07/26/2016CITY OF GRAND TERRACE
CITY COUNCIL
AGENDA ● JULY 26, 2016
Council Chambers Regular Meeting 6:00 PM
Grand Terrace Civic Center ● 22795 Barton Road
City of Grand Terrace Page 1
The City of Grand Terrace complies with the Americans with Disabilities Act of 1990. If
you require special assistance to participate in this meeting, please call the City Clerk’s
office at (909) 824-6621 at least 48 hours prior to the meeting.
If you desire to address the City Council during the meeting, please complete a Request
to Speak Form available at the entrance and present it to the City Clerk. Speakers will
be called upon by the Mayor at the appropriate time.
Any documents provided to a majority of the City Council regarding any item on this
agenda will be made available for public inspection in the City Clerk’s office at City Hall
located at 22795 Barton Road during normal business hours. In addition, such
documents will be posted on the City’s website at www.grandterrace-ca.gov
<http://www.grandterrace-ca.gov>
CALL TO ORDER
Convene City Council
Invocation
Pledge of Allegiance
ROLL CALL
Attendee Name Present Absent Late Arrived
Mayor Darcy McNaboe
Mayor Pro Tem Sylvia Robles
Council Member Jackie Mitchell
Council Member Doug Wilson
Council Member Bill Hussey
A. SPECIAL PRESENTATIONS
Presentation of a Commendation to Child Care Services Assistant Director Cathy Toth.
Presentation from the Lion's Club to their Scholarship Recipients
Presentation from Lt. Doug Wolfe, San Bernardino County Sheriff's Department, on the
Fourth of July Fireworks Statistics.
Agenda Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 2
B. CONSENT CALENDAR
The following Consent Calendar items are expected to be routine and noncontroversial.
They will be acted upon by the City Council at one time without discussion. Any Council
Member, Staff Member, or Citizen may request removal of an item from the Consent
calendar for discussion.
1. Waive Full Reading of Ordinances on Agenda
DEPARTMENT: CITY CLERK
2. Approval of Minutes – Regular Meeting – 06/14/2016
DEPARTMENT: CITY CLERK
3. Monthly Financial Report for May 2016
RECOMMENDATION:
Receive and file the Monthly Financial Report for the period ending May 31, 2016.
DEPARTMENT: FINANCE
4. Auditor-Controller/Treasurer/Tax Collector Agreement for Collection of Special Taxes,
Fees, and Assessments Fiscal Year 2016-17
RECOMMENDATION:
Approve the Auditor-Controller/Treasurer/Tax Collector Agreement For Collection Of
Special Taxes, Fees, And Assessments Fiscal Year 2016-17
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
5. Advertisement for Planning Commission Recruitment
RECOMMENDATION:
Direct the City Clerk to extend the advertisement for appointments to the Planning
Commission, accept applications and schedule interviews.
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
C. PUBLIC COMMENT
This is the opportunity for members of the public to comment on any items not
appearing on the regular agenda. Because of restrictions contained in California Law,
the City Council may not discuss or act on any item not on the agenda, but may briefly
respond to statements made or ask a question for clarification. The Mayor may also
request a brief response from staff to questions raised during public comment or may
request a matter be agendized for a future meeting.
Agenda Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 3
D. CITY COUNCIL COMMUNICATIONS
Council Member Bill Hussey
Council Member Doug Wilson
Council Member Jackie Mitchell
Mayor Pro Tem Sylvia Robles
Mayor Darcy McNaboe
E. PUBLIC HEARINGS
To speak on Public Hearing Items, please fill out a Request to Speak Form and give it
to the City Clerk. Each person will be allowed 3 minutes to address the City Council. If
you challenge in court any action taken concerning a Public Hearing item, you may be
limited to raising only those issues you, or someone else, raised at the Public Hearing
described in this notice or in written correspondence delivered to the City at, or prior to,
the Public Hearing.
6. Formation of the Landscape & Lighting Assessment District 89-1, Annexation #2,
Engineer’s Report, and Levy of Assessment
RECOMMENDATION:
1. Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE INITIATING PROCEEDINGS FOR AN ANNEXATION OF
TERRITORY INTO THE CITY OF GRAND TERRACE LANDSCAPING AND
LIGHTING ASSESSMENT DISTRICT NO. 89-1;
2. Receive and approve the Engineer's Report;
3. Receive and approve the Landowner’s Consent to Formation of a Maintenance
District, Attachment F of Engineer's Report; and
4. Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE ANNEXING TERRITORY INTO THE CITY GRAND TERRACE
LIGHTING AND LANDSCAPING ASSESSMENT DISTRICT NO. 89-1
ORDERING IMPROVEMENTS, AND TO LEVY AND COLLECT ASSESSMENTS
PURSUANT TO THE LIGHTING AND LANDSCAPING ACT OF 1972.
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
F. UNFINISHED BUSINESS – NONE
Agenda Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 4
G. NEW BUSINESS
7. Community Clean Up Day
RECOMMENDATION:
Receive an Informational Staff Report Regarding an Upcoming Community Clean Up
Day.
DEPARTMENT: PUBLIC WORKS
8. Report on Code Compliance Activities for FY 2015-2016
RECOMMENDATION:
Receive and File the Report.
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
9. Establishment of Job Classifications and Compensation for the Planner Series
RECOMMENDATION:
1. Approve the job classifications for the Planner Series, consisting of Planning
Technician, Assistant Planner, Associate Planner and Senior Planner; and
2. Adopt a RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE, CALIFORNIA, RESCINDING RESOLUTIONS 2016-03 AND
2016-06 AND ESTABLISHING UPDATED CLASSIFICATION/SALARY RANGES
FOR THE EMPLOYEES OF THE CITY OF GRAND TERRACE THAT INCLUDES
THE PLANNER SERIES.
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
H. CITY MANAGER COMMUNICATIONS
I. CLOSED SESSION - NONE
ADJOURN
The Next Regular City Council Meeting will be held on Tuesday, August 9, 2016 at 6:00
p.m.
Agenda item requests must be submitted in writing to the City Clerk’s office no later
than 14 calendar days preceding the meeting.
CITY OF GRAND TERRACE
CITY COUNCIL
MINUTES ● JUNE 14, 2016
Council Chambers Regular Meeting 6:00 PM
Grand Terrace Civic Center ● 22795 Barton Road
City of Grand Terrace Page 1
CALL TO ORDER
Mayor McNaboe wished everyone a happy flag day, provided a brief history of the flag
and called the meeting to order at 6:00 p.m.
Invocation was given by Council Member Hussey.
Pledge of Allegiance was led by Mayor McNaboe.
ROLL CALL
Attendee Name Title Status Arrived
Darcy McNaboe Mayor Present
Sylvia Robles Mayor Pro Tem Present
Jackie Mitchell Council Member Present
Doug Wilson Council Member Present
Bill Hussey Council Member Present
G. Harold Duffey City Manager Present
Pat Jacquez-Nares City Clerk Present
Richard Adams City Attorney Present
Linda Phillips Child Care Present
Sandra Molina Planning & Development Services Director Present
Yanni Demitri Public Works Director Present
Cynthia Fortune Finance Director Present
Steve Lasiter Battalion Chief Present
Doug Wolfe Lieutenant Present
Dolly Gonzales Principal Accountant Present
Jay Yeon Accounting Technician Present
Eric Bougie Financial Analyst Present
Shannon Scandura Assistant Director Present
A. SPECIAL PRESENTATIONS - NONE
B. CONSENT CALENDAR
Mayor McNaboe removed Consent Calendar Item Nos. 6 and 7 for separate discussion.
APPROVED CONSENT CALENDAR ITEM NOS. 1 THROUGH 5
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 2
RESULT: APPROVED [UNANIMOUS]
MOVER: Jackie Mitchell, Council Member
SECONDER: Bill Hussey, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
1. Waive Full Reading of Ordinances on Agenda
WAIVED FULL READING OF ALL ORDINANCES ON THE AGENDA
2. Approval of Minutes – Regular Meeting – 05/10/2016
APPROVED THE MINUTES OF THE 05/10/2016 REGULAR MEETING
3. Approval of Minutes – Regular Meeting – 05/24/2016
APPROVED THE MINUTES OF THE 05/24/2016 REGULAR MEETING
4. Approval of Check Register No. 05312016 in the Amount of $404,279.40
APPROVED CHECK REGISTER NO. 05312016 IN THE AMOUNT $404,279.40, AS
SUBMITTED, WHICH INCLUDES THE CHECK REGISTER ACCOUNT INDEX FOR
FISCAL YEAR 2015-16.
5. Notice of Completion for Construction of ADA Access Improvements to City Hall
DIRECTED STAFF TO FILE A NOTICE OF COMPLETION FOR THE CITY HALL ADA
DOOR PROJECT
ITEM WAS REMOVED FOR SEPARATE DISCUSSION
6. Advertisement for Planning Commission Appointments
Planning & Development Services Molina provided a brief report on this item.
DIRECT THE CITY CLERK TO ADVERTISE FOR APPOINTMENTS TO THE
PLANNING COMMISSION, ACCEPT APPLICATIONS AND SCHEDULE
INTERVIEWS.
RESULT: APPROVED [UNANIMOUS]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Bill Hussey, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
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Minutes Grand Terrace City Council June 14, 2016
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ITEM WAS REMOVED FOR SEPARATE DISCUSSION
7. Award of Contract to MediaStar-SG for replacement/upgrade to the audio system and
wiring in the Council Chambers
Mayor McNaboe requested that representatives from MediaStar be presented at the
first meeting that the new system goes live. She also had several questions on the
hearing impaired module and wireless microphones.
City Clerk Jacquez-Nares requested that Dave Perras, representative from MediaStar,
address the Mayor's request and questions.
Dave Perras the representative from MediaStar, confirmed that they would be present
on the live date and also provided an overview of all of the equipment, contract and
functionality of this system.
1. AWARD THE PURCHASE AND INSTALLATION OF THE AUDIO SYSTEM
REPLACEMENT/UPGRADE AND THE REPLACEMENT OF THE WIRING IN THE
GRAND TERRACE CITY HALL COUNCIL CHAMBERS TO MEDIASTAR-SG;
AND
2. AUTHORIZE THE CITY MANAGER TO EXECUTE THE PURCHASE ORDER AND
SHOULD THE NEED ARISE, TO INCREASE THE PURCHASE ORDER, NOT TO
EXCEED THE CONTINGENCY AMOUNT SHOULD A CHANGE ORDER BE
NECESSARY DURING THE INSTALLATION OF THE PROJECT.
RESULT: APPROVED [UNANIMOUS]
MOVER: Darcy McNaboe, Mayor
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
C. PUBLIC COMMENT
Don Lenaker, Grand Terrace resident, stated his concerns with the Westwood Street
trespassers. He did not like that the City painted the curb red and requested to have a
gate installed to help with the unwanted vehicles.
Janet Lenaker, Grand Terrace resident, stated his concerns with the Westwood Street
trespassers. She did not like that the City painted the curb red and requested to have a
gate installed to help with the unwanted vehicles. Ms. Lenaker requested to have a
meeting with the City Manager and residents of that neighborhood.
Patricia Farley, Grand Terrace resident, stated her concerns with the City's truck route
ordinance, the lack of truck route signage, and the circulation within the City.
Jeffrey McConnell, Grand Terrace resident, stated that he reported on SeeClickFix the
dumping of trash in his neighborhood. He requested that the Council adopt an
ordinance to address this dumping like the one the City of Colton had. He also
requested that the tressils be removed/closed in that area because they contribute to
the flooding.
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 4
Nancy Murcia, Moreno Valley resident, wanted to know what the City Council was doing
to keep the small town feel in the City of Grand Terrace.
D. CITY COUNCIL COMMUNICATIONS
Council Member Bill Hussey
Council Member Hussey thanked everyone in the audience for attending the meeting.
He also informed the Mayor, Council and City staff that he would not be able to attend
the July 12, 2016 Council meeting because he would be receiving job related training
out of state. Council Member Hussey attended the Memorial Day Celebration and
thanked the Foundation for this event. He also participated with the placement of the
Flags on everyone headstone at the Riverside National Cemetery and thanked the
Grand Terrace residents, Girl and Boy Scouts that also participated. He also attended
the Community Days with the Mayor, Mayor Pro Tem, and City staff and thanked the
volunteers for coordinating this event. Council Member Hussey along with Mayor
McNaboe attended the Grand Terrace High School Girls Soccer Team ring ceremony
and gave them Key of the City pins and Certificates in recognitions of their CIF
Championship. He also congratulated the Grand Terrace High School Girls Softball
Team for their CIF Championship. Council Member Hussey further reported that he and
Mayor Pro Tem Robles attended the CJUSD Community Cabinet meeting; Supervisor
Ramos was the speaker.
Council Member Doug Wilson
Council Member Wilson said he was extremely honored and humbled to be able to
participate in the Memorial Day Ceremony. He also urged everyone to be vigilant of
their surrounding and of others. He reported he was on the phone with his wife when
she answered the door and the person at the door asked for someone that did not live
there in order to case the his house. After the person left, Council Member Wilson called
the Sheriff's Department to inform them that this person was ringing people's doorbells.
Council Member Jackie Mitchell
Council Member Mitchell thanked everyone for attending the meeting. She echoed
Council Member Hussey's and Wilson's sentiments on the Memorial Day Celebration.
Council Member Mitchell reported on the Gangs and Drugs Task Force meeting she
attended. She was able to drive by the newly painted red curbs and noticed that the
shade of red was different and requested that staff look at this to see if they can be
repainted with a different shade of red. Council Member Mitchell congratulated her son
for graduating the eighth grade.
Mayor Pro Tem Sylvia Robles
Mayor Pro Tem Robles attended the Omnitrans meeting on June 1, 2016 and provided
a written summary of her report as follows:
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 5
Consent Calendar:
1. Receive and File Affirmative Action Status Report - As of May 12, 2016
2. Adopt Resolution No. 292-16, Authorization to Execute Certifications and
Assurances for 2016 Affordable Housing and Sustainable Communities (AHSC)
Program
3. Authorize Release, Request for Proposals RFP-HRS 17-03, Security Services
4. Authorize Release, Invitation for Bids IFB-MNT 17-08, West Valley Hydraulic Vehicle
Lifts Replacement
5. Authorize Release, Request for Proposals RFP-MNT 17-09, Auction Services
6. Authorize Release, Request for Proposals RFP-MNT 17-10, Twenty-Seven Fuel
Efficient Mid-Size Sedans
7. Authorize Award, Contract IPMO 17-06, Geotechnical and Materials Testing
Services
Discussion:
1. CEO/General Manager's Report
2. Adopt Fiscal Year 2016-2017 Marketing Plan
3. Approve Agreement No. 16-1001458, San Bernardino County Transportation
Authority - 146 Measure I Consolidated Transportation Services Agency Funds
4. Authorize Award, Contract IPM016-98, sbX E Street Corridor Public Address System
162
5. Authorize Contract Amendment 1, Trapeze Contracts ITS16-07, MNT15-153, and
164 MNT15-184
6. Authorize Award, Contract MNT16-100, Brake Shoe Relining Services 175
7. Authorize Award, Contract MKP16-102, Bus Book Printing Services 203
8. Authorize 40' Bus Donation to Family Services Association for Mobile Fresh
Program 231
Public Hearing:
1. Call for Public Hearing - Proposed Route 80 Change to Serve Ontario International
233 Airport
Closed Session
1. Conference with Labor Negotiator P. Scott Graham concerning labor negotiations
with Amalgamated Transit Union Local No. 1704 regarding the Coach Operator Unit,
pursuant to Government Code Section 54957.6
2. Conference with Labor Negotiator P. Scott Graham concerning labor negotiations
with Teamsters Union Local No. 166 regarding the Maintenance and
Administrative/Support Unit, pursuant to Government Code Section 54957.6
Mayor Pro Tem Robles also attended the June 9th Omnitrans meeting and reported that
their contract logging and tracking system had been fixed by their IT Department.
Mayor Pro Tem Robles also attended the June 1, 2016 CJUSD Community Cabinet
provided a written summary of her report as follows:
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 6
Dr. Dev GnanaDev, President and CEO of the California University of Science and
Medicine (CalMed), updated us on the scheduled opening of the medical school, which
will be located near the Arrowhead Regional Medical Center. CalMed is slated to
welcome its first class in 2017, pending WASC accreditation. Dr. GnanaDev noted that
there is a great need for more medical professionals in this area and said the school will
focus on recruiting local students to study at the school and stay here to serve their
community. CalMed has a Memorandum of Understanding (MOU) with CJUSD and has
agreed to provide mentorship opportunities with our high school students as well as to
guarantee admission to the school for a limited number of qualified local students.
She also attended the Community Days events and stayed in the shade. Mayor Pro
Tem Robles reported that the new stop signs on Palm and Preston were helping with
the traffic calming and thanked staff.
Mayor Darcy McNaboe
Mayor McNaboe provided a written summary of her report as follows:
On May 30, 2016 she attended the Memorial Day Ceremony and thanked the Veterans
Wall of Freedom Committee.
On June 1, 2016 she attended the SANBAG meeting items discussed as follows:
Closed Session
Status Update on Open and Pending Litigation
Performance Reviews
o Legal Council
o Executive Director
Consent - Administrative Matters
Received March and April 2016 Procurement Report
Reviewed and Received Measure I Local Pass-Through Compliance Audits for
Fiscal Years 2014/2015 and prior year's audits
Authorize the Executive Director to appoint a Hearing Officer for Subletting and
Subcontracting Fair Practices Act Violations
Authorized Electronic Voting for Board and Committee Meetings Authorize
implementing electronic voting to be used at all Board of Directors and Policy
Committee meetings
Approved San Bernardino Associated Governments Security Improvements for all
those who work or visit the San Bernardino Associated Governments (SANBAG) or
attend its Board and Committee meetings
Received Fiscal Year 2016/2017 Work Goals and Objectives
Consent - Project Delivery
Approved award of contract for SR-210 Lane Addition and Baseline Interchange
Project That the Board, acting in its capacity as the San Bernardino County
Transportation Authority:
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 7
Approved Cooperative Agreement with Caltrans for State Route 60 Central Avenue
Interchange Project and Environmental Document, Plans, Specifications, and
Estimates, and Right of Way Phases
Approve Plans, Specifications and Estimate Package for Monte Vista Grade
Separation Plans Specifications, and Estimate Approval - Board, acting in its
capacity as the San Bernardino County Transportation Commission
Approved MOU with the City of Redlands and release of project RFP for Interstate
10 Alabama Street Interchange Project the Board, acting in its capacity as the San
Bernardino County Transportation Authority:
Approve Cooperative Agreement with the City of San Bernardino for the Mount
Vernon Avenue Viaduct over BNSF Railway lntermodal Yard Environmental
Clearance, Design and right of way phases defining roles, responsibilities and
funding and Approved Budget amendment
Consent - Regional/Subregional Planning
Approved grant funded program expenditure for Fiscal Years 2015/2016 and
2016/2017 for Active Transportation Open Streets Events
Consent - Transit/Rail
Received Railroad Right of Way Valuation Report
Approved the Southern California Regional Rail Authority Preliminary Budget
Request for Fiscal Year 2016/2017
Authorize executive director to execute Cooperation and Indemnity Agreement with
the Inland Empire 66ers
Receive and file Redlands Passenger Rail Project Service Branding Update
Consent - Council of Governments
Receive and file State and Federal Legislative Update
Approve Amendments to the San Bernardino Regional Energy Partnership
Contracts with Southern California Edison to extend the program funding cycle for
one year, and Southern California Gas Company to extend the program funding
cycle for three years.
Consent - Transportation Programming and Fund Administration
Approved Agreement with Omnitrans for Consolidated Transportation Services
Agency Services and Operations in San Bernardino Valley
Approve Amendment to Cooperative Agreement with City of Fontana for the I-10/
Cypress Avenue Overcrossing Project
Approve the Measure I 2010-2040 Maintenance of Effort Base Year Levels for nine
jurisdictions
Held public hearing and adopted a resolution adopting Unmet Transit Needs and
Findings
DISCUSSION ITEMS
Discussion - Council of Governments
Received State Legislative Advocate Update Receive presentation on state
legislative activities
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 8
Received the proposed Council of Governments (COG) work plan
Received information regarding regulations on the Sale of Butane
Discussion - Administrative Matters
Election of Officers for Fiscal Year 2016/2017 - SBC Supervisor Robert Lovingood
will serve as the President/Ontario Councilmember Alan Wapner will serve as Vice
President
Received Report from the Independent Taxpayer Oversight Committee on
Measure I Expenditure Plan, SANBAG's Financial Audit and Measure I
PassThrough Audits for Fiscal Year 2014/2015
Conducted the Public Hearing for the proposed Fiscal Year 2016/2017 budget
SANBAG 2016/2017 Proposed Budget and adopted the SANBAG Fiscal Year
2016/2017 budget.
Adopted a resolution establishing the appropriations Limitations for Fiscal Year
2016/2017
Approved Audio and Video Recording and Distribution of SAN BAG Meetings
Conducted Hearings to Consider and adopted Resolutions of Necessity for Parcels
for the Interstate 215 (1-215} Barton Road Interchange Improvement Project in the
City of Grand Terrace
Received a presentation on the I-15/I-215 Devore Interchange Reconstruction
Project and Design Build
Approved final design plans and advertisement for constructions bids for State
Route 210 Pepper Avenue Interchange -
Discussion - Regional/Subregional Planning
Approved a resolution authorizing for submittal of a full application for the Metrolink
Station Bike/Pedestrian Access Project under the Affordable Housing and
Sustainable Communities (AHSC) Grant Program.
Mayor McNaboe attended the June 4, 2016 Community Day event and thanked all of
the Volunteers working with Foundation of Grand Terrace and the Chamber of
Commerce. Thanked all the organizations that sponsored and had booths the day of the
event. There were Performances by Dance Dimensions, GTHS Regiment Band,
Jazzercise, and Habu Tai Kwon Do.
On June 6, 2016, Mayor McNaboe attended the Graduate Walk at Terrace View
Elementary school. On June 10, 2016, Mayor McNaboe attended the Senior Center’s
monthly program and Council Member Wilson was performing Elvis songs.
Mayor McNaboe congratulated the Grand Terrace High School Girls Softball Team for
their CIF Championship. She also enjoyed attending the Grand Terrace High School
Girls Soccer Team ring ceremony.
E. PUBLIC HEARINGS - NONE
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 9
F. UNFINISHED BUSINESS
8. Engineer's Report for 2016-2017 Landscape & Lighting Assessment District 89-1
ADOPT RESOLUTION NO. 2016-20 A RESOLUTION OF THE CITY COUNCIL
APPROVING THE ENGINEER'S "REPORT" FOR THE ANNUAL LEVY OF
PROPOSED INCREASED ASSESSMENTS FOR THE FISCAL YEAR 2016 - 2017 IN
A DISTRICT WITHIN SAID CITY
RESULT: APPROVED [UNANIMOUS]
MOVER: Jackie Mitchel, Council Member
SECONDER: Sylvia Robles, Mayor Pro Tem
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
Planning & Development Services Director Molina introduced Susana Medina, Willdan
Consultant to present this item.
Susana Medina, Willdan representative, provided a summary of this item.
Mayor McNaboe asked why the numbers were different than the previous report and if
this was the first year that this intensive report was done.
Ms. Medina answered that these were the true incurred costs.
Planning & Development Services Director Molina confirmed that this was the first year
this type of comprehensive report was done to insure that the true costs were
recuperated.
G. NEW BUSINESS
9. Fourth of July Enforcement Strategy
Planning & Development Services Director Molina presented the PowerPoint
Presentation for this item.
Mayor McNaboe asked if there would be a special number to report the violators. She
recommended that this number be advertised as well.
Lt. Wolfe answered that the number to use to report this and any non-emergency item
was the Sheriff's Department's non-emergency number.
Council Member Mitchell requested that this information be added to the City's
Facebook page. She asked that the Fire Department report on their efforts for the
Fourth of July Weekend.
Battalion Chief Lasiter provided a summary of the San Bernardino County Fire
Department's strategy and their additional staffing for this holiday.
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 10
Council Member Wilson stated that he was not against fireworks and agreed that there
should be a day to celebrate. He asked about the EPA concerns with these fireworks
and an EPA mechanism to become a defacto deputy witness in order to enforce the
violation.
Battalion Chief Lasiter stated that with a witness it was easier to enforce the citation but
unfortunately neighbors did not like to report each other.
Council Member Hussey suggested the use of banners for additional advertising. He
also agreed with Council Member Wilson that there should be a day to celebrate but
everyone needed to remember that this was a common courtesy and respect issue.
Patricia Farley, Grand Terrace resident, stated her concerns with the illegal fireworks
and the Sheriff's enforcement. She requested that the City advertise what the different
types of illegal fireworks were.
Bobbie Forbes, Grand Terrace residents, reminded the residents to chip their dogs. She
requested that the advertisement be placed in the Blue Mountain Outlook and she was
very grateful that the fireworks were only allowed on one day.
Jeff Alan, Grand Terrace resident, suggested that the reporting number be anonymous.
RECEIVE AND FILE REPORT.
RESULT: APPROVED [UNANIMOUS]
MOVER: Darcy McNaboe, Mayor
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
RECESS THE COUNCIL MEETING
Mayor McNaboe recessed the City Council Meeting at 7:23 p.m.
RECONVENE THE COUNCIL MEETING
Mayor McNaboe reconvened the City Council meeting at 7:31 p.m.
10. Introduction to the Proposed Rate for the FY2016-17 Child Care Services Department
Child Care Director Phillips presented the PowerPoint Presentation for this item.
A Council and staff discussion ensued on the following: the increased number of days
for service in the agreements to five days from previous three or two; the after school
program student to teacher ratio of 14:1; the true cost per student; the capping of the
teacher salaries and rates. Also discussed was the fiscal impact and reporting
requirements of the unfunded liability and the Child Care Center’s ability to be self-
sufficient.
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 11
Scott A. Meinert, Grand Terrace resident, spoke in support of the Child Care Center and
stated his opposition to Council Member Wilson's newspaper article.
Pauline Roque, Grand Terrace resident, stated her concerns with the increase on the
tiny tot rates and the lack of supplies provided.
Tiffany Cammarata spoke in support of the Child Care Center and believed that it was
an educational center. She also stated her opposition to Council Member Wilson's
newspaper article.
Nancy Murcia, Moreno Valley resident, spoke in favor of the Child Care Center. She
recommended that the City use banners to better advertise the Child Care Services and
become a member of the Child Resource Center to get referrals.
Further Council and staff discussion ensued on the cost allocations and supplies for the
Tiny Tot program. The employee paid portion of their retirement (PERS) of 6.4 percent.
Clarification was made on the City’s Child Care program that the majority of the Child
Care fees were covered by the parents and not government subsidized. Also discussed
was the City's financial distress, the Council's responsibility as Stuarts’ of the City’s
funds, and the ability to place this on a ballot for the voters to consider.
Jeff McConnell, Grand Terrace resident, stated his support for the preschool program.
He further stated that this item did not support the 2030 Vision Statement. Mr.
McConnell stated that the percentage of the children that use this service do not live in
Grand Terrace. He further stated that the preschool should fall under the school district
not the City.
Mayor Pro Tem Robles made a motion to support this rate increase and to have staff
bring them back tomorrow for adoption. The motion died for lack of a second.
Council Member Wilson address Mr. Meinert's comments about his newspaper article.
Additional Council and staff discussion ensued on the direction for staff viable options
for the unfunded liability issue.
1. RECEIVE AND FILE THE PROPOSED RATES FOR THE FY2016-17 CHILD
CARE SERVICES DEPARTMENT;
2. BEGIN DELIBERATIONS ON THE FY2016-17 CHILD CARE PROPOSED RATES;
3. PROVIDE DIRECTION ON THE FY2016-17 CHILD CARE SERVICES RATE
ADJUSTMENTS AND INSTRUCT STAFF TO RETURN ON JUNE 18, 2016 FOR
ADOPTION OF THE FY2016-17 RATES.
RESULT: APPROVED [4 TO 1]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Bill Hussey, Council Member
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 12
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Bill Hussey
NAYS: Doug Wilson
11. Introduction of Proposed Budget for Fiscal Year 2016-17
Finance Director Fortune presented the PowerPoint Presentation for this item.
Jeffrey McConnell, Grand Terrace resident, stated that he believed the nation was
headed toward a recession, he suggested not to take up any loans and to sell the Child
Care Center.
1. RECEIVE AND FILE THE PROPOSED BUDGET FOR FISCAL YEAR 2016-17;
2. BEGIN BUDGET DELIBERATIONS ON THE PROPOSED BUDGET FOR FISCAL
YEAR 2016-17; AND
3. PROVIDE DIRECTION ON FISCAL YEAR 2015-16 BUDGET REQUESTS/
ADJUSTMENTS.
RESULT: APPROVED [UNANIMOUS]
MOVER: Jackie Mitchell, Council Member
SECONDER: Doug Wilson, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
H. CITY MANAGER COMMUNICATIONS - NONE
RECESS TO CLOSED SESSION
Mayor McNaboe recessed the Council into Closed Session at 9:01 p.m. to discuss the
items as listed on the agenda.
I. CLOSED SESSION
12. CONFERENCE WITH REAL PROPERTY NEGOTIATORS - Pursuant to Government
Code Section 54956.8
Property: APN Nos. 1167-151-22; 1167-151-74; 1167-151-71; and 1167-151-68.
City negotiator: G. Harold Duffey, City Manager
Negotiating parties: Lewis Group
Under negotiation: Price and Terms of Payment
13. CONFERENCE WITH REAL PROPERTY NEGOTIATORS - Pursuant to Government
Code Section 54956.8
Property: APN Nos. 1167-151-22; 1167-151-74; 1167-151-71; and 1167-151-68.
City negotiator: G. Harold Duffey, City Manager
Negotiating parties: Lewis Group and Dr. Terry McDuffee
Under negotiation: Price and Terms of Payment
14. CONFERENCE WITH REAL PROPERTY NEGOTIATORS - Pursuant to Government
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Minutes Grand Terrace City Council June 14, 2016
City of Grand Terrace Page 13
Code Section 54956.8
Property: APN No. 1167-231-02
City negotiator: G. Harold Duffey, City Manager
Negotiating parties: Bobbie Forbes, Real Estate Agent
Under negotiation: Price and Terms of Payment
15. CONFERENCE WITH LEGAL COUNSEL—ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of
Section 54956.9: One potential case.
RECONVENE TO OPEN SESSION
Mayor McNaboe reconvened the Council to open session at 10:06 p.m.
REPORT OUT OF CLOSED SESSION
Mayor McNaboe reported that the Council met in Closed Session to discuss items 12
through 15 of the agenda; staff was given direction with no reportable action.
ADJOURN
Mayor McNaboe adjourned the City Council meeting at 10:07 p.m.
The Next Regular City Council Meeting will be held on Tuesday, May 10, 2016 at 6:00
p.m.
_________________________________
Darcy McNaboe, Mayor
_________________________________
Pat Jacquez-Nares, City Clerk
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Monthly Financial Report for May 2016
PRESENTED BY: Cynthia Fortune, Finance Director
RECOMMENDATION: Receive and file the Monthly Financial Report for the period
ending May 31, 2016.
2030 VISION STATEMENT:
This staff report supports City Council Goal #1, “Ensure Our Fiscal Viability,” through
the continuous monitoring of revenue receipts and expenditure disbursements against
approved budget appropriations.
BACKGROUND:
The Finance Department has developed a Monthly Financial Report (MFR), which will
be submitted to the City Council each month. The attached MFR is for the period
ending May 31, 2016. The purpose of the MFR is to identify actual revenues received,
and expenditures incurred, for the current fiscal year and compare them to the
Approved Budget and fiscal year-to-date (YTD) expected amounts. The MFR
encompasses the City’s two major funds: General Fund and Child Care Fund.
DISCUSSION:
The Fiscal Year (FY) 2015-16 Approved Budget amounts are presented in the attached
MFR for reference purposes. Any adjustments to the Approved Budget that may occur
during the fiscal year will also be reflected in the report. The “expected” revenues
reflect an analysis of revenue receipts that have, historically, been received as of this
month in the fiscal year. The resulting positive or negative variances shown in the MFR
are in comparison to these “expected” receipts.
The timing of expenditures is more evenly distributed during the fiscal year than
revenue receipts; however, it is not entirely straight-line in nature. For example, some
months have three pay periods rather than two. Also, debt service payments are only
made twice a year. Additionally, certain expenditure postings, such as the cost
allocation plan, are made quarterly rather than monthly. All of these factors are
reflected in the YTD “expected” expenditures shown in the MFR.
As part of the MFR, staff will include explanations of significant variances between YTD
actual revenues and expenditures, and those that are “expected” at that point in the
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fiscal year. This analysis and reporting process is intended to keep the City Council
informed regarding the City’s financial position relative to the budget, and to identify any
financial issues or concerns that arise during the fiscal year so appropriate and timely
action can be taken in response to these variances.
When reviewing the charts that provide the current monthly status of both revenues and
expenditures, it is helpful to bear in mind that some of the fluctuations from month to
month may be due to the following:
Invoices were not submitted to the City in a timely manner; and
Invoices may have required further review by the authorizing department.
In addition, the MFR has been redesigned to provide more transparency by providing
charts that compare actual receipts and expenditures against expected and approved
budgets. Each category has 2 charts:
1. the 1st chart shows the actual receipts or expenditures incurred for the current
fiscal year (FY2015-16) and is compared to the prior year (2014-15) actuals; and
2. the 2nd chart shows the total annual amounts incurred, for the current year, the
prior year and is compared to the “expected” amounts for the current year.
FISCAL IMPACT:
GENERAL FUND
In order to provide a better understanding of the General Fund’s fiscal condition on a
monthly basis, the Monthly Financial Report has been revised to reflect the net surplus
or deficit of actual revenues versus actual expenditures.
However, as stated earlier, revenues are not necessarily evenly distributed each month
while expenditures are more streamlined. It is recommended to bear in mind that this
may result in a significant surplus or deficit in a particular month and may not be
reflective of the City’s overall fiscal condition. Detailed explanations will be provided for
any significant variances.
The table below reflects the General Fund’s revenue and expense statement as of May
31, 2016 with a net surplus of $53,756:
City of Grand Terrace
2015-16 Monthly Financial Report
For the Period Ending May 31, 2016
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City of Grand Terrace
2015-16 Monthly Financial Report
For the Period Ending May 31, 2016
REVENUES
Approved
Budget
May
YTD
Expected
Receipts
May
YTD
%
Approved
Budget
May
YTD
Actuals
May
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Property Tax 1,551,518 1,502,959 96.9% 1,587,613 102.3% 84,654 1
Residual Receipts -
RPTTF 860,077 810,000 94.2% 745,655 86.7% (64,345)
2
Franchise Fees 495,000 426,709 86.2% 424,681 85.8% (2,028)
Licenses, Fees &
Permits 314,389 252,849 80.4% 255,601 81.3% 2,752
Sales Tax 900,000 590,382 65.6% 477,418 53.0% (112,964) 3
Intergovernmental
Revenue/Grants 5,000 5,000 100.0% 4,984 99.7% (16)
Charges for Services 106,683 98,697 92.5% 94,908 89.0% (3,790)
Fines & Forfeitures 36,800 39,772 108.1% 53,042 144.1% 13,271 4
Miscellaneous 5,000 5,000 100.0% 20,055 401.1% 15,055 5
Use of Money &
Property 22,840 20,937 91.7% 20,603 90.2% (334)
Waste Water Receipts 300,000 300,000 100.0% 300,000 100.0% 0
4,597,307 4,052,305 88.1% 3,984,559 86.7% (67,746)
APPROVED USE OF
FUND BALANCE
Fixed Asset Transfers:
On-Line Permitting 15,000 15,000 15,000 0
Chambers Upgrade 20,000 20,000 20,000 0
Agenda Processing 40,000 40,000 40,000 0
Electronic Records Sys 45,000 45,000 45,000 0
Fixed Asset Fund 300,000 300,000 300,000 0
Quality of Life Projects
(QLEAP)
Summer Youth Empl. 30,000 30,000 30,000 0
Senior Bus Prgm 15,000 15,000 15,000 0
Community Fireworks 10,000 10,000 10,000 0
Child Care Equipment 5,000 5,000 5,000 0
Business Development 4,000 4,000 4,000 0
Summer Swim Program 16,000 16,000 16,000 0
Holiday Decorations 5,000 5,000 5,000 0
Soccer Field Maint. 10,000 10,000 10,000 0
Youth in Government 3,000 3,000 3,000 0
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City of Grand Terrace
2015-16 Monthly Financial Report
For the Period Ending May 31, 2016
City Hall Plant Maint. 2,000 2,000 2,000 0
QLEAP - Public Safety 0
Add’l Public Safety Srvs 200,000 200,000 200,000 0
City Camera Projects 50,000 50,000 50,000 0
Weekend Code Enfrc. 30,000 30,000 30,000 0
Emergency Oper. Coor. 10,000 10,000 10,000 0
0
Comm. Benefits Fund 25,000 25,000 25,000 0
835,000 835,000 835,000 0
TOTAL REVENUES &
USE OF FUND BAL. 5,432,307 4,887,305 4,819,559 (67,746)
EXPENDITURES BY
CATEGORY
Approved
Budget
May
YTD
Expected
Receipts
May
YTD
%
Approved
Budget
May
YTD
Actuals
May
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Salaries 704,422 614,703 87.3% 561,354 79.7% 53,349 6
Benefits 295,239 265,962 90.1% 289,737 98.1% (23,775) 7
Prof./Cont. Services 3,325,821 2,905,889 87.4% 2,799,556 84.2% 106,333 8
Materials & Supplies 167,544 152,832 91.2% 160,282 95.7% (7,450)
Lease of Equipment 5,770 3,707 64.2% 5,571 96.5% (1,864)
Utilities 128,346 110,046 85.7% 100,466 78.3% 9,580
Debt Service 257,800 257,800 100.0% 254,848 98.9% 2,952
Overhead Cost Alloc. (281,735) (211,370) 75.0% (211,302) 75.0% (68)
Transfers Out 828,167 812,759 98.1% 805,292 97.2% 7,467
5,431,374 4,912,328 90.4% 4,765,804 87.7% 146,525
REVENUES 4,597,307 4,052,305 3,984,559
USE OF FUND
BALANCE 835,000 835,000 835,000
SUB-TOTAL 5,432,307 4,887,305 4,819,559
LESS -
EXPENDITURES (5,431,374) (4,912,328) (4,765,804)
NET 933 (25,023) 53,756
Revenue Footnotes:
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City of Grand Terrace
2015-16 Monthly Financial Report
For the Period Ending May 31, 2016
1. Increase in Property Taxes mainly due to increased valuations and collections.
2. RPTTF Receipts show a decrease due to a payment received in 2015-16 but was credited to FY2014-15.
3. Sales Tax is projected to be $160,000 less than budgeted as presented to City Council during the year-end projections in
May2016 (loss of Essco and the approved Economic Development Agreement with One Source).
4. Increase in Fines & Forfeitures due to increased code enforcement activities (additional weekend code enforcement).
5. Increase in miscellaneous revenue is due to the reimbursement receipt of state mandated claims (SB90) submitted to the
State Controller's Office prior to 2004 totaling $16,000.
Expenditure Footnotes:
6. Salary savings are a result of positions being vacant for a period of time during the fiscal year (multiple departments).
7. Increase in benefits are a result of the annual replacement benefit contribution to CalPERS for the former City Manager
totaling $25.9k.
8. Payments for professional services are processed a month later this current year than that of last fiscal year resulting in a
variance of $106k.
CHILD CARE FUND
In order to provide a better understanding of the Child Care’s fiscal condition on a
monthly basis, the Monthly Financial Report has been revised to reflect the net surplus
or deficit of actual revenues versus actual expenditures.
However, as stated earlier, revenues are not necessarily evenly distributed each month
while expenditures are more streamlined. It is recommended to bear in mind that this
may result in a significant surplus or deficit in a particular month and may not be
reflective of the City’s overall fiscal condition. Detailed explanations will be provided for
any significant variances.
The table below reflects the Child Care Fund’s revenue and expense statement as of
May 31, 2016 with a deficit of ($16,662):
City of Grand Terrace
FY 2014-15 Child Care Fund Monthly Financial Report
For the Period Ending May 31, 2016
REVENUES
Approved
Budget
May
Revised
YTD
Expected
Receipts
May
YTD
% Approved
Budget
May
YTD
Actuals
May
YTD
% Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Tiny Tot Program 80,794 65,796 81.4% 61,990 76.7% (3,806)
After School
Program 401,976 317,200 78.9% 300,521 74.8% (16,679)
1
Pre-School Program 724,839 549,640 75.8% 535,396 73.9% (14,245) 1
Nutrition Prgm Grant 30,000 26,500 88.3% 26,180 87.3% (320)
1,237,609 959,136 77.5% 924,087 74.7% (35,049)
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City of Grand Terrace
FY 2014-15 Child Care Fund Monthly Financial Report
For the Period Ending May 31, 2016
EXPENDITURES
Approved
Budget
May
Revised
YTD
Projected
Expenditures
May
YTD
%
Approved
Budget
May
YTD
Actuals
May
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Salaries 601,990 538,824 89.5% 512,171 85.1% 26,653 2
Benefits 265,394 213,647 80.5% 179,793 67.7% 33,855 2
Prof./Cont. Srvcs 29,600 25,954 87.7% 18,723 63.3% 7,231
Materials & Supplies 83,400 73,181 87.7% 58,142 69.7% 15,039
Lease of Equipment 4,000 4,000 100.0% 120 3.0% 3,880
Equipment 400 367 91.8% 0 0.0% 367
Capital Projects 11,400 6,394 56.1% 3,499 30.7% 2,895
Utilities 16,000 12,786 79.9% 19,203 120.0% (6,417)
Overhead Cost Alloc 198,800 149,078 75.0% 149,100 75.0% (22)
1,210,984 1,024,231 84.6% 940,749 77.7% 83,482
REVENUES 1,237,609 959,136 924,087
LESS -
EXPENDITURES (1,210,984) (1,024,231) (940,749)
NET 26,625 (65,095) (16,662)
1. Child Care enrollment has declined during the last few months due to several families relocating & some parents losing
their jobs; staff has presented two financial status updates to City Council projecting revised (lower) revenues & expenditures.
2. Salaries & Retirement Benefits are less due to the current monthly payment CalPERS; however, a lump-sum amount will
be due to CalPERS at the end of the fiscal year for the City's accrued pension liability.
ATTACHMENTS:
MAY Monthly Financial Report #1 (PDF)
APPROVALS:
Cynthia Fortune Completed 07/20/2016 6:24 PM
Finance Completed 07/20/2016 6:24 PM
City Attorney Completed 07/20/2016 6:57 PM
City Manager Completed 07/21/2016 12:37 PM
City Council Pending 07/26/2016 6:00 PM
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City of Grand Terrace
Monthly Financial Report
For the Period Ending
May 31, 2016
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Table of Contents
GENERAL FUND
Revenue Assumptions ................................................................................................ 4
Revenue Monthly Financial Detail .................................................................... 5
Expenditure Monthly Financial Detail by Category ........................................... 6
Revenue Monthly Charts:
Property Tax ..................................................................................................... 8
Sales Tax ......................................................................................................... 9
Licenses, Permits & Fees................................................................................. 10
Franchise Fees ................................................................................................ 11
Expenditure Monthly Charts (by Category):
Salaries ............................................................................................................ 14
Benefits ............................................................................................................ 15
Professional/Contractual Services ................................................................... 16
Materials & Supplies ........................................................................................ 17
Expenditure Department Summaries
Expenditure Assumptions................................................................................. 20
Expenditure Monthly Financial Detail by Department ....................................... 21
Expenditure Monthly History by Department:
General Government Departments .................................................................. 22
Community Development ................................................................................. 23
Finance ............................................................................................................ 24
Public Safety .................................................................................................... 25
CHILD CARE FUND
Revenue and Expense Summary by Category ........................................................... 28
Revenue Monthly History ................................................................................. 29
Expenditure Monthly History ............................................................................ 30
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GENERAL FUND
REVENUE & EXPENDITURE
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REVENUE ASSUMPTIONS:
1. Property Tax receipts are usually received twice a year: in December
and May.
2. Residual Receipts – Redevelopment Property Tax Trust Fund (RPTTF)
receipts are received twice a year: June for the July - December period
and January for the January - June period.
3. Franchise Fee receipts are received monthly and quarterly; usually 30 -
45 days after the month or quarter end.
4. Sales Tax receipts are received monthly; the State distributes
(advances) sales tax revenues usually 60 days after the close of the
month; then has a quarterly “true-up.”
5. Waste Water receipts are received annually, usually at the first month
of the fiscal year.
6. All other receipts are based on historical receipt pattern.
EXPENDITURE ASSUMPTIONS:
1. Expenditure appropriations are divided into 12 monthly allocations, with
adjustments made for payroll periods, the timing of debt service
payments, and certain quarterly allocations.
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REVENUES
Approved
Budget
May
YTD
Expected
Receipts
May
YTD
%
Approved Budget
May
YTD
Actuals
May
YTD
%
Approved Budget
Positive
(Negative)
Variance
from
YTD
Expected
Tax Property Tax 1,551,518 1,502,959 96.9%1,587,613 102.3%84,654 1
TTF Residual Receipts - RPTTF 860,077 810,000 94.2%745,655 86.7%(64,345)2
ees Franchise Fees 495,000 426,709 86.2%424,681 85.8%(2,028)
mits Licenses, Fees & Permits 314,389 252,849 80.4%255,601 81.3%2,752
Tax Sales Tax 900,000 590,382 65.6%477,418 53.0%(112,964)3
ants Intergovernmental Revenue/Grants 5,000 5,000 100.0%4,984 99.7%(16)
ces Charges for Services 106,683 98,697 92.5%94,908 89.0%(3,790)
res Fines & Forfeitures 36,800 39,772 108.1%53,042 144.1%13,271 4
ous Miscellaneous 5,000 5,000 100.0%20,055 401.1%15,055 5
erty Use of Money & Property 22,840 20,937 91.7%20,603 90.2%(334)
pts Waste Water Receipts 300,000 300,000 100.0%300,000 100.0%0
4,597,307 4,052,305 88.1%3,984,559 86.7%(67,746)
APPROVED USE OF
FUND BALANCE
Fixed Asset Transfers:
On-Line Permitting System 15,000 15,000 15,000 0
City Council Chambers Upgrade 20,000 20,000 20,000 0
Agenda Processing Upgrade 40,000 40,000 40,000 0
Electronic Records System 45,000 45,000 45,000 0
Fixed Asset Fund 300,000 300,000 300,000 0
Quality of Life Projects (QLEAP)
Summer Youth Employment 30,000 30,000 30,000 0
Senior Bus Program 15,000 15,000 15,000 0
Community Fireworks 10,000 10,000 10,000 0
Child Care Equipment 5,000 5,000 5,000 0
Business Incubator/Development 4,000 4,000 4,000 0
Summer Swim Program 16,000 16,000 16,000 0
Holiday Decorations 5,000 5,000 5,000 0
Soccer Field Maintenance 10,000 10,000 10,000 0
Youth in Government 3,000 3,000 3,000 0
City Hall Plant Maintenance 2,000 2,000 2,000 0
QLEAP Projects for Public Safety 0
Additional Public Safety Services 200,000 200,000 200,000 0
City Camera Projects 50,000 50,000 50,000 0
Weekend Code Enforcements 30,000 30,000 30,000 0
Emergency Oper. Coordination 10,000 10,000 10,000 0
0
Community Benefits Fund 25,000 25,000 25,000 0835,000 835,000 835,000 0
TOTAL REVENUES & USE OF FUND BAL.5,432,307 4,887,305 4,819,559 (67,746)
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending May 31, 2016
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City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending May 31, 2016
EXPENDITURES BY CATEGORY
Approved
Budget
May
YTD
Expected
Receipts
May YTD%
Approved
Budget
May
YTD
Actuals
May YTD%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Salaries 704,422 614,703 87.3%561,354 79.7%53,349 6
Benefits 295,239 265,962 90.1%289,737 98.1%(23,775)7
Professional/Contractual Services 3,325,821 2,905,889 87.4%2,799,556 84.2%106,333 8
Materials & Supplies 167,544 152,832 91.2%160,282 95.7%(7,450)
Lease of Facility/Equipment 5,770 3,707 64.2%5,571 96.5%(1,864)
Equipment - - - 0
Capital Projects - - - 0
Utilities 128,346 110,046 85.7%100,466 78.3%9,580
Debt Service 257,800 257,800 100.0%254,848 98.9%2,952
Overhead Cost Allocation (281,735)(211,370)75.0%(211,302)75.0%(68)
Transfers Out 828,167 812,759 98.1%805,292 97.2%7,4675,431,374 4,912,328 90.4%4,765,804 87.7%146,525
REVENUES 4,597,307 4,052,305 3,984,559
USE OF FUND BALANCE 835,000 835,000 835,000
SUB-TOTAL 5,432,307 4,887,305 4,819,559
LESS - EXPENDITURES (5,431,374)(4,912,328)(4,765,804)
NET 933 (25,023)53,756
Revenue Footnotes:
1
2
3
4
5
Expenditure Footnotes:
6
7
8
Increase in Property Taxes mainly due to increased valuations and collections.
RPTTF Receipts show a decrease due to a payment received in 2015-16 but was credited to FY2014-15.
Sales Tax is projected to be $160,000 less than budgeted as presented to City Council during the year-end projections in May2016 (loss of
Essco and the approved Economic Development Agreement with One Source).
Increase in Fines & Forfeitures due to increased code enforcement activities (additional weekend code enforcement).
Increase in miscellaneous revenue is due to the reimbursement receipt of state mandated claims (SB90) submitted to the State Controller's
Office prior to 2004 totaling $16,000.
Salary savings are a result of positions being vacant for a period of time during the fiscal year (multiple departments).
Increase in benefits are a result of the annual replacement benefit contribution to CalPERS for the former City Manager totaling $25.9k.
Payments for professional services are processed a month later this current year than that of last fiscal year resulting in a variance of
$106k.
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GENERAL FUND
REVENUE CHARTS
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MONTHLY REVENUE - Property Tax (2015-16 vs. 2014-15)
$0
$0
$0
$4,793
$43,254
$15,393
$662,686
$4,883
$56,152
$31,628
$104,675
$591,726
$0
$0
$19,750
$2,686
$43,792
$133,872
$581,548
$50,251
$7,588
$122,994
$625,131
$0
- 100,000 200,000 300,000 400,000 500,000 600,000 700,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 2014-15
1,515,190
1,587,612
1,502,959
1,460,000 1,480,000 1,500,000 1,520,000 1,540,000 1,560,000 1,580,000 1,600,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY REVENUE - Sales Tax (2015-16 vs. 2014-15)
$0
$0
$42,941
$55,400
$73,900
$0
$154,048
$60,300
$46,232
$42,800
$57,100
$230,431
$0
$0
$29,595
$42,500
$56,500
$65,035
$49,874
$56,500
$77,239
$52,600
$47,574
$0
- 50,000 100,000 150,000 200,000 250,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 2014-15
$763,152
$477,417
$590,382
- 100,000 200,000 300,000 400,000 500,000 600,000 700,000 800,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY REVENUE - Licenses, Permits & Fees (2015-16 vs. 2014-15)
$17,915
$7,615
$40,326
$22,020
$8,568
$11,489
$15,340
$64,060
$46,641
$29,548
$17,176
$25,178
$17,097
$10,453
$15,994
$13,004
$16,329
$8,565
$48,502
$41,187
$27,556
$34,443
$22,471
$0
- 10,000 20,000 30,000 40,000 50,000 60,000 70,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 2014-15
$305,876
$255,601
$252,849
- 50,000 100,000 150,000 200,000 250,000 300,000 350,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY REVENUE - Franchise Fees (2015-16 vs. 2014-15)
$0
$0
$41,514
$23,181
$29,344
$14,162
$24,665
$43,954
$25,937
$156,812
$55,341
$84,917
$0
$0
$26,663
$11,962
$71,031
$0
$24,572
$43,469
$41,436
$136,344
$69,205
$0
- 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 2014-15
$499,827
$355,477
$362,709
0 100000 200000 300000 400000 500000 600000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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GENERAL FUND
EXPENDITURE CHARTS
(by Category)
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MONTHLY EXPENDITURE - Salaries (2015-16 vs. 2014-15)
$31,794
$80,465
$47,975
$50,644
$48,890
$12,434
$77,909
$52,637
$50,350
$51,656
$52,455
$91,028
$55,881
$51,814
$52,468
$49,353
$44,587
$41,926
$64,982
$46,940
$48,226
$46,955
$58,222
$0
- 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000 100,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$648,238
$561,354
$614,703
- 100,000 200,000 300,000 400,000 500,000 600,000 700,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY EXPENDITURE - Benefits (2015-16 vs. 2014-15)
$11,880
$15,936
$21,058
$17,053
$14,517
$20,265
$33,861
$26,013
$30,033
$24,495
$22,607
$207,304
$26,333
$16,766
$33,942
$15,837
$18,974
$27,935
$32,135
$15,828
$31,028
$48,381
$22,577
$0
- 50,000 100,000 150,000 200,000 250,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$445,021
$289,737
$265,962
- 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY EXPENDITURE - Professional Services (2015-16 vs. 2014-15)
$317,366
$37,827
$258,492
$260,929
$109,616
$98,305
$484,303
$182,753
$209,683
$411,208
$85,763
$400,951
$179,594
$258,228
$294,350
$211,637
$226,602
$327,636
$254,145
$251,835
$306,903
$229,293
$259,334
$0
- 100,000 200,000 300,000 400,000 500,000 600,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
2,857,196
2,799,556
2,905,889
100,000 600,000 1,100,000 1,600,000 2,100,000 2,600,000 3,100,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY EXPENDITURE - Materials & Supplies (2015-16 vs. 2014-15)
$6,167
$10,079
$7,104
$8,809
$16,802
$5,169
$6,766
$18,069
$17,502
$20,328
$3,911
$58,659
$13,786
$18,516
$5,164
$4,919
$23,089
$10,892
$8,704
$15,023
$22,965
$14,331
$22,894
$0
- 10,000 20,000 30,000 40,000 50,000 60,000 70,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$179,366
$160,282
$152,832
- 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 200,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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GENERAL FUND EXPENDITURE
BY DEPARTMENT
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EXPENDITURE ASSUMPTIONS:
2. Expenditure appropriations are divided into 12 monthly allocations, with
adjustments made for payroll periods, the timing of debt service
payments, and certain quarterly allocations.
3. Sections/Cost Centers are rolled into each Department as follows:
a. CITY COUNCIL
b. CITY MANAGER
i. City Manager
ii. Senior Citizens Program
iii. Emergency Operations
c. CITY CLERK
i. City Clerk
ii. Historical & Cultural Commission
iii. Information Technology
d. CITY ATTORNEY
e. FINANCE
f. PUBLIC SAFETY
g. NON-DEPARTMENTAL
i. Non-Departmental
ii. Overhead Cost Allocation
h. COMMUNITY DEVELOPMENT
i. Building & Safety
ii. Public Works iii. Rental Inspection Program
iv. Enforcement Program
v. Facilities Maintenance
vi. Community Development
vii. Parks Maintenance
viii. Storm Drain Maintenance
ix. National Pollutant Discharge Elimination System (NPDES)
x. Planning Commission
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City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending May 31, 2016
EXPENDITURES BY DEPARTMENT
Department
Approved
Budget
May
YTD
Projected
Expenditures
May
YTD
%
Approved Budget
May
YTD
Actuals
May
YTD
%
Approved Budget
Positive
(Negative)
Variance
from
YTD
Expected
City Council 60,877 52,213 85.8%50,104 82.3%2,109
City Manager 510,835 420,845 82.4%309,797 60.6%111,048 1
City Attorney 64,000 47,336 74.0%52,827 82.5%(5,491)
City Clerk 218,398 198,055 90.7%189,360 86.7%8,695
Planning & Development Svcs 670,955 572,200 85.3%539,432 80.4%32,767 2
Finance 501,035 421,663 84.2%418,881 83.6%2,782
Public Safety 1,676,200 1,511,001 90.1%1,513,433 90.3%(2,432)
Public Works 586,392 555,426 94.7%532,727 90.8%22,698 2
Non-Departmental 1,142,682 1,133,591 99.2%1,159,242 101.4%(25,652)5,431,374 4,912,328 90.4%4,765,804 87.7%146,525
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Savings show as a result of additional appropriations approved by City Council during the First Quarter report which included additional
funding for public safety, cameras, weekend code enforcement, tree trimming and other programs and activities geared towards preserving
and protecting the community. Any unused appropriation will be rolled over (carried over) into the next fiscal year.
Salary savings are a result of positions being vacant for a period of time during the fiscal year (multiple departments).
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MONTHLY EXPENDITURE - General Government (2015-16 vs 2014-15)
$30,669
$66,646
$45,756
$51,394
$45,032
$1,182
$65,559
$58,780
$43,082
$53,826
$34,057
$117,018
$44,157
$68,684
$52,345
$40,303
$41,540
$50,873
$96,533
$50,099
$58,669
$45,390
$53,497
$0
- 20,000 40,000 60,000 80,000 100,000 120,000 140,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$613,001
$602,090
$718,448
- 100,000 200,000 300,000 400,000 500,000 600,000 700,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY EXP - Planning Dev Svcs & Public Works (2015-16 vs 2014-15)
$50,215
$75,247
$63,027
$103,646
$56,463
$68,632
$89,347
$66,396
$97,799
$98,386
$85,470
$195,345
$71,862
$115,360
$111,153
$71,845
$76,063
$111,704
$95,292
$100,878
$120,118
$90,986
$106,899
$0
- 50,000 100,000 150,000 200,000 250,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$1,049,973
$1,072,160
$1,127,625
1,000,000 1,020,000 1,040,000 1,060,000 1,080,000 1,100,000 1,120,000 1,140,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY EXPENDITURE - Finance (2015-16 vs 2014-15)
$8,368
$24,457
$35,837
$62,204
$49,272
$31,714
$68,273
$30,082
$6,230
$73,270
$34,660
$84,778
$11,091
$34,549
$44,603
$31,948
$45,276
$67,424
$37,984
$35,889
$44,489
$33,145
$32,484
$0
- 10,000 20,000 30,000 40,000 50,000 60,000 70,000 80,000 90,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$509,145
$418,882
$421,663
- 100,000 200,000 300,000 400,000 500,000 600,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHYL EXPENDITURE - Public Safety (2015-16 vs 2014-15)
$272,465
$0
$125,622
$125,622
$11,841
$0
$376,866
$125,622
$136,806
$272,716
$1,000
$137,037
$145,553
$132,057
$126,243
$132,057
$144,433
$132,057
$128,378
$141,754
$132,057
$132,057
$166,785
$0
- 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
1,585,597
1,513,431
1,511,001
100,000 300,000 500,000 700,000 900,000 1,100,000 1,300,000 1,500,000 1,700,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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CHILD CARE FUND
REVENUE AND EXPENDITURE
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REVENUES
Approved
Budget
May
Revised
YTD
Expected
Receipts
May
YTD
%
Approved
Budget
May
YTD
Actuals
May
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Tiny Tot Program 80,794 65,796 81.4%61,990 76.7%(3,806)
After School Program 401,976 317,200 78.9%300,521 74.8%(16,679)1
Pre-School Program 724,839 549,640 75.8%535,396 73.9%(14,245)1
Nutrition Program Grant 30,000 26,500 88.3%26,180 87.3%(320)
1,237,609 959,136 77.5%924,087 74.7%(35,049)
EXPENDITURES
Approved
Budget
May
Revised
YTD
Projected
Expenditures
May
YTD
%
Approved
Budget
May
YTD
Actuals
May
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Salaries 601,990 538,824 89.5%512,171 85.1%26,653 2
Benefits 265,394 213,647 80.5%179,793 67.7%33,855 2
Professional/Contractual Services 29,600 25,954 87.7%18,723 63.3%7,231
Materials & Supplies 83,400 73,181 87.7%58,142 69.7%15,039
Lease of Facility/Equipment 4,000 4,000 100.0%120 3.0%3,880
Equipment 400 367 91.8%0 0.0%367
Capital Projects 11,400 6,394 56.1%3,499 30.7%2,895
Utilities 16,000 12,786 79.9%19,203 120.0%(6,417)
Overhead Cost Allocation 198,800 149,078 75.0%149,100 75.0%(22)
1,210,984 1,024,231 84.6%940,749 77.7%83,482
REVENUES 1,237,609 959,136 924,087
LESS - EXPENDITURES (1,210,984)(1,024,231)(940,749)
NET 26,625 (65,095)(16,662)
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City of Grand Terrace
FY 2014-15 Child Care Fund Monthly Financial Report
For the Period Ending May 31, 2016
Child Care enrollment has declined during the last few months due to several families relocating & some parents losing
their jobs; staff has presented two financial status updates to City Council projecting revised (lower) revenues &
expenditures.
Salaries & Retirement Benefits are less due to the current monthly payment CalPERS; however, a lump-sum amount will
be due to CalPERS at the end of the fiscal year for the City's accrued pension liability.
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MONTHLY REVENUE - Child Care (2015-16 vs 2014-15)
$61,872
$101,770
$94,221
$96,879
$82,320
$79,587
$72,047
$117,118
$98,082
$80,620
$100,083
$135,072
$54,764
$83,420
$92,401
$84,033
$73,395
$69,526
$96,804
$90,818
$92,665
$76,362
$109,897
$0
- 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$1,116,708
$924,087
$959,136
- 200,000 400,000 600,000 800,000 1,000,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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MONTHLY EXPENDITURE - Child Care (2015-16 vs 2014-15)
$47,471
$94,829
$123,450
$71,732
$63,878
$120,464
$100,169
$67,346
$125,609
$72,350
$68,032
$193,411
$68,044
$66,357
$132,215
$65,844
$64,902
$124,930
$96,399
$65,403
$126,231
$65,606
$64,818
$0
- 50,000 100,000 150,000 200,000 250,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 Actuals 2014-15 Actuals
$1,270,297
$940,749
$1,024,231
- 200,000 400,000 600,000 800,000 1,000,000 1,200,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Auditor-Controller/Treasurer/Tax Collector Agreement for
Collection of Special Taxes, Fees, and Assessments Fiscal
Year 2016-17
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: Approve the Auditor-Controller/Treasurer/Tax Collector
Agreement For Collection Of Special Taxes, Fees, And
Assessments Fiscal Year 2016-17
2030 VISION STATEMENT:
This staff report supports Goal #1, Ensuring Fiscal Viability by ensuring appropriate cost
recovery for services.
BACKGROUND/DISCUSSION:
Each year the City Council conducts hearing to assess property owners within its
Landscape and Lighting Maintenance Districts; and to assess property owners through
property tax assessments for the collection of delinquent sewer, refuse and rental
inspection program accounts.
A list of the properties to be assessed is provided to the San Bernardino County Tax
Collector’s Office. This year Staff learned that San Bernardino County requires a new
form for submittal. They are now requiring a billing agreement. The form is called
“AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND
ASSESSMENTS FISCAL YEAR 2016-17”. This form must be fully executed and
submitted prior to the August 10th submittal of properties to be assessed.
FISCAL IMPACT:
There is no fiscal impact associated with the signing and returning the Agreement.
Failure to return the Agreement may preclude the City’s collection of the assessments.
ATTACHMENTS:
Agreement Special Tax Assessments.pdf (PDF)
APPROVALS:
Sandra Molina Completed 07/14/2016 5:06 PM
City Attorney Completed 07/15/2016 5:52 PM
Finance Completed 07/20/2016 5:10 PM
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City Manager Completed 07/21/2016 10:33 AM
City Council Pending 07/26/2016 6:00 PM
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AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR
AGREEMENT FOR COLLECTION OF SPECIAL
TAXES, FEES, AND ASSESSMENTS
FISCAL YEAR 2016-17
THIS AGREEMENT is made and entered into this _____ day of _______________, 20____,
by and between the COUNTY OF SAN BERNARDINO, hereinafter referred to as “County” and
the_______________, hereinafter referred to as “District”.
WITNESSETH:
WHEREAS, Government Code Sections 29304 and 51800 authorize the County to
recoup its collection costs when the County collects taxes, fees, or assessments for any school
district, special district, zone or improvement district thereof; and
WHEREAS, the District and County have determined that it is in the public interest that
the County, when requested by District, collect on the County tax rolls the special taxes, fees,
and assessments for District.
NOW, THEREFORE, IT IS AGREED by and between the parties hereto as follows:
1. County agrees, when requested by District as hereinafter provided to collect on
the County tax rolls the special taxes, fees, and assessments of District, and of each zone or
improvement District thereof.
2. When County is to collect District’s special taxes, fees, and assessments, District
agrees to notify in writing the Auditor-Controller (268 W. Hospitality Lane, 4TH floor, San
Bernardino, CA 92415) of the County on or before the 10th day of August of each fiscal year of
the Assessor’s parcel numbers and the amount of each special tax, fee, or assessment to be so
collected. Any such notice, in order to be effective, must be received by the Auditor-Controller by
said date.
3. County may charge District an amount per parcel for each special tax, fee, or
assessment that is to be collected on the County tax rolls by the County for the District, not to
exceed County’s actual cost of collection.
4. District warrants that the taxes, fees, or assessments imposed by District and
collected pursuant to this Agreement comply with all requirements of state law, including but
not limited to, Articles XIIIC and XIIID of the California Constitution (Proposition 218).
5. District hereby releases and forever discharges County and its officers, agents
and employees from any and all claims, demands, liabilities, costs and expenses, damages,
causes of action, and judgments, in any manner arising out of District’s responsibility under
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this agreement, or other action taken by District in establishing a special tax, fee, or
assessment and implementing collection of special taxes, fees or assessments as
contemplated in this agreement.
6. The County Auditor/Controller has not determined the validity of the taxes or
assessments to be collected pursuant to this contract, and the undersigned District hereby
assumes any and all responsibility for making such a determination. The undersigned District
agrees to indemnify, defend and hold harmless the County and its authorized officers,
employees, agents and volunteers from any and all claims, actions, losses, damages, and/or
liability arising out of this contract or the imposition of the taxes or assessments collected
pursuant to this contract, and for any costs or expenses incurred by the County on account of
any claim therefore, except where such indemnification is prohibited by law. If any judgment
is entered against County or any other indemnified party as a result of action taken to
implement this Agreement, District agrees that County may offset the amount of any judgment
paid by County or by any indemnified party from any monies collected by County on District’s
behalf, including property taxes, special taxes, fees, or assessments. County may, but is not
required to, notify District of its intent to implement any offset authorized by this paragraph.
7. District agrees that its officers, agents and employees will cooperate with
County by answering inquiries made to District by any person concerning District’s special tax,
fee, or assessment, and District agrees that is officers, agents and employees will not refer
such individuals making inquiries to County officers or employees for response.
8. District shall not assign or transfer this agreement or any interest herein and
any such assignment or transfer or attempted assignment or transfer of this agreement or any
interest herein by District shall be void and shall immediately and automatically terminate this
agreement
9. This agreement shall be effective for the 20____ fiscal year.
10. Either party may terminate this agreement for any reason upon thirty days
written notice to the other party. The County Auditor/Controller shall have the right to exercise
County’s right and authority under this contract including the right to terminate the contract.
11. County’s waiver of breach of any one term, covenant, or other provision of this
agreement, is not a waiver of breach of any other term, nor subsequent breach of the term or
provision waived.
12. Each person signing this agreement represents and warrants that he or she has
been fully authorized to do so.
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3 of 3
IN WITNESS WHEREOF, the parties hereto have executed this agreement as of the
day and year first above written.
District:_____________________________
By:_______________________________
Printed Name:_______________________________
Title:_______________________________
Date:_______________________________
SAN BERNARDINO COUNTY
AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR
By Authorized Deputy:_______________________________
Printed Name:_______________________________
Title:________________________________
Date:_______________________________
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Advertisement for Planning Commission Recruitment
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: Direct the City Clerk to extend the advertisement for
appointments to the Planning Commission, accept
applications and schedule interviews.
2030 VISION STATEMENT
This staff report supports Our Mission: “To preserve and protect our community and its
exceptional quality of life through thoughtful planning, within the constraints of fiscally
responsible government”.
BACKGROUND/DISCUSSION:
On June 14, 2016, the City Council directed Staff to advertise for the current vacancy,
and expiring terms on the Planning Commission.
The Planning Commission is a five-member Board appointed by the City Council and
serve four year terms at the pleasure of the City Council (Municipal Code Chapter 2.16).
The terms alternate so that every two years at least two appointments are set to expire.
The Table below depicts the current composition and terms of the Commission.
Name Appointed Re-Appointed Term Ends
Chairman Tom Comstock 06/27/2002 06/26/2012 06/30/2016
Vacant -- 06/30/2018
Jeffrey Allen 6/10/2014 -- 06/30/2018
Tara Ceseña* 6/10/2014 -- 06/30/2016
Ed Giroux 6/10/2014 -- 06/30/2018
* Appointed Mid-term due to vacancy.
Residents were encouraged to apply and applications were accepted up until July 6,
2016. However, only three applications have been received and Staff recommends
extending the recruitment period to the end of July.
FISCAL IMPACT:
There would be no fiscal impact created by this action. Planning Commissioners are
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paid a stipend of $50.00 a month, provided one meeting is attended; and which would
continue with the new appointments.
APPROVALS:
Sandra Molina Completed 07/14/2016 4:38 PM
City Attorney Completed 07/14/2016 4:41 PM
Finance Completed 07/19/2016 9:31 AM
City Manager Completed 07/21/2016 10:42 AM
City Council Pending 07/26/2016 6:00 PM
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Formation of the Landscape & Lighting Assessment District
89-1, Annexation #2, Engineer’s Report, and Levy of
Assessment
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: 1) Adopt a RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE INITIATING
PROCEEDINGS FOR AN ANNEXATION OF TERRITORY
INTO THE CITY OF GRAND TERRACE LANDSCAPING
AND LIGHTING ASSESSMENT DISTRICT NO. 89-1;
2) Receive and approve the Engineer's Report;
3) Receive and approve the Landowner’s Consent to
Formation of a Maintenance District, Attachment F of
Engineer's Report; and
4) Adopt a RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE ANNEXING TERRITORY
INTO THE CITY GRAND TERRACE LIGHTING AND
LANDSCAPING ASSESSMENT DISTRICT NO. 89-1
ORDERING IMPROVEMENTS, AND TO LEVY AND
COLLECT ASSESSMENTS PURSUANT TO THE
LIGHTING AND LANDSCAPING ACT OF 1972
2030 VISION STATEMENT:
This staff report supports Goal #1 to Ensure our Fiscal Viability by ensuring appropriate
cost recovery for services.
BACKGROUND:
In 1989, the City Council required developers of Tract 13364 to form an Assessment
District for the purpose of maintaining the landscaping and lighting serving the project,
as required by the conditions of approval. Subsequently, two other developments were
required to be included in this program. The developments were annexed into the
original assessment district as Annexation No. 1.
The 89-1 District boundaries of the Landscaping and Lighting Assessment District are
the boundaries of Tract 13364. The boundaries of Annexation No. 1 are the boundaries
of Tracts numbered 14264 and 14471, respectively. The boundaries of this annexation,
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No. 2, are the boundaries of Tract No. 17766. For purposes of this report, 89-1 District
and Annexation Nos. 1 and 2 are jointly referred to as “Assessment District”.
Servicing and administration of the City’s landscape maintenance program shall be
according to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division
15, of the Street and Highways Code of the State of California. The Proceedings will be
conducted under the Landscaping and Lighting Act of 1972, Part 2, Division 15,
Sections 22500 through 22679, of the Streets and Highways Code of the State of
California.
DISCUSSION:
As part of the condominium development for Tract No. 17766, Greenbrier Project on
Mount Vernon Avenue, the developer was required to annex into the existing
Assessment District for maintenance of parkway landscaping and street lighting. The
developer is also forming a Homeowner’s Association (HOA), and requested that the
HOA be allowed to maintain the landscaping. Therefore, a “backup” landscaping
assessment district in the event that the HOA failed to perform the required landscaping
maintenance, within the public right of way, is proposed. As indicated within the
Engineer’s Report, “the district is being proposed to provide funding for the maintenance
of the landscaped parkway along Mount Vernon Avenue in the event that the
landscaped areas were to decline and the HOA was not to exist.” The assessment
diagram (Exhibit “A”), illustrates the landscaped parkway along Mount Vernon Avenue,
and the streetlight the entrance. After the acceptance of the landscaped parkway by the
City, the assessment amount generated by this annexation will allow the City through
the Assessment District to provide for the maintenance of this area. It is recommended
that the Council approve the annual assessment amount that includes sufficient funds to
maintain the landscaping and the street lighting, but only levy the amount necessary to
cover the cost for the street light and administrative costs, calculated at $34.00 per
parcel (“Exhibit “D”). The developer, Capital Pacific Homes, has submitted all
necessary documents for the formation of the “backup plan” assessment district. It is
recommended that this assessment district be established at this time as insurance for
a well-maintained public right-of-way.
In the event that the Homeowner’s Association fails to maintain the landscaped areas
the Council could impose the annual assessment in the amount of $5,068.00 per year
or $144.80 per parcel per year on 35 parcels. The establishment of this assessment is
for back up purposes only for the landscape maintenance portion of the district and the
proposed total assessment will not be placed on the tax rolls until Council activates this
district for reasons described above.
The Landscaping and Lighting Act of 1972 permits the installation, maintenance and
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servicing of landscaping and lighting through annual special assessments on real
property benefiting from the improvement. The 1972 Act allows the forming of an
assessment district without holding a public hearing when all affected landowners give
their written consent. The applicant has elected to proceed with the streamline process
and has executed the landowner consent form to create the district and to waive the
public hearing.
FISCAL IMPACT:
The Engineer's Report has estimated the fiscal impact will be $1,190.00 to maintain the
street light of the Assessment District at this time. This amount will be reimbursed to the
City through the collection of property taxes by the County of San Bernardino for each
parcel. Therefore, there is no fiscal impact to the City's General Fund.
Additionally, the cost of preparing the Engineer’s Report is charged to a deposit
provided by the developer.
ATTACHMENTS:
RESOLUTION Initiating Proceedings (DOCX)
Engineer's Reportv3_Final (DOC)
Resolution Establishing Levy and Assessment (DOCX)
APPROVALS:
Sandra Molina Completed 07/19/2016 5:32 PM
City Attorney Completed 07/21/2016 10:48 AM
Finance Completed 07/21/2016 10:50 AM
Sandra Molina Completed 07/21/2016 10:56 AM
City Manager Completed 07/21/2016 10:31 AM
City Council Pending 07/26/2016 6:00 PM
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RESOLUTION No. 2016- __
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE INITIATING PROCEEDINGS FOR AN ANNEXATION OF
TERRITORY INTO THE CITY OF GRAND TERRACE LANDSCAPING
AND LIGHTING ASSESSMENT DISTRICT NO. 89-1
THE CITY GRAND TERRACE LIGHTING AND LANDSCAPING
ASSESSMENT DISTRICT NO. 89-1, ANNEXATION #2
(Pursuant to the Landscaping and Lighting Act of 1972)
The City Council of the City of Grand Terrace hereby resolves as follows:
Section 1: The City Council, pursuant to the provisions of the Landscaping and
Lighting Act of 1972 (Part II of Division 15 of the California Streets and Highways
Code), has found that landscaping maintenance of certain areas within the City is
necessary to preserve the environment and aesthetic beauty of the City and is in the
general public interest; and, therefore, proposes to annex territory into the City Grand
Terrace Landscaping and Lighting Assessment District No. 89-1, City of Grand
Terrace, San Bernardino County, State of California and declares its intention to levy
and collect assessments pursuant to said Landscaping and Lighting Act of 1972. The
specific improvement areas and improvements therefore are described in the
Assessment District No. 89-1, Annexation #2, Engineer’s Report on file in the Office of
the City Clerk of the City of Grand Terrace and incorporated herein by this reference.
Section 2: The proposed Landscaping and Lighting assessment district to
be benefited by said improvements to be assessed to pay the costs and expenses
thereof shall be designated as "Annexation No. #2 of the Landscaping and Lighting
Assessment District No. 89-1", City of Grand Terrace, San Bernardino County, State of
California, and is comprised of the area within Tract Map No. 17766, as more
particularly described in the Engineer’s Report, on file in the office of the City Engineer
of the City of Grand Terrace and incorporated herein by this reference.
Section 3: The Developer, Capitol Pacific Homes, is the sole owner of that
certain real property located in the City of Grand Terrace, San Bernardino County,
State of California, and is developing the property as a single family detached
condominium subdivision.
Section 4: As a condition of its approval of final tract map, the City required that
certain landscape areas adjacent to Tract 17766, be improved with landscaping and
related improvements to a standard acceptable to the City, and that the Developer
provide a means satisfactory to the City for assuring the continued maintenance,
operation and servicing of said improvement areas and the improvements thereto.
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Section 5: In response to the City of Grand Terrace’s conditions to its approval,
the Developer has executed and filed with the City Council a Landowner’s Consent
wherein the Developer has among other things, requested the formation of a
maintenance district for the continued maintenance, operation and servicing of said
improvement areas and all improvements thereon.
Section 6: Pursuant to Sections 22585 and 22605 of the Streets and
Highway Code of the State of California, the City hereby proposes to initiate
proceedings for an annexation into the City of Grand Terrace Landscaping and Lighting
Assessment District #89-1 in accordance with the provisions of the ”Landscaping and
Lighting Act of 1972”.
Section 7: Pursuant to the provisions of Section 22608 and 22608.2 of the
Streets and Highway Code, the City has determined that the Developer has given
written consent to the proposed assessment of that certain real property described in
the Engineer’s Report on file in the Office of the City Clerk of the City of Grand Terrace
and incorporated herein by this reference, to provide for the continued maintenance,
operation and servicing of the improvement areas, and all the improvements thereon,
and that the property is to be assessed without notice, or hearing.
Section 8: The City Engineer of the City of Grand Terrace is hereby designated
engineer for the purpose of these formation proceedings. The City Council hereby
directs the engineer to prepare and file with the City Clerk of the City of Grand Terrace,
a report in accordance with Article 4 of Chapter 1 of the Landscaping and Lighting Act of
1972. Reference is hereby made to said report for a full and detailed description of the
improvements, the boundaries of the assessment district and any zones therein, and
the proposed assessments upon assessable lots and parcels of land within the district.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Grand
Terrace this 26th day of July 2016 by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
ATTEST:
_____________________________ ____________________________
Pat Jacquez-Nares Darcy McNaboe
City Clerk Mayor
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)
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
CITY OF GRAND TERRACE )
I, Pat Jacquez-Nares, Interim City Clerk of the CITY OF GRAND TERRACE,
CALIFORNIA, DO HEREBY CERTIFY that the foregoing Resolution, being Resolution
No. 2016- ______ was duly passed, approved, and adopted by the City Council,
approved and signed by the Mayor, and attested by the City Clerk, all at the regular
meeting of said City Council held on the 26th day of July, 2016, and that the same was
passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Executed this 26th day of July, 2016, at Grand Terrace, California.
_________________________________
Pat Jacquez-Nares
City Clerk for the City of Grand Terrace
[SEAL]
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City of Grand Terrace
Landscaping and Lighting
Assessment District No. 89-1
Annexation #2
Charles Abbott Associates
Contact:
Richard Pedersen, P.E.
Engineer’s Report
Tract 17766
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Table of Contents
Tract 17766
Sheet Exhibit
Cover Sheet 1
Table of Contents 2
Annexation Overview Tract 17766 3
Assessment Diagram 4 “A”
Tract 17766 Landscape Exhibit 5 “B”
Estimated Annual Maintenance Cost 6,7 “C”
Determined of Assessment amount 8 “D”
Assessment Roll 9 “E”
Property owners list 10 “F”
Landowner Consent 11 “G”
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3
City of Grand Terrace
Landscaping and Lighting
Assessment District No. 89-1
Annexation #2
Annexation Overview
Annexation #2, for Tract 17766, to the Grand Terrace Landscaping and Lighting Assessment
District No. 89-1 is being proposed to provide funding for the maintenance of the landscaped
areas and the streetlight within the parkway along Mt. Vernon Avenue. The Developer, Capitol
Pacific Homes, proposes to maintain the parkway with the formation of a Homeowner’s
Association (HOA), however the City would establish an anticipated annual cost to cover both
landscaping and street lighting, but, would only levy an amount to cover the cost of the energy
and maintenance cost of the existing streetlight. In the event that the HOA landscape
maintenance efforts were to decline or if the association did not exist, the maintenance cost for
landscaping and lighting for Tract No.17766 would be covered under the Landscaping and
Lighting Assessment District No. 89-1, Annexation #2.
The landscaped area is within the 12’ wide parkway, an area between the street curb line of
Mt. Vernon Avenue and the property line as shown on the assessment diagram (Exhibit “A”).
This exhibit illustrates the to be improved by the developer and approved and accepted by the
City of Grand Terrace. The established assessment amount will not only provide the City with
the ability to levy funds to maintain the streetlight but also provide the funds in the event the
HOA efforts were to decline.
The maintenance area is approximately 321 feet x 12 feet for a total landscape surface area of
3,856 square feet.
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EXHIBIT “A”
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EXHIBIT “B”
City of Grand Terrace
Landscaping and Lighting
Assessment District No. 89-1
Annexation #2
LANDSCAPE PLANS
Landscape Plans and Specifications for the improvements are those prepared by Urban Arena
LLC, dated March 10, 2016. These Plans and Specifications have been filed separately with
the Clerk of the City of Grand Terrace and are incorporated by reference. In summary, the
improvements consist of parkway landscaping bounded by the face of curb and the City’s right-
of-way / property line along the westerly side of Mt. Vernon Avenue along the frontage of Tract
17766.
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Exhibit C
City of Grand Terrace
Landscaping and Lighting
Assessment District No. 89-1
Annexation #2
Estimated Annual Maintenance Cost
Landscape Maintenance: The total landscape area along the adjacent perimeter streets is
approximately 3,856 square feet. It is estimated that this area would cost $0.03 per square foot per
month to maintain.
Cost Estimate: 3,856 s.f. x $0.03 s.f./month x 12 month/year = $1,388/year.
Tree Trimming/Pruning: An estimated cost of trimming the trees as needed. It is estimated that tree
trimming is $65/per tree. It is estimated that tree trimming will be required in 5 years.
Cost Estimate: 6 trees x $65/ x 1 time per year = $390/year
Water Consumption: An estimated cost of $80, bi-monthly, is used for the cost of watering the
proposed landscaping in Annexation #2.
Cost Estimate: $80.00/two month period x 6 , 2 month periods =$480/year.
Electrical Use for irrigation controllers: The electrical cost is based on the minimum monthly charge
per meter.
Cost Estimate: $10/month x 12 month/year = $120/year.
Street Light: The electrical cost is based on the minimum monthly charge.
Cost Estimate: $10/month x 12 month/year = $120/year.
Publishing, Noticing, Miscellaneous: An amount of $200.00 per year is assigned for the
proportionate share of the subject incidental costs.
Cost Estimate: $200/year.
Contingencies, Administration: An amount for the incidental costs for contingencies including
engineering and legal administration. This amount is an estimate based upon the Annual Engineer’s
Report for Assessment District 89-1.
Legal: $1000
Engineering: $850
Auditor Controller: $20
Total Contingencies, Administration: $1,870
Cost Estimate: $1,388+$390 +$480+$120+$120+$200+$1870= $4,568
Total Regular Annual Maintenance Cost Estimate to establish Annual Assessment: $4,568
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Estimated Annual Maintenance Cost (continued)
CAPITAL RESERVE COST ESTIMATE
Irrigation, Landscaping, and Lighting - major repair or replacement cost estimate: A Capital
Reserve is added the annual assessment to cover non-routine maintenance costs. In the event that
any or all components of Annexation #2 need replacement or major repairs, which is above and beyond
the regular annual maintenance activities, which exceed the regular annual maintenance cost, the
Capitol Reserve will be utilized.
The landscape area consists of 3,856 square feet with underground piping and meters.
Cost Estimate: Initial Installation cost estimate: $10,000.
The Annualized Capital Reserve Cost along with the Regular Annual Maintenance cost establishes the
Maximum Annual Assessment.
Capital Reserve Assessment Estimate (assumed 20 year life):
Improvement Construction Cost Annual Reserve Amount
Irrigation & Landscaping $10,000. x 5% $500/year
Total Capital Reserve, Replacement and Major Repair Cost: $500/year
A summary of the maintenance, servicing, and incidental costs is presented in Exhibit “D”.
An escalation factor is hereby established to provide for increased maintenance costs due to inflation in
future fiscal years. The maximum annual increase shall be the current annualized Consumer Price
Index (expressed as a percent) plus two percent (2%). Said Consumer Price Index shall be the
Consumer Price Index for all Urban Consumers for the San Bernardino, Los Angeles-Riverside-Orange
County area, published by the United States Department of Labor, Bureau of labor Statistics.
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Exhibit D
City of Grand Terrace
Landscaping and Lighting
Assessment District No. 89-1
Annexation #2
Determination of Assessment and Levy Amounts
The landscape improvements maintained under this annexation will be installed per the conditions of
approval for Tract 17766. Because these landscape improvements are intended to be an “entry
statement” for the entire tract, they will provide specific and special benefit to each lot within the tract,
equally.
Therefore, the maximum annual assessment to each lot is established and based on the Regular
Annual Maintenance Costs along with the Annualized Capital Reserve Costs per Exhibit “B” divided by
the number of lots within the tract. For the first several years, it is anticipated that the cost to maintain
the assessment district will be limited to the Regular Maintenance. However, as costs rise due to major
repairs and replacement, not covered by regular maintenance, the Capital Reserve portion of the
Maximum Annual Assessment will be utilized. The annual assessment will never exceed the Maximum
Annual Assessment, including the annual escalation factor without a vote by ballot by the property
owners.
Annual Assessment Amount
Estimated Annual Maintenance and Servicing Costs:
Total Regular Annual Maintenance, Servicing and Incidental Costs: $4,568
Total Capitol Reserve Costs: $500
Total Costs to establish the Annual Assessment Amount: $5,068
Total Number of Lots: 35
Maximum Per Lot Annual Assessment Amount: $144.80
Maximum Per Lot Monthly Assessment Amount: $12.07
As explained in the Assessment District Overview section of this report, the City is establishing an
anticipated annual assessment to cover both landscaping and street lighting cost, but, would only levy
an amount to cover the cost of the energy, maintenance, and administration costs of the streetlight.
Annual levy
The following is the cost estimate for the Annual Levy:
Street light energy and maintenance: $120
Engineering Annual Engineer’s report (prorated): $350
Legal Review: $700
Auditor Controller: $20
Total Costs to establish the Annual Levy Amount: $1,190
Total Number of Lots: 35
Annual Levy Amount: $34.00
Levy Amount per lot per month: $2.83
*Excludes future escalation factors.
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Exhibit E
City of Grand Terrace
Landscaping and Lighting
Assessment District No. 89-1, Annexation #2
PROPERTY OWNER LISTING, ASSESSMENT ROLL
Property Owners: Current as of June 1, 2016
Assessor’s Parcel Number: 0275-331-01-0000 (One lot condominium with future 35
condominiums to receive separate assessor’s numbers)
LEGAL DESCRIPTION: TRACT NO. 17766 IN THE CITY OF GRAND TERRACE, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA. BEING A SUBDIVISION OF A PORTION OF LOTS 3 AND
4, BLOCK 3, MAP OF RESUBDIVISION FO GRAND TERRACE TRACT, AS PER SURVEYOR’S MAP
RECORDED IN BOOK 1 OF RECORDS OF SURVEYS, PAGE 33, RECORDS OF THE COUNTY OF
SAN BERNARDINO
OWNER: CAPITAL PACIFIC HOMES
Lot # Address APN Assessment Amount Levy Amount
1 11811 Greenbriar Lane Not Yet Assigned $144.80 $34.00
2 11813 Greenbriar Lane Not Yet Assigned $144.80 $34.00
3 11815 Greenbriar Lane Not Yet Assigned $144.80 $34.00
4 11817 Greenbriar Lane Not Yet Assigned $144.80 $34.00
5 11819 Greenbriar Lane Not Yet Assigned $144.80 $34.00
6 11821 Greenbriar Lane Not Yet Assigned $144.80 $34.00
7 11823 Greenbriar Lane Not Yet Assigned $144.80 $34.00
8 11825 Greenbriar Lane Not Yet Assigned $144.80 $34.00
9 11827 Greenbriar Lane Not Yet Assigned $144.80 $34.00
10 11829 Greenbriar Lane Not Yet Assigned $144.80 $34.00
11 11831 Greenbriar Lane Not Yet Assigned $144.80 $34.00
12 11833 Greenbriar Lane Not Yet Assigned $144.80 $34.00
13 11824 Greenbriar Lane Not Yet Assigned $144.80 $34.00
14 11826 Greenbriar Lane Not Yet Assigned $144.80 $34.00
15 11828 Greenbriar Lane Not Yet Assigned $144.80 $34.00
16 11830 Greenbriar Lane Not Yet Assigned $144.80 $34.00
17 11832 Greenbriar Lane Not Yet Assigned $144.80 $34.00
18 11834 Greenbriar Lane Not Yet Assigned $144.80 $34.00
19 11836 Greenbriar Lane Not Yet Assigned $144.80 $34.00
20 11838 Greenbriar Lane Not Yet Assigned $144.80 $34.00
21 11840 Greenbriar Lane Not Yet Assigned $144.80 $34.00
22 11842 Greenbriar Lane Not Yet Assigned $144.80 $34.00
23 11844 Greenbriar Lane Not Yet Assigned $144.80 $34.00
24 11846 Greenbriar Lane Not Yet Assigned $144.80 $34.00
25 11843 Greenbriar Lane Not Yet Assigned $144.80 $34.00
26 11845 Greenbriar Lane Not Yet Assigned $144.80 $34.00
27 11847 Greenbriar Lane Not Yet Assigned $144.80 $34.00
28 11849 Greenbriar Lane Not Yet Assigned $144.80 $34.00
29 11814 Greenbriar Lane Not Yet Assigned $144.80 $34.00
30 11816 Greenbriar Lane Not Yet Assigned $144.80 $34.00
31 11818 Greenbriar Lane Not Yet Assigned $144.80 $34.00
32 11820 Greenbriar Lane Not Yet Assigned $144.80 $34.00
33 11837 Greenbriar Lane Not Yet Assigned $144.80 $34.00
34 11839 Greenbriar Lane Not Yet Assigned $144.80 $34.00
35 11841 Greenbriar Lane Not Yet Assigned $144.80 $34.00
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RESOLUTION NO. 2016 –
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE ANNEXING TERRITORY INTO THE CITY GRAND
TERRACE LIGHTING AND LANDSCAPING ASSESSMENT DISTRICT
NO. 89-1 ORDERING IMPROVEMENTS, AND TO LEVY AND COLLECT
ASSESSMENTS PURSUANT TO THE LIGHTING AND LANDSCAPING
ACT OF 1972
THE CITY GRAND TERRACE LIGHTING AND LANDSCAPING
ASSESSMENT DISTRICT NO. 89-1, ANNEXATION #2
(Pursuant to the Landscaping and Lighting Act of 1972)
The City Council of the City of Grand Terrace hereby resolves as follows:
Section 1: The City Council has found that landscaping maintenance of certain
areas within the City is necessary to preserve the environmental and aesthetic
beauty of the City and is in the general public interest; and, on the date the City
Council adopted its Resolution Initiating Proceedings for the annexation of territory,
Annexation No. 2, into the The City Grand Terrace Lighting and Landscaping
Assessment District No. 89-1, City of Grand Terrace, San Bernardino County, State
of California, and directed the preparation and filing of an Engineer’s Report on the
proposed formation pursuant to the provisions of the Landscaping and Lighting Act
of 1972 (Part II of Division 15 of the California Streets and Highway Code).
Section 2: The Engineer for the proceedings has filed an Engineer’s Report with the
City Clerk titled Assessment District No. 89-1, Annexation #2, Engineer’s Report
(“Report”).
Section 3. This City Council has now carefully examined and reviewed the "Report"
as presented, and is satisfied with each and all of the items and documents as set
forth therein, and is satisfied that the proposed increased assessments, on a
preliminary basis, have been spread in accordance with the benefits received from
the maintenance to be performed, as set forth in said "Report
Section 4: Owners of all land within the boundaries of the proposed assessment
district have filed their consent to the formation of the proposed district without notice
or hearing, and to the adoption of the Engineer’s Report and the levy of
assessments stated therein.
Section 5: The City Council hereby orders the improvements and the formation of
the assessment district and annexation into the City Grand Terrace Lighting and
Landscape District No. 89-1 as described in the Resolution Initiating Proceedings
and in the Engineer’s Report.
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Section 6: The City Council hereby confirms the diagram and assessment contained
in the Engineers Report, and levies the assessment pursuant to Exhibit “D” of the
Engineer’s Report.
Section 7: Pursuant to applicable law, the City Clerk is hereby authorized and
directed to file a certified copy of this Resolution, and the diagrams and
assessments confirmed by this Resolution as may be required with the County
Auditor/Controller and/or County Assessor of the County of San Bernardino if such
documents are required in addition to those submitted for the levy of assessments
for the Grand Terrace Landscape and Lighting Maintenance District No. 89-1
Annexation #2 for Fiscal Year 2016/2017.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Grand
Terrace this 26th day of July 2016 by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
ATTEST:
_____________________________ ____________________________
Pat Jacquez-Nares Darcy McNaboe
City Clerk Mayor
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STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
CITY OF GRAND TERRACE )
I, Pat Jacquez-Nares, Interim City Clerk of the CITY OF GRAND TERRACE,
CALIFORNIA, DO HEREBY CERTIFY that the foregoing Resolution, being Resolution
No. 2016- ______ was duly passed, approved, and adopted by the City Council,
approved and signed by the Mayor, and attested by the City Clerk, all at the regular
meeting of said City Council held on the 26th day of July, 2016, and that the same was
passed and adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Executed this 26th day of July, 2016, at Grand Terrace, California.
_________________________________
Pat Jacquez-Nares
City Clerk for the City of Grand Terrace
[SEAL]
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Community Clean Up Day
PRESENTED BY: Yanni Demitri, Public Works Director
RECOMMENDATION: Receive an Informational Staff Report Regarding an
Upcoming Community Clean Up Day.
2030 VISION STATEMENT:
This staff report supports Goal # 2 "Maintain Public Safety" and Goal # 4 “Develop and
Implement Successful Partnerships” to ensure that our residents continue to enjoy an
outstanding quality of life.
BACKGROUND:
The City currently has a contract with Burrtec Waste Industries for trash collection from
residential, commercial, and industrial sites. Per the existing agreement, Burrtec is to
provide semi-Annual community clean-up days at no additional cost to the City.
DISCUSSION:
The upcoming event “Community Clean Up Day” will be held on September 17th, 2016
at City Hall parking lot between the hours of 8:00 AM to 12:00 Noon.
The event will be advertised by placing a notice in the residential Newsletter that will go
out with the billing in late August 2016.
The following items will be accepted:
Appliances Furniture Others
Dishwashers Chairs Bundles of lumber/
Refrigerators Couches Tree branches
Stoves Mattresses (48" max length)
Washers & Dryers Tables Toys
Water heaters Electronic Waste
The following items will not be accepted:
Tires
Hazardous Waste
Commercial waste
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FISCAL IMPACT:
This event has no fiscal impact to City.
APPROVALS:
Yanni Demitri Completed 07/19/2016 12:02 PM
Finance Completed 07/20/2016 5:09 PM
City Attorney Completed 07/20/2016 6:54 PM
City Manager Completed 07/21/2016 12:38 PM
City Council Pending 07/26/2016 6:00 PM
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Report on Code Compliance Activities for FY 2015-2016
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: Receive and File the Report.
2030 VISION STATEMENT:
This staff report supports Our Mission: “To preserve and protect our community and its
exceptional quality of life through thoughtful planning, within the constraints of fiscally
responsible government”.
BACKGROUND:
The Code Compliance Division consist of one full time code enforcement office, one
part time (18 hrs/wk) weekend Code Enforcement Specialist, and one part time (18
hrs/wk) Office Specialist. The weekend enforcement specialist began with the City in
April of this year. The full time code enforcement officer also works one Friday and
Saturday each month. Code Compliance has processed over 350 cases last year.
One of Code Compliance’s core services is enforcement of the Municipal and Zoning
Codes. During the last fiscal year, Code Compliance initiated new enforcement
strategies intended to streamline enforcement and case processing. These strategies
are based on code enforcement officers being proactive in developing strategies to
address hazards and frequently reoccurring problems; consistency in enforcement and
process and to show efficiency in resolving code enforcement issues.
DISCUSSION:
The enforcement strategy includes identified enforcement zones; focusing on quality of
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life and public safety issues; and streamlined case processing.
Code enforcement utilized the street sweeping zone map to establish inspection zones.
Over a two week period, the commercial corridor is inspected twice, and each zone of
the City is inspected once. This rotation continues so that all zones are pro-actively
inspected on a regular basis; and to ensure equitable enforcement throughout the City.
The weekend code specialist will sweep the three zones for that week, and follows up
on inspections, citations, and opens new cases as appropriate.
Enforcement within the zones focuses on quality of life and public safety issues.
Although quality of life issues are not as serious as public safety issues, they are more
frequent, require a significant amount of resources, and can significantly impact the
community if not readily addressed. Public safety issues are addressed within 24-48
hours, based on the issue.
Quality of life issues that enforcement focuses on are vehicles parked on unpaved
surfaces, inoperable vehicles, dead and overgrown vegetation, and broken windows.
These cases made-up 220 of the cases that were processed last fiscal year.
Additionally, citations are issued for commercial vehicles parked in residential zones,
vehicles for sale in public streets, and unhooked trailers/RV’s in streets.
In addition to follow up sweeping of the enforcement zones, the weekend code
enforcement activity focuses on removing garage sales signs from the pubic rights of
way, citing vehicles for sale, and other parking infractions. The weekend code specialist
has also stopped unpermitted weekend construction work.
Use of Technology
The code compliance officers have each been equipped with tablets that access the
code compliance program. This allows new cases and notes to be inputted from the
field; and photographs are automatically uploaded to the case file. The cloud-based
program automatically syncs with the code software program.
The SeeClickFix (SCF) program is primarily a tool for public works issues; but it also
allows community members to identify code enforcement issues. When a code issue is
identified through SCF, a case is opened, as appropriate.
FISCAL IMPACT:
No fiscal impact is associated with this report.
APPROVALS:
Sandra Molina Completed 07/20/2016 11:53 AM
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City Attorney Completed 07/20/2016 5:47 PM
Finance Completed 07/20/2016 6:26 PM
Sandra Molina Completed 07/20/2016 8:16 PM
City Manager Completed 07/21/2016 10:40 AM
City Council Pending 07/26/2016 6:00 PM
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AGENDA REPORT
MEETING DATE: July 26, 2016 Council Item
TITLE: Establishment of Job Classifications and Compensation for
the Planner Series
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: 1. Approve the job classifications for the Planner Series,
consisting of Planning Technician, Assistant Planner,
Associate Planner and Senior Planner; and
2. Adopt a RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE, CALIFORNIA,
RESCINDING RESOLUTIONS 2016-03 AND 2016-06
AND ESTABLISHING UPDATED
CLASSIFICATION/SALARY RANGES FOR THE
EMPLOYEES OF THE CITY OF GRAND TERRACE THAT
INCLUDES THE PLANNER SERIES.
2030 VISION STATEMENT:
This staff report supports Our Mission: “To preserve and protect our community and its
exceptional quality of life through thoughtful planning, within the constraints of fiscally
responsible government”.
BACKGROUND/DISCUSSION:
In conjunction with the Adopted 2016-2017 Budget the City Council, eliminated the part
time Planning Technician position and approved the full-time Assistant Planner position.
The purpose of this report is to establish the job classifications and salary scale for not
only the Assistant Planner, but for the Planner Series of positions, which includes the
Associate Planner and Senior Planner positions. It is common for cities to establish the
job classifications and salary scales for position series, such as maintenance workers,
engineers and planners, as it creates flexibility in organizational planning.
Mr. Barry Newton with Creative Management Solutions, Inc. prepared a Classification
and Compensation Analysis of Planning Series report (attached). The Planning
Technician and Associate Planner job classifications already exist and were modified in
keeping with the Planner Series. The reporting structures of all the planner positions
were made consistent and within supervisory lines of authority.
The approach to the salary scale is consistent with the approach taken in 2015; and that
is to establish the pay scale at the top 25% of benchmark cities. The Analysis contains
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the salary comparison with the established benchmark cities. The following is the
proposed minimum and maximum pay schedule for the Planner Series based on the
analysis prepared by Mr. Newton.
Minimum Maximum
Planning Technician* R19 $3,385.85 $4,115.52
Assistant Planner R23 $4,114.83 $5,001.60
Associate Planner* R26 $4,763.49 $5,790.05
Senior Planner R29 $5,514.90 $6,703.40
* Existing pay schedule, no change
**Adjusted from R27 schedule
FISCAL IMPACT:
The establishment of the job classifications and salary scale for the Planner Series will
not create a fiscal impact. The Assistant Planner position is already budgeted in the
2016-2017 Budget. Additionally, the adopted filing fees associated with the applications
processed in the Department ensure cost recovery for services.
ATTACHMENTS:
CC Reso - Salary Ranges_7.26.2016 (DOCX)
City of Grand Terrace Benchmark Compensation Survey 07-19-16.pdf (PDF)
Planning Technician 07-19-16 (DOC)
Assistant Planner 07-19-16 (DOC)
Associate Planner 07-19-16 (DOC)
Senior Planner 05-18-16 (DOC)
APPROVALS:
Sandra Molina Completed 07/19/2016 12:03 PM
City Attorney Completed 07/20/2016 5:45 PM
Finance Completed 07/20/2016 6:25 PM
Sandra Molina Completed 07/20/2016 8:21 PM
City Manager Completed 07/21/2016 10:35 AM
City Council Pending 07/26/2016 6:00 PM
9
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PAGE 1 OF 4
RESOLUTION NO. 2016-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE, CALIFORNIA, RESCINDING RESOLUTIONS 2016-
03 AND 2016-06 AND ESTABLISHING UPDATED
CLASSIFICATION/SALARY RANGES FOR THE EMPLOYEES OF
THE CITY OF GRAND TERRACE THAT INCLUDES THE PLANNER
SERIES
WHEREAS, the City Council of the City of Grand Terrace has determined the
need to add the salary ranges for the Planner Series, consisting of Assistant
Planner, Associate Planner and Senior Planner;
NOW THEREFORE, the City Council of the City of Grand Terrace DOES
HEREBY RESOLVE, DETERMINE, AND ORDER THE FOLLOWING:
SECTION 1. Rescission - That Resolution Nos. 2016-03 and 2016-06 are
hereby rescinded in their entirety.
SECTION 2. Classifications/Salary Ranges - That the job classifications and
salary ranges shown as Attachment A are hereby established for employees of the
City of Grand Terrace.
SECTION 3. The City Clerk shall certify to the passage and adoption of this
Resolution, and it shall take effect immediately and be in full force and effect.
PASSED, APPROVED, AND ADOPTED this 26th day of July, 2016.
ATTEST:
Darcy McNaboe, Mayor Pat Jacquez-Nares City Clerk
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PAGE 2 OF 4
I, PAT JACQUEZ-NARES, City Clerk of the City of Grand Terrace, do hereby certify
that the foregoing Resolution was introduced and adopted at a regular meeting of the
City Council of the City of Grand Terrace held on the 26th day of July, 2016 by the
following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
APPROVED AS TO FORM
Pat Jacquez-Nares Richard L. Adams II
City Clerk City Attorney
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City of Grand Terrace
Classification and Salary Range Schedule
Classification Grade MONTHLY
Step Step Step Step Step
A B C D E
Intern R10 $2,182.20 $2,291.31 $2,405.88 $2,526.17 $2,652.48
Office Assistant R11 $2,291.62 $2,406.20 $2,526.51 $2,652.84 $2,785.48
Maintenance Worker I R13 $2,526.10 $2,652.41 $2,785.03 $2,924.28 $3,070.49
Office Specialist R13 $2,526.10 $2,652.41 $2,785.03 $2,924.28 $3,070.49
Bus Driver R15 $2,785.59 $2,924.87 $3,071.11 $3,224.67 $3,385.90
Maintenance Worker II R15 $2,785.59 $2,924.87 $3,071.11 $3,224.67 $3,385.90
Finance Technician R17 $3,071.65 $3,225.23 $3,386.50 $3,555.82 $3,733.61
Department Secretary R18 $3,224.84 $3,386.08 $3,555.39 $3,733.16 $3,919.82
Maintenance Crew
Lead R19 $3,385.85 $3,555.14 $3,732.90 $3,919.54 $4,115.52
Planning Technician R19 $3,385.85 $3,555.14 $3,732.90 $3,919.54 $4,115.52
Human Resources
Technician R20 $3,554.67 $3,732.41 $3,919.03 $4,114.98 $4,320.73
Senior Finance
Technician R20 $3,554.67 $3,732.41 $3,919.03 $4,114.98 $4,320.73
Building Permit
Technician R21 $3,732.88 $3,919.52 $4,115.50 $4,321.27 $4,537.33
Code Enforcement
Specialist R21 $3,732.88 $3,919.52 $4,115.50 $4,321.27 $4,537.33
Executive Assistant R22 $3,918.89 $4,114.84 $4,320.58 $4,536.61 $4,763.44
Assistant Planner R23 $4,114.83 $4,320.57 $4,536.60 $4,763.43 $5,001.60
Senior Code
Enforcement Officer R24 $4,320.63 $4,536.66 $4,763.50 $5,001.67 $5,251.76
Financial Analyst R24 $4,320.63 $4,536.66 $4,763.50 $5,001.67 $5,251.76
Human Resources
Analyst R24 $4,320.63 $4,536.66 $4,763.50 $5,001.67 $5,251.76
Management Analyst R24 $4,320.63 $4,536.66 $4,763.50 $5,001.67 $5,251.76
Associate Planner R26 $4,763.49 $5,001.66 $5,251.74 $5,514.33 $5,790.05
Principal Accountant R27 $5,002.18 $5,252.29 $5,514.90 $5,790.65 $6,080.18
Senior Planner R29 $5,514.90 $5,790.65 $6,080.18 $6,384.19 $6,703.40
Building Official R32 $6,384.03 $6,703.23 $7,038.39 $7,390.31 $7,759.83
City Clerk R33 $6,702.92 $7,038.07 $7,389.97 $7,759.47 $8,147.44
Senior Civil Engineer R34 $7,039.00 $7,390.95 $7,760.50 $8,148.53 $8,555.95
Finance Director R38 $8,555.29 $8,983.05 $9,432.21 $9,903.82 $10,399.01
Planning & Dev.
Services Director R40 $9,432.96 $9,904.60 $10,399.83 $10,919.83 $11,465.82
Community
Development Director R42 $10,399.84 $10,919.84 $11,465.83 $12,039.12 $12,641.07
Public Works Director R42 $10,399.84 $10,919.84 $11,465.83 $12,039.12 $12,641.07
Assistant City Manager R43 $10,918.82 $11,464.76 $12,038.00 $12,639.90 $13,271.89
City Manager is hired under contract.
ATTACHMENT A
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City of Grand Terrace
Classification and Salary Range Schedule
Classification Grade HOURLY
Step Step Step Step Step
A B C D E
Intern R10 $12.5896 $13.2191 $13.8801 $14.5741 $15.3028
Office Assistant R11 $13.2209 $13.8819 $14.5760 $15.3048 $16.0701
Maintenance Worker I R13 $14.5737 $15.3023 $16.0675 $16.8708 $17.7144
Office Specialist R13 $14.5737 $15.3023 $16.0675 $16.8708 $17.7144
Bus Driver R15 $16.0707 $16.8742 $17.7180 $18.6038 $19.5340
Maintenance Worker II R15 $16.0707 $16.8742 $17.7180 $18.6038 $19.5340
Finance Technician R17 $17.7211 $18.6071 $19.5375 $20.5143 $21.5401
Department Secretary R18 $18.6049 $19.5351 $20.5119 $21.5375 $22.6143
Maintenance Crew
Lead R19 $19.5338 $20.5104 $21.5360 $22.6128 $23.7434
Planning Technician R19 $19.5338 $20.5104 $21.5360 $22.6128 $23.7434
Human Resources
Technician R20 $20.5077 $21.5331 $22.6098 $23.7403 $24.9273
Senior Finance
Technician R20 $20.5077 $21.5331 $22.6098 $23.7403 $24.9273
Building Permit
Technician R21 $21.5358 $22.6126 $23.7432 $24.9304 $26.1769
Code Enforcement
Specialist R21 $21.5358 $22.6126 $23.7432 $24.9304 $26.1769
Executive Assistant R22 $22.6090 $23.7395 $24.9264 $26.1728 $27.4814
Assistant Planner R23 $23.7394 $24.9264 $26.1727 $27.4813 $28.8554
Senior Code
Enforcement Officer R24 $24.9267 $26.1731 $27.4817 $28.8558 $30.2986
Financial Analyst R24 $24.9267 $26.1731 $27.4817 $28.8558 $30.2986
Human Resources
Analyst R24 $24.9267 $26.1731 $27.4817 $28.8558 $30.2986
Management Analyst R24 $24.9267 $26.1731 $27.4817 $28.8558 $30.2986
Associate Planner R26 $27.4817 $28.8557 $30.2985 $31.8134 $33.4041
Principal Accountant R27 $28.8587 $30.3017 $31.8167 $33.4076 $35.0780
Senior Planner R29 $31.8167 $33.4076 $35.0780 $36.8319 $38.6735
Building Official R32 $36.8310 $38.6725 $40.6061 $42.6364 $44.7683
City Clerk R33 $38.6707 $40.6042 $42.6344 $44.7662 $47.0045
Senior Civil Engineer R34 $40.6096 $42.6401 $44.7721 $47.0107 $49.3613
Finance Director R38 $49.3574 $51.8253 $54.4166 $57.1374 $59.9943
Planning & Dev.
Services Director R40 $54.4209 $57.1419 $59.9990 $62.9990 $66.1489
Community
Development Director R42 $59.9991 $62.9991 $66.1490 $69.4565 $72.9293
Public Works Director R42 $59.9991 $62.9991 $66.1490 $69.4565 $72.9293
Assistant City Manager R43 $62.9932 $66.1429 $69.4500 $72.9225 $76.5686
City Manager is hired under contract.
ATTACHMENT A
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_____________________________________________________________________________
Creative Management Solutions, Inc. 8205 East Somerset Anaheim, CA 92808-2315
July 19, 2016
G. Harold Duffey, City Manager
CITY OF GRAND TERRACE
22795 Barton Road
Grand Terrace, CA 92313
CLASSIFICATION AND COMPENSATION
ANALYSIS OF PLANNING SERIES
Dear Mr.Duffey:
We have conducted a classification and compensation analysis of the professional
and technical . As part of this assessment, we have developed new
class specifications and provided appropriate matches for available market survey data for
the series. Pay ranges have been proposed for each job market
position and existing salary schedules and proposed pay grades as well as additional
range values that do not appear on the earlier resolution.
This analysis has been administered by Creative Management Solutions, Inc., an
independent classification and compensation consulting firm. Our recommendations are
presented on the next page of this report. Please advise me if you should have any
questions by contacting me at barry@creativemgtsolutions.com or at (714) 281-7300.
Sincerely,
Barry C. Newton
Barry C. Newton, CCP, SPHR, Managing Director
Creative Management Solutions, Inc. (CMS)
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City of Grand Terrace Job Analysis &Compensation Report:Planning Series CMS 07-19-16__________
ÝÓÍ Ð¿¹» î
SSTTUUDDYY AANNAALLYYSSIISS AANNDD RREECCOOMMMMEENNDDAATTIIOONNSS
The Consultant has worked with the City to developed new class specifications for
the professional and technical planning series based on the duties and responsibilities
presented by the City Manager and department head:
Planning Technician
Assistant Planner
Associate Planner
Senior Planner
As part of the analysis, the Consultant completed available salary benchmark
comparisons by using the
the City-wide Compensation Study in 2014.
The latest market survey data was collected in June, 2016.
evaluation factors, internal salary relationships, and salary schedule were also considered
as part of the analysis. These City job evaluation factors were previously defined include
job impact, scope of responsibility, decision-making, knowledge and skills, interpersonal
communications, and supervision exercised and received.
The proposed range assignments are designed to achieve internal pay equity and
The simulated rate range
Based on Market Target Position:
at the 25th percentile of the marketplace based on the methodology established in 2015:
Job Classification Market
Target
Grade Range
Minimum
Range
Maximum
Planning Technician $4,125 R19 $3,386 $4,116
Assistant Planner $4,961 R23
Simulated
$4,115 $5,002
Associate Planner (current =R27)$5,790 R26
Simulated
$4,763 $5,790
Senior Planner $6,529 R29
Simulated
$5,515 $6,705
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Creative Management Solutions, Inc.
1/1
JOB
MODIFIER
Not Comparable
Not Comparable
Senior Planner
=
$6,456
$7,848
01/01/16
Senior Planner
=
$6,403
$8,580
12/15/15
Senior Planner
=
$5,750
$6,989
7/1/16
Senior Planner
=
$5,490
$6,674
2/21/16
Senoir Planner
$6,729
$8,589
7/1/15
Senior Planner
=
$6,252
$8,383
7/1/14
Senior Planner
=
$6,277
$8,837
1/6/16
Senior Planner
=
$5,502
$6,688
7/1/16
Not Comparable
Senior Planner
=
$6,542
$8,350
7/1/16
Senior Planner
=
$5,532
$7,414
7/1/14
Not Comparable
NAME OF SURVEY AGENCY
Benchmark Job Classification
RANGE MINIMUM/
ENTRY STEP
RANGE MAXIMUM/
TOP STEP
SALARY RANGE
EFFECTIVE
DATE
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Planning Technician Page 1/4
Planning Technician
Department/Division: Community Development/Planning
Reports To: Director of Planning and Development Services
or Senior Planner
Provides Direction To: Not Applicable
FLSA Exemption Status: Non-Exempt
Date Prepared: July 19, 2016
GENERAL PURPOSE
Under general supervision, performs public service and technical work at the public
counter; responds to requests for documents and information; reviews and processes
applications for services, issues permits, and calculates and processes fees; receives,
files and maintains records of documents, maps and other materials; and performs other
related duties as assigned.
DISTINGUISHING CHARACTERISTICS
The Planning Technician is flexibly staffed classification and positions may be filled at
either the Planning Technician or Assistant Planner level based on work requirements and
the incumbent qualifications. Incumbents perform complex tasks and assignments of
limited to moderate difficulty within the design and framework established by the Director
of Planning and Development Services. The Planning Technician requires lesser
responsibility, specialized knowledge, and decision-making authority than professional and
managerial classifications in this series.
ESSENTIAL FUNCTIONS
The duties listed below are intended only as illustrations of the various types of work that
may be performed. The omission of specific statements of duties does not exclude them
from the position if the work is similar, related, or a logical assignment to the class.
1. Responds to inquiries at public counter; explains local ordinances and planning
policies, State laws, and planning procedures.
2. Receives and processes a variety of development applications such as land use, home
occupation, sign permits, project applications; reviews for completeness and accuracy;
calculates planning fees; delivers applications to appropriate staff.
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3. Works on assigned planning projects; works with applicants and agency
representatives; assists with coordinating planning projects with other City
departments.
ESSENTIAL FUNCTIONS (continued)
4. Assists in preparing professional staff reports and presentations for the Planning
Commission.
5. Conducts basic research related to planning and zoning codes and fees.
6. Processes over-the-counter building permit applications; reviews applications for
completeness; enters data in permit processing system; calculates fees; issues permits
and job cards; and explains inspection process.
7. Processes dog license applications; issues licenses.
8. Processes facility rental applications and fees.
9. Performs tenant improvement and other routine plan checks for zoning compliance.
10. Reviews applications for CEQA (California Environmental Quality Act) compliance prior
to preparing environmental applications; prepares CEQA exemptions in accordance
with departmental standards and management review; prepares related environmental
records and documentation.
QUALIFICATIONS GUIDELINES
Knowledge of:
City’s Municipal Code provisions pertaining to planning checks and zoning, building,
and construction practices; basic building and construction methods, techniques and
materials; animal control fees and requirements; City facility reservation procedures
and requirements; basic symbols and conventions found in engineering plans and
drawings; record keeping principles and practices; standard business math; research
methods involving the use of department databases; principles and practices of report
preparation; customer service methods and techniques.
Ability to:
Operate computer hardware and use word processing, spreadsheet, database
software applications programs; interpret and apply applicable sections of the City’s
Municipal Code; follow oral and written directions; interact effectively with property
owners, contractors, developers, engineers, staff, and management; make accurate
9.c
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arithmetic computations to determine and collect fees and balance cash received;
communicate clearly and effectively orally and in writing; prepare clear, accurate and
concise records and reports; maintain accurate records; exercise tact and diplomacy.
Education/Training/Experience:
Bachelor’s degree from an accredited four-year college or university with a major in
Urban Planning or a closely related field or one year of experience in planning support
and interpreting building and construction codes in a public or private planning
organization is required.
Licenses; Certificates; Special Requirements:
Valid Class C California driver’s license, acceptable driving record, and proof of
insurance in compliance with the City’s Vehicle Insurance Policy standards.
In accordance with California Government Code Section 3100, City of Grand Terrace
employees, in the event of a disaster, are considered disaster service workers and may
be asked to protect the health, safety, lives, and property of the people of the State.
PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must
be met by employees to successfully perform the essential functions of this class.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Physical Demands
While performing the duties of this class, the employee is constantly required to sit,
and occasionally to stand and walk. Finger dexterity and light grasping is required to
operate computer hardware and standard office equipment; and reaching with hands
and arms above and below shoulder level is necessary to access files and records.
The employee occasionally lifts and carries records and documents, typically weighing
less than 25 pounds.
Sensory demands include the ability to see, talk, and hear and use electronic touch
keypads.
Mental Demands
While performing the duties of this class, employees are regularly required to use
written and oral communication skills; read and interpret data, information and
documents; analyze and solve problems; observe and interpret situations; learn and
apply new information or skills; perform highly detailed work; work on multiple,
concurrent tasks; work with frequent interruptions; work under intensive deadlines; and
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interact with staff, management, vendors, contractors, the public, and others
encountered in the course of work.
WORK ENVIRONMENT
The employee frequently works in office conditions with controlled temperature settings.
The noise level is moderate, typically below 70 decibels.
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Assistant Planner Page 1/4
Assistant Planner
Department/Division: Community Development/Planning
Reports To: Director of Planning and Development
Services
Provides Direction To: Not Applicable
FLSA Exemption Status: Exempt
Date Prepared: July 19, 2016
GENERAL PURPOSE
Under general supervision, performs entry-level professional planning and land use work
by interpreting and implementation of the Zoning Ordinance and General Plan;
administers planning projects; and performs other related work as assigned.
DISTINGUISHING CHARACTERISTICS
The Assistant Planner is flexibly staffed classification and positions may be filled at either
the Planning Technician or Assistant Planner level based on work requirements and the
incumbent qualifications. The Assistant Planner is distinguished from the Associate
Planner by its performance of routine tasks in current and advance planning that are more
routine and less complex in nature and scale and require lesser independent judgment.
The Assistant Planner is differentiated from the Planning Technician by its knowledge of
professional planning principles and practices.
ESSENTIAL FUNCTIONS
The duties listed below are intended only as illustrations of the various types of work that
may be performed. The omission of specific statements of duties does not exclude them
from the position if the work is similar, related, or a logical assignment to the class.
1. Provides counter support to address zoning, planning, and building code questions;
discusses basic modifications that might be needed to meet City requirements and
other types of regulatory and design standards.
2. Works with architects, builders, contractors, engineers, and the general public to
explain City development policies and standards.
3. Collects development information and prepares development activity reports.
4. Processes land use and home occupancy permits for compliance with zoning codes
and the General Plan; reviews permits for completeness, accuracy and conformance
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Assistant Planner Page 2/4
with code requirements; conducts site inspections, as needed to verify compliance with
conditions for plan approval.
ESSENTIAL FUNCTIONS (continued)
5. Reviews specific development proposals and site and elevation plans with developers
and discusses with senior planning staff to identify requirements; reviews building
plans, parcel maps, and subdivision proposals for smaller scale projects for
conformance with State and local regulations, and obtains data for recommendations.
6. Drafts staff reports and agenda items; develops supporting exhibits and information
needed for plan check reports, resolutions, and permits.
7. Conducts field inspections of planning sites to determine special conditions.
8. Reviews miscellaneous applications such as film permits, occupancy permits,
temporary use permits, to determine whether projects meet conditions for approval.
9. May assist with compiling data for land use studies and related field investigations and
assembling data for planning studies.
QUALIFICATIONS GUIDELINES
Knowledge of:
Municipal Code, Zoning Code, California Environmental Quality Act, and Subdivision Map
Act; land use, physical design, and architectural design standards; economic,
environmental, and/or social concepts in the planning process; principles of urban
planning and development; site planning, landscaping, and architectural design practices;
report preparation and presentation methods; research methods; terminology, symbols,
methods, techniques and instruments used in geo-based information systems; customer
service practices.
Ability to:
Understand, explain, and interpret local development standards, regulations, and
requirements; read and check architectural and building plans for conformance with land
use, architectural and zoning regulations; manage projects; interpret maps, site and
building plans and specifications, graphs, and statistical data; prepare clear maps, graphs,
and illustrations; make effective presentations; operate modern office equipment and
computer hardware; use word processing, spreadsheet, graphics, and mapping software;
prepare clear and concise technical documents, reports, correspondence and other written
materials; communicate effectively both orally and in writing; establish and maintain
effective working relationships with staff, management, developers, contractors, officials,
general public, and other parties.
9.d
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Education/Training/Experience:
Bachelor’s Degree in Public Administration, Urban Planning, or a closely related field is
required. One year of responsible professional and technical planning experience is
required.
Licenses, Certificates; Special Requirements:
Possession of a valid Class C California driver’s license, acceptable driving record, and
proof of auto insurance in compliance with the City’s Vehicle Insurance Policy standards.
Ability to work extended hours to attend City functions and meetings.
In accordance with California Government Code Section 3100, City of Grand Terrace
employees, in the event of a disaster, are considered disaster service workers and may be
asked to protect the health, safety, lives, and property of the people of the State.
PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must
be met by employees to successfully perform the essential functions of this class.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Physical Demands
While performing the duties of this class, the employee is constantly required to sit,
and occasionally to stand and walk. Finger dexterity and light grasping is required to
handle, feel, or operate computer hardware and standard office equipment; and reach
with hands and arms above and below shoulder level. The employee occasionally
bends, stoops, lifts, and carries records and documents, typically weighing less than 20
pounds.
Sensory demands include the ability to see within normal range, and talk, and hear,
and use electronic touch keypads.
Mental Demands
While performing the duties of this class, the employee is regularly required to use oral
and written communication skills; read and interpret data; thoroughly analyze and solve
problems; exercise sound judgment in the absence of specific guidelines; use math and
mathematical reasoning; establish priorities and work on multiple assignments and
projects concurrently; meet project deadlines given interruptions; and interact
appropriately with staff, management, developers, contractors, architects, the general
public, and others in the course of work.
9.d
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WORK ENVIRONMENT
The employee frequently works in an office environment with controlled temperature
settings. The noise level is moderate, typically below 70 decibels.
The employee occasionally works in a field environment and is required to drive in traffic
to various project and meeting sites and may encounter dust, debris, and variable weather
conditions.
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Associate Planner Page 1/4
Associate Planner
Department/Division: Community Development/Planning
Reports To: Director of Planning and Development
Services
Provides Direction To: May provide technical direction to
Planning Technician, Interns or Volunteers
FLSA Exemption Status: Exempt
Date Prepared: July 19, 2016
GENERAL PURPOSE
Under general supervision, performs journey-level professional planning by facilitating land
use development through interpretation and implementation of the Zoning Ordinance and
General Plan; administers planning projects, prepares or reviews planning studies, and
makes presentations to Planning Commission; and performs other related work as
assigned.
DISTINGUISHING CHARACTERISTICS
The Associate Planner is flexibly staffed classification and positions may be filled at either
the Assistant Planner or Associate Planner level based on work requirements and the
incumbent qualifications. The Associate Planner works on more varied assignments than
the Assistant Planner and uses writing and analytical skills to a greater extent. The
Associate Planner is distinguished from the Senior Planner, which performs larger scale
studies and manages projects of higher complexity and sensitivity. The Associate Planner
may provide limited direction to Interns and Volunteers.
ESSENTIAL FUNCTIONS
The duties listed below are intended only as illustrations of the various types of work that
may be performed. The omission of specific statements of duties does not exclude them
from the position if the work is similar, related, or a logical assignment to the class.
1. Provides service to internal and external customers; reviews and analyzes specific
development project applications and determines applicability of planning, zoning, and
building codes, and the types of modifications that might be needed to meet City
requirements and other types of regulatory and design standards.
2. Researches and prepares proposed revisions to sign ordinances and zoning
ordinances.
3. Administers long-range property management plan.
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ESSENTIAL FUNCTIONS (continued)
4. Performs plan check functions for development projects and homeowner
improvements; receives and reviews applications for planning permits for
completeness, accuracy and conformance with code requirements; conducts site
inspections, as needed to verify compliance with conditions for plan approval.
5. Confers with and advises architects, builders, contractors, engineers, and the general
public regarding City development policies and standards.
6. Reviews development proposals and works with developers to reach agreement on
acceptable site and elevation plans in cooperation with senior planning staff; reviews
building plans, parcel maps, and subdivision proposals for conformance with State and
local regulations, and compiles reports containing recommendations.
7. Prepares and reviews staff reports and agenda items; develops supporting exhibits in
making presentations to the Planning Commission and the City Council; compiles and
reviews information related to plan check reports, resolutions, and permits.
8. Compiles and coordinates the compilation of data for land use studies and related field
investigations; prepares and coordinates special planning, zoning, and environmental
studies; prepares reports and findings.
9. Conducts field inspections of planning sites to determine special conditions.
10. Reviews miscellaneous applications such as film permits, occupancy permits,
temporary use permits, to determine whether projects meet conditions for approval.
11. Attends and reports upon professional meetings and conferences.
12. May provide work direction to technical staff conducting research of codes, ordinances,
development standards, and planning surveys.
QUALIFICATIONS GUIDELINES
Knowledge of:
Municipal Code, Zoning Code, California Environmental Quality Act, and Subdivision Map
Act; land use, physical design, and architectural design standards; economic, principles
and practices of urban design; environmental, and/or social concepts in the planning
process; site planning and landscape and architectural design; project management
practices; report preparation and presentation methods; principles of leadership; research
methods; terminology, symbols, methods, techniques and instruments used in geo-based
information systems; customer service practices.
9.e
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Ability to:
Understand, explain, and interpret local development standards, regulations, and
requirements; read and check architectural and building plans for conformance with land
use, architectural and zoning regulations; manage projects; interpret maps, site and
building plans and specifications, graphs, and statistical data; prepare clear maps, graphs,
and illustrations; make effective presentations; operate modern office equipment and
computer hardware; use word processing, spreadsheet, graphics, and mapping software;
prepare clear and concise technical documents, reports, correspondence and other written
materials; communicate effectively both orally and in writing; establish and maintain
effective working relationships with staff, management, developers, contractors, officials,
general public, and other parties.
Education/Training/Experience:
Bachelor’s Degree in Public Administration, Urban Planning, or a closely related field is
required. Three years of responsible professional planning experience is required,
preferably supplemented by prior technical and internship work.
Licenses, Certificates; Special Requirements:
Possession of a valid Class C California driver’s license, acceptable driving record, and
proof of auto insurance in compliance with the City’s Vehicle Insurance Policy standards.
Ability to work extended hours to attend City functions and meetings.
In accordance with California Government Code Section 3100, City of Grand Terrace
employees, in the event of a disaster, are considered disaster service workers and may be
asked to protect the health, safety, lives, and property of the people of the State.
9.e
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PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must
be met by employees to successfully perform the essential functions of this class.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Physical Demands
While performing the duties of this class, the employee is constantly required to sit,
and occasionally to stand and walk. Finger dexterity and light grasping is required to
handle, feel, or operate computer hardware and standard office equipment; and reach
with hands and arms above and below shoulder level. The employee occasionally
bends, stoops, lifts, and carries records and documents, typically weighing less than 20
pounds.
Sensory demands include the ability to see within normal range, and talk, and hear,
and use electronic touch keypads.
Mental Demands
While performing the duties of this class, the employee is regularly required to use oral
and written communication skills; read and interpret data; thoroughly analyze and solve
problems; exercise sound judgment in the absence of specific guidelines; use math and
mathematical reasoning; establish priorities and work on multiple assignments and
projects concurrently; meet project deadlines given interruptions; and interact
appropriately with staff, management, developers, contractors, architects, the general
public, and others in the course of work.
WORK ENVIRONMENT
The employee frequently works in an office environment with controlled temperature
settings. The noise level is moderate, typically below 70 decibels.
The employee occasionally works in a field environment and is required to drive in traffic
to various project and meeting sites and may encounter dust, debris, and variable weather
conditions.
9.e
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Senior Planner Page 1/4
Senior Planner
Department/Division: Planning and Development
Services/Planning
Reports To: Planning and Development Services
Director
Provides Direction To: Provides lead direction to Associate
Planner, Assistant Planner, and
Technician, Interns or Volunteers
FLSA Exemption Status: Exempt
Date Prepared: May 18, 2016
GENERAL PURPOSE
Under general supervision, performs senior-level professional planning by leading major
land use projects and overseeing current and advanced planning studies related to Zoning
Ordinance, environmental assessments, and General Plan; reviews and supervises the
work of planning staff and consultants; makes presentations to Planning Commission; and
performs other related work as assigned.
DISTINGUISHING CHARACTERISTICS
The Senior Planner is differentiated from the Associate Planner based on the complexity
of analysis, sensitivity of interfaces, and scale and diversity of projects that are
administered. The Senior Planner is expected to assist professional and technical staff in
organizing and writing reports and reviewing recommendations for consistency with City
precedents and statutory requirements and provides work tasks to Interns and Volunteers.
ESSENTIAL FUNCTIONS
The duties listed below are intended only as illustrations of the various types of work that
may be performed. The omission of specific statements of duties does not exclude them
from the position if the work is similar, related, or a logical assignment to the class.
1. Organizes, plans, assigns, schedules, and reviews the work of professional, technical,
and support planning staff and volunteers; critiques, edits, and modifies reports to
incorporate technical corrections, additional factors, and other elements of significance
to the Planning Commission and City Council.
2. Reviews and analyzes specific development project applications and determines
applicability of planning, zoning, housing, and building codes, and the types of
modifications that might be needed to meet City requirements and other types of
regulatory and design standards; provides counter service to assist parties with
questions.
9.f
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ESSENTIAL FUNCTIONS (continued)
3. Administers General Plan and Housing Element and planned updates; researches,
prepares, and evaluates the impacts of proposed revisions to sign ordinances and
zoning ordinances.
4. Writes and reviews proposed updates and amendments in Zoning Code and other
codes and ordinances with Planning and Development Services Director and affected
parties; oversees long-range property management plan.
5. Confers with and advises architects, builders, contractors, engineers, and the general
public regarding City development policies and standards.
6. Reviews major development proposals with more specialized conditions and
environmental, design, land use, and traffic circulation impacts; reviews and negotiates
changes in building plans, parcel maps, and subdivision proposals for conformance
with State and local regulations, and compiles reports containing recommendations.
7. Performs plan check functions for development projects and homeowner
improvements; receives and reviews applications for planning permits for
completeness, accuracy and conformance with code requirements; conducts site
inspections, as needed to verify compliance with conditions for plan approval.
8. Prepares staff reports and agenda items and makes presentations to the Planning
Commission and the City Council; compiles and reviews information related to plan
check reports, resolutions, and permits.
9. Evaluates data for land use studies and related field investigations; prepares,
analyzes, and presents special planning, zoning, and environmental studies and works
directly with consultants.
10. Conducts site inspections, as needed, to verify site conditions and compliance with
conditions for plan approval.
11. Attends and reports upon professional meetings and conferences and analyzes
federal, State, and regional legislation affecting City practices.
QUALIFICATIONS GUIDELINES
Knowledge of:
Municipal Code, General Plan, Zoning Code, Housing Elements, Transportation, California
Environmental Quality Act, and Subdivision Map Act; land use, physical design, and
architectural design standards; economic principles and practices of urban design;
environmental, and/or social concepts in the planning process; site planning and
landscape and architectural design; principles of supervision and leadership; project
management practices; contract administration; report preparation and presentation
methods; research methods; terminology, symbols, methods, techniques and instruments
used in geo-based information systems; customer service practices.
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Ability to:
Recommend, explain, and interpret local development standards, regulations, and
requirements; read and check architectural and building plans for conformance with land
use, architectural and zoning regulations; manage projects; negotiate and administer
professional services agreements; interpret maps, site and building plans and
specifications, graphs, and statistical data; prepare clear maps, graphs, and illustrations;
make effective presentations; operate modern office equipment and computer hardware;
use word processing, spreadsheet, graphics, and mapping software; prepare clear and
concise technical documents, reports, correspondence and other written materials;
communicate effectively both orally and in writing; establish and maintain effective working
relationships with staff, management, developers, contractors, officials, community
groups, general public, and other parties.
Education/Training/Experience:
Bachelor’s Degree in Public Administration, Urban Planning, or a closely related field is
required. A Master’s degree in Urban Planning or a related field is desirable. Five years of
responsible lead and professional planning experience is required in current and
advanced planning and involving a diverse range of planning studies and land use projects
involving residential, commercial, and industrial uses, including business attraction,
historical preservation, housing rehabilitation.
Licenses, Certificates; Special Requirements:
Possession of a valid Class C California driver’s license, acceptable driving record, and
proof of auto insurance in compliance with the City’s Vehicle Insurance Policy standards.
Ability to work extended hours to attend City functions and meetings.
In accordance with California Government Code Section 3100, City of Grand Terrace
employees, in the event of a disaster, are considered disaster service workers and may be
asked to protect the health, safety, lives, and property of the people of the State.
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PHYSICAL AND MENTAL DEMANDS
The physical and mental demands described here are representative of those that must
be met by employees to successfully perform the essential functions of this class.
Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Physical Demands
While performing the duties of this class, the employee is constantly required to sit,
and occasionally to stand and walk. Finger dexterity and light grasping is required to
handle, feel, or operate computer hardware and standard office equipment; and reach
with hands and arms above and below shoulder level. The employee occasionally
bends, stoops, lifts, and carries records and documents, typically weighing less than 20
pounds.
Sensory demands include the ability to see within normal range, and talk, and hear,
and use electronic touch keypads.
Mental Demands
While performing the duties of this class, the employee is regularly required to use oral
and written communication skills; read and interpret data; thoroughly analyze and solve
problems; exercise sound judgment in the absence of specific guidelines; use math and
mathematical reasoning; establish priorities and work on multiple assignments and
projects concurrently; meet project deadlines given interruptions; and interact
appropriately with staff, management, developers, contractors, architects, the general
public, and others in the course of work.
WORK ENVIRONMENT
The employee frequently works in an office environment with controlled temperature
settings. The noise level is moderate, typically below 70 decibels.
The employee occasionally works in a field environment and is required to drive in traffic
to various project and meeting sites and may encounter dust, debris, and variable weather
conditions.
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