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HomeMy WebLinkAbout22 - Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee...CITY OF NEWPORT BEACH City Council Staff Report TO: FROM: PREPARED BY: PHONE: June 14, 2022 Agenda Item No. 22 HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL Grace K. Leung, City Manager - 949-644-3001, gleung@newportbeachca.gov Scott Catlett, Finance Director/Treasurer, scatlett@newportbeachca.gov 949-644-3123 TITLE: Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs ABSTRACT: Following multiple opportunities for public comment both in front of the City Council and the Finance Committee beginning in January, the City Council held a joint Study Session with the Finance Committee to review the proposed fiscal year 2022-23 budget on May 24, 2022. After detailed discussions at that meeting, no changes were made to the budget as proposed. However, as a result of recent labor contract approvals and the identification of minor errors and omissions in the proposed budget document, revisions to the budget are proposed for approval. The revised General Fund budget continues to be balanced. Approval of the revised budget will comply with the City Charter requirement that the City Council adopt an annual budget by resolution each year by June 30. RECOMMENDATION: a) Conduct a public hearing regarding the City Manager's proposed budget for fiscal year 2022-23; b) Determine this action is exempt from the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) and 15060(c)(3) of the CEQA Guidelines because this action will not result in a physical change to the environment, directly or indirectly; c) Consider the Finance Committee's budget recommendations; d) Review and approve the proposed budget revisions; e) Adopt Resolution No. 2022-42, A Resolution of the City Council of the City of Newport Beach, California, Adopting the Budget for the 2022-23 Fiscal Year, as amended by Item (c) above; 22-1 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 2 f) Review and approve the City Manager's recommended list of City of Newport Beach position classifications and their salary ranges as required by the California Public Employees' Retirement System (CaIPERS) and in accordance with 2 CCR § 570.5 (a)(1); g) Receive and file the salary schedule for the Lifeguard Operations Assistant Chief classification in the Lifeguard Management Association (LMA), which was erroneously omitted from Exhibit A to the memorandum of understanding between the City of Newport Beach and the LMA when reviewed and approved by the City Council on May 10, 2022; h) Approve Budget Amendment No. 23-001, appropriating structural surplus revenue to one-time expenditure appropriations. Funds will be allocated to the CaIPERS Unfunded Accrued Liability (UAL) additional payment for FY 2022-23, Facilities Financial Plan, and FY 2023-24 Capital Improvement Projects; and i) Adopt Resolution No. 2022-43, A Resolution of the City Council of the City of Newport Beach, California, Amending City Council Policy F-2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs, to incorporate revisions recommended by the Finance Committee and other minor edits. DISCUSSION: In accordance with the City Charter, the City Manager is presenting the City of Newport Beach's (City's) fiscal year 2022-23 proposed operating and capital budget and fiscal years 2022-2028 Capital Improvement Program (CIP). These documents can be found on the City's website at the following location: https://www.newportbeachca.gov/qovernment/departments/finance/city-budget-salary A third component of the budget includes proposed revisions to the initial proposed budget documents released in May. The proposed revisions are referred to as the Proposed Budget Revisions and may represent revisions to either the operating or the capital budgets. The City Council, upon adoption of the proposed fiscal year 2022-23 budget resolution and approval of the Proposed Budget Revisions, included as Attachment A and Exhibit 1, respectively, will be authorizing the total proposed budget appropriations for fiscal year 2022-23. The revised operating budget totals $330.9 million and the capital budget totals $71.0 million in fiscal year 2022-23, for a total of $402.0 million. Capital spending of $183.6 million is anticipated over the six years covered by the CIP, subject to change with each future annual budget process. The annual budget serves as the foundation for financial planning and control and allows the City Council to prioritize expenditures in alignment with community values. The budget as submitted includes: 22-2 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 3 • A stable local revenue base with projected fiscal year 2022-23 property tax revenues growing at an estimated 6.4%. • A healthy level of reserves that include a General Fund contingency reserve of $58.8 million — an amount equal to 25% of the City's General Fund operating budget. • Continuation of an aggressive pension payment plan with a level dollar payment of $40 million and the intent to allocate an additional $5 million from the fiscal year 2022- 23 remaining surplus of revenues over expenditures, which based on current projections will see the City's unfunded pension liability eliminated in less than 10 years. • Significant contributions toward pension costs from the City's employees, with 23% of the budgeted required minimum CalPERS payment being met through employee payroll deductions. • The fiscal year 2022-23 budget as proposed includes 741 full-time positions, an increase of 11 full-time positions from the prior year, seven of which are conversions of existing part-time positions to full-time positions. Part-time positions would decrease by a total of 4.13 full-time equivalent positions (FTEs). Budget Priorities The fiscal year 2022-23 proposed budget continues to address the same core budget priorities that have served the community well in recent years. The City endeavors to maintain funding for all priorities in a manner that is consistent with or exceeds the funding allocated in prior years. Maintaining a Prosperous, Fiscally Sustainable, and Economically Viable City This ongoing priority is to maintain the City's financial health by managing resources as efficiently as possible, responsibly managing debt, and working collaboratively with employees to share in the costs of pension obligations. The City Council has adopted prudent fiscal policies concerning its investments, reserves, budget administration, revenue initiatives, competitive contracting, facility replacement planning, and more. Financial operations have produced net operating surpluses in the last 12 years due to conservative budgeting, cooperative negotiation of labor agreements, and a stable and growing tax revenue base. The City's annual surplus typically derives in equal measure from higher revenue and lower expenditures than budgeted. Providing High Quality Municipal Services that Residents Expect This budget priority is an ongoing, organization -wide effort to maintain the City as a highly performing municipal corporation that anticipates and responds to customer needs by delivering public services better, faster, less expensively, and when customers need them. 22-3 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 4 Keeping Newport Beach Looking Great The City's goal is to maintain a high -quality natural and physical environment by creating aesthetically pleasing places in which to live, work, recreate, and visit. Key service areas include maintaining high -quality community centers, parks, parkways and medians, roads, trees, alleys, beaches, utility services, and other major infrastructure. The Public Works Department will continue to provide safe, quality, cost-effective, and timely improvements and maintain all City -owned public facilities such as libraries, piers, beach and park restrooms, fire stations, and the Civic Center, including managing the contracts for janitorial services, to support the residential, business, recreational, and social needs of the community. The Utilities and Public Works Departments will continue the effective operation, maintenance and repair of the City's water system, sewer system, storm drain system, streets, sidewalks, and beaches. The Community Development Department will continue to consistently implement codes, policies, and regulatory requirements to ensure quality residential neighborhoods and commercial districts throughout the city. Providing a Safe and Secure Neighborhood The City's focus on public safety translates into top quality police, fire, emergency medical, and lifeguard response, as well as working with the community to prevent crime, fires, and the need for rescue. The City's fire prevention, emergency preparedness, and other programs also support these efforts. The City's contracted homeless services providers continue to assist people experiencing homelessness. Their outreach efforts, coordinated with the City and County of Orange's resources, provide housing, health care, and other services and opportunities. Budget Submission and Finance Committee Recommendation Pursuant to Section 1102 of the Newport Beach City Charter and City Council Policy F-3 — Budget Adoption and Administration, the proposed CIP and operating budget for the 2022-23 fiscal year was first submitted to the City Council and made available to the public on May 5, 2022. Per City Council Resolution No. 2018-71, the Finance Committee is responsible for reviewing and recommending approval of the operating portion of the City Manager's proposed budget, excluding the Proposed Budget Revisions, to the City Council for approval. The Finance Committee reviewed in detail the budget and operations of select City departments in advance of its consideration of the fiscal year 2022-23 budget and held multiple meetings to discuss the budget in advance of the joint Study Session with the City Council on May 24, 2022. The Finance Committee (Committee) reviewed the funded status of the City's pension plan based on the latest CalPERS actuarial valuation and considered pension funding recommendations for fiscal year 2022-23 on November 4, 2021. The Committee next reviewed the City's Long -Range Financial Forecast update on January 19, 2022. On February 9, 2022, the Committee reviewed the CIP funding strategy, followed by a review of the Facilities Financial Plan. Finally, the Committee reviewed the revenue assumptions used to develop the fiscal year 2022-23 operating budget on March 10, 2022, reviewed the proposed operating budget on April 14, 2022, and reviewed the operating budget detail found in the preliminary budget document on May 12, 2022. 22-4 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 5 This robust review process and numerous opportunities to receive public input on the proposed budget help to ensure that the draft budget presented to the City Council is fiscally sound and adequately detailed. Following the joint Study Session of the City Council and the Finance Committee on May 24, 2022, the Finance Committee met on May 26, 2022, to finalize its recommendations to the City Council regarding the proposed fiscal year 2022-23 budget. A motion was made to recommend the City Manager's proposed fiscal year 2022-23 budget to the City Council for approval as presented and to recommend allocation of the $7.5 million structural budget surplus as detailed later in this staff report. The motion was carried unanimously with a yes vote from all present members of the Finance Committee. All Funds Budget Overview The fiscal year 2022-23 proposed budget for all funds, including internal charges of $37.0 million, and the Proposed Budget Revisions outlined in Attachment A, Exhibit 1, is $402.0 million. The operating portion of the budget amounts to $330.9 million, which represents a 7%, or $21.8 million increase over the prior year's adopted budget. These amounts exclude interfund transfers, including the modified Tideland Operating Fund transfers that were discussed at the May 24 joint Study Session. The fiscal year 2022-23 proposed budget totals $364.9 million after removing internal charges and transfers, which reflects the total new spending approved by the budget as proposed. A B C=B-A D=C/A 2019-20 2020-21 2021-22 2022-23 ACTUAL ACTUAL ADOPTED PROPOSED EXPENDITURES EXPENDITURES EXPENDITURES EXPENDITURES $VAR %VAR OPERATING BUDGET $ 283,290,144 $ 298,036,446 $ 309,114,306 $ 330,926,423 $ 21,812,117 7.06% CIP PROJECTS* New Appropriations 28,589,680 44,044,662 35,506,078 71,030,292 $ 35,524,214 100.05% TOTAL BUDGET $ 311,879,824 $ 342,081,108 $ 344,620,384 $ 401,956,715 $ 57,336,331 16.64% Less Internal Charges (30,168,600) (30,026,982) (35,799,343) (37,014,854) $ (1,215,511) 3.40% NET TOTAL BUDGET $ 281,711,224 $ 312,054,126 $ 308,821,041 $ 364,941,861 $ 56,120,820 18.17% Capital Improvement Program Expenditures The CIP serves as a funding plan for public improvements, special projects, and many ongoing maintenance programs. Projects in the CIP include construction and rehabilitation of arterial highways, local streets, storm drains, bay and beach improvements, parks and buildings, and water and wastewater improvements. Specific project plans for the Capital Improvement Program are discussed in more detail in the CIP budget volume. New appropriations for capital improvement projects included in the proposed budget amount to $71.0 million. Unlike the operating budget, capital improvement appropriations are expended over multiple fiscal years due to timing considerations related to the ebb and flow of large construction projects that require environmental review, coordination with outside entities (public utilities), and design/policy considerations. 22-5 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 6 The estimated total appropriations for capital projects will be approximately $103.4 million when the estimated re -budgeting of capital projects is included with the new appropriations. This amount will be increased by the balance of any unexpended purchase orders for projects currently in process. Prior year carry forward capital appropriations are supported by resources reserved and carried forward to offset those expenditures. General Fund Budget Overview The General Fund is the key operating fund within the City's budget. The General Fund accounts for discretionary revenues and expenditures, while all other funds are used to account for enterprise activities, internal service activity, major capital improvement projects, and special revenue sources that are restricted for specific purposes. The General Fund budget is balanced and includes total sources of $283.6 million, which include operating revenues and interfund transfers in. Total uses of $276.1 million include operating expenditures and interfund transfers out. As illustrated in the table to follow, appropriations for operating expenditures are balanced in relation to projected revenue sources, and one-time revenue sources and reserves have not been utilized to balance the budget. The budget as proposed results in a structural budget surplus of $7.5 million, which means that the surplus is not the result of one-time revenues and is expected to continue in future fiscal years until such time as additional ongoing expenditures are added to the budget. BEGINNING UNRESTRICTED FUND BALANCE $ 24,081,225 $ 31,178,957 14,337,685 $(16,841,272) -54.0% SOURCES: Operating Revenues 235,934,635 253,370,149 265,030,502 11,660,353 4.6% Less: Restricted Revenues (957,206) (1,128,513) - 1,128,513 - Prior Year Resources Carried Forward 2,075,632 3,072,666 (3,072,666) Release of Restricted Funds 2,403,303 1,220,000 - (1,220,000) - Transfers In from Other Funds 21,526,628 10,492,133 18,550,724 8,058,591 76.8% TOTAL SOURCES 260,982,992 267,026,435 283,581,226 16,554,791 6.2% USES: Operating Expenditures 220,647,754 233,302,236 244,520,405 11,218,169 4.8% Transfers Out 27,467,575 47,030,300 31,597,269 (15,433,031) -32.8% Resources Carried Forward to Next Fiscal Year 3,072,666 - - Addition to 25% Contingency Reserve 2,697,265 3,535,171 - (3,535,171) TOTAL USES 253,885,260 283,867,707 276,117,674 (7,750,033) -2.7% ENDING UNRESTRICTED FUND BALANCE $ 31,178,957 $ 14,337,685 21,801,236 $ 7,463,552 52.1% As discussed with the City Council previously, restricted revenues have been relocated to special revenue funds in an effort to simplify the budget presentation. Those lines are therefore blank in the proposed budget column in the table above. The significant variance in transfers out from year to year is the result of sizable appropriations from year-end surplus in the prior fiscal year as well as the change to the presentation of the Tidelands Operating Fund transfers as previously discussed with the City Council. 22-6 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 7 General Fund Operating Revenues and Transfers In The General Fund operating revenues for fiscal year 2022-23 are projected at $265 million. This represents a 4.6% increase from the fiscal year 2021-22 projected budget due largely to favorable economic trends. Property Taxes $122,229,980 $123,449,469 $131,403,081 $7,953,612 6.44% Sales Tax 40,275,670 45,392,567 46,526,493 1,133,926 2.50% Transient Occupancy Tax 19,027,493 25,573,145 27,788,728 2,215,583 8.66% Other Taxes 10,815,117 12,824,996 12,174,567 (650,429) -5.07% Service Fees & Charges 19,046,329 20,010,449 22,005,339 1,994,890 9.97% Parking Revenue 5,681,942 5,989,448 6,417,259 427,811 7.14% Licenses & Permits 5,106,646 5,106,646 5,870,375 763,729 14.96% Property Income 5,044,403 5,922,927 5,680,909 (242,018) -4.09% Fines & Penalties 3,292,102 3,379,886 3,870,567 490,681 14.52% Intergovernmental Revenues 1,760,934 3,574,265 1,823,903 (1,750,362) -48.97% Investment Earnings 1,112,200 1,112,200 1,300,000 187,800 16.89% Miscellaneous Revenues 734,148 1,034,151 169,280 (864,871)-83.63% Total Revenues $234,126,964 $253,370,149 $265,030,502 $11,660,352 4.60% PropertyT— The City's overall assessed valuation has been stable despite economic downturns with an average growth of 6.5% over the past 20 years and is among the highest in the county. Property taxes are the least volatile and last to show a deceleration due to the inherent lag in the annual assessed property valuation process. Property taxes are the City's single largest revenue source and represent almost 50% of all General Fund revenues. Property tax revenues for fiscal year 2022-23 are projected to increase by 6.4%. With the recent surge of home sales and prices, this category will likely continue to improve, which bodes well for future secured property taxes. Sales Tax — The second largest funding source for the General Fund is sales tax revenue, making up 17.6% of General Fund revenues. The City's sales tax base is largely generated from three main industry categories including Autos and Transportation, General Consumer Goods, and Restaurants/Hotels. This projected budget includes record high sales tax revenue, though growth is expected to slow compared to the rate seen in fiscal year 2021-22. Transient Occupancy Tax — Transient occupancy tax (TOT) was the City's most severely impacted revenue source as the pandemic unfolded. While revenues from hotels have not yet fully recovered to pre -pandemic levels, revenues from short term residential stays have reached record levels, with total growth of 86.4% in the past three fiscal years. TOT provides just over 10.5% of all General Fund revenues. 22-7 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 8 All Other Revenue — This category includes all other revenue sources other than the top three (property tax, sales tax, and TOT). All Other Revenue is made up of the following: • Other Taxes — real property transfer taxes, business license taxes, marine charter taxes, and franchise fees. • Service Fees & Charges — plan check fees, recreation classes, emergency medical services fees, and numerous other cost -of -service fees. • Parking Revenue — all General Fund related metered parking fees that are assessed throughout the various parking zones of the City. • Licenses and Permits — fees charged to process building related permits, street closure permits, dog licenses, and police tow franchise fees. • Property Income — City owned and managed income producing properties, long-term ground leases to concessions, restaurants, hotels and other businesses and organizations, and rental of City facilities to the public. • Fines and Penalties — parking citation fines collected by the City, administrative citation fines, fines remitted to the City from the County of Orange (County) for vehicle code violations, and false alarm penalties. • Intergovernmental Revenues — federal, state, and local grant revenues, which includes, but is not limited to, the City's portion of the '/z cent sales tax revenue paid to the County for public safety, state mandate reimbursements, reimbursement for strike teams sent to assist with fires, and revenue sharing with the County under the Waste Disposal Agreement (WDA). • Investment Earnings — revenue generated from the investment of City funds. • Miscellaneous Revenues — restricted revenue, damage to City property, bad debt, donations and contributions, non -operating revenues such as proceeds from the sale of materials and equipment, and other miscellaneous revenues. Revenue projections are, as always, based on conservative assumptions to minimize adverse deviation from expected results and to ensure that the City has adequate financial resources to meet obligations and complete the programs approved by the City Council. Transfers In Interfund transfers into the General Fund from other funds total $18.6 million, which relate to reimbursement of costs incurred by the General Fund on behalf of other funds. These transfers are from the Tidelands Fund to offset costs for activities, programs, and functions whose primary purpose benefits the Tidelands. Newport Beach's Tidelands include the ocean beaches where the visitor impacts are high, adding revenue but also causing significant expense in terms of police, lifeguard, and emergency medical response. 22-8 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 9 General Fund Operating Expenditures and Transfers Out The total General Fund operating expenditures amount to $244.5 million ($276.1 million with transfers). This represents an $18.6 million, or 8.2%, increase from the fiscal year 2021-22 adopted budget, which is made up of a number of increases and decreases to expenditures. Decreases include the elimination of prior year one-time costs, one-time grants, and the transfer of the outside counsel budget to an internal service fund as reflected in the Risk Management line item in the table below. Salary & Benefits $149,193,631 $151,713,101 11 $163,463,321 $11,750,220 7.75% Contract Services 24,088,461 24,702,901 26,873,734 2,170,833 8.79% Grant Operating 600,000 600,000 548,485 (51,515) -8.59% Utilities 2,961,757 3,011,315 3,837,745 826,430 27.44% Supplies & Materials 3,740,696 3,739,730 3,902,350 162,620 4.35% Maintenance & Repair 8,822,276 12,640,923 13,282,330 641,407 5.07% Travel & Training 813,368 814,868 833,758 18,890 2.32% General Expenses 2,125,501 2,130,552 2,178,896 48,344 2.27% Internal Svc Charge 25,977,295 25,078,890 28,190,206 3,111,316 12.41% Risk Management 750,915 750,915 255,915 (495,000) -65.92% Capital Expenditures 785,138 780,438 1,153,666 373,228 47.82% Total Revenues $219,859,038 $225,963,632 $244,520,405 $18,556,772 8.21% The majority of Salary and Benefit expenditure increases are the result of negotiated salary increases for the City's various employee associations and a proposed increase to the City's CalPERS UAL payment from $35 million to $40 million. Fiscal year 2022-23 will mark another year of accelerated pension liability payments to CalPERS as opposed to the lengthier, and consequently costlier, default payment options. This aggressive funding plan will improve the City's funded status, further increase repayment efficiency of the unfunded pension liability, and preserve financial flexibility over the long term. Additionally, the overtime budgets for the Police and Fire Departments have been increased by approximately $3 million as a result of the change in the Tidelands Operating Fund reporting format. This increase does not allow for additional overtime spending, but is required due to the way that costs allocated from these departments to the Tidelands Operating Fund will now be shown consistent with the presentation format found in the City's financial statements. Additionally, the removal of the $2.0 million vacancy factor that had been included in the budget during the two fiscal years impacted by the pandemic results in an increase in the budgeted personnel costs. Removal of the vacancy factor returns the City to the historical practice of budgeting for full staffing. General Fund operating expenditures excluding Salary & Benefits costs are increasing by $6.8 million. This is primarily due to increased internal service charges of $3.1 million, which are primarily related to insurance costs (the City had temporarily reduced funding to the insurance internal service funds last fiscal year to draw down excess fund balance) and increased utility costs of $826,000, which reflect rising rates for external utility providers. Contract services and maintenance & repair costs are increasing due to routine 22-9 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 10 contract Consumer Price Index adjustments and various program enhancements detailed later in this report - most notably the addition of $1.0 million for continuation of the Be Well OC Mobile Crisis Response Team contract. Proaram Enhancements Contained in the proposed budget are enhancements to current programs and new programs that are in line with the City Council's budget priorities. Included in these enhancements are staffing changes, as further detailed in the following section of this report, in the City Manager, Community Development, Finance, Library, Police, Public Works, Recreation, and Utilities Departments. Other major enhancements included in the budget as proposed include the Police Department's body worn camera program, funding for the Be Well OC program, funding the Fire Department station alerting system project, installation of a vehicle ventilation system in the remaining fire stations not yet equipped with this system, and the purchase of heavy equipment to enhance sand management capabilities. Transfers Out General Fund transfers out total $31.6 million transferred to other funds to address long- term obligations in high priority areas including $8.6 million to the Facilities Financial Plan, $5.5 million for General Fund capital improvement projects, $4.6 million to the Harbor & Beaches Master Plan, and $2.5 million to the Facility Maintenance Plan. The proposed allocation to the Facility Maintenance Plan is an increase of $1.0 million versus the prior year that is designed to ensure that the City's facilities remain in excellent condition. The remaining transfers primarily include the $9.9 million subsidy to the Tidelands Operating Fund, which is newly shown due to the previously discussed presentation format change for the interfund activities between the Tidelands Fund and the General Fund. Citywide Staffing Changes (All Funds) Net staffing changes will result in an increase of 11.0 full-time positions for a total of 741 full-time authorized positions and a decrease of 4.13 FTE part-time positions for an authorized part-time total of 160.74 positions. Staffing changes are summarized in the table below. FULL-TIME PART-TIME TOTAL 2021-22 REVISED BUDGET AUTHORIZED POSITIONS 2022-23 PROPOSED POSITION CHANGES CITY MANAGER Increase full-time Library Services Manager Increase full-time Management Analyst Increase full-time Management Fellow Decrease part-time Management Analyst Decrease part-time GIS Technical Aide Increase part-time Information Technology Technician COMMUNITY DEVELOPMENT Increase new full-time Building Inspector II Increase full-time Department Assistant Increase full-time Assistant Planner Decrease part-time Building Inspector II Decrease part-time Department Assistant Decrease part-time Planning Tech 730.0 1.00 1.00 0.50 0.00 0.00 0.00 1.00 1.00 1.00 0.00 0.00 0.00 164.9 0.00 0.00 0.00 894.9 1.00 1.00 0.50 (0.80) (0.80) (0.50) (0.50) 0.50 0.50 0.00 1.00 0.00 1.00 0.00 1.00 (1.50) (1.50) (1.00) (1.00) (1.00) (1.00) 22-10 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 11 FULL-TIME PART-TIME TOTAL FINANCE Decrease full-time Accountant (1.00) 0.00 (1.00) Increase full-time Senior Accountant 1.00 0.00 1.00 Increase full-time Buyer 1.00 0.00 1.00 Increase full-time Department Assistant 1.00 0.00 1.00 Decrease full-time Fiscal Clerk (1.00) 0.00 (1.00) Increase full-time Senior Fiscal Clerk 0.50 0.00 0.50 Increase full-time Management Fellow 0.50 0.00 0.50 Decrease full-time Fiscal Specialist (Confidential) (1.00) 0.00 (1.00) Increase full-time Payroll Coordinator 1.00 0.00 1.00 Increase part-time Senior Fiscal Clerk 0.00 0.50 0.50 Decrease part-time Fiscal Specialist 0.00 (1.00) (1.00) Decrease part-time Student Aide 0.00 (1.00) (1.00) LIBRARY Decrease full-time Department Assistant (1.00) 0.00 (1.00) Increase full-time Library Assistant 1.00 0.00 1.00 Decrease full-time Library Services Manager (1.00) 0.00 (1.00) POLICE Increase new full-time Community Services Officer 1.00 0.00 1.00 PUBLIC WORKS Increase full-time Associate Civil Engineer 1.00 0.00 1.00 Decrease full-time Groundworker II (1.00) 0.00 (1.00) Increase full-time Maintenance Worker II 1.00 0.00 1.00 Increase full-time Public Works Inspector 1 1.00 0.00 1.00 Increase part-time Associate Engineer 0.00 0.60 0.60 Increase part-time Maintenance Aide 0.00 2.02 2.02 RECREATION Increase full-time Senior Fiscal Clerk 0.50 0.00 0.50 Increase full-time Office Assistant 1.00 0.00 1.00 Increase part-time Facilities Maintenance Worker II 0.00 0.45 0.45 Decrease part-time Senior Fiscal Clerk 0.00 (0.50) (0.50) Decrease part-time Office Assistant 0.00 (0.90) (0.90) UTILITIES Decrease full-time SCADA Coordinator (1.00) 0.00 (1.00) Increase full-time Utilities Supervisor 1.00 0.00 1.00 Decrease full-time Field Superintendent II (1.00) 0.00 (1.00) Increase full-time Water Operations Superintendent 1.00 0.00 1.00 FY 23 PROPOSED POSITIONS 741.00 160.74 901.74 22-11 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 12 New full-time positions proposed for inclusion in the budget include the following: 1. Addition of one Community Services Officer in the Police Department to manage the body worn camera program. 2. Addition of one Associate Civil Engineer in the Public Works Department to help facilitate the timely delivery of the City's increasing level of capital improvement projects. 3. One Management Fellow was added mid -year in fiscal year 2021-22 for the Management Fellowship program. 4. One Public Works Inspector position is proposed that is fully offset by reduced contract expenditures. As previously discussed with the City Council, seven part-time positions are proposed to be reclassified to fulltime positions in order to address recruitment and retention challenges: DepartmentPosition Community Development Limited Term Planning Technician FTE Change None Community Development Department Assistant None Community Development Building Inspector (Combination) (0.50) City Manager Management Analyst 0.20 Finance Buyer None Finance / Recreation Senior Fiscal Clerk (Combination) None Recreation Total Office Assistant 0.10 (0.20) Additional minimal part-time staffing changes provide additional support for utilities undergrounding projects and convert contract maintenance staff to City employees to increase service levels and reduce turnover. Lastly, there are various position reclassifications, as shown in the proposed position changes table on the previous page, and salary adjustments included in the budget that do not increase the total FTE count for the City and address departmental reorganizations and salary studies. Chapter 2.28 of the Newport Beach Municipal Code (NBMC) addresses the establishment of classifications and salary ranges. Section 2.28.030 states the City Manager shall review and recommend changes to the City Council at least annually. It has been the City's practice to bring forth the City Manager's recommendations annually during the budget approval process. 22-12 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 13 In addition to the NBMC requirements, CalPERS requires all pay schedules (Attachment B) to be publicly available. The pay schedule must meet the following requirements: 1) be duly approved and adopted by the employer's governing body in accordance with requirements of applicable meeting laws; 2) identify the position title for every employee position; 3) show the pay rate as a single amount or multiple amounts within a range for each identified position; 4) indicate the time base, including, but not limited to, whether the time base is hourly, daily, biweekly, monthly, bi-monthly, or annually; 5) be posted at the office of the employer or immediately accessible and available for public review during normal business hours or posted on the employer's website; 6) indicate an effective date and date of any revisions; 7) be retained by the employer and available for public inspection for not less than five years; and 8) not reference another document in lieu of disclosing the pay rate. Council's approval of Attachment B, with its approval of the budget, facilitates compliance with these requirements. Changes included in the salary schedule not previously discussed include: 1. The letter "R" has been added to the grade number for designated retired annuitant positions. 2. Salary ranges have been adjusted to adhere to the State of California minimum wage increases, as necessary. 3. Salary schedules for the Council Appointees (City Manager, City Attorney, and City Clerk) were increased by 2% in accordance with Resolution No. 2021-8. 4. Salary schedules for the Mayor and City Council were increased by 5% in accordance with City Charter Section 402. Also included as Attachment C is the salary schedule for the Lifeguard Operations Assistant Chief, which was omitted from the 2022-2025 Lifeguard Management Association MOU Salary Schedule in error when previously approved by the City Council. This salary schedule reflects only the salary increases approved at that time. Proposed Budget Revisions Included as Exhibit 1 to Attachment A are the Proposed Budget Revisions. In the General Fund, minor additions totaling $334,000 are proposed. These include $48,000 related to labor contracts approved following publication of the proposed budget document, $115,000 for an increase to the City's janitorial services contract approved following publication of the proposed budget document, $145,000 to accommodate the significant increase in fuel costs, and $26,000 related to eliminating the Student Aide job title and reflecting all existing Student Aide positions as Intern positions. In other funds, $1,500 was added for non -General Fund components of the janitorial services contract, $41,000 was added for fuel costs, and $450,000 was added to reflect the correct final project budget for the Junior Lifeguard Building CIP project. Revenues were also added for other funds, including $450,000 of donated funds offsetting the increase to the Junior Lifeguard Building CIP project and $936,000 for development - agreement -related revenues in the Facilities Financial Plan Fund that were omitted in error from the proposed budget document. 22-13 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 14 Structural Budget Surplus The General Fund budget as proposed includes an excess of revenues over expenditures of nearly $7.5 million. This surplus is structural in nature, meaning it is not the result of one-time revenues, and is expected to continue in future fiscal years absent appropriation of the surplus toward recurring expenditures. After adding program enhancements to the proposed budget and increasing the allocations to the City's various savings programs, a surplus remains. This is likely an unprecedented situation in the City's history, certainly in the last 10-20 years. It is a testament to the strength of the City's tax base and the growth seen in the revenues derived from the City's strong economic engine. After reviewing the budget and considering possible uses for the surplus funds, the Finance Committee recommends that the City Council appropriate the funds to one-time uses as follows: 1. $5.0 million to prefund the typical year-end contribution to the City's UAL payment to bring the total contribution for fiscal year 2022-23 to $45 million. 2. $1.0 million to be transferred to the Facilities Financial Plan Fund in anticipation of the results of the park facilities study included in the proposed capital improvement program, which is anticipated to identify new facility replacement needs. 3. $1.5 million to be transferred to the Capital Improvement Program Fund to be allocated to future capital projects as part of the fiscal year 2023-24 budget process. A budget amendment has been included as Attachment D to implement these recommendations. It should be noted that by prefunding the additional UAL contribution, the City has fully met its obligation toward the UAL reduction plan for fiscal year 2022-23 that has previously been endorsed by the Finance Committee. Under City Council Policy F-5, half of the projected fiscal year 2021-22 year-end surplus will be allocated to long-term liabilities, which typically has meant the CalPERS UAL. Based on the feedback received from the Finance Committee, staff anticipates returning to the City Council in October with recommendations to allocate the entire year-end surplus to capital projects, though the final recommendation will depend on the amount of the surplus, any subsequently identified needs, and further consultation with the Finance Committee in September. An allocation of the entire surplus to capital projects rather than 50% of the surplus going to long-term liability reduction as dictated by City Council Policy F-5 will require a waiver of City Council Policy F-5, as was done at year-end last October. The recent sizable year-end surpluses have merited deviation from the policy given the unique circumstances. 22-14 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 15 Proposed City Council Policy Revisions The Resolution included as Attachment F would amend City Council Policy F-2 — Reserve Policy and City Council Policy F-28 — Facilities and Harbor and Beaches Financial Planning Programs to implement certain changes recommended by the Finance Committee and other minor edits recommended by staff. Redlines of the proposed policy revisions are included as Exhibits 1 and 2 to Attachment E. City Council Policy F-28, last amended in 2019, governs the City's savings programs for facilities and for the harbor and beaches. The proposed budget allocates $8.6 million and $4.6 million, respectively, to these two programs in fiscal year 2022-23. The Finance Committee comprehensively reviewed the adequacy of the contributions to these and other savings programs within the budget as part of its Work Plan during fiscal year 2021- 22. As a result of that review, the following changes are recommended to City Council Policy F-28: 1. The minimum contribution to the Facilities Financial Plan, currently set at 3% of General Fund revenues, is proposed to be set at 3% of General Fund revenues or the budgeted total debt service payment, whichever is greater. Current debt service with payments for the fire station debt now included in the budget is approximately $8.6 million per year, while the recent contribution amount of $8.5 million exceeds 3% of General Fund revenues. Making this change ensures that debt service payments do not require a drawdown in the Facilities Financial Plan Fund's fund balance. 2. Language has been added to specify what an appropriate contribution amount to the Harbor and Beaches Master Plan funding program should be. The proposed language indicates that it should be adequate to fully fund the proposed long-term facility replacement schedule and adjusted annually to account for the future impact of inflation on the program's funding. 3. Language has been added to specify that when Facilities Financial Plan contributions exceed the debt service payment amount for a given fiscal year there should be a breakdown of the proposed transfer into the amount allocated to debt service and the amount allocated to fund balance. 4. Language has been relocated from City Council Policy F-2 regarding the minimum fund balance requirements for the Facilities Financial Plan Fund to collocate all policy guidance regarding this program in one City Council Policy. City Council Policy F-2, last amended in 2018, governs the City's reserve levels in various funds including the General Fund, water and wastewater enterprise funds, and internal service funds. This policy was recently reviewed by staff to ensure that it was consistent with current practice and regulatory guidance as well as the aforementioned recent discussions by the Finance Committee regarding the adequacy of the City's various savings programs. As a result of that review, the following changes are recommended to City Council Policy F-2: 22-15 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 16 1. Language has been relocated to City Council Policy F-28 regarding the minimum fund balance requirements for the Facilities Financial Plan Fund. 2. A dated and not inflation -adjusted specific dollar amount for the annual contribution to the Oil and Gas reserve for closing abandoned wells has been removed and replaced by a requirement to set the contribution at an appropriate amount, consistent with other similar reserves and savings programs. 3. The target confidence level utilized for setting annual funding requirements for the City's workers compensation and liability insurance internal service funds has been increased from 75% to 80% to be consistent with current practice and the recommendation of staff and outside consultants. Other minor adjustments to both policies have been proposed for clarity, consistency, or to conform to current accounting guidance. None of these minor changes alter the substantive content of the policies and all have been included in the redline edits shown. FISCAL IMPACT: In accordance with the City Charter, the City Manager is presenting the City of Newport Beach's fiscal year 2022-23 proposed operating and capital budget and fiscal years 2022- 2028 Capital Improvement Program (CIP) Plan. The operating budget totals $330.9 million, the capital budget totals $71.0 million in fiscal year 2022-23, and transfers for all funds total $64.1. The proposed General Fund budget is balanced, with revenues exceeding expenditures by $7.5 million prior to the recommended one-time appropriations from the surplus discussed in this report. ENVIRONMENTAL REVIEW: Staff recommends the City Council find this action is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. NOTICING: The agenda item has been noticed according to the Brown Act (72 hours in advance of the meeting at which the City Council considers the item). 22-16 Resolution Nos. 2022-42 and 2022-43: Fiscal Year 2022-23 Budget Adoption, Budget Public Hearing, Recommendations from the Finance Committee, and Proposed Budget Revision Items; and City Council Policy F2, Reserve Policy, and City Council Policy F-28, Facilities and Harbor and Beaches Financial Planning Programs June 14, 2022 Page 17 ATTACHMENTS: Attachment A — Resolution No. 2022-42 and Exhibit 1 (Proposed Budget Revisions) Attachment B — City Manager's Recommended List of City Position Classifications and Salary Ranges Attachment C — Salary Schedule for Lifeguard Operations Assistant Chief Attachment D — Budget Amendment No. 23-001 Attachment E — Redline of City Council Policy F-2 and Redline of City Council Policy F-28 /_iwssi'1miamom.7[1wo i orewasyna C3 22-17 Attachment A Resolution No. 2022-42 and Exhibit 1 (Proposed Budget Revisions) 22-18 RESOLUTION NO. 2022-42 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT BEACH, CALIFORNIA, ADOPTING THE BUDGET FOR THE 2022-23 FISCAL YEAR WHEREAS, the City Manager of the City of Newport Beach ("City") has prepared and submitted to the City Council a proposed annual budget for the Fiscal Year 2022-23 consistent with the City Charter Article XI (Fiscal Administration); WHEREAS, the City's Finance Committee has reviewed and discussed the City Manager's proposed annual budget for Fiscal Year 2022-23; WHEREAS, the proposed annual budget was submitted to the City Council at least thirty-five days (35) prior to the beginning of the fiscal year as required by City Charter Section 1102 (Budget Submission to City Council); WHEREAS, the City Council has reviewed the proposed annual budget, determined the time for the holding of a public hearing thereon, and caused a notice of the public hearing to be published not less than ten (10) days prior thereto in the official newspaper of the City, and copies of the proposed annual budget were made available for inspection by the public in the Office of the City Clerk and the Finance Department at least ten (10) days prior to the public hearing; WHEREAS, the City Council held a public hearing on the proposed budget on June 14, 2022, and has made such revisions to the proposed budget as deemed advisable; WHEREAS, the City Manager has the authority to approve budget increases not to exceed Ten Thousand Dollars ($10,000) in any Budget Activity or Capital Project, in accordance with City Council Policy F-3 (Budget Adoption and Administration); WHEREAS, the City Manager may accept certain donations and grants on behalf of the City and appropriate funds for the purpose intended, in accordance with City Council Policies; WHEREAS, all requirements of the City Charter and Newport Beach Municipal Code relating to the preparation and consideration of the annual budget and establishment of employee salary ranges have been complied with; and WHEREAS, all appropriations in the Capital Improvement Budget for projects currently underway and remaining unexpended as of June 30, 2022, as approved by the City Council in prior years, are hereby appropriated to the 2022-23 Fiscal Year. NOW, THEREFORE, the City Council of the City of Newport Beach resolves as follows: 22-19 Resolution No. 2022- Page 2 of 4 Section 1: The City Council does hereby adopt the budget of the City of Newport Beach for the 2022-23 Fiscal Year, including employee salary ranges contained therein, and as revised by the City Council via the proposed budget revisions. Total new appropriations of $401,129,898 ($364,115,044 without internal charges) plus any items on the approved proposed budget revisions attached as Exhibit 1, and incorporated herein by reference, have been allocated to the following funds in the amounts hereinafter shown: 010 012 100 101 105 110 111 120 121 122 126 135 160 164 166 513 532 536 562 571 701 702 711 712 748 749 750 751 752 760 762 764 765 800 831 Operating Capital Total Fund Expenditures Budget Budget General Fund 244,186,089 - 244,186,089 General Fund Capital Projects - 7,030,000 7,030,000 Tidelands Operating Fund 3,677,993 1,975,000 5,652,993 Harbor & Beaches Capital Plan Fund - 3,471,406 3,471,406 Asset Forfeiture Fund 65,000 - 65,000 OTS Grant Fun 67,773 - 67,773 SLESF - COPS Fund 200,000 - 200,000 CDBG Fund 394,134 - 394,134 State Gas Tax Fund - 2,075,000 2,075,000 Measure M 2 - 1,857,000 1,857,000 SB1 Gas Tax RMRA Fund - 2,000,000 2,000,000 Misc. Cooperative Projects - 8,052,000 8,052,000 Environmental Liability Fund 684,738 - 684,738 Fostering Interest in Nature (FiiN) Fund 147,000 - 147,000 American Rescue Plan Act Fund - 10,100,000 10,100,000 Facilities Financing Plan Fund - 6,900,000 6,900,000 Fire Station Rebuild - 900,000 900,000 Neighborhood Enhancement Parks & Community Centers Facilities Maintenance Plan (FMP) Water Enterprise Fund Water Capital Fund Wastewater Enterprise Fund Wastewater Capital Fund Other Insurance Fund Uninsured Claims Reserve Workers Comp Reserve General Liability Reserve Equipment Maintenance Compensated Absence Fund Retiree Medical Fund Res Information Technology Fund - Operations Information Technology Fund - Strategic Debt Service Fund Ackerman Donation Fund 14,121,434 14,121,434 2,350,000 2,350,000 2,500,000 2,500,000 28,404,922 400,000 28,804,922 - 4,869,000 4,869,000 4,884,150 100,000 4,984,150 - 1,500,000 1.500,000 2,551,666 - 2,551,666 1,845,000 - 1,845,000 3,958,151 - 3,958,151 6,898,808 - 6,898,808 5,574,776 379,452 5,954,228 2,030,000 - 2,030,000 7,078,328 - 7,078,328 5,731,277 - 5,731,277 1,346,849 - 1,346,849 10,817,953 - 10,817,953 5,000 - 5,000 330,549,606 70,580,292 401,129,898 22-20 Resolution No. 2022- Page 3 of 4 Section 2: An interfund transfer is a governmental accounting term used to describe an internal flow of resources between the funds listed below and these transfers do not constitute expenditures by the City. The total approved interfund transfers include the following amounts by fund: 010 012 100 101 167 513 562 571 701 702 752 800 Fund General Fund General Fund Capital Projects Tidelands Operating Fund Harbor & Beaches Capital Plan Fund Oceanfront Encroachment Fund Facilities Financing Plan Fund Parks & Community Centers Facilities Maintenance Plan (FMP) Water Enterprise Fund Water Capital Fund Equipment Maintenance Debt Service Fund Transfers In Transfers Out 17,300,724 31,597,269 6,030,000 - 9,987, 817 17, 300,724 4,600,000 - - 500,000 8,600, 000 11, 027, 620 2,350,000 - 2,500,000 - - 3,637,843 3,637, 843 - 379,452 - 8,677,620 - 64,063,456 64,063,456 Section 3: An interfund reimbursement is an accounting term to describe "repayments from funds responsible for particular expenditures" to the funds that initially paid for them. The transfer into the General Fund, from the Tidelands Operating Fund, as described in Section 2 shall be reclassified as an interfund reimbursement when actual expenditures are known at the end of the fiscal year. Section 4: A copy of the approved budget, certified by the City Clerk shall be filed with the persons retained by the City Council to perform auditing functions for the City Council, and a further copy shall be placed, and shall remain on file, in the Office of the City Clerk where it shall be available for public inspection. Section 5: The budget so certified shall be reproduced and copies made available for the use of the public and of departments, offices, and agencies in the City. Section 6: The recitals provided in this resolution are true and correct and are incorporated into the operative part of this resolution. 22-21 Resolution No. 2022- Page 4 of 4 Section 7: If any section, subsection, sentence, clause or phrase of this resolution is, for any reason, held to be invalid or unconstitutional, such decision shall not affect the validity or constitutionality of the remaining portions of this resolution. The City Council hereby declares that it would have passed this resolution, and each section, subsection, sentence, clause or phrase hereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases be declared invalid or unconstitutional. Section 8: The City Council finds the adoption of this resolution is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Division 6, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. Section 9: This resolution, and the salary ranges contained therein, shall take effect immediately upon its adoption by the City Council, and the City Clerk shall certify the vote adopting the resolution. ADOPTED this 14th day of June, 2022. Kevin Muldoon Mayor ATTEST: Leilani I. Brown City Clerk APPROVED AS TO FORM: CITY ATTORNEY'S OFFICE a."-- C , P o" Aaron C. Harp City Attorney Attachment: Exhibit 1 - Proposed Budget Revisions 22-22 EXHIBIT 1 PROPOSED BUDGET REVISIONS FISCAL YEAR 2022-23 GENERALFUND Budget Increase (Decrease) Expenditures 1 Fuel Costs $ 145,179 2 Student Aides reclassified to Interns $ 25,966 3 Janitorial Services $ 114,993 _ 4 Lifeguard Management Association MOU $ 38,626 5 Ci -Clerk_A reement -- - - - -- - - - -- $ - --- 9,553 Total Expenditure Budget Changes $ 334,316 Revenue 1 2 3 -- _ Total Revenue Budget Changes $ - Total General Fund Changes: $ (334,316) ���iiL�i���_► Budget Increase (Decrease) Expenditures 1 Janitorial Services-. Fund 701 (Water Enterprise Fund) $ 1,000 2 Janitorial Services - Fund 711 (Wasterwater Enterprise Fund) $ _ 501 3 Fuel Budgets - Fund 701 (Water Enterprise Fund) $ 26,000 4 . _. - _-_ Fuel Budgets - Fund 752 C[Equipment Fund) $ 15,000 5 CIP-erect -19F13 Junior Lifeguards Building — $ 4501000 6 Total Expenditure Budget Changes $ 492,501 Revenue 1 Park Zone 9 - Residence at Newport Center $ 846,076 2 Park Zone 10 - Estimated Parcel Maps $ 90,000 3 Contributions Fund -19F13 Junior Lifeguards Building $ 450,000 Total Revenue Budget Changes $ 1,386,076 Total Other Fund Changes: $ 893,575 22-23 Attachment B City Manager's Recommended List of City Position Classifications and Salary Ranges 22-24 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 01/01/2022 ACCOUNTANT PROFESSIONAL TECHNICAL 30 1 $ 34.15 $ 71,039 2 $ 35.85 $ 74,559 3 $ 37.64 $ 78,297 4 $ 39.56 $ 82,275 5 $ 41.49 $ 86,303 6 $ 43.60 $ 90,692 7 $ 45.71 $ 95,080 8 $ 47.98 $ 99,806 01/01/2022 ACCOUNTANT, SENIOR PROFESSIONAL TECHNICAL 31 1 $ 39.23 $ 81,600 2 $ 41.22 $ 85,748 3 $ 43.25 $ 89,968 4 $ 45.46 $ 94,550 5 $ 47.72 $ 99,251 6 $ 50.09 $ 104,195 7 $ 52.57 $ 109,355 8 $ 55.21 $ 114,829 01/15/2022 ADMINISTRATIVE MANAGER KEY&MGT, DIVISION MGMT 04B 1 $ 51.74 $ 107,613 2 $ 54.36 $ 113,068 3 $ 57.02 $ 118,596 4 $ 59.89 $ 124,562 5 $ 62.88 $ 130,796 01/15/2022 ADMINISTRATIVE MANAGER' KEY&MGT, DIVISION MGMT 99 1 $ 78.13 $ 162,502 01/01/2022 ASSISTANT, ADMINISTRATIVE CITY EMPLOYEES 75 1 $ 30.64 $ 63,732 2 $ 32.17 $ 66,915 3 $ 33.77 $ 70,243 4 $ 35.44 $ 73,715 5 $ 37.23 $ 77,429 6 $ 39.07 $ 81,263 7 $ 41.06 $ 85,410 8 $ 43.06 $ 89,558 01/15/2022 ASSISTANT, ADMINISTRATIVE (K&M) KEY&MGT, CONFIDENTIAL 05 1 $ 31.13 $ 64,753 2 $ 32.69 $ 67,992 3 $ 34.32 $ 71,377 4 $ 36.06 $ 75,005 5 $ 37.80 $ 78,634 6 $ 39.74 $ 82,652 7 $ 41.73 $ 86,792 8 $ 43.83 $ 91,175 01/15/2022 ASSISTANT, ADMINISTRATIVE P/T PART-TIME EMPLOYEES 05E 1 $ 29.50 $ 61,368 2 $ 30.97 $ 64,421 3 $ 32.51 $ 67,630 4 $ 34.17 $ 71,082 5 $ 35.82 $ 74,513 6 $ 37.65 $ 78,319 7 $ 39.54 $ 82,236 8 $ 41.54 $ 86,397 01/01/2022 ASSISTANT, DEPARTMENT CITY EMPLOYEES 55 1 $ 24.59 $ 51,145 2 $ 25.81 $ 53,677 3 $ 27.08 $ 56,329 4 $ 28.44 $ 59,151 Proposed Citywide Salary Schedule Page 1 of 39 June 14, 2022 22-25 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 5 $ 29.88 $ 62,141 6 $ 31.36 $ 65,227 7 $ 32.92 $ 68,483 8 $ 34.57 $ 71,907 01/15/2022 ASSISTANT, DEPARTMENT P/T PART-TIME EMPLOYEES 55 1 $ 23.13 $ 48,111 2 $ 24.30 $ 50,546 3 $ 25.51 $ 53,069 4 $ 26.79 $ 55,725 5 $ 28.13 $ 58,512 6 $ 29.54 $ 61,434 7 $ 31.01 $ 64,510 8 $ 32.56 $ 67,719 01/15/2022 ASSISTANT, EXECUTIVE KEY&MGT, CONFIDENTIAL 08A 1 $ 34.21 $ 71,157 2 $ 35.92 $ 74,713 3 $ 37.69 $ 78,390 4 $ 39.58 $ 82,335 5 $ 41.61 $ 86,548 6 $ 43.61 $ 90,712 7 $ 45.87 $ 95,412 8 $ 48.14 $ 100,137 01/01/2022 ASSISTANT, OFFICE CITY EMPLOYEES 15 1 $ 21.02 $ 43,718 2 $ 22.07 $ 45,912 3 $ 23.19 $ 48,227 4 $ 24.36 $ 50,663 5 $ 25.56 $ 53,171 6 $ 26.85 $ 55,847 7 $ 28.17 $ 58,596 8 $ 29.59 $ 61,538 01/15/2022 ASSISTANT, OFFICE P/T PART-TIME EMPLOYEES 15 1 $ 19.75 $ 41,074 2 $ 20.79 $ 43,243 3 $ 21.82 $ 45,389 4 $ 22.90 $ 47,624 5 $ 24.05 $ 50,015 6 $ 25.25 $ 52,515 7 $ 26.51 $ 55,149 8 $ 27.85 $ 57,937 01/15/2022 BUDGET ANALYST KEY&MGT, CONFIDENTIAL 15B 1 $ 39.92 $ 83,042 2 $ 41.91 $ 87,181 3 $ 44.01 $ 91,540 4 $ 46.19 $ 96,070 5 $ 48.48 $ 100,843 6 $ 50.93 $ 105,933 7 $ 53.45 $ 111,168 8 $ 56.15 $ 116,794 01/15/2022 BUDGET ANALYST, SENIOR KEY&MGT, CONFIDENTIAL 25 1 $ 46.19 $ 96,070 2 $ 48.48 $ 100,843 3 $ 50.94 $ 105,957 4 $ 53.45 $ 111,168 5 $ 56.15 $ 116,794 6 $ 58.95 $ 122,614 Proposed Citywide Salary Schedule Page 2 of 39 June 14, 2022 22-26 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 7 $ 61.90 $ 128,751 8 $ 65.01 $ 135,229 01/01/2022 BUILDING INSPECTOR I PROFESSIONAL TECHNICAL 33A 1 $ 33.69 $ 70,074 2 $ 35.36 $ 73,547 3 $ 37.13 $ 77,236 4 $ 39.02 $ 81,167 5 $ 40.94 $ 85,145 6 $ 42.99 $ 89,413 7 $ 45.13 $ 93,874 8 $ 47.40 $ 98,601 01/01/2022 BUILDING INSPECTOR II PROFESSIONAL TECHNICAL 36 1 $ 36.19 $ 75,283 2 $ 38.03 $ 79,093 3 $ 39.93 $ 83,047 4 $ 41.93 $ 87,219 5 $ 44.02 $ 91,559 6 $ 46.21 $ 96,117 7 $ 48.52 $ 100,915 8 $ 50.95 $ 105,979 01/15/2022 BUILDING INSPECTOR II P/T PART-TIME EMPLOYEES 36 1 $ 35.56 $ 73,960 2 $ 37.36 $ 77,700 3 $ 39.22 $ 81,572 4 $ 41.20 $ 85,689 5 $ 43.24 $ 89,938 6 $ 45.40 $ 94,430 7 $ 47.67 $ 99,144 8 $ 50.05 $ 104,101 01/01/2022 BUILDING INSPECTOR, PRINCIPAL PROFESSIONAL TECHNICAL 99 1 $ 42.91 $ 89,244 2 $ 45.04 $ 93,681 3 $ 47.29 $ 98,359 4 $ 49.63 $ 103,230 5 $ 52.12 $ 108,415 6 $ 54.74 $ 113,864 7 $ 57.47 $ 119,531 8 $ 60.37 $ 125,560 01/15/2022 BUILDING INSPECTOR, PRINCIPAL P/T PART-TIME EMPLOYEES 37R 1 $ 58.27 $ 121,208 01/01/2022 BUILDING INSPECTOR, SENIOR PROFESSIONAL TECHNICAL 44A 1 $ 38.92 $ 80,949 2 $ 40.85 $ 84,976 3 $ 42.93 $ 89,293 4 $ 45.05 $ 93,706 5 $ 47.32 $ 98,431 6 $ 49.63 $ 103,230 7 $ 52.18 $ 108,535 8 $ 54.78 $ 113,937 01/01/2022 BUYER CITY EMPLOYEES 01 1 $ 30.71 $ 63,877 2 $ 32.25 $ 67,084 3 $ 33.85 $ 70,412 4 $ 35.56 $ 73,956 5 $ 37.33 $ 77,646 6 $ 39.20 $ 81,528 7 $ 41.17 $ 85,628 Proposed Citywide Salary Schedule Page 3 of 39 June 14, 2022 22-27 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE 01/01/2022 BUYER, SENIOR 06/18/2022 CITY ATTORNEY 01/15/2022 CITY ATTORNEY, ASSISTANT 01/15/2022 CITY ATTORNEY, DEPUTY 06/18/2022 CITY CLERK 01/15/2022 CITY CLERK, ASSISTANT 01/15/2022 CITY CLERK, ASSISTANT P/T 01/15/2022 CITY CLERK, DEPUTY 0611812022 CITY COUNCIL MEMBER 01/15/2022 CITY ENGINEER, ASSISTANT Proposed Citywide Salary Schedule EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 8 $ 43.18 $ 89,823 CITY EMPLOYEES 55A 1 $ 36.24 $ 75,379 2 $ 38.06 $ 79,165 3 $ 39.94 $ 83,071 4 $ 41.94 $ 87,243 5 $ 44.03 $ 91,583 6 $ 46.23 $ 96,165 7 $ 48.53 $ 100,940 8 $ 50.99 $ 106,052 APPOINTEES 18 0 $ 88.42 $ 183,907 1 $ 110.52 $ 229,872 2 $ 132.61 $ 275,837 KEY&MGT, EXECUTIVE 22A 0 $ 72.08 $ 149,921 1 $ 90.09 $ 187,382 2 $ 108.10 $ 224,843 KEY&MGT, DIVISION MGMT 16E 1 $ 69.59 $ 144,751 2 $ 73.08 $ 152,008 3 $ 76.73 $ 159,605 4 $ 80.57 $ 167,593 5 $ 84.57 $ 175,897 APPOINTEES 01 0 $ 53.07 $ 110,376 1 $ 66.33 $ 137,965 2 $ 79.59 $ 165,552 KEY&MGT, CONFIDENTIAL 71 1 $ 42.58 $ 88,560 2 $ 44.71 $ 92,997 3 $ 46.95 $ 97,647 4 $ 49.30 $ 102,534 5 $ 51.76 $ 107,658 6 $ 54.35 $ 113,043 7 $ 57.06 $ 118,689 8 $ 59.93 $ 124,644 PART-TIME EMPLOYEES 03 1 $ 33.59 $ 69,866 2 $ 35.29 $ 73,406 3 $ 37.06 $ 77,080 4 $ 38.91 $ 80,931 5 $ 40.87 $ 85,003 6 $ 42.91 $ 89,252 7 $ 45.06 $ 93,722 8 $ 47.32 $ 98,436 KEY&MGT, CONFIDENTIAL 07 1 $ 32.70 $ 68,016 2 $ 34.33 $ 71,401 3 $ 36.07 $ 75,030 4 $ 37.84 $ 78,707 5 $ 39.75 $ 82,676 6 $ 41.74 $ 86,816 7 $ 43.86 $ 91,224 8 $ 46.02 $ 95,729 CITY COUNCIL 01 1 - $ 18,790 KEY&MGT, DIVISION MGMT 15A 1 $ 71.28 $ 148,257 2 $ 74.83 $ 155,636 Page 4 of 39 June 14, 2022 22-28 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 3 $ 78.57 $ 163,428 4 $ 82.51 $ 171,611 5 $ 86.63 $ 180,183 0611812022 CITY MANAGER APPOINTEES 19 0 $ 101.91 $ 211,966 1 $ 127.38 $ 264,951 2 $ 152.85 $ 317,937 01/15/2022 CITY MANAGER, ASSISTANT KEY&MGT, EXECUTIVE 17A 0 $ 84.33 $ 175,410 1 $ 105.41 $ 219,244 2 $ 126.48 $ 263,079 01/15/2022 CITY MANAGER, DEPUTY KEY&MGT, EXECUTIVE 11E 0 $ 66.01 $ 137,299 1 $ 77.30 $ 160,775 2 $ 88.58 $ 184,252 01/15/2022 CITY TRAFFIC ENGINEER KEY&MGT, DIVISION MGMT 15E 1 $ 71.28 $ 148,257 2 $ 74.83 $ 155,636 3 $ 78.57 $ 163,428 4 $ 82.51 $ 171,611 5 $ 86.63 $ 180,183 01/01/2022 CIVIL ENGINEER PROFESSIONAL TECHNICAL 95 1 $ 47.40 $ 98,601 2 $ 49.83 $ 103,640 3 $ 52.28 $ 108,752 4 $ 54.89 $ 114,178 5 $ 57.66 $ 119,941 6 $ 60.55 $ 125,946 7 $ 63.55 $ 132,191 8 $ 66.74 $ 138,822 01/01/2022 CIVIL ENGINEER, ASSOCIATE PROFESSIONAL TECHNICAL 90 1 $ 45.20 $ 94,019 2 $ 47.45 $ 98,697 3 $ 49.85 $ 103,689 4 $ 52.31 $ 108,801 5 $ 54.93 $ 114,250 6 $ 57.68 $ 119,965 7 $ 60.57 $ 125,993 8 $ 63.56 $ 132,215 01/15/2022 CIVIL ENGINEER, PRINCIPAL KEY&MGT, DIVISION MGMT 13 1 $ 67.86 $ 141,146 2 $ 71.25 $ 148,208 3 $ 74.80 $ 155,587 4 $ 78.55 $ 163,380 5 $ 82.48 $ 171,562 01/01/2022 CIVIL ENGINEER, SENIOR PROFESSIONAL TECHNICAL 98 1 $ 52.23 $ 108,632 2 $ 54.81 $ 114,009 3 $ 57.56 $ 119,724 4 $ 60.43 $ 125,704 5 $ 63.47 $ 132,022 6 $ 66.64 $ 138,605 7 $ 69.96 $ 145,526 8 $ 73.47 $ 152,808 01/15/2022 CIVIL ENGINEER, SENIOR (K&M) KEY&MGT, CONFIDENTIAL 04A 1 $ 52.74 $ 109,707 2 $ 55.35 $ 115,138 3 $ 58.13 $ 120,909 4 $ 61.03 $ 126,949 Proposed Citywide Salary Schedule Page 5 of 39 June 14, 2022 22-29 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE 01/15/2022 CIVIL ENGINEER, SENIOR PT 01/01/2022 CODE ENFORCEMENT OFFICER I 01/15/2022 CODE ENFORCEMENT OFFICER I P/T 01/01/2022 CODE ENFORCEMENT OFFICER II 01/01/2022 CODE ENFORCEMENT OFFICER TRAINEE EE GROUP PART-TIME EMPLOYEES PROFESSIONAL TECHNICAL PART-TIME EMPLOYEES PROFESSIONAL TECHNICAL PROFESSIONAL TECHNICAL 01/15/2022 CODE ENFORCEMENT OFFICER TRAINEE P/T PART-TIME EMPLOYEES 01/01/2022 CODE ENFORCEMENT OFFICER, SENIOR Proposed Citywide Salary Schedule PROFESSIONAL TECHNICAL Page 6 of 39 GRADE STEP HOURLY RATE ANNUAL SALARY 5 $ 64.10 $ 133,329 6 $ 67.30 $ 139,977 7 $ 70.66 $ 146,967 8 $ 74.19 $ 154,321 47R 1 $ 70.92 $ 147,513 23 1 $ 28.58 $ 59,440 2 $ 30.00 $ 62,406 3 $ 31.51 $ 65,541 4 $ 33.10 $ 68,844 5 $ 34.74 $ 72,269 6 $ 36.49 $ 75,909 7 $ 38.30 $ 79,671 8 $ 40.22 $ 83,650 23 1 $ 27.34 $ 56,875 2 $ 28.72 $ 59,730 3 $ 30.15 $ 62,717 4 $ 31.67 $ 65,882 5 $ 33.25 $ 69,157 6 $ 34.93 $ 72,654 7 $ 36.65 $ 76,239 8 $ 38.48 $ 80,045 35A 1 $ 32.88 $ 68,386 2 $ 34.52 $ 71,810 3 $ 36.25 $ 75,404 4 $ 38.08 $ 79,213 5 $ 39.94 $ 83,071 6 $ 42.00 $ 87,364 7 $ 44.03 $ 91,583 8 $ 46.30 $ 96,310 29 1 $ 23.82 $ 49,553 2 $ 25.01 $ 52,013 3 $ 26.26 $ 54,617 4 $ 27.57 $ 57,342 5 $ 28.95 $ 60,212 6 $ 30.40 $ 63,226 7 $ 31.92 $ 66,385 8 $ 33.52 $ 69,713 14 1 $ 23.24 $ 48,333 2 $ 24.39 $ 50,723 3 $ 25.61 $ 53,268 4 $ 26.89 $ 55,923 5 $ 28.24 $ 58,734 6 $ 29.64 $ 61,655 7 $ 31.13 $ 64,753 8 $ 32.68 $ 67,984 47 1 $ 37.01 $ 76,971 2 $ 38.86 $ 80,829 3 $ 40.78 $ 84,832 4 $ 42.86 $ 89,148 5 $ 44.97 $ 93,536 June 14, 2022 22-30 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 6 $ 47.22 $ 98,214 7 $ 49.58 $ 103,134 8 $ 52.06 $ 108,294 01/01/2022 CODE ENFORCEMENT SUPERVISOR PROFESSIONAL TECHNICAL 99A 1 $ 42.91 $ 89,244 2 $ 45.04 $ 93,681 3 $ 47.29 $ 98,359 4 $ 49.63 $ 103,230 5 $ 52.12 $ 108,415 6 $ 54.74 $ 113,864 7 $ 57.47 $ 119,531 8 $ 60.37 $ 125,560 01/15/2022 COMMUNITY DEV DIRECTOR KEY&MGT, EXECUTIVE 15H 0 $ 80.01 $ 166,424 1 $ 100.01 $ 208,018 2 $ 120.01 $ 249,612 01/15/2022 COMMUNITY DEV DIRECTOR, DEPUTY KEY&MGT, ADMIN MGT 17 1 $ 74.97 $ 155,928 2 $ 78.68 $ 163,648 3 $ 82.62 $ 171,854 4 $ 86.76 $ 180,451 5 $ 91.11 $ 189,510 01/15/2022 CONCRETE FINISHER EMPLOYEES LEAGUE 75A 1 $ 27.94 $ 58,123 2 $ 29.35 $ 61,057 3 $ 30.78 $ 64,014 4 $ 32.34 $ 67,260 5 $ 33.96 $ 70,627 6 $ 35.68 $ 74,211 7 $ 37.45 $ 77,890 8 $ 39.29 $ 81,713 01/01/2022 CONSTRUCTION INSPECTION SUPERVISOR PROFESSIONAL TECHNICAL 90A 1 $ 42.91 $ 89,244 2 $ 45.04 $ 93,681 3 $ 47.29 $ 98,359 4 $ 49.63 $ 103,230 5 $ 52.12 $ 108,415 6 $ 54.74 $ 113,864 7 $ 57.47 $ 119,531 8 $ 60.37 $ 125,560 01/15/2022 CRIME ANALYST, SENIOR P/T PART-TIME EMPLOYEES 03A 1 $ 32.66 $ 67,940 2 $ 34.30 $ 71,348 3 $ 36.03 $ 74,934 4 $ 37.82 $ 78,673 5 $ 39.71 $ 82,590 6 $ 41.70 $ 86,728 7 $ 43.78 $ 91,066 8 $ 45.97 $ 95,625 01/15/2022 CRIME PREVENTION SPECIALIST P/T PART-TIME EMPLOYEES 12 1 $ 30.75 $ 63,957 2 $ 32.28 $ 67,143 3 $ 33.90 $ 70,507 4 $ 35.59 $ 74,026 5 $ 37.38 $ 77,744 6 $ 39.25 $ 81,639 7 $ 41.21 $ 85,711 Proposed Citywide Salary Schedule Page 7 of 39 June 14, 2022 22-31 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 8 $ 43.27 $ 90,004 01/15/2022 CUSTODY OFFICER P/T PART-TIME EMPLOYEES 02 1 $ 28.15 $ 58,557 2 $ 29.56 $ 61,478 3 $ 31.04 $ 64,554 4 $ 32.60 $ 67,807 5 $ 34.23 $ 71,193 6 $ 35.93 $ 74,734 7 $ 37.74 $ 78,496 8 $ 39.62 $ 82,413 01/15/2022 ELECTRICAL & INSTRUMENT SPECIALIST EMPLOYEES LEAGUE 25C 1 $ 31.16 $ 64,808 2 $ 32.73 $ 68,078 3 $ 34.35 $ 71,445 4 $ 36.05 $ 74,980 5 $ 37.89 $ 78,803 6 $ 39.78 $ 82,747 7 $ 41.79 $ 86,932 8 $ 43.88 $ 91,260 01/01/2022 EMP PLANS EXAMINER PROFESSIONAL TECHNICAL 90B 1 $ 45.20 $ 94,019 2 $ 47.45 $ 98,697 3 $ 49.85 $ 103,689 4 $ 52.31 $ 108,801 5 $ 54.93 $ 114,250 6 $ 57.68 $ 119,965 7 $ 60.57 $ 125,993 8 $ 63.56 $ 132,215 01/15/2022 EMS DIVISION CHIEF KEY&MGT, DIVISION MGMT 02D 1 $ 65.58 $ 136,398 2 $ 68.85 $ 143,217 3 $ 72.28 $ 150,352 4 $ 75.91 $ 157,901 5 $ 79.71 $ 165,791 01/01/2022 ENGINEER, ASSOCIATE PROFESSIONAL TECHNICAL 85 1 $ 43.02 $ 89,486 2 $ 45.20 $ 94,019 3 $ 47.45 $ 98,697 4 $ 49.85 $ 103,689 5 $ 52.31 $ 108,801 6 $ 54.93 $ 114,250 7 $ 57.68 $ 119,965 8 $ 60.57 $ 125,993 01/15/2022 ENGINEER, ASSOCIATE P/T PART-TIME EMPLOYEES 85B 1 $ 42.26 $ 87,902 2 $ 44.41 $ 92,372 3 $ 46.61 $ 96,953 4 $ 48.97 $ 101,866 5 $ 51.39 $ 106,890 6 $ 53.96 $ 112,245 7 $ 56.87 $ 118,287 8 $ 59.51 $ 123,775 01/01/2022 ENGINEER, JUNIOR PROFESSIONAL TECHNICAL 54 1 $ 38.92 $ 80,949 2 $ 40.84 $ 84,952 3 $ 42.95 $ 89,341 4 $ 45.04 $ 93,681 Proposed Citywide Salary Schedule Page 8 of 39 June 14, 2022 22-32 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 5 $ 47.32 $ 98,431 6 $ 49.64 $ 103,254 7 $ 52.18 $ 108,535 8 $ 54.80 $ 113,985 01/15/2022 ENGINEER, JUNIOR P/T PART-TIME EMPLOYEES 54A 1 $ 38.02 $ 79,072 2 $ 39.91 $ 83,011 3 $ 41.91 $ 87,171 4 $ 44.01 $ 91,531 5 $ 46.21 $ 96,112 6 $ 48.52 $ 100,915 7 $ 50.94 $ 105,960 8 $ 53.49 $ 111,249 01/01/2022 ENGINEERING TECHNICIAN PROFESSIONAL TECHNICAL 15 1 $ 29.81 $ 61,996 2 $ 31.29 $ 65,082 3 $ 32.89 $ 68,410 4 $ 34.52 $ 71,810 5 $ 36.26 $ 75,427 6 $ 38.07 $ 79,189 7 $ 39.94 $ 83,071 8 $ 42.00 $ 87,364 01/01/2022 ENGINEERING TECHNICIAN, SENIOR PROFESSIONAL TECHNICAL 35D 1 $ 32.88 $ 68,386 2 $ 34.52 $ 71,810 3 $ 36.25 $ 75,404 4 $ 38.08 $ 79,213 5 $ 39.94 $ 83,071 6 $ 42.00 $ 87,364 7 $ 44.03 $ 91,583 8 $ 46.30 $ 96,310 01/15/2022 EQUIPMENT MECHANIC I EMPLOYEES LEAGUE 45 1 $ 24.44 $ 50,837 2 $ 25.65 $ 53,361 3 $ 26.90 $ 55,959 4 $ 28.26 $ 58,772 5 $ 29.68 $ 61,730 6 $ 31.16 $ 64,808 7 $ 32.73 $ 68,078 8 $ 34.35 $ 71,445 01/15/2022 EQUIPMENT MECHANIC II EMPLOYEES LEAGUE 80 1 $ 28.26 $ 58,772 2 $ 29.68 $ 61,730 3 $ 31.16 $ 64,808 4 $ 32.73 $ 68,078 5 $ 34.35 $ 71,445 6 $ 36.05 $ 74,980 7 $ 37.89 $ 78,803 8 $ 39.78 $ 82,747 01/15/2022 EQUIPMENT MECHANIC, SENIOR EMPLOYEES LEAGUE 25F 1 $ 31.16 $ 64,808 2 $ 32.73 $ 68,078 3 $ 34.35 $ 71,445 4 $ 36.05 $ 74,980 5 $ 37.89 $ 78,803 6 $ 39.78 $ 82,747 Proposed Citywide Salary Schedule Page 9 of 39 June 14, 2022 22-33 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 7 $ 41.79 $ 86,932 8 $ 43.88 $ 91,260 01/15/2022 EQUIPMENT OPERATOR I EMPLOYEES LEAGUE 40 1 $ 25.32 $ 52,664 2 $ 26.58 $ 55,285 3 $ 27.94 $ 58,123 4 $ 29.35 $ 61,057 5 $ 30.78 $ 64,014 6 $ 32.34 $ 67,260 7 $ 33.97 $ 70,652 8 $ 35.68 $ 74,211 01/15/2022 EQUIPMENT OPERATOR II EMPLOYEES LEAGUE 65A 1 $ 26.64 $ 55,405 2 $ 27.97 $ 58,171 3 $ 29.37 $ 61,080 4 $ 30.83 $ 64,135 5 $ 32.36 $ 67,309 6 $ 34.00 $ 70,724 7 $ 35.70 $ 74,259 8 $ 37.47 $ 77,938 01/15/2022 FACILITIES MAINTENANCE TECHNICIAN EMPLOYEES LEAGUE 75 1 $ 27.94 $ 58,123 2 $ 29.35 $ 61,057 3 $ 30.78 $ 64,014 4 $ 32.34 $ 67,260 5 $ 33.96 $ 70,627 6 $ 35.68 $ 74,211 7 $ 37.45 $ 77,890 8 $ 39.29 $ 81,713 01/15/2022 FACILITIES MAINTENANCE WORKER II EMPLOYEES LEAGUE 25A 1 $ 23.00 $ 47,831 2 $ 24.14 $ 50,211 3 $ 25.32 $ 52,664 4 $ 26.58 $ 55,285 5 $ 27.94 $ 58,123 6 $ 29.35 $ 61,057 7 $ 30.78 $ 64,014 8 $ 32.34 $ 67,260 01/15/2022 FACILITIES MAINTENANCE WORKER II P/T PART-TIME EMPLOYEES 50A 1 $ 22.27 $ 46,319 2 $ 23.40 $ 48,664 3 $ 24.55 $ 51,055 4 $ 25.80 $ 53,666 5 $ 27.07 $ 56,300 6 $ 28.42 $ 59,110 7 $ 29.85 $ 62,098 8 $ 31.32 $ 65,152 01/15/2022 FINANCE DIRECTOR, DEPUTY KEY&MGT, ADMIN MGT 17C 1 $ 74.97 $ 155,928 2 $ 78.68 $ 163,648 3 $ 82.62 $ 171,854 4 $ 86.76 $ 180,451 5 $ 91.11 $ 189,510 01/15/2022 FINANCE DIRECTOR/TREASURER KEY&MGT, EXECUTIVE 15C 0 $ 80.01 $ 166,424 1 $ 100.01 $ 208,018 2 $ 120.01 $ 249,612 Proposed Citywide Salary Schedule Page 10 of 39 June 14, 2022 22-34 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 01/15/2022 FINANCE MANAGER KEY&MGT, DIVISION MGMT 16 1 $ 66.25 $ 137,810 2 $ 69.58 $ 144,726 3 $ 73.07 $ 151,983 4 $ 76.71 $ 159,557 5 $ 80.53 $ 167,496 06/19/2021 FIRE BATTALION CHIEF, 112 HOURS FIRE MANAGEMENT 01 1 $ 50.27 $ 146,382 2 $ 52.78 $ 153,690 3 $ 55.41 $ 161,353 4 $ 58.19 $ 169,442 5 $ 61.10 $ 177,921 06/19/2021 FIRE BATTALION CHIEF, 80 HOURS FIRE MANAGEMENT 05 1 $ 70.38 $ 146,382 2 $ 73.89 $ 153,690 3 $ 77.57 $ 161,353 4 $ 81.46 $ 169,442 5 $ 85.54 $ 177,921 06/19/2021 FIRE BATTALION CHIEF, STAFF FIRE MANAGEMENT 04 1 $ 75.66 $ 157,369 2 $ 79.45 $ 165,251 3 $ 83.42 $ 173,512 4 $ 87.59 $ 182,178 5 $ 91.97 $ 191,301 01/15/2022 FIRE CAPTAIN 112 HRS FIREFIGHTERS, SAFETY 35 1 $ 32.26 $ 93,947 2 $ 33.88 $ 98,655 3 $ 35.58 $ 103,608 4 $ 37.35 $ 108,773 5 $ 39.22 $ 114,218 6 $ 41.18 $ 119,910 7 $ 43.24 $ 125,918 8 $ 45.40 $ 132,207 01/15/2022 FIRE CAPTAIN 80 HRS FIREFIGHTERS, SAFETY 65 1 $ 45.17 $ 93,953 2 $ 47.43 $ 98,659 3 $ 49.81 $ 103,612 4 $ 52.29 $ 108,768 5 $ 54.91 $ 114,216 6 $ 57.62 $ 119,845 7 $ 60.54 $ 125,924 8 $ 63.56 $ 132,206 01/15/2022 FIRE CAPTAIN, STAFF EMS/TRAINING FIREFIGHTERS, SAFETY 95 1 $ 48.56 $ 101,000 2 $ 50.99 $ 106,050 3 $ 53.53 $ 111,352 4 $ 56.21 $ 116,920 5 $ 59.02 $ 122,766 6 $ 61.97 $ 128,904 7 $ 65.07 $ 135,349 8 $ 68.33 $ 142,117 01/15/2022 FIRE CHIEF KEY&MGT, EXECUTIVE SFTY 01C 0 $ 81.31 $ 169,131 1 $ 101.63 $ 211,396 2 $ 121.95 $ 253,661 01/15/2022 FIRE CHIEF, ASSISTANT KEY&MGT, ADMIN MGT SFTY O1B 1 $ 89.39 $ 185,924 2 $ 93.86 $ 195,219 3 $ 98.55 $ 204,984 Proposed Citywide Salary Schedule Page 11 of 39 June 14, 2022 22-35 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 103.47 $ 215,219 5 $ 108.63 $ 225,947 01/15/2022 FIRE ENGINEER 112 HRS FIREFIGHTERS, SAFETY 15 1 $ 27.48 $ 80,034 2 $ 28.86 $ 84,039 3 $ 30.30 $ 88,220 4 $ 31.82 $ 92,647 5 $ 33.41 $ 97,284 6 $ 35.07 $ 102,132 7 $ 36.82 $ 107,227 8 $ 38.67 $ 112,602 01/15/2022 FIRE ENGINEER 80 HRS FIREFIGHTERS, SAFETY 15A 1 $ 38.48 $ 80,035 2 $ 40.40 $ 84,039 3 $ 42.41 $ 88,220 4 $ 44.54 $ 92,647 5 $ 46.77 $ 97,284 6 $ 49.32 $ 102,583 7 $ 51.55 $ 107,227 8 $ 54.14 $ 112,602 01/15/2022 FIRE MARSHAL KEY&MGT, DIVISION MGMT 02E 1 $ 65.58 $ 136,398 2 $ 68.85 $ 143,217 3 $ 72.28 $ 150,352 4 $ 75.91 $ 157,901 5 $ 79.71 $ 165,791 01/15/2022 FIRE SERVICES COORDINATOR FIREFIGHTERS, NONSAFETY 01 1 $ 32.04 $ 66,653 2 $ 33.64 $ 69,965 3 $ 35.33 $ 73,479 4 $ 37.10 $ 77,168 5 $ 38.96 $ 81,033 6 $ 40.91 $ 85,098 7 $ 42.96 $ 89,364 8 $ 45.11 $ 93,831 01/15/2022 FIREFIGHTER 112 HRS FIREFIGHTERS, SAFETY 05 0 $ 23.29 $ 67,824 1 $ 24.46 $ 71,215 2 $ 25.67 $ 74,764 3 $ 26.97 $ 78,523 4 $ 28.30 $ 82,423 5 $ 29.73 $ 86,569 6 $ 31.21 $ 90,890 7 $ 32.77 $ 95,422 8 $ 34.41 $ 100,200 01/15/2022 FIREFIGHTER 80 HRS FIREFIGHTERS, SAFETY 06 0 $ 32.61 $ 67,829 1 $ 34.24 $ 71,221 2 $ 35.94 $ 74,759 3 $ 37.75 $ 78,523 4 $ 39.62 $ 82,413 5 $ 41.62 $ 86,579 6 $ 43.70 $ 90,895 7 $ 45.87 $ 95,412 8 $ 48.18 $ 100,205 01/15/2022 FIREFIGHTER PARAMEDIC 1122 FIREFIGHTERS, SAFETY 25 1 $ 29.95 $ 87,201 Proposed Citywide Salary Schedule Page 12 of 39 June 14, 2022 22-36 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 2 $ 31.44 $ 91,558 3 $ 33.01 $ 96,125 4 $ 34.66 $ 100,938 5 $ 36.39 $ 105,962 6 $ 38.21 $ 111,267 7 $ 40.13 $ 116,853 8 $ 42.13 $ 122,685 01/15/2022 FIREFIGHTER PARAMEDIC 1123 FIREFIGHTERS, SAFETY 27 1 $ 28.67 $ 83,500 2 $ 30.11 $ 87,675 3 $ 31.61 $ 92,059 4 $ 33.19 $ 96,662 5 $ 34.85 $ 101,495 6 $ 36.60 $ 106,570 7 $ 38.43 $ 111,898 8 $ 40.35 $ 117,493 01/15/2022 FIREFIGHTER PARAMEDIC 80' FIREFIGHTERS, SAFETY 26 1 $ 41.92 $ 87,201 2 $ 44.02 $ 91,558 3 $ 46.21 $ 96,125 4 $ 48.53 $ 100,938 5 $ 50.94 $ 105,962 6 $ 53.49 $ 111,267 7 $ 56.18 $ 116,853 8 $ 58.98 $ 122,685 01/15/2022 FIREFIGHTER PARAMEDIC 803 FIREFIGHTERS, SAFETY 28 1 $ 40.15 $ 83,506 2 $ 42.15 $ 87,682 3 $ 44.26 $ 92,065 4 $ 46.48 $ 96,669 5 $ 48.80 $ 101,502 6 $ 51.24 $ 106,577 7 $ 53.80 $ 111,906 8 $ 56.49 $ 117,502 01/01/2022 FISCAL CLERK CITY EMPLOYEES 31 1 $ 22.17 $ 46,105 2 $ 23.31 $ 48,492 3 $ 24.47 $ 50,904 4 $ 25.67 $ 53,387 5 $ 26.95 $ 56,064 6 $ 28.32 $ 58,910 7 $ 29.74 $ 61,851 8 $ 31.22 $ 64,938 01/15/2022 FISCAL CLERK P/T PART-TIME EMPLOYEES 30 1 $ 20.86 $ 43,398 2 $ 21.91 $ 45,566 3 $ 23.03 $ 47,912 4 $ 24.16 $ 50,258 5 $ 25.38 $ 52,781 6 $ 26.64 $ 55,415 7 $ 27.95 $ 58,137 8 $ 29.35 $ 61,058 01/01/2022 FISCAL CLERK, SENIOR CITY EMPLOYEES 65 1 $ 25.81 $ 53,677 2 $ 27.05 $ 56,257 3 $ 28.44 $ 59,151 Proposed Citywide Salary Schedule Page 13 of 39 June 14, 2022 22-37 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 29.88 $ 62,141 5 $ 31.35 $ 65,203 6 $ 32.91 $ 68,459 7 $ 34.57 $ 71,907 8 $ 36.31 $ 75,524 01/15/2022 FISCAL CLERK, SENIOR P/T PART-TIME EMPLOYEES 65 1 $ 24.29 $ 50,523 2 $ 25.47 $ 52,980 3 $ 26.74 $ 55,613 4 $ 28.09 $ 58,424 5 $ 29.48 $ 61,323 6 $ 30.98 $ 64,444 7 $ 32.55 $ 67,696 8 $ 34.14 $ 71,016 01/01/2022 FISCAL SPECIALIST CITY EMPLOYEES 85 1 $ 29.90 $ 62,189 2 $ 31.42 $ 65,348 3 $ 32.97 $ 68,579 4 $ 34.62 $ 72,003 5 $ 36.38 $ 75,669 6 $ 38.15 $ 79,358 7 $ 40.09 $ 83,385 8 $ 42.08 $ 87,533 01/15/2022 FISCAL SPECIALIST (KEY & MGMT) KEY&MGT, CONFIDENTIAL 01A 1 $ 30.19 $ 62,804 2 $ 31.73 $ 65,995 3 $ 33.30 $ 69,258 4 $ 34.96 $ 72,716 5 $ 36.74 $ 76,418 6 $ 38.53 $ 80,143 7 $ 40.49 $ 84,211 8 $ 42.50 $ 88,399 01/15/2022 FISCAL SPECIALIST P/T PART-TIME EMPLOYEES 85 1 $ 28.14 $ 58,535 2 $ 29.55 $ 61,456 3 $ 31.03 $ 64,532 4 $ 32.57 $ 67,741 5 $ 34.19 $ 71,105 6 $ 35.91 $ 74,690 7 $ 37.70 $ 78,408 8 $ 39.57 $ 82,303 01/15/2022 GIS TECHNICAL AIDE P/T PART-TIME EMPLOYEES 75A 1 $ 15.31 $ 31,845 2 $ 16.09 $ 33,461 3 $ 16.89 $ 35,121 4 $ 17.70 $ 36,825 5 $ 18.58 $ 38,640 6 $ 19.53 $ 40,631 7 $ 20.51 $ 42,667 8 $ 21.54 $ 44,801 01/15/2022 GROUNDSWORKER II EMPLOYEES LEAGUE 50 1 $ 24.58 $ 51,125 2 $ 25.83 $ 53,722 3 $ 27.13 $ 56,440 4 $ 28.48 $ 59,229 Proposed Citywide Salary Schedule Page 14 of 39 June 14, 2022 22-38 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 5 $ 29.90 $ 62,187 6 $ 31.38 $ 65,265 7 $ 33.00 $ 68,631 8 $ 34.63 $ 72,022 01/01/2022 HARBOR RESOURCES TECHNICIAN PROFESSIONAL TECHNICAL 09 1 $ 25.81 $ 53,677 2 $ 27.05 $ 56,257 3 $ 28.44 $ 59,151 4 $ 29.88 $ 62,141 5 $ 31.35 $ 65,203 6 $ 32.91 $ 68,459 7 $ 34.57 $ 71,907 8 $ 36.31 $ 75,524 01/15/2022 HARBOR SERVICES WORKER P/T PART-TIME EMPLOYEES 89A 1 $ 21.60 $ 44,925 2 $ 22.68 $ 47,182 3 $ 23.81 $ 49,528 4 $ 25.01 $ 52,029 5 $ 26.25 $ 54,596 01/15/2022 HARBOR SERVICES WORKER, LEAD P/T PART-TIME EMPLOYEES 89B 1 $ 23.45 $ 48,775 2 $ 24.63 $ 51,232 3 $ 25.85 $ 53,777 4 $ 27.16 $ 56,499 5 $ 28.51 $ 59,309 6 $ 29.93 $ 62,253 7 $ 31.43 $ 65,373 8 $ 33.00 $ 68,649 01/15/2022 HARBORMASTER KEY&MGT, EXECUTIVE 77 0 $ 51.00 $ 106,089 1 $ 63.75 $ 132,600 2 $ 76.50 $ 159,111 01/15/2022 HUMAN RESOURCES ANALYST KEY&MGT, CONFIDENTIAL 16A 1 $ 40.86 $ 84,990 2 $ 42.86 $ 89,154 3 $ 45.03 $ 93,659 4 $ 47.31 $ 98,408 5 $ 49.64 $ 103,254 6 $ 52.12 $ 108,416 7 $ 54.75 $ 113,872 8 $ 57.49 $ 119,570 01/15/2022 HUMAN RESOURCES ANALYST P/T PART-TIME EMPLOYEES 16 1 $ 38.05 $ 79,138 2 $ 39.96 $ 83,121 3 $ 41.96 $ 87,282 4 $ 44.06 $ 91,642 5 $ 46.24 $ 96,179 6 $ 48.58 $ 101,047 7 $ 51.00 $ 106,071 8 $ 53.55 $ 111,382 01/15/2022 HUMAN RESOURCES ANALYST, SENIOR KEY&MGT, CONFIDENTIAL 20A 1 $ 45.09 $ 93,781 2 $ 47.38 $ 98,554 3 $ 49.74 $ 103,449 4 $ 52.23 $ 108,636 5 $ 54.80 $ 113,993 6 $ 57.56 $ 119,716 Proposed Citywide Salary Schedule Page 15 of 39 June 14, 2022 22-39 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 7 $ 60.40 $ 125,634 8 $ 63.44 $ 131,965 01/15/2022 HUMAN RESOURCES ANALYST, SENIOR P/T PART-TIME EMPLOYEES 20A 1 $ 44.40 $ 92,351 2 $ 46.66 $ 97,052 3 $ 48.98 $ 101,871 4 $ 51.43 $ 106,979 5 $ 53.97 $ 112,255 6 $ 56.68 $ 117,891 7 $ 59.48 $ 123,718 8 $ 62.48 $ 129,953 01/15/2022 HUMAN RESOURCES DIRECTOR KEY&MGT, EXECUTIVE 11B 0 $ 75.69 $ 157,438 1 $ 94.61 $ 196,791 2 $ 113.53 $ 236,145 01/15/2022 HUMAN RESOURCES MANAGER KEY&MGT, DIVISION MGMT 02C 1 $ 65.58 $ 136,398 2 $ 68.85 $ 143,217 3 $ 72.28 $ 150,352 4 $ 75.91 $ 157,901 5 $ 79.71 $ 165,791 01/15/2022 HUMAN RESOURCES SPECIALIST I KEY&MGT, CONFIDENTIAL 03 1 $ 30.94 $ 64,363 2 $ 32.49 $ 67,578 3 $ 34.11 $ 70,938 4 $ 35.79 $ 74,445 5 $ 37.59 $ 78,195 6 $ 39.46 $ 82,067 7 $ 41.47 $ 86,256 8 $ 43.48 $ 90,445 01/15/2022 HUMAN RESOURCES SPECIALIST I P/T PART-TIME EMPLOYEES 03B 1 $ 29.32 $ 60,991 2 $ 30.79 $ 64,045 3 $ 32.32 $ 67,232 4 $ 33.92 $ 70,552 5 $ 35.62 $ 74,092 6 $ 37.39 $ 77,766 7 $ 39.29 $ 81,727 8 $ 41.21 $ 85,711 01/15/2022 HUMAN RESOURCES SPECIALIST II KEY&MGT, CONFIDENTIAL 08 1 $ 34.21 $ 71,157 2 $ 35.92 $ 74,713 3 $ 37.69 $ 78,390 4 $ 39.58 $ 82,335 5 $ 41.61 $ 86,548 6 $ 43.61 $ 90,712 7 $ 45.87 $ 95,412 8 $ 48.14 $ 100,137 01/15/2022 HUMAN RESOURCES SPECIALIST II P/T PART-TIME EMPLOYEES 08 1 $ 31.87 $ 66,280 2 $ 33.46 $ 69,600 3 $ 35.11 $ 73,030 4 $ 36.88 $ 76,704 5 $ 38.75 $ 80,599 6 $ 40.63 $ 84,516 7 $ 42.70 $ 88,809 8 $ 44.85 $ 93,279 Proposed Citywide Salary Schedule Page 16 of 39 June 14, 2022 22-40 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 01/01/2022 IT ANALYST PROFESSIONAL TECHNICAL 61 1 $ 38.61 $ 80,298 2 $ 40.54 $ 84,326 3 $ 42.55 $ 88,497 4 $ 44.67 $ 92,910 5 $ 46.92 $ 97,588 6 $ 49.26 $ 102,459 7 $ 51.73 $ 107,595 8 $ 54.30 $ 112,948 01/01/2022 IT ANALYST, SENIOR PROFESSIONAL TECHNICAL 41 1 $ 42.87 $ 89,172 2 $ 44.99 $ 93,585 3 $ 47.22 $ 98,214 4 $ 49.58 $ 103,134 5 $ 52.08 $ 108,318 6 $ 54.71 $ 113,792 7 $ 57.42 $ 119,434 8 $ 60.30 $ 125,415 01/15/2022 IT MANAGER KEY&MGT, ADMIN MGT 15D 1 $ 71.34 $ 148,379 2 $ 74.91 $ 155,806 3 $ 78.64 $ 163,575 4 $ 82.58 $ 171,757 5 $ 86.71 $ 180,353 01/01/2022 IT SPECIALIST III PROFESSIONAL TECHNICAL 45 1 $ 35.81 $ 74,487 2 $ 37.60 $ 78,200 3 $ 39.47 $ 82,106 4 $ 41.45 $ 86,206 5 $ 43.54 $ 90,570 6 $ 45.68 $ 95,008 7 $ 47.96 $ 99,758 8 $ 50.38 $ 104,797 01/15/2022 IT SUPERVISOR KEY&MGT, CONFIDENTIAL 97 1 $ 62.29 $ 129,555 2 $ 65.38 $ 135,984 3 $ 68.65 $ 142,793 4 $ 72.11 $ 149,981 5 $ 75.70 $ 157,454 01/01/2022 ITTECHNICIAN PROFESSIONAL TECHNICAL 28 1 $ 25.60 $ 53,240 2 $ 26.87 $ 55,883 3 $ 28.21 $ 58,681 4 $ 29.62 $ 61,608 5 $ 31.10 $ 64,692 6 $ 32.66 $ 67,930 7 $ 34.29 $ 71,324 8 $ 36.01 $ 74,899 01/15/2022 IT TECHNICIAN P/T PART-TIME EMPLOYEES 54 1 $ 22.42 $ 46,629 2 $ 23.57 $ 49,019 3 $ 24.72 $ 51,409 4 $ 25.96 $ 53,998 5 $ 27.25 $ 56,676 6 $ 28.64 $ 59,575 7 $ 30.06 $ 62,518 8 $ 31.57 $ 65,661 Proposed Citywide Salary Schedule Page 17 of 39 June 14, 2022 22-41 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 01/01/2022 IT TECHNICIAN, SENIOR P/T PROFESSIONAL TECHNICAL 16 1 $ 30.72 $ 63,901 2 $ 32.25 $ 67,084 3 $ 33.87 $ 70,459 4 $ 35.57 $ 73,981 5 $ 37.34 $ 77,670 6 $ 39.21 $ 81,552 7 $ 41.19 $ 85,676 8 $ 43.22 $ 89,896 01/15/2022 INTERN P/T PART-TIME EMPLOYEES 05 1 $ 18.52 $ 38,529 01/01/2022 INVENTORY ANALYST CITY EMPLOYEES 90 1 $ 26.30 $ 54,714 2 $ 27.60 $ 57,415 3 $ 28.97 $ 60,260 4 $ 30.43 $ 63,298 5 $ 31.97 $ 66,505 6 $ 33.57 $ 69,833 7 $ 35.27 $ 73,354 8 $ 37.04 $ 77,043 01/01/2022 LIBRARIAN I CITY EMPLOYEES 20 1 $ 30.25 $ 62,912 2 $ 31.75 $ 66,047 3 $ 33.32 $ 69,302 4 $ 35.02 $ 72,847 5 $ 36.75 $ 76,441 6 $ 38.64 $ 80,370 7 $ 40.54 $ 84,326 8 $ 42.55 $ 88,497 01/15/2022 LIBRARIAN I P/T PART-TIME EMPLOYEES 21 1 $ 28.46 $ 59,199 2 $ 29.88 $ 62,142 3 $ 31.34 $ 65,196 4 $ 32.95 $ 68,538 5 $ 34.57 $ 71,901 6 $ 36.34 $ 75,597 7 $ 38.14 $ 79,337 8 $ 40.03 $ 83,255 01/01/2022 LIBRARIAN II CITY EMPLOYEES 30A 1 $ 33.24 $ 69,134 2 $ 34.93 $ 72,654 3 $ 36.68 $ 76,296 4 $ 38.50 $ 80,081 5 $ 40.44 $ 84,108 6 $ 42.44 $ 88,280 7 $ 44.56 $ 92,693 8 $ 46.81 $ 97,371 01/01/2022 LIBRARIAN III CITY EMPLOYEES 35A 1 $ 36.59 $ 76,103 2 $ 38.38 $ 79,840 3 $ 40.31 $ 83,843 4 $ 42.36 $ 88,111 5 $ 44.49 $ 92,548 6 $ 46.69 $ 97,105 7 $ 49.05 $ 102,025 8 $ 51.47 $ 107,064 01/01/2022 LIBRARY ASSISTANT CITY EMPLOYEES 70 1 $ 25.72 $ 53,508 Proposed Citywide Salary Schedule Page 18 of 39 June 14, 2022 22-42 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 2 $ 26.98 $ 56,113 3 $ 28.35 $ 58,958 4 $ 29.76 $ 61,900 5 $ 31.24 $ 64,986 6 $ 32.83 $ 68,290 7 $ 34.45 $ 71,666 8 $ 36.18 $ 75,259 01/15/2022 LIBRARY ASSISTANT P/T PART-TIME EMPLOYEES 70 1 $ 24.23 $ 50,391 2 $ 25.42 $ 52,869 3 $ 26.67 $ 55,481 4 $ 28.00 $ 58,247 5 $ 29.41 $ 61,168 6 $ 30.88 $ 64,222 7 $ 32.43 $ 67,453 8 $ 34.05 $ 70,817 01/01/2022 LIBRARY CLERK I CITY EMPLOYEES 05 1 $ 20.04 $ 41,692 2 $ 21.03 $ 43,742 3 $ 22.08 $ 45,936 4 $ 23.19 $ 48,227 5 $ 24.36 $ 50,663 6 $ 25.56 $ 53,171 7 $ 26.85 $ 55,847 8 $ 28.18 $ 58,620 01/15/2022 LIBRARY CLERK I P/T PART-TIME EMPLOYEES 05A 1 $ 18.85 $ 39,215 2 $ 19.80 $ 41,185 3 $ 20.79 $ 43,243 4 $ 21.84 $ 45,434 5 $ 22.92 $ 47,669 6 $ 24.05 $ 50,015 7 $ 25.25 $ 52,515 8 $ 26.51 $ 55,149 01/01/2022 LIBRARY CLERK II CITY EMPLOYEES 30 1 $ 22.17 $ 46,105 2 $ 23.31 $ 48,492 3 $ 24.47 $ 50,904 4 $ 25.67 $ 53,387 5 $ 26.95 $ 56,064 6 $ 28.32 $ 58,910 7 $ 29.74 $ 61,851 8 $ 31.22 $ 64,938 01/15/2022 LIBRARY CLERK II P/T PART-TIME EMPLOYEES 20 1 $ 19.90 $ 41,384 2 $ 20.91 $ 43,486 3 $ 21.94 $ 45,633 4 $ 23.08 $ 48,001 5 $ 24.23 $ 50,391 6 $ 25.42 $ 52,869 7 $ 26.67 $ 55,481 8 $ 28.04 $ 58,313 01/01/2022 LIBRARY CLERK, SENIOR CITY EMPLOYEES 71 1 $ 25.72 $ 53,508 2 $ 26.98 $ 56,113 3 $ 28.35 $ 58,958 Proposed Citywide Salary Schedule Page 19 of 39 June 14, 2022 22-43 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 29.76 $ 61,900 5 $ 31.24 $ 64,986 6 $ 32.83 $ 68,290 7 $ 34.45 $ 71,666 8 $ 36.18 $ 75,259 01/15/2022 LIBRARY PAGE P/T PART-TIME EMPLOYEES 30A 1 $ 15.45 $ 32,133 2 $ 16.23 $ 33,749 3 $ 17.03 $ 35,431 4 $ 17.89 $ 37,202 5 $ 18.78 $ 39,062 6 $ 19.71 $ 41,007 01/15/2022 LIBRARY SERVICES DIRECTOR KEY&MGT, EXECUTIVE 11C 0 $ 75.69 $ 157,438 1 $ 94.61 $ 196,791 2 $ 113.53 $ 236,145 01/15/2022 LIBRARY SERVICES MANAGER KEY&MGT, DIVISION MGMT 10D 1 $ 60.01 $ 124,830 2 $ 63.00 $ 131,040 3 $ 66.17 $ 137,640 4 $ 69.49 $ 144,531 5 $ 72.96 $ 151,764 01/15/2022 LIFE SAFETY SPECIALIST I FIREFIGHTERS, NONSAFETY 02 1 $ 36.65 $ 76,239 2 $ 38.49 $ 80,054 3 $ 40.41 $ 84,044 4 $ 42.43 $ 88,260 5 $ 44.56 $ 92,677 6 $ 46.78 $ 97,295 7 $ 49.12 $ 102,163 8 $ 51.58 $ 107,282 01/15/2022 LIFE SAFETY SPECIALIST I P/T PART-TIME EMPLOYEES 72 1 $ 35.39 $ 73,620 2 $ 37.17 $ 77,303 3 $ 39.02 $ 81,156 4 $ 40.97 $ 85,227 5 $ 43.03 $ 89,493 6 $ 45.17 $ 93,951 7 $ 47.43 $ 98,652 8 $ 49.81 $ 103,596 01/15/2022 LIFE SAFETY SPECIALIST II FIREFIGHTERS, NONSAFETY 47 1 $ 40.33 $ 83,893 2 $ 42.36 $ 88,109 3 $ 44.47 $ 92,501 4 $ 46.69 $ 97,119 5 $ 49.03 $ 101,987 6 $ 51.48 $ 107,081 7 $ 54.05 $ 112,427 8 $ 56.77 $ 118,073 01/15/2022 LIFE SAFETY SPECIALIST III FIREFIGHTERS, NONSAFETY 75 1 $ 44.35 $ 92,250 2 $ 46.57 $ 96,868 3 $ 48.90 $ 101,711 4 $ 51.35 $ 106,805 5 $ 53.92 $ 112,151 6 $ 56.61 $ 117,747 7 $ 59.44 $ 123,644 Proposed Citywide Salary Schedule Page 20 of 39 June 14, 2022 22-44 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 8 $ 62.41 $ 129,818 01/15/2022 LIFE SAFETY SPECIALIST III P/T PART-TIME EMPLOYEES 75B 1 $ 42.51 $ 88,411 2 $ 44.63 $ 92,837 3 $ 46.87 $ 97,484 4 $ 49.21 $ 102,353 5 $ 51.68 $ 107,487 6 $ 54.25 $ 112,842 7 $ 56.96 $ 118,486 8 $ 59.82 $ 124,417 01/15/2022 LIFEGUARD BATTALION CHIEF LIFEGUARD MANAGEMENT 16 1 $ 47.27 $ 98,315 2 $ 49.61 $ 103,187 3 $ 52.09 $ 108,350 4 $ 54.68 $ 113,736 5 $ 57.43 $ 119,458 6 $ 60.27 $ 125,358 7 $ 63.29 $ 131,638 8 $ 66.45 $ 138,209 01/01/2022 LIFEGUARD CADET P/T, UNREPRESENTED OCEAN LIFEGUARDS 02A 1 $ 17.00 $ 35,360 01/15/2022 LIFEGUARD CAPTAIN LIFEGUARD MANAGEMENT 11 1 $ 37.53 $ 78,067 2 $ 39.40 $ 81,956 3 $ 41.38 $ 86,068 4 $ 43.44 $ 90,359 5 $ 45.63 $ 94,918 6 $ 47.93 $ 99,701 7 $ 50.33 $ 104,685 8 $ 52.85 $ 109,937 01/15/2022 LIFEGUARD CAPTAIN, TRAINING LIFEGUARD MANAGEMENT 03 1 $ 40.34 $ 83,900 2 $ 42.36 $ 88,102 3 $ 44.47 $ 92,504 4 $ 46.69 $ 97,108 5 $ 49.03 $ 101,981 6 $ 51.47 $ 107,054 7 $ 54.07 $ 112,462 8 $ 56.77 $ 118,072 06/20/2020 LIFEGUARD I P/T OCEAN LIFEGUARDS 05B 1 $ 18.50 $ 38,490 2 $ 19.43 $ 40,420 3 $ 20.41 $ 42,457 4 $ 21.43 $ 44,579 06/20/2020 LIFEGUARD II P/T OCEAN LIFEGUARDS 25 1 $ 21.43 $ 44,579 2 $ 22.50 $ 46,807 3 $ 23.63 $ 49,141 4 $ 24.81 $ 51,602 06/20/2020 LIFEGUARD III P/T OCEAN LIFEGUARDS 35 1 $ 21.43 $ 44,579 2 $ 22.50 $ 46,807 3 $ 23.63 $ 49,141 4 $ 24.81 $ 51,602 01/15/2022 LIFEGUARD OFFICER P/T LIFEGUARD MANAGEMENT 01 1 $ 27.94 $ 58,109 2 $ 29.33 $ 61,014 3 $ 30.80 $ 64,054 4 $ 32.34 $ 67,272 Proposed Citywide Salary Schedule Page 21 of 39 June 14, 2022 22-45 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE 01/15/2022 LIFEGUARD OPERATIONS, ASSISTANT CHIEF 01/01/2022 LIFEGUARD TRAINEE P/T, UNREPRESENTED 01/15/2022 LITERACY COORDINATOR P/T 01/01/2022 MAIL PROCESSING CLERK, SENIOR 01/15/2022 MAINTENANCE AIDE P/T 01/15/2022 MAINTENANCE WORKER I 01/15/2022 MAINTENANCE WORKER II 01/15/2022 MANAGEMENT ANALYST Proposed Citywide Salary Schedule EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 5 $ 33.95 $ 70,624 6 $ 35.65 $ 74,156 7 $ 37.44 $ 77,865 8 $ 39.32 $ 81,777 KEY&MGT, ADMIN MGT SFTY 02 1 $ 68.80 $ 143,103 2 $ 72.24 $ 150,255 3 $ 75.84 $ 157,743 4 $ 79.64 $ 165,654 5 $ 83.63 $ 173,946 OCEAN LIFEGUARDS 01 1 $ 15.00 $ 31,200 PART-TIME EMPLOYEES 12A 1 $ 28.80 $ 59,907 2 $ 30.23 $ 62,872 3 $ 31.76 $ 66,059 4 $ 33.32 $ 69,312 5 $ 35.04 $ 72,875 6 $ 36.77 $ 76,483 7 $ 38.61 $ 80,311 8 $ 40.53 $ 84,294 CITY EMPLOYEES 07 1 $ 23.28 $ 48,420 2 $ 24.44 $ 50,831 3 $ 25.67 $ 53,387 4 $ 26.93 $ 56,016 5 $ 28.30 $ 58,861 6 $ 29.71 $ 61,803 7 $ 31.21 $ 64,914 8 $ 32.76 $ 68,145 PART-TIME EMPLOYEES 84 1 $ 15.15 $ 31,514 2 $ 15.90 $ 33,063 3 $ 16.70 $ 34,745 4 $ 17.54 $ 36,482 5 $ 18.42 $ 38,306 EMPLOYEES LEAGUE 25H 1 $ 23.00 $ 47,831 2 $ 24.14 $ 50,211 3 $ 25.32 $ 52,664 4 $ 26.58 $ 55,285 5 $ 27.94 $ 58,123 6 $ 29.35 $ 61,057 7 $ 30.78 $ 64,014 8 $ 32.34 $ 67,260 EMPLOYEES LEAGUE 39 1 $ 24.14 $ 50,211 2 $ 25.32 $ 52,664 3 $ 26.58 $ 55,285 4 $ 27.94 $ 58,123 5 $ 29.35 $ 61,057 6 $ 30.78 $ 64,014 7 $ 32.34 $ 67,260 8 $ 33.97 $ 70,652 KEY&MGT, CONFIDENTIAL 12 1 $ 37.02 $ 77,002 2 $ 38.92 $ 80,947 3 $ 40.84 $ 84,941 Page 22 of 39 June 14, 2022 22-46 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 42.84 $ 89,105 5 $ 45.01 $ 93,611 6 $ 47.28 $ 98,335 7 $ 49.62 $ 103,205 8 $ 52.10 $ 108,368 01/15/2022 MANAGEMENT ANALYST P/T PART-TIME EMPLOYEES 12B 1 $ 35.48 $ 73,804 2 $ 37.29 $ 77,567 3 $ 39.13 $ 81,396 4 $ 41.06 $ 85,401 5 $ 43.13 $ 89,717 6 $ 45.30 $ 94,231 7 $ 47.55 $ 98,901 8 $ 49.93 $ 103,858 01/15/2022 MANAGEMENT ANALYST, SENIOR KEY&MGT, CONFIDENTIAL 06 1 $ 42.58 $ 88,560 2 $ 44.71 $ 92,997 3 $ 46.95 $ 97,647 4 $ 49.30 $ 102,534 5 $ 51.76 $ 107,658 6 $ 54.35 $ 113,043 7 $ 57.06 $ 118,689 8 $ 59.93 $ 124,644 01/01/2022 MANAGEMENT ASSISTANT PROFESSIONAL TECHNICAL 37 1 $ 33.74 $ 70,171 2 $ 35.41 $ 73,643 3 $ 37.17 $ 77,308 4 $ 39.05 $ 81,215 5 $ 41.04 $ 85,362 6 $ 43.03 $ 89,510 7 $ 45.22 $ 94,067 8 $ 47.49 $ 98,769 01/15/2022 MANAGEMENT FELLOW KEY&MGT, CONFIDENTIAL 26 1 $ 24.52 $ 51,000 01/15/2022 MARINE NATURALIST INTERPRETER P/T PART-TIME EMPLOYEES 88 1 $ 16.90 $ 35,143 2 $ 17.72 $ 36,847 3 $ 18.61 $ 38,706 01/01/2022 MARKETING SPECIALIST CITY EMPLOYEES 02 1 $ 30.64 $ 63,732 2 $ 32.17 $ 66,915 3 $ 33.76 $ 70,218 4 $ 35.42 $ 73,667 5 $ 37.24 $ 77,453 6 $ 39.10 $ 81,335 7 $ 41.04 $ 85,362 8 $ 43.07 $ 89,582 01/15/2022 MARKETING SPECIALIST P/T PART-TIME EMPLOYEES 02B 1 $ 28.81 $ 59,929 2 $ 30.25 $ 62,916 3 $ 31.76 $ 66,059 4 $ 33.37 $ 69,401 5 $ 35.01 $ 72,831 6 $ 36.75 $ 76,438 7 $ 38.60 $ 80,289 8 $ 40.54 $ 84,317 0611812022 MAYOR CITY COUNCIL 02 1 - $ 26,662 Proposed Citywide Salary Schedule Page 23 of 39 June 14, 2022 22-47 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 01/15/2022 PARALEGAL KEY&MGT, CONFIDENTIAL 30 1 $ 33.19 $ 69,039 2 $ 34.84 $ 72,473 3 $ 36.61 $ 76,150 4 $ 38.45 $ 79,973 5 $ 40.36 $ 83,943 6 $ 42.37 $ 88,131 7 $ 44.48 $ 92,515 8 $ 46.70 $ 97,142 01/15/2022 PARALEGAL P/T PART-TIME EMPLOYEES 92 1 $ 30.94 $ 64,355 2 $ 32.48 $ 67,564 3 $ 34.09 $ 70,906 4 $ 35.80 $ 74,469 5 $ 37.56 $ 78,120 6 $ 39.49 $ 82,148 7 $ 41.42 $ 86,153 8 $ 43.55 $ 90,580 01/01/2022 PARK PATROL OFFICER CITY EMPLOYEES 89 1 $ 21.84 $ 45,430 2 $ 22.94 $ 47,721 3 $ 24.07 $ 50,060 4 $ 25.28 $ 52,592 5 $ 26.54 $ 55,196 6 $ 27.87 $ 57,969 7 $ 29.27 $ 60,887 8 $ 30.73 $ 63,925 01/15/2022 PARK PATROL OFFICER P/T PART-TIME EMPLOYEES 89 1 $ 21.60 $ 44,925 2 $ 22.68 $ 47,182 3 $ 23.81 $ 49,528 4 $ 25.01 $ 52,029 5 $ 26.25 $ 54,596 01/01/2022 PARK PATROL OFFICER, LEAD CITY EMPLOYEES 22 1 $ 24.51 $ 50,976 2 $ 25.74 $ 53,532 3 $ 27.01 $ 56,184 4 $ 28.38 $ 59,030 5 $ 29.79 $ 61,972 6 $ 31.28 $ 65,059 7 $ 32.84 $ 68,314 8 $ 34.49 $ 71,738 0611812022 PAYROLL COORDINATOR KEY&MGT, CONFIDENTIAL 01A 1 $ 34.15 $ 71,039 2 $ 35.85 $ 74,559 3 $ 37.64 $ 78,297 4 $ 39.56 $ 82,275 5 $ 41.49 $ 86,303 6 $ 43.60 $ 90,692 7 $ 45.71 $ 95,080 8 $ 47.98 $ 99,806 01/01/2022 PERMIT COUNTER SUPERVISOR PROFESSIONAL TECHNICAL 39 1 $ 36.16 $ 75,210 2 $ 38.00 $ 79,045 3 $ 39.87 $ 82,926 4 $ 41.91 $ 87,171 5 $ 43.97 $ 91,463 Proposed Citywide Salary Schedule Page 24 of 39 June 14, 2022 22-48 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 6 $ 46.19 $ 96,069 7 $ 48.51 $ 100,891 8 $ 50.89 $ 105,859 01/01/2022 PERMIT TECHNICIAN I PROFESSIONAL TECHNICAL 24 1 $ 28.43 $ 59,127 2 $ 29.84 $ 62,069 3 $ 31.34 $ 65,179 4 $ 32.88 $ 68,386 5 $ 34.52 $ 71,810 6 $ 36.25 $ 75,404 7 $ 38.08 $ 79,213 8 $ 39.94 $ 83,071 01/01/2022 PERMIT TECHNICIAN II PROFESSIONAL TECHNICAL 35 1 $ 32.88 $ 68,386 2 $ 34.52 $ 71,810 3 $ 36.25 $ 75,404 4 $ 38.08 $ 79,213 5 $ 39.94 $ 83,071 6 $ 42.00 $ 87,364 7 $ 44.03 $ 91,583 8 $ 46.30 $ 96,310 01/15/2022 PERMIT TECHNICIAN II P/T PART-TIME EMPLOYEES 92A 1 $ 30.94 $ 64,355 2 $ 32.48 $ 67,564 3 $ 34.09 $ 70,906 4 $ 35.80 $ 74,469 5 $ 37.56 $ 78,120 6 $ 39.49 $ 82,148 7 $ 41.42 $ 86,153 8 $ 43.55 $ 90,580 01/01/2022 PLANNER, ASSISTANT PROFESSIONAL TECHNICAL 35B 1 $ 32.88 $ 68,386 2 $ 34.52 $ 71,810 3 $ 36.25 $ 75,404 4 $ 38.08 $ 79,213 5 $ 39.94 $ 83,071 6 $ 42.00 $ 87,364 7 $ 44.03 $ 91,583 8 $ 46.30 $ 96,310 01/15/2022 PLANNER, ASSISTANT P/T PART-TIME EMPLOYEES 35B 1 $ 31.82 $ 66,192 2 $ 33.42 $ 69,512 3 $ 35.09 $ 72,986 4 $ 36.86 $ 76,659 5 $ 38.65 $ 80,400 6 $ 40.65 $ 84,560 7 $ 42.61 $ 88,632 8 $ 44.81 $ 93,213 01/01/2022 PLANNER, ASSOCIATE PROFESSIONAL TECHNICAL 55 1 $ 36.24 $ 75,379 2 $ 38.06 $ 79,165 3 $ 39.94 $ 83,071 4 $ 41.94 $ 87,243 5 $ 44.03 $ 91,583 6 $ 46.23 $ 96,165 7 $ 48.53 $ 100,940 Proposed Citywide Salary Schedule Page 25 of 39 June 14, 2022 22-49 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 8 $ 50.99 $ 106,052 01/15/2022 PLANNER, PRINCIPAL KEY&MGT, CONFIDENTIAL 27 1 $ 48.48 $ 100,843 2 $ 50.93 $ 105,933 3 $ 53.45 $ 111,168 4 $ 56.15 $ 116,794 5 $ 58.95 $ 122,614 6 $ 61.90 $ 128,751 7 $ 64.99 $ 135,180 8 $ 68.26 $ 141,974 01/15/2022 PLANNER, PRINCIPAL P/T PART-TIME EMPLOYEES 27 1 $ 46.69 $ 97,119 2 $ 49.05 $ 102,021 3 $ 51.47 $ 107,063 4 $ 54.08 $ 112,481 5 $ 56.77 $ 118,087 6 $ 59.61 $ 123,997 7 $ 62.59 $ 130,188 8 $ 65.74 $ 136,732 01/15/2022 PLANNER, PRINCIPAL P/T PART-TIME EMPLOYEES 27R 1 $ 65.74 $ 136,732 01/01/2022 PLANNER, SENIOR PROFESSIONAL TECHNICAL 75 1 $ 43.59 $ 90,667 2 $ 45.71 $ 95,080 3 $ 47.98 $ 99,806 4 $ 50.43 $ 104,894 5 $ 52.92 $ 110,079 6 $ 55.55 $ 115,552 7 $ 58.35 $ 121,364 8 $ 61.28 $ 127,464 01/15/2022 PLANNING MANAGER KEY&MGT, DIVISION MGMT 11 1 $ 62.10 $ 129,165 2 $ 65.20 $ 135,618 3 $ 68.44 $ 142,364 4 $ 71.86 $ 149,475 5 $ 75.48 $ 156,999 01/01/2022 PLANNING TECHNICIAN PROFESSIONAL TECHNICAL 34 1 $ 29.90 $ 62,189 2 $ 31.42 $ 65,348 3 $ 32.97 $ 68,579 4 $ 34.62 $ 72,003 5 $ 36.38 $ 75,669 6 $ 38.15 $ 79,358 7 $ 40.09 $ 83,385 8 $ 42.08 $ 87,533 01/15/2022 PLANNING TECHNICIAN P/T PART-TIME EMPLOYEES 34 1 $ 28.94 $ 60,194 2 $ 30.41 $ 63,249 3 $ 31.91 $ 66,369 4 $ 33.50 $ 69,688 5 $ 35.21 $ 73,229 6 $ 36.93 $ 76,814 7 $ 38.80 $ 80,709 8 $ 40.73 $ 84,715 07/03/2021 POLICE ANIMAL CONTROL OFFICER POLICE, NONSWORN 52 1 $ 28.06 $ 58,361 2 $ 29.46 $ 61,275 3 $ 30.94 $ 64,365 Proposed Citywide Salary Schedule Page 26 of 39 June 14, 2022 22-50 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 32.48 $ 67,566 5 $ 34.12 $ 70,965 6 $ 35.83 $ 74,519 7 $ 37.62 $ 78,249 8 $ 39.50 $ 82,156 07/03/2021 POLICE ANIMAL CONTROL OFFICER, SENIOR POLICE, NONSWORN 90 1 $ 32.35 $ 67,279 2 $ 34.00 $ 70,722 3 $ 35.69 $ 74,232 4 $ 37.47 $ 77,940 5 $ 39.33 $ 81,803 6 $ 41.31 $ 85,931 7 $ 43.37 $ 90,213 8 $ 45.55 $ 94,738 01/01/2022 POLICE CADET P/T PART-TIME EMPLOYEES 40 1 $ 15.26 $ 31,749 1 $ 15.42 $ 32,067 2 $ 16.02 $ 33,327 2 $ 16.18 $ 33,660 3 $ 16.82 $ 34,993 3 $ 16.99 $ 35,343 4 $ 17.66 $ 36,743 4 $ 17.84 $ 37,110 5 $ 18.55 $ 38,580 5 $ 18.73 $ 38,966 01/15/2022 POLICE CHIEF KEY&MGT, EXECUTIVE SFTY 02B 0 $ 83.69 $ 174,082 1 $ 104.61 $ 217,584 2 $ 125.52 $ 261,088 03/27/2021 POLICE CHIEF, ASSISTANT KEY&MGT, ADMIN MGT SFTY 03A 1 $ 90.35 $ 187,936 2 $ 94.88 $ 197,348 3 $ 99.62 $ 207,218 4 $ 104.61 $ 217,593 5 $ 109.83 $ 228,450 07/03/2021 POLICE CIVILIAN CUSTODY SUPERVISOR POLICE, NONSAFETY 15B 1 $ 37.51 $ 78,029 2 $ 39.39 $ 81,935 3 $ 41.36 $ 86,019 4 $ 43.41 $ 90,301 5 $ 45.61 $ 94,870 6 $ 47.88 $ 99,594 7 $ 50.28 $ 104,583 8 $ 52.78 $ 109,792 07/03/2021 POLICE CIVILIAN INVESTIGATOR POLICE, NONSAFETY 43A 1 $ 29.67 $ 61,716 2 $ 31.17 $ 64,829 3 $ 32.73 $ 68,073 4 $ 34.35 $ 71,451 5 $ 36.07 $ 75,027 6 $ 37.87 $ 78,779 7 $ 39.75 $ 82,686 8 $ 41.76 $ 86,858 07/03/2021 POLICE CIVILIAN SUPERVISOR POLICE, NONSAFETY 15 1 $ 37.51 $ 78,029 2 $ 39.39 $ 81,935 3 $ 41.36 $ 86,019 Proposed Citywide Salary Schedule Page 27 of 39 June 14, 2022 22-51 REVISION DATE POSITION TITLE 07/03/2021 01/15/2022 07/03/2021 07/03/2021 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 POLICE COMMUNITY SRVCS OFFICER POLICE COMMUNITY SRVCS OFFICER P/T EE GROUP POLICE, NONSAFETY PART-TIME EMPLOYEES POLICE COMMUNITY SRVCS OFFICER, SENIOR POLICE, NONSAFETY POLICE COMPUTER SYSTEMS MANAGER 07/03/2021 POLICE CRIME ANALYST, SENIOR 07/03/2021 POLICE CRIME PREVENTION SPECIALIST Proposed Citywide Salary Schedule POLICE, NONSAFETY POLICE, NONSAFETY POLICE, NONSAFETY Page 28 of 39 GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 43.41 $ 90,301 5 $ 45.61 $ 94,870 6 $ 47.88 $ 99,594 7 $ 50.28 $ 104,583 8 $ 52.78 $ 109,792 05 1 $ 22.53 $ 46,861 2 $ 23.63 $ 49,157 3 $ 24.83 $ 51,651 4 $ 26.07 $ 54,234 5 $ 27.36 $ 56,904 6 $ 28.74 $ 59,774 7 $ 30.18 $ 62,776 8 $ 31.67 $ 65,866 9 $ 33.26 $ 69,177 10 $ 34.95 $ 72,687 O5C 1 $ 22.51 $ 46,828 2 $ 23.63 $ 49,152 3 $ 24.81 $ 51,608 4 $ 26.06 $ 54,197 5 $ 27.38 $ 56,942 6 $ 28.73 $ 59,752 7 $ 30.16 $ 62,739 8 $ 31.67 $ 65,882 9 $ 33.26 $ 69,180 10 $ 34.93 $ 72,654 40 1 $ 28.73 $ 59,750 2 $ 30.16 $ 62,737 3 $ 31.67 $ 65,874 4 $ 33.25 $ 69,168 5 $ 34.92 $ 72,626 6 $ 36.66 $ 76,257 7 $ 38.50 $ 80,070 8 $ 40.42 $ 84,074 25 1 $ 53.12 $ 110,498 2 $ 55.79 $ 116,039 3 $ 58.57 $ 121,822 4 $ 61.51 $ 127,936 5 $ 64.55 $ 134,271 6 $ 67.81 $ 141,047 7 $ 71.20 $ 148,088 8 $ 74.74 $ 155,461 87 1 $ 32.35 $ 67,279 2 $ 34.00 $ 70,722 3 $ 35.69 $ 74,232 4 $ 37.47 $ 77,940 5 $ 39.33 $ 81,803 6 $ 41.31 $ 85,931 7 $ 43.37 $ 90,213 8 $ 45.55 $ 94,738 21 1 $ 30.71 $ 63,880 June 14, 2022 22-52 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 2 $ 32.26 $ 67,102 3 $ 33.86 $ 70,436 4 $ 35.57 $ 73,989 5 $ 37.35 $ 77,697 6 $ 39.22 $ 81,582 7 $ 41.16 $ 85,622 8 $ 43.24 $ 89,948 07/03/2021 POLICE CRIME SCENE INVESTIGATOR POLICE, NONSAFETY 43 1 $ 29.67 $ 61,716 2 $ 31.17 $ 64,829 3 $ 32.73 $ 68,073 4 $ 34.35 $ 71,451 5 $ 36.07 $ 75,027 6 $ 37.87 $ 78,779 7 $ 39.75 $ 82,686 8 $ 41.76 $ 86,858 07/03/2021 POLICE CRIME SCENE INVESTIGATOR, SENIOR POLICE, NONSAFETY 86 1 $ 32.09 $ 66,749 2 $ 33.69 $ 70,082 3 $ 35.37 $ 73,570 4 $ 37.11 $ 77,190 5 $ 38.99 $ 81,097 6 $ 40.93 $ 85,136 7 $ 42.99 $ 89,418 8 $ 45.14 $ 93,899 07/03/2021 POLICE CUSTODY OFFICER POLICE, NONSAFETY 55 1 $ 28.18 $ 58,604 2 $ 29.61 $ 61,584 3 $ 31.06 $ 64,608 4 $ 32.63 $ 67,875 5 $ 34.26 $ 71,252 6 $ 35.98 $ 74,828 7 $ 37.76 $ 78,536 8 $ 39.66 $ 82,487 07/03/2021 POLICE DISPATCHER POLICE, NONSAFETY 70 1 $ 28.72 $ 59,730 2 $ 30.16 $ 62,732 3 $ 31.66 $ 65,844 4 $ 33.24 $ 69,133 5 $ 34.92 $ 72,643 6 $ 36.65 $ 76,241 7 $ 38.49 $ 80,059 8 $ 40.41 $ 84,054 01/15/2022 POLICE DISPATCHER P/T PART-TIME EMPLOYEES 70A 1 $ 28.73 $ 59,752 2 $ 30.17 $ 62,762 3 $ 31.68 $ 65,904 4 $ 33.27 $ 69,201 5 $ 34.94 $ 72,676 6 $ 36.69 $ 76,305 7 $ 38.52 $ 80,112 8 $ 40.44 $ 84,118 07/03/2021 POLICE DISPATCHER, SENIOR POLICE, NONSAFETY 99 1 $ 33.02 $ 68,691 2 $ 34.67 $ 72,113 3 $ 36.39 $ 75,689 Proposed Citywide Salary Schedule Page 29 of 39 June 14, 2022 22-53 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 38.22 $ 79,507 5 $ 40.15 $ 83,503 6 $ 42.14 $ 87,653 7 $ 44.24 $ 92,023 8 $ 46.46 $ 96,636 07/03/2021 POLICE ELECTRONICS SPECIALIST POLICE, NONSAFETY 05A 1 $ 36.17 $ 75,225 2 $ 37.98 $ 79,000 3 $ 39.88 $ 82,951 4 $ 41.89 $ 87,123 5 $ 43.97 $ 91,449 6 $ 46.16 $ 96,018 7 $ 48.48 $ 100,830 8 $ 50.90 $ 105,863 07/03/2021 POLICE EMERGENCY SERVICES COORDINATOR POLICE, NONSAFETY 04 1 $ 37.41 $ 77,808 2 $ 39.25 $ 81,649 3 $ 41.19 $ 85,666 4 $ 43.27 $ 89,992 5 $ 45.46 $ 94,561 6 $ 47.70 $ 99,219 7 $ 50.08 $ 104,163 8 $ 52.60 $ 109,417 07/03/2021 POLICE FISCAL SERVICES/FACILITIES MANAGER POLICE, NONSAFETY 03 1 $ 42.93 $ 89,286 2 $ 45.07 $ 93,745 3 $ 47.32 $ 98,424 4 $ 49.68 $ 103,324 5 $ 52.18 $ 108,534 6 $ 54.79 $ 113,964 7 $ 57.54 $ 119,681 8 $ 60.37 $ 125,574 07/03/2021 POLICE IT ANALYST POLICE, NONSAFETY 61 1 $ 37.58 $ 78,161 2 $ 39.47 $ 82,090 3 $ 41.42 $ 86,151 4 $ 43.48 $ 90,434 5 $ 45.67 $ 95,003 6 $ 47.95 $ 99,726 7 $ 50.35 $ 104,737 8 $ 52.86 $ 109,946 07/03/2021 POLICE IT COORDINATOR POLICE, NONSAFETY 02A 1 $ 44.00 $ 91,515 2 $ 46.19 $ 96,084 3 $ 48.52 $ 100,918 4 $ 50.92 $ 105,907 5 $ 53.50 $ 111,271 6 $ 56.15 $ 116,789 7 $ 58.96 $ 122,638 8 $ 61.91 $ 128,774 03/27/2021 POLICE LIEUTENANT POLICE MANAGEMENT 65 1 $ 58.86 $ 122,438 2 $ 61.82 $ 128,583 3 $ 64.90 $ 134,992 4 $ 68.13 $ 141,712 5 $ 71.55 $ 148,818 Proposed Citywide Salary Schedule Page 30 of 39 June 14, 2022 22-54 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 6 $ 75.12 $ 156,258 7 $ 78.89 $ 164,083 8 $ 82.83 $ 172,292 07/03/2021 POLICE MECHANIC I POLICE, NONSAFETY 17 1 $ 23.45 $ 48,782 2 $ 24.60 $ 51,165 3 $ 25.83 $ 53,726 4 $ 27.14 $ 56,441 5 $ 28.49 $ 59,266 6 $ 29.94 $ 62,268 7 $ 31.43 $ 65,380 8 $ 32.98 $ 68,603 07/03/2021 POLICE MECHANIC II POLICE, NONSAFETY 18 1 $ 27.16 $ 56,485 2 $ 28.50 $ 59,288 3 $ 29.96 $ 62,312 4 $ 31.46 $ 65,447 5 $ 33.02 $ 68,691 6 $ 34.67 $ 72,113 7 $ 36.39 $ 75,689 8 $ 38.22 $ 79,507 07/03/2021 POLICE MECHANIC, SENIOR POLICE, NONSAFETY 19 1 $ 29.96 $ 62,312 2 $ 31.46 $ 65,447 3 $ 33.02 $ 68,691 4 $ 34.68 $ 72,135 5 $ 36.39 $ 75,689 6 $ 38.22 $ 79,507 7 $ 40.15 $ 83,503 8 $ 42.14 $ 87,653 07/03/2021 POLICE OFFICER POLICE, SAFETY 15A 1 $ 34.50 $ 71,760 2 $ 36.24 $ 75,380 3 $ 38.04 $ 79,132 4 $ 39.97 $ 83,127 5 $ 41.96 $ 87,277 6 $ 44.03 $ 91,581 7 $ 48.43 $ 100,742 8 $ 50.85 $ 105,775 9 $ 53.40 $ 111,072 10 $ 56.07 $ 116,634 11 $ 58.88 $ 122,462 07/03/2021 POLICE RANG EMASTER-ARMORER POLICE, NONSAFETY 45 1 $ 27.98 $ 58,207 2 $ 29.37 $ 61,098 3 $ 30.87 $ 64,211 4 $ 32.40 $ 67,389 5 $ 34.03 $ 70,788 6 $ 35.71 $ 74,276 7 $ 37.50 $ 78,007 8 $ 39.36 $ 81,869 07/03/2021 POLICE RECRUIT POLICE, NONSAFETY 07 1 $ 31.24 $ 64,983 01/15/2022 POLICE RESERVE P/T PART-TIME EMPLOYEES 01A 1 $ 25.07 $ 52,153 2 $ 26.33 $ 54,761 3 $ 27.64 $ 57,499 Proposed Citywide Salary Schedule Page 31 of 39 June 14, 2022 22-55 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 29.03 $ 60,374 5 $ 30.48 $ 63,393 6 $ 32.00 $ 66,562 7 $ 33.60 $ 69,890 8 $ 35.28 $ 73,385 03/27/2021 POLICE SERGEANT POLICE MANAGEMENT 40 1 $ 50.08 $ 104,172 2 $ 52.60 $ 109,405 3 $ 55.24 $ 114,902 4 $ 57.99 $ 120,614 5 $ 60.88 $ 126,639 6 $ 63.92 $ 132,951 7 $ 67.13 $ 139,624 8 $ 70.46 $ 146,561 07/03/2021 POLICE STATION OFFICER POLICE, NONSAFETY 52A 1 $ 28.06 $ 58,361 2 $ 29.46 $ 61,275 3 $ 30.94 $ 64,365 4 $ 32.48 $ 67,566 5 $ 34.12 $ 70,965 6 $ 35.83 $ 74,519 7 $ 37.62 $ 78,249 8 $ 39.50 $ 82,156 01/15/2022 POLICE SUPPORT SERVICES ADMINISTRATOR KEY&MGT, ADMIN MGT 28 1 $ 73.07 $ 151,983 2 $ 76.72 $ 159,581 3 $ 80.56 $ 167,568 4 $ 84.58 $ 175,922 5 $ 88.80 $ 184,713 01/15/2022 POOL LIFEGUARD P/T PART-TIME EMPLOYEES 80 1 $ 15.15 $ 31,514 2 $ 15.90 $ 33,063 3 $ 16.70 $ 34,745 4 $ 17.54 $ 36,482 5 $ 18.42 $ 38,306 01/15/2022 POOL LIFEGUARD, SENIOR P/T PART-TIME EMPLOYEES 86 1 $ 19.89 $ 41,362 2 $ 20.90 $ 43,464 3 $ 21.93 $ 45,611 4 $ 23.05 $ 47,934 5 $ 24.23 $ 50,391 01/15/2022 POOL SWIM INSTRUCTOR P/T PART-TIME EMPLOYEES 85A 1 $ 16.20 $ 33,704 2 $ 17.02 $ 35,408 3 $ 17.87 $ 37,179 4 $ 18.76 $ 39,016 5 $ 19.69 $ 40,963 01/15/2022 POOL SWIM INSTRUCTOR TRAINEE P/T PART-TIME EMPLOYEES 01 1 $ 15.00 $ 31,200 01/15/2022 PUBLIC INFORMATION MANAGER KEY&MGT, DIVISION MGMT 14 1 $ 66.25 $ 137,810 2 $ 69.58 $ 144,726 3 $ 73.07 $ 151,983 4 $ 76.71 $ 159,557 5 $ 80.53 $ 167,496 01/15/2022 PUBLIC INFORMATION SPECIALIST KEY&MGT, CONFIDENTIAL 07B 1 $ 32.70 $ 68,016 2 $ 34.33 $ 71,401 3 $ 36.07 $ 75,030 Proposed Citywide Salary Schedule Page 32 of 39 June 14, 2022 22-56 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 37.84 $ 78,707 5 $ 39.75 $ 82,676 6 $ 41.74 $ 86,816 7 $ 43.86 $ 91,224 8 $ 46.02 $ 95,729 01/15/2022 PUBLIC WORKS CREW CHIEF EMPLOYEES LEAGUE 25 1 $ 31.16 $ 64,808 2 $ 32.73 $ 68,078 3 $ 34.35 $ 71,445 4 $ 36.05 $ 74,980 5 $ 37.89 $ 78,803 6 $ 39.78 $ 82,747 7 $ 41.79 $ 86,932 8 $ 43.88 $ 91,260 01/15/2022 PUBLIC WORKS DIRECTOR KEY&MGT, EXECUTIVE 15G 0 $ 80.01 $ 166,424 1 $ 100.01 $ 208,018 2 $ 120.01 $ 249,612 01/15/2022 PUBLIC WORKS DIRECTOR, DEPUTY (CITY ENGINEER) KEY&MGT, ADMIN MGT 29A 1 $ 87.90 $ 182,838 2 $ 92.30 $ 191,994 3 $ 96.91 $ 201,564 4 $ 101.75 $ 211,646 5 $ 106.85 $ 222,240 01/15/2022 PUBLIC WORKS DIRECTOR, DEPUTY (MUNICIPAL OPS) KEY&MGT, ADMIN MGT 17B 1 $ 74.97 $ 155,928 2 $ 78.68 $ 163,648 3 $ 82.62 $ 171,854 4 $ 86.76 $ 180,451 5 $ 91.11 $ 189,510 01/15/2022 PUBLIC WORKS FINANCE/ADMIN MANAGER KEY&MGT, DIVISION MGMT 14A 1 $ 66.25 $ 137,810 2 $ 69.58 $ 144,726 3 $ 73.07 $ 151,983 4 $ 76.71 $ 159,557 5 $ 80.53 $ 167,496 01/01/2022 PUBLIC WORKS INSPECTOR I PROFESSIONAL TECHNICAL 33 1 $ 33.69 $ 70,074 2 $ 35.36 $ 73,547 3 $ 37.13 $ 77,236 4 $ 39.02 $ 81,167 5 $ 40.94 $ 85,145 6 $ 42.99 $ 89,413 7 $ 45.13 $ 93,874 8 $ 47.40 $ 98,601 01/01/2022 PUBLIC WORKS INSPECTOR II PROFESSIONAL TECHNICAL 36A 1 $ 36.19 $ 75,283 2 $ 38.03 $ 79,093 3 $ 39.93 $ 83,047 4 $ 41.93 $ 87,219 5 $ 44.02 $ 91,559 6 $ 46.21 $ 96,117 7 $ 48.52 $ 100,915 8 $ 50.95 $ 105,979 01/01/2022 PUBLIC WORKS INSPECTOR, SENIOR PROFESSIONAL TECHNICAL 44 1 $ 38.92 $ 80,949 2 $ 40.85 $ 84,976 3 $ 42.93 $ 89,293 Proposed Citywide Salary Schedule Page 33 of 39 June 14, 2022 22-57 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP 01/01/2022 PUBLIC WORKS SPECIALIST CITY EMPLOYEES 01/15/2022 PUBLIC WORKS SUPERVISOR EMPLOYEES LEAGUE 01/15/2022 PUBLIC WORKS TECHNICAL AIDE P/T PART-TIME EMPLOYEES 01/15/2022 PURCHASING & CONTRACTS ADMINISTRATOR KEY&MGT, CONFIDENTIAL 01/15/2022 REAL PROPERTY ADMINISTRATOR KEY&MGT, CONFIDENTIAL 01/01/2022 RECORDS SPECIALIST CITY EMPLOYEES Proposed Citywide Salary Schedule Page 34 of 39 GRADE STEP HOURLY RATE ANNUAL SALARY 4 $ 45.05 $ 93,706 5 $ 47.32 $ 98,431 6 $ 49.63 $ 103,230 7 $ 52.18 $ 108,535 8 $ 54.78 $ 113,937 57A 1 $ 29.79 $ 61,972 2 $ 31.28 $ 65,059 3 $ 32.85 $ 68,338 4 $ 34.48 $ 71,714 5 $ 36.21 $ 75,307 6 $ 38.06 $ 79,165 7 $ 39.93 $ 83,047 8 $ 41.96 $ 87,267 65 1 $ 36.09 $ 75,061 2 $ 37.89 $ 78,804 3 $ 39.80 $ 82,775 4 $ 41.78 $ 86,906 5 $ 43.86 $ 91,219 6 $ 46.03 $ 95,738 7 $ 48.34 $ 100,553 8 $ 50.77 $ 105,597 75 1 $ 17.16 $ 35,696 2 $ 18.07 $ 37,578 3 $ 18.96 $ 39,436 4 $ 19.87 $ 41,339 5 $ 20.89 $ 43,442 19A 1 $ 46.19 $ 96,070 2 $ 48.48 $ 100,843 3 $ 50.94 $ 105,957 4 $ 53.45 $ 111,168 5 $ 56.15 $ 116,794 6 $ 58.95 $ 122,614 7 $ 61.90 $ 128,751 8 $ 65.01 $ 135,229 19B 1 $ 46.19 $ 96,070 2 $ 48.48 $ 100,843 3 $ 50.94 $ 105,957 4 $ 53.45 $ 111,168 5 $ 56.15 $ 116,794 6 $ 58.95 $ 122,614 7 $ 61.90 $ 128,751 8 $ 65.01 $ 135,229 76 1 $ 30.64 $ 63,732 2 $ 32.17 $ 66,915 3 $ 33.77 $ 70,243 4 $ 35.44 $ 73,715 5 $ 37.23 $ 77,429 6 $ 39.07 $ 81,263 7 $ 41.06 $ 85,410 8 $ 43.06 $ 89,558 June 14, 2022 22-58 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP 01/15/2022 RECORDS SPECIALIST P/T PART-TIME EMPLOYEES 01/15/2022 RECREATION & SR SRVCS DIRECTOR KEY&MGT, EXECUTIVE 01/15/2022 RECREATION & SR SRVCS DIRECTOR, DEPUTY KEY&MGT, ADMIN MGT 01/15/2022 RECREATION & SR SRVCS MANAGER 01/01/2022 RECREATION COORDINATOR 01/15/2022 RECREATION COORDINATOR P/T KEY&MGT, DIVISION MGMT CITY EMPLOYEES PART-TIME EMPLOYEES 01/01/2022 RECREATION COORDINATOR, ASSISTANT CITY EMPLOYEES 01/15/2022 RECREATION COORDINATOR, ASSISTANT P/T PART-TIME EMPLOYEES Proposed Citywide Salary Schedule Page 35 of 39 GRADE STEP HOURLY RATE ANNUAL SALARY 17 1 $ 28.83 $ 59,973 2 $ 30.27 $ 62,961 3 $ 31.79 $ 66,126 4 $ 33.38 $ 69,423 5 $ 35.05 $ 72,897 6 $ 36.80 $ 76,549 7 $ 38.64 $ 80,377 8 $ 40.57 $ 84,383 11D 0 $ 75.69 $ 157,438 1 $ 94.61 $ 196,791 2 $ 113.53 $ 236,145 15 1 $ 71.34 $ 148,379 2 $ 74.91 $ 155,806 3 $ 78.64 $ 163,575 4 $ 82.58 $ 171,757 5 $ 86.71 $ 180,353 05A 1 $ 53.04 $ 110,316 2 $ 55.68 $ 115,819 3 $ 58.49 $ 121,664 4 $ 61.43 $ 127,777 5 $ 64.48 $ 134,108 05A 1 $ 28.33 $ 58,934 2 $ 29.76 $ 61,900 3 $ 31.23 $ 64,962 4 $ 32.83 $ 68,290 5 $ 34.45 $ 71,666 6 $ 36.18 $ 75,259 7 $ 38.01 $ 79,069 8 $ 39.87 $ 82,926 56 1 $ 28.04 $ 58,323 2 $ 29.45 $ 61,258 3 $ 30.91 $ 64,288 4 $ 32.49 $ 67,582 5 $ 34.10 $ 70,923 6 $ 35.81 $ 74,479 7 $ 37.62 $ 78,249 8 $ 39.46 $ 82,067 07A 1 $ 23.28 $ 48,420 2 $ 24.44 $ 50,831 3 $ 25.67 $ 53,387 4 $ 26.93 $ 56,016 5 $ 28.30 $ 58,861 6 $ 29.71 $ 61,803 7 $ 31.21 $ 64,914 8 $ 32.76 $ 68,145 06 1 $ 21.91 $ 45,566 2 $ 23.00 $ 47,846 3 $ 24.16 $ 50,258 4 $ 25.36 $ 52,759 5 $ 26.63 $ 55,392 June 14, 2022 22-59 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 6 $ 27.95 $ 58,137 7 $ 29.35 $ 61,058 8 $ 30.80 $ 64,067 01/15/2022 RECREATION LEADER P/T PART-TIME EMPLOYEES 45 1 $ 15.56 $ 32,355 2 $ 16.36 $ 34,037 3 $ 17.18 $ 35,739 4 $ 18.04 $ 37,526 5 $ 18.94 $ 39,402 01/15/2022 RECREATION LEADER, SENIOR P/T PART-TIME EMPLOYEES 55A 1 $ 17.16 $ 35,696 2 $ 18.07 $ 37,578 3 $ 18.96 $ 39,436 4 $ 19.87 $ 41,339 5 $ 20.89 $ 43,442 01/01/2022 RECREATION SUPERVISOR CITY EMPLOYEES 04 1 $ 33.12 $ 68,885 2 $ 34.79 $ 72,361 3 $ 36.51 $ 75,940 4 $ 38.33 $ 79,723 5 $ 40.27 $ 83,761 6 $ 42.26 $ 87,902 7 $ 44.41 $ 92,375 8 $ 46.62 $ 96,976 01/15/2022 RECREATION SUPERVISOR P/T PART-TIME EMPLOYEES 04A 1 $ 32.06 $ 66,679 2 $ 33.67 $ 70,042 3 $ 35.33 $ 73,495 4 $ 37.10 $ 77,169 5 $ 38.97 $ 81,063 6 $ 40.90 $ 85,069 7 $ 42.98 $ 89,407 8 $ 45.12 $ 93,855 01/01/2022 REVENUE AUDITOR PROFESSIONAL TECHNICAL 59 1 $ 36.66 $ 76,247 2 $ 38.54 $ 80,154 3 $ 40.44 $ 84,108 4 $ 42.42 $ 88,232 5 $ 44.56 $ 92,693 6 $ 46.81 $ 97,371 7 $ 49.13 $ 102,194 8 $ 51.59 $ 107,306 01/15/2022 REVENUE MANAGER KEY&MGT, DIVISION MGMT 16D 1 $ 69.59 $ 144,751 2 $ 73.08 $ 152,008 3 $ 76.73 $ 159,605 4 $ 80.57 $ 167,593 5 $ 84.57 $ 175,897 01/15/2022 REVIEW OFFICER P/T PART-TIME EMPLOYEES 95 1 $ 34.53 $ 71,813 2 $ 36.24 $ 75,376 3 $ 38.05 $ 79,138 4 $ 39.96 $ 83,121 01/15/2022 SENIOR SERVICES SHUTTLE DRIVER EMPLOYEES LEAGUE 10 1 $ 22.15 $ 46,075 2 $ 23.23 $ 48,312 3 $ 24.44 $ 50,837 4 $ 25.65 $ 53,361 Proposed Citywide Salary Schedule Page 36 of 39 June 14, 2022 22-60 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 5 $ 26.91 $ 55,983 6 $ 28.26 $ 58,772 7 $ 29.68 $ 61,730 8 $ 31.18 $ 64,856 01/15/2022 SENIOR SERVICES SHUTTLE DRIVER P/T PART-TIME EMPLOYEES 05D 1 $ 21.22 $ 44,128 2 $ 22.24 $ 46,253 3 $ 23.41 $ 48,687 4 $ 24.57 $ 51,099 5 $ 25.80 $ 53,666 6 $ 27.06 $ 56,277 7 $ 28.42 $ 59,110 8 $ 29.88 $ 62,142 01/15/2022 STUDENT AIDE PT PART-TIME EMPLOYEES 70B 1 $ 15.48 $ 32,200 2 $ 16.25 $ 33,793 3 $ 17.06 $ 35,475 4 $ 17.91 $ 37,248 5 $ 18.80 $ 39,111 6 $ 19.74 $ 41,067 01/15/2022 SUPERINTENDENT KEY&MGT, DIVISION MGMT 10A 1 $ 60.01 $ 124,830 2 $ 63.00 $ 131,040 3 $ 66.17 $ 137,640 4 $ 69.49 $ 144,531 5 $ 72.96 $ 151,764 01/15/2022 SUPPORT SERVICES AIDE P/T PART-TIME EMPLOYEES 50B 1 $ 22.27 $ 46,319 2 $ 23.40 $ 48,664 3 $ 24.55 $ 51,055 4 $ 25.80 $ 53,666 5 $ 27.07 $ 56,300 6 $ 28.42 $ 59,110 7 $ 29.85 $ 62,098 8 $ 31.32 $ 65,152 01/15/2022 SYSTEMS & ADMIN MANAGER KEY&MGT, DIVISION MGMT 07A 1 $ 56.15 $ 116,794 2 $ 58.95 $ 122,614 3 $ 61.90 $ 128,751 4 $ 64.99 $ 135,180 5 $ 68.26 $ 141,974 01/01/2022 TRAFFIC ENGINEER TECHNICIAN PROFESSIONAL TECHNICAL 37A 1 $ 33.74 $ 70,171 2 $ 35.41 $ 73,643 3 $ 37.17 $ 77,308 4 $ 39.05 $ 81,215 5 $ 41.04 $ 85,362 6 $ 43.03 $ 89,510 7 $ 45.22 $ 94,067 8 $ 47.49 $ 98,769 01/01/2022 TRAFFIC ENGINEER TECHNICIAN, SENIOR PROFESSIONAL TECHNICAL 48 1 $ 35.42 $ 73,667 2 $ 37.20 $ 77,381 3 $ 39.07 $ 81,263 4 $ 41.03 $ 85,338 5 $ 43.06 $ 89,558 6 $ 45.22 $ 94,067 Proposed Citywide Salary Schedule Page 37 of 39 June 14, 2022 22-61 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 7 $ 47.49 $ 98,769 8 $ 49.86 $ 103,713 01/15/2022 UTILITIES CREW CHIEF EMPLOYEES LEAGUE 25G 1 $ 31.16 $ 64,808 2 $ 32.73 $ 68,078 3 $ 34.35 $ 71,445 4 $ 36.05 $ 74,980 5 $ 37.89 $ 78,803 6 $ 39.78 $ 82,747 7 $ 41.79 $ 86,932 8 $ 43.88 $ 91,260 01/15/2022 UTILITIES DIRECTOR KEY&MGT, EXECUTIVE 11F 0 $ 75.69 $ 157,438 1 $ 94.61 $ 196,791 2 $ 113.53 $ 236,145 01/15/2022 UTILITIES SCADA COORDINATOR EMPLOYEES LEAGUE 03 1 $ 33.41 $ 69,497 2 $ 35.09 $ 72,984 3 $ 36.85 $ 76,639 4 $ 38.66 $ 80,415 5 $ 40.64 $ 84,527 6 $ 42.65 $ 88,711 7 $ 44.80 $ 93,184 8 $ 47.03 $ 97,825 01/15/2022 UTILITIES SPECIALIST EMPLOYEES LEAGUE 60 1 $ 25.83 $ 53,722 2 $ 27.13 $ 56,440 3 $ 28.48 $ 59,229 4 $ 29.90 $ 62,187 5 $ 31.38 $ 65,265 6 $ 33.00 $ 68,631 7 $ 34.61 $ 71,998 8 $ 36.35 $ 75,605 01/15/2022 UTILITIES SPECIALIST P/T PART-TIME EMPLOYEES 60 1 $ 25.67 $ 53,401 2 $ 26.97 $ 56,102 3 $ 28.31 $ 58,875 4 $ 29.72 $ 61,815 5 $ 31.19 $ 64,875 6 $ 32.80 $ 68,221 7 $ 34.41 $ 71,567 8 $ 36.13 $ 75,153 01/15/2022 UTILITIES SPECIALIST, SENIOR EMPLOYEES LEAGUE 01 1 $ 27.76 $ 57,738 2 $ 29.16 $ 60,647 3 $ 30.61 $ 63,678 4 $ 32.14 $ 66,852 5 $ 33.76 $ 70,219 6 $ 35.45 $ 73,730 7 $ 37.22 $ 77,409 8 $ 39.07 $ 81,256 01/15/2022 UTILITIES SUPERVISOR EMPLOYEES LEAGUE 55 1 $ 36.05 $ 74,980 2 $ 37.89 $ 78,803 3 $ 39.78 $ 82,747 4 $ 41.78 $ 86,907 5 $ 43.88 $ 91,260 Proposed Citywide Salary Schedule Page 38 of 39 June 14, 2022 22-62 City of Newport Beach Citywide Salary Schedule Proposed to the City Council (Governing Body) for Adoption on June 14, 2022 REVISION DATE POSITION TITLE EE GROUP GRADE STEP HOURLY RATE ANNUAL SALARY 6 $ 46.05 $ 95,781 7 $ 48.33 $ 100,519 8 $ 50.77 $ 105,593 01/01/2022 WATER CONSERVATION COORDINATOR PROFESSIONAL TECHNICAL 40 1 $ 37.76 $ 78,538 2 $ 39.65 $ 82,468 3 $ 41.61 $ 86,544 4 $ 43.68 $ 90,860 5 $ 45.91 $ 95,490 6 $ 48.18 $ 100,216 7 $ 50.57 $ 105,184 8 $ 53.15 $ 110,561 0611812022 WATER OPERATIONS SUPERINTENDENT KEY&MGT, DIVISION MGMT 10 1 $ 63.02 $ 131,072 2 $ 66.15 $ 137,590 3 $ 69.48 $ 144,522 4 $ 72.96 $ 151,758 5 $ 76.61 $ 159,352 01/15/2022 WATER PRODUCTION OPERATOR EMPLOYEES LEAGUE 26 1 $ 32.73 $ 68,078 2 $ 34.35 $ 71,445 3 $ 36.05 $ 74,980 4 $ 37.89 $ 78,803 5 $ 39.78 $ 82,747 6 $ 41.78 $ 86,907 7 $ 43.88 $ 91,260 8 $ 46.05 $ 95,781 01/15/2022 WATER PRODUCTION SUPERVISOR EMPLOYEES LEAGUE 65B 1 $ 37.89 $ 78,803 2 $ 39.78 $ 82,747 3 $ 41.78 $ 86,907 4 $ 43.88 $ 91,260 5 $ 46.05 $ 95,781 6 $ 48.33 $ 100,519 7 $ 50.77 $ 105,593 8 $ 53.31 $ 110,883 01/15/2022 WATER QUALITY COORDINATOR EMPLOYEES LEAGUE 55B 1 $ 36.05 $ 74,980 2 $ 37.89 $ 78,803 3 $ 39.78 $ 82,747 4 $ 41.78 $ 86,907 5 $ 43.88 $ 91,260 6 $ 46.05 $ 95,781 7 $ 48.33 $ 100,519 8 $ 50.77 $ 105,593 1 Hired into position before October 27, 2018 Z Hired before January 1, 2016 3 Hired on or after January 1, 2016 Hourly rates are rounded to the nearest hundredths. Annual salaries are rounded to the nearest dollar. Disclaimer: Salary ranges may be adjusted to accommodate minimum wage increases set by the State of California Department of Industrial Relations. Proposed Citywide Salary Schedule Page 39 of 39 June 14, 2022 22-63 Attachment C Salary Schedule for Lifeguard Operations Assistant Chief 22-64 NEWPORT BEACH LIFEGUARD MANAGEMENT ASSOCIATION MOU Term: January 1, 2022 - December 31, 2025 Cost of Living Adjustments for Lifeguard Operations, Assistant Chief 2% increase of base salary each year on the listed effective date LffKey and Management Position Step ective Date Administrative Management Safety 01/15/2022 Lifeguard Operations, Assistant Chief 02 1 2 3 4 5 01/14/2023 Lifeguard Operations, Assistant Chief 01/13/2024 Lifeguard Operations, Assistant Chief 01/11/2025 Lifeguard Operations, Assistant Chief 02 02 02 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 Hourly Rate Annual Salary $ 68.80 $ 143,103 $ 72.24 $ 150,255 $ 75.84 $ 157,743 $ 79.64 $ 165,654 $ 83.63 $ 173,946 $ 70.18 $ 145,966 $ 73.68 $ 153,260 $ 77.35 $ 160,898 $ 81.23 $ 168,967 $ 85.30 $ 177,425 $ 71.58 $ 148,885 $ 75.16 $ 156,326 $ 78.90 $ 164,116 $ 82.86 $ 172,346 $ 87.01 $ 180,973 $ 73.01 $ 151,862 $ 76.66 $ 159,452 $ 80.48 $ 167,398 $ 84.52 $ 175,794 $ 88.75 $ 184,593 Hourly pay rates are rounded to the nearest hundredth. Annual salary is rounded to the nearest whole dollar. 22-65 Attachment D Budget Amendment No. 23-001 22-66 City of Newport Beach BUDGET AMENDMENT CgCIFOR�`P 2022-23 BA#: 23-001 Department: Finance ONE TIME: f] Yes ❑ No Requestor: Scott Catlett Approvals ❑ CITY MANAGER'S APPROVAL ONLY J Finance Director: Date o COUNCIL APPROVAL REQUIRED City Clerk: Date EXPLANATION FOR REQUEST: To transfer structural surplus revenue to increase expenditure appropriations. Funds will be allocated to CaIPERS UAL ❑ from existing budget appropriations Additional payment for FY 22-23, Facilities Financing Plan and FY 2023-24 Capital Improvement Projects. ❑ from additional estimated revenues O from unappropriated fund balance REVENUES Fund # Org Object Project Description Increase or (Decrease) $ 012 01299 691010 INTERFUNDTRANSFERS- TRANSFERINGENERALFUND 1,450,000.00 513 51399 691513 INTERFUND TRANSFERS -TRANSFER IN FFP FUND 1,000,000.00 Subtotal $ 2,450,000.00 EXPENDITURES Fund # Org Object Project Description Increase or (Decrease) $ 01099 991513 GENERAL FUND INTERFUND TRANSFR -TRANSFER OUT FFP 1,000,000.00 F010 O10 01099 991012 GENERAL FUND INTERFUND TRANSFR - TRANSFER OUT CIP Fi 1,450,000.00 010 See Detail -Attached 5,000,000.00 Subtotal $ 7,450,000.00 FUND BALANCE Fund # Object Description Increase or (Decrease) $ 010 300000 GENERAL FUND - FUND BALANCE CONTROL (7,450,000.00) 012 300000 GENERAL FUND CAPITAL PROJECTS - FUND BALANCE CONTROL 1,450,000.00 513 300000 FACILITIES FINANCING PLAN - FUND BALANCE CONTROL 1,000,000.00 Subtotal $ (5,000,000.00) Fund Balance Change Required 22-67 �EWRORT City of Newport Beach H+ s BUDGET AMENDMENT c°1iFou*'`r 2022-23 BA#• 23-001 Department: Finance ONE TIME: 0 Yes ❑ No Requestor: Scott Catlett Approvals ❑ CITY MANAGER'S APPROVAL ONLY Finance Director: Date ❑ COUNCIL APPROVAL REQUIRED JCity Clerk: Date To transfer structural surplus revenue to increase expenditure appropriations. Funds will be allocated to CalPERS UAL I1:1 from existing budget appropriations Additional payment for FY 22-23, Facilities Financing Plan and FY 2023-24 Capital Improvement Projects. ❑ from additional estimated revenues ❑ from unappropriated fund balance Fund # Org Object Project Description Increase or (Decrease) $ 012 01299 691010 INTERFUND TRANSFERS - TRANSFER IN GENERAL FUND 1,450,000.00 513 51399 691010 INTERFUND TRANSFERS - TRANSFER IN GENERAL FUND 1,000,000.00 Subtotal $ 2,450,000.00 EXPENDITURES Fund # Org Object Project Description Increase or (Decrease) $ 010 01099 991513 GENERAL FUND INTERFUND TRANSFR -TRANSFER OUT FFP 1,000,000.00 010 01099 991012 GENERAL FUND INTERFUND TRANSFR - TRANSFER OUT CIP F 1,450,000.00 010 01005005 725001 CITY COUNCIL ADMIN - PENSION UAL REQUIRED MISC 4,547.02 010 01010005 725001 CITY CLERK ADMIN - PENSION UAL REQUIRED MISC 19,172.45 010 01015005 725001 CITY ATTORNEY ADMIN - PENSION UAL REQUIRED MISC 44,954.72 010 01020005 725001 CITY MANAGER ADMIN - PENSION UAL REQUIRED MISC 30,537.36 010 01020201 725001 CITY MGR PUBLIC INFO OFFICE - PENSION UAL REQUIRED MI: 8,625.80 010 0102041 725001 CITY MGR OUTREACH SERVICES - PENSION UAL REQUIRED M 5,121.64 010 01025005 725001 HUMAN RESOURCES - PENSION UAL REQUIRED MISC 44,791.85 010 01030005 725001 FINANCE ADMIN - PENSION UAL REQUIRED MISC 24,526.17 010 01030301 725001 FINANCIAL PLANNING - PENSION UAL REQUIRED MISC 21,642.40 010 01030302 725001 FINANCIAL REPORTING - PENSION UAL REQUIRED MISC 22,106.74 010 01030304 725001 PURCHASING - PENSION UAL REQUIRED MISC 15,542.29 010 0103031 725001 REVENUE SERVICES - PENSION UAL REQUIRED MISC 41,372.18 010 0103511 725001 EMERGENCY PREPAREDNESS - PENSION UAL REQUIRED MIS( 3,729.08 010 0103522 725001 POLICE IT- PENSION UAL REQUIRED MISC 25,073.56 010 01035351 725001 POLICE CHIEF - PENSION UAL REQUIRED MISC 11,346.89 010 01035352 725001 POLICE SUPPORT SERVICES - PENSION UAL REQUIRED MISC 124,032.64 010 01035353 725001 PATROL- PENSION UAL REQUIRED MISC 27,338.07 010 01035354 725001 TRAFFIC - PENSION UAL REQUIRED MISC 35,335.14 010 01035355 725001 DETECTIVES - PENSION UAL REQUIRED MISC 31,167.28 010 01035356 725001 FLEET MAINTENANCE - PENSION UAL REQUIRED MISC 5,366.28 22-68 01040005 725001 FIRE ADMINISTRATION - PENSION UAL REQUIRED MISC 18,271.39 01040402 725001 FIRE PREVENTION - PENSION UAL REQUIRED MISC 17,044.06 01040403 725001 COMM ER RESPONSE TEAM (CERT) - PENSION UAL REQUIRE[ 2,387.98 01040404 725001 EMERGENCY MEDICAL SERVICES - PENSION UAL REQUIRED h 6,559.04 01040405 725001 JUNIOR LIFEGUARDS - PENSION UAL REQUIRED MISC 19,037.15 01040406 725001 LIFEGUARD OPERATIONS - PENSION UAL REQUIRED MISC 6,529.45 01050005 725001 CDD ADMIN - PENSION UAL REQUIRED MISC 26,543.14 0105041 725001 INSPECTIONS - PENSION UAL REQUIRED MISC 37,174.52 0105042 725001 PLAN CHECKS/PERMITS - PENSION UAL REQUIRED MISC 74,196.42 01050501 725001 PLANNING - PENSION UAL REQUIRED MISC 54,375.20 01050503 725001 CODE ENFORCEMENT - PENSION UAL REQUIRED MISC 11,576.09 01050505 725001 REAL PROPERTY GEN FUND - PENSION UAL REQUIRED MISC 6,687.17 01060005 725001 LIBRARY ADMIN - PENSION UAL REQUIRED MISC 25,342.58 0106021 725001 CDM BRANCH LIBRARY- PENSION UAL REQUIRED MISC 5,251.25 0106022 725001 MARINERS BRANCH LIBRARY- PENSION UAL REQUIRED MISC 16,489.25 0106023 725001 CENTRAL LIBRARY - PENSION UAL REQUIRED MISC 40,047.38 0106024 725001 BALBOA BRANCH LIBRARY - PENSION UAL REQUIRED MISC 3,277.87 01060601 725001 TECHNICAL PROCESSING - PENSION UAL REQUIRED MISC 6,480.25 01070005 725001 RECREATION ADMIN - PENSION UAL REQUIRED MISC 17,638.16 0107010 725001 PROGRAM SUPPORT - PENSION UAL REQUIRED MISC 44,121.15 0107012 725001 ADULT SPORTS - PENSION UAL REQUIRED MISC 2,052.50 0107014 725001 YOUTH PROGRAMS - PENSION UAL REQUIRED MISC 2,725.81 0107016 725001 NATURAL RESOURCES - PENSION UAL REQUIRED MISC 2,103.15 0107018 725001 PARK PATROL- PENSION UAL REQUIRED MISC 4,566.94 0107020 725001 NEWPORT COAST COMMUNITY CENTER - PENSION UAL REQi 6,736.30 0107021 725001 COMMUNITY YOUTH CENTER - PENSION UAL REQUIRED MIS, 4,053.67 0107023 725001 MARINA PARK - PENSION UAL REQUIRED MISC 10,596.70 0107024 725001 FACILITY MAINT & OPERATIONS - PENSION UAL REQUIRED IV 4,723.22 0107031 725001 OASIS - PENSION UAL REQUIRED MISC 20,533.78 0107032 725001 OASIS FITNESS CENTER - PENSION UAL REQUIRED MISC 2,603.83 0107033 725001 OASIS TRANSPORTATION - PENSION UAL REQUIRED MISC 12,449.00 01080005 725001 PUBLIC WORKS ADMIN - PENSION UAL REQUIRED MISC 36,086.78 0108011 725001 WQ/CONSERVATION/ENVIRONMENTAL - PENSION UAL REQI 15,010.55 0108012 725001 TRAFFIC & TRANSPORTATION - PENSION UAL REQUIRED MIS 47,382.37 0108031 725001 PARKS - PENSION UAL REQUIRED MISC 22,423.52 0108032 725001 TREES - PENSION UAL REQUIRED MISC 5,987.01 0108041 725001 FACILITY MAINTENANCE - PENSION UAL REQUIRED MISC 22,326.00 0108051 725001 REFUSE - PENSION UAL REQUIRED MISC 5,225.51 0108061 725001 STREETS/ASPHALT - PENSION UAL REQUIRED MISC 72,445.64 01080801 725001 ENGINEERING SERVICES - PENSION UAL REQUIRED MISC 90,612.62 01080807 725001 MOD ADMIN - PENSION UAL REQUIRED MISC 9,410.34 0109062 725001 STORM DRAINS/STREET SWEEPING - PENSION UAL REQUIRE[ 21,868.42 0109063 725001 STREET LIGHT/ELECTRICAL - PENSION UAL REQUIRED MISC 5,293.86 0107015 725001 PRESCHOOL PROGRAMS - PENSION UAL REQUIRED MISC 1,326.42 01060604 725001 LITERACY SERVICES - PENSION UAL REQUIRED MISC 1,404.79 01005005 725003 CITY COUNCIL ADMIN - PENSION UAL DISCRETIONARY MISC 1,440.13 01010005 725003 CITY CLERK ADMIN - PENSION UAL DISCRETIONARY MISC 6,072.28 01015005 725003 CITY ATTORNEY ADMIN - PENSION UAL DISCRETIONARY MIS( 14,238.02 01020005 725003 CITY MANAGER ADMIN - PENSION UAL DISCRETIONARY MIS( 9,671.76 01020201 725003 CITY MGR PUBLIC INFO OFFICE - PENSION UAL DISCRETIONAL 2,731.96 0102041 725003 CITY MGR OUTREACH SERVICES - PENSION UAL DISCRETIONF 1,622.12 01025005 725003 HUMAN RESOURCES - PENSION UAL DISCRETIONARY MISC 14,186.44 01030005 725003 FINANCE ADMIN - PENSION UAL DISCRETIONARY MISC 7,767.91 01030301 725003 FINANCIAL PLANNING - PENSION UAL DISCRETIONARY MISC 6,854.56 01030302 725003 FINANCIAL REPORTING - PENSION UAL DISCRETIONARY MISC 7,001.63 01030304 725003 PURCHASING - PENSION UAL DISCRETIONARY MISC 4,922.54 0103031 725003 REVENUE SERVICES - PENSION UAL DISCRETIONARY MISC 13,103.36 22-69 0103511 725003 EMERGENCY PREPAREDNESS - PENSION UAL DISCRETIONAR) 1,181.07 0103522 725003 POLICE IT - PENSION UAL DISCRETIONARY MISC 7,941.28 01035351 725003 POLICE CHIEF - PENSION UAL DISCRETIONARY MISC 3,593.78 01035352 725003 POLICE SUPPORT SERVICES - PENSION UAL DISCRETIONARY N 39,283.51 01035353 725003 PATROL- PENSION UAL DISCRETIONARY MISC 8,658.49 01035354 725003 TRAFFIC - PENSION UAL DISCRETIONARY MISC 11,191.31 01035355 725003 DETECTIVES - PENSION UAL DISCRETIONARY MISC 9,871.27 01035356 725003 FLEET MAINTENANCE - PENSION UAL DISCRETIONARY MISC 1,699.60 01040005 725003 FIRE ADMINISTRATION - PENSION UAL DISCRETIONARY MISC 5,786.90 01040402 725003 FIRE PREVENTION - PENSION UAL DISCRETIONARY MISC 5,398.18 01040403 725003 COMM ER RESPONSE TEAM (CERT) - PENSION UAL DISCRETI( 756.32 01040404 725003 EMERGENCY MEDICAL SERVICES - PENSION UAL DISCRETION 2,077.37 01040405 725003 JUNIOR LIFEGUARDS - PENSION UAL DISCRETIONARY MISC 6,029.43 01040406 725003 LIFEGUARD OPERATIONS - PENSION UAL DISCRETIONARY MI. 2,068.00 01050005 725003 CDD ADMIN - PENSION UAL DISCRETIONARY MISC 8,406.72 0105041 725003 INSPECTIONS - PENSION UAL DISCRETIONARY MISC 11,773.88 0105042 725003 PLAN CHECKS/PERMITS - PENSION UAL DISCRETIONARY MIS( 23,499.42 01050501 725003 PLANNING - PENSION UAL DISCRETIONARY MISC 17,221.67 01050503 725003 CODE ENFORCEMENT - PENSION UAL DISCRETIONARY MISC 3,666.37 01050505 725003 REAL PROPERTY GEN FUND - PENSION UAL DISCRETIONARY 1 2,117.95 01060005 725003 LIBRARY ADMIN - PENSION UAL DISCRETIONARY MISC 8,026.48 0106021 725003 CDM BRANCH LIBRARY - PENSION UAL DISCRETIONARY MISC 1,663.17 0106022 725003 MARINERS BRANCH LIBRARY- PENSION UAL DISCRETIONARY 5,222.46 0106023 725003 CENTRAL LIBRARY - PENSION UAL DISCRETIONARY MISC 12,683.77 0106024 725003 BALBOA BRANCH LIBRARY - PENSION UAL DISCRETIONARY IV 1,038.16 01060601 725003 TECHNICAL PROCESSING - PENSION UAL DISCRETIONARY MI! 2,052.42 01070005 725003 RECREATION ADMIN - PENSION UAL DISCRETIONARY MISC 5,586.34 0107010 725003 PROGRAM SUPPORT - PENSION UAL DISCRETIONARY MISC 13,974.01 0107012 725003 ADULT SPORTS - PENSION UAL DISCRETIONARY MISC 650.07 0107014 725003 YOUTH PROGRAMS - PENSION UAL DISCRETIONARY MISC 863.32 0107016 725003 NATURAL RESOURCES - PENSION UAL DISCRETIONARY MISC 666.11 0107018 725003 PARK PATROL- PENSION UAL DISCRETIONARY MISC 1,446.44 0107020 725003 NEWPORT COAST COMMUNITY CENTER - PENSION UAL DISC 2,133.51 0107021 725003 COMMUNITY YOUTH CENTER - PENSION UAL DISCRETIONAR 1,283.87 0107023 725003 MARINA PARK - PENSION UAL DISCRETIONARY MISC 3,356.18 0107024 725003 FACILITY MAINT & OPERATIONS - PENSION UAL DISCRETION) 1,495.93 0107031 725003 OASIS - PENSION UAL DISCRETIONARY MISC 6,503.44 0107032 725003 OASIS FITNESS CENTER - PENSION UAL DISCRETIONARY MISC 824.68 0107033 725003 OASIS TRANSPORTATION - PENSION UAL DISCRETIONARY MI 3,942.84 01080005 725003 PUBLIC WORKS ADMIN - PENSION UAL DISCRETIONARY MISC 11,429.37 0108011 725003 WQ/CONSERVATION/ENVIRONMENTAL - PENSION UAL DISC 4,754.13 0108012 725003 TRAFFIC & TRANSPORTATION - PENSION UAL DISCRETIONAR 15,006.90 0108031 725003 PARKS - PENSION UAL DISCRETIONARY MISC 7,101.96 0108032 725003 TREES - PENSION UAL DISCRETIONARY MISC 1,896.20 0108041 725003 FACILITY MAINTENANCE - PENSION UAL DISCRETIONARY MIS 7,071.07 0108051 725003 REFUSE - PENSION UAL DISCRETIONARY MISC 1,655.02 0108061 725003 STREETS/ASPHALT - PENSION UAL DISCRETIONARY MISC 22,944.92 01080801 725003 ENGINEERING SERVICES - PENSION UAL DISCRETIONARY MIS 28,698.75 01080807 725003 MOD ADMIN - PENSION UAL DISCRETIONARY MISC 2,980.43 0109062 725003 STORM DRAINS/STREET SWEEPING - PENSION UAL DISCRETI( 6,926.14 0109063 725003 STREET LIGHT/ELECTRICAL - PENSION UAL DISCRETIONARY N 1,676.67 0107015 725003 PRESCHOOL PROGRAMS - PENSION UAL DISCRETIONARY MI5 420.10 01060604 725003 LITERACY SERVICES - PENSION UAL DISCRETIONARY MISC 444.92 01035351 725002 POLICE CHIEF - PENSION UAL REQUIRED SAFETY 50,342.75 01035352 725002 POLICE SUPPORT SERVICES - PENSION UAL REQUIRED SAFET) 32,726.76 01035353 725002 PATROL - PENSION UAL REQUIRED SAFETY 760,438.46 01035354 725002 TRAFFIC - PENSION UAL REQUIRED SAFETY 118,985.80 22- 70 010 01035355 725002 DETECTIVES - PENSION UAL REQUIRED SAFETY 298,764.06 010 01040005 725002 FIRE ADMINISTRATION - PENSION UAL REQUIRED SAFETY 17,232.43 010 01040401 725002 FIRE OPERATIONS - PENSION UAL REQUIRED SAFETY 794,662.87 010 01040404 725002 EMERGENCY MEDICAL SERVICES - PENSION UAL REQUIRED S 203,214.07 010 01040405 725002 JUNIOR LIFEGUARDS - PENSION UAL REQUIRED SAFETY 4,084.65 010 01040406 725002 LIFEGUARD OPERATIONS - PENSION UAL REQUIRED SAFETY 101,557.52 010 01035351 725004 POLICE CHIEF - PENSION UAL DISCRETIONARY SFTY 15,944.51 010 01035352 725004 POLICE SUPPORT SERVICES - PENSION UAL DISCRETIONARY S 10,365.19 010 01035353 725004 PATROL - PENSION UAL DISCRETIONARY SFTY 240,845.39 010 01035354 725004 TRAFFIC - PENSION UAL DISCRETIONARY SFTY 37,685.08 010 01035355 725004 DETECTIVES - PENSION UAL DISCRETIONARY SFTY 94,624.29 010 01040005 725004 FIRE ADMINISTRATION - PENSION UAL DISCRETIONARY SFTY 5,457.84 010 01040401 725004 FIRE OPERATIONS - PENSION UAL DISCRETIONARY SFTY 251,684.91 010 01040404 725004 EMERGENCY MEDICAL SERVICES - PENSION UAL DISCRETION 64,361.78 010 01040405 725004 JUNIOR LIFEGUARDS - PENSION UAL DISCRETIONARY SFTY 1,293.69 010 01040406 725004 LIFEGUARD OPERATIONS - PENSION UAL DISCRETIONARY SFl 32,165.21 Subtotal I$ 7,450,000.00 FUND BALANCE Fund # Object Description Increase or (Decrease) $ 010 300000 GENERAL FUND - FUND BALANCE CONTROL (7,450,000.00) 012 300000 GENERAL FUND CAPITAL PROJECTS - FUND BALANCE CONTROL 1,450,000.00 513 300000 FACILITIES FINANCING PLAN - FUND BALANCE CONTROL 1,000,000.00 Subtotal) $ (5,000,000.00) Fund Balance Change Required 22-71 Attachment E Redline of City Council Policies F-2 and F-28 22-72 City Council Policy F-2 (Redline) Reserve Policy 22-73 F-2 RESERVE POLICY PURPOSE To establish City Council policy for the administration of Reserves defined as fund balances in governmental funds and net working capital in proprietary funds. BACKGROUND Prudent financial management dictates that some portion of the funds available to the City be reserved for future use. As a general budget principle concerning the use of reserves, the City Council decides whether to appropriate funds from Reserve accounts. Even though a project or other expenditure qualifies as a proper use of Reserves, the Council may decide that it is more beneficial to use current year operating revenues or bond proceeds instead, thereby retaining the Reserve funds for future use. Reserve funds will not be spent for any function other than the specific purpose of the Reserve account from which they are drawn without specific direction in the annual budget or by a separate City Council action. Information regarding Annual Budget Adoption and Administration is contained in City Council Policy F-3. GOVERNMENTAL FUNDS AND FUND BALANCE DEFINED Governmental Funds including the General Fund, Special Revenue Funds, Capital Projects Funds, Debt Service Funds, and Permanent Funds have a short- term or current flow of financial resources, measurement focus, and basis of accounting, and therefore exclude long-term assets and long-term liabilities. The term Fund Balance, used to describe the resources that accumulate in these funds, is the difference between the fund assets and fund liabilities of these funds. Fund Balance is similar to the measure of net working capital that is used in private sector accounting. By definition, both Fund Balance and Net Working Capital exclude long-term assets and long-term liabilities. PROPRIETARY FUNDS AND NET WORKING CAPITAL DEFINED Proprietary Funds including Enterprise Funds and Internal Service Funds have 1 22-74 F-2 a long-term or economic resources measurement focus and basis of accounting, and therefore include long-term assets and liabilities. This basis of accounting is very similar to that used in private sector. However, instead of Retained Earnings, the term Net Assets is used to describe the difference between fund assets and fund liabilities. Since Net Assets include both long-term assets and liabilities, the most comparable measure of proprietary fund financial resources to governmental Fund Balance is Net Working Capital, which is the difference between current assets and current liabilities. Net Working Capital, like Fund Balance, excludes long-term assets and long-term liabilities. GOVERNMENTAL FUND RESERVES (FUND BALANCE) For Governmental Funds, the Governmental Accounting Standards Board ("GASB") Statement No. 54 defines five specific classifications of fund balance. The five classifications are intended to identify whether the specific components of fund balance are available for appropriation and are therefore "Spendable." The classifications also are intended to identify the extent to which fund balance is constrained by special restrictions, if any. Applicable only to governmental funds, the five classifications of fund balance are as follows: CLASSIFICATIONS NATURE OF RESTRICTION Non -spendable Cannot be readily converted to cash Restricted Externally imposed restrictions Committed City Council imposed commitment Assigned City Manager assigned purpose/intent Unassigned Residual balance not otherwise restricted A. Non -spendable fund balance: That portion of fund balance that includes amounts that are either (a) not in a spendable form, or (b) legally or contractually required to be maintained intact. Examples of Non -spendable fund balance include: 1. Reserve for Inventories: The value of inventories purchased by the City but not yet issued to the operating Departments is reflected in this account. 2 22-75 F-2 2. Reserve for Lona Term Receivables and Advances: This Reserve is used toidentify and segregate that portion of the City's financial assets which are not due to be received for an extended period, so are not available for appropriation during the budget year. 3. Reserve for Prepaid Assets: This reserve represents resources that have been paid to another entity in advance of the accounting period in which the resource is deducted from fund balance. A common example is an insurance premium, which is typically payable in advance of the coverage period. Although prepaid assets have yet to be deducted from fund balance, they are no longer available for appropriation. 4. Reserve for Permanent Endowment - Bay Dredging: The endowment specifies that the principal amount will not be depleted and represents the asset amounts to be held in the Bay Dredging Fund. 5. Reserve for Permanent Endowment - Ackerman Fund: The endowment specifies that the principal amount will not be depleted and represents the asset amount to be held in the Ackerman Fund. B. Restricted fund balance: The portion of fund balance that reflects constraints placed on the use of resources (other than non -spendable items) that are either (a) externally imposed by creditors, grantors, contributors, or laws or regulations of other governments; or (b) imposed by law through constitutional provisions or enabling legislation. Examples of restricted fund balance are: 1. Reserve for Debt Service: Funds are placed in this Reserve at the time debt is issued. The provisions governing the Reserve, if established, are in the Bond Indenture and the Reserve itself is typically controlled by the Trustee. 2. Affordable Housing: A principal provision of the Newport Beach Housing Element requires developers to provide housing units for lower income households, the number of which is to be negotiated for each development project. In lieu of constructing affordable housing, developers have paid into this reserve which is used at the City Council's discretion to provide alternate methods for the delivery of affordable 3 22-76 F-2 housing for lower income households. 3. Park In Lieu: Per Newport Beach Municipal Code (NBMCJ Chapter 19.52 and California Government Code Section 664777 (The 1975 "Quimby Act"), a dedication of land or payment of fees for park or recreational purposes in conjunction with residential development is required. The fees collected can only be used for specific park or recreation purposes as outlined in NBMC Sections-19.52.030 and 19.52.070. 4. Upper Newport Bay Restoration Reserve: This reserve is the repository for funds mandated by SB573, as well as special fees charged to permit holders as an alternative to meeting certain specified mitigation criteria. In addition to the mitigation fees, ten percent (10%) of Beacon Bay lease revenue is placed in this Reserve. Funds in the Reserve are restricted for Upper Newport Bay restoration projects. 5. Permanent Endowment for Bay Dredging: The endowment also specifies that the interest earnings on the principal amount can only be used for dredging projects in the Newport Bay. 6. Permanent Endowment for Ackerman Fund: The endowment also specifies that the interest earnings on the principal amount can only be used for scholarships provided by the City and high-tech library equipment. 7. Oceanfront Encroachment Reserve: In the early 1990's, it was discovered by survey that improvements to several ocean front parcels were encroaching onto the public beach. The encroachment was relatively minor. The negotiated solution was for the property owners to pay a permit fee each year to the City. Revenue thus generated may only be used for ocean front restoration projects and incidental costs of improvements and maintenance to enhance public access and use of ocean beaches as approved by the City Council. This Reserve is the repository for those funds. City Couneil Peliey L-QAppendix C of NBMC Title 21 (Local Coastal Program Implementation Plan) contains additional background and details about the encroachment issue. The external restriction on this balance is imposed by the Local Coastal Plan Program (LCP). C. Committed fund balance: That portion of a fund balance that includes 11 22-77 F-2 amounts that can only be used for specific purposes pursuant to constraints imposed by formal action by the government's highest level of decision making authority, and remain binding unless removed in the same manner. The City considers a resolution to constitute a formal action for the purposes of establishing committed fund balance. The action to constrain resources must occur within the fiscal reporting period; however, the amount can be determined subsequently. City Council imposed Commitments are as follows: 1. Facilities Financial Planning (FFP) dProgram: In conjunction with the City'sFacilities Financial Plan, a sinking fund has been established to amortize the cost of critical City facilities such as, but not limited to, the Civic Center, Police Department buildings, Fire Stations, Library Branches, and other Facility Improvement Projects. The Facilities Financial Planning Program establishes a level charge to the General Fund that will perpetually replenish the cash flows necessary to finance the construction of critical City facilities. This plan will be updated annually as part of the budget process, or as conditions change. The City shag strive to maintain fund balance i the Fact;,-;,,� Finaneial Planningsefye at __ level equal t of reateF th.,,-, the annual debt servie` on existing � ,bl; p ., : ; � ,,: , s Specific reauirements for annual funding and minimum reserve balance for the FFP Program can be found in City Council Policy F-28. The eligible uses of this reserve include the cash funding of public facility improvements or the servicing of related debt. 2. Off Street Parkin: Per NBMC Section 12.44.025 the City Council may direct revenues into the Off -Street Parking Facilities Fund for purposes of the acquisition, development, and improvement of off street parking facilities, and for any expenditures necessary or convenient to accomplish such purposes. 3. In Lieu Parking: Per NBMC Section 12.44.125 the City requires commercial businesses to provide adequate off-street parking or where this is not possible, businesses are afforded the opportunity to pay an annual fee and use parking spaces in a municipal lot, providing such a lot is located within specified proximity to the business. These funds can only be used to provide additional parking. 5 22-78 F-2 4. Neighborhood Enhancement - A: Funds previously accumulated to Neighborhood Enhancement Area "A" pursuant to a prior version of NBMC Section 12.44.027 shall continue to be used only for the purpose of enhancing and supplementing services to the West Newport area. Both the nature of the supplemental services and the definition of the area served are set forth in NBMC Section 12.44.027. 5. Neighborhood Enhancement - B: Funds previously accumulated to Neighborhood Enhancement Area "B" pursuant to a prior version of NBMC Section 12.44.027 shall continue to be used only for the purpose of enhancing and supplementing services in the Balboa Peninsula. Both the nature of the supplemental services and the definition of the area served are set forth in NBMC Section 12.44.027. 6. Cable Franchise: Pursuant to the provisions of the Newport Beach Municipal Code, Title 5, Business Licenses & Regulations, Chapter 5.44, in return for the use of the City's streets and public ways for the purpose of installing, operating, maintaining, or reconstructing a cable system to provide cable service, fees are collected by the City from cable providers. Those fees are to be used by the City for support of Public, Education, and Government access programming only. 7. Oil and Gas Reserve: T4-,e-These funds generated by an annual $40,000 whiehamount i-s-being set aside from #fie -oil and gas field production revenues i-sare to be used to fund abandonedment of wells and facilities as they go out of service. 8. Capital Reappropriation: This reserve repFescts—ar admin str-at � pr-eeedu -e that recognizes a portion of fund balance that is not readily available to fund new endear appropriations because it has been reappropriated through the budget adoption process or amendment process for programs or projects authorized in a prior fiscal year that are not yet complete. D. Assigned fund balance: That portion of a fund balance that includes amounts that are constrained by the City's intent to be used for specific purposes but that are not restricted or committed. This policy hereby delegates the authority to the City Manager or designee to modify or create new assignments of fund balance. Constraints imposed on the use of 0 22-79 F-2 assigned amounts may be changed by the City Manager or his designee. Appropriations of balances are subject to Council Policy F-3 concerning budget adoption and administration. E. Unassigned fund balance: I. Contingency Reserve: The Contingency Reserve shall have a target balance of twenty five percent (25%) of General Fund "Operating Budget" as originally adopted. Operating Budget for this purpose shall include current expenditure appropriations and shall exclude Capital Improvement Projects, Transfers Out, and additional discretionary payments to the City's unfunded pension liability. Appropriation and/ or access to these funds are generally reserved for emergency or unforeseen situations but may be accessed by Council by simple budget appropriation. Examples may include but are not limited to the following: a. A catastrophic loss of critical infrastructure. b. A State or Federally declared state of emergency. C. Any settlement arising from a claim or judgment. d. Deviation from budgeted revenue projections. e. Any action by another government that eliminates or shifts revenues from the City. f. Inability of the City to meet its debt service obligations in any given year. g. Other circumstances deemed necessary by City Council to meet the claims and obligations of the City. Should the Contingency Reserve be used, the City Manager shall present a plan to City Council to replenish the reserve within five years. 2. Residual Fund Balance: The residual portion of available fund balance that is not otherwise restricted, committed, or assigned and is above and beyond the Contingency Reserve target reserve balance. 7 22-80 F-2 PROPRIETARY FUND RESERVES (NET WORKING CAPITAL) In the case of Proprietary Funds (Enterprise and Internal Service Funds), Generally Accepted Accounting Principles ("GAAP") do not permit the reporting of reserves on the face of City financial statements. However, this does not preclude the City from setting policies to accumulate financial resources for prudent financial management of its proprietary fund operations. Since proprietary funds may include both long-term capital assets and long-term liabilities, the most comparable measure of liquid financial resources that is similar to fund balance in proprietary funds is net working capital, which is the difference between current assets and current liabilities. For all further references to reserves in Proprietary Funds, Net Working Capital is the intended meaning. A. Water Enterprise Fund 1. Stabilization and Contingency Reserve: This Reserve is used to provide sufficient funds to support seasonal variations in cash flows, and in more extreme conditions to maintain operations for a reasonable period of time so the City may reorganize in an orderly manner or effectuate a rate increase to offset sustained cost increases. The intent of the Reserve is to provide funds to offset cost increases that are projected to be short-lived, thereby partially eliminating the volatility in annual rate adjustments. It is not intended to offset ongoing, long-term pricing structure changes. The target level of this reserve is fifty percent (50%) of the annual operating budget. This reserve level is intended to provide a reorganization period of 6 months with zero income or 24 months at a twenty-five percent (25%) loss rate. The City Council must approve the use of these funds, based on City Manager recommendation. Funds collected in excess of the Stabilization reserve target would be available to offset future rate adjustments, while extended reserve shortfalls would be recovered from future rate increases. Should catastrophic losses to the infrastructure system occur, the Stabilization and Contingency Reserve may be called upon to avoid disruption to water distribution. 2. Infrastructure Replacement Funding Policy: This funding policy is intended to be a temporary repository for cash flows associated with the funding of infrastructure replacement projects provided by the Water Master Plan. The contribution rate is intended to level -amortize the cost of infrastructure replacement projects over a long period. The annual funding rate of the Water Master Plan is targeted at an amount that, when 22-81 F-2 combined with prior or future year contributions, is sufficient to provide for the eventual replacement of assets as scheduled in the plan. This contribution policy is based on the funding requirements of the most current Water Master Plan. There are no minimum or maximum balances contemplated by this funding policy. However, the contribution level should be reviewed periodically or as major updates to the Water Master Plan occur. Annual funding is contingent on many factors and may ultimately involve a combined strategy of cash funding and debt issuance with the intent to normalize the burden on Water customer rates. B. Wastewater Enterprise Fund 1. Stabilization and Contingency Reserve: This Reserve is used to provide sufficient funds to support seasonal variations in cash flows, and in more extreme conditions to maintain operations for a reasonable period of time so the City may reorganize in an orderly manner or effectuate a rate increase to offset sustained cost increases. The intent of the Reserve is to provide funds to offset cost increases that are projected to be short-lived, thereby partially eliminating the volatility in annual rate adjustments. It is not intended to offset ongoing, long-term pricing structure changes. The target level of this reserve is fifty percent (50%) of the annual operating budget. This reserve level is intended to provide a reorganization period of 6 months with zero income or 24 months at a twenty-five percent (25%) loss rate. The City Council must approve use of these funds, based on City Manager recommendation. Funds collected in excess of the Stabilization reserve target would be available to offset future rate adjustments, while extended reserve shortfalls would be recovered from future rate increases. Should catastrophic losses to the infrastructure system occur, the Stabilization and Contingency Reserve may be called upon to avoid disruption to wastewater service. 2. Infrastructure Replacement Funding Policy: This funding policy is intended to be a temporary repository for cash flows associated with the funding of infrastructure replacement projects provided by the Wastewater Master Plan. The contribution rate is intended to level - amortize the cost of infrastructure replacement projects over a long period of time. The annual funding rate of the Wastewater Master Plan is targeted at an amount that, when combined with prior or future year contributions, is sufficient to provide for the eventual replacement of assets as scheduled in the plan. This contribution policy should be updated periodically based 0 22-82 F-2 on the most current Wastewater Master Plan. There are no minimum or maximum balances contemplated by this funding policy. However, the contribution level should be reviewed periodically or as major updates to the Wastewater Master Plan occur. Annual funding is contingent on many factors and may ultimately involve a combined strategy of cash funding and debt issuance with the intent to normalize the burden on Wastewater customer rates. C. Internal Service Funds Background. Internal Service Funds are used to centrally manage and account for specific program activity in a centralized cost center. Their revenue generally comes from internal charges to departmental operating budgets rather than external revenue sources. They have several functions. --They work well in normalizing departmental budgeting for programs that have life -cycles greater than one year, thereby facilitating level budgeting for expenditures that will, by their nature, be erratic from year to year. This also facilitates easier identification of long term trends. --They act as a strategic savings plan for long-term assets and liabilities. --From an analytical standpoint, they enable appropriate distribution of city- wide costs to individual departments, thereby more readily establishing true costs of various operations. Since departmental charges to the internal service fund duplicate the ultimate expenditure from the internal service fund, they are eliminated when consolidating entity -wide totals. The measurement criteria, cash flow patterns, funding horizon and acceptable funding levels are unique to each program being funded. Policy regarding target balance and/ or contribution policy, gain/loss amortization assumptions, source data, and governance for each of the City's Internal Service Funds is set forth as follows: 1. For all Internal Service Funds: The Finance Director may transfer part or all of any unencumbered fund balance between the Internal Service Funds provided that the withdrawal of funds from the transferred fund would not cause insufficient reserve levels or insufficient resources to carry out its 10 22-83 F-2 intended purpose. This action is appropriate when the decline in cash balance in any fund is precipitated by an off -trend non -recurring event. The Finance Director will make such recommendations as part of the annual budget adoption or through separate Council action. 2. Equipment Maintenance Fund and Equipment Replacement Fund: The Equipment Maintenance and Replacement Funds receive operating money from the Departments to provide equipment maintenance and to fund the regular replacement of major pieces of equipment (mostly vehicles) at their economic obsolescence. a. Equipment Maintenance Fund: The Equipment Maintenance Fund acts solely as a cost allocation center (vs. a pre -funding center) and is funded on a pay-as-you-go basis by departmental maintenance charges by vehicle type and usage requirement. Because of this limited function, the target year-end balance is zero. Contribution rates (departmental charges) are set to include the direct costs associated with maintaining the City vehicle fleet, including fleet maintenance employee salaries and benefits, operating expenses, and maintenance related capital outlay. Administrative overhead and maintenance facility improvements and replacement costs are to be provided outside of this cost unit. Governance is achieved through annual management adjustment of contribution rates on the basis of maintenance cost by vehicle and distribution of costs based on fleet use by department. b. Equipment Replacement Fund: Operating Departments are charged annual amounts sufficient to accumulate funds for the replacement of vehicles, communications equipment, parking equipment, and other equipment replacement determined to be appropriate by the Finance Director. The City Manager recommends annual rate adjustments as part of the budget preparation process. These adjustments are based on pricing, future replacement schedules, and other variables. The age and needs of the equipment inventory vary from year to year. Therefore, the year-end fund balance will fluctuate in direct correlation to accumulated depreciation. In general, it will increase in the years preceding the scheduled replacement of relatively large percentage of the equipment, on a dollar value basis. However, rising equipment costs, dissimilar future needs, replacing equipment faster than their expected life, or maintaining equipment longer than its expected life all contribute 11 22-84 F-2 to variation from the projected schedule. Target funding levels shall be determined by the Finance Director after considering the age, expected life, and cash flow anticipated by the replacement equipment being funded. If departmental replacement charges for equipment prove to be excessive or insufficient with regard to this target funding level, new rates established during the next budget cycle will be adjusted with a view toward bringing the balance back to the target level . 3. Insurance Reserve Funds: The Insurance Reserve funds account for the activities of general liability-a+id workers' compensation, property, and other insurance claims. General liability and workers' compensation claims are self -insured up to an established amount, with excess insurance policies procured to address larger claims. Property and other insurance policies are procured with appropriate deductibles, and related claims payments are not funded from the City s self-insurance program. Background. The City employs an actuary to estimate the liabilities associated with the general liability and workers compensation activities. The costs typically associated with these programs include claims administration, legal defense, insurance premiums, self -insured retention, and the establishment of appropriate loss reserves including "incurred -but -not reported" (IBNR) claims. Ina prescribed measurement methodology, the Actuary estimates the liabilities in conformity with Generally Accepted Accounting Principles (GAAP). The Actuary refers to this measurement level in their report as the "Expected Level." However, because actuarial estimates are subject to significant uncertainties, actuaries typically recommend that a target funding level be set at an amount in excess of expected liability as a margin to cover contingencies. A typical target funding level would be set to obtain a specified confidence level (the percent chance that resources set -aside will be sufficient to cover existing claims). Full funding of the Actuary's "Target Funding Level" establishes a seventy- five percent (75%) confidence there will be sufficient resources (including projected interest) to pay the full amount of existing claims without future 12 22-85 F-2 contributions. Funding at the "Expected Level" produces a confidence level of only fifty percent to sixty-five percent (50 %-65 %). Therefore, the target funding of insurance reserves should exceed the "Expected Level" to account for adverse estimate deviation. Policy & Practice. The City should target funding of its risk management obligations at not less than the Expected Level, described above; and not more than an amount sufficient to establish an seventy f veeig_hty percent (7580%) Confidence Level. Actuarial gains and losses should be reeover^a a .Tllin a it basis while actuarial gains should amortized through rates over an appropriate period of time r-elling 5 ,ear- basis.As part of the operating budget, each department will be charged a rate equal to its proportionate share of the total "revenue" required to fund the Insurance Reserve Fund at this level. To lessen the impact of short-term annual rate change fluctuation, City management may implement one-time fund transfers (rather than department rate increases) when funding shortfalls appear to be due to unusually sharp and non -recurring factors. Excess reserves in other areas may be transferred to the internal service fund in these instances but such transfers should not exceed the funding necessary to reach an seventy fiveeig_hty percent (7580%) confidence level interval. 4. Compensated Absences Fund: Background. The primary purpose of flex leave, vacation leave, and sick leave is to provide compensated time off as appropriate and approved. However, under certain circumstances, typically at separation from service, some employees have the option of receiving cash -out payments for some accumulated leave balances. The Compensated Absences Fund is utilized primarily as a budget smoothing technique for any such leave bank liquidations. The primary purpose of the Compensated Absences Fund is to maintain a balance sufficient to facilitate this smoothing. 13 22-86 F-2 Policy and Practice. The contribution rate will be set to cover estimated annual cash flows based on a three-year trailing average. The minimum cash reserve should not fall below that three-year average. The maximum cash reserve should not exceed fifty percent (50%) of the long term liability. The target cash reserve shall be the median difference between the minimum and maximum figures. Each department will make contributions to the Compensated Absences Fund through its operating budget as a specified percentage of salary. The Finance Director will review and recommend adjustments to the percentage of salary required during the annual budget development process. This percentage will be set so as to maintain the reserve within the parameters established above. 5. Post Retirement Funding Policies: a. Pension Funding: (i) California Public Employees Retirement System (Ca1PERS): The City's principal Defined Benefit Pension program is provided through contract with Ca1PERS. The City's contributions to the plan include an actuarially determined employer contribution that fluctuates each year based on an annual actuarial plan valuation. This variable rate employer contribution includes the normal cost of providing the contracted benefits plus or minus an amortization of plan changes and net actuarial gains and losses since the last valuation period. It is the City's policy to make contributions to the plan equaling at least one hundred percent (100%) of the actuarially required determined contribution Beease-tie-City pays the entire obligation at the ra of eeh . � ��. Any unfunded actuarial liability (UAL) is amortized and paid in accordance with the actuary's funding recommendations. The City will strive to maintain its UAL within a range that is considered acceptable to actuarial standards. The City Council shall consider increasing the annual Ca1PERS contribution should the UAL status fall below acceptable actuarial standards. 14 22-87 F-2 (ii) Laborer's International Union of North America (LIUNA): The City provides funds to support a supplemental pension plan for some employee associations through contract with LIUNA. This is funded a-tvia employee contributions of a fixed percentage of total compensation on a pay-as-you-go basis. The City is not contractually required to guarantee the level of the ultimate LIUNA benefit to retirees, nor does it do so. Therefore, the City's liability for this program is fully funded each year. b. Other Post Employment Benefits (OPEB Funding): Background. The City's OPEB funding obligations consists of two retiree medical plans. New Plan. Effective January 2006, the City and its employee associations agreed to major changes to the Post Employment Healthcare Plan. New employees and all current employees participate in a program that requires certain defined employee and employer contributions while the employee is in active service. However, once the contributions have been made to the employee's account, the City has transferred a substantial portion of the funding risk to the employee. Old Plan. Eligible employees who retired prior to the "New Plan" and certain active employees were eligible to continue to receive post -retirement medical benefits (a defined benefit plan). The cost was divided among the City, current employees, and retirees. In the past, this program was largely funded on a pay-as-you-go basis, so there was a significant unfunded liability. Recognizing this problem, the City began contributing to this obligation in 2001. In 2008, these assets were placed in a pre -funding trust. The City's intention is to amortize the remaining unfunded liability within 20 years. Policy & Practice. New Plan. Consistent with agreements between the City and Employee Associations, the new defined contribution plan will be one hundred percent (100%) funded, on an ongoing basis, as part of the annual budget process. Funds to cover this expenditure will be contained within the salary 15 22-88 F-2 section of each department's annual operating budget. Old Plan. The City's policy is to pre fund the explicit (cash subsidy) portion of the Actuarial Accrued Liability (AAL) of the remnants of the old plan over a 20-year amortization period, or less. This amount will be based on the Annual Required Contribution (ARC) determined by a biennial actuarial review, subject to review and analysis by the City. The City will strive to maintain a funded status that will be within a range that is considered acceptable to actuarial standards. The City Council shall consider increasing the annual OPEB contribution should the funded status fall below acceptable actuarial standards. Adopted - January 24, 1994 Amended - April 10,1995 Amended - April 27,1998 Amended - March 14, 2000 Amended - May 8, 2001 Amended - April 23, 2002 Amended - April 13, 2004 Amended - September 15, 2008 Amended - November 12, 2008 Amended - May 24, 2011 Amended - September 27, 2011 Amended - May 14, 2013 Amended - June 10, 2014 Amended - May 12, 2015 Amended - September 25, 2018 Amended - Tune 14.2022 16 22-89 City Council Policy F-28 (Redline) Facilities and Harbor and Beaches Financial Planning Programs 22-90 F-28 FACILITIES AND HARBOR AND BEACHES FINANCIAL PLANNING PROGRAMS PURPOSE To establish the policy for the administration of the City of Newport Beach's ("City") Facilities and Harbor and Beaches Financial Planning Programs ("Programs"). DISCUSSION In addition to the annual Capital Improvement Program ("CIP"), the City has established a long-term plan for major renovation or replacement of aging facilities and installation of new infrastructure. The emphasis is on structures and adjacent grounds, rather than transportation, environmental, or other projects funded either in whole or in part by the General Fund. OBJECTIVES A. To ensure that long-term programs addressing large, non -recurring projects for replacement of facilities is part of the budget process each year. B. To ensure that development fees and proceeds derived from redevelopment or redeployment of existing land and capital assets owned by the City, and other non- recurring revenues are dedicated to the replacement of infrastructure facilities, rather than ongoing operating expenses. C. To provide a consistent, level funding plan to the extent practicable so as to minimize the peaks and valleys in General Fund support levels for elements of the Programs. D. To ensure that projects are properly prioritized and scheduled, taking into consideration the relative age, condition, and functional viability of current facilities; pairing of projects' implementation where prudent; and cost implications of immediate projects for the overall long-term Programs. E. Spreading or matching the costs of facilities over the useful life of such facilities should be a goal of all long-term capital project financings. Debt financing that extends beyond the useful life of the assets the debt was borrowed to finance should be avoided. 1 22-91 F-28 SOURCES AND USES OF FUNDS Funding for the Programs comes from development fees and proceeds derived from redevelopment or redeployment of existing land and capital assets owned by the City contributions from individuals and organizations within the community, annual budget allocations from the General Fund, incremental rent or fees originating from harbor activity received by the City, net proceeds of Certificates of Participation or other financing instruments, and investment earnings on temporarily idle funds. Funds for both Programs are used for actual site acquisition, design, construction, and directly related costs, as well as debt service expenses. POLICY AND PROCEDURE A. In advance of the budget process, staff shall prepare an update of the Facilities Financial Planning Tool and the Harbor and Beaches Capital Financial Plan for review, modification, and approval by the City Council. B. If requested by the City Council, the Finance Committee will review the fiscal impacts associated with, and recommend the most advantageous methods to fund the high -priority projects in, the Facilities Financial Planning Tool and the Harbor and Beaches Capital Financial Plan. The City Manager will consider these recommendations in the preparation and presentation of the City Manager's annual budget to the City Council. C. Unless otherwise specified in individual development agreements, other governing documents, or as otherwise specifically directed by the City Council, all development fees received by the City will be credited to the Facilities Financial Planning Reserve fund. D. Prudent assumptions regarding revenue and expenditure growth, inflation, and all relevant factors will be included in each year's update of the Facilities Financial Planning Tool and the Harbor and Beaches Capital Financial Plan E. General Fund contributions to the Facilities Financial Plan shall generally not be less than three percent (3%) of the total General Fund Revenue Budget or the total annual debt service on outstanding Facilities Financial Plan -related debt, 0a 22-92 F-28 whichever is greater. However, if there is a shortfall in General Fund revenue due to a decline in economic activity or other unexpected circumstances and it is necessary to reduce expenditures, General Fund contributions to the Facilities Financial Planning Program and the Harbor and Beaehes Capital Finaneial Pla can be temporarily reduced to under the three percent (3%) threshold. F. General Fund contributions to the Harbor and Beaches Capital Financial Plan shall be sufficient so as to adequately fund the identified long-term capital needs included in the Plan and shall be incrementally increased to account for inflation. G. The financing duration for any borrowed funds shall not exceed thirty (30) years or the projected life of the new facility, whichever is less. H. Transfers from the General Fund to the Facilities Financial Plan Fund for debt service expenditures shall be separately shown in the City's budget so as to highlight the portion of the transfer funding debt service. I. The Citv shall strive to maintain fund balance in the Facilities Financial Plan Fund at a level equal to or greater than the maximum annual debt service on existing obligations. J. The Facilities Financial Planning Tool and Harbor and Beaches Capital Financial Plan may be amended by City Council action in the event of a natural disaster or financial crisis. Adopted - August 11, 2009 Amended - May 14, 2013 Amended - June 9, 2015 Amended - February 12, 2019 Amended - June 14, 2022 3 22-93 ATTACHMENT F RESOLUTION NO. 2022-43 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NEWPORT BEACH, CALIFORNIA, AMENDING CITY COUNCIL POLICY F-2, RESERVE POLICY, AND CITY COUNCIL POLICY F-28, FACILITIES AND HARBOR AND BEACHES FINANCIAL PLANNING PROGRAMS WHEREAS, the City of Newport Beach ("City") is governed, in part, by its Charter, Municipal Code, and adopted City Council Policies; WHEREAS, the City Council has a long and established history of being good guardians and stewards of the public's money; WHEREAS, appropriations, expenditures and other budgetary matters are a primary concern of the City Council; WHEREAS, the City Council has adopted various policies regarding financial matters; WHEREAS, the City Council adopted City Council Policy F-2 on January 24, 1994, to administer reserve funds in accordance with governmental accounting standards and prudent financial management practices; WHEREAS, the City Council adopted City Council Policy F-28 on August 11, 2009, to formalize the objectives, parameters, and procedures for the management of City Facilities funded by the general Fund with a primarily emphasis on financing and scheduling matters; WHEREAS, the Finance Committee is charged with a variety of tasks including, but not limited to, reviewing and monitoring events and issues that may affect the financial status of the City and making recommendations to the City Council regarding amendments to financial policies; WHEREAS, the Finance Committee recently reviewed the adequacy of the annual contributions to the City's internal service funds and savings programs for facilities, vehicle, and equipment replacement and maintenance; WHEREAS, the Finance Committee has recommended changes to those funding programs as part of the fiscal year 2022-23 proposed budget, which necessitated changes to City Council Policies F-2 and F-28, attached hereto as Exhibits 1 and 2; 22-94 Resolution No. 2022- Page 2 of 3 WHEREAS, the Finance Director / Treasurer recommends other minor changes to these policies for clarity, consistency, or to conform to current governmental accounting guidance; and WHEREAS, the City Manager has reviewed the recommended revisions to the policies suggested by the Finance Committee and Finance Director / Treasurer and recommends that the City Council amend these City Council policies. NOW, THEREFORE, the City Council of the City of Newport Beach hereby resolves as follows: Section 1: The City Council hereby approves and adopts City Council Policies F-2 and F-28, attached hereto as Exhibits 1 and 2, and incorporated herein by this reference. Section 2: The City Council hereby repeals all prior versions of City Council Policies F-2 and F-28. Section 3: The recitals provided in this resolution are true and correct and are incorporated into the operative part of this resolution. Section 4: If any section, subsection, sentence, clause or phrase of this resolution is, for any reason, held to be invalid or unconstitutional, such decision shall not affect the validity or constitutionality of the remaining portions of this resolution. The City Council hereby declares that it would have passed this resolution, and each section, subsection, sentence, clause or phrase hereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases be declared invalid or unconstitutional. Section 5: The City Council finds the adoption of this resolution is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. 22-95 Resolution No. 2022- Page 3 of 3 Section 6: This resolution shall take effect immediately upon its adoption by the City Council, and the City Clerk shall certify the vote adopting the resolution. ADOPTED this 14th day of June, 2022. Kevin Muldoon Mayor ATTEST: Leilani I. Brown City Clerk APPROVED AS TO FORM: CITY ATTORNEY'S OFFICE ,"A� C. ar n C. Harp City Attorney Attachments: Exhibit 1 —Amended City Council Policy F-2 Exhibit 2 — Amended City Council Policy F-28 22-96 Exhibit 1 22-97 F-2 RESERVE POLICY PURPOSE To establish City Council policy for the administration of Reserves defined as fund balances in governmental funds and net working capital in proprietary funds. BACKGROUND Prudent financial management dictates that some portion of the funds available to the City be reserved for future use. As a general budget principle concerning the use of reserves, the City Council decides whether to appropriate funds from Reserve accounts. Even though a project or other expenditure qualifies as a proper use of Reserves, the Council may decide that it is more beneficial to use current year operating revenues or bond proceeds instead, thereby retaining the Reserve funds for future use. Reserve funds will not be spent for any function other than the specific purpose of the Reserve account from which they are drawn without specific direction in the annual budget or by a separate City Council action. Information regarding Annual Budget Adoption and Administration is contained in City Council Policy F-3. GOVERNMENTAL FUNDS AND FUND BALANCE DEFINED Governmental Funds including the General Fund, Special Revenue Funds, Capital Projects Funds, Debt Service Funds, and Permanent Funds have a short- term or current flow of financial resources, measurement focus, and basis of accounting, and therefore exclude long-term assets and long-term liabilities. The term Fund Balance, used to describe the resources that accumulate in these funds, is the difference between the fund assets and fund liabilities of these funds. Fund Balance is similar to the measure of net working capital that is used in private sector accounting. By definition, both Fund Balance and Net Working Capital exclude long-term assets and long-term liabilities. PROPRIETARY FUNDS AND NET WORKING CAPITAL DEFINED Proprietary Funds including Enterprise Funds and Internal Service Funds have 1 F-2 a long-term or economic resources measurement focus and basis of accounting, and therefore include long-term assets and liabilities. This basis of accounting is very similar to that used in private sector. However, instead of Retained Earnings, the term Net Assets is used to describe the difference between fund assets and fund liabilities. Since Net Assets include both long-term assets and liabilities, the most comparable measure of proprietary fund financial resources to governmental Fund Balance is Net Working Capital, which is the difference between current assets and current liabilities. Net Working Capital, like Fund Balance, excludes long-term assets and long-term liabilities. GOVERNMENTAL FUND RESERVES (FUND BALANCE) For Governmental Funds, the Governmental Accounting Standards Board ("GASB") Statement No. 54 defines five specific classifications of fund balance. The five classifications are intended to identify whether the specific components of fund balance are available for appropriation and are therefore "Spendable." The classifications also are intended to identify the extent to which fund balance is constrained by special restrictions, if any. Applicable only to governmental funds, the five classifications of fund balance are as follows: CLASSIFICATIONS NATURE OF RESTRICTION Non -spendable Cannot be readily converted to cash Restricted Externally imposed restrictions Committed City Council imposed commitment Assigned City Manager assigned purpose/ intent Unassigned Residual balance not otherwise restricted A. Non -spendable fund balance: That portion of fund balance that includes amounts that are either (a) not in a spendable form, or (b) legally or contractually required to be maintained intact. Examples of Non -spendable fund balance include: 1. Reserve for Inventories: The value of inventories purchased by the City but not yet issued to the operating Departments is reflected in this account. 2 22-99 F-2 2. Reserve for Long Term Receivables and Advances: This Reserve is used ioidentify and segregate that portion of the City's financial assets which are not due to be received for an extended period, so are not available for appropriation during the budget year. 3. Reserve for Prepaid Assets: This reserve represents resources that have been paid to another entity in advance of the accounting period in which the resource is deducted from fund balance. A common example is an insurance premium, which is typically payable in advance of the coverage period. Although prepaid assets have yet to be deducted from fund balance, they are no longer available for appropriation. 4. Reserve for Permanent Endowment - Bay Dredging: The endowment specifies that the principal amount will not be depleted and represents the asset amounts to be held in the Bay Dredging Fund. 5. Reserve for Permanent Endowment - Ackerman Fund: The endowment specifies that the principal amount will not be depleted and represents the asset amount to be held in the Ackerman Fund. B. Restricted fund balance: The portion of fund balance that reflects constraints placed on the use of resources (other than non -spendable items) that are either (a) externally imposed by creditors, grantors, contributors, or laws or regulations of other governments; or (b) imposed by law through constitutional provisions or enabling legislation. Examples of restricted fund balance are: 1. Reserve for Debt Service: Funds are placed in this Reserve at the time debt is issued. The provisions governing the Reserve, if established, are in the Bond Indenture and the Reserve itself is typically controlled by the Trustee. 2. Affordable Housing: A principal provision of the Newport Beach Housing Element requires developers to provide housing units for lower income households, the number of which is to be negotiated for each development project. In lieu of constructing affordable housing, developers have paid into this reserve which is used at the City Council's discretion to provide alternate methods for the delivery of affordable 3 22-100 F-2 housing for lower income households. 3. Park In Lieu: Per Newport Beach Municipal Code (NBMC) Chapter 19.52 and California Government Code Section 664777 (The 1975 "Quimby Act"), a dedication of land or payment of fees for park or recreational purposes in conjunction with residential development is required. The fees collected can only be used for specific park or recreation purposes as outlined in NBMC Sections 19.52.030 and 19.52.070. 4. Upper Newport Bay Restoration Reserve: This reserve is the repository for funds mandated by SB573, as well as special fees charged to permit holders as an alternative to meeting certain specified mitigation criteria. In addition to the mitigation fees, ten percent (10%) of Beacon Bay lease revenue is placedin this Reserve. Funds in the Reserve are restricted for Upper Newport Bay restoration projects. 5. Permanent Endowment for Bay Dredgiin: The endowment also specifies that the interest earnings on the principal amount can only be used for dredging projects in the Newport Bay. 6. Permanent Endowment for Ackerman Fund: The endowment also specifies that the interest earnings on the principal amount can only be used for scholarships provided by the City and high-tech library equipment. 7. Oceanfront Encroachment Reserve: In the early 1990's, it was discovered by survey that improvements to several ocean front parcels were encroaching onto the public beach. The encroachment was relatively minor. The negotiated solution was for the property owners to pay a permit fee each year to the City. Revenue thus generated may only be used for ocean front restoration projects and incidental costs of improvements and maintenance to enhance public access and use of ocean beaches as approved by the City Council. This Reserve is the repository for those funds. Appendix C of NBMC Title 21 (Local Coastal Program Implementation Plan) contains additional background and details about the encroachment issue. The external restriction on this balance is imposed by the Local Coastal Program (LCP). C. Committed fund balance: That portion of a fund balance that includes amounts that can only be used for specific purposes pursuant to constraints 4 22-101 F-2 imposed by formal action by the government's highest level of decision making authority, and remain binding unless removed in the same manner. The City considers a resolution to constitute a formal action for the purposes of establishing committed fund balance. The action to constrain resources must occur within the fiscal reporting period; however, the amount can be determined subsequently. City Council imposed Commitments are as follows: 1. Facilities Financial Planning{_ FFP) Program: In conjunction with the Cly's Facilities Financial Plan, a sinking fund has been established to amortize the cost of critical City facilities such as, but not limited to, the Civic Center, Police Department buildings, Fire Stations, Library Branches, and otherFacility Improvement Projects. The Facilities Financial Planning Program establishes a level charge to the General Fund that will perpetually replenish the cash flows necessary to finance the construction of critical City facilities. This plan will be updated annually as part of the budget process, or as conditions change. Specific requirements for annual funding and minimum reserve balance for the FFP Program can be found in City Council Policy F-28. The eligible uses of this reserve include the cash funding of public facility improvements or the servicing of related debt. 2. Off Street Parking: Per NBMC Section 12.44.025 the City Council may direct revenues into the Off -Street Parking Facilities Fund for purposes of the acquisition, development, and improvement of off street parking facilities, and for any expenditures necessary or convenient to accomplish such purposes. 3. In Lieu Parking: Per NBMC Section 12.44.125 the City requires commercial businesses to provide adequate off-street parking or where this is not possible, businesses are afforded the opportunity to pay an annual fee and use parking spaces in a municipal lot, providing such a lot is located within specified proximity to the business. These funds can only be used to provide additional parking. 4. Neighborhood Enhancement - A: Funds previously accumulated to Neighborhood Enhancement Area "A" pursuant to a prior version of NBMC Section 12.44.027 shall continue to be used only for the purpose of 5 22-102 F-2 enhancing and supplementing services to the West Newport area. Both the nature of the supplemental services and the definition of the area served are set forth in NBMC Section 12.44.027. 5. Neighborhood Enhancement - B: Funds previously accumulated to Neighborhood Enhancement Area "B" pursuant to a prior version of NBMC Section 12.44.027 shall continue to be used only for the purpose of enhancing and supplementing services in the Balboa Peninsula. Both the nature of the supplemental services and the definition of the area served are set forth in NBMC Section 12.44.027. 6. Cable Franchise: Pursuant to the provisions of the Newport Beach Municipal Code, Title 5, Business Licenses & Regulations, Chapter 5.44, in return for the use of the City's streets and public ways for the purpose of installing, operating, maintaining, or reconstructing a cable system to provide cable service, fees are collected by the City from cable providers. Those fees are to be used by the City for support of Public, Education, and Government access programming only. 7. Oil and Gas Reserve: These funds generated by an annual amount being set aside from oil and gas field production revenues are to be used to fund abandonment of wells and facilities as they go out of service. 8. Capital Reap, rroopriation: This reserve recognizes a portion of fund balance that is not readily available to fund new appropriations because it has been reappropriated through the budget adoption process or amendment process for programs or projects authorized in a prior fiscal year that are not yet complete. D. Assigned fund balance: That portion of a fund balance that includes amounts that are constrained by the City's intent to be used for specific purposes but that are not restricted or committed. This policy hereby delegates the authority to the City Manager or designee to modify or create new assignments of fund balance. Constraints imposed on the use of assigned amounts may be changed by the City Manager or his designee. Appropriations of balances are subject to Council Policy F-3 concerning budget adoption and administration. E. Unassigned fund balance: :1 22-103 F-2 1. Contingency Reserve: The Contingency Reserve shall have a target balance of twenty five percent (25%) of General Fund "Operating Budget" as originally adopted. Operating Budget for this purpose shall include current expenditure appropriations and shall exclude Capital Improvement Projects, Transfers Out, and additional discretionary payments to the City's unfunded pension liability. Appropriation and/ or access to these funds are generally reserved for emergency or unforeseen situations but may be accessed by Council by simple budget appropriation. Examples may include but are not limited to the following: a. A catastrophic loss of critical infrastructure. b. A State or Federally declared state of emergency. c. Any settlement arising from a claim or judgment. d. Deviation from budgeted revenue projections. e. Any action by another government that eliminates or shifts revenues from the City. f. Inability of the City to meet its debt service obligations in any given year. g. Other circumstances deemed necessary by City Council to meet the claims and obligations of the City. Should the Contingency Reserve be used, the City Manager shall present a plan to City Council to replenish the reserve within five years. 2. Residual Fund Balance: The residual portion of available fund balance that is not otherwise restricted, committed, or assigned and is above and beyond the Contingency Reserve target reserve balance. 7 22-104 F-2 PROPRIETARY FUND RESERVES (NET WORKING CAPITAL) In the case of Proprietary Funds (Enterprise and Internal Service Funds), Generally Accepted Accounting Principles ("GAAP") do not permit the reporting of reserves on the face of City financial statements. However, this does not preclude the City from setting policies to accumulate financial resources for prudent financial management of its proprietary fund operations. Since proprietary funds may include both long-term capital assets and long-term liabilities, the most comparable measure of liquid financial resources that is similar to fund balance in proprietary funds is net working capital, which is the difference between current assets and current liabilities. For all further references to reserves in Proprietary Funds, Net Working Capital is the intended meaning. A. Water Enterprise Fund 1. Stabilization and Contingency Reserve: This Reserve is used to provide sufficient funds to support seasonal variations in cash flows, and in more extreme conditions to maintain operations for a reasonable period of time so the City may reorganize in an orderly manner or effectuate a rate increase to offset sustained cost increases. The intent of the Reserve is to provide funds to offset cost increases that are projected to be short-lived, thereby partially eliminating the volatility in annual rate adjustments. It is not intended to offset ongoing, long-term pricing structure changes. The target level of this reserve is fifty percent (50%) of the annual operating budget. This reserve level is intended to provide a reorganization period of 6 months with zero income or 24 months at a twenty-five percent (25%) loss rate. The City Council must approve the use of these funds, based on City Manager recommendation. Funds collected in excess of the Stabilization reserve target would be available to offset future rate adjustments, while extended reserve shortfalls would be recovered from future rate increases. Should catastrophic losses to the infrastructure system occur, the Stabilization and Contingency Reserve may be called upon to avoid disruption to water distribution. 2. Infrastructure Replacement Funding Policy: This funding policy is intended to be a temporary repository for cash flows associated with the funding of infrastructure replacement projects provided by the Water Master Plan. The contribution rate is intended to level -amortize the cost of infrastructure replacement projects over a long period. The annual funding rate of the Water Master Plan is targeted at an amount that, when N 22-105 F-2 combined with prior or future year contributions, is sufficient to provide for the eventual replacement of assets as scheduled in the plan. This contribution policy is based on the funding requirements of the most current Water Master Plan. There are no minimum or maximum balances contemplated by this funding policy. However, the contribution level should be reviewed periodically or as major updates to the Water Master Plan occur. Annual funding is contingent on many factors and may ultimately involve a combined strategy of cash funding and debt issuance with the intent to normalize the burden on Water customer rates. B. Wastewater Enterprise Fund 1. Stabilization and Contingency Reserve: This Reserve is used to provide sufficient funds to support seasonal variations in cash flows, and in more extreme conditions to maintain operations for a reasonable period of time so the City may reorganize in an orderly manner or effectuate a rate increase to offset sustained cost increases. The intent of the Reserve is to provide funds to offset cost increases that are projected to be short-lived, thereby partially eliminating the volatility in annual rate adjustments. It is not intended to offset ongoing, long-term pricing structure changes. The target level of this reserve is fifty percent (50%) of the annual operating budget. This reserve level is intended to provide a reorganization period of 6 months with zero income or 24 months at a twenty-five percent (25%) loss rate. The City Council must approve use of these funds, based on City Manager recommendation. Funds collected in excess of the Stabilization reserve target would be available to offset future rate adjustments, while extended reserve shortfalls would be recovered from future rate increases. Should catastrophic losses to the infrastructure system occur, the Stabilization and Contingency Reserve may be called upon to avoid disruption to wastewater service. 2. Infrastructure Replacement Funding Policy: This funding policy is intended to be a temporary repository for cash flows associated with the funding of infrastructure replacement projects provided by the Wastewater Master Plan. The contribution rate is intended to level - amortize the cost of infrastructure replacement projects over a long period of time. The annual funding rate of the Wastewater Master Plan is targeted at an amount that, when combined with prior or future year contributions, is sufficient to provide for the eventual replacement of assets as scheduled in the plan. This contribution policy should be updated periodically based 0 22-106 F-2 on the most current Wastewater Master Plan. There are no minimum or maximum balances contemplated by this funding policy. However, the contribution level should be reviewed periodically or as major updates to the Wastewater Master Plan occur. Annual funding is contingent on many factors and may ultimately involve a combined strategy of cash funding and debt issuance with the intent to normalize the burden on Wastewater customer rates. C. Internal Service Funds Background. Internal Service Funds are used to centrally manage and account for specific program activity in a centralized cost center. Their revenue generally comes from internal charges to departmental operating budgets rather than external revenue sources. They have several functions. --They work well in normalizing departmental budgeting for programs that have life -cycles greater than one year, thereby facilitating level budgeting for expenditures that will, by their nature, be erratic from year to year. This also facilitates easier identification of long term trends. --They act as a strategic savings plan for long-term assets and liabilities. --From an analytical standpoint, they enable appropriate distribution of city- wide costs to individual departments, thereby more readily establishing true costs of various operations. Since departmental charges to the internal service fund duplicate the ultimate expenditure from the internal service fund, they are eliminated when consolidating entity -wide totals. The measurement criteria, cash flow patterns, funding horizon and acceptable funding levels are unique to each program being funded. Policy regarding target balance and/ or contribution policy, gain/ loss amortization assumptions, source data, and governance for each of the City's Internal Service Funds is set forth as follows: 1. For all Internal Service Funds: The Finance Director may transfer part or all of any unencumbered fund balance between the Internal Service Funds provided that the withdrawal of funds from the transferred fund would not cause insufficient reserve levels or insufficient resources to carry out its 10 22-107 F-2 intended purpose. This action is appropriate when the decline in cash balance in any fund is precipitated by an off -trend non -recurring event. The Finance Director will make such recommendations as part of the annual budget adoption or through separate Council action. 2. Equipment Maintenance Fund and Equipment Replacement Fund: The Equipment Maintenance and Replacement Funds receive operating money from the Departments to provide equipment maintenance and to fund the regular replacement of major pieces of equipment (mostly vehicles) at their economic obsolescence. a. Equipment Maintenance Fund: The Equipment Maintenance Fund acts solely as a cost allocation center (vs. a pre -funding center) and is funded on a pay-as-you-go basis by departmental maintenance charges by vehicle type and usage requirement. Because of this limited function, the target year-end balance is zero. Contribution rates (departmental charges) are set to include the direct costs associated with maintaining the City vehicle fleet, including fleet maintenance employee salaries and benefits, operating expenses, and maintenance related capital outlay. Administrative overhead and maintenance facility improvements and replacement costs are to be provided outside of this cost unit. Governance is achieved through annual management adjustment of contribution rates on the basis of maintenance cost by vehicle and distribution of costs based on fleet use by department. b. Equipment Replacement Fund: Operating Departments are charged annual amounts sufficient to accumulate funds for the replacement of vehicles, communications equipment, parking equipment, and other equipment replacement determined to be appropriate by the Finance Director. The City Manager recommends annual rate adjustments as part of the budget preparation process. These adjustments are based on pricing, future replacement schedules, and other variables. The age and needs of the equipment inventory vary from year to year. Therefore, the year-end fund balance will fluctuate in direct correlation to accumulated depreciation. In general, it will increase in the years preceding the scheduled replacement of relatively large percentage of the equipment, on a dollar value basis. However, rising equipment costs, dissimilar future needs, replacing equipment faster than their expected life, or maintaining equipment longer than its expected life all contribute 11 22-108 F-2 to variation from the projected schedule. Target funding levels shall be determined by the Finance Director after considering the age, expected life, and cash flow anticipated by the replacement equipment being funded. If departmental replacement charges for equipment prove to be excessive or insufficient with regard to this target funding level, new rates established during the next budget cycle will be adjusted with a view toward bringing the balance back to the target level. 3. Insurance Reserve Funds: The Insurance Reserve funds account for the activities of general liability, workers' compensation, property, and other insurance claims. General liability and workers' compensation claims are self -insured up to an established amount, with excess insurance policies procured to address larger claims. Property and other insurance policies are procured with appropriate deductibles, and related claims payments are not funded from the City's self-insurance program. Background. The City employs an actuary to estimate the liabilities associated with the general liability and workers compensation activities. The costs typically associated with these programs include claims administration, legal defense, insurance premiums, self -insured retention, and the establishment of appropriate loss reserves including "incurred -but -not reported" (IBNR) claims. Ina prescribed measurement methodology, the Actuary estimates the liabilities in conformity with Generally Accepted Accounting Principles (GAAP). The Actuary refers to this measurement level in their report as the "Expected Level." However, because actuarial estimates are subject to significant uncertainties, actuaries typically recommend that a target funding level be set at an amount in excess of expected liability as a margin to cover contingencies. A typical target funding level would be set to obtain a specified confidence level (the percent chance that resources set -aside will be sufficient to cover existing claims). Full funding of the Actuary's "Target Funding Level" establishes a seventy- five percent (75%) confidence there will be sufficient resources (including projected interest) to pay the full amount of existing claims without future 12 22-109 F-2 contributions. Funding at the "Expected Level" produces a confidence level of only fifty percent to sixty-five percent (50%-65%). Therefore, the target funding of insurance reserves should exceed the "Expected Level" to account for adverse estimate deviation. Policy & Practice. The City should target funding of its risk management obligations at not less than the Expected Level, described above; and not more than an amount sufficient to establish an eighty percent (80%) Confidence Level. Actuarial gains and losses should be amortized through rates over an appropriate period of time. As part of the operating budget, each department will be charged a rate equal to its proportionate share of the total "revenue" required to fund the Insurance Reserve Fund at this level. To lessen the impact of short-term annual rate change fluctuation, City management may implement one-time fund transfers (rather than department rate increases) when funding shortfalls appear to be due to unusually sharp and non -recurring factors. Excess reserves in other areas may be transferred to the internal service fund in these instances but such transfers should not exceed the funding necessary to reach an eighty percent (80%) confidence level interval. 4. Compensated Absences Fund: BackgKound. The primary purpose of flex leave, vacation leave, and sick leave is to provide compensated time off as appropriate and approved. However, under certain circumstances, typically at separation from service, some employees have the option of receiving cash -out payments for some accumulated leave balances. The Compensated Absences Fund is utilized primarily as a budget smoothing technique for any such leave bank liquidations. The primary purpose of the Compensated Absences Fund is to maintain a balance sufficient to facilitate this smoothing. 13 22-110 F-2 Policy and Practice. The contribution rate will be set to cover estimated annual cash flows based on a three-year trailing average. The minimum cash reserve should not fall below that three-year average. The maximum cash reserve should not exceed fifty percent (50%) of the long term liability. The target cash reserve shall be the median difference between the minimum and maximum figures. Each department will make contributions to the Compensated Absences Fund through its operating budget as a specified percentage of salary. The Finance Director will review and recommend adjustments to the percentage of salary required during the annual budget development process. This percentage will be set so as to maintain the reserve within the parameters established above. 5. Post Retirement Funding Policies: a. Pension FundinZ: (i) California Public Employees Retirement System(CaIPERS): The City's principal Defined Benefit Pension program is provided through contract with CaIPERS. The City's contributions to the plan include an actuarially determined employer contribution that fluctuates each year based on an annual actuarial plan valuation. This variable rate employer contribution includes the normal cost of providing the contracted benefits plus or minus an amortization of plan changes and net actuarial gains and losses since the last valuation period. It is the City's policy to make contributions to the plan equaling at least one hundred percent (100%) of the actuarially determined contribution. Any unfunded actuarial liability (UAL) is amortized and paid in accordance with the actuary's funding recommendations. The City will strive to maintain its UAL within a range that is considered acceptable to actuarial standards. The City Council shall consider increasing the annual CaIPERS contribution should the UAL status fall below acceptable actuarial standards. (ii) Laborer's International Union of North America (LIUNA): The City 14 22-111 F-2 provides a supplemental pension plan for some employee associations through contract with LIUNA. This is funded via employee contributions of a fixed percentage of total compensation on a pay-as- you-go basis. The City is not contractually required to guarantee the level of the ultimate LIUNA benefit to retirees, nor does it do so. Therefore, the City's liability for this program is fully funded each year. b. Other Post Employment Benefits (OPEB Funding): Background. The City's OPEB funding obligations consists of two retiree medical plans. New Plan. Effective January 2006, the City and its employee associations agreed to major changes to the Post Employment Healthcare Plan. New employees and all current employees participate in a program that requires certain defined employee and employer contributions while the employee is in active service. However, once the contributions have been made to the employee's account, the City has transferred a substantial portion of the funding risk to the employee. Old Plan. Eligible employees who retired prior to the "New Plan" and certain active employees were eligible to continue to receive post -retirement medical benefits (a defined benefit plan). The cost was divided among the City, current employees, and retirees. In the past, this program was largely funded on a pay-as-you-go basis, so there was a significant unfunded liability. Recognizing this problem, the City began contributing to this obligation in 2001. In 2008, these assets were placed in a pre -funding trust. The City's intention is to amortize the remaining unfunded liability within 20 years. Policy & Practice. New Plan. Consistent with agreements between the City and Employee Associations, the new defined contribution plan will be one hundred percent (100 %) funded, on an ongoing basis, as part of the annual budget process. Funds to cover this expenditure will be contained within the salary section of each department's annual operating budget. Old Plan. The City's policy is to pre fund the explicit (cash subsidy) portion 15 22-112 F-2 of the Actuarial Accrued Liability (AAL) of the remnants of the old plan over a 20-year amortization period, or less. This amount will be based on the Annual Required Contribution (ARC) determined by a biennial actuarial review, subject to review and analysis by the City. The City will strive to maintain a funded status that will be within a range that is considered acceptable to actuarial standards. The City Council shall consider increasing the annual OPEB contribution should the funded status fall below acceptable actuarial standards. Adopted - January 24,1994 Amended - April 10,1995 Amended - April 27,1998 Amended - March 14, 2000 Amended - May 8, 2001 Amended - April 23, 2002 Amended - April 13, 2004 Amended - September 15, 2008 Amended - November 12, 2008 Amended - May 24, 2011 Amended - September 27, 2011 Amended - May 14, 2013 Amended - June 10, 2014 Amended - May 12, 2015 Amended - September 25, 2018 Amended - June 14, 2022 16 22-113 Exhibit 2 22-114 F-28 FACILITIES AND HARBOR AND BEACHES FINANCIAL PLANNING PROGRAMS PURPOSE To establish the policy for the administration of the City of Newport Beach's ("City") Facilities and Harbor and Beaches Financial Planning Programs ("Programs"). DISCUSSION In addition to the annual Capital Improvement Program ("CIP"), the City has established a long-term plan for major renovation or replacement of aging facilities and installation of new infrastructure. The emphasis is on structures and adjacent grounds, rather than transportation, environmental, or other projects funded either in whole or in part by the General Fund. OBJECTIVES A. To ensure that long-term programs addressing large, non -recurring projects for replacement of facilities is part of the budget process each year. B. To ensure that development fees and proceeds derived from redevelopment or redeployment of existing land and capital assets owned by the City, and other non- recurring revenues are dedicated to the replacement of infrastructure facilities, rather than ongoing operating expenses. C. To provide a consistent, level funding plan to the extent practicable so as to minimize the peaks and valleys in General Fund support levels for elements of the Programs. D. To ensure that projects are properly prioritized and scheduled, taking into consideration the relative age, condition, and functional viability of current facilities; pairing of projects' implementation where prudent; and cost implications of immediate projects for the overall long-term Programs. E. Spreading or matching the costs of facilities over the useful life of such facilities should be a goal of all long-term capital project financings. Debt financing that extends beyond the useful life of the assets the debt was borrowed to finance should be avoided. 1 22-115 F-28 SOURCES AND USES OF FUNDS Funding for the Programs comes from development fees and proceeds derived from redevelopment or redeployment of existing land and capital assets owned by the City contributions from individuals and organizations within the community, annual budget allocations from the General Fund, incremental rent or fees originating from harbor activity received by the City, net proceeds of Certificates of Participation or other financing instruments, and investment earnings on temporarily idle funds. Funds for both Programs are used for actual site acquisition, design, construction, and directly related costs, as well as debt service expenses. POLICY AND PROCEDURE A. In advance of the budget process, staff shall prepare an update of the Facilities Financial Planning Tool and the Harbor and Beaches Capital Financial Plan for review, modification, and approval by the City Council. B. If requested by the City Council, the Finance Committee will review the fiscal impacts associated with, and recommend the most advantageous methods to fund the high -priority projects in, the Facilities Financial Planning Tool and the Harbor and Beaches Capital Financial Plan. The City Manager will consider these recommendations in the preparation and presentation of the City Manager's annual budget to the City Council. C. Unless otherwise specified in individual development agreements, other governing documents, or as otherwise specifically directed by the City Council, all development fees received by the City will be credited to the Facilities Financial Planning Reserve fund. D. Prudent assumptions regarding revenue and expenditure growth, inflation, and all relevant factors will be included in each year's update of the Facilities Financial Planning Tool and the Harbor and Beaches Capital Financial Plan E. General Fund contributions to the Facilities Financial Plan shall generally not be less than three percent (3%) of the total General Fund Revenue Budget or the total annual debt service on outstanding Facilities Financial Plan -related debt, 2 22-116 F-28 whichever is greater. However, if there is a shortfall in General Fund revenue due to a decline in economic activity or other unexpected circumstances and it is necessary to reduce expenditures, General Fund contributions to the Facilities Financial Planning Program can be temporarily reduced to under the three percent (3%) threshold. F. General Fund contributions to the Harbor and Beaches Capital Financial Plan shall be sufficient so as to adequately fund the identified long-term capital needs included in the Plan and shall be incrementally increased to account for inflation. G. The financing duration for any borrowed funds shall not exceed thirty (30) years or the projected life of the new facility, whichever is less. H. Transfers from the General Fund to the Facilities Financial Plan Fund for debt service expenditures shall be separately shown in the City's budget so as to highlight the portion of the transfer funding debt service. I. The City shall strive to maintain fund balance in the Facilities Financial Plan Fund at a level equal to or greater than the maximum annual debt service on existing obligations. J. The Facilities Financial Planning Tool and Harbor and Beaches Capital Financial Plan may be amended by City Council action in the event of a natural disaster or financial crisis. Adopted - August 11, 2009 Amended - May 14, 2013 Amended - June 9, 2015 Amended - February 12, 2019 Amended - June 14, 2022 3 22-117