (2) - - 736 Other Transportation Program 4611 Federal Grant - Other (327,187) (704,245) (12,772,000) (34,967,767) 736 Other Transportation Program Total (327,187) (704,245) (12,772,000) (34,967,767) 741 Prop 1B Highway Safety 4401 Investment Earnings City Pool (15) (20) - - 741 Prop 1B Highway Safety Total (15) (20) - - Grand Total, All Funds (605,626,623) (626,327,765) (548,300,569) (608,525,161) Page 876 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda AUTHORIZED POSITIONS BY DEPARTMENT Page 877 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 878 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 349 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Administration – General Fund Asst City Manager/Admin 1.00 0�00 0�00 1.00 City Manager 1.00 0�00 0�00 1.00 Communications Manager 0�00 1.00 0�00 1.00 Communications/Special Events Coordinator 1.00 0�00 0�00 1.00 Community Engagement Specialist 1.00 0�00 1.00 2�00 Deputy City Manager 2�00 0�00 0�00 2�00 Deputy City Manager/Public Works Director 0�00 0�00 1.00 1.00 Executive Secretary 1.00 0�00 0�00 1.00 Marketing & Communications Mgr 1.00 (1.00) 0�00 0�00 Public Information Specialist 1.00 0�00 0�00 1.00 Special Projects Manager 2�00 0�00 0�00 2�00 Administration – General Fund Total 11.00 0.00 2.00 13.00 Animal Care Facility – General Fund Animal Care Facility Manager 1.00 (1.00) 0�00 0�00 Animal Care Facility Supervisor 1.00 0�00 0�00 1.00 Animal Care Specialist 4�00 0�00 0�00 4�00 Animal Care Supervisor 1.00 0�00 0�00 1.00 Animal Control Officer 3�00 1.00 0�00 4�00 Animal Ctrl Officer Supervisor 1.00 0�00 0�00 1.00 Animal Services Specialist 2�00 1.00 0�00 3�00 Deputy Director of Animal Services 0�00 1.00 0�00 1.00 Director of Animal Services 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Office Specialist 2�00 0�00 0�00 2�00 Registered Veterinary Tech 4�50 0�00 0�00 4�50 Sr Animal Care Specialist 2�00 0�00 0�00 2�00 Sr Fiscal Office Specialist 1.00 0�00 0�00 1.00 Sr Office Specialist 1.00 0�00 0�00 1.00 Veterinarian (Permitted) 1.75 0�00 0�00 1.75 Animal Care Facility – General Fund Total 27.25 2.00 0.00 29.25 City Attorney – General Fund Asst City Attorney 1.00 0�00 0�00 1.00 City Attorney (Elected) 1.00 0�00 0�00 1.00 City Attorney Investigator 1.00 0�00 0�00 1.00 Deputy City Attorney II 2�00 0�00 0�00 2�00 Deputy City Attorney III 5�00 0�00 0�00 5�00 Executive Secretary 1.00 0�00 0�00 1.00 Law Office Manager 1.00 0�00 0�00 1.00 Legal Assistant 1.00 0�00 0�00 1.00 Paralegal 1.00 0�00 0�00 1.00 Sr Asst City Attorney 1.00 0�00 0�00 1.00 Sr Legal Assistant 1.00 0�00 0�00 1.00 Sr Risk Management Specialist 1.00 0�00 0�00 1.00 City Attorney – General Fund Total 17.00 0.00 0.00 17.00 Page 879 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 350 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget City Clerk – General Fund City Clerk 1.00 0�00 0�00 1.00 Deputy City Clerk II 3�00 1.00 0�00 4�00 Deputy Director, City Clerk Services 2�00 0�00 0�00 2�00 Fiscal Office Specialist 1.00 0�00 0�00 1.00 Records Manager 1.00 0�00 0�00 1.00 Sr Records Specialist 1.00 0�00 0�00 1.00 City Clerk – General Fund Total 9.00 1.00 0.00 10.00 City Council – General Fund Admin Secretary (Mayor, At Will) - Frozen/Unfunded 1.00 0�00 0�00 1.00 Chief of Staff 1.00 0�00 0�00 1.00 Councilperson 4�00 0�00 0�00 4�00 Executive Secretary 1.00 0�00 0�00 1.00 Mayor 1.00 0�00 0�00 1.00 Policy Aide 1.00 0�00 0�00 1.00 Sr Council Asst 5�00 0�00 0�00 5�00 City Council – General Fund Total 14.00 0.00 0.00 14.00 Development Services – General Fund Assistant Dir Development Srvcs 1.00 0�00 0�00 1.00 Associate Planner 2�00 0�00 0�00 2�00 Building Official 0�00 0�00 1.00 1.00 Code Enforcement Manager 1.00 0�00 0�00 1.00 Code Enforcement Officer II 7�00 0�00 0�00 7�00 Deputy Director of Development Services 0�00 1.00 0�00 1.00 Development Srvcs Dept Director 1.00 0�00 0�00 1.00 Development Srvcs Tech I 0�00 1.00 0�00 1.00 Development Srvcs Tech II 1.00 (1.00) 0�00 0�00 Office Specialist 1.00 0�00 0�00 1.00 Principal Management Analyst 1.00 0�00 0�00 1.00 Principal Planner 1.00 0�00 0�00 1.00 Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Code Enforcement Officer 2�00 0�00 0�00 2�00 Sr Office Specialist 1.00 0�00 0�00 1.00 Sr Planning Technician 1.00 (1.00) 0�00 0�00 Development Services – General Fund Total 21.00 0.00 1.00 22.00 Development Services Fund Assistant Planner 1.00 0�00 0�00 1.00 Assoc Engineer 5�00 1.00 0�00 6�00 Assoc Plan Check Engineer 4�00 0�00 0�00 4�00 Associate Planner 5�00 (1.00) 0�00 4�00 Building Inspection Mgr 1.00 0�00 0�00 1.00 Building Inspector II 7�00 0�00 0�00 7�00 Page 880 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 351 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Building Inspector III 2�00 0�00 0�00 2�00 Building Off/Code Enf Mgr 1.00 0�00 (1.00) 0�00 Development Automation Spec 1.00 0�00 0�00 1.00 Development Project Manager 1.00 0�00 (1.00) 0�00 Development Services Counter Mgr 1.00 0�00 0�00 1.00 Development Services Tech I 1.00 (1.00) 0�00 0�00 Development Services Tech II 5�00 1.00 0�00 6�00 Development Services Tech III 3�00 2�00 0�00 5�00 Facilities Financing Manager 1.00 0�00 0�00 1.00 Landscape Architect 4�00 0�00 0�00 4�00 Landscape Inspector 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Plan Check Supervisor 1.00 0�00 0�00 1.00 Planning Manager 1.00 0�00 0�00 1.00 Principal Civil Engineer 1.00 0�00 0�00 1.00 Principal Landscape Architect 1.00 0�00 0�00 1.00 Principal Planner 1.00 0�00 0�00 1.00 Secretary 1.00 (1.00) 0�00 0�00 Sr Building Inspector 1.00 0�00 0�00 1.00 Sr Civil Engineer 2�00 0�00 0�00 2�00 Sr Engineering Technician 1.00 (1.00) 0�00 0�00 Sr Landscape Inspector 1.00 0�00 0�00 1.00 Sr Plan Check Technician 1.00 0�00 0�00 1.00 Sr Planner 5�00 1.00 0�00 6�00 Sr Project Coordinator 1.00 (1.00) 0�00 0�00 Sr Secretary 1.00 0�00 0�00 1.00 Transportation Engineer W/Cert 1.00 0�00 0�00 1.00 Development Services Fund Total 65.00 0.00 (2.00) 63.00 Development Services – General Fund Total 21.00 0.00 1.00 22.00 Development Services – Non-General Fund Total 65.00 0.00 (2.00) 63.00 Economic Development – General Fund Administrative Technician 1.00 0�00 0�00 1.00 Chief Sustainability Officer 1.00 0�00 (1.00) 0�00 Conservation Specialist II 3�00 0�00 0�00 3�00 Economic Development Manager 1.00 0�00 0�00 1.00 Environmental Sustainability Mgr 1.00 0�00 0�00 1.00 Principal Economic Development Specialist 1.00 0�00 0�00 1.00 Sr Economic Dev Specialist 1.00 0�00 0�00 1.00 Economic Development – General Fund Total 9.00 0.00 (1.00) 8.00 Environmental Services Fund Conservation Specialist II 2�00 (2.00) 0�00 0�00 Environmental Services Mgr 1.00 0�00 (1.00) 0�00 Recycling Specialist II 5�00 2�00 (7.00) 0�00 Page 881 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 352 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Sr Recycling Specialist 1.00 0�00 (1.00) 0�00 Environmental Services Fund Total 9.00 0.00 (9.00) 0.00 Economic Development – General Fund Total 9.00 0.00 (1.00) 8.00 Economic Development – Non-General Fund Total 9.00 0.00 (9.00) 0.00 Engineering and Capital Projects – General Fund Administrative Services Manager 1.00 (1.00) 0�00 0�00 Assistant Director of Engineering 0�00 0�00 1.00 1.00 Assoc Engineer 23�00 0�00 0�00 23�00 Assoc Land Surveyor 1.00 1.00 0�00 2�00 Director of Engineering 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Principal Civil Engineer 3�00 0�00 1.00 4�00 Principal Management Analyst 0�00 1.00 0�00 1.00 Principal Traffic Engineer 1.00 0�00 0�00 1.00 Public Works Insp II 4�00 0�00 0�00 4�00 Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Civil Engineer 7�00 0�00 0�00 7�00 Sr Engineering Technician 2�00 (1.00) 0�00 1.00 Sr Fiscal Office Spec 1.00 0�00 0�00 1.00 Sr Land Surveyor 1.00 0�00 0�00 1.00 Sr Management Analyst 1.00 (1.00) 0�00 0�00 Sr Public Works Insp 1.00 0�00 0�00 1.00 Stormwater Environmental Specialist II 2�00 0�00 0�00 2�00 Stormwater Compliance Inspector II 1.00 0�00 0�00 1.00 Stormwater Program Manager 1.00 0�00 0�00 1.00 Survey Technician II 1.00 0�00 0�00 1.00 Traffic Signal & Lighting Supervisor 1.00 0�00 0�00 1.00 Traffic Signal & Lighting Technician II 4�00 0�00 0�00 4�00 Engineering and Capital Projects – General Fund Total 59.00 (1.00) 2.00 60.00 Sewer Funds Assoc Engineer 1.00 0�00 1.00 2�00 Engineering Tech II 2�00 0�00 0�00 2�00 Sr Civil Engineer 1.00 0�00 0�00 1.00 Sr Fiscal Office Specialist 1.00 0�00 0�00 1.00 Sewer Funds Total 5.00 0.00 1.00 6.00 Engineering and Capital Projects – General Fund Total 59.00 (1.00) 2.00 60.00 Engineering and Capital Projects – Non-General Fund Total 5.00 0.00 1.00 6.00 Finance – General Fund Accountant 1.00 0�00 0�00 1.00 Accounting Assistant 5�00 (1.00) 0�00 4�00 Page 882 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 353 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Accounting Technician 3�00 1.00 0�00 4�00 Accounts Payable Supervisor 1.00 0�00 0�00 1.00 Asst Dir of Finance 1.00 0�00 0�00 1.00 Budget & Analysis Manager 1.00 0�00 0�00 1.00 Business License Rep 1.00 0�00 0�00 1.00 Director of Finance 1.00 0�00 0�00 1.00 Finance Manager 1.00 0�00 0�00 1.00 Fiscal & Management Analyst 3�00 0�00 0�00 3�00 Fiscal Debt Mgmt Analyst 1.00 0�00 0�00 1.00 Fiscal Office Specialist 1.00 0�00 0�00 1.00 Fiscal Services Analyst 1.00 0�00 0�00 1.00 Payroll Specialist 2�00 0�00 0�00 2�00 Payroll Supervisor 1.00 0�00 0�00 1.00 Principal Accountant 1.00 0�00 0�00 1.00 Procurement Specialist 1.00 0�00 0�00 1.00 Purchasing Agent 1.00 0�00 0�00 1.00 Revenue Manager 1.00 0�00 0�00 1.00 Sr Accountant 2�00 0�00 0�00 2�00 Sr Management Analyst 3�00 1.00 0�00 4�00 Sr Procurement Specialist 1.00 0�00 0�00 1.00 Finance – General Fund Total 34.00 1.00 0.00 35.00 Sewer Funds Collections Supervisor 1.00 0�00 0�00 1.00 Fiscal Office Specialist 0�00 1.00 0�00 1.00 Sewer Funds Total 1.00 1.00 0.00 2.00 Finance – General Fund Total 34.00 1.00 0.00 35.00 Finance – Non-General Fund Total 1.00 1.00 0.00 2.00 Fire – General Fund Deputy Fire Chief 2�00 0�00 0�00 2�00 Fire Battalion Chief - A (112 hr) 6�00 0�00 0�00 6�00 Fire Captain - A (112 hr) 39�00 0�00 3�00 42�00 Fire Captain - C (80 hr) 3�00 0�00 0�00 3�00 Fire Chief 1.00 0�00 0�00 1.00 Fire Division Chief 1.00 0�00 0�00 1.00 Fire Engineer - A (112 hr) 39�00 0�00 3�00 42�00 Fire Engineer - C (80 hr) 1.00 0�00 0�00 1.00 Fire Insp/Invest I 1.00 0�00 0�00 1.00 Fire Insp/Invest II 6�00 0�00 0�00 6�00 Fire Inventory Specialist 1.00 0�00 0�00 1.00 Fire Prevention Specialist - Frozen/Unfunded 1.00 0�00 0�00 1.00 Firefighter - A (112 hr) 9�00 0�00 0�00 9�00 Firefighter/Paramedic - A (112 hr) 39�00 0�00 3�00 42�00 Public Safety Analyst 1.00 0�00 0�00 1.00 Page 883 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 354 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Fire Insp/Invest 2�00 0�00 0�00 2�00 Sr Management Analyst 1.00 0�00 0�00 1.00 Sr Office Specialist 1.00 0�00 0�00 1.00 Training Programs Spec 1.00 0�00 0�00 1.00 Fire – General Fund Total 156.00 0.00 9.00 165.00 Advanced Life Support Fund Deputy Fire Chief 1.00 0�00 0�00 1.00 EMS Educator 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Multimedia Designer 1.00 0�00 0�00 1.00 Principal Management Analyst 1.00 0�00 0�00 1.00 Advanced Life Support Fund Total 5.00 0.00 0.00 5.00 Grant Funds Emergency Svcs Manager 1.00 0�00 0�00 1.00 Grant Funds Total 1.00 0.00 0.00 1.00 Measure A Fund Deputy Fire Chief 1.00 0�00 0�00 1.00 Fire Captain - C (80 hr) 6�00 0�00 0�00 6�00 Fire Engineer 2�00 0�00 0�00 2�00 Fire Inventory Specialist 1.00 0�00 0�00 1.00 Firefighter - A (112 hr) 30�00 0�00 3�00 33�00 Firefighter/Paramedic 3�00 6�00 0�00 9�00 Sr Application Support Specialist 1.00 0�00 0�00 1.00 Measure A Fund Total 44.00 6.00 3.00 53.00 Transport Enterprise Fund Delivery Driver 1.00 0�00 0�00 1.00 Emergency Medical Tech (Non-Safety) 21.00 5�00 0�00 26�00 Fire Battalion Chief - A (112 hr) 3�00 0�00 0�00 3�00 Paramedic (Non-Safety) 37�00 3�00 0�00 40�00 Transport Enterprise Fund Total 62.00 8.00 0.00 70.00 Fire – General Fund Total 156.00 0.00 9.00 165.00 Fire – Non-General Fund Total 112.00 14.00 3.00 129.00 Housing and Homeless Services - CV Housing Authority Fund Director of Housing and Homeless Services 1.00 0�00 0�00 1.00 Homeless Services Specialist II 0�00 0�00 1.00 1.00 Homeless Solutions Manager 1.00 0�00 0�00 1.00 Housing Manager 1.00 0�00 0�00 1.00 Management Analyst II 4�00 0�00 0�00 4�00 Principal Management Analyst 1.00 0�00 0�00 1.00 Page 884 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 355 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Sr Fiscal Office Specialist 1.00 0�00 0�00 1.00 Sr Planner 1.00 0�00 0�00 1.00 Housing and Homeless Services – Non-General Fund Total 10.00 0.00 1.00 11.00 Human Resources – General Fund Assistant Director of Human Resources 0�00 1.00 0�00 1.00 Benefits Manager 1.00 0�00 0�00 1.00 Dir of Human Resources/Risk Management 1.00 0�00 0�00 1.00 Fiscal Office Specialist 0�50 0�00 0�00 0�50 Hr Analyst 2�00 0�00 0�00 2�00 Hr Technician 4�00 0�00 0�00 4�00 Human Resources Manager 2�00 (1.00) 0�00 1.00 Principal HR Analyst 0�00 1.00 0�00 1.00 Principal Risk Management Specialist 0�00 0�00 1.00 1.00 Risk Management Specialist 0�50 0�00 0�00 0�50 Sr Fiscal Office Specialist 2�00 0�00 0�00 2�00 Sr Hr Analyst 6�00 (1.00) 0�00 5�00 Sr Hr Tech 1.00 0�00 0�00 1.00 Sr Risk Management Specialist 2�00 0�00 (1.00) 1.00 Human Resources – General Fund Total 22.00 0.00 0.00 22.00 Information Technology Srvcs – General Fund Application Support Manager 1.00 0�00 0�00 1.00 Application Support Specialist 1.00 0�00 0�00 1.00 Chief Info Security Officer 1.00 0�00 0�00 1.00 Director of Info Tech Srvcs 1.00 0�00 0�00 1.00 GIS Analyst 2�00 0�00 0�00 2�00 GIS Manager 1.00 0�00 0�00 1.00 Info Tech Support Specialist 1.00 0�00 0�00 1.00 Info Technology Technician 1.00 0�00 0�00 1.00 Information Technology Manager 1.00 0�00 0�00 1.00 Information Technology Project Manager 1.00 0�00 0�00 1.00 Sr Application Support Spec 2�00 0�00 0�00 2�00 Sr Info Tech Support Spec II 0�00 0�00 2�00 2�00 Sr Info Tech Support Spec II/Sr Police Tech Spec 4�00 0�00 (2.00) 2�00 Sr Network Engineer 1.00 0�00 0�00 1.00 Sr Programmer Analyst 1.00 0�00 0�00 1.00 Sr Webmaster 1.00 0�00 0�00 1.00 VolP/Video Conf Specialist 1.00 0�00 0�00 1.00 Information Technology Srvcs – General Fund Total 21.00 0.00 0.00 21.00 Library – General Fund City Librarian 1.00 (1.00) 0�00 0�00 Director of Community Services 0�50 (0.50) 0�00 0�00 Director of Library Services 0�00 1.00 0�00 1.00 Librarian II 6�00 0�00 0�00 6�00 Librarian III 2�00 0�00 0�00 2�00 Page 885 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 356 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Library Associate 7�50 0�00 0�00 7�50 Management Analyst II 1.00 0�00 0�00 1.00 Principal Librarian 2�00 0�00 0�00 2�00 Sr Librarian 3�00 0�00 0�00 3�00 Library – General Fund Total 23.00 (0.50) 0.00 22.50 Parks And Recreation – General Fund Administrative Secretary 1.00 0�00 0�00 1.00 Administrative Technician 1.00 0�00 (1.00) 0�00 Aquatic Supv I 1.00 0�00 0�00 1.00 Aquatic Supv II 2�00 0�00 0�00 2�00 Aquatic Supv III 1.00 0�00 0�00 1.00 Assistant Director of Parks & Recreation 0�00 1.00 0�00 1.00 Director of Community Services 0�50 (0.50) 0�00 0�00 Director of Parks & Recreation 0�00 1.00 0�00 1.00 Fiscal Office Specialist 1.00 0�00 0�00 1.00 Management Analyst II 0�00 0�00 1.00 1.00 Parks & Recreation Administrator 1.00 (1.00) 0�00 0�00 Principal Recreation Manager 2�00 0�00 0�00 2�00 Recreation Supervisor II 1.00 0�00 0�00 1.00 Recreation Supervisor III 8�00 0�00 0�00 8�00 Parks And Recreation – General Fund Total 19.50 0.50 0.00 20.00 Police – General Fund Assistant Chief of Police 1.00 0�00 0�00 1.00 Automated Fingerprint Tech 1.00 0�00 0�00 1.00 Chief of Police 1.00 0�00 0�00 1.00 Civilian Background Investigator 1.00 0�00 0�00 1.00 Community Service Officer 8�00 0�00 0�00 8�00 Crime Laboratory Manager 1.00 0�00 0�00 1.00 Detention Facility Manager 1.00 0�00 (1.00) 0�00 Detention Officer 8�00 0�00 (1.00) 7�00 Detention Supervisor 0�00 0�00 1.00 1.00 Forensics Specialist 2�00 0�00 0�00 2�00 Latent Print Examiner 2�00 0�00 0�00 2�00 Management Analyst I 1.00 0�00 0�00 1.00 Parking Enforcement Officer 1.00 0�00 0�00 1.00 Peace Officer 155.00 0�00 0�00 155.00 Police Admin Svcs Administrator 1.00 0�00 0�00 1.00 Police Agent 48�00 0�00 0�00 48�00 Police Captain 2�00 0�00 0�00 2�00 Police Dispatcher 21.00 0�00 0�00 21.00 Police Dispatcher Supervisor 5�00 0�00 0�00 5�00 Police Facility & Supply Coordinator 1.00 0�00 0�00 1.00 Police Lieutenant 10.00 0�00 0�00 10.00 Police Records Specialist 10.00 0�00 0�00 10.00 Police Records & Support Supervisor 2�00 0�00 0�00 2�00 Page 886 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 357 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Police Sergeant 25�00 0�00 0�00 25�00 Police Support Services Mgr 1.00 0�00 0�00 1.00 Police Technology Manager 1.00 0�00 0�00 1.00 Police Technology Specialist 1.00 0�00 0�00 1.00 Principal Management Analyst 1.00 0�00 0�00 1.00 Public Safety Analyst 1.00 0�00 0�00 1.00 Secretary 2�00 0�00 0�00 2�00 Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Fiscal Office Specialist 1.00 1.00 0�00 2�00 Sr Latent Print Examiner 1.00 0�00 0�00 1.00 Sr Office Specialist 2�00 (1.00) 0�00 1.00 Sr Parking Enforcement Officer 1.00 0�00 0�00 1.00 Sr Police Records Specialist 1.00 0�00 0�00 1.00 Sr Prop & Evidence Specialist 2�00 0�00 0�00 2�00 Sr Public Safety Analyst 2�00 0�00 0�00 2�00 Sr Records Specialist 1.00 0�00 0�00 1.00 Supv Public Safety Analyst 1.00 0�00 0�00 1.00 Training Programs Spec 1.00 0�00 0�00 1.00 Police – General Fund Total 329.00 0.00 (1.00) 328.00 Grant Funds FA Cyber Security Program Manager 1.00 0�00 0�00 1.00 FA Deputy Director LECC 3�00 0�00 0�00 3�00 FA Deputy Executive Director 1.00 0�00 0�00 1.00 FA Director of SD LECC 1.00 0�00 0�00 1.00 FA Finance Manager 1.00 0�00 0�00 1.00 FA Geospatial Intel Analyst 1.00 0�00 0�00 1.00 FA Graphic Designer/Webmaster 1.00 (1.00) 0�00 0�00 FA Intelligence Analyst 3�00 0�00 0�00 3�00 FA IVDC - LECC Exec Director 1.00 0�00 0�00 1.00 FA LECC IT Manager 1.00 0�00 0�00 1.00 FA Network Administrator II 3�00 0�00 0�00 3�00 FA Network Administrator III 1.00 0�00 0�00 1.00 FA Prog Asst Supervisor 2�00 0�00 0�00 2�00 FA Pub Prvt Part Exer Prg Mgr 1.00 0�00 0�00 1.00 FA RCFL Network Engineer 2�00 0�00 0�00 2�00 FA Sr Intelligence Analyst 8�00 0�00 0�00 8�00 FA Sr Program Assistant 2�00 0�00 0�00 2�00 FA Supv Intelligence Analyst I 1.00 0�00 0�00 1.00 FA Supv Intelligence Analyst II 2�00 0�00 0�00 2�00 Peace Officer 5�00 0�00 0�00 5�00 Police Agent 0�00 1.00 0�00 1.00 Police Comm Relations Spec 1.00 0�00 0�00 1.00 Police Sergeant 1.00 0�00 0�00 1.00 Grant Funds Total 43.00 0.00 0.00 43.00 Measure A Fund Page 887 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 358 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Civilian Background Investigator 1.00 0�00 0�00 1.00 Community Services Officer 4�00 0�00 0�00 4�00 Digital Forensics Analyst II 2�00 0�00 0�00 2�00 Forensics Specialist 1.00 0�00 0�00 1.00 Information Technology Tech 1.00 0�00 0�00 1.00 Peace Officer 24�00 0�00 0�00 24�00 Police Agent 8�00 (2.00) 0�00 6�00 Police Captain 1.00 0�00 0�00 1.00 Police Comm Systems Manager 1.00 0�00 0�00 1.00 Police Dispatcher 7�00 0�00 0�00 7�00 Police Lieutenant 1.00 0�00 0�00 1.00 Police Sergeant 7�00 2�00 0�00 9�00 Police Technology Specialist 1.00 0�00 0�00 1.00 Property & Evidence Specialist 3�00 0�00 0�00 3�00 Property & Evidence Supervisor 1.00 0�00 0�00 1.00 Public Information Specialist 1.00 0�00 0�00 1.00 Sr Police Records Specialist 3�00 0�00 0�00 3�00 Measure A Fund Total 67.00 0.00 0.00 67.00 Police – General Fund Total 329.00 0.00 (1.00) 328.00 Police – Non-General Fund Total 110.00 0.00 0.00 110.00 Public Works General Fund Administrative Secretary 1.00 0�00 0�00 1.00 Asst Dir of Public Works 1.00 0�00 0�00 1.00 Building Project Manager 2�00 0�00 0�00 2�00 Building Services Manager 1.00 0�00 0�00 1.00 Building Services Supervisor 1.00 0�00 0�00 1.00 Carpenter 1.00 0�00 0�00 1.00 Construction & Repair Supervisor 1.00 0�00 0�00 1.00 Custodial Supervisor 1.00 0�00 0�00 1.00 Custodian 7�00 0�00 0�00 7�00 Director of Public Works 1.00 0�00 (1.00) 0�00 Electrician 2�00 0�00 0�00 2�00 Equipment Operator 3�00 0�00 0�00 3�00 Facilities Manager 1.00 0�00 0�00 1.00 HVAC Technician 2�00 0�00 0�00 2�00 Lead Custodian 2�00 0�00 0�00 2�00 Locksmith 1.00 0�00 0�00 1.00 Maintenance Worker II 10.00 0�00 1.00 11.00 Management Analyst II 2�00 0�00 0�00 2�00 Open Space Inspector 5�00 0�00 0�00 5�00 Open Space Manager 1.00 0�00 0�00 1.00 Parks Maintenance Worker II 24�00 1.00 0�00 25�00 Parks Manager 1.00 0�00 0�00 1.00 Park Ranger Program Manager 1.00 0�00 0�00 1.00 Page 888 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 359 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Park Ranger Supervisor 1.00 0�00 0�00 1.00 Parks Supervisor 4�00 0�00 0�00 4�00 Plumber 2�00 0�00 0�00 2�00 Principal Management Analyst 1.00 0�00 0�00 1.00 Public Works Manager 2�00 0�00 0�00 2�00 Public Works Specialist 1.00 0�00 1.00 2�00 Public Works Superintendent 1.00 0�00 0�00 1.00 Public Works Supervisor 4�00 0�00 1.00 5�00 Pump Maintenance Supervisor 1.00 0�00 0�00 1.00 Pump Maintenance Technician 5�00 0�00 0�00 5�00 Real Property Manager 0�00 1.00 0�00 1.00 Sr Electronics Technician 1.00 0�00 0�00 1.00 Sr Fiscal Office Specialist 3�00 0�00 1.00 4�00 Sr HVAC Technician 1.00 0�00 0�00 1.00 Sr Maintenance Worker 9�00 0�00 0�00 9�00 Sr Management Analyst 2�00 0�00 (1.00) 1.00 Sr Office Specialist 1.00 0�00 0�00 1.00 Sr Open Space Inspector 1.00 0�00 0�00 1.00 Sr Park Ranger 1.00 0�00 0�00 1.00 Sr Parks Maintenance Worker 10.00 0�00 0�00 10.00 Tree Trimmer Supervisor 1.00 0�00 0�00 1.00 Public Works General Fund Total 124.00 2.00 2.00 128.00 Environmental Services Fund Environmental Services Mgr 0�00 0�00 1.00 1.00 Recycling Specialist II 0�00 0�00 7�00 7�00 Sr Recycling Specialist 0�00 0�00 1.00 1.00 Environmental Services Fund Total 0.00 0.00 9.00 9.00 Fleet Management Fund Equipment Mechanic 6�00 1.00 1.00 8�00 Fire Apparatus Mechanic 1.00 0�00 (1.00) 0�00 Fleet Inventory Control Specialist 1.00 0�00 0�00 1.00 Fleet Manager 1.00 0�00 0�00 1.00 Fleet Supervisor 1.00 0�00 0�00 1.00 Sr Equipment Mechanic 1.00 0�00 0�00 1.00 Sr Management Analyst 1.00 0�00 0�00 1.00 Fleet Management Fund Total 12.00 1.00 0.00 13.00 Gas Tax Fund Maintenance Worker II 1.00 0�00 0�00 1.00 Sr Maintenance Worker 1.00 0�00 0�00 1.00 Gas Tax Fund Total 2.00 0.00 0.00 2.00 Sewer Funds Equipment Operator 3�00 0�00 0�00 3�00 Maintenance Worker II 19.00 0�00 0�00 19.00 Page 889 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 360 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Public Works Specialist 1.00 0�00 0�00 1.00 Public Works Supervisor 4�00 0�00 0�00 4�00 Sr Maintenance Worker 15.00 0�00 0�00 15.00 Sewer Funds Total 42.00 0.00 0.00 42.00 Public Works – General Fund Total 124.00 2.00 2.00 128.00 Public Works – Non-General Fund Total 56.00 1.00 9.00 66.00 General Fund Subtotal 895.75 5.00 14.00 914.75 Non-General Fund Subtotal 368.00 16.00 3.00 387.00 Total Authorized Positions 1,263.75 21.00 17.00 1,301.75 Page 890 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda APPENDIX Fiscal Policies Investment Policies General Fund Reserve Policy Measure A Fund Reserve Policy Pension Reserve Policy Debt Administration Service Impacts Accounting Systems and Budgetary Control List of Acronyms Glossary Page 891 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 892 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda FISCAL POLICIES Page 893 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 894 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → FISCAL POLICIES 365 Fiscal Policies This section of the budget document reiterates the fiscal policies that were reviewed, acknowledged, or approved/ adopted by the City Council. These policies form the overall framework within which the operating budget was formulated. The fiscal policies, most of which are already codified in one form or another, are not considered new or controversial, but are summarized here to assist you to better understand the basis for the resource allocation decisions that were made. General 1. The City’s financial assets will be managed in a sound and prudent manner in order to ensure the continued viability of the organization. 2� A comprehensive operating and capital budget for all City funds will be developed annually and presented to the City Council for approval. The purpose of the annual budget will be to: a) Identify community needs for essential services. b) Identify the programs and specific activities required to provide these essential services. c) Establish program policies and goals that define the nature and level of program services required. d) Identify alternatives for improving the delivery of program services. e) Identify the resources required to fund identified programs and activities and enable accomplishment of program objectives. f) Set standards to facilitate the measurement and evaluation of program performance. 3� The City’s annual operating budget will be balanced whereby planned expenditures do not exceed anticipated revenues. 4� Recurring revenues will fund recurring expenditures. One-time revenues will be used for capital, reserve augmentation, or other non-recurring expenditures. 5� Accounting systems will be maintained in accordance with Generally Accepted Accounting Principles. 6� Investment policy and practice will be in accordance with State statues that emphasize safety and liquidity over yield, including quarterly status reports to the City Council. (Council Policy) 7� City operations will be managed, and budgets prepared with the goal of maintaining an available fund balance in the General Fund of no less than fifteen percent of the General Fund operating budget. (Council Policy) 8� General Fund fiscal status reports reflecting comparisons of actual and projected performance with budget allocations for both revenue and expenditures will be presented to the City Council on a quarterly basis. (City Charter) Revenue 1. The City will endeavor to maintain a diversified and stable revenue base in order to minimize the impact to programs from short-term economic fluctuations. 2� Revenue projections will be maintained for the current year and four future fiscal years, and estimates will be based on a conservative, analytical, and objective process. 3� In order to maintain flexibility, except as required by law or funding source, the City will avoid earmarking any restricted revenues for specific purpose or program. 4� The City has established user fees to best ensure that those who use a proprietary service pay for that service in proportion to the benefits received. With few exceptions, such as those services provided for low-income residents, fees have been set to enable the City to recover the full cost of providing those services. (Citywide Cost Recovery Policy, Council Policy Number 159-03) 5� User fees will be reviewed and updated on an ongoing basis to ensure that program costs continue to be recovered and that the fees reflect changes in levels of service delivery. (Master Fee Schedule) Page 895 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → FISCAL POLICIES 366 6� The City will recover the cost of new facilities and infrastructure necessitated by new development consistent with State law and the City’s Growth Management Program. Development Impact Fees will be closely monitored and updated to ensure that they are maintained at a level adequate to recover costs. (GMOC Ordinance) 7� When considering new development alternatives, the City will attempt to determine the fiscal impact of proposed projects, annexations, etc. and ensure that mechanisms are put in place to provide funding for any projected negative impacts on City operations. (GMOC Ordinance) Expenditures 1. Budgetary control will be exercised at the Department/category level, meaning that each department is authorized to spend up to the total amount appropriated for that department within the expenditure categories of Personnel Costs, Supplies & Services, Other Charges, Utilities, and Capital. Transfers of appropriations between expenditure categories of up to $75,000 may be approved by the City Manager. Transfers of appropriations between expenditure categories in excess of $75,000, between departments, and transfers from CIP projects require City Council approval. (City Charter & Council Policy) 2� Appropriations, other than for capital projects, remaining unspent at the end of any fiscal year will be canceled and returned to Available Fund Balance with the exception of any appropriations encumbered as the result of a valid purchase order or as approved for a specific project or purpose by the City Council or the City Manager. Appropriations for capital projects will necessarily be carried over from year to year until the project is deemed to be complete� (Council Policy) 3� The City will establish and maintain equipment replacement and facility maintenance funds as deemed necessary to ensure that monies are set aside and available to fund ongoing replacement needs. 4� The City will attempt to compensate non-safety employees at rates above the middle of the labor market as measured by the median rate for similar jurisdictions. (Council Policy) Capital Improvement Program (CIP) 1. Major capital projects will be included in a CIP Budget reflecting a five-year period. The CIP budget will be updated annually and presented to City Council for approval. Resources will be formally appropriated (budgeted) for the various projects on an annual basis in accordance with the five-year plan. City Debt Policy & Debt Management 1. The City will consider the use of debt financing primarily for capital improvement projects (CIP) when the project’s useful life will exceed the term of the financing and when resources are identified sufficient to fund the debt service requirements. Some exceptions to this CIP driven focus are the issuance of debt such as Pension Obligation Bonds, where the financial benefits are significantly greater than the costs and where the benefits are determined to be a financially prudent option; and short-term instruments such as tax and revenue anticipation notes, which are to be used for prudent cash management purposes. Bonded debt should not be issued for projects with minimal public benefit or support, or to finance normal operating expenses. (Council Policy) If a department has any project which is expected to use debt financing, the department director is responsible for expeditiously providing the Finance Department with reasonable cost estimates, including specific revenue accounts that will provide payment for the debt service. This will allow the Finance Department to do an analysis of the project’s potential impact on the City’s debt capacity and limitations� (Council Policy) 2� Debt capacity and affordability will be determined by conducting various analyses prior to the issuance of bonds. The analysis of debt capacity should cover a broad range of factors including but limited to the following: ●Statutory or constitutional limitations affecting the amount that can be issued, such as legally authorized debt limits and tax or expenditure ceilings ●Other legal limitations, such as coverage requirements or additional bonds tests imposed by bond covenants Page 896 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → FISCAL POLICIES 367 ●Evaluation of trends relating to the government’s financial performance, such as revenues and expenditures, net revenues available after meeting operating requirements, reliability of revenues expected to pay debt service and unreserved fund balance levels ●Debt service as a percentage of total General Fund Revenues The City will attempt to limit the total amount of annual debt service payments payable by the General Fund to no more than 10% of estimated total General Fund revenues. Under State Law, general obligation bonds shall not exceed 15% of total assessed valuation within the City. An analysis using current market rates and conservative projections showing compliance with the debt affordability limitations included in this Debt Policy shall be conducted before the issuance of any debt with a maturity longer than two years from date of issue. Data showing direct and overlapping debt levels for the City of Chula Vista and surrounding agencies that affect the residents of the City shall be compiled for inclusion in the Comprehensive Annual Financial Report of the City� (Council Policy) 3� In order to maximize the financial options available to benefit the public, it is the policy of the City of Chula Vista to allow for the consideration of issuing all generally accepted types of debt, including, but not exclusive to the following: ●General Obligation (GO) Bonds: General Obligation Bonds are suitable for use in the construction or acquisition of improvements to real property that benefit the public at large. Examples of projects include libraries, parks, and public safety facilities. All GO bonds require a 2/3 vote in order to pass. ●Revenue Bonds: Revenue Bonds are limited-liability obligations tied to a specific enterprise revenue stream where the projects financed clearly benefit or relate to the enterprise. An example of projects that would be financed by a Revenue Bond would be improvements to the sewer system, which would be paid back with money raised from the property owner’s sewer bills. Generally, no voter approval is required to issue this type of obligation but must comply with proposition 218 regarding rate adjustments. ●Lease-Backed Debt/Certificates of Participation (COP): Issuance of COP debt is a commonly used form of debt that allows a City to finance projects where the debt service is secured via a lease or installment agreement and where the payments are budgeted in the annual budget appropriation by the City from the general fund. Lease-Backed debt does not constitute indebtedness under the state or the City’s constitutional debt limit and does not require voter approval. ●Special Assessment/Special District Debt: the City will consider requests from developers for the use of debt financing secured by property based assessments or special taxes in order to provide for necessary infrastructure for new development only under strict guidelines adopted by City Council, which may include minimum value-to-lien ratios and maximum tax burdens. Examples of this type of debt are Assessment Districts (AD) and Community Facilities Districts (CFD) or more commonly known as Mello-Roos Districts. In order to protect bondholders as well as the City’s credit rating, all Rate and Method of Apportionment (RMA) documents must include the provision that the maximum projected annual special tax revenues must equal 110% of the projected annual gross debt service on any bonds of the community facilities district. The City will also comply with all State guidelines regarding the issuance of special district or special assessment debt. For further information, refer to the City of Chula Vista Statement of Goals and Policies Regarding the Establishment of Community Facility Districts. ●Industrial Development Bonds – Industrial Development Bonds (IDBs) are tax-exempt securities which can fund manufacturing businesses or energy development projects which provides a public benefit. While the authorization to issue IDBs is provided by a state statute, the tax-exempt status of these bonds is derived from federal law (IRS Code Section 103(b) (2). ●Tax Allocation Bonds – Tax Allocation Bonds are special obligations that are secured by the allocation of tax increment revenues that were generated by increased property taxes in the designated redevelopment area. Tax Allocation Bonds are not debt of the City. Due to changes in the law affecting California Redevelopment Page 897 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → FISCAL POLICIES 368 agencies with the passage of ABX1 26 as codified in the California Health and Safety Code, the City of Chula Vista Redevelopment Agency (RDA) was dissolved as of February 1, 2012, and its operations substantially eliminated but for the continuation of certain enforceable RDA obligations to be administered by the City of Chula Vista Successor Agency. The terms of ABX1 26 requires successor agencies perform all obligations with respect to enforceable debt obligations, which include Tax Allocation Bonds. ●Multi-Family Mortgage Revenue Bonds – The City Housing Authority is authorized to issue mortgage revenue bonds to finance the development, acquisition and rehabilitation of multi-family rental projects. The interest on the bonds can be exempt from Federal and State taxation. As a result, bonds provide below market financing for qualified rental projects. In addition, the bonds issued can qualify projects for allocations of Federal low-income housing tax credits, which can provide a significant portion of the funding necessary to develop affordable housing. For further information, refer to the Chula Vista Housing Authority – Multi-Family Administrative Bond Policies. ●HUD Section 108 Loan Guarantee Program – The U.S. Department of Housing and Urban Development (HUD) Section 108 Loan Guarantee Program allows cities to use their annual Community Development Block Grant (CDBG) entitlement grants to obtain federally guaranteed funds large enough to stimulate or pay for major community development and economic development projects. The program does not require a pledge of the City’s General Fund, only of future CDBG entitlements. By pledging future CDBG entitlement grants as security, the City can borrow at favorable interest rates because of HUD’s guarantee of repayment to investors. (Council Policy) 4� The City will strive to minimize borrowing costs by: ●Seeking the highest credit rating possible; ●Maintaining transparency and excellent communications with credit rating agencies regarding the City’s fiscal condition; ●Purchasing bond insurance or taking action to upgrade the City’s current credit rating (Council Policy) 5� The City will comply with Rule 15(c) 2-12 of the Securities Exchange Commission (SEC) and provide timely disclosure of relevant information on an annual basis as well as any material event notices as required. (Council Policy) 6� In addition to externally financed debt, the City utilizes inter-fund loans whenever possible to reduce borrowing costs or provide for shorter term loans. When interest is charged on internal loans, it is done at the same rate the City earns from its pooled investments. Sewer Service Revenue Fund Reserve Policy 1. Working Capital and Rate Stabilization Reserve Working Capital and Rate Stabilization reserves in the Sewer Service Revenue Fund will be restricted to maintaining operating the wastewater collection system and paying treatment charges to City of San Diego Metropolitan Wastewater (“Metro”). The reserve will be funded from revenues accumulated in the Sewer Service Revenue Fund. It is intended to accommodate any natural variability in revenues and expenditures, including potential disruptions of cash flows due to varied billing methodology, short term fluctuations and annual cycles. The reserve will also assist in addressing shortfalls which may occur due to unanticipated cost increases in labor or energy and other consumption based goods and services, such as wastewater treatment services provided by Metro. The reserves represent unrestricted resources available for appropriation by the City Council addressing unforeseen needs for sewer services. The Working Capital and Rate Stabilization Reserves will assist the City in addressing the following items: ●Rate Stabilization – the reserves will allow the City the flexibility to “smooth” rates and phase increases in over multiple years, which is prudent given the potential variability in the City’s payments to Metro. Page 898 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → FISCAL POLICIES 369 ●Revenue Collection Fluctuations – the reserves will be used to protect the City from natural fluctuations in revenue and expenditure cycles which is prudent given that the City bills customers at different points in time but incurs expenses continuously throughout the year. ●Rates of delinquencies – delays in collection of outstanding revenues. ●Payroll cycles – the timing of fixed cash requirement for payroll, as related to the timing of revenue cycles. ●Unanticipated expenses – expenses whose characteristics make accurate estimation difficult, such as increases in wastewater treatment services provided by the City of San Diego, energy costs, labor benefits and other consumption based goods and services. The City shall maintain a Sewer Revenue reserve equivalent to 90 days of operating expenditures and a Rate Stabilization reserve equivalent to 90 days of operating expenditures for a minimum combined total of 180 days and a maximum reserve balance of 125% of the minimum balance. If funds are appropriated from the Sewer Revenue Working Capital and Rate Stabilization Reserves, the funds should be replenished in the budget process during subsequent fiscal years to the minimum reserve balance. If the magnitude of the event caused the Sewer Revenue Working Capital and a Stabilization Reserves to be less than 30 days of operating and maintenance budget, the Finance Director shall provide the City Council with a plan to incrementally replenish the reserves to the 180 days minimum reserve balance. (Council Policy) 2� Emergency Reserve The Sewer Service Revenue Fund Emergency Reserve is necessary to secure funding for insurance deductibles, unforeseen liabilities/litigation and settlement costs related to the City’s wastewater system. The City shall maintain a minimum Sewer Service Revenue Fund Emergency Reserve target level of 5% of the operating and maintenance budget and a maximum reserve balance of 125% of the minimum balance. If the funds are appropriated from the Sewer Revenue Emergency Reserves due to unanticipated needs, the Finance Director shall provide the City Council with a plan to incrementally replenish the reserves to the minimum reserve balance� (Council Policy) 3� Vehicle Replacement Reserve The Sewer Service Revenue Fund Vehicle Replacement Reserves represents monies set aside to fund the replacement of aging vehicles. The allocation is funded from revenues accumulated in the Sewer Service Revenue Fund� The City shall maintain a minimum Sewer Services Fund Vehicle Replacement Reserve target of 2% of the operating and maintenance budget. This reserve will ensure that vehicles utilized for sewer operations are replaced as scheduled and available to deploy as needed. To achieve a minimum impact to cost of services and rates, funds will be included in the proposed budget on an annual basis as identified in the City’s Vehicle Replacement schedule. The cost of replacing all vehicles will be averaged over the lifespan of the existing fleet. This will generate a more normalized cost of services by evenly distributing revenue requirements on a year-to year-basis offsetting temporary cash flow deficiencies and avoid significant increases in rate charges to customers in the years the replacement costs are incurred. (Council Policy) Page 899 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 900 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda INVESTMENT POLICIES Page 901 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 902 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 373 Investment Policies 1.0 Purpose This “Investment Policy and Guidelines” (the “Investment Policy”) Policy is intended to provide guidelines for the prudent investment of the City of Chula Vista’s (the “City”) cash balances, and outline policies to assist in maximizing the efficiency of the City’s cash management system, while meeting the daily cash flow demands of the City. 2.0 Policy The investment practices and policies of the City of Chula Vista are based upon state law and prudent money management� 3.0 Scope This Investment Policy applies to all financial assets of the City of Chula Vista, as indicated in 3.1 below. These funds are accounted for in the City’s Comprehensive Annual Financial Report. 3.1 Funds The Director of Finance/Treasurer is responsible for investing the unexpended cash in the City Treasury for all funds, except for the employee’s retirement funds, which are administered separately, and those funds which are managed separately by trustees appointed under indenture agreements. The Director of Finance/Treasurer will strive to maintain the level of investment of this cash as close as possible to 100%. These funds are described in the City’s annual financial report and include: ■General Fund ■Special Revenue Funds ■Capital Project Funds ■Enterprise Funds ■Fiduciary Funds ■Any new fund created by the legislative body, unless specifically exempted This Investment Policy applies to all transactions involving the financial assets and related activity of the foregoing funds� Bond proceeds shall be invested in the investments permitted by the applicable bond documents. If the bond documents are silent as to the permitted investments, the bond proceeds will be invested in the securities permitted by this Policy. Notwithstanding the other provisions of this Policy, the percentage limitations listed elsewhere in this Policy do not apply to bond proceeds� 4.0 Prudence The standard of prudence to be used by the Director of Finance/Treasurer shall be the “prudent investor standard”. This shall be applied in the context of managing an overall portfolio. The “prudent investor standard” is applied to local agencies, pursuant to California Government Code Section 53600.3 which provides, in pertinent part: “… all governing bodies of local agencies or persons authorized to make investment decisions on behalf of those local agencies investing public funds pursuant to this chapter are trustees and therefore fiduciaries subject to the prudent investor standard. When investing, reinvesting, purchasing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the agency, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the agency…” 4.1 Personal Responsibility The Director of Finance/Treasurer, Assistant Director of Finance, Treasury Manager and Finance Manager as investment officers acting in accordance with written procedures and the Investment Policy and exercising due diligence, shall be relieved of personal responsibility for an individual security’s credit risk or market price changes, Page 903 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 374 provided deviations from expectations are reported to the City Council in a timely fashion and appropriate action is taken to control adverse developments. 5.0 Objective Consistent with this aim, investments are made under the terms and conditions of California Government Code Section 53600, et seq. Criteria for selecting investments and the absolute order of priority are: 5.1 Safety Safety of principal is the foremost objective of the investment program. Investments of the City of Chula Vista shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. To attain this objective, diversification is required in order that potential losses on individual securities do not exceed the income generated from the remainder of the portfolio� 5.2 Liquidity The City of Chula Vista’s investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated and to maintain compliance with any indenture agreement, as applicable. Liquidity is essential to the safety of principal. 5.3 Return on Investments The City of Chula Vista’s investment portfolio shall be designed with the objective of attaining a market-average rate of return throughout budgetary and economic cycles (market interest rates), within the City’s Investment Policy’s risk parameters and the City’s cash flow needs. See also Section 16.0. 6.0 Delegation of Authority The City Council delegates responsibility for the investment program to the Director of Finance/Treasurer for a period of one year. Subject to review, the City Council may renew the delegation of authority each year. The Director of Finance/Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls and written procedures to regulate the activities of subordinate officials. The responsibility for the day-to-day investment of City funds will be delegated to the Assistant Director of Finance or their designee. The Director of Finance/ Treasurer may delegate day-to-day investment decision making and execution authority to an investment advisor. The advisor shall follow the Investment Policy and such other written instructions as are provided. 7.0 Ethics and Conflicts of Interest In addition to state and local statutes relating to conflicts of interest, all persons involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions. Employees and investment officers, including investment advisors, are required to file annual disclosure statements as required for “public officials who manage public investments” [as defined and required by the Political Reform Act and related regulations, including Government Code Sections 81000, et seq., and the rules, regulations and guidelines promulgated by California’s Fair Political Practices Commission (FPPC)]. 8.0 Authorized Financial Dealers and Institutions For any transactions executed by the City, the City’s Director of Finance/Treasurer will maintain a list of the financial institutions and brokers/dealers authorized to provide investment and depository services and will perform an annual review of their financial condition. The City will utilize Moody’s Securities or other such services to determine financially sound institutions with which to do business. The City shall annually send a copy of the current Investment Policy to all financial institutions and brokers/dealers approved to do business with the City. As far as possible, all money belonging to, or in the custody of, a local agency, including money paid to the City’s Director of Finance/Treasurer or other official to pay the principal, interest, or penalties of bonds, shall be deposited for safekeeping in state or national banks, savings associations, federal associations, credit unions, or federally insured industrial loan companies in this state selected by the City’s Director of Finance/Treasurer; or may be invested in the investments set forth in Section 9.0. To be eligible to receive local agency money, a bank, savings association, federal association, or federally insured industrial loan company shall have received an overall rating of not less than Page 904 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 375 “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. To provide for the optimum yield in the investment of City funds, the City’s investment procedures shall encourage competitive bidding on transactions. Any transactions not executed directly with the issuer shall be made with approved brokers/dealers. In order to be approved by the City, the broker/dealer must meet the following criteria: (i) the broker/dealer must be a “primary” dealer or regional broker/dealer that qualifies under Securities and Exchange Commission Rule 15C3-1 (Uniform Net Capital Rule); (ii) the broker/dealer must be experienced in institutional trading practices and familiar with the California Government Code as related to investments appropriate for the City; and (iii) all other applicable criteria, as may be established in the investment procedures. All brokers/dealers and financial institutions who desire to become qualified bidders for investment transactions must submit documents relative to eligibility including U4 form for the broker, proof of Financial Industry Regulatory Authority (FINRA) certification and a certification of having read and understood the City’s Investment Policy and agreeing to comply with the Investment Policy. The City’s Director of Finance/Treasurer shall determine if they are adequately capitalized (i.e., minimum capital requirements of $10,000,000 and five years of operation). If the City has an investment advisor, the investment advisor may use its own list of authorized issuers and broker/ dealers to conduct transactions on behalf of the City� 9.0 Authorized & Suitable Investments The City is authorized by California Government Code Section 53600, et. seq., to invest in specific types of securities. Where this section specifies a percentage limitation for a particular security type, that percentage is applicable only on the date of purchase� Credit criteria listed in this section refers to the credit rating at the time the security is purchased. If an investment’s credit rating falls below the minimum rating required at the time of purchase, the Director of Finance/Treasurer will perform a timely review and decide whether to sell or hold the investment. Investments not specifically listed below are deemed inappropriate and prohibited: A. BANKERS’ ACCEPTANCES. A maximum of 40% of the portfolio may be invested in bankers’ acceptances. The maximum maturity is 180 days. No more than 30% of the agency’s moneys may be invested in the bankers’ acceptances of any one commercial bank. See Government Code Section 53601(g). B� NEGOTIABLE CERTIFICATES OF DEPOSIT. A maximum of 30% of the portfolio may be invested in negotiable certificates of deposit (NCD’s). The maximum maturity of a NCD issue shall be 5 years. These are issued by commercial banks and thrift institutions against funds deposited for specified periods of time and earn specified or variable rates of interest. Negotiable certificates of deposit (NCD’s) differ from other certificates of deposit by their liquidity. NCD’s are traded actively in secondary markets. See Government Code Section 53601(i). C� COMMERCIAL PAPER. A maximum of 40% of the portfolio may be invested in commercial paper. No more than 10% of the outstanding commercial paper of any single issuer may be purchased. The maximum maturity is 270 days. Commercial paper of prime quality of the highest ranking or of the highest letter and number rating as provided for by a NRSRO. The entity that issues the commercial paper shall meet all of the following conditions in either paragraph (1) or paragraph (2): a) The entity meets the following criteria: i� Is organized and operating in the United States as a general corporation. ii� Has total assets in excess of five hundred million dollars ($500,000,000). iii� Has debt other than commercial paper, if any, that is rated in a rating category of “A” or higher, or the equivalent, by a NRSRO. b) The entity meets the following criteria: i� Is organized within the United States as a special purpose corporation, trust, or limited liability company. ii� Has program wide credit enhancements including, but not limited to, over collateralization, letters of credit, or surety bond� iii� Has commercial paper that is rated in a rating category of “A-1” or higher, or the equivalent, by a NRSRO. See Government Code Section 53601(h). Page 905 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 376 A. BONDS ISSUED BY THE CITY OR ANY LOCAL AGENCY WITHIN THE STATE OF CALIFORNIA. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(a) and 53601(e). B� OBLIGATIONS OF THE UNITED STATES TREASURY. United States Treasury Notes, bonds, bills or certificates of indebtedness, or those for which the faith and credit of the United States are pledged for the payment of principal and interest. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(b). C� FEDERAL AGENCIES. Federal agency or United States government-sponsored enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States government-sponsored enterprises. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(f). D. REPURCHASE AGREEMENT, maximum term 1 year. Investments in repurchase agreements may be made, on any investment authorized in this section, when the term of the agreement does not exceed 1 year. A Master Repurchase Agreement must be signed with the bank or broker/dealer who is selling the securities to the City. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(j). E� REVERSE-REPURCHASE AGREEMENTS (Requires Council approval for each transaction). Per Government Code Section 53601(j), reverse repurchase agreements or securities lending agreements may be utilized only when all of the following conditions are met: a) The security to be sold on reverse repurchase agreement or securities lending agreement has been owned and fully paid for by the local agency for a minimum of 30 days prior to sale� b) The total of all reverse repurchase agreements and securities lending agreements on investments owned by the local agency does not exceed 20% of the base value of the portfolio. c) The agreement does not exceed a term of 92 days, unless the agreement includes a written codicil guaranteeing a minimum earning or spread for the entire period between the sale of a security using a reverse repurchase agreement or securities lending agreement and the final maturity date of the same security. d) Funds obtained or funds within the pool of an equivalent amount to that obtained from selling a security to a counter party by way of a reverse repurchase agreement or securities lending agreement, shall not be used to purchase another security with a maturity longer than 92 days from the initial settlement date of the reverse repurchase agreement or securities lending agreement, unless the reverse repurchase agreement or securities lending agreement includes a written codicil guaranteeing a minimum earning or spread for the entire period between the sale of a security using a reverse repurchase agreement or securities lending agreement and the final maturity date of the same security. e) Investments in reverse repurchase agreements, securities lending agreements, or similar investments in which the local agency sells securities prior to purchase with a simultaneous agreement to repurchase the security shall only be made with primary dealers of the Federal Reserve Bank of New York or with a nationally or state-chartered bank that has or has had a significant banking relationship with a local agency. f) For purposes of this policy, “significant banking relationship” means any of the following activities of a bank: i� Involvement in the creation, sale, purchase, or retirement of a local agency’s bonds, warrants, notes, or other evidence of indebtedness. ii� Financing of a local agency’s activities. iii� Acceptance of a local agency’s securities or funds as deposits. F� MEDIUM-TERM CORPORATE NOTES. A maximum of 30% of the portfolio may be invested in medium-term corporate notes, with a maximum remaining maturity of five years or less. Notes eligible for investment shall be rated in a rating category of “A,” its equivalent or better by a NRSRO. See Government Code Section 53601(k). No more than 10% of the City’s total investment assets may be invested in the commercial paper and the medium- term notes of any single issuer� Page 906 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 377 G� NON-NEGOTIABLE CERTIFICATES OF DEPOSIT. The maximum maturity is 5 years. Certificates of deposit are required to be collateralized as specified under Government Code Section 53630 et seq. The City, at its discretion, may waive the collateralization requirements for any portion that is covered by Federal Deposit Insurance Corporation (FDIC) insurance. There is no limit on the percentage of the portfolio that can be invested in this category� H. OBLIGATIONS OF THE STATE OF CALIFORNIA. Including bonds payable solely out of revenues from a revenue producing property owned, controlled or operated by the state, or by a department, board, agency or authority of the state. The maximum maturity is 5 years. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(d). I. OBLIGATIONS OF THE OTHER 49 STATES. Including bonds payable solely out of revenues from a revenue producing property owned, controlled or operated by any of these states, or by a department, board, agency or authority of the state. The maximum maturity is 5 years. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(d). J� MONEY MARKET FUNDS. A maximum of 20% of the portfolio may be invested in money market funds. No more than 10% of the agency’s funds may be invested in shares of beneficial interest of any one mutual fund. Local agencies may invest in “shares of beneficial interest” issued by diversified management companies which invest in the securities and obligations as authorized by California Government Code Section 53601, subdivisions (a) to (k), inclusive, and subdivisions (m) to (q), inclusive. They must have the highest rating from two NRSRO’s or have retained an investment advisor registered or exempt from registration with the Securities and Exchange Commission with not less than five years of experience managing money market mutual funds and with assets under management in excess of $500,000,000. The purchase price of the shares may not include commission. See Government Code Section 53601(l). K. San Diego County Treasurer’s Pooled Money Fund. Also known as the San Diego County Investment Pool, the pool is a local government money fund created to invest the assets of the County of San Diego and other public agencies located within the County. The three primary objectives of the County Pool are to safeguard principal; to meet liquidity needs of Pool participants; and to achieve an investment return on the funds within the guidelines of prudent risk management. Investment in the County Pool is highly liquid, and the City may invest with no portfolio percentage limit. See Government Code Section 27133. L. THE LOCAL AGENCY INVESTMENT FUND (LAIF). LAIF is a special fund of the California State Treasury through which any local government may pool investments. The City may invest up to $75 million in this fund. Investments in LAIF are highly liquid and may be converted to cash within 24 hours. See Government Code Section 16429.1. M. SHARES OF BENEFICIAL INTEREST ISSUED BY A JOINT POWERS AUTHORITY (Local Government Investment Pools [LGIP]). Per Government Code Section 53601(p), there is no limit on the percentage of the portfolio that can be invested in this category. LGIP’s organized pursuant to Government Code Section 6509.7 that invests in the securities and obligations authorized in subdivisions (a) to (q) of California Government Code Section 53601, inclusive. Each share will represent an equal proportional interest in the underlying pool of securities owned by the joint powers authority. To be eligible under this section the joint powers authority issuing the shares will have retained an investment adviser that meets all of the following criteria: ●The adviser is registered or exempt from registration with the Securities and Exchange Commission. ●The adviser has not less than five years of experience investing in the securities and obligations authorized in subdivisions (a) to (q) Government Code Section 53601, inclusive. ●The adviser has assets under management in excess of five hundred million dollars ($500,000,000). N� ASSET BACKED SECURITIES (ABS). A maximum of 20% of the portfolio may be invested in ABS. The maximum maturity is five years. Securities eligible for investment under this subdivision not issued or guaranteed by issuers identified in subdivision E and F, shall be rated in a rating category of “AA” or its equivalent or better by an NRSRO. ABS constitutes a mortgage pass-through security, collateralized mortgage obligation, mortgage-backed or other pay-through bond, equipment lease-backed certificate, consumer receivable pass-through certificate, or consumer receivable-backed bond. See Government Code Section 53601(o). Page 907 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 378 O. SUPRANATIONALS. A maximum of 30% of the portfolio may be invested in supranationals. The maximum maturity is five years. Securities eligible for purchase under this subdivision shall be United States dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development, International Finance Corporation, or Inter-American Development Bank that are eligible for purchase and sale within the United States. Investments under this subdivision shall be rated in a rating category of “AA,” its equivalent or better by an NRSRO. See Government Code Section 53601(q). P� PLACEMENT SERVICE DEPOSITS. A maximum of 30% of the portfolio may be invested in placement service deposits. The maximum maturity is 5 years. Deposits placed through a deposit placement service shall meet the requirements under Government Code Section 53601.8 and 53635.8. The full amount of the principal and the interest that may be accrued during the maximum term of each certificate of deposit shall at all times be insured by federal deposit insurance� Q. COLLATERALIZED BANK DEPOSITS. Notes, bonds, or other obligations that are at all times secured by a valid first priority security interest in securities of the types listed by California Government Code Section 53651 as eligible securities for the purpose of securing local agency deposits having a market value at least equal to that required by California Government Code Section 53652 for the purpose of securing local agency deposits. The securities serving as collateral shall be placed by delivery or book entry into the custody of a trust company or the trust department of a bank that is not affiliated with the issuer of the secured obligation. The maximum maturity is 5 years. There is no limit on the percentage of the portfolio that can be invested in this category. See Government Code Section 53601(n) and 53630 et seq. 9.1 Investment Pools The City’s Director of Finance/Treasurer or designee shall be required to investigate all local government investment pools and money market mutual funds prior to investing and performing at least a quarterly review thereafter while the City is invested in the pool or the money market fund. LAIF is authorized under provisions in Section 16429.1 of the California Government Code as an allowable investment for local agencies even though some of the individual investments of the pool are not allowed as a direct investment by a local agency. 10.0 Portfolio Adjustments Should any investment listed in section 9.0 exceed a percentage-of-portfolio limitation due to an incident such as fluctuation in portfolio size, the affected securities may be held to maturity to avoid losses. When no loss is indicated, the Director of Finance/Treasurer shall consider reconstructing the portfolio basing his or her decision on the expected length of time the portfolio will be unbalanced. If this occurs, the City Council shall be notified. 11.0 Collateralization Under provisions of the California Government Code, California banks, and savings and loan associations are required to secure the City’s deposits by pledging letters of credit issued by the Federal Home Loan Bank of San Francisco with a value of 105% of the principal and accrued interest, government securities with a value of 110% of principal and accrued interest or first trust deed mortgage notes having a value of 150% of the City’s total deposits. Collateral will be handled as required by the California Government Code. The Director of Finance/Treasurer, at his or her discretion, may waive the collateral requirement for deposits that are fully insured up to $250,000 by the Federal Deposit Insurance Corporation. The market value of securities that underlay a repurchase agreement shall be valued at 102% or greater of the funds borrowed against those securities and the value shall be adjusted no less than quarterly. Since the market value of the underlying securities is subject to daily market fluctuations, the investments in repurchase agreements shall be in compliance if the value of the underlying securities is brought back up to 102% no later than the next business day. Collateral will always be held by an independent third party. A clearly marked evidence of ownership (safekeeping receipt) must be supplied to the City and retained. The right of collateral substitution is granted. 12.0 Safekeeping and Custody All City investments shall identify the City of Chula Vista as the registered owner, and all interest and principal payments and withdrawals shall indicate the City of Chula Vista as the payee. All securities shall be safe kept with the City itself or with a qualified financial institution, contracted by the City as a third party. All agreements and Page 908 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 379 statements will be subject to review annually by external auditors in conjunction with their audit. In the event that the City has a financial institution hold the securities, a separate custodial agreement shall be required. All deliverable securities shall be acquired by the safekeeping institution on a “Delivery-Vs-Payment” (DVP) basis. For Repurchase Agreements, the purchase may be delivered by book entry, physical delivery or by third-party custodial agreement consistent with the Government Code. The transfer of securities to the counter party bank’s customer book entry account may be used for book entry delivery. 13.0 Diversification The City’s investment portfolio will be diversified to avoid incurring unreasonable and avoidable risks associated with concentrating investments in specific security types, maturity segment, or in individual financial institutions. No more than 5% of the investment portfolio shall be in securities of any one issuer except for U.S. Treasuries, U.S. Government Agency issues, and investment pools such as LAIF, the San Diego County Pool, money market funds, and local government investment pools (LGIP’s). A. Credit risk, defined as the risk of loss due to failure of the insurer of a security, shall be mitigated by investing in those securities with an “A” or above rating and approved in the Investment Policy and by diversifying the investment portfolio so that the failure of any one issuer would not unduly harm the City’s cash flow. B� Market risk, defined as the risk of market value fluctuations due to overall changes in the general level of interest rates, shall be mitigated by implementing a long-term investment strategy. It is explicitly recognized herein, however, that in a diversified portfolio, occasional measured losses are inevitable and must be considered within the context of overall investment return. The City’s investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated. 14.0 Maximum Maturities To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. The City will not directly invest in securities maturing more than five (5) years from the date of purchase, unless the legislative body has granted express authority to make that investment either specifically, or as a part of an investment program approved by the City Council at least three (3) months prior to the investment. 15.0 Internal Control The Director of Finance/Treasurer shall establish a system of internal controls designed to prevent loss of public funds due to fraud, employee error, or misrepresentation by third parties. No investment personnel, including an investment advisor, may engage in an investment transaction except as provided for under the terms of this Investment Policy and the procedure established by the Director of Finance/Treasurer. The external auditors shall annually review the investments with respect to the Investment Policy. This review will provide internal control by assuring compliance with policies and procedures for the investments that are selected for testing. Additionally, account reconciliation and verification of general ledger balances relating to the purchasing or maturing of investments and allocation of investments to fund balances shall be performed by the Finance Department and approved by the Director of Finance/Treasurer. To provide further protection of City funds, written procedures prohibit the wiring of any City funds without the authorization of at least two of the following six designated City staff: 1. Director of Finance/Treasurer 2� Assistant Director of Finance 3� Treasury Manager 4� Finance Manager 5� Revenue Manager 6� Budget and Analysis Manager Page 909 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → INVESTMENT POLICIES 380 16.0 Performance Standards The investment portfolio shall be managed to attain a market-average rate of return throughout budgetary and economic cycles, taking into account the City’s investment risk constraints and cash flow. Investment return becomes a consideration only after the basic requirements of investment safety and liquidity have been met. In evaluating the performance of the City’s portfolio in complying with this policy, the City shall establish an appropriate performance benchmark and compare the return of its portfolio to the return of the benchmark� 17.0 Reporting The Director of Finance/Treasurer shall submit a quarterly investment report to the City Council and City Manager within 45 days following the end of each quarter. This report will include the following elements: ■Type of investment ■Institutional issuer ■Purchase date ■Date of maturity ■Amount of deposit or cost of the investment ■Face value of the investment ■Current market value of securities and source of valuation ■Rate of interest ■Interest earnings ■Statement relating the report to its compliance with the Statement of Investment Policy or the manner in which the portfolio is not in compliance ■Statement on availability of funds to meet the next six month’s obligations ■Monthly and year-to-date budget amounts for interest income ■Percentage of portfolio by investment type ■Days to maturity for all investments ■Comparative report on interest yields ■Monthly transactions ■Compare portfolio total return to market benchmark total return In addition, a commentary on capital markets and economic conditions may be included with the report. 18.0 Investment Policy Review and Adoption This Investment Policy shall be reviewed at least annually by the Director of Finance/Treasurer to ensure its consistency with the overall objective of preservation of principal, liquidity, and return, and its relevance to current law and financial and economic trends. Each fiscal year, the Finance Director shall provide a copy of the City’s current Investment Policy and Guidelines to the City Council. By virtue of a resolution of the City Council of the City of Chula Vista, the Council shall acknowledge the receipt of the Policy for the respective fiscal year. Council Policy 220-01, Last updated February 13, 2024 via Council Resolution 2024-023 Page 910 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GENERAL FUND RESERVE POLICY Page 911 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 912 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GENERAL FUND RESERVE POLICY 383 General Fund Reserve Policy The City Council specifically amended this policy on November 3, 2020 with the adoption of Pension & Other Post- Employment Benefits (OPEB) Reserve Fund Policy No. 220-09, which provides, in relevant part, that: 1. Allocations for the Pension Reserve Fund (“PRF”) will only occur after the full funding of the 15% General Fund Operating Reserves; and 2� Upon meeting the 15% General Fund Operating Reserves, 75% of all future surplus funds will be transferred to the PRF, and the remaining 25% will be allocated to the Economic Contingency Reserves and Catastrophic Event Reserves in accordance with this Policy; and 3� In the event all three General fund reserve accounts are fully funded at the stated policy percentage, 100% of surplus funds will be transferred to the PRF until it reaches 15% of General Fund Expenses (excluding Measure A & P, identical dollar amount to the General Fund Operating Reserves). Purpose: Public entities purposely accumulate and then maintain adequate reserves to help ensure both financial stability and the continued ability to provide core services in difficult times. Sufficient reserves create financial stability, improve credit quality, and allow the public entity to better weather downturns in the economy and the impacts of negative events, both major and minor. Properly funded reserves allow for the continued maintenance of property, the replenishment of vehicles and equipment, and payment of expenses beyond the amount of the funds available for a single fiscal year. Background: The General Fund Reserve policy is established to ensure that the City’s finances are managed in a manner which will (1) continue to provide for the delivery of quality services, (2) maintain and enhance service delivery as the community grows in accordance with the General Plan, (3) minimize or eliminate the need to raise taxes and fees because of temporary revenue shortfalls, and (4) establish the reserves necessary to meet known and unknown future obligations and ability to respond to unexpected opportunities. Fiscal stability is an important factor in operating a City. Establishing certain financial reserves would protect the City against unexpected interruptions in revenues, vulnerability to Federal or State actions, adverse economic conditions, unpredictable one-time costs, and exposure to natural disasters and emergencies. There are additional benefits to establishing a minimum General Fund reserve. Credit rating agencies carefully monitor levels of reserves in a government’s General Fund to evaluate a government’s continued creditworthiness. A higher credit rating results in savings to the taxpayer when the City issues debt or participates in short-term borrowing. Finally, reserve levels are a crucial consideration in long-term financial planning. The Government Finance Officers Association (GFOA), an international organization that promotes the professional financial management of governments for the public interest, recommends maintaining a minimum unreserved fund balance (reserves) in the General Fund of no less than 5% to 15% of General Fund operating revenues, or no less than one to two months of regular General Fund operating expenditures. A government’s particular situation may require levels of unreserved fund balance in the General Fund significantly in excess of these recommended minimum levels. Cities with higher reserve levels are better positioned to protect public services during economic downturns. GFOA recommends that in establishing a policy governing the level of unreserved fund balance in the General Fund, a government should consider a variety of factors, including: ■The predictability of its revenues and the volatility of its expenditures (i.e., higher levels of unreserved fund balance may be needed if significant revenue sources are subject to unpredictable fluctuations or if operating expenditures are highly volatile.) ■The availability of resources in other funds as well as the potential drain upon General Fund resources from other funds (i.e., the availability of resources in other funds may reduce the amount of reserves needed in the General Fund, just as deficits in other funds may require that a higher level of reserves be maintained in the General Fund). Page 913 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GENERAL FUND RESERVE POLICY 384 ■Liquidity (i.e., a disparity between when financial resources actually become available to make payments and the average maturity of related liabilities may require that a higher level of resources be maintained). ■Designations (i.e., governments may wish to maintain higher levels of unreserved fund balance to compensate for any portion of unreserved fund balance already designated for a specific purpose). Policy: This Policy establishes three (3) distinct General Fund Reserves: 1. General Fund Operating Reserves – minimum 15% total General Fund operating expenditures 2� Economic Contingency Reserves – minimum 5% total General Fund operating expenditures 3� Catastrophic Event Reserves – 3% total General Fund operating expenditures The total recommended minimum reserve level for the three categories combined is 23% of total General Fund operating expenditures. General Fund Operating Reserves The General Fund Operating Reserves represent unrestricted resources available for appropriations by the City Council to address extraordinary needs of an emergency nature. The City shall maintain General Fund Operating Reserve levels of no less than 15% of the annual operating budget. This level of reserves represents approximately 1.8 months of General Fund operating expenditures. The reserves may be used to provide temporary financing for unanticipated extraordinary needs of an emergency nature, such as major storm drain repairs, litigation or settlement costs or an unexpected liability created by Federal or State legislative action. If funds are appropriated (spent) from the operating reserves due to unanticipated needs, the funds should be replenished in the budget process during the subsequent fiscal year to maintain the minimum reserve balance. If the magnitude of the event caused the General Fund Operating Reserves to be deeply reduced, the City Manager and Finance Director shall provide the City Council with a plan to incrementally replenish the reserves to the minimum 15% level. Authorized use (mid-year appropriations) of the General Fund Operating Reserves will require approval by at least four of five votes of the City Council. Economic Contingency Reserve The Economic Contingency Reserve 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 City shall maintain General Fund Economic Contingency Reserve levels of no less than 5% of the annual operating budget to provide for unexpected financial impacts related to a significant economic slowdown. Funds may be appropriated from the Economic Contingency Reserves only after the City Manager and the Finance Director have prepared an analysis providing sufficient evidence that the remaining reserves are adequate to offset potential downturns in revenue sources and provide sufficient cash balance for the daily financial needs of the City for the remainder of the fiscal year. Once the analysis has been presented to the City Council, action to appropriate from the reserves will require a declaration that a fiscal emergency or extraordinary need exists through an affirmative vote by at least four of five votes of the City Council. If the Economic Contingency Reserves should ever drop below the minimum reserve level, the City Manager and Finance Director will develop a plan to replenish the reserves. The plan will be included in the adoption of the City’s annual operating budget and Long-Term Financial Plan. Catastrophic Event Reserves The Catastrophic Event Reserves are monies set aside to fund unanticipated expenses related to a major natural disaster in the City� Page 914 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GENERAL FUND RESERVE POLICY 385 A reserve level of 3% of the General Fund operating budget should be maintained as Catastrophic Event Reserves. These funds are associated with the City’s Disaster Preparedness Program. The City is susceptible to earthquakes, fires, floods, and terrorist threats. In the event that the City Council proclaims a local emergency, the Catastrophic Event Reserves can be utilized to fund recovery costs until reimbursements from federal and/or state agencies can be recovered. Authorized use of the Catastrophic Event Reserves will require a Proclamation of a Local Emergency by the City Council or Director of Emergency Services. In addition, authorized use (mid-year appropriations) of the Catastrophic Event Reserves will require approval by at least four of five votes of the City Council. Calculation of Reserves The reserves will be calculated using the following year’s Adopted General Fund budgeted operating expenditures. Reserves will be evaluated annually in conjunction with the development of the City’s 10-Year General Fund Long- Term Financial Plan and Annual Operating Budget process. There is no maximum reserve level as any additional reserves would provide a greater level of fiscal security. Council Policy 220-03, Last updated November 3, 2020 via Council Resolution 2020-254 Page 915 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 916 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda MEASURE A RESERVE FUND POLICY Page 917 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 918 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → MEASURE A RESERVE FUND POLICY 389 Measure A Reserve Fund Policy Background On June 15, 2018, Chula Vista voters approved Measure A Sales and Use Tax, a one-half (½) cent Public Safety General Transactions and Use Tax (Sales Tax) in the City of Chula Vista. The Measure A Reserve Fund policy is established to avoid any impacts to the General Fund due to temporary sales tax revenue shortfalls, and to establish the reserves necessary to meet known and unknown future obligations for the City’s Police and Fire Departments. Purpose To establish a formal Measure A Sales Tax Reserve Fund Policy. Policy This policy establishes s Measure A Fund Economic Contingency Reserve: Measure A Fund Economic Contingency Reserve The City shall maintain a Measure A Fund Economic Contingency Reserve levels of no less than 60 days (approximately 16% of the annual operating budget) of operations to provide for unexpected financial impacts related to a significant economic slowdown. The reserve level is defined as the number of days of operation in its normal course of business and shall be calculated based on the annual operating budget for the fiscal year, less any budgeted debt service. If funds are appropriated (spent) from the operating reserves due to unanticipated needs, the funds should be replenished by that department in the budget process during the subsequent fiscal year to maintain the minimum reserve balance. If the magnitude of the event caused the Measure A Fund Economic Contingency Reserve to be deeply reduced, the City Manager and Finance Director shall provide the City Council with a plan to incrementally replenish the reserves to the minimum level. Authorized use (mid-year appropriations) of the Measure A Economic Contingency Reserve will require approval by a (4/5) vote of the City Council. Calculation of Reserves The reserves will be calculated using the following year’s Adopted Measure A Fund budgeted operating expenditures. Reserves will be evaluated annually in conjunction with the development of the Annual Budget process. There is no maximum reserve level as any reserves above the required minimum would provide a greater level of fiscal security in the case of an unexpected economic slowdown. Any reserves above the required minimum could also be used to support public safety, consistent with the Measure A Public Safety Expenditure Plan through the application of Measure A sales tax revenues that will ensure the best return on investment in terms of staffing improvements for the improved deployment of resources and include the uses of these non-recurring funds for one-time essential public safety purchases (i.e., capital, consulting, software, etc.). Council Policy 220-10, Last updated May 24, 2022 via Council Resolution 2022-130 Page 919 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 920 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda PENSION RESERVE POLICY Page 921 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 922 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → PENSION RESERVE POLICY 393 Pension Reserve Policy Background The following policy has been developed in response to large annual pension cost increases as a result of current and retired employees living longer, lower than anticipated investment returns by CalPERS over the last several years, and CalPERS policies which require all cities to pay for the existing unfunded liability over a thirty-year period, and for any new unfunded liabilities to be paid over a twenty-year period. The CalPERS valuation utilized for the pension obligation bonds issuance was for the period June 30, 2019: the total Miscellaneous plan Unfunded Actuarial Liability (UAL) was $190,478,272 and the total Safety plan UAL was $163,766,889. This policy will formalize a funding mechanism for the establishment of a Pension Reserve Fund (PRF) to be used at the City’s discretion to help offset future pension cost increases� The City also provides certain Other Pension Employment Benefits (OPEB) in the form of subsidized health care rates for Tier 1 retirees. As of June 30, 2019, the total OPEB liability for the City is $15,938,213. The City budgets the implied subsidy amounts on an annual basis� Purpose To establish a formal City Pension Reserve Fund Policy and OPEB Reserve Fund Policy. Policy Allocation Methodology This policy amends the General Fund Reserve Policy – Fiscal Health Plan, all allocations for the PRF will only occur after the full funding of the 15% General Fund Operating Reserves. Upon meeting the 15% General Fund Operating Reserves 75% (seventy-five percent) of all future surplus funds shall be transferred to the PRF for the purposes of that fund while the remaining 25% (twenty-five percent) is allocated to the Economic Contingency Reserves and Catastrophic Event Reserves in accordance with the General Fund Reserve Policy- Fiscal Health Plan. In the event all three General fund reserve accounts are fully funded at the stated policy percentage, 100% of surplus funds will be transferred to the PRF until it reaches 15% of General Fund Expenses (excluding Measure A & P, identical dollar amount to the General Fund Operating Reserves). Ongoing surplus funds are determined upon the close of the fiscal year if revenues exceed actual expenditures within the General Fund. Special consideration shall be made by the Finance Director each year when determining potential Surplus Funds so as not to leave any General Fund supported funds (Workers Compensation, Public Liability, Insurance Fund) with a negative fund balance. In addition, if Pension Obligation Bonds are issued, the City shall budget a minimum of 75% of the net annual savings (determined at bond issuance for years 1-10, not adjusted annually for any new unfunded liability or change in actuarial assumptions) for bond fiscal years 1 through 10 to be transferred to the Pension Reserve Fund on an annual basis. This fund will take the form of a Section 115 Trust and will replace the Pension Reserve Fund described above. Upon full funding of the 15% Pension Reserve Fund in the 115 Trust, all surplus funds will be allocated 50% to an OPEB Reserve Fund and 50% to an POB Bond Call Fund. Once 75% funding of outstanding OPEB liability is achieved, all remaining surplus funds will be deposited into the POB Bond Call Fund. The Finance Department shall provide a comprehensive reserve fund status report, including five-year reserve fund balance projections, annually to the City Council along with the Comprehensive Annual Financial Report. In the event of an economic hardship, or other unanticipated fiscal emergency, the City Council may make an emergency declaration to reduce the annual transfer to the PRF, only if all funds in the Emergency Reserve and Economic Contingency Reserve have been depleted. This declaration will only apply to the fiscal year in which it was made. Ongoing fiscal challenges will require a second or third emergency declaration. Page 923 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → PENSION RESERVE POLICY 394 Other Provisions PRF funds may be used toward: repayment of future CalPERS unfunded liability in part or whole; the issuance of debt for the purposes of refinancing or issuing pension obligation bonds or other similar debt instruments; establishment of an OPEB reserve fund; to pay off any outstanding POB’s; and any other unanticipated pension related cost or charge. The Finance Department shall create the PRF in the fiscal year in which the first scheduled transfer is to occur. It is anticipated that pension fund contributions will eventually stabilize around the year 2030 and will slowly be reduced until the outstanding unfunded pension liability is paid in full by the year 2045. Pension Obligation Bonds may be considered to smooth the impacts over that twenty-four-year period. This PRF will remain in place until such time pension contributions have stabilized and the City has no remaining unfunded liability or projected liability in the future� If any part of this Policy conflicts with Federal or State laws, or the City of Chula Vista Municipal Code, or Charter, those laws will take precedence over this Pension Reserve Fund Policy. Definitions: Surplus Funds – Actual revenues exceeding expenditures, if applicable, for each fiscal year. The surplus funds determination is typically made around October of each year for the prior fiscal year. Bond Fiscal Year – Begins the first fiscal year immediately following the issuance of pension obligation bonds. Council Policy 220-09, Last updated November 3, 2020 via Council Resolution 2020-254 Page 924 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda DEBT ADMINISTRATION Page 925 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 926 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → DEBT ADMINISTRATION 397 Debt Administration Debt Portfolio The City of Chula Vista periodically utilizes various mechanisms for borrowing to finance large capital assets such as infrastructure, buildings, and large equipment. The City’s Debt Portfolio is a summary of its outstanding bonded indebtedness by issuance. The purpose of this report is to provide Chula Vista citizens, investors, and the general public information on the City’s bonded indebtedness. Also included within the report are Redevelopment Agency/ Successor Agency obligations, and other City debt such as Special Tax District liabilities and HUD Section 108 Loan repayments� The City’s debt portfolio can be accessed at the following link: www.chulavistaca.gov/departments/finance/financial-reports Based on the estimated balances for the year ending June 30, 2023, the City and the former Redevelopment Agency (Agency) borrowed funds through several long-term debt issues and held other obligations which are to be funded for a period of time exceeding one year. A summary of the City’s current debt obligations is categorized in the following table� Long Term Debt Description Principal Interest Total Outstanding Principal Balance Final Maturity Purpose General Fund Obligations 2014 Refunding COP 45,920,000 22,832,196 68,752,196 27,095,000 2032 Police Facility Project 2015 Refunding COP 34,330,000 13,315,468 47,645,468 18,785,000 2034 Civic Center Project 2016 Refunding COP 8,600,000 4,309,945 12,909,945 8,600,000 2036 Civic Center Project 2016 Lease Revenue Refunding Bonds 25,885,000 8,128,865 34,013,865 14,455,000 2033 Capital Lease Refunding Project 2017 Lease Revenue Bonds 61,355,000 16,879,834 78,234,834 20,445,000 2027 Measure P Projects Lease Revenue Bonds Series 2017A 12,045,000 10,966,567 23,011,567 11,890,000 2049 CREBs (Taxable) Lease Revenue Bonds Series 2017B 1,085,000 279,747 1,364,747 550,000 2029 CREBs (Tax-Exempt) 2021 Taxable Pension Obligation Bonds 350,025,000 134,166,096 484,191,096 325,720,000 2045 CalPERS UAL General Fund Subtotal 539,245,000 210,878,718 750,123,718 427,540,000 RDA/Successor Agency Bonded Indebtedness 2016 Tax Allocation Refunding Bonds 29,315,000 12,279,980 41,594,980 17,015,000 2036 Refinance Tax Allocation Bonds RDA/Successor Agency Subtotal 29,315,000 12,279,980 41,594,980 17,015,000 Other Debt HUD Section 108 Loan 5,886,000 862,631 6,748,631 3,299,000 2029 CDBG CIP Financed Purchases * 8,793,033 Financed purchases Notes/Loan Payable ** 524,186 Various Miscellaneous Claims Payable 38,077,873 Various Compensated Absences 10,880,804 Employee leave Other Debt Subtotal 5,886,000 862,631 6,748,631 61,574,896 Total Long Term Debt 574,446,000 224,021,329 798,467,329 506,129,896 * Capital Leases were reclassified into two new categories in FY 2022. One of the categories is now known as GASB 87 Leases, while the other category is known as Financed Purchases. Financed Purchases will continue to be reported as long-term debt, while GASB 87 Leases are not reported as long-term debt per GASB 87. For more information on GASB 87 Leases, please refer to Note 12 of the FY 2022 ACFR. ** Balance on DHCD ERAP Loan (Note) was forgiven in FY 2024. The outstanding balance is $0. Page 927 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → DEBT ADMINISTRATION 398 Bond Ratings Description Rating Agency Bond Rating 2014 Refunding COP Moody’s Aa3 2015 Refunding COP Moody’s Aa3 2016 Refunding COP Moody’s Aa3 2016 Lease Revenue Refunding Bonds Standard & Poor’s AA- 2017 Lease Revenue Bonds Standard & Poor’s AA- Lease Revenue Bonds Series 2D17A Standard & Poor’s AA- Lease Revenue Bonds Series 2D17B Standard & Poor’s AA- 2021 Taxable Pension Obligation Bonds Standard & Poor’s AA 2016 Tax Allocation Refunding Bonds Standard & Poor’s A+ This section discusses the various types of long-term debt that the City has incurred. Bond financings, notes payable, capital leases and advances from other funds are the traditional forms of long-term debt that the City has incurred. However, also captured in this section are professional estimates derived from actuarial studies for workers compensation and general liability claims. In addition, the Finance Department provides an estimate of the City’s liability for compensated absences as of the end of each fiscal year. The following sections discuss the details of the City’s long-term debt� Tax Allocation Bonds ($17.0 million) Tax Allocation Bonds (TABs) are issued by the Agency and utilize tax increment revenue for debt service. The 2016 Tax Allocation Refunding Bonds (TARBs) were issued to refund the 2006 Senior Tax Allocation Refunding Bonds, Series A, the 2006 Subordinate Tax Allocation Refunding Bonds, Series B and the 2008 Tax Allocation Refunding Bonds� Certificates of Participation / Lease Revenue Bonds ($101.8 million) As of June 30, 2024, the City currently has three outstanding Certificates of Participation and four outstanding Lease Revenue Bonds. In February 2014, the Chula Vista Public Financing Authority (CVPFA) issued the 2014 COP to refund the 2002 COP (Police Facility Project), fund a reserve fund, and pay the costs incurred in connection with the execution and delivery of the Certificates. In September 2015, the CVPFA issued the 2015 COP to refund the 2004 COP (Civic Center Project Phase I) and partially refund the 2006 COP (Civic Center Project Phase II), fund a reserve fund, and pay the costs incurred in connection with the execution and delivery of the Certificates. In July 2016, the CVPFA issued the 2016 COP to refund the remaining 2006 COP (Civic Center Project Phase II), fund a reserve fund and to pay the costs incurred in connection with the execution and delivery of the Certificates. In July 2016, the Chula Vista Municipal Financing Authority (CVMFA) issued the 2016 Lease Revenue Refunding Bonds (LRRB) to refund the 2010 COP (Capital Facilities Refunding Projects) and to fund a reserve fund. In July 2017, the CVMFA issued the 2017 Lease Revenue Bonds (LRB) to finance infrastructure, facilities and equipment and pay the costs incurred in connection with the issuance of the Bonds using Measure P Sales Tax as the dedicated revenue source for the debt service payments. In December 2017, the CVMFA issued the Lease Revenue Bonds Series 2017A and the Lease Revenue Bonds Series 2017B to finance photovoltaic energy systems at various City facilities, capitalize interest on the Bonds and pay the costs incurred in connection with the issuance of the Bonds. Pension Obligation Bonds ($325.7 million) In February 2021, the City of Chula Vista issued the Series 2021 Taxable Pension Obligation Bonds to pay all of the City’s currently unamortized, unfunded accrued actuarial liability to the California Public Employees Retirement System with respect to the City’s defined benefit retirement plans for City employees, to pay the premium for a municipal bond insurance policy for the Insured Bonds, and to pay costs of issuance of the Bonds. Page 928 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → DEBT ADMINISTRATION 399 Bond Premium ($10.2 million) The premium is composed of seven bond issuances. One premium is in connection with the 2014 COP refunding bonds. The original amount of the premium is $3,537,111 and will be amortized over the life of the bonds. The second premium is related to the 2015 COP refunding bonds. The original amount of the premium is $2,262,493 and will be amortized over the life of the bonds. The third premium is related to the 2016 COP refunding bonds. The original amount of the premium is $319,652 and will be amortized over the life of the bonds. The fourth premium is related to the 2016 LRRB. The original amount of the premium is $2,516,621 and will be amortized over the life of the bonds. The fifth premium is related to the 2016 TARBs. The original amount of the premium is $4,687,799 and will be amortized over the life of the bonds. The sixth premium is related to the 2017 LRB. The original amount of the premium is $10,008,509 and will be amortized over the life of the bonds. The seventh premium is related to the Lease Revenue Bonds Series 2017B. The original amount of the premium is $135,516 and will be amortized over the life of the bonds� Financed Purchases ($8.8 million) In July 2013, the City Council authorized a 16-year lease purchase agreement with Banc of America Public Capital Corporation to fund various solar energy projects for City facilities. The original amount of the loan was $2,121,500 and will be repaid through future energy savings. In August 2016, the City entered into a 10-year capital lease agreement with JP Morgan Chase Bank for the acquisition of one Pierce Aerial Ladder Truck. The original amount of the lease is $1,229,470. In June 2017, the City entered into a 10-year Capital Lease Agreement with Motorola Solutions, Inc. for the acquisition of a PSA System. The original amount of the lease is $1,351,409. In September 2018, the City entered into a 10-year Capital Lease Agreement with JP Morgan Chase Bank N.A. for one Pierce Arrow XT Triple Combination Pumper/Fire Engine. The original amount of the loan was $720,786. In July 2020, the City entered into a 5-year Capital Lease Agreement with Banc of America Public Capital Corporation for one Pierce Aerial Ladder Truck and one Pierce Arrow XT Triple Combination Pumper/Fire Engine. The original amount of the loan was $2,273,805. In July 2020, the City entered into a 5-year Capital Lease Agreement with Banc of America Public Capital Corporation for additional equipment related to the $2,273,805 lease agreement above. The original amount of the loan was $4,493,100. In November 2022, the City entered into a 10-year Capital Lease Agreement with JP Morgan Chase Bank for two Pierce Arrow XT Pierce’s Ultimate Configuration (PUC) Pumper and one Pierce Arrow XT 107’ Tractor Drawn Aerial (TDA). Notes/Loans Payable ($0.5 million) In September 2007, the City Council authorized the City’s participation in the California Energy Commission and San Diego Gas and Electric On-Bill Financing program. The loans were to bridge the financial gap between energy conservation project capital costs and available rebates for energy conservation equipment. The original loan amount, which is paid in full, was $665,884 for the On-Bill Financing program. In fiscal year 2012 additional loans, totaling $3.7 million were entered into with the California Energy Commission. In December 2012, the City entered into a lease purchase agreement with Bank of America to purchase certain energy conservation equipment. The agreement would bridge the financial gap between the Municipal Streetlight Retrofit Project capital costs and the available rebates for energy conservation equipment. The original loan amount was $2.7 million. CDBG Section 108 Loan ($3.3 million) 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 108 Loan Program in the amount of $9,500,000 in June 2008. The Section 108 Loan is an “advance” of future CDBG entitlement funds and as such is repaid with a portion of the City’s annual Page 929 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → DEBT ADMINISTRATION 400 entitlement. Proceeds of the loan will be used to fund multiple capital improvement projects. Debt service payments will be made with future CDBG entitlements for 20 years. On November 27, 2018, the City received notice from HUD regarding the opportunity to refinance the existing loan with a lower interest rate. 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. This refinancing resulted in cost savings to the City from lower interest rates received during the remaining life of the loan. Miscellaneous Claims Payable ($38 million) The Miscellaneous Claims Payable represents the probable amount of loss as estimated by legal counsel and risk management staff due to worker’s compensation and general liability claims filed against the City. Compensated Absences ($10.9 million) The obligation for Compensated Absences represents the estimated dollar value of accumulated leave balances, primarily vacation leave, for employees that would have to be paid off if all permanent employees were terminated as of June 30, 2023. Advances From Other Funds ($39 million) Per Resolution 2015-035 of the City Council, interfund loans from the Transportation Development Impact Fee to the Fire Suppression System expansion component of the Public Development Impact Fee were consolidated into one loan totaling $10,500,000. The principal balance for the loan was $8,312,185 as of June 30, 2023. 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. City Council authorized a loan to Western PAD from Eastern PAD in the amount of $9,630,000 to acquire the 14.41 acre site located in the lower Sweetwater Valley owned by the Redevelopment Agency and $310,000 to acquire the 1.89 acre site located at Auto Park Place, Chula Vista. Per Resolution 2015-035 of the City Council, these loans were consolidated. The loan will be repaid as funds become available, either as a result of credit acquisitions by the Agency or the payment of PAD fees by developers in western Chula Vista; in conjunction with Council Policy No. 200-06, approved via Resolution 2015-028, the financing costs shall be calculated using the City’s pooled investment earning rate on a quarterly basis. The principal balance was $9,452,299 as of June 30, 2023. The Agency will ensure that PAD funds are repaid to fully fund the development of the park for which they were originally collected. The City Council authorized and set terms for loans from the Trunk Sewer fund to Salt Creek for $16,848,381, to the Storm Drain fund for $744,612, and $803,331 from the Sewer Facility fund for capital improvement projects, 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 principal balance was $18,881,379 on June 30, 2023, of which all $18,881,379 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� On June 23, 2020, the City Council authorized a loan from the Measure A Fund to the Enterprise Transport Program Fund to cover start-up costs related to the new Ambulance Transport Services Program in the amount of $4,881,710, via Resolution 2020-152. The total loan utilized was only $3,209,31. The loan will be repaid from the final reimbursement under the City’s expiring ambulance services contract plus revenues generated from the initial years of the Fire Department’s Ambulance Services Operations, but no later than after 5 years of ambulance service operations. The principal balance was $2,318,434 as of June 30, 2023. General Fund Long-Term Debt for Fiscal Year 2025 The General Fund’s annual debt service “commitment” for the Certificates of Participation and the Lease Revenue Bonds and Pension Obligation Bonds in fiscal year 2025 is approximately $33.8 million, or 13.1% of the General Fund operating budget. However, it must be noted that although this amount is truly a General Fund commitment, only $23.8 million will actually be paid from General Fund resources, with the remaining amount paid from available Page 930 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → DEBT ADMINISTRATION 401 Mi l l i o n s Fiscal Years 2025 through 2044 Notes: (1) Actual payments are funded by the General Fund, Development Impact Fee Funds, Residential Construction Tax, Gas Tax, City Jail, Advance Life Support Program, Federal Grants, Environmental Services, Chula Vista Housing Authority, Central Garage Fund, Development Services Fund and Sewer Service Fund, however all debt service obligations are backed by the General Fund. (2) The 2002 COP was refunded in FY2013 and became the 2014 Refunding COP. The 2004 COP was refunded and the 2006 was partially refunded and became the 2015 Refunding COP. The 2006 COP was refunded and became the 2016 Refunding COP. The 2010 COP was refunded and became the 2016 Lease Revenue Refunding Bonds. Annual Debt Service Obligation of the General Fund 2014 Ref COP 2015 Ref COP 2016 Ref COP 2016 LRBB 2017 LRB 2017A LRB 2017B LRB 2021 POB FY 2 0 2 5 FY 2 0 2 6 FY 2 0 2 7 FY 2 0 2 8 FY 2 0 2 9 FY 2 0 3 0 FY 2 0 3 1 FY 2 0 3 2 FY 2 0 3 3 FY 2 0 3 4 FY 2 0 3 5 FY 2 0 3 6 FY 2 0 3 7 FY 2 0 3 8 FY 2 0 3 9 FY 2 0 4 0 FY 2 0 4 1 FY 2 0 4 2 FY 2 0 4 3 FY 2 0 4 4 FY 2 0 4 5 $0.00 $5.00 $10.00 $15.00 $20.00 $25.00 $30.00 $35.00 $40.00 development impact fees and residential construction tax. The $23.8 million represents approximately 9.1% of the General Fund operating budget. The $33.8 million represents ongoing level debt service payments as depicted in the following chart. Page 931 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 932 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SERVICE IMPACTS Page 933 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 934 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → SERVICE IMPACTS 405 Service Impacts The service level impacts of an annual operating budget are the changes in the quantity and quality of the services provided by a City year over year. As economic cycles occur and City revenues rise and fall, it becomes a challenge to maintain service levels and implement a sustainable budget. In accordance with the City of Chula Vista’s budget priorities and Strategic Plan, the fiscal year 2025 Proposed Budget includes various changes in how services are funded and delivered. Departmental service impacts are highlighted in the Department Summary Reports section of this document under Significant Budget Adjustments & Service Impacts. Highlights of changes in services funding are described below. Services Funding In general, local governments provide many services to the general population at no charge, such as public safety, libraries, and roadways and park maintenance. These services are paid for with general revenues that the City receives, including taxes, charges for services, user fees and a variety of other smaller types of general revenues. Tax Changes Tax revenue is generally unrestricted and allocated to the City’s General Fund for programming expenditures. The City collects several types of tax revenue, such as property tax, sales tax, utility users’ tax, business license tax and transient occupancy tax. A discussion on the City’s major revenue sources, legislative factors and trends impacting these revenues is provided in the General Fund Revenue Summary section of this document� There are no changes in tax rates planned for Fiscal Year 2025. Fees Changes Cities also offer many services that provide a specific benefit to the requesting party, for which a fee is assessed. Development plans review, building inspections, golf greens, and public park space rentals are examples of some of the services the City provides that are paid for directly by the public—residents, non-residents, businesses, developers, etc.–based on receiving a specific benefit. The City’s Master Fee Schedule was adopted to set the fees for a variety of services the City provides directly to the public. Fees levels are generally regulated by state laws (Propositions 13, 26 and 218) and the Citywide Cost Recovery Policy 159-03. City fees may not exceed the reasonable cost of providing a service/benefit (with exceptions) and are to be periodically reviewed in order to keep pace with changes in the cost of living (Consumer Price Index) and methods or levels of service delivery. All changes to the Master Fee Schedule are approved by City Council. The full Master Fee Schedule can be accessed at the following link: www.chulavistaca.gov/departments/finance/ master-fee-schedule� A summary of the changes made to the Master Fee Schedule during the Fiscal year 2024 and during the development of the Fiscal Year 2025 Proposed Budget is outlined below. Page 935 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → SERVICE IMPACTS 406 Description Change Fund Impact Justification Development & In-Lieu Fees Varies; See Master Fee Schedule - Chapter 16: Development & In- Lieu Fees The City of Chula Vista has experienced tremendous growth in recent decades that brings demand for additional public facilities to meet the needs of residents, workers, consumers, and all those who visit our beautiful City. To ensure new growth pays its proportionate share of needed expansions and upgrades to infrastructure and facilities, the City assesses Development Impact Fees (DIFs) and in-lieu fees on building permits for new development in the City� In California, the Mitigation Fee Act (Government Code §§66000-66025) and the Quimby Act (Government Code §66477) allow the City to assess development impact fees (DIFs) and in-lieu fees. The fee rates are calculated to ensure that they are assessed proportional to the impact created by new development, and the proceeds from these fees can only be spent on expanding or upgrading infrastructure that can be used by the occupants of the new development in the DIF’s “area of benefit.” Several City administered DIF and in-lieu fees are subject to an annual automatic rate increase, as determined by a given published index. Fees are calculated by identifying a connection between the need for the new or expanded public facilities paid for by the DIF and the forecasted impact of growth in that DIF’s area of benefit. Fees are adjusted annually, effective October 1, usually using Engineering News Record’s (ENR) Historical Construction Cost Indices (CCI). DIFs may be periodically reviewed and updated by City Council to accommodate rising construction costs and changes in growth or need for facilities. Sewer Service Charge (Sewer Rates) Rate increase of 5% starting July 1, 2024, and an increase of 5.5% starting July 1, 2025� Sewer Service Revenue and Trunk Sewer Capital Funds will increase revenues through FY 2025-26 to ensure sewer expenses are covered and reserves met. Based on an independent financial rate study of the City’s sewer services, rate increases are needed to fund the cost of operating and maintaining the City’s sewer collection system, investment in the infrastructure needed to provide the service consistent with applicable federal, state, and local laws, and to ensure adequate financial reserves. Page 936 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda ACCOUNTING SYSTEMS AND BUDGETARY CONTROL Page 937 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 938 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → ACCOUNTING SYSTEMS AND BUDGETARY CONTROL 409 Budgetary Funds Proprietary FundsGovernmental Funds Enterprise Funds Internal Service Funds Debt Service Funds Capital Project Funds Special Revenue Funds General Fund Sewer Funds Development Services Fund Transport Enterprise Fiduciary Funds Successor Agency to the Chula Vista Redevelopment Agency Fleet Fund Measure A Sales Tax Fund Measure P Sales Tax Fund Housing Authority Successor Agency Housing Fund Accounting Systems and Budgetary Control The City of Chula Vista’s budget provides an overview of the fiscal and operational status of the City, highlighting policy issues, decisions, and changes in service levels. The budget is comprised of a series of funds used to account for revenues and expenditures. These funds are generally categorized as governmental or proprietary funds. Funds Structure Governmental funds include activities associated with the operations of the City such as the provision of library, recreation, and public safety services. Special revenue funds, capital project funds, debt service funds, and the City’s general fund are different types of governmental funds. Proprietary funds are used to account for activities often found in the private sector including two fund types: enterprise funds and internal service funds. Operations of the development service and sewer systems are accounted for as enterprise funds. Examples of functions accounted for by internal service funds include fleet management and worker’s compensation. Budget Book Organization The budget document is organized around the following major funds – General Fund, Development Services Fund, Redevelopment Retirement Obligation Fund and Successor Agency to the Redevelopment Agency Funds, Sewer Funds, Fleet Service Funds, Capital Projects Funds, Debt Service Funds, and Other Funds. Details about each of these funds can be found in the corresponding sections of the document� City of Chula Vista Fund Structure Page 939 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → ACCOUNTING SYSTEMS AND BUDGETARY CONTROL 410 Each fund is considered an autonomous accounting entity. Funds are used to separate the various financial activities of the City and to demonstrate compliance with specific regulations, restrictions, or limitations. This may include demonstrating that restricted revenues are spent only for allowable purposes. Basis of Accounting & Budgeting The City’s accounting records and budget are prepared and maintained using a modified accrual basis of accounting– less unrealized gains or losses resulting from the change in fair value of investments–which follows the accounting practices for governmental units as recommended by the Governmental Accounting Standards Board. Basic City operations are accounted for in the City’s General Fund, with other activities accounted for in separate funds as required by law or determined by management discretion. Generally, revenues are recorded when measurable and available, and liabilities are recorded when incurred. Internal Controls In administering the City’s accounting systems, primary consideration is given to the adequacy of internal accounting controls, which include an array of administrative procedures. These controls are designed to provide reasonable, but not absolute, assurance regarding the safeguarding of assets against loss from unauthorized use or disposition, as well as the reliability of financial records for accurate and fair presentation of financial reports. The concept of reasonable assurance recognizes that the cost of specific controls should not exceed the benefits likely to be derived from exercising the controls, and that this evaluation necessarily involves estimates and judgments by management. It is believed that the City’s internal accounting controls adequately safeguard City assets and provide reasonable assurance of proper recording of financial transactions. Budgetary Control The City Charter charges the Director of Finance with the responsibility to supervise and be responsible for the disbursement of all monies and have control over all expenditures to ensure that budget appropriations are not exceeded. The level of budgetary control, that is the level at which expenditures are not to exceed Council approved appropriations, is established at the department and expenditure category level (e.g., personnel services, supplies and services, capital). Budget Modifications Any budget modification that would result in an appropriation increase requires City Council approval. The City Manager and Finance Director are jointly authorized to transfer up to $75,000 of appropriations between expenditure categories within a departmental budget. City Council approval via resolution is required for: 1) any appropriations transfer between departments; 2) appropriations transfers in excess of $75,000; and 3) appropriations transfers from CIP projects. Encumbrances An encumbrance (commitment) accounting system is utilized as a technique to enhance budgetary control during the fiscal year. Appropriations encumbered (committed) at year-end may be carried forward with City Manager approval and are available to be used for those commitments during the subsequent fiscal year. Unspent and unencumbered appropriations lapse at year-end and become generally available for re-appropriation the following fiscal year. Page 940 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda LIST OF ACRONYMS Page 941 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 942 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → LIST OF ACRONYMS 413 List of Acronyms A AA/FS: Alternative Analyses/Feasibility Study AB: Assembly Bill ABS: Asset Backed Securities ACE: Association of Chula Vista Employees ACFR: Annual Comprehensive Financial Report ADA: Americans with Disabilities Act ADR: Alternative Dispute Resolution ALS: Advanced Life Support AMP: Asset Management Program AMS: Asset Management System ARPA: American Rescue Plan Act of 2021 ATGP: Active Transportation Grant Program ATP: Active Transportation Program ATS: Ambulance Transport System AVPG: Autonomous Vehicles Proving Grounds B BLS: Basic Life Support BFDIF: Bayfront Development Impact Fee BMS: Building Management System BRT: Bus Rapid Transit BTA: Bicycle Transportation Account C CAD: Computer Aided Dispatch CalPERS: California Public Employees Retirement System CAPPO: California Association of Public Purchasing Officers CA-TF8: California Task Force 8 CBAG: California Border Alliance Group CCDC: Community Congregational Development Grant CCPA: City County Personnel Association CCTV: Closed Circuit Television CDBG: Community Development Block Grant CDTFA: California Department of Tax and Fee Administration CFAA: California Fire Assistance Agreement Page 943 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → LIST OF ACRONYMS 414 CFD: Community Facility District CIP: Capital Improvement Plan/Project/Program CIPACE: Capital Improvement Budget & Project Management Database CMCP: Comprehensive Multimodal Corridor Plan CMP: Corrugated Metal Pipe COC: Citizens’ Oversight Committee CONF: Confidential COP: Certificate of Participation COPAO: Council of Philippine American Organizations CPF: Community Purpose Facility CPI: Consumer Price Index CPUC: California Public Utilities Commission CR: Congestion Relief CREBS: Clean Renewable Energy Bonds CVACF: Chula Vista Animal Care Facility CVAS: Chula Vista Animal Services Department CVEATC: Chula Vista Elite Athlete Training Center CVPD: Chula Vista Police Department D DAR: Direct Access Ramp DCVA: Downtown Chula Vista Association DFR: Drone as First Responder DHCP: Department of Housing and Community Development DIF: Development Impact Fee DMS: Drainage Management System DVP: Delivery Versus Payment E ECDC: Emergency Communications & Data Center EDD: California Employment Development Department EIR: Environmental Impact Report EMS: Emergency Medical Services EMT: Emergency Medical Technicians EOC: Emergency Operation Center EPMC: Employer Paid Member Contribution ERF: Effective Response Force ESL: English as a Second Language Page 944 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → LIST OF ACRONYMS 415 EUC: Eastern Urban Center F FANHS-SD: Filipino American National Historical Society of San Diego FCIP: Fire Company Inspection Program FDIC: Federal Deposit Insurance Corporation FEMA: Federal Emergency Management Agency FF: Firefighters FHWA: Federal Highway Administration FLSA: Fair Labor Standards Act FMS: Fleet Management System FO: Functionally Obsolete FOMC: Federal Open Market Committee FPPC: Fair Political Practices Commission FSA: Flexible Spending Account FTE: Full-Time Equivalent FY: Fiscal Year G GAAP: Generally Accepted Accounting Principles GASB: Governmental Accounting Standards Board GDP: Gross Domestic Product GF: General Fund GFOA: Government Finance Officers of America GGMS: General Government Management System GIS: Geographic Information System GMOC: Growth Management Oversight Committee GO: General Obligation Bonds GUC: General Use Certificates GVRO: Gun Violence Restraining Order H HBP: Highway Bridge Program HOV: High Occupancy Vehicle HR: Human Resources HRIS: Human Resources Information System HSIP: Highway Safety Improvement Program HUD: Housing and Urban Development Page 945 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → LIST OF ACRONYMS 416 HUTA: Highway Users Tax Account HVAC: Heating\Ventilation\Air Conditioning I IAF: Initial Attack Force IAFF: International Association of Firefighters IDA: Industrial Development Authority ITS: Information Technology Services L LAIF: Local Agency Investment Fund LGIP: Local Government Investment Pools LRB: Lease Revenue Bonds LRRB: Lease Revenue Refunding Bonds LRT: Light Rail Trolley LTFP: Long-Term Financial Plan M MFA: Municipal Financing Authority MGD: Million Gallons per Day MLA: Master Lease Agreement MOU: Memorandum of Understanding MSCP: Multiple Species Conservation Plan MTS: Metropolitan Transit System MVLF: Motor Vehicle License Fee N NCD: Negotiable Certificate of Deposit NEP: Neighborhood Reinvestment Program NETOPS: Network Operations Division NFIRS: National Fire Incident Reporting System NPDES: National Pollutant Discharge Elimination System NPU: Neighborhood Protection Unit NRSRO: Nationally Recognized Statistical Rating Organization O OPEB: Other Post-Employment Benefits OSMS: Open Space Management System Page 946 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → LIST OF ACRONYMS 417 P PAD: Park Acquisition and Development PCI: Pavement Condition Index PFA: Public Financing Authority PFDIF: Public Facilities Development Impact Fees PID: Project Initiation Document PMS: Parks Management System POA: Police Officers Association POB: Pension Obligation Bond PPO: Preferred Provider Organization PRF: Pension Reserve Fund PSA: Public Service Announcements PSU: Professional Standards Unit R RAC: Rubberized Asphalt Concrete RCS: Regional Communications System RCT: Residential Construction Tax RDA: Redevelopment Agency RMRA: Road Maintenance and Rehabilitation Account RMS: Roadway Management System RORF: Redevelopment Obligation Retirement Fund ROI: Return on Investment RWQCB: Regional Water Quality Control Board S SANDAG: San Diego Association of Governments SB: Senate Bill SB2S: South Bay to Sorrento Study SBBRT: South Bay Bus Rapid Transit SDAR: San Diego Association of Realtors SDFD: San Diego Fire Department SDG&E: San Diego Gas & Electric SEC: Securities Exchange Commission SEFA: Single Audit of Federal Expenditures SGIP: Smart Growth Initiative Program SHA: State Highway Account SR2S: Safe Routes to School Page 947 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → LIST OF ACRONYMS 418 SRO: School Resource Officer T TAB: Tax Allocation Bond TAP: Transportation Alternatives Program TARB: Tax Allocation Refunding Bond TDA: Transportation Development Act TDIF: Transportation Development Impact Fee TOT: Transient Occupancy Tax TRANSNET: Transportation Sales Tax TUT: Telephone Users’ Tax U UUT: Utility Users’ Tax V VLF: Vehicle License Fee W WAMP: Wastewater Asset Management Plan WCE: Western Council of Engineers WLAN: Wireless Local Area Networks WMS: Wastewater Management System WWMP: Wastewater Master Plan WTDIF: Western Transportation Development Impact Fee Page 948 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda GLOSSARY Page 949 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 950 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GLOSSARY 421 Glossary A Accrual Basis of Accounting – A method of accounting by which transactions are recognized when they occur, regardless of the timing of cash receipts and disbursements� Accounting System – The collective set of records and procedures used to record, classify, and report information on the financial status and operations of the City. Accounts Payable – Amounts owed by the City to external entities for goods and services received. Accounts Receivable – Amounts due to the City from external entities for goods and services furnished. Adopted Budget – The title of the budget following its formal adoption by resolution of the City Council. Ad Valorem – In proportion to value, a basis for levy of taxes on property. Amended Budget – The title of the budget version that includes all amendments to the Adopted Budget approved by Council throughout the fiscal year. Amortization – Accounting technique used to spread out the costs for the use of a long-term asset over the expected period the long-term asset will provide value. Amortization schedules are used to present a repayment schedule on a specific maturity (due) date. Appropriation – A legislative act by the City Council authorizing the expenditure of a designated amount of public funds for a specific purpose. Audit – An examination of City records and accounts by an external source to check their validity and accuracy. B Balanced Budget – The amount of budgeted expenditures is equal to or less than the amount of budgeted revenues plus other available sources. For budgeting purposes, the use of contingency reserves or use of fund balance will be considered revenue in defining a balanced budget. Bond – A certificate of debt issued by a government or corporation guaranteeing payment of the original investment plus interest by a specified future date. Bond Premium – Occurs when the interest rate on the bond (“coupon rate”) is more than the market interest rate. Investors are willing to pay more for the bond than its face value, creating a premium. The excess investors pay for the bond is classified as a premium and is amortized over the life of the bond. Budget – A spending plan and policy guide comprising an itemized summary of the City’s probable expenditures and revenues for a given fiscal year. C Calendar Year (CY) – The 12-month period from January through December. Capital Expenditures – A specific undertaking involving procurement, construction or installation of facilities or related equipment which improves, preserves, enhances or modernizes the City’s provision of municipal services, has a useful life of at least five years, and costs in excess of $10,000. Capital Improvement Program – An ongoing five-year plan of single and multiple-year capital expenditures which is updated annually� Capital Improvement Project (CIP) – Any major capital investment with a value of $50,000 or more and a minimum useful life of five years at a fixed location. CIPs may include construction or major repair of City buildings and facilities such as streets, roads, storm drains, traffic signals, parks, community centers, etc. Page 951 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GLOSSARY 422 Capital Project Funds – Funds that are utilized to account for resources used for the acquisition and construction of capital facilities by the City, with the exception of those assets financed by proprietary funds. Clean Renewable Energy Bonds (CREBs) – A certificate of debt issued by a government to finance renewable energy projects� Community Development Block Grant (CDBG) Funds – Funds received from the federal government and expenditures as prescribed under the Community Development Grant Program. D Debt Service Funds – Funds used for payment of interest and principal to holders of the City’s various debt instruments. Deferred Maintenance – A backlog of needed repairs to City facilities including facility maintenance, painting and structural repairs� Depreciation – The expense incurred with the expiration of a capital asset. Direct Costs – Operational expenditures exclusive to a specific service or program. Discretionary Revenue – Revenues that are generated by general or specific taxing authority such as Property or Sales Taxes. E Encumbrance – The designation or reserving of funds to buy an item or service. Enterprise Funds – Funds established to account for specific services funded directly by fees and charges to users such as sewer services. These funds are intended to be self-supporting. Expenditure – The actual outlay of monies set aside by appropriation for identified goods and services. F Fiscal Year (FY) – The twelve-month period beginning July 1st and ending June 30th of the subsequent calendar year. Fixed Assets – An asset with a useful life greater than three years. Fringe Benefits – This consists of the costs to provide employee benefits that include the flexible benefit program, insurance, and retirement. Full-time Equivalent Positions (FTE) – The conversion of part-time, temporary, or volunteer positions to a decimal equivalent of a full-time position based on an annual amount of 2,080 hours worked. Fund – A set of interrelated accounts to record revenues and expenditures. Fund Balance – The excess of an entity’s assets over its liabilities. A negative fund balance is sometimes referred to as a fund deficit. G Generally Accepted Accounting Principles – A uniform set of minimum standards for external financial accounting and reporting� Gann Appropriation Limit – A State of California mandated appropriation limit imposed on local jurisdictions. General Fund – The City’s main operating fund that is used to pay for City services. General Plan – The fundamental policy document that guides the City’s future growth and development. General Revenue – See Discretionary Revenue. Governmental Funds – Funds that are typically used to account for tax-supported activities. These include the general fund, special revenue funds, debt service funds, and capital project funds. Page 952 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GLOSSARY 423 Grants – A contribution by a government or other organization to provide funding for a specific project. Grants can either be classified as capital projects or programmatic, depending on the grant. I Indirect Cost – Costs that are essential to the operation of the City but not exclusive to any specific service or program. Indirect costs are primarily associated with support departments such as City Clerk, City Attorney, Administration, Information Technology Services (ITS), Human Resources, and Finance. Infrastructure – Basic physical assets such as buildings, streets, sewers, and parks. Interest Expense – Interest costs paid by the City of Chula Vista on loans and bonds. Internal Service Funds – Funds that are used to finance and account for goods, special activities, and services performed by one City department for other City departments on a cost reimbursement basis� L Levy – To impose or collect a tax, special assessments, or charges for the support of City services. Liability – Debt or other legal obligations arising out of past transactions that will be liquidated, renewed, or refunded at some future date� M Major Fund – Funds whose revenues, expenditures/expenses, assets or liabilities are at least 10% of the total for their fund category (governmental or enterprise) and 5% of the aggregate of all governmental and enterprise funds in total. The general fund is always considered a major fund. Memorandum of Understanding (MOU) – A document detailing the outcomes of labor negotiations between the City and its various bargaining units. Modified Accrual Basis of Accounting – A method of accounting in which revenues are recognized in the period they become available and measurable, and expenditures are recognized in the period the associated liability is incurred. Municipal Code – A collection of ordinances approved by City Council. N Non-Capital Improvement Project Expenditures – Expenditures in this category are for large maintenance costs, studies, and various community outreach programs. By their nature, these maintenance upkeeps and programs are expended beyond a one-year period. Recording these types of expenditures in an operating type budget would skew the comparison of budgets from year to year, because of this, the City finds it more efficient to record these types of expenditures in the Non-Capital Improvement Project category. Non-Major Fund – All funds which do not meet the criteria for a major fund. Major funds are funds where revenues, expenditures/expenses, assets or liabilities are at least 10% of the total for their fund category (governmental or enterprise) and 5% of the aggregate of all governmental and enterprise funds in total. O Operating Budget – Costs associated with the ongoing municipal services. Ordinance – A formal legislative enactment by the City Council. Other Expenditures – All budgeted expenditures that do not fall into one of the following primary expenditure categories: Personnel, Supplies and Services, Utilities, Transfers Out, CIP and Non-CIP Projects, and Capital. Page 953 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Appendix → GLOSSARY 424 P Personnel Services Expenditures – Expenses related to employee compensation including salaries, wages, and benefits. Program Revenue – Revenues generated by a given activity. Proposed Budget – The title of the budget prior to its formal adoption by resolution of the City Council. Proprietary Funds – Funds used to account for a government’s business-type activities, which are supported, at least in part, by fees or charges. R Reserves – The portion of the General Fund balance set aside for contingencies. Resolution – A special order of the City Council that requires less legal formality than an Ordinance. Revenue – Funds received from various sources to finance expenditures. S Salary Savings – A budgeting tool, shown as negative expenses, which lowers the total Personnel Services budget based on the likelihood of unfilled positions during the year. The target amount varies based on vacancy trends, normal attrition, leaves of absence and under-filled positions. Sewer Funds – Funds that account for revenues and expenditures related to the City’s sewer programs, including maintenance and expansion of the City’s conveyance system and payment of Metro Sewer treatment costs. Special Revenue Funds – Funds that are used to account for proceeds derived from specific revenues sources, which are legally restricted to expenditures for special purposes. (e.g., Transportation Funds, Parking Funds, Public Safety Funds) Spending Plan – A preliminary budget approved by Council contingent upon subsequent adoption of appropriations. Supplies and Services Expenditures – Expenditures for supplies required for the daily operation of the City and for contractual and professional services. T Transfers Out Expenditures – Expenditures in this category are the authorized exchanges of cash, positions, or other resources between organizational units. U Unfunded Accrued Liability – Expenditures related to the shortfall between what the City has in assets and what it will need in assets to fully pay out the benefits that it has promised to retirees under CalPERS. Utilities Expenditures – Expenses related to the consumption of services including electricity, natural gas, water, and telephone services. Y Yield – The rate of return earned on an investment based on the price paid. Page 954 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RN Pw MEMO cH Rist Finance Department Ny DATE: May 9, 2024 TO: Honorable Mayor and Council VIA: Maria Kachadoorian, City Managerfo_ FROM: Sarah Schoen, Director of Finance/Treasurer SUBJECT: | Amendment to the City Manager’s Proposed Budget for Fiscal Year 2024-25 Staff submitted the Fiscal Year 2024-25 Proposed Budget document to the City Council on May 2, 2024. As required by the City Charter, the City Manager’s proposed budget was submitted to the City Council at least thirty-five days before the beginning of the fiscal year. This report summarizes the Amended City Manager’s proposed budget for fiscal year 2024-25 to reflect changes that were requested by the City Council at the May 7, 2024 meeting, and were not reflected in the original document submitted to the City Council. This memo serves as an addendum to the City Manager's Fiscal Year 2024-25 Proposed Budget document. Together with the document submitted to City Council on May 2, 2024 these documents represent the Amended City Manager’s Fiscal Year 2024-25 Proposed Budget. The proposed budget for fiscal year 2024-25 has been updated to reflect the following changes: Summary of General Fund Changes Description FundName Department Name Budget Category Revenues Expenditures Net Impact Increase Non-Departmental budget for Charter Review Ballot item General Fund 09-Non-Departmental Supplies and Services $ - $ 400,000 $ 400,000 Increase Salary Savings target General Fund 09-Non-Departmental Personnel - (400,000) (400,000) Updated General Fund S -__$ -_§ : General Fund: The preceding table summarizes the updates to the General Fund. As noted on the table, these changes increase total appropriations by SO and the General Fund remains balanced. The salary savings will be allocated to Non-Departmental. 276 Fourth Avenue, Chula Vista, CA 91910 | www.chulavistaca.gov | (619) 691-5051 | fax (619) 585-5685Page 955 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Amendment to the City Manager’s Proposed Budget for Fiscal Year 2024-25 Page 2 of 2 The following table summarizes the total impact of these modifications on the All Funds budget. Summary of the Amended City Manager’s Fiscal Year 2024-25 Proposed Budget Description Revenues Expenditures Net Impact General Fund as Proposed in the May 7, 2024 Budget Document $ 274,124,020 $274,124,020 $ - General Fund Adjustments - Non-Departmental (Supplies and Services) - 400,000 400,000 General Fund Adjustments - Various Departments (Personnel) . (400,000) (400,000) Updated General Fund $ 274,124,020 $274,124,020 $ - Other Funds as Proposed in the May 7, 2024 Budget Document §$ 334,401,141 $321,174,660 $(13,226,481} Adjustments to Other Funds - - - Updated Other Funds $ 334,401,141 $321,174,660 $(13,226,481) $ 595,298,680 $(13,226,481) Updated All Funds - Appropriations for FY2024-25 § 608,525,161 Next Steps This document reflects the amendments to the budget as shown in the tables above when the City Council accepted the City Manager’s Proposed Operating and Capital Improvements Budgets as their Proposed Budgets for Fiscal Year 2024-25 at the meeting on May 7*". Per the City Charter, the City Council Proposed Budget will be made available for public review at least 10 days in advance of the adoption of the budget. Council will consider the adoption of the fiscal year 2024-25 budget at the meeting on May 21, 2024. Prior to the adoption of the budget, the City Council will hold a public hearing in order to give the public an additional opportunity to participate in the budget process. In compliance with the City Charter, a notice of this meeting will be published in the local newspaper at least ten days prior to the public hearing. The City Council may propose additional budget modifications after considering testimony at the public hearing. The above changes to the fiscal year 2024-25 proposed budget are detailed in the following attachments: Attachment A: Fund Appropriations by Department Expenditure Category cc: Tiffany Allen, Assistant City Manager Courtney Chase, Deputy City Manager Matt Little, Interim Deputy City Manager/Public Works Director 276 Fourth Avenue, Chula Vista, CA 91910 | www.chulavistaca.gov | (619) 691-5051 | fax (619) 585-5685 Page 956 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY Attachment A Page 957 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 3 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 100 General Fund 01 City Council 1,592,124 105,880 534 -3,190 - -- - 1,701,728 02 Boards & Commissions -2,088 - - - - -- - 2,088 03 City Clerk 1,361,799 201,435 461 - - - -- - 1,563,695 04 City Attorney 3,392,496 367,374 1,086 -4,948 - -- - 3,765,904 05 Administration 2,936,671 265,739 675 - - - -- - 3,203,085 06 Information Technology 3,110,275 1,538,461 4,270 -87,890 - -- - 4,740,896 07 Human Resources 3,159,497 849,286 1,871 -2,500 - -- - 4,013,154 08 Finance 4,695,646 391,052 1,789 -3,573 - -- - 5,092,060 09 Non-Departmental (10,300) 9,530,309 19,074 1,757,735 - - 87,537,519 - - 98,834,337 10 Animal Care Facility 3,130,991 351,950 64,541 4,500 6,282 77,384 -- - 3,635,648 11 Economic Development 1,117,101 195,154 1,776 - - - -- - 1,314,031 12 Development Services 3,045,505 173,003 1,533 46,610 -34,610 -- - 3,301,261 13 Engineering/Capital Projects 9,779,171 353,517 1,353,083 95,000 5,000 271,204 100,440 - - 11,957,415 14 Police 54,670,434 2,405,280 828,875 100,930 25,000 1,462,589 -- - 59,493,108 15 Fire 32,792,575 2,319,351 311,536 -25,000 1,647,473 62,048 - - 37,157,983 16 Public Works 14,198,759 5,366,070 3,566,229 11,400 3,000 1,122,510 -- - 24,267,968 17 Parks and Recreation 4,463,344 828,686 407,421 170,000 26,423 29,011 -- - 5,924,885 18 Library 3,461,684 433,427 254,384 400 -4,879 -- - 4,154,774 19 Housing & Homeless Services -- - - - - -- - - 100 General Fund Total 146,897,772 25,678,062 6,819,138 2,186,575 192,806 4,649,660 87,700,007 - - 274,124,020 105 Bayfront Lease Revenue -- - 2,136,322 - - -- -2,136,322 220 2016 Measure P Sales Tax -1,025,256 -1,295,502 1,116,750 -7,514,795 7,755,146 100,000 18,807,449 221 Transportation Grants-Gas Tax 240,203 - - - - 7,107 5,092,897 9,256,285 -14,596,492 222 2018 Measure A Sales Tax 20,625,834 3,397,891 61,800 1,070,116 69,936 251,979 2,789,991 15,200,000 -43,467,547 223 Utility Tax Settlement -- - - - - -- - - 224 OR V2 Pub Benefit Contribution -- - - - - -- - - 225 CPF Benefit Funds -- - - - - -- - - 227 Transportation Sales Tax -- - - - - - 9,225,500 -9,225,500 230 Developer Deposit -- - - - - -- - - 234 Advanced Life Support Program 974,899 250,729 - - - 21,589 1,335,255 - - 2,582,472 235 Legislative Counsel Fund -- - - - - -- - - 241 Parking Meter -415,700 97,183 254,500 - - 1,227 - - 768,610 243 Town Center I Parking District -- - - - - -- - - 245 Traffic Safety -38,500 - - - - 399,140 - - 437,640 250 National Opioid Settlement -- - - - - -- - - 263 Econ Dev Developer Contribution -- - - - - -- - - 264 Donations -- - 25,995 - - -- -25,995 Attachment A Page 958 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 4 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 266 Special Revenue Endowments -- - - - - -- - - 268 American Rescue Plan Act of 2021 -- - - - - -- - - 269 Other Grants 75,000 - - - - - -- - 75,000 270 Mobile Park Fee -28,000 -37,000 - - -- -65,000 271 Local Grants 23,564 135,000 - - 100,000 - -- - 258,564 272 Federal Grants 5,671,508 1,705,424 -1,113,268 320,000 -1,154,684 - - 9,964,884 273 State Grants 1,334,918 301,186 -45,153 -3,371 68,235 - - 1,752,863 282 Environmental Services 1,013,835 1,402,262 18,558 110,351 4,600 10,766 457,189 - - 3,017,561 301 Storm Drain -348,100 - - - - 318,284 - - 666,384 311 CDBG Housing Program -- - 25,000 - - -- 75,000 100,000 313 Chula Vista Housing Authority 1,579,933 310,000 -42,500 - - 363,234 - - 2,295,667 316 Public Educational & Govt Fee -319,500 - - 168,500 - -- - 488,000 318 RDA Successor Agency Fund -11,500 -369,730 - - 2,796,211 - - 3,177,441 319 Housing Successor Agency -57,900 -2,008,500 6,000 -9,858 - - 2,082,258 340 Section 115 Trust -- - - - - -- - - 341 Public Liability Trust -384,908 -899,170 - - -- -1,284,078 342 CFD 11-M Rolling Hills McM -172,588 32,915 45,000 - - -- -250,503 343 CFD 12-M Otay Ranch Village 7 -467,992 126,431 85,393 - - -- -679,816 344 CFD 13-M Otay Ranch Village 2 -1,604,979 627,573 215,648 - - -- -2,448,200 345 CFD 12M Village 7 Otay Ranch -501,114 176,980 99,641 - - -- -777,735 346 CFD 14M-A-EUC Millenia -86,353 4,635 27,985 - - 148,886 - - 267,859 347 CFD 14M-B-EUC Millenia -64,413 151,634 426,817 -3,519 -- - 646,383 348 CFD 18M Village 3 Otay Ranch -849,646 286,591 95,335 - - -- -1,231,572 349 CFD 19M Freeway Commercial 2 -234,902 58,455 22,073 - - -- -315,430 350 Bayfront Special Tax District -6,545 -601,000 - - -- -607,545 352 Bay Blvd Landscape District -278 8,476 4,176 - - -- -12,930 353 Eastlake Maintenance Dist I -294,948 110,021 65,961 - - -- -470,930 354 Open Space District #01 -49,652 40,452 11,313 - - -- -101,417 355 Open Space District #02 -8,327 5,560 3,918 - - -- -17,805 356 Open Space District #03 -33,924 17,517 11,000 - - -- -62,441 357 Open Space District #04 -92,011 19,444 12,998 - - -- -124,453 358 Open Space District #05 -32,923 19,164 10,322 - - -- -62,409 359 Open Space District #06 -25,808 11,604 6,317 - - -- -43,729 361 Open Space District #07 -16,373 9,519 4,665 - - -- -30,557 362 Open Space District #08 -58,119 15,891 14,623 - - -- -88,633 363 Open Space District #09 -43,865 29,126 14,049 - - -- -87,040 364 Open Space District #10 -57,057 28,782 15,568 - - -- -101,407 365 Open Space District #11 -96,188 71,728 29,622 - - -- -197,538 367 Open Space District #14 -252,148 107,321 54,690 - - -- -414,159 Attachment A Page 959 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 5 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 368 Open Space District #15 -10,288 8,320 4,954 - - -- -23,562 369 Open Space District #17 -7,546 -3,289 - - -- -10,835 371 Open Space District #18 -123,766 73,624 35,442 - - -- -232,832 372 Open Space District #20 -1,252,203 396,229 236,298 - - -- -1,884,730 373 Open Space District #23 -57,844 7,364 9,611 - - -- -74,819 374 Open Space District #24 -20,972 10,226 5,993 - - -- -37,191 375 Open Space District #26 -7,258 2,668 3,859 - - -- -13,785 376 Open Space District #31 -176,749 48,894 28,092 - - -- -253,735 378 CFD 07M Eastlake Woods & Vista -609,538 139,454 184,450 - - -- -933,442 379 CFD 08M Vlg 6 McMillin & OR -1,398,710 309,686 247,644 - - -- -1,956,040 380 CFD 09M ORV II Brookfield- Shea -1,056,904 210,324 179,919 - - -- -1,447,147 381 CFD 14M-2-EUC Millenia -101,356 5,442 32,852 - - 174,779 - - 314,429 382 CFD 99-2 Otay Ranch Vlg 1 West -834,978 212,095 136,866 - - -- -1,183,939 386 Otay Ranch Preserve -710,481 -93,906 - - -- -804,387 387 CFD 98-3 Sunbow 2 -992,660 206,867 134,455 - - -- -1,333,982 388 CFD 97-1 Otay Ranch -2,929,114 532,704 456,055 - - -- -3,917,873 391 Central Garage Fund 1,580,941 4,186,389 111,059 92,450 -33,639 126,567 - - 6,131,045 394 Vehicle Replacement Fund -- - - - - -- - - 398 Workers Compensation Fund -1,478,145 -3,776,771 - - -- -5,254,916 405 City Jail -- - - - - -- - - 406 Chula Vista Muni Golf Course 1,444,467 - - 1,805,049 - - -- -3,249,516 407 Living Coast Discovery Center -4,713 167,691 - - 8,166 -- - 180,570 408 Development Services Fund 8,799,023 1,021,852 3,073 1,192,082 85,500 68,173 2,824,695 - - 13,994,398 409 CV Elite Athlete Training Ctr -160,800 -39,500 - - 54,226 - - 254,526 410 Transport Enterprise 7,251,117 6,085,393 -953,635 -320,787 3,103,877 - - 17,714,809 411 Sewer Income -- - - - - 1,809 50,000 -51,809 413 Trunk Sewer Capital Reserve -- - 150,000 - - 53,895 - - 203,895 414 Sewer Service Revenue 5,278,868 34,689,858 155 575,610 1,393,473 542,970 4,144,357 250,000 64,600 46,939,891 428 Sewer Facility Replacement -- - - - - 160,644 4,015,000 -4,175,644 430 Sewer DIFs -120,000 -695,490 - - -- -815,490 442 CDBG Section 108 Loan -- - 682,451 - - -- -682,451 451 Long Term Debt - City of CV -6,413 -15,443,990 - - -- -15,450,403 452 Equipment Lease Fund -- - 101,741 - - -- -101,741 453 Energy Conservation Loans -- - 309,186 - - -- -309,186 475 2014 COP Refunding -5,000 -3,613,082 - - -- -3,618,082 476 2015 Refunding COP -7,001 -2,922,691 - - -- -2,929,692 477 2016 Ref COP Civic Ctr/Nature -5,000 -282,552 - - -- -287,552 478 2016 LRRB PFDIF/COP -5,000 -2,145,077 - - -- -2,150,077 Attachment A Page 960 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 6 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 479 2017 CREBs LRBs -7,200 -714,553 - - -- -721,753 480 2017 Measure P LRBs -7,545 -7,507,250 - - -- -7,514,795 542 Drainage DIF -- - 10,000 - - 3,291 - - 13,291 560 Public Facilities DIF -57,000 -2,174,391 - - 5,221,492 - - 7,452,883 580 Pedestrian Bridge DIFs -- - 95,500 - - 4,779 - - 100,279 590 Transportation DIFs -- - 529,000 - - 23,443 20,000 15,000 587,443 666 2016 TARBs -5,000 -2,788,700 - - -- -2,793,700 713 Capital Improvement Projects -- - - - - 1,434 -200,000 201,434 715 Parkland Acquisition & DevFees -50,000 -35,000 - - 29,975 - - 114,975 716 Western-Park Acquisition & Dev -- - 302,000 - - 1,768 500,000 -803,768 717 Residential Construction Tax -- - - - - 667,933 - - 667,933 736 Other Transportation Program -- - - - - - 34,967,767 -34,967,767 Grand Total, All Funds 202,791,882 99,052,747 11,402,373 64,229,232 3,457,565 5,921,726 126,748,857 81,239,698 454,600 595,298,680 Attachment A Page 961 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY Page 962 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 963 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 3 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 100 General Fund 01 City Council 1,592,124 105,880 534 - 3,190 - - - - 1,701,728 02 Boards & Commissions - 2,088 - - - - - - - 2,088 03 City Clerk 1,361,799 201,435 461 - - - - - - 1,563,695 04 City Attorney 3,392,496 367,374 1,086 - 4,948 - - - - 3,765,904 05 Administration 2,936,671 265,739 675 - - - - - - 3,203,085 06 Information Technology 3,110,275 1,538,461 4,270 - 87,890 - - - - 4,740,896 07 Human Resources 3,159,497 849,286 1,871 - 2,500 - - - - 4,013,154 08 Finance 4,695,646 391,052 1,789 - 3,573 - - - - 5,092,060 09 Non-Departmental (10,300) 9,530,309 19,074 1,757,735 - - 87,537,519 - - 98,834,337 10 Animal Care Facility 3,130,991 351,950 64,541 4,500 6,282 77,384 - - - 3,635,648 11 Economic Development 1,117,101 195,154 1,776 - - - - - - 1,314,031 12 Development Services 3,045,505 173,003 1,533 46,610 - 34,610 - - - 3,301,261 13 Engineering/Capital Projects 9,779,171 353,517 1,353,083 95,000 5,000 271,204 100,440 - - 11,957,415 14 Police 54,670,434 2,405,280 828,875 100,930 25,000 1,462,589 - - - 59,493,108 15 Fire 32,792,575 2,319,351 311,536 - 25,000 1,647,473 62,048 - - 37,157,983 16 Public Works 14,198,759 5,366,070 3,566,229 11,400 3,000 1,122,510 - - - 24,267,968 17 Parks and Recreation 4,463,344 828,686 407,421 170,000 26,423 29,011 - - - 5,924,885 18 Library 3,461,684 433,427 254,384 400 - 4,879 - - - 4,154,774 19 Housing & Homeless Services - - - - - - - - - - 100 General Fund Total 146,897,772 25,678,062 6,819,138 2,186,575 192,806 4,649,660 87,700,007 - - 274,124,020 105 Bayfront Lease Revenue - - - 2,136,322 - - - - - 2,136,322 220 2016 Measure P Sales Tax - 1,025,256 - 1,295,502 1,116,750 - 7,514,795 7,755,146 100,000 18,807,449 221 Transportation Grants-Gas Tax 240,203 - - - - 7,107 5,092,897 9,256,285 - 14,596,492 222 2018 Measure A Sales Tax 20,625,834 3,397,891 61,800 1,070,116 69,936 251,979 2,789,991 15,200,000 - 43,467,547 223 Utility Tax Settlement - - - - - - - - - - 224 OR V2 Pub Benefit Contribution - - - - - - - - - - 225 CPF Benefit Funds - - - - - - - - - - 227 Transportation Sales Tax - - - - - - - 9,225,500 - 9,225,500 230 Developer Deposit - - - - - - - - - - 234 Advanced Life Support Program 974,899 250,729 - - - 21,589 1,335,255 - - 2,582,472 235 Legislative Counsel Fund - - - - - - - - - - 241 Parking Meter - 415,700 97,183 254,500 - - 1,227 - - 768,610 243 Town Center I Parking District - - - - - - - - - - 245 Traffic Safety - 38,500 - - - - 399,140 - - 437,640 250 National Opioid Settlement - - - - - - - - - - 263 Econ Dev Developer Contribution - - - - - - - - - - 264 Donations - - - 25,995 - - - - - 25,995 Page 964 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 4 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 266 Special Revenue Endowments - - - - - - - - - - 268 American Rescue Plan Act of 2021 - - - - - - - - - - 269 Other Grants 75,000 - - - - - - - - 75,000 270 Mobile Park Fee - 28,000 - 37,000 - - - - - 65,000 271 Local Grants 23,564 135,000 - - 100,000 - - - - 258,564 272 Federal Grants 5,671,508 1,705,424 - 1,113,268 320,000 - 1,154,684 - - 9,964,884 273 State Grants 1,334,918 301,186 - 45,153 - 3,371 68,235 - - 1,752,863 282 Environmental Services 1,013,835 1,402,262 18,558 110,351 4,600 10,766 457,189 - - 3,017,561 301 Storm Drain - 348,100 - - - - 318,284 - - 666,384 311 CDBG Housing Program - - - 25,000 - - - - 75,000 100,000 313 Chula Vista Housing Authority 1,579,933 310,000 - 42,500 - - 363,234 - - 2,295,667 316 Public Educational & Govt Fee - 319,500 - - 168,500 - - - - 488,000 318 RDA Successor Agency Fund - 11,500 - 369,730 - - 2,796,211 - - 3,177,441 319 Housing Successor Agency - 57,900 - 2,008,500 6,000 - 9,858 - - 2,082,258 340 Section 115 Trust - - - - - - - - - - 341 Public Liability Trust - 384,908 - 899,170 - - - - - 1,284,078 342 CFD 11-M Rolling Hills McM - 172,588 32,915 45,000 - - - - - 250,503 343 CFD 12-M Otay Ranch Village 7 - 467,992 126,431 85,393 - - - - - 679,816 344 CFD 13-M Otay Ranch Village 2 - 1,604,979 627,573 215,648 - - - - - 2,448,200 345 CFD 12M Village 7 Otay Ranch - 501,114 176,980 99,641 - - - - - 777,735 346 CFD 14M-A-EUC Millenia - 86,353 4,635 27,985 - - 148,886 - - 267,859 347 CFD 14M-B-EUC Millenia - 64,413 151,634 426,817 - 3,519 - - - 646,383 348 CFD 18M Village 3 Otay Ranch - 849,646 286,591 95,335 - - - - - 1,231,572 349 CFD 19M Freeway Commercial 2 - 234,902 58,455 22,073 - - - - - 315,430 350 Bayfront Special Tax District - 6,545 - 601,000 - - - - - 607,545 352 Bay Blvd Landscape District - 278 8,476 4,176 - - - - - 12,930 353 Eastlake Maintenance Dist I - 294,948 110,021 65,961 - - - - - 470,930 354 Open Space District #01 - 49,652 40,452 11,313 - - - - - 101,417 355 Open Space District #02 - 8,327 5,560 3,918 - - - - - 17,805 356 Open Space District #03 - 33,924 17,517 11,000 - - - - - 62,441 357 Open Space District #04 - 92,011 19,444 12,998 - - - - - 124,453 358 Open Space District #05 - 32,923 19,164 10,322 - - - - - 62,409 359 Open Space District #06 - 25,808 11,604 6,317 - - - - - 43,729 361 Open Space District #07 - 16,373 9,519 4,665 - - - - - 30,557 362 Open Space District #08 - 58,119 15,891 14,623 - - - - - 88,633 363 Open Space District #09 - 43,865 29,126 14,049 - - - - - 87,040 364 Open Space District #10 - 57,057 28,782 15,568 - - - - - 101,407 365 Open Space District #11 - 96,188 71,728 29,622 - - - - - 197,538 367 Open Space District #14 - 252,148 107,321 54,690 - - - - - 414,159 Page 965 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 5 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 368 Open Space District #15 - 10,288 8,320 4,954 - - - - - 23,562 369 Open Space District #17 - 7,546 - 3,289 - - - - - 10,835 371 Open Space District #18 - 123,766 73,624 35,442 - - - - - 232,832 372 Open Space District #20 - 1,252,203 396,229 236,298 - - - - - 1,884,730 373 Open Space District #23 - 57,844 7,364 9,611 - - - - - 74,819 374 Open Space District #24 - 20,972 10,226 5,993 - - - - - 37,191 375 Open Space District #26 - 7,258 2,668 3,859 - - - - - 13,785 376 Open Space District #31 - 176,749 48,894 28,092 - - - - - 253,735 378 CFD 07M Eastlake Woods & Vista - 609,538 139,454 184,450 - - - - - 933,442 379 CFD 08M Vlg 6 McMillin & OR - 1,398,710 309,686 247,644 - - - - - 1,956,040 380 CFD 09M ORV II Brookfield- Shea - 1,056,904 210,324 179,919 - - - - - 1,447,147 381 CFD 14M-2-EUC Millenia - 101,356 5,442 32,852 - - 174,779 - - 314,429 382 CFD 99-2 Otay Ranch Vlg 1 West - 834,978 212,095 136,866 - - - - - 1,183,939 386 Otay Ranch Preserve - 710,481 - 93,906 - - - - - 804,387 387 CFD 98-3 Sunbow 2 - 992,660 206,867 134,455 - - - - - 1,333,982 388 CFD 97-1 Otay Ranch - 2,929,114 532,704 456,055 - - - - - 3,917,873 391 Central Garage Fund 1,580,941 4,186,389 111,059 92,450 - 33,639 126,567 - - 6,131,045 394 Vehicle Replacement Fund - - - - - - - - - - 398 Workers Compensation Fund - 1,478,145 - 3,776,771 - - - - - 5,254,916 405 City Jail - - - - - - - - - - 406 Chula Vista Muni Golf Course 1,444,467 - - 1,805,049 - - - - - 3,249,516 407 Living Coast Discovery Center - 4,713 167,691 - - 8,166 - - - 180,570 408 Development Services Fund 8,799,023 1,021,852 3,073 1,192,082 85,500 68,173 2,824,695 - - 13,994,398 409 CV Elite Athlete Training Ctr - 160,800 - 39,500 - - 54,226 - - 254,526 410 Transport Enterprise 7,251,117 6,085,393 - 953,635 - 320,787 3,103,877 - - 17,714,809 411 Sewer Income - - - - - - 1,809 50,000 - 51,809 413 Trunk Sewer Capital Reserve - - - 150,000 - - 53,895 - - 203,895 414 Sewer Service Revenue 5,278,868 34,689,858 155 575,610 1,393,473 542,970 4,144,357 250,000 64,600 46,939,891 428 Sewer Facility Replacement - - - - - - 160,644 4,015,000 - 4,175,644 430 Sewer DIFs - 120,000 - 695,490 - - - - - 815,490 442 CDBG Section 108 Loan - - - 682,451 - - - - - 682,451 451 Long Term Debt - City of CV - 6,413 - 15,443,990 - - - - - 15,450,403 452 Equipment Lease Fund - - - 101,741 - - - - - 101,741 453 Energy Conservation Loans - - - 309,186 - - - - - 309,186 475 2014 COP Refunding - 5,000 - 3,613,082 - - - - - 3,618,082 476 2015 Refunding COP - 7,001 - 2,922,691 - - - - - 2,929,692 477 2016 Ref COP Civic Ctr/Nature - 5,000 - 282,552 - - - - - 287,552 478 2016 LRRB PFDIF/COP - 5,000 - 2,145,077 - - - - - 2,150,077 Page 966 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda → FUND APPROPRIATIONS BY DEPARTMENT AND EXPENDITURE CATEGORY City of Chula Vista Proposed Budget FY 2025 6 EXPENDITURES BY DEPARTMENT/CATEGORY Dept / Fund Personnel Services Supplies & Services Utilities Other Expenses Other Capital Internal Service Charges Transfers Out CIP Projects Non-CIP Projects Total FY 2025 479 2017 CREBs LRBs - 7,200 - 714,553 - - - - - 721,753 480 2017 Measure P LRBs - 7,545 - 7,507,250 - - - - - 7,514,795 542 Drainage DIF - - - 10,000 - - 3,291 - - 13,291 560 Public Facilities DIF - 57,000 - 2,174,391 - - 5,221,492 - - 7,452,883 580 Pedestrian Bridge DIFs - - - 95,500 - - 4,779 - - 100,279 590 Transportation DIFs - - - 529,000 - - 23,443 20,000 15,000 587,443 666 2016 TARBs - 5,000 - 2,788,700 - - - - - 2,793,700 713 Capital Improvement Projects - - - - - - 1,434 - 200,000 201,434 715 Parkland Acquisition & DevFees - 50,000 - 35,000 - - 29,975 - - 114,975 716 Western-Park Acquisition & Dev - - - 302,000 - - 1,768 500,000 - 803,768 717 Residential Construction Tax - - - - - - 667,933 - - 667,933 736 Other Transportation Program - - - - - - - 34,967,767 - 34,967,767 Grand Total, All Funds 202,791,882 99,052,747 11,402,373 64,229,232 3,457,565 5,921,726 126,748,857 81,239,698 454,600 595,298,680 Page 967 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda SCHEDULE OF REVENUES Page 968 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 969 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 327 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 100 General Fund Property Taxes 4001 Current Taxes Secured (37,861,038) (41,165,976) (43,314,015) (46,035,700) 4002 State Secured Unitary (950,075) (1,011,055) (1,052,243) (1,141,900) 4003 Current Taxes Unsecured (1,031,290) (1,351,134) (1,410,692) (1,649,200) 4004 Delinquent Taxes (278,294) (59,192) (208,046) (216,368) 4005 Prop Tax in Lieu (8,583) (12,960) (16,000) (16,640) 4006 Property Tax in Lieu of VLF (25,867,256) (28,010,041) (29,290,041) (31,051,760) 4007 Successor Agency Property Tax (2,147,574) (2,574,573) (2,314,103) (2,904,583) 4531 St Motor Vehicle Licenses (317,058) (283,711) (255,738) (350,000) Property Taxes Total (68,461,168) (74,468,642) (77,860,878) (83,366,151) Other Local Taxes 4011 Sales and Use Taxes (44,865,095) (46,303,192) (45,797,459) (47,983,027) 4012 Sales Tax Pub Safety Augment (1,205,296) (1,255,779) (1,277,388) (1,277,388) 4015 Sales Tax - Measure P (27,627,862) (28,527,379) (27,835,960) (29,316,100) 4016 Sales Tax - Measure A (27,619,701) (28,505,316) (27,835,715) (29,316,100) 4017 Sales Tax - RV Park (15,511) (14,946) (15,000) (15,000) 4021 Franchise Fees (13,852,030) (14,432,110) (14,807,521) (15,103,671) 4031 Utility Taxes (3,731,224) (3,643,465) (3,838,095) (3,857,285) 4041 Business License Tax (1,943,670) (1,956,537) (1,526,084) (1,181,247) 4042 Business License Tax Penalty (36,173) (60,933) (71,400) - 4043 Cardroom Fees/Business License - - - (859,007) 4051 Transient Occupancy Taxes (6,415,029) (7,203,682) (7,724,829) (8,295,064) 4052 Short-Term Rentals TOT (201,351) (898,156) (843,891) (860,769) 4053 RV Park TOT (802,544) (728,567) (781,000) (849,620) 4071 Real Property Transfer Tax (1,891,067) (1,341,179) (1,418,310) (1,475,042) 4111 Cannabis Excise Tax (2,300,656) (3,059,568) (2,777,510) (3,088,994) Other Local Taxes Total (132,507,209) (137,930,809) (136,550,162) (143,478,314) Licenses & Permits 4201 Animal Licenses (130,516) (140,736) (142,800) (142,800) 4202 Bicycle Licenses (100) - - - 4204 Cannabis Compliance Insp Fee (277,904) (319,505) (282,100) (233,316) 4211 Building Permits (158,706) (133,582) (202,459) (202,459) 4215 Utility Permits (52,890) (41,000) (51,000) (51,000) 4221 Fire Permits (611,273) (596,792) (600,780) (600,780) 4222 Security Alarm Permits (214,230) (194,187) (245,993) (245,993) 4223 Housing Permits (475,896) (485,644) (459,000) (459,000) 4224 Parking Permits (6,198) (7,518) (10,710) (10,710) 4241 Cannabis Application Fees (35,255) - - - Licenses & Permits Total (1,962,968) (1,918,964) (1,994,842) (1,946,058) Fines and Penalties 4301 Negligent Veh. Impound Proc. Fee (191,673) (347,271) (183,600) (234,190) 4302 Code Enforcement Violations (276,001) (69,473) (281,521) (281,521) 4312 False Alarm Penalty (92,032) (93,252) (204,000) (115,820) 4314 Ordinance Violation Fines (129,426) (151,986) (130,200) (130,200) Page 970 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 328 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 4331 Parking Citation (331,214) (406,890) (249,900) (335,193) 4341 Library Fines (19,679) (15,625) - - Fines and Penalties Total (1,040,025) (1,084,497) (1,049,221) (1,096,924) Use of Money & Property 4401 Investment Earnings City Pool (1,296,247) (2,131,133) (1,001,000) (1,650,000) 4402 Investment Earnings Others (20,716) (82,662) (68,000) (68,000) 4421 Sale of Other Personal Prop (123,682) (48,581) - - 4431 Coin Operated Machine Revenue (16,557) (20,745) (16,620) (16,620) 4432 Rentals Leases of Equipment (12) - - - 4433 Film Video Insurance Charge (1,028) (2,327) (1,650) (1,650) 4442 Rental Leases Picnic Shelters (444,148) (451,271) (452,625) (466,565) 4411 Sale of Real Property - (210,000) - - 4443 Rentals Leases Baseball Fields (246,570) (323,611) (207,083) (207,083) 4446 Rentals Leases Land Space (327,012) (309,786) - (309,774) 4447 Rental Telecom Site Lic. Fee (1,234,262) (1,252,114) (1,250,000) (1,285,573) 4461 Rental Leases P R Centers (744,184) (891,749) (634,047) (974,953) 4462 Rentals Leases Buildings (281,945) (370,182) (250,495) (330,012) Use of Money & Property Total (4,736,363) (6,094,161) (3,881,520) (5,310,230) Revenue from Other Agencies 4503 PD State Grant RATT (40,141) (286,042) (335,000) (335,000) 4511 State Grant (188,552) (273,809) (407,346) (407,346) 4521 State Homeowners Prop.Tax Relief (215,691) (214,918) (228,246) (228,246) 4551 Reimb. State Mandated Costs (234,857) (103,910) (163,904) - 4552 Reimb. Human Services Agen. - (18,605) - - 4602 PD Fed Grant - HIDTA (CBAG) (102,498) (113,122) (117,084) (117,084) 4603 PD Fed Grant-HIDTA Task Force (145,367) (275,446) (287,000) (287,000) 4611 Federal Grant - Other (60,889) (48,359) (56,356) (56,356) 4621 PD POST Reimb. Prog (42,997) (97,078) (35,000) (35,000) 4622 PD STC Reimb Prog - 883 - - 4625 CARES CRF Federal 31 - - - 4701 Grant - Other Agency (8,910) - - - 4711 Contributions - Other Agencies (57,045) - - - Revenue from Other Agencies Total (1,096,916) (1,430,406) (1,629,936) (1,466,032) Charges for Services 4751 Planning Fees (2,597) 3,425 (3,528) (3,528) 4752 Dev Fees - Deposit Based (1,497,608) (1,226,902) (1,553,072) (1,553,072) 4761 Sale of Maps & Publication (2,685) (6,460) (1,656) (1,656) 4763 Passport Fees (790,326) (587,650) (976,692) (803,650) 4764 Lien Release Fees (1,225) (825) (1,530) (750) 4766 Lien Release Fees - (224) - - 4771 Plan Checking Fees (160,481) (256,023) (165,075) (192,175) 4781 Engineering Fees (193,476) (167,968) (261,732) (261,732) 4782 Fire Construction Fees (525,792) (310,868) (402,000) (402,000) 4784 State Mobilehome Park Act Fee (57,345) (49,658) (11,055) (46,665) 4785 Microfilming Fees (140) (1,436) (408) (408) Page 971 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 329 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 4811 Subdivision Traffic Sign Fees (3,080) - - - 4901 National City - Impounds (11,141) (4,690) (10,050) (10,050) 4902 Imperial Beach - Impounds (20) - - - 4903 Lemon Grove - Impounds (2,965) (2,671) (4,590) (4,590) 4911 Port District Fees (1,136,756) (1,170,859) (1,381,057) (1,381,057) 4912 Bayfront Fire Station Fees - - - (463,690) 4921 Reimb fr Other Agencies-Jail - (134,114) - - 4951 Swimming Pool Fees (272,792) (315,952) (356,813) (453,624) 4952 Recreation Program Fees (769,447) (887,798) (596,386) (913,416) 4953 Other Recreation Fees (68,815) (231,616) (18,628) (32,573) 4961 Special Interest Class Fees (503,462) (658,103) (321,347) (736,474) 4971 Tow Referral Fee (191,585) (172,170) (200,924) (200,924) 5061 Special Police Department Serv (37,215) (49,943) (53,463) (53,463) 5062 Police Reimbursements (2,075,277) (2,096,536) (1,552,398) (1,836,604) 5064 Witness Fee (275) - (510) (510) 5065 City Staff Time & Cost Recover (266,400) (698,853) (1,459,688) (336,665) 5066 Live Scan Services (1,652) (5,380) (30,150) (30,150) 5201 Animal Shelter Fees (408,491) (126,545) (284,616) (284,616) 5220 Measure P Reimbursements (704,859) (425,000) (461,760) (461,760) 5222 Measure A Reimbursements (1,026,274) (934,135) (923,502) (972,941) 5231 Traffic Control Plan Fee (42,750) (112,050) (43,165) (43,165) 5241 Distressed Property Mgt Fee (70) (210) (3,060) (3,060) 5251 Special Event Fees (600) (1,200) (3,060) (3,060) 5252 Block Party Fees (250) (300) (510) (510) 5253 Professional Filming Fees - (2,525) (1,530) (1,530) Charges for Services Total (10,755,851) (10,635,239) (11,083,955) (11,490,068) Other Revenue 5301 Reimb. - DIF (8,569) (8,365) (47,235) (44,672) 5331 Reimb. - RDA Housing (161) (105) - - 5341 Reimb. - Open Space Dist (386,434) (397,253) (448,516) (448,516) 5342 Reimb. - Assessment Dist (6,195) (6,173) (6,989) (6,989) 5343 Reimb. - Comm Fac Distr (1,779,987) (1,818,348) (1,739,650) (1,739,650) 5351 Reimb. - CIP Projects (3,527,790) (3,700,950) (4,682,112) (4,682,112) 5352 Reimb. - DIF CIP (636,550) (881,996) (671,340) (671,340) 5361 Reimb. - CDBG Admin (413) (2,060) (6,532) (6,532) 5362 Reimb. - HOME Prog (1,334) - - - 5363 Reimb. - CDBG CIP (223,637) (483,430) (111,555) (111,555) 5364 Reimb. - CDBG Others (50,000) (50,000) (50,350) (50,350) 5365 Reimb. - ESG Program (284) (321) - - 5371 Reimb. - Other (2,342,249) (3,222,279) (1,262,354) (1,255,554) 5372 Reimb. - Other City Funds (317,870) (96,661) (289,692) (1,124,497) 5373 Reimb. - Parking Meter (47,669) (72,043) (60,300) (60,300) 5451 Proceeds of Long Term Debt (4,350,316) - - - 5462 Gain on Disposal of Property - (401) - - 5463 Recoveries on Damaged Property (2,436,063) (131,598) (105,525) (105,525) 5481 Entertainment Facility Contrib. (592,970) (1,067,840) (617,070) (1,000,000) 5491 P.Y. Revenue (20,088) (47,267) - - Page 972 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 330 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5492 Cash Overage (12,222) 4,718 - - 5501 Donations (62,450) (105,400) (158,676) (158,676) 5511 Rebates/Refunds (143,240) (151,260) (85,425) (85,425) 5513 Prior Year Rebates/Refunds (29,839) (290,236) - - 5521 Miscellaneous Revenues (88,294) (329,793) (150,330) (195,055) 5523 City Administration Fee (172,718) (234,768) (128,419) (128,419) 5651 Service Charge - A/R (22,847) (6,298) (60,300) - 5656 Service Chg - Returned Cks (2,740) (1,885) (5,025) (5,025) 5702 Sales - Food/Beverage (899) (11,591) (1,206) (1,206) 5703 Sales - Supplies - - (7,236) (7,236) Other Revenue Total (17,263,828) (13,113,603) (10,695,837) (11,888,634) Transfers In 5999 Transfers In (14,693,028) (14,052,291) (13,475,810) (14,081,609) Transfers In Total (14,693,028) (14,052,291) (13,475,810) (14,081,609) 100 GENERAL FUND Total (252,517,356) (260,728,612) (258,222,161) (274,124,020) 105 Bayfront Lease Revenue 5999 Transfers In (1,033,159) (1,980,515) (2,045,827) (2,136,322) 105 Bayfront Lease Revenue Total (1,033,159) (1,980,515) (2,045,827) (2,136,322) 220 2016 Measure P Sales Tax 4401 Investment Earnings City Pool (496,852) (531,941) - - 4403 Trustee Investment Earnings 21 - - - 5220 Measure P Reimbursements (1,920) - - - 5371 Reimb - Other (1,233) (468) - - 5999 Transfers In (27,402,122) (28,286,339) (27,515,846) (28,978,966) 220 2016 Measure P Sales Tax Total (27,902,106) (28,818,748) (27,515,846) (28,978,966) 221 Transportation Grants-Gas Tax 4401 Investment Earnings City Pool (262,815) (441,498) - - 4522 St Gas Tax Section 2105 (1,523,753) (1,575,575) (1,816,260) (1,705,925) 4523 St Gas Tax Section 2106 (981,281) (1,033,996) (1,166,635) (1,125,595) 4524 St Gas Tax Section 2107 (1,822,021) (2,147,247) (2,181,570) (2,331,377) 4525 St Gas Tax Section 2107 5 (10,000) (10,000) (10,000) (10,000) 4526 St Gas Tax Section 2103 (2,170,578) (2,255,829) (2,742,754) (2,440,078) 4527 St Gas Tax RMRA (5,541,000) (6,177,152) (6,842,191) (7,032,370) 5065 City Staff Time & Cost Recover (1,407) (1,602) - - 5999 Transfers In (4,000) (2,000) (2,000) (2,000) 221 Transportation Grants-Gas Tax Total (12,316,855) (13,644,899) (14,761,410) (14,647,345) 222 2018 Measure A Sales Tax 4402 Investment Earnings Others (73,831) (57,472) (40,000) (58,000) 4601 PD Fed Grant-Cops Univ Hiring (239,583) (250,000) (83,334) - 4912 Bayfront Fire Station Fees - - - (78,017) 5511 Rebates/Refunds (19) - - - 5999 Transfers In (27,628,161) (28,355,648) (27,515,604) (28,978,966) Page 973 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 331 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 222 2018 Measure A Sales Tax Total (27,941,594) (28,663,120) (27,638,938) (29,114,983) 223 Utility Tax Settlement 4401 Investment Earnings City Pool (1,600) (2,058) - - 223 Utility Tax Settlement Total (1,600) (2,058) - - 224 OR V2 Pub Benefit Contribution 4401 Investment Earnings City Pool (5,986) - - - 224 OR V2 Pub Benefit Contribution Total (5,986) - - - 225 CPF Benefit Funds 4401 Investment Earnings City Pool - (2,367) - - 5390 Other Contributions - (128,877) - - 225 CPF Benefit Funds Total - (131,244) - - 227 Transportation Sales Tax 4013 Sales Tax for Transportation (3,867,096) (2,897,706) (6,673,500) (6,673,500) 4401 Investment Earnings City Pool (12,674) (2,161) - - 4701 Grant - Other Agency (54,703) - - - 227 Transportation Sales Tax Total (3,934,473) (2,899,867) (6,673,500) (6,673,500) 234 Advanced Life Support Program 4711 Contributions - Other Agencies (77,370) - (214,000) - 5065 City Staff Time & Cost Recover - (3,668) - - 5371 Reimb - Other (147,673) (158,848) - - 5523 City Administration Fee (44,667) (21,147) - - 5999 Transfers In (2,285,208) (2,242,652) (2,295,522) (2,318,261) 234 Advanced Life Support Program Total (2,554,918) (2,426,315) (2,509,522) (2,318,261) 241 Parking Meter 4231 Parking Permits Space Rental - (42,100) (25,000) (30,000) 4331 Parking Citation (267,274) (231,033) (200,000) (249,153) 4401 Investment Earnings City Pool (23,610) (29,347) - - 4444 Parking Meters On Street (257,214) (262,888) (220,000) (267,556) 4445 Parking Meters Off Street (154,288) (153,188) (145,000) (172,712) 241 Parking Meter Total (702,386) (718,556) (590,000) (719,421) 243 Town Center I Parking District 4401 Investment Earnings City Pool (2,759) (5,028) - - 5391 Town Ctr I in Lieu Parking (75,076) (10,500) - - 243 Town Center I Parking District Total (77,835) (15,528) - - 245 Traffic Safety 4313 Vehicle Code Fines (264,647) (186,620) (437,640) (437,640) 4314 Ordinance Violation Fines - (95,834) - - 4401 Investment Earnings City Pool (2,074) (1,693) - - 5999 Transfers In (124,557) - - - 245 Traffic Safety Total (391,278) (284,147) (437,640) (437,640) Page 974 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 332 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 250 National Opioid Settlement 4401 Investment Earnings City Pool - (4,222) - - 5521 Miscellaneous Revenues - (88,160) - - 250 National Opioid Settlement Total - (92,382) - - 256 Asset Seizure 4401 Investment Earnings City Pool 7 9 - - 256 Asset Seizure Total 7 9 - - 260 Transp Fair Share Dev Contrib 4401 Investment Earnings City Pool - (546) - - 5385 Developer Contributions - (55,384) - - 260 Transp Fair Share Dev Contrib Total - (55,930) - - 262 Public Benefit Contribution 4401 Investment Earnings City Pool - (11,411) - - 262 Public Benefit Contribution Total - - (11,411) - - - - 263 Developer Contributions 4401 Investment Earnings City Pool - (50,483) - - 5385 Developer Contributions (1,000,000) (4,000,000) - - 263 Developer Contributions Total (1,000,000) (4,050,483) - - 264 Donations 4401 Investment Earnings City Pool - (15,184) - - 5501 Donations (160,934) (128,099) - (25,995) 264 Donations Total (160,934) (143,283) - (25,995) 267 Permanent Endowments 4401 Investment Earnings City Pool (198) (255) - - 267 Permanent Endowments Total (198) (255) - - 268 American Rescue Plan Act 2021 4401 Investment Earnings City Pool (546,916) (973,787) - - 4624 American Rescue Plan 2021 (3,582,761) (6,211,136) - - 268 American Rescue Plan Act 2021 Total (4,129,677) (7,184,923) - - 269 Other Grants 4401 Investment Earnings City Pool 223 (2,207) - - 4701 Grant - Other Agency (76,260) (1,972,438) - - 4710 Other Agency Grant Project Rev - (153,327) - - 4711 Contributions - Other Agencies (68,800) (81,978) (75,000) (75,000) 5065 City Staff Time & Cost Recover (143,273) (145,099) - - 5371 Reimb - Other - 500 - - 5453 Loan Repayments (281) - - - 269 Other Grants Total (288,391) (2,354,549) (75,000) (75,000) Page 975 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 333 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 270 Mobile Park Fee 5065 City Staff Time & Cost Recover (32,180) (24,076) (65,000) (65,000) 270 Mobile Park Fee Total (32,180) (24,076) (65,000) (65,000) 271 Local Grants 4401 Investment Earnings City Pool (4,526) (36,361) - - 4441 Pay Phones Revenue (6,762) (422) - - 4511 State Grant - - - (23,564) 4711 Contributions - Other Agencies (3,466) (3,626,435) (5,000) (5,000) 5524 Confiscated Funds (124,002) (405,998) (10,000) (10,000) 5701 Sales - Sundries (44,741) (4,195) - - 5999 Transfers In (1,506) - - - 271 Local Grants Total (185,003) (4,073,411) (15,000) (38,564) 272 Federal Grants 4401 Investment Earnings City Pool (115,710) 31,260 - - 4402 Investment Earnings Others (128,508) (43,453) - - 4446 Rentals Leases Land Space (72,203) (80,412) - - 4602 PD Fed Grant - HIDTA (CBAG) (1,818,689) (2,978,274) (2,667,576) (3,077,695) 4604 PD Fed Grant - OTS (351,887) (608,150) (127,500) (125,500) 4610 Federal Grant Project Revenue (34,666,613) (4,380,797) (39,255) (706,030) 4611 Federal Grant - Other (7,008,244) (10,611,985) (374,556) (3,794,583) 4612 PD DOJ (80,487) (286,901) (60,000) (295,100) 4613 PD Treasury (54,998) (4,707) - (1,509,545) 5062 Police Reimbursements (86,115) (42,622) (141,930) (155,269) 5371 Reimb - Other - (401) - - 5453 Loan Repayments (148,558) (62,445) - - 5463 Recoveries on Damaged Property - (16,500) - - 5999 Transfers In (636,026) (520,288) (79,299) (230,048) 272 Federal Grants Total (45,168,038) (19,605,675) (3,490,116) (9,893,770) 273 State Grants 4401 Investment Earnings City Pool (12,012) (14,661) - - 4402 Investment Earnings City Pool (24,300) (6,512) - - 4501 State Grant SLESF (673,855) (701,921) (650,000) (680,771) 4510 State Grant Project Revenue (125,022) (1,136,361) (23,935) (23,935) 4511 State Grant (488,345) (18,484,982) (390,163) (881,422) 5453 Loan Repayments (167,253) (55,642) - - 5521 Miscellaneous Revenue (5,564) - - - 5999 Transfers In - - - (166,735) 273 State Grants Total (1,496,351) (20,400,079) (1,064,098) (1,752,863) 282 Environmental Services 4752 Dev Fees - Deposit Based (31,903) (26,554) - - 5065 City Staff Time & Cost Recover (560) - - - 5220 Measure P Reimbursements (244) - - - 5221 Trash/Recyc. AB939 Admin Fee (1,541,134) (1,666,608) (1,416,799) (1,574,627) 5351 Reimb - CIP Projects - (378) - - Page 976 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 334 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5371 Reimb - Other (398,221) (254,792) (110,000) (110,000) 5372 Reimb - Other City Funds (2,174) (4,489) (29,726) (29,726) 5999 Transfers In (15,000) (5,000) (7,000) (7,000) 282 Environmental Services Total (1,989,236) (1,957,821) (1,563,525) (1,721,353) 301 Storm Drain 4321 Storm Drain Ord Violation Fee (200) (400) (5,000) (5,000) 4401 Investment Earnings City Pool (33,539) (50,699) - - 5011 Storm Drain Fees (625,970) (616,392) (585,000) (661,384) 5651 Service Charge - A/R 1,279 (3,950) - - 301 Storm Drain Total (658,430) (671,441) (590,000) (666,384) 311 CDBG Housing Program 4611 Federal Grant - Other - (92,019) (100,000) (100,000) 5453 Loan Repayments (33,310) - - - 311 CDBG Housing Program Total (33,310) (92,019) (100,000) (100,000) 313 Chula Vista Housing Authority 4401 Investment Earnings City Pool (94,309) (113,315) - - 4402 Investment Earnings Others 10,207 (50,424) - - 4752 Dev Fees - Deposit Based (59,956) (4,890) - - 5065 City Staff Time & Cost Recover (15,241) (32,215) (1,395,342) (1,448,286) 5242 Bond Administrative Fees (331,215) (346,412) (150,000) (323,094) 5331 Reimb - RDA Housing (25,528) (39,861) - - 5332 Reimb - CHIP (16,131) (27,180) (25,000) (25,000) 5361 Reimb - CDBG Admin (174,106) (219,633) (419,735) (419,735) 5362 Reimb - HOME Prog (85,258) (25,008) (86,630) (86,630) 5364 Reimb - CDBG Others - - (50,000) (50,000) 5365 Reimb - ESG Program (8,915) (13,778) (1,042) (1,042) 5371 Reimb - Other (81,302) (323,712) (20,000) (20,000) 5372 Reimb - Other City Funds (20,494) (34,454) (45,000) (45,000) 5453 Loan Repayments (414,545) (95,173) - - 5651 Service Charge - A/R (664) (284) - - 5999 Transfers In (15,000) (6,000) (3,000) (3,000) 313 Chula Vista Housing Authority Total (1,332,457) (1,332,339) (2,195,749) (2,421,787) 316 Public Educational & Govt Fee 4022 Public Educational & Govt. Fee (463,961) (416,801) (488,000) (488,000) 316 Public Educational & Govt Fee Total (463,961) (416,801) (488,000) (488,000) 318 RDA Successor Agency Fund 4005 Prop Tax in Lieu (305,988) (312,107) - - 4081 Property Tax Increment TCI (607,543) (537,274) (1,206,866) (568,560) 4082 Property Tax Increment Bayfront (337,531) (298,700) (1,343,080) (316,094) 4083 Prop Tax Increment Southwest (823,520) (767,979) (666,328) (812,699) 4084 Property Tax Increment TC II (266,596) (239,571) (480,043) (253,522) 4085 Property Tax Increment Otay Vl (485,851) (527,980) (697,538) (558,725) 4086 Prop Tax Increment Merged Proj (713,977) (680,047) (573,295) (719,647) Page 977 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 335 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 4401 Investment Earnings City Pool (47,367) (61,626) - - 318 RDA Successor Agency Fund Total (3,588,373) (3,425,284) (4,967,150) (3,229,247) 319 Housing Successor Agency 4401 Investment Earnings City Pool (183,287) (241,580) - - 4402 Investment Earnings Others (118,639) (200,750) (200,000) (200,000) 4446 Rentals Leases Land Space (23,597) (24,664) (15,000) (15,000) 5453 Loan Repayments (138,420) (143,486) (255,000) (255,000) 319 Housing Successor Agency Total (463,943) (610,480) (470,000) (470,000) 340 Section 115 Trust 4403 Trustee Investment Earnings 1,250,640 (711,121) - - 5999 Transfers In (10,751,979) (9,007,333) (10,848,629) (8,945,731) 340 Section 115 Trust Total (9,501,339) (9,718,454) (10,848,629) (8,945,731) 341 Public Liability Trust 5371 Reimb - Other (123,096) (110,877) - - 5511 Rebates/Refunds - (148) - - 5999 Transfers In (1,240,788) (4,132,477) (2,484,078) (1,284,078) 341 Public Liability Trust Total (1,363,884) (4,243,502) (2,484,078) (1,284,078) 342 CFD 11-M Rolling Hills McM 4401 Investment Earnings City Pool (8,165) (11,206) - - 5601 District Assessments (199,004) (212,408) (226,688) (228,327) 342 CFD 11-M Rolling Hills McM Total (207,169) (223,614) (226,688) (228,327) 343 CFD 12-M Otay Ranch Village 7 4401 Investment Earnings City Pool (18,772) (23,803) - - 5601 District Assessments (567,601) (565,416) (610,828) (606,932) 343 CFD 12-M Otay Ranch Village 7 Total (586,373) (589,219) (610,828) (606,932) 344 CFD 13-M Otay Ranch Village 2 4401 Investment Earnings City Pool (37,616) (60,159) - - 5601 District Assessments (919,002) (1,327,027) (1,721,829) (2,409,842) 344 CFD 13-M Otay Ranch Village 2 Total (956,618) (1,387,186) (1,721,829) (2,409,842) 345 CFD 12M Village 7 Otay Ranch 4401 Investment Earnings City Pool (21,801) (28,708) - - 5601 District Assessments (597,128) (632,152) (676,572) (681,479) 345 CFD 12M Village 7 Otay Ranch Total (618,929) (660,860) (676,572) (681,479) 346 CFD 14M-A-EUC Millenia 4401 Investment Earnings City Pool (11,289) (16,811) - - 5601 District Assessments (295,303) (311,353) (334,507) (336,931) 346 CFD 14M-A-EUC Millenia Total (306,592) (328,164) (334,507) (336,931) 347 CFD 14M-B-EUC Millenia 4401 Investment Earnings City Pool (9,330) (14,120) - - Page 978 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 336 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5999 Transfers In (486,716) (482,722) (646,542) (647,329) 347 CFD 14M-B-EUC Millenia Total (496,046) (496,842) (646,542) (647,329) 348 CFD 18M Village 3 Otay Ranch 4401 Investment Earnings City Pool (70,847) (121,152) - - 5601 District Assessments (1,653,388) (1,759,169) (1,787,149) (1,982,382) 348 CFD 18M Village 3 Otay Ranch Total (1,724,235) (1,880,321) (1,787,149) (1,982,382) 349 CFD 19M Freeway Commercial 2 4401 Investment Earnings City Pool (11,268) (18,968) - - 5601 District Assessments (278,557) (292,825) (297,637) (316,109) 349 CFD 19M Freeway Commercial 2 Total (289,825) (311,793) (297,637) (316,109) 350 Bayfront Special Tax District 4401 Investment Earnings City Pool (5,264) (4,857) - - 5601 District Assessments (609,104) (560,186) (200,000) (500,000) 350 Bayfront Special Tax District Total (614,368) (565,043) (200,000) (500,000) 351 Town Center Landscape Dist I 4401 Investment Earnings City Pool (432) (556) - - 351 Town Center Landscape Dist I Total (432) (556) - - 352 Bay Blvd Landscape District 4401 Investment Earnings City Pool (870) (1,245) - - 5601 District Assessments (12,756) (12,769) (12,851) (13,028) 352 Bay Blvd Landscape District Total (13,626) (14,014) (12,851) (13,028) 353 Eastlake Maintenance Dist I 4401 Investment Earnings City Pool (11,954) (16,410) - - 5601 District Assessments (366,418) (367,865) (368,280) (388,695) 5999 Transfers In (31,280) (31,280) (54,226) (54,226) 353 Eastlake Maintenance Dist I Total (409,652) (415,555) (422,506) (442,921) 354 Open Space District #01 4401 Investment Earnings City Pool (1,348) (1,842) - - 5601 District Assessments (94,896) (95,083) (95,953) (101,417) 354 Open Space District #01 Total (96,244) (96,925) (95,953) (101,417) 355 Open Space District #02 4401 Investment Earnings City Pool 26 (44) - - 5601 District Assessments (17,041) (16,585) (16,847) (17,805) 355 Open Space District #02 Total (17,015) (16,629) (16,847) (17,805) 356 Open Space District #03 4401 Investment Earnings City Pool (778) (1,344) - - 5601 District Assessments (57,560) (58,868) (59,074) (62,441) 356 Open Space District #03 Total (58,338) (60,212) (59,074) (62,441) Page 979 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 337 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 357 Open Space District #04 4401 Investment Earnings City Pool (1,548) (1,910) - - 5601 District Assessments (102,159) (109,560) (102,189) (108,014) 357 Open Space District #04 Total (103,707) (111,470) (102,189) (108,014) 358 Open Space District #05 4401 Investment Earnings City Pool (1,501) (2,130) - - 5601 District Assessments (57,316) (57,114) (58,447) (61,781) 358 Open Space District #05 Total (58,817) (59,244) (58,447) (61,781) 359 Open Space District #06 4401 Investment Earnings City Pool (1,423) (1,917) - - 5601 District Assessments (38,984) (37,886) (38,381) (40,570) 359 Open Space District #06 Total (40,407) (39,803) (38,381) (40,570) 361 Open Space District #07 4401 Investment Earnings City Pool (321) (295) - - 5601 District Assessments (15,972) (15,778) (16,548) (17,492) 361 Open Space District #07 Total (16,293) (16,073) (16,548) (17,492) 362 Open Space District #08 4401 Investment Earnings City Pool (1,483) (2,220) - - 5601 District Assessments (81,973) (83,054) (83,172) (87,914) 362 Open Space District #08 Total (83,456) (85,274) (83,172) (87,914) 363 Open Space District #09 4401 Investment Earnings City Pool (842) (1,538) - - 5601 District Assessments (80,797) (81,973) (82,498) (87,194) 363 Open Space District #09 Total (81,639) (83,511) (82,498) (87,194) 364 Open Space District #10 4401 Investment Earnings City Pool (2,297) (3,415) - - 5601 District Assessments (93,381) (94,809) (94,963) (100,370) 364 Open Space District #10 Total (95,678) (98,224) (94,963) (100,370) 365 Open Space District #11 4401 Investment Earnings City Pool (4,071) (5,705) - - 5601 District Assessments (190,206) (193,027) (193,309) (204,325) 365 Open Space District #11 Total (194,277) (198,732) (193,309) (204,325) 366 Open Space District #13 4401 Investment Earnings City Pool (9) (11) - - 366 Open Space District #13 Total (9) (11) - - 367 Open Space District #14 4401 Investment Earnings City Pool (5,620) (9,314) - - 5601 District Assessments (399,721) (404,542) (405,475) (428,590) 367 Open Space District #14 Total (405,341) (413,856) (405,475) (428,590) Page 980 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 338 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 368 Open Space District #15 4401 Investment Earnings City Pool 22 (168) - - 5601 District Assessments (25,798) (25,554) (25,723) (27,190) 368 Open Space District #15 Total (25,776) (25,722) (25,723) (27,190) 369 Open Space District #17 4401 Investment Earnings City Pool (184) (266) - - 5601 District Assessments (9,782) (9,869) (9,937) (10,504) 369 Open Space District #17 Total (9,966) (10,135) (9,937) (10,504) 371 Open Space District #18 4401 Investment Earnings City Pool (6,567) (8,843) - - 5601 District Assessments (189,828) (188,216) (188,962) (196,854) 371 Open Space District #18 Total (196,395) (197,059) (188,962) (196,854) 372 Open Space District #20 4401 Investment Earnings City Pool (35,673) (46,586) - - 5371 Reimb - Other (1,550) - - - 5511 Rebates/Refunds - (66) - - 5601 District Assessments (1,639,651) (1,669,246) (1,661,464) (1,756,303) 372 Open Space District #20 Total (1,676,874) (1,715,898) (1,661,464) (1,756,303) 373 Open Space District #23 4401 Investment Earnings City Pool (1,700) (1,636) - - 5601 District Assessments (58,360) (58,880) (59,257) (62,635) 373 Open Space District #23 Total (60,060) (60,516) (59,257) (62,635) 374 Open Space District #24 4401 Investment Earnings City Pool (293) (661) - - 5601 District Assessments (36,697) (33,889) (34,983) (36,978) 374 Open Space District #24 Total (36,990) (34,550) (34,983) (36,978) 375 Open Space District #26 4401 Investment Earnings City Pool (25) (98) - - 5601 District Assessments (12,843) (12,957) (13,042) (13,785) 375 Open Space District #26 Total (12,868) (13,055) (13,042) (13,785) 376 Open Space District #31 5601 District Assessments (199,586) (199,206) (201,097) (203,876) 376 Open Space District #31 Total (199,586) (199,206) (201,097) (203,876) 378 CFD 07M Eastlake Woods & Vista 4401 Investment Earnings City Pool (36,895) (53,156) - - 5601 District Assessments (986,701) (999,391) (995,933) (1,013,101) 378 CFD 07M Eastlake Woods & Vista Total (1,023,596) (1,052,547) (995,933) (1,013,101) Page 981 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 339 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 379 CFD 08M Vlg 6 McMillin & OR 4401 Investment Earnings City Pool (83,691) (116,041) - - 5371 Reimb - Other (2,971) - - - 5601 District Assessments (1,656,951) (1,692,350) (1,701,311) (1,770,578) 379 CFD 08M Vlg 6 McMillin & OR Total (1,743,613) (1,808,391) (1,701,311) (1,770,578) 380 CFD 09M ORV II Brookfield-Shea 4401 Investment Earnings City Pool (54,380) (76,243) - - 5601 District Assessments (1,455,351) (1,487,084) (1,491,357) (1,511,968) 380 CFD 09M ORV II Brookfield-Shea Total (1,509,731) (1,563,327) (1,491,357) (1,511,968) 381 CFD 14M-2-EUC Millenia 4401 Investment Earnings City Pool (927) (3,235) - - 5601 District Assessments (261,922) (339,989) (335,452) (388,678) 381 CFD 14M-2-EUC Millenia Total (262,849) (343,224) (335,452) (388,678) 382 CFD 99-2 Otay Ranch Vlg 1 West 4401 Investment Earnings City Pool (41,590) (57,339) - - 5371 Reimb - Other (4,895) - - - 5601 District Assessments (1,123,722) (1,117,001) (1,121,628) (1,137,129) 382 CFD 99-2 Otay Ranch Vlg 1 West Total (1,170,207) (1,174,340) (1,121,628) (1,137,129) 383 Town Ctr Business Improv Dist 4401 Investment Earnings City Pool 166 (377) - - 5601 District Assessments 11,460 5,730 - - 383 Town Ctr Business Improv Dist Total 11,626 5,353 - - 386 Otay Ranch Preserve 4401 Investment Earnings City Pool (21,750) (31,595) - - 5601 District Assessments (807,396) (840,097) (840,661) (922,011) 386 Otay Ranch Preserve Total (829,146) (871,692) (840,661) (922,011) 387 CFD 98-3 Sunbow 2 4401 Investment Earnings City Pool (22,311) (28,799) - - 5601 District Assessments (1,102,798) (1,116,643) (1,120,846) (1,184,763) 387 CFD 98-3 Sunbow 2 Total (1,125,109) (1,145,442) (1,120,846) (1,184,763) 388 CFD 97-1 Otay Ranch 4401 Investment Earnings City Pool (140,596) (188,691) - - 5371 Reimb - Other (19,143) - - - 5601 District Assessments (3,405,089) (3,423,459) (3,422,177) (3,529,786) 388 CFD 97-1 Otay Ranch Total (3,564,828) (3,612,150) (3,422,177) (3,529,786) 389 Otay Ranch Village 1,2,6,7,12 4401 Investment Earnings City Pool (2,616) (3,366) - - 389 Otay Ranch Village 1,2,6,7,12 Total (2,616) (3,366) - - Page 982 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 340 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 391 Central Garage Fund 4403 Trustee Investment Earnings (4) (12) - - 4421 Sale of Other Personal Prop (4,220) - - - 5065 City Staff Time & Cost Recover (120,141) (228,903) (85,000) (85,000) 5222 Measure A Reimbursements - (125,551) (108,334) (113,771) 5371 Reimb - Other - (2,505) - - 5463 Recoveries on Damaged Property (104,583) (7,050) (20,168) (20,168) 5471 Billings to Other Departments (4,622,447) (4,861,669) (5,516,097) (5,798,335) 5511 Rebates/Refunds (2,698) (3,318) - - 5999 Transfers In (26,000) (8,000) (9,000) (113,771) 391 Central Garage Fund Total (4,880,093) (5,237,008) (5,738,599) (6,131,045) 392 Equipment Vehicle Replacement 4401 Investment Earnings City Pool (20,554) (16,454) - - 4421 Sale of Other Personal Prop (166,938) (67,636) - - 392 Equipment Vehicle Replacement Total (187,492) (84,090) - - 394 Vehicle Replacement Fund 4401 Investment Earnings City Pool - (17) - - 5462 Gain on Disposal of Property (192,543) (48,356) - - 5999 Transfers In (231,982) (313,760) (681,314) (815,984) 394 Vehicle Replacement Fund Total (424,525) (362,133) (681,314) (815,984) 398 Workers Compensation Fund 5371 Reimb - Other (168,274) (60,602) (25,000) (25,000) 5461 Recoveries on Lien & W/C Overp - - (25,000) (25,000) 5471 Billings to Other Departments (4,679,723) (4,785,897) (5,033,136) (5,200,916) 398 Workers Compensation Fund Total (4,847,997) (4,846,499) (5,083,136) (5,250,916) 401 Bayfront Trolley Station 4401 Investment Earnings City Pool (1,399) (1,800) - - 401 Bayfront Trolley Station Total (1,399) (1,800) - - 402 Chula Vista Transit 4401 Investment Earnings City Pool 1,402 1,805 - - 402 Chula Vista Transit Total 1,402 1,805 - - 403 Transit Capital Projects 4401 Investment Earnings City Pool (2,821) (3,630) - - 403 Transit Capital Projects Total (2,821) (3,630) - - 405 City Jail 4311 Booking Fees (155) - - - 4622 PD STC Reimb Prog (6,934) - - - 4921 Reimb fr. Other Agencies-Jail (1,364,153) - - - 5999 Transfers In (25,000) (1,050,786) - - 405 City Jail Total (1,396,242) (1,050,786) - - Page 983 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 341 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 406 Chula Vista Muni Golf Course 4462 Rentals Leases Buildings - - (132,580) - 5101 Operating Revenue (3,300,593) (3,214,174) (3,300,593) (3,615,498) 5999 Transfers In (209,000) - - - 406 Chula Vista Muni Golf Course Total (3,509,593) (3,214,174) (3,433,173) (3,615,498) 407 Living Coast Discovery Center 4401 Investment Earnings City Pool 1,214 467 - - 5999 Transfers In (118,750) (173,762) (80,608) (180,570) 407 Living Coast Discovery Center Total (117,536) (173,295) (80,608) (180,570) 408 Development Services Fund 4101 State Fee SB1186 (114,335) (51,540) (50,000) (50,000) 4211 Building Permits (3,970,251) (4,081,921) (3,731,410) (4,231,410) 4212 Plumbing Permits (337,678) (441,724) (333,785) (333,785) 4213 Electrical Permits (129,182) (156,651) (100,000) (100,000) 4214 Sewer Connection Permits (29,010) (14,780) (30,000) (30,000) 4215 Utility Permits (22,320) (19,900) (27,700) (27,700) 4232 Short-Term Rental Permits (1,500) (40,500) - - 4401 Investment Earnings City Pool (36,174) (63,606) - - 4403 Trustee Investment Earnings (36) (107) - - 4421 Sale of Other Personal Prop (8,894) - - - 4751 Planning Fees (321,672) (308,505) (298,384) (298,384) 4752 Dev Fees - Deposit Based (2,407,978) (2,593,951) (3,459,345) (3,459,345) 4761 Sale of Maps & Publication (3,610) (4,755) (500) (500) 4771 Plan Checking Fees (2,506,338) (3,264,630) (2,657,033) (2,907,033) 4781 Engineering Fees (99,556) (197,184) (125,000) (125,000) 4783 Strong Motion Instrument Prog (110,316) (43,594) (95,000) (95,000) 4813 Certificate of Occupancy Fee - - (2,000) (2,000) 5065 City Staff Time & Cost Recover (83,703) (18,288) (22,860) (20,574) 5220 Measure P Reimbursements (17,355) (12,227) - - 5301 Reimb - DIF (604,793) (536,961) (450,000) (450,000) 5331 Reimb - RDA Housing (2,162) - - - 5341 Reimb - Open Space Dist (732) (43) - - 5343 Reimb - Comm Fac Distr (15,529) (9,390) (145,000) (145,000) 5351 Reimb - CIP Projects (21,130) (132,694) (87,000) (87,000) 5352 Reimb - DIF CIP (8,760) (32,979) (32,500) (32,500) 5371 Reimb - Other (111,023) (11,432) - - 5372 Reimb - Other City Funds - (3,661) (23,485) (23,485) 5521 Miscellaneous Revenue (2,453) (1,914) - - 5999 Transfers In (661,343) (871,730) (588,991) (582,991) 408 Development Services Fund Total (11,627,833) (12,914,667) (12,259,993) (13,001,707) 409 CV Elite Athlete Training Ctr 4401 Investment Earnings City Pool 8,470 8,979 - - 4421 Sale of Other Personal Prop (6,150) - - - 5371 Reimb - Other (62,647) (796,812) (51,800) (51,800) 5511 Rebates/Refunds (2,826) - - - Page 984 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 342 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5999 Transfers In (120,679) (126,526) (176,700) (176,700) 409 CV Elite Athlete Training Ctr Total (183,832) (914,359) (228,500) (228,500) 410 Transport Enterprise 4401 Investment Earnings City Pool (13,654) (58,668) - - 4931 Medical Transport Fee (19,980,980) (18,224,367) (15,629,539) (17,714,809) 5492 Cash Overage - 363 - - 5999 Transfers In (106,000) (58,000) - - 410 Transport Enterprise Total (20,100,634) (18,340,672) (15,629,539) (17,714,809) 411 Sewer Income 4401 Investment Earnings City Pool (33,760) (41,837) - - 5005 Sewer Income Assessments (3,912) (5,448) - - 411 Sewer Income Total (37,672) (47,285) - - 412 Special Sewer 4401 Investment Earnings City Pool (7) (9) - - 412 Special Sewer Total (7) (9) - - 413 Trunk Sewer Capital Reserve 4401 Investment Earnings City Pool (1,146,893) (1,499,887) - - 4402 Investment Earnings Others (301,524) (371,729) (967,000) (1,134,000) 5002 Sewerage Facility Participant (6,283,618) (3,519,065) (4,000,000) (5,000,000) 5501 Donations (6,001,176) (5,984,987) - - 5999 Transfers In (5,391) (7,806) - - 413 Trunk Sewer Capital Reserve Total (13,738,602) (11,383,474) (4,967,000) (6,134,000) 414 Sewer Service Revenue 4214 Sewer Connection Permits (18,920) (49,116) (40,000) (40,000) 4401 Investment Earnings City Pool (771,727) (1,124,156) - - 4403 Trustee Investment Earnings (22) (65) - - 4421 Sale of Other Personal Prop (18,924) (6,233) - - 4752 Dev Fees - Deposit Based (738) (2,423) (20,000) (20,000) 5001 Sewer Service Charges (37,060,784) (36,178,966) (37,000,000) (42,800,000) 5006 Montgomery Sewer Charges (3,583,522) (3,517,342) (3,500,000) (3,500,000) 5021 Industrial Waste Permit Fees (8,300) (8,300) - - 5065 City Staff Time & Cost Recover (17,975) (279) - - 5220 Measure P Reimbursements - (265) - - 5351 Reimb - CIP Projects (4,843) (1,342) (5,000) (5,000) 5363 Reimb - CDBG CIP - (133) - - 5462 Gain on Disposal of Property (47,609) (70,150) - - 5491 P.Y. Revenue (452) - - - 5492 Cash Overage 15 (694) - - 5511 Rebates/Refunds (33) - - - 5515 Metro Sewer System Refund - (3,783,381) - - 5521 Miscellaneous Revenues (61) - - - 5601 District Assessments - (6) - - 5651 Service Charge - A/R 171,424 (230,733) - (128,133) Page 985 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 343 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5652 Past Due A/R - General (3,949) (2,435) - - 5999 Transfers In (244,000) (196,000) (199,000) (198,000) 414 Sewer Service Revenue Total (41,610,420) (45,172,019) (40,764,000) (46,691,133) 428 Sewer Facility Replacement 4401 Investment Earnings City Pool (200,390) (274,928) - - 4402 Investment Earnings Others - - (51,726) (51,726) 5003 Sewer Facility Replacement Fee (2,065,163) (2,054,430) (2,250,000) (2,250,000) 5651 Service Charge - A/R 7,913 (29,189) - - 428 Sewer Facility Replacement Total (2,257,640) (2,358,547) (2,301,726) (2,301,726) 430 Sewer DIFs 4401 Investment Earnings City Pool (73,054) (114,347) - - 4402 Investment Earnings Others - - 402,000 - 5792 DIF - Swr. Basin Salt Creek (863,570) (827,705) (750,000) (800,000) 5793 DIF - Swr. Basin Poggi Cyn (22,459) (4,770) (10,000) (42,000) 430 Sewer DIFs Total (959,083) (946,822) (358,000) (842,000) 442 CDBG Section 108 Loan 5999 Transfers In (644,746) (657,213) (669,863) (682,451) 442 CDBG Section 108 Loan Total (644,746) (657,213) (669,863) (682,451) 449 SD County Regional Comm System 4401 Investment Earnings City Pool (5) (5) - - 449 SD County Regional Comm System Total (5) (5) - - 451 Long Term Debt - City of CV 4403 Trustee Investment Earnings (699) (2,015) - - 5452 Proceeds from Bond Sale (12,194,805) - - - 5999 Transfers In (14,918,334) (15,095,588) (15,270,192) (15,450,410) 451 Long Term Debt - City of CV Total (27,113,838) (15,097,603) (15,270,192) (15,450,410) 452 Equipment Lease Fund 4401 Investment Earnings City Pool (1,233) 374 - - 5371 Reimb - Other (18,431) (12,818) (7,000) (1,300) 5999 Transfers In (280,821) (283,761) (201,019) (100,441) 452 Equipment Lease Fund Total (300,485) (296,205) (208,019) (101,741) 453 Energy Conservation Loans 5999 Transfers In (484,644) (303,120) (305,966) (309,186) 453 Energy Conservation Loans Total (484,644) (303,120) (305,966) (309,186) 475 2014 COP Refunding 4401 Investment Earnings City Pool 2 (0) - - 4403 Trustee Investment Earnings (127,374) 49,000 - - 5999 Transfers In (3,607,758) (3,487,717) (3,619,582) (3,618,082) 475 2014 COP Refunding Total (3,735,130) (3,438,717) (3,619,582) (3,618,082) Page 986 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 344 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 476 2015 Refunding COP 4401 Investment Earnings City Pool (0) - - - 4403 Trustee Investment Earnings (286,510) 193,953 - - 5999 Transfers In (2,924,761) (2,772,392) (2,926,770) (2,929,692) 476 2015 Refunding COP Total (3,211,271) (2,578,439) (2,926,770) (2,929,692) 477 2016 Ref COP Civic Ctr/Nature 4401 Investment Earnings City Pool (0) - - - 4403 Trustee Investment Earnings (129,764) 88,438 - - 5999 Transfers In (288,795) (218,456) (287,552) (287,552) 477 2016 Ref COP Civic Ctr/Nature Total (418,559) (130,018) (287,552) (287,552) 478 2016 LRRB PFDIF/COP 4401 Investment Earnings City Pool (558) (10) - - 4403 Trustee Investment Earnings (84) (851) - - 5999 Transfers In (2,146,671) (2,147,470) (2,153,475) (2,150,077) 478 2016 LRRB PFDIF/COP Total (2,147,313) (2,148,331) (2,153,475) (2,150,077) 479 2017 CREBs LRBs 4403 Trustee Investment Earnings (20) (68) - - 5371 Reimb - Other (314,851) (246,113) (243,000) (241,000) 5999 Transfers In (360,278) (435,113) (443,575) (480,753) 479 2017 CREBs LRBs Total (675,149) (681,294) (686,575) (721,753) 480 2017 Measure P LRBs 4403 Trustee Investment Earnings (396) (19,238) - - 5999 Transfers In (8,138,246) (7,809,303) (7,513,397) (7,514,795) 480 2017 Measure P LRBs Total (8,138,642) (7,828,541) (7,513,397) (7,514,795) 507 Otay Valley Rd AD 90-2 Impvt 4401 Investment Earnings City Pool (1,431) (1,842) - - 507 Otay Valley Rd AD 90-2 Impvt Total (1,431) (1,842) - - 508 Assessment District 97-2 4401 Investment Earnings City Pool (112) (145) - - 508 Assessment District 97-2 Total (112) (145) - - 511 OV Rd Fee Recovery District 4401 Investment Earnings City Pool (15,751) (20,273) - - 511 OV Rd Fee Recovery District Total (15,751) (20,273) - - 512 EL Greens II AD 94-1 Improvement 518 AD2005-1 Tobias Drive 4401 Investment Earnings City Pool (39) (51) - - 518 AD2005-1 Tobias Drive Total (39) (51) - - Page 987 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 345 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 542 Drainage DIF 4401 Investment Earnings City Pool (59,336) (71,505) - - 542 Drainage DIF Total (59,336) (71,505) - - 560 Public Facilities DIF 4401 Investment Earnings City Pool (392,926) (662,702) - - 5751 DIF PF - Admin (593,870) (805,020) (564,000) (650,000) 5752 DIF PF - Civic Ctr Expansion (2,840,478) (3,938,798) (2,600,000) (3,500,000) 5753 DIF PF - Police Fac Remodel (1,880,291) (2,532,380) (1,770,000) (2,000,000) 5754 DIF PF - Corp Yard Relocation (565,315) (675,283) (364,000) (425,000) 5755 DIF PF - Libraries-East Terr (1,604,110) (2,245,104) (1,560,000) (2,000,000) 5756 DIF PF - Fire Supp Sys Exp (1,157,334) (1,560,603) (1,030,000) (1,300,000) 5771 DIF PF - Recreation Facilities (1,188,679) (1,712,204) (1,300,000) (1,500,000) 560 Public Facilities DIF Total (10,223,003) (14,132,094) (9,188,000) (11,375,000) 580 Pedestrian Bridge DIFs 4401 Investment Earnings City Pool (98,712) (120,575) - - 5811 DIF - Ped Bridge - Otay Ranch (492,426) (98,072) (85,000) (90,000) 580 Pedestrian Bridge DIFs Total (591,138) (218,647) (85,000) (90,000) 590 Transportation DIFs 4401 Investment Earnings City Pool (597,506) (908,961) - - 4402 Investment Earnings Others - - (164,000) (245,000) 4812 Traffic Signal Fee (601,571) (384,808) (250,000) (300,000) 5781 DIF - Transportation (8,829,571) (8,776,364) (6,300,000) (6,500,000) 590 Transportation DIFs Total (10,028,648) (10,070,133) (6,714,000) (7,045,000) 666 2016 TARBs 4401 Investment Earnings City Pool 0 - - - 4403 Trustee Investment Earnings (16) (826) - - 5999 Transfers In (2,794,881) (2,796,882) (2,795,101) (2,793,700) 666 2016 TARBs Total (2,794,897) (2,797,708) (2,795,101) (2,793,700) 692 Long-Term Advances DSF-RDA SA 5371 Reimb - Other - (4,788,560) - - 5999 Transfers In (52,173) - - - 692 Long-Term Advances DSF-RDA SA Total (52,173) - (4,788,560) - - - - 713 Capital Improvement Projects 4401 Investment Earnings City Pool (18,245) (7,199) - - 4403 Trustee Investment Earnings (67,790) (62,253) - - 5371 Reimb - Other (1,015,924) (49,083) - - 5999 Transfers In (91,496) (8,739,618) - (200,000) 713 Capital Improvement Projects Total (1,193,455) (8,858,153) - (200,000) 715 Parkland Acquisition & DevFees 4401 Investment Earnings City Pool (632,285) (824,270) - - 4402 Investment Earnings Others - - (185,000) (277,000) Page 988 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → SCHEDULE OF REVENUES 346 SCHEDULE OF REVENUES Fund/Account FY 2022 Actual FY 2023 Actual FY 2024 Adopted FY 2025 Proposed 5801 Park Dedication Fee (3,889,161) (457,543) (600,000) (1,000,000) 5999 Transfers In - - (50,000) - 715 Parkland Acquisition & DevFees Total (4,521,446) (1,281,813) (835,000) (1,277,000) 716 Western-Park Acquisition & Dev 4401 Investment Earnings City Pool (52,476) (70,881) - - 5801 Park Dedication Fee (444,314) (201,180) (200,000) (200,000) 716 Western-Park Acquisition & Dev Total (496,790) (272,061) (200,000) (200,000) 717 Residential Construction Tax 4061 Residential Construction Tax (432,425) (166,875) (325,505) (325,505) 4401 Investment Earnings City Pool 11,941 21,909 - - 717 Residential Construction Tax Total (420,484) (144,966) (325,505) (325,505) 725 Industrial Development Auth. 4401 Investment Earnings City Pool (1) (1) - - 725 Industrial Development Auth. Total (1) (1) - - 735 Transportation Partnership 4401 Investment Earnings City Pool (2) (2) - - 735 Transportation Partnership Total (2) (2) - - 736 Other Transportation Program 4611 Federal Grant - Other (327,187) (704,245) (12,772,000) (34,967,767) 736 Other Transportation Program Total (327,187) (704,245) (12,772,000) (34,967,767) 741 Prop 1B Highway Safety 4401 Investment Earnings City Pool (15) (20) - - 741 Prop 1B Highway Safety Total (15) (20) - - Grand Total, All Funds (605,626,623) (626,327,765) (548,300,569) (608,525,161) Page 989 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda AUTHORIZED POSITIONS BY DEPARTMENT Page 990 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 991 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 349 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Administration – General Fund Asst City Manager/Admin 1.00 0�00 0�00 1.00 City Manager 1.00 0�00 0�00 1.00 Communications Manager 0�00 1.00 0�00 1.00 Communications/Special Events Coordinator 1.00 0�00 0�00 1.00 Community Engagement Specialist 1.00 0�00 1.00 2�00 Deputy City Manager 2�00 0�00 0�00 2�00 Deputy City Manager/Public Works Director 0�00 0�00 1.00 1.00 Executive Secretary 1.00 0�00 0�00 1.00 Marketing & Communications Mgr 1.00 (1.00) 0�00 0�00 Public Information Specialist 1.00 0�00 0�00 1.00 Special Projects Manager 2�00 0�00 0�00 2�00 Administration – General Fund Total 11.00 0.00 2.00 13.00 Animal Care Facility – General Fund Animal Care Facility Manager 1.00 (1.00) 0�00 0�00 Animal Care Facility Supervisor 1.00 0�00 0�00 1.00 Animal Care Specialist 4�00 0�00 0�00 4�00 Animal Care Supervisor 1.00 0�00 0�00 1.00 Animal Control Officer 3�00 1.00 0�00 4�00 Animal Ctrl Officer Supervisor 1.00 0�00 0�00 1.00 Animal Services Specialist 2�00 1.00 0�00 3�00 Deputy Director of Animal Services 0�00 1.00 0�00 1.00 Director of Animal Services 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Office Specialist 2�00 0�00 0�00 2�00 Registered Veterinary Tech 4�50 0�00 0�00 4�50 Sr Animal Care Specialist 2�00 0�00 0�00 2�00 Sr Fiscal Office Specialist 1.00 0�00 0�00 1.00 Sr Office Specialist 1.00 0�00 0�00 1.00 Veterinarian (Permitted) 1.75 0�00 0�00 1.75 Animal Care Facility – General Fund Total 27.25 2.00 0.00 29.25 City Attorney – General Fund Asst City Attorney 1.00 0�00 0�00 1.00 City Attorney (Elected) 1.00 0�00 0�00 1.00 City Attorney Investigator 1.00 0�00 0�00 1.00 Deputy City Attorney II 2�00 0�00 0�00 2�00 Deputy City Attorney III 5�00 0�00 0�00 5�00 Executive Secretary 1.00 0�00 0�00 1.00 Law Office Manager 1.00 0�00 0�00 1.00 Legal Assistant 1.00 0�00 0�00 1.00 Paralegal 1.00 0�00 0�00 1.00 Sr Asst City Attorney 1.00 0�00 0�00 1.00 Sr Legal Assistant 1.00 0�00 0�00 1.00 Sr Risk Management Specialist 1.00 0�00 0�00 1.00 City Attorney – General Fund Total 17.00 0.00 0.00 17.00 Page 992 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 350 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget City Clerk – General Fund City Clerk 1.00 0�00 0�00 1.00 Deputy City Clerk II 3�00 1.00 0�00 4�00 Deputy Director, City Clerk Services 2�00 0�00 0�00 2�00 Fiscal Office Specialist 1.00 0�00 0�00 1.00 Records Manager 1.00 0�00 0�00 1.00 Sr Records Specialist 1.00 0�00 0�00 1.00 City Clerk – General Fund Total 9.00 1.00 0.00 10.00 City Council – General Fund Admin Secretary (Mayor, At Will) - Frozen/Unfunded 1.00 0�00 0�00 1.00 Chief of Staff 1.00 0�00 0�00 1.00 Councilperson 4�00 0�00 0�00 4�00 Executive Secretary 1.00 0�00 0�00 1.00 Mayor 1.00 0�00 0�00 1.00 Policy Aide 1.00 0�00 0�00 1.00 Sr Council Asst 5�00 0�00 0�00 5�00 City Council – General Fund Total 14.00 0.00 0.00 14.00 Development Services – General Fund Assistant Dir Development Srvcs 1.00 0�00 0�00 1.00 Associate Planner 2�00 0�00 0�00 2�00 Building Official 0�00 0�00 1.00 1.00 Code Enforcement Manager 1.00 0�00 0�00 1.00 Code Enforcement Officer II 7�00 0�00 0�00 7�00 Deputy Director of Development Services 0�00 1.00 0�00 1.00 Development Srvcs Dept Director 1.00 0�00 0�00 1.00 Development Srvcs Tech I 0�00 1.00 0�00 1.00 Development Srvcs Tech II 1.00 (1.00) 0�00 0�00 Office Specialist 1.00 0�00 0�00 1.00 Principal Management Analyst 1.00 0�00 0�00 1.00 Principal Planner 1.00 0�00 0�00 1.00 Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Code Enforcement Officer 2�00 0�00 0�00 2�00 Sr Office Specialist 1.00 0�00 0�00 1.00 Sr Planning Technician 1.00 (1.00) 0�00 0�00 Development Services – General Fund Total 21.00 0.00 1.00 22.00 Development Services Fund Assistant Planner 1.00 0�00 0�00 1.00 Assoc Engineer 5�00 1.00 0�00 6�00 Assoc Plan Check Engineer 4�00 0�00 0�00 4�00 Associate Planner 5�00 (1.00) 0�00 4�00 Building Inspection Mgr 1.00 0�00 0�00 1.00 Building Inspector II 7�00 0�00 0�00 7�00 Page 993 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 351 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Building Inspector III 2�00 0�00 0�00 2�00 Building Off/Code Enf Mgr 1.00 0�00 (1.00) 0�00 Development Automation Spec 1.00 0�00 0�00 1.00 Development Project Manager 1.00 0�00 (1.00) 0�00 Development Services Counter Mgr 1.00 0�00 0�00 1.00 Development Services Tech I 1.00 (1.00) 0�00 0�00 Development Services Tech II 5�00 1.00 0�00 6�00 Development Services Tech III 3�00 2�00 0�00 5�00 Facilities Financing Manager 1.00 0�00 0�00 1.00 Landscape Architect 4�00 0�00 0�00 4�00 Landscape Inspector 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Plan Check Supervisor 1.00 0�00 0�00 1.00 Planning Manager 1.00 0�00 0�00 1.00 Principal Civil Engineer 1.00 0�00 0�00 1.00 Principal Landscape Architect 1.00 0�00 0�00 1.00 Principal Planner 1.00 0�00 0�00 1.00 Secretary 1.00 (1.00) 0�00 0�00 Sr Building Inspector 1.00 0�00 0�00 1.00 Sr Civil Engineer 2�00 0�00 0�00 2�00 Sr Engineering Technician 1.00 (1.00) 0�00 0�00 Sr Landscape Inspector 1.00 0�00 0�00 1.00 Sr Plan Check Technician 1.00 0�00 0�00 1.00 Sr Planner 5�00 1.00 0�00 6�00 Sr Project Coordinator 1.00 (1.00) 0�00 0�00 Sr Secretary 1.00 0�00 0�00 1.00 Transportation Engineer W/Cert 1.00 0�00 0�00 1.00 Development Services Fund Total 65.00 0.00 (2.00) 63.00 Development Services – General Fund Total 21.00 0.00 1.00 22.00 Development Services – Non-General Fund Total 65.00 0.00 (2.00) 63.00 Economic Development – General Fund Administrative Technician 1.00 0�00 0�00 1.00 Chief Sustainability Officer 1.00 0�00 (1.00) 0�00 Conservation Specialist II 3�00 0�00 0�00 3�00 Economic Development Manager 1.00 0�00 0�00 1.00 Environmental Sustainability Mgr 1.00 0�00 0�00 1.00 Principal Economic Development Specialist 1.00 0�00 0�00 1.00 Sr Economic Dev Specialist 1.00 0�00 0�00 1.00 Economic Development – General Fund Total 9.00 0.00 (1.00) 8.00 Environmental Services Fund Conservation Specialist II 2�00 (2.00) 0�00 0�00 Environmental Services Mgr 1.00 0�00 (1.00) 0�00 Recycling Specialist II 5�00 2�00 (7.00) 0�00 Page 994 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 352 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Sr Recycling Specialist 1.00 0�00 (1.00) 0�00 Environmental Services Fund Total 9.00 0.00 (9.00) 0.00 Economic Development – General Fund Total 9.00 0.00 (1.00) 8.00 Economic Development – Non-General Fund Total 9.00 0.00 (9.00) 0.00 Engineering and Capital Projects – General Fund Administrative Services Manager 1.00 (1.00) 0�00 0�00 Assistant Director of Engineering 0�00 0�00 1.00 1.00 Assoc Engineer 23�00 0�00 0�00 23�00 Assoc Land Surveyor 1.00 1.00 0�00 2�00 Director of Engineering 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Principal Civil Engineer 3�00 0�00 1.00 4�00 Principal Management Analyst 0�00 1.00 0�00 1.00 Principal Traffic Engineer 1.00 0�00 0�00 1.00 Public Works Insp II 4�00 0�00 0�00 4�00 Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Civil Engineer 7�00 0�00 0�00 7�00 Sr Engineering Technician 2�00 (1.00) 0�00 1.00 Sr Fiscal Office Spec 1.00 0�00 0�00 1.00 Sr Land Surveyor 1.00 0�00 0�00 1.00 Sr Management Analyst 1.00 (1.00) 0�00 0�00 Sr Public Works Insp 1.00 0�00 0�00 1.00 Stormwater Environmental Specialist II 2�00 0�00 0�00 2�00 Stormwater Compliance Inspector II 1.00 0�00 0�00 1.00 Stormwater Program Manager 1.00 0�00 0�00 1.00 Survey Technician II 1.00 0�00 0�00 1.00 Traffic Signal & Lighting Supervisor 1.00 0�00 0�00 1.00 Traffic Signal & Lighting Technician II 4�00 0�00 0�00 4�00 Engineering and Capital Projects – General Fund Total 59.00 (1.00) 2.00 60.00 Sewer Funds Assoc Engineer 1.00 0�00 1.00 2�00 Engineering Tech II 2�00 0�00 0�00 2�00 Sr Civil Engineer 1.00 0�00 0�00 1.00 Sr Fiscal Office Specialist 1.00 0�00 0�00 1.00 Sewer Funds Total 5.00 0.00 1.00 6.00 Engineering and Capital Projects – General Fund Total 59.00 (1.00) 2.00 60.00 Engineering and Capital Projects – Non-General Fund Total 5.00 0.00 1.00 6.00 Finance – General Fund Accountant 1.00 0�00 0�00 1.00 Accounting Assistant 5�00 (1.00) 0�00 4�00 Page 995 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 353 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Accounting Technician 3�00 1.00 0�00 4�00 Accounts Payable Supervisor 1.00 0�00 0�00 1.00 Asst Dir of Finance 1.00 0�00 0�00 1.00 Budget & Analysis Manager 1.00 0�00 0�00 1.00 Business License Rep 1.00 0�00 0�00 1.00 Director of Finance 1.00 0�00 0�00 1.00 Finance Manager 1.00 0�00 0�00 1.00 Fiscal & Management Analyst 3�00 0�00 0�00 3�00 Fiscal Debt Mgmt Analyst 1.00 0�00 0�00 1.00 Fiscal Office Specialist 1.00 0�00 0�00 1.00 Fiscal Services Analyst 1.00 0�00 0�00 1.00 Payroll Specialist 2�00 0�00 0�00 2�00 Payroll Supervisor 1.00 0�00 0�00 1.00 Principal Accountant 1.00 0�00 0�00 1.00 Procurement Specialist 1.00 0�00 0�00 1.00 Purchasing Agent 1.00 0�00 0�00 1.00 Revenue Manager 1.00 0�00 0�00 1.00 Sr Accountant 2�00 0�00 0�00 2�00 Sr Management Analyst 3�00 1.00 0�00 4�00 Sr Procurement Specialist 1.00 0�00 0�00 1.00 Finance – General Fund Total 34.00 1.00 0.00 35.00 Sewer Funds Collections Supervisor 1.00 0�00 0�00 1.00 Fiscal Office Specialist 0�00 1.00 0�00 1.00 Sewer Funds Total 1.00 1.00 0.00 2.00 Finance – General Fund Total 34.00 1.00 0.00 35.00 Finance – Non-General Fund Total 1.00 1.00 0.00 2.00 Fire – General Fund Deputy Fire Chief 2�00 0�00 0�00 2�00 Fire Battalion Chief - A (112 hr) 6�00 0�00 0�00 6�00 Fire Captain - A (112 hr) 39�00 0�00 3�00 42�00 Fire Captain - C (80 hr) 3�00 0�00 0�00 3�00 Fire Chief 1.00 0�00 0�00 1.00 Fire Division Chief 1.00 0�00 0�00 1.00 Fire Engineer - A (112 hr) 39�00 0�00 3�00 42�00 Fire Engineer - C (80 hr) 1.00 0�00 0�00 1.00 Fire Insp/Invest I 1.00 0�00 0�00 1.00 Fire Insp/Invest II 6�00 0�00 0�00 6�00 Fire Inventory Specialist 1.00 0�00 0�00 1.00 Fire Prevention Specialist - Frozen/Unfunded 1.00 0�00 0�00 1.00 Firefighter - A (112 hr) 9�00 0�00 0�00 9�00 Firefighter/Paramedic - A (112 hr) 39�00 0�00 3�00 42�00 Public Safety Analyst 1.00 0�00 0�00 1.00 Page 996 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 354 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Fire Insp/Invest 2�00 0�00 0�00 2�00 Sr Management Analyst 1.00 0�00 0�00 1.00 Sr Office Specialist 1.00 0�00 0�00 1.00 Training Programs Spec 1.00 0�00 0�00 1.00 Fire – General Fund Total 156.00 0.00 9.00 165.00 Advanced Life Support Fund Deputy Fire Chief 1.00 0�00 0�00 1.00 EMS Educator 1.00 0�00 0�00 1.00 Management Analyst II 1.00 0�00 0�00 1.00 Multimedia Designer 1.00 0�00 0�00 1.00 Principal Management Analyst 1.00 0�00 0�00 1.00 Advanced Life Support Fund Total 5.00 0.00 0.00 5.00 Grant Funds Emergency Svcs Manager 1.00 0�00 0�00 1.00 Grant Funds Total 1.00 0.00 0.00 1.00 Measure A Fund Deputy Fire Chief 1.00 0�00 0�00 1.00 Fire Captain - C (80 hr) 6�00 0�00 0�00 6�00 Fire Engineer 2�00 0�00 0�00 2�00 Fire Inventory Specialist 1.00 0�00 0�00 1.00 Firefighter - A (112 hr) 30�00 0�00 3�00 33�00 Firefighter/Paramedic 3�00 6�00 0�00 9�00 Sr Application Support Specialist 1.00 0�00 0�00 1.00 Measure A Fund Total 44.00 6.00 3.00 53.00 Transport Enterprise Fund Delivery Driver 1.00 0�00 0�00 1.00 Emergency Medical Tech (Non-Safety) 21.00 5�00 0�00 26�00 Fire Battalion Chief - A (112 hr) 3�00 0�00 0�00 3�00 Paramedic (Non-Safety) 37�00 3�00 0�00 40�00 Transport Enterprise Fund Total 62.00 8.00 0.00 70.00 Fire – General Fund Total 156.00 0.00 9.00 165.00 Fire – Non-General Fund Total 112.00 14.00 3.00 129.00 Housing and Homeless Services - CV Housing Authority Fund Director of Housing and Homeless Services 1.00 0�00 0�00 1.00 Homeless Services Specialist II 0�00 0�00 1.00 1.00 Homeless Solutions Manager 1.00 0�00 0�00 1.00 Housing Manager 1.00 0�00 0�00 1.00 Management Analyst II 4�00 0�00 0�00 4�00 Principal Management Analyst 1.00 0�00 0�00 1.00 Page 997 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 355 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Sr Fiscal Office Specialist 1.00 0�00 0�00 1.00 Sr Planner 1.00 0�00 0�00 1.00 Housing and Homeless Services – Non-General Fund Total 10.00 0.00 1.00 11.00 Human Resources – General Fund Assistant Director of Human Resources 0�00 1.00 0�00 1.00 Benefits Manager 1.00 0�00 0�00 1.00 Dir of Human Resources/Risk Management 1.00 0�00 0�00 1.00 Fiscal Office Specialist 0�50 0�00 0�00 0�50 Hr Analyst 2�00 0�00 0�00 2�00 Hr Technician 4�00 0�00 0�00 4�00 Human Resources Manager 2�00 (1.00) 0�00 1.00 Principal HR Analyst 0�00 1.00 0�00 1.00 Principal Risk Management Specialist 0�00 0�00 1.00 1.00 Risk Management Specialist 0�50 0�00 0�00 0�50 Sr Fiscal Office Specialist 2�00 0�00 0�00 2�00 Sr Hr Analyst 6�00 (1.00) 0�00 5�00 Sr Hr Tech 1.00 0�00 0�00 1.00 Sr Risk Management Specialist 2�00 0�00 (1.00) 1.00 Human Resources – General Fund Total 22.00 0.00 0.00 22.00 Information Technology Srvcs – General Fund Application Support Manager 1.00 0�00 0�00 1.00 Application Support Specialist 1.00 0�00 0�00 1.00 Chief Info Security Officer 1.00 0�00 0�00 1.00 Director of Info Tech Srvcs 1.00 0�00 0�00 1.00 GIS Analyst 2�00 0�00 0�00 2�00 GIS Manager 1.00 0�00 0�00 1.00 Info Tech Support Specialist 1.00 0�00 0�00 1.00 Info Technology Technician 1.00 0�00 0�00 1.00 Information Technology Manager 1.00 0�00 0�00 1.00 Information Technology Project Manager 1.00 0�00 0�00 1.00 Sr Application Support Spec 2�00 0�00 0�00 2�00 Sr Info Tech Support Spec II 0�00 0�00 2�00 2�00 Sr Info Tech Support Spec II/Sr Police Tech Spec 4�00 0�00 (2.00) 2�00 Sr Network Engineer 1.00 0�00 0�00 1.00 Sr Programmer Analyst 1.00 0�00 0�00 1.00 Sr Webmaster 1.00 0�00 0�00 1.00 VolP/Video Conf Specialist 1.00 0�00 0�00 1.00 Information Technology Srvcs – General Fund Total 21.00 0.00 0.00 21.00 Library – General Fund City Librarian 1.00 (1.00) 0�00 0�00 Director of Community Services 0�50 (0.50) 0�00 0�00 Director of Library Services 0�00 1.00 0�00 1.00 Librarian II 6�00 0�00 0�00 6�00 Librarian III 2�00 0�00 0�00 2�00 Page 998 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 356 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Library Associate 7�50 0�00 0�00 7�50 Management Analyst II 1.00 0�00 0�00 1.00 Principal Librarian 2�00 0�00 0�00 2�00 Sr Librarian 3�00 0�00 0�00 3�00 Library – General Fund Total 23.00 (0.50) 0.00 22.50 Parks And Recreation – General Fund Administrative Secretary 1.00 0�00 0�00 1.00 Administrative Technician 1.00 0�00 (1.00) 0�00 Aquatic Supv I 1.00 0�00 0�00 1.00 Aquatic Supv II 2�00 0�00 0�00 2�00 Aquatic Supv III 1.00 0�00 0�00 1.00 Assistant Director of Parks & Recreation 0�00 1.00 0�00 1.00 Director of Community Services 0�50 (0.50) 0�00 0�00 Director of Parks & Recreation 0�00 1.00 0�00 1.00 Fiscal Office Specialist 1.00 0�00 0�00 1.00 Management Analyst II 0�00 0�00 1.00 1.00 Parks & Recreation Administrator 1.00 (1.00) 0�00 0�00 Principal Recreation Manager 2�00 0�00 0�00 2�00 Recreation Supervisor II 1.00 0�00 0�00 1.00 Recreation Supervisor III 8�00 0�00 0�00 8�00 Parks And Recreation – General Fund Total 19.50 0.50 0.00 20.00 Police – General Fund Assistant Chief of Police 1.00 0�00 0�00 1.00 Automated Fingerprint Tech 1.00 0�00 0�00 1.00 Chief of Police 1.00 0�00 0�00 1.00 Civilian Background Investigator 1.00 0�00 0�00 1.00 Community Service Officer 8�00 0�00 0�00 8�00 Crime Laboratory Manager 1.00 0�00 0�00 1.00 Detention Facility Manager 1.00 0�00 (1.00) 0�00 Detention Officer 8�00 0�00 (1.00) 7�00 Detention Supervisor 0�00 0�00 1.00 1.00 Forensics Specialist 2�00 0�00 0�00 2�00 Latent Print Examiner 2�00 0�00 0�00 2�00 Management Analyst I 1.00 0�00 0�00 1.00 Parking Enforcement Officer 1.00 0�00 0�00 1.00 Peace Officer 155.00 0�00 0�00 155.00 Police Admin Svcs Administrator 1.00 0�00 0�00 1.00 Police Agent 48�00 0�00 0�00 48�00 Police Captain 2�00 0�00 0�00 2�00 Police Dispatcher 21.00 0�00 0�00 21.00 Police Dispatcher Supervisor 5�00 0�00 0�00 5�00 Police Facility & Supply Coordinator 1.00 0�00 0�00 1.00 Police Lieutenant 10.00 0�00 0�00 10.00 Police Records Specialist 10.00 0�00 0�00 10.00 Police Records & Support Supervisor 2�00 0�00 0�00 2�00 Page 999 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 357 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Police Sergeant 25�00 0�00 0�00 25�00 Police Support Services Mgr 1.00 0�00 0�00 1.00 Police Technology Manager 1.00 0�00 0�00 1.00 Police Technology Specialist 1.00 0�00 0�00 1.00 Principal Management Analyst 1.00 0�00 0�00 1.00 Public Safety Analyst 1.00 0�00 0�00 1.00 Secretary 2�00 0�00 0�00 2�00 Sr Administrative Secretary 1.00 0�00 0�00 1.00 Sr Fiscal Office Specialist 1.00 1.00 0�00 2�00 Sr Latent Print Examiner 1.00 0�00 0�00 1.00 Sr Office Specialist 2�00 (1.00) 0�00 1.00 Sr Parking Enforcement Officer 1.00 0�00 0�00 1.00 Sr Police Records Specialist 1.00 0�00 0�00 1.00 Sr Prop & Evidence Specialist 2�00 0�00 0�00 2�00 Sr Public Safety Analyst 2�00 0�00 0�00 2�00 Sr Records Specialist 1.00 0�00 0�00 1.00 Supv Public Safety Analyst 1.00 0�00 0�00 1.00 Training Programs Spec 1.00 0�00 0�00 1.00 Police – General Fund Total 329.00 0.00 (1.00) 328.00 Grant Funds FA Cyber Security Program Manager 1.00 0�00 0�00 1.00 FA Deputy Director LECC 3�00 0�00 0�00 3�00 FA Deputy Executive Director 1.00 0�00 0�00 1.00 FA Director of SD LECC 1.00 0�00 0�00 1.00 FA Finance Manager 1.00 0�00 0�00 1.00 FA Geospatial Intel Analyst 1.00 0�00 0�00 1.00 FA Graphic Designer/Webmaster 1.00 (1.00) 0�00 0�00 FA Intelligence Analyst 3�00 0�00 0�00 3�00 FA IVDC - LECC Exec Director 1.00 0�00 0�00 1.00 FA LECC IT Manager 1.00 0�00 0�00 1.00 FA Network Administrator II 3�00 0�00 0�00 3�00 FA Network Administrator III 1.00 0�00 0�00 1.00 FA Prog Asst Supervisor 2�00 0�00 0�00 2�00 FA Pub Prvt Part Exer Prg Mgr 1.00 0�00 0�00 1.00 FA RCFL Network Engineer 2�00 0�00 0�00 2�00 FA Sr Intelligence Analyst 8�00 0�00 0�00 8�00 FA Sr Program Assistant 2�00 0�00 0�00 2�00 FA Supv Intelligence Analyst I 1.00 0�00 0�00 1.00 FA Supv Intelligence Analyst II 2�00 0�00 0�00 2�00 Peace Officer 5�00 0�00 0�00 5�00 Police Agent 0�00 1.00 0�00 1.00 Police Comm Relations Spec 1.00 0�00 0�00 1.00 Police Sergeant 1.00 0�00 0�00 1.00 Grant Funds Total 43.00 0.00 0.00 43.00 Measure A Fund Page 1000 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 358 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Civilian Background Investigator 1.00 0�00 0�00 1.00 Community Services Officer 4�00 0�00 0�00 4�00 Digital Forensics Analyst II 2�00 0�00 0�00 2�00 Forensics Specialist 1.00 0�00 0�00 1.00 Information Technology Tech 1.00 0�00 0�00 1.00 Peace Officer 24�00 0�00 0�00 24�00 Police Agent 8�00 (2.00) 0�00 6�00 Police Captain 1.00 0�00 0�00 1.00 Police Comm Systems Manager 1.00 0�00 0�00 1.00 Police Dispatcher 7�00 0�00 0�00 7�00 Police Lieutenant 1.00 0�00 0�00 1.00 Police Sergeant 7�00 2�00 0�00 9�00 Police Technology Specialist 1.00 0�00 0�00 1.00 Property & Evidence Specialist 3�00 0�00 0�00 3�00 Property & Evidence Supervisor 1.00 0�00 0�00 1.00 Public Information Specialist 1.00 0�00 0�00 1.00 Sr Police Records Specialist 3�00 0�00 0�00 3�00 Measure A Fund Total 67.00 0.00 0.00 67.00 Police – General Fund Total 329.00 0.00 (1.00) 328.00 Police – Non-General Fund Total 110.00 0.00 0.00 110.00 Public Works General Fund Administrative Secretary 1.00 0�00 0�00 1.00 Asst Dir of Public Works 1.00 0�00 0�00 1.00 Building Project Manager 2�00 0�00 0�00 2�00 Building Services Manager 1.00 0�00 0�00 1.00 Building Services Supervisor 1.00 0�00 0�00 1.00 Carpenter 1.00 0�00 0�00 1.00 Construction & Repair Supervisor 1.00 0�00 0�00 1.00 Custodial Supervisor 1.00 0�00 0�00 1.00 Custodian 7�00 0�00 0�00 7�00 Director of Public Works 1.00 0�00 (1.00) 0�00 Electrician 2�00 0�00 0�00 2�00 Equipment Operator 3�00 0�00 0�00 3�00 Facilities Manager 1.00 0�00 0�00 1.00 HVAC Technician 2�00 0�00 0�00 2�00 Lead Custodian 2�00 0�00 0�00 2�00 Locksmith 1.00 0�00 0�00 1.00 Maintenance Worker II 10.00 0�00 1.00 11.00 Management Analyst II 2�00 0�00 0�00 2�00 Open Space Inspector 5�00 0�00 0�00 5�00 Open Space Manager 1.00 0�00 0�00 1.00 Parks Maintenance Worker II 24�00 1.00 0�00 25�00 Parks Manager 1.00 0�00 0�00 1.00 Park Ranger Program Manager 1.00 0�00 0�00 1.00 Page 1001 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 359 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Park Ranger Supervisor 1.00 0�00 0�00 1.00 Parks Supervisor 4�00 0�00 0�00 4�00 Plumber 2�00 0�00 0�00 2�00 Principal Management Analyst 1.00 0�00 0�00 1.00 Public Works Manager 2�00 0�00 0�00 2�00 Public Works Specialist 1.00 0�00 1.00 2�00 Public Works Superintendent 1.00 0�00 0�00 1.00 Public Works Supervisor 4�00 0�00 1.00 5�00 Pump Maintenance Supervisor 1.00 0�00 0�00 1.00 Pump Maintenance Technician 5�00 0�00 0�00 5�00 Real Property Manager 0�00 1.00 0�00 1.00 Sr Electronics Technician 1.00 0�00 0�00 1.00 Sr Fiscal Office Specialist 3�00 0�00 1.00 4�00 Sr HVAC Technician 1.00 0�00 0�00 1.00 Sr Maintenance Worker 9�00 0�00 0�00 9�00 Sr Management Analyst 2�00 0�00 (1.00) 1.00 Sr Office Specialist 1.00 0�00 0�00 1.00 Sr Open Space Inspector 1.00 0�00 0�00 1.00 Sr Park Ranger 1.00 0�00 0�00 1.00 Sr Parks Maintenance Worker 10.00 0�00 0�00 10.00 Tree Trimmer Supervisor 1.00 0�00 0�00 1.00 Public Works General Fund Total 124.00 2.00 2.00 128.00 Environmental Services Fund Environmental Services Mgr 0�00 0�00 1.00 1.00 Recycling Specialist II 0�00 0�00 7�00 7�00 Sr Recycling Specialist 0�00 0�00 1.00 1.00 Environmental Services Fund Total 0.00 0.00 9.00 9.00 Fleet Management Fund Equipment Mechanic 6�00 1.00 1.00 8�00 Fire Apparatus Mechanic 1.00 0�00 (1.00) 0�00 Fleet Inventory Control Specialist 1.00 0�00 0�00 1.00 Fleet Manager 1.00 0�00 0�00 1.00 Fleet Supervisor 1.00 0�00 0�00 1.00 Sr Equipment Mechanic 1.00 0�00 0�00 1.00 Sr Management Analyst 1.00 0�00 0�00 1.00 Fleet Management Fund Total 12.00 1.00 0.00 13.00 Gas Tax Fund Maintenance Worker II 1.00 0�00 0�00 1.00 Sr Maintenance Worker 1.00 0�00 0�00 1.00 Gas Tax Fund Total 2.00 0.00 0.00 2.00 Sewer Funds Equipment Operator 3�00 0�00 0�00 3�00 Maintenance Worker II 19.00 0�00 0�00 19.00 Page 1002 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Proposed Budget FY 2025 Summary Tables → AUTHORIZED POSITIONS BY DEPARTMENT 360 Classification FY 2024 Adopted Budget FY 2024 Midyear Changes FY 2025 Proposed Changes FY 2025 Proposed Budget Public Works Specialist 1.00 0�00 0�00 1.00 Public Works Supervisor 4�00 0�00 0�00 4�00 Sr Maintenance Worker 15.00 0�00 0�00 15.00 Sewer Funds Total 42.00 0.00 0.00 42.00 Public Works – General Fund Total 124.00 2.00 2.00 128.00 Public Works – Non-General Fund Total 56.00 1.00 9.00 66.00 General Fund Subtotal 895.75 5.00 14.00 914.75 Non-General Fund Subtotal 368.00 16.00 3.00 387.00 Total Authorized Positions 1,263.75 21.00 17.00 1,301.75 Page 1003 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 1 of 37 COMPENSATION SUMMARY FOR EXECUTIVE MANAGEMENT, SENIOR MANAGEMENT, UNCLASSIFIED MIDDLE MANAGEMENT/PROFESSIONAL, CONFIDENTIAL MIDDLE MANAGEMENT/PROFESSIONAL, UNCLASSIFIED CONFIDENTIAL, CONFIDENTIAL CLASSIFIED, MAYOR, COUNCIL, CITY ATTORNEY AND UNCLASSIFIED HOURLY EMPLOYEES FISCAL YEARS 2024-2025, 2025-2026, 2026-2027 I. EXECUTIVE MANAGEMENT GROUP (ALL EMPLOYEES PROVIDED FOR IN THIS GROUP ARE FLSA-EXEMPT) A. SALARY & WAGES 1. FY 24/25 – salary range will either be adjusted to the market median or aligned internally; Executive Manager will receive salary adjustment within the range as determined by the City Manager 2. FY 25/26 – 5% salary adjustment effective first full pay period in July 2025 3. FY 26/27 – 5% salary adjustment effective first full pay period in July 2026 4. Equity Adjustments – Equity adjustments may be implemented for positions identified as below market. B. BENEFITS 1. Deferred Compensation Plan 457 plan - Employees in the Executive Group may participate in the City's approved deferred compensation plans. 2. Cafeteria Plan a. In calendar year 2024, Executive Managers will receive an annual amount of $19,700 to be used for the purchase of approved employee benefits through the City’s cafeteria plan or to be placed in a taxable cash option. The maximum annual taxable option shall be $8,000. b. In the event of increases in health care plan premiums, the City will split the cost of the increase 50/50 with the employees. The annual cafeteria plan benefit allotment will be increased by one-half of the average cost increase for full family non-indemnity health plan premiums. The City's share of the increased cost will be added to the beginning cafeteria plan balance of the next available cafeteria plan year. c. From the annual Cafeteria Plan allotment, each employee must elect medical coverage under one of the City sponsored plans, unless the employee has group medical insurance from another source, including coverage under their City employee spouse’s plan, in which case they may waive coverage so long as the alternative plan is deemed to be an acceptable plan by the City. When Page 1004 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 2 of 37 waiving coverage, the value of the Cafeteria Plan allotment will be available to purchase any of the other options available under the Cafeteria Plan. Waiver of coverage is irrevocable during a plan year unless the City is notified within 30 days that the employee has involuntarily lost the alternative coverage. d. The Cafeteria Plan (Flex Benefit) Amount for Employee Only, those with qualifying coverage outside of the City, and those employees covered by another City Employee is fixed at the amount provided in the calendar year 2013 ($15,162). The flex amount for Employee+1 and Employee+Family will be adjusted under the current 50/50 cost sharing formula. 3. Short/Long Term Disability Insurance The City will pay the full cost of the short/long-term disability insurance premium for Executive Managers. 4. Retiree Healthcare Employees hired on or prior to January 1, 2011, are eligible to enroll in the City’s Retiree Medical Program, which provides for subsidized retiree medical insurance rates as a blended rate. For Executive Managers hired after January 1, 2011, they and their eligible dependents may elect to temporarily continue their health insurance coverage(s) under COBRA. Executive Managers terminated for cause are not eligible to participate in the City’s Retiree Medical Program. 5. Post Employment Health Plan Employees may participate in an Insurance Premium Reimbursement Account (106 Plan) Post Employment Health Plan (PEHP), subject to the terms of the PEHP document, to be solely funded with mandatory Eligible Employee contributions as specifically determined by the employee group Those employees not wishing to participate may sell back up to 100% of vacation the last full pay period of employment prior to retirement. No City funds shall be used to maintain or fund this plan. Employees are fully responsible for meeting all funding requirements. Employees are further solely responsible for any and all tax consequences related to the 106/PEHP plan. Executive Managers terminated for cause are not eligible to participate in the City’s Post Employment Health Plan. 6. Life Insurance City pays for a Group Term Life and AD&D insurance policy with coverage in the amount of $50,000 per employee. 7. Retirement The City will provide to unrepresented members retirement benefits via contract with the California Public Employees Retirement System (CalPERS) as set forth in the California Government Code. The City will provide the following defined benefit formulas: Page 1005 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 3 of 37 Tier 1 Local Miscellaneous 3% @ 60 Local Safety 3% @ 50 Tier 2* Local Miscellaneous 2% @ 60 Local Safety 3% @ 55 Tier 3** Local Miscellaneous 2% @ 62 Local Safety 2.7% @ 57 * Effective 04/22/2011 ** Effective 01/01/2013 Tier 1: Local Miscellaneous 3% @ 60 and Local Safety 3% @ 50 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To reach that standard, Tier 1 Employees will continue to make the required employee contribution (with no EPMC) of 8% for Local Miscellaneous and 9% for Local Safety, but will also contribute the following amounts to the employer’s side (pursuant to Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Local Miscellaneous unrepresented employees in Tier 1 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing of normal costs is reached. Local Safety unrepresented employees in Tier 1 shall also contribute an additional 5.0% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until 50% equal sharing of normal costs is reached. The following is a summary of Tier 1 CalPERS contract provisions: A. One-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Page 1006 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 4 of 37 Tier 2: Local Miscellaneous 2% @ 60 and Local Safety 3% @ 55 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To meet that standard, Employees will continue to make the required employee contribution (with no EPMC) of 7% for Local Miscellaneous and 9% for Local Safety, but will also contribute to the employer’s side (Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Accordingly, Tier 2 employees shall make the following pension contributions. Local Miscellaneous unrepresented employees in Tier 2 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing normal costs until of normal cost is reached. Local Safety unrepresented employees in Tier 2 shall also contribute an additional 5% to the Employer’s share for FY 23-24. This contribution shall increase by 0.5% each year until 50% equal sharing of normal costs is reached. The following is a summary of Tier 2 CalPERS contract provisions: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 3: Local Miscellaneous 2% @ 62 and Local Safety 2.7% @ 57 Local Miscellaneous and Local Safety unrepresented employees in Tier 3 shall be responsible for the full employee contribution which will be applied to the CalPERS employee contribution. There shall be no EPMC. PEPRA provides that equal sharing of the normal costs shall be the standard. To meet this standard, Tier 3 employees shall also make additional contributions on the employer’s side (GC 20516) to attain the equal cost sharing of normal costs standard. To the extent permitted by Assembly Bill 340, known as the California Public Employees’ Pension Reform Act of 2013, the following is a summary of Tier 3 benefits: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave Page 1007 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 5 of 37 D. 4th Level 1959 Survivor Benefit. The monthly member cost for this benefit will be paid by the City. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit 8. Termination of Sick Leave Balances Upon either acceptance of an application by a Safety employee for disability retirement, or upon the independent determination of CalPERS that a non-safety employee is disabled, the employee shall not be entitled to use any remaining sick leave to cover absences beyond their FMLA entitlement. Sick leave balances may be applied to applicable CalPERS service credit. An application for industrial disability retirement, either employee or employer initiated, shall not affect the employee's rights under Workers Compensation laws, such as any otherwise existing right to Temporary Disability benefits for safety officers. 9. Sick Leave Sick leave shall accrue at the rate of 3.688 hours per pay period and as designated in the Civil Service Rules. If eligible, the Executive Manager may be reimbursed via an irrevocable election consistent with IRS regulations. 10. Vacation Leave a. Executive Managers shall earn five weeks (25 days) vacation leave per fiscal year accrued at 7.69 hours per pay period. An employee may not accumulate more than three times the number of vacation leave days accrued annually. b. Executive Managers will have the option of selling back three (3) weeks accrued vacation leave each calendar year via irrevocable election consistent with IRS regulations. Additional sell back may be allowed at the discretion of the City Manager during the irrevocable election period. 11. Holidays a. Executive Managers will be credited 24 hours each fiscal year for floating holidays (Lincoln's and Washington's Birthdays, and Admission Day). b. The City will be closed on the following hard holidays: Independence Day, Labor Day, Veterans Day, Thanksgiving, the day after Thanksgiving, Christmas, New Year's Day, Martin Luther King Jr.'s Birthday, Cesar Chavez Day, Memorial Day and Juneteenth. 12. Management Leave Executive Managers will receive ninety-six (96) hours of Management Leave each fiscal year. Management Leave may not be carried over into the next fiscal year and may not be cashed out. Page 1008 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 6 of 37 13. Mileage Reimbursement Employees in this unit shall be subject to a mileage reimbursement program when required to use their private automobile for authorized City business. Reimbursement rate will be tied to the IRS rate, in effect at the time reimbursement is requested, as permitted by law. 14. Cell Phone and Technology Allowance Executive Managers may elect to receive a cell phone and technology allowance of up to $100 per month. 15. Severance Pay In the event that an Executive Manager is terminated without cause, they shall be entitled to severance compensation in a lump sum cash payment equal to nine months of their annual salary at the time of separation and employee only health insurance payments, conditioned upon them executing a general release agreement providing for the general and unconditional release of all known and unknown claims arising out of or relating to their employment, including a waiver of any and all rights under California Civil Code section 1542. Alternatively, at any time the City may immediately terminate their employment without any right of appeal or recourse by providing written notice of the cause for such termination. In such event, to the extent permitted by law, all benefits provided by the City will cease, and they shall not be entitled to severance compensation in any amount. “Cause” as used herein shall mean: (i) a refusal or failure to perform their job duties or to act in accordance with any specific, lawful, directive or order from the City Manager or their designee which is not cured after reasonable notice; (ii) gross negligence; (iii) conviction of a misdemeanor of moral turpitude or any felony; (iv) violation of any State, Federal, local law, or the City’s policies and procedures, resolutions, and/or ordinances; or (v) any material act of dishonesty, misappropriation, embezzlement, fraud, or similar conduct. 16. Special Assignment Pay Executive Managers may receive up to 10% additional compensation when assigned by the City Manager to a special project. 17. Acting Pay Executive Managers shall receive Acting Pay when: a. They are temporarily assigned to a vacant position for a period of ten (10) or more consecutive work days; b. Perform the duties of a higher paid classification; and c. Receive prior approval by the City Manager or his or her designee prior to the assignment. Acting pay shall be: a. Compensated with a minimum of five percent (5%) above current salary rate, up to a maximum of 20%. b. Effective the first day of the assignment. Page 1009 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 7 of 37 18. Out of Class Assignment a. Executive Managers shall receive Out of Class Assignment (OCA) pay when: They are assigned to perform the duties of a higher paid classification for a period of ten (10) or more consecutive workdays; and b. Receive prior approval by the City Manager or his or her designee prior to the assignment. Out-of-Class Assignment pay shall: a. Be compensated with a minimum of five percent (5%) above current base salary rate, up to a maximum of 20%. b. Be effective the first day of the assignment. c. Not exceed twelve months. Note: For clarification, OCA is differentiated from Acting Pay in that OCA is granted to an employee remaining in their current classification but performing higher level duties even though no vacancy may exist at the higher level. Acting Pay is granted to employees assuming the duties of a vacant, higher level position for a period of time. 19. Response Away from Official Duty Station and Assigned to an Emergency Incident The Fire Chief shall receive portal-to-portal time-and-a-half overtime when assigned to a fully reimbursable aid assignment. (Remainder of page intentionally left blank.) Page 1010 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 8 of 37 II. SENIOR MANAGEMENT GROUP (ALL EMPLOYEES PROVIDED FOR IN THIS GROUP ARE FLSA-EXEMPT) A. SALARY & WAGES 1. FY 24/25 – salary range will either be adjusted to the market median or aligned internally; Senior Manager will receive salary adjustment within the range as determined by the City Manager. 2. FY 25/26 – 5% salary adjustment effective first full pay period in July 2025 3. FY 26/27 – 5% salary adjustment effective first full pay period in July 2026 4. Equity Adjustments – Equity adjustments may be implemented for positions identified as below market. B. BENEFITS 1. Deferred Compensation Plan 457 Plan - Employees in the Senior Management Group may participate in the City's approved deferred compensation plans. 2. Cafeteria Plan a. In calendar year 2024, Senior Managers will receive $18,300 annually to be used for the purchase of approved employee benefits or to be placed in a taxable cash option. The maximum taxable option shall be $7,000. b. In the event of increases in health care plan premiums, the City will split the cost of the increase 50/50 with the employees. The annual cafeteria plan allotment will be increased by one-half of the average cost increase for full family non-indemnity health plan premiums. The City's share of the increased cost will be added to the beginning cafeteria plan balance of the next available cafeteria plan year. c. From the annual Cafeteria Plan allotment, each employee must elect medical coverage under one of the City sponsored plans, unless the employee has group medical insurance from another source including coverage under their City employee spouse’s plan in which case they may waive coverage so long as the alternative plan is deemed to be an acceptable plan by the City. When waiving coverage, the value of the Cafeteria Plan allotment will be available to purchase any of the other options available under the Cafeteria Plan. Waiver of coverage is irrevocable during a plan year unless the City is notified within 30 days that the employee has involuntarily lost the alternative coverage. d. The Flex Benefit Amount for Employee Only, those with coverage outside of the City, and those employees covered by another City Employee is fixed at the amount provided in the calendar year 2013 ($13,762). The flex amount for Employee+1 and Employee+Family will be adjusted under the current 50/50 cost sharing formula. Page 1011 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 9 of 37 3. Short/Long Term Disability Insurance The City will pay the full cost of the short/long-term disability insurance premium for Senior Managers. 4. Retiree Healthcare Employees hired on or prior to January 1, 2011, are eligible to enroll in the City’s Retiree Medical Program, which provides for subsidized retiree medical insurance rates as a blended rate. For Senior Managers hired after January 1, 2011, they are their eligible dependents may elect to temporarily continue their health insurance coverage(s) under COBRA. Senior Managers terminated for cause are not eligible to participate in the City’s Retiree Medical Program. 5. Post Employment Health Plan Employees may participate in an Insurance Premium Reimbursement Account (106 Plan) Post Employment Health Plan (PEHP), subject to the terms of the PEHP document, to be solely funded with mandatory Eligible Employee contributions as specifically determined by the employee group. Those employees not wishing to participate may sell back up to 100% of vacation the last full pay period of employment prior to retirement. No City funds shall be used to maintain or fund this plan. Employees are fully responsible for meeting all funding requirements. Employees are further solely responsible for any and all tax consequences related to the 106/PEHP plan. Senior Managers terminated for cause are not eligible to participate in the Post Employment Health Plan. 6. Life Insurance City pays for a Group Term Life and AD&D insurance policy with coverage in the amount of $50,000 per employee. 7. Retirement The City will provide to unrepresented members retirement benefits via contract with the California Public Employees Retirement System (CalPERS) as set forth in the California Government Code. The City will provide the following defined benefit formulas: Tier 1 Local Miscellaneous 3% @ 60 Local Safety 3% @ 50 Tier 2* Local Miscellaneous 2% @ 60 Local Safety 3% @ 55 Tier 3** Local Miscellaneous 2% @ 62 Local Safety 2.7% @ 57 * Effective 04/22/2011 **Effective 01/01/2013 Page 1012 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 10 of 37 Tier 1: Local Miscellaneous 3% @ 60 and Local Safety 3% @ 50 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To reach that standard, Tier 1 Employees will continue to make the required employee contribution (with no EPMC) of 8% for Local Miscellaneous and 9% for Local Safety, but will also contribute the following amounts to the employer’s side (pursuant to Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Local Miscellaneous unrepresented employees in Tier 1 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing of normal costs is reached. Local Safety unrepresented employees in Tier 1 shall also contribute an additional 4.105% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until 50% equal sharing of normal costs is reached. The following is a summary of Tier 1 CalPERS contract provisions: A. One-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 2: Local Miscellaneous 2% @ 60 and Local Safety 3% @ 55 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To meet that standard, Employees will continue to make the required employee contribution (with no EPMC) of 7% for Local Miscellaneous and 9% for Local Safety, but will also contribute to the employer’s side (Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Accordingly, Tier 2 employees shall make the following pension contributions. Local Miscellaneous unrepresented employees in Tier 2 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing normal costs until of normal cost is reached. Local Safety unrepresented employees in Tier 2 shall also contribute an additional 5.0% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until50% equal sharing of normal costs is reached. Page 1013 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 11 of 37 The following is a summary of Tier 2 CalPERS contract provisions: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 Prior Service Credit Tier 3: Local Miscellaneous 2% @ 62 and Local Safety 2.7% @ 57 Local Miscellaneous and Local Safety unrepresented employees in Tier 3 shall be responsible for the full employee contribution which will be applied to the CalPERS employee contribution. There shall be no EPMC. PEPRA provides that equal sharing of the normal costs shall be the standard. To meet this standard, Tier 3 employees shall also make additional contributions on the employer’s side (GC 20516) to attain the equal cost sharing of normal costs standard. To the extent permitted by Assembly Bill 340, known as the California Public Employees’ Pension Reform Act of 2013, the following is a summary of Tier 3 benefits: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. The monthly member cost for this benefit will be paid by the City. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit 8. Termination of Sick Leave Balances Upon either acceptance of an application by a Safety employee for disability retirement, or upon the independent determination of PERS that a non-safety employee is disabled, the employee shall not be entitled to use any remaining sick leave to cover absences beyond their FMLA entitlement. Sick leave balance may be applied to applicable PERS service credit. An application for industrial disability retirement, either employee or employer initiated, shall not affect the employee's rights under Workers Compensation laws, such as any otherwise existing right to Temporary Disability benefits for safety officers. Page 1014 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 12 of 37 9. Sick Leave Sick leave shall accrue at the rate of 3.688 hours per pay period and as designated in the Civil Service Rules. If eligible, the Senior Manager may be reimbursed via an irrevocable election consistent with IRS regulations. 10. Vacation Leave a. Senior Managers shall earn a minimum of three weeks (15 days) vacation leave per year during the first through ninth year of continuous service, four weeks (20 days) vacation leave after completion of tenth through fourteenth year of continuous service, and five weeks (25 days) vacation leave for fifteen or more years of continuous service. An employee may not accumulate more than three times the number of vacation leave days accrued annually. b. Senior Managers have the option of selling back three (3) weeks of accrued vacation leave each calendar year via irrevocable election consistent with IRS regulations. 11. Holidays a. Senior Managers will be credited 24 hours each fiscal year for floating holidays (Lincoln's and Washington's Birthdays, and Admission Day). b. The City will be closed on the following hard holidays: Independence Day, Labor Day, Veterans Day, Thanksgiving, day after Thanksgiving, Christmas, New Year's Day, Martin Luther King Jr.'s Birthday, Cesar Chavez Day, Memorial Day and Juneteenth. 12. Mileage Reimbursement Employees in this unit shall be subject to a mileage reimbursement program when required to use their private automobile for authorized City business. Reimbursement rate will be tied to the IRS rate, in effect at the time reimbursement is requested, as permitted by law. 13. Cell Phone and Technology Allowance Senior Managers may elect to receive a cell phone and technology allowance of up to $100 per month. 14. Management Leave Senior Managers will receive ninety-six (96) hours of Management Leave each fiscal year. Management Leave may not be carried over into the next fiscal year and may not be cashed out. 15. Special Assignment Pay Senior Managers may receive up to 10% additional compensation when assigned by the City Manager to a special project. Page 1015 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 13 of 37 16. Acting Pay Senior Managers shall receive Acting Pay when: a. They are temporarily assigned to a vacant position for a period of ten (10) or more consecutive work days; b. Perform the duties of a higher paid classification; and c. Receive prior approval by the City Manager or his or her designee prior to the assignment. Acting pay shall be: a. Compensated with a minimum of five percent (5%) above current salary rate, up to a maximum of 20%. b. Effective the first day of the assignment. 17. Out of Class Assignment a. Senior Managers shall receive Out of Class Assignment (OCA) pay when: They are assigned to perform the duties of a higher paid classification for a period of ten (10) or more consecutive workdays; and b. Receive prior approval by the City Manager or his or her designee prior to the assignment. Out-of-Class Assignment pay shall: a. Be compensated with a minimum of five percent (5%) above current salary rate, up to a maximum of 20%. b. Be effective the first day of the assignment. c. Not exceed twelve months. Note: For clarification, OCA is differentiated from Acting Pay in that OCA is granted to an employee remaining in their current classification but performing higher level duties even though no vacancy may exist at the higher level. Acting Pay is granted to employees assuming the duties of a vacant, higher level position for a period of time. 18. Professional Enrichment Senior Managers are eligible to participate in the City’s Professional Enrichment Program. The annual Professional Enrichment allocation for Senior Managers of $25,000 is for exclusive use by members of the Senior Management group for conferences and training. An employee is eligible to receive up to $2,500 per fiscal year for professional enrichment. Funds may be used at any time during the fiscal year. Fiscal year reimbursements under the City’s “Professional Enrichment” will be closed on June 30. Employees may request reimbursement for professional enrichment expenses in accordance with Internal Revenue Code Section 132, or any other applicable state and federal law. Employees must receive approval from their Appointing Authority and the City Manager’s designee before funds may be claimed for reimbursement. Reimbursements are on a first come, first serve basis until the funds have been exhausted. Page 1016 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 14 of 37 19. Severance Pay In the event that a Senior Manager is terminated without cause, they shall be entitled to severance compensation in a lump sum cash payment equal to three (3) months of their annual salary at the time of separation, conditioned upon them executing a general release agreement providing for the general and unconditional release of all known and unknown claims arising out of or relating to their employment, including a waiver of any and all rights under California Civil Code section 1542. Alternatively, at any time the City may immediately terminate their employment without any right of appeal or recourse by providing written notice of the cause for such termination. In such event, to the extent permitted by law, all benefits provided by the City will cease, and they shall not be entitled to severance compensation in any amount. “Cause” as used herein shall mean: (i) a refusal or failure to perform their job duties or to act in accordance with any specific, lawful, directive or order from the City Manager or their designee which is not cured after reasonable notice; (ii) gross negligence; (iii) conviction of a misdemeanor of moral turpitude or any felony; (iv) violation of any State, Federal, local law, or the City’s policies and procedures, resolutions, and/or ordinances; or (v) any material act of dishonesty, misappropriation, embezzlement, fraud, or similar conduct. 20. Response Away from Official Duty Station and Assigned to an Emergency Incident The Deputy Fire Chief and shall receive portal-to-portal time-and-a-half overtime when assigned to a fully reimbursable aid assignment. (Remainder of page intentionally left blank.) Page 1017 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 15 of 37 III. UNCLASSIFIED AND CONFIDENTIAL MIDDLE MANAGEMENT/PROFESSIONAL GROUP – ALL EMPLOYEES PROVIDED FOR IN THIS GROUP ARE FLSA-EXEMPT; CONFIDENTIAL MIDDLE MANAGERS/PROFESSIONALS ARE CLASSIFIED UNREPRESENTED EMPLOYEES UNLESS OTHERWISE NOTED IN ATTACHMENT 1 – GROUP MEMBERSHIP LISTING. A. SALARY & WAGES 1. FY 24/25 – equity adjustment to median based on the Department of Human Resources salary survey or internal alignment effective the first full pay period of January 2025* 2. FY 25/26 – 5% salary adjustment the first full pay period of January 2026* . 3. FY 26/27 – 5% salary adjustment the first full pay period of January 2027* * Salary adjustments for employees in position titles with a represented counterpart will receive a salary adjustment at the same time and equal to that of their represented counterpart. B. BENEFITS 1. Acting Pay Unclassified and Confidential Middle Managers/Professionals shall receive Acting Pay when: a. They are temporarily assigned to a vacant position for a period of ten (10) or more consecutive work days; b. Perform the duties of a higher paid classification; and c. Receive prior approval by the City Manager or his or her designee prior to the assignment. Acting pay shall be: a. Compensated with a minimum of five percent (5%) above current salary rate, up to a maximum of 20%. b. Effective the first day of the assignment. 2. Out of Class Assignment a. Unclassified and Confidential Middle Managers/Professionals shall receive Out of Class Assignment (OCA) pay when: They are assigned to perform the duties of a higher paid classification for a period of ten (10) or more consecutive workdays; and b. Receive prior approval by the City Manager or his or her designee prior to the assignment. Page 1018 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 16 of 37 Out-of-Class Assignment pay shall: a. Be compensated with a minimum of five percent (5%) above current salary rate, up to a maximum of 20%. b. Be effective the first day of the assignment. c. Not exceed twelve months. Note: For clarification, OCA is differentiated from Acting Pay in that OCA is granted to an employee remaining in their current classification but performing higher level duties even though no vacancy may exist at the higher level. Acting Pay is granted to employees assuming the duties of a vacant, higher level position for a period of time. 3. Retirement The City will provide to unrepresented members retirement benefits via contract with the California Public Employees Retirement System (CalPERS) as set forth in the California Government Code. The City will provide the following defined benefit formulas: Tier 1 Local Miscellaneous 3% @ 60 Local Safety 3% @ 50 Tier 2* Local Miscellaneous 2% @ 60 Local Safety 3% @ 55 Tier 3** Local Miscellaneous 2% @ 62 Local Safety 2.7% @ 57 * Effective 04/22/2011 **Effective 01/01/2013 Tier 1: Local Miscellaneous 3% @ 60 and Local Safety 3% @ 50 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To reach that standard, Tier 1 Employees will continue to make the required employee contribution (with no EPMC) of 8% for Local Miscellaneous and 9% for Local Safety, but will also contribute the following amounts to the employer’s side (pursuant to Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Local Miscellaneous unrepresented employees in Tier 1 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing of normal costs is reached. Local Safety unrepresented employees in Tier 1 shall also contribute an additional 5.0% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until 50% equal sharing of normal costs is reached. Page 1019 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 17 of 37 The following is a summary of Tier 1 CalPERS contract provisions: A. One-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 2: Local Miscellaneous 2% @ 60 and Local Safety 3% @ 55 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To meet that standard, Employees will continue to make the required employee contribution (with no EPMC) of 7% for Local Miscellaneous and 9% for Local Safety, but will also contribute to the employer’s side (Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Accordingly, Tier 2 employees shall make the following pension contributions. Local Miscellaneous unrepresented employees in Tier 2 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing normal costs until of normal cost is reached. Local Safety unrepresented employees in Tier 2 shall also contribute an additional 5.0% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until 50% equal sharing of normal costs is reached. The following is a summary of Tier 2 CalPERS contract provisions: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Page 1020 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 18 of 37 Tier 3: Local Miscellaneous 2% @ 62 and Local Safety 2.7% @ 57 Local Miscellaneous and Local Safety unrepresented employees in Tier 3 shall be responsible for the full employee contribution which will be applied to the CalPERS employee contribution. There shall be no EPMC. PEPRA provides that equal sharing of the normal costs shall be the standard. To meet this standard, Tier 3 employees shall also make additional contributions on the employer’s side (GC 20516) to attain the equal cost sharing of normal costs standard. To the extent permitted by Assembly Bill 340, known as the California Public Employees’ Pension Reform Act of 2013, the following is a summary of Tier 3 benefits: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. The monthly member cost for this benefit will be paid by the City. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit 4. Termination of Sick Leave Balances Upon either acceptance of an application by a Safety employee for disability retirement, or upon the independent determination of PERS that a non-safety employee is disabled, the employee shall not be entitled to use any remaining sick leave to cover absences beyond their FMLA entitlement. Sick leave balance may be applied to applicable PERS service credit. An application for industrial disability retirement, either employee or employer initiated, shall not affect the employee's rights under Workers Compensation laws, such as any otherwise existing right to Temporary Disability benefits for safety officers. 5. Post Employment Health Plan Employees may participate in an Insurance Premium Reimbursement Account (106 Plan) Post Employment Health Plan (PEHP), subject to the terms of the PEHP document, be solely funded with mandatory Eligible Employee contributions as specifically determined by the employee group Those employees not wishing to participate may sell back up to 100% of vacation leave the last full pay period of employment prior to retirement. No City funds shall be used to maintain or fund this plan. Employees are fully responsible for meeting all funding requirements. Employees are further solely responsible for any and all tax consequences related to the 106/PEHP plan. Unclassified and Confidential Middle Managers/Professionals terminated for cause are not eligible to participate in the Post Employment Health Plan. Page 1021 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 19 of 37 6. 457 Plan – Deferred Compensation Plans Employees in the Unclassified and Confidential Middle Management/Professional Group may participate in the City's approved deferred compensation plans. 7. Cafeteria Plan a. In calendar year 2024, each Unclassified and Confidential Middle Management/Professional employee will receive $17,800 to be used solely for approved employee benefits. b. Employees hired by the City into a permanent benefited position on or before December 31, 2018, may allocate a portion of their Cafeteria Plan Allotment to a taxable cash payment. These payments will be paid to employees on a pro- rata accrual the first two pay checks of each month (24 times per calendar year). The maximum annual taxable cash option shall be $9,600. c. Employees hired by the City into a permanent benefited position on or after January 1, 2019, shall have no cash out. d. In the event of increases in health care plan premiums, the City will split the cost of the increase 50/50 with the employees. The annual cafeteria plan allotment will be increased by one-half of the average cost increase for full family non- non-indemnity health plan premiums. The City's share of the increased cost will be added to the beginning cafeteria plan balance of the next available cafeteria plan year. e. From the Cafeteria Plan allotment, each represented employee must select coverage for him or herself under one of the City sponsored medical plans. However, if the employee has group medical insurance from another eligible source that is acceptable to the City of Chula Vista Department of Human Resources, the employee may elect to decline medical insurance from a City provider and apply the value, of the City’s “Flexible Benefit Plan” contribution to other available City Flex options. Any employee married to another benefited City employee who is covered under his or her spouse’s plan may waive coverage under the Cafeteria Plan and will receive credit. Any employee who declines medical insurance coverage may enroll in the City medical plan prior to the next open enrollment only if the employee involuntarily loses the coverage. Enrollment application must be received in Human Resources within 30 days from loss of coverage. The employee, through payroll deductions, will pay any premium cost in excess of the Cafeteria Plan Allotment. f. The Flex Benefit Amount for Employee Only, those with coverage outside of the City, and those employees covered by another City Employee is fixed at the amount provided in the calendar year 2013 ($12,762). The flex amount for Employee+1 and Employee+Family will be adjusted under the current 50/50 cost sharing formula. Page 1022 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 20 of 37 8. Life Insurance City pays for a group term life insurance policy with coverage in the amount of $50,000 per employee. 9. Retiree Healthcare Employees hired on or before January 1, 2011, are eligible to enroll in the City’s Retiree Medical Program, which provides for subsidized retiree medical insurance rates as a blended rate. For employees hired after January 1, 2011, they are their eligible dependents may elect to temporarily continue their health insurance coverage(s) under COBRA. Unclassified and Confidential Middle Managers/Professionals terminated for cause are not eligible to participate in the City’s Retiree Medical Program. 10. Short/Long Term Disability Insurance The City will pay the full cost of the short/long-term disability insurance premium for middle management positions. 11. Professional Enrichment The Unclassified and Confidential Middle Managers/Professionals are eligible to participate in the City’s Professional Enrichment Program. The annual Professional Enrichment Fund allocation for Unclassified and Confidential Professional Enrichment Fund of $32,500 is for exclusive use by members of the Unclassified and Confidential Middle Management/Professional group for conferences and training. An employee is eligible to receive up to $2,500 per fiscal year for professional enrichment. Funds may be used at any time during the fiscal year. Fiscal year reimbursements under the City’s “Professional Enrichment” will be closed on June 30. Employees may request reimbursement for professional enrichment expenses in accordance with Internal Revenue Code Section 132, or any other applicable state and federal law. Employees must receive approval from their Appointing Authority and the City Manager’s designee before funds may be claimed for reimbursement. Reimbursements are on a first come, first serve basis until the funds have been exhausted. 12. Sick Leave Reimbursement/Conversion Sick leave shall accrue at the rate of 3.688 hours per pay period and as designated in the Civil Service Rules. Employees using thirty-two hours (32) of sick leave, or less, during the fiscal year, shall have the option of converting twenty five percent (25%) of their remaining yearly sick leave to vacation leave. 13. Vacation Leave a. Unclassified and Confidential Middle Management/Professional employees will earn two weeks (10 days) of vacation leave per year in the first through fourth year of continuous employment, three weeks (15 days) of vacation leave per year in the fifth through ninth year of continuous service, four weeks of vacation leave (20 days) per year in the tenth through fourteenth year of continuous service, and five weeks of vacation leave (25 days) for fifteen or more years of Page 1023 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 21 of 37 continuous service. An employee may not accumulate more than three times the number of vacation leave days accrued annually. b. Unclassified and Confidential Middle Management/Professional employees who have completed at least five (5) years of service shall have the option of selling back a total of 104 hours of accrued vacation leave two times per calendar year in 52-hour increments via irrevocable election consistent with IRS regulations. 14. Management Leave Unclassified and Confidential Middle Management/Professional employees will receive eighty-eight (88) hours of Management Leave each fiscal year. Management Leave may not be carried over into the next fiscal year, and may not be cashed out. 15. Holidays a. Unclassified and Confidential Middle Management/Professional employees will receive 24 hours each fiscal year for floating holidays (Lincoln's and Washington's Birthdays, and Admission Day). b. The City will be closed on the following hard holidays: Independence Day, Labor Day, Veterans Day, Thanksgiving, Day After Thanksgiving, Christmas, New Year's Day, Martin Luther King Jr.'s Birthday, Cesar Chavez Day, Memorial Day and Juneteenth. 16. Mileage Reimbursement Unclassified and Confidential Middle Management/Professional employees shall be subject to a mileage reimbursement program when required to use their private automobile for authorized City business. Reimbursement rate will be tied to the IRS rate, in effect at the time reimbursement is requested, as permitted by law. 17. Uniform Allowances & Educational Differentials Sworn public safety Unclassified and Confidential Middle Management/ Professional employees will be provided with the uniform allowances and educational differentials as specified in the applicable public safety MOU. 18. Bilingual Pay Those Unclassified and Confidential Middle Management/Professional employees who, upon recommendation of their Department Head, approval of the Director of Human Resources, and successful completion of a bilingual performance evaluation will receive $100 per month in addition to their regular pay on the condition that they continuously utilize their bilingual skills in the performance of their duties effective the first full pay period after adoption. 19. Special Project Pay Unclassified and Confidential Middle Management/Professional employees may receive up to 15% additional compensation when assigned by the City Manager to a special project. Page 1024 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 22 of 37 20. Response Away from Official Duty Station and Assigned to an Emergency Incident The Fire Division Chief shall receive portal-to-portal time-and-a-half overtime when assigned to a fully reimbursable aid assignment. (Remainder of page intentionally left blank.) Page 1025 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 23 of 37 IV. CONFIDENTIAL GROUP – ARE CLASSIFIED UNREPRESENTED EMPLOYEES UNLESS OTHERWISE NOTED IN ATTACHMENT 1 – GROUP MEMBERSHIP LISTING. A. SALARY & WAGES 1. FY 24/25 – equity adjustment to median based on the Department of Human Resources salary survey or internal alignment effective the first full pay period in July 2024* 2. FY 25/26 – 5% salary adjustment effective the first full pay period in July 2025* 3. FY 26/27 – 5% salary adjustment effective the first full pay period in July 2026* Equity Adjustments – Equity adjustments may be made each fiscal year for positions identified as below market. * Salary adjustments for employees in position titles with a represented counterpart will receive a salary adjustment at the same time and equal to that of their represented counterpart. B. BENEFITS 1. Retirement The City will provide to unrepresented members retirement benefits via contract with the California Public Employees Retirement System (CalPERS) as set forth in the California Government Code. The City will provide the following defined benefit formulas: Tier 1 Local Miscellaneous 3% @ 60 Local Safety 3% @ 50 Tier 2* Local Miscellaneous 2% @ 60 Local Safety 3% @ 55 Tier 3** Local Miscellaneous 2% @ 62 Local Safety 2.7% @ 57 * Effective 04/22/2011 **Effective 01/01/2013 Tier 1: Local Miscellaneous 3% @ 60 and Local Safety 3% @ 50 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To reach that standard, Tier 1 Employees will continue to make the required employee contribution (with no EPMC) of 8% for Local Miscellaneous and 9% for Local Safety, but will also contribute the following amounts to the Page 1026 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 24 of 37 employer’s side (pursuant to Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Local Miscellaneous unrepresented employees in Tier 1 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing of normal costs is reached. Local Safety unrepresented employees in Tier 1 shall also contribute an additional 5.0% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until 50% equal sharing of normal costs is reached. The following is a summary of Tier 1 CalPERS contract provisions: A. One-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 2: Local Miscellaneous 2% @ 60 and Local Safety 3% @ 55 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To meet that standard, Employees will continue to make the required employee contribution (with no EPMC) of 7% for Local Miscellaneous and 9% for Local Safety, but will also contribute to the employer’s side (Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Accordingly, Tier 2 employees shall make the following pension contributions. Local Miscellaneous unrepresented employees in Tier 2 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing normal costs until of normal cost is reached. Local Safety unrepresented employees in Tier 2 shall also contribute an additional 5.0% to the Employer’s share for FY 23-24. This contribution shall increase 0.5% each year until 50% equal sharing of normal costs is reached. The following is a summary of Tier 2 CalPERS contract provisions: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. Page 1027 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 25 of 37 E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 3: Local Miscellaneous 2% @ 62 and Local Safety 2.7% @ 57 Local Miscellaneous and Local Safety unrepresented employees in Tier 3 shall be responsible for the full employee contribution which will be applied to the CalPERS employee contribution. There shall be no EPMC. PEPRA provides that equal sharing of the normal costs shall be the standard. To meet this standard, Tier 3 employees shall also make additional contributions on the employer’s side (GC 20516) to attain the equal cost sharing of normal costs standard. To the extent permitted by Assembly Bill 340, known as the California Public Employees’ Pension Reform Act of 2013, the following is a summary of Tier 3 benefits: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. The monthly member cost for this benefit will be paid by the City. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit 2. Termination of Sick Leave Balances Upon either acceptance of an application by a Safety employee for disability retirement, or upon the independent determination of CalPERS that a non-safety employee is disabled, the employee shall not be entitled to use any remaining sick leave to cover absences beyond their FMLA entitlement. Sick leave balances may be applied to applicable CalPERS service credit. An application for industrial disability retirement, either employee or employer initiated, shall not affect the employee's rights under Workers’ Compensation laws, such as any otherwise existing right to Temporary Disability benefits for safety officers. 3. Deferred Compensation Plans 457 Plan - Employees in the Confidential Group may participate in the City's approved deferred compensation plans. Page 1028 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 26 of 37 4. Post Employment Health Plan Employees may participate in an Insurance Premium Reimbursement Account (106 Plan) Post Employment Health Plan (PEHP), subject to the terms of the PEHP document, be solely funded with mandatory Eligible Employee contributions as specifically determined by the employee group. Those employees not wishing to participate may sell back up to 100% of vacation the last full pay period of employment prior to retirement. No City funds shall be used to maintain or fund this plan. Employees are fully responsible for meeting all funding requirements. Employees are further solely responsible for any and all tax consequences related to the 106/PEHP plan. Confidential employees terminated for cause are not eligible to participate in the Post Employment Health Plan. 5. Cafeteria Plan a. In calendar year 2024, each Confidential Employee will receive $16,924 to be used solely for approved employee benefits. b. In the event of increases in health care plan premiums, the City will split the cost of the increase 50/50 with the employees. The annual cafeteria plan allotment will be increased by one-half of the average cost increase for full family non-indemnity health plan premiums. The City's share of the increased cost will be added to the beginning cafeteria plan balance of the next available cafeteria plan year. c. From the annual Cafeteria Plan allotment, each employee must elect medical coverage under one of the City sponsored plans, unless the employee has group medical insurance from another source including coverage under their City employee spouse’s plan in which case they may waive coverage so long as the alternative plan is deemed to be an acceptable plan by the City. When waiving coverage the full value of the Cafeteria Plan allotment will be available to purchase any of the other options available under the Cafeteria Plan. Waiver of coverage is irrevocable during a plan year unless the City is notified within 30 days that the employee has involuntarily lost the alternative coverage. d. The Flex Benefit Amount for Employee Only, those with coverage outside of the City, and those employees covered by another City Employee is fixed at $13,024. The flex amount for Employee+1 and Employee+Family will be adjusted under the current 50/50 cost sharing formula. e. Employees hired into a Confidential position on or before December 31, 2017 may elect to receive up to $9,100 of unused funds as a taxable cash option. The maximum an employee can cash out each year cannot exceed the cash option that they received in the previous calendar year. f. Employees hired into a Confidential position on or after January 1, 2018, shall not cash out unused cafeteria plan funds. Page 1029 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 27 of 37 6. Short/Long Term Disability Insurance The City will pay the full cost of the short/long-term disability insurance premium for the Confidential employees. 7. Retiree Healthcare Employees hired on or before January 1, 2011 are eligible to enroll in the City’s Retiree Medical Program, which provides for subsidized retiree medical insurance rates as a blended rate. For employees hired after January 1, 2011, they are their eligible dependents may elect to temporarily continue their health insurance coverage(s) under COBRA. Confidential employees terminated for cause are not eligible to participate in the City’s Retiree Medical Program. 8. Professional Enrichment The Confidential Employees Professional Enrichment Fund of $21,850 is for exclusive use by members of the Confidential Employees for conferences and training. Employees may receive up to a maximum of $2,000 per fiscal year. Funds may be used at any time during the fiscal year. Fiscal year reimbursements under the City’s “Professional Enrichment” will be closed on June 30. Employees may request reimbursement for professional enrichment expenses in accordance with Internal Revenue Code Section 132, or any other applicable state and federal law. Employees must receive approval from their Appointing Authority and the City Manager’s designee before funds may be claimed for reimbursement. Reimbursements are on a first come, first serve basis until the funds have been exhausted. 9. Life Insurance City pays for a Group Term Life and AD&D insurance policy with coverage in the amount of $50,000 per employee. 10. Sick Leave Sick leave shall accrue at the rate of 3.688 hours per pay period and as designated in the Civil Service Rules. If eligible, employee may be reimbursed via an irrevocable election consistent with IRS regulations. 11. Vacation Leave 1. Employees will accrue 80-hours during the first through fourth years of service (cumulative to a total leave balance of 240-hours). This benefit will be accumulated at the rate of 3.07 working hours for each full biweekly pay period of service performed. 2. Employees will accrue and be eligible to receive 120-hours (cumulative to a total leave balance of 360-hours) during the fifth through ninth year of service. The benefits will be accumulated at the rate of 4.60 working hours for each full biweekly pay period of service performed. 3. Employees will accrue and be eligible to receive 160-hours (cumulative to a total leave balance of 480-hours) during the tenth through fourteenth years of Page 1030 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 28 of 37 service. This benefit will be accumulated at the rate of 6.14 working hours for each full biweekly pay period of service performed. 4. Employees will accrue and be eligible to receive 200-hours (cumulative to a total leave balance of 600-hours) during the fifteenth and succeeding years of service. This benefit will be accumulated at the rate of 7.70 working hours for each full biweekly pay period of service performed. 5. Vacation accrual rate changes will become effective at the beginning of the pay period closest to the actual date which includes the employee anniversary date of benefited status. 6. Vacation sell back – All Confidential unrepresented classifications who have completed at least five (5) years of service shall have the option of selling up to 60-hours of said vacation back to the City one time per calendar year via irrevocable election consistent with IRS regulations. The accumulated vacation balance will be reduced accordingly. 7. Each part-time Confidential unrepresented employee paid at a biweekly rate shall be entitled to vacation with pay. The number of working days of such vacation shall be computed on the basis set forth in subsection (a), (b), (c), or (d) and shall be in the proportion that such part time employment bears to full time employment. 8. Employees separated from City service, whether voluntarily or involuntarily, shall be granted all of the unused vacation to which they are entitled based upon continuous service computed on the basis set forth in subsection (a), (b), (c), or (d). Payment shall be made hour-for-hour with any portion of an hour being considered a full hour. 9. Vacation Use: Vacation leave balances shall be reduced for actual time not worked to the nearest quarter hour. Absences may not be charged to vacation not already accumulated. 12. Holidays a. Confidential employees will receive 24 hours each fiscal year for floating holidays (Lincoln's and Washington Birthday's, and Admissions Day). b. The City will be closed on the following paid hard holidays: Independence Day, Labor Day, Veterans Day, Thanksgiving, Day after Thanksgiving, Christmas, New Year's Day, Martin Luther King Jr.'s Birthday, Cesar Chavez Day, Memorial Day and Juneteenth. 13. Management Leave Employees in the Confidential group prior July 1, 2021, will receive forty (40) hours of Management Leave each fiscal year. Page 1031 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 29 of 37 14. Mileage Reimbursement Employees in this unit shall be subject to a mileage reimbursement program when required to use their private automobile for authorized City business. Reimbursement rate will be tied to the IRS rate in effect at the time reimbursement is requested, as permitted by law. 15. Bilingual Pay Those employees who, upon recommendation of the Department Head, approval of the Director of Human Resources, and successful completion of a Bilingual Performance Evaluation, and who are required to continuously use their bilingual skills in the performance of their duties, will receive $100 per month in addition to their regular pay effective the first full pay period after adoption. 16. Special Assignment Pay Confidential employees may be eligible to receive a maximum of 15% above their base pay when assigned by the Appointing Authority or designee and approved by the City Manager and the Director of Human Resources to a “Special Project.” 17. Out-of-Class Assignment When an employee is assigned to perform duties of a higher paid classification, immediately upon assignment, the employee shall be compensated with a minimum of 7.5% above the employee’s current salary rate up to a maximum of 15% effective the first day of the out-of-class assignment. If the out of class assignment lasts for duration of 6 months the employee will receive an additional 5% compensation. Increases greater than 5% must be approved by the Director of Human Resources. Requests for out-of-class compensation shall be submitted by the Appointing Authority on a “Payroll Change Notice” form as percentage amounts only. 18. Notice of Change in Work Schedule The City will strive to give at least fourteen calendar day (14 calendar days) notice to employees when management initiates a change in an employee’s work schedule except in cases of emergencies. Overtime shall be paid at 1 ½ times the “regular rate of pay” solely as defined and required by the Fair Labor Standards Act (“FLSA”). (Remainder of page intentionally left blank.) Page 1032 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 30 of 37 V. MAYOR, COUNCIL AND CITY ATTORNEY A. SALARY & WAGES 1. Salary Increases As mandated by City of Chula Vista City Charter Section 302 the Mayor shall receive an annual salary equivalent to 66% of the salary of a Judge of the Superior Court of the State of California. As mandated in City of Chula Vista City Charter Section 304(C), the four Council members shall receive 40% of the salary of the Mayor. Salary adjustments will occur at the same time and be effective on the same date as the Superior Court Judges. As mandated by City of Chula Vista City Charter Section 503(C) the City Attorney shall receive an annual salary equivalent to the salary of a Judge of the Superior Court of the State of California. Salary adjustments will occur at the same time and be effective on the same date as the Superior Court Judges. B. BENEFITS 1. Cafeteria Plan Cafeteria plans will be set at the level specified for Executive Managers. The cafeteria plan is to be used solely for approved employee benefits or to be placed in a taxable cash option. From the annual Cafeteria Plan allotment, each employee must elect medical coverage under one of the City sponsored plans, unless the employee has group medical insurance from another source including coverage under their City employee spouse’s plan in which case they may waive coverage so long as the alternative plan is deemed to be an acceptable plan by the City. When waiving coverage, the value of the Cafeteria Plan allotment will be available to purchase any of the other options available under the Cafeteria Plan. Waiver of coverage is irrevocable during a plan year unless the City is notified within 30 days that the employee has involuntarily lost the alternative coverage. The Flex Benefit Amount for Employee Only, those with coverage outside of the City, and those employees covered by another City Employee is fixed at the amount provided in the calendar year 2013 ($15,162). The flex amount for Employee+1 and Employee+Family will be adjusted under the current 50/50 cost sharing formula. The maximum annual taxable option shall be $8,000. 2. Retiree Healthcare Elected Officials hired on or before January 1, 2011, are eligible to enroll in the City’s Retiree Medical Program. For hired after January 1, 2011, they and their eligible dependents may elect to temporarily continue their health insurance coverage(s) under COBRA. 3. Auto Allowance The Mayor may elect to receive a monthly auto allowance up to $1,000. Council members and City Attorney may elect to receive a monthly auto allowance of up to $550. The allowance is contingent upon evidence of adequate auto insurance. Page 1033 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 31 of 37 4. Cell Phone and Technology Allowance The Mayor, Council members and City Attorney may elect to receive a cell phone and technology allowance of up to $60 per month. 5. Travel Reimbursements The Mayor and Council members shall receive reimbursement on order of the City Council for Council-authorized travel and other expenses when on official duty outside of the City. 6. Stipends The Mayor and Council members will receive $50 stipend for attending Housing Authority meetings. No member shall receive compensation for attending more than four meetings of the Housing Authority during any calendar month. 7. Retirement The City will provide to unrepresented members retirement benefits via contract with the California Public Employees Retirement System (CalPERS) as set forth in the California Government Code. The City will provide the following defined benefit formulas: Tier 1 Local Miscellaneous 3% @ 60 Local Safety 3% @ 50 Tier 2* Local Miscellaneous 2% @ 60 Local Safety 3% @ 55 Tier 3** Local Miscellaneous 2% @ 62 Local Safety 2.7% @ 57 * Effective 04/22/2011 ** Effective 01/01/2013 Tier 1: Local Miscellaneous 3% @ 60 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To reach that standard, Tier 1 Employees will continue to make the required employee contribution (with no EPMC) of 8% for Local Miscellaneous and 9% for Local Safety, but will also contribute the following amounts to the employer’s side (pursuant to Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Local Miscellaneous unrepresented employees in Tier 1 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing of normal costs is reached. Page 1034 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 32 of 37 The following is a summary of Tier 1 CalPERS contract provisions: A. One-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 2: Local Miscellaneous 2% @ 60 Pension Contributions: PEPRA provides that equal sharing of normal costs shall be the standard. To meet that standard, Employees will continue to make the required employee contribution (with no EPMC) of 7% for Local Miscellaneous, but will also contribute to the employer’s side (Government Code (GC) section 20516) to reach the CalPERS standard of equal sharing of normal costs. Accordingly, Tier 2 employees shall make the following pension contributions. Local Miscellaneous unrepresented employees in Tier 2 shall also contribute the amount necessary to the employer’s side (GC 20516) so that equal sharing normal costs until of normal cost is reached. The following is a summary of Tier 2 CalPERS contract provisions: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit Tier 3: Local Miscellaneous 2% @ 62 Local Miscellaneous unrepresented employees in Tier 3 shall be responsible for the full employee contribution which will be applied to the CalPERS employee contribution. There shall be no EPMC. PEPRA provides that equal sharing of the normal costs shall be the standard. To meet this standard, Tier 3 employees shall also make additional contributions on the employer’s side (GC 20516) to attain the equal cost sharing of normal costs standard. Page 1035 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 33 of 37 To the extent permitted by Assembly Bill 340, known as the California Public Employees’ Pension Reform Act of 2013, the following is a summary of Tier 3 benefits: A. Three-Year Final Compensation B. Post-Retirement Survivor Allowance C. Credit for Unused Sick Leave D. 4th Level 1959 Survivor Benefit. The monthly member cost for this benefit will be paid by the City. E. Military Service Credit as Prior Service F. Cost of Living Allowance (2%) G. Post-Retirement Survivor Allowance Continuance H. Pre-Retirement Death Benefit for Spouse I. Retired Death Benefit $5,000 J. Prior Service Credit (Remainder of page intentionally left blank.) Page 1036 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 34 of 37 VI. UNCLASSIFIED HOURLY EMPLOYEES A. SALARY & WAGES 1. Salary Increase The minimum wage for all unclassified hourly employees will be set by the State of California or Federal Government, whichever is higher: Pay Period including January 1, 2024: $16.00/hr. B. BENEFITS 1. Retirement a. UCHR employees are enrolled in the Public Agency Retirement System Alternate Retirement Systems (PARS-ARS). b. The City pays 3.75% of the employee’s salary into the employee’s PARS-ARS account. c. Each pay period 3.75% will be deducted from the employee’s salary and deposited to the employee’s PARS-ARS account. 2. Sick Leave Sick Leave shall accrue pursuant to the Health Workplace, Health Family Act of 2014 (AB 1522), and as amended. (Remainder of page intentionally left blank.) Page 1037 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 35 of 37 ATTACHMENT 1 – GROUP MEMBERSHIP LISTING The following shows the classifications assigned to each group as of May 2023. A. EXECUTIVE MANAGEMENT GROUP1 City Manager (Contract) City Clerk (Contract) Assistant City Manager Chief of Police Deputy City Manager Director of Animal Services Director of Development Services Director of Economic Development Director of Engineering/City Engineer Director of Finance Director of Housing and Homeless Services Director of Human Resources/Risk Management Director of Information Technology Services Director of Library Services Director of Parks and Recreation Director of Public Works FA Executive Director Fire Chief B. SENIOR MANAGEMENT GROUP1 Administrative Services Manager Assistant Chief of Police Assistant City Attorney Assistant Director of Development Services Assistant Director of Engineering Assistant Director of Finance Assistant Director of Human Resources Assistant Director of Parks and Recreation Assistant Director of Public Works Budget and Analysis Manager Building Official Chief Information Security Officer Code Enforcement Manager Communications Manager Deputy City Attorney III Deputy Director, City Clerk Services Deputy Director of Animal Services Deputy Director of Development Services Deputy Fire Chief Economic Development Manager Emergency Services Manager FA Deputy Director LECC Page 1038 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 36 of 37 FA Deputy Executive Director FA Director of SD LECC FA IVDC-LECC Executive Director FA Program Manager FA Finance Manager Facilities Financing Manager Finance Manager Human Resources Manager Information Technology Manager Information Technology Project Manager Planning Manager Police Administrative Services Administrator Police Captain Public Works Superintendent Purchasing Agent Revenue Manager Senior Assistant City Attorney Special Projects Manager C. UNCLASSIFIED AND CONFIDENTIAL MIDDLE MANAGEMENT/PROFESSIONAL GROUP1 Benefits Manager MM-Confidential Chief of Staff MM-Unclassified Communications/Special Events Coordinator Professional-Unclassified Deputy City Attorney I Professional-Unclassified Deputy City Attorney II Professional-Unclassified FA Cyber Security Program Manager MM-Unclassified FA Geospatial Intel Analyst Professional-Unclassified FA Information Systems Program Manager MM-Unclassified FA LECC Information Technology Manager MM-Unclassified FA Microcomputer Specialist Professional-Unclassified FA Network Administrator I Professional-Unclassified FA Network Administrator II Professional-Unclassified FA Network Administrator III Professional-Unclassified FA Program Analyst Professional-Unclassified FA Program Assistant Supervisor Professional-Unclassified FA Public Private Partnership and Exercise Program Manager MM-Unclassified FA Senior Financial Analyst Professional-Unclassified FA Senior Intelligence Analyst Professional-Unclassified FA Supervisory Intelligence Analyst I Professional-Unclassified FA Supervisory Intelligence Analyst II Professional-Unclassified Fire Division Chief MM-Unclassified Fiscal and Management Analyst Professional-Confidential Fiscal Debt Management Analyst MM-Confidential Human Resources Analyst Professional-Confidential Law Office Manager MM-Unclassified Policy Aide Professional-Unclassified Page 1039 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 37 of 37 Principal Accountant MM-Confidential Principal Management Analyst Professional-Confidential Principal Risk Management Specialist MM-Confidential Real Property Manager MM-Unclassified Risk Management Specialist Professional-Confidential Senior Accountant MM-Confidential Senior Human Resources Analyst Professional-Confidential Senior Management Analyst Professional-Confidential Senior Risk Management Specialist Professional-Confidential D. CONFIDENTIAL GROUP1 Accountant Confidential Accounting Technician (Finance/Payroll) Confidential Administrative Secretary Confidential Administrative Secretary (Mayor’s Office/At-Will) Confidential-Unclassified Associate Accountant Confidential City Attorney Investigator Confidential Deputy City Clerk I Confidential-Unclassified Deputy City Clerk II Confidential-Unclassified Executive Secretary Confidential-Unclassified FA Accounting Technician Confidential-Unclassified FA Administrative Analyst I Confidential-Unclassified FA Administrative Analyst II Confidential-Unclassified FA Analyst Confidential-Unclassified FA Executive Assistant Confidential-Unclassified FA Intelligence Analyst Confidential-Unclassified FA Management Assistant Confidential-Unclassified FA Program Assistant Confidential-Unclassified FA RCFL Network Engineer Confidential-Unclassified FA Senior Program Assistant Confidential FA Senior Secretary Confidential-Unclassified Human Resources Technician Confidential Legal Assistant Confidential Management Analyst I (Finance/Human Resources) Confidential Management Analyst II (Finance/Human Resources) Confidential Paralegal Confidential Payroll Specialist Confidential Payroll Supervisor Confidential Public Information Specialist (City Manager) Confidential Senior Council Assistant Confidential-Unclassified Senior Human Resources Technician Confidential Senior Legal Assistant Confidential 1 The City of Chula Vista serves as a pass through agency for the San Diego and Imperial Counties High Intensity Drug Trafficking Area (HIDTA); HIDTA positions (with the "FA" designation) shall receive the benefit package detailed for the Executive, Senior, Middle Management/Professional Unclassified, and Confidential group in which the FA classification is designated. All HIDTA positions are unclassified. Page 1040 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 1 of 71 3633 CONF ACCOUNTANT 0 31.20 2,496.34 1 32.76 2,621.16 2 34.40 2,752.21 3 36.12 2,889.83 4 37.93 3,034.32 3641 ACE ACCOUNTING ASSISTANT 0 23.10 1,848.05 1 24.26 1,940.45 2 25.47 2,037.49 3 26.74 2,139.34 4 28.08 2,246.31 3643 CONF ACCOUNTING TECHNICIAN 0 26.83 2,146.08 1 28.17 2,253.38 2 29.58 2,366.04 3 31.05 2,484.35 4 32.61 2,608.57 3675 ACE ACCOUNTING TECHNICIAN 0 26.83 2,146.08 1 28.17 2,253.38 2 29.58 2,366.04 3 31.05 2,484.35 4 32.61 2,608.57 3677 ACE ACCOUNTING TECHNICIAN II (T) 0 29.22 2,337.78 1 30.68 2,454.67 2 32.22 2,577.40 3 33.83 2,706.27 4 35.52 2,841.58 3645 ACE ACCOUNTS PAYABLE SUPERVISOR 0 33.61 2,688.43 1 35.29 2,822.87 2 37.05 2,964.01 3 38.90 3,112.21 4 40.85 3,267.80 0149 CONF ADMINISTRATIVE SECRETARY 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 Page 1041 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 2 of 71 0179 ACE ADMINISTRATIVE SECRETARY 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 0154 CONF ADMINISTRATIVE SECRETARY-MAYOR 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 0215 SM ADMINISTRATIVE SERVICES MGR 0 51.21 4,096.73 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 0181 ACE ADMINISTRATIVE TECHNICIAN 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 5316 UCHR ANIMAL CARE AIDE 0 16.54 -- 1 17.37 -- 2 18.24 -- 3 19.15 -- 4 20.11 -- 5317 ACE ANIMAL CARE FACILITY SUPV 0 33.08 2,646.18 1 34.73 2,778.50 2 36.47 2,917.41 3 38.29 3,063.29 4 40.21 3,216.45 5343 ACE ANIMAL CARE SPECIALIST 0 20.71 1,657.08 1 21.75 1,739.93 2 22.84 1,826.92 3 23.98 1,918.28 4 25.18 2,014.19 Page 1042 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 3 of 71 5344 UCHR ANIMAL CARE SPECIALIST 0 20.71 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5319 ACE ANIMAL CARE SUPERVISOR 0 28.76 2,301.03 1 30.20 2,416.08 2 31.71 2,536.89 3 33.30 2,663.74 4 34.96 2,796.91 5303 ACE ANIMAL CONTROL OFFICER 0 24.86 1,988.48 1 26.10 2,087.90 2 27.40 2,192.30 3 28.77 2,301.93 4 30.21 2,417.03 5304 ACE ANIMAL CONTROL OFFICER SUPVR 0 28.58 2,286.76 1 30.01 2,401.09 2 31.51 2,521.14 3 33.09 2,647.20 4 34.74 2,779.58 5309 ACE ANIMAL SERVICES SPECIALIST 0 22.60 1,807.72 1 23.73 1,898.10 2 24.91 1,993.01 3 26.16 2,092.67 4 27.47 2,197.29 3083 MM APPLICATIONS SUPPORT MANAGER 0 54.90 4,391.80 1 57.64 4,611.38 2 60.52 4,841.94 3 63.55 5,084.04 4 66.73 5,338.24 3088 PROF APPLICATIONS SUPPORT SPEC 0 41.79 3,343.08 1 43.88 3,510.24 2 46.07 3,685.74 3 48.38 3,870.03 4 50.79 4,063.55 Page 1043 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 4 of 71 7741 ACE AQUARIST 0 25.73 2,058.39 1 27.02 2,161.27 2 28.37 2,269.34 3 29.79 2,382.82 4 31.27 2,501.96 7579 ACE AQUATIC SUPERVISOR I 0 26.66 2,132.89 1 27.99 2,239.53 2 29.39 2,351.52 3 30.86 2,469.09 4 32.41 2,592.54 7577 ACE AQUATIC SUPERVISOR II 0 29.33 2,346.18 1 30.79 2,463.49 2 32.33 2,586.66 3 33.95 2,716.00 4 35.65 2,851.80 7575 ACE AQUATIC SUPERVISOR III 0 33.73 2,698.11 1 35.41 2,833.02 2 37.18 2,974.67 3 39.04 3,123.39 4 40.99 3,279.56 5011 SM ASSISTANT CHIEF OF POLICE 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 2405 SM ASSISTANT CITY ATTORNEY 0 85.62 6,849.40 1 89.90 7,191.87 2 94.39 7,551.47 3 99.11 7,929.04 4 104.07 8,325.49 2707 EXEC ASSISTANT CITY MANAGER 0 102.25 8,179.94 1 -- -- 2 -- -- 3 -- -- 4 123.51 9,880.95 Page 1044 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 5 of 71 4040 SM ASSISTANT DIR OF DEVLPMNT SVCS 0 79.15 6,332.21 1 -- -- 2 87.68 7,014.54 3 92.07 7,365.26 4 96.21 7,696.86 6008 SM ASSISTANT DIR OF ENGINEERING 0 66.94 5,355.14 1 -- -- 2 -- -- 3 -- -- 4 80.82 6,465.21 3604 SM ASSISTANT DIR OF FINANCE 0 77.89 6,231.55 1 -- -- 2 90.13 7,210.00 3 92.70 7,416.00 4 94.04 7,523.32 3304 SM ASSISTANT DIR OF HR 0 75.88 6,070.54 1 -- -- 2 -- -- 3 -- -- 4 92.23 7,378.78 7403 SM ASSISTANT DIR OF PARKS & REC 0 66.59 5,327.03 1 -- -- 2 -- -- 3 -- -- 4 80.94 6,475.04 6322 SM ASSISTANT DIR OF PUBLIC WORKS 0 72.44 5,794.89 1 -- -- 2 -- -- 3 85.52 6,841.24 4 87.45 6,996.12 6015 WCE ASSISTANT ENGINEER 0 43.18 3,454.49 1 45.34 3,627.20 2 47.61 3,808.57 3 49.99 3,998.99 4 52.49 4,198.95 Page 1045 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 6 of 71 6289 WCE ASSISTANT LAND SURVEYOR 0 41.12 3,289.98 1 43.18 3,454.48 2 45.34 3,627.21 3 47.61 3,808.56 4 49.99 3,999.00 4749 WCE ASSISTANT PLAN CHECK ENGINEER 0 40.94 3,275.12 1 42.99 3,438.88 2 45.14 3,610.82 3 47.39 3,791.36 4 49.76 3,980.93 4439 ACE ASSISTANT PLANNER 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 3635 CONF ASSOCIATE ACCOUNTANT 0 34.32 2,745.97 1 36.04 2,883.28 2 37.84 3,027.44 3 39.74 3,178.81 4 41.72 3,337.76 6017 WCE ASSOCIATE ENGINEER 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.86 3 57.49 4,598.84 4 60.36 4,828.79 6287 WCE ASSOCIATE LAND SURVEYOR 0 47.29 3,783.49 1 49.66 3,972.66 2 52.14 4,171.29 3 54.75 4,379.85 4 57.49 4,598.85 4747 WCE ASSOCIATE PLAN CHECK ENGINEER 0 47.08 3,766.38 1 49.43 3,954.70 2 51.91 4,152.43 3 54.50 4,360.05 4 57.23 4,578.06 Page 1046 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 7 of 71 4437 ACE ASSOCIATE PLANNER 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5123 ACE AUTOMATED FINGERPRINT TECH 0 22.92 1,833.22 1 24.06 1,924.88 2 25.26 2,021.14 3 26.53 2,122.19 4 27.85 2,228.30 3404 MMCF BENEFITS MANAGER 0 55.60 4,447.78 1 58.38 4,670.16 2 61.30 4,903.68 3 64.36 5,148.87 4 67.58 5,406.31 2222 SM BUDGET AND ANALYSIS MANAGER 0 65.66 5,252.42 1 -- -- 2 -- -- 3 -- -- 4 79.80 6,384.35 4769 MM BUILDING INSPECTION MANAGER 0 52.98 4,238.77 1 55.63 4,450.71 2 58.42 4,673.24 3 61.34 4,906.91 4 64.40 5,152.26 4771 ACE BUILDING INSPECTOR I 0 32.96 2,637.13 1 34.61 2,768.99 2 36.34 2,907.44 3 38.16 3,052.82 4 40.07 3,205.45 4770 UCHR BUILDING INSPECTOR I (HOURLY) 0 32.96 -- 1 34.61 -- 2 36.34 -- 3 38.16 -- 4 40.07 -- Page 1047 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 8 of 71 4773 ACE BUILDING INSPECTOR II 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 4774 UCHR BUILDING INSPECTOR II (HOURLY) 0 36.26 -- 1 38.07 -- 2 39.98 -- 3 41.98 -- 4 44.08 -- 4775 ACE BUILDING INSPECTOR III 0 39.89 3,190.94 1 41.88 3,350.49 2 43.98 3,518.02 3 46.17 3,693.91 4 48.48 3,878.61 4705 SM BUILDING OFFICIAL 0 68.78 5,502.26 1 -- -- 2 75.84 6,067.23 3 79.63 6,370.60 4 83.60 6,688.04 6412 PROF BUILDING PROJECT MANAGER 0 46.65 3,731.76 1 48.98 3,918.34 2 51.43 4,114.25 3 54.00 4,319.97 4 56.70 4,535.97 6402 MM BUILDING SERVICES MANAGER 0 56.03 4,482.68 1 58.84 4,706.80 2 61.78 4,942.14 3 64.87 5,189.25 4 68.11 5,448.72 6669 ACE BUILDING SERVICES SUPERVISOR 0 31.87 2,549.71 1 33.47 2,677.20 2 35.14 2,811.06 3 36.90 2,951.61 4 38.74 3,099.20 Page 1048 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 9 of 71 4505 ACE BUSINESS LICENSE REPRESENTATIV 0 23.10 1,848.05 1 24.26 1,940.45 2 25.47 2,037.49 3 26.74 2,139.34 4 28.08 2,246.31 6444 ACE CARPENTER 0 28.77 2,301.23 1 30.20 2,416.28 2 31.71 2,537.10 3 33.30 2,663.95 4 34.96 2,797.16 3669 ACE CASHIER 0 19.50 1,560.04 1 20.48 1,638.04 2 21.50 1,719.95 3 22.57 1,805.94 4 23.70 1,896.24 3053 SM CHIEF INFO SEC OFFICER 0 58.85 4,708.27 1 -- -- 2 -- -- 3 -- -- 4 71.54 5,722.94 5001 EXEC CHIEF OF POLICE 0 104.34 8,347.44 1 -- -- 2 120.62 9,649.61 3 -- -- 4 126.83 10,146.41 2011 MMUC CHIEF OF STAFF 0 39.77 3,181.26 1 41.75 3,340.33 2 43.84 3,507.33 3 46.03 3,682.69 4 48.34 3,866.84 2400 CATY CITY ATTORNEY (ELECTED) 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 114.65 9,172.27 Page 1049 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 10 of 71 2435 CONF CITY ATTY INVESTIGATOR 0 33.97 2,717.34 1 35.67 2,853.20 2 37.45 2,995.86 3 39.32 3,145.65 4 41.29 3,302.94 2201 CCLK CITY CLERK 0 82.08 6,566.00 1 -- -- 2 -- -- 3 -- -- 4 99.71 7,977.16 2710 CMGR CITY MANAGER 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 159.02 12,721.25 5429 ACE CIVILIAN BCKGRND INVESTIGATOR 0 28.88 2,310.51 1 30.33 2,426.03 2 31.84 2,547.33 3 33.43 2,674.71 4 35.11 2,808.44 5431 UCHR CIVILIAN POLICE INVESTIGATOR 0 25.79 -- 1 27.08 -- 2 28.43 -- 3 29.85 -- 4 31.35 -- 0241 UCHR CLERICAL AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 4757 SM CODE ENFORCEMENT MANAGER 0 55.00 4,400.27 1 -- -- 2 60.64 4,851.30 3 63.67 5,093.87 4 66.86 5,348.56 Page 1050 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 11 of 71 4777 ACE CODE ENFORCEMENT OFFICER I 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 4778 UCHR CODE ENFORCEMENT OFFICER II 0 31.50 -- 1 33.07 -- 2 34.72 -- 3 36.46 -- 4 38.28 -- 4779 ACE CODE ENFORCEMENT OFFICER II 0 31.50 2,519.70 1 33.07 2,645.70 2 34.72 2,777.98 3 36.46 2,916.88 4 38.28 3,062.73 4789 ACE CODE ENFORCEMENT TECHNICIAN 0 24.90 1,991.86 1 26.14 2,091.46 2 27.45 2,196.03 3 28.82 2,305.84 4 30.26 2,421.12 3683 MM COLLECTIONS SUPERVISOR 0 39.80 3,184.37 1 41.80 3,343.60 2 43.88 3,510.76 3 46.08 3,686.32 4 48.38 3,870.63 2799 PRUC COMM/SPECL EVENTS COORD 0 43.09 3,447.11 1 45.24 3,619.47 2 47.51 3,800.45 3 49.88 3,990.48 4 52.38 4,190.00 2781 SM COMMUNICATIONS MGR 0 62.22 4,977.74 1 -- -- 2 63.98 5,118.15 3 73.08 5,846.16 4 75.63 6,050.48 Page 1051 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 12 of 71 2757 ACE COMMUNITY ENGAGEMENT SPEC 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 5141 ACE COMMUNITY SERVICES OFFICER 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 5142 UCHR COMMUNITY SERVICES OFFICER 0 24.07 -- 1 25.27 -- 2 26.53 -- 3 27.86 -- 4 29.25 -- 6201 UCHR CONSERV SPECIALIST I (HOURLY) 0 26.03 -- 1 27.33 -- 2 28.70 -- 3 30.13 -- 4 31.64 -- 6200 ACE CONSERVATION SPECIALIST I 0 26.03 2,082.39 1 27.33 2,186.53 2 28.70 2,295.87 3 30.13 2,410.63 4 31.64 2,531.17 6202 ACE CONSERVATION SPECIALIST II 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 6427 ACE CONSTRUCTION & REPAIR SUPV 0 40.72 3,257.50 1 42.75 3,420.37 2 44.89 3,591.39 3 47.14 3,770.96 4 49.49 3,959.52 Page 1052 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 13 of 71 2023 UCHR COUNCIL ASSISTANT 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 2003 CL COUNCILPERSON 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 30.27 2,421.48 5757 UCHR COVID SITE ASST 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 5101 MM CRIME LABORATORY MANAGER 0 51.54 4,123.54 1 54.12 4,329.71 2 56.83 4,546.21 3 59.67 4,773.51 4 62.65 5,012.19 5143 UCHR CSO (TEMPORARY APPOINTMENT) 0 24.07 -- 1 25.27 -- 2 26.53 -- 3 27.86 -- 4 29.25 -- 6667 ACE CUSTODIAL SUPERVISOR 0 26.43 2,114.23 1 27.75 2,219.95 2 29.14 2,330.95 3 30.59 2,447.50 4 32.12 2,569.88 6661 ACE CUSTODIAN 0 20.89 1,671.32 1 21.94 1,754.88 2 23.03 1,842.63 3 24.18 1,934.77 4 25.39 2,031.50 Page 1053 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 14 of 71 6662 UCHR CUSTODIAN 0 20.89 -- 1 21.94 -- 2 23.03 -- 3 24.18 -- 4 25.39 -- 7191 ACE DELIVERY DRIVER 0 19.82 1,585.46 1 20.81 1,664.74 2 21.85 1,747.98 3 22.94 1,835.38 4 24.09 1,927.15 5352 SM DEP DIR OF ANIMAL SERVICES 0 59.67 4,773.30 1 -- -- 2 -- -- 3 -- -- 4 72.52 5,801.97 4043 SM DEP DIRECTOR OF DEVLPMNT SVCS 0 75.38 6,030.69 1 -- -- 2 -- -- 3 -- -- 4 91.63 7,330.34 2212 SM DEP DIRECTOR, CITY CLERK SVCS 0 45.87 3,669.64 1 48.16 3,853.12 2 50.57 4,045.77 3 53.10 4,248.06 4 55.76 4,460.47 2410 PRUC DEPUTY CITY ATTORNEY I 0 62.76 5,020.75 1 65.90 5,271.79 2 69.19 5,535.37 3 72.65 5,812.15 4 76.28 6,102.75 2408 PRUC DEPUTY CITY ATTORNEY II 0 69.04 5,522.84 1 72.49 5,798.98 2 76.11 6,088.93 3 79.92 6,393.37 4 83.91 6,713.05 Page 1054 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 15 of 71 2411 SM DEPUTY CITY ATTORNEY III 0 75.94 6,075.13 1 79.74 6,378.88 2 83.72 6,697.83 3 87.91 7,032.73 4 92.30 7,384.36 2245 CONF DEPUTY CITY CLERK I 0 32.85 2,628.11 1 34.49 2,759.51 2 36.22 2,897.49 3 38.03 3,042.36 4 39.93 3,194.48 2243 CONF DEPUTY CITY CLERK II 0 36.14 2,890.92 1 37.94 3,035.46 2 39.84 3,187.24 3 41.83 3,346.60 4 43.92 3,513.93 2705 EXEC DEPUTY CITY MANAGER 0 106.62 8,529.82 1 -- -- 2 -- -- 3 -- -- 4 118.10 9,447.66 5505 SM DEPUTY FIRE CHIEF 0 76.49 6,118.97 1 -- -- 2 -- -- 3 -- -- 4 92.97 7,437.67 5130 MM DETENTION FACILITY MANAGER (T) 0 51.54 4,123.54 1 54.12 4,329.71 2 56.83 4,546.21 3 59.67 4,773.51 4 62.65 5,012.19 5137 ACE DETENTIONS OFFICER 0 28.88 2,310.51 1 30.33 2,426.03 2 31.84 2,547.33 3 33.43 2,674.71 4 35.11 2,808.44 Page 1055 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 16 of 71 5135 ACE DETENTIONS SUPERVISOR 0 33.21 2,657.09 1 34.87 2,789.94 2 36.62 2,929.44 3 38.45 3,075.92 4 40.37 3,229.71 4718 PROF DEVELOPMENT AUTOMATION SPEC 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 4025 SM DEVELOPMENT PROJECT MGR 0 71.29 5,703.54 1 74.86 5,988.72 2 78.60 6,288.16 3 82.53 6,602.57 4 86.66 6,932.69 4547 MM DEVELOPMENT SERVICES COUNTER M 0 49.72 3,977.81 1 52.21 4,176.69 2 54.82 4,385.54 3 57.56 4,604.81 4 60.44 4,835.05 4540 UCHR DEVELOPMENT SERVICES TECH I 0 24.59 -- 1 25.82 -- 2 27.12 -- 3 28.47 -- 4 29.89 -- 4542 ACE DEVELOPMENT SERVICES TECH I 0 24.59 1,967.54 1 25.82 2,065.90 2 27.11 2,169.19 3 28.47 2,277.66 4 29.89 2,391.55 4541 ACE DEVELOPMENT SERVICES TECH II 0 27.05 2,164.28 1 28.41 2,272.49 2 29.83 2,386.12 3 31.32 2,505.43 4 32.88 2,630.69 Page 1056 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 17 of 71 4544 UCHR DEVELOPMENT SERVICES TECH II 0 27.05 -- 1 28.41 -- 2 29.83 -- 3 31.32 -- 4 32.88 -- 4543 ACE DEVELOPMENT SERVICES TECH III 0 31.11 2,488.92 1 32.67 2,613.37 2 34.30 2,744.04 3 36.02 2,881.24 4 37.82 3,025.30 5249 ACE DIGITAL FORENSICS ANLYT I 0 33.84 2,707.49 1 35.54 2,842.86 2 37.31 2,985.00 3 39.18 3,134.25 4 41.14 3,290.97 5247 ACE DIGITAL FORENSICS ANLYT II 0 38.92 3,113.62 1 40.87 3,269.31 2 42.91 3,432.76 3 45.06 3,604.41 4 47.31 3,784.61 5245 ACE DIGITAL FORENSICS TECH I 0 26.75 2,140.30 1 28.09 2,247.32 2 29.50 2,359.69 3 30.97 2,477.68 4 32.52 2,601.55 5243 ACE DIGITAL FORENSICS TECH II 0 30.77 2,461.36 1 32.31 2,584.42 2 33.92 2,713.64 3 35.62 2,849.32 4 37.40 2,991.78 5350 EXEC DIR OF ANIMAL SERVICES 0 88.64 7,091.28 1 -- -- 2 -- -- 3 -- -- 4 107.74 8,619.50 Page 1057 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 18 of 71 4039 EXEC DIR OF DEVELOPMENT SERVICES 0 88.30 7,064.08 1 101.02 8,081.69 2 -- -- 3 -- -- 4 107.34 8,587.57 2734 EXEC DIR OF ECONOMIC DEVELOPMENT 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 6006 EXEC DIR OF ENGINEERING/CITY ENG 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 3601 EXEC DIR OF FINANCE 0 88.31 7,065.02 1 -- -- 2 -- -- 3 104.56 8,364.79 4 107.34 8,587.57 4301 EXEC DIR OF HOUSING & HOMELESS SVS 0 68.43 5,474.00 1 76.72 6,137.64 2 80.56 6,444.51 3 -- -- 4 83.17 6,653.68 3300 EXEC DIR OF HUMAN RESOURCES/RISK MG 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 3001 EXEC DIR OF INFO TECH SERVICES 0 83.99 6,719.12 1 -- -- 2 92.60 7,407.83 3 -- -- 4 102.09 8,167.43 Page 1058 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 19 of 71 7001 EXEC DIR OF LIBRARY SERVICES 0 83.99 6,719.12 1 88.19 7,055.08 2 92.60 7,407.83 3 97.23 7,778.22 4 102.09 8,167.43 7301 EXEC DIR OF PARKS & RECREATION 0 83.99 6,719.12 1 88.19 7,055.08 2 92.60 7,407.83 3 97.23 7,778.22 4 102.09 8,167.43 6320 EXEC DIR OF PUBLIC WORKS 0 88.31 7,065.02 1 -- -- 2 -- -- 3 99.65 7,971.65 4 107.34 8,587.57 7302 UCHR DIRECTOR OF PARKS & REC (HRLY) 0 83.99 -- 1 88.19 -- 2 92.60 -- 3 97.23 -- 4 102.09 -- 2720 SM ECONOMIC DEVELOPMENT MGR 0 67.87 5,429.25 1 71.26 5,700.72 2 74.82 5,985.75 3 78.56 6,285.04 4 82.49 6,599.29 2747 ACE ECONOMIC DEVELOPMENT SPEC I 0 31.45 2,516.35 1 33.03 2,642.18 2 34.68 2,774.28 3 36.41 2,912.99 4 38.23 3,058.65 2749 ACE ECONOMIC DEVELOPMENT SPEC II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 Page 1059 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 20 of 71 6438 ACE ELECTRICIAN 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 6492 ACE ELECTRONIC/EQUIPMENT INSTALLER 0 27.99 2,239.22 1 29.39 2,351.17 2 30.86 2,468.73 3 32.40 2,592.17 4 34.02 2,721.78 6475 ACE ELECTRONICS TECHNICIAN 0 33.87 2,709.45 1 35.56 2,844.92 2 37.34 2,987.18 3 39.21 3,136.53 4 41.17 3,293.34 6472 ACE ELECTRONICS TECHNICIAN SUPV 0 38.95 3,115.87 1 40.90 3,271.66 2 42.94 3,435.25 3 45.09 3,607.01 4 47.34 3,787.35 5560 SM EMERGENCY SERVICES MGR 0 51.21 4,096.74 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 5557 PROF EMS EDUCATOR 0 45.27 3,621.96 1 47.54 3,803.06 2 49.92 3,993.23 3 52.41 4,192.88 4 55.03 4,402.52 5567 PROF EMS NURSE COORDINATOR 0 54.33 4,346.36 1 57.05 4,563.66 2 59.90 4,791.86 3 62.89 5,031.45 4 66.04 5,283.01 Page 1060 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 21 of 71 5657 NIAF EMT (NON-SAFETY) - A 0 16.69 1 17.53 2 18.40 3 19.32 4 20.29 5659 NIAF EMT (NON-SAFETY) - C 0 26.71 1 28.04 2 29.44 3 30.92 4 32.46 5658 UCHR EMT (NON-SAFETY/HRLY) 0 16.69 -- 1 17.53 -- 2 18.40 -- 3 19.32 -- 4 20.29 -- 6081 ACE ENGINEERING TECHNICIAN I 0 28.66 2,293.16 1 30.10 2,407.82 2 31.60 2,528.21 3 33.18 2,654.63 4 34.84 2,787.37 6071 ACE ENGINEERING TECHNICIAN II 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 6129 ACE ENVIRONMENTAL HEALTH SPEC 0 37.91 3,032.73 1 39.80 3,184.37 2 41.79 3,343.59 3 43.88 3,510.74 4 46.08 3,686.31 6205 MM ENVIRONMENTAL SERVICES MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 Page 1061 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 22 of 71 6207 MM ENVIRONMENTAL SUSTNBILITY MGR 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 6505 MM EQUIPMENT MAINTENANCE MANAGER 0 42.54 3,403.38 1 44.67 3,573.54 2 46.90 3,752.23 3 49.25 3,939.84 4 51.71 4,136.83 6542 ACE EQUIPMENT MECHANIC 0 29.62 2,369.60 1 31.10 2,488.09 2 32.66 2,612.48 3 34.29 2,743.11 4 36.00 2,880.26 6361 ACE EQUIPMENT OPERATOR 0 30.33 2,426.77 1 31.85 2,548.11 2 33.44 2,675.51 3 35.12 2,809.28 4 36.87 2,949.74 0187 CONF EXECUTIVE SECRETARY 0 34.54 2,763.38 1 36.27 2,901.54 2 38.08 3,046.61 3 39.99 3,198.94 4 41.99 3,358.88 5270 CONF FA ACCOUNTING TECHNICIAN 0 29.22 2,337.78 1 30.68 2,454.67 2 32.22 2,577.40 3 33.83 2,706.27 4 35.52 2,841.58 5297 CONF FA ADMINSTRATIVE ANALYST I 0 32.10 2,567.72 1 33.70 2,696.13 2 35.39 2,830.90 3 37.16 2,972.46 4 39.01 3,121.08 Page 1062 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 23 of 71 5296 CONF FA ADMINSTRATIVE ANALYST II 0 35.31 2,824.49 1 37.07 2,965.71 2 38.93 3,114.00 3 40.87 3,269.71 4 42.91 3,433.19 5277 CONF FA ANALYST 0 24.53 1,962.16 1 25.75 2,060.27 2 27.04 2,163.29 3 28.39 2,271.45 4 29.81 2,385.03 5455 MMUC FA CYBER SECURITY PROG MGR 0 47.94 3,834.98 1 50.33 4,026.71 2 52.85 4,228.05 3 55.49 4,439.44 4 58.27 4,661.42 5465 SM FA DEPUTY DIRECTOR OF LECC 0 52.81 4,224.87 1 55.45 4,436.12 2 58.22 4,657.93 3 61.14 4,890.81 4 64.19 5,135.37 5463 SM FA DEPUTY EXECUTIVE DIRECTOR 0 65.51 5,240.61 1 -- -- 2 -- -- 3 -- -- 4 79.62 6,369.99 5274 SM FA DIRECTOR OF SD LECC 0 73.38 5,870.68 1 -- -- 2 -- -- 3 -- -- 4 89.20 7,135.85 5286 CONF FA EXECUTIVE ASSISTANT 0 31.42 2,513.89 1 32.99 2,639.59 2 34.64 2,771.58 3 36.38 2,910.14 4 38.20 3,055.66 Page 1063 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 24 of 71 5461 EXEC FA EXECUTIVE DIRECTOR 0 60.19 4,815.34 1 -- -- 2 -- -- 3 -- -- 4 73.16 5,853.08 5493 MMUC FA FINANCE MANAGER 0 60.56 4,844.87 1 63.59 5,087.11 2 66.77 5,341.47 3 70.11 5,608.54 4 73.61 5,888.97 5439 PRUC FA GEOSPATIAL INTEL ANALYST 0 45.71 3,656.96 1 48.00 3,839.82 2 50.40 4,031.81 3 52.92 4,233.40 4 55.56 4,445.07 5453 MMUC FA INFO SYSTEMS PROGRAM MGR 0 53.32 4,265.88 1 55.99 4,479.17 2 58.79 4,703.10 3 61.73 4,938.27 4 64.82 5,185.20 5485 CONF FA INTEL ANLYT 0 33.20 2,656.10 1 34.86 2,788.91 2 36.60 2,928.36 3 38.43 3,074.77 4 40.36 3,228.52 5491 SM FA IVDC-LECC EXEC DIRECTOR 0 63.70 5,095.72 1 -- -- 2 -- -- 3 -- -- 4 77.42 6,193.88 5440 MMUC FA LECC INFO TECH MANAGER 0 48.76 3,900.76 1 51.20 4,095.80 2 53.76 4,300.60 3 56.45 4,515.61 4 59.27 4,741.40 Page 1064 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 25 of 71 5278 CONF FA MANAGEMENT ASSISTANT 0 29.93 2,394.19 1 31.42 2,513.89 2 33.00 2,639.60 3 34.64 2,771.59 4 36.38 2,910.15 5443 PRUC FA MICROCOMPUTER SPECIALIST 0 39.64 3,171.58 1 41.63 3,330.14 2 43.71 3,496.64 3 45.89 3,671.49 4 48.19 3,855.05 5292 PRUC FA NETWORK ADMINISTRATOR I 0 39.90 3,191.81 1 41.89 3,351.40 2 43.99 3,518.97 3 46.19 3,694.92 4 48.50 3,879.68 5294 PRUC FA NETWORK ADMINISTRATOR II 0 43.89 3,511.00 1 46.08 3,686.56 2 48.39 3,870.88 3 50.81 4,064.43 4 53.35 4,267.65 5457 PRUC FA NETWORK ADMINISTRATOR III 0 46.23 3,698.00 1 48.54 3,882.90 2 50.96 4,077.03 3 53.51 4,280.89 4 56.19 4,494.94 5444 PRUC FA PROGRAM ANALYST 0 47.30 3,783.77 1 49.66 3,972.96 2 52.15 4,171.61 3 54.75 4,380.19 4 57.49 4,599.21 5451 CONF FA PROGRAM ASSISTANT 0 23.91 1,912.51 1 25.10 2,008.13 2 26.36 2,108.55 3 27.67 2,213.99 4 29.06 2,324.67 Page 1065 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 26 of 71 5452 PRUC FA PROGRAM ASSISTANT SUPV 0 34.40 2,751.96 1 36.12 2,889.56 2 37.93 3,034.04 3 39.82 3,185.75 4 41.81 3,345.02 5445 SM FA PROGRAM MANAGER 0 52.81 4,224.87 1 55.52 4,441.89 2 58.22 4,657.93 3 61.14 4,890.81 4 64.19 5,135.37 5497 MMUC FA PUBLIC-PRVT PART EXER MGR 0 49.59 3,967.22 1 52.07 4,165.58 2 54.67 4,373.84 3 57.41 4,592.55 4 60.28 4,822.18 5284 CONF FA RCFL NETWORK ENGINEER 0 38.53 3,082.34 1 40.46 3,236.45 2 42.48 3,398.28 3 44.60 3,568.19 4 46.83 3,746.59 5495 PRUC FA SENIOR FINANCIAL ANALYST 0 37.06 2,965.13 1 38.92 3,113.38 2 40.86 3,269.07 3 42.91 3,432.51 4 45.05 3,604.13 5483 PRUC FA SENIOR INTELLIGENCE ANALYST 0 39.03 3,122.58 1 40.98 3,278.73 2 43.03 3,442.66 3 45.18 3,614.79 4 47.44 3,795.52 5454 CONF FA SENIOR PROGRAM ASSISTANT 0 28.44 2,275.40 1 29.86 2,389.17 2 31.36 2,508.64 3 32.93 2,634.07 4 34.57 2,765.78 Page 1066 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 27 of 71 5477 CONF FA SENIOR SECRETARY 0 24.59 1,967.42 1 25.82 2,065.80 2 27.11 2,169.08 3 28.47 2,277.55 4 29.89 2,391.41 5489 PRUC FA SUP INTEL ANALYST I 0 42.94 3,434.85 1 45.08 3,606.60 2 47.34 3,786.92 3 49.70 3,976.27 4 52.19 4,175.08 5487 PRUC FA SUP INTEL ANALYST II 0 49.38 3,950.08 1 51.84 4,147.58 2 54.44 4,354.96 3 57.16 4,572.72 4 60.02 4,801.35 4051 SM FAC FINANCE MANAGER 0 51.21 4,096.73 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 6425 MM FACILITIES MANAGER 0 48.46 3,876.41 1 50.88 4,070.22 2 53.42 4,273.74 3 56.09 4,487.43 4 58.90 4,711.81 7471 ACE FIELD MAINTENANCE SPECIALIST 0 23.13 1,850.73 1 24.29 1,943.27 2 25.51 2,040.43 3 26.78 2,142.46 4 28.12 2,249.58 3623 SM FINANCE MGR 0 58.27 4,661.27 1 -- -- 2 -- -- 3 -- -- 4 70.82 5,665.80 Page 1067 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 28 of 71 3624 SM FINANCE MGR (CPA) 0 64.09 5,127.39 1 -- -- 2 -- -- 3 74.53 5,962.00 4 77.90 6,232.39 5511 IAFF FIRE BATTALION CHIEF - A 0 43.29 4,848.94 1 45.46 5,091.40 2 47.73 5,345.96 3 50.12 5,613.26 4 52.62 5,893.92 5513 IAFF FIRE BATTALION CHIEF - C 0 60.61 4,848.94 1 63.64 5,091.39 2 66.82 5,345.96 3 70.17 5,613.25 4 73.67 5,893.92 5584 UCHR FIRE CAPT - C (HOURLY) 0 48.94 -- 1 51.39 -- 2 53.95 -- 3 56.65 -- 4 59.49 -- 5583 IAFF FIRE CAPTAIN - A 0 34.96 3,915.11 1 36.70 4,110.85 2 38.54 4,316.40 3 40.47 4,532.21 4 42.49 4,758.81 5582 IAFF FIRE CAPTAIN - B 0 46.61 3,915.10 1 48.94 4,110.84 2 51.39 4,316.39 3 53.95 4,532.21 4 56.65 4,758.81 5581 IAFF FIRE CAPTAIN - C 0 48.94 3,915.10 1 51.39 4,110.84 2 53.95 4,316.38 3 56.65 4,532.21 4 59.49 4,758.81 Page 1068 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 29 of 71 5501 EXEC FIRE CHIEF 0 95.27 7,621.81 1 -- -- 2 112.93 9,034.41 3 -- -- 4 115.80 9,263.93 5507 MMUC FIRE DIVISION CHIEF 0 68.76 5,500.85 1 72.20 5,775.88 2 75.81 6,064.68 3 79.60 6,367.90 4 83.58 6,686.31 5603 IAFF FIRE ENGINEER - A 0 30.36 3,400.70 1 31.88 3,570.74 2 33.48 3,749.28 3 35.15 3,936.74 4 36.91 4,133.57 5601 IAFF FIRE ENGINEER - C 0 42.51 3,400.72 1 44.63 3,570.74 2 46.87 3,749.28 3 49.21 3,936.74 4 51.67 4,133.58 5536 UCHR FIRE INSPECTOR 0 35.08 -- 1 36.84 -- 2 38.68 -- 3 40.61 -- 4 42.64 -- 5530 IAFF FIRE INSPECTOR/INVESTIGATOR I 0 35.08 2,806.70 1 36.84 2,947.04 2 38.68 3,094.40 3 40.61 3,249.12 4 42.64 3,411.57 5531 IAFF FIRE INSPECTOR/INVESTIGATOR II 0 38.59 3,087.36 1 40.52 3,241.73 2 42.55 3,403.82 3 44.68 3,574.00 4 46.91 3,752.70 Page 1069 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 30 of 71 5555 ACE FIRE INVENTORY SPECIALIST 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 5533 UCHR FIRE PREVENTION AIDE 0 15.57 -- 1 16.34 -- 2 17.16 -- 3 18.02 -- 4 18.92 -- 5528 IAFF FIRE PREVENTION ENG/INVSTGTR 0 46.55 3,723.73 1 48.87 3,909.92 2 51.32 4,105.41 3 53.88 4,310.69 4 56.58 4,526.22 5537 ACE FIRE PREVENTION SPECIALIST 0 27.05 2,164.28 1 28.41 2,272.49 2 29.83 2,386.12 3 31.32 2,505.43 4 32.96 2,637.00 5625 ACE FIRE RECRUIT 0 25.73 2,058.77 1 27.02 2,161.71 2 28.37 2,269.80 3 29.79 2,383.29 4 31.28 2,502.46 5623 IAFF FIREFIGHTER - A 0 25.18 2,820.52 1 26.44 2,961.55 2 27.76 3,109.62 3 29.15 3,265.11 4 30.61 3,428.34 5621 IAFF FIREFIGHTER - C 0 35.26 2,820.52 1 37.02 2,961.55 2 38.87 3,109.62 3 40.81 3,265.10 4 42.85 3,428.36 Page 1070 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 31 of 71 5613 IAFF FIREFIGHTER/PARAMEDIC - A 0 28.96 3,243.60 1 30.41 3,405.79 2 31.93 3,576.07 3 33.53 3,754.87 4 35.20 3,942.60 5612 IAFF FIREFIGHTER/PARAMEDIC - B 0 38.61 3,243.59 1 40.55 3,405.78 2 42.57 3,576.07 3 44.70 3,754.86 4 46.94 3,942.62 5611 IAFF FIREFIGHTER/PARAMEDIC - C 0 40.55 3,243.60 1 42.57 3,405.78 2 44.70 3,576.07 3 46.94 3,754.86 4 49.28 3,942.62 0216 PRCF FISCAL AND MANAGEMENT ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 3627 MMCF FISCAL DEBT MGMT ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 0169 ACE FISCAL OFFICE SPECIALIST 0 21.34 1,707.28 1 22.41 1,792.65 2 23.53 1,882.27 3 24.70 1,976.37 4 25.94 2,075.20 0170 UCHR FISCAL OFFICE SPECIALIST 0 21.34 -- 1 22.41 -- 2 23.53 -- 3 24.70 -- 4 25.94 -- Page 1071 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 32 of 71 3610 PROF FISCAL SERVICES ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 6513 ACE FLEET INVENTORY CONTROL SPEC 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 6501 MM FLEET MANAGER 0 47.26 3,780.79 1 49.62 3,969.83 2 52.10 4,168.32 3 54.71 4,376.74 4 57.44 4,595.56 6507 ACE FLEET SUPERVISOR 0 38.11 3,048.85 1 40.02 3,201.29 2 42.02 3,361.36 3 44.12 3,529.43 4 46.32 3,705.90 5114 ACE FORENSICS SPECIALIST 0 33.84 2,707.48 1 35.54 2,842.85 2 37.31 2,985.03 3 39.18 3,134.26 4 41.14 3,290.97 5759 UCHR FUELS MODULE CREWMEMBER 0 19.32 -- 1 20.29 -- 2 -- -- 3 -- -- 4 -- -- 3075 ACE GIS ANALYST 0 34.42 2,753.99 1 36.15 2,891.69 2 37.95 3,036.28 3 39.85 3,188.09 4 41.84 3,347.50 Page 1072 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 33 of 71 3079 MM GIS MANAGER 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 3077 ACE GIS TECHNICIAN 0 29.33 2,346.61 1 30.80 2,463.94 2 32.34 2,587.13 3 33.96 2,716.49 4 35.65 2,852.32 2775 ACE GRAPHIC DESIGNER 0 30.19 2,415.33 1 31.70 2,536.09 2 33.29 2,662.89 3 34.95 2,796.05 4 36.70 2,935.83 4321 MM HOMELESS SERVICES MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 4311 MM HOUSING MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 3310 PRCF HUMAN RESOURCES ANALYST 0 37.96 3,036.47 1 39.85 3,188.29 2 41.85 3,347.72 3 43.94 3,515.10 4 46.14 3,690.85 3312 UCHR HUMAN RESOURCES ANALYST 0 37.96 -- 1 39.85 -- 2 41.85 -- 3 43.94 -- 4 46.14 -- Page 1073 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 34 of 71 3331 SM HUMAN RESOURCES MANAGER 0 62.02 4,961.70 1 -- -- 2 -- -- 3 -- -- 4 75.38 6,030.73 3332 UCHR HUMAN RESOURCES MANAGER 0 62.02 -- 1 -- -- 2 -- -- 3 -- -- 4 75.38 -- 3315 CONF HUMAN RESOURCES TECHNICIAN 0 27.49 2,199.08 1 28.86 2,309.04 2 30.31 2,424.49 3 31.82 2,545.71 4 33.41 2,673.00 6430 ACE HVAC TECHNICIAN 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 5104 SM INFO TECHNOLOGY MANAGER 0 59.61 4,768.93 1 -- -- 2 64.58 5,166.01 3 67.80 5,424.31 4 71.54 5,722.94 3033 SM INFO TECHNOLOGY PROJ MANAGER 0 58.62 4,689.88 1 -- -- 2 65.37 5,229.24 3 68.63 5,490.70 4 71.26 5,700.58 3055 PROF INFO TECHNOLOGY SEC ANALYST 0 50.03 4,002.03 1 52.53 4,202.12 2 55.15 4,412.23 3 57.91 4,632.84 4 60.81 4,864.48 Page 1074 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 35 of 71 3017 ACE INFO TECHNOLOGY TECHNICIAN 0 29.62 2,369.60 1 31.10 2,488.09 2 32.66 2,612.48 3 34.29 2,743.11 4 36.00 2,880.26 3018 UCHR INFO TECHNOLOGY TECHNICIAN 0 29.62 -- 1 31.10 -- 2 32.66 -- 3 34.29 -- 4 36.00 -- 0269 UCHR INTERN - GRADUATE 0 17.60 -- 1 18.48 -- 2 19.40 -- 3 20.37 -- 4 21.39 -- 0267 UCHR INTERN - UNDERGRADUATE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 4480 PROF LANDSCAPE ARCHITECT 0 43.20 3,455.87 1 45.36 3,628.66 2 47.63 3,810.09 3 50.01 4,000.59 4 52.51 4,200.63 6291 ACE LANDSCAPE INSPECTOR 0 36.26 2,900.86 1 38.07 3,045.91 2 39.98 3,198.20 3 41.98 3,358.12 4 44.08 3,526.02 4482 ACE LANDSCAPE PLANNER I 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 Page 1075 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 36 of 71 4483 ACE LANDSCAPE PLANNER II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5111 ACE LATENT PRINT EXAMINER 0 38.92 3,113.62 1 40.87 3,269.31 2 42.91 3,432.76 3 45.06 3,604.41 4 47.31 3,784.61 2465 MMUC LAW OFFICE MANAGER 0 39.72 3,177.69 1 41.71 3,336.59 2 43.79 3,503.41 3 45.98 3,678.60 4 48.28 3,862.53 6663 ACE LEAD CUSTODIAN 0 22.98 1,838.47 1 24.13 1,930.38 2 25.34 2,026.92 3 26.60 2,128.26 4 27.93 2,234.67 0183 CONF LEGAL ASSISTANT 0 28.83 2,306.40 1 30.27 2,421.72 2 31.79 2,542.81 3 33.37 2,669.94 4 35.04 2,803.43 7075 ACE LIBRARIAN I 0 29.05 2,324.39 1 30.51 2,440.61 2 32.03 2,562.64 3 33.63 2,690.77 4 35.32 2,825.31 7076 UCHR LIBRARIAN I 0 29.05 -- 1 30.51 -- 2 32.03 -- 3 33.63 -- 4 35.32 -- Page 1076 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 37 of 71 7073 ACE LIBRARIAN II 0 31.96 2,556.82 1 33.56 2,684.67 2 35.24 2,818.90 3 37.00 2,959.85 4 38.85 3,107.84 7071 ACE LIBRARIAN III 0 35.16 2,812.51 1 36.91 2,953.14 2 38.76 3,100.79 3 40.70 3,255.83 4 42.73 3,418.63 7181 UCHR LIBRARY AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 7157 ACE LIBRARY ASSISTANT 0 19.69 1,575.16 1 20.67 1,653.93 2 21.71 1,736.61 3 22.79 1,823.44 4 23.93 1,914.63 7091 ACE LIBRARY ASSOCIATE 0 24.89 1,990.83 1 26.13 2,090.36 2 27.44 2,194.89 3 28.81 2,304.64 4 30.25 2,419.88 7092 UCHR LIBRARY ASSOCIATE 0 24.89 -- 1 26.13 -- 2 27.44 -- 3 28.81 -- 4 30.25 -- 7025 MM LIBRARY DIGITAL SERVICES MGR 0 46.96 3,757.01 1 49.31 3,944.85 2 51.78 4,142.08 3 54.37 4,349.20 4 57.08 4,566.66 Page 1077 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 38 of 71 7029 MM LIBRARY OPERATIONS MANAGER 0 54.03 4,322.50 1 56.73 4,538.63 2 59.57 4,765.55 3 62.55 5,003.83 4 65.68 5,254.02 7121 ACE LIBRARY TECHNICIAN 0 22.64 1,811.44 1 23.78 1,902.02 2 24.96 1,997.13 3 26.21 2,096.98 4 27.52 2,201.82 7587 UCHR LIFEGUARD I 0 16.75 -- 1 17.59 -- 2 18.47 -- 3 19.39 -- 4 20.36 -- 7585 UCHR LIFEGUARD II 0 18.43 -- 1 19.35 -- 2 20.32 -- 3 21.33 -- 4 22.40 -- 6443 ACE LOCKSMITH 0 28.77 2,301.23 1 30.20 2,416.28 2 31.71 2,537.10 3 33.30 2,663.95 4 34.96 2,797.16 6377 ACE MAINTENANCE WORKER I 0 21.65 1,731.97 1 22.73 1,818.56 2 23.87 1,909.49 3 25.06 2,004.97 4 26.32 2,105.22 6379 UCHR MAINTENANCE WORKER I 0 21.65 -- 1 22.73 -- 2 23.87 -- 3 25.06 -- 4 26.32 -- Page 1078 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 39 of 71 6373 ACE MAINTENANCE WORKER II 0 23.81 1,905.16 1 25.01 2,000.41 2 26.26 2,100.45 3 27.57 2,205.46 4 28.95 2,315.73 0228 CONF MANAGEMENT ANALYST I 0 32.70 2,616.31 1 34.34 2,747.12 2 36.06 2,884.48 3 37.86 3,028.72 4 39.75 3,180.14 0229 ACE MANAGEMENT ANALYST I 0 32.70 2,616.31 1 34.34 2,747.12 2 36.06 2,884.48 3 37.86 3,028.72 4 39.75 3,180.14 0224 CONF MANAGEMENT ANALYST II 0 35.97 2,877.94 1 37.77 3,021.84 2 39.66 3,172.92 3 41.64 3,331.57 4 43.73 3,498.14 0227 ACE MANAGEMENT ANALYST II 0 35.97 2,877.94 1 37.77 3,021.84 2 39.66 3,172.92 3 41.64 3,331.57 4 43.73 3,498.14 2001 MY MAYOR 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 75.67 6,053.70 6550 ACE MECHANIC ASSISTANT 0 23.20 1,856.34 1 24.36 1,949.15 2 25.58 2,046.61 3 26.86 2,148.94 4 28.20 2,256.38 Page 1079 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 40 of 71 0230 UCHR MGMT ANALYST I (HOURLY) 0 32.70 -- 1 34.34 -- 2 36.06 -- 3 37.86 -- 4 39.75 -- 5571 PROF MULTIMEDIA DESIGNER 0 35.62 2,849.89 1 37.40 2,992.39 2 39.28 3,142.00 3 41.24 3,299.10 4 43.30 3,464.05 5569 ACE MULTIMEDIA PRODUCTON SPCLST 0 29.06 2,324.96 1 30.52 2,441.20 2 32.04 2,563.27 3 33.64 2,691.43 4 35.33 2,826.00 0160 UCHR OFFICE SPECIALIST 0 20.32 -- 1 21.34 -- 2 22.41 -- 3 23.53 -- 4 24.70 -- 0161 ACE OFFICE SPECIALIST 0 20.32 1,625.95 1 21.34 1,707.25 2 22.41 1,792.62 3 23.53 1,882.24 4 24.70 1,976.34 0162 ACE OFFICE SPECIALIST-MAYOR 0 20.32 1,625.95 1 21.34 1,707.25 2 22.41 1,792.62 3 23.53 1,882.24 4 24.70 1,976.34 6311 ACE OPEN SPACE INSPECTOR 0 36.26 2,900.86 1 38.07 3,045.91 2 39.98 3,198.20 3 41.98 3,358.12 4 44.08 3,526.02 Page 1080 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 41 of 71 6302 MM OPEN SPACE MANAGER 0 45.81 3,664.72 1 48.10 3,847.96 2 50.50 4,040.36 3 53.03 4,242.37 4 55.68 4,454.50 3025 MM OPERATIONS AND TELECOMM MGR 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 6434 ACE PAINTER 0 27.46 2,196.64 1 28.83 2,306.46 2 30.27 2,421.78 3 31.79 2,542.88 4 33.38 2,670.02 2475 CONF PARALEGAL 0 30.94 2,475.11 1 32.49 2,598.85 2 34.11 2,728.81 3 35.82 2,865.25 4 37.61 3,008.51 2476 UCHR PARALEGAL 0 30.94 -- 1 32.49 -- 2 34.11 -- 3 35.82 -- 4 37.61 -- 5655 NIAF PARAMEDIC (NON-SAFETY) - A 0 21.43 1 22.50 2 23.63 3 24.81 4 26.05 5653 NIAF PARAMEDIC (NON-SAFETY) - C 0 34.29 1 36.01 2 37.81 3 39.70 4 41.68 Page 1081 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 42 of 71 5656 UCHR PARAMEDIC (NS/HRLY) 0 21.43 -- 1 22.50 -- 2 23.63 -- 3 24.81 -- 4 26.05 -- 5654 NIAF PARAMEDIC RECRUIT (NS) 0 -- 1 -- 2 -- 3 -- 4 19.08 7434 UCHR PARK RANGER 0 16.54 -- 1 17.37 -- 2 18.24 -- 3 19.15 -- 4 20.11 -- 7431 PROF PARK RANGER PROGRAM MANAGER 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 7441 ACE PARK RANGER SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 5154 ACE PARKING ENFORCEMENT OFFICER 0 21.88 1,750.39 1 22.97 1,837.91 2 24.12 1,929.81 3 25.33 2,026.29 4 26.60 2,127.61 3693 ACE PARKING METER TECHNICIAN 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 Page 1082 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 43 of 71 6619 ACE PARKS MAINT WORKER I 0 21.65 1,731.97 1 22.73 1,818.56 2 23.87 1,909.49 3 25.06 2,004.97 4 26.32 2,105.22 6620 UCHR PARKS MAINT WORKER I (HOURLY) 0 21.65 -- 1 22.73 -- 2 23.87 -- 3 25.06 -- 4 26.32 -- 6617 ACE PARKS MAINT WORKER II 0 23.81 1,905.16 1 25.01 2,000.41 2 26.26 2,100.45 3 27.57 2,205.46 4 28.95 2,315.73 6604 MM PARKS MANAGER 0 45.81 3,664.99 1 48.10 3,848.23 2 50.51 4,040.64 3 53.03 4,242.67 4 55.68 4,454.79 6605 ACE PARKS SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 3665 CONF PAYROLL SPECIALIST 0 29.00 2,320.01 1 30.45 2,436.01 2 31.97 2,557.81 3 33.57 2,685.70 4 35.25 2,819.99 3663 CONF PAYROLL SUPERVISOR 0 34.32 2,745.97 1 36.04 2,883.28 2 37.84 3,027.44 3 39.74 3,178.81 4 41.72 3,337.76 Page 1083 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 44 of 71 3663 MMCF PAYROLL SUPERVISOR 0 41.31 3,305.19 1 43.38 3,470.45 2 45.55 3,643.96 3 47.83 3,826.17 4 50.22 4,017.47 5061 POA PEACE OFFICER 0 46.04 3,683.35 1 48.34 3,867.51 2 50.76 4,060.88 3 53.30 4,263.92 4 55.96 4,477.12 5 58.76 4,700.98 4731 MM PLAN CHECK SUPERVISOR 0 52.91 4,232.71 1 55.55 4,444.34 2 58.33 4,666.56 3 61.25 4,899.89 4 64.31 5,144.86 4753 ACE PLAN CHECK TECHNICIAN 0 31.53 2,522.49 1 33.11 2,648.61 2 34.76 2,781.04 3 36.50 2,920.10 4 38.33 3,066.10 4727 SM PLANNING MANAGER 0 65.84 5,267.04 1 -- -- 2 71.04 5,683.21 3 74.59 5,967.37 4 79.43 6,354.08 4527 ACE PLANNING TECHNICIAN 0 25.91 2,072.61 1 27.20 2,176.21 2 28.56 2,285.02 3 29.99 2,399.28 4 31.49 2,519.25 Page 1084 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 45 of 71 6432 ACE PLUMBER 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 5219 UCHR POL WELLNESS COORDINATOR 0 45.92 -- 1 48.21 -- 2 50.62 -- 3 53.15 -- 4 55.81 -- 5025 SM POLICE ADMIN SVCS ADMINISTRATR 0 60.47 4,837.81 1 -- -- 2 -- -- 3 -- -- 4 73.50 5,880.19 5051 POA POLICE AGENT 0 50.70 4,055.95 1 53.23 4,258.75 2 55.90 4,471.68 3 58.69 4,695.25 4 61.63 4,930.01 5 64.71 5,176.52 5022 SM POLICE CAPTAIN 0 83.33 6,666.26 1 -- -- 2 -- -- 3 -- -- 4 101.28 8,102.56 5258 ACE POLICE COMM RELATIONS SPEC 0 27.68 2,214.24 1 29.06 2,324.96 2 30.52 2,441.20 3 32.04 2,563.27 4 33.64 2,691.43 Page 1085 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 46 of 71 5185 MM POLICE COMMUNICATIONS SYS MGR 0 56.21 4,496.58 1 59.02 4,721.41 2 61.97 4,957.48 3 65.07 5,205.35 4 68.32 5,465.62 5187 UCHR POLICE DISPATCH CALLTAKER 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 5180 UCHR POLICE DISPATCHER 0 33.83 -- 1 35.52 -- 2 37.30 -- 3 39.16 -- 4 41.12 -- 5181 ACE POLICE DISPATCHER 0 33.83 2,706.46 1 35.52 2,841.79 2 37.30 2,983.88 3 39.16 3,133.06 4 41.12 3,289.71 5183 ACE POLICE DISPATCHER SUPERVISOR 0 39.81 3,185.16 1 41.81 3,344.42 2 43.90 3,511.64 3 46.09 3,687.22 4 48.39 3,871.58 5179 ACE POLICE DISPATCHER TRAINEE 0 30.76 2,460.42 1 32.29 2,583.45 2 33.91 2,712.61 3 35.60 2,848.24 4 37.38 2,990.65 5191 ACE POLICE FACILITY & SUPPLY COORD 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 Page 1086 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 47 of 71 5031 POA POLICE LIEUTENANT 0 69.99 5,599.09 1 73.49 5,879.04 2 77.16 6,172.99 3 81.02 6,481.66 4 85.07 6,805.74 5 89.33 7,146.03 5203 ACE POLICE RECORDS & SUPPORT SUPV 0 27.40 2,191.79 1 28.77 2,301.38 2 30.21 2,416.45 3 31.72 2,537.27 4 33.30 2,664.14 0165 ACE POLICE RECORDS SPECIALIST 0 20.72 1,657.31 1 21.75 1,740.17 2 22.84 1,827.18 3 23.98 1,918.54 4 25.18 2,014.47 0166 UCHR POLICE RECORDS SPECIALIST 0 20.72 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5071 ACE POLICE RECRUIT 0 32.89 2,631.19 1 34.53 2,762.73 2 36.26 2,900.86 3 38.07 3,045.91 4 39.98 3,198.20 5041 POA POLICE SERGEANT 0 58.32 4,665.56 1 61.24 4,898.84 2 64.30 5,143.79 3 67.51 5,400.97 4 70.89 5,671.02 5 74.43 5,954.57 Page 1087 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 48 of 71 5415 ACE POLICE SERVICES TECHNICIAN 0 26.08 2,086.79 1 27.39 2,191.13 2 28.76 2,300.70 3 30.20 2,415.72 4 31.71 2,536.52 5207 UCHR POLICE SUPPORT SERVICES AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 5205 MM POLICE SUPPORT SERVICES MGR 0 46.90 3,751.61 1 49.24 3,939.19 2 51.70 4,136.15 3 54.29 4,342.95 4 57.00 4,560.10 5209 MM POLICE TECHNOLOGY MANAGER 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 5107 ACE POLICE TECHNOLOGY SPECIALIST 0 41.24 3,299.07 1 43.30 3,464.02 2 45.47 3,637.23 3 47.74 3,819.08 4 50.13 4,010.04 2013 PRUC POLICY AIDE 0 31.76 2,540.66 1 33.35 2,667.69 2 35.01 2,801.06 3 36.76 2,941.12 4 38.60 3,088.19 3629 MMCF PRINCIPAL ACCOUNTANT 0 46.49 3,718.96 1 48.81 3,904.91 2 51.25 4,100.14 3 53.81 4,305.15 4 56.51 4,520.40 Page 1088 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 49 of 71 6021 MM PRINCIPAL CIVIL ENGINEER 0 70.63 5,650.63 1 74.16 5,933.17 2 77.87 6,229.82 3 81.77 6,541.33 4 85.85 6,868.39 2724 MM PRINCIPAL ECON DEV SPECIALIST 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 3305 MMCF PRINCIPAL HR ANALYST 0 50.20 4,015.74 1 52.71 4,216.53 2 55.34 4,427.36 3 58.11 4,648.72 4 61.01 4,881.16 4486 MM PRINCIPAL LANDSCAPE ARCHITECT 0 54.00 4,320.22 1 56.70 4,536.24 2 59.54 4,763.05 3 62.52 5,001.21 4 65.64 5,251.26 7051 MM PRINCIPAL LIBRARIAN 0 46.96 3,757.01 1 49.31 3,944.85 2 51.78 4,142.08 3 54.37 4,349.20 4 57.08 4,566.66 0208 PROF PRINCIPAL MANAGEMENT ANALYST 0 49.14 3,930.93 1 51.59 4,127.48 2 54.17 4,333.85 3 56.88 4,550.55 4 59.73 4,778.08 0214 PRCF PRINCIPAL MANAGEMENT ANALYST 0 49.14 3,930.93 1 51.59 4,127.48 2 54.17 4,333.85 3 56.88 4,550.55 4 59.73 4,778.08 Page 1089 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 50 of 71 0209 UCHR PRINCIPAL MGMT ANALYST (HRLY) 0 49.14 -- 1 51.59 -- 2 54.17 -- 3 56.88 -- 4 59.73 -- 4431 MM PRINCIPAL PLANNER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 4212 PROF PRINCIPAL PROJECT COORDINATOR 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 7410 MM PRINCIPAL RECREATION MANAGER 0 47.23 3,778.54 1 49.59 3,967.47 2 52.07 4,165.84 3 54.68 4,374.13 4 57.41 4,592.84 6020 MM PRINCIPAL TRAFFIC ENGINEER 0 70.63 5,650.63 1 74.16 5,933.17 2 77.87 6,229.82 3 81.77 6,541.33 4 85.85 6,868.39 3717 MM PROCUREMENT SERVICES ANALYST 0 46.50 3,720.20 1 48.83 3,906.20 2 51.27 4,101.51 3 53.83 4,306.58 4 56.52 4,521.92 3721 ACE PROCUREMENT SPECIALIST 0 32.05 2,564.08 1 33.65 2,692.27 2 35.34 2,826.87 3 37.10 2,968.23 4 38.96 3,116.64 Page 1090 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 51 of 71 3090 PROF PROGRAMMER ANALYST 0 41.87 3,349.88 1 43.97 3,517.37 2 46.17 3,693.25 3 48.47 3,877.91 4 50.90 4,071.80 4217 ACE PROJECT COORDINATOR I 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 4215 ACE PROJECT COORDINATOR II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5127 ACE PROPERTY & EVIDENCE SPECIALIST 0 22.92 1,833.22 1 24.06 1,924.88 2 25.26 2,021.14 3 26.53 2,122.19 4 27.85 2,228.30 5121 ACE PROPERTY & EVIDENCE SUPERVISOR 0 30.31 2,424.43 1 31.82 2,545.67 2 33.41 2,672.94 3 35.08 2,806.60 4 36.84 2,946.92 2784 UCHR PUBLIC INFO SPECIALIST (HRLY) 0 32.26 -- 1 33.88 -- 2 35.57 -- 3 37.35 -- 4 39.22 -- 2782 CONF PUBLIC INFORMATION SPECIALIST 0 32.26 2,581.14 1 33.88 2,710.22 2 35.57 2,845.70 3 37.35 2,988.00 4 39.22 3,137.40 Page 1091 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 52 of 71 2783 ACE PUBLIC INFORMATION SPECIALIST 0 32.26 2,581.14 1 33.88 2,710.22 2 35.57 2,845.70 3 37.35 2,988.00 4 39.22 3,137.40 5254 ACE PUBLIC SAFETY ANALYST 0 35.31 2,824.49 1 37.07 2,965.71 2 38.93 3,114.00 3 40.87 3,269.71 4 42.91 3,433.19 5256 UCHR PUBLIC SAFETY ANALYST 0 35.31 -- 1 37.07 -- 2 38.93 -- 3 40.87 -- 4 42.91 -- 6123 ACE PUBLIC WORKS INSPECTOR I 0 32.96 2,637.16 1 34.61 2,769.00 2 36.34 2,907.46 3 38.16 3,052.83 4 40.07 3,205.47 6121 ACE PUBLIC WORKS INSPECTOR II 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 6336 MM PUBLIC WORKS MANAGER 0 48.15 3,851.61 1 50.55 4,044.19 2 53.08 4,246.40 3 55.73 4,458.73 4 58.52 4,681.66 6712 ACE PUBLIC WORKS SPECIALIST 0 26.28 2,102.08 1 27.59 2,207.17 2 28.97 2,317.52 3 30.42 2,433.40 4 31.94 2,555.09 Page 1092 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 53 of 71 6327 SM PUBLIC WORKS SUPERINTENDENT 0 60.54 4,843.42 1 63.57 5,085.58 2 66.75 5,339.87 3 70.09 5,606.86 4 73.59 5,887.21 6337 ACE PUBLIC WORKS SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 6392 ACE PUMP MAINTENANCE SUPERVISOR 0 35.61 2,848.91 1 37.39 2,991.37 2 39.26 3,140.92 3 41.22 3,297.97 4 43.29 3,462.87 6396 ACE PUMP MAINTENANCE TECHNICIAN 0 30.97 2,477.31 1 32.51 2,601.18 2 34.14 2,731.23 3 35.85 2,867.79 4 37.64 3,011.18 3711 SM PURCHASING AGENT 0 57.34 4,587.55 1 -- -- 2 -- -- 3 -- -- 4 69.70 5,576.19 5417 ACE RANGE MASTER 0 26.47 2,117.97 1 27.80 2,223.87 2 29.19 2,335.06 3 30.65 2,451.81 4 32.18 2,574.41 6037 MMUC REAL PROPERTY MANAGER 0 53.41 4,272.86 1 56.08 4,486.50 2 58.89 4,710.83 3 61.83 4,946.37 4 64.92 5,193.69 Page 1093 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 54 of 71 2211 MM RECORDS MANAGER 0 41.56 3,324.56 1 43.63 3,490.79 2 45.82 3,665.32 3 48.11 3,848.59 4 50.51 4,041.02 2217 ACE RECORDS SPECIALIST 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 7605 UCHR RECREATION AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 7603 UCHR RECREATION LEADER 0 18.40 -- 1 19.32 -- 2 20.29 -- 3 21.30 -- 4 22.37 -- 7601 UCHR RECREATION SPECIALIST 0 22.08 -- 1 23.18 -- 2 24.34 -- 3 25.56 -- 4 26.84 -- 7425 ACE RECREATION SUPERVISOR I 0 26.66 2,132.89 1 27.99 2,239.53 2 29.39 2,351.52 3 30.86 2,469.09 4 32.41 2,592.54 7426 UCHR RECREATION SUPERVISOR I 0 26.66 -- 1 27.99 -- 2 29.39 -- 3 30.86 -- 4 32.41 -- Page 1094 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 55 of 71 7423 ACE RECREATION SUPERVISOR II 0 29.33 2,346.18 1 30.79 2,463.49 2 32.33 2,586.66 3 33.95 2,716.00 4 35.65 2,851.80 7422 ACE RECREATION SUPERVISOR III 0 33.73 2,698.11 1 35.41 2,833.02 2 37.18 2,974.67 3 39.04 3,123.39 4 40.99 3,279.56 2742 ACE RECYCLING SPECIALIST I 0 26.03 2,082.39 1 27.33 2,186.51 2 28.70 2,295.85 3 30.13 2,410.62 4 31.64 2,531.16 2744 ACE RECYCLING SPECIALIST II 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 5307 ACE REGISTERED VETERINARY TECH 0 24.86 1,988.48 1 26.10 2,087.90 2 27.40 2,192.30 3 28.77 2,301.93 4 30.21 2,417.03 5312 UCHR REGISTERED VETERINARY TECH 0 24.86 -- 1 26.10 -- 2 27.40 -- 3 28.77 -- 4 30.21 -- 5081 UCHR RESERVE OFFICER 0 14.24 -- 1 14.95 -- 2 15.69 -- 3 -- -- 4 -- -- Page 1095 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 56 of 71 9903 UCHR RET ANNT - HOMELESS SOL COORD 0 37.77 -- 1 39.66 -- 2 41.64 -- 3 43.72 -- 4 45.91 -- 3689 SM REVENUE MANAGER 0 58.27 4,661.27 1 -- -- 2 66.85 5,348.08 3 -- -- 4 70.82 5,665.80 3367 PRCF RISK MANAGEMENT SPECIALIST 0 39.63 3,170.42 1 41.61 3,328.94 2 43.69 3,495.40 3 45.88 3,670.17 4 48.17 3,853.67 3368 UCHR RISK MGMT SPECIALIST (HOURLY) 0 39.63 -- 1 41.61 -- 2 43.69 -- 3 45.88 -- 4 48.17 -- 0231 UCHR SEASONAL ASSISTANT 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 0171 ACE SECRETARY 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 3630 MMCF SENIOR ACCOUNTANT 0 41.88 3,350.19 1 43.97 3,517.70 2 46.17 3,693.57 3 48.48 3,878.26 4 50.90 4,072.17 Page 1096 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 57 of 71 3651 ACE SENIOR ACCOUNTING ASSISTANT 0 26.57 2,125.24 1 27.89 2,231.50 2 29.29 2,343.09 3 30.75 2,460.26 4 32.29 2,583.26 0185 ACE SENIOR ADMIN SECRETARY 0 31.40 2,512.16 1 32.97 2,637.76 2 34.62 2,769.66 3 36.35 2,908.11 4 38.17 3,053.53 5345 ACE SENIOR ANIMAL CARE SPECIALIST 0 23.82 1,905.62 1 25.01 2,000.91 2 26.26 2,100.95 3 27.58 2,206.00 4 28.95 2,316.29 3089 PROF SENIOR APPLICATION SUPP SPEC 0 46.39 3,710.91 1 48.71 3,896.47 2 51.14 4,091.28 3 53.70 4,295.86 4 56.38 4,510.65 2403 SM SENIOR ASSISTANT CITY ATTORNEY 0 85.62 6,849.40 1 89.90 7,191.87 2 94.39 7,551.47 3 99.11 7,929.04 4 104.07 8,325.49 4781 ACE SENIOR BUILDING INSPECTOR 0 41.70 3,335.97 1 43.78 3,502.78 2 45.97 3,677.92 3 48.27 3,861.82 4 50.69 4,054.89 4507 ACE SENIOR BUSINESS LICENSE REP 0 26.57 2,125.24 1 27.89 2,231.50 2 29.29 2,343.09 3 30.75 2,460.26 4 32.29 2,583.26 Page 1097 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 58 of 71 6019 WCE SENIOR CIVIL ENGINEER 0 60.16 4,812.88 1 63.17 5,053.53 2 66.33 5,306.20 3 69.64 5,571.52 4 73.13 5,850.09 4763 ACE SENIOR CODE ENFORCEMNT OFFICER 0 39.84 3,187.43 1 41.83 3,346.79 2 43.93 3,514.14 3 46.12 3,689.83 4 48.43 3,874.33 6204 ACE SENIOR CONSERVATION SPECIALIST 0 32.93 2,634.26 1 34.57 2,765.97 2 36.30 2,904.26 3 38.12 3,049.47 4 40.02 3,201.95 2025 UCHR SENIOR COUNCIL ASSISTANT 0 29.52 -- 1 31.00 -- 2 32.55 -- 3 34.18 -- 4 35.88 -- 2027 CONF SENIOR COUNCIL ASSISTANT 0 29.52 2,361.79 1 31.00 2,479.88 2 32.55 2,603.87 3 34.18 2,734.07 4 35.88 2,870.77 2725 PROF SENIOR ECON DEVELOPMENT SPEC 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 6442 ACE SENIOR ELECTRICIAN 0 35.41 2,832.60 1 37.18 2,974.24 2 39.04 3,122.95 3 40.99 3,279.09 4 43.04 3,443.04 Page 1098 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 59 of 71 6471 ACE SENIOR ELECTRONICS TECHNICIAN 0 38.95 3,115.87 1 40.90 3,271.66 2 42.94 3,435.25 3 45.09 3,607.01 4 47.34 3,787.35 6059 ACE SENIOR ENGINEERING TECHNICIAN 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 6512 ACE SENIOR EQUIPMENT MECHANIC 0 34.06 2,725.05 1 35.77 2,861.30 2 37.55 3,004.36 3 39.43 3,154.57 4 41.40 3,312.30 5529 IAFF SENIOR FIRE INSPECTOR/INVESTIG 0 44.83 3,586.35 1 47.07 3,765.65 2 49.42 3,953.94 3 51.90 4,151.65 4 54.49 4,359.21 0175 ACE SENIOR FISCAL OFFICE SPECIALST 0 23.47 1,877.99 1 24.65 1,971.89 2 25.88 2,070.50 3 27.18 2,174.01 4 28.53 2,282.72 3073 ACE SENIOR GIS ANALYST 0 37.87 3,029.38 1 39.76 3,180.86 2 41.75 3,339.90 3 43.84 3,506.89 4 46.03 3,682.24 2764 PROF SENIOR GRAPHIC DESIGNER 0 39.04 3,123.42 1 40.99 3,279.59 2 43.04 3,443.58 3 45.20 3,615.75 4 47.46 3,796.53 Page 1099 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 60 of 71 3308 PRCF SENIOR HR ANALYST 0 43.65 3,491.95 1 45.83 3,666.54 2 48.12 3,849.87 3 50.53 4,042.36 4 53.06 4,244.49 3313 UCHR SENIOR HR ANALYST 0 43.65 -- 1 45.83 -- 2 48.12 -- 3 50.53 -- 4 53.06 -- 3316 CONF SENIOR HR TECHNICIAN 0 31.61 2,528.94 1 33.19 2,655.39 2 34.85 2,788.17 3 36.59 2,927.57 4 38.42 3,073.95 6441 ACE SENIOR HVAC TECHNICIAN 0 35.41 2,832.60 1 37.18 2,974.24 2 39.04 3,122.95 3 40.99 3,279.09 4 43.04 3,443.04 3012 PROF SENIOR INFO TECH SUPPORT SPEC 0 40.98 3,278.30 1 43.03 3,442.22 2 45.18 3,614.33 3 47.44 3,795.05 4 49.81 3,984.79 3031 PROF SENIOR ITS/POL SPEC II (T) 0 45.16 3,612.57 1 47.42 3,793.20 2 49.79 3,982.87 3 52.28 4,182.01 4 54.89 4,391.11 6285 WCE SENIOR LAND SURVEYOR 0 54.69 4,375.35 1 57.43 4,594.12 2 60.30 4,823.82 3 63.31 5,065.01 4 66.48 5,318.26 Page 1100 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 61 of 71 6295 ACE SENIOR LANDSCAPE INSPECTOR 0 41.70 3,335.99 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.91 5110 ACE SENIOR LATENT PRINT EXAMINER 0 44.76 3,580.65 1 47.00 3,759.70 2 49.35 3,947.67 3 51.81 4,145.07 4 54.40 4,352.31 2463 CONF SENIOR LEGAL ASSISTANT 0 31.71 2,537.03 1 33.30 2,663.87 2 34.96 2,797.07 3 36.71 2,936.92 4 38.55 3,083.78 7053 MM SENIOR LIBRARIAN 0 37.47 2,997.68 1 39.34 3,147.57 2 41.31 3,304.95 3 43.38 3,470.19 4 45.55 3,643.70 7589 UCHR SENIOR LIFEGUARD 0 20.27 -- 1 21.28 -- 2 22.35 -- 3 23.47 -- 4 24.64 -- 6371 ACE SENIOR MAINTENANCE WORKER 0 28.58 2,286.19 1 30.01 2,400.51 2 31.51 2,520.52 3 33.08 2,646.55 4 34.74 2,778.88 0206 PROF SENIOR MANAGEMENT ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 Page 1101 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 62 of 71 0226 PRCF SENIOR MANAGEMENT ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 3051 PROF SENIOR NETWORK ENGINEER 0 55.09 4,406.86 1 57.84 4,627.21 2 60.73 4,858.57 3 63.77 5,101.50 4 66.96 5,356.57 0173 ACE SENIOR OFFICE SPECIALIST 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 0174 UCHR SENIOR OFFICE SPECIALIST 0 22.36 -- 1 23.48 -- 2 24.65 -- 3 25.88 -- 4 27.18 -- 6309 ACE SENIOR OPEN SPACE INSPECTOR 0 41.70 3,335.99 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.91 7439 ACE SENIOR PARK RANGER 0 28.54 2,283.07 1 29.97 2,397.22 2 31.46 2,517.08 3 33.04 2,642.94 4 34.69 2,775.09 5157 ACE SENIOR PARKING ENFORCEMENT OFF 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 Page 1102 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 63 of 71 6615 ACE SENIOR PARKS MAINT WORKER 0 28.58 2,286.19 1 30.01 2,400.51 2 31.51 2,520.52 3 33.08 2,646.55 4 34.74 2,778.88 4746 WCE SENIOR PLAN CHECK ENGINEER 0 50.69 4,055.35 1 53.23 4,258.11 2 55.89 4,471.01 3 58.68 4,694.58 4 61.62 4,929.30 4751 ACE SENIOR PLAN CHECK TECHNICIAN 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 4432 PROF SENIOR PLANNER 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 4529 ACE SENIOR PLANNING TECHNICIAN 0 29.79 2,383.47 1 31.28 2,502.65 2 32.85 2,627.79 3 34.49 2,759.17 4 36.21 2,897.14 0135 ACE SENIOR POLICE RECORDS SPEC 0 23.82 1,905.90 1 25.02 2,001.21 2 26.27 2,101.26 3 27.58 2,206.32 4 28.96 2,316.63 0136 UCHR SENIOR POLICE RECORDS SPEC 0 23.82 -- 1 25.02 -- 2 26.27 -- 3 27.58 -- 4 28.96 -- Page 1103 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 64 of 71 3728 PROF SENIOR PROCUREMENT SPECIALIST 0 37.46 2,996.43 1 39.33 3,146.26 2 41.29 3,303.57 3 43.36 3,468.75 4 45.53 3,642.19 3091 PROF SENIOR PROGRAMMER ANALYST 0 47.74 3,818.94 1 50.12 4,009.90 2 52.63 4,210.39 3 55.26 4,420.91 4 58.02 4,641.95 4214 PROF SENIOR PROJECT COORDINATOR 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 5125 ACE SENIOR PROPRTY & EVIDENCE SPEC 0 26.35 2,108.20 1 27.67 2,213.62 2 29.05 2,324.31 3 30.51 2,440.51 4 32.03 2,562.54 5248 UCHR SENIOR PUBLIC SAFETY ANALYST 0 44.67 -- 1 46.90 -- 2 49.25 -- 3 51.71 -- 4 54.30 -- 5260 PROF SENIOR PUBLIC SAFETY ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 6101 ACE SENIOR PUBLIC WORKS INSPECTOR 0 41.70 3,335.98 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.90 Page 1104 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 65 of 71 6702 ACE SENIOR PUBLIC WORKS SPECIALIST 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 2215 ACE SENIOR RECORDS SPECIALIST 0 25.71 2,056.86 1 27.00 2,159.69 2 28.35 2,267.68 3 29.76 2,381.07 4 31.25 2,500.12 2746 ACE SENIOR RECYCLING SPECIALIST 0 32.93 2,634.26 1 34.57 2,765.97 2 36.30 2,904.26 3 38.12 3,049.47 4 40.02 3,201.95 3365 PRCF SENIOR RISK MANAGEMENT SPEC 0 45.57 3,645.99 1 47.85 3,828.29 2 50.25 4,019.70 3 52.76 4,220.69 4 55.40 4,431.73 0177 ACE SENIOR SECRETARY 0 24.59 1,967.42 1 25.82 2,065.81 2 27.11 2,169.09 3 28.47 2,277.56 4 29.89 2,391.43 6573 ACE SENIOR TREE TRIMMER 0 31.44 2,514.81 1 33.01 2,640.56 2 34.66 2,772.57 3 36.39 2,911.21 4 38.21 3,056.77 2779 PROF SENIOR WEBMASTER 0 39.19 3,134.88 1 41.15 3,291.60 2 43.20 3,456.20 3 45.36 3,629.01 4 47.63 3,810.46 Page 1105 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 66 of 71 6169 ACE SIGNAL SYSTEMS ENGINEER I 0 37.90 3,031.81 1 39.79 3,183.38 2 41.78 3,342.56 3 43.87 3,509.69 4 46.06 3,685.16 6170 ACE SIGNAL SYSTEMS ENGINEER II 0 41.69 3,334.98 1 43.77 3,501.73 2 45.96 3,676.80 3 48.26 3,860.65 4 50.67 4,053.68 6355 ACE SIGNING AND STRIPING SUPV 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 2751 SM SPECIAL PROJECTS MGR 0 51.21 4,096.74 1 52.51 4,200.62 2 55.13 4,410.65 3 57.89 4,631.18 4 62.25 4,979.60 2752 UCHR SPECIAL PROJECTS MGR (HOURLY) 0 51.21 -- 1 52.51 -- 2 55.13 -- 3 57.89 -- 4 62.25 -- 6614 UCHR SR PARKS MAINT WRKR (HOURLY) 0 28.58 -- 1 30.01 -- 2 31.51 -- 3 33.08 -- 4 34.74 -- 3734 ACE STOREKEEPER 0 23.78 1,902.55 1 24.97 1,997.69 2 26.22 2,097.56 3 27.53 2,202.45 4 28.91 2,312.57 Page 1106 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 67 of 71 3732 ACE STOREKEEPER SUPERVISOR 0 28.54 2,283.07 1 29.97 2,397.22 2 31.46 2,517.08 3 33.04 2,642.94 4 34.69 2,775.09 6127 ACE STORMWATER COMPLNCE INSP I 0 30.76 2,461.04 1 32.30 2,584.09 2 33.92 2,713.30 3 35.61 2,848.97 4 37.39 2,991.42 6125 ACE STORMWATER COMPLNCE INSP II 0 33.84 2,707.15 1 35.53 2,842.50 2 37.31 2,984.63 3 39.17 3,133.87 4 41.13 3,290.55 6137 ACE STORMWATER ENV SPECIALIST I 0 34.46 2,757.01 1 36.19 2,894.88 2 38.00 3,039.61 3 39.90 3,191.60 4 41.89 3,351.19 6135 ACE STORMWATER ENV SPECIALIST II 0 37.91 3,032.73 1 39.80 3,184.37 2 41.79 3,343.59 3 43.88 3,510.74 4 46.08 3,686.31 6131 MM STORMWATER PROGRAM MANAGER 0 52.19 4,175.47 1 54.80 4,384.24 2 57.54 4,603.44 3 60.42 4,833.63 4 63.44 5,075.30 5241 MM SUPRVSNG PUBLIC SAFETY ANALYST 0 51.37 4,109.61 1 53.94 4,315.10 2 56.64 4,530.85 3 59.47 4,757.39 4 62.44 4,995.25 Page 1107 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 68 of 71 6151 ACE SURVEY TECHNICIAN I 0 28.66 2,293.16 1 30.10 2,407.82 2 31.60 2,528.21 3 33.18 2,654.63 4 34.84 2,787.37 6141 ACE SURVEY TECHNICIAN II 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 3015 PROF SYSTEMS/DATABASE ADMINISTRATOR 0 43.61 3,488.43 1 45.79 3,662.87 2 48.08 3,846.00 3 50.48 4,038.31 4 53.00 4,240.21 3027 ACE TELECOMMUNICATIONS SPECIALIST 0 26.53 2,122.26 1 27.85 2,228.37 2 29.25 2,339.79 3 30.71 2,456.78 4 32.25 2,579.62 7503 UCHR TINY TOT AIDE 0 18.40 -- 1 19.32 -- 2 20.29 -- 3 21.30 -- 4 22.37 -- 7505 UCHR TINY TOT SPECIALIST 0 22.08 -- 1 23.18 -- 2 24.34 -- 3 25.56 -- 4 26.84 -- 5155 UCHR TRAFFIC CONTROL ASSISTANT 0 15.69 -- 1 16.48 -- 2 17.30 -- 3 18.17 -- 4 19.08 -- Page 1108 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 69 of 71 5293 UCHR TRAFFIC OFFICER 0 15.69 -- 1 16.48 -- 2 17.30 -- 3 18.17 -- 4 19.08 -- 6187 ACE TRAFFIC SIGNAL & LIGHT TECH I 0 30.20 2,416.35 1 31.71 2,537.17 2 33.30 2,664.02 3 34.97 2,797.22 4 36.71 2,937.09 6185 ACE TRAFFIC SIGNAL & LIGHT TECH II 0 33.22 2,657.99 1 34.89 2,790.88 2 36.63 2,930.43 3 38.46 3,076.93 4 40.38 3,230.79 6181 ACE TRAFFIC SIGNAL & LIGHTING SUPV 0 38.21 3,056.68 1 40.12 3,209.52 2 42.12 3,369.98 3 44.23 3,538.49 4 46.44 3,715.40 5262 ACE TRAINING PROGRAM SPECIALIST 0 27.68 2,214.24 1 29.06 2,324.96 2 30.52 2,441.20 3 32.04 2,563.27 4 33.64 2,691.43 6031 WCE TRANSPORTATION ENGR W CERT 0 60.16 4,812.88 1 63.17 5,053.53 2 66.33 5,306.20 3 69.64 5,571.52 4 73.13 5,850.09 6033 WCE TRANSPORTATION ENGR W/O CERT 0 57.30 4,583.71 1 60.16 4,812.89 2 63.17 5,053.54 3 66.33 5,306.21 4 69.64 5,571.53 Page 1109 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 70 of 71 6575 ACE TREE TRIMMER 0 26.20 2,095.67 1 27.51 2,200.46 2 28.88 2,310.48 3 30.33 2,426.00 4 31.84 2,547.30 6572 ACE TREE TRIMMER SUPERVISOR 0 36.15 2,892.02 1 37.96 3,036.64 2 39.86 3,188.47 3 41.85 3,347.89 4 43.94 3,515.29 5308 UCHR VETERINARIAN 0 46.77 -- 1 49.11 -- 2 51.57 -- 3 54.15 -- 4 56.85 -- 5331 PROF VETERINARIAN (PERMITTED) 0 62.32 4,985.47 1 65.43 5,234.73 2 68.71 5,496.48 3 72.14 5,771.31 4 75.75 6,059.86 5335 PROF VETERINARIAN I 0 44.26 3,540.81 1 46.47 3,717.86 2 48.80 3,903.74 3 51.24 4,098.93 4 53.80 4,303.88 5333 PROF VETERINARIAN II 0 50.90 4,071.93 1 53.44 4,275.51 2 56.12 4,489.30 3 58.92 4,713.75 4 61.87 4,949.45 5334 UCHR VETERINARIAN II 0 50.90 -- 1 53.44 -- 2 56.12 -- 3 58.92 -- 4 61.87 -- Page 1110 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2023-2024 Compensation Schedule Effective June 14, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 71 of 71 5323 UCHR VETERINARY ASSISTANT 0 20.71 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5325 ACE VETERINARY ASSISTANT 0 20.71 1,657.08 1 21.75 1,739.93 2 22.84 1,826.92 3 23.98 1,918.28 4 25.18 2,014.19 3029 ACE VOIP/VIDEOCONF SPECIALIST 0 35.54 2,843.49 1 37.32 2,985.67 2 39.19 3,134.95 3 41.15 3,291.69 4 43.20 3,456.29 7131 ACE VOLUNTEER COORDINATOR 0 22.64 1,811.44 1 23.78 1,902.02 2 24.96 1,997.13 3 26.21 2,096.98 4 27.52 2,201.82 2777 ACE WEBMASTER 0 34.08 2,726.51 1 35.79 2,862.83 2 37.57 3,005.98 3 39.45 3,156.27 4 41.43 3,314.09 Revised June 6, 2023 (Effective July 14, 2023) July 11, 2023 (Effective July 14, 2023) September 12, 2023 (Effective September 22, 2023 | Mayor, City Attorney and Councilperson salaries effective July 1, 2023) December 12, 2023 (Effective December 15, 2023) January 9, 2024 (Effective January 12, 2024 | Mayor, City Attorney and Councilperson salaries effective July 1, 2023) February 13, 2024 (Effective February 9, 2024) May 21, 2024 (Effective May 17, 2024) May 21, 2024 (Effective June 14, 2024) Page 1111 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 1 of 72 3633 CONF ACCOUNTANT 0 32.70 2,616.19 1 34.34 2,747.00 2 36.05 2,884.35 3 37.86 3,028.57 4 39.75 3,180.00 3641 ACE ACCOUNTING ASSISTANT 0 23.10 1,848.05 1 24.26 1,940.45 2 25.47 2,037.49 3 26.74 2,139.34 4 28.08 2,246.31 3643 CONF ACCOUNTING TECHNICIAN 0 26.83 2,146.08 1 28.17 2,253.38 2 29.58 2,366.04 3 31.05 2,484.35 4 32.61 2,608.57 3675 ACE ACCOUNTING TECHNICIAN 0 26.83 2,146.08 1 28.17 2,253.38 2 29.58 2,366.04 3 31.05 2,484.35 4 32.61 2,608.57 3677 ACE ACCOUNTING TECHNICIAN II (T) 0 29.22 2,337.78 1 30.68 2,454.67 2 32.22 2,577.40 3 33.83 2,706.27 4 35.52 2,841.58 3645 ACE ACCOUNTS PAYABLE SUPERVISOR 0 33.61 2,688.43 1 35.29 2,822.87 2 37.05 2,964.01 3 38.90 3,112.21 4 40.85 3,267.80 0149 CONF ADMINISTRATIVE SECRETARY 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 Page 1112 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 2 of 72 0179 ACE ADMINISTRATIVE SECRETARY 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 0154 CONF ADMINISTRATIVE SECRETARY-MAYOR 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 0215 SM ADMINISTRATIVE SERVICES MGR 0 51.21 4,096.73 1 -- -- 2 -- -- 3 -- -- 4 62.25 4,979.60 0181 ACE ADMINISTRATIVE TECHNICIAN 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 5316 UCHR ANIMAL CARE AIDE 0 17.25 -- 1 18.11 -- 2 19.02 -- 3 19.97 -- 4 20.97 -- 5317 ACE ANIMAL CARE FACILITY SUPV 0 33.08 2,646.18 1 34.73 2,778.50 2 36.47 2,917.41 3 38.29 3,063.29 4 40.21 3,216.45 5343 ACE ANIMAL CARE SPECIALIST 0 20.71 1,657.08 1 21.75 1,739.93 2 22.84 1,826.92 3 23.98 1,918.28 4 25.18 2,014.19 Page 1113 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 3 of 72 5344 UCHR ANIMAL CARE SPECIALIST 0 20.71 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5319 ACE ANIMAL CARE SUPERVISOR 0 28.76 2,301.03 1 30.20 2,416.08 2 31.71 2,536.89 3 33.30 2,663.74 4 34.96 2,796.91 5303 ACE ANIMAL CONTROL OFFICER 0 24.86 1,988.48 1 26.10 2,087.90 2 27.40 2,192.30 3 28.77 2,301.93 4 30.21 2,417.03 5304 ACE ANIMAL CONTROL OFFICER SUPVR 0 28.58 2,286.76 1 30.01 2,401.09 2 31.51 2,521.14 3 33.09 2,647.20 4 34.74 2,779.58 5309 ACE ANIMAL SERVICES SPECIALIST 0 22.60 1,807.72 1 23.73 1,898.10 2 24.91 1,993.01 3 26.16 2,092.67 4 27.47 2,197.29 3083 MM APPLICATIONS SUPPORT MANAGER 0 54.90 4,391.80 1 57.64 4,611.38 2 60.52 4,841.94 3 63.55 5,084.04 4 66.73 5,338.24 3088 PROF APPLICATIONS SUPPORT SPEC 0 41.79 3,343.08 1 43.88 3,510.24 2 46.07 3,685.74 3 48.38 3,870.03 4 50.79 4,063.55 Page 1114 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 4 of 72 7741 ACE AQUARIST 0 25.73 2,058.39 1 27.02 2,161.27 2 28.37 2,269.34 3 29.79 2,382.82 4 31.27 2,501.96 7579 ACE AQUATIC SUPERVISOR I 0 26.66 2,132.89 1 27.99 2,239.53 2 29.39 2,351.52 3 30.86 2,469.09 4 32.41 2,592.54 7577 ACE AQUATIC SUPERVISOR II 0 29.33 2,346.18 1 30.79 2,463.49 2 32.33 2,586.66 3 33.95 2,716.00 4 35.65 2,851.80 7575 ACE AQUATIC SUPERVISOR III 0 33.73 2,698.11 1 35.41 2,833.02 2 37.18 2,974.67 3 39.04 3,123.39 4 40.99 3,279.56 5011 SM ASSISTANT CHIEF OF POLICE 0 97.53 7,802.19 1 -- -- 2 -- -- 3 -- -- 4 118.55 9,483.62 2405 SM ASSISTANT CITY ATTORNEY 0 89.83 7,186.71 1 -- -- 2 -- -- 3 -- -- 4 109.19 8,735.50 2707 EXEC ASSISTANT CITY MANAGER 0 115.37 9,229.99 1 -- -- 2 -- -- 3 -- -- 4 140.24 11,219.12 Page 1115 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 5 of 72 4040 SM ASSISTANT DIR OF DEVLPMNT SVCS 0 83.68 6,694.43 1 -- -- 2 92.07 7,365.26 3 -- -- 4 101.71 8,137.12 6008 SM ASSISTANT DIR OF ENGINEERING 0 83.68 6,694.43 1 -- -- 2 -- -- 3 -- -- 4 101.71 8,137.12 3604 SM ASSISTANT DIR OF FINANCE 0 83.68 6,694.43 1 -- -- 2 -- -- 3 98.74 7,899.49 4 101.71 8,137.12 3304 SM ASSISTANT DIR OF HR 0 83.68 6,694.43 1 -- -- 2 -- -- 3 96.85 7,747.72 4 101.71 8,137.12 7403 SM ASSISTANT DIR OF PARKS & REC 0 83.68 6,694.43 1 -- -- 2 -- -- 3 -- -- 4 101.71 8,137.12 6322 SM ASSISTANT DIR OF PUBLIC WORKS 0 83.68 6,694.43 1 -- -- 2 -- -- 3 96.20 7,695.73 4 101.71 8,137.12 6015 WCE ASSISTANT ENGINEER 0 43.18 3,454.49 1 45.34 3,627.20 2 47.61 3,808.57 3 49.99 3,998.99 4 52.49 4,198.95 Page 1116 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 6 of 72 6289 WCE ASSISTANT LAND SURVEYOR 0 41.12 3,289.98 1 43.18 3,454.48 2 45.34 3,627.21 3 47.61 3,808.56 4 49.99 3,999.00 4749 WCE ASSISTANT PLAN CHECK ENGINEER 0 40.94 3,275.12 1 42.99 3,438.88 2 45.14 3,610.82 3 47.39 3,791.36 4 49.76 3,980.93 4439 ACE ASSISTANT PLANNER 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 3635 CONF ASSOCIATE ACCOUNTANT 0 35.97 2,877.81 1 37.77 3,021.70 2 39.66 3,172.79 3 41.64 3,331.43 4 43.73 3,498.00 6017 WCE ASSOCIATE ENGINEER 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.86 3 57.49 4,598.84 4 60.36 4,828.79 6287 WCE ASSOCIATE LAND SURVEYOR 0 47.29 3,783.49 1 49.66 3,972.66 2 52.14 4,171.29 3 54.75 4,379.85 4 57.49 4,598.85 4747 WCE ASSOCIATE PLAN CHECK ENGINEER 0 47.08 3,766.38 1 49.43 3,954.70 2 51.91 4,152.43 3 54.50 4,360.05 4 57.23 4,578.06 Page 1117 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 7 of 72 4437 ACE ASSOCIATE PLANNER 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5123 ACE AUTOMATED FINGERPRINT TECH 0 22.92 1,833.22 1 24.06 1,924.88 2 25.26 2,021.14 3 26.53 2,122.19 4 27.85 2,228.30 3404 MMCF BENEFITS MANAGER 0 55.60 4,447.78 1 58.38 4,670.16 2 61.30 4,903.68 3 64.36 5,148.87 4 67.58 5,406.31 2222 SM BUDGET AND ANALYSIS MANAGER 0 68.94 5,515.04 1 -- -- 2 -- -- 3 -- -- 4 83.79 6,703.58 4769 MM BUILDING INSPECTION MANAGER 0 52.98 4,238.77 1 55.63 4,450.71 2 58.42 4,673.24 3 61.34 4,906.91 4 64.40 5,152.26 4771 ACE BUILDING INSPECTOR I 0 32.96 2,637.13 1 34.61 2,768.99 2 36.34 2,907.44 3 38.16 3,052.82 4 40.07 3,205.45 4770 UCHR BUILDING INSPECTOR I (HOURLY) 0 32.96 -- 1 34.61 -- 2 36.34 -- 3 38.16 -- 4 40.07 -- Page 1118 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 8 of 72 4773 ACE BUILDING INSPECTOR II 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 4774 UCHR BUILDING INSPECTOR II (HOURLY) 0 36.26 -- 1 38.07 -- 2 39.98 -- 3 41.98 -- 4 44.08 -- 4775 ACE BUILDING INSPECTOR III 0 39.89 3,190.94 1 41.88 3,350.49 2 43.98 3,518.02 3 46.17 3,693.91 4 48.48 3,878.61 4705 SM BUILDING OFFICIAL 0 72.22 5,777.38 1 -- -- 2 -- -- 3 -- -- 4 87.78 7,022.43 6412 PROF BUILDING PROJECT MANAGER 0 46.65 3,731.76 1 48.98 3,918.34 2 51.43 4,114.25 3 54.00 4,319.97 4 56.70 4,535.97 6402 MM BUILDING SERVICES MANAGER 0 56.03 4,482.68 1 58.84 4,706.80 2 61.78 4,942.14 3 64.87 5,189.25 4 68.11 5,448.72 6669 ACE BUILDING SERVICES SUPERVISOR 0 31.87 2,549.71 1 33.47 2,677.20 2 35.14 2,811.06 3 36.90 2,951.61 4 38.74 3,099.20 Page 1119 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 9 of 72 4505 ACE BUSINESS LICENSE REPRESENTATIV 0 23.10 1,848.05 1 24.26 1,940.45 2 25.47 2,037.49 3 26.74 2,139.34 4 28.08 2,246.31 6444 ACE CARPENTER 0 28.77 2,301.23 1 30.20 2,416.28 2 31.71 2,537.10 3 33.30 2,663.95 4 34.96 2,797.16 3669 ACE CASHIER 0 19.50 1,560.04 1 20.48 1,638.04 2 21.50 1,719.95 3 22.57 1,805.94 4 23.70 1,896.24 3053 SM CHIEF INFO SEC OFFICER 0 58.85 4,708.27 1 -- -- 2 -- -- 3 -- -- 4 71.54 5,722.94 5001 EXEC CHIEF OF POLICE 0 115.37 9,229.99 1 -- -- 2 -- -- 3 -- -- 4 140.24 11,219.12 2011 MMUC CHIEF OF STAFF 0 46.14 3,691.15 1 -- -- 2 -- -- 3 53.17 4,253.53 4 56.08 4,486.62 2400 CATY CITY ATTORNEY (ELECTED) 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 114.65 9,172.27 Page 1120 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 10 of 72 2435 CONF CITY ATTY INVESTIGATOR 0 33.97 2,717.34 1 35.67 2,853.20 2 37.45 2,995.86 3 39.32 3,145.65 4 41.29 3,302.94 2201 CCLK CITY CLERK 0 86.14 6,890.97 1 -- -- 2 -- -- 3 -- -- 4 104.70 8,376.00 2710 CMGR CITY MANAGER 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 159.02 12,721.25 5429 ACE CIVILIAN BCKGRND INVESTIGATOR 0 28.88 2,310.51 1 30.33 2,426.03 2 31.84 2,547.33 3 33.43 2,674.71 4 35.11 2,808.44 5431 UCHR CIVILIAN POLICE INVESTIGATOR 0 25.79 -- 1 27.08 -- 2 28.43 -- 3 29.85 -- 4 31.35 -- 0241 UCHR CLERICAL AIDE 0 16.53 -- 1 17.35 -- 2 18.22 -- 3 19.13 -- 4 20.09 -- 4757 SM CODE ENFORCEMENT MANAGER 0 57.75 4,620.29 1 -- -- 2 -- -- 3 66.86 5,348.56 4 70.20 5,616.00 Page 1121 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 11 of 72 4777 ACE CODE ENFORCEMENT OFFICER I 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 4778 UCHR CODE ENFORCEMENT OFFICER II 0 31.50 -- 1 33.07 -- 2 34.72 -- 3 36.46 -- 4 38.28 -- 4779 ACE CODE ENFORCEMENT OFFICER II 0 31.50 2,519.70 1 33.07 2,645.70 2 34.72 2,777.98 3 36.46 2,916.88 4 38.28 3,062.73 4789 ACE CODE ENFORCEMENT TECHNICIAN 0 24.90 1,991.86 1 26.14 2,091.46 2 27.45 2,196.03 3 28.82 2,305.84 4 30.26 2,421.12 3683 MM COLLECTIONS SUPERVISOR 0 39.80 3,184.37 1 41.80 3,343.60 2 43.88 3,510.76 3 46.08 3,686.32 4 48.38 3,870.63 2799 PRUC COMM/SPECL EVENTS COORD 0 43.09 3,447.11 1 45.24 3,619.47 2 47.51 3,800.45 3 49.88 3,990.48 4 52.38 4,190.00 2781 SM COMMUNICATIONS MGR 0 65.33 5,226.63 1 -- -- 2 -- -- 3 76.73 6.138.47 4 79.41 6,353.00 Page 1122 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 12 of 72 2757 ACE COMMUNITY ENGAGEMENT SPEC 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 5141 ACE COMMUNITY SERVICES OFFICER 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 5142 UCHR COMMUNITY SERVICES OFFICER 0 24.07 -- 1 25.27 -- 2 26.53 -- 3 27.86 -- 4 29.25 -- 6201 UCHR CONSERV SPECIALIST I (HOURLY) 0 26.03 -- 1 27.33 -- 2 28.70 -- 3 30.13 -- 4 31.64 -- 6200 ACE CONSERVATION SPECIALIST I 0 26.03 2,082.39 1 27.33 2,186.53 2 28.70 2,295.87 3 30.13 2,410.63 4 31.64 2,531.17 6202 ACE CONSERVATION SPECIALIST II 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 6427 ACE CONSTRUCTION & REPAIR SUPV 0 40.72 3,257.50 1 42.75 3,420.37 2 44.89 3,591.39 3 47.14 3,770.96 4 49.49 3,959.52 Page 1123 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 13 of 72 2023 UCHR COUNCIL ASSISTANT 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 2003 CL COUNCILPERSON 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 30.27 2,421.48 5757 UCHR COVID SITE ASST 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 5101 MM CRIME LABORATORY MANAGER 0 51.54 4,123.54 1 54.12 4,329.71 2 56.83 4,546.21 3 59.67 4,773.51 4 62.65 5,012.19 5143 UCHR CSO (TEMPORARY APPOINTMENT) 0 24.07 -- 1 25.27 -- 2 26.53 -- 3 27.86 -- 4 29.25 -- 6667 ACE CUSTODIAL SUPERVISOR 0 26.43 2,114.23 1 27.75 2,219.95 2 29.14 2,330.95 3 30.59 2,447.50 4 32.12 2,569.88 6661 ACE CUSTODIAN 0 20.89 1,671.32 1 21.94 1,754.88 2 23.03 1,842.63 3 24.18 1,934.77 4 25.39 2,031.50 Page 1124 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 14 of 72 6662 UCHR CUSTODIAN 0 20.89 -- 1 21.94 -- 2 23.03 -- 3 24.18 -- 4 25.39 -- 7191 ACE DELIVERY DRIVER 0 19.82 1,585.46 1 20.81 1,664.74 2 21.85 1,747.98 3 22.94 1,835.38 4 24.09 1,927.15 2703 EXEC DEP CITY MGR/DIR OF PUB WORKS 0 109.88 8,790.47 1 -- -- 2 -- -- 3 123.98 9,918.64 4 133.56 10,684.89 5352 SM DEP DIR OF ANIMAL SERVICES 0 72.90 5,832.26 1 -- -- 2 -- -- 3 -- -- 4 88.61 7,089.16 4043 SM DEP DIRECTOR OF DEVLPMNT SVCS 0 79.70 6,375.65 1 -- -- 2 -- -- 3 -- -- 4 96.87 7,749.66 2212 SM DEP DIRECTOR, CITY CLERK SVCS 0 49.85 3,987.80 1 -- -- 2 -- -- 3 57.70 4,616.37 4 60.59 4,847.20 2410 PRUC DEPUTY CITY ATTORNEY I 0 62.76 5,020.75 1 65.90 5,271.79 2 69.19 5,535.37 3 72.65 5,812.15 4 76.28 6,102.75 Page 1125 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 15 of 72 2408 PRUC DEPUTY CITY ATTORNEY II 0 69.04 5,522.84 1 72.49 5,798.98 2 76.11 6,088.93 3 79.92 6,393.37 4 83.91 6,713.05 2411 SM DEPUTY CITY ATTORNEY III 0 81.67 6,533.38 1 -- -- 2 92.30 7,384.36 3 -- -- 4 99.27 7,941.35 2245 CONF DEPUTY CITY CLERK I 0 32.85 2,628.11 1 34.49 2,759.51 2 36.22 2,897.49 3 38.03 3,042.36 4 39.93 3,194.48 2243 CONF DEPUTY CITY CLERK II 0 36.14 2,890.92 1 37.94 3,035.46 2 39.84 3,187.24 3 41.83 3,346.60 4 43.92 3,513.93 2705 EXEC DEPUTY CITY MANAGER 0 109.88 8,790.47 1 -- -- 2 -- -- 3 -- -- 4 133.56 10,684.89 5505 SM DEPUTY FIRE CHIEF 0 92.44 7,395.52 1 -- -- 2 -- -- 3 -- -- 4 112.37 8,989.31 5137 ACE DETENTIONS OFFICER 0 28.88 2,310.51 1 30.33 2,426.03 2 31.84 2,547.33 3 33.43 2,674.71 4 35.11 2,808.44 Page 1126 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 16 of 72 5135 ACE DETENTIONS SUPERVISOR 0 33.21 2,657.09 1 34.87 2,789.94 2 36.62 2,929.44 3 38.45 3,075.92 4 40.37 3,229.71 4718 PROF DEVELOPMENT AUTOMATION SPEC 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 4025 SM DEVELOPMENT PROJECT MGR 0 71.29 5,703.54 1 74.86 5,988.72 2 78.60 6,288.16 3 82.53 6,602.57 4 86.66 6,932.69 4547 MM DEVELOPMENT SERVICES COUNTER M 0 49.72 3,977.81 1 52.21 4,176.69 2 54.82 4,385.54 3 57.56 4,604.81 4 60.44 4,835.05 4540 UCHR DEVELOPMENT SERVICES TECH I 0 24.59 -- 1 25.82 -- 2 27.12 -- 3 28.47 -- 4 29.89 -- 4542 ACE DEVELOPMENT SERVICES TECH I 0 24.59 1,967.54 1 25.82 2,065.90 2 27.11 2,169.19 3 28.47 2,277.66 4 29.89 2,391.55 4541 ACE DEVELOPMENT SERVICES TECH II 0 27.05 2,164.28 1 28.41 2,272.49 2 29.83 2,386.12 3 31.32 2,505.43 4 32.88 2,630.69 Page 1127 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 17 of 72 4544 UCHR DEVELOPMENT SERVICES TECH II 0 27.05 -- 1 28.41 -- 2 29.83 -- 3 31.32 -- 4 32.88 -- 4543 ACE DEVELOPMENT SERVICES TECH III 0 31.11 2,488.92 1 32.67 2,613.37 2 34.30 2,744.04 3 36.02 2,881.24 4 37.82 3,025.30 5249 ACE DIGITAL FORENSICS ANLYT I 0 33.84 2,707.49 1 35.54 2,842.86 2 37.31 2,985.00 3 39.18 3,134.25 4 41.14 3,290.97 5247 ACE DIGITAL FORENSICS ANLYT II 0 38.92 3,113.62 1 40.87 3,269.31 2 42.91 3,432.76 3 45.06 3,604.41 4 47.31 3,784.61 5245 ACE DIGITAL FORENSICS TECH I 0 26.75 2,140.30 1 28.09 2,247.32 2 29.50 2,359.69 3 30.97 2,477.68 4 32.52 2,601.55 5243 ACE DIGITAL FORENSICS TECH II 0 30.77 2,461.36 1 32.31 2,584.42 2 33.92 2,713.64 3 35.62 2,849.32 4 37.40 2,991.78 5350 EXEC DIR OF ANIMAL SERVICES 0 87.48 6,998.72 1 -- -- 2 -- -- 3 -- -- 4 106.34 8,507.00 Page 1128 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 18 of 72 4039 EXEC DIR OF DEVELOPMENT SERVICES 0 96.23 7,698.60 1 -- -- 2 -- -- 3 112.71 9,016.95 4 116.97 9,357.70 2734 EXEC DIR OF ECONOMIC DEVELOPMENT 0 88.31 7,065.02 1 -- -- 2 -- -- 3 -- -- 4 107.34 8,587.57 6006 EXEC DIR OF ENGINEERING/CITY ENG 0 96.23 7,698.60 1 -- -- 2 -- -- 3 -- -- 4 116.97 9,357.70 3601 EXEC DIR OF FINANCE 0 96.23 7,698.60 1 -- -- 2 -- -- 3 112.71 9,016.95 4 116.97 9,357.70 4301 EXEC DIR OF HOUSING & HOMELESS SVS 0 87.48 6,998.72 1 88.61 7,088.96 2 -- -- 3 -- -- 4 106.34 8,507.00 3300 EXEC DIR OF HUMAN RESOURCES/RISK MG 0 96.23 7,698.60 1 -- -- 2 -- -- 3 112.71 9,016.95 4 116.97 9,357.70 3001 EXEC DIR OF INFO TECH SERVICES 0 96.23 7,698.60 1 -- -- 2 107.20 8,575.80 3 -- -- 4 116.97 9,357.70 Page 1129 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 19 of 72 7001 EXEC DIR OF LIBRARY SERVICES 0 87.48 6,998.72 1 -- -- 2 -- -- 3 102.09 8,167.13 4 106.34 8,507.00 7301 EXEC DIR OF PARKS & RECREATION 0 96.23 7,698.60 1 -- -- 2 -- -- 3 -- -- 4 116.97 9,357.70 6320 EXEC DIR OF PUBLIC WORKS 0 96.23 7,698.60 1 -- -- 2 -- -- 3 -- -- 4 116.97 9,357.70 7302 UCHR DIRECTOR OF PARKS & REC (HRLY) 0 96.23 -- 1 -- -- 2 -- -- 3 -- -- 4 116.97 -- 2720 SM ECONOMIC DEVELOPMENT MGR 0 71.26 5,700.71 1 -- -- 2 -- -- 3 -- -- 4 86.62 6,929.27 2747 ACE ECONOMIC DEVELOPMENT SPEC I 0 31.45 2,516.35 1 33.03 2,642.18 2 34.68 2,774.28 3 36.41 2,912.99 4 38.23 3,058.65 2749 ACE ECONOMIC DEVELOPMENT SPEC II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 Page 1130 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 20 of 72 6438 ACE ELECTRICIAN 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 6492 ACE ELECTRONIC/EQUIPMENT INSTALLER 0 27.99 2,239.22 1 29.39 2,351.17 2 30.86 2,468.73 3 32.40 2,592.17 4 34.02 2,721.78 6475 ACE ELECTRONICS TECHNICIAN 0 33.87 2,709.45 1 35.56 2,844.92 2 37.34 2,987.18 3 39.21 3,136.53 4 41.17 3,293.34 6472 ACE ELECTRONICS TECHNICIAN SUPV 0 38.95 3,115.87 1 40.90 3,271.66 2 42.94 3,435.25 3 45.09 3,607.01 4 47.34 3,787.35 5560 SM EMERGENCY SERVICES MGR 0 53.77 4,301.57 1 -- -- 2 -- -- 3 -- -- 4 65.36 5,228.58 5557 PROF EMS EDUCATOR 0 45.27 3,621.96 1 47.54 3,803.06 2 49.92 3,993.23 3 52.41 4,192.88 4 55.03 4,402.52 5567 PROF EMS NURSE COORDINATOR 0 54.33 4,346.36 1 57.05 4,563.66 2 59.90 4,791.86 3 62.89 5,031.45 4 66.04 5,283.01 Page 1131 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 21 of 72 5657 NIAF EMT (NON-SAFETY) - A 0 16.69 -- 1 17.53 -- 2 18.40 -- 3 19.32 -- 4 20.29 -- 5659 NIAF EMT (NON-SAFETY) - C 0 26.71 -- 1 28.04 -- 2 29.44 -- 3 30.92 -- 4 32.46 -- 5658 UCHR EMT (NON-SAFETY/HRLY) 0 16.69 -- 1 17.53 -- 2 18.40 -- 3 19.32 -- 4 20.29 -- 6081 ACE ENGINEERING TECHNICIAN I 0 28.66 2,293.16 1 30.10 2,407.82 2 31.60 2,528.21 3 33.18 2,654.63 4 34.84 2,787.37 6071 ACE ENGINEERING TECHNICIAN II 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 6129 ACE ENVIRONMENTAL HEALTH SPEC 0 37.91 3,032.73 1 39.80 3,184.37 2 41.79 3,343.59 3 43.88 3,510.74 4 46.08 3,686.31 6205 MM ENVIRONMENTAL SERVICES MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 Page 1132 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 22 of 72 6207 MM ENVIRONMENTAL SUSTNBILITY MGR 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 6505 MM EQUIPMENT MAINTENANCE MANAGER 0 42.54 3,403.38 1 44.67 3,573.54 2 46.90 3,752.23 3 49.25 3,939.84 4 51.71 4,136.83 6542 ACE EQUIPMENT MECHANIC 0 29.62 2,369.60 1 31.10 2,488.09 2 32.66 2,612.48 3 34.29 2,743.11 4 36.00 2,880.26 6361 ACE EQUIPMENT OPERATOR 0 30.33 2,426.77 1 31.85 2,548.11 2 33.44 2,675.51 3 35.12 2,809.28 4 36.87 2,949.74 0187 CONF EXECUTIVE SECRETARY 0 35.14 2,811.36 1 36.90 2,951.93 2 38.74 3,099.53 3 40.68 3,254.51 4 42.72 3,417.24 5270 CONF FA ACCOUNTING TECHNICIAN 0 29.22 2,337.78 1 30.68 2,454.67 2 32.22 2,577.40 3 33.83 2,706.27 4 35.52 2,841.58 5297 CONF FA ADMINSTRATIVE ANALYST I 0 32.10 2,567.72 1 33.70 2,696.13 2 35.39 2,830.90 3 37.16 2,972.46 4 39.01 3,121.08 Page 1133 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 23 of 72 5296 CONF FA ADMINSTRATIVE ANALYST II 0 35.31 2,824.49 1 37.07 2,965.71 2 38.93 3,114.00 3 40.87 3,269.71 4 42.91 3,433.19 5277 CONF FA ANALYST 0 24.53 1,962.16 1 25.75 2,060.27 2 27.04 2,163.29 3 28.39 2,271.45 4 29.81 2,385.03 5455 MMUC FA CYBER SECURITY PROG MGR 0 47.94 3,834.98 1 50.33 4,026.71 2 52.85 4,228.05 3 55.49 4,439.44 4 58.27 4,661.42 5465 SM FA DEPUTY DIRECTOR OF LECC 0 52.81 4,224.87 1 55.45 4,436.12 2 58.22 4,657.93 3 61.14 4,890.81 4 64.19 5,135.37 5463 SM FA DEPUTY EXECUTIVE DIRECTOR 0 65.51 5,240.61 1 -- -- 2 -- -- 3 -- -- 4 79.62 6,369.99 5274 SM FA DIRECTOR OF SD LECC 0 73.38 5,870.68 1 -- -- 2 -- -- 3 -- -- 4 89.20 7,135.85 5286 CONF FA EXECUTIVE ASSISTANT 0 31.42 2,513.89 1 32.99 2,639.59 2 34.64 2,771.58 3 36.38 2,910.14 4 38.20 3,055.66 Page 1134 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 24 of 72 5461 EXEC FA EXECUTIVE DIRECTOR 0 60.19 4,815.34 1 -- -- 2 -- -- 3 -- -- 4 73.16 5,853.08 5493 MMUC FA FINANCE MANAGER 0 60.56 4,844.87 1 63.59 5,087.11 2 66.77 5,341.47 3 70.11 5,608.54 4 73.61 5,888.97 5439 PRUC FA GEOSPATIAL INTEL ANALYST 0 45.71 3,656.96 1 48.00 3,839.82 2 50.40 4,031.81 3 52.92 4,233.40 4 55.56 4,445.07 5453 MMUC FA INFO SYSTEMS PROGRAM MGR 0 53.32 4,265.88 1 55.99 4,479.17 2 58.79 4,703.10 3 61.73 4,938.27 4 64.82 5,185.20 5485 CONF FA INTEL ANLYT 0 33.20 2,656.10 1 34.86 2,788.91 2 36.60 2,928.36 3 38.43 3,074.77 4 40.36 3,228.52 5491 SM FA IVDC-LECC EXEC DIRECTOR 0 63.70 5,095.72 1 -- -- 2 -- -- 3 -- -- 4 77.42 6,193.88 5440 MMUC FA LECC INFO TECH MANAGER 0 48.76 3,900.76 1 51.20 4,095.80 2 53.76 4,300.60 3 56.45 4,515.61 4 59.27 4,741.40 Page 1135 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 25 of 72 5278 CONF FA MANAGEMENT ASSISTANT 0 29.93 2,394.19 1 31.42 2,513.89 2 33.00 2,639.60 3 34.64 2,771.59 4 36.38 2,910.15 5443 PRUC FA MICROCOMPUTER SPECIALIST 0 39.64 3,171.58 1 41.63 3,330.14 2 43.71 3,496.64 3 45.89 3,671.49 4 48.19 3,855.05 5292 PRUC FA NETWORK ADMINISTRATOR I 0 39.90 3,191.81 1 41.89 3,351.40 2 43.99 3,518.97 3 46.19 3,694.92 4 48.50 3,879.68 5294 PRUC FA NETWORK ADMINISTRATOR II 0 43.89 3,511.00 1 46.08 3,686.56 2 48.39 3,870.88 3 50.81 4,064.43 4 53.35 4,267.65 5457 PRUC FA NETWORK ADMINISTRATOR III 0 46.23 3,698.00 1 48.54 3,882.90 2 50.96 4,077.03 3 53.51 4,280.89 4 56.19 4,494.94 5444 PRUC FA PROGRAM ANALYST 0 47.30 3,783.77 1 49.66 3,972.96 2 52.15 4,171.61 3 54.75 4,380.19 4 57.49 4,599.21 5451 CONF FA PROGRAM ASSISTANT 0 23.91 1,912.51 1 25.10 2,008.13 2 26.36 2,108.55 3 27.67 2,213.99 4 29.06 2,324.67 Page 1136 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 26 of 72 5452 PRUC FA PROGRAM ASSISTANT SUPV 0 34.40 2,751.96 1 36.12 2,889.56 2 37.93 3,034.04 3 39.82 3,185.75 4 41.81 3,345.02 5445 SM FA PROGRAM MANAGER 0 52.81 4,224.87 1 55.52 4,441.89 2 58.22 4,657.93 3 61.14 4,890.81 4 64.19 5,135.37 5497 MMUC FA PUBLIC-PRVT PART EXER MGR 0 49.59 3,967.22 1 52.07 4,165.58 2 54.67 4,373.84 3 57.41 4,592.55 4 60.28 4,822.18 5284 CONF FA RCFL NETWORK ENGINEER 0 38.53 3,082.34 1 40.46 3,236.45 2 42.48 3,398.28 3 44.60 3,568.19 4 46.83 3,746.59 5495 PRUC FA SENIOR FINANCIAL ANALYST 0 37.06 2,965.13 1 38.92 3,113.38 2 40.86 3,269.07 3 42.91 3,432.51 4 45.05 3,604.13 5483 PRUC FA SENIOR INTELLIGENCE ANALYST 0 39.03 3,122.58 1 40.98 3,278.73 2 43.03 3,442.66 3 45.18 3,614.79 4 47.44 3,795.52 5454 CONF FA SENIOR PROGRAM ASSISTANT 0 28.44 2,275.40 1 29.86 2,389.17 2 31.36 2,508.64 3 32.93 2,634.07 4 34.57 2,765.78 Page 1137 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 27 of 72 5477 CONF FA SENIOR SECRETARY 0 24.59 1,967.42 1 25.82 2,065.80 2 27.11 2,169.08 3 28.47 2,277.55 4 29.89 2,391.41 5489 PRUC FA SUP INTEL ANALYST I 0 42.94 3,434.85 1 45.08 3,606.60 2 47.34 3,786.92 3 49.70 3,976.27 4 52.19 4,175.08 5487 PRUC FA SUP INTEL ANALYST II 0 49.38 3,950.08 1 51.84 4,147.58 2 54.44 4,354.96 3 57.16 4,572.72 4 60.02 4,801.35 4051 SM FAC FINANCE MANAGER 0 56.03 4,482.18 1 -- -- 2 62.25 4,979.60 3 -- -- 4 68.10 5,448.12 6425 MM FACILITIES MANAGER 0 48.46 3,876.41 1 50.88 4,070.22 2 53.42 4,273.74 3 56.09 4,487.43 4 58.90 4,711.81 7471 ACE FIELD MAINTENANCE SPECIALIST 0 23.13 1,850.73 1 24.29 1,943.27 2 25.51 2,040.43 3 26.78 2,142.46 4 28.12 2,249.58 3623 SM FINANCE MGR 0 64.70 5,176.32 1 -- -- 2 -- -- 3 -- -- 4 78.65 6,291.85 Page 1138 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 28 of 72 3624 SM FINANCE MGR (CPA) 0 71.17 5,693.95 1 -- -- 2 78.25 6,260.10 3 -- -- 4 86.51 6,921.04 5511 IAFF FIRE BATTALION CHIEF - A 0 43.29 4,848.94 1 45.46 5,091.40 2 47.73 5,345.96 3 50.12 5,613.26 4 52.62 5,893.92 5513 IAFF FIRE BATTALION CHIEF - C 0 60.61 4,848.94 1 63.64 5,091.39 2 66.82 5,345.96 3 70.17 5,613.25 4 73.67 5,893.92 5584 UCHR FIRE CAPT - C (HOURLY) 0 48.94 -- 1 51.39 -- 2 53.95 -- 3 56.65 -- 4 59.49 -- 5583 IAFF FIRE CAPTAIN - A 0 34.96 3,915.11 1 36.70 4,110.85 2 38.54 4,316.40 3 40.47 4,532.21 4 42.49 4,758.81 5582 IAFF FIRE CAPTAIN - B 0 46.61 3,915.10 1 48.94 4,110.84 2 51.39 4,316.39 3 53.95 4,532.21 4 56.65 4,758.81 5581 IAFF FIRE CAPTAIN - C 0 48.94 3,915.10 1 51.39 4,110.84 2 53.95 4,316.38 3 56.65 4,532.21 4 59.49 4,758.81 Page 1139 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 29 of 72 5501 EXEC FIRE CHIEF 0 106.01 8,481.11 1 -- -- 2 -- -- 3 -- -- 4 128.86 10,308.85 5507 MMUC FIRE DIVISION CHIEF 0 68.76 5,500.85 1 72.20 5,775.88 2 75.81 6,064.68 3 79.60 6,367.90 4 83.58 6,686.31 5603 IAFF FIRE ENGINEER - A 0 30.36 3,400.70 1 31.88 3,570.74 2 33.48 3,749.28 3 35.15 3,936.74 4 36.91 4,133.57 5601 IAFF FIRE ENGINEER - C 0 42.51 3,400.72 1 44.63 3,570.74 2 46.87 3,749.28 3 49.21 3,936.74 4 51.67 4,133.58 5536 UCHR FIRE INSPECTOR 0 35.08 -- 1 36.84 -- 2 38.68 -- 3 40.61 -- 4 42.64 -- 5530 IAFF FIRE INSPECTOR/INVESTIGATOR I 0 35.08 2,806.70 1 36.84 2,947.04 2 38.68 3,094.40 3 40.61 3,249.12 4 42.64 3,411.57 5531 IAFF FIRE INSPECTOR/INVESTIGATOR II 0 38.59 3,087.36 1 40.52 3,241.73 2 42.55 3,403.82 3 44.68 3,574.00 4 46.91 3,752.70 Page 1140 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 30 of 72 5555 ACE FIRE INVENTORY SPECIALIST 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 5533 UCHR FIRE PREVENTION AIDE 0 15.57 -- 1 16.34 -- 2 17.16 -- 3 18.02 -- 4 18.92 -- 5528 IAFF FIRE PREVENTION ENG/INVSTGTR 0 46.55 3,723.73 1 48.87 3,909.92 2 51.32 4,105.41 3 53.88 4,310.69 4 56.58 4,526.22 5537 ACE FIRE PREVENTION SPECIALIST 0 27.05 2,164.28 1 28.41 2,272.49 2 29.83 2,386.12 3 31.32 2,505.43 4 32.96 2,637.00 5625 ACE FIRE RECRUIT 0 25.73 2,058.77 1 27.02 2,161.71 2 28.37 2,269.80 3 29.79 2,383.29 4 31.28 2,502.46 5623 IAFF FIREFIGHTER - A 0 25.18 2,820.52 1 26.44 2,961.55 2 27.76 3,109.62 3 29.15 3,265.11 4 30.61 3,428.34 5621 IAFF FIREFIGHTER - C 0 35.26 2,820.52 1 37.02 2,961.55 2 38.87 3,109.62 3 40.81 3,265.10 4 42.85 3,428.36 Page 1141 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 31 of 72 5613 IAFF FIREFIGHTER/PARAMEDIC - A 0 28.96 3,243.60 1 30.41 3,405.79 2 31.93 3,576.07 3 33.53 3,754.87 4 35.20 3,942.60 5612 IAFF FIREFIGHTER/PARAMEDIC - B 0 38.61 3,243.59 1 40.55 3,405.78 2 42.57 3,576.07 3 44.70 3,754.86 4 46.94 3,942.62 5611 IAFF FIREFIGHTER/PARAMEDIC - C 0 40.55 3,243.60 1 42.57 3,405.78 2 44.70 3,576.07 3 46.94 3,754.86 4 49.28 3,942.62 0216 PRCF FISCAL AND MANAGEMENT ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 3627 MMCF FISCAL DEBT MGMT ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 0169 ACE FISCAL OFFICE SPECIALIST 0 21.34 1,707.28 1 22.41 1,792.65 2 23.53 1,882.27 3 24.70 1,976.37 4 25.94 2,075.20 0170 UCHR FISCAL OFFICE SPECIALIST 0 21.34 -- 1 22.41 -- 2 23.53 -- 3 24.70 -- 4 25.94 -- Page 1142 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 32 of 72 3610 PROF FISCAL SERVICES ANALYST 0 51.59 4,127.44 1 54.17 4,333.81 2 56.88 4,550.50 3 59.73 4,778.03 4 62.71 5,016.93 6513 ACE FLEET INVENTORY CONTROL SPEC 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 6501 MM FLEET MANAGER 0 47.26 3,780.79 1 49.62 3,969.83 2 52.10 4,168.32 3 54.71 4,376.74 4 57.44 4,595.56 6507 ACE FLEET SUPERVISOR 0 38.11 3,048.85 1 40.02 3,201.29 2 42.02 3,361.36 3 44.12 3,529.43 4 46.32 3,705.90 5114 ACE FORENSICS SPECIALIST 0 33.84 2,707.48 1 35.54 2,842.85 2 37.31 2,985.03 3 39.18 3,134.26 4 41.14 3,290.97 5759 UCHR FUELS MODULE CREWMEMBER 0 19.32 -- 1 20.29 -- 2 -- -- 3 -- -- 4 -- -- 3075 ACE GIS ANALYST 0 34.42 2,753.99 1 36.15 2,891.69 2 37.95 3,036.28 3 39.85 3,188.09 4 41.84 3,347.50 Page 1143 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 33 of 72 3079 MM GIS MANAGER 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 3077 ACE GIS TECHNICIAN 0 29.33 2,346.61 1 30.80 2,463.94 2 32.34 2,587.13 3 33.96 2,716.49 4 35.65 2,852.32 2775 ACE GRAPHIC DESIGNER 0 30.19 2,415.33 1 31.70 2,536.09 2 33.29 2,662.89 3 34.95 2,796.05 4 36.70 2,935.83 4321 MM HOMELESS SERVICES MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 4325 ACE HOMELESS SERVICES SPEC I 0 28.55 2,283.77 1 29.97 2,397.96 2 31.47 2,517.85 3 33.05 2,643.74 4 34.70 2,775.93 4323 ACE HOMELESS SERVICES SPEC II 0 31.40 2,512.15 1 32.97 2,637.75 2 34.62 2,769.64 3 36.35 2,908.12 4 38.17 3,053.53 4311 MM HOUSING MANAGER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 Page 1144 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 34 of 72 3310 PRCF HUMAN RESOURCES ANALYST 0 37.96 3,036.47 1 39.85 3,188.29 2 41.85 3,347.72 3 43.94 3,515.10 4 46.14 3,690.85 3312 UCHR HUMAN RESOURCES ANALYST 0 37.96 -- 1 39.85 -- 2 41.85 -- 3 43.94 -- 4 46.14 -- 3331 SM HUMAN RESOURCES MANAGER 0 65.12 5,209.57 1 -- -- 2 -- -- 3 -- -- 4 79.15 6,332.27 3332 UCHR HUMAN RESOURCES MANAGER 0 65.12 -- 1 -- -- 2 -- -- 3 -- -- 4 79.15 -- 3315 CONF HUMAN RESOURCES TECHNICIAN 0 29.46 2,356.85 1 30.93 2,474.70 2 32.48 2,598.43 3 34.10 2,728.35 4 35.81 2,864.77 6430 ACE HVAC TECHNICIAN 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 5104 SM INFO TECHNOLOGY MANAGER 0 68.60 5,487.68 1 71.19 5,695.53 2 -- -- 3 -- -- 4 83.38 6,670.31 Page 1145 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 35 of 72 3033 SM INFO TECHNOLOGY PROJ MANAGER 0 61.55 4,924.38 1 -- -- 2 -- -- 3 -- -- 4 74.82 5,985.62 3055 PROF INFO TECHNOLOGY SEC ANALYST 0 50.03 4,002.03 1 52.53 4,202.12 2 55.15 4,412.23 3 57.91 4,632.84 4 60.81 4,864.48 3017 ACE INFO TECHNOLOGY TECHNICIAN 0 29.62 2,369.60 1 31.10 2,488.09 2 32.66 2,612.48 3 34.29 2,743.11 4 36.00 2,880.26 3018 UCHR INFO TECHNOLOGY TECHNICIAN 0 29.62 -- 1 31.10 -- 2 32.66 -- 3 34.29 -- 4 36.00 -- 0269 UCHR INTERN - GRADUATE 0 17.71 -- 1 18.60 -- 2 19.53 -- 3 20.50 -- 4 21.53 -- 0267 UCHR INTERN - UNDERGRADUATE 0 16.10 -- 1 16.91 -- 2 17.75 -- 3 18.64 -- 4 19.57 -- 4480 PROF LANDSCAPE ARCHITECT 0 43.20 3,455.87 1 45.36 3,628.66 2 47.63 3,810.09 3 50.01 4,000.59 4 52.51 4,200.63 Page 1146 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 36 of 72 6291 ACE LANDSCAPE INSPECTOR 0 36.26 2,900.86 1 38.07 3,045.91 2 39.98 3,198.20 3 41.98 3,358.12 4 44.08 3,526.02 4482 ACE LANDSCAPE PLANNER I 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 4483 ACE LANDSCAPE PLANNER II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5111 ACE LATENT PRINT EXAMINER 0 38.92 3,113.62 1 40.87 3,269.31 2 42.91 3,432.76 3 45.06 3,604.41 4 47.31 3,784.61 2465 MMUC LAW OFFICE MANAGER 0 39.72 3,177.69 1 41.71 3,336.59 2 43.79 3,503.41 3 45.98 3,678.60 4 48.28 3,862.53 6663 ACE LEAD CUSTODIAN 0 22.98 1,838.47 1 24.13 1,930.38 2 25.34 2,026.92 3 26.60 2,128.26 4 27.93 2,234.67 0183 CONF LEGAL ASSISTANT 0 28.83 2,306.40 1 30.27 2,421.72 2 31.79 2,542.81 3 33.37 2,669.94 4 35.04 2,803.43 Page 1147 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 37 of 72 7075 ACE LIBRARIAN I 0 29.05 2,324.39 1 30.51 2,440.61 2 32.03 2,562.64 3 33.63 2,690.77 4 35.32 2,825.31 7076 UCHR LIBRARIAN I 0 29.05 -- 1 30.51 -- 2 32.03 -- 3 33.63 -- 4 35.32 -- 7073 ACE LIBRARIAN II 0 31.96 2,556.82 1 33.56 2,684.67 2 35.24 2,818.90 3 37.00 2,959.85 4 38.85 3,107.84 7071 ACE LIBRARIAN III 0 35.16 2,812.51 1 36.91 2,953.14 2 38.76 3,100.79 3 40.70 3,255.83 4 42.73 3,418.63 7181 UCHR LIBRARY AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 7157 ACE LIBRARY ASSISTANT 0 19.69 1,575.16 1 20.67 1,653.93 2 21.71 1,736.61 3 22.79 1,823.44 4 23.93 1,914.63 7091 ACE LIBRARY ASSOCIATE 0 24.89 1,990.83 1 26.13 2,090.36 2 27.44 2,194.89 3 28.81 2,304.64 4 30.25 2,419.88 Page 1148 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 38 of 72 7092 UCHR LIBRARY ASSOCIATE 0 24.89 -- 1 26.13 -- 2 27.44 -- 3 28.81 -- 4 30.25 -- 7025 MM LIBRARY DIGITAL SERVICES MGR 0 46.96 3,757.01 1 49.31 3,944.85 2 51.78 4,142.08 3 54.37 4,349.20 4 57.08 4,566.66 7029 MM LIBRARY OPERATIONS MANAGER 0 54.03 4,322.50 1 56.73 4,538.63 2 59.57 4,765.55 3 62.55 5,003.83 4 65.68 5,254.02 7121 ACE LIBRARY TECHNICIAN 0 22.64 1,811.44 1 23.78 1,902.02 2 24.96 1,997.13 3 26.21 2,096.98 4 27.52 2,201.82 7587 UCHR LIFEGUARD I 0 17.18 -- 1 18.04 -- 2 18.94 -- 3 19.89 -- 4 20.88 -- 7585 UCHR LIFEGUARD II 0 18.90 -- 1 19.84 -- 2 20.83 -- 3 21.87 -- 4 22.97 -- 6443 ACE LOCKSMITH 0 28.77 2,301.23 1 30.20 2,416.28 2 31.71 2,537.10 3 33.30 2,663.95 4 34.96 2,797.16 Page 1149 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 39 of 72 6377 ACE MAINTENANCE WORKER I 0 21.65 1,731.97 1 22.73 1,818.56 2 23.87 1,909.49 3 25.06 2,004.97 4 26.32 2,105.22 6379 UCHR MAINTENANCE WORKER I 0 21.65 -- 1 22.73 -- 2 23.87 -- 3 25.06 -- 4 26.32 -- 6373 ACE MAINTENANCE WORKER II 0 23.81 1,905.16 1 25.01 2,000.41 2 26.26 2,100.45 3 27.57 2,205.46 4 28.95 2,315.73 0228 CONF MANAGEMENT ANALYST I 0 32.70 2,616.31 1 34.34 2,747.12 2 36.06 2,884.48 3 37.86 3,028.72 4 39.75 3,180.14 0229 ACE MANAGEMENT ANALYST I 0 32.70 2,616.31 1 34.34 2,747.12 2 36.06 2,884.48 3 37.86 3,028.72 4 39.75 3,180.14 0224 CONF MANAGEMENT ANALYST II 0 35.97 2,877.94 1 37.77 3,021.84 2 39.66 3,172.92 3 41.64 3,331.57 4 43.73 3,498.14 0227 ACE MANAGEMENT ANALYST II 0 35.97 2,877.94 1 37.77 3,021.84 2 39.66 3,172.92 3 41.64 3,331.57 4 43.73 3,498.14 Page 1150 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 40 of 72 2001 MY MAYOR 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 75.67 6,053.70 6550 ACE MECHANIC ASSISTANT 0 23.20 1,856.34 1 24.36 1,949.15 2 25.58 2,046.61 3 26.86 2,148.94 4 28.20 2,256.38 0230 UCHR MGMT ANALYST I (HOURLY) 0 32.70 -- 1 34.34 -- 2 36.06 -- 3 37.86 -- 4 39.75 -- 5571 PROF MULTIMEDIA DESIGNER 0 35.62 2,849.89 1 37.40 2,992.39 2 39.28 3,142.00 3 41.24 3,299.10 4 43.30 3,464.05 5569 ACE MULTIMEDIA PRODUCTON SPCLST 0 29.06 2,324.96 1 30.52 2,441.20 2 32.04 2,563.27 3 33.64 2,691.43 4 35.33 2,826.00 0160 UCHR OFFICE SPECIALIST 0 20.32 -- 1 21.34 -- 2 22.41 -- 3 23.53 -- 4 24.70 -- 0161 ACE OFFICE SPECIALIST 0 20.32 1,625.95 1 21.34 1,707.25 2 22.41 1,792.62 3 23.53 1,882.24 4 24.70 1,976.34 Page 1151 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 41 of 72 0162 ACE OFFICE SPECIALIST-MAYOR 0 20.32 1,625.95 1 21.34 1,707.25 2 22.41 1,792.62 3 23.53 1,882.24 4 24.70 1,976.34 6311 ACE OPEN SPACE INSPECTOR 0 36.26 2,900.86 1 38.07 3,045.91 2 39.98 3,198.20 3 41.98 3,358.12 4 44.08 3,526.02 6302 MM OPEN SPACE MANAGER 0 45.81 3,664.72 1 48.10 3,847.96 2 50.50 4,040.36 3 53.03 4,242.37 4 55.68 4,454.50 3025 MM OPERATIONS AND TELECOMM MGR 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 6434 ACE PAINTER 0 27.46 2,196.64 1 28.83 2,306.46 2 30.27 2,421.78 3 31.79 2,542.88 4 33.38 2,670.02 2475 CONF PARALEGAL 0 30.94 2,475.11 1 32.49 2,598.85 2 34.11 2,728.81 3 35.82 2,865.25 4 37.61 3,008.51 2476 UCHR PARALEGAL 0 30.94 -- 1 32.49 -- 2 34.11 -- 3 35.82 -- 4 37.61 -- Page 1152 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 42 of 72 5655 NIAF PARAMEDIC (NON-SAFETY) - A 0 21.43 -- 1 22.50 -- 2 23.63 -- 3 24.81 -- 4 26.05 -- 5653 NIAF PARAMEDIC (NON-SAFETY) - C 0 34.29 -- 1 36.01 -- 2 37.81 -- 3 39.70 -- 4 41.68 -- 5656 UCHR PARAMEDIC (NS/HRLY) 0 21.43 -- 1 22.50 -- 2 23.63 -- 3 24.81 -- 4 26.05 -- 5654 NIAF PARAMEDIC RECRUIT (NS) 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 19.08 -- 7434 UCHR PARK RANGER 0 17.25 -- 1 18.11 -- 2 19.02 -- 3 19.97 -- 4 20.97 -- 7431 PROF PARK RANGER PROGRAM MANAGER 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 7441 ACE PARK RANGER SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 Page 1153 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 43 of 72 5154 ACE PARKING ENFORCEMENT OFFICER 0 21.88 1,750.39 1 22.97 1,837.91 2 24.12 1,929.81 3 25.33 2,026.29 4 26.60 2,127.61 3693 ACE PARKING METER TECHNICIAN 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 6619 ACE PARKS MAINT WORKER I 0 21.65 1,731.97 1 22.73 1,818.56 2 23.87 1,909.49 3 25.06 2,004.97 4 26.32 2,105.22 6620 UCHR PARKS MAINT WORKER I (HOURLY) 0 21.65 -- 1 22.73 -- 2 23.87 -- 3 25.06 -- 4 26.32 -- 6617 ACE PARKS MAINT WORKER II 0 23.81 1,905.16 1 25.01 2,000.41 2 26.26 2,100.45 3 27.57 2,205.46 4 28.95 2,315.73 6604 MM PARKS MANAGER 0 45.81 3,664.99 1 48.10 3,848.23 2 50.51 4,040.64 3 53.03 4,242.67 4 55.68 4,454.79 6605 ACE PARKS SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 Page 1154 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 44 of 72 3665 CONF PAYROLL SPECIALIST 0 30.91 2,472.67 1 32.45 2,596.30 2 34.08 2,726.11 3 35.78 2,862.42 4 37.57 3,005.55 3663 MMCF PAYROLL SUPERVISOR 0 41.31 3,305.19 1 43.38 3,470.45 2 45.55 3,643.96 3 47.83 3,826.17 4 50.22 4,017.47 5061 POA PEACE OFFICER 0 46.04 3,683.35 1 48.34 3,867.51 2 50.76 4,060.88 3 53.30 4,263.92 4 55.96 4,477.12 5 58.76 4,700.98 4731 MM PLAN CHECK SUPERVISOR 0 52.91 4,232.71 1 55.55 4,444.34 2 58.33 4,666.56 3 61.25 4,899.89 4 64.31 5,144.86 4753 ACE PLAN CHECK TECHNICIAN 0 31.53 2,522.49 1 33.11 2,648.61 2 34.76 2,781.04 3 36.50 2,920.10 4 38.33 3,066.10 4727 SM PLANNING MANAGER 0 72.52 5,801.92 1 -- -- 2 79.43 6,354.08 3 -- -- 4 88.15 7,052.27 Page 1155 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 45 of 72 4527 ACE PLANNING TECHNICIAN 0 25.91 2,072.61 1 27.20 2,176.21 2 28.56 2,285.02 3 29.99 2,399.28 4 31.49 2,519.25 6432 ACE PLUMBER 0 30.79 2,463.13 1 32.33 2,586.29 2 33.95 2,715.61 3 35.64 2,851.38 4 37.42 2,993.96 5219 UCHR POL WELLNESS COORDINATOR 0 45.92 -- 1 48.21 -- 2 50.62 -- 3 53.15 -- 4 55.81 -- 5025 SM POLICE ADMIN SVCS ADMINISTRATR 0 64.70 5,176.32 1 -- -- 2 -- -- 3 77.18 6,174.20 4 78.65 6,291.85 5051 POA POLICE AGENT 0 50.70 4,055.95 1 53.23 4,258.75 2 55.90 4,471.68 3 58.69 4,695.25 4 61.63 4,930.01 5 64.71 5,176.52 5022 SM POLICE CAPTAIN 0 93.88 7,510.64 1 -- -- 2 -- -- 3 -- -- 4 114.12 9,129.24 Page 1156 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 46 of 72 5258 ACE POLICE COMM RELATIONS SPEC 0 27.68 2,214.24 1 29.06 2,324.96 2 30.52 2,441.20 3 32.04 2,563.27 4 33.64 2,691.43 5185 MM POLICE COMMUNICATIONS SYS MGR 0 56.21 4,496.58 1 59.02 4,721.41 2 61.97 4,957.48 3 65.07 5,205.35 4 68.32 5,465.62 5187 UCHR POLICE DISPATCH CALLTAKER 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 5180 UCHR POLICE DISPATCHER 0 33.83 -- 1 35.52 -- 2 37.30 -- 3 39.16 -- 4 41.12 -- 5181 ACE POLICE DISPATCHER 0 33.83 2,706.46 1 35.52 2,841.79 2 37.30 2,983.88 3 39.16 3,133.06 4 41.12 3,289.71 5183 ACE POLICE DISPATCHER SUPERVISOR 0 39.81 3,185.16 1 41.81 3,344.42 2 43.90 3,511.64 3 46.09 3,687.22 4 48.39 3,871.58 5179 ACE POLICE DISPATCHER TRAINEE 0 30.76 2,460.42 1 32.29 2,583.45 2 33.91 2,712.61 3 35.60 2,848.24 4 37.38 2,990.65 Page 1157 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 47 of 72 5191 ACE POLICE FACILITY & SUPPLY COORD 0 28.24 2,259.45 1 29.66 2,372.42 2 31.14 2,491.03 3 32.69 2,615.57 4 34.33 2,746.37 5031 POA POLICE LIEUTENANT 0 69.99 5,599.09 1 73.49 5,879.04 2 77.16 6,172.99 3 81.02 6,481.66 4 85.07 6,805.74 5 89.33 7,146.03 5203 ACE POLICE RECORDS & SUPPORT SUPV 0 27.40 2,191.79 1 28.77 2,301.38 2 30.21 2,416.45 3 31.72 2,537.27 4 33.30 2,664.14 0165 ACE POLICE RECORDS SPECIALIST 0 20.72 1,657.31 1 21.75 1,740.17 2 22.84 1,827.18 3 23.98 1,918.54 4 25.18 2,014.47 0166 UCHR POLICE RECORDS SPECIALIST 0 20.72 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5071 ACE POLICE RECRUIT 0 32.89 2,631.19 1 34.53 2,762.73 2 36.26 2,900.86 3 38.07 3,045.91 4 39.98 3,198.20 Page 1158 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 48 of 72 5041 POA POLICE SERGEANT 0 58.32 4,665.56 1 61.24 4,898.84 2 64.30 5,143.79 3 67.51 5,400.97 4 70.89 5,671.02 5 74.43 5,954.57 5415 ACE POLICE SERVICES TECHNICIAN 0 26.08 2,086.79 1 27.39 2,191.13 2 28.76 2,300.70 3 30.20 2,415.72 4 31.71 2,536.52 5207 UCHR POLICE SUPPORT SERVICES AIDE 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 5205 MM POLICE SUPPORT SERVICES MGR 0 46.90 3,751.61 1 49.24 3,939.19 2 51.70 4,136.15 3 54.29 4,342.95 4 57.00 4,560.10 5209 MM POLICE TECHNOLOGY MANAGER 0 49.89 3,991.41 1 52.39 4,190.99 2 55.01 4,400.53 3 57.76 4,620.56 4 60.65 4,851.60 5107 ACE POLICE TECHNOLOGY SPECIALIST 0 41.24 3,299.07 1 43.30 3,464.02 2 45.47 3,637.23 3 47.74 3,819.08 4 50.13 4,010.04 2013 PRUC POLICY AIDE 0 31.76 2,540.66 1 33.35 2,667.69 2 35.01 2,801.06 3 36.76 2,941.12 4 38.60 3,088.19 Page 1159 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 49 of 72 3629 MMCF PRINCIPAL ACCOUNTANT 0 46.49 3,718.96 1 48.81 3,904.91 2 51.25 4,100.14 3 53.81 4,305.15 4 56.51 4,520.40 6021 MM PRINCIPAL CIVIL ENGINEER 0 70.63 5,650.63 1 74.16 5,933.17 2 77.87 6,229.82 3 81.77 6,541.33 4 85.85 6,868.39 2724 MM PRINCIPAL ECON DEV SPECIALIST 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 2724 PROF PRINCIPAL ECON DEV SPECIALIST 0 47.50 3,800.10 1 49.88 3,990.11 2 52.37 4,189.61 3 54.99 4,399.09 4 57.74 4,619.04 3305 MMCF PRINCIPAL HR ANALYST 0 50.20 4,015.74 1 52.71 4,216.53 2 55.34 4,427.36 3 58.11 4,648.72 4 61.01 4,881.16 4486 MM PRINCIPAL LANDSCAPE ARCHITECT 0 54.00 4,320.22 1 56.70 4,536.24 2 59.54 4,763.05 3 62.52 5,001.21 4 65.64 5,251.26 7051 MM PRINCIPAL LIBRARIAN 0 46.96 3,757.01 1 49.31 3,944.85 2 51.78 4,142.08 3 54.37 4,349.20 4 57.08 4,566.66 Page 1160 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 50 of 72 0208 PROF PRINCIPAL MANAGEMENT ANALYST 0 49.14 3,930.93 1 51.59 4,127.48 2 54.17 4,333.85 3 56.88 4,550.55 4 59.73 4,778.08 0214 PRCF PRINCIPAL MANAGEMENT ANALYST 0 49.14 3,930.93 1 51.59 4,127.48 2 54.17 4,333.85 3 56.88 4,550.55 4 59.73 4,778.08 0209 UCHR PRINCIPAL MGMT ANALYST (HRLY) 0 49.14 -- 1 51.59 -- 2 54.17 -- 3 56.88 -- 4 59.73 -- 4431 MM PRINCIPAL PLANNER 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 4212 PROF PRINCIPAL PROJECT COORDINATOR 0 56.03 4,482.20 1 58.83 4,706.30 2 61.77 4,941.61 3 64.86 5,188.70 4 68.10 5,448.12 7410 MM PRINCIPAL RECREATION MANAGER 0 47.23 3,778.54 1 49.59 3,967.47 2 52.07 4,165.84 3 54.68 4,374.13 4 57.41 4,592.84 3363 MMCF PRINCIPAL RISK MANAGEMENT SPEC 0 52.41 4,192.89 1 55.03 4,402.54 2 57.78 4,622.67 3 60.67 4,853.80 4 63.71 5,096.49 Page 1161 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 51 of 72 6020 MM PRINCIPAL TRAFFIC ENGINEER 0 70.63 5,650.63 1 74.16 5,933.17 2 77.87 6,229.82 3 81.77 6,541.33 4 85.85 6,868.39 3717 MM PROCUREMENT SERVICES ANALYST 0 46.50 3,720.20 1 48.83 3,906.20 2 51.27 4,101.51 3 53.83 4,306.58 4 56.52 4,521.92 3721 ACE PROCUREMENT SPECIALIST 0 32.05 2,564.08 1 33.65 2,692.27 2 35.34 2,826.87 3 37.10 2,968.23 4 38.96 3,116.64 3090 PROF PROGRAMMER ANALYST 0 41.87 3,349.88 1 43.97 3,517.37 2 46.17 3,693.25 3 48.47 3,877.91 4 50.90 4,071.80 4217 ACE PROJECT COORDINATOR I 0 34.31 2,745.11 1 36.03 2,882.37 2 37.83 3,026.49 3 39.72 3,177.82 4 41.71 3,336.71 4215 ACE PROJECT COORDINATOR II 0 37.75 3,019.62 1 39.63 3,170.61 2 41.61 3,329.15 3 43.69 3,495.59 4 45.88 3,670.37 5127 ACE PROPERTY & EVIDENCE SPECIALIST 0 22.92 1,833.22 1 24.06 1,924.88 2 25.26 2,021.14 3 26.53 2,122.19 4 27.85 2,228.30 Page 1162 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 52 of 72 5121 ACE PROPERTY & EVIDENCE SUPERVISOR 0 30.31 2,424.43 1 31.82 2,545.67 2 33.41 2,672.94 3 35.08 2,806.60 4 36.84 2,946.92 2784 UCHR PUBLIC INFO SPECIALIST (HRLY) 0 32.26 -- 1 33.88 -- 2 35.57 -- 3 37.35 -- 4 39.22 -- 2782 CONF PUBLIC INFORMATION SPECIALIST 0 32.26 2,581.14 1 33.88 2,710.22 2 35.57 2,845.70 3 37.35 2,988.00 4 39.22 3,137.40 2783 ACE PUBLIC INFORMATION SPECIALIST 0 32.26 2,581.14 1 33.88 2,710.22 2 35.57 2,845.70 3 37.35 2,988.00 4 39.22 3,137.40 5254 ACE PUBLIC SAFETY ANALYST 0 35.31 2,824.49 1 37.07 2,965.71 2 38.93 3,114.00 3 40.87 3,269.71 4 42.91 3,433.19 5256 UCHR PUBLIC SAFETY ANALYST 0 35.31 -- 1 37.07 -- 2 38.93 -- 3 40.87 -- 4 42.91 -- 6123 ACE PUBLIC WORKS INSPECTOR I 0 32.96 2,637.16 1 34.61 2,769.00 2 36.34 2,907.46 3 38.16 3,052.83 4 40.07 3,205.47 Page 1163 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 53 of 72 6121 ACE PUBLIC WORKS INSPECTOR II 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 6336 MM PUBLIC WORKS MANAGER 0 48.15 3,851.61 1 50.55 4,044.19 2 53.08 4,246.40 3 55.73 4,458.73 4 58.52 4,681.66 6712 ACE PUBLIC WORKS SPECIALIST 0 26.28 2,102.08 1 27.59 2,207.17 2 28.97 2,317.52 3 30.42 2,433.40 4 31.94 2,555.09 6327 SM PUBLIC WORKS SUPERINTENDENT 0 63.57 5,085.59 1 -- -- 2 -- -- 3 -- -- 4 77.27 6,181.58 6337 ACE PUBLIC WORKS SUPERVISOR 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 6392 ACE PUMP MAINTENANCE SUPERVISOR 0 35.61 2,848.91 1 37.39 2,991.37 2 39.26 3,140.92 3 41.22 3,297.97 4 43.29 3,462.87 6396 ACE PUMP MAINTENANCE TECHNICIAN 0 30.97 2,477.31 1 32.51 2,601.18 2 34.14 2,731.23 3 35.85 2,867.79 4 37.64 3,011.18 Page 1164 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 54 of 72 3711 SM PURCHASING AGENT 0 60.21 4,816.92 1 -- -- 2 -- -- 3 -- -- 4 73.19 5,855.00 5417 ACE RANGE MASTER 0 26.47 2,117.97 1 27.80 2,223.87 2 29.19 2,335.06 3 30.65 2,451.81 4 32.18 2,574.41 6037 MMUC REAL PROPERTY MANAGER 0 53.41 4,272.86 1 56.08 4,486.50 2 58.89 4,710.83 3 61.83 4,946.37 4 64.92 5,193.69 2211 MM RECORDS MANAGER 0 41.56 3,324.56 1 43.63 3,490.79 2 45.82 3,665.32 3 48.11 3,848.59 4 50.51 4,041.02 2217 ACE RECORDS SPECIALIST 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 7605 UCHR RECREATION AIDE 0 16.27 -- 1 17.09 -- 2 17.94 -- 3 18.84 -- 4 19.78 -- 7603 UCHR RECREATION LEADER 0 18.71 -- 1 19.65 -- 2 20.63 -- 3 21.66 -- 4 22.75 -- Page 1165 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 55 of 72 7601 UCHR RECREATION SPECIALIST 0 22.46 -- 1 23.58 -- 2 24.76 -- 3 26.00 -- 4 27.30 -- 7425 ACE RECREATION SUPERVISOR I 0 26.66 2,132.89 1 27.99 2,239.53 2 29.39 2,351.52 3 30.86 2,469.09 4 32.41 2,592.54 7426 UCHR RECREATION SUPERVISOR I 0 26.66 -- 1 27.99 -- 2 29.39 -- 3 30.86 -- 4 32.41 -- 7423 ACE RECREATION SUPERVISOR II 0 29.33 2,346.18 1 30.79 2,463.49 2 32.33 2,586.66 3 33.95 2,716.00 4 35.65 2,851.80 7422 ACE RECREATION SUPERVISOR III 0 33.73 2,698.11 1 35.41 2,833.02 2 37.18 2,974.67 3 39.04 3,123.39 4 40.99 3,279.56 2742 ACE RECYCLING SPECIALIST I 0 26.03 2,082.39 1 27.33 2,186.51 2 28.70 2,295.85 3 30.13 2,410.62 4 31.64 2,531.16 2744 ACE RECYCLING SPECIALIST II 0 28.63 2,290.64 1 30.06 2,405.18 2 31.57 2,525.43 3 33.15 2,651.70 4 34.80 2,784.29 Page 1166 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 56 of 72 5307 ACE REGISTERED VETERINARY TECH 0 24.86 1,988.48 1 26.10 2,087.90 2 27.40 2,192.30 3 28.77 2,301.93 4 30.21 2,417.03 5312 UCHR REGISTERED VETERINARY TECH 0 24.86 -- 1 26.10 -- 2 27.40 -- 3 28.77 -- 4 30.21 -- 5081 UCHR RESERVE OFFICER 0 14.24 -- 1 14.95 -- 2 15.69 -- 3 -- -- 4 -- -- 9903 UCHR RET ANNT - HOMELESS SOL COORD 0 37.77 -- 1 39.66 -- 2 41.64 -- 3 43.72 -- 4 45.91 -- 3689 SM REVENUE MANAGER 0 64.70 5,176.32 1 -- -- 2 -- -- 3 74.36 5,949.09 4 78.65 6,291.85 3367 PRCF RISK MANAGEMENT SPECIALIST 0 39.63 3,170.42 1 41.61 3,328.94 2 43.69 3,495.40 3 45.88 3,670.17 4 48.17 3,853.67 3368 UCHR RISK MGMT SPECIALIST (HOURLY) 0 39.63 -- 1 41.61 -- 2 43.69 -- 3 45.88 -- 4 48.17 -- Page 1167 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 57 of 72 0231 UCHR SEASONAL ASSISTANT 0 16.00 -- 1 16.80 -- 2 17.64 -- 3 18.52 -- 4 19.45 -- 0171 ACE SECRETARY 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 3630 MMCF SENIOR ACCOUNTANT 0 41.88 3,350.19 1 43.97 3,517.70 2 46.17 3,693.57 3 48.48 3,878.26 4 50.90 4,072.17 3651 ACE SENIOR ACCOUNTING ASSISTANT 0 26.57 2,125.24 1 27.89 2,231.50 2 29.29 2,343.09 3 30.75 2,460.26 4 32.29 2,583.26 0185 ACE SENIOR ADMIN SECRETARY 0 31.40 2,512.16 1 32.97 2,637.76 2 34.62 2,769.66 3 36.35 2,908.11 4 38.17 3,053.53 5345 ACE SENIOR ANIMAL CARE SPECIALIST 0 23.82 1,905.62 1 25.01 2,000.91 2 26.26 2,100.95 3 27.58 2,206.00 4 28.95 2,316.29 3089 PROF SENIOR APPLICATION SUPP SPEC 0 46.39 3,710.91 1 48.71 3,896.47 2 51.14 4,091.28 3 53.70 4,295.86 4 56.38 4,510.65 Page 1168 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 58 of 72 2403 SM SENIOR ASSISTANT CITY ATTORNEY 0 89.83 7,186.71 1 -- -- 2 -- -- 3 -- -- 4 109.19 8,735.50 4781 ACE SENIOR BUILDING INSPECTOR 0 41.70 3,335.97 1 43.78 3,502.78 2 45.97 3,677.92 3 48.27 3,861.82 4 50.69 4,054.89 4507 ACE SENIOR BUSINESS LICENSE REP 0 26.57 2,125.24 1 27.89 2,231.50 2 29.29 2,343.09 3 30.75 2,460.26 4 32.29 2,583.26 6019 WCE SENIOR CIVIL ENGINEER 0 60.16 4,812.88 1 63.17 5,053.53 2 66.33 5,306.20 3 69.64 5,571.52 4 73.13 5,850.09 4763 ACE SENIOR CODE ENFORCEMNT OFFICER 0 39.84 3,187.43 1 41.83 3,346.79 2 43.93 3,514.14 3 46.12 3,689.83 4 48.43 3,874.33 6204 ACE SENIOR CONSERVATION SPECIALIST 0 32.93 2,634.26 1 34.57 2,765.97 2 36.30 2,904.26 3 38.12 3,049.47 4 40.02 3,201.95 2025 UCHR SENIOR COUNCIL ASSISTANT 0 29.52 -- 1 31.00 -- 2 32.55 -- 3 34.18 -- 4 35.88 -- Page 1169 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 59 of 72 2027 CONF SENIOR COUNCIL ASSISTANT 0 29.52 2,361.79 1 31.00 2,479.88 2 32.55 2,603.87 3 34.18 2,734.07 4 35.88 2,870.77 2725 PROF SENIOR ECON DEVELOPMENT SPEC 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 6442 ACE SENIOR ELECTRICIAN 0 35.41 2,832.60 1 37.18 2,974.24 2 39.04 3,122.95 3 40.99 3,279.09 4 43.04 3,443.04 6471 ACE SENIOR ELECTRONICS TECHNICIAN 0 38.95 3,115.87 1 40.90 3,271.66 2 42.94 3,435.25 3 45.09 3,607.01 4 47.34 3,787.35 6059 ACE SENIOR ENGINEERING TECHNICIAN 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 6512 ACE SENIOR EQUIPMENT MECHANIC 0 34.06 2,725.05 1 35.77 2,861.30 2 37.55 3,004.36 3 39.43 3,154.57 4 41.40 3,312.30 5529 IAFF SENIOR FIRE INSPECTOR/INVESTIG 0 44.83 3,586.35 1 47.07 3,765.65 2 49.42 3,953.94 3 51.90 4,151.65 4 54.49 4,359.21 Page 1170 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 60 of 72 0175 ACE SENIOR FISCAL OFFICE SPECIALST 0 23.47 1,877.99 1 24.65 1,971.89 2 25.88 2,070.50 3 27.18 2,174.01 4 28.53 2,282.72 3073 ACE SENIOR GIS ANALYST 0 37.87 3,029.38 1 39.76 3,180.86 2 41.75 3,339.90 3 43.84 3,506.89 4 46.03 3,682.24 2764 PROF SENIOR GRAPHIC DESIGNER 0 39.04 3,123.42 1 40.99 3,279.59 2 43.04 3,443.58 3 45.20 3,615.75 4 47.46 3,796.53 3308 PRCF SENIOR HR ANALYST 0 43.65 3,491.95 1 45.83 3,666.54 2 48.12 3,849.87 3 50.53 4,042.36 4 53.06 4,244.49 3313 UCHR SENIOR HR ANALYST 0 43.65 -- 1 45.83 -- 2 48.12 -- 3 50.53 -- 4 53.06 -- 3316 CONF SENIOR HR TECHNICIAN 0 33.88 2,710.38 1 35.57 2,845.90 2 37.35 2,988.19 3 39.22 3,137.60 4 41.18 3,294.50 6441 ACE SENIOR HVAC TECHNICIAN 0 35.41 2,832.60 1 37.18 2,974.24 2 39.04 3,122.95 3 40.99 3,279.09 4 43.04 3,443.04 Page 1171 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 61 of 72 3012 PROF SENIOR INFO TECH SUPPORT SPEC 0 40.98 3,278.30 1 43.03 3,442.22 2 45.18 3,614.33 3 47.44 3,795.05 4 49.81 3,984.79 3031 PROF SENIOR ITS/POL SPEC II (T) 0 45.16 3,612.57 1 47.42 3,793.20 2 49.79 3,982.87 3 52.28 4,182.01 4 54.89 4,391.11 6285 WCE SENIOR LAND SURVEYOR 0 54.69 4,375.35 1 57.43 4,594.12 2 60.30 4,823.82 3 63.31 5,065.01 4 66.48 5,318.26 6295 ACE SENIOR LANDSCAPE INSPECTOR 0 41.70 3,335.99 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.91 5110 ACE SENIOR LATENT PRINT EXAMINER 0 44.76 3,580.65 1 47.00 3,759.70 2 49.35 3,947.67 3 51.81 4,145.07 4 54.40 4,352.31 2463 CONF SENIOR LEGAL ASSISTANT 0 31.71 2,537.03 1 33.30 2,663.87 2 34.96 2,797.07 3 36.71 2,936.92 4 38.55 3,083.78 7053 MM SENIOR LIBRARIAN 0 37.47 2,997.68 1 39.34 3,147.57 2 41.31 3,304.95 3 43.38 3,470.19 4 45.55 3,643.70 Page 1172 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 62 of 72 7589 UCHR SENIOR LIFEGUARD 0 20.79 -- 1 21.82 -- 2 22.92 -- 3 24.06 -- 4 25.26 -- 6371 ACE SENIOR MAINTENANCE WORKER 0 28.58 2,286.19 1 30.01 2,400.51 2 31.51 2,520.52 3 33.08 2,646.55 4 34.74 2,778.88 0206 PROF SENIOR MANAGEMENT ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 0226 PRCF SENIOR MANAGEMENT ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 3051 PROF SENIOR NETWORK ENGINEER 0 55.09 4,406.86 1 57.84 4,627.21 2 60.73 4,858.57 3 63.77 5,101.50 4 66.96 5,356.57 0173 ACE SENIOR OFFICE SPECIALIST 0 22.36 1,788.57 1 23.48 1,878.00 2 24.65 1,971.90 3 25.88 2,070.51 4 27.18 2,174.01 0174 UCHR SENIOR OFFICE SPECIALIST 0 22.36 -- 1 23.48 -- 2 24.65 -- 3 25.88 -- 4 27.18 -- Page 1173 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 63 of 72 6309 ACE SENIOR OPEN SPACE INSPECTOR 0 41.70 3,335.99 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.91 7439 ACE SENIOR PARK RANGER 0 28.54 2,283.07 1 29.97 2,397.22 2 31.46 2,517.08 3 33.04 2,642.94 4 34.69 2,775.09 5157 ACE SENIOR PARKING ENFORCEMENT OFF 0 24.07 1,925.43 1 25.27 2,021.70 2 26.53 2,122.79 3 27.86 2,228.92 4 29.25 2,340.37 6615 ACE SENIOR PARKS MAINT WORKER 0 28.58 2,286.19 1 30.01 2,400.51 2 31.51 2,520.52 3 33.08 2,646.55 4 34.74 2,778.88 4746 WCE SENIOR PLAN CHECK ENGINEER 0 50.69 4,055.35 1 53.23 4,258.11 2 55.89 4,471.01 3 58.68 4,694.58 4 61.62 4,929.30 4751 ACE SENIOR PLAN CHECK TECHNICIAN 0 36.26 2,900.85 1 38.07 3,045.90 2 39.98 3,198.18 3 41.98 3,358.12 4 44.08 3,526.01 4432 PROF SENIOR PLANNER 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 Page 1174 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 64 of 72 4529 ACE SENIOR PLANNING TECHNICIAN 0 29.79 2,383.47 1 31.28 2,502.65 2 32.85 2,627.79 3 34.49 2,759.17 4 36.21 2,897.14 0135 ACE SENIOR POLICE RECORDS SPEC 0 23.82 1,905.90 1 25.02 2,001.21 2 26.27 2,101.26 3 27.58 2,206.32 4 28.96 2,316.63 0136 UCHR SENIOR POLICE RECORDS SPEC 0 23.82 -- 1 25.02 -- 2 26.27 -- 3 27.58 -- 4 28.96 -- 3728 PROF SENIOR PROCUREMENT SPECIALIST 0 37.46 2,996.43 1 39.33 3,146.26 2 41.29 3,303.57 3 43.36 3,468.75 4 45.53 3,642.19 3091 PROF SENIOR PROGRAMMER ANALYST 0 47.74 3,818.94 1 50.12 4,009.90 2 52.63 4,210.39 3 55.26 4,420.91 4 58.02 4,641.95 4214 PROF SENIOR PROJECT COORDINATOR 0 47.29 3,783.48 1 49.66 3,972.65 2 52.14 4,171.28 3 54.75 4,379.85 4 57.49 4,598.84 5125 ACE SENIOR PROPRTY & EVIDENCE SPEC 0 26.35 2,108.20 1 27.67 2,213.62 2 29.05 2,324.31 3 30.51 2,440.51 4 32.03 2,562.54 Page 1175 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 65 of 72 5248 UCHR SENIOR PUBLIC SAFETY ANALYST 0 44.67 -- 1 46.90 -- 2 49.25 -- 3 51.71 -- 4 54.30 -- 5260 PROF SENIOR PUBLIC SAFETY ANALYST 0 44.67 3,573.57 1 46.90 3,752.26 2 49.25 3,939.86 3 51.71 4,136.86 4 54.30 4,343.71 6101 ACE SENIOR PUBLIC WORKS INSPECTOR 0 41.70 3,335.98 1 43.78 3,502.79 2 45.97 3,677.93 3 48.27 3,861.83 4 50.69 4,054.90 6702 ACE SENIOR PUBLIC WORKS SPECIALIST 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 2215 ACE SENIOR RECORDS SPECIALIST 0 25.71 2,056.86 1 27.00 2,159.69 2 28.35 2,267.68 3 29.76 2,381.07 4 31.25 2,500.12 2746 ACE SENIOR RECYCLING SPECIALIST 0 32.93 2,634.26 1 34.57 2,765.97 2 36.30 2,904.26 3 38.12 3,049.47 4 40.02 3,201.95 3365 PRCF SENIOR RISK MANAGEMENT SPEC 0 45.57 3,645.99 1 47.85 3,828.29 2 50.25 4,019.70 3 52.76 4,220.69 4 55.40 4,431.73 Page 1176 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 66 of 72 0177 ACE SENIOR SECRETARY 0 24.59 1,967.42 1 25.82 2,065.81 2 27.11 2,169.09 3 28.47 2,277.56 4 29.89 2,391.43 6573 ACE SENIOR TREE TRIMMER 0 31.44 2,514.81 1 33.01 2,640.56 2 34.66 2,772.57 3 36.39 2,911.21 4 38.21 3,056.77 2779 PROF SENIOR WEBMASTER 0 39.19 3,134.88 1 41.15 3,291.60 2 43.20 3,456.20 3 45.36 3,629.01 4 47.63 3,810.46 6169 ACE SIGNAL SYSTEMS ENGINEER I 0 37.90 3,031.81 1 39.79 3,183.38 2 41.78 3,342.56 3 43.87 3,509.69 4 46.06 3,685.16 6170 ACE SIGNAL SYSTEMS ENGINEER II 0 41.69 3,334.98 1 43.77 3,501.73 2 45.96 3,676.80 3 48.26 3,860.65 4 50.67 4,053.68 6355 ACE SIGNING AND STRIPING SUPV 0 35.03 2,802.19 1 36.78 2,942.29 2 38.62 3,089.41 3 40.55 3,243.88 4 42.58 3,406.08 2751 SM SPECIAL PROJECTS MGR 0 54.17 4,333.81 1 -- -- 2 -- -- 3 65.36 5,228.58 4 65.85 5,267.77 Page 1177 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 67 of 72 2752 UCHR SPECIAL PROJECTS MGR (HOURLY) 0 54.17 -- 1 -- -- 2 -- -- 3 65.36 -- 4 65.85 -- 6614 UCHR SR PARKS MAINT WRKR (HOURLY) 0 28.58 -- 1 30.01 -- 2 31.51 -- 3 33.08 -- 4 34.74 -- 3734 ACE STOREKEEPER 0 23.78 1,902.55 1 24.97 1,997.69 2 26.22 2,097.56 3 27.53 2,202.45 4 28.91 2,312.57 3732 ACE STOREKEEPER SUPERVISOR 0 28.54 2,283.07 1 29.97 2,397.22 2 31.46 2,517.08 3 33.04 2,642.94 4 34.69 2,775.09 6127 ACE STORMWATER COMPLNCE INSP I 0 30.76 2,461.04 1 32.30 2,584.09 2 33.92 2,713.30 3 35.61 2,848.97 4 37.39 2,991.42 6125 ACE STORMWATER COMPLNCE INSP II 0 33.84 2,707.15 1 35.53 2,842.50 2 37.31 2,984.63 3 39.17 3,133.87 4 41.13 3,290.55 6137 ACE STORMWATER ENV SPECIALIST I 0 34.46 2,757.01 1 36.19 2,894.88 2 38.00 3,039.61 3 39.90 3,191.60 4 41.89 3,351.19 Page 1178 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 68 of 72 6135 ACE STORMWATER ENV SPECIALIST II 0 37.91 3,032.73 1 39.80 3,184.37 2 41.79 3,343.59 3 43.88 3,510.74 4 46.08 3,686.31 6131 MM STORMWATER PROGRAM MANAGER 0 52.19 4,175.47 1 54.80 4,384.24 2 57.54 4,603.44 3 60.42 4,833.63 4 63.44 5,075.30 5241 MM SUPRVSNG PUBLIC SAFETY ANALYST 0 51.37 4,109.61 1 53.94 4,315.10 2 56.64 4,530.85 3 59.47 4,757.39 4 62.44 4,995.25 6151 ACE SURVEY TECHNICIAN I 0 28.66 2,293.16 1 30.10 2,407.82 2 31.60 2,528.21 3 33.18 2,654.63 4 34.84 2,787.37 6141 ACE SURVEY TECHNICIAN II 0 31.53 2,522.48 1 33.11 2,648.60 2 34.76 2,781.03 3 36.50 2,920.08 4 38.33 3,066.09 3015 PROF SYSTEMS/DATABASE ADMINISTRATOR 0 43.61 3,488.43 1 45.79 3,662.87 2 48.08 3,846.00 3 50.48 4,038.31 4 53.00 4,240.21 3027 ACE TELECOMMUNICATIONS SPECIALIST 0 26.53 2,122.26 1 27.85 2,228.37 2 29.25 2,339.79 3 30.71 2,456.78 4 32.25 2,579.62 Page 1179 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 69 of 72 7503 UCHR TINY TOT AIDE 0 18.71 -- 1 19.65 -- 2 20.63 -- 3 21.66 -- 4 22.75 -- 7505 UCHR TINY TOT SPECIALIST 0 22.46 -- 1 23.58 -- 2 24.76 -- 3 26.00 -- 4 27.30 -- 5155 UCHR TRAFFIC CONTROL ASSISTANT 0 15.69 -- 1 16.48 -- 2 17.30 -- 3 18.17 -- 4 19.08 -- 5293 UCHR TRAFFIC OFFICER 0 15.69 -- 1 16.48 -- 2 17.30 -- 3 18.17 -- 4 19.08 -- 6187 ACE TRAFFIC SIGNAL & LIGHT TECH I 0 30.20 2,416.35 1 31.71 2,537.17 2 33.30 2,664.02 3 34.97 2,797.22 4 36.71 2,937.09 6185 ACE TRAFFIC SIGNAL & LIGHT TECH II 0 33.22 2,657.99 1 34.89 2,790.88 2 36.63 2,930.43 3 38.46 3,076.93 4 40.38 3,230.79 6181 ACE TRAFFIC SIGNAL & LIGHTING SUPV 0 38.21 3,056.68 1 40.12 3,209.52 2 42.12 3,369.98 3 44.23 3,538.49 4 46.44 3,715.40 Page 1180 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 70 of 72 5262 ACE TRAINING PROGRAM SPECIALIST 0 27.68 2,214.24 1 29.06 2,324.96 2 30.52 2,441.20 3 32.04 2,563.27 4 33.64 2,691.43 6031 WCE TRANSPORTATION ENGR W CERT 0 60.16 4,812.88 1 63.17 5,053.53 2 66.33 5,306.20 3 69.64 5,571.52 4 73.13 5,850.09 6033 WCE TRANSPORTATION ENGR W/O CERT 0 57.30 4,583.71 1 60.16 4,812.89 2 63.17 5,053.54 3 66.33 5,306.21 4 69.64 5,571.53 6575 ACE TREE TRIMMER 0 26.20 2,095.67 1 27.51 2,200.46 2 28.88 2,310.48 3 30.33 2,426.00 4 31.84 2,547.30 6572 ACE TREE TRIMMER SUPERVISOR 0 36.15 2,892.02 1 37.96 3,036.64 2 39.86 3,188.47 3 41.85 3,347.89 4 43.94 3,515.29 5308 UCHR VETERINARIAN 0 46.77 -- 1 49.11 -- 2 51.57 -- 3 54.15 -- 4 56.85 -- 5331 PROF VETERINARIAN (PERMITTED) 0 62.32 4,985.47 1 65.43 5,234.73 2 68.71 5,496.48 3 72.14 5,771.31 4 75.75 6,059.86 Page 1181 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 71 of 72 5335 PROF VETERINARIAN I 0 44.26 3,540.81 1 46.47 3,717.86 2 48.80 3,903.74 3 51.24 4,098.93 4 53.80 4,303.88 5333 PROF VETERINARIAN II 0 50.90 4,071.93 1 53.44 4,275.51 2 56.12 4,489.30 3 58.92 4,713.75 4 61.87 4,949.45 5334 UCHR VETERINARIAN II 0 50.90 -- 1 53.44 -- 2 56.12 -- 3 58.92 -- 4 61.87 -- 5323 UCHR VETERINARY ASSISTANT 0 20.71 -- 1 21.75 -- 2 22.84 -- 3 23.98 -- 4 25.18 -- 5325 ACE VETERINARY ASSISTANT 0 20.71 1,657.08 1 21.75 1,739.93 2 22.84 1,826.92 3 23.98 1,918.28 4 25.18 2,014.19 3029 ACE VOIP/VIDEOCONF SPECIALIST 0 35.54 2,843.49 1 37.32 2,985.67 2 39.19 3,134.95 3 41.15 3,291.69 4 43.20 3,456.29 7131 ACE VOLUNTEER COORDINATOR 0 22.64 1,811.44 1 23.78 1,902.02 2 24.96 1,997.13 3 26.21 2,096.98 4 27.52 2,201.82 Page 1182 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2024-2025 Compensation Schedule Effective July 12, 2024 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80‐hour per pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No.: Page 72 of 72 2777 ACE WEBMASTER 0 34.08 2,726.51 1 35.79 2,862.83 2 37.57 3,005.98 3 39.45 3,156.27 4 41.43 3,314.09 Page 1183 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Fiscal Year 2025 Proposed Budget Overview 1Page 1184 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Agenda FISCAL YEAR 2025 PROPOSED BUDGET FISCAL YEAR 2025 CAPITAL IMPROVEMENT PROGRAM NEXT STEPS 2Page 1185 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Budget Process Overview 3 •Staff provided to the City Council a presentation of the General Fund Long-Term Financial Plan from FY2025 to FY2034Nov. 28, 2023 •Development of a preliminary baseline budget; Departmental requests and adjustmentsJan. -April 2024 •Staff conducted two Community Budget Workshops at Civic & Otay Ranch LibrariesApril 17 & 24, 2024 •City Manager’s Proposed Budget Document was submitted to City Council at least 35 days prior to the beginning of the fiscal year, as required by City CharterMay 2, 2024 •Presentation to City Council of the Fiscal Year 2025 City Manager’s Proposed BudgetMay 7, 2024 •Public hearing and Council vote to adopt the Fiscal Year 2025 Proposed BudgetMay 21, 2024 •Fiscal Year 2025 begins, Adopted Budget is implementedJuly 1, 2024 Page 1186 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Key Economic Factors •Gross Domestic Product •Consumer Prices/Inflation •Federal interest rates •Housing Data •Employment levels 4Page 1187 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda National Growth –Gross Domestic Product (GDP) 5Page 1188 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Consumer Prices / Inflation 6Page 1189 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Federal Interest Rates 7 Source: Board of Governors of the Federal Reserve System (US) 0.0 1.0 2.0 3.0 4.0 5.0 6.0 3/1/2019 3/1/2020 3/1/2021 3/1/2022 3/1/2023 3/1/2024 Pe r c e n t Federal Funds Effective Rate Page 1190 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda National Housing Market 8Page 1191 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda San Diego Housing Market Overview 9 Source: Greater San Diego Association of Realtors –Monthly Indicators Key Metrics March 2021 March 2022 March 2023 March 2024 Year over Year Change Median Sales Price $700,000 $845,000 $825,000 $890,000 7.9% Days on Market 22 18 36 29 (19.4)% Months Supply 0.7 0.8 1.2 1.6 33.3% Page 1192 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda National Unemployment Rate 10Source: U.S. Bureau of Labor Statistics, The Employment Situation Page 1193 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda San Diego Unemployment Rate 11 Source: U.S. Bureau of Labor Statistics, Economy at a Glance: San Diego-Carlsbad, CA Page 1194 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2025 Outlook 12 Restrained growth in 2024/2025 •Interest rates remain high, inflation, federal funding related to COVID/recovery ending No recession in FY2025 predicted Sales tax growth slowing, stable low unemployment Budget may be adjusted throughout the year for economic impacts Any revisions to the budget require a 4/5 vote of the City Council Page 1195 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2025 Service Updates 13 Improved community services •Casa Casillas facility opening •Expansion of Homeless Services •Expanded Parks & Recreation programming Expanded public safety •Fire •Bayfront Fire Station opening •Expansion of Transport Services •Police •Records and other technology improvements Maintenance of City assets and infrastructure •CIP Program of $81.2 Million funding multiple projects •Measure P funded, repairs and improvements to various public facilities •Addressing ongoing and deferred maintenance Page 1196 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Page 1197 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 15 General Fund Revenue and Expenditures (in millions) Page 1198 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Revenues (in millions) 16Page 1199 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Revenue Assumptions 17 Property Tax increase of $3.6M (7.6% growth over FY24 Adopted Budget) Property Tax In Lieu of Motor Vehicle License Fees (MVLF) increase of $1.8M (6.0% growth over FY24 Adopted Budget) Sales Tax increase of $2.2M (4.8% growth over FY24 Adopted Budget) Measures A and P Sales Tax increase of $1.5M each (5.3% growth over FY24 Adopted Budget) Transient Occupancy Tax increase of $0.7M (7.0% growth over FY24 Adopted Budget) Page 1200 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Expenditures (in millions) 18Page 1201 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Expenditure Assumptions 19 Personnel $14.4M •LTFP Salary assumptions •CalPERS UAL costs •Increased staffing levels •15.0 FTE’s Supplies & Services $0.1M •Removal of elections costs in FY2024 of $(2M) •Removal of Attorney Services ($1M) •Increase to insurance premiums in FY2025 $1.6M •Other supplies increase $1.5M Utilities/Internal Service $0.1M •Rising gas, electric, and water costs •Increased fuel and maintenance costs for the City Fleet Transfers $0.9M •Measure A Sales Tax and Measure P Sales Tax transfers. Page 1202 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Departments (in thousands) 20Page 1203 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda General Fund Expenditures by Departments (Excluding Non- Departmental) 21Page 1204 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Other Funds Page 1205 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda All Funds Summary Revenue and Expenditures (in millions) 23Page 1206 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda All Funds by Fund Category Revenue and Expenditures (in thousands) 24Page 1207 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda All Funds Staffing Summary 25 FTE = Full Time Equivalent Page 1208 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2025 Staffing Summary General Fund 26FTE –Full Time Equivalent positions Page 1209 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2025 Staffing Summary Other Funds 27FTE –Full Time Equivalent positions Page 1210 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2018 Measure A Sales Tax Fund Revenues and Expenditures (in thousands) 28Page 1211 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2016 Measure P Sales Tax Fund Revenues and Expenditures (in thousands) 29Page 1212 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Development Services Fund Revenues and Expenditures (in thousands) 30Page 1213 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Sewer Services Revenue Fund Revenues and Expenditures (in thousands) 31Page 1214 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Transport Services Fund Revenues and Expenditures (in thousands) 32Page 1215 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Fiscal Year 2025 Capital Improvement Program Summary Department of Engineering & Capital Projects 33Page 1216 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Gas Tax $9.3M 12.15% Highway Bridge Program (HBP) $34.9M 39.28% Measure A $15.2M 19.95% Measure P $7.8M 10.18% Sewer Facility Replacement $4M 5.27% Sewer Income Fund $50K 0.07% Sewer Service Revenue $250K 0.33%TDIF $20K 0.03% TransNet $9.2M 12.11% Western PAD Fees $500K 0.66% BY FUNDING SOURCE Capital Improvement Program $81.2 Million 34Page 1217 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Buildings $17.9M 22.07% Drainage $25K 0.03% General Gov't $60K 0.07% Parks $1.9M 2.34% Roadway $57M 70.18% Wastewater $4.3M 5.31% Capital Improvement Program $61 Million BY ASSET MANAGEMENT SYSTEM Capital Improvement Program $81.2 Million 35Page 1218 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsBuilding Projects Citywide Building Repair Efforts to Continue in FY 25 PUBLIC BUILDINGS –Citywide Public Building Repairs •Roof Replacement •HVAC •General Building Repairs –Fire Training Facility •New purpose-built facility to provide training for 230 Fire and EMS personnel FY2025 Proposed: $ 15.2M Fire Training Facility (Measure A) $ 2.7M Citywide Building Repairs (Measure P) Measure P Expenditure Plan36 Page 1219 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsPark Projects PATTY DAVIS PARK •Adds park acreage to western Chula Vista •Playground areas •Community garden •Picnic areas with shelter •Pathway/trail with art •Lighting and landscaping throughout FY2025 Proposed: •$ 500K (Western Parkland Acquisition and Development (PAD) Fees) Location: D Street, West of Woodlawn Avenue $2.36M Total Cost Includes $1.86M State Grant Construction Anticipated Fall 2024 Parks & Recreation Master Plan37 Page 1220 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsPark Projects PARK IMPROVEMENTS •Playgrounds •Sports Courts and Fields •Irrigation / Plumbing •Park Lighting •Park Amenities: •BBQ Grills •Benches / Picnic Tables •Drinking Fountains •Pathways / Jogging Trails FY2025 Proposed: •$1M Park Infrastructure (Measure P) •$400K Sport Courts & Fields (Measure P) Locate City Parks and Amenities38 Page 1221 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsRoadway Projects Pavement STREET PAVEMENT & REHAB •Resurfacing •Pavement Overlays •Slurry Seals FY2025 Proposed: •$ 14.2M (Gas Tax , TransNet) Pavement Management System 39 Page 1222 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsRoadway Projects Traffic Signals TRAFFIC SIGNAL REPAIR AND UPGRADE •Upgrades •Modifications •Traffic Signal System Optimization Program •Pedestrian Improvements FY2025 Proposed: •$ 2.6M (Measure P, Gas Tax, TransNet) Traffic Engineering •Pedestrian & Bicycle Safety Plan •Local Road Safety Plan40 Page 1223 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsRoadway Projects Sidewalks SIDEWALK REPLACEMENT •Citywide Panel Replacement •Sidewalk Replacement Program •Replaces damaged curb, gutter, sidewalk, and driveway aprons in public right-of-way FY2025 Proposed: •$ 2.4M (Measure P, Gas Tax) Active Transportation Plan41 Page 1224 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsMajor Projects Roadway Main Street –Nirvana Ave to Heritage Rd Heritage Road Bridge Replacement Estimated Cost: $53.6 M Construction Anticipated Fall 2024 HERITAGE ROAD BRIDGE REPLACEMENT –Widen Heritage Road •Main Street to Entertainment Circle •Heritage Road Bridge Replacement •4 Lanes to 6 Lanes •Sidewalk •Bike Lanes –Widen Main Street •Nirvana Avenue to Heritage Road •6-Lane Major FY2025 Proposed: •$ 34.97M (Highway Bridge Program (HBP) Grant) 42 Page 1225 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Major Building ProjectsMajor Projects Wastewater SEWER FACILITY REPLACEMENT •Rehabilitation and Upsizing •Access Road Rehabilitation •Manhole Inspections FY2025 Proposed: •$ 4M (Sewer Facility Replacement Fund) Wastewater Master Plan 43 Page 1226 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda BY ASSET MANAGEMENT SYSTEM Capital Improvement Program 5-Year Program $- $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 FY21 $21.9M FY22 $49.2M FY23 $50.5M FY24 $66.6M FY25 $81.2M Building Drainage General Gov't Parks Roadway Wastewater TOTAL CIP 44 Page 1227 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Challenges to Maintaining a Balanced Budget 45 •Impacts from economic slowdown/inflation •CalPERS investment losses •Unfunded Actuarial Liabilities – growing from $3M to $10M citywide in 5 years •Labor Negotiations (Spring/Fall 2024) •Measure P sunset (April 2027) •Deferred and ongoing maintenance of City’s infrastructure 45Page 1228 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Next Steps 46 MAY 21ST –STAFF RECOMMENDS CITY COUNCIL ACCEPT CITY MANAGER’S PROPOSED BUDGET AS THEIR OWN AND SET MAY 21, 2024, FOR A PUBLIC HEARING AND ADOPTION OF THE BUDGET ADDITIONAL COMMENTS CAN BE SUBMITTED ON CITY’S WEBSITE (CHULAVISTACA.GOV/BUDGET) Page 1229 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Recommended Action 47 Approve the “Resolution of the City Council/Successor Agency to the Redevelopment Agency /Housing Authority of the City of Chula Vista accepting the City Manager’s Proposed Operating and Capital Improvement Budgets for Fiscal Year 2024-25 for each agency as their Proposed Budgets, respectively, and setting the time and place for a public hearing for final consideration and adoption of the same” on May 21, 2024. Page 1230 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City Council Feedback and Discussion 48Page 1231 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda v . 0 04 P a g e | 1 May 21, 2024 ITEM TITLE Housing Policy: Amend CVMC Title 19 to Assist in the Creation of Affordable Housing, Authorize the Submittal of an Application to the California Department of Housing and Community Development, and Update Conduit Bond Issuance Policies Report Number: 24-0021 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308: No Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Place the following ordinances on first reading and adopt the resolutions: A) Ordinance amending various sections and adding sections to Chula Vista Municipal Code Title 19 related to density bonuses, inclusionary housing, multi-family and mixed-use objective design standards, residential for-sale affordable unit requirements, and marketing, application, lottery, and waitlist requirements for affordable rental housing projects (First Reading) B) Resolution amending Master Fee Schedule Chapter 16-100 to add a section for Inclusionary Housing In- Lieu Fee and Chapter 19-100 to add a section for Compliance Fees (Non-Bond) C) Resolution repealing Council Policy No. 453-02, “Development of Affordable Housing for Low- and Moderate-Income Buyers” D) Ordinance amending Chula Vista Municipal Code Chapter 17.10 to exempt 100% affordable projects from such fees (First Reading) E) Resolution of the Chula Vista Housing Authority amending the Multifamily Bond Policy to change requirements for non-Housing Authority issued bonds F) Resolution appropriating $500,000 in funding from the Housing Inclusionary Fund to the Local Housing Trust Fund project (4/5 Vote Required) Page 1232 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 2 G) Resolution authorizing the submittal of a Prohousing Designation Program application t o the California Department of Housing & Community Development SUMMARY The enclosed resolutions and ordinances are being brought to City Council in order to fulfill commitments made in the City of Chula Vista’s 2021-2029 Housing Element, and to facilitate increased production and improved oversight of affordable housing development in Chula Vista. Ordinance A would amend various sections of Chula Vista Municipal Code (“CVMC”) Title 19, including updating the density bonus program of the City of Chula Vista (“City”) to conform to state law; adding a chapter codifying an inclusionary housing ordinance; making minor amendments to the City’s objective design standards; and adding chapters setting forth the City’s requirements for marketing and leasing affordable units as well as the sale of affordable homeownership units. Ordinance D would streamline fee exemptions for 100% affordable projects. Resolution E would allow the City to exercise greater regulatory oversight over affordable projects. Resolutions F, G, and H would lead to greater funding opportunities from the State of California for affordable housing in Chula Vista. The remaining resolutions and ordinances are related actions that would support the City’s affordable housing goals. ENVIRONMENTAL REVIEW The Director of Development Services has reviewed the proposed activity for compliance with CEQA. The activity is not a “Project” as defined under Section 15378 of the State CEQA Guidelines because the proposal consists of a reporting action, is not for a site-specific project(s) and will not result in a direct or indirect physical change in the environmental. Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. BOARD/COMMISSION/COMMITTEE RECOMMENDATION On October 25, 2023, the Housing and Homeless Advisory Commission provided input on the proposed conceptual changes to the density bonus ordinance, inclusionary policy, and associated in-lieu fee. The commission provided an advisory recommendation by a vote of 5-0 to approve staff’s recommendations but recommended that no additional parking concessions be offered beyond state law allowances under the density bonus ordinance. This proposed concession was removed from the draft ordinance. On January 24, 2024, the Housing and Homeless Advisory Commission provided input on the proposed adoption of regulations for marketing/leasing of affordable units and for-sale affordable homebuyer. The commission provided an advisory recommendation by a vote of 5-0 to approve staff’s conceptual recommendations. On April 24, 2024, the Planning Commission recommended approval of the proposed ordinances for Chapter 19.90, 19.93, and 19.94 and Section 19.58.460 in substantial form to staff’s proposal, and recommended Chapter 19.91 with a modification to the required threshold of projects subject to provisions of the ordinance from 10 units to 25, such that section 19.91.050(A) is amended to read “Residential or mixed-use development projects with fewer than twenty five units shall not be required to meet the provisions of this Chapter” by a vote of 6-0 (see Attachment 1 for the approving resolution). Staff’s consultant RSG has provided a memo, provided as Attachment 3 for further reference, on why raising the threshold would not have an effect on economies of scale. The comment is addressed in more detail further in the report. Page 1233 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 3 On May 8, 2024, the Housing and Homeless Advisory Commission provided input on the proposed adoption of the Multifamily Bond Policy amendment, the local housing trust fund resolutions, and the Master Fee Schedule updates. The commission provided an advisory recommendation by a vote of 6-0 to approve staff’s recommendations. DISCUSSION The City created the Housing and Homeless Services Department (“HHSD”) as a standalone department in November 2022 in recognition of the growing need to address affordability and homelessness issues for Chula Vista residents. Since then, HHSD staff have worked to prepare the enclosed code amendments, resolutions, and policy updates. Because the items are interconnected, they are being presented together as a comprehensive housing packet. A number of the proposed items fulfill commitments made in the City’s Housing Element (“HE”). Since 1969, California has required that all local governments adopt and regularly update housing elements as a component of their general plans, to adequately plan to meet the housing needs of everyone in the community. The 2021-2029 HE was required to demonstrate adequate zoning capacity to accommodate the creation of 11,105 new homes, and to identify various actions it would carry out to help meet this target. Items A and B directly correspond to commitments made in the City’s HE, and the additional items are consistent with the HE’s intent to increase and improve the supply of housing for all residents. While staff recognize the breadth of the enclosed items, many of the proposed actions are codifying or updating longtime City practices that had previously been enforced through Council Policies, Sectional Planning Area (“SPA”) plans, or other documents. By codifying such longtime practices, the City intends to increase transparency and ensure consistent application of its regulations. Density Bonus (Ordinance A) In order to increase the supply of “affordable housing units” throughout California, the State adopted a Housing Accountability Act (California Government Code Section 65589.5) and a Density Bonus Law (California Government Code Section 65915) in 1979. Many subsequent amendments were made in the years that followed. The most significant amendments went into effect in January 2005 (SB 1818), January 2021 (AB2345), and January 2023 (AB2334). Density Bonus Law provides financial incentives – i.e., additional market rate units and modification of development standards – to developers if they build a specified amount of affordable housing. Density Bonus Law has become a powerful tool for encouraging developers to provide affordable housing in their projects. The allowance of additional units beyond what the zoning may allow can offset the cost of including affordable units in a project. Additionally, development standards, such as height, setbacks, parking, etc. can be waived, allowing for ease in the development process. Density Bonus Law has been consistently updated annually since 2016. Chula Vista adopted CVMC Chapter 19.90, “Affordable Housing Incentives” (“Chapter 19.90”) via Council Ordinance No. 3250 in 2013, which at that time exceeded requirements of the Density Bonus Law, but the constant changes to the law make it difficult to keep the ordinance up to date. Every time an ordinance is changed, City Council approval is required, which can use many hours of staff time. As such, Policy 3.6 of the 2021-2029 HE identified updating the density bonus ordinance as a priority to comply with state law. As proposed, Ordinance A would amend Chapter 19.90 to defer to the State and renames Chapter 19.90 to “Density Bonus”. Page 1234 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 4 Inclusionary Housing (Ordinance A and Resolution B) Adding Chapter 19.91 to the CVMC Inclusionary zoning or housing policies, tap the economic gains from rising real estate values to create affordable housing opportunities for low- or moderate-income households by creating a set of local rules or a local government initiative that encourages or requires the creation of affordable housing units, or the payment of fees for affordable housing investments when new development occurs. Throughout the United States various jurisdictions have adopted inclusionary zoning policies, with over 170 in California alone. Adopted in the 1981 HE as the Balanced Communities Policy, Chula Vista has been a leader in the state in creating affordable units through inclusionary housing. Throughout the years various case law has placed barriers on production, but effective January 1, 2018, California authorized the legislative body of any city or county to adopt an inclusionary housing ordinance that includes residential rental units affordable to lower- and moderate-income households (California Government Code Section 65850). The City’s policy has been relatively unchanged since 1981, requiring that any new construction of 50 units or more provide 10% of them for affordable households (5% moderate- and 5% low-income) and has allowed alternative compliance. In 2005 an in-lieu fee was established and in 2012 Balanced Communities Guidelines were adopted to provide better clarity to the policy, establish incentives for providing lower threshold units, and adopt specific measures to adjust to market conditions. The guidelines have been updated a few times, with the most recent on September 13, 2022 to remove variances and exceptions to requirements in western Chula Vista. Implementing Program 3.4 of the 2021-2029 HE identified reviewing the Balanced Communities Policy for its feasibility in making progress towards the low- and moderate-income Regional Housing Needs Allocation (“RHNA”) for the City. The review was to include opportunities to increase the affordable requirement, lowering the threshold of applicability, adopting an inclusionary housing ordinance, and revising the in-lieu housing fee, based upon findings and recommendations of a feasibility analysis. In addition to the review of the obligations, the HE contemplated potential alternatives to new construction of units, including off-site construction, land dedication, preservation of 'at risk' housing, and in-lieu fees (except on sites designated to accommodate housing for very low- and low-income households for RHNA). In the spring of 2023 Housing staff contracted with RSG to conduct a feasibility analysis, provided as Attachment 2 for further reference, and identify a coordinated outreach effort with stakeholders and the public (see Table I below). Table I Inclusionary Housing Engagement Opportunities Topic Stakeholders Involved Dates of Engagement Prototypes for Market Analysis BIA Development Oversight Committee June 2023 Draft Concept Changes Virtual Stakeholder & Public Meetings Housing & Homeless Advisory Commission October 10 & 11, 2023 October 25, 2023 Page 1235 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 5 Draft Ordinances BIA Development Oversight Committee Housing Website January/February 2024 2nd Draft Inclusionary Ordinance BIA Development Oversight Committee Housing Website March 12, 2024 Council Recommendation Planning Commission April 24, 2024 Attachment 3 provides a full breakdown of the current policy and proposed changes that were presented to stakeholders over the course of the ten-month process and resulting written comments received on the final proposal. Based on feedback from stakeholders, no significant deviations from current policy were made in the final proposal. The most significant elements include:  Reducing the threshold for inclusionary requirements from 50 units of new residential construction to 10 units or more*;  Maintaining the affordable requirement to 10% of units;  Altering the in-lieu fee to a square footage basis and applying different rates to for-sale and rental products; and  Providing better clarity to alternative options of compliance. Chapter 19.91 of the CVMC would go into effect on June 1, 2024, through adoption of Ordinance A, for any new residential application received not otherwise already obligated by a Developer Agreement and/or Sectional Planning Area plan. *Planning Commission Recommendation At the April 24, 2024 Planning Commission meeting, the Planning Commission voted to recommend that the ordinance be adopted, with the modification that the minimum threshold for projects subject to the ordinance be adjusted to 25 or more units. The concern expressed by Planning Commission was that smaller projects have fewer economies of scale for fixed costs, and therefore that the inclusionary requirement would render projects infeasible. Additionally, the Planning Commission expressed that developers would have an incentive to remain under the threshold by producing projects with fewer but larger units, which may have the unintended consequence of worsening housing affordability. Staff originally proposed the minimum threshold to be 10 units for a number of reasons:  A lower minimum threshold would potentially lead to more inclusionary units being constructed or fees collected to assist in meeting RHNA goals at all income levels.  Projects of 5 or more units may use Density Bonus Law; it is expected that many or most multifamily projects will combine inclusionary requirements with the affordability requirements of Density Bonus Law.  The feasibility study prepared by RSG (Attachment 2) did not identify a different per-unit cost basis for smaller projects than larger developments of the same construction type. o In response to Planning Commission’s recommendation to raise the threshold, RSG prepared a memo, provided as Attachment 3 for further reference, detailing that they found no data to support smaller projects having fewer economies of scale for fixed costs and that yes, Page 1236 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 6 developers may build under the threshold, but raising the threshold would reduce the affordable units and funds that the City would receive, furthering the inability to meet RHNA goals.  A comparison of inclusionary requirements by other cities in other jurisdictions (see Attachment 2, Table 9) shows that most other jurisdictions with inclusionary policies have a minimum threshold of between 1 and 10 units.  Ease of enforcement, since 10 units is a round number that would trigger exactly one inclusionary unit. If the City Council agrees with the Planning Commission’s suggested modification, section 19.91.050.A. would be amended to read “Residential or mixed-use development projects with fewer than twenty-five units shall not be required to meet the provisions of this Chapter”. Adoption of In-Lieu Fees Chapter 16 of the City’s Master Fee Schedule specifies the fee amount for development and in -lieu fees for projects approved by the City of Chula Vista. The proposed resolution is being submitted in conjunction with an ordinance codifying Chula Vista’s inclusionary housing program, which has long been enforced at the policy level. In-lieu fees are applied to projects that wish to pay the fee rather than provide affordable units onsite within a project, primarily due to the product type not being appropriate for affordable housing. The fees are collected by the City and used for affordable housing development, preservation, rehabilitation, and other related uses. A significant proposed change from the City’s current policy would be to assess the fee on a per- square-foot basis rather than a per-unit basis. This change would mean that modestly sized units, which are more likely to serve residents at a lower income range, would be assessed a smaller fee than large, detached homes. The current fee, which was last updated in 2005, is $12,422 per unit. The proposed fee is $8 per square foot for for-sale homes, and $16 per square foot for rental homes. The analysis for the fee amount was performed by RSG. It was calculated to be roughly equivalent to the cost of providing inclusionary units on-site. Attachment 4 provides the redlines that would be made to the Master Fee Schedule Chapter 16-100 to add a new section entitled “Inclusionary Housing In-Lieu Fee”, through adoption of Resolution B. Multi-Family and Mixed-Use Objective Design Standards (Ordinance A) Objective design standards are defined under State law as “standards that involve no personal or subjective judgement by a public official and are uniformly verifiable by reference to an external and uniform benchmark or criterion available and knowable by both the development applicant or proponent and the public official prior to submittal” (California Government Code Section 65913.4). The City adopted objective design standards via Council Ordinance 3559 on November 28, 2023 in fulfillment of the Housing Accountability Act, SB 35, and SB 2162 and HE implementing program 2.9 “Objective Design Standards”. Administrative amendments are needed at this time, via Ordinance A, to address amendments to Chapter 19.90 and the addition of Chapter 19.91. Residential For-Sale Affordable Unit Requirements (Ordinance A and Resolution C) To provide consistency in the implementation of affordable homeownership opportunities, Council Policy No. 453-02 via Council Resolution No. 2003-492 was established and has subsequently been amended, most recently on August 21, 2013, via Council Resolution No. 2013-154, establishing the procedures and Page 1237 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 7 guidelines for the development of affordable for sale housing for first-time low- and moderate- income buyers. This action would repeal Council Policy No. 2003-492 via Resolution C and adopt guidelines for affordable for sale products by adding Chapter 19.93, “Residential For-Sale Affordable Unit Requirements”, of the CVMC by Ordinance A and attendant Administrative Regulations, to be drafted within 30 days of the effective date of Ordinance A and approved by the City Manager. Chapter 19.93 defines first-time homebuyers as households who have not had ownership interest in any property within three years from the date of application and are earning no more than 80% and 120%, respectively, of the Area Median Income (“AMI”). The Administrative Regulations will define program requirements including underwriting criteria and the buyer selection criteria that shall pertain to any for-sale development proposed to have affordable units within the City and not otherwise regulated by other funding sources. Additionally, the primary component of the program establishes a Value Recapture Agreement between the Homebuyer and the City that includes an equity share system based upon the Homebuyer’s length of occupancy. The Value Recapture Agreement will ensure that the unit shall be affordable to the buyer while maintaining the market value of the property and shall be paid back to the City upon sale, transfer, refinance, rental or change in title of the property, ensuring that the City can invest the recaptured funds to create affordable housing in the future. Marketing, Application, Lottery, and Waitlist Requirements for Affordable Rental Housing Projects (Ordinance A) The addition of CVMC Chapter 19.94, via Ordinance A, is being brought forth regulating the marketing and leasing of affordable housing to set standards in accordance with industry best practices and Title VI of the Civil Rights Act of 1964, the Fair Housing Act, California’s Fair Employment and Housing Act, and ot her applicable local, state, and federal laws. These laws ensure that residents or applicants for housing are not discriminated against on the basis of race, color, religion, national origin, disability status, family status, veteran or military status, gender or sexual orientation, source of income, or any other protected class or arbitrary characteristic. A key means of implementing fair housing policies is through the marketing and selection of tenants in affordable housing. Marketing Narrow or informal marketing efforts such as locally distributed flyers and word-of-mouth advertising may limit the ability of the public to be informed about leasing opportunities. Examples of best practices promoted by the ordinance include advertising to a diverse range of demographic groups, providing clear information about accommodations for disabilities, and setting procedures for addressing grievances and complaints by applicants or tenants. Such practices would ensure a smooth, fair, and transparent process for the leasing and management of affordable housing. Tenant Selection Similarly, tenant selection practices such as first-come, first-served waitlists may unfairly advantage one demographic group or applicants with a personal connection to the developer or management agent. To mitigate concerns and promote equity in the process, the City has been requiring that affordable housing owners with regulatory agreements with the City, carry out robust marketing efforts, with special outreach to groups least likely to apply for such housing and select tenants via a randomized lottery. State policy, California Government Code 7061 (SB 649, 2022) supports local tenant preferences for lower income households that are subject to displacement risk within affordable housing projects financed through Page 1238 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 8 low-income housing tax credits (LIHTCs) and tax-exempt private activity bonds, provided the policy is implemented and applied in a manner consistent with robust state and federal fair ho using laws. Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials and inform the Department about any local tenant preference ordinance the local government maintains in the HE Annual Progress Report submitted April 1 of each year. At a local level, the City has determined those most vulnerable of displacement risk are those impacted by government action or currently working to stabilize housing through a program with the HHSD (e.g. rental assistance or unsheltered working with the Homeless Outreach Team) or impacted by no -fault termination of tenancy subject to CVMC Chapter 9.65, “Residential Tenant Protections”. The proposed ordinance would therefore establish a preference system for affordable housing applicants, generally as follows:  First preference would be given to Chula Vista residents displaced due to government action or individuals referred by HHSD;  Second preference would be given to tenants within two years of being issued a no-fault termination of tenancy that was subject to Chapter 9.65, “Residential Tenant Protections”;  Third preference would be given to Chula Vista residents and workers; and  Fourth preference would be given to all other eligible members of the general public. Such a preference system would help prioritize the needs of Chula Vista’s most vulnerable residents and ensure that Chula Vista residents benefit from new production of affordable housing, while still providing access for the general public. The priority preference for individuals referred by HHSD would allow City staff to provide housing referrals for individuals residing in a City-owned shelter or other individuals actively seeking permanent housing and currently receiving assistance through a program adm inistered by the department on their path to self-sufficiency. Chapter 19.94, via Ordinance A, provides clearer and more concise requirements for the marketing, application, lottery, and waitlist processes for affordable housing projects regulated by the City or the Housing Authority of the City of Chula Vista. These include, but are not limited to, City-funded projects, projects subject to a Successor Agency regulatory agreement pursuant to an allocation of tax-exempt bonds, projects subject to a Declaration of Covenants, Conditions, and Restrictions through the Balanced Communities Policy, and projects subject to a density bonus regulatory agreement. While some funding sources may require another prioritization system (e.g. Project-Based Vouchers may require use of the regional Continuum of Care or target specific populations), the adoption of Ordinance A provides a priority system to ensure those at greatest risk of displacement and those already living or working within the City are prioritized for a wider array of affordable housing units. Parkland Fee Exemptions for Affordable Units (Ordinance D) The City requires all residential development projects to dedicate park land and construct parks or pay park in-lieu fees. The Parkland Acquisition and Development (“PAD”) in-lieu fee consists of an acquisition component and a development component. The acquisition component provides funding to acquire land to create new parks, while the development component provides funding to carry out park improvements. The fees are assessed based on a standard of providing at least three acres of parkland per 1,000 residents. CVMC section 17.10.070 currently grants City Council the authority to waive all or any portion of the PAD in- lieu fee “in the interests of stimulating the construction of housing for low- and moderate-income families.” This justification for the waiver leaves room for interpretation, which has created uncertainty when applying Page 1239 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 9 the statute. The proposed amendments shown in redline in Attachment 5 would clarify that projects may be administratively exempted from the fee if 100% of units, excluding any units set aside for exclusive use by management or staff, are restricted as affordable to low, very low, extremely low, and/or moderate-income households through a recorded regulatory agreement with the City of Chula Vista, the California Tax Credit Allocation Committee (“CTCAC”), or the Department. It would further clarify that mixed-income developments, in which only a subset of units are set aside for low, very low, extremely low, or moderate - income households, may continue to seek waivers from the PAD in-lieu fee at the discretion of City Council. City Council has routinely approved fee waivers that have been sought for 100% affordable projects. Some recent projects that were approved by Council resolution include Congregational Place, located at 305 E Street (Resolution No. 2023-185) and Chula Vista Seniors, located at 178 3rd Avenue (Resolution No. 2024- 060). For a 100% affordable project of between fifty and one hundred units, a PAD exemption would reduce total project costs by roughly $500,000 to $1,600,000, which is a meaningful difference in shaping project viability. Additionally, an administrative exemption could help speed up development timelines, thereby reducing project costs. Finally, a PAD exemption for affordable housing is a meaningful way of attracting state and federal investment in affordable housing in Chula Vista, which is nearly always necessary for 100% affordable projects. Fee waivers and exemptions are treated as a local monetary contribution to affordable projects when applying for highly competitive funds from CTCAC and the Department; such waivers boost the all-important “tiebreaker” score on applications for low income housing tax credits and can be critical in securing financing. City Council’s approval of Ordinance D would continue to be required on a case-by-case basis for any waivers of PAD in-lieu fees on affordable units in mixed-income projects. Such waivers may provide an incentive for the production of mixed-income housing, such as inclusionary or density bonus projects. This policy may encourage developers of market-rate housing to provide affordable units onsite, rather than paying in-lieu fees. Such waivers could also help further the City’s efforts to affirmatively further fair housing, by facilitating the development of economically integrated communities. Total City fees, including Development Impact Fees and permitting fees, typically exceed 10% of project costs. For 100% affordable projects financed in part by the City, the local fees assessed often exceed the amount provided in direct financing from the City. The PAD fee is one of the larger development impact fees assessed by the City; reducing housing construction costs by providing administrative exemptions (for 100% affordable projects) and discretionary waivers (for mixed-income projects) is one straightforward way to facilitate production of low-, very low-, and moderate-income housing and make progress towards the City’s RHNA targets. Set-Up and Compliance Fees for Non-Bond Projects (Resolution B) The City incurs costs associated with the ongoing monitoring of affordable housing developments to ensure compliance with the regulatory agreement or restrictive covenants. Generally, project monitoring consists of annual file audits to ensure compliance with the project’s income and rent restrictions, and tri-annual physical inspections of the project’s common areas and a portion of the affordable units to ensure that the project is being maintained in decent, safe, and sanitary condition. The City retains a third-party service to perform site inspections and file reviews, and incurs costs associated with maintaining a third-party web portal for compliance monitoring. City staff oversee the third-party providers, perform file and physical inspections as needed, and respond to developer inquiries related to ongoing compliance. Page 1240 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 10 The cost of the monitoring services, website maintenance, and in-house oversight and administration has been calculated to total $70 per unit per year, as further described in Attachment 6. This fee will be applied going forward to all developments with a new regulatory agreement with the City of Chula Vista or the Chula Vista Housing Authority, other than projects receiving an issuance of tax-exempt bonds through the Chula Vista Housing Authority. (Such bond projects have a separate fee structure in the Master Fee Schedule.) Existing projects will continue to be subject to the fees set forth in their project regulatory agreements. Attachment 7 provides the redlines that would be made to the Master Fee Schedule Chapter 19-100 to add a new section entitled “Compliance Fees (Non-Bond)”, through adoption of Resolution B. Chula Vista Housing Authority Bond Policy (Resolution E) Resolution E amends the Multifamily Bond Policy previously adopted by Housing Authority Resolution 2018- 01, and revised by Housing Authority Resolution 2020-248, to change requirements for multifamily housing revenue bonds allocated by the California Debt Limit Allocation Committee (“CDLAC”) to affordable housing projects in Chula Vista (see Attachment 8). Multifamily housing revenue bonds, also known as private activity bonds, are a common method of financing affordable housing developments. CDLAC and the California Tax Credit Allocation Committee (CTCAC) are closely aligned agencies; tax-exempt bonds are nearly always paired with federal 4% low-income housing tax credits. The bonds are attractive to investors because their interest income is exempt from state and federal taxes. The federal government sets a “bond cap” limiting the amount of bonds that ca n be issued annually within each state. To control the bond capacity, CDLAC determines which projects are to receive an allocation of bonds, and then transfers the authority for that amount to the bond issuer. Currently, bonds may be issued either by the Chula Vista Housing Authority or by other qualified entities such as the California Statewide Community Development Authority (“CSCDA”), the California Municipal Finance Authority (“CMFA”), or other joint powers authorities. The proposed change would require the Chula Vista Housing Authority to be the bond issuer for all affordable projects located within Chula Vista, except in rare circumstances. The primary reason for the proposed change is that it would give the City greater oversight over affordable developments in Chula Vista. The City, through the Housing Authority, would have regulatory oversight over the projects, and therefore would be able to take a more hands-on approach to addressing any maintenance or compliance issues. The City has a vested interest in ensuring the long-term success of affordable developments in Chula Vista, whereas the other conduit bond issuers have little connection to Chula Vista beyond the limited scope of their role as bond issuer. Ultimately, the City is already expected to ensure that its housing stock is free of blight, crime, and nuisance activity; having a regulatory agreement in place would allow the City to intervene more quickly to address problem activities. Additionally, bond origination fees and ongoing compliance fees will provide an ongoing source of revenue to cover the costs of program administration. Outside issuers would still be able to issue bonds to projects where warranted by special circumstances, such as a bond issuance spanning multiple jurisdictions. The proposed changes were drafted in consultation with the San Diego Housing Commission, City of San Jose, and City of Los Angeles, who have all adopted similar policies. Appropriating Funds into the Local Housing Trust Fund Project (Resolution F) The Department administers a Local Housing Trust Fund (“LHTF”) Program that provides dollar-for-dollar matching grants to qualified local housing trust funds. The grants have traditionally been issued annually on Page 1241 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 11 a competitive basis and may be spent on affordable housing development, transitional housing shelters, and other activities that increase the supply of affordable housing. The City has never created a local housing trust fund or applied for matching grant funds. Staff have created a “Project” within the City’s accounting structure, nested in the “Housing Inclusionary” fund, to serve as the City’s local housing trust fund. The proposed Resolution F would authorize the transfer of $500,000 (the minimum local match amount for new local housing trust funds) from the Housing Inclusionary parent folder into the LHTF sub-folder. This would serve as the local contribution when applying for state matching funds. Through the establishment of the LHTF, the City also receives 2 points in the Prohousing application, discussed further in Item G. Once the Department issues a Notice of Funding Availability (“NOFA”) to provide matching funds for FY 2024/25 to eligible local housing trust funds, staff would return to Council for approval to submit an application. Typically, the Department sets aside a portion of matching grant funds for first-time applicants; staff is optimistic that the City will score competitively enough to secure a match. If awarded matching funds, staff intends to carry out a competitive Notice of Funding Availability (“NOFA”) to identify qualifying development projects. Staff will seek City Council approval to commit funds to any specific projects. Loans for multifamily rental housing projects require tenant income and rent restrictions imposed through a regulatory agreement for 55 years and require at least 30% of each allocation assists extremely low-income households. The deeper income targeting requirements of this program mean that it may be an appropriate funding source for permanent supportive housing projects for formerly homeless households and assist the City in meeting its most difficult RHNA goals. Applying to the Prohousing Designation Program (Resolution G) The Prohousing Designation Program was established by the California 2019-20 Budget Act, as part of a package of supports, incentives, and accountability measures to help California meet its goal of building 2.5 million homes by 2030, with at least one million of those homes affordable to people at lower income levels. The Prohousing Designation Program encourages jurisdictions to pass and implement policies that accelerate housing production, promote favorable zoning and land use, reduce construction and development costs, and provide financial subsidies. Communities that earn the Prohousing Designation receive incentives such as additional points or other preferences in the scoring of competitive funding programs administered by the Department, giving them an advantage over other jurisdictions. Sometimes these incentives are based on the number of points a jurisdiction has received, and therefore it is desirable to have more than the minimum points for qualification. Staff has completed an assessment of eligibility for the program, as further described in Attachment 9, and is requesting authorization, through Resolution G, for the City Manager to submit the City of Chula Vista’s application. Conclusion Tonight’s action is responsive to the 2021-2029 HE goals, Council referrals, and current market conditions in Chula Vista through codifying longstanding practices and increasing transparency for the HHSD working with the development community. The proposed amendments will streamline project approvals, increase affordable project competitiveness for funding, assist in reducing barriers for Chula Vista residents to access affordable units, and promote the production of affordable housing in Chula Vista. Page 1242 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda P a g e | 12 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 a decision-maker conflict of interest in this matter. CURRENT-YEAR FISCAL IMPACT There is no impact to the General Fund because of these actions. Costs associated with the development and amendment of these policies are covered by Housing Authority funds and/or Local Action Planning Grants (LEAP) funds. ONGOING FISCAL IMPACT There is no ongoing impact to the General Fund. Future costs associated with the review and implementation of policies are covered through the establishment of processing and monitoring fees adopted in the Master Fee Schedule. The exemption of 100% affordable projects from the PAD fees would reduce the City’s PAD fee revenue by between $10,783 and $16,484 per unit, depending on the project location. However, many affordable projects have already been obtaining such waivers through City Council adoption. The overall fiscal impact of the proposed change on Parkland Acquisition and Development revenue is therefore likely to be small. ATTACHMENTS 1. Planning Commission 4/24/24 Resolution 2. RSG Inclusionary & In-Lieu Fee Feasibility Study 3. Existing Balanced Communities Policy, RSG Proposed Recommendations, & Public Comment 4. Redlines to Master Fee Schedule Chapter 16-100 5. Redlines to CVMC section 17.10.070 6. Compliance Fees (Non-Bond) Cost of Service Analysis 7. Redlines to Master Fee Schedule Chapter 19-100 8. Redlines to Chula Vista Housing Authority Multifamily Mortgage Revenue Bond Policies 9. Prohousing Assessment Staff Contact: Stacey Kurz, Director of Housing & Homeless Services Brian Warwick, Housing Manager Chris Stanley, Senior Planner Page 1243 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 1 ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE (CVMC) TITLE 19 (PLANNING AND ZONING) CHAPTER 19.90 (AFFORDABLE HOUSING INCENTIVES), SECTION 19.58.460 (OBJECTIVE DESIGN STANDARDS FOR QUALIFYING MULTIFAMILY RESIDENTIAL AND MIXED-USE PROJECTS); AND ADDING CHAPTER 19.91 (INCLUSIONARY HOUSING), CHAPTER 19.93 (RESIDENTIAL FOR-SALE AFFORDABLE UNIT REQUIREMENTS), AND CHAPTER 19.94 (MARKETING, APPLICATION, LOTTERY, AND WAITLIST REQUIREMENTS FOR AFFORDABLE RENTAL HOUSING PROJECTS) WHEREAS, the City of Chula Vista strives to ensure the City supports varied housing opportunities for the diverse needs of residents including the establishment of permanent affordable housing opportunities for low- and moderate- income households and rental affordable housing opportunities for very low-, low-, and moderate- income households; and WHEREAS, California Government Code Section 65915 et seq. (“State Density Bonus Law”) is a state law granting developers the ability to develop housing at greater intensity than would otherwise be allowed by local land use regulations; and WHEREAS, State Density Bonus Law is amended frequently by the legislature of the State of California, and therefore amending Chula Vista’s density bonus law to defer to State Density Bonus Law wherever possible will reduce the frequency of future amendments to Chula Vista Municipal Code (“CVMC”) Chapter 19.90; and WHEREAS, the Balanced Community Policy was adopted in the 1981 Housing Element as a way to create affordable units through inclusionary housing; and WHEREAS, in 2005 an in-lieu fee was established as an alternative means of compliance, and in 2012 guidelines were established to provide better clarity to the policy, establish incentives for providing lower threshold units, and adopt specific measures to adjust to market conditions; and WHEREAS, Policy 3.4 of the 2021-2029 Housing Element identified reviewing the Balanced Communities Policy for its feasibility in making progress to low- and moderate-income Regional Housing Needs Allocation for the City; and WHEREAS, in the spring of 2023 Housing staff contracted with a third-party consultant, RSG, to conduct a feasibility analysis, hold multiple public stakeholder meetings, and draft an inclusionary ordinance; and Page 1244 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2 WHEREAS, due to the proposed amendment of CVMC Chapter 19.90 and addition of Chapter 19.91, amendments to Section 19.58.460 are necessary to ensure that the section aligns with said chapters; and WHEREAS, Housing Policy 3.7 of the 2021-2029 Housing Element aims to “Increase homeownership rates, particularly in the Northwest and Southwest Planning areas, as a means to build individual wealth and stabilize existing residential neighborhoods”; and WHEREAS, in order to provide consistency in the implementation of affordable homeownership opportunities, Council Policy No. 453-02 via Council Resolution No. 2003-492 was established and has subsequently been amended, most recently on August 21, 2013 via Council Resolution No. 2013-154, establishing the procedures and guidelines for the development of affordable for sale housing for first-time low- and moderate- income buyers; and WHEREAS, proposed CVMC Chapter 19.93 ensures that a for-sale unit shall be affordable to the buyer while maintaining the market value of the property through a Value Recapture Agreement and outlines the development guidelines and program requirements, including underwriting criteria and the buyer selection criteria that shall pertain to any for-sale development proposed to have affordable units within the City and not otherwise regulated by other funding sources, inclusive of CVMC Chapter 19.90 and 19.91, that provide for-sale products; and WHEREAS, in accordance with Title VI of the Civil Rights Act of 1964, the Fair Housing Act, California’s Fair Employment and Housing Act, and other applicable local, state, and federal laws, residents or applicants for housing shall not be discriminated against on the basis of race, color, religion, national origin, disability status, family status, veteran or military status, gender or sexual orientation, source of income, or any other protected class or arbitrary characteristic; and WHEREAS, a key means of implementing fair housing policies is through the marketing and selection of tenants in affordable housing; and WHEREAS, to mitigate concerns and promote equity in the process, affordable housing owners shall be required to carry out robust marketing efforts, with special outreach to groups least likely to apply for such housing and select tenants via randomized lottery; and WHEREAS, in order to provide consistency in the implementation of affordable rental opportunities, the following ordinance provides a priority system to ensure those at greatest risk of displacement and those already living or working within the City are prioritized for affordable housing developments. WHEREAS, the Director of Development Services reviewed the proposed legislative action for compliance with the California Environmental Quality Act (“CEQA”) and determined that the action qualifies for the “common sense” exemption under State CEQA Guidelines Section 15061(b)(3). The action involves updates, modifications, and organizational changes to the CVMC relating to section titles, definitions, groups covered under density bonus, percentages, etc. Furthermore, the action of updating and modifying the CVMC with procedural and clerical changes will not result in an intensification of uses or a change in development potential within Page 1245 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 3 the City above what already is permitted under the exist ing land use and zoning policies of the CVMC that are being updated. Based on an analysis of the nature and type of these procedural and clerical changes to the CVMC, there is a certainty that there is no possibility that the action may have a significant effect on the environment; and WHEREAS, the policy updates, including the Housing Authority Bond Policy, were presented to the Housing and Homeless Advisory Committee in concept at their October 25, 2023, January 24, 2024, and May 8, 2024 meetings, which recommended adoption; and WHEREAS, the Planning Commission held an advertised public hearing on the subject Ordinance and voted 6-0 to adopt Resolution No. 2024-08, and thereby recommends that the City Council adopt the Ordinance with one modification; and WHEREAS, the City Council set the time and place for a hearing on the subject CVMC amendments and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the City, at least ten (10) days prior to the hearing. NOW THEREFORE the City Council of the City of Chula Vista does hereby find and ordain as follows: Section I. Findings The City Council of the City of Chula Vista finds that the proposed amendments to the CVMC identified in this Ordinance No. qualifies for the “common sense” exemption under State CEQA Guidelines Section 15061(b)(3). The action involves updates, modifications, and organizational changes to the CVMC relating to section titles, definitions, groups covered under density bonus, percentages, etc. Furthermore, the action of updating and modifying the CVMC with procedural and clerical changes will not result in an intensification of uses or a change in development potential within the City above what already is permitted under the existing land use and zoning policies of the CVMC that are being updated. Based on an analysis of the nature and type of these procedural and clerical changes to the CVMC, there is a certainty that there is no possibility that the action may have a significant effect on the environment. Section II. The Chula Vista Municipal Code Title 19 (Planning and Zoning) is hereby amended, as follows: Title 19 PLANNING AND ZONING [Chapters 19.02 – 19.56 remain unchanged.] Page 1246 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 4 Chapter 19.58 USES [Sections 19.58.010 - 19.58.450 remain unchanged.] 19.58.460 Objective design standards for qualifying multifamily residential and mixed-use projects. A. Intent. To provide the public, professionals, and decision-makers with the City’s objective criteria for approval of multi-family residential and mixed-use projects containing two or more residential units that meet the applicable requirements of California Government Code Section 65913.4. Subject to California Government Code Section 65915 as applicable, these objective design standards, which involve no personal or subjective judgment as further specified in California Government Code Section 65913.4(a)(5), shall be interpreted as requirements rather than general guidelines. All multi-family residential and mixed-use projects applying under the Housing Accountability Act (California Government Code Section 66300) protections and other ministerial project review under state law, shall comply with the provisions under this section. Projects must also comply with all applicable objective zoning code requirements within this title including but not limited to height, setbacks, and floor area ratio, and any applicable California Building Code requirements. B. Building Architecture. 1. Through the verification of colors and materials on architectural plans or drawings, buildings shall be designed with the same approach to form and massing, roof design, wall and window design, and materials and colors on all elevations. No particular architectural style is required; however, high quality architecture is encouraged. 2. Buildings at and over three stories tall must have walls that recess a minimum three feet, at least every 100 feet of wall length, to provide relief along the wall plane. 3. Entirely blank walls are not allowed. A minimum of two architectural details from the following list shall be provided on all building facades at minimum every 50 feet of street frontage: a. Windows; b. Trellises; c. Balconies; d. Differentiation in exterior material; e. Awnings. Page 1247 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 5 4. All street corners shall be enhanced to provide a tower element or an additional architectural detail (list above) to make it distinct from the rest of the building. 5. Where buildings are proposed adjacent to a single-family residential zone, windows, balconies or similar openings shall be oriented so as not to have a direct line-of- sight into adjacent units or onto private patios or back yards adjoining the property line. This can be accomplished through one of the following techniques: a. Upper story stepback; b. Window placement; c. Use of glass block or opaque glass; d. Placement of mature landscaping, or vertical landscaping (such as the use of columnar-shaped plants) within the rear or side setback areas. 6. Roof design shall be of a single style and slope throughout the project. On a building with a pitched roof, no portion of the main roof shall be flat. 7. Roof lines shall be vertically articulated, at least every 50 feet along the street frontage, through the use of one or more of the following architectural elements: a. Parapets; b. Varying cornices; c. Reveals; d. Clerestory windows; e. Varying roof height and/or form. C. Site Design. 1. Where buildings front along a street, residential units shall have a ground-level primary building entry facing the primary street. Along buildings not located facing a primary street, front entryways of units shall be oriented to face common open space areas such as landscaped courtyard, plaza, or paseo. a. For mixed-use projects, commercial/office unit entrances shall be oriented to the street, a parking area, or an interior common space. Additionally, community leasing offices do not count towards the commercial requirements. For the purposes of this section, commercial uses are also open for unit residents and the general public. Page 1248 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 6 2. Covered and uncovered parking areas, as well as parking structures, shall be screened from public street frontages. Screening may be accomplished through building placement, landscaping, fencing, or some combination thereof. Where landscaping is used for screening purposes, it shall be no less than four feet tall. Fencing shall comply with subsection (H) within this section. 3. All pedestrian walkways shall be a minimum of four feet in width. D. Affordable Housing. Projects with inclusionary units shall comply with the applicable requirements set forth within CVMC Section 19.91.090. Additionally, projects using density bonus shall comply with the CVMC Section 19.90.040. E. Open Space. 1. Common open space are amenities to the surrounding community in addition to required public parkland, and shall meet following criteria: a. Developed with recreational uses, including both passive (landscaping) and active amenities (tot lots, picnic areas, etc.) b. Consist of large areas that are not fragmented by unrelated uses or improvements. c. A minimum of 200 square feet of usable open space per dwelling unit shall be provided. In addition, it shall have a linear dimension no less than 10 feet. 2. Private open space for residential units can take the form of yard area, porches, verandas, courtyards, patios, and balconies. The total amount provided shall be in accordance with the following, based on unit sizes: a. Multi-family with one bedroom: 60 square feet; b. Multi-family with two bedrooms: 80 square feet; c. Multi-family with three or more bedrooms: 100 square feet; d. Each additional bedroom over three: 20 additional square feet. F. Parking. 1. The Project shall comply with the off-street parking ratio requirements set forth in CVMC Sections 19.62.010 through 19.62.130. If the project is using density bonus, the developer may request the parking ratio set forth in California Government Code Section 65915. Page 1249 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 7 2. Parking shall not be located between the building frontage and a public sidewalk. 3. Additionally, parking areas for more than five vehicles shall be effectively screened by a minimum of 10-foot-wide landscaped strip and a masonry wall or fence of acceptable design between the parking area and the public right-of-way. This strip shall effectively screen the parking lot from the public right of way to a minimum height of three-and-a-half feet. Any approved combination of planting mounds, walls, and/or decorative features, which are visually compatible with the proposed development and the surrounding neighborhood, may be utilized. a. Every 10 parking stalls shall include a landscaped area with one (1) tree and a minimum width of five (5) feet. 4. Any carports adjacent to a single-family residential zone, parking lot areas and carports shall not be located along the single-family neighborhood street frontages. Additionally, the design of carports shall match the Project’s overall design theme. 5. Bike Parking. The minimum number of spaces provided shall be 10 percent of the total residential units. Additionally, an inverted “U” bike rack shall be the type of space provided, and, shall not be separated from building entrances by a road, parking area, or structure. G. Walls and Fences. 1. The following standards apply to walls and fences: a. Walls shall be architecturally treated on both sides and incorporate landscaping. b. Brick, slump stone, tile, textured concrete, stucco on masonry or steel framing, wrought iron, tubular steel fencing, solid decorative walls, or other material walls which require little or no maintenance are required. c. Wall caps are to be incorporated as a horizontal design element at the top of walls and should not exceed four inches vertical. d. Plain concrete block walls and chain link fencing are not permitted. H. Landscaping. All landscaping shall conform to the requirements as specified in the City’s Landscaping Manual, Design Manual, Shade Tree Policy, and Water Conservation Ordinance, and as approved by the Director of Development Services, or designee. I. Lighting. Page 1250 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 8 1. All structures, entries, parking areas, refuse enclosures, active outdoor/landscape areas, and pedestrian pathways shall include overnight lighting for safety and security. 2. Lighting shall be recessed or hooded, downward directed, and located to illuminate only the intended area. It shall not spill beyond the intended area and shall not extend across a property line. 3. Timers and sensors shall be incorporated to avoid unnecessary lighting and avoid unnecessary energy use. J. Utilities and Trash Enclosure Areas. 1. Utilities, utility vaults, and all mechanical equipment (ground and roof-mounted) shall be screened or hidden from view from the public street. 2. Trash enclosure areas shall be provided in accordance with CVMC 19.58.340. 3. Trash enclosures shall be constructed of the same primary wall material and color as the most adjacent building within the development. 4. Enclosures shall be located in convenient but unobtrusive areas, well screened with landscaping and positioned so as to protect adjacent uses from noise and odors. [Chapters 19.60 – 19.89 remain unchanged.] Chapter 19.90 DENSITY BONUS Section: 19.90.010 Purpose 19.90.020 Applicability 19.90.030 Density Bonus Allotment 19.90.040 Density Bonus Development Standards 19.90.050 Affordability Restrictions 19.90.060 Application Requirements and Review 19.90.070 Density Bonus Agreement 19.90.080 Agreement Processing and Administrative Fee 19.90.090 Savings Clause Page 1251 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 9 19.90.010 Purpose The City of Chula Vista declares that the provision of housing in a suitable living environment for all residents is a priority of the highest order and is consistent with State, regional and national policies. The purpose of this chapter is to provide incentives for the production of affordable housing in accordance with those contained in California Government Code Section 65915 (“state density bonus law”). Terms and provisions not contained in this Chapter shall be defined in state density bonus law. This Chapter is intended to materially assist the housing industry in providing adequate and affordable shelter for all economic segments of the community and to provide a balance of housing opportunities throughout the City. It is intended that this Chapter facilitate the development of affordable housing development projects and implement the goals, objectives and policies of the City of Chula Vista General Plan Housing Element. Nothing in this Chapter shall be construed to supersede or in any way alter or lessen the effect or application of the California Coastal Act. 19.90.020 Applicability The provisions of this Chapter shall apply to a housing development as defined in state density bonus law. 19.90.030 Density Bonus Allotment A housing development shall be entitled to receive a density bonus and incentives, concessions, waivers, or reductions of development standards as set forth in state density bonus law. 19.90.040 Density Bonus Development Standards A. Concurrent Development. Affordable units shall be constructed concurrently with market- rate units unless both the City and the developer agree within the density bonus agreement to an alternative schedule for development. B. Location and Dispersal of Units. Affordable units and density bonus units shall be built on site (within the boundary of the proposed development) and dispersed throughout the housing development subject to the review and approval of the City; notwithstanding the foregoing, the City may allow affordable units to be provided in a separate structure if it is determined that such an arrangement is necessary to secure an allocation of Low Income Housing Tax Credits or other affordable housing financing. C. Bedroom Unit Mix. The housing development shall include a mix of affordable units (by number of bedrooms) consistent with the unit mix of market-rate units. D. Compliance with Development Standards and Codes. Density bonus projects shall comply with all applicable development standards, except those which may be modified as an incentive/concession or will have the effect of physically precluding the construction of a development providing the affordable units at the permitted density. Page 1252 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 10 E. Design Consistency. The design and appearance of the affordable units shall be consistent or compatible with the design of the market-rate units in terms of appearance, materials, and finish quality. F. Amenities. Residents of affordable units shall be permitted the same access to project amenities and recreational facilities as market rate units. 19.90.050 Affordability Restrictions The occupancy, rent, and income limitations and time periods of restriction of the same for housing developments using the density bonus shall be as set forth in state density bonus law. 19.90.060 Application Requirements and Review A. Preliminary Application. A developer proposing a density bonus project pursuant to state density bonus law may submit a preliminary application prior to the submittal of any formal request for approval. Developers are encouraged to schedule a preapplication conference with designated staff of the Development Services Department and Housing and Homeless Services Department to discuss and identify potential application issues, including prospective incentives or concessions. B. Application. The developer shall submit a density bonus application, which will be treated as a part of any other required development application, which shall set forth set forth the requested density bonus, incentives, concessions, waivers and/or reductions of development standards. The proposed housing development may require other project development applications (e.g., tentative map, parcel map, design review, conditional use permits). Under such circumstances, the density bonus application shall be processed concurrently. C. Approval of an Application. When a project involves a request for a density bonus, incentives, concessions, waivers or reductions of development standards, the decision-making body shall make a written finding that the project is consistent with the provisions of this chapter, as part of the approval of the development applications. The approval shall take place prior to final map approval, if applicable. If no additional development applications are required, the application shall be approved prior to the execution of the density bonus agreement. The granting of an incentive, concession, waiver, or reduction of development standards shall not, in and of itself, require a General Plan, local coastal plan, or zoning amendment or any other discretionary approval. D. Denial of Application. In rejecting such development applications, the decision-making body shall make written findings in compliance with Government Code Section 65589.5(b) and based upon substantial evidence in the record. 19.90.070 Density Bonus Agreement A. Execution of Agreement. Housing developments obtaining a density bonus shall execute a density bonus agreement with the City. Page 1253 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 11 B. Recordation. Following execution of the density bonus agreement by all parties, the completed density bonus agreement shall be recorded against the housing development senior to all monetary liens. Recordation shall occur concurrently with the final map recordation, or where a map is not being processed, prior to issuance of building permits for such parcels or units. The density bonus agreement shall be binding in all future owners and successors in interest to the housing development. C. Provisions. The following terms are required in the density bonus agreement: 1. Number of Units. The total number of units, the number of density bonus units, and the number of affordable units approved for the housing development. 2. Term of Affordability. The number of years the occupancy and affordability restrictions for affordable units remain in place. 3. Phasing Schedule. A schedule of production and occupancy of affordable units, if applicable. 4. Incentives, Concessions, Waivers, and/or Reductions in Development Standards. A description of the incentives, concessions, waivers, and/or reduction in development standards. 5. Operation and Maintenance. The rules and procedures for qualifying tenants, establishing affordable rent, filling vacancies, operating and maintaining affordable units for qualified tenants. 6. Ongoing Monitoring. Provisions requiring developers to demonstrate compliance with this chapter. 7. Initial Sale. Where applicable, terms and conditions governing the initial sale of for-sale affordable units in compliance with Chapter 19.93 Residential For-Sale Affordable Housing. 8. Initial Lease. All affordable rental projects shall comply with Chapter 19.94 Marketing, Application, Lottery, and Waitlist Requirements for Affordable Rental Housing Projects. 9. Remedies. A description of remedies for breach of the agreement by either party. 10. Other Provisions for Compliance. Other provisions as the City may require to ensure implementation and continued compliance with this chapter and the state density bonus law. D. Inclusionary Housing Agreement. Projects that require both an inclusionary housing agreement and density bonus agreement may be combined into one single housing regulatory agreement. Page 1254 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 12 19.90.080 Agreement Processing and Administrative Fee During the term of the density bonus agreement, the City will either directly or via one or more third parties, review applications for affordable units and monitoring of such units. The City Council may establish an administrative fee to fully recover the costs associated with such administration and monitoring, the amount of which shall be established in the Master Fee Schedule. 19.90.090 Savings Clause A. If any provision of this chapter or the application thereof to any person or circumstances is held invalid by a court of competent jurisdiction, the remainder of the chapter and the application of the provision to other persons not similarly situated or to other circumstances shall not be affected thereby. B. Should any conflict exist between this chapter and any other land use ordinance, regulation, resolution, policy or prior decision of the City, this chapter shall control all applicable land use applications which do not have final approval on the effective date of this chapter. Chapter 19.91 INCLUSIONARY HOUSING Section: 19.91.010 Determinations 19.91.020 Purpose 19.91.030 Definitions 19.91.040 Applicability and Exemptions 19.91.050 Inclusionary Requirements 19.91.060 Relationship to Density Bonus Provisions 19.91.070 Housing In-Lieu Fees 19.91.080 Alternative Compliance 19.91.090 Inclusionary Unit Development Standards 19.91.100 Inclusionary Housing Plan and Affordability Agreement 19.91.110 Petition for Waiver or Reduction 19.91.120 Administration and Enforcement 19.91.010 Determinations The City of Chula Vista declares that the provision of housing in a suitable living environment for all residents is a priority of the highest order and is consistent with State, regional and national policies. The goal of the City is to achieve a balanced community with housing available for persons of all income levels. There exists within the City a shortage of housing that is affordable to households of lower and moderate incomes. Federal and State housing finance subsidy programs are not sufficient by themselves to satisfy these income housing needs. The City finds that the Page 1255 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 13 housing shortage for households of lower and moderate income is detrimental to the public health, safety, and welfare and, further, that it is a public purpose of the City to seek assistance and cooperation from the private sector in making available an adequate supply of housing for persons of all economic segments of the community. 19.91.020 Purpose The purpose of this Chapter is to enhance the public welfare and assure the compatibility between future housing development and the Housing Element of the City of Chula Vista General Plan through increasing the production of housing units affordable to households of lower and moderate incomes. It is the purpose of this Chapter to meet the City’s General Plan goals to expand the supply of housing available to lower and Moderate-Income Households. 19.91.030 Definitions A. “Affordability Agreement,” means a legally binding, written agreement between an Applicant and the City, in form and substance satisfactory to the City Attorney, ensuring compliance with the requirements of this Chapter. B. “Affordable Housing Cost” shall be as currently defined in Section 50052.5 of the California Health and Safety Code and any subsequent amendments or revisions. C. “Affordable Rent” shall be as currently defined in Section 50053 of the California Health and Safety Code and any subsequent amendments or revisions. Notwithstanding the foregoing, the City or Housing Authority shall retain discretion to restrict units at Affordable Rents consistent with the maximum rents as published annually by the California Tax Credit Allocation Committee (“CTCAC”). D. “Applicant” means one (1) or more person(s) or entity(ies) that applies for a Residential Development in the City, regardless of whether the person(s) or entity(ies) have an ownership or leasehold interest in the property on which the development is proposed. E. “Community Care Facilities” means facilities, places or buildings which are maintained and operated, subject to licensing by the California Department of Social Services, to provide nonmedical residential care, which may include home finding and other services, for children and/or adults, including: the physically handicapped; mentally impaired, mentally disordered, or incompetent; developmentally disabled; court wards and dependents; neglected or emotionally disturbed children; the addicted; the aged. Community Care Facilities include continuing care and retirement communities. F. “Development Agreement” means an agreement entered into between the City and a developer pursuant to California Government Code Section 65864 et seq. G. “For-Sale” means any dwelling unit, including but not limited to a condominium, townhome, other attached or detached single family dwelling unit, for which a parcel or tentative and final map is required for the lawful subdivision of the parcel upon which the dwelling unit is located for the creation of the unit in accordance with the Subdivision Map Act (Calif ornia Government Code Section 66410 et seq.). H. “Health Care Facilities” means facilities, places or buildings other than hospitals which are maintained and operated as a residence for patients and to provide long-term medical care, Page 1256 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 14 including nursing homes, intermediate care facilities, extended care facilities, hospice homes, and similar facilities which are licensed by the California State Department of Health Services, and defined in Health and Safety Code, Section 1200, et seq., which may include a lab, radiology, pharmacy, rehabilitation, and other similar services as accessory uses. I. “Housing Authority” means the Chula Vista Housing Authority. J. “Housing In-Lieu Fee” means a fee paid by an Applicant as an alternative to providing an Inclusionary Unit or a fraction of an Inclusionary Unit. K. “Inclusionary Unit” means a newly constructed “Rental” or “For-Sale” dwelling unit which is: (1) provided (or caused to be provided) by an Applicant under the provisions of this Chapter; (2) made available and occupied by a lower-, Low- or Moderate-Income Household, as required under the provisions of this Chapter; (3) subject to occupancy and Affordable Rent for a period of not less than 55 years, or Affordable Housing Cost or sales price controls for a peri od of not less than 45 years, unless otherwise restricted through a value recapture agreement; (4) compatible with the design of other units in the residential housing development of which it is part in terms of exterior appearance, materials and quality finish; and (5) a similar unit type and bedroom mix to the overall Residential Development. L. “Low-Income Household” shall have the same definition as “lower income households” in Section 50079.5 of the California Health and Safety Code and any subsequent amendments or revisions. M. “Low-Income Unit” means a unit restricted to a Low-Income Household and rented or sold at an Affordable Rent or Affordable Housing Cost. N. “Moderate-Income Household” shall have the same definition as “persons and families of moderate income” in Section 50093 of the California Health and Safety Code and any subsequent amendments or revisions. O. “Moderate-Income Unit” means a unit restricted to a Moderate-Income Household and rented or sold at an Affordable Rent or Affordable Housing Cost. P. “Rental” means a dwelling unit that is not a For-Sale dwelling unit. Q. “Residential Development” means a project containing at least one residential unit, including mixed use developments. For the purposes of this Chapter, a “Residential Development” also includes a subdivision or Common Interest Development, as defined in Section 4100 of the California Civil Code, approved by the City which consists of residential units or unimproved residential lots and either a project to substantially rehabilitate and convert an existing commercial building to residential use or the substantial rehabilitation of an existing multifamily dwelling, as defined in subdivision (d) of California Government Code Section 65863.4, where the result of the rehabilitation would be a net increase in available residential units. R. “Review Authority” means the individual or official City body which has the responsibility and authority to review, and approve or disapprove, applications for land use entitlements. Page 1257 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 15 S. “Single Room Occupancy Unit” is a residential unit with living space with a minimum floor area of 150 square feet and a maximum of 400 square feet restricted to occupancy by no more than two persons. Kitchen and bathroom facilities may be wholly or partially included in each living space or may be fully shared. T. “Very Low-Income Household” shall be as currently defined in Section 50105 of the California Health and Safety Code and any subsequent amendments or revisions. U. “Very Low-Income Unit” means a unit restricted to a Very Low-Income Household and rented or sold at an Affordable Rent or Affordable Housing Cost. 19.91.040 Applicability and Exemptions A. The inclusionary requirements of this Chapter apply to all Residential Developments whose applications for building permits, subdivisions or development permits are deemed complete on or after July 1, 2024, where the lots or units will be offered for sale or rent, including the residential component of mixed-use developments. B. Notwithstanding subsection A, to the following shall be exempt from this Chapter: 1. Projects that are not Residential Developments. 2. Any project for which the city enters into a Development Agreement pursuant to California Government Code Section 65964 that provides inclusionary housing obligations comparable to this Chapter and alternative community benefits or for any project that is otherwise exempt under State law. 3. Units to be constructed pursuant to an agreement with the City or other local government agency that restricts occupancy to Low- or Moderate-Income Households at an Affordable Housing Cost for a period of not less than 55 years (or 45 years for ownership units). 4. Homeless shelters, Community Care Facilities, Health Care Facilities, and Single Room Occupancy Units. 5. Dwelling units to replace previously existing dwelling units on the same lot, if the previous dwelling units were demolished or destroyed within the last five years prior to the date the building permit application for the replacement unit is submitt ed to the Development Services Department. 6. Construction of accessory dwelling units as defined by California Government Code Section 65852.2(j). 7. Home remodels and additions. 8. Density bonus units. 9. Mobile homes. 10. A residential project that was approved by the City prior to adoption of this Chapter. Notwithstanding the foregoing, this Chapter shall apply to any residential project that Page 1258 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 16 applies to modify its project after it has been approved by the City, and the modification increases the density of the project. In that scenario, this Chapter shall only apply to the additional units created by the modification. 19.91.050 Inclusionary Requirements. A. Residential or mixed-use development projects with fewer than ten units shall not be required to meet the provisions of this Chapter. B. For residential or mixed-use development projects of ten or more For-Sale units, except those projects complying with this Chapter in an alternative manner consistent with Section 19.91.080 below, 10% of the units shall be restricted For-Sale at an Affordable Housing Cost, as follows: 1. The first Inclusionary Unit required by this Chapter shall be restricted For-Sale at an Affordable Housing Cost to a Moderate-Income Household; 2. The second Inclusionary Unit required by this Chapter shall be restricted For-Sale at an Affordable Housing Cost to a Low-Income Household; 3. All subsequent Inclusionary Units shall follow a similar order of distribution as above such that, to the extent possible, 50% of Inclusionary Units will be restricted For- Sale to Moderate-Income Households, and 50% to Low-Income Households. C. For residential or mixed-use development projects of ten or more Rental units, except those projects complying with this Chapter in an alternative manner consistent with Section 19.91.080 below, 10% of the units shall be restricted at an Affordable Rent, as follows: 1. The first Inclusionary Unit required by this Chapter shall be restricted as a Moderate-Income Unit; 2. The second Inclusionary Unit required by this Chapter shall be restricted as a Low- Income Unit; and 3. All subsequent Inclusionary Units shall follow a similar order of distribution as above such that, to the extent possible 50% of Inclusionary Units will be designated as affordable to Moderate-Income Households, and 50% to Low-Income Households. D. Fractional Inclusionary Units that may result from the application of these requirements may be met by rounding up to provide an additional Inclusionary Unit consistent with this Section 19.91.050(C), or by paying a fractional Housing In-Lieu Fee as noted in Section 19.91.070. E. If a proposed Residential Development project would result in the elimination of existing deed restricted affordable housing units, the affordable units must be replaced on a one-for-one basis with equally affordable deed restricted units with a new Affordability Agreement recorded that results in resetting and making consistent the duration of affordability consistent with the requirements of this Chapter. 19.91.060 Relationship to Density Bonus Provisions Page 1259 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 17 An Applicant proposing Inclusionary Units, consistent with this Chapter 19.91, which also applies for a density bonus, consistent with Chapter 19.90 of this code, may count units affordable to lower or Moderate-Income Households toward both requirements, and shall be eligible to receive one or more incentives or concessions, pursuant to California Government Code Section 65915. Additional units allowed by the density bonus shall not be included in the total project units when determining the proportion of required Inclusionary Units in a Residential Development. 19.91.070 Housing In-Lieu Fees Developing the required Inclusionary Units within the Residential Development, as required under Section 19.91.050, is preferred. However, as an alternative to those requirements, or for fractional units that result from application of Section 19.91.050, the requirement may be satisfied as follows: A. The Applicant may satisfy the on-site Inclusionary Unit requirements, or fractional unit requirements, of Section 19.91.050 through payment of a Housing In-Lieu Fee in an amount that shall be calculated using the fee schedule established by resolution of the City Council. B. In accordance with this paragraph, the Applicant may satisfy the Inclusionary Unit requirements of Section 19.91.050 by providing some of the required Inclusionary Units on-site and paying a Housing In-Lieu Fee for any required Inclusionary Units that are not included in the project. The amount of the Housing In-Lieu Fee shall be calculated by using the fee schedule established by resolution of the City Council. C. The full Housing In-Lieu Fee shall be paid to the City prior to the issuance of the first building permit for the Residential Development project. D. Except as otherwise provided in this Chapter 19.91, all Housing In-Lieu Fees paid under this Chapter shall be paid to the City and deposited into the Housing Inclusionary Fund maintained by the City for use in producing, protecting, and preserving affordable housing, including site acquisition, development, rehabilitation, or preservation of affordable housing, homelessness prevention programs, first time homebuyer programs, or other affordable housing programs, and for affordable housing program administration, either directly by the City or in partnership with the Housing Authority or third-party affordable housing developers. 19.91.080 Alternative Compliance The primary means of compliance with this Chapter shall be on-site Inclusionary Units or payment of Housing In-Lieu Fees consistent with Sections 19.91.050 and 19.91.070. The City will consider at its discretion certain alternatives to the provision of on-site Inclusionary Units or payment of the Housing In-Lieu Fee including the provision of Inclusionary Units off-site, directly by Applicant or through an agreement with a third party; dedication or conveyance of land; conversion of market rate units to affordable; credit for naturally occurring affordable housing; preservation of at -risk housing; or use of inclusionary credits. All alternative compliance measures must produce at least the same number and affordability of units that would have been provided on-site and are subject to review and approval by the City. A. Inclusionary Units Provided Off-Site. An Applicant may provide (or may cause a third party to provide) Inclusionary Units off-site (“off-site units”). Page 1260 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 18 1. Inclusionary Units provided off-site must be located within one mile of the development or located in an area within Chula Vista designated as “highest resource,” “high resource,” or “moderate resource” according to opportunity maps published by the California Tax Credit Allocation Committee at the time of permit application. 2. As part of the application submittal materials, if the Applicant itself will provide the Inclusionary Units off-site, the Applicant shall submit evidence that the Applicant owns, leases (pursuant to an executed a ground lease of at least the 55 years from the date offsite units would be produced), or has an irrevocable option to purchase, the site where the off-site Inclusionary Units are proposed to be located; alternatively, if Applicant enters into an agreement with a third party to provide the Inclusionary Units off-site, then the Applicant shall cause such third party to submit evidence that the third party owns, or has an irrevocable option to purchase, the site where the off-site Inclusionary Units are proposed to be located. 3. The City shall not issue a building permit for the Residential Development project until the Inclusionary Units off-site, whether they are to be constructed by the Applicant or third party, are under construction. Any agreement entered into by the Applicant and a third party to construct Inclusionary Units off-site is subject to review and approval by the City and must contain a clause that allows the City to enforce the rights in the agreement. B. Land Dedication or Conveyance Alternative. An Applicant may offer to dedicate or convey land to the City or Housing Authority, situated on-site or off-site. 1. Land offered under this section must be within the City’s boundaries and must be designated for a general plan land use which allows multifamily units. 2. The Applicant shall provide a financial analysis which demonstrates that the land offered is suitable for affordable housing development in terms of size; location; general plan land use designation; availability of sewer, water and transit services; absence of toxics; absence of environmental constraints; site characteristics and surroundings. Staff will recommend to the Review Authority whether the dedication should be accepted. 3. The Applicant shall also submit evidence that the Applicant owns, or has an irrevocable option to purchase, the site proposed for dedication or conveyance. 4. Land conveyed under this section shall be used for the development of affordable housing for households of lower income. 5. Land shall be identified and offered for dedication or conveyance at the time of development application submittal. If the offer is accepted by the Review Authority, the land must be donated to the City or Housing Authority no later than the date of approval of the final subdivision map, parcel map or housing development application, and must have all the permits and approvals, other than building permits, necessary for development with the required number of Inclusionary Units. 6. Concentration Determination. Each site proposed to be dedicated or conveyed to the City for construction of Inclusionary Units or proposed for one or more off-site Inclusionary Units shall be evaluated as to whether the placement of such units will overly Page 1261 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 19 impact an area with lower income units. If the site is within 1,000 feet of one or more existing or approved developments in which more than 50 percent of the units are, or will be, restricted to occupancy by households of lower incomes, impaction shall be found. The Review Authority may override a determination of impaction by making findings that local schools, services and adjacent uses will not be negatively impacted by the construction of Inclusionary Units at the proposed site. C. Conversion of Market Rate Units to Affordable. An Applicant may propose to convert existing market rate units within the City to affordable units in an amount equal to or greater than the required on-site inclusionary housing requirement, including any needed rehabilitation to ensure compliance with building, health and safety standards. In considering such proposals, the City will evaluate the public benefit to be gained from conversion, including the value of any rent reductions, scope of building rehabilitation, and resolution of nuisance activities. D. Preservation of At-Risk Housing. An Applicant may offer to purchase long term affordability covenants on an existing deed restricted affordable housing project at imminent risk of contract termination and conversion to market rate housing. The number of units preserved shall be equal to or greater than the required on-site inclusionary housing requirement and an additional 55 years beyond the expiring covenant(s). For the purposes of this section, “imminent risk” shall mean expiration of all affordability covenants within two years from the date of Applicant’s proposal. Applicant must demonstrate that affordability covenants are unlikely to be renewed in the absence of such action. E. Credit for Additional Affordable Units. If an Applicant completes construction on a site of a greater number of affordable units than required by this Chapter, the additional units may be credited towards meeting the requirements of this Chapter for a future project unless otherwise regulated by a Sectional Planning Area Affordable Housing Plan. The Applicant may use credits in a future project or transfer the credits in writing to another developer. Credits will only be counted toward required affordable units with the same bedroom count, the same type (Rental or ownership), and required affordability targets. The credits must be used within 10 years of issuance. Projects which have received a density bonus, or which were constructed with an allocation of low-income housing tax credits, tax-exempt bonds, or other public subsidy, shall not be eligible for credits. F. Incentive Credit. The City has a greater need for housing for Very Low- and Low-Income Households. To encourage developers to provide for these households, the City can in effect reduce the required affordable housing obligation when the Developer opts to provide Very Low- or Low-Income Units rather than Low- or Moderate-Income Units that are required under Section 19.91.050. The incentive credit shall be calculated as follows: 1. A credit of 6.0 units will be applied for every For-Sale unit restricted at an affordable cost for a Very Low-Income Household in lieu of a For-Sale Moderate-Income Unit otherwise required, and a credit of 3.5 units will be applied for every Rental unit restricted at an affordable cost for a Very Low-Income Household in lieu of a Rental Moderate-Income Unit otherwise required. 2. A credit of 5.0 units will be applied for every For-Sale unit restricted at an affordable cost for a Low-Income Household in lieu of a For-Sale Moderate-Income Unit Page 1262 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 20 otherwise required, and a credit of 3.0 units will be applied for every Rental unit restricted at an affordable cost for a Low-Income Household in lieu of a Rental Moderate-Income Unit otherwise required. 3. A credit of 1.5 units will be applied for every For -Sale or Rental unit restricted at an affordable cost for a Very Low-Income Household in lieu of a For-Sale Low-Income Unit or Rental unit otherwise required. 19.91.090 Inclusionary Unit Development Standards A. Subject to the review and approval of the City, all Inclusionary Units shall be: 1. Dispersed throughout the residential project; 2. Proportional, in number of bedrooms, to the market rate units; 3. Comparable to the market rate units included in the residential project in terms of size, design, materials, finish quality, and appearance; and 4. Permitted the same access to project amenities and recreational facilities as market rate units. B. Notwithstanding the foregoing, the City may allow Inclusionary Units to be provided in a different manner in a separate structure if it is determined that such an arrangement is necessary to secure an allocation of Low-Income Housing Tax Credits or other affordable housing financing. C. Timing of Construction. All Inclusionary Units in a project shall be constructed concurrent with, or before the construction of the market rate units. If the City approves a phased project, a proportional share of the required Inclusionary Units shall be provided within each phase of the residential project. D. Accessory dwelling units shall not be counted towards meeting a project’s inclusionary requirements. E. Units for Sale. All properties offering For-Sale Inclusionary Units shall abide by Chapter 19.93 to offer the units at affordable prices. F. Rental Units. 1. Time Limit for Inclusionary Restrictions. A Rental Inclusionary Unit shall remain restricted to the target income level group at the applicable Affordable Rent for fifty-five (55) years. 2. Certification of Renters. The owner of any Rental Inclusionary Units shall certify to the City, on a form provided by the City, the income of the tenant at the time of the initial Rental and annually thereafter. 3. Forfeiture. Any lessor who leases an Inclusionary Unit in violation of this Chapter shall be required to forfeit to the City all money so obtained. Recovered funds shall be deposited into the Housing Inclusionary Fund. Page 1263 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 21 4. All properties offering Rental Inclusionary Units shall abide by Chapter 19.94 regarding Affordable Housing Marketing and offer the units at affordable prices. G. General Prohibitions. 1. No person shall sell or rent an Inclusionary Unit at a price or rent in excess of the applicable Affordable Housing Cost or Affordable Rent placed on the unit in accordance with this Chapter. 2. No person shall sell or rent an Inclusionary Unit to a person or persons that do not meet the income restrictions placed on the unit in accordance with this Chapter. 3. No person shall provide false or materially incomplete information to the City or to a seller or lessor of an Inclusionary Unit to obtain occupancy of housing for which that person is not eligible. H. Principal Residency Requirement. 1. The owner or lessee of an Inclusionary Unit shall reside in the unit as such person’s principal residence except as may be otherwise required due to active military deployment, medical reasons, or other hardship, subject to the City’s review and approval 2. No owner or lessee of an Inclusionary Unit shall lease or sublease, as applicable, an Inclusionary Unit without the prior permission of the City. 19.91.100 Inclusionary Housing Plan and Affordability Agreement A. The Applicant shall comply with the following requirements at the times and in compliance with the standards and procedures in the City's regulations for the implementation of this Chapter. 1. Inclusionary Housing Plan. Upon application to the City for discretionary approval which would alter or vary from the requirements of this Chapter, an Applicant shall submit an inclusionary housing plan detailing how the provisions of this Chapter will be implemented for the proposed project. If the inclusionary housing plan includes alternatives to on-site units, then the inclusionary housing plan shall be subject to the review and approval of the City Council. All other inclusionary housing plans shall be subject to the approval of the City, subject to appeal to the Planning Commission. Any such appeal shall be filed within ten working days of the City’s decision. 2. Affordability Agreement. Prior to building permit issuance, an Applicant shall execute and cause to be recorded an Affordability Agreement. Once the Residential Development including Inclusionary Units has received its final discretionary approval, the Applicant shall file an application, including payment of any processing and monitoring fees, with the Development Services Department for approval and finalization of the Affordability Agreement. B. An Applicant for a project providing Inclusionary Units consistent with this Chapter, as well as affordable units consistent with the provisions of Chapter 19.90 of this code, shall enter into a single affordable housing agreement with the City. Page 1264 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 22 C. Discretionary Approvals. No discretionary approval shall be issued for a project subject to this Chapter until the Applicant has submitted an inclusionary housing plan. D. Issuance of Building Permit. No building permit shall be issued for a project subject to this Chapter unless the Department of Housing and Homeless Services has approved the inclusionary housing plan, if such a plan is required by this Chapter, and any required Affordability Agreement has been recorded encumbering the project site. 19.91.110 Petition for Waiver or Reduction An Applicant may request a waiver or reduction in the requirements of this Chapter 19.91, provided that the Applicant provides evidence of economic hardship, such as inability to achieve a reasonable commercial profit, which must be verified by an independent third-party, chosen by the City, at the Applicant's sole cost. Such review would include a comparison of the Applicant's projected costs and Rental/sale revenue assumptions with current market standards, including a market rate of return on cost. The waiver or reduction request may be processed ministerially by the City Manager or designee, with the option of review and approval by the City Council. 19.91.120 Administration and Enforcement. A. The City Council, by resolution, may from time to time adopt procedures, policies, rules, guidelines, and requirements, including the adoption of processing and administrative fees, to implement, administer, and/or enforce the provisions of this Chapter. B. The City Manager or designee is authorized to determine the number of dwelling units contained within a particular Residential Development, if a determination is needed to resolve a disagreement. When a question arises regarding the meaning or interpretation of any provision of this Chapter to any specific circumstances or situation, the City Manager or designee is authorized to render a decision thereon in writing. C. The City shall keep on file and available for public review a copy of the current income schedules and utility allowances. D. Any violation of this Chapter constitutes a misdemeanor and may be subject to the penalties and remedial procedures set forth in this Code. E. The provisions of this Chapter shall apply to all owners, Applicants, developers, their agents, successors, and assigns that propose a Residential Development, occupy an Inclusionary Unit, or both. All Inclusionary Units shall be sold or rented in accordance with this Chapter and any regulations and administrative guidelines adopted pursuant to this Chapter. F. Any individual who sells or rents an Inclusionary Unit in violation of the provisions of this Chapter, the guidelines, or the Affordability Agreement shall be required to forfeit to the City all monetary amounts obtained in violation of those provisions. Recovered funds shall be deposited into the Housing Inclusionary Fund. G. The City Attorney may institute any appropriate legal actions or proceedings necessary to ensure compliance with this Chapter, including, but not limited to: 1. Actions to revoke, deny, or suspend any permit, including a building permit, Page 1265 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 23 certificate of occupancy, or discretionary approval; and 2. Actions for injunctive relief or damages. H. In any action to enforce this Chapter or an Affordability Agreement recorded hereunder, the prevailing party shall be entitled to recover its reasonable attorneys' fees and costs. [Chapter 19.92 remains unchanged.] Chapter 19.93 RESIDENTIAL FOR-SALE AFFORDABLE UNIT REQUIREMENTS Section: 19.93.010 Findings and Purpose 19.93.020 Promulgation of Administrative Regulations 19.93.030 Definitions 19.93.040 Program Requirements 19.93.050 Sale Terms and Value Recapture 19.93.060 Homebuyer Requirements 19.93.010 Findings and Purpose A. The purpose of this Chapter is to establish the procedures for the Development of affordable for-sale housing for very low-, low- and moderate- Income buyers under various programs within the City of Chula Vista, including Density Bonus Chapter 19.90 and Inclusionary Housing Chapter 19.91. B. The provisions of this Chapter shall apply to any Development which is satisfying its affordable housing obligation to the City by providing for-sale Affordable Units, which are not otherwise regulated by any other funding sources. Any Development satisfying its affordable housing obligation by providing affordable for-sale Affordable Units within the City must comply with this Chapter. 19.93.020 Promulgation of Administrative Regulations A. The City Manager or designee is authorized to establish, consistent with the terms of this Chapter, Administrative Regulations necessary to carry out the purposes of this Chapter. Administrative Regulations shall be published on the City’s website and maintained and available to the public in the Office of the City Clerk. Administrat ive regulations promulgated by the City Manager or designee shall become effective and enforceable under the terms of this Chapter thirty (30) days after the date of publication on the City’s website. 19.93.030 Definitions Any term herein expressed in the plural may also apply to the singular. The following terms shall have the meanings set forth herein: Page 1266 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 24 A. “Administrative Regulations” means regulations that implement this Chapter authorized by the City Manager or designee pursuant to Section 19.63.020 B. “Affordable Housing Cost” shall have the meaning set forth in California Health and Safety Code Section 50052.5 and the attendant Administrative Regulations. C. “Affordable Unit” means a unit restricted for sale to very low-Income, Low-Income or Moderate-Income Households and sold at an Affordable Housing Cost. D. “AMI” shall have the same meaning as “area median income” set forth in California Health and Safety Code Section 50093. E. “City” means the City of Chula Vista. F. “Development” means a Project that contains residential dwelling units. G. “Developer” means any person obligated to provide Affordable Units as part of a Development. H. “Eligible Household” means any person meeting the criteria set forth in any City-imposed requirements applicable to an Affordable Unit. I. “Equity” means the difference between, the unrestricted fair market value of the Affordable Unit on the date of the first resale of the Affordable Unit, as determined by an appraisal approved by the City, minus the sum of: (i) the original unrestricted fair market value of the Affordable Unit at the time of its acquisition by the Eligible Household, plus (ii) the actual costs of any City- approved improvements to the Affordable Unit; and (iii) the down payment. If the foregoing calculation of Equity results in a negative number, then the Equity shall be deemed to be zero. J. “First-Time Homebuyer” means no member of the Household has had Ownership anywhere, other countries included, during the three-year period prior to the date of application. K. “Homebuyer” means the Eligible Household who has entered into a Value Recapture Agreement with the City. L. “Household” means all persons who have resided together for at least one year (expect in the case of a newborn child) and will continue to reside in the residence being purchased. A Household includes the related family members and all the unrelated people, if any, such as lodgers, foster children, wards, or employees who share the housing unit. M. “HUD” means the United States Department of Housing and Urban Development. N. “Income” means the gross amount of all Income for all applicants and adult Household members that is to be received during the coming twelve (12) months, as defined by HUD’s technical guide for determining Income and allowances, including all Income derived from any Page 1267 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 25 source, including but not limited to wages (gross pay), overtime, pensions, military service connected disability/veteran’s compensation, bonuses, public assistance, social securit y Income, alimony, child support, adoption support, foster care support, dividends and interest. O. “Initial Benefit” means the difference between the sale price and the unrestricted fair market value of the Affordable Unit at the time of purchase. P. “Low-Income Household” or “Lower Income Households” has the same meaning as “lower income households” set forth in California Health and Safety Code Section 50079.5, as amended. Q. “Moderate-Income Household” has the same meaning as “persons or families of low or moderate income” set forth in California Health and Safety Code Section 50093, as amended. R. “Ownership” means any of the following interests in residential real property: fee simple interest, joint tenancy, tenancy in common, interest of a tenant-shareholder in a cooperative, life estate interest held in trust for the applicant that would constitute a present Ownership interest if held by the applicant. Ownership does not include a remainder interest, a lease with or without an option to purchase, or any interest acquired on the execution of the purchase contract. S. “Principal Residence” means the primary home which all of all the Homebuyers reside in for not less than ten (10) months out of each calendar year. T. “Value Recapture Agreement” means an agreement by and between the City and the Homebuyer recorded against the Affordable Unit in the official records of the County of San Diego, which satisfies the requirements of this Chapter. U. “Underwriting” means the process by which a lender determines whether an applicant is eligible to receive a loan. 19.93.040 Program Requirements A. Additional Developer Obligations. Each Developer shall satisfy the following requirements: 1. Developer shall meet the requirements of all other regulations, policies, laws and programs applicable to the Affordable Units. 2. If the City Manager or designee adopts Administrative Regulations, Developer shall meet the requirements of the Administrative Regulations. 3. Developer shall follow the priority system for determining eligible buyers set forth in the Administrative Regulations. 4. The Developer shall provide information and disclosures to each Homebuyer detailing the responsibilities of all the involved parties, including the lender, Cit y, Developer and Homebuyer. Page 1268 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 26 B. Lenders. Developer may elect to designate a lender to assist with sales of the Affordable Units to Homebuyers. Each lender providing funding to Homebuyers shall meet the requirements of the Administrative Regulations. 1. Prospective Homebuyers must be pre-qualified by a lender, to purchase an Affordable Unit. A Homebuyer may obtain permanent financing from any licensed mortgage broker or lender of their choosing. Homebuyers shall notify City staff in writing of their selected lender at least 30 days before escrow closing. 2. Each lender shall determine each Homebuyer’s eligibility to purchase an Affordable Unit. 3. The Administrative Regulations shall establish basic Underwriting standards for private loans in connection with Homebuyer acquisitions of Affordable Units. All loans are subject to the City’s review and written approval. 4. All documents the lender is required to provide to the City under the Administrative Regulations shall be provided to the City a minimum of thirty (30) days prior to the escrow closing date. 19.93.050 Sale Terms and Value Recapture A. Purchase Price. In accordance with California Health & Safety Code Section 50052.5, the price for lower Income units shall not exceed 30% of 70% of AMI, and for Moderate-Income Households shall not exceed 30% of 110% of AMI. B. Homebuyer Eligibility. All applicants must be First-Time Homebuyers and provide documentation as proof of no Ownership. C. Value Recapture and Equity Share. The City and each Homebuyer shall enter into a Value Recapture Agreement that complies with the requirements of the program requiring the Affordable Units and with the Administrative Regulations. The Value Recapture Agreement shall set forth the Initial Benefit and the methodology for Equity sharing between the Homebuyer and the City. The Equity share due to the City shall be as set forth in the Value Recapture Agreement. The Value Recapture Agreement shall comply with California Government Code Section 65915(c)(2). 19.93.060 Homebuyer Requirements A. Primary Residence. The Affordable Unit shall be the Principal Residence of the Homebuyer during the entire term of the Value Recapture Agreement. The Homebuyer shall certify to the City annually under penalty of perjury that the Affordable Unit is the Principal Residence of the Homebuyer. The Affordable Unit may not be rented on a long-term or short-term basis while subject to affordability restrictions. B. Changes in Household Composition. The homeowner shall notify the City of any changes in Household composition. The addition of any person to title to the Affordable Unit shall be Page 1269 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 27 subject to the City’s advanced written approval. Any such approval shall be subject to confirmation that the Household will continue to meet the requirements of the Value Recapture Agreement after the addition of any persons. C. Conveyances. Any sale, transfer, refinance, conveyance or change in title of the Affordable Unit shall be subject to the City’s advanced written approval in the manner set forth in the attendant Administrative Regulations. Chapter 19.94 MARKETING, APPLICATION, LOTTERY, AND WAITLIST REQUIREMENTS FOR AFFORDABLE RENTAL HOUSING PROJECTS Section: 19.94.010 Purpose and Intent 19.94.020 General Applicability 19.94.030 Definitions 19.94.040 Marketing and Management Plan Review and Approval 19.94.050 Marketing to Prospective Tenants 19.94.060 Application Process 19.94.070 Lottery and Waitlist 19.94.080 Priority Policy 19.94.090 Applicant Screening 19.94.100 Fees 19.94.110 Reasonable Accommodations 19.94.120 Record Retention 19.94.130 Right to Modify 19.94.010 Purpose and Intent The purpose of this Chapter is to create clear and concise requirements for the marketing, application, selection priorities, Lottery, and Waitlist processes for affordable rental housing Projects in the City of Chula Vista. 19.94.020 General Applicability The provisions of this Chapter shall apply to Projects subject to Restrictions. 19.94.030 Definitions When used in this Chapter, the following words and phrases shall have the meanings ascribed to them below. Words and phrases not specifically defined below shall have the meanings ascribed to them elsewhere in this Code or shall otherwise be defined by common usage. For definitions of nouns, the singular shall also include the plural; for definitions of verbs, all verb conjugations shall be included. Any reference to any law, statute or regulation, is deemed to include any successor or amended version of the such law, statute or regulation consistent with the terms of this Chapter. Page 1270 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 28 A. “Applicant” means a person applying to lease a Restricted Unit. B. “Lottery” means a Lottery to randomly select Applicants as set forth in this Chapter using a methodology approved by the City Manager or designee. C. “Low-Income Household” shall have the same definition as “lower income households” in Section 50079.5 of the California Health and Safety Code. D. “Marketing and Management Plan” means a document or documents approved by the City Manager or designee, which meet all of the requirements of this Chapter and contain all of the following, unless otherwise agreed in the discretion of the City Manager or designee: 1. Identification of groups of people in need of special outreach efforts. 2. Identification of marketing outlets which will be utilized for advertising the Restricted Units. 3. The timeframes and deadlines for advertising the Restricted Units. 4. The methodology for advertising to and communicating with persons who do not speak English. 5. The procedures for and target date of the Lottery. 6. Tenant eligibility criteria, such as minimum and maximum household sizes, minimum and maximum income limits, and Applicant’s rental history. 7. The procedure for submitting and reviewing grievances by and appeals of Applicants. 8. The procedure for submitting and reviewing requests for Reasonable Accommodations. 9. A list of grounds for denial of applications for Restricted Units. 10. A policy for review and processing of transfers of households between units, including as a request for Reasonable Accommodations, changes in household composition, and other circumstances. 11. The Project’s record retention policy. 12. Samples of potential advertisements. 13. A sample lease agreement for the Restricted Unit(s), which sample lease agreement shall include the requirement that tenants are responsible for submitting documentation to the City on an annual basis which proves such tenant’s continued eligibility to occupy the Page 1271 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 29 Restricted Unit. Such provisions may be contained in a lease addendum or lease rider. E. “Moderate-Income Household” shall have the same definition as “persons and families of moderate income” in Section 50093 of the California Health and Safety Code. F. “Owner” a person that owns a Project. G. “Project” means real property subject to Restrictions. H. “Reasonable Accommodation” has the meaning set forth in the Fair Housing Act (42 U.S.C. §§ 3601 – 3619). I. “Restricted Unit(s)” means a dwelling unit or dwelling units which are occupancy restricted pursuant to Restrictions. J. “Restrictions” means a document or instrument that meets both of the following requirements: (i) the document or instrument restricts the occupancy of at least one residential dwelling unit for occupancy by Very Low-Income Households, Low-Income Households, or Moderate-Income Households; and (ii) and the City, Housing Authority, and/or Successor Agency is a party to such document or instrument OR the City, Housing Authorit y, and/or Successor Agency has the right to enforce such document or instrument OR the document or instrument is made in favor of the City, Housing Authority, and/or Successor Agency. K. “Very Low-Income Household” shall have the meaning set forth in Section 50105 of the California Health and Safety Code. L. “Waitlist” means a list of Applicants who were not selected to lease Restricted Units. 19.94.040 Marketing and Management Plan Review and Approval A. Every Owner of a Project subject to a regulatory agreement effective on or after the effective date of this ordinance shall submit a Marketing and Management Plan to the City for the City’s review and approval or rejection. Each Project that did not obtain a certificate of occupancy on or before July 1, 2024, shall submit a Marketing and Management Plan to the City not less than ninety (90) days prior to issuance of a temporary certificate of occupancy for the Project. B. The City shall accept or provide notice of any objections to each Marketing and Management Plan. Such acceptance or objection shall be made in the discretion of the City Manager or designee, provided that any objections shall be solely based upon a failure of the Marketing and Management Plan to meet the requirements of this Chapter. If the City delivers a notice of any objections, the Owner shall cause the Marketing and Management Plan to be revised accordingly and shall resubmit the revised Marketing and Management Plan to the City for review and approval as set forth in this Section. C. The approved Marketing and Management Plan shall be binding upon the Owner. The Owner shall comply with and follow the requirements, policies and procedures set forth in the Page 1272 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 30 approved Marketing and Management Plan. The Marketing and Management Plan ma y be amended from time to time by the Owner with the approval of the City Manager or designee. 19.94.050 Marketing to Prospective Tenants A. The Marketing and Management Plan shall include two or more of the following methods of advertising and marketing the Restricted Units, including at least one web-based method and at least one offline method: 1. Distribution of City-approved flyers and blank applications to local organizations in Chula Vista that service a wide range of prospective Applicants, such as social service providers (e.g., food banks, legal-aid offices, emergency shelters, health clinics), employers, advocacy organizations, city hall, and community gathering places such as senior centers, recreation centers, libraries, schools, and places of worship. 2. Creation and maintenance of a website with clear information about the availability of the Restricted Units, tenant eligibility requirements, a description of the application process and the deadline for submission of applications. 3. Advertising with local radio stations, newspapers, and newsletters. 4. Advertising in commonly used real estate websites, such as Zillow, Trulia, Craigslist or Apartments.com. 5. Posting advertisements in public places, such as on buses, trains, and billboards. 6. Providing a leasing office where Applicants may submit applications and ask questions. B. The Marketing and Management Plan shall include special outreach efforts to demographic groups least likely to apply for the Restricted Units without special outreach efforts. “Least likely to apply” means that there is an identifiable presence of a specific demographic group in Chula Vista, the members of which are not likely to apply for Restricted Units without targeted outreach. Reasons groups least likely to apply for the Restricted Units may include, but are not limited to, insufficient information about housing opportunities, language barriers, or transportation impediments Owners may utilize Department of Housing and Urban Development (HUD) Form 935.2A to identify demographic groups least likely to apply for Restricted Units. Outreach efforts to demographic groups least likely to apply may include distributing flyers to organizations serving people in demographic groups least likely to apply; posting flyers at grocery stores frequented by people in demographic groups least likely to apply; publishing advertisements in languages spoken by people in demographic groups least likely to apply; or providing marketing and advertising materials in alternative formats for persons with disabilities. C. Marketing efforts shall commence at least thirty (30) days prior to any Restricted Unit being leased. The information on all marketing materials, including all flyers, websites, advertisements, and other marketing materials, shall be subject to the review and approval of the City Manager or designee. Page 1273 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 31 D. Persons that seek additional information from the Owner shall be provided with the income requirements for the Restricted Units, initial monthly rents for the Restricted Units, eligibility criteria, Project and Restricted Unit amenities, accessibility features for persons with disabilities, and a description of the Lottery process. The full Marketing and Management Plan shall be made available to the public upon request. 19.94.060 Application Process A. Applications for Restricted Units shall: 1. Be available for in person pick-up and on the internet. 2. Be accepted online and by mail or drop-off at a physical location. 3. Be accessible for pickup and drop-off outside of regular business hours, including evenings and weekends. 4. Be distributed and accepted for a period of no less than two weeks. 5. Describe the method to request a Reasonable Accommodation. B. After receiving applications, Owner shall eliminate any duplicate applications, substantially incomplete applications, and applications which fail to meet the application requirements or requirements of the Restrictions. 19.94.070 Lottery and Waitlist A. Selection of tenants of Restricted Units shall be made randomly by Lottery. The Lottery may be held virtually or in person. The marketing and advertising materials shall include the projected date and time of the Lottery. The City and members of the public may observe the Lottery. The Owner shall record the Lottery proceedings and preserve the records confirming that Applicants were selected randomly in conformance with the priorities set forth in Section 19.94.080. B. Applicants selected for occupancy of a Restricted Unit shall be contacted by Owner using the contact method set forth in the Applicant’s application. The Owner may set reasonable deadlines for selected Applicants to submit income eligibility documentation and meet all application and screening requirements. C. Applicants who are not selected through the Lottery shall be placed on the Waitlist maintained by Owner. Applicants may submit applications and join the Waitlist at any time. After all Restricted Units are leased, then upon vacancy of each Restricted Unit, a new ten ant of such Restricted Unit shall be selected in the order set forth on the Waitlist. Waitlist Applicants shall be contacted at least once every other year using the contact method set forth in the Applicants’ applications to determine whether such Applicants desire to maintain their status as Applicants. Applicants who are no longer interested or do not respond shall be removed from the Waitlist. If no persons are on the Waitlist, the Owner shall follow the advertising and marketing requirements Page 1274 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 32 set forth in the Marketing and Management Plan and this Chapter and a new Lottery shall be held, and a new Waitlist shall be created. D. Special needs or supportive housing Projects may select Applicants via a referral system approved by the City Manager or designee, such as a Coordinated Entry System (CES). Special needs or supportive housing Projects that select Applicants via a referral system approved by the City Manager or designee shall be exempt from this Chapter. 19.94.080 Priority Policy A. The following levels of priority shall apply to all Applicants, subject in all circumstances to applicable limitations imposed by law, including the Fair Housing Act. The following priorities shall not be enforced where prohibited by law or any funder with respect to the Project. 1. First Priority. a. Applicants which are referred by the City of Chula Vista and actively engaged with the Housing and Homeless Services Department; or b. Applicants which meet at least one of the following criteria: (i) Applicants displaced from their primary residence of at least two years as a result of an action of the City or any of its agencies, (ii) Applicants displaced from their primary residence of at least two years as a result of a condominium conversion, (iii) Applicants displaced from their primary residence of at least two years as a result of the expiration of affordable housing covenants, or (iv) Applicants displaced from their primary residence of at least two years as a result of closure of a mobile home or trailer park community. 2. Second Priority. Applicants displaced from their primary residence as a result of a no-fault just cause termination of tenancy from a rental unit subject to Chapter 9.65, if such termination was noticed within two years of the date of application. Tenants shall be required to provide proof of such termination in a form acceptable to the City to qualify for such priority. 3. Third Priority. a. Applicants with at least one household member whose primary place of residence is in Chula Vista; or b. Applicants with at least one household member who works within or has been hired to work within the Chula Vista, as that person’s place of full-time employment; or c. Applicants with at least one household member who has received and accepted a bona fide offer of employment within Chula Vista. 4. Fourth Priority. Any Applicants who do not meet the criteria for first priority, Page 1275 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 33 second priority or third priority. 19.94.090 Fees Application fees shall not be charged until the Applicant has been selected from the Lottery or Waitlist. 19.94.100 Reasonable Accommodations A. The Owner shall review and respond to all Reasonable Accommodation requests in a timely manner and provide Reasonable Accommodations to eligible Applicants. B. Applicants and tenants shall not be required to disclose any disability, except as may be necessary to process a request for Reasonable Accommodation. Any such disclosures of disability status shall be kept confidential, except as needed for compliance purposes. 19.94.110 Record Retention Owner shall preserve records of all marketing efforts, Lottery proceedings, Waitlist data, denials of applications, grievances and appeals, and other marketing and tenant screening records for a minimum period of five years. 19.94.120 Right to Modify The City Manager or designee may waive or permit deviations from any provision of this Chapter in the discretion of the City Manager or designee. [Chapter 19.100 remains unchanged.] Section III. 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 IV. 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 V. Effective Date Page 1276 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 34 This Ordinance shall take effect and be in force on the thirtieth (30th) day after its final passage. Section VI. 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 Stacey Kurz Marco A. Verdugo Director of Housing & Homeless Services City Attorney Page 1277 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING CHAPTER 16 (DEVELOPMENT & IN-LIEU FEES) AND CHAPTER 19 (HOUSING AUTHORITY FEES) OF THE CITY’S MASTER FEE SCHEDULE TO ADD FEES RELATED TO AFFORDABLE HOUSING PROJECT ADMINISTRATION AND MONITORING WHEREAS, on May 21, 2024, the City Council conducted a first reading of Ordinance No. ______, which adds Chapter 19.91 (Inclusionary Housing) to the Chula Vista Municipal Code (“CVMC”), codifying the requirement for housing developers to provide affordable housing units within new housing developments; and WHEREAS, CVMC section 19.91.070 provides that the inclusionary housing requirements may be satisfied by payment of an in-lieu fee instead of providing affordable units on-site; and WHEREAS, CVMC section 19.91.070 provides that the City Council shall, by resolution establish the amount of the inclusionary in-lieu fee; and WHEREAS, the City of Chula Vista (“City”) commissioned RSG, Inc., a consulting firm, to prepare a study dated April 29, 2024 to determine an appropriate in-lieu fee amount based on construction costs, rental revenue, and development funding gaps for affordable housing units; and WHEREAS, CVMC Chapter 19.91.070 provides that all monies collected by the City in lieu of constructing affordable units on-site shall be deposited into the Housing Inclusionary fund maintained by the City for use in producing, protecting, and preserving affordable housing; and WHEREAS, to establish the in-lieu fees under CVMC section 19.91.070, the City wishes to amend Chapter 16 of the City’s Master Fee Schedule to add section “Inclusionary Housing In - Lieu Fee”, as set forth in Exhibit 1, attached hereto and incorporated herein by reference as if set forth in full; and WHEREAS, the City incurs costs associated with the review and administration of projects requiring a regulatory agreement, including projects applying for and receiving a density bonus pursuant to CVMC Chapter 19.90, and projects providing onsite affordable units pursuant to CVMC Chapter 19.91; and WHEREAS, the City also incurs costs associated with the ongoing monitoring of affordable projects and in its collection of fees for the review, administration, and ongoing monitoring of affordable projects provides its services to a limited segment of the public, specifically developers of affordable housing; and Page 1278 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 WHEREAS, an analysis of the staff effort and the current fully burdened hourly rates for impacted staff associated with the review, administration, and ongoing monitoring of affordable projects, as well as an analysis of the cost of third-party contracts, has been conducted to determine the cost of service associated with providing these administrative services; and WHEREAS, to achieve full and equitable cost recovery for the review, administration, and monitoring services provided, the City Council wishes to amend Chapter 19 of the City’s Master Fee Schedule to add section “Compliance Fees (Non-Bond)”, as set forth in Exhibit 2, attached hereto and incorporated herein by reference as if set forth in full; and WHEREAS, the proposed fees do not exceed the estimated reasonable cost of providing the associated services; and WHEREAS, Article XIII C of the California Constitution requires a vote of the electorate to increase any levy, charge, or exaction imposed by a local government, unless specifically exempted; and WHEREAS, the proposed fees are exempt from the vote requirement per Sections 1(e)(2) and 1(e)(3); and WHEREAS, the proposed amendments to the Master Fee Schedule Chapters 16 and 19 shall become effective upon adoption of this Resolution by the City Council and the Housing Authority; and WHEREAS, in accordance with the requirements of the California Environmental Quality Act (“CEQA”), the Environmental Review Coordinator has determined that the activity is not a “Project” as defined under Title 14, Section 15378 of the California Code of Regulations, and that therefore, pursuant to Section 15060(c)(3) of the California Code of Regulations, no environmental review is required. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it does hereby amend Chapter 16 (Development & In-Lieu Fees) of the City’s Master Fee Schedule to establish an inclusionary in-lieu fee as set forth in Exhibit 1 to this Resolution. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it does hereby amend Chapter 19 (Housing Authority Fees) of the City’s Master Fee Schedule to establish administrative fees related to the review, administration, and ongoing monitoring of affordable projects as set forth in Exhibit 2 to this Resolution. Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing and Homeless Services City Attorney Page 1279 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 3 Exhibit 1 Page 1280 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 4 Page 1281 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 5 Exhibit 2 Page 1282 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 6 Page 1283 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA REPEALING COUNCIL POLICY 453-02 “DEVELOPMENT OF AFFORDABLE FOR SALE HOUSING FOR LOW- AND MODERATE- INCOME BUYERS” WHEREAS, on December 9, 2003 City Council adopted Council Policy No. 453-02 (Development of Affordable for Sale Housing for Low- and Moderate- Income Buyers) via Resolution No. 2003-492 to provide consistency in implementation of for-sale affordable housing; and WHEREAS, Policy 453-02 established development guidelines, common program and underwriting features, and buyer selection criteria; and WHEREAS, amendments to Policy 453-02 have been made to adjust to market conditions via Resolution No. 2005-314 on September 13, 2005 and Resolution No. 2013-154 on August 6, 2013; and WHEREAS, prior to this item on May 21, 2024 the City Council considered adopting Chula Vista Municipal Code Chapter 19.93, Residential For-Sale Affordable Unit Requirements (“CVMC Chapter 19.93”), to codify the development guidelines, common program and underwriting features, and buyer selection criteria for for-sale affordable housing and establish supplemental Administrative Regulations. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it repeals Council Policy 453-02 (Development of Affordable for Sale Housing for Low- and Moderate- Income Buyers Development of Affordable for Sale Housing for Low- and Moderate- Income Buyers). Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing & Homeless Services City Attorney Page 1284 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda C:\Program Files\eSCRIBE\TEMP\1932629397\1932629397,,,Ordinance D - PAD in-lieu fees CVMC 17.10.docxH:\Attorney\Ordinance-Standard-5-25-12.doc ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE CHAPTER 17.10 (“PARKLANDS AND PUBLIC FACILITIES”) TO EXEMPT AFFORDABLE UNITS FROM PARKLAND ACQUISITION AND DEVELOPMENT FEES WHEREAS, new housing developments are required to provide usable open space, pursuant to Chula Vista Municipal Code (“CVMC”) Chapter 19.28; and WHEREAS, as an alternative method of compliance, housing developments may instead be assessed an in-lieu fee, known as the Parkland Acquisition and Development (“PAD”) fee, to be used for the offsite acquisition and improvement of parkland in Chula Vista, pursuant to CVMC Chapter 17.10; and WHEREAS, CVMC Chapter 17.10 currently allows that City Council may, by resolution, waive all or any portion of the PAD in-lieu fee in the interests of stimulating the construction of housing for low- and moderate-income families; and WHEREAS, the production of housing affordable to low- and moderate-income households is an area of critical need for Chula Vista residents, as reflected in the City of Chula Vista’s Regional Housing Needs Allocation (“RHNA”) targets set forth in its 2021-2029 Housing Element of the General Plan (the “Housing Element”); and WHEREAS, PAD in-lieu fees are a constraint on the production of housing affordable to low- and moderate-income families; and WHEREAS, various affordable housing programs administered by the State of California treat an exemption or waiver from development fees as a local monetary contribution to a project, thereby increasing the competitiveness of such projects for state funding; and WHEREAS, the current discretionary procedures for a waiver of such fees impose administrative costs on City of Chula Vista staff and may create uncertainty and delays in project completion, and could be improved through a streamlined process providing a categorical exemption for 100% affordable housing projects; and WHEREAS, for the reasons described above, establishing a categorical exemption for 100% affordable housing projects serves a public purpose; NOW, THEREFORE the City Council of the City of Chula Vista does ordain as follows: Section I. Findings The City Council of the City of Chula Vista finds that the proposed amendments to the CVMC identified in this ordinance No. _______ qualifies for the “common sense” exemption under State CEQA Guidelines Section 15061(b)(3). The action involves updates, modifications, and organizational changes to the CVMC. Furthermore, the action of updating and modifying the Page 1285 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance Page 2 CVMC with procedural and clerical changes will not result in an intensification of uses or a change in development potential within the City above what already is permitted under the existing land use and zoning policies of the CVMC that are being updated. Based on an analysis of the nature and type of these procedural and clerical changes to the CVMC, there is a certainty that there is not possibility that the action may have a significant effect on the environment. Section II. The Chula Vista Municipal Code Section 17.10.070 is hereby amended to read as follows: 17.10.070 In-lieu fees for land dedication and/or park development improvements. A. In-Lieu Fees for Land Dedication. If, in the judgment of the City, suitable land does not exist within the subdivision or within the development if it is not part of a subdivision, or for subdivisions containing 50 lots or less, the payment of fees in lieu of land shall be required. In such cases, the required fee(s) shall be based on the area to be dedicated as set forth in CVMC 17.10.040. However, when a condominium project, stock cooperative or community apartment project exceeds 50 dwelling units, dedication of land may be required notwithstanding that the number of parcels may be less than 50. Where the City deems that a combination of dedication and payment, as provided in this chapter, would better serve the public and the park and recreation needs of the future residents of a particular subdivision or residential development, it may require such combination; provided, however, the City Council may, by resolution, waive all or any portion of said dedication or in- lieu fee requirements in the interests of stimulating the construction of housing for low- and moderate-income families. B. In-Lieu Fees for Park Development Improvements. If, in the judgment of the City, suitable land does not exist within the subdivision or within the development if it is not part of a subdivision, or for subdivisions containing 50 lots or less, the payment of fees in lieu of developing improvements shall be required. In such cases, the amount of the required fee(s) shall be based on the improvements required in CVMC 17.10.050. However, when a condominium project, stock cooperative or community apartment project exceeds 50 dwelling units, improvements may be required notwithstanding that the number of parcels may be less than 50. Where the City deems that a combination of improvements and payment, as provided in this chapter, would better serve the public and the park and recreation needs of the future residents of a particular subdivision or residential development, it may require such combination.; provided, however, the City Council may, by resolution, waive all or any portion of said improvements or Page 1286 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance Page 3 in-lieu fee requirements in the interests of stimulating the construction of housing for low- and moderate-income families. In the event the City determines that the improvement of the parkland shall be delayed for a substantial period of time after the parkland has been dedicated, the subdivider or building permit applicant shall not be required to install such improvements, but instead shall pay the required fee(s) for the value of improvements required in CVMC 17.10.050. C. Land Uses Exempt from In-Lieu Fees. “Accessory Dwelling Units” and “Junior Accessory Dwelling Units” as defined in CVMC 19.58.022 and 19.58.023, respectively, are exempt from payment of in-lieu fees for parkland dedication and park development as they offer lower cost housing supply to low- and moderate-income families. Housing developments in which 100% of units, except any units reserved exclusively for use by staff, are restricted as affordable to persons or families of low or moderate income, as defined in California Health and Safety Code Section 50093, shall also be exempt from payment of in-lieu fees for parkland dedication and park development, provided that such units are restricted through a regulatory agreement, recorded in the official records of San Diego County, with the City of Chula Vista, the Chula Vista Housing Authority, the California Tax Credit Allocation Committee, or the California Department of Housing and Community Development. (Ord. 3424 § 3, 2018; Ord. 3303 § 1 (Att. A), 2014; Ord. 2945 § 5, 2004; Ord. 2886 § 1, 2002). Section III. 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 IV. Construction The City Council of the City of Chula Vista intends this Ordinan ce to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section V. Effective Date This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section VI. Publication Page 1287 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Ordinance Page 4 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 Stacey Kurz Marco A. Verdugo Director, Housing and Homeless Services City Attorney Page 1288 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE HOUSING AUTHORITY OF THE CITY OF CHULA VISTA APPROVING REVISIONS TO ITS MULTIFAMILY MORTGAGE REVENUE BOND POLICIES WHEREAS, the California Debt Limit Allocation Committee (“CDLAC”) was created to set and allocate the annual debt ceiling of the State of California (“State”), and administer the State’s tax-exempt bond program to issue the debt through its adopted CDLAC Regulations; and WHEREAS, the Chula Vista Housing Authority (“Housing Authority”) is authorized to serve as a bond issuer for tax-exempt bonds awarded by CDLAC to affordable multifamily housing projects in Chula Vista; and WHEREAS, CDLAC Regulation Section 5031(c) requires that all issuers of CDLAC bonds maintain bond issuance and post-issuance compliance policies; and WHEREAS, the Housing Authority adopted the Chula Vista Multifamily Mortgage Revenue Bond Policies (the “Bond Policies”) consistent with CDLAC’s regulations and guidance and in compliance with IRS requirements on April 10, 2018, pursuant to Housing Authority Resolution No. 2018-001; and WHEREAS, the Housing Authority now desires to amend the Bond Policies in order to ensure consistency with CDLAC regulations and exercise greater oversight over affordable housing development in Chula Vista by limiting bond issuances by outside issuers; and WHEREAS; in accordance with the requirements of the California Environmental Quality Act, the Environmental Review Coordinator has determined that the activity is not a “Project” as defined under Title 14, Section 15378 of the California Code of Regulations, and therefore, pursuant to Title 14, Section 15060(c)(3), no environmental review is required. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it (1) approves the revisions to the Chula Vista Multifamily Mortgage Revenue Bond Policies in the form presented as Exhibit 1 to this resolution, with such minor modifications as may be required or approved by Legal Council, and (2) authorizes and directs the Housing Authority to submit the revised Bond Policies to CDLAC. Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing and Homeless Services City Attorney Page 1289 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 Exhibit 1 Chula Vista Housing Authority Multifamily Mortgage Revenue Bond Policies on following page Page 1290 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority Multifamily Mortgage Revenue Bond Policies Adopted by HA Resolution 2018-01 Revised 04-30-2018 and 05/21/2024 The City of Chula Vista expands the supply of affordable housing by issuing multifamily mortgage revenue bonds through the Chula Vista Housing Authority (“Housing Authority”), as allocated by the California Debt Limit Allocation Committee (“CDLAC”). Since 1993, the Housing Authority has issued mortgage revenue bonds to private developers to finance low- and moderate-income housing for families. Pursuant to CDLAC Regulation 5031(c), as an Issuer of bonds, the Housing Authority must have written policies setting forth its bond issuance procedures and post-issuance compliance procedures in conformance with the governing laws and regulations. 276 FOURTH AVENUE • CHULA VISTA • CA • 91910 • (619) 691-5047 • affhousing@chulavistaca.gov www.chulavistaca.gov/housing Page 1291 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Summary  1 Chula Vista Housing Authority Multifamily Mortgage Revenue Bond Policies Summary Federal, state, and local legislation authorizes issuance of mortgage revenue bonds (“Bonds”) by local governments to finance the development, acquisition, construction and rehabilitation of multifamily housing rental projects (a “Project” or “Projects”) by a private property owner/developer, also known as the “Project Sponsor”. The interest on the Bonds is exempt from federal and state taxation. As a result, Bonds provide below market financing for qualified multifamily rental projects located in the City of Chula Vista (the "City”). This program (“Bond Program”) is administered by the Housing Authority and uses tax-exempt mortgage revenue bonds (“Bonds”) issued by the Housing Authority. There is no direct liability of the City or the Housing Authority in connection with the issuance or repayment of the Bonds. There is no pledge of the City’s or Housing Authority’s faith, credit, or taxing power and the Bonds do not constitute general obligations of the City or Housing Authority because the security for repayment of the bonds is limited to Project revenue and other sources specified in the documentation for the financing of the Project. Project loans are, in most cases, structured as a real estate loan, with the obligation to repay the bonds secured by a first deed of trust on the Bond-financed property. The program is self-supporting with the owner responsible for the payment of all costs of issuance and other costs and repayment of the obligations. • • • Our mission is to build strong families and to strengthen the social and physical fabric of the Chula Vista community by creating and sustaining decent, safe and affordable living environments to foster stability in the home and the neighborhood and empowering our diverse residents as change agents for their quality of life. Page 1292 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  2 The goals of the Bond financing program include: ❑ Preserving and increasing availability of quality affordable rental housing; ❑ Encouraging economic integration within residential neighborhoods; and ❑ Maintaining and enhancing a quality living environment for residents of affordable housing communities and the surrounding properties. All Projects requesting mortgage revenue Bond issuance are subject to the requirements in these guidelines. The Housing Authority reserves the right to make exceptions, at its sole discretion when deemed necessary. The Housing Authority guidelines and policies are subject to change. Page 1293 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  3 Issuer The Chula Vista Housing Authority (the “Housing Authority”) shall be the issuer of all Bonds financing Projects within the City, except as provided below. Bonds for Projects are intended to be non-recourse conduit financing in which the Housing Authority or the City will not be responsible for the repayment of debt. Outside Issuers Project Sponsors considering the use of any Bond issuers other than the Housing Authority (“Outside Issuers”) should contact Housing Authority staff and obtain advance written approval prior to proceeding. The required Housing Authority public hearing for approval of Bonds by Outside Issuers will be held only if the Project Sponsor can demonstrate that an Outside Issuer is required to ensure project viability, such as when a financing proposal is part of a pooled issuance involving projects located in multiple jurisdictions and such pooled issuance results in significantly lower project costs. Any approvals by the Housing Authority on behalf of an Outside Issuer will include a provision that the owner, operator, or manager of the proposed project will not change without the prior written approval of the Housing Authority. It shall be the Housing Authority’s policy to require such Outside Issuers to assume full responsibility for issuance and on-going compliance of the Bond issue with applicable state and federal laws. Public Benefit Each Project to be financed must demonstrate tangible public benefits to the community in which it resides before the Housing Authority is willing to act as an issuer for tax-exempt multifamily mortgage revenue Bonds. These benefits must conform to all federal and state requirements for tax-exempt multifamily mortgage revenue Bonds. Affordability for Rental Projects To ensure a public benefit, Project Sponsors must set aside a minimum number of units in each project for lower income households. These units must be rented to households at or below 50% or 60% of Area Median Income (“AMI”). For the purposes of this Bond Program, Area Median Income or AMI shall have the same meaning as “area median gross income” as defined under 26 U.S. Code Section 142(d); the income limits for each percentage of AMI shall be consistent with the Multifamily Tax Subsidy Project (“MTSP”) income limits published annually by the United States Department of Housing and Urban Development (“HUD”). The restricted units must proportionately reflect the mix of all units in the project, be distributed throughout the project, and have the same floor area, amenities, and access to project facilities as market-rate units. Page 1294 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  4 Eligible Projects must meet the following minimum set-aside requirements: Federal ❑ Twenty percent (20%) of units shall be rented to households earning at or below fifty percent (50%) of AMI.. OR ❑ Forty percent (40%) of units shall be rented to households at or below sixty percent (60%) of AMI. State ❑ A minimum of ten percent (10%) of the units shall be rented to households earning at or below 50% of AMI. Rents for these units shall be set according to the Rent Restrictions section below. Project owners must certify their tenants’ eligibility annually or as otherwise required by the Housing Authority in the applicable Regulatory Agreement. If a tenant is no longer eligible, the next available unit (if federal tax credits apply to the project, in the building in which the unit was located) must be rented to a new eligible tenant and the current tenant’s rent can be raised to a market level. A unit occupied only by students may not count towards the set-aside requirement. Rent Restrictions For purposes of the Bond Program, the maximum rent calculations for those units required to meet the minimum set-aside required and the adopted CDLAC Resolution shall be consistent with the methodology and rent restrictions set forth annually by the California Tax Credit Allocation Committee (“CTCAC”). Maximum rents are further reduced by a utility allowance for tenant-paid utilities in the amounts determined by the Housing Authority. In the event tax-exempt bond projects are subject to another regulatory agreement from a public agency, the more restrictive rents shall apply. If a set-aside unit is occupied by a household receiving a tenant- based rental subsidy such as a Section 8 Housing Choice Voucher, the gross rent may exceed the applicable unit restrictions as long as the household is receiving at least one dollar ($1) in federal subsidy. Term of Rental and Affordability Restrictions The Project must remain as rental housing and continuously meet the affordability requirements for the longest of (a) the Qualified Project Period (as defined in Internal Revenue Code of 1986), (b) such period as may be required by CDLAC (typically, 55-years from the date of the original issuance), (c) as long as the Bonds remain outstanding, or (d) such period as may be required, in the opinion of the City’s or Housing Authority’s Bond Counsel, to meet federal or state law. The City and/or Housing Authority reserve the right to impose additional affordability restrictions if the City or Housing Authority determines it is necessary to be competitive in the state allocation process or in compliance with Page 1295 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  5 applicable State laws. The affordability covenant remains in effect for not less than the agreed upon term, which may continue beyond the Qualified Project Period. It is intended that the affordability term will remain in effect beyond the retirement of the Bonds and expiration of any loan agreements. Projects that are financed with Low-Income Housing Tax Credits or any other public funds will be required to meet the requirements of TCAC or the more restrictive requirements of the applicable financing sources. A Bond Regulatory Agreement (“Regulatory Agreement”) consistent with the requirements of Section 5220 of the CDLAC regulations, containing the rental and affordability restrictions and all other commitments outlined in the CDLAC resolution and its Exhibits, to be incorporated and made an attachment of the Regulatory Agreement, will be recorded against the property and must be complied with by subsequent owners, as the Regulatory Agreement is a covenant that runs with the land. The Regulatory Agreement will be terminated upon expiration of restrictions or in the event of casualty loss or foreclosure, and the subsequent retirement of Bonds as a result of foreclosure. Project Sponsors must regularly verify compliance with the affordability terms outlined within the applicable Regulatory Agreement(s). The Housing Authority reserves the right to impose additional reporting requirements to ensure ongoing compliance. State law requires advance notice and other requirements upon the termination of the affordability requirements. Some requirements also place restrictions on the sale of previously affordable housing projects. In addition, at the conclusion of the required affordability period, the rent of those “in -place” tenants will continue to be governed by the applicable affordability restriction, so long as those t enants continue to live in the development. Page 1296 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  6 Loan Terms & Conditions The terms and conditions of mortgage revenue bond loans shall be in accordance with CDLAC and TCAC requirements and the requirements of the lending institution specific to the Project. The following represents general terms. Maximum/Minimum Loan Amount The bond issuance and related loan amounts for individual projects are based upon project costs, interest rates, revenues available to pay debt service and the appraised value of the Project being financed. The Housing Authority may consider multiple properties as part of a single bond financing on a case by case basis. Interest Rate The effective Mortgage Rate is the aggregate of the applicable bond rate and the add-on fees charged under the program, such as lender, trustee, issuer’s fee, etc. The bond rate, for fixed rate bonds, is determined at the time of a bond sale and the resulting mortgage is typically below conventional mortgage rates. Loan Term The Project loans generally reflect a 30-year amortization schedule, although the bond maturity may be shorter. Affordability Term The affordability term is the lesser of 55 years or the longest affordability period of other financing sources, and is enforced through a recorded regulatory agreement. Page 1297 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  7 Application Requirements The Housing Authority requires each Project Sponsor complete a Housing Authority application. Applications must be submitted for all Projects seeking Bond financing where the Housing Authority will act as issuer or where the Housing Authority will sponsor or hold a TEFRA hearing. This includes all new money issuances requiring an allocation of bond authority from the California Debt Limit Allocation Committee (CDLAC), new 501(c)(3) issues, and refunding of existing bond issues. Applications must be submitted at least 90 days before the relevant CDLAC application deadline to allow enough time for Housing Authority review and approval. Applications that do not need CDLAC approval must be submitted at least 90 days before the desired Bond closing date. Any information provided in the application must be considered public information by State law. ❑ Chula Vista Affordable Housing Application ❑ Relocation Plan, if applicable – As required by CDLAC regulations (Section 5211 “Tenant Relocation”) if low-income tenants will receive a rent increase exceeding five percent (5%) of their current rent, then a relocation plan is required to address economic displacement. The relocation plan should be consistent with the Uniform Relocation Assistance and Real Property Acquisition Policy Act (42 U.S.C. 61). Project Sponsor Qualifications, Experience and Performance Project Sponsors, or its general partners, including administrative and managing general partners, or a principal in each, are required to have previous experience in the development and ownership of multifamily rental affordable housing projects. Housing Authority staff will review and approve the qualifications of the Project Sponsor and all partners in the ownership entity. As part of the Affordable Housing Application, Project Sponsors are required to submit: ❑ Proposed or executed organizational documents of the Project Sponsor and ownership entity, including a detailed description of the role of each, if separate entities, throughout the regulatory period of the Project; and ❑ Evidence of successfully participating in at least two projects over ten units in size and subject to a recorded regulatory agreement for at least three years prior to the application. The Housing Authority may require evidence projects have maintained positive operating cash flows and that all required reserves have been funded throughout the ownership period. Project Sponsors who are unable to meet qualifications and experience requirements will be required to partner with an entity that does have the necessary experience. The Housing Authority will NOT consider an application from a Project Sponsor if the following conditions exist: ❑ Failure to use an allocation from CDLAC; Page 1298 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  8 ❑ Out of compliance with or in default of the terms of any other City/Housing Authority financings or loans. Bonds & Tax Credits Due to Internal Revenue Service (IRS) limitations applicable to the fees charged by issues of tax-exempt bonds where the bond purchaser and the tax credit investor are the same or related entities, the Housing Authority will not issue bonds for Projects where the tax credit investor is all the same or a related entity to the bond purchaser. Exceptions may be granted on a case-by-case basis, at the discretion of the Housing Authority. Page 1299 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  9 Loan Process Application Applications must be submitted for all Projects seeking Bond financing where the Housing Authority will act as issuer or where the Housing Authority will sponsor or hold a TEFRA Hearing. Housing staff will review the application for feasibility. The Housing Authority reserves the right to require an independent study of any proposed Project, with all associated costs to be borne by the Project Sponsor. Determination of Readiness In its review of the submitted application, Housing staff shall determine if the project is in a state of sufficient “readiness” to proceed with the CDLAC application process. This includes the status of the Project in terms of the development process. All Projects must be in compliance with the City’s land use requirements and adopted plans. In general, a Project will be deemed “not ready” if the administrative or discretionary planning approvals will not be completed by the time of the CDLAC application. Issuance Deposit At the time of application, the Project Sponsor must pay an “Issuance Deposit” of $3,500 to fund preliminary costs incurred by the Housing Authority and its consultants. The remaining balance of the Issuance Fee shall be paid upon the closing of the Bonds. The Issuance Deposit is nonrefundable, unless the Housing Authority declines the proposed financing. If the financing goes forward, the fee will be applied to offset the Issuance Fee as a required cost of issuance at Bond closing. The Issuance Deposit may be waived by the Housing Authority Director or his designee. The Housing Authority Director or his designee may issue a waiver of the issuance deposit upon written request by the Project Sponsor along with evidence or other information establishing payment of such fee would impact the financial feasibility of the Project. The Housing Authority Director may approve, partially approve or deny such waiver within 10 business days of such request by providing written notification to the Project Sponsor. Project Sponsor’s Development Team Project Sponsors must submit a Disclosure Statement, identifying of all parties authorized to negotiate on behalf of the development entity, and identification of the development team responsible for the Project and credentials provided for the development team. The development team must include team members with a successful record of accomplishment in developing at least one affordable rental housing project of the type and scale proposed. Bonds should be placed with investors who are experienced in municipal securities investing and analysis or real estate credit underwriting. To the extent that consultants/contractors will be providing services on behalf of a Project Sponsor related to the requirements of these Policies, the Project Sponsor shall provide the Housing Authority with a written statement describing their relationship with the consultant/contractor and any rights the consultant/contractor has to income and obligations generated from any proposed bond issuance activity. Page 1300 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  10 Project Sponsors must not have a record of violation of Fair Housing and Employment Practice laws or regulations or of affordability clauses in recorded regulatory agreements of the City or o ther housing agencies or of discrimination. The Housing Authority shall approve each team member proposed by the borrower and reserves the right to require an independent study of the Project, at the sole cost of the Project Sponsor. Housing Authority Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel for the financing. The Housing Authority’s municipal advisor, underwriter, and bond counsel shall be selected as provided for by the City’s Charter and attendant Municipal Code and City requirements. Bond counsel and the municipal adviser specifically represent the interests and concerns of the Housing Authority and the City in ensuring the integrity of the bond transaction. The Project Sponsor will reimburse these costs at bond closing. The Project Sponsor may, at its own expense, add additional members to the finance team to represent its interests. Housing Authority Municipal Advisor The municipal advisor for each transaction will prepare a feasibility study considering the economics of the financing, including: evaluation of the financial strength of the project; assumptions regarding income and expense; sources of security bonds in additi on to a mortgage on the project; the Project Sponsor’s financial situation and experience in operating and managing multifamily rental projects; marketability of the bonds; and rights and resources of parties to the transaction in the event of default. Further, the municipal advisor will provide finance advice on all relevant issues to best protect the interests of the Housing Authority and the City. Housing Authority Bond Counsel Bond counsel will prepare the necessary legal documentation for the bonds, in cluding provisions regarding compliance with any applicable continuing disclosure requirements, provide and opinion regarding compliance with any applicable continuing disclosure requirements, provide an opinion regarding the validity of the bonds and their tax-exempt status (if applicable), and provide legal advice on relevant issues to best protect the interest of the Housing Authority and the City, including but not limited to the project monitoring requirement for federal tax, State Law and CDLAC purposes. Bond Underwriter/Remarketing Agent/Private Placement Purchaser The Project Sponsor shall select the construction and permanent lender/bond purchaser and the method of selling bonds for a given transaction subject to the requirements set forth herein and the approval of the Housing Authority. Except as provided in these Policies the Housing Authority will not allow a bond transaction where the tax credit investor is also the bond purchaser or a related party thereto. The practice of allowing the Project Sponsor to propose the lender and bond structure is intended to create an incentive for qualified financial firms to actively work the Project Sponsor to structure and present feasible financing proposals that meet program requirements. Page 1301 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  11 In the event the Project Sponsor has not identified a proposed financing structure for a given transaction, the Housing Authority will select an underwriter, lender or private placement purchaser through a request for proposals process. Bond Trustee/Fiscal Agent The Housing Authority shall select the Bond Trustee or fiscal agent (a financial institution designated by the Housing Authority as the custodian of funds and official representative of bondholders). Page 1302 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  12 Housing Authority Consideration In consideration of an application to CDLAC for a Bond allocation and the issuance of Bonds by the Housing Authority, the City and the Housing Authority must complete certain actions. Inducement Resolution A Bond inducement resolution (“Inducement Resolution”) will be drafted and approved by the Housing Authority. This is a conditional expression through the public record of the Housing Authority’s “official intent” to issue Bonds for a Project in order to induce others to provide project financing and is required for tax-exempt financing under Treasury Regulation Section 1.150-2(e). Adoption of the inducement resolution establishes, through the public record, the date from which project costs incurred may be determined to be eligible for financing under the Program with proceeds of tax-exempt bonds. Additionally, the Inducement Resolution authorizes the filing of an application to CDLAC on behalf of the Project Sponsor. Adoption of the Inducement Resolution does not represent any commitment by the Housing Authority, City, or the Project Sponsor to proceed with the financing. The Housing Authority retains absolute and unfettered discretion over the issuance of Bonds through adoption of a resolution authorizing such issuance. Adoption of the inducement resolution does not authorize any subordinate financing by the Housing Authority of the City. Furthermore, the adoption of the inducement resolution shall not be construed to signify the Project complies with the planning, zoning, subdivision and building laws and ordinances of the City or suggests that the Housing Authority or the City will grant any such approval, consent or permit that may be required in connection with the development of a given project. TEFRA Hearing and Approval In accordance with the Tax Equity and Fiscal Responsibility Act (TEFRA) of 1982 and Section 147(f) of the Internal Revenue Code of 1986, the issuance of Bonds must be approved by representatives of the governmental unit with jurisdiction over the area in which the project is located. The TEFRA Hearing will be conducted as a public hearing by the City Council on a date specified in a notice published at least 14 days in advance of the TEFRA hearing in a newspaper of general circulation within the City. The purpose of the public hearing is to provide an opportunity for interested persons to express their views on the proposed Bond issuance and on the nature and location of the Project. City’s Disclosure As a related entity of the City, the Housing Authority will adhere to the City’s Debt Issuance Policies (City Council Policy 220-05) as it may be amended from time to time, which applies to publicly offered bonds. The Housing Authority will present offering statements and disclosure documents for review and approval, as appropriate, by the City. Final Approval Staff Report If recommended for financing by CDLAC, the City’s Housing Department and Housing Authority’s Legal Counsel (including Bond Counsel) will proceed with a recommendation and all necessary Page 1303 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  13 documents for final approval of the Bond issuance by the Housing Authority. The report to the Housing Authority shall specify the approvals that are recommended, provide background on the project being financed, describe the financing structure, indicate any exceptions to the City’s investment policy, and describe the financing documents to be approved. The staff report should indicate if a separate City or Housing Authority financial assistance is being provided. However, the terms of that loan should be discussed in a separate staff report which, whenever possible, shall be submitted for the same agenda. The staff report may note that the Bond issue is contingent upon certain other approvals and may identify certain issues to be resolved at a later time. Substantially Final Documents The Housing Authority shall approve documents that are “substantially final” documents. Documents are in “substantially final” form if they identify the final security provisions and financing structure for the transaction. The Housing Authority’s Legal Counsel (including Bond Counsel) shall determine whether documentation is in substantially final form. Page 1304 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  14 CDLAC Applications for Bond Allocation Tax-exempt bonds (except 501(c)(3) bonds) require an allocation of Bond authority from CDLAC. To receive the allocation, the Housing Authority must submit an application to CDLAC on behalf of the Project Sponsor. The Inducement Resolution authorizes the submission of an application to CDLAC. The application must demonstrate readiness to proceed with Bond financing and compliance with applicable CDLAC regulations. Project Sponsors approved by CDLAC to receive an allocation of the State ceiling on qualified tax-exempt bonds must be prepared to use those allocations to issue Bonds within 90 days. The Project Sponsor must pay all required CDLAC fees in advance of application submittal. Housing Authority to File The Housing Authority is the applicant to CDLAC for each Project to be financed with tax-exempt Bonds issued by the Housing Authority. Submittal of the application is at the discretion of the Housing Authority, not the Project Sponsor. The Housing Department will submit all applications to CDLAC on behalf of Project Sponsors. The Housing Authority will not file a Project Sponsor’s CDLAC application unless the Project Sponsor had provided the Housing Authority with the CDLAC Performance Deposit and the Housing Authority’s Issuance Deposit. Project Sponsor to Prepare Application Each Project Sponsor shall take responsibility for preparing the CDLAC application for its Project with input from Housing Authority representatives, including its financing team and bond counsel. Performance Deposit At the time of application to CDLAC, the Project Sponsor must deposit with the Housing Authority one half of one percent (0.05%) of the requested allocation (or such other amount as may be required by CDLAC) as a performance deposit. The deposit will be returned to the Project Sponsor according to CDLAC procedures; the deposit is subject to reversion to CDLAC should the financing not close accordingly. Project Sponsors are advised to read CDLAC regulations. Page 1305 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  15 Bond Sale and Closing Timing The Bond sale and closing may commence only after the Housing Authority authorizes the Bond issue, including the distribution of a Preliminary Official Statement, if applicable. Investment Agreements If authorized by the Housing Authority, the Project Sponsor, through its representative, which may include the underwriter or municipal advisor, may solicit investment agreement providers for the purpose of reinvesting Bond proceeds and revenues. The investment agreement providers must meet the Housing Authority’s requirements and the requirements in the Bond resolution and trust indenture for the Bonds. The Housing Authority’s Bond counsel and the municipal advisor shall review the investment agreement solicitation forms, the eligible providers, and the investment agreements. Housing Authority Indemnity The Project Sponsor shall be required to provide to the Housing Authority, as a part of Bond documentation, an indemnity agreeing to defend and indemnify the Housing Authority, its members, officers, agents, employees, against any claim, judgment or settlement costs arising out of or involved in the financing, or in any of the documentation related thereto and the Project and volunteers to reimburse for all costs, expenses and attorney fees, in issuing the bonds and monitoring the Project. Page 1306 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  16 Types of Bonds The Housing Authority may issue either tax-exempt or taxable bonds (which includes notes or other debt instruments), or both. Taxable bonds would generally be issued only in combination with tax- exempt bonds. Tax-Exempt Private Activity Bonds For all tax-exempt financing, bond and related loan amounts will be subject to the procedures of CDLAC. Private Activity Bonds Private activity bonds require an allocation of bond authority from CDLAC. To get the allocation, the Housing Authority must submit an application to CDLAC on behalf of the Project Sponsor. Submittal of the application is at the discretion of the Housing Authority, not the Project Sponsor. The Project Sponsor must pay all required CDLAC fees in advance of application submittal. 501(C)(3) Private Activity Bonds The Housing Authority may issue bonds described in Section 145 of the federal tax code on behalf of qualified not-for-profit organizations (“501(c)(3) bonds”). The interest on these 501(c)(3) bonds are tax- exempt and the bonds do not require an allocation from CDLAC. However, 501(c)(3) bonds cannot be used with the Low-Income Housing Tax Credit Program (LIHTC). Taxable Bonds The interest on taxable bonds is not exempt from either federal or state taxation. These bonds are not subject to federal volume "cap" limitations and therefore do not require an allocation from CDLAC. Taxable bonds can be used in combination with LIHTC. Taxable bond issues must meet all applicable requirements of State law requirements governing the Housing Authority’s authority to issue bonds and these Policies and Procedures (including rating requirements) and any such added regulations which may, from time to time, be promulgated by the Housing Authority. Page 1307 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  17 Bond Rating and Credit Enhancement The Authority requires that bonds for which it acts as issuer have a minimum rating in the “A” category, or its equivalent, or better by Standard and Poor’s (equivalent Moody’s or other bona fide agency rating also acceptable), except as noted below, OR the bonds be privately placed with a “sophisticated investor” as defined by the Housing Authority. The Housing Authority reserves the right to impose these minimum requirements on bond issues for which the Housing Authority issues bonds, or the Housing Authority or City holds a TEFRA hearing. A preferred way of obtaining the required rating on the Bonds is through credit enhancement. Additional outside credit support may be provided in a number of forms, including a letter of credit (LOC), mortgage backed security (MBS), collateral pledge, bond insurance, etc., by rated, financial strong private institutions, such as government sponsored entities (including the Federal National Mortgage Association [Fannie Mae] or Federal Home Loan Mortgage Corporation [Freddie Mac]), other government insured mortgage programs, or other qualified credit enhancement providers. The form of credit enhancement must provide for a minimum rating in the “A” category by Standard and Poor’s (or the equivalent). The bond rating must be obtained by the closing of the bond issue. As the primary source of security for the repayment of the bonds, the credit enhancement provider will review and approve the borrower (credit, financial capability, experience, etc.) and the Project and its feasibility, including the size of the loan and the terms or repayment, using their own underwriting criteria. Fixed rate bonds can be issued without credit enhancement if the proposed financing structure results in the required minimum rating on the bonds. However, bonds issued without credit enhancement will only be sold to Qualified Institutional Buyer (“QIBs”) as defined under Rule 144A of the Securities Act of 1933 and in minimum $250,000 denominations, unless waived by the Housing Authority Director in his sole discretion. The Housing Authority Director or his designee may issue a waiver of the requirements of a QIB or minimum denominations upon written request by the Project Sponsor along with evidence or other information establishing justification. Upon consultation with its municipal advisor and legal counsel, the Housing Authority Director may approve, partially approve, or deny such waiver within ten (10) business days of such request by providing written notification to the Project Sponsor. Private Placement The bond rating requirement is waived if the entire bond issue is privat ely placed with QIBs or institutional “accredited investors,” (as defined in Sections 501(a)(1), (2), (3) or (7) of Regulation D promulgated under the Securities Act of 1933 or an entity in which all of the equity owners meet the requirements of at least one such subsection). It is the Housing Authority’s intent that bonds are placed with those investors who are experienced in investing in unrated municipal securities and can conduct their own analysis of real estate credit underwriting. Bonds must be sold in minimum $250,000 denominations, unless waived by the Housing Authority Page 1308 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  18 Director in his sole discretion. Unless approved by the Housing Authority, the bonds may not be held at any time by more than 15 investors. The Housing Authority reserves the right to require that a trustee or fiscal agent participate in privately placed bond transactions. All purchasers (including purchasers of participation interest in the bonds) would be required to sign an investor letter (“Investor Letter”) certifying the investor’s sophistication to understand the risk associated with the purchase of the debt instrument and restricting transfer of the bond issue to other accredited or qualified investors in denominations of $250,000 and greater. While the note remains unrated, its transferability will be restricted to QIBs or institutional accredited investors who sign an Investor Letter and who would represent to the Housing Authority that they are accredited investors or QIBs, are buying for investment and not for resale, and have made due investigation of the information they would deem material in connection with the purchase of the bonds. Page 1309 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  19 Use of Bonds Bonds issued may be used for both construction or rehabilitation and permanent financing. Bond proceeds may be used for costs of land acquisition (up to twenty-five percent (25%) of tax-exempt bond proceeds), construction rehabilitation, improvements, architectural and engineering services, construction interest, loan fees and other capital costs of the project incurred up to sixty days prior to the bond inducement date. Limitations on Use of Bonds Bond proceeds cannot be used to acquire property from a related party, as defined in CDLAC Regulations Section 5000, to the buyer. No more than 2 percent (2%) of the tax-exempt bond proceeds can be used to finance costs of issuance, such as the services of the financing team members, rating and printing of bonds, costs related to bond allocation, etc. Pursuant to federal tax-exempt requirements, if bonds are used for acquisition and rehabilitation, an amount equal to at least 15 percent (15%) of the portion of the acquisition costs of the building and related equipment financed with the proceeds of the bonds must be used for rehabilitation of the Project. The loans are assumable upon transfer of the Project with the approval of the credit enhancement provider or bond purchaser, and the Housing Authority Director or Assistant Director. Page 1310 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  20 Costs of Issuance The Multifamily Revenue Bond program is self-supporting. Project Sponsors must pay all costs of issuance at bond closing, including, but not limited to, bond counsel, underwriter, trustee and municipal advisor fees, as well as rating agency fees. Any deposits will be credited toward the cost of issuance at closing. Only two percent (2%) of the proceeds of a tax-exempt bond issue may be used to pay costs of issuance. Costs over two percent (2%) must be paid from other sources secured by the Project Sponsor including, potentially, the proceeds of taxable bonds. Page 1311 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  21 Housing Authority Fees TEFRA Hearing Fee The City of Chula Vista shall charge a fee of $3,500 for the administrative costs associated with holding a TEFRA hearing relating to a Project. The fee shall be payable prior to the date that notice of the TEFRA hearing is published. No separate TEFRA hearing fee shall be charged if the City or Housing Authority is issuing the bonds for the Project. Issuance Fee The Housing Authority provides its services to a limited segment of the public, more specifically housing developers, to obtain unique services and substantial economic benefits available to them only under the State of California’s tax-exempt bond program to issue the debt, not the least of which may be financing at interest rates substantially lower than conventional financing interest rates, if such rates are available, and/or the ability to obtain financing without equity compensation to the lender. In consideration of its application to the State and issuance of tax-exempt bonds for the financing of such private projects that have a qualified public benefit and economic benefit to the Project Sponsor, the Housing Authority receives compensation for its services in preparing bond issuances by charging an up-front fee payable at bond closing. The Issuance Fee shall be in an amount equal to 20 basis points (0.20%) of the total original principal amount of the bonds (both tax-exempt and taxable) to be issued, with a minimum fee of $15,000. The Issuance Fee shall not exceed the amount otherwise allowed by the Internal Revenue Service (“IRS”) for tax-exempt bonds. An Issuance Deposit of $3,500 will be collected at the time of application submission. The Issuance Deposit is nonrefundable unless the Housing Authority or CDLAC declines the proposed financing. The Issuance Fee Deposit is applied to the Issuance Fee at closing. The Issuance Deposit shall be applied to the Issuance Fee at closing. All remaining Issuance Fees will be collected at the closing of the bond issue except for issues requiring State of California volume cap. Issuance Fees for applications requiring State volume cap will be collected at the time of application submission to the State. No other fees will be collected unless and until the project financing closes, with the exception of projects requiring allocation of State volume cap. For projects requiring volume cap, the entire Issuance Fee is forfeited if the financing fails once the volume cap has been awarded by the State. If the application is withdrawn by the Project Sponsor, after submission to the State, but prior to the award of allocation, all fees except the Issuance Fee Deposit are refundable. Annual Administrative Fee The Housing Authority shall charge an annual fee (“Annual Administrative Fee”) to cover its ongoing costs associated with administration and oversight of outstanding bond issues and monitoring of regulatory restrictions (e.g. financial and site monitoring, and annual reporting) for bond issues required throughout the Qualified Project Period and until expiration of the CDLAC Compliance Period. The Page 1312 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Costs of Issuance  22 Annual Administrative Fee shall be in an amount equal to $13,000 for those Projects with 50 units or less, $17,000 for projects of 51 to 199 units and $21,000 for those projects of 200 units or more. Under no circumstances shall the Ongoing Issuer Fee exceed any limitation under Section 148 of the federal tax code. The first year Annual Administrative fee shall be paid at bond closing. Thereafter, the ongoing Annual Administrative will be due and payable, without the requirement for any invoice to be delivered to the Project Sponsor, in advance in equal semi-annual installments by January 15th and July 15th each year. The Annual Administrative fee will be paid throughout the CDLAC Compliance Period and as specified within the Regulatory Agreement, even if bonds are fully repaid prior to the expiration of the compliance period. The Housing Authority Annual Administrative fee shall be paid “above the line,” i.e., on a parity with bond debt service and trustee fees. This parity provides the greatest assurance that the Housing Authority’s fee will be paid, although it may reduce the amount that the Project Sponsor’s lender may be willing to underwrite. Additional monitoring fees may be charged for monitoring affordable housing units not governed by the Regulatory Agreement. Other Fees Additional fees may be applicable on a case-by-case basis for certain issues that arise that are outside the normal bond issuance process. Examples of such fees are, but not limited to, an IRS audit associated with bond issuance. The Housing Authority shall not be liable for any such fees and the sole responsibility of these other fees that may arise shall be the sole responsibility of the Project Sponsor. For staff time incurred, including legal counsel, the Project Sponsor may be charged for such time according to the then current hourly full cost recovery rate charged by the Housing Authority or legal counsel. Table 1: Summary of Housing Authority Fees TEFRA Hearing $3,500 Issuance Fee 20 basis points (0.20%) of the total original principal amount of bonds issued Issuance Deposit $3,500 Annual Administrative Fee $13,000 for 50 units or less $17,000 for 51-199 units $21,000 for 200 units or more Other Fees Full cost recovery Page 1313 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Refunding/Restructuring/Remarketing  23 Refunding/Restructuring/Remarketing On occasion, a Project Sponsor may ask the Housing Authority to refund its bonds to lower the interest rate, to remarket the bonds with a new credit enhancement, and/or to remarket the bonds as fixed rate bonds. The Project Sponsor will be responsible for all costs and fees related to the refunding. Optional Refunding A Project Sponsor may ask the Housing Authority to refund its outstanding bonds for one of several reasons: ▪ Lower the interest rate on fixed rate bonds at the call date (through the issuance of fixed rate or variable rate refunding bonds); ▪ Substitute a new credit structure that was not expressly provided for in the existing documents; or ▪ Restructure the existing debt. Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel to implement the refunding. Where possible and if desired by the Housing Authority, the financing team shall consist of the bond counsel, municipal advisor and, if applicable, underwriter that were retained for the original financing. The Project Sponsor will reimburse these costs at bond closing. Legal/Documentation New documents shall be prepared to meet the Housing Authority’s then-current legal, credit, financial, and procedural requirements and applicable then-current state or federal requirements. The Housing Authority shall follow the documentation process applicable to new bonds. Because the Housing Authority’s primary purpose in issuing multifamily housing bonds is to preserve and increase the supply of affordable housing in the Housing Authority, additional public benefit in the form of deeper income targeting, additional rent restrictions, including additional rent restricted units, the extension of the existing term of restrictions, or any combination therefore may be negotiated. The level of additional restrictions for public benefit will be determined in the context of the overall financial feasibility of each financing. Additionally, if federal or state affordability, income, and/or rent restrictions have changed between the time of the original financing and the refunding bonds, the more restrictive provisions shall apply. If new requirements are more restrictive than existing requirements, the new requirements shall be Page 1314 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Refunding/Restructuring/Remarketing  24 applied in phases to new tenants over a period of time, not to exceed five (5) years, as determined by the Housing Department staff and it’s Attorney. The provisions of Section 52080(g) the California Health and Safety Code shall apply to projects financed under this Program, which requires that low-income units remain affordable, except in certain circumstances, until thirty (30) years after the commencement of the Qualified Project Period. Except in limited circumstances, the provisions of Sections 65863.10 and 65863.11 of the California Government Code shall apply to projects financed under this Program and Project Sponsors are advised to review the requirements of these Sections. Bond Maturity Subject to the approval of bond counsel, the final maturity of the refunding bonds may be later than the final maturity of the prior bonds so as to allow the Project Sponsor the longest possible period for repayment under federal law. A minimum of ten percent (10%) of the units in the Project will be required to be set aside for occupancy by households earning at or below fifty percent (50%) of AMI, with rents set at the corresponding affordability level for the term of the restructured bonds. Compliance The Housing Authority shall not proceed with a refunding if the Project is not in compliance with the current regulatory agreement, continuing disclosure reporting, or arbitrage rebate reporting and payment. Fees The Project Sponsor shall pay the following Housing Authority fees in connection with the refunding: ▪ Issuance Fee The Housing Authority shall charge an Issuance Fee in accordance with the Housing Authority’s current policy on Issuance Fees for new projects. ▪ Annual Monitoring Fee The Housing Authority shall continue to charge the same annual fee for monitoring the Project as for the original bonds. Such fee shall not be reduced even if the refunding bond size is lower. The Project Sponsor is also responsible for all other costs of the Housing Authority to cover the issuance of bonds to refund outstanding bonds (e.g. costs of municipal advisor, bond counsel and trustee, if applicable). Cash Flow Savings Cash flow savings from refunding fixed rate bonds at a lower fixed interest rate or a variable rate shall be applied as follows: ▪ Projects with a Housing Authority or City Loan Page 1315 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Refunding/Restructuring/Remarketing  25 A portion of the projected cash flow savings, to be determined by the Housing Division, shall be used to accelerate the repayment of the Housing Authority loan, subject to restrictions in existing documents. ▪ Projects with No Housing Authority or City Loan The Housing Authority Housing Department shall require the Project Sponsor to provide affordability or other financial concessions to the Housing Authority as a condition for refunding. Such concessions may include increasing the percentage of affordable units and extending the term of affordability restrictions. Housing Authority Approval All refunding bonds and related legal documentation must be approved by the Housing Authority in accordance with the procedures set for the issuance of new bonds. Default Refunding In the event of a default on the bonds or the underlying mortgage, a fixed rate bond issue may be refundable in advance of the call date without premium. The issue does not arise with variable rate bonds, as such bonds are callable at any time. Default refunding bonds are an area of potential sensitivity for the Housing Authority as it will not want a Project Sponsor to manufacture a default to take advantage of more favorable interest rates. Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel to implement the refunding. Such selection shall be made in compliance with the City’s Charter and attendant Municipal Code requirements. Where possible and if desired by the Housing Authority, the financing team shall consist of the bond counsel, municipal advisor and, if applicable, underwriter that were retained for the original financing. The Project Sponsor will reimburse these costs at bond closing. Confirming the Default To confirm a default, the Housing Authority must receive a notice from an independent party, such as the bond trustee. If applicable, notice of cash flow insufficiency is then filed as part of the Continuing Disclosure Certificate. In addition, the Housing Authority shall retain, at the expense of the Project Sponsor, an independent feasibility consultant to review the default. The Housing Authority will proceed with the transaction only if a review by staff and the independent consultant indicates that: ❑ Net cash flow from the Project is currently insufficient to pay debt service on the outstanding bonds and is unlikely to do so within a reasonable period; ❑ The Project is being operated in accordance with reasonable real estate management practices and the net operating income has not been artificially reduced by failing to rent units actively, inflating operating expenses, or other reasons within the control of the Project Sponsor; and Page 1316 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Refunding/Restructuring/Remarketing  26 ❑ The Project Sponsor has provided audited operating statements, Continuing Disclosure filings (if applicable), and arbitrage rebate reports for all years, has cooperated in providing requested information, and has used operating income and other resources to pay debt service. Additional Requirements ❑ Indemnification The Housing Authority shall be indemnified as to any costs incurred as a result of the refunding, under terms approved by the Housing Authority’s Legal Counsel. Such indemnification shall come from a party or parties with adequate net worth or other financial capacity and whose assets are not limited to ownership of the Project. ❑ Future Debt Coverage The analysis of the feasibility consultant shall show that, upon the refunding, the Project’s current net operating income will be at least sufficient to pay the revised debt service plus a reasonable coverage ratio (or adequate non-bond proceeds will be available to cover such deficiencies). In other words, the Housing Authority shall not proceed with the refunding if it will not cure the cash flow problem. ❑ Bond Counsel Review Bond counsel shall have determined that the original bond and disclosure documents provided adequate disclosure of such a potential redemption and that the provisions of the prior documents have been satisfied. ❑ Compliance The Housing Authority shall not proceed with a refunding if the Project is not in compliance with the current regulatory agreement, continuing disclosure reporting, or arbitrage rebate reporting and payment. Fees The fees and expenses of the feasibility consultant, municipal advisor and bond counsel shall not be contingent on their findings or completion of a refunding. The Housing Authority shall require that the Project Sponsor deposit the estimated fees and expenses with the Housing Authority prior to the commencement of any analysis. Affordability Restrictions The affordability requirements for a default refunding shall be the same as those listed under “Legal/Documentation” for an optional refunding. Page 1317 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Refunding/Restructuring/Remarketing  27 Housing Authority Approval The Development Services Department’s Housing Division, in conjunction with the Finance Department and Housing Authority’s Legal Counsel, shall obtain final Housing Authority approval authorizing the bond issue and execution of the relevant documentation. A recommendation of default refunding by Housing Authority staff shall only be given after an initial analysis of feasibility is performed, a default is confirmed, and it is determined that a refunding will cure the cash flow problem. Housing Authority Fees The Housing Authority shall charge the same Issuance Fee and annual monitoring fee that it otherwise would in conjunction with a new bond issue. Remarketing A Project Sponsor may ask the Housing Authority to remarket outstanding bonds under one of three basic scenarios: (1) converting variable rate bonds to fixed rate bonds; (2) a mandatory tender of bonds; or (3) substituting a new credit enhancement for the bonds in accordance with existing documentation. Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel to implement the refunding. Where possible and if desired by the Housing Authority, the financing team shall consist of the bond counsel, municipal advisor and, if applicable, underwriter that were retained for the original financing. The Project Sponsor will reimburse these costs at bond closing. Legal/Documentation A remarketing of fixed rate bonds will not require new legal documentation. However, the Housing Authority’s Legal Counsel, in conjunction with bond counsel, may require a new disclosure document. A remarketing of bonds with a new credit enhancement may require amended documentation, as well as a new disclosure document, as determined by the Housing Authority’s Legal Counsel and bond counsel. Fees A remarketing will not result in the payment of additional or revised Housing Authority issuance or annual fees. However, the Housing Authority shall recover its actual remarketing administrative costs incurred (estimated to range from $10,000 to $25,000) from the Project Sponsor. Housing Authority Approval All remarketed bonds and any related documentation shall be approved by the Housing Authority prior to any remarketing. Page 1318 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  28 Post-Issuance Compliance Procedures As an issuer of Bonds awarded allocations from CDLAC, the Housing Authority must attest to the adherence with CDLAC requirements for each development that is still in its monitoring period to ensure that Bond funds are spent appropriately and to ensure that rents assessed to tenants meet the terms of the Bond Regulatory Agreement. The Housing Authority performs Bond compliance monitoring duties for CDLAC as defined under Section 5220 of the CDLAC regulations. The Housing Authority shall maintain documents related to its issuance of the Bonds, loan, and ongoing monitoring of the Project in compliance with the City’s Document Retention Policy. Use of Bond Proceeds and Bond-Financed or Refinanced Assets The Project Sponsor shall be responsible for: ▪ Monitoring the use of bonds proceeds and the use of bond-financed or refinanced assets (e.g. facilities, furnishings or equipment) throughout the term of the bonds to ensure compliance with covenants and restrictions set forth in the documents relating to the bonds; ▪ Maintaining records identifying the assets or portion of assets that are financed or refinanced with proceeds of each issue of bonds, including a final allocation of bond proceeds; ▪ Consulting with bond counsel and other legal counsel and advisors in the review of any contracts or arrangements involving use of bond-financed or refinanced assets to ensure compliance with all covenants and restrictions set forth in the documents related to the bonds; ▪ Maintaining records for any contracts or arrangements involving the use of bond-financed or refinanced assets; ▪ Conferring at least annually with personnel responsible for bond-financed or refinanced assets; and, ▪ The extent that the Project Sponsor discovers than any applicable tax restrictions regarding use of bond proceeds and bond-financed or refinanced assets will or may be violated, consult promptly with Bond Counsel and other legal counsel and advisors to determine a course of action to remediate all nonqualified bonds, if such counsel advises that a remedial action is necessary. Record Keeping The Project Sponsor shall be responsible for maintaining the following documents for the term of each issue of bonds (including refunding bonds, if any), and at least three additional years: ▪ A copy of the bond closing transcript(s) and other relevant documentation delivered to the Project Sponsor or in connection with the closing of the bond issue; Page 1319 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  29 ▪ A copy of all material documents relating to capital expenditures financed or refinanced by bond proceeds, including (without limitation) construction contracts, purchase orders, invoices, trustee requisitions and payment records, draw request for bond proceeds and evidence as to the amount and date of each expenditure of bond proceeds, as well as documents relating to costs paid or reimbursed with bond proceeds and records identifying the assets or portion of assets that are financed or refinanced with bond proceeds, including a final allocation of bond proceeds; ▪ A copy of all contracts and arrangement involving the use of bond-financed or refinanced assets; and ▪ With respect to any investment of bond proceeds or collateral securing the repayment of the bonds, a copy of all records of investments, investment agreements, arbitrage reports and underlying document, including trustee or fiscal agent statements, in connection with any investment agreements, and copies of all bidding document, if any. For housing bond financings subject to the requirement of Section 142 (d) of the Code, as amended, the Project Sponsor shall be responsible for maintaining, until the end of the qualified project period within the meaning of Section 142 (d)(2)(A) of the Code, and at least three (3) additional years a copy of all records evidencing compliance with the requirements of Section 142 (d) of the Code, including tenant income verifications, leases and tenant records. Such records shall be made available to the Housing Authority at its reasonable request. Records for the current year and preceding two (2) years shall be available at the Project site at such time the Housing Authority provides notification of a monitoring of the Project at the site. The Project Sponsor, in the document relating to the bonds and/or other documents finalized at or before the issuance of the bonds, shall agree to the forgoing records retention requirements and procedures. Annual Certification of Public Benefits and On-going Compliance As required by CDLAC regulations, all projects that receive a CDLAC bond allocation and are within an existing regulatory period and/or compliance period, shall be monitored by the Housing Authority for compliance with the terms and conditions of the CLDAC resolution. The Housing Authority may choose to hire an outside compliance monitoring firm to assist with such requirements. The Housing Authority utilizes FOCUS® a housing compliance monitoring and reporting software for submittal of Project rent rolls. It is acknowledged that the Housing Authority is required to collect, review, and submit to CDLAC the Certification of Compliance I, Certification of Compliance II and CDLAC Completion Certificate for each issuance bonds, when applicable. Each year, by March 1st, the Housing Authority submits such Page 1320 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  30 certifications to CDLAC in such format as required by CDLAC, and must certify as the issuer that all of its Bond-funded developments are complying with the features originally identified in application to CDLAC and contained in Attachment A to the CDLAC resolution. Annually, on or before February 1st of each year until the expiration of the later of the qualified project period or compliance period under the applicable CDLAC Resolution and Regulatory Agreement, Project Sponsor and/or their representatives, are required to submit to the Housing Authority the following information and forms as follows: ❑ Certification of Delivery of Public Benefits and Continuing Program Compliance (attach validating back-up information on services contracts, services types, and services frequency) ❑ Annual QRRP Certification of Compliance I or II form, as applicable (Must be submitted and signed on project sponsor letterhead) ❑ IRS Form 8703 Annual Certification of a Residential Rental Project ❑ If property did not already submit its rent roll for this previous year via FOCUS®, the City’s/Housing Authority’s housing compliance monitoring and reporting software, then submit rent roll as of December 30th. Else, resubmission of September 30th rent rolls is not required. ❑ If CDLAC adopted a new Exhibit A to its CDLAC resolution in the most recent year, the most recent Exhibit A ❑ If the project ownership has changed since the Bonds were first issued, provide: o Completed Legal Status Questionnaire (attached to Certification of Delivery of Public Benefits form) o W-9 Attachment o Partnership organizational chart with principals and officers of each entity of the new partnership identified (see sample forms attached). Project Sponsors and/or representatives are required to maintain the above records and any other records required by the Housing Authority or CDLAC for the term prescribed in the Bond, Regulatory Agreement, or any other legal requirement (including applicable period which may be subject to audit) whichever is the longest. All required forms for submittal to the Housing Authority for monitoring purposes can be found on the City of Chula Vista Rental Housing Compliance website at http://www.chulavistaca.gov/departments/development-services/housing/building- affordable-housing/rental-housing-compliance. Page 1321 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  31 The Housing Authority shall review the Project Sponsor’s Certificate of Compliance, all other documents submitted and may request additional supporting documents that evidence compliance as necessary in the sole reasonable discretion of the Housing Authority. IRS Form 8703 The Project Sponsor is required to submit IRS Form 8703 annually to the IRS on or before each March 31st as long as the bonds are outstanding. Form 8703 provides annual information to the IRS to help them determine whether a project continues to be a qualified residential rental project under Section 142 (d) of the Code, as amended. Monitoring For projects receiving an allocation of bond authority from CDLAC after December 31, 2016, CDLAC requires that a review of twenty percent (20%) of all management files associated with federally bond- restricted units either on-site or electronically be performed upon project completion and a minimum of every three (3) years thereafter. Non-Compliance For projects which are not satisfying the terms and conditions stated in the CDLAC Resolution, the Housing Authority will provide written notification of such non-compliance to the Project Sponsor and provide two (2) weeks for Project Sponsors to provide any further information or documentation that may demonstrate continuing compliance. Should the Housing Authority determine such non- compliance continues to exist, the Housing Authority will work with its legal counsel and CDLAC staff to institute remedial action, as necessary, including an action for specific performance or other available remedy, as may be specified within the Regulatory Agreement, Loan Agreement or other loan related documents. The Housing Authority may disqualify a bond application from any Project Sponsor or member of the development partnership who is not in compliance with the Housing Authority’s or CDLAC’s post issuance compliance requirements, guidelines, policies as determined by the Housing Authority and/or by CDLAC. Transfer of Ownership The Housing Authority reserves the right to approve any voluntary change in ownership of a bond- financed project (i) to another owner; (ii) that results in a transfer of fifty percent (50%) or more of the total equity interests in a project owner or (iii) that results in a transfer of any general partner or managing member interest in the project owner. Such approval of transfer ownership shall be at the discretion of the Housing Authority subject to any additional requirements set for in the applicable tax certificate or Regulatory Agreement. The Housing Authority shall review management practices of the Page 1322 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  32 proposed transferee’s current and previously owned multifamily housing rental properties. Any proposed transferee (including individuals with an ownership) whose currently owned multifamily housing rental properties have been found by the Housing Authority to have deficiencies that have not been resolved within the time frame prescribed by the City, Housing Authority, or other local government authorities, may not assume ownership of or an ownership interest in an any bond- financed project. The Housing Authority may initiate additional inspections to verify findings. Carryforward Election With respect to each allocation of tax-exempt private activity bond issue authority to the Housing Authority in a given calendar year for which less than all of the allocation volume cap was used, the Housing Authority staff shall contact CDLAC requesting confirmation of the amount, if any, of carryforward election the Housing Authority shall make under Section 146(f) of the Code and the Housing Authority will timely file a Form 8328 with the IRS. Arbitrage Rebate Compliance The Project Sponsor shall comply with all applicable federal tax laws set forth in the tax or arbitrage certificate and bond documents, including arbitrage rebate compliance. Upon request, the Project Sponsor shall provide the Housing Authority documentation that verifies the Project Sponsor’s compliance with federal tax laws set forth in the tax or arbitrage certificate and bond documents, including rebate compliance reports. Other Required Disclosures The Project Sponsor shall be solely responsible of any and all disclosures under any applicable Securities and Exchange Commission and any Municipal Securities Rulemaking Board (MSRB) rules, requirements and regulations, including but not limited to fixed rate bond issuance with Fannie Mae and/or Freddie Mac involvement. SAMPLE FORMS TO FOLLOW Page 1323 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  33 Page 1324 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  34 Page 1325 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  35 Page 1326 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  36 Page 1327 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  37 Page 1328 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  38 Page 1329 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  39 Page 1330 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  40 Page 1331 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  41 Page 1332 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  42 Page 1333 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  43 Page 1334 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • Post-Issuance Compliance Procedures  44 Page 1335 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • INDEX  45 INDEX Bond Issuance Application and supporting documents requirements ................................................................................ 9 Fee Structure for issuance and ongoing annual administration................................................................ 21 Requirements for inducement & TEFRA Resolutions and TEFRA public hearings .............................. 13 Parameters for issuer liability for bond issuance or repayment of bonds ................................................. 1 Indemnification requirements with respect to the financing and the project ......................................... 15 Procedures and requirements for private placement purchases and public sales of bonds ................. 17 Underwriter selection criteria and procedures............................................................................................ 13 Credit enhancement requirements ................................................................................................................ 17 Bond Counsel selection criteria and procedures ......................................................................................... 12 Loan to value restrictions/limits ...................................................................................................................... 8 Interest rate restrictions/limits ......................................................................................................................... 8 Requirements for offering materials or disclosure documents ................................................................. 14 Maximum loan amount .................................................................................................................................... 8 Minimum bond ratings ................................................................................................................................... 16 Minimum/maximum bond denominations ................................................................................................. 17 Limitations on uses of bond proceeds .......................................................................................................... 20 Rent and income limitations (if applicable) ................................................................................................... 4 Affordability requirements .............................................................................................................................. 5 Public benefit requirements ............................................................................................................................. 4 Debt to income requirements ........................................................................................................................... 8 Local review and approval requirements .................................................................................................... 11 Review procedures and requirements for financing structure, financing documents and tax-exempt status ............................................................................................................................................. 11 Developer and ownership partnership requirements and limitations ....................................................... 9 Property management requirements and limitations ............................................................................... n/a Management plan requirements ................................................................................................................. n/a Page 1336 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority • • • INDEX  46 Procedure for determining developer fee and developer fee limits ........................................................... 8 ID any third-party contractors and describe rights, obligations and limitations of third- party contractors .............................................................................................................................................. 12 Exceptions/waivers of policy requirements and procedures for requesting a waiver ..................... 11, 18 Post Issuance Compliance Identification of third-party contractors engaged in compliance verification, reporting and/or auditing and describe rights, obligations and limitations of third-party contractors ............................ 30 Identification of parties responsible for compliance verification and reporting..................................... 29 Commencement of Qualified Project Period and reporting requirements and procedures ................................................................................................................................................ 30 Compliance forms for reporting .................................................................................................................... 34 Compliance verification, reporting and auditing procedures: .................................................................. 30 Affordability (i.e.: # of units at 50% AMI and 60% AMI) (QRRP only) ...................................................... Income limits (QRRP only) ............................................................................................................................ Utility allowances (QRRP only) ..................................................................................................................... Service amenities and other public benefits required by CDLAC resolution.................................................. Arbitrage rebate............................................................................................................................................... Frequency of compliance verification, reporting and audits ..................................................................... 30 Issuer document retention procedures and time limits ............................................................................. 29 Site-based document retention procedures and time limits ...................................................................... 30 Procedures for reporting compliance/non-compliance to regulatory agencies and other external entities (i.e.: CDLAC, TCAC, etc.) .................................................................................................. 30 Criteria and procedures for seeking revised resolutions and/or regulatory agreements......................... Non-compliance correction procedures and penalties ............................................................................... 32 Page 1337 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE FISCAL YEAR 2023/24 DEPARTMENT OF HOUSING AND HOMELESS SERVICES BUDGET TO FUND A LOCAL MATCH TO THE LOCAL HOUSING TRUST FUND WHEREAS, on May 23, 2023, the City Council adopted the Housing and Homeless Services Department budget for Fiscal Year 2023/24; and WHEREAS, pursuant to Section 1005 of the City Charter, the City Council may amend or supplement the budget by a motion adopted by the affirmative votes of at least four members; and WHEREAS, the California Department of Housing and Community Development (the “Department”) issues an annual Notice of Funding Availability for its Local Housing Trust Fund (“LHTF”) program for use in the production of affordable housing; and WHEREAS, the City of Chula Vista desires to apply for LHTF funds in order to increase and improve the supply of affordable housing in Chula Vista; and WHEREAS, in order to qualify for the LHTF funds, applicants must have a local housing trust fund that provides a local dollar-for-dollar match of the funds applied for from the Department; and WHEREAS, the Finance Department of the City of Chula Vista is setting up a Project, named the Local Housing Trust Fund, within Fund 313, to receive LHTF funds and hold local matching funds; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it amends the Fiscal Year 2023/24 Department of Housing and Homeless Services budget to allocate the transfer of $500,000 from the Housing Inclusionary account (Fund 313) into the Local Housing Trust Fund Project. Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing and Homeless Services City Attorney Page 1338 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING APPLICATION TO AND PARTICIPATION IN THE PROHOUSING DESIGNATION PROGRAM WHEREAS, Government Code section 65589.9 established the Prohousing Designation Program (“Program”), which creates incentives for jurisdictions that are compliant with state housing element requirements and that have enacted Prohousing local policies; and WHEREAS, such jurisdictions will be designated Prohousing, and, as such, will receive additional points or other preference during the scoring of their competitive applications for specified housing and infrastructure funding; and WHEREAS, the California Department of Housing and Community Development (“Department”) has adopted regulations (Cal. Code Regs., tit. 25, § 6600 et seq.) to implement the Program (“Program Regulations”), as authorized by Government Code section 65589.9, subdivision (d); and WHEREAS, the City of Chula Vista (“Applicant”) desires to submit an application for a Prohousing Designation (“Application”). NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby authorizes and directs the City Manager or their designee to submit an Application to the Department; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges and confirms that it is currently in compliance with applicable state housing law; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges and confirms that it will continue to comply with applicable housing laws and to refrain from enacting laws, developing policies, or taking other local governmental actions that may or do inhibit or constrain housing production. Examples of such local laws, policies, and actions include moratoriums on development; local voter approval requirements related to housing production; downzoning; and unduly restrictive or onerous zoning regulations, development standards, or permit procedures; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges and confirms that the Prohousing Policies in its Application comply with its duty to Affirmatively Further Fair Housing pursuant to Government Code sections 8899.50 and 65583; and Page 1339 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. Page 2 BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges and confirms that its general plan is in alignment with an adopted sustainable communities strategy pursuant to Public Resources Code section 21155- 21155.4; and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges and confirms that its policies for the treatment of homeless encampments on public property comply with and will continue to comply with the Constitution and that it has enacted best practices in its jurisdiction that are consistent with the United States Interagency Council on Homelessness’ “7 Principles for Addressing Encampments” (June 17, 2022, update); and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges that if the Application is approved, the City Manager or their designee is hereby authorized and directed to enter into, execute, and deliver all documents required or deemed necessary or appropriate to participate in the Program, and all amendments thereto (the “Program Documents”); and BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it hereby acknowledges and agrees that it shall be subject to the Application; the terms and conditions specified in the Program Documents; the Program Regulations; and any and all other applicable law. Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing & Homeless Services City Attorney Page 1340 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RESOLUTION NO. 2024-08 RESOLUTION OF THE CITY OF CHULA VISTA PLANNING COMMISSION RECOMMENDING AMENDMENTS TO CHULA VISTA MUNICIPAL CODE (CVMC) TITLE 19 (PLANNING AND ZONING) CHAPTER 19.90 (AFFORDABLE HOUSING INCENTIVES) AND SECTION 19.58.460 (OBJECTIVE DESIGN STANDARDS FOR QUALIFYING MULTIFAMILY RESIDENTIAL AND MIXED-USE PROJECTS) AND THE ADOPTION OF CHAPTER 19.91 (INCLUSIONARY HOUSING), CHAPTER 19.93 (RESIDENTIAL FOR-SALE AFFORDABLE UNIT REQUIREMENTS), AND CHAPTER 19.94 (MARKETING, APPLICATION, LOTTERY, AND WAITLIST REQUIREMENTS FOR AFFORDABLE RENTAL HOUSING PROJECTS) WHEREAS, necessary amendments and additions to the Chula Vista Municipal Code (CVMC) have been identified to help with the production of affordable housing, clarify processes/regulations, and comply with State Law; and WHEREAS, staff presented the draft code amendment concepts to the Housing and Homeless Advisory Committee, which recommended adoption; and WHEREAS, the Director of Development Services reviewed the proposed legislative action for compliance with the California Environmental Quality Act (CEQA) and determined that the action qualifies for the “common sense” exemption under State CEQA Guidelines Section 15061(b)(3). The action involves updates, modifications, and organizational changes to the CVMC relating to section titles, definitions, groups covered under density bonus, percentages, etc . Furthermore, the action of updating and modifying the CVMC with procedural and clerical changes will not result in an intensification of uses or a change in development potential within the City above what already is permitted under the existing land use and zoning policies of the CVMC that are being updated. Based on an analysis of the nature and type of these procedural and clerical changes to the CVMC, there is a certainty that there is no possibility that the action may have a significant effect on the environment; and WHEREAS, a hearing time and place was set by the Planning Commission to consider the CVMC amendments and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the City, at least ten (10) days prior to the hearing; and WHEREAS, the Planning Commission held a duly noticed public hearing to consider said code amendments at the time and place as advertised in the Council Chambers, 276 Fourth Avenue, before the Planning Commission and the hearing was thereafter closed. DocuSign Envelope ID: E857835C-C195-4D77-8D3A-DACAF59B1F27 Page 1341 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. 2024-08 Page No. 2 NOW, THEREFORE, BE IT RESOLVED by the Planning Commission hereby recommends that the City Council of the City of Chula Vista adopt the proposed amendments, in substantial form, to CVMC Chapter 19.90 and Section 19.58.460 and adoption of Chapter 19.93 and Chapter 19.94, related to the production of affordable housing for the City. BE IT FURTHER RESOLVED THAT the Planning Commission hereby recommends that the City Council of the City of Chula Vista adopt Chapter 19.91 with a modification to the required threshold of projects subject to provisions of the ordinance from 10 units to 25, such that section 19.91.050.A. is amended to read “Residential or mixed-use development projects with fewer than twenty five units shall not be required to meet the provisions of this Chapter”. BE IT FURTHER RESOLVED THAT the Planning Commission hereby recommends that the City Council of the City of Chula Vista find that the proposed amendments to the Chula Vista Municipal Code (CVMC) identified in this Resolution qualifies for the “common sense” exemption under State CEQA Guidelines Section 15061(b)(3). The action involves only updates and modifications to the CVMC, including section titles, definitions, groups covered under density bonus, percentages, etc. Furthermore, the action of updating and modifying the CVMC with procedural and clerical changes will not result in an intensification of uses or a change in development potential within the City above what already is permitted under the existing land use and zoning policies of the CVMC that are being updated. Based on an analysis of the nature and type of these procedural and clerical changes to the CVMC, there is a certainty that there is no possibility that the action may have a significant effect on the environment. BE IT FURTHER RESOLVED THAT a copy of this Resolution be transmitted to the City Council. [SIGNATURES ON THE FOLLOWING PAGE] DocuSign Envelope ID: E857835C-C195-4D77-8D3A-DACAF59B1F27 Page 1342 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Resolution No. 2024-08 Page 3 Presented by Approved as to form by Stacey Kurz Marco A. Verdugo Director of Housing & Homeless Services City Attorney PASSED AND APPROVED BY THE PLANNING COMMISSION OF THE CITY OF CHULA VISTA, CALIFORNIA, this 24th day of April 2024, by the following vote, to-wit: AYES: Commissioners: Burroughs, Combs, Leal, Torres, Zaker, De La Rosa NOES: Commissioners: None ABSENT: Commissioners: Felber ___________________________ Michael De La Rosa, Chair ATTEST _______________________ Mariluz Zepeda, Secretary DocuSign Envelope ID: E857835C-C195-4D77-8D3A-DACAF59B1F27 For Page 1343 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda RSG, INC. Balanced Communities (Inclusionary Housing) Policy Study and In-Lieu Fee Analysis CITY OF CHULA VISTA April 29, 2024 Page 1344 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda [This page left intentionally blank.] Page 1345 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda BALANCED COMMUNITIES (INCLUSIONARY HOUSING) POLICY STUDY AND IN-LIEU FEE ANALYSIS City of Chula Vista i TABLE OF CONTENTS EXECUTIVE SUMMARY ............................................................................................................................... 2 SECTION 1: BACKGROUND ....................................................................................................................... 5 SECTION 2: CHULA VISTA HOUSING MARKET AND PRODUCT TYPES .............................................. 9 SECTION 3: AFFORDABLE HOUSING COSTS ....................................................................................... 10 SECTION 4: POLICY DESIGN OPTIONS AND BEST PRACTICES ........................................................ 15 SECTION 5: ANALYSIS OF BALANCED COMMUNITIES POLICY AFFORDABLE UNIT PRODUCTION OPTIONS AND IN-LIEU FEE LEVELS FOR THE CITY OF CHULA VISTA ............................................. 19 SECTION 6: CONCLUSION AND POLICY OPTIONS ............................................................................... 27 Page 1346 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2 EXECUTIVE SUMMARY RSG, Inc. (“RSG”) prepared this Balanced Communities (Inclusionary Housing) Policy Study and In-Lieu Fee Analysis (“Analysis”) for the City of Chula Vista (“City”) to support the City’s 2021- 2029 Housing Element (“Housing Element”) commitment to review the existing Balanced Communities Policy (“Policy”) for feasibility in making progress towards the City’s Low- and Moderate-income Regional Housing Needs Assessment (“RHNA”) allocation . The Policy was adopted by the City Council in 1981 as part of the City’s Housing Element for the purpose of increasing the diversity of housing prices and rents throughout the community and ensur ing that a range of prices and rents continues over time . The Analysis also evaluates alternatives and modifications to the Policy that may better address City goals without undermining the feasibility of residential development. In broad terms, the existing Policy requires 10% of total units in new residential developments to be restricted and made affordable to households with Low- and Moderate-incomes1. At least 5% of the units shall be designated for Low-income households and 5% of the units shall be designed for Moderate-income households. The Policy applies to all residential developments of 50 units or more. In addition to on -site unit production, the Policy can also be fulfilled by off -site unit production, public benefit, alternative housing types, and payment of an in -lieu housing fee. The in-lieu housing fee is currently set at $12,422 per unit and has not been changed since at least 2008.2 To evaluate the feasibility of the existing Policy and alternatives, RSG conducted a financial analysis of five different prototypical residential developments in Chula Vista. RSG considered the financial impact of inclusionary requirements under the Policy, as expressed by a generally equivalent in-lieu fee that a developer could pay as an alternative to providing affordable units on - site. RSG’s key recommendations are outlined below: • On-Site Affordable Unit Production Requirement: RSG recommends no change to the City’s existing inclusionary requirement that 10% of total units in a project be restricted as affordable. • Income-Level Targeting: RSG recommends no change to the existing income-level targeting of 50% of units for Low-income households and 50% for Moderate-income households. • Threshold Project Size Subject to Policy: RSG recommends that all housing development, or at least those with 10 units or more, contribute to affordable housing 1 California's Department of Housing and Community Development defines household income levels for affordable housing as “Very Low-”, “Low-”, and “Moderate-income” for households that earn less than 50, 80, or 120% of the area median income for San Diego County, respectively. 2 City staff indicated that the in-lieu housing fee has not changed since 2008. However, City staff and RSG were unable to locate documentation of the original adoption of the $12,422 per unit in-lieu fee. Page 1347 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 3 production through either the inclusion of affordable units, payment of a proportionate in- lieu fee, or some other equivalent alternative means of compliance. • In-Lieu Fee: RSG recommends fees of $8 per square foot of market-rate for-sale housing, and $16 per square foot of market-rate rental housing. RSG also recommends revisiting the in-lieu fee on a periodic basis in response to changing market conditions to ensure it correlates to the actual projected cost of on-site affordable unit production and does not make development infeasible . • Ordinance and Resolution: RSG recommends adopting the Policy by ordinance, and the in-lieu fee by resolution. RSG completed the Balanced Communities Policy Study and In -Lieu Fee Analysis during the second and third quarter of 2023 and it is reflective of then-existing market conditions. At that time, some product types were marginally feasible due to higher interest rates, supply chain impacts on building material costs, and other market forces that were expected to subside. RSG’s recommendations are designed for general Policy feasibility over the long-term. However, because market conditions will fluctuate, RSG recommends revisiting the Policy on a periodic basis, such as within five years or with each Housing Element update. Page 1348 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 4 Report Organization This Report contains six sections, as follows: • Section 1 – Background: This section includes a summary of the current Policy, Chula Vista’s housing needs, and the use of inclusionary housing programs to create affordable housing in California. • Section 2 – Chula Vista Housing Market and Product Types: This section provides an overview of the residential market in and around the city, including prototypical types and sizes of housing units, rental rates and sale prices, development costs, and projected investment returns to developers. • Section 3 – Affordable Housing Costs: This section examines the cost to produce affordable housing units in the City. This is determined by the “affordable funding gap”, which is the difference between the development cost for different unit types and sizes and the amount which households of varying sizes and income levels can reasonably afford to purchase or rent. • Section 4 – Policy Design Options and Best Practices: This section answers common questions about inclusionary housing programs and describes the range of program design options. • Section 5 – Analysis of Affordable Unit Production Options and In-Lieu Fee Levels: This section details the calculations involved in determining a feasible production requirement, as well as appropriate in -lieu amounts. • Section 6 – Conclusion and Policy Options: This section summarizes RSG’s findings, alternative options, and recommendations for a revised Policy. Page 1349 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 5 SECTION 1: BACKGROUND Chula Vista’s Existing Balanced Communities Policy The following summarizes the requirements of the Policy, based on the “Guidelines to the Balanced Communities Policy”, as revised September 13, 2022: On-site Affordable Unit Production Requirement 10% of all units must be restricted as affordable . Affordability Mix At least 5% of units shall be designated for Low-income households, and 5% of the units shall be designated for Moderate-income households. Incentive Credit: At the developer’s option, a developer may meet the inclusionary requirement by providing Very Low- or excess Low- income units. This is referred to as an Incentive Credit, and is calculated as follows: • 2.0 unit credit for every Very Low-income unit in-lieu of a Moderate-income unit; • 1.5 unit credit for every Low-income unit in-lieu of a Moderate- income unit; • 0.5 unit credit for every Very Low-income unit in lieu of a Low- income unit. Affordability Term For-rent units must be restricted for 55 years. For-sale units must be restricted for 45 years. Development Subject to Policy All new residential development of 50 units or more. Exclusions Development projects with less than 50 units. Alternatives • In-Lieu Housing Fee: Developers may choose to satisfy a portion of their inclusionary requirement through payment of an in-lieu fee, included a prorated in-lieu fee for partial units. The fee is approved by the City Council. Page 1350 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 6 • Off-Site Unit Production: Off-site unit production may include construction of new affordable units at a different site, acquiring and rehabilitating existing market rate units and conversion to affordable units, transfer of affordable housing credits from the City or other developer, or provision of housing projects or programs to meet the special needs of certain population groups within the community. • Public Benefit: The City may approve alternatives to the construction of new inclusionary units where the proposed alternative provides a more effective and feasible means of satisfying the requirements of greater public benefit. • Alternative Housing Types: When alternative housing types are developed and measured in terms of rooms or beds provided, rather than units, a conversion analysis from rooms or beds to units will be required to determine the unit credits a developer will receive. Meeting Chula Vista’s Regional Housing Needs Assessment (RHNA) Allocation The City’s affordable housing needs are largely defined by the RHNA allocation determined by the San Diego County Association of Governments (“SANDAG”). RHNA determines the total number of new homes that would need to be built in a region to support housing demand by income category. The Housing Element identifies sites where new housing can be built to support the City’s RHNA targets. California's Department of Housing and Community Development ("HCD") defines household income levels for affordable housing as “Very Low-”, “Low-”, and “Moderate-income” for households that earn less than 50, 80, or 120% of the area median income (“AMI”) for San Diego County (“County”), respectively. A corresponding “affordable housing cost” limit is set based on these qualifying income limits, and generally may not exceed 30 % of household income. For renters, housing cost includes rent plus utilities. For homeowners, housing cost includes mortgage principal and interest, plus taxes, insurance, and HOA fees, if applicable . The City’s RHNA for the 6th Housing Element Cycle period of 2021 through 2029 reflects a target of 11,105 new residential housing units, of which 25% are for Very Low-income households, 16% are for Low-Income households, 17% are for Moderate-Income households, and 42% are for Above Moderate-income households. Table 1 shows this breakdown both exclusive and inclusive of Above Moderate -income housing, which is not considered affordable housing. Note that the RHNA allocations below exclude a category for “Extremely Low-income” housing, which is for households that earn less than 30 % of the AMI, since this income level is not differentiated by SANDAG but is grouped within the Very Low-income allocation in Table 1. Page 1351 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 7 Table 1: City's RHNA Allocation and Unit Production As of October 25, 2023, the City’s actual unit production for the 2021-2029 RHNA cycle amounted to 4,621 units, primarily attributed to the production of 4,172 units in the Above Moderate -income category. The City has produced about 89% of the Above Moderate -income RHNA requirement for the 2021-2029 Housing Element Cycle. The City has not produced any Moderate-income units, but has produced 342 and 107 units, respectively, in the Low- and Very Low-income categories during the current Housing Element Cycle . These represent about 19% of the Low- and 4% of the Very Low-income RHNA allocations. Absent land use regulations, incentives , and subsidies, the real estate development market will seldom provide affordable housing on its own. Either market rate developers must be required to provide it, or affordable developers must be subsidized by local, regional, state, or federal programs or, more often, all of the above. Because cities have limited means to incentivize or subsidize production of affordable housing, they are increasingly looking to multi -pronged and integrated strategies to encourage the production of housin g at all income levels. The City’s Policy causes the production of affordable units within a project or generates funding with an in -lieu fee option to support a wider range of housing opportunities in the City. Inclusionary Housing Programs in California Inclusionary housing programs are enacted by cities and counties typically by an ordinance that requires residential development applications , as a condition of approval, to include a portion of the units constructed in a project to be set aside for purchase or rent by lower income households. Inclusionary policies attempt to capture some of the value generated by new residential development to provide a community benefit, using local land use controls to ensure that much - needed affordable housing is produced along with market rate units. It is a flexible tool that can be tailored to local circumstances. There is no one model policy, but rathe r several best practices to consider when designing or updating an inclusionary program . An inclusionary housing ordinance is only one part of an affordable housing strategy and should not be viewed as the sole means to address the need for affordable housing, which may still require public subsidies and other policies, programs, and tools. Affordable housing units are typically restricted by covenants recorded on the property to ensure that the units remain affordable for a long duration, usually 55 years for rentals and 45 years for ownership housing. During the covenant term, it is not uncommon for units to be rehabilitated or Affordability Lev el RHNA Alloc ation % of T otal % of Affor dable Ac tual Unit Pr oduc tion Abov e Moder ate-Inc ome 4,667 42%4,172 Moder ate-Inc ome 1,911 17%30%0 Low-Inc ome 1,777 16%28%342 Very Low-Inc ome 2,750 25%43%107 Total 11,105 100%4,621 Sourc e: City of Chula Vis ta, SANDAG Note: Ac tual Unit Produc tion as of 10/25/2023 Page 1352 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 8 refinanced and the covenants to be extended, often requiring additional public subsidies. In some cases, such as when a land trust or other public entity retains ownership of the land or units, the units can remain affordable in perpetuity. Over 170 communities in California have enacted inclusionary housing ordinances or policies. The City is one of ten inclusionary housing policies adopted by cities in the County. The County of San Diego also has its own inclusionary housing policy for unincorporated areas of the County. Legal Authority for Establishing Inclusionary Requirements and Affordable Housing Fees In California, cities can regulate the use of buildings, structures, and land pursuant to Government Code Section 65850. This includes the type of land uses, building heights, parking requirements, and other improvements to property. In some cases, this can also include inclusionary housing requirements on residential and mixed -use projects. Inclusionary housing policies have been in place throughout California since the 1970s. However, cities temporarily lost their ability to apply inclusionary policies to rental housing in 2009, when an appellate court determined that inclusionary housing re quirements on new rental housing were in violation of the Costa Hawkins Act, a state law that limits local rent control implementation. In 2017, Assembly Bill (“AB”) 1505 (Bloom) reinstated cities’ ability to adopt and enforce inclusionary housing ordinances that apply to both for-rent and for-sale housing projects, thereby restoring a tool for cities to facilitate affordable housing development in their communities. Under Government Code Section 65850.01(a), HCD has the authority to review inclusionary housing ordinances adopted after September 2017 that require more than 15 % of the units to be affordable. The purpose of this review is to ascertain whether a jurisdiction is impairing the production of market rate housing by requiring an excessive number of inclusionary units. In 2015, the California Supreme Court ruled that inclusionary housing requirements are not an “exaction” that needs to be justified by the impact of a project, like traffic and other development impact fees. Inclusionary policies may be based on the existing and projected housing needs of the region and other factors related to the regional welfare, and not based on a demonstrated additional need for affordable housing generated by new residential development. This means that a “nexus study” is not required under Government Code Section 66000, commonly known as the Mitigation Fee Act. Regardless of the threshold of inclusionary housing required, Government Code Section 65850(g) requires that inclusionary housing ordinances contain alternative means for compliance, including, but not limited to, the payment of in -lieu fees, land dedication, off-site construction, and preservation of existing units. Most ordinances provide several such alternatives. Although the City’s existing Policy is not an inclusionary housing ordinance subject to Government Code Section 65850(g), it does offer alternative means for compliance . Page 1353 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 9 SECTION 2: CHULA VISTA HOUSING MARKET AND PRODUCT TYPES RSG reviewed historical developments, the City’s existing zoning code and Sectional Planning Area plans, and the residential development pipeline for the City and determined that the most common development patterns in the City and surrounding market area include single-family residences, condo or townhomes, and multi-family rental apartments at several different densities. Accordingly, the product types used in this analysis include single -family residential development, condo or townhome development, and multi-family rental apartment developments of varying sizes and densities. Based on the data reviewed, discussions with City staff and some active local developers, as well as RSG’s knowledge of the residential market, RSG believes that these product types provide an accurate cross section of the potential residential developments affected by the Policy. RSG analyzed sales data for the 12 months beginning in July 2022 and ending in June 2023 to develop assumptions about for-sale residential product types within the City. RSG utilized ParcelQuest to obtain a database of all residential properties sold in the City during this time. ParcelQuest utilizes County Assessor data to provide property information, including sales information and property characteristics. For multi-family rental residential properties, RSG used market analytics to develop assumptions. RSG relied on Costar market and submarket analytics reports, which summarize market rental rates by number of bedrooms. The five general market rate residential product types are summarized in Table 2 below, including the typical development density, unit size, and development costs. The estimated development costs were based on independent construction cost data obtained from CoreLogic Marshall and Swift Valuation Services, which is a national comprehensive cost-estimating tool and methodology that is updated monthly and serves the appraisal, development, and insurance industries. The resulting assumptions represent averages for prototypical development types seen in the Chula Vista market as shown in Table 2. Table 2: Summary of Development Prototypes Development Prot o types Single Family Residential Condo/ Townhome Low Density Multifamily Med Density Mult if amily High Density Multifamily Dwelling Units per Ac re 8.7 25.0 25.0 30.0 65.0 Lot Square Feet per Unit 5,000 1,742 1,742 1,452 670 Av er age Unit Squar e Footage 2,250 1,675 1,110 945 910 Dev elopment Cost per Square Foot $345 $322 $437 $433 $561 Dev elopment Cost per Unit $709,927 $512,614 $462,704 $411,557 $527,221 Sour c es : City of Chula Vis ta, Cos tar, Parc elQ ues t, CoreLogic , RSG Page 1354 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 10 SECTION 3: AFFORDABLE HOUSING COSTS Monthly rents and sale prices for affordable housing units in California are usually established in accordance with the California Health & Safety Code (“HSC”). Calculations for rental housing are made pursuant to HSC Section 50053(b); calculations for owner-occupied housing are made pursuant to HSC Section 50052.5(b). Affordable housing costs are a function of the AMI, adjusted for family size appropriate to the unit, which is assumed to be one person in a studio unit, two persons in a one-bedroom unit, three persons in a two -bedroom unit, four persons in a three- bedroom unit, five persons in a four-bedroom unit, and so on. The qualifying income limits for Extremely Low-, Very Low-, Low-, and Moderate-income households adjusted for household size are established annually by HCD for each California county in accordance with data provided by the United States Department of Housing and Urban Development (“HUD”). For the County, the 2023 median income for a household of four is established at $116,800. Table 3 below shows the range of the 2023 County AMIs by household size and the qualifying income limits by category. Table 3: San Diego County Income Limits This Analysis incorporates the data in Table 3 to calculate affordable housing cost, rents, and prices based on the income category of the household, adjusted for family size. Affordable Rents and Rental Unit Values The maximum affordable rental costs are calculated per HSC Section 50053(b) to reflect the affordable housing cost by income category, adjusted for household size , net of a deduction for utility allowance. The calculation of annual affordable rental housing cost may not exceed the following: • For Very Low-income households, the product of 30% times 50% of the AMI adjusted for family size appropriate for the unit. • For Low-income households, the product of 30% times 60% of the AMI adjusted for family size appropriate for the unit. • For Moderate-income households, the product of 30% times 110% of the AMI , adjusted for family size appropriate for the unit. Income Category AMI 1 2 3 4 5 Ex tremely Low 30%$24,525 $28,035 $31,530 $35,040 $37,845 Ver y Low 50%40,875 46,725 52,550 58,400 63,075 Low 60%49,050 56,070 63,060 70,080 75,690 Median 100%81,750 93,450 105,100 116,800 126,150 Moderate 110%89,925 102,795 115,610 128,480 138,765 Sour c es : Califor nia Depar tment of Hous ing and Community Dev elopment, RSG Income Limit b y Househ old Siz e (Perso ns) Page 1355 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 11 The County 2023 maximum affordable monthly rents for each income category by unit size is summarized in Table 4 below. Note that the amounts shown in Table 4 are prior to deducting a utility allowance , vacancy, operating expenses, reserves, and real estate taxes . Table 4: San Diego County Affordable Rent Limits The value of an affordable rental unit is a function of the net income it provides the property owner. This is determined by calculating the annual gross income generated by the unit reduced by vacancies and operating expenses to determine th e net operating income (“NOI”). Lenders’ underwriting standards generally incorporate a 5% vacancy factor. Comparable annual operating expenses (excluding real estate taxes) for affo rdable rental units are about $6 ,000 per unit per year plus $250 per unit for annual reserve fund deposits. Real estate taxes are assumed at a rate of 1.25% of unit value. Although most affordable apartments are constructed by non-profit housing developers and are exempt from property taxes, for the purpose of this Analysis we have included real estate taxes because the inclusionary units would be within a market rate development subject to real estate taxes . The NOI for the affordable unit represents the affordable rent by income category less vacancy, operating expenses, reserves, and real estate taxes. To establish the value of affordable rental units, RSG followed industry practice of applying a market capitalization rate, or “cap rate” to the projected NOI per unit. Market cap rates are derived by real estate industry research firms which track sale prices and NOI for apartment projects. The cap rate represents the relationship between NOI and sale value, and indicates a rate of return an investor may expect to achieve from ownership of the property. RSG assumed a 4.5% cap rate based on current market data . Table 5 below shows the resulting capitalized value per rental unit for varying unit sizes and income levels based on affordable cost, NOI, and market cap rates. Income Cat egory 0 1 2 3 4 Ver y Low $1,022 $1,168 $1,314 $1,460 $1,577 Low 1,226 1,402 1,577 1,752 1,892 Moderate 2,248 2,570 2,890 3,212 3,469 Ren t Limit by Number of Bedrooms Sour c es : Califor nia Department of Hous ing and Community Dev elopment, RSG Page 1356 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 12 Table 5: Capitalized Value of Prototype Affordable Rental Units Affordable Sale Prices Maximum affordable sale prices are calculated per HSC Section 50052.5(b) to reflect the affordable housing cost per income category, adjusted for household size, as a percentage of the gross AMI, allowing for the deduction of related housing expenses . The calculation of annual affordable for-sale housing cost may not exceed the following: • For Very Low-income households, the product of 30% times 50% of the AMI, adjusted for family size appropriate for the unit. • For Low-income households, the product of 30% times 70% of the AMI , adjusted for family size appropriate for the unit. • For Moderate-income households, not less than 28% of the household’s gross income, or more than the product of 35% times 110% of the AMI, adjusted for family size appropriate for the unit. Table 6 below identifies the County 2023 monthly affordable for-sale housing cost limits by income category and unit size, as calculated in accordance with the above formulas. Table 6: Monthly Affordable For-Sale Cost Limits Income Cat egory 0 1 2 3 4 Very Low Annual NO I $3,467 $4,437 $5,340 $6,274 $6,648 Very Low Capitaliz ed Value $77,039 $98,602 $118,656 $139,426 $147,735 Low Annual NO I $5,500 $6,767 $7,954 $9,179 $9,786 Low Capitaliz ed Value 122,223 150,368 176,745 203,981 217,462 Moderate Annual NO I $15,666 $18,414 $21,024 $23,704 $25,474 Moderate Capitaliz ed Value 348,141 409,202 467,193 526,758 566,094 NO I and Capit alized Value by Number o f Bed roo ms Sourc es : Califor nia Depar tment of Hous ing and Community Dev elopment, Cos tar , Real Es tate Res earc h Corpor ation, CBRE, RSG Inco me Categ ory 0 1 2 3 4 Very Low $1,022 $1,168 $1,314 $1,460 $1,577 Low 1,431 1,635 1,839 2,044 2,208 Moderate 2,623 2,998 3,372 3,747 4,047 Cost Limit by Numb er of Bedrooms Sour c es : California Depar tment of Hous ing and Community Dev elopment, RSG Page 1357 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 13 For this Analysis, affordable sale prices were calculated for single -family residences by determining what mortgage payment a qualifying household could afford, after deducting from affordable cost for estimated homeowner expense categories (i.e., taxes, insurance, maintenance costs, and utilities). The Analysis assumes a 5% down payment and a 30-year amortized loan at a 6.0% interest rate. The estimated affordable sale prices by income category and unit size are summarized in Table 7 below. Table 7: Affordable Sales Prices Affordable Housing Development Funding Gap The affordable housing development funding gap reflects the difference between the estimated cost to develop the unit, which is based on constructi on costs in the market area, and the value that a developer can expect to receive from the affordable unit, which is determined by the affordable rent or sales price as shown above . Therefore, the development funding gap is an indication of the net cost to create an affordable housing unit, which is funded either by a developer under an inclusionary program or through a subsidy program or other source. The cost per unit for affordable housing units is similar to those for market rate units, with an exception perhaps for somewhat smaller unit sizes, and slightly lower quality materials and finishes. The methodology herein reflects the assumption of all things being equal for each prototype, such as unit size, construction costs, and land costs. RSG calculated a weighted average affordable development funding gap for each of the prototypes by blending the affordable values of the different bedroom unit sizes within each prototype project. Table 8 below shows the development funding gaps for affordable units by product type and income level. Income Category 0 1 2 3 4 Very Low $98,336 $108,276 $117,126 $126,495 $127,324 Low 160,418 179,414 196,941 215,193 223,128 Moder ate 341,490 386,900 429,732 473,897 502,555 Af fordable Price b y Number of Bedrooms Sourc es : California Department of Hous ing and Community Dev elopment, RSG Page 1358 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 14 Table 8: Affordable Development Funding Gap The development funding gaps shown in Table 8 reflect the financial impacts associated with producing these affordable units without the benefit of tax credits or other funding sources often used by affordable housing developers, thus reflecting the full amount to produce an affordable unit for each income category. Developers of affordable housing projects are often awarded financial assistance from local, state, and federal funding sources , such as 4% or 9% Low-Income Housing Tax Credits (“LIHTC”), which reduce the funding deficits and make the development more financially feasible. However, these subsidies are not available to market rate developers complying with inclusionary programs. Accordingly, this analysis uses the full funding gap amounts as the initial basis for determining the cost of compliance with the Policy. Single Family Residential Co ndo/ Tow nhome Lo w Density Multifamily Med Density Mu ltifamily High Densit y Mu ltifamily Dev elopment Cos t per Unit $709,927 $512,614 $462,704 $411,557 $527,221 Ver y Low Affor dable Housing Value 127,324 126,495 116,865 110,706 110,634 Ver y Low Affor dable Housing Gap (648,893)(439,270)(393,000)(343,268)(476,636) Low Affordable Hous ing Value 223,128 215,193 174,365 166,280 166,195 Low Affordable Hous ing Gap (553,089)(350,572)(335,500)(287,694)(421,076) Moderate Affordable Housing Value 502,555 473,897 461,866 444,154 443,997 Moderate Affordable Housing G ap (273,662)(91,868)(47,999)(9,820)(143,274) Sour c es: Califor nia Department of Hous ing and Community Dev elopment, City of Chula Vis ta, Cos tar , Par c elQues t, CoreLogic , Real Es tate Res ear ch Cor poration, CBRE, RSG Page 1359 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 15 SECTION 4: POLICY DESIGN OPTIONS AND BEST PRACTICES As the City considers amending its Policy, RSG has provided the following design element questions and a brief discussion of options and best practices based on the experience of other communities with inclusionary requirements. The goal of the Policy should be to increase the diversity of housing prices/rents throughout the community and ensure that a range of available and affordable prices/rents continues over time. The Policy should be backed by data and research that establishes both the need and feasibility of producing affordable housing in the regional housing market. o What percentage of affordable units should be included in a project? Most inclusionary policies in California are in the range of 5 to 20 %, with 15% the most common requirement. Four cities in San Diego County have 15% inclusionary requirements, another four cities in San Diego County and the County (applicable to unincorporated developments) have 10% inclusionary requirements, while two cities in San Diego County have 20% inclusionary requirements. The inclusionary percentage a community establishes is dependent on its affordable housing needs, local market conditions, financial incentives available, and the mix of affordability required. Ultimately, the percentage should not be so high that the cost of providing the affordable units making the entire project infeasible and thus discourages most housing development. o At what income levels should affordable units produced under the Policy be sold or rented? There is wide variability among communities for the required target distribution of units by income level within the overall inclusionary percentage. For some jurisdictions, the distribution among income levels may be set to approximate their RHNA allocation. For many others, the inclusionary requirement is split only between Low- and Very Low-Income levels (for example, if 15% of the total units are to be affordable, 10 % may be for Low-income and 5% for Very Low-income households). Moderate-income units may be included in requirements for some communities, especially those with very high cost and relatively higher incomes ; in many other markets, unrestricted market rate housing is being produced that is already naturally affordable to Moderate-income households. In Chula Vista, for example, the value of a condo or townhome affordable to Moderate-income households exceeds the cost to build the condo or townhome, resulting in a feasibility surplus. Some communities include a target for Extremely Low-income households but, given the high level of subsidy required, housing at this income level is generally better served by other programs and targeted funding sources. Lastly, many inclusionary programs have different i ncome level targeting for ownership and rental housing, reflecting the differences in development economics for each product type. o Should the Policy’s affordable unit production requirement change over time? Housing markets are constantly changing, including rents, sale prices, and construction and financing costs. Developer profitability rises and falls over time based on a variety of market factors, and required returns can vary from one developer to the next . The cost of compliance with an inclusionary policy may be only a relatively minor consideration among many factors for Page 1360 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 16 development feasibility. A modest inclusionary requirement that is evaluated to be feasible when adopted should likely remain feasible over time. It is also possible that , when profitability increases, a higher inclusionary requirement could be feasibly absorbed by the development community. Periodic review can determine how feasibility is impacted by market changes. It can also allow the community to assess whether changes in the target income levels may be necessary to better meet housing targets. Every three to five years is a reasonable review period. Coupling the review with the update to the City’s Housing Element is another good option. o What alternative methods of compliance should be provided? In California, state law requires that alternative methods of compliance with inclusionary housing requirements be provided to developers. Common alternatives include in -lieu fees, off-site construction, land donation, and the acquisition and rehabilitation of existing units. In-lieu fees are generally paid into a local affordable housing trust fund to finance future construction of affordable housing at other locations in the community. The greatest advantage of in-lieu fees is that they provide a local funding source that can be leveraged with state and federal funds that otherwise would not be available to a developer, allowing an even greater number of affordable units to be built, often at much deeper affordability levels. By leveraging local affordable housing trust funds, developers may be able to produce four to six times more units than would otherwise be developed as inclusionary housing units. o How should the amount of an in-lieu fee be determined? Should it be set as a per unit fee or a per square foot fee? As a starting point, the in-lieu fee should reflect the true cost of producing on-site units. If the fee is lower than the actual cost of production, developers are very likely to pay it rather than designate any units in the project as affordable. Even at an equivalent or comparable cost, developers are still more likely to pay the fee rather than assume long -term management of affordability covenants associated with a small fraction of units. The cost of providing an inclusionary unit will vary by which income levels are required and the size and type of unit. A range of such costs can be projected using current market economics and prototypical development. A standardized in-lieu fee can only approximate these costs based on the range of policy options being included. The in-lieu fee should be reviewed and revised over time to reflect changes in construction costs, inflation, and other market factors. While an inclusionary policy is usually adopted by an ordinance, the in-lieu fee is best adopted by resolution since ame nding the ordinance on a regular basis can be more costly and time -consuming. In-lieu fees are often denoted as the amount a developer would need to pay per market rate unit in a project to meet its obligation, rather than the net cost of each inclusionary unit that otherwise would be required to be built on-site. In other words, if there was an inclusionary requirement of 10%, the in-lieu fee per market rate unit multiplied by ten should approximate the average net cost of providing one inclusionary unit. Establishing the in -lieu fee on a per-market-rate-unit basis is quite common because developers typically evaluate development projects in terms of cost per Page 1361 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 17 unit. However, the drawback with establishing a fee on a per-market-rate-unit basis is that it does not adjust for the size of units in a project and can lead to inequities in implementation . For example, a developer creating large multi-bedroom homes would pay the same in-lieu fee per unit as a developer of small one-bedroom or studio units, even though the construction costs and affordable funding gaps are widely different. RSG typically recommends establishing the in-lieu fee on a per square foot basis that can then be multiplied by the total residential square footage in a project to calculate the inclusionary obligation. Conversely, establishing the in-lieu fee on a per unit basis can simplify program administration. o What is the process or standard for requesting a waiver or reduction of the requirement? The Policy should provide a clear and specific process for a developer to request a waiver or reduction, and the standards by which the request will be evaluated. The process should only be used in rare cases, and the developer should be required to demonstrate economic hardship (the inability to achieve a profit), which can be verified by an independent third -party review. o What other communities in the region have inclusionary housing requirements? When setting an affordable unit production requirement, it can be helpful to look at surrounding communities with similar policies so the City does not price itself out of new development. RSG researched communities in the County and determined that Chula Vista is one of ten cities in the County that has inclusionary housing requirements. The County of San Diego also has inclusionary housing requirements for unincorporated areas within the County. Table 9 provides examples of inclusionary housing policies in ten San Diego County cities and the County for reference purposes. Several of these communities are in different housing markets, and thus the comparability of cities in closer proximity to Chula Vista should be weighted accordingly. The jurisdictions are listed in order of in-lieu fee per rental unit, which may or may not approximate the true cost of on-site compliance. For jurisdictions that have set a per market rate unit fee, RSG has estimated that same fee on a per square foot basis for comparison purposes using Chula Vista prototypes. Similarly, for jurisdictions with a per square foot fee, RSG estimated that fee on a per market rate unit basis. Page 1362 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 18 Table 9: Inclusionary Requirements in Other Jurisdictions Last Update Rent Sale Rent Sale Rent Sale Rent Sale Rent Sale Poway 2018 15%15% or 20%1 unit 1 unit VL Low, Mod Per Unit $0.53*$0.22* Coronado 1993 2 units 2 units Low, VL Moderate Per Unit $7*$3* San Marcos In Progress 1 unit 1 unit Per Unit $10*$4* Chula Vista (Existing)1983 50 units 50 units Per Unit $13*$6* Carlsbad 2022 7 units 7 units Varies $14,175*$8,515 $15 $4* Chula Vista (Recommended )In Progress 1 unit 1 unit Per SF $15,120*$18,000*$16 $8 Encinitas 2021 7+ units 7+ units Per SF $18,900*$45,000* Oceanside 2022 3+ units 3+ units Low Low, Mod Per SF $18,900*$45,000* San Diego 2023 10%10% or 15%5 to 10 units (2)2+ units Low, VL Med, Mod Per SF $23,625*$56,250* San Diego County 2023 10 units 10 units Low, VL Med, Mod Per SF $23,625*$56,250* Solana Beac h 2023 4+ units 4+ units Per SF $25,099*$59,760* Del Mar 2018 2 units 2 units Varies $33,075*$26,250 (4)$35 $12* (*) Asterisk indicates a c alc ulated value using medium dens ity multifamily prototy pe s quare footage (945 sf) and s ingle family residential prototype s quare footage (2,250 sf) (1) Figure shows mos t c ommon in-lieu fee after negotiations (2) Minimum units v aries by Zoning designation (3) Required number of units for each AMI category v aries by project size (4) Figure shows in-lieu fee per lot created Note: List is s orted by in-lieu fee per unit for rental products. $27 $25 $25 $20 $20 In-Lieu Fee per SFIn-Lieu Fee per UnitAMI RequirementsMinimum Unit s 10% 15%Determined by City Low (5%), Mod (5%) $9,300 (1) $500 $12,422 $7,000 City Fee Type 20% 20% 15% Inclusionary Req 10% 10% 10% 10% 15% or 20% Low or VL Low or VL Low, VL, EL (3) Low Low (5%), Mod (5%) Page 1363 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 19 SECTION 5: ANALYSIS OF BALANCED COMMUNITIES POLICY AFFORDABLE UNIT PRODUCTION OPTIONS AND IN-LIEU FEE LEVELS FOR THE CITY OF CHULA VISTA This section discusses the potential cost of compliance under a range of program design options and concludes with RSG’s recommendation s for an amended City Policy, ordinance, and in-lieu fee amounts. RSG evaluated both the existing Policy and several permutations of program design options that the City might consider, as summarized in Table 10 below. Table 10: Range of Program Policy Options Evaluated On-Site Affordable Unit Production Percentage 10% (Existing Policy) 15% Income Level Targeting 50% Low and 50% Moderate (Existing Policy) RHNA allocation based Fee Basis Per market rate unit (Existing Policy) Per square foot Variable or Fixed Fee Fixed fee for all types and tenure (Existing Policy) Variable by tenure (for-sale vs. for-rent) Using the program policy options listed in Table 10, RSG evaluated the feasibility of 4 different alternative design combinations in this Report, as outlined in Table 11. Page 1364 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 20 Table 11: Program Design Options Design Option On-Site Affordable Unit Production Percentage Income Level Targeting Fee Basis Variable or Fixed Fee Existing Balanced Communities Policy 10% 50% Low and 50% Moderate Per unit Fixed fee for all types and tenure Design Option 1 10% 50% Low and 50% Moderate Per square foot Variable by tenure (for-sale vs. for-rent) Design Option 2 15% 50% Low and 50% Moderate Per square foot Variable by tenure (for-sale vs. for-rent) Design Option 3 10% RHNA allocation based Per square foot Variable by tenure (for-sale vs. for-rent) Design Option 4 15% RHNA allocation based Per square foot Variable by tenure (for-sale vs. for-rent) RSG used the affordable development funding gap amounts by prototype from Table 8 to calculate equivalent in-lieu fees for the different program design options noted in Table 10 and 11. First, RSG applied the income level targeting design options (RHNA, or 50% Low and 50% Moderate) across the affordable housing gaps calculated in Table 8, resulting in a weighted affordable housing gap for the different options. The calculation of weighted affordable housing gap for different income targeting and prototype combinations is presented in Table 12. Page 1365 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 21 Table 12 : Income Level Targeting Weighted Affordable Housing Gap The weighted affordable housing gaps presented in Table 12 are further adjusted for the varying design option levels of on-site affordable unit production percentage (10% or 15%). The product resulting from multiplying the weighted affordable housing gaps by the affordable unit production percentage represents the weighted average per-market-rate-unit in-lieu fee that a project might be charged, as presented in Table 13. Table 13: Calculated In-Lieu Fee per Unit Single Family Residential Cond o/ Tow nho me Low Density Multifamily Med Density Multif amily High Densit y Mult ifamily Very Low Affor dable Hous ing Gap ($648,893)($439,270)($393,000)($343,268)($476,636) Low Affordable Hous ing G ap (553,089)(350,572)(335,500)(287,694)(421,076) Moderate Affor dable Hous ing G ap (273,662)(91,868)(47,999)(9,820)(143,274) Polic y Inc ome Lev el Targeting Des ign O ptions 1 and 2: 50% low/50% mod Ver y Low Inc ome 0%0%0%0%0% Low Inc ome 50%50%50%50%50% Moder ate Inc ome 50%50%50%50%50% Weighted Affor dable Hous ing G ap ($413,376)($221,220)($191,749)($148,757)($282,175) Des ign O ptions 3 and 4: RHNA Ver y Low Inc ome 43%43%43%43%43% Low Inc ome 28%28%28%28%28% Moder ate Inc ome 30%30%30%30%30% Weighted Affor dable Hous ing G ap ($511,069)($311,668)($274,722)($228,951)($362,348) Sourc es : RSG Single Family Residential Condo / Townhom e Low Density Mult ifamily Med Density Multif amily High Density Multifamily Weighted Affordable Hous ing Gap Design O ptions 1 and 2: 50% low/50% mod ($413,376)($221,220)($191,749)($148,757)($282,175) Design O ptions 3 and 4: RHNA ($511,069)($311,668)($274,722)($228,951)($362,348) Calculated In-Lieu Fee per Unit Affordable Unit Produc tion Percentage: 10%X 10%X 10%X 10%X 10%X 10% Design O ption 1: 10%, 50% low/50% mod ($41,338)($22,122)($19,175)($14,876)($28,217) Design O ption 3: 10%, RHNA target ($51,107)($31,167)($27,472)($22,895)($36,235) Affordable Unit Produc tion Percentage: 15%X 15%X 15%X 15%X 15%X 15% Design O ption 2: 15%, 50% low/50% mod ($62,006)($33,183)($28,762)($22,314)($42,326) Design O ption 4: 15%, RHNA target ($76,660)($46,750)($41,208)($34,343)($54,352) Sourc es: RSG Page 1366 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 22 RSG then translated these per unit in-lieu fees to a per-square-foot basis for each of the prototypical housing development types. The in-lieu fee per unit is divided by the prototype unit square footage, taken from Table 2. The quotient represents the in-lieu fee per square foot, as illustrated in Table 14. Table 14: Calculated In-Lieu Fee per Unit and per Square Foot RSG calculated prospective in-lieu fees that are roughly equivalent to the cost of on -site compliance based on the on-site affordable unit production percentage of units, the income level targeting mix, and the projected funding gap. These costs will be different for each prototype due to their differing development economics. This approach to calculating potential in-lieu fees is an important departure from the existing Balanced Communities Policy which had a set a per unit in- lieu fee that had not been adjusted for many years and was not calibrated to the actual cost of compliance for different development types or with regard to changing market conditions. In fact, our analysis indicates that the existing Policy in-lieu fee is well below the actual projected cost of on-site compliance with the inclusionary requirement. RSG recommends setting the in-lieu fee to be more closely aligned with the actual projected cost of on -site compliance so that it is truly an equivalent alternative. Developers are typically motivated to seek the least costly path of compliance. When the adopted in-lieu fee is less than the actual projected cost to include affordable units on-site, developers are more likely to pay the in-lieu fee than provide units on site. Conversely, when the adopted in-lieu fee is greater than the actual projected cost to include units on-site, developers are more likely to include affordable units in their projects. With an in-lieu fee that is more closely aligned with the actual projected cost of including units on-site, developers will consider project-specific economics and other factors (such as community support and goodwill) to determine how they Single Family Resident ial Condo/ Townhome Lo w Density Mu ltifamily Med Density Multifamily High Densit y Mult ifamily Prototy pe Unit Square Feet 2,250 1,675 1,110 945 910 Des ign O ption 1: 10%, 50% low/50% mod Calc ulated In-Lieu Fee per Unit ($41,338)($22,122)($19,175)($14,876)($28,217) Calc ulated In-Lieu Fee per Square Foot ($18)($13)($17)($16)($31) Des ign O ption 2: 15%, 50% low/50% mod Calc ulated In-Lieu Fee per Unit ($62,006)($33,183)($28,762)($22,314)($42,326) Calc ulated In-Lieu Fee per Square Foot ($28)($20)($26)($24)($47) Des ign O ption 3: 10%, RHNA target Calc ulated In-Lieu Fee per Unit ($51,107)($31,167)($27,472)($22,895)($36,235) Calc ulated In-Lieu Fee per Square Foot ($23)($19)($25)($24)($40) Des ign O ption 4: 15%, RHNA target Calc ulated In-Lieu Fee per Unit ($76,660)($46,750)($41,208)($34,343)($54,352) Calc ulated In-Lieu Fee per Square Foot ($34)($28)($37)($36)($60) Sourc es : RSG Page 1367 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 23 choose to comply. Some cities may intentionally set an in-lieu fee amount that is lower than the actual projected cost of on-site compliance with the expectation that most developers will pay the fees rather than include affordable units on-site. Those cities will aggregate and contribute those funds towards projects that leverage regional, state, and federal funding sources to produce a greater number of affordable units at deeper affordability levels. Feasibility of Prototypes, Existing Policy, and Alternative Policy Design Options In the next phase of this Analysis, RSG evaluated the impact of the range of design options on the feasibility of development. This is an essential step before setting an inclusionary percentage requirement and associated in -lieu fee because setting them too high may deter residential development altogether, thereby increasing housing costs and negating the purpose of the Policy. To avoid this unintended consequence, the City can modulate program requirements or reduce the in-lieu fee to mitigate the cost impacts on development. As a measure of feasibility, RSG evaluated two common benchmarks used in real estate development investment decisions: projected “profit margin” and “yield on cost”. For evaluating ownership housing product type feasibility, “profit margin” is defined as development project value divided by development costs. As a rule of thumb, projected profit margin should exceed market cap rates by 1.5 to 2.5%. For multifamily rental product types, “yield on cost” is defined as stabilized net operating income as a percent of development costs . As a rule of thumb, the projected yield on cost should exceed market cap rates by 1.0%. For the purpose of this Analysis, RSG evaluated the feasibility of each for-sale housing prototype using a 7% minimum profit margin. With current cap rates for multifamily residential projects ranging from 4.25 to 5.5%, projected profit margins should range from 5.75 to 8% for ownership prototypes to be deemed feasible after applying the in-lieu fee. For the purpose of this Analysis, RSG evaluated the feasibility of the rental housing prototypes using a 5.5% minimum yield on cost. Based on current cap rates for multi -family residential projects, projected yield on cost should range from 5.25 to 6.5%. Using the metrics described above, RSG evaluated the feasibility of each of the residential prototypes (a) without any inclusionary requirement, (b) under the existing Policy, and (c) using the weighted costs of compliance under each of the potential design options illustrated in Tables 10-14. RSG’s analysis resulted in the following findings, as further illustrated in Table 15 below: • All residential prototypes are currently feasible without an y inclusionary requirement. • A 15% on-site affordable unit production percentage is infeasible for all prototypes. • A 10% on-site affordable unit production percentage is feasible for multifamily prototypes, but infeasble for ownership prototypes. This also indicates that on-site compliance with the existing Balanced Communities Policy is currently infeasible for ownership residential types. Page 1368 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 24 • The existing Policy in-lieu fee is feasible currently for all residential prototypes. However, as described earlier, the existing fee is outdated and does not match the actual projected cost of on-site compliance. • The maximum in-lieu fee that is projected to allow for feasible development under current market conditions would be $8 per square foot and $16 per square foot, respectively, for ownership and rental prototypes . With the exception of the medium density multifamily prototype, all of the recommended in -lieu fee amounts would be less than the average cost of on-site compliance. The City may wish to consider phasing in increases to these fee levels after the real estate development market improves so that they more closely approximate the projected cost of compliance with the on-site 10% inclusionary requirement. Page 1369 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 25 Table 15: Feasibility of Protypes, Existing Policy, and Recommended Policy Single Family Residential Condo/ Tow nhome Low Density Multifamily Med Density Multifamily High Density Multifamily Prototype Feasibility Pr ototype Unit Square Feet 2,250 1,675 1,110 945 910 Unit Mark et Value $786,683 $564,094 $654,000 $580,000 $765,333 Dev eloper Cos t per Unit $709,927 $512,614 $462,704 $411,557 $527,221 Dev eloper Retur n per Unit $76,756 $51,479 $191,296 $168,443 $238,113 Pr ofit Margin (For-Sale)10.81%10.04% Yield on Cos t (For-Rent)6.36%6.34%6.53% Minimum Profit Margin/Yield on Cos t 7.00%7.00%5.50%5.50%5.50% Feasibility Test Yes Yes Yes Yes Yes Existing Balanced Communities Policy On-Site Compliance Cost per Mark et Rate Unit*$41,300 $22,100 $19,200 $14,900 $28,200 On-Site Compliance Cost per Square Foot*$18 $13 $17 $16 $31 Pr ofit Margin with O n-Site Complianc e 4.7%5.5% Yield on Cos t with On-Site Complianc e 5.8%5.8%5.8% Feasibility Test No No Yes Yes Yes Ex is ting In-Lieu Fee per Mark et Rate Unit $12,440 $12,440 $12,440 $12,440 $12,440 Ex is ting In-Lieu Fee per Square Foot*$6.00 $7.00 $11.00 $13.00 $14.00 Pr ofit Margin with Existing Fee (For -Sale)8.90%7.44% Yield on Cos t with Ex is ting Fee (For-Rent)6.19%6.16%6.38% Minimum Feasibility Threshold 7.00%7.00%5.50%5.50%5.50% Feasibility Test Yes Yes Yes Yes Yes Recommended Balanced Communities Policy 10% of all units , 50% low/50% mod Rec ommended In-Lieu Fee Per Square Foot $8.00 $8.00 $16.00 $16.00 $16.00 Rec ommended In-Lieu Fee per Mark et Rate Unit*$18,000 $13,400 $17,760 $15,120 $14,560 Total Av erage Unit Cost with Recommended Fee $727,927 $526,014 $480,464 $426,677 $541,781 Dev eloper Retur n per Unit with Rec ommended Fee $58,756 $38,079 Pr ofit Margin (For-Sale)8.07%7.24% Yield on Cos t (For-Rent)5.77%5.81%5.83% Minimum Feasibility Threshold 7.00%7.00%5.50%5.50%5.50% Feasibility Test Yes Yes Yes Yes Yes * Thes e are estimates c alc ulated based on prototy pes and av erages . Sources : City of Chula Vista, California Department of Hous ing and Community Dev elopment, Cos tar, Parc elQ uest, CoreLogic , Real Estate Researc h Corporation, CBRE, RSG Page 1370 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 26 Based on the foregoing Analysis, RSG recommends an inclusionary housing policy with: • A 10% on-site production requirement; • Targeting 50% of affordable units for Low-income households and 50% for Moderate-income households; • An in-lieu fee of $8 per square foot for ownership product types; and • An in-lieu fee of $16 per square foot for rental product types. Page 1371 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 27 SECTION 6: CONCLUSION AND POLICY OPTIONS The following presents a summary of RSG’s policy recommendations: Policy Recommendations On-site affordable unit production requirement RSG recommends maintaining the on-site affordable unit production requirement of 10% at this time for all residential types. Although feasibility may be challenging under current market conditions for ownership prototypes to provide on-site units at this level, such conditions should improve over time. By setting an in-lieu fee that is relatively lower than the cost of on-site compliance, new development can remain feasible. Income-Level Targeting RSG recommends an affordability mix of 50% moderate and 50% low for for-sale and rental product types. The existing Policy also allows developers of all housing types, when opting for on-site affordable unit production, to provide 50% moderate and 50% low income units on site. Project Threshold Size Subject to Policy RSG recommends that all housing development, or at least developments with 10 units or more, contribute to affordable housing production through either the inclusion of affordable units or payment of a proportionate in-lieu fee. The existing Policy exempts residential developments with less than 50 residential units. Based on research of other inclusionary housing policies in the County, and RSG’s experience with inclusionary housing throughout the State of California, it is uncommon to exempt developments of less than 50 residential units. Some cities exempt developments of 10 units or less from the on-site affordable unit production requirement, while still requiring the proportional payment of an in-lieu fee for partial units. Exemptions RSG recommends the following exemptions: • Non-residential development • Projects for which the City enters into a Development Agreement that includes inclusionary housing obligations and alternative community benefits Page 1372 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 28 • Affordable housing developments, and residential development undertaken by a public entity other than the City (ie Housing Authority) • Homeless shelters, community care facilities, health care facilities, and single room occupancy units • Replacement dwelling units for units that were demolished or destroyed within the five years prior to the construction of the new unit • Accessory dwelling units • Home remodels and additions • Density bonus units • Mobile homes • Any development project otherwise exempt under State law Alternatives to On- Site Affordable Unit Production The existing Policy outlines several alternatives to on-site affordable unit production, including payment of the in-lieu fee, off-site unit production (by construction of new units, acquisition and rehabilitation of existing units, transfer of credits from the City or another developer, or provision of housing projects or programs to meet the special needs of certain population groups within the community) and public benefits that provide a more effective and feasible means of satisfying the requirement. R SG recommends considering the following additional alternatives to on -site production: • Land dedication within the development project area to an affordable housing non-profit developer or the City • Other means subject to City Council approval In-Lieu Fee Single Family/Condo $8 per square foot; and Multi-Family $16 per square foot. Presently, the in-lieu fee is $124,000 per required affordable unit (or $12,400 per market rate unit). RSG recommends several changes to the in-lieu fee, as follows: Page 1373 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 29 • Set the fee per square foot of residential space. Per square foot in-lieu fees encourage smaller and more efficient units, while increasing density. • RSG recommends revisiting the in -lieu fee on a periodic basis, such as every 3 to 5 years or as market conditions change significantly. Alternatively, the fee may be reviewed and adjusted in accordance with Housing Element cycles. • The Policy should be adopted by the City Council as an Ordinance, while the in-lieu fee should be adopted as a Resolution. This helps to streamline and separate amendments to the fee alone without reconsidering the full program and policies. Phased In Fee Increases The recommended in-lieu fee of $8 for single family and condo prototypes is below the current projected cost of providing 10% of affordable units on-site. The fee is set to allow such projects with a feasible option in-lieu of on-site compliance. RSG recommends considering a phase-in of fee increase(s) over time, and as market conditions improve, so that the in-lieu fee for ownership residential products better approximates the actual projected cost of on -site compliance (currently estimated at $13-18 per square foot). Phase in of increases also allows the residential development market to adjust the changes over time. On-Site Unit Production Development Standards The City may consider the following requirements for on-site unit production: • Affordable units should be reasonably dispersed throughout the residential development. • Affordable units should be proportional, in number of bedrooms, square footage, and location, to the market rate units. • Affordable units should be comparable to the market rate units in size, design, materials, finish quality, and appearance. • Affordable units should be permitted the same access to project amenities and recreational facilities as the market rate units. • Affordable units should be constructed concurrent with, or before the construction of the market rate units. Page 1374 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 30 • For phased projects, a proportional share of the required inclusionary units shall be provided within each phase of the residential project. Waivers or Reductions in Requirements At the discretion of the City Council or City Administrator, when it is determined that it is infeasible for a residential development to meet the on-site production requirement due to costs, or other factors such as health and safety issues, the City should require the developer to show economic hardship, as verified by an independent third -party review, at the developer’s cost. Incentive Credit Amendment The Incentive Credit formula or unit credit under the existing Policy requires revision. The incentive credit encourages developers to provide households with deeper affordability levels while reducing the overall required affordable housing obligation for the developer. Under the existing incentive credit option, the following unit credit is provided: • 2.0 unit credit for every Very Low-income unit in-lieu of a Moderate-income unit • 1.5 unit credit for every Low -income unit in-lieu of a Moderate- income unit • 0.5 unit credit for every Very Low-income unit in-lieu of a Low- income unit. As illustrated below, the 0.5 unit credit for Very Low - income units in-lieu of Low-income units results in a unit obligation that is double the original obligation. The developer’s reduced obligation is reduced by dividing the unit obligation by the unit credit. For example, a developer with a 300-unit residential project has an inclusionary unit obligation of 30 units (10%), including 15 Moderate-income units and 15 Low-income units: • If the developer proposes to build all Low -income units, the unit obligation would be calculated as follows: 15 Moderate-income units divided by 1.5 unit credit equals 10 Low-income units. The total unit obligation after accounting for the Incentive Credit is 25 Low-income units Page 1375 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 31 • If the developer proposes to build all Very Low -income units, the unit obligation would be calculated as follows: 15 Moderate-income units divided by 2.0 unit credit equals 7.5 Very Low-income units, and 15 Low-income units divided by 0.5 unit credit equals 30 Very Low-income units. Because the unit credit for Very Low -income units in-lieu of Low- income units is less than 1.0, it results in a n increase in Very Low-income units, which is not the intent of the Incentive Credit option. If the Incentive Credit were revised to align with affordability gaps, the Incentive Credit would provide the following unit credits to developers: • 6.0 unit credit unit credit for every Very Low -income for-sale unit in-lieu of a Moderate-income for-sale unit, and 3.5 unit credit unit credit for every Very Low-income for-rent unit in-lieu of a Moderate-income for-rent unit • 5.0 unit credit for every Low-income for-sale unit in-lieu of a Moderate-income for-sale unit, and 3.0 unit credit for every Low- income for-rent unit in-lieu of a Moderate -income for-rent unit • 1.5 unit credit for every Very Low-income for-sale or for-rent unit in-lieu of a Low-income for-sale or for-rent unit. Page 1376 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Presented By: RSG RECOMMENDATIONS Existing Policy Initial Policy Recommendations (Oct 2023) Revised Policy Recommendations (Mar 2024) Inclusionary Unit Requirement 10% 10% 10% Project Size Threshold * All new residential development with 50 or more units All new residential development, with pro rata in lieu fee for fractional units All new residential development with 10 or more units Ownership Housing Affordability Mix 50% moderate- and 50% low-income 50% moderate- and 50% low-income 50% moderate- and 50% low-income Rental Housing Affordability Mix 50% moderate- and 50% low-income 30% moderate-, 30% low-, and 40% very low-income 50% moderate- and 50% low-income ATTACHMENT 3 Page 1377 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda BUILDING INDUSTRY ASSOCIATION -----Of SAN DIEGO COUNTY AFFILIATES California Building Industry Association National Association of Home Builders March 22, 2024 Brian Warwick Housing Manager City of Chula Vista 276 Fourth Av enue Chula Vista, CA 91910 Re: Revised Inclusionary Housing Ordinance Comments Dear Brian , On behalf of the Building Industry Association of San Diego County (BIA), I'd like to thank you for the opportunity to provide comments to the City of Chula Vista's (City) revised draft amendments to the Inclusionary Housing Ordinance (Ordinance). We appreciate the willingness by City staff to meet with the BIA and consider the initial comments we provided last month. We also appreciate staff dedicating the time to host another briefing to review the revised language and answer questions from our members. After review, we are generally supportive of the revised amendments to the Ordinance but would like to provide the following two comments. First, we ask the City heed caution in lowering the threshold for application of the Ordinance from 50 units to 10 units. As mentioned previously, we believe this will reduce opportunities for infill development projects, particularly in the western portions of the City. Inclusionary requirements for small developments, and/or fractional in-lieu fees, will increase the barrier to entry for families redeveloping their own properties to build family wealth and significantly discourage infill development/redevelopment in Chula Vista. Second, in the future we believe the City may need to consider a cap on the application of the in-lieu fee. Since the fee will now be on a square foot basis, if the City is not seeing the development of family-sized homes, the in-lieu fee could be discouraging construction of those homes. As you know, it's important the City have varying housing options for its residents, and we want to ensure the City is not going to experience an overdevelopment of one particular housing type. We thank you for your willingness to work with the BIA in the development of this Ordinance, and appreciate the amount of time staff has dedicated. Sincerely, Lori Holt Pfeiler President & CEO BUILDINC INDUSTRY ASSOCIATION OF SAN DIECO COUNTY 9207 Spectrum Center Blvd., Suite 770, San Diego, CA 92723-7407 P: (858) 450-7227 / www.biasandiego.org Page 1378 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOME FED C O R P O R A T I O N Developing Classic New Communities 1903 WRIGHT PLACE, SUITE 220 CARLSBAD, CALIFORNIA 92008 www.homefedcorporation.com (760) 918-8200 main (760) 918-8210 fax 1 March 22, 2024 Brian Warwick Housing Manager City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 Re: Comments on the Revised Draft Inclusionary Housing Ordinance Dear Brian, HomeFed thanks the City for the opportunity to participate in the robust stakeholder engagement process undertaken between July 2023 and March 2024 related to the updating the Inclusionary Housing Ordinance. Staff’s iterative review of draft methodology, the ordinance, and the in-lieu fee structure with building industry stakeholders, and the incorporation of revisions responding to stakeholder input is appreciated. HomeFed invests significant time and resources in stakeholder participation with the City and crafting of comments. As such, we especially appreciate the thoughtful ordinance updates staff integrated into the March 5, 2024 version that directly responded to key concerns from the development community. Please accept this letter as supporting and reinforcing all comments in the letter from the Building Industry Association submitted on March 22, 2024. HomeFed supports City adoption of the March 5, 2024 version of the Inclusionary Housing Ordinance. We look forward to continuing this important stakeholder relationship with the City to support a financially feasible and sustainable development climate in Chula Vista. We thank you for the opportunity to provide input and appreciate the time and effort staff has dedicated. Sincerely, Nicholle N. Wright, AICP Community Development Project Manager Page 1379 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 1 Chris Stanley From:Brian Warwick Sent:Tuesday, April 16, 2024 10:05 AM To:Chris Stanley Subject:FW: Affordable Housing Changes From: mkocci@att.net <mkocci@att.net> Sent: Monday, March 18, 2024 11:55 AM To: Stacey Kurz <SKurz@chulavistaca.gov>; Brian Warwick <bwarwick@chulavistaca.gov> Cc: Maria Kachadoorian <mkachadoorian@chulavistaca.gov>; Tiffany Allen <TAllen@chulavistaca.gov> Subject: Affordable Housing Changes WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Stacey, I want to recognize the hard work you and the staff put in on the updates to the ordinance. Brian did a great job shepherding us through the process. Most notably we stake holders feel our concerns were understood, which is not always the case in other jurisdic Ɵons. I have reservaƟons with lowering the exempt status to 10 as I think it will have a nega Ɵve effect on infill projects, but Ɵme will tell. Good job, and this in part, is why CV enjoys a responsible and responsive relaƟonship with the development community. We recognize that we are partners with the City in shaping the future of Chula Vista. Kevin O’Neill Page 1380 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Date: To: From: Subject: May 10, 2024 Stacey Kurz, Director, Housing & Homeless Services Brian Warwick, Housing Manager Chris Stanley, Senior Planner City of Chula Vista Mark Sawicki, Director Brandon Fender, Senior Associate RSG, Inc. Inclusionary Housing Ordinance Unit Threshold for Exemption RSG prepared a Policy Study and In-Lieu Fee Analysis dated April 29, 2024, in support of a proposed draft ordinance that will codify and amend the City’s existing Balanced Communities Policy, also known as the Inclusionary Housing Ordinance (or “IHO”). Staff has recommended that all projects of less than 10 units be exempt from the inclusionary housing requirement. The Planning Commission has recommended increasing that exemption to projects of less than 25 units. RSG had indicated at the time that we did not see significant differences in feasibility among projects below 25 units to warrant setting an exemption at that or any other particular threshold. This memo provides further discussion on our research, analysis, and recommendations with regard to a unit threshold exemption. Housing Development Cost and Valuation Research RSG examined several data sources that are commonly used to evaluate development costs and valuation in order to isolate and determine measurable impacts on feasibility for projects of varying number of units. Development costs for our analyses were generated using Marshall Valuation Service (“MVS”), a standard industry source which has been used by appraisers to estimate building replacement costs since 1932. In addition to the analyses of construction costs using MVS, RSG analyzed the published total development costs of 24 recent California Tax Credit Allocation Committee (“CTCAC”) applications for new construction. Residential building valuation, rents, vacancy rates, and operating cost data were generated from Costar, which is the leading source of commercial real estate data in the US and includes data for over 28,000 units in Chula Vista alone. Intuitively, we would expect developers to see economies of scale for some development costs such as legal and accounting fees, appraisals, marketing, and special studies, which may be less dependent on project size. We would also expect some efficiencies with hard costs for larger and taller structures, such as those for fire sprinklers, and mechanical and electrical systems. The MVS model uses base building costs per square foot for different types of structures, and has various multipliers used to account for some differences that arise with scalability. However, we found that most development costs are scaling in direct proportion with the square footage of the building. Materials, labor, financing fees, and architecture and engineering fees, which collectively make up a majority of the development costs, will generally increase proportional to the development cost or size of the structure. The few costs with multipliers that show some economies of scale did not significantly impact the otherwise linear growth in total development cost in the range from zero to fifty units. RSG filtered 2024 CTCAC 9% tax credit applications to include only new construction of multifamily housing for large families, excluding senior, single room occupancy, rehabilitation, and adaptive reuse applications. Only one application meeting these criteria had 25 units or less and that project indicated costs of about $673 per square foot. For the 8 projects with 26 to 49 units, the weighted average cost per square foot was $665, slightly less than the cost per square foot for the 25-unit Page 1381 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda City of Chula Vista Inclusionary Threshold 5/10/24 Page 2 project. The weighted average cost per square foot for the 15 tax credit applications with 50 or more units was $522. This information suggests a cost savings as the number of units in a development increase, most significant for those over 50 units (about 22% less). However, this analysis is limited because it includes only a small sample of projects, includes projects across California in both rural and urban areas, and evaluates only 9% tax credit applications and there are variations in the costs of affordable multifamily and market rate multifamily developments. We also looked at the components of building valuation: rental income, operating expenses, cap rates, and sales prices. Again, we did not see any significant differences in valuation metrics for smaller (<10 unit) projects compared to projects with 25 or more units. The average gross income, operating expenses, and net operating income were all comparable. From the transaction side, sales prices and cap rates on an average per unit basis did not vary significantly based on the size of the development. This implies that either the development costs per unit are similar, or if the costs are actually higher per unit, then investors in smaller projects are accepting less than market rate returns on costs. While intuitively one might expect buildings with more units to experience economies of scale in costs, and a resultant edge in profitability, we have not found data sources aside from the limited tax credit application analysis that would directly support this finding. Considerations in Adopting a Unit Threshold for Exemption RSG typically recommends that when cities adopt inclusionary housing policies, that all new market-rate residential development participate on a proportionate basis, either by providing affordable units or paying a partial in-lieu fee. RSG also recommends that the in-lieu fee be set on a per square foot basis rather than a per unit basis. Under this framework, all residential developers are absorbing the same per square foot cost of compliance, regardless of the number of units or their sizes. Developments with larger unit sizes, however, will contribute more per unit than projects with smaller units and higher densities. This treats all development types the same and does not create an incentive to build fewer units for projects at or near the threshold in an effort to avoid the inclusionary unit or fee requirements. With a 10% inclusionary requirement and no unit threshold exemption, projects with less than 10 units would not be expected to provide an affordable unit. Instead, they would pay a partial in-lieu fee, relative to the amount of residential square feet being built. By establishing an exemption for projects with less than 10 units, there will be a resultant jump in costs for the 10th unit, ranging from $10,000 to $270,000 to include one moderate-income unit, depending on housing prototype, or payment of an in-lieu fee averaging $134,000 to $180,000 (at recommended per square foot levels). By establishing an exemption for projects with less than 25 units, there will be a jump in costs for the 25th unit that may range from $435,000 to $917,000 for including one moderate- income and one low-income unit, depending on housing prototype, or payment of an in-lieu fee averaging $335,000 to $450,000 (at recommended per square foot levels). Based on a review of potential residential development projects currently in the pipeline in Chula Vista, at least 5% are below 10 units (representing 0.1% of pipeline units) and 11% are below 25 units (representing 0.7% of pipeline units). We project that a unit threshold exemption below 10 units may result in foregoing at least 5 inclusionary affordable units, while a threshold below 25 units may result in foregoing at least 25 inclusionary units. If developers were electing to pay the in- lieu fee on these projects (at recommended levels), adopting either threshold may reduce the potential collection of in-lieu fees by about $1.2 million at 10 units, or about $5.7 million at 25 units. Wherever the threshold is set, there will be an incentive to build below the threshold. However, the higher the threshold, the greater the incentive becomes to avoid the jump in costs for compliance. A higher threshold will also reduce the number of affordable units and/or housing funds the City may receive. Page 1382 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda MASTER FEE SCHEDULE FEE BULLETIN Chapter 16 – Development & In-Lieu Fees 16-100 Development & In-Lieu Fees City of Chula Vista Development Services 276 Fourth Avenue, Chula Vista, CA 91910 October 2023 City of Chula Vista www.chulavistaca.gov New building projects are subject to Development Impact Fees. For expansion/renovation of existing projects, fees apply to the net increase in impact only, as determined by increase in dwelling units, gross acres, square feet, or vehicular trips. Pursuant to California Government Code Section 65852.2(f)(3)(A), Junior Accessory Dwelling Units and Accessory Dwelling Units of less than 750 square feet are exempt from all development impact and in-lieu fees. Accessory Dwelling Units 750 square feet or larger are charged proportionately to the primary residence, on a square footage basis. All rates are current as of the date of this Fee Bulletin. Development & In-Lieu fees may be set by Ordinance, Resolution, or Council Policy. PUBLIC FACILITIES DIF Applicable: Citywide Single Family, per dwelling unit (DU) Civic Center ...................................................... $4,180 Police ................................................................ $2,315 Corporation Yard................................................. $621 Libraries ........................................................... $2,403 Fire Suppression System .................................. $2,112 Program Administration ..................................... $831 Recreation Facilities ......................................... $1,824 Single Family Total PFDIF, per DU ................. $14,286 Multifamily, per DU Civic Center ...................................................... $3,960 Police ................................................................ $2,500 Corporation Yard................................................. $498 Libraries ........................................................... $2,403 Fire Suppression System .................................. $1,520 Program Administration ..................................... $787 Recreation Facilities ......................................... $1,824 Multi Family Total PFDIF, per DU.................. $13,492 Commercial, per gross acre Civic Center .................................................... $13,337 Police .............................................................. $10,934 Corporation Yard............................................ $10,570 Fire Suppression System .................................. $5,584 Program Administration .................................. $2,655 Commercial Total PFDIF, per acre ................. $43,080 Industrial, per gross acre Civic Center ...................................................... $4,214 Police ................................................................ $2,357 Corporation Yard.............................................. $4,978 Fire Suppression System .................................. $1,111 Program Administration ..................................... $839 Industrial Total PFDIF, per acre .................... $13,499 TRAFFIC SIGNAL FEE Applicable: Citywide Fee per vehicular trip ....................................... $48.22 See Master Fee Schedule Fee Bulletin 16-200 for Vehicular Trip Generation Table PARKLAND ACQUISITION & DEVELOPMENT The Parkland Acquisition and Development (PAD) fee consists of two fee components: land acquisition and park development. Applicable: Citywide. Parkland acquisition fees vary between eastern and western Chula Vista, as divided by I-805. Development fees are consistent citywide. Single Family, per dwelling unit Acquisition, west of I-805 ................................ $4,994 Acquisition, east of I-805 ............................... $12,676 Development, citywide .................................... $9,533 Total single family fee, west of I-805 ............ $14,527 Total single family fee, east of I-805 ............. $22,209 Multifamily, per dwelling unit Acquisition, west of I-805 ................................ $3,707 Acquisition, east of I-805 ................................. $9,408 Development, citywide .................................... $7,076 Total multifamily fee, west of I-805 ............. $10,783 Total multifamily fee, east of I-805 .............. $16,484 Mobile Home, per unit Acquisition, west of I-805 ................................ $2,337 Acquisition, east of I-805 ................................. $5,932 Development, citywide .................................... $4,461 Total mobile home fee, west of I-805 ............ $6,798 Total mobile home fee, east of I-805 ........... $10,393 Page 1383 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda October 2023 MASTER FEE SCHEDULE  FEE BULLETIN 16-100 Page 2 of 2 City of Chula Vista www.chulavistaca.gov EASTERN TRANSPORTATION DIF Applicable: East of I-805 Per Daily Vehicular Trip…………………………….$1,764.70 A list of residential ETDIF fee is provided below. Residential, per dwelling unit (DU) Low Density: 0 – 6 DU/gross acre .................. $17,647 Medium Density: 6.1 – 20 DU/gross acre ...... $14,117 High Density: > 20.1 DU/gross acre ............... $10,588 Senior Housing: > ............................................. $7,058 Residential Mixed Use: >20 DU/gross acre ....... $7,058 Note: Mixed Use projects are subject to both a Mixed Use Commercial rate for the commercial portion of the project AND the Mixed Use Residential rate for the residential units. WESTERN TRANSPORTATION DIF Applicable: West of I-805, except Bayfront area Per Daily Vehicular Trip………………………………..$532.20 A list of residential WTDIF fee is provided below. Residential, per dwelling unit (DU) Low Density: 0 – 6 DU/gross acre .................... $5,322 Medium Density: 6.1 – 20 DU/gross acre ........ $4,257 High Density: > 20.1 DU/gross acre ................. $3,193 Senior Housing: > ............................................ $2,128 Residential Mixed Use: > 20DU/gross acre ....... $2,128 BAYFRONT TRANSPORTATION DIF Applicable: Bayfront area Per Daily Vehicular Trip…………………………….$1,286.42 A list of residential WTDIF fees is provided below. Residential, per dwelling unit (DU) Low Density: 0 – 6 DU/gross acre .................. $12,864 Medium Density: 6.1 – 20 DU/gross acre ...... $10,291 High Density: > 20.1 DU/gross acre ................. $7,718 Senior Housing: > 4 DU/gross acre .................. $5,145 Residential Mixed Use: > 4 DU/gross acre ........ $5,145 PEDESTRIAN BRIDGE DIFs Otay Ranch Village 1, 2, 5, and 6 Pedestrian Bridge DIF Applicable: Otay Ranch Villages 1, 2, 5, and 6 Single Family, per DU ....................................... $1,117 Multifamily, per DU ............................................ $828 Otay Ranch Village 11 Pedestrian Bridge DIF Applicable: Otay Ranch Village 11 Single Family, per DU ....................................... $3,170 Multifamily, per DU ......................................... $2,350 EUC (Millenia) Pedestrian Bridge DIF Applicable: Millenia Eastern Urban Center Project Single Family, per DU ..................................... $615.13 Multifamily, per DU ....................................... $456.10 SEWER & DRAINAGE DIFs Poggi Canyon Sewer, Gravity Flows Applicable: Poggi Canyon sewer basin Fee per equivalent dwelling unit (EDU) .............. $265 Salt Creek Sewer, Gravity Flows Applicable: Salt Creek and Wolf Canyon sewer basins Fee per equivalent dwelling unit (EDU) ........... $1,800 INCLUSIONARY HOUSING IN-LIEU FEE Rental Housing Developments In-lieu fee per square foot of market-rate residential space ..................................................................... $16 Ownership Housing Developments In-lieu fee per square foot of market-rate residential space ....................................................................... $8 Page 1384 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Attachment 5 C:\Program Files\eSCRIBE\TEMP\1932246566\1932246566,,,Attachment 5 - CVMC 17.10.070 (Redline).docx Proposed Redlines to CVMC section 17.10.070 17.10.070 In-lieu fees for land dedication and/or park development improvements. A. In-Lieu Fees for Land Dedication. If, in the judgment of the City, suitable land does not exist within the subdivision or within the development if it is not part of a subdivision, or for subdivisions containing 50 lots or less, the payment of fees in lieu of land shall be required. In such cases, the required fee(s) shall be based on the area to be dedicated as set forth in CVMC 17.10.040. However, when a condominium project, stock cooperative or community apartment project exceeds 50 dwelling units, dedication of land may be required notwithstanding that the number of parcels may be less than 50. Where the City deems that a combination of dedication and payment, as provided in this chapter, would better serve the public and the park and recreation needs of the future residents of a particular subdivision or residential development, it may require such combination; provided, however, the City Council may, by resolution, waive all or any portion of said dedication or in- lieu fee requirements in the interests of stimulating the construction of housing for low- and moderate-income families. B. In-Lieu Fees for Park Development Improvements. If, in the judgment of the City, suitable land does not exist within the subdivision or within the development if it is not part of a subdivision, or for subdivisions containing 50 lots or less, the payment of fees in lieu of developing improvements shall be required. In such cases, the amount of the required fee(s) shall be based on the improvements required in CVMC 17.10.050. However, when a condominium project, stock cooperative or community apartment project exceeds 50 dwelling units, improvements may be required notwithstanding that the number of parcels may be less than 50. Where the City deems that a combination of improvements and payment, as provided in this chapter, would better serve the public and the park and recreation needs of the future residents of a particular subdivision or residential development, it may require such combination.; provided, however, the City Council may, by resolution, waive all or any portion of said improvements or in-lieu fee requirements in the interests of stimulating the construction of housing for low- and moderate-income families. In the event the City determines that the improvement of the parkland shall be delayed for a substantial period of time after the parkland has been dedicated, the subdivider or building Page 1385 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Page 2 permit applicant shall not be required to install such improvements, but instead shall pay the required fee(s) for the value of improvements required in CVMC 17.10.050. C. Land Uses Exempt from In-Lieu Fees. “Accessory Dwelling Units” and “Junior Accessory Dwelling Units” as defined in CVMC 19.58.022 and 19.58.023, respectively, are exempt from payment of in-lieu fees for parkland dedication and park development as they offer lower cost housing supply to low- and moderate-income families. Housing developments in which 100% of units, except any units reserved exclusively for use by staff, are restricted as affordable to persons or families of low or moderate income, as defined in California Health and Safety Code Section 50093, shall also be exempt from payment of in-lieu fees for parkland dedication and park development, provided that such units are restricted through a regulatory agreement, recorded in the official records of San Diego County, with the City of Chula Vista, the Chula Vista Housing Authority, the California Tax Credit Allocation Committee, or the California Department of Housing and Community Development. (Ord. 3424 § 3, 2018; Ord. 3303 § 1 (Att. A), 2014; Ord. 2945 § 5, 2004; Ord. 2886 § 1, 2002). Page 1386 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Attachment 6 Compliance Fees (Non-Bond) Cost of Service Analysis Description Staff FBHR Rate * Hours Service Cost (annually for 3,200 units) Proposed Fee Compliance Monitoring Contracted $75,000 $23.44 Monitoring Software Contracted $18,400 $5.75 Staff Administration and Oversight Housing and Homeless Services Staff (Blended Rate) $156.31 832 $130,046 $40.64 TOTAL RATE $69.83 *Fully Burdened Hourly Rate, effective September 1, 2023. Page 1387 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda MASTER FEE SCHEDULE FEE BULLETIN Chapter 19 – Housing Authority 19-100 General Housing Authority Fees City of Chula Vista Development Services 276 Fourth Avenue, Chula Vista, CA 91910 April 2018 City of Chula Vista www.chulavistaca.gov 619.585.5600 TEFRA HEARING FEE Applies to public hearings conducted pursuant to Section 147(f) of the Internal Revenue Code, in compliance with the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA). The TEFRA Hearing Fee shall only be charged if the City or Housing Authority does not serve as the Issuer of the subject bonds. TEFRA Hearing fee, non-refundable ............ $3,500 ISSUANCE DEPOSIT & FEE Issuance Deposit An issuance deposit shall be collected at the time of application submission. The deposit is nonrefundable, unless the Housing Authority or CDLAC declines the proposed financing. If the financing proceeds, the issuance deposit is applied to offset issuance fees at closing. Issuance deposit ........................................... $3,500 Issuance Fee The Housing Authority charges issuance fees associated with the application, preparation and issuance of multifamily housing revenue bonds on behalf of a Project Sponsor. Issuance fees shall be assessed based on the total original principal amount of the bonds (both tax-exempt and taxable) to be issued, and are inclusive of the TEFRA Hearing. Issuance fee ....................... 20 basis points (0.20%) Minimum Issuance fee ............................... $15,000 ANNUAL ADMINISTRATIVE FEE An annual fee for the ongoing administration and monitoring costs (e.g. financial and site monitoring, and annual reporting) of Housing Authority issued Bonds required throughout the Qualified Project Period and until expiration of the CDLAC Compliance Period, reportable to CDLAC. Administrative fees shall be assessed on a dwelling unit (DU) basis. Annual Administrative Fee 0 – 50 DUs .................................................. $13,000 51 – 199 DUs .............................................. $17,000 200 or more DUs ........................................ $21,000 Additional Staff Services ............ Full Cost Recovery COMPLIANCE FEES (NON-BOND) Applies to projects subject to a regulatory agreement or restrictive covenant enforced by the City of Chula Vista or the Chula Vista Housing Authority, including inclusionary and density bonus units. Projects subject to the Annual Administrative Fee applied to projects receiving Housing Authority issued bonds shall be exempt from the Annual Monitoring Fee. Project setup fees are due at the time of recordation of the agreement; monitoring fees are due annually upon invoicing. Project Setup Fee (per project) ....................... $300 Annual Monitoring Fee (per unit) ..................... $70 FULL COST RECOVERY For all full cost recovery fee items, an initial deposit shall be collected to cover the City’s full cost, including overhead, incurred in conjunction with review and processing as request by the applicant. Additional funds may be collected, as requested by applicant. Additional funds may be collected as required, to cover City costs. Should the application be withdrawn at any time, the deposit shall be adjusted to cover the City’s actual costs, Page 1388 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda May 2010 MASTER FEE SCHEDULE  FEE BULLETIN 16-200 Page 2 of 2 City of Chula Vista www.chulavistaca.gov 619.691.5021 including overhead, up to that time. Any funds remaining on deposit at the time of the completion or withdrawal of the application shall be returned to the depositor, after accounting for expenses incurred to date. See Master Fee Schedule Bulletins 1-100 and 1- 200 for additional discussion of full cost recovery and current hourly rates. Page 1389 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority Multifamily Mortgage Revenue Bond Policies Adopted by HA Resolution 2018-01 Revised 04-30-2018 and 05/21/2024 The City of Chula Vista expands the supply of affordable housing by issuing multifamily mortgage revenue bonds through the Chula Vista Housing Authority (“Housing Authority”), as allocated by the California Debt Limit Allocation Committee (“CDLAC”). Since 1993, the Housing Authority has issued mortgage revenue bonds to private developers to finance low- and moderate-income housing for families. Pursuant to CDLAC Regulation 5031(c), as an Issuer of bonds, the Housing Authority must have written policies setting forth its bond issuance procedures and post-issuance compliance procedures in conformance with the governing laws and regulations. 276 FOURTH AVENUE • BLDG C • CHULA VISTA • CA • 91910 • (619) 691-5047 • FAX (619) 585-5698affhousing@chulavistaca.gov www.chulavistaca.gov/housing Page 1390 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Summary  1 Chula Vista Housing Authority Multifamily Mortgage Revenue Bond Policies Summary Federal, state, and local legislation authorizes issuance of mortgage revenue bonds (“Bonds”) by local governments to finance the development, acquisition, construction and rehabilitation of multifamily housing rental projects (a “Project” or “Projects”) by a private property owner/developer, also known as the “Project Sponsor”. The interest on the Bonds is exempt from federal and state taxation. As a result, Bonds provide below market financing for qualified multifamily rental projects located in the City of Chula Vista (the "City”). This program (“Bond Program”) is administered by the Housing Authority and uses tax-exempt mortgage revenue bonds (“Bonds”) issued by the Housing Authority. There is no direct liability of the City or the Housing Authority in connection with the issuance or repayment of the Bonds. There is no pledge of the City’s or Housing Authority’s faith, credit, or taxing power and the Bonds do not constitute general obligations of the City or Housing Authority because the security for repayment of the bonds is limited to Project revenue and other sources specified in the documentation for the financing of the Project. Project loans are, in most cases, structured as a real estate loan, with the obligation to repay the bonds secured by a first deed of trust on the Bond-financed property. The program is self-supporting with the owner responsible for the payment of all costs of issuance and other costs and repayment of the obligations.    Our mission is to build strong families and to strengthen the social and physical fabric of the Chula Vista community by creating and sustaining decent, safe and affordable living environments to foster stability in the home and the neighborhood and empowering our diverse residents as change agents for their quality of life. Page 1391 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Summary  2 The goals of the Bond financing program include:  Preserving and increasing availability of quality affordable rental housing;  Encouraging economic integration within residential neighborhoods; and  Maintaining and enhancing a quality living environment for residents of affordable housing communities and the surrounding properties. All Projects requesting mortgage revenue Bond issuance are subject to the requirements in these guidelines. The Housing Authority reserves the right to make exceptions, at its sole discretion when deemed necessary. The Housing Authority guidelines and policies are subject to change. Page 1392 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Issuer  3 Issuer The Chula Vista Housing Authority (the “Housing Authority”) shall be the issuer of all Bonds financing Projects within the City, except as provided below. Bonds for Projects are intended to be non-recourse conduit financing in which the Housing Authority or the City will not be responsible for the repayment of debt. The Housing Authority and City will consider other issuing agencies as follows: CSCDA and Other ConduitsOutside Issuers Project Sponsors considering the use of any Bond issuers other thant the Housing Authority (“Outside Issuers”) should contact Housing Authority staff and obtain advance written approval prior to proceeding with the Project. The required Housing Authority public hearing for approval of Bonds by Outside Issuers will be held only if the Project Sponsor can demonstrate that an Outside Issuer is required to ensure project viability, such as when a financing proposal is part of a pooled issuance involving projects located in multiple jurisdictions and such pooled issuance results in significantly lower project costs. Any approvals by the Housing Authority on behalf of an Outside Issuer will include a provision that the owner, operator, or manager of the proposed project will not change without the prior written approval of the Housing Authority.The Housing Authority may agree to the issuance of Bonds by the California Statewide Community Development Authority (“CSCDA”) or a similar issuing conduit provided that the Housing Authority is not making a loan or grant to the Project and the Project is one of multiple projects being financed by the Project Sponsor through such issuing conduit agency in the same California Debt Limit Allocation Committee (“CDLAC”) round under a similar financing program so as to result in economies of issuance or financial feasibility of the projects. Special Circumstances Another agency may issue Bonds when merited by special circumstances of the Project and attendant financing. Where the Housing Authority is not the issuer of Bonds for a PrIoject, it shall be the Housing Authority’s policy to require such Outside Issuersthe issuer to assume full responsibility for issuance and on-going compliance of the Bond issue with federal tax and state laws.applicable state and federal laws. Where feasible, however, the City of Chula Vista/Housing Authority shall seek to hold a “The Equity and Fiscal Responsibility Act of 1986” hearing, better known as the “TEFRA Hearing” for such Project. Formatted: Font: 16 pt, Italic, Font color: Custom Color(RGB(95,118,180)), Character scale: 90% Formatted: Font: (Default) Palatino Linotype, 11 pt Formatted: Font: (Default) Palatino Linotype, 11 pt, Font color: Auto Formatted: Font: (Default) Palatino Linotype, 11 pt, Not Expanded by / Condensed by Formatted: Font: (Default) Palatino Linotype, 11 pt Formatted: Font: (Default) Palatino Linotype, 11 pt, Font color: Auto Formatted: Font: (Default) Palatino Linotype, 11 pt, Not Expanded by / Condensed by Formatted: Font: (Default) Palatino Linotype, 11 pt, Not Expanded by / Condensed by Page 1393 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Public Benefit  4 Public Benefit Each Project to be financed must demonstrate tangible public benefits to the community in which it resides before the Housing Authority is willing to act as an issuer for tax-exempt multifamily mortgage revenue Bonds. These benefits must conform to all federal and state requirements for tax-exempt multifamily mortgage revenue Bonds. Affordability for Rental Projects To ensure a public benefit, Project Sponsors must set aside a minimum number of the units in each project for lower income households. These units must be rented to , or held available for rent to, households at or below 50% or 60% of Area Median Income (“AMI”). For the purposes of this Bond Program, Area Median Income or AMI shall have the same meaning as “area median gross income” as defin ed under 26 U.S. Code Section 142(d); the income limits for each percentage of AMI shall be consistent with the Multifamily Tax Subsidy Project (“MTSP”) income limits published annually by the United States Department of Housing and Urban Development (“HUD”)very low-income or low-income tenants. The restricted units must proportionately reflect the mix of all units in the project, be distributed throughout the project, and have the same floor area, amenities, and access to project facilities as market-rate units. To be eligible for tax-exempt financing,Eligible Projects must meet the following minimum set-aside requirementsprovide a minimum of: Federal  Twenty percent (20%) of units shall be affordable rented to those very low-income households earning at or below fifty percent (50%) or below ofthe Housing AuthorityAMI. Median Income, adjusted for household size.thirty percent income limit appropriate OR  Forty percent (40%) of the units shall be affordable rented to those low-income households at or below at sixty percent (60%) or below the Housing Authorityof AMI. Median Income, adjusted for household size. State  A minimum of ten percent (10%) of the units shall be rented to households earning at or below 50% of AMI, with gross rents not to exceed 30% of the MTSP 50% income level.. Rents for these units shall be set according to the Rent Restrictions section below. Project owners must certify their tenants’ eligibility annually or as otherwise required by the Housing Authority in the applicable Regulatory Agreement. If a tenant is no longer eligible, the next available unit (if federal tax credits apply to the project, in the building in which the unit was located) must be rented to a new eligible tenant and the current tenant’s rent can be raised to a market level. A unit occupied only Page 1394 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Public Benefit  5 by students may not count towards the very low and low-income unit set-aside requirement. Affordability definitions are based on the AMI for the County of San Diego as established by the U.S. Department of Housing and Urban Development. The median income is subject to change annually. Page 1395 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Public Benefit  6 Rent Restrictions For purposes of the Housing Authority’s Bond Program, the maximum rent calculations for those units required to meet as the minimum set-aside for very low or low-income households and those required and by the adopted CDLAC Resolution shall be consistent with the methodology and rent restrictions published annuallyset forth annually by the California Tax Credit Allocation Committee (“CTCAC”). may not exceed one-twelfth of 30% of 50% of Area Median Income (“AMI”) for very low-income households or one-twelfth of 30% of 60% of AMI, adjusted for appropriate household size, as further defined in Section 50053 of the California Health and Safety Code. “Appropriate households size” is determined under Section 34312.3 (c)(1)(B) and (c)(2)(B) of the California Health and Safety Code consistent with Section 42 (g)(2)(C) of the Internal Revenue Code (the “Code”). Section 42 (g)(2)(C) requires that in calculating rents, occupancy of units is assumed to be one person in the case of a studio unit, two persons in a one-bedroom unit, three persons in a two- bedroom unit, four persons in a three- bedroom unit, and five persons in a four-bedroom unit. Maximum rents are further reduced by a utility allowance for tenant-paid utilities in the amounts determined by the Housing Authority. In the event tax-exempt bond projectss are subject to another regulatory agreement from a public agency, the used with Low-Income Housing Tax Credits, or any public funds, the more restrictive rents shall apply. If a set-aside unit is occupied by a household receiving a tenant-based rental subsidy such as a Section 8 Housing Choice Voucher, the gross rent may exceed the applicable unit restrictions as long as the household is receiving at least one dollar ($1) in federal subsidy.The maximum rent amounts will also apply to the contract rent if Housing Choice Voucher (HCV) tenants occupy the set-aside units. Term of Rental and Affordability Restrictions The Project must remain as rental housing and continuously meet the affordability requirements for the longest of (a) the Qualified Project Period (as defined in Internal Revenue Code of 1986), (b) such period as may be required by CDLAC (typically, 55-years from the date of the original issuance), (c) as long as the Bonds remain outstanding, or (d) such period as may be required, in the opinion of the City’s or Housing Authority’s Bond Counsel, to meet federal or state law. The City and/or Housing Authority reserve the right to impose additional affordability restrictions if the City or Housing Authority determines it is necessary to be competitive in the state allocation process or in compliance with applicable State laws. The affordability covenant remains in effect for not less than the agreed upon term, which may continue beyond the Qualified Project Period. It is intended that the affordability term will remain in effect beyond the retirement of the Bonds and expiration of any loan agreements. Projects that are financed with Low-Income Housing Tax Credits or any other public funds will be required to meet the requirements of TCAC or the more restrictive requirements of the applicable financing sources. A Bond Regulatory Agreement (“Regulatory Agreement”), consistent with the requirements of Section 5220 of the CDLAC regulations, containing the rental and affordability restrictions and all other Page 1396 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Public Benefit  7 commitments outlined in the CDLAC resolution and its Exhibits, to be incorporated and made an attachment of the Regulatory Agreement, will be recorded against the property and must be complied Page 1397 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Public Benefit  8 with by subsequent owners, as the Regulatory Agreement is a covenant that runs with the land. The Regulatory Agreement will be terminated upon expiration of restrictions or in the event of casualty loss or foreclosure, and the subsequent retirement of Bonds as a result of foreclosure. Project Sponsors must regularly verify compliance with the affordability terms outlined within the applicable Regulatory Agreement(s). The Housing Authority reserves the right to impose additional restrictionsreporting requirements to ensure ongoing compliance. State law requires advance notice and other requirements upon the termination of the affordability requirements. Some requirements also place restrictions on the sale of previously affordable housing projects. In addition, at the conclusion of the required affordability period, the rent of those “in-place” tenants will continue to be governed by the applicable affordability restriction, so long as those tenants continue to live in the development. Page 1398 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Priority Projects  7 Priority Projects Projects must consist of complete rental units, including kitchens and bathrooms. Projects are considered on a priority basis. They include Projects that will be instrumental to neighborhood turn- around, provide significant public benefit and preserve existing affordable housing. Affordable housing priorities:  Preservation Preservation of projects which are currently publicly subsidized, but at risk of losing affordability restrictions due to sale, termination, or public subsidy reductions.  Recapitalization Substantial rehabilitation of projects with affordability restrictions, including Projects that have reached the expiration of their 15-year tax credit compliance period, but only in conjunction with new mortgage revenue bonds, tax credits, and/or other affordable housing resources to the greatest extent feasible.  Balanced Communities Housing New construction to meet the Balanced Communities Policy of the City of Chula Vista’s Housing Element.  Rehabilitation and new production Substantial rehabilitation of other projects and new construction of affordable housing including low- income, mixed income, or workforce housing, with preference to projects in census tracts where the poverty rate is less than 30 percent; projects that meet revitalization goals. Page 1399 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Loan Terms & Conditions  8 Loan Terms & Conditions The terms and conditions of mortgage revenue bond loans shall be in accordance with CDLAC and TCAC requirements and the requirements of the lending institution specific to the Project. The following represents general terms. Maximum/Minimum Loan Amount The bond issuance and related loan amounts for individual projects are based upon project costs, interest rates, revenues available to pay debt service and the appraised value of the Project being financed. The Housing Authority may consider multiple properties as part of a single bond financing on a case by case basis. Interest Rate The effective Mortgage Rate is the aggregate of the applicable bond rate and the add-on fees charged under the program, such as lender, trustee, issuer’s fee, etc. The bond rate, for fixed rate bonds, is determined at the time of a bond sale and the resulting mortgage is typically below conventional mortgage rates. Loan Term The Project loans generally reflect a 30-year amortization schedule, although the bond maturity may be shorter. Affordability Term The affordability term is the lesser of 55 years or the longest affordability period of other financing sources, and is enforced through a recorded regulatory agreement. Page 1400 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Application Requirements  9 Application Requirements The Housing Authority requires each Project Sponsor complete a Housing Authority application. Applications must be submitted for all Projects seeking Bond financing where the Housing Authority will act as issuer or where the Housing Authority will sponsor or hold a TEFRA hearing. This includes all new money issuances requiring an allocation of bond authority from the California Debt Limit Allocation Committee (CDLAC), new 501(c)(3) issues, and refunding of existing bond issues. Applications must be submitted at least 90 days before the relevant CDLAC application deadline to allow enough time for Housing Authority review and approval. Applications that do not need CDLAC approval must be submitted at least 90 days before the desired Bond closing date. Any information provided in the application must be considered public information by State law.  Chula Vista Affordable Housing Application  Relocation Plan, if applicable – As required by CDLAC regulations (Section 5211 “Tenant Relocation”) if low-income tenants will receive a rent increase exceeding five percent (5%) of their current rent, then a relocation plan is required to address economic displacement. The relocation plan should be consistent with the Uniform Relocation Assistance and Real Property Acquisition Policy Act (42 U.S.C. 61). Project Sponsor Qualifications, Experience and Performance Project Sponsors, or its general partners, including administrative and managing general partners, or a principal in each, are required to have previous experience in the development and ownership of multifamily rental affordable housing projects. Housing Authority staff will review and approve the qualifications of the Project Sponsor and all partners in the ownership entity. As part of the Affordable Housing Application, Project Sponsors are required to submit:  Proposed or executed organizational documents of the Project Sponsor and ownership entity, including a detailed description of the role of each, if separate entities, throughout the regulatory period of the Project; and  Evidence of successfully participating in at least two projects over ten units in size and subject to a recorded regulatory agreement for at least three years prior to the application. The Housing Authority may require evidence projects have maintained positive operating cash flows and that all required reserves have been funded throughout the ownership period. Project Sponsors who are unable to meet qualifications and experience requirements will be required to partner with an entity that does have the necessary experience. Page 1401 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Application Requirements  10 The Housing Authority will NOT consider an application from a Project Sponsor if the following conditions exist:  Failure to use an allocation from CDLAC;  Out of compliance with or in default of the terms of any other City/Housing Authority financings or loans. Bonds & Tax Credits Due to Internal Revenue Service (IRS) limitations applicable to the fees charged by issues of tax-exempt bonds where the bond purchaser and the tax credit investor are the same or related entities, the Housing Authority will not issue bonds for Projects where the tax credit investor is all the same or a related entity to the bond purchaser. Exceptions may be granted on a case-by-case basis, at the discretion of the Housing Authority. Page 1402 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    The Process  11 The Process Application Applications must be submitted for all Projects seeking Bond financing where the Housing Authority will act as issuer or where the Housing Authority will sponsor or hold a TEFRA Hearing. Housing staff will review the application for feasibility. The Housing Authority reserves the right to require an independent study of any proposed Project, with all associated costs to be borne by the Project Sponsor. Determination of Readiness In its review of the submitted application, Housing staff shall determine if the project is in a state of sufficient “readiness” to proceed with the CDLAC application process. This includes the status of the Project in terms of the development process. All Projects must be in compliance with the City’s land use requirements and adopted plans. In general, a Project will be deemed “not ready” if the administrative or discretionary planning approvals will not be completed by the time of the CDLAC application. Issuance Deposit At the time of application, the Project Sponsor must pay an “Issuance Deposit” of $3,500 to fund preliminary costs incurred by the Housing Authority and its consultants. The remaining balance of the Issuance Fee shall be paid upon the closing of the Bonds. The Issuance Deposit is nonrefundable, unless the Housing Authority declines the proposed financing. If the financing goes forward, the fee will be applied to offset the Issuance Fee as a required cost of issuance at Bond closing. The Issuance Deposit may be waived by the Housing Authority Director or his designee. The Housing Authority Director or his designee may issue a waiver of the issuance deposit upon written request by the Project Sponsor along with evidence or other information establishing payment of such fee would impact the financial feasibility of the Project. The Housing Authority Director may approve, partially approve or deny such waiver within 10 business days of such request by providing written notification to the Project Sponsor. Project Sponsor’s Development Team Project Sponsors must submit a Disclosure Statement, identifying of all parties authorized to negotiate on behalf of the development entity, and identification of the development team responsible for the Project and credentials provided for the development team. The development team must include team members with a successful record of accomplishment in developing at least one affordable rental housing project of the type and scale proposed. Bonds should be placed with investors who are experienced in municipal securities investing and analysis or real estate credit underwriting. Page 1403 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    The Process  12 To the extent that consultants/contractors will be providing services on behalf of a Project Sponsor related to the requirements of these Policies, the Project Sponsor shall provide the Housing Authority with a written statement describing their relationship with the consultant/contractor and any rights the consultant/contractor has to income and obligations generated from any proposed bond issuance activity. Project Sponsors must not have a record of violation of Fair Housing and Employment Practice laws or regulations or of affordability clauses in recorded regulatory agreements of the City or other housing agencies or of discrimination. The Housing Authority shall approve each team member proposed by the borrower and reserves the right to require an independent study of the Project, at the sole cost of the Project Sponsor. Housing Authority Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel for the financing. The Housing Authority’s municipal advisor, underwriter, and bond counsel shall be selected as provided for by the City’s Charter and attendant Municipal Code and City requirements. Bond counsel and the municipal adviser specifically represent the interests and concerns of the Housing Authority and the City in ensuring the integrity of the bond transaction. The Project Sponsor will reimburse these costs at bond closing. The Project Sponsor may, at its own expense, add additional members to the finance team to represent its interests. Housing Authority Municipal Advisor The municipal advisor for each transaction will prepare a feasibility study considering the economics of the financing, including: evaluation of the financial strength of the project; assumptions regarding income and expense; sources of security bonds in addition to a mortgage on the project; the Project Sponsor’s financial situation and experience in operating and managing multifamily rental projects; marketability of the bonds; and rights and resources of parties to the transaction in the event of default. Further, the municipal advisor will provide finance advice on all relevant issues to best protect the interests of the Housing Authority and the City. Housing Authority Bond Counsel Bond counsel will prepare the necessary legal documentation for the bonds, including provisions regarding compliance with any applicable continuing disclosure requirements, provide and opinion regarding compliance with any applicable continuing disclosure requirements, provide an opinion regarding the validity of the bonds and their tax-exempt status (if applicable), and provide legal advice on relevant issues to best protect the interest of the Housing Authority and the City, including but not limited to the project monitoring requirement for federal tax, State Law and CDLAC purposes. Page 1404 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    The Process  13 Bond Underwriter/Remarketing Agent/Private Placement Purchaser The Project Sponsor shall select the construction and permanent lender/bond purchaser and the method of selling bonds for a given transaction subject to the requirements set forth herein and the approval of the Housing Authority. Except as provided in these Policies the Housing Authority will not allow a bond transaction where the tax credit investor is also the bond purchaser or a related party thereto. The practice of allowing the Project Sponsor to propose the lender and bond structure is intended to create an incentive for qualified financial firms to actively work the Project Sponsor to structure and present feasible financing proposals that meet program requirements. In the event the Project Sponsor has not identified a proposed financing structure for a given transaction, the Housing Authority will select an underwriter, lender or private placement purchaser through a request for proposals process. Bond Trustee/Fiscal Agent The Housing Authority shall select the Bond Trustee or fiscal agent (a financial institution designated by the Housing Authority as the custodian of funds and official representative of bondholders). Housing Authority Consideration In consideration of an application to CDLAC for a Bond allocation and the issuance of Bonds by the Housing Authority, the City and the Housing Authority must complete certain actions. Inducement Resolution A Bond inducement resolution (“Inducement Resolution”) will be drafted and approved by the Housing Authority. This is a conditional expression through the public record of the Housing Authority’s “official intent” to issue Bonds for a Project in order to induce others to provide project financing and is required for tax-exempt financing under Treasury Regulation Section 1.150-2(e). Adoption of the inducement resolution establishes, through the public record, the date from which project costs incurred may be determined to be eligible for financing under the Program with proceeds of tax-exempt bonds. Additionally, the Inducement Resolution authorizes the filing of an application to CDLAC on behalf of the Project Sponsor. Adoption of the Inducement Resolution does not represent any commitment by the Housing Authority, City, or the Project Sponsor to proceed with the financing. The Housing Authority retains absolute and unfettered discretion over the issuance of Bonds through adoption of a resolution authorizing such issuance. Adoption of the inducement resolution does not authorize any subordinate financing by the Housing Authority of the City. Furthermore, the adoption of the inducement resolution shall not be construed to signify the Project complies with the planning, zoning, subdivision and building laws and ordinances of the City or suggests that the Housing Authority or the City will grant any such approval, consent or permit that may be required in connection with the development of a given project. Page 1405 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    The Process  14 TEFRA Hearing and Approval In accordance with the Tax Equity and Fiscal Responsibility Act (TEFRA) of 1982 and Section 147(f) of the Internal Revenue Code of 1986, the issuance of Bonds must be approved by representatives of the governmental unit with jurisdiction over the area in which the project is located. The TEFRA Hearing will be conducted as a public hearing by the City Council on a date specified in a notice published at least 14 days in advance of the TEFRA hearing in a newspaper of general circulation within the City. The purpose of the public hearing is to provide an opportunity for interested persons to express their views on the proposed Bond issuance and on the nature and location of the Project. City’s Disclosure As a related entity of the City, the Housing Authority will adhere to the City’s Debt Issuance Policies (City Council Policy 220-05) as it may be amended from time to time, which applies to publicly offered bonds. The Housing Authority will present offering statements and disclosure documents for review and approval, as appropriate, by the City. Final Approval Staff Report If recommended for financing by CDLAC, the City’s Housing Department and Housing Authority’s Legal Counsel (including Bond Counsel) will proceed with a recommendation and all necessary documents for final approval of the Bond issuance by the Housing Authority. The report to the Housing Authority shall specify the approvals that are recommended, provide background on the project being financed, describe the financing structure, indicate any exceptions to the City’s investment policy, and describe the financing documents to be approved. The staff report should indicate if a separate City or Housing Authority financial assistance is being provided. However, the terms of that loan should be discussed in a separate staff report which, whenever possible, shall be submitted for the same agenda. The staff report may note that the Bond issue is contingent upon certain other approvals and may identify certain issues to be resolved at a later time. Substantially Final Documents The Housing Authority shall approve documents that are “substantially final” documents. Documents are in “substantially final” form if they identify the final security provisions and financing structure for the transaction. The Housing Authority’s Legal Counsel (including Bond Counsel) shall determine whether documentation is in substantially final form. CDLAC Applications for Bond Allocation Tax-exempt bonds (except 501(c)(3) bonds) require an allocation of Bond authority from CDLAC. To receive the allocation, the Housing Authority must submit an application to CDLAC on behalf of the Project Sponsor. The Inducement Resolution authorizes the submission of an application to CDLAC. The application must demonstrate readiness to proceed with Bond financing and compliance with applicable CDLAC regulations. Project Sponsors approved by CDLAC to receive an allocation of the Page 1406 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    The Process  15 State ceiling on qualified tax-exempt bonds must be prepared to use those allocations to issue Bonds within 90 days. The Project Sponsor must pay all required CDLAC fees in advance of application submittal. Housing Authority to File The Housing Authority is the applicant to CDLAC for each Project to be financed with tax-exempt Bonds issued by the Housing Authority. Submittal of the application is at the discretion of the Housing Authority, not the Project Sponsor. The Housing Department will submit all applications to CDLAC on behalf of Project Sponsors. The Housing Authority will not file a Project Sponsor’s CDLAC application unless the Project Sponsor had provided the Housing Authority with the CDLAC Performance Deposit and the Housing Authority’s Issuance Deposit. Project Sponsor to Prepare Application Each Project Sponsor shall take responsibility for preparing the CDLAC application for its Project with input from Housing Authority representatives, including its financing team and bond counsel. Performance Deposit At the time of application to CDLAC, the Project Sponsor must deposit with the Housing Authority one half of one percent (0.05%) of the requested allocation (or such other amount as may be required by CDLAC) as a performance deposit. The deposit will be returned to the Project Sponsor according to CDLAC procedures; the deposit is subject to reversion to CDLAC should the financing not close accordingly. Project Sponsors are advised to read CDLAC regulations. Bond Sale and Closing Timing The Bond sale and closing may commence only after the Housing Authority authorizes the Bond issue, including the distribution of a Preliminary Official Statement, if applicable. Investment Agreements If authorized by the Housing Authority, the Project Sponsor, through its representative, which may include the underwriter or municipal advisor, may solicit investment agreement providers for the purpose of reinvesting Bond proceeds and revenues. The investment agreement providers must meet the Housing Authority’s requirements and the requirements in the Bond resolution and trust indenture for the Bonds. The Housing Authority’s Bond counsel and the municipal advisor shall review the investment agreement solicitation forms, the eligible providers, and the investment agreements. Page 1407 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    The Process  16 Housing Authority Indemnity The Project Sponsor shall be required to provide to the Housing Authority, as a part of Bond documentation, an indemnity agreeing to defend and indemnify the Housing Authority, its members, officers, agents, employees, against any claim, judgment or settlement costs arising out of or involved in the financing, or in any of the documentation related thereto and the Project and volunteers to reimburse for all costs, expenses and attorney fees, in issuing the bonds and monitoring the Project. Page 1408 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Types of Bonds  17 Types of Bonds The Housing Authority may issue either tax-exempt or taxable bonds (which includes notes or other debt instruments), or both. Taxable bonds would generally be issued only in combination with tax- exempt bonds. Tax-Exempt Private Activity Bonds For all tax-exempt financing, bond and related loan amounts will be subject to the procedures of CDLAC. Private Activity Bonds Private activity bonds require an allocation of bond authority from CDLAC. To get the allocation, the Housing Authority must submit an application to CDLAC on behalf of the Project Sponsor. Submittal of the application is at the discretion of the Housing Authority, not the Project Sponsor. The Project Sponsor must pay all required CDLAC fees in advance of application submittal. 501(C)(3) Private Activity Bonds The Housing Authority may issue bonds described in Section 145 of the federal tax code on behalf of qualified not-for-profit organizations (“501(c)(3) bonds”). The interest on these 501(c)(3) bonds are tax- exempt and the bonds do not require an allocation from CDLAC. However, 501(c)(3) bonds cannot be used with the Low-Income Housing Tax Credit Program (LIHTC). Taxable Bonds The interest on taxable bonds is not exempt from either federal or state taxation. These bonds are not subject to federal volume "cap" limitations and therefore do not require an allocation from CDLAC. Taxable bonds can be used in combination with LIHTC. Taxable bond issues must meet all applicable requirements of State law requirements governing the Housing Authority’s authority to issue bonds and these Policies and Procedures (including rating requirements) and any such added regulations which may, from time to time, be promulgated by the Housing Authority. Bond Rating and Credit Enhancement The Authority requires that bonds for which it acts as issuer have a minimum rating in the “A” category, or its equivalent, or better by Standard and Poor’s (equivalent Moody’s or other bona fide agency rating also acceptable), except as noted below, OR the bonds be privately placed with a “sophisticated investor” as defined by the Housing Authority. The Housing Authority reserves the right to impose these minimum requirements on bond issues for which the Housing Authority issues bonds, or the Housing Authority or City holds a TEFRA hearing. A preferred way of obtaining the required rating on the Bonds is through credit enhancement. Additional outside credit support may be provided in a number of forms, including a letter of credit Page 1409 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Types of Bonds  18 (LOC), mortgage backed security (MBS), collateral pledge, bond insurance, etc., by rated, financial strong private institutions, such as government sponsored entities (including the Federal National Mortgage Association [Fannie Mae] or Federal Home Loan Mortgage Corporation [Freddie Mac]), other government insured mortgage programs, or other qualified credit enhancement providers. The form of credit enhancement must provide for a minimum rating in the “A” category by Standard and Poor’s (or the equivalent). The bond rating must be obtained by the closing of the bond issue. As the primary source of security for the repayment of the bonds, the credit enhancement provider will review and approve the borrower (credit, financial capability, experience, etc.) and the Project and its feasibility, including the size of the loan and the terms or repayment, using their own underwriting criteria. Fixed rate bonds can be issued without credit enhancement if the proposed financing structure results in the required minimum rating on the bonds. However, bonds issued without credit enhancement will only be sold to Qualified Institutional Buyer (“QIBs”) as defined under Rule 144A of the Securities Act of 1933 and in minimum $250,000 denominations, unless waived by the Housing Authority Director in his sole discretion. The Housing Authority Director or his designee may issue a waiver of the requirements of a QIB or minimum denominations upon written request by the Project Sponsor along with evidence or other information establishing justification. Upon consultation with its municipal advisor and legal counsel, the Housing Authority Director may approve, partially approve, or deny such waiver within ten (10) business days of such request by providing written notification to the Project Sponsor. Private Placement The bond rating requirement is waived if the entire bond issue is privately placed with QIBs or institutional “accredited investors,” (as defined in Sections 501(a)(1), (2), (3) or (7) of Regulation D promulgated under the Securities Act of 1933 or an entity in which all of the equity owners meet the requirements of at least one such subsection). It is the Housing Authority’s intent that bonds are placed with those investors who are experienced in investing in unrated municipal securities and can conduct their own analysis of real estate credit underwriting. Bonds must be sold in minimum $250,000 denominations, unless waived by the Housing Authority Director in his sole discretion. Unless approved by the Housing Authority, the bonds may not be held at any time by more than 15 investors. The Housing Authority reserves the right to require that a trustee or fiscal agent participate in privately placed bond transactions. All purchasers (including purchasers of participation interest in the bonds) would be required to sign an investor letter (“Investor Letter”) certifying the investor’s sophistication to understand the risk associated with the purchase of the debt instrument and restricting transfer of the bond issue to other Page 1410 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Types of Bonds  19 accredited or qualified investors in denominations of $250,000 and greater. While the note remains unrated, its transferability will be restricted to QIBs or institutional accredited investors who sign an Investor Letter and who would represent to the Housing Authority that they are accredited investors or QIBs, are buying for investment and not for resale, and have made due investigation of the information they would deem material in connection with the purchase of the bonds. Page 1411 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Use of Bonds  20 Use of Bonds Bonds issued may be used for both construction or rehabilitation and permanent financing. Bond proceeds may be used for costs of land acquisition (up to twenty-five percent (25%) of tax-exempt bond proceeds), construction rehabilitation, improvements, architectural and engineering services, construction interest, loan fees and other capital costs of the project incurred up to sixty days prior to the bond inducement date. Limitations on Use of Bonds Bond proceeds cannot be used to acquire property from a related party, as defined in CDLAC Regulations Section 5000, to the buyer. No more than 2 percent (2%) of the tax-exempt bond proceeds can be used to finance costs of issuance, such as the services of the financing team members, rating and printing of bonds, costs related to bond allocation, etc. Pursuant to federal tax-exempt requirements, if bonds are used for acquisition and rehabilitation, an amount equal to at least 15 percent (15%) of the portion of the acquisition costs of the building and related equipment financed with the proceeds of the bonds must be used for rehabilitation of the Project. The loans are assumable upon transfer of the Project with the approval of the credit enhancement provider or bond purchaser, and the Housing Authority Director or Assistant Director. Page 1412 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Costs of Issuance  21 Costs of Issuance The Multifamily Revenue Bond program is self-supporting. Project Sponsors must pay all costs of issuance at bond closing, including, but not limited to, bond counsel, underwriter, trustee and municipal advisor fees, as well as rating agency fees. Any deposits will be credited toward the cost of issuance at closing. Only two percent (2%) of the proceeds of a tax-exempt bond issue may be used to pay costs of issuance. Costs over two percent (2%) must be paid from other sources secured by the Project Sponsor including, potentially, the proceeds of taxable bonds. Housing Authority Fees TEFRA Hearing Fee The City of Chula Vista shall charge a fee of $3,500 for the administrative costs associated with holding a TEFRA hearing relating to a Project. The fee shall be payable prior to the date that notice of the TEFRA hearing is published. No separate TEFRA hearing fee shall be charged if the City or Housing Authority is issuing the bonds for the Project. Issuance Fee The Housing Authority provides its services to a limited segment of the public, more specifically housing developers, to obtain unique services and substantial economic benefits available to them only under the State of California’s tax-exempt bond program to issue the debt, not the least of which may be financing at interest rates substantially lower than conventional financing interest rates, if such rates are available, and/or the ability to obtain financing without equity compensation to the lender. In consideration of its application to the State and issuance of tax-exempt bonds for the financing of such private projects that have a qualified public benefit and economic benefit to the Project Sponsor, the Housing Authority receives compensation for its services in preparing bond issuances by charging an up-front fee payable at bond closing. The Issuance Fee shall be in an amount equal to 20 basis points (0.20%) of the total original principal amount of the bonds (both tax-exempt and taxable) to be issued, with a minimum fee of $15,000. The Issuance Fee shall not exceed the amount otherwise allowed by the Internal Revenue Service (“IRS”) for tax-exempt bonds. An Issuance Deposit of $3,500 will be collected at the time of application submission. The Issuance Deposit is nonrefundable unless the Housing Authority or CDLAC declines the proposed financing. The Issuance Fee Deposit is applied to the Issuance Fee at closing. The Issuance Deposit shall be applied to the Issuance Fee at closing. Page 1413 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Costs of Issuance  22 All remaining Issuance Fees will be collected at the closing of the bond issue except for issues requiring State of California volume cap. Issuance Fees for applications requiring State volume cap will be collected at the time of application submission to the State. No other fees will be collected unless and until the project financing closes, with the exception of projects requiring allocation of State volume cap. For projects requiring volume cap, the entire Issuance Fee is forfeited if the financing fails once the volume cap has been awarded by the State. If the application is withdrawn by the Project Sponsor, after submission to the State, but prior to the award of allocation, all fees except the Issuance Fee Deposit are refundable. Annual Administrative Fee The Housing Authority shall charge an annual fee (“Annual Administrative Fee”) to cover its ongoing costs associated with administration and oversight of outstanding bond issues and monitoring of regulatory restrictions (e.g. financial and site monitoring, and annual reporting) for bond issues required throughout the Qualified Project Period and until expiration of the CDLAC Compliance Period. The Annual Administrative Fee shall be in an amount equal to $13,000 for those Projects with 50 units or less, $17,000 for projects of 51 to 199 units and $21,000 for those projects of 200 units or more. Under no circumstances shall the Ongoing Issuer Fee exceed any limitation under Section 148 of the federal tax code. The first year Annual Administrative fee shall be paid at bond closing. Thereafter, the ongoing Annual Administrative will be due and payable, without the requirement for any invoice to be delivered to the Project Sponsor, in advance in equal semi-annual installments by January 15th and July 15th each year. The Annual Administrative fee will be paid throughout the CDLAC Compliance Period and as specified within the Regulatory Agreement, even if bonds are fully repaid prior to the expiration of the compliance period. The Housing Authority Annual Administrative fee shall be paid “above the line,” i.e., on a parity with bond debt service and trustee fees. This parity provides the greatest assurance that the Housing Authority’s fee will be paid, although it may reduce the amount that the Project Sponsor’s lender may be willing to underwrite. Additional monitoring fees may be charged for monitoring affordable housing units not governed by the Regulatory Agreement. Other Fees Additional fees may be applicable on a case-by-case basis for certain issues that arise that are outside the normal bond issuance process. Examples of such fees are, but not limited to, an IRS audit associated with bond issuance. The Housing Authority shall not be liable for any such fees and the sole responsibility of these other fees that may arise shall be the sole responsibility of the Project Sponsor. Page 1414 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Costs of Issuance  23 For staff time incurred, including legal counsel, the Project Sponsor may be charged for such time according to the then current hourly full cost recovery rate charged by the Housing Authority or legal counsel. Table 1: Summary of Housing Authority Fees TEFRA Hearing $3,500 Issuance Fee 20 basis points (0.20%) of the total original principal amount of bonds issued Issuance Deposit $3,500 Annual Administrative Fee $13,000 for 50 units or less $17,000 for 51-199 units $21,000 for 200 units or more Other Fees Full cost recovery Page 1415 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Refunding/Restructuring/Remarketing  24 Refunding/Restructuring/Remarketing On occasion, a Project Sponsor may ask the Housing Authority to refund its bonds to lower the interest rate, to remarket the bonds with a new credit enhancement, and/or to remarket the bonds as fixed rate bonds. The Project Sponsor will be responsible for all costs and fees related to the refunding. Optional Refunding Reasons to Refund Outstanding Bonds A Project Sponsor may ask the Housing Authority to refund its outstanding bonds for one of several reasons:  Lower the interest rate on fixed rate bonds at the call date (through the issuance of fixed rate or variable rate refunding bonds);  Substitute a new credit structure that was not expressly provided for in the existing documents; or  Restructure the existing debt. Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel to implement the refunding. Where possible and if desired by the Housing Authority, the financing team shall consist of the bond counsel, municipal advisor and, if applicable, underwriter that were retained for the original financing. The Project Sponsor will reimburse these costs at bond closing. Legal/Documentation New documents shall be prepared to meet the Housing Authority’s then-current legal, credit, financial, and procedural requirements and applicable then-current state or federal requirements. The Housing Authority shall follow the documentation process applicable to new bonds. Because the Housing Authority’s primary purpose in issuing multifamily housing bonds is to preserve and increase the supply of affordable housing in the Housing Authority, additional public benefit in the form of deeper income targeting, additional rent restrictions, including additional rent restricted units, the extension of the existing term of restrictions, or any combination therefore may be negotiated. The level of additional restrictions for public benefit will be determined in the context of the overall financial feasibility of each financing. Additionally, if federal or state affordability, income, and/or rent restrictions have changed between the time of the original financing and the refunding bonds, the more restrictive provisions shall apply. If new requirements are more restrictive than existing requirements, the new requirements shall be Page 1416 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Refunding/Restructuring/Remarketing  25 applied in phases to new tenants over a period of time, not to exceed five (5) years, as determined by the Housing Department staff and it’s Attorney. The provisions of Section 52080(g) the California Health and Safety Code shall apply to projects financed under this Program, which requires that low-income units remain affordable, except in certain circumstances, until thirty (30) years after the commencement of the Qualified Project Period. Except in limited circumstances, the provisions of Sections 65863.10 and 65863.11 of the California Government Code shall apply to projects financed under this Program and Project Sponsors are advised to review the requirements of these Sections. Bond Maturity Subject to the approval of bond counsel, the final maturity of the refunding bonds may be later than the final maturity of the prior bonds so as to allow the Project Sponsor the longest possible period for repayment under federal law. A minimum of ten percent (10%) of the units in the Project will be required to be set aside for occupancy by very low-income households earning at or below fifty percent (50%) or below the Housing Authority Median Incomeof AMI, with rents set at the corresponding affordability level for the term of the restructured bonds. Compliance The Housing Authority shall not proceed with a refunding if the Project is not in compliance with the current regulatory agreement, continuing disclosure reporting, or arbitrage rebate reporting and payment. Fees The Project Sponsor shall pay the following Housing Authority fees in connection with the refunding:  Issuance Fee The Housing Authority shall charge an Issuance Fee in accordance with the Housing Authority’s current policy on Issuance Fees for new projects.  Annual Monitoring Fee The Housing Authority shall continue to charge the same annual fee for monitoring the Project as for the original bonds. Such fee shall not be reduced even if the refunding bond size is lower. The Project Sponsor is also responsible for all other costs of the Housing Authority to cover the issuance of bonds to refund outstanding bonds (e.g. costs of munici pal advisor, bond counsel and trustee, if applicable). Page 1417 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Refunding/Restructuring/Remarketing  26 Cash Flow Savings Cash flow savings from refunding fixed rate bonds at a lower fixed interest rate or a variable rate shall be applied as follows:  Projects with a Housing Authority or City Loan A portion of the projected cash flow savings, to be determined by the Housing Division, shall be used to accelerate the repayment of the Housing Authority loan, subject to restrictions in existing documents.  Projects with No Housing Authority or City Loan The Housing Authority Housing Department shall require the Project Sponsor to provide affordability or other financial concessions to the Housing Authority as a condition for refunding. Such concessions may include increasing the percentage of affordable units and extending the term of affordability restrictions. Housing Authority Approval All refunding bonds and related legal documentation must be approved by the Housing Authority in accordance with the procedures set for the issuance of new bonds. Page 1418 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Refunding/Restructuring/Remarketing  27 Default Refunding In the event of a default on the bonds or the underlying mortgage, a fixed rate bond issue may be refundable in advance of the call date without premium. The issue does not arise with variable rate bonds, as such bonds are callable at any time. Default refunding bonds are an area of potential sensitivity for the Housing Authority as it will not want a Project Sponsor to manufacture a default to take advantage of more favorable interest rates. Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel to implement the refunding. Such selection shall be made in compliance with the City’s Charter and attendant Municipal Code requirements. Where possible and if desired by the Housing Authority, the financing team shall consist of the bond counsel, municipal advisor and, if applicable, underwriter that were retained for the original financing. The Project Sponsor will reimburse these costs at bond closing. Confirming the Default To confirm a default, the Housing Authority must receive a notice from an independent party, such as the bond trustee. If applicable, notice of cash flow insufficiency is then filed as part of the Continuing Disclosure Certificate. In addition, the Housing Authority shall retain, at the expense of the Project Sponsor, an independent feasibility consultant to review the default. The Housing Authority will proceed with the transaction only if a review by staff and the independent consultant indicates that:  Net cash flow from the Project is currently insufficient to pay debt service on the outstanding bonds and is unlikely to do so within a reasonable period;  The Project is being operated in accordance with reasonable real estate management practices and the net operating income has not been artificially reduced by failing to rent units actively, inflating operating expenses, or other reasons within the control of the Project Sponsor; and  The Project Sponsor has provided audited operating statements, Continuing Disclosure filings (if applicable), and arbitrage rebate reports for all years, has cooperated in providing requested information, and has used operating income and other resources to pay debt service. Additional Requirements  Indemnification The Housing Authority shall be indemnified as to any costs incurred as a result of the refunding, under terms approved by the Housing Authority’s Legal Counsel. Such indemnification shall come from a party or parties with adequate net worth or other financial capacity and whose assets are not limited to ownership of the Project. Page 1419 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Refunding/Restructuring/Remarketing  28  Future Debt Coverage The analysis of the feasibility consultant shall show that, upon the refunding, the Project’s current net operating income will be at least sufficient to pay the revised debt service plus a reasonable coverage ratio (or adequate non-bond proceeds will be available to cover such deficiencies). In other words, the Housing Authority shall not proceed with the refunding if it will not cure the cash flow problem.  Bond Counsel Review Bond counsel shall have determined that the original bond and disclosure documents provided adequate disclosure of such a potential redemption and that the provisions of the prior documents have been satisfied.  Compliance Fees The Housing Authority shall not proceed with a refunding if the Project is not in compliance with the current regulatory agreement, continuing disclosure reporting, or arbitrage rebate reporting and payment. The fees and expenses of the feasibility consultant, municipal advisor and bond counsel shall not be contingent on their findings or completion of a refunding. The Housing Authority shall require that the Project Sponsor deposit the estimated fees and expenses with the Housing Authority prior to the commencement of any analysis. Affordability Restrictions The affordability requirements for a default refunding shall be the same as those listed under “Legal/Documentation” for an optional refunding. Housing Authority Approval The Development Services Department’s Housing Division, in conjunction with the Finance Department and Housing Authority’s Legal Counsel, shall obtain final Housing Authority approval authorizing the bond issue and execution of the relevant documentation. A recommendation of default refunding by Housing Authority staff shall only be given after an initial analysis of feasibility is performed, a default is confirmed, and it is determined that a refunding will cure the cash flow problem. Housing Authority Fees The Housing Authority shall charge the same Issuance Fee and annual monitoring fee that it otherwise would in conjunction with a new bond issue. Page 1420 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Refunding/Restructuring/Remarketing  29 REMARKETING A Project Sponsor may ask the Housing Authority to remarket outstanding bonds under one of three basic scenarios: (1) converting variable rate bonds to fixed rate bonds; (2) a mandatory tender of bonds; or (3) substituting a new credit enhancement for the bonds in accordance with existing documentation. Bond Counsel & Financing Team The Housing Authority shall reserve the right to select and approve the municipal advisor, underwriter (if applicable), and bond counsel to implement the refunding. Where possible and if desired by the Housing Authority, the financing team shall consist of the bond counsel, municipal advisor and, if applicable, underwriter that were retained for the original financing. The Project Sponsor will reimburse these costs at bond closing. Legal/Documentation A remarketing of fixed rate bonds will not require new legal documentation. However, the Housing Authority’s Legal Counsel, in conjunction with bond counsel, may require a new disclosure document. A remarketing of bonds with a new credit enhancement may require amended documentation, as well as a new disclosure document, as determined by the Housing Authority’s Legal Counsel and bond counsel. Fees A remarketing will not result in the payment of additional or revised Housing Authority issuance or annual fees. However, the Housing Authority shall recover its actual remarketing administrative costs incurred (estimated to range from $10,000 to $25,000) from the Project Sponsor. Housing Authority Approval All remarketed bonds and any related documentation shall be approved by the Housing Authority prior to any remarketing. Page 1421 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  30 Post-Issuance Compliance Procedures As an issuer of Bonds awarded allocations from CDLAC, the Housing Authority must attest to the adherence with CDLAC requirements for each development that is still in its monitoring period to ensure that Bond funds are spent appropriately and to ensure that rents assessed to tenants meet the terms of the Bond Regulatory Agreement. The Housing Authority performs Bond compliance monitoring duties for CDLAC as defined under Section 5220 of the CDLAC regulations. The Housing Authority shall maintain documents related to its issuance of the Bonds, loan, and ongoing monitoring of the Project in compliance with the City’s Document Retention Policy. Use of Bond Proceeds and Bond-Financed or Refinanced Assets The Project Sponsor shall be responsible for:  Monitoring the use of bonds proceeds and the use of bond-financed or refinanced assets (e.g. facilities, furnishings or equipment) throughout the term of the bonds to ensure compliance with covenants and restrictions set forth in the documents relating to the bonds;  Maintaining records identifying the assets or portion of assets that are financed or refinanced with proceeds of each issue of bonds, including a final allocation of bond proceeds;  Consulting with bond counsel and other legal counsel and advisors in the review of any contracts or arrangements involving use of bond-financed or refinanced assets to ensure compliance with all covenants and restrictions set forth in the documents related to the bonds;  Maintaining records for any contracts or arrangements involving the use of bond-financed or refinanced assets;  Conferring at least annually with personnel responsible for bond-financed or refinanced assets; and,  The extent that the Project Sponsor discovers than any applicable tax restrictions regarding use of bond proceeds and bond-financed or refinanced assets will or may be violated, consult promptly with Bond Counsel and other legal counsel and advisors to determine a course of action to remediate all nonqualified bonds, if such counsel advises that a remedial action is necessary. Record Keeping The Project Sponsor shall be responsible for maintaining the following documents for the term of each issue of bonds (including refunding bonds, if any), and at least three additional years:  A copy of the bond closing transcript(s) and other relevant documentation delivered to the Project Sponsor or in connection with the closing of the bond issue; Page 1422 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  31  A copy of all material documents relating to capital expenditures financed or refinanced by bond proceeds, including (without limitation) construction contracts, purchase orders, invoices, trustee requisitions and payment records, draw request for bond proceeds and evidence as to the amount and date of each expenditure of bond proceeds, as well as documents relating to costs paid or reimbursed with bond proceeds and records identifying the assets or portion of assets that are financed or refinanced with bond proceeds, including a final allocation of bond proceeds;  A copy of all contracts and arrangement involving the use of bond-financed or refinanced assets; and  With respect to any investment of bond proceeds or collateral securing the repayment of the bonds, a copy of all records of investments, investment agreements, arbitrage reports and underlying document, including trustee or fiscal agent statements, in connection with any investment agreements, and copies of all bidding document, if any. For housing bond financings subject to the requirement of Section 142 (d) of the Code, as amended, the Project Sponsor shall be responsible for maintaining, until the end of the qualified project period within the meaning of Section 142 (d)(2)(A) of the Code, and at least three (3) additional years a copy of all records evidencing compliance with the requirements of Section 142 (d) of the Code, including tenant income verifications, leases and tenant records. Such records shall be made available to the Housing Authority at its reasonable request. Records for the current year and preceding two (2) years shall be available at the Project site at such time the Housing Authority provides notification of a monitoring of the Project at the site. The Project Sponsor, in the document relating to the bonds and/or other documents finalized at or before the issuance of the bonds, shall agree to the forgoing records retention requirements and procedures. Annual Certification of Public Benefits and On-going Compliance As required by CDLAC regulations, all projects that receive a CDLAC bond allocation and are within an existing regulatory period and/or compliance period, shall be monitored by the Housing Authority for compliance with the terms and conditions of the CLDAC resolution. The Housing Authority may choose to hire an outside compliance monitoring firm to assist with such requirements. The Housing Authority utilizes FOCUS® a housing compliance monitoring and reporting software for submittal of Project rent rolls. It is acknowledged that the Housing Authority is required to collect, review, and submit to CDLAC the Certification of Compliance I, Certification of Compliance II and CDLAC Completion Certificate for each issuance bonds, when applicable. Each year, by March 1st, the Housing Authority submits such Page 1423 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  32 certifications to CDLAC in such format as required by CDLAC, and must certify as the issuer that all of its Bond-funded developments are complying with the features originally identified in application to CDLAC and contained in Attachment A to the CDLAC resolution. Annually, on or before February 1st of each year until the expiration of the later of the qualified project period or compliance period under the applicable CDLAC Resolution and Regulatory Agreement, Project Sponsor and/or their representatives, are required to submit to the Housing Authority the following information and forms as follows:  Certification of Delivery of Public Benefits and Continuing Program Compliance (attach validating back-up information on services contracts, services types, and services frequency)  Annual QRRP Certification of Compliance I or II form, as applicable (Must be submitted and signed on project sponsor letterhead)  IRS Form 8703 Annual Certification of a Residential Rental Project  If property did not already submit its rent roll for this previous year via FOCUS®, the City’s/Housing Authority’s housing compliance monitoring and reporting software, then submit rent roll as of December 30th. Else, resubmission of September 30th rent rolls is not required.  If CDLAC adopted a new Exhibit A to its CDLAC resolution in the most recent year, the most recent Exhibit A  If the project ownership has changed since the Bonds were first issued, provide: o Completed Legal Status Questionnaire (attached to Certification of Delivery of Public Benefits form) o W-91 Attachment o Partnership organizational chart with principals and officers of each entity of the new partnership identified (see sample forms attached). Project Sponsors and/or representatives are required to maintain the above records and any other records required by the Housing Authority or CDLAC for the term prescribed in the Bond, Regulatory Agreement, or any other legal requirement (including applicable period which may be subject to audit) whichever is the longest. All required forms for submittal to the Housing Authority for monitoring purposes can be found on the City of Chula Vista Rental Housing Compliance website at Page 1424 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  33 http://www.chulavistaca.gov/departments/development-services/housing/building- affordable-housing/rental-housing-compliance. The Housing Authority shall review the Project Sponsor’s Certificate of Compliance, all other documents submitted and may request additional supporting documents that evidence compliance as necessary in the sole reasonable discretion of the Housing Authority. IRS Form 8703 The Project Sponsor is required to submit IRS Form 8703 annually to the IRS on or before each March 31st as long as the bonds are outstanding. Form 8703 provides annual information to the IRS to help them determine whether a project continues to be a qualified residential rental project under Section 142 (d) of the Code, as amended. Monitoring For projects receiving an allocation of bond authority from CDLAC after December 31, 2016, CDLAC requires that a review of twenty percent (20%) of all management files associa ted with federally bond- restricted units either on-site or electronically be performed upon project completion and a minimum of every three (3) years thereafter. Non-Compliance For projects which are not satisfying the terms and conditions stated in the CDLAC Resolution, the Housing Authority will provide written notification of such non-compliance to the Project Sponsor and provide two (2) weeks for Project Sponsors to provide any further information or documentation that may demonstrate continuing compliance. Should the Housing Authority determine such non- compliance continues to exist, the Housing Authority will work with its legal counsel and CDLAC staff to institute remedial action, as necessary, including an action for specific performance or other available remedy, as may be specified within the Regulatory Agreement, Loan Agreement or other loan related documents. The Housing Authority may disqualify a bond application from any Project Sponsor or member of the development partnership who is not in compliance with the Housing Authority’s or CDLAC’s post issuance compliance requirements, guidelines, policies as determined by the Housing Authority and/or by CDLAC. Transfer of Ownership The Housing Authority reserves the right to approve any voluntary change in ownership of a bond- financed project (i) to another owner; (ii) that results in a transfer of fifty percent (50%) or more of the total equity interests in a project owner or (iii) that results in a transfer of any general partner or managing member interest in the project owner. Such approval of transfer ownership shall be at the discretion of the Housing Authority subject to any additional requirements set for in the applicable tax certificate or Regulatory Agreement. The Housing Authority shall review management practices of the Page 1425 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  34 proposed transferee’s current and previously owned multifamily housing rental properties. Any proposed transferee (including individuals with an ownership) whose currently owned multifamily housing rental properties have been found by the Housing Authority to have deficiencies that have not been resolved within the time frame prescribed by the City, Housing Authority, or other local government authorities, may not assume ownership of or an ownership interest in an any bond- financed project. The Housing Authority may initiate additional inspections to verify findings. Carryforward Election With respect to each allocation of tax-exempt private activity bond issue authority to the Housing Authority in a given calendar year for which less than all of the allocation volume cap was used, the Housing Authority staff shall contact CDLAC requesting confirmation of the amount, if any, of carryforward election the Housing Authority shall make under Section 146(f) of the Code and the Housing Authority will timely file a Form 8328 with the IRS. Arbitrage Rebate Compliance The Project Sponsor shall comply with all applicable federal tax laws set forth in the tax or arbitrage certificate and bond documents, including arbitrage rebate compliance. Upon request, the Project Sponsor shall provide the Housing Authority documentation that verifies the Project Sponsor’s compliance with federal tax laws set forth in the tax or arbitrage certificate and bond documents, including rebate compliance reports. Other Required Disclosures The Project Sponsor shall be solely responsible of any and all disclosures under any applicable Securities and Exchange Commission and any Municipal Securities Rulemaking Board (MSRB) rules, requirements and regulations, including but not limited to fixed rate bond issuance with Fannie Mae and/or Freddie Mac involvement. Page 1426 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  35 SAMPLE FORMS TO FOLLOW Page 1427 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  36 Page 1428 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority Post-Issuance Compliance Procedures  37    Formatted: Indent: Left: 0" Page 1429 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority Post-Issuance Compliance Procedures  38   Formatted: Indent: Left: 0" Page 1430 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  39   Formatted: Body Text, Indent: Left: 0.72" Page 1431 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  40   Formatted: Body Text, Indent: Left: 0.74" Page 1432 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  41       Page 1433 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  42 Page 1434 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  43 Page 1435 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  44  Page 1436 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  45   Page 1437 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  46   Page 1438 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  47   Page 1439 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  48   Page 1440 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  49   Page 1441 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    Post-Issuance Compliance Procedures  50     Page 1442 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    INDEX  51 INDEX Bond Issuance Application and supporting documents requirements ................................................................................ 9 Fee Structure for issuance and ongoing annual administration................................................................ 21 Requirements for inducement & TEFRA Resolutions and TEFRA public hearings .............................. 13 Parameters for issuer liability for bond issuance or repayment of bonds ................................................. 1 Indemnification requirements with respect to the financing and the project ......................................... 15 Procedures and requirements for private placement purchases and public sales of bonds ................. 17 Underwriter selection criteria and procedures............................................................................................ 13 Credit enhancement requirements ................................................................................................................ 17 Bond Counsel selection criteria and procedures ......................................................................................... 12 Loan to value restrictions/limits ...................................................................................................................... 8 Interest rate restrictions/limits ......................................................................................................................... 8 Requirements for offering materials or disclosure documents ................................................................. 14 Maximum loan amount .................................................................................................................................... 8 Minimum bond ratings ................................................................................................................................... 16 Minimum/maximum bond denominations ................................................................................................. 17 Limitations on uses of bond proceeds .......................................................................................................... 20 Rent and income limitations (if applicable) ................................................................................................... 4 Affordability requirements .............................................................................................................................. 5 Public benefit requirements ............................................................................................................................. 4 Debt to income requirements ........................................................................................................................... 8 Local review and approval requirements .................................................................................................... 11 Review procedures and requirements for financing structure, financing documents and tax-exempt status ............................................................................................................................................. 11 Developer and ownership partnership requirements and limitations ....................................................... 9 Property management requirements and limitations ............................................................................... n/a Management plan requirements ................................................................................................................. n/a Page 1443 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chula Vista Housing Authority    INDEX  52 Procedure for determining developer fee and developer fee limits ........................................................... 8 ID any third-party contractors and describe rights, obligations and limitations of third- party contractors .............................................................................................................................................. 12 Exceptions/waivers of policy requirements and procedures for requesting a waiver ..................... 11, 18 Post Issuance Compliance Identification of third-party contractors engaged in compliance verification, reporting and/or auditing and describe rights, obligations and limitations of third-party contractors ............................ 30 Identification of parties responsible for compliance verification and reporting..................................... 29 Commencement of Qualified Project Period and reporting requirements and procedures ................................................................................................................................................ 30 Compliance forms for reporting .................................................................................................................... 34 Compliance verification, reporting and auditing procedures: .................................................................. 30 Affordability (i.e.: # of units at 50% AMI and 60% AMI) (QRRP only) ...................................................... Income limits (QRRP only) ............................................................................................................................ Utility allowances (QRRP only) ..................................................................................................................... Service amenities and other public benefits required by CDLAC resolution.................................................. Arbitrage rebate............................................................................................................................................... Frequency of compliance verification, reporting and audits ..................................................................... 30 Issuer document retention procedures and time limits ............................................................................. 29 Site-based document retention procedures and time limits ...................................................................... 30 Procedures for reporting compliance/non-compliance to regulatory agencies and other external entities (i.e.: CDLAC, TCAC, etc.) .................................................................................................. 30 Criteria and procedures for seeking revised resolutions and/or regulatory agreements......................... Non-compliance correction procedures and penalties ............................................................................... 32 Page 1444 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Category Prohousing Policy Description Potential Points Current Self Score Draft Response / Difficulty Level / Comments Alignment with other City goals and objectives (Housing Element, CAP, etc.) 1A Sufficient sites, including rezoning, to accommodate 150 percent or greater of the current or draft RHNA, whichever is greater, by total or income category.3 0 1G Zoning to allow for residential or mixed uses in one or more non-residential zones (e.g., commercial, light industrial). Qualifying non-residential zones do not include open space or substantially similar zones.1 3 The Central Commercial (C-C) zone and multiple zones within the Urban Core and Palomar Gateway District Specific Plans allow for mixed commercial-residential projects. These zones contribute to multiple planning objectives, including: providing a mix of compatible land uses, creating walkable neighborhoods, reducing traffic and air pollution. (Enhancement Factor 1) Land Use and Transportation Element Chapter 5 4.3 Smart Growth Principles 1H Modification of development standards and other applicable zoning provisions to promote greater development intensity. Potential areas of focus include floor area ratio; height limits; minimum lot or unit sizes; setbacks; and allowable dwelling units per acre. These policies must be separate from any qualifying policies under Category (1)(B) above.1 2 The Urban Core Specific Plan and Palomar Gateway District Specific Plan allow higher floor area ratio to promote greater density in Location Efficient Communities. The Palomar Gateway District Specific Plan promotes a pedestrian, bicycle, public transit, and private automobile-supportive development environment by integrating these mobility elements with a complementary mix of land uses, all within a comfortable walking and bicycling distance from the light rail station. The Urban Core Specific Plan provides framework for additional mobility options by creating linkages between the Urban Core, the Bayfront, and east Chula Vista and encouraging increased pedestrian, bicycle, and transit activity. (Enhancement Factor 5) 1I Establishment of a Workforce Housing Opportunity Zone, as defined in Government Code section 65620, or a housing sustainability district, as defined in Government Code section 66200.1 0 1J Demonstrating other zoning and land use actions that measurably support the Acceleration of Housing Production.1 0 2A Establishment of ministerial approval processes for a variety of housing types, including single-family and multifamily housing.3 3 Chula Vista's Sectional Planning Area (SPA) Plans allow ministerial single-family production. Objective Design Standards that include a ministerial approval process for multifamily production were approved by to City Council in winter of 2023. 2B Establishment of streamlined, program-level CEQA analysis and certification of general plans, community plans, specific plans with accompanying Environmental Impact Reports (EIR), and related documents.2 2 Chula Vista currently has 18 Sectional Planning Area (SPA) plans with certified Environmental Impact Reports and CEQA analysis, enabling the streamlining of housing production on projects that do not exceed the approved amount of units. 2C Documented practice of streamlining housing development at the project level, such as by enabling a by-right approval process or by utilizing statutory and categorical exemptions as authorized by applicable law (Pub. Resources Code, §§ 21155.1, 21155.4, 21159.24, 21159.25; Gov. Code, § 65457; Cal Code Regs., tit. 14, §§ 15303, 15332; Pub. Resources Code, §§ 21094.5, 21099, 21155.2, 21159.28). 2 2 Chula Vista frequently uses categorical exemptions 15303 and 15332 to streamline housing development at the project level. Proposed housing developments at the following locations have been approved recently through these exemptions: 524 Park Way 15303 Conversion of sinlge-family to 3 units and 1431 Tobias Dr. 15332 In-fill exemption for four duplexes. 2D Establishment of permit processes that take less than four months. Policies under this Category (2)(D) must address all approvals necessary to issue building permits.2 0 2E Absence or elimination of public hearings for projects consistent with zoning and the general plan.2 0 . 2F Establishment of consolidated or streamlined permit processes that minimize the levels of review and approval required for projects, and that are consistent with zoning regulations and the general plan.1 0 2G Absence, elimination or replacement of subjective development and design standards with objective development and design standards that simplify zoning clearance and improve approval certainty and timing.1 1 Objective Design Standards were approved by City Council in wint er of2023. Housing Element Implementation Program 2.9 - Objective Design Standards 2H Establishment of one-stop-shop permitting processes or a single point of contact where entitlements are coordinated across city approval functions (e.g., planning, public works, building) from entitlement application to certificate of occupancy.1 1 The Development Services Department operates a one-stop front counter that combines building, fire, planning and engineering services to facilitate project review. Housing Element Implementation Program 2.11 2I Priority permit processing or reduced plan check times for ADUs/JADUs, multifamily housing, or homes affordable to lower- or moderate-income households.1 1 Chula Vista offers a permit ready program for ADUs that reduces plan check times due to the plans being preapproved. The preapproved plans will be available to the public by July 2024. HE Implementation Program 2.17 2J Establishment of a standardized application form for all entitlement applications. 1 1 Chula Vista has one discretionary permit application for all projects. 2K Practice of publicly posting status updates on project permit approvals on the Internet. 1 1 Project information may be viewed through Accela's Citizen Access portal, available here: https://permits.chulavistaca.gov/citizenaccess/chulavista.aspx?_ga=2.235504835.312329 066.1691696023-1384842935.1691696023 A map with permit information may be accessed here: https://www.chulavistaca.gov/departments/development-services/city- projects 1C Sufficient sites, including rezoning, to accommodate 125 to 149 percent of the current or draft RHNA, whichever is greater, by total or income category. These points shall not be awarded if the applicant earns three points pursuant to Category (1)(A) above.2 1D Density bonus programs which exceed statutory requirements by 10 percent or more. 2 1E Increasing allowable density in low-density, single-family residential areas beyond the requirements of state Accessory Dwelling Unit law (e.g., permitting more than one ADU or JADU per single-family lot). These policies shall be separate from any qualifying policies under Category (1)(B) above. 2 1B Permitting missing middle housing uses (e.g., duplexes, triplexes, and fourplexes) by right in existing low-density, single-family residential zones. 3 On May 3, 2022, Chula Vista adopted ordinance 3519 amending the City's municipal code to allow two-unit residential developments and urban lot split parcel maps in single-family zones.1 1F Reducing or eliminating parking requirements for residential development as authorized by Government Code sections 65852.2; adopting vehicular parking ratios that are less than the relevant ratio thresholds at subparagraphs (A), (B), and (C) of Government Code section 65915, subdivision (p)(1); or adopting maximum parking requirements at or less than ratios pursuant to Government Code section 65915, subdivision (p). 2 0 0 0 0 Page 1445 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda 2L Limitation on the total number of hearings for any project to three or fewer. Applicants that accrue points pursuant to Category (2)(E) are not eligible for points under this Category (2)(L).1 0 2M Demonstration of other actions, not listed above, that quantifiably decrease production timeframes or promote the streamlining of approval processes.1 1 By the end of 2024, project intakes will be completely digital and will include the ability for all departments to provide comments digitally on the same set of plans, thereby reducing approval times. 3A Waiver or significant reduction of development impact fees for residential development. 3 3 Chula Vista grants development impact fee credits to redeveloped sites based on previous uses. For example, if a developer replaces a commercial strip mall with multifamily housing, the City provides fee credits, at the current rates, for the fees that the office building is presumed to have paid. This can be a substantial credit toward fees. 3B Adoption of ordinances or implementation of other mechanisms that result in less restrictive requirements than Government Code sections 65852.2 and 65852.22 to reduce barriers for property owners to create ADUs/JADUs. Examples of qualifying policies include, but are not limited to, development standards improvements, permit processing improvements, dedicated ADU/JADU staff, technical assistance programs, and pre-approved ADU/JADU design packages. 2 4 The City collaborated with a third party to develop pre-approved ADU plans for release by July of 2024, reducing cost and staff review time. The pre-approved plans promote multiple planning objectives, such as efficient land use and affordable housing (Enhancement Factor 1) Objective LUT 36 - Provide additional housing opportunites to accommodate anticipated population needs. Housing Element Goal 3 Create opportunites for affordable housing A Community Facilities District was created that includes a large area of developable (or re- developable) property west of I-805. If approved by Council a builder can annex their property into CFD 17-I. They defer certain fees for 10 years and pay them back annually in years 11-20 including accrued interest. Fees are collected on the property tax bill so the obligation goes with the land. https://chulavista.municipal.codes/CVMC/3.56 In 2009 the City Council adopted an ordinance to defer the payment of eligible development impact fees from building permit issuance to final inspection in response to the recession. In 2014 the Council adopted an ordinance to make the fee deferral program permanent. https://chulavista.municipal.codes/CVMC/3.56 This reduces the need for so much cash up front for builders as the fees can be paid more closely to when the home is sold, and revenue is available to pay the fees. 3D Promoting innovative housing types (e.g., manufactured homes, recreational vehicles, park models) that reduce development costs. 1 2 Chula Vista permits manufactured homes and tiny homes that meet the requirements of the California Building Code. Chula Vista also has a mobile home rent control program to reduce displacement of lower income households and conserve existing housing stock that is affordable to lower income households. (Enhancement Factor 4) HE Implementation Item 2.19 - Facilitate tiny home development 3E Measures that reduce costs for transportation-related infrastructure or programs that encourage active modes of transportation or other alternatives to automobiles. Qualifying policies include, but are not limited to, publicly funded programs to expand sidewalks or protect bike/micro-mobility lanes; creation of on-street parking for bikes; transit-related improvements; or establishment of carshare programs. 1 1 We use the ATP Master Plan to give direction to developers (including our own CIP projects) of required pedestrian and bicycle facilities along their frontage. The Shared Micro-mobility Device program has been in the pilot phase for several years but unfortunately companies were unable to establish sustainable operations in our City. Active Transportation Plan, Climate Action Plan, Palomar Gateway Specific Plan 3F Adoption of universal design ordinances pursuant to Health and Safety Code section 17959.1 0 3G Establishment of pre-approved or prototype plans for missing middle housing types (e.g., duplexes, triplexes, and fourplexes) in low-density, single-family residential areas.1 0 3H Demonstration of other actions, not listed above, that quantifiably reduce construction or development costs.1 0 4A Establishment of local housing trust funds or collaboration on a regional housing trust fund.2 2 Chula Vista maintains account #313533 (Housing - Inclusionary) to receive deposits from inclusionary in-lieu fees as well as certain loan repayments, regional agency matching funds and other sources. Funds from the account are restricted for affordable housing 4B Provide grants or low-interest loans for ADU/JADU construction affordable to lower- and moderate-income households.2 3 We currently have the Loan Pilot Program, which provides financing support to low- income property owners looking for assistance in building ADUs. The ADUs are restricted to low-income tenants for 30 years (Enhancement Factor 8). 4C A comprehensive program that complies with the Surplus Land Act (Gov. Code, § 54220 et seq.) and that makes publicly owned land available for affordable housing, or for multifamily housing projects with the highest feasible percentage of units affordable to lower income households. A qualifying program may utilize mechanisms such as land donations, land sales with significant write-downs, or below-market land leases. 2 0 4D Establishment of an Enhanced Infrastructure Financing District or similar local financing tool that, to the extent feasible, directly supports housing developments in an area where at least 20 percent of the residences will be affordable to lower income households.2 0 4E Directed residual redevelopment funds to affordable housing. 1 0 4F Development and regular (at least biennial) use of a housing subsidy pool, local or regional trust fund, or other similar funding source.1 0 4G Prioritization of local general funds for affordable housing. 1 0 4H Demonstration of other actions, not listed above, that quantifiably promote, develop, or leverage financial resources for housing. 1 1 Housing Element Implementation Program 4.4 Housing Assistance Funds: Continue to make the funds accrued in the City’s Housing Assistance funds available to increase, preserve, and enhance housing affordable to individuals or families of extremely low, very low or low-income levels. Funding comes from the City’s available federal HOME funds, state Permanent Local Housing Allocation funds, Low and Moderate Income Housing Asset fund, or any local Balanced Communities In Lieu fees. As funding permits, the City will provide gap financing to developers of affordable housing to leverage state, federal, and other public affordable funding sources. Gap financing will focus on multifamily rental housing units affordable to lower income households and households with special needs (such as seniors and disabled). To the extent feasible, the City will also ensure a portion of the affordable housing units created will be available to extremely low-income households. Funding can be used for acquisition of land, rehabilitation and construction of affordable units. Total 60 36 Enhancement Factors 13C Adoption of other fee reduction strategies separate from Category (3)(A) above, including fee deferrals and reduced fees for housing for persons with special needs. 1 Page 1446 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Category Prohousing Policy Description Potential Points 1 Policy that represents one element of a unified, multi-faceted strategy to promote multiple planning objectives, such as efficient land use, access to public transportation, affordable housing, climate change solutions, and/or hazard mitigation. 2 2 Policies that promote development consistent with the state planning priorities pursuant to Government Code section 65041.1.1 3 Policies that diversify planning and target community and economic development investments (housing and non-housing) to improve lower opportunity areas. Such areas include, but are not limited to, Low Resource and High Segregation & Poverty areas designated in the most recently updated TCAC/HCD Opportunity Maps, and disadvantaged communities pursuant to California Senate Bill 535 (2012). 1 4 Policies that go beyond state law requirements in reducing displacement of lower income households and conserving existing housing stock that is affordable to lower income households.1 5 Rezoning and other policies that support high-density development in Location Efficient Communities. 1 6 Rezoning and other policies that result in a net gain of housing capacity while concurrently mitigating development impacts on or from Environmentally Sensitive or Hazardous Areas.1 7 Zoning policies that increase housing choices and affordability in High Resource and Highest Resource areas, as designated in the most recently updated TCAC/HCD Opportunity Maps.1 8 Other policies that involve meaningful actions towards affirmatively furthering fair housing pursuant to Government Code section 8899.50, including, but not limited to, outreach campaigns, updated zoning codes, and expanded access to financing support.1 Page 1447 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Item 8.1 – Cate Received 5/21/2024 From: Chris Cate < Sent: Tuesday, May 21, 2024 10:02 AM To: Council District 4 <District4@chulavistaca.gov>; CityClerk <CityClerk@chulavistaca.gov>; Council District 1 <District1@chulavistaca.gov>; Maria Kachadoorian <mkachadoorian@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Alonso Gonzalez <agonzalez@chulavistaca.gov>; John McCann jmccann@chulavistaca.gov>; Laura Black <lblack@chulavistaca.gov> Subject: BIA Comment Letter Regarding Item 8.1 WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Please find the attached comment letter regarding Item 8.1 on tonight's agenda. Thank you, Chris Cate | Founder You don't often get email from chris@3mcstrategies.com. Learn why this is important Page 1448 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda May 21, 2024 The Honorable John McCann Mayor City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 Re: Comments for Item 8.1 – Housing Policy Dear Mayor McCann, On behalf of the Building Industry Association of San Diego County (BIA), I’d like to express our general support for the various housing related policies included in Item 8.1 of your agenda. I’d first like to thank staff for the ample opportunities to provide comments to the City of Chula Vista (City) and the various policies being considered. Most notably, the BIA conducted review and provided comments related to the City’s proposed amendments to the Inclusionary Housing Ordinance. We appreciate the willingness by City staff to meet with the BIA and consider the initial comments we provided in February, and the subsequent briefing to review the revised language and answer questions from our members. After review, we are generally supportive of the revised amendments to the Ordinance but would like to provide the following two comments. First, we support the Planning Commission’s recommendation to increase the minimum number of units subject to the inclusionary requirements from 10 unites to 25 units. In previous comments, the BIA asked the City heed caution in lowering the threshold for application of the Ordinance from 50 units to 10 units as we believe the lowering of the threshold will reduce opportunities for infill development projects, particularly in the western portions of the City. Inclusionary requirements for small developments, and/or fractional in-lieu fees, will increase the barrier to entry for families redeveloping their own properties to build family wealth and significantly discourage infill development/redevelopment in Chula Vista. Second, in the future we believe the City may need to consider a cap on the application of the in-lieu fee. Since the fee will now be on a square foot basis, if the City is not seeing the development of family-sized homes, the in-lieu fee could be discouraging construction of those homes. As you know, it’s important the City have varying housing options for its residents, and we want to ensure the City is not going to experience an overdevelopment of one particular housing type. Overall, we generally support the remaining package of items presented before you and thank the City for your willingness to work with the BIA in the development and adoption of policies that address the lack of housing in our region. We appreciate the amount of time staff has dedicated in furthering our partnership and look forward to continued collaboration in the future. Sincerely, Lori Holt Pfeiler President & CEO cc: Honorable Councilmembers Maria Kachadoorian, City Manager Page 1449 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Written Communications Item 8.1 – Rodriguez Received 5/21/2024 From: juan rodriguez Sent: Tuesday, May 21, 2024 3:44 PM To: Marco Verdugo <MVerdugo@chulavistaca.gov>; John McCann <jmccann@chulavistaca.gov>; Council District 1 <District1@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Alonso Gonzalez <agonzalez@chulavistaca.gov>; Council District 4 <District4@chulavistaca.gov> Subject: Item 8.1 CONFLICT! WARNING - This email originated from outside the City of Chula Vista . Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov For Item 8.1 and your bond policy, the policy has always been that the City issues its bonds for affordable housing projects. The revisions are just wordsmithing. The first paragraph says so! What's more important is that your staff is trying to clean it up now because they actually violated that policy when on March 19, 2021 staff and you as our Council approved the bonds by some one else (CMFA) for the Congregational Place senior project (https://pub- chulavista.escribemeetings.com/filestream.ashx?DocumentId=40669). I guess it's better late than never but that was a big miss. You don't often get email from Page 1450 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Empower individuals & families ●Build community resilience ●Promote housing opportunities ●Enhance quality of life HOUSING & HOMELESS SERVICES Housing Policy Item 8.1∙ City Council ∙ May 21, 2024 Page 1451 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Overview Title 19 Code Amendments Add Chapter 19.91 (Inclusionary Housing) Amend Chapter 19.90 (Affordable Housing Incentives) Amend Section 19.58.460 (Objective Design Standards) Add Chapter 19.93 (Residential For-Sale Affordable Unit Requirements) Add Chapter 19.94 (Marketing, Application, Lottery, and Waitlist Requirements for Affordable Rental Housing Projects Title 19 ∙ Planning and Zoning A1 A2 A3 A4 A5 Page 1452 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Overview Resolutions and Code Amendments Amend Master Fee Schedule 1) Inclusionary housing in-lieu fee 2) Monitoring fee Repeal Council Policy No. 453-02 (For-Sale Affordable Policy) Amend CVMC Chapter 17.10 (Parkland Acquisition & Development Fee) Resolve to revise Housing Authority bond policies Resolve to appropriate funds for Local Housing Trust Fund Resolve to apply for Prohousing Designation D B C E F G Page 1453 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Background Regional Housing Needs Allocation (RHNA) RHNA is a minimum projection of additional housing units needed to accommodate projected household growth of all income levels by the end of the housing-element’s statutory planning period. State (HCD) •Identify total number of homes to meet the regional housing needs of people across spectrum of income levels Region (SANDAG) •Allocate share to each local government Local Government •Update Housing Elements and local zoning to show how RHNA will be accommodated Page 1454 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Background Housing Production, 2013-2020 Page 1455 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Background 2021-2029 RHNA Targets, Production & Projection Projection at end of HE 408 units 1,064 units 0 units 11,005 units without policy 15% 60% 0% 236% updates Page 1456 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Background Housing Element Commitments Action 3.4 •Review and update Balanced Communities Policy (Inclusionary Housing) within 36 months of Housing Element adoption Action 3.6 •Update Chapter 19.90 (Density Bonus) within 24 months of Housing Element adoption Action 4.1 •Affirmatively further fair housing Page 1457 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing History 1981 •Balanced Communities Policy •Projects 50+ units, 10% affordable 2005 – 2008 •In-lieu fee established ($12,422/market rate unit) 2012 •Administrative guidelines established •Western Chula Vista exempted 2022 •Western Chula Vista exemption repealed A1 Page 1458 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chapter 19.91 -Inclusionary Housing Stakeholder Engagement •BIA •Development Oversight CommitteeJune 2023 •Stakeholder & Public Meetings •Housing & Homeless Advisory Commission October 2023 •BIA •Development Oversight Committee •City website Jan/Feb 2024 •Stakeholder & Public Meeting •City websiteMarch 2024 Prototypes for Feasibility Study Conceptual Draft 1st Draft Ordinances 2nd Draft Inclusionary Ordinance A1 Page 1459 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chapter 19.91 -Inclusionary Housing Methodology Reviewed Identified Analyzed Calculated Considered Developed Revised Reviewed zoning, development patterns, and context Identified 5 development prototypes Analyzed costs and revenues for each prototype Calculated cost gap to provide units at an affordable price Considered developer feasibility based on industry metrics Developed policy recommendations Revised recommendations based on public input A1 Page 1460 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing Proposal A1 Page 1461 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing Planning Commission Recommendation Planning Commission Reasoning for 25-unit threshold Staff Reasoning for 10-unit threshold •Smaller projects have lower profit margins -same fixed costs, therefore don't benefit from economies of scale •Developers will seek to build smaller projects / fewer units to avoid fee •Progress towards RHNA targets •May incentivize use of Density Bonus, leading to more overall units •Research doesn’t indicate disparity between small/large projects •A higher minimum threshold will create a greater fiscal cliff, incentivize evasion •Round number simpler to administer Recommend revising minimum unit threshold to 25 units A1 Page 1462 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing Comparative Analysis All San Diego jurisdictions have a minimum threshold of 1 to 10 units. A1 Page 1463 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing Alternative Compliance •Off-site Affordable •Land Dedication •Market Rate Unit Conversion •Preservation of At-Risk Housing •Credit for Additional Affordable Units •Incentive Credits for Deeper Affordability A1 Page 1464 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing In-Lieu Fee $8 per square foot (ownership) $16 per square foot (rental) $12,422 per market-rate unit Apartment 750 sf $12,000/unit Townhome (ownership) 1,200 sf $9,600/unit Large house (ownership) 3,000 sf $24,000/unit Current Propose d Prototype Examples B1 Page 1465 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Inclusionary Housing Potential Impact Project Address Density Bonus? Affordable Units Market Rate Units The Union Apts 245 Bonita Glen Yes 14 147 Azul Apts 310 K Street Yes 3 43 Backhouse Apts 252 Church St No 0 31 Casa Estilo 795 3rd Ave Yes 16 110 Chula Vista Seniors 178 3rd Ave Yes 57 1 (Mgr) Casa Anita 760 Anita St Yes 95 1 (Mgr) Total 185 333 Western Chula Vista multifamily housing production, 2021-23 A1 Page 1466 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Housing Policy Pause for Council clarifying questions A1 B1 Page 1467 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chapter 19.90 -Density Bonus Proposed Amendments State law (Gov’t Code Section 65915) •Development incentives in exchange for affordable units •Amended frequently Local Update to defer to State law A2 Page 1468 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Section 19.58.460 -Objective Design Standards Proposed Amendments Minor clerical edits for consistency with State and local municipal code (Density Bonus, Inclusionary) A3 Page 1469 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chapter 19.93 For-Sale Affordable Unit Requirements Codifies longtime Council Policy (453-02) Details covered in Administrative Guidelines Provides criteria for advertising and sale of affordable homeownership units Requires Value Capture Agreement (Shared Appreciation Loan) -City recycles principle + a portion of equity growth -More efficient than resale restrictions A4 Page 1470 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chapter 19.94 Marketing, Application, Lottery, and Waitlist Requirements for Affordable Rental Housing Title VI of the Civil Rights Act of 1964 Fair Housing Act California's Fair Employment and Housing Act Local PreferencesRobustOutreachLottery A5 Page 1471 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Chapter 19.94 Affordable Lottery Preferences 1st •Chula Vista residents displaced due to government action; or •Currently receiving program services & referred by Housing & Homeless Services. 2nd •Residents who received a no-fault termination of tenancy, within past 2 years, which was subject to Chula Vista Municipal Code Chapter 9.65 (Residential Tenant Protection). 3rd •People who currently live or work in Chula Vista. 4th •All other eligible members of the general public. A5 Page 1472 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Monitoring Fees (Non-Bond Affordable Projects) $70 per unit per year •Physical inspections •File reviews B2 Page 1473 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Parkland Fee Exemptions for 100% Affordable Projects •Residential projects must dedicate land and construct parks or pay in-lieu fees •Current case-by-case Council waiver process •Proposal would provide administrative exemption for 100% affordable projects Western Chula Vista $10,783/unit Eastern Chula Vista $16,484/unit D Page 1474 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Parkland Fee Exemptions for Affordable Units •Streamlined process •Attract state and federal investment •Progress toward affordable production goals Congregational Place 56 units for low-income seniors $603,848 PAD fees waived Chula Vista Seniors (178 3rd Ave) 58 units for low-income seniors $625,414 PAD fees D Page 1475 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Bond Policies Chula Vista Housing Authority •Housing Authority to be primary conduit bond issuer •Greater regulatory oversight •Does not affect City’s bond capacity or credit rating CDLAC Bond Issuer Affordable Project E Page 1476 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Local Housing Trust Fund (LHTF) •$500,000 appropriation into new “Local Housing Trust Fund” account •Creates eligibility for HCD matching grant •Summer application window •To be used for affordable housing development F Page 1477 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda Prohousing Designation •HCD program •47 other jurisdictions have qualified •More funding opportunities for Affordable Housing G Page 1478 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda HOUSING & HOMELESS SERVICES Item 8.1 Recommended Action Approve the proposed code amendments and resolutions designed to facilitate housing production and fulfill Housing Element commitments. Page 1479 of 1479 City of Chula Vista - City Council May 21, 2024 Post Agenda