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HomeMy WebLinkAbout2026-04-28; City Council; 05; Proposed Amendments to City Council Policy No. 51 – Policy for Community Activity FundingCA Review CDS Meeting Date: April 28, 2026 To: Mayor and City Council From: Geoff Patnoe, City Manager Staff Contact: Erin Peak, Program Manager, Housing & Homeless Services erin.peak@carlsbadca.gov, 442-339-2043 Subject: Proposed Amendments to City Council Policy No. 51 – Policy for Community Activity Funding Districts: All Recommended Action Adopt a resolution amending City Council Policy No. 51 on Community Activity Funding. Executive Summary City Council Policy No. 51 establishes the City of Carlsbad’s framework for awarding community grants, including eligibility criteria, funding sources and approval processes for programs that support community activities, events and youth teams. Staff propose amendments to Policy No. 51 to improve access for applicants and increase administrative efficiency, so applications can be processed quicker. The main changes include consolidating three programs into a single community enrichment grant –with the Winning Teams Grant continuing as a separate program – and establishing grant approval thresholds for the City Manager. Staff are also recommending the $1 million set aside in the General Fund to generate investment earnings to fund community grants be increased to $2 million to generate adequate interest to cover future annual grant awards. City Council Policy No. 1 requires four affirmative votes of the City Council to change or modify existing City Council policies. Explanation & Analysis Background The City Council has a long history of funding community activities and programs that help enhance the quality of life of Carlsbad residents and visitors. To help establish a consistent process for funding such efforts, the City Council adopted City Council Policy No. 51 in the early 1990s. In short, the policy established a series of grant programs that could financially assist with their initial start-up costs. April 28, 2026 Item #5 Page 1 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC There are currently four funding programs available under this City Council policy: Community activity grants This grant provides funding for enrichment programs for the community and/or for physical or other neighborhood enhancements within Carlsbad. Certain programs are not covered under this grant, such as social service and school-sponsored programs and projects competing with city services. Funding is available for up to three consecutive years, followed by a two-year break. Maximum of five total years per organization. Special events grants This grant provides funding for temporary, permitted public gatherings held within the city under Carlsbad Municipal Code Chapter 8.17, Special Events, that are intended to engage the broader community. There are certain limits to this grant: the city’s financial assistance cannot exceed 20% of the total gathering cost, a special event permit must be approved and only one grant is allowed per organizer per year. Community spirit grants These grants are available for events that contribute toward a vibrant community by demonstrating community pride or spirit. The grant may be used only for in-kind city services. It does not fund operating expenses, ongoing projects or capital costs or provide any cash assistance. Only one grant per organizer per year is allowed. Winning team grants These grants help youth teams by covering part of their travel expenses for national championship competitions. The grant program has supported community activities such as the Lancer Day Parade, which continues to operate today. Since its original adoption, there have been a few revisions to the policy to clarify, define and refine its stated purpose. Over time, this structure, with the four programs, created multiple application processes and varying requirements for similar community-focused activities. Participation in the city’s grant programs has declined steeply since 2015. For example, in fiscal year 2009-10, the city issued a high of 13 grant awards totaling $81,200. By FY 2017-18, that number dropped to three grant awards totaling $15,000. Since FY 2022-23, the city has been receiving only one or two grants per year across all four programs, with an average award around $7,500. Proposed amendments City staff propose the following amendments to address current challenges. In developing these recommendations, staff reviewed community grant best practices from other cities and municipalities nationwide, analyzed historical program data, and incorporated staff experience administering local community-based funding programs. The proposed amendments are intended to better align program structure, eligibility criteria and administrative procedures with demonstrated best practices and identified community needs. The more significant changes are described below and summarized in Exhibit 2. April 28, 2026 Item #5 Page 2 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC Program consolidation The first significant change includes consolidating the community activity grants, special event grants, and community spirit grants into a single community enrichment grant. The three programs share similar purposes and overlapping eligibility requirements, which has created confusion for applicants and administrative inefficiencies in managing multiple programs with comparable goals. •The new “community enrichment grant” will be available to programs, neighborhood improvements and events that benefit the community. •The “winning teams grant” available to youth teams advancing to national or international championship competitions will continue as a separate program. The changes preserve all current funding opportunities while making the process clearer and more efficient for both applicants and staff. Approval of grant applications The second area of amendments relate to the administrative efficiency of the program. For the special event grant, community spirt grant, and winning team grant programs, the policy authorizes the City Manager to award grants that do not exceed $5,000. Any application over $5,000 requires City Council approval. The community activity grant program requires application review by a citizens advisory committee, a multi-member review panel that has not existed since 2016. The annual application and review process is an administratively burdensome process, particularly for the low grant award amounts. Between 2012 and 2016, the most funds awarded in a single year was $35,140, covering six programs, while the lowest amount awarded was $892 for a single application. Trying to maintain an active list of volunteers to not only staff the committee but also be readily available to review applications has been challenging for staff, especially for such small grants. To streamline this review process, staff recommend that the citizen advisory committee be dissolved and the City Council authorize the City Manager to consider and award grants for up to $10,000. Grant proposals exceeding that amount would require City Council approval. This change will greatly streamline the review process and allow applications to be processed more swiftly. Fiscal Analysis The City Council provide a dedicated source of funding for the community activity and community spirit grants through a $1 million commitment in the General Fund it approved in 1999. Investment earnings from that initial investment have funded those community grants. As of March 2026, the program has a balance of $1,238,014, which means $238,014 is currently available for future community enrichment grants. The special event and winning teams grants have been funded from the City Council’s contingency account and do not have specific appropriations. They are approved on a case-by-case basis. In the proposed policy, staff are recommending that grant funding for the community enrichment and winning teams grants also come from the General Fund’s community enrichment grant April 28, 2026 Item #5 Page 3 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC commitment, thereby eliminating reliance on special appropriations. With this change, however, staff anticipate that the interest generated annually on the $1 million that was set aside may not be enough to cover all potential grant awards. As such, staff recommend increasing the amount committed for grant funding from $1 million to $2 million to have adequate interest to fund anticipated grant awards. The interest from the $2 million set aside will be the direct source of funding for the grants awarded under this policy. If approved, the $2 million set aside in the General Fund Community Enrichment Grant Commitment account is still considered part of the reserve balance of the General Fund and available for the City Council to use for another purpose in the future, if so decided. As of March 2026, the General Fund Reserve is estimated at approximately $150 million. The reserve represents approximately 62% of the 2025-26 Fiscal Year General Fund Operating Budget, well above the target balance of 40%. Next Steps Staff will finalize and implement the amended City Council Policy No. 51, including updating application materials, internal procedures and the city’s website to inform the community about the new community enrichment grant program. Staff will also begin administering the revised program structure — including consolidating existing grant programs and processing applications under the new guidelines — and incorporate the increased General Fund set-aside into future budget and grant funding processes. Environmental Evaluation The proposed action is not a “project” as defined by California Environmental Quality Act, or CEQA, Section 21065 and CEQA Guidelines Section 15378(b)(4) and does not require environmental review under CEQA Guidelines Section 15060(c)(3) because issuing grants is a government fiscal activity and does not in itself involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. Exhibits 1.City Council resolution 2.Proposed changes to City Council Policy No. 51 April 28, 2026 Item #5 Page 4 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC Exhibit 1 RESOLUTION NO. 2026-081 . A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, AMENDING CITY COUNCIL POLICY NO. 51 ON COMMUNITY ACTIVITY FUNDING WHEREAS, the City of Carlsbad has a strong commitment to support community programs, events, neighborhood improvements, and youth athletic teams that enhance quality of life and benefit the community; and WHEREAS, the City Council on Dec. 4, 2012, adopted Council Policy No. 51, which established the policy and detailed processing procedures for community activity funding; and WHEREAS, the proposed amendments to Council Policy No. 51 will consolidate three programs into a single Community Enrichment Grant, with the Winning Teams Grant continuing as a separate program; and WHEREAS, the City Council finds that delegating approval of compliant community activity funding agreements to the City Manager will streamline the review process and allow for timely approval. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows: 1.That the above recitations are true and correct. 2.This action does not constitute a project within the meaning of the California Environmental Quality Act, or CEQA, under Public Resources Code section 21065 and CEQA Guidelines Section 15378(b)(4) and does not require environmental review under CEQA Guidelines Section 15060(c)(3) because issuing grants is a government fiscal activity and does not in itself involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. 3.That revisions to City Council Policy No. 51 on community activity funding are hereby adopted as reflected in Attachment A to this resolution. 4.That the City Manager, or designee, is authorized to designate an additional $1,000,000 from the fund balance of the City’s General Fund to the General Fund’s Community Enrichment Grant Commitment account for the funding of grants awarded under City Council Policy No. 51. April 28, 2026 Item #5 Page 5 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC 5.That the City Manager, or designee, is authorized to annually appropriate the estimated interest for the year to the General Fund’s Community Enrichment Grant Commitment account for the funding of grants awarded under City Council Policy No. 51. PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 28th day of April, 2026, by the following vote, to wit: AYES: Blackburn, Bhat-Patel, Acosta, Burkholder, Shin. NAYS: None. ABSTAIN: None. ABSENT: None. ______________________________________ KEITH BLACKBURN, Mayor ______________________________________ SHERRY FREISINGER, City Clerk (SEAL) April 28, 2026 Item #5 Page 6 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC Policy No. Date Issued Resolution No. Attachment A Subject: Community Activity Funding Policy Purpose To establish a consistent process of providing financial support for community and neighborhood-based programs, events, and activities that help enhance the quality of life of Carlsbad residents and visitors. Background The City Council has a long history of funding community activities and programs that help enhance the quality of life of those who live, work and play in the City of Carlsbad. To help establish a consistent process for funding such efforts, the City Council adopted Council Policy 51 in the early 1990s. In short, the policy established a series of grants that could financially assist with the initial "start-up costs" for qualifying community-initiated programs. Overtime, these grants have helped fund programs and activities from community events and neighborhood improvements to youth teams advancing to national or international championship competitions. Statement of policy To establish a grant program and process that awards funding and/or in-kind city services to qualifying applicants who require one-time assistance in establishing their community-initiated program, event, or activity. Procedure The City of Carlsbad offers two types of grant programs under this policy: Community Enrichment Grant and the Winning Teams Grant. A.COMMUNITY ENRICHMENT GRANT PROGRAM The Community Enrichment Grant provides financial and in-kind assistance to eligible nonprofit and volunteer organizations for community programs, events, and neighborhood improvement activities that enhance quality of life, foster community pride, and provide a direct public benefit to the City of Carlsbad community. 1.Definitions a.Programs: Structured activities or projects delivered over time that provide direct services, enrichment, or neighborhood improvements to the community. b.Events: Time-specific, single or occasional gatherings (e.g., festivals, parades, or celebrations) intended to engage the public for a limited duration. c.Project: One-time activity or neighborhood-based improvement with a clear scope and timeline that provides a direct public benefit but does not include capital improvement projects or ongoing operational support. April 28, 2026 Item #5 Page 7 of 12 51 April 28, 2026 2026-081 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC City Council Policy Statement April 28, 2026 Page 2 2.Eligibility To be eligible for funding under a Community Enrichment Grant, applicants must meet the following criteria. a.The application is filed by, and the program administered by a tax-exempt, nonprofit organization such as a 501(c)(3) or 501(c)(6), or organized by an all-volunteer group. b.Evidence that the proposed program, project, or event will help enhance quality of life, foster community pride, and bring residents together. c.Evidence that the proposed program, project, or event will be located in, or provide direct benefit to the city. d.Secure approval of a city Special Event Permit pursuant to Carlsbad Municipal Code Chapter 8.17, if the program, project, or event impacts public property or facilities. This is required prior to applying for the grant. e.Commitment that the program, project, or event are open to the public, non- discriminatory, and not commercial, political, or religious in nature. 3.Eligible Uses of Funds a.Event and program coordination defined as costs associated with planning and implementation, including limited staff or contractor time, marketing and advertising, venue rental, and catering (excluding alcohol). b.Neighborhood improvement projects or enrichment programs, such as community clean-up efforts, landscaping or beautification activities, minor enhancements to existing community spaces, or community-based programming that encourages neighborhood engagement. c.Start-up costs to initiate new programs, events, or projects that provide community activities or enhancements within Carlsbad. d.Fundraising events if hosted by an all-volunteer, Carlsbad-based organization. Funds may used only for direct event costs (no staff pay except short-term contractors), and proceeds benefit a Carlsbad-based organization with a community-wide impact (no direct cash gifts to individuals). e.City required permitting or facility use fees associated with the proposed program, project, or event. f.Other uses not listed may be considered if requested in writing as part of the grant application and approved by the City Manager following review for consistency with this Policy. g.Grant funds may not be used for ongoing operating costs, permanent program support, capital projects, or staff salaries. April 28, 2026 Item #5 Page 8 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC City Council Policy Statement April 28, 2026 Page 3 h.Grant funds may not be used when in combination with other city funding or city donated services, including funding from Community Development Block Grant program. 4.Funding Amounts a. Programs, Events & Projects: May request funding for up to 100% of eligible costs, up to $40,000, subject to available annual budget of $100,000, or other amount as may be appropriated by the City Council b.Events: Funding is limited to 20% of total direct event costs (excluding volunteer time, and applicant operational expenses). In-kind city support may be awarded in lieu of cash assistance, subject to the same limits. 5.Grant Terms a.Funding available for up to three consecutive years, followed by a two year break before reapplying, with a maximum of five (5) total years of funding per organization b.Signature Community Events – Events designated by the City Manager as signature events (e.g., citywide parades, annual community traditions) may apply annually with no term limits, subject to yearly application and review c.An organization may receive no more than one Community Enrichment Grant award per fiscal year. 6.Administration a.Applications must be on a city approved form and submitted at least 60 days prior to the start date of the proposed program, project, or event. b.Grants will be provided on a reimbursement basis only and require submission of receipts and proof of payment. c.The City Manager is authorized to approve cash assistance or value of in-kind city services up to $10,000, and appropriate said funds from the General Fund’s Community Enrichment Grant Commitment account. The City Council must approve cash assistance or in-kind city services for grants in excess of $10,000. d.Staff will review requests for “other uses” and forward recommendations to the City Manager for consideration and decision. B.WINNING TEAMS GRANT PROGRAM The Winning Teams Grant program provides financial assistance to help offset a portion of documented travel-related expenses for qualifying Carlsbad youth athletic teams that have advanced to national or international championship-level competitions. April 28, 2026 Item #5 Page 9 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC City Council Policy Statement April 28, 2026 Page 4 1.Eligibility To be eligible for funding under a Winning Teams Grant Program, applicants must meet the following criteria. a.Participating athletes must be 18 years of age or under. b.Requests must be submitted prior to the date of the competition. c.At least 90% of team participants must be Carlsbad residents, or the school represented must be physically located within the City of Carlsbad. 2.Funding a.Covers up to 20% of a maximum of $10,000 for documented travel, lodging, meals, and registration costs for participants and coaches at national or international championship competitions b.Funding is limited to one award per team per qualifying championship competition. 3.Administration a.The City Manager is authorized to approve cash assistance up to $10,000 and appropriate said funds from the General Fund’s Community Enrichment Grant Commitment account. b.Requests may be made year-round. c.Grants are reimbursement-based and require receipts and proof of payment C.APPROPRIATIONS The City Council approved a set-aside of $2M that was deposited into the General Fund’s Community Enrichment Grant Commitment account. The interest from the set-aside shall be the direct source of funding for the Community Enrichment Grant and Winning Teams Grant programs. The City Council retains discretion to modify the set-aside amount or available funding levels as necessary without the need to amend this Policy. April 28, 2026 Item #5 Page 10 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC CP 51 - Community Activity Grants SUMMARY OF CHANGES The city currently offers four grant programs: Community Activity, Community Spirit, Special Event, and Winning Teams. Three of these programs share similar purposes and overlapping eligibility requirements, which has created confusion for applicants and administrative inefficiencies in managing multiple programs with comparable goals. In addition, the current Community Activity Grant process requires review by a Citizens Advisory Committee and a multi-member review panel that no longer exist, making it administratively burdensome and impractical to distribute funds under the existing framework. To address this, staff recommends consolidating the Community Activity, Community Spirit, and Special Event Grants into a single, streamlined program: the Community Enrichment Grant. The Winning Teams Grant will remain a separate program; the only change is an increased maximum award of $10,000 to align administration with the Community Enrichment Grant. Following this consolidation, the City will offer two grant programs: 1.Community Enrichment Grant – For programs, neighborhood improvements, and events that benefit the community. 2.Winning Teams Grant – For youth teams advancing to national or international championship competitions. This change preserves all current funding opportunities while making the process clearer and more efficient for both applicants and staff. Current Grant Programs Proposed Combined Grant Program Community Activity Grants • Support enrichment programs and neighborhood improvements. • Not eligible: social service programs, school-sponsored programs, or projects competing with City services. • Funding up to 3 consecutive years, followed by a 2-year break. Maximum of 5 total years per organization. Community Spirit Grants • Support events that reflect community pride and neighbors helping neighbors. •Grants to be utilized for in-kind city services only, ineligible costs include operations, ongoing projects and capital Community Enrichment Grants •Support community programs, activities, neighborhood improvements, and events that enhance quality of life, foster community pride, and are open and accessible to the broader community. •Programs & Neighborhood Improvements – May request up to 100% of eligible costs, subject to available budget. • Events – Cash funding is limited to 20% of total direct event costs. • Funding is available for up to 3 consecutive years, followed by a 2-year break. Maximum of 5 total years of funding per organization. •Signature Community Events – Events designated by the City Manager as signature Exhibit 2 April 28, 2026 Item #5 Page 11 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC CP 51 - Community Activity Grants costs, no cash assistance available under this grant program. • One grant per organizer per year. Special Event Grants • Support one-time events of citywide interest. • One grant per organization per year. • Cash assistance shall not exceed 20%: up to 3 years; in-kind up to 5 years. • Requires approval of a Special Event application. events (e.g., citywide parades, annual community traditions) may apply annually with no term limits, subject to yearly application and review. • Only one grant per organization per year. • In-kind support for events may be considered in lieu of cash assistance. April 28, 2026 Item #5 Page 12 of 12 Docusign Envelope ID: 379D15CA-D3D9-4265-BCA1-C09BEF0C51DC