09/13/2016CITY OF GRAND TERRACE
CITY COUNCIL
AGENDA ● SEPTEMBER 13, 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 – NONE
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.
Agenda Grand Terrace City Council September 13, 2016
City of Grand Terrace Page 2
1. Waive Full Reading of Ordinances on Agenda
DEPARTMENT: CITY CLERK
2. Approval of Minutes – Regular Meeting – 07/12/2016
DEPARTMENT: CITY CLERK
3. Approval of Minutes – Regular Meeting – 07/26/2016
DEPARTMENT: CITY CLERK
4. Approval of Minutes – Regular Meeting – 08/23/2016
DEPARTMENT: CITY CLERK
5. Monthly Financial Report for June 2016
RECOMMENDATION:
Receive and file the Monthly Financial Report for the period ending June 30, 2016.
DEPARTMENT: FINANCE
6. Amendment No. 1 to the Maintenance Service Agreement Between the City of Grand
Terrace and Santa Fe Building Maintenance
RECOMMENDATION:
Approve Amendment No. 1 to the Maintenance Service Agreement between Santa Fe
Building Maintenance and the City of Grand Terrace to expand the scope of work to
include restroom cleaning services at the Annex Building.
DEPARTMENT: PUBLIC WORKS
7. Award of September 2016 Community Benefit Funds
RECOMMENDATION:
Approve the award of $671.11 from the City’s Community Benefits Fund to the Terrace
View Elementary School PTA to cover the cost of educational student activity booklets
for the PTA’s Red Ribbon Week.
DEPARTMENT: FINANCE
Agenda Grand Terrace City Council September 13, 2016
City of Grand Terrace Page 3
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.
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.
All Public Hearings will be conducted following this format:
a) Public Hearing opened
b) Written communication
c) City Council questions/staff comments
d) Applicant's comments (applicant not limited to 3 minutes)
e) Oral - favor and opposition (speakers limited to 3 minutes)
f) Applicant’s rebuttal (applicant not limited to 3 minutes)
g) Public Hearing closed
h) City Council deliberation
8. Approval of Tentative Parcel Map 16-02 (Tentative Parcel Map No. 19384) And
Environmental 16-06 Located at 12569 Michigan Street
RECOMMENDATION:
1. Conduct a public hearing, and
Agenda Grand Terrace City Council September 13, 2016
City of Grand Terrace Page 4
2. Adopt a RESOLUTION OF THE CITY COUNCIL ADOPTING AN
ENVIRONMENTAL EXEMPTION AND APPROVING TENTATIVE PARCEL MAP
16-02 (TENTATIVE PARCEL MAP NO. 19384), A SUBDIVISION OF A 0.50-ACRE
PARCEL INTO TWO SINGLE FAMILY LOTS LOCATED AT 12569 MICHIGAN
STREET
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
F. UNFINISHED BUSINESS - NONE
G. NEW BUSINESS
9. Purchase Order for Honeywell Building Solutions
RECOMMENDATION:
1. Approve a Purchase Order for Maintenance Services by Honeywell Building
Solutions in the amount of $25,102.12.
2. Authorize the City Manager to execute the Purchase Order with Honeywell.
DEPARTMENT: PUBLIC WORKS
10. Adoption of 2016 Building Codes
RECOMMENDATION:
Waive further reading and Introduce AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE, CALIFORNIA, AMENDING SECTION 15.08.010
OF CHAPTER 15.08 (BUILDING CODE), SECTION 15.10.010 OF CHAPTER 15.10
(RESIDENTIAL CODE), SECTION 15.12.010 OF CHAPTER 15.12 (ELECTRICAL
CODE), SECTION 15.16.010 OF CHAPTER 15.16 (PLUMBING CODE), SECTION
15.17.010 OF CHAPTER 15.17 (GREEN BUILDING STANDARDS), AND SECTION
15.20.010 OF CHAPTER 15.20 (MECHANICAL CODE) OF TITLE 15 (BUILDINGS
AND CONSTRUCTION) OF THE GRAND TERRACE MUNICIPAL CODE, ADOPTING
THE 2016 CALIFORNIA BUILDING CODE, INCLUDING THE 2016 CALIFORNIA
REFERENCED STANDARD CODE, 2016 CALIFORNIA RESIDENTIAL CODE, 2016
CALIFORNIA ELECTRICAL CODE, 2016 CALIFORNIA PLUMBING CODE, 2016
CALIFORNIA GREEN BUILDING STANDARDS CODE, AND 2016 CALIFORNIA
MECHANICAL CODE
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
11. Authorize City Manager to Execute Purchase Agreement (Escrow Documents) for
22273 Barton Road and Make the Appropriations Necessary for Said Purchase and the
Demolition of All Structure on the Property
Agenda Grand Terrace City Council September 13, 2016
City of Grand Terrace Page 5
RECOMMENDATION:
1. Authorize the City Manager to Complete Purchase and Sales Agreement with
property owner of 22273 Barton Road (APN No. 1167-231-02) for the Acquisition of
said property in the amount of $820,000 (including closing costs) once conformance
with the General Plan has been granted by the Planning Commission; and
2. Authorize Appropriations of $900,000 in the 2016/17 Fiscal Year budget to fund the
purchase of the aforementioned property and to cover the cost of demolition to clear
the existing property of all structures, which will be procured in compliance with the
purchasing and environmental policies.
DEPARTMENT: CITY MANAGER
12. Appointment of Planning Commission Members to the Planning Commission
RECOMMENDATION:
1. Re-appoint incumbents Thomas Comstock and Tara Ceseña to the Planning
Commission for four year terms ending on June 30, 2020; and
2. Interview the three remaining candidates and appoint one candidate to complete the
remainder of the vacant term that expires on June 30, 2018.
DEPARTMENT: PLANNING & DEVELOPMENT SERVICES
H. CITY MANAGER COMMUNICATIONS
I. CLOSED SESSION - NONE
ADJOURN
The Next Regular City Council Meeting will be held on Tuesday, September 27, 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.
This page left intentionally blank.
CITY OF GRAND TERRACE
CITY COUNCIL
MINUTES ● JULY 12, 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 called the City Council Meeting to order at 6:00 p.m.
Invocation was given by Dr. Mustafa Kudo of the Islamic Center of Riverside.
Pledge of Allegiance was led by Alessandra Sorace. Ms. Sorace also sang America the
Beautiful.
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 Absent
G. Harold Duffey City Manager Present
Pat Jacquez-Nares City Clerk Present
Richard Adams City Attorney Present
Linda Phillips Child Care Present
Yanni Demitri Public Works Director Present
Sandra Molina Planning & Development Services Director Present
Cynthia Fortune Finance Director Present
Steve Lasiter Battalion Chief Present
Doug Wolfe Lieutenant Present
Adreane Freeman Management Analyst Present
A. SPECIAL PRESENTATIONS
Presentation of a Commendation and Certificates to the Grand Terrace High School
Girls Softball Team for their CIF Division III Championship
Mayor McNaboe presented the Commendation to Coach Bobby Flores and individual
certificates were presented to the players.
Coach Flores thanked the Mayor and City Council for their support and for honoring
them with this presentation.
2
Packet Pg. 6
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 2
Presentation from Lt. Doug Wolfe, San Bernardino County Sheriff's Department, on the
Fourth of July Fireworks Statistics.
Mayor McNaboe stated that this presentation was rescheduled to the August 9, 2016
City Council Meeting.
B. CONSENT CALENDAR
APPROVED ALL CONSENT CALENDAR ITEMS
RESULT: APPROVED [UNANIMOUS]
MOVER: Doug Wilson, Council Member
SECONDER: Jackie Mitchell, Council Member
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Doug Wilson
ABSENT: Bill Hussey
1. Waive Full Reading of Ordinances on Agenda
WAIVED FULL READING ON ALL ORDINANCES ON THE AGENDA
2. Approval of Check Register No. 06302016 in the Amount of $470,970.77
APPROVED CHECK REGISTER NO. 06302016 IN THE AMOUNT $470,970.77, AS
SUBMITTED, WHICH INCLUDES THE CHECK REGISTER ACCOUNT INDEX FOR
FISCAL YEAR 2015-16.
C. PUBLIC COMMENT
David Sadler, Grand Terrace resident, did not support condos at the old Stater Bros site
because it would increase traffic. He also requested additional days to discharge
fireworks.
D. CITY COUNCIL COMMUNICATIONS
Council Member Doug Wilson
Council Member Wilson stated it was an Election Year and encouraged everyone to
educate themselves in order to make the right choices. He also stated that the City
water use had been cut in half.
Council Member Jackie Mitchell
Council Member Mitchell thanked everyone for attending the meeting, congratulated the
girls’ softball team and commended Alessandra Cassio for the beautiful song. She
reported that the Gangs Taskforce was dark this month. She also requested to have
City Manager Duffey get information from the Sports Leagues on how the restricted
dates impacted their firework sales to assist with the Sheriff's report at the next meeting.
2
Packet Pg. 7
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 3
Mayor Pro Tem Sylvia Robles
Mayor Pro Tem Robles reported that she attended the Board meeting for Omnitrans but
would defer her report to the next meeting. She assured the Westwood residents that
she values them and their neighborhood and that the Council with the help of the City
Manager are working to find a solution for them to enjoy quiet living in their homes.
Mayor Darcy McNaboe
Mayor McNaboe provided a written summary of her report as follows:
July 6, 2016 SANBAG Meeting:
CLOSED SESSION
• CONFERENCE WITH LABOR NEGOTIATOR Pursuant to Government Code
Section 54957.6 Agency Designated Representative: Board President, Robert A.
Lovingood Unrepresented Employee: Executive Director
• CONFERENCE WITH LABOR NEGOTIATOR Pursuant to Government Code
Section 54957.6 Agency Designated Representative: Board President, Robert A.
Lovingood Unrepresented Employee: General Counsel
• CONFERENCE WITH LABOR NEGOTIATOR Pursuant to Government Code
Section 54957.6 Agency Designated Representative: Raymond Wolfe Regarding: All
Unrepresented Employees
REGULAR SESSION
Consent - Administrative Matters
2. April and May 2016 Procurement Report Receive
3. Budget to Actual Report for third quarter ending March 31, 2016 Receive and file
4. Pay off Net Pension Liability with Cal PERS
5. Award Banking & Credit Card Services Contract - to Wells Fargo Bank, National
Association for Banking and Credit Card Services for a five year term with options to
extend the original term of the Contract for two (2) one-year terms.
6. Policy Amendment for Senior and Disabled Allocations and change the
disbursement schedule from monthly to quarterly
7. Unit 110 Furniture Request Authorize the Executive Director or his designee the
authority to enter into a Purchase Order for a Not-To-Exceed amount of $164,000
2
Packet Pg. 8
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 4
with GM Business Interiors to enable staff to purchase the necessary furniture to
establish workstations in Unit 110
8. Local Agency Formation Commission Lease Agreement for Unit 150
9. General Counsel Staffing That the Board authorize the addition of one Assistant
General Counsel position as a fulltime exempt SANBAG employee within the Senior
Management Group revise the SANBAG Classification Plan accordingly.
10. Agreement with the Riverside County Transportation Commission for
implementation of the San Bernardino County Rideshare, Trip Reduction and 511
programs.
11. Execution of Funding Agreement related to the Implementation of a Freeway Service
Patrol Beat along the SR-210 freeway, and authorize staff to release two Request
for Proposals for FSP tow services.
Consent - Regional/Subregional Planning
19. Congestion Management Program 2016 Update
Consent - Transit/Rail
20. Revised Southern California Regional Rail Authority Budget Allocations for Fiscal
Years 2015/2016 & 2016/2017
21. San Bernardino Transit Center Emergency Generator and Landscape Modifications
Project
22. Award Lilac to Rancho Double Track Preliminary Design and Environmental
Clearance Contract
23. Agreement with City of Rancho Cucamonga and Creative Housing Associates for
Exclusive Negotiations Pertaining to a Transit-Oriented Development at the Rancho
Cucamonga Metrolink Station
24. Redlands Passenger Rail Project - Design of Downtown Redlands Station
Betterments
Consent - Transportation Programming and Fund Administration
25. Measure I 2016 Population Estimates
26. Fiscal Year 2016/2017 Transit Operator Allocations
27. Allocation to Arrowbear Drive Bridge Replacement Project
2
Packet Pg. 9
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 5
29. 2016 Federal Earmark Repurposing - Mountain/Desert Subareas
30. Allocation of Transportation Development Act Funds for Fiscal Year 2016/2017
31. Public Transportation Modernization, Improvement, and Service Enhancement
Account Program Fund Allocation for the City of Needles
Discussion - Council of Governments
33. Legislative Update
Discussion - Transit/Rail
34. Redlands Passenger Rail Project - Procurement of Diesel Multiple Unit Rail Vehicles
Discussion - Project Delivery
36. Construction Contract for the 1-215 Iowa/La Cadena Traffic Signal Project
37. Project Expenditure Authority Increase for BNSF Railway Company Costs for the
Laurel Street Grade Separation Project
E. PUBLIC HEARINGS
3. Hearing of Appeals of Delinquent Refuse, Sewer and Rental Inspection Fees; Action to
Collect Said Delinquent Fees on the Tax Roll and for the Placement of Assessments for
Said Delinquent Fees on Properties Located in the City
Management Analyst Freeman provided a brief summary of this item.
Mayor Pro Tem Robles asked what policing powers the City had on this problem
property on Orangewood.
City Attorney Adams stated that any criminal activity should be reported to the police
and any code violations should be reported to the City's Code Enforcement.
City Manager Duffey stated that this was one avenue but that staff was also working on
the other items such as Code Enforcement issues.
Planning & Development Services Director Molina stated that the rental inspections
were being conducted annually even if they were not paying the assessments.
Mayor McNaboe opened the Public Hearing at 6:36 p.m.
Jeff McConnell, Grand Terrace resident, stated that his name was on the original list
and that he needed a copy of a revised list. He presented proof of payment for his
properties to be removed from the list.
2
Packet Pg. 10
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 6
Planning & Development Services Director Molina provided the procedure for the fees
and stated there were three lists.
Mike Arreguin, Burrtec representative, clarified their procedure on the three lists.
Mayor McNaboe closed the Public Hearing at 6:44 p.m.
1. CONDUCT A PUBLIC HEARING TO HEAR APPEALS OF DELINQUENT FEES
THAT ARE PROPOSED FOR ADOPTION AND ASSESSMENT ON THE TAX
ROLLS OF THE COUNTY TAX ASSESSOR.
2. ADOPT RESOLUTION NO. 2016-24 A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE, COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, ADOPTING A REPORT OF DELINQUENT REFUSE AND SEWER
USER FEES AND DIRECTING THAT SUCH DELINQUENT FEES BE
COLLECTED ON THE TAX ROLL AND BE IMPOSED AS AN ASSESSMENT
UPON PROPERTY WITHIN THE CITY OF GRAND TERRACE
3. ADOPT RESOLUTION NO. 2016-25 A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE, COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, ADOPTING A REPORT OF DELINQUENT NON-OWNER
OCCUPIED RENTAL PROGRAM PROPERTIES FEES AND FINES AND
DIRECTING THAT SUCH DELINQUENT FEES AND FINES BE COLLECTED ON
THE TAX ROLL AND BE IMPOSED AS A LIEN UPON PROPERTY WITHIN THE
CITY OF GRAND TERRACE
RESULT: APPROVED [UNANIMOUS]
MOVER: Jackie Mitchell, Council Member
SECONDER: Sylvia Robles, Mayor Pro Tem
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Doug Wilson
ABSENT: Bill Hussey
4. Public Hearing to Tabulate Proposition 218 Ballots and Consideration of the
Corresponding Resolution Confirming the Diagrams and New Assessment Proposed for
Zone 1 Tract 13364; Zone 2 Tract 14264; Zone 3 Tract 14471
Management Analyst Freeman introduced Susana Medina representative of Willdan
Financial Services, who presented the PowerPoint Presentation for this item.
Mayor McNaboe opened the Public Hearing at 6:52 p.m. There being no speakers in
favor or in opposition, Mayor McNaboe closed the Public Hearing at 6:52 p.m.
Mayor McNaboe recessed the City Council Meeting at 6:53 p.m.
Mayor McNaboe reconvened the City Council Meeting at 7:01 p.m.
2
Packet Pg. 11
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 7
Planning & Development Services Director Molina clarified that in Zone 1 there was a
majority protest and the levy would remain the same, Zone 2 there was not a majority
protest and the levy would increase, Zone 3 there was a majority protest and the levy
would remain the same.
1. CONDUCT THE PUBLIC HEARING UPON THE PROPOSED ASSESSMENTS
AND CONSIDER ALL OBJECTIONS AND PROTESTS, WHETHER WRITTEN OR
ORAL, IF ANY, CLOSE THE PUBLIC HEARING AND DIRECT STAFF TO
TABULATE THE PROPOSITION 218 BALLOTS FOR “BALLOTED ZONES”
WITHIN THE LANDSCAPE AND LIGHTING MAINTENANCE DISTRICT NO. 89-1,
AND CONTINUE THE AGENDA ITEM UNTIL LATER IN THE MEETING TO
ALLOW FOR TABULATION AND REPORTING OF RESULTS, RECOMMENCE
THE AGENDA ITEM AT A SUBSEQUENT TIME DURING THE MEETING, AND
TAKE THE FOLLOWING ACTIONS:
(A) DIRECT THE CITY CLERK TO PRESENT TO THE CITY COUNCIL THE
RESULTS OF THE BALLOT TABULATION; AND
(B) ADOPT RESOLUTION NO. 2016-26 A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF GRAND TERRACE, CALIFORNIA, PURSUANT TO THE
PROVISIONS OF THE LANDSCAPING AND LIGHTING ACT OF 1972,
CONFIRMING THE DIAGRAM AND ASSESSMENTS FOR FISCAL YEAR
2016/2017 FOR THE LEVY OF PROPOSED INCREASED ASSESSMENTS FOR
SPECIFIED ZONES AND WITHIN LANDSCAPE AND LIGHTING
MAINTENANCE DISTRICT NO. 89-1, OVERRULING ALL PROTESTS
CONCERNING THE ASSESSMENTS, AND LEVYING THE ASSESSMENTS
CONFIRMED HEREIN.
RESULT: APPROVED [UNANIMOUS]
MOVER: Jackie Mitchell, Council Member
SECONDER: Doug Wilson, Council Member
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Doug Wilson
ABSENT: Bill Hussey
F. UNFINISHED BUSINESS
5. Zoning Code Amendment 15-01 Repealing and Replacing Chapter 18.80 Signs
City Clerk Jacquez-Nares read Ordinance No. 296 by title only as follows:
ADOPT AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE, CALIFORNIA, APPROVING ZONING CODE AMENDMENT 15-01, TO
AMEND TITLE 18 OF THE GRAND TERRACE MUNICIPAL CODE BY REPEALING
AND REPLACING CHAPTER 18.80 SIGNS IN ITS ENTIRETY AND AMENDING
TITLE 5, CHAPTER 5.40 GARAGE SALES BY REVISING SECTION 5.40.070 SIGNS
2
Packet Pg. 12
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 8
ADOPT ORDINANCE NO. 296 AN ORDINANCE OF THE CITY COUNCIL OF THE
CITY OF GRAND TERRACE, CALIFORNIA, APPROVING ZONING CODE
AMENDMENT 15-01, TO AMEND TITLE 18 OF THE GRAND TERRACE MUNICIPAL
CODE BY REPEALING AND REPLACING CHAPTER 18.80 SIGNS IN ITS ENTIRETY
AND AMENDING TITLE 5, CHAPTER 5.40 GARAGE SALES BY REVISING
SECTION 5.40.070 SIGNS
RESULT: APPROVED [UNANIMOUS]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Jackie Mitchell, Council Member
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Doug Wilson
ABSENT: Bill Hussey
G. NEW BUSINESS
6. Approval of Information Systems Support Agreement Renewal with City of Loma Linda
City Clerk Jacquez-Nares provided a brief summary of this item.
1. APPROVE THE ATTACHED INFORMATION SYSTEMS SUPPORT AGREEMENT
NO. 2016-29 WITH THE CITY OF LOMA LINDA, IN SUBSTANTIALLY THE FORM
ATTACHED; AND
2. AUTHORIZE THE CITY MANAGER TO SIGN THE AGREEMENT AFTER MAKING
ANY MINOR ADMINISTRATIVE REVISIONS THAT MAY BE NEEDED IN ORDER
TO FINALIZE THE DOCUMENT.
RESULT: APPROVED [UNANIMOUS]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Jackie Mitchell, Council Member
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Doug Wilson
ABSENT: Bill Hussey
7. Resolution Amending Temporary Sign Permit Fee
Planning & Development Services Director Molina presented this staff report.
Council Member Wilson asked how many temporary sign applications are forecasted for
this upcoming year. He questioned this because of the approval of new full-time Planner
position at the last meeting and whether that position would be needed.
Planning & Development Services Director Molina answered that number was unknown.
City Manager Duffey further clarified the use of the positions according to their pay
scale.
2
Packet Pg. 13
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 9
ADOPT RESOLUTION NO. 2016-27 A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF GRAND TERRACE, CALIFORNIA MODIFYING THE PLANNING FEE
SCHEDULE AS IT PERTAINS TO THE TEMPORARY SIGN PERMIT FILING FEE
RESULT: APPROVED [3 TO 1]
MOVER: Jackie Mitchell, Council Member
SECONDER: Sylvia Robles, Mayor Pro Tem
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell
NAYS: Doug Wilson
ABSENT: Bill Hussey
8. Exclusive Negotiation Agreement Between the City of Grand Terrace and Dr. Terry
McDuffee
Planning & Development Services Director Molina presented this staff report.
Council Member Wilson stated that Dr. McDuffee has been a great asset for this City
and was concerned with the tax yield on this property. He asked if the City really want
that piece of property.
Planning & Development Services Director Molina stated that an appraisal would be
done for the assessment.
City Manager Duffey further explained the City's position on this agreement.
Dr. Terry McDuffee provided his history within the City of Grand Terrace and urged the
Council to approve this agreement.
APPROVE THE EXCLUSIVE NEGOTIATION AGREEMENT NO. 2016-28 BETWEEN
THE CITY OF GRAND TERRACE AND DR. TERRY MCDUFFEE FOR A PERIOD OF
SIX MONTHS, AND AUTHORIZE THE CITY MANAGER TO EXECUTE ALL
RELATED DOCUMENTS AND MAKE ANY NECESSARY NON-SUBSTANTIVE
CHANGES
RESULT: APPROVED [UNANIMOUS]
MOVER: Doug Wilson, Council Member
SECONDER: Jackie Mitchell, Council Member
AYES: Darcy McNaboe, Sylvia Robles, Jackie Mitchell, Doug Wilson
ABSENT: Bill Hussey
CITY MANAGER COMMUNICATIONS - NONE
CLOSED SESSION - NONE
2
Packet Pg. 14
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 12, 2016
City of Grand Terrace Page 10
ADJOURN
Mayor McNaboe adjourned the City Council meeting at 7:27 p.m.
The Next Regular City Council Meeting will be held on Tuesday, July 28, 2016 at 6:00
p.m.
_________________________________
Darcy McNaboe, Mayor
_________________________________
Pat Jacquez-Nares, City Clerk
2
Packet Pg. 15
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
1
2
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
CITY OF GRAND TERRACE
CITY COUNCIL
MINUTES ● JULY 26, 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 called the meeting to order at 6:00 p.m.
Invocation was given by Council Member Wilson.
Pledge of Allegiance was led by Mayor Pro Tem Robles.
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
Yanni Demitri Public Works Director Present
Cynthia Fortune Finance Director Present
Doug Wolfe Lieutenant Present
A. SPECIAL PRESENTATIONS
Presentation of a Commendation to Child Care Services Assistant Director Cathy Toth.
Cathy Toth thanked the City Council, City Staff and City Manager. She also thanked all
the children and families. She also stated that she would take fond memories from her
tenure in the Child Care Center.
Mayor Pro Tem Robles thanked Cathy for her years of service.
Council Member Mitchell also thanked Cathy for her many years of service and
dedication to the community.
Council Member Hussey thanked Cathy for her years of dedication and service.
3
Packet Pg. 16
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 2
Mayor McNaboe said Cathy’s shoes were tough to fill and encouraged Cathy to enjoy
her retirement and come back to visit.
Presentation from the Lion's Club to their Scholarship Recipients
Kurt McVey, Immediate Past President, Lion's Club, presented the scholarships to
Brandon Alvarez in the amount of $200; he plans to attend University of Redlands and
Denise Kidd in the amount of $200; she also plans to attend University of Redlands.
Presentation from Lt. Doug Wolfe, San Bernardino County Sheriff's Department, on the
Fourth of July Fireworks Statistics.
Lt. Wolfe provided a summary for the PowerPoint Presentation on the Fourth of July
Fireworks.
B. CONSENT CALENDAR
APPROVE ALL CONSENT CALENDAR ITEMS 1-4.
RESULT: APPROVED [UNANIMOUS]
MOVER: Jackie Mitchell, Council Member
SECONDER: Bill Hussey, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
City Manager Duffey requested that Item No. 5 be removed for separate discussion
1. Waive Full Reading of Ordinances on Agenda
WAIVED FULL READING OF ALL ORDINANCES ON THE AGENDA
2. Approval of Minutes – Regular Meeting – 06/14/2016
APPROVED THE MINUTES OF THE 06/14/2016 REGULAR MEETING
3. Monthly Financial Report for May 2016
RECEIVED AND FILED THE MONTHLY FINANCIAL REPORT FOR THE PERIOD
ENDING MAY 31, 2016.
4. Auditor-Controller/Treasurer/Tax Collector Agreement for Collection of Special Taxes,
Fees, and Assessments Fiscal Year 2016-17
APPROVED THE AUDITOR-CONTROLLER/TREASURER/TAX COLLECTOR
AGREEMENT FOR COLLECTION OF SPECIAL TAXES, FEES, AND
ASSESSMENTS FISCAL YEAR 2016-17
3
Packet Pg. 17
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 3
5. Advertisement for Planning Commission Recruitment
City Manager Duffey requested that the extension be corrected to the end of August.
DIRECT THE CITY CLERK TO EXTEND TO THE END OF AUGUST THE
ADVERTISEMENT FOR APPOINTMENTS TO THE PLANNING COMMISSION,
ACCEPT APPLICATIONS AND SCHEDULE INTERVIEWS.
RESULT: APPROVED [UNANIMOUS]
MOVER: Darcy McNaboe, Mayor
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
The third Lion's Club Scholarship was awarded to recipient Brian Duncan in the amount
of $300; he plans to attend Riverside Community College.
City Manager Duffey reported that the mortgage for City Hall had been paid and it would
be celebrated by having mortgage burning cake in the Lobby.
Mayor McNaboe recessed the Council meeting at 6:26 p.m.
Mayor McNaboe reconvened the Council meeting at 6:45 p.m.
C. PUBLIC COMMENT
Angela Wilkinson, Grand Terrace resident, requested to have a Juice It bar or a Main
Squeeze fitness type merchants within the City instead of having to go out of the City.
She has also asked several residents to come to the Council meetings to voice their
opinions and concerns. Ms. Wilkinson requested to have school zone signs on Grand
Terrace Road because there are no sidewalks.
Bobbie Forbes, Grand Terrace resident, thanked Council Member Wilson for his
invocation. She was grateful for a working podium microphone and was also very
grateful to have Cathy Toth as her daughter's teacher. Ms. Forbes stated her opposition
to fireworks. She requested that this go back on the ballot for voter removal.
Patricia Farley, Grand Terrace residents, stated her opposition to fireworks. She
suggested that the sports leagues use different means for fundraising. Ms. Farley
reported the use of illegal fireworks on the 4th of July.
Mark Englebrecht, Riverside County resident, stated his opposition to fireworks. He also
provided the history of his 4th of July preparation for the safety of his animals. Mr.
Englebrecht stated that he tried to make a legal citizen's arrest.
Glen Kendall, Grand Terrace resident, stated his opposition to the fireworks. He offered
to help with this situation.
3
Packet Pg. 18
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 4
D. CITY COUNCIL COMMUNICATIONS
Council Member Bill Hussey
Council Member Hussey stated that as Council Members and residents they also hear
the fireworks and they are working on getting this issue resolved. He also suggested
that residents be careful during the 4th of July and let the Sheriff's handle these
situations.
Council Member Hussey also provided a written summary of his report as follows:
He attended a League of City meeting in Ontario on June 30, 2016, Directors voted to
support or oppose the following measures:
Support: Statewide regulation on the sale of butane for the purpose of curtailing the
manufacture of butane honey oil.
Oppose: The "California Control, Regulate and Tax Adult Use of Marijuana
Initiative" to appear on the November 2016 ballot in California.
Oppose: The "California Safety for All Gun Control In initiative to appear on the
November 2016 ballot in California
Oppose: The "California Parole, Early Release and Juvenile Trail Reform Initiative"
to appear on the November 2016 ballot in California.
Council Member Doug Wilson
Council Member Wilson attended the Habitat for Humanity groundbreaking. He reported
a noise issue and the Sheriffs were able to work with City of San Bernardino and it was
taken care of. Council Member Wilson's granddaughter, Anya Wood, attended a
medical conference in Berkeley and now wants to become a diagnostic doctor, he is
very proud of her.
Council Member Jackie Mitchell
Council Member Mitchell thanked everyone that attended the meeting and for their
comments. She stated that as a Council they do listen and have shared values and
experiences. She further stated that as the school year starts for 2016/2017 she wants
to wish all of the students a successful year and remind all of the residents to please
slow down and watch for children crossing the streets. Council Member Mitchell
thanked the Lion's for all of their fundraising efforts that make the scholarships possible.
She stated that she was very proud and appreciative of the work the Staff has been
doing in the betterment of the City. She thanked her colleagues for making the tough
decisions needed to make the City better.
3
Packet Pg. 19
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 5
Mayor Pro Tem Sylvia Robles
Mayor Pro Tem Robles thanked Council Member Mitchell for all her words today which
were very important. She stated that she would like to have a community fireworks
show at the high school as a fundraiser. She also stated that Council received
complaints on only allowing one day for discharging fireworks.
Mayor Pro Tem Robles also provided a written summary of his report as follows:
She attended the July 7, 2016 Omnitrans Board Meeting.
Discussion Items
2. Authorize Award, Contract ITS16-93 - Internet Services 36
3. Authorize Award, Contract MKP16-37, Ruben Campos Park Bus Stop Improvements
48
4. Authorize Award, Contract OPS 16-17 - Audible Pedestrian Warning Systems 102
5. Amend Fiscal Year 2017 Budget and 2015-2020 Short Range Transit Plan to
Transfer 130 Funds - Legal Services
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
3. Conference with Legal Counsel Dennis Walsh, pursuant to Government Code
Section 54956.9(a), Case No. CIVDS1400420, Robert Miller vs. Omnitrans
She also attended the July 14, 2016 Omnitrans Administrative & Finance Committee
Meeting.
Discussion Items
5. Recommend to Board of Directors, Approve Re-Evaluation of Existing Positions
6. Recommend to Board of Directors, Authorize Release, Invitation for Bids IFB-
IPM017-16, Vehicle Maintenance Facility (VMF) Modification Work.
On July 20, 2016, Mayor Pro Tem Robles attended with Mayor Darcy McNaboe, the
Joint Powers Insurance Authority meeting in La Palma.
3
Packet Pg. 20
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 6
Mayor Pro Tem Robles complemented the City, City staff, Rec Center and Boys and
Girls Club for collaborating with the City in providing an outstanding summer program.
Her 14 year old grandson volunteered. It was an excellent experience and provided him
with some work experience. Her eight year old grandson had a fun productive time at
summer camp. The boys took a selfie and looked forward to each day at camp.
She was so pleased to share, that she had been nominated as one of the 90 alumnae
from San Bernardino Valley College to be celebrated at its 90th Anniversary this
October. She attended SBVC as a working mom for a number of years until she had 75
units. She likes to brag it was a ten year degree program. Of all the local colleges she
attended, she has the fondest memories for SBVC.
Mayor Darcy McNaboe
Mayor McNaboe provided a written summary of her report as follows:
1. She attended the Ground Breaking for Habitat for Humanity's Homes on July 16,
2016. She met the Miller and the Habt Families.
2. She attended the Joint Power Insurance Authority JPIA, Annual Board Meeting with
Mayor Pro Tem Robles on July 20, 2016 where they elected the executive board and
appointment of vice president. They also voted on their Bylaws.
3. She visited the Summer Program on July 21, 2016, their classes included: Art,
theater, physical activities, cheer and soccer. One of the teachers was able to get
the Helpful Honda people come and provide them ice cream.
4. She met with New Administrator of the Grand Terrace Health Care Center they are
looking for opportunities to get involved in the community. Their employees had
some input on types of business services they would like in the City.
5. Mayor McNaboe informed the residents that at the Council’s first meeting in August
a SANBAG representative would provide an overview of I-10 / I-15 corridor projects -
proposed express lanes.
She reported what was locally preferred so far and that the Public comment on Draft
EIR was extended to June 13, 2016. It was now closed and all comments should be
taken into account for the final which will then go to the SANBAG board for approval.
6. Mayor McNaboe congratulated her colleagues for making the decision to pay off the
mortgage early.
E. PUBLIC HEARINGS
6. Formation of the Landscape & Lighting Assessment District 89-1, Annexation #2,
Engineer’s Report, and Levy of Assessment
3
Packet Pg. 21
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 7
Mayor McNaboe opened the Public Hearing at 7:3 4 p.m.
Planning & Development Services Director Molina presented the PowerPoint
Presentation for this item.
Angela Wilkinson, Grand Terrace resident, asked if there would be a signal light and
crosswalk in that area.
Mayor McNaboe closed the Public Hearing at 7:39 p.m.
Planning & Development Services Director Molina answered that there would not be a
signal light.
1. ADOPT RESOLUTION NO. 2016-28 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 RESOLUTION NO. 2016-29 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
RESULT: APPROVED [UNANIMOUS]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Doug Wilson, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
F. UNFINISHED BUSINESS - NONE
G. NEW BUSINESS
7. Community Clean Up Day
Public Works Director Demitri provided a brief summary of this item.
Mayor McNaboe asked what types of advertising would be done for this event.
Public Works Director Demitri stated that he wanted to advertise in the local newspaper.
3
Packet Pg. 22
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 8
Mayor McNaboe requested it be advertised on the City’s social media sites.
RECEIVE AN INFORMATIONAL STAFF REPORT REGARDING AN UPCOMING
COMMUNITY CLEAN UP DAY.
RESULT: APPROVED [UNANIMOUS]
MOVER: Darcy McNaboe, Mayor
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
8. Report on Code Compliance Activities for FY 2015-2016
Planning & Development Services Director Molina presented the PowerPoint
Presentation for this item.
Council Member Mitchell asked who was issuing the street sweeping citations.
Planning & Development Services Director Molina stated that the new process was that
the street sweeper recorded the cars in violation, the street sweeping company
submitted to the City the recording and a database of the vehicles, these were verified
by our Code Enforcement Officer, and sent to DataTicket for collection.
Council Member Mitchell asked what the timeline for this to happen was and who
received the citation.
Planning & Development Services Director Molina stated that the street sweeping
vendor provided the information between seven to ten business days and then it was
sent to DataTicket. The citation was sent to the licensed registered owner of the vehicle.
Bobbie Forbes, Grand Terrace resident, stated that she likes SeeClickFix and
suggested that it be advertised in the newspaper, Blue Mountain Outlook, and the City’s
social media sites to encourage community use.
Angela Wilkinson, Grand Terrace resident, asked if anyone had a code issue they could
leave a message at the San Bernardino Sheriff's and someone would contact them.
Planning & Development Services Director Molina stated that for a safety issue people
need to call the Sheriff's Department but if it was a Code Enforcement issue they could
use SeeClickFix, call us, or email us and staff would handle in the traditional way.
RECEIVE AND FILE THE REPORT.
RESULT: APPROVED [UNANIMOUS]
MOVER: Darcy McNaboe, Mayor
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
9. Establishment of Job Classifications and Compensation for the Planner Series
3
Packet Pg. 23
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council July 26, 2016
City of Grand Terrace Page 9
Planning & Development Services Director Molina presented the staff report for this
item.
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.
RESULT: ADOPTED [UNANIMOUS]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
H. CITY MANAGER COMMUNICATIONS
City Manager Duffey reported that tonight the Silver Liner Bus took a group of Seniors
to Redlands Bowl to see Oklahoma the bus was full and two additional cars were
needed to transport all attendees. Also on July 12, 2016, the Silver Liner Bus took the
Seniors to the Redlands Bowl for another performance. Mr. Duffey believed the bus
program was gathering momentum.
CLOSED SESSION - NONE
ADJOURN
Mayor McNaboe thanked staff for the festivities on paying off our mortgage and
adjourned the City Council Meeting at 8:10 p.m.
The Next Regular City Council Meeting will be held on Tuesday, August 9, 2016 at 6:00
p.m.
_________________________________
Darcy McNaboe, Mayor
_________________________________
Pat Jacquez-Nares, City Clerk
3
Packet Pg. 24
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
J
u
l
2
6
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
This page left intentionally blank.
CITY OF GRAND TERRACE
CITY COUNCIL
MINUTES ● AUGUST 23, 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 called the City Council Meeting to order at 6:00 p.m.
Invocation was led by Pastor Alger Keough from Azure Hills Seventh-Day Adventist
Church.
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
Yanni Demitri Public Works Director Present
Sandra Molina Planning & Development Services Director Present
Cynthia Fortune Finance Director Present
Steve Lasiter Battalion Chief Present
Doug Wolfe Lieutenant Present
A. SPECIAL PRESENTATIONS - NONE
B. CONSENT CALENDAR
APPROVE ALL CONSENT CALENDAR ITEMS.
RESULT: APPROVED [UNANIMOUS]
MOVER: Sylvia Robles, Mayor Pro Tem
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
4
Packet Pg. 25
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 2
1. Waive Full Reading of Ordinances on Agenda
WAIVED FULL READING OF ALL ORDINANCE ON THE AGENDA
2. Approval of Minutes – Regular Meeting – 08/09/2016
APPROVED THE MINUTES OF THE 08/09/2016 REGULAR MEETING
C. PUBLIC COMMENT
Glen Kendall, Grand Terrace resident, reported fireworks were still being discharged
and would provide the address to Lt. Wolfe. He also reported parking situation which the
resident has to place their trash can in the middle of the street.
Angela Wilkinson, Grand Terrace resident, reported that cars were running the stop
signs on Preston/Palm between 7:30 and 7:45 a.m. She further stated that she had
received complaints on cars parking in front of mailboxes. She would like the City to put
a reminder in the newspaper or send out flyers to not parking in front of mailboxes.
Patricia Farley, Grand Terrace resident, stated her concerns with the fireworks and
reported that they were still being discharged. She requested the minutes of the July 26,
2016 meetings. Ms. Farley stated her concerns with the fee for the false alarm and
requested that this be made more public.
D. CITY COUNCIL COMMUNICATIONS
Council Member Bill Hussey
Council Member Hussey thanked everyone present at the meeting. He stated that he
was aware of the fireworks and that it was very disrespectful for people to discharge
illegal fireworks. He appreciated the volunteers and people that picked up the trash in
the streets. Council Member Hussey went to the soccer games on Saturday and it was
a beautiful day but everyone needed to make sure that the trash was being picked up.
He suggested to City Manager Duffey to have the City place additional trash cans.
Council Member Hussey reported that illegal vendors were selling their goods at the
high school and parks which were taking away from the youth clubs fundraising. He
requested that City Manager Duffey increase Code Enforcement on illegal vendors.
Council Member Hussey reminded everyone that Friday Night Lights was coming and
asked everyone to support the Titans. Titan’s football would be holding a special
Veteran's appreciation program at one of their home games. He received a letter from
James Ramos' Office that the Veteran's Affairs office in San Bernardino had application
for grants to have Veteran’s names on the the Freedom Wall. The Freedom Foundation
has done a great job on this wall. Council Member Hussey and Mayor McNaboe
attended the Westwood town hall meeting. He reported that during his election
paperwork signing many residents expressed to him that they spoke to someone at City
4
Packet Pg. 26
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 3
Hall but did not know their names. He has asked City Manager Duffey to have City
employees wear name badges or have their pictures with names on the wall.
Council Member Doug Wilson
Council Member Wilson thanked all of the volunteers, those who have served or were
contemplating service. The City would not be able to accomplish what it had done in the
past and continued to do. He would like to especially thank Mayor McNaboe, she has
shown incredible strength this last year and half in times of trial and he really admires
the strength she has shown. He believed that water was the most important resource
and urged future generations to address this quickly. Council Member Wilson reported
that his little dog got bit by a coyote and urged residents to be mindful of their pets.
Council Member Jackie Mitchell
Council Member Mitchell thanked everyone in attendance.
Mayor Pro Tem Sylvia Robles
Mayor Pro Tem Robles reported that she attended three meetings for Omnitrans the
Board meeting, the Administrative & Finance Committee meeting and the Plans &
Programs Committee meeting. Mayor Pro Tem Robles provided a brief summary on
these meetings. The Board meeting had sbX reporting, routine items, they were still in
labor negotiations, and continue to have unresolved pending litigation.
Mayor Pro Tem Robles provided a written summary as follows:
The sbX Green Line travels a 15. 7 mile rapid transit bus line from Cal State University
San Bernardino to Loma Linda University it had 16 stations and the cost to build was
$197.1 million. Ninety-Six percent of this amount came from federal, state and county
funds designated for transit projects. $75 million came from the Federal Transportation
Agency Small Starts Program.
Mayor Pro Tem Robles reported on the West Valley Connector Project. The West
Valley Connector Project is a 25-mile-long bus rapid transit (BRT) project that proposes
limited stops, providing speed and quality improvements to the public transit system
within the corridor. It provides premium transit with 10-15 minute service, Transit Signal
Priority (TSP), dedicated lanes, enhanced stations and integration with other bus routes.
The Project includes stations at 27 locations/major intersections The Project seeks to
improve mobility in the San Bernardino Valley with an enhanced, state-of-the-art BRT
system to address the growing traffic congestion and the one million people that will be
added to the area by 2030.
Project Goals
• Respond to growth in Pomona, Montclair, Ontario, Rancho Cucamonga, and Fontana
• Increase transit ridership
4
Packet Pg. 27
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 4
• Provide faster, more attractive transit service along the Holt Boulevard and Foothill
Boulevard corridors
• Connect major activity centers:
• Victoria Gardens, schools, downtown areas
• Metrolink
• Major employers
• Support the cities' transportation and land use plans
• Analyze all viable alternatives to determine the best option
Mayor Darcy McNaboe
Mayor McNaboe provided a written summary of her report as follows:
1. SANBAG - General Policy Committee - August 10 (Elected as one of three East
Valley Representatives)
Consent - Administrative Matters
• May, June and July 2016 Procurement Report Receive the May, June and July
2016 Procurement Report.
• Measure I Revenue Receive report on Measure I receipts for Measure I 2010-
2040
Discussion - Administrative Matters
• Measure I Local Pass-Through Compliance Audit for City of Adelanto
Fiscal Year 2014/2015 That the General Policy Committee recommend
the Board review and receive the Measure I Audit Reports of Local Pass-
Through Funds for the City of Adelanto for the year ended June 30, 2015.
• Insurance Premium Update Receive and file report on result of insurance
premium for Fiscal Year 2016/2017.
• Investment Policy No. 20100 That the General Policy Committee
recommend the Board: A. Approve existing SANBAG Investment Policy
No. 20100 with staff recommended changes to
• Request for Proposal 17-1001569 Audit Services for Transportation
Development Act (TDA) Claimants, Measure I Local Pass-Through
Revenue Recipients, and Financial & Compliance Auditing Services for
Transit Operators.
• Receive update on the Fiscal Year 2015/2016 Work Goals and Objectives.
• Recommend the Board approve the process for the selection of two
members of the Independent Taxpayer Oversight Committee (ITOC) to fill
vacancies that will be created on December 31, 2016 due to term limits.
• Recommend Changes to the Commercial HERO Program Adding
Renovate America, Inc.
• Recommend Changes to the Commercial HERO Program Administered
by SAMAS Capital, LLC
4
Packet Pg. 28
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 5
2. SANBAG - Metro Valley Study Session - August 11
Consent - Project Delivery
• Recommend approval Construction Contract Change Orders to on-going
SANBAG construction contracts with Ortiz Enterprises, Inc., Sully-Miller
Contracting Company, Skanska USA Civil West, Riverside Construction
Company, Inc., Flatiron West, Inc. and MCM Construction, Inc.
Discussion - Project Delivery
• Receive the Major Projects Status Report for the period through June 2016.
• Recommend approval of I-215 Bi-County Project - Billboard Relocation
Agreement between SANBAG, City of Ontario, and Lamar Advertising Company
• Recommend release of Request for Proposal (RFP) 16-1001515 to retain a
consultant for the preparation of updated Coordination Timing Plans, to provide
Semi-Annual Assessments and provide On-call System Support for the San
Bernardino Valley Coordinated Traffic Signal System (SBVCTSS). B. Approve
the draft templates of Cooperative Agreements between the San Bernardino
County Transportation Authority (SANBAG) and local agencies
Discussion - Regional/Subregional Planning
• Recommend approval of Mobile Source Air Pollution Reduction Review
Committee Agreement for Signal Synchronization Funding
Discussion - Project Delivery
• Recommend approval amendment 4 to I-10/Tippecanoe Interchange
Construction Management Contract with Simon Wong Engineering a Wholly
Owned Subsidiary of Kleinfelder West, Inc.
• Recommend for approval an RFP for On Call Right of Way Advisor Services for
various projects of the Measure I Major Projects Program.
• Recommend approval of Caltrans Cooperative Agreement and Award for
Preliminary Engineering Services for the Interstate 215 (I-215) /University
Parkway Interchange Project
• Recommend approval of Second Amended and Restated Cooperative
Agreement No. C13027 (C13027- 04) with the City of Highland for the delivery of
the Planning, Environmental, Design and Right of Way phases of the State Route
210 (SR-210) Base Line Interchange Project, which adds in the Right of Way
phase roles and responsibilities and increases project funding
Discussion - Transportation Programming and Fund Administration
• Recommend approval of contract SR210/Base Line Avenue Term Loan
Agreement with the City of Highland
3. Opening Ceremonies - Soccer - August 13
E. PUBLIC HEARINGS – NONE
4
Packet Pg. 29
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 6
F. UNFINISHED BUSINESS – NONE
G. NEW BUSINESS
3. Award of Contract for the Construction of ADA Curb Ramps on Main Street
Public Works Director Demitri presented the staff report for this item.
Council Member Hussey asked what was the difference between the Martinez and All
American bids because he was concerned that there would be additional change
orders.
Public Works Director Demitri did not know why the amounts were different but that he
was confident that Martinez could do the job.
Council Member Wilson stated that All American was an asphalt company and used
sub-contractors to do concrete work.
Public Works Director Demitri confirmed that All American is not a concrete company
and usually uses Martinez to perform the concrete work for them as a sub-contractor.
Patricia Farley, Grand Terrace resident, asked whether the asphalt could manage the
weight of all the trucks since Main Street had been designated as a truck route.
Public Works Director Demitri stated that this would only prolong the life of the
pavement.
1. AWARD A CONSTRUCTION CONTRACT NO. 2015-38 TO MARTINEZ
CONSTRUCTION FOR SEVEN ADA HANDICAPPED RAMPS.
2. AUTHORIZE CITY MANAGER TO EXECUTE ANY NECESSARY CHANGE
ORDERS FOR THIS PROJECT.
RESULT: APPROVED [UNANIMOUS]
MOVER: Doug Wilson, Council Member
SECONDER: Sylvia Robles, Mayor Pro Tem
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
4. Report on SeeClickFix
Planning & Development Services Director Molina presented the PowerPoint
Presentation for this item.
Mayor McNaboe asked what the average time was to close an issue that was submitted
by the public.
4
Packet Pg. 30
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 7
Planning & Development Services Director Molina stated she did not have that
information but overall for any issue took an average of 12 days.
Council Member Hussey asked if there was a kiosk within City Hall that people could
use to do this reporting or could staff help people use SeeClickFix.
Planning & Development Services Director Molina stated that staff at City Hall could
show people how to use SeeClickFix on their mobile devices or the City's website.
RECEIVE AND FILE
RESULT: APPROVED [UNANIMOUS]
MOVER: Darcy McNaboe, Mayor
SECONDER: Jackie Mitchell, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
5. Amendment #1 to City Manager Employment Agreement
City Attorney Adams presented the staff report for this item. He further reported that the
Council received one letter in opposition today and it had been provided to them.
Council Member Hussey asked if the City had not advertised this 18.1% for their salary
we would not be obligated to give this to Mr. Duffey.
City Attorney Adams answered yes.
Mayor McNaboe stated that the way she looked at this was that the City advertised the
18.1% and then we changed it during the course of the negotiations and then it became
a bait and switch at that point.
City Attorney Adams stated that the Council did not do anything illegal when they
negotiated Mr. Duffey's contract but that he felt the Council was doing equity to the City
Manager.
Mayor Pro Tem Robles stated her support of this item and provided the history of the
City's financial status. She also shared a story from the Council Academy that a City
Manager from a large City and a small City had to have the same skill set and that the
small City did not allow for any wrong steps. Mayor Pro Tem Robles fully supports City
Manager Duffey and believes he is top notch. She further stated that this did not have
anything to do with other employees. She had asked the City Manager if any City
employees or representative of the employees come to ask to open any negotiations on
any terms and conditions including wages and employment and none had occurred.
Mayor Pro Tem Robles stated that they had the Meyers Millas Brown Act if employees
needed to discuss their wages. She further suggested employees start those
discussions and Council would be happy to look at that. Mayor Pro Tem Robles said
she had no idea what the Council could and could not do, the history, and what other
cities had done for their employees.
4
Packet Pg. 31
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 8
Council Member Mitchell stated that both she and Council Member Wilson were on the
negotiating Ad Hoc Committee for Mr. Duffey's contract but not before getting
consensus from the Council. With that in mind, both sides agreed on the compensation
both the candidate and the City. However, she did believe that it may have been
inferred or implied that 18.1% would have been given to Mr. Duffey and Mr. Duffey
believed it was due to him. She believed Mr. Duffey had done a great job and the City
would continue to see the fruits of his labor. To address Mayor Pro Tem Robles'
comment there were pay ranges for every position and she believed that you get what
you pay for.
Council Member Hussey stated he considered this a pay correction not a pay raise.
Council Member Mitchell stated that she did not mean a pay raise; she meant that it
was the 18.1%. She also wanted everyone to know that the Council was not obligated
to give him this but wanted to as a correction.
Patricia Farley, Grand Terrace resident, stated that as residents they see lots of money
being spent, millions. The residents are left in the dark like with the Lewis property and it
is frustrating. She did not have a problem with Mr. Duffey but since he had been hired
he has hired a fulltime assistant and Council has approved a fulltime Assistant City
Manager for him. There are employees that are currently underpaid and overworked the
morale for these employees would be affected if they continue to see how the Council
continues to increase staff and pay for the City Manager. Ms. Farley stated that the
Measure C people felt that they had been lied to because now the City had money. She
provided the salary for a U.S. Senator and the U.S. President which she believed was
less than the City Manager’s.
Angela Wilkinson, Grand Terrace resident, believed City Manager Duffey had done a
great job.
Jeff McConnell, Grand Terrace resident, believed it was a wise investment as long as
the market holds.
APPROVE AMENDMENT #1 TO CITY MANAGER’S EMPLOYMENT AGREEMENT
RESULT: ADOPTED [UNANIMOUS]
MOVER: Jackie Mitchell, Council Member
SECONDER: Doug Wilson, Council Member
AYES: McNaboe, Robles, Mitchell, Wilson, Hussey
H. CITY MANAGER COMMUNICATIONS
City Manager Duffey introduced City Clerk Jacquez-Nares who provided an update on
the Secretary of State Randomized Alphabet Drawing for the November 8, 2016
Election General Election ballots. City Manager Duffey updated the Council that the City
Facebook page was up to 951 likes and the City's goal is 1000 by the end of the year.
Currently, on the City’s Facebook page was the Community Clean Up Day flyer, for
4
Packet Pg. 32
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
Minutes Grand Terrace City Council August 23, 2016
City of Grand Terrace Page 9
Saturday, September 17, 2016 from 8:00 a.m. to 12:00 p.m. residents can bring all of
their bulky items and e-waste to City Hall all residents can show their Burrtec trash bill
as proof of residency. City Manager Duffey further reported the sidewalks that were
deemed a hazard on the Pavement Management Index report from Interwest would be
fixed within the next couple weeks and completed by November first.
CLOSED SESSION - NONE
ADJOURN
Mayor McNaboe adjourned the City Council Meeting at 7:25 p.m.
The Next Regular City Council Meeting will be held on Tuesday, September 13, 2016 at
6:00 p.m.
_________________________________
Darcy McNaboe, Mayor
_________________________________
Pat Jacquez-Nares, City Clerk
4
Packet Pg. 33
Mi
n
u
t
e
s
A
c
c
e
p
t
a
n
c
e
:
M
i
n
u
t
e
s
o
f
A
u
g
2
3
,
2
0
1
6
6
:
0
0
P
M
(
C
o
n
s
e
n
t
C
a
l
e
n
d
a
r
)
This page left intentionally blank.
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Monthly Financial Report for June 2016
PRESENTED BY: Cynthia Fortune, Finance Director
RECOMMENDATION: Receive and file the Monthly Financial Report for the period
ending June 30, 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 June 30, 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
5
Packet Pg. 34
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 June
30, 2016 with a net surplus of $2,176:
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
Approved
Budget
Year-End
Projection
June
YTD
%
Appr.
Budget
June
YTD
Actuals
June
YTD
%
Appr.
Budget
Positive
(Negative)
Variance
from
Year-End
Projection
5
Packet Pg. 35
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
Approved
Budget
Year-End
Projection
June
YTD
%
Appr.
Budget
June
YTD
Actuals
June
YTD
%
Appr.
Budget
Positive
(Negative)
Variance
from
Year-End
Projection
REVENUES
Property Tax 1,551,518 1,615,811 104.1% 1,605,869 103.5% (9,942)
Residual Receipts -
RPTTF 860,077 862,058 100.2% 745,963 86.7% (116,096)
1
Franchise Fees 495,000 498,593 100.7% 492,856 99.6% (5,737)
Licenses, Fees &
Permits 314,389 322,213 102.5% 303,162 96.4% (19,051)
2
Sales Tax 900,000 799,004 88.8% 814,509 90.5% 15,505 3
Sales Tax Econ Dev
Agreement 0 (60,000) (52,061) 7,939
3
Intergovernmental
Revenue/Grants 5,000 4,984 99.7% 4,984 99.7% 0
Charges for Services 106,683 101,457 95.1% 118,486 111.1% 17,028 4
Fines & Forfeitures 36,800 45,635 124.0% 43,726 118.8% (1,909)
Miscellaneous 5,000 17,839 356.8% 20,544 410.9% 2,705
Use of Money &
Property 22,840 23,650 103.5% 24,266 106.2% 615
Waste Water Receipts 300,000 300,000 100.0% 300,000 100.0% 0
4,597,307 4,531,245 98.6% 4,422,303 96.2% (108,942)
APPROVED USE OF
FUND BALANCE
City Council Chambers 20,000 20,000 20,000 0
Fixed Asset Fund 400,000 400,000 400,000 0
Quality of Life Projects
(QLEAP) 290,000 290,000 0
Community 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 5,366,245 5,257,303 (108,942)
EXPENDITURES
Salaries 704,422 741,117 105.2% 637,376 90.5% 103,740 5
Benefits 295,239 445,397 150.9% 354,035 119.9% 91,362
5
Professional/Contractual
Services 3,325,821 3,068,604 92.3% 3,116,211 93.7% (47,606)
6
5
Packet Pg. 36
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
Approved
Budget
Year-End
Projection
June
YTD
%
Appr.
Budget
June
YTD
Actuals
June
YTD
%
Appr.
Budget
Positive
(Negative)
Variance
from
Year-End
Projection
Materials & Supplies 167,544 177,482 105.9% 184,976 110.4% (7,494)
Lease of
Facility/Equipment 5,770 6,657 115.4% 8,018 139.0% (1,361)
Utilities 128,346 125,996 98.2% 123,930 96.6% 2,066
Debt Service 257,800 254,848 98.9% 254,848 98.9% 0
Overhead Cost
Allocation (281,735) (281,736) 100.0% (251,287) 89.2% (30,449)
7
Transfers Out 828,167 826,500 99.8% 827,021 99.9% (521)
5,431,374 5,364,865 98.8% 5,255,127 96.8% 109,738
REVENUES 4,597,307 4,531,245 4,422,303
USE OF FUND
BALANCE 835,000 835,000 835,000
SUB-TOTAL 5,432,307 5,366,245 5,257,303
LESS -
EXPENDITURES (5,431,374) (5,364,865) (5,255,127)
NET 933 1,380 2,176
Revenue Footnotes:
1 RPTTF Receipts show a decrease due to a payment received in 2015-16 but was credited to FY2014-
15.
2 Permit Fees that were expected to be received in May & June have been received after July 1, 2016.
3 Sales Tax is projected to be $160,000 less than budgeted as presented to City Council during the year-
end projections in June2016; however, Sales Tax came in a little higher than expected.
4 The increase in Rental Inspection Fees is due to increased enforcement and collection.
Expenditure Footnotes:
5 Salary & Benefit savings are a result of positions being vacant for a period of time during the fiscal year
(multiple departments).
6 Additional professional services were used to provide services needed when certain positions were
vacant.
7 The overhead cost allocation charge is based on actual costs incurred by the General Government
Departments (City Council, City Manager, City Clerk, City Attorney, Finance & Non-Departmental. Total
actual expenditures were less than budgeted which results in lower cost allocation charges.
5
Packet Pg. 37
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
June 30, 2016 with a deficit of ($77,210):
City of Grand Terrace
FY 2014-15 Child Care Fund Monthly Financial Report
For the Period Ending June 30, 2016
Approved
Budget
Year-End
Projection
June
YTD
%
Appr.
Budget
June
YTD
Actuals
June
YTD
%
Appr.
Budget
Positive
(Negative)
Variance
from
YTD
Expected
REVENUES
Tiny Tot Program 80,794 69,381 85.9% 65,881 81.5% (3,500)
After School Program 401,976 343,665 85.5% 334,989 83.3% (8,676)
Pre-School Program 724,839 637,674 88.0% 597,229 82.4% (40,445) 1
Nutrition Program Grant 30,000 28,613 95.4% 31,335 104.4% 2,722
1,237,609 1,079,333 87.2% 1,029,434 83.2% (49,899)
EXPENDITURES
Salaries 601,990 583,945 97.0% 574,359 95.4% 9,586
Benefits 265,394 209,732 79.0% 210,299 79.2% (567)
Professional/Contractual
Services 29,600 20,467 69.1% 25,614 86.5% (5,147)
Materials & Supplies 83,400 67,730 81.2% 70,394 84.4% (2,664)
Lease of
Facility/Equipment 4,000 120 3.0% 120 3.0% 0
Equipment 400 0 0.0% 0 0.0% 0
Capital Projects 11,400 6,498 57.0% 0 0.0% 6,498
Utilities 16,000 22,428 140.2% 22,951 143.4% (523)
Overhead Cost
Allocation 198,800 198,800 100.0% 198,800 102.1% 0
1,210,984 1,109,720 91.6% 1,102,537 91.4% 7,183
REVENUES 1,237,609 1,079,333 1,029,434
5
Packet Pg. 38
LESS -
EXPENDITURES (1,210,984) (1,109,720) (1,102,537)
NET 26,625 (30,387) (73,102)
1 Child Care enrollment has declined during the last few months due to several families relocating & some
parents losing their jobs. Staff expected enrollment to pick up prior to the start of summer; however, that
did not materialize.
The year-end results are consistent with the prior deficit projections provided to City
Council earlier in the fiscal year. Staff believes that the sound business decisions and
new rates approved and implemented in FY 2016-17 will eliminate future deficits;
however, deficits from FY2014-15 and FY2015-16 (above) total $205,970. Staff
continues its efforts to identify a partner to occupy and operate the Child Care Services
Program. Staff anticipates returning to City Council in January-2017 with concrete
findings and recommendations to permanently address the Child Care Program’s fiscal
issues.
ATTACHMENTS:
JUN2016 Monthly Financial Report #2 (PDF)
APPROVALS:
Cynthia Fortune Completed 09/08/2016 11:19 AM
Finance Completed 09/08/2016 11:20 AM
City Attorney Completed 09/08/2016 11:28 AM
City Manager Completed 09/08/2016 1:31 PM
City Council Pending 09/13/2016 6:00 PM
5
Packet Pg. 39
City of Grand Terrace
Monthly Financial Report
For the Period Ending
June 30, 2016
5.a
Packet Pg. 40
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
Table of Contents
GENERAL FUND
Revenue Summaries
Revenue Assumptions ........................................................................................... 4
Revenue Monthly Financial Detail ......................................................................... 5
Revenue Monthly History:
Property Tax ................................................................................................... 7
Sales Tax ........................................................................................................ 8
Licenses, Permits & Fees ............................................................................... 9
Franchise Fees ............................................................................................... 10
Expenditure Monthly Financial Detail by Category ..................................................... 12
Expenditure Monthly History by Category:
Salaries ........................................................................................................... 13
Benefits ........................................................................................................... 14
Professional/Contractual Services .................................................................. 15
Materials & Supplies ....................................................................................... 16
Expenditure Summaries
Expenditure Assumptions ...................................................................................... 18
Expenditure Monthly Financial Detail by Department ............................................ 19
Expenditure Monthly History by Department:
General Government Departments ................................................................. 20
Community Development ................................................................................ 21
Finance ........................................................................................................... 22
Public Safety ................................................................................................... 23
CHILD CARE FUND
Revenue and Expense Summary by Category ........................................................... 26
Revenue and Expense Monthly History ...................................................................... 27
Revenue and Expense Monthly History ...................................................................... 28
2
5.a
Packet Pg. 41
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
GENERAL FUND REVENUE
3
5.a
Packet Pg. 42
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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.
4
5.a
Packet Pg. 43
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
REVENUES
Approved
Budget
Year-End
Projection
June
YTD
%
Approved Budget
June
YTD
Actuals
June
YTD
%
Approved Budget
Positive
(Negative)
Variance
from
Year-End
Projections
Tax Property Tax 1,551,518 1,615,811 104.1%1,605,869 103.5%(9,942)
TTF Residual Receipts - RPTTF 860,077 862,058 100.2%745,963 86.7%(116,096)1
ees Franchise Fees 495,000 498,593 100.7%492,856 99.6%(5,737)
mits Licenses, Fees & Permits 314,389 322,213 102.5%303,162 96.4%(19,051)2
Tax Sales Tax 900,000 799,004 88.8%814,509 90.5%15,505 3
ent Sales Tax Econ Dev Agreement 0 (60,000)(52,061)7,939 3
ants Intergovernmental Revenue/Grants 5,000 4,984 99.7%4,984 99.7%0
ces Charges for Services 106,683 101,457 95.1%118,486 111.1%17,028 4
res Fines & Forfeitures 36,800 45,635 124.0%43,726 118.8%(1,909)
ous Miscellaneous 5,000 17,839 356.8%20,544 410.9%2,705
erty Use of Money & Property 22,840 23,650 103.5%24,266 106.2%615
pts Waste Water Receipts 300,000 300,000 100.0%300,000 100.0%0
4,597,307 4,531,245 98.6%4,422,303 96.2%(108,942)
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)100,000 100,000 0
QLEAP Projects for Public Safety 290,000 290,000 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 5,366,245 5,257,303 (108,942)
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
5
5.a
Packet Pg. 44
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
EXPENDITURES BY CATEGORY
Approved
Budget
Year-End
Projection
June YTD%
Approved
Budget
June
YTD
Actuals
June YTD%
Approved
Budget
Positive
(Negative)
Variance
from
Year-End
Projections
Salaries 704,422 741,117 105.2%637,376 90.5%103,740 5
Benefits 295,239 445,397 150.9%354,035 119.9%91,362 5
Professional/Contractual Services 3,325,821 3,068,604 92.3%3,116,211 93.7%(47,606)6
Materials & Supplies 167,544 177,482 105.9%184,976 110.4%(7,494)
Lease of Facility/Equipment 5,770 6,657 115.4%8,018 139.0%(1,361)
Equipment - - - 0
Capital Projects - - - 0
Utilities 128,346 125,996 98.2%123,930 96.6%2,066
Debt Service 257,800 254,848 98.9%254,848 98.9%0
Overhead Cost Allocation (281,735)(281,736)100.0%(251,287)89.2%(30,449)7
Transfers Out 828,167 826,500 99.8%827,021 99.9%(521)5,431,374 5,364,865 98.8%5,255,127 96.8%109,738
REVENUES 4,597,307 4,531,245 4,422,303
USE OF FUND BALANCE 835,000 835,000 835,000
SUB-TOTAL 5,432,307 5,366,245 5,257,303
LESS - EXPENDITURES (5,431,374)(5,364,865)(5,255,127)
NET 933 1,380 2,176
Revenue Footnotes:
1
2
3
4
Expenditure Footnotes:
5
6
7
The increase in Rental Inspection Fees is due to increased enforcement and collection.
Salary & Benefit savings are a result of positions being vacant for a period of time during the fiscal year (multiple departments).
Additional professional services were used to provide services needed when certain positions were vacant.
The overhead cost allocation charge is based on actual costs incurred by the General Government Departments (City Council, City
Manager, City Clerk, City Attorney, Finance & Non-Departmental. Total actual expenditures were less than budgeted which results in lower
cost allocation charges.
RPTTF Receipts show a decrease due to a payment received in 2015-16 but was credited to FY2014-15.
Permit Fees that were expected to be received in May & June have been received after July 1, 2016.
Sales Tax is projected to be $160,000 less than budgeted as presented to City Council during the year-end projections in June2016;
however, Sales Tax came in a little higher than expected.
6
5.a
Packet Pg. 45
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$18,256
- 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
1,605,868
1,615,811
1,460,000 1,480,000 1,500,000 1,520,000 1,540,000 1,560,000 1,580,000 1,600,000 1,620,000 1,640,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
7
5.a
Packet Pg. 46
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$77,574
$255,030
- 50,000 100,000 150,000 200,000 250,000 300,000
JUL
AUG
SEP
OCT
NOV
DEC
JAN
FEB
MAR
APR
MAY
JUN
2015-16 2014-15
$763,152
$762,447
$799,004
730,000 740,000 750,000 760,000 770,000 780,000 790,000 800,000 810,000 820,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
8
5.a
Packet Pg. 47
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$47,561
- 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
$303,162
$322,213
290,000 295,000 300,000 305,000 310,000 315,000 320,000 325,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
9
5.a
Packet Pg. 48
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$68,175
- 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
$492,857
$498,593
485,000 487,000 489,000 491,000 493,000 495,000 497,000 499,000 501,000 503,000 505,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
10
5.a
Packet Pg. 49
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
GENERAL FUND EXPENDITURE
BY CATEGORY
11
5.a
Packet Pg. 50
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
EXPENDITURES BY CATEGORY
Approved
Budget
Year-End
Projection
June YTD%
Approved
Budget
June
YTD
Actuals
June YTD%
Approved
Budget
Positive
(Negative)
Variance
from
Year-End
Projections
Salaries 704,422 741,117 105.2%637,376 90.5%103,740 5
Benefits 295,239 445,397 150.9%354,035 119.9%91,362 5
Professional/Contractual Services 3,325,821 3,068,604 92.3%3,116,211 93.7%(47,606)6
Materials & Supplies 167,544 177,482 105.9%184,976 110.4%(7,494)
Lease of Facility/Equipment 5,770 6,657 115.4%8,018 139.0%(1,361)
Equipment - - - 0
Capital Projects - - - 0
Utilities 128,346 125,996 98.2%123,930 96.6%2,066
Debt Service 257,800 254,848 98.9%254,848 98.9%0
Overhead Cost Allocation (281,735)(281,736)100.0%(251,287)89.2%(30,449)7
Transfers Out 828,167 826,500 99.8%827,021 99.9%(521)5,431,374 5,364,865 98.8%5,255,127 96.8%109,738
REVENUES 4,597,307 4,531,245 4,422,303
USE OF FUND BALANCE 835,000 835,000 835,000
SUB-TOTAL 5,432,307 5,366,245 5,257,303
LESS - EXPENDITURES (5,431,374)(5,364,865)(5,255,127)
NET 933 1,380 2,176
Revenue Footnotes:
1
2
3
4
Expenditure Footnotes:
5
6
7
The increase in Rental Inspection Fees are due to increased enforcement and collection.
Salary & Benefit savings are a result of positions being vacant for a period of time during the fiscal year (multiple departments).
Additional professional services were used to provide services needed when certain positions were vacant.
The overhead cost allocation charge is based on actuals costs incurred by the General Government Departments (Ctiy Council, City
Manager, City Clerk, City Attorney, Finance & Non-Departmental. Total actual expenditures were less than budgeted which results in lower
cost allocation charges.
RPTTF Receipts show a decrease due to a payment received in 2015-16 but was credited to FY2014-15.
Permit Fees that were expected to be received in May & June have been received after July 1, 2016.
Sales Tax is projected to be $160,000 less than budgeted as presented to City Council during the year-end projections in June2016;
however, Sales Tax came in a little higher than expected.
12
5.a
Packet Pg. 51
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$48,222
$86,022
- 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
$637,376
$741,117
- 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
13
5.a
Packet Pg. 52
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$64,298
- 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
$354,035
$445,397
- 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
14
5.a
Packet Pg. 53
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$229,295
$255,334
$320,653
- 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
3,116,211
3,068,604
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
15
5.a
Packet Pg. 54
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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.
2. 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
16
5.a
Packet Pg. 55
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$24,693
- 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
$184,976
$177,482
- 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
17
5.a
Packet Pg. 56
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
GENERAL FUND EXPENDITURE
BY DEPARTMENT
18
5.a
Packet Pg. 57
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
City of Grand Terrace
FY 2015-16 General Fund Monthly Financial Report
For the Period Ending June 30, 2016
EXPENDITURES BY DEPARTMENT
Department
Approved
Budget
June
Year-End
Projection
June
YTD
% Approved Budget
June
YTD
Actuals
June
YTD
% Approved Budget
Positive
(Negative)
Variance
from
Year-End
Projections
City Council 60,877 58,066 95.4%57,022 93.7%1,044
City Manager 510,835 466,707 91.4%383,908 75.2%82,799 1
City Attorney 64,000 63,874 99.8%64,967 101.5%(1,093)
City Clerk 218,398 218,398 100.0%211,612 96.9%6,785
Planning & Development Svcs 670,955 552,044 82.3%557,585 83.1%(5,540)
Finance 501,035 458,004 91.4%456,610 91.1%1,394
Public Safety 1,676,200 1,651,887 98.5%1,632,550 97.4%19,337 2
Public Works 586,392 610,043 104.0%607,844 103.7%2,199
Non-Departmental 1,142,682 1,285,842 112.5%1,283,029 112.3%2,812
5,431,374 5,364,865 98.8%5,255,127 96.8%109,738
1
2 Sheriff Department savings are a result overtime costs charged to the Public Safety Services Fund.
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.
19
5.a
Packet Pg. 58
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$115,423
- 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
$717,513
$807,045
- 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
20
5.a
Packet Pg. 59
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$90,988
$66,899
$133,267
- 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
$1,165,429
$1,162,087
980,000 1,000,000 1,020,000 1,040,000 1,060,000 1,080,000 1,100,000 1,120,000 1,140,000 1,160,000 1,180,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
21
5.a
Packet Pg. 60
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$37,729
- 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
$456,611
$458,004
430,000 440,000 450,000 460,000 470,000 480,000 490,000 500,000 510,000 520,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
22
5.a
Packet Pg. 61
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$119,116
- 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
1,632,547
1,651,887
100,000 300,000 500,000 700,000 900,000 1,100,000 1,300,000 1,500,000 1,700,000 1,900,000
FY2014-15 Actuals
FY2015-16 Actuals
FY2015-16 Expected
FY2014-15 Actuals FY2015-16 Actuals FY2015-16 Expected
23
5.a
Packet Pg. 62
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
This page left intentionally blank.
24
5.a
Packet Pg. 63
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
CHILD CARE FUND
REVENUE AND EXPENDITURE
25
5.a
Packet Pg. 64
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
REVENUES
Approved
Budget
Year-End
Projection
June
YTD
%
Approved
Budget
June
YTD
Actuals
June
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Tiny Tot Program 80,794 69,381 85.9%65,881 81.5%(3,500)
After School Program 401,976 343,665 85.5%334,989 83.3%(8,676)
Pre-School Program 724,839 637,674 88.0%597,229 82.4%(40,445)1
Nutrition Program Grant 30,000 28,613 95.4%31,335 104.4%2,722
1,237,609 1,079,333 87.2%1,029,434 83.2%(49,899)
EXPENDITURES
Approved
Budget
Year-End
Projection
June
YTD
%
Approved
Budget
June
YTD
Actuals
June
YTD
%
Approved
Budget
Positive
(Negative)
Variance
from
YTD
Expected
Salaries 601,990 583,945 97.0%574,359 95.4%9,586
Benefits 265,394 209,732 79.0%210,299 79.2%(567)
Professional/Contractual Services 29,600 20,467 69.1%25,614 86.5%(5,147)
Materials & Supplies 83,400 67,730 81.2%70,394 84.4%(2,664)
Lease of Facility/Equipment 4,000 120 3.0%120 3.0%0
Equipment 400 0 0.0%0 0.0%0
Capital Projects 11,400 6,498 57.0%0 0.0%6,498
Utilities 16,000 22,428 140.2%22,951 143.4%(523)
Overhead Cost Allocation 198,800 198,800 100.0%198,800 102.1%0
1,210,984 1,109,720 91.6%1,102,537 91.4%7,183
REVENUES 1,237,609 1,079,333 1,029,434
LESS - EXPENDITURES (1,210,984)(1,109,720)(1,102,537)
NET 26,625 (30,387)(73,102)
1
City of Grand Terrace
FY 2014-15 Child Care Fund Monthly Financial Report
For the Period Ending June 30, 2016
Child Care enrollment has declined during the last few months due to several families relocating & some parents losing
their jobs. Staff expected enrollment to pick up prior to the start of summer; however, that did not materialize.
26
5.a
Packet Pg. 65
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$105,347
- 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
$1,029,434
$1,079,333
- 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
27
5.a
Packet Pg. 66
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
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
$66,356
$132,215
$65,844
$64,902
$124,930
$96,399
$65,403
$126,231
$65,606
$64,818
$161,788
- 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
$1,102,537
$1,109,720
- 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
28
5.a
Packet Pg. 67
At
t
a
c
h
m
e
n
t
:
J
U
N
2
0
1
6
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
#
2
(
2
0
0
5
:
M
o
n
t
h
l
y
F
i
n
a
n
c
i
a
l
R
e
p
o
r
t
f
o
r
J
u
n
e
2
0
1
6
)
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Amendment No. 1 to the Maintenance Service Agreement
Between the City of Grand Terrace and Santa Fe Building
Maintenance
PRESENTED BY: Yanni Demitri, Public Works Director
RECOMMENDATION: 1. Approve Amendment No. 1 to the Maintenance Service
Agreement between Santa Fe Building Maintenance and the
City of Grand Terrace to expand the scope of work to include
restroom cleaning services at the Annex Building.
2030 VISION STATEMENT:
This staff report supports Goal #1 “Ensure our Fiscal Viability."
BACKGROUND:
On July 1, 2013, following the City's bidding policies, the City of Grand Terrace awarded
a contractor agreement to Santa Fe Building Maintenance for custodial services at City
Hall. The annual cost for services is $11,500.00.
DISCUSSION:
The City Hall Annex Building is utilized by the Sheriff's Department, and on occasion,
the 1640 AM radio station operators. Due to the continued use of the building, City staff
requested a quote from Santa Fe Building Maintenance to provide cleaning services for
the restrooms in the Annex Building. A quote of $85 per month was provided.
Staff is recommending that Council approve Amendment No. 1 to the Maintenance
Service Agreement to change the scope of work to include once a week cleaning of the
Annex Building restrooms, and increase the contract by $1,020 to an amount not to
exceed $12,520.00 annually.
FISCAL IMPACT:
There are funds budgeted in the 2016-17 Facilities Maintenance accounts to cover
custodial services as shown below:
Fund Program Account Balance
General
Fund (10)
Facilities
Maintenance (195)
Maintenance of Buildings & Grounds
10-195-245-000-000
$38,056.00
6
Packet Pg. 68
Total to be used for Custodial Services $12,520.00
Remaining Account Balance $25,536.00
ATTACHMENTS:
Attachment 1 - Amendment No. 1 (DOC)
Attachment 2 - Exhibit A1 (PDF)
Attachment 3 - Santa Fe Maintenance Service Agreement (PDF)
APPROVALS:
Yanni Demitri Completed 08/31/2016 5:46 PM
Finance Completed 09/06/2016 5:05 PM
City Attorney Completed 09/06/2016 5:20 PM
City Manager Completed 09/08/2016 1:08 PM
City Council Pending 09/13/2016 6:00 PM
6
Packet Pg. 69
AMENDMENT NO. 1 TO THE MAINTENANCE SERVICE AGREEMENT FOR CITY
FACILITIES CLEANING SERVICES BETWEEN THE CITY OF GRAND TERRACE AND
SANTA FE BUILDING MAINTENANCE.
THIS AMENDMENT (“Amendment 1”) is made and entered into this 13th day of
September, 2016, by and between the CITY OF GRAND TERRACE (“City”), a
Municipal Corporation, and Santa Fe Building Maintenance (“Professional”).
WHEREAS, the City and the Professional entered into an Agreement for facilities
cleaning services (“Agreement”) on or about July 1, 2013; and
WHEREAS, the parties wish to Amend Section 1 (Scope of Services) of the Agreement
to include Exhibit “A1”; and
WHEREAS, the parties wish to Amend Section 3 (Compensation/Payment) of the
Agreement to increase the total sum of the Agreement to an amount not to exceed
$12,520; and
NOW THEREFORE, in consideration of the foregoing and for other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the parties
hereto agree to amend the Agreement as follows:
Section 1. SCOPE OF SERVICES is hereby amended to read as follows:
City agrees to retain and does hereby retain Professional and Professional agrees to
provide the services more particularly described in Exhibit “A” and Exhibit “A1”, “Scope
of Services” (“Services”), attached hereto and incorporated herein by reference, in
conjunction with Facilities Cleaning Services (“Services”).
Section 3. COMPENSATION/PAYMENT is hereby amended to read as follows:
Professional shall perform the Services under this Agreement for the total sum not to
exceed TWELVE THOUSAND FIVE HUNDRED AND TWENTY DOLLARS
($12,520.00) payable in accordance with the terms set forth in Exhibit “B” and Exhibit
“A1.” Payment shall be made in accordance with City’s usual accounting procedures
upon receipt and approval of an itemized invoice setting forth the services performed.
IN WITNESS THEREOF, the parties hereto have caused this Amendment Number 1 to
be executed by and through their respective authorized officers, as of the date first
above written.
6.a
Packet Pg. 70
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
1
-
A
m
e
n
d
m
e
n
t
N
o
.
1
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
F
e
B
u
i
l
d
i
n
g
THE CITY OF GRAND TERRACE,
A Municipal Corporation Santa Fe Building Maintenance
By: _________________________ By: _____________________
G. Harold Duffey Irineo Nuno,
City Manager General Manager
APPROVED AS TO FORM:
By: _________________________
Richard L. Adams II, City Attorney
6.a
Packet Pg. 71
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
1
-
A
m
e
n
d
m
e
n
t
N
o
.
1
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
F
e
B
u
i
l
d
i
n
g
6.b
Packet Pg. 72
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
E
x
h
i
b
i
t
A
1
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
F
e
B
u
i
l
d
i
n
g
M
a
i
n
t
e
n
a
n
c
e
)
6.c
Packet Pg. 73
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 74
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 75
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 76
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 77
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 78
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 79
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 80
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 81
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 82
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 83
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 84
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 85
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
6.c
Packet Pg. 86
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
3
-
S
a
n
t
a
F
e
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
1
9
9
4
:
A
m
e
n
d
m
e
n
t
N
o
.
1
t
o
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
w
i
t
h
S
a
n
t
a
This page left intentionally blank.
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Award of September 2016 Community Benefit Funds
PRESENTED BY: Cynthia Fortune, Finance Director
RECOMMENDATION: Approve the award of $671.11 from the City’s
Community Benefits Fund to the Terrace View Elementary
School PTA to cover the cost of educational student activity
booklets for the PTA’s Red Ribbon Week.
2030 VISION STATEMENT:
This staff report supports the following City Council Goals:
Goal #1 - Ensure Our Fiscal Viability, through the continuous monitoring of
revenue receipts and expenditure disbursements against approved budget
appropriations; and
Goal #4 – Develop and Implement Successful Partnerships through productive
collaboration with community groups, youth programs and senior organizations.
BACKGROUND:
On June 23, 2015, City Council approved the use of $25,000 from the City’s General
Fund Reserve Balance, to establish a Community Benefits Fund (CBF); on August 11,
2015, City Council approved the CBF Program Guidelines, Application and authorized
the City Manager to implement the program. In FY2015-16, City Council approved 10
applications totaling $14,546.00.
City Council has approved the Community Benefits Fund to continue in FY2016-17 with
an adopted budget of $25,000. The Community Benefits Fund’s purpose is to provide
funding for local youth programs, community events, community fee waivers, and be
used as an economic development tool for small business development in the City.
DISCUSSION:
The City has received a new application from the following organizations:
1. Terrace View Elementary School Parent Teacher Association
TERRACE VIEW ELEMENTARY SCHOOL PTA
7
Packet Pg. 87
The Terrace View Elementary PTA is committed to raising awareness in both the school
and the community that drugs are harmful.
The Terrace View Elementary PTA is holding Red Ribbon Week from October 17, 2016
through October 21, 2016. Red Ribbon Week is one of the oldest and largest drug
prevention programs in the nation. This organization is providing week long activities
that provide an understanding how drugs are harmful to our bodies and our brains.
Project Title: Red Ribbon Week at Terrace View
Project Activity: The program will offer a variety of activities to
help students develop a clear understanding of
the ill effects that drugs have on people, and
provide them with positive ways to live, drug-
free.
Public Purpose: This event provides a common goal of keeping
our children safe, to help children understand
that drugs are harmful. By encouraging a
healthy lifestyle for the Grand Terrace youth, the
community as a whole will benefit.
Amount Requested: $671.11
Utilization of Funds: Funds will be used to purchase activity booklets
for students.
In September-2016, City Council approved a Community Benefits Fund grant in the
amount of $1,000.00 for the Terrace View Elementary PTA’s Red Ribbon Week.
RECOMMENDATION:
After staff reviewed the application, it is recommended that City Council:
1. Approve the award of $671.11 of the City’s Community Benefits Fund to the
Terrace View Elementary PTA.
Upon City Council approval, the applicants will comply with the following, if they have
not already done so:
1. Issue the City of Grand Terrace an invoice for the grant amount;
2. Complete a W-9 form for reporting purposes;
3. Submit receipts within 30 days of the event/activity showing that the funds
provided were used for their original intent.
7
Packet Pg. 88
Attached is the Terrace View Elementary PTA’s submitted application.
FISCAL IMPACT:
Funds in the amount of $25,000 have been approved for the program and established in
the Community Benefits Fund (Fund 61). If approved, the table below will show the
balances of each category remaining in the fund:
Fund
No.
Account
No. Account Title
Balance
as of
August- 2016
Proposed
Grant
Awards
Balance
61 461-100 Youth Programs $10,000 ($671.11) $9,328.89
61 461-200 Art, Business &
Service Org. $5,000 0 $5,000
61 461-300 Community Waiver
Requests $5,000 0 $5,000
61 461-400 Other Community
Grants $5,000 0 $5,000
TOTAL $25,000 ($671.11) $24,328.89
ATTACHMENTS:
CBF 2016-17-001 - Terrace View Elementary PTA.Pdf (PDF)
APPROVALS:
Cynthia Fortune Completed 09/06/2016 5:18 PM
Finance Completed 09/06/2016 5:18 PM
City Attorney Completed 09/06/2016 5:22 PM
City Manager Completed 09/08/2016 1:19 PM
City Council Pending 09/13/2016 6:00 PM
7
Packet Pg. 89
7.a
Packet Pg. 90
At
t
a
c
h
m
e
n
t
:
C
B
F
2
0
1
6
-
1
7
-
0
0
1
-
T
e
r
r
a
c
e
V
i
e
w
E
l
e
m
e
n
t
a
r
y
P
T
A
.
P
d
f
(
1
9
9
1
:
S
e
p
t
e
m
b
e
r
2
0
1
6
A
w
a
r
d
o
f
C
o
m
m
u
n
i
t
y
B
e
n
e
f
i
t
F
u
n
d
s
)
7.a
Packet Pg. 91
At
t
a
c
h
m
e
n
t
:
C
B
F
2
0
1
6
-
1
7
-
0
0
1
-
T
e
r
r
a
c
e
V
i
e
w
E
l
e
m
e
n
t
a
r
y
P
T
A
.
P
d
f
(
1
9
9
1
:
S
e
p
t
e
m
b
e
r
2
0
1
6
A
w
a
r
d
o
f
C
o
m
m
u
n
i
t
y
B
e
n
e
f
i
t
F
u
n
d
s
)
7.a
Packet Pg. 92
At
t
a
c
h
m
e
n
t
:
C
B
F
2
0
1
6
-
1
7
-
0
0
1
-
T
e
r
r
a
c
e
V
i
e
w
E
l
e
m
e
n
t
a
r
y
P
T
A
.
P
d
f
(
1
9
9
1
:
S
e
p
t
e
m
b
e
r
2
0
1
6
A
w
a
r
d
o
f
C
o
m
m
u
n
i
t
y
B
e
n
e
f
i
t
F
u
n
d
s
)
7.a
Packet Pg. 93
At
t
a
c
h
m
e
n
t
:
C
B
F
2
0
1
6
-
1
7
-
0
0
1
-
T
e
r
r
a
c
e
V
i
e
w
E
l
e
m
e
n
t
a
r
y
P
T
A
.
P
d
f
(
1
9
9
1
:
S
e
p
t
e
m
b
e
r
2
0
1
6
A
w
a
r
d
o
f
C
o
m
m
u
n
i
t
y
B
e
n
e
f
i
t
F
u
n
d
s
)
This page left intentionally blank.
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Approval of Tentative Parcel Map 16-02 (Tentative Parcel
Map No. 19384) And Environmental 16-06 Located at
12569 Michigan Street
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: 1) Conduct a public hearing, and
2) Adopt a RESOLUTION OF THE CITY COUNCIL
ADOPTING AN ENVIRONMENTAL EXEMPTION AND
APPROVING TENTATIVE PARCEL MAP 16-02
(TENTATIVE PARCEL MAP NO. 19384), A SUBDIVISION
OF A 0.50-ACRE PARCEL INTO TWO SINGLE FAMILY
LOTS LOCATED AT 12569 MICHIGAN STREET
2030 VISION STATEMENT:
This Project supports the City’s 2030 Vision Plan, Goal #3 Promote Economic
Development.
BACKGROUND:
The former Community Redevelopment Agency sold the subject parcel to Habitat for
Humanity San Bernardino Area, Inc., subject to an Affordability Covenant, and requiring
the construction of the two owner-occupied affordable homes before June 30, 2014.
Affordability of the two homes is earmarked for very low and low income households. In
March of 2014, the construction completion date was extended to June 30, 2017.
The Applicant, Dennis Baxter, representing Habitat for Humanity, is requesting approval
of Tentative Parcel 16-02 (Tentative Parcel Map No.19384) to subdivide a 0.50-acre
parcel into two single family lots, measuring 9,687 square feet and 11,160 square feet,
respectively. The site is located at 12569 Michigan Street and it is zoned R1-7.2 Single
Family Residential. The Applicant also submitted Site and Architectural Review 16-02
requesting approval of the site and architectural concepts to construct the two
residential units on the proposed lots.
Pursuant to the City's Subdivision Ordinance, the Planning Commission makes a
recommendation on tentative maps to the City Council, and City Council has final
approval authority. The Planning Commission has approval authority on Site and
Architectural Review 16-02.
On August 25, 2016, the Planning Commission conducted a public hearing and adopted
a Resolution recommending City Council approval of the tentative parcel map.
8
Packet Pg. 94
DISCUSSION:
The parcel is rectangular shaped and relatively flat; it gradually slopes from the east to
the west. It fronts along Michigan Street at its west boundary, which is a 66-foot wide
collector street. The zoning surrounding the proposed project is R1-7.2 Single Family
Residential.
General Plan/Zoning Consistency
The Project site is designated Low Density Residential (LDR) on the General Plan Land
Use Map. The Low Density Residential designation limits land uses to single family
detached residential units at a density on 0-5 dwelling units per acre; the project density
is 2.4 dwelling units per acre.
The site is Zoned R1-7.2 Single Family Residential, which allows one single family
residence per lot. This zone district requires a minimum lot size of 7,200 square feet.
The minimum required lot dimensions are 100 feet deep and 60 feet wide, each
proposed subdivided lot meets these dimensions. The proposed parcels will measure
9,687 square feet and 11,160 square feet thereby meeting the lot dimensions.
Therefore, the Project is consistent with the General Plan and Zoning Code.
Tentative Parcel Map/Conceptual Grading
The tentative parcel map also serves as the conceptual grading plan. The tentative
parcel map shows grading, easements, public improvements, and the location of
existing utilities (water, sewer, street lights, etc.). The Project Site is fairly level and only
minor grading will occur. A wood fence will be constructed along the Project boundaries.
Parcel 1 will front along Michigan Street. Parcel 2 is behind Parcel 1 and does not have
direct lot frontage to Michigan Street. Instead, access to Parcel 2 is through a 20 foot
wide access easement along the north side of Parcel 1. This access easement is also a
fire lane. Because it serves as emergency access a condition of approval has been
added which precludes the installation of any gate or fencing that would restrict access
to Parcel 2 without first obtaining City and County Fire approvals.
Circulation/Access
The Project site is bounded by Michigan Street, a 66-foot-wide collector street. The
applicant will be required to dedicate an eleven feet easement along Michigan Street
and install standard improvements along the project frontage, including pavement,
driveway approach, curb, gutter, and sidewalk and relocate an existing power pole.
Site and Architectural Review 16-02
The Planning Commission approved Site and Architectural Review 16-02 to build a
single family home on each lot. For discussion purposes, Parcel 1 will have a 1,370
square foot home with three bedrooms and two baths. Parcel 2 will have a 1,563 square
foot home with four bedrooms and two baths. Each will have a two-car garage.
Environmental Review
8
Packet Pg. 95
The two lot subdivision is categorically exempt per the California Environmental Quality
Act, Code of Regulations, Title 14, Section 15332, which exempts infill development.
Public Notice
Public notice the special meeting for the Project was provided, including publishing in
the Grand Terrace City News and mailing notices to property owners within 300 feet of
the project site, 10 days prior to the meeting date. In addition, a copy of the notice was
posted in three public places.
Staff has not received any comments related to the City Council hearing notice.
Comments made at the Planning Commission were limited to questions to obtain more
information about the Project. No objections were expressed.
FISCAL IMPACT:
Approval of the Project will not have a fiscal impact. Habitat has paid all development
filing fees associated with the Project.
ATTACHMENTS:
Resolution_Tentative Parcel Map (DOC)
Exhibits to Tentative Parcel Map Resolution (PDF)
TPM 16-02_Notice of Exemption (DOC)
APPROVALS:
Sandra Molina Completed 09/06/2016 1:47 PM
Finance Completed 09/06/2016 4:48 PM
City Attorney Completed 09/06/2016 5:30 PM
Community Development Completed 09/07/2016 7:08 PM
City Manager Completed 09/08/2016 1:05 PM
City Council Pending 09/13/2016 6:00 PM
8
Packet Pg. 96
Page 1 of 7
RESOLUTION NO. 2016-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE, STATE OF CALIFORNIA, APPROVING TENTATIVE
PARCEL MAP NO. 16-02 (TENTATIVE PARCEL MAP NO. 19384) A
SUBDIVISON OF A 0.50-ACRE PARCEL INTO 2 SINGLE FAMILY LOTS
LOCATED AT 12569 MICHIGAN STREET
WHEREAS, Habitat for Humanity, represented by Dennis Baxter (“Applicant”),
filed an application for Tentative Parcel Map 16-02 (Tentative Parcel Map No. 19384) to
subdivide 0.50 acres into two (2) single family lots, with each lot measuring 9,687
square feet and 11,160 square feet, respectively; and
WHEREAS, Site and Architectural Review 16-02, was also filed to construct a
single family home in each lot created by Tentative Parcel Map 16-02; and
WHEREAS, the Project site is zoned R1-7.2 Single Family and designated Low
Density Residential on the General Plan Land Use Map, located 12569 Michigan Street,
identified as Assessor’s Parcel Number 1167-271-11; and
WHEREAS, the Project qualifies for an environmental exemption pursuant to
Section 15332 of the California Environmental Quality Act (CEQA) Guidelines, which
exempts infill projects when the project is compatible with the General Plan and Zoning
Code, is on less than five acres substantially surrounded by urban uses, it is devoid of
habitat for biological resources, the site is served by public utilities and services, and
there are no impacts to traffic noise, air quality or water quality; and
WHEREAS, on August 25, 2016, the Planning Commission conducted a public
hearing at a properly noticed special meeting held at the Council Chambers located at
22795 Barton Road, Grand Terrace, California, and concluded said hearing by voting to
recommend City Council approval of Tentative Parcel Map 16-02 (TPM No. 19384); and
WHEREAS, on September 13, 2016, the City Council conducted a duly noticed
public hearing at the Council Chambers located at 22795 Barton Road, Grand Terrace,
California and concluded the hearing on said date; and
WHEREAS, all legal prerequisites to the adoption of this Resolution have
occurred.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE DOES HEREBY RESOLVE AS FOLLOWS:
1. The City Council hereby finds that the Project is categorically exempt from the
provisions of the California Environmental Quality Act (CEQA) pursuant to
Section 15332. The Notice of Exemption prepared in connection with the Project
has been reviewed and considered and reflects the independent judgment of the
Planning Commission, and is recommended for adoption.
8.a
Packet Pg. 97
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Page 2 of 7
2. The City Council finds as follows with respect to Tentative Parcel Map 16-02
(Tentative Parcel Map No. 19384):
a. The proposed subdivision is consistent with the City General Plan and any
applicable specific plan for the area. The proposed single family
residential project at a density of 2.4 dwelling units per acre is consistent
with the Low Density Residential (LDR) General Plan designation, which is
intended for detached single family residential. It conforms to several
General Plan policies relating to the construction of street improvements
and utilities to serve the Project, and Housing Element policies to
encourage affordable housing development. The Project is consistent with
the provisions of the Zoning Code.
b. The design or improvement of the proposed subdivision is consistent with
the City General Plan and any applicable specific plan for the area. The
density of 2.4 dwelling units per acre conforms to the density limitation of
0-5 dwelling units per acre of the LDR designation.
c. The site is physically suitable for the type and proposed density of
development proposed by the tentative parcel map. The site can support
the proposed development, which is proposing one-story home at each lot
and it meets the City’s design development standards.
d. The design of the subdivision and proposed improvements are not likely to
cause significant environmental damage or substantially and avoidably
injure fish or wildlife or their habitat. The Project is infill development and
the Project site has no value as habitat for endangered, rare, or
threatened species and qualifies for an environmental exemption,
pursuant to Section 15332 of the California Environmental Quality Act
(CEQA) Guidelines.
e. The design of the subdivision and the type of improvements are not likely
to cause serious public health problems. The two lot subdivision will not
result in significant effect to traffic, noise, air quality or water quality.
f. The design of the subdivision provides for future passive or natural
heating and cooling opportunities in the subdivision to the extent feasible.
g. The design of the subdivision and the type of improvements will not
conflict with easements acquired by the public at large for access through
or use of property within the proposed subdivision, or the design of the
alternate easements which are substantially equivalent to those previously
acquired by the public will not be provided.
h. In approving the subdivision the approving authority has considered its
effects and the effects of adopted ordinances and actions relating to the
review and approval of subdivisions on the housing needs of the region
and balanced those needs against the public service needs of its residents
and available fiscal and environmental resources.
8.a
Packet Pg. 98
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Page 3 of 7
BE IT FURTHER RESOLVED THAT Tentative Parcel Map 16-02 (Tentative Parcel Map
No. 19384) is hereby approved subject to the following conditions of approval:
General Conditions of Approval:
1. Approval of Tentative Parcel Map 16-02 (Tentative Parcel Map No. 19384) is
granted to subdivide 0.50 acres into two (2) single family lots on the property
located at 12569 Michigan Street. This approval is granted based on the
application materials submitted by Habitat for Humanity, represented by Dennis
Baxter on May 5, 2016, including the revised tentative parcel map and materials
re-submitted on July 28, 2016. These plans are approved as submitted and
conditioned herein, and shall not be further altered except as modified by these
conditions of approval, and unless reviewed and approved by the affected city
departments.
2. This approval shall expire twenty-four (24) months from the date of adoption of
this resolution. This approval shall become null and void if a parcel map has not
been timely filed prior to the expiration date in accordance with the provisions of
the Subdivision Map Act. An extension of time may be granted by the Planning
and Development Services Director upon submittal of a time extension request
and appropriate filing fees. In granting any such time extension the City may
impose new conditions and standards on the tentative parcel map, pursuant to
Section 66452.6(e) of the California Government Code.
3. The applicant shall defend, indemnify and hold harmless the City and its agents,
officers, attorneys and employees from any claim, action, or proceeding
(collectively referred to as "proceeding") brought against the City or its agents,
officers, attorneys or employees to attack, set aside, void, or annul the City's
decision to approve the tentative parcel map development, approval or
authorization and approvals conditions or approval and certifications under
CEQA and/or any mitigation monitoring program, but excluding any subdivision
approval governed by California Government Code § 66474.9, and which action
is brought within the time period provided for in Government Code Section
66499.37. This indemnification shall include, but not limited to, damages, fees
and/or costs awarded against the City, if any, and cost of suit, attorneys' fees and
other costs liabilities and expenses incurred in connection with such proceeding
whether incurred by applicant, the City, and/or the parties initiating or bringing
such proceeding. The City shall promptly notify the applicant of any claim, action,
or proceeding concerning the project and the City shall cooperate fully in the
defense of the matter. The City reserves the right, at its own option, to choose its
own attorney to represent the City, its officers, employees, and agents in the
defense of the matter.
The applicant shall defend, indemnify and hold harmless the City, its agents,
officers, employees and attorneys for all costs incurred in additional investigation
and/or study of, or for supplementing, preparing, redrafting, revising, or amending
any document (such as a notice of exemption, negative declaration, EIR, specific
plan or General Plan amendment), if made necessary by said proceeding and if
8.a
Packet Pg. 99
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Page 4 of 7
applicant desires to pursue securing such approvals, after initiation of such
proceeding, which are conditioned on the approval of such documents, and shall
Indemnify the City for all the City's costs, fees, and damages that the City incurs
in enforcing these indemnification provisions.
4. Any details which are inconsistent with requirements of state and local
ordinances, conditions of approval, or City policies must be specifically modified
to comply with state and local ordinances, conditions of approval, or City policies,
or must be approved in the final parcel map or improvement plan approvals
5. The applicant shall comply with all requirements of the Subdivision Map Act, and
Title 17 (Subdivisions) contained in the Grand Terrace Municipal Code.
6. In the event that exhibits and written conditions are inconsistent, the written
conditions shall prevail.
7. Upon approval of these conditions and prior to becoming final and binding, the
applicant must sign and return an “Acceptance of Conditions” form. The form
and content shall be prepared by the Planning and Development Services
Department.
8. The applicant shall comply with all requirements of the Building and Safety
Department, including the conditions of approval contained in the memorandum
dated May 23, 2016, attached hereto as Exhibit 1.
9. The applicant shall comply with all requirements of the Public Works Department,
including the conditions of approval contained in the memorandum dated August
16, 2016, attached hereto as Exhibit 2.
10. The applicant shall comply with all requirements of the San Bernardino County
Fire Department, office of the Fire Marshal Community Safety Division, including
the conditions of approval contained in their letter identified as permit No.
F201600568, attached hereto as Exhibit 3.
Conditions Prior to Parcel Map Approval:
11. The applicant shall prepare improvement plans, in accordance with the City
Subdivision Ordinance.
12. If any public improvement required as part of the approval of the subdivision will
not be completed and accepted prior to approval of the final parcel map, then
prior to a determination of a complete and timely filing of the final parcel map, the
subdivider, at his expense, shall be required to enter into a subdivision
improvement agreement, with the City to complete said public improvements in
accordance with the City’s Subdivision Ordinance. Performance of said
agreement shall be guaranteed by the security specified in the Subdivision
Ordinance (GTMC Title 17) and Section 66499 et seq. of the Subdivision Map
Act.
8.a
Packet Pg. 100
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Page 5 of 7
13. Provide a “will serve” letter from the Riverside Highland Water Company.
14. A parcel map prepared by, or under the direction of a registered civil engineer
authorized to practice land surveying, or a licensed land surveyor, must be
processed through the City prior to being filed with the County Recorder.
15. The applicant shall submit a title report and subdivision guarantee showing all fee
interest holders, all interest holders whose interest could ripen into a fee; all trust
deeds, together with the names of the trustee and all easement holders. The
account for this title report shall remain open until the final parcel map is filed with
the County Recorder. No easements shall be granted and recorded until after
the parcel map is recorded, unless approved by the City Engineer and
subordinated to any City easements by a certification upon the title sheet of the
final map, prior to the grant.
16. The applicant shall incorporate into the project design all existing easements
within the project boundaries. In the case where easements are proposed to be
abandoned, the applicant shall obtain abandonment of said easements from the
affected easement holder(s). If this requirement cannot be accomplished, the
project shall be redesigned accordingly and as approved by the City.
17. Easements for all on-site facilities, public and private, shall be reviewed and
approved by the City Engineer prior to recordation. Such easements may
include, but are not limited to, sewer, water, electric, gas, telephone, storm
drains, detention basins, and landscaping.
18. Applicant shall a twenty (20) foot access easement along the entire north side of
Parcel 1 for the benefit of Parcel 2. The easement shall also be identified as a
fire lane for the benefit of County Fire.
19. No parking shall be permitted within the access easement/fire lane.
20. No gate or fencing shall be installed at the east end of the twenty (20) foot
access easement without prior approval of the Planning and Development
Services Department and County Fire Department.
21. Applicant shall show an eleven foot dedication along Michigan Street to the west
side of the property and construct public improvements.
22. Pay all required fees for the processing and approval of the parcel map.
23. Prior to parcel map approval, all on-site and off-site curbs, gutters, paving, street
lights, sewer laterals, water services, utilities, grading, storm drain improvements
shall be installed or sufficient surety shall be posted to the satisfaction of the City
to guarantee their installation.
24. Prior to parcel map approval, plans and specifications for the water system
facilities shall be submitted for approval to the Riverside Highland Water
8.a
Packet Pg. 101
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Page 6 of 7
Company. The subdivider shall submit an agreement and other evidence,
satisfactory to the City, indicating that the subdivider has entered into a contract
with the water purveyor guaranteeing payment and installation of the water
improvements.
25. Prior to the parcel map approval, there shall also be filed with the City Engineer,
a statement from the water purveyor indicating subdivider compliance with the
Fire Department’s fire flow requirements.
26. Improvement plans for utility connections and services, including water, fire
hydrant and/or fire sprinklers, sewer, storm drain, gas, electric, phone, and
television, shall be submitted to and approved by the City.
27. Sewer improvement plans must be approved by the City of Colton Wastewater &
Utilities Department.
28. Access rights shall be granted to the City for the purpose of allowing access over
private drives within the development for all City vehicles, including police, fire,
and other emergency vehicles. The document(s) recording this access shall be
prepared by the applicant for review and approval by the City Engineer, prior to
recordation.
29. The parcel map shall be filed with the County recorder and one (1) Mylar copy of
the filed map shall be submitted to the City offices prior to the issuance of any
building permits.
30. The project shall be constructed in accordance with all the approved plans and
conditions of approval, including but not limited to site plans, grading plans, wall
plans, and building elevations.
31. Construction and operational activities associated with the project shall comply
with the regulations of the City’s Noise Ordinance, Chapter 8.108 of the Grand
Terrace Municipal Code.
32. Applicant shall install wooden perimeter fencing and shall meet height
requirements.
33. Prior to installation of fencing on shared property lines, the applicant shall submit
an Encroachment Agreement signed by adjacent property owners authorizing
construction of block walls on the shared property line.
34. The developer shall pay all applicable development impact fees in effect at the
time that construction permits are issued by the City.
PASSED AND ADOPTED by the City Council of the City of Grand Terrace, California,
at a meeting held on the 13 day of September, 2016.
AYES:
8.a
Packet Pg. 102
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Page 7 of 7
NOES:
ABSENT:
ABSTAIN:
ATTEST:
__________________________ __________________________
City Clerk of the City of Grand Terrace Mayor of the City of Grand Terrace and
And of the City Council thereof of the City Council thereof
8.a
Packet Pg. 103
At
t
a
c
h
m
e
n
t
:
R
e
s
o
l
u
t
i
o
n
_
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Building and Safety Conditions of Approval
Date: May 23, 2016
Applicant: Habitat for Humanity
Address of Applicant: 25948 Business Center Drive, Redlands, CA
Site Location: 12569 Michigan Street, Grand Terrace, Ca
W.O. # 12-2.1144
Provide four (4) construction plans and required documentation for review of the proposed project. Below is a list of the plans and documents Building and Safety will need for plan
review. The initial plan review will take approximately three weeks on most projects. You have received a work order number: 12-2.1144 for the proposed project, this number will be needed to obtain information regarding your plan review. Plan review fees and permit fees will be charged at the time plans are approved and are ready to issue. Provide the following sets of plans and documents.
Engineering submittal’s required at first plan review. (1) Grant Deed showing all easements. (4) Street improvement plans prepared by a licensed Civil Engineer. (4) Tentative Parcel Map plans
(4) Utility Plan Sheets (4) Sewer Plan Sheets (4) Rough and Precise Grading Plans with Hydrology Report (2) Water Quality Management Plan, (WQMP) and Erosion Control Plan (2) Stormwater Pollution Prevention Plan
Building and Safety submittal’s required at first plan review. (4) Architectural Plans (4) Structural Plans (2) Structural Calculations
(4) Plot/Site Plans (4) Electrical Plans (4) Electrical Load Calculations (4) Plumbing Plans/Isometrics, Water, Sewer and Gas (4) Mechanical Plans
(4) Mechanical Duct Layout Plans
EXHIBIT 1
8.b
Packet Pg. 104
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Building and Safety Conditions of Approval
(2) Roof and Floor Truss Plans (2) Title 24 Energy Calculations
(2) Soils Reports
Building & Safety General Information All structures shall be designed in accordance with the 2013 California Building Code, 2013
California Mechanical Code, 2013 California Plumbing Code, and the 2013 California Electrical
Code, 2013 Residential Code and the 2013 California Green Buildings Standards adopted by the State of California. All work performed in the public right of way shall comply with the San Bernardino County
Public Works Standards or standards of the Greenbook 2015 Edition as approved by the Public
Works Director. The Developer/Owner is responsible for the coordination of the final occupancy. The Developer/Owner shall obtain clearances from each department and division prior to requesting a
final building inspection from Building & Safety. Each agency shall sign the bottom of the Building & Safety Job Card. Building & Safety inspection requests and Public Works inspection requests can be made twenty
four (24) hours in advance for next day inspection. Please contact (909) 825-3825. You may
also request inspections at the Building & Safety public counter. All construction sites must be protected by a security fence and screening. The fencing and screening shall be maintained at all times to protect pedestrians.
Toilet facilities shall be provided for construction workers and such facilities shall be maintained in a sanitary condition. Construction toilet facilities of the non sewer type shall conform to ANSI ZA.3.
Prior to building permits, applicant shall enter into a recycling agreement for construction waste
according to Ordinance No. 243. A deposit will be required as part of this ordinance. Recycling receipts from the recycled company responsible for accepting the materials shall be kept in the construction office for viewing by the City Inspector. Burrtec Waste Industries has a Franchise Agreement with the City to recycle waste. Waste from the project will need to be disposed at a
Burrtec Waste Industries facility. No waste shall be disposed of at any other waste facility. If
waste is disposed of at an unapproved facility, funds from the deposit will be used to offset the waste stream.
8.b
Packet Pg. 105
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Building and Safety Conditions of Approval
Construction projects which require temporary electrical power shall obtain an Electrical Permit
from Building & Safety. No temporary electrical power will be granted to a project unless one
of the following items is in place and approved by Building & Safety and the Planning Department.
(A) Installation of a construction trailer. or,
(B) Security fenced area where the electrical power will be located.
Installation of construction/sales trailers must be located on private property. No trailers can be located in the public street right of way.
Building Permit Conditions
1.Prior to issuance of Building Permits, on site water service shall be installed andapproved by the responsible agency. On site fire hydrants shall be approved by the Fire
Department. No flammable materials will be allowed on the site until the fire hydrantsare established and approved.
2.Prior to issuance of permits, site grading certification and pad certifications shall be
submitted to Building & Safety. Prior to concrete placement, submit a certification for
the finish floor elevation and set backs of the structures. The certification needs to reflectthat the structure is in conformance with the Precise Grading Plans. Compaction reportsshall accompany pad certifications.
3.Prior to issuance of building permits, provide Building & Safety with a will service letter
from Riverside Highland Water Company and the City of Colton waste waterDepartment.
4.All construction projects shall comply with the National Pollutant Discharge Elimination
Systems (NPDES) and the current San Bernardino County MS4 permit.
8.b
Packet Pg. 106
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Public Works Conditions of Approval
Date: August 16, 2016
Applicant: Habitat for Humanity
Address of Applicant: 25948 Business Center Drive, Redlands, CA
Site Location: 12569 Michigan Street, Grand Terrace, Ca
W.O. # 12-2.1144
Provide 1 set of construction plans and required documentation for review of the proposed project. Below is a list of the plans and documents Public Works will need for plan review. The initial plan review will take approximately three weeks on most projects.
(1) Grant Deed showing all easements.
(1) Street improvement plans prepared by a licensed Civil Engineer. (1) Tentative Parcel Map plans (1) Utility Plan Sheets (1) Sewer Plan Sheets
(1) Rough and Precise Grading Plans with Hydrology Report
(1) Water Quality Management Plan, (WQMP) and Erosion Control Plan (1) Storm water Pollution Prevention Plan (1) Soils Reports
All work performed in the public right of way shall comply with the San Bernardino County
Public Works Standards or standards of the Greenbook 2015 Edition as approved by the Public Works Director.
Public Works inspection requests can be made twenty four (24) hours in advance for next day
inspection. Please contact (909) 825-3825.
Toilet facilities shall be provided for construction workers and such facilities shall be maintained in a sanitary condition. Construction toilet facilities of the non sewer type shall conform to ANSI ZA.3.
EXHIBIT 2
8.b
Packet Pg. 107
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Public Works Conditions of Approval
1. All on site utilities shall be underground to the new proposed structure.
2.Street cut permits are required before work begins in the public right of way. A street cutdeposit will be collected for each street cut and held for two years.
3.The existing Edison Power Pole located in the right of way of Michigan Street shall beremoved with the street improvements. Show that the Edison pole will be removed onthe proposed street plans. Please note that advanced application for pole relocation withEdison is necessary so there is not a hold on occupancy of the dwellings.
4.The applicant shall dedicate and/or construct all missing or damaged publicimprovements. The missing or damaged public improvements shall include, but are notlimited to, pavement, curb, gutter, sidewalk, driveway approach, and street light.
5.Install centrally located concrete ornamental street light in the right of way and pay one
year energy cost for street light. Coordinate with Southern California Edison and theCity of Grand Terrace for cost and location. Street light shall be of the LED energysaving type.
6.Provide half street width paving overlay after utility installations on the entire length of
the project. Minimum 2 inch asphalt overlay with an asphalt grind. All grindings shallbe recycled.
7.The Applicant shall submit proposed sewer plans to the City of Colton Wastewater
Department for plan review. Applicant shall pay all plan review fees and permit fees for
the sewer review to the City of Colton. Please provide a written “Will Serve” letter andapproved sewer plans to the City of Grand Terrace before any permits are issued.
8.The applicant shall submit proposed water plans to the Riverside Highland Water
Company for plan review. Applicant shall pay all plan review fees and permit fees for
the water review to Riverside Highland Water Company. Please provide a written “WillServe” letter and approved plans to the City of Grand Terrace before any permits areissued.
9. Provide right of way paving, curb, and gutter, cross gutter, ramps, sidewalk, street lights,signage and striping.
10.Minimum driveway grades shall be consistent with San Bernardino County Standard 131.
Riverside County Standard driveway approach can also be used.
8.b
Packet Pg. 108
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
Public Works Conditions of Approval
11.A truck haul permit shall be required if more than 50 cubic yards of earth is to be hauled
on City Street. Additional conditions, such as truck route approval, traffic controls,bonding, and or street cleaning may be required by the City engineer.
12.The geotechnical report recommendations for on and off site excavation, compaction,
slope stability and paving sections shall be placed on the title sheets of the rough and
precise grading plans along with the seal and signature of the geotechnical engineer.
13.Monumentation: If any activity on this project will disturb any land survey monuments,the disturbed monumnetation shall be located and referenced by or under the direction of
a licensed land surveyor or a registered civil engineer authorized to practice land
surveying prior to commencement of any activity with the potential to disturb themonumnetation, and a corner record or record of survey of the references shall be filledwith the County.
14.Prior to grading permit and public works permit issuance, the final parcel map shall be
recorded with the San Bernardino County Recorder’s office. The recorded parcel mapMylar shall be provided to the Public Works Department.
15. Show all easements on improvement plans and tract map.
16.All construction projects shall comply with the National Pollutant Discharge EliminationSystems (NPDES) and the current San Bernardino County MS4 permit.
17.Developer must dedicate an 11-foot strip along the entire frontage of the property for
Future Width Line.
18.Developer must dedicate a 20-foot access easement for the benefit of Residence 2 in therear.
8.b
Packet Pg. 109
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
SAN BERNARDINO COUNTY
FIRE DEPARTMENT
OFFICE OF THE FIRE MARSHAL
COMMUNITY SAFETY DIVISION
620 South "E" Street
San Bernardino, CA. 92415-0179
(909) 386-8400 -Fax (909) 386-8460
COUNTY OF SAN BERNARDINO
PUBLIC AND SUPPORT
SERVICES GROUP
MARK A. HARTWIG
Fire Chief
DATE: EXPIRATION: 1\-2£'.t -J(.,
HABITAT FOR HUMANITY SAN BERNARDINO AREA
22795 BARTON RD
GRAND TERRACE CA
PERMIT NUMBER: F201600568
LOCATION: 12569 MICHIGAN ST GRTC ~ bo~h *vdvrt6 oJ\,Q..re +v-+h,~~ f~'\.Q ie.+ki. ~
PROJECT TYPE: Single Family Residence
SQUARE FOOTAGE: 1370
FIRE FLOW:
SUBMITTED FLOW: 0 GPM for a duration of 2 hours @ 20 PSI
REQUIRED FLOW: 1000 GPM for a duration of 2 hours @ 20 PSI
APN: 1167-271-11-0000
Dear Applicant:
With respect to the conditions of approval regarding the above referenced project, the San Bernardino County Fire
Department requires the following fire protection measures to be provided in accordance with applicable local ordinances,
codes, and/or recognized fire protection standards.
The Fire Conditions Attachment of this document sets forth the FIRE CONDITIONS and STANDARDS which are applied to
this project.
FIRE CONDITIONS: All FIRE CONDITIONS FOR THIS PROJECT ARE ATTACHED
Page_l ot.2_
Sincerely,
~~~MM1f"7J
San Bernardino County Fire Department
Valley Division Community Safety Division
Duty, Honor, Community
EXHIBIT 3
8.b
Packet Pg. 110
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
FIRE CONDITIONS ATTACHMENT
DATE: 05-26-2016
PERMIT NUMBER: F201600568
LOCATION: 12569 MICHIGAN ST GRTC
PARCEL: 1167-271-11-0000
Cond: F01
CONDITIONS
Jurisdiction. The above referenced project is under the jurisdiction of the San Bernardino County
Fire Department herein ("Fire Department"). Prior to any construction occurring on any parcel, the
applicant shall contact the Fire Department for verification of current fire protection
requirements. All new construction shall comply with the current Uniform Fire Code requirements and
all applicable statutes, codes, ordinances and standards of the Fire Department. [F01]
Cond: EXPNOTE
Construction permits, including Fire Condition Letters, shall automatically expire and become
invalid unless the work authorized by such permit is commenced within 180 days after its issuance,
or if the work authorized by such permit is suspended or abandoned for a period of 180 days after
the time the work is commenced. Suspension or abandonment shall mean that no inspection by the
Department has occured with 180 days of any previous inspection. After a construction permit or
Fire Condition Letter, becomes invalid and before such previously approved work recommences, a new
permit shall be first obtained and the fee to recommence work shall be one-half the fee for the new
permit for such work, provided no changes have been made or will be made in the original
construction documents for such work, and provided further that such suspension or abandonment has
not exceeded one year. A request to extend the Fire Condition Letter or Permit may be made in
writing PRIOR TO the expiration date justifying the reason that the Fire Condition Letter should be
extended.
Cond: F52
Combustible Vegetation. Combustible vegetation shall be removed as follows:
" Where the average slope of the site is less than 15% -Combustible vegetation shall be removed a
minimum distance of thirty (30) feet from all structures or to the property line, whichever is
less.
Where the average slope of the site is 15% or greater -Combustible vegetation shall be
removed a minimum one hundred (100) feet from all structures or to the property line, whichever is
less. County Ordinance# 3586 [F52]
Cond:F58
Sprinkler Installation Letter. The applicant shall submit a letter to the Fire Department agreeing
and committing to installation of a fire protection system prior to the building inspection for
drywall and insulation. [F58]
Cond: F61
Fire Sprinkler-NFPA #13D. An automatic life safety fire sprinkler system complying with NFPA
Pamphlet #13D and the Fire Department standards is required. The applicant shall hire a Fire
Department approved fire sprinkler contractor, or be the approved homeowner/intaller. The fire
sprinkler contractor/installer shall submit three (3) sets of detailed plans (minimum 1/8" scale)
Page ___..f2_ of 3
8.b
Packet Pg. 111
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
FIRE CONDITIONS ATTACHMENT
DATE: 05·26·2016
PERMIT NUMBER: F201600568
LOCATION: 12569 MICHIGAN ST GRTC
PARCEL: 1167-271-11-0000
with hydraulic calculations and manufacture's specification sheets to the Fire Department for
approval. The required fees shall be paid at the time of plan submittal. Minimum water supply shall
be in accordance with current fire department standards.
The applicant or contractor shall contact their local water purveyor to obtain specifications on
installing a residential fire sprinkler system within the jurisdiction of the water purveyor. The
applicant shall attach a letter from the water purveyor indicating the types of systems allowed in
that jurisdiction. Standard 101 .1 D [F61]
Cond: F71
Side Yard Construction. Exterior walls of residential and accessory buildings or portions thereof
shall be constructed a minimum thirty (30) foot from all adjacent structures. All residential
structures shall have interior side yards setbacks of twenty percent (20%) of lot width. [F71]
Cond: CON0035198
Residential Addressing. The street address shall be installed on the building with numbers that are
a minimum of four ( 4) inches in height and with a one half (Yz) inch stroke. The address shall be
visible from the street. During the hours of darkness, the numbers shall be internally and
electrically illuminated with a low voltage power source. Numbers shall contrast with their
background and be legible from the street. Where the building is fifty (50) feet or more from the
roadway, additional contrasting four (4) inch numbers shall be displayed at the property access
entrances. Standard 901.4.4 [F81]
Must be visible from street that their is a second residence in the back. Showing the address with
A/B or someother indicators for emergency personnel.
Cond: F87
Spark Arrestor. An approved spark arrestor is required. Every chimney that is used in conjunction
with any fireplace or any heating appliance in which solid or liquid fuel are used, shall have an
approved spark arrestor visible from the ground that is maintained in conformance with the Uniform
Fire Code. [F87]
Cond: CON0035197
Fire Lanes. The applicant shall submit a fire lane plan to the Fire Department for review and
approval. Fire lane curbs shall be painted red. The "No Parking, Fire Lane" signs shall be
installed on public/private roads in accordance with the approved plan. Standard 901 .4 [F93].
Need to make sure that driveway of 1st house does not block fire access to 2nd house.
Page __3_ of ~
8.b
Packet Pg. 112
At
t
a
c
h
m
e
n
t
:
E
x
h
i
b
i
t
s
t
o
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
R
e
s
o
l
u
t
i
o
n
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
C:\users\pnares\appdata\local\temp\minutetraq\grandterracecityca@grandterracecityca.iqm2.com\work\attachments\3540.doc
22795 Barton Road, Grand Terrace, California, 92313-5295 909/824-6621 Fax 909/783-2600
CITY OF GRAND TERRACE
NOTICE OF EXEMPTION
TO: Clerk of the Board of Supervisors FROM: Planning and Development
County of San Bernardino Services Department
385 N. Arrowhead Avenue, 2nd Floor City of Grand Terrace
San Bernardino, CA 92415-0130 22795 Barton Road
Grand Terrace, CA 92313
Project Title: Tentative Parcel Map 16-02, Site and Architectural Review 16-02 and
Environmental 16-06
Project Location – Specific: The project is located at 12569 Michigan Street, in the County of
San Bernardino, APN: 1167-271-11
Description of Project: Construct (2) two single family residences and front yard landscaping
within the boundaries of Tentative Parcel Map 19384, a 2 lot subdivision.
Name of Public Agency Approving Project: Grand Terrace City Council
Name of Person or Agency Carrying out Project: Mr. Dennis Baxter
Exempt Status: California Code of Regulations, Title 14, Section 15332, Infill Development
Projects
Reasons Why Project is Exempt: Section 15332 of the California Environmental Quality Act
(CEQA) Guidelines. This section exempts infill projects when the project is compatible with
the General Plan and Zoning Code, is on less than five acres substantially surrounded by
urban uses, it is devoid of habitat for biological resources, the site is served by public utilities
and services, and there are no impacts to traffic noise, air quality or water quality.
Lead Agency or Contact Person: Area Code/Telephone
(909) 824-6621
______________________________ _________________
Sandra Molina Date
Planning and Development Services
Director
8.c
Packet Pg. 113
At
t
a
c
h
m
e
n
t
:
T
P
M
1
6
-
0
2
_
N
o
t
i
c
e
o
f
E
x
e
m
p
t
i
o
n
[
R
e
v
i
s
i
o
n
1
]
(
2
0
0
2
:
T
e
n
t
a
t
i
v
e
P
a
r
c
e
l
M
a
p
1
6
-
0
2
a
n
d
E
n
v
i
r
o
n
m
e
n
t
a
l
1
6
-
0
6
)
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Purchase Order for Honeywell Building Solutions
PRESENTED BY: Yanni Demitri, Public Works Director
RECOMMENDATION: Approve a Purchase Order for Maintenance Services by
Honeywell Building Solutions in the amount of $25,102.12.
Authorize the City Manager to execute the Purchase Order
with Honeywell.
2030 VISION STATEMENT:
This staff report supports City Council Goal #1, “Ensuring Our Fiscal Viability.”
BACKGROUND:
On August 15, 2005 the City entered into a 10-year Maintenance Service Agreement
with Honeywell Building Solutions. Honeywell provides heating, ventilation, and air
conditioning (HVAC) equipment maintenance services at City Hall, the Childcare
Center, the Senior Center and the Fire Station. Honeywell also provides water treatment
services for the boiler at City Hall.
DISCUSSION:
As of August 15, 2015, the 10-year term of the Service Agreement with Honeywell has
expired. However, the Agreement has a renewal clause that states the contract term will
automatically be renewed for consecutive terms of one year unless terminated by either
party by delivery of written notice.
City staff requested price quotes from three vendors in an effort to potentially save
funds with a new vendor. However, none of the contractors could provide the extensive
services for the City that Honeywell currently renders. This is in part due to the fact that
Honeywell installed the equipment that is being serviced. Essentially, Honeywell is a
sole source vendor.
Staff is recommending that Council approve the Purchase Order for the Maintenance
Service Agreement Annual Renewal in the amount of $25,102.12 and authorize the City
Manager to execute the Purchase Order.
FISCAL IMPACT:
9
Packet Pg. 114
There are funds budgeted in the 2016-17 Facilities Maintenance accounts to cover the
purchase order for Honeywell maintenance services as shown below:
Fund Account Balance
10 195-257-000-000 $33,730.00
Used for this project $25,102.12
Remaining Account Balance $8,627.88
ATTACHMENTS:
Attachment 1 - Maintenance Service Agreement Renewal Notice(PDF)
Attachment 2 - Maintenance Service Agreement (PDF)
APPROVALS:
Yanni Demitri Completed 08/31/2016 5:51 PM
Finance Completed 09/06/2016 4:44 PM
City Attorney Completed 09/06/2016 5:06 PM
City Manager Completed 09/08/2016 1:07 PM
City Council Pending 09/13/2016 6:00 PM
9
Packet Pg. 115
Honeywell
Automation and Control Solutions
Honeywell
22 Centerpointe Drive, Suite 100
La Palma, CA 90623
714 562-3023 Office
714 242-6865 Fax
It is intended and agreed upon by the Parties that only those provisions of such existing Contract, as identified above, which delineate the
actual terms and conditions and the terms of payment therefore, are incorporated into this letter, that no other additional provisions, terms, conditions or instructions contained in purchase order, delivery order or any other documents issued by the Customer are hereby rejected,
unless accepted in writing by the Parties.
April 30, 2015
Ms. Barrie Owens
City of Grand Terrace
22795 Barton Road
Grand Terrace, CA 92313
Regarding: Your Maintenance Contract 40100238
Dear Ms.Owens:
On behalf of all of us at Honeywell, I want to thank you for your continued business. It is our objective to
be the most responsive Service Team in the industry in order to help you achieve and exceed your goals.
The opportunity to work with you and your facilities for the benefit of your enterprise is greatly
appreciated.
Honeywell annually reviews each service agreement to take into account any changes in market
conditions. Recent changes in the Service Price Index (SPI), Consumer Price Index (CPI) and other
expense factors have had a direct impact on our cost of providing high quality maintenance services to
our customers. In accordance with your existing contract(s), Honeywell will be adjusting your annual
contract price to account for these changes, which will allow us to continue to deliver superior service to
you, our valued customer.
The updated contract information is provided below:
Contract Number: 40100238
Current Annual Fee: $24,370.99
New Annual Fee: $25,102.12
Renewal Date: July 1, 2015
If your accounts payable department requires a new purchase order due to this adjustment,
please provide us with the updated PO number by completing the information below and faxing
this document to Karen Corpuz at 714.242.6865 or email to karen.corpuz@honeywell.com by May
25, 2015.
Should you have any questions or want to discuss any aspect of your Honeywell service agreement, I can
be reached at (714) 562-3023.
Thank you for doing business with Honeywell Inc.
Sincerely,
Derek Wheeler
Field Service Supervisor
cc: Contract File 40100238
---------------------------------------------------------------------------------------------------------------------
Contract Number: 40100238 New Purchase Order Number
New Annual Fee: $25,102.12 #________________________
9.a
Packet Pg. 116
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
1
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
R
e
n
e
w
a
l
N
o
t
i
c
e
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
9.b
Packet Pg. 117
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
9.b
Packet Pg. 118
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
9.b
Packet Pg. 119
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
9.b
Packet Pg. 120
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
9.b
Packet Pg. 121
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
9.b
Packet Pg. 122
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
2
-
M
a
i
n
t
e
n
a
n
c
e
S
e
r
v
i
c
e
A
g
r
e
e
m
e
n
t
(
2
0
0
1
:
P
u
r
c
h
a
s
e
O
r
d
e
r
f
o
r
H
o
n
e
y
w
e
l
l
B
u
i
l
d
i
n
g
S
o
l
u
t
i
o
n
s
)
This page left intentionally blank.
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Adoption of 2016 Building Codes
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: Waive further reading and Introduce AN ORDINANCE OF
THE CITY COUNCIL OF THE CITY OF GRAND TERRACE,
CALIFORNIA, AMENDING SECTION 15.08.010 OF
CHAPTER 15.08 (BUILDING CODE), SECTION 15.10.010
OF CHAPTER 15.10 (RESIDENTIAL CODE), SECTION
15.12.010 OF CHAPTER 15.12 (ELECTRICAL CODE),
SECTION 15.16.010 OF CHAPTER 15.16 (PLUMBING
CODE), SECTION 15.17.010 OF CHAPTER 15.17 (GREEN
BUILDING STANDARDS), AND SECTION 15.20.010 OF
CHAPTER 15.20 (MECHANICAL CODE) OF TITLE 15
(BUILDINGS AND CONSTRUCTION) OF THE GRAND
TERRACE MUNICIPAL CODE, ADOPTING THE 2016
CALIFORNIA BUILDING CODE, INCLUDING THE 2016
CALIFORNIA REFERENCED STANDARD CODE, 2016
CALIFORNIA RESIDENTIAL CODE, 2016 CALIFORNIA
ELECTRICAL CODE, 2016 CALIFORNIA PLUMBING
CODE, 2016 CALIFORNIA GREEN BUILDING
STANDARDS CODE, AND 2016 CALIFORNIA
MECHANICAL CODE
2030 VISION STATEMENT:
This staff report supports Goal #3, Promote Economic Development by ensuring the
building codes are current.
BACKGROUND:
The State’s Health and Safety Code, Section 17950, mandates the California Building
Standards Commission adopt and publish the California Codes, Title 24, known as the
California Code of Regulations.
Every three years, the codes are published to incorporate all code changes accepted by
a majority vote of members at the annual code development meetings. As a result, the
new codes will become effective statewide on January 1, 2017. (See attached Bulletin
16-01, dated July 1, 2016 from the Building Standards Commission). Each jurisdiction
in the State is mandated to adopt the California Code of Regulations, Title 24, and make
amendments to the codes that are reasonably necessary because of local climatic,
10
Packet Pg. 123
geological or topographical conditions. Staff has not made any changes to the provision
of the 2016 California Code of Regulations.
DISCUSSION:
The following codes mandated by the State of California Building Standards for local
adoption by January 1, 2017, are:
2016 California Building Code, Volumes 1 and 2
2016 California Referenced Standards Code
2016 California Residential Code
2016 California Green Building Standards Code
2016 California Mechanical Code
2016 California Electrical Code
2016 California Plumbing Code
The proposed Ordinance will amend existing chapters of Title 15 of the Grand Terrace
Municipal Code by adding the 2016, California Code of Regulations.
The State has established the 2015 Edition of the International Building Code (IBC) as
the basis for the 2016 California Building Code. Likewise, the most recent Editions
2015 of the Uniform Mechanical and Plumbing Codes developed by the International
Association of Plumbing and Mechanical Officials; and the 2014 Edition of the National
Electrical Code developed by the National Fire Protection Association are the basis of
the corresponding 2016 Edition of the California Electrical Code.
FISCAL IMPACT:
With the adoption of the new Codes, a new set of code books at an estimated cost of
$1,200.00 will be purchased using approved 2016-17 budgeted funds.
ATTACHMENTS:
Ordinance_2016 Building Code (DOCX)
APPROVALS:
Sandra Molina Completed 08/30/2016 6:30 PM
Finance Completed 09/06/2016 4:56 PM
City Attorney Completed 09/06/2016 5:02 PM
10
Packet Pg. 124
Sandra Molina Completed 09/07/2016 7:09 PM
City Manager Completed 09/08/2016 1:20 PM
City Council Pending 09/13/2016 6:00 PM
10
Packet Pg. 125
This page left intentionally blank.
ORDINANCE NO.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF GRAND
TERRACE, CALIFORNIA, AMENDING SECTION 15.08.010 OF
CHAPTER 15.08 (BUILDING CODE), SECTION 15.10.010 OF
CHAPTER 15.10 (RESIDENTIAL CODE), SECTION 15.12.010 OF
CHAPTER 15.12 (ELECTRICAL CODE), SECTION 15.16.010 OF
CHAPTER 15.16 (PLUMBING CODE), SECTION 15.17.010 OF
CHAPTER 15.17 (GREEN BUILDING STANDARDS), AND SECTION
15.20.010 OF CHAPTER 15.20 (MECHANICAL CODE) OF TITLE 15
(BUILDINGS AND CONSTRUCTION) OF THE GRAND TERRACE
MUNICIPAL CODE, ADOPTING THE 2016 CALIFORNIA BUILDING
CODE, INCLUDING THE 2016 CALIFORNIA REFERENCED
STANDARDS CODE, 2016 CALIFORNIA RESIDENTIAL CODE, 2016
CALIFORNIA ELECTRICAL CODE, 2016 CALIFORNIA PLUMBING
CODE, 2016 CALIFORNIA GREEN BUILDING STANDARDS CODE,
AND 2016 CALIFORNIA MECHANICAL CODE
THE CITY COUNCIL OF THE CITY OF GRAND TERRACE DOES
ORDAIN AS FOLLOWS:
SECTION 1: Section 15.08.010 (Adoption) of Chapter 15.08 (Building
Code) of Title 15 (Buildings and Construction) is hereby amended to read as
follows:
Section 15.08.010 – Adoption
Except as provided in this chapter, those certain building codes known
and designed as the California Code of Regulations, Title 24, Part 2,
Volume 1 and 2, based on the 2015 International Building Code, including
Appendix Chapter “C” "F", "G", "I", "J", Part 12, 2016 California
Referenced Standards and the California Existing Building Code shall
become the Building Code of the City of Grand Terrace for regulating the
construction, occupancy, equipment, use, height, area and maintenance of
all buildings and/or structures in the City. The Ca l if o rn i a Code of
Regulations and its appendix chapters will be on file for public examination in
the office of the Building Official.
SECTION 2: Section 15.10.010 (Adoption) of Chapter 15.10 (Residential
Code) of Title 15 (Buildings and Construction) is hereby amended to read as follows:
10.a
Packet Pg. 126
At
t
a
c
h
m
e
n
t
:
O
r
d
i
n
a
n
c
e
_
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
(
1
9
9
0
:
A
d
o
p
t
i
o
n
o
f
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
s
)
Section 15.10.010 – Adoption
Except as provided in this chapter those certain building codes known and
designed as the 2016 California Residential Code, California Code of
Regulations , Title 24, Part 2.5, based on the 2015 International Residential shall
become the Residential Building Code of the City of Grand Terrace for
regulating the construction, occupancy, equipment, use, height , area and
maintenance of all residential buildings and/or structures in the City. The
California Residential Code and its chapters will be on file for public
examination in the office of the Building Official.
SECTION 3: Section 15.12.010 (Adoption) of Chapter 15.12 (Electrical Code)
of Title 15 (Buildings and Construction) is hereby amended to read as follows:
Section 15.12.010 - Adoption
Except as provided in this chapter, the 2016 California Electrical Code,
California Code of Regulations, Title 24, Part 3, based on the 2014
National Electrical Code as published by the National Fire Protection
Association, shall become the Electrical Code of the City of Grand Terrace,
regulating all installations, arrangement, alteration, repair, use and other
operation of electrical wiring, connections, fixtures and other electrical
appliances on premises within the City. The California Electrical Code is on
file for public examination in the office of the Building Official.
SECTION 4: Section 15.16.010 (Adoption) of Chapter 15.16 (Plumbing Code)
of Title 15 (Buildings and Construction) is hereby amended to read as follows:
Section 15.16.010 - Adoption
Except as provided in this chapter, the 2016 California Plumbing Code,
California Code of Regulations, Title 24, Part 5, based on the 2015 Uniform
Plumbing Code as published by the International Association of Plumbing
and Mechanical Officials, shall become the Plumbing Code of the City of
Grand Terrace, regulating construction, installation, alteration, repair,
relocation, replacement, maintenance or use of plumbing systems within the
City. The California Plumbing Code will be on file for public examination in
the office of the Building Official.
SECTION 5: Section 15.17.010 (Adoption) of Chapter 15.17 (Green Building
Standards) of Title 15 (Buildings and Construction) is hereby amended to read as
follows:
Section 15.17.010 - Adoption
Except as provided in this chapter, the 2015 Green Building Standards
Code, California Code of Regulations, Title 24, Part 11, as published by
the California Building Standards Commission, shall become the Green
Building Standards of the City of Grand Terrace , The provisions of this
10.a
Packet Pg. 127
At
t
a
c
h
m
e
n
t
:
O
r
d
i
n
a
n
c
e
_
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
(
1
9
9
0
:
A
d
o
p
t
i
o
n
o
f
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
s
)
code shall apply to the planning, design, operation, construction, use and
occupancy of every newly constructed building or structure. The Green
Building Standards Code will be on file for public examination in the office of
the Building Official.
SECTION 6: Section 15.20.010 (Adoption) of Chapter 15.20 (Mechanical
Code) of Title 15 (Buildings and Construction) is hereby amended to read as
follows: (underlining indicates amended language)
Section 15.20.010 - Adoption
Except as provided in this Chapter, the 2016 California Mechanical Code,
California Code of Regulations, Title 24 , Part 4, based on the 2015 Uniform
Mechanical Code as published by the International Association of Plumbing
and Mechanical Officials, shall become the Mechanical Code of the City of
Grand Terrace, regulating and controlling the design, construction ,
installation, quality of materials, location, operation, and maintenance of
heating, ventilating, cooling, refrigeration system, incinerators and other
miscellaneous heat producing appliances. The California Mechanical Code is
on file for public examination in the off ice of the Building Official.
SECTION 7. This Ordinance has been reviewed for compliance with the
California Environmental Quality Act (CEQA), the CEQA guidelines, and the City’s
environmental procedures, and has been found to be exempt pursuant to Section 15061
(b)(3) (General Rule) of the CEQA Guidelines, in that the City Council hereby finds that
it can be seen with certainty that there is no possibility that the passage of this
Ordinance will have a significant effect on the environment.
SECTION 8. Any provision of the Grand Terrace Municipal Code or appendices
thereto that are inconsistent with the provisions of this Ordinance, to the extent of such
inconsistencies and no further, is hereby repealed or modified to the extent necessary
to effect the provisions of this Ordinance.
SECTION 9: If any section, subsection, subdivision, paragraph, sentence,
clause, or phrase of this Ordinance or any part thereof is for any reason held to
be unconstitutional, such decision shall not affect this validity of the remaining
portion of this Ordinance or any part thereof . The City Council hereby declares
that it would have passed each section, subsection, subdivision, paragraph,
sentence, clause, or phase thereof , irrespective of the fact that any one or more
sections, subsection, subdivisions, paragraphs, sentences, clauses, or phrases be
declared unconstitutional.
SECTION 10. First read at a regular meeting of the City Council held on the 13th
of September, 2016, and finally adopted and ordered posted at a regular meeting of
said City Council on the 27th of September, 2016.
10.a
Packet Pg. 128
At
t
a
c
h
m
e
n
t
:
O
r
d
i
n
a
n
c
e
_
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
(
1
9
9
0
:
A
d
o
p
t
i
o
n
o
f
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
s
)
ATTEST:
____________________________ ______________________________
Pat Jacquez-Nares Darcy McNaboe
City Clerk Mayor
I, Pat Jacquez-Nares, City Clerk of the City of Grand Terrace, do hereby certify
that the foregoing Ordinance was introduced and adopted at a regular meeting of the
City Council of the City of Grand Terrace held on the ____ of _____, 2016, by the
following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________
Pat Jacquez-Nares
City Clerk
Approved as to form:
___________________________________
Richard L. Adams, II
City Attorney
10.a
Packet Pg. 129
At
t
a
c
h
m
e
n
t
:
O
r
d
i
n
a
n
c
e
_
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
(
1
9
9
0
:
A
d
o
p
t
i
o
n
o
f
2
0
1
6
B
u
i
l
d
i
n
g
C
o
d
e
s
)
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Authorize City Manager to Execute Purchase Agreement
(Escrow Documents) for 22273 Barton Road and Make the
Appropriations Necessary for Said Purchase and the
Demolition of All Structure on the Property
PRESENTED BY: G. Harold Duffey, City Manager
RECOMMENDATION: 1. Authorize the City Manager to Complete Purchase
and Sales Agreement with property owner of 22273 Barton
Road (APN No. 1167-231-02) for the Acquisition of said
property in the amount of $820,000 (including closing costs)
once conformance with the General Plan has been granted
by the Planning Commission; and
2. Authorize Appropriations of $900,000 in the 2016/17
Fiscal Year budget to fund the purchase of the
aforementioned property and to cover the cost of demolition
to clear the existing property of all structures, which will be
procured in compliance with the purchasing and
environmental policies.
2030 VISION STATEMENT:
This staff report supports our Goal #3 to Promote Economic Development Develop
Proactive Economic Development Plan to Attract New Businesses by Investing in
Infrastructure Needed to Support Business Attraction and Retention.
BACKGROUND:
On June 14, 2016, the City Council authorized the City Manager to negotiate a
purchase and sales agreement with Jo Stringfield, property owner of 22273 Barton
Road. The City offered $810,000 for the property, subject to appraisal. Ms. Stringfield
countered with a price of $850,000. The City responded to the counter with an offer of
$820,000, contingent upon appraisal to support City’s offer. Ms. Stringfield accepted the
City’s counter offer (Attachment I). A subsequent appraisal supports the City’s offer of
$820,000 and escrow was opened on July 28, 2016. Escrow is scheduled to close on
September 19, 2016.
The City’s Housing Successor Agency also met on August 9, 2016 and authorized the
Executive Director (City Manager) to join the escrow and escrow papers were amended
to allow the Housing Successor Agency to take title of the property (Attachment II).
However, staff recommends the City proceed with the purchase, and the escrow
instructions were amended again to allow the City of Grand Terrace to purchase and
11
Packet Pg. 130
hold title to the property.
Acquisition of this property is consistent with the revised Barton Road Specific Plan
approved on (August 9, 2011).
DISCUSSION:
Barton Road is the main commercial corridor for the City of Grand Terrace and is
currently mixed with remnants of single family dwellings, which obstruct consolidation of
parcels to create larger lots for commercial retail developments. 22273 Barton Road is a
prime example; to its left is a 4 acre parcel owned by the City’s Housing Successor
Agency and to the right are McDonald’s and the Stater Bros Shopping Center. The real
estate appraisal (Attachment III) shows that if the parcels were consolidated, that both
properties would increase in value. The Housing Successor Agency Property would
increase by a value of over $500,000, and 22273 Barton Road would increase by over
$400,000 in value.
Both properties are deep lots and separately cannot be configured for valuable
commercial retail pads facing Barton Road. In fact, 22273 Barton is deemed to have no
commercial use as a stand along parcel, due to its narrow and deep dimensions.
Therefore, staff believes the acquisition of 22273 Barton Road will benefit the City. The
City will be able to market 22273 Barton Road and the Housing Successor Agency
property to developers and they will be able to attract commercial retails that covet retail
pads on major intersections like Barton Road.
The terms of escrow allow the property owner to remain on site for 60 days after escrow
closes. During this time, the City will start to market the property to potential retail
developers and seek bids for the demolition of all demolition of all structures on the
property. Staff would like to demolish the buildings and include any cost associated with
the demolition in the future sale of the property. Staff does not want the property to
remain vacant during any transition and be subject to vandalism or squatters. Staff has
included an additional $47,000 in the appropriation request to demolish structures after
the occupant vacates the premises).
FISCAL IMPACT:
Staff is recommending that City Council approve and authorize the appropriation of
$900,000 from City’s existing cash on hand, which currently has a balance of
approximately $3,100,000.
This transaction would constitute internal borrowing by the General Fund from the
following funds:
Fund Beginning
Fund Balance
Proposed
Appropriation
Temporary
Ending Fund
Balance
11
Packet Pg. 131
Fixed Asset Fund (Fund (70) $413,549 ($400,000) $13,549
Wastewater Disposal Fund $1,407,538 ($260,000) $1,147,658
Facilities Development Fund $240,528 ($240,000) $528
TOTAL $2,061,615 ($900,000) $1,161,735
The Council’s action would be considered short term borrowing (Attachment III) and
staff expects to market and sell property to a private developer by June 30, 2017.
ATTACHMENTS:
Attachment I - Counter Offers (PDF)
Attachment II - Escrow Contract (PDF)
Attachment III - Appraisal (PDF)
APPROVALS:
G. Harold Harold Duffey Completed 09/08/2016 1:02 PM
City Attorney Completed 09/08/2016 12:30 PM
Finance Completed 09/08/2016 1:07 PM
City Manager Completed 09/08/2016 1:02 PM
City Council Pending 09/13/2016 6:00 PM
11
Packet Pg. 132
11.a
Packet Pg. 133
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 134
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 135
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 136
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 137
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 138
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 139
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 140
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 141
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 142
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 143
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 144
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 145
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 146
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.a
Packet Pg. 147
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
-
C
o
u
n
t
e
r
O
f
f
e
r
s
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
AMENDED ESCROW INSTRUCTIONS TO:
6735 Brockton Avenue
Riverside, CA 92506
(951) 778-1370 •Fax (951) 778-1380
Date: 09/08/20 16
Escrow No.: 26870-D
Escrow Officer: Debi Bagley
Property Address: 22273 Barton Road
Grand Terrace, Ca 923 13
My previous instructions in the above numbered escrow are hereby supplemented/or amended in the following
particulars only.
Buyer to acquire title to subject property as follows:
CITY OF GRAND TERRACE
Any reference made to the City of Grand Terrace Housing Successor Agency is hereby deemed null and void.
By signing this amendment it is understood that G. Harold Duffey, City Manager, is signing and has signed all
previous instructions on behalf of the City of Grand Terrace, not the Successor Agency.
THE CLOSING DATE OF THE ABOVE REFERENCED ESCROW IS HEREBY AMENDED TO BE SEPT. 19, 2016.
Buyer's Signature Seller's Signature
City of Grand Terrace
Jo K.Stringfield
G. Harold Duffey, City Manager
All other terms and conditions of this escrow shall remain the same. All parties signing this instruction acknowledge receipt of
a copy of same.
11.b
Packet Pg. 148
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
AMENDED ESCROW INSTRUCTIONS TO:
6735 Brockton Avenue
Riverside, CA 92506
(951) 778-1370 • Fax (951) 778-1380
Date: 08/ 18/20 16
Escrow No.: 26870-D
Escrow Officer: Debi Bagley
Property Address: 22273 Barton Road
Grand Terrace, Ca 92313
My previous instructions in the above numbered escrow are hereby supplemented/or amended in the following
particulars only.
BUYERS VESTING IS HEREBY AMENDED TO BE:
CITY OF GRAND TERRACE
THE CLOSING DATE OF THE ABOVE REFERENCED ESCROW IS HEREBY AMENDED TO BE SEPT. 19, 2016.
Buyer's Signature Seller's Signature
City of Grand Terrace
Jo K.Stringfield
G. Harold Duffey, City Manager
All other terms and conditions of this escrow shall remain the same. All parties signing this instruction acknowledge receipt of
a copy of same.
ATTACHMENT II11.b
Packet Pg. 149
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
6735 Brockton Avenue
Riverside, CA 92506
(951) 778-1370 • Fax (951) 778-1380
Date:
Escrow No.:
Escrow Officer:
Property Address:
WIRE TRANSFER INSTRUCTIONS
Instructions for wiring funds to Capree Escrow, Inc. are as follows:
WIRE FUNDS TO: CITY NATIONAL BANK
Specialty Deposits
5601 East Slauson Avenue
City of Commerce, CA 90040
CREDIT ACCOUNT: Capree Escrow, Inc.
ATTN: Debi Bagley
AccountNo.: 013-231001
ABA Number: 122016066
Escrow#: 26870-D
If you have any questions, please do not hesitate to contact the undersigned.
Thank You,
Debi Bagley
Escrow Manager
Escrow is Our Business Our Only Business
08/08/2016
26870-D
Debi Bagley
22273 Barton Road
Grand Terrace, Ca 923 13
11.b
Packet Pg. 150
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.b
Packet Pg. 151
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
R
o
a
d
)
11.b
Packet Pg. 152
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
R
o
a
d
)
6735 Brockton Avenue
Riverside, CA 92506
(951) 778-1370 • Fax (951) 778-1380
Date:
Escrow No.:
Escrow Officer:
Property Address:
COMMISSION INSTRUCTIONS
07/28/20 16
26870-D
Debi Bagley
22273 Barton Road
Grand Terrace, Ca 923 13
Upon close of escrow, from funds received and/or held by you on my behalf you are instructed to pay;
Barnett Real Estate
a l~ensed real estate broker, the sum of ~$2_4~,_60_0_._oo~~~~~~~~~~~~~~~~~~~~~~~~~~~~
THIS INSTRUCTION CANNOT BE AMENDED OR ALTERED IN AN Y WAY WITHOUT THE PRIOR WRITTEN CONSENT OF THE
UNDERSIGNED BROKER(S).
PROPERTY ADDRESS: 22273 Barton Road, Grand Terrace, Ca 92313
lfWe hereby irrevocably assign to Broker(s) names above a portion of my/our sales proceeds in an amount equal to the commission set
forth above. This assignment provides for the disbursement of said commission to Broker(s) by escrow holder upon close of escrow.
City of Grand Terrace Housing Successor Agency
G. Harold Duffey, City Manager
Please mail payment to address below unless payment is called for on the day the above escrow is closed.
Barnett Real Estate
Licensed Real Estate Broker
BY:
License No.
Address: 22365 Barton Road #204
Grand Terrace, CA 92313
11.b
Packet Pg. 153
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
11.b
Packet Pg. 154
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
R
o
a
d
)
11.b
Packet Pg. 155
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
R
o
a
d
)
11.b
Packet Pg. 156
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
R
o
a
d
)
11.b
Packet Pg. 157
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
-
E
s
c
r
o
w
C
o
n
t
r
a
c
t
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
R
o
a
d
)
APPRAISAL REPORT
COMMERCIAL ASSEMBLAGE LAND
22273, 22293, 22317 Barton Road
Grand Terrace, San Bernardino County, California 92313
CBRE, Inc. File No. 16-251LA-2431
G. Harold Duffey
City Manager
CITY OF GRAND TERRACE
22795 Barton Road
Grand Terrace, California 92313
www.cbre.com/valuation
11.c
Packet Pg. 158
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
VALUATION & ADVISORY SERVICES
4141 Inland Empire Blvd, Suite 100
Ontario, CA 91764
T (909) 418-2000
www.cbre.com
August 1, 2016
Robert Z.Jacobson,MAIVicePresident
G. Harold Duffey
City Manager
CITY OF GRAND TERRACE
22795 Barton Road
Grand Terrace, California 92313
RE: Appraisal of Commercial Assemblage Land
22273, 22293, 22317 Barton Road
Grand Terrace, San Bernardino County, California 92313
CBRE, Inc. File No. 16-251LA-2431
Dear Mr. Duffey:
At your request and authorization, CBRE, Inc. has prepared an appraisal of the market value of
the referenced property. Our analysis is presented in the following Appraisal Report.
The subject is composed of three variously assembled commercially zoned sites situated on the
south side of Barton Road, east of the 215 Freeway in the city of Grand Terrace, San Bernardino
County, California. There are homes along Barton Road that were formerly residentially zoned,
which were rezoned in 2003 as part of the Barton Road Specific Plan. There is a Stater Bros.
anchored neighborhood center ("Grand Terrace Town Square") adjacent to the subject parcels on
the west, which has a McDonald's pad nearest the subjects.
The city of Grand Terrace owns the two easternmost subject parcels that total 2.74 acres and
which have approximately 250 feet of frontage along Barton Road. The Stringfield family owns a
parcel of land in between the city-owned parcels and the McDonald’s / Stater Bros. development
to the west. This is a 1.99-acre parcel that is improved with a single family residence. According
to public records the home was built in 1947 and totals 1,548 square feet in a three-bedroom /
one-and-a-half-bathroom layout. The home is currently occupied. This parcel has 140 feet of
frontage along Barton Road and is adjacent to the McDonald’s. The city is interested in acquiring
this parcel for a total assembled commercial site of 4.73-acres with 390 feet of frontage adjacent
to the Stater Bros. development.
Both the Stringfield and the City sites are very long and narrow with an approximate depth of
600 feet. On its own, the Stringfield parcel has ?limited’ commercial development potential. As
will be demonstrated in the appraisal, as a standalone parcel the Stringfield parcel’s highest and
best use is for continued interim use as a personal residence. Note that the majority of the
Stringfield parcel is well above grade next to the adjacent McDonald’s and the lack of economies
of scale in development are lost as a standalone parcel which further impedes the financial
feasibility of development.
11.c
Packet Pg. 159
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
August 1, 2016
Page 2
The city-owned sites have greater width and are considered more developable; however, the long
and narrow shape even of these combined parcels impedes potential development density.
Further, it is unknown whether or not the width could accommodate more than one freestanding
retail building. Developability is further impeded by the lack of natural flow from the improved
center with the McDonald’s due to the Stringfield parcel. As a complete assemblage, the entire
4.73-acre site is considered to be developable with fast food or high demand retail uses along
Barton Road, with the remaining portion developable as larger set-back buildings built at a later
date. The assemblage would create synergies that reduce setback requirements and enhance
overall development flexibility, exposure and access to both the front and rear portions of the site.
Based on the analysis contained in the following report, the market value of the subject is
concluded as follows:
MARKET VALUE CONCLUSION
Appraisal Premise Interest AppraisedDate of ValueValueConclusion
As Is -Stringfield Parcel Fee Simple Estate July 23, 2016 $370,000
As Assembled - Stringfield ParcelFee Simple EstateJuly 23, 2016 $820,000
As Is -Grand Terrace Two Parcels Fee Simple EstateJuly 23, 2016 $650,000
As Assembled - All Three Parcels Fee Simple Estate July 23, 2016 $1,900,000
Compiledby CBRE
The report, in its entirety, including all assumptions and limiting conditions, is an integral part of,
and inseparable from, this letter.
The following appraisal sets forth the most pertinent data gathered, the techniques employed,
and the reasoning leading to the opinion of value.The analyses, opinions and conclusions were
developed based on, and this report has been prepared in conformance with, the guidelines and
recommendations set forth in the Uniform Standards of Professional Appraisal Practice (USPAP),
the requirements of the Code of Professional Ethics and Standards of Professional Appraisal
Practice of the Appraisal Institute.
The intended use and user of our report are specifically identified in our report as agreed upon in
our contract for services and/or reliance language found in the report. No other use or user of
the report is permitted by any other party for any other purpose. Dissemination of this report by
any party to any non-intended users does not extend reliance to any such party, and CBRE will
not be responsible for any unauthorized use of or reliance upon the report, its conclusions or
contents (or any portion thereof).
11.c
Packet Pg. 160
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
August 1, 2016
Page 3
It has been a pleasure to assist you in this assignment. If you have any questions concerning the
analysis, or if CBRE can be of further service, please contact us.
Respectfully submitted,
CBRE - VALUATION & ADVISORY SERVICES
Robert Z. Jacobson, MAI
Vice President
California State Certification No. AG035731
Expiration Date July 7, 2017
Phone: 909-418-2252
Email: robert.jacobson@cbre.com
Robert W. Bell, MAI
Managing Director
California State Certification No. AG001951
Expiration Date December 13, 2016
Phone: 714-305-5876 cell
Email: bob.bell@cbre.com
11.c
Packet Pg. 161
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Certification
i
Certification
We certify to the best of our knowledge and belief:
1.The statements of fact contained in this report are true and correct.
2.The reported analyses, opinions, and conclusions are limited only by the reported assumptions and
limiting conditions and are our personal, impartial and unbiased professional analyses, opinions, and
conclusions.
3.We have no present or prospective interest in or bias with respect to the property that is the subject of
this report and have no personal interest in or bias with respect to the parties involved with this
assignment.
4.Our engagement in this assignment was not contingent upon developing or reporting predetermined
results.
5.Our compensation for completing this assignment is not contingent upon the development or reporting
of a predetermined value or direction in value that favors the cause of the client, the amount of the
value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly
related to the intended use of this appraisal.
6.This appraisal assignment was not based upon a requested minimum valuation, a specific valuation, or
the approval of a loan.
7.Our analyses, opinions, and conclusions were developed, and this report has been prepared, in
conformity with the Uniform Standards of Professional Appraisal Practice, as well as the requirements
of the State of California.
8.The reported analyses, opinions, and conclusions were developed, and this report has been prepared,
in conformity with the requirements of the Code of Professional Ethics and Standards of Professional
Appraisal Practice of the Appraisal Institute.
9.The use of this report is subject to the requirements of the Appraisal Institute relating to review by its
duly authorized representatives.
10.Robert Z. Jacobson, MAI and Robert W. Bell, MAI have completed the requirements of the continuing
education program for designated members of the Appraisal Institute.
11.Robert Z. Jacobson, MAI has and Robert W. Bell, MAI has not made a personal inspection of the
property that is the subject of this report. Mr. Bell has viewed the subjects from bordering public streets
while doing field work for other assignments. The Stringfield single family residence was not inspected
by either appraiser other than from adjacent streets.
12.No one provided professional assistance to the persons signing this report.
13.Valuation & Advisory Services operates as an independent economic entity within CBRE, Inc. Although
employees of other CBRE, Inc. divisions may be contacted as a part of our routine market research
investigations, absolute client confidentiality and privacy were maintained at all times with regard to
this assignment without conflict of interest.
14.Robert Z. Jacobson, MAI and Robert W. Bell, MAI have not previously appraised or performed any
other service on this property in the past three years.
Robert Z. Jacobson, MAI
California State Certification No. AG035731
Robert W. Bell, MAI
California State Certification No. AG001951
11.c
Packet Pg. 162
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Subject Photographs
ii
Subject Photographs
Aerial View:
Yellow border – City Owned Property (Two Parcels)
Light Green border – Stringfield Property
Westernmost Aerial – Adjacent Retail Center with McDonald?s
11.c
Packet Pg. 163
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Subject Photographs
iii
Stringfield Parcel Stringfield Parcel
View of Stringfield Site from the Stater Bros View of Stringfield Site from the Stater Bros
Stringfield Parcel from rear La Paix Street at rear Stringfield property
11.c
Packet Pg. 164
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Subject Photographs
iv
Grand Terrace eastern parcel facing south View of Grand Terrace parcels from Barton
Grand Terrace Parcel from rear Grand Terrace parcels facing west
Barton Road facing west Barton Road facing east
11.c
Packet Pg. 165
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Executive Summary
v
Executive Summary
Property Name
Location
Assessor?s Parcel Number
Highest and Best Use
As If Vacant
Property Rights Appraised
Land Area - Total 4.73 AC 206,039 SF
Stringfield Parcel (1167-231-01)1.99 AC 86,684 SF
Grand Terrace Parcels 2.74 AC 119,354 SF
Buyer Profile
Commercial Assemblage Land
Fee Simple Estate
Assemble for Future Commercial Development
22273, 22293, 22317 Barton Road, Grand Terrace,
San Bernardino County, California 92313
1167-231-01 & 02;1167-331-01
Developer
CONCLUDED MARKET VALUE
Appraisal PremiseInterest AppraisedValue
As Is -Stringfield Parcel Fee Simple Estate $370,000
As Assembled -Stringfield Parcel Fee Simple Estate $820,000
As Is -Grand Terrace Two Parcels Fee Simple Estate $650,000
As Assembled -All Three Parcels Fee Simple Estate $1,900,000
Compiled by CBRE
July 23, 2016
July 23, 2016
Date of Value
July 23, 2016
July 23, 2016
Extraordinary Assumptions
An extraordinary assumption is defined as “an assumption directly related to a specific
assignment, which, if found to be false, could alter the appraiser’s opinions or conclusions.
Extraordinary assumptions presume as fact otherwise uncertain information about physical, legal,
or economic characteristics of the subject property; or about conditions external to the property
such as market conditions or trends; or about the integrity of data used in an analysis.” 1
For the purposes of the ?as is’ value analysis, we have assumed Stringfield parcel single
family dwelling has been adequately maintained and in average / typical condition compared
to similar age comparable properties
Although requested, we have not received earthwork or on-site grading costs regarding the
above grade Stringfield and Grand Terrace parcels as it relates to the adjacent Stater Bros.
development. Associated costs are assumed to be typical and comparable to the land sales
as analyzed in the analysis contained herein. We reserve the right to amend our opinions of
value if material above standard earthwork is required
1 Appraisal Institute, The Dictionary of Real Estate Appraisal, 5th ed. (Chicago: Appraisal Institute, 2010), 73.
11.c
Packet Pg. 166
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Executive Summary
vi
Hypothetical Conditions
A hypothetical condition is defined as “that which is contrary to what exists but is supposed for the
purpose of analysis. Hypothetical conditions assume conditions contrary to known facts about
physical, legal, or economic characteristics of the subject property; or about conditions external to
the property, such as market conditions or trends; or about the integrity of data used in an
analysis.” 2
None noted
2 Dictionary of Real Estate Appraisal, 97.
11.c
Packet Pg. 167
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Table of Contents
vii
Table of Contents
Certification ......................................................................................................................... i
Subject Photographs ............................................................................................................ ii
Executive Summary .............................................................................................................. v
Table of Contents ............................................................................................................... vii
Introduction ........................................................................................................................ 1
Area Analysis ...................................................................................................................... 5
Neighborhood Analysis ....................................................................................................... 7
Site Analysis ...................................................................................................................... 12
Zoning .............................................................................................................................. 15
Tax and Assessment Data .................................................................................................. 18
Highest and Best Use ........................................................................................................ 19
Appraisal Methodology ..................................................................................................... 21
Land Value ........................................................................................................................ 23
Assumptions and Limiting Conditions ................................................................................ 36
ADDENDA
A Data Sheets – Land Comparables
B Assessor’s Records
C Engagement Letter
D Qualifications
11.c
Packet Pg. 168
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Introduction
1
Introduction
Ownership and Property History
Title to the Stringfield parcel (1167-231-02) is vested in the name of K Stringfield who acquired
the property in 1987. The Grand Terrace parcels (1167-231-01 & 1167-311-01) are currently
vested in the name of Grand Terrace Housing Authority. To the best of our knowledge, there has
been no ownership transfer of the property during the previous three years.
The Stringfields were reportedly in negotiations to sell their property in 2007 when there was a
proposed Lowe’s development where the Stater Bros. development stands today. As a result of
the great recession and Lowe’s exiting the market a deal never materialized. The City of Grand
Terrace has been in negotiations to acquire the subject site which is reportedly in escrow for
$820,000. As will be illustrated in the appraisal report, this price is substantially above the ?as is’
value of the parcel as a standalone site; however, the value of this parcel is significantly higher
assuming it is assembled with the adjacent city owned parcels.
We are not aware of any formal purchase and sale agreements that have been executed, or any
deposit monies that have been extended.
Exposure/Marketing Time
The exposure/marketing time is a function of price,time, and use. It is not an isolated estimate
of time alone. In consideration of these factors, we have analyzed the following:
EXPOSURE/MARKETING TIME DATA
Exposure/Mktg.(Months)
Investment Type Range Average
CBRE All Responses
Class A 1.0 -28.0 4.9
Class B 1.0 -24.0 5.6
Class C 1.0 -14.0 6.2
Local Market Professionals6.0 -12.0 9.0
CBRE Exposure Time Estimate
CBRE Marketing Period Estimate
CBRE National Investor Survey & PwC Real Estate Survey
9 Months
9 Months
Our estimate is supported by the broad survey as well as the direct comparable data as
illustrated in the preceding chart.
11.c
Packet Pg. 169
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Introduction
2
Premise of the Appraisal
The following table illustrates the various dates associated with the valuation of the subject, the
valuation premises and the rights appraised for each premise/date:
PREMISE OF THE APPRAISAL
Item Date Interest Appraised
Date of Report:August 1, 2016
Date of Inspection:July 23, 2016
Dates of Value
As Is -Stringfield Parcel:July 23, 2016 Fee Simple Estate
As Assembled - Stringfield Parcel:July 23, 2016 Fee Simple Estate
As Is -Grand Terrace Two Parcels:July 23, 2016 Fee Simple Estate
As Assembled - All Three Parcels:July 23, 2016 Fee Simple Estate
Compiled by CBRE
Purpose of the Appraisal
The purpose of this appraisal is to estimate the market value of the subject property.
Definition of Value
The current economic definition of market value agreed upon by agencies that regulate federal
financial institutions in the U.S. (and used herein) is as follows:
The most probable price which a property should bring in a competitive and open market under
all conditions requisite to a fair sale, the buyer and seller each acting prudently and
knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this
definition is the consummation of a sale as of a specified date and the passing of title from seller
to buyer under conditions whereby:
1.buyer and seller are typically motivated;
2.both parties are well informed or well advised, and acting in what they consider their own
best interests;
3.a reasonable time is allowed for exposure in the open market;
4.payment is made in terms of cash in U.S. dollars or in terms of financial arrangements
comparable thereto; and
5.the price represents the normal consideration for the property sold unaffected by special
or creative financing or sales concessions granted by anyone associated with the sale. 3
3 Interagency Appraisal and Evaluation Guidelines; December 10, 2010, Federal Register, Volume 75 Number 237,
Page 77472.
11.c
Packet Pg. 170
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Introduction
3
Interest Appraised
The value estimated represents the fee simple estate, which is defined as follows:
Fee Simple Estate - Absolute ownership unencumbered by any other interest or estate,
subject only to the limitations imposed by the governmental powers of taxation,
eminent domain, police power and escheat.4
Intended Use Of Report
This appraisal is to be used for internal purposes by The City of Grand Terrace, and no other use
is permitted.
Intended User Of Report
This appraisal is to be used by The City of Grand Terrace, and no other user may rely on our
report unless as specifically indicated in the report.
Intended Users - the intended user is the person (or entity) who the appraiser intends
will use the results of the appraisal. The client may provide the appraiser with
information about other potential users of the appraisal, but the appraiser ultimately
determines who the appropriate users are given the appraisal problem to be solved.
Identifying the intended users is necessary so that the appraiser can report the
opinions and conclusions developed in the appraisal in a manner that is clear and
understandable to the intended users. Parties who receive or might receive a copy of
the appraisal are not necessarily intended users. The appraiser’s responsibility is to
the intended users identified in the report, not to all readers of the appraisal report. 5
Scope of Work
The scope of the assignment relates to the extent and manner in which research is conducted,
data is gathered and analysis is applied. CBRE, Inc. completed the following steps for this
assignment:
Extent to Which the Property is Identified
The property is identified through the following sources:
postal address
assessor’s records
Extent to Which the Property is Inspected
We inspected the exterior of the subject parcels as well as the surrounding environs on the
effective date of the appraisal. We have not inspected the interior of the single family dwelling on
the Stringfield parcel, nor did we perform a close-up inspection of the exterior of the
improvements.
4 Dictionary of Real Estate Appraisal, 6th Ed, p. 90
5 Appraisal Institute, The Appraisal of Real Estate, 14th ed. (Chicago: Appraisal Institute, 2013), 50.
11.c
Packet Pg. 171
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Introduction
4
Type and Extent of the Data Researched
CBRE reviewed the following:
applicable tax data
zoning requirements
flood zone status
demographics
comparable data
Type and Extent of Analysis Applied
CBRE, Inc. analyzed the data gathered through the use of appropriate and accepted appraisal
methodology to arrive at a probable value indication via each applicable approach to value. The
steps required to complete each approach are discussed in the methodology section.
Data Resources Utilized in the Analysis
DATA SOURCES
Item:Source(s):
Site Data Assessor's records
Improved Data Assessor's records
Compiled by CBRE
11.c
Packet Pg. 172
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Area Analysis
5
Area Analysis
Moody’s Economy.com provides the following Riverside-San Bernardino-Ontario, CA metro area
economic summary as of April 2016.
The Riverside-San Bernardino-Ontario economy is expanding far faster than its national
counterpart, but its performance more closely resembles that of a southern metro area than one
in California. California's metro areas have distinguished themselves with lofty income and job
growth and surging costs underpinned by the unrelenting expansion of high-skill service
industries. Riverside-San Bernardino-Ontario has not been able to match the quality of the jobs
being created in the Bay Area or parts of Los Angeles and San Diego.
But what it lacks in quality, it has more than made up for in volume. Of the nation's 401 metro
areas, only 14 have posted faster job additions than Riverside-San Bernardino-Ontario since
2014. The sheer volume of jobs created in Riverside-San Bernardino-Ontario over the past two
11.c
Packet Pg. 173
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Area Analysis
6
years, fueled by new facilities such as Amazon's massive warehouses, has enabled income growth
to separate from and significantly exceed the national average for the past year. Weak job quality
is evidenced by the slower increase of average hourly earnings.
The outlook calls for strong job gains and weak income growth. In contrast to most of its coastal
peers across the state, Riverside-San Bernardino-Ontario lacks organic growth drivers. Businesses
largely come to the Inland Empire to capitalize on its low-cost structure and proximity to major
demand centers. The forecast assumes that at this point in the business cycle, when costs have
escalated significantly along the Pacific Coast,Riverside-San Bernardino-Ontario's low-cost
structure will be a major asset in attracting new businesses that expand to meet rising demand.
However, of California's eight largest metro areas and divisions, only Riverside-San Bernardino-
Ontario will fail to eclipse the national rate of income growth over the next three years. The
macroeconomic boon of strong job gains will be offset by the poor quality of the new jobs.
Logistics, warehousing, retail, and leisure and hospitality jobs require few skills and are thus low
paying. As such, these new jobs generate minimal spillover growth, which gives Riverside-San
Bernardino-Ontario's recovery a much different complexion than that of a northern California
economy.
The breathtaking pace of expansion in the logistics and warehousing industries will slow, but they
will remain solid drivers over the next few years. The Los Angeles ports are in the midst of a
multiyear infrastructure expansion. Investment in new cranes, shipping bridges, tractors, and on-
dock rail capacity, combined with geographic and geological advantages, will ensure that Los
Angeles' share of U.S. imports will remain robust or even increase. Riverside-San Bernardino-
Ontario's logistics and warehousing industries are inextricably linked to the ports' success, as
many of the imported goods find their way into the metro area and are then distributed across
the nation. Port expansion will lead to more logistics and warehousing investment in Riverside-
San Bernardino-Ontario.
Among California's major metro areas, Riverside-San Bernardino-Ontario is far and away the
most vulnerable to external developments. A slowdown in global expansion, driven by renewed
commodity price declines or emerging market debt crises, threatens to stunt growth in local
trade-dependent logistics and warehousing industries. Moreover, because Riverside-San
Bernardino-Ontario relies on its low costs to attract companies when they need to expand, it is
particularly susceptible to a deterioration in macroeconomic conditions. Payroll employment is
87% more volatile than the national average.
Conclusion – Moody?s
Payroll expansion in Riverside-San Bernardino-Ontario will exceed the national average thanks to
low costs, but income increases will lag because of weak job quality. Strong population growth
and low costs guarantee that Riverside-San Bernardino-Ontario will be an above-average
performer over the long term as well.
11.c
Packet Pg. 174
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Neighborhood Analysis
7
Neighborhood Analysis
Subject Neighborhood
The subject is situated in along the primary commercial artery east of the 215 Freeway in the
western portion of Grand Terrace. Grand Terrace is a bedroom community between the 10 and
60 Freeways, east of the 215 Freeway, that is lightly improved and has supporting commercial
services for the local residents.
11.c
Packet Pg. 175
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Neighborhood Analysis
8
Demographics
Selected neighborhood demographics in a one-, three-, and five-mile radius from the subject site
and the city are shown in the following table:
The subject neighborhood has lower population growth statistics due to the more built out nature
and commercial uses in the local neighborhood. That being said, this area has the highest level
of affluence out of the relevant study radii and trade areas. Population growth statistics improve
as the study area widens. Overall, the demographics support the subject’s intended future
commercial use / existing commercial zoning.
Access
The subject is accessible by the 215 Freeway via on- and off-ramps at Barton Road a few blocks
west of the subject. The 215 Freeway features full interchanges with both the 10 and 60 Freeways
to the north and south of the subject, respectively. Barton Road is Grand Terrace’s primary
commercial artery and intersects with all major north/south street providing good local access
throughout the city. Overall the subject has good local (street) and regional (freeway) access.
11.c
Packet Pg. 176
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Neighborhood Analysis
9
The subject is situated along Grand Terrace’s primary commercial corridor. The site is deep and
backs up to a residential neighborhood to the south. There is a retirement community adjacent
southeast. There are additional commercial uses along Barton Road. Some of the single family
dwellings on the north side of Barton Road have been converted to commercial businesses such
as a dance studio and orthodontics office. These sites are generally in the 20,000 square foot
size range and will not accommodate more Class A oriented retail uses.
The site adjacent west was developed with a Stater Bros. anchored development. Pad
development includes McDonald’s, Miguel’s Jr., and AutoZone. There is additional land for
future commercial development. There are no imminent plans to development this space.
Overall, the subject conforms to the surrounding commercial uses.
Conclusion and Relevance to the Subject Property
The subject has good location in a conforming area of commercial development with a
centralized location along the city’s primary retail artery. Overall, the neighborhood is anticipated
to grow in the future as additional redevelopment and new development takes place along
Barton Road.
11.c
Packet Pg. 177
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Site Analysis
10
Plat Map
Green Parcel – Stringfield Parcel
Yellow Parcel – Grand Terrace Parcel
11.c
Packet Pg. 178
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Site Analysis
11
Yellow Parcel – Grand Terrace Parcel – Easternmost Parcel
11.c
Packet Pg. 179
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Site Analysis
12
Site Analysis
The following chart summarizes the salient characteristics of the subject site.
SITE SUMMARY AND ANALYSIS
Physical Description
Net Site Area (All Three Parcels)4.73 Acres 206,039 Sq. Ft.
Average Depth 520 Feet
Stringfield Parcel (1167-231-01)1.99 Acres 86,684 Sq. Ft.
City Owned Parcels 2.74 Acres 119,354 Sq. Ft.
Shape
Topography
Zoning District
Flood Map Panel No. & Date 060737 - 06071C8687H 28-Aug-08
Flood Zone Zone X
Adjacent Land Uses
Earthquake Zone
Comparative Analysis
Visibility
Functional UtilityIndividualParcels-
Assemblage -
Traffic Volume
Adequacy of Utilities
Topography
Drainage
Other Yes No Unknown
Detrimental Easements X
Encroachments X
Deed Restrictions X
Reciprocal Parking Rights X
Source: Various sources compiled by CBRE
Assumed adequate
Downward sloping to south
Assumed adequate
Rating
Good
Highly dysfunctional/ undevelopable due to long narrow
shape
Good
Generally rectangular
Generally level
GC - General Commercial in Barton Road SP
N/A
Neighborhood shopping center, Senior community, Residential
neighborhoods
Slightly below average due to depth and irregular shape but
enhanced frontage dratically improves exposure, access, and
overall developability
The Stringfield is a long narrow parcel which generally slopes downward to the south. The site is
above grade in comparison to the adjacent McDonald’s site; however, the site is fully finished
and level at Street grade along Barton Road. The site is zoned for commercial development;
however, it would not accommodate most (if any) commercial uses or represent limited potential
of development given the long narrow shape.
The Grand Terrace City-owned parcels has more frontage and a slight irregular shape that wraps
around the Senior Living facility at the southeast corner of the site. The sites slope gently
downward to the south. Overall, this property has reduced commercial viability due to the
Stringfield parcel disrupting the existing flow of retail and commercial uses than run east along
Barton Road.
11.c
Packet Pg. 180
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Site Analysis
13
As seen on the aerial photos and the plat map, the adjacent retail centers east and west of the
subject lay out generally east-west along Barton Road, to maximize street frontage versus depth.
Assemblage would provide the subject with the greatest degree of street frontage compared to
depth. Depth is usable in a retail center when the frontage is wide enough to provide visibility to
a large retail structure that is set back from the street. This can be seen in the Stater Bros. grocery
building near the subject.
Additional development advantages of an assemblage of all the parcels includes the potential
elimination of certain setbacks, minimizing circulation driveways in favor of parking and
buildable pad areas, maximization of building placement for street visibility, and placement of
larger buildings deeper from the main road.
Note that nearby commercial development in the Grand Terrace Town Square includes fast food
tenants on the frontage along Barton Road. The uses generally require less than one acre to
accommodate most tenants as long as there is adequate shared access and traffic flow
throughout the site. As such, the impact to each parcel is that the required area is shared
amongst the parcels which minimizes the impact to each individual parcel upon assemblage
which enhances the value of all of the properties.
Conclusion
Overall, the assembled subject site would be much more functional for commercial development
as a single economic unit due to enhanced frontage and access, and more efficient site layouts.
Note the distinction that this is not the case for each site as a standalone parcel.
11.c
Packet Pg. 181
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Site Analysis
14
Flood Plain Map
11.c
Packet Pg. 182
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Zoning
15
Zoning
The following chart summarizes the subject’s zoning requirements.
ZONING SUMMARY
Current Zoning GC - GeneralCommercial in Barton Road SP
Legally Conforming N/A -Land
Uses Permitted General commercial uses
Zoning Change Not likely
Source:Planning Dept.
Analysis and Conclusion
The single family residence on the commercial parcel is a nonconforming use that was
constructed prior to the site being rezoned for commercial use. Additional information may be
obtained from the appropriate governmental authority. For purposes of this appraisal, CBRE has
assumed the information obtained is correct.
Note that under the subject zoning side yard building setbacks are 10 feet. As assembled as a
single economic unit, the 60 feet of required setbacks (10 feet each side of three parcels) would
be reduced to 20 thus vastly improving (given the narrow site shapes) the overall developability of
the parcels.
11.c
Packet Pg. 183
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Zoning
16
Zoning Map
11.c
Packet Pg. 184
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Zoning
17
11.c
Packet Pg. 185
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Tax and Assessment Data
18
Tax and Assessment Data
In California, privately held real property is typically assessed at 100% of full cash value (which is
interpreted to mean market value of the fee simple estate) as determined by the County Assessor.
Generally, a reassessment occurs only when a property is sold (or transferred) or when new
construction occurs (as differentiated from replacing existing construction). In the case of long-
term ground leases, the general rule is that a reassessment is made at the time of assigning or
terminating a lease where the remaining term is more than 35 years. For reassessment
purposes, the lease term includes all options to extend. Assessments for properties that were
acquired before the tax year 1975-1976 were stabilized as of the tax year 1975-1976. Property
taxes are limited by state law to 1% of the assessed value plus voter-approved obligations and
special assessments. If no sale (or transfer) occurs or no new building takes place, assessments
may not increase by more than 2% annually. The following table summarizes the actual and pro
forma assessment values.
AD VALOREM TAX INFORMATION
Assessor's Parcel No.2015/2016
1167-231-01 $36,951
1167-231-02 -
1167-331-01 -
Subtotal $36,951
Assessed Value @ 100%
$36,951
General Tax Rate(per $100 A.V.)1.31970%
General Tax:$488
Special Assessments:5
Effective Tax Rate(per $100 A.V.)1.334%
Total Taxes $493
Source: Assessor's Office
Conclusion
Per our research and for purposes of this analysis, CBRE, Inc. assumes that all taxes are current.
If the subject sold for the value estimate in this report, a reassessment at that value would most
likely occur, with tax increases limited to two percent annually thereafter until the property is sold
again. The consequences of this reassessment have been considered in the appropriate valuation
sections.
11.c
Packet Pg. 186
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Highest and Best Use
19
Highest and Best Use
In appraisal practice, the concept of highest and best use represents the premise upon which
value is based. The four criteria the highest and best use must meet are:
legally permissible;
physically possible;
financially feasible; and
maximally productive.
The highest and best use analysis of the subject is discussed below.
As Vacant
Legally Permissible
The legally permissible uses were discussed in the Site Analysis and Zoning Sections.
Physically Possible
As assembled, the subject is adequately served by utilities, and has an adequate shape and size,
sufficient access, etc., to be a separately developable site. There are no known physical reasons
why the subject site would not support any legally probable development (i.e. it appears
adequate for development).
As a standalone site, the Stringfield parcel would be very inefficient to develop due to commercial
setback, traffic flow, and access requirements. While the adjacent McDonald’s parcel features
similar width, the functionality of the parcel is enabled by access and traffic flow via the larger
neighborhood shopping center of which it is a part.
The Grand Terrace parcels are more functional and developable, but not as much as the three
parcels assembled together.
Financially Feasible
The determination of financial feasibility is dependent primarily on the relationship of supply and
demand for the legally probable land uses versus the cost to create the uses. As discussed in the
Market Analysis section of this report, the subject commercial market is stabilizing. Speculative
development of new commercial properties has not occurred for several years. These factors
indicate that it would not be financially feasible to complete a new commercial project without
significant preleasing activity. Feasibility of construction on the subject site is entirely dependent
on the pace of absorption and lease-up costs. Given the potential single tenant retail nature of
the front developable portion of each site along Barton Road, development would likely occur
after a tenant has been identified for a build-to-suit opportunity. Speculative development would
likely not occur in today’s market.
11.c
Packet Pg. 187
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Highest and Best Use
20
Maximally Productive - Conclusion
As noted, new development is likely not financially feasible at this time on a speculative basis.
Therefore, the highest and best use of the site, as vacant, would be to hold for future commercial
development when economic conditions improve. The developability of each parcel would be
enhanced upon assemblage.
As Improved
As a standalone parcel, the Stringfield parcel is improved with a single family residence.
Assuming the assemblage the highest and best use for the parcel is for future assemblage and
future commercial development. As a standalone parcel, the highest and best use is for
continued interim use as a single family residence. As will be demonstrated, the speculative value
of the underlying commercial land is below that of the value of the dwelling as it exists today.
Note that the value of the Stringfield property as a home does not necessarily represent the
highest and best use of the property if no assemblage occurs. As will be demonstrated, the value
as currently improved is less than the land value for an eventual assemblage, and more than an
investor would pay predicated on the as is commercial land value which is below that of the
existing improved property, as it is essentially unmarketable / undevelopable for commercial
purposes as a standalone parcel.
11.c
Packet Pg. 188
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Appraisal Methodology
21
Appraisal Methodology
In appraisal practice, an approach to value is included or omitted based on its applicability to the
property type being valued and the quality and quantity of information available. Based on
information contained in the Thirteenth Edition of The Appraisal of Real Estate, published in
2008, depending on a specific appraisal assignment, any of the following four methods may be
used to determine the market value of the fee simple interest of land:
*Sales Comparison Approach;
*Income Capitalization Procedures;
*Allocation; and
*Extraction.
The following summaries of each method are paraphrased from the text.
The first is the sales comparison approach. This is a process of analyzing sales of similar,
recently sold parcels in order to derive an indication of the most probable sales price (or value) of
the property being appraised. The reliability of this approach is dependent upon (a) the
availability of comparable sales data, (b) the verification of the sales data regarding size, price,
terms of sale, etc., (c) the degree of comparability or extent of adjustment necessary for
differences between the subject and the comparables, and (d) the absence of nontypical
conditions affecting the sales price. This is the primary and most reliable method used to value
land (if adequate data exists).
The income capitalization procedures include three methods: land residual technique, ground
rent capitalization, and Subdivision Development Analysis. A discussion of each of these three
techniques is presented in the following paragraphs.
The land residual method may be used to estimate land value when sales data on
similar parcels of vacant land are lacking. This technique is based on the principle of
balance and the related concept of contribution, which are concerned with equilibrium
among the agents of production--i.e. labor, capital, coordination, and land. The land
residual technique can be used to estimate land value when: 1) building value is
known or can be accurately estimated, 2) stabilized, annual net operating income to
the property is known or estimable, and 3) both building and land capitalization rates
can be extracted from the market. Building value can be estimated for new or
proposed buildings that represent the highest and best use of the property and have
not yet incurred physical deterioration or functional obsolescence.
The subdivision development method is used to value land when subdivision and
development represent the highest and best use of the appraised parcel. In this
method, an appraiser determines the number and size of lots that can be created
from the appraised land physically, legally, and economically. The value of the
underlying land is then estimated through a discounted cash flow analysis with
revenues based on the achievable sale price of the finished product and expenses
based on all costs required to complete and sell the finished product.
11.c
Packet Pg. 189
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Appraisal Methodology
22
The ground rent capitalization procedure is predicated upon the assumption that
ground rents can be capitalized at an appropriate rate to indicate the market value of
a site. Ground rent is paid for the right to use and occupy the land according to the
terms of the ground lease; it corresponds to the value of the landowner's interest in the
land. Market-derived capitalization rates are used to convert ground rent into market
value. This procedure is useful when an analysis of comparable sales of leased land
indicates a range of rents and reasonable support for capitalization rates can be
obtained.
The allocation method is typically used when sales are so rare that the value cannot be estimated
by direct comparison. This method is based on the principle of balance and the related concept
of contribution, which affirm that there is a normal or typical ratio of land value to property value
for specific categories of real estate in specific locations. This ratio is generally more reliable
when the subject property includes relatively new improvements. The allocation method does not
produce conclusive value indications, but it can be used to establish land value when the number
of vacant land sales is inadequate.
The extraction method is a variant of the allocation method in which land value is extracted from
the sale price of an improved property by deducting the contribution of the improvements, which
is estimated from their depreciated costs. The remaining value represents the value of the land.
Value indications derived in this way are generally unpersuasive because the assessment ratios
may be unreliable and the extraction method does not reflect market considerations.
Methodology Applicable to the Subject
For the purposes of this analysis, we have utilized only the sales comparison approach as this
methodology is typically used for vacant, and unentitled residential land. The other
methodologies are used primarily when comparable land sales data is non-existent. Therefore,
these approaches have not been used.
Sales Comparison Approach – Applicable to Stringfield – Single Family Residence
The sales comparison approach utilizes sales of comparable properties, adjusted for differences,
to indicate a value for the subject. Valuation is typically accomplished using physical units of
comparison such as price per square foot, price per unit, price per floor, etc., or economic units
of comparison such as gross rent multiplier. Adjustments are applied to the physical units of
comparison derived from the comparable sale. The unit of comparison chosen for the subject is
then used to yield a total value. Economic units of comparison are not adjusted, but rather
analyzed as to relevant differences, with the final estimate derived based on the general
comparisons.
11.c
Packet Pg. 190
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
23
Land Value
Our initial analysis is of the entire assembled three-parcel site as a single economic unit as this
represents the highest and best use of the subject parcels.
The following map and table summarize the comparable data used in the valuation of the subject
site. A detailed description of each transaction is included in the addenda.
SUMMARY OF COMPARABLE LAND SALES
Adjusted Sale Size Size Price
No.Property Location Type Date Proposed Use Price 1 (Acres) (SF) Per SF
11023 NMt.Vernon Avenue,
Colton, CA
Escrow Jul-16 Smart & Final$1,659,983 3.51 152,815 $10.86
22185Hamner Avenue,Norco,
CA
Sale Mar-16 Car storage $1,275,000 4.64 202,118 $6.31
322881 Barton Road,Grand
Terrace, CA
Sale Jan-16 Commercial$180,000 0.51 22,216 $8.10
46448 VanBuren Boulevard,
Riverside, CA
Sale Apr-15 Commercial$1,350,000 3.99 173,804 $7.77
5Day Street, Moreno Valley, CA Sale Mar-15 Retail $1,264,500 2.71 118,048 $10.71
622172 Barton Road,Grand
Terrace, CA
Sale Jan-15 Redevelop $265,100 0.55 23,958 $11.07
Subject 22273, 22293, 22317 Barton
Road,
Grand Terrace, California
------Commercial as
Feasible
---4.73 206,039 ---
1Adjusted sale price for cash equivalency and/or development costs (where applicable)
Compiled by CBRE
Transaction
11.c
Packet Pg. 191
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
24
We have concentrated our research on similar size infill commercial land sale comparables
throughout the Inland Empire. We have also included the most recent commercial land sales
along Barton Road in the subject’s directly competitive market area.
Discussion/Analysis of Land Sales
Land Sale One
This is a 3.51-acre commercially zoned redevelopment site at the west corner of Mount Vernon
and Colton Avenues in the city of Colton. There is a neighborhood retail center adjacent north
which is anchored by Cardenas Markets and Dollar Tree. There are various residential and Class
C commercial uses on the remaining adjacent sites.The site is proposed for the construction of a
27,870-square-foot build-to-suit Smart & Final store for which there is a fully executed 15-year
lease. Smart & Final will be situated at the northern portion of the site along Mount Vernon
Avenue. The southwest portion of the site will accommodate a future pad, with an estimate site
area of 0.53 acres. The majority of the site was purchased from the City of Colton Housing
Authority with a small portion acquired from a private owner. The site was initially put into
escrow in late 2014. The final finished land price will be $10.86 per square foot.
Land Sale Two
This is the March 2016 sale of a 4.64-acre finished land site located on the east side of Hamner
Avenue, just south of 3rd Street, in the City of Norco. Surrounding uses include auto dealerships
fronting on Hamner Avenue. The site is zoned for new automobile dealerships and accessory
uses, but uses permitted by the underlying commercial zone are allowed with a conditional use
permit. The site is relatively deep and narrow with good visibility from the Interstate 15; pylon and
monument signage is available. The site is in the same center as Tractor Supply Company. It
sold for $1,275,000 or $6.31 per square foot.
Land Sale Three
This is a parcel of commercial land situated at the southwest corner of Barton Road and Preston
Street in the city of Grand Terrace. Surrounding uses are mixed with Class B/C commercial and
residential development. This is a slightly irregular shaped parcel, the majority of which is in
finished condition. It was previously entitled for a two-story medical office building. The site sold
in January 2014 for $97,500, and in the most recent transaction January 2016 for $180,000, or
$8.10 per square foot.
Land Sale Four
This is the April 2015 sale of a 4.04-acre site on the west side of Van Buren Boulevard, just north
of Arlington Avenue, in the city of Riverside, California. Van Buren Boulevard is the main
thoroughfare that connects to the Escondido (I-215) Freeway. The site is located across Van Buren
Boulevard from the Riverside Municipal Airport, the location for the annual Riverside Air Show. It
is also located adjacent to the north of a free-standing Walgreens. The southwest corner of Van
Buren and Arlington is improved with a neighborhood shopping center that is anchored by
11.c
Packet Pg. 192
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
25
Cardenas Market, Rite Aid and 99 Cents Store; the southeast corner is improved with a K-Mart
store. The site is zoned CR - Commercial Retail. The site was originally listed for sale at $2.5
million, and was subsequently reduced to $1.85 million. It sold for $1,350,000, or $7.77 per
square foot after 27 months of marketing.The buyer's plans were not disclosed.
Land Sale Five
This is a 2.71-acre site located along Day Street near Gateway Drive in Moreno Valley. This is a
pad site within a WinCo Foods-anchored shopping center. The pad site is rough graded and the
parking improvements have already been installed.This property is located just south of the
main commercial area within Moreno Valley, which includes the Moreno Valley Mall, Costco,
Wal-Mart, Target, Sam's Club, and other national retailers. The site sold in March 2015 for
$1,264,500 or $10.71 per square foot.
Land Sale Six
This is a corner parcel of commercially zoned land at Barton Road and Vivienda Avenue in the
city of Grand Terrace. There are residential uses to the east, Class B/C commercial to the west,
with a new Stater Bros. anchored neighborhood center adjacent south. The property was listed in
2012 for $329,000 as an alternative use site for a business, redevelopment, etc. It was acquired
with the improvements contributing no value (the house was vacant as of the time of sale with
windows boarded). It was delisted and sold in an off-market transaction for $265,100, or
$11.07 per square foot of land area in 2015. All off-sites are complete along Barton Road.
11.c
Packet Pg. 193
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
26
Summary of Adjustments – As One Entire Assemblage
Based on our comparative analysis, the following chart summarizes the adjustments warranted to
each comparable.
LAND SALES ADJUSTMENT GRID
Comparable Number123456Subject
Transaction Type Escrow Sale Sale Sale Sale Sale ---
Transaction Date Jul-16 Mar-16 Jan-16 Apr-15 Mar-15 Jan-15 ---
Proposed Use Smart & Final Car storage CommercialCommercial Retail Redevelop Commercial as
Feasible
Adjusted Sale Price1 $1,659,983 $1,275,000 $180,000 $1,350,000 $1,264,500 $265,100 ---
Size (Acres)3.51 4.64 0.51 3.99 2.71 0.55 4.73
Size (SF)152,815 202,118 22,216 173,804 118,048 23,958 206,039
Price Per SF $10.86 $6.31 $8.10 $7.77 $10.71 $11.07 ---
Price ($ PSF)$10.86 $6.31 $8.10 $7.77 $10.71 $11.07
Property Rights Conveyed 10%-20%
...attributable to:minor outstanding off-
site finishing costs
Superpad with
completed on-site improvements
Financing Terms1
Conditions of Sale 5%
?due to:value added through
assemblage
Market Conditions (Time)10%3%5%13%13%15%
...reflects:the improved market
conditions since the price wasnegotiated
the improved market
conditions since the date of sale
the improved market
conditionssince the date of sale
the improved market
conditionssince the date of sale
the improved market
conditionssince the date of sale
the improved market
conditions since the date of sale
Subtotal $12.55 $6.50 $9.36 $8.78 $9.68 $12.72
Location -10%20%10%10%-10%
?due to:itssuperior signalized
corner orientation
itsinferior location in
Norco with inferior access and surrounding uses
its inferior commercial
orientation and appeal/ surrounding uses
its inferior infill
location in Riverside
its superior hard
corner orientation
Size -10%-10%
?with respect to:its smaller size and
larger pool of buyers/
potential users
its smaller size and
larger pool of buyers /
potential users
Shape -10%20%-5%-5%-5%
?due to:far superior frontage
and commercial
exposure as a proportion of total size
itslonger more narrow
shape which limits
development potential
its superior frontage as
a proportion of total
size
its superior frontage as
a proportion of total
size
its superior frontage as
a proportion of total
size
Topography
Zoning/Density
Total Other Adjustments -20%40%-5%5%0%-25%
Value Indication for Subject $10.04 $9.10 $8.89 $9.22 $9.68 $9.54
Absolute Adjustment 35%43%40%28%33%40%
1Adjusted sale price for cash equivalency and/or development costs(where applicable)
Compiledby CBRE
11.c
Packet Pg. 194
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
27
Market Participants
Broker Name/Company Range Comments
CBRE $8 to $10 PSF Good potential along Barton Road, rear site
likely very long term hold
Progressive Rep $9 to $10+ PSF Could generate interest for pads along Barton
if the site was assembled
Conclusion
We have considered all of the comparables in our analysis. The following table presents the
valuation conclusion:
CONCLUDED LAND VALUE
$ PSF Subject SF Total
$9.00 x206,039 =$1,854,349
$10.00 x206,039 =$2,060,388
Indicated Value:$1,900,000
(Rounded $PSF)$9.22
Compiled by CBRE
As will be demonstrated in the following analysis of Barton Road pad site development, the
subject as a three-parcel assemblage could potentially accommodate up to three retail pads with
frontage in the low 100-foot range and each parcel consisting of between 0.90 and 0.95 acres,
with the balance of the land (just under two acres) to have very little value whatsoever.
The value of the Stringfield site (as predicated on its accommodation of a single fast food pad) is
around $800,000. All things being equal, three identical pads would be worth $2.4 million.
Note; however, that there is an increased level of risk to each pad heading east away from the
Stater Bros. center due to the diminishing pool of tenants as each pad is absorbed, and the
additional time and risk associated with absorbing three pads as opposed to two pads. As such,
the ?bulk value’ or value of the entire assemblage should fall below $2.4 million. Again, this is
with the consideration that there is very little value if any attributable to the rear portion of the
site.
11.c
Packet Pg. 195
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
28
Summary of Adjustments – City Owned Parcels Only
The following analysis is on the two eastern Grand Terrace parcels. Note that the shape and
overall functional utility is negatively impacted by the exclusion of the Stringfield parcel which
enhances shape, frontage, and most importantly links the Grand Terrace parcels to the adjacent
Stater Bros. development immediately west. Based on our comparative analysis, the following
chart summarizes the adjustments warranted to each comparable.
LAND SALES ADJUSTMENT GRID
Comparable Number123456Subject
Transaction Type Escrow Sale Sale Sale Sale Sale ---
Transaction Date Jul-16 Mar-16 Jan-16 Apr-15 Mar-15 Jan-15 ---
Proposed Use Smart & Final Car storage Commercial CommercialRetail RedevelopCommercial as
Feasible
Adjusted Sale Price1 $1,659,983 $1,275,000 $180,000 $1,350,000 $1,264,500 $265,100 ---
Size (Acres)3.51 4.64 0.51 3.99 2.71 0.55 2.74
Size (SF)152,815 202,118 22,216 173,804 118,048 23,958 119,354
Price Per SF $10.86 $6.31 $8.10 $7.77 $10.71 $11.07 ---
Price ($ PSF)$10.86 $6.31 $8.10 $7.77 $10.71 $11.07
Property Rights Conveyed 10%-20%
...attributable to:minor outstanding off-site finishing costs Superpad with completed on-site improvements
Financing Terms1
Conditions of Sale 5%
?due to:value added through assemblage
Market Conditions (Time)10%3%5%13%13%15%
...reflects:the improved market conditions since the price was negotiated
the improved market conditions since the date of sale
the improved market conditions since the date of sale
the improved market conditions since the date of sale
the improved market conditions since the date of sale
the improved market conditions since the date of sale
Subtotal $12.55 $6.50 $9.36 $8.78 $9.68 $12.72
Location -10%20%10%10%-10%
?due to:its superior signalized corner orientation its inferior location in Norco with inferior access and
surrounding uses
its inferior commercial orientation and appeal/ surrounding uses
its inferior infill location in Riverside itssuperior hard corner orientation
Size -10%-10%
?with respect to:its smaller size and larger pool of buyers / potential users
itssmaller size and larger pool of buyers / potential users
Shape -30%-20%-20%-20%-20%
?due to:far superior frontage
and commercial
exposure as a proportion of total size
its superior frontage as
a proportion of total
size
its superior frontage as
a proportion of total
size
its superior frontage as
a proportion of total
size
itssuperior frontage as
a proportion of total
size
Developability -20%-20%-20%-20%-20%-20%
?based upon:
Topography
Zoning/Density
TotalOther Adjustments -60%0%-40%-30%-40%-60%
Value Indication for Subject $5.02 $6.50 $5.61 $6.14 $5.81 $5.09
Absolute Adjustment 75%43%75%63%73%75%
1 Adjusted sale price for cash equivalency and/or development costs (where applicable)
Compiled by CBRE
superior width assubject potentially has insufficient width to accommodate more than one freestanding fast feeder, diminished by lack of continuity with existing Stater Bros. neighborhood center and control or use of the transition parcel (Stringfield Parcel)
11.c
Packet Pg. 196
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
29
Market Participants
Broker Name/Company Range Comments
CBRE $5 to $6 PSF Loss of continuity with Stater Bros. /
McDonald’s would deter a developer
Progressive Rep $5+ PSF Range May just accommodate one pad / tenant, lack
of flow / synergy with adjacent retail
development
Conclusion
We have considered all of the comparables in our analysis. The following table presents the
valuation conclusion:
CONCLUDED LAND VALUE -GRAND TERRACE PARCELS
$ PSF Subject SF Total
$5.00 x119,354 =$596,772
$6.00 x119,354 =$716,126
Indicated Value:$650,000
(Rounded $ PSF)$5.45
Compiled by CBRE
Note that unassembled this site could likely only accommodate a single fast feeder or retail pad
along Barton Road. As noted previously, the implied value for a pad is around $800,000. As
discussed, the value of the pads heading east decreases due to risk, and in this analysis the site is
negatively impacted by the lack of continuity with the Stater Bros. retail center. As such, it is
reasonable for the value of this site to fall below that of the hypothetical pad site value as if
adjacent to McDonald’s.
11.c
Packet Pg. 197
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
30
Finished Pad Value Along Barton Road
The highest and best use of the sites is to assemble and develop the Barton Road frontage
portion with high traffic retail uses such as fast feeders. The rear portions of each parcel are
considered to have very little value or appeal. They are not considered to be marketable to a
developer for speculative development. As such, we have analyzed the subject as if it could
accommodate pad development and predicated the value of the sites based on this value with
limited if any value attributable to the rear portion of the site. The following map and table
summarize the comparable data used in the valuation of the subject site. A detailed description
of each transaction is included in the addenda.
11.c
Packet Pg. 198
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
31
SUMMARY OF COMPARABLE LAND SALES (FINISHED PAD SITES)
Adjusted Sale Size Size Price
No.Property Location TypeDate Zoning Price 1 (Acres) (SF) Per SF
1Nearthe Northwest Corner of
TemeculaParkway &LaPaz
Street, Temecula, CA
Sale Mar-16 PO, Professional
Office
$1,354,866 1.00 43,560 $31.10
27515 Indiana Avenue,
Riverside,CA
Sale Dec-15 R-1 7000 SP - w/in
Riverside Auto
Center Specific
$900,000 0.68 29,621 $30.38
3Civic Drive, Victorville,CA Sale Dec-15 Retail Pad $1,100,000 1.23 53,579 $20.53
412701 Central Avenue,
Chino, CA
Sale Sep-15 CG $1,250,000 0.97 42,297 $29.55
527495 SanBernardino
Avenue, Redlands, CA
Sale Sep-15 EV/CG $550,000 0.84 36,590 $15.03
Subject22273, 22293, 22317 Barton
Road,
Grand Terrace, California
------GC - General
Commercialin
Barton Road SP
---0.90 to 0.95 39,204 to
41,382
---
1Adjusted sale price for cash equivalency and/or development costs (where applicable)
Compiledby CBRE
Transaction
We have estimated the approximate anticipated size of the site for each pad based on the Land
Sale Comparables in the preceding chart, discussions with active local market participants, and
lastly the site area of the adjacent pads in the Stater Bros. development. Based on the available
data as well as our conversations with active market participants, the most likely site for the
usable pad area along Barton Road would be 0.90 to 0.95 acres, and with frontage in the low
100 foot range (the adjacent McDonald’s pad has 130 feet of frontage). We have applied this to
the Stringfield parcel as well as the estimated potential in the assemblage of three potential pads
which would have total frontage of 390 feet.
Discussion/Analysis of Land Sales
Land Sale One
This comparable is a portion of the 8.79-acre site known as the "Gateway to Temecula." The sale
is contingent upon the approval of a planned development overlay district for the site as well as
replatting. The buyer is a developer that reportedly intends to develop the site with a Corky's
Kitchen & Bakery restaurant. As of March 17, 2016, recording information (document number)
was unavailable for this transaction. However, it was verified via the purchase and sale
agreement as well as the seller's settlement statement.
11.c
Packet Pg. 199
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
32
Land Sale Two
This is the December 2015 sale of three parcels that total 0.68 acres. It is located within the
Riverside auto center specific plan and has freeway visibility along highway 91. The parcels had
two homes on them at the time of sale. It was marketed as land for re-development.
Surrounding developments include retail developments and auto dealerships.
Land Sale Three
This comparable represents the December 2015 sale of a finished retail pad site in the city of
Victorville. Specifically, the site is located along the east side of Civic Drive, one parcel south of
Roy Rogers Drive, and just west of the I-15 interchange. The site is flanked by vacant land to the
east and west; however, a Home Depot anchored shopping center, which includes some pad
development is located across the street to the west. Additional development includes a Panda
Express and In & Out fast food restaurants located immediately to the north, with direct frontage
along Roy Rogers Drive. The site was delivered with all off-sites in place, including curbs, gutters,
sidewalks and perimeter landscaping. Servicing drive-aisles are also in place; although no
paving exists at the comparable site. As indicated by the buying entity, the property was acquired
for the development of a freestanding Krispy Kreme Doughnuts location.
Land Sale Four
This comparable is a land site located along the northeast corner of Central and Washington
Avenues in the city of Chino. The site is along Central Avenue, a primary commercial corridor
roughly one mile south of SR-60. The 0.97 acre site is currently a mix of vacant land and two
older SFRs. Surrounding uses include residential uses to the north, west and east and a Bank of
America bank branch directly south. The land was purchased after 44 months on the market.
The sale included five contiguous lots.
Land Sale Five
This comparable represents and land parcel located at 27495 San Bernardino Avenue in the city
of Redlands. The raw land was purchased with the intent of building a Tire Store. The land was
on the market for approximately 5 months. The immediate area has undergone substantial retail
development in the larger development in the northwest quadrant of the 10 and 30 Freeways.
11.c
Packet Pg. 200
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
33
Summary of Adjustments
Based on our comparative analysis, the following chart summarizes the adjustments warranted to
each comparable.
LAND SALES ADJUSTMENT GRID (FINISHED PAD SITE)
ComparableNumber12345Subject
Transaction Type Sale Sale Sale Sale Sale ---
Transaction Date Mar-16 Dec-15 Dec-15 Sep-15 Sep-15 ---
Zoning PO,
Professional
Office
R-1 7000 SP -
w/in Riverside
Auto Center
Specific
Retail PadCG EV/CGGC - General
Commercial
in Barton
Road SP
Adjusted Sale Price 1 $1,354,866 $900,000 $1,100,000 $1,250,000 $550,000 ---
Size (Acres)1.00 0.68 1.23 0.97 0.84 0.90 to 0.95
Size (SF)43,560 29,621 53,579 42,297 36,590
Price Per SF $31.10 $30.38 $20.53 $29.55 $15.03
Price ($ PSF)$31.10 $30.38 $20.53 $29.55 $15.03
Property Rights Conveyed 20%
Financing Terms 1
Conditions of Sale
Market Conditions 3%5%5%7%7%
Subtotal $32.04 $31.90 $21.56 $31.62 $19.30
Location -40%-40%-40%
Size
Shape
Topography
Zoning/Density
Utilities
Total Other Adjustments -40%-40%0%-40%0%
Value Indication for Subject $19.22 $19.14 $21.56 $18.97 $19.30
Absolute Adjustment 43%45%5%47%27%
1Adjusted sale price for cash equivalency and/or development costs (where applicable)
Compiled by CBRE
39,204 to
41,382
Conclusion
We have placed primary emphasis on Sale Sales Three and Five as they required the least
amount of gross adjustment. Again, we have estimated the most likely size of the pad to be
between 0.90 and 0.95 acres. The following table presents the valuation conclusion:
HYPOTHETICAL PAD SITE VALUE -STRINGFIELD AS ASSEMBLED
$ PSF Subject SF Total
$20.00 x39,204 =$784,080
$20.00 x41,382 =$827,640
Indicated Value:$820,000
Compiledby CBRE
As discussed, the assemblage of the Stringfield could potentially allow development of up to three
retail pads versus only one to two pads without. As such, the value of the Stringfield parcel as
assembled is essentially the value of one additional retail pad site. This is the value reflected in
the preceding table and analysis.
11.c
Packet Pg. 201
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
34
Stringfield Parcel – As Is Continued Use as Single Family Residence
As discussed, the developable commercial portion of the Stringfield site is approximately equal to
or less than half of the site (as assembled). According to our conversations with active real estate
brokers in the local market, given the dysfunctional long and narrow shape the parcel contains
no retail or commercial value as a standalone site. As such, the highest and best use of this site
on an ?as is’ basis is for continued interim use as a single family residence. We have analyzed it
as such.
The following map and table summarize the comparable data used in the valuation of the
subject.
SUMMARY OF COMPARABLE SINGLE FAMILY HOME SALES
Year GLA Beds Bath Site Adjusted Sale Price
No.Name Type Date Built (SF) (No.) (No.) (SF) Price 1 Per SF
122270 Barton Road, Grand Terrace, CA Sale Sep-151953 1,276 3221,100 $349,000 $274
222284 Barton Road,
Grand Terrace, CA
Sale Jun-15 1953 /
1986
3,175 31.5 21,100 $510,000 $161
322220 Barton Road, Grand Terrace, CA Sale Jan-15 1958 1,728 4219,032 $280,000 $162
Subj.
ProForma
Commercial AssemblageLand,
22273 Barton Road,Grand Terrace, CA
------1947 1,548 31.5 86,700 -------------------
1Adjusted sale price for cash equivalency, lease-up and/or deferred maintenance (where applicable)
Compiled by CBRE
Transaction Comments
Nicely maintained and landscaped, Heating and air Conditioning, Grass
front and back yards
Improvements re-used to
orthodontics office
Nicely maintained and landscaped, Heating and air Conditioning, Long
concrete driveway
11.c
Packet Pg. 202
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Land Value
35
Sale Price Per Square Foot Conclusion
Market conditions continue to improve and there is likely increasing demand from businesses as
opposed to families which could drive pricing even higher. An important distinction is that the
subject site area has limited value for commercial or residential use. While it has limited
developability or utility, it comes with increased risk or liability in regard to securing the property,
and it requires additional maintenance, upkeep, and costs of real estate taxes, etc. As such, the
surplus land area is not considered to contribute materially to the potential value of the site sold
for continued interim use.
The following chart presents the valuation conclusion:
SALES COMPARISON APPROACH
GLA (SF)XValue Per SF=Value
1,548 X $225.00 =$348,300
1,548 X $250.00 =$387,000
VALUE CONCLUSION
Indicated Stabilized Value $370,000
Deferred Maintenance $0
Lease-Up Discount $0
Indicated As Is Value $370,000
Rounded $370,000
Value Per SF $239.02
Compiled by CBRE
Summary of Value Conclusions
The following chart summarizes all of the requested values.
MARKET VALUE CONCLUSION
Appraisal Premise Interest AppraisedDate of Value Value Conclusion
As Is -Stringfield Parcel Fee Simple Estate July 23, 2016 $370,000
As Assembled - Stringfield ParcelFee Simple EstateJuly 23, 2016 $820,000
As Is -Grand Terrace Two Parcels Fee Simple EstateJuly 23, 2016 $650,000
As Assembled - All Three Parcels Fee Simple Estate July 23, 2016 $1,900,000
Compiled by CBRE
11.c
Packet Pg. 203
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Assumptions and Limiting Conditions
36
Assumptions and Limiting Conditions
1.CBRE, Inc. through its appraiser (collectively, “CBRE”) has inspected through reasonable observation the subject
property. However, it is not possible or reasonably practicable to personally inspect conditions beneath the soil
and the entire interior and exterior of the improvements on the subject property. Therefore, no representation is
made as to such matters.
2.The report, including its conclusions and any portion of such report (the “Report”), is as of the date set forth in the
letter of transmittal and based upon the information, market, economic, and property conditions and projected
levels of operation existing as of such date. The dollar amount of any conclusion as to value in the Report is based upon the purchasing power of the U.S. Dollar on such date. The Report is subject to change as a result of
fluctuations in any of the foregoing. CBRE has no obligation to revise the Report to reflect any such fluctuations or
other events or conditions which occur subsequent to such date.
3.Unless otherwise expressly noted in the Report, CBRE has assumed that:
(i)Title to the subject property is clear and marketable and that there are no recorded or unrecorded matters or
exceptions to title that would adversely affect marketability or value. CBRE has not examined title records
(including without limitation liens, encumbrances, easements, deed restrictions, and other conditions that may
affect the title or use of the subject property) and makes no representations regarding title or its limitations on
the use of the subject property. Insurance against financial loss that may arise out of defects in title should be
sought from a qualified title insurance company.
(ii)Existing improvements on the subject property conform to applicable local, state, and federal building codes
and ordinances, are structurally sound and seismically safe, and have been built and repaired in a workmanlike
manner according to standard practices; all building systems (mechanical/electrical, HVAC, elevator, plumbing,
etc.) are in good working order with no major deferred maintenance or repair required; and the roof and
exterior are in good condition and free from intrusion by the elements. CBRE has not retained independent
structural, mechanical, electrical, or civil engineers in connection with this appraisal and, therefore, makes no
representations relative to the condition of improvements. CBRE appraisers are not engineers and are not
qualified to judge matters of an engineering nature, and furthermore structural problems or building system
problems may not be visible. It is expressly assumed that any purchaser would, as a precondition to closing a
sale, obtain a satisfactory engineering report relative to the structural integrity of the property and the integrity
of building systems.
(iii)Any proposed improvements, on or off-site, as well as any alterations or repairs considered will be completed in
a workmanlike manner according to standard practices.
(iv)Hazardous materials are not present on the subject property. CBRE is not qualified to detect such substances.
The presence of substances such as asbestos, urea formaldehyde foam insulation, contaminated groundwater,
mold, or other potentially hazardous materials may affect the value of the property.
(v)No mineral deposit or subsurface rights of value exist with respect to the subject property, whether gas, liquid,
or solid, and no air or development rights of value may be transferred. CBRE has not considered any rights
associated with extraction or exploration of any resources, unless otherwise expressly noted in the Report.
(vi)There are no contemplated public initiatives, governmental development controls, rent controls, or changes in
the present zoning ordinances or regulations governing use,density, or shape that would significantly affect the
value of the subject property.
(vii)All required licenses, certificates of occupancy, consents, or other legislative or administrative authority from any
local, state, nor national government or private entity or organization have been or can be readily obtained or
renewed for any use on which the Report is based.
(viii)The subject property is managed and operated in a prudent and competent manner, neither inefficiently or
super-efficiently.
(ix)The subject property and its use, management, and operation are in full compliance with all applicable federal,
state, and local regulations, laws, and restrictions, including without limitation environmental laws, seismic
hazards, flight patterns, decibel levels/noise envelopes, fire hazards, hillside ordinances, density, allowable
uses, building codes, permits, and licenses.
(x)The subject property is in full compliance with the Americans with Disabilities Act (ADA). CBRE is not qualified
to assess the subject property’s compliance with the ADA, notwithstanding any discussion of possible readily
achievable barrier removal construction items in the Report.
11.c
Packet Pg. 204
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Assumptions and Limiting Conditions
37
(xi)All information regarding the areas and dimensions of the subject property furnished to CBRE are correct, and
no encroachments exist. CBRE has neither undertaken any survey of the boundaries of the subject property nor
reviewed or confirmed the accuracy of any legal description of the subject property.
Unless otherwise expressly noted in the Report, no issues regarding the foregoing were brought to CBRE’s
attention, and CBRE has no knowledge of any such facts affecting the subject property. If any information
inconsistent with any of the foregoing assumptions is discovered, such information could have a substantial
negative impact on the Report. Accordingly, if any such information is subsequently made known to CBRE, CBRE
reserves the right to amend the Report, which may include the conclusions of the Report. CBRE assumes no
responsibility for any conditions regarding the foregoing, or for any expertise or knowledge required to discover
them. Any user of the Report is urged to retain an expert in the applicable field(s) for information regarding such
conditions.
4.CBRE has assumed that all documents, data and information furnished by or behalf of the client, property owner,
or owner’s representative are accurate and correct, unless otherwise expressly noted in the Report. Such data and
information include, without limitation, numerical street addresses, lot and block numbers, Assessor’s Parcel
Numbers, land dimensions, square footage area of the land, dimensions of the improvements, gross building
areas, net rentable areas, usable areas, unit count, room count, rent schedules, income data, historical operating
expenses, budgets, and related data. Any error in any of the above could have a substantial impact on the Report.
Accordingly, if any such errors are subsequently made known to CBRE, CBRE reserves the right to amend the
Report, which may include the conclusions of the Report. The client and intended user should carefully review all
assumptions, data, relevant calculations, and conclusions of the Report and should immediately notify CBRE of any
questions or errors within 30 days after the date of delivery of the Report.
5.CBRE assumes no responsibility (including any obligation to procure the same) for any documents, data or
information not provided to CBRE, including without limitation any termite inspection, survey or occupancy permit.
6.All furnishings, equipment and business operations have been disregarded with only real property being
considered in the Report, except as otherwise expressly stated and typically considered part of real property.
7.Any cash flows included in the analysis are forecasts of estimated future operating characteristics based upon the information and assumptions contained within the Report. Any projections of income, expenses and economic
conditions utilized in the Report, including such cash flows, should be considered as only estimates of the
expectations of future income and expenses as of the date of the Report and not predictions of the future. Actual
results are affected by a number of factors outside the control of CBRE, including without limitation fluctuating
economic, market, and property conditions. Actual results may ultimately differ from these projections, and CBRE
does not warrant any such projections.
8.The Report contains professional opinions and is expressly not intended to serve as any warranty, assurance or
guarantee of any particular value of the subject property. Other appraisers may reach different conclusions as to
the value of the subject property. Furthermore, market value is highly related to exposure time, promotion effort,
terms, motivation, and conclusions surrounding the offering of the subject property. The Report is for the sole
purpose of providing the intended user with CBRE’s independent professional opinion of the value of the subject
property as of the date of the Report. Accordingly, CBRE shall not be liable for any losses that arise from any
investment or lending decisions based upon the Report that the client, intended user, or any buyer, seller, investor,
or lending institution may undertake related to the subject property, and CBRE has not been compensated to
assume any of these risks. Nothing contained in the Report shall be construed as any direct or indirect
recommendation of CBRE to buy, sell, hold, or finance the subject property.
9.No opinion is expressed on matters which may require legal expertise or specialized investigation or knowledge
beyond that customarily employed by real estate appraisers. Any user of the Report is advised to retain experts in
areas that fall outside the scope of the real estate appraisal profession for such matters.
10.CBRE assumes no responsibility for any costs or consequences arising due to the need, or the lack of need, for
flood hazard insurance. An agent for the Federal Flood Insurance Program should be contacted to determine the
actual need for Flood Hazard Insurance.
11.Acceptance or use of the Report constitutes full acceptance of these Assumptions and Limiting Conditions and any
special assumptions set forth in the Report. It is the responsibility of the user of the Report to read in full,
comprehend and thus become aware of all such assumptions and limiting conditions. CBRE assumes no
responsibility for any situation arising out of the user’s failure to become familiar with and understand the same.
12.The Report applies to the property as a whole only, and any pro ration or division of the title into fractional
interests will invalidate such conclusions, unless the Report expressly assumes such pro ration or division of
interests.
11.c
Packet Pg. 205
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Assumptions and Limiting Conditions
38
13.The allocations of the total value estimate in the Report between land and improvements apply only to the existing
use of the subject property. The allocations of values for each of the land and improvements are not intended to
be used with any other property or appraisal and are not valid for any such use.
14.The maps, plats, sketches, graphs, photographs, and exhibits included in this Report are for illustration purposes
only and shall be utilized only to assist in visualizing matters discussed in the Report. No such items shall be
removed, reproduced, or used apart from the Report.
1.The Report shall not be duplicated or provided to any unintended users in whole or in part without the written
consent of CBRE, which consent CBRE may withhold in its sole discretion. Exempt from this restriction is
duplication for the internal use of the intended user and its attorneys, accountants, or advisors for the sole benefit
of the intended user. Also exempt from this restriction is transmission of the Report pursuant to any requirement of
any court, governmental authority, or regulatory agency having jurisdiction over the intended user, provided that
the Report and its contents shall not be published, in whole or in part, in any public document without the written
consent of CBRE, which consent CBRE may withhold in its sole discretion. Finally, the Report shall not be made
available to the public or otherwise used in any offering of the property or any security, as defined by applicable
law. Any unintended user who may possess the Report is advised that it shall not rely upon the Report or its
conclusions and that it should rely on its own appraisers, advisors and other consultants for any decision in
connection with the subject property. CBRE shall have no liability or responsibility to any such unintended user.
11.c
Packet Pg. 206
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Addenda
ADDENDA
11.c
Packet Pg. 207
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Addenda
ADDENDUM
Data Sheets – Land Comparables
11.c
Packet Pg. 208
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Escrow Retail -Misc.Freestanding Retail No.1
Property Name Smart & Final Proposed
Address 1023 North Mt Vernon Avenue
Colton, CA 92324United States
Government Tax Agency San Bernardino
Govt./Tax ID 0161-221-03...9, 37, 67, 70
Site/Government Regulations
Acres Square feet
Land Area Net 3.508 152,815
Land Area Gross 3.508 152,815
Excess Land Area N/A N/A
Site Development Status Semi-Finished
Shape Irregular
Topography Generally Level
Utilities N/A
Maximum Floor Area N/A
Maximum FAR N/A
Actual FAR 0.18
Frontage Distance/Street N/A Mt Vernon
Zoning N/A
General Plan N/A
Improvements
Gross Leasable Area (GLA)27,870 sf Floor Count N/A
Status Proposed Parking Type Surface
Occupancy Type N/A Parking Ratio 0.00/1,000 sf
Year Built 2017 Condition N/A
Year Renovated N/A Exterior Finish Concrete Block
Total Anchor Rentable Area N/A Number of Buildings N/A
Total In Line Rentable Area N/A
Anchor N/A
Junior Anchor N/A
National N/A
Sale Summary
Recorded Buyer N/A Marketing Time 12 Month(s)
True Buyer Evergreen Buyer Type Developer
Recorded Seller N/A Seller Type Public Syndicator
True Seller City of Colton Primary Verification First Party
Interest Transferred Fee Simple/Freehold Type Escrow
Current Use Redevelopment Date 7/29/2016
Proposed Use Smart & Final BTS Sale Price $1,292,000
Listing Broker N/A Financing Cash to Seller
Selling Broker N/A Cash Equivalent $1,292,000
Doc #N/A Capital Adjustment $367,983
Adjusted Price $1,659,983
11.c
Packet Pg. 209
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Escrow Retail -Misc.Freestanding Retail No.1
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
07/2016 Escrow N/A N/A $1,292,000 $46.36
Units of Comparison
Static Analysis Method N/A Eff Gross Inc Mult (EGIM)N/A
Buyer's Primary Analysis N/A Op Exp Ratio (OER)N/A
Net Initial Yield/Cap. Rate N/A Adjusted Price / sf $59.56
Projected IRR N/A Wtd. Avg. Lease Expiry N/A
Actual Occupancy at Sale N/A
Financial
No information recorded
Map &Comments
This is a 3.508-acre commercially zoned redevelopment site at the west corner of Mount Vernon and Colton
Avenues in the city of Colton. There is a neighborhood retail center adjacent north which is anchored by Cardenas Markets and Dollar Tree. There are various residential and Class C commercial uses on the
remaining adjacent sites. The subject site is proposed for the construction of a 27,870-square-foot build-to-suit Smart & Final store for which there is a fully executed 15-year lease. Smart & Final will be situated at
the northern portion of the site along Mount Vernon Avenue. The southwest portion of the site will accommodate a future pad, with an estimate site area of 0.53 acres. The Smart & Final lease is a standard
company lease which is triple net with the tenant paying directly for all expenses with the exception of long-term structural items. The tenant is responsible for maintenance and annual inspections of the roof, etc.,
with landlord items generally covered by new construction warranty. The final finished land price will be $10.86 per square foot.
11.c
Packet Pg. 210
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.2
Property Name 2185 Hamner Avenue
Address 2185 Hamner Avenue
Norco, CA 92860United States
Government Tax Agency Riverside
Govt./Tax ID 125-020-018, 125-090-026
Site/Government Regulations
Acres Square feet
Land Area Net 4.640 202,118
Land Area Gross 4.640 202,118
Site Development Status N/A
Shape Irregular
Topography Level, At Street Grade
Utilities All To Site
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
Frontage Distance/Street 352 ft Hamner ve
General Plan N/A
Specific Plan N/A
Zoning C-3-Commercial
Entitlement Status N/A
Sale Summary
Recorded Buyer Norco Dealership Props LLC Marketing Time 40 Month(s)
True Buyer N/A Buyer Type End User
Recorded Seller Norco Income Propety LLC Seller Type Private Investor
True Seller JP Metz Company Primary Verification Broker-Victor Buendia, Progressive
Real Estate Partners
Interest Transferred Fee Simple/Freehold Type Sale
Current Use Vacant Date 3/11/2016
Proposed Use Car storage Sale Price $1,275,000
Listing Broker Victor Buendia, Progressive Real Estate
Partners
Financing Cash to Seller
Selling Broker N/A Cash Equivalent $1,275,000
Doc #096217 Capital Adjustment $0
Adjusted Price $1,275,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
03/2016 Sale Norco Dealership Props LLC Norco Income Propety LLC $1,275,000 N/A
09/2013 Sale Norco Income Property LLC (Lakeville Retail
Group LLC)
Christopher Lee & Carole A Frahm (Frahm Living
Trust)
$2,875,000 N/A
11.c
Packet Pg. 211
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.2
Units of Comparison
$6.31 / sf N/A / Unit
$274,784.48 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This is the March 2016 sale of a 2.17-acre finished land site located on the east side of Hamner Avenue, just south of 3rd Street, in the City of Norco. Surrounding uses include auto dealerships fronting on Hamner
Avenue. The site is zoned for new automobile dealerships and accessory uses, but uses permitted by the underlying commercial zone are allowed with a conditional use permit. The site is relatively deep and narrow
with good visibility from the Interstate 15; pylon and monument signage is available. The site is in the same center as Tractor Supply Company.
The property was purchased for $1,275,000, or $13.49 per square foot. The site was originally listed for sale at $1,890,000. The broker stated that they received full price offers from hotel developers, but a hotel
developer would not close the deal until entitlements were obtained which could take several months. The buyer planned to use the property for car storage and was able to close quickly, so the lower offer was
accepted.
11.c
Packet Pg. 212
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Office No.3
Property Name Commercial Land
Address 22881 Barton Road
Grand Terrace, CA 92313United States
Government Tax Agency San Bernardino
Govt./Tax ID 0276-202-25
Site/Government Regulations
Acres Square feet
Land Area Net 0.510 22,216
Land Area Gross N/A N/A
Site Development Status Semi-Finished
Shape Triangular
Topography Generally Level
Utilities N/A
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
General Plan N/A
Specific Plan N/A
Zoning BRSP - Office Professional
Entitlement Status N/A
Sale Summary
Recorded Buyer N/A Marketing Time N/A
True Buyer Ajay Roberts Buyer Type Private Investor
Recorded Seller N/A Seller Type Private Investor
True Seller Farid Farag Primary Verification Public Records / Real Estate Databases
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 1/7/2016
Proposed Use N/A Sale Price $180,000
Listing Broker Farid Farag (Seller)Financing N/A
Selling Broker None Cash Equivalent $180,000
Doc #N/A Capital Adjustment $0
Adjusted Price $180,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
01/2016 Sale N/A N/A $180,000 N/A
11.c
Packet Pg. 213
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Office No.3
Units of Comparison
$8.10 / sf N/A / Unit
$352,941.18 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This is a parcel of commercial land situated at the southwest corner of Barton Road and Preston Street in the city of Grand Terrace. Surrounding uses are mixed with Class B/C commercial and residential development.
This is a slightly irregular shaped parcel, the majority of which is in finished condition. It was previously entitled for a two-story medical office building. The site sold in January 2014 for $97,500, and in the most
recent transaction January 2016 for $180,000,or $8.10 per square foot.
11.c
Packet Pg. 214
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.4
Property Name 6448 Van Buren Site
Address 6448 Van Buren Boulevard
Riverside, CA 92503United States
Government Tax Agency Riverside
Govt./Tax ID 155-290-061
Site/Government Regulations
Acres Square feet
Land Area Net 3.990 173,804
Land Area Gross N/A N/A
Site Development Status Raw
Shape Irregular
Topography Level, At Street Grade
Utilities N/A
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
Frontage Distance/Street 416 ft Van Buren
General Plan N/A
Specific Plan N/A
Zoning CR - Commercial Retail
Entitlement Status N/A
Sale Summary
Recorded Buyer Arthur & Narine Demirchyan Marketing Time 27 Month(s)
True Buyer N/A Buyer Type Private Investor
Recorded Seller Granite Bay Center, LLC Seller Type Private Investor
True Seller N/A Primary Verification N/A
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 4/28/2015
Proposed Use N/A Sale Price $1,350,000
Listing Broker N/A Financing All Cash
Selling Broker N/A Cash Equivalent $1,350,000
Doc #319643 Capital Adjustment $0
Adjusted Price $1,350,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
04/2015 Sale Arthur & Narine
Demirchyan
Granite Bay Center, LLC $1,350,000 N/A
11.c
Packet Pg. 215
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.4
Units of Comparison
$7.77 / sf N/A / Unit
$338,345.86 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This is the April 2015 sale of a 4.04-acre site on the west side of Van Buren Boulevard, just north of Arlington Avenue, in the city of Riverside, California. Van Buren Boulevard is the main thoroughfare that connects to
the Escondido (I-215) Freeway. The site is located across Van Buren Boulevard from the Riverside Municipal Airport, the location for the annual Riverside Air Show. It is also located adjacent to the north of a free-
standing Walgreens. The southwest corner of Van Buren and Arlington is improved with a neighborhood shopping center that is anchored by Cardenas Market, Rite Aid and 99 Cents Store; the southeast corner is
improved with a K-Mart store. The site is zoned CR - Commercial Retail. The site was originally listed for sale at $2.5 mill, and was subsequently reduced to $1.85 mill. It sold for $1,350,000, or $7.77 per square foot
after 27 months of marketing. The buyer's plans were not disclosed.
11.c
Packet Pg. 216
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.5
Property Name Commercial Land
Address Day Street
Moreno Valley, CA 92553United States
Government Tax Agency Riverside
Govt./Tax ID 291-650-010, -012
Site/Government Regulations
Acres Square feet
Land Area Net 2.710 118,048
Land Area Gross 2.710 118,048
Site Development Status Semi-Finished
Shape Irregular
Topography Generally Level
Utilities At Street
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
Frontage Distance/Street 200 ft Day Street
General Plan N/A
Specific Plan N/A
Zoning SP 200 CC
Entitlement Status None
Sale Summary
Recorded Buyer Focus Day Street LLC Marketing Time 0 Month(s)
True Buyer Steve Grady & James McCullough Buyer Type Private Investor
Recorded Seller Gateway Co LC Seller Type Private Investor
True Seller Fritz Duda Company Primary Verification Public Record
Interest Transferred Fee Simple/Freehold Type Sale
Current Use Vacant Land/Parking Lot Date 3/26/2015
Proposed Use Retail Sale Price $1,264,500
Listing Broker None Financing N/A
Selling Broker None Cash Equivalent $1,264,500
Doc #0121702 Capital Adjustment $0
Adjusted Price $1,264,500
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
03/2015 Sale Focus Day Street LLC Gateway Co LC $1,264,500 N/A
11.c
Packet Pg. 217
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.5
Units of Comparison
$10.71 / sf N/A / Unit
$466,605.17 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This is a 2.71-acre site located along Day Street near Gateway Drive in Moreno Valley. This is a pad site within a WinCo Foods-anchored shopping center. The pad site is rough graded and the parking
improvements have already been installed. This property is located just south of the main commercial area within Moreno Valley, which includes the Moreno Valley Mall, Costco, Wal-Mart, Target, Sam's Club, and
other national retailers. The site sold in March 2015 for $1,264,500 or $10.71 per square foot.
11.c
Packet Pg. 218
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.6
Property Name Commercial Land (Interim SFR)
Address 22172 Barton Road
Grand Terrace, CA 92313United States
Government Tax Agency San Bernadino
Govt./Tax ID 0275-242-13
Site/Government Regulations
Acres Square feet
Land Area Net 0.550 23,958
Land Area Gross N/A N/A
Site Development Status Finished
Shape Irregular
Topography Generally Level
Utilities N/A
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
General Plan N/A
Specific Plan N/A
Zoning GC - Barton Road SP
Entitlement Status N/A
Sale Summary
Recorded Buyer N/A Marketing Time N/A
True Buyer Brooke E Bauman Buyer Type Private Investor
Recorded Seller N/A Seller Type Private Investor
True Seller D&MJFH I LLC Primary Verification Public Records/Loopnet/Zillow
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 1/2/2015
Proposed Use Redevelop Sale Price $265,100
Listing Broker N/A Financing Cash to Seller
Selling Broker N/A Cash Equivalent $265,100
Doc #729 Capital Adjustment $0
Adjusted Price $265,100
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
01/2015 Sale N/A N/A $265,100 N/A
11.c
Packet Pg. 219
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.6
Units of Comparison
$11.07 / sf N/A / Unit
$482,000.00 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This is a corner parcel of commercially zoned land at Barton Road and Vivienda Avenue in the city of Grand Terrace. There are residential uses to the east, Class B/C commercial to the west, with a new Stater Bros.
anchored neighborhood center adjacent south. The property was listed in 2012 for $329,000 as an alternative use site for a business, redevelopment etc. It was acquired with the improvements contributing
no value (the house was vacant as of the time of sale with windows boarded). It was delisted and sold in a off-market transaction for $265,100, or $11.07 per square foot of land area in 2015. All off-sites are complete
along Barton Road.
11.c
Packet Pg. 220
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.7
Property Name Commercial Land
Address 13433 Calimesa Boulevard
Yucaipa, CA 92399United States
Government Tax Agency San Bernardino
Govt./Tax ID 0318-211-08
Site/Government Regulations
Acres Square feet
Land Area Net 2.340 101,930
Land Area Gross 2.340 101,930
Site Development Status Raw
Shape Irregular
Topography Generally Level
Utilities Connected
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
General Plan N/A
Specific Plan N/A
Zoning N/A
Entitlement Status N/A
Sale Summary
Recorded Buyer McFayden Properties, LLC Marketing Time 3 Month(s)
True Buyer Timothy & Susan McFayden Buyer Type Corporation
Recorded Seller Oak Tree Industrial, LLC.Seller Type Corporation
True Seller Mark Teodo Primary Verification Dennis Friedman / REMAX (909-798-0777)
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 2/17/2016
Proposed Use N/A Sale Price $300,000
Listing Broker Dennis Friedman Financing Market Rate Financing
Selling Broker N/A Cash Equivalent $300,000
Doc #61184 Capital Adjustment $0
Adjusted Price $300,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
02/2016 Sale McFayden Properties, LLC Oak Tree Industrial, LLC.$300,000 N/A
11.c
Packet Pg. 221
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.7
Units of Comparison
$2.94 / sf N/A / Unit
$128,205.13 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
Corner lot with 10 Freeway visibility. 2.34-acre zoned commercial/industrial lot, with plans for 22,225 square foot industrial building with office/showroom.
11.c
Packet Pg. 222
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.1
Property Name A Commercial Site
Address Near the Northwest Corner of Temecula Parkway & La Paz
StreetTemecula, CA 92592
United States
Government Tax Agency Riverside
Govt./Tax ID Portion of 922-170-013
Site/Government Regulations
Acres Square feet
Land Area Net 1.000 43,560
Land Area Gross N/A N/A
Site Development Status Finished
Shape Irregular
Topography Generally Level
Utilities All to Site
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
Frontage Distance/Street 341 ft Temecula Parkway
General Plan PO, Professional Office
Specific Plan N/A
Zoning PO, Professional Office
Entitlement Status Fully Entitled/Planning Permissions
Sale Summary
Recorded Buyer Behrooz Mirshafiee Marketing Time N/A
True Buyer Behrooz Mirshafiee Buyer Type Developer
Recorded Seller B&P Oil Services, Inc.Seller Type N/A
True Seller Bijan Dehbozorgi Primary Verification Seller Representative, Tony
Dehbozorgi, 951-849-5055
Interest Transferred Fee Simple/Freehold Type Sale
Current Use Vacant Land Date 3/8/2016
Proposed Use Restaurant Sale Price $1,354,866
Listing Broker None Financing Cash to Seller
Selling Broker None Cash Equivalent $1,354,866
Doc #See Comments Capital Adjustment $0
Adjusted Price $1,354,866
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
03/2016 Sale Behrooz Mirshafiee B&P Oil Services, Inc.$1,354,866 N/A
11.c
Packet Pg. 223
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.1
Units of Comparison
$31.10 / sf N/A / Unit
$1,354,866.00 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This comparable is a portion of the 8.79-acre site known as the "Gateway to Temecula." The sale is contingent upon the approval of a planned development overlay district for the site as well as replatting. The
buyer is a developer that reportedly intends to develop the site with a Corky's Kitchen & Bakery restaurant. As of March 17, 2016, recording information (document number) was unavailable for this transaction.
However, it was verified via the purchase and sale agreement as well as the seller's settlement statement.
11.c
Packet Pg. 224
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.2
Property Name Vacant Lot
Address 7515 Indiana Avenue
Riverside, CA 92504United States
Government Tax Agency Riverside
Govt./Tax ID 230-100-007, 230-100-009, 230-100-016
Site/Government Regulations
Acres Square feet
Land Area Net 0.680 29,621
Land Area Gross N/A N/A
Site Development Status Finished
Shape Rectangular
Topography Generally Level
Utilities to site
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
Frontage Distance/Street N/A Indiana
Frontage Distance/Street N/A Highway 91
General Plan N/A
Specific Plan N/A
Zoning R-1 7000 SP - w/in Riverside Auto Center Specific
Entitlement Status N/A
Sale Summary
Recorded Buyer Wolf Nejedly V LLC Marketing Time 5 Month(s)
True Buyer Kevin Wolf Buyer Type Private Investor
Recorded Seller Richard Gervais Seller Type Private Investor
True Seller Richard Gervais Primary Verification Costat
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 12/23/2015
Proposed Use commercial Sale Price $900,000
Listing Broker Kevin Wolf 951-321-3333 Financing All Cash
Selling Broker N/A Cash Equivalent $900,000
Doc #0554761 Capital Adjustment $0
Adjusted Price $900,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
12/2015 Sale Wolf Nejedly V LLC Richard Gervais $900,000 N/A
11.c
Packet Pg. 225
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.2
Units of Comparison
$30.38 / sf N/A / Unit
$1,323,529.41 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This is the December 2015 sale of three parcels that total 0.68 acres. It is located within the Riverside auto center specific plan and has freeway visibility along highway 91. The parcels had two homes on them at
the time of sale. It was marketed as land for re-development. Surrounding developments include retail developments but mainly auto dealerships.
11.c
Packet Pg. 226
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.3
Property Name Retail Pad Site
Address Civic Drive
Victorville, CA 92392United States
Government Tax Agency San Bernardino
Govt./Tax ID 0395-261-22 (portion of)
Site/Government Regulations
Acres Square feet
Land Area Net 1.230 53,579
Land Area Gross N/A N/A
Site Development Status Finished
Shape Rectangular
Topography Level, At Street Grade
Utilities All to site
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
Frontage Distance/Street 150 ft Civic Dr.
General Plan N/A
Specific Plan N/A
Zoning N/A
Entitlement Status N/A
Sale Summary
Recorded Buyer Krispy Kreme Doughnuts, Inc.Marketing Time N/A
True Buyer N/A Buyer Type End User
Recorded Seller Giverny 1985 Investments, LLC Seller Type N/A
True Seller N/A Primary Verification Costar and public records
Interest Transferred N/A Type Sale
Current Use Vacant Date 12/30/2015
Proposed Use Krispy Kreme Doughnuts Sale Price $1,100,000
Listing Broker Vicki Donkin; NAI Capital Financing Cash to Seller
Selling Broker N/A Cash Equivalent $1,100,000
Doc #N/A Capital Adjustment $0
Adjusted Price $1,100,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
12/2015 Sale Krispy Kreme Doughnuts,
Inc.
Giverny 1985
Investments, LLC
$1,100,000 N/A
11.c
Packet Pg. 227
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.3
Units of Comparison
$20.53 / sf N/A / Unit
$894,308.94 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This comparable represents the December 2015 sale of a finished retail pad site in the city of Victorville. Specifically, the site is located along the east side of Civic Drive, one parcel south of Roy Rogers Drive, and
just west of the I-15 interchange. The site is flanked by vacant land to the east and west; however, a Home Depot anchored shopping center, which includes some pad development is located across the street to the
west. Additional development includes a Panda Express and In & Out fast food restaurants located immediately to the north, with direct frontage along Roy Rogers Drive. The site was delivered with all off-
sites in place, including curbs, gutters, sidewalks and perimeter landscaping. Servicing drive-aisles are also in place; although no paving exists at the comparable site. As indicated by the buying entity, the property
was acquired for the development of a freestanding Krispy Kreme Doughnuts location. As of the writing of this report, the listing agent has not responded to requests for verification.
11.c
Packet Pg. 228
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.4
Property Name Commercial Land
Address 12701 Central Avenue
Chino, CA 91710United States
Government Tax Agency San Bernardino
Govt./Tax ID N/A
Site/Government Regulations
Acres Square feet
Land Area Net 0.971 42,297
Land Area Gross N/A N/A
Site Development Status N/A
Shape N/A
Topography Level, At Street Grade
Utilities N/A
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
General Plan N/A
Specific Plan N/A
Zoning CG
Entitlement Status N/A
Sale Summary
Recorded Buyer Valaskantjis Family Trust Marketing Time 44 Month(s)
True Buyer Georgia & Nikiforos Valakantjis Buyer Type N/A
Recorded Seller Tony V and Nina B Preciado Seller Type End User
True Seller Southwest Rebar, Inc.Primary Verification Tony Preciado (909-947-5669)
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 9/15/2015
Proposed Use Commercial Sale Price $1,250,000
Listing Broker Tony Preciado Financing Not Available
Selling Broker N/A Cash Equivalent $1,250,000
Doc #400207 Capital Adjustment $0
Adjusted Price $1,250,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
09/2015 Sale Valaskantjis Family Trust Tony V and Nina B Preciado $1,250,000 N/A
11.c
Packet Pg. 229
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.4
Units of Comparison
$29.55 / sf N/A / Unit
$1,287,332.65 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This comparable is a land site located along the northeast corner of Central and Washington Avenues in Chino, CA. The 0.97 acre site is currently a mix of vacant land and two older SFRs. The site has residential
uses to the north, west and east and a Bank of America branch directly south. The land was purchased for $1,250,000 on September 15, 2015 after 44 months on the market. The site is along Central Avenue, a
primary commercial corridor roughly one mile south of SR-60. The sale included five contiguous lots.
11.c
Packet Pg. 230
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.5
Property Name Commercial Land
Address 27495 San Bernardino Avenue
Redlands, CA 92374United States
Government Tax Agency San Bernardino
Govt./Tax ID N/A
Site/Government Regulations
Acres Square feet
Land Area Net 0.840 36,590
Land Area Gross N/A N/A
Site Development Status Raw
Shape Rectangular
Topography Level, At Street Grade
Utilities All to site
Maximum FAR N/A
Min Land to Bldg Ratio N/A
Maximum Density N/A
General Plan N/A
Specific Plan N/A
Zoning EV/CG
Entitlement Status N/A
Sale Summary
Recorded Buyer N/A Marketing Time 5 Month(s)
True Buyer Ramona Tire, Inc.Buyer Type N/A
Recorded Seller James & Laurel Munson Seller Type N/A
True Seller N/A Primary Verification Public Records
Interest Transferred Fee Simple/Freehold Type Sale
Current Use N/A Date 9/9/2015
Proposed Use N/A Sale Price $550,000
Listing Broker Phillip Woodford, CBRE Financing N/A
Selling Broker N/A Cash Equivalent $550,000
Doc #393583 Capital Adjustment $0
Adjusted Price $550,000
Transaction Summary plus Five-Year CBRE View History
Transaction Date Transaction Type Buyer Seller Price Cash Equivalent Price/sf
09/2015 Sale N/A James & Laurel Munson $550,000 N/A
11.c
Packet Pg. 231
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Sale Land -Retail/Commercial No.5
Units of Comparison
$15.03 / sf N/A / Unit
$654,761.90 / ac N/A / Allowable Bldg. Units
N/A / Building Area
Financial
No information recorded
Map &Comments
This comparable represents and land parcel located at 27495 San Bernardino Avenue, Redlands. The raw land was purchased with the intent of building a Tire Store. The land was on the market for approximately 5
months before being purchased for $550,000 or $15.03 PSF. This was an all cash transaction.
11.c
Packet Pg. 232
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Addenda
ADDENDUM
Assessor ?s Records
11.c
Packet Pg. 233
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Property Detail Report
For Property Located At :
22273 BARTON RD, GRAND TERRACE, CA 92313-5004
Record #: 1
Owner Information
Owner Name:STRINGFIELD KMailingAddress:22273 BARTON RD, GRAND TERRACE CA 92313-5004 C030 Vesting Codes:// JT
Location Information
Legal Description:EAST R1VERS1DE LAND CO SUB W 140 FT E 240 FT LOT 3 EX ST 4-5-87 87-123616County:SAN BERNARDINO, CA APN:1167-231-02-0000Census Tract / Block:71.06 / 2 Alternate APN:Township-Range-Sect:Subdivision:Legal Book/Page:1167-231 Map Reference:/Legal Lot:3 Tract #:Legal Block:School District:COLTONMarket Area:266 School District Name:Neighbor Code:093 Munic/Township:SAN BERNARDINO
Owner Transfer Information
Recording/Sale Date:10/17/2002 / 10/02/2002 Deed Type:QUIT CLAIM DEEDSale Price:1st Mtg Document #:Document #:554836
Last Market Sale Information
Recording/Sale Date:04/15/1987 / 03/1987 1st Mtg Amount/Type:/Sale Price:1st Mtg Int.Rate/Type: /Sale Type:1st Mtg Document #:Document #:123616 2nd Mtg Amount/Type:/Deed Type:GRANT DEED 2nd Mtg Int. Rate/Type:/Transfer Document #:Price Per SqFt:New Construction:Multi/Split Sale:Title Company:Lender:Seller Name:STRINGFIELD HELEN K
Prior Sale Information
Prior Rec/Sale Date:/Prior Lender:Prior Sale Price:Prior 1st Mtg Amt/Type:/Prior Doc Number:Prior 1st Mtg Rate/Type:/Prior Deed Type:
Property Characteristics
Gross Area:1,548 Parking Type:DETACHED GARAGE Construction:MASONRYLiving Area:1,548 Garage Area:500 Heat Type:CENTRALTot Adj Area:Garage Capacity:2 Exterior wall:Above Grade:Parking Spaces:Porch Type:PATIO/PORCHTotal Rooms:6 Basement Area:Patio Type:Bedrooms: 3 Finish Bsmnt Area:Pool:Bath(F/H):1 / Basement Type:Air Cond:REFRIGERATIONYear Built / Eff:1947 /1947 Roof Type:Style:CONVENTIONALFireplace:Y / 1 Foundation:Quality:#of Stories:1.00 Roof Material:TILE Condition:Other Improvements:
Site Information
Zoning:Acres:1.99 County Use:SINGLE FAMILY RES (0510)Lot Area:86,700 Lot Width/Depth:x State Use:Land Use:SFR Res/Comm Units:/Water Type:PUBLICSite Influence:Sewer Type:PUBLIC SERVICETax InformationTotal Value:$43,951 Assessed Year:2015 Property Tax:$493.25Land Value:$17,141 Improved %:61%Tax Area:16001ImprovementValue:$26,810 Tax Year:2015 Tax Exemption:HOMEOWNERTotal Taxable Value:$36,951
Page 1 of 3RealQuest.com ® -Report
7/5/2016http://proclassic.realquest.com/jsp/report.jsp?&client=&action=confirm&type=getreportcs&...
11.c
Packet Pg. 234
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Property Detail Report
For Property Located At :
22293 BARTON RD, GRAND TERRACE, CA 92313
Record #: 2
Owner Information
Owner Name:GRAND TERRACE HOUSING AUTHORITYMailing Address:22795 BARTON RD, GRAND TERRACE CA 92313-5271 C015 C/O CITY OF GRAND TERRACEVestingCodes:// CO
Location Information
Legal Description:EAST R1VERSD1E LAND CO SUB E 100 FT LOT 3 EX ST PER 12-11-86 86-376453 County:SAN BERNARDINO, CA APN:1167-231-01-0000Census Tract / Block:71.06 / 2 Alternate APN:Township-Range-Sect:Subdivision:EAST RIVERSIDE LAND COLegal Book/Page:1167-231 Map Reference:/Legal Lot:3 Tract #:Legal Block:School District:COLTONMarket Area:266 School District Name:Neighbor Code:093 Munic/Township:SAN BERNARDINO
Owner Transfer Information
Recording/Sale Date:01/31/2012 / 01/30/2012 Deed Type:QUIT CLAIM DEEDSale Price:1st Mtg Document #:Document #:39503
Last Market Sale Information
Recording/Sale Date:05/23/2001 / 04/28/2001 1st Mtg Amount/Type:/Sale Price:$211,000 1st Mtg Int.Rate/Type: /Sale Type:FULL 1st Mtg Document #:Document #:200043 2nd Mtg Amount/Type:/Deed Type:GRANT DEED 2nd Mtg Int. Rate/Type:/Transfer Document #:Price Per SqFt:New Construction:Multi/Split Sale:
Title Company:FIRST AMERICAN TITLE INSURANCELender:Seller Name:FISHER KENNETH P & LINDA L
Prior Sale Information
Prior Rec/Sale Date:12/11/1986 / 11/1986 Prior Lender:Prior Sale Price:Prior 1st Mtg Amt/Type:/Prior Doc Number:376453 Prior 1st Mtg Rate/Type:/Prior Deed Type:GRANT DEED
Property Characteristics
Year Built / Eff:/Total Rooms/Offices Garage Area:Gross Area:Total Restrooms:Garage Capacity:Building Area:Roof Type:Parking Spaces:Tot Adj Area:Roof Material:Heat Type:Above Grade:Construction:Air Cond:#of Stories:Foundation:Pool:Other Improvements:Exterior wall:Quality:Basement Area:Condition:
Site Information
Zoning:Acres:1.38 County Use:VACANT LAND (0000)Lot Area:60,230 Lot Width/Depth:x State Use:Land Use:VACANT LAND (NEC)Commercial Units:Water Type:PUBLICSite Influence:Sewer Type:PUBLIC SERVICE Building Class:
Tax Information
Total Value:Assessed Year:Property Tax:Land Value:Improved %:Tax Area:16001ImprovementValue:Tax Year:Tax Exemption:Total Taxable Value:
Page 2 of 3RealQuest.com ® -Report
7/5/2016http://proclassic.realquest.com/jsp/report.jsp?&client=&action=confirm&type=getreportcs&...
11.c
Packet Pg. 235
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Property Detail Report
For Property Located At :
22317 BARTON RD, GRAND TERRACE, CA 92313
Record #: 3
Owner Information
Owner Name:GRAND TERRACE HOUSING AUTHORITYMailing Address:22795 BARTON RD, GRAND TERRACE CA 92313-5271 C015 C/O CITY CLERKVestingCodes://
Location Information
Legal Description:EAST RIVERSIDE LAND CO SUB W 150 FT N 415.27 FT LOT 2 EX ST 1.36 AC M/L County:SAN BERNARDINO, CA APN:1167-311-01-0000Census Tract / Block:71.06 / 2 Alternate APN:Township-Range-Sect:Subdivision:EAST RIVERSIDE LAND CO SUBLegal Book/Page:1167-311 Map Reference:/Legal Lot:2 Tract #:Legal Block:School District:COLTONMarket Area:266 School District Name:Neighbor Code:093 Munic/Township:SAN BERNARDINO
Owner Transfer Information
Recording/Sale Date:01/31/2012 / 01/30/2012 Deed Type:QUIT CLAIM DEEDSale Price:1st Mtg Document #:Document #:39500
Last Market Sale Information
Recording/Sale Date:09/10/1992 /1st Mtg Amount/Type:/Sale Price:1st Mtg Int.Rate/Type: /Sale Type:1st Mtg Document #:Document #:373698 2nd Mtg Amount/Type:/Deed Type:GRANT DEED 2nd Mtg Int. Rate/Type:/Transfer Document #:Price Per SqFt:New Construction:Multi/Split Sale:Title Company:Lender:Seller Name:
Prior Sale Information
Prior Rec/Sale Date:09/10/1992 /Prior Lender:Prior Sale Price:Prior 1st Mtg Amt/Type:/Prior Doc Number:373695 Prior 1st Mtg Rate/Type:/Prior Deed Type:AFFIDAVIT
Property Characteristics
Year Built / Eff:/Total Rooms/Offices Garage Area:Gross Area:Total Restrooms:Garage Capacity:Building Area:Roof Type:Parking Spaces:Tot Adj Area:Roof Material:Heat Type:Above Grade:Construction:Air Cond:#of Stories:Foundation:Pool:Other Improvements:Exterior wall:Quality:Basement Area:Condition:
Site Information
Zoning:Acres:1.36 County Use:VACANT LAND (0000)Lot Area:59,200 Lot Width/Depth:x State Use:Land Use:VACANT LAND (NEC)Commercial Units:Water Type:PUBLICSite Influence:Sewer Type:PUBLIC SERVICE Building Class:
Tax Information
Total Value:Assessed Year:Property Tax:Land Value:Improved %:Tax Area:16001ImprovementValue:Tax Year:Tax Exemption:Total Taxable Value:
Page 3 of 3RealQuest.com ® -Report
7/5/2016http://proclassic.realquest.com/jsp/report.jsp?&client=&action=confirm&type=getreportcs&...
11.c
Packet Pg. 236
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Addenda
ADDENDUM
Engagement Letter
11.c
Packet Pg. 237
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 238
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 239
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 240
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 241
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 242
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 243
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 244
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 245
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
Addenda
ADDENDUM
Qualifications
11.c
Packet Pg. 246
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
PROFESSIONAL PROFILE
ROBERT Z. JACOBSON, MAI
Robert Z. Jacobson, MAI is the head appraiser in the Ontario office for CBRE Valuation &
Advisory Services. Mr. Jacobson joined the Ontario office in 2002 and has served
institutional as well as local clients on all types of appraisal and consulting assignments
throughout the Inland Empire. Mr. Jacobson also works in concert with the National Self
Storage Valuation Group lead by Chris Sonne, MAI.
The Inland Empire Valuation Group focuses on all property types throughout San
Bernardino and Riverside Counties. The value of our services is uniquely enhanced by the
close relationships we have fostered with CBRE Ontario’s local brokerage professionals
which include industrial, retail, and self-storage teams that are consistently among the
industry’s top producers on a national level.
Mr. Jacobson’s experience includes the valuation of all property types including industrial,
retail, self-storage, and all types of land throughout Southern California.
REPRESENTATIVE ASSIGNMENTS
Property Description Location Size
Industrial SF
General Mills Perris 1,547,342
Proctor & Gamble Moreno Valley 1,479,117
Solo Cup Rialto 882,230
Land Acres
Riverside Mining - Industrial Riverside 223
Future Industrial Land - Multi Parcel Perris 195
Future Residential Adelanto/Victorville 1,150
Retail SF
Falcon Ridge Town Center Fontana 223,469
Piemonte
Komar
Ontario
La Quinta
111,814
77,466
Self Storage Units
Public Storage – Proposed Los Angeles County 2,065
SoCal Self Storage
Extra Space
Hollywood
La Quinta
1,007
1,172
SmartStop/ExtraSpace – Proposed Orange County 230
Tower RV – Proposed Inland Empire 969
CREDENTIALS
Professional Affiliations/Accreditations/Certifications
Appraisal Institute, Designated Member (MAI)
Certified General Real Estate Appraiser, State of California, No. AG035731
EDUCATION
University of Arizona, Tucson, Arizona, Bachelor of Science
Duel Major Finance and Accounting – Cum Laude
Appraisal Institute Coursework
ROBERT Z. JACOBSON, MAI
Vice President
Valuation and Advisory Services
Cell. +1 909 227 2386
robert.jacobson@cbre.com
www.cbre.com/Robert.Jacobson
CLIENTS REPRESENTED
Institutional
Prudential
CalPERS
RREEF
RERC
LaSalle
Prologis
Panatoni
Local
Lewis Group
March JPA
HIP
Bank
Deutsche Bank
Wells Fargo
Cantor
Western Alliance Bank
US Bank
Comerica
Citizens Business Bank
Self Storage
Public Storage
SmartStop
ExtraSpace
SoCal
StorQuest
U-Haul
11.c
Packet Pg. 247
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
QUALIFICATIONS OF ROBERT Z. JACOBSON, MAI
Vice President
CBRE, INC.
Valuation & Advisory Services
4141 Inland Empire Boulevard, Suite 100
Phone: (909) 418-2252
E-Mail: robert.jacobson@cbre.com
EDUCATION
University of Arizona, Bachelor of Arts, Finance May 2002
University of Arizona, Bachelor of Arts, Accounting May 2002
Appraisal Institute and College Courses:
Real Estate Investment (U of A) Business Practices and Ethics General Report Writing & Case Studies
Advanced Market Analysis & HBU Advanced Income Capitalization Advanced Sales Comparison and Cost
Advanced Concepts & Case Study Quantitative Analysis
LICENSES/CERTIFICATIONS
Head Appraiser – CBRE Ontario
Designated Member of the Appraisal Institute
California Real Estate Appraiser (No. AG035731)
EMPLOYMENT
CBRE, Inc. - Valuation & Advisory Services, Ontario June 2002 – Present
Vice President
Bourn Partners – Commercial Real Estate Investment Division, Tucson 2001
Marketing Assistant
CBRE, Inc. - Valuation & Advisory Services, Tucson 2000
Research Assistant
CBRE, Inc. – Brokerage Services, Tucson 1999
Research Assistant
EXPERIENCE
Experience includes valuation of the following property types:
Inland Empire Specialist
All Types of Industrial Properties
Notable Assignments
1.5MM SF P&G – Perris
1MM SF SOLO Cup – Rialto
800K SF Amazon – Perris
All Types of Retail Properties Falcon Ridge –Fontana
Piemonte – Ontario
Komar – La Quinta
All Types of Land 1 to 1,000+ acre tracts of
industrial land for multiple
institutions from Perris to Barstow
11.c
Packet Pg. 248
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 249
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
PROFESSIONAL PROFILE
Rev. March 2015
Robert W. Bell, MAI is a Director in the Ontario office for CBRE Valuation & Advisory
Services group. Previously, Mr. Bell was the Managing Director for Lee & Associates
Valuation and Consulting Services.
Mr. Bell has been engaged in the valuation and analysis of commercial real estate on
a national basis since 1978. He has appraised thousands of properties during his
career and has experience in fee simple, leased fee, leasehold, sandwich leasehold,
and condominium valuations. He has been recognized as an expert witness before
Property Tax Appeal Boards, Rent Control Boards, California State Superior Courts,
and Federal Bankruptcy Court. He has given valuation presentations to college classes,
real estate associations and appraisal seminars. He has experience in the valuation of
special use properties including historical buildings, fast food restaurants, car
dealerships, master-planned communities, amusement parks, mortuaries, parking
garages, multiplex theaters, religious facilities, schools, mobile home parks,
environmentally sensitive acreage, fitness facilities, golf courses, and bowling centers.
REPRESENTATIVE ASSIGNMENTS
Industrial/High Tech Properties:
Nissan US Design Center
Sky Park multi-tenant business park, Irvine, CA
Office Properties:
Sorrento Towers North and South, San Diego
Residential Properties:
Oakwood Garden Apartments (1,440 units), Newport Beach, CA
Portfolio of 78 mobile home parks across the US
Portola Hills single family tract home communities, Orange County, CA
Retail Properties:
Palm Springs Mall
Citrus Plaza community center, Redlands, CA
Acreage Properties:
Proposed 2,100 acre Lakeview Masterplanned Community
Partially developed resort residential/golf course land, Hawaii
Special Purpose Facilities:
Portfolio of 12 bowling centers across the US
Portfolio of 7 YMCA facilities in Southern California
CREDENTIALS
Professional Affiliations/Accreditations/Certifications
The Appraisal Institute , Designated Member (MAI)
EDUCATION
University of Southern California, MBA (Finance)
Westmont College, Bachelor of Arts
ROBERT W. BELL, MAI
Director
Valuation and Advisory Services
T. +1 909 418 2045
F. +1 909 418 2100
C. +1 714 305 5876
bob.bell@cbre.com
www.cbre.com/Bob.Bell
CLIENTS REPRESENTED
Argo Group US, Inc.
Bank of the West
CBRE Investors
Comerica Bank
Evangelical Christian Credit
Union
Hart, King & Coldren
Hancock-Whitney Bank
Holliday Rock Company, Inc.
Jackson, Demarco &
Peckenpaugh
Manufacturers Bank
Penske Truck Leasing
Rabobank
SE Corporation
The Lewis Group of Companies
Tower Investment Co.
Union Bank
11.c
Packet Pg. 250
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
11.c
Packet Pg. 251
At
t
a
c
h
m
e
n
t
:
A
t
t
a
c
h
m
e
n
t
I
I
I
-
A
p
p
r
a
i
s
a
l
(
2
0
0
4
:
A
u
t
h
o
r
i
z
e
C
i
t
y
M
a
n
a
g
e
r
t
o
E
x
e
c
u
t
e
P
u
r
c
h
a
s
e
A
g
r
e
e
m
e
n
t
(
E
s
c
r
o
w
D
o
c
u
m
e
n
t
s
)
f
o
r
2
2
2
7
3
B
a
r
t
o
n
AGENDA REPORT
MEETING DATE: September 13, 2016 Council Item
TITLE: Appointment of Planning Commission Members to the
Planning Commission
PRESENTED BY: Sandra Molina, Planning & Development Services Director
RECOMMENDATION: 1) Re-appoint incumbents Thomas Comstock and Tara
Ceseña to the Planning Commission for four year terms
ending on June 30, 2020; and
2) Interview the three remaining candidates and appoint
one candidate to complete the remainder of the vacant term
that expires on June 30, 2018.
2030 VISION STATEMENT
This action 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 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.
At the end of the 2015-16 fiscal year, Chairman Comstock’s and Commissioner
Ceseña’s terms expired; and former Vice Chair Stephens resigned on June 2, 2016.
Commission members are eligible to seek reappointment to the Planning Commission.
The City advertised to solicit applications for the Planning Commission from June 15th to
July 6th; and the Council extended the deadline to August 31, 2016.
DISCUSSION:
As a result of the advertising, five (5) applications (attached) were received. The
applicants are as follows:
1. Tom Comstock (reapplying);
2. Tara Ceseña (reapplying)
3. Angela Marie Wilkinson
12
Packet Pg. 252
4. Gregory A Goatcher
5. Frank J. Rappolo
Staff recommends that the Council re-appoint the two incumbents that have reapplied,
Tom Comstock and Tara Ceseña to four year terms ending on June 30, 2020, and
conduct the interviews and appoint a new member to fill the vacant position, the term of
which ends on June 30, 2018.
FISCAL IMPACT:
There would be no additional fiscal impact created by this action. Planning
Commissioners are paid a stipend of $50.00 a month, which would continue with the
new appointments
ATTACHMENTS:
PC Applications (PDF)
APPROVALS:
Sandra Molina Completed 09/07/2016 7:08 PM
Finance Completed 09/08/2016 11:21 AM
City Attorney Completed 09/08/2016 11:31 AM
City Manager Completed 09/08/2016 1:21 PM
City Council Pending 09/13/2016 6:00 PM
12
Packet Pg. 253
12.a
Packet Pg. 254
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 255
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 256
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 257
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 258
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 259
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 260
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 261
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 262
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 263
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 264
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 265
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 266
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 267
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 268
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 269
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 270
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 271
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 272
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 273
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 274
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 275
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 276
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 277
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 278
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 279
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 280
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)
12.a
Packet Pg. 281
At
t
a
c
h
m
e
n
t
:
P
C
A
p
p
l
i
c
a
t
i
o
n
s
(
1
9
8
9
:
P
l
a
n
n
i
n
g
C
o
m
m
i
s
s
i
o
n
A
p
p
o
i
n
t
m
e
n
t
s
)